חודשים בטווח
130
נתונים היסטוריים · קרנות השתלמות
רעות קרן השתלמות - אשראי ואג"ח עד 25% מניות
נתונים היסטוריים מלאים עבור רעות קרן השתלמות - אשראי ואג"ח עד 25% מניות, 130 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 8891 | שם קרן: רעות קרן השתלמות - אשראי ואג"ח עד 25% מניות | סיווג קרן: קרנות השתלמות | חברה שולטת: הסתדרות המעו"ף, מינהל עובדי משק ופקידים | חברה מנהלת: רעות חברה לניהול קופות גמל בע"מ | אוכלוסיית יעד: עובדי סקטור מסויים | התמחות: מתמחים בניהול אקטיבי | תת התמחות: אשראי ואג"ח.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על רעות קרן השתלמות - אשראי ואג"ח עד 25% מניות ישירות למייל.
תשואה חודשית אחרונה
+1.62%
תשואה מצטברת מההתחלה
+45.30%
| 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 | +1.62% | +45.30% | 0.46% | +0.72% | 0.91 | 3.19% | +0.04 | 15.62 | 24.01% | 14.28% | 9.15% |
| 2026-04 | +2.42% | +42.98% | 0.46% | +0.60% | 0.81 | 3.14% | +0.08 | 15.34 | 23.79% | 13.49% | 8.28% |
| 2026-03 | -1.42% | +39.61% | 0.46% | +0.48% | 0.65 | 3.00% | -0.05 | 14.91 | 23.00% | 13.21% | 7.85% |
| 2026-02 | +0.44% | +41.62% | 0.46% | +0.72% | 0.97 | 2.90% | +0.10 | 15.19 | 23.17% | 12.84% | 8.23% |
| 2026-01 | +1.40% | +41.00% | 0.46% | +0.84% | 0.96 | 2.91% | +0.08 | 15.03 | 23.42% | 12.97% | 8.32% |
| 2025-12 | +0.63% | +39.05% | 0.46% | +0.84% | 0.87 | 2.87% | +0.21 | 14.75 | 23.39% | 14.10% | 9.69% |
| 2025-11 | +0.38% | +38.18% | 0.46% | +0.72% | 0.86 | 2.87% | +0.10 | 14.45 | 24.84% | 15.50% | 10.03% |
| 2025-10 | +1.39% | +37.66% | 0.46% | +0.84% | 0.91 | 2.91% | +0.05 | 14.30 | 24.90% | 15.73% | 10.28% |
| 2025-09 | +1.39% | +35.77% | 0.46% | +0.60% | 0.79 | 2.89% | +0.02 | 14.07 | 24.09% | 15.71% | 10.09% |
| 2025-08 | +0.74% | +33.91% | 0.46% | +0.48% | 0.66 | 2.89% | -0.38 | 13.86 | 23.88% | 16.45% | 9.74% |
| 2025-07 | +0.64% | +32.92% | 0.46% | +0.60% | 0.65 | 2.91% | +0.01 | 14.13 | 23.50% | 16.63% | 9.62% |
| 2025-06 | +2.53% | +32.08% | 0.46% | +0.48% | 0.65 | 2.91% | -0.33 | 14.05 | 23.49% | 16.44% | 9.32% |
| 2025-05 | +1.19% | +28.82% | 0.46% | +0.36% | 0.42 | 2.76% | +0.64 | 14.04 | 23.72% | 17.66% | 9.05% |
| 2025-04 | +1.08% | +27.30% | 0.46% | +0.48% | 0.35 | 2.75% | +0.02 | 13.24 | 23.11% | 18.13% | 8.99% |
