חודשים בטווח
125
מנורה מבטחים משלימה -יעד לפרישה 2050
נתונים היסטוריים מלאים עבור מנורה מבטחים משלימה -יעד לפרישה 2050, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 1652 | שם קרן: מנורה מבטחים משלימה -יעד לפרישה 2050 | 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 2050 ישירות למייל.
תשואה חודשית אחרונה
+2.33%
תשואה מצטברת מההתחלה
+126.67%
| 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 | +2.33% | +126.67% | 0.26% | +0.48% | 1.23 | 6.55% | +6.85 | 870.34 | 55.29% | 41.17% | 18.96% |
| 2026-04 | +4.40% | +121.51% | 0.26% | -0.24% | 1.16 | 6.51% | +7.58 | 844.43 | 56.28% | 42.26% | 19.48% |
| 2026-03 | -2.86% | +112.18% | 0.26% | -0.24% | 1.03 | 6.34% | +5.21 | 801.62 | 55.49% | 41.66% | 17.93% |
| 2026-02 | +0.69% | +118.42% | 0.26% | -0.12% | 1.35 | 6.13% | +0.39 | 820.24 | 57.11% | 42.56% | 19.78% |
| 2026-01 | +2.68% | +116.93% | 0.26% | +0.12% | 1.36 | 6.13% | +5.67 | 808.38 | 56.67% | 43.34% | 20.30% |
| 2025-12 | +1.30% | +111.26% | 0.27% | +0.12% | 1.27 | 6.10% | +3.13 | 782.61 | 55.75% | 44.27% | 20.97% |
| 2025-11 | +1.60% | +108.55% | 0.27% | +0.24% | 1.27 | 6.13% | -1.43 | 769.87 | 56.43% | 44.52% | 21.28% |
| 2025-10 | +1.46% | +105.27% | 0.27% | +0.12% | 1.26 | 6.58% | +2.58 | 759.05 | 55.85% | 44.84% | 21.44% |
| 2025-09 | +2.74% | +102.31% | 0.27% | +0.00% | 1.22 | 6.58% | +3.95 | 746.21 | 55.98% | 45.17% | 22.65% |
| 2025-08 | +1.27% | +96.92% | 0.27% | +0.00% | 1.07 | 6.62% | +5.34 | 723.62 | 56.12% | 46.06% | 21.39% |
| 2025-07 | +1.04% | +94.45% | 0.27% | -0.12% | 1.08 | 6.69% | -1.61 | 709.75 | 56.56% | 46.99% | 21.88% |
| 2025-06 | +3.68% | +92.45% | 0.27% | -0.12% | 1.09 | 6.75% | -1.02 | 704.66 | 56.20% | 47.88% | 23.48% |
| 2025-05 | +2.95% | +85.62% | 0.27% | +0.60% | 0.94 | 6.69% | +2.86 | 680.66 | 56.23% | 50.18% | 22.55% |
| 2025-04 | +1.09% | +80.30% | 0.27% | +0.72% | 0.85 | 6.62% | +1.73 | 659.52 | 56.10% | 52.41% | 21.21% |
| 2025-03 | -1.38% | +78.35% | 0.27% | +0.84% | 0.89 | 7.10% | +0.90 | 650.91 | 55.42% | 51.81% | 22.69% |
| 2025-02 | -0.50% | +80.85% | 0.27% | -0.36% | 0.67 | 9.21% | -9.06 | 662.07 | 54.52% | 48.98% | 22.48% |
| 2025-01 | +1.63% | +81.76% | 0.27% | +0.12% | 0.66 | 9.39% | +5.87 | 665.28 | 55.57% | 49.91% | 24.36% |
| 2024-12 | +0.78% | +78.84% | 0.34% | -0.12% | 0.61 | 9.39% | +2.87 | 649.63 | 53.65% | 49.67% | 24.28% |
| 2024-11 | +1.96% | +77.46% | 0.34% | +0.12% | 0.62 | 9.39% | +2.33 | 643.69 | 54.55% | 50.83% | 22.99% |
| 2024-10 | +0.28% | +74.05% | 0.34% | +0.12% | 0.57 | 9.39% | +0.54 | 627.27 | 55.26% | 53.21% | 24.47% |
