חודשים בטווח
125
קופת גמל עמ"י 60 ומעלה
נתונים היסטוריים מלאים עבור קופת גמל עמ"י 60 ומעלה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9942 | שם קרן: קופת גמל עמ"י 60 ומעלה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: הסתדרות עובדי המדינה | חברה מנהלת: עמ"י - חברה לניהול קופות גמל ענפיות 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 עמ"י 60 ומעלה ישירות למייל.
תשואה חודשית אחרונה
+1.49%
תשואה מצטברת מההתחלה
+55.67%
| 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 | +1.49% | +55.67% | 0.39% | -0.48% | 0.86 | 4.16% | +0.83 | 107.43 | 29.87% | 20.35% | 14.32% |
| 2026-04 | +2.76% | +53.39% | 0.39% | -0.72% | 0.79 | 4.14% | +1.31 | 105.07 | 29.96% | 19.40% | 14.11% |
| 2026-03 | -1.92% | +49.27% | 0.39% | -0.84% | 0.65 | 4.01% | -0.54 | 101.01 | 29.10% | 19.37% | 13.76% |
| 2026-02 | +0.64% | +52.19% | 0.39% | -0.60% | 0.97 | 3.90% | +0.26 | 103.58 | 30.23% | 19.87% | 14.62% |
| 2026-01 | +1.83% | +51.22% | 0.39% | -0.48% | 0.94 | 3.90% | -0.61 | 102.70 | 29.76% | 19.29% | 14.37% |
| 2025-12 | +0.87% | +48.50% | 0.41% | -0.48% | 0.85 | 3.86% | -1.07 | 101.49 | 29.54% | 19.80% | 16.11% |
| 2025-11 | +0.51% | +47.22% | 0.41% | -0.48% | 0.84 | 3.87% | +1.03 | 101.72 | 28.81% | 20.35% | 16.34% |
| 2025-10 | +1.21% | +46.48% | 0.41% | -0.36% | 0.88 | 3.93% | +0.28 | 100.21 | 28.61% | 20.46% | 16.54% |
| 2025-09 | +1.58% | +44.72% | 0.41% | -0.48% | 0.81 | 3.92% | +1.94 | 98.77 | 27.86% | 20.53% | 16.44% |
| 2025-08 | +0.71% | +42.47% | 0.41% | -0.60% | 0.67 | 3.96% | -0.30 | 95.34 | 28.09% | 20.85% | 16.97% |
| 2025-07 | +0.94% | +41.47% | 0.41% | -0.48% | 0.69 | 4.03% | -0.56 | 94.98 | 28.74% | 21.31% | 16.97% |
| 2025-06 | +2.61% | +40.15% | 0.41% | -0.60% | 0.68 | 4.05% | +0.18 | 94.69 | 28.28% | 21.22% | 16.83% |
| 2025-05 | +1.27% | +36.59% | 0.41% | -0.36% | 0.49 | 3.95% | -0.09 | 92.14 | 29.27% | 23.34% | 19.83% |
| 2025-04 | +0.71% | +34.87% | 0.41% | -0.36% | 0.44 | 3.94% | +0.64 | 91.09 | 29.20% | 22.68% | 19.51% |
| 2025-03 | -0.63% | +33.92% | 0.41% | -0.24% | 0.49 | 4.22% | +0.22 | 89.84 | 29.50% | 24.20% | 20.18% |
| 2025-02 | +0.01% | +34.77% | 0.41% | -0.72% | 0.36 | 5.27% | -2.46 | 90.22 | 29.39% | 23.12% | 18.18% |
| 2025-01 | +0.79% | +34.76% | 0.41% | -0.36% | 0.36 | 5.30% | -0.29 | 92.68 | 29.15% | 23.21% | 18.34% |
| 2024-12 | +0.55% | +33.70% | 0.38% | -0.36% | 0.34 | 5.30% | -0.76 | 92.26 | 27.99% | 22.85% | 18.23% |
| 2024-11 | +1.26% | +32.97% | 0.38% | -0.24% | 0.34 | 5.30% | -0.11 | 92.54 | 26.81% | 23.48% | 18.55% |
| 2024-10 | +0.16% | +31.32% | 0.38% | -0.24% | 0.28 | 5.28% | -0.24 | 91.53 | 26.36% | 23.07% | 18.01% |
