חודשים בטווח
124
מיטב פנסיה כללית לבני 50 עד 60
נתונים היסטוריים מלאים עבור מיטב פנסיה כללית לבני 50 עד 60, 124 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9972 | שם קרן: מיטב פנסיה כללית לבני 50 עד 60 | 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 מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מיטב פנסיה כללית לבני 50 עד 60 ישירות למייל.
תשואה חודשית אחרונה
+1.85%
תשואה מצטברת מההתחלה
+85.35%
| 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 | +1.85% | +85.35% | 0.14% | +0.84% | 1.14 | 6.13% | +9.60 | 478.24 | 46.87% | 40.69% | 17.55% |
| 2026-04 | +4.04% | +81.99% | 0.14% | +0.36% | 1.09 | 6.10% | +6.90 | 460.08 | 46.58% | 42.32% | 18.28% |
| 2026-03 | -2.63% | +74.92% | 0.14% | +0.24% | 0.96 | 5.92% | +8.12 | 435.56 | 45.83% | 42.63% | 17.07% |
| 2026-02 | +0.70% | +79.64% | 0.14% | +0.36% | 1.26 | 5.75% | +8.08 | 439.14 | 45.98% | 42.97% | 18.44% |
| 2026-01 | +2.14% | +78.40% | 0.14% | +0.60% | 1.27 | 5.75% | +4.19 | 428.08 | 46.13% | 40.32% | 18.65% |
| 2025-12 | +1.16% | +74.66% | 0.16% | +0.48% | 1.19 | 5.72% | +7.98 | 415.00 | 46.00% | 40.93% | 18.09% |
| 2025-11 | +0.99% | +72.65% | 0.16% | +0.48% | 1.18 | 5.75% | +10.50 | 402.32 | 45.74% | 41.02% | 18.20% |
| 2025-10 | +1.48% | +70.96% | 0.16% | +0.60% | 1.20 | 5.96% | +8.36 | 387.90 | 44.94% | 41.46% | 19.00% |
| 2025-09 | +2.00% | +68.47% | 0.16% | +0.48% | 1.15 | 5.96% | +7.23 | 373.99 | 44.95% | 42.46% | 20.55% |
| 2025-08 | +1.21% | +65.17% | 0.16% | +0.48% | 1.03 | 6.03% | +13.00 | 359.48 | 44.17% | 43.00% | 18.73% |
| 2025-07 | +1.16% | +63.19% | 0.16% | +0.36% | 1.03 | 6.10% | +5.75 | 342.32 | 45.10% | 43.35% | 18.65% |
| 2025-06 | +3.28% | +61.32% | 0.16% | +0.36% | 1.03 | 6.13% | +7.12 | 332.69 | 44.34% | 43.20% | 18.49% |
| 2025-05 | +2.19% | +56.20% | 0.16% | +0.84% | 0.88 | 6.06% | +5.70 | 315.12 | 43.64% | 44.62% | 22.23% |
| 2025-04 | +0.65% | +52.85% | 0.16% | +0.84% | 0.82 | 6.03% | +7.28 | 302.78 | 42.71% | 43.57% | 21.16% |
| 2025-03 | -0.97% | +51.86% | 0.16% | +1.08% | 0.87 | 6.30% | +8.44 | 293.57 | 43.32% | 45.07% | 21.31% |
| 2025-02 | +0.01% | +53.35% | 0.16% | +0.96% | 0.73 | 7.52% | +2.81 | 287.99 | 43.46% | 43.18% | 21.04% |
| 2025-01 | +1.36% | +53.33% | 0.16% | +1.32% | 0.72 | 7.62% | +7.59 | 285.17 | 43.83% | 45.22% | 20.97% |
| 2024-12 | +0.78% | +51.28% | 0.20% | +1.20% | 0.68 | 7.59% | +7.15 | 273.84 | 44.40% | 44.43% | 21.45% |
| 2024-11 | +2.34% | +50.11% | 0.20% | +1.32% | 0.67 | 7.59% | +3.97 | 264.63 | 44.51% | 45.61% | 23.02% |
| 2024-10 | +0.19% | +46.67% | 0.20% | +1.20% | 0.60 | 7.55% | +4.69 | 254.68 | 43.89% | 44.93% | 24.52% |
