נתונים היסטוריים · פנסיה

הפניקס פנסיה מקיפה - מניות

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

מזהה קרן: 2187 | שם קרן: הפניקס פנסיה מקיפה - מניות | 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 +2.57%
תשואה מצטברת מההתחלה +275.04%
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 +2.57% +275.04% 0.14% +0.60% 1.30 8.42% +769.60 22194.16 69.77% 45.31% 20.22%
2026-04 +6.11% +265.64% 0.14% -0.12% 1.24 8.38% +566.83 20897.56 69.05% 44.68% 19.00%
2026-03 -3.51% +244.59% 0.14% -0.36% 1.11 8.11% +988.85 19154.67 70.21% 45.63% 16.98%
2026-02 +0.70% +257.12% 0.14% +0.00% 1.42 7.90% +995.44 18865.16 70.96% 46.07% 19.80%
2026-01 +3.38% +254.64% 0.14% +0.36% 1.44 7.90% +960.33 17752.38 71.04% 45.72% 20.43%
2025-12 +1.50% +243.04% 0.15% +0.24% 1.35 7.83% +920.82 16252.29 71.31% 46.86% 21.21%
2025-11 +1.46% +237.97% 0.15% +0.60% 1.35 7.93% +795.82 15107.94 70.50% 46.08% 21.87%
2025-10 +1.74% +233.11% 0.15% +0.60% 1.37 8.59% +606.42 14102.92 70.04% 46.06% 22.53%
2025-09 +2.87% +227.41% 0.15% +0.24% 1.32 8.63% +478.24 13265.83 68.75% 45.99% 22.62%
2025-08 +1.14% +218.28% 0.15% +0.60% 1.21 8.66% +477.82 12430.88 69.44% 45.60% 21.45%
2025-07 +1.59% +214.69% 0.15% +0.72% 1.23 8.80% +453.40 11819.68 69.54% 45.89% 21.23%
2025-06 +4.48% +209.77% 0.15% +0.72% 1.23 8.83% +256.58 11190.80 69.87% 45.75% 21.07%
2025-05 +4.06% +196.48% 0.15% +1.68% 1.09 8.73% +218.30 10461.20 71.10% 47.16% 20.13%
2025-04 +1.21% +184.92% 0.15% +1.56% 0.99 8.63% +137.64 9842.82 69.69% 47.25% 17.93%
2025-03 -2.72% +181.51% 0.15% +1.80% 1.02 9.04% +215.56 9587.32 71.25% 50.33% 18.11%
2025-02 +0.22% +189.38% 0.15% +1.80% 0.92 10.70% +136.91 9634.32 69.79% 47.50% 19.95%
2025-01 +1.98% +188.75% 0.15% +2.04% 0.88 10.98% +88.20 9477.71 70.26% 47.88% 20.88%
2024-12 +0.73% +183.14% 0.16% +1.68% 0.82 10.98% +89.78 9206.96 68.87% 47.70% 20.68%
2024-11 +3.34% +181.09% 0.16% +2.04% 0.83 10.98% +1.69 9057.23 68.99% 38.74% 21.99%
2024-10 +0.57% +172.00% 0.16% +1.92% 0.76 10.91% +25.92 8758.58 69.91% 50.24% 21.13%
2024-09 +2.05% +170.46% 0.16% +1.80% 0.79 10.95% +13.56 8684.60 70.20% 51.48% 22.89%
2024-08 +1.48% +165.03% 0.16% 0.72 10.95% -1.83 8502.79 69.33% 50.01% 23.94%
2024-07 +1.36% +161.16% 0.16% +2.04% 0.72 10.98% -11.42 8373.38 69.74% 51.25% 23.68%
2024-06 +0.69% +157.66% 0.16% +2.28% 0.69 10.98% +22.65 8276.73 68.92% 50.76% 23.38%
2024-05 +2.21% +155.89% 0.16% +2.28% 0.72 11.05% +23.84 8201.56 69.19% 49.68% 22.50%
