נתונים היסטוריים · קרנות השתלמות

קרן השתלמות מורים וגננות המסלול הרגיל - מסלול הלכה

נתונים היסטוריים מלאים עבור קרן השתלמות מורים וגננות המסלול הרגיל - מסלול הלכה, 171 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2035 | שם קרן: קרן השתלמות מורים וגננות המסלול הרגיל - 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 171
תשואה חודשית אחרונה +2.15%
תשואה מצטברת מההתחלה +107.05%
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 +2.15% +107.05% 0.12% +0.00% 0.90 6.26% +12.87 1696.15 48.28% 33.24% 18.11%
2026-04 +4.10% +102.69% 0.12% -0.60% 0.82 6.22% +13.77 1647.98 48.98% 33.31% 18.26%
2026-03 -2.63% +94.71% 0.12% -0.84% 0.67 6.02% +8.75 1570.09 48.55% 33.95% 17.23%
2026-02 +0.42% +99.96% 0.12% -0.72% 0.94 5.87% +14.08 1603.49 46.47% 31.92% 18.11%
2026-01 +1.93% +99.13% 0.12% -0.48% 0.95 5.87% -0.54 1582.95 46.65% 32.69% 18.30%
2025-12 +0.59% +95.36% 0.13% -0.60% 0.88 5.84% +21.83 1553.73 45.88% 33.37% 18.44%
2025-11 +0.70% +94.21% 0.13% -0.60% 0.90 5.85% +11.61 1523.16 46.71% 34.76% 19.15%
2025-10 +1.42% +92.86% 0.13% -0.36% 0.94 6.00% +7.41 1501.19 45.79% 34.13% 18.82%
2025-09 +2.07% +90.16% 0.13% -0.60% 0.88 6.00% +11.01 1473.06 46.63% 34.54% 18.74%
2025-08 +0.78% +86.31% 0.13% -0.72% 0.75 6.07% +2.49 1432.64 46.36% 34.50% 18.37%
2025-07 +1.01% +84.86% 0.13% -0.60% 0.77 6.14% +18.00 1419.14 46.55% 35.41% 18.26%
2025-06 +3.15% +83.02% 0.13% -0.72% 0.77 6.16% +13.25 1387.53 44.69% 34.19% 18.11%
2025-05 +2.23% +77.43% 0.13% -0.36% 0.62 6.07% +12.71 1332.56 44.83% 35.40% 18.56%
2025-04 +0.78% +73.56% 0.13% -0.36% 0.54 6.02% +14.19 1291.29 44.58% 35.51% 16.37%
2025-03 -1.47% +72.21% 0.13% -0.24% 0.59 6.36% +12.13 1267.43 45.51% 36.43% 16.99%
2025-02 -0.36% +74.78% 0.13% -0.12% 0.52 7.43% +12.06 1274.10 45.11% 36.05% 17.36%
2025-01 +1.30% +75.41% 0.13% +0.24% 0.53 7.49% +1.37 1266.68 46.11% 37.24% 18.34%
2024-12 +0.27% +73.16% 0.15% +0.12% 0.49 7.48% +22.77 1249.30 44.38% 36.10% 18.91%
2024-11 +2.24% +72.70% 0.15% +0.36% 0.51 7.48% +12.55 1223.36 45.25% 37.64% 20.95%
2024-10 +0.20% +68.91% 0.15% +0.24% 0.44 7.44% +10.40 1184.43 45.46% 38.53% 22.45%
2024-09 +1.76% +68.58% 0.15% +0.12% 0.47 7.44% +10.43 1171.84 45.68% 38.33% 23.75%
2024-08 +0.81% +65.66% 0.15% 0.40 7.43% +3.59 1141.53 45.14% 36.65% 22.84%
2024-07 +1.09% +64.33% 0.15% +0.12% 0.39 7.44% +18.94 1128.82 45.67% 38.59% 23.23%
2024-06 +1.40% +62.56% 0.15% +0.24% 0.37 7.43% +12.92 1098.10 45.07% 37.86% 23.35%
2024-05 +1.11% +60.31% 0.15% -0.12% 0.35 7.44% +12.84 1070.36 44.90% 37.17% 22.41%
2024-04 -1.69% +58.55% 0.15% -0.36% 0.29 7.47% +11.87 1045.96 45.24% 37.42% 21.72%
2024-03 +2.04% +61.28% 0.15% -0.24% 0.42 7.43% +12.38 1051.95 45.81% 37.44% 23.93%
