נתונים היסטוריים · פנסיה

מנורה מבטחים פנסיה - מסלול יעד לפרישה 2030

נתונים היסטוריים מלאים עבור מנורה מבטחים פנסיה - מסלול יעד לפרישה 2030, 175 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2013 | שם קרן: מנורה מבטחים פנסיה - מסלול יעד לפרישה 2030 | סיווג קרן: קרנות חדשות | חברה שולטת: מנורה מבטחים החזקות בע"מ | חברה מנהלת: מנורה מבטחים פנסיה וגמל בע"מ | אוכלוסיית יעד: — | התמחות: — | תת התמחות: —.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 175
תשואה חודשית אחרונה +1.82%
תשואה מצטברת מההתחלה +168.64%
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 +1.82% +168.64% 0.15% +2.16% 1.63 3.36% -146.10 17727.00 31.61% 31.55% 14.33%
2026-04 +2.63% +163.84% 0.15% +1.80% 1.55 3.33% -117.97 17554.53 30.97% 31.71% 14.33%
2026-03 -1.46% +157.08% 0.15% +1.80% 1.45 3.22% -105.30 17218.35 30.47% 32.02% 13.81%
2026-02 +0.55% +160.89% 0.15% +2.04% 1.88 3.12% -191.82 17586.48 31.47% 32.42% 15.50%
2026-01 +1.62% +159.46% 0.15% +2.16% 1.90 3.12% -115.02 17666.36 30.64% 32.06% 15.37%
2025-12 +0.73% +155.32% 0.15% +2.16% 1.82 3.08% +28.65 10091.47 32.16% 30.37% 18.07%
2025-11 +1.19% +153.47% 0.15% +2.28% 1.84 3.12% +25.07 9991.29 29.48% 27.48% 16.45%
2025-10 +0.77% +150.49% 0.15% +2.16% 1.77 3.46% +0.98 9843.81 28.63% 27.50% 16.24%
2025-09 +1.74% +148.58% 0.15% +2.16% 1.76 3.46% -56.42 9770.84 28.06% 27.35% 16.75%
2025-08 +0.94% +144.33% 0.15% +2.04% 1.60 3.53% +64.60 9660.18 27.60% 27.40% 15.84%
2025-07 +0.76% +142.05% 0.15% +2.04% 1.60 3.57% +30.43 9504.61 27.66% 27.72% 16.11%
2025-06 +1.97% +140.22% 0.15% +2.04% 1.62 3.64% +31.94 9402.85 27.58% 28.73% 16.77%
2025-05 +1.68% +135.58% 0.15% +2.52% 1.48 3.64% +37.79 9187.81 27.21% 29.33% 16.45%
2025-04 +0.90% +131.69% 0.15% +2.52% 1.41 3.60% +56.42 8998.58 26.84% 30.70% 15.97%
2025-03 -0.29% +129.62% 0.15% +2.64% 1.41 3.98% +35.83 8860.46 26.56% 30.59% 16.93%
2025-02 +0.14% +130.29% 0.15% +1.68% 1.01 5.54% +36.23 8873.72 26.59% 29.31% 16.70%
2025-01 +0.83% +129.97% 0.15% +1.68% 0.97 5.68% +36.46 8794.32 26.41% 29.07% 17.14%
2024-12 +0.59% +128.08% 0.16% +1.68% 0.95 5.68% +46.76 8692.33 25.99% 29.61% 17.67%
2024-11 +1.29% +126.74% 0.16% +1.80% 0.96 5.68% +28.96 8605.51 25.64% 29.54% 16.40%
2024-10 +0.27% +123.85% 0.16% +1.92% 0.92 5.68% +56.54 8455.49 25.74% 30.77% 17.39%
2024-09 +1.47% +123.25% 0.16% +1.92% 0.96 5.68% +67.77 8375.69 25.88% 30.60% 18.04%
2024-08 +0.88% +120.01% 0.16% 0.88 5.68% +69.59 8194.05 24.96% 31.27% 17.89%
2024-07 +0.97% +118.10% 0.16% +2.04% 0.87 5.68% +113.99 8045.60 24.97% 30.89% 18.19%
