נתונים היסטוריים · קרנות השתלמות

קרן השתלמות למורים וגננות מסלול מקוצר - מסלול הלכה

נתונים היסטוריים מלאים עבור קרן השתלמות למורים וגננות מסלול מקוצר - מסלול הלכה, 162 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2039 | שם קרן: קרן השתלמות למורים וגננות מסלול מקוצר - מסלול הלכה | סיווג קרן: קרנות השתלמות | חברה שולטת: הסתדרות המורים בישראל, אגודה עות'מאנית | חברה מנהלת: קרנות השתלמות למורים ולגננות - חברה מנהלת בע"מ | אוכלוסיית יעד: עובדי סקטור מסויים | התמחות: הלכתי | תת התמחות: הלכה יהודית.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 162
תשואה חודשית אחרונה +2.12%
תשואה מצטברת מההתחלה +96.21%
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 +2.12% +96.21% 0.12% +0.24% 0.93 6.19% +0.30 40.46 47.85% 32.77% 18.44%
2026-04 +4.09% +92.14% 0.12% -0.36% 0.85 6.15% +0.40 39.34 48.53% 32.87% 18.12%
2026-03 -2.56% +84.59% 0.12% -0.48% 0.71 5.96% +0.49 37.41 48.22% 33.65% 17.03%
2026-02 +0.43% +89.44% 0.12% -0.48% 0.98 5.80% +0.11 37.90 47.39% 32.48% 18.07%
2026-01 +1.98% +88.62% 0.12% -0.24% 0.98 5.81% +0.50 37.63 47.30% 33.06% 18.18%
2025-12 +0.58% +84.96% 0.13% -0.36% 0.92 5.78% +0.29 36.42 46.18% 33.64% 17.96%
2025-11 +0.70% +83.90% 0.13% -0.36% 0.93 5.79% +0.39 35.93 46.76% 34.85% 18.54%
2025-10 +1.40% +82.62% 0.13% -0.12% 0.97 5.93% -0.30 35.29 46.98% 35.05% 19.44%
2025-09 +2.12% +80.10% 0.13% -0.36% 0.91 5.94% -0.22 35.10 47.24% 35.04% 19.12%
2025-08 +0.80% +76.36% 0.13% -0.48% 0.78 6.00% -0.09 34.60 47.08% 35.06% 18.79%
2025-07 +0.94% +74.96% 0.13% -0.36% 0.80 6.07% -0.10 34.41 47.69% 36.27% 18.57%
2025-06 +3.18% +73.33% 0.13% -0.48% 0.80 6.09% +0.25 34.19 44.98% 34.40% 18.10%
2025-05 +2.22% +67.99% 0.13% -0.12% 0.65 5.99% -0.07 32.89 45.06% 35.57% 18.76%
2025-04 +0.80% +64.34% 0.13% -0.12% 0.58 5.95% +0.26 32.26 45.04% 35.83% 16.62%
2025-03 -1.32% +63.03% 0.13% +0.00% 0.62 6.28% +0.35 31.74 45.84% 36.67% 17.20%
2025-02 -0.39% +65.21% 0.13% +0.00% 0.54 7.37% +0.15 31.81 45.90% 36.75% 17.57%
2025-01 +1.33% +65.86% 0.13% +0.36% 0.55 7.44% +0.04 31.79 46.71% 38.79% 18.46%
2024-12 +0.19% +63.68% 0.12% +0.24% 0.52 7.42% +0.12 31.34 44.89% 37.56% 18.99%
2024-11 +2.22% +63.37% 0.12% +0.48% 0.54 7.42% -0.25 31.16 46.31% 39.51% 21.34%
2024-10 +0.11% +59.83% 0.12% +0.36% 0.46 7.38% +0.07 30.73 45.72% 39.73% 22.78%
2024-09 +1.82% +59.65% 0.12% +0.36% 0.50 7.39% +0.28 30.64 45.69% 39.30% 23.99%
2024-08 +0.71% +56.80% 0.12% 0.43 7.37% +0.23 29.82 45.14% 37.59% 23.04%
2024-07 +1.14% +55.69% 0.12% +0.24% 0.43 7.38% +0.34 29.40 46.46% 40.54% 23.61%
