חודשים בטווח
125
קופת גמל עו"ס לבני 60 ומעלה
נתונים היסטוריים מלאים עבור קופת גמל עו"ס לבני 60 ומעלה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7223 | שם קרן: קופת גמל עו"ס לבני 60 ומעלה | 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: 60 ומעלה.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על קופת גמל עו"ס לבני 60 ומעלה ישירות למייל.
תשואה חודשית אחרונה
+0.77%
תשואה מצטברת מההתחלה
+45.59%
| 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 | +0.77% | +45.59% | 0.73% | +0.00% | 0.66 | 3.71% | +0.00 | 1.93 | 23.83% | 13.47% | 15.03% |
| 2026-04 | +1.83% | +44.47% | 0.73% | -0.12% | 0.64 | 3.71% | +0.01 | 1.91 | 24.08% | 13.61% | 15.18% |
| 2026-03 | -1.40% | +41.88% | 0.73% | -0.12% | 0.53 | 3.65% | +0.00 | 1.87 | 23.53% | 13.90% | 15.51% |
| 2026-02 | +0.47% | +43.89% | 0.73% | +0.00% | 0.79 | 3.58% | +0.00 | 1.89 | 24.34% | 14.29% | 13.76% |
| 2026-01 | +1.31% | +43.22% | 0.73% | +0.12% | 0.77 | 3.59% | +0.00 | 1.89 | 23.81% | 14.81% | 13.23% |
| 2025-12 | +0.56% | +41.37% | 0.73% | +0.12% | 0.70 | 3.57% | +0.01 | 1.86 | 23.12% | 15.59% | 13.44% |
| 2025-11 | +0.73% | +40.58% | 0.73% | +0.00% | 0.70 | 3.57% | +0.11 | 1.84 | 23.37% | 15.76% | 15.22% |
| 2025-10 | +0.88% | +39.56% | 0.73% | +0.12% | 0.71 | 3.60% | +0.04 | 1.72 | 22.09% | 15.12% | 14.53% |
| 2025-09 | +1.28% | +38.34% | 0.73% | +0.12% | 0.66 | 3.60% | -0.02 | 1.67 | 22.75% | 15.57% | 14.97% |
| 2025-08 | +0.66% | +36.59% | 0.73% | +0.00% | 0.54 | 3.63% | +0.01 | 1.67 | 22.16% | 14.97% | 14.97% |
| 2025-07 | +0.44% | +35.70% | 0.73% | — | — | 3.65% | +0.05 | 1.66 | 21.69% | 15.06% | 15.06% |
| 2025-06 | +2.19% | +35.10% | 0.73% | — | — | 3.66% | +0.11 | 1.60 | 22.50% | 16.25% | 16.25% |
| 2025-05 | +0.82% | +32.21% | 0.73% | — | — | 3.59% | -0.06 | 1.45 | 22.76% | 17.24% | 17.93% |
| 2025-04 | +0.68% | +31.13% | 0.73% | — | — | 3.60% | +0.01 | 1.49 | 21.48% | 17.45% | 17.45% |
| 2025-03 | -0.87% | +30.25% | 0.73% | +0.24% | 0.43 | 3.81% | +0.01 | 1.48 | 22.30% | 18.24% | 13.51% |
| 2025-02 | -0.02% | +31.39% | 0.73% | -0.12% | 0.35 | 4.65% | -0.02 | 1.49 | 22.15% | 18.79% | 8.72% |
| 2025-01 | +0.71% | +31.42% | 0.73% | +0.24% | 0.38 | 4.66% | +0.02 | 1.50 | 22.67% | 19.33% | 14.67% |
| 2024-12 | +0.48% | +30.49% | 0.70% | +0.24% | 0.36 | 4.66% | -0.01 | 1.47 | 23.13% | 19.73% | 14.97% |
| 2024-11 | +1.67% | +29.87% | 0.70% | +0.36% | 0.36 | 4.66% | -0.16 | 1.47 | 23.13% | 20.41% | 14.97% |
| 2024-10 | +0.15% | +27.73% | 0.70% | +0.24% | 0.27 | 4.61% | +0.06 | 1.60 | 24.38% | 20.62% | 15.62% |
