חודשים בטווח
110
נתונים היסטוריים · קופות גמל להשקעה
כלל גמל לעתיד כספי(שקלי)
נתונים היסטוריים מלאים עבור כלל גמל לעתיד כספי(שקלי), 110 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7993 | שם קרן: כלל גמל לעתיד כספי(שקלי) | סיווג קרן: קופת גמל להשקעה | חברה שולטת: אחר | חברה מנהלת: כלל פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מתמחים בניהול אקטיבי | תת התמחות: כספי (שקלי).
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על כלל גמל לעתיד כספי(שקלי) ישירות למייל.
תשואה חודשית אחרונה
+0.39%
תשואה מצטברת מההתחלה
+18.95%
| 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 | +0.39% | +18.95% | 0.61% | +0.24% | 1.55 | 0.66% | +1.95 | 33.60 | 0.00% | 0.00% | 0.00% |
| 2026-04 | +0.43% | +18.49% | 0.61% | +0.24% | 1.48 | 0.67% | -2.41 | 31.54 | 0.00% | 0.00% | 0.00% |
| 2026-03 | +0.31% | +17.98% | 0.61% | +0.24% | 1.38 | 0.68% | +1.40 | 33.82 | 0.00% | 0.00% | 0.00% |
| 2026-02 | +0.41% | +17.62% | 0.61% | +0.24% | 1.42 | 0.69% | +0.37 | 32.32 | 0.00% | 0.00% | 0.00% |
| 2026-01 | +0.45% | +17.14% | 0.61% | +0.24% | 1.32 | 0.70% | +1.42 | 31.84 | 0.00% | 0.00% | 0.00% |
| 2025-12 | +0.39% | +16.61% | 0.60% | +0.24% | 1.23 | 0.70% | +0.81 | 30.30 | 0.00% | 0.00% | 0.00% |
| 2025-11 | +0.34% | +16.16% | 0.60% | +0.24% | 1.19 | 0.70% | +0.65 | 29.40 | 0.00% | 0.00% | 0.00% |
| 2025-10 | +0.29% | +15.77% | 0.60% | +0.24% | 1.22 | 0.71% | -1.11 | 28.66 | 0.00% | 0.00% | 0.00% |
| 2025-09 | +0.33% | +15.43% | 0.60% | +0.24% | 1.33 | 0.71% | -1.23 | 29.71 | 0.00% | 0.00% | 0.00% |
| 2025-08 | +0.50% | +15.05% | 0.60% | +0.24% | 1.39 | 0.72% | -1.61 | 30.85 | 0.00% | 0.00% | 0.00% |
| 2025-07 | +0.55% | +14.48% | 0.60% | +0.24% | 1.25 | 0.72% | -2.38 | 32.32 | 0.00% | 0.00% | 0.00% |
| 2025-06 | +0.43% | +13.85% | 0.60% | +0.24% | 1.09 | 0.71% | -1.46 | 34.53 | 0.00% | 0.00% | 0.00% |
| 2025-05 | +0.50% | +13.37% | 0.60% | +0.24% | 1.02 | 0.70% | -1.92 | 35.85 | 0.00% | 0.00% | 0.00% |
| 2025-04 | +0.38% | +12.80% | 0.60% | +0.24% | 0.89 | 0.70% | +3.10 | 37.61 | 0.00% | 0.00% | 0.00% |
| 2025-03 | +0.36% | +12.37% | 0.60% | +0.24% | 0.93 | 0.69% | +1.58 | 34.39 | 0.00% | 0.00% | 0.00% |
| 2025-02 | +0.46% | +11.97% | 0.60% | +0.12% | 0.75 | 0.72% | +0.28 | 32.70 | 0.00% | 0.00% | 0.00% |
