חודשים בטווח
125
הפניקס גמל לבני 50 ומטה
נתונים היסטוריים מלאים עבור הפניקס גמל לבני 50 ומטה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9916 | שם קרן: הפניקס גמל לבני 50 ומטה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: הפניקס אחזקות בע"מ | חברה מנהלת: הפניקס פנסיה וגמל 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 הפניקס גמל לבני 50 ומטה ישירות למייל.
תשואה חודשית אחרונה
+1.93%
תשואה מצטברת מההתחלה
+126.08%
| 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 | +1.93% | +126.08% | 0.62% | -0.60% | 1.18 | 6.76% | +40.51 | 11638.16 | 57.87% | 53.67% | 22.23% |
| 2026-04 | +4.77% | +121.80% | 0.62% | -0.96% | 1.14 | 6.76% | +45.91 | 11384.42 | 57.04% | 53.89% | 21.32% |
| 2026-03 | -3.01% | +111.70% | 0.62% | -1.20% | 1.01 | 6.52% | +97.16 | 10827.01 | 56.69% | 55.46% | 19.69% |
| 2026-02 | +0.61% | +118.27% | 0.62% | -1.08% | 1.31 | 6.31% | +132.71 | 11070.15 | 57.36% | 54.68% | 23.09% |
| 2026-01 | +2.62% | +116.95% | 0.62% | -0.36% | 1.35 | 6.48% | +68.51 | 10876.52 | 57.52% | 53.33% | 23.02% |
| 2025-12 | +1.72% | +111.41% | 0.63% | -0.36% | 1.27 | 6.43% | +94.11 | 10537.57 | 56.91% | 53.04% | 23.08% |
| 2025-11 | +1.40% | +107.83% | 0.63% | -0.24% | 1.25 | 6.48% | +68.57 | 10271.72 | 57.39% | 53.02% | 23.50% |
| 2025-10 | +1.67% | +104.96% | 0.63% | -0.12% | 1.25 | 6.79% | +21.58 | 10066.56 | 57.00% | 52.73% | 24.59% |
| 2025-09 | +2.28% | +101.60% | 0.63% | -0.36% | 1.20 | 6.79% | -9.79 | 9885.24 | 56.24% | 53.71% | 25.87% |
| 2025-08 | +1.23% | +97.10% | 0.63% | +0.36% | 1.12 | 6.76% | +30.08 | 9679.75 | 56.32% | 53.54% | 24.79% |
| 2025-07 | +1.31% | +94.71% | 0.63% | +0.36% | 1.13 | 6.84% | -32.84 | 9553.62 | 56.54% | 54.09% | 24.62% |
| 2025-06 | +3.69% | +92.19% | 0.63% | +0.24% | 1.12 | 6.89% | -18.67 | 9467.52 | 55.66% | 53.31% | 24.04% |
| 2025-05 | +2.67% | +85.35% | 0.63% | +1.08% | 0.98 | 6.80% | -26.85 | 9151.76 | 55.92% | 55.80% | 23.59% |
| 2025-04 | +0.88% | +80.53% | 0.63% | +1.08% | 0.89 | 6.74% | -24.49 | 8944.49 | 55.12% | 56.40% | 22.30% |
| 2025-03 | -1.13% | +78.96% | 0.63% | +1.20% | 0.93 | 7.02% | +2.95 | 8895.59 | 56.28% | 58.21% | 22.96% |
| 2025-02 | -0.27% | +81.00% | 0.63% | +0.84% | 0.78 | 8.45% | -35.44 | 8971.81 | 56.07% | 55.36% | 23.58% |
| 2025-01 | +1.71% | +81.49% | 0.63% | +1.56% | 0.79 | 8.54% | -48.32 | 9035.33 | 57.05% | 56.02% | 24.33% |
| 2024-12 | +1.39% | +78.44% | 0.64% | +1.44% | 0.74 | 8.53% | -105.04 | 8935.57 | 57.05% | 56.86% | 24.50% |
| 2024-11 | +2.58% | +75.99% | 0.64% | +1.68% | 0.71 | 8.53% | -85.69 | 8921.36 | 56.43% | 49.56% | 25.54% |
| 2024-10 | +0.62% | +71.57% | 0.64% | +1.68% | 0.65 | 8.50% | -88.48 | 8785.90 | 57.04% | 58.97% | 25.59% |
