חודשים בטווח
123
עוצ"מ - אגודה שיתופית לניהול קופות גמל בע"מ - מסלול לבני 60 ומעלה
נתונים היסטוריים מלאים עבור עוצ"מ - אגודה שיתופית לניהול קופות גמל בע"מ - מסלול לבני 60 ומעלה, 123 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9785 | שם קרן: עוצ"מ - אגודה שיתופית לניהול קופות גמל בע"מ - מסלול לבני 60 ומעלה | 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: 60 ומעלה.
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 60 ומעלה ישירות למייל.
תשואה חודשית אחרונה
+3.31%
תשואה מצטברת מההתחלה
+54.49%
| 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 | +3.31% | +54.49% | 0.60% | +0.36% | 1.00 | 4.27% | -1.10 | 96.99 | 31.86% | 16.86% | 16.50% |
| 2026-04 | +3.13% | +49.54% | 0.60% | -0.36% | 0.84 | 4.07% | +0.86 | 95.01 | 30.19% | 15.43% | 14.87% |
| 2026-03 | -1.67% | +45.01% | 0.60% | -0.60% | 0.67 | 3.88% | -1.46 | 91.33 | 29.81% | 14.58% | 13.82% |
| 2026-02 | +0.55% | +47.47% | 0.60% | -0.36% | 0.96 | 3.78% | -0.35 | 94.37 | 29.24% | 13.88% | 13.98% |
| 2026-01 | +2.34% | +46.66% | 0.60% | -0.24% | 0.96 | 3.78% | -1.34 | 94.27 | 28.46% | 14.02% | 14.12% |
| 2025-12 | +1.02% | +43.31% | 0.40% | -0.36% | 0.83 | 3.68% | -1.32 | 93.49 | 26.33% | 13.93% | 14.87% |
| 2025-11 | +0.75% | +41.86% | 0.40% | -0.36% | 0.79 | 3.68% | +1.25 | 93.96 | 26.43% | 14.21% | 15.07% |
| 2025-10 | +1.08% | +40.81% | 0.40% | -0.36% | 0.82 | 3.82% | +0.01 | 92.06 | 26.36% | 14.09% | 15.25% |
| 2025-09 | +1.42% | +39.30% | 0.40% | -0.60% | 0.75 | 3.82% | -0.04 | 91.12 | 25.92% | 13.88% | 15.07% |
| 2025-08 | +1.01% | +37.35% | 0.40% | -0.60% | 0.62 | 3.85% | +0.40 | 89.94 | 25.95% | 14.15% | 14.78% |
| 2025-07 | +1.21% | +35.98% | 0.40% | -0.60% | 0.62 | 3.93% | -0.11 | 88.68 | 25.44% | 14.74% | 15.70% |
| 2025-06 | +2.05% | +34.35% | 0.40% | -0.72% | 0.57 | 3.92% | -2.14 | 87.78 | 24.42% | 15.62% | 15.55% |
| 2025-05 | +1.19% | +31.65% | 0.40% | -0.48% | 0.41 | 3.86% | -1.37 | 88.22 | 22.64% | 15.77% | 17.23% |
| 2025-04 | +0.34% | +30.10% | 0.40% | -0.48% | 0.37 | 3.86% | +1.04 | 88.54 | 21.52% | 15.51% | 16.56% |
| 2025-03 | -0.54% | +29.66% | 0.40% | -0.36% | 0.45 | 4.09% | -0.58 | 87.22 | 21.80% | 16.03% | 17.20% |
| 2025-02 | -0.09% | +30.37% | 0.40% | -0.36% | 0.35 | 4.89% | -1.57 | 88.32 | 21.91% | 16.23% | 17.23% |
| 2025-01 | +0.79% | +30.48% | 0.40% | -0.12% | 0.36 | 4.92% | -0.04 | 90.01 | 21.59% | 16.95% | 17.75% |
| 2024-12 | +0.99% | +29.46% | 0.40% | -0.24% | 0.34 | 4.91% | -0.06 | 89.38 | 21.11% | 16.59% | 17.64% |
| 2024-11 | +1.37% | +28.19% | 0.40% | -0.36% | 0.30 | 4.90% | -0.16 | 88.58 | 21.54% | 17.23% | 17.86% |
