חודשים בטווח
101
כלל פנסיה משלימה בסיסי למקבלי קצבה
נתונים היסטוריים מלאים עבור כלל פנסיה משלימה בסיסי למקבלי קצבה, 101 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 12251 | שם קרן: כלל פנסיה משלימה בסיסי למקבלי קצבה | סיווג קרן: קרנות כלליות | 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 משלימה בסיסי למקבלי קצבה ישירות למייל.
תשואה חודשית אחרונה
+1.97%
תשואה מצטברת מההתחלה
+70.87%
| 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 | +1.97% | +70.87% | 0.19% | -0.24% | 1.02 | 5.51% | +6.25 | 698.11 | 34.58% | 28.59% | 17.39% |
| 2026-04 | +3.19% | +67.56% | 0.19% | -0.60% | 0.95 | 5.47% | +7.52 | 679.95 | 35.32% | 29.11% | 17.49% |
| 2026-03 | -1.87% | +62.38% | 0.19% | -0.72% | 0.83 | 5.37% | -26.18 | 655.85 | 33.88% | 29.49% | 17.80% |
| 2026-02 | +0.77% | +65.48% | 0.19% | -0.72% | 1.06 | 5.27% | +12.50 | 659.64 | 36.31% | 31.26% | 18.49% |
| 2026-01 | +2.06% | +64.21% | 0.19% | -0.48% | 1.06 | 5.27% | +14.49 | 644.05 | 35.69% | 30.26% | 18.14% |
| 2025-12 | +0.86% | +60.90% | 0.23% | -0.48% | 0.99 | 5.23% | +8.69 | 627.46 | 35.54% | 29.84% | 17.23% |
| 2025-11 | +1.09% | +59.53% | 0.23% | -0.24% | 1.01 | 5.30% | +8.78 | 613.48 | 35.07% | 29.80% | 18.65% |
| 2025-10 | +1.31% | +57.81% | 0.23% | -0.36% | 1.03 | 5.75% | +2.77 | 598.66 | 35.00% | 29.30% | 18.92% |
| 2025-09 | +1.88% | +55.77% | 0.23% | -0.48% | 0.98 | 5.75% | +8.63 | 593.22 | 34.66% | 29.84% | 19.32% |
| 2025-08 | +0.92% | +52.89% | 0.23% | -0.36% | 0.86 | 5.82% | +9.02 | 573.79 | 33.69% | 29.44% | 19.30% |
| 2025-07 | +0.65% | +51.50% | 0.23% | -0.48% | 0.88 | 5.85% | +8.13 | 560.62 | 33.95% | 30.40% | 18.47% |
| 2025-06 | +3.28% | +50.52% | 0.23% | -0.36% | 0.91 | 5.92% | +4.36 | 556.71 | 33.58% | 31.49% | 18.68% |
| 2025-05 | +1.68% | +45.74% | 0.23% | +0.36% | 0.76 | 5.82% | +10.67 | 533.70 | 33.02% | 33.33% | 19.66% |
| 2025-04 | +0.80% | +43.33% | 0.23% | +0.36% | 0.71 | 5.82% | +5.05 | 516.67 | 31.24% | 32.95% | 20.51% |
| 2025-03 | -1.27% | +42.19% | 0.23% | +0.60% | 0.75 | 6.13% | -6.28 | 506.70 | 32.52% | 32.05% | 20.65% |
| 2025-02 | +0.63% | +44.02% | 0.23% | +0.24% | 0.61 | 7.52% | +11.55 | 501.44 | 33.97% | 30.39% | 20.57% |
| 2025-01 | +1.04% | +43.12% | 0.23% | +0.48% | 0.57 | 7.62% | +14.08 | 486.50 | 34.61% | 31.76% | 20.82% |
| 2024-12 | +0.71% | +41.65% | 0.27% | +0.36% | 0.54 | 7.62% | +2.68 | 471.55 | 34.50% | 30.59% | 20.69% |
| 2024-11 | +1.81% | +40.65% | 0.27% | +0.60% | 0.54 | 7.62% | +12.80 | 464.01 | 34.77% | 31.92% | 21.82% |
| 2024-10 | +0.46% | +38.15% | 0.27% | +0.48% | 0.48 | 7.59% | +4.72 | 444.79 | 33.08% | 30.13% | 22.31% |
