חודשים בטווח
124
כלל תמר 50-60
נתונים היסטוריים מלאים עבור כלל תמר 50-60, 124 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9652 | שם קרן: כלל תמר 50-60 | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: אחר | חברה מנהלת: כלל פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מדרגות | תת התמחות: 50-60.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על כלל תמר 50-60 ישירות למייל.
תשואה חודשית אחרונה
+2.35%
תשואה מצטברת מההתחלה
+103.30%
| 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 | +2.35% | +103.30% | 0.49% | -0.24% | 1.17 | 6.01% | +187.46 | 5211.93 | 50.08% | 43.58% | 18.56% |
| 2026-04 | +4.16% | +98.63% | 0.49% | -0.72% | 1.09 | 5.98% | +135.99 | 4909.93 | 50.36% | 44.86% | 18.97% |
| 2026-03 | -2.19% | +90.70% | 0.49% | -0.84% | 0.96 | 5.79% | +86.93 | 4584.80 | 49.41% | 46.94% | 18.56% |
| 2026-02 | +0.91% | +94.97% | 0.49% | -0.84% | 1.22 | 5.66% | +140.08 | 4600.97 | 49.93% | 46.65% | 19.20% |
| 2026-01 | +2.60% | +93.21% | 0.49% | -0.60% | 1.22 | 5.67% | +78.70 | 4422.74 | 50.09% | 46.04% | 19.15% |
| 2025-12 | +1.23% | +88.32% | 0.50% | -0.60% | 1.13 | 5.60% | +59.41 | 4235.60 | 50.14% | 47.94% | 18.69% |
| 2025-11 | +1.33% | +86.03% | 0.50% | -0.48% | 1.12 | 5.67% | +27.61 | 4126.98 | 50.34% | 48.75% | 20.25% |
| 2025-10 | +1.46% | +83.59% | 0.50% | -0.48% | 1.13 | 6.04% | +36.90 | 4046.97 | 48.70% | 46.98% | 20.33% |
| 2025-09 | +2.11% | +80.94% | 0.50% | -0.60% | 1.08 | 6.03% | +51.85 | 3953.72 | 48.92% | 48.65% | 21.10% |
| 2025-08 | +1.00% | +77.20% | 0.50% | -0.48% | 0.96 | 6.08% | +34.38 | 3822.40 | 46.38% | 46.96% | 21.03% |
| 2025-07 | +0.88% | +75.45% | 0.50% | -0.48% | 0.97 | 6.13% | +13.26 | 3752.10 | 47.09% | 48.64% | 20.23% |
| 2025-06 | +3.52% | +73.92% | 0.50% | -0.48% | 0.99 | 6.18% | -37.67 | 3707.67 | 47.58% | 48.90% | 20.99% |
| 2025-05 | +2.33% | +68.01% | 0.50% | +0.24% | 0.84 | 6.06% | -7.26 | 3620.57 | 47.46% | 52.06% | 22.07% |
| 2025-04 | +0.81% | +64.18% | 0.50% | +0.36% | 0.76 | 6.03% | -19.69 | 3546.62 | 44.87% | 50.43% | 23.05% |
| 2025-03 | -1.07% | +62.86% | 0.50% | +0.48% | 0.80 | 6.32% | -13.26 | 3539.55 | 46.91% | 49.98% | 22.37% |
| 2025-02 | +0.05% | +64.62% | 0.50% | +0.12% | 0.65 | 7.78% | -20.18 | 3592.43 | 46.61% | 47.18% | 22.65% |
| 2025-01 | +1.28% | +64.54% | 0.50% | +0.60% | 0.63 | 7.88% | -18.94 | 3612.14 | 46.79% | 48.87% | 22.77% |
| 2024-12 | +0.75% | +62.46% | 0.51% | +0.48% | 0.60 | 7.87% | -53.64 | 3586.71 | 47.49% | 48.74% | 22.55% |
| 2024-11 | +1.94% | +61.25% | 0.51% | +0.72% | 0.60 | 7.87% | -12.46 | 3614.73 | 48.14% | 49.32% | 23.72% |
| 2024-10 | +0.49% | +58.18% | 0.51% | +0.72% | 0.54 | 7.85% | -17.63 | 3559.69 | 46.28% | 48.13% | 24.06% |
