חודשים בטווח
125
קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ עד 50
נתונים היסטוריים מלאים עבור קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ עד 50, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7228 | שם קרן: קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ עד 50 | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: אחר | חברה מנהלת: חברת הגמל לעובדי האוניברסיטה העברית בע"מ | אוכלוסיית יעד: עובדי מפעל/גוף מסויים | התמחות: מדרגות | תת התמחות: עד 50.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ עד 50 ישירות למייל.
תשואה חודשית אחרונה
+2.35%
תשואה מצטברת מההתחלה
+126.53%
| 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 | +2.35% | +126.53% | 0.44% | +3.00% | 1.38 | 4.93% | -19.15 | 2698.82 | 51.81% | 43.20% | 19.22% |
| 2026-04 | +4.11% | +121.32% | 0.44% | +2.16% | 1.29 | 4.88% | -21.13 | 2657.22 | 51.42% | 43.48% | 19.81% |
| 2026-03 | -1.98% | +112.59% | 0.44% | +1.92% | 1.16 | 4.65% | -14.61 | 2573.75 | 50.49% | 44.13% | 18.12% |
| 2026-02 | +0.66% | +116.88% | 0.44% | +2.04% | 1.49 | 4.51% | -17.42 | 2641.64 | 52.56% | 44.12% | 19.13% |
| 2026-01 | +1.70% | +115.46% | 0.44% | +2.28% | 1.50 | 4.51% | -9.99 | 2641.61 | 51.28% | 45.83% | 19.06% |
| 2025-12 | +0.71% | +111.86% | 0.45% | +2.28% | 1.44 | 4.50% | -9.35 | 2606.70 | 50.89% | 47.95% | 20.71% |
| 2025-11 | +1.20% | +110.36% | 0.45% | +2.40% | 1.46 | 4.51% | -16.77 | 2598.44 | 50.59% | 47.57% | 20.65% |
| 2025-10 | +1.00% | +107.87% | 0.45% | +2.40% | 1.46 | 4.71% | -8.54 | 2584.64 | 50.09% | 46.81% | 20.42% |
| 2025-09 | +1.91% | +105.81% | 0.45% | +2.28% | 1.43 | 4.71% | -13.34 | 2567.86 | 49.76% | 46.94% | 30.76% |
| 2025-08 | +0.57% | +101.95% | 0.45% | +2.40% | 1.32 | 4.72% | -7.30 | 2533.28 | 49.35% | 47.24% | 31.34% |
| 2025-07 | +1.31% | +100.81% | 0.45% | +2.52% | 1.36 | 4.78% | -8.48 | 2526.27 | 49.77% | 47.62% | 33.03% |
| 2025-06 | +1.96% | +98.21% | 0.45% | +2.52% | 1.34 | 4.82% | -3.50 | 2502.68 | 48.61% | 47.79% | 33.24% |
| 2025-05 | +1.52% | +94.40% | 0.45% | +2.40% | 1.23 | 4.83% | +2.69 | 2459.03 | 48.19% | 50.46% | 37.02% |
| 2025-04 | -0.65% | +91.49% | 0.45% | +2.40% | 1.20 | 4.84% | -1.56 | 2420.37 | 46.10% | 49.92% | 37.29% |
| 2025-03 | +0.07% | +92.75% | 0.45% | +2.88% | 1.35 | 5.13% | -4.34 | 2438.55 | 46.17% | 52.87% | 38.40% |
| 2025-02 | -0.36% | +92.61% | 0.45% | +2.64% | 1.13 | 6.12% | -2.91 | 2442.13 | 45.34% | 57.03% | 38.02% |
| 2025-01 | +1.05% | +93.31% | 0.45% | +3.24% | 1.15 | 6.22% | -16.14 | 2453.08 | 45.44% | 59.07% | 37.97% |
| 2024-12 | +0.01% | +91.30% | 0.44% | +3.24% | 1.13 | 6.21% | -1.21 | 2444.59 | 44.11% | 56.69% | 37.16% |
| 2024-11 | +1.60% | +91.28% | 0.44% | +3.36% | 1.18 | 6.21% | -2.39 | 2446.43 | 44.00% | 56.98% | 38.34% |
