נתונים היסטוריים · פנסיה

מיטב פנסיה כללית לבני 50 ומטה

נתונים היסטוריים מלאים עבור מיטב פנסיה כללית לבני 50 ומטה, 165 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2158 | שם קרן: מיטב פנסיה כללית לבני 50 ומטה | 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 165
תשואה חודשית אחרונה +2.07%
תשואה מצטברת מההתחלה +157.99%
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 +2.07% +157.99% 0.14% +0.84% 1.18 7.00% +4.81 910.78 56.36% 47.25% 19.41%
2026-04 +4.75% +152.76% 0.14% +0.24% 1.12 6.96% +15.13 889.51 54.88% 48.29% 19.72%
2026-03 -3.02% +141.30% 0.14% +0.12% 0.99 6.79% +4.88 834.64 55.48% 49.71% 18.86%
2026-02 +0.79% +148.81% 0.14% +0.24% 1.30 6.58% +3.44 855.50 55.58% 49.95% 20.47%
2026-01 +2.53% +146.86% 0.14% +0.48% 1.30 6.58% +10.79 845.45 55.09% 46.00% 20.26%
2025-12 +1.38% +140.77% 0.16% +0.36% 1.21 6.51% +25.24 814.12 56.19% 50.17% 19.52%
2025-11 +1.14% +137.50% 0.16% +0.36% 1.20 6.55% +3.22 778.03 56.76% 48.65% 20.13%
2025-10 +1.68% +134.82% 0.16% +0.48% 1.22 6.82% +7.94 765.13 55.27% 48.66% 21.66%
2025-09 +2.30% +130.94% 0.16% +0.36% 1.17 6.79% -4.35 744.70 53.26% 48.36% 22.13%
2025-08 +1.29% +125.75% 0.16% +0.48% 1.05 6.86% +9.94 732.50 52.17% 48.29% 20.11%
2025-07 +1.34% +122.87% 0.16% +0.36% 1.05 6.93% +19.99 713.85 53.37% 48.58% 20.29%
2025-06 +3.69% +119.92% 0.16% +0.36% 1.06 7.00% +0.56 684.54 53.75% 49.41% 20.50%
2025-05 +2.73% +112.10% 0.16% +0.96% 0.91 6.93% +10.18 664.95 52.31% 50.42% 24.50%
2025-04 +0.61% +106.46% 0.16% +0.96% 0.83 6.86% +5.07 637.34 51.68% 49.88% 23.46%
2025-03 -1.24% +105.21% 0.16% +1.20% 0.89 7.24% +2.32 628.33 52.60% 51.70% 23.51%
2025-02 -0.15% +107.79% 0.16% +0.96% 0.74 8.73% +6.47 638.17 52.39% 49.20% 23.08%
2025-01 +1.55% +108.10% 0.16% +1.08% 0.72 8.90% -3.40 632.63 52.90% 51.41% 22.99%
2024-12 +0.83% +104.92% 0.20% +0.96% 0.68 8.90% -6.34 626.34 53.26% 50.68% 23.62%
2024-11 +2.58% +103.24% 0.20% +1.20% 0.68 8.90% +14.28 627.43 54.02% 51.50% 25.44%
2024-10 +0.20% +98.12% 0.20% +1.08% 0.61 8.83% +6.16 597.65 52.81% 51.33% 26.64%
2024-09 +2.00% +97.73% 0.20% +0.96% 0.64 8.83% +17.27 590.32 53.49% 50.22% 27.61%
2024-08 +1.15% +93.85% 0.20% 0.56 8.83% -9.45 561.32 52.29% 49.96% 27.10%
2024-07 +1.55% +91.65% 0.20% +1.08% 0.56 8.83% +3.52 564.88 52.87% 52.54% 28.11%
2024-06 +1.33% +88.72% 0.20% +1.20% 0.53 8.83% +10.98 552.85 53.19% 52.57% 30.62%
2024-05 +1.44% +86.25% 0.20% +0.96% 0.52 8.83% +15.76 534.71 53.39% 53.58% 29.66%
2024-04 -1.74% +83.60% 0.20% +0.72% 0.46 8.90% +10.23 511.58 51.35% 52.53% 27.80%
