נתונים היסטוריים · קרנות השתלמות
מור קרן השתלמות לשכירים ולעצמאים - עוקב מדד S&P 500
נתונים היסטוריים מלאים עבור מור קרן השתלמות לשכירים ולעצמאים - עוקב מדד S&P 500, 122 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9451 | שם קרן: מור קרן השתלמות לשכירים ולעצמאים - עוקב מדד S&P 500 | סיווג קרן: קרנות השתלמות | חברה שולטת: י.ד מור השקעות בע"מ | חברה מנהלת: מור גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: עוקבי מדדים | תת התמחות: עוקב מדד s&p 500.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מור קרן השתלמות לשכירים ולעצמאים - עוקב מדד S&P 500 ישירות למייל.
| 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 | +0.59% | +186.57% | 0.70% | +2.76% | 0.57 | 10.43% | -64.13 | 2018.55 | 100.87% | 100.87% | 100.81% |
| 2026-04 | +3.08% | +184.89% | 0.70% | +1.56% | 0.57 | 10.43% | -36.83 | 2067.02 | 100.54% | 100.54% | 101.04% |
| 2026-03 | -4.37% | +176.38% | 0.70% | +1.56% | 0.51 | 10.43% | -91.53 | 2043.71 | 100.44% | 100.44% | 100.57% |
| 2026-02 | +0.23% | +189.01% | 0.70% | +1.68% | 0.76 | 10.34% | -141.65 | 2232.52 | 100.50% | 100.50% | 100.46% |
| 2026-01 | -1.73% | +188.34% | 0.70% | +2.16% | 0.79 | 10.34% | -93.27 | 2374.36 | 100.37% | 100.37% | 100.40% |
| 2025-12 | -1.68% | +193.42% | 0.71% | +2.28% | 0.91 | 10.28% | -81.75 | 2513.18 | 100.29% | 100.29% | 100.33% |
| 2025-11 | +0.37% | +198.43% | 0.71% | +2.40% | 1.01 | 10.21% | -80.63 | 2644.16 | 100.70% | 100.70% | 100.76% |
| 2025-10 | +0.83% | +197.33% | 0.71% | +2.76% | 1.07 | 10.42% | -31.00 | 2721.84 | 103.88% | 103.88% | 100.13% |
| 2025-09 | +2.63% | +194.89% | 0.71% | +2.28% | 1.04 | 10.49% | -21.32 | 2731.28 | 99.85% | 99.85% | 100.25% |
| 2025-08 | -0.04% | +187.33% | 0.71% | +2.04% | 0.96 | 10.56% | -21.53 | 2685.86 | 100.52% | 100.52% | 100.66% |
| 2025-07 | +3.30% | +187.44% | 0.71% | +2.52% | 1.03 | 10.78% | -46.67 | 2710.51 | 100.18% | 100.18% | 100.30% |
| 2025-06 | +0.74% | +178.26% | 0.71% | +2.16% | 0.98 | 10.80% | -3.59 | 2674.97 | 100.05% | 100.05% | 100.10% |
| 2025-05 | +3.21% | +176.22% | 0.71% | +3.00% | 0.99 | 10.80% | +6.62 | 2658.83 | 100.18% | 100.18% | 100.24% |
| 2025-04 | -2.84% | +167.63% | 0.71% | +3.12% | 0.95 | 10.86% | -4.14 | 2572.95 | 100.20% | 100.20% | 100.30% |
| 2025-03 | -1.04% | +175.45% | 0.71% | +4.20% | 1.14 | 11.22% | -83.65 | 2656.36 | 100.13% | 100.13% | 101.56% |
| 2025-02 | -3.45% | +178.34% | 0.71% | +4.08% | 1.02 | 12.62% | -22.74 | 2774.66 | 98.34% | 98.34% | 97.65% |
| 2025-01 | +1.04% | +188.29% | 0.71% | +5.04% | 1.11 | 12.82% | +38.01 | 2896.31 | 99.54% | 111.49% | 97.34% |
| 2024-12 | -1.82% | +185.32% | 0.72% | +5.04% | 1.11 | 12.82% | +72.08 | 2826.47 | 99.91% | 111.64% | 97.29% |
