חודשים בטווח
112
מיטב קופת גמל להשקעה לחיסכון ארוך טווח לילד אחר חיסכון לכל ילד - חוסכים המעדיפים סיכון בינוני
נתונים היסטוריים מלאים עבור מיטב קופת גמל להשקעה לחיסכון ארוך טווח לילד אחר חיסכון לכל ילד - חוסכים המעדיפים סיכון בינוני, 112 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 11386 | שם קרן: מיטב קופת גמל להשקעה לחיסכון ארוך טווח לילד אחר חיסכון לכל ילד - חוסכים המעדיפים סיכון בינוני | סיווג קרן: קופת גמל להשקעה - חסכון לילד | חברה שולטת: מיטב דש השקעות בע"מ | חברה מנהלת: מיטב גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מודל חכ"מ אחר | תת התמחות: חיסכון לילד -חוסכים המעדיפים סיכון בינוני.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מיטב קופת גמל להשקעה לחיסכון ארוך טווח לילד אחר חיסכון לכל ילד - חוסכים המעדיפים סיכון בינוני ישירות למייל.
תשואה חודשית אחרונה
+1.87%
תשואה מצטברת מההתחלה
+91.44%
| 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 | +1.87% | +91.44% | 0.02% | +0.84% | 1.17 | 6.14% | +0.36 | 306.34 | 47.90% | 43.49% | 17.82% |
| 2026-04 | +4.03% | +87.92% | 0.02% | +0.36% | 1.11 | 6.11% | +0.62 | 300.36 | 47.22% | 44.92% | 18.26% |
| 2026-03 | -2.55% | +80.64% | 0.02% | +0.24% | 0.99 | 5.95% | +0.43 | 288.14 | 46.36% | 45.25% | 17.26% |
| 2026-02 | +0.74% | +85.37% | 0.02% | +0.36% | 1.29 | 5.78% | +0.18 | 295.25 | 46.62% | 45.33% | 18.44% |
| 2026-01 | +2.14% | +84.01% | 0.02% | +0.60% | 1.29 | 5.78% | +0.40 | 292.93 | 46.78% | 42.52% | 18.61% |
| 2025-12 | +1.19% | +80.15% | 0.01% | +0.48% | 1.21 | 5.74% | +0.08 | 286.41 | 46.69% | 43.41% | 17.88% |
| 2025-11 | +1.07% | +78.04% | 0.01% | +0.48% | 1.20 | 5.77% | +0.03 | 282.97 | 46.60% | 43.62% | 18.25% |
| 2025-10 | +1.49% | +76.15% | 0.01% | +0.60% | 1.22 | 5.98% | -0.20 | 279.93 | 45.97% | 44.10% | 18.87% |
| 2025-09 | +2.01% | +73.57% | 0.01% | +0.48% | 1.17 | 5.97% | +0.34 | 276.02 | 45.66% | 45.07% | 20.62% |
| 2025-08 | +1.22% | +70.15% | 0.01% | +0.60% | 1.05 | 6.04% | +0.28 | 270.25 | 45.00% | 45.42% | 18.68% |
| 2025-07 | +1.19% | +68.09% | 0.01% | +0.48% | 1.05 | 6.11% | +0.26 | 266.72 | 45.25% | 45.19% | 18.45% |
| 2025-06 | +3.28% | +66.12% | 0.01% | +0.48% | 1.05 | 6.18% | +0.91 | 263.33 | 45.32% | 45.44% | 18.62% |
| 2025-05 | +2.23% | +60.84% | 0.01% | +0.84% | 0.90 | 6.10% | +0.67 | 254.09 | 44.54% | 46.90% | 22.43% |
| 2025-04 | +0.61% | +57.33% | 0.01% | +0.96% | 0.84 | 6.07% | +0.77 | 247.90 | 43.42% | 45.78% | 21.32% |