| 2024-09 | +1.83% | +70.51% | 0.64% | +1.68% | 0.66 | 8.51% | -87.52 | 8823.85 | 57.52% | 59.87% | 27.61% |
| 2024-08 | +0.98% | +67.45% | 0.64% | — | 0.60 | 8.51% | -97.65 | 8757.55 | 56.36% | 58.12% | 27.91% |
| 2024-07 | +1.25% | +65.82% | 0.64% | +1.92% | 0.60 | 8.53% | -104.80 | 8775.46 | 56.39% | 59.27% | 28.14% |
| 2024-06 | +0.60% | +63.77% | 0.64% | +1.92% | 0.57 | 8.52% | -98.93 | 8635.58 | 54.98% | 59.26% | 27.67% |
| 2024-05 | +1.58% | +62.80% | 0.64% | +1.92% | 0.60 | 8.56% | -108.51 | 8687.42 | 54.57% | 58.07% | 26.67% |
| 2024-04 | -1.53% | +60.26% | 0.64% | +1.68% | 0.53 | 8.61% | -121.81 | 8663.96 | 54.35% | 58.13% | 25.78% |
| 2024-03 | +2.58% | +62.75% | 0.64% | +1.68% | 0.64 | 8.57% | -169.75 | 8926.85 | 55.30% | 57.56% | 27.48% |
| 2024-02 | +2.68% | +58.66% | 0.64% | +1.56% | 0.56 | 8.52% | -185.16 | 8874.15 | 53.65% | 55.34% | 26.98% |
| 2024-01 | +0.36% | +54.52% | 0.64% | +1.68% | 0.49 | 8.47% | -177.42 | 8829.26 | 53.21% | 55.94% | 26.33% |
| 2023-12 | +2.77% | +53.97% | 0.64% | +1.56% | 0.53 | 8.55% | -152.31 | 8979.11 | 53.17% | 56.20% | 26.36% |
| 2023-11 | +3.39% | +49.82% | 0.64% | +1.68% | 0.39 | 8.70% | -92.16 | 8891.67 | 52.75% | 57.00% | 24.41% |
| 2023-10 | -3.33% | +44.90% | 0.64% | +1.56% | 0.28 | 8.60% | -95.17 | 8694.66 | 52.85% | 60.13% | 23.43% |
| 2023-09 | -1.32% | +49.90% | 0.64% | +1.32% | 0.43 | 8.51% | -80.15 | 9095.47 | 53.12% | 57.31% | 23.56% |
| 2023-08 | -0.50% | +51.90% | 0.64% | +1.44% | 0.51 | 8.48% | -157.11 | 9302.41 | 53.97% | 57.93% | 24.76% |
| 2023-07 | +3.25% | +52.66% | 0.64% | +1.56% | 0.58 | 8.48% | -135.52 | 9513.38 | 53.90% | 56.40% | 25.06% |
| 2023-06 | +1.77% | +47.86% | 0.64% | +1.44% | 0.49 | 8.40% | -133.07 | 9351.88 | 53.15% | 51.20% | 24.51% |
| 2023-05 | +0.55% | +45.29% | 0.64% | +1.20% | 0.43 | 8.38% | -108.89 | 9325.01 | 52.13% | 54.08% | 22.89% |
| 2023-04 | +1.81% | +44.49% | 0.64% | +1.08% | 0.43 | 8.38% | -55.07 | 9386.97 | 50.86% | 54.77% | 21.91% |
| 2023-03 | -0.55% | +41.92% | 0.64% | +0.96% | 0.39 | 8.36% | -69.86 | 9279.77 | 51.08% | 54.74% | 20.79% |
| 2023-02 | -1.86% | +42.71% | 0.64% | +1.56% | 0.42 | 8.36% | -50.99 | 9406.54 | 52.06% | 56.03% | 20.58% |
| 2023-01 | +2.30% | +45.41% | 0.64% | +1.56% | 0.51 | 8.32% | -25.20 | 9641.34 | 52.36% | 53.27% | 21.07% |
| 2022-12 | -2.16% | +42.14% | 0.64% | +1.44% | 0.45 | 8.29% | -3.99 | 9454.43 | 52.97% | 52.83% | 19.87% |
| 2022-11 | +0.96% | +45.28% | 0.64% | +1.80% | 0.58 | 8.21% | -19.73 | 9672.81 | 53.81% | 51.71% | 32.14% |
| 2022-10 | +2.05% | +43.90% | 0.64% | +1.44% | 0.56 | 8.21% | +3.35 | 9605.85 | 55.01% | 51.90% | 19.94% |
| 2022-09 | -4.48% | +41.01% | 0.64% | +1.56% | 0.51 | 8.18% | -12.12 | 9414.08 | 53.40% | 50.89% | 18.82% |
