חודשים בטווח
124
מנורה מבטחים תגמולים ופיצויים מסלול לבני 60 ומעלה
נתונים היסטוריים מלאים עבור מנורה מבטחים תגמולים ופיצויים מסלול לבני 60 ומעלה, 124 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9794 | שם קרן: מנורה מבטחים תגמולים ופיצויים מסלול לבני 60 ומעלה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: מנורה מבטחים החזקות בע"מ | חברה מנהלת: מנורה מבטחים פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מדרגות | תת התמחות: 60 ומעלה.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מנורה מבטחים תגמולים ופיצויים מסלול לבני 60 ומעלה ישירות למייל.
תשואה חודשית אחרונה
+1.69%
תשואה מצטברת מההתחלה
+63.81%
| 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 | +1.69% | +63.81% | 0.45% | +0.12% | 0.91 | 4.35% | +38.60 | 3308.06 | 31.17% | 33.52% | 14.06% |
| 2026-04 | +2.57% | +61.08% | 0.45% | -0.24% | 0.83 | 4.32% | +44.96 | 3216.39 | 29.72% | 32.79% | 13.81% |
| 2026-03 | -1.78% | +57.05% | 0.45% | -0.24% | 0.71 | 4.23% | +21.52 | 3093.00 | 29.84% | 32.15% | 12.36% |
| 2026-02 | +0.59% | +59.89% | 0.45% | -0.24% | 0.99 | 4.12% | +34.76 | 3128.49 | 30.92% | 33.96% | 15.03% |
| 2026-01 | +1.49% | +58.96% | 0.45% | -0.12% | 0.98 | 4.12% | +17.71 | 3076.83 | 29.92% | 33.81% | 15.70% |
| 2025-12 | +0.82% | +56.62% | 0.44% | -0.12% | 0.91 | 4.10% | +42.24 | 3015.52 | 29.09% | 35.61% | 17.45% |
| 2025-11 | +1.08% | +55.35% | 0.44% | -0.12% | 0.91 | 4.11% | +5.07 | 2950.15 | 29.40% | 34.50% | 15.83% |
| 2025-10 | +1.07% | +53.69% | 0.44% | -0.12% | 0.92 | 4.29% | +13.62 | 2914.79 | 29.09% | 34.95% | 15.84% |
| 2025-09 | +1.80% | +52.06% | 0.44% | -0.12% | 0.87 | 4.28% | +0.84 | 2871.64 | 29.04% | 36.41% | 18.00% |
| 2025-08 | +1.01% | +49.37% | 0.44% | -0.24% | 0.73 | 4.31% | +0.53 | 2821.21 | 28.72% | 36.03% | 15.91% |
| 2025-07 | +0.50% | +47.88% | 0.44% | -0.24% | 0.72 | 4.35% | +10.55 | 2793.79 | 28.66% | 35.37% | 17.64% |
| 2025-06 | +2.47% | +47.14% | 0.44% | -0.24% | 0.75 | 4.39% | +12.34 | 2183.24 | 29.42% | 27.58% | 16.95% |
| 2025-05 | +1.24% | +43.60% | 0.44% | +0.12% | 0.59 | 4.32% | +31.99 | 2121.81 | 27.45% | 27.63% | 15.51% |
| 2025-04 | +0.84% | +41.84% | 0.44% | +0.24% | 0.56 | 4.33% | +132.13 | 2064.88 | 26.71% | 28.47% | 14.71% |
| 2025-03 | -0.65% | +40.66% | 0.44% | +0.36% | 0.60 | 4.66% | +17.80 | 1915.17 | 27.43% | 30.63% | 17.02% |
| 2025-02 | +0.09% | +41.58% | 0.44% | -0.48% | 0.42 | 6.07% | +16.79 | 1910.53 | 26.96% | 28.81% | 16.42% |
| 2025-01 | +0.95% | +41.45% | 0.44% | -0.12% | 0.41 | 6.12% | -4.57 | 1892.87 | 27.58% | 29.62% | 17.40% |
| 2024-12 | +0.80% | +40.12% | 0.45% | -0.24% | 0.38 | 6.11% | -1.28 | 1775.83 | 26.67% | 30.08% | 17.24% |