| 2025-03 | -0.95% | +56.38% | 0.01% | +1.20% | 0.89 | 6.42% | +0.38 | 245.61 | 43.45% | 46.93% | 21.33% |
| 2025-02 | +0.01% | +57.88% | 0.01% | +0.60% | 0.72 | 7.93% | +0.16 | 247.59 | 43.54% | 44.89% | 21.18% |
| 2025-01 | +1.36% | +57.86% | 0.01% | +0.96% | 0.70 | 8.04% | -1.03 | 247.41 | 44.00% | 46.83% | 21.02% |
| 2024-12 | +0.78% | +55.75% | 0.01% | +0.84% | 0.67 | 8.03% | -1.16 | 245.12 | 44.82% | 46.34% | 21.59% |
| 2024-11 | +2.35% | +54.54% | 0.01% | +0.96% | 0.66 | 8.03% | +0.19 | 244.37 | 44.99% | 47.15% | 23.19% |
| 2024-10 | +0.16% | +50.99% | 0.01% | +0.84% | 0.59 | 7.99% | +1.14 | 238.58 | 44.25% | 46.79% | 24.54% |
| 2024-09 | +1.82% | +50.75% | 0.01% | +0.84% | 0.63 | 8.00% | +1.07 | 237.07 | 44.58% | 45.49% | 25.62% |
| 2024-08 | +1.16% | +48.06% | 0.01% | — | 0.55 | 7.99% | +0.68 | 231.78 | 43.99% | 45.27% | 25.25% |
| 2024-07 | +1.45% | +46.36% | 0.01% | +0.96% | 0.55 | 7.99% | +0.26 | 228.46 | 44.39% | 47.93% | 25.60% |
| 2024-06 | +1.18% | +44.27% | 0.01% | +1.08% | 0.51 | 7.98% | +0.82 | 224.93 | 44.60% | 48.05% | 27.04% |
| 2024-05 | +1.28% | +42.58% | 0.01% | +0.84% | 0.50 | 7.99% | +0.90 | 221.49 | 44.63% | 49.00% | 26.08% |
| 2024-04 | -1.60% | +40.78% | 0.01% | +0.72% | 0.45 | 8.02% | +1.16 | 217.82 | 43.79% | 48.64% | 24.49% |
| 2024-03 | +2.18% | +43.07% | 0.01% | +0.72% | 0.57 | 7.98% | +0.13 | 220.16 | 44.06% | 48.85% | 25.56% |
| 2024-02 | +1.77% | +40.02% | 0.01% | +0.60% | 0.51 | 7.94% | +0.76 | 215.34 | 42.32% | 46.58% | 25.10% |
| 2024-01 | +0.29% | +37.58% | 0.01% | +0.72% | 0.46 | 7.93% | +0.96 | 210.84 | 41.31% | 46.40% | 25.37% |
| 2023-12 | +2.65% | +37.19% | 0.01% | +0.60% | 0.50 | 7.98% | +1.19 | 209.28 | 42.23% | 46.68% | 26.53% |
| 2023-11 | +3.70% | +33.64% | 0.01% | +0.60% | 0.37 | 8.07% | +1.38 | 202.72 | 40.27% | 46.19% | 25.64% |
| 2023-10 | -2.42% | +28.88% | 0.01% | +0.48% | 0.23 | 7.93% | +1.68 | 194.15 | 40.36% | 48.95% | 23.74% |
| 2023-09 | -1.45% | +32.07% | 0.01% | +0.24% | 0.35 | 7.89% | +1.09 | 197.25 | 39.59% | 45.69% | 24.14% |
| 2023-08 | -0.26% | +34.01% | 0.01% | +0.24% | 0.44 | 7.85% | +0.97 | 199.05 | 41.17% | 46.87% | 25.05% |
| 2023-07 | +2.51% | +34.36% | 0.01% | +0.24% | 0.49 | 7.86% | +0.91 | 198.57 | 42.30% | 46.08% | 25.18% |
| 2023-06 | +1.71% | +31.07% | 0.01% | +0.12% | 0.42 | 7.80% | +1.15 | 192.82 | 41.44% | 44.52% | 24.66% |
| 2023-05 | +1.02% | +28.87% | 0.01% | +0.00% | 0.36 | 7.78% | +1.32 | 188.45 | 40.35% | 39.42% | 23.96% |
