נתונים היסטוריים · פנסיה

כלל פנסיה משלימה - כללי

נתונים היסטוריים מלאים עבור כלל פנסיה משלימה - כללי, 165 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2176 | שם קרן: כלל פנסיה משלימה - כללי | 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 מדדים
חודשים בטווח 165
תשואה חודשית אחרונה +2.29%
תשואה מצטברת מההתחלה +161.43%
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 +2.29% +161.43% 0.19% +0.00% 1.18 6.13% -25.79 1860.84 52.26% 47.53% 18.99%
2026-04 +4.36% +155.58% 0.19% -0.48% 1.11 6.10% +0.80 1845.61 51.97% 47.59% 19.12%
2026-03 -2.30% +144.90% 0.19% -0.60% 0.97 5.89% -15.26 1762.32 52.04% 50.80% 18.83%
2026-02 +1.19% +150.67% 0.19% -0.60% 1.24 5.75% +0.10 1824.10 51.61% 49.08% 19.46%
2026-01 +2.60% +147.72% 0.19% -0.36% 1.21 5.75% -16.37 1806.67 51.10% 47.52% 19.21%
2025-12 +1.38% +141.44% 0.23% -0.36% 1.13 5.68% -11.88 1778.56 51.73% 49.83% 19.06%
2025-11 +1.37% +138.15% 0.23% -0.24% 1.11 5.75% -18.16 1768.19 51.50% 49.85% 20.27%
2025-10 +1.47% +134.94% 0.23% -0.24% 1.12 6.17% -19.50 1755.01 50.81% 49.42% 20.35%
2025-09 +2.09% +131.53% 0.23% -0.48% 1.07 6.17% -5.71 1751.47 51.06% 50.25% 21.02%
2025-08 +1.02% +126.79% 0.23% -0.36% 0.95 6.20% -2.82 1723.93 49.03% 49.17% 21.26%
2025-07 +0.89% +124.50% 0.23% -0.36% 0.96 6.27% -12.55 1710.61 49.76% 50.54% 20.22%
2025-06 +3.75% +122.52% 0.23% -0.36% 0.97 6.30% -12.16 1711.53 49.45% 49.52% 20.96%
2025-05 +2.39% +114.48% 0.23% +0.36% 0.82 6.17% -3.49 1656.18 49.35% 52.72% 22.07%
2025-04 +0.88% +109.47% 0.23% +0.48% 0.74 6.13% -8.73 1625.97 47.69% 54.74% 23.12%
2025-03 -1.44% +107.65% 0.23% +0.60% 0.78 6.41% -16.80 1619.73 48.15% 52.62% 22.25%
2025-02 +0.52% +110.68% 0.23% +0.24% 0.65 7.83% -13.94 1659.30 47.97% 49.88% 22.44%
2025-01 +1.28% +109.59% 0.23% +0.72% 0.61 7.93% -8.83 1659.72 48.48% 51.06% 22.74%
2024-12 +0.57% +106.94% 0.27% +0.48% 0.57 7.93% -10.11 1650.87 48.89% 50.71% 22.41%
2024-11 +2.21% +105.77% 0.27% +0.84% 0.58 7.93% -33.43 1645.67 49.71% 53.13% 23.77%
2024-10 +0.47% +101.32% 0.27% +0.72% 0.52 7.90% -1.47 1654.58 47.10% 50.51% 23.89%
2024-09 +1.40% +100.38% 0.27% +0.60% 0.54 7.90% -16.62 1643.61 47.74% 50.98% 25.84%
2024-08 +1.35% +97.61% 0.27% 0.46 7.90% -4.02 1637.60 47.94% 51.90% 24.78%
2024-07 +1.50% +94.98% 0.27% +0.60% 0.46 7.90% -14.24 1620.73 46.96% 54.30% 24.57%
2024-06 +0.55% +92.10% 0.27% +0.84% 0.42 7.90% -7.65 1613.56 46.43% 54.81% 25.28%
2024-05 +0.97% +91.05% 0.27% +0.72% 0.45 7.93% -19.22 1616.74 46.68% 52.59% 25.17%
2024-04 -1.56% +89.21% 0.27% +0.60% 0.40 7.97% -15.71 1620.58 45.51% 51.85% 24.73%
