חודשים בטווח
125
קופת תגמולים עיריית חיפה מסלול לבני 50 עד 60
נתונים היסטוריים מלאים עבור קופת תגמולים עיריית חיפה מסלול לבני 50 עד 60, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7219 | שם קרן: קופת תגמולים עיריית חיפה מסלול לבני 50 עד 60 | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: אחר | חברה מנהלת: קופת"ג של עובדי עירית חיפה | אוכלוסיית יעד: עובדי מפעל/גוף מסויים | התמחות: מדרגות | תת התמחות: 50-60.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על קופת תגמולים עיריית חיפה מסלול לבני 50 עד 60 ישירות למייל.
תשואה חודשית אחרונה
+2.77%
תשואה מצטברת מההתחלה
+101.89%
| 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 | +2.77% | +101.89% | 0.72% | +1.44% | 1.41 | 6.42% | -1.87 | 284.76 | 49.72% | 30.23% | 16.32% |
| 2026-04 | +4.75% | +96.44% | 0.72% | +0.72% | 1.32 | 6.36% | -1.05 | 279.04 | 49.79% | 29.56% | 15.81% |
| 2026-03 | -2.44% | +87.54% | 0.72% | +0.48% | 1.19 | 6.11% | -2.81 | 267.54 | 48.42% | 28.01% | 15.06% |
| 2026-02 | +0.68% | +92.23% | 0.72% | +0.72% | 1.48 | 5.94% | -1.79 | 277.42 | 49.40% | 28.03% | 15.58% |
| 2026-01 | +2.94% | +90.93% | 0.72% | +0.84% | 1.48 | 5.94% | -1.48 | 277.33 | 49.27% | 28.94% | 16.13% |
| 2025-12 | +1.57% | +85.48% | 0.74% | +0.84% | 1.38 | 5.86% | -1.62 | 270.98 | 47.35% | 29.44% | 16.25% |
| 2025-11 | +0.84% | +82.61% | 0.74% | +0.84% | 1.35 | 5.87% | -2.59 | 268.58 | 48.75% | 30.78% | 17.01% |
| 2025-10 | +1.39% | +81.09% | 0.74% | +1.08% | 1.38 | 5.98% | -1.91 | 269.05 | 48.86% | 30.90% | 17.72% |
| 2025-09 | +2.13% | +78.60% | 0.74% | +0.96% | 1.34 | 5.98% | -1.87 | 267.42 | 47.63% | 30.45% | 18.20% |
| 2025-08 | +0.84% | +74.88% | 0.74% | +0.96% | 1.22 | 6.04% | -1.86 | 263.82 | 47.01% | 30.76% | 18.54% |
| 2025-07 | +1.78% | +73.42% | 0.74% | +1.08% | 1.25 | 6.14% | -0.46 | 263.60 | 47.18% | 30.99% | 18.51% |
| 2025-06 | +4.59% | +70.39% | 0.74% | +0.96% | 1.21 | 6.15% | -0.40 | 259.57 | 47.19% | 31.29% | 19.37% |
| 2025-05 | +3.19% | +62.91% | 0.74% | +1.20% | 1.04 | 5.92% | -2.12 | 248.77 | 46.20% | 31.90% | 19.79% |
| 2025-04 | +1.07% | +57.88% | 0.74% | +1.32% | 0.92 | 5.82% | -0.93 | 243.27 | 47.31% | 34.32% | 19.73% |
| 2025-03 | -1.75% | +56.21% | 0.74% | +1.32% | 0.95 | 6.03% | -1.09 | 241.76 | 44.63% | 33.81% | 20.20% |
| 2025-02 | -0.11% | +58.99% | 0.74% | +0.84% | 0.83 | 7.45% | -1.93 | 247.50 | 45.54% | 34.57% | 19.88% |
| 2025-01 | +1.50% | +59.16% | 0.74% | +1.20% | 0.82 | 7.55% | -2.56 | 249.78 | 47.79% | 39.29% | 22.34% |
| 2024-12 | +1.21% | +56.81% | 0.74% | +1.08% | 0.77 | 7.54% | -0.69 | 248.74 | 48.60% | 39.56% | 22.12% |
| 2024-11 | +2.07% | +54.94% | 0.74% | +1.20% | 0.75 | 7.54% | -2.04 | 246.60 | 48.82% | 42.48% | 23.84% |
