נתונים היסטוריים · גמל

מיטב גמל לבני 60 ומעלה

נתונים היסטוריים מלאים עבור מיטב גמל לבני 60 ומעלה, 155 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 551 | שם קרן: מיטב גמל לבני 60 ומעלה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: מיטב דש השקעות בע"מ | חברה מנהלת: מיטב גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מדרגות | תת התמחות: 60 ומעלה.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 155
תשואה חודשית אחרונה +1.45%
תשואה מצטברת מההתחלה +97.66%
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 +1.45% +97.66% 0.56% +1.32% 1.11 4.17% +162.61 16547.81 28.61% 34.11% 12.35%
2026-04 +2.65% +94.84% 0.56% +1.08% 1.06 4.16% +160.95 16158.94 27.95% 35.14% 12.60%
2026-03 -1.69% +89.81% 0.56% +0.96% 0.94 4.07% +191.87 15592.33 27.44% 36.02% 12.03%
2026-02 +0.52% +93.07% 0.56% +1.20% 1.25 3.96% +206.28 15674.31 27.58% 35.56% 13.18%
2026-01 +1.37% +92.07% 0.56% +1.32% 1.26 3.96% +199.40 15396.08 27.58% 33.19% 13.16%
2025-12 +0.86% +89.48% 0.54% +1.20% 1.20 3.95% +228.39 14998.86 27.02% 33.77% 12.71%
2025-11 +0.84% +87.86% 0.54% +1.32% 1.20 3.96% +163.72 14650.83 27.01% 33.90% 12.82%
2025-10 +1.16% +86.30% 0.54% +1.32% 1.22 4.12% +95.91 14372.92 26.61% 34.62% 13.19%
2025-09 +1.44% +84.16% 0.54% +1.32% 1.17 4.11% +98.38 14119.96 26.51% 36.03% 14.73%
2025-08 +1.11% +81.55% 0.54% +1.32% 1.05 4.16% +106.34 13829.39 26.03% 36.57% 13.38%
2025-07 +0.80% +79.55% 0.54% +1.32% 1.04 4.22% +116.76 13578.07 25.59% 36.03% 12.82%
2025-06 +2.31% +78.13% 0.54% +1.20% 1.05 4.25% +102.82 13361.00 25.77% 36.51% 12.96%
2025-05 +1.13% +74.11% 0.54% +1.56% 0.91 4.20% +66.36 12964.41 25.27% 37.55% 15.60%
2025-04 +0.69% +72.16% 0.54% +1.56% 0.88 4.20% +112.82 12760.01 24.94% 36.98% 15.16%
2025-03 -0.46% +70.98% 0.54% +1.68% 0.93 4.45% +112.81 12565.31 25.28% 38.31% 14.98%
2025-02 +0.24% +71.77% 0.54% +1.44% 0.75 5.50% +78.52 12515.58 25.48% 36.68% 14.73%
2025-01 +0.91% +71.36% 0.54% +1.68% 0.74 5.54% +32.30 12413.79 25.75% 38.66% 14.74%
2024-12 +0.71% +69.81% 0.51% +1.68% 0.72 5.54% -48.00 12273.78 26.01% 38.15% 15.05%
2024-11 +1.84% +68.62% 0.51% +1.80% 0.71 5.54% -43.42 12241.25 25.97% 38.46% 16.31%
2024-10 +0.10% +65.57% 0.51% +1.68% 0.64 5.50% -36.44 12069.16 25.58% 38.31% 17.15%
2024-09 +1.29% +65.40% 0.51% +1.68% 0.68 5.50% -84.24 12099.12 25.78% 36.30% 18.09%
2024-08 +1.08% +63.30% 0.51% 0.59 5.50% -65.39 12034.69 25.25% 36.67% 17.68%
