נתונים היסטוריים · קרנות השתלמות

קרן השתלמות למשפטנים מסלול מנייתי

נתונים היסטוריים מלאים עבור קרן השתלמות למשפטנים מסלול מנייתי, 168 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 1454 | שם קרן: קרן השתלמות למשפטנים מסלול מנייתי | סיווג קרן: קרנות השתלמות | חברה שולטת: הסתדרות העובדים הכללית החדשה מס' אגודה עות'מאנית | חברה מנהלת: החברה לניהול קרן השתלמות למשפטנים בע"מ | אוכלוסיית יעד: עובדי סקטור מסויים | התמחות: מניות | תת התמחות: מניות.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 168
תשואה חודשית אחרונה +4.54%
תשואה מצטברת מההתחלה +111.56%
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
2023-12 +4.54% +111.56% 0.46% +0.48% 0.55 13.35% +0.04 3.22 95.65% 65.53% 29.50%
2023-11 +5.89% +102.38% 0.46% +0.24% 0.39 13.69% +0.36 3.04 91.12% 62.83% 26.97%
2023-10 -3.89% +91.12% 0.46% -0.12% 0.27 13.48% -0.21 2.53 94.86% 67.19% 29.64%
2023-09 -2.80% +98.85% 0.46% -0.84% 0.35 13.49% +0.28 2.85 96.84% 66.32% 30.88%
2023-08 -1.06% +104.58% 0.46% -0.60% 0.45 13.41% +0.05 2.65 94.72% 68.30% 29.81%
2023-07 +5.11% +106.77% 0.46% -0.36% 0.52 13.44% +0.35 2.63 92.40% 64.26% 26.62%
2023-06 +3.43% +96.72% 0.46% -0.48% 0.43 13.32% +0.03 2.16 94.91% 65.74% 29.17%
2023-05 +3.81% +90.20% 0.46% -0.96% 0.35 13.26% +0.04 2.07 96.14% 65.22% 25.60%
2023-04 +1.99% +83.22% 0.46% -1.68% 0.27 13.18% -0.23 1.95 102.56% 68.72% 32.82%
2023-03 +1.59% +79.64% 0.46% -1.68% 0.25 13.18% +0.03 2.14 91.12% 60.75% 34.11%
2023-02 -1.69% +76.83% 0.46% -1.92% 0.20 13.22% -0.09 2.08 95.67% 59.62% 33.65%
2023-01 +4.25% +79.87% 0.46% -2.04% 0.23 13.26% +0.03 2.21 90.95% 53.85% 30.32%
2022-12 -5.54% +72.54% 0.44% -2.28% 0.15 13.18% +0.03 2.09 91.87% 51.67% 27.75%
2022-11 +1.47% +82.66% 0.44% -1.56% 0.33 12.91% +0.02 2.19 95.43% 52.05% 26.48%
2022-10 +2.86% +80.01% 0.44% -2.04% 0.31 12.91% +0.01 2.13 97.18% 51.17% 23.47%
2022-09 -7.91% +75.01% 0.44% -1.68% 0.26 12.88% -0.18 2.06 98.06% 51.46% 23.79%
2022-08 -1.22% +90.04% 0.44% -1.32% 0.51 12.31% +0.23 2.42 91.32% 45.87% 21.90%
2022-07 +6.52% +92.38% 0.44% -1.44% 0.55 12.29% +0.04 2.22 88.74% 48.20% 22.97%
2022-06 -4.77% +80.61% 0.44% -1.80% 0.41 12.00% +0.02 2.05 87.32% 43.41% 19.02%
2022-05 -4.80% +89.66% 0.44% -1.32% 0.56 11.78% +0.03 2.13 88.26% 49.30% 20.66%
2022-04 -3.07% +99.22% 0.44% -1.08% 0.74 11.53% +0.01 2.21 92.76% 51.13% 21.27%
2022-03 +0.61% +105.53% 0.44% -0.72% 0.87 11.40% +0.02 2.28 93.42% 55.26% 21.49%
2022-02 -1.08% +104.28% 0.44% -0.60% 0.86 11.41% +0.03 2.24 94.64% 56.25% 21.87%
2022-01 -1.18% +106.51% 0.44% +0.00% 0.91 11.38% -0.06 2.23 96.41% 57.40% 22.87%