| 2024-09 | +1.17% | +31.11% | 0.38% | -0.12% | 0.32 | 5.28% | +0.13 | 91.65 | 26.13% | 23.18% | 18.76% |
| 2024-08 | +0.61% | +29.59% | 0.38% | — | 0.26 | 5.27% | +1.37 | 90.51 | 25.82% | 21.70% | 18.40% |
| 2024-07 | +0.82% | +28.80% | 0.38% | -0.12% | 0.26 | 5.27% | -0.93 | 88.63 | 27.56% | 23.91% | 18.91% |
| 2024-06 | +0.86% | +27.76% | 0.38% | +0.00% | 0.24 | 5.27% | +1.51 | 88.88 | 27.63% | 24.03% | 18.61% |
| 2024-05 | +0.73% | +26.67% | 0.38% | -0.24% | 0.23 | 5.28% | -0.04 | 86.64 | 27.56% | 23.52% | 18.18% |
| 2024-04 | -0.73% | +25.75% | 0.38% | -0.24% | 0.20 | 5.28% | +1.33 | 86.08 | 27.07% | 23.25% | 17.68% |
| 2024-03 | +1.39% | +26.67% | 0.38% | -0.36% | 0.30 | 5.28% | -0.40 | 85.40 | 27.58% | 23.78% | 18.34% |
| 2024-02 | +1.35% | +24.94% | 0.38% | -0.36% | 0.24 | 5.25% | -0.50 | 84.66 | 27.30% | 23.29% | 17.62% |
| 2024-01 | +0.44% | +23.27% | 0.38% | -0.36% | 0.19 | 5.24% | -0.40 | 84.05 | 26.34% | 23.38% | 17.28% |
| 2023-12 | +1.78% | +22.73% | 0.37% | -0.48% | 0.23 | 5.29% | -0.19 | 84.11 | 27.59% | 24.40% | 17.17% |
| 2023-11 | +2.35% | +20.59% | 0.37% | -0.36% | 0.10 | 5.33% | -0.56 | 82.85 | 27.01% | 24.21% | 16.83% |
| 2023-10 | -1.51% | +17.82% | 0.37% | -0.36% | -0.04 | 5.24% | +0.88 | 81.53 | 27.25% | 25.41% | 16.67% |
| 2023-09 | -0.81% | +19.62% | 0.37% | -0.60% | 0.07 | 5.22% | -0.09 | 81.92 | 27.84% | 24.93% | 16.41% |
| 2023-08 | +0.13% | +20.60% | 0.37% | -0.60% | 0.16 | 5.20% | -2.42 | 82.70 | 28.33% | 25.19% | 17.13% |
| 2023-07 | +1.56% | +20.45% | 0.37% | -0.72% | 0.19 | 5.21% | +0.59 | 85.05 | 27.45% | 24.61% | 16.74% |
| 2023-06 | +1.14% | +18.60% | 0.37% | -0.84% | 0.13 | 5.18% | -1.92 | 83.18 | 26.97% | 22.65% | 16.24% |
| 2023-05 | +0.98% | +17.26% | 0.37% | -0.84% | 0.07 | 5.16% | +1.01 | 84.17 | 25.90% | 21.40% | 13.13% |
| 2023-04 | +1.09% | +16.12% | 0.37% | -0.96% | 0.03 | 5.15% | -0.87 | 82.39 | 26.13% | 21.65% | 13.45% |
| 2023-03 | +0.85% | +14.87% | 0.37% | -1.08% | -0.01 | 5.13% | -2.63 | 82.39 | 25.27% | 20.85% | 12.83% |
| 2023-02 | -1.89% | +13.90% | 0.37% | -1.08% | -0.05 | 5.12% | +0.01 | 84.36 | 23.77% | 19.43% | 12.46% |
| 2023-01 | +1.21% | +16.09% | 0.37% | -0.96% | 0.08 | 5.07% | -1.10 | 86.01 | 22.81% | 18.07% | 12.09% |
| 2022-12 | -1.41% | +14.71% | 0.35% | -0.96% | 0.04 | 5.05% | -0.30 | 86.11 | 21.87% | 16.21% | 11.51% |
| 2022-11 | -0.02% | +16.35% | 0.35% | -0.84% | 0.16 | 5.01% | +1.74 | 87.66 | 22.56% | 16.21% | 11.75% |
| 2022-10 | +0.86% | +16.37% | 0.35% | -0.84% | 0.20 | 5.01% | -0.66 | 85.97 | 23.44% | 15.59% | 11.36% |
