חודשים בטווח
113
נתונים היסטוריים · קופות גמל להשקעה
מנורה מבטחים גמל להשקעה מסלול הלכה
נתונים היסטוריים מלאים עבור מנורה מבטחים גמל להשקעה מסלול הלכה, 113 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 8716 | שם קרן: מנורה מבטחים גמל להשקעה מסלול הלכה | 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: הלכתי | תת התמחות: הלכה יהודית.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מנורה מבטחים גמל להשקעה מסלול הלכה ישירות למייל.
תשואה חודשית אחרונה
+2.21%
תשואה מצטברת מההתחלה
+60.05%
| 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 | +2.21% | +60.05% | 0.61% | -1.08% | 0.66 | 6.93% | +0.75 | 49.36 | 27.19% | 34.87% | 17.77% |
| 2026-04 | +3.46% | +56.59% | 0.61% | -1.56% | 0.59 | 6.89% | -1.87 | 47.58 | 45.99% | 37.22% | 17.99% |
| 2026-03 | -2.97% | +51.36% | 0.61% | -1.68% | 0.47 | 6.76% | +0.93 | 47.85 | 44.01% | 32.75% | 17.22% |
| 2026-02 | +0.81% | +55.99% | 0.61% | -1.56% | 0.71 | 6.61% | +1.39 | 48.35 | 44.92% | 34.64% | 17.60% |
| 2026-01 | +2.30% | +54.74% | 0.61% | -1.44% | 0.69 | 6.61% | +1.70 | 46.61 | 45.89% | 34.63% | 17.87% |
| 2025-12 | +0.61% | +51.26% | 0.61% | -1.44% | 0.61 | 6.56% | +0.83 | 43.92 | 47.31% | 34.02% | 18.35% |
| 2025-11 | +0.78% | +50.34% | 0.61% | -1.44% | 0.62 | 6.57% | -0.37 | 42.85 | 43.69% | 31.48% | 19.28% |
| 2025-10 | +1.54% | +49.18% | 0.61% | -1.32% | 0.66 | 6.76% | +0.84 | 42.92 | 42.94% | 31.94% | 19.18% |
| 2025-09 | +2.19% | +46.91% | 0.61% | -1.44% | 0.60 | 6.75% | +0.70 | 41.46 | 43.99% | 31.16% | 18.28% |
| 2025-08 | +1.27% | +43.77% | 0.61% | -1.32% | 0.48 | 6.77% | +1.89 | 39.90 | 44.01% | 32.48% | 19.62% |
| 2025-07 | +0.38% | +41.96% | 0.61% | -1.44% | 0.47 | 6.80% | -0.99 | 37.56 | 46.43% | 32.93% | 21.73% |
| 2025-06 | +3.74% | +41.42% | 0.61% | -1.44% | 0.51 | 6.86% | +0.33 | 38.42 | 44.77% | 31.60% | 22.41% |
| 2025-05 | +1.22% | +36.33% | 0.61% | -1.32% | 0.34 | 6.73% | -0.35 | 36.73 | 44.84% | 33.19% | 22.92% |
| 2025-04 | +1.22% | +34.68% | 0.61% | -1.32% | 0.32 | 6.73% | +0.14 | 36.65 | 43.52% | 31.76% | 22.97% |
| 2025-03 | -1.34% | +33.06% | 0.61% | -1.20% | 0.35 | 7.10% | +0.81 | 36.08 | 44.21% | 31.35% | 20.90% |
| 2025-02 | -0.01% | +34.87% | 0.61% | -0.84% | 0.29 | 8.10% | -0.33 | 35.79 | 44.37% | 32.16% | 21.74% |
| 2025-01 | +1.41% | +34.88% | 0.61% | -0.72% | 0.28 | 8.17% | +0.72 | 36.14 | 44.69% | 32.68% | 22.33% |
