נתונים היסטוריים · פנסיה

מנורה מבטחים פנסיה - מסלול הלכה

נתונים היסטוריים מלאים עבור מנורה מבטחים פנסיה - מסלול הלכה, 165 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2182 | שם קרן: מנורה מבטחים פנסיה - מסלול הלכה | סיווג קרן: קרנות חדשות | 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 מדדים
חודשים בטווח 165
תשואה חודשית אחרונה +2.21%
תשואה מצטברת מההתחלה +132.73%
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 +2.21% +132.73% 0.15% +1.44% 1.08 5.82% -4.23 2746.94 48.24% 30.70% 18.08%
2026-04 +3.60% +127.70% 0.15% +0.84% 1.01 5.79% +17.43 2690.58 48.72% 31.58% 18.06%
2026-03 -2.42% +119.78% 0.15% +0.72% 0.87 5.65% +0.58 2580.36 48.77% 31.64% 17.51%
2026-02 +0.79% +125.24% 0.15% +0.96% 1.17 5.51% -9.62 2645.04 48.95% 32.99% 19.54%
2026-01 +2.31% +123.47% 0.15% +1.20% 1.15 5.51% -9.57 2629.33 48.46% 32.05% 19.23%
2025-12 +0.66% +118.42% 0.15% +1.08% 1.06 5.44% +5.21 2582.95 47.83% 31.73% 19.78%
2025-11 +1.04% +116.99% 0.15% +1.08% 1.07 5.44% -14.96 2560.66 47.55% 32.41% 20.27%
2025-10 +1.25% +114.76% 0.15% +1.20% 1.09 5.61% +2.83 2548.36 46.94% 31.79% 20.93%
2025-09 +2.34% +112.11% 0.15% +1.08% 1.04 5.61% -39.77 2515.01 47.13% 32.26% 20.88%
2025-08 +1.23% +107.26% 0.15% +1.08% 0.91 5.65% -6.78 2461.41 46.37% 31.87% 20.44%
2025-07 +0.67% +104.74% 0.15% +1.08% 0.90 5.65% -11.26 2437.80 46.49% 32.48% 21.64%
2025-06 +3.28% +103.38% 0.15% +1.08% 0.92 5.68% -10.90 2432.95 45.92% 30.82% 21.55%
2025-05 +1.89% +96.92% 0.15% +1.08% 0.77 5.58% +2.58 2366.13 45.18% 30.84% 21.59%
2025-04 +1.20% +93.26% 0.15% +1.08% 0.71 5.58% +0.26 2320.03 44.57% 30.87% 20.59%
2025-03 -1.03% +90.97% 0.15% +1.20% 0.73 5.82% -8.33 2292.06 45.10% 32.49% 21.15%
2025-02 +0.01% +92.96% 0.15% +1.44% 0.64 6.75% -9.76 2336.31 44.70% 31.75% 21.31%
2025-01 +1.33% +92.94% 0.15% +1.32% 0.62 6.86% -19.93 2327.72 44.76% 32.56% 21.50%
2024-12 +0.27% +90.41% 0.16% +1.20% 0.58 6.86% -2.33 2323.08 44.19% 33.09% 21.37%
2024-11 +2.20% +89.90% 0.16% +1.32% 0.60 6.86% -13.83 2323.75 44.00% 32.16% 22.05%
2024-10 +0.04% +85.81% 0.16% +1.32% 0.53 6.82% -1.73 2282.62 43.83% 32.50% 21.70%
2024-09 +1.67% +85.73% 0.16% +1.44% 0.57 6.82% -15.49 2283.42 43.99% 33.56% 22.50%
2024-08 +1.22% +82.68% 0.16% 0.48 6.82% -0.27 2265.18 42.73% 31.90% 21.29%
2024-07 +1.33% +80.48% 0.16% +1.20% 0.48 6.82% +3.78 2233.86 43.16% 33.06% 21.54%
2024-06 +0.89% +78.11% 0.16% +1.08% 0.43 6.79% +9.86 2201.10 43.14% 33.35% 22.24%