| 2022-09 | -2.43% | +15.38% | 0.35% | -0.84% | 0.16 | 5.01% | -0.04 | 85.92 | 23.24% | 15.27% | 9.24% |
| 2022-08 | -1.17% | +18.25% | 0.35% | -0.84% | 0.36 | 4.87% | +1.43 | 88.13 | 24.80% | 15.95% | 9.72% |
| 2022-07 | +1.76% | +19.65% | 0.35% | -0.84% | 0.46 | 4.83% | -0.09 | 87.77 | 25.28% | 16.74% | 10.64% |
| 2022-06 | -1.26% | +17.58% | 0.35% | -0.84% | 0.37 | 4.78% | +1.57 | 86.36 | 24.28% | 16.47% | 9.96% |
| 2022-05 | -2.35% | +19.08% | 0.35% | -0.72% | 0.46 | 4.75% | +0.93 | 85.89 | 24.79% | 16.70% | 10.19% |
| 2022-04 | -0.67% | +21.95% | 0.35% | -0.72% | 0.68 | 4.61% | +3.79 | 87.04 | 26.85% | 16.68% | 10.44% |
| 2022-03 | +0.13% | +22.77% | 0.35% | -0.72% | 0.75 | 4.59% | +1.63 | 83.85 | 26.12% | 15.58% | 10.79% |
| 2022-02 | -0.93% | +22.61% | 0.35% | -0.72% | 0.76 | 4.59% | +0.31 | 82.15 | 25.70% | 15.67% | 11.07% |
| 2022-01 | -1.54% | +23.76% | 0.35% | -0.72% | 0.84 | 4.56% | -1.89 | 82.64 | 27.14% | 16.58% | 11.08% |
| 2021-12 | +0.96% | +25.70% | 0.34% | -0.60% | 1.00 | 4.48% | +0.84 | 85.91 | 27.55% | 18.21% | 11.52% |
| 2021-11 | +0.20% | +24.50% | 0.34% | -0.60% | 0.95 | 4.47% | +0.45 | 84.28 | 27.06% | 18.45% | 11.25% |
| 2021-10 | +1.85% | +24.25% | 0.34% | -0.48% | 0.94 | 4.48% | -1.50 | 83.69 | 26.37% | 17.78% | 11.51% |
| 2021-09 | -0.49% | +22.00% | 0.34% | -0.60% | 0.83 | 4.42% | +4.41 | 83.67 | 25.07% | 18.08% | 10.89% |
| 2021-08 | +0.65% | +22.60% | 0.34% | -0.48% | 0.87 | 4.42% | +1.86 | 79.68 | 25.16% | 18.81% | 12.06% |
| 2021-07 | +0.17% | +21.81% | 0.34% | -0.24% | 0.83 | 4.42% | +2.07 | 77.34 | 25.11% | 18.53% | 12.14% |
| 2021-06 | +0.46% | +21.60% | 0.34% | -0.36% | 0.84 | 4.43% | +0.94 | 75.17 | 25.79% | 17.04% | 12.39% |
| 2021-05 | +0.86% | +21.04% | 0.34% | -0.36% | 0.82 | 4.43% | -0.68 | 73.91 | 24.46% | 15.48% | 12.30% |
| 2021-04 | +0.98% | +20.01% | 0.34% | -0.36% | 0.77 | 4.43% | -0.86 | 73.98 | 24.28% | 13.69% | 12.23% |
| 2021-03 | +1.43% | +18.85% | 0.34% | -0.48% | 0.73 | 4.42% | +0.61 | 74.13 | 23.50% | 12.13% | 11.90% |
| 2021-02 | -0.10% | +17.17% | 0.34% | -0.48% | 0.65 | 4.39% | +0.32 | 72.49 | 22.25% | 12.64% | 11.71% |
| 2021-01 | +1.00% | +17.29% | 0.34% | -0.48% | 0.67 | 4.39% | +0.33 | 72.27 | 21.56% | 13.05% | 11.51% |
| 2020-12 | +1.10% | +16.13% | 0.33% | -0.48% | 0.60 | 4.38% | +1.74 | 71.25 | 20.55% | 12.45% | 11.52% |
| 2020-11 | +2.00% | +14.86% | 0.33% | — | — | — | +1.20 | 68.76 | 19.52% | 12.77% | 11.53% |
| 2020-10 | +0.08% | +12.61% | 0.33% | — | — | — | +0.98 | 66.25 | 16.08% | 11.17% | 10.19% |
| 2020-09 | -1.30% | +12.52% | 0.33% | — | — | — | -0.21 | 65.24 | 19.59% | 14.26% | 12.20% |