| 2025-01 | +0.62% | +11.46% | 0.60% | +0.12% | 0.64 | 0.71% | -0.35 | 32.29 | 0.00% | 0.00% | 0.00% |
| 2024-12 | +0.42% | +10.77% | 0.61% | +0.12% | 0.38 | 0.69% | -2.52 | 32.47 | 0.00% | 0.00% | 0.00% |
| 2024-11 | +0.38% | +10.31% | 0.61% | +0.00% | 0.31 | 0.68% | -2.34 | 34.86 | 0.00% | 0.00% | 0.00% |
| 2024-10 | +0.38% | +9.89% | 0.61% | +0.12% | 0.30 | 0.68% | -0.08 | 37.08 | 0.00% | 0.00% | 0.00% |
| 2024-09 | +0.40% | +9.47% | 0.61% | +0.12% | 0.27 | 0.67% | -0.03 | 37.05 | 0.00% | 0.00% | 0.00% |
| 2024-08 | +0.35% | +9.04% | 0.61% | — | 0.22 | 0.67% | +4.44 | 36.96 | 0.00% | 0.00% | 0.00% |
| 2024-07 | +0.42% | +8.66% | 0.61% | +0.00% | 0.23 | 0.66% | +0.80 | 32.42 | 0.00% | 0.00% | 0.00% |
| 2024-06 | +0.46% | +8.20% | 0.61% | +0.00% | 0.16 | 0.65% | +0.22 | 31.50 | 0.00% | 0.00% | 0.00% |
| 2024-05 | +0.36% | +7.71% | 0.61% | +0.00% | 0.05 | 0.63% | -1.48 | 31.15 | 0.00% | 0.00% | 0.00% |
| 2024-04 | +0.28% | +7.32% | 0.61% | +0.00% | 0.05 | 0.62% | +1.79 | 32.53 | 0.00% | 0.00% | 0.00% |
| 2024-03 | +0.33% | +7.02% | 0.61% | +0.00% | 0.13 | 0.62% | +0.44 | 30.68 | 0.00% | 0.00% | 0.00% |
| 2024-02 | +0.35% | +6.67% | 0.61% | +0.00% | 0.17 | 0.61% | +0.09 | 30.14 | 0.00% | 0.00% | 0.00% |
| 2024-01 | +0.47% | +6.30% | 0.61% | +0.00% | 0.20 | 0.61% | +0.89 | 29.96 | 0.00% | 0.00% | 0.00% |
| 2023-12 | +0.34% | +5.80% | 0.60% | +0.00% | 0.11 | 0.58% | -1.05 | 28.96 | 0.00% | 0.00% | 0.00% |
| 2023-11 | +0.53% | +5.44% | 0.60% | +0.00% | 0.14 | 0.57% | +0.66 | 29.92 | 0.00% | 0.00% | 0.00% |
| 2023-10 | +0.46% | +4.89% | 0.60% | +0.00% | -0.08 | 0.54% | +4.84 | 29.12 | 0.00% | 0.00% | 0.00% |
| 2023-09 | +0.33% | +4.41% | 0.60% | -0.12% | -0.21 | 0.51% | +0.44 | 24.17 | 0.00% | 0.00% | 0.00% |
| 2023-08 | +0.47% | +4.06% | 0.60% | -0.12% | -0.15 | 0.50% | +0.39 | 23.67 | 0.00% | 0.00% | 0.00% |
| 2023-07 | +0.43% | +3.58% | 0.60% | -0.12% | -0.30 | 0.47% | -0.82 | 23.18 | 0.00% | 0.00% | 0.00% |
| 2023-06 | +0.37% | +3.13% | 0.60% | -0.12% | -0.39 | 0.44% | -1.28 | 23.92 | 0.00% | 0.00% | 0.00% |
| 2023-05 | +0.35% | +2.75% | 0.60% | -0.12% | -0.40 | 0.41% | -1.95 | 25.12 | 0.00% | 0.00% | 0.00% |
| 2023-04 | +0.38% | +2.39% | 0.60% | -0.12% | -0.40 | 0.39% | +0.98 | 27.00 | 0.00% | 0.00% | 0.00% |