2024-05 +0.88% +76.54% 0.16% +0.96% 0.44 6.82% +6.81 2174.67 42.56% 31.21% 21.59%
2024-04 -1.65% +75.00% 0.16% +0.72% 0.39 6.86% +13.98 2146.26 41.99% 31.52% 20.81%
2024-03 +1.76% +77.94% 0.16% +0.72% 0.53 6.82% +8.26 2167.96 42.72% 34.77% 21.58%
2024-02 +1.92% +74.86% 0.16% +0.84% 0.48 6.79% +11.83 2122.26 41.27% 30.71% 20.72%
2024-01 -0.19% +71.57% 0.16% +0.84% 0.42 6.75% +7.47 2070.02 40.78% 30.45% 20.43%
2023-12 +2.11% +71.89% 0.16% +0.72% 0.48 6.82% +19.66 2066.72 40.89% 30.13% 20.38%
2023-11 +3.71% +68.34% 0.16% +0.72% 0.36 6.89% +17.56 2004.40 40.66% 29.30% 19.84%
2023-10 -2.82% +62.32% 0.16% +0.60% 0.21 6.72% +17.62 1915.55 41.51% 31.39% 18.30%
2023-09 -1.59% +67.03% 0.16% +0.60% 0.37 6.65% +12.23 1949.89 41.72% 31.64% 19.35%
2023-08 -0.25% +69.73% 0.16% +0.60% 0.49 6.58% +28.08 1972.61 42.08% 31.59% 18.99%
2023-07 +2.19% +70.15% 0.16% +0.60% 0.54 6.58% +21.84 1948.98 42.81% 31.82% 19.73%
2023-06 +1.79% +66.51% 0.16% +0.60% 0.48 6.55% +23.48 1893.16 42.42% 31.99% 19.64%
2023-05 +0.77% +63.58% 0.16% +0.60% 0.42 6.51% +27.42 1829.35 41.84% 30.14% 18.44%
2023-04 +1.08% +62.33% 0.16% +0.48% 0.41 6.51% +19.85 1788.20 41.68% 30.76% 19.03%
2023-03 +1.12% +60.59% 0.16% +0.48% 0.39 6.51% +29.96 1756.97 41.67% 30.23% 18.80%
2023-02 -1.92% +58.81% 0.16% +0.48% 0.34 6.51% +21.91 1700.20 42.36% 32.42% 18.14%
2023-01 +2.59% +61.92% 0.16% +0.48% 0.45 6.48% +30.78 1711.02 42.18% 30.26% 18.27%
2022-12 -1.73% +57.84% 0.17% +0.36% 0.37 6.41% +32.16 1634.17 41.66% 30.63% 17.48%
2022-11 +1.61% +60.61% 0.17% +0.60% 0.49 6.34% +28.87 1633.77 42.37% 31.26% 17.46%
2022-10 +2.53% +58.07% 0.17% +0.24% 0.44 6.30% +22.67 1579.35 42.92% 31.56% 16.40%
2022-09 -3.93% +54.17% 0.17% +0.24% 0.34 6.24% +29.00 1513.33 42.56% 32.08% 14.83%
2022-08 -1.60% +60.48% 0.17% +0.48% 0.61 5.96% +21.59 1550.58 42.59% 29.84% 15.49%
2022-07 +3.45% +63.09% 0.17% +0.48% 0.73 5.89% +27.25 1554.14 43.86% 32.01% 16.97%
2022-06 -1.77% +57.65% 0.17% +0.24% 0.59 5.72% +30.26 1475.18 43.49% 32.72% 16.19%
2022-05 -2.21% +60.49% 0.17% +0.48% 0.71 5.65% +22.77 1470.64 40.12% 30.89% 17.69%
2022-04 -0.89% +64.11% 0.17% +0.60% 0.89 5.51% +14.48 1469.69 40.80% 30.29% 16.72%
2022-03 +0.55% +65.59% 0.17% +0.60% 0.98 5.51% +40.61 1479.10 41.68% 30.94% 18.33%
2022-02 -1.22% +64.68% 0.17% +0.48% 0.96 5.51% +21.74 1430.55 42.71% 36.61% 17.56%
2022-01 -1.29% +66.72% 0.17% +0.84% 1.07 5.44% +24.58 1426.02 41.23% 35.74% 18.25%