2024-06 +0.59% +116.00% 0.16% +2.04% 0.85 5.68% +70.35 7855.17 24.72% 30.63% 19.05%
2024-05 +0.80% +114.73% 0.16% +2.04% 0.87 5.72% +77.07 7744.97 24.92% 30.68% 17.74%
2024-04 -0.40% +113.03% 0.16% +2.16% 0.84 5.75% +59.62 7600.00 24.80% 30.27% 17.37%
2024-03 +1.62% +113.88% 0.16% +2.16% 0.93 5.75% +64.27 7570.39 25.43% 30.77% 17.92%
2024-02 +1.24% +110.47% 0.16% +2.16% 0.88 5.72% +74.90 7385.57 24.52% 30.31% 16.90%
2024-01 +0.20% +107.90% 0.16% +2.40% 0.85 5.72% +67.01 7219.12 23.54% 30.60% 16.30%
2023-12 +1.21% +107.48% 0.16% +2.28% 0.90 5.75% +73.84 7138.36 23.74% 30.88% 16.82%
2023-11 +1.79% +105.00% 0.16% +2.52% 0.80 5.89% +62.89 6978.98 23.25% 31.86% 16.08%
2023-10 -1.32% +101.40% 0.16% +2.76% 0.74 5.85% +62.56 6793.57 22.51% 31.59% 16.06%
2023-09 -0.33% +104.09% 0.16% +2.52% 0.84 5.89% +48.63 6816.18 23.28% 32.12% 18.21%
2023-08 +0.20% +104.77% 0.16% +2.40% 0.91 5.85% +59.01 6795.03 24.04% 31.14% 16.54%
2023-07 +1.65% +104.36% 0.16% +2.28% 0.94 5.85% +84.03 6721.91 24.68% 31.02% 16.80%
2023-06 +1.33% +101.04% 0.16% +2.40% 0.90 5.85% +73.96 6541.38 24.23% 31.81% 17.07%
2023-05 +0.93% +98.40% 0.16% +2.28% 0.85 5.85% +68.65 6370.45 23.89% 30.89% 16.18%
2023-04 +1.28% +96.57% 0.16% +2.16% 0.83 5.85% +64.31 6242.84 24.10% 30.77% 16.28%
2023-03 +0.28% +94.09% 0.16% +2.04% 0.79 5.85% +67.67 6117.18 24.16% 31.74% 15.74%
2023-02 -0.66% +93.55% 0.16% +2.28% 0.80 5.85% +54.26 6015.15 24.18% 31.92% 15.20%
2023-01 +1.48% +94.83% 0.16% +2.28% 0.86 5.85% +93.82 6000.08 24.29% 32.19% 16.06%
2022-12 -0.51% +91.99% 0.17% +2.40% 0.82 5.85% +86.95 5813.51 24.62% 32.81% 16.89%
2022-11 +1.06% +92.98% 0.17% +2.28% 0.89 5.82% +89.54 5762.57 25.30% 32.74% 17.14%
2022-10 +1.36% +90.95% 0.17% +2.04% 0.87 5.82% +80.99 5612.99 24.83% 32.30% 16.95%
2022-09 -2.29% +88.39% 0.17% +2.16% 0.82 5.82% +80.28 5456.33 24.64% 32.19% 16.09%
2022-08 -0.39% +92.81% 0.17% +2.16% 1.02 5.68% +89.82 5503.96 25.39% 31.29% 16.29%
2022-07 +1.83% +93.56% 0.17% +2.04% 1.08 5.68% +80.82 5436.02 26.39% 32.73% 17.66%
2022-06 -0.65% +90.08% 0.17% +2.16% 1.01 5.65% +74.10 5257.18 26.42% 33.55% 18.06%
2022-05 -1.22% +91.32% 0.17% +2.16% 1.07 5.61% +95.36 5216.13 27.59% 33.94% 19.73%
2022-04 -0.30% +93.69% 0.17% +1.92% 1.18 5.58% +49.88 5166.13 27.91% 32.50% 18.74%
2022-03 +0.68% +94.27% 0.17% +1.80% 1.23 5.54% +89.64 5149.58 28.42% 33.13% 20.16%
2022-02 -0.13% +92.96% 0.17% +1.80% 1.21 5.54% +65.49 5025.56 28.51% 33.81% 19.19%
2022-01 -0.57% +93.21% 0.17% +1.80% 1.24 5.54% +82.27 4966.24 28.61% 33.11% 18.92%
2021-12 +1.35% +94.32% 0.19% +1.80% 1.30 5.51% +80.09 4910.42 28.86% 30.20% 20.44%
