חודשים בטווח
125
כלל פנסיה משלימה לבני 50 עד 60
נתונים היסטוריים מלאים עבור כלל פנסיה משלימה לבני 50 עד 60, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9634 | שם קרן: כלל פנסיה משלימה לבני 50 עד 60 | 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 לבני 50 עד 60 ישירות למייל.
תשואה חודשית אחרונה
+2.45%
תשואה מצטברת מההתחלה
+103.85%
| 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 | +2.45% | +103.85% | 0.19% | +0.12% | 1.15 | 6.06% | +26.00 | 1217.28 | 50.11% | 36.05% | 19.26% |
| 2026-04 | +4.27% | +98.98% | 0.19% | -0.48% | 1.08 | 6.03% | +18.32 | 1161.85 | 50.26% | 36.21% | 19.27% |
| 2026-03 | -2.35% | +90.83% | 0.19% | -0.60% | 0.94 | 5.79% | +26.43 | 1094.87 | 49.64% | 37.24% | 18.80% |
| 2026-02 | +0.98% | +95.42% | 0.19% | -0.60% | 1.21 | 5.65% | +25.50 | 1099.59 | 49.26% | 36.79% | 19.23% |
| 2026-01 | +2.54% | +93.53% | 0.19% | -0.36% | 1.19 | 5.65% | +20.03 | 1062.62 | 48.69% | 36.02% | 19.24% |
| 2025-12 | +1.05% | +88.73% | 0.23% | -0.36% | 1.10 | 5.58% | +13.04 | 1013.58 | 50.29% | 38.67% | 18.54% |
| 2025-11 | +1.20% | +86.77% | 0.23% | -0.24% | 1.11 | 5.65% | +19.59 | 991.56 | 49.24% | 37.99% | 20.11% |
| 2025-10 | +1.55% | +84.56% | 0.23% | -0.24% | 1.13 | 6.03% | +20.59 | 959.62 | 47.81% | 36.52% | 20.30% |
| 2025-09 | +2.19% | +81.74% | 0.23% | -0.48% | 1.07 | 6.03% | +15.35 | 924.29 | 47.92% | 37.71% | 21.18% |
| 2025-08 | +0.95% | +77.84% | 0.23% | -0.36% | 0.94 | 6.06% | +16.41 | 889.65 | 45.63% | 36.99% | 21.20% |
| 2025-07 | +0.83% | +76.17% | 0.23% | -0.36% | 0.96 | 6.13% | +21.32 | 865.18 | 46.31% | 38.44% | 19.96% |
| 2025-06 | +3.66% | +74.72% | 0.23% | -0.36% | 0.98 | 6.17% | +21.23 | 835.89 | 46.49% | 38.85% | 20.70% |
| 2025-05 | +2.27% | +68.55% | 0.23% | +0.36% | 0.82 | 6.03% | +9.11 | 787.70 | 46.54% | 41.87% | 21.85% |
| 2025-04 | +0.82% | +64.81% | 0.23% | +0.36% | 0.74 | 5.99% | +15.14 | 759.38 | 43.65% | 41.41% | 23.15% |
| 2025-03 | -1.63% | +63.47% | 0.23% | +0.60% | 0.79 | 6.30% | +12.20 | 737.24 | 45.59% | 39.85% | 22.01% |
| 2025-02 | +0.50% | +66.18% | 0.23% | +0.24% | 0.67 | 7.72% | +8.95 | 738.06 | 45.42% | 37.11% | 22.06% |
| 2025-01 | +1.30% | +65.35% | 0.23% | +0.60% | 0.63 | 7.79% | +7.36 | 725.01 | 45.61% | 38.52% | 22.28% |
| 2024-12 | +0.68% | +63.23% | 0.27% | +0.48% | 0.59 | 7.79% | +8.50 | 710.42 | 46.21% | 37.97% | 22.19% |
| 2024-11 | +2.09% | +62.13% | 0.27% | +0.72% | 0.59 | 7.79% | +8.22 | 696.86 | 47.53% | 40.05% | 23.67% |
| 2024-10 | +0.49% | +58.81% | 0.27% | +0.60% | 0.53 | 7.76% | +7.64 | 673.61 | 45.27% | 37.53% | 23.72% |
