נתונים היסטוריים · פנסיה

מיטב פנסיה מקיפה לבני 50 ומטה

נתונים היסטוריים מלאים עבור מיטב פנסיה מקיפה לבני 50 ומטה, 163 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2155 | שם קרן: מיטב פנסיה מקיפה לבני 50 ומטה | סיווג קרן: קרנות חדשות | 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 163
תשואה חודשית אחרונה +2.22%
תשואה מצטברת מההתחלה +208.60%
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 +2.22% +208.60% 0.11% +2.40% 1.51 6.17% -93.54 31670.90 57.26% 47.04% 19.60%
2026-04 +4.61% +201.90% 0.11% +1.80% 1.44 6.17% +80.96 31138.86 55.86% 48.03% 20.03%
2026-03 -2.55% +188.60% 0.11% +1.68% 1.33 5.96% +22.60 29688.20 55.38% 48.62% 18.82%
2026-02 +0.76% +196.15% 0.11% +1.92% 1.68 5.79% -50.80 30436.81 55.67% 49.08% 20.27%
2026-01 +2.45% +193.92% 0.11% +2.16% 1.69 5.79% -40.83 30256.78 55.60% 46.01% 20.36%
2025-12 +1.25% +186.89% 0.11% +2.04% 1.60 5.75% +333.67 29576.41 55.91% 47.01% 19.53%
2025-11 +1.34% +183.34% 0.11% +2.16% 1.60 5.79% -21.49 28882.56 56.43% 47.54% 20.01%
2025-10 +1.31% +179.60% 0.11% +2.28% 1.60 6.10% +61.51 28547.65 55.40% 47.56% 21.16%
2025-09 +2.35% +175.98% 0.11% +2.16% 1.56 6.10% -34.78 28119.11 53.79% 47.79% 22.34%
2025-08 +1.22% +169.65% 0.11% +2.28% 1.44 6.13% +206.98 27512.62 53.10% 47.72% 20.48%
2025-07 +1.47% +166.40% 0.11% +2.28% 1.44 6.24% +146.17 26999.75 53.53% 47.55% 20.10%
2025-06 +3.13% +162.54% 0.11% +2.16% 1.44 6.30% +163.76 26462.40 53.69% 47.84% 20.32%
2025-05 +3.13% +154.57% 0.11% +2.88% 1.31 6.24% +233.73 25524.08 52.71% 49.25% 24.30%
2025-04 +0.68% +146.84% 0.11% +2.88% 1.21 6.17% +71.67 24519.17 52.04% 49.28% 22.97%
2025-03 -1.03% +145.18% 0.11% +3.12% 1.26 6.48% +204.50 24277.55 52.53% 50.31% 23.27%
2025-02 -0.14% +147.73% 0.11% +3.00% 1.08 7.76% +77.38 24390.47 53.04% 48.72% 23.34%
2025-01 +1.45% +148.07% 0.11% +3.12% 1.06 7.93% -99.48 24345.83 52.86% 50.04% 22.91%
2024-12 +0.70% +144.53% 0.10% +3.12% 1.03 7.93% +70.65 24095.63 53.54% 49.67% 23.26%
2024-11 +2.40% +142.83% 0.10% +3.24% 1.04 7.93% -57.99 23859.41 54.47% 51.45% 25.69%
2024-10 +0.26% +137.14% 0.10% +3.24% 0.97 7.90% +105.39 23357.75 53.19% 51.09% 26.48%
2024-09 +2.21% +136.52% 0.10% +3.24% 1.01 7.90% +59.16 23191.51 53.64% 49.49% 27.60%
2024-08 +1.07% +131.41% 0.10% 0.92 7.90% +306.56 22630.50 52.20% 48.51% 26.91%
2024-07 +1.33% +128.96% 0.10% +3.24% 0.92 7.90% +10.44 21948.67 53.31% 51.45% 28.03%
2024-06 +1.38% +125.95% 0.10% +3.36% 0.89 7.90% +146.77 21652.03 53.35% 51.76% 29.85%
2024-05 +1.79% +122.88% 0.10% +3.12% 0.88 7.93% +246.27 21212.10 53.56% 52.61% 29.08%
