חודשים בטווח
112
מגדל חסכון לילד - חוסכים המעדיפים סיכון מוגבר
נתונים היסטוריים מלאים עבור מגדל חסכון לילד - חוסכים המעדיפים סיכון מוגבר, 112 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9898 | שם קרן: מגדל חסכון לילד - חוסכים המעדיפים סיכון מוגבר | 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 גבוה.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מגדל חסכון לילד - חוסכים המעדיפים סיכון מוגבר ישירות למייל.
תשואה חודשית אחרונה
+3.60%
תשואה מצטברת מההתחלה
+179.78%
| 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 | +3.60% | +179.78% | 0.01% | +0.00% | 1.26 | 10.88% | +5.50 | 255.28 | 99.89% | 55.95% | 23.37% |
| 2026-04 | +8.10% | +170.06% | 0.01% | -1.20% | 1.19 | 10.82% | +4.06 | 241.03 | 99.19% | 55.12% | 23.44% |
| 2026-03 | -4.52% | +149.82% | 0.01% | -1.44% | 1.05 | 10.39% | +3.68 | 219.19 | 98.96% | 55.13% | 22.92% |
| 2026-02 | +1.04% | +161.65% | 0.01% | -1.32% | 1.34 | 10.12% | +3.16 | 225.83 | 99.96% | 57.87% | 24.67% |
| 2026-01 | +4.79% | +158.95% | 0.01% | -0.72% | 1.35 | 10.13% | +3.24 | 220.43 | 99.80% | 57.63% | 24.86% |
| 2025-12 | +1.93% | +147.12% | 0.01% | -0.96% | 1.24 | 9.99% | +2.69 | 207.23 | 99.95% | 58.83% | 25.01% |
| 2025-11 | +1.57% | +142.44% | 0.01% | -0.84% | 1.23 | 10.03% | +3.00 | 200.74 | 99.86% | 60.21% | 28.11% |
| 2025-10 | +2.33% | +138.69% | 0.01% | -0.72% | 1.25 | 10.64% | +2.49 | 194.60 | 96.66% | 59.52% | 26.78% |
| 2025-09 | +3.58% | +133.26% | 0.01% | -0.96% | 1.20 | 10.63% | +2.88 | 187.72 | 96.49% | 60.52% | 26.57% |
| 2025-08 | +1.24% | +125.19% | 0.01% | -0.84% | 1.08 | 10.72% | +3.04 | 178.36 | 96.76% | 59.95% | 26.56% |
| 2025-07 | +1.63% | +122.44% | 0.01% | -0.84% | 1.10 | 10.80% | +2.86 | 173.15 | 96.81% | 59.31% | 27.32% |
| 2025-06 | +6.04% | +118.87% | 0.01% | -0.96% | 1.11 | 10.94% | +2.62 | 167.56 | 97.36% | 60.18% | 27.69% |
| 2025-05 | +5.05% | +106.40% | 0.01% | +0.48% | 0.97 | 10.73% | +2.54 | 155.47 | 96.53% | 63.97% | 29.72% |
| 2025-04 | +1.14% | +96.48% | 0.01% | +0.72% | 0.87 | 10.61% | +2.57 | 145.57 | 97.03% | 64.59% | 30.24% |
| 2025-03 | -2.74% | +94.26% | 0.01% | +1.08% | 0.91 | 11.24% | +2.67 | 141.32 | 96.14% | 64.26% | 29.61% |
| 2025-02 | -1.08% | +99.74% | 0.01% | +1.08% | 0.81 | 13.20% | +2.89 | 142.61 | 97.48% | 63.20% | 29.44% |
| 2025-01 | +2.60% | +101.92% | 0.01% | +1.08% | 0.79 | 13.60% | +2.92 | 141.32 | 95.12% | 61.94% | 29.20% |
