נתונים היסטוריים · קרנות השתלמות

מיטב השתלמות בניהול אישי

נתונים היסטוריים מלאים עבור מיטב השתלמות בניהול אישי, 181 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 1487 | שם קרן: מיטב השתלמות בניהול אישי | סיווג קרן: קרנות השתלמות | חברה שולטת: מיטב דש השקעות בע"מ | חברה מנהלת: מיטב גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: כללי | תת התמחות: כללי.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 181
תשואה חודשית אחרונה +0.00%
תשואה מצטברת מההתחלה +0.00%
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 +0.00% +0.00% 0.30% -2.88% -8.13 0.00% +9.04 4766.46 49.58% 35.47% 39.05%
2026-04 +0.00% +0.00% 0.30% -2.88% -7.79 0.00% +15.27 4662.85 48.40% 35.26% 38.90%
2026-03 +0.00% +0.00% 0.30% -2.76% -7.48 0.00% +9.10 4507.34 46.06% 39.29% 35.19%
2026-02 +0.00% +0.00% 0.30% -2.76% -7.18 0.00% +15.51 4576.25 46.60% 35.83% 39.89%
2026-01 +0.00% +0.00% 0.30% -2.76% -6.91 0.00% +40.18 4557.46 47.80% 36.52% 40.84%
2025-12 +0.00% +0.00% 0.27% -2.64% -6.64 0.00% +66.00 4427.06 47.09% 37.05% 40.96%
2025-11 +0.00% +0.00% 0.27% -2.64% -6.40 0.00% -4.01 4385.27 46.85% 37.61% 41.67%
2025-10 +0.00% +0.00% 0.27% -2.64% -6.17 0.00% +17.07 4347.68 46.83% 38.70% 42.68%
2025-09 +0.00% +0.00% 0.27% -2.64% -5.96 0.00% +30.95 4300.98 46.78% 39.24% 43.08%
2025-08 +0.00% +0.00% 0.27% -2.40% -5.76 0.00% +28.92 4187.10 45.48% 38.21% 42.24%
2025-07 +0.00% +0.00% 0.27% -2.40% -5.57 0.00% +15.56 4135.84 45.57% 38.46% 42.47%
2025-06 +0.00% +0.00% 0.27% -2.40% -5.39 0.00% +34.03 4003.71 45.54% 38.40% 42.44%
2025-05 +0.00% +0.00% 0.27% -2.28% -5.21 0.00% +18.49 3872.38 41.53% 34.78% 39.06%
2025-04 +0.00% +0.00% 0.27% -2.28% -5.04 0.00% +10.12 3753.31 42.85% 35.88% 40.30%
2025-03 +0.00% +0.00% 0.27% -2.16% -4.88 0.00% +17.04 3744.54 43.25% 35.41% 40.10%
2025-02 +0.00% +0.00% 0.27% -2.04% -4.73 0.00% +38.54 3717.05 44.48% 37.13% 41.50%
2025-01 +0.00% +0.00% 0.27% -2.04% -4.58 0.00% +26.29 3757.10 44.85% 38.73% 42.73%
2024-12 +0.00% +0.00% 0.26% -1.92% -4.43 0.00% +24.42 3658.15 43.51% 38.46% 43.17%
2024-11 +0.00% +0.00% 0.26% -1.80% -4.29 0.00% +11.32 3616.32 43.54% 39.39% 43.90%
2024-10 +0.00% +0.00% 0.26% -1.80% -4.16 0.00% -62.64 3478.41 41.97% 38.60% 43.28%
