חודשים בטווח
124
מגדל לתגמולים ולפיצויים מסלול לבני 50 ומטה
נתונים היסטוריים מלאים עבור מגדל לתגמולים ולפיצויים מסלול לבני 50 ומטה, 124 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9779 | שם קרן: מגדל לתגמולים ולפיצויים מסלול לבני 50 ומטה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: שלמה אליהו אחזקות בע"מ | חברה מנהלת: מגדל מקפת קרנות פנסיה וקופות גמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מדרגות | תת התמחות: עד 50.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מגדל לתגמולים ולפיצויים מסלול לבני 50 ומטה ישירות למייל.
תשואה חודשית אחרונה
+2.51%
תשואה מצטברת מההתחלה
+114.04%
| 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 | +2.51% | +114.04% | 0.50% | +0.48% | 1.21 | 6.75% | +73.25 | 2371.76 | 60.48% | 43.58% | 17.93% |
| 2026-04 | +4.88% | +108.80% | 0.50% | -0.24% | 1.13 | 6.70% | +17.84 | 2243.85 | 61.12% | 44.20% | 18.33% |
| 2026-03 | -2.82% | +99.09% | 0.50% | -0.48% | 1.00 | 6.46% | +53.39 | 2122.11 | 60.61% | 45.75% | 17.94% |
| 2026-02 | +0.68% | +104.86% | 0.50% | -0.24% | 1.30 | 6.29% | +36.39 | 2130.37 | 60.34% | 46.19% | 20.08% |
| 2026-01 | +2.79% | +103.48% | 0.50% | +0.00% | 1.31 | 6.29% | -21.01 | 2080.77 | 60.03% | 46.42% | 20.10% |
| 2025-12 | +1.25% | +97.96% | 0.49% | -0.12% | 1.22 | 6.22% | +46.59 | 2045.49 | 60.18% | 48.24% | 19.82% |
| 2025-11 | +1.21% | +95.51% | 0.49% | +0.00% | 1.21 | 6.24% | +26.78 | 1975.22 | 59.04% | 49.58% | 20.49% |
| 2025-10 | +1.69% | +93.17% | 0.49% | +0.12% | 1.22 | 6.56% | -27.54 | 1925.66 | 59.52% | 49.62% | 20.32% |
| 2025-09 | +2.34% | +89.96% | 0.49% | -0.12% | 1.17 | 6.55% | +18.54 | 1922.02 | 58.05% | 49.69% | 20.50% |
| 2025-08 | +0.98% | +85.62% | 0.49% | +0.00% | 1.05 | 6.59% | +25.21 | 1861.14 | 56.45% | 49.66% | 20.40% |
| 2025-07 | +0.97% | +83.82% | 0.49% | +0.00% | 1.06 | 6.65% | -15.56 | 1818.79 | 56.27% | 49.48% | 20.08% |
| 2025-06 | +3.95% | +82.05% | 0.49% | +0.00% | 1.08 | 6.74% | +16.06 | 1817.47 | 58.95% | 51.23% | 20.40% |
| 2025-05 | +2.73% | +75.14% | 0.49% | +0.72% | 0.93 | 6.60% | +18.15 | 1733.47 | 56.83% | 53.78% | 22.84% |
| 2025-04 | +1.07% | +70.48% | 0.49% | +0.84% | 0.85 | 6.56% | +3.68 | 1670.39 | 56.59% | 55.62% | 22.68% |
| 2025-03 | -1.39% | +68.68% | 0.49% | +0.96% | 0.89 | 6.90% | +11.27 | 1650.07 | 54.66% | 56.12% | 22.40% |
| 2025-02 | -0.35% | +71.05% | 0.49% | +0.84% | 0.76 | 8.28% | +17.56 | 1662.58 | 55.69% | 54.60% | 21.37% |
| 2025-01 | +1.57% | +71.65% | 0.49% | +1.20% | 0.75 | 8.44% | -13.95 | 1651.67 | 56.84% | 55.96% | 22.44% |
| 2024-12 | +0.83% | +69.00% | 0.48% | +1.08% | 0.71 | 8.43% | +1.65 | 1640.89 | 56.86% | 56.69% | 22.72% |
