חודשים בטווח
120
מיטב פנסיה מקיפה קצבה לזכאים קיימים
נתונים היסטוריים מלאים עבור מיטב פנסיה מקיפה קצבה לזכאים קיימים, 120 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 8645 | שם קרן: מיטב פנסיה מקיפה קצבה לזכאים קיימים | 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 קצבה לזכאים קיימים ישירות למייל.
תשואה חודשית אחרונה
+1.65%
תשואה מצטברת מההתחלה
+69.40%
| 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 | +1.65% | +69.40% | 0.11% | +3.60% | 1.08 | 2.42% | -0.06 | 8.99 | 0.00% | 0.00% | 0.22% |
| 2026-04 | +0.73% | +66.65% | 0.11% | +3.36% | 0.95 | 2.36% | -0.05 | 8.90 | 0.00% | 0.00% | 0.22% |
| 2026-03 | +0.05% | +65.44% | 0.11% | +3.48% | 0.92 | 2.36% | -0.06 | 8.89 | 0.00% | 0.00% | 0.22% |
| 2026-02 | -0.11% | +65.36% | 0.11% | +3.48% | 1.01 | 2.36% | -0.05 | 8.95 | 0.00% | 0.00% | 0.22% |
| 2026-01 | +0.28% | +65.54% | 0.11% | +3.48% | 1.06 | 2.39% | -0.06 | 9.01 | 0.00% | 0.00% | 0.22% |
| 2025-12 | -0.16% | +65.08% | 0.11% | +3.48% | 1.10 | 2.39% | -0.66 | 9.05 | 0.00% | 0.00% | 0.22% |
| 2025-11 | +0.62% | +65.34% | 0.11% | +3.48% | 1.23 | 2.39% | -0.05 | 9.72 | 0.00% | 0.00% | 0.21% |
| 2025-10 | +0.34% | +64.32% | 0.11% | +3.48% | 1.23 | 2.39% | -0.06 | 9.71 | 0.00% | 0.00% | 0.21% |
| 2025-09 | +1.09% | +63.77% | 0.11% | +3.60% | 1.24 | 2.39% | +0.10 | 9.74 | 0.00% | 0.00% | 0.21% |
| 2025-08 | +0.75% | +62.00% | 0.11% | +3.72% | 1.15 | 2.39% | -0.06 | 9.52 | 0.00% | 0.00% | 0.21% |
| 2025-07 | +0.46% | +60.80% | 0.11% | +3.72% | 1.13 | 2.39% | -0.23 | 9.51 | 0.00% | 0.00% | 0.21% |
| 2025-06 | +1.20% | +60.06% | 0.11% | +3.72% | 1.13 | 2.39% | +0.00 | 9.70 | 0.00% | 0.00% | 0.21% |
| 2025-05 | +0.59% | +58.16% | 0.11% | +3.84% | 1.05 | 2.39% | -0.11 | 9.58 | 0.00% | 0.00% | 0.21% |
| 2025-04 | +1.01% | +57.23% | 0.11% | +3.60% | 1.05 | 2.39% | -0.06 | 9.64 | 0.00% | 0.00% | 0.21% |
| 2025-03 | -0.25% | +55.66% | 0.11% | +3.72% | 1.02 | 2.42% | -0.06 | 9.60 | 0.00% | 0.00% | 0.21% |
| 2025-02 | +0.95% | +56.05% | 0.11% | +3.72% | 1.03 | 2.60% | -0.06 | 9.68 | 0.00% | 0.00% | 0.21% |
| 2025-01 | +0.07% | +54.58% | 0.11% | +3.60% | 1.00 | 2.60% | -0.06 | 9.65 | 0.00% | 0.00% | 0.21% |
| 2024-12 | +0.20% | +54.48% | 0.10% | +3.72% | 1.08 | 2.60% | +0.08 | 9.70 | 0.00% | 0.00% | 0.21% |
| 2024-11 | +1.23% | +54.17% | 0.10% | +3.84% | 1.12 | 2.60% | -0.06 | 9.60 | 0.00% | 0.00% | 0.21% |
