חודשים בטווח
125
מיטב פנסיה מקיפה לבני 60 ומעלה
נתונים היסטוריים מלאים עבור מיטב פנסיה מקיפה לבני 60 ומעלה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9968 | שם קרן: מיטב פנסיה מקיפה לבני 60 ומעלה | 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 60 ומעלה ישירות למייל.
תשואה חודשית אחרונה
+1.56%
תשואה מצטברת מההתחלה
+93.18%
| 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 | +1.56% | +93.18% | 0.11% | +2.40% | 1.58 | 3.67% | +86.95 | 6439.40 | 28.56% | 31.41% | 12.30% |
| 2026-04 | +2.60% | +90.21% | 0.11% | +2.04% | 1.51 | 3.64% | +60.16 | 6254.25 | 27.97% | 32.37% | 12.61% |
| 2026-03 | -1.32% | +85.39% | 0.11% | +1.92% | 1.40 | 3.53% | +130.93 | 6037.04 | 27.50% | 32.99% | 12.13% |
| 2026-02 | +0.50% | +87.87% | 0.11% | +2.04% | 1.74 | 3.43% | +104.31 | 5985.88 | 27.44% | 32.68% | 13.07% |
| 2026-01 | +1.39% | +86.93% | 0.11% | +2.16% | 1.76 | 3.43% | +39.52 | 5852.26 | 27.51% | 30.62% | 13.09% |
| 2025-12 | +0.71% | +84.37% | 0.11% | +2.16% | 1.70 | 3.43% | +124.20 | 5733.86 | 27.09% | 31.07% | 12.91% |
| 2025-11 | +0.99% | +83.07% | 0.11% | +2.16% | 1.71 | 3.43% | +64.86 | 5569.34 | 27.07% | 31.09% | 14.10% |
| 2025-10 | +0.83% | +81.28% | 0.11% | +2.16% | 1.70 | 3.57% | +78.42 | 5450.43 | 26.65% | 31.37% | 14.82% |
| 2025-09 | +1.51% | +79.78% | 0.11% | +2.28% | 1.68 | 3.57% | +91.57 | 5327.64 | 26.52% | 32.21% | 16.12% |
| 2025-08 | +1.12% | +77.11% | 0.11% | +2.16% | 1.55 | 3.60% | +81.27 | 5157.35 | 26.07% | 32.62% | 13.30% |
| 2025-07 | +0.92% | +75.15% | 0.11% | +2.16% | 1.53 | 3.64% | +86.42 | 5020.07 | 25.65% | 32.09% | 13.03% |
| 2025-06 | +1.92% | +73.55% | 0.11% | +2.16% | 1.53 | 3.71% | +97.52 | 4888.76 | 25.63% | 32.34% | 12.99% |
| 2025-05 | +1.66% | +70.28% | 0.11% | +2.40% | 1.40 | 3.67% | +86.22 | 4700.06 | 25.09% | 33.18% | 15.29% |
| 2025-04 | +0.72% | +67.50% | 0.11% | +2.40% | 1.33 | 3.67% | +103.96 | 4538.53 | 24.96% | 33.05% | 14.33% |
| 2025-03 | -0.26% | +66.30% | 0.11% | +2.52% | 1.36 | 3.85% | +79.89 | 4402.06 | 25.31% | 34.07% | 15.14% |
| 2025-02 | +0.34% | +66.74% | 0.11% | +2.40% | 1.13 | 4.75% | +103.24 | 4333.95 | 25.19% | 32.55% | 14.73% |
| 2025-01 | +0.88% | +66.17% | 0.11% | +2.52% | 1.10 | 4.82% | +61.77 | 4216.76 | 25.76% | 34.47% | 14.78% |
| 2024-12 | +0.57% | +64.72% | 0.10% | +2.52% | 1.08 | 4.82% | +60.78 | 4118.65 | 25.92% | 33.99% | 15.19% |
| 2024-11 | +1.69% | +63.79% | 0.10% | +2.64% | 1.09 | 4.82% | +69.74 | 4035.00 | 25.71% | 34.01% | 15.27% |
| 2024-10 | +0.18% | +61.07% | 0.10% | +2.52% | 1.02 | 4.78% | +65.46 | 3899.29 | 25.29% | 33.70% | 17.06% |
