חודשים בטווח
113
נתונים היסטוריים · קופות גמל להשקעה
מנורה מבטחים גמל להשקעה עוקב מדדי מניות
נתונים היסטוריים מלאים עבור מנורה מבטחים גמל להשקעה עוקב מדדי מניות, 113 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 8683 | שם קרן: מנורה מבטחים גמל להשקעה עוקב מדדי מניות | סיווג קרן: קופת גמל להשקעה | חברה שולטת: מנורה מבטחים החזקות בע"מ | חברה מנהלת: מנורה מבטחים פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: עוקבי מדדים | תת התמחות: עוקב מדדי מניות.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מנורה מבטחים גמל להשקעה עוקב מדדי מניות ישירות למייל.
תשואה חודשית אחרונה
+1.70%
תשואה מצטברת מההתחלה
+138.92%
| 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 | +1.70% | +138.92% | 0.57% | +0.60% | 1.18 | 8.50% | +0.08 | 550.43 | 98.96% | 68.87% | 48.09% |
| 2026-04 | +3.99% | +134.92% | 0.57% | -0.12% | 1.15 | 8.50% | +3.49 | 541.43 | 98.78% | 68.58% | 48.15% |
| 2026-03 | -4.04% | +125.91% | 0.57% | -0.12% | 1.06 | 8.43% | +7.45 | 517.62 | 98.41% | 69.44% | 49.72% |
| 2026-02 | +0.87% | +135.42% | 0.57% | +0.12% | 1.39 | 8.19% | +3.01 | 531.98 | 98.86% | 69.73% | 49.49% |
| 2026-01 | +4.03% | +133.39% | 0.57% | +0.48% | 1.40 | 8.19% | +5.57 | 524.65 | 99.34% | 69.71% | 49.26% |
| 2025-12 | +1.62% | +124.35% | 0.55% | +0.48% | 1.31 | 8.10% | -0.86 | 499.22 | 99.02% | 69.84% | 49.53% |
| 2025-11 | +1.08% | +120.77% | 0.55% | +0.48% | 1.30 | 8.13% | +4.91 | 492.41 | 99.25% | 70.10% | 49.92% |
| 2025-10 | +1.82% | +118.41% | 0.55% | +0.60% | 1.32 | 8.83% | +12.10 | 482.49 | 98.98% | 70.15% | 49.60% |
| 2025-09 | +1.76% | +114.51% | 0.55% | +0.00% | 1.27 | 8.85% | +10.86 | 462.16 | 99.03% | 70.19% | 49.79% |
| 2025-08 | +0.52% | +110.80% | 0.55% | +0.00% | 1.18 | 9.01% | +9.73 | 443.57 | 98.09% | 68.70% | 48.98% |
| 2025-07 | +1.80% | +109.71% | 0.55% | +0.24% | 1.23 | 9.12% | +15.75 | 431.77 | 99.32% | 69.03% | 49.77% |
| 2025-06 | +3.69% | +106.00% | 0.55% | +0.12% | 1.23 | 9.26% | +5.78 | 408.75 | 99.21% | 67.98% | 49.18% |
| 2025-05 | +4.44% | +98.67% | 0.55% | +1.08% | 1.11 | 9.24% | +6.18 | 388.68 | 98.51% | 69.41% | 50.84% |
| 2025-04 | -0.47% | +90.22% | 0.55% | +1.08% | 1.01 | 9.12% | +5.36 | 366.41 | 98.53% | 69.54% | 51.34% |
| 2025-03 | -2.75% | +91.12% | 0.55% | +1.68% | 1.12 | 9.78% | +9.16 | 362.82 | 98.31% | 70.38% | 52.75% |
| 2025-02 | +0.66% | +96.53% | 0.55% | +0.72% | 0.96 | 12.11% | +6.37 | 363.90 | 99.03% | 69.26% | 52.09% |