| 2024-12 | +1.32% | +96.80% | 0.01% | +0.84% | 0.74 | 13.58% | +2.12 | 134.90 | 95.69% | 62.80% | 30.05% |
| 2024-11 | +3.26% | +94.24% | 0.01% | +1.08% | 0.73 | 13.58% | +2.16 | 131.06 | 96.53% | 65.15% | 30.80% |
| 2024-10 | +0.52% | +88.11% | 0.01% | +0.96% | 0.68 | 13.55% | +1.67 | 124.82 | 95.67% | 64.94% | 30.12% |
| 2024-09 | +2.71% | +87.13% | 0.01% | +0.72% | 0.69 | 13.55% | +1.89 | 122.52 | 96.17% | 66.90% | 31.41% |
| 2024-08 | +1.41% | +82.19% | 0.01% | — | 0.62 | 13.54% | +1.80 | 117.39 | 96.19% | 67.31% | 31.08% |
| 2024-07 | +1.76% | +79.66% | 0.01% | +0.84% | 0.62 | 13.57% | +2.15 | 113.97 | 95.65% | 68.12% | 32.09% |
| 2024-06 | +1.43% | +76.55% | 0.01% | +1.08% | 0.59 | 13.56% | +1.81 | 109.88 | 95.70% | 68.10% | 31.14% |
| 2024-05 | +2.12% | +74.06% | 0.01% | +0.72% | 0.59 | 13.61% | +1.93 | 106.54 | 95.66% | 67.50% | 31.56% |
| 2024-04 | -2.94% | +70.45% | 0.01% | +0.72% | 0.53 | 13.67% | +1.80 | 102.46 | 95.31% | 64.84% | 30.58% |
| 2024-03 | +3.66% | +75.61% | 0.01% | +0.48% | 0.65 | 13.58% | +1.88 | 103.70 | 95.93% | 62.44% | 31.23% |
| 2024-02 | +4.30% | +69.41% | 0.01% | +0.60% | 0.58 | 13.52% | +1.61 | 98.20 | 95.78% | 62.16% | 30.93% |
| 2024-01 | +0.02% | +62.43% | 0.01% | +0.60% | 0.49 | 13.43% | +1.71 | 92.59 | 94.44% | 61.03% | 31.33% |
| 2023-12 | +4.15% | +62.40% | 0.00% | +0.36% | 0.54 | 13.53% | +1.43 | 90.86 | 95.08% | 62.90% | 31.27% |
| 2023-11 | +5.56% | +55.93% | 0.00% | +0.84% | 0.41 | 13.66% | +1.42 | 85.86 | 95.19% | 63.66% | 30.11% |
| 2023-10 | -4.61% | +47.71% | 0.00% | +0.48% | 0.29 | 13.47% | +1.41 | 79.98 | 94.57% | 64.52% | 31.18% |
| 2023-09 | -1.77% | +54.85% | 0.00% | +0.24% | 0.41 | 13.40% | +1.39 | 82.38 | 94.22% | 62.77% | 30.03% |
| 2023-08 | -1.24% | +57.64% | 0.00% | +0.00% | 0.47 | 13.36% | +1.57 | 82.46 | 94.25% | 62.88% | 28.83% |
| 2023-07 | +5.01% | +59.62% | 0.00% | +0.12% | 0.54 | 13.35% | +1.61 | 81.88 | 94.75% | 63.10% | 27.87% |
| 2023-06 | +3.20% | +52.01% | 0.00% | +0.00% | 0.45 | 13.23% | +1.32 | 76.42 | 93.71% | 62.27% | 27.07% |
| 2023-05 | +0.11% | +47.29% | 0.00% | -0.36% | 0.38 | 13.18% | +1.40 | 72.77 | 95.45% | 64.56% | 27.33% |
| 2023-04 | +2.61% | +47.13% | 0.00% | -0.36% | 0.40 | 13.18% | +1.14 | 71.31 | 95.46% | 64.83% | 27.98% |
| 2023-03 | -0.05% | +43.39% | 0.00% | -0.60% | 0.36 | 13.16% | +1.40 | 68.38 | 95.26% | 65.08% | 28.40% |