2024-03 +2.30% +92.21% 0.27% +0.60% 0.52 7.93% -11.39 1662.02 46.23% 51.12% 25.41%
2024-02 +2.23% +87.89% 0.27% +0.60% 0.46 7.90% -4.10 1638.56 46.21% 49.74% 24.70%
2024-01 -0.22% +83.79% 0.27% +0.72% 0.39 7.86% -17.51 1602.25 45.00% 48.72% 24.84%
2023-12 +2.58% +84.19% 0.32% +0.72% 0.46 7.93% -3.25 1619.90 43.28% 49.56% 25.57%
2023-11 +3.01% +79.56% 0.32% +0.96% 0.33 8.00% -2.61 1584.05 43.53% 52.27% 25.86%
2023-10 -3.06% +74.31% 0.32% +0.96% 0.23 7.93% -13.71 1539.26 41.87% 54.50% 26.11%
2023-09 -1.35% +79.82% 0.32% +0.72% 0.37 7.86% +5.93 1598.47 40.57% 49.42% 25.04%
2023-08 -0.46% +82.28% 0.32% +0.72% 0.46 7.79% -12.01 1621.61 42.31% 51.58% 25.64%
2023-07 +1.95% +83.12% 0.32% +0.72% 0.52 7.79% -0.35 1637.96 43.24% 51.70% 26.15%
2023-06 +1.76% +79.62% 0.32% +0.72% 0.47 7.79% -1.45 1607.86 43.59% 51.30% 25.30%
2023-05 +0.57% +76.51% 0.32% +0.60% 0.41 7.76% -7.65 1578.55 41.82% 49.70% 24.30%
2023-04 +0.98% +75.51% 0.32% +0.48% 0.41 7.76% +6.78 1580.62 41.12% 48.85% 24.11%
2023-03 +0.75% +73.81% 0.32% +0.48% 0.40 7.76% +0.53 1556.87 40.88% 49.76% 24.66%
2023-02 -1.89% +72.51% 0.32% +0.60% 0.38 7.76% -2.82 1548.15 38.94% 50.00% 24.48%
2023-01 +1.91% +75.84% 0.32% +0.60% 0.46 7.72% +2.60 1575.63 41.50% 47.13% 23.13%
2022-12 -1.66% +72.54% 0.36% +0.72% 0.42 7.72% +7.30 1543.35 40.00% 44.56% 21.61%
2022-11 +0.73% +75.45% 0.36% +0.72% 0.52 7.69% +5.21 1565.38 39.95% 44.14% 21.74%
2022-10 +1.77% +74.18% 0.36% +0.60% 0.52 7.69% +0.48 1547.48 40.47% 45.12% 20.73%
2022-09 -4.27% +71.15% 0.36% +0.72% 0.47 7.66% +3.23 1520.93 41.76% 46.24% 19.03%
2022-08 -1.42% +78.79% 0.36% +0.84% 0.71 7.34% +6.03 1583.20 42.09% 44.47% 20.31%
2022-07 +3.71% +81.36% 0.36% +0.84% 0.80 7.31% +4.33 1602.62 44.35% 46.79% 21.77%
2022-06 -2.36% +74.87% 0.36% +0.60% 0.68 7.17% -2.99 1542.06 42.19% 43.88% 18.27%
2022-05 -2.19% +79.10% 0.36% +1.08% 0.82 7.07% +5.92 1581.02 44.77% 45.92% 19.52%
2022-04 -1.44% +83.11% 0.36% +0.84% 0.97 6.96% +4.66 1608.21 45.47% 43.45% 18.59%
2022-03 +0.67% +85.79% 0.36% +0.96% 1.07 6.89% -1.36 1628.52 46.95% 40.31% 19.34%
2022-02 -0.30% +84.55% 0.36% +0.96% 1.06 6.89% +1.96 1621.27 48.09% 38.61% 16.45%
2022-01 -1.39% +85.11% 0.36% +0.96% 1.09 6.89% +4.55 1622.02 48.48% 38.59% 16.57%
2021-12 +1.92% +87.71% 0.40% +1.20% 1.19 6.82% +3.82 1640.86 47.57% 37.55% 16.54%
2021-11 +0.12% +84.18% 0.40% +1.08% 1.13 6.82% -3.00 1603.76 46.95% 36.52% 17.07%
2021-10 +2.47% +83.96% 0.40% +1.08% 1.14 6.82% +2.00 1605.42 50.02% 39.23% 19.14%
2021-09 -0.50% +79.52% 0.40% +1.08% 1.04 6.75% +1.94 1567.72 46.21% 36.70% 19.76%
