נתונים היסטוריים · קרנות השתלמות
יחד קרן השתלמות לרופאים- מניות
נתונים היסטוריים מלאים עבור יחד קרן השתלמות לרופאים- מניות, 91 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 12435 | שם קרן: יחד קרן השתלמות לרופאים- מניות | סיווג קרן: קרנות השתלמות | חברה שולטת: ההסתדרות הרפואית בישראל | חברה מנהלת: יחד רופאים - חברה לניהול קופות גמל בע"מ | אוכלוסיית יעד: עובדי סקטור מסויים | התמחות: מתמחים בניהול אקטיבי | תת התמחות: מניות.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על יחד קרן השתלמות לרופאים- מניות ישירות למייל.
| 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 | +3.32% | +127.92% | 0.38% | -0.60% | 1.12 | 10.26% | +0.38 | 25.04 | 92.81% | 58.63% | 32.79% |
| 2026-04 | +6.96% | +120.60% | 0.38% | -1.92% | 1.04 | 10.21% | -0.01 | 23.88 | 93.97% | 60.64% | 32.20% |
| 2026-03 | -3.88% | +106.24% | 0.38% | -2.28% | 0.90 | 9.85% | +0.23 | 22.34 | 95.61% | 62.18% | 35.77% |
| 2026-02 | +0.77% | +114.57% | 0.38% | -2.52% | 1.14 | 9.62% | +0.02 | 23.02 | 97.05% | 64.47% | 36.49% |
| 2026-01 | +2.63% | +112.93% | 0.38% | -2.16% | 1.14 | 9.62% | +0.90 | 22.83 | 91.98% | 60.80% | 34.34% |
| 2025-12 | +1.23% | +107.47% | 0.37% | -2.28% | 1.09 | 9.60% | +1.17 | 21.39 | 93.78% | 61.94% | 35.02% |
| 2025-11 | +1.46% | +104.95% | 0.37% | -2.04% | 1.10 | 9.64% | +1.44 | 19.97 | 88.03% | 59.34% | 35.95% |
| 2025-10 | +2.02% | +102.00% | 0.37% | -1.80% | 1.12 | 10.05% | +0.14 | 18.27 | 92.56% | 62.56% | 37.16% |
| 2025-09 | +2.78% | +98.00% | 0.37% | -2.16% | 1.07 | 10.05% | +0.22 | 17.77 | 91.78% | 61.73% | 35.96% |
| 2025-08 | +0.82% | +92.65% | 0.37% | -1.92% | 0.97 | 10.15% | +0.21 | 17.08 | 93.15% | 62.41% | 35.48% |
| 2025-07 | +2.39% | +91.08% | 0.37% | -1.80% | 1.00 | 10.33% | +0.16 | 16.73 | 94.32% | 63.06% | 35.56% |
| 2025-06 | +4.70% | +86.62% | 0.37% | -1.92% | 0.98 | 10.39% | +0.09 | 16.19 | 94.94% | 63.06% | 35.08% |
| 2025-05 | +4.78% | +78.24% | 0.37% | -0.24% | 0.87 | 10.25% | +0.23 | 15.38 | 95.64% | 66.51% | 35.18% |
| 2025-04 | +0.40% | +70.11% | 0.37% | -0.24% | 0.77 | 10.12% | +0.35 | 14.46 | 93.71% | 66.04% | 31.95% |
| 2025-03 | -2.36% | +69.43% | 0.37% | +0.24% | 0.84 | 10.84% | -0.28 | 14.05 | 97.22% | 69.68% | 33.88% |
| 2025-02 | -0.61% | +73.53% | 0.37% | +1.32% | 0.78 | 12.13% | -0.23 | 14.68 | 95.91% | 66.55% | 36.65% |
| 2025-01 | +2.35% | +74.59% | 0.37% | +1.32% | 0.76 | 12.44% | +0.24 | 15.00 | 94.13% | 65.73% | 41.87% |