2024-09 +0.00% +0.00% 0.26% -1.68% -4.03 0.00% +18.87 3485.94 41.78% 40.86% 45.49%
2024-08 +0.00% +0.00% 0.26% -3.74 0.00% +4.43 3386.20 40.96% 41.07% 45.51%
2024-07 +0.00% +0.00% 0.26% -1.56% -3.77 0.00% +14.03 3441.71 36.25% 68.97% 79.32%
2024-06 +0.00% +0.00% 0.26% -1.44% -3.65 0.00% -2.21 3388.74 38.14% 45.04% 46.92%
2024-05 +0.00% +0.00% 0.26% -1.44% -3.53 0.00% +0.08 3357.39 33.86% 40.37% 44.70%
2024-04 +0.00% +0.00% 0.26% -1.32% -3.41 0.00% +13.85 3292.75 33.14% 39.72% 44.16%
2024-03 +0.00% +0.00% 0.26% -1.32% -3.29 0.00% +20.94 3286.85 40.71% 45.79% 50.31%
2024-02 +0.00% +0.00% 0.26% -1.20% -3.17 0.00% +20.10 3164.65 36.71% 38.86% 42.76%
2024-01 +0.00% +0.00% 0.26% -1.20% -3.06 0.00% +18.23 3046.12 34.40% 36.54% 42.35%
2023-12 +0.00% +0.00% 0.27% -1.08% -2.95 0.00% +22.39 3022.02 35.39% 35.66% 42.30%
2023-11 +0.00% +0.00% 0.27% -1.08% -2.84 0.00% +16.73 2890.52 35.25% 34.73% 43.91%
2023-10 +0.00% +0.00% 0.27% -0.96% -2.74 0.00% +17.45 2944.34 62.13% 35.54% 39.82%
2023-09 +0.00% +0.00% 0.27% -0.96% -2.63 0.00% +25.40 2888.90 72.68% 37.52% 42.28%
2023-08 +0.00% +0.00% 0.27% -0.84% -2.52 0.00% +34.91 2926.35 48.91% 55.51% 67.69%
2023-07 +0.00% +0.00% 0.27% -0.72% -2.42 0.00% +2.95 2802.53 48.38% 43.36% 51.19%
2023-06 +0.00% +0.00% 0.27% -0.72% -2.33 0.00% +9.06 2730.15 44.12% 52.60% 43.13%
2023-05 +0.00% +0.00% 0.27% -0.60% -2.24 0.00% +14.76 2661.35 42.41% 51.23% 42.60%
2023-04 +0.00% +0.00% 0.27% -0.60% -2.15 0.00% +16.27 2612.08 41.63% 50.55% 41.99%
2023-03 +0.00% +0.00% 0.27% -0.48% -2.08 0.00% +12.55 2555.46 41.28% 50.03% 41.77%
2023-02 +0.00% +0.00% 0.27% -0.36% -2.02 0.00% +24.21 2560.50 41.19% 49.63% 41.90%
2023-01 +0.00% +0.00% 0.27% -0.36% -1.98 0.00% +37.48 2498.29 41.61% 48.01% 40.22%
2022-12 +0.00% +0.00% 0.31% -0.36% -1.98 0.00% +44.93 2409.35 40.07% 45.64% 38.44%
2022-11 +0.00% +0.00% 0.31% -0.24% -2.05 0.00% +27.92 2393.10 41.46% 45.18% 37.78%
2022-10 +0.00% +0.00% 0.31% -0.24% -2.30 0.00% +25.84 2383.00 41.43% 43.57% 37.37%
2022-09 +0.00% +0.00% 0.31% -0.24% -2.48 0.00% +35.28 2341.53 40.59% 43.26% 36.92%
2022-08 +0.00% +0.00% 0.31% -0.24% -2.75 0.00% +35.39 2344.01 43.57% 42.98% 36.23%
2022-07 +0.00% +0.00% 0.31% -0.12% -3.75 0.00% +31.43 2329.13 44.04% 43.67% 37.24%