| 2025-01 | +3.14% | +95.24% | 0.55% | +0.84% | 0.88 | 12.49% | +16.60 | 355.40 | 98.84% | 69.16% | 52.29% |
| 2024-12 | -0.23% | +89.29% | 0.52% | +0.36% | 0.81 | 12.45% | +18.02 | 328.34 | 97.58% | 66.83% | 50.69% |
| 2024-11 | +2.34% | +89.73% | 0.52% | +0.84% | 0.85 | 12.44% | +5.98 | 311.23 | 98.05% | 67.06% | 50.71% |
| 2024-10 | +1.35% | +85.39% | 0.52% | +0.96% | 0.81 | 12.43% | +4.14 | 298.41 | 98.36% | 67.67% | 51.48% |
| 2024-09 | +2.96% | +82.92% | 0.52% | +0.36% | 0.82 | 12.46% | +5.24 | 290.47 | 98.62% | 68.96% | 52.82% |
| 2024-08 | +0.61% | +77.66% | 0.52% | — | 0.76 | 12.45% | +5.75 | 277.00 | 98.91% | 69.16% | 52.99% |
| 2024-07 | +1.54% | +76.59% | 0.52% | +0.60% | 0.74 | 12.54% | +5.86 | 269.63 | 97.45% | 69.31% | 53.52% |
| 2024-06 | +1.18% | +73.91% | 0.52% | +0.96% | 0.72 | 12.54% | +0.73 | 259.88 | 98.79% | 71.93% | 54.69% |
| 2024-05 | -0.08% | +71.88% | 0.52% | +0.84% | 0.73 | 12.60% | +1.30 | 256.23 | 99.38% | 71.05% | 53.57% |
| 2024-04 | -1.89% | +72.02% | 0.52% | +0.72% | 0.71 | 12.76% | -0.15 | 255.28 | 98.74% | 70.70% | 53.25% |
| 2024-03 | +5.10% | +75.33% | 0.52% | +0.60% | 0.82 | 12.74% | +0.59 | 260.45 | 98.66% | 70.20% | 53.10% |
| 2024-02 | +3.03% | +66.82% | 0.52% | +0.48% | 0.70 | 12.59% | +0.47 | 247.37 | 99.10% | 69.73% | 52.43% |
| 2024-01 | +0.94% | +61.92% | 0.52% | +0.72% | 0.65 | 12.56% | +2.71 | 239.81 | 98.15% | 73.06% | 55.12% |
| 2023-12 | +4.11% | +60.41% | 0.51% | +0.48% | 0.68 | 12.72% | +2.48 | 234.98 | 99.49% | 73.61% | 50.82% |
| 2023-11 | +4.17% | +54.08% | 0.51% | +0.36% | 0.51 | 13.12% | +1.16 | 223.51 | 98.27% | 74.54% | 51.84% |
| 2023-10 | -2.84% | +47.91% | 0.51% | +0.12% | 0.42 | 13.02% | +0.73 | 213.54 | 98.69% | 76.09% | 53.84% |
| 2023-09 | -2.24% | +52.23% | 0.51% | -0.48% | 0.48 | 13.12% | +0.93 | 219.24 | 99.02% | 73.78% | 51.54% |
| 2023-08 | -0.24% | +55.72% | 0.51% | -0.60% | 0.57 | 13.07% | -0.28 | 223.43 | 99.42% | 74.89% | 52.33% |
| 2023-07 | +4.60% | +56.10% | 0.51% | -0.60% | 0.61 | 13.08% | -2.01 | 224.36 | 99.93% | 75.06% | 52.35% |
| 2023-06 | +4.09% | +49.23% | 0.51% | -0.60% | 0.53 | 13.01% | -1.05 | 216.65 | 99.87% | 74.51% | 51.98% |
| 2023-05 | -1.15% | +43.37% | 0.51% | -1.08% | 0.44 | 12.91% | -0.11 | 209.31 | 99.32% | 73.58% | 51.34% |
| 2023-04 | +3.08% | +45.04% | 0.51% | -0.96% | 0.49 | 12.89% | +1.39 | 211.98 | 99.24% | 74.01% | 51.10% |
