חודשים בטווח
124
מגדל לתגמולים ולפיצויים מסלול לבני 50 עד 60
נתונים היסטוריים מלאים עבור מגדל לתגמולים ולפיצויים מסלול לבני 50 עד 60, 124 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9780 | שם קרן: מגדל לתגמולים ולפיצויים מסלול לבני 50 עד 60 | 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: 50-60.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מגדל לתגמולים ולפיצויים מסלול לבני 50 עד 60 ישירות למייל.
תשואה חודשית אחרונה
+2.14%
תשואה מצטברת מההתחלה
+97.69%
| 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% | +97.69% | 0.49% | +0.72% | 1.21 | 5.64% | +129.92 | 4687.65 | 50.90% | 39.82% | 17.92% |
| 2026-04 | +4.03% | +93.55% | 0.49% | +0.24% | 1.15 | 5.61% | +84.69 | 4465.32 | 51.26% | 40.91% | 18.26% |
| 2026-03 | -2.36% | +86.05% | 0.49% | +0.12% | 1.01 | 5.42% | +114.32 | 4210.55 | 50.63% | 42.18% | 17.97% |
| 2026-02 | +0.66% | +90.55% | 0.49% | +0.24% | 1.33 | 5.27% | +68.44 | 4201.45 | 50.45% | 42.16% | 19.95% |
| 2026-01 | +2.35% | +89.30% | 0.49% | +0.48% | 1.33 | 5.27% | +27.93 | 4107.71 | 50.20% | 42.40% | 19.97% |
| 2025-12 | +1.08% | +84.95% | 0.49% | +0.36% | 1.24 | 5.22% | +62.87 | 3984.26 | 50.68% | 44.51% | 19.77% |
| 2025-11 | +1.15% | +82.98% | 0.49% | +0.48% | 1.24 | 5.24% | +15.84 | 3881.75 | 49.38% | 45.65% | 20.55% |
| 2025-10 | +1.44% | +80.90% | 0.49% | +0.60% | 1.25 | 5.48% | +1.51 | 3823.49 | 49.57% | 45.13% | 20.08% |
| 2025-09 | +2.05% | +78.33% | 0.49% | +0.48% | 1.19 | 5.48% | +12.38 | 3769.51 | 48.43% | 45.51% | 20.40% |
| 2025-08 | +0.96% | +74.75% | 0.49% | +0.48% | 1.07 | 5.52% | +23.75 | 3684.29 | 46.85% | 45.42% | 20.31% |
| 2025-07 | +0.84% | +73.09% | 0.49% | +0.48% | 1.08 | 5.57% | +10.59 | 3627.01 | 46.62% | 45.72% | 20.10% |
| 2025-06 | +3.38% | +71.64% | 0.49% | +0.48% | 1.10 | 5.63% | +20.76 | 3587.63 | 48.79% | 47.08% | 20.02% |
| 2025-05 | +2.12% | +66.03% | 0.49% | +1.08% | 0.95 | 5.51% | +21.70 | 3451.40 | 46.78% | 49.56% | 22.50% |
| 2025-04 | +1.00% | +62.59% | 0.49% | +1.20% | 0.89 | 5.49% | -32.39 | 3359.66 | 46.63% | 51.33% | 22.39% |
| 2025-03 | -0.96% | +60.98% | 0.49% | +1.32% | 0.92 | 5.80% | +36.86 | 3361.21 | 44.67% | 51.72% | 21.96% |
| 2025-02 | -0.17% | +62.54% | 0.49% | +1.08% | 0.76 | 7.12% | +3.44 | 3358.09 | 45.87% | 50.25% | 21.16% |
| 2025-01 | +1.28% | +62.81% | 0.49% | +1.44% | 0.76 | 7.22% | +6.79 | 3361.82 | 46.84% | 51.34% | 22.48% |
| 2024-12 | +0.79% | +60.75% | 0.49% | +1.32% | 0.72 | 7.22% | +7.43 | 3313.84 | 46.59% | 52.04% | 22.59% |
| 2024-11 | +1.92% | +59.49% | 0.49% | +1.44% | 0.72 | 7.22% | -1.30 | 3281.82 | 46.13% | 52.72% | 23.59% |
