חודשים בטווח
124
קופת גמל עו"ס לבני 50 ומטה
נתונים היסטוריים מלאים עבור קופת גמל עו"ס לבני 50 ומטה, 124 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7221 | שם קרן: קופת גמל עו"ס לבני 50 ומטה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: איגוד העובדים הסוציאליים | חברה מנהלת: עו"ס - חברה לניהול קופות גמל בע"מ | אוכלוסיית יעד: עובדי סקטור מסויים | התמחות: מדרגות | תת התמחות: עד 50.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על קופת גמל עו"ס לבני 50 ומטה ישירות למייל.
תשואה חודשית אחרונה
+1.77%
תשואה מצטברת מההתחלה
+89.37%
| 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 | +1.77% | +89.37% | 0.73% | -0.12% | 1.02 | 6.75% | +0.15 | 8.04 | 56.59% | 33.33% | 16.92% |
| 2026-04 | +4.79% | +86.08% | 0.73% | -0.72% | 0.96 | 6.73% | +0.02 | 7.76 | 57.99% | 34.02% | 17.53% |
| 2026-03 | -2.95% | +77.57% | 0.73% | -0.84% | 0.82 | 6.48% | +0.03 | 7.40 | 56.62% | 33.51% | 17.16% |
| 2026-02 | +1.06% | +82.97% | 0.73% | -0.72% | 1.10 | 6.29% | -0.05 | 7.59 | 59.29% | 36.10% | 18.18% |
| 2026-01 | +2.66% | +81.05% | 0.73% | -0.60% | 1.08 | 6.29% | -0.04 | 7.57 | 58.39% | 36.46% | 17.70% |
| 2025-12 | +1.09% | +76.36% | 0.73% | -0.60% | 0.99 | 6.23% | -0.01 | 7.42 | 57.68% | 37.20% | 17.52% |
| 2025-11 | +0.95% | +74.46% | 0.73% | -0.60% | 0.98 | 6.25% | +0.01 | 7.35 | 56.05% | 37.14% | 17.82% |
| 2025-10 | +1.40% | +72.81% | 0.73% | -0.36% | 1.01 | 6.42% | -0.04 | 7.27 | 54.47% | 37.69% | 18.16% |
| 2025-09 | +1.98% | +70.43% | 0.73% | -0.60% | 0.96 | 6.43% | +0.04 | 7.22 | 54.02% | 37.53% | 18.70% |
| 2025-08 | +0.65% | +67.12% | 0.73% | -0.60% | 0.84 | 6.51% | +0.10 | 7.04 | 54.55% | 33.10% | 17.76% |
| 2025-07 | +1.05% | +66.04% | 0.73% | -0.48% | 0.88 | 6.61% | -0.05 | 6.89 | 55.73% | 34.11% | 18.00% |
| 2025-06 | +3.66% | +64.31% | 0.73% | -0.48% | 0.88 | 6.64% | +0.03 | 6.87 | 54.73% | 34.50% | 17.76% |
| 2025-05 | +2.95% | +58.51% | 0.73% | -0.12% | 0.73 | 6.53% | +0.01 | 6.60 | 51.97% | 35.61% | 18.94% |
| 2025-04 | +0.77% | +53.97% | 0.73% | -0.24% | 0.62 | 6.45% | +0.00 | 6.40 | 50.94% | 36.09% | 21.72% |
| 2025-03 | -2.13% | +52.79% | 0.73% | +0.00% | 0.68 | 6.83% | +0.01 | 6.36 | 51.10% | 37.11% | 19.34% |
| 2025-02 | -0.70% | +56.12% | 0.73% | -0.24% | 0.60 | 8.22% | +0.05 | 6.49 | 51.46% | 38.21% | 15.56% |
| 2025-01 | +1.45% | +57.22% | 0.73% | +0.24% | 0.62 | 8.33% | -0.04 | 6.49 | 52.70% | 39.60% | 21.73% |
| 2024-12 | +0.43% | +54.97% | 0.70% | +0.12% | 0.58 | 8.32% | +0.00 | 6.45 | 51.94% | 39.38% | 20.93% |
| 2024-11 | +2.61% | +54.31% | 0.70% | +0.24% | 0.59 | 8.32% | +0.03 | 6.43 | 51.94% | 42.61% | 21.77% |