| 2024-09 | +1.54% | +60.78% | 0.10% | +2.52% | 1.06 | 4.78% | +86.34 | 3827.28 | 25.52% | 31.86% | 17.72% |
| 2024-08 | +1.06% | +58.34% | 0.10% | — | 0.95 | 4.75% | +60.51 | 3683.95 | 24.91% | 31.85% | 17.50% |
| 2024-07 | +1.15% | +56.68% | 0.10% | +2.64% | 0.96 | 4.75% | +80.16 | 3585.22 | 25.34% | 34.00% | 18.11% |
| 2024-06 | +0.91% | +54.90% | 0.10% | +2.64% | 0.92 | 4.75% | +55.86 | 3464.95 | 25.52% | 34.05% | 19.25% |
| 2024-05 | +1.21% | +53.50% | 0.10% | +2.52% | 0.91 | 4.75% | +90.93 | 3378.14 | 25.86% | 35.22% | 18.81% |
| 2024-04 | -0.63% | +51.67% | 0.10% | +2.52% | 0.85 | 4.75% | +84.99 | 3248.17 | 25.12% | 35.02% | 17.81% |
| 2024-03 | +1.68% | +52.63% | 0.10% | +2.52% | 0.98 | 4.75% | +37.31 | 3182.98 | 25.02% | 35.22% | 18.36% |
| 2024-02 | +1.07% | +50.11% | 0.10% | +2.40% | 0.90 | 4.71% | +77.45 | 3093.41 | 22.75% | 32.27% | 17.35% |
| 2024-01 | +0.33% | +48.52% | 0.10% | +2.52% | 0.87 | 4.68% | +74.50 | 2984.02 | 22.35% | 32.39% | 17.99% |
| 2023-12 | +1.63% | +48.03% | 0.10% | +2.40% | 0.92 | 4.71% | +57.86 | 2900.20 | 23.06% | 32.68% | 18.15% |
| 2023-11 | +2.40% | +45.65% | 0.10% | +2.52% | 0.80 | 4.75% | +68.01 | 2796.51 | 22.32% | 32.94% | 18.48% |
| 2023-10 | -1.25% | +42.24% | 0.10% | +2.52% | 0.68 | 4.68% | +77.33 | 2663.77 | 21.71% | 34.43% | 17.03% |
| 2023-09 | -0.64% | +44.04% | 0.10% | +2.40% | 0.82 | 4.64% | +42.73 | 2619.75 | 21.64% | 32.18% | 17.48% |
| 2023-08 | +0.27% | +44.97% | 0.10% | +2.40% | 0.92 | 4.61% | +32.98 | 2593.64 | 22.85% | 33.11% | 18.49% |
| 2023-07 | +1.59% | +44.58% | 0.10% | +2.28% | 0.95 | 4.61% | +52.34 | 2553.50 | 23.15% | 31.61% | 17.96% |
| 2023-06 | +1.12% | +42.32% | 0.10% | +2.28% | 0.89 | 4.57% | +43.23 | 2461.91 | 22.75% | 30.48% | 17.73% |
| 2023-05 | +1.08% | +40.74% | 0.10% | +2.28% | 0.85 | 4.57% | +67.76 | 2391.91 | 22.13% | 25.47% | 16.68% |
| 2023-04 | +1.34% | +39.24% | 0.10% | +2.16% | 0.81 | 4.57% | +45.85 | 2299.30 | 22.05% | 25.78% | 16.26% |
| 2023-03 | +0.51% | +37.39% | 0.10% | +1.92% | 0.76 | 4.54% | +46.33 | 2223.48 | 21.52% | 25.40% | 15.17% |
| 2023-02 | -0.78% | +36.70% | 0.10% | +2.16% | 0.75 | 4.54% | +48.08 | 2165.94 | 22.62% | 26.66% | 17.04% |
| 2023-01 | +1.84% | +37.77% | 0.10% | +2.16% | 0.83 | 4.54% | +55.99 | 2134.87 | 22.80% | 25.17% | 15.13% |
| 2022-12 | -0.93% | +35.28% | 0.12% | +2.04% | 0.76 | 4.50% | +45.65 | 2041.12 | 22.15% | 24.52% | 12.91% |
| 2022-11 | +1.19% | +36.55% | 0.12% | +2.16% | 0.88 | 4.47% | +40.94 | 2014.13 | 22.53% | 22.35% | 13.79% |
| 2022-10 | +1.40% | +34.95% | 0.12% | +1.92% | 0.83 | 4.43% | +50.22 | 1949.69 | 22.53% | 21.49% | 12.94% |
| 2022-09 | -2.29% | +33.08% | 0.12% | +1.92% | 0.76 | 4.43% | +39.00 | 1872.85 | 22.89% | 20.68% | 12.65% |