| 2022-08 | -0.55% | +47.62% | 0.64% | +1.68% | 0.75 | 7.87% | +36.11 | 9873.16 | 53.31% | 48.37% | 20.13% |
| 2022-07 | +3.28% | +48.44% | 0.64% | +1.44% | 0.79 | 7.85% | +44.18 | 9897.37 | 52.16% | 47.87% | 19.00% |
| 2022-06 | -2.96% | +43.73% | 0.64% | +1.44% | 0.69 | 7.76% | +35.07 | 9544.35 | 52.39% | 48.47% | 16.99% |
| 2022-05 | -3.08% | +48.11% | 0.64% | +1.92% | 0.85 | 7.62% | +46.99 | 9804.52 | 54.00% | 48.60% | 18.45% |
| 2022-04 | -1.18% | +52.82% | 0.64% | +1.92% | 1.05 | 7.44% | +55.40 | 10073.12 | 53.86% | 46.39% | 18.29% |
| 2022-03 | +0.23% | +54.64% | 0.64% | +1.92% | 1.14 | 7.39% | +84.68 | 10142.77 | 54.09% | 45.91% | 19.84% |
| 2022-02 | -0.95% | +54.29% | 0.64% | +2.04% | 1.15 | 7.39% | +48.79 | 10039.47 | 54.76% | 46.42% | 20.08% |
| 2022-01 | -1.64% | +55.77% | 0.64% | +2.40% | 1.22 | 7.35% | +56.18 | 10092.40 | 54.40% | 45.50% | 21.83% |
| 2021-12 | +2.84% | +58.36% | 0.66% | +2.76% | 1.33 | 7.28% | +57.84 | 10210.54 | 52.18% | 43.30% | 23.23% |
| 2021-11 | +0.06% | +53.99% | 0.66% | +2.40% | 1.24 | 7.22% | +53.85 | 9876.81 | 52.96% | 44.75% | 23.23% |
| 2021-10 | +2.15% | +53.90% | 0.66% | +2.16% | 1.25 | 7.22% | +109.05 | 9822.59 | 50.95% | 43.77% | 23.90% |
| 2021-09 | -0.35% | +50.66% | 0.66% | +2.16% | 1.18 | 7.19% | +79.38 | 6192.58 | 49.43% | 45.67% | 22.78% |
| 2021-08 | +0.44% | +51.19% | 0.66% | +2.28% | 1.20 | 7.20% | +124.48 | 6138.61 | 50.15% | 45.87% | 23.71% |
| 2021-07 | +0.25% | +50.52% | 0.66% | +2.76% | 1.20 | 7.20% | +81.82 | 5990.38 | 50.29% | 46.25% | 25.08% |
| 2021-06 | +0.62% | +50.15% | 0.66% | +2.76% | 1.23 | 7.22% | +94.24 | 5896.43 | 50.04% | 46.52% | 25.15% |
| 2021-05 | +1.93% | +49.22% | 0.66% | +2.64% | 1.21 | 7.24% | +80.82 | 5769.14 | 50.25% | 45.54% | 25.06% |
| 2021-04 | +1.94% | +46.40% | 0.66% | +2.52% | 1.14 | 7.22% | +74.16 | 5582.87 | 51.26% | 45.67% | 25.13% |
| 2021-03 | +0.73% | +43.61% | 0.66% | +2.52% | 1.09 | 7.20% | +53.53 | 5406.23 | 48.79% | 45.44% | 24.42% |
| 2021-02 | +4.04% | +42.57% | 0.66% | +2.88% | 1.09 | 7.21% | +44.34 | 5317.02 | 49.35% | 45.35% | 25.59% |
| 2021-01 | +1.26% | +37.04% | 0.66% | +1.68% | 0.95 | 7.06% | +9.49 | 5069.82 | 47.16% | 47.48% | 25.62% |
| 2020-12 | +2.81% | +35.33% | 0.67% | +1.80% | 0.88 | 7.10% | -37.90 | 4999.72 | 45.90% | 46.45% | 25.23% |
| 2020-11 | +5.38% | +31.63% | 0.67% | — | — | — | -15.81 | 4902.97 | 44.75% | 46.51% | 24.77% |
| 2020-10 | +0.42% | +24.91% | 0.67% | — | — | — | -39.38 | 4670.72 | 44.37% | 45.80% | 23.95% |
| 2020-09 | +0.10% | +24.39% | 0.67% | — | — | — | -38.94 | 4692.58 | 43.92% | 45.64% | 25.03% |