| 2024-10 | +0.18% | +56.49% | 0.49% | +1.44% | 0.66 | 7.19% | -9.24 | 3222.83 | 44.67% | 52.75% | 24.36% |
| 2024-09 | +1.66% | +56.21% | 0.49% | +1.32% | 0.69 | 7.19% | +15.86 | 3227.53 | 44.85% | 53.55% | 25.32% |
| 2024-08 | +1.04% | +53.66% | 0.49% | — | 0.61 | 7.18% | +11.95 | 3160.27 | 45.22% | 54.02% | 25.31% |
| 2024-07 | +1.33% | +52.08% | 0.49% | +1.44% | 0.61 | 7.19% | -8.40 | 3117.05 | 45.55% | 55.36% | 26.50% |
| 2024-06 | +0.83% | +50.08% | 0.49% | +1.44% | 0.58 | 7.18% | +14.39 | 3085.51 | 44.35% | 54.39% | 25.69% |
| 2024-05 | +1.12% | +48.85% | 0.49% | +1.32% | 0.58 | 7.20% | +20.51 | 3047.13 | 43.50% | 52.57% | 25.24% |
| 2024-04 | -1.47% | +47.20% | 0.49% | +1.32% | 0.53 | 7.23% | +10.56 | 2994.34 | 43.51% | 51.69% | 24.66% |
| 2024-03 | +2.38% | +49.39% | 0.49% | +1.20% | 0.66 | 7.19% | +12.90 | 3029.57 | 44.04% | 51.27% | 25.27% |
| 2024-02 | +2.00% | +45.92% | 0.49% | +1.20% | 0.58 | 7.14% | +21.38 | 2947.45 | 43.02% | 50.28% | 24.59% |
| 2024-01 | +0.12% | +43.06% | 0.49% | +1.32% | 0.53 | 7.11% | +13.74 | 2869.85 | 41.51% | 49.87% | 24.46% |
| 2023-12 | +2.37% | +42.89% | 0.50% | +1.20% | 0.58 | 7.19% | +47.28 | 2853.90 | 41.56% | 49.79% | 24.08% |
| 2023-11 | +3.08% | +39.58% | 0.50% | +1.44% | 0.45 | 7.26% | +17.03 | 2742.43 | 40.64% | 51.00% | 24.21% |
| 2023-10 | -2.69% | +35.41% | 0.50% | +1.32% | 0.34 | 7.16% | +16.74 | 2644.91 | 40.61% | 53.28% | 25.97% |
| 2023-09 | -1.09% | +39.15% | 0.50% | +1.20% | 0.48 | 7.10% | +12.97 | 2702.48 | 42.22% | 51.87% | 23.30% |
| 2023-08 | +0.04% | +40.69% | 0.50% | +1.08% | 0.57 | 7.07% | +22.93 | 2720.37 | 40.99% | 50.57% | 23.45% |
| 2023-07 | +2.50% | +40.63% | 0.50% | +0.96% | 0.60 | 7.07% | +24.48 | 2697.25 | 41.12% | 49.26% | 23.86% |
| 2023-06 | +1.45% | +37.20% | 0.50% | +0.84% | 0.52 | 7.02% | +20.38 | 2608.42 | 40.74% | 48.54% | 23.55% |
| 2023-05 | +0.80% | +35.24% | 0.50% | +0.72% | 0.47 | 7.00% | +29.68 | 2551.99 | 40.63% | 48.63% | 22.99% |
| 2023-04 | +1.54% | +34.16% | 0.50% | +0.72% | 0.46 | 7.00% | +27.35 | 2503.35 | 39.85% | 47.74% | 22.54% |
| 2023-03 | +0.23% | +32.13% | 0.50% | +0.48% | 0.42 | 6.99% | +33.02 | 2439.43 | 40.08% | 49.23% | 22.78% |
| 2023-02 | -1.55% | +31.83% | 0.50% | +0.72% | 0.42 | 7.00% | +30.30 | 2400.29 | 40.11% | 50.09% | 21.62% |
| 2023-01 | +2.19% | +33.90% | 0.50% | +0.72% | 0.50 | 6.99% | +32.65 | 2408.59 | 40.13% | 48.18% | 20.72% |
| 2022-12 | -1.51% | +31.03% | 0.52% | +0.60% | 0.43 | 6.95% | +45.81 | 2325.79 | 40.60% | 49.83% | 19.38% |
| 2022-11 | +0.90% | +33.04% | 0.52% | +0.72% | 0.54 | 6.90% | +32.73 | 2315.93 | 41.42% | 48.78% | 19.46% |
| 2022-10 | +1.97% | +31.85% | 0.52% | +0.48% | 0.52 | 6.90% | +23.07 | 2263.78 | 40.48% | 47.83% | 19.83% |