2021-11 +0.21% +91.73% 0.19% +1.80% 1.25 5.51% +65.18 4767.41 29.57% 35.18% 20.66%
2021-10 +1.60% +91.33% 0.19% +1.92% 1.26 5.51% +73.40 4691.32 31.82% 35.92% 22.28%
2021-09 +0.02% +88.31% 0.19% +2.04% 1.19 5.51% +47.48 4545.07 31.52% 32.02% 22.92%
2021-08 +1.18% +88.28% 0.19% +2.04% 1.20 5.51% +51.73 4496.48 31.92% 35.95% 23.24%
2021-07 +0.35% +86.08% 0.19% +2.16% 1.15 5.51% +80.92 4382.88 31.53% 35.82% 22.75%
2021-06 +0.79% +85.43% 0.19% +2.16% 1.17 5.54% +38.57 4295.91 32.22% 33.11% 23.14%
2021-05 +1.21% +83.98% 0.19% +2.04% 1.13 5.54% +53.50 4223.63 32.39% 36.04% 22.35%
2021-04 +1.65% +81.78% 0.19% +2.16% 1.09 5.54% +39.03 4110.48 32.62% 36.25% 22.01%
2021-03 +1.60% +78.83% 0.19% +2.04% 1.03 5.51% +32.47 4013.73 32.12% 33.15% 22.19%
2021-02 +0.78% +76.01% 0.19% +2.16% 0.98 5.51% +38.16 3918.77 34.36% 39.03% 24.17%
2021-01 +1.14% +74.65% 0.19% +1.80% 0.93 5.51% +41.92 3850.56 33.74% 38.10% 23.97%
2020-12 +1.52% +72.68% 0.19% +1.92% 0.86 5.58% +55.61 3766.31 33.32% 33.49% 23.39%
2020-11 +4.09% +70.10% 0.19% +1.80% 0.78 5.58% +39.79 3654.21 32.84% 38.27% 24.03%
2020-10 +0.42% +63.41% 0.19% +1.92% 0.61 5.30% +36.14 3465.64 31.75% 37.96% 22.70%
2020-09 -1.00% +62.73% 0.19% +1.80% 0.62 5.37% +38.27 3421.73 31.90% 32.76% 21.49%
2020-08 +2.20% +64.37% 0.19% +1.80% 0.66 5.40% +55.58 3417.24 32.12% 38.34% 21.55%
2020-07 +2.11% +60.83% 0.19% +1.80% 0.54 5.37% +55.86 3287.08 31.95% 38.07% 21.04%
2020-06 -0.51% +57.51% 0.19% +1.80% 0.46 5.33% +54.05 3166.23 32.01% 35.48% 21.70%
2020-05 +1.24% +58.32% 0.19% +1.80% 0.46 5.40% +29.65 3128.64 32.07% 38.48% 22.02%
2020-04 +4.49% +56.38% 0.19% +1.56% 0.41 5.40% +39.64 3060.67 32.00% 37.26% 21.10%
2020-03 -7.88% +49.66% 0.19% +1.56% 0.20 5.06% +24.31 2890.94 31.45% 34.38% 19.85%
2020-02 -2.36% +62.46% 0.19% +2.40% 1.13 3.46% +41.63 3112.26 31.34% 34.52% 17.71%
2020-01 +0.27% +66.39% 0.19% +2.40% 1.60 3.36% +27.86 3133.03 31.93% 35.20% 19.72%
2019-12 +0.78% +65.94% 0.21% +2.40% 1.60 3.36% +55.04 3108.32 31.97% 33.82% 20.74%
2019-11 +0.82% +64.66% 0.21% +2.04% 1.49 3.43% +48.82 3027.54 30.33% 34.46% 21.39%
2019-10 +1.11% +63.32% 0.21% +2.04% 1.45 3.43% +48.11 2955.76 30.29% 34.57% 21.53%
2019-09 +1.21% +61.52% 0.21% +2.16% 1.39 3.43% +40.72 2865.70 30.05% 32.07% 21.32%
2019-08 -0.55% +59.59% 0.21% +2.04% 1.30 3.43% +50.56 2805.74 29.08% 33.73% 21.88%
2019-07 +0.22% +60.47% 0.21% +2.04% 1.44 3.43% +54.67 2765.35 29.70% 34.41% 22.28%
2019-06 +1.83% +60.12% 0.21% +1.92% 1.42 3.46% +54.07 2704.72 30.04% 33.70% 22.94%