2024-03 +2.33% +86.85% 0.20% +0.72% 0.58 8.87% +10.27 510.23 50.72% 51.84% 28.57%
2024-02 +1.97% +82.60% 0.20% +0.72% 0.51 8.83% +14.84 488.44 46.81% 48.17% 27.31%
2024-01 +0.28% +79.07% 0.20% +0.84% 0.47 8.80% +9.51 464.36 46.60% 48.76% 28.36%
2023-12 +2.80% +78.57% 0.29% +0.72% 0.51 8.87% +10.20 453.60 47.74% 49.32% 28.54%
2023-11 +3.92% +73.71% 0.29% +0.72% 0.38 9.01% +6.23 431.25 46.54% 49.20% 28.47%
2023-10 -2.65% +67.15% 0.29% +0.72% 0.25 8.87% +7.29 408.92 46.80% 52.13% 26.22%
2023-09 -1.59% +71.70% 0.29% +0.36% 0.36 8.87% +2.78 412.59 46.58% 49.35% 27.34%
2023-08 -0.37% +74.48% 0.29% +0.36% 0.44 8.80% +0.55 416.37 48.05% 50.72% 28.65%
2023-07 +2.81% +75.13% 0.29% +0.36% 0.50 8.83% +2.44 417.37 49.72% 50.54% 28.91%
2023-06 +1.94% +70.34% 0.29% +0.24% 0.42 8.76% +3.12 408.88 48.47% 48.13% 27.94%
2023-05 +1.00% +67.10% 0.29% +0.00% 0.36 8.73% +7.37 398.01 47.16% 42.96% 26.33%
2023-04 +1.74% +65.44% 0.29% -0.12% 0.34 8.73% +3.55 386.74 46.78% 42.43% 25.84%
2023-03 +0.25% +62.61% 0.29% -0.36% 0.30 8.73% +6.55 376.64 46.25% 42.18% 25.73%
2023-02 -1.67% +62.21% 0.29% -0.12% 0.30 8.73% +5.24 369.12 48.31% 44.12% 26.49%
2023-01 +2.90% +64.96% 0.29% -0.12% 0.37 8.73% +5.59 370.14 49.06% 42.82% 24.09%
2022-12 -2.37% +60.31% 0.43% -0.12% 0.30 8.66% +2.48 354.20 48.45% 41.08% 20.23%
2022-11 +1.37% +64.21% 0.43% +0.00% 0.42 8.59% +6.84 360.35 48.71% 38.30% 22.00%
2022-10 +2.55% +61.99% 0.43% -0.36% 0.39 8.59% +6.42 348.73 48.31% 36.66% 21.64%
2022-09 -4.46% +57.96% 0.43% -0.36% 0.31 8.52% +9.64 333.63 48.38% 35.41% 19.76%
2022-08 -1.22% +65.33% 0.43% -0.24% 0.53 8.24% +9.30 339.48 50.78% 35.93% 19.77%
2022-07 +3.90% +67.38% 0.43% -0.48% 0.59 8.21% +8.65 334.33 52.00% 38.24% 22.13%
2022-06 -2.91% +61.09% 0.43% -0.72% 0.46 8.07% +7.16 313.17 52.97% 39.96% 21.67%
2022-05 -3.45% +65.92% 0.43% -0.24% 0.60 7.93% +4.34 315.29 54.05% 40.28% 22.30%
2022-04 -1.87% +71.85% 0.43% -0.24% 0.79 7.72% +3.61 321.97 56.96% 40.10% 20.45%
2022-03 +0.82% +75.12% 0.43% -0.12% 0.91 7.66% +4.98 324.42 55.69% 40.16% 22.50%
2022-02 -0.72% +73.70% 0.43% -0.24% 0.88 7.66% +17.39 316.87 53.85% 37.47% 22.26%
2022-01 -2.49% +74.96% 0.43% -0.12% 0.93 7.66% +17.11 301.62 54.70% 38.90% 22.85%
2021-12 +1.60% +79.43% 0.50% +0.48% 1.08 7.52% -0.37 292.17 55.69% 41.61% 22.13%
2021-11 +0.03% +76.60% 0.50% +0.60% 1.04 7.52% +41.63 287.94 55.75% 41.50% 19.99%
2021-10 +3.19% +76.55% 0.50% +0.72% 1.06 7.52% +4.08 246.27 55.42% 42.53% 22.87%
2021-09 -0.87% +71.09% 0.50% +0.48% 0.95 7.41% +2.92 234.70 55.12% 42.64% 22.03%