| 2024-10 | +0.54% | +26.46% | 0.40% | -0.36% | 0.23 | 4.88% | -0.14 | 87.54 | 22.34% | 18.24% | 17.50% |
| 2024-09 | +1.39% | +25.78% | 0.40% | -0.48% | 0.23 | 4.88% | -0.19 | 87.29 | 22.82% | 19.15% | 19.15% |
| 2024-08 | +0.54% | +24.06% | 0.40% | — | 0.15 | 4.85% | -0.47 | 86.30 | 21.54% | 18.71% | 18.47% |
| 2024-07 | +0.27% | +23.39% | 0.40% | -0.48% | 0.16 | 4.85% | -1.06 | 86.33 | 21.56% | 18.95% | 18.95% |
| 2024-06 | +0.74% | +23.06% | 0.40% | -0.12% | 0.18 | 4.86% | -0.16 | 87.20 | 21.61% | 19.82% | 18.99% |
| 2024-05 | +0.30% | +22.15% | 0.40% | -0.36% | 0.18 | 4.87% | +0.78 | 86.76 | 21.09% | 18.46% | 17.21% |
| 2024-04 | -0.68% | +21.79% | 0.40% | -0.48% | 0.16 | 4.91% | -0.08 | 85.78 | 21.10% | 17.37% | 16.90% |
| 2024-03 | +1.51% | +22.62% | 0.40% | -0.48% | 0.27 | 4.90% | +0.02 | 86.47 | 21.13% | 17.49% | 19.39% |
| 2024-02 | +1.21% | +20.80% | 0.40% | -0.48% | 0.20 | 4.87% | +2.77 | 85.24 | 20.01% | 16.37% | 18.51% |
| 2024-01 | +0.20% | +19.35% | 0.40% | -0.48% | 0.16 | 4.86% | -0.60 | 81.50 | 20.94% | 17.25% | 18.65% |
| 2023-12 | +1.86% | +19.12% | 0.40% | -0.60% | 0.20 | 4.89% | -1.64 | 81.99 | 19.97% | 16.47% | 17.54% |
| 2023-11 | +2.01% | +16.94% | 0.40% | -0.60% | 0.07 | 4.89% | +0.00 | 82.10 | 15.31% | 12.42% | 15.77% |
| 2023-10 | -1.33% | +14.64% | 0.40% | -0.60% | -0.06 | 4.82% | -0.11 | 80.53 | 14.69% | 12.58% | 15.80% |
| 2023-09 | -1.10% | +16.18% | 0.40% | -0.84% | 0.04 | 4.81% | +0.55 | 81.81 | 17.93% | 13.41% | 15.66% |
| 2023-08 | +0.07% | +17.47% | 0.40% | -0.84% | 0.15 | 4.78% | -1.60 | 82.15 | 18.28% | 13.46% | 15.96% |
| 2023-07 | +1.22% | +17.39% | 0.40% | -0.84% | 0.18 | 4.78% | -0.31 | 83.83 | 18.04% | 13.09% | 15.78% |
| 2023-06 | +1.13% | +15.98% | 0.40% | -0.96% | 0.13 | 4.76% | +0.23 | 83.20 | 17.28% | 12.97% | 13.32% |
| 2023-05 | +1.25% | +14.68% | 0.40% | -1.08% | 0.08 | 4.74% | +0.29 | 81.96 | 18.23% | 12.85% | 12.86% |
| 2023-04 | +0.63% | +13.27% | 0.40% | -1.08% | 0.02 | 4.71% | -0.02 | 80.72 | 18.26% | 12.87% | 12.80% |
| 2023-03 | +0.76% | +12.56% | 0.40% | -1.20% | 0.01 | 4.71% | +0.97 | 80.26 | 17.82% | 12.45% | 12.63% |
| 2023-02 | -1.54% | +11.71% | 0.40% | -1.20% | -0.03 | 4.70% | -0.57 | 78.73 | 18.73% | 13.10% | 14.61% |
| 2023-01 | +2.30% | +13.45% | 0.40% | -1.08% | 0.09 | 4.65% | -0.87 | 80.56 | 18.31% | 12.59% | 13.00% |
| 2022-12 | -1.53% | +10.90% | 0.40% | -1.20% | -0.04 | 4.55% | -0.81 | 79.87 | 17.64% | 11.99% | 11.73% |
| 2022-11 | +0.37% | +12.63% | 0.40% | -0.96% | 0.11 | 4.50% | +0.88 | 81.70 | 18.25% | 12.34% | 12.31% |