2021-08 +1.74% +80.43% 0.40% +1.32% 1.07 6.75% -8.38 1569.95 46.90% 38.15% 20.78%
2021-07 -0.14% +77.34% 0.40% +1.44% 1.01 6.75% +1.13 1551.41 47.54% 39.35% 21.10%
2021-06 +0.25% +77.59% 0.40% +1.44% 1.05 6.79% -0.91 1553.07 49.46% 41.87% 21.32%
2021-05 +1.76% +77.15% 0.40% +1.44% 1.04 6.79% +13.61 1538.93 49.40% 40.55% 21.49%
2021-04 +1.50% +74.08% 0.40% +1.44% 0.99 6.75% +2.34 1508.25 48.08% 40.04% 22.60%
2021-03 +1.65% +71.51% 0.40% +1.32% 0.94 6.75% +4.69 1484.08 48.79% 40.55% 22.08%
2021-02 +1.09% +68.73% 0.40% +1.44% 0.89 6.75% +0.44 1459.03 45.62% 39.52% 22.38%
2021-01 +1.35% +66.91% 0.40% +0.84% 0.84 6.75% -1.33 1441.58 45.21% 40.03% 22.46%
2020-12 +2.62% +64.68% 0.41% +0.84% 0.77 6.82% -18.87 1425.78 45.39% 39.24% 22.39%
2020-11 +5.63% +60.48% 0.41% +0.48% 0.65 6.79% +3.11 1408.54 44.90% 39.42% 22.38%
2020-10 +0.04% +51.92% 0.41% +0.36% 0.45 6.37% +1.69 1332.86 40.45% 38.46% 21.92%
2020-09 -1.60% +51.86% 0.41% +0.36% 0.49 6.44% +6.17 1326.34 39.84% 38.83% 22.44%
2020-08 +2.59% +54.33% 0.41% +0.36% 0.54 6.51% -0.53 1341.32 41.30% 38.19% 21.57%
2020-07 +2.21% +50.44% 0.41% +0.24% 0.41 6.48% +6.40 1308.75 39.62% 37.93% 21.92%
2020-06 -0.09% +47.18% 0.41% +0.12% 0.34 6.44% +3.71 1276.77 38.06% 38.85% 21.69%
2020-05 +1.52% +47.32% 0.41% +0.00% 0.30 6.62% +3.75 1272.46 38.27% 37.23% 22.09%
2020-04 +4.97% +45.11% 0.41% -0.24% 0.24 6.62% +0.35 1249.75 37.96% 36.34% 21.00%
2020-03 -9.56% +38.24% 0.41% +0.00% 0.04 6.24% +2.73 1188.69 38.66% 35.57% 20.10%
2020-02 -2.06% +52.85% 0.41% +0.48% 0.84 4.43% +4.03 1310.65 38.44% 32.04% 17.88%
2020-01 -0.11% +56.07% 0.41% +0.48% 1.13 4.54% +4.21 1335.06 40.00% 33.87% 19.14%
2019-12 +1.12% +56.24% 0.43% +0.60% 1.17 4.54% +4.59 1333.79 40.67% 35.49% 18.85%
2019-11 +0.80% +54.51% 0.43% +0.24% 1.05 4.61% +5.50 1313.73 42.13% 37.03% 18.51%
2019-10 +1.60% +53.28% 0.43% +0.24% 1.03 4.64% +0.02 1298.42 40.94% 35.19% 18.82%
2019-09 +0.84% +50.87% 0.43% +0.24% 0.94 4.61% +6.11 1277.08 39.04% 33.85% 18.34%
2019-08 -0.30% +49.61% 0.43% +0.24% 0.89 4.57% +5.24 1260.37 35.92% 32.64% 18.10%
2019-07 +0.81% +50.06% 0.43% +0.24% 0.97 4.64% +8.03 1257.84 37.85% 33.44% 18.70%
2019-06 +2.07% +48.86% 0.43% +0.12% 0.91 4.64% +2.67 1243.17 37.99% 33.22% 19.88%
2019-05 -1.40% +45.84% 0.43% +0.12% 0.78 4.57% +9.56 1210.96 34.36% 30.21% 19.28%
2019-04 +1.67% +47.91% 0.43% +0.24% 0.95 4.54% +4.23 1219.58 40.76% 37.03% 22.14%
2019-03 +0.95% +45.48% 0.43% +0.12% 0.84 4.50% +2.29 1195.66 39.33% 35.31% 22.01%
2019-02 +1.25% +44.11% 0.43% +0.12% 0.80 4.50% +9.59 1178.22 39.39% 33.92% 21.74%