| 2024-10 | +0.75% | +51.79% | 0.74% | +0.96% | 0.68 | 7.50% | -0.26 | 243.81 | 48.10% | 42.48% | 24.80% |
| 2024-09 | +1.41% | +50.66% | 0.74% | +0.84% | 0.69 | 7.51% | -1.22 | 242.41 | 47.11% | 43.49% | 25.18% |
| 2024-08 | +0.69% | +48.57% | 0.74% | — | 0.64 | 7.50% | -1.30 | 240.50 | 47.67% | 44.23% | 24.78% |
| 2024-07 | +0.65% | +47.55% | 0.74% | +0.96% | 0.63 | 7.52% | -2.98 | 240.24 | 45.97% | 43.83% | 25.06% |
| 2024-06 | +1.34% | +46.60% | 0.74% | +1.20% | 0.63 | 7.52% | -1.02 | 241.75 | 46.45% | 43.37% | 25.40% |
| 2024-05 | +1.40% | +44.66% | 0.74% | +0.84% | 0.61 | 7.53% | -1.21 | 239.60 | 45.64% | 42.02% | 24.88% |
| 2024-04 | -1.34% | +42.66% | 0.74% | +0.72% | 0.55 | 7.55% | -0.76 | 237.63 | 45.09% | 41.43% | 24.66% |
| 2024-03 | +1.93% | +44.60% | 0.74% | +0.72% | 0.67 | 7.52% | -1.67 | 241.76 | 45.42% | 41.64% | 24.68% |
| 2024-02 | +2.60% | +41.86% | 0.74% | +0.72% | 0.61 | 7.49% | -1.23 | 239.15 | 44.70% | 40.05% | 23.86% |
| 2024-01 | +0.45% | +38.27% | 0.74% | +0.72% | 0.54 | 7.44% | -1.20 | 234.35 | 43.89% | 39.61% | 23.64% |
| 2023-12 | +2.21% | +37.65% | 0.67% | +0.60% | 0.57 | 7.50% | -1.20 | 234.65 | 44.33% | 39.80% | 24.85% |
| 2023-11 | +2.67% | +34.67% | 0.67% | +0.72% | 0.45 | 7.62% | -0.65 | 231.00 | 42.34% | 39.33% | 24.61% |
| 2023-10 | -1.74% | +31.17% | 0.67% | +0.72% | 0.35 | 7.55% | -0.63 | 225.75 | 41.77% | 39.46% | 25.21% |
| 2023-09 | -1.35% | +33.49% | 0.67% | +0.36% | 0.43 | 7.56% | -1.28 | 230.51 | 42.15% | 37.37% | 24.26% |
| 2023-08 | +0.31% | +35.32% | 0.67% | +0.36% | 0.53 | 7.52% | -0.77 | 235.16 | 43.29% | 37.37% | 24.49% |
| 2023-07 | +3.04% | +34.90% | 0.67% | +0.24% | 0.55 | 7.53% | -1.43 | 235.32 | 44.37% | 36.38% | 23.63% |
| 2023-06 | +1.93% | +30.92% | 0.67% | +0.12% | 0.46 | 7.44% | -1.40 | 229.88 | 44.01% | 36.55% | 22.88% |
| 2023-05 | +2.48% | +28.44% | 0.67% | -0.12% | 0.39 | 7.41% | -1.26 | 227.10 | 44.10% | 35.30% | 21.67% |
| 2023-04 | +1.62% | +25.33% | 0.67% | -0.48% | 0.30 | 7.34% | -1.03 | 222.80 | 43.60% | 36.20% | 22.98% |
| 2023-03 | +1.30% | +23.33% | 0.67% | -0.72% | 0.26 | 7.32% | -0.50 | 220.41 | 44.11% | 36.45% | 23.63% |
| 2023-02 | -0.83% | +21.75% | 0.67% | -0.84% | 0.20 | 7.32% | -1.59 | 218.38 | 44.69% | 35.85% | 22.65% |
| 2023-01 | +2.87% | +22.77% | 0.67% | -0.84% | 0.24 | 7.34% | -2.58 | 221.87 | 44.54% | 32.95% | 20.22% |
| 2022-12 | -2.68% | +19.35% | 0.58% | -1.08% | 0.14 | 7.25% | -0.70 | 218.31 | 43.49% | 30.22% | 18.27% |
| 2022-11 | +0.39% | +22.63% | 0.58% | -0.72% | 0.30 | 7.13% | -1.75 | 225.26 | 44.34% | 29.26% | 17.28% |
| 2022-10 | +0.93% | +22.16% | 0.58% | -0.96% | 0.30 | 7.13% | -0.47 | 226.30 | 42.93% | 27.64% | 16.64% |
