נתונים היסטוריים · קופות גמל להשקעה
מנורה מבטחים גמל להשקעה כספי (שיקלי)
נתונים היסטוריים מלאים עבור מנורה מבטחים גמל להשקעה כספי (שיקלי), 113 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 8693 | שם קרן: מנורה מבטחים גמל להשקעה כספי (שיקלי) | סיווג קרן: קופת גמל להשקעה | חברה שולטת: מנורה מבטחים החזקות בע"מ | חברה מנהלת: מנורה מבטחים פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מתמחים בניהול אקטיבי | תת התמחות: כספי (שקלי).
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מנורה מבטחים גמל להשקעה כספי (שיקלי) ישירות למייל.
| 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 | +0.33% | +15.80% | 0.55% | -0.24% | -0.61 | 0.66% | -0.54 | 35.57 | 0.00% | 0.00% | 0.00% |
| 2026-04 | +0.34% | +15.42% | 0.55% | -0.24% | -0.63 | 0.67% | -0.66 | 36.01 | 0.00% | 0.00% | 0.00% |
| 2026-03 | +0.33% | +15.03% | 0.55% | -0.24% | -0.66 | 0.67% | -1.61 | 36.57 | 0.00% | 0.00% | 0.00% |
| 2026-02 | +0.30% | +14.65% | 0.55% | -0.24% | -0.68 | 0.68% | -0.10 | 38.07 | 0.00% | 0.00% | 0.00% |
| 2026-01 | +0.34% | +14.31% | 0.55% | -0.24% | -0.68 | 0.69% | +1.04 | 38.07 | 0.00% | 0.00% | 0.00% |
| 2025-12 | +0.35% | +13.92% | 0.55% | -0.24% | -0.69 | 0.69% | +1.02 | 36.93 | 0.00% | 0.00% | 0.00% |
| 2025-11 | +0.38% | +13.53% | 0.55% | -0.24% | -0.72 | 0.69% | -0.20 | 35.80 | 0.00% | 0.00% | 0.00% |
| 2025-10 | +0.35% | +13.10% | 0.55% | -0.24% | -0.76 | 0.69% | -0.61 | 35.87 | 0.00% | 0.00% | 0.00% |
| 2025-09 | +0.34% | +12.70% | 0.55% | -0.24% | -0.76 | 0.70% | -0.40 | 36.37 | 0.00% | 0.00% | 0.00% |
| 2025-08 | +0.37% | +12.32% | 0.55% | -0.24% | -0.75 | 0.70% | -0.07 | 36.66 | 0.00% | 0.00% | 0.00% |
| 2025-07 | +0.39% | +11.91% | 0.55% | -0.24% | -0.79 | 0.70% | -0.84 | 36.61 | 0.00% | 0.00% | 0.00% |
| 2025-06 | +0.37% | +11.47% | 0.55% | -0.24% | -0.84 | 0.69% | -1.43 | 37.33 | 0.00% | 0.00% | 0.00% |
| 2025-05 | +0.34% | +11.06% | 0.55% | -0.24% | -0.85 | 0.69% | +0.09 | 38.63 | 0.00% | 0.00% | 0.00% |
| 2025-04 | +0.36% | +10.68% | 0.55% | -0.24% | -0.84 | 0.69% | +1.52 | 38.42 | 0.00% | 0.00% | 0.00% |
| 2025-03 | +0.37% | +10.29% | 0.55% | -0.24% | -0.81 | 0.68% | +2.25 | 36.78 | 0.00% | 0.00% | 0.00% |
| 2025-02 | +0.33% | +9.88% | 0.55% | -0.24% | -0.85 | 0.68% | -0.72 | 34.42 | 0.00% | 0.00% | 0.00% |