| 2024-09 | +1.64% | +57.41% | 0.51% | +0.60% | 0.56 | 7.85% | -57.89 | 3561.37 | 46.99% | 48.31% | 25.93% |
| 2024-08 | +1.23% | +54.87% | 0.51% | — | 0.48 | 7.84% | -53.09 | 3563.21 | 46.57% | 48.84% | 24.97% |
| 2024-07 | +1.44% | +52.99% | 0.51% | +0.72% | 0.48 | 7.85% | -62.45 | 3574.17 | 45.74% | 51.03% | 24.72% |
| 2024-06 | +0.61% | +50.82% | 0.51% | +0.84% | 0.44 | 7.84% | -59.15 | 3586.76 | 45.34% | 52.60% | 25.39% |
| 2024-05 | +0.82% | +49.90% | 0.51% | +0.72% | 0.46 | 7.86% | -43.36 | 3625.46 | 46.21% | 48.04% | 25.15% |
| 2024-04 | -1.48% | +48.68% | 0.51% | +0.72% | 0.43 | 7.89% | -53.72 | 3640.47 | 43.73% | 45.82% | 24.89% |
| 2024-03 | +2.32% | +50.92% | 0.51% | +0.60% | 0.55 | 7.86% | -94.68 | 3750.93 | 45.63% | 46.23% | 25.44% |
| 2024-02 | +2.24% | +47.50% | 0.51% | +0.72% | 0.48 | 7.82% | -93.44 | 3761.21 | 45.32% | 45.64% | 25.22% |
| 2024-01 | -0.06% | +44.26% | 0.51% | +0.72% | 0.41 | 7.79% | -79.41 | 3772.50 | 43.17% | 43.85% | 24.88% |
| 2023-12 | +2.69% | +44.35% | 0.50% | +0.72% | 0.47 | 7.86% | -74.04 | 3855.69 | 42.53% | 45.56% | 25.88% |
| 2023-11 | +3.45% | +40.57% | 0.50% | +0.84% | 0.34 | 7.93% | -35.80 | 3829.02 | 42.72% | 46.61% | 25.95% |
| 2023-10 | -3.31% | +35.88% | 0.50% | +0.84% | 0.21 | 7.81% | -26.06 | 3737.68 | 40.34% | 47.49% | 26.28% |
| 2023-09 | -1.14% | +40.53% | 0.50% | +0.60% | 0.37 | 7.71% | -47.11 | 3893.82 | 39.55% | 43.23% | 25.34% |
| 2023-08 | -0.44% | +42.15% | 0.50% | +0.60% | 0.45 | 7.68% | -55.65 | 3987.70 | 41.28% | 45.04% | 25.77% |
| 2023-07 | +2.32% | +42.78% | 0.50% | +0.60% | 0.51 | 7.68% | -7.83 | 4063.12 | 41.59% | 44.56% | 25.85% |
| 2023-06 | +1.41% | +39.54% | 0.50% | +0.60% | 0.45 | 7.64% | -8.07 | 3980.59 | 42.07% | 44.87% | 25.17% |
| 2023-05 | +0.64% | +37.60% | 0.50% | +0.48% | 0.40 | 7.63% | -3.88 | 3934.98 | 40.14% | 43.21% | 24.07% |
| 2023-04 | +1.65% | +36.73% | 0.50% | +0.36% | 0.40 | 7.63% | +12.05 | 3915.15 | 38.80% | 42.70% | 24.08% |
| 2023-03 | +0.12% | +34.51% | 0.50% | +0.24% | 0.35 | 7.61% | +23.78 | 3841.60 | 38.34% | 43.42% | 24.50% |
| 2023-02 | -1.84% | +34.35% | 0.50% | +0.48% | 0.36 | 7.62% | +55.00 | 3814.37 | 36.79% | 41.79% | 24.34% |
| 2023-01 | +1.90% | +36.87% | 0.50% | +0.48% | 0.45 | 7.59% | +60.02 | 3831.77 | 39.57% | 40.80% | 23.01% |
| 2022-12 | -1.55% | +34.32% | 0.45% | +0.48% | 0.40 | 7.58% | +86.07 | 3702.63 | 38.46% | 38.91% | 20.46% |
| 2022-11 | +0.87% | +36.43% | 0.45% | +0.60% | 0.50 | 7.53% | +101.02 | 3675.37 | 38.52% | 38.25% | 21.22% |
| 2022-10 | +1.74% | +35.25% | 0.45% | +0.36% | 0.48 | 7.53% | +50.78 | 3544.66 | 38.56% | 37.69% | 20.56% |