| 2022-09 | -4.02% | +21.03% | 0.58% | -0.84% | 0.28 | 7.13% | -1.10 | 224.78 | 44.06% | 28.74% | 16.18% |
| 2022-08 | -0.39% | +26.10% | 0.58% | -0.72% | 0.51 | 6.86% | -1.59 | 235.56 | 45.16% | 28.97% | 16.95% |
| 2022-07 | +3.68% | +26.59% | 0.58% | -0.84% | 0.54 | 6.85% | -0.36 | 238.16 | 46.65% | 30.02% | 20.33% |
| 2022-06 | -2.48% | +22.10% | 0.58% | -1.08% | 0.40 | 6.69% | -1.58 | 230.13 | 46.03% | 29.75% | 19.41% |
| 2022-05 | -2.74% | +25.21% | 0.58% | -0.72% | 0.54 | 6.58% | -2.99 | 237.74 | 47.09% | 28.79% | 21.42% |
| 2022-04 | -1.90% | +28.73% | 0.58% | -0.72% | 0.73 | 6.43% | -0.95 | 247.51 | 48.38% | 28.41% | 18.70% |
| 2022-03 | +0.94% | +31.23% | 0.58% | -0.48% | 0.87 | 6.35% | -2.19 | 253.43 | 50.09% | 32.49% | 16.27% |
| 2022-02 | +0.17% | +30.00% | 0.58% | -0.60% | 0.83 | 6.35% | -1.95 | 253.43 | 50.69% | 29.93% | 17.69% |
| 2022-01 | -1.85% | +29.78% | 0.58% | -0.84% | 0.83 | 6.35% | -2.90 | 255.07 | 50.19% | 30.26% | 15.12% |
| 2021-12 | +1.60% | +32.23% | 0.60% | -0.48% | 0.96 | 6.27% | -2.37 | 262.90 | 49.48% | 29.63% | 15.14% |
| 2021-11 | +0.18% | +30.15% | 0.60% | -0.60% | 0.90 | 6.25% | -1.75 | 261.43 | 49.18% | 31.97% | 15.52% |
| 2021-10 | +2.50% | +29.91% | 0.60% | -0.48% | 0.91 | 6.25% | -1.43 | 262.80 | 47.09% | 32.39% | 17.96% |
| 2021-09 | -0.62% | +26.74% | 0.60% | -0.48% | 0.80 | 6.18% | -1.31 | 257.96 | 45.24% | 29.72% | 12.91% |
| 2021-08 | +1.19% | +27.54% | 0.60% | -0.24% | 0.84 | 6.17% | -2.86 | 261.04 | 42.86% | 30.25% | 11.66% |
| 2021-07 | -0.26% | +26.04% | 0.60% | -0.12% | 0.78 | 6.17% | -1.34 | 260.97 | 42.47% | 31.20% | 11.10% |
| 2021-06 | +0.83% | +26.36% | 0.60% | -0.12% | 0.83 | 6.19% | -2.37 | 262.96 | 43.19% | 35.21% | 19.19% |
| 2021-05 | +0.78% | +25.32% | 0.60% | -0.36% | 0.78 | 6.21% | -2.53 | 263.35 | 42.87% | 34.84% | 18.76% |
| 2021-04 | +1.66% | +24.35% | 0.60% | +0.00% | 0.76 | 6.21% | -2.36 | 263.93 | 42.51% | 35.06% | 19.07% |
| 2021-03 | +1.29% | +22.32% | 0.60% | -0.24% | 0.70 | 6.19% | -3.08 | 262.05 | 41.92% | 35.25% | 19.40% |
| 2021-02 | +0.60% | +20.77% | 0.60% | -0.12% | 0.66 | 6.17% | -1.66 | 261.95 | 41.15% | 35.01% | 18.47% |
| 2021-01 | +1.06% | +20.05% | 0.60% | -0.48% | 0.62 | 6.20% | -1.16 | 262.13 | 39.60% | 33.69% | 17.22% |
| 2020-12 | +1.82% | +18.79% | 0.52% | -0.48% | 0.55 | 6.23% | -3.63 | 260.64 | 38.27% | 33.46% | 17.69% |
| 2020-11 | +3.33% | +16.66% | 0.52% | — | — | — | -1.85 | 259.62 | 36.83% | 32.80% | 18.90% |
| 2020-10 | +0.11% | +12.90% | 0.52% | — | — | — | -1.57 | 252.98 | 34.29% | 31.43% | 17.61% |
| 2020-09 | -1.49% | +12.78% | 0.52% | — | — | — | -1.28 | 254.73 | 33.91% | 31.59% | 19.19% |
