חודשים בטווח
65
נתונים היסטוריים · קופות גמל להשקעה
כלל גמל לעתיד עוקב מדד s&p 500
נתונים היסטוריים מלאים עבור כלל גמל לעתיד עוקב מדד s&p 500, 65 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 13344 | שם קרן: כלל גמל לעתיד עוקב מדד s&p 500 | סיווג קרן: קופת גמל להשקעה | חברה שולטת: אחר | חברה מנהלת: כלל פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: עוקבי מדדים | תת התמחות: עוקב מדד s&p 500.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על כלל גמל לעתיד עוקב מדד s&p 500 ישירות למייל.
תשואה חודשית אחרונה
+0.49%
תשואה מצטברת מההתחלה
+87.01%
| 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 | +0.49% | +87.01% | 0.59% | +3.60% | 0.64 | 9.96% | -17.38 | 771.27 | 100.12% | 104.29% | 100.22% |
| 2026-04 | +3.33% | +86.10% | 0.59% | +2.40% | 0.64 | 9.96% | -4.28 | 785.06 | 99.80% | 108.58% | 100.02% |
| 2026-03 | -4.34% | +80.10% | 0.59% | +2.40% | 0.58 | 9.93% | -28.36 | 764.38 | 99.86% | 108.41% | 100.18% |
| 2026-02 | +0.38% | +88.28% | 0.59% | +2.52% | 0.84 | 9.86% | -34.02 | 828.63 | 99.85% | 106.86% | 100.12% |
| 2026-01 | -2.03% | +87.56% | 0.59% | +3.12% | 0.87 | 9.88% | -29.01 | 859.97 | 100.31% | 105.82% | 100.27% |
| 2025-12 | -1.84% | +91.45% | 0.61% | +3.24% | 1.01 | 9.79% | -18.97 | 907.37 | 99.91% | 105.20% | 99.94% |
| 2025-11 | +0.32% | +95.04% | 0.61% | — | — | — | -16.55 | 944.03 | 100.02% | 106.83% | 100.22% |
| 2025-10 | +1.14% | +94.42% | 0.61% | — | — | — | -14.42 | 958.41 | 99.35% | 104.82% | 99.29% |
| 2025-09 | +2.44% | +92.22% | 0.61% | — | — | — | -6.56 | 962.37 | 99.53% | 104.75% | 100.00% |
| 2025-08 | -0.21% | +87.65% | 0.61% | — | — | — | -10.62 | 946.39 | 99.18% | 103.52% | 99.92% |
| 2025-07 | +3.41% | +88.04% | 0.61% | — | — | — | -8.66 | 959.29 | 99.22% | 106.55% | 99.88% |
| 2025-06 | +0.69% | +81.84% | 0.61% | — | — | — | +1.16 | 936.77 | 99.03% | 112.34% | 100.07% |
| 2025-05 | +3.22% | +80.59% | 0.61% | — | — | — | +10.72 | 929.78 | 98.63% | 112.96% | 100.02% |
| 2025-04 | -2.95% | +74.96% | 0.61% | — | — | — | +3.51 | 890.78 | 98.61% | 117.03% | 99.92% |
| 2025-03 | -1.24% | +80.28% | 0.61% | — | — | — | -4.44 | 915.02 | 99.43% | 114.79% | 99.91% |
| 2025-02 | -3.11% | +82.54% | 0.61% | — | — | — | +12.67 | 931.52 | 99.56% | 109.30% | 100.43% |
| 2025-01 | +0.87% | +88.40% | 0.61% | — | — | — | +38.90 | 949.07 | 99.23% | 106.41% | 98.61% |
| 2024-12 | -1.57% | +86.78% | 0.62% | — | — | — | +40.53 | 902.54 | 99.46% | 108.80% | 98.18% |
| 2024-11 | +3.27% | +89.76% | 0.62% | — | — | — | +28.17 | 876.50 | 99.41% | 105.19% | 98.98% |
| 2024-10 | -0.46% | +83.75% | 0.62% | — | — | — | +26.73 | 822.22 | 99.11% | 109.14% | 99.78% |
| 2024-09 | +3.91% | +84.60% | 0.62% | — | — | — | +26.43 | 800.06 | 99.03% | 110.34% | 99.65% |
| 2024-08 | -1.14% | +77.65% | 0.62% | — | — | — | +17.75 | 744.43 | 98.23% | 110.36% | 98.89% |
| 2024-07 | +1.16% | +79.70% | 0.62% | — | — | — | +29.92 | 735.58 | 97.89% | 116.18% | 99.76% |
| 2024-06 | +5.53% | +77.64% | 0.62% | — | — | — | +31.91 | 697.38 | 97.78% | 119.99% | 99.27% |
| 2024-05 | +3.20% | +68.33% | 0.62% | — | — | — | +27.55 | 630.49 | 98.24% | 116.84% | 98.72% |
| 2024-04 | -2.03% | +63.11% | 0.62% | — | — | — | +21.13 | 584.46 | 98.19% | 120.16% | 99.82% |
| 2024-03 | +6.01% | +66.49% | 0.62% | — | — | — | +28.90 | 575.58 | 98.03% | 113.71% | 99.33% |
| 2024-02 | +3.17% | +57.05% | 0.62% | — | — | — | +24.65 | 515.38 | 98.89% | 108.95% | 99.81% |
| 2024-01 | +2.21% | +52.23% | 0.62% | — | — | — | +33.15 | 475.97 | 98.17% | 98.35% | 99.74% |