| 2024-12 | +0.17% | +70.58% | 0.35% | +1.08% | 0.72 | 12.42% | +1.51 | 14.42 | 89.53% | 62.97% | 38.49% |
| 2024-11 | +3.51% | +70.29% | 0.35% | +1.56% | 0.74 | 12.42% | +0.18 | 12.90 | 93.41% | 65.89% | 38.68% |
| 2024-10 | +0.27% | +64.52% | 0.35% | +1.44% | 0.68 | 12.37% | +0.19 | 12.29 | 95.44% | 68.43% | 36.94% |
| 2024-09 | +3.18% | +64.08% | 0.35% | +1.32% | 0.71 | 12.39% | +0.09 | 12.07 | 97.60% | 71.50% | 38.69% |
| 2024-08 | +0.96% | +59.02% | 0.35% | — | 0.64 | 12.36% | -1.18 | 11.61 | 101.03% | 70.80% | 42.64% |
| 2024-07 | +2.74% | +57.51% | 0.35% | +1.20% | 0.62 | 12.41% | +0.41 | 12.71 | 92.05% | 64.83% | 39.26% |
| 2024-06 | +0.37% | +53.31% | 0.35% | +1.32% | 0.57 | 12.38% | -0.50 | 11.97 | 95.82% | 66.67% | 39.26% |
| 2024-05 | +1.76% | +52.74% | 0.35% | +1.32% | 0.60 | 12.44% | +0.18 | 12.42 | 90.34% | 61.11% | 36.31% |
| 2024-04 | -2.33% | +50.10% | 0.35% | +0.96% | 0.53 | 12.57% | +0.11 | 12.03 | 90.94% | 61.43% | 35.66% |
| 2024-03 | +4.01% | +53.68% | 0.35% | +0.84% | 0.65 | 12.54% | +0.08 | 12.20 | 91.80% | 62.05% | 34.84% |
| 2024-02 | +3.96% | +47.76% | 0.35% | +0.84% | 0.56 | 12.46% | +0.79 | 11.66 | 92.37% | 62.18% | 42.37% |
| 2024-01 | +0.02% | +42.13% | 0.35% | +0.96% | 0.48 | 12.37% | +0.40 | 10.44 | 90.52% | 61.30% | 39.46% |
| 2023-12 | +4.26% | +42.10% | 0.33% | +0.72% | 0.53 | 12.50% | -0.03 | 10.03 | 92.22% | 61.62% | 40.98% |
| 2023-11 | +4.74% | +36.29% | 0.33% | +0.60% | 0.37 | 12.80% | +0.71 | 9.66 | 92.03% | 61.90% | 45.03% |
| 2023-10 | -4.47% | +30.13% | 0.33% | +0.24% | 0.26 | 12.66% | +0.07 | 8.53 | 94.02% | 65.30% | 36.93% |
| 2023-09 | -2.15% | +36.21% | 0.33% | — | — | — | +0.14 | 8.87 | 89.85% | 60.20% | 34.61% |
| 2023-08 | -1.27% | +39.21% | 0.33% | — | — | — | +0.35 | 8.92 | 90.81% | 61.43% | 41.37% |
| 2023-07 | +4.48% | +41.00% | 0.33% | — | — | — | +1.12 | 8.69 | 92.29% | 62.26% | 42.12% |
| 2023-06 | +3.05% | +34.95% | 0.33% | — | — | — | +0.07 | 7.22 | 90.17% | 59.97% | 35.60% |
| 2023-05 | -0.09% | +30.96% | 0.33% | — | — | — | +0.16 | 6.93 | 89.18% | 59.45% | 33.77% |
| 2023-04 | +2.10% | +31.08% | 0.33% | — | — | — | +0.16 | 6.78 | 91.15% | 61.06% | 34.37% |
| 2023-03 | -0.47% | +28.38% | 0.33% | — | — | — | +0.12 | 6.48 | 90.28% | 59.57% | 32.41% |
| 2023-02 | -1.97% | +28.99% | 0.33% | — | — | — | +0.13 | 6.39 | 94.68% | 63.07% | 34.59% |