| 2023-03 | +0.50% | +2.01% | 0.60% | -0.12% | -0.46 | 0.35% | +3.39 | 25.93 | 0.00% | 0.00% | 0.00% |
| 2023-02 | +0.11% | +1.50% | 0.60% | -0.12% | -0.75 | 0.28% | +2.07 | 22.44 | 0.00% | 0.00% | 0.00% |
| 2023-01 | +0.28% | +1.39% | 0.60% | -0.12% | -0.53 | 0.28% | +1.82 | 20.36 | 0.00% | 0.00% | 0.00% |
| 2022-12 | +0.17% | +1.10% | 0.53% | -0.12% | -0.52 | 0.26% | +3.38 | 18.50 | 0.00% | 0.00% | 0.00% |
| 2022-11 | +0.24% | +0.93% | 0.53% | -0.12% | -0.41 | 0.25% | +0.51 | 15.09 | 0.00% | 0.00% | 0.00% |
| 2022-10 | +0.22% | +0.69% | 0.53% | -0.12% | -0.46 | 0.23% | +1.82 | 14.56 | 0.00% | 0.00% | 0.00% |
| 2022-09 | +0.04% | +0.47% | 0.53% | -0.24% | -0.63 | 0.21% | +0.28 | 12.72 | 0.00% | 0.00% | 0.00% |
| 2022-08 | +0.03% | +0.43% | 0.53% | -0.24% | -0.53 | 0.21% | -1.73 | 12.44 | 0.00% | 0.00% | 0.00% |
| 2022-07 | +0.05% | +0.40% | 0.53% | -0.24% | -0.43 | 0.21% | +1.18 | 14.18 | 0.00% | 0.00% | 0.00% |
| 2022-06 | -0.01% | +0.35% | 0.53% | -0.24% | -0.44 | 0.20% | +2.10 | 13.00 | 0.00% | 0.00% | 0.00% |
| 2022-05 | -0.05% | +0.36% | 0.53% | -0.24% | -0.41 | 0.20% | +3.28 | 10.91 | 0.00% | 0.00% | 0.00% |
| 2022-04 | +0.06% | +0.41% | 0.53% | -0.24% | -0.33 | 0.20% | -2.18 | 7.64 | 0.00% | 0.00% | 0.00% |
| 2022-03 | -0.06% | +0.35% | 0.53% | -0.24% | -0.45 | 0.20% | +1.95 | 9.82 | 0.00% | 0.00% | 0.00% |
| 2022-02 | +0.02% | +0.41% | 0.53% | — | — | — | +2.72 | 7.88 | 0.00% | 0.00% | 0.00% |
| 2022-01 | -0.14% | +0.39% | 0.53% | — | — | — | +0.88 | 5.16 | 0.00% | 0.00% | 0.00% |
| 2021-12 | +0.01% | +0.53% | 0.54% | — | — | — | +0.03 | 4.29 | 0.00% | 0.00% | 0.00% |
| 2021-11 | +0.03% | +0.52% | 0.54% | — | — | — | -0.31 | 4.26 | 0.00% | 0.00% | 0.00% |
| 2021-10 | +0.01% | +0.49% | 0.54% | — | — | — | -0.10 | 4.57 | 0.00% | 0.00% | 0.00% |
| 2021-09 | +0.02% | +0.48% | 0.54% | — | — | — | +0.15 | 4.68 | 0.00% | 0.00% | 0.00% |
| 2021-08 | +0.02% | +0.46% | 0.54% | — | — | — | +0.60 | 4.53 | 0.00% | 0.00% | 0.00% |
| 2021-07 | +0.01% | +0.44% | 0.54% | — | — | — | +0.08 | 3.93 | 0.00% | 0.00% | 0.00% |
| 2021-06 | +0.02% | +0.43% | 0.54% | — | — | — | -0.22 | 3.85 | 0.00% | 0.00% | 0.00% |