| 2022-08 | -0.32% | +36.20% | 0.12% | +1.92% | 1.02 | 4.26% | +30.11 | 1877.35 | 24.34% | 20.89% | 12.63% |
| 2022-07 | +2.16% | +36.64% | 0.12% | +1.80% | 1.07 | 4.23% | +60.43 | 1853.37 | 23.74% | 21.31% | 13.27% |
| 2022-06 | -0.96% | +33.75% | 0.12% | +1.68% | 0.96 | 4.16% | +38.45 | 1754.48 | 24.47% | 22.80% | 13.44% |
| 2022-05 | -1.57% | +35.05% | 0.12% | +1.80% | 1.06 | 4.12% | +56.91 | 1732.23 | 25.07% | 23.02% | 14.09% |
| 2022-04 | -0.68% | +37.20% | 0.12% | +1.80% | 1.26 | 4.02% | +56.90 | 1701.84 | 26.58% | 22.71% | 12.93% |
| 2022-03 | +0.62% | +38.14% | 0.12% | +1.80% | 1.36 | 4.02% | +34.37 | 1656.50 | 27.18% | 23.34% | 14.37% |
| 2022-02 | -0.32% | +37.29% | 0.12% | +1.68% | 1.33 | 4.02% | +43.18 | 1611.88 | 25.85% | 20.95% | 14.49% |
| 2022-01 | -1.14% | +37.73% | 0.12% | +1.68% | 1.39 | 3.98% | +66.28 | 1573.67 | 25.54% | 20.41% | 14.06% |
| 2021-12 | +0.91% | +39.32% | 0.15% | +2.16% | 1.57 | 3.95% | +39.87 | 1524.49 | 27.36% | 21.78% | 13.78% |
| 2021-11 | +0.19% | +38.06% | 0.15% | +2.04% | 1.53 | 3.95% | +523.01 | 1470.92 | 26.97% | 21.79% | 13.86% |
| 2021-10 | +1.80% | +37.80% | 0.15% | +2.04% | 1.53 | 3.95% | +34.77 | 944.68 | 26.96% | 22.56% | 12.82% |
| 2021-09 | -0.22% | +35.36% | 0.15% | +1.92% | 1.42 | 3.91% | +10.67 | 893.59 | 26.28% | 22.80% | 12.52% |
| 2021-08 | +1.19% | +35.66% | 0.15% | +2.04% | 1.46 | 3.91% | +14.57 | 884.87 | 26.55% | 23.20% | 13.67% |
| 2021-07 | +0.48% | +34.07% | 0.15% | +2.16% | 1.38 | 3.88% | +19.89 | 859.97 | 26.32% | 22.80% | 13.62% |
| 2021-06 | +0.72% | +33.43% | 0.15% | +2.04% | 1.39 | 3.91% | +23.22 | 836.15 | 27.12% | 24.76% | 13.38% |
| 2021-05 | +0.83% | +32.47% | 0.15% | +1.92% | 1.35 | 3.91% | +19.37 | 807.01 | 26.61% | 24.03% | 11.50% |
| 2021-04 | +1.47% | +31.38% | 0.15% | +2.04% | 1.30 | 3.91% | +18.10 | 781.05 | 27.05% | 26.68% | 13.80% |
| 2021-03 | +1.16% | +29.48% | 0.15% | +1.80% | 1.22 | 3.88% | +17.67 | 751.80 | 26.09% | 25.62% | 14.00% |
| 2021-02 | +0.59% | +27.99% | 0.15% | +1.80% | 1.16 | 3.88% | +17.43 | 725.61 | 25.01% | 23.94% | 12.92% |
| 2021-01 | +0.71% | +27.24% | 0.15% | +1.44% | 1.11 | 3.91% | +20.17 | 704.14 | 24.48% | 24.86% | 12.97% |
| 2020-12 | +1.21% | +26.35% | 0.18% | +1.68% | 1.08 | 3.91% | +23.45 | 679.24 | 22.74% | 23.47% | 12.73% |
| 2020-11 | +2.80% | +24.84% | 0.18% | — | — | — | +18.61 | 647.40 | 22.28% | 23.88% | 12.96% |
| 2020-10 | +0.35% | +21.44% | 0.18% | — | — | — | +17.56 | 611.54 | 20.25% | 23.25% | 12.67% |
| 2020-09 | -0.91% | +21.01% | 0.18% | — | — | — | +18.43 | 592.01 | 21.14% | 24.85% | 13.17% |
