נתונים היסטוריים · גמל

הפניקס גמל בניהול אישי

נתונים היסטוריים מלאים עבור הפניקס גמל בניהול אישי, 144 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2023 | שם קרן: הפניקס גמל בניהול אישי | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: הפניקס אחזקות בע"מ | חברה מנהלת: הפניקס פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: כללי | תת התמחות: כללי.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 144
תשואה חודשית אחרונה +0.00%
תשואה מצטברת מההתחלה +0.00%
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 +0.00% +0.00% 0.15% -2.88% -8.13 0.00% +3.24 1588.20 31.38% 82.48% 84.04%
2026-04 +0.00% +0.00% 0.15% -2.88% -7.79 0.00% +0.43 1628.31 37.86% 80.51% 84.78%
2026-03 +0.00% +0.00% 0.15% -2.76% -7.48 0.00% +12.84 1675.92 36.03% 81.25% 85.47%
2026-02 +0.00% +0.00% 0.15% -2.76% -7.18 0.00% +6.09 1679.37 37.35% 81.39% 85.90%
2026-01 +0.00% +0.00% 0.15% -2.76% -6.91 0.00% -26.31 1658.66 37.61% 82.29% 86.27%
2025-12 +0.00% +0.00% 0.14% -2.64% -6.64 0.00% -44.44 1705.56 38.46% 80.98% 87.28%
2025-11 +0.00% +0.00% 0.14% -2.64% -6.40 0.00% +9.46 1772.32 37.14% 79.72% 88.11%
2025-10 +0.00% +0.00% 0.14% -2.64% -6.17 0.00% +3.12 1740.07 36.99% 81.08% 88.20%
2025-09 +0.00% +0.00% 0.14% -2.64% -5.96 0.00% +36.69 1734.75 36.87% 81.21% 88.46%
2025-08 +0.00% +0.00% 0.14% -2.40% -5.76 0.00% +41.58 1687.75 36.49% 82.13% 89.85%
2025-07 +0.00% +0.00% 0.14% -2.40% -5.57 0.00% +25.27 1645.97 35.03% 81.99% 91.05%
2025-06 +0.00% +0.00% 0.14% -2.40% -5.39 0.00% +65.61 1595.73 34.25% 82.90% 91.64%
2025-05 +0.00% +0.00% 0.14% -2.28% -5.21 0.00% +38.43 1558.13 34.67% 80.74% 94.57%
2025-04 +0.00% +0.00% 0.14% -2.28% -5.04 0.00% +33.51 1550.76 32.57% 75.63% 95.70%
2025-03 +0.00% +0.00% 0.14% -2.16% -4.88 0.00% +28.63 1535.22 35.56% 41.50% 96.19%
2025-02 +0.00% +0.00% 0.14% -2.04% -4.73 0.00% +16.02 1445.57 36.63% 41.29% 96.62%
2025-01 +0.00% +0.00% 0.14% -2.04% -4.58 0.00% +21.45 1435.04 36.33% 41.05% 96.93%
2024-12 +0.00% +0.00% 0.17% -1.92% -4.43 0.00% +3.84 1410.27 36.05% 40.99% 98.69%
2024-11 +0.00% +0.00% 0.17% -1.80% -4.29 0.00% +0.00 1404.89 35.08% 43.06% 98.02%
2024-10 +0.00% +0.00% 0.17% -1.80% -4.16 0.00% +0.00 1420.96 36.42% 45.32% 90.54%
2024-09 +0.00% +0.00% 0.17% -1.68% -4.03 0.00% +1.94 1443.25 36.75% 45.64% 90.44%
2024-08 +0.00% +0.00% 0.17% -3.74 0.00% +2.43 1406.07 36.93% 46.47% 90.58%
2024-07 +0.00% +0.00% 0.17% -1.56% -3.77 0.00% +0.00 1424.21 36.95% 46.33% 90.57%
2024-06 +0.00% +0.00% 0.17% -1.44% -3.65 0.00% -3.69 1404.79 37.15% 47.00% 90.73%
2024-05 +0.00% +0.00% 0.17% -1.44% -3.53 0.00% +0.01 1387.07 37.57% 47.05% 90.75%
2024-04 +0.00% +0.00% 0.17% -1.32% -3.41 0.00% -0.83 1375.30 37.60% 46.95% 90.76%
2024-03 +0.00% +0.00% 0.17% -1.32% -3.29 0.00% -7.72 1367.34 38.40% 47.08% 90.86%
