חודשים בטווח
125
קופת גמל עו"ס לבני 50 עד 60
נתונים היסטוריים מלאים עבור קופת גמל עו"ס לבני 50 עד 60, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7222 | שם קרן: קופת גמל עו"ס לבני 50 עד 60 | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: איגוד העובדים הסוציאליים | חברה מנהלת: עו"ס - חברה לניהול קופות גמל בע"מ | אוכלוסיית יעד: עובדי סקטור מסויים | התמחות: מדרגות | תת התמחות: 50-60.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על קופת גמל עו"ס לבני 50 עד 60 ישירות למייל.
תשואה חודשית אחרונה
+1.89%
תשואה מצטברת מההתחלה
+92.33%
| 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 | +1.89% | +92.33% | 0.74% | +1.08% | 1.33 | 5.63% | -2.11 | 198.07 | 46.43% | 32.69% | 17.06% |
| 2026-04 | +4.00% | +88.76% | 0.74% | +0.60% | 1.26 | 5.60% | -0.74 | 196.59 | 45.95% | 32.75% | 17.57% |
| 2026-03 | -2.47% | +81.50% | 0.74% | +0.60% | 1.14 | 5.42% | -2.21 | 189.86 | 43.82% | 34.04% | 17.42% |
| 2026-02 | +1.33% | +86.10% | 0.74% | +0.72% | 1.47 | 5.24% | -1.25 | 197.00 | 46.38% | 31.41% | 16.50% |
| 2026-01 | +3.17% | +83.66% | 0.74% | +0.84% | 1.43 | 5.23% | -2.75 | 195.77 | 47.25% | 33.61% | 16.26% |
| 2025-12 | +1.44% | +78.01% | 0.74% | +0.72% | 1.31 | 5.11% | -1.82 | 192.55 | 46.77% | 35.34% | 16.55% |
| 2025-11 | +0.80% | +75.49% | 0.74% | +0.84% | 1.29 | 5.14% | -2.04 | 191.73 | 46.23% | 36.97% | 17.98% |
| 2025-10 | +1.23% | +74.09% | 0.74% | +0.96% | 1.32 | 5.31% | -1.79 | 192.35 | 46.39% | 38.50% | 17.83% |
| 2025-09 | +2.04% | +71.98% | 0.74% | +0.96% | 1.28 | 5.31% | -2.03 | 191.90 | 47.24% | 39.35% | 18.79% |
| 2025-08 | +0.96% | +68.54% | 0.74% | +0.84% | 1.14 | 5.36% | -1.59 | 190.20 | 45.58% | 35.85% | 18.15% |
| 2025-07 | +1.58% | +66.94% | 0.74% | +0.96% | 1.16 | 5.51% | -1.74 | 190.10 | 46.10% | 36.25% | 17.86% |
| 2025-06 | +3.42% | +64.34% | 0.74% | +0.84% | 1.13 | 5.53% | -2.31 | 188.99 | 44.53% | 36.69% | 18.61% |
| 2025-05 | +2.11% | +58.91% | 0.74% | +1.20% | 0.97 | 5.41% | -0.97 | 185.13 | 43.22% | 37.22% | 19.98% |
| 2025-04 | +0.69% | +55.62% | 0.74% | +1.20% | 0.89 | 5.37% | -0.93 | 182.37 | 42.08% | 37.72% | 21.64% |
| 2025-03 | -0.74% | +54.56% | 0.74% | +1.32% | 0.94 | 5.65% | -0.96 | 182.16 | 41.98% | 37.96% | 19.74% |
| 2025-02 | -0.49% | +55.71% | 0.74% | +0.36% | 0.73 | 7.25% | -0.67 | 184.60 | 43.43% | 38.47% | 18.19% |
| 2025-01 | +1.68% | +56.47% | 0.74% | +0.84% | 0.74 | 7.34% | -2.36 | 186.30 | 45.20% | 40.24% | 20.31% |
| 2024-12 | +1.01% | +53.89% | 0.71% | +0.72% | 0.69 | 7.32% | -3.03 | 185.67 | 44.05% | 40.57% | 20.81% |
| 2024-11 | +2.06% | +52.35% | 0.71% | +0.72% | 0.67 | 7.32% | -1.12 | 186.95 | 44.01% | 42.25% | 21.91% |