| 2024-09 | +1.90% | +73.56% | 0.34% | +0.12% | 0.60 | 9.39% | +1.11 | 626.18 | 55.20% | 52.38% | 25.21% |
| 2024-08 | +0.93% | +70.33% | 0.34% | — | 0.54 | 9.39% | +3.86 | 615.26 | 54.17% | 54.18% | 25.32% |
| 2024-07 | +1.24% | +68.76% | 0.34% | +0.24% | 0.53 | 9.39% | +2.67 | 604.63 | 54.25% | 53.06% | 25.60% |
| 2024-06 | +0.86% | +66.69% | 0.34% | +0.48% | 0.51 | 9.39% | +0.13 | 594.99 | 54.15% | 52.74% | 29.12% |
| 2024-05 | +1.14% | +65.27% | 0.34% | +0.36% | 0.52 | 9.42% | +2.47 | 591.44 | 54.06% | 51.82% | 25.90% |
| 2024-04 | -1.40% | +63.41% | 0.34% | +0.36% | 0.48 | 9.46% | +3.20 | 581.55 | 53.64% | 50.76% | 24.75% |
| 2024-03 | +2.50% | +65.73% | 0.34% | +0.36% | 0.58 | 9.46% | +4.28 | 587.00 | 54.20% | 50.49% | 26.96% |
| 2024-02 | +2.45% | +61.68% | 0.34% | +0.36% | 0.52 | 9.42% | -1.84 | 569.04 | 52.53% | 49.39% | 25.99% |
| 2024-01 | +0.07% | +57.82% | 0.34% | +0.48% | 0.46 | 9.39% | +7.18 | 553.43 | 51.79% | 50.58% | 25.58% |
| 2023-12 | +2.24% | +57.71% | 0.38% | +0.36% | 0.51 | 9.49% | +5.35 | 546.28 | 51.26% | 50.51% | 25.79% |
| 2023-11 | +3.21% | +54.25% | 0.38% | +0.72% | 0.40 | 9.66% | +6.42 | 529.73 | 50.58% | 52.25% | 24.34% |
| 2023-10 | -2.70% | +49.45% | 0.38% | +0.84% | 0.31 | 9.60% | +7.60 | 507.50 | 49.59% | 51.13% | 23.37% |
| 2023-09 | -1.12% | +53.60% | 0.38% | +0.36% | 0.41 | 9.60% | +6.24 | 513.56 | 50.08% | 50.53% | 24.25% |
| 2023-08 | -0.59% | +55.34% | 0.38% | +0.24% | 0.47 | 9.56% | +6.01 | 513.81 | 51.62% | 50.91% | 24.11% |
| 2023-07 | +3.11% | +56.26% | 0.38% | +0.24% | 0.53 | 9.56% | +6.81 | 511.51 | 52.22% | 50.15% | 24.53% |
| 2023-06 | +2.24% | +51.55% | 0.38% | +0.12% | 0.46 | 9.49% | +4.23 | 491.65 | 51.88% | 51.40% | 24.35% |
| 2023-05 | +0.61% | +48.23% | 0.38% | -0.12% | 0.39 | 9.49% | +7.48 | 475.38 | 51.21% | 50.07% | 23.11% |
| 2023-04 | +1.76% | +47.33% | 0.38% | -0.24% | 0.38 | 9.49% | +5.94 | 465.65 | 51.40% | 49.45% | 23.69% |
| 2023-03 | +0.20% | +44.78% | 0.38% | -0.48% | 0.34 | 9.46% | +6.63 | 454.08 | 51.76% | 52.61% | 23.41% |
| 2023-02 | -1.73% | +44.49% | 0.38% | -0.24% | 0.34 | 9.49% | +1.76 | 439.71 | 51.99% | 52.05% | 22.26% |
| 2023-01 | +2.42% | +47.04% | 0.38% | -0.12% | 0.41 | 9.46% | +11.80 | 446.08 | 51.10% | 52.00% | 22.36% |
| 2022-12 | -1.62% | +43.56% | 0.44% | -0.12% | 0.36 | 9.46% | +8.18 | 423.69 | 50.60% | 52.33% | 20.58% |
| 2022-11 | +1.65% | +45.93% | 0.44% | -0.12% | 0.44 | 9.42% | +9.99 | 423.65 | 51.54% | 51.43% | 20.96% |
| 2022-10 | +2.35% | +43.56% | 0.44% | -0.60% | 0.41 | 9.39% | +8.05 | 407.24 | 50.72% | 49.77% | 19.74% |
| 2022-09 | -4.60% | +40.26% | 0.44% | -0.48% | 0.35 | 9.35% | +8.32 | 389.50 | 49.96% | 49.67% | 18.53% |