2024-04 -1.91% +150.36% 0.16% +1.80% 0.63 11.19% +51.16 8002.94 69.88% 49.74% 22.00%
2024-03 +2.96% +155.23% 0.16% +1.68% 0.75 11.15% +11.58 8109.73 71.85% 50.78% 23.74%
2024-02 +3.57% +147.90% 0.16% +1.80% 0.68 11.12% +17.54 7877.51 68.94% 48.14% 22.52%
2024-01 +0.42% +139.35% 0.16% +1.80% 0.60 11.05% +19.56 7590.05 68.84% 48.56% 21.52%
2023-12 +3.32% +138.35% 0.17% +1.68% 0.64 11.19% +38.02 7545.97 69.33% 48.91% 22.16%
2023-11 +4.39% +130.69% 0.17% +1.92% 0.50 11.43% +59.42 7267.76 69.38% 49.33% 19.93%
2023-10 -3.82% +120.99% 0.17% +1.68% 0.40 11.29% +78.08 6904.24 68.96% 48.74% 18.07%
2023-09 -1.30% +129.77% 0.17% +1.32% 0.51 11.26% +27.37 7100.85 68.53% 47.53% 19.14%
2023-08 -0.97% +132.79% 0.17% +1.20% 0.58 11.22% +51.69 7128.55 70.98% 49.50% 22.17%
2023-07 +3.54% +135.07% 0.17% +1.32% 0.65 11.22% +52.47 7150.34 70.58% 49.21% 22.10%
2023-06 +2.84% +127.04% 0.17% +1.32% 0.58 11.15% +53.93 6859.83 70.49% 41.13% 21.16%
2023-05 +0.42% +120.77% 0.17% +1.08% 0.51 11.12% +129.52 6617.37 69.28% 45.81% 19.16%
2023-04 +1.45% +119.84% 0.17% +0.96% 0.52 11.12% +137.32 6461.10 68.74% 47.82% 19.47%
2023-03 +0.75% +116.70% 0.17% +0.96% 0.50 11.12% +182.28 6233.82 69.20% 48.48% 19.05%
2023-02 -1.77% +115.09% 0.17% +1.08% 0.49 11.15% +200.38 6007.49 70.50% 49.21% 18.24%
2023-01 +2.93% +118.96% 0.17% +1.20% 0.54 11.15% +246.99 5916.94 70.26% 47.55% 18.71%
2022-12 -3.10% +112.73% 0.20% +1.08% 0.49 11.12% +243.81 5506.63 69.32% 46.19% 16.32%
2022-11 +1.36% +119.54% 0.20% +1.56% 0.62 11.02% +185.24 5434.72 70.10% 45.79% 17.33%
2022-10 +3.55% +116.59% 0.20% +1.20% 0.61 11.02% +225.01 5121.24 72.03% 46.26% 17.34%
2022-09 -5.72% +109.17% 0.20% +1.20% 0.53 10.91% +240.67 4725.09 70.45% 44.67% 15.29%
2022-08 -0.31% +121.86% 0.20% +1.56% 0.77 10.53% +302.88 4770.39 69.90% 43.52% 17.95%
2022-07 +4.30% +122.55% 0.20% +1.20% 0.79 10.53% +340.08 4478.62 68.07% 43.05% 18.48%
2022-06 -3.77% +113.37% 0.20% +1.08% 0.69 10.43% +257.48 3958.05 68.43% 43.58% 15.08%
2022-05 -2.01% +121.73% 0.20% +1.68% 0.84 10.25% +361.84 3849.83 71.19% 45.86% 17.24%
2022-04 -2.76% +126.28% 0.20% +1.20% 0.94 10.15% +272.72 3556.67 70.86% 44.22% 15.65%
2022-03 +1.10% +132.70% 0.20% +1.56% 1.07 10.05% +315.59 3382.51 71.83% 45.27% 18.49%
2022-02 -0.18% +130.17% 0.20% +1.68% 1.05 10.05% +277.09 3026.64 65.79% 40.67% 16.68%
2022-01 -1.62% +130.58% 0.20% +2.04% 1.08 10.01% +247.66 2755.41 72.26% 44.67% 18.32%