2021-08 +1.75% +72.59% 0.50% +0.84% 0.99 7.41% +1.26 233.86 55.57% 43.84% 22.73%
2021-07 +0.51% +69.62% 0.50% +0.96% 0.93 7.38% +1.82 228.57 53.82% 41.92% 22.73%
2021-06 +0.88% +68.76% 0.50% +0.96% 0.95 7.45% -3.22 225.66 56.64% 45.44% 22.51%
2021-05 +1.00% +67.29% 0.50% +0.72% 0.91 7.48% +1.69 226.91 54.21% 43.06% 23.17%
2021-04 +2.45% +65.63% 0.50% +0.96% 0.89 7.48% +1.10 222.66 53.75% 45.07% 23.91%
2021-03 +1.60% +61.67% 0.50% +0.72% 0.82 7.41% +2.09 216.26 53.36% 44.06% 23.73%
2021-02 +0.99% +59.13% 0.50% +0.96% 0.78 7.41% +1.28 210.76 52.42% 42.24% 22.89%
2021-01 +0.64% +57.57% 0.50% +0.48% 0.74 7.45% +0.52 207.42 50.61% 41.66% 22.54%
2020-12 +2.23% +56.57% 0.53% +0.84% 0.69 7.52% +1.15 205.57 48.18% 40.27% 22.60%
2020-11 +4.94% +53.15% 0.53% +0.60% 0.60 7.52% +0.30 199.58 47.07% 39.70% 22.40%
2020-10 +0.50% +45.94% 0.53% +0.84% 0.43 7.24% +2.83 189.98 42.70% 37.86% 21.51%
2020-09 -1.72% +45.22% 0.53% +0.72% 0.45 7.31% +1.55 186.23 45.05% 40.00% 22.76%
2020-08 +3.13% +47.76% 0.53% +0.84% 0.50 7.34% +0.56 187.91 44.45% 40.24% 22.12%
2020-07 +3.13% +43.27% 0.53% +0.60% 0.36 7.31% +0.89 181.70 44.99% 39.80% 21.15%
2020-06 -0.59% +38.92% 0.53% +0.48% 0.26 7.21% +0.64 175.41 43.77% 39.03% 20.67%
2020-05 +1.65% +39.75% 0.53% +0.60% 0.26 7.27% +0.04 175.78 43.94% 37.36% 20.49%
2020-04 +5.94% +37.48% 0.53% +0.24% 0.21 7.24% +1.28 172.92 42.85% 34.77% 17.25%
2020-03 -10.25% +29.77% 0.53% +0.24% -0.03 6.75% +0.63 161.99 44.61% 35.80% 16.90%
2020-02 -3.22% +44.59% 0.53% +0.84% 0.69 4.85% +3.19 179.89 47.21% 39.71% 17.52%
2020-01 +0.48% +49.40% 0.53% +0.72% 1.05 4.68% +0.00 182.65 48.37% 39.96% 19.28%
2019-12 +0.93% +48.69% 0.57% +0.60% 1.04 4.68% -7.55 181.75 47.94% 36.89% 20.95%
2019-11 +1.08% +47.32% 0.57% +0.24% 0.95 4.75% -0.14 187.57 46.20% 37.07% 20.41%
2019-10 +1.28% +45.75% 0.57% +0.36% 0.91 4.75% +8.15 185.71 46.11% 36.51% 20.33%
2019-09 +1.58% +43.90% 0.57% +0.36% 0.83 4.75% -2.41 175.17 46.87% 36.90% 19.91%
2019-08 -0.45% +41.66% 0.57% +0.24% 0.75 4.71% -2.07 174.84 45.41% 36.42% 19.22%
2019-07 +0.74% +42.31% 0.57% +0.24% 0.83 4.75% +0.64 177.71 41.46% 32.43% 18.54%
2019-06 +1.98% +41.26% 0.57% +0.12% 0.78 4.75% +1.75 175.76 43.04% 31.21% 20.55%
2019-05 -1.54% +38.52% 0.57% +0.24% 0.66 4.71% +1.36 170.61 42.98% 31.64% 19.66%
2019-04 +1.96% +40.68% 0.57% +0.36% 0.82 4.64% -2.19 171.89 47.39% 34.82% 21.70%
2019-03 +0.52% +37.98% 0.57% +0.24% 0.70 4.57% +3.43 170.76 42.62% 31.08% 22.03%
2019-02 +1.32% +37.27% 0.57% +0.36% 0.69 4.57% -0.22 166.45 44.07% 32.74% 22.37%