2022-06 +0.00% +0.00% 0.31% -0.12% -3.91 0.00% +32.65 2262.30 42.03% 42.62% 36.60%
2022-05 +0.00% +0.00% 0.31% -0.12% -3.85 0.00% +32.72 2277.79 44.06% 43.67% 36.97%
2022-04 +0.00% +0.00% 0.31% -0.12% -4.00 0.00% +410.30 2313.20 45.85% 39.47% 37.41%
2022-03 +0.00% +0.00% 0.31% -0.24% -4.31 0.00% +45.09 1930.45 51.26% 45.08% 38.79%
2022-02 +0.00% +0.00% 0.31% -0.24% -4.39 0.00% +37.28 1866.40 50.42% 45.39% 38.82%
2022-01 +0.00% +0.00% 0.31% -0.24% -4.59 0.00% +41.66 1829.86 50.51% 44.99% 38.48%
2021-12 +0.00% +0.00% 0.33% -0.24% -4.69 0.00% +42.65 1826.91 52.73% 46.27% 39.18%
2021-11 +0.00% +0.00% 0.33% -0.24% -5.10 0.00% +24.75 1793.26 52.67% 47.34% 40.56%
2021-10 +0.00% +0.00% 0.33% -0.24% -5.58 0.00% +26.62 1765.16 53.82% 47.94% 40.79%
2021-09 +0.00% +0.00% 0.33% -0.24% -5.60 0.00% +13.21 1690.04 52.22% 47.72% 40.25%
2021-08 +0.00% +0.00% 0.33% -0.24% -5.76 0.00% +30.83 1696.59 40.39% 27.16% 17.00%
2021-07 +0.00% +0.00% 0.33% -0.24% -5.92 0.00% +39.19 1651.82 52.56% 46.75% 39.55%
2021-06 +0.00% +0.00% 0.33% -0.24% -6.11 0.00% +32.84 1618.63 53.63% 47.70% 40.36%
2021-05 +0.00% +0.00% 0.33% -0.24% -6.31 0.00% +28.30 1563.94 53.75% 47.78% 40.45%
2021-04 +0.00% +0.00% 0.33% -0.24% -6.54 0.00% +27.98 1532.74 54.35% 48.50% 41.00%
2021-03 +0.00% +0.00% 0.33% -0.24% -6.79 0.00% +21.56 1486.30 54.13% 49.07% 41.85%
2021-02 +0.00% +0.00% 0.33% -0.24% -7.33 0.00% +23.43 1432.45 52.61% 47.75% 41.27%
2021-01 +0.00% +0.00% 0.33% -0.24% -7.68 0.00% +13.63 1385.52 51.91% 46.58% 40.64%
2020-12 +0.00% +0.00% 0.36% -0.24% -11.15 0.00% +15.02 1322.33 51.38% 46.28% 39.75%
2020-11 +0.00% +0.00% 0.36% -0.24% -11.54 0.00% +19.61 1276.69 49.63% 45.16% 39.00%
2020-10 +0.00% +0.00% 0.36% -0.24% -12.88 0.00% +12.83 1192.42 47.42% 44.15% 38.82%
2020-09 +0.00% +0.00% 0.36% -0.24% -12.92 0.00% +12.07 1176.09 47.52% 44.11% 38.82%
2020-08 +0.00% +0.00% 0.36% -0.24% -13.58 0.00% +14.74 1164.65 59.53% 31.32% 37.65%
2020-07 +0.00% +0.00% 0.36% -0.24% -13.36 0.00% +12.15 1113.37 58.40% 31.03% 37.79%
2020-06 +0.00% +0.00% 0.36% -0.24% -14.11 0.00% +18.14 1071.65 57.20% 30.41% 37.65%
2020-05 +0.00% +0.00% 0.36% -0.24% -15.03 0.00% +19.06 1060.11 56.83% 29.81% 36.70%
