נתונים היסטוריים · פנסיה

מנורה מבטחים פנסיה - מסלול יעד לפרישה 2040

נתונים היסטוריים מלאים עבור מנורה מבטחים פנסיה - מסלול יעד לפרישה 2040, 175 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2015 | שם קרן: מנורה מבטחים פנסיה - מסלול יעד לפרישה 2040 | 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 +2.20%
תשואה מצטברת מההתחלה +219.23%
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 +2.20% +219.23% 0.15% +2.28% 1.62 4.92% +34.29 21038.76 49.14% 37.07% 18.33%
2026-04 +3.77% +212.36% 0.15% +1.68% 1.54 4.88% +47.24 20552.48 48.10% 36.42% 18.24%
2026-03 -2.20% +201.01% 0.15% +1.56% 1.43 4.75% +33.42 19759.15 48.02% 36.97% 17.62%
2026-02 +0.72% +207.79% 0.15% +1.80% 1.83 4.57% +6.28 20176.27 49.51% 37.82% 19.05%
2026-01 +2.34% +205.59% 0.15% +2.04% 1.84 4.57% +38.86 19999.22 48.87% 37.88% 19.20%
2025-12 +1.12% +198.60% 0.15% +2.04% 1.76 4.54% +50.67 19523.05 48.25% 38.33% 20.26%
2025-11 +1.63% +195.29% 0.15% +2.16% 1.75 4.57% +26.56 19261.20 48.32% 38.03% 20.64%
2025-10 +1.06% +190.56% 0.15% +2.04% 1.70 5.02% +43.33 18914.45 47.57% 38.09% 20.75%
2025-09 +2.48% +187.51% 0.15% +2.04% 1.68 5.02% +35.92 18679.12 47.08% 37.99% 21.47%
2025-08 +1.15% +180.55% 0.15% +1.92% 1.52 5.06% +1.33 18200.95 46.96% 38.54% 20.91%
2025-07 +1.04% +177.36% 0.15% +1.92% 1.52 5.13% +47.78 17989.95 46.83% 39.11% 21.58%
2025-06 +2.82% +174.51% 0.15% +1.92% 1.53 5.16% +76.64 17756.41 46.63% 39.61% 22.92%
2025-05 +2.68% +166.98% 0.15% +2.52% 1.40 5.13% +31.91 17191.21 46.42% 41.41% 22.45%
2025-04 +1.11% +160.01% 0.15% +2.52% 1.30 5.06% +30.40 16711.66 46.10% 43.26% 21.55%
2025-03 -0.74% +157.15% 0.15% +2.64% 1.31 5.47% +60.84 16496.16 45.49% 42.63% 22.59%
2025-02 -0.27% +159.07% 0.15% +1.92% 1.03 7.07% +56.67 16620.37 45.12% 40.59% 22.27%
2025-01 +1.33% +159.77% 0.15% +2.04% 1.00 7.27% +38.30 16523.55 46.29% 41.47% 23.85%
2024-12 +0.70% +156.36% 0.16% +1.92% 0.96 7.27% +43.97 16289.03 45.23% 41.53% 24.36%
2024-11 +1.65% +154.58% 0.16% +2.16% 0.97 7.27% +41.71 16164.85 44.52% 41.15% 22.60%
2024-10 +0.30% +150.45% 0.16% +2.16% 0.93 7.27% +70.15 15827.72 44.83% 42.94% 23.92%
2024-09 +1.93% +149.70% 0.16% +2.16% 0.97 7.27% +70.76 15710.12 44.98% 42.53% 24.93%
2024-08 +0.88% +144.97% 0.16% 0.89 7.27% +98.08 15367.32 43.61% 43.53% 24.86%
2024-07 +1.14% +142.83% 0.16% +2.28% 0.88 7.31% +92.61 15108.46 43.57% 42.99% 25.31%
2024-06 +0.78% +140.10% 0.16% +2.52% 0.86 7.31% +54.25 14846.88 43.06% 42.60% 27.17%
2024-05 +1.27% +138.24% 0.16% +2.52% 0.88 7.34% +79.56 14698.76 43.24% 42.22% 24.49%