| 2024-12 | +0.45% | +33.00% | 0.59% | -0.84% | 0.24 | 8.16% | +0.01 | 34.95 | 45.24% | 32.50% | 22.58% |
| 2024-11 | +2.59% | +32.41% | 0.59% | -0.72% | 0.25 | 8.16% | -0.76 | 34.80 | 45.29% | 36.15% | 23.65% |
| 2024-10 | +0.03% | +29.07% | 0.59% | -0.84% | 0.16 | 8.09% | -0.23 | 34.69 | 44.51% | 35.08% | 24.04% |
| 2024-09 | +1.45% | +29.03% | 0.59% | -0.72% | 0.19 | 8.10% | -0.49 | 34.93 | 47.18% | 35.81% | 23.73% |
| 2024-08 | +1.37% | +27.18% | 0.59% | — | 0.12 | 8.10% | +0.50 | 34.94 | 45.48% | 33.83% | 23.73% |
| 2024-07 | +1.55% | +25.46% | 0.59% | -0.96% | 0.11 | 8.10% | -0.22 | 33.98 | 46.50% | 35.08% | 24.19% |
| 2024-06 | +0.78% | +23.55% | 0.59% | -1.08% | 0.07 | 8.08% | -1.35 | 33.70 | 46.14% | 36.65% | 25.91% |
| 2024-05 | +0.44% | +22.59% | 0.59% | -1.20% | 0.07 | 8.11% | +0.16 | 34.79 | 47.17% | 39.01% | 24.81% |
| 2024-04 | -2.46% | +22.06% | 0.59% | -1.44% | 0.05 | 8.15% | -0.39 | 34.51 | 46.45% | 37.53% | 23.88% |
| 2024-03 | +1.49% | +25.13% | 0.59% | -1.32% | 0.19 | 8.08% | -0.49 | 35.78 | 46.03% | 39.16% | 24.48% |
| 2024-02 | +1.91% | +23.30% | 0.59% | -1.32% | 0.16 | 8.06% | +0.28 | 35.76 | 43.57% | 34.90% | 23.63% |
| 2024-01 | -0.52% | +20.99% | 0.59% | -1.32% | 0.10 | 8.03% | -0.07 | 34.83 | 43.12% | 34.31% | 23.14% |
| 2023-12 | +2.79% | +21.62% | 0.60% | -1.44% | 0.17 | 8.08% | -0.01 | 35.11 | 47.71% | 37.94% | 21.90% |
| 2023-11 | +4.98% | +18.32% | 0.60% | -1.44% | 0.04 | 8.13% | -0.32 | 34.17 | 47.29% | 36.67% | 22.80% |
| 2023-10 | -4.18% | +12.71% | 0.60% | -1.68% | -0.16 | 7.83% | -0.55 | 32.88 | 48.02% | 35.98% | 22.66% |
| 2023-09 | -2.59% | +17.62% | 0.60% | -1.56% | 0.01 | 7.63% | -0.05 | 34.89 | 46.17% | 35.51% | 21.50% |
| 2023-08 | -0.53% | +20.75% | 0.60% | -1.44% | 0.15 | 7.53% | -0.08 | 35.89 | 45.81% | 33.74% | 21.96% |
| 2023-07 | +2.28% | +21.39% | 0.60% | -1.44% | 0.21 | 7.53% | +0.29 | 36.18 | 45.69% | 35.43% | 23.30% |
| 2023-06 | +1.89% | +18.69% | 0.60% | -1.44% | 0.15 | 7.49% | -0.61 | 35.10 | 47.89% | 35.87% | 21.00% |
| 2023-05 | +0.78% | +16.48% | 0.60% | -1.56% | 0.08 | 7.46% | -0.56 | 35.08 | 45.70% | 31.61% | 19.61% |
| 2023-04 | +0.77% | +15.58% | 0.60% | -1.56% | 0.06 | 7.45% | +0.03 | 35.38 | 45.20% | 36.12% | 22.39% |
| 2023-03 | +1.21% | +14.70% | 0.60% | -1.56% | 0.06 | 7.45% | -0.10 | 35.11 | 44.75% | 36.14% | 19.31% |