| 2020-08 | +3.21% | +24.26% | 0.67% | — | — | — | -56.56 | 4730.16 | 43.10% | 45.11% | 25.01% |
| 2020-07 | +2.61% | +20.40% | 0.67% | — | — | — | -41.89 | 4641.23 | 43.15% | 45.51% | 24.84% |
| 2020-06 | -0.64% | +17.34% | 0.67% | — | — | — | -30.21 | 4566.88 | 41.99% | 44.48% | 25.11% |
| 2020-05 | +0.93% | +18.09% | 0.67% | — | — | — | -7.98 | 4629.03 | 41.62% | 42.61% | 24.21% |
| 2020-04 | +5.12% | +17.01% | 0.67% | — | — | — | -5.04 | 4594.81 | 40.29% | 40.25% | 23.62% |
| 2020-03 | -9.87% | +11.31% | 0.67% | — | — | — | -85.60 | 4378.96 | 41.01% | 42.37% | 22.43% |
| 2020-02 | -2.19% | +23.50% | 0.67% | — | — | — | -21.60 | 4957.80 | 41.62% | 39.84% | 21.14% |
| 2020-01 | +0.14% | +26.26% | 0.67% | — | — | — | -34.49 | 5093.19 | 42.64% | 39.42% | 22.62% |
| 2019-12 | +1.30% | +26.08% | 0.69% | — | — | — | -14.62 | 5122.76 | 42.73% | 40.32% | 22.67% |
| 2019-11 | +1.70% | +24.47% | 0.69% | — | — | — | -15.74 | 5074.90 | 42.34% | 39.73% | 24.10% |
| 2019-10 | +1.61% | +22.39% | 0.69% | — | — | — | -24.16 | 5008.61 | 42.70% | 40.38% | 23.73% |
| 2019-09 | +1.80% | +20.45% | 0.69% | — | — | — | -24.22 | 4956.08 | 41.73% | 39.72% | 22.68% |
| 2019-08 | -0.76% | +18.32% | 0.69% | — | — | — | -27.64 | 4895.37 | 43.95% | 42.53% | 23.56% |
| 2019-07 | +0.57% | +19.22% | 0.69% | — | — | — | -26.56 | 4963.67 | 43.11% | 41.69% | 23.83% |
| 2019-06 | +2.32% | +18.55% | 0.69% | — | — | — | -17.80 | 4964.79 | 42.80% | 42.35% | 22.93% |
| 2019-05 | -1.70% | +15.86% | 0.69% | — | — | — | +5.66 | 4872.41 | 41.63% | 40.89% | 21.02% |
| 2019-04 | +1.75% | +17.86% | 0.69% | — | — | — | +7.73 | 4953.42 | 41.81% | 41.20% | 21.67% |
| 2019-03 | +0.46% | +15.84% | 0.69% | — | — | — | +10.21 | 4863.53 | 41.24% | 41.35% | 20.89% |
| 2019-02 | +1.24% | +15.30% | 0.69% | — | — | — | +17.63 | 4833.58 | 41.58% | 41.62% | 20.60% |
| 2019-01 | +3.14% | +13.89% | 0.69% | — | — | — | +49.57 | 4759.33 | 40.68% | 40.86% | 20.54% |
| 2018-12 | -3.67% | +10.43% | 0.72% | — | — | — | +58.58 | 4568.62 | 41.63% | 42.48% | 19.31% |
| 2018-11 | +0.28% | +14.63% | 0.72% | — | — | — | +20.86 | 4685.67 | 42.23% | 42.85% | 20.76% |
| 2018-10 | -2.17% | +14.31% | 0.72% | — | — | — | +10.46 | 4654.60 | 42.08% | 42.44% | 19.20% |
| 2018-09 | +0.22% | +16.85% | 0.72% | — | — | — | +14.85 | 4749.78 | 42.98% | 41.58% | 19.65% |
| 2018-08 | +1.62% | +16.59% | 0.72% | — | — | — | +16.74 | 4726.88 | 42.65% | 41.85% | 19.54% |
| 2018-07 | +1.49% | +14.73% | 0.72% | — | — | — | +17.55 | 4637.63 | 42.51% | 42.85% | 20.33% |
| 2018-06 | -0.06% | +13.05% | 0.72% | — | — | — | +1.65 | 4554.58 | 43.68% | 42.54% | 19.61% |
| 2018-05 | +0.13% | +13.12% | 0.72% | — | — | — | -18.28 | 4558.31 | 41.35% | 40.51% | 19.50% |
