חודשים בטווח
113
נתונים היסטוריים · קופות גמל להשקעה
אינפיניטי גמל להשקעה מניות
נתונים היסטוריים מלאים עבור אינפיניטי גמל להשקעה מניות, 113 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 11407 | שם קרן: אינפיניטי גמל להשקעה מניות | סיווג קרן: קופת גמל להשקעה | חברה שולטת: אינפיניטי ניהול תיקי השקעות (בישראל ובעולם) בע"מ | חברה מנהלת: אינפיניטי השתלמות, גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מתמחים בניהול אקטיבי | תת התמחות: מניות.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אינפיניטי גמל להשקעה מניות ישירות למייל.
תשואה חודשית אחרונה
+3.09%
תשואה מצטברת מההתחלה
+198.69%
| 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 | +3.09% | +198.69% | 0.60% | +1.44% | 1.33 | 10.69% | +8.38 | 406.83 | 98.00% | 54.75% | 25.20% |
| 2026-04 | +8.25% | +189.73% | 0.60% | +0.48% | 1.28 | 10.67% | +11.23 | 386.64 | 96.84% | 52.71% | 25.68% |
| 2026-03 | -4.48% | +167.65% | 0.60% | +0.24% | 1.16 | 10.28% | +4.03 | 346.82 | 99.27% | 53.64% | 24.38% |
| 2026-02 | +0.90% | +180.21% | 0.60% | +0.72% | 1.46 | 10.00% | +0.75 | 359.27 | 100.11% | 54.40% | 25.22% |
| 2026-01 | +3.87% | +177.71% | 0.60% | +1.08% | 1.47 | 10.00% | +15.07 | 355.49 | 97.79% | 53.06% | 25.49% |
| 2025-12 | +1.44% | +167.36% | 0.57% | +0.96% | 1.39 | 9.93% | +15.17 | 327.93 | 95.48% | 52.64% | 31.73% |
| 2025-11 | +1.17% | +163.56% | 0.57% | +1.32% | 1.40 | 10.02% | +10.64 | 308.45 | 96.02% | 53.34% | 34.33% |
| 2025-10 | +2.59% | +160.52% | 0.57% | +1.44% | 1.43 | 10.75% | +9.76 | 294.39 | 97.50% | 55.24% | 35.17% |
| 2025-09 | +3.20% | +153.94% | 0.57% | +0.84% | 1.37 | 10.75% | +11.36 | 277.46 | 95.64% | 53.83% | 35.44% |
| 2025-08 | +0.18% | +146.07% | 0.57% | +0.84% | 1.25 | 10.90% | +10.93 | 257.79 | 94.50% | 52.17% | 33.05% |
| 2025-07 | +2.52% | +145.62% | 0.57% | +1.32% | 1.32 | 11.08% | +7.60 | 246.52 | 95.75% | 52.69% | 32.97% |
| 2025-06 | +6.06% | +139.59% | 0.57% | +1.20% | 1.30 | 11.15% | +3.18 | 233.11 | 96.33% | 53.84% | 34.90% |
| 2025-05 | +5.96% | +125.90% | 0.57% | +2.04% | 1.14 | 11.06% | +5.82 | 216.77 | 93.89% | 55.15% | 35.21% |
| 2025-04 | +0.91% | +113.19% | 0.57% | +1.80% | 1.01 | 10.85% | +3.89 | 199.09 | 93.81% | 54.31% | 34.04% |
| 2025-03 | -4.87% | +111.27% | 0.57% | +2.16% | 1.06 | 11.50% | +6.64 | 193.47 | 95.87% | 56.68% | 35.29% |
| 2025-02 | -0.59% | +122.08% | 0.57% | +2.28% | 1.03 | 13.41% | +5.05 | 196.61 | 94.22% | 56.71% | 34.92% |