| 2023-02 | -2.89% | +13.33% | 0.60% | -1.56% | 0.01 | 7.45% | -0.08 | 34.81 | 44.44% | 34.56% | 20.40% |
| 2023-01 | +2.70% | +16.70% | 0.60% | -1.56% | 0.14 | 7.35% | -0.25 | 35.94 | 43.24% | 33.36% | 19.59% |
| 2022-12 | -2.15% | +13.63% | 0.59% | -1.68% | 0.04 | 7.27% | +0.66 | 35.27 | 42.64% | 34.05% | 19.11% |
| 2022-11 | +1.10% | +16.13% | 0.59% | -1.44% | 0.17 | 7.20% | +0.22 | 35.39 | 43.26% | 33.88% | 19.30% |
| 2022-10 | +2.49% | +14.87% | 0.59% | -1.68% | 0.14 | 7.19% | +0.07 | 34.81 | 43.21% | 35.08% | 17.95% |
| 2022-09 | -4.42% | +12.08% | 0.59% | -1.68% | 0.04 | 7.13% | +0.96 | 33.92 | 16.10% | 8.31% | 17.04% |
| 2022-08 | -2.33% | +17.26% | 0.59% | -1.56% | 0.28 | 6.82% | +0.29 | 34.54 | 17.40% | 10.42% | 18.33% |
| 2022-07 | +3.41% | +20.06% | 0.59% | -1.44% | 0.41 | 6.71% | -0.05 | 35.10 | 16.64% | 10.31% | 19.46% |
| 2022-06 | -2.11% | +16.10% | 0.59% | -1.56% | 0.28 | 6.58% | +0.48 | 34.02 | 40.33% | 10.29% | 20.58% |
| 2022-05 | -3.12% | +18.60% | 0.59% | -1.44% | 0.39 | 6.51% | +1.19 | 34.29 | 41.53% | 36.57% | 19.71% |
| 2022-04 | -1.36% | +22.42% | 0.59% | -1.32% | 0.59 | 6.34% | +0.69 | 34.18 | 42.33% | 34.58% | 17.00% |
| 2022-03 | +0.60% | +24.11% | 0.59% | -1.32% | 0.69 | 6.29% | +0.68 | 33.97 | 44.10% | 34.24% | 17.34% |
| 2022-02 | -1.21% | +23.37% | 0.59% | -1.44% | 0.67 | 6.29% | +0.54 | 33.09 | 44.73% | 39.53% | 19.28% |
| 2022-01 | -2.04% | +24.88% | 0.59% | -1.20% | 0.76 | 6.25% | +1.57 | 32.97 | 43.07% | 40.07% | 21.96% |
| 2021-12 | +1.38% | +27.48% | 0.63% | -0.96% | 0.89 | 6.17% | +2.41 | 32.10 | 38.41% | 32.55% | 19.72% |
| 2021-11 | +0.05% | +25.74% | 0.63% | — | — | — | +0.98 | 29.29 | 38.37% | 34.96% | 20.69% |
| 2021-10 | +1.42% | +25.68% | 0.63% | — | — | — | +0.83 | 28.31 | 38.93% | 35.71% | 22.32% |
| 2021-09 | -0.70% | +23.92% | 0.63% | — | — | — | +0.19 | 27.11 | 37.99% | 33.09% | 20.91% |
| 2021-08 | +1.08% | +24.79% | 0.63% | — | — | — | +1.46 | 27.12 | 38.53% | 36.10% | 21.87% |
| 2021-07 | +0.43% | +23.46% | 0.63% | — | — | — | +0.10 | 25.38 | 40.54% | 38.61% | 23.25% |
| 2021-06 | +0.44% | +22.93% | 0.63% | — | — | — | +0.54 | 25.19 | 40.69% | 36.36% | 23.82% |
| 2021-05 | +0.99% | +22.39% | 0.63% | — | — | — | +1.04 | 24.55 | 40.45% | 38.21% | 23.87% |
| 2021-04 | +1.20% | +21.19% | 0.63% | — | — | — | +0.42 | 23.29 | 38.73% | 36.15% | 20.87% |