| 2024-10 | +0.23% | +50.38% | 0.70% | +0.12% | 0.51 | 8.27% | +0.00 | 6.24 | 51.76% | 42.79% | 20.67% |
| 2024-09 | +1.70% | +50.04% | 0.70% | +0.12% | 0.54 | 8.28% | +0.04 | 6.23 | 51.85% | 43.34% | 23.92% |
| 2024-08 | +0.74% | +47.53% | 0.70% | — | 0.49 | 8.27% | +0.05 | 6.09 | 51.23% | 42.69% | 23.15% |
| 2024-07 | +1.05% | +46.45% | 0.70% | +0.24% | 0.48 | 8.28% | +0.01 | 5.99 | 52.25% | 43.91% | 21.20% |
| 2024-06 | +1.43% | +44.93% | 0.70% | +0.36% | 0.46 | 8.28% | +0.07 | 5.92 | 51.86% | 43.92% | 21.45% |
| 2024-05 | +1.35% | +42.88% | 0.70% | +0.00% | 0.45 | 8.29% | -0.01 | 5.77 | 51.82% | 43.33% | 22.36% |
| 2024-04 | -1.73% | +40.98% | 0.70% | -0.12% | 0.39 | 8.32% | +0.05 | 5.71 | 50.96% | 42.03% | 20.84% |
| 2024-03 | +2.25% | +43.46% | 0.70% | -0.24% | 0.51 | 8.28% | +0.04 | 5.76 | 51.74% | 42.36% | 22.74% |
| 2024-02 | +2.40% | +40.30% | 0.70% | -0.24% | 0.44 | 8.24% | -0.04 | 5.59 | 51.16% | 41.50% | 23.43% |
| 2024-01 | +0.30% | +37.02% | 0.70% | -0.12% | 0.38 | 8.20% | -0.01 | 5.50 | 50.00% | 40.91% | 23.09% |
| 2023-12 | +2.88% | +36.61% | 0.66% | -0.36% | 0.42 | 8.27% | +0.05 | 5.50 | 49.82% | 40.55% | 22.55% |
| 2023-11 | +3.70% | +32.78% | 0.66% | -0.48% | 0.26 | 8.40% | +0.02 | 5.30 | 49.81% | 40.75% | 23.77% |
| 2023-10 | -2.15% | +28.04% | 0.66% | -0.60% | 0.13 | 8.26% | +0.02 | 5.09 | 49.12% | 42.24% | 22.99% |
| 2023-09 | -1.70% | +30.86% | 0.66% | -1.08% | 0.22 | 8.27% | +0.04 | 5.18 | 49.23% | 40.73% | 21.81% |
| 2023-08 | -0.25% | +33.12% | 0.66% | -1.08% | 0.31 | 8.22% | +0.07 | 5.24 | 50.00% | 40.65% | 22.90% |
| 2023-07 | +2.89% | +33.45% | 0.66% | -1.08% | 0.36 | 8.23% | +0.03 | 5.19 | 52.41% | 40.27% | 23.51% |
| 2023-06 | +1.91% | +29.71% | 0.66% | -1.20% | 0.28 | 8.17% | +0.00 | 5.01 | 51.50% | 39.72% | 23.95% |
| 2023-05 | +1.36% | +27.28% | 0.66% | -1.32% | 0.22 | 8.14% | +0.04 | 4.93 | 51.52% | 37.73% | 22.92% |
| 2023-04 | +1.30% | +25.57% | 0.66% | -1.44% | 0.18 | 8.12% | +0.04 | 4.82 | 51.04% | 38.80% | 22.41% |
| 2023-03 | +0.72% | +23.96% | 0.66% | -1.56% | 0.15 | 8.11% | +0.06 | 4.73 | 50.74% | 38.48% | 21.99% |
| 2023-02 | -2.05% | +23.07% | 0.66% | -1.56% | 0.13 | 8.12% | +0.02 | 4.64 | 54.74% | 42.24% | 21.98% |
| 2023-01 | +2.69% | +25.65% | 0.66% | -1.56% | 0.21 | 8.10% | -0.04 | 4.71 | 55.41% | 40.76% | 15.92% |
| 2022-12 | -2.16% | +22.35% | 0.51% | -1.68% | 0.13 | 8.04% | +0.00 | 4.63 | 53.13% | 38.23% | 18.57% |
| 2022-11 | +1.00% | +25.06% | 0.51% | -1.44% | 0.25 | 7.97% | +0.06 | 4.74 | 54.43% | 36.71% | 19.62% |