| 2022-09 | -3.95% | +32.94% | 0.45% | +0.36% | 0.43 | 7.51% | +56.90 | 3435.17 | 39.71% | 37.63% | 18.70% |
| 2022-08 | -1.06% | +38.41% | 0.45% | +0.48% | 0.66 | 7.25% | +102.60 | 3520.15 | 39.86% | 37.34% | 19.42% |
| 2022-07 | +3.10% | +39.89% | 0.45% | +0.36% | 0.73 | 7.21% | +110.44 | 3456.59 | 41.94% | 39.88% | 20.92% |
| 2022-06 | -2.14% | +35.68% | 0.45% | +0.36% | 0.63 | 7.13% | +103.61 | 3244.92 | 40.11% | 37.05% | 17.65% |
| 2022-05 | -2.72% | +38.65% | 0.45% | +0.60% | 0.74 | 7.05% | +88.05 | 3210.98 | 42.97% | 38.13% | 18.87% |
| 2022-04 | -1.13% | +42.53% | 0.45% | +0.60% | 0.93 | 6.91% | +83.20 | 3211.12 | 43.31% | 35.25% | 17.90% |
| 2022-03 | +0.55% | +44.16% | 0.45% | +0.48% | 1.02 | 6.87% | +115.86 | 3165.21 | 45.02% | 36.23% | 18.54% |
| 2022-02 | -0.42% | +43.37% | 0.45% | +0.48% | 1.01 | 6.87% | +117.64 | 3032.80 | 47.28% | 35.77% | 16.04% |
| 2022-01 | -1.70% | +43.97% | 0.45% | +0.60% | 1.05 | 6.86% | +140.89 | 2929.04 | 47.50% | 38.49% | 15.88% |
| 2021-12 | +1.80% | +46.46% | 0.43% | +0.84% | 1.17 | 6.78% | +203.86 | 2839.01 | 46.88% | 39.56% | 15.64% |
| 2021-11 | -0.26% | +43.87% | 0.43% | +0.72% | 1.11 | 6.76% | +164.64 | 2587.52 | 46.46% | 39.61% | 15.51% |
| 2021-10 | +2.46% | +44.25% | 0.43% | +0.84% | 1.14 | 6.75% | +124.88 | 2431.64 | 48.98% | 41.32% | 18.25% |
| 2021-09 | -0.63% | +40.78% | 0.43% | +0.72% | 1.04 | 6.70% | +105.90 | 2251.16 | 44.88% | 35.58% | 18.66% |
| 2021-08 | +1.55% | +41.68% | 0.43% | +0.96% | 1.07 | 6.70% | +156.25 | 2160.07 | 45.41% | 35.47% | 19.02% |
| 2021-07 | -0.03% | +39.51% | 0.43% | +1.08% | 1.01 | 6.70% | +139.53 | 1972.56 | 45.08% | 37.11% | 20.35% |
| 2021-06 | +0.28% | +39.56% | 0.43% | +1.08% | 1.05 | 6.71% | +137.99 | 1834.01 | 47.04% | 39.61% | 19.73% |
| 2021-05 | +1.45% | +39.17% | 0.43% | +1.08% | 1.04 | 6.73% | +114.18 | 1691.79 | 46.58% | 37.03% | 20.60% |
| 2021-04 | +1.87% | +37.18% | 0.43% | +1.08% | 0.98 | 6.72% | +114.74 | 1554.69 | 45.85% | 38.51% | 21.50% |
| 2021-03 | +1.61% | +34.66% | 0.43% | +0.84% | 0.92 | 6.69% | +79.83 | 1413.55 | 46.73% | 40.23% | 22.34% |
| 2021-02 | +1.19% | +32.53% | 0.43% | +0.96% | 0.87 | 6.67% | +45.69 | 1312.55 | 43.67% | 37.20% | 21.98% |
| 2021-01 | +1.30% | +30.97% | 0.43% | +0.48% | 0.83 | 6.67% | +19.61 | 1252.56 | 43.08% | 38.63% | 22.28% |
| 2020-12 | +2.59% | +29.29% | 0.40% | — | — | — | +14.42 | 1217.68 | 43.58% | 36.73% | 22.02% |
| 2020-11 | +5.38% | +26.02% | 0.40% | — | — | — | +11.42 | 1173.17 | 43.15% | 38.33% | 22.37% |
| 2020-10 | +0.42% | +19.59% | 0.40% | — | — | — | +6.02 | 1102.81 | 38.70% | 37.31% | 21.83% |
| 2020-09 | -1.48% | +19.09% | 0.40% | — | — | — | -6.23 | 1092.62 | 38.15% | 37.82% | 22.43% |