2024-04 -0.78% +135.25% 0.16% +2.52% 0.82 7.38% +73.75 14414.47 43.04% 41.77% 23.65%
2024-03 +2.29% +137.10% 0.16% +2.52% 0.93 7.38% +73.93 14453.14 43.82% 41.60% 25.98%
2024-02 +2.00% +131.79% 0.16% +2.52% 0.85 7.34% +129.25 14056.06 42.29% 40.69% 24.21%
2024-01 +0.13% +127.25% 0.16% +2.64% 0.80 7.34% +97.08 13650.42 41.25% 41.40% 23.84%
2023-12 +1.68% +126.95% 0.16% +2.76% 0.86 7.41% +100.22 13537.59 41.48% 41.56% 24.27%
2023-11 +2.20% +123.20% 0.16% +2.88% 0.74 7.66% +79.63 13213.41 40.65% 42.69% 23.00%
2023-10 -1.86% +118.40% 0.16% +3.12% 0.68 7.62% +115.35 12850.67 39.28% 41.94% 22.72%
2023-09 -0.54% +122.54% 0.16% +2.64% 0.77 7.66% +79.40 12961.73 40.43% 42.85% 24.93%
2023-08 -0.16% +123.75% 0.16% +2.52% 0.83 7.62% +101.48 12968.40 41.63% 41.71% 23.18%
2023-07 +2.53% +124.10% 0.16% +2.52% 0.89 7.62% +115.14 12885.83 42.16% 41.26% 23.47%
2023-06 +1.89% +118.57% 0.16% +2.64% 0.82 7.62% +86.01 12491.98 41.51% 42.19% 23.58%
2023-05 +0.81% +114.52% 0.16% +2.40% 0.76 7.59% +103.20 12137.46 40.49% 40.55% 22.10%
2023-04 +1.64% +112.80% 0.16% +2.28% 0.75 7.59% +98.06 11937.01 40.71% 40.60% 21.75%
2023-03 +0.22% +109.36% 0.16% +2.16% 0.71 7.59% +109.96 11697.98 40.79% 42.29% 21.75%
2023-02 -0.90% +108.90% 0.16% +2.40% 0.72 7.59% +109.12 11511.79 40.79% 41.56% 20.84%
2023-01 +1.95% +110.80% 0.16% +2.40% 0.77 7.62% +124.65 11502.06 40.91% 41.75% 21.17%
2022-12 -1.06% +106.77% 0.17% +2.40% 0.73 7.62% +123.88 11143.29 40.63% 41.74% 20.09%
2022-11 +1.40% +108.98% 0.17% +2.40% 0.82 7.59% +137.30 11154.77 41.39% 40.78% 19.84%
2022-10 +2.01% +106.10% 0.17% +2.16% 0.79 7.59% +113.92 10864.59 40.61% 39.79% 19.18%
2022-09 -3.44% +102.04% 0.17% +2.28% 0.73 7.55% +120.38 10525.94 39.71% 38.90% 17.84%
2022-08 -0.50% +109.23% 0.17% +2.28% 0.96 7.34% +123.78 10789.83 40.86% 37.49% 18.23%
2022-07 +2.72% +110.29% 0.17% +2.28% 1.01 7.31% +143.86 10720.25 42.23% 39.67% 20.00%
2022-06 -1.64% +104.72% 0.17% +2.28% 0.92 7.24% +138.71 10292.60 42.54% 40.67% 20.76%
2022-05 -1.69% +108.13% 0.17% +2.52% 1.03 7.21% +144.55 10321.72 43.05% 41.06% 20.23%
2022-04 -0.75% +111.71% 0.17% +2.28% 1.15 7.10% +105.78 10293.84 43.46% 38.98% 19.49%
2022-03 +0.99% +113.31% 0.17% +2.28% 1.22 7.07% +178.74 10322.11 43.37% 39.12% 21.41%
2022-02 -0.13% +111.22% 0.17% +2.28% 1.19 7.07% +115.32 10042.72 42.34% 38.52% 19.14%
2022-01 -0.68% +111.49% 0.17% +2.52% 1.22 7.07% +138.11 9939.67 42.56% 37.47% 20.31%
2021-12 +1.86% +112.94% 0.19% +2.52% 1.28 7.07% +131.92 9864.84 41.20% 31.76% 20.98%