| 2022-10 | +2.58% | +23.82% | 0.51% | -1.80% | 0.23 | 7.97% | +0.06 | 4.64 | 54.96% | 35.99% | 18.10% |
| 2022-09 | -4.26% | +20.70% | 0.51% | -1.80% | 0.14 | 7.91% | +0.03 | 4.47 | 54.36% | 34.45% | 17.00% |
| 2022-08 | -1.28% | +26.07% | 0.51% | -1.68% | 0.36 | 7.64% | +0.04 | 4.64 | 55.39% | 34.27% | 18.10% |
| 2022-07 | +3.08% | +27.71% | 0.51% | -1.68% | 0.43 | 7.61% | +0.02 | 4.67 | 56.32% | 35.97% | 21.20% |
| 2022-06 | -2.63% | +23.89% | 0.51% | -1.80% | 0.32 | 7.52% | +0.03 | 4.51 | 54.99% | 35.25% | 23.28% |
| 2022-05 | -2.83% | +27.24% | 0.51% | -1.44% | 0.44 | 7.42% | +0.04 | 4.60 | 54.13% | 35.43% | 20.65% |
| 2022-04 | -1.38% | +30.94% | 0.51% | -1.56% | 0.61 | 7.28% | +0.03 | 4.70 | 55.11% | 34.47% | 16.81% |
| 2022-03 | +0.85% | +32.78% | 0.51% | -1.56% | 0.70 | 7.24% | +0.05 | 4.74 | 54.85% | 36.71% | 21.31% |
| 2022-02 | -0.82% | +31.66% | 0.51% | -1.68% | 0.67 | 7.24% | +0.01 | 4.65 | 55.27% | 37.42% | 21.08% |
| 2022-01 | -2.58% | +32.75% | 0.51% | -1.56% | 0.72 | 7.22% | +0.06 | 4.68 | 57.48% | 37.18% | 19.44% |
| 2021-12 | +1.77% | +36.26% | 0.54% | -1.08% | 0.87 | 7.10% | +0.08 | 4.75 | 57.89% | 36.21% | 17.68% |
| 2021-11 | +0.03% | +33.89% | 0.54% | -1.08% | 0.81 | 7.08% | +0.01 | 4.59 | 56.43% | 38.13% | 16.99% |
| 2021-10 | +2.69% | +33.85% | 0.54% | -0.72% | 0.83 | 7.08% | -0.07 | 4.59 | 56.64% | 42.05% | 19.61% |
| 2021-09 | -1.23% | +30.35% | 0.54% | -0.84% | 0.73 | 7.01% | +0.04 | 4.53 | 55.19% | 37.09% | 23.62% |
| 2021-08 | +1.23% | +31.97% | 0.54% | -0.48% | 0.79 | 6.99% | +0.15 | 4.55 | 56.26% | 38.90% | 25.05% |
| 2021-07 | -0.26% | +30.37% | 0.54% | -0.36% | 0.74 | 6.98% | +0.04 | 4.35 | 50.80% | 35.17% | 23.45% |
| 2021-06 | +0.91% | +30.71% | 0.54% | -0.36% | 0.78 | 7.01% | +0.06 | 4.33 | 52.66% | 36.72% | 32.33% |
| 2021-05 | +0.54% | +29.53% | 0.54% | -0.48% | 0.74 | 7.02% | -0.08 | 4.23 | 52.96% | 36.88% | 23.88% |
| 2021-04 | +1.88% | +28.83% | 0.54% | -0.24% | 0.73 | 7.02% | +0.10 | 4.29 | 50.82% | 35.66% | 24.71% |
| 2021-03 | +1.44% | +26.45% | 0.54% | -0.36% | 0.67 | 6.99% | +0.24 | 4.12 | 48.06% | 34.22% | 23.06% |
| 2021-02 | +0.58% | +24.66% | 0.54% | -0.24% | 0.62 | 6.98% | +0.12 | 3.83 | 50.39% | 36.03% | 27.68% |
| 2021-01 | +1.22% | +23.94% | 0.54% | -0.48% | 0.60 | 6.98% | +0.01 | 3.69 | 51.76% | 35.77% | 26.56% |
| 2020-12 | +1.75% | +22.45% | 0.50% | — | — | — | +0.07 | 3.64 | 50.82% | 35.16% | 21.70% |
| 2020-11 | +4.02% | +20.34% | 0.50% | — | — | — | +0.03 | 3.51 | 46.72% | 32.76% | 20.80% |
| 2020-10 | -0.27% | +15.69% | 0.50% | — | — | — | +0.04 | 3.35 | 44.18% | 31.34% | 18.51% |