| 2024-10 | +0.25% | +49.28% | 0.71% | +0.72% | 0.60 | 7.28% | -1.25 | 184.43 | 46.25% | 45.36% | 24.43% |
| 2024-09 | +1.61% | +48.90% | 0.71% | +0.60% | 0.63 | 7.29% | -0.49 | 185.36 | 44.99% | 44.63% | 24.65% |
| 2024-08 | +0.84% | +46.54% | 0.71% | — | 0.57 | 7.28% | -1.20 | 183.04 | 44.06% | 43.47% | 23.63% |
| 2024-07 | +0.74% | +45.32% | 0.71% | +0.72% | 0.56 | 7.29% | -0.94 | 182.85 | 44.53% | 43.81% | 21.33% |
| 2024-06 | +1.37% | +44.26% | 0.71% | +0.84% | 0.55 | 7.29% | -2.01 | 182.58 | 44.52% | 44.18% | 22.37% |
| 2024-05 | +1.28% | +42.31% | 0.71% | +0.48% | 0.53 | 7.29% | -0.91 | 182.23 | 44.47% | 43.63% | 22.96% |
| 2024-04 | -1.40% | +40.51% | 0.71% | +0.36% | 0.47 | 7.32% | -0.74 | 180.91 | 43.53% | 42.25% | 21.85% |
| 2024-03 | +2.28% | +42.50% | 0.71% | +0.36% | 0.59 | 7.29% | -1.44 | 184.30 | 44.83% | 43.22% | 23.33% |
| 2024-02 | +2.31% | +39.33% | 0.71% | +0.36% | 0.52 | 7.24% | -1.60 | 181.68 | 43.30% | 41.44% | 23.23% |
| 2024-01 | +0.62% | +36.18% | 0.71% | +0.36% | 0.44 | 7.20% | -1.42 | 179.23 | 44.33% | 42.80% | 23.38% |
| 2023-12 | +2.41% | +35.34% | 0.66% | +0.24% | 0.47 | 7.27% | -1.81 | 179.61 | 44.31% | 42.19% | 22.82% |
| 2023-11 | +2.83% | +32.16% | 0.66% | +0.24% | 0.33 | 7.37% | -1.30 | 177.24 | 44.08% | 42.28% | 23.67% |
| 2023-10 | -1.71% | +28.52% | 0.66% | +0.24% | 0.22 | 7.29% | -1.08 | 173.74 | 42.46% | 43.05% | 22.75% |
| 2023-09 | -1.41% | +30.75% | 0.66% | -0.24% | 0.30 | 7.29% | -0.63 | 177.96 | 43.17% | 42.31% | 22.24% |
| 2023-08 | -0.02% | +32.62% | 0.66% | -0.24% | 0.40 | 7.25% | -1.92 | 181.26 | 43.47% | 41.70% | 23.31% |
| 2023-07 | +2.52% | +32.65% | 0.66% | -0.24% | 0.44 | 7.26% | -2.45 | 183.34 | 45.90% | 40.71% | 23.26% |
| 2023-06 | +1.79% | +29.39% | 0.66% | -0.36% | 0.36 | 7.20% | -1.20 | 181.37 | 44.36% | 39.59% | 23.92% |
| 2023-05 | +0.84% | +27.12% | 0.66% | -0.60% | 0.29 | 7.17% | -2.20 | 179.48 | 43.61% | 37.31% | 23.85% |
| 2023-04 | +1.28% | +26.06% | 0.66% | -0.60% | 0.27 | 7.17% | -0.87 | 180.26 | 43.20% | 37.87% | 23.30% |
| 2023-03 | +0.66% | +24.46% | 0.66% | -0.84% | 0.24 | 7.16% | -1.98 | 178.96 | 42.30% | 36.98% | 22.56% |
| 2023-02 | -1.70% | +23.65% | 0.66% | -0.72% | 0.22 | 7.17% | -2.28 | 179.87 | 45.23% | 40.05% | 22.27% |
| 2023-01 | +1.99% | +25.79% | 0.66% | -0.72% | 0.30 | 7.15% | -1.34 | 185.38 | 43.90% | 36.80% | 20.00% |
| 2022-12 | -2.04% | +23.33% | 0.52% | -0.72% | 0.24 | 7.11% | -1.12 | 183.19 | 40.97% | 34.01% | 17.68% |
| 2022-11 | +0.82% | +25.90% | 0.52% | -0.60% | 0.37 | 7.04% | -2.72 | 188.25 | 43.33% | 35.76% | 21.90% |
| 2022-10 | +2.00% | +24.88% | 0.52% | -0.84% | 0.35 | 7.03% | -0.72 | 189.52 | 43.75% | 32.99% | 19.90% |