2024-02 +0.00% +0.00% 0.17% -1.20% -3.17 0.00% -0.39 1318.85 38.63% 46.83% 90.82%
2024-01 +0.00% +0.00% 0.17% -1.20% -3.06 0.00% +0.00 1326.27 37.98% 47.21% 90.86%
2023-12 +0.00% +0.00% 0.18% -1.08% -2.95 0.00% +0.00 1318.93 37.90% 48.01% 90.89%
2023-11 +0.00% +0.00% 0.18% -1.08% -2.84 0.00% -3.40 1314.07 38.09% 48.22% 90.89%
2023-10 +0.00% +0.00% 0.18% -0.96% -2.74 0.00% -0.96 1364.01 36.71% 47.94% 90.49%
2023-09 +0.00% +0.00% 0.18% -0.96% -2.63 0.00% -201.11 1320.20 36.85% 49.09% 91.15%
2023-08 +0.00% +0.00% 0.18% -0.84% -2.52 0.00% +0.00 1526.62 31.21% 55.71% 89.77%
2023-07 +0.00% +0.00% 0.18% -0.72% -2.42 0.00% +0.02 1489.51 32.26% 57.55% 92.20%
2023-06 +0.00% +0.00% 0.18% -0.72% -2.33 0.00% -0.02 1467.80 63.36% 115.00% 183.78%
2023-05 +0.00% +0.00% 0.18% -0.60% -2.24 0.00% +0.00 1452.22 31.00% 57.70% 92.06%
2023-04 +0.00% +0.00% 0.18% -0.60% -2.15 0.00% +0.04 1446.95 31.53% 60.43% 92.58%
2023-03 +0.00% +0.00% 0.18% -0.48% -2.08 0.00% -3.64 1404.95 31.75% 61.32% 93.80%
2023-02 +0.00% +0.00% 0.18% -0.36% -2.02 0.00% -49.42 1442.51 29.45% 61.68% 95.09%
2023-01 +0.00% +0.00% 0.18% -0.36% -1.98 0.00% +0.00 1445.79 30.24% 61.73% 97.78%
2022-12 +0.00% +0.00% 0.18% -0.36% -1.98 0.00% -6.09 1430.90 29.61% 62.82% 97.75%
2022-11 +0.00% +0.00% 0.18% -0.24% -2.05 0.00% +0.00 1404.93 30.17% 63.33% 97.63%
2022-10 +0.00% +0.00% 0.18% -0.24% -2.30 0.00% +0.00 1409.10 30.08% 63.15% 97.34%
2022-09 +0.00% +0.00% 0.18% -0.24% -2.48 0.00% +2.58 1385.10 60.82% 63.25% 129.12%
2022-08 +0.00% +0.00% 0.18% -0.24% -2.75 0.00% +0.00 1348.82 57.17% 129.09% 186.18%
2022-07 +0.00% +0.00% 0.18% -0.12% -3.75 0.00% +0.00 1403.42 28.71% 66.79% 97.34%
2022-06 +0.00% +0.00% 0.18% -0.12% -3.91 0.00% -0.17 1414.75 29.35% 68.18% 98.04%
2022-05 +0.00% +0.00% 0.18% -0.12% -3.85 0.00% -17.28 1399.77 33.86% 69.60% 98.02%
2022-04 +0.00% +0.00% 0.18% -0.12% -4.00 0.00% +0.00 1386.55 35.06% 70.21% 98.46%
2022-03 +0.00% +0.00% 0.18% -0.24% -4.31 0.00% -0.15 1360.07 35.24% 70.69% 97.03%
2022-02 +0.00% +0.00% 0.18% -0.24% -4.39 0.00% +8.72 1416.72 35.68% 74.57% 98.50%
2022-01 +0.00% +0.00% 0.18% -0.24% -4.59 0.00% +0.00 1424.58 35.75% 75.55% 99.22%
2021-12 +0.00% +0.00% 0.18% -0.24% -4.69 0.00% -0.13 1410.13 35.08% 77.24% 97.56%
2021-11 +0.00% +0.00% 0.18% -0.24% -5.10 0.00% +0.00 1409.52 34.73% 78.14% 97.89%
2021-10 +0.00% +0.00% 0.18% -0.24% -5.58 0.00% -3.21 1422.29 35.12% 77.84% 97.64%
2021-09 +0.00% +0.00% 0.18% -0.24% -5.60 0.00% -0.14 1443.69 34.51% 73.04% 97.79%
2021-08 +0.00% +0.00% 0.18% -0.24% -5.76 0.00% +0.00 1450.82 35.87% 75.54% 97.84%
2021-07 +0.00% +0.00% 0.18% -0.24% -5.92 0.00% +0.00 1466.41 36.28% 76.12% 97.89%
2021-06 +0.00% +0.00% 0.18% -0.24% -6.11 0.00% -0.14 1459.20 36.33% 82.38% 97.86%