| 2025-01 | +0.38% | +9.52% | 0.55% | -0.24% | -0.83 | 0.68% | +0.10 | 35.04 | 0.00% | 0.00% | 0.00% |
| 2024-12 | +0.40% | +9.10% | 0.57% | -0.24% | -0.88 | 0.68% | -1.29 | 34.82 | 0.00% | 0.00% | 0.00% |
| 2024-11 | +0.32% | +8.67% | 0.57% | -0.24% | -0.93 | 0.67% | -0.94 | 35.99 | 0.00% | 0.00% | 0.00% |
| 2024-10 | +0.39% | +8.32% | 0.57% | -0.12% | -0.90 | 0.67% | -0.45 | 36.83 | 0.00% | 0.00% | 0.00% |
| 2024-09 | +0.37% | +7.90% | 0.57% | -0.12% | -0.94 | 0.66% | +0.02 | 37.16 | 0.00% | 0.00% | 0.00% |
| 2024-08 | +0.33% | +7.50% | 0.57% | — | -0.94 | 0.65% | +1.95 | 37.02 | 0.00% | 0.00% | 0.00% |
| 2024-07 | +0.38% | +7.15% | 0.57% | -0.24% | -0.94 | 0.64% | +0.04 | 34.96 | 0.00% | 0.00% | 0.00% |
| 2024-06 | +0.36% | +6.74% | 0.57% | -0.24% | -0.97 | 0.63% | -0.51 | 34.81 | 0.00% | 0.00% | 0.00% |
| 2024-05 | +0.35% | +6.36% | 0.57% | -0.24% | -0.97 | 0.62% | +0.36 | 35.21 | 0.00% | 0.00% | 0.00% |
| 2024-04 | +0.35% | +5.99% | 0.57% | -0.24% | -0.97 | 0.61% | -0.07 | 34.74 | 0.00% | 0.00% | 0.00% |
| 2024-03 | +0.36% | +5.62% | 0.57% | -0.24% | -0.98 | 0.60% | +1.60 | 34.70 | 0.00% | 0.00% | 0.00% |
| 2024-02 | +0.35% | +5.24% | 0.57% | -0.24% | -1.00 | 0.59% | +0.49 | 32.99 | 0.00% | 0.00% | 0.00% |
| 2024-01 | +0.40% | +4.88% | 0.57% | -0.24% | -0.99 | 0.57% | +2.06 | 32.41 | 0.00% | 0.00% | 0.00% |
| 2023-12 | +0.39% | +4.46% | 0.57% | -0.24% | -1.02 | 0.56% | +3.92 | 30.24 | 0.00% | 0.00% | 0.00% |
| 2023-11 | +0.39% | +4.05% | 0.57% | -0.24% | -1.05 | 0.54% | +0.93 | 26.22 | 0.00% | 0.00% | 0.00% |
| 2023-10 | +0.43% | +3.65% | 0.57% | -0.24% | -1.08 | 0.52% | +6.03 | 25.20 | 0.00% | 0.00% | 0.00% |
| 2023-09 | +0.34% | +3.20% | 0.57% | -0.24% | -1.17 | 0.49% | +0.91 | 19.09 | 0.00% | 0.00% | 0.00% |
| 2023-08 | +0.40% | +2.85% | 0.57% | -0.24% | -1.15 | 0.47% | -0.46 | 18.13 | 0.00% | 0.00% | 0.00% |
| 2023-07 | +0.43% | +2.44% | 0.57% | -0.24% | -1.19 | 0.44% | +0.35 | 18.52 | 0.00% | 0.00% | 0.00% |
| 2023-06 | +0.35% | +2.01% | 0.57% | -0.36% | -1.27 | 0.41% | -1.54 | 18.10 | 0.00% | 0.00% | 0.00% |
| 2023-05 | +0.29% | +1.65% | 0.57% | -0.24% | -1.26 | 0.38% | -0.98 | 19.59 | 0.00% | 0.00% | 0.00% |
| 2023-04 | +0.41% | +1.36% | 0.57% | -0.24% | -1.21 | 0.36% | -0.88 | 20.53 | 0.00% | 0.00% | 0.00% |
| 2023-03 | +0.49% | +0.94% | 0.57% | -0.24% | -1.30 | 0.31% | -0.55 | 21.33 | 0.00% | 0.00% | 0.00% |