2024-06 +1.45% +53.94% 0.12% +0.36% 0.40 7.37% +0.03 28.74 46.62% 40.36% 24.11%
2024-05 +1.15% +51.74% 0.12% +0.00% 0.37 7.38% +0.23 28.30 45.94% 39.26% 22.90%
2024-04 -1.70% +50.01% 0.12% -0.24% 0.32 7.41% +0.18 27.75 46.09% 39.35% 22.09%
2024-03 +2.04% +52.61% 0.12% -0.24% 0.45 7.37% +0.15 28.05 46.45% 39.25% 24.31%
2024-02 +2.11% +49.55% 0.12% -0.24% 0.38 7.33% +0.26 27.34 45.83% 38.44% 23.96%
2024-01 +0.07% +46.46% 0.12% -0.24% 0.32 7.29% -0.32 26.53 44.67% 37.43% 23.29%
2023-12 +2.43% +46.36% 0.13% -0.48% 0.37 7.34% -0.46 26.84 46.20% 37.30% 23.58%
2023-11 +3.77% +42.89% 0.13% -0.48% 0.23 7.44% +0.03 26.65 44.65% 36.17% 22.51%
2023-10 -2.32% +37.70% 0.13% -0.72% 0.08 7.26% +0.15 25.65 45.11% 37.43% 21.68%
2023-09 -1.76% +40.97% 0.13% -0.84% 0.19 7.22% +0.07 26.11 44.70% 36.15% 21.91%
2023-08 -0.24% +43.49% 0.13% -0.84% 0.30 7.17% +0.43 26.51 45.00% 35.95% 22.93%
2023-07 +2.64% +43.84% 0.13% -0.84% 0.35 7.17% +0.23 26.14 45.75% 36.11% 23.34%
2023-06 +1.67% +40.14% 0.13% -0.96% 0.26 7.11% +0.26 25.25 44.48% 34.89% 22.42%
2023-05 +1.44% +37.84% 0.13% -1.08% 0.20 7.08% -0.30 24.57 45.83% 35.53% 22.06%
2023-04 +1.22% +35.88% 0.13% -1.20% 0.16 7.06% +0.23 24.52 45.64% 34.01% 21.21%
2023-03 +1.18% +34.24% 0.13% -1.32% 0.13 7.05% +0.32 24.00 44.50% 33.29% 20.54%
2023-02 -1.51% +32.68% 0.13% -1.44% 0.08 7.05% +0.29 23.40 45.13% 33.89% 20.51%
2023-01 +2.78% +34.71% 0.13% -1.44% 0.15 7.04% -0.21 23.46 47.19% 34.53% 18.46%
2022-12 -2.45% +31.07% 0.13% -1.56% 0.05 6.95% +0.12 23.04 45.66% 32.90% 16.28%
2022-11 +1.12% +34.36% 0.13% -1.32% 0.20 6.85% -0.26 23.49 45.68% 32.44% 17.24%
2022-10 +1.68% +32.87% 0.13% -1.56% 0.16 6.84% +0.15 23.49 45.59% 31.80% 15.58%
2022-09 -3.99% +30.68% 0.13% -1.56% 0.10 6.82% +0.04 22.96 44.95% 31.40% 14.72%
2022-08 -1.65% +36.11% 0.13% -1.32% 0.33 6.55% +0.29 23.87 45.83% 31.42% 16.13%
2022-07 +3.23% +38.39% 0.13% -1.44% 0.43 6.49% +0.25 23.99 46.73% 32.89% 17.59%
2022-06 -2.02% +34.06% 0.13% -1.56% 0.30 6.36% +0.19 23.00 46.87% 32.83% 16.35%
2022-05 -2.88% +36.82% 0.13% -1.32% 0.41 6.29% +0.33 23.28 47.59% 33.16% 17.48%
2022-04 -1.52% +40.88% 0.13% -1.32% 0.60 6.13% +0.32 23.63 48.41% 33.05% 18.11%
2022-03 +0.64% +43.06% 0.13% -1.20% 0.72 6.08% +0.27 23.68 46.75% 31.80% 19.38%
2022-02 -1.11% +42.15% 0.13% -1.32% 0.69 6.08% +0.14 23.26 46.99% 32.20% 17.80%
2022-01 -2.25% +43.74% 0.13% -1.08% 0.77 6.04% -0.27 23.38 46.58% 32.08% 18.91%
2021-12 +1.23% +47.05% 0.12% -0.72% 0.93 5.93% +0.24 24.20 44.30% 30.12% 19.71%