2021-12 +3.84% +108.98% 0.47% +0.36% 0.96 11.35% +0.01 2.32 93.53% 56.90% 28.02%
2021-11 -0.25% +101.25% 0.47% +0.24% 0.88 11.28% +0.05 2.23 96.41% 58.30% 27.80%
2021-10 +4.54% +101.75% 0.47% +0.72% 0.92 11.29% +0.00 2.18 91.28% 54.59% 30.28%
2021-09 -1.87% +92.99% 0.47% +0.48% 0.81 11.16% +0.17 2.09 82.78% 59.33% 31.58%
2021-08 +2.22% +96.67% 0.47% +1.20% 0.87 11.12% -0.20 1.96 89.29% 65.31% 35.71%
2021-07 -0.43% +92.40% 0.47% +1.32% 0.82 11.11% -0.14 2.12 98.58% 62.26% 32.55%
2021-06 +0.83% +93.23% 0.47% +1.44% 0.87 11.17% -0.17 2.27 93.39% 59.47% 30.40%
2021-05 +1.25% +91.64% 0.47% +1.20% 0.84 11.25% +0.05 2.41 87.97% 55.19% 27.80%
2021-04 +3.28% +89.27% 0.47% +1.56% 0.82 11.25% -0.04 2.33 89.27% 56.65% 28.33%
2021-03 +2.23% +83.26% 0.47% +1.44% 0.75 11.19% +0.03 2.31 84.42% 53.68% 26.41%
2021-02 +1.51% +79.26% 0.47% +1.80% 0.71 11.19% +0.03 2.23 83.86% 53.81% 26.46%
2021-01 +1.70% +76.60% 0.47% +0.96% 0.66 11.29% -0.17 2.17 88.02% 55.76% 27.65%
2020-12 +3.53% +73.65% 0.41% +1.20% 0.58 11.43% +0.09 2.30 78.26% 56.96% 29.13%
2020-11 +6.40% +67.73% 0.41% +0.84% 0.48 11.40% +0.03 2.13 77.93% 57.75% 28.64%
2020-10 +0.09% +57.64% 0.41% +1.68% 0.32 11.08% -0.08 1.98 74.75% 55.56% 25.25%
2020-09 -3.11% +57.49% 0.41% +2.04% 0.37 11.32% +0.03 2.06 75.24% 56.80% 25.73%
2020-08 +5.08% +62.55% 0.41% +2.04% 0.42 11.42% +0.04 2.10 77.14% 53.33% 27.14%
2020-07 +4.33% +54.69% 0.41% +1.56% 0.26 11.40% +0.04 1.96 76.02% 51.53% 30.10%
2020-06 +0.17% +48.27% 0.41% +1.44% 0.17 11.29% -0.24 1.84 85.33% 53.26% 31.52%
2020-05 +1.53% +48.02% 0.41% +0.96% 0.14 11.40% +0.04 2.08 77.40% 43.27% 28.85%
2020-04 +7.89% +45.79% 0.41% +0.48% 0.10 11.39% +0.03 2.01 79.10% 38.31% 24.88%
2020-03 -14.00% +35.13% 0.41% +0.60% -0.11 10.84% -0.07 1.83 79.23% 36.61% 8.20%
2020-02 -6.10% +57.13% 0.41% +0.60% 0.42 8.82% +0.03 2.22 79.28% 35.59% 23.42%
2020-01 +0.65% +67.33% 0.41% +0.48% 0.77 8.53% +0.03 2.32 83.19% 38.79% 25.86%
2019-12 +0.83% +66.25% 0.40% +0.36% 0.74 8.56% +0.03 2.28 80.70% 39.47% 29.39%
2019-11 +1.94% +64.88% 0.40% +0.12% 0.70 8.61% +0.02 2.23 77.58% 37.67% 24.66%
2019-10 +1.92% +61.75% 0.40% +0.36% 0.67 8.75% +0.19 2.16 77.78% 37.96% 19.91%
2019-09 +2.22% +58.70% 0.40% +0.60% 0.60 8.73% +0.02 1.94 78.87% 38.66% 23.20%
2019-08 -1.35% +55.25% 0.40% +0.48% 0.54 8.71% -0.04 1.88 78.72% 38.83% 26.06%
2019-07 +0.30% +57.38% 0.40% +0.48% 0.64 8.77% +0.04 1.94 79.38% 39.69% 26.29%
2019-06 +2.98% +56.91% 0.40% +0.36% 0.63 8.79% -0.18 1.90 86.32% 40.53% 24.21%
2019-05 -2.76% +52.37% 0.40% +0.60% 0.52 8.71% +0.03 2.01 78.61% 36.82% 23.38%