| 2025-03 | -1.08% | +25.94% | 0.46% | +0.48% | 0.36 | 3.01% | +0.15 | 13.08 | 23.32% | 16.97% | 9.25% |
| 2025-02 | +0.34% | +27.32% | 0.46% | +0.00% | 0.31 | 3.89% | -0.45 | 13.08 | 23.24% | 16.74% | 9.48% |
| 2025-01 | +0.78% | +26.89% | 0.46% | +0.24% | 0.31 | 3.90% | +0.02 | 13.48 | 23.52% | 16.84% | 9.87% |
| 2024-12 | +0.84% | +25.91% | 0.48% | +0.12% | 0.27 | 3.89% | +0.45 | 13.36 | 20.73% | 14.82% | 9.81% |
| 2024-11 | +1.65% | +24.86% | 0.48% | +0.12% | 0.23 | 3.88% | -0.17 | 12.81 | 20.77% | 15.53% | 10.46% |
| 2024-10 | +0.43% | +22.83% | 0.48% | -0.12% | 0.11 | 3.82% | +0.12 | 12.77 | 19.97% | 15.51% | 11.59% |
| 2024-09 | +0.93% | +22.30% | 0.48% | -0.12% | 0.12 | 3.82% | -0.43 | 12.60 | 20.79% | 15.87% | 11.51% |
| 2024-08 | +1.20% | +21.18% | 0.48% | — | -0.02 | 3.81% | +0.03 | 12.92 | 21.83% | 17.11% | 10.76% |
| 2024-07 | +0.80% | +19.74% | 0.48% | -0.36% | -0.02 | 3.78% | -0.26 | 12.74 | 9.73% | 8.24% | 8.63% |
| 2024-06 | +0.33% | +18.79% | 0.48% | -0.36% | -0.05 | 3.78% | -1.05 | 12.89 | 9.93% | 8.61% | 8.61% |
| 2024-05 | +0.12% | +18.40% | 0.48% | -0.36% | -0.02 | 3.79% | +0.70 | 13.90 | 9.06% | 7.77% | 7.77% |
| 2024-04 | -0.58% | +18.26% | 0.48% | -0.36% | 0.00 | 3.79% | +0.05 | 13.19 | 9.40% | 8.04% | 7.96% |
| 2024-03 | +0.60% | +18.95% | 0.48% | -0.36% | 0.11 | 3.77% | +0.00 | 13.23 | 10.05% | 8.47% | 8.39% |
| 2024-02 | +0.63% | +18.24% | 0.48% | -0.36% | 0.10 | 3.77% | -0.01 | 13.15 | 9.58% | 8.14% | 7.98% |
| 2024-01 | +0.04% | +17.50% | 0.48% | -0.36% | 0.09 | 3.77% | +0.12 | 13.07 | 9.33% | 8.03% | 7.88% |
| 2023-12 | +1.25% | +17.45% | 0.46% | -0.36% | 0.16 | 3.80% | -0.97 | 13.06 | 9.26% | 7.96% | 7.81% |
| 2023-11 | +1.93% | +16.00% | 0.46% | -0.24% | 0.06 | 3.79% | -0.07 | 13.76 | 8.79% | 8.72% | 9.01% |
| 2023-10 | -1.02% | +13.80% | 0.46% | -0.24% | -0.10 | 3.71% | +0.14 | 13.58 | 8.69% | 8.76% | 9.20% |
| 2023-09 | -0.83% | +14.98% | 0.46% | -0.36% | 0.02 | 3.69% | +0.05 | 13.59 | 8.83% | 8.68% | 8.98% |
| 2023-08 | +0.33% | +15.94% | 0.46% | -0.36% | 0.15 | 3.66% | -0.15 | 13.66 | 9.08% | 9.00% | 9.22% |
| 2023-07 | +0.73% | +15.56% | 0.46% | -0.36% | 0.16 | 3.66% | -0.18 | 13.78 | 9.87% | 9.51% | 9.29% |
| 2023-06 | +0.50% | +14.72% | 0.46% | -0.36% | 0.14 | 3.66% | -0.24 | 13.86 | 9.38% | 9.09% | 8.95% |