2024-02 +2.10% +58.05% 0.15% -0.36% 0.36 7.39% +10.17 1019.02 45.04% 36.44% 23.58%
2024-01 +0.08% +54.80% 0.15% -0.36% 0.29 7.36% +1.04 988.23 44.62% 35.97% 22.97%
2023-12 +2.37% +54.68% 0.14% -0.48% 0.34 7.42% +20.08 986.54 44.16% 35.46% 22.20%
2023-11 +3.87% +51.10% 0.14% -0.60% 0.21 7.52% +12.33 944.21 44.04% 35.51% 21.98%
2023-10 -2.39% +45.47% 0.14% -0.72% 0.05 7.33% +9.54 897.31 44.70% 36.82% 20.32%
2023-09 -1.81% +49.03% 0.14% -0.96% 0.16 7.29% +9.16 909.55 44.50% 35.70% 20.73%
2023-08 -0.30% +51.78% 0.14% -0.96% 0.28 7.23% +3.60 917.02 45.11% 35.77% 21.96%
2023-07 +2.63% +52.23% 0.14% -0.96% 0.33 7.24% +17.63 916.01 45.30% 35.42% 22.30%
2023-06 +1.73% +48.33% 0.14% -1.08% 0.24 7.17% +11.39 875.51 44.10% 34.29% 21.58%
2023-05 +1.40% +45.81% 0.14% -1.20% 0.18 7.13% +9.84 849.57 44.73% 34.44% 20.80%
2023-04 +1.20% +43.80% 0.14% -1.32% 0.13 7.11% +12.24 828.28 45.23% 33.66% 20.79%
2023-03 +1.20% +42.09% 0.14% -1.44% 0.11 7.11% +9.74 806.51 44.36% 33.13% 20.44%
2023-02 -1.60% +40.41% 0.14% -1.56% 0.06 7.10% +14.55 787.46 44.93% 33.66% 20.34%
2023-01 +2.73% +42.69% 0.14% -1.56% 0.13 7.09% +2.87 785.48 45.25% 33.14% 19.01%
2022-12 -2.38% +38.90% 0.14% -1.68% 0.03 7.01% +13.55 761.98 44.26% 31.88% 17.57%
2022-11 +1.10% +42.28% 0.14% -1.44% 0.17 6.92% +7.84 766.75 44.85% 31.81% 18.73%
2022-10 +1.70% +40.74% 0.14% -1.68% 0.15 6.92% +9.26 750.76 44.77% 31.17% 15.62%
2022-09 -4.08% +38.38% 0.14% -1.56% 0.09 6.89% +9.36 729.21 44.41% 30.96% 14.88%
2022-08 -1.70% +44.27% 0.14% -1.44% 0.31 6.61% +3.05 750.54 45.79% 31.35% 16.47%
2022-07 +3.28% +46.77% 0.14% -1.44% 0.41 6.55% +13.62 760.45 46.32% 32.54% 17.82%
2022-06 -2.11% +42.10% 0.14% -1.68% 0.28 6.42% +9.07 723.29 46.07% 32.39% 16.38%
2022-05 -2.93% +45.17% 0.14% -1.32% 0.39 6.34% +8.27 729.70 47.53% 33.40% 17.93%
2022-04 -1.55% +49.55% 0.14% -1.32% 0.59 6.18% +8.95 743.29 47.62% 32.63% 17.44%
2022-03 +0.63% +51.90% 0.14% -1.20% 0.70 6.12% +9.31 745.97 45.88% 31.31% 18.85%
2022-02 -1.15% +50.95% 0.14% -1.32% 0.68 6.12% +6.43 732.14 46.24% 31.84% 17.26%
2022-01 -2.31% +52.71% 0.14% -1.20% 0.76 6.08% +6.97 734.15 45.37% 31.82% 17.41%
2021-12 +1.23% +56.32% 0.14% -0.72% 0.92 5.97% +6.88 744.37 44.21% 30.67% 18.66%
2021-11 +0.15% +54.42% 0.14% -0.72% 0.88 5.96% +7.09 728.68 44.72% 31.47% 18.48%
2021-10 +2.01% +54.19% 0.14% -0.48% 0.89 5.96% +6.25 720.61 45.03% 31.88% 19.03%
2021-09 -1.09% +51.15% 0.14% -0.48% 0.79 5.92% +7.62 700.38 43.83% 30.87% 18.24%
2021-08 +1.35% +52.82% 0.14% -0.12% 0.86 5.89% +3.10 700.46 44.91% 32.25% 19.66%
2021-07 +0.13% +50.78% 0.14% +0.00% 0.79 5.88% +13.30 688.18 43.83% 30.23% 19.48%