| 2024-11 | +3.09% | +190.61% | 0.72% | +5.40% | 1.22 | 12.75% | +49.63 | 2809.46 | 100.26% | 112.03% | 99.73% |
| 2024-10 | -0.22% | +181.90% | 0.72% | +5.40% | 1.18 | 12.73% | +50.79 | 2678.25 | 99.85% | 112.37% | 99.54% |
| 2024-09 | +3.97% | +182.52% | 0.72% | +4.80% | 1.23 | 12.73% | +59.69 | 2636.23 | 99.77% | 110.81% | 99.12% |
| 2024-08 | -0.96% | +171.74% | 0.72% | — | 1.21 | 12.67% | +22.33 | 2479.89 | 100.19% | 111.73% | 98.87% |
| 2024-07 | +1.11% | +174.37% | 0.72% | +4.68% | 1.20 | 12.75% | +80.01 | 2483.50 | 99.98% | 111.75% | 99.66% |
| 2024-06 | +5.92% | +171.36% | 0.72% | +5.64% | 1.19 | 12.75% | +114.03 | 2381.07 | 99.52% | 106.37% | 99.04% |
| 2024-05 | +2.69% | +156.19% | 0.72% | +4.80% | 1.10 | 12.62% | +83.79 | 2141.06 | 99.77% | 107.28% | 99.57% |
| 2024-04 | -1.89% | +149.48% | 0.72% | +4.20% | 1.00 | 12.81% | +56.17 | 2000.29 | 99.95% | 108.00% | 98.75% |
| 2024-03 | +6.23% | +154.29% | 0.72% | +4.20% | 1.11 | 12.78% | +78.06 | 1991.40 | 100.09% | 107.74% | 98.82% |
| 2024-02 | +3.11% | +139.37% | 0.72% | +4.08% | 1.00 | 12.57% | +74.95 | 1801.97 | 99.99% | 108.19% | 97.94% |
| 2024-01 | +1.82% | +132.15% | 0.72% | +4.44% | 0.96 | 12.57% | +106.29 | 1674.43 | 100.71% | 109.64% | 98.40% |
| 2023-12 | +2.27% | +128.00% | 0.70% | +3.96% | 0.96 | 12.63% | +105.41 | 1546.19 | 100.11% | 109.72% | 98.83% |
| 2023-11 | +0.96% | +122.94% | 0.70% | +3.72% | 0.83 | 13.16% | +67.28 | 1408.03 | 101.92% | 123.91% | 99.48% |
| 2023-10 | +2.26% | +120.82% | 0.70% | +3.60% | 0.82 | 13.17% | +43.69 | 1328.76 | 99.79% | 112.62% | 101.51% |
| 2023-09 | -3.61% | +115.94% | 0.70% | +2.64% | 0.75 | 13.28% | +70.15 | 1259.19 | 99.67% | 112.59% | 100.17% |
| 2023-08 | +1.84% | +124.03% | 0.70% | +2.64% | 0.89 | 13.14% | +134.60 | 1237.00 | 100.12% | 101.23% | 98.63% |
| 2023-07 | +3.95% | +119.98% | 0.70% | +2.28% | 0.87 | 13.14% | +192.30 | 1080.63 | 98.33% | 99.56% | 79.42% |
| 2023-06 | +4.38% | +111.62% | 0.70% | +2.52% | 0.82 | 13.16% | +154.85 | 850.91 | 99.37% | 100.64% | 79.25% |
| 2023-05 | +3.00% | +102.74% | 0.70% | +2.28% | 0.74 | 13.08% | +82.96 | 662.56 | 101.25% | 102.89% | 73.24% |
| 2023-04 | +3.88% | +96.84% | 0.70% | +1.80% | 0.69 | 13.04% | +74.32 | 561.21 | 100.10% | 101.65% | 67.00% |
| 2023-03 | +0.13% | +89.49% | 0.70% | +1.92% | 0.64 | 13.11% | +105.46 | 468.01 | 100.62% | 102.44% | 64.03% |
| 2023-02 | +1.39% | +89.24% | 0.70% | +1.44% | 0.62 | 13.31% | +78.11 | 359.94 | 98.65% | 100.32% | 62.68% |
| 2023-01 | +4.81% | +86.65% | 0.70% | +1.68% | 0.59 | 13.33% | +24.65 | 278.14 | 99.99% | 102.03% | 64.36% |