| 2018-04 | +0.99% | +12.97% | 0.72% | — | — | — | +0.27 | 4573.35 | 41.62% | 40.78% | 19.41% |
| 2018-03 | -0.34% | +11.86% | 0.72% | — | — | — | -26.59 | 4530.72 | 41.97% | 40.81% | 19.68% |
| 2018-02 | -1.08% | +12.24% | 0.72% | — | — | — | +3.84 | 4575.52 | 41.98% | 39.95% | 18.98% |
| 2018-01 | +1.32% | +13.47% | 0.72% | — | — | — | +11.62 | 4624.52 | 40.66% | 38.39% | 20.00% |
| 2017-12 | +1.01% | +11.99% | 0.72% | — | — | — | -32.66 | 4009.50 | 40.39% | 38.55% | 19.74% |
| 2017-11 | +0.89% | +10.87% | 0.72% | — | — | — | -24.34 | 4004.81 | 39.77% | 37.73% | 18.90% |
| 2017-10 | +0.98% | +9.89% | 0.72% | — | — | — | -31.71 | 3996.15 | 38.75% | 37.86% | 20.43% |
| 2017-09 | +0.58% | +8.83% | 0.72% | — | — | — | -21.33 | 3991.24 | 37.54% | 37.03% | 19.79% |
| 2017-08 | +0.15% | +8.20% | 0.72% | — | — | — | -15.81 | 3991.84 | 37.28% | 37.39% | 19.35% |
| 2017-07 | +1.32% | +8.04% | 0.72% | — | — | — | -12.65 | 4004.11 | 37.19% | 37.36% | 19.55% |
| 2017-06 | -0.51% | +6.63% | 0.72% | — | — | — | -22.67 | 3966.72 | 36.32% | 36.02% | 19.63% |
| 2017-05 | +1.14% | +7.18% | 0.72% | — | — | — | -16.13 | 4012.17 | 36.63% | 36.38% | 19.85% |
| 2017-04 | +1.01% | +5.97% | 0.72% | — | — | — | -14.58 | 3985.20 | 36.90% | 36.76% | 19.47% |
| 2017-03 | +0.38% | +4.91% | 0.72% | — | — | — | -16.64 | 3961.97 | 37.08% | 36.73% | 20.06% |
| 2017-02 | +0.52% | +4.51% | 0.72% | — | — | — | -29.62 | 3966.15 | 36.11% | 36.05% | 22.34% |
| 2017-01 | +0.21% | +3.97% | 0.72% | — | — | — | -38.32 | 3977.45 | 34.94% | 35.25% | 22.52% |
| 2016-12 | +0.88% | +3.75% | — | — | — | — | -27.28 | 4007.67 | 34.98% | 34.30% | 20.90% |
| 2016-11 | -0.15% | +2.85% | — | — | — | — | -29.08 | 4002.14 | 33.42% | 32.56% | 20.60% |
| 2016-10 | +0.32% | +3.00% | — | — | — | — | -11.92 | 4039.74 | 34.04% | 34.78% | 19.88% |
| 2016-09 | -0.49% | +2.67% | — | — | — | — | -36.94 | 4041.11 | 36.56% | 37.15% | 18.25% |
| 2016-08 | +0.41% | +3.18% | — | — | — | — | -31.12 | 4100.54 | 35.11% | 36.55% | 18.05% |
| 2016-07 | +2.10% | +2.76% | — | — | — | — | -29.50 | 4117.47 | 34.74% | 36.00% | 17.94% |
| 2016-06 | -0.32% | +0.64% | — | — | — | — | -25.40 | 4063.78 | 32.51% | 35.19% | 16.83% |
| 2016-05 | +0.32% | +0.97% | — | — | — | — | -24.25 | 4104.96 | 34.25% | 36.05% | 17.15% |
| 2016-04 | +1.05% | +0.65% | — | — | — | — | -17.40 | 4118.68 | 32.21% | 34.54% | 16.91% |
| 2016-03 | +1.49% | -0.40% | — | — | — | — | -21.89 | 4095.85 | 31.45% | 32.53% | 16.38% |
| 2016-02 | -0.53% | -1.86% | — | — | — | — | -10.36 | 4059.87 | 31.22% | 33.69% | 15.21% |
| 2016-01 | -1.34% | -1.34% | — | — | — | — | -40.20 | 4094.67 | 31.58% | 31.63% | 15.58% |
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.