חודשים בטווח
125
מיטב פנסיה מקיפה לבני 50 עד 60
נתונים היסטוריים מלאים עבור מיטב פנסיה מקיפה לבני 50 עד 60, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9967 | שם קרן: מיטב פנסיה מקיפה לבני 50 עד 60 | סיווג קרן: קרנות חדשות | חברה שולטת: מיטב דש השקעות בע"מ | חברה מנהלת: מיטב גמל ופנסיה בע"מ | אוכלוסיית יעד: — | התמחות: — | תת התמחות: —.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מיטב פנסיה מקיפה לבני 50 עד 60 ישירות למייל.
תשואה חודשית אחרונה
+1.96%
תשואה מצטברת מההתחלה
+134.12%
| 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 | +1.96% | +134.12% | 0.11% | +2.76% | 1.58 | 5.27% | +100.16 | 14010.41 | 47.38% | 41.92% | 17.69% |
| 2026-04 | +3.87% | +129.62% | 0.11% | +2.28% | 1.51 | 5.27% | +114.82 | 13642.47 | 46.62% | 43.35% | 18.32% |
| 2026-03 | -2.12% | +121.06% | 0.11% | +2.16% | 1.41 | 5.13% | +168.23 | 13022.13 | 45.85% | 43.82% | 17.20% |
| 2026-02 | +0.67% | +125.85% | 0.11% | +2.40% | 1.76 | 4.95% | +83.43 | 13135.04 | 46.13% | 44.17% | 18.49% |
| 2026-01 | +2.08% | +124.35% | 0.11% | +2.64% | 1.78 | 4.95% | +119.18 | 12964.25 | 46.15% | 41.44% | 18.57% |
| 2025-12 | +1.09% | +119.78% | 0.11% | +2.52% | 1.70 | 4.95% | +127.07 | 12583.31 | 46.13% | 42.31% | 18.11% |
| 2025-11 | +1.23% | +117.41% | 0.11% | +2.64% | 1.70 | 4.99% | +114.04 | 12321.49 | 46.06% | 42.34% | 18.29% |
| 2025-10 | +1.12% | +114.77% | 0.11% | +2.76% | 1.70 | 5.20% | +132.24 | 12057.99 | 45.31% | 42.46% | 18.82% |
| 2025-09 | +2.06% | +112.39% | 0.11% | +2.64% | 1.67 | 5.23% | +129.64 | 11792.92 | 45.10% | 43.07% | 20.41% |
| 2025-08 | +1.22% | +108.10% | 0.11% | +2.76% | 1.54 | 5.27% | +130.07 | 11425.47 | 44.36% | 43.16% | 18.67% |
| 2025-07 | +1.27% | +105.59% | 0.11% | +2.76% | 1.55 | 5.37% | +168.55 | 11159.41 | 44.60% | 42.89% | 18.36% |
| 2025-06 | +2.73% | +103.01% | 0.11% | +2.76% | 1.54 | 5.44% | +153.81 | 10851.75 | 44.77% | 43.26% | 18.58% |
| 2025-05 | +2.64% | +97.62% | 0.11% | +3.36% | 1.42 | 5.37% | +148.91 | 10411.41 | 43.86% | 44.49% | 21.99% |
| 2025-04 | +0.68% | +92.54% | 0.11% | +3.24% | 1.33 | 5.33% | +116.96 | 9998.17 | 43.27% | 44.49% | 21.06% |
| 2025-03 | -0.73% | +91.24% | 0.11% | +3.48% | 1.37 | 5.61% | +133.07 | 9813.51 | 43.38% | 45.33% | 21.33% |
| 2025-02 | +0.05% | +92.64% | 0.11% | +3.36% | 1.17 | 6.79% | +93.72 | 9752.60 | 43.49% | 43.62% | 21.13% |
| 2025-01 | +1.26% | +92.55% | 0.11% | +3.48% | 1.14 | 6.93% | +84.47 | 9655.14 | 43.97% | 45.35% | 21.03% |
| 2024-12 | +0.66% | +90.15% | 0.10% | +3.48% | 1.12 | 6.93% | +78.10 | 9450.93 | 44.66% | 45.06% | 21.39% |
| 2024-11 | +2.16% | +88.90% | 0.10% | +3.72% | 1.13 | 6.93% | +79.74 | 9311.90 | 44.98% | 46.13% | 23.14% |