| 2024-09 | +1.29% | +37.52% | 0.27% | +0.48% | 0.51 | 7.62% | +9.53 | 437.82 | 32.76% | 29.47% | 23.57% |
| 2024-08 | +1.31% | +35.77% | 0.27% | — | 0.43 | 7.59% | +8.56 | 422.70 | 33.69% | 30.09% | 22.43% |
| 2024-07 | +1.47% | +34.01% | 0.27% | +0.48% | 0.43 | 7.59% | +11.10 | 408.76 | 32.92% | 31.41% | 22.01% |
| 2024-06 | +0.45% | +32.07% | 0.27% | +0.60% | 0.39 | 7.59% | +3.19 | 376.00 | 34.16% | 33.68% | 22.84% |
| 2024-05 | +0.69% | +31.48% | 0.27% | +0.60% | 0.42 | 7.62% | +9.91 | 371.12 | 33.29% | 31.15% | 22.07% |
| 2024-04 | -1.33% | +30.58% | 0.27% | +0.48% | 0.39 | 7.66% | -8.95 | 359.16 | 32.23% | 30.60% | 22.28% |
| 2024-03 | +2.14% | +32.34% | 0.27% | +0.36% | 0.50 | 7.66% | +5.54 | 354.30 | 35.70% | 32.94% | 24.35% |
| 2024-02 | +1.91% | +29.56% | 0.27% | +0.48% | 0.44 | 7.62% | +8.27 | 340.04 | 35.87% | 32.88% | 22.94% |
| 2024-01 | -0.03% | +27.14% | 0.27% | +0.60% | 0.39 | 7.59% | +7.27 | 329.54 | 34.04% | 30.44% | 23.12% |
| 2023-12 | +2.65% | +27.17% | 0.32% | +0.60% | 0.45 | 7.69% | +1.29 | 319.20 | 34.70% | 32.54% | 24.42% |
| 2023-11 | +3.42% | +23.89% | 0.32% | +0.60% | 0.31 | 7.79% | +7.00 | 310.31 | 34.20% | 33.53% | 24.30% |
| 2023-10 | -2.97% | +19.79% | 0.32% | +0.48% | 0.18 | 7.66% | +4.06 | 293.63 | 32.76% | 35.96% | 24.83% |
| 2023-09 | -1.30% | +23.46% | 0.32% | +0.24% | 0.31 | 7.62% | +3.39 | 298.76 | 31.68% | 30.62% | 23.35% |
| 2023-08 | -0.33% | +25.09% | 0.32% | +0.24% | 0.41 | 7.59% | +8.52 | 298.98 | 32.92% | 32.46% | 23.64% |
| 2023-07 | +1.83% | +25.50% | 0.32% | +0.24% | 0.46 | 7.59% | +7.86 | 291.61 | 34.10% | 32.59% | 23.99% |
| 2023-06 | +1.55% | +23.25% | 0.32% | +0.24% | 0.42 | 7.55% | +9.70 | 278.41 | 34.16% | 32.88% | 23.26% |
| 2023-05 | +0.79% | +21.36% | 0.32% | +0.12% | 0.36 | 7.55% | +8.85 | 266.19 | 32.47% | 30.95% | 21.97% |
| 2023-04 | +1.08% | +20.41% | 0.32% | +0.12% | 0.35 | 7.55% | +4.56 | 254.99 | 31.96% | 30.79% | 22.50% |
| 2023-03 | +0.87% | +19.13% | 0.32% | +0.00% | 0.33 | 7.55% | -4.53 | 247.72 | 31.20% | 31.76% | 22.84% |
| 2023-02 | -2.04% | +18.10% | 0.32% | +0.12% | 0.30 | 7.55% | +4.78 | 241.21 | 32.04% | 32.23% | 23.55% |
| 2023-01 | +2.15% | +20.56% | 0.32% | +0.24% | 0.41 | 7.48% | +8.16 | 240.00 | 35.42% | 33.41% | 22.32% |
| 2022-12 | -1.80% | +18.02% | 0.36% | +0.00% | 0.33 | 7.45% | +5.51 | 227.63 | 34.33% | 31.19% | 20.41% |
| 2022-11 | +0.88% | +20.18% | 0.36% | — | — | — | +6.85 | 226.00 | 33.85% | 31.82% | 20.23% |
| 2022-10 | +1.78% | +19.14% | 0.36% | — | — | — | +4.68 | 216.76 | 34.27% | 31.97% | 19.91% |
| 2022-09 | -3.71% | +17.05% | 0.36% | — | — | — | +7.56 | 207.48 | 35.08% | 31.17% | 18.46% |
