חודשים בטווח
124
מחוג מסלול לבני 60 ומעלה
נתונים היסטוריים מלאים עבור מחוג מסלול לבני 60 ומעלה, 124 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7207 | שם קרן: מחוג מסלול לבני 60 ומעלה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: אחר | חברה מנהלת: מחוג - מינהל גמל לעובדי חברת חשמל לישראל בע"מ | אוכלוסיית יעד: עובדי מפעל/גוף מסויים | התמחות: מדרגות | תת התמחות: 60 ומעלה.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מחוג מסלול לבני 60 ומעלה ישירות למייל.
תשואה חודשית אחרונה
+1.34%
תשואה מצטברת מההתחלה
+62.27%
| 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 | +1.34% | +62.27% | 0.25% | +0.24% | 0.88 | 3.68% | +1.00 | 127.83 | 32.50% | 27.04% | 14.91% |
| 2026-04 | +2.37% | +60.12% | 0.25% | +0.00% | 0.82 | 3.67% | +0.31 | 125.18 | 31.44% | 26.96% | 15.29% |
| 2026-03 | -1.72% | +56.41% | 0.25% | -0.12% | 0.69 | 3.57% | +3.08 | 122.02 | 28.56% | 26.56% | 15.56% |
| 2026-02 | +0.57% | +59.15% | 0.25% | +0.12% | 1.04 | 3.46% | +0.66 | 121.07 | 29.48% | 28.31% | 16.65% |
| 2026-01 | +1.15% | +58.25% | 0.25% | +0.24% | 1.03 | 3.46% | +0.48 | 119.75 | 28.99% | 27.66% | 16.91% |
| 2025-12 | +0.38% | +56.45% | 0.24% | +0.12% | 0.98 | 3.45% | +0.06 | 117.93 | 28.93% | 28.24% | 17.55% |
| 2025-11 | +0.62% | +55.86% | 0.24% | +0.24% | 1.01 | 3.46% | -1.96 | 117.45 | 28.85% | 28.91% | 18.31% |
| 2025-10 | +1.19% | +54.90% | 0.24% | +0.24% | 1.05 | 3.58% | -1.78 | 118.70 | 29.33% | 29.46% | 18.09% |
| 2025-09 | +1.38% | +53.08% | 0.24% | +0.12% | 0.97 | 3.57% | -0.32 | 119.08 | 29.24% | 29.22% | 17.99% |
| 2025-08 | +0.83% | +50.99% | 0.24% | +0.12% | 0.84 | 3.61% | -2.46 | 117.82 | 28.82% | 28.80% | 17.80% |
| 2025-07 | +0.81% | +49.75% | 0.24% | +0.12% | 0.85 | 3.67% | -3.49 | 119.31 | 27.70% | 27.31% | 18.67% |
| 2025-06 | +1.84% | +48.55% | 0.24% | +0.12% | 0.85 | 3.69% | +2.72 | 121.83 | 26.10% | 26.36% | 18.66% |
| 2025-05 | +1.03% | +45.86% | 0.24% | +0.24% | 0.71 | 3.67% | -2.27 | 116.95 | 26.28% | 28.19% | 20.01% |
| 2025-04 | +0.54% | +44.37% | 0.24% | +0.12% | 0.66 | 3.66% | +3.03 | 118.05 | 25.92% | 28.31% | 20.26% |
| 2025-03 | -0.38% | +43.60% | 0.24% | +0.24% | 0.72 | 3.88% | +4.06 | 114.36 | 25.45% | 29.14% | 19.82% |
| 2025-02 | +0.05% | +44.15% | 0.24% | -0.36% | 0.51 | 5.05% | -0.33 | 110.78 | 25.63% | 28.87% | 19.98% |
| 2025-01 | +0.83% | +44.07% | 0.24% | +0.00% | 0.51 | 5.10% | +2.84 | 111.08 | 25.58% | 29.14% | 20.75% |
| 2024-12 | +0.17% | +42.89% | 0.24% | -0.12% | 0.49 | 5.10% | -0.49 | 107.37 | 25.80% | 29.38% | 20.92% |
| 2024-11 | +1.23% | +42.65% | 0.24% | +0.12% | 0.51 | 5.10% | +1.21 | 107.69 | 25.90% | 29.45% | 21.13% |