2024-07 +1.23% +61.55% 0.51% +1.92% 0.61 5.49% -57.62 11976.28 25.38% 39.10% 17.84%
2024-06 +0.86% +59.59% 0.51% +1.92% 0.57 5.48% -2.26 8221.74 25.73% 37.73% 19.81%
2024-05 +0.81% +58.23% 0.51% +1.80% 0.57 5.49% +39.64 8157.39 25.73% 38.70% 19.10%
2024-04 -1.13% +56.96% 0.51% +1.68% 0.53 5.50% +63.59 8055.94 25.08% 38.43% 17.95%
2024-03 +1.47% +58.75% 0.51% +1.80% 0.67 5.46% +91.47 8087.68 25.17% 38.40% 18.49%
2024-02 +1.01% +56.45% 0.51% +1.68% 0.62 5.44% +159.48 7883.42 23.00% 35.49% 17.68%
2024-01 +0.27% +54.89% 0.51% +1.80% 0.60 5.44% +159.93 7649.99 22.29% 35.73% 17.75%
2023-12 +1.88% +54.47% 0.47% +1.68% 0.65 5.47% +124.05 7473.21 23.04% 36.79% 18.19%
2023-11 +2.81% +51.62% 0.47% +1.80% 0.52 5.51% +114.78 7216.51 22.19% 37.50% 18.12%
2023-10 -1.67% +47.48% 0.47% +1.80% 0.39 5.40% +107.94 6909.99 21.74% 40.06% 16.57%
2023-09 -1.08% +49.98% 0.47% +1.56% 0.52 5.37% +104.71 6921.66 21.88% 37.56% 16.89%
2023-08 +0.08% +51.62% 0.47% +1.56% 0.63 5.33% +126.36 6894.89 22.75% 38.02% 17.72%
2023-07 +1.52% +51.50% 0.47% +1.56% 0.68 5.33% +141.81 6765.22 23.31% 36.52% 17.34%
2023-06 +1.07% +49.23% 0.47% +1.44% 0.62 5.31% +79.96 6526.53 22.85% 35.51% 16.78%
2023-05 +0.95% +47.65% 0.47% +1.44% 0.58 5.30% +74.64 6380.58 22.48% 30.49% 16.81%
2023-04 +1.16% +46.26% 0.47% +1.32% 0.54 5.30% +47.57 6249.10 22.23% 30.02% 16.39%
2023-03 +0.51% +44.58% 0.47% +1.08% 0.51 5.29% +5.52 6133.07 21.89% 29.97% 14.74%
2023-02 -1.40% +43.85% 0.47% +1.32% 0.50 5.29% +86.27 6098.87 22.50% 32.05% 17.28%
2023-01 +1.86% +45.89% 0.47% +1.32% 0.61 5.26% +119.73 6101.31 22.94% 29.58% 15.19%
2022-12 -1.16% +43.23% 0.46% +1.32% 0.54 5.22% +80.60 5874.63 22.32% 30.53% 12.91%
2022-11 +1.05% +44.91% 0.46% +1.44% 0.66 5.18% +115.31 5864.64 22.70% 30.44% 14.05%
2022-10 +1.30% +43.40% 0.46% +1.20% 0.62 5.17% +54.77 5691.81 23.19% 30.03% 13.48%
2022-09 -2.65% +41.56% 0.46% +1.20% 0.57 5.15% +69.52 5566.66 23.15% 29.15% 12.69%
2022-08 -0.86% +45.42% 0.46% +1.20% 0.80 4.97% +122.31 5650.24 24.28% 28.63% 12.73%
2022-07 +2.10% +46.68% 0.46% +1.08% 0.89 4.94% +151.03 5578.83 23.84% 29.03% 13.53%
2022-06 -1.10% +43.66% 0.46% +0.96% 0.80 4.88% +190.45 5316.92 24.15% 31.37% 13.31%
2022-05 -2.12% +45.26% 0.46% +1.20% 0.88 4.85% +168.61 5184.83 25.28% 31.57% 14.59%
2022-04 -0.91% +48.40% 0.46% +1.08% 1.10 4.72% +86.40 5126.32 26.66% 31.13% 13.64%