2021-12 +2.74% +134.38% 0.20% +2.64% 1.17 9.98% +247.84 2551.40 70.35% 43.77% 20.28%
2021-11 -0.24% +128.13% 0.20% +2.76% 1.11 9.94% +169.00 2239.60 69.82% 43.31% 19.39%
2021-10 +3.54% +128.68% 0.20% +3.00% 1.14 9.91% +146.41 2081.98 69.85% 44.23% 20.99%
2021-09 -0.20% +120.86% 0.20% +2.88% 1.05 9.87% +81.55 1864.17 69.87% 44.39% 20.24%
2021-08 +2.00% +121.30% 0.20% +3.24% 1.07 9.87% +111.68 1786.66 70.48% 45.10% 21.19%
2021-07 -0.80% +116.96% 0.20% +3.60% 1.02 9.84% +94.61 1632.65 69.65% 44.70% 20.24%
2021-06 +0.73% +118.71% 0.20% +3.72% 1.09 9.87% +92.27 1557.50 70.71% 45.82% 21.79%
2021-05 +2.04% +117.13% 0.20% +3.60% 1.06 9.91% +69.18 1455.20 71.61% 45.11% 19.95%
2021-04 +2.75% +112.79% 0.20% +3.72% 1.03 9.91% +49.89 1351.91 71.95% 45.65% 20.26%
2021-03 +2.89% +107.09% 0.20% +3.48% 0.96 9.87% +43.02 1270.43 71.62% 45.56% 22.29%
2021-02 +1.56% +101.28% 0.20% +3.72% 0.91 9.87% +34.90 1192.85 70.72% 45.44% 21.65%
2021-01 +1.37% +98.18% 0.20% +3.36% 0.87 9.87% +29.37 1141.09 71.27% 45.80% 21.23%
2020-12 +3.80% +95.51% 0.24% +3.72% 0.80 9.98% +27.34 1095.38 68.70% 44.46% 20.41%
2020-11 +8.51% +88.35% 0.24% +3.36% 0.70 9.91% +22.37 1029.15 71.49% 45.98% 21.51%
2020-10 +0.17% +73.58% 0.24% +3.24% 0.49 9.25% +18.84 926.06 72.90% 47.09% 22.48%
2020-09 -1.66% +73.28% 0.24% +3.36% 0.53 9.35% +20.15 907.55 69.07% 45.35% 20.21%
2020-08 +4.50% +76.21% 0.24% +3.36% 0.56 9.42% +31.21 902.64 70.28% 45.46% 20.97%
2020-07 +2.91% +68.62% 0.24% +2.88% 0.40 9.39% +30.75 830.88 70.40% 46.12% 20.65%
2020-06 -0.36% +63.85% 0.24% +3.00% 0.34 9.35% +35.22 780.38 68.93% 44.87% 20.93%
2020-05 +1.31% +64.44% 0.24% +3.12% 0.34 9.39% +33.42 748.47 68.86% 42.95% 21.61%
2020-04 +7.19% +62.32% 0.24% +2.76% 0.31 9.39% +26.16 705.25 64.62% 37.55% 20.66%
2020-03 -12.20% +51.43% 0.24% +3.00% 0.11 8.87% +19.36 632.50 63.78% 38.21% 18.78%
2020-02 -4.48% +72.47% 0.24% +3.84% 0.77 6.82% +30.38 698.78 68.71% 40.17% 20.09%
2020-01 -0.51% +80.56% 0.24% +3.72% 1.14 6.62% +30.41 701.38 69.29% 40.14% 22.63%
2019-12 +1.74% +81.49% 0.27% +3.96% 1.18 6.58% +31.33 674.86 68.68% 40.54% 23.59%
2019-11 +1.71% +78.38% 0.27% +3.48% 1.09 6.62% +22.21 632.15 69.59% 40.76% 25.94%
2019-10 +2.38% +75.38% 0.27% +3.48% 1.05 6.62% +22.99 599.46 69.39% 40.90% 24.77%
2019-09 +2.20% +71.31% 0.27% +3.48% 0.95 6.58% +21.53 562.80 68.99% 40.41% 23.88%
2019-08 -1.18% +67.62% 0.27% +3.36% 0.88 6.55% +25.36 529.50 69.25% 41.59% 23.84%