| 2025-01 | +2.19% | +123.40% | 0.57% | +2.64% | 1.00 | 13.79% | +10.00 | 192.87 | 94.17% | 59.92% | 35.53% |
| 2024-12 | +1.12% | +118.61% | 0.56% | +2.64% | 0.97 | 13.78% | +8.50 | 179.06 | 90.77% | 59.93% | 36.78% |
| 2024-11 | +3.51% | +116.19% | 0.56% | +3.00% | 0.97 | 13.78% | +3.83 | 168.78 | 90.47% | 61.12% | 36.43% |
| 2024-10 | +1.58% | +108.86% | 0.56% | +2.88% | 0.91 | 13.75% | +4.97 | 159.41 | 90.96% | 62.87% | 38.30% |
| 2024-09 | +2.38% | +105.61% | 0.56% | +2.76% | 0.91 | 13.77% | +5.16 | 152.14 | 90.90% | 62.46% | 40.46% |
| 2024-08 | +0.76% | +100.83% | 0.56% | — | 0.87 | 13.78% | +3.86 | 143.54 | 89.62% | 61.30% | 39.90% |
| 2024-07 | +0.85% | +99.32% | 0.56% | +3.48% | 0.87 | 13.81% | +6.16 | 138.69 | 89.29% | 62.62% | 41.89% |
| 2024-06 | +2.55% | +97.64% | 0.56% | +3.96% | 0.88 | 13.81% | +6.13 | 131.51 | 93.41% | 66.14% | 44.35% |
| 2024-05 | +2.31% | +92.72% | 0.56% | +3.36% | 0.85 | 13.84% | +5.69 | 122.27 | 92.88% | 62.69% | 43.09% |
| 2024-04 | -2.29% | +88.37% | 0.56% | +3.24% | 0.78 | 13.92% | +4.19 | 113.97 | 89.55% | 59.15% | 38.54% |
| 2024-03 | +3.71% | +92.79% | 0.56% | +3.24% | 0.90 | 13.89% | +3.87 | 112.43 | 92.24% | 60.28% | 38.73% |
| 2024-02 | +3.82% | +85.89% | 0.56% | +3.24% | 0.82 | 13.84% | +5.19 | 104.63 | 90.89% | 58.99% | 39.23% |
| 2024-01 | +1.51% | +79.05% | 0.56% | +3.36% | 0.76 | 13.79% | +5.89 | 95.77 | 87.48% | 57.30% | 39.59% |
| 2023-12 | +3.87% | +76.39% | 0.50% | +3.00% | 0.77 | 13.91% | +5.84 | 88.58 | 84.68% | 57.65% | 39.86% |
| 2023-11 | +3.97% | +69.82% | 0.50% | +3.00% | 0.62 | 14.35% | +2.31 | 79.64 | 84.00% | 58.89% | 42.93% |
| 2023-10 | -3.23% | +63.33% | 0.50% | +3.12% | 0.55 | 14.29% | +1.36 | 74.40 | 82.12% | 56.56% | 44.45% |
| 2023-09 | -2.19% | +68.78% | 0.50% | +2.28% | 0.63 | 14.33% | +1.77 | 75.54 | 85.84% | 53.32% | 40.98% |
| 2023-08 | +1.09% | +72.56% | 0.50% | +2.28% | 0.70 | 14.28% | +1.69 | 75.48 | 89.49% | 55.76% | 45.99% |
| 2023-07 | +5.25% | +70.70% | 0.50% | +2.04% | 0.72 | 14.35% | +0.98 | 73.00 | 92.45% | 57.07% | 46.74% |
| 2023-06 | +3.63% | +62.19% | 0.50% | +1.92% | 0.63 | 14.23% | -0.35 | 68.42 | 93.61% | 58.33% | 47.60% |
| 2023-05 | +4.65% | +56.51% | 0.50% | +1.44% | 0.56 | 14.18% | +0.11 | 66.40 | 93.12% | 57.76% | 47.21% |
| 2023-04 | +2.37% | +49.55% | 0.50% | +0.60% | 0.47 | 14.08% | +0.13 | 63.39 | 92.06% | 56.81% | 45.95% |
