חודשים בטווח
123
עוצ"מ - אגודה שיתופית לניהול קופות גמל בע"מ - מסלול לבני 50 עד 60
נתונים היסטוריים מלאים עבור עוצ"מ - אגודה שיתופית לניהול קופות גמל בע"מ - מסלול לבני 50 עד 60, 123 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9784 | שם קרן: עוצ"מ - אגודה שיתופית לניהול קופות גמל בע"מ - מסלול לבני 50 עד 60 | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: אחר | חברה מנהלת: עוצ"מ - אגודה שיתופית לניהול קופות גמל בע"מ | אוכלוסיית יעד: עובדי סקטור מסויים | התמחות: מדרגות | תת התמחות: 50-60.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על עוצ"מ - אגודה שיתופית לניהול קופות גמל בע"מ - מסלול לבני 50 עד 60 ישירות למייל.
תשואה חודשית אחרונה
+2.86%
תשואה מצטברת מההתחלה
+69.55%
| חודש | תשואה חודשית | תשואה מצטברת | דמי ניהול שנתיים | אלפא | שארפ | סטיית תקן | הפקדות נטו (מ׳ ש״ח) |
סך הנכסים (מ׳ ש״ח) |
חשיפה למניות | חשיפה לחו״ל | חשיפה למט״ח |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05 | +2.86% | +69.55% | 0.60% | +0.12% | 1.10 | 5.42% | +0.27 | 20.88 | 40.33% | 21.12% | 17.24% |
| 2026-04 | +4.15% | +64.84% | 0.60% | -0.60% | 0.98 | 5.32% | -0.68 | 20.05 | 41.15% | 20.90% | 16.41% |
| 2026-03 | -1.69% | +58.27% | 0.60% | -0.96% | 0.81 | 5.06% | -0.13 | 19.93 | 41.24% | 19.92% | 15.60% |
| 2026-02 | +0.85% | +60.99% | 0.60% | -0.96% | 1.04 | 4.98% | +0.64 | 20.23 | 42.51% | 20.22% | 16.91% |
| 2026-01 | +2.76% | +59.64% | 0.60% | -0.72% | 1.03 | 4.98% | +0.06 | 19.61 | 40.03% | 19.89% | 19.79% |
| 2025-12 | +1.07% | +55.35% | 0.40% | -0.72% | 0.92 | 4.89% | +0.22 | 19.03 | 37.62% | 20.55% | 20.44% |
| 2025-11 | +0.79% | +53.70% | 0.40% | -0.72% | 0.90 | 4.90% | -0.02 | 18.68 | 38.17% | 21.41% | 21.95% |
| 2025-10 | +1.30% | +52.50% | 0.40% | -0.72% | 0.94 | 5.20% | -0.01 | 18.56 | 38.15% | 21.23% | 16.54% |
| 2025-09 | +1.73% | +50.54% | 0.40% | -1.08% | 0.87 | 5.21% | +0.05 | 18.34 | 37.51% | 21.05% | 16.30% |
| 2025-08 | +1.11% | +47.98% | 0.40% | -0.96% | 0.76 | 5.24% | -1.45 | 17.98 | 38.43% | 21.64% | 15.96% |
| 2025-07 | +1.45% | +46.36% | 0.40% | -0.96% | 0.76 | 5.37% | +0.04 | 19.23 | 36.25% | 20.33% | 14.56% |
| 2025-06 | +2.79% | +44.27% | 0.40% | -1.08% | 0.72 | 5.36% | +1.99 | 18.91 | 35.64% | 21.10% | 14.49% |
| 2025-05 | +2.01% | +40.35% | 0.40% | -0.60% | 0.58 | 5.26% | +0.03 | 16.43 | 35.30% | 23.98% | 19.54% |
| 2025-04 | +0.28% | +37.58% | 0.40% | -0.60% | 0.50 | 5.23% | -0.29 | 16.09 | 34.24% | 23.93% | 18.77% |
| 2025-03 | -0.84% | +37.20% | 0.40% | -0.36% | 0.58 | 5.52% | -0.10 | 16.35 | 33.64% | 23.98% | 18.90% |
| 2025-02 | -0.42% | +38.36% | 0.40% | -0.60% | 0.47 | 6.61% | +0.03 | 16.59 | 33.69% | 24.11% | 19.35% |