2021-06 +0.91% +50.59% 0.14% -0.12% 0.82 5.91% +7.67 674.06 46.51% 32.61% 20.30%
2021-05 +0.66% +49.23% 0.14% -0.24% 0.77 5.92% +8.30 660.48 44.91% 30.63% 19.85%
2021-04 +1.61% +48.25% 0.14% +0.00% 0.75 5.92% +8.51 648.03 43.24% 30.44% 20.64%
2021-03 +1.38% +45.90% 0.14% -0.24% 0.69 5.89% +6.55 629.46 42.02% 30.53% 19.93%
2021-02 +0.20% +43.91% 0.14% +0.00% 0.64 5.88% +7.09 614.56 41.00% 30.11% 19.86%
2021-01 +1.22% +43.63% 0.14% -0.36% 0.63 5.90% +1.36 606.29 41.31% 29.69% 20.57%
2020-12 +1.24% +41.90% 0.14% -0.36% 0.55 5.93% +10.80 597.70 38.42% 27.24% 22.19%
2020-11 +3.50% +40.16% 0.14% -0.36% 0.47 5.95% +7.17 579.82 37.66% 26.83% 22.97%
2020-10 -0.28% +35.42% 0.14% -0.12% 0.31 5.77% +6.99 553.36 35.12% 25.50% 22.45%
2020-09 -1.98% +35.80% 0.14% +0.12% 0.37 5.86% +5.56 547.96 35.46% 25.97% 22.22%
2020-08 +2.63% +38.54% 0.14% +0.12% 0.45 5.87% +2.58 553.40 36.19% 24.39% 20.37%
2020-07 +1.81% +34.99% 0.14% -0.12% 0.30 5.83% +9.79 536.79 34.34% 22.54% 19.69%
2020-06 -0.56% +32.59% 0.14% -0.12% 0.22 5.80% +6.84 517.70 33.63% 20.91% 19.67%
2020-05 +1.07% +33.34% 0.14% -0.12% 0.22 5.90% +7.50 513.78 33.60% 19.40% 18.31%
2020-04 +5.06% +31.93% 0.14% -0.36% 0.17 5.89% +6.86 500.98 33.25% 18.53% 17.88%
2020-03 -8.24% +25.57% 0.14% -0.24% -0.08 5.45% +4.89 470.43 31.04% 17.54% 17.42%
2020-02 -1.90% +36.85% 0.14% +0.00% 0.61 3.94% +4.95 507.45 33.78% 19.16% 16.88%
2020-01 +0.31% +39.50% 0.14% -0.12% 0.87 3.93% +4.92 512.21 35.68% 20.52% 18.22%
2019-12 +0.53% +39.07% 0.14% -0.12% 0.88 3.94% +5.85 505.60 35.98% 20.82% 18.41%
2019-11 +0.75% +38.33% 0.14% -0.36% 0.81 3.99% +5.37 497.21 35.14% 19.67% 18.41%
2019-10 +1.05% +37.31% 0.14% -0.24% 0.79 4.04% +5.25 488.28 35.16% 19.80% 18.83%
2019-09 +1.33% +35.88% 0.14% -0.12% 0.71 4.02% +4.54 478.11 34.21% 18.80% 17.63%
2019-08 -0.60% +34.09% 0.14% -0.36% 0.62 3.99% +3.04 467.44 33.06% 18.18% 16.93%
2019-07 +0.64% +34.90% 0.14% -0.36% 0.74 4.06% +7.72 467.28 33.96% 18.77% 17.49%
2019-06 +1.61% +34.05% 0.14% -0.36% 0.69 4.06% +4.44 456.70 34.70% 19.49% 18.12%
2019-05 -1.33% +31.92% 0.14% -0.36% 0.56 4.02% +5.41 445.18 34.47% 19.33% 17.89%
2019-04 +1.54% +33.70% 0.14% -0.24% 0.73 3.98% +6.30 445.73 35.92% 20.32% 18.72%
2019-03 +0.59% +31.67% 0.14% -0.24% 0.62 3.93% +6.08 432.83 34.62% 19.72% 18.09%
2019-02 +1.05% +30.90% 0.14% -0.24% 0.59 3.94% +5.44 424.32 34.46% 19.77% 18.02%
2019-01 +2.43% +29.54% 0.14% -0.36% 0.56 3.99% +3.22 414.59 34.71% 19.87% 16.97%
2018-12 -3.09% +26.47% 0.15% -0.36% 0.36 3.87% +4.65 401.70 33.40% 19.27% 16.63%
2018-11 +0.17% +30.50% 0.15% -0.24% 0.73 3.58% +3.72 409.73 34.15% 19.89% 18.03%