| 2024-09 | +1.41% | +58.03% | 0.27% | +0.60% | 0.55 | 7.79% | +19.83 | 663.12 | 45.91% | 37.88% | 25.80% |
| 2024-08 | +1.37% | +55.84% | 0.27% | — | 0.47 | 7.79% | +10.88 | 634.18 | 45.45% | 37.12% | 24.66% |
| 2024-07 | +1.45% | +53.73% | 0.27% | +0.60% | 0.47 | 7.79% | +14.96 | 613.75 | 44.91% | 38.68% | 24.12% |
| 2024-06 | +0.60% | +51.53% | 0.27% | +0.72% | 0.43 | 7.76% | +8.40 | 590.07 | 44.75% | 40.47% | 25.19% |
| 2024-05 | +0.82% | +50.63% | 0.27% | +0.60% | 0.45 | 7.79% | +9.56 | 580.01 | 45.43% | 39.20% | 24.74% |
| 2024-04 | -1.54% | +49.41% | 0.27% | +0.60% | 0.42 | 7.83% | +12.94 | 565.21 | 42.82% | 36.92% | 24.44% |
| 2024-03 | +2.33% | +51.74% | 0.27% | +0.48% | 0.54 | 7.79% | +13.04 | 562.33 | 44.55% | 36.84% | 25.30% |
| 2024-02 | +2.28% | +48.29% | 0.27% | +0.60% | 0.47 | 7.76% | +11.17 | 534.42 | 44.47% | 37.29% | 24.56% |
| 2024-01 | +0.04% | +44.98% | 0.27% | +0.60% | 0.41 | 7.72% | +14.80 | 511.64 | 42.90% | 36.26% | 24.76% |
| 2023-12 | +2.73% | +44.92% | 0.32% | +0.60% | 0.46 | 7.79% | +9.97 | 496.90 | 41.67% | 37.34% | 25.66% |
| 2023-11 | +3.51% | +41.07% | 0.32% | +0.60% | 0.32 | 7.86% | +11.74 | 474.43 | 42.15% | 39.20% | 25.91% |
| 2023-10 | -3.05% | +36.29% | 0.32% | +0.60% | 0.19 | 7.72% | +13.85 | 446.51 | 39.78% | 39.68% | 26.13% |
| 2023-09 | -1.28% | +40.58% | 0.32% | +0.36% | 0.34 | 7.66% | +9.32 | 448.08 | 38.64% | 35.58% | 24.61% |
| 2023-08 | -0.42% | +42.40% | 0.32% | +0.36% | 0.43 | 7.62% | +15.49 | 443.85 | 40.64% | 38.05% | 25.29% |
| 2023-07 | +1.96% | +43.00% | 0.32% | +0.36% | 0.48 | 7.62% | +10.70 | 429.73 | 40.92% | 38.53% | 25.51% |
| 2023-06 | +1.74% | +40.25% | 0.32% | +0.36% | 0.43 | 7.59% | +11.05 | 411.25 | 41.59% | 38.73% | 24.90% |
| 2023-05 | +0.60% | +37.85% | 0.32% | +0.24% | 0.37 | 7.55% | +13.58 | 393.81 | 39.72% | 35.38% | 23.42% |
| 2023-04 | +1.13% | +37.03% | 0.32% | +0.24% | 0.37 | 7.55% | +7.94 | 376.78 | 38.46% | 34.67% | 23.75% |
| 2023-03 | +0.78% | +35.50% | 0.32% | +0.12% | 0.35 | 7.55% | +13.25 | 365.86 | 37.11% | 35.18% | 23.80% |
| 2023-02 | -1.87% | +34.45% | 0.32% | +0.24% | 0.32 | 7.55% | +12.26 | 348.88 | 36.18% | 34.32% | 24.11% |
| 2023-01 | +2.15% | +37.01% | 0.32% | +0.24% | 0.41 | 7.55% | +12.72 | 343.84 | 39.14% | 34.14% | 23.06% |
| 2022-12 | -1.70% | +34.13% | 0.36% | +0.24% | 0.35 | 7.52% | +9.89 | 323.84 | 38.09% | 31.69% | 20.95% |
| 2022-11 | +0.82% | +36.45% | 0.36% | +0.24% | 0.46 | 7.45% | +6.36 | 318.46 | 38.41% | 31.46% | 21.75% |
| 2022-10 | +1.87% | +35.34% | 0.36% | +0.12% | 0.45 | 7.45% | +9.26 | 310.19 | 38.45% | 30.79% | 20.47% |
| 2022-09 | -3.86% | +32.85% | 0.36% | +0.12% | 0.39 | 7.45% | +12.21 | 295.36 | 39.70% | 30.85% | 18.78% |