| 2022-08 | -1.29% | +47.03% | 0.44% | -0.36% | 0.56 | 9.08% | +9.08 | 401.06 | 49.68% | 47.16% | 18.82% |
| 2022-07 | +3.24% | +48.95% | 0.44% | -0.48% | 0.62 | 9.04% | +9.05 | 397.40 | 49.81% | 47.95% | 19.81% |
| 2022-06 | -2.49% | +44.27% | 0.44% | -0.48% | 0.53 | 8.97% | +7.01 | 375.96 | 50.49% | 49.62% | 20.27% |
| 2022-05 | -2.72% | +47.96% | 0.44% | -0.12% | 0.64 | 8.87% | +7.35 | 379.32 | 51.04% | 50.73% | 20.79% |
| 2022-04 | -1.68% | +52.09% | 0.44% | -0.48% | 0.78 | 8.76% | +5.51 | 379.60 | 51.88% | 47.86% | 18.02% |
| 2022-03 | +0.78% | +54.69% | 0.44% | -0.36% | 0.87 | 8.69% | -0.82 | 383.60 | 53.15% | 49.62% | 22.00% |
| 2022-02 | -0.71% | +53.49% | 0.44% | -0.36% | 0.85 | 8.69% | +3.04 | 378.69 | 53.49% | 50.87% | 19.95% |
| 2022-01 | -1.62% | +54.59% | 0.44% | -0.24% | 0.90 | 8.66% | +5.26 | 378.92 | 53.51% | 49.60% | 19.63% |
| 2021-12 | +2.16% | +57.14% | 0.49% | -0.12% | 0.99 | 8.63% | +6.43 | 379.59 | 52.50% | 42.39% | 21.71% |
| 2021-11 | -0.09% | +53.82% | 0.49% | -0.12% | 0.93 | 8.59% | +4.67 | 365.69 | 52.24% | 49.18% | 21.29% |
| 2021-10 | +2.59% | +53.95% | 0.49% | +0.24% | 0.96 | 8.59% | +3.62 | 361.63 | 52.06% | 48.80% | 22.91% |
| 2021-09 | -0.80% | +50.07% | 0.49% | +0.24% | 0.88 | 8.56% | +5.29 | 349.44 | 52.17% | 42.79% | 22.44% |
| 2021-08 | +1.46% | +51.28% | 0.49% | +0.60% | 0.91 | 8.56% | +4.22 | 347.17 | 52.73% | 50.06% | 23.73% |
| 2021-07 | +0.42% | +49.10% | 0.49% | +0.84% | 0.87 | 8.56% | +5.43 | 337.31 | 52.85% | 49.83% | 22.57% |
| 2021-06 | +0.76% | +48.48% | 0.49% | +0.84% | 0.89 | 8.59% | +3.78 | 331.47 | 53.88% | 44.99% | 23.11% |
| 2021-05 | +1.15% | +47.36% | 0.49% | +0.60% | 0.86 | 8.63% | +3.47 | 325.46 | 54.06% | 50.59% | 23.86% |
| 2021-04 | +2.54% | +45.68% | 0.49% | +0.96% | 0.84 | 8.63% | +4.75 | 317.38 | 54.40% | 50.81% | 23.37% |
| 2021-03 | +1.75% | +42.07% | 0.49% | +0.72% | 0.78 | 8.59% | -1.70 | 306.47 | 54.15% | 45.62% | 23.04% |
| 2021-02 | +1.11% | +39.63% | 0.49% | +0.96% | 0.74 | 8.56% | +4.67 | 299.37 | 52.82% | 51.52% | 23.43% |
| 2021-01 | +1.21% | +38.10% | 0.49% | +0.48% | 0.70 | 8.59% | +6.44 | 292.46 | 52.11% | 51.12% | 23.33% |
| 2020-12 | +2.43% | +36.45% | 0.53% | +1.08% | 0.67 | 8.59% | +4.65 | 281.86 | 52.42% | 45.57% | 26.02% |
| 2020-11 | +6.14% | +33.21% | 0.53% | — | — | — | +5.18 | 270.90 | 50.49% | 51.68% | 25.17% |
| 2020-10 | +0.52% | +25.50% | 0.53% | — | — | — | +4.88 | 249.65 | 49.79% | 52.43% | 22.41% |
| 2020-09 | -1.91% | +24.85% | 0.53% | — | — | — | +5.01 | 244.42 | 50.17% | 44.35% | 24.10% |