| 2020-09 | -2.00% | +16.00% | 0.50% | — | — | — | +0.05 | 3.33 | 44.74% | 32.43% | 19.22% |
| 2020-08 | +3.13% | +18.37% | 0.50% | — | — | — | +0.08 | 3.34 | 43.71% | 31.74% | 18.86% |
| 2020-07 | +2.21% | +14.78% | 0.50% | — | — | — | +0.05 | 3.17 | 43.22% | 27.44% | 18.61% |
| 2020-06 | -0.68% | +12.30% | 0.50% | — | — | — | +0.06 | 3.05 | 43.28% | 27.54% | 18.36% |
| 2020-05 | +1.29% | +13.06% | 0.50% | — | — | — | +0.07 | 3.01 | 43.85% | 21.93% | 17.28% |
| 2020-04 | +5.59% | +11.62% | 0.50% | — | — | — | +0.03 | 2.91 | 44.67% | 21.65% | 19.24% |
| 2020-03 | -9.95% | +5.72% | 0.50% | — | — | — | +0.07 | 2.74 | 41.61% | 21.53% | 18.98% |
| 2020-02 | -2.72% | +17.40% | 0.50% | — | — | — | +0.08 | 2.97 | 44.11% | 22.22% | 17.17% |
| 2020-01 | +0.54% | +20.68% | 0.50% | — | — | — | +0.03 | 2.98 | 43.96% | 24.50% | 19.13% |
| 2019-12 | +0.46% | +20.03% | 0.44% | — | — | — | +0.06 | 2.92 | 43.84% | 25.34% | 18.49% |
| 2019-11 | +1.14% | +19.48% | 0.44% | — | — | — | +0.08 | 2.85 | 42.11% | 24.56% | 18.60% |
| 2019-10 | +1.33% | +18.13% | 0.44% | — | — | — | +0.06 | 2.75 | 40.73% | 22.91% | 17.09% |
| 2019-09 | +1.37% | +16.58% | 0.44% | — | — | — | +0.06 | 2.65 | 40.75% | 23.02% | 18.11% |
| 2019-08 | -0.67% | +15.01% | 0.44% | — | — | — | +0.10 | 2.55 | 41.57% | 23.53% | 18.43% |
| 2019-07 | +0.51% | +15.78% | 0.44% | — | — | — | +0.06 | 2.48 | 39.52% | 22.18% | 17.34% |
| 2019-06 | +1.83% | +15.20% | 0.44% | — | — | — | +0.09 | 2.41 | 39.83% | 23.24% | 18.26% |
| 2019-05 | -1.43% | +13.13% | 0.44% | — | — | — | +0.09 | 2.28 | 39.04% | 23.68% | 19.30% |
| 2019-04 | +1.59% | +14.77% | 0.44% | — | — | — | +0.06 | 2.22 | 40.54% | 24.32% | 19.82% |
| 2019-03 | +0.69% | +12.97% | 0.44% | — | — | — | +0.05 | 2.13 | 40.85% | 24.41% | 20.19% |
| 2019-02 | +1.19% | +12.20% | 0.44% | — | — | — | +0.08 | 2.07 | 39.61% | 23.67% | 19.32% |
| 2019-01 | +2.73% | +10.88% | 0.44% | — | — | — | +0.08 | 1.97 | 40.61% | 23.86% | 18.27% |
| 2018-12 | -3.78% | +7.93% | 0.48% | — | — | — | +0.11 | 1.84 | 40.22% | 24.46% | 18.48% |
| 2018-11 | +0.38% | +12.17% | 0.48% | — | — | — | +0.06 | 1.81 | 43.09% | 26.52% | 27.62% |
| 2018-10 | -2.33% | +11.75% | 0.48% | — | — | — | +0.06 | 1.74 | 43.10% | 27.59% | 21.26% |
| 2018-09 | -0.09% | +14.41% | 0.48% | — | — | — | +0.07 | 1.71 | 46.78% | 29.82% | 27.49% |
| 2018-08 | +1.37% | +14.51% | 0.48% | — | — | — | +0.11 | 1.65 | 45.45% | 29.70% | 23.03% |
| 2018-07 | +1.54% | +12.97% | 0.48% | — | — | — | +0.14 | 1.52 | 46.71% | 30.26% | 23.03% |
| 2018-06 | +0.17% | +11.25% | 0.48% | — | — | — | +0.09 | 1.36 | 41.91% | 25.00% | 20.59% |