| 2020-08 | +2.17% | +14.00% | 0.33% | — | — | — | +0.82 | 66.32 | 19.75% | 13.71% | 12.23% |
| 2020-07 | +1.33% | +11.58% | 0.33% | — | — | — | -0.01 | 64.11 | 18.98% | 13.34% | 11.70% |
| 2020-06 | -0.70% | +10.12% | 0.33% | — | — | — | +0.59 | 63.30 | 17.82% | 12.43% | 11.30% |
| 2020-05 | +0.85% | +10.89% | 0.33% | — | — | — | +0.46 | 63.19 | 17.77% | 12.34% | 10.68% |
| 2020-04 | +3.76% | +9.96% | 0.33% | — | — | — | +1.78 | 62.21 | 17.54% | 11.93% | 10.01% |
| 2020-03 | -6.73% | +5.97% | 0.33% | — | — | — | -1.20 | 58.24 | 17.15% | 11.92% | 9.36% |
| 2020-02 | -0.98% | +13.62% | 0.33% | — | — | — | +0.47 | 63.72 | 17.50% | 11.77% | 10.19% |
| 2020-01 | +0.26% | +14.75% | 0.33% | — | — | — | +0.14 | 63.92 | 19.04% | 12.98% | 11.01% |
| 2019-12 | +0.35% | +14.45% | 0.29% | — | — | — | -0.58 | 63.64 | 19.00% | 12.98% | 11.05% |
| 2019-11 | +0.46% | +14.05% | 0.29% | — | — | — | +0.79 | 64.01 | 17.95% | 12.37% | 10.20% |
| 2019-10 | +0.75% | +13.53% | 0.29% | — | — | — | +1.12 | 62.95 | 17.39% | 12.23% | 10.18% |
| 2019-09 | +0.72% | +12.68% | 0.29% | — | — | — | +1.35 | 61.37 | 17.13% | 11.99% | 9.86% |
| 2019-08 | -0.22% | +11.88% | 0.29% | — | — | — | -0.55 | 59.59 | 16.87% | 12.15% | 10.30% |
| 2019-07 | +0.72% | +12.12% | 0.29% | — | — | — | +3.59 | 60.30 | 17.05% | 12.21% | 10.41% |
| 2019-06 | +1.07% | +11.32% | 0.29% | — | — | — | +0.79 | 56.31 | 17.46% | 12.57% | 11.01% |
| 2019-05 | -0.50% | +10.14% | 0.29% | — | — | — | +1.96 | 54.94 | 17.15% | 11.72% | 11.58% |
| 2019-04 | +1.05% | +10.70% | 0.29% | — | — | — | +0.27 | 53.26 | 18.33% | 12.56% | 12.58% |
| 2019-03 | +0.59% | +9.55% | 0.29% | — | — | — | +0.81 | 52.46 | 18.05% | 12.79% | 12.39% |
| 2019-02 | +0.88% | +8.90% | 0.29% | — | — | — | +0.86 | 51.36 | 18.56% | 12.69% | 12.25% |
| 2019-01 | +1.94% | +7.95% | 0.29% | — | — | — | +0.90 | 50.06 | 18.48% | 12.74% | 12.84% |
| 2018-12 | -1.84% | +5.90% | 0.31% | — | — | — | -0.36 | 48.23 | 19.49% | 13.27% | 12.46% |
| 2018-11 | +0.07% | +7.88% | 0.31% | — | — | — | +2.05 | 49.51 | 27.77% | 21.17% | 20.74% |
| 2018-10 | -1.20% | +7.81% | 0.31% | — | — | — | +1.65 | 47.44 | 19.12% | 12.75% | 12.14% |
| 2018-09 | -0.02% | +9.12% | 0.31% | — | — | — | +0.58 | 46.36 | 19.93% | 13.07% | 12.47% |
| 2018-08 | +0.90% | +9.14% | 0.31% | — | — | — | +0.49 | 45.80 | 19.96% | 11.86% | 12.73% |
| 2018-07 | +0.63% | +8.17% | 0.31% | — | — | — | +1.21 | 44.91 | 19.71% | 11.76% | 12.63% |
| 2018-06 | -0.08% | +7.49% | 0.31% | — | — | — | +0.76 | 43.43 | 19.50% | 11.72% | 12.27% |
| 2018-05 | +0.21% | +7.57% | 0.31% | — | — | — | +0.70 | 42.72 | 19.59% | 10.72% | 12.22% |