| 2024-11 | +1.42% | +39.01% | 0.45% | -0.12% | 0.37 | 6.11% | +16.51 | 1763.03 | 26.63% | 31.18% | 16.98% |
| 2024-10 | +0.30% | +37.06% | 0.45% | -0.12% | 0.32 | 6.09% | -4.32 | 1722.58 | 25.19% | 31.50% | 17.25% |
| 2024-09 | +1.16% | +36.65% | 0.45% | -0.24% | 0.34 | 6.09% | +1.33 | 1722.33 | 25.10% | 31.18% | 17.72% |
| 2024-08 | +0.97% | +35.08% | 0.45% | — | 0.27 | 6.09% | -0.50 | 1701.89 | 25.75% | 32.50% | 17.92% |
| 2024-07 | +1.08% | +33.79% | 0.45% | -0.24% | 0.27 | 6.09% | -6.14 | 1686.72 | 25.51% | 32.28% | 18.15% |
| 2024-06 | +0.51% | +32.36% | 0.45% | -0.12% | 0.24 | 6.08% | +8.44 | 1675.45 | 25.23% | 29.50% | 18.96% |
| 2024-05 | +0.39% | +31.69% | 0.45% | -0.24% | 0.25 | 6.10% | +18.78 | 1659.22 | 25.22% | 31.41% | 17.79% |
| 2024-04 | -0.81% | +31.17% | 0.45% | -0.24% | 0.25 | 6.11% | +12.34 | 1634.78 | 25.08% | 31.19% | 17.58% |
| 2024-03 | +1.42% | +32.24% | 0.45% | -0.24% | 0.34 | 6.10% | -3.22 | 1636.26 | 25.58% | 32.00% | 18.81% |
| 2024-02 | +1.29% | +30.39% | 0.45% | -0.24% | 0.30 | 6.08% | +2.78 | 1617.15 | 24.72% | 30.07% | 18.40% |
| 2024-01 | +0.08% | +28.73% | 0.45% | -0.24% | 0.26 | 6.07% | +12.21 | 1594.46 | 23.75% | 30.15% | 18.04% |
| 2023-12 | +1.72% | +28.63% | 0.45% | -0.24% | 0.32 | 6.13% | +16.37 | 1333.24 | 23.33% | 30.39% | 17.50% |
| 2023-11 | +2.67% | +26.45% | 0.45% | -0.12% | 0.21 | 6.16% | +16.30 | 1295.35 | 22.98% | 33.51% | 15.71% |
| 2023-10 | -2.35% | +23.17% | 0.45% | +0.00% | 0.08 | 6.06% | +3.50 | 1246.25 | 22.69% | 33.36% | 15.91% |
| 2023-09 | -0.93% | +26.13% | 0.45% | -0.12% | 0.23 | 5.99% | +1.45 | 1273.16 | 23.15% | 29.98% | 14.49% |
| 2023-08 | -0.02% | +27.31% | 0.45% | -0.24% | 0.32 | 5.96% | +7.84 | 1284.05 | 24.08% | 31.84% | 15.96% |
| 2023-07 | +1.68% | +27.34% | 0.45% | -0.36% | 0.35 | 5.96% | +24.13 | 1276.86 | 24.60% | 31.48% | 16.14% |
| 2023-06 | +1.30% | +25.24% | 0.45% | -0.36% | 0.30 | 5.94% | +3.83 | 1232.36 | 24.33% | 29.28% | 17.17% |
| 2023-05 | +0.93% | +23.63% | 0.45% | -0.48% | 0.24 | 5.92% | +5.72 | 1213.21 | 23.75% | 31.65% | 15.45% |
| 2023-04 | +1.10% | +22.49% | 0.45% | -0.60% | 0.20 | 5.92% | +11.79 | 1196.84 | 24.30% | 32.44% | 15.30% |
| 2023-03 | +0.44% | +21.16% | 0.45% | -0.84% | 0.17 | 5.91% | +8.83 | 1172.49 | 24.35% | 30.26% | 15.24% |
| 2023-02 | -1.82% | +20.63% | 0.45% | -0.60% | 0.16 | 5.91% | +8.28 | 1158.97 | 24.23% | 32.40% | 14.92% |
| 2023-01 | +1.80% | +22.86% | 0.45% | -0.48% | 0.28 | 5.85% | +14.53 | 1172.37 | 24.06% | 32.64% | 14.88% |
| 2022-12 | -1.02% | +20.69% | 0.45% | -0.48% | 0.21 | 5.82% | +17.00 | 1137.71 | 23.88% | 32.20% | 14.18% |
| 2022-11 | +1.02% | +21.93% | 0.45% | -0.48% | 0.30 | 5.80% | +15.58 | 1132.75 | 24.49% | 32.06% | 13.60% |