| 2023-03 | -0.52% | +40.70% | 0.51% | -0.96% | 0.44 | 12.89% | -2.43 | 204.40 | 99.85% | 74.73% | 51.51% |
| 2023-02 | -0.73% | +41.44% | 0.51% | -0.96% | 0.44 | 13.01% | -1.77 | 208.03 | 99.50% | 74.40% | 51.31% |
| 2023-01 | +4.01% | +42.48% | 0.51% | -0.96% | 0.46 | 13.05% | +1.21 | 211.45 | 98.64% | 71.92% | 48.85% |
| 2022-12 | -1.99% | +36.98% | 0.50% | -0.96% | 0.39 | 13.00% | +4.88 | 202.29 | 99.13% | 71.00% | 47.50% |
| 2022-11 | +2.72% | +39.77% | 0.50% | -0.96% | 0.47 | 12.96% | +2.54 | 201.58 | 97.98% | 68.60% | 47.62% |
| 2022-10 | +3.54% | +36.06% | 0.50% | -1.68% | 0.41 | 12.92% | -0.14 | 193.87 | 99.70% | 75.18% | 69.81% |
| 2022-09 | -4.44% | +31.41% | 0.50% | -1.44% | 0.34 | 12.86% | +0.53 | 187.51 | 88.71% | 64.10% | 64.10% |
| 2022-08 | -1.67% | +37.52% | 0.50% | -1.80% | 0.49 | 12.67% | +3.79 | 195.77 | 89.28% | 63.52% | 63.52% |
| 2022-07 | +3.61% | +39.85% | 0.50% | -2.04% | 0.54 | 12.64% | +2.24 | 195.49 | 91.16% | 66.17% | 66.17% |
| 2022-06 | -3.36% | +34.98% | 0.50% | -1.80% | 0.48 | 12.60% | +2.07 | 186.58 | 91.89% | 67.26% | 67.26% |
| 2022-05 | -2.68% | +39.67% | 0.50% | -1.68% | 0.57 | 12.49% | +1.41 | 191.09 | 93.22% | 68.10% | 68.10% |
| 2022-04 | -2.45% | +43.52% | 0.50% | -2.16% | 0.67 | 12.41% | +6.36 | 195.02 | 93.84% | 67.42% | 67.42% |
| 2022-03 | +1.75% | +47.12% | 0.50% | -1.92% | 0.77 | 12.33% | +3.99 | 193.56 | 97.24% | 70.77% | 70.77% |
| 2022-02 | -0.15% | +44.59% | 0.50% | -2.40% | 0.72 | 12.33% | +4.32 | 186.26 | 92.83% | 66.08% | 66.08% |
| 2022-01 | -2.99% | +44.81% | 0.50% | -2.04% | 0.74 | 12.33% | +9.93 | 182.38 | 95.00% | 68.00% | 68.00% |
| 2021-12 | +2.92% | +49.28% | 0.53% | -1.44% | 0.83 | 12.24% | +12.80 | 178.08 | 94.26% | 62.56% | 62.56% |
| 2021-11 | -0.76% | +45.04% | 0.53% | — | — | — | +2.77 | 160.51 | 96.23% | 66.38% | 66.38% |
| 2021-10 | +2.58% | +46.15% | 0.53% | — | — | — | +4.62 | 159.18 | 93.87% | 66.22% | 66.22% |
| 2021-09 | -1.20% | +42.47% | 0.53% | — | — | — | +3.67 | 150.73 | 96.55% | 65.55% | 65.55% |
| 2021-08 | +1.22% | +44.21% | 0.53% | — | — | — | +4.44 | 148.96 | 93.92% | 66.31% | 66.31% |
| 2021-07 | +0.50% | +42.47% | 0.53% | — | — | — | +4.44 | 142.81 | 96.72% | 68.69% | 68.69% |
| 2021-06 | +1.10% | +41.76% | 0.53% | — | — | — | +4.53 | 137.80 | 94.83% | 67.61% | 67.61% |
| 2021-05 | +1.46% | +40.22% | 0.53% | — | — | — | +3.86 | 131.86 | 98.10% | 69.57% | 69.57% |
| 2021-04 | +2.83% | +38.20% | 0.53% | — | — | — | +2.62 | 126.16 | 96.66% | 67.76% | 67.76% |