2020-04 +0.00% +0.00% 0.36% +12.21 1025.14 56.05% 28.23% 35.90%
2020-03 +0.00% +0.00% 0.36% +13.27 983.45 54.12% 27.18% 35.56%
2020-02 +0.00% +0.00% 0.36% -9.18 1050.37 56.25% 28.14% 35.02%
2020-01 +0.00% +0.00% 0.36% +27.61 1069.47 57.06% 29.10% 35.64%
2019-12 +0.00% +0.00% 0.38% +9.77 1050.13 49.35% 23.31% 42.52%
2019-11 +0.00% +0.00% 0.38% +13.48 1035.92 51.25% 25.49% 45.03%
2019-10 +0.00% +0.00% 0.38% +13.51 1008.42 54.20% 27.15% 47.47%
2019-09 +0.00% +0.00% 0.38% +10.63 978.60 54.13% 26.66% 47.32%
2019-08 +0.00% +0.00% 0.38% +19.64 958.39 52.61% 27.45% 47.87%
2019-07 +0.00% +0.00% 0.38% +24.99 943.38 52.61% 27.32% 47.61%
2019-06 +0.00% +0.00% 0.38% +21.76 918.16 52.11% 27.19% 48.20%
2019-05 +0.00% +0.00% 0.38% +19.66 885.89 51.00% 25.76% 47.72%
2019-04 +0.00% +0.00% 0.38% +9.35 877.36 51.89% 25.96% 46.53%
2019-03 +0.00% +0.00% 0.38% +11.97 854.40 50.21% 25.34% 47.18%
2019-02 +0.00% +0.00% 0.38% +9.98 837.50 50.52% 25.18% 45.82%
2019-01 +0.00% +0.00% 0.38% +11.37 817.01 49.47% 24.52% 46.22%
2018-12 +0.00% +0.00% 0.41% +13.01 793.70 49.41% 25.13% 46.58%
2018-11 +0.00% +0.00% 0.41% +14.26 807.18 51.60% 25.58% 45.22%
2018-10 +0.00% +0.00% 0.41% +7.76 794.94 50.46% 25.37% 46.01%
2018-09 +0.00% +0.00% 0.41% +4.34 801.20 51.70% 24.76% 44.55%
2018-08 +0.00% +0.00% 0.41% +7.84 798.47 51.61% 24.68% 44.85%
2018-07 +0.00% +0.00% 0.41% +13.24 781.37 50.79% 24.43% 46.26%
2018-06 +0.00% +0.00% 0.41% +8.70 760.44 50.15% 23.84% 45.75%
2018-05 +0.00% +0.00% 0.41% +4.21 749.53 49.82% 23.27% 45.83%
2018-04 +0.00% +0.00% 0.41% +11.15 741.01 48.88% 22.51% 46.27%
2018-03 +0.00% +0.00% 0.41% +8.28 722.44 49.20% 23.43% 45.68%
2018-02 +0.00% +0.00% 0.41% +14.25 723.43 48.79% 22.77% 45.57%
2018-01 +0.00% +0.00% 0.41% +9.36 716.49 49.64% 23.30% 45.18%
2017-12 +0.00% +0.00% 0.46% +16.14 696.25 48.34% 22.73% 45.63%
2017-11 +0.00% +0.00% 0.46% +11.48 675.86 47.68% 21.77% 45.27%
2017-10 +0.00% +0.00% 0.46% +17.66 661.50 46.78% 21.10% 45.35%
2017-09 +0.00% +0.00% 0.46% +7.63 638.06 46.28% 20.01% 45.66%
2017-08 +0.00% +0.00% 0.46% +6.43 628.01 46.19% 19.99% 46.08%
2017-07 +0.00% +0.00% 0.46% +7.71 627.40 49.69% 22.21% 45.64%
2017-06 +0.00% +0.00% 0.46% +22.23 610.98 49.77% 22.53% 45.40%