| 2024-09 | +1.83% | +46.40% | 0.20% | +1.20% | 0.63 | 7.55% | +2.54 | 249.52 | 44.57% | 44.18% | 25.61% |
| 2024-08 | +1.08% | +43.76% | 0.20% | — | 0.55 | 7.55% | +6.39 | 242.54 | 43.68% | 43.82% | 25.10% |
| 2024-07 | +1.50% | +42.23% | 0.20% | +1.20% | 0.56 | 7.55% | +6.31 | 233.55 | 44.39% | 46.29% | 25.87% |
| 2024-06 | +1.19% | +40.13% | 0.20% | +1.32% | 0.52 | 7.55% | +8.76 | 223.86 | 44.45% | 46.53% | 27.62% |
| 2024-05 | +1.22% | +38.48% | 0.20% | +0.96% | 0.50 | 7.55% | +4.98 | 212.54 | 44.26% | 47.18% | 26.55% |
| 2024-04 | -1.56% | +36.81% | 0.20% | +0.96% | 0.45 | 7.55% | +4.52 | 205.08 | 43.25% | 46.37% | 25.09% |
| 2024-03 | +2.11% | +38.98% | 0.20% | +0.96% | 0.58 | 7.52% | +10.74 | 203.73 | 43.08% | 45.86% | 25.47% |
| 2024-02 | +1.75% | +36.11% | 0.20% | +0.84% | 0.51 | 7.48% | +5.06 | 188.92 | 41.58% | 43.62% | 24.88% |
| 2024-01 | +0.26% | +33.77% | 0.20% | +0.96% | 0.47 | 7.48% | +5.06 | 180.68 | 40.21% | 43.49% | 25.20% |
| 2023-12 | +2.63% | +33.42% | 0.29% | +0.84% | 0.51 | 7.52% | +4.23 | 175.16 | 41.78% | 44.48% | 26.16% |
| 2023-11 | +3.60% | +30.00% | 0.29% | +0.84% | 0.37 | 7.62% | +3.27 | 166.54 | 40.00% | 43.59% | 26.53% |
| 2023-10 | -2.36% | +25.48% | 0.29% | +0.72% | 0.24 | 7.48% | +1.96 | 157.56 | 39.63% | 45.49% | 24.50% |
| 2023-09 | -1.50% | +28.51% | 0.29% | +0.48% | 0.35 | 7.45% | +1.47 | 159.37 | 39.51% | 42.66% | 25.05% |
| 2023-08 | -0.26% | +30.47% | 0.29% | +0.48% | 0.45 | 7.41% | +3.04 | 160.32 | 41.48% | 44.34% | 26.50% |
| 2023-07 | +2.48% | +30.81% | 0.29% | +0.36% | 0.50 | 7.41% | +3.83 | 157.65 | 41.71% | 43.39% | 26.29% |
| 2023-06 | +1.75% | +27.65% | 0.29% | +0.36% | 0.43 | 7.34% | +2.02 | 150.07 | 41.61% | 42.31% | 26.18% |
| 2023-05 | +0.98% | +25.45% | 0.29% | +0.12% | 0.36 | 7.34% | +1.63 | 145.49 | 40.35% | 37.16% | 23.88% |
| 2023-04 | +1.59% | +24.23% | 0.29% | +0.00% | 0.34 | 7.34% | +2.93 | 142.48 | 39.96% | 37.06% | 23.34% |
| 2023-03 | +0.35% | +22.29% | 0.29% | -0.24% | 0.29 | 7.31% | +1.91 | 137.35 | 39.18% | 36.39% | 22.77% |
| 2023-02 | -1.74% | +21.86% | 0.29% | +0.00% | 0.29 | 7.31% | -0.29 | 134.97 | 41.03% | 37.97% | 24.52% |
| 2023-01 | +2.66% | +24.02% | 0.29% | +0.00% | 0.37 | 7.27% | +2.99 | 137.66 | 40.68% | 34.90% | 22.06% |
| 2022-12 | -2.06% | +20.81% | 0.43% | +0.00% | 0.29 | 7.24% | +3.73 | 131.16 | 40.08% | 33.48% | 18.15% |
| 2022-11 | +1.13% | +23.35% | 0.43% | +0.12% | 0.42 | 7.14% | +1.40 | 130.12 | 40.50% | 32.49% | 19.96% |
| 2022-10 | +2.21% | +21.97% | 0.43% | -0.12% | 0.39 | 7.14% | +1.69 | 127.28 | 40.19% | 30.90% | 19.19% |