| 2023-02 | -2.38% | +43.46% | 0.00% | -0.36% | 0.35 | 13.21% | +1.12 | 67.00 | 94.69% | 64.10% | 26.75% |
| 2023-01 | +3.83% | +46.96% | 0.00% | -0.36% | 0.41 | 13.20% | +1.23 | 67.51 | 93.07% | 61.74% | 27.52% |
| 2022-12 | -3.56% | +41.54% | 0.00% | -0.48% | 0.35 | 13.15% | +0.89 | 63.83 | 94.38% | 62.71% | 25.74% |
| 2022-11 | +1.56% | +46.76% | 0.00% | -0.12% | 0.47 | 13.02% | +0.77 | 65.26 | 94.76% | 62.95% | 25.65% |
| 2022-10 | +4.36% | +44.51% | 0.00% | -0.60% | 0.44 | 13.02% | +0.61 | 63.51 | 95.24% | 63.05% | 25.52% |
| 2022-09 | -6.85% | +38.47% | 0.00% | -0.48% | 0.36 | 12.92% | +0.86 | 60.25 | 94.29% | 61.10% | 24.48% |
| 2022-08 | -1.28% | +48.65% | 0.00% | -0.36% | 0.58 | 12.47% | +0.78 | 63.81 | 94.50% | 60.68% | 24.70% |
| 2022-07 | +5.64% | +50.58% | 0.00% | -0.60% | 0.63 | 12.45% | +0.78 | 63.86 | 95.68% | 62.72% | 28.36% |
| 2022-06 | -4.97% | +42.54% | 0.00% | -0.96% | 0.51 | 12.25% | +0.70 | 59.70 | 96.13% | 63.70% | 26.62% |
| 2022-05 | -4.04% | +50.00% | 0.00% | -0.24% | 0.67 | 12.00% | +0.64 | 62.08 | 98.28% | 65.01% | 26.68% |
| 2022-04 | -2.88% | +56.31% | 0.00% | -0.24% | 0.82 | 11.81% | +0.72 | 63.99 | 96.34% | 62.70% | 27.24% |
| 2022-03 | +1.29% | +60.95% | 0.00% | -0.12% | 0.94 | 11.70% | +0.77 | 65.17 | 95.17% | 61.55% | 26.87% |
| 2022-02 | -0.62% | +58.90% | 0.00% | -0.36% | 0.90 | 11.71% | +0.73 | 63.58 | 95.96% | 62.14% | 27.81% |
| 2022-01 | -3.12% | +59.89% | 0.00% | +0.00% | 0.94 | 11.69% | +0.78 | 63.21 | 95.32% | 62.22% | 27.35% |
| 2021-12 | +3.47% | +65.04% | 0.00% | — | — | — | +0.72 | 64.45 | 95.35% | 62.76% | 27.04% |
| 2021-11 | -0.69% | +59.50% | 0.00% | — | — | — | +0.72 | 61.56 | 96.10% | 63.32% | 25.08% |
| 2021-10 | +4.22% | +60.61% | 0.00% | — | — | — | +0.61 | 61.28 | 96.23% | 63.05% | 27.32% |
| 2021-09 | -1.33% | +54.11% | 0.00% | — | — | — | +0.70 | 58.20 | 94.43% | 61.29% | 28.38% |
| 2021-08 | +2.09% | +56.18% | 0.00% | — | — | — | +0.63 | 58.29 | 94.58% | 61.62% | 30.23% |
| 2021-07 | +0.77% | +52.99% | 0.00% | — | — | — | +0.64 | 56.47 | 94.79% | 61.66% | 29.06% |
| 2021-06 | +0.80% | +51.82% | 0.00% | — | — | — | +0.63 | 55.39 | 95.20% | 61.91% | 28.58% |
| 2021-05 | +1.54% | +50.61% | 0.00% | — | — | — | +0.65 | 54.32 | 95.21% | 61.71% | 29.55% |
| 2021-04 | +3.42% | +48.33% | 0.00% | — | — | — | +0.67 | 52.85 | 95.10% | 61.97% | 28.51% |
