נתונים היסטוריים · פנסיה

הפניקס פנסיה מקיפה -כספי (שקלי)

נתונים היסטוריים מלאים עבור הפניקס פנסיה מקיפה -כספי (שקלי), 165 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2189 | שם קרן: הפניקס פנסיה מקיפה -כספי (שקלי) | סיווג קרן: קרנות חדשות | חברה שולטת: הפניקס אחזקות בע"מ | חברה מנהלת: הפניקס פנסיה וגמל בע"מ | אוכלוסיית יעד: — | התמחות: — | תת התמחות: —.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 165
תשואה חודשית אחרונה +0.73%
תשואה מצטברת מההתחלה +47.60%
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 +0.73% +47.60% 0.14% +1.32% 2.41 0.55% +5.13 169.01 0.00% 0.00% 0.00%
2026-04 +0.54% +46.53% 0.14% +1.32% 2.36 0.55% -15.55 168.51 0.00% 0.00% 0.00%
2026-03 +0.22% +45.74% 0.14% +1.32% 2.29 0.52% +20.41 188.59 0.00% 0.00% 0.00%
2026-02 +0.25% +45.42% 0.14% +1.44% 2.51 0.55% +21.28 172.88 0.00% 0.00% 0.00%
2026-01 +0.43% +45.06% 0.14% +1.44% 2.67 0.55% +8.35 161.65 0.00% 0.00% 0.00%
2025-12 +0.25% +44.44% 0.15% +1.44% 2.64 0.55% +3.88 161.87 0.00% 0.00% 0.00%
2025-11 +0.46% +44.08% 0.15% +1.44% 2.85 0.55% +19.01 165.65 0.00% 0.00% 0.00%
2025-10 +0.27% +43.42% 0.15% +1.44% 2.82 0.55% +6.62 153.73 0.00% 0.00% 0.00%
2025-09 +0.56% +43.03% 0.15% +1.44% 3.05 0.59% +4.38 151.91 0.00% 0.00% 0.00%
2025-08 +0.54% +42.23% 0.15% +1.44% 2.97 0.59% +7.66 153.49 0.00% 0.00% 0.00%
2025-07 +0.43% +41.47% 0.15% +1.44% 2.90 0.55% -7.88 152.19 0.00% 0.00% 0.00%
2025-06 +0.40% +40.86% 0.15% +1.44% 2.91 0.59% +11.03 279.33 0.00% 0.00% 0.00%
2025-05 +0.61% +40.30% 0.15% +1.56% 2.94 0.59% -8.86 151.85 0.00% 0.00% 0.00%
2025-04 +0.57% +39.45% 0.15% +1.44% 2.82 0.59% +7.60 162.43 0.00% 0.00% 0.00%
2025-03 +0.28% +38.66% 0.15% +1.44% 2.76 0.55% +14.42 160.99 0.00% 0.00% 0.00%
2025-02 +0.48% +38.28% 0.15% +1.44% 2.92 0.59% +11.59 152.99 0.00% 0.00% 0.00%
2025-01 +0.32% +37.61% 0.15% +1.44% 2.84 0.59% +1.63 144.23 0.00% 0.00% 0.00%
2024-12 +0.32% +37.18% 0.16% +1.44% 2.98 0.59% -10.14 145.85 0.00% 0.00% 0.00%
2024-11 +0.51% +36.74% 0.16% +1.44% 3.10 0.59% -2.09 154.88 0.00% 0.08% 0.00%
2024-10 +0.36% +36.04% 0.16% +1.44% 3.06 0.59% +0.60 158.22 0.00% 0.08% 0.00%
2024-09 +0.61% +35.56% 0.16% +1.56% 3.14 0.59% -3.29 158.96 0.00% 0.08% 0.00%
2024-08 +0.47% +34.73% 0.16% 2.97 0.59% +17.18 163.55 0.00% 0.08% 0.00%
2024-07 +0.43% +34.10% 0.16% +1.56% 3.01 0.59% -0.52 147.48 0.00% 0.09% 0.00%