| 2024-10 | +0.21% | +84.91% | 0.10% | +3.60% | 1.06 | 6.89% | +88.05 | 9036.48 | 44.14% | 46.16% | 24.30% |
| 2024-09 | +2.02% | +84.52% | 0.10% | +3.60% | 1.10 | 6.89% | +156.14 | 8930.15 | 44.50% | 44.82% | 25.40% |
| 2024-08 | +1.04% | +80.87% | 0.10% | — | 1.01 | 6.89% | +42.68 | 8598.45 | 44.07% | 44.74% | 25.20% |
| 2024-07 | +1.25% | +79.01% | 0.10% | +3.72% | 1.01 | 6.89% | +113.41 | 8467.34 | 44.40% | 46.75% | 25.15% |
| 2024-06 | +1.20% | +76.80% | 0.10% | +3.72% | 0.98 | 6.89% | +134.16 | 8250.09 | 44.48% | 47.16% | 25.90% |
| 2024-05 | +1.65% | +74.70% | 0.10% | +3.48% | 0.98 | 6.93% | +145.00 | 8018.80 | 44.68% | 48.22% | 25.35% |
| 2024-04 | -1.06% | +71.86% | 0.10% | +3.48% | 0.90 | 6.96% | +180.29 | 7745.82 | 43.46% | 47.73% | 23.91% |
| 2024-03 | +2.24% | +73.71% | 0.10% | +3.48% | 1.02 | 6.93% | +59.15 | 7646.94 | 43.90% | 48.26% | 25.24% |
| 2024-02 | +1.81% | +69.90% | 0.10% | +3.36% | 0.95 | 6.89% | +97.34 | 7420.18 | 42.12% | 46.08% | 25.00% |
| 2024-01 | +0.35% | +66.88% | 0.10% | +3.48% | 0.90 | 6.86% | +114.83 | 7191.89 | 41.04% | 45.97% | 25.52% |
| 2023-12 | +1.99% | +66.30% | 0.10% | +3.36% | 0.95 | 6.93% | +105.02 | 7052.35 | 42.07% | 46.26% | 26.18% |
| 2023-11 | +2.95% | +63.05% | 0.10% | +3.48% | 0.82 | 7.07% | +59.94 | 6810.66 | 40.34% | 46.19% | 25.98% |
| 2023-10 | -1.82% | +58.38% | 0.10% | +3.48% | 0.72 | 7.00% | +99.79 | 6556.32 | 39.55% | 47.93% | 23.55% |
| 2023-09 | -0.85% | +61.32% | 0.10% | +3.24% | 0.83 | 7.00% | +53.09 | 6577.78 | 39.45% | 45.35% | 24.34% |
| 2023-08 | -0.13% | +62.70% | 0.10% | +3.24% | 0.92 | 6.96% | +26.31 | 6581.01 | 41.34% | 46.86% | 25.60% |
| 2023-07 | +2.48% | +62.91% | 0.10% | +3.24% | 0.97 | 6.96% | +66.06 | 6563.13 | 42.26% | 46.15% | 24.59% |
| 2023-06 | +1.69% | +58.97% | 0.10% | +3.12% | 0.90 | 6.93% | +45.25 | 6338.75 | 41.40% | 44.70% | 23.99% |
| 2023-05 | +1.08% | +56.33% | 0.10% | +3.00% | 0.85 | 6.89% | +39.85 | 6189.24 | 40.68% | 39.70% | 23.75% |
| 2023-04 | +1.73% | +54.66% | 0.10% | +2.88% | 0.82 | 6.89% | +50.91 | 6083.86 | 40.03% | 40.86% | 23.38% |
| 2023-03 | +0.30% | +52.03% | 0.10% | +2.64% | 0.78 | 6.86% | +47.73 | 5930.34 | 39.49% | 40.74% | 22.10% |
| 2023-02 | -0.72% | +51.57% | 0.10% | +2.88% | 0.78 | 6.89% | +49.76 | 5864.78 | 40.59% | 42.47% | 24.32% |
| 2023-01 | +2.37% | +52.67% | 0.10% | +2.88% | 0.83 | 6.89% | +71.12 | 5857.55 | 40.81% | 40.86% | 21.89% |
| 2022-12 | -1.60% | +49.14% | 0.12% | +2.88% | 0.77 | 6.86% | +45.62 | 5651.81 | 40.16% | 39.97% | 18.80% |
| 2022-11 | +1.34% | +51.56% | 0.12% | +3.00% | 0.90 | 6.79% | +42.73 | 5697.71 | 40.32% | 37.41% | 20.08% |
| 2022-10 | +2.12% | +49.56% | 0.12% | +2.76% | 0.86 | 6.79% | +51.65 | 5579.55 | 40.33% | 36.43% | 19.32% |
