חודשים בטווח
112
מגדל חסכון לילד - חוסכים המעדיפים סיכון בינוני
נתונים היסטוריים מלאים עבור מגדל חסכון לילד - חוסכים המעדיפים סיכון בינוני, 112 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9897 | שם קרן: מגדל חסכון לילד - חוסכים המעדיפים סיכון בינוני | סיווג קרן: קופת גמל להשקעה - חסכון לילד | חברה שולטת: שלמה אליהו אחזקות בע"מ | חברה מנהלת: מגדל מקפת קרנות פנסיה וקופות גמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מודל חכ"מ אחר | תת התמחות: חיסכון לילד -חוסכים המעדיפים סיכון בינוני.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מגדל חסכון לילד - חוסכים המעדיפים סיכון בינוני ישירות למייל.
תשואה חודשית אחרונה
+2.14%
תשואה מצטברת מההתחלה
+87.32%
| 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 | +2.14% | +87.32% | 0.01% | +0.12% | 1.11 | 5.91% | -0.11 | 155.33 | 51.05% | 40.13% | 18.55% |
| 2026-04 | +4.05% | +83.40% | 0.01% | -0.48% | 1.04 | 5.87% | -0.12 | 152.23 | 51.36% | 40.57% | 18.30% |
| 2026-03 | -2.35% | +76.26% | 0.01% | -0.60% | 0.91 | 5.68% | +0.46 | 146.37 | 50.84% | 42.09% | 17.83% |
| 2026-02 | +0.64% | +80.50% | 0.01% | -0.60% | 1.19 | 5.55% | +0.43 | 149.44 | 50.52% | 41.19% | 19.82% |
| 2026-01 | +2.35% | +79.35% | 0.01% | -0.36% | 1.19 | 5.55% | +0.56 | 148.06 | 50.51% | 41.29% | 19.67% |
| 2025-12 | +1.04% | +75.23% | 0.01% | -0.36% | 1.10 | 5.49% | +0.43 | 144.12 | 50.56% | 42.76% | 19.71% |
| 2025-11 | +1.09% | +73.43% | 0.01% | -0.36% | 1.10 | 5.51% | +0.08 | 142.22 | 48.91% | 43.55% | 20.12% |
| 2025-10 | +1.46% | +71.56% | 0.01% | -0.24% | 1.11 | 5.76% | +0.44 | 140.60 | 49.26% | 42.92% | 19.54% |
| 2025-09 | +2.02% | +69.09% | 0.01% | -0.36% | 1.06 | 5.75% | +0.58 | 138.14 | 48.12% | 43.20% | 19.83% |
| 2025-08 | +0.90% | +65.74% | 0.01% | -0.36% | 0.94 | 5.79% | +0.25 | 134.83 | 46.59% | 43.07% | 19.75% |
| 2025-07 | +0.84% | +64.27% | 0.01% | -0.36% | 0.95 | 5.84% | +0.34 | 133.39 | 47.21% | 43.17% | 19.84% |
| 2025-06 | +3.43% | +62.90% | 0.01% | -0.36% | 0.98 | 5.92% | +0.56 | 131.94 | 48.12% | 43.91% | 20.21% |
| 2025-05 | +2.06% | +57.50% | 0.01% | +0.24% | 0.82 | 5.80% | +0.60 | 127.02 | 46.06% | 46.15% | 23.11% |
| 2025-04 | +1.02% | +54.32% | 0.01% | +0.36% | 0.76 | 5.78% | +0.67 | 123.87 | 45.87% | 47.59% | 22.73% |
| 2025-03 | -1.01% | +52.76% | 0.01% | +0.48% | 0.79 | 6.09% | +0.40 | 121.95 | 43.58% | 47.90% | 22.07% |