| 2022-08 | -0.91% | +38.19% | 0.36% | +0.24% | 0.61 | 7.17% | +12.31 | 294.27 | 39.57% | 29.76% | 19.24% |
| 2022-07 | +2.82% | +39.46% | 0.36% | +0.12% | 0.68 | 7.17% | +12.15 | 285.17 | 41.07% | 31.37% | 20.52% |
| 2022-06 | -2.06% | +35.63% | 0.36% | +0.00% | 0.58 | 7.10% | +7.59 | 265.30 | 39.68% | 30.42% | 17.83% |
| 2022-05 | -2.45% | +38.48% | 0.36% | +0.36% | 0.69 | 7.00% | +6.34 | 263.11 | 42.67% | 32.79% | 18.92% |
| 2022-04 | -1.62% | +41.96% | 0.36% | +0.12% | 0.85 | 6.89% | +10.02 | 263.56 | 43.76% | 29.83% | 17.64% |
| 2022-03 | +0.39% | +44.30% | 0.36% | +0.24% | 0.96 | 6.82% | +7.24 | 257.47 | 44.62% | 30.32% | 18.43% |
| 2022-02 | -0.49% | +43.74% | 0.36% | +0.36% | 0.96 | 6.82% | +6.21 | 249.65 | 46.44% | 32.75% | 16.10% |
| 2022-01 | -1.60% | +44.45% | 0.36% | +0.36% | 1.00 | 6.82% | +6.62 | 246.37 | 46.32% | 31.97% | 15.65% |
| 2021-12 | +1.69% | +46.80% | 0.40% | +0.60% | 1.11 | 6.75% | +6.94 | 240.97 | 46.43% | 31.05% | 16.06% |
| 2021-11 | -0.23% | +44.36% | 0.40% | +0.48% | 1.06 | 6.72% | +4.50 | 230.66 | 45.60% | 31.39% | 16.47% |
| 2021-10 | +2.50% | +44.69% | 0.40% | +0.60% | 1.08 | 6.72% | +6.09 | 226.72 | 48.40% | 32.61% | 18.79% |
| 2021-09 | -0.55% | +41.16% | 0.40% | +0.48% | 0.98 | 6.69% | +5.29 | 215.69 | 44.19% | 28.60% | 18.80% |
| 2021-08 | +1.76% | +41.94% | 0.40% | +0.72% | 1.01 | 6.69% | +7.74 | 211.10 | 44.60% | 29.91% | 19.19% |
| 2021-07 | -0.35% | +39.49% | 0.40% | +0.84% | 0.94 | 6.65% | +9.37 | 199.82 | 45.43% | 32.07% | 19.84% |
| 2021-06 | +0.24% | +39.98% | 0.40% | +0.84% | 1.00 | 6.65% | +6.65 | 191.04 | 46.90% | 34.98% | 20.74% |
| 2021-05 | +1.79% | +39.64% | 0.40% | +0.84% | 0.98 | 6.69% | +0.20 | 183.02 | 47.67% | 34.95% | 21.22% |
| 2021-04 | +1.53% | +37.19% | 0.40% | +0.84% | 0.93 | 6.65% | +4.10 | 180.80 | 46.05% | 34.17% | 21.62% |
| 2021-03 | +1.34% | +35.12% | 0.40% | +0.60% | 0.87 | 6.65% | +4.23 | 174.36 | 46.31% | 35.27% | 21.37% |
| 2021-02 | +0.90% | +33.33% | 0.40% | +0.84% | 0.84 | 6.65% | +2.72 | 167.79 | 43.60% | 34.47% | 22.02% |
| 2021-01 | +1.29% | +32.14% | 0.40% | +0.24% | 0.79 | 6.69% | +2.98 | 163.38 | 43.05% | 33.63% | 22.49% |
| 2020-12 | +2.53% | +30.46% | 0.41% | +0.72% | 0.76 | 6.72% | +10.22 | 158.13 | 43.33% | 31.63% | 21.22% |
| 2020-11 | +5.39% | +27.24% | 0.41% | — | — | — | +1.33 | 144.44 | 42.06% | 32.95% | 21.82% |
| 2020-10 | +0.20% | +20.73% | 0.41% | — | — | — | +2.58 | 135.55 | 37.93% | 31.66% | 21.41% |
| 2020-09 | -1.54% | +20.49% | 0.41% | — | — | — | +1.53 | 133.05 | 37.42% | 32.23% | 21.77% |
