חודשים בטווח
120
מנורה מבטחים משלימה - יעד לפרישה 2035
נתונים היסטוריים מלאים עבור מנורה מבטחים משלימה - יעד לפרישה 2035, 120 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 1638 | שם קרן: מנורה מבטחים משלימה - יעד לפרישה 2035 | סיווג קרן: קרנות כלליות | חברה שולטת: מנורה מבטחים החזקות בע"מ | חברה מנהלת: מנורה מבטחים פנסיה וגמל בע"מ | אוכלוסיית יעד: — | התמחות: — | תת התמחות: —.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מנורה מבטחים משלימה - יעד לפרישה 2035 ישירות למייל.
תשואה חודשית אחרונה
+2.00%
תשואה מצטברת מההתחלה
+95.74%
| 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 | +2.00% | +95.74% | 0.26% | +0.36% | 1.10 | 5.23% | -2.83 | 1067.97 | 42.46% | 34.47% | 16.73% |
| 2026-04 | +3.53% | +91.90% | 0.26% | -0.12% | 1.03 | 5.20% | +13.71 | 1051.29 | 42.62% | 34.72% | 16.68% |
| 2026-03 | -2.44% | +85.36% | 0.26% | -0.24% | 0.90 | 5.06% | +11.86 | 1001.62 | 43.10% | 35.47% | 16.48% |
| 2026-02 | +0.60% | +90.00% | 0.26% | +0.00% | 1.24 | 4.92% | -10.91 | 1015.17 | 44.83% | 36.46% | 18.23% |
| 2026-01 | +2.09% | +88.86% | 0.26% | +0.24% | 1.25 | 4.92% | -2.20 | 1006.95 | 44.21% | 36.83% | 18.38% |
| 2025-12 | +1.03% | +85.00% | 0.27% | +0.24% | 1.17 | 4.88% | -0.42 | 989.00 | 43.21% | 37.50% | 20.60% |
| 2025-11 | +1.26% | +83.11% | 0.27% | +0.36% | 1.16 | 4.92% | +6.82 | 980.49 | 42.44% | 37.03% | 20.14% |
| 2025-10 | +1.23% | +80.83% | 0.27% | +0.24% | 1.17 | 5.27% | +2.56 | 960.95 | 41.34% | 36.88% | 20.00% |
| 2025-09 | +2.16% | +78.63% | 0.27% | +0.12% | 1.13 | 5.27% | +1.14 | 948.20 | 41.29% | 37.06% | 21.01% |
| 2025-08 | +1.05% | +74.86% | 0.27% | +0.12% | 0.98 | 5.30% | +6.06 | 927.87 | 41.04% | 37.66% | 20.73% |
| 2025-07 | +0.83% | +73.04% | 0.27% | +0.12% | 0.99 | 5.37% | +4.39 | 913.97 | 41.18% | 38.05% | 21.10% |
| 2025-06 | +2.87% | +71.62% | 0.27% | +0.12% | 1.01 | 5.44% | -0.80 | 903.71 | 41.09% | 39.06% | 21.58% |
| 2025-05 | +1.94% | +66.83% | 0.27% | +0.60% | 0.86 | 5.37% | +4.31 | 878.77 | 40.85% | 39.97% | 21.02% |
| 2025-04 | +0.93% | +63.65% | 0.27% | +0.72% | 0.80 | 5.37% | +2.26 | 860.58 | 40.33% | 41.41% | 20.12% |
| 2025-03 | -0.84% | +62.14% | 0.27% | +0.96% | 0.84 | 5.79% | +3.93 | 850.57 | 39.79% | 41.23% | 21.46% |
| 2025-02 | -0.22% | +63.52% | 0.27% | -0.24% | 0.60 | 7.62% | -5.48 | 857.05 | 39.34% | 39.50% | 20.93% |
| 2025-01 | +1.18% | +63.88% | 0.27% | +0.12% | 0.59 | 7.72% | +0.96 | 851.40 | 40.55% | 40.52% | 22.60% |
| 2024-12 | +0.72% | +61.97% | 0.34% | +0.12% | 0.56 | 7.72% | +4.27 | 842.14 | 39.22% | 40.47% | 22.54% |