| 2020-08 | +2.49% | +20.88% | 0.40% | — | — | — | +4.06 | 1115.76 | 38.65% | 36.96% | 21.32% |
| 2020-07 | +2.45% | +17.94% | 0.40% | — | — | — | +3.09 | 1085.07 | 37.02% | 37.18% | 21.34% |
| 2020-06 | -0.33% | +15.12% | 0.40% | — | — | — | -0.95 | 1056.48 | 35.77% | 38.06% | 21.11% |
| 2020-05 | +1.40% | +15.50% | 0.40% | — | — | — | +18.51 | 1061.28 | 36.06% | 36.02% | 21.36% |
| 2020-04 | +4.88% | +13.91% | 0.40% | — | — | — | +8.98 | 1028.56 | 35.75% | 35.11% | 20.49% |
| 2020-03 | -9.59% | +8.61% | 0.40% | — | — | — | +3.48 | 972.33 | 36.13% | 34.84% | 19.78% |
| 2020-02 | -2.21% | +20.13% | 0.40% | — | — | — | +28.46 | 1071.43 | 36.18% | 31.14% | 17.25% |
| 2020-01 | +0.27% | +22.84% | 0.40% | — | — | — | +18.16 | 1067.62 | 37.13% | 31.80% | 18.83% |
| 2019-12 | +0.97% | +22.51% | 0.39% | — | — | — | +32.10 | 1047.10 | 37.40% | 33.62% | 18.36% |
| 2019-11 | +0.87% | +21.33% | 0.39% | — | — | — | +19.99 | 1005.53 | 38.76% | 35.14% | 18.38% |
| 2019-10 | +1.31% | +20.29% | 0.39% | — | — | — | +14.59 | 977.19 | 37.91% | 33.21% | 17.99% |
| 2019-09 | +1.18% | +18.73% | 0.39% | — | — | — | +14.15 | 950.46 | 36.13% | 31.68% | 17.98% |
| 2019-08 | -0.44% | +17.35% | 0.39% | — | — | — | +16.55 | 925.73 | 33.85% | 31.55% | 18.02% |
| 2019-07 | +0.79% | +17.87% | 0.39% | — | — | — | +13.63 | 913.45 | 35.69% | 32.41% | 18.67% |
| 2019-06 | +1.89% | +16.94% | 0.39% | — | — | — | +11.81 | 893.06 | 35.96% | 29.04% | 19.49% |
| 2019-05 | -1.17% | +14.77% | 0.39% | — | — | — | +11.23 | 865.13 | 31.73% | 25.24% | 19.02% |
| 2019-04 | +1.60% | +16.13% | 0.39% | — | — | — | +13.56 | 864.23 | 37.53% | 30.61% | 20.32% |
| 2019-03 | +0.91% | +14.30% | 0.39% | — | — | — | +19.47 | 837.50 | 35.26% | 28.94% | 20.20% |
| 2019-02 | +1.29% | +13.27% | 0.39% | — | — | — | +15.18 | 810.86 | 36.37% | 28.96% | 20.46% |
| 2019-01 | +2.85% | +11.83% | 0.39% | — | — | — | +23.27 | 785.71 | 36.07% | 28.99% | 20.48% |
| 2018-12 | -2.76% | +8.73% | 0.38% | — | — | — | +20.86 | 741.25 | 35.19% | 29.01% | 19.94% |
| 2018-11 | +0.33% | +11.82% | 0.38% | — | — | — | +18.11 | 741.18 | 35.83% | 28.55% | 21.34% |
| 2018-10 | -2.12% | +11.45% | 0.38% | — | — | — | +7.97 | 720.93 | 35.51% | 29.37% | 15.86% |
| 2018-09 | +0.12% | +13.86% | 0.38% | — | — | — | +9.82 | 728.76 | 34.85% | 27.64% | 16.09% |
| 2018-08 | +1.14% | +13.73% | 0.38% | — | — | — | +13.62 | 718.17 | 34.00% | 26.44% | 16.09% |
| 2018-07 | +1.29% | +12.44% | 0.38% | — | — | — | +15.10 | 696.79 | 34.22% | 26.65% | 16.61% |
| 2018-06 | -0.17% | +11.01% | 0.38% | — | — | — | +15.82 | 673.22 | 34.87% | 27.40% | 15.99% |