| 2022-09 | -3.97% | +19.33% | 0.43% | -0.12% | 0.32 | 7.10% | +1.95 | 122.85 | 40.64% | 29.82% | 18.10% |
| 2022-08 | -1.20% | +24.27% | 0.43% | -0.12% | 0.55 | 6.82% | +2.32 | 125.95 | 42.87% | 30.02% | 18.23% |
| 2022-07 | +3.41% | +25.78% | 0.43% | -0.24% | 0.62 | 6.79% | +1.36 | 125.17 | 43.13% | 31.22% | 20.35% |
| 2022-06 | -2.35% | +21.63% | 0.43% | -0.36% | 0.50 | 6.65% | +0.72 | 119.69 | 43.37% | 33.27% | 20.52% |
| 2022-05 | -2.90% | +24.55% | 0.43% | +0.00% | 0.63 | 6.58% | +1.51 | 121.82 | 43.06% | 32.97% | 20.44% |
| 2022-04 | -1.46% | +28.27% | 0.43% | +0.00% | 0.83 | 6.41% | +3.81 | 123.80 | 44.47% | 32.31% | 18.89% |
| 2022-03 | +0.51% | +30.18% | 0.43% | +0.12% | 0.94 | 6.34% | +0.84 | 121.80 | 46.00% | 33.74% | 21.17% |
| 2022-02 | -0.71% | +29.51% | 0.43% | -0.24% | 0.89 | 6.41% | -2.45 | 120.34 | 46.68% | 32.66% | 21.70% |
| 2022-01 | -2.11% | +30.44% | 0.43% | -0.12% | 0.96 | 6.37% | +6.50 | 123.68 | 43.88% | 30.89% | 20.37% |
| 2021-12 | +1.26% | +33.25% | 0.50% | +0.60% | 1.13 | 6.30% | +2.54 | 119.76 | 46.63% | 33.53% | 20.31% |
| 2021-11 | +0.12% | +31.59% | 0.50% | +0.48% | 1.08 | 6.27% | +11.52 | 115.73 | 46.43% | 33.78% | 19.34% |
| 2021-10 | +2.68% | +31.44% | 0.50% | +0.48% | 1.09 | 6.27% | +1.86 | 104.07 | 46.12% | 34.77% | 21.71% |
| 2021-09 | -0.66% | +28.01% | 0.50% | +0.24% | 0.97 | 6.24% | +0.18 | 99.54 | 45.76% | 35.51% | 22.21% |
| 2021-08 | +1.54% | +28.86% | 0.50% | +0.48% | 1.01 | 6.24% | +1.05 | 100.02 | 45.49% | 36.27% | 23.09% |
| 2021-07 | +0.50% | +26.90% | 0.50% | +0.48% | 0.93 | 6.20% | -0.02 | 97.45 | 44.14% | 35.00% | 23.40% |
| 2021-06 | +0.70% | +26.27% | 0.50% | +0.36% | 0.94 | 6.24% | -2.88 | 97.02 | 45.86% | 37.72% | 23.13% |
| 2021-05 | +0.99% | +25.39% | 0.50% | +0.12% | 0.91 | 6.24% | +1.22 | 99.20 | 45.43% | 36.10% | 21.36% |
| 2021-04 | +1.89% | +24.16% | 0.50% | +0.12% | 0.85 | 6.27% | +1.28 | 97.02 | 45.78% | 38.71% | 23.23% |
| 2021-03 | +1.58% | +21.86% | 0.50% | -0.12% | 0.78 | 6.24% | +1.11 | 93.96 | 44.58% | 36.90% | 22.83% |
| 2021-02 | +0.82% | +19.97% | 0.50% | -0.24% | 0.69 | 6.27% | +0.44 | 91.40 | 43.34% | 35.20% | 22.35% |
| 2021-01 | +0.68% | +18.99% | 0.50% | -0.84% | 0.64 | 6.27% | +0.05 | 90.22 | 42.74% | 35.96% | 22.19% |
| 2020-12 | +1.81% | +18.19% | 0.53% | — | — | — | -0.06 | 89.56 | 40.01% | 33.10% | 21.80% |
| 2020-11 | +4.34% | +16.08% | 0.53% | — | — | — | +1.22 | 88.01 | 39.09% | 32.93% | 21.84% |
| 2020-10 | +0.28% | +11.26% | 0.53% | — | — | — | +0.87 | 83.17 | 37.49% | 32.90% | 21.52% |