| 2024-11 | +1.66% | +60.81% | 0.34% | +0.24% | 0.56 | 7.72% | +3.85 | 833.58 | 39.91% | 41.25% | 21.53% |
| 2024-10 | +0.30% | +58.18% | 0.34% | +0.24% | 0.51 | 7.72% | +8.47 | 813.71 | 40.36% | 43.23% | 22.90% |
| 2024-09 | +1.57% | +57.71% | 0.34% | +0.24% | 0.54 | 7.72% | +4.19 | 804.99 | 40.68% | 42.92% | 23.56% |
| 2024-08 | +0.82% | +55.27% | 0.34% | — | 0.48 | 7.72% | +8.14 | 790.71 | 39.94% | 44.57% | 23.97% |
| 2024-07 | +1.16% | +54.01% | 0.34% | +0.36% | 0.48 | 7.72% | +3.67 | 775.16 | 40.11% | 43.95% | 24.42% |
| 2024-06 | +0.69% | +52.24% | 0.34% | +0.60% | 0.45 | 7.72% | +4.70 | 763.71 | 39.99% | 43.64% | 26.33% |
| 2024-05 | +0.78% | +51.20% | 0.34% | +0.48% | 0.47 | 7.76% | +0.41 | 755.80 | 40.12% | 43.32% | 23.84% |
| 2024-04 | -1.15% | +50.03% | 0.34% | +0.48% | 0.44 | 7.79% | -0.16 | 748.78 | 39.52% | 42.25% | 22.93% |
| 2024-03 | +2.00% | +51.78% | 0.34% | +0.48% | 0.54 | 7.76% | -0.52 | 758.00 | 39.87% | 42.14% | 24.85% |
| 2024-02 | +1.80% | +48.80% | 0.34% | +0.48% | 0.48 | 7.76% | -7.35 | 745.07 | 38.12% | 40.97% | 23.08% |
| 2024-01 | +0.08% | +46.17% | 0.34% | +0.60% | 0.44 | 7.72% | -2.89 | 732.37 | 37.21% | 41.73% | 22.63% |
| 2023-12 | +1.87% | +46.05% | 0.38% | +0.60% | 0.50 | 7.83% | +7.20 | 735.37 | 36.94% | 41.82% | 23.26% |
| 2023-11 | +2.74% | +43.37% | 0.38% | +0.72% | 0.38 | 7.97% | +0.93 | 715.79 | 36.34% | 43.10% | 22.36% |
| 2023-10 | -2.42% | +39.55% | 0.38% | +0.96% | 0.29 | 7.90% | +5.12 | 697.44 | 35.53% | 41.64% | 22.07% |
| 2023-09 | -0.99% | +43.01% | 0.38% | +0.60% | 0.40 | 7.86% | +5.19 | 708.85 | 36.23% | 40.91% | 22.71% |
| 2023-08 | -0.16% | +44.44% | 0.38% | +0.48% | 0.48 | 7.83% | +4.04 | 712.10 | 37.16% | 41.14% | 22.40% |
| 2023-07 | +2.30% | +44.67% | 0.38% | +0.36% | 0.52 | 7.83% | +5.66 | 711.23 | 37.77% | 40.68% | 22.68% |
| 2023-06 | +1.80% | +41.42% | 0.38% | +0.36% | 0.46 | 7.83% | +0.93 | 692.67 | 37.05% | 41.31% | 22.41% |
| 2023-05 | +0.86% | +38.92% | 0.38% | +0.12% | 0.40 | 7.79% | +4.86 | 678.59 | 36.30% | 41.22% | 21.33% |
| 2023-04 | +1.40% | +37.73% | 0.38% | +0.00% | 0.38 | 7.79% | +0.87 | 669.22 | 36.38% | 41.28% | 21.14% |
| 2023-03 | +0.17% | +35.83% | 0.38% | -0.12% | 0.35 | 7.79% | +9.17 | 661.47 | 36.15% | 42.74% | 21.18% |
| 2023-02 | -1.75% | +35.60% | 0.38% | +0.24% | 0.35 | 7.79% | -4.47 | 640.18 | 36.78% | 42.59% | 20.41% |
| 2023-01 | +2.01% | +38.02% | 0.38% | +0.24% | 0.44 | 7.76% | +7.55 | 656.28 | 35.92% | 42.07% | 20.48% |
| 2022-12 | -1.27% | +35.30% | 0.44% | +0.36% | 0.39 | 7.76% | +8.13 | 636.92 | 35.62% | 41.97% | 19.50% |