2019-05 -0.52% +57.25% 0.21% +1.92% 1.30 3.39% +34.15 2600.97 29.59% 34.38% 22.41%
2019-04 +1.60% +58.07% 0.21% +1.92% 1.41 3.39% +50.57 2581.93 29.78% 34.83% 22.76%
2019-03 +0.64% +55.58% 0.21% +1.92% 1.30 3.36% +52.18 2491.03 29.86% 33.39% 22.67%
2019-02 +1.01% +54.59% 0.21% +1.92% 1.27 3.36% +45.84 2423.26 29.71% 34.55% 22.91%
2019-01 +2.15% +53.04% 0.21% +1.92% 1.22 3.36% +51.99 2352.74 30.09% 34.92% 23.36%
2018-12 -2.34% +49.82% 0.22% +1.80% 1.07 3.29% +49.88 2252.34 29.91% 34.41% 23.36%
2018-11 +0.65% +53.41% 0.22% +2.04% 1.51 3.05% +56.62 2255.39 30.73% 35.09% 23.39%
2018-10 -1.38% +52.42% 0.22% +1.92% 1.50 3.08% +55.70 2183.40 29.89% 35.04% 23.40%
2018-09 +0.14% +54.55% 0.22% +2.16% 1.83 3.01% +22.46 2164.48 31.55% 35.42% 24.09%
2018-08 +0.87% +54.34% 0.22% +2.16% 1.88 3.08% +46.90 2133.74 31.67% 35.27% 23.62%
2018-07 +1.40% +53.01% 0.22% +2.16% 1.77 3.12% +41.21 2067.86 31.01% 35.78% 23.74%
2018-06 +0.04% +50.89% 0.22% +2.16% 1.70 3.15% +45.71 2000.74 30.02% 35.14% 23.39%
2018-05 +0.08% +50.83% 0.22% +2.28% 1.64 3.22% +83.18 1952.10 28.58% 33.23% 21.28%
2018-04 +0.87% +50.71% 0.22% +2.40% 1.69 3.22% +37.74 1867.64 29.42% 34.14% 21.02%
2018-03 -0.28% +49.41% 0.22% +2.40% 1.63 3.22% +34.09 1814.04 28.73% 33.95% 21.05%
2018-02 -0.71% +49.83% 0.22% +2.40% 1.71 3.22% +42.88 1785.04 29.86% 33.73% 20.49%
2018-01 +1.41% +50.90% 0.22% +2.40% 1.89 3.19% +44.48 1751.20 30.16% 32.01% 20.93%
2017-12 +0.66% +48.81% 0.24% +2.28% 1.79 3.15% +46.67 1683.18 29.65% 30.02% 20.05%
2017-11 +0.67% +47.83% 0.24% +2.40% 1.73 3.15% +36.89 1641.12 30.20% 31.10% 21.24%
2017-10 +0.91% +46.85% 0.24% +2.52% 1.69 3.15% +37.59 1578.46 30.21% 31.43% 20.98%
2017-09 +0.59% +45.52% 0.24% +2.40% 1.63 3.15% +30.10 1526.83 30.24% 28.41% 20.13%
2017-08 +0.62% +44.67% 0.24% +2.40% 1.63 3.22% +72.21 1486.38 29.94% 30.82% 20.62%
2017-07 +0.99% +43.78% 0.24% +2.40% 1.59 3.22% +34.51 1406.49 29.60% 29.46% 19.89%
2017-06 +0.01% +42.37% 0.24% +2.40% 1.55 3.26% +41.28 1358.20 29.99% 28.23% 20.15%
2017-05 +0.69% +42.35% 0.24% +2.52% 1.58 3.26% +37.67 1316.36 29.84% 29.45% 19.39%
2017-04 +0.93% +41.38% 0.24% +2.52% 1.43 3.39% +20.31 1270.82 29.38% 29.04% 20.63%
2017-03 +0.41% +40.08% 0.24% +2.52% 1.39 3.39% +31.32 1237.88 29.66% 28.63% 21.41%
2017-02 +0.48% +39.50% 0.24% +2.40% 1.38 3.39% +28.52 1202.38 29.38% 28.31% 19.87%
2017-01 +0.11% +38.84% 0.24% +2.40% 1.36 3.39% +30.28 1167.98 29.76% 29.01% 20.07%
2016-12 +0.89% +38.68% 0.25% +2.52% 1.41 3.46% +30.97 1136.87 29.24% 27.69% 20.05%