| 2022-12 | -3.31% | +78.08% | 0.64% | +1.68% | 0.51 | 13.27% | +17.20 | 241.27 | 97.60% | 99.70% | 61.05% |
| 2022-11 | +2.71% | +84.18% | 0.64% | +2.16% | 0.63 | 13.15% | +11.89 | 232.19 | 100.38% | 101.78% | 64.47% |
| 2022-10 | +5.88% | +79.32% | 0.64% | +1.92% | 0.58 | 13.12% | +6.52 | 214.27 | 101.28% | 102.83% | 66.15% |
| 2022-09 | -4.34% | +69.36% | 0.64% | +1.92% | 0.48 | 12.95% | +7.63 | 195.98 | 100.88% | 102.58% | 66.45% |
| 2022-08 | -4.59% | +77.04% | 0.64% | +1.80% | 0.61 | 12.75% | +18.30 | 197.30 | 100.58% | 102.17% | 68.77% |
| 2022-07 | +6.13% | +85.56% | 0.64% | +1.92% | 0.77 | 12.52% | +10.28 | 188.48 | 101.63% | 102.68% | 76.36% |
| 2022-06 | -4.70% | +74.84% | 0.64% | +1.56% | 0.66 | 12.34% | +5.87 | 167.89 | 100.15% | 101.37% | 79.41% |
| 2022-05 | -2.64% | +83.46% | 0.64% | +2.28% | 0.81 | 12.12% | +6.10 | 170.28 | 98.62% | 99.77% | 79.62% |
| 2022-04 | -3.23% | +88.44% | 0.64% | +2.04% | 0.91 | 12.02% | +7.06 | 168.84 | 99.62% | 100.21% | 81.79% |
| 2022-03 | +3.76% | +94.73% | 0.64% | +2.16% | 1.04 | 11.87% | +11.15 | 167.58 | 99.68% | 100.24% | 84.91% |
| 2022-02 | -1.46% | +87.67% | 0.64% | +1.32% | 0.94 | 11.83% | +6.52 | 150.78 | 98.36% | 98.36% | 98.49% |
| 2022-01 | -4.03% | +90.45% | 0.64% | +2.16% | 1.01 | 11.78% | +11.39 | 146.76 | 95.54% | 95.54% | 95.69% |
| 2021-12 | +3.06% | +98.45% | 0.45% | +3.36% | 1.16 | 11.60% | +12.64 | 141.42 | 96.43% | 96.43% | 96.59% |
| 2021-11 | -0.47% | +92.56% | 0.45% | +3.48% | 1.11 | 11.58% | +13.64 | 124.68 | 95.48% | 95.48% | 96.28% |
| 2021-10 | +3.56% | +93.47% | 0.45% | +4.68% | 1.17 | 11.64% | +8.47 | 111.69 | 93.61% | 93.61% | 93.78% |
| 2021-09 | -3.07% | +86.82% | 0.45% | +4.68% | 1.09 | 11.59% | +6.38 | 99.67 | 96.59% | 96.59% | 96.79% |
| 2021-08 | +1.29% | +92.73% | 0.45% | +5.64% | 1.20 | 11.48% | +8.13 | 96.41 | 95.55% | 95.55% | 95.75% |
| 2021-07 | +2.21% | +90.28% | 0.45% | +5.76% | 1.17 | 11.50% | +5.75 | 87.07 | 94.51% | 94.51% | 94.74% |
| 2021-06 | +2.62% | +86.16% | 0.45% | +5.40% | 1.15 | 11.53% | +8.73 | 79.51 | 92.87% | 92.87% | 94.84% |
| 2021-05 | +0.01% | +81.41% | 0.45% | +4.92% | 1.07 | 11.55% | +8.05 | 68.81 | 93.56% | 93.56% | 93.59% |
| 2021-04 | +3.00% | +81.39% | 0.45% | +5.88% | 1.11 | 11.58% | +4.67 | 60.71 | 95.26% | 95.26% | 95.26% |
| 2021-03 | +5.14% | +76.11% | 0.45% | +5.52% | 1.05 | 11.54% | +4.22 | 54.40 | 95.92% | 95.92% | 95.92% |
| 2021-02 | +2.00% | +67.50% | 0.45% | — | — | — | +5.18 | 47.69 | 92.49% | 92.49% | 92.49% |
| 2021-01 | +2.33% | +64.22% | 0.45% | — | — | — | +4.27 | 41.69 | 95.15% | 95.15% | 95.15% |
| 2020-12 | +0.53% | +60.48% | 0.38% | — | — | — | +4.87 | 36.48 | 95.53% | 95.53% | 95.53% |