| 2023-04 | +1.59% | +27.57% | 0.01% | -0.24% | 0.33 | 7.78% | +1.70 | 185.25 | 40.23% | 39.14% | 23.40% |
| 2023-03 | +0.35% | +25.57% | 0.01% | -0.36% | 0.29 | 7.76% | +1.34 | 180.67 | 39.30% | 38.68% | 21.70% |
| 2023-02 | -1.63% | +25.13% | 0.01% | -0.12% | 0.29 | 7.77% | +1.71 | 178.69 | 40.81% | 39.96% | 24.69% |
| 2023-01 | +2.58% | +27.21% | 0.01% | -0.12% | 0.36 | 7.75% | +1.63 | 179.93 | 41.07% | 37.36% | 22.10% |
| 2022-12 | -2.04% | +24.01% | 0.01% | -0.24% | 0.29 | 7.71% | +1.55 | 173.81 | 40.21% | 36.09% | 18.47% |
| 2022-11 | +1.27% | +26.59% | 0.01% | +0.00% | 0.41 | 7.64% | +1.32 | 175.85 | 40.49% | 33.30% | 20.10% |
| 2022-10 | +2.23% | +25.00% | 0.01% | -0.36% | 0.38 | 7.63% | +1.61 | 172.34 | 40.45% | 31.92% | 19.32% |
| 2022-09 | -3.95% | +22.28% | 0.01% | -0.36% | 0.30 | 7.59% | +1.59 | 166.98 | 40.76% | 30.51% | 17.98% |
| 2022-08 | -1.04% | +27.31% | 0.01% | -0.36% | 0.52 | 7.34% | +1.53 | 172.22 | 42.72% | 30.51% | 17.83% |
| 2022-07 | +3.40% | +28.64% | 0.01% | -0.48% | 0.59 | 7.31% | +1.56 | 172.52 | 42.93% | 31.99% | 19.29% |
| 2022-06 | -2.33% | +24.41% | 0.01% | -0.72% | 0.46 | 7.19% | +1.60 | 165.33 | 43.39% | 33.67% | 18.72% |
| 2022-05 | -2.95% | +27.38% | 0.01% | -0.36% | 0.58 | 7.10% | +1.60 | 167.60 | 45.28% | 35.23% | 19.84% |
| 2022-04 | -1.58% | +31.25% | 0.01% | -0.36% | 0.77 | 6.94% | +1.56 | 171.03 | 46.72% | 33.98% | 19.63% |
| 2022-03 | +0.55% | +33.36% | 0.01% | -0.36% | 0.88 | 6.88% | +1.49 | 172.19 | 46.65% | 34.44% | 21.14% |
| 2022-02 | -0.64% | +32.63% | 0.01% | -0.48% | 0.86 | 6.88% | +1.48 | 169.79 | 46.17% | 33.57% | 21.03% |
| 2022-01 | -2.22% | +33.49% | 0.01% | -0.48% | 0.91 | 6.86% | +1.46 | 169.39 | 45.74% | 33.55% | 20.72% |
| 2021-12 | +1.27% | +36.52% | 0.00% | — | — | — | +1.49 | 171.75 | 46.82% | 34.97% | 20.19% |
| 2021-11 | +0.08% | +34.80% | 0.00% | — | — | — | +1.50 | 168.09 | 44.92% | 33.89% | 18.42% |
| 2021-10 | +2.72% | +34.70% | 0.00% | — | — | — | +1.47 | 166.47 | 46.95% | 34.03% | 21.95% |
| 2021-09 | -0.69% | +31.13% | 0.00% | — | — | — | +1.70 | 160.63 | 46.46% | 34.51% | 22.04% |
| 2021-08 | +1.39% | +32.04% | 0.00% | — | — | — | +1.56 | 160.06 | 46.70% | 35.56% | 22.97% |
| 2021-07 | +0.45% | +30.23% | 0.00% | — | — | — | +1.78 | 156.30 | 46.12% | 34.82% | 23.21% |
| 2021-06 | +0.75% | +29.65% | 0.00% | — | — | — | +1.77 | 153.83 | 46.45% | 36.16% | 22.97% |