2022-03 +0.56% +49.77% 0.46% +1.08% 1.21 4.68% +224.31 5088.70 26.58% 30.95% 14.74%
2022-02 -0.49% +48.93% 0.46% +0.96% 1.19 4.68% +167.29 4837.74 25.96% 30.34% 14.47%
2022-01 -1.53% +49.67% 0.46% +0.96% 1.25 4.66% +169.87 4695.37 25.76% 30.38% 14.47%
2021-12 +0.90% +51.99% 0.48% +1.08% 1.42 4.58% +181.16 4599.06 26.81% 31.30% 13.96%
2021-11 +0.50% +50.64% 0.48% +1.08% 1.38 4.57% +161.85 4379.00 26.63% 32.42% 13.48%
2021-10 +1.79% +49.89% 0.48% +1.08% 1.35 4.59% +68.75 4197.76 27.35% 32.91% 15.05%
2021-09 -0.30% +47.25% 0.48% +0.96% 1.25 4.55% +40.75 4057.43 26.47% 33.56% 15.31%
2021-08 +1.45% +47.69% 0.48% +1.08% 1.28 4.55% +84.91 4030.37 26.83% 33.78% 15.81%
2021-07 +0.52% +45.58% 0.48% +1.20% 1.21 4.53% +51.24 3889.69 26.76% 33.71% 16.13%
2021-06 +0.77% +44.83% 0.48% +1.08% 1.20 4.54% +28.10 3819.98 27.36% 35.04% 15.95%
2021-05 +0.99% +43.72% 0.48% +0.96% 1.17 4.54% +39.03 3764.33 26.60% 34.24% 13.75%
2021-04 +1.47% +42.31% 0.48% +0.96% 1.12 4.53% +26.58 3690.10 27.01% 36.80% 16.50%
2021-03 +1.51% +40.25% 0.48% +0.84% 1.05 4.51% +29.31 3611.66 25.96% 36.22% 16.32%
2021-02 +0.53% +38.17% 0.48% +0.84% 0.98 4.48% +15.14 3530.33 24.88% 35.06% 15.84%
2021-01 +0.77% +37.44% 0.48% +0.48% 0.95 4.49% +5.43 3498.08 24.41% 36.55% 15.75%
2020-12 +1.37% +36.39% 0.49% +0.60% 0.90 4.50% +7.47 3467.37 23.04% 35.10% 15.44%
2020-11 +3.07% +34.54% 0.49% +0.48% 0.81 4.49% -1.64 3414.70 22.62% 35.82% 15.53%
2020-10 +0.28% +30.54% 0.49% +0.48% 0.64 4.32% -14.78 3315.84 20.29% 35.31% 15.31%
2020-09 -1.10% +30.17% 0.49% +0.24% 0.65 4.35% -19.50 3322.51 21.45% 36.22% 15.39%
2020-08 +2.20% +31.62% 0.49% +0.36% 0.72 4.35% -8.93 3380.62 21.48% 35.65% 15.66%
2020-07 +1.72% +28.79% 0.49% +0.12% 0.59 4.28% -16.41 3318.05 21.04% 35.82% 14.91%
2020-06 -0.44% +26.61% 0.49% +0.12% 0.50 4.24% +2.55 3279.44 20.46% 33.71% 14.07%
2020-05 +1.20% +27.17% 0.49% +0.24% 0.50 4.34% -3.68 3292.78 20.83% 33.59% 13.06%
2020-04 +3.84% +25.66% 0.49% +0.12% 0.42 4.32% -0.74 3258.23 20.02% 31.70% 12.13%
2020-03 -6.67% +21.01% 0.49% +0.12% 0.20 3.99% -75.14 3139.84 21.24% 32.61% 11.44%
2020-02 -1.13% +29.66% 0.49% +0.72% 1.31 2.52% -15.08 3446.89 21.68% 32.22% 12.18%
2020-01 +0.50% +31.14% 0.49% +0.72% 1.59 2.49% -11.17 3503.23 21.96% 31.31% 13.42%
2019-12 +0.79% +30.49% 0.52% +0.60% 1.60 2.50% -8.65 3498.34 20.28% 28.62% 13.52%
2019-11 +0.59% +29.47% 0.52% +0.36% 1.44 2.57% -25.38 3480.94 20.78% 29.39% 14.05%