2021-11 +0.22% +45.26% 0.12% -0.72% 0.89 5.92% -0.07 23.67 46.39% 32.53% 19.56%
2021-10 +1.98% +44.95% 0.12% -0.48% 0.89 5.92% +0.20 23.69 46.18% 32.55% 19.88%
2021-09 -1.10% +42.13% 0.12% -0.48% 0.80 5.88% +0.27 23.03 44.46% 31.52% 18.63%
2021-08 +1.38% +43.71% 0.12% -0.12% 0.87 5.86% +0.10 23.02 45.05% 32.41% 20.03%
2021-07 +0.21% +41.76% 0.12% +0.00% 0.80 5.84% +0.11 22.61 43.43% 30.08% 19.81%
2021-06 +0.99% +41.46% 0.12% +0.00% 0.82 5.87% +0.28 22.46 45.86% 32.41% 20.26%
2021-05 +0.61% +40.07% 0.12% -0.24% 0.77 5.88% +0.25 21.97 44.83% 30.95% 19.75%
2021-04 +1.59% +39.22% 0.12% +0.00% 0.75 5.88% +0.32 21.59 43.72% 30.85% 20.24%
2021-03 +1.43% +37.04% 0.12% -0.12% 0.69 5.85% +0.26 20.94 42.65% 31.18% 19.82%
2021-02 +0.18% +35.11% 0.12% +0.00% 0.64 5.84% +0.28 20.39 41.44% 30.41% 19.76%
2021-01 +1.22% +34.87% 0.12% -0.24% 0.62 5.86% -0.09 20.08 41.58% 29.83% 20.87%
2020-12 +1.24% +33.24% 0.12% -0.36% 0.54 5.90% +0.23 19.93 39.29% 28.05% 22.73%
2020-11 +3.49% +31.61% 0.12% -0.36% 0.47 5.91% +0.03 19.45 38.05% 26.99% 22.98%
2020-10 -0.31% +27.17% 0.12% -0.12% 0.30 5.73% +0.07 18.78 35.57% 25.72% 22.20%
2020-09 -1.91% +27.57% 0.12% +0.12% 0.36 5.82% +0.29 18.76 35.66% 26.01% 22.33%
2020-08 +2.56% +30.05% 0.12% +0.12% 0.44 5.81% +0.09 18.84 36.31% 24.04% 20.22%
2020-07 +1.84% +26.81% 0.12% +0.00% 0.29 5.78% +0.08 18.28 35.56% 23.30% 19.69%
2020-06 -0.49% +24.51% 0.12% -0.12% 0.22 5.74% +0.14 17.87 34.36% 21.71% 19.36%
2020-05 +1.13% +25.13% 0.12% -0.12% 0.21 5.83% +0.16 17.81 34.03% 20.55% 19.03%
2020-04 +5.01% +23.73% 0.12% -0.24% 0.16 5.81% +0.29 17.45 33.24% 19.89% 19.48%
2020-03 -8.23% +17.83% 0.12% -0.24% -0.10 5.37% +0.28 16.34 32.13% 19.34% 19.03%
2020-02 -1.94% +28.39% 0.12% +0.12% 0.60 3.84% +0.18 17.49 35.62% 20.81% 18.70%
2020-01 +0.35% +30.93% 0.12% +0.00% 0.86 3.83% +0.28 17.67 35.20% 20.88% 20.03%
2019-12 +0.51% +30.48% 0.12% +0.00% 0.87 3.83% +0.16 17.32 35.68% 21.30% 20.38%
2019-11 +0.80% +29.81% 0.12% -0.24% 0.80 3.88% +0.25 17.07 34.80% 20.15% 20.33%
2019-10 +1.07% +28.78% 0.12% -0.12% 0.77 3.91% +0.20 16.69 34.87% 20.31% 20.61%
2019-09 +1.29% +27.42% 0.12% -0.12% 0.69 3.90% +0.28 16.31 34.21% 18.52% 18.58%
2019-08 -0.66% +25.80% 0.12% -0.24% 0.60 3.87% +0.15 15.83 33.29% 17.75% 17.31%
2019-07 +0.49% +26.63% 0.12% -0.36% 0.72 3.95% +0.44 15.79 34.07% 18.18% 17.61%
2019-06 +1.59% +26.02% 0.12% -0.36% 0.68 3.95% +0.13 15.28 34.55% 18.72% 18.46%
2019-05 -1.33% +24.04% 0.12% -0.36% 0.55 3.91% +0.08 14.91 34.27% 18.51% 18.24%