| 2022-09 | -3.37% | +22.43% | 0.52% | -0.84% | 0.28 | 7.00% | -1.18 | 186.62 | 42.60% | 29.41% | 17.78% |
| 2022-08 | -1.00% | +26.70% | 0.52% | -0.84% | 0.48 | 6.80% | -1.91 | 194.42 | 44.52% | 30.58% | 18.01% |
| 2022-07 | +2.50% | +27.98% | 0.52% | -0.96% | 0.55 | 6.78% | -2.34 | 198.40 | 44.92% | 31.84% | 21.05% |
| 2022-06 | -2.01% | +24.86% | 0.52% | -0.96% | 0.45 | 6.71% | -1.72 | 195.99 | 44.56% | 32.29% | 18.47% |
| 2022-05 | -2.21% | +27.42% | 0.52% | -0.72% | 0.56 | 6.64% | -1.75 | 201.87 | 44.41% | 30.17% | 19.46% |
| 2022-04 | -0.66% | +30.30% | 0.52% | -0.96% | 0.71 | 6.54% | -2.41 | 208.37 | 45.60% | 30.23% | 21.60% |
| 2022-03 | +0.50% | +31.16% | 0.52% | -1.08% | 0.77 | 6.53% | -1.27 | 212.33 | 45.38% | 31.62% | 21.92% |
| 2022-02 | -0.73% | +30.51% | 0.52% | -1.20% | 0.75 | 6.53% | -1.19 | 212.65 | 44.64% | 32.08% | 20.47% |
| 2022-01 | -1.85% | +31.47% | 0.52% | -1.08% | 0.81 | 6.51% | -2.48 | 215.52 | 45.85% | 34.84% | 19.11% |
| 2021-12 | +1.11% | +33.95% | 0.54% | -0.84% | 0.93 | 6.43% | -2.14 | 222.23 | 48.02% | 33.13% | 17.38% |
| 2021-11 | +0.31% | +32.48% | 0.54% | -0.72% | 0.90 | 6.43% | -2.24 | 221.92 | 45.59% | 33.26% | 16.45% |
| 2021-10 | +2.58% | +32.07% | 0.54% | -0.60% | 0.90 | 6.42% | -1.51 | 223.57 | 45.91% | 32.41% | 17.32% |
| 2021-09 | -0.82% | +28.75% | 0.54% | -0.72% | 0.79 | 6.35% | -1.08 | 219.52 | 44.84% | 32.13% | 16.29% |
| 2021-08 | +1.31% | +29.81% | 0.54% | -0.36% | 0.84 | 6.34% | -1.05 | 222.54 | 45.04% | 29.82% | 17.78% |
| 2021-07 | -0.33% | +28.13% | 0.54% | -0.12% | 0.79 | 6.33% | -1.00 | 220.27 | 44.78% | 30.41% | 17.75% |
| 2021-06 | +0.76% | +28.56% | 0.54% | +0.00% | 0.84 | 6.35% | -2.18 | 221.95 | 46.60% | 34.53% | 29.36% |
| 2021-05 | +0.83% | +27.59% | 0.54% | -0.12% | 0.81 | 6.36% | -2.55 | 223.25 | 45.42% | 34.73% | 19.00% |
| 2021-04 | +1.89% | +26.54% | 0.54% | +0.00% | 0.78 | 6.36% | -2.23 | 224.06 | 44.74% | 36.40% | 20.35% |
| 2021-03 | +1.13% | +24.19% | 0.54% | -0.12% | 0.71 | 6.32% | -4.20 | 222.22 | 44.08% | 36.76% | 19.96% |
| 2021-02 | +0.79% | +22.80% | 0.54% | +0.12% | 0.69 | 6.33% | -1.04 | 224.10 | 43.36% | 36.39% | 25.10% |
| 2021-01 | +0.96% | +21.84% | 0.54% | -0.36% | 0.64 | 6.35% | -0.41 | 223.45 | 43.74% | 35.18% | 23.83% |
| 2020-12 | +2.07% | +20.68% | 0.48% | -0.24% | 0.58 | 6.40% | -2.19 | 221.75 | 43.19% | 32.51% | 20.72% |
| 2020-11 | +3.63% | +18.23% | 0.48% | — | — | — | -1.78 | 219.50 | 39.38% | 31.05% | 21.85% |
| 2020-10 | +0.18% | +14.09% | 0.48% | — | — | — | -2.50 | 213.62 | 37.14% | 30.30% | 19.89% |
| 2020-09 | -1.51% | +13.89% | 0.48% | — | — | — | -1.39 | 215.80 | 37.19% | 30.82% | 21.46% |