| 2023-05 | +1.07% | +14.15% | 0.46% | -0.48% | 0.13 | 3.65% | +0.06 | 14.03 | 9.76% | 9.34% | 8.84% |
| 2023-04 | +0.45% | +12.94% | 0.46% | -0.48% | 0.06 | 3.63% | +0.04 | 13.83 | 9.40% | 8.24% | 8.68% |
| 2023-03 | +1.11% | +12.44% | 0.46% | -0.60% | 0.05 | 3.63% | +0.16 | 13.73 | 9.18% | 8.74% | 8.52% |
| 2023-02 | -1.28% | +11.20% | 0.46% | -0.60% | -0.02 | 3.60% | -0.26 | 13.43 | 9.61% | 9.23% | 8.27% |
| 2023-01 | +1.12% | +12.64% | 0.46% | -0.60% | 0.12 | 3.56% | -0.11 | 13.87 | 9.30% | 8.65% | 7.71% |
| 2022-12 | -0.63% | +11.40% | 0.45% | -0.48% | 0.05 | 3.53% | +0.59 | 13.83 | 7.88% | 7.81% | 7.52% |
| 2022-11 | +0.10% | +12.10% | 0.45% | -0.48% | 0.15 | 3.52% | -0.03 | 13.33 | 8.48% | 8.25% | 7.95% |
| 2022-10 | +0.44% | +11.99% | 0.45% | -0.48% | 0.17 | 3.52% | +0.11 | 13.35 | 8.46% | 8.16% | 7.79% |
| 2022-09 | -1.37% | +11.50% | 0.45% | -0.48% | 0.16 | 3.52% | +0.15 | 13.19 | 8.19% | 8.04% | 7.66% |
| 2022-08 | -1.08% | +13.05% | 0.45% | -0.60% | 0.32 | 3.45% | -0.47 | 13.23 | 8.62% | 8.24% | 7.79% |
| 2022-07 | +0.86% | +14.28% | 0.45% | -0.60% | 0.46 | 3.41% | -0.04 | 13.85 | 8.45% | 8.16% | 10.47% |
| 2022-06 | -0.05% | +13.31% | 0.45% | -0.48% | 0.41 | 3.41% | +0.12 | 13.78 | 7.98% | 7.84% | 10.23% |
| 2022-05 | -1.50% | +13.36% | 0.45% | -0.48% | 0.41 | 3.41% | +0.25 | 13.67 | 8.41% | 8.27% | 10.39% |
| 2022-04 | -0.25% | +15.09% | 0.45% | -0.60% | 0.61 | 3.33% | -0.18 | 13.63 | 8.80% | 8.58% | 10.64% |
| 2022-03 | -0.05% | +15.38% | 0.45% | -0.72% | 0.66 | 3.33% | -0.41 | 13.85 | 8.95% | 8.52% | 10.54% |
| 2022-02 | -0.55% | +15.44% | 0.45% | -0.72% | 0.68 | 3.33% | -0.33 | 14.26 | 9.19% | 8.77% | 10.17% |
| 2022-01 | -1.17% | +16.08% | 0.45% | -0.84% | 0.75 | 3.31% | +0.12 | 14.67 | 9.00% | 8.79% | 9.95% |
| 2021-12 | +0.28% | +17.45% | -0.23% | -0.96% | 0.90 | 3.25% | +0.70 | 14.73 | 9.37% | 9.16% | 10.18% |
| 2021-11 | +0.29% | +17.12% | -0.23% | -0.96% | 0.89 | 3.26% | +0.69 | 13.99 | 9.01% | 8.86% | 10.01% |
| 2021-10 | +0.45% | +16.78% | -0.23% | -0.84% | 0.87 | 3.26% | -0.17 | 13.25 | 9.51% | 9.28% | 10.49% |
| 2021-09 | -0.05% | +16.26% | -0.23% | -0.72% | 0.83 | 3.26% | -0.10 | 13.37 | 9.27% | 9.05% | 10.25% |
| 2021-08 | +0.77% | +16.32% | -0.23% | -0.84% | 0.83 | 3.27% | -0.85 | 13.49 | 9.34% | 9.27% | 10.38% |
