נתונים היסטוריים · פנסיה

מיטב פנסיה כללית הלכה

נתונים היסטוריים מלאים עבור מיטב פנסיה כללית הלכה, 160 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2159 | שם קרן: מיטב פנסיה כללית הלכה | סיווג קרן: קרנות כלליות | 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 מדדים
חודשים בטווח 160
תשואה חודשית אחרונה +1.68%
תשואה מצטברת מההתחלה +84.42%
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 +1.68% +84.42% 0.14% +0.24% 0.99 5.75% +0.33 9.69 44.27% 30.55% 13.31%
2026-04 +3.61% +81.37% 0.14% +0.00% 0.95 5.75% +0.14 9.21 46.25% 32.46% 15.20%
2026-03 -2.79% +75.05% 0.14% -0.12% 0.82 5.61% +0.02 8.75 46.74% 34.06% 17.49%
2026-02 +0.82% +80.08% 0.14% +0.12% 1.15 5.44% -0.94 8.98 49.33% 34.41% 18.60%
2026-01 +1.62% +78.61% 0.14% +0.36% 1.13 5.44% +0.45 9.84 44.31% 31.10% 16.77%
2025-12 +1.15% +75.76% 0.16% +0.24% 1.07 5.40% -0.13 9.24 44.16% 31.82% 15.15%
2025-11 +0.59% +73.77% 0.16% +0.36% 1.06 5.44% +0.85 9.26 41.36% 26.46% 14.79%
2025-10 +1.57% +72.75% 0.16% +0.48% 1.11 5.58% +0.11 8.36 45.45% 32.89% 16.87%
2025-09 +1.78% +70.08% 0.16% +0.24% 1.03 5.61% +0.00 8.13 45.88% 33.46% 19.07%
2025-08 +1.00% +67.10% 0.16% +0.12% 0.90 5.72% -0.01 7.98 45.24% 33.46% 16.29%
2025-07 +0.82% +65.45% 0.16% -0.12% 0.88 5.72% -0.17 7.92 44.82% 33.08% 16.41%
2025-06 +3.09% +64.10% 0.16% -0.12% 0.87 5.68% -0.04 8.03 43.96% 32.63% 16.44%
2025-05 +2.08% +59.18% 0.16% -0.36% 0.70 5.65% +0.14 7.83 43.42% 33.46% 14.43%
2025-04 +1.55% +55.94% 0.16% -0.48% 0.62 5.61% +0.71 7.53 43.56% 34.40% 14.74%
2025-03 -1.33% +53.56% 0.16% -0.48% 0.60 5.75% +0.32 6.70 43.13% 33.43% 15.52%
2025-02 +0.17% +55.63% 0.16% +0.12% 0.57 6.48% +0.12 6.47 41.58% 33.08% 15.92%
2025-01 +1.29% +55.37% 0.16% +0.72% 0.57 6.48% +0.08 6.33 43.29% 34.60% 15.96%
2024-12 +0.51% +53.39% 0.20% +0.48% 0.52 6.48% +0.42 6.17 43.27% 35.17% 17.50%
2024-11 +1.96% +52.61% 0.20% +0.48% 0.52 6.48% +0.04 5.72 46.33% 35.31% 16.78%
2024-10 +0.45% +49.67% 0.20% +0.48% 0.44 6.44% +0.23 5.57 42.73% 28.19% 17.77%
2024-09 +1.23% +49.00% 0.20% +0.36% 0.46 6.44% +0.00 5.32 44.36% 29.51% 18.42%
2024-08 +1.60% +47.19% 0.20% 0.37 6.44% +0.02 5.25 43.62% 28.95% 17.90%
2024-07 +1.36% +44.88% 0.20% +0.24% 0.36 6.44% +0.22 5.14 43.97% 30.35% 18.68%
2024-06 +0.81% +42.93% 0.20% +0.24% 0.32 6.44% -0.03 4.85 45.98% 31.75% 22.27%
2024-05 +0.84% +41.78% 0.20% +0.00% 0.32 6.44% +0.18 4.84 45.04% 30.37% 21.49%
2024-04 -1.70% +40.60% 0.20% +0.00% 0.28 6.44% +0.02 4.63 46.22% 31.32% 21.81%
2024-03 +1.99% +43.03% 0.20% +0.00% 0.42 6.41% -0.14 4.69 46.91% 31.56% 21.96%
2024-02 +1.55% +40.24% 0.20% -0.12% 0.34 6.34% -0.42 4.72 44.28% 26.48% 20.55%