| 2023-01 | +4.74% | +31.58% | 0.33% | — | — | — | -0.01 | 6.39 | 96.24% | 61.82% | 33.96% |
| 2022-12 | -2.37% | +25.62% | 0.32% | — | — | — | +0.02 | 6.11 | 95.58% | 58.92% | 23.73% |
| 2022-11 | +2.94% | +28.67% | 0.32% | — | — | — | +0.13 | 6.24 | 90.22% | 55.61% | 30.45% |
| 2022-10 | +4.09% | +25.00% | 0.32% | — | — | — | +0.11 | 5.94 | 92.42% | 54.55% | 27.95% |
| 2022-09 | -7.03% | +20.09% | 0.32% | — | — | — | +0.09 | 5.60 | 93.04% | 53.75% | 26.61% |
| 2022-08 | -1.12% | +29.17% | 0.32% | — | — | — | +0.07 | 5.94 | 93.43% | 53.20% | 27.27% |
| 2022-07 | +5.08% | +30.63% | 0.32% | — | — | — | +0.14 | 5.93 | 91.74% | 52.78% | 27.66% |
| 2022-06 | -4.86% | +24.32% | 0.32% | — | — | — | +0.00 | 5.51 | 95.46% | 55.54% | 27.77% |
| 2022-05 | -3.57% | +30.67% | 0.32% | — | — | — | +0.26 | 5.80 | 91.55% | 54.48% | 28.28% |
| 2022-04 | -2.44% | +35.50% | 0.32% | — | — | — | +0.15 | 5.74 | 95.99% | 54.36% | 28.75% |
| 2022-03 | +0.11% | +38.89% | 0.32% | — | — | — | +0.09 | 5.73 | 96.16% | 55.32% | 30.89% |
| 2022-02 | -0.44% | +38.74% | 0.32% | — | — | — | +0.09 | 5.64 | 96.99% | 56.74% | 31.21% |
| 2022-01 | -2.94% | +39.35% | 0.32% | — | — | — | +0.20 | 5.58 | 91.40% | 51.97% | 27.06% |
| 2021-12 | +2.70% | +43.57% | 0.30% | — | — | — | +0.10 | 5.55 | 94.95% | 55.68% | 31.71% |
| 2021-11 | -0.19% | +39.80% | 0.30% | — | — | — | +0.04 | 5.30 | 95.66% | 56.60% | 32.08% |
| 2021-10 | +5.81% | +40.07% | 0.30% | — | — | — | -0.01 | 5.28 | 99.81% | 60.80% | 32.20% |
| 2021-09 | -1.09% | +32.37% | 0.30% | — | — | — | +0.41 | 5.03 | 88.47% | 57.06% | 31.81% |
| 2021-08 | +1.70% | +33.83% | 0.30% | — | — | — | -0.46 | 4.67 | 100.00% | 70.02% | 54.39% |
| 2021-07 | -2.55% | +31.60% | 0.30% | — | — | — | +0.10 | 5.04 | 97.82% | 64.48% | 49.60% |
| 2021-06 | +0.83% | +35.04% | 0.30% | — | — | — | +0.30 | 5.08 | 96.65% | 63.78% | 50.00% |
| 2021-05 | +1.23% | +33.93% | 0.30% | — | — | — | +0.20 | 4.74 | 96.41% | 59.92% | 42.83% |
| 2021-04 | +2.38% | +32.30% | 0.30% | — | — | — | +1.45 | 4.47 | 80.09% | 49.22% | 34.68% |
| 2021-03 | +1.50% | +29.22% | 0.30% | — | — | — | +0.19 | 2.94 | 88.44% | 60.54% | 31.29% |
| 2021-02 | +0.52% | +27.32% | 0.30% | — | — | — | +0.79 | 2.71 | 94.10% | 65.31% | 45.39% |
| 2021-01 | +1.85% | +26.66% | 0.30% | — | — | — | +0.09 | 1.94 | 92.27% | 64.43% | 37.11% |