| 2023-12 | +2.35% | +48.93% | 0.61% | — | — | — | +35.90 | 433.62 | 96.36% | 97.84% | 97.56% |
| 2023-11 | +0.88% | +45.51% | 0.61% | — | — | — | +15.00 | 388.54 | 98.36% | 100.75% | 99.78% |
| 2023-10 | +1.70% | +44.24% | 0.61% | — | — | — | +15.73 | 370.45 | 98.69% | 105.67% | 99.94% |
| 2023-09 | -3.47% | +41.83% | 0.61% | — | — | — | +20.21 | 349.16 | 98.14% | 104.13% | 98.95% |
| 2023-08 | +1.46% | +46.93% | 0.61% | — | — | — | +25.38 | 341.31 | 98.06% | 103.61% | 99.79% |
| 2023-07 | +4.52% | +44.82% | 0.61% | — | — | — | +35.54 | 310.89 | 97.27% | 99.95% | 99.68% |
| 2023-06 | +4.63% | +38.56% | 0.61% | — | — | — | +29.68 | 262.81 | 100.00% | 106.30% | 100.97% |
| 2023-05 | +2.49% | +32.42% | 0.61% | — | — | — | +15.32 | 222.17 | 97.63% | 98.54% | 99.67% |
| 2023-04 | +4.31% | +29.21% | 0.61% | — | — | — | +15.27 | 201.66 | 98.06% | 99.30% | 99.14% |
| 2023-03 | -0.31% | +23.87% | 0.61% | — | — | — | +13.05 | 178.62 | 100.27% | 102.13% | 99.43% |
| 2023-02 | +3.47% | +24.25% | 0.61% | — | — | — | +11.75 | 166.06 | 97.68% | 99.56% | 99.67% |
| 2023-01 | +3.93% | +20.09% | 0.61% | — | — | — | +7.89 | 149.10 | 97.96% | 99.84% | 99.88% |
| 2022-12 | -1.66% | +15.55% | 0.52% | — | — | — | +6.70 | 135.65 | 97.66% | 100.09% | 99.06% |
| 2022-11 | +1.11% | +17.50% | 0.52% | — | — | — | +5.89 | 131.15 | 97.76% | 97.76% | 99.49% |
| 2022-10 | +6.15% | +16.21% | 0.52% | — | — | — | +3.11 | 123.90 | 98.19% | 98.19% | 99.64% |
| 2022-09 | -2.75% | +9.47% | 0.52% | — | — | — | +4.71 | 113.78 | 98.24% | 98.24% | 99.61% |
| 2022-08 | -4.62% | +12.57% | 0.52% | — | — | — | +7.16 | 112.39 | 98.35% | 98.35% | 99.57% |
| 2022-07 | +5.25% | +18.02% | 0.52% | — | — | — | +5.80 | 110.64 | 98.41% | 98.41% | 99.35% |
| 2022-06 | -3.72% | +12.13% | 0.52% | — | — | — | +3.51 | 99.50 | 98.92% | 98.92% | 99.76% |
| 2022-05 | -2.20% | +16.47% | 0.52% | — | — | — | +3.26 | 99.77 | 99.39% | 99.39% | 99.70% |
| 2022-04 | -2.83% | +19.09% | 0.52% | — | — | — | +5.10 | 98.71 | 99.17% | 99.17% | 99.36% |
| 2022-03 | +2.49% | +22.56% | 0.52% | — | — | — | +5.95 | 96.41 | 99.88% | 99.88% | 99.76% |
| 2022-02 | -0.77% | +19.58% | 0.52% | — | — | — | +6.49 | 88.20 | 98.46% | 98.46% | 98.87% |
| 2022-01 | -3.88% | +20.51% | 0.52% | — | — | — | +10.73 | 82.37 | 98.86% | 98.86% | 98.98% |
| 2021-12 | +3.05% | +25.37% | — | — | — | — | +11.28 | 74.73 | 97.86% | 97.86% | 97.99% |
| 2021-11 | -0.20% | +21.66% | — | — | — | — | +6.74 | 61.45 | 99.43% | 99.43% | 98.63% |
| 2021-10 | +3.96% | +21.90% | — | — | — | — | +4.43 | 54.90 | 97.96% | 97.96% | 98.36% |
| 2021-09 | -3.61% | +17.26% | — | — | — | — | +5.28 | 48.55 | 101.13% | 101.13% | 97.26% |
| 2021-08 | +1.45% | +21.65% | — | — | — | — | +9.55 | 45.03 | 99.36% | 99.36% | 98.20% |
| 2021-07 | +2.51% | +19.91% | — | — | — | — | +7.57 | 34.89 | 99.48% | 99.48% | 99.17% |
| 2021-06 | +2.42% | +16.98% | — | — | — | — | +6.21 | 26.62 | 97.86% | 97.86% | 97.26% |
| 2021-05 | +0.47% | +14.21% | — | — | — | — | +5.24 | 19.84 | 97.28% | 97.28% | 95.06% |
| 2021-04 | +2.85% | +13.68% | — | — | — | — | +2.91 | 14.51 | 100.00% | 100.00% | 100.55% |
| 2021-03 | +5.46% | +10.53% | — | — | — | — | +3.35 | 11.27 | 95.92% | 118.10% | 99.91% |
| 2021-02 | +2.65% | +4.81% | — | — | — | — | +3.06 | 7.43 | 97.58% | 97.58% | 97.58% |
| 2021-01 | +2.10% | +2.10% | — | — | — | — | +3.90 | 4.31 | 100.00% | 100.00% | 80.05% |
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.