| 2025-01 | +1.32% | +38.95% | 0.40% | -0.24% | 0.49 | 6.68% | -0.02 | 16.64 | 33.71% | 25.60% | 21.33% |
| 2024-12 | +0.97% | +37.14% | 0.40% | -0.36% | 0.44 | 6.66% | -0.01 | 16.44 | 33.09% | 25.06% | 21.05% |
| 2024-11 | +1.82% | +35.82% | 0.40% | -0.48% | 0.42 | 6.66% | +0.02 | 16.29 | 34.07% | 26.46% | 21.36% |
| 2024-10 | +0.77% | +33.39% | 0.40% | -0.48% | 0.35 | 6.62% | +0.05 | 15.99 | 35.71% | 28.33% | 20.58% |
| 2024-09 | +2.17% | +32.37% | 0.40% | -0.84% | 0.35 | 6.63% | +1.37 | 15.82 | 36.73% | 30.03% | 22.38% |
| 2024-08 | +0.50% | +29.56% | 0.40% | — | 0.25 | 6.58% | -0.84 | 14.15 | 38.23% | 32.30% | 23.82% |
| 2024-07 | +0.15% | +28.92% | 0.40% | -0.84% | 0.25 | 6.58% | -0.35 | 14.91 | 36.15% | 30.85% | 22.80% |
| 2024-06 | +0.96% | +28.72% | 0.40% | -0.48% | 0.28 | 6.58% | -0.24 | 15.25 | 35.61% | 31.74% | 23.80% |
| 2024-05 | +0.38% | +27.50% | 0.40% | -0.72% | 0.27 | 6.59% | +0.69 | 15.34 | 31.36% | 26.53% | 18.84% |
| 2024-04 | -1.04% | +27.02% | 0.40% | -0.84% | 0.24 | 6.65% | +0.06 | 14.58 | 33.74% | 26.34% | 19.00% |
| 2024-03 | +2.13% | +28.35% | 0.40% | -0.96% | 0.34 | 6.64% | +0.08 | 14.68 | 33.72% | 26.57% | 22.28% |
| 2024-02 | +1.82% | +25.67% | 0.40% | -0.96% | 0.26 | 6.59% | +0.08 | 14.31 | 32.15% | 24.95% | 23.41% |
| 2024-01 | +0.26% | +23.43% | 0.40% | -0.96% | 0.20 | 6.56% | -0.34 | 13.98 | 32.76% | 25.54% | 23.46% |
| 2023-12 | +2.44% | +23.11% | 0.40% | -1.08% | 0.24 | 6.60% | -0.04 | 14.29 | 30.37% | 23.79% | 20.99% |
| 2023-11 | +2.20% | +20.17% | 0.40% | -1.08% | 0.09 | 6.63% | +0.06 | 13.98 | 25.61% | 19.38% | 20.17% |
| 2023-10 | -1.94% | +17.59% | 0.40% | -1.08% | -0.01 | 6.57% | -0.05 | 13.63 | 24.87% | 19.96% | 19.15% |
| 2023-09 | -1.52% | +19.91% | 0.40% | -1.44% | 0.09 | 6.57% | +0.25 | 13.97 | 28.35% | 21.12% | 14.67% |
| 2023-08 | -0.35% | +21.77% | 0.40% | -1.44% | 0.19 | 6.52% | -0.36 | 13.94 | 29.12% | 21.52% | 15.71% |
| 2023-07 | +1.56% | +22.19% | 0.40% | -1.44% | 0.25 | 6.52% | +0.05 | 14.36 | 28.90% | 20.68% | 15.81% |
| 2023-06 | +1.80% | +20.32% | 0.40% | -1.56% | 0.19 | 6.49% | -0.04 | 14.10 | 28.79% | 20.78% | 14.75% |
| 2023-05 | +1.12% | +18.19% | 0.40% | -1.68% | 0.12 | 6.45% | +0.01 | 13.88 | 29.90% | 20.53% | 13.76% |
| 2023-04 | +0.74% | +16.88% | 0.40% | -1.68% | 0.09 | 6.45% | +0.06 | 13.72 | 29.96% | 20.70% | 13.85% |
| 2023-03 | +0.23% | +16.02% | 0.40% | -1.80% | 0.08 | 6.44% | -0.13 | 13.57 | 29.40% | 20.19% | 13.85% |
| 2023-02 | -1.38% | +15.75% | 0.40% | -1.68% | 0.07 | 6.45% | +0.04 | 13.67 | 30.21% | 20.85% | 16.46% |
| 2023-01 | +3.13% | +17.37% | 0.40% | -1.44% | 0.16 | 6.42% | +0.18 | 13.82 | 29.88% | 20.33% | 14.54% |