| 2020-08 | +3.51% | +15.63% | 0.48% | — | — | — | -2.65 | 220.61 | 36.58% | 29.52% | 22.25% |
| 2020-07 | +1.92% | +11.71% | 0.48% | — | — | — | -1.25 | 215.82 | 34.84% | 26.17% | 20.07% |
| 2020-06 | -0.49% | +9.61% | 0.48% | — | — | — | -2.46 | 213.08 | 35.16% | 25.81% | 18.96% |
| 2020-05 | +0.95% | +10.15% | 0.48% | — | — | — | -1.13 | 216.68 | 36.17% | 22.83% | 18.78% |
| 2020-04 | +4.58% | +9.11% | 0.48% | — | — | — | -0.42 | 215.87 | 36.55% | 22.37% | 20.13% |
| 2020-03 | -9.55% | +4.33% | 0.48% | — | — | — | -0.60 | 206.92 | 31.70% | 24.00% | 19.49% |
| 2020-02 | -2.21% | +15.35% | 0.48% | — | — | — | -1.90 | 229.53 | 35.22% | 24.16% | 16.11% |
| 2020-01 | +0.42% | +17.95% | 0.48% | — | — | — | -3.07 | 236.75 | 38.04% | 27.02% | 18.45% |
| 2019-12 | +0.75% | +17.46% | 0.44% | — | — | — | -2.58 | 238.91 | 38.27% | 27.57% | 18.71% |
| 2019-11 | +0.79% | +16.59% | 0.44% | — | — | — | -0.95 | 239.92 | 35.60% | 25.12% | 17.78% |
| 2019-10 | +1.07% | +15.67% | 0.44% | — | — | — | -1.34 | 239.08 | 36.64% | 25.64% | 16.93% |
| 2019-09 | +1.24% | +14.45% | 0.44% | — | — | — | -1.19 | 237.96 | 35.75% | 26.03% | 17.47% |
| 2019-08 | -0.68% | +13.05% | 0.44% | — | — | — | -1.48 | 236.31 | 34.98% | 26.10% | 18.91% |
| 2019-07 | +0.46% | +13.82% | 0.44% | — | — | — | -2.84 | 239.50 | 35.85% | 26.58% | 19.02% |
| 2019-06 | +1.54% | +13.30% | 0.44% | — | — | — | -1.15 | 241.32 | 34.75% | 27.18% | 19.11% |
| 2019-05 | -1.18% | +11.58% | 0.44% | — | — | — | -1.49 | 238.88 | 34.17% | 26.76% | 19.34% |
| 2019-04 | +1.47% | +12.91% | 0.44% | — | — | — | -1.37 | 243.33 | 35.38% | 27.26% | 21.37% |
| 2019-03 | +0.62% | +11.28% | 0.44% | — | — | — | -1.52 | 241.23 | 34.76% | 27.05% | 20.86% |
| 2019-02 | +1.27% | +10.59% | 0.44% | — | — | — | -1.45 | 241.34 | 34.94% | 26.55% | 20.03% |
| 2019-01 | +2.60% | +9.20% | 0.44% | — | — | — | -1.94 | 239.82 | 35.13% | 27.21% | 19.45% |
| 2018-12 | -3.05% | +6.44% | 0.47% | — | — | — | -1.70 | 235.74 | 36.01% | 28.31% | 19.24% |
| 2018-11 | +0.18% | +9.78% | 0.47% | — | — | — | -0.86 | 244.99 | 37.20% | 28.84% | 30.86% |
| 2018-10 | -1.81% | +9.59% | 0.47% | — | — | — | -0.82 | 245.48 | 36.88% | 29.12% | 20.48% |
| 2018-09 | -0.02% | +11.61% | 0.47% | — | — | — | -0.38 | 250.92 | 37.94% | 30.03% | 26.78% |
| 2018-08 | +1.15% | +11.63% | 0.47% | — | — | — | -2.17 | 251.45 | 37.82% | 29.91% | 19.38% |
| 2018-07 | +1.19% | +10.36% | 0.47% | — | — | — | -1.26 | 250.84 | 39.28% | 30.79% | 17.15% |
| 2018-06 | -0.14% | +9.06% | 0.47% | — | — | — | -1.37 | 249.22 | 38.72% | 30.58% | 17.03% |
| 2018-05 | +0.27% | +9.22% | 0.47% | — | — | — | -1.02 | 251.02 | 38.70% | 29.95% | 25.56% |