| 2024-09 | +1.16% | +27.54% | 0.70% | +0.36% | 0.31 | 4.62% | +0.00 | 1.54 | 25.32% | 21.43% | 16.23% |
| 2024-08 | +0.82% | +26.08% | 0.70% | — | 0.23 | 4.60% | +0.01 | 1.52 | 25.00% | 21.05% | 15.79% |
| 2024-07 | +0.91% | +25.06% | 0.70% | +0.24% | 0.22 | 4.60% | -0.01 | 1.51 | 24.50% | 21.19% | 14.57% |
| 2024-06 | +0.85% | +23.93% | 0.70% | +0.12% | 0.19 | 4.59% | +0.23 | 1.51 | 24.50% | 21.19% | 14.57% |
| 2024-05 | +0.70% | +22.88% | 0.70% | +0.00% | 0.18 | 4.60% | +0.00 | 1.26 | 24.60% | 24.60% | 19.05% |
| 2024-04 | -1.06% | +22.03% | 0.70% | -0.12% | 0.15 | 4.61% | +0.00 | 1.25 | 24.00% | 23.20% | 17.60% |
| 2024-03 | +1.29% | +23.34% | 0.70% | -0.12% | 0.28 | 4.58% | +0.00 | 1.26 | 23.81% | 23.81% | 18.25% |
| 2024-02 | +1.05% | +21.77% | 0.70% | -0.12% | 0.23 | 4.56% | -0.08 | 1.24 | 23.39% | 22.58% | 17.74% |
| 2024-01 | +0.04% | +20.50% | 0.70% | -0.12% | 0.19 | 4.55% | +0.05 | 1.30 | 21.54% | 21.54% | 17.69% |
| 2023-12 | +1.83% | +20.45% | 0.65% | -0.12% | 0.25 | 4.59% | -0.02 | 1.25 | 22.40% | 21.60% | 18.40% |
| 2023-11 | +2.26% | +18.29% | 0.65% | -0.24% | 0.12 | 4.58% | -0.01 | 1.25 | 22.40% | 21.60% | 17.60% |
| 2023-10 | -0.83% | +15.67% | 0.65% | -0.24% | -0.03 | 4.48% | +0.01 | 1.23 | 21.95% | 22.76% | 17.07% |
| 2023-09 | -1.15% | +16.64% | 0.65% | -0.48% | 0.04 | 4.49% | +0.00 | 1.24 | 21.77% | 21.77% | 17.74% |
| 2023-08 | +0.28% | +18.00% | 0.65% | -0.36% | 0.17 | 4.45% | +0.01 | 1.26 | 22.22% | 21.43% | 18.25% |
| 2023-07 | +1.47% | +17.67% | 0.65% | -0.48% | 0.20 | 4.46% | +0.00 | 1.25 | 23.20% | 19.20% | 17.60% |
| 2023-06 | +0.99% | +15.96% | 0.65% | -0.48% | 0.13 | 4.42% | +0.01 | 1.23 | 21.95% | 18.70% | 17.89% |
| 2023-05 | +1.06% | +14.83% | 0.65% | -0.60% | 0.08 | 4.41% | +0.01 | 1.21 | 22.31% | 18.18% | 18.18% |
| 2023-04 | +0.92% | +13.62% | 0.65% | -0.60% | 0.03 | 4.39% | +0.01 | 1.19 | 22.69% | 19.33% | 17.65% |
| 2023-03 | +1.10% | +12.59% | 0.65% | -0.72% | -0.01 | 4.37% | +0.00 | 1.17 | 23.08% | 18.80% | 17.09% |
| 2023-02 | -2.37% | +11.36% | 0.65% | -0.72% | -0.07 | 4.35% | +0.00 | 1.15 | 23.48% | 19.13% | 17.39% |
| 2023-01 | +1.56% | +14.07% | 0.65% | -0.72% | 0.13 | 4.22% | +0.00 | 1.18 | 20.34% | 18.64% | 12.71% |
| 2022-12 | -1.21% | +12.31% | 0.54% | -0.72% | 0.04 | 4.17% | +0.02 | 1.15 | 19.13% | 17.39% | 11.30% |
| 2022-11 | +0.61% | +13.69% | 0.54% | -0.60% | 0.17 | 4.13% | -0.42 | 1.15 | 20.00% | 15.65% | 14.78% |
| 2022-10 | +0.85% | +13.00% | 0.54% | -0.72% | 0.15 | 4.13% | -0.02 | 1.57 | 18.47% | 13.38% | 11.46% |