| 2021-03 | +1.67% | +19.76% | 0.63% | — | — | — | +0.37 | 22.61 | 39.10% | 34.45% | 20.88% |
| 2021-02 | +0.05% | +17.79% | 0.63% | — | — | — | +0.32 | 21.88 | 38.89% | 37.16% | 20.66% |
| 2021-01 | +0.85% | +17.73% | 0.63% | — | — | — | +0.22 | 21.57 | 39.13% | 40.06% | 25.64% |
| 2020-12 | +1.30% | +16.74% | 0.61% | — | — | — | +0.90 | 21.18 | 36.78% | 29.18% | 22.29% |
| 2020-11 | +4.00% | +15.24% | 0.61% | — | — | — | +0.54 | 20.03 | 35.95% | 32.35% | 22.07% |
| 2020-10 | -0.21% | +10.81% | 0.61% | — | — | — | +0.19 | 18.74 | 35.27% | 32.82% | 21.77% |
| 2020-09 | -1.63% | +11.04% | 0.61% | — | — | — | +0.72 | 18.60 | 35.81% | 31.13% | 22.42% |
| 2020-08 | +2.11% | +12.88% | 0.61% | — | — | — | +0.45 | 18.19 | 36.67% | 34.30% | 23.14% |
| 2020-07 | +2.54% | +10.55% | 0.61% | — | — | — | +0.09 | 17.38 | 37.00% | 35.21% | 23.25% |
| 2020-06 | -0.99% | +7.81% | 0.61% | — | — | — | +0.26 | 16.87 | 35.45% | 30.11% | 19.50% |
| 2020-05 | +1.01% | +8.89% | 0.61% | — | — | — | +0.54 | 16.79 | 35.56% | 34.19% | 20.67% |
| 2020-04 | +5.52% | +7.80% | 0.61% | — | — | — | +0.13 | 16.08 | 36.44% | 34.51% | 20.40% |
| 2020-03 | -8.42% | +2.16% | 0.61% | — | — | — | -2.67 | 15.13 | 35.10% | 27.16% | 14.61% |
| 2020-02 | -2.12% | +11.55% | 0.61% | — | — | — | +0.61 | 19.62 | 34.51% | 31.09% | 18.76% |
| 2020-01 | +0.15% | +13.97% | 0.61% | — | — | — | +0.68 | 19.46 | 35.82% | 33.20% | 20.71% |
| 2019-12 | +0.65% | +13.80% | 0.62% | — | — | — | +1.51 | 18.76 | 34.86% | 29.69% | 20.42% |
| 2019-11 | +0.80% | +13.06% | 0.62% | — | — | — | +0.95 | 17.15 | 35.86% | 32.48% | 21.22% |
| 2019-10 | +1.10% | +12.17% | 0.62% | — | — | — | +0.38 | 16.07 | 35.91% | 33.04% | 20.85% |
| 2019-09 | +1.39% | +10.95% | 0.62% | — | — | — | +0.11 | 15.53 | 35.93% | 31.23% | 20.73% |
| 2019-08 | -0.78% | +9.42% | 0.62% | — | — | — | +0.61 | 15.22 | 35.61% | 33.44% | 21.81% |
| 2019-07 | +0.58% | +10.29% | 0.62% | — | — | — | +0.39 | 14.72 | 35.67% | 33.42% | 21.88% |
| 2019-06 | +1.88% | +9.65% | 0.62% | — | — | — | +0.45 | 14.26 | 35.90% | 31.91% | 24.19% |
| 2019-05 | -1.59% | +7.63% | 0.62% | — | — | — | +0.50 | 13.56 | 35.47% | 33.63% | 23.23% |
| 2019-04 | +1.47% | +9.36% | 0.62% | — | — | — | +0.27 | 13.27 | 35.49% | 33.76% | 23.13% |
| 2019-03 | +0.80% | +7.78% | 0.62% | — | — | — | +0.32 | 12.82 | 35.10% | 32.92% | 23.87% |
| 2019-02 | +0.87% | +6.92% | 0.62% | — | — | — | +1.03 | 12.40 | 35.08% | 32.50% | 23.71% |
