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 מדדים
חודשים בטווח 91
תשואה חודשית אחרונה +3.32%
תשואה מצטברת מההתחלה +127.92%
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.