| 2022-11 | +1.13% | +37.04% | 0.44% | +0.36% | 0.48 | 7.72% | +8.78 | 638.41 | 36.21% | 41.45% | 19.22% |
| 2022-10 | +1.74% | +35.50% | 0.44% | +0.00% | 0.45 | 7.72% | +9.49 | 623.41 | 35.53% | 39.80% | 18.27% |
| 2022-09 | -3.70% | +33.19% | 0.44% | +0.12% | 0.40 | 7.69% | +6.64 | 603.49 | 35.42% | 39.59% | 17.57% |
| 2022-08 | -1.32% | +38.30% | 0.44% | +0.12% | 0.61 | 7.48% | +5.11 | 621.61 | 36.25% | 38.62% | 18.06% |
| 2022-07 | +2.60% | +40.15% | 0.44% | +0.12% | 0.69 | 7.45% | +8.80 | 624.71 | 37.01% | 40.01% | 19.50% |
| 2022-06 | -1.65% | +36.60% | 0.44% | +0.12% | 0.61 | 7.38% | +8.97 | 600.44 | 37.24% | 40.96% | 19.80% |
| 2022-05 | -2.43% | +38.90% | 0.44% | +0.36% | 0.70 | 7.31% | +4.56 | 604.20 | 38.01% | 41.55% | 19.66% |
| 2022-04 | -1.12% | +42.35% | 0.44% | +0.12% | 0.85 | 7.21% | -0.21 | 610.13 | 38.32% | 39.44% | 18.38% |
| 2022-03 | +0.58% | +43.97% | 0.44% | +0.12% | 0.93 | 7.17% | +6.98 | 620.90 | 38.90% | 40.13% | 20.78% |
| 2022-02 | -0.72% | +43.14% | 0.44% | +0.12% | 0.92 | 7.17% | +0.86 | 603.44 | 39.74% | 41.79% | 19.65% |
| 2022-01 | -1.41% | +44.17% | 0.44% | +0.24% | 0.98 | 7.14% | +7.46 | 608.26 | 39.46% | 40.57% | 19.25% |
| 2021-12 | +1.59% | +46.24% | 0.49% | +0.36% | 1.06 | 7.10% | +10.43 | 609.24 | 39.31% | 35.83% | 21.30% |
| 2021-11 | +0.19% | +43.95% | 0.49% | +0.36% | 1.02 | 7.07% | +3.46 | 590.06 | 38.72% | 41.19% | 21.36% |
| 2021-10 | +1.96% | +43.67% | 0.49% | +0.60% | 1.03 | 7.07% | +6.84 | 586.01 | 38.84% | 40.57% | 22.10% |
| 2021-09 | -0.31% | +40.91% | 0.49% | +0.60% | 0.96 | 7.07% | +5.71 | 569.32 | 38.71% | 37.19% | 22.78% |
| 2021-08 | +1.34% | +41.35% | 0.49% | +0.72% | 0.98 | 7.07% | +4.01 | 565.56 | 39.10% | 41.24% | 22.28% |
| 2021-07 | +0.41% | +39.48% | 0.49% | +0.96% | 0.93 | 7.07% | +6.12 | 554.05 | 39.05% | 41.53% | 22.11% |
| 2021-06 | +0.73% | +38.91% | 0.49% | +0.96% | 0.95 | 7.10% | +3.26 | 547.07 | 39.66% | 38.33% | 22.96% |
| 2021-05 | +1.24% | +37.91% | 0.49% | +0.84% | 0.92 | 7.14% | +3.04 | 540.23 | 39.65% | 42.08% | 22.79% |
| 2021-04 | +1.95% | +36.22% | 0.49% | — | — | — | +4.17 | 529.93 | 39.64% | 42.57% | 22.18% |
| 2021-03 | +1.77% | +33.61% | 0.49% | — | — | — | -7.54 | 517.79 | 40.14% | 39.66% | 23.64% |
| 2021-02 | +0.75% | +31.29% | 0.49% | — | — | — | +5.10 | 507.29 | 39.88% | 44.09% | 23.18% |
| 2021-01 | +1.19% | +30.31% | 0.49% | — | — | — | +5.82 | 501.46 | 39.98% | 44.03% | 22.95% |
| 2020-12 | +1.92% | +28.78% | 0.53% | — | — | — | +4.05 | 487.27 | 40.16% | 40.16% | 24.27% |
| 2020-11 | +4.91% | +26.35% | 0.53% | — | — | — | +4.58 | 474.96 | 39.42% | 45.52% | 24.89% |