| 2025-02 | -0.13% | +54.32% | 0.01% | +0.24% | 0.65 | 7.41% | +0.15 | 122.78 | 44.89% | 46.57% | 21.66% |
| 2025-01 | +1.31% | +54.52% | 0.01% | +0.60% | 0.64 | 7.52% | +0.34 | 122.80 | 45.75% | 47.77% | 22.71% |
| 2024-12 | +0.84% | +52.52% | 0.01% | +0.48% | 0.60 | 7.51% | +0.22 | 120.89 | 45.50% | 47.71% | 22.67% |
| 2024-11 | +1.82% | +51.25% | 0.01% | +0.60% | 0.60 | 7.51% | +0.38 | 119.66 | 45.14% | 48.42% | 23.68% |
| 2024-10 | +0.23% | +48.55% | 0.01% | +0.60% | 0.54 | 7.49% | +0.51 | 117.15 | 43.45% | 48.23% | 24.52% |
| 2024-09 | +1.66% | +48.20% | 0.01% | +0.60% | 0.57 | 7.49% | +0.43 | 116.38 | 43.66% | 49.08% | 25.87% |
| 2024-08 | +1.09% | +45.78% | 0.01% | — | 0.49 | 7.48% | +0.45 | 114.05 | 43.97% | 49.44% | 25.35% |
| 2024-07 | +1.31% | +44.21% | 0.01% | +0.60% | 0.49 | 7.48% | +0.47 | 112.38 | 44.42% | 50.70% | 26.46% |
| 2024-06 | +0.84% | +42.35% | 0.01% | +0.72% | 0.46 | 7.47% | +0.60 | 110.46 | 44.00% | 50.58% | 26.29% |
| 2024-05 | +1.10% | +41.16% | 0.01% | +0.48% | 0.47 | 7.50% | +0.46 | 108.95 | 43.18% | 48.72% | 25.98% |
| 2024-04 | -1.52% | +39.63% | 0.01% | +0.48% | 0.42 | 7.52% | +0.77 | 107.32 | 43.23% | 47.55% | 24.91% |
| 2024-03 | +2.33% | +41.78% | 0.01% | +0.36% | 0.54 | 7.48% | +0.46 | 108.20 | 44.38% | 47.38% | 25.57% |
| 2024-02 | +2.03% | +38.55% | 0.01% | +0.36% | 0.47 | 7.44% | +0.62 | 105.28 | 43.93% | 46.57% | 25.19% |
| 2024-01 | +0.13% | +35.80% | 0.01% | +0.48% | 0.41 | 7.41% | +0.63 | 102.58 | 42.05% | 46.18% | 25.14% |
| 2023-12 | +2.54% | +35.62% | 0.01% | +0.36% | 0.46 | 7.48% | +0.80 | 101.82 | 42.83% | 46.59% | 24.71% |
| 2023-11 | +3.18% | +32.26% | 0.01% | +0.60% | 0.33 | 7.53% | +0.69 | 98.52 | 41.59% | 47.17% | 24.73% |
| 2023-10 | -2.73% | +28.18% | 0.01% | +0.48% | 0.20 | 7.42% | +0.81 | 94.81 | 41.48% | 48.97% | 26.58% |
| 2023-09 | -1.20% | +31.78% | 0.01% | +0.36% | 0.34 | 7.36% | +0.80 | 96.64 | 42.99% | 48.06% | 23.54% |
| 2023-08 | -0.06% | +33.38% | 0.01% | +0.24% | 0.42 | 7.33% | +0.53 | 97.00 | 42.59% | 47.68% | 23.55% |
| 2023-07 | +2.52% | +33.46% | 0.01% | +0.12% | 0.46 | 7.33% | +0.69 | 96.51 | 41.85% | 46.72% | 23.87% |
| 2023-06 | +1.56% | +30.18% | 0.01% | +0.12% | 0.39 | 7.28% | +0.78 | 93.47 | 41.47% | 46.08% | 23.52% |
| 2023-05 | +0.72% | +28.18% | 0.01% | +0.00% | 0.34 | 7.26% | +0.78 | 91.27 | 41.49% | 46.20% | 22.56% |
| 2023-04 | +1.63% | +27.27% | 0.01% | +0.00% | 0.33 | 7.26% | +0.80 | 89.84 | 41.02% | 45.87% | 22.83% |