| 2021-07 | +0.38% | +15.43% | -0.23% | -0.72% | 0.76 | 3.27% | -0.88 | 14.24 | 9.48% | 9.20% | 10.39% |
| 2021-06 | +0.40% | +14.99% | -0.23% | -0.72% | 0.76 | 3.28% | -1.06 | 15.06 | 10.42% | 11.22% | 10.82% |
| 2021-05 | +0.59% | +14.53% | -0.23% | -0.84% | 0.74 | 3.28% | +0.11 | 16.07 | 9.58% | 10.27% | 9.83% |
| 2021-04 | +0.53% | +13.86% | -0.23% | -0.72% | 0.69 | 3.28% | +0.63 | 15.86 | 9.65% | 11.10% | 10.09% |
| 2021-03 | +0.94% | +13.26% | -0.23% | -0.84% | 0.67 | 3.28% | -0.18 | 15.16 | 10.03% | 11.15% | 10.62% |
| 2021-02 | -0.02% | +12.21% | -0.23% | -0.84% | 0.60 | 3.27% | -0.66 | 15.20 | 9.93% | 10.99% | 10.39% |
| 2021-01 | +0.57% | +12.23% | -0.23% | -0.96% | 0.61 | 3.26% | +0.31 | 15.86 | 9.65% | 10.40% | 9.84% |
| 2020-12 | +0.55% | +11.59% | 0.49% | -0.96% | 0.56 | 3.26% | -0.52 | 15.47 | 9.95% | 10.67% | 10.08% |
| 2020-11 | +1.36% | +10.98% | 0.49% | -0.96% | 0.51 | 3.26% | -0.34 | 15.91 | 10.12% | 10.87% | 9.93% |
| 2020-10 | -0.28% | +9.49% | 0.49% | -0.84% | 0.39 | 3.23% | -1.06 | 16.03 | 9.54% | 10.36% | 9.42% |
| 2020-09 | -0.75% | +9.80% | 0.49% | -0.72% | 0.45 | 3.27% | +0.01 | 17.15 | 9.04% | 9.85% | 11.02% |
| 2020-08 | +1.22% | +10.63% | 0.49% | -0.72% | 0.51 | 3.27% | +0.42 | 17.28 | 9.32% | 9.95% | 11.00% |
| 2020-07 | +0.79% | +9.30% | 0.49% | -0.72% | 0.40 | 3.24% | +0.66 | 16.67 | 9.06% | 9.78% | 10.92% |
| 2020-06 | -0.56% | +8.44% | 0.49% | — | — | — | -0.22 | 15.75 | 9.21% | 10.03% | 11.37% |
| 2020-05 | +0.92% | +9.05% | 0.49% | — | — | — | +0.29 | 16.08 | 9.02% | 9.70% | 10.88% |
| 2020-04 | +3.11% | +8.06% | 0.49% | — | — | — | -0.36 | 15.66 | 9.96% | 9.26% | 11.05% |
| 2020-03 | -5.37% | +4.80% | 0.49% | — | — | — | -0.67 | 15.54 | 9.07% | 8.62% | 10.55% |
| 2020-02 | -0.10% | +10.75% | 0.49% | — | — | — | +0.41 | 17.15 | 6.53% | 11.43% | 6.82% |
| 2020-01 | +0.19% | +10.86% | 0.49% | — | — | — | +0.41 | 16.76 | 6.62% | 11.75% | 7.04% |
| 2019-12 | +0.16% | +10.65% | 0.53% | — | — | — | -0.11 | 16.33 | 6.74% | 12.06% | 7.04% |
| 2019-11 | +0.15% | +10.47% | 0.53% | — | — | — | -0.11 | 16.41 | 6.64% | 11.82% | 6.83% |
| 2019-10 | +0.38% | +10.30% | 0.53% | — | — | — | +0.52 | 16.50 | 6.48% | 11.88% | 6.91% |