2017-05 +0.00% +0.00% 0.46% +28.61 597.18 50.24% 22.14% 44.75%
2017-04 +0.00% +0.00% 0.46% +12.31 563.46 50.72% 22.92% 46.01%
2017-03 +0.00% +0.00% 0.46% +50.02 544.55 46.90% 19.14% 46.09%
2017-02 +0.00% +0.00% 0.46% +16.68 494.04 50.45% 20.38% 43.01%
2017-01 +0.00% +0.00% 0.46% +8.03 474.15 50.07% 20.06% 44.28%
2016-12 +0.00% +0.00% 0.48% +7.45 464.61 49.33% 22.79% 44.58%
2016-11 +0.00% +0.00% 0.48% +4.49 452.16 48.84% 22.26% 44.14%
2016-10 +0.00% +0.00% 0.48% +1.95 443.38 47.70% 22.10% 44.77%
2016-09 +0.00% +0.00% 0.48% -2.95 440.01 47.54% 22.14% 22.14%
2016-08 +0.00% +0.00% 0.48% -17.16 445.10 46.33% 21.40% 45.98%
2016-07 +0.00% +0.00% 0.48% +4.81 462.28 52.95% 30.59% 50.19%
2016-06 +0.00% +0.00% 0.48% +3.08 447.21 52.69% 30.77% 50.70%
2016-05 +0.00% +0.00% 0.48% +5.66 446.54 53.26% 30.99% 50.64%
2016-04 +0.00% +0.00% 0.48% +5.14 436.62 53.07% 30.86% 50.09%
2016-03 +0.00% +0.00% 0.48% +2.40 426.18 53.59% 31.21% 49.28%
2016-02 +0.00% +0.00% 0.48% +0.79 422.80 52.83% 31.84% 50.05%
2016-01 +0.00% +0.00% 0.48% +3.20 426.36 54.03% 32.02% 50.14%
2015-12 +0.00% +0.00% 0.56% +5.81 429.82 37.95% 37.22% 41.53%
2015-11 +0.00% +0.00% 0.56% +7.32 427.45 38.68% 37.63% 41.89%
2015-10 +0.00% +0.00% 0.56% +5.55 418.29 38.59% 37.56% 42.00%
2015-09 +0.00% +0.00% 0.56% +2.00 406.27 37.55% 38.11% 42.30%
2015-08 +0.00% +0.00% 0.56% +2.56 414.17 38.28% 37.97% 42.06%
2015-07 +0.00% +0.00% 0.56% +2.64 415.02 39.58% 38.02% 41.86%
2015-06 +0.00% +0.00% 0.56% +5.03 409.66 38.33% 38.32% 42.11%
2014-02 +0.00% +0.00% 0.66% +8.87 225.51 37.17% 18.19% 22.35%
2014-01 +0.00% +0.00% 0.66% +10.96 212.05 35.81% 17.02% 20.42%
2013-12 +0.00% +0.00% 0.61% +17.70 199.14 33.98% 15.11% 22.37%
2013-11 +0.00% +0.00% 0.61% +6.01 182.13 35.78% 15.91% 19.90%
2013-10 +0.00% +0.00% 0.61% +7.01 172.83 33.95% 15.36% 19.34%
2013-09 +0.00% +0.00% 0.61% +7.36 168.72 32.01% 14.48% 18.01%
2013-08 +0.00% +0.00% 0.61% +4.65 159.26 30.44% 13.70% 17.73%
2013-07 +0.00% +0.00% 0.61% +2.35 150.44 31.48% 13.47% 17.02%
2013-06 +0.00% +0.00% 0.61% +8.23 145.10 29.27% 12.29% 15.84%
2013-05 +0.00% +0.00% 0.61% +7.06 139.37 30.14% 13.13% 17.09%
2013-04 +0.00% +0.00% 0.61% +6.78 130.32 28.12% 12.68% 16.43%
2013-03 +0.00% +0.00% 0.61% +4.62 124.45 28.45% 12.74% 16.15%
