נתונים היסטוריים · קרנות השתלמות

קרן השתלמות למורים תיכוניים מסלול רגיל- מסלול הלכה

נתונים היסטוריים מלאים עבור קרן השתלמות למורים תיכוניים מסלול רגיל- מסלול הלכה, 171 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2037 | שם קרן: קרן השתלמות למורים תיכוניים מסלול רגיל- מסלול הלכה | סיווג קרן: קרנות השתלמות | חברה שולטת: הסתדרות המורים בישראל, אגודה עות'מאנית | חברה מנהלת: קרנות השתלמות למורים תיכוניים, מורי סמינרים ומפקחים - 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 171
תשואה חודשית אחרונה +1.98%
תשואה מצטברת מההתחלה +106.27%
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 +1.98% +106.27% 0.12% -0.12% 0.91 6.01% +3.20 419.61 48.09% 32.47% 17.83%
2026-04 +3.91% +102.27% 0.12% -0.72% 0.84 5.97% +2.28 408.38 48.89% 32.93% 18.23%
2026-03 -2.61% +94.66% 0.12% -0.84% 0.69 5.79% +3.05 390.87 48.46% 33.68% 17.24%
2026-02 +0.49% +99.87% 0.12% -0.72% 0.97 5.63% +1.86 398.22 46.87% 31.95% 18.20%
2026-01 +1.98% +98.90% 0.12% -0.60% 0.97 5.63% +1.79 394.46 46.82% 32.57% 18.28%
2025-12 +0.64% +95.04% 0.13% -0.60% 0.91 5.61% +2.69 385.08 46.30% 33.42% 18.45%
2025-11 +0.69% +93.80% 0.13% -0.60% 0.92 5.61% +1.78 379.99 46.18% 34.17% 18.59%
2025-10 +1.34% +92.47% 0.13% -0.48% 0.96 5.77% +0.82 375.68 46.12% 34.11% 18.89%
2025-09 +1.99% +89.93% 0.13% -0.60% 0.90 5.77% +1.07 369.95 46.91% 34.51% 18.79%
2025-08 +0.78% +86.22% 0.13% -0.72% 0.77 5.84% +0.05 361.76 46.46% 34.37% 18.77%
2025-07 +1.01% +84.78% 0.13% -0.72% 0.79 5.91% +4.23 358.94 46.58% 35.19% 18.62%
2025-06 +3.06% +82.93% 0.13% -0.72% 0.79 5.94% +2.24 351.25 45.06% 34.31% 18.42%
2025-05 +2.23% +77.50% 0.13% -0.36% 0.64 5.85% +2.43 338.72 45.08% 35.45% 18.61%
2025-04 +0.70% +73.63% 0.13% -0.48% 0.56 5.80% +2.92 329.01 44.78% 35.53% 16.72%
2025-03 -1.35% +72.42% 0.13% -0.24% 0.62 6.15% +2.27 323.87 45.82% 36.55% 17.37%
2025-02 -0.18% +74.78% 0.13% -0.24% 0.53 7.25% +1.96 326.01 45.21% 36.10% 17.73%
2025-01 +1.40% +75.09% 0.13% +0.12% 0.53 7.32% +1.81 324.65 45.96% 37.05% 18.52%
2024-12 +0.14% +72.68% 0.15% +0.00% 0.49 7.31% +4.35 318.45 45.22% 36.67% 19.54%
2024-11 +2.23% +72.44% 0.15% +0.24% 0.52 7.31% +2.89 313.70 45.54% 37.83% 21.01%
2024-10 +0.19% +68.67% 0.15% +0.12% 0.44 7.26% +1.55 304.08 45.72% 38.69% 22.69%