| 2024-10 | +0.42% | +52.29% | 0.10% | +3.84% | 1.05 | 2.56% | -0.06 | 9.54 | 0.00% | 0.00% | 0.21% |
| 2024-09 | +0.80% | +51.66% | 0.10% | +3.96% | 1.08 | 2.56% | -0.06 | 9.57 | 0.00% | 0.00% | 0.21% |
| 2024-08 | +1.40% | +50.45% | 0.10% | — | 0.94 | 2.56% | -0.03 | 9.55 | 0.00% | 0.00% | 0.21% |
| 2024-07 | +0.87% | +48.38% | 0.10% | +3.84% | 0.97 | 2.53% | -0.06 | 9.44 | 0.00% | 0.00% | 0.21% |
| 2024-06 | +0.25% | +47.10% | 0.10% | +3.72% | 0.95 | 2.53% | -0.06 | 9.42 | 0.00% | 0.00% | 0.21% |
| 2024-05 | +0.39% | +46.73% | 0.10% | +3.84% | 1.02 | 2.56% | -0.10 | 9.46 | 0.00% | 0.00% | 0.21% |
| 2024-04 | +0.17% | +46.16% | 0.10% | +3.84% | 1.04 | 2.56% | -0.06 | 9.53 | 0.00% | 0.00% | 0.21% |
| 2024-03 | +0.42% | +45.91% | 0.10% | +3.96% | 1.11 | 2.56% | -0.05 | 9.57 | 0.00% | 0.00% | 0.21% |
| 2024-02 | +0.57% | +45.30% | 0.10% | +3.96% | 1.15 | 2.56% | -0.06 | 9.58 | 0.00% | 0.00% | 0.21% |
| 2024-01 | -0.16% | +44.48% | 0.10% | +3.96% | 1.15 | 2.56% | -0.06 | 9.59 | 0.00% | 0.00% | 0.21% |
| 2023-12 | +0.69% | +44.71% | 0.10% | +3.96% | 1.26 | 2.56% | -0.06 | 9.66 | 0.00% | 0.00% | 0.21% |
| 2023-11 | +2.48% | +43.72% | 0.10% | +3.96% | 1.24 | 2.56% | -0.03 | 9.65 | 0.00% | 0.00% | 0.21% |
| 2023-10 | -2.07% | +40.24% | 0.10% | +3.96% | 1.09 | 2.39% | -0.06 | 9.45 | 0.00% | 0.00% | 0.21% |
| 2023-09 | -0.16% | +43.20% | 0.10% | +4.08% | 1.74 | 2.11% | -0.29 | 9.71 | 0.00% | 0.00% | 0.21% |
| 2023-08 | +0.26% | +43.43% | 0.10% | +4.08% | 1.90 | 2.11% | -0.07 | 9.78 | 0.00% | 0.00% | 0.20% |
| 2023-07 | +0.18% | +43.06% | 0.10% | +4.08% | 1.97 | 2.11% | -0.26 | 9.76 | 0.00% | 0.00% | 0.20% |
| 2023-06 | +0.67% | +42.80% | 0.10% | +4.20% | 2.07 | 2.11% | -0.20 | 9.79 | 0.00% | 0.00% | 0.20% |
| 2023-05 | +1.47% | +41.85% | 0.10% | +4.20% | 2.06 | 2.11% | -0.06 | 9.80 | 0.00% | 0.00% | 0.20% |
| 2023-04 | +0.10% | +39.80% | 0.10% | +4.20% | 1.97 | 2.04% | -0.24 | 9.73 | 0.00% | 0.00% | 0.21% |
| 2023-03 | +1.05% | +39.66% | 0.10% | +4.20% | 2.07 | 2.04% | -0.18 | 9.77 | 0.00% | 0.00% | 0.20% |
| 2023-02 | -0.85% | +38.21% | 0.10% | +4.20% | 2.01 | 2.04% | -0.23 | 9.68 | 0.00% | 0.00% | 0.21% |
| 2023-01 | +1.28% | +39.39% | 0.10% | +4.08% | 2.37 | 2.01% | -0.06 | 9.82 | 0.00% | 0.00% | 0.20% |
| 2022-12 | -0.30% | +37.63% | 0.12% | +4.08% | 2.29 | 1.97% | -0.23 | 9.76 | 0.00% | 0.00% | 0.20% |
| 2022-11 | +0.77% | +38.05% | 0.12% | +4.08% | 2.52 | 1.94% | -0.03 | 9.84 | 0.00% | 0.00% | 0.20% |
