חודשים בטווח
125
אינפיניטי גמל מסלול לבני 50 ומטה
נתונים היסטוריים מלאים עבור אינפיניטי גמל מסלול לבני 50 ומטה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7231 | שם קרן: אינפיניטי גמל מסלול לבני 50 ומטה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: אינפיניטי ניהול תיקי השקעות (בישראל ובעולם) בע"מ | חברה מנהלת: אינפיניטי השתלמות, גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מדרגות | תת התמחות: עד 50.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אינפיניטי גמל מסלול לבני 50 ומטה ישירות למייל.
תשואה חודשית אחרונה
+3.30%
תשואה מצטברת מההתחלה
+117.33%
| 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 | +3.30% | +117.33% | 0.61% | +0.84% | 1.20 | 7.67% | +7.73 | 164.44 | 58.19% | 31.13% | 17.55% |
| 2026-04 | +5.56% | +110.39% | 0.61% | +0.00% | 1.11 | 7.59% | +2.59 | 151.67 | 58.48% | 31.39% | 17.82% |
| 2026-03 | -2.60% | +99.31% | 0.61% | -0.12% | 0.98 | 7.33% | +8.42 | 141.28 | 57.48% | 30.59% | 18.22% |
| 2026-02 | +0.65% | +104.63% | 0.61% | +0.00% | 1.21 | 7.17% | +0.47 | 136.59 | 58.67% | 32.37% | 20.09% |
| 2026-01 | +2.53% | +103.31% | 0.61% | +0.12% | 1.21 | 7.17% | +1.52 | 135.31 | 58.69% | 32.04% | 19.67% |
| 2025-12 | +1.22% | +98.29% | 0.66% | +0.12% | 1.14 | 7.13% | +12.08 | 130.55 | 57.90% | 31.76% | 20.57% |
| 2025-11 | +0.66% | +95.90% | 0.66% | +0.24% | 1.14 | 7.17% | +3.33 | 117.09 | 55.83% | 31.99% | 21.05% |
| 2025-10 | +2.03% | +94.62% | 0.66% | +0.36% | 1.19 | 7.48% | +6.25 | 113.05 | 56.34% | 32.91% | 21.51% |
| 2025-09 | +2.12% | +90.74% | 0.66% | +0.12% | 1.13 | 7.46% | +3.06 | 104.70 | 55.93% | 31.61% | 20.68% |
| 2025-08 | +0.33% | +86.78% | 0.66% | +0.12% | 1.02 | 7.56% | +7.41 | 99.55 | 53.72% | 29.11% | 17.15% |
| 2025-07 | +1.52% | +86.17% | 0.66% | +0.36% | 1.08 | 7.69% | +5.88 | 91.89 | 55.36% | 28.68% | 17.64% |
| 2025-06 | +4.63% | +83.38% | 0.66% | +0.36% | 1.07 | 7.75% | -0.55 | 84.75 | 55.29% | 28.44% | 17.07% |
| 2025-05 | +3.33% | +75.27% | 0.66% | +0.72% | 0.89 | 7.66% | +3.91 | 81.55 | 53.62% | 28.83% | 17.29% |
| 2025-04 | +1.21% | +69.62% | 0.66% | +0.72% | 0.78 | 7.57% | +4.07 | 75.16 | 51.80% | 27.93% | 16.30% |
| 2025-03 | -3.25% | +67.59% | 0.66% | +0.72% | 0.81 | 7.89% | +5.34 | 70.22 | 52.39% | 30.23% | 17.79% |
| 2025-02 | +0.03% | +73.22% | 0.66% | +0.60% | 0.78 | 9.38% | +6.17 | 67.17 | 54.07% | 32.80% | 18.94% |
| 2025-01 | +1.55% | +73.17% | 0.66% | +1.08% | 0.76 | 9.51% | +2.45 | 61.04 | 56.00% | 35.73% | 20.15% |
| 2024-12 | +1.14% | +70.53% | 0.76% | +1.08% | 0.72 | 9.50% | +1.51 | 57.74 | 54.68% | 35.64% | 21.25% |
| 2024-11 | +2.83% | +68.60% | 0.76% | +1.32% | 0.71 | 9.49% | +0.66 | 55.64 | 54.65% | 36.72% | 22.12% |