| 2020-08 | +1.90% | +22.12% | 0.18% | — | — | — | +26.08 | 578.88 | 21.44% | 25.41% | 12.98% |
| 2020-07 | +1.95% | +19.85% | 0.18% | — | — | — | +16.14 | 542.29 | 20.99% | 25.36% | 12.86% |
| 2020-06 | -0.44% | +17.55% | 0.18% | — | — | — | +5.94 | 516.00 | 20.28% | 24.05% | 12.56% |
| 2020-05 | +1.14% | +18.07% | 0.18% | — | — | — | +13.39 | 512.31 | 20.54% | 22.99% | 12.68% |
| 2020-04 | +3.30% | +16.74% | 0.18% | — | — | — | +9.44 | 493.23 | 19.65% | 20.84% | 10.50% |
| 2020-03 | -5.57% | +13.01% | 0.18% | — | — | — | +15.48 | 468.32 | 17.14% | 19.65% | 8.12% |
| 2020-02 | -1.23% | +19.68% | 0.18% | — | — | — | +15.05 | 479.11 | 19.13% | 22.23% | 10.50% |
| 2020-01 | +0.42% | +21.17% | 0.18% | — | — | — | +17.92 | 470.09 | 19.89% | 21.87% | 11.60% |
| 2019-12 | +0.47% | +20.66% | 0.21% | — | — | — | +15.45 | 450.35 | 18.51% | 20.33% | 11.78% |
| 2019-11 | +0.69% | +20.10% | 0.21% | — | — | — | +17.34 | 432.82 | 18.86% | 20.91% | 11.96% |
| 2019-10 | +0.77% | +19.28% | 0.21% | — | — | — | +10.98 | 412.57 | 17.78% | 19.89% | 11.69% |
| 2019-09 | +0.88% | +18.36% | 0.21% | — | — | — | +10.22 | 398.53 | 17.94% | 18.90% | 11.69% |
| 2019-08 | +0.11% | +17.33% | 0.21% | — | — | — | +14.97 | 384.89 | 17.05% | 19.04% | 11.05% |
| 2019-07 | +0.50% | +17.20% | 0.21% | — | — | — | +17.87 | 369.49 | 15.61% | 18.12% | 11.07% |
| 2019-06 | +1.23% | +16.62% | 0.21% | — | — | — | +14.22 | 349.83 | 15.22% | 16.80% | 11.63% |
| 2019-05 | -0.19% | +15.20% | 0.21% | — | — | — | +12.53 | 331.49 | 13.62% | 15.51% | 11.67% |
| 2019-04 | +1.10% | +15.42% | 0.21% | — | — | — | +15.81 | 319.54 | 15.57% | 17.35% | 12.88% |
| 2019-03 | +0.61% | +14.17% | 0.21% | — | — | — | +13.06 | 300.36 | 14.67% | 16.41% | 13.31% |
| 2019-02 | +0.72% | +13.47% | 0.21% | — | — | — | +14.65 | 285.51 | 15.53% | 18.47% | 13.71% |
| 2019-01 | +1.39% | +12.66% | 0.21% | — | — | — | +11.85 | 268.85 | 15.48% | 18.74% | 14.07% |
| 2018-12 | -1.29% | +11.12% | 0.27% | — | — | — | +25.50 | 253.38 | 15.08% | 16.57% | 13.50% |
| 2018-11 | +0.25% | +12.57% | 0.27% | — | — | — | +8.95 | 231.06 | 15.52% | 16.19% | 14.39% |
| 2018-10 | -0.71% | +12.29% | 0.27% | — | — | — | +10.84 | 221.56 | 14.00% | 13.44% | 13.29% |
| 2018-09 | +0.17% | +13.09% | 0.27% | — | — | — | +3.51 | 212.23 | 15.82% | 13.79% | 13.52% |
| 2018-08 | +0.61% | +12.90% | 0.27% | — | — | — | +12.74 | 208.36 | 16.08% | 14.42% | 13.33% |
| 2018-07 | +0.82% | +12.22% | 0.27% | — | — | — | +6.03 | 194.39 | 15.62% | 12.46% | 11.81% |
| 2018-06 | +0.21% | +11.30% | 0.27% | — | — | — | +12.13 | 186.79 | 15.23% | 12.62% | 11.04% |