| 2024-10 | -0.13% | +40.91% | 0.24% | +0.12% | 0.47 | 5.08% | +0.08 | 105.21 | 24.86% | 28.28% | 20.56% |
| 2024-09 | +1.41% | +41.10% | 0.24% | +0.24% | 0.53 | 5.08% | +2.16 | 105.29 | 24.31% | 27.92% | 20.68% |
| 2024-08 | +0.60% | +39.13% | 0.24% | — | 0.45 | 5.06% | +0.21 | 101.71 | 24.38% | 28.48% | 21.18% |
| 2024-07 | +1.19% | +38.30% | 0.24% | +0.24% | 0.45 | 5.07% | +2.32 | 100.90 | 23.96% | 28.60% | 21.16% |
| 2024-06 | +0.79% | +36.68% | 0.24% | +0.24% | 0.40 | 5.05% | -0.23 | 97.42 | 24.47% | 28.15% | 20.81% |
| 2024-05 | +0.87% | +35.61% | 0.24% | +0.12% | 0.40 | 5.06% | -0.29 | 96.92 | 24.37% | 27.30% | 20.92% |
| 2024-04 | -0.80% | +34.44% | 0.24% | +0.12% | 0.36 | 5.06% | -2.16 | 96.39 | 24.44% | 27.33% | 20.54% |
| 2024-03 | +1.57% | +35.52% | 0.24% | +0.12% | 0.47 | 5.05% | -1.28 | 99.36 | 25.39% | 27.68% | 20.79% |
| 2024-02 | +1.08% | +33.43% | 0.24% | +0.12% | 0.41 | 5.02% | +0.38 | 99.12 | 24.23% | 25.43% | 19.45% |
| 2024-01 | +0.34% | +32.00% | 0.24% | +0.24% | 0.38 | 5.01% | -1.14 | 97.70 | 23.95% | 25.20% | 19.86% |
| 2023-12 | +1.73% | +31.55% | 0.24% | +0.12% | 0.42 | 5.05% | -0.32 | 98.53 | 24.43% | 25.78% | 19.58% |
| 2023-11 | +1.99% | +29.32% | 0.24% | +0.12% | 0.29 | 5.10% | -0.34 | 97.20 | 24.00% | 24.89% | 19.28% |
| 2023-10 | -1.14% | +26.79% | 0.24% | +0.12% | 0.17 | 5.04% | +2.42 | 95.65 | 23.71% | 25.10% | 18.99% |
| 2023-09 | -0.78% | +28.26% | 0.24% | +0.00% | 0.27 | 5.02% | -0.18 | 94.32 | 23.93% | 22.92% | 17.07% |
| 2023-08 | +0.12% | +29.26% | 0.24% | +0.00% | 0.36 | 5.00% | -2.08 | 95.27 | 24.58% | 22.68% | 17.53% |
| 2023-07 | +1.51% | +29.11% | 0.24% | -0.12% | 0.40 | 5.01% | -1.29 | 97.26 | 24.56% | 21.39% | 16.53% |
| 2023-06 | +1.06% | +27.19% | 0.24% | -0.12% | 0.34 | 4.98% | -2.01 | 97.11 | 24.93% | 21.02% | 17.42% |
| 2023-05 | +1.35% | +25.85% | 0.24% | -0.24% | 0.29 | 4.97% | -3.80 | 98.10 | 23.74% | 19.48% | 16.42% |
| 2023-04 | +1.02% | +24.18% | 0.24% | -0.36% | 0.23 | 4.94% | +2.87 | 100.60 | 23.39% | 18.36% | 15.13% |
| 2023-03 | +0.62% | +22.92% | 0.24% | -0.48% | 0.19 | 4.93% | -2.27 | 96.75 | 24.06% | 17.82% | 15.70% |
| 2023-02 | -0.97% | +22.17% | 0.24% | -0.36% | 0.17 | 4.93% | -1.06 | 98.44 | 23.60% | 16.86% | 14.31% |
| 2023-01 | +1.33% | +23.36% | 0.24% | -0.36% | 0.25 | 4.92% | -0.11 | 100.51 | 24.11% | 16.17% | 14.68% |
| 2022-12 | -1.13% | +21.74% | 0.19% | -0.36% | 0.19 | 4.90% | -0.71 | 99.32 | 25.10% | 17.51% | 15.85% |
| 2022-11 | +0.24% | +23.14% | 0.19% | -0.36% | 0.30 | 4.86% | +1.15 | 101.21 | 25.72% | 17.44% | 15.91% |