2024-06 +0.52% +33.53% 0.16% +1.44% 2.95 0.59% +0.63 150.16 0.00% 0.09% 0.00%
2024-05 +0.56% +32.84% 0.16% +1.44% 2.91 0.59% +0.30 151.11 0.00% 0.09% 0.00%
2024-04 +0.49% +32.10% 0.16% +1.44% 2.85 0.55% +1.97 153.56 0.00% 0.57% 0.00%
2024-03 +0.45% +31.46% 0.16% +1.44% 2.82 0.55% -3.35 151.79 0.00% 0.58% 0.00%
2024-02 +0.36% +30.87% 0.16% +1.44% 2.81 0.52% +1.43 157.45 0.00% 0.56% 0.00%
2024-01 +0.41% +30.40% 0.16% +1.44% 2.89 0.52% -4.40 156.95 0.00% 0.54% 0.00%
2023-12 +0.32% +29.86% 0.17% +1.44% 2.91 0.52% -0.62 163.17 0.00% 0.50% 0.00%
2023-11 +0.53% +29.45% 0.17% +1.56% 3.05 0.52% -0.94 164.86 0.00% 0.15% 0.00%
2023-10 +0.27% +28.77% 0.17% +1.56% 3.01 0.52% +13.03 167.42 0.00% 0.14% 0.00%
2023-09 +0.42% +28.42% 0.17% +1.56% 3.26 0.52% +4.22 156.17 0.00% 0.04% 0.00%
2023-08 +0.49% +27.88% 0.17% +1.56% 3.32 0.48% +3.70 152.96 0.00% 0.03% 0.00%
2023-07 +0.35% +27.26% 0.17% +1.56% 3.29 0.48% -4.52 149.11 0.00% 0.03% 0.00%
2023-06 +0.42% +26.82% 0.17% +1.56% 3.44 0.48% -4.47 153.98 0.00% 0.00% 0.00%
2023-05 +0.54% +26.29% 0.17% +1.68% 3.50 0.48% +1.96 159.74 0.00% 0.00% 0.00%
2023-04 +0.50% +25.61% 0.17% +1.56% 3.44 0.45% +3.86 157.15 0.00% 0.00% 0.00%
2023-03 +0.56% +24.98% 0.17% +1.56% 3.40 0.42% -0.10 153.06 0.00% 0.00% 0.00%
2023-02 +0.10% +24.29% 0.17% +1.56% 3.32 0.38% +3.50 155.24 0.00% 0.00% 0.00%
2023-01 +0.22% +24.16% 0.17% +1.56% 3.86 0.38% +7.62 152.77 0.00% 0.00% 0.00%
2022-12 +0.07% +23.89% 0.20% +1.56% 4.16 0.38% +12.09 145.79 0.00% 0.00% 0.00%
2022-11 +0.39% +23.80% 0.20% +1.68% 4.91 0.38% +3.98 134.50 0.00% 0.00% 0.00%
2022-10 +0.16% +23.32% 0.20% +1.68% 4.85 0.38% +9.86 128.79 0.00% 0.00% 0.00%
2022-09 +0.21% +23.13% 0.20% +1.68% 5.04 0.38% +4.67 119.50 0.00% 0.00% 0.00%
2022-08 +0.64% +22.87% 0.20% +1.68% 5.06 0.38% +0.66 114.90 0.00% 0.00% 0.00%
2022-07 +0.30% +22.09% 0.20% +1.56% 5.74 0.31% +3.32 114.18 0.00% 0.00% 0.00%
2022-06 +0.28% +21.72% 0.20% +1.56% 5.55 0.31% +7.86 112.36 0.00% 0.00% 0.00%
2022-05 +0.30% +21.38% 0.20% +1.56% 5.51 0.28% +2.25 104.26 0.00% 0.00% 0.00%
2022-04 +0.29% +21.02% 0.20% +1.44% 5.55 0.28% -0.03 102.23 0.00% 0.00% 0.00%
2022-03 +0.19% +20.67% 0.20% +1.44% 5.61 0.28% +5.45 102.94 0.00% 0.00% 0.00%
2022-02 -0.01% +20.44% 0.20% +1.44% 5.51 0.28% +3.76 97.32 0.00% 0.00% 0.00%
2022-01 +0.12% +20.45% 0.20% +1.44% 5.86 0.28% -0.16 95.01 0.00% 0.00% 0.00%