| 2024-10 | +1.06% | +63.96% | 0.76% | +1.20% | 0.64 | 9.45% | +3.00 | 53.50 | 54.90% | 37.42% | 22.90% |
| 2024-09 | +1.43% | +62.24% | 0.76% | +1.20% | 0.64 | 9.47% | +5.26 | 49.99 | 49.41% | 34.73% | 20.68% |
| 2024-08 | +0.82% | +59.96% | 0.76% | — | 0.61 | 9.48% | +3.01 | 44.10 | 54.35% | 38.23% | 22.61% |
| 2024-07 | +0.37% | +58.66% | 0.76% | +1.56% | 0.60 | 9.49% | +2.11 | 40.73 | 52.59% | 38.42% | 22.76% |
| 2024-06 | +1.83% | +58.07% | 0.76% | +1.92% | 0.62 | 9.50% | +2.22 | 38.48 | 52.70% | 39.48% | 23.08% |
| 2024-05 | +1.37% | +55.23% | 0.76% | +1.56% | 0.60 | 9.52% | +1.13 | 35.63 | 55.23% | 40.58% | 23.60% |
| 2024-04 | -1.46% | +53.13% | 0.76% | +1.44% | 0.55 | 9.54% | +3.69 | 34.05 | 50.90% | 35.68% | 22.94% |
| 2024-03 | +2.22% | +55.40% | 0.76% | +1.44% | 0.66 | 9.52% | +1.84 | 30.81 | 54.14% | 36.71% | 22.85% |
| 2024-02 | +2.45% | +52.03% | 0.76% | +1.44% | 0.60 | 9.49% | +1.39 | 28.33 | 54.22% | 37.63% | 22.91% |
| 2024-01 | +0.88% | +48.39% | 0.76% | +1.56% | 0.55 | 9.46% | +1.83 | 26.31 | 52.26% | 38.35% | 23.11% |
| 2023-12 | +2.78% | +47.10% | 0.74% | +1.20% | 0.56 | 9.51% | +1.64 | 24.28 | 47.36% | 34.23% | 21.33% |
| 2023-11 | +3.90% | +43.12% | 0.74% | +0.96% | 0.42 | 9.80% | +0.29 | 22.03 | 49.93% | 36.50% | 22.88% |
| 2023-10 | -2.49% | +37.75% | 0.74% | +0.96% | 0.30 | 9.68% | +0.16 | 20.93 | 49.83% | 34.73% | 23.70% |
| 2023-09 | -1.66% | +41.26% | 0.74% | +0.36% | 0.39 | 9.67% | +0.39 | 21.32 | 49.16% | 30.49% | 21.86% |
| 2023-08 | +0.54% | +43.65% | 0.74% | +0.60% | 0.48 | 9.62% | +0.84 | 21.31 | 51.81% | 32.10% | 22.90% |
| 2023-07 | +3.51% | +42.88% | 0.74% | +0.48% | 0.50 | 9.67% | +0.20 | 20.36 | 53.78% | 32.91% | 23.58% |
| 2023-06 | +2.19% | +38.03% | 0.74% | +0.36% | 0.42 | 9.58% | +0.10 | 19.49 | 54.03% | 33.71% | 23.55% |
| 2023-05 | +3.13% | +35.07% | 0.74% | +0.12% | 0.35 | 9.55% | -0.05 | 18.98 | 54.11% | 33.40% | 23.39% |
| 2023-04 | +1.62% | +30.97% | 0.74% | -0.36% | 0.27 | 9.47% | -0.69 | 18.47 | 54.03% | 32.92% | 22.90% |
| 2023-03 | +1.56% | +28.89% | 0.74% | -0.48% | 0.23 | 9.46% | +1.27 | 18.87 | 51.78% | 31.48% | 21.83% |
| 2023-02 | -1.67% | +26.91% | 0.74% | -0.84% | 0.17 | 9.50% | -0.72 | 17.34 | 54.56% | 33.33% | 23.13% |
| 2023-01 | +2.84% | +29.06% | 0.74% | -0.84% | 0.22 | 9.50% | -0.53 | 18.39 | 52.26% | 28.66% | 20.17% |
| 2022-12 | -3.03% | +25.50% | 0.53% | -1.08% | 0.15 | 9.45% | +1.20 | 18.41 | 51.87% | 27.10% | 18.69% |
| 2022-11 | -0.51% | +29.42% | 0.53% | -0.72% | 0.29 | 9.34% | +0.05 | 17.78 | 55.62% | 28.07% | 18.95% |