2024-09 +1.72% +68.35% 0.15% +0.00% 0.47 7.27% +2.08 301.97 45.74% 38.33% 23.90%
2024-08 +0.82% +65.51% 0.15% 0.40 7.26% +1.04 294.88 45.15% 36.61% 22.99%
2024-07 +1.15% +64.16% 0.15% +0.00% 0.39 7.27% +4.59 291.45 46.14% 39.05% 23.37%
2024-06 +1.26% +62.30% 0.15% +0.12% 0.37 7.26% +2.78 283.63 45.42% 38.18% 23.33%
2024-05 +0.99% +60.28% 0.15% -0.24% 0.35 7.27% +3.02 277.39 45.26% 37.55% 22.49%
2024-04 -1.57% +58.70% 0.15% -0.36% 0.30 7.30% +2.70 271.70 45.63% 37.84% 21.86%
2024-03 +2.13% +61.24% 0.15% -0.36% 0.43 7.27% +2.98 273.33 46.06% 37.74% 23.99%
2024-02 +1.96% +57.87% 0.15% -0.48% 0.35 7.23% +1.89 264.76 45.17% 36.61% 23.61%
2024-01 +0.07% +54.84% 0.15% -0.36% 0.29 7.20% +2.39 257.86 43.99% 35.62% 22.86%
2023-12 +2.33% +54.73% 0.14% -0.60% 0.35 7.26% +2.41 255.32 44.70% 36.20% 22.91%
2023-11 +3.73% +51.21% 0.14% -0.60% 0.21 7.36% +2.43 247.19 44.12% 35.87% 22.49%
2023-10 -2.30% +45.77% 0.14% -0.84% 0.05 7.19% +1.67 236.01 44.24% 36.66% 20.83%
2023-09 -1.79% +49.20% 0.14% -0.96% 0.17 7.15% +2.72 239.86 44.33% 35.87% 21.37%
2023-08 -0.25% +51.92% 0.14% -0.96% 0.28 7.09% +1.36 241.48 45.18% 36.01% 22.61%
2023-07 +2.60% +52.30% 0.14% -0.96% 0.33 7.10% +3.45 240.82 45.46% 35.77% 22.92%
2023-06 +1.69% +48.44% 0.14% -1.08% 0.24 7.02% +2.34 231.41 44.53% 33.56% 22.17%
2023-05 +1.21% +45.98% 0.14% -1.20% 0.18 6.99% +2.36 225.29 45.07% 33.68% 21.15%
2023-04 +1.15% +44.23% 0.14% -1.32% 0.14 6.98% +2.56 220.30 45.67% 33.00% 20.92%
2023-03 +1.08% +42.59% 0.14% -1.44% 0.12 6.97% +1.81 215.29 44.70% 32.41% 20.41%
2023-02 -1.59% +41.07% 0.14% -1.56% 0.07 6.97% +2.56 211.24 45.17% 32.88% 20.38%
2023-01 +2.70% +43.35% 0.14% -1.44% 0.15 6.96% +0.64 212.07 45.45% 32.07% 18.30%
2022-12 -2.32% +39.58% 0.15% -1.68% 0.05 6.88% +2.21 205.91 44.74% 31.09% 16.86%
2022-11 +0.99% +42.89% 0.15% -1.44% 0.19 6.79% +0.92 208.54 45.12% 30.81% 17.63%
2022-10 +1.91% +41.49% 0.15% -1.56% 0.17 6.79% +2.03 205.62 45.55% 30.43% 16.23%
2022-09 -4.01% +38.84% 0.15% -1.56% 0.10 6.76% +1.56 199.79 45.02% 30.07% 15.44%
2022-08 -1.51% +44.64% 0.15% -1.32% 0.33 6.49% -0.08 206.52 46.28% 30.35% 16.82%
2022-07 +3.08% +46.86% 0.15% -1.44% 0.42 6.44% +3.26 209.77 46.48% 31.32% 17.95%