2021-12 +0.12% +20.31% 0.20% +1.44% 5.81 0.28% -1.33 95.45 0.00% 0.00% 0.00%
2021-11 +0.21% +20.16% 0.20% +1.44% 5.71 0.28% +1.14 96.87 0.00% 0.00% 0.00%
2021-10 +0.18% +19.91% 0.20% +1.44% 5.63 0.28% +1.78 95.52 0.00% 0.00% 0.00%
2021-09 +0.22% +19.70% 0.20% +1.44% 5.52 0.28% +1.03 93.66 0.00% 0.00% 0.00%
2021-08 +0.23% +19.43% 0.20% +1.44% 5.41 0.28% +2.05 92.96 0.00% 0.00% 0.00%
2021-07 +0.15% +19.16% 0.20% +1.44% 5.36 0.28% +2.06 90.58 0.00% 0.00% 0.00%
2021-06 +0.24% +18.98% 0.20% +1.44% 5.29 0.28% +1.22 88.47 0.00% 0.00% 0.00%
2021-05 +0.23% +18.70% 0.20% +1.32% 5.26 0.24% -0.93 87.06 0.00% 0.00% 0.00%
2021-04 +0.24% +18.42% 0.20% +1.32% 5.21 0.24% -2.91 87.65 0.00% 0.00% 0.00%
2021-03 +0.17% +18.14% 0.20% +1.32% 5.18 0.24% +0.12 90.49 0.00% 0.00% 0.00%
2021-02 +0.12% +17.94% 0.20% +1.32% 5.07 0.24% -0.64 90.22 0.00% 0.00% 0.00%
2021-01 +0.11% +17.80% 0.20% +1.32% 4.96 0.24% +0.20 90.64 0.00% 0.00% 0.00%
2020-12 +0.09% +17.67% 0.24% +1.32% 4.89 0.24% -2.52 90.50 0.00% 0.00% 0.00%
2020-11 +0.18% +17.56% 0.24% +1.32% 4.85 0.24% -1.00 93.01 0.00% 0.00% 0.00%
2020-10 +0.11% +17.35% 0.24% +1.32% 4.77 0.24% +1.09 93.77 0.00% 0.00% 0.00%
2020-09 +0.13% +17.22% 0.24% +1.32% 4.69 0.24% +2.11 92.93 0.00% 0.00% 0.00%
2020-08 +0.15% +17.07% 0.24% +1.32% 4.60 0.24% -1.37 90.72 0.00% 0.00% 0.00%
2020-07 +0.16% +16.89% 0.24% +1.32% 4.54 0.24% +6.94 91.87 0.00% 0.00% 0.00%
2020-06 +0.08% +16.71% 0.24% +1.32% 4.47 0.24% +6.22 85.24 0.00% 0.00% 0.00%
2020-05 +0.03% +16.61% 0.24% +1.32% 4.49 0.24% -1.67 78.95 0.00% 0.00% 0.00%
2020-04 +0.28% +16.58% 0.24% +1.44% 4.65 0.24% +4.75 80.60 0.00% 0.00% 0.00%
2020-03 +0.00% +16.25% 0.24% +1.44% 4.67 0.24% +29.98 75.63 0.00% 0.00% 0.00%
2020-02 +0.01% +16.25% 0.24% +1.44% 4.92 0.24% +0.34 45.63 0.00% 0.00% 0.00%
2020-01 +0.12% +16.24% 0.24% +1.44% 5.09 0.24% +0.00 45.29 0.00% 0.00% 0.00%
2019-12 +0.00% +16.10% 0.27% +1.44% 5.06 0.24% -0.60 45.23 0.00% 0.00% 0.00%
2019-11 +0.24% +16.10% 0.27% +1.44% 5.40 0.24% +0.11 45.84 0.00% 0.00% 0.00%
2019-10 +0.07% +15.83% 0.27% +1.44% 5.37 0.24% +0.37 45.62 0.00% 0.00% 0.00%
2019-09 +0.18% +15.74% 0.27% +1.44% 5.41 0.24% -0.24 45.22 0.00% 0.00% 0.00%
2019-08 +0.08% +15.54% 0.27% +1.44% 5.32 0.24% +1.01 45.38 0.00% 0.00% 0.00%
2019-07 -0.04% +15.44% 0.27% +1.44% 5.38 0.24% -0.58 44.34 0.00% 0.00% 0.00%