| 2021-05 | +0.92% | +28.68% | 0.00% | — | — | — | +1.72 | 150.91 | 45.04% | 34.69% | 21.83% |
| 2021-04 | +1.97% | +27.51% | 0.00% | — | — | — | +1.73 | 147.81 | 46.09% | 38.22% | 23.56% |
| 2021-03 | +1.39% | +25.05% | 0.00% | — | — | — | +1.81 | 143.25 | 43.85% | 35.56% | 22.95% |
| 2021-02 | +0.82% | +23.33% | 0.00% | — | — | — | +1.84 | 139.48 | 42.39% | 33.81% | 22.17% |
| 2021-01 | +0.86% | +22.33% | 0.00% | — | — | — | +1.79 | 136.56 | 41.98% | 34.90% | 22.30% |
| 2020-12 | +1.90% | +21.28% | 0.00% | — | — | — | +1.81 | 133.66 | 40.65% | 33.73% | 21.73% |
| 2020-11 | +4.27% | +19.02% | 0.00% | — | — | — | +1.87 | 129.36 | 39.76% | 33.81% | 21.93% |
| 2020-10 | +0.39% | +14.15% | 0.00% | — | — | — | +1.96 | 122.26 | 36.70% | 32.82% | 21.79% |
| 2020-09 | -1.62% | +13.71% | 0.00% | — | — | — | +1.92 | 119.87 | 37.85% | 34.49% | 22.40% |
| 2020-08 | +2.85% | +15.58% | 0.00% | — | — | — | +1.85 | 119.90 | 38.04% | 35.02% | 21.74% |
| 2020-07 | +2.77% | +12.38% | 0.00% | — | — | — | +1.93 | 114.76 | 36.82% | 33.34% | 21.24% |
| 2020-06 | -0.78% | +9.35% | 0.00% | — | — | — | +1.94 | 109.79 | 36.21% | 32.78% | 20.69% |
| 2020-05 | +1.55% | +10.21% | 0.00% | — | — | — | +2.00 | 108.72 | 36.19% | 31.58% | 19.65% |
| 2020-04 | +5.32% | +8.52% | 0.00% | — | — | — | +1.99 | 105.11 | 35.62% | 29.55% | 17.41% |
| 2020-03 | -9.79% | +3.04% | 0.00% | — | — | — | +1.99 | 97.86 | 35.72% | 29.22% | 16.75% |
| 2020-02 | -2.45% | +14.22% | 0.00% | — | — | — | +1.93 | 106.11 | 37.84% | 32.82% | 17.38% |
| 2020-01 | +0.43% | +17.09% | 0.00% | — | — | — | +1.95 | 106.86 | 39.02% | 33.09% | 18.41% |
| 2019-12 | +0.74% | +16.59% | 0.00% | — | — | — | +1.91 | 104.47 | 38.78% | 31.14% | 19.37% |
| 2019-11 | +1.02% | +15.74% | 0.00% | — | — | — | +1.99 | 101.79 | 39.40% | 31.89% | 19.79% |
| 2019-10 | +1.20% | +14.57% | 0.00% | — | — | — | +1.96 | 98.78 | 40.78% | 31.59% | 20.29% |
| 2019-09 | +1.51% | +13.21% | 0.00% | — | — | — | +2.04 | 95.66 | 40.07% | 30.61% | 18.73% |
| 2019-08 | -0.39% | +11.52% | 0.00% | — | — | — | +1.97 | 92.22 | 39.59% | 31.06% | 18.07% |
| 2019-07 | +0.73% | +11.96% | 0.00% | — | — | — | +4.09 | 90.62 | 35.79% | 27.06% | 17.90% |
| 2019-06 | +1.78% | +11.15% | 0.00% | — | — | — | +2.01 | 85.88 | 37.06% | 27.59% | 19.25% |
| 2019-05 | -1.13% | +9.21% | 0.00% | — | — | — | +4.12 | 82.40 | 33.79% | 25.23% | 18.90% |
| 2019-04 | +1.58% | +10.45% | 0.00% | — | — | — | +2.01 | 79.19 | 34.40% | 25.38% | 20.68% |