| 2021-03 | +3.25% | +34.40% | 0.53% | — | — | — | -0.19 | 120.19 | 98.65% | 69.22% | 69.22% |
| 2021-02 | +1.38% | +30.16% | 0.53% | — | — | — | -1.24 | 116.67 | 99.56% | 70.26% | 70.26% |
| 2021-01 | +2.55% | +28.39% | 0.53% | — | — | — | +2.19 | 116.35 | 99.48% | 70.54% | 70.54% |
| 2020-12 | +2.50% | +25.20% | 0.53% | — | — | — | +4.65 | 111.33 | 96.27% | 57.60% | 57.60% |
| 2020-11 | +8.72% | +22.15% | 0.53% | — | — | — | +1.33 | 104.08 | 95.93% | 58.21% | 58.21% |
| 2020-10 | -0.61% | +12.35% | 0.53% | — | — | — | +0.09 | 94.53 | 96.92% | 59.40% | 59.40% |
| 2020-09 | -2.75% | +13.04% | 0.53% | — | — | — | +0.38 | 95.08 | 96.99% | 60.39% | 60.39% |
| 2020-08 | +4.13% | +16.24% | 0.53% | — | — | — | +1.97 | 97.43 | 97.42% | 59.62% | 59.62% |
| 2020-07 | +4.82% | +11.63% | 0.53% | — | — | — | +0.68 | 91.75 | 99.36% | 60.62% | 60.62% |
| 2020-06 | -0.97% | +6.49% | 0.53% | — | — | — | +1.22 | 87.03 | 96.89% | 60.91% | 60.91% |
| 2020-05 | +2.19% | +7.54% | 0.53% | — | — | — | +3.10 | 86.78 | 98.29% | 60.20% | 60.20% |
| 2020-04 | +9.04% | +5.23% | 0.53% | — | — | — | +5.53 | 81.86 | 96.07% | 57.50% | 57.50% |
| 2020-03 | -15.21% | -3.49% | 0.53% | — | — | — | -1.74 | 69.81 | 96.63% | 59.66% | 59.66% |
| 2020-02 | -5.90% | +13.82% | 0.53% | — | — | — | +1.71 | 84.21 | 98.76% | 59.43% | 59.43% |
| 2020-01 | +0.27% | +20.96% | 0.53% | — | — | — | +4.42 | 87.85 | 97.59% | 58.99% | 58.99% |
| 2019-12 | +1.46% | +20.63% | 0.51% | — | — | — | +6.00 | 83.29 | 95.64% | 57.61% | 57.61% |
| 2019-11 | +1.77% | +18.89% | 0.51% | — | — | — | +2.36 | 76.20 | 98.36% | 58.91% | 58.91% |
| 2019-10 | +2.84% | +16.83% | 0.51% | — | — | — | +0.95 | 72.59 | 97.91% | 58.89% | 58.89% |
| 2019-09 | +2.65% | +13.60% | 0.51% | — | — | — | +2.21 | 69.69 | 97.65% | 58.36% | 58.36% |
| 2019-08 | -2.37% | +10.67% | 0.51% | — | — | — | +1.37 | 65.78 | 97.58% | 58.30% | 58.30% |
| 2019-07 | +0.04% | +13.35% | 0.51% | — | — | — | +2.89 | 65.98 | 98.56% | 59.67% | 59.67% |
| 2019-06 | +3.63% | +13.31% | 0.51% | — | — | — | +2.55 | 63.16 | 98.64% | 59.71% | 59.71% |
| 2019-05 | -3.82% | +9.34% | 0.51% | — | — | — | +2.32 | 58.50 | 98.80% | 60.05% | 60.05% |
| 2019-04 | +2.88% | +13.68% | 0.51% | — | — | — | +2.68 | 58.49 | 97.88% | 59.24% | 59.24% |
| 2019-03 | +0.55% | +10.50% | 0.51% | — | — | — | +1.97 | 54.27 | 97.16% | 58.87% | 58.87% |