2018-10 -1.65% +30.28% 0.15% -0.12% 0.76 3.64% +2.29 405.37 34.15% 20.14% 17.27%
2018-09 -0.10% +32.46% 0.15% +0.00% 1.02 3.56% +4.68 409.89 35.56% 21.32% 17.81%
2018-08 +1.09% +32.60% 0.15% +0.00% 1.10 3.65% +4.87 405.69 34.89% 20.92% 18.01%
2018-07 +0.97% +31.17% 0.15% -0.12% 0.97 3.68% +14.48 396.64 35.02% 21.57% 17.47%
2018-06 +0.06% +29.91% 0.15% +0.00% 0.92 3.70% +5.16 385.14 35.35% 21.99% 17.75%
2018-05 +0.44% +29.83% 0.15% +0.00% 0.86 3.80% +5.83 379.40 35.98% 22.39% 17.87%
2018-04 +0.90% +29.26% 0.15% +0.00% 0.86 3.83% +4.73 372.04 36.34% 22.79% 18.09%
2018-03 -0.78% +28.11% 0.15% +0.00% 0.79 3.82% +3.79 364.25 36.62% 22.99% 16.01%
2018-02 -1.31% +29.11% 0.15% +0.00% 0.90 3.79% +3.47 362.57 36.39% 22.73% 16.67%
2018-01 +1.08% +30.83% 0.15% +0.12% 1.10 3.72% +5.04 362.19 37.41% 23.26% 16.80%
2017-12 +0.70% +29.43% 0.15% +0.12% 1.01 3.71% +4.03 356.61 34.71% 21.97% 16.80%
2017-11 +1.05% +28.53% 0.15% +0.24% 0.93 3.72% +2.62 348.10 34.94% 22.41% 16.71%
2017-10 +0.94% +27.19% 0.15% +0.12% 0.85 3.71% +4.03 342.12 33.68% 21.09% 16.75%
2017-09 +0.37% +26.01% 0.15% +0.00% 0.79 3.70% +3.26 335.51 33.55% 20.96% 16.44%
2017-08 +0.06% +25.55% 0.15% +0.00% 0.81 3.76% +7.16 330.77 33.78% 21.29% 16.69%
2017-07 +1.08% +25.47% 0.15% +0.12% 0.82 3.76% +2.90 325.73 33.78% 21.11% 16.81%
2017-06 -0.48% +24.13% 0.15% +0.12% 0.78 3.84% +5.36 317.25 33.41% 20.48% 16.25%
2017-05 +0.84% +24.73% 0.15% +0.12% 0.84 3.83% +3.76 313.73 34.21% 21.32% 16.83%
2017-04 +0.83% +23.69% 0.15% +0.24% 0.71 3.93% +4.20 306.71 33.71% 21.24% 17.10%
2017-03 +0.06% +22.67% 0.15% +0.24% 0.67 3.94% +4.64 300.02 34.03% 21.40% 17.18%
2017-02 +0.42% +22.60% 0.15% +0.00% 0.68 3.94% +3.41 295.36 33.66% 20.87% 17.36%
2017-01 -0.33% +22.09% 0.15% +3.69 290.17 34.51% 21.25% 17.43%
2016-12 +0.86% +22.49% 0.07% +3.84 287.42 34.83% 21.62% 17.06%
2016-11 +0.55% +21.44% 0.07% +1.72 280.73 35.00% 21.61% 18.15%
2016-10 -0.09% +20.78% 0.07% -0.01 277.26 34.08% 21.24% 17.99%
2016-09 -0.53% +20.89% 0.07% +5.30 274.31 34.54% 21.15% 17.91%
2016-08 -0.11% +21.53% 0.07% +8.78 273.88 34.43% 21.36% 18.36%
2016-07 +1.68% +21.67% 0.07% +4.51 269.66 33.58% 20.93% 16.88%
2016-06 -0.41% +19.66% 0.07% +3.88 257.52 33.19% 21.18% 14.90%
2016-05 +0.26% +20.15% 0.07% +3.20 253.96 33.61% 21.33% 15.38%
2016-04 +0.65% +19.84% 0.07% +3.37 249.49 33.32% 21.38% 15.42%
2016-03 +1.03% +19.06% 0.07% +2.23 244.99 33.52% 20.72% 15.23%
2016-02 -0.67% +17.85% 0.07% +0.76 238.79 34.29% 21.27% 14.86%
2016-01 -1.41% +18.65% 0.07% +4.50 239.44 34.48% 21.79% 15.32%
2015-12 -1.02% +20.34% 0.16% +3.12 241.18 34.71% 22.22% 14.80%
2015-11 -0.38% +21.58% 0.16% +1.49 239.15 35.05% 23.60% 12.99%