2019-10 +0.84% +28.71% 0.52% +0.36% 1.41 2.58% -1.39 3487.25 20.88% 28.72% 14.31%
2019-09 +0.92% +27.64% 0.52% +0.36% 1.33 2.56% -11.90 3460.86 20.37% 27.75% 11.90%
2019-08 +0.38% +26.47% 0.52% +0.24% 1.24 2.55% -8.61 3442.66 19.35% 26.79% 11.43%
2019-07 +0.85% +26.00% 0.52% +0.24% 1.25 2.62% -23.73 3439.53 17.00% 24.57% 11.11%
2019-06 +1.27% +24.93% 0.52% +0.12% 1.16 2.61% -7.29 3435.56 16.66% 22.76% 12.65%
2019-05 -0.37% +23.37% 0.52% +0.12% 1.03 2.57% +3.01 3401.26 16.39% 23.19% 12.10%
2019-04 +1.07% +23.82% 0.52% +0.24% 1.14 2.59% +3.46 3412.41 18.59% 23.90% 13.28%
2019-03 +0.69% +22.51% 0.52% +0.12% 1.04 2.56% +10.78 3374.32 17.49% 22.92% 13.53%
2019-02 +0.85% +21.67% 0.52% +0.24% 1.00 2.58% +12.11 3341.84 17.81% 24.37% 13.39%
2019-01 +1.86% +20.65% 0.52% +0.24% 0.95 2.60% +21.53 3302.93 17.35% 24.48% 13.78%
2018-12 -1.59% +18.45% 0.55% +0.24% 0.78 2.50% +24.62 3222.82 17.84% 24.80% 14.29%
2018-11 +0.17% +20.36% 0.55% +0.36% 1.11 2.37% +8.87 3251.47 17.99% 21.97% 14.68%
2018-10 -1.16% +20.16% 0.55% +0.36% 1.13 2.39% +7.21 3238.37 17.93% 19.50% 13.49%
2018-09 +0.05% +21.57% 0.55% +0.48% 1.46 2.33% +8.05 3270.42 19.51% 19.99% 14.03%
2018-08 +0.75% +21.50% 0.55% +0.48% 1.51 2.36% -11.10 3262.21 19.59% 19.63% 14.56%
2018-07 +0.74% +20.60% 0.55% +0.48% 1.39 2.37% +8.85 3250.48 18.73% 17.54% 14.22%
2018-06 -0.09% +19.71% 0.55% +0.48% 1.33 2.38% +2.79 3219.23 18.24% 18.00% 13.39%
2018-05 -0.17% +19.82% 0.55% +0.48% 1.30 2.43% +11.49 3220.88 18.30% 18.88% 12.63%
2018-04 +0.47% +20.03% 0.55% +0.60% 1.38 2.43% -4.17 3216.24 18.75% 18.89% 13.22%
2018-03 -0.09% +19.46% 0.55% +0.60% 1.36 2.46% -14.26 3206.60 18.72% 18.89% 12.54%
2018-02 -0.74% +19.57% 0.55% +0.48% 1.38 2.46% +4.96 3225.12 19.56% 19.56% 11.95%
2018-01 +1.00% +20.46% 0.55% +0.48% 1.58 2.41% -9.97 3245.45 18.46% 15.83% 11.76%
2017-12 +0.61% +19.27% 0.59% +0.48% 1.48 2.39% +11.84 3224.50 18.33% 16.09% 12.21%
2017-11 +0.61% +18.55% 0.59% +0.48% 1.42 2.39% -10.28 3194.60 17.62% 18.12% 11.55%
2017-10 +0.59% +17.83% 0.59% +0.60% 1.37 2.39% +16.91 3187.13 17.20% 17.91% 11.33%
2017-09 +0.19% +17.14% 0.59% +0.48% 1.34 2.43% +0.82 3153.15 17.27% 18.55% 11.18%
2017-08 +0.29% +16.92% 0.59% +0.36% 1.34 2.43% -5.33 3147.79 16.74% 18.72% 12.20%
2017-07 +0.96% +16.58% 0.59% +0.36% 1.29 2.44% -20.07 3145.37 17.31% 18.51% 11.76%
2017-06 -0.44% +15.47% 0.59% +0.36% 1.23 2.54% -12.11 3136.79 17.03% 17.46% 10.99%