| 2019-02 | +1.55% | +9.89% | 0.51% | — | — | — | +2.36 | 52.04 | 98.56% | 59.93% | 59.93% |
| 2019-01 | +5.31% | +8.22% | 0.51% | — | — | — | +3.42 | 48.93 | 99.02% | 57.41% | 57.41% |
| 2018-12 | -7.16% | +2.76% | 0.62% | — | — | — | +6.75 | 43.13 | 96.57% | 57.59% | 57.59% |
| 2018-11 | +1.20% | +10.69% | 0.62% | — | — | — | +3.24 | 39.32 | 98.27% | 59.46% | 59.46% |
| 2018-10 | -4.34% | +9.37% | 0.62% | — | — | — | +3.42 | 35.68 | 97.62% | 59.92% | 59.92% |
| 2018-09 | -0.43% | +14.34% | 0.62% | — | — | — | +2.44 | 33.78 | 97.16% | 58.79% | 58.79% |
| 2018-08 | +2.17% | +14.83% | 0.62% | — | — | — | +2.54 | 31.46 | 97.93% | 58.23% | 58.23% |
| 2018-07 | +3.16% | +12.39% | 0.62% | — | — | — | +2.35 | 28.29 | 98.13% | 58.89% | 58.89% |
| 2018-06 | +0.58% | +8.95% | 0.62% | — | — | — | +1.81 | 25.14 | 96.90% | 58.31% | 58.31% |
| 2018-05 | +0.30% | +8.32% | 0.62% | — | — | — | +1.03 | 23.24 | 97.33% | 57.92% | 57.92% |
| 2018-04 | +3.10% | +8.00% | 0.62% | — | — | — | +1.51 | 22.17 | 97.61% | 59.40% | 59.40% |
| 2018-03 | -3.47% | +4.75% | 0.62% | — | — | — | +1.51 | 20.04 | 96.71% | 58.53% | 58.53% |
| 2018-02 | -2.08% | +8.51% | 0.62% | — | — | — | +1.67 | 19.25 | 97.97% | 58.75% | 58.75% |
| 2018-01 | +3.12% | +10.82% | 0.62% | — | — | — | +2.97 | 17.95 | 97.55% | 58.50% | 58.50% |
| 2017-12 | +1.34% | +7.47% | — | — | — | — | +2.59 | 14.48 | 94.54% | 56.42% | 56.42% |
| 2017-11 | +0.73% | +6.04% | — | — | — | — | +3.30 | 11.72 | 96.76% | 57.94% | 57.94% |
| 2017-10 | +1.89% | +5.28% | — | — | — | — | +0.98 | 8.33 | 96.76% | 58.58% | 58.58% |
| 2017-09 | +0.90% | +3.32% | — | — | — | — | +0.83 | 7.22 | 99.17% | 59.83% | 59.83% |
| 2017-08 | -0.58% | +2.40% | — | — | — | — | +0.62 | 6.34 | 98.74% | 59.78% | 59.78% |
| 2017-07 | +2.53% | +3.00% | — | — | — | — | +0.52 | 5.76 | 97.74% | 59.20% | 59.20% |
| 2017-06 | -1.08% | +0.46% | — | — | — | — | +0.47 | 5.12 | 96.29% | 57.81% | 57.81% |
| 2017-05 | +1.28% | +1.55% | — | — | — | — | +0.58 | 4.71 | 97.03% | 57.96% | 57.96% |
| 2017-04 | +1.39% | +0.27% | — | — | — | — | +0.52 | 4.08 | 98.77% | 59.56% | 59.56% |
| 2017-03 | -0.62% | -1.10% | — | — | — | — | +0.52 | 3.52 | 98.30% | 59.09% | 59.09% |
| 2017-02 | +0.61% | -0.49% | — | — | — | — | +0.59 | 3.02 | 96.36% | 57.95% | 57.95% |
| 2017-01 | -1.09% | -1.09% | — | — | — | — | +0.84 | 2.41 | 97.93% | 58.51% | 58.51% |
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.