| 2022-10 | +1.36% | +20.70% | 0.45% | -0.72% | 0.27 | 5.79% | +6.85 | 1106.33 | 23.89% | 32.43% | 13.38% |
| 2022-09 | -3.01% | +19.08% | 0.45% | -0.72% | 0.21 | 5.77% | +17.49 | 1085.14 | 23.49% | 32.70% | 14.59% |
| 2022-08 | -1.38% | +22.78% | 0.45% | -0.72% | 0.42 | 5.58% | +26.42 | 1101.32 | 23.80% | 31.34% | 14.78% |
| 2022-07 | +2.02% | +24.50% | 0.45% | -0.84% | 0.53 | 5.53% | +28.35 | 1090.62 | 23.48% | 31.66% | 15.48% |
| 2022-06 | -0.96% | +22.03% | 0.45% | -0.84% | 0.44 | 5.49% | +26.89 | 1041.61 | 23.83% | 25.93% | 14.56% |
| 2022-05 | -2.11% | +23.21% | 0.45% | -0.72% | 0.50 | 5.48% | +18.72 | 1024.85 | 24.02% | 32.50% | 15.35% |
| 2022-04 | -1.08% | +25.87% | 0.45% | -0.84% | 0.67 | 5.37% | +21.88 | 1028.12 | 23.82% | 30.33% | 13.79% |
| 2022-03 | +0.14% | +27.24% | 0.45% | -0.84% | 0.77 | 5.34% | +5.44 | 1017.67 | 24.95% | 25.24% | 15.48% |
| 2022-02 | -0.95% | +27.07% | 0.45% | -0.96% | 0.77 | 5.34% | +6.16 | 1011.18 | 25.22% | 32.11% | 14.89% |
| 2022-01 | -1.40% | +28.28% | 0.45% | -0.96% | 0.85 | 5.31% | +54.18 | 1014.96 | 25.50% | 31.61% | 14.77% |
| 2021-12 | +0.88% | +30.11% | 0.48% | -0.96% | 0.96 | 5.25% | +26.53 | 974.97 | 24.15% | 24.43% | 14.52% |
| 2021-11 | +0.27% | +28.97% | 0.48% | -0.96% | 0.93 | 5.25% | +7.85 | 940.44 | 24.56% | 32.06% | 15.59% |
| 2021-10 | +1.42% | +28.62% | 0.48% | -0.84% | 0.92 | 5.26% | +8.26 | 930.49 | 24.57% | 30.65% | 15.67% |
| 2021-09 | -0.38% | +26.82% | 0.48% | -0.84% | 0.85 | 5.24% | +1.51 | 909.70 | 24.35% | 25.84% | 15.70% |
| 2021-08 | +1.02% | +27.31% | 0.48% | -0.72% | 0.87 | 5.24% | +4.53 | 911.99 | 24.41% | 30.07% | 15.99% |
| 2021-07 | +0.47% | +26.02% | 0.48% | -0.60% | 0.81 | 5.24% | +52.56 | 898.61 | 23.94% | 30.17% | 16.63% |
| 2021-06 | +0.49% | +25.43% | 0.48% | -0.60% | 0.82 | 5.26% | +11.34 | 842.24 | 23.63% | 25.71% | 15.21% |
| 2021-05 | +0.88% | +24.82% | 0.48% | -0.72% | 0.80 | 5.26% | +5.80 | 827.12 | 23.66% | 29.51% | 17.08% |
| 2021-04 | +1.20% | +23.73% | 0.48% | -0.60% | 0.76 | 5.25% | +10.16 | 814.42 | 23.29% | 29.73% | 16.69% |
| 2021-03 | +1.15% | +22.26% | 0.48% | -0.72% | 0.72 | 5.25% | +9.12 | 795.00 | 22.78% | 25.22% | 15.86% |
| 2021-02 | +0.10% | +20.87% | 0.48% | -0.60% | 0.67 | 5.24% | +3.89 | 777.18 | 22.56% | 28.95% | 15.62% |
| 2021-01 | +0.87% | +20.75% | 0.48% | -0.72% | 0.67 | 5.24% | +41.36 | 772.89 | 21.97% | 27.99% | 16.91% |
| 2020-12 | +1.25% | +19.71% | 0.47% | — | — | — | +7.14 | 725.35 | 23.31% | 25.26% | 17.62% |
| 2020-11 | +3.22% | +18.23% | 0.47% | — | — | — | -9.37 | 709.57 | 22.74% | 29.88% | 17.27% |
| 2020-10 | +0.19% | +14.55% | 0.47% | — | — | — | +1.54 | 696.86 | 21.36% | 28.66% | 15.81% |
