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 מדדים
חודשים בטווח 122
תשואה חודשית אחרונה +0.59%
תשואה מצטברת מההתחלה +186.57%
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.