| 2023-03 | +0.29% | +25.23% | 0.01% | -0.24% | 0.28 | 7.24% | +0.82 | 87.62 | 41.41% | 46.94% | 22.68% |
| 2023-02 | -1.72% | +24.86% | 0.01% | +0.00% | 0.28 | 7.26% | +0.86 | 86.55 | 41.11% | 47.54% | 21.18% |
| 2023-01 | +2.36% | +27.05% | 0.01% | +0.00% | 0.36 | 7.23% | +0.94 | 87.19 | 40.97% | 45.98% | 20.85% |
| 2022-12 | -1.62% | +24.12% | 0.00% | +0.00% | 0.29 | 7.18% | +0.78 | 84.26 | 41.70% | 48.10% | 19.44% |
| 2022-11 | +0.97% | +26.16% | 0.00% | +0.00% | 0.40 | 7.13% | +0.82 | 84.85 | 43.30% | 46.73% | 19.38% |
| 2022-10 | +2.10% | +24.95% | 0.00% | -0.12% | 0.37 | 7.13% | +0.76 | 83.24 | 42.62% | 45.27% | 19.31% |
| 2022-09 | -4.08% | +22.38% | 0.00% | -0.12% | 0.30 | 7.09% | +0.90 | 80.76 | 42.40% | 45.11% | 18.29% |
| 2022-08 | -1.46% | +27.59% | 0.00% | +0.00% | 0.54 | 6.81% | +0.65 | 83.29 | 44.09% | 44.41% | 18.41% |
| 2022-07 | +3.02% | +29.48% | 0.00% | -0.12% | 0.64 | 6.75% | +0.74 | 83.88 | 43.99% | 44.92% | 21.45% |
| 2022-06 | -2.14% | +25.68% | 0.00% | -0.24% | 0.53 | 6.66% | +0.72 | 80.70 | 43.09% | 45.43% | 20.35% |
| 2022-05 | -2.57% | +28.43% | 0.00% | +0.00% | 0.65 | 6.58% | +0.69 | 81.71 | 44.25% | 45.09% | 20.51% |
| 2022-04 | -1.48% | +31.82% | 0.00% | +0.00% | 0.83 | 6.45% | +0.76 | 83.14 | 44.71% | 43.85% | 21.07% |
| 2022-03 | +0.38% | +33.80% | 0.00% | +0.00% | 0.94 | 6.39% | +0.87 | 83.61 | 44.50% | 42.69% | 21.21% |
| 2022-02 | -0.70% | +33.29% | 0.00% | +0.00% | 0.93 | 6.39% | +0.75 | 82.43 | 46.65% | 45.15% | 23.20% |
| 2022-01 | -2.01% | +34.23% | 0.00% | +0.12% | 0.99 | 6.37% | +0.81 | 82.26 | 46.07% | 45.40% | 21.16% |
| 2021-12 | +1.58% | +36.98% | 0.00% | — | — | — | +0.78 | 83.13 | 43.22% | 43.58% | 20.23% |
| 2021-11 | -0.01% | +34.85% | 0.00% | — | — | — | +0.81 | 81.05 | 43.58% | 43.45% | 19.59% |
| 2021-10 | +2.06% | +34.87% | 0.00% | — | — | — | +0.81 | 80.25 | 43.36% | 42.37% | 20.55% |
| 2021-09 | -0.61% | +32.14% | 0.00% | — | — | — | +0.84 | 77.84 | 43.01% | 41.60% | 20.82% |
| 2021-08 | +1.36% | +32.96% | 0.00% | — | — | — | +0.85 | 77.48 | 43.11% | 41.62% | 21.50% |
| 2021-07 | +0.59% | +31.17% | 0.00% | — | — | — | +0.88 | 75.59 | 43.50% | 41.73% | 21.34% |
| 2021-06 | +0.55% | +30.40% | 0.00% | — | — | — | +0.79 | 74.26 | 44.01% | 41.79% | 21.22% |
| 2021-05 | +1.17% | +29.69% | 0.00% | — | — | — | +0.92 | 73.06 | 44.25% | 41.76% | 22.63% |