| 2024-10 | -0.07% | +88.27% | 0.44% | +3.48% | 1.14 | 6.20% | +1.26 | 2411.19 | 43.55% | 56.27% | 38.85% |
| 2024-09 | +1.86% | +88.40% | 0.44% | +3.36% | 1.20 | 6.19% | -1.88 | 2412.50 | 43.84% | 54.79% | 39.05% |
| 2024-08 | +0.32% | +84.96% | 0.44% | — | 1.15 | 6.17% | -0.77 | 2370.36 | 44.99% | 55.76% | 40.14% |
| 2024-07 | +1.34% | +84.37% | 0.44% | +3.60% | 1.16 | 6.17% | -1.29 | 2364.48 | 45.57% | 60.49% | 43.00% |
| 2024-06 | +0.79% | +81.93% | 0.44% | +3.84% | 1.12 | 6.17% | +1.78 | 2335.32 | 44.04% | 62.77% | 42.98% |
| 2024-05 | +1.30% | +80.50% | 0.44% | +3.72% | 1.13 | 6.18% | -5.95 | 2316.00 | 46.94% | 62.87% | 43.09% |
| 2024-04 | -0.86% | +78.19% | 0.44% | +3.72% | 1.07 | 6.21% | -3.86 | 2292.78 | 46.47% | 63.63% | 39.40% |
| 2024-03 | +3.04% | +79.73% | 0.44% | +3.60% | 1.19 | 6.17% | +0.37 | 2317.31 | 46.52% | 62.90% | 42.45% |
| 2024-02 | +1.37% | +74.43% | 0.44% | +3.48% | 1.07 | 6.08% | -0.23 | 2249.46 | 46.19% | 60.78% | 40.73% |
| 2024-01 | +0.51% | +72.07% | 0.44% | +3.72% | 1.04 | 6.08% | +4.32 | 2219.98 | 43.58% | 59.49% | 40.32% |
| 2023-12 | +1.62% | +71.20% | 0.45% | +3.60% | 1.08 | 6.14% | +6.06 | 2205.30 | 45.45% | 57.99% | 40.15% |
| 2023-11 | +1.05% | +68.47% | 0.45% | +3.84% | 0.97 | 6.27% | -5.60 | 2165.45 | 46.24% | 57.53% | 39.95% |
| 2023-10 | -0.39% | +66.72% | 0.45% | +4.08% | 0.95 | 6.26% | +3.09 | 2149.21 | 46.55% | 60.22% | 39.35% |
| 2023-09 | -1.49% | +67.37% | 0.45% | +3.60% | 0.98 | 6.33% | +5.53 | 2155.22 | 49.27% | 59.01% | 39.40% |
| 2023-08 | +0.34% | +69.90% | 0.45% | +3.84% | 1.13 | 6.26% | +17.18 | 2184.54 | 49.88% | 57.81% | 38.36% |
| 2023-07 | +2.27% | +69.33% | 0.45% | +3.72% | 1.16 | 6.27% | +1.36 | 2161.28 | 49.82% | 55.61% | 38.39% |
| 2023-06 | +1.62% | +65.57% | 0.45% | +3.84% | 1.10 | 6.24% | +11.53 | 2112.74 | 48.75% | 54.63% | 37.97% |
| 2023-05 | +1.04% | +62.93% | 0.45% | +3.60% | 1.04 | 6.23% | +6.18 | 2068.47 | 47.56% | 51.87% | 37.49% |
| 2023-04 | +1.53% | +61.25% | 0.45% | +3.72% | 1.03 | 6.24% | +5.15 | 2041.81 | 44.83% | 48.96% | 37.26% |
| 2023-03 | -0.37% | +58.82% | 0.45% | +3.48% | 0.99 | 6.23% | -2.08 | 2006.76 | 48.31% | 51.64% | 39.07% |
| 2023-02 | +0.11% | +59.41% | 0.45% | +3.84% | 1.03 | 6.24% | +7.78 | 2016.90 | 51.30% | 53.82% | 38.35% |
| 2023-01 | +2.34% | +59.24% | 0.45% | +3.84% | 1.05 | 6.25% | +5.65 | 2007.60 | 51.55% | 51.80% | 37.62% |
| 2022-12 | -1.03% | +55.60% | 0.39% | +3.72% | 0.98 | 6.21% | +7.90 | 1956.92 | 51.57% | 51.21% | 37.17% |
| 2022-11 | +1.81% | +57.22% | 0.39% | +3.72% | 1.08 | 6.17% | +1.32 | 1969.65 | 52.73% | 51.51% | 39.39% |
| 2022-10 | +4.70% | +54.42% | 0.39% | +3.36% | 1.02 | 6.14% | +2.87 | 1934.17 | 53.06% | 50.91% | 37.95% |