| 2020-08 | +3.28% | +14.48% | 0.52% | — | — | — | -1.62 | 260.05 | 34.67% | 30.62% | 20.35% |
| 2020-07 | +1.87% | +10.85% | 0.52% | — | — | — | -1.10 | 253.47 | 34.21% | 30.84% | 20.43% |
| 2020-06 | -0.57% | +8.81% | 0.52% | — | — | — | -1.77 | 250.02 | 32.76% | 28.35% | 19.86% |
| 2020-05 | +1.31% | +9.44% | 0.52% | — | — | — | -0.36 | 253.39 | 33.01% | 26.56% | 20.44% |
| 2020-04 | +4.24% | +8.02% | 0.52% | — | — | — | -0.23 | 250.75 | 31.63% | 24.19% | 19.43% |
| 2020-03 | -9.33% | +3.63% | 0.52% | — | — | — | -0.97 | 240.67 | 29.75% | 23.41% | 18.45% |
| 2020-02 | -2.32% | +14.29% | 0.52% | — | — | — | -2.25 | 266.36 | 34.01% | 25.74% | 16.83% |
| 2020-01 | +0.37% | +17.01% | 0.52% | — | — | — | -3.37 | 275.34 | 36.54% | 27.94% | 18.14% |
| 2019-12 | +0.71% | +16.58% | 0.52% | — | — | — | -2.52 | 277.76 | 36.10% | 28.59% | 19.35% |
| 2019-11 | +0.83% | +15.75% | 0.52% | — | — | — | -2.03 | 278.56 | 36.48% | 27.78% | 18.00% |
| 2019-10 | +1.10% | +14.80% | 0.52% | — | — | — | -1.19 | 278.35 | 35.52% | 27.50% | 17.50% |
| 2019-09 | +1.13% | +13.55% | 0.52% | — | — | — | -2.71 | 276.61 | 34.69% | 26.24% | 17.78% |
| 2019-08 | -0.75% | +12.28% | 0.52% | — | — | — | -0.34 | 276.47 | 33.60% | 25.62% | 18.01% |
| 2019-07 | +0.52% | +13.13% | 0.52% | — | — | — | -1.87 | 278.59 | 34.87% | 26.48% | 18.94% |
| 2019-06 | +1.58% | +12.55% | 0.52% | — | — | — | -1.79 | 279.32 | 34.22% | 26.08% | 18.63% |
| 2019-05 | -1.10% | +10.80% | 0.52% | — | — | — | -1.01 | 276.89 | 33.15% | 25.63% | 20.03% |
| 2019-04 | +1.56% | +12.03% | 0.52% | — | — | — | -1.34 | 281.15 | 34.11% | 26.10% | 20.04% |
| 2019-03 | +0.68% | +10.31% | 0.52% | — | — | — | -1.39 | 278.27 | 33.48% | 25.88% | 19.88% |
| 2019-02 | +1.30% | +9.56% | 0.52% | — | — | — | -1.52 | 277.95 | 34.66% | 26.35% | 19.39% |
| 2019-01 | +2.63% | +8.16% | 0.52% | — | — | — | -1.93 | 275.95 | 34.60% | 26.26% | 19.27% |
| 2018-12 | -3.04% | +5.38% | 0.46% | — | — | — | -2.80 | 270.89 | 34.88% | 26.44% | 18.52% |
| 2018-11 | +0.24% | +8.69% | 0.46% | — | — | — | -1.47 | 282.29 | 35.66% | 26.64% | 18.93% |
| 2018-10 | -1.81% | +8.43% | 0.46% | — | — | — | -2.12 | 283.34 | 35.44% | 26.90% | 18.92% |
| 2018-09 | +0.02% | +10.43% | 0.46% | — | — | — | -1.89 | 290.80 | 35.57% | 26.56% | 19.47% |
| 2018-08 | +1.29% | +10.41% | 0.46% | — | — | — | -0.09 | 292.86 | 36.13% | 26.92% | 18.24% |
| 2018-07 | +1.19% | +9.00% | 0.46% | — | — | — | -0.79 | 289.25 | 35.66% | 26.96% | 18.32% |
| 2018-06 | -0.10% | +7.72% | 0.46% | — | — | — | -1.36 | 286.79 | 35.49% | 26.52% | 17.92% |
| 2018-05 | +0.38% | +7.83% | 0.46% | — | — | — | -1.80 | 288.50 | 35.06% | 24.85% | 17.18% |