| 2021-03 | +2.89% | +43.42% | 0.00% | — | — | — | +0.66 | 50.45 | 95.40% | 62.10% | 29.81% |
| 2021-02 | +1.96% | +39.39% | 0.00% | — | — | — | +0.67 | 48.39 | 95.10% | 62.16% | 26.97% |
| 2021-01 | +1.49% | +36.72% | 0.00% | — | — | — | +0.67 | 46.83 | 95.37% | 61.84% | 28.61% |
| 2020-12 | +3.32% | +34.71% | 0.23% | — | — | — | +0.64 | 45.50 | 94.99% | 62.22% | 28.84% |
| 2020-11 | +8.97% | +30.38% | 0.23% | — | — | — | +0.64 | 43.41 | 92.84% | 59.30% | 30.02% |
| 2020-10 | +0.68% | +19.65% | 0.23% | — | — | — | +0.66 | 39.25 | 93.50% | 60.97% | 28.99% |
| 2020-09 | -2.81% | +18.84% | 0.23% | — | — | — | +0.65 | 38.34 | 91.99% | 60.43% | 28.98% |
| 2020-08 | +4.14% | +22.27% | 0.23% | — | — | — | +0.61 | 38.78 | 95.51% | 63.05% | 26.51% |
| 2020-07 | +5.07% | +17.41% | 0.23% | — | — | — | +0.67 | 36.64 | 94.65% | 62.04% | 25.22% |
| 2020-06 | +0.16% | +11.75% | 0.23% | — | — | — | +0.65 | 34.24 | 94.45% | 62.09% | 24.74% |
| 2020-05 | +2.95% | +11.57% | 0.23% | — | — | — | +0.66 | 33.55 | 94.37% | 62.86% | 26.77% |
| 2020-04 | +9.37% | +8.37% | 0.23% | — | — | — | +0.67 | 31.94 | 97.15% | 63.46% | 26.24% |
| 2020-03 | -14.71% | -0.91% | 0.23% | — | — | — | +0.68 | 28.57 | 96.36% | 62.06% | 27.69% |
| 2020-02 | -6.65% | +16.18% | 0.23% | — | — | — | +0.66 | 32.62 | 96.93% | 62.60% | 22.26% |
| 2020-01 | +0.30% | +24.45% | 0.23% | — | — | — | +0.69 | 34.31 | 69.78% | 49.17% | 24.83% |
| 2019-12 | +1.29% | +24.08% | 0.00% | — | — | — | +0.63 | 33.53 | 72.03% | 51.00% | 25.68% |
| 2019-11 | +1.76% | +22.50% | 0.00% | — | — | — | +0.66 | 32.48 | 71.12% | 49.66% | 26.79% |
| 2019-10 | +1.98% | +20.38% | 0.00% | — | — | — | +0.65 | 31.27 | 72.91% | 51.49% | 26.67% |
| 2019-09 | +1.87% | +18.05% | 0.00% | — | — | — | +0.66 | 30.02 | 71.19% | 48.73% | 25.65% |
| 2019-08 | -1.38% | +15.88% | 0.00% | — | — | — | +0.65 | 28.81 | 72.02% | 50.71% | 26.59% |
| 2019-07 | +0.37% | +17.50% | 0.00% | — | — | — | +1.32 | 28.56 | 72.23% | 50.18% | 26.51% |
| 2019-06 | +3.23% | +17.07% | 0.00% | — | — | — | +0.64 | 27.13 | 72.10% | 49.47% | 26.24% |
| 2019-05 | -2.48% | +13.40% | 0.00% | — | — | — | +1.32 | 25.67 | 65.02% | 48.27% | 22.17% |
| 2019-04 | +2.26% | +16.29% | 0.00% | — | — | — | +0.65 | 24.98 | 68.37% | 51.16% | 25.70% |
| 2019-03 | +0.88% | +13.72% | 0.00% | — | — | — | +0.68 | 23.79 | 68.05% | 51.20% | 25.09% |