| 2022-12 | -2.28% | +13.81% | 0.40% | -1.68% | 0.02 | 6.29% | -0.36 | 13.26 | 29.86% | 20.14% | 12.67% |
| 2022-11 | +0.92% | +16.47% | 0.40% | -1.44% | 0.18 | 6.20% | +0.90 | 13.90 | 30.07% | 20.07% | 13.53% |
| 2022-10 | +1.69% | +15.41% | 0.40% | -1.56% | 0.15 | 6.19% | +0.05 | 12.89 | 30.57% | 20.02% | 10.86% |
| 2022-09 | -2.83% | +13.49% | 0.40% | -1.56% | 0.08 | 6.16% | -0.19 | 12.63 | 30.32% | 20.35% | 13.78% |
| 2022-08 | -1.39% | +16.79% | 0.40% | -1.56% | 0.26 | 6.01% | +0.29 | 13.19 | 30.71% | 20.39% | 13.34% |
| 2022-07 | +2.51% | +18.44% | 0.40% | -1.68% | 0.35 | 5.97% | -0.03 | 13.10 | 31.30% | 21.45% | 17.48% |
| 2022-06 | -2.07% | +15.54% | 0.40% | -1.80% | 0.23 | 5.88% | -0.70 | 12.81 | 29.35% | 20.53% | 15.69% |
| 2022-05 | -2.53% | +17.98% | 0.40% | -1.32% | 0.36 | 5.80% | +0.00 | 13.79 | 31.33% | 20.96% | 17.04% |
| 2022-04 | -0.80% | +21.04% | 0.40% | -1.32% | 0.54 | 5.66% | +0.03 | 14.15 | 31.31% | 20.57% | 17.03% |
| 2022-03 | -0.09% | +22.02% | 0.40% | -1.44% | 0.61 | 5.64% | +0.05 | 14.24 | 32.65% | 20.65% | 18.05% |
| 2022-02 | -1.30% | +22.13% | 0.40% | -1.44% | 0.62 | 5.64% | -0.23 | 14.21 | 31.95% | 20.48% | 17.95% |
| 2022-01 | -1.89% | +23.74% | 0.40% | -1.20% | 0.72 | 5.59% | +0.23 | 14.63 | 35.48% | 25.09% | 17.98% |
| 2021-12 | +0.72% | +26.12% | 0.40% | -0.84% | 0.86 | 5.51% | -0.75 | 14.71 | 34.53% | 24.68% | 19.37% |
| 2021-11 | -0.02% | +25.22% | 0.40% | -0.72% | 0.83 | 5.50% | +0.06 | 15.35 | 33.49% | 24.17% | 21.50% |
| 2021-10 | +1.05% | +25.25% | 0.40% | -0.60% | 0.84 | 5.50% | +2.47 | 15.30 | 33.99% | 24.71% | 22.22% |
| 2021-09 | -0.58% | +23.94% | 0.40% | -0.48% | 0.79 | 5.50% | +0.02 | 12.69 | 33.25% | 25.30% | 22.30% |
| 2021-08 | +0.70% | +24.67% | 0.40% | -0.24% | 0.82 | 5.50% | +0.20 | 12.74 | 34.07% | 25.98% | 23.00% |
| 2021-07 | -0.51% | +23.80% | 0.40% | -0.12% | 0.78 | 5.50% | +0.51 | 12.45 | 33.33% | 25.86% | 23.45% |
| 2021-06 | +0.91% | +24.44% | 0.40% | +0.00% | 0.85 | 5.51% | -2.20 | 12.00 | 36.00% | 27.67% | 24.83% |
| 2021-05 | +0.72% | +23.31% | 0.40% | -0.12% | 0.80 | 5.51% | -0.11 | 14.09 | 34.21% | 25.41% | 22.78% |
| 2021-04 | +0.88% | +22.43% | 0.40% | +0.00% | 0.77 | 5.51% | +0.08 | 14.16 | 33.90% | 24.86% | 21.54% |
| 2021-03 | +1.40% | +21.36% | 0.40% | -0.12% | 0.74 | 5.50% | +0.55 | 13.90 | 34.53% | 25.54% | 22.09% |
| 2021-02 | +0.86% | +19.69% | 0.40% | +0.00% | 0.68 | 5.48% | -0.77 | 13.16 | 34.27% | 26.90% | 22.64% |
| 2021-01 | +1.38% | +18.67% | 0.40% | — | — | — | -0.65 | 13.81 | 32.37% | 24.69% | 20.64% |
| 2020-12 | +1.25% | +17.05% | 0.40% | — | — | — | +0.43 | 14.29 | 31.28% | 23.23% | 18.82% |
| 2020-11 | +4.38% | +15.61% | 0.40% | — | — | — | +1.21 | 13.69 | 31.19% | 22.72% | 18.92% |