| 2022-10 | +0.78% | +36.99% | 0.12% | +4.08% | 2.48 | 1.94% | -0.06 | 9.80 | 0.00% | 0.00% | 0.20% |
| 2022-09 | -0.57% | +35.93% | 0.12% | +4.08% | 2.43 | 1.94% | -0.06 | 9.78 | 0.00% | 0.00% | 0.20% |
| 2022-08 | +0.38% | +36.71% | 0.12% | +4.20% | 2.73 | 1.87% | +0.10 | 9.90 | 0.00% | 0.00% | 0.20% |
| 2022-07 | +0.99% | +36.19% | 0.12% | +4.08% | 2.75 | 1.87% | -0.05 | 9.75 | 0.00% | 0.00% | 0.21% |
| 2022-06 | +0.94% | +34.86% | 0.12% | +3.96% | 2.66 | 1.87% | -0.07 | 9.70 | 0.00% | 0.00% | 0.21% |
| 2022-05 | -0.29% | +33.60% | 0.12% | +3.96% | 2.57 | 1.84% | -0.36 | 9.69 | 0.00% | 0.00% | 0.21% |
| 2022-04 | +0.32% | +33.99% | 0.12% | +3.72% | 2.70 | 1.84% | -0.06 | 10.08 | 0.00% | 0.00% | 0.20% |
| 2022-03 | +0.89% | +33.56% | 0.12% | +3.72% | 2.71 | 1.84% | -0.06 | 10.10 | 0.00% | 0.00% | 0.20% |
| 2022-02 | -0.79% | +32.38% | 0.12% | +3.48% | 2.60 | 1.84% | -0.05 | 10.07 | 0.00% | 0.00% | 0.20% |
| 2022-01 | -0.13% | +33.44% | 0.12% | +3.48% | 2.96 | 1.77% | -0.06 | 10.20 | 0.00% | 0.00% | 0.20% |
| 2021-12 | -0.07% | +33.61% | 0.15% | +3.48% | 3.06 | 1.77% | -0.03 | 10.27 | 0.00% | 0.00% | 0.19% |
| 2021-11 | +1.16% | +33.71% | 0.15% | +3.48% | 3.14 | 1.73% | -0.06 | 10.31 | 0.00% | 0.00% | 0.19% |
| 2021-10 | +1.16% | +32.17% | 0.15% | +3.48% | 3.02 | 1.73% | -0.05 | 10.26 | 0.00% | 0.00% | 0.19% |
| 2021-09 | +0.43% | +30.66% | 0.15% | +3.48% | 2.91 | 1.70% | -0.05 | 10.19 | 0.00% | 0.00% | 0.00% |
| 2021-08 | +1.12% | +30.10% | 0.15% | +3.48% | 2.83 | 1.73% | -0.02 | 10.20 | 0.00% | 0.00% | 0.00% |
| 2021-07 | +0.67% | +28.66% | 0.15% | +3.48% | 2.74 | 1.70% | -0.05 | 10.11 | 0.00% | 0.00% | 0.00% |
| 2021-06 | +0.95% | +27.80% | 0.15% | +3.48% | 2.68 | 1.70% | +0.11 | 10.09 | 0.00% | 0.00% | 0.00% |
| 2021-05 | +0.61% | +26.60% | 0.15% | +3.36% | 2.61 | 1.70% | -0.05 | 9.89 | 0.00% | 0.00% | 0.00% |
| 2021-04 | +0.30% | +25.83% | 0.15% | — | — | — | +1.00 | 9.88 | 0.00% | 0.00% | 0.00% |
| 2021-03 | +0.83% | +25.45% | 0.15% | — | — | — | -0.05 | 8.85 | 0.00% | 0.00% | 0.00% |
| 2021-02 | -0.53% | +24.42% | 0.15% | — | — | — | -0.05 | 8.83 | 0.00% | 0.00% | 0.00% |
| 2021-01 | +0.45% | +25.08% | 0.15% | — | — | — | -0.05 | 8.93 | 0.00% | 0.00% | 0.00% |
| 2020-12 | +0.40% | +24.52% | 0.18% | — | — | — | +0.02 | 8.94 | 0.00% | 0.00% | 0.00% |
| 2020-11 | +0.75% | +24.03% | 0.18% | — | — | — | -0.07 | 8.89 | 0.00% | 0.00% | 0.00% |
