חודשים בטווח
120
כלל פנסיה למקבלי קצבה קיימים
נתונים היסטוריים מלאים עבור כלל פנסיה למקבלי קצבה קיימים, 120 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 2205 | שם קרן: כלל פנסיה למקבלי קצבה קיימים | סיווג קרן: קרנות חדשות | חברה שולטת: אחר | חברה מנהלת: כלל פנסיה וגמל בע"מ | אוכלוסיית יעד: — | התמחות: — | תת התמחות: —.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על כלל פנסיה למקבלי קצבה קיימים ישירות למייל.
תשואה חודשית אחרונה
+1.65%
תשואה מצטברת מההתחלה
+63.50%
| 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 | +1.65% | +63.50% | 0.14% | +2.88% | 0.88 | 2.49% | -18.76 | 2201.21 | 0.97% | 1.95% | 0.66% |
| 2026-04 | +0.90% | +60.84% | 0.14% | +2.76% | 0.75 | 2.42% | -17.78 | 2183.52 | 1.01% | 2.13% | 0.75% |
| 2026-03 | -0.13% | +59.41% | 0.14% | +2.76% | 0.70 | 2.42% | -20.32 | 2181.38 | 1.06% | 2.49% | 0.79% |
| 2026-02 | -0.15% | +59.62% | 0.14% | +2.88% | 0.82 | 2.42% | -18.34 | 2206.66 | 1.04% | 2.43% | 0.76% |
| 2026-01 | +0.22% | +59.86% | 0.14% | +2.88% | 0.89 | 2.42% | -17.42 | 2226.24 | 1.02% | 2.40% | 0.60% |
| 2025-12 | -0.09% | +59.51% | 0.15% | +2.88% | 0.94 | 2.42% | -9.67 | 2238.53 | 1.07% | 2.61% | 0.65% |
| 2025-11 | +0.63% | +59.65% | 0.15% | +2.88% | 1.04 | 2.42% | -18.35 | 2250.42 | 1.10% | 2.64% | 0.65% |
| 2025-10 | +0.30% | +58.65% | 0.15% | +2.88% | 1.05 | 2.42% | -8.17 | 2254.40 | 1.10% | 2.58% | 0.66% |
| 2025-09 | +1.02% | +58.18% | 0.15% | +3.00% | 1.07 | 2.42% | -17.16 | 2255.72 | 1.11% | 2.65% | 0.69% |
| 2025-08 | +0.76% | +56.58% | 0.15% | +3.12% | 0.96 | 2.46% | -18.64 | 2249.86 | 1.12% | 2.65% | 0.67% |
| 2025-07 | +0.43% | +55.40% | 0.15% | +3.12% | 0.95 | 2.46% | -17.53 | 2251.68 | 1.10% | 3.00% | 0.86% |
| 2025-06 | +1.25% | +54.73% | 0.15% | +3.12% | 0.96 | 2.46% | -26.27 | 2259.19 | 1.08% | 2.67% | 0.85% |
| 2025-05 | +0.67% | +52.82% | 0.15% | +3.12% | 0.86 | 2.46% | -18.59 | 2257.33 | 1.10% | 2.76% | 0.86% |
| 2025-04 | +0.95% | +51.81% | 0.15% | +3.12% | 0.85 | 2.46% | -47.96 | 2260.97 | 1.10% | 2.83% | 0.80% |
| 2025-03 | -0.23% | +50.38% | 0.15% | +3.12% | 0.84 | 2.49% | -18.99 | 2258.05 | 1.08% | 2.86% | 0.79% |
| 2025-02 | +0.94% | +50.72% | 0.15% | +3.12% | 0.80 | 2.81% | -18.63 | 2311.76 | 1.06% | 2.76% | 0.76% |
| 2025-01 | +0.07% | +49.32% | 0.15% | +3.00% | 0.76 | 2.81% | -17.42 | 2309.01 | 1.06% | 2.74% | 0.74% |
| 2024-12 | +0.26% | +49.22% | 0.16% | +3.00% | 0.83 | 2.77% | -17.36 | 2324.85 | 1.06% | 2.80% | 0.77% |
| 2024-11 | +1.08% | +48.83% | 0.16% | +3.12% | 0.86 | 2.81% | -19.06 | 2336.19 | 1.06% | 2.82% | 0.81% |