| 2020-10 | -0.63% | +10.76% | 0.40% | — | — | — | -0.34 | 11.96 | 33.95% | 25.92% | 20.48% |
| 2020-09 | -1.26% | +11.46% | 0.40% | — | — | — | -0.36 | 12.38 | 31.74% | 23.75% | 20.92% |
| 2020-08 | +3.16% | +12.88% | 0.40% | — | — | — | +0.05 | 12.90 | 31.32% | 22.40% | 20.70% |
| 2020-07 | +1.02% | +9.42% | 0.40% | — | — | — | +0.04 | 12.45 | 32.45% | 23.53% | 20.72% |
| 2020-06 | -0.09% | +8.32% | 0.40% | — | — | — | +0.05 | 12.28 | 32.49% | 23.21% | 20.60% |
| 2020-05 | +1.45% | +8.42% | 0.40% | — | — | — | +0.05 | 12.26 | 30.91% | 21.45% | 20.72% |
| 2020-04 | +4.37% | +6.87% | 0.40% | — | — | — | +3.38 | 12.03 | 30.01% | 21.03% | 15.79% |
| 2020-03 | -7.74% | +2.39% | 0.40% | — | — | — | +0.34 | 8.23 | 25.27% | 17.86% | 13.85% |
| 2020-02 | -1.77% | +10.98% | 0.40% | — | — | — | +0.75 | 8.53 | 28.84% | 19.58% | 12.78% |
| 2020-01 | +0.50% | +12.98% | 0.40% | — | — | — | -0.44 | 8.72 | 29.82% | 19.72% | 14.91% |
| 2019-12 | +0.32% | +12.42% | 0.45% | — | — | — | -0.22 | 8.35 | 25.87% | 16.89% | 15.09% |
| 2019-11 | +0.58% | +12.06% | 0.45% | — | — | — | +0.03 | 8.55 | 24.91% | 16.14% | 14.62% |
| 2019-10 | +0.94% | +11.41% | 0.45% | — | — | — | +0.13 | 8.48 | 24.65% | 15.68% | 14.39% |
| 2019-09 | +0.83% | +10.38% | 0.45% | — | — | — | -0.01 | 8.27 | 24.43% | 15.72% | 14.39% |
| 2019-08 | -0.30% | +9.47% | 0.45% | — | — | — | +0.04 | 8.21 | 24.48% | 16.20% | 14.25% |
| 2019-07 | +0.61% | +9.80% | 0.45% | — | — | — | +0.05 | 8.20 | 23.17% | 14.88% | 14.63% |
| 2019-06 | +1.35% | +9.13% | 0.45% | — | — | — | +0.08 | 8.11 | 24.91% | 17.88% | 14.67% |
| 2019-05 | -1.64% | +7.68% | 0.45% | — | — | — | +0.05 | 7.93 | 25.98% | 19.17% | 14.00% |
| 2019-04 | +1.22% | +9.47% | 0.45% | — | — | — | +0.74 | 8.01 | 26.72% | 18.85% | 14.73% |
| 2019-03 | +0.59% | +8.15% | 0.45% | — | — | — | +0.08 | 7.18 | 22.01% | 16.71% | 14.90% |
| 2019-02 | +0.97% | +7.52% | 0.45% | — | — | — | +0.00 | 7.06 | 20.96% | 16.43% | 15.44% |
| 2019-01 | +2.06% | +6.49% | 0.45% | — | — | — | +0.04 | 7.00 | 21.43% | 16.71% | 15.43% |
| 2018-12 | -2.30% | +4.34% | 0.45% | — | — | — | +0.03 | 6.82 | 21.55% | 16.86% | 13.93% |
| 2018-11 | -0.34% | +6.79% | 0.45% | — | — | — | +0.01 | 6.95 | 23.02% | 17.41% | 15.40% |
| 2018-10 | -1.81% | +7.16% | 0.45% | — | — | — | +0.04 | 6.96 | 23.71% | 18.25% | 15.52% |
| 2018-09 | -0.10% | +9.13% | 0.45% | — | — | — | +0.01 | 7.04 | 24.86% | 19.32% | 16.90% |
| 2018-08 | +0.59% | +9.24% | 0.45% | — | — | — | -0.19 | 7.04 | 25.57% | 19.32% | 16.90% |
| 2018-07 | +0.59% | +8.60% | 0.45% | — | — | — | +0.77 | 7.18 | 24.65% | 19.08% | 16.43% |
| 2018-06 | -0.09% | +7.96% | 0.45% | — | — | — | -0.50 | 6.38 | 24.76% | 19.28% | 15.83% |