| 2022-10 | +1.13% | +22.84% | 0.19% | -0.48% | 0.32 | 4.86% | +1.38 | 99.82 | 25.35% | 17.19% | 15.54% |
| 2022-09 | -2.42% | +21.47% | 0.19% | -0.36% | 0.26 | 4.85% | -0.51 | 97.36 | 24.86% | 17.16% | 14.85% |
| 2022-08 | -0.94% | +24.48% | 0.19% | -0.48% | 0.47 | 4.70% | +2.23 | 100.30 | 25.43% | 16.67% | 14.31% |
| 2022-07 | +1.99% | +25.66% | 0.19% | -0.48% | 0.57 | 4.67% | +1.48 | 99.02 | 26.41% | 17.78% | 15.47% |
| 2022-06 | -1.02% | +23.21% | 0.19% | -0.48% | 0.46 | 4.61% | +0.23 | 95.65 | 25.74% | 17.35% | 14.86% |
| 2022-05 | -2.14% | +24.48% | 0.19% | -0.36% | 0.53 | 4.59% | +1.24 | 96.40 | 26.40% | 18.01% | 15.34% |
| 2022-04 | -0.66% | +27.20% | 0.19% | -0.36% | 0.75 | 4.47% | -0.71 | 97.28 | 27.03% | 17.58% | 15.02% |
| 2022-03 | +0.25% | +28.05% | 0.19% | -0.48% | 0.83 | 4.45% | +2.45 | 98.68 | 27.08% | 17.70% | 15.38% |
| 2022-02 | -0.84% | +27.73% | 0.19% | -0.36% | 0.83 | 4.45% | +0.11 | 95.98 | 27.01% | 17.51% | 15.26% |
| 2022-01 | -1.28% | +28.81% | 0.19% | -0.24% | 0.92 | 4.42% | -1.29 | 96.70 | 27.29% | 17.47% | 15.34% |
| 2021-12 | +0.92% | +30.48% | 0.19% | -0.12% | 1.06 | 4.36% | +2.28 | 99.29 | 26.89% | 17.25% | 15.30% |
| 2021-11 | +0.38% | +29.29% | 0.19% | -0.24% | 1.02 | 4.36% | -0.61 | 96.14 | 27.02% | 17.52% | 15.38% |
| 2021-10 | +1.29% | +28.80% | 0.19% | -0.12% | 1.00 | 4.36% | +0.47 | 96.40 | 27.16% | 18.12% | 15.62% |
| 2021-09 | -0.28% | +27.16% | 0.19% | +0.00% | 0.93 | 4.34% | -1.28 | 94.73 | 26.75% | 18.21% | 15.48% |
| 2021-08 | +1.13% | +27.52% | 0.19% | +0.12% | 0.95 | 4.34% | +1.16 | 96.28 | 26.45% | 18.08% | 15.39% |
| 2021-07 | +0.33% | +26.09% | 0.19% | +0.24% | 0.88 | 4.33% | -1.11 | 94.06 | 26.29% | 18.51% | 15.96% |
| 2021-06 | +0.55% | +25.68% | 0.19% | +0.24% | 0.90 | 4.37% | -3.64 | 94.88 | 26.06% | 18.13% | 15.34% |
| 2021-05 | +0.95% | +24.99% | 0.19% | +0.12% | 0.87 | 4.37% | +0.43 | 98.01 | 24.98% | 17.21% | 14.60% |
| 2021-04 | +1.17% | +23.81% | 0.19% | +0.24% | 0.83 | 4.36% | +0.80 | 96.69 | 24.65% | 17.78% | 14.70% |
| 2021-03 | +1.36% | +22.38% | 0.19% | +0.24% | 0.77 | 4.35% | -2.89 | 94.79 | 24.13% | 17.59% | 14.65% |
| 2021-02 | +0.43% | +20.74% | 0.19% | +0.24% | 0.71 | 4.34% | -2.26 | 96.39 | 22.70% | 16.69% | 14.02% |
| 2021-01 | +0.67% | +20.22% | 0.19% | +0.12% | 0.69 | 4.34% | +0.89 | 98.23 | 21.69% | 16.17% | 13.47% |
| 2020-12 | +0.84% | +19.42% | 0.19% | — | — | — | +1.22 | 96.72 | 20.37% | 15.01% | 13.24% |
| 2020-11 | +2.53% | +18.43% | 0.19% | — | — | — | -1.39 | 94.71 | 19.03% | 14.07% | 13.22% |
| 2020-10 | -0.01% | +15.51% | 0.19% | — | — | — | +1.89 | 93.74 | 17.48% | 13.30% | 12.32% |