| 2024-10 | +0.33% | +47.24% | 0.16% | +3.24% | 0.80 | 2.77% | -18.75 | 2330.11 | 1.07% | 2.92% | 0.87% |
| 2024-09 | +0.75% | +46.75% | 0.16% | +3.24% | 0.83 | 2.77% | -19.46 | 2341.34 | 1.06% | 2.94% | 0.89% |
| 2024-08 | +1.26% | +45.66% | 0.16% | — | 0.71 | 2.77% | -19.39 | 2343.00 | 1.06% | 2.87% | 0.87% |
| 2024-07 | +0.79% | +43.85% | 0.16% | +3.24% | 0.74 | 2.74% | -18.45 | 2333.19 | 1.02% | 2.95% | 0.89% |
| 2024-06 | +0.16% | +42.72% | 0.16% | +3.12% | 0.72 | 2.74% | -23.53 | 2332.30 | 0.97% | 2.91% | 0.82% |
| 2024-05 | +0.39% | +42.49% | 0.16% | +3.12% | 0.79 | 2.77% | -18.17 | 2351.70 | 0.95% | 2.87% | 0.84% |
| 2024-04 | +0.25% | +41.94% | 0.16% | +3.24% | 0.81 | 2.77% | -34.68 | 2360.82 | 1.03% | 2.94% | 0.58% |
| 2024-03 | +0.35% | +41.59% | 0.16% | +3.12% | 0.86 | 2.77% | -18.52 | 2374.50 | 1.01% | 2.86% | 0.59% |
| 2024-02 | +0.51% | +41.09% | 0.16% | +3.24% | 0.90 | 2.77% | -18.81 | 2399.95 | 1.00% | 2.74% | 0.61% |
| 2024-01 | -0.17% | +40.38% | 0.16% | +3.24% | 0.91 | 2.77% | -19.92 | 2407.11 | 1.00% | 2.80% | 0.44% |
| 2023-12 | +0.57% | +40.61% | 0.17% | +3.24% | 1.01 | 2.77% | -10.76 | 2431.15 | 1.17% | 2.95% | 0.62% |
| 2023-11 | +2.44% | +39.82% | 0.17% | +3.36% | 1.00 | 2.77% | -19.46 | 2429.45 | 1.18% | 3.02% | 0.65% |
| 2023-10 | -2.21% | +36.49% | 0.17% | +3.36% | 0.83 | 2.63% | -20.38 | 2389.99 | 1.27% | 3.28% | 0.68% |
| 2023-09 | -0.14% | +39.57% | 0.17% | +3.48% | 1.39 | 2.36% | -21.73 | 2463.04 | 1.30% | 3.17% | 0.64% |
| 2023-08 | +0.28% | +39.77% | 0.17% | +3.48% | 1.52 | 2.36% | -19.20 | 2489.27 | 1.31% | 3.19% | 0.71% |
| 2023-07 | +0.17% | +39.38% | 0.17% | +3.48% | 1.57 | 2.36% | -16.94 | 2517.58 | 1.28% | 2.96% | 0.70% |
| 2023-06 | +0.63% | +39.14% | 0.17% | +3.48% | 1.65 | 2.36% | -2.20 | 2514.09 | 1.34% | 3.00% | 0.75% |
| 2023-05 | +1.31% | +38.27% | 0.17% | +3.60% | 1.64 | 2.36% | -19.39 | 2500.55 | 1.34% | 3.00% | 0.71% |
| 2023-04 | +0.22% | +36.48% | 0.17% | +3.48% | 1.56 | 2.29% | -17.87 | 2487.25 | 1.36% | 2.97% | 0.73% |
| 2023-03 | +0.89% | +36.18% | 0.17% | +3.48% | 1.61 | 2.29% | -19.55 | 2501.96 | 1.35% | 2.94% | 0.73% |
| 2023-02 | -1.02% | +34.98% | 0.17% | +3.60% | 1.58 | 2.29% | -19.97 | 2497.06 | 1.37% | 3.00% | 0.79% |
| 2023-01 | +1.24% | +36.37% | 0.17% | +3.48% | 1.90 | 2.25% | -18.27 | 2542.86 | 1.53% | 3.00% | 0.87% |
| 2022-12 | -0.26% | +34.70% | 0.19% | +3.48% | 1.83 | 2.22% | -31.59 | 2529.62 | 1.55% | 3.07% | 0.88% |
| 2022-11 | +0.67% | +35.05% | 0.19% | +3.48% | 1.99 | 2.18% | -18.61 | 2566.41 | 1.49% | 2.90% | 0.81% |