| 2021-04 | +1.68% | +28.19% | 0.00% | — | — | — | +0.83 | 71.29 | 44.54% | 41.77% | 22.46% |
| 2021-03 | +1.67% | +26.07% | 0.00% | — | — | — | +0.91 | 69.30 | 44.33% | 41.49% | 23.12% |
| 2021-02 | +0.53% | +24.00% | 0.00% | — | — | — | +0.88 | 67.26 | 43.21% | 40.43% | 22.12% |
| 2021-01 | +1.01% | +23.35% | 0.00% | — | — | — | +0.91 | 66.05 | 40.41% | 38.12% | 22.06% |
| 2020-12 | +1.67% | +22.11% | 0.23% | — | — | — | +0.92 | 64.50 | 41.43% | 39.27% | 23.18% |
| 2020-11 | +4.36% | +20.11% | 0.23% | — | — | — | +0.92 | 62.52 | 39.16% | 37.78% | 22.90% |
| 2020-10 | +0.28% | +15.09% | 0.23% | — | — | — | +0.89 | 59.02 | 38.24% | 38.99% | 21.65% |
| 2020-09 | -1.48% | +14.77% | 0.23% | — | — | — | +0.95 | 57.98 | 36.86% | 37.56% | 22.08% |
| 2020-08 | +2.27% | +16.49% | 0.23% | — | — | — | +0.91 | 57.89 | 38.78% | 38.09% | 22.04% |
| 2020-07 | +2.79% | +13.91% | 0.23% | — | — | — | +0.95 | 55.71 | 37.84% | 36.73% | 20.62% |
| 2020-06 | -0.32% | +10.81% | 0.23% | — | — | — | +0.92 | 53.27 | 36.93% | 35.84% | 19.56% |
| 2020-05 | +1.77% | +11.17% | 0.23% | — | — | — | +0.97 | 52.52 | 35.15% | 34.50% | 19.88% |
| 2020-04 | +4.89% | +9.24% | 0.23% | — | — | — | +0.97 | 50.65 | 34.85% | 32.95% | 19.31% |
| 2020-03 | -8.89% | +4.14% | 0.23% | — | — | — | +0.96 | 47.36 | 34.33% | 32.60% | 20.71% |
| 2020-02 | -2.42% | +14.31% | 0.23% | — | — | — | +0.92 | 50.86 | 35.98% | 32.80% | 18.76% |
| 2020-01 | +0.30% | +17.14% | 0.23% | — | — | — | +0.91 | 51.22 | 37.04% | 32.92% | 19.29% |
| 2019-12 | +0.78% | +16.79% | 0.00% | — | — | — | +0.94 | 50.16 | 39.39% | 35.15% | 20.00% |
| 2019-11 | +0.90% | +15.89% | 0.00% | — | — | — | +0.95 | 48.84 | 37.71% | 33.87% | 20.97% |
| 2019-10 | +1.23% | +14.85% | 0.00% | — | — | — | +0.97 | 47.46 | 37.23% | 35.04% | 21.28% |
| 2019-09 | +1.07% | +13.46% | 0.00% | — | — | — | +0.98 | 45.92 | 34.69% | 32.32% | 20.58% |
| 2019-08 | -0.35% | +12.26% | 0.00% | — | — | — | +0.89 | 44.47 | 33.46% | 32.92% | 21.77% |
| 2019-07 | +0.45% | +12.65% | 0.00% | — | — | — | +2.02 | 43.72 | 33.14% | 32.62% | 22.05% |
| 2019-06 | +1.89% | +12.15% | 0.00% | — | — | — | +1.00 | 41.52 | 32.88% | 32.01% | 22.18% |
| 2019-05 | -1.09% | +10.07% | 0.00% | — | — | — | +2.03 | 39.77 | 31.51% | 30.98% | 20.77% |
| 2019-04 | +1.31% | +11.28% | 0.00% | — | — | — | +0.98 | 38.16 | 33.86% | 33.10% | 22.33% |