| 2023-02 | -0.22% | +0.45% | 0.57% | -0.36% | -1.54 | 0.22% | +0.51 | 21.79 | 0.00% | 0.00% | 0.00% |
| 2023-01 | +0.22% | +0.67% | 0.57% | -0.24% | -1.78 | 0.20% | +0.17 | 21.33 | 0.00% | 0.00% | 0.00% |
| 2022-12 | +0.07% | +0.45% | 0.51% | -0.24% | -1.70 | 0.18% | +0.60 | 21.13 | 0.00% | 0.00% | 0.00% |
| 2022-11 | +0.24% | +0.38% | 0.51% | -0.24% | -1.57 | 0.17% | -2.85 | 20.53 | 0.00% | 0.00% | 0.00% |
| 2022-10 | +0.01% | +0.14% | 0.51% | -0.24% | -1.66 | 0.14% | +2.71 | 23.34 | 0.00% | 0.00% | 0.00% |
| 2022-09 | +0.05% | +0.13% | 0.51% | -0.24% | -1.53 | 0.14% | -0.30 | 20.65 | 0.00% | 0.00% | 0.00% |
| 2022-08 | -0.13% | +0.08% | 0.51% | -0.24% | -1.44 | 0.14% | +1.32 | 20.95 | 0.00% | 0.00% | 0.00% |
| 2022-07 | -0.01% | +0.21% | 0.51% | -0.24% | -1.40 | 0.12% | +0.21 | 19.66 | 0.00% | 0.00% | 0.00% |
| 2022-06 | -0.14% | +0.22% | 0.51% | -0.12% | -1.30 | 0.12% | +2.44 | 19.46 | 0.00% | 0.00% | 0.00% |
| 2022-05 | -0.03% | +0.36% | 0.51% | -0.12% | -1.17 | 0.10% | +1.55 | 17.06 | 0.00% | 0.00% | 0.00% |
| 2022-04 | -0.05% | +0.39% | 0.51% | -0.12% | -1.10 | 0.10% | +0.67 | 15.52 | 0.00% | 0.00% | 0.00% |
| 2022-03 | -0.05% | +0.44% | 0.51% | -0.12% | -0.99 | 0.10% | -0.30 | 14.87 | 0.00% | 0.00% | 0.00% |
| 2022-02 | -0.07% | +0.49% | 0.51% | -0.12% | -0.86 | 0.09% | +3.99 | 15.18 | 0.00% | 0.00% | 0.00% |
| 2022-01 | +0.00% | +0.56% | 0.51% | -0.12% | -0.68 | 0.09% | +0.83 | 11.20 | 0.00% | 0.00% | 0.00% |
| 2021-12 | -0.04% | +0.56% | 0.54% | -0.12% | -0.69 | 0.09% | -0.88 | 10.38 | 0.00% | 0.00% | 0.00% |
| 2021-11 | +0.04% | +0.60% | 0.54% | — | — | — | -0.65 | 11.27 | 0.00% | 0.00% | 0.00% |
| 2021-10 | +0.01% | +0.56% | 0.54% | — | — | — | -0.50 | 11.92 | 0.00% | 0.00% | 0.00% |
| 2021-09 | -0.02% | +0.55% | 0.54% | — | — | — | -0.16 | 12.42 | 0.00% | 0.00% | 0.00% |
| 2021-08 | +0.01% | +0.57% | 0.54% | — | — | — | -0.01 | 12.59 | 0.00% | 0.00% | 0.00% |
| 2021-07 | +0.01% | +0.56% | 0.54% | — | — | — | +0.30 | 12.60 | 0.00% | 0.00% | 0.00% |
| 2021-06 | +0.00% | +0.55% | 0.54% | — | — | — | -0.80 | 12.31 | 0.00% | 0.00% | 0.00% |
| 2021-05 | +0.01% | +0.55% | 0.54% | — | — | — | -1.29 | 13.12 | 0.00% | 0.00% | 0.00% |
| 2021-04 | -0.01% | +0.54% | 0.54% | — | — | — | -1.77 | 14.42 | 0.00% | 0.00% | 0.00% |