| 2020-11 | +5.79% | +59.63% | 0.38% | — | — | — | +4.19 | 31.42 | 88.29% | 88.29% | 88.42% |
| 2020-10 | -1.54% | +50.89% | 0.38% | — | — | — | +2.29 | 25.71 | 95.22% | 95.22% | 95.22% |
| 2020-09 | -1.96% | +53.25% | 0.38% | — | — | — | +1.72 | 23.89 | 93.64% | 93.64% | 93.64% |
| 2020-08 | +6.11% | +56.32% | 0.38% | — | — | — | +1.43 | 22.60 | 97.79% | 97.79% | 97.79% |
| 2020-07 | +3.62% | +47.32% | 0.38% | — | — | — | +1.41 | 19.89 | 94.47% | 94.47% | 94.47% |
| 2020-06 | +0.69% | +42.17% | 0.38% | — | — | — | +0.53 | 17.81 | 96.24% | 96.24% | 96.24% |
| 2020-05 | +4.38% | +41.20% | 0.38% | — | — | — | +0.60 | 17.17 | 93.42% | 93.42% | 93.42% |
| 2020-04 | +8.79% | +35.27% | 0.38% | — | — | — | +0.56 | 15.87 | 96.35% | 96.35% | 96.35% |
| 2020-03 | -11.74% | +24.34% | 0.38% | — | — | — | +1.03 | 14.06 | 92.82% | 92.82% | 92.82% |
| 2020-02 | -5.62% | +40.88% | 0.38% | — | — | — | +0.06 | 14.84 | 95.82% | 95.82% | 95.82% |
| 2020-01 | +1.11% | +49.27% | 0.38% | — | — | — | +0.14 | 15.69 | 96.30% | 96.30% | 96.30% |
| 2019-12 | +2.02% | +47.63% | 0.33% | — | — | — | +0.90 | 15.36 | 97.27% | 94.79% | 94.79% |
| 2019-11 | +2.05% | +44.71% | 0.33% | — | — | — | -0.05 | 14.14 | 98.80% | 98.80% | 98.80% |
| 2019-10 | +2.64% | +41.80% | 0.33% | — | — | — | +0.12 | 13.89 | 98.56% | 98.56% | 98.56% |
| 2019-09 | +2.14% | +38.15% | 0.33% | — | — | — | -0.25 | 13.43 | 99.26% | 99.26% | 99.26% |
| 2019-08 | -2.52% | +35.26% | 0.33% | — | — | — | -0.04 | 13.42 | 99.11% | 99.11% | 99.11% |
| 2019-07 | +0.50% | +38.76% | 0.33% | — | — | — | +0.56 | 13.85 | 95.60% | 95.60% | 95.60% |
| 2019-06 | +3.59% | +38.07% | 0.33% | — | — | — | +0.53 | 13.19 | 93.78% | 93.78% | 93.78% |
| 2019-05 | -4.05% | +33.28% | 0.33% | — | — | — | +0.57 | 12.19 | 92.70% | 92.70% | 92.70% |
| 2019-04 | +3.20% | +38.91% | 0.33% | — | — | — | +0.31 | 12.13 | 96.13% | 96.13% | 96.13% |
| 2019-03 | +1.80% | +34.60% | 0.33% | — | — | — | +0.97 | 11.55 | 96.88% | 96.88% | 96.88% |
| 2019-02 | +3.19% | +32.22% | 0.33% | — | — | — | +0.80 | 10.32 | 98.55% | 98.55% | 98.55% |
| 2019-01 | +3.98% | +28.13% | 0.33% | — | — | — | +1.86 | 9.19 | 97.50% | 97.50% | 97.50% |
| 2018-12 | -7.27% | +23.23% | 0.35% | — | — | — | +1.19 | 7.29 | 88.07% | 88.07% | 88.07% |
| 2018-11 | -0.09% | +32.89% | 0.35% | — | — | — | +0.32 | 6.63 | 95.02% | 95.02% | 95.02% |
| 2018-10 | -3.20% | +33.01% | 0.35% | — | — | — | +0.84 | 6.02 | 100.00% | 100.00% | 100.00% |
| 2018-09 | -0.12% | +37.41% | 0.35% | — | — | — | +0.31 | 5.36 | 99.81% | 99.81% | 99.81% |
| 2018-08 | +1.79% | +37.57% | 0.35% | — | — | — | +0.31 | 5.07 | 99.41% | 99.41% | 99.41% |