| 2019-02 | +1.56% | +12.73% | 0.00% | — | — | — | +1.29 | 22.91 | 66.48% | 49.24% | 24.23% |
| 2019-01 | +4.37% | +10.99% | 0.00% | — | — | — | +0.66 | 21.29 | 68.11% | 50.54% | 25.60% |
| 2018-12 | -4.70% | +6.35% | 0.00% | — | — | — | +0.65 | 19.75 | 68.30% | 51.19% | 26.23% |
| 2018-11 | +0.74% | +11.59% | 0.00% | — | — | — | +0.65 | 20.05 | 68.48% | 51.02% | 27.53% |
| 2018-10 | -3.65% | +10.77% | 0.00% | — | — | — | +1.22 | 19.26 | 68.59% | 51.19% | 27.67% |
| 2018-09 | +0.10% | +14.97% | 0.00% | — | — | — | +0.65 | 18.71 | 68.63% | 50.88% | 25.33% |
| 2018-08 | +1.74% | +14.85% | 0.00% | — | — | — | +0.64 | 18.05 | 72.30% | 49.09% | 25.32% |
| 2018-07 | +2.75% | +12.89% | 0.00% | — | — | — | +0.65 | 17.10 | 72.46% | 49.88% | 25.32% |
| 2018-06 | -0.03% | +9.87% | 0.00% | — | — | — | +0.67 | 16.00 | 72.69% | 50.06% | 26.12% |
| 2018-05 | +0.78% | +9.90% | 0.00% | — | — | — | +0.65 | 15.35 | 72.18% | 49.64% | 24.76% |
| 2018-04 | +1.75% | +9.05% | 0.00% | — | — | — | +0.63 | 14.59 | 73.13% | 50.31% | 25.29% |
| 2018-03 | -2.03% | +7.17% | 0.00% | — | — | — | +0.64 | 13.71 | 73.30% | 50.55% | 25.82% |
| 2018-02 | -2.19% | +9.40% | 0.00% | — | — | — | +0.64 | 13.36 | 72.75% | 50.07% | 25.00% |
| 2018-01 | +2.55% | +11.84% | 0.00% | — | — | — | +0.65 | 13.00 | 72.77% | 48.69% | 24.77% |
| 2017-12 | +1.30% | +9.06% | — | — | — | — | +0.64 | 12.04 | 72.51% | 48.42% | 25.17% |
| 2017-11 | +0.94% | +7.66% | — | — | — | — | +0.65 | 11.24 | 72.95% | 48.49% | 25.27% |
| 2017-10 | +1.88% | +6.66% | — | — | — | — | +0.66 | 10.48 | 72.90% | 48.85% | 25.19% |
| 2017-09 | +0.79% | +4.69% | — | — | — | — | +0.64 | 9.65 | 73.16% | 48.91% | 25.49% |
| 2017-08 | -0.12% | +3.87% | — | — | — | — | +0.65 | 8.94 | 72.93% | 48.55% | 25.17% |
| 2017-07 | +1.75% | +4.00% | — | — | — | — | +0.65 | 8.30 | 72.41% | 48.19% | 24.70% |
| 2017-06 | -0.86% | +2.21% | — | — | — | — | +1.33 | 7.51 | 72.17% | 47.80% | 25.17% |
| 2017-05 | +1.49% | +3.10% | — | — | — | — | +1.96 | 6.25 | 70.24% | 46.56% | 22.88% |
| 2017-04 | +0.99% | +1.58% | — | — | — | — | +0.69 | 4.22 | 72.51% | 48.34% | 24.64% |
| 2017-03 | -0.39% | +0.59% | — | — | — | — | +2.19 | 3.49 | 61.32% | 40.40% | 22.64% |
| 2017-02 | +0.98% | +0.98% | — | — | — | — | +0.91 | 1.32 | 71.97% | 48.48% | 25.00% |
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.