| 2022-10 | +1.09% | +12.21% | 0.40% | -1.08% | 0.10 | 4.50% | -0.34 | 80.58 | 19.27% | 12.37% | 11.37% |
| 2022-09 | -2.14% | +11.00% | 0.40% | -1.08% | 0.05 | 4.48% | -0.36 | 80.13 | 17.86% | 11.76% | 12.08% |
| 2022-08 | -1.18% | +13.43% | 0.40% | -1.08% | 0.23 | 4.36% | +0.41 | 82.23 | 18.46% | 12.02% | 9.50% |
| 2022-07 | +1.80% | +14.78% | 0.40% | -1.20% | 0.34 | 4.32% | -0.08 | 82.87 | 18.51% | 12.44% | 10.00% |
| 2022-06 | -1.14% | +12.75% | 0.40% | -1.20% | 0.23 | 4.26% | -0.30 | 81.47 | 17.70% | 11.88% | 8.92% |
| 2022-05 | -2.17% | +14.05% | 0.40% | -0.96% | 0.32 | 4.23% | +2.12 | 82.73 | 18.95% | 12.67% | 10.25% |
| 2022-04 | -0.75% | +16.58% | 0.40% | -0.96% | 0.53 | 4.10% | -0.14 | 82.39 | 19.10% | 12.80% | 10.60% |
| 2022-03 | -0.15% | +17.47% | 0.40% | -0.96% | 0.63 | 4.08% | -0.62 | 83.19 | 19.58% | 13.35% | 11.20% |
| 2022-02 | -1.08% | +17.64% | 0.40% | -0.96% | 0.65 | 4.08% | -0.27 | 83.96 | 18.94% | 13.70% | 11.01% |
| 2022-01 | -1.62% | +18.93% | 0.40% | -0.84% | 0.76 | 4.04% | -0.01 | 85.19 | 20.19% | 14.84% | 11.01% |
| 2021-12 | +0.35% | +20.88% | 0.40% | -0.60% | 0.94 | 3.94% | +3.63 | 86.77 | 18.55% | 13.98% | 11.70% |
| 2021-11 | +0.23% | +20.46% | 0.40% | -0.60% | 0.93 | 3.94% | -2.07 | 82.74 | 19.56% | 15.06% | 15.35% |
| 2021-10 | +0.71% | +20.19% | 0.40% | -0.48% | 0.91 | 3.95% | -0.43 | 84.62 | 19.30% | 14.95% | 15.27% |
| 2021-09 | -0.33% | +19.34% | 0.40% | -0.36% | 0.86 | 3.95% | +0.27 | 84.53 | 19.58% | 15.44% | 15.02% |
| 2021-08 | +0.78% | +19.73% | 0.40% | -0.24% | 0.89 | 3.95% | +0.00 | 84.52 | 20.14% | 15.95% | 15.50% |
| 2021-07 | -0.07% | +18.81% | 0.40% | -0.12% | 0.83 | 3.95% | -0.18 | 83.93 | 19.92% | 15.78% | 15.60% |
| 2021-06 | +0.59% | +18.89% | 0.40% | -0.12% | 0.87 | 3.96% | +1.03 | 84.16 | 20.60% | 16.22% | 15.78% |
| 2021-05 | +0.70% | +18.19% | 0.40% | -0.24% | 0.83 | 3.96% | -1.49 | 82.66 | 20.19% | 15.75% | 15.52% |
| 2021-04 | +0.67% | +17.37% | 0.40% | -0.12% | 0.78 | 3.96% | -0.76 | 83.60 | 20.80% | 15.41% | 15.32% |
| 2021-03 | +1.12% | +16.59% | 0.40% | -0.24% | 0.75 | 3.96% | +1.09 | 83.83 | 20.73% | 15.45% | 14.96% |
| 2021-02 | +0.33% | +15.30% | 0.40% | -0.24% | 0.69 | 3.94% | -0.31 | 81.84 | 20.99% | 15.74% | 14.09% |
| 2021-01 | +0.87% | +14.92% | 0.40% | — | — | — | -0.06 | 81.90 | 19.60% | 14.46% | 13.50% |
| 2020-12 | +0.90% | +13.93% | 0.40% | — | — | — | +0.67 | 81.30 | 18.71% | 14.24% | 13.28% |
| 2020-11 | +2.70% | +12.91% | 0.40% | — | — | — | +0.92 | 79.91 | 18.21% | 13.62% | 13.23% |
| 2020-10 | -0.36% | +9.94% | 0.40% | — | — | — | -1.84 | 78.72 | 17.98% | 13.81% | 11.86% |