| 2020-12 | +2.97% | +24.36% | 0.24% | — | — | — | +0.68 | 1.83 | 88.52% | 62.30% | 33.33% |
| 2020-11 | +7.29% | +20.77% | 0.24% | — | — | — | -0.02 | 1.10 | 93.64% | 67.27% | 43.64% |
| 2020-10 | +0.20% | +12.56% | 0.24% | — | — | — | +0.05 | 1.04 | 87.50% | 66.35% | 41.35% |
| 2020-09 | -2.71% | +12.34% | 0.24% | — | — | — | +0.05 | 0.99 | 83.84% | 64.65% | 63.64% |
| 2020-08 | +5.21% | +15.47% | 0.24% | — | — | — | +0.11 | 0.97 | 75.26% | 55.67% | 50.52% |
| 2020-07 | +3.74% | +9.75% | 0.24% | — | — | — | +0.03 | 0.81 | 81.48% | 59.26% | 53.09% |
| 2020-06 | +1.15% | +5.79% | 0.24% | — | — | — | +0.10 | 0.75 | 73.33% | 52.00% | 46.67% |
| 2020-05 | +2.48% | +4.59% | 0.24% | — | — | — | +0.04 | 0.65 | 78.46% | 52.31% | 46.15% |
| 2020-04 | +9.57% | +2.06% | 0.24% | — | — | — | +0.04 | 0.60 | 78.33% | 48.33% | 43.33% |
| 2020-03 | -11.54% | -6.85% | 0.24% | — | — | — | +0.03 | 0.51 | 76.47% | 49.02% | 43.14% |
| 2020-02 | -5.43% | +5.30% | 0.24% | — | — | — | +0.10 | 0.54 | 83.33% | 51.85% | 42.59% |
| 2020-01 | +0.91% | +11.34% | 0.24% | — | — | — | +0.03 | 0.48 | 81.25% | 50.00% | 43.75% |
| 2019-12 | +1.32% | +10.34% | — | — | — | — | +0.10 | 0.44 | 79.55% | 50.00% | 45.45% |
| 2019-11 | +2.09% | +8.90% | — | — | — | — | +0.04 | 0.34 | 79.41% | 52.94% | 35.29% |
| 2019-10 | +2.35% | +6.67% | — | — | — | — | +0.03 | 0.29 | 75.86% | 44.83% | 37.93% |
| 2019-09 | +2.23% | +4.22% | — | — | — | — | +0.03 | 0.26 | 73.08% | 42.31% | 34.62% |
| 2019-08 | -1.81% | +1.95% | — | — | — | — | +0.03 | 0.23 | 73.91% | 47.83% | 39.13% |
| 2019-07 | +0.34% | +3.83% | — | — | — | — | +0.02 | 0.20 | 85.00% | 55.00% | 45.00% |
| 2019-06 | +3.46% | +3.48% | — | — | — | — | +0.01 | 0.18 | 88.89% | 55.56% | 44.44% |
| 2019-05 | -3.46% | +0.02% | — | — | — | — | +0.02 | 0.16 | 81.25% | 50.00% | 43.75% |
| 2019-04 | +3.09% | +3.60% | — | — | — | — | +0.02 | 0.15 | 80.00% | 46.67% | 33.33% |
| 2019-03 | +0.74% | +0.49% | — | — | — | — | +0.02 | 0.13 | 76.92% | 46.15% | 30.77% |
| 2019-02 | +1.52% | -0.24% | — | — | — | — | +0.02 | 0.11 | 81.82% | 54.55% | 45.45% |
| 2019-01 | +4.63% | -1.74% | — | — | — | — | +0.01 | 0.09 | 77.78% | 44.44% | 44.44% |
| 2018-12 | -6.45% | -6.09% | — | — | — | — | +0.02 | 0.07 | 71.43% | 42.86% | 42.86% |
| 2018-11 | +0.39% | +0.39% | — | — | — | — | +0.01 | 0.06 | 66.67% | 50.00% | 50.00% |
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.