2019-04 +3.07% +56.69% 0.40% +0.72% 0.67 8.61% -0.05 2.04 81.86% 40.20% 25.00%
2019-03 +0.29% +52.02% 0.40% +0.60% 0.55 8.55% +0.03 2.03 79.80% 39.41% 23.65%
2019-02 +2.29% +51.58% 0.40% +0.60% 0.56 8.56% +0.09 1.99 82.91% 40.20% 23.12%
2019-01 +5.07% +48.19% 0.40% +0.48% 0.52 8.66% +0.13 1.86 82.80% 37.63% 19.35%
2018-12 -7.14% +41.04% 0.40% +0.24% 0.32 8.49% -0.61 1.64 82.32% 40.85% 9.15%
2018-11 +1.33% +51.88% 0.40% +0.60% 0.71 7.78% -0.25 2.44 95.49% 52.46% 27.05%
2018-10 -4.09% +49.89% 0.40% +0.60% 0.70 7.86% +0.03 2.66 86.09% 48.12% 27.44%
2018-09 +0.16% +56.28% 0.40% +1.20% 0.99 7.65% +0.01 2.74 87.23% 48.91% 29.56%
2018-08 +2.94% +56.03% 0.40% +1.20% 1.03 7.75% +0.03 2.74 87.23% 48.54% 29.56%
2018-07 +2.92% +51.58% 0.40% +1.08% 0.90 7.72% +0.04 2.63 88.21% 50.19% 30.42%
2018-06 -0.35% +47.28% 0.40% +1.20% 0.82 7.70% +0.03 2.52 89.29% 50.79% 33.33%
2018-05 +1.04% +47.79% 0.40% +1.56% 0.78 7.94% -0.19 2.50 90.00% 51.20% 33.20%
2018-04 +1.98% +46.27% 0.40% +1.80% 0.78 8.02% +0.03 2.67 83.52% 47.94% 30.71%
2018-03 -2.22% +43.43% 0.40% +1.80% 0.69 8.00% +0.03 2.59 85.71% 49.42% 30.12%
2018-02 -2.60% +46.69% 0.40% +1.80% 0.82 7.90% +0.03 2.61 88.12% 49.81% 28.74%
2018-01 +2.56% +50.60% 0.40% +2.04% 1.01 7.79% -0.16 2.66 94.74% 49.25% 33.46%
2017-12 +1.41% +46.84% 0.41% +2.04% 0.92 7.74% +0.02 2.74 87.96% 48.91% 30.29%
2017-11 +1.18% +44.80% 0.41% +2.40% 0.84 7.77% -0.01 2.68 87.69% 50.00% 30.60%
2017-10 +1.97% +43.11% 0.41% +2.52% 0.81 7.77% +0.03 2.65 85.66% 49.81% 30.19%
2017-09 +0.88% +40.35% 0.41% +2.40% 0.74 7.74% -0.04 2.57 85.99% 49.42% 29.57%
2017-08 -0.46% +39.13% 0.41% +2.40% 0.75 7.87% +0.05 2.59 84.94% 49.03% 28.96%
2017-07 +1.77% +39.77% 0.41% +2.76% 0.80 7.87% -0.35 2.55 86.67% 49.80% 30.20%
2017-06 -0.95% +37.34% 0.41% +2.76% 0.76 7.90% +0.03 2.86 83.22% 47.20% 26.92%
2017-05 +1.28% +38.65% 0.41% +2.52% 0.81 7.89% +0.01 2.86 84.27% 48.25% 27.62%
2017-04 +1.31% +36.90% 0.41% +2.40% 0.65 8.47% +0.03 2.81 85.05% 49.82% 36.30%
2017-03 -0.15% +35.13% 0.41% +2.28% 0.62 8.48% +0.03 2.75 85.82% 50.18% 40.36%
2017-02 +1.17% +35.33% 0.41% +2.04% 0.65 8.49% +0.02 2.73 86.81% 46.15% 45.79%
2017-01 +0.01% +33.77% 0.41% +1.20% 0.60 8.51% -0.12 2.68 91.79% 48.88% 51.87%
2016-12 +1.72% +33.76% 0.40% +1.32% 0.64 8.58% +0.04 2.80 82.86% 43.93% 37.86%
2016-11 +2.30% +31.49% 0.40% +1.32% 0.58 8.57% +0.03 2.71 83.76% 45.02% 35.42%
2016-10 +0.04% +28.54% 0.40% +0.48% 0.45 8.69% +0.03 2.63 84.03% 45.25% 35.36%
2016-09 -0.83% +28.49% 0.40% +0.24% 0.50 8.90% +0.03 2.60 84.62% 45.38% 39.62%
2016-08 +0.23% +29.56% 0.40% +0.12% 0.49 9.06% +0.03 2.60 85.38% 45.77% 40.00%