2021-12 +0.62% +68.89% 0.19% +1.08% 1.17 5.40% +32.73 1419.19 42.16% 36.18% 19.68%
2021-11 +1.06% +67.85% 0.19% +1.32% 1.17 5.40% +25.50 1378.62 42.10% 35.98% 19.03%
2021-10 +1.33% +66.09% 0.19% +1.32% 1.13 5.40% +27.03 1338.62 43.77% 38.10% 20.27%
2021-09 -0.48% +63.91% 0.19% +1.44% 1.06 5.37% +16.98 1294.49 39.85% 9.29% 17.97%
2021-08 +1.13% +64.70% 0.19% +1.68% 1.10 5.37% +26.65 1283.42 38.06% 34.22% 20.10%
2021-07 +0.59% +62.86% 0.19% +1.80% 1.05 5.37% +28.95 1239.98 38.54% 34.79% 20.26%
2021-06 +0.73% +61.91% 0.19% +1.68% 1.06 5.40% +26.30 1206.27 39.61% 35.54% 20.86%
2021-05 +0.99% +60.73% 0.19% +1.56% 1.02 5.44% +23.74 1171.29 40.35% 35.72% 23.59%
2021-04 +1.32% +59.16% 0.19% +1.80% 0.99 5.44% +16.05 1134.37 39.29% 35.16% 23.14%
2021-03 +1.91% +57.09% 0.19% +1.68% 0.94 5.40% +19.17 1105.35 39.54% 35.60% 24.88%
2021-02 +0.24% +54.14% 0.19% +1.68% 0.87 5.37% +21.22 1065.84 37.41% 33.83% 22.23%
2021-01 +0.96% +53.77% 0.19% +1.56% 0.85 5.40% +25.87 1042.14 37.94% 34.15% 22.34%
2020-12 +1.15% +52.31% 0.19% +1.68% 0.78 5.47% +31.23 1006.72 37.30% 28.87% 22.36%
2020-11 +3.69% +50.58% 0.19% +1.56% 0.71 5.47% +22.57 964.12 35.53% 29.85% 22.96%
2020-10 -0.13% +45.22% 0.19% +1.80% 0.54 5.27% +22.22 882.40 35.52% 30.81% 23.30%
2020-09 -1.23% +45.41% 0.19% +1.92% 0.58 5.33% +13.75 887.16 35.74% 31.22% 22.25%
2020-08 +1.90% +47.22% 0.19% +1.92% 0.63 5.37% +12.64 884.31 35.90% 31.22% 23.01%
2020-07 +2.12% +44.47% 0.19% +1.92% 0.51 5.40% +15.83 851.97 35.74% 31.46% 22.81%
2020-06 -0.44% +41.48% 0.19% +1.92% 0.43 5.33% +19.69 822.08 35.16% 29.52% 20.54%
2020-05 +1.22% +42.10% 0.19% +1.80% 0.43 5.44% +14.49 806.04 36.17% 29.63% 20.44%
2020-04 +4.56% +40.39% 0.19% +1.56% 0.38 5.40% +6.80 782.02 36.54% 29.39% 19.99%
2020-03 -7.19% +34.27% 0.19% +1.56% 0.15 5.02% +18.32 741.21 36.42% 30.41% 20.41%
2020-02 -2.20% +44.67% 0.19% +1.92% 0.90 3.78% +16.06 777.34 34.36% 28.62% 18.93%
2020-01 +0.30% +47.92% 0.19% +1.68% 1.26 3.71% +16.91 777.53 36.26% 29.81% 20.40%
2019-12 +0.62% +47.48% 0.21% +1.68% 1.25 3.71% +18.13 760.96 35.68% 30.05% 20.83%
2019-11 +0.93% +46.57% 0.21% +1.56% 1.19 3.74% +12.08 737.28 36.25% 30.28% 21.25%
2019-10 +1.10% +45.22% 0.21% +1.56% 1.15 3.74% +9.43 719.30 36.15% 30.90% 21.79%
2019-09 +1.38% +43.64% 0.21% +1.68% 1.08 3.74% +12.75 699.95 35.73% 30.11% 20.85%
2019-08 -0.61% +41.68% 0.21% +1.56% 0.99 3.71% +13.43 680.84 35.77% 30.89% 23.20%
2019-07 +0.17% +42.55% 0.21% +1.56% 1.12 3.74% +16.22 670.45 35.55% 30.27% 22.73%