| 2022-10 | +0.69% | +34.15% | 0.19% | +3.48% | 1.97 | 2.18% | -19.61 | 2569.11 | 1.53% | 2.81% | 0.70% |
| 2022-09 | -0.73% | +33.23% | 0.19% | +3.48% | 1.93 | 2.18% | -35.32 | 2571.24 | 1.55% | 2.80% | 0.65% |
| 2022-08 | -0.04% | +34.21% | 0.19% | +3.48% | 2.20 | 2.11% | -18.61 | 2625.43 | 1.64% | 2.79% | 0.73% |
| 2022-07 | +1.28% | +34.27% | 0.19% | +3.48% | 2.30 | 2.11% | -18.67 | 2645.48 | 1.89% | 2.92% | 0.99% |
| 2022-06 | +1.04% | +32.57% | 0.19% | +3.36% | 2.21 | 2.08% | -17.19 | 2630.43 | 1.56% | 2.59% | 0.90% |
| 2022-05 | -0.60% | +31.21% | 0.19% | +3.24% | 2.08 | 2.08% | -18.84 | 2620.28 | 1.58% | 2.59% | 0.90% |
| 2022-04 | +0.35% | +32.00% | 0.19% | +3.12% | 2.31 | 2.04% | -19.05 | 2655.17 | 1.55% | 2.45% | 0.95% |
| 2022-03 | +0.84% | +31.54% | 0.19% | +3.00% | 2.31 | 2.04% | -32.59 | 2664.86 | 1.50% | 2.42% | 0.92% |
| 2022-02 | -0.81% | +30.44% | 0.19% | +3.00% | 2.24 | 2.04% | -19.43 | 2675.04 | 1.51% | 2.70% | 0.65% |
| 2022-01 | -0.32% | +31.51% | 0.19% | +3.00% | 2.54 | 1.94% | -14.63 | 2716.61 | 1.48% | 2.16% | 0.63% |
| 2021-12 | -0.07% | +31.93% | 0.20% | +3.00% | 2.68 | 1.94% | -18.50 | 2744.60 | 1.44% | 2.15% | 0.57% |
| 2021-11 | +0.99% | +32.02% | 0.20% | +3.12% | 2.77 | 1.91% | -15.23 | 2760.15 | 1.44% | 2.13% | 0.56% |
| 2021-10 | +1.24% | +30.73% | 0.20% | +3.00% | 2.62 | 1.94% | -22.28 | 2751.78 | 1.45% | 2.17% | 0.57% |
| 2021-09 | +0.55% | +29.13% | 0.20% | +3.00% | 2.51 | 1.91% | -19.20 | 2737.38 | 1.49% | 2.19% | 0.56% |
| 2021-08 | +1.04% | +28.42% | 0.20% | +2.76% | 2.39 | 1.94% | -19.90 | 2744.81 | 1.46% | 2.09% | 0.49% |
| 2021-07 | +0.68% | +27.10% | 0.20% | +2.76% | 2.28 | 1.94% | -18.14 | 2736.17 | 1.48% | 2.10% | 0.48% |
| 2021-06 | +0.73% | +26.24% | 0.20% | +2.88% | 2.23 | 1.94% | -25.57 | 2735.70 | 1.42% | 2.10% | 0.47% |
| 2021-05 | +0.71% | +25.33% | 0.20% | +2.76% | 2.16 | 1.94% | -18.88 | 2741.84 | 1.41% | 2.05% | 0.43% |
| 2021-04 | +0.52% | +24.44% | 0.20% | — | — | — | +37.89 | 2741.15 | 1.41% | 2.00% | 0.39% |
| 2021-03 | +0.90% | +23.80% | 0.20% | — | — | — | -45.59 | 2746.84 | 1.44% | 2.05% | 0.38% |
| 2021-02 | -0.38% | +22.69% | 0.20% | — | — | — | -19.09 | 2686.10 | 1.36% | 2.31% | 0.60% |
| 2021-01 | +0.48% | +23.16% | 0.20% | — | — | — | -19.54 | 2740.23 | 1.34% | 2.25% | 0.57% |
| 2020-12 | +0.53% | +22.57% | 0.21% | — | — | — | -62.14 | 2746.74 | 1.32% | 2.23% | 0.85% |
| 2020-11 | +0.87% | +21.93% | 0.21% | — | — | — | -19.68 | 2769.28 | 1.31% | 2.30% | 0.97% |