2022-06 -2.08% +42.47% 0.15% -1.56% 0.30 6.32% +2.41 200.37 45.89% 31.11% 16.63%
2022-05 -2.57% +45.50% 0.15% -1.20% 0.41 6.24% +2.09 202.18 47.33% 32.16% 18.14%
2022-04 -1.48% +49.33% 0.15% -1.32% 0.59 6.11% +0.78 205.38 48.52% 32.41% 18.45%
2022-03 +0.60% +51.58% 0.15% -1.20% 0.70 6.06% +1.96 207.66 46.42% 30.87% 19.49%
2022-02 -0.86% +50.67% 0.15% -1.32% 0.67 6.06% +1.82 204.49 46.52% 31.19% 18.30%
2022-01 -2.07% +51.98% 0.15% -1.20% 0.74 6.04% +1.87 204.44 45.54% 31.05% 18.27%
2021-12 +1.14% +55.19% 0.14% -0.96% 0.88 5.94% +1.94 206.85 44.29% 29.83% 19.32%
2021-11 +0.06% +53.44% 0.14% -0.84% 0.84 5.94% +1.06 202.63 45.42% 31.24% 19.28%
2021-10 +1.98% +53.35% 0.14% -0.60% 0.86 5.93% +1.25 201.46 45.55% 31.56% 19.79%
2021-09 -0.91% +50.37% 0.14% -0.60% 0.76 5.89% +1.40 196.36 44.18% 30.42% 19.01%
2021-08 +1.23% +51.75% 0.14% -0.36% 0.82 5.88% +0.67 196.76 45.10% 31.69% 20.20%
2021-07 -0.04% +49.91% 0.14% -0.24% 0.76 5.87% +2.57 193.73 44.03% 30.85% 20.05%
2021-06 +0.85% +49.97% 0.14% -0.24% 0.79 5.90% +1.84 191.27 45.16% 31.78% 21.46%
2021-05 +0.54% +48.71% 0.14% -0.36% 0.75 5.91% +1.96 187.87 44.62% 31.23% 20.98%
2021-04 +1.46% +47.91% 0.14% -0.12% 0.73 5.91% +1.41 184.94 44.29% 31.14% 22.41%
2021-03 +1.39% +45.78% 0.14% -0.24% 0.67 5.89% +1.64 180.91 42.13% 30.13% 23.03%
2021-02 -0.01% +43.78% 0.14% -0.12% 0.63 5.87% +1.30 176.85 40.82% 29.90% 23.72%
2021-01 +1.29% +43.80% 0.14% -0.36% 0.62 5.89% -0.26 175.59 38.32% 26.54% 24.00%
2020-12 +1.23% +41.96% 0.14% -0.36% 0.54 5.92% +1.75 173.64 38.02% 27.23% 23.47%
2020-11 +3.50% +40.24% 0.14% -0.36% 0.47 5.93% +1.39 169.84 37.29% 26.65% 23.46%
2020-10 -0.28% +35.50% 0.14% -0.12% 0.30 5.75% +0.81 162.80 35.68% 25.88% 22.50%
2020-09 -1.96% +35.88% 0.14% +0.12% 0.36 5.86% +1.13 162.45 35.80% 26.24% 22.76%
2020-08 +2.57% +38.59% 0.14% +0.12% 0.44 5.86% +0.47 164.56 36.43% 24.57% 20.53%
2020-07 +1.82% +35.12% 0.14% +0.00% 0.29 5.83% +2.27 160.01 34.55% 22.72% 18.64%
2020-06 -0.51% +32.71% 0.14% +0.00% 0.22 5.80% +1.38 154.93 33.68% 21.12% 18.47%
2020-05 +1.09% +33.39% 0.14% -0.12% 0.21 5.91% +1.48 154.36 33.67% 19.72% 17.88%
2020-04 +5.03% +31.95% 0.14% -0.36% 0.16 5.89% +1.84 151.24 33.44% 19.06% 17.35%