| 2018-05 | +0.58% | +11.07% | 0.48% | — | — | — | +0.08 | 1.27 | 40.94% | 25.20% | 23.62% |
| 2018-04 | +0.67% | +10.42% | 0.48% | — | — | — | +0.10 | 1.19 | 37.82% | 21.01% | 15.97% |
| 2018-03 | -0.86% | +9.69% | 0.48% | — | — | — | +0.08 | 1.08 | 39.81% | 22.22% | 15.74% |
| 2018-02 | -1.62% | +10.64% | 0.48% | — | — | — | +0.07 | 1.02 | 41.18% | 22.55% | 17.65% |
| 2018-01 | +1.47% | +12.46% | 0.48% | — | — | — | +0.07 | 0.97 | 41.24% | 22.68% | 18.56% |
| 2017-12 | +0.77% | +10.83% | 0.51% | — | — | — | +0.06 | 0.89 | 39.33% | 21.35% | 17.98% |
| 2017-11 | +0.74% | +9.99% | 0.51% | — | — | — | +0.06 | 0.83 | 40.96% | 22.89% | 19.28% |
| 2017-10 | +1.16% | +9.18% | 0.51% | — | — | — | +0.08 | 0.76 | 36.84% | 23.68% | 21.05% |
| 2017-09 | +0.59% | +7.93% | 0.51% | — | — | — | +0.04 | 0.67 | 40.30% | 25.37% | 22.39% |
| 2017-08 | +0.14% | +7.29% | 0.51% | — | — | — | +0.07 | 0.63 | 42.86% | 23.81% | 17.46% |
| 2017-07 | +1.28% | +7.14% | 0.51% | — | — | — | +0.08 | 0.55 | 41.82% | 23.64% | 18.18% |
| 2017-06 | -0.63% | +5.79% | 0.51% | — | — | — | +0.04 | 0.47 | 40.43% | 23.40% | 17.02% |
| 2017-05 | +1.15% | +6.46% | 0.51% | — | — | — | +0.03 | 0.44 | 38.64% | 22.73% | 18.18% |
| 2017-04 | +0.91% | +5.25% | 0.51% | — | — | — | +0.03 | 0.40 | 40.00% | 22.50% | 22.50% |
| 2017-03 | +0.02% | +4.30% | 0.51% | — | — | — | +0.03 | 0.37 | 40.54% | 24.32% | 16.22% |
| 2017-02 | +0.44% | +4.28% | 0.51% | — | — | — | +0.03 | 0.34 | 41.18% | 23.53% | 23.53% |
| 2017-01 | -0.28% | +3.82% | 0.51% | — | — | — | +0.03 | 0.31 | 38.71% | 22.58% | 22.58% |
| 2016-12 | +1.10% | +4.11% | — | — | — | — | +0.02 | 0.28 | 28.57% | 21.43% | 21.43% |
| 2016-11 | +0.91% | +2.98% | — | — | — | — | +0.02 | 0.26 | 30.77% | 23.08% | 23.08% |
| 2016-10 | -0.08% | +2.05% | — | — | — | — | +0.02 | 0.23 | 26.09% | 21.74% | 21.74% |
| 2016-09 | -0.62% | +2.14% | — | — | — | — | +0.04 | 0.22 | 27.27% | 18.18% | 18.18% |
| 2016-08 | -0.25% | +2.77% | — | — | — | — | +0.02 | 0.18 | 27.78% | 22.22% | 22.22% |
| 2016-07 | +1.90% | +3.03% | — | — | — | — | +0.01 | 0.16 | 31.25% | 25.00% | 25.00% |
| 2016-06 | -0.60% | +1.11% | — | — | — | — | +0.01 | 0.14 | 28.57% | 21.43% | 21.43% |
| 2016-05 | +0.53% | +1.72% | — | — | — | — | +0.01 | 0.13 | 30.77% | 23.08% | 23.08% |
| 2016-04 | +0.72% | +1.18% | — | — | — | — | +0.01 | 0.12 | 33.33% | 16.67% | 16.67% |
| 2016-03 | +0.53% | +0.46% | — | — | — | — | +0.01 | 0.11 | 36.36% | 18.18% | 18.18% |
| 2016-02 | -0.07% | -0.07% | — | — | — | — | +0.01 | 0.10 | 0.00% | 0.00% | 0.00% |
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.