2024-01 +0.03% +38.10% 0.20% -0.12% 0.28 6.34% -0.19 5.06 39.72% 28.85% 19.96%
2023-12 +2.33% +38.06% 0.29% -0.36% 0.33 6.37% +0.18 5.25 38.29% 27.62% 19.24%
2023-11 +3.17% +34.92% 0.29% -0.36% 0.19 6.44% +0.08 4.96 39.11% 28.43% 20.16%
2023-10 -2.78% +30.77% 0.29% -0.36% 0.05 6.30% +0.08 4.73 39.32% 31.92% 17.76%
2023-09 -1.87% +34.51% 0.29% -0.60% 0.20 6.24% +0.04 4.79 40.71% 30.27% 17.54%
2023-08 -0.17% +37.07% 0.29% -0.36% 0.34 6.17% +0.26 4.83 40.99% 30.02% 18.63%
2023-07 +2.49% +37.31% 0.29% -0.36% 0.39 6.17% +0.10 4.58 43.23% 30.13% 18.12%
2023-06 +1.45% +33.97% 0.29% -0.48% 0.31 6.10% -0.09 4.38 43.38% 30.59% 18.04%
2023-05 +0.14% +32.06% 0.29% -0.60% 0.25 6.10% +0.21 4.40 42.27% 29.09% 17.27%
2023-04 +1.05% +31.87% 0.29% -0.48% 0.27 6.10% +0.07 4.18 35.41% 29.19% 17.46%
2023-03 +1.04% +30.50% 0.29% -0.60% 0.25 6.06% -0.37 4.07 35.38% 34.40% 20.15%
2023-02 -1.63% +29.16% 0.29% -0.72% 0.20 6.10% +0.54 4.39 32.80% 30.52% 18.00%
2023-01 +2.23% +31.30% 0.29% -0.72% 0.29 6.06% +0.19 3.93 36.39% 31.81% 13.23%
2022-12 -1.51% +28.44% 0.43% -0.96% 0.21 5.99% +0.16 3.66 37.70% 31.69% 10.93%
2022-11 +0.69% +30.40% 0.43% -0.96% 0.32 5.96% +0.33 3.55 40.00% 33.80% 10.70%
2022-10 +2.71% +29.51% 0.43% -1.08% 0.32 5.96% -0.22 3.21 38.01% 34.27% 10.90%
2022-09 -3.93% +26.09% 0.43% -1.20% 0.20 5.85% +0.48 3.34 34.73% 29.34% 8.98%
2022-08 -0.88% +31.25% 0.43% -0.96% 0.47 5.58% +0.41 2.98 40.27% 32.55% 8.72%
2022-07 +2.94% +32.42% 0.43% -0.84% 0.53 5.54% +0.06 2.60 36.92% 28.46% 11.15%
2022-06 -2.37% +28.64% 0.43% -0.96% 0.39 5.40% +0.15 2.47 36.84% 27.13% 10.53%
2022-05 -2.32% +31.76% 0.43% -0.48% 0.56 5.30% +0.18 2.37 40.08% 27.43% 10.97%
2022-04 -0.83% +34.89% 0.43% -0.72% 0.75 5.16% +0.21 2.25 31.11% 16.00% 10.22%
2022-03 +0.77% +36.02% 0.43% -0.60% 0.82 5.13% +0.08 2.06 34.47% 18.93% 12.62%
2022-02 -0.41% +34.98% 0.43% -0.72% 0.77 5.13% +0.16 1.97 35.53% 19.80% 13.20%
2022-01 -2.31% +35.53% 0.43% -0.72% 0.81 5.13% -0.06 1.82 37.91% 21.43% 13.74%
2021-12 +1.61% +38.74% 0.50% +0.36% 1.04 5.06% +0.18 1.92 36.98% 21.88% 9.90%
2021-11 +0.69% +36.54% 0.50% +0.36% 0.97 5.02% +0.03 1.72 39.53% 23.26% 12.21%
2021-10 +1.92% +35.60% 0.50% +0.24% 0.94 5.02% +0.07 1.67 40.72% 24.55% 10.78%
2021-09 -0.16% +33.05% 0.50% +0.24% 0.84 4.99% +0.02 1.57 42.04% 24.84% 10.83%
2021-08 +1.75% +33.26% 0.50% +0.48% 0.85 4.99% +0.00 1.55 42.58% 26.45% 10.97%
2021-07 +1.02% +30.97% 0.50% +0.36% 0.75 4.95% +0.02 1.53 53.59% 26.14% 11.11%
2021-06 +0.34% +29.65% 0.50% +0.24% 0.72 4.99% +0.06 1.49 42.95% 26.17% 10.74%
2021-05 +1.64% +29.21% 0.50% +0.24% 0.70 4.99% +0.24 1.43 44.06% 25.87% 12.59%
2021-04 +1.70% +27.12% 0.50% +0.12% 0.62 4.95% +0.01 1.17 52.14% 30.77% 12.82%