| 2024-11 | +2.21% | +67.61% | 0.48% | +1.20% | 0.71 | 8.43% | +11.75 | 1626.45 | 56.24% | 57.60% | 24.17% |
| 2024-10 | +0.21% | +63.99% | 0.48% | +1.20% | 0.65 | 8.40% | -31.61 | 1580.37 | 54.44% | 57.64% | 24.80% |
| 2024-09 | +1.81% | +63.64% | 0.48% | +1.20% | 0.68 | 8.41% | +8.23 | 1608.99 | 54.66% | 58.46% | 26.05% |
| 2024-08 | +1.17% | +60.73% | 0.48% | — | 0.60 | 8.39% | +12.59 | 1572.92 | 54.85% | 58.73% | 25.75% |
| 2024-07 | +1.40% | +58.87% | 0.48% | +1.20% | 0.60 | 8.40% | -21.56 | 1542.84 | 55.28% | 59.96% | 26.83% |
| 2024-06 | +0.95% | +56.68% | 0.48% | +1.32% | 0.56 | 8.40% | +9.47 | 1543.34 | 54.23% | 59.06% | 25.85% |
| 2024-05 | +1.35% | +55.21% | 0.48% | +1.08% | 0.57 | 8.43% | +13.38 | 1519.96 | 53.39% | 57.52% | 25.91% |
| 2024-04 | -1.77% | +53.14% | 0.48% | +0.96% | 0.51 | 8.47% | -20.02 | 1487.14 | 53.45% | 56.58% | 25.27% |
| 2024-03 | +2.65% | +55.90% | 0.48% | +0.96% | 0.64 | 8.42% | +8.57 | 1534.60 | 53.53% | 55.34% | 26.07% |
| 2024-02 | +2.39% | +51.87% | 0.48% | +0.96% | 0.56 | 8.37% | +16.42 | 1487.12 | 52.14% | 53.95% | 25.35% |
| 2024-01 | +0.15% | +48.33% | 0.48% | +0.96% | 0.50 | 8.33% | -3.24 | 1436.75 | 50.42% | 53.43% | 25.18% |
| 2023-12 | +2.63% | +48.11% | 0.49% | +0.96% | 0.55 | 8.43% | +18.86 | 1438.62 | 52.01% | 53.76% | 25.01% |
| 2023-11 | +3.51% | +44.31% | 0.49% | +1.20% | 0.42 | 8.53% | +10.13 | 1383.80 | 50.82% | 54.76% | 25.00% |
| 2023-10 | -2.99% | +39.42% | 0.49% | +1.08% | 0.31 | 8.42% | -10.77 | 1327.57 | 50.82% | 57.09% | 27.25% |
| 2023-09 | -1.26% | +43.71% | 0.49% | +0.84% | 0.43 | 8.37% | +19.86 | 1380.17 | 52.54% | 55.68% | 24.04% |
| 2023-08 | -0.19% | +45.55% | 0.49% | +0.72% | 0.52 | 8.34% | +16.11 | 1378.45 | 51.93% | 55.40% | 24.48% |
| 2023-07 | +3.01% | +45.83% | 0.49% | +0.72% | 0.56 | 8.34% | +3.40 | 1365.41 | 52.14% | 54.40% | 24.74% |
| 2023-06 | +1.84% | +41.56% | 0.49% | +0.60% | 0.48 | 8.27% | +17.35 | 1322.92 | 51.78% | 53.92% | 24.38% |
| 2023-05 | +0.63% | +39.01% | 0.49% | +0.48% | 0.42 | 8.25% | +25.54 | 1282.47 | 52.04% | 54.35% | 23.74% |
| 2023-04 | +1.81% | +38.14% | 0.49% | +0.36% | 0.42 | 8.25% | +7.18 | 1249.58 | 51.52% | 53.79% | 23.57% |
| 2023-03 | +0.23% | +35.68% | 0.49% | +0.24% | 0.38 | 8.23% | +27.13 | 1220.93 | 52.09% | 54.50% | 23.97% |
| 2023-02 | -1.74% | +35.37% | 0.49% | +0.36% | 0.37 | 8.26% | +22.17 | 1191.49 | 51.77% | 54.93% | 22.39% |
| 2023-01 | +2.53% | +37.77% | 0.49% | +0.36% | 0.45 | 8.24% | +5.05 | 1190.91 | 50.56% | 51.96% | 21.83% |
| 2022-12 | -1.94% | +34.37% | 0.50% | +0.36% | 0.38 | 8.21% | +37.73 | 1157.16 | 51.87% | 53.74% | 20.05% |
| 2022-11 | +1.02% | +37.03% | 0.50% | +0.48% | 0.49 | 8.14% | +16.87 | 1142.25 | 53.35% | 53.47% | 20.27% |