| 2018-04 | +0.85% | +7.42% | 0.46% | — | — | — | -0.12 | 289.48 | 34.59% | 24.25% | 16.25% |
| 2018-03 | -0.65% | +6.51% | 0.46% | — | — | — | -1.58 | 287.16 | 33.95% | 23.08% | 15.23% |
| 2018-02 | -1.31% | +7.21% | 0.46% | — | — | — | -1.53 | 290.82 | 35.69% | 24.34% | 16.48% |
| 2018-01 | +0.98% | +8.63% | 0.46% | — | — | — | -1.80 | 296.31 | 36.09% | 25.00% | 17.66% |
| 2017-12 | +0.76% | +7.58% | 0.54% | — | — | — | -2.42 | 295.36 | 34.50% | 23.62% | 16.53% |
| 2017-11 | +0.61% | +6.77% | 0.54% | — | — | — | -2.14 | 295.60 | 33.47% | 23.21% | 15.39% |
| 2017-10 | +0.84% | +6.12% | 0.54% | — | — | — | -2.23 | 296.07 | 33.01% | 22.97% | 15.90% |
| 2017-09 | +0.41% | +5.23% | 0.54% | — | — | — | -1.01 | 295.93 | 32.05% | 22.30% | 15.83% |
| 2017-08 | +0.07% | +4.80% | 0.54% | — | — | — | -2.13 | 295.93 | 31.94% | 22.30% | 15.62% |
| 2017-07 | +1.05% | +4.73% | 0.54% | — | — | — | -1.31 | 297.92 | 32.90% | 22.81% | 16.05% |
| 2017-06 | -0.37% | +3.64% | 0.54% | — | — | — | -1.72 | 296.27 | 31.90% | 21.92% | 15.78% |
| 2017-05 | +0.90% | +4.03% | 0.54% | — | — | — | -1.10 | 299.21 | 31.54% | 21.90% | 15.84% |
| 2017-04 | +0.90% | +3.10% | 0.54% | — | — | — | -1.14 | 297.76 | 31.36% | 21.52% | 15.74% |
| 2017-03 | +0.05% | +2.18% | 0.54% | — | — | — | -2.06 | 296.35 | 31.11% | 21.29% | 15.65% |
| 2017-02 | +0.46% | +2.13% | 0.54% | — | — | — | -1.58 | 298.40 | 31.24% | 21.49% | 17.03% |
| 2017-01 | +0.13% | +1.66% | 0.54% | — | — | — | -1.84 | 298.60 | 30.88% | 23.15% | 16.81% |
| 2016-12 | +0.91% | +1.53% | — | — | — | — | -1.15 | 300.18 | 31.53% | 23.37% | 18.36% |
| 2016-11 | +0.40% | +0.61% | — | — | — | — | -1.75 | 298.74 | 30.93% | 21.25% | 18.28% |
| 2016-10 | +0.19% | +0.21% | — | — | — | — | -1.35 | 299.40 | 29.52% | 17.78% | 13.29% |
| 2016-09 | -0.50% | +0.02% | — | — | — | — | -2.93 | 300.31 | 28.58% | 16.73% | 18.08% |
| 2016-08 | -0.31% | +0.53% | — | — | — | — | -0.56 | 304.90 | 28.34% | 19.29% | 23.73% |
| 2016-07 | +1.59% | +0.84% | — | — | — | — | -0.73 | 306.50 | 23.94% | 18.77% | 23.68% |
| 2016-06 | -0.81% | -0.74% | — | — | — | — | -1.97 | 302.64 | 23.61% | 18.84% | 23.14% |
| 2016-05 | +0.95% | +0.07% | — | — | — | — | -2.68 | 307.22 | 32.55% | 27.03% | 26.62% |
| 2016-04 | +0.44% | -0.87% | — | — | — | — | -1.26 | 307.17 | 31.08% | 24.61% | 16.51% |
| 2016-03 | +0.74% | -1.30% | — | — | — | — | -1.57 | 307.25 | 31.68% | 25.02% | 16.18% |
| 2016-02 | -0.85% | -2.03% | — | — | — | — | -0.08 | 306.70 | 30.93% | 23.68% | 18.24% |
| 2016-01 | -1.19% | -1.19% | — | — | — | — | -0.92 | 309.58 | 29.41% | 20.13% | 18.33% |
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.