| 2022-08 | -1.16% | +21.56% | 0.36% | — | — | — | +5.28 | 207.69 | 34.29% | 29.23% | 19.01% |
| 2022-07 | +2.76% | +22.99% | 0.36% | — | — | — | +13.31 | 204.73 | 35.82% | 30.23% | 19.34% |
| 2022-06 | -1.71% | +19.69% | 0.36% | — | — | — | +1.37 | 185.49 | 33.73% | 28.80% | 17.68% |
| 2022-05 | -2.33% | +21.77% | 0.36% | — | — | — | +7.64 | 187.13 | 36.21% | 29.89% | 18.06% |
| 2022-04 | -1.48% | +24.67% | 0.36% | — | — | — | +5.17 | 183.42 | 36.27% | 28.39% | 17.50% |
| 2022-03 | +0.30% | +26.55% | 0.36% | — | — | — | +4.24 | 180.80 | 37.13% | 26.81% | 17.41% |
| 2022-02 | -0.57% | +26.17% | 0.36% | — | — | — | +10.77 | 173.59 | 40.17% | 27.39% | 15.46% |
| 2022-01 | -1.46% | +26.89% | 0.36% | — | — | — | +7.61 | 164.67 | 39.82% | 26.86% | 15.21% |
| 2021-12 | +1.37% | +28.77% | 0.40% | — | — | — | +4.81 | 158.44 | 37.35% | 25.62% | 15.39% |
| 2021-11 | -0.20% | +27.03% | 0.40% | — | — | — | +1.92 | 151.35 | 36.85% | 26.12% | 16.08% |
| 2021-10 | +2.11% | +27.28% | 0.40% | — | — | — | -1.09 | 148.70 | 38.44% | 27.81% | 18.20% |
| 2021-09 | -0.43% | +24.65% | 0.40% | — | — | — | +5.06 | 143.01 | 37.30% | 25.63% | 18.57% |
| 2021-08 | +1.60% | +25.19% | 0.40% | — | — | — | +3.81 | 142.29 | 36.99% | 25.19% | 18.72% |
| 2021-07 | -0.32% | +23.22% | 0.40% | — | — | — | +4.28 | 137.09 | 37.35% | 26.05% | 19.08% |
| 2021-06 | +0.20% | +23.62% | 0.40% | — | — | — | +6.92 | 132.65 | 39.04% | 29.20% | 19.91% |
| 2021-05 | +1.67% | +23.37% | 0.40% | — | — | — | +2.15 | 124.46 | 39.33% | 29.45% | 20.74% |
| 2021-04 | +1.38% | +21.34% | 0.40% | — | — | — | +3.89 | 121.94 | 40.00% | 29.02% | 21.26% |
| 2021-03 | +1.30% | +19.69% | 0.40% | — | — | — | -0.33 | 117.19 | 39.60% | 31.03% | 20.69% |
| 2021-02 | +0.96% | +18.16% | 0.40% | — | — | — | +1.61 | 114.10 | 38.32% | 31.34% | 21.60% |
| 2021-01 | +1.30% | +17.03% | 0.40% | — | — | — | +4.93 | 110.47 | 42.62% | 32.20% | 22.16% |
| 2020-12 | +2.57% | +15.53% | 0.41% | — | — | — | +1.63 | 105.88 | 42.11% | 31.90% | 21.10% |
| 2020-11 | +5.59% | +12.64% | 0.41% | — | — | — | +2.15 | 101.63 | 41.84% | 33.01% | 20.99% |
| 2020-10 | +0.11% | +6.67% | 0.41% | — | — | — | +1.94 | 94.09 | 38.24% | 32.59% | 20.70% |
| 2020-09 | -1.55% | +6.56% | 0.41% | — | — | — | +1.10 | 93.95 | 36.67% | 32.43% | 21.04% |
| 2020-08 | +2.55% | +8.23% | 0.41% | — | — | — | +0.61 | 95.47 | 36.48% | 32.20% | 19.96% |
| 2020-07 | +2.34% | +5.54% | 0.41% | — | — | — | +3.66 | 90.96 | 35.49% | 31.39% | 20.77% |
| 2020-06 | -0.29% | +3.13% | 0.41% | — | — | — | +1.21 | 84.97 | 34.82% | 32.89% | 19.35% |
| 2020-05 | +1.39% | +3.43% | 0.41% | — | — | — | +1.66 | 84.99 | 34.47% | 30.33% | 19.33% |