2020-03 -8.25% +25.63% 0.14% -0.24% -0.09 5.46% +1.40 142.28 31.16% 18.01% 16.76%
2020-02 -1.91% +36.93% 0.14% +0.00% 0.60 3.95% +1.41 153.54 34.39% 19.88% 16.37%
2020-01 +0.31% +39.59% 0.14% -0.12% 0.85 3.95% +1.04 155.11 36.29% 21.25% 17.74%
2019-12 +0.54% +39.16% 0.14% -0.12% 0.87 3.95% +1.36 153.58 36.48% 21.49% 17.86%
2019-11 +0.75% +38.41% 0.14% -0.36% 0.79 4.01% +1.00 151.43 35.53% 20.27% 18.03%
2019-10 +1.01% +37.38% 0.14% -0.24% 0.78 4.06% +0.79 149.32 35.43% 20.34% 18.26%
2019-09 +1.30% +36.01% 0.14% -0.12% 0.71 4.04% +0.74 147.07 34.32% 19.30% 16.93%
2019-08 -0.66% +34.26% 0.14% -0.24% 0.62 4.01% +1.33 144.47 33.35% 18.79% 17.04%
2019-07 +0.58% +35.16% 0.14% -0.36% 0.74 4.09% +2.43 144.11 34.34% 19.45% 17.83%
2019-06 +1.61% +34.38% 0.14% -0.36% 0.69 4.09% +1.14 140.89 35.08% 20.17% 18.45%
2019-05 -1.38% +32.25% 0.14% -0.36% 0.57 4.04% +1.22 137.55 34.72% 19.93% 18.16%
2019-04 +1.54% +34.10% 0.14% -0.24% 0.74 4.00% +1.13 138.26 36.07% 20.86% 19.54%
2019-03 +0.58% +32.06% 0.14% -0.24% 0.63 3.96% +1.87 135.07 34.63% 20.22% 18.89%
2019-02 +1.07% +31.30% 0.14% -0.24% 0.61 3.96% +0.84 132.45 34.90% 20.62% 19.00%
2019-01 +2.38% +29.91% 0.14% -0.36% 0.57 4.01% +0.98 130.23 34.92% 20.57% 17.85%
2018-12 -3.06% +26.89% 0.15% -0.36% 0.38 3.90% +1.03 126.26 33.55% 19.91% 17.50%
2018-11 +0.16% +30.90% 0.15% -0.12% 0.74 3.62% +0.55 129.20 34.44% 20.65% 19.13%
2018-10 -1.63% +30.69% 0.15% -0.12% 0.78 3.67% +0.75 128.45 34.29% 20.81% 18.27%
2018-09 -0.12% +32.85% 0.15% +0.00% 1.03 3.59% +0.78 129.83 36.13% 22.28% 18.84%
2018-08 +1.03% +33.01% 0.15% +0.00% 1.11 3.68% +1.53 129.23 35.28% 21.75% 18.81%
2018-07 +0.94% +31.66% 0.15% -0.12% 0.98 3.71% +3.64 126.42 35.42% 22.43% 18.29%
2018-06 +0.06% +30.43% 0.15% +0.00% 0.94 3.74% +1.03 123.28 35.70% 22.84% 18.59%
2018-05 +0.43% +30.35% 0.15% +0.00% 0.88 3.84% +1.35 122.27 36.10% 23.11% 18.61%
2018-04 +0.93% +29.79% 0.15% +0.12% 0.88 3.87% +1.45 120.40 36.54% 23.65% 18.65%
2018-03 -0.79% +28.60% 0.15% +0.00% 0.81 3.86% +0.77 117.73 36.76% 23.75% 16.24%
2018-02 -1.31% +29.62% 0.15% +0.12% 0.92 3.82% +0.42 117.89 36.93% 23.73% 16.85%
2018-01 +1.15% +31.34% 0.15% +0.12% 1.11 3.76% +0.94 118.92 37.34% 23.78% 17.38%