| 2022-10 | +2.52% | +35.64% | 0.50% | +0.12% | 0.47 | 8.13% | +8.84 | 1114.40 | 53.27% | 52.58% | 20.05% |
| 2022-09 | -4.51% | +32.31% | 0.50% | +0.24% | 0.40 | 8.09% | +24.87 | 1078.99 | 52.67% | 52.45% | 19.01% |
| 2022-08 | -1.29% | +38.56% | 0.50% | +0.36% | 0.64 | 7.78% | +44.19 | 1105.18 | 54.89% | 52.45% | 19.55% |
| 2022-07 | +3.46% | +40.37% | 0.50% | +0.24% | 0.71 | 7.74% | +15.40 | 1075.93 | 54.45% | 53.52% | 21.39% |
| 2022-06 | -2.64% | +35.67% | 0.50% | +0.12% | 0.60 | 7.63% | +30.62 | 1025.23 | 53.59% | 54.24% | 20.39% |
| 2022-05 | -2.69% | +39.35% | 0.50% | +0.48% | 0.74 | 7.52% | +26.72 | 1022.10 | 54.63% | 54.02% | 20.36% |
| 2022-04 | -1.57% | +43.20% | 0.50% | +0.48% | 0.91 | 7.39% | +5.35 | 1023.24 | 54.17% | 52.19% | 20.81% |
| 2022-03 | +0.85% | +45.49% | 0.50% | +0.48% | 1.02 | 7.33% | +24.46 | 1034.56 | 54.51% | 51.59% | 21.60% |
| 2022-02 | -0.62% | +44.26% | 0.50% | +0.36% | 0.99 | 7.33% | +20.87 | 1001.83 | 55.67% | 54.08% | 23.05% |
| 2022-01 | -2.12% | +45.16% | 0.50% | +0.60% | 1.05 | 7.31% | +1.11 | 987.69 | 55.36% | 54.12% | 22.39% |
| 2021-12 | +2.19% | +48.31% | 0.51% | +1.08% | 1.18 | 7.22% | +17.37 | 1008.26 | 54.24% | 52.08% | 21.54% |
| 2021-11 | -0.15% | +45.13% | 0.51% | +0.84% | 1.11 | 7.18% | +10.64 | 969.87 | 54.34% | 51.98% | 20.70% |
| 2021-10 | +2.52% | +45.35% | 0.51% | +0.96% | 1.13 | 7.18% | -0.21 | 961.17 | 52.72% | 50.73% | 21.66% |
| 2021-09 | -0.65% | +41.77% | 0.51% | +0.84% | 1.04 | 7.14% | +6.75 | 938.34 | 53.65% | 51.94% | 21.68% |
| 2021-08 | +1.67% | +42.70% | 0.51% | +1.08% | 1.07 | 7.14% | +16.47 | 938.10 | 53.77% | 52.11% | 22.60% |
| 2021-07 | +0.61% | +40.36% | 0.51% | +1.08% | 1.00 | 7.13% | +4.19 | 906.67 | 54.28% | 52.54% | 22.50% |
| 2021-06 | +0.68% | +39.51% | 0.51% | +0.96% | 1.01 | 7.17% | +21.98 | 897.30 | 54.05% | 52.53% | 22.60% |
| 2021-05 | +1.38% | +38.56% | 0.51% | +0.84% | 0.98 | 7.18% | +10.83 | 869.70 | 52.67% | 51.08% | 23.98% |
| 2021-04 | +2.02% | +36.68% | 0.51% | +0.84% | 0.94 | 7.17% | -3.40 | 847.42 | 52.12% | 50.68% | 23.32% |
| 2021-03 | +1.93% | +33.97% | 0.51% | +0.72% | 0.88 | 7.14% | +4.52 | 834.39 | 52.37% | 50.75% | 23.79% |
| 2021-02 | +0.92% | +31.43% | 0.51% | +0.84% | 0.82 | 7.12% | +3.35 | 814.40 | 51.60% | 50.22% | 22.34% |
| 2021-01 | +1.12% | +30.24% | 0.51% | +0.36% | 0.77 | 7.15% | -8.25 | 804.04 | 49.70% | 48.79% | 22.97% |
| 2020-12 | +2.05% | +28.79% | 0.51% | — | — | — | +3.13 | 803.65 | 51.18% | 50.08% | 24.19% |
| 2020-11 | +5.24% | +26.21% | 0.51% | — | — | — | +6.15 | 784.73 | 48.98% | 48.60% | 24.28% |
| 2020-10 | +0.29% | +19.92% | 0.51% | — | — | — | -3.99 | 740.05 | 47.91% | 49.94% | 22.77% |