| 2018-07 | +4.47% | +35.15% | 0.35% | — | — | — | +0.67 | 4.72 | 98.52% | 98.52% | 98.52% |
| 2018-06 | +2.03% | +29.37% | 0.35% | — | — | — | +0.17 | 3.83 | 99.22% | 99.22% | 99.22% |
| 2018-05 | +0.73% | +26.79% | 0.35% | — | — | — | +0.14 | 3.56 | 99.72% | 99.72% | 99.72% |
| 2018-04 | +5.11% | +25.88% | 0.35% | — | — | — | +0.31 | 3.40 | 100.00% | 100.00% | 100.00% |
| 2018-03 | -4.32% | +19.76% | 0.35% | — | — | — | +0.12 | 2.95 | 99.32% | 99.32% | 99.32% |
| 2018-02 | -0.81% | +25.16% | 0.35% | — | — | — | +0.26 | 2.93 | 100.00% | 100.00% | 100.00% |
| 2018-01 | +3.76% | +26.19% | 0.35% | — | — | — | +0.21 | 2.70 | 100.00% | 100.00% | 100.00% |
| 2017-12 | +1.33% | +21.61% | — | — | — | — | +0.23 | 2.40 | 100.00% | 100.00% | 100.00% |
| 2017-11 | +1.62% | +20.02% | — | — | — | — | +0.13 | 2.15 | 100.00% | 100.00% | 100.00% |
| 2017-10 | +2.79% | +18.10% | — | — | — | — | +0.08 | 2.02 | 98.02% | 98.02% | 98.02% |
| 2017-09 | -0.26% | +14.90% | — | — | — | — | +0.07 | 1.85 | 100.54% | 100.54% | 100.54% |
| 2017-08 | +0.72% | +15.20% | — | — | — | — | +0.23 | 1.81 | 100.55% | 100.55% | 100.55% |
| 2017-07 | +3.49% | +14.37% | — | — | — | — | +0.13 | 1.55 | 100.00% | 100.00% | 100.00% |
| 2017-06 | -1.14% | +10.52% | — | — | — | — | +0.07 | 1.39 | 97.12% | 97.12% | 97.12% |
| 2017-05 | -0.18% | +11.79% | — | — | — | — | +0.13 | 1.31 | 100.00% | 100.00% | 100.00% |
| 2017-04 | +0.91% | +11.99% | — | — | — | — | +0.03 | 1.18 | 100.00% | 100.00% | 100.00% |
| 2017-03 | -0.80% | +10.98% | — | — | — | — | +0.18 | 1.14 | 95.61% | 95.61% | 95.61% |
| 2017-02 | +0.98% | +11.88% | — | — | — | — | +0.07 | 0.96 | 101.04% | 101.04% | 101.04% |
| 2017-01 | -1.12% | +10.79% | — | — | — | — | +0.18 | 0.89 | 100.00% | 100.00% | 100.00% |
| 2016-12 | +2.14% | +12.05% | — | — | — | — | +0.14 | 0.71 | 95.77% | 95.77% | 95.77% |
| 2016-11 | +4.07% | +9.70% | — | — | — | — | +0.06 | 0.56 | 100.00% | 100.00% | 100.00% |
| 2016-10 | +0.43% | +5.41% | — | — | — | — | +0.06 | 0.48 | 100.00% | 100.00% | 100.00% |
| 2016-09 | -1.00% | +4.96% | — | — | — | — | +0.04 | 0.42 | 100.00% | 100.00% | 100.00% |
| 2016-08 | -0.55% | +6.02% | — | — | — | — | +0.14 | 0.38 | 100.00% | 100.00% | 100.00% |
| 2016-07 | +3.39% | +6.60% | — | — | — | — | +0.09 | 0.25 | 100.00% | 100.00% | 100.00% |
| 2016-06 | -1.15% | +3.11% | — | — | — | — | +0.02 | 0.18 | 83.33% | 83.33% | 83.33% |
| 2016-05 | +2.98% | +4.31% | — | — | — | — | +0.01 | 0.13 | 100.00% | 100.00% | 100.00% |
| 2016-04 | +1.29% | +1.29% | — | — | — | — | +0.05 | 0.11 | 100.00% | 100.00% | 100.00% |
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.