2019-06 +0.35% +15.49% 0.27% +1.44% 6.08 0.24% -0.20 44.92 0.00% 0.00% 0.00%
2019-05 +0.24% +15.09% 0.27% +1.32% 6.57 0.24% -0.10 44.97 0.00% 0.00% 0.00%
2019-04 +0.25% +14.81% 0.27% +1.32% 6.61 0.21% +0.41 44.96 0.00% 0.00% 0.00%
2019-03 +0.15% +14.53% 0.27% +1.32% 6.71 0.21% +0.31 44.44 0.00% 0.00% 0.00%
2019-02 +0.13% +14.35% 0.27% +1.32% 6.57 0.21% +0.06 44.07 0.00% 0.00% 0.00%
2019-01 +0.09% +14.21% 0.27% +1.32% 6.31 0.21% +2.15 43.95 0.00% 0.00% 0.00%
2018-12 +0.03% +14.10% 0.28% +1.32% 6.34 0.21% +1.15 41.76 0.00% 0.00% 0.00%
2018-11 +0.19% +14.07% 0.28% +1.32% 6.44 0.21% +0.41 40.60 0.00% 0.00% 0.00%
2018-10 +0.14% +13.85% 0.28% +1.32% 6.35 0.24% +0.33 40.11 0.00% 0.00% 0.00%
2018-09 +0.15% +13.69% 0.28% +1.32% 6.27 0.24% +0.25 39.72 0.00% 0.00% 0.00%
2018-08 +0.13% +13.52% 0.28% +1.32% 6.18 0.24% +0.25 39.42 0.00% 0.00% 0.00%
2018-07 +0.15% +13.38% 0.28% +1.32% 6.13 0.24% +0.39 39.12 0.00% 0.00% 0.00%
2018-06 +0.24% +13.21% 0.28% +1.32% 5.90 0.28% +0.32 38.67 0.00% 0.00% 0.00%
2018-05 +0.19% +12.93% 0.28% +1.32% 5.90 0.28% +0.77 38.26 0.00% 0.00% 0.00%
2018-04 +0.17% +12.72% 0.28% +1.32% 5.74 0.31% +0.03 37.43 0.00% 0.00% 0.00%
2018-03 +0.13% +12.53% 0.28% +1.32% 5.65 0.31% +0.55 37.34 0.00% 0.00% 0.00%
2018-02 +0.04% +12.38% 0.28% +1.32% 5.52 0.31% +0.36 36.73 0.00% 0.00% 0.00%
2018-01 +0.14% +12.34% 0.28% +1.32% 5.63 0.31% -0.14 36.35 0.00% 0.00% 0.00%
2017-12 +0.06% +12.18% 0.30% +1.32% 5.55 0.31% +0.50 36.44 0.00% 0.00% 0.00%
2017-11 +0.18% +12.11% 0.30% +1.20% 5.31 0.31% +0.64 35.91 0.00% 0.00% 0.00%
2017-10 +0.13% +11.91% 0.30% +1.20% 5.09 0.31% +0.21 35.21 0.00% 0.00% 0.00%
2017-09 +0.16% +11.77% 0.30% +1.20% 5.03 0.31% +0.69 34.95 0.00% 0.00% 0.00%
2017-08 +0.11% +11.59% 0.30% +1.20% 4.88 0.35% +0.50 34.20 0.00% 0.00% 0.00%
2017-07 +0.00% +11.47% 0.30% +1.20% 4.76 0.35% +1.12 33.66 0.00% 0.00% 0.00%
2017-06 +0.21% +11.47% 0.30% +1.20% 5.09 0.35% +0.08 32.54 0.00% 0.00% 0.00%
2017-05 +0.15% +11.23% 0.30% +1.20% 5.01 0.35% +0.40 32.39 0.00% 0.00% 0.00%
2017-04 +0.17% +11.07% 0.30% +1.20% 4.79 0.38% +0.66 31.95 0.00% 0.00% 0.00%
2017-03 +0.13% +10.88% 0.30% +1.20% 4.72 0.42% +0.34 31.23 0.00% 0.00% 0.00%
2017-02 +0.10% +10.73% 0.30% +1.20% 4.54 0.42% +0.62 30.86 0.00% 0.00% 0.00%
2017-01 +0.12% +10.62% 0.30% +1.20% 4.45 0.42% +0.89 30.20 0.00% 0.00% 0.00%