2016-07 +3.75% +29.26% 0.40% -0.12% 0.40 9.62% +0.03 2.56 86.72% 46.09% 40.62%
2016-06 -2.08% +24.59% 0.40% -0.12% 0.26 9.51% +0.03 2.44 86.89% 46.72% 50.82%
2016-05 +1.22% +27.24% 0.40% -0.12% 0.31 9.54% +0.02 2.47 87.85% 47.37% 51.42%
2016-04 +1.03% +25.71% 0.40% -0.24% 0.24 9.63% +0.06 2.42 88.43% 47.11% 51.24%
2016-03 +2.34% +24.42% 0.40% -0.36% 0.20 9.62% +0.01 2.33 96.57% 50.64% 51.93%
2016-02 -2.65% +21.58% 0.40% -0.12% 0.13 9.59% -0.23 2.27 96.92% 50.66% 51.54%
2016-01 -3.63% +24.89% 0.40% +0.36% 0.22 9.50% +0.02 2.57 91.83% 46.69% 47.08%
2015-12 -1.79% +29.59% 0.41% -0.24% 0.34 9.39% +0.02 2.65 92.83% 49.81% 50.19%
2015-11 -0.43% +31.95% 0.41% +0.00% 0.47 9.58% +0.02 2.67 94.38% 49.06% 49.44%
2015-10 +5.55% +32.52% 0.41% -0.24% 0.47 9.62% +0.02 2.66 94.74% 49.25% 49.62%
2015-09 -4.47% +25.56% 0.41% -0.36% 0.33 9.45% +0.02 2.51 94.82% 48.61% 49.00%
2015-08 -4.14% +31.43% 0.41% -0.48% 0.57 9.50% +0.03 2.60 96.54% 49.23% 49.23%
2015-07 +2.45% +37.11% 0.41% -0.48% 0.79 9.26% -0.30 2.69 97.03% 48.70% 49.07%
2015-06 -3.29% +33.83% 0.41% -0.60% 0.74 9.31% +0.14 2.92 91.78% 44.86% 45.21%
2015-05 +0.88% +38.38% 0.41% -0.60% 0.89 9.18% +0.02 2.88 96.53% 48.96% 49.31%
2015-04 +0.44% +37.17% 0.41% -0.48% 0.77 9.61% +0.02 2.84 97.54% 48.24% 49.30%
2015-03 +2.55% +36.57% 0.41% -0.36% 0.72 9.75% -0.41 2.81 98.22% 49.11% 50.18%
2015-02 +4.57% +33.18% 0.41% -0.36% 0.67 9.81% +0.02 3.15 86.98% 45.71% 46.67%
2015-01 -1.27% +27.36% 0.41% -0.36% 0.55 9.67% +0.14 3.00 87.00% 45.33% 46.67%
2014-12 -1.58% +29.00% 0.40% -0.36% 0.60 9.66% +0.02 2.89 92.04% 47.75% 48.79%
2014-11 +4.18% +31.07% 0.40% -0.48% 0.70 9.69% +0.02 2.92 92.81% 47.95% 48.97%
2014-10 -0.48% +25.81% 0.40% -0.84% 0.60 9.59% -0.04 2.78 93.53% 47.48% 48.56%
2014-09 +1.78% +26.41% 0.40% -1.44% 0.61 9.61% +0.02 2.84 91.90% 45.77% 46.83%
2014-08 +3.27% +24.20% 0.40% +0.02 2.77 92.42% 46.93% 47.65%
2014-07 -0.86% +20.27% 0.40% +0.03 2.66 93.23% 45.86% 46.99%
2014-06 +0.10% +21.31% 0.40% -0.10 2.65 94.72% 47.17% 47.92%
2014-05 +1.46% +21.19% 0.40% +0.01 2.75 91.27% 45.09% 45.82%
2014-04 -0.96% +19.45% 0.40% +0.02 2.70 88.89% 44.81% 45.56%
2014-03 +1.36% +20.61% 0.40% +0.02 2.71 90.04% 45.02% 45.76%
2014-02 +3.94% +18.99% 0.40% +0.02 2.65 90.94% 46.04% 46.42%
2014-01 -2.25% +14.48% 0.40% +0.02 2.53 91.70% 45.85% 46.64%
2013-12 +0.01% +17.11% 0.43% +0.02 2.58 87.98% 44.57% 45.35%
2013-11 +3.15% +17.10% 0.43% +0.02 2.55 89.41% 45.10% 45.88%
2013-10 +2.91% +13.53% 0.43% +0.02 2.46 90.24% 45.93% 46.75%
2013-09 +3.43% +10.32% 0.43% +0.02 2.37 90.72% 45.99% 46.41%