2019-06 +1.86% +42.31% 0.21% +1.44% 1.11 3.74% +17.58 653.23 35.14% 30.43% 22.55%
2019-05 -1.30% +39.71% 0.21% +1.44% 0.98 3.67% +10.53 623.52 35.46% 30.91% 23.27%
2019-04 +1.57% +41.55% 0.21% +1.56% 1.18 3.64% +12.58 621.57 35.30% 30.52% 22.82%
2019-03 +0.77% +39.37% 0.21% +1.56% 1.06 3.57% +16.90 599.42 35.03% 30.72% 22.73%
2019-02 +0.83% +38.30% 0.21% +1.44% 1.02 3.57% +11.37 578.10 34.96% 30.26% 22.65%
2019-01 +2.12% +37.16% 0.21% +1.44% 1.00 3.60% +13.17 561.90 35.47% 30.84% 23.62%
2018-12 -2.65% +34.31% 0.22% +1.44% 0.84 3.53% +16.07 537.27 34.46% 30.60% 23.48%
2018-11 +0.59% +37.97% 0.22% +1.56% 1.25 3.29% +15.22 535.51 35.11% 29.61% 22.55%
2018-10 -1.57% +37.16% 0.22% +1.56% 1.24 3.33% +17.35 516.89 34.10% 29.87% 22.55%
2018-09 +0.11% +39.35% 0.22% +1.68% 1.56 3.22% +4.64 509.21 35.67% 31.41% 22.82%
2018-08 +0.86% +39.20% 0.22% +1.68% 1.61 3.29% +10.44 502.88 36.00% 31.48% 22.74%
2018-07 +1.62% +38.01% 0.22% +1.68% 1.51 3.33% +14.07 487.99 34.92% 30.09% 20.87%
2018-06 +0.36% +35.81% 0.22% +1.68% 1.43 3.33% +11.27 467.12 34.37% 29.44% 19.92%
2018-05 +0.47% +35.32% 0.22% +1.80% 1.35 3.39% +9.30 453.43 35.28% 30.01% 20.32%
2018-04 +1.04% +34.69% 0.22% +1.80% 1.34 3.39% +8.76 442.11 35.93% 31.03% 20.97%
2018-03 -0.66% +33.30% 0.22% +1.68% 1.27 3.39% -12.19 428.85 36.20% 30.98% 20.78%
2018-02 -1.04% +34.19% 0.22% +1.80% 1.39 3.36% +11.16 444.08 35.80% 30.12% 20.27%
2018-01 +1.39% +35.60% 0.22% +1.80% 1.59 3.29% +12.21 436.74 35.65% 29.24% 19.86%
2017-12 +0.67% +33.74% 0.24% +1.80% 1.50 3.26% +12.12 418.82 35.91% 28.71% 20.09%
2017-11 +0.69% +32.85% 0.24% +1.80% 1.42 3.29% +13.16 406.96 36.46% 29.02% 20.10%
2017-10 +1.00% +31.94% 0.24% +1.92% 1.38 3.29% +30.41 387.65 35.06% 28.02% 18.66%
2017-09 +0.55% +30.63% 0.24% +1.80% 1.30 3.26% +9.10 354.20 36.17% 28.19% 19.66%
2017-08 +0.22% +29.92% 0.24% +1.80% 1.30 3.33% +15.27 342.55 37.08% 29.17% 20.23%
2017-07 +1.07% +29.63% 0.24% +1.80% 1.30 3.33% +9.47 326.92 37.16% 29.42% 20.14%
2017-06 -0.14% +28.26% 0.24% +1.80% 1.25 3.36% +10.24 314.22 35.74% 28.12% 18.69%
2017-05 +0.81% +28.44% 0.24% +1.80% 1.29 3.36% +8.64 304.07 37.30% 29.40% 19.49%
2017-04 +0.88% +27.41% 0.24% +1.80% 1.16 3.43% +4.97 293.48 36.51% 29.08% 19.93%
2017-03 +0.15% +26.30% 0.24% +1.68% 1.11 3.43% +8.49 285.65 36.01% 27.83% 19.39%
2017-02 +0.62% +26.11% 0.24% +1.68% 1.12 3.43% +8.22 276.86 37.22% 28.65% 19.91%