2017-12 +0.70% +29.85% 0.15% +0.12% 1.03 3.74% +0.97 117.04 35.07% 22.51% 17.40%
2017-11 +1.06% +28.95% 0.15% +0.24% 0.95 3.76% +0.20 114.87 35.53% 23.22% 17.82%
2017-10 +0.99% +27.59% 0.15% +0.12% 0.87 3.74% +1.26 113.49 34.57% 22.28% 17.45%
2017-09 +0.39% +26.34% 0.15% +0.00% 0.80 3.73% -0.76 111.43 34.33% 22.05% 17.07%
2017-08 +0.08% +25.85% 0.15% +0.00% 0.82 3.79% +1.89 111.49 34.06% 22.06% 17.03%
2017-07 +1.09% +25.75% 0.15% +0.12% 0.82 3.79% +0.14 110.24 34.87% 22.11% 17.77%
2017-06 -0.51% +24.40% 0.15% +0.12% 0.79 3.87% +1.12 108.41 34.17% 21.26% 16.80%
2017-05 +0.84% +25.03% 0.15% +0.12% 0.85 3.85% +0.34 107.82 34.18% 21.47% 17.28%
2017-04 +0.86% +23.99% 0.15% +0.12% 0.72 3.95% +0.98 106.48 34.17% 21.64% 17.40%
2017-03 +0.06% +22.94% 0.15% +0.12% 0.68 3.96% +1.79 104.55 33.84% 21.49% 17.42%
2017-02 +0.45% +22.86% 0.15% +0.00% 0.69 3.96% +0.52 102.84 33.94% 21.17% 17.61%
2017-01 -0.30% +22.31% 0.15% +0.40 101.81 34.66% 21.15% 17.55%
2016-12 +0.87% +22.68% 0.07% +0.45 101.61 35.00% 21.98% 17.39%
2016-11 +0.54% +21.62% 0.07% +0.02 100.35 34.78% 21.73% 18.19%
2016-10 -0.11% +20.97% 0.07% +0.57 99.53 34.26% 21.56% 17.93%
2016-09 -0.53% +21.10% 0.07% +0.33 98.70 34.66% 21.45% 17.84%
2016-08 -0.14% +21.75% 0.07% +1.98 98.57 34.88% 21.69% 17.79%
2016-07 +1.69% +21.92% 0.07% +2.22 98.55 33.16% 20.68% 16.77%
2016-06 -0.41% +19.89% 0.07% +0.46 94.28 33.28% 20.88% 14.92%
2016-05 +0.26% +20.38% 0.07% +0.92 93.82 33.86% 21.40% 15.32%
2016-04 +0.65% +20.07% 0.07% +0.91 92.56 33.37% 21.34% 15.29%
2016-03 +1.02% +19.30% 0.07% +1.50 90.86 33.61% 20.67% 15.10%
2016-02 -0.62% +18.09% 0.07% +0.72 88.38 34.83% 21.32% 14.78%
2016-01 -1.40% +18.83% 0.07% +1.30 87.73 34.94% 22.03% 15.37%
2015-12 -1.01% +20.52% 0.17% +1.33 88.57 34.70% 22.61% 14.94%
2015-11 -0.37% +21.75% 0.17% +0.95 87.96 34.97% 24.01% 12.97%
2015-10 +2.69% +22.20% 0.17% +0.31 87.04 34.06% 23.67% 16.28%
2015-09 -2.00% +19.00% 0.17% -0.26 84.49 33.18% 23.20% 15.24%
2015-08 -1.76% +21.43% 0.17% +1.96 86.73 33.51% 22.97% 14.22%
2015-07 +1.21% +23.60% 0.17% +0.60 86.05 35.08% 23.34% 15.01%
2015-06 -2.45% +22.12% 0.17% +0.60 85.02 33.93% 22.61% 15.02%
2015-05 +0.26% +25.19% 0.17% +0.73 85.97 35.05% 23.66% 12.80%
2015-04 +0.59% +24.87% 0.17% +1.59 84.99 33.96% 18.97% 14.34%