| 2020-08 | +3.02% | +27.28% | 0.53% | — | — | — | +4.71 | 244.44 | 49.85% | 51.89% | 24.12% |
| 2020-07 | +3.01% | +23.55% | 0.53% | — | — | — | +5.89 | 232.71 | 49.86% | 51.48% | 22.89% |
| 2020-06 | -0.65% | +19.94% | 0.53% | — | — | — | +5.54 | 220.53 | 49.10% | 44.72% | 23.47% |
| 2020-05 | +1.95% | +20.73% | 0.53% | — | — | — | +7.21 | 216.73 | 48.82% | 48.72% | 23.20% |
| 2020-04 | +6.52% | +18.42% | 0.53% | — | — | — | +7.43 | 205.51 | 49.03% | 46.17% | 22.46% |
| 2020-03 | -12.44% | +11.17% | 0.53% | — | — | — | +4.10 | 185.80 | 50.37% | 42.83% | 20.86% |
| 2020-02 | -3.64% | +26.96% | 0.53% | — | — | — | +8.38 | 205.35 | 50.24% | 44.44% | 17.50% |
| 2020-01 | +0.16% | +31.76% | 0.53% | — | — | — | +8.45 | 204.04 | 50.39% | 44.13% | 20.92% |
| 2019-12 | +1.06% | +31.55% | 0.57% | — | — | — | +2.67 | 196.60 | 50.23% | 40.48% | 20.95% |
| 2019-11 | +1.18% | +30.17% | 0.57% | — | — | — | +3.77 | 191.75 | 50.18% | 44.02% | 21.57% |
| 2019-10 | +1.49% | +28.65% | 0.57% | — | — | — | +3.56 | 186.13 | 50.35% | 44.15% | 21.80% |
| 2019-09 | +1.66% | +26.76% | 0.57% | — | — | — | +3.44 | 178.92 | 50.38% | 40.21% | 21.44% |
| 2019-08 | -0.99% | +24.69% | 0.57% | — | — | — | +3.83 | 174.02 | 48.66% | 42.62% | 21.76% |
| 2019-07 | +0.68% | +25.94% | 0.57% | — | — | — | +3.43 | 171.47 | 49.13% | 43.31% | 21.95% |
| 2019-06 | +2.45% | +25.09% | 0.57% | — | — | — | +2.36 | 166.83 | 50.00% | 42.08% | 23.64% |
| 2019-05 | -1.34% | +22.10% | 0.57% | — | — | — | +2.30 | 160.46 | 49.35% | 43.66% | 22.70% |
| 2019-04 | +2.24% | +23.76% | 0.57% | — | — | — | +2.62 | 160.64 | 49.92% | 44.68% | 23.58% |
| 2019-03 | +0.68% | +21.05% | 0.57% | — | — | — | +1.64 | 154.61 | 50.66% | 42.08% | 23.12% |
| 2019-02 | +1.47% | +20.23% | 0.57% | — | — | — | +2.87 | 150.77 | 50.02% | 44.86% | 23.51% |
| 2019-01 | +3.60% | +18.49% | 0.57% | — | — | — | +8.37 | 145.55 | 50.29% | 44.77% | 24.18% |
| 2018-12 | -4.03% | +14.37% | 0.58% | — | — | — | +3.26 | 132.55 | 49.63% | 44.08% | 23.45% |
| 2018-11 | +0.81% | +19.17% | 0.58% | — | — | — | +3.39 | 134.77 | 50.20% | 45.00% | 23.92% |
| 2018-10 | -2.62% | +18.21% | 0.58% | — | — | — | +4.75 | 130.44 | 49.15% | 44.82% | 23.54% |
| 2018-09 | -0.03% | +21.39% | 0.58% | — | — | — | +2.25 | 129.96 | 48.01% | 42.96% | 22.83% |
| 2018-08 | +1.35% | +21.43% | 0.58% | — | — | — | +2.32 | 127.20 | 48.78% | 43.32% | 22.52% |
| 2018-07 | +1.76% | +19.81% | 0.58% | — | — | — | +3.52 | 123.06 | 49.07% | 45.03% | 23.14% |
| 2018-06 | -0.53% | +17.74% | 0.58% | — | — | — | +2.69 | 118.97 | 47.42% | 44.13% | 20.95% |
| 2018-05 | +0.08% | +18.37% | 0.58% | — | — | — | +2.09 | 116.77 | 48.87% | 44.60% | 21.04% |