| 2020-10 | +0.01% | +23.10% | 0.18% | — | — | — | -0.03 | 8.90 | 0.00% | 0.00% | 0.00% |
| 2020-09 | -0.20% | +23.09% | 0.18% | — | — | — | -0.05 | 8.92 | 0.00% | 0.00% | 0.00% |
| 2020-08 | +0.80% | +23.34% | 0.18% | — | — | — | -0.04 | 8.99 | 0.00% | 0.00% | 0.00% |
| 2020-07 | -0.02% | +22.36% | 0.18% | — | — | — | -0.07 | 9.17 | 0.00% | 0.00% | 0.00% |
| 2020-06 | +0.25% | +22.38% | 0.18% | — | — | — | -0.05 | 9.25 | 0.00% | 0.00% | 0.00% |
| 2020-05 | +0.57% | +22.08% | 0.18% | — | — | — | -0.05 | 9.27 | 0.00% | 0.00% | 0.00% |
| 2020-04 | +1.59% | +21.39% | 0.18% | — | — | — | -0.05 | 9.27 | 0.00% | 0.00% | 0.00% |
| 2020-03 | -1.73% | +19.49% | 0.18% | — | — | — | -0.05 | 9.17 | 0.00% | 0.00% | 0.00% |
| 2020-02 | +0.88% | +21.59% | 0.18% | — | — | — | -0.04 | 9.38 | 0.00% | 0.00% | 0.00% |
| 2020-01 | +0.68% | +20.53% | 0.18% | — | — | — | -0.05 | 9.35 | 0.00% | 0.00% | 0.00% |
| 2019-12 | +0.31% | +19.72% | 0.21% | — | — | — | -0.05 | 9.33 | 0.00% | 0.00% | 0.00% |
| 2019-11 | +0.43% | +19.35% | 0.21% | — | — | — | -0.05 | 9.35 | 0.00% | 0.00% | 0.00% |
| 2019-10 | +0.62% | +18.83% | 0.21% | — | — | — | +0.00 | 9.36 | 0.00% | 0.00% | 0.00% |
| 2019-09 | +0.76% | +18.10% | 0.21% | — | — | — | -0.05 | 9.30 | 0.00% | 0.00% | 0.00% |
| 2019-08 | +0.67% | +17.21% | 0.21% | — | — | — | -0.05 | 9.28 | 0.00% | 0.00% | 0.00% |
| 2019-07 | +0.86% | +16.43% | 0.21% | — | — | — | -0.04 | 9.27 | 0.00% | 0.00% | 0.00% |
| 2019-06 | +1.35% | +15.44% | 0.21% | — | — | — | +0.02 | 9.23 | 0.00% | 0.00% | 0.00% |
| 2019-05 | +0.46% | +13.90% | 0.21% | — | — | — | -0.06 | 9.09 | 0.00% | 0.00% | 0.00% |
| 2019-04 | +1.06% | +13.38% | 0.21% | — | — | — | -0.05 | 9.11 | 0.00% | 0.00% | 0.00% |
| 2019-03 | +0.91% | +12.19% | 0.21% | — | — | — | -0.05 | 9.07 | 0.00% | 0.00% | 0.00% |
| 2019-02 | +0.43% | +11.18% | 0.21% | — | — | — | -0.05 | 9.04 | 0.00% | 0.00% | 0.00% |
| 2019-01 | +0.72% | +10.70% | 0.21% | — | — | — | -0.05 | 9.05 | 0.00% | 0.00% | 0.00% |
| 2018-12 | +0.22% | +9.91% | 0.27% | — | — | — | -0.05 | 9.03 | 0.00% | 0.00% | 0.00% |
| 2018-11 | +0.21% | +9.67% | 0.27% | — | — | — | -0.05 | 9.06 | 0.00% | 0.00% | 0.00% |
| 2018-10 | -0.11% | +9.44% | 0.27% | — | — | — | -0.05 | 9.09 | 0.00% | 0.00% | 0.00% |
| 2018-09 | +0.27% | +9.56% | 0.27% | — | — | — | -0.05 | 9.15 | 0.00% | 0.00% | 0.00% |