| 2021-03 | -0.01% | +0.55% | 0.54% | — | — | — | -1.48 | 16.19 | 0.00% | 0.00% | 0.00% |
| 2021-02 | -0.03% | +0.56% | 0.54% | — | — | — | -1.58 | 17.68 | 0.00% | 0.00% | 0.00% |
| 2021-01 | +0.04% | +0.59% | 0.54% | — | — | — | -0.75 | 19.27 | 0.00% | 0.00% | 0.00% |
| 2020-12 | -0.02% | +0.55% | 0.55% | — | — | — | -1.33 | 20.02 | 0.00% | 0.00% | 0.00% |
| 2020-11 | +0.01% | +0.57% | 0.55% | — | — | — | -2.08 | 21.37 | 0.00% | 0.00% | 0.00% |
| 2020-10 | +0.00% | +0.56% | 0.55% | — | — | — | -3.17 | 23.46 | 0.00% | 0.00% | 0.00% |
| 2020-09 | +0.01% | +0.56% | 0.55% | — | — | — | +0.89 | 26.64 | 0.00% | 0.00% | 0.00% |
| 2020-08 | +0.00% | +0.55% | 0.55% | — | — | — | -2.16 | 25.76 | 0.00% | 0.00% | 0.00% |
| 2020-07 | -0.01% | +0.55% | 0.55% | — | — | — | +2.85 | 27.94 | 0.00% | 0.00% | 0.00% |
| 2020-06 | +0.02% | +0.56% | 0.55% | — | — | — | +0.92 | 25.11 | 0.00% | 0.00% | 0.00% |
| 2020-05 | +0.01% | +0.54% | 0.55% | — | — | — | -4.31 | 24.19 | 0.00% | 0.00% | 0.00% |
| 2020-04 | +0.12% | +0.53% | 0.55% | — | — | — | -8.26 | 28.51 | 0.00% | 0.00% | 0.00% |
| 2020-03 | -0.05% | +0.41% | 0.55% | — | — | — | +28.56 | 36.74 | 0.00% | 0.00% | 0.00% |
| 2020-02 | +0.02% | +0.46% | 0.55% | — | — | — | +3.54 | 8.21 | 0.00% | 0.00% | 0.00% |
| 2020-01 | -0.02% | +0.44% | 0.55% | — | — | — | -0.10 | 4.67 | 0.00% | 0.00% | 0.00% |
| 2019-12 | -0.01% | +0.46% | 0.51% | — | — | — | +0.21 | 4.77 | 0.00% | 0.00% | 0.00% |
| 2019-11 | +0.02% | +0.47% | 0.51% | — | — | — | +0.10 | 4.57 | 0.00% | 0.00% | 0.00% |
| 2019-10 | +0.02% | +0.45% | 0.51% | — | — | — | +0.03 | 4.47 | 0.00% | 0.00% | 0.00% |
| 2019-09 | +0.01% | +0.43% | 0.51% | — | — | — | +0.14 | 4.44 | 0.00% | 0.00% | 0.00% |
| 2019-08 | +0.05% | +0.42% | 0.51% | — | — | — | +0.39 | 4.31 | 0.00% | 0.00% | 0.00% |
| 2019-07 | +0.03% | +0.37% | 0.51% | — | — | — | -0.13 | 3.92 | 0.00% | 0.00% | 0.00% |
| 2019-06 | +0.03% | +0.34% | 0.51% | — | — | — | -0.15 | 4.05 | 0.00% | 0.00% | 0.00% |
| 2019-05 | +0.03% | +0.31% | 0.51% | — | — | — | -0.14 | 4.20 | 0.00% | 0.00% | 0.00% |
| 2019-04 | +0.00% | +0.28% | 0.51% | — | — | — | -1.63 | 4.34 | 0.00% | 0.00% | 0.00% |
| 2019-03 | +0.02% | +0.28% | 0.51% | — | — | — | +0.03 | 5.97 | 0.00% | 0.00% | 0.00% |