| 2020-04 | +4.93% | +2.01% | 0.41% | — | — | — | +7.29 | 82.24 | 34.19% | 29.06% | 18.49% |
| 2020-03 | -9.29% | -2.78% | 0.41% | — | — | — | +4.17 | 71.66 | 33.39% | 28.62% | 17.85% |
| 2020-02 | -2.09% | +7.17% | 0.41% | — | — | — | +2.34 | 71.54 | 35.13% | 27.69% | 16.87% |
| 2020-01 | -0.13% | +9.46% | 0.41% | — | — | — | +3.18 | 70.96 | 36.61% | 28.93% | 17.25% |
| 2019-12 | +1.08% | +9.60% | 0.43% | — | — | — | +5.60 | 66.73 | 37.91% | 32.44% | 17.70% |
| 2019-11 | +0.70% | +8.43% | 0.43% | — | — | — | +2.77 | 62.91 | 36.67% | 30.79% | 16.23% |
| 2019-10 | +1.54% | +7.68% | 0.43% | — | — | — | +6.37 | 57.38 | 37.40% | 30.59% | 15.79% |
| 2019-09 | +0.91% | +6.05% | 0.43% | — | — | — | +2.25 | 49.65 | 37.10% | 30.43% | 17.16% |
| 2019-08 | -0.28% | +5.09% | 0.43% | — | — | — | +1.04 | 47.62 | 34.06% | 29.36% | 16.93% |
| 2019-07 | +0.75% | +5.39% | 0.43% | — | — | — | +2.96 | 46.24 | 32.79% | 28.74% | 17.43% |
| 2019-06 | +2.07% | +4.60% | 0.43% | — | — | — | +1.85 | 42.91 | 33.51% | 26.12% | 18.76% |
| 2019-05 | -1.36% | +2.48% | 0.43% | — | — | — | +0.90 | 41.01 | 32.33% | 23.63% | 16.85% |
| 2019-04 | +1.62% | +3.89% | 0.43% | — | — | — | +1.17 | 39.80 | 35.95% | 27.31% | 18.72% |
| 2019-03 | +0.92% | +2.24% | 0.43% | — | — | — | +2.96 | 36.70 | 36.68% | 27.36% | 19.54% |
| 2019-02 | +1.35% | +1.30% | 0.43% | — | — | — | +1.43 | 33.17 | 39.92% | 29.36% | 20.71% |
| 2019-01 | +3.09% | -0.05% | 0.43% | — | — | — | +1.46 | 31.30 | 39.90% | 30.58% | 21.28% |
| 2018-12 | -3.15% | -3.04% | — | — | — | — | +2.98 | 28.92 | 38.42% | 32.50% | 18.46% |
| 2018-11 | +0.45% | +0.11% | — | — | — | — | +0.67 | 26.85 | 40.71% | 33.45% | 18.92% |
| 2018-10 | -2.46% | -0.34% | — | — | — | — | +2.32 | 24.81 | 43.13% | 35.83% | 18.62% |
| 2018-09 | +0.18% | +2.18% | — | — | — | — | +3.17 | 23.39 | 39.63% | 28.90% | 19.15% |
| 2018-08 | +1.10% | +1.99% | — | — | — | — | +1.18 | 20.83 | 38.98% | 28.28% | 18.34% |
| 2018-07 | +1.37% | +0.88% | — | — | — | — | +2.86 | 19.34 | 40.23% | 29.73% | 18.82% |
| 2018-06 | -0.01% | -0.48% | — | — | — | — | +6.55 | 17.16 | 25.99% | 18.88% | 11.48% |
| 2018-05 | +0.38% | -0.47% | — | — | — | — | +0.22 | 9.65 | 39.27% | 24.97% | 17.62% |
| 2018-04 | +0.77% | -0.85% | — | — | — | — | +3.31 | 9.35 | 39.57% | 25.67% | 17.65% |
| 2018-03 | -0.59% | -1.60% | — | — | — | — | +0.69 | 6.05 | 38.68% | 23.80% | 19.67% |
| 2018-02 | -1.00% | -1.02% | — | — | — | — | +3.75 | 5.26 | 39.73% | 26.05% | 19.58% |
| 2018-01 | -0.02% | -0.02% | — | — | — | — | +1.63 | 1.63 | 26.38% | 26.38% | 26.38% |
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.