| 2018-05 | +0.27% | +11.20% | 0.38% | — | — | — | +19.55 | 658.80 | 33.65% | 26.72% | 15.45% |
| 2018-04 | +0.71% | +10.90% | 0.38% | — | — | — | +9.93 | 637.24 | 34.13% | 27.84% | 15.31% |
| 2018-03 | -0.48% | +10.12% | 0.38% | — | — | — | +19.08 | 623.61 | 32.01% | 24.85% | 14.96% |
| 2018-02 | -1.39% | +10.65% | 0.38% | — | — | — | +24.90 | 607.58 | 34.10% | 24.34% | 14.74% |
| 2018-01 | +1.41% | +12.21% | 0.38% | — | — | — | +27.35 | 591.03 | 31.93% | 24.13% | 14.85% |
| 2017-12 | +0.64% | +10.65% | 0.41% | — | — | — | +28.06 | 556.14 | 32.21% | 26.88% | 13.88% |
| 2017-11 | +0.83% | +9.95% | 0.41% | — | — | — | +24.68 | 524.65 | 36.95% | 29.72% | 13.40% |
| 2017-10 | +1.12% | +9.04% | 0.41% | — | — | — | +9.54 | 495.87 | 34.56% | 29.85% | 13.15% |
| 2017-09 | +0.38% | +7.83% | 0.41% | — | — | — | +13.71 | 481.10 | 32.77% | 29.05% | 13.72% |
| 2017-08 | +0.34% | +7.43% | 0.41% | — | — | — | +22.02 | 467.10 | 32.41% | 29.20% | 13.70% |
| 2017-07 | +1.38% | +7.06% | 0.41% | — | — | — | +0.52 | 443.69 | 33.52% | 30.17% | 13.72% |
| 2017-06 | -0.71% | +5.61% | 0.41% | — | — | — | +6.03 | 437.30 | 32.72% | 29.32% | 13.47% |
| 2017-05 | +1.21% | +6.36% | 0.41% | — | — | — | +15.08 | 434.74 | 33.59% | 30.24% | 13.62% |
| 2017-04 | +1.01% | +5.09% | 0.41% | — | — | — | -5.93 | 414.78 | 33.57% | 30.48% | 14.80% |
| 2017-03 | +0.34% | +4.04% | 0.41% | — | — | — | +13.61 | 413.51 | 32.14% | 28.72% | 15.77% |
| 2017-02 | +0.44% | +3.69% | 0.41% | — | — | — | +21.23 | 406.38 | 29.32% | 24.21% | 14.63% |
| 2017-01 | +0.33% | +3.23% | 0.41% | — | — | — | +4.39 | 378.40 | 31.20% | 24.85% | 12.48% |
| 2016-12 | +0.78% | +2.89% | — | — | — | — | +98.60 | 371.02 | 30.93% | 23.67% | 12.53% |
| 2016-11 | +0.08% | +2.10% | — | — | — | — | +23.50 | 270.32 | 31.35% | 23.47% | 12.73% |
| 2016-10 | +0.01% | +2.01% | — | — | — | — | +12.73 | 246.63 | 31.28% | 22.45% | 12.32% |
| 2016-09 | -0.67% | +2.00% | — | — | — | — | +29.21 | 233.99 | 31.02% | 21.37% | 12.56% |
| 2016-08 | -0.22% | +2.69% | — | — | — | — | +39.19 | 206.46 | 30.96% | 20.12% | 12.55% |
| 2016-07 | +1.71% | +2.92% | — | — | — | — | +77.18 | 167.72 | 28.30% | 17.88% | 12.95% |
| 2016-06 | -0.51% | +1.19% | — | — | — | — | +28.71 | 88.82 | 29.61% | 19.23% | 12.24% |
| 2016-05 | +0.24% | +1.71% | — | — | — | — | +22.57 | 60.49 | 29.53% | 18.68% | 12.58% |
| 2016-04 | +0.80% | +1.46% | — | — | — | — | +13.07 | 37.71 | 27.55% | 16.18% | 10.61% |
| 2016-03 | +0.91% | +0.66% | — | — | — | — | +11.47 | 24.42 | 27.56% | 16.09% | 13.51% |
| 2016-02 | -0.25% | -0.25% | — | — | — | — | +8.63 | 12.84 | 28.43% | 17.21% | 13.01% |
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.