| 2022-09 | -2.22% | +12.05% | 0.54% | -0.72% | 0.11 | 4.12% | -0.03 | 1.57 | 17.83% | 12.10% | 10.83% |
| 2022-08 | -1.35% | +14.59% | 0.54% | -0.72% | 0.32 | 3.98% | +0.01 | 1.64 | 18.29% | 11.59% | 10.98% |
| 2022-07 | +1.49% | +16.16% | 0.54% | -0.72% | 0.46 | 3.92% | +0.44 | 1.65 | 18.79% | 12.12% | 11.52% |
| 2022-06 | -0.58% | +14.45% | 0.54% | -0.72% | 0.37 | 3.88% | +0.01 | 1.19 | 20.17% | 14.29% | 13.45% |
| 2022-05 | -1.88% | +15.12% | 0.54% | -0.60% | 0.41 | 3.88% | +0.01 | 1.19 | 21.01% | 14.29% | 14.29% |
| 2022-04 | -0.37% | +17.33% | 0.54% | -0.72% | 0.63 | 3.77% | +0.00 | 1.20 | 21.67% | 15.00% | 14.17% |
| 2022-03 | +0.11% | +17.76% | 0.54% | -0.72% | 0.69 | 3.76% | +0.00 | 1.20 | 20.00% | 13.33% | 11.67% |
| 2022-02 | -0.84% | +17.63% | 0.54% | -0.84% | 0.69 | 3.76% | +0.01 | 1.20 | 20.00% | 13.33% | 12.50% |
| 2022-01 | -1.40% | +18.63% | 0.54% | -0.84% | 0.78 | 3.73% | +0.30 | 1.20 | 16.67% | 12.50% | 7.50% |
| 2021-12 | +0.77% | +20.31% | 0.55% | -0.72% | 0.95 | 3.65% | +0.01 | 0.92 | 22.83% | 17.39% | 9.78% |
| 2021-11 | +0.32% | +19.40% | 0.55% | -0.84% | 0.90 | 3.65% | -0.02 | 0.91 | 21.98% | 17.58% | 9.89% |
| 2021-10 | +0.98% | +19.01% | 0.55% | -0.72% | 0.88 | 3.65% | +0.01 | 0.93 | 21.51% | 17.20% | 9.68% |
| 2021-09 | -0.58% | +17.86% | 0.55% | -0.60% | 0.81 | 3.64% | +0.01 | 0.91 | 20.88% | 17.58% | 17.58% |
| 2021-08 | +0.85% | +18.55% | 0.55% | -0.48% | 0.86 | 3.63% | -0.17 | 0.92 | 23.91% | 18.48% | 18.48% |
| 2021-07 | +0.45% | +17.55% | 0.55% | -0.48% | 0.79 | 3.63% | +0.01 | 1.07 | 20.56% | 15.89% | 14.95% |
| 2021-06 | +0.61% | +17.02% | 0.55% | -0.48% | 0.78 | 3.64% | -0.11 | 1.06 | 21.70% | 16.98% | 15.09% |
| 2021-05 | +0.40% | +16.31% | 0.55% | -0.60% | 0.74 | 3.64% | -0.01 | 1.16 | 19.83% | 14.66% | 15.52% |
| 2021-04 | +0.74% | +15.85% | 0.55% | -0.48% | 0.72 | 3.64% | +0.09 | 1.17 | 18.80% | 16.24% | 15.38% |
| 2021-03 | +1.29% | +15.00% | 0.55% | -0.60% | 0.67 | 3.63% | -0.02 | 1.08 | 20.37% | 16.67% | 15.74% |
| 2021-02 | -0.10% | +13.53% | 0.55% | -0.60% | 0.59 | 3.60% | +0.03 | 1.08 | 19.44% | 15.74% | 13.89% |
| 2021-01 | +0.49% | +13.65% | 0.55% | -0.84% | 0.60 | 3.60% | -0.08 | 1.05 | 19.05% | 15.24% | 14.29% |
| 2020-12 | +0.61% | +13.09% | 0.49% | -0.60% | 0.57 | 3.60% | +0.01 | 1.12 | 16.07% | 12.50% | 12.50% |
| 2020-11 | +1.48% | +12.41% | 0.49% | — | — | — | +0.01 | 1.11 | 15.32% | 11.71% | 12.61% |
| 2020-10 | -0.29% | +10.77% | 0.49% | — | — | — | -0.29 | 1.09 | 11.93% | 10.09% | 12.84% |
| 2020-09 | -0.95% | +11.09% | 0.49% | — | — | — | +0.00 | 1.37 | 12.41% | 10.22% | 10.95% |