2021-03 +1.80% +25.00% 0.50% +0.00% 0.54 4.92% +0.03 1.14 38.60% 30.70% 13.16%
2021-02 +0.08% +22.79% 0.50% +0.00% 0.45 4.88% +0.02 1.10 38.18% 30.00% 12.73%
2021-01 +0.82% +22.69% 0.50% -0.12% 0.44 4.88% -0.04 1.08 38.89% 28.70% 12.04%
2020-12 +1.58% +21.69% 0.53% -0.12% 0.36 4.95% +0.04 1.11 36.94% 27.93% 11.71%
2020-11 +3.61% +19.80% 0.53% -0.36% 0.26 4.95% -0.10 1.06 37.74% 28.30% 13.21%
2020-10 -0.46% +15.63% 0.53% -0.48% 0.03 4.71% +0.02 1.12 29.46% 19.64% 11.61%
2020-09 -2.08% +16.16% 0.53% +0.12% 0.12 4.88% +0.02 1.11 27.93% 6.31% 11.71%
2020-08 +0.66% +18.63% 0.53% +0.12% 0.21 4.92% +0.01 1.11 29.73% 5.41% 10.81%
2020-07 +0.45% +17.85% 0.53% +0.36% 0.13 4.99% +0.02 1.09 29.36% 5.50% 11.01%
2020-06 -1.47% +17.32% 0.53% +0.48% 0.13 5.02% +0.03 1.07 28.97% 4.67% 11.21%
2020-05 +0.56% +19.07% 0.53% +0.00% 0.17 5.16% +0.01 1.05 31.43% 4.76% 9.52%
2020-04 +3.41% +18.41% 0.53% -0.12% 0.14 5.16% +0.04 1.03 32.04% 3.88% 8.74%
2020-03 -6.37% +14.50% 0.53% -0.24% -0.06 4.92% +0.18 0.96 30.21% 4.17% 12.50%
2020-02 -0.72% +22.29% 0.53% -0.72% 0.52 3.98% -0.01 0.84 23.81% 4.76% 9.52%
2020-01 +0.06% +23.18% 0.53% -0.84% 0.66 4.12% +0.02 0.85 25.88% 5.88% 10.59%
2019-12 -0.28% +23.11% 0.57% -0.84% 0.68 4.12% +0.01 0.82 26.83% 6.10% 9.76%
2019-11 +0.65% +23.45% 0.57% -0.72% 0.68 4.16% +0.02 0.82 26.83% 6.10% 9.76%
2019-10 +0.83% +22.66% 0.57% -0.60% 0.66 4.19% +0.02 0.79 26.58% 6.33% 10.13%
2019-09 +1.45% +21.65% 0.57% -0.60% 0.60 4.19% +0.04 0.77 27.27% 6.49% 10.39%
2019-08 -0.70% +19.91% 0.57% -0.72% 0.50 4.16% +0.01 0.72 27.78% 5.56% 9.72%
2019-07 +0.74% +20.75% 0.57% -0.72% 0.62 4.19% +0.02 0.71 29.58% 5.63% 9.86%
2019-06 +1.13% +19.87% 0.57% -0.03 0.69 30.43% 7.25% 11.59%
2019-05 -0.91% +18.53% 0.57% +0.01 0.70 28.57% 5.71% 11.43%
2019-04 +0.94% +19.61% 0.57% -0.01 0.71 29.58% 7.04% 12.68%
2019-03 +0.04% +18.50% 0.57% +0.01 0.70 28.57% 7.14% 12.86%
2019-02 +0.46% +18.45% 0.57% +0.01 0.70 28.57% 7.14% 11.43%
2019-01 +1.84% +17.91% 0.57% +0.02 0.69 28.99% 7.25% 14.49%
2018-12 -2.89% +15.78% 0.54% +0.03 0.66 28.79% 7.58% 15.15%
2018-11 +0.56% +19.23% 0.54% +0.01 0.65 32.31% 7.69% 15.38%
2018-10 -1.56% +18.56% 0.54% +0.03 0.64 32.81% 7.81% 14.06%
2018-09 -0.11% +20.44% 0.54% +0.01 0.62 35.48% 8.06% 12.90%
2018-08 +1.29% +20.57% 0.54% +0.01 0.61 36.07% 8.20% 13.11%
2018-07 +1.37% +19.04% 0.54% +0.02 0.59 35.59% 8.47% 15.25%
2018-06 +0.04% +17.43% 0.54% +0.01 0.57 35.09% 8.77% 14.04%
2018-05 +0.62% +17.38% 0.54% +0.01 0.56 35.71% 8.93% 14.29%
2018-04 +0.81% +16.66% 0.54% +0.00 0.55 36.36% 9.09% 16.36%
2018-03 -1.01% +15.72% 0.54% +0.00 0.54 35.19% 9.26% 14.81%