| 2022-09 | -2.92% | +47.49% | 0.39% | +3.00% | 0.86 | 5.85% | +3.68 | 1845.20 | 52.83% | 50.81% | 36.47% |
| 2022-08 | -0.69% | +51.93% | 0.39% | +3.12% | 1.12 | 5.64% | +6.80 | 1897.67 | 52.90% | 48.80% | 37.20% |
| 2022-07 | +2.32% | +52.98% | 0.39% | +3.00% | 1.20 | 5.61% | +1.98 | 1904.78 | 48.89% | 45.44% | 37.72% |
| 2022-06 | -1.59% | +49.51% | 0.39% | +3.00% | 1.11 | 5.56% | -5.50 | 1860.39 | 51.42% | 48.72% | 36.73% |
| 2022-05 | -1.34% | +51.93% | 0.39% | +3.00% | 1.23 | 5.50% | -3.01 | 1896.76 | 52.25% | 48.39% | 36.69% |
| 2022-04 | +0.32% | +53.99% | 0.39% | +3.00% | 1.38 | 5.44% | +6.38 | 1926.28 | 53.55% | 48.35% | 35.97% |
| 2022-03 | +0.11% | +53.50% | 0.39% | +2.76% | 1.39 | 5.44% | -0.46 | 1914.52 | 52.38% | 46.28% | 36.19% |
| 2022-02 | +0.19% | +53.33% | 0.39% | +2.76% | 1.41 | 5.44% | +0.49 | 1914.12 | 50.26% | 45.62% | 34.57% |
| 2022-01 | -1.65% | +53.04% | 0.39% | +2.64% | 1.42 | 5.43% | +1.30 | 1910.70 | 53.36% | 49.09% | 39.01% |
| 2021-12 | +0.95% | +55.61% | 0.44% | +3.12% | 1.59 | 5.34% | +8.03 | 1942.24 | 52.24% | 48.24% | 40.62% |
| 2021-11 | +0.37% | +54.14% | 0.44% | +3.24% | 1.55 | 5.34% | -0.81 | 1916.79 | 52.05% | 48.78% | 40.42% |
| 2021-10 | +2.44% | +53.58% | 0.44% | +3.48% | 1.57 | 5.34% | +0.74 | 1911.07 | 52.85% | 48.98% | 40.85% |
| 2021-09 | -0.62% | +49.92% | 0.44% | +3.24% | 1.46 | 5.28% | +7.14 | 1865.49 | 51.77% | 47.89% | 40.22% |
| 2021-08 | +1.39% | +50.85% | 0.44% | +3.60% | 1.53 | 5.26% | -0.58 | 1870.64 | 51.55% | 48.17% | 40.79% |
| 2021-07 | +0.11% | +48.79% | 0.44% | +3.72% | 1.47 | 5.25% | -1.86 | 1846.17 | 51.62% | 48.11% | 40.92% |
| 2021-06 | +2.15% | +48.62% | 0.44% | +3.72% | 1.51 | 5.27% | +7.39 | 1846.69 | 51.53% | 46.95% | 40.70% |
| 2021-05 | +0.98% | +45.49% | 0.44% | +3.36% | 1.40 | 5.24% | -2.70 | 1801.22 | 50.47% | 46.89% | 39.61% |
| 2021-04 | +1.57% | +44.08% | 0.44% | +3.48% | 1.37 | 5.24% | +5.49 | 1787.23 | 49.87% | 45.66% | 38.20% |
| 2021-03 | +1.61% | +41.85% | 0.44% | +3.36% | 1.31 | 5.22% | +4.75 | 1754.89 | 49.31% | 45.25% | 37.42% |
| 2021-02 | +0.86% | +39.61% | 0.44% | +3.48% | 1.26 | 5.21% | +5.24 | 1723.05 | 48.15% | 44.76% | 35.58% |
| 2021-01 | +1.41% | +38.42% | 0.44% | +3.36% | 1.22 | 5.21% | +3.81 | 1704.01 | 46.50% | 43.26% | 34.28% |
| 2020-12 | +1.61% | +36.49% | 0.41% | +3.36% | 1.13 | 5.27% | +4.31 | 1677.18 | 41.98% | 38.39% | 30.79% |
| 2020-11 | +3.78% | +34.33% | 0.41% | — | — | — | +7.58 | 1645.28 | 46.12% | 41.68% | 30.00% |
| 2020-10 | +0.18% | +29.44% | 0.41% | — | — | — | +2.57 | 1577.64 | 45.53% | 42.19% | 28.86% |
| 2020-09 | -0.48% | +29.20% | 0.41% | — | — | — | -5.17 | 1575.60 | 43.04% | 39.78% | 28.31% |