| 2022-09 | -3.76% | +29.31% | 0.52% | +0.48% | 0.46 | 6.87% | +46.35 | 2198.14 | 40.73% | 48.30% | 18.78% |
| 2022-08 | -1.30% | +34.36% | 0.52% | +0.60% | 0.70 | 6.61% | +80.48 | 2238.22 | 42.45% | 47.65% | 19.07% |
| 2022-07 | +2.76% | +36.13% | 0.52% | +0.48% | 0.79 | 6.56% | +62.09 | 2188.00 | 42.11% | 48.59% | 21.16% |
| 2022-06 | -1.96% | +32.47% | 0.52% | +0.36% | 0.69 | 6.49% | +48.48 | 2068.68 | 41.51% | 49.81% | 20.30% |
| 2022-05 | -2.23% | +35.12% | 0.52% | +0.60% | 0.80 | 6.42% | +19.33 | 2060.98 | 43.19% | 50.07% | 20.62% |
| 2022-04 | -1.12% | +38.20% | 0.52% | +0.60% | 0.98 | 6.31% | +20.57 | 2089.01 | 42.79% | 48.08% | 21.05% |
| 2022-03 | +0.69% | +39.77% | 0.52% | +0.60% | 1.07 | 6.27% | +25.81 | 2092.76 | 43.34% | 47.53% | 21.56% |
| 2022-02 | -0.56% | +38.81% | 0.52% | +0.48% | 1.05 | 6.27% | +22.35 | 2053.46 | 43.96% | 48.54% | 22.15% |
| 2022-01 | -1.79% | +39.59% | 0.52% | +0.60% | 1.11 | 6.25% | +17.20 | 2043.51 | 45.20% | 49.72% | 21.27% |
| 2021-12 | +1.77% | +42.14% | 0.49% | +0.84% | 1.24 | 6.17% | +20.16 | 2064.16 | 44.27% | 47.54% | 20.68% |
| 2021-11 | +0.17% | +39.66% | 0.49% | +0.72% | 1.18 | 6.14% | +11.83 | 2009.26 | 44.09% | 47.19% | 19.52% |
| 2021-10 | +2.05% | +39.43% | 0.49% | +0.84% | 1.18 | 6.15% | +16.84 | 1995.06 | 43.16% | 46.67% | 21.11% |
| 2021-09 | -0.41% | +36.63% | 0.49% | +0.72% | 1.09 | 6.12% | +7.79 | 1939.16 | 43.40% | 47.44% | 21.14% |
| 2021-08 | +1.63% | +37.19% | 0.49% | +0.84% | 1.11 | 6.12% | +13.30 | 1940.17 | 43.68% | 47.60% | 21.56% |
| 2021-07 | +0.56% | +34.99% | 0.49% | +0.84% | 1.04 | 6.11% | +8.39 | 1896.70 | 44.08% | 48.06% | 21.65% |
| 2021-06 | +0.76% | +34.24% | 0.49% | +0.72% | 1.04 | 6.14% | +7.67 | 1878.53 | 43.92% | 47.87% | 21.62% |
| 2021-05 | +1.46% | +33.22% | 0.49% | +0.60% | 1.01 | 6.15% | -4.63 | 1857.59 | 42.95% | 47.88% | 22.65% |
| 2021-04 | +1.64% | +31.31% | 0.49% | +0.60% | 0.95 | 6.13% | +8.77 | 1836.35 | 42.17% | 46.95% | 21.80% |
| 2021-03 | +1.82% | +29.19% | 0.49% | +0.36% | 0.89 | 6.11% | +0.28 | 1798.82 | 42.19% | 47.10% | 21.47% |
| 2021-02 | +0.69% | +26.88% | 0.49% | +0.48% | 0.83 | 6.08% | +6.95 | 1767.11 | 41.68% | 46.65% | 21.09% |
| 2021-01 | +1.09% | +26.01% | 0.49% | +0.00% | 0.79 | 6.11% | -3.37 | 1748.87 | 39.73% | 45.72% | 21.98% |
| 2020-12 | +1.80% | +24.65% | 0.47% | — | — | — | -3.58 | 1734.16 | 40.73% | 47.19% | 23.38% |
| 2020-11 | +4.28% | +22.45% | 0.47% | — | — | — | -5.97 | 1707.76 | 38.01% | 45.28% | 22.97% |
| 2020-10 | +0.27% | +17.42% | 0.47% | — | — | — | -7.64 | 1644.18 | 36.93% | 45.68% | 21.32% |