| 2019-03 | +0.59% | +8.74% | 0.00% | — | — | — | +2.03 | 75.97 | 34.25% | 24.98% | 20.84% |
| 2019-02 | +1.18% | +8.10% | 0.00% | — | — | — | +4.12 | 73.50 | 34.50% | 26.18% | 20.41% |
| 2019-01 | +2.56% | +6.84% | 0.00% | — | — | — | +2.09 | 68.57 | 35.83% | 26.99% | 21.55% |
| 2018-12 | -3.02% | +4.17% | 0.00% | — | — | — | +2.08 | 64.81 | 34.18% | 25.83% | 20.83% |
| 2018-11 | +0.30% | +7.42% | 0.00% | — | — | — | +2.03 | 64.69 | 35.65% | 25.37% | 21.13% |
| 2018-10 | -1.84% | +7.09% | 0.00% | — | — | — | +4.06 | 62.45 | 33.74% | 23.94% | 19.20% |
| 2018-09 | -0.01% | +9.10% | 0.00% | — | — | — | +2.11 | 59.49 | 35.15% | 25.40% | 20.74% |
| 2018-08 | +1.17% | +9.11% | 0.00% | — | — | — | +2.09 | 57.38 | 37.36% | 26.94% | 22.05% |
| 2018-07 | +1.14% | +7.85% | 0.00% | — | — | — | +2.08 | 54.62 | 36.53% | 24.90% | 20.21% |
| 2018-06 | -0.13% | +6.63% | 0.00% | — | — | — | +2.11 | 51.94 | 36.16% | 24.70% | 18.69% |
| 2018-05 | +0.13% | +6.77% | 0.00% | — | — | — | +2.09 | 49.91 | 38.77% | 27.47% | 18.73% |
| 2018-04 | +0.82% | +6.63% | 0.00% | — | — | — | +2.06 | 47.77 | 39.56% | 28.93% | 19.89% |
| 2018-03 | -0.64% | +5.77% | 0.00% | — | — | — | +2.08 | 45.34 | 38.24% | 27.72% | 17.95% |
| 2018-02 | -1.22% | +6.45% | 0.00% | — | — | — | +2.06 | 43.55 | 38.19% | 27.76% | 18.23% |
| 2018-01 | +1.74% | +7.76% | 0.00% | — | — | — | +2.08 | 42.01 | 36.87% | 26.28% | 19.07% |
| 2017-12 | +0.72% | +5.92% | — | — | — | — | +2.10 | 39.25 | 36.74% | 26.57% | 19.41% |
| 2017-11 | +0.74% | +5.16% | — | — | — | — | +2.13 | 36.87 | 37.29% | 28.45% | 20.48% |
| 2017-10 | +0.94% | +4.39% | — | — | — | — | +2.10 | 34.48 | 37.56% | 28.80% | 18.97% |
| 2017-09 | +0.49% | +3.42% | — | — | — | — | +2.11 | 32.07 | 36.11% | 26.72% | 18.65% |
| 2017-08 | +0.13% | +2.91% | — | — | — | — | +2.12 | 29.81 | 37.03% | 27.84% | 17.44% |
| 2017-07 | +1.07% | +2.78% | — | — | — | — | +2.16 | 27.64 | 36.00% | 26.19% | 15.74% |
| 2017-06 | -0.56% | +1.69% | — | — | — | — | +5.76 | 25.21 | 35.62% | 26.85% | 13.96% |
| 2017-05 | +1.08% | +2.27% | — | — | — | — | +5.47 | 19.58 | 36.06% | 28.50% | 17.42% |
| 2017-04 | +0.86% | +1.17% | — | — | — | — | +2.16 | 13.92 | 36.28% | 28.45% | 18.68% |
| 2017-03 | +0.00% | +0.31% | — | — | — | — | +7.24 | 11.65 | 30.73% | 24.55% | 15.54% |
| 2017-02 | +0.31% | +0.31% | — | — | — | — | +3.12 | 4.42 | 35.75% | 28.51% | 14.71% |
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.