| 2019-09 | +0.45% | +9.89% | 0.53% | — | — | — | +0.17 | 15.93 | 6.53% | 11.86% | 6.97% |
| 2019-08 | -0.10% | +9.39% | 0.53% | — | — | — | +1.16 | 15.70 | 6.50% | 11.91% | 6.94% |
| 2019-07 | +0.62% | +9.50% | 0.53% | — | — | — | +0.36 | 14.56 | 7.14% | 12.91% | 7.55% |
| 2019-06 | +0.81% | +8.83% | 0.53% | — | — | — | +0.06 | 14.11 | 7.30% | 12.83% | 7.87% |
| 2019-05 | +0.02% | +7.95% | 0.53% | — | — | — | +0.35 | 13.95 | 7.17% | 16.34% | 8.67% |
| 2019-04 | +0.46% | +7.93% | 0.53% | — | — | — | +0.35 | 13.60 | 7.57% | 13.24% | 9.04% |
| 2019-03 | +0.47% | +7.44% | 0.53% | — | — | — | +0.18 | 13.19 | 7.58% | 13.57% | 9.10% |
| 2019-02 | +0.62% | +6.94% | 0.53% | — | — | — | +0.05 | 12.96 | 7.64% | 16.90% | 9.18% |
| 2019-01 | +1.27% | +6.28% | 0.53% | — | — | — | -0.67 | 12.83 | 7.56% | 16.99% | 9.12% |
| 2018-12 | -0.72% | +4.94% | 0.54% | — | — | — | +0.65 | 13.35 | 6.89% | 16.25% | 8.46% |
| 2018-11 | -0.15% | +5.71% | 0.54% | — | — | — | +0.46 | 12.80 | 7.89% | 17.11% | 9.06% |
| 2018-10 | -0.63% | +5.86% | 0.54% | — | — | — | -0.14 | 12.37 | 8.08% | 17.78% | 9.38% |
| 2018-09 | +0.09% | +6.54% | 0.54% | — | — | — | +0.12 | 12.60 | 8.17% | 17.38% | 9.37% |
| 2018-08 | +0.33% | +6.44% | 0.54% | — | — | — | -0.37 | 12.47 | 8.26% | 17.40% | 9.22% |
| 2018-07 | +0.43% | +6.09% | 0.54% | — | — | — | -0.14 | 12.80 | 7.89% | 17.34% | 9.30% |
| 2018-06 | -0.09% | +5.64% | 0.54% | — | — | — | +0.53 | 12.88 | 7.53% | 16.85% | 8.85% |
| 2018-05 | -0.08% | +5.73% | 0.54% | — | — | — | +0.50 | 12.36 | 7.69% | 17.39% | 9.14% |
| 2018-04 | +0.19% | +5.81% | 0.54% | — | — | — | +0.02 | 11.88 | 8.08% | 18.35% | 9.68% |
| 2018-03 | +0.04% | +5.61% | 0.54% | — | — | — | +0.18 | 11.85 | 7.68% | 17.89% | 9.28% |
| 2018-02 | -0.56% | +5.57% | 0.54% | — | — | — | -0.06 | 11.67 | 8.05% | 18.17% | 9.60% |
| 2018-01 | +0.35% | +6.17% | 0.54% | — | — | — | +0.93 | 11.80 | 8.22% | 17.63% | 9.49% |
| 2017-12 | +0.42% | +5.80% | 0.52% | — | — | — | +0.51 | 10.84 | 8.58% | 19.00% | 10.06% |
| 2017-11 | +0.38% | +5.35% | 0.52% | — | — | — | -0.36 | 10.29 | 8.94% | 19.92% | 10.50% |
| 2017-10 | +0.46% | +4.95% | 0.52% | — | — | — | -0.18 | 10.61 | 8.58% | 19.32% | 10.08% |
| 2017-09 | +0.14% | +4.47% | 0.52% | — | — | — | +0.59 | 10.75 | 8.28% | 18.88% | 9.77% |