| 2020-08 | +1.34% | +12.15% | 0.49% | — | — | — | +0.01 | 1.38 | 13.04% | 10.14% | 10.87% |
| 2020-07 | +0.93% | +10.67% | 0.49% | — | — | — | +0.01 | 1.36 | 12.50% | 8.82% | 10.29% |
| 2020-06 | -0.67% | +9.65% | 0.49% | — | — | — | +0.00 | 1.34 | 11.94% | 8.96% | 9.70% |
| 2020-05 | +0.94% | +10.39% | 0.49% | — | — | — | -0.11 | 1.35 | 11.85% | 8.89% | 9.63% |
| 2020-04 | +3.13% | +9.36% | 0.49% | — | — | — | +0.01 | 1.44 | 11.81% | 7.64% | 9.03% |
| 2020-03 | -5.74% | +6.04% | 0.49% | — | — | — | +0.11 | 1.38 | 11.59% | 7.25% | 8.70% |
| 2020-02 | -0.42% | +12.50% | 0.49% | — | — | — | +0.00 | 1.35 | 14.81% | 9.63% | 11.11% |
| 2020-01 | +0.36% | +12.98% | 0.49% | — | — | — | -0.06 | 1.35 | 17.04% | 11.11% | 11.85% |
| 2019-12 | +0.25% | +12.57% | 0.44% | — | — | — | +0.00 | 1.41 | 15.60% | 10.64% | 11.35% |
| 2019-11 | +0.42% | +12.29% | 0.44% | — | — | — | +0.00 | 1.40 | 15.00% | 9.29% | 10.00% |
| 2019-10 | +0.66% | +11.82% | 0.44% | — | — | — | +0.01 | 1.39 | 15.11% | 9.35% | 10.07% |
| 2019-09 | +0.74% | +11.09% | 0.44% | — | — | — | +0.14 | 1.38 | 14.49% | 9.42% | 10.14% |
| 2019-08 | -0.19% | +10.27% | 0.44% | — | — | — | +0.01 | 1.22 | 14.75% | 9.84% | 9.84% |
| 2019-07 | +0.53% | +10.48% | 0.44% | — | — | — | -0.08 | 1.22 | 14.75% | 10.66% | 10.66% |
| 2019-06 | +1.11% | +9.90% | 0.44% | — | — | — | +0.00 | 1.29 | 13.95% | 10.08% | 10.08% |
| 2019-05 | -0.49% | +8.69% | 0.44% | — | — | — | +0.00 | 1.27 | 15.75% | 9.45% | 11.02% |
| 2019-04 | +0.83% | +9.23% | 0.44% | — | — | — | +0.03 | 1.28 | 14.06% | 10.16% | 10.94% |
| 2019-03 | +0.60% | +8.33% | 0.44% | — | — | — | +0.00 | 1.24 | 13.71% | 11.29% | 11.29% |
| 2019-02 | +0.74% | +7.68% | 0.44% | — | — | — | -0.12 | 1.24 | 16.13% | 12.10% | 11.29% |
| 2019-01 | +1.60% | +6.89% | 0.44% | — | — | — | +0.02 | 1.35 | 14.81% | 11.11% | 9.63% |
| 2018-12 | -1.31% | +5.21% | 0.47% | — | — | — | +0.00 | 1.31 | 14.50% | 10.69% | 9.92% |
| 2018-11 | -0.02% | +6.60% | 0.47% | — | — | — | +0.00 | 1.32 | 15.15% | 11.36% | 12.12% |
| 2018-10 | -0.88% | +6.63% | 0.47% | — | — | — | +0.01 | 1.32 | 15.15% | 11.36% | 10.61% |
| 2018-09 | -0.03% | +7.57% | 0.47% | — | — | — | +0.00 | 1.33 | 16.54% | 12.03% | 12.78% |
| 2018-08 | +0.80% | +7.61% | 0.47% | — | — | — | +0.00 | 1.32 | 16.67% | 12.12% | 10.61% |
| 2018-07 | +0.62% | +6.75% | 0.47% | — | — | — | +0.00 | 1.31 | 15.27% | 12.21% | 11.45% |
| 2018-06 | +0.11% | +6.09% | 0.47% | — | — | — | +0.00 | 1.30 | 16.15% | 13.08% | 11.54% |
| 2018-05 | +0.22% | +5.98% | 0.47% | — | — | — | +0.01 | 1.30 | 16.92% | 12.31% | 13.08% |