2021-05 +0.00% +0.00% 0.18% -0.24% -6.31 0.00% +0.00 1431.94 33.48% 84.20% 97.82%
2021-04 +0.00% +0.00% 0.18% -0.24% -6.54 0.00% +10.41 1415.22 33.64% 84.11% 97.83%
2021-03 +0.00% +0.00% 0.18% -0.24% -6.79 0.00% -0.12 1414.07 33.50% 86.10% 97.88%
2021-02 +0.00% +0.00% 0.18% -0.24% -7.33 0.00% +0.00 1390.32 33.77% 59.80% 98.59%
2021-01 +0.00% +0.00% 0.18% -0.24% -7.68 0.00% +0.00 1378.32 33.36% 59.73% 98.55%
2020-12 +0.00% +0.00% 0.18% -0.24% -11.15 0.00% -1.12 1343.56 31.99% 59.63% 98.52%
2020-11 +0.00% +0.00% 0.18% -0.24% -11.54 0.00% +0.00 1361.62 30.62% 61.25% 98.50%
2020-10 +0.00% +0.00% 0.18% -0.24% -12.88 0.00% +0.00 1356.74 28.31% 61.88% 98.46%
2020-09 +0.00% +0.00% 0.18% -0.24% -12.92 0.00% +16.38 1370.54 29.16% 63.39% 98.37%
2020-08 +0.00% +0.00% 0.18% -0.24% -13.58 0.00% +0.00 1328.17 26.96% 66.61% 98.42%
2020-07 +0.00% +0.00% 0.18% -0.24% -13.36 0.00% +0.00 1323.74 26.32% 83.21% 98.56%
2020-06 +0.00% +0.00% 0.18% -0.24% -14.11 0.00% -0.10 1322.14 25.86% 85.07% 98.65%
2020-05 +0.00% +0.00% 0.18% -0.24% -15.03 0.00% +0.00 1311.49 27.15% 88.45% 98.81%
2020-04 +0.00% +0.00% 0.18% +0.00 1285.06 26.85% 88.87% 98.89%
2020-03 +0.00% +0.00% 0.18% -0.11 1270.69 25.92% 90.40% 104.12%
2020-02 +0.00% +0.00% 0.18% +0.00 1305.96 25.67% 78.78% 99.38%
2020-01 +0.00% +0.00% 0.18% +0.00 1325.24 27.64% 84.82% 99.16%
2019-12 +0.00% +0.00% 0.18% -0.10 1322.42 27.16% 90.19% 99.13%
2019-11 +0.00% +0.00% 0.18% +0.00 1316.74 24.64% 89.86% 99.02%
2019-10 +0.00% +0.00% 0.18% -0.07 1333.35 21.65% 89.88% 99.10%
2019-09 +0.00% +0.00% 0.18% -0.04 1317.18 20.41% 89.69% 97.86%
2019-08 +0.00% +0.00% 0.18% +0.00 1309.27 19.54% 91.83% 99.61%
2019-07 +0.00% +0.00% 0.18% +0.02 1297.47 19.70% 91.65% 99.27%
2019-06 +0.00% +0.00% 0.18% -0.12 1315.54 19.11% 91.19% 98.72%
2019-05 +0.00% +0.00% 0.18% +0.00 1310.97 18.01% 90.77% 99.54%
2019-04 +0.00% +0.00% 0.18% +0.00 1307.58 16.78% 90.04% 98.69%
2019-03 +0.00% +0.00% 0.18% -0.10 1305.49 16.80% 90.18% 98.84%
2019-02 +0.00% +0.00% 0.18% +0.00 1282.80 16.41% 91.13% 99.14%
2019-01 +0.00% +0.00% 0.18% -0.01 1288.20 18.10% 87.97% 95.99%
2018-12 +0.00% +0.00% 0.19% -6.75 1301.56 15.50% 90.58% 99.71%
2018-11 +0.00% +0.00% 0.19% +0.00 1302.97 16.72% 91.42% 98.92%
2018-10 +0.00% +0.00% 0.19% -0.60 1308.82 16.36% 90.71% 98.17%
2018-09 +0.00% +0.00% 0.19% -0.10 1280.18 17.93% 91.40% 98.87%
2018-08 +0.00% +0.00% 0.19% +0.00 1281.55 17.95% 92.85% 98.97%
2018-07 +0.00% +0.00% 0.19% -34.67 1301.74 18.12% 91.44% 97.86%
2018-06 +0.00% +0.00% 0.19% -65.92 1314.95 17.71% 88.33% 96.61%
2018-05 +0.00% +0.00% 0.19% +0.00 1351.54 17.52% 83.85% 91.49%
2018-04 +0.00% +0.00% 0.19% +0.00 1364.68 18.76% 82.64% 92.04%
2018-03 +0.00% +0.00% 0.19% -0.10 1344.31 22.32% 82.19% 89.71%
2018-02 +0.00% +0.00% 0.19% -0.35 1335.29 20.88% 81.23% 90.10%