| 2019-02 | +0.05% | +0.26% | 0.51% | — | — | — | -0.19 | 5.93 | 0.00% | 0.00% | 0.00% |
| 2019-01 | +0.07% | +0.21% | 0.51% | — | — | — | +0.54 | 6.13 | 0.00% | 0.00% | 0.00% |
| 2018-12 | -0.01% | +0.14% | 0.70% | — | — | — | +1.15 | 5.59 | 0.00% | 0.00% | 0.00% |
| 2018-11 | -0.01% | +0.15% | 0.70% | — | — | — | -0.19 | 4.45 | 0.00% | 0.00% | 0.00% |
| 2018-10 | -0.01% | +0.16% | 0.70% | — | — | — | +0.41 | 4.65 | 0.00% | 0.00% | 0.00% |
| 2018-09 | +0.01% | +0.17% | 0.70% | — | — | — | +1.69 | 4.25 | 0.00% | 0.00% | 0.00% |
| 2018-08 | +0.02% | +0.16% | 0.70% | — | — | — | +0.10 | 2.55 | 0.00% | 0.00% | 0.00% |
| 2018-07 | +0.02% | +0.14% | 0.70% | — | — | — | +0.01 | 2.45 | 0.00% | 0.00% | 0.00% |
| 2018-06 | +0.02% | +0.12% | 0.70% | — | — | — | -0.29 | 2.44 | 0.00% | 0.00% | 0.00% |
| 2018-05 | +0.00% | +0.10% | 0.70% | — | — | — | +0.58 | 2.73 | 0.00% | 0.00% | 0.00% |
| 2018-04 | +0.00% | +0.10% | 0.70% | — | — | — | +0.10 | 2.15 | 0.00% | 0.00% | 0.00% |
| 2018-03 | +0.00% | +0.10% | 0.70% | — | — | — | +0.21 | 2.06 | 0.00% | 0.00% | 0.00% |
| 2018-02 | +0.01% | +0.10% | 0.70% | — | — | — | +0.09 | 1.85 | 0.00% | 0.00% | 0.00% |
| 2018-01 | +0.00% | +0.09% | 0.70% | — | — | — | +0.02 | 1.76 | 0.00% | 0.00% | 0.00% |
| 2017-12 | +0.02% | +0.09% | — | — | — | — | +0.27 | 1.74 | 0.00% | 0.00% | 0.00% |
| 2017-11 | -0.01% | +0.07% | — | — | — | — | -0.19 | 1.47 | 0.00% | 0.00% | 0.00% |
| 2017-10 | -0.01% | +0.08% | — | — | — | — | +0.05 | 1.67 | 0.00% | 0.00% | 0.00% |
| 2017-09 | +0.02% | +0.09% | — | — | — | — | +0.09 | 1.62 | 0.00% | 0.00% | 0.00% |
| 2017-08 | +0.01% | +0.07% | — | — | — | — | +0.02 | 1.53 | 0.00% | 0.00% | 0.00% |
| 2017-07 | +0.01% | +0.06% | — | — | — | — | +0.09 | 1.51 | 0.00% | 0.00% | 0.00% |
| 2017-06 | +0.01% | +0.05% | — | — | — | — | +0.16 | 1.42 | 0.00% | 0.00% | 0.00% |
| 2017-05 | +0.01% | +0.04% | — | — | — | — | +0.05 | 1.26 | 0.00% | 0.00% | 0.00% |
| 2017-04 | +0.01% | +0.03% | — | — | — | — | +0.00 | 1.21 | 0.00% | 0.00% | 0.00% |
| 2017-03 | +0.01% | +0.02% | — | — | — | — | +0.02 | 1.22 | 0.00% | 0.00% | 0.00% |
| 2017-02 | +0.01% | +0.01% | — | — | — | — | +0.09 | 1.20 | 0.00% | 0.00% | 0.00% |
| 2017-01 | +0.00% | +0.00% | — | — | — | — | +0.38 | 1.10 | 0.00% | 0.00% | 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.