| 2020-08 | +2.40% | +29.83% | 0.41% | — | — | — | -10.26 | 1589.11 | 41.84% | 38.37% | 26.85% |
| 2020-07 | +2.39% | +26.78% | 0.41% | — | — | — | +2.46 | 1562.72 | 41.34% | 37.24% | 25.57% |
| 2020-06 | -0.57% | +23.83% | 0.41% | — | — | — | +3.30 | 1524.34 | 41.61% | 37.07% | 25.38% |
| 2020-05 | +1.65% | +24.54% | 0.41% | — | — | — | +0.26 | 1530.48 | 40.40% | 34.86% | 23.82% |
| 2020-04 | +4.87% | +22.51% | 0.41% | — | — | — | +0.45 | 1506.16 | 40.31% | 33.70% | 22.33% |
| 2020-03 | -6.64% | +16.82% | 0.41% | — | — | — | -35.08 | 1436.46 | 39.49% | 31.58% | 17.71% |
| 2020-02 | -1.90% | +25.13% | 0.41% | — | — | — | -1.98 | 1577.48 | 35.87% | 27.15% | 15.91% |
| 2020-01 | +0.48% | +27.56% | 0.41% | — | — | — | +2.34 | 1610.62 | 37.43% | 27.88% | 16.70% |
| 2019-12 | +0.68% | +26.95% | 0.40% | — | — | — | +7.69 | 1601.12 | 37.28% | 28.80% | 20.18% |
| 2019-11 | +1.16% | +26.09% | 0.40% | — | — | — | +3.67 | 1583.69 | 36.93% | 28.75% | 19.47% |
| 2019-10 | +1.04% | +24.64% | 0.40% | — | — | — | -0.11 | 1561.83 | 37.41% | 29.27% | 19.25% |
| 2019-09 | +1.04% | +23.36% | 0.40% | — | — | — | -1.65 | 1547.05 | 36.57% | 27.55% | 20.24% |
| 2019-08 | +0.16% | +22.09% | 0.40% | — | — | — | +5.42 | 1532.81 | 35.18% | 26.16% | 17.00% |
| 2019-07 | +0.29% | +21.90% | 0.40% | — | — | — | +3.41 | 1525.50 | 34.78% | 24.83% | 16.52% |
| 2019-06 | +1.42% | +21.54% | 0.40% | — | — | — | +6.44 | 1518.32 | 33.35% | 24.42% | 15.89% |
| 2019-05 | -0.85% | +19.84% | 0.40% | — | — | — | -0.29 | 1491.16 | 34.08% | 22.27% | 14.73% |
| 2019-04 | +1.28% | +20.87% | 0.40% | — | — | — | +4.59 | 1504.75 | 38.04% | 24.17% | 15.51% |
| 2019-03 | +0.25% | +19.34% | 0.40% | — | — | — | +2.98 | 1481.78 | 37.69% | 25.92% | 17.94% |
| 2019-02 | +1.28% | +19.04% | 0.40% | — | — | — | +6.06 | 1475.91 | 33.42% | 28.07% | 17.95% |
| 2019-01 | +2.45% | +17.54% | 0.40% | — | — | — | +4.28 | 1451.76 | 33.76% | 28.01% | 27.09% |
| 2018-12 | -2.33% | +14.73% | 0.41% | — | — | — | +5.45 | 1413.48 | 32.54% | 29.12% | 20.86% |
| 2018-11 | +0.59% | +17.47% | 0.41% | — | — | — | +3.40 | 1442.17 | 34.07% | 27.60% | 19.56% |
| 2018-10 | -1.73% | +16.78% | 0.41% | — | — | — | +7.74 | 1430.90 | 33.53% | 28.19% | 19.57% |
| 2018-09 | +0.45% | +18.83% | 0.41% | — | — | — | +2.83 | 1448.70 | 33.62% | 28.26% | 19.95% |
| 2018-08 | +1.10% | +18.30% | 0.41% | — | — | — | +2.81 | 1439.89 | 34.06% | 28.24% | 20.19% |
| 2018-07 | +1.57% | +17.01% | 0.41% | — | — | — | +5.92 | 1422.06 | 35.17% | 26.88% | 16.66% |
| 2018-06 | -0.25% | +15.20% | 0.41% | — | — | — | -0.25 | 1394.03 | 34.00% | 25.63% | 15.55% |
| 2018-05 | +1.50% | +15.49% | 0.41% | — | — | — | -0.40 | 1398.05 | 34.43% | 28.67% | 17.96% |