| 2020-10 | +0.06% | +20.88% | 0.21% | — | — | — | -18.61 | 2789.73 | 1.39% | 2.30% | 0.98% |
| 2020-09 | -0.54% | +20.80% | 0.21% | — | — | — | -10.38 | 2807.01 | 1.38% | 2.25% | 0.97% |
| 2020-08 | +0.93% | +21.46% | 0.21% | — | — | — | -19.86 | 2864.20 | 1.33% | 1.83% | 0.94% |
| 2020-07 | +0.14% | +20.34% | 0.21% | — | — | — | -39.07 | 2825.59 | 1.37% | 1.86% | 0.95% |
| 2020-06 | +0.05% | +20.17% | 0.21% | — | — | — | -19.12 | 2843.61 | 1.38% | 1.85% | 1.02% |
| 2020-05 | +0.75% | +20.11% | 0.21% | — | — | — | -22.42 | 2878.64 | 1.30% | 1.74% | 0.97% |
| 2020-04 | +1.76% | +19.22% | 0.21% | — | — | — | -21.48 | 2878.29 | 1.30% | 1.67% | 0.92% |
| 2020-03 | -2.41% | +17.16% | 0.21% | — | — | — | -6.01 | 2848.65 | 1.33% | 1.61% | 0.92% |
| 2020-02 | +0.83% | +20.05% | 0.21% | — | — | — | -21.45 | 2940.74 | 1.25% | 1.46% | 0.76% |
| 2020-01 | +0.56% | +19.06% | 0.21% | — | — | — | -36.14 | 2938.24 | 1.25% | 1.32% | 0.63% |
| 2019-12 | +0.17% | +18.40% | 0.22% | — | — | — | -4.83 | 2945.54 | 1.25% | 1.32% | 0.62% |
| 2019-11 | +0.48% | +18.20% | 0.22% | — | — | — | -23.30 | 2946.37 | 1.25% | 1.33% | 0.76% |
| 2019-10 | +0.47% | +17.63% | 0.22% | — | — | — | -37.21 | 2953.99 | 1.27% | 1.35% | 0.77% |
| 2019-09 | +0.66% | +17.08% | 0.22% | — | — | — | -20.79 | 2960.38 | 1.26% | 1.33% | 0.75% |
| 2019-08 | +0.44% | +16.31% | 0.22% | — | — | — | -24.38 | 2976.24 | 1.26% | 1.34% | 0.76% |
| 2019-07 | +0.72% | +15.80% | 0.22% | — | — | — | -48.32 | 2990.73 | 1.20% | 1.39% | 0.75% |
| 2019-06 | +1.14% | +14.98% | 0.22% | — | — | — | -0.52 | 2995.46 | 1.21% | 1.44% | 0.68% |
| 2019-05 | +0.52% | +13.68% | 0.22% | — | — | — | -98.27 | 3007.98 | 1.23% | 1.46% | 0.69% |
| 2019-04 | +0.92% | +13.09% | 0.22% | — | — | — | -11.44 | 2999.41 | 1.23% | 1.44% | 0.68% |
| 2019-03 | +0.86% | +12.06% | 0.22% | — | — | — | -12.32 | 2991.46 | 1.24% | 1.46% | 0.67% |
| 2019-02 | +0.51% | +11.11% | 0.22% | — | — | — | -27.58 | 3051.80 | 1.21% | 1.36% | 0.61% |
| 2019-01 | +0.81% | +10.54% | 0.22% | — | — | — | -23.30 | 3046.86 | 1.16% | 1.42% | 0.65% |
| 2018-12 | +0.04% | +9.65% | 0.24% | — | — | — | -16.23 | 3050.05 | 1.18% | 1.51% | 0.65% |
| 2018-11 | +0.13% | +9.61% | 0.24% | — | — | — | -63.55 | 3076.02 | 1.13% | 1.48% | 0.65% |
| 2018-10 | -0.13% | +9.47% | 0.24% | — | — | — | -27.24 | 3082.17 | 1.14% | 1.49% | 0.66% |
| 2018-09 | +0.21% | +9.61% | 0.24% | — | — | — | +3.28 | 3115.19 | 1.11% | 1.40% | 0.63% |
| 2018-08 | +0.49% | +9.38% | 0.24% | — | — | — | -20.65 | 3170.38 | 1.08% | 1.39% | 0.62% |