2018-02 -1.15% +16.90% 0.54% +0.01 0.54 37.04% 9.26% 14.81%
2018-01 +0.88% +18.26% 0.54% -0.96 0.54 38.89% 9.26% 27.78%
2017-12 +0.64% +17.23% 0.49% +0.01 1.50 26.67% 16.00% 6.00%
2017-11 +1.18% +16.49% 0.49% +0.85 1.47 12.93% 3.40% 3.40%
2017-10 +0.65% +15.13% 0.49% -0.02 0.61 31.15% 8.20% 8.20%
2017-09 +0.59% +14.38% 0.49% +0.00 0.63 44.44% 0.00% 7.94%
2017-08 -0.48% +13.71% 0.49% +0.02 0.63 28.57% 6.35% 11.11%
2017-07 +0.75% +14.26% 0.49% +0.00 0.61 31.15% 6.56% 11.48%
2017-06 +0.07% +13.41% 0.49% -0.09 0.60 30.00% 6.67% 10.00%
2017-05 +0.56% +13.33% 0.49% +0.11 0.69 26.09% 5.80% 10.14%
2017-04 +0.37% +12.70% 0.49% +0.02 0.57 31.58% 7.02% 12.28%
2017-03 -0.42% +12.28% 0.49% +0.01 0.56 32.14% 7.14% 12.50%
2017-02 +0.05% +12.76% 0.49% +0.03 0.54 33.33% 7.41% 12.96%
2017-01 +2.13% +12.70% 0.49% -0.01 0.54 33.33% 7.41% 18.52%
2016-12 +0.88% +10.35% 0.51% -0.01 0.53 35.85% 7.55% 16.98%
2016-11 +0.22% +9.39% 0.51% +0.01 0.54 35.19% 22.22% 18.52%
2016-10 -0.26% +9.15% 0.51% +0.01 0.53 35.85% 22.64% 16.98%
2016-09 -0.44% +9.43% 0.51% +0.01 0.53 35.85% 22.64% 16.98%
2016-08 -0.18% +9.92% 0.51% +0.01 0.53 35.85% 22.64% 16.98%
2016-07 +1.85% +10.12% 0.51% +0.04 0.52 34.62% 21.15% 15.38%
2016-06 -0.53% +8.11% 0.51% +0.01 0.47 36.17% 23.40% 17.02%
2016-05 +0.32% +8.69% 0.51% 0.47
2016-04 +0.77% +8.34% 0.51% 0.46
2016-03 +0.91% +7.52% 0.51% 0.45
2016-02 -0.35% +6.55% 0.51% 0.46
2016-01 -1.73% +6.92% 0.51% 0.41
2015-12 -0.88% +8.80% 0.50% 0.41
2015-11 -0.56% +9.77% 0.50% 0.40
2015-10 +3.12% +10.39% 0.50% 0.39
2015-09 -2.30% +7.05% 0.50% 0.37
2015-08 -2.03% +9.57% 0.50% 0.37
2015-07 +1.43% +11.84% 0.50% 0.37
2015-06 -2.89% +10.26% 0.50% 0.36
2015-05 +0.06% +13.54% 0.50% 0.37
2015-04 +0.35% +13.47% 0.50% 0.36
2015-03 +0.50% +13.08% 0.50% 0.36
2015-02 +2.57% +12.52% 0.50% 0.35
2015-01 +0.59% +9.70% 0.50% 0.33
2014-12 -1.21% +9.05% 0.57% 0.32
2014-11 +1.55% +10.39% 0.57% 0.31
2014-10 -0.05% +8.70% 0.57% 0.30
2014-09 +0.52% +8.76% 0.57% 0.30
2014-08 +1.80% +8.20% 0.57% 0.24
2014-06 -0.14% +6.28% 0.57% 0.22
2014-05 +1.21% +6.43% 0.57% 0.21
2014-04 -0.15% +5.16% 0.57% 0.20
2014-03 +0.84% +5.32% 0.57% 0.20
2014-02 +1.77% +4.44% 0.57% 0.19
2014-01 +0.14% +2.62% 0.57% 0.14
2013-12 -0.60% +2.48% 1.00% 0.09
2013-11 +2.04% +3.10% 1.00% 0.08
2013-10 +0.70% +1.04% 1.00% 0.05
2013-09 +2.28% +0.34% 1.00% 0.05
2013-08 -0.80% -1.90% 1.00% 0.05
2013-07 +0.99% -1.11% 1.00% 0.05
2013-06 -1.22% -2.08% 1.00% 0.05
2013-05 -0.86% -0.87% 1.00% 0.05
2013-04 +0.00% -0.01% 1.00% 0.05
2013-03 +0.12% -0.01% 1.00% 0.05
2013-02 -0.01% -0.13% 1.00% 0.05
2013-01 -0.12% -0.12% 1.00% 0.05

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.