| 2018-04 | +0.80% | +13.79% | 0.41% | — | — | — | -0.23 | 1377.90 | 33.70% | 28.74% | 18.18% |
| 2018-03 | -0.70% | +12.88% | 0.41% | — | — | — | +0.98 | 1367.55 | 33.92% | 27.82% | 18.86% |
| 2018-02 | -0.42% | +13.68% | 0.41% | — | — | — | +2.09 | 1376.77 | 34.21% | 28.46% | 19.67% |
| 2018-01 | +1.18% | +14.16% | 0.41% | — | — | — | -0.74 | 1380.92 | 34.20% | 27.04% | 18.83% |
| 2017-12 | +0.51% | +12.83% | 0.41% | — | — | — | +2.11 | 1365.95 | 33.56% | 24.56% | 18.35% |
| 2017-11 | +0.73% | +12.25% | 0.41% | — | — | — | +2.03 | 1356.03 | 33.59% | 24.00% | 17.04% |
| 2017-10 | +0.92% | +11.44% | 0.41% | — | — | — | +0.68 | 1344.61 | 33.40% | 23.15% | 16.49% |
| 2017-09 | +0.53% | +10.43% | 0.41% | — | — | — | +3.18 | 1331.52 | 33.18% | 22.51% | 16.68% |
| 2017-08 | +0.32% | +9.84% | 0.41% | — | — | — | +2.71 | 1321.73 | 33.14% | 22.49% | 16.44% |
| 2017-07 | +1.05% | +9.49% | 0.41% | — | — | — | +9.80 | 1314.72 | 32.97% | 22.57% | 16.90% |
| 2017-06 | -0.64% | +8.36% | 0.41% | — | — | — | +7.68 | 1291.73 | 32.30% | 21.83% | 16.48% |
| 2017-05 | +1.37% | +9.05% | 0.41% | — | — | — | +4.02 | 1292.36 | 32.61% | 22.14% | 16.29% |
| 2017-04 | +0.75% | +7.58% | 0.41% | — | — | — | +5.07 | 1271.20 | 32.57% | 22.71% | 16.43% |
| 2017-03 | +0.33% | +6.78% | 0.41% | — | — | — | +7.22 | 1257.14 | 32.05% | 22.34% | 16.68% |
| 2017-02 | +0.53% | +6.43% | 0.41% | — | — | — | +4.94 | 1245.44 | 31.93% | 22.45% | 16.58% |
| 2017-01 | +0.22% | +5.87% | 0.41% | — | — | — | -1.02 | 1233.84 | 31.48% | 24.71% | 16.79% |
| 2016-12 | +0.62% | +5.63% | — | — | — | — | +5.40 | 1232.49 | 31.66% | 23.22% | 15.74% |
| 2016-11 | +1.13% | +4.98% | — | — | — | — | -1.11 | 1220.00 | 32.53% | 22.88% | 15.52% |
| 2016-10 | +0.13% | +3.81% | — | — | — | — | -1.17 | 1207.82 | 32.60% | 22.72% | 15.17% |
| 2016-09 | +0.08% | +3.67% | — | — | — | — | +3.03 | 1204.06 | 32.67% | 22.53% | 15.11% |
| 2016-08 | +0.40% | +3.59% | — | — | — | — | -2.34 | 1200.54 | 32.88% | 22.79% | 15.03% |
| 2016-07 | +1.74% | +3.18% | — | — | — | — | +1.74 | 1197.94 | 32.71% | 22.73% | 15.05% |
| 2016-06 | -0.28% | +1.41% | — | — | — | — | -1.64 | 1176.17 | 31.44% | 21.85% | 14.61% |
| 2016-05 | +0.83% | +1.70% | — | — | — | — | -2.15 | 1181.62 | 31.93% | 22.12% | 14.98% |
| 2016-04 | +0.77% | +0.86% | — | — | — | — | +4.75 | 1174.48 | 31.84% | 22.05% | 15.38% |
| 2016-03 | +1.32% | +0.09% | — | — | — | — | +0.74 | 1161.18 | 31.87% | 22.08% | 15.39% |
| 2016-02 | +0.17% | -1.21% | — | — | — | — | +1.87 | 1145.92 | 31.87% | 22.38% | 8.76% |
| 2016-01 | -1.38% | -1.38% | — | — | — | — | -12.39 | 1142.42 | 32.56% | 22.87% | 8.46% |
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.