| 2019-01 | +2.43% | +6.00% | 0.62% | — | — | — | +0.89 | 11.27 | 33.81% | 31.59% | 22.89% |
| 2018-12 | -2.92% | +3.49% | 0.77% | — | — | — | +0.84 | 10.12 | 32.91% | 30.14% | 23.22% |
| 2018-11 | +0.29% | +6.60% | 0.77% | — | — | — | +0.70 | 9.57 | 33.75% | 29.78% | 23.09% |
| 2018-10 | -1.76% | +6.29% | 0.77% | — | — | — | +0.50 | 8.85 | 33.90% | 31.41% | 24.29% |
| 2018-09 | -0.03% | +8.20% | 0.77% | — | — | — | +0.25 | 8.51 | 34.20% | 30.55% | 23.27% |
| 2018-08 | +0.88% | +8.23% | 0.77% | — | — | — | +1.15 | 8.26 | 35.23% | 31.36% | 23.85% |
| 2018-07 | +1.48% | +7.29% | 0.77% | — | — | — | +0.30 | 7.05 | 34.61% | 33.19% | 23.55% |
| 2018-06 | +0.17% | +5.72% | 0.77% | — | — | — | +0.45 | 6.66 | 34.53% | 33.33% | 23.12% |
| 2018-05 | +0.30% | +5.54% | 0.77% | — | — | — | +0.63 | 6.20 | 36.94% | 31.94% | 21.29% |
| 2018-04 | +0.79% | +5.23% | 0.77% | — | — | — | +0.79 | 5.56 | 35.43% | 35.79% | 23.74% |
| 2018-03 | -0.84% | +4.40% | 0.77% | — | — | — | +0.46 | 4.73 | 34.67% | 33.62% | 19.66% |
| 2018-02 | -1.25% | +5.28% | 0.77% | — | — | — | +0.50 | 4.31 | 35.50% | 29.47% | 17.63% |
| 2018-01 | +1.13% | +6.62% | 0.77% | — | — | — | +0.59 | 3.86 | 34.97% | 33.16% | 24.87% |
| 2017-12 | +0.68% | +5.43% | — | — | — | — | +0.94 | 3.23 | 31.89% | 27.55% | 19.81% |
| 2017-11 | +0.63% | +4.71% | — | — | — | — | +0.36 | 2.27 | 35.68% | 31.28% | 19.82% |
| 2017-10 | +1.07% | +4.06% | — | — | — | — | +0.09 | 1.90 | 37.89% | 33.16% | 22.63% |
| 2017-09 | +0.27% | +2.96% | — | — | — | — | +0.06 | 1.78 | 35.96% | 30.90% | 19.66% |
| 2017-08 | +0.24% | +2.68% | — | — | — | — | +0.18 | 1.72 | 37.21% | 31.98% | 20.35% |
| 2017-07 | +1.39% | +2.43% | — | — | — | — | +0.18 | 1.54 | 35.71% | 30.52% | 18.18% |
| 2017-06 | -0.85% | +1.03% | — | — | — | — | +0.38 | 1.34 | 38.81% | 33.58% | 19.40% |
| 2017-05 | +1.07% | +1.90% | — | — | — | — | +0.27 | 0.98 | 32.65% | 26.53% | 16.33% |
| 2017-04 | +0.77% | +0.82% | — | — | — | — | +0.26 | 0.71 | 36.62% | 30.99% | 22.54% |
| 2017-03 | +0.05% | +0.05% | — | — | — | — | +0.11 | 0.44 | 36.36% | 27.27% | 18.18% |
| 2017-02 | +0.57% | -0.00% | — | — | — | — | +0.09 | 0.33 | 36.36% | 33.33% | 21.21% |
| 2017-01 | -0.57% | -0.57% | — | — | — | — | +0.04 | 0.23 | 34.78% | 30.43% | 26.09% |
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.