2019-01 +3.02% +42.33% 0.43% +0.12% 0.75 4.54% +9.02 1158.36 38.67% 34.19% 21.48%
2018-12 -2.76% +38.16% 0.48% +0.00% 0.55 4.40% +7.57 1115.97 38.00% 35.52% 20.42%
2018-11 +0.39% +42.08% 0.48% +0.24% 0.86 4.16% +0.68 1139.26 39.15% 34.06% 22.41%
2018-10 -2.15% +41.53% 0.48% +0.12% 0.87 4.23% +3.64 1133.90 38.91% 34.58% 20.86%
2018-09 +0.25% +44.64% 0.48% +0.36% 1.18 4.12% +8.33 1153.91 37.96% 32.75% 21.37%
2018-08 +0.87% +44.28% 0.48% +0.36% 1.23 4.23% +4.20 1144.21 37.05% 31.60% 21.29%
2018-07 +1.29% +43.03% 0.48% +0.36% 1.13 4.30% +5.71 1128.86 38.79% 33.91% 21.81%
2018-06 +0.06% +41.21% 0.48% +0.48% 1.08 4.33% -1.60 1110.22 38.43% 32.97% 20.67%
2018-05 +0.27% +41.13% 0.48% +0.60% 1.03 4.43% +6.30 1110.38 37.10% 32.44% 19.55%
2018-04 +0.74% +40.75% 0.48% +0.60% 1.04 4.43% +5.42 1097.87 38.19% 34.77% 19.45%
2018-03 -0.45% +39.71% 0.48% +0.72% 1.02 4.47% +9.38 1087.52 36.08% 29.85% 18.95%
2018-02 -1.44% +40.34% 0.48% +0.72% 1.09 4.43% +17.92 1075.23 38.15% 28.69% 19.31%
2018-01 +1.79% +42.39% 0.48% +0.72% 1.28 4.36% -14.44 1094.67 36.75% 29.27% 19.70%
2017-12 +0.70% +39.89% 0.44% +0.60% 1.17 4.33% +13.16 1079.02 38.29% 32.45% 18.71%
2017-11 +0.81% +38.92% 0.44% +1.08% 1.16 4.33% +5.42 1064.33 40.44% 31.92% 18.66%
2017-10 +1.09% +37.80% 0.44% +1.32% 1.13 4.36% -2.58 1044.62 38.35% 33.22% 18.55%
2017-09 +0.48% +36.32% 0.44% +1.20% 1.09 4.40% -12.43 1034.37 37.05% 33.25% 18.58%
2017-08 +0.35% +35.67% 0.44% +1.20% 1.11 4.47% +4.50 1041.52 35.78% 32.40% 17.79%
2017-07 +1.40% +35.19% 0.44% +1.44% 1.10 4.47% +14.09 1035.78 35.58% 31.02% 17.78%
2017-06 -0.28% +33.33% 0.44% +1.44% 1.06 4.57% -4.28 1015.47 35.13% 29.87% 16.72%
2017-05 +1.02% +33.70% 0.44% +1.32% 1.07 4.57% -4.43 1011.76 37.67% 32.56% 17.02%
2017-04 +1.01% +32.35% 0.44% +1.32% 0.94 4.71% -5.18 1028.55 36.80% 31.56% 16.73%
2017-03 +0.40% +31.03% 0.44% +1.32% 0.90 4.75% +13.63 1005.92 36.93% 32.41% 16.90%
2017-02 +0.63% +30.50% 0.44% +1.20% 0.89 4.75% +3.81 985.28 36.72% 31.85% 16.95%
2017-01 +0.29% +29.69% 0.44% +1.08% 0.86 4.75% +5.37 978.28 36.91% 34.45% 16.15%
2016-12 +0.93% +29.31% 0.54% +1.32% 0.89 4.82% +6.63 977.55 35.77% 31.45% 15.63%
2016-11 +0.06% +28.12% 0.54% +1.32% 0.86 4.82% +10.59 950.30 32.03% 27.98% 15.39%
2016-10 +0.07% +28.04% 0.54% +1.32% 0.82 4.92% +6.51 943.34 29.55% 26.43% 14.83%
2016-09 -0.60% +27.95% 0.54% +1.20% 0.87 4.99% +9.59 934.64 30.04% 26.14% 14.79%
2016-08 -0.04% +28.73% 0.54% +1.08% 0.88 5.06% +15.93 928.09 33.36% 27.71% 14.25%