| 2022-09 | -3.48% | +46.45% | 0.12% | +2.76% | 0.79 | 6.75% | +42.11 | 5412.26 | 40.59% | 35.56% | 17.87% |
| 2022-08 | -0.57% | +51.73% | 0.12% | +2.76% | 1.05 | 6.51% | +2.68 | 5564.66 | 42.83% | 35.39% | 17.99% |
| 2022-07 | +3.14% | +52.60% | 0.12% | +2.64% | 1.10 | 6.48% | +61.40 | 5593.80 | 43.02% | 36.41% | 19.55% |
| 2022-06 | -1.95% | +47.96% | 0.12% | +2.52% | 0.99 | 6.41% | +40.30 | 5362.66 | 43.54% | 38.50% | 19.65% |
| 2022-05 | -2.04% | +50.90% | 0.12% | +2.88% | 1.13 | 6.30% | +46.25 | 5428.38 | 43.95% | 38.07% | 20.13% |
| 2022-04 | -0.96% | +54.04% | 0.12% | +2.76% | 1.30 | 6.20% | +70.29 | 5494.31 | 45.45% | 37.07% | 19.23% |
| 2022-03 | +1.22% | +55.53% | 0.12% | +2.76% | 1.40 | 6.17% | +21.75 | 5477.09 | 46.26% | 37.93% | 21.25% |
| 2022-02 | -0.22% | +53.66% | 0.12% | +2.64% | 1.34 | 6.17% | +46.23 | 5389.37 | 45.13% | 36.34% | 21.02% |
| 2022-01 | -1.53% | +54.00% | 0.12% | +2.76% | 1.39 | 6.13% | +50.31 | 5354.83 | 44.75% | 35.68% | 20.63% |
| 2021-12 | +1.70% | +56.39% | 0.15% | +3.12% | 1.52 | 6.06% | +24.21 | 5386.47 | 46.53% | 37.27% | 21.44% |
| 2021-11 | +0.36% | +53.78% | 0.15% | +3.12% | 1.46 | 6.06% | +698.30 | 5271.85 | 46.44% | 38.04% | 19.84% |
| 2021-10 | +2.56% | +53.23% | 0.15% | +3.12% | 1.47 | 6.06% | +41.88 | 4554.02 | 46.17% | 38.75% | 22.27% |
| 2021-09 | -0.31% | +49.40% | 0.15% | +3.00% | 1.36 | 5.99% | +23.53 | 4398.62 | 45.01% | 38.67% | 21.94% |
| 2021-08 | +1.75% | +49.87% | 0.15% | +3.24% | 1.39 | 5.99% | +1.84 | 4388.60 | 45.00% | 38.50% | 23.24% |
| 2021-07 | +0.56% | +47.29% | 0.15% | +3.24% | 1.32 | 5.99% | +9.60 | 4311.25 | 45.11% | 38.86% | 23.47% |
| 2021-06 | +1.18% | +46.47% | 0.15% | +3.12% | 1.33 | 5.99% | -1.02 | 4278.75 | 46.62% | 41.42% | 22.94% |
| 2021-05 | +1.37% | +44.76% | 0.15% | +3.00% | 1.28 | 6.03% | +10.21 | 4229.80 | 45.31% | 39.61% | 22.35% |
| 2021-04 | +2.33% | +42.80% | 0.15% | +3.00% | 1.22 | 6.03% | -0.08 | 4162.45 | 45.83% | 42.82% | 23.21% |
| 2021-03 | +2.09% | +39.55% | 0.15% | +2.76% | 1.14 | 5.96% | +6.16 | 4067.83 | 44.97% | 41.87% | 23.45% |
| 2021-02 | +1.17% | +36.69% | 0.15% | +2.76% | 1.07 | 5.92% | +7.29 | 3978.32 | 43.39% | 39.61% | 22.84% |
| 2021-01 | +0.75% | +35.11% | 0.15% | +2.16% | 0.99 | 5.99% | +7.49 | 3924.91 | 42.78% | 39.84% | 22.31% |
| 2020-12 | +2.25% | +34.11% | 0.18% | +2.64% | 0.97 | 5.99% | -9.39 | 3888.30 | 40.92% | 38.32% | 22.37% |
| 2020-11 | +4.33% | +31.16% | 0.18% | — | — | — | +2.66 | 3810.76 | 40.05% | 39.00% | 22.07% |
| 2020-10 | +0.50% | +25.71% | 0.18% | — | — | — | +7.56 | 3649.80 | 35.82% | 38.41% | 22.06% |
| 2020-09 | -1.09% | +25.09% | 0.18% | — | — | — | +21.80 | 3624.27 | 37.78% | 40.06% | 22.30% |