| 2022-10 | +0.69% | +30.08% | 0.53% | -0.96% | 0.33 | 9.33% | +1.11 | 17.83 | 55.41% | 27.82% | 18.23% |
| 2022-09 | -4.97% | +29.19% | 0.53% | -0.72% | 0.32 | 9.34% | +0.33 | 16.60 | 53.49% | 26.87% | 17.11% |
| 2022-08 | -0.67% | +35.95% | 0.53% | -0.60% | 0.55 | 9.02% | +0.28 | 17.15 | 54.58% | 24.14% | 14.05% |
| 2022-07 | +4.91% | +36.86% | 0.53% | -0.72% | 0.58 | 9.02% | +0.17 | 16.99 | 55.80% | 26.02% | 15.66% |
| 2022-06 | -3.01% | +30.46% | 0.53% | -1.08% | 0.43 | 8.79% | +1.24 | 16.04 | 54.93% | 25.56% | 15.46% |
| 2022-05 | -3.88% | +34.51% | 0.53% | -0.72% | 0.56 | 8.67% | +0.01 | 15.29 | 57.55% | 28.65% | 16.94% |
| 2022-04 | -2.51% | +39.94% | 0.53% | -0.84% | 0.76 | 8.45% | +2.14 | 15.95 | 57.12% | 25.58% | 13.73% |
| 2022-03 | +1.39% | +43.54% | 0.53% | -0.36% | 0.90 | 8.35% | +1.47 | 14.17 | 57.23% | 27.38% | 13.06% |
| 2022-02 | +0.05% | +41.57% | 0.53% | -0.48% | 0.86 | 8.34% | +4.60 | 12.52 | 56.07% | 26.68% | 11.42% |
| 2022-01 | -1.55% | +41.50% | 0.53% | -0.48% | 0.88 | 8.34% | +0.95 | 7.94 | 56.68% | 27.46% | 14.48% |
| 2021-12 | +1.55% | +43.73% | 0.54% | -0.48% | 0.95 | 8.30% | +1.08 | 7.11 | 53.87% | 26.86% | 16.17% |
| 2021-11 | +0.34% | +41.54% | 0.54% | -0.12% | 0.91 | 8.30% | -0.02 | 5.94 | 56.06% | 29.63% | 18.52% |
| 2021-10 | +2.79% | +41.06% | 0.54% | -0.12% | 0.92 | 8.30% | +0.11 | 5.95 | 53.95% | 29.58% | 18.99% |
| 2021-09 | -0.46% | +37.23% | 0.54% | -0.12% | 0.82 | 8.25% | +0.02 | 5.69 | 52.90% | 28.47% | 19.16% |
| 2021-08 | +0.92% | +37.86% | 0.54% | +0.12% | 0.84 | 8.25% | -0.07 | 5.70 | 52.98% | 29.12% | 19.30% |
| 2021-07 | -0.23% | +36.60% | 0.54% | +0.48% | 0.82 | 8.26% | +0.09 | 5.72 | 51.40% | 27.97% | 20.10% |
| 2021-06 | +0.93% | +36.92% | 0.54% | +0.60% | 0.87 | 8.32% | -0.11 | 5.64 | 51.42% | 27.48% | 20.21% |
| 2021-05 | +1.34% | +35.66% | 0.54% | +0.36% | 0.82 | 8.36% | -0.02 | 5.70 | 51.93% | 29.65% | 21.40% |
| 2021-04 | +2.68% | +33.86% | 0.54% | +0.60% | 0.79 | 8.35% | -0.11 | 5.65 | 51.50% | 30.27% | 20.88% |
| 2021-03 | +1.27% | +30.37% | 0.54% | +0.36% | 0.71 | 8.30% | +0.03 | 5.61 | 50.98% | 30.84% | 20.14% |
| 2021-02 | +0.61% | +28.73% | 0.54% | +0.60% | 0.69 | 8.30% | +0.04 | 5.51 | 51.72% | 31.94% | 19.96% |
| 2021-01 | +1.02% | +27.95% | 0.54% | +0.36% | 0.66 | 8.32% | +0.03 | 5.44 | 51.10% | 31.62% | 19.49% |
| 2020-12 | +2.51% | +26.66% | 0.58% | +0.60% | 0.61 | 8.37% | +0.06 | 5.36 | 51.68% | 32.09% | 23.88% |
| 2020-11 | +5.57% | +23.56% | 0.58% | — | — | — | +0.04 | 5.17 | 51.45% | 30.17% | 24.56% |
| 2020-10 | +0.39% | +17.04% | 0.58% | — | — | — | +0.04 | 4.85 | 49.69% | 27.84% | 23.09% |