2016-07 +1.94% +28.78% 0.54% +0.96% 0.84 5.16% +31.16 923.13 33.19% 28.31% 14.32%
2016-06 -0.47% +26.33% 0.54% +0.96% 0.73 5.13% +16.59 889.98 34.03% 27.46% 13.78%
2016-05 +0.75% +26.92% 0.54% +0.96% 0.74 5.16% 861.02
2016-04 +0.67% +25.98% 0.54% +0.96% 0.70 5.16% 856.73
2016-03 +1.00% +25.14% 0.54% +1.08% 0.66 5.16% 847.30
2016-02 -0.84% +23.90% 0.54% +1.08% 0.58 5.20% 825.95
2016-01 -1.76% +24.95% 0.54% +1.20% 0.64 5.16% 826.88
2015-12 -1.13% +27.19% 0.62% +1.44% 0.80 5.09% 835.28
2015-11 -0.01% +28.64% 0.62% +1.44% 0.91 5.02% 812.85
2015-10 +2.85% +28.66% 0.62% +1.20% 0.88 5.09% 795.18
2015-09 -2.19% +25.09% 0.62% +1.08% 0.78 5.13% 757.43
2015-08 -1.89% +27.89% 0.62% +0.96% 1.00 4.99% 772.53
2015-07 +1.54% +30.36% 0.62% +1.08% 1.22 4.88% 778.43
2015-06 -3.10% +28.38% 0.62% +0.96% 1.15 4.88% 749.89
2015-05 +0.36% +32.49% 0.62% +0.72% 1.56 4.57% 765.11
2015-04 +0.69% +32.01% 0.62% +0.60% 1.52 4.64% 750.65
2015-03 +0.63% +31.11% 0.62% +0.84% 1.48 4.64% 735.88
2015-02 +3.60% +30.29% 0.62% +0.72% 1.48 4.64% 724.38
2015-01 +0.73% +25.76% 0.62% +0.72% 1.34 4.47% 686.68
2014-12 -1.57% +24.85% 0.61% +0.72% 1.32 4.47% 680.79
2014-11 +1.25% +26.84% 0.61% +0.72% 1.51 4.36% 666.24
2014-10 +0.45% +25.27% 0.61% +0.60% 1.47 4.36% 639.30
2014-09 +0.14% +24.71% 0.61% +0.60% 1.48 4.40% 625.41
2014-08 +1.97% +24.54% 0.61% +0.72% 1.53 4.43% 614.11
2014-07 -0.37% +22.13% 0.61% +0.72% 1.43 4.40% 592.03
2014-06 -0.07% +22.58% 0.61% +0.60% 1.54 4.47% 580.20
2014-05 +1.40% +22.67% 0.61% +0.60% 1.62 4.61% 559.04
2014-04 -0.18% +20.98% 0.61% +0.36% 1.55 4.61% 550.16
2014-03 +1.01% +21.19% 0.61% +0.36% 1.63 4.68% 546.12
2014-02 +1.94% +19.98% 0.61% +0.48% 1.62 4.99% 548.66
2014-01 -0.48% +17.70% 0.61% +0.36% 1.54 4.95% 538.18
2013-12 -0.14% +18.27% 1.02% +0.60% 1.66 5.02% 525.90
2013-11 +1.73% +18.43% 1.02% +0.48% 1.74 5.06% 511.26
2013-10 +1.69% +16.42% 1.02% +0.60% 1.64 5.06% 497.71
2013-09 +2.77% +14.48% 1.02% +1.80% 1.33 5.79% 477.17
2013-08 -1.04% +11.40% 1.02% +1.56% 1.03 6.27% 463.13
2013-07 +2.08% +12.57% 1.02% +1.56% 1.12 6.24% 460.37
2013-06 -1.60% +10.28% 1.02% +1.44% 0.99 6.27% 437.40
2013-05 +1.28% +12.07% 1.02% +1.32% 1.12 6.20% 439.16
2013-04 +1.35% +10.65% 1.02% +1.20% 1.08 6.20% 428.16
2013-03 +0.60% +9.18% 1.02% +1.08% 1.06 6.24% 416.54
2013-02 +0.68% +8.53% 1.02% +1.08% 0.98 6.41% 415.39
2013-01 +0.66% +7.79% 1.02% +1.08% 0.99 6.41% 388.97
2012-12 +1.47% +7.09% +0.72% 0.89 6.62% 384.73
2012-11 +1.15% +5.54% 364.72
2012-10 +2.22% +4.34% 351.11
2012-09 +2.07% +2.07% 341.40

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.