| 2020-09 | -1.02% | +15.52% | 0.19% | — | — | — | -0.28 | 91.88 | 17.78% | 13.63% | 12.60% |
| 2020-08 | +2.00% | +16.71% | 0.19% | — | — | — | -1.58 | 93.12 | 18.13% | 13.68% | 12.67% |
| 2020-07 | +1.35% | +14.42% | 0.19% | — | — | — | +3.42 | 92.86 | 16.30% | 12.29% | 11.58% |
| 2020-06 | -0.63% | +12.90% | 0.19% | — | — | — | -0.24 | 88.24 | 16.58% | 12.43% | 11.56% |
| 2020-05 | +0.27% | +13.61% | 0.19% | — | — | — | -4.30 | 89.02 | 16.78% | 12.29% | 11.31% |
| 2020-04 | +3.32% | +13.31% | 0.19% | — | — | — | -3.96 | 93.13 | 15.75% | 11.71% | 12.65% |
| 2020-03 | -6.82% | +9.66% | 0.19% | — | — | — | +13.91 | 94.04 | 14.17% | 9.88% | 11.68% |
| 2020-02 | -1.21% | +17.69% | 0.19% | — | — | — | +1.15 | 85.86 | 18.50% | 13.52% | 13.25% |
| 2020-01 | +0.26% | +19.13% | 0.19% | — | — | — | -1.25 | 85.77 | 19.11% | 13.62% | 13.91% |
| 2019-12 | +0.34% | +18.82% | 0.22% | — | — | — | +5.59 | 86.80 | 18.53% | 13.47% | 13.01% |
| 2019-11 | +0.59% | +18.42% | 0.22% | — | — | — | +1.92 | 80.95 | 20.52% | 16.33% | 13.89% |
| 2019-10 | +0.82% | +17.73% | 0.22% | — | — | — | +0.41 | 78.57 | 16.91% | 13.10% | 12.68% |
| 2019-09 | +0.73% | +16.77% | 0.22% | — | — | — | +2.72 | 77.53 | 16.66% | 12.76% | 12.30% |
| 2019-08 | -0.36% | +15.92% | 0.22% | — | — | — | +2.40 | 74.27 | 16.59% | 12.86% | 12.27% |
| 2019-07 | +0.54% | +16.34% | 0.22% | — | — | — | -0.07 | 72.14 | 16.91% | 13.64% | 13.00% |
| 2019-06 | +1.18% | +15.72% | 0.22% | — | — | — | -0.09 | 71.83 | 17.04% | 14.19% | 13.07% |
| 2019-05 | -0.31% | +14.37% | 0.22% | — | — | — | +1.47 | 71.09 | 16.46% | 14.05% | 12.69% |
| 2019-04 | +0.89% | +14.72% | 0.22% | — | — | — | -1.06 | 69.84 | 16.87% | 14.62% | 13.30% |
| 2019-03 | +0.60% | +13.71% | 0.22% | — | — | — | +0.25 | 70.29 | 16.87% | 14.47% | 13.07% |
| 2019-02 | +0.94% | +13.03% | 0.22% | — | — | — | +0.47 | 69.63 | 16.60% | 14.33% | 13.14% |
| 2019-01 | +1.72% | +11.98% | 0.22% | — | — | — | +2.57 | 68.53 | 16.72% | 13.64% | 13.15% |
| 2018-12 | -1.80% | +10.09% | 0.20% | — | — | — | +1.72 | 64.84 | 16.33% | 13.43% | 12.55% |
| 2018-11 | -0.15% | +12.10% | 0.20% | — | — | — | +0.71 | 64.27 | 16.59% | 13.80% | 12.65% |
| 2018-10 | -0.80% | +12.27% | 0.20% | — | — | — | +0.88 | 63.67 | 16.11% | 13.62% | 12.44% |
| 2018-09 | -0.12% | +13.18% | 0.20% | — | — | — | -0.28 | 63.31 | 16.57% | 14.03% | 12.73% |
| 2018-08 | +0.94% | +13.31% | 0.20% | — | — | — | +2.21 | 63.68 | 16.80% | 14.10% | 12.83% |
| 2018-07 | +0.52% | +12.26% | 0.20% | — | — | — | +1.05 | 60.89 | 16.64% | 14.39% | 13.17% |
| 2018-06 | +0.04% | +11.68% | 0.20% | — | — | — | +0.13 | 59.54 | 17.00% | 11.79% | 13.37% |