2019-07 +0.36% +69.62% 0.27% +3.36% 0.98 6.51% +24.94 510.03 69.57% 42.09% 25.25%
2019-06 +3.65% +69.01% 0.27% +3.36% 0.97 6.51% +22.31 483.31 68.97% 42.35% 22.54%
2019-05 -3.30% +63.06% 0.27% +3.36% 0.83 6.37% +21.35 444.38 68.11% 42.25% 21.14%
2019-04 +2.72% +68.62% 0.27% +3.60% 1.09 6.13% +21.70 437.81 69.64% 44.53% 24.07%
2019-03 +0.38% +64.16% 0.27% +3.48% 0.97 6.06% +16.10 404.93 68.42% 44.47% 23.10%
2019-02 +1.46% +63.54% 0.27% +3.48% 0.97 6.06% +18.00 387.27 69.91% 46.05% 23.15%
2019-01 +4.45% +61.18% 0.27% +3.48% 0.94 6.10% +14.11 363.87 70.47% 46.37% 23.57%
2018-12 -5.22% +54.32% 0.28% +3.24% 0.74 5.89% +17.66 334.52 69.89% 46.06% 19.99%
2018-11 +1.09% +62.82% 0.28% +3.72% 1.25 5.27% +15.82 334.66 68.74% 45.19% 22.46%
2018-10 -3.43% +61.06% 0.28% +3.60% 1.22 5.30% +11.79 315.40 68.28% 44.75% 21.98%
2018-09 +0.33% +66.78% 0.28% +4.20% 1.67 4.99% +1.49 314.53 68.92% 43.82% 23.07%
2018-08 +1.83% +66.23% 0.28% +4.20% 1.71 5.13% +12.92 311.95 69.99% 44.47% 23.48%
2018-07 +2.00% +63.25% 0.28% +4.20% 1.59 5.13% +15.59 293.50 69.30% 44.64% 23.49%
2018-06 +0.16% +60.04% 0.28% +4.20% 1.52 5.13% +13.62 272.34 68.32% 43.94% 22.09%
2018-05 +0.64% +59.79% 0.28% +4.44% 1.45 5.30% +17.01 258.44 69.29% 43.33% 22.31%
2018-04 +1.47% +58.77% 0.28% +4.68% 1.46 5.33% +29.32 239.89 69.59% 44.67% 22.07%
2018-03 -1.04% +56.47% 0.28% +4.68% 1.38 5.33% +15.04 207.49 70.69% 44.81% 21.35%
2018-02 -1.63% +58.12% 0.28% +4.68% 1.51 5.27% +10.06 194.46 67.53% 42.12% 19.99%
2018-01 +2.26% +60.74% 0.28% +4.80% 1.73 5.20% +8.39 187.43 69.09% 42.45% 21.12%
2017-12 +1.44% +57.18% 0.30% +4.92% 1.64 5.16% +9.42 175.04 68.81% 42.13% 21.29%
2017-11 +1.33% +54.95% 0.30% +4.92% 1.53 5.20% +7.76 163.20 69.56% 42.90% 24.19%
2017-10 +1.36% +52.92% 0.30% +5.04% 1.48 5.20% +7.11 153.31 68.98% 42.20% 24.26%
2017-09 +1.34% +50.87% 0.30% +5.04% 1.41 5.20% +5.79 144.20 67.55% 41.82% 23.65%
2017-08 -0.30% +48.87% 0.30% +4.80% 1.38 5.23% +8.40 136.53 67.27% 41.57% 23.03%
2017-07 +1.39% +49.32% 0.30% +4.92% 1.44 5.20% +8.77 128.49 65.29% 41.24% 22.83%
2017-06 -0.27% +47.27% 0.30% +4.92% 1.40 5.23% +6.79 118.07 64.72% 40.32% 22.36%
2017-05 +1.34% +47.67% 0.30% +4.80% 1.42 5.23% +7.77 111.60 63.92% 39.50% 21.74%
2017-04 +1.23% +45.72% 0.30% +4.80% 1.21 5.65% +5.34 102.46 66.34% 41.26% 22.40%
2017-03 +0.52% +43.95% 0.30% +4.68% 1.17 5.65% +4.41 95.89 64.88% 40.44% 21.57%
2017-02 +1.19% +43.20% 0.30% +4.56% 1.19 5.72% +4.62 91.02 65.33% 40.80% 21.81%