| 2020-09 | -1.28% | +14.33% | 0.47% | — | — | — | +8.17 | 694.36 | 21.17% | 24.93% | 15.82% |
| 2020-08 | +1.89% | +15.81% | 0.47% | — | — | — | +8.50 | 695.38 | 21.21% | 27.97% | 15.53% |
| 2020-07 | +1.69% | +13.66% | 0.47% | — | — | — | +39.52 | 674.35 | 20.97% | 27.99% | 15.19% |
| 2020-06 | -0.60% | +11.77% | 0.47% | — | — | — | +9.50 | 624.28 | 20.46% | 23.41% | 13.05% |
| 2020-05 | +1.51% | +12.45% | 0.47% | — | — | — | +10.56 | 618.83 | 20.39% | 28.65% | 15.16% |
| 2020-04 | +4.30% | +10.78% | 0.47% | — | — | — | +2.73 | 599.41 | 20.51% | 27.74% | 14.08% |
| 2020-03 | -8.27% | +6.21% | 0.47% | — | — | — | -8.70 | 572.39 | 19.92% | 25.12% | 13.97% |
| 2020-02 | -1.38% | +15.78% | 0.47% | — | — | — | +5.25 | 633.91 | 20.63% | 26.84% | 14.24% |
| 2020-01 | +0.24% | +17.40% | 0.47% | — | — | — | +33.21 | 637.76 | 20.72% | 26.47% | 14.69% |
| 2019-12 | +0.57% | +17.12% | 0.44% | — | — | — | +3.66 | 603.49 | 21.43% | 26.22% | 17.89% |
| 2019-11 | +0.46% | +16.46% | 0.44% | — | — | — | +4.77 | 596.70 | 20.63% | 26.73% | 17.10% |
| 2019-10 | +0.95% | +15.93% | 0.44% | — | — | — | +9.70 | 589.46 | 20.67% | 26.79% | 17.82% |
| 2019-09 | +0.94% | +14.84% | 0.44% | — | — | — | +6.84 | 574.52 | 20.40% | 25.40% | 17.96% |
| 2019-08 | -0.34% | +13.77% | 0.44% | — | — | — | +7.97 | 562.59 | 19.57% | 25.67% | 17.99% |
| 2019-07 | +0.59% | +14.15% | 0.44% | — | — | — | +27.14 | 556.74 | 19.50% | 25.90% | 19.14% |
| 2019-06 | +1.38% | +13.48% | 0.44% | — | — | — | +12.71 | 526.68 | 20.13% | 26.16% | 22.37% |
| 2019-05 | -0.47% | +11.94% | 0.44% | — | — | — | +9.24 | 507.17 | 19.98% | 27.02% | 20.75% |
| 2019-04 | +1.19% | +12.47% | 0.44% | — | — | — | +10.85 | 500.49 | 21.05% | 28.32% | 21.67% |
| 2019-03 | +0.71% | +11.15% | 0.44% | — | — | — | -52.65 | 484.03 | 21.06% | 27.56% | 22.76% |
| 2019-02 | +0.97% | +10.36% | 0.44% | — | — | — | +91.89 | 533.24 | 19.69% | 25.54% | 19.33% |
| 2019-01 | +2.10% | +9.30% | 0.44% | — | — | — | +13.19 | 436.63 | 19.92% | 25.98% | 18.26% |
| 2018-12 | -1.74% | +7.05% | 0.47% | — | — | — | +13.52 | 414.80 | 19.84% | 25.24% | 17.74% |
| 2018-11 | +0.12% | +8.95% | 0.47% | — | — | — | +16.80 | 408.64 | 20.11% | 27.39% | 18.08% |
| 2018-10 | -1.24% | +8.82% | 0.47% | — | — | — | +12.06 | 391.59 | 19.74% | 26.22% | 16.71% |
| 2018-09 | -0.01% | +10.19% | 0.47% | — | — | — | +3.90 | 384.48 | 20.98% | 25.41% | 17.08% |
| 2018-08 | +0.58% | +10.20% | 0.47% | — | — | — | +15.14 | 380.76 | 20.90% | 26.64% | 17.17% |
| 2018-07 | +0.95% | +9.56% | 0.47% | — | — | — | +19.34 | 363.63 | 20.09% | 27.40% | 17.39% |
| 2018-06 | -0.24% | +8.53% | 0.47% | — | — | — | +4.54 | 341.14 | 19.14% | 25.68% | 16.10% |