| 2023-03 | +1.13% | +46.09% | 0.50% | +0.60% | 0.44 | 14.07% | -0.25 | 61.82 | 92.17% | 56.83% | 45.88% |
| 2023-02 | -0.67% | +44.46% | 0.50% | +0.12% | 0.40 | 14.20% | -0.02 | 61.39 | 92.25% | 56.15% | 45.35% |
| 2023-01 | +2.99% | +45.43% | 0.50% | +0.00% | 0.41 | 14.26% | +3.94 | 61.86 | 84.06% | 45.54% | 35.14% |
| 2022-12 | -4.25% | +41.21% | 0.49% | -0.12% | 0.37 | 14.26% | +4.40 | 56.24 | 82.18% | 44.47% | 33.05% |
| 2022-11 | -0.37% | +47.48% | 0.49% | +0.36% | 0.50 | 14.09% | +2.66 | 54.21 | 92.44% | 48.57% | 36.21% |
| 2022-10 | +2.08% | +48.02% | 0.49% | +0.00% | 0.53 | 14.08% | +2.25 | 51.78 | 92.99% | 48.20% | 35.94% |
| 2022-09 | -6.66% | +45.01% | 0.49% | +0.24% | 0.50 | 14.07% | +2.65 | 48.51 | 93.75% | 49.58% | 37.31% |
| 2022-08 | +0.13% | +55.35% | 0.49% | +0.24% | 0.71 | 13.68% | +3.71 | 49.26 | 94.23% | 43.42% | 30.45% |
| 2022-07 | +6.19% | +55.15% | 0.49% | -0.24% | 0.70 | 13.76% | +1.81 | 45.56 | 95.06% | 47.83% | 33.65% |
| 2022-06 | -4.58% | +46.11% | 0.49% | -0.60% | 0.57 | 13.54% | +2.52 | 41.20 | 95.95% | 46.58% | 32.09% |
| 2022-05 | -5.32% | +53.12% | 0.49% | +0.00% | 0.71 | 13.33% | +2.42 | 40.59 | 95.25% | 49.08% | 32.77% |
| 2022-04 | -3.61% | +61.73% | 0.49% | +0.00% | 0.90 | 13.04% | +3.07 | 40.34 | 96.06% | 47.55% | 30.29% |
| 2022-03 | +2.67% | +67.78% | 0.49% | +0.72% | 1.04 | 12.89% | +3.01 | 38.73 | 96.51% | 49.57% | 30.18% |
| 2022-02 | +0.98% | +63.42% | 0.49% | +0.36% | 0.97 | 12.88% | +1.86 | 34.75 | 97.58% | 51.51% | 30.04% |
| 2022-01 | -1.57% | +61.83% | 0.49% | +0.48% | 0.97 | 12.89% | +4.07 | 32.59 | 98.68% | 48.60% | 32.37% |
| 2021-12 | +3.31% | +64.41% | 0.50% | +0.72% | 1.01 | 12.89% | +5.23 | 29.05 | 92.94% | 47.30% | 30.33% |
| 2021-11 | +0.66% | +59.15% | 0.50% | — | — | — | +2.15 | 23.01 | 98.26% | 53.15% | 31.81% |
| 2021-10 | +4.35% | +58.10% | 0.50% | — | — | — | -0.20 | 20.75 | 98.27% | 52.43% | 33.93% |
| 2021-09 | -0.35% | +51.51% | 0.50% | — | — | — | +0.61 | 20.09 | 98.46% | 51.27% | 33.65% |
| 2021-08 | +1.35% | +52.04% | 0.50% | — | — | — | +1.26 | 19.56 | 96.83% | 51.74% | 33.59% |
| 2021-07 | -0.41% | +50.02% | 0.50% | — | — | — | +0.47 | 18.06 | 98.01% | 48.39% | 32.50% |
| 2021-06 | +0.81% | +50.64% | 0.50% | — | — | — | -0.06 | 17.67 | 99.89% | 49.29% | 34.35% |
| 2021-05 | +2.17% | +49.43% | 0.50% | — | — | — | +0.16 | 17.59 | 99.37% | 48.10% | 33.60% |