2016-12 +0.07% +10.49% 0.33% +1.20% 4.41 0.42% +0.62 29.27 0.00% 0.00% 0.00%
2016-11 +0.13% +10.41% 0.33% +1.20% 4.45 0.42% +1.19 28.63 0.00% 0.00% 0.00%
2016-10 +0.11% +10.27% 0.33% +1.08% 4.40 0.42% +0.32 27.39 0.00% 0.00% 0.00%
2016-09 +0.08% +10.15% 0.33% +1.20% 4.37 0.42% +0.40 27.05 0.00% 0.00% 0.00%
2016-08 +0.20% +10.06% 0.33% +1.20% 4.41 0.42% +0.53 26.62 0.00% 0.00% 0.00%
2016-07 +0.17% +9.84% 0.33% +1.20% 4.34 0.45% +0.28 26.04 0.00% 0.00% 0.00%
2016-06 +0.17% +9.65% 0.33% +1.20% 4.27 0.45% +0.40 25.73 0.00% 0.00% 0.00%
2016-05 +0.15% +9.47% 0.33% +1.20% 4.20 0.45% 25.29
2016-04 +0.11% +9.30% 0.33% +1.20% 4.14 0.45% 24.61
2016-03 +0.08% +9.18% 0.33% +1.20% 4.12 0.45% 24.17
2016-02 +0.06% +9.10% 0.33% +1.20% 3.95 0.45% 23.96
2016-01 +0.12% +9.03% 0.33% +1.08% 3.95 0.45% 23.31
2015-12 +0.06% +8.90% 0.32% +1.08% 3.87 0.45% 21.85
2015-11 +0.13% +8.83% 0.32% +1.08% 3.87 0.45% 21.21
2015-10 +0.04% +8.69% 0.32% +1.08% 3.82 0.45% 20.90
2015-09 +0.07% +8.65% 0.32% +0.96% 3.70 0.45% 20.36
2015-08 +0.19% +8.57% 0.32% +0.96% 3.55 0.45% 19.30
2015-07 +0.19% +8.37% 0.32% +0.96% 3.31 0.45% 18.73
2015-06 +0.16% +8.16% 0.32% +0.84% 3.10 0.48% 18.32
2015-05 +0.22% +7.99% 0.32% +0.84% 2.92 0.48% 18.49
2015-04 +0.18% +7.75% 0.32% 18.13
2015-03 +0.02% +7.56% 0.32% 17.86
2015-02 -0.01% +7.54% 0.32% 17.35
2015-01 +0.15% +7.55% 0.32% 17.18
2014-12 +0.07% +7.39% 0.34% 16.62
2014-11 +0.19% +7.31% 0.34% 15.70
2014-10 +0.06% +7.11% 0.34% 15.52
2014-09 +0.12% +7.04% 0.34% 15.12
2014-08 +0.29% +6.92% 0.34% 14.09
2014-07 +0.27% +6.61% 0.34% 13.55
2014-06 +0.16% +6.32% 0.34% 13.17
2014-05 +0.22% +6.15% 0.34% 13.04
2014-04 +0.21% +5.92% 0.34% 12.70
2014-03 +0.13% +5.70% 0.34% 12.36
2014-02 +0.07% +5.56% 0.34% 12.31
2014-01 +0.19% +5.48% 0.34% 11.99
2013-12 +0.06% +5.28% 0.37% 11.50
2013-11 +0.19% +5.22% 0.37% 11.42
2013-10 +0.25% +5.02% 0.37% 11.28
2013-09 +0.36% +4.76% 0.37% 10.90
2013-08 +0.35% +4.38% 0.37% 10.69
2013-07 +0.55% +4.02% 0.37% 10.44
2013-06 +0.18% +3.45% 0.37% 10.15
2013-05 +0.52% +3.27% 0.37% 9.83
2013-04 +0.43% +2.73% 0.37% 9.13
2013-03 +0.11% +2.29% 0.37% 8.96
2013-02 +0.71% +2.18% 0.37% 8.59
2013-01 +0.25% +1.46% 0.37% 7.99
2012-12 +0.18% +1.21% 7.41
2012-11 +0.23% +1.02% 6.85
2012-10 +0.33% +0.79% 6.23
2012-09 +0.46% +0.46% 5.43

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.