| 2020-09 | -1.13% | +10.34% | 0.40% | — | — | — | -0.63 | 79.05 | 17.32% | 13.02% | 12.12% |
| 2020-08 | +2.16% | +11.60% | 0.40% | — | — | — | -1.49 | 80.57 | 17.43% | 12.45% | 12.01% |
| 2020-07 | +0.87% | +9.24% | 0.40% | — | — | — | -2.09 | 80.37 | 17.41% | 12.58% | 11.19% |
| 2020-06 | -0.58% | +8.30% | 0.40% | — | — | — | +1.63 | 81.78 | 16.91% | 12.06% | 10.65% |
| 2020-05 | +1.03% | +8.93% | 0.40% | — | — | — | +0.03 | 80.67 | 15.61% | 10.96% | 10.92% |
| 2020-04 | +3.39% | +7.82% | 0.40% | — | — | — | +0.24 | 79.85 | 14.90% | 10.29% | 10.41% |
| 2020-03 | -5.66% | +4.29% | 0.40% | — | — | — | +2.68 | 77.15 | 13.31% | 8.84% | 9.50% |
| 2020-02 | -1.03% | +10.54% | 0.40% | — | — | — | +8.52 | 79.09 | 16.51% | 11.00% | 10.34% |
| 2020-01 | +0.36% | +11.69% | 0.40% | — | — | — | -6.25 | 77.35 | 17.12% | 11.18% | 11.73% |
| 2019-12 | +0.10% | +11.29% | 0.45% | — | — | — | -0.17 | 77.42 | 15.38% | 10.07% | 13.90% |
| 2019-11 | +0.30% | +11.18% | 0.45% | — | — | — | -0.52 | 77.54 | 15.08% | 9.88% | 13.80% |
| 2019-10 | +0.66% | +10.85% | 0.45% | — | — | — | -0.05 | 77.85 | 14.73% | 9.43% | 13.55% |
| 2019-09 | +0.61% | +10.12% | 0.45% | — | — | — | -1.29 | 77.42 | 14.29% | 9.13% | 13.29% |
| 2019-08 | +0.09% | +9.46% | 0.45% | — | — | — | -1.33 | 78.26 | 14.25% | 9.47% | 12.94% |
| 2019-07 | +0.89% | +9.36% | 0.45% | — | — | — | +0.13 | 79.56 | 12.67% | 8.08% | 12.90% |
| 2019-06 | +1.09% | +8.39% | 0.45% | — | — | — | +7.47 | 78.77 | 14.85% | 10.42% | 13.04% |
| 2019-05 | -1.07% | +7.22% | 0.45% | — | — | — | -8.17 | 77.86 | 15.58% | 11.41% | 12.54% |
| 2019-04 | +1.00% | +8.38% | 0.45% | — | — | — | +0.34 | 79.51 | 15.82% | 11.37% | 13.03% |
| 2019-03 | +0.76% | +7.31% | 0.45% | — | — | — | -1.12 | 78.42 | 14.26% | 10.99% | 12.79% |
| 2019-02 | +0.86% | +6.50% | 0.45% | — | — | — | -2.33 | 78.98 | 12.69% | 10.08% | 12.46% |
| 2019-01 | +1.43% | +5.59% | 0.45% | — | — | — | -0.16 | 80.67 | 12.52% | 9.90% | 12.06% |
| 2018-12 | -1.42% | +4.10% | 0.45% | — | — | — | +1.55 | 79.72 | 12.48% | 9.95% | 11.20% |
| 2018-11 | -0.32% | +5.60% | 0.45% | — | — | — | -0.27 | 79.32 | 13.30% | 10.39% | 12.41% |
| 2018-10 | -1.08% | +5.94% | 0.45% | — | — | — | -0.19 | 79.87 | 13.78% | 10.94% | 12.40% |
| 2018-09 | -0.17% | +7.10% | 0.45% | — | — | — | -0.03 | 80.97 | 14.47% | 11.55% | 12.98% |
| 2018-08 | +0.52% | +7.28% | 0.45% | — | — | — | -0.06 | 81.18 | 14.91% | 11.47% | 12.96% |
| 2018-07 | +0.39% | +6.73% | 0.45% | — | — | — | -0.50 | 80.83 | 14.72% | 11.58% | 12.95% |