2021-11 +0.15% +109.05% 0.19% +2.64% 1.22 7.03% +107.03 9558.33 41.60% 37.79% 20.95%
2021-10 +2.11% +108.74% 0.19% +3.00% 1.25 7.03% +136.66 9436.85 42.37% 38.24% 22.28%
2021-09 -0.18% +104.43% 0.19% +3.00% 1.17 7.03% +93.15 9106.71 42.48% 33.61% 22.47%
2021-08 +1.39% +104.79% 0.19% +3.12% 1.19 7.03% +133.11 9029.74 42.93% 38.96% 23.19%
2021-07 +0.38% +101.99% 0.19% +3.36% 1.14 7.03% +110.75 8749.02 43.32% 39.56% 23.06%
2021-06 +0.84% +101.22% 0.19% +3.36% 1.17 7.07% +81.14 8629.64 44.03% 35.49% 23.10%
2021-05 +1.23% +99.55% 0.19% +3.12% 1.13 7.10% +87.08 8476.84 44.30% 39.75% 21.34%
2021-04 +2.26% +97.12% 0.19% +3.36% 1.10 7.10% +78.58 8261.12 44.58% 39.97% 20.93%
2021-03 +1.81% +92.76% 0.19% +3.24% 1.03 7.07% +75.05 8025.27 45.94% 37.18% 22.28%
2021-02 +1.13% +89.34% 0.19% +3.36% 0.99 7.07% +94.74 7808.86 47.46% 44.30% 24.10%
2021-01 +1.25% +87.22% 0.19% +3.00% 0.94 7.10% +132.53 7628.17 46.85% 43.20% 23.75%
2020-12 +2.13% +84.91% 0.19% +3.12% 0.86 7.17% +141.24 7404.09 47.02% 37.25% 23.97%
2020-11 +5.47% +81.05% 0.19% +3.00% 0.78 7.17% +86.32 7109.17 46.87% 44.14% 24.93%
2020-10 +0.51% +71.66% 0.19% +3.12% 0.60 6.82% +93.62 6637.64 46.01% 43.85% 22.66%
2020-09 -1.38% +70.79% 0.19% +3.00% 0.61 6.89% +77.39 6531.38 45.89% 36.17% 23.19%
2020-08 +2.63% +73.18% 0.19% +3.12% 0.66 6.89% +132.81 6543.51 45.62% 44.27% 23.60%
2020-07 +2.48% +68.75% 0.19% +3.00% 0.53 6.93% +97.52 6239.32 46.30% 44.07% 22.75%
2020-06 -0.28% +64.66% 0.19% +3.00% 0.46 6.86% +110.17 5999.05 45.75% 37.98% 22.35%
2020-05 +1.47% +65.12% 0.19% +2.76% 0.45 6.93% +65.93 5906.43 46.79% 42.89% 22.34%
2020-04 +5.45% +62.73% 0.19% +2.52% 0.40 6.93% +57.60 5754.41 46.66% 41.59% 21.53%
2020-03 -9.26% +54.32% 0.19% +2.52% 0.19 6.51% +70.05 5401.94 46.16% 36.69% 19.46%
2020-02 -3.34% +70.07% 0.19% +2.88% 0.95 4.88% +82.63 5871.37 46.21% 38.24% 17.36%
2020-01 +0.24% +75.95% 0.19% +2.88% 1.37 4.71% +87.41 5962.98 46.92% 38.88% 20.33%
2019-12 +1.02% +75.53% 0.21% +2.88% 1.38 4.71% +95.92 5892.49 47.42% 35.93% 20.23%
2019-11 +1.30% +73.75% 0.21% +2.52% 1.29 4.75% +113.42 5731.22 49.85% 39.63% 21.39%
2019-10 +1.43% +71.52% 0.21% +2.40% 1.24 4.75% +97.38 5550.18 50.19% 40.01% 21.62%
2019-09 +1.65% +69.10% 0.21% +2.64% 1.17 4.71% +107.40 5353.60 50.04% 35.95% 21.55%
2019-08 -0.88% +66.36% 0.21% +2.40% 1.08 4.68% +110.68 5193.72 48.64% 38.73% 22.01%
2019-07 +0.36% +67.84% 0.21% +2.40% 1.21 4.71% +100.62 5115.95 48.90% 39.55% 22.33%
2019-06 +2.42% +67.24% 0.21% +2.40% 1.19 4.71% +102.00 4997.09 49.06% 37.58% 23.22%