2017-01 -0.25% +25.33% 0.24% +1.56% 1.09 3.43% +5.98 267.26 38.14% 29.74% 21.62%
2016-12 +0.93% +25.65% 0.25% +1.68% 1.17 3.46% +7.55 261.84 35.53% 26.99% 22.84%
2016-11 +0.81% +24.49% 0.25% +1.68% 1.10 3.46% +8.76 252.10 36.26% 26.86% 22.61%
2016-10 -0.03% +23.49% 0.25% +1.32% 1.00 3.50% +7.57 240.98 35.60% 27.42% 22.96%
2016-09 -0.22% +23.52% 0.25% +1.20% 1.06 3.53% +12.68 233.60 35.92% 27.03% 22.41%
2016-08 +0.17% +23.80% 0.25% +1.20% 1.06 3.57% +6.10 221.49 36.36% 27.33% 22.45%
2016-07 +1.99% +23.59% 0.25% +1.08% 0.99 3.71% +8.51 215.00 35.53% 26.32% 21.31%
2016-06 -0.33% +21.17% 0.25% +0.96% 0.84 3.64% +4.57 202.65 35.19% 27.04% 21.86%
2016-05 +1.06% +21.58% 0.25% +1.08% 0.87 3.64% 198.94
2016-04 +0.44% +20.30% 0.25% +1.08% 0.78 3.64% 191.38
2016-03 +1.04% +19.77% 0.25% +1.08% 0.75 3.64% 186.11
2016-02 -0.54% +18.54% 0.25% +1.08% 0.65 3.64% 179.01
2016-01 -1.62% +19.18% 0.25% +1.20% 0.72 3.60% 175.82
2015-12 -0.88% +21.15% 0.28% +1.32% 0.92 3.50% 172.52
2015-11 -0.14% +22.22% 0.28% +1.32% 1.06 3.43% 168.06
2015-10 +2.24% +22.39% 0.28% +1.32% 1.07 3.46% 165.08
2015-09 -1.73% +19.71% 0.28% +1.20% 0.96 3.39% 155.01
2015-08 -1.53% +21.82% 0.28% +1.20% 1.24 3.29% 155.39
2015-07 +1.33% +23.71% 0.28% +1.08% 1.48 3.15% 153.56
2015-06 -1.85% +22.09% 0.28% 145.04
2015-05 +0.58% +24.39% 0.28% 143.44
2015-04 +0.28% +23.67% 0.28% 138.60
2015-03 +0.45% +23.33% 0.28% 141.21
2015-02 +2.31% +22.78% 0.28% 132.49
2015-01 +0.47% +20.00% 0.28% 125.90
2014-12 -0.72% +19.44% 0.29% 120.86
2014-11 +1.23% +20.31% 0.29% 117.40
2014-10 +0.55% +18.85% 0.29% 113.41
2014-09 +0.49% +18.20% 0.29% 110.15
2014-08 +1.92% +17.62% 0.29% 106.57
2014-07 -0.05% +15.40% 0.29% 103.02
2014-06 +0.15% +15.46% 0.29% 99.61
2014-05 +1.03% +15.29% 0.29% 95.98
2014-04 +0.02% +14.11% 0.29% 89.05
2014-03 +0.61% +14.09% 0.29% 81.19
2014-02 +1.61% +13.40% 0.29% 76.85
2014-01 -0.17% +11.60% 0.29% 74.33
2013-12 -0.24% +11.79% 0.31% 72.48
2013-11 +1.53% +12.06% 0.31% 69.67
2013-10 +1.10% +10.37% 0.31% 66.16
2013-09 +1.91% +9.17% 0.31% 62.28
2013-08 -0.50% +7.13% 0.31% 59.51
2013-07 +1.69% +7.66% 0.31% 57.83
2013-06 -1.03% +5.87% 0.31% 54.08
2013-05 +1.27% +6.98% 0.31% 51.50
2013-04 +0.70% +5.63% 0.31% 48.76
2013-03 +0.62% +4.90% 0.31% 46.99
2013-02 +0.75% +4.25% 0.31% 40.33
2013-01 +0.75% +3.48% 0.31% 37.93
2012-12 -0.15% +2.71% 34.41
2012-11 +0.57% +2.86% 32.10
2012-10 +0.52% +2.28% 29.59
2012-09 +1.75% +1.75% 28.25

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.