| 2018-06 | +0.07% | +6.31% | 0.45% | — | — | — | -0.88 | 81.12 | 14.79% | 11.70% | 12.73% |
| 2018-05 | +0.40% | +6.24% | 0.45% | — | — | — | +0.58 | 81.90 | 14.70% | 11.76% | 13.53% |
| 2018-04 | +0.36% | +5.81% | 0.45% | — | — | — | -0.60 | 81.03 | 15.09% | 11.72% | 13.20% |
| 2018-03 | -0.37% | +5.43% | 0.45% | — | — | — | +0.21 | 81.38 | 14.95% | 11.58% | 12.67% |
| 2018-02 | -0.57% | +5.83% | 0.45% | — | — | — | +0.15 | 81.49 | 14.97% | 11.04% | 12.22% |
| 2018-01 | +0.67% | +6.43% | 0.45% | — | — | — | -0.34 | 81.84 | 15.25% | 9.71% | 11.52% |
| 2017-12 | +0.47% | +5.72% | 0.39% | — | — | — | -1.73 | 81.66 | 15.25% | 8.78% | 10.75% |
| 2017-11 | +0.42% | +5.23% | 0.39% | — | — | — | +1.21 | 83.18 | 14.69% | 8.51% | 10.48% |
| 2017-10 | +0.53% | +4.79% | 0.39% | — | — | — | -0.80 | 81.52 | 14.95% | 8.65% | 10.71% |
| 2017-09 | +0.21% | +4.24% | 0.39% | — | — | — | -1.02 | 81.93 | 14.94% | 8.51% | 10.45% |
| 2017-08 | +0.21% | +4.02% | 0.39% | — | — | — | -2.39 | 82.81 | 15.07% | 8.44% | 10.37% |
| 2017-07 | +0.72% | +3.80% | 0.39% | — | — | — | -0.52 | 85.08 | 14.95% | 8.16% | 10.11% |
| 2017-06 | -0.32% | +3.06% | 0.39% | — | — | — | -0.24 | 85.01 | 14.80% | 8.02% | 9.82% |
| 2017-05 | +0.62% | +3.39% | 0.39% | — | — | — | +0.21 | 85.56 | 14.84% | 8.09% | 9.92% |
| 2017-04 | +0.92% | +2.75% | 0.39% | — | — | — | +0.33 | 84.87 | 14.83% | 8.14% | 9.50% |
| 2017-03 | +0.16% | +1.82% | 0.39% | — | — | — | -1.22 | 83.81 | 14.76% | 8.05% | 8.91% |
| 2017-02 | +0.25% | +1.65% | 0.39% | — | — | — | -0.60 | 84.94 | 14.74% | 7.95% | 8.30% |
| 2017-01 | +0.05% | +1.40% | 0.39% | — | — | — | -1.16 | 85.40 | 14.47% | 8.17% | 8.17% |
| 2016-12 | +0.40% | +1.35% | — | — | — | — | +3.34 | 86.52 | 14.48% | 8.65% | 8.65% |
| 2016-11 | -0.15% | +0.95% | — | — | — | — | +2.28 | 82.88 | 14.79% | 8.78% | 8.78% |
| 2016-10 | -0.09% | +1.10% | — | — | — | — | +0.29 | 80.77 | 14.83% | 10.20% | 10.20% |
| 2016-09 | -0.42% | +1.19% | — | — | — | — | +2.06 | 80.59 | 14.73% | 10.01% | 10.01% |
| 2016-08 | -0.26% | +1.61% | — | — | — | — | +5.34 | 78.90 | 14.37% | 9.78% | 9.78% |
| 2016-07 | +1.03% | +1.88% | — | — | — | — | +26.66 | 73.77 | 13.95% | 9.31% | 9.31% |
| 2016-06 | -0.05% | +0.84% | — | — | — | — | +44.96 | 46.60 | 15.45% | 9.72% | 8.78% |
| 2016-05 | -0.06% | +0.89% | — | — | — | — | +0.97 | 1.39 | 15.11% | 9.35% | 5.76% |
| 2016-04 | +0.62% | +0.95% | — | — | — | — | +0.00 | 0.62 | 14.52% | 9.68% | 6.45% |
| 2016-03 | +0.33% | +0.33% | — | — | — | — | +0.50 | 0.62 | 14.52% | 8.06% | 6.45% |
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.