| 2018-05 | +0.82% | +8.06% | 0.45% | — | — | — | +0.03 | 6.89 | 24.38% | 19.16% | 15.53% |
| 2018-04 | +0.40% | +7.18% | 0.45% | — | — | — | +0.04 | 6.80 | 24.56% | 19.26% | 15.59% |
| 2018-03 | -0.50% | +6.76% | 0.45% | — | — | — | +0.31 | 6.74 | 24.04% | 18.69% | 14.69% |
| 2018-02 | -0.60% | +7.29% | 0.45% | — | — | — | -0.26 | 6.46 | 25.39% | 18.58% | 17.80% |
| 2018-01 | +1.13% | +7.94% | 0.45% | — | — | — | -0.88 | 6.77 | 25.41% | 15.21% | 14.48% |
| 2017-12 | +0.66% | +6.73% | 0.39% | — | — | — | +0.04 | 7.57 | 24.83% | 13.08% | 10.96% |
| 2017-11 | +0.45% | +6.03% | 0.39% | — | — | — | -0.22 | 7.48 | 25.40% | 14.57% | 10.96% |
| 2017-10 | +0.83% | +5.56% | 0.39% | — | — | — | -0.33 | 7.67 | 25.68% | 15.12% | 10.30% |
| 2017-09 | +0.36% | +4.69% | 0.39% | — | — | — | +0.01 | 7.94 | 24.81% | 13.35% | 9.82% |
| 2017-08 | -0.01% | +4.31% | 0.39% | — | — | — | -0.09 | 7.91 | 24.65% | 14.03% | 10.49% |
| 2017-07 | +0.87% | +4.33% | 0.39% | — | — | — | -0.15 | 8.00 | 24.88% | 14.25% | 10.50% |
| 2017-06 | -0.12% | +3.43% | 0.39% | — | — | — | -0.16 | 8.08 | 24.63% | 14.11% | 9.90% |
| 2017-05 | +0.65% | +3.55% | 0.39% | — | — | — | -0.01 | 8.25 | 24.73% | 14.18% | 9.94% |
| 2017-04 | +0.82% | +2.88% | 0.39% | — | — | — | +0.03 | 8.21 | 24.60% | 14.13% | 9.50% |
| 2017-03 | +0.03% | +2.04% | 0.39% | — | — | — | +0.02 | 8.12 | 24.63% | 14.04% | 8.87% |
| 2017-02 | +0.25% | +2.01% | 0.39% | — | — | — | -0.54 | 8.10 | 24.81% | 14.20% | 14.81% |
| 2017-01 | -0.16% | +1.76% | 0.39% | — | — | — | -0.22 | 8.61 | 23.34% | 13.82% | 13.82% |
| 2016-12 | +0.52% | +1.92% | — | — | — | — | +0.03 | 8.86 | 23.14% | 13.77% | 13.77% |
| 2016-11 | -0.03% | +1.40% | — | — | — | — | -0.26 | 8.79 | 22.87% | 13.77% | 13.77% |
| 2016-10 | -0.15% | +1.43% | — | — | — | — | +0.02 | 9.06 | 21.74% | 14.02% | 14.02% |
| 2016-09 | -0.46% | +1.58% | — | — | — | — | +0.81 | 9.06 | 21.63% | 13.80% | 13.80% |
| 2016-08 | -0.32% | +2.05% | — | — | — | — | +0.26 | 8.29 | 22.44% | 13.75% | 10.13% |
| 2016-07 | +1.33% | +2.37% | — | — | — | — | +1.60 | 8.06 | 21.46% | 13.03% | 9.68% |
| 2016-06 | -0.29% | +1.03% | — | — | — | — | +5.11 | 6.37 | 21.51% | 13.19% | 9.73% |
| 2016-05 | +0.11% | +1.33% | — | — | — | — | +0.77 | 1.04 | 23.08% | 13.46% | 10.58% |
| 2016-04 | +0.60% | +1.21% | — | — | — | — | -0.11 | 0.49 | 20.41% | 12.24% | 10.20% |
| 2016-03 | +0.61% | +0.61% | — | — | — | — | +0.49 | 0.59 | 22.03% | 13.56% | 10.17% |
המידע המוצג באתר מבוסס על נתונים היסטוריים ומיועד למטרות מידע כללי בלבד. הוא אינו מהווה ייעוץ פנסיוני, ייעוץ השקעות או המלצה לפעולה, ואינו תחליף לייעוץ מקצועי מותאם אישית.