| 2018-05 | +0.15% | +11.63% | 0.20% | — | — | — | +2.97 | 59.39 | 17.07% | 11.38% | 12.93% |
| 2018-04 | +0.51% | +11.47% | 0.20% | — | — | — | +0.62 | 56.35 | 17.39% | 11.94% | 13.59% |
| 2018-03 | -0.25% | +10.90% | 0.20% | — | — | — | +0.65 | 55.46 | 16.77% | 11.49% | 13.07% |
| 2018-02 | -0.69% | +11.18% | 0.20% | — | — | — | +0.65 | 54.95 | 17.27% | 11.83% | 13.07% |
| 2018-01 | +0.74% | +11.95% | 0.20% | — | — | — | -1.38 | 54.68 | 17.08% | 11.58% | 12.67% |
| 2017-12 | +0.35% | +11.13% | 0.16% | — | — | — | +2.22 | 55.67 | 16.80% | 11.26% | 12.25% |
| 2017-11 | +0.52% | +10.74% | 0.16% | — | — | — | +0.31 | 53.26 | 16.65% | 11.10% | 12.15% |
| 2017-10 | +0.63% | +10.17% | 0.16% | — | — | — | +2.71 | 52.69 | 16.02% | 10.80% | 11.86% |
| 2017-09 | +0.33% | +9.48% | 0.16% | — | — | — | -0.11 | 49.66 | 16.43% | 11.12% | 12.32% |
| 2017-08 | +0.36% | +9.12% | 0.16% | — | — | — | +0.32 | 49.61 | 16.27% | 11.11% | 12.20% |
| 2017-07 | +0.72% | +8.73% | 0.16% | — | — | — | +0.75 | 49.11 | 16.05% | 11.14% | 12.22% |
| 2017-06 | -0.48% | +7.95% | 0.16% | — | — | — | +0.52 | 48.03 | 16.24% | 10.95% | 11.22% |
| 2017-05 | +0.87% | +8.47% | 0.16% | — | — | — | +0.35 | 47.75 | 16.54% | 11.16% | 11.04% |
| 2017-04 | +0.89% | +7.53% | 0.16% | — | — | — | +0.84 | 47.00 | 16.43% | 11.28% | 11.17% |
| 2017-03 | +0.42% | +6.59% | 0.16% | — | — | — | +1.23 | 45.76 | 16.37% | 11.19% | 11.10% |
| 2017-02 | +0.49% | +6.14% | 0.16% | — | — | — | +1.54 | 44.35 | 16.28% | 11.09% | 10.15% |
| 2017-01 | +0.37% | +5.62% | 0.16% | — | — | — | +1.04 | 42.62 | 17.62% | 11.90% | 11.33% |
| 2016-12 | +0.75% | +5.23% | — | — | — | — | +3.08 | 41.44 | 19.81% | 12.50% | 11.87% |
| 2016-11 | +0.30% | +4.45% | — | — | — | — | +2.29 | 38.07 | 20.49% | 12.98% | 11.93% |
| 2016-10 | +0.17% | +4.14% | — | — | — | — | +0.85 | 35.67 | 19.93% | 13.04% | 12.05% |
| 2016-09 | -0.47% | +3.96% | — | — | — | — | +0.34 | 34.76 | 20.08% | 13.26% | 12.37% |
| 2016-08 | +0.19% | +4.45% | — | — | — | — | +2.15 | 34.60 | 19.88% | 13.01% | 11.97% |
| 2016-07 | +1.68% | +4.25% | — | — | — | — | +2.38 | 32.38 | 19.67% | 13.00% | 12.04% |
| 2016-06 | +0.05% | +2.53% | — | — | — | — | +23.46 | 29.50 | 18.88% | 11.08% | 10.03% |
| 2016-05 | +0.56% | +2.48% | — | — | — | — | +0.64 | 6.03 | 19.90% | 10.95% | 11.44% |
| 2016-04 | +0.78% | +1.91% | — | — | — | — | +0.20 | 5.36 | 19.96% | 10.82% | 11.38% |
| 2016-03 | +1.05% | +1.12% | — | — | — | — | +0.88 | 5.12 | 19.73% | 10.74% | 11.33% |
| 2016-02 | +0.07% | +0.07% | — | — | — | — | +3.69 | 4.20 | 20.00% | 10.95% | 11.67% |
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.