| 2020-10 | +0.35% | +20.44% | 0.53% | — | — | — | +5.06 | 447.81 | 38.38% | 45.36% | 22.87% |
| 2020-09 | -1.51% | +20.02% | 0.53% | — | — | — | +4.80 | 442.19 | 38.57% | 38.76% | 23.27% |
| 2020-08 | +2.63% | +21.86% | 0.53% | — | — | — | +5.05 | 444.94 | 38.49% | 44.56% | 23.00% |
| 2020-07 | +2.46% | +18.74% | 0.53% | — | — | — | +7.21 | 429.17 | 38.19% | 44.35% | 22.44% |
| 2020-06 | -0.63% | +15.88% | 0.53% | — | — | — | +5.22 | 412.38 | 37.76% | 39.53% | 21.57% |
| 2020-05 | +1.58% | +16.62% | 0.53% | — | — | — | -0.22 | 410.31 | 37.00% | 42.94% | 21.46% |
| 2020-04 | +5.41% | +14.81% | 0.53% | — | — | — | +2.02 | 404.60 | 37.12% | 41.17% | 20.01% |
| 2020-03 | -10.49% | +8.91% | 0.53% | — | — | — | -4.08 | 382.64 | 36.45% | 37.64% | 18.17% |
| 2020-02 | -2.60% | +21.68% | 0.53% | — | — | — | +3.84 | 423.65 | 37.60% | 39.00% | 17.59% |
| 2020-01 | +0.19% | +24.93% | 0.53% | — | — | — | +7.50 | 429.90 | 38.21% | 39.72% | 20.09% |
| 2019-12 | +0.89% | +24.69% | 0.57% | — | — | — | +3.42 | 424.04 | 38.48% | 37.96% | 20.69% |
| 2019-11 | +0.90% | +23.59% | 0.57% | — | — | — | +5.34 | 416.77 | 40.62% | 40.87% | 21.59% |
| 2019-10 | +1.28% | +22.49% | 0.57% | — | — | — | +6.01 | 408.74 | 40.48% | 41.05% | 21.71% |
| 2019-09 | +1.43% | +20.94% | 0.57% | — | — | — | +4.65 | 395.52 | 40.24% | 37.79% | 21.19% |
| 2019-08 | -0.76% | +19.23% | 0.57% | — | — | — | +4.20 | 388.57 | 38.88% | 39.61% | 21.54% |
| 2019-07 | +0.62% | +20.15% | 0.57% | — | — | — | +5.45 | 386.45 | 39.42% | 40.10% | 21.81% |
| 2019-06 | +2.08% | +19.41% | 0.57% | — | — | — | +3.21 | 378.29 | 40.41% | 39.66% | 23.75% |
| 2019-05 | -0.94% | +16.97% | 0.57% | — | — | — | +2.59 | 367.58 | 39.62% | 40.61% | 22.76% |
| 2019-04 | +1.85% | +18.08% | 0.57% | — | — | — | +3.81 | 368.85 | 39.71% | 40.61% | 22.72% |
| 2019-03 | +0.72% | +15.94% | 0.57% | — | — | — | +0.98 | 358.35 | 40.59% | 39.09% | 23.09% |
| 2019-02 | +1.31% | +15.11% | 0.57% | — | — | — | +3.80 | 349.78 | 40.12% | 40.96% | 23.64% |
| 2019-01 | +2.98% | +13.62% | 0.57% | — | — | — | +7.02 | 340.54 | 40.25% | 41.18% | 23.64% |
| 2018-12 | -3.20% | +10.33% | 0.58% | — | — | — | +4.61 | 324.72 | 39.73% | 40.69% | 23.61% |
| 2018-11 | +0.60% | +13.98% | 0.58% | — | — | — | +3.87 | 330.66 | 40.34% | 40.99% | 23.60% |
| 2018-10 | -2.07% | +13.30% | 0.58% | — | — | — | +6.97 | 325.40 | 39.20% | 40.34% | 23.19% |
| 2018-09 | -0.02% | +15.70% | 0.58% | — | — | — | +3.15 | 327.65 | 39.47% | 39.25% | 23.07% |
| 2018-08 | +1.15% | +15.72% | 0.58% | — | — | — | +2.20 | 323.56 | 40.21% | 39.65% | 22.99% |