| 2020-08 | +2.57% | +22.38% | 0.41% | — | — | — | +2.43 | 133.42 | 38.05% | 32.09% | 20.97% |
| 2020-07 | +2.34% | +19.31% | 0.41% | — | — | — | +2.84 | 127.45 | 36.57% | 32.49% | 20.98% |
| 2020-06 | -0.38% | +16.58% | 0.41% | — | — | — | +3.03 | 122.10 | 35.39% | 33.55% | 20.87% |
| 2020-05 | +1.34% | +17.03% | 0.41% | — | — | — | -0.32 | 119.32 | 36.22% | 33.25% | 21.61% |
| 2020-04 | +5.02% | +15.48% | 0.41% | — | — | — | +1.21 | 118.02 | 35.77% | 31.94% | 20.45% |
| 2020-03 | -9.48% | +9.96% | 0.41% | — | — | — | +1.49 | 111.24 | 36.08% | 31.50% | 19.80% |
| 2020-02 | -2.07% | +21.47% | 0.41% | — | — | — | +3.83 | 121.28 | 35.80% | 28.16% | 17.18% |
| 2020-01 | -0.07% | +24.04% | 0.41% | — | — | — | +1.66 | 119.94 | 36.66% | 28.95% | 18.55% |
| 2019-12 | +1.03% | +24.13% | 0.43% | — | — | — | +2.24 | 118.68 | 36.43% | 32.55% | 18.24% |
| 2019-11 | +0.71% | +22.86% | 0.43% | — | — | — | +1.39 | 115.00 | 38.71% | 33.95% | 18.14% |
| 2019-10 | +1.54% | +22.00% | 0.43% | — | — | — | +0.87 | 112.73 | 37.77% | 33.03% | 18.28% |
| 2019-09 | +0.86% | +20.15% | 0.43% | — | — | — | +2.34 | 110.24 | 35.80% | 31.54% | 17.91% |
| 2019-08 | -0.30% | +19.12% | 0.43% | — | — | — | +1.80 | 106.96 | 33.57% | 30.96% | 17.98% |
| 2019-07 | +0.82% | +19.48% | 0.43% | — | — | — | +2.56 | 105.40 | 34.78% | 31.45% | 18.68% |
| 2019-06 | +1.99% | +18.51% | 0.43% | — | — | — | +3.77 | 101.95 | 35.40% | 28.49% | 19.32% |
| 2019-05 | -1.27% | +16.20% | 0.43% | — | — | — | +1.18 | 96.45 | 31.30% | 25.41% | 19.16% |
| 2019-04 | +1.62% | +17.69% | 0.43% | — | — | — | +3.22 | 96.34 | 37.47% | 30.80% | 20.47% |
| 2019-03 | +0.92% | +15.82% | 0.43% | — | — | — | +0.22 | 91.51 | 35.52% | 29.65% | 20.80% |
| 2019-02 | +1.32% | +14.76% | 0.43% | — | — | — | +1.07 | 90.66 | 36.75% | 28.77% | 20.66% |
| 2019-01 | +2.83% | +13.27% | 0.43% | — | — | — | +3.43 | 88.32 | 35.08% | 28.15% | 20.60% |
| 2018-12 | -2.75% | +10.15% | 0.48% | — | — | — | +2.02 | 82.75 | 35.37% | 27.66% | 20.06% |
| 2018-11 | +0.34% | +13.26% | 0.48% | — | — | — | +2.12 | 82.75 | 35.43% | 27.32% | 21.34% |
| 2018-10 | -2.05% | +12.88% | 0.48% | — | — | — | +0.39 | 80.38 | 34.77% | 27.43% | 15.81% |
| 2018-09 | +0.17% | +15.24% | 0.48% | — | — | — | +2.19 | 81.71 | 33.50% | 24.84% | 15.75% |
| 2018-08 | +1.05% | +15.05% | 0.48% | — | — | — | +2.65 | 79.26 | 32.88% | 24.15% | 15.87% |
| 2018-07 | +1.15% | +13.85% | 0.48% | — | — | — | +2.26 | 75.84 | 34.27% | 26.61% | 16.73% |
| 2018-06 | -0.04% | +12.56% | 0.48% | — | — | — | +0.95 | 72.86 | 34.44% | 26.24% | 15.72% |
| 2018-05 | +0.29% | +12.60% | 0.48% | — | — | — | +0.56 | 71.87 | 32.91% | 25.63% | 15.22% |