| 2017-08 | +0.46% | +4.33% | 0.52% | — | — | — | +0.29 | 10.15 | 8.67% | 20.20% | 10.34% |
| 2017-07 | +0.78% | +3.85% | 0.52% | — | — | — | -0.02 | 9.81 | 9.07% | 20.59% | 10.50% |
| 2017-06 | -0.23% | +3.05% | 0.52% | — | — | — | -0.14 | 9.76 | 9.02% | 20.29% | 10.14% |
| 2017-05 | +0.69% | +3.28% | 0.52% | — | — | — | +0.37 | 9.93 | 8.96% | 20.24% | 10.07% |
| 2017-04 | +0.67% | +2.58% | 0.52% | — | — | — | +0.04 | 9.49 | 9.17% | 21.29% | 10.43% |
| 2017-03 | +0.19% | +1.89% | 0.52% | — | — | — | +0.39 | 9.40 | 9.15% | 21.28% | 10.32% |
| 2017-02 | +0.11% | +1.70% | 0.52% | — | — | — | -0.93 | 8.99 | 9.68% | 8.01% | 10.68% |
| 2017-01 | +0.06% | +1.59% | 0.52% | — | — | — | +0.49 | 9.92 | 7.76% | 6.65% | 9.48% |
| 2016-12 | +0.51% | +1.53% | — | — | — | — | -0.15 | 9.43 | 8.27% | 4.45% | 4.45% |
| 2016-11 | -0.19% | +1.01% | — | — | — | — | +0.30 | 9.54 | 8.07% | 4.30% | 4.30% |
| 2016-10 | +0.03% | +1.20% | — | — | — | — | +0.00 | 9.27 | 7.98% | 4.21% | 4.21% |
| 2016-09 | -0.47% | +1.17% | — | — | — | — | +0.23 | 9.27 | 8.09% | 4.21% | 4.21% |
| 2016-08 | -0.20% | +1.65% | — | — | — | — | +1.36 | 9.09 | 6.71% | 3.74% | 3.74% |
| 2016-07 | +0.90% | +1.86% | — | — | — | — | +0.48 | 7.74 | 7.88% | 4.39% | 4.39% |
| 2016-06 | +0.31% | +0.95% | — | — | — | — | +0.08 | 7.20 | 8.06% | 4.58% | 4.58% |
| 2016-05 | +0.16% | +0.64% | — | — | — | — | +0.55 | 7.10 | 8.45% | 4.79% | 4.79% |
| 2016-04 | +0.59% | +0.47% | — | — | — | — | +0.30 | 6.54 | 8.87% | 5.05% | 5.05% |
| 2016-03 | +0.43% | -0.11% | — | — | — | — | -0.21 | 6.20 | 9.35% | 5.16% | 5.16% |
| 2016-02 | +0.09% | -0.54% | — | — | — | — | +1.17 | 6.40 | 9.06% | 5.00% | 5.00% |
| 2016-01 | -0.10% | -0.63% | — | — | — | — | +0.94 | 5.21 | 8.45% | 4.80% | 4.80% |
| 2015-12 | -0.21% | -0.53% | — | — | — | — | +0.01 | 4.27 | 8.67% | 4.92% | 4.92% |
| 2015-11 | -0.48% | -0.32% | — | — | — | — | +0.39 | 4.27 | 8.20% | 4.68% | 4.68% |
| 2015-10 | +1.31% | +0.16% | — | — | — | — | +0.08 | 3.90 | 8.72% | 4.87% | 4.87% |
| 2015-09 | -0.76% | -1.14% | — | — | — | — | +1.02 | 3.77 | 8.49% | 4.77% | 4.77% |
| 2015-08 | -0.38% | -0.38% | — | — | — | — | +0.14 | 2.78 | 8.27% | 4.68% | 4.68% |
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.