| 2020-08 | +3.12% | +26.47% | 0.18% | — | — | — | +9.69 | 3642.47 | 37.64% | 40.85% | 22.70% |
| 2020-07 | +2.82% | +22.64% | 0.18% | — | — | — | +2.40 | 3522.13 | 38.15% | 41.40% | 21.65% |
| 2020-06 | -0.28% | +19.28% | 0.18% | — | — | — | -1.85 | 3423.19 | 36.68% | 40.51% | 20.49% |
| 2020-05 | +1.33% | +19.61% | 0.18% | — | — | — | +4.87 | 3434.56 | 37.09% | 39.02% | 19.02% |
| 2020-04 | +4.78% | +18.04% | 0.18% | — | — | — | +11.57 | 3384.53 | 35.60% | 36.00% | 17.35% |
| 2020-03 | -7.74% | +12.66% | 0.18% | — | — | — | +0.82 | 3218.78 | 35.35% | 35.71% | 16.61% |
| 2020-02 | -2.53% | +22.11% | 0.18% | — | — | — | -0.82 | 3486.95 | 37.00% | 38.34% | 17.29% |
| 2020-01 | +0.80% | +25.28% | 0.18% | — | — | — | +11.77 | 3578.36 | 37.68% | 37.76% | 18.87% |
| 2019-12 | +0.85% | +24.28% | 0.21% | — | — | — | +5.90 | 3538.44 | 37.48% | 35.15% | 19.38% |
| 2019-11 | +1.06% | +23.24% | 0.21% | — | — | — | +1.36 | 3502.75 | 37.91% | 35.86% | 20.53% |
| 2019-10 | +1.20% | +21.94% | 0.21% | — | — | — | +2.68 | 3464.68 | 37.62% | 35.18% | 20.02% |
| 2019-09 | +1.41% | +20.50% | 0.21% | — | — | — | +5.64 | 3421.03 | 36.87% | 34.46% | 18.99% |
| 2019-08 | -0.45% | +18.82% | 0.21% | — | — | — | +13.62 | 3367.86 | 36.54% | 35.35% | 18.30% |
| 2019-07 | +0.32% | +19.36% | 0.21% | — | — | — | +8.81 | 3369.48 | 35.61% | 34.07% | 18.00% |
| 2019-06 | +1.93% | +18.98% | 0.21% | — | — | — | -1.48 | 3350.02 | 36.61% | 33.61% | 20.28% |
| 2019-05 | -1.03% | +16.73% | 0.21% | — | — | — | -3.71 | 3288.07 | 35.39% | 33.16% | 19.08% |
| 2019-04 | +1.81% | +17.94% | 0.21% | — | — | — | +1.80 | 3325.83 | 39.59% | 36.17% | 20.89% |
| 2019-03 | +0.52% | +15.84% | 0.21% | — | — | — | +4.82 | 3264.75 | 35.20% | 32.33% | 21.79% |
| 2019-02 | +1.06% | +15.24% | 0.21% | — | — | — | +4.27 | 3243.06 | 35.80% | 33.76% | 21.60% |
| 2019-01 | +2.48% | +14.04% | 0.21% | — | — | — | -10.57 | 3204.75 | 34.39% | 33.43% | 22.44% |
| 2018-12 | -3.01% | +11.28% | 0.27% | — | — | — | -9.59 | 3137.72 | 35.66% | 33.38% | 22.09% |
| 2018-11 | +0.74% | +14.73% | 0.27% | — | — | — | -37.37 | 3244.80 | 35.94% | 30.98% | 23.37% |
| 2018-10 | -1.61% | +13.89% | 0.27% | — | — | — | +3.50 | 3258.14 | 34.27% | 27.75% | 22.22% |
| 2018-09 | +0.26% | +15.75% | 0.27% | — | — | — | -3.62 | 3307.86 | 37.07% | 28.53% | 23.23% |
| 2018-08 | +1.11% | +15.45% | 0.27% | — | — | — | -8.12 | 3302.87 | 37.18% | 29.46% | 23.75% |
| 2018-07 | +1.26% | +14.18% | 0.27% | — | — | — | -14.21 | 3274.66 | 36.45% | 27.18% | 22.85% |
| 2018-06 | +0.14% | +12.76% | 0.27% | — | — | — | -3.00 | 3247.96 | 35.49% | 27.40% | 22.06% |