2019-04 +1.45% +25.72% 0.12% -0.24% 0.72 3.86% +0.28 15.03 35.46% 19.36% 17.63%
2019-03 +0.57% +23.92% 0.12% -0.24% 0.61 3.82% +0.17 14.54 34.87% 19.19% 17.74%
2019-02 +0.99% +23.22% 0.12% -0.24% 0.58 3.82% +0.25 14.30 34.69% 18.81% 17.76%
2019-01 +2.31% +22.01% 0.12% -0.36% 0.55 3.87% -0.03 13.91 35.08% 18.98% 16.89%
2018-12 -3.02% +19.25% 0.12% -0.36% 0.36 3.76% +0.20 13.63 33.53% 18.27% 16.21%
2018-11 +0.23% +22.97% 0.12% -0.24% 0.73 3.48% -0.11 13.85 35.02% 19.28% 17.69%
2018-10 -1.63% +22.69% 0.12% -0.12% 0.75 3.54% +0.15 13.93 34.39% 19.17% 16.58%
2018-09 -0.12% +24.72% 0.12% +0.00% 1.02 3.47% +0.35 14.02 36.16% 20.47% 17.26%
2018-08 +1.20% +24.87% 0.12% +0.00% 1.09 3.55% +0.14 13.64 35.70% 20.09% 16.86%
2018-07 +1.21% +23.39% 0.12% -0.12% 0.95 3.57% +0.59 13.34 35.68% 20.69% 17.24%
2018-06 +0.12% +21.91% 0.12% +0.00% 0.89 3.59% +0.04 12.84 34.50% 20.17% 17.21%
2018-05 +0.45% +21.77% 0.12% +0.00% 0.82 3.70% +0.07 12.57 35.32% 20.60% 17.42%
2018-04 +0.80% +21.22% 0.12% +0.00% 0.82 3.73% +0.27 12.42 35.27% 20.69% 17.55%
2018-03 -0.73% +20.26% 0.12% +0.00% 0.76 3.73% +0.04 12.11 35.34% 21.06% 15.85%
2018-02 -1.34% +21.14% 0.12% +0.00% 0.87 3.70% +0.28 12.13 36.52% 21.60% 16.49%
2018-01 +1.11% +22.79% 0.12% +0.12% 1.07 3.63% +0.18 12.00 37.17% 22.25% 16.58%
2017-12 +0.66% +21.44% 0.12% +0.12% 0.98 3.62% +0.25 11.73 34.27% 21.06% 16.71%
2017-11 +0.63% +20.64% 0.12% +0.12% 0.91 3.63% +0.03 11.54 34.32% 21.40% 16.55%
2017-10 +0.94% +19.89% 0.12% +0.11 11.28 33.87% 20.74% 16.93%
2017-09 +0.38% +18.77% 0.12% +0.40 11.06 33.82% 20.71% 16.64%
2017-08 +0.08% +18.32% 0.12% -0.07 10.79 32.34% 20.39% 17.05%
2017-07 +1.06% +18.23% 0.12% +0.47 10.66 33.11% 20.45% 16.51%
2017-06 -0.51% +16.99% 0.12% +0.20 10.29 33.04% 20.02% 16.03%
2017-05 +0.88% +17.59% 0.12% -0.12 10.12 33.60% 20.65% 16.60%
2017-04 +0.82% +16.56% 0.12% +0.31 9.99 33.53% 20.82% 16.72%
2017-03 +0.09% +15.61% 0.12% +0.21 9.70 33.09% 20.52% 16.39%
2017-02 +0.51% +15.51% 0.12% +0.47 9.37 33.62% 20.38% 16.76%
2017-01 -0.24% +14.92% 0.12% +0.23 8.87 35.06% 21.08% 17.47%
2016-12 +0.90% +15.20% 0.07% -0.09 8.78 35.99% 22.21% 17.08%
2016-11 +0.52% +14.17% 0.07% -0.31 8.66 35.80% 21.94% 18.13%
2016-10 -0.07% +13.58% 0.07% +0.20 8.94 34.45% 20.92% 17.23%
2016-09 -0.55% +13.66% 0.07% +0.31 8.76 33.68% 20.32% 17.24%
2016-08 -0.01% +14.29% 0.07% +0.39 8.48 34.79% 21.11% 19.93%
2016-07 +1.74% +14.30% 0.07% +0.19 8.13 33.70% 20.79% 17.10%
2016-06 -0.50% +12.35% 0.07% +0.21 7.77 32.56% 19.43% 13.90%