| 2020-09 | -1.58% | +19.58% | 0.51% | — | — | — | +4.38 | 742.08 | 46.34% | 48.32% | 23.38% |
| 2020-08 | +2.73% | +21.50% | 0.51% | — | — | — | +8.12 | 749.86 | 48.26% | 48.26% | 23.50% |
| 2020-07 | +3.16% | +18.27% | 0.51% | — | — | — | -0.69 | 722.24 | 48.52% | 48.15% | 22.63% |
| 2020-06 | -0.22% | +14.64% | 0.51% | — | — | — | +2.76 | 701.13 | 47.10% | 46.85% | 21.75% |
| 2020-05 | +1.98% | +14.90% | 0.51% | — | — | — | +6.89 | 700.24 | 45.00% | 45.69% | 22.76% |
| 2020-04 | +5.50% | +12.67% | 0.51% | — | — | — | -6.07 | 680.06 | 43.15% | 43.15% | 21.21% |
| 2020-03 | -9.64% | +6.79% | 0.51% | — | — | — | -1.09 | 650.83 | 43.03% | 42.57% | 22.75% |
| 2020-02 | -3.13% | +18.19% | 0.51% | — | — | — | +4.94 | 721.96 | 44.45% | 43.03% | 20.33% |
| 2020-01 | +0.33% | +22.00% | 0.51% | — | — | — | -3.01 | 740.66 | 44.35% | 42.55% | 21.25% |
| 2019-12 | +0.97% | +21.60% | 0.50% | — | — | — | +13.16 | 741.55 | 45.85% | 44.19% | 22.03% |
| 2019-11 | +1.00% | +20.43% | 0.50% | — | — | — | +8.03 | 721.64 | 45.04% | 42.70% | 23.89% |
| 2019-10 | +1.39% | +19.24% | 0.50% | — | — | — | +0.54 | 706.45 | 44.32% | 42.34% | 22.99% |
| 2019-09 | +1.25% | +17.61% | 0.50% | — | — | — | +14.38 | 696.64 | 42.62% | 38.89% | 22.58% |
| 2019-08 | -0.62% | +16.16% | 0.50% | — | — | — | +10.52 | 674.05 | 42.00% | 39.80% | 23.37% |
| 2019-07 | +0.41% | +16.88% | 0.50% | — | — | — | +4.00 | 667.92 | 42.23% | 39.68% | 23.41% |
| 2019-06 | +2.17% | +16.40% | 0.50% | — | — | — | +8.72 | 661.46 | 41.69% | 38.94% | 23.84% |
| 2019-05 | -1.53% | +13.93% | 0.50% | — | — | — | +10.63 | 639.10 | 40.85% | 38.21% | 22.70% |
| 2019-04 | +1.62% | +15.70% | 0.50% | — | — | — | -0.64 | 638.52 | 42.68% | 39.58% | 23.92% |
| 2019-03 | +0.82% | +13.86% | 0.50% | — | — | — | +17.02 | 526.69 | 42.53% | 40.06% | 23.61% |
| 2019-02 | +1.19% | +12.93% | 0.50% | — | — | — | +17.03 | 505.45 | 42.55% | 39.36% | 23.67% |
| 2019-01 | +3.37% | +11.60% | 0.50% | — | — | — | +11.24 | 482.83 | 44.29% | 40.77% | 23.25% |
| 2018-12 | -3.18% | +7.96% | 0.53% | — | — | — | +29.82 | 456.43 | 44.03% | 40.89% | 23.27% |
| 2018-11 | +0.45% | +11.51% | 0.53% | — | — | — | +18.77 | 441.07 | 44.61% | 40.60% | 24.01% |
| 2018-10 | -2.37% | +11.01% | 0.53% | — | — | — | +16.29 | 420.57 | 44.87% | 41.70% | 22.82% |
| 2018-09 | +0.15% | +13.71% | 0.53% | — | — | — | +10.76 | 414.26 | 42.60% | 39.41% | 23.10% |
| 2018-08 | +1.03% | +13.53% | 0.53% | — | — | — | +15.81 | 402.99 | 43.86% | 39.45% | 22.74% |
| 2018-07 | +1.56% | +12.38% | 0.53% | — | — | — | +13.62 | 383.32 | 43.84% | 39.72% | 22.87% |
| 2018-06 | +0.00% | +10.65% | 0.53% | — | — | — | +15.62 | 364.14 | 42.85% | 39.11% | 22.84% |