| 2020-09 | -1.33% | +17.11% | 0.47% | — | — | — | +6.15 | 667.38 | 36.90% | 45.00% | 22.00% |
| 2020-08 | +2.36% | +18.68% | 0.47% | — | — | — | +5.15 | 670.35 | 38.15% | 45.05% | 22.41% |
| 2020-07 | +2.53% | +15.95% | 0.47% | — | — | — | +1.28 | 650.09 | 37.58% | 44.17% | 20.66% |
| 2020-06 | -0.11% | +13.09% | 0.47% | — | — | — | +10.92 | 632.82 | 35.32% | 42.76% | 19.84% |
| 2020-05 | +1.79% | +13.21% | 0.47% | — | — | — | +12.69 | 622.90 | 35.35% | 42.17% | 20.55% |
| 2020-04 | +4.81% | +11.22% | 0.47% | — | — | — | +2.30 | 599.47 | 33.56% | 39.62% | 19.89% |
| 2020-03 | -8.65% | +6.12% | 0.47% | — | — | — | -7.45 | 570.07 | 33.34% | 38.94% | 20.04% |
| 2020-02 | -2.26% | +16.16% | 0.47% | — | — | — | +8.72 | 632.41 | 33.71% | 38.42% | 18.59% |
| 2020-01 | +0.34% | +18.85% | 0.47% | — | — | — | +4.84 | 638.60 | 34.02% | 38.03% | 19.10% |
| 2019-12 | +0.84% | +18.45% | 0.48% | — | — | — | +7.50 | 631.85 | 35.83% | 40.06% | 20.08% |
| 2019-11 | +0.82% | +17.46% | 0.48% | — | — | — | +7.40 | 619.33 | 34.93% | 38.39% | 20.53% |
| 2019-10 | +1.16% | +16.51% | 0.48% | — | — | — | +12.15 | 607.18 | 34.14% | 37.90% | 19.85% |
| 2019-09 | +1.04% | +15.17% | 0.48% | — | — | — | +10.65 | 588.48 | 32.49% | 34.47% | 19.40% |
| 2019-08 | -0.31% | +13.98% | 0.48% | — | — | — | +19.48 | 572.10 | 31.63% | 34.63% | 19.80% |
| 2019-07 | +0.51% | +14.34% | 0.48% | — | — | — | +15.92 | 554.48 | 31.86% | 35.02% | 19.93% |
| 2019-06 | +1.85% | +13.76% | 0.48% | — | — | — | +18.84 | 536.00 | 31.39% | 34.33% | 20.15% |
| 2019-05 | -1.11% | +11.69% | 0.48% | — | — | — | +12.94 | 507.91 | 31.25% | 34.23% | 19.53% |
| 2019-04 | +1.34% | +12.95% | 0.48% | — | — | — | +15.22 | 500.72 | 32.67% | 35.10% | 20.93% |
| 2019-03 | +0.83% | +11.45% | 0.48% | — | — | — | +16.29 | 479.21 | 32.49% | 35.64% | 19.84% |
| 2019-02 | +1.08% | +10.54% | 0.48% | — | — | — | +12.21 | 459.21 | 32.63% | 35.17% | 19.73% |
| 2019-01 | +2.84% | +9.35% | 0.48% | — | — | — | +18.49 | 442.39 | 33.55% | 35.83% | 19.50% |
| 2018-12 | -2.46% | +6.33% | 0.51% | — | — | — | +31.90 | 412.16 | 33.66% | 36.19% | 19.55% |
| 2018-11 | +0.25% | +9.02% | 0.51% | — | — | — | +19.47 | 390.20 | 34.37% | 36.49% | 19.75% |
| 2018-10 | -1.96% | +8.74% | 0.51% | — | — | — | +23.18 | 369.98 | 34.64% | 37.65% | 18.41% |
| 2018-09 | +0.09% | +10.92% | 0.51% | — | — | — | +13.69 | 354.01 | 33.32% | 36.67% | 18.96% |
| 2018-08 | +0.77% | +10.82% | 0.51% | — | — | — | +13.04 | 340.09 | 33.88% | 37.04% | 19.15% |
| 2018-07 | +1.28% | +9.97% | 0.51% | — | — | — | +13.14 | 324.59 | 33.72% | 36.96% | 18.80% |
| 2018-06 | -0.13% | +8.58% | 0.51% | — | — | — | +16.77 | 307.61 | 33.46% | 37.06% | 19.25% |