2015-10 +2.64% +22.05% 0.16% +2.53 238.10 33.67% 22.91% 16.05%
2015-09 -1.99% +18.91% 0.16% -0.78 229.59 32.99% 22.58% 15.17%
2015-08 -1.75% +21.32% 0.16% +5.63 234.76 32.81% 22.44% 14.41%
2015-07 +1.16% +23.48% 0.16% +5.61 233.37 34.28% 22.74% 14.74%
2015-06 -2.40% +22.07% 0.16% +1.96 225.89 33.91% 22.55% 15.07%
2015-05 +0.27% +25.07% 0.16% +2.57 228.28 35.04% 23.61% 12.74%
2015-04 +0.60% +24.73% 0.16% +3.02 224.94 34.15% 19.01% 14.40%
2015-03 +0.48% +23.99% 0.16% +19.36 220.53 34.77% 19.49% 13.86%
2015-02 +2.28% +23.39% 0.16% +1.31 199.92 34.32% 19.63% 14.48%
2015-01 +0.55% +20.64% 0.16% +2.55 192.37 33.38% 18.24% 19.64%
2014-12 -1.21% +19.98% 0.19% +1.40 189.45 34.12% 19.58% 14.25%
2014-11 +1.71% +21.45% 0.19% +4.58 189.41 35.52% 20.30% 14.82%
2014-10 +0.04% +19.41% 0.19% +1.30 183.49 34.98% 19.70% 14.21%
2014-09 +0.28% +19.36% 0.19% -2.98 182.23 35.03% 19.27% 14.05%
2014-08 +2.14% +19.03% 0.19% +2.98 181.11 33.10% 18.06% 14.32%
2014-07 -0.09% +16.54% 0.19% +4.09 176.21 31.69% 16.81% 15.55%
2014-06 -0.10% +16.64% 0.19% +5.20 172.42 31.72% 16.49% 16.73%
2014-05 +1.16% +16.76% 0.19% +2.09 168.99 32.57% 16.95% 17.07%
2014-04 -0.01% +15.42% 0.19% +3.54 164.99 30.20% 14.67% 14.92%
2014-03 +0.81% +15.43% 0.19% +3.13 161.87 31.17% 14.98% 15.11%
2014-02 +1.84% +14.50% 0.19% +2.57 157.75 30.43% 15.42% 15.54%
2014-01 -0.39% +12.44% 0.19% +1.66 152.02 30.23% 15.25% 15.39%
2013-12 -0.41% +12.88% +2.45 151.01 31.12% 15.88% 15.99%
2013-11 +1.68% +13.34% +2.46 149.33 31.73% 16.09% 16.13%
2013-10 +1.22% +11.47% +3.01 144.22 31.69% 16.34% 16.41%
2013-09 +2.20% +10.12% +4.27 137.99 30.89% 15.60% 15.65%
2013-08 -0.95% +7.75% +4.28 131.17 29.31% 15.30% 15.34%
2013-07 +1.43% +8.79% +2.85 130.07 29.11% 15.18% 15.07%
2013-06 -1.61% +7.25% +1.34 123.39 29.62% 15.19% 15.24%
2013-05 +1.32% +9.01% +2.64 123.89 30.44% 15.63% 15.65%
2013-04 +0.37% +7.59% +2.75 119.76 28.60% 14.36% 14.40%
2013-03 +0.48% +7.19% +3.47 116.44 28.53% 13.53% 13.58%
2013-02 +0.91% +6.68% +3.34 112.57 28.52% 13.20% 13.22%
2013-01 +0.30% +5.72% +3.43 108.14 28.25% 12.94% 13.00%
2012-12 -0.42% +5.40% +4.67 104.76 26.43% 11.04% 11.10%
2012-11 +0.35% +5.85% +5.16 101.52 26.95% 10.91% 10.96%
2012-10 +0.73% +5.48% +1.98 95.83 26.54% 9.46% 9.51%
2012-09 +1.78% +4.71% +2.70 92.11 27.24% 9.91% 9.96%
2012-08 +0.41% +2.88% +2.47 87.84 26.98% 9.87% 9.85%
2012-07 +2.29% +2.46% +7.03 85.01 26.97% 9.81% 9.85%
2012-06 +0.08% +0.17% +22.75 76.20 26.02% 9.45% 9.78%
2012-05 -1.67% +0.09% +6.32 54.19 25.74% 8.88% 9.01%
2012-04 +1.25% +1.79% +9.64 47.89 25.54% 8.46% 8.52%
2012-03 +0.53% +0.53% +33.12 37.74 27.21% 9.38% 9.43%

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.