| 2021-05 | +0.01% | +0.41% | 0.54% | — | — | — | -0.34 | 4.07 | 0.00% | 0.00% | 0.00% |
| 2021-04 | +0.01% | +0.40% | 0.54% | — | — | — | -0.23 | 4.41 | 0.00% | 0.00% | 0.00% |
| 2021-03 | +0.01% | +0.39% | 0.54% | — | — | — | -0.85 | 4.64 | 0.00% | 0.00% | 0.00% |
| 2021-02 | -0.02% | +0.38% | 0.54% | — | — | — | -0.78 | 5.50 | 0.00% | 0.00% | 0.00% |
| 2021-01 | +0.05% | +0.40% | 0.54% | — | — | — | -0.62 | 6.28 | 0.00% | 0.00% | 0.00% |
| 2020-12 | +0.04% | +0.35% | 0.56% | — | — | — | -2.59 | 6.90 | 0.00% | 0.00% | 0.00% |
| 2020-11 | +0.00% | +0.31% | 0.56% | — | — | — | -1.14 | 9.50 | 0.00% | 0.00% | 0.00% |
| 2020-10 | +0.00% | +0.31% | 0.56% | — | — | — | +0.05 | 10.64 | 0.00% | 0.00% | 0.00% |
| 2020-09 | +0.01% | +0.31% | 0.56% | — | — | — | -0.05 | 10.59 | 0.00% | 0.00% | 0.00% |
| 2020-08 | +0.00% | +0.30% | 0.56% | — | — | — | -0.84 | 10.64 | 0.00% | 0.00% | 0.00% |
| 2020-07 | +0.00% | +0.30% | 0.56% | — | — | — | +1.03 | 11.49 | 0.00% | 0.00% | 0.00% |
| 2020-06 | +0.02% | +0.30% | 0.56% | — | — | — | -0.39 | 10.47 | 0.00% | 0.00% | 0.00% |
| 2020-05 | +0.04% | +0.28% | 0.56% | — | — | — | -1.71 | 10.86 | 0.00% | 0.00% | 0.00% |
| 2020-04 | +0.20% | +0.24% | 0.56% | — | — | — | -2.75 | 12.57 | 0.00% | 0.00% | 0.00% |
| 2020-03 | -0.30% | +0.04% | 0.56% | — | — | — | +12.48 | 15.30 | 0.00% | 0.00% | 0.00% |
| 2020-02 | -0.01% | +0.34% | 0.56% | — | — | — | +1.36 | 2.82 | 0.00% | 0.00% | 0.00% |
| 2020-01 | +0.02% | +0.35% | 0.56% | — | — | — | -0.12 | 1.46 | 0.00% | 0.00% | 0.00% |
| 2019-12 | -0.01% | +0.33% | 0.67% | — | — | — | +0.08 | 1.59 | 0.00% | 0.00% | 0.00% |
| 2019-11 | +0.05% | +0.34% | 0.67% | — | — | — | -0.01 | 1.51 | 0.00% | 0.00% | 0.00% |
| 2019-10 | -0.01% | +0.29% | 0.67% | — | — | — | +0.32 | 1.52 | 0.00% | 0.00% | 0.00% |
| 2019-09 | +0.01% | +0.30% | 0.67% | — | — | — | +0.02 | 1.21 | 0.00% | 0.00% | 0.00% |
| 2019-08 | +0.06% | +0.29% | 0.67% | — | — | — | +0.55 | 1.19 | 0.00% | 0.00% | 0.00% |
| 2019-07 | +0.02% | +0.23% | 0.67% | — | — | — | -0.06 | 0.64 | 0.00% | 0.00% | 0.00% |
| 2019-06 | +0.05% | +0.21% | 0.67% | — | — | — | +0.12 | 0.71 | 0.00% | 0.00% | 0.00% |
| 2019-05 | +0.02% | +0.16% | 0.67% | — | — | — | -0.17 | 0.58 | 0.00% | 0.00% | 0.00% |