| 2020-09 | -2.22% | +16.59% | 0.58% | — | — | — | +0.08 | 4.80 | 50.63% | 30.00% | 25.00% |
| 2020-08 | +3.95% | +19.23% | 0.58% | — | — | — | +0.03 | 4.83 | 52.38% | 30.02% | 23.19% |
| 2020-07 | +3.07% | +14.70% | 0.58% | — | — | — | +0.16 | 4.62 | 49.13% | 25.76% | 29.00% |
| 2020-06 | -1.97% | +11.29% | 0.58% | — | — | — | -0.01 | 4.33 | 46.19% | 21.94% | 24.71% |
| 2020-05 | +0.76% | +13.52% | 0.58% | — | — | — | +0.19 | 4.43 | 47.40% | 24.15% | 24.15% |
| 2020-04 | +5.68% | +12.67% | 0.58% | — | — | — | +0.79 | 4.21 | 44.66% | 20.67% | 23.99% |
| 2020-03 | -11.23% | +6.61% | 0.58% | — | — | — | +0.24 | 3.22 | 41.61% | 16.77% | 21.12% |
| 2020-02 | -2.81% | +20.10% | 0.58% | — | — | — | +0.06 | 3.38 | 45.27% | 18.64% | 19.23% |
| 2020-01 | +0.61% | +23.57% | 0.58% | — | — | — | -0.06 | 3.43 | 46.06% | 18.95% | 18.95% |
| 2019-12 | +0.68% | +22.82% | 0.57% | — | — | — | +0.03 | 3.47 | 51.87% | 23.34% | 19.60% |
| 2019-11 | +1.67% | +21.99% | 0.57% | — | — | — | +0.02 | 3.42 | 52.34% | 23.39% | 19.59% |
| 2019-10 | +2.06% | +19.99% | 0.57% | — | — | — | -0.20 | 3.34 | 51.20% | 23.65% | 20.06% |
| 2019-09 | +1.81% | +17.57% | 0.57% | — | — | — | +0.01 | 3.47 | 46.97% | 21.61% | 19.02% |
| 2019-08 | -0.52% | +15.48% | 0.57% | — | — | — | -0.14 | 3.41 | 48.97% | 24.34% | 21.11% |
| 2019-07 | +0.91% | +16.08% | 0.57% | — | — | — | -0.31 | 3.57 | 49.86% | 25.21% | 21.85% |
| 2019-06 | +2.48% | +15.03% | 0.57% | — | — | — | -0.05 | 3.85 | 49.09% | 25.19% | 22.60% |
| 2019-05 | -1.02% | +12.25% | 0.57% | — | — | — | +0.04 | 3.80 | 45.26% | 22.11% | 21.32% |
| 2019-04 | +2.18% | +13.41% | 0.57% | — | — | — | -0.01 | 3.81 | 48.56% | 22.05% | 21.52% |
| 2019-03 | +0.56% | +10.99% | 0.57% | — | — | — | -0.02 | 3.74 | 45.99% | 22.73% | 22.19% |
| 2019-02 | +1.53% | +10.37% | 0.57% | — | — | — | +0.00 | 3.74 | 45.99% | 21.66% | 22.99% |
| 2019-01 | +2.74% | +8.71% | 0.57% | — | — | — | -0.05 | 3.69 | 47.97% | 22.49% | 23.31% |
| 2018-12 | -5.20% | +5.81% | 0.57% | — | — | — | +0.07 | 3.64 | 46.15% | 22.25% | 23.35% |
| 2018-11 | +0.54% | +11.61% | 0.57% | — | — | — | -0.54 | 3.77 | 46.68% | 23.08% | 22.81% |
| 2018-10 | -2.29% | +11.01% | 0.57% | — | — | — | -0.04 | 4.28 | 48.36% | 25.23% | 24.30% |
| 2018-09 | +0.06% | +13.61% | 0.57% | — | — | — | -0.28 | 4.42 | 44.57% | 22.85% | 21.49% |
| 2018-08 | +2.63% | +13.54% | 0.57% | — | — | — | -0.08 | 4.70 | 47.02% | 21.70% | 20.85% |
| 2018-07 | +1.41% | +10.63% | 0.57% | — | — | — | -0.01 | 4.67 | 48.18% | 19.27% | 18.42% |
| 2018-06 | +0.05% | +9.10% | 0.57% | — | — | — | -0.12 | 4.62 | 49.78% | 18.83% | 16.88% |
| 2018-05 | +0.67% | +9.04% | 0.57% | — | — | — | -0.35 | 4.75 | 48.00% | 18.32% | 16.63% |