| 2018-04 | +0.83% | +8.92% | 0.47% | — | — | — | -0.21 | 251.47 | 38.09% | 29.10% | 16.81% |
| 2018-03 | -0.73% | +8.03% | 0.47% | — | — | — | -1.41 | 249.70 | 38.30% | 29.72% | 20.36% |
| 2018-02 | -1.24% | +8.82% | 0.47% | — | — | — | -0.99 | 253.03 | 39.55% | 29.90% | 20.57% |
| 2018-01 | +0.94% | +10.19% | 0.47% | — | — | — | -1.57 | 257.31 | 39.39% | 29.82% | 20.25% |
| 2017-12 | +0.56% | +9.16% | 0.48% | — | — | — | -1.63 | 256.58 | 37.97% | 29.02% | 21.30% |
| 2017-11 | +0.63% | +8.55% | 0.48% | — | — | — | -1.53 | 256.86 | 37.20% | 28.72% | 20.58% |
| 2017-10 | +0.92% | +7.87% | 0.48% | — | — | — | -0.87 | 256.88 | 36.85% | 28.56% | 20.83% |
| 2017-09 | +0.43% | +6.89% | 0.48% | — | — | — | -0.46 | 255.51 | 36.22% | 28.14% | 20.62% |
| 2017-08 | +0.11% | +6.43% | 0.48% | — | — | — | -1.08 | 254.97 | 35.88% | 28.05% | 18.61% |
| 2017-07 | +1.08% | +6.31% | 0.48% | — | — | — | -1.17 | 255.87 | 36.96% | 28.78% | 17.86% |
| 2017-06 | -0.57% | +5.18% | 0.48% | — | — | — | -1.24 | 254.40 | 35.81% | 29.08% | 17.92% |
| 2017-05 | +0.77% | +5.78% | 0.48% | — | — | — | -0.88 | 257.18 | 35.90% | 29.35% | 18.31% |
| 2017-04 | +0.85% | +4.97% | 0.48% | — | — | — | -1.35 | 256.18 | 35.63% | 29.45% | 18.04% |
| 2017-03 | +0.21% | +4.09% | 0.48% | — | — | — | +0.16 | 255.45 | 35.26% | 28.72% | 17.78% |
| 2017-02 | +0.49% | +3.87% | 0.48% | — | — | — | -0.76 | 254.85 | 35.65% | 29.55% | 17.72% |
| 2017-01 | +0.23% | +3.36% | 0.48% | — | — | — | -0.98 | 254.48 | 36.08% | 30.23% | 17.59% |
| 2016-12 | +0.97% | +3.13% | — | — | — | — | -0.86 | 254.96 | 35.88% | 30.40% | 17.74% |
| 2016-11 | +0.40% | +2.14% | — | — | — | — | -0.68 | 253.46 | 35.89% | 30.66% | 18.32% |
| 2016-10 | +0.11% | +1.73% | — | — | — | — | +0.16 | 253.22 | 35.69% | 30.82% | 14.37% |
| 2016-09 | -0.43% | +1.62% | — | — | — | — | -2.31 | 252.86 | 35.50% | 30.44% | 17.66% |
| 2016-08 | +0.25% | +2.06% | — | — | — | — | -1.29 | 256.37 | 35.14% | 30.14% | 17.72% |
| 2016-07 | +1.87% | +1.80% | — | — | — | — | -0.80 | 257.12 | 36.29% | 31.00% | 17.32% |
| 2016-06 | -0.30% | -0.07% | — | — | — | — | -0.93 | 253.28 | 35.29% | 30.05% | 15.60% |
| 2016-05 | +0.44% | +0.23% | — | — | — | — | -0.65 | 255.08 | 35.30% | 30.49% | 14.91% |
| 2016-04 | +0.74% | -0.21% | — | — | — | — | -0.71 | 254.73 | 35.08% | 29.84% | 14.22% |
| 2016-03 | +1.35% | -0.94% | — | — | — | — | -0.01 | 253.65 | 34.77% | 29.02% | 15.31% |
| 2016-02 | -0.82% | -2.26% | — | — | — | — | -0.46 | 250.36 | 35.64% | 30.27% | 15.67% |
| 2016-01 | -1.45% | -1.45% | — | — | — | — | -0.33 | 253.02 | 35.32% | 31.15% | 15.93% |
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.