| 2018-04 | +0.69% | +12.28% | 0.48% | — | — | — | +0.32 | 71.31 | 32.46% | 25.42% | 15.71% |
| 2018-03 | -0.48% | +11.51% | 0.48% | — | — | — | +1.49 | 70.53 | 31.43% | 24.34% | 15.31% |
| 2018-02 | -1.45% | +12.04% | 0.48% | — | — | — | +0.42 | 68.50 | 34.73% | 24.28% | 15.28% |
| 2018-01 | +1.41% | +13.69% | 0.48% | — | — | — | +7.05 | 69.61 | 32.38% | 25.28% | 13.98% |
| 2017-12 | +0.70% | +12.11% | 0.44% | — | — | — | +1.28 | 62.46 | 33.99% | 27.19% | 14.39% |
| 2017-11 | +0.91% | +11.33% | 0.44% | — | — | — | +0.65 | 60.13 | 37.72% | 28.21% | 14.24% |
| 2017-10 | +0.96% | +10.33% | 0.44% | — | — | — | +5.75 | 58.95 | 34.10% | 27.72% | 12.91% |
| 2017-09 | +0.51% | +9.28% | 0.44% | — | — | — | +6.34 | 52.97 | 34.25% | 23.64% | 12.78% |
| 2017-08 | +0.43% | +8.72% | 0.44% | — | — | — | +4.33 | 46.02 | 34.49% | 26.18% | 13.91% |
| 2017-07 | +1.24% | +8.26% | 0.44% | — | — | — | +2.08 | 41.79 | 33.81% | 25.56% | 14.55% |
| 2017-06 | -0.72% | +6.93% | 0.44% | — | — | — | +0.33 | 39.53 | 32.08% | 23.63% | 12.75% |
| 2017-05 | +1.09% | +7.71% | 0.44% | — | — | — | +7.93 | 38.82 | 32.38% | 24.09% | 13.32% |
| 2017-04 | +0.97% | +6.55% | 0.44% | — | — | — | +1.96 | 30.49 | 33.19% | 25.71% | 14.40% |
| 2017-03 | +0.49% | +5.52% | 0.44% | — | — | — | +3.13 | 28.59 | 33.30% | 22.67% | 15.04% |
| 2017-02 | +0.44% | +5.01% | 0.44% | — | — | — | +4.90 | 25.23 | 34.64% | 21.80% | 12.37% |
| 2017-01 | +0.39% | +4.55% | 0.44% | — | — | — | +3.73 | 20.08 | 32.22% | 22.26% | 12.25% |
| 2016-12 | +0.76% | +4.14% | 0.54% | — | — | — | +4.50 | 16.43 | 30.49% | 20.75% | 12.29% |
| 2016-11 | +0.05% | +3.36% | 0.54% | — | — | — | +2.14 | 11.80 | 30.93% | 23.39% | 12.88% |
| 2016-10 | -0.16% | +3.31% | 0.54% | — | — | — | +2.19 | 9.55 | 28.59% | 20.52% | 11.73% |
| 2016-09 | -0.49% | +3.47% | 0.54% | — | — | — | +1.49 | 7.38 | 32.93% | 22.49% | 12.60% |
| 2016-08 | -0.11% | +3.98% | 0.54% | — | — | — | +1.11 | 5.91 | 33.67% | 23.01% | 14.72% |
| 2016-07 | +1.81% | +4.10% | 0.54% | — | — | — | +0.97 | 4.84 | 31.40% | 21.49% | 11.98% |
| 2016-06 | -0.70% | +2.24% | 0.54% | — | — | — | +2.52 | 3.88 | 26.80% | 19.33% | 6.70% |
| 2016-05 | +0.68% | +2.97% | 0.54% | — | — | — | — | 1.48 | — | — | — |
| 2016-04 | +0.53% | +2.27% | 0.54% | — | — | — | — | 0.83 | — | — | — |
| 2016-03 | +1.09% | +1.73% | 0.54% | — | — | — | — | 0.61 | — | — | — |
| 2016-02 | -1.32% | +0.63% | 0.54% | — | — | — | — | 0.17 | — | — | — |
| 2016-01 | +1.98% | +1.98% | 0.54% | — | — | — | — | 0.10 | — | — | — |
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.