| 2018-04 | +0.22% | +5.74% | 0.47% | — | — | — | +0.01 | 1.29 | 14.73% | 9.30% | 10.08% |
| 2018-03 | -0.12% | +5.51% | 0.47% | — | — | — | -0.01 | 1.28 | 14.84% | 8.59% | 9.38% |
| 2018-02 | -0.70% | +5.64% | 0.47% | — | — | — | -0.06 | 1.28 | 14.84% | 9.38% | 9.38% |
| 2018-01 | +0.44% | +6.38% | 0.47% | — | — | — | -0.03 | 1.35 | 14.81% | 8.89% | 8.89% |
| 2017-12 | +0.39% | +5.92% | 0.48% | — | — | — | +0.00 | 1.37 | 13.14% | 8.76% | 8.76% |
| 2017-11 | +0.56% | +5.51% | 0.48% | — | — | — | -0.02 | 1.36 | 13.24% | 8.09% | 8.82% |
| 2017-10 | +0.47% | +4.92% | 0.48% | — | — | — | +0.01 | 1.37 | 11.68% | 7.30% | 8.03% |
| 2017-09 | +0.08% | +4.43% | 0.48% | — | — | — | +0.00 | 1.36 | 11.76% | 7.35% | 8.09% |
| 2017-08 | +0.36% | +4.34% | 0.48% | — | — | — | +0.01 | 1.35 | 11.85% | 7.41% | 8.15% |
| 2017-07 | +0.73% | +3.97% | 0.48% | — | — | — | +0.00 | 1.34 | 11.94% | 7.46% | 7.46% |
| 2017-06 | -0.41% | +3.22% | 0.48% | — | — | — | +0.00 | 1.33 | 11.28% | 6.77% | 7.52% |
| 2017-05 | +0.67% | +3.64% | 0.48% | — | — | — | +0.00 | 1.33 | 12.03% | 6.77% | 7.52% |
| 2017-04 | +0.66% | +2.95% | 0.48% | — | — | — | +0.01 | 1.32 | 11.36% | 6.82% | 7.58% |
| 2017-03 | +0.15% | +2.28% | 0.48% | — | — | — | +0.01 | 1.30 | 11.54% | 6.92% | 7.69% |
| 2017-02 | +0.27% | +2.12% | 0.48% | — | — | — | +0.09 | 1.29 | 12.40% | 7.75% | 7.75% |
| 2017-01 | +0.02% | +1.85% | 0.48% | — | — | — | +0.00 | 1.20 | 13.33% | 8.33% | 8.33% |
| 2016-12 | +0.50% | +1.83% | — | — | — | — | +0.00 | 1.20 | 13.33% | 8.33% | 8.33% |
| 2016-11 | +0.00% | +1.32% | — | — | — | — | -0.01 | 1.19 | 13.45% | 8.40% | 8.40% |
| 2016-10 | +0.04% | +1.32% | — | — | — | — | +0.00 | 1.20 | 12.50% | 7.50% | 7.50% |
| 2016-09 | -0.46% | +1.28% | — | — | — | — | +0.01 | 1.19 | 12.61% | 7.56% | 7.56% |
| 2016-08 | -0.23% | +1.75% | — | — | — | — | +0.03 | 1.19 | 12.61% | 7.56% | 7.56% |
| 2016-07 | +0.89% | +1.98% | — | — | — | — | -0.05 | 1.18 | 13.56% | 7.63% | 7.63% |
| 2016-06 | +0.18% | +1.08% | — | — | — | — | +0.01 | 1.22 | 9.84% | 4.92% | 5.74% |
| 2016-05 | +0.08% | +0.90% | — | — | — | — | -0.17 | 1.22 | 13.11% | 5.74% | 5.74% |
| 2016-04 | +0.40% | +0.82% | — | — | — | — | +0.10 | 1.39 | 12.23% | 5.04% | 5.04% |
| 2016-03 | +0.39% | +0.42% | — | — | — | — | +0.01 | 1.29 | 11.63% | 3.88% | 3.88% |
| 2016-02 | -0.15% | +0.03% | — | — | — | — | +0.42 | 1.28 | 9.38% | 2.34% | 2.34% |
| 2016-01 | +0.18% | +0.18% | — | — | — | — | +0.21 | 0.86 | 10.47% | 3.49% | 3.49% |
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.