2016-05 +0.28% +12.91% 0.07% +0.28 7.60 34.34% 20.26% 14.61%
2016-04 +0.57% +12.60% 0.07% +0.00 7.44 34.54% 20.43% 14.65%
2016-03 +1.03% +11.96% 0.07% +0.21 7.25 33.38% 19.72% 14.62%
2016-02 -0.69% +10.82% 0.07% -0.11 7.00 35.43% 21.00% 14.29%
2016-01 -1.49% +11.59% 0.07% +0.42 7.14 35.57% 21.01% 14.57%
2015-12 -1.04% +13.28% 0.14% +0.12 6.83 35.58% 23.43% 14.79%
2015-11 -0.35% +14.47% 0.14% +0.14 6.76 34.47% 23.96% 11.09%
2015-10 +2.45% +14.87% 0.14% +0.15 6.64 34.34% 23.80% 15.51%
2015-09 -1.86% +12.12% 0.14% +0.12 6.34 31.39% 22.56% 14.83%
2015-08 -1.73% +14.25% 0.14% +0.17 6.34 32.49% 22.87% 14.20%
2015-07 +1.02% +16.26% 0.14% +0.07 6.28 33.92% 23.25% 14.65%
2015-06 -2.19% +15.08% 0.14% +0.18 6.15 33.17% 22.76% 14.80%
2015-05 +0.32% +17.66% 0.14% -0.06 6.10 34.92% 24.26% 12.46%
2015-04 +0.56% +17.28% 0.14% +0.22 6.14 34.36% 19.06% 15.80%
2015-03 +0.41% +16.63% 0.14% -0.06 5.98 35.12% 19.73% 13.38%
2015-02 +2.25% +16.16% 0.14% +0.09 6.02 34.05% 19.44% 13.46%
2015-01 +0.28% +13.60% 0.14% +0.12 5.70 32.46% 17.02% 13.16%
2014-12 -1.12% +13.28% 0.20% +0.19 5.58 33.33% 18.46% 13.44%
2014-11 +1.55% +14.56% 0.20% +0.12 5.43 34.99% 19.52% 14.18%
2014-10 -0.06% +12.82% 0.20% +0.13 5.24 33.78% 19.08% 13.74%
2014-09 +0.21% +12.88% 0.20% +0.14 5.11 34.44% 18.98% 13.89%
2014-08 +2.22% +12.65% 0.20% -0.12 4.97 34.00% 18.51% 14.49%
2014-07 -0.18% +10.20% 0.20% +0.16 4.98 31.73% 16.87% 16.06%
2014-06 -0.18% +10.40% 0.20% +0.11 4.83 32.30% 16.98% 17.39%
2014-05 +0.90% +10.60% 0.20% +0.03 4.82 32.37% 17.01% 17.43%
2014-04 -0.04% +9.61% 0.20% +0.10 4.66 29.83% 15.24% 15.67%
2014-03 +0.70% +9.66% 0.20% +0.18 4.57 30.85% 15.54% 15.54%
2014-02 +1.82% +8.89% 0.20% +0.05 4.36 31.65% 16.28% 16.51%
2014-01 -0.25% +6.95% 0.20% -0.13 4.24 31.13% 16.04% 16.04%
2013-12 -0.37% +7.22% +0.10 4.38 30.82% 15.98% 16.21%
2013-11 +1.71% +7.61% -0.02 4.29 31.47% 16.32% 16.32%
2013-10 +1.27% +5.80% +0.16 4.24 31.37% 16.27% 16.27%
2013-09 +2.09% +4.48% +0.05 4.09 30.56% 15.65% 15.65%
2013-08 -0.92% +2.34% +0.20 3.90 29.23% 15.38% 15.64%
2013-07 +1.57% +3.29% +0.14 3.77 28.91% 14.59% 14.85%
2013-06 -1.65% +1.69% +0.14 3.55 29.30% 14.37% 14.93%
2013-05 +1.36% +3.40% +0.09 3.46 30.35% 15.61% 16.18%
2013-04 +0.64% +2.01% -0.29 3.33 28.53% 14.41% 15.02%
2013-03 +0.48% +1.36% +0.37 3.60 28.61% 13.89% 14.44%
2013-02 +1.00% +0.88% +0.12 3.22 28.57% 13.98% 13.98%
2013-01 +0.19% -0.12% +0.26 3.08 27.60% 12.99% 12.66%
2012-12 -0.31% -0.31% +0.61 2.83 25.80% 11.66% 11.66%

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.