2019-05 -1.09% +63.28% 0.21% +2.40% 1.07 4.61% +70.43 4770.36 48.54% 39.52% 22.03%
2019-04 +2.22% +65.08% 0.21% +2.40% 1.20 4.57% +96.18 4759.40 49.54% 40.75% 23.25%
2019-03 +0.60% +61.50% 0.21% +2.40% 1.08 4.50% +109.32 4561.35 49.53% 37.41% 22.92%
2019-02 +1.26% +60.53% 0.21% +2.28% 1.06 4.50% +82.51 4425.00 49.31% 40.51% 23.14%
2019-01 +3.09% +58.54% 0.21% +2.28% 1.02 4.54% +104.20 4286.84 49.76% 40.73% 23.33%
2018-12 -3.69% +53.78% 0.22% +2.16% 0.86 4.40% +103.07 4056.75 49.03% 39.49% 22.92%
2018-11 +1.13% +59.68% 0.22% +2.52% 1.34 3.98% +120.42 4107.89 49.76% 40.73% 24.53%
2018-10 -2.26% +57.89% 0.22% +2.28% 1.30 4.02% +111.25 3939.24 48.48% 40.11% 23.78%
2018-09 +0.05% +61.54% 0.22% +2.76% 1.69 3.85% +43.88 3929.65 47.79% 38.60% 24.07%
2018-08 +1.40% +61.46% 0.22% +2.76% 1.75 3.91% +102.54 3871.82 48.37% 38.50% 23.56%
2018-07 +1.77% +59.23% 0.22% +2.76% 1.63 3.91% +70.61 3716.91 49.10% 39.85% 23.92%
2018-06 -0.19% +56.46% 0.22% +2.64% 1.55 3.95% +88.04 3587.23 46.82% 37.50% 21.89%
2018-05 +0.51% +56.76% 0.22% +3.00% 1.54 3.98% +172.18 3501.31 48.14% 37.60% 21.66%
2018-04 +1.12% +55.97% 0.22% +3.00% 1.54 4.02% +83.25 3312.20 49.09% 38.65% 21.11%
2018-03 -0.69% +54.24% 0.22% +3.00% 1.47 4.02% +55.54 3192.91 48.60% 38.13% 20.89%
2018-02 -1.11% +55.31% 0.22% +3.00% 1.59 3.98% +90.26 3159.75 49.47% 37.28% 20.28%
2018-01 +2.17% +57.05% 0.22% +3.00% 1.79 3.91% +99.13 3098.92 49.82% 36.65% 20.23%
2017-12 +0.91% +53.72% 0.24% +2.76% 1.68 3.85% +117.72 2936.39 49.11% 32.90% 19.95%
2017-11 +0.79% +52.33% 0.24% +2.88% 1.60 3.85% +88.20 2817.07 49.79% 35.57% 20.80%
2017-10 +1.25% +51.14% 0.24% +3.00% 1.56 3.85% +89.77 2683.26 50.15% 35.74% 20.41%
2017-09 +0.97% +49.27% 0.24% +2.88% 1.49 3.85% +65.03 2561.37 50.27% 32.51% 20.43%
2017-08 +0.55% +47.84% 0.24% +2.76% 1.46 3.88% +137.94 2469.34 49.74% 36.01% 20.57%
2017-07 +1.09% +47.03% 0.24% +2.76% 1.44 3.88% +69.65 2319.79 49.26% 34.97% 19.80%
2017-06 +0.13% +45.44% 0.24% +2.76% 1.40 3.91% +81.50 2225.66 49.86% 32.51% 20.29%
2017-05 +0.87% +45.26% 0.24% +2.76% 1.42 3.91% +70.68 2140.13 49.72% 34.82% 19.60%
2017-04 +0.97% +44.00% 0.24% +2.88% 1.28 4.05% +45.27 2052.97 49.65% 34.37% 19.97%
2017-03 +0.50% +42.62% 0.24% +2.76% 1.24 4.05% +60.71 1986.57 49.73% 34.15% 21.06%
2017-02 +0.91% +41.91% 0.24% +2.64% 1.23 4.05% +51.62 1918.16 48.54% 32.74% 19.74%
2017-01 +0.11% +40.63% 0.24% +2.52% 1.19 4.05% +58.93 1849.39 49.73% 33.96% 21.91%
2016-12 +1.22% +40.48% 0.25% +2.64% 1.23 4.09% +49.41 1787.87 49.33% 34.25% 22.13%
2016-11 +1.51% +38.78% 0.25% +2.64% 1.16 4.09% +76.58 1718.27 49.37% 34.27% 23.04%