| 2018-05 | +0.27% | +12.60% | 0.27% | — | — | — | -19.55 | 3246.15 | 36.00% | 28.68% | 21.65% |
| 2018-04 | +0.99% | +12.30% | 0.27% | — | — | — | +1.85 | 3257.74 | 35.37% | 28.00% | 21.65% |
| 2018-03 | -0.50% | +11.20% | 0.27% | — | — | — | -55.48 | 3223.85 | 35.10% | 28.61% | 20.79% |
| 2018-02 | -0.89% | +11.76% | 0.27% | — | — | — | -14.86 | 3295.49 | 36.95% | 28.31% | 19.17% |
| 2018-01 | +1.74% | +12.76% | 0.27% | — | — | — | +13.64 | 3328.15 | 36.62% | 24.52% | 19.60% |
| 2017-12 | +0.84% | +10.83% | 0.22% | — | — | — | +35.97 | 3257.86 | 35.87% | 24.52% | 20.29% |
| 2017-11 | +0.82% | +9.91% | 0.22% | — | — | — | -3.84 | 3194.00 | 36.02% | 27.45% | 19.96% |
| 2017-10 | +0.77% | +9.02% | 0.22% | — | — | — | -20.03 | 3168.29 | 35.43% | 26.44% | 19.36% |
| 2017-09 | +0.58% | +8.18% | 0.22% | — | — | — | +19.73 | 3163.81 | 35.44% | 27.43% | 19.03% |
| 2017-08 | -0.01% | +7.56% | 0.22% | — | — | — | +38.69 | 3125.74 | 34.03% | 26.45% | 19.85% |
| 2017-07 | +1.07% | +7.57% | 0.22% | — | — | — | -40.49 | 3087.60 | 35.35% | 27.18% | 19.21% |
| 2017-06 | -0.28% | +6.43% | 0.22% | — | — | — | -103.29 | 3094.87 | 35.20% | 26.52% | 18.55% |
| 2017-05 | +0.98% | +6.73% | 0.22% | — | — | — | -15.21 | 3208.39 | 35.16% | 27.44% | 17.97% |
| 2017-04 | +1.16% | +5.69% | 0.22% | — | — | — | -15.99 | 3190.16 | 34.60% | 27.11% | 18.87% |
| 2017-03 | -0.17% | +4.48% | 0.22% | — | — | — | -2.00 | 3176.74 | 34.47% | 26.27% | 18.76% |
| 2017-02 | +0.64% | +4.66% | 0.22% | — | — | — | -35.70 | 3214.73 | 34.49% | 26.15% | 18.78% |
| 2017-01 | +0.28% | +3.99% | 0.22% | — | — | — | +67.51 | 3181.17 | 35.01% | 26.52% | 19.63% |
| 2016-12 | +0.92% | +3.70% | 0.24% | — | — | — | +2.55 | 29.14 | 32.70% | 26.84% | 19.29% |
| 2016-11 | +0.59% | +2.76% | 0.24% | — | — | — | +2.70 | 26.41 | 32.79% | 26.05% | 20.64% |
| 2016-10 | -0.16% | +2.16% | 0.24% | — | — | — | +0.79 | 23.63 | 31.99% | 26.91% | 20.57% |
| 2016-09 | -0.20% | +2.32% | 0.24% | — | — | — | +1.53 | 22.92 | 29.76% | 23.91% | 18.54% |
| 2016-08 | +0.24% | +2.53% | 0.24% | — | — | — | +3.10 | 21.47 | 31.67% | 24.97% | 20.63% |
| 2016-07 | +1.85% | +2.28% | 0.24% | — | — | — | +5.67 | 18.36 | 30.66% | 24.89% | 19.77% |
| 2016-06 | -0.51% | +0.42% | 0.24% | — | — | — | +0.91 | 12.43 | 29.36% | 22.77% | 19.15% |
| 2016-05 | +0.21% | +0.94% | 0.24% | — | — | — | — | 11.62 | — | — | — |
| 2016-04 | +0.79% | +0.73% | 0.24% | — | — | — | — | 7.71 | — | — | — |
| 2016-03 | +0.81% | -0.06% | 0.24% | — | — | — | — | 6.16 | — | — | — |
| 2016-02 | -1.39% | -0.87% | 0.24% | — | — | — | — | 0.56 | — | — | — |
| 2016-01 | +0.53% | +0.53% | 0.24% | — | — | — | — | 0.28 | — | — | — |
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.