| 2018-05 | +0.20% | +8.72% | 0.51% | — | — | — | +22.87 | 291.44 | 33.34% | 35.69% | 18.47% |
| 2018-04 | +0.85% | +8.51% | 0.51% | — | — | — | +8.83 | 268.17 | 34.72% | 36.78% | 19.27% |
| 2018-03 | -0.76% | +7.59% | 0.51% | — | — | — | +12.67 | 257.22 | 35.05% | 36.02% | 18.95% |
| 2018-02 | -1.21% | +8.42% | 0.51% | — | — | — | +12.07 | 246.56 | 34.71% | 35.76% | 17.35% |
| 2018-01 | +1.27% | +9.74% | 0.51% | — | — | — | +11.37 | 237.43 | 33.32% | 32.69% | 17.26% |
| 2017-12 | +0.59% | +8.37% | 0.37% | — | — | — | +4.34 | 223.31 | 32.84% | 30.48% | 17.27% |
| 2017-11 | +0.56% | +7.73% | 0.37% | — | — | — | +7.33 | 217.78 | 32.69% | 30.15% | 17.44% |
| 2017-10 | +1.08% | +7.13% | 0.37% | — | — | — | +7.56 | 209.35 | 32.73% | 29.83% | 16.97% |
| 2017-09 | +0.19% | +5.99% | 0.37% | — | — | — | +8.63 | 199.70 | 33.30% | 30.48% | 17.33% |
| 2017-08 | +0.28% | +5.79% | 0.37% | — | — | — | +13.66 | 190.83 | 33.54% | 30.59% | 17.13% |
| 2017-07 | +1.21% | +5.49% | 0.37% | — | — | — | +6.27 | 176.70 | 33.03% | 30.40% | 17.01% |
| 2017-06 | -0.69% | +4.23% | 0.37% | — | — | — | +8.38 | 168.37 | 33.47% | 30.40% | 16.89% |
| 2017-05 | +1.13% | +4.95% | 0.37% | — | — | — | +11.72 | 161.21 | 32.44% | 29.30% | 16.38% |
| 2017-04 | +0.97% | +3.78% | 0.37% | — | — | — | +3.79 | 147.85 | 33.10% | 30.22% | 16.93% |
| 2017-03 | +0.32% | +2.78% | 0.37% | — | — | — | +9.52 | 142.73 | 32.35% | 29.47% | 16.75% |
| 2017-02 | +0.60% | +2.46% | 0.37% | — | — | — | +11.31 | 132.86 | 32.00% | 29.37% | 16.94% |
| 2017-01 | -0.18% | +1.84% | 0.37% | — | — | — | +29.49 | 120.90 | 32.75% | 29.43% | 16.09% |
| 2016-12 | +0.86% | +2.03% | — | — | — | — | +5.55 | 91.74 | 31.93% | 28.96% | 15.52% |
| 2016-11 | +0.02% | +1.16% | — | — | — | — | +10.27 | 85.50 | 30.78% | 27.82% | 15.63% |
| 2016-10 | -0.20% | +1.14% | — | — | — | — | +6.78 | 75.24 | 31.38% | 27.76% | 15.32% |
| 2016-09 | -0.63% | +1.34% | — | — | — | — | +4.78 | 68.64 | 32.69% | 29.22% | 15.73% |
| 2016-08 | -0.36% | +1.98% | — | — | — | — | +11.02 | 64.30 | 32.01% | 27.93% | 15.71% |
| 2016-07 | +1.70% | +2.35% | — | — | — | — | +12.33 | 53.51 | 31.70% | 22.07% | 14.88% |
| 2016-06 | -0.33% | +0.64% | — | — | — | — | +11.69 | 40.46 | 30.40% | 21.75% | 13.74% |
| 2016-05 | +0.21% | +0.97% | — | — | — | — | +6.70 | 28.87 | 31.69% | 22.76% | 15.00% |
| 2016-04 | +0.77% | +0.76% | — | — | — | — | -0.79 | 22.10 | 30.59% | 18.10% | 15.88% |
| 2016-03 | +0.85% | -0.01% | — | — | — | — | +7.37 | 22.76 | 27.11% | 16.12% | 12.21% |
| 2016-02 | -0.85% | -0.85% | — | — | — | — | +9.84 | 15.27 | 29.86% | 18.07% | 12.77% |
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.