| 2018-04 | +0.45% | +7.35% | 0.31% | — | — | — | +0.59 | 41.95 | 19.57% | 10.82% | 12.71% |
| 2018-03 | -0.19% | +6.87% | 0.31% | — | — | — | +0.03 | 41.18 | 20.71% | 11.15% | 12.19% |
| 2018-02 | -1.03% | +7.07% | 0.31% | — | — | — | +2.13 | 41.24 | 20.10% | 10.91% | 11.71% |
| 2018-01 | +0.80% | +8.19% | 0.31% | — | — | — | +1.53 | 39.53 | 21.33% | 11.56% | 11.33% |
| 2017-12 | +0.62% | +7.33% | 0.29% | — | — | — | +0.72 | 37.70 | 21.86% | 11.67% | 11.22% |
| 2017-11 | +0.68% | +6.67% | 0.29% | — | — | — | +0.97 | 36.76 | 22.66% | 12.02% | 11.37% |
| 2017-10 | +0.65% | +5.95% | 0.29% | — | — | — | +0.42 | 35.59 | 21.16% | 11.27% | 12.33% |
| 2017-09 | +0.20% | +5.26% | 0.29% | — | — | — | +0.11 | 34.95 | 19.94% | 10.82% | 11.19% |
| 2017-08 | +0.30% | +5.05% | 0.29% | — | — | — | -0.04 | 34.77 | 19.47% | 11.07% | 11.10% |
| 2017-07 | +0.80% | +4.74% | 0.29% | — | — | — | +0.61 | 34.71 | 19.65% | 10.75% | 10.75% |
| 2017-06 | -0.50% | +3.91% | 0.29% | — | — | — | +1.34 | 33.84 | 18.47% | 9.66% | 10.43% |
| 2017-05 | +0.83% | +4.43% | 0.29% | — | — | — | +1.17 | 32.69 | 18.63% | 10.25% | 10.46% |
| 2017-04 | +0.78% | +3.57% | 0.29% | — | — | — | +0.33 | 31.27 | 19.35% | 10.62% | 10.84% |
| 2017-03 | +0.18% | +2.77% | 0.29% | — | — | — | +2.79 | 30.71 | 17.42% | 9.22% | 9.41% |
| 2017-02 | +0.22% | +2.58% | 0.29% | — | — | — | +0.77 | 27.87 | 17.37% | 9.22% | 10.19% |
| 2017-01 | +0.18% | +2.36% | 0.29% | — | — | — | +0.64 | 27.05 | 17.67% | 9.50% | 9.98% |
| 2016-12 | +0.55% | +2.17% | — | — | — | — | +1.23 | 26.37 | 14.52% | 7.70% | 8.04% |
| 2016-11 | -0.12% | +1.61% | — | — | — | — | +1.74 | 25.01 | 14.99% | 8.00% | 8.28% |
| 2016-10 | +0.11% | +1.74% | — | — | — | — | +0.50 | 23.31 | 11.33% | 6.39% | 7.64% |
| 2016-09 | -0.45% | +1.62% | — | — | — | — | +0.37 | 22.79 | 11.54% | 6.41% | 7.68% |
| 2016-08 | -0.14% | +2.08% | — | — | — | — | +1.64 | 22.53 | 11.81% | 6.57% | 7.86% |
| 2016-07 | +0.90% | +2.23% | — | — | — | — | +1.61 | 20.92 | 12.72% | 7.07% | 8.46% |
| 2016-06 | +0.06% | +1.32% | — | — | — | — | +1.50 | 19.14 | 13.27% | 7.37% | 8.99% |
| 2016-05 | +0.09% | +1.25% | — | — | — | — | +1.56 | 17.63 | 14.75% | 8.22% | 9.87% |
| 2016-04 | +0.62% | +1.16% | — | — | — | — | +0.83 | 16.06 | 13.82% | 7.85% | 10.65% |
| 2016-03 | +0.41% | +0.54% | — | — | — | — | +0.63 | 15.14 | 14.46% | 8.06% | 11.03% |
| 2016-02 | +0.28% | +0.13% | — | — | — | — | +4.18 | 14.45 | 13.70% | 6.99% | 11.28% |
| 2016-01 | -0.15% | -0.15% | — | — | — | — | +8.17 | 10.24 | 1.66% | 0.78% | 0.78% |
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.