2019-01 +3.16% +35.48% 0.57% +0.24% 0.64 4.61% +1.66 164.52 42.18% 32.08% 22.80%
2018-12 -3.71% +31.33% 0.54% +0.12% 0.44 4.43% +0.12 157.86 43.82% 32.50% 22.31%
2018-11 +0.53% +36.39% 0.54% +0.60% 0.85 4.05% +2.08 163.76 42.67% 29.29% 22.72%
2018-10 -2.33% +35.67% 0.54% +0.36% 0.85 4.09% +1.87 160.84 40.08% 25.62% 20.93%
2018-09 +0.09% +38.90% 0.54% +0.72% 1.18 3.91% +2.59 162.74 43.62% 27.65% 21.92%
2018-08 +1.44% +38.78% 0.54% +0.72% 1.23 3.98% +1.95 159.99 45.25% 29.69% 22.83%
2018-07 +1.33% +36.81% 0.54% +0.84% 1.11 3.98% +2.38 155.80 43.99% 26.75% 22.18%
2018-06 -0.25% +35.01% 0.54% +0.84% 1.05 3.98% +0.38 151.38 42.58% 26.60% 20.95%
2018-05 +0.11% +35.35% 0.54% +1.08% 1.04 4.05% -1.30 151.38 43.80% 28.71% 20.52%
2018-04 +0.87% +35.20% 0.54% +1.32% 1.07 4.09% +0.62 152.46 42.43% 27.95% 20.48%
2018-03 -0.90% +34.04% 0.54% +1.32% 1.03 4.05% +9.19 150.52 41.58% 28.90% 19.11%
2018-02 -1.23% +35.25% 0.54% +1.32% 1.14 4.02% -1.02 142.62 45.83% 30.94% 19.27%
2018-01 +1.91% +36.94% 0.54% +1.32% 1.32 3.98% -0.82 145.42 44.70% 25.57% 19.37%
2017-12 +0.93% +34.37% 0.49% +1.20% 1.22 3.91% -3.99 143.50 44.15% 25.03% 20.45%
2017-11 +0.89% +33.13% 0.49% +1.44% 1.16 3.91% -3.27 145.31 45.85% 29.04% 19.21%
2017-10 +0.91% +31.96% 0.49% +1.44% 1.11 3.91% +1.01 147.56 44.90% 29.36% 18.98%
2017-09 +0.65% +30.77% 0.49% +1.44% 1.07 3.91% -0.67 145.42 44.15% 29.23% 18.63%
2017-08 -0.27% +29.93% 0.49% +1.32% 1.05 3.95% -1.33 145.16 42.40% 28.09% 19.32%
2017-07 +1.18% +30.28% 0.49% +1.44% 1.10 3.95% +2.43 146.90 43.39% 28.20% 18.65%
2017-06 -0.53% +28.76% 0.49% +1.44% 1.06 4.02% -1.46 142.76 43.86% 28.36% 17.46%
2017-05 +1.07% +29.44% 0.49% +1.56% 1.13 3.98% -1.23 145.17 44.24% 30.56% 17.39%
2017-04 +1.16% +28.07% 0.49% +1.56% 0.95 4.19% -0.42 144.64 43.40% 30.79% 18.55%
2017-03 +0.18% +26.61% 0.49% +1.32% 0.90 4.19% -0.03 144.06 43.20% 31.24% 18.69%
2017-02 +0.55% +26.38% 0.49% +1.20% 0.90 4.19% +1.59 144.59 42.47% 30.67% 18.15%
2017-01 +0.45% +25.69% 0.49% +1.20% 0.88 4.19% +0.80 141.73 42.52% 31.41% 18.81%
2016-12 +1.04% +25.12% 0.51% +1.32% 0.90 4.30% -0.81 139.53 41.79% 33.00% 18.37%
2016-11 +0.58% +23.84% 0.51% +1.20% 0.84 4.30% +0.91 140.01 41.00% 31.03% 18.07%
2016-10 -0.10% +23.12% 0.51% +0.96% 0.75 4.36% +0.19 137.80 41.19% 30.33% 17.65%
2016-09 -0.55% +23.24% 0.51% +0.96% 0.82 4.47% -0.25 137.76 41.15% 31.14% 17.61%
2016-08 +0.29% +23.93% 0.51% +1.08% 0.84 4.50% +0.48 138.21 41.95% 32.11% 17.67%