2015-03 +0.50% +24.13% 0.17% +7.59 83.11 34.68% 19.53% 14.08%
2015-02 +2.34% +23.52% 0.17% -0.30 74.79 34.52% 19.84% 15.32%
2015-01 +0.64% +20.69% 0.17% +0.66 73.02 33.83% 19.27% 14.64%
2014-12 -1.25% +19.92% 0.18% -0.28 72.05 34.49% 20.58% 14.91%
2014-11 +1.71% +21.44% 0.18% +0.92 72.92 35.48% 21.06% 15.32%
2014-10 +0.07% +19.40% 0.18% +0.22 71.29 35.01% 20.27% 14.56%
2014-09 +0.27% +19.32% 0.18% -2.67 70.94 35.97% 19.79% 14.36%
2014-08 +2.16% +19.00% 0.18% +1.27 71.98 33.11% 18.10% 14.37%
2014-07 -0.11% +16.48% 0.18% +1.46 70.38 31.81% 16.78% 15.71%
2014-06 -0.10% +16.61% 0.18% +1.58 68.88 32.04% 16.65% 16.94%
2014-05 +1.16% +16.72% 0.18% +0.67 67.97 32.69% 17.01% 17.20%
2014-04 -0.01% +15.39% 0.18% +1.39 66.36 30.47% 15.30% 15.55%
2014-03 +0.80% +15.40% 0.18% +0.90 65.27 31.35% 15.55% 15.73%
2014-02 +1.88% +14.48% 0.18% +0.21 63.74 30.89% 15.99% 16.16%
2014-01 -0.39% +12.37% 0.18% +0.92 62.15 30.31% 15.62% 15.80%
2013-12 -0.38% +12.81% +0.65 61.84 31.16% 16.24% 16.38%
2013-11 +1.65% +13.24% +2.37 61.46 31.60% 16.37% 15.75%
2013-10 +1.21% +11.40% +1.33 57.89 31.66% 16.32% 16.44%
2013-09 +2.17% +10.07% +1.96 55.64 30.41% 15.37% 15.46%
2013-08 -0.94% +7.73% +1.07 52.76 29.34% 15.31% 15.39%
2013-07 +1.43% +8.75% +1.27 52.35 29.44% 15.43% 15.43%
2013-06 -1.65% +7.22% +1.30 49.89 29.10% 15.03% 15.13%
2013-05 +1.32% +9.02% +1.30 49.47 30.42% 15.56% 15.67%
2013-04 +0.38% +7.60% +0.84 47.50 28.48% 14.38% 14.46%
2013-03 +0.47% +7.19% +1.55 46.46 28.33% 13.54% 13.62%
2013-02 +0.91% +6.69% +2.20 44.70 28.43% 13.27% 13.31%
2013-01 +0.30% +5.73% +1.48 42.06 28.51% 13.05% 13.22%
2012-12 -0.44% +5.41% +1.90 40.58 26.07% 10.72% 10.77%
2012-11 +0.34% +5.88% +0.77 39.12 27.12% 10.84% 10.92%
2012-10 +0.74% +5.52% +2.01 38.13 25.86% 9.10% 9.15%
2012-09 +1.77% +4.74% +1.93 35.70 26.41% 8.96% 9.05%
2012-08 +0.37% +2.92% +1.19 33.01 26.96% 9.15% 8.72%
2012-07 +2.28% +2.54% +6.00 31.75 26.77% 8.76% 8.79%
2012-06 +0.11% +0.26% +5.86 25.27 25.92% 9.50% 9.93%
2012-05 -1.65% +0.15% +1.76 19.38 25.49% 8.93% 9.08%
2012-04 +1.21% +1.83% +6.42 17.71 25.13% 8.30% 8.30%
2012-03 +0.61% +0.61% +6.57 11.14 27.83% 9.78% 9.96%

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.