| 2018-04 | +1.01% | +8.32% | 0.57% | — | — | — | -0.17 | 5.07 | 45.56% | 15.19% | 16.57% |
| 2018-03 | -2.09% | +7.23% | 0.57% | — | — | — | +0.03 | 5.19 | 44.89% | 13.29% | 15.80% |
| 2018-02 | -1.66% | +9.52% | 0.57% | — | — | — | -0.08 | 5.26 | 45.82% | 13.69% | 15.97% |
| 2018-01 | +1.58% | +11.37% | 0.57% | — | — | — | +0.11 | 5.44 | 45.22% | 13.42% | 15.07% |
| 2017-12 | +1.17% | +9.64% | 0.56% | — | — | — | +0.10 | 5.25 | 46.10% | 13.33% | 15.43% |
| 2017-11 | +0.53% | +8.37% | 0.56% | — | — | — | -0.04 | 5.10 | 46.08% | 13.92% | 16.47% |
| 2017-10 | +1.28% | +7.80% | 0.56% | — | — | — | -0.05 | 5.12 | 45.12% | 13.87% | 15.43% |
| 2017-09 | +0.88% | +6.44% | 0.56% | — | — | — | -0.11 | 5.10 | 44.12% | 13.53% | 15.29% |
| 2017-08 | -0.60% | +5.51% | 0.56% | — | — | — | -0.11 | 5.16 | 44.38% | 14.73% | 15.12% |
| 2017-07 | +0.81% | +6.15% | 0.56% | — | — | — | -0.24 | 5.31 | 44.26% | 14.69% | 15.44% |
| 2017-06 | -0.77% | +5.29% | 0.56% | — | — | — | -0.30 | 5.51 | 50.27% | 19.96% | 19.42% |
| 2017-05 | +1.13% | +6.11% | 0.56% | — | — | — | -0.08 | 5.86 | 48.63% | 19.45% | 21.50% |
| 2017-04 | +1.31% | +4.92% | 0.56% | — | — | — | +0.10 | 5.87 | 47.70% | 19.25% | 21.64% |
| 2017-03 | +0.11% | +3.57% | 0.56% | — | — | — | -0.22 | 5.70 | 48.42% | 19.30% | 22.11% |
| 2017-02 | +0.76% | +3.45% | 0.56% | — | — | — | +0.04 | 5.92 | 47.13% | 18.41% | 21.28% |
| 2017-01 | -0.68% | +2.67% | 0.56% | — | — | — | -0.34 | 5.83 | 47.34% | 18.52% | 21.27% |
| 2016-12 | +1.50% | +3.38% | — | — | — | — | +0.04 | 6.21 | 45.41% | 17.55% | 16.91% |
| 2016-11 | +0.88% | +1.85% | — | — | — | — | +0.15 | 6.08 | 44.24% | 16.12% | 14.97% |
| 2016-10 | -0.46% | +0.96% | — | — | — | — | -0.28 | 5.88 | 44.56% | 16.16% | 15.48% |
| 2016-09 | -0.51% | +1.43% | — | — | — | — | -0.04 | 6.20 | 43.06% | 15.32% | 14.68% |
| 2016-08 | +0.03% | +1.95% | — | — | — | — | +0.25 | 6.28 | 42.83% | 15.13% | 14.49% |
| 2016-07 | +2.98% | +1.92% | — | — | — | — | +0.85 | 6.03 | 41.79% | 15.26% | 14.76% |
| 2016-06 | -1.29% | -1.03% | — | — | — | — | +0.45 | 5.04 | 44.44% | 17.26% | 17.06% |
| 2016-05 | +0.89% | +0.26% | — | — | — | — | +0.50 | 4.66 | 44.64% | 18.03% | 18.24% |
| 2016-04 | +0.58% | -0.62% | — | — | — | — | +0.19 | 4.12 | 45.63% | 19.42% | 18.93% |
| 2016-03 | +1.32% | -1.20% | — | — | — | — | +0.13 | 3.91 | 48.08% | 20.72% | 18.16% |
| 2016-02 | -0.99% | -2.49% | — | — | — | — | -0.09 | 3.73 | 48.79% | 20.38% | 16.89% |
| 2016-01 | -1.51% | -1.51% | — | — | — | — | +0.05 | 3.85 | 48.57% | 20.26% | 16.36% |
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.