| 2018-08 | +0.40% | +9.27% | 0.27% | — | — | — | -0.05 | 9.17 | 0.00% | 0.00% | 0.00% |
| 2018-07 | +0.56% | +8.83% | 0.27% | — | — | — | -0.05 | 9.28 | 0.00% | 0.00% | 0.00% |
| 2018-06 | +0.30% | +8.22% | 0.27% | — | — | — | -0.46 | 8.86 | 0.00% | 0.00% | 0.00% |
| 2018-05 | +0.59% | +7.90% | 0.27% | — | — | — | -0.05 | 9.30 | 0.00% | 0.00% | 0.00% |
| 2018-04 | +0.43% | +7.27% | 0.27% | — | — | — | -0.05 | 9.29 | 0.00% | 0.00% | 0.00% |
| 2018-03 | +0.53% | +6.81% | 0.27% | — | — | — | -0.05 | 9.30 | 0.00% | 0.00% | 0.00% |
| 2018-02 | -0.58% | +6.25% | 0.27% | — | — | — | -0.05 | 9.31 | 0.00% | 0.00% | 0.00% |
| 2018-01 | +0.76% | +6.87% | 0.27% | — | — | — | -0.05 | 9.41 | 0.00% | 0.00% | 0.00% |
| 2017-12 | +0.34% | +6.06% | 0.22% | — | — | — | -0.05 | 9.39 | 0.00% | 0.00% | 0.00% |
| 2017-11 | +0.56% | +5.70% | 0.22% | — | — | — | -0.05 | 9.41 | 0.00% | 0.00% | 0.00% |
| 2017-10 | +0.48% | +5.11% | 0.22% | — | — | — | -0.05 | 9.40 | 0.00% | 0.00% | 0.00% |
| 2017-09 | +0.40% | +4.61% | 0.22% | — | — | — | -0.05 | 9.41 | 0.00% | 0.00% | 0.00% |
| 2017-08 | +0.63% | +4.19% | 0.22% | — | — | — | -0.05 | 9.42 | 0.00% | 0.00% | 0.00% |
| 2017-07 | +0.41% | +3.54% | 0.22% | — | — | — | -0.05 | 9.41 | 0.00% | 0.00% | 0.00% |
| 2017-06 | +0.32% | +3.12% | 0.22% | — | — | — | -1.11 | 9.42 | 0.00% | 0.00% | 0.00% |
| 2017-05 | +0.06% | +2.79% | 0.22% | — | — | — | -0.05 | 10.50 | 0.00% | 0.00% | 0.00% |
| 2017-04 | +0.90% | +2.73% | 0.22% | — | — | — | -0.04 | 10.49 | 0.00% | 0.00% | 0.00% |
| 2017-03 | -0.04% | +1.81% | 0.22% | — | — | — | -0.05 | 10.45 | 0.00% | 0.00% | 0.00% |
| 2017-02 | -0.03% | +1.85% | 0.22% | — | — | — | -0.05 | 10.46 | 0.00% | 0.00% | 0.00% |
| 2017-01 | +0.02% | +1.88% | 0.22% | — | — | — | -0.03 | 10.51 | 0.00% | 0.00% | 0.00% |
| 2016-12 | +0.07% | +1.86% | 0.24% | — | — | — | -0.02 | 4.09 | — | — | — |
| 2016-11 | +0.00% | +1.79% | 0.24% | — | — | — | -0.02 | 4.11 | — | — | — |
| 2016-10 | +0.17% | +1.79% | 0.24% | — | — | — | -0.03 | 4.13 | — | — | 0.00% |
| 2016-09 | -0.15% | +1.62% | 0.24% | — | — | — | -0.03 | 4.15 | — | — | 0.00% |
| 2016-08 | +0.36% | +1.77% | 0.24% | — | — | — | -0.02 | 4.18 | — | — | 0.00% |
| 2016-07 | +0.64% | +1.40% | 0.24% | — | — | — | -0.02 | 4.19 | — | — | 0.00% |
| 2016-06 | +0.76% | +0.76% | 0.24% | — | — | — | -0.03 | 4.19 | — | — | 0.00% |
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.