| 2018-07 | +0.39% | +8.85% | 0.24% | — | — | — | -27.82 | 3148.91 | 1.12% | 1.43% | 0.56% |
| 2018-06 | +0.33% | +8.42% | 0.24% | — | — | — | -45.05 | 3161.30 | 1.11% | 1.41% | 0.12% |
| 2018-05 | +0.40% | +8.07% | 0.24% | — | — | — | -5.06 | 3210.31 | 1.08% | 1.36% | 0.10% |
| 2018-04 | +0.38% | +7.64% | 0.24% | — | — | — | -22.48 | 3186.43 | 1.09% | 1.37% | 0.09% |
| 2018-03 | +0.50% | +7.23% | 0.24% | — | — | — | +29.54 | 3203.37 | 1.07% | 1.38% | 0.08% |
| 2018-02 | -0.48% | +6.70% | 0.24% | — | — | — | -13.88 | 3269.47 | 1.04% | 1.26% | 0.08% |
| 2018-01 | +0.76% | +7.21% | 0.24% | — | — | — | +4.52 | 3221.39 | 1.03% | 2.08% | 0.11% |
| 2017-12 | +0.40% | +6.40% | 0.26% | — | — | — | -147.34 | 3181.30 | 7.15% | 9.88% | 6.18% |
| 2017-11 | +0.60% | +5.98% | 0.26% | — | — | — | +16.58 | 3130.23 | 9.16% | 8.85% | 8.71% |
| 2017-10 | +0.57% | +5.35% | 0.26% | — | — | — | +37.60 | 3253.18 | 8.34% | 10.30% | 8.43% |
| 2017-09 | +0.33% | +4.75% | 0.26% | — | — | — | -18.42 | 3229.52 | 7.06% | 9.20% | 8.42% |
| 2017-08 | +0.62% | +4.41% | 0.26% | — | — | — | +18.25 | 3182.78 | 7.10% | 9.39% | 8.28% |
| 2017-07 | +0.52% | +3.76% | 0.26% | — | — | — | +47.01 | 3170.33 | 7.24% | 10.06% | 8.22% |
| 2017-06 | -0.14% | +3.22% | 0.26% | — | — | — | +42.71 | 3141.20 | 7.17% | 13.09% | 7.50% |
| 2017-05 | +0.66% | +3.37% | 0.26% | — | — | — | +18.32 | 3121.49 | 11.40% | 14.12% | 8.02% |
| 2017-04 | +0.89% | +2.69% | 0.26% | — | — | — | +18.54 | 3021.99 | 11.74% | 14.49% | 8.18% |
| 2017-03 | +0.42% | +1.79% | 0.26% | — | — | — | +42.75 | 2998.97 | 11.63% | 14.62% | 8.08% |
| 2017-02 | +0.15% | +1.36% | 0.26% | — | — | — | +23.63 | 2965.35 | 11.48% | 14.75% | 8.07% |
| 2017-01 | +0.09% | +1.21% | 0.26% | — | — | — | +43.56 | 2905.98 | 11.86% | 16.03% | 7.91% |
| 2016-12 | +0.45% | +1.12% | 0.26% | — | — | — | +55.22 | 2885.77 | 11.96% | 15.49% | 7.87% |
| 2016-11 | -0.35% | +0.66% | 0.26% | — | — | — | +32.58 | 2830.39 | 10.76% | 13.61% | 7.76% |
| 2016-10 | +0.09% | +1.02% | 0.26% | — | — | — | +17.34 | 2770.56 | 10.40% | 13.42% | 7.89% |
| 2016-09 | -0.44% | +0.93% | 0.26% | — | — | — | +189.25 | 2753.13 | 10.50% | 12.87% | 7.79% |
| 2016-08 | -0.01% | +1.37% | 0.26% | — | — | — | +23.90 | 2748.54 | 9.70% | 10.62% | 7.84% |
| 2016-07 | +1.06% | +1.38% | 0.26% | — | — | — | +24.73 | 2561.07 | 10.31% | 11.35% | 8.41% |
| 2016-06 | +0.32% | +0.32% | 0.26% | — | — | — | +123.10 | 2500.79 | 10.88% | 10.86% | 8.23% |
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.