2016-07 +2.60% +23.57% 0.51% +0.84% 0.78 4.61% -2.49 137.88 46.42% 36.94% 18.13%
2016-06 -0.76% +20.44% 0.51% +0.72% 0.63 4.50% -0.49 136.83 44.73% 36.80% 16.93%
2016-05 +0.42% +21.36% 0.51% +0.72% 0.67 4.50% 138.31
2016-04 +0.98% +20.85% 0.51% +0.72% 0.62 4.50% 136.73
2016-03 +1.68% +19.68% 0.51% +0.60% 0.56 4.50% 135.92
2016-02 -0.91% +17.70% 0.51% +0.24% 0.42 4.50% 132.00
2016-01 -1.79% +18.78% 0.51% +0.48% 0.50 4.47% 131.56
2015-12 -1.31% +20.95% 0.50% +0.48% 0.66 4.36% 132.62
2015-11 -0.13% +22.55% 0.50% +0.60% 0.81 4.33% 132.07
2015-10 +2.82% +22.71% 0.50% +0.48% 0.81 4.33% 131.29
2015-09 -2.08% +19.35% 0.50% +0.36% 0.68 4.30% 126.51
2015-08 -2.06% +21.88% 0.50% +0.48% 0.95 4.19% 127.82
2015-07 +1.50% +24.44% 0.50% +0.48% 1.20 4.05% 128.85
2015-06 -2.20% +22.61% 0.50% +0.48% 1.13 4.05% 125.49
2015-05 +0.42% +25.36% 0.50% +0.36% 1.46 3.88% 128.85
2015-04 +0.36% +24.84% 0.50% +0.24% 1.36 4.02% 127.69
2015-03 +0.66% +24.39% 0.50% +0.36% 1.31 4.05% 125.69
2015-02 +2.23% +23.58% 0.50% +0.36% 1.30 4.09% 122.62
2015-01 +0.65% +20.88% 0.50% +0.36% 1.18 4.02% 118.91
2014-12 -1.47% +20.10% 0.57% +0.36% 1.11 4.05% 115.29
2014-11 +1.44% +21.89% 0.57% +0.84% 1.33 3.95% 115.41
2014-10 -0.20% +20.16% 0.57% +0.72% 1.27 3.95% 112.90
2014-09 +0.63% +20.40% 0.57% +0.60% 1.31 3.95% 112.10
2014-08 +1.92% +19.65% 0.57% +0.60% 1.32 4.02% 113.18
2014-07 -0.26% +17.39% 0.57% +0.72% 1.20 3.98% 109.82
2014-06 -0.15% +17.70% 0.57% +0.48% 1.29 4.02% 110.70
2014-05 +0.90% +17.88% 0.57% +0.48% 1.37 4.05% 109.00
2014-04 +0.11% +16.83% 0.57% +0.12% 1.33 4.05% 109.16
2014-03 +1.08% +16.70% 0.57% +0.00% 1.39 4.19% 108.33
2014-02 +1.78% +15.45% 0.57% +0.00% 1.37 4.47% 105.79
2014-01 -0.38% +13.43% 0.57% -0.12% 1.27 4.43% 101.70
2013-12 +0.00% +13.86% 1.00% +0.00% 1.37 4.43% 101.42
2013-11 +1.43% +13.86% 1.00% -0.12% 1.44 4.57% 99.35
2013-10 +1.34% +12.26% 1.00% -0.12% 1.38 4.54% 97.14
2013-09 +2.16% +10.77% 1.00% +3.48% 1.32 4.54% 95.28
2013-08 -0.43% +8.43% 1.00% +4.56% 1.20 4.50% 92.37
2013-07 +1.45% +8.90% 1.00% +5.16% 1.30 4.50% 92.24
2013-06 -1.18% +7.34% 1.00% +4.92% 1.17 4.57% 91.03
2013-05 +1.38% +8.63% 1.00% +5.04% 1.31 4.50% 89.73
2013-04 +0.75% +7.15% 1.00% +5.04% 1.27 4.50% 87.51
2013-03 +0.24% +6.35% 1.00% +5.16% 1.27 4.54% 86.14
2013-02 +1.08% +6.09% 1.00% +5.28% 1.26 4.57% 84.60
2013-01 +1.02% +4.96% 1.00% +5.16% 1.21 4.57% 83.49
2012-12 +0.37% +3.90% +4.92% 1.12 4.64% 38.19
2012-11 +0.69% +3.52% 36.54
2012-10 +1.25% +2.81% 36.81
2012-09 +1.54% +1.54% 35.53

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.