| 2020-09 | -1.72% | +10.95% | 0.53% | — | — | — | +1.38 | 82.07 | 38.49% | 34.85% | 21.97% |
| 2020-08 | +2.66% | +12.89% | 0.53% | — | — | — | +1.21 | 82.10 | 38.29% | 35.43% | 21.72% |
| 2020-07 | +2.49% | +9.96% | 0.53% | — | — | — | +0.05 | 78.80 | 36.41% | 32.72% | 21.07% |
| 2020-06 | -0.56% | +7.29% | 0.53% | — | — | — | +0.43 | 76.84 | 34.34% | 30.54% | 20.28% |
| 2020-05 | +1.46% | +7.89% | 0.53% | — | — | — | +0.75 | 76.84 | 35.42% | 30.26% | 20.03% |
| 2020-04 | +4.84% | +6.34% | 0.53% | — | — | — | +1.32 | 74.99 | 33.28% | 27.35% | 15.68% |
| 2020-03 | -8.55% | +1.43% | 0.53% | — | — | — | +0.01 | 70.26 | 31.04% | 25.70% | 16.92% |
| 2020-02 | -2.20% | +10.92% | 0.53% | — | — | — | -0.59 | 76.81 | 34.97% | 31.14% | 17.58% |
| 2020-01 | +0.33% | +13.41% | 0.53% | — | — | — | -0.09 | 79.12 | 37.01% | 31.36% | 18.96% |
| 2019-12 | +0.70% | +13.04% | 0.57% | — | — | — | +0.38 | 78.94 | 38.10% | 30.20% | 19.91% |
| 2019-11 | +0.90% | +12.25% | 0.57% | — | — | — | +1.34 | 78.02 | 37.75% | 30.16% | 19.93% |
| 2019-10 | +1.20% | +11.25% | 0.57% | — | — | — | +2.43 | 75.99 | 38.40% | 30.15% | 20.50% |
| 2019-09 | +1.31% | +9.93% | 0.57% | — | — | — | -0.87 | 72.64 | 38.85% | 30.60% | 20.00% |
| 2019-08 | -0.12% | +8.51% | 0.57% | — | — | — | -0.08 | 72.57 | 36.28% | 29.17% | 19.10% |
| 2019-07 | +0.68% | +8.64% | 0.57% | — | — | — | +0.20 | 72.74 | 32.57% | 26.11% | 18.39% |
| 2019-06 | +1.51% | +7.91% | 0.57% | — | — | — | +0.27 | 72.04 | 33.54% | 25.29% | 19.74% |
| 2019-05 | -0.92% | +6.30% | 0.57% | — | — | — | +1.07 | 70.70 | 32.28% | 23.88% | 19.02% |
| 2019-04 | +1.55% | +7.29% | 0.57% | — | — | — | +2.21 | 70.27 | 33.02% | 24.05% | 20.86% |
| 2019-03 | +0.52% | +5.65% | 0.57% | — | — | — | +0.11 | 67.00 | 34.58% | 25.31% | 22.19% |
| 2019-02 | +1.08% | +5.11% | 0.57% | — | — | — | +1.95 | 66.54 | 34.96% | 26.84% | 21.39% |
| 2019-01 | +2.50% | +3.98% | 0.57% | — | — | — | -0.43 | 63.87 | 35.79% | 28.17% | 22.59% |
| 2018-12 | -2.99% | +1.45% | 0.54% | — | — | — | -2.14 | 62.74 | 34.94% | 26.87% | 21.95% |
| 2018-11 | +0.47% | +4.57% | 0.54% | — | — | — | -0.23 | 66.86 | 35.72% | 25.79% | 22.58% |
| 2018-10 | -1.96% | +4.08% | 0.54% | — | — | — | +0.16 | 66.78 | 35.91% | 25.16% | 21.52% |
| 2018-09 | +0.12% | +6.16% | 0.54% | — | — | — | +0.05 | 67.93 | 37.35% | 26.16% | 22.52% |
| 2018-08 | +0.94% | +6.04% | 0.54% | — | — | — | -0.30 | 67.80 | 37.82% | 26.65% | 22.88% |
| 2018-07 | +1.39% | +5.05% | 0.54% | — | — | — | +1.06 | 67.47 | 37.05% | 24.35% | 22.19% |
| 2018-06 | -0.19% | +3.61% | 0.54% | — | — | — | -0.60 | 65.50 | 37.69% | 25.59% | 20.92% |