2013-02 +0.00% +0.00% 0.61% +5.36 118.04 28.65% 12.76% 16.24%
2013-01 +0.00% +0.00% 0.61% +6.53 113.64 27.06% 17.27% 20.16%
2012-12 +0.00% +0.00% 0.78% +10.15 104.76 26.20% 10.21% 13.29%
2012-11 +0.00% +0.00% 0.78% +5.35 94.63 26.05% 10.54% 12.80%
2012-10 +0.00% +0.00% 0.78% +5.27 87.65 23.39% 9.82% 12.14%
2012-09 +0.00% +0.00% 0.78% +6.00 81.35 22.08% 9.65% 12.05%
2012-08 +0.00% +0.00% 0.78% +4.26 73.74 21.71% 9.57% 12.14%
2012-07 +0.00% +0.00% 0.78% +4.68 69.59 20.41% 9.15% 10.76%
2012-06 +0.00% +0.00% 0.78% +4.48 63.71 19.23% 9.10% 11.32%
2012-05 +0.00% +0.00% 0.78% +4.51 59.41 19.16% 8.74% 10.49%
2012-04 +0.00% +0.00% 0.78% +7.84 56.53 20.73% 8.93% 11.06%
2012-03 +0.00% +0.00% 0.78% +7.10 49.89 20.24% 8.30% 10.44%
2012-02 +0.00% +0.00% 0.78% +6.79 42.69 14.69% 6.21% 8.64%
2012-01 +0.00% +0.00% 0.78% +4.45 37.32 11.79% 4.64% 6.73%
2011-12 +0.00% +0.00% 0.71% +13.48 29.50 12.95% 3.86% 6.10%
2011-11 +0.00% +0.00% 0.71% +1.83 16.24 20.63% 5.36% 8.56%
2011-10 +0.00% +0.00% 0.71% +0.49 14.61 25.12% 4.72% 7.26%
2011-09 +0.00% +0.00% 0.71% +1.02 13.40 17.76% 4.40% 7.01%
2011-08 +0.00% +0.00% 0.71% +0.83 13.03 18.50% 4.14% 5.68%
2011-07 +0.00% +0.00% 0.71% +0.92 12.03 25.60% 4.24% 5.90%
2011-06 +0.00% +0.00% 0.71% +1.35 11.70 20.68% 4.19% 6.58%
2011-05 +0.00% +0.00% 0.71% +0.02 9.93 21.45% 3.73% 6.55%
2011-04 +0.00% +0.00% 0.71% +1.05 10.03 32.00% 6.88% 9.37%
2011-03 +0.00% +0.00% 0.71% +0.91 9.06 34.00% 5.96% 7.62%
2011-02 +0.00% +0.00% 0.71% +0.83 8.60 27.56% 7.21% 7.67%
2011-01 +0.00% +0.00% 0.71% +3.08 7.35 21.77% 3.13% 4.63%
2010-12 +0.00% +0.00% +0.81 4.41 29.48% 3.85% 5.67%
2010-11 +0.00% +0.00% +0.51 3.45 18.26% 2.32% 4.93%
2010-10 +0.00% +0.00% +1.62 2.96 12.84% 0.00% 3.04%
2010-09 +0.00% +0.00% -0.08 1.34 13.43% 0.00% 5.97%
2010-08 +0.00% +0.00% -0.44 1.42 9.86% 0.00% 5.63%
2010-07 +0.00% +0.00% +0.61 1.87 26.20% 5.35% 8.56%
2010-06 +0.00% +0.00% -3.24 1.23 30.89% 8.13% 8.13%
2010-05 +0.00% +0.00% +0.00 4.42 38.46% 9.95% 9.95%
2010-04 +0.00% +0.00% +0.00 4.73 38.90% 8.67% 8.67%
2010-03 +0.00% +0.00% +0.00 4.97 39.44% 8.45% 8.45%
2010-02 +0.00% +0.00% +4.70 4.90 37.76% 8.16% 8.16%

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.