| 2018-05 | -0.27% | +8.79% | 0.47% | — | — | — | +16.05 | 337.58 | 18.99% | 26.91% | 16.12% |
| 2018-04 | +0.40% | +9.09% | 0.47% | — | — | — | +3.74 | 322.58 | 19.85% | 27.79% | 15.84% |
| 2018-03 | -0.22% | +8.65% | 0.47% | — | — | — | +1.68 | 317.68 | 20.27% | 25.27% | 14.46% |
| 2018-02 | -0.78% | +8.89% | 0.47% | — | — | — | +7.29 | 316.83 | 20.32% | 27.26% | 14.71% |
| 2018-01 | +1.08% | +9.75% | 0.47% | — | — | — | +14.73 | 312.10 | 19.42% | 25.51% | 15.31% |
| 2017-12 | +0.50% | +8.57% | 0.54% | — | — | — | +9.92 | 294.32 | 19.79% | 23.47% | 14.88% |
| 2017-11 | +0.63% | +8.03% | 0.54% | — | — | — | +6.12 | 283.07 | 20.55% | 25.72% | 15.88% |
| 2017-10 | +0.73% | +7.36% | 0.54% | — | — | — | +3.86 | 275.29 | 19.41% | 26.05% | 15.50% |
| 2017-09 | +0.11% | +6.58% | 0.54% | — | — | — | +4.51 | 269.57 | 19.39% | 23.54% | 16.37% |
| 2017-08 | +0.41% | +6.46% | 0.54% | — | — | — | +8.12 | 264.87 | 18.89% | 21.13% | 15.29% |
| 2017-07 | +1.12% | +6.03% | 0.54% | — | — | — | +10.35 | 255.80 | 19.62% | 21.60% | 15.61% |
| 2017-06 | -0.54% | +4.85% | 0.54% | — | — | — | +7.50 | 242.83 | 18.53% | 20.27% | 14.14% |
| 2017-05 | +0.82% | +5.42% | 0.54% | — | — | — | +4.64 | 236.74 | 19.24% | 21.24% | 15.64% |
| 2017-04 | +0.94% | +4.56% | 0.54% | — | — | — | +7.72 | 230.28 | 19.47% | 21.22% | 15.26% |
| 2017-03 | +0.11% | +3.59% | 0.54% | — | — | — | +6.90 | 220.56 | 19.24% | 21.49% | 15.12% |
| 2017-02 | +0.20% | +3.48% | 0.54% | — | — | — | +6.95 | 213.51 | 18.98% | 20.55% | 15.02% |
| 2017-01 | -0.08% | +3.27% | 0.54% | — | — | — | +18.73 | 206.25 | 19.51% | 21.45% | 15.58% |
| 2016-12 | +0.73% | +3.35% | — | — | — | — | +7.76 | 187.79 | 19.12% | 20.75% | 15.79% |
| 2016-11 | -0.22% | +2.60% | — | — | — | — | +4.44 | 178.78 | 19.05% | 20.80% | 15.58% |
| 2016-10 | +0.10% | +2.83% | — | — | — | — | +1.87 | 174.82 | 17.69% | 20.35% | 15.84% |
| 2016-09 | -0.56% | +2.73% | — | — | — | — | +13.88 | 172.86 | 17.97% | 20.26% | 15.78% |
| 2016-08 | -0.23% | +3.31% | — | — | — | — | +13.50 | 159.97 | 18.10% | 20.45% | 15.58% |
| 2016-07 | +1.31% | +3.54% | — | — | — | — | +14.61 | 146.88 | 18.01% | 20.37% | 15.01% |
| 2016-06 | +0.25% | +2.21% | — | — | — | — | +13.04 | 130.58 | 18.30% | 20.59% | 15.01% |
| 2016-05 | +0.22% | +1.95% | — | — | — | — | +10.60 | 117.30 | 18.64% | 20.80% | 15.58% |
| 2016-04 | +0.98% | +1.73% | — | — | — | — | +8.35 | 106.45 | 18.26% | 20.17% | 14.51% |
| 2016-03 | +0.79% | +0.74% | — | — | — | — | +9.37 | 97.16 | 18.21% | 19.95% | 13.76% |
| 2016-02 | -0.05% | -0.05% | — | — | — | — | +11.42 | 87.15 | 19.91% | 21.95% | 17.28% |
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.