| 2018-05 | +0.43% | +10.65% | 0.53% | — | — | — | +25.98 | 348.78 | 45.18% | 39.72% | 22.39% |
| 2018-04 | +1.06% | +10.18% | 0.53% | — | — | — | +12.99 | 321.61 | 45.34% | 39.82% | 23.16% |
| 2018-03 | -1.08% | +9.02% | 0.53% | — | — | — | +17.75 | 305.51 | 45.71% | 39.63% | 23.14% |
| 2018-02 | -1.40% | +10.21% | 0.53% | — | — | — | +24.80 | 291.10 | 45.59% | 39.41% | 21.88% |
| 2018-01 | +1.66% | +11.78% | 0.53% | — | — | — | +17.99 | 270.15 | 44.26% | 36.50% | 20.95% |
| 2017-12 | +0.64% | +9.95% | 0.47% | — | — | — | +13.73 | 248.17 | 44.03% | 35.77% | 20.91% |
| 2017-11 | +0.57% | +9.25% | 0.47% | — | — | — | +13.87 | 233.02 | 44.01% | 35.87% | 20.97% |
| 2017-10 | +1.31% | +8.63% | 0.47% | — | — | — | +4.33 | 217.94 | 43.85% | 35.72% | 20.92% |
| 2017-09 | +0.30% | +7.23% | 0.47% | — | — | — | +10.15 | 210.95 | 44.27% | 35.89% | 21.01% |
| 2017-08 | +0.12% | +6.91% | 0.47% | — | — | — | +14.17 | 200.32 | 44.67% | 36.34% | 21.03% |
| 2017-07 | +1.45% | +6.78% | 0.47% | — | — | — | +11.00 | 185.96 | 44.67% | 35.99% | 21.04% |
| 2017-06 | -0.78% | +5.25% | 0.47% | — | — | — | +11.41 | 172.56 | 44.74% | 35.78% | 20.89% |
| 2017-05 | +1.30% | +6.08% | 0.47% | — | — | — | +11.40 | 162.56 | 44.42% | 35.39% | 20.75% |
| 2017-04 | +1.04% | +4.72% | 0.47% | — | — | — | +10.83 | 149.27 | 44.32% | 35.43% | 20.73% |
| 2017-03 | +0.31% | +3.64% | 0.47% | — | — | — | +16.00 | 137.03 | 43.53% | 34.63% | 20.51% |
| 2017-02 | +0.78% | +3.32% | 0.47% | — | — | — | +19.24 | 120.75 | 43.55% | 34.96% | 20.79% |
| 2017-01 | -0.24% | +2.52% | 0.47% | — | — | — | +28.39 | 100.82 | 44.35% | 34.89% | 19.76% |
| 2016-12 | +0.96% | +2.77% | — | — | — | — | +10.32 | 72.80 | 43.38% | 34.16% | 19.09% |
| 2016-11 | +0.33% | +1.79% | — | — | — | — | +10.10 | 61.88 | 44.26% | 33.81% | 19.76% |
| 2016-10 | -0.26% | +1.46% | — | — | — | — | +1.97 | 51.63 | 43.66% | 33.57% | 19.79% |
| 2016-09 | -0.66% | +1.72% | — | — | — | — | +10.19 | 49.82 | 43.48% | 34.04% | 19.59% |
| 2016-08 | -0.38% | +2.40% | — | — | — | — | +10.10 | 39.95 | 43.45% | 32.79% | 19.70% |
| 2016-07 | +2.13% | +2.79% | — | — | — | — | +10.54 | 30.00 | 40.33% | 26.20% | 17.23% |
| 2016-06 | -0.56% | +0.64% | — | — | — | — | +4.83 | 19.04 | 43.12% | 28.68% | 18.70% |
| 2016-05 | +0.34% | +1.21% | — | — | — | — | +3.53 | 14.31 | 43.89% | 28.93% | 19.50% |
| 2016-04 | +0.83% | +0.87% | — | — | — | — | +3.17 | 10.72 | 41.23% | 23.88% | 19.59% |
| 2016-03 | +1.15% | +0.04% | — | — | — | — | +3.22 | 7.48 | 42.38% | 24.47% | 17.38% |
| 2016-02 | -1.10% | -1.10% | — | — | — | — | +1.89 | 4.23 | 40.90% | 24.35% | 17.97% |
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.