2013-08 -1.03% +6.66% 0.43% +0.02 2.27 91.63% 46.70% 46.70%
2013-07 +2.63% +7.77% 0.43% +0.01 2.28 90.35% 45.61% 46.05%
2013-06 -3.77% +5.01% 0.43% +0.02 2.22 90.54% 45.05% 45.05%
2013-05 +3.10% +9.12% 0.43% +0.06 2.28 87.72% 41.23% 41.67%
2013-04 -0.44% +5.84% 0.43% -0.03 2.15 90.23% 41.86% 42.33%
2013-03 +0.74% +6.31% 0.43% +0.02 2.18 89.45% 40.83% 41.28%
2013-02 +1.71% +5.52% 0.43% +0.02 2.15 86.98% 38.14% 38.60%
2013-01 +1.14% +3.75% 0.43% +0.20 2.09 88.04% 39.71% 39.71%
2012-12 -1.16% +2.58% 0.45% -0.01 1.87 78.61% 28.88% 29.41%
2012-11 +0.82% +3.79% 0.45% +0.02 1.90 78.95% 28.95% 28.95%
2012-10 +0.95% +2.94% 0.45% +0.02 1.87 77.54% 26.74% 27.81%
2012-09 +3.67% +1.97% 0.45% +0.02 1.83 78.14% 27.87% 28.96%
2012-08 +1.68% -1.64% 0.45% +0.02 1.75 78.29% 28.57% 29.71%
2012-07 +2.62% -3.26% 0.45% -0.03 1.70 79.41% 28.82% 30.00%
2012-06 -0.69% -5.73% 0.45% +0.02 1.68 77.98% 27.38% 28.57%
2012-05 -6.27% -5.08% 0.45% +0.02 1.67 80.24% 26.95% 28.14%
2012-04 +1.49% +1.27% 0.45% +0.02 1.76 80.11% 25.00% 25.57%
2012-03 +1.88% -0.21% 0.45% +0.00 1.71 81.29% 25.73% 26.90%
2012-02 -0.76% -2.06% 0.45% +0.07 1.68 75.60% 20.83% 22.02%
2012-01 +3.08% -1.31% 0.45% +0.02 1.62 79.63% 20.37% 21.60%
2011-12 +0.11% -4.25% 0.55% -0.06 1.56 80.13% 16.67% 17.95%
2011-11 -3.21% -4.36% 0.55% -0.02 1.62 81.48% 16.05% 17.28%
2011-10 +4.77% -1.19% 0.55% +0.02 1.69 77.51% 15.98% 16.57%
2011-09 -3.52% -5.69% 0.55% +0.02 1.60 78.12% 15.62% 15.62%
2011-08 -6.71% -2.25% 0.55% +0.02 1.64 80.49% 15.85% 15.85%
2011-07 -0.48% +4.79% 0.55% +0.02 1.73 80.92% 13.29% 13.29%
2011-06 -2.69% +5.29% 0.55% +0.05 1.72 75.00% 13.37% 13.37%
2011-05 -2.74% +8.20% 0.55% +0.02 1.72 77.91% 13.37% 13.37%
2011-04 -0.22% +11.25% 0.55% +0.02 1.75 80.00% 13.71% 13.71%
2011-03 +1.35% +11.49% 0.55% -0.49 1.74 82.18% 13.22% 13.22%
2011-02 -0.24% +10.01% 0.55% +0.02 2.21 72.85% 3.62% 3.62%
2011-01 -1.91% +10.27% 0.55% +0.02 2.20 73.64% 3.64% 3.64%
2010-12 +5.01% +12.42% +0.02 2.22 75.68% 3.60% 3.60%
2010-11 -1.69% +7.06% +0.03 2.10 73.33% 3.33% 3.33%
2010-10 +3.79% +8.90% +0.02 2.11 74.88% 3.32% 3.32%
2010-09 +5.70% +4.92% +0.04 2.01 73.63% 3.48% 3.48%
2010-08 +1.16% -0.74% +0.03 1.86 74.19% 3.23% 3.23%
2010-07 +3.43% -1.87% +0.08 1.81 75.14% 3.87% 3.87%
2010-06 -1.18% -5.13% +0.02 1.67 68.86% 3.59% 3.59%
2010-05 -5.70% -4.00% +0.02 1.67 70.06% 4.19% 4.19%
2010-04 -3.22% +1.81% +0.02 1.75 70.29% 3.43% 3.43%
2010-03 +3.56% +5.19% +0.02 1.79 68.16% 0.00% 0.00%
2010-02 +2.48% +1.58% +0.02 1.71 68.42% 0.00% 0.00%
2010-01 -0.88% -0.88% +0.02 1.64 69.51% 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.