| 2018-07 | +1.52% | +14.40% | 0.58% | — | — | — | +6.23 | 317.11 | 40.18% | 40.94% | 23.64% |
| 2018-06 | -0.34% | +12.69% | 0.58% | — | — | — | +2.64 | 310.80 | 38.58% | 39.50% | 21.99% |
| 2018-05 | +0.10% | +13.07% | 0.58% | — | — | — | +3.89 | 309.10 | 39.24% | 39.33% | 21.51% |
| 2018-04 | +0.86% | +12.96% | 0.58% | — | — | — | +3.25 | 305.21 | 39.69% | 39.58% | 20.80% |
| 2018-03 | -0.55% | +12.00% | 0.58% | — | — | — | +3.72 | 296.35 | 38.55% | 39.22% | 20.71% |
| 2018-02 | -1.17% | +12.62% | 0.58% | — | — | — | +3.57 | 294.44 | 40.24% | 39.53% | 20.53% |
| 2018-01 | +1.79% | +13.95% | 0.58% | — | — | — | +5.43 | 294.39 | 40.60% | 37.80% | 20.18% |
| 2017-12 | +0.81% | +11.95% | 0.60% | — | — | — | +4.00 | 284.20 | 39.90% | 35.27% | 20.02% |
| 2017-11 | +0.75% | +11.05% | 0.60% | — | — | — | +3.82 | 278.03 | 40.65% | 37.36% | 21.61% |
| 2017-10 | +1.08% | +10.22% | 0.60% | — | — | — | +4.73 | 272.56 | 40.25% | 37.10% | 20.95% |
| 2017-09 | +0.66% | +9.04% | 0.60% | — | — | — | +4.42 | 264.82 | 40.33% | 33.47% | 20.18% |
| 2017-08 | +0.65% | +8.33% | 0.60% | — | — | — | +6.79 | 259.00 | 39.98% | 36.72% | 20.54% |
| 2017-07 | +1.19% | +7.63% | 0.60% | — | — | — | +5.10 | 252.21 | 39.33% | 35.22% | 19.75% |
| 2017-06 | -0.19% | +6.36% | 0.60% | — | — | — | +3.63 | 244.45 | 39.73% | 33.66% | 20.01% |
| 2017-05 | +0.82% | +6.57% | 0.60% | — | — | — | +3.30 | 241.18 | 39.66% | 35.06% | 20.02% |
| 2017-04 | +1.05% | +5.70% | 0.60% | — | — | — | +0.42 | 235.90 | 39.78% | 35.63% | 19.76% |
| 2017-03 | +0.53% | +4.60% | 0.60% | — | — | — | +3.04 | 232.87 | 39.66% | 35.82% | 20.69% |
| 2017-02 | +0.64% | +4.05% | 0.60% | — | — | — | +2.92 | 228.42 | 39.01% | 35.14% | 19.51% |
| 2017-01 | +0.17% | +3.39% | 0.60% | — | — | — | +3.87 | 223.93 | 39.69% | 36.77% | 22.57% |
| 2016-12 | +1.17% | +3.21% | 0.64% | — | — | — | +1.92 | 219.61 | 39.48% | 36.48% | 22.03% |
| 2016-11 | +0.69% | +2.02% | 0.64% | — | — | — | +5.86 | 215.43 | 39.40% | 36.54% | 21.92% |
| 2016-10 | -0.04% | +1.32% | 0.64% | — | — | — | +0.16 | 207.74 | 38.62% | 36.59% | 21.53% |
| 2016-09 | -0.52% | +1.36% | 0.64% | — | — | — | +2.75 | 207.73 | 38.51% | 36.38% | 21.68% |
| 2016-08 | +0.03% | +1.89% | 0.64% | — | — | — | +2.77 | 206.30 | 38.69% | 36.37% | 21.35% |
| 2016-07 | +2.35% | +1.86% | 0.64% | — | — | — | +3.73 | 202.28 | 39.36% | 37.22% | 23.20% |
| 2016-06 | -0.48% | -0.48% | 0.64% | — | — | — | +3.25 | 194.22 | 38.81% | 36.54% | 21.52% |
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.