| 2018-04 | +0.95% | +18.27% | 0.58% | — | — | — | +1.85 | 114.68 | 49.69% | 45.23% | 20.42% |
| 2018-03 | -0.83% | +17.16% | 0.58% | — | — | — | +2.45 | 111.03 | 48.97% | 45.29% | 20.82% |
| 2018-02 | -1.40% | +18.14% | 0.58% | — | — | — | +2.71 | 109.56 | 49.99% | 44.30% | 20.38% |
| 2018-01 | +2.18% | +19.82% | 0.58% | — | — | — | +5.38 | 108.35 | 50.02% | 42.45% | 21.32% |
| 2017-12 | +0.93% | +17.26% | 0.60% | — | — | — | +2.44 | 100.86 | 49.00% | 39.05% | 20.36% |
| 2017-11 | +0.77% | +16.18% | 0.60% | — | — | — | +2.03 | 97.42 | 50.35% | 42.33% | 21.54% |
| 2017-10 | +1.27% | +15.29% | 0.60% | — | — | — | +2.01 | 94.86 | 50.20% | 42.42% | 21.06% |
| 2017-09 | +0.90% | +13.85% | 0.60% | — | — | — | +1.82 | 91.60 | 50.33% | 38.45% | 20.91% |
| 2017-08 | +0.59% | +12.83% | 0.60% | — | — | — | +2.55 | 89.07 | 49.80% | 41.83% | 20.53% |
| 2017-07 | +1.24% | +12.17% | 0.60% | — | — | — | +2.87 | 86.33 | 49.03% | 40.19% | 19.59% |
| 2017-06 | -0.10% | +10.80% | 0.60% | — | — | — | +1.14 | 82.54 | 49.59% | 37.91% | 20.14% |
| 2017-05 | +0.96% | +10.91% | 0.60% | — | — | — | +1.41 | 81.46 | 49.45% | 39.50% | 19.80% |
| 2017-04 | +1.11% | +9.85% | 0.60% | — | — | — | -0.12 | 79.27 | 50.23% | 40.70% | 19.76% |
| 2017-03 | +0.54% | +8.65% | 0.60% | — | — | — | +1.38 | 78.45 | 49.71% | 40.62% | 20.79% |
| 2017-02 | +0.92% | +8.06% | 0.60% | — | — | — | +2.06 | 76.61 | 48.43% | 39.13% | 19.68% |
| 2017-01 | +0.14% | +7.08% | 0.60% | — | — | — | +6.02 | 73.82 | 49.23% | 40.41% | 22.26% |
| 2016-12 | +1.33% | +6.93% | 0.64% | — | — | — | +1.32 | 67.70 | 49.05% | 40.32% | 22.14% |
| 2016-11 | +1.11% | +5.53% | 0.64% | — | — | — | +2.48 | 65.58 | 49.28% | 40.33% | 22.31% |
| 2016-10 | -0.24% | +4.37% | 0.64% | — | — | — | +0.75 | 62.29 | 47.81% | 40.13% | 21.05% |
| 2016-09 | -0.49% | +4.62% | 0.64% | — | — | — | +1.55 | 61.69 | 47.98% | 40.44% | 21.61% |
| 2016-08 | +0.12% | +5.13% | 0.64% | — | — | — | +3.37 | 60.54 | 48.38% | 40.50% | 21.14% |
| 2016-07 | +2.80% | +5.01% | 0.64% | — | — | — | +1.98 | 56.67 | 49.34% | 42.93% | 23.49% |
| 2016-06 | -0.81% | +2.15% | 0.64% | — | — | — | +1.38 | 53.27 | 48.66% | 43.14% | 21.25% |
| 2016-05 | +1.12% | +2.98% | 0.64% | — | — | — | — | 52.59 | — | — | — |
| 2016-04 | +0.78% | +1.84% | 0.64% | — | — | — | — | 50.61 | — | — | — |
| 2016-03 | +1.23% | +1.05% | 0.64% | — | — | — | — | 0.67 | — | — | — |
| 2016-02 | -0.80% | -0.17% | 0.64% | — | — | — | — | 0.12 | — | — | — |
| 2016-01 | +0.63% | +0.63% | 0.64% | — | — | — | — | 0.06 | — | — | — |
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.