| 2021-04 | +4.34% | +46.25% | 0.50% | — | — | — | +0.43 | 17.06 | 99.06% | 49.71% | 33.65% |
| 2021-03 | +3.20% | +40.17% | 0.50% | — | — | — | +0.15 | 15.94 | 99.12% | 51.00% | 34.57% |
| 2021-02 | +1.67% | +35.82% | 0.50% | — | — | — | +0.10 | 15.31 | 100.00% | 52.65% | 33.70% |
| 2021-01 | +1.32% | +33.59% | 0.50% | — | — | — | -0.71 | 14.97 | 98.53% | 53.44% | 35.27% |
| 2020-12 | +4.22% | +31.85% | 0.50% | — | — | — | +0.65 | 15.46 | 96.38% | 51.36% | 41.20% |
| 2020-11 | +9.99% | +26.51% | 0.50% | — | — | — | -0.06 | 14.19 | 99.01% | 55.60% | 45.95% |
| 2020-10 | +0.14% | +15.02% | 0.50% | — | — | — | +0.22 | 12.97 | 97.92% | 54.66% | 44.33% |
| 2020-09 | -3.10% | +14.86% | 0.50% | — | — | — | -0.14 | 12.74 | 98.90% | 56.20% | 47.10% |
| 2020-08 | +5.82% | +18.54% | 0.50% | — | — | — | -0.04 | 13.30 | 98.50% | 53.61% | 44.36% |
| 2020-07 | +4.41% | +12.02% | 0.50% | — | — | — | +0.13 | 12.60 | 97.62% | 49.52% | 48.49% |
| 2020-06 | -2.21% | +7.29% | 0.50% | — | — | — | +0.13 | 11.95 | 92.38% | 43.60% | 42.51% |
| 2020-05 | +0.88% | +9.71% | 0.50% | — | — | — | +0.13 | 12.10 | 95.04% | 44.30% | 41.65% |
| 2020-04 | +9.71% | +8.75% | 0.50% | — | — | — | +0.38 | 11.87 | 92.50% | 40.44% | 39.43% |
| 2020-03 | -15.24% | -0.87% | 0.50% | — | — | — | -0.44 | 10.46 | 91.40% | 39.20% | 38.05% |
| 2020-02 | -6.17% | +16.95% | 0.50% | — | — | — | +0.01 | 12.89 | 96.43% | 39.64% | 37.16% |
| 2020-01 | +1.04% | +24.64% | 0.50% | — | — | — | +0.43 | 13.72 | 94.46% | 39.43% | 36.81% |
| 2019-12 | +1.12% | +23.36% | 0.51% | — | — | — | +0.92 | 13.16 | 90.05% | 38.53% | 35.26% |
| 2019-11 | +2.55% | +21.99% | 0.51% | — | — | — | +0.53 | 12.10 | 91.65% | 40.66% | 37.60% |
| 2019-10 | +2.94% | +18.96% | 0.51% | — | — | — | +0.35 | 11.28 | 90.78% | 40.25% | 37.50% |
| 2019-09 | +2.74% | +15.56% | 0.51% | — | — | — | +0.15 | 10.62 | 91.71% | 38.51% | 35.59% |
| 2019-08 | -0.96% | +12.48% | 0.51% | — | — | — | +0.18 | 10.19 | 93.03% | 39.35% | 36.41% |
| 2019-07 | +0.78% | +13.57% | 0.51% | — | — | — | +0.17 | 10.12 | 90.22% | 40.91% | 37.75% |
| 2019-06 | +3.41% | +12.69% | 0.51% | — | — | — | -0.19 | 9.87 | 90.68% | 41.84% | 38.70% |
| 2019-05 | -2.66% | +8.97% | 0.51% | — | — | — | +0.22 | 9.74 | 88.40% | 41.48% | 37.99% |
| 2019-04 | +3.53% | +11.95% | 0.51% | — | — | — | -0.14 | 9.79 | 94.59% | 43.51% | 40.55% |
| 2019-03 | +0.01% | +8.14% | 0.51% | — | — | — | +0.68 | 9.60 | 92.71% | 43.75% | 40.10% |