2024-04 -1.26% +118.96% 0.10% +3.00% 0.80 7.97% +155.59 20594.68 51.50% 51.62% 27.32%
2024-03 +2.44% +121.75% 0.10% +3.00% 0.93 7.93% +69.72 20700.99 50.65% 51.09% 28.33%
2024-02 +2.00% +116.47% 0.10% +3.00% 0.85 7.90% +279.53 20138.16 47.25% 47.88% 27.55%
2024-01 +0.34% +112.23% 0.10% +3.12% 0.80 7.90% +135.94 19467.52 46.77% 48.18% 28.27%
2023-12 +2.23% +111.51% 0.10% +3.00% 0.85 7.93% +267.98 19266.03 47.66% 47.93% 28.58%
2023-11 +3.16% +106.89% 0.10% +3.12% 0.72 8.14% +103.38 18580.46 46.75% 48.39% 28.46%
2023-10 -2.04% +100.56% 0.10% +3.12% 0.63 8.04% +220.25 17908.60 46.70% 50.63% 25.87%
2023-09 -0.95% +104.73% 0.10% +2.76% 0.73 8.04% +109.87 18059.20 46.36% 47.99% 26.72%
2023-08 -0.19% +106.70% 0.10% +2.76% 0.80 8.04% -386.65 18123.55 47.98% 49.45% 27.95%
2023-07 +2.76% +107.09% 0.10% +2.76% 0.85 8.04% -16.90 18138.47 48.76% 48.78% 26.57%
2023-06 +1.90% +101.53% 0.10% +2.64% 0.78 7.97% -167.66 17422.11 48.42% 47.88% 26.17%
2023-05 +1.01% +97.77% 0.10% +2.52% 0.73 7.97% -151.37 16987.26 47.91% 43.24% 26.41%
2023-04 +1.87% +95.79% 0.10% +2.40% 0.71 7.97% +89.27 16736.18 46.66% 43.97% 26.01%
2023-03 +0.24% +92.20% 0.10% +2.16% 0.67 7.93% +47.25 16277.28 46.30% 44.44% 25.05%
2023-02 -0.75% +91.74% 0.10% +2.40% 0.67 7.93% -109.17 16104.64 48.02% 46.41% 26.61%
2023-01 +2.63% +93.19% 0.10% +2.40% 0.71 7.97% +108.09 16055.75 48.97% 45.37% 24.30%
2022-12 -1.89% +88.24% 0.12% +2.28% 0.65 7.93% +133.19 15538.12 48.05% 43.92% 20.32%
2022-11 +1.62% +91.86% 0.12% +2.52% 0.77 7.86% -1.54 15613.00 48.41% 42.08% 22.18%
2022-10 +2.58% +88.80% 0.12% +2.16% 0.73 7.86% +196.27 15268.76 48.68% 41.27% 21.29%
2022-09 -4.08% +84.05% 0.12% +2.16% 0.65 7.79% +109.00 14688.44 49.38% 40.47% 19.84%
2022-08 -0.51% +91.88% 0.12% +2.28% 0.90 7.52% +72.00 15206.08 51.79% 40.41% 20.26%
2022-07 +3.68% +92.87% 0.12% +2.04% 0.94 7.52% +211.16 15212.12 51.92% 41.71% 21.49%
2022-06 -2.67% +86.02% 0.12% +1.92% 0.82 7.38% +141.10 14460.42 52.58% 43.34% 21.35%
2022-05 -2.44% +91.12% 0.12% +2.28% 0.97 7.24% +188.62 14713.84 53.96% 43.97% 22.32%
2022-04 -1.40% +95.90% 0.12% +2.16% 1.15 7.10% +251.42 14883.23 56.22% 43.16% 20.61%
2022-03 +1.15% +98.69% 0.12% +2.28% 1.26 7.07% +167.45 14841.10 56.88% 44.06% 23.16%
2022-02 -0.28% +96.43% 0.12% +2.28% 1.22 7.07% +101.06 14500.48 55.66% 42.47% 23.34%
2022-01 -1.91% +96.98% 0.12% +2.40% 1.26 7.03% +143.59 14441.26 54.78% 42.04% 23.01%
2021-12 +1.89% +100.81% 0.15% +3.00% 1.40 6.93% +39.69 14581.30 56.12% 43.48% 21.82%