2016-10 -0.13% +36.72% 0.25% +2.16% 1.04 4.09% +45.68 1616.78 48.29% 34.12% 22.19%
2016-09 -0.39% +36.90% 0.25% +2.16% 1.11 4.23% +99.60 1572.11 48.43% 34.82% 22.71%
2016-08 +0.38% +37.43% 0.25% +2.04% 1.10 4.30% +37.03 1478.49 48.70% 34.70% 22.28%
2016-07 +2.55% +36.91% 0.25% +1.80% 1.02 4.43% +60.79 1436.34 49.18% 34.75% 23.45%
2016-06 -0.96% +33.51% 0.25% +1.68% 0.87 4.33% +53.51 1341.79 48.81% 34.10% 22.06%
2016-05 +1.24% +34.80% 0.25% +1.80% 0.95 4.33% 1303.07
2016-04 +0.69% +33.15% 0.25% +1.68% 0.84 4.33% 1218.35
2016-03 +1.64% +32.24% 0.25% +1.56% 0.80 4.33% 836.49
2016-02 -0.97% +30.10% 0.25% +1.68% 0.69 4.30% 790.86
2016-01 -1.87% +31.38% 0.25% 774.46
2015-12 -0.94% +33.88% 0.28% 761.26
2015-11 +0.14% +35.15% 0.28% 738.64
2015-10 +2.51% +34.96% 0.28% 716.72
2015-09 -1.85% +31.66% 0.28% 656.62
2015-08 -1.92% +34.14% 0.28% 650.39
2015-07 +1.61% +36.77% 0.28% 631.68
2015-06 -1.95% +34.60% 0.28% 591.90
2015-05 +0.84% +37.28% 0.28% 572.04
2015-04 +0.35% +36.13% 0.28% 547.38
2015-03 +0.58% +35.66% 0.28% 527.92
2015-02 +2.82% +34.88% 0.28% 497.55
2015-01 +0.51% +31.18% 0.28% 460.95
2014-12 -1.10% +30.51% 0.29% 436.97
2014-11 +1.09% +31.96% 0.29% 416.86
2014-10 +0.56% +30.54% 0.29% 393.76
2014-09 +0.48% +29.81% 0.29% 380.08
2014-08 +1.89% +29.19% 0.29% 363.08
2014-07 -0.15% +26.80% 0.29% 340.50
2014-06 +0.15% +26.99% 0.29% 326.30
2014-05 +1.22% +26.80% 0.29% 312.68
2014-04 +0.09% +25.27% 0.29% 302.90
2014-03 +0.74% +25.16% 0.29% 288.09
2014-02 +1.86% +24.24% 0.29% 267.95
2014-01 -0.05% +21.97% 0.29% 246.84
2013-12 -0.16% +22.03% 0.31% 229.37
2013-11 +1.72% +22.22% 0.31% 213.98
2013-10 +1.28% +20.16% 0.31% 197.71
2013-09 +2.26% +18.64% 0.31% 181.02
2013-08 -0.57% +16.02% 0.31% 170.27
2013-07 +1.87% +16.68% 0.31% 160.74
2013-06 -1.20% +14.54% 0.31% 146.91
2013-05 +1.29% +15.93% 0.31% 137.85
2013-04 +0.81% +14.45% 0.31% 126.27
2013-03 +0.69% +13.53% 0.31% 113.14
2013-02 +1.06% +12.76% 0.31% 105.17
2013-01 +0.90% +11.57% 0.31% 97.34
2012-12 -0.03% +10.58% 0.33% 85.72
2012-11 +0.74% +10.61% 0.33% 76.10
2012-10 +0.86% +9.80% 0.33% 66.71
2012-09 +1.88% +8.86% 0.33% 62.16
2012-08 +0.55% +6.85% 0.33% 58.77
2012-07 +1.99% +6.27% 0.33% 53.41
2012-06 +0.72% +4.20% 0.33% 47.31
2012-05 -1.79% +3.45% 0.33% 41.38
2012-04 +1.18% +5.34% 0.33% 38.43
2012-03 +0.94% +4.11% 0.33% 34.92
2012-02 +0.94% +3.14% 0.33% 30.96
2012-01 +2.04% +2.18% 0.33% 27.00
2011-12 +0.70% +0.14% 21.04
2011-11 -0.56% -0.56% 16.69

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.