2017-01 +1.06% +41.52% 0.30% +4.08% 1.12 5.72% +4.44 85.37 66.00% 41.19% 21.53%
2016-12 +1.55% +40.04% 0.33% +4.08% 1.11 5.79% +2.44 80.09 66.09% 42.34% 23.85%
2016-11 +1.41% +37.90% 0.33% +3.96% 1.04 5.75% +4.64 76.46 64.01% 40.56% 22.50%
2016-10 +0.17% +35.98% 0.33% +3.84% 0.92 5.85% +1.75 70.76 63.23% 40.81% 22.00%
2016-09 -0.41% +35.75% 0.33% +3.96% 0.98 6.20% +2.75 68.90 64.67% 41.31% 22.29%
2016-08 +1.05% +36.31% 0.33% +3.12% 0.90 6.62% +5.34 66.44 67.85% 43.09% 24.11%
2016-07 +3.08% +34.89% 0.33% +2.76% 0.73 7.14% +3.71 60.44 64.16% 40.24% 22.42%
2016-06 -1.34% +30.86% 0.33% +2.76% 0.59 7.03% +2.73 54.96 61.30% 40.03% 19.96%
2016-05 +1.29% +32.64% 0.33% +2.64% 0.64 7.07% 52.95
2016-04 +0.60% +30.95% 0.33% +2.40% 0.54 7.17% 49.20
2016-03 +2.51% +30.17% 0.33% +2.40% 0.50 7.17% 47.35
2016-02 -0.68% +26.98% 0.33% +2.40% 0.41 7.14% 44.06
2016-01 -2.72% +27.85% 0.33% +2.28% 0.44 7.10% 42.07
2015-12 -0.97% +31.43% 0.32% +1.92% 0.58 7.03% 41.22
2015-11 +0.17% +32.71% 0.32% +2.16% 0.70 7.24% 38.99
2015-10 +3.81% +32.49% 0.32% +1.56% 0.66 7.34% 36.78
2015-09 -2.80% +27.63% 0.32% +1.80% 0.55 7.34% 34.12
2015-08 -3.16% +31.30% 0.32% +2.40% 0.80 7.83% 33.15
2015-07 +2.15% +35.59% 0.32% +1.32% 0.95 7.79% 32.49
2015-06 -1.41% +32.73% 0.32% +0.96% 0.86 7.79% 29.73
2015-05 +0.92% +34.63% 0.32% 28.61
2015-04 +1.03% +33.40% 0.32% 27.01
2015-03 +1.49% +32.04% 0.32% 25.16
2015-02 +3.72% +30.11% 0.32% 23.85
2015-01 -0.16% +25.44% 0.32% 21.78
2014-12 -1.05% +25.64% 0.34% 20.78
2014-11 +1.88% +26.97% 0.34% 19.66
2014-10 +0.18% +24.63% 0.34% 17.91
2014-09 +0.98% +24.41% 0.34% 17.09
2014-08 +1.75% +23.20% 0.34% 16.06
2014-07 -0.09% +21.08% 0.34% 14.60
2014-06 +0.43% +21.19% 0.34% 13.68
2014-05 +1.08% +20.67% 0.34% 12.53
2014-04 -0.39% +19.38% 0.34% 11.07
2014-03 +1.04% +19.85% 0.34% 11.02
2014-02 +2.24% +18.61% 0.34% 10.01
2014-01 -1.01% +16.02% 0.34% 9.51
2013-12 +0.02% +17.20% 0.37% 8.90
2013-11 +1.79% +17.18% 0.37% 8.01
2013-10 +1.54% +15.12% 0.37% 7.43
2013-09 +3.30% +13.37% 0.37% 7.07
2013-08 -0.45% +9.75% 0.37% 6.48
2013-07 +2.14% +10.24% 0.37% 6.44
2013-06 -2.23% +7.93% 0.37% 6.11
2013-05 +2.39% +10.40% 0.37% 6.08
2013-04 +0.21% +7.82% 0.37% 5.69
2013-03 +0.85% +7.59% 0.37% 5.57
2013-02 +2.15% +6.69% 0.37% 5.39
2013-01 +1.54% +4.44% 0.37% 5.20
2012-12 -0.79% +2.86% 5.16
2012-11 +1.07% +3.68% 5.12
2012-10 +0.39% +2.58% 5.04
2012-09 +2.18% +2.18% 4.64

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.