2021-11 +0.16% +97.09% 0.15% +3.00% 1.34 6.93% +3952.10 14271.99 56.03% 44.53% 18.75%
2021-10 +3.14% +96.77% 0.15% +3.12% 1.37 6.93% +96.69 10301.60 56.40% 46.25% 23.10%
2021-09 -0.69% +90.78% 0.15% +3.00% 1.26 6.82% +132.29 9891.92 55.02% 45.43% 22.24%
2021-08 +1.78% +92.11% 0.15% +3.36% 1.30 6.82% +72.06 9828.25 56.42% 46.96% 23.64%
2021-07 +0.63% +88.75% 0.15% +3.48% 1.25 6.79% +117.07 9583.93 55.20% 46.28% 24.18%
2021-06 +1.12% +87.57% 0.15% +3.48% 1.26 6.86% +97.55 9409.35 55.99% 47.94% 23.67%
2021-05 +1.30% +85.49% 0.15% +3.36% 1.22 6.89% +107.37 9207.98 54.14% 45.70% 22.70%
2021-04 +2.58% +83.11% 0.15% +3.48% 1.18 6.89% +112.37 9004.09 53.71% 47.79% 24.04%
2021-03 +2.24% +78.50% 0.15% +3.24% 1.10 6.82% +102.26 8666.87 53.11% 46.91% 24.52%
2021-02 +1.16% +74.59% 0.15% +3.36% 1.04 6.82% +78.96 8375.37 52.96% 45.51% 23.32%
2021-01 +0.74% +72.59% 0.15% +2.88% 0.99 6.86% +56.26 8201.81 51.42% 44.96% 22.23%
2020-12 +2.48% +71.32% 0.18% +3.24% 0.94 6.93% +100.66 8086.03 48.52% 42.84% 22.12%
2020-11 +5.03% +67.18% 0.18% +2.88% 0.83 6.93% +64.17 7751.41 48.51% 43.59% 22.49%
2020-10 +0.56% +59.17% 0.18% +3.12% 0.66 6.62% +91.19 7316.30 43.97% 42.53% 21.93%
2020-09 -1.37% +58.29% 0.18% +3.12% 0.68 6.69% +63.23 7185.36 45.67% 44.62% 22.57%
2020-08 +3.32% +60.48% 0.18% +3.12% 0.73 6.72% +44.23 7220.58 45.62% 44.91% 23.41%
2020-07 +3.03% +55.33% 0.18% +2.88% 0.57 6.69% +106.91 6942.92 45.69% 44.80% 22.40%
2020-06 -0.21% +50.76% 0.18% +2.88% 0.47 6.58% +39.60 6633.03 43.86% 43.41% 20.78%
2020-05 +1.48% +51.08% 0.18% +2.88% 0.46 6.62% +64.16 6607.83 44.26% 41.83% 19.62%
2020-04 +5.31% +48.87% 0.18% +2.52% 0.42 6.62% +81.20 6446.88 42.91% 39.02% 17.65%
2020-03 -8.80% +41.37% 0.18% +2.64% 0.21 6.20% +106.72 6041.60 42.59% 37.90% 16.52%
2020-02 -3.04% +55.01% 0.18% +3.12% 0.98 4.64% +96.68 6513.23 45.39% 40.69% 17.30%
2020-01 +0.66% +59.87% 0.18% +3.00% 1.39 4.47% +126.32 6621.22 45.96% 40.37% 19.07%
2019-12 +0.93% +58.82% 0.21% +2.88% 1.36 4.47% +150.30 6452.28 45.22% 37.74% 19.39%
2019-11 +1.31% +57.36% 0.21% +2.40% 1.26 4.54% +79.03 6242.48 46.13% 38.98% 20.62%
2019-10 +1.30% +55.32% 0.21% +2.52% 1.22 4.54% +152.43 6082.59 45.67% 38.35% 19.96%
2019-09 +1.61% +53.33% 0.21% +2.52% 1.13 4.54% +22.88 5852.28 46.11% 38.01% 19.49%
2019-08 -0.62% +50.90% 0.21% +2.40% 1.05 4.50% +111.04 5704.05 45.25% 38.19% 19.11%
2019-07 +0.39% +51.84% 0.21% +2.40% 1.15 4.54% +118.74 5627.06 42.65% 35.60% 18.41%
2019-06 +2.16% +51.25% 0.21% +2.28% 1.13 4.54% +100.71 5486.84 43.47% 35.05% 20.48%