| 2019-03 | +0.90% | +9.84% | 0.00% | — | — | — | +0.99 | 36.70 | 33.32% | 33.57% | 21.85% |
| 2019-02 | +1.01% | +8.86% | 0.00% | — | — | — | +2.03 | 35.39 | 32.58% | 32.04% | 20.85% |
| 2019-01 | +2.73% | +7.77% | 0.00% | — | — | — | +1.00 | 33.03 | 35.03% | 34.79% | 21.71% |
| 2018-12 | -2.44% | +4.91% | 0.00% | — | — | — | +0.99 | 31.17 | 35.80% | 35.42% | 21.21% |
| 2018-11 | +0.21% | +7.53% | 0.00% | — | — | — | +0.97 | 30.93 | 36.18% | 35.82% | 21.40% |
| 2018-10 | -1.92% | +7.31% | 0.00% | — | — | — | +2.00 | 29.89 | 36.00% | 36.27% | 24.92% |
| 2018-09 | +0.03% | +9.41% | 0.00% | — | — | — | +1.01 | 28.44 | 34.28% | 35.06% | 20.92% |
| 2018-08 | +0.84% | +9.37% | 0.00% | — | — | — | +1.01 | 27.43 | 35.69% | 36.06% | 21.36% |
| 2018-07 | +1.54% | +8.46% | 0.00% | — | — | — | +0.99 | 26.20 | 35.53% | 36.56% | 20.84% |
| 2018-06 | +0.07% | +6.82% | 0.00% | — | — | — | +1.00 | 24.82 | 36.10% | 36.91% | 20.83% |
| 2018-05 | +0.25% | +6.74% | 0.00% | — | — | — | +0.98 | 23.81 | 37.25% | 37.25% | 20.79% |
| 2018-04 | +1.07% | +6.48% | 0.00% | — | — | — | +1.00 | 22.79 | 38.04% | 38.31% | 21.28% |
| 2018-03 | -0.82% | +5.35% | 0.00% | — | — | — | +1.01 | 21.55 | 36.61% | 36.66% | 21.21% |
| 2018-02 | -1.14% | +6.22% | 0.00% | — | — | — | +1.00 | 20.73 | 34.44% | 35.07% | 19.73% |
| 2018-01 | +1.22% | +7.45% | 0.00% | — | — | — | +1.01 | 19.96 | 33.42% | 32.36% | 19.54% |
| 2017-12 | +0.71% | +6.15% | — | — | — | — | +1.01 | 18.72 | 33.01% | 30.02% | 17.04% |
| 2017-11 | +0.65% | +5.40% | — | — | — | — | +1.02 | 17.58 | 32.94% | 29.29% | 17.35% |
| 2017-10 | +1.02% | +4.72% | — | — | — | — | +1.00 | 16.45 | 32.64% | 29.18% | 17.26% |
| 2017-09 | +0.28% | +3.66% | — | — | — | — | +1.02 | 15.29 | 33.81% | 30.09% | 17.27% |
| 2017-08 | +0.32% | +3.37% | — | — | — | — | +1.02 | 14.24 | 33.64% | 30.13% | 16.99% |
| 2017-07 | +1.28% | +3.05% | — | — | — | — | +1.04 | 13.18 | 33.23% | 29.82% | 16.77% |
| 2017-06 | -0.68% | +1.74% | — | — | — | — | +2.22 | 11.99 | 33.11% | 29.52% | 16.76% |
| 2017-05 | +0.98% | +2.44% | — | — | — | — | +3.18 | 9.85 | 32.18% | 28.63% | 15.74% |
| 2017-04 | +0.89% | +1.45% | — | — | — | — | +1.10 | 6.58 | 33.43% | 29.79% | 16.72% |
| 2017-03 | +0.04% | +0.55% | — | — | — | — | +3.46 | 5.43 | 27.81% | 24.86% | 15.10% |
| 2017-02 | +0.51% | +0.51% | — | — | — | — | +1.37 | 1.98 | 32.32% | 28.79% | 16.67% |
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.