2016-11 +0.71% +37.46% 0.25% +2.52% 1.36 3.46% +48.70 1096.55 29.20% 27.45% 20.63%
2016-10 +0.18% +36.49% 0.25% +2.28% 1.27 3.50% +31.13 1040.08 28.45% 27.43% 20.24%
2016-09 -0.38% +36.25% 0.25% +2.28% 1.31 3.60% +69.84 1006.55 28.60% 27.70% 20.37%
2016-08 +0.26% +36.77% 0.25% +2.04% 1.31 3.67% +16.74 940.47 28.77% 27.81% 20.25%
2016-07 +1.91% +36.41% 0.25% +1.92% 1.21 3.85% +36.07 921.08 28.72% 27.59% 20.55%
2016-06 -0.34% +33.85% 0.25% +1.80% 1.07 3.78% +28.03 869.58 28.78% 27.30% 20.44%
2016-05 +0.94% +34.31% 0.25% +1.80% 1.09 3.81% 846.63
2016-04 +0.69% +33.06% 0.25% +1.68% 1.00 3.81% 794.74
2016-03 +1.11% +32.15% 0.25% +1.80% 0.95 3.81% 586.89
2016-02 -0.47% +30.70% 0.25% +1.92% 0.86 3.81% 549.22
2016-01 -1.18% +31.32% 0.25% 536.44
2015-12 -0.79% +32.88% 0.28% 529.13
2015-11 +0.09% +33.94% 0.28% 514.47
2015-10 +2.08% +33.82% 0.28% 502.03
2015-09 -1.47% +31.09% 0.28% 467.35
2015-08 -1.25% +33.05% 0.28% 459.88
2015-07 +1.46% +34.73% 0.28% 451.93
2015-06 -1.84% +32.80% 0.28% 425.05
2015-05 +0.69% +35.28% 0.28% 417.25
2015-04 +0.38% +34.36% 0.28% 401.43
2015-03 +0.33% +33.85% 0.28% 394.97
2015-02 +2.50% +33.41% 0.28% 371.17
2015-01 +0.63% +30.16% 0.28% 347.85
2014-12 -1.13% +29.34% 0.29% 329.88
2014-11 +0.94% +30.82% 0.29% 319.71
2014-10 +0.64% +29.60% 0.29% 306.08
2014-09 +0.42% +28.78% 0.29% 296.02
2014-08 +1.80% +28.24% 0.29% 286.78
2014-07 -0.07% +25.97% 0.29% 272.04
2014-06 +0.08% +26.06% 0.29% 259.81
2014-05 +1.17% +25.96% 0.29% 249.00
2014-04 +0.17% +24.50% 0.29% 239.11
2014-03 +0.72% +24.29% 0.29% 229.65
2014-02 +1.53% +23.40% 0.29% 215.20
2014-01 +0.13% +21.54% 0.29% 201.44
2013-12 -0.20% +21.38% 0.31% 189.09
2013-11 +1.56% +21.63% 0.31% 176.05
2013-10 +1.14% +19.76% 0.31% 164.88
2013-09 +2.06% +18.41% 0.31% 152.26
2013-08 -0.49% +16.02% 0.31% 144.10
2013-07 +1.81% +16.59% 0.31% 137.59
2013-06 -1.12% +14.52% 0.31% 129.85
2013-05 +1.21% +15.81% 0.31% 123.10
2013-04 +0.91% +14.43% 0.31% 114.77
2013-03 +0.63% +13.40% 0.31% 108.29
2013-02 +0.95% +12.69% 0.31% 100.56
2013-01 +0.81% +11.63% 0.31% 92.41
2012-12 +0.08% +10.73% 0.33% 81.93
2012-11 +0.68% +10.64% 0.33% 72.69
2012-10 +0.99% +9.89% 0.33% 64.83
2012-09 +1.82% +8.82% 0.33% 61.09
2012-08 +0.50% +6.87% 0.33% 57.84
2012-07 +1.98% +6.34% 0.33% 52.00
2012-06 +0.60% +4.28% 0.33% 45.73
2012-05 -1.51% +3.65% 0.33% 40.20
2012-04 +1.23% +5.24% 0.33% 36.87
2012-03 +0.83% +3.96% 0.33% 34.05
2012-02 +0.91% +3.11% 0.33% 31.87
2012-01 +1.97% +2.18% 0.33% 28.08
2011-12 +0.83% +0.20% 21.37
2011-11 -0.62% -0.62% 16.63

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.