2019-05 -1.33% +48.05% 0.21% +2.28% 1.00 4.47% +103.02 5270.55 41.93% 34.39% 19.48%
2019-04 +2.17% +50.05% 0.21% +2.40% 1.16 4.40% +123.52 5237.02 46.94% 37.77% 21.65%
2019-03 +0.53% +46.86% 0.21% +2.28% 1.04 4.33% +89.00 5003.38 44.51% 35.66% 22.77%
2019-02 +1.24% +46.09% 0.21% +2.40% 1.03 4.36% +113.92 4887.61 45.18% 36.92% 22.58%
2019-01 +2.87% +44.30% 0.21% +2.28% 0.99 4.36% +94.94 4714.41 42.99% 36.16% 23.26%
2018-12 -3.51% +40.27% 0.27% +2.28% 0.81 +138.52 4489.11 42.06% 34.20% 22.54%
2018-11 +0.83% +45.37% 0.27% +2.52% 1.29 +103.74 4511.77 42.62% 32.34% 23.52%
2018-10 -2.02% +44.18% 0.27% +2.40% 1.26 +84.10 4371.57 41.19% 29.90% 21.71%
2018-09 +0.21% +47.15% 0.27% +2.76% 1.61 +99.42 4376.15 44.18% 31.27% 22.52%
2018-08 +1.32% +46.84% 0.27% +2.76% 1.66 +109.46 4266.16 44.51% 32.31% 23.03%
2018-07 +1.52% +44.93% 0.27% +2.88% 1.55 +71.73 4100.96 43.67% 30.18% 22.65%
2018-06 +0.04% +42.76% 0.27% +2.88% 1.49 +76.87 3967.88 43.11% 30.27% 21.72%
2018-05 +0.34% +42.70% 0.27% +3.00% 1.44 +114.09 3886.08 43.05% 31.09% 21.49%
2018-04 +1.01% +42.22% 0.27% +3.24% 1.46 +55.65 3759.32 42.86% 30.76% 21.35%
2018-03 -0.65% +40.80% 0.27% +3.24% 1.40 +177.39 3665.46 42.00% 31.19% 19.19%
2018-02 -1.18% +41.72% 0.27% +3.24% 1.50 +99.07 3511.66 45.21% 32.08% 18.76%
2018-01 +2.01% +43.41% 0.27% +3.24% 1.71 +29.53 3432.87 45.63% 29.14% 20.15%
2017-12 +1.01% +40.58% 0.22% +3.12% 1.61 +23.70 3336.07 44.83% 28.70% 20.01%
2017-11 +0.90% +39.18% 0.22% +3.36% 1.53 +78.78 3279.17 44.42% 31.29% 19.49%
2017-10 +0.98% +37.94% 0.22% +3.36% 1.47 +118.42 3167.22 43.93% 32.16% 19.30%
2017-09 +0.82% +36.60% 0.22% +3.36% 1.43 +75.63 3021.95 44.13% 33.09% 19.00%
2017-08 -0.17% +35.49% 0.22% +3.24% 1.41 -6.14 2921.69 42.30% 31.74% 19.90%
2017-07 +1.00% +35.72% 0.22% +3.36% 1.46 +281.71 2932.71 40.89% 29.98% 18.49%
2017-06 -0.45% +34.37% 0.22% +3.36% 1.43 +109.82 2623.55 41.49% 30.52% 17.20%
2017-05 +1.27% +34.98% 0.22% +3.48% 1.50 +55.22 2524.81 42.22% 31.42% 17.36%
2017-04 +1.07% +33.29% 0.22% +3.48% 1.32 +35.25 2437.78 41.98% 31.95% 18.87%
2017-03 +0.30% +31.88% 0.22% +3.36% 1.27 +59.94 2378.55 42.16% 31.91% 18.63%
2017-02 +0.72% +31.48% 0.22% +3.24% 1.28 +66.45 2329.16 42.20% 31.50% 18.86%
2017-01 +0.52% +30.54% 0.22% +3.12% 1.25 +109.62 2248.03 42.62% 32.19% 18.22%
2016-12 +1.06% +29.87% 0.24% +3.24% 1.26 +34.09 2042.59 41.87% 34.40% 17.89%
2016-11 +0.94% +28.51% 0.24% +3.24% 1.19 +37.40 1987.22 41.09% 32.17% 17.71%