| 2019-04 | -0.01% | +0.14% | 0.67% | — | — | — | -0.08 | 0.75 | 0.00% | 0.00% | 0.00% |
| 2019-03 | +0.03% | +0.15% | 0.67% | — | — | — | -0.02 | 0.83 | 0.00% | 0.00% | 0.00% |
| 2019-02 | +0.06% | +0.12% | 0.67% | — | — | — | +0.12 | 0.84 | 0.00% | 0.00% | 0.00% |
| 2019-01 | +0.12% | +0.06% | 0.67% | — | — | — | -0.11 | 0.72 | 0.00% | 0.00% | 0.00% |
| 2018-12 | -0.04% | -0.06% | 0.58% | — | — | — | +0.58 | 0.83 | 0.00% | 0.00% | 0.00% |
| 2018-11 | -0.04% | -0.02% | 0.58% | — | — | — | +0.03 | 0.25 | 0.00% | 0.00% | 0.00% |
| 2018-10 | -0.01% | +0.02% | 0.58% | — | — | — | +0.05 | 0.22 | 0.00% | 0.00% | 0.00% |
| 2018-09 | +0.03% | +0.03% | 0.58% | — | — | — | +0.03 | 0.17 | 0.00% | 0.00% | 0.00% |
| 2018-08 | -0.01% | +0.00% | 0.58% | — | — | — | -0.20 | 0.13 | 0.00% | 0.00% | 0.00% |
| 2018-07 | -0.02% | +0.01% | 0.58% | — | — | — | +0.21 | 0.33 | 0.00% | 0.00% | 0.00% |
| 2018-06 | +0.00% | +0.03% | 0.58% | — | — | — | -0.26 | 0.13 | 0.00% | 0.00% | 0.00% |
| 2018-05 | +0.00% | +0.03% | 0.58% | — | — | — | +0.23 | 0.39 | 0.00% | 0.00% | 0.00% |
| 2018-04 | +0.00% | +0.03% | 0.58% | — | — | — | +0.00 | 0.16 | 0.00% | 0.00% | 0.00% |
| 2018-03 | +0.00% | +0.03% | 0.58% | — | — | — | +0.01 | 0.16 | 0.00% | 0.00% | 0.00% |
| 2018-02 | +0.01% | +0.03% | 0.58% | — | — | — | +0.01 | 0.15 | 0.00% | 0.00% | 0.00% |
| 2018-01 | +0.01% | +0.02% | 0.58% | — | — | — | +0.03 | 0.14 | 0.00% | 0.00% | 0.00% |
| 2017-12 | +0.01% | +0.01% | — | — | — | — | +0.02 | 0.11 | 0.00% | 0.00% | 0.00% |
| 2017-11 | -0.01% | +0.00% | — | — | — | — | -0.05 | 0.09 | 0.00% | 0.00% | 0.00% |
| 2017-10 | -0.06% | +0.01% | — | — | — | — | +0.00 | 0.14 | 0.00% | 0.00% | 0.00% |
| 2017-09 | +0.01% | +0.07% | — | — | — | — | +0.00 | 0.14 | 0.00% | 0.00% | 0.00% |
| 2017-08 | +0.00% | +0.06% | — | — | — | — | +0.00 | 0.14 | 0.00% | 0.00% | 0.00% |
| 2017-07 | +0.02% | +0.06% | — | — | — | — | +0.00 | 0.14 | 0.00% | 0.00% | 0.00% |
| 2017-06 | +0.01% | +0.04% | — | — | — | — | +0.07 | 0.13 | 0.00% | 0.00% | 0.00% |
| 2017-05 | +0.02% | +0.03% | — | — | — | — | +0.01 | 0.06 | 0.00% | 0.00% | 0.00% |
| 2017-04 | +0.01% | +0.01% | — | — | — | — | +0.01 | 0.05 | 0.00% | 0.00% | 0.00% |
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.