| 2018-05 | +0.12% | +11.07% | 0.27% | — | — | — | +9.90 | 174.31 | 15.61% | 14.07% | 11.35% |
| 2018-04 | +0.50% | +10.94% | 0.27% | — | — | — | +8.20 | 164.21 | 15.20% | 13.18% | 11.61% |
| 2018-03 | -0.11% | +10.38% | 0.27% | — | — | — | +11.91 | 155.22 | 15.34% | 15.35% | 10.88% |
| 2018-02 | -0.52% | +10.51% | 0.27% | — | — | — | +8.08 | 143.48 | 15.99% | 14.92% | 10.99% |
| 2018-01 | +0.99% | +11.08% | 0.27% | — | — | — | +7.62 | 134.42 | 15.74% | 11.76% | 11.69% |
| 2017-12 | +0.47% | +10.00% | 0.22% | — | — | — | +8.99 | 125.54 | 16.15% | 11.33% | 11.27% |
| 2017-11 | +0.59% | +9.48% | 0.22% | — | — | — | +8.44 | 115.53 | 15.74% | 14.50% | 11.34% |
| 2017-10 | +0.60% | +8.84% | 0.22% | — | — | — | +9.66 | 106.87 | 15.74% | 15.65% | 11.20% |
| 2017-09 | +0.27% | +8.19% | 0.22% | — | — | — | +5.28 | 96.62 | 15.90% | 16.53% | 11.71% |
| 2017-08 | +0.23% | +7.90% | 0.22% | — | — | — | +13.05 | 91.08 | 14.69% | 15.96% | 12.13% |
| 2017-07 | +0.74% | +7.65% | 0.22% | — | — | — | +9.23 | 77.82 | 14.75% | 16.14% | 11.15% |
| 2017-06 | -0.19% | +6.86% | 0.22% | — | — | — | +2.15 | 68.08 | 14.88% | 14.26% | 10.40% |
| 2017-05 | +0.64% | +7.06% | 0.22% | — | — | — | +3.13 | 65.56 | 14.95% | 14.14% | 10.74% |
| 2017-04 | +0.82% | +6.38% | 0.22% | — | — | — | +5.30 | 61.96 | 14.44% | 13.98% | 9.86% |
| 2017-03 | +0.24% | +5.52% | 0.22% | — | — | — | +2.88 | 56.51 | 15.52% | 13.79% | 10.55% |
| 2017-02 | +0.39% | +5.26% | 0.22% | — | — | — | +1.65 | 53.60 | 16.23% | 13.99% | 9.48% |
| 2017-01 | +1.52% | +4.86% | 0.22% | — | — | — | +6.33 | 51.27 | 15.64% | 12.15% | 8.97% |
| 2016-12 | +0.67% | +3.29% | 0.24% | — | — | — | -1.42 | 22.44 | 16.27% | 18.09% | 12.48% |
| 2016-11 | +0.03% | +2.60% | 0.24% | — | — | — | +1.19 | 23.25 | 14.80% | 15.70% | 10.54% |
| 2016-10 | +0.11% | +2.57% | 0.24% | — | — | — | +0.45 | 22.10 | 14.75% | 16.24% | 10.72% |
| 2016-09 | -0.10% | +2.45% | 0.24% | — | — | — | +1.72 | 21.67 | 14.91% | 15.23% | 10.57% |
| 2016-08 | +0.15% | +2.56% | 0.24% | — | — | — | +1.01 | 19.99 | 15.71% | 15.96% | 11.21% |
| 2016-07 | +1.18% | +2.40% | 0.24% | — | — | — | +4.93 | 18.97 | 15.60% | 15.76% | 11.33% |
| 2016-06 | +0.10% | +1.21% | 0.24% | — | — | — | +1.66 | 13.87 | 14.56% | 13.63% | 10.89% |
| 2016-05 | +0.22% | +1.11% | 0.24% | — | — | — | — | 12.24 | — | — | — |
| 2016-04 | +0.49% | +0.89% | 0.24% | — | — | — | — | 9.97 | — | — | — |
| 2016-03 | +0.65% | +0.39% | 0.24% | — | — | — | — | 7.80 | — | — | — |
| 2016-02 | -0.78% | -0.25% | 0.24% | — | — | — | — | 0.36 | — | — | — |
| 2016-01 | +0.53% | +0.53% | 0.24% | — | — | — | — | 0.61 | — | — | — |
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.