| 2019-02 | +1.89% | +8.12% | 0.51% | — | — | — | +0.30 | 8.93 | 93.95% | 42.44% | 40.31% |
| 2019-01 | +5.09% | +6.12% | 0.51% | — | — | — | -0.04 | 8.47 | 95.63% | 43.33% | 41.32% |
| 2018-12 | -7.46% | +0.98% | 0.53% | — | — | — | +0.52 | 8.11 | 90.63% | 43.16% | 41.06% |
| 2018-11 | +1.54% | +9.12% | 0.53% | — | — | — | +0.29 | 8.23 | 90.28% | 40.22% | 38.76% |
| 2018-10 | -4.00% | +7.46% | 0.53% | — | — | — | +0.12 | 7.82 | 91.18% | 42.46% | 39.39% |
| 2018-09 | -0.40% | +11.94% | 0.53% | — | — | — | +0.23 | 8.02 | 91.77% | 36.78% | 34.29% |
| 2018-08 | +3.84% | +12.39% | 0.53% | — | — | — | +0.16 | 7.82 | 90.79% | 38.24% | 35.55% |
| 2018-07 | +2.78% | +8.24% | 0.53% | — | — | — | +0.33 | 7.37 | 90.77% | 36.91% | 24.29% |
| 2018-06 | -0.35% | +5.31% | 0.53% | — | — | — | +0.09 | 6.85 | 92.26% | 36.35% | 22.77% |
| 2018-05 | +1.57% | +5.68% | 0.53% | — | — | — | +0.33 | 6.79 | 90.28% | 35.49% | 22.09% |
| 2018-04 | +1.94% | +4.04% | 0.53% | — | — | — | +0.30 | 6.36 | 91.04% | 33.18% | 22.33% |
| 2018-03 | -3.57% | +2.06% | 0.53% | — | — | — | +0.28 | 5.94 | 91.92% | 31.65% | 20.54% |
| 2018-02 | -2.58% | +5.84% | 0.53% | — | — | — | +0.15 | 5.88 | 92.52% | 31.63% | 19.90% |
| 2018-01 | +2.98% | +8.65% | 0.53% | — | — | — | +0.87 | 5.89 | 85.74% | 29.20% | 19.19% |
| 2017-12 | +1.48% | +5.50% | — | — | — | — | +0.84 | 4.87 | 90.35% | 30.39% | 18.07% |
| 2017-11 | +0.76% | +3.96% | — | — | — | — | +0.19 | 3.97 | 90.68% | 34.76% | 19.65% |
| 2017-10 | +1.38% | +3.18% | — | — | — | — | -0.01 | 3.75 | 93.07% | 34.40% | 18.40% |
| 2017-09 | +1.86% | +1.77% | — | — | — | — | +0.20 | 3.71 | 90.57% | 33.96% | 18.06% |
| 2017-08 | -2.57% | -0.08% | — | — | — | — | +0.34 | 3.44 | 90.12% | 32.27% | 18.60% |
| 2017-07 | +0.56% | +2.55% | — | — | — | — | +0.16 | 3.19 | 91.22% | 32.29% | 19.12% |
| 2017-06 | -0.17% | +1.98% | — | — | — | — | +0.46 | 3.01 | 92.03% | 33.55% | 19.93% |
| 2017-05 | +1.46% | +2.15% | — | — | — | — | +0.19 | 2.56 | 91.80% | 33.59% | 17.19% |
| 2017-04 | +1.53% | +0.68% | — | — | — | — | -0.04 | 2.34 | 96.15% | 36.32% | 18.80% |
| 2017-03 | -0.69% | -0.83% | — | — | — | — | +0.32 | 2.34 | 93.59% | 35.90% | 18.38% |
| 2017-02 | +1.49% | -0.14% | — | — | — | — | +0.29 | 2.04 | 91.18% | 34.31% | 20.59% |
| 2017-01 | -1.61% | -1.61% | — | — | — | — | +0.42 | 1.72 | 88.95% | 31.40% | 18.60% |
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.