2018-01 +0.00% +0.00% 0.19% +0.00 1322.14 22.50% 79.94% 89.22%
2017-12 +0.00% +0.00% 0.18% +1.54 1327.03 21.60% 82.49% 90.42%
2017-11 +0.00% +0.00% 0.18% +0.00 1334.60 21.37% 78.44% 89.54%
2017-10 +0.00% +0.00% 0.18% +0.00 1336.23 25.99% 86.28% 93.39%
2017-09 +0.00% +0.00% 0.18% -1.14 1326.63 25.99% 84.44% 94.01%
2017-08 +0.00% +0.00% 0.18% +1.06 1349.10 21.89% 80.30% 89.52%
2017-07 +0.00% +0.00% 0.18% +0.00 1327.92 22.62% 80.17% 89.87%
2017-06 +0.00% +0.00% 0.18% +87.12 1290.69 21.61% 79.74% 89.81%
2017-05 +0.00% +0.00% 0.18% -0.03 1227.87 24.37% 85.07% 94.55%
2017-04 +0.00% +0.00% 0.18% +0.00 1236.09 22.82% 84.27% 95.63%
2017-03 +0.00% +0.00% 0.18% -7.83 1223.07 24.07% 85.60% 96.12%
2017-02 +0.00% +0.00% 0.18% +0.00 1238.50 13.66% 50.91% 61.36%
2017-01 +0.00% +0.00% 0.18% +2.77 1258.68 13.61% 51.53% 61.57%
2016-12 +0.00% +0.00% 0.20% -0.08 1265.10 13.34% 52.64% 61.98%
2016-11 +0.00% +0.00% 0.20% +10.00 1249.57 12.81% 52.63% 62.27%
2016-10 +0.00% +0.00% 0.20% +0.00 1249.28 12.52% 53.08% 62.45%
2016-09 +0.00% +0.00% 0.20% -0.08 1221.87 12.04% 52.27% 62.04%
2016-08 +0.00% +0.00% 0.20% +0.00 1231.54 11.65% 50.93% 61.49%
2016-07 +0.00% +0.00% 0.20% -0.02 1229.14 9.60% 41.32% 58.20%
2016-06 +0.00% +0.00% 0.20% -0.05 1215.48 21.29% 77.20% 95.34%
2016-05 +0.00% +0.00% 0.20% +0.00 1212.00 25.87% 78.23% 101.19%
2016-04 +0.00% +0.00% 0.20% +37.86 1183.87 21.53% 73.53% 94.04%
2016-03 +0.00% +0.00% 0.20% -0.06 1131.71 20.93% 53.66% 72.82%
2016-02 +0.00% +0.00% 0.20% +0.00 1150.02 22.04% 66.68% 97.60%
2016-01 +0.00% +0.00% 0.20% +0.00 1171.53 21.96% 68.33% 97.59%
2015-12 +0.00% +0.00% 0.24% +0.42 1167.65 20.25% 75.88% 97.91%
2015-11 +0.00% +0.00% 0.24% +31.11 1173.01 20.66% 75.85% 97.86%
2015-10 +0.00% +0.00% 0.24% +0.01 1145.79 21.18% 77.17% 97.84%
2015-09 +0.00% +0.00% 0.24% -0.12 1136.10 20.42% 75.73% 97.85%
2015-08 +0.00% +0.00% 0.24% +0.01 1147.25 20.95% 75.88% 97.82%
2015-07 +0.00% +0.00% 0.24% -0.01 1114.77 21.20% 73.15% 97.74%
2015-06 +0.00% +0.00% 0.24% +30.81 1112.25 20.91% 73.72% 97.66%
2012-12 +0.00% +0.00% +223.51 480.47 12.96% 47.52% 82.47%
2012-11 +0.00% +0.00% +0.00 259.64 23.44% 86.54% 95.59%
2012-10 +0.00% +0.00% +3.08 260.28 18.43% 80.21% 95.65%
2012-09 +0.00% +0.00% +31.48 258.25 15.91% 81.72% 95.66%
2012-08 +0.00% +0.00% +0.00 229.62 17.93% 92.01% 95.18%
2012-07 +0.00% +0.00% +0.00 221.69 18.23% 92.05% 95.02%
2012-06 +0.00% +0.00% -0.04 212.10 14.32% 88.43% 94.82%
2012-05 +0.00% +0.00% +0.00 206.55 14.26% 87.59% 94.62%
2012-04 +0.00% +0.00% +0.00 205.95 15.05% 89.41% 94.60%
2012-03 +0.00% +0.00% -0.04 206.34 14.46% 89.61% 94.63%
2012-02 +0.00% +0.00% +0.00 205.40 8.41% 83.37% 94.61%
2012-01 +0.00% +0.00% +0.00 198.55 10.23% 88.32% 94.44%

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.