| 2018-05 | -0.02% | +3.81% | 0.54% | — | — | — | +0.22 | 66.21 | 38.24% | 26.30% | 20.27% |
| 2018-04 | +0.65% | +3.83% | 0.54% | — | — | — | -0.16 | 65.99 | 37.93% | 26.64% | 21.15% |
| 2018-03 | -0.56% | +3.16% | 0.54% | — | — | — | -0.25 | 65.72 | 38.15% | 28.35% | 19.87% |
| 2018-02 | -1.11% | +3.74% | 0.54% | — | — | — | -0.74 | 66.35 | 38.60% | 26.77% | 19.05% |
| 2018-01 | +1.51% | +4.90% | 0.54% | — | — | — | +0.43 | 67.83 | 37.34% | 23.51% | 19.73% |
| 2017-12 | +0.78% | +3.34% | 0.49% | — | — | — | +7.43 | 66.36 | 36.00% | 22.48% | 18.38% |
| 2017-11 | +0.73% | +2.54% | 0.49% | — | — | — | +0.57 | 58.42 | 35.50% | 24.38% | 19.51% |
| 2017-10 | +0.88% | +1.80% | 0.49% | — | — | — | +0.04 | 57.44 | 34.84% | 25.33% | 19.39% |
| 2017-09 | +0.40% | +0.91% | 0.49% | — | — | — | +0.71 | 56.89 | 35.74% | 25.75% | 19.18% |
| 2017-08 | +0.00% | +0.51% | 0.49% | — | — | — | +0.04 | 55.95 | 35.82% | 25.77% | 19.93% |
| 2017-07 | +1.26% | +0.51% | 0.49% | — | — | — | +0.12 | 55.91 | 35.77% | 25.99% | 19.21% |
| 2017-06 | -0.58% | -0.74% | 0.49% | — | — | — | -1.28 | 55.07 | 35.90% | 25.33% | 17.94% |
| 2017-05 | +0.95% | -0.16% | 0.49% | — | — | — | -0.04 | 56.67 | 35.31% | 25.60% | 18.05% |
| 2017-04 | +0.98% | -1.10% | 0.49% | — | — | — | +0.15 | 56.11 | 34.49% | 25.97% | 18.66% |
| 2017-03 | -1.53% | -2.06% | 0.49% | — | — | — | +0.12 | 55.50 | 34.49% | 24.56% | 19.14% |
| 2017-02 | +0.68% | -0.54% | 0.49% | — | — | — | -0.11 | 56.26 | 36.15% | 26.06% | 18.73% |
| 2017-01 | +1.60% | -1.21% | 0.49% | — | — | — | +0.48 | 55.92 | 34.57% | 22.80% | 21.89% |
| 2016-12 | +0.38% | -2.77% | 0.51% | — | — | — | +0.28 | 2.46 | 32.93% | 24.39% | 17.89% |
| 2016-11 | +0.02% | -3.14% | 0.51% | — | — | — | +0.21 | 2.17 | 32.72% | 23.04% | 17.05% |
| 2016-10 | -0.60% | -3.16% | 0.51% | — | — | — | +0.28 | 1.96 | 32.14% | 23.98% | 13.27% |
| 2016-09 | -0.52% | -2.57% | 0.51% | — | — | — | +0.17 | 1.68 | 31.55% | 23.21% | 12.50% |
| 2016-08 | -0.35% | -2.06% | 0.51% | — | — | — | +0.04 | 1.51 | 31.79% | 23.84% | 13.91% |
| 2016-07 | +1.38% | -1.72% | 0.51% | — | — | — | +0.55 | 1.50 | 31.33% | 28.67% | 14.67% |
| 2016-06 | -0.46% | -3.06% | 0.51% | — | — | — | +0.00 | 0.94 | 29.79% | 24.47% | 14.89% |
| 2016-05 | -1.13% | -2.61% | 0.51% | — | — | — | — | 0.94 | — | — | — |
| 2016-04 | +0.73% | -1.49% | 0.51% | — | — | — | — | 0.11 | — | — | — |
| 2016-03 | -1.31% | -2.21% | 0.51% | — | — | — | — | 0.05 | — | — | — |
| 2016-02 | -0.91% | -0.91% | 0.51% | — | — | — | — | 0.04 | — | — | — |
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.