2016-10 +0.20% +27.31% 0.24% +3.12% 1.11 +30.77 1932.89 40.19% 31.22% 16.83%
2016-09 -0.32% +27.05% 0.24% +3.12% 1.15 +30.89 1898.30 40.21% 30.89% 17.00%
2016-08 +0.63% +27.46% 0.24% +3.00% 1.14 +37.70 1874.50 40.52% 30.51% 16.95%
2016-07 +2.73% +26.66% 0.24% +2.76% 1.05 +25.76 1825.57 45.20% 35.13% 17.23%
2016-06 -0.65% +23.30% 0.24% +2.52% 0.89 +37.76 1750.44 43.88% 36.62% 16.62%
2016-05 +0.67% +24.10% 0.24% +2.64% 0.94 1724.31
2016-04 +0.93% +23.28% 0.24% +2.52% 0.88 1678.61
2016-03 +1.82% +22.14% 0.24% +2.52% 0.82 1636.67
2016-02 -0.99% +19.96% 0.24% +2.52% 0.69 1582.50
2016-01 -1.69% +21.16% 0.24% +2.64% 0.79 1581.10
2015-12 -1.24% +23.24% 0.30% +2.64% 0.99 1579.03
2015-11 +0.29% +24.79% 0.30% +2.76% 1.16 1559.37
2015-10 +2.80% +24.43% 0.30% +2.64% 1.14 1522.76
2015-09 -1.80% +21.04% 0.30% +2.52% 1.02 1459.28
2015-08 -1.99% +23.26% 0.30% +2.64% 1.30 1457.00
2015-07 +1.37% +25.76% 0.30% +2.76% 1.62 1461.72
2015-06 -1.40% +24.06% 0.30% +2.76% 1.56 1429.34
2015-05 +0.78% +25.82% 0.30% +2.52% 1.80 1425.89
2015-04 +0.60% +24.85% 0.30% +2.52% 1.67 1398.40
2015-03 +1.01% +24.10% 0.30% +2.52% 1.61 1369.05
2015-02 +2.30% +22.86% 0.30% +2.52% 1.58 1324.50
2015-01 +0.20% +20.10% 0.30% +2.52% 1.48 1271.29
2014-12 -1.30% +19.86% 0.35% +2.64% 1.46 1243.65
2014-11 +1.65% +21.44% 0.35% +2.88% 1.69 1231.55
2014-10 -0.28% +19.47% 0.35% +2.88% 1.63 1195.39
2014-09 +0.63% +19.80% 0.35% +3.00% 1.72 1173.74
2014-08 +1.80% +19.05% 0.35% +3.12% 1.71 1153.80
2014-07 -0.23% +16.95% 0.35% +3.24% 1.62 1107.20
2014-06 -0.06% +17.22% 0.35% +3.12% 1.73 1091.44
2014-05 +0.82% +17.29% 0.35% +3.24% 1.80 1066.96
2014-04 +0.34% +16.33% 0.35% +3.48% 1.80 1039.38
2014-03 +1.10% +15.94% 0.35% +3.24% 1.83 1026.59
2014-02 +1.57% +14.68% 0.35% +3.72% 1.81 1003.19
2013-12 +0.08% +12.91% 0.41% +4.32% 1.87 961.13
2013-10 +1.42% +12.82% 0.41% +4.44% 1.47 4.99% 908.29
2013-09 +2.10% +11.24% 0.41% +3.72% 1.07 6.06% 882.67
2013-08 -0.13% +8.95% 0.41% +3.60% 0.83 6.41% 858.70
2013-07 +1.83% +9.09% 0.41% +3.60% 0.84 6.41% 852.56
2013-06 -1.37% +7.13% 0.41% +3.48% 0.71 6.48% 828.11
2013-05 +1.77% +8.62% 0.41% +3.12% 0.80 6.44% 840.33
2013-04 +0.68% +6.73% 0.41% +2.88% 0.73 6.41% 823.72
2013-03 +0.32% +6.01% 0.41% +2.40% 0.72 6.44% 812.02
2013-02 +0.89% +5.67% 0.41% +2.40% 0.65 6.58% 809.11
2013-01 +1.22% +4.74% 0.41% +2.28% 0.63 6.58% 794.26
2012-12 -0.03% +3.48% +2.16% 0.53 6.65% 602.23
2012-11 +0.52% +3.51% 608.55
2012-10 +1.26% +2.97% 606.53
2012-09 +1.69% +1.69% 600.19

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.