2017-05 +0.81% +15.98% 0.59% +0.36% 1.32 2.52% -14.06 3164.21 16.81% 17.24% 10.97%
2017-04 +0.76% +15.05% 0.59% +0.48% 1.23 2.52% -12.23 3154.09 16.25% 17.62% 8.76%
2017-03 +0.22% +14.18% 0.59% +0.36% 1.17 2.53% -15.75 3143.92 16.34% 18.41% 11.92%
2017-02 +0.28% +13.93% 0.59% +0.36% 1.16 2.53% +3.80 3154.38 16.12% 18.10% 11.63%
2017-01 +0.24% +13.61% 0.59% +0.36% 1.14 2.53% -1.62 3143.31 15.62% 18.38% 11.19%
2016-12 +0.57% +13.34% 0.64% +0.36% 1.16 2.57% +29.51 3125.21 15.46% 18.86% 10.73%
2016-11 -0.25% +12.70% 0.64% +0.36% 1.12 2.57% +0.69 3079.67 15.39% 17.66% 10.53%
2016-10 +0.07% +12.98% 0.64% +0.24% 1.15 2.58% +0.65 3088.21 14.98% 16.23% 10.47%
2016-09 -0.34% +12.90% 0.64% +0.24% 1.19 2.61% +2.96 3086.78 14.99% 16.63% 10.55%
2016-08 +0.13% +13.29% 0.64% +0.36% 1.25 2.59% +21.44 3096.03 15.02% 16.64% 10.38%
2016-07 +1.14% +13.14% 0.64% +0.12% 1.26 2.59% +30.96 3072.23 15.23% 16.81% 10.30%
2016-06 +0.13% +11.86% 0.64% +0.12% 1.16 2.57% +44.52 3008.25 14.95% 18.25% 10.07%
2016-05 +0.24% +11.72% 0.64% +0.00% 1.12 2.60% +19.84 2961.31 15.31% 17.60% 10.08%
2016-04 +0.69% +11.45% 0.64% +0.00% 1.10 2.60% +10.88 2935.81 15.03% 17.06% 10.04%
2016-03 +0.55% +10.69% 0.64% -0.12% 1.03 2.59% +2.31 2906.47 15.02% 17.14% 9.89%
2016-02 -0.05% +10.08% 0.64% -0.12% 0.92 2.64% +10.79 2889.71 14.29% 16.97% 11.24%
2016-01 -0.38% +10.14% 0.64% -0.12% 0.94 2.64% -1.27 2881.66 15.09% 18.30% 11.65%
2015-12 -0.63% +10.56% 0.69% -0.12% 1.01 2.62% +7.52 2895.36 16.33% 19.52% 10.08%
2015-11 -0.25% +11.26% 0.69% -0.12% 1.11 2.59% -0.68 2907.66 16.28% 18.98% 9.87%
2015-10 +1.43% +11.54% 0.69% -0.12% 1.13 2.60% -5.70 2917.11 15.17% 17.36% 9.24%
2015-09 -1.09% +9.96% 0.69% -0.12% 1.04 2.62% +5.00 2883.76 13.74% 16.49% 8.93%
2015-08 -0.42% +11.18% 0.69% -0.12% 1.25 2.53% -4.60 2912.08 13.63% 16.74% 9.22%
2015-07 +1.02% +11.64% 0.69% +0.00% 1.38 2.53% +4.76 2931.24 15.42% 17.64% 8.19%
2015-06 -1.95% +10.52% 0.69% +0.00% 1.31 2.53% -11.56 2898.54 14.85% 17.21% 8.94%
2015-05 -0.02% +12.72% 0.69% +0.00% 1.87 2.31% +13.37 2969.46 14.74% 17.11% 8.99%
2015-04 +0.38% +12.74% 0.69% -0.24% 1.89 2.31% +14.88 2958.17 14.01% 15.48% 9.96%
2015-03 +0.24% +12.31% 0.69% -0.36% 1.82 2.34% +12.04 2933.70 14.23% 15.66% 10.02%
2015-02 +1.40% +12.04% 0.69% -0.36% 1.84 2.34% +21.89 2916.25 14.01% 13.80% 10.16%
2015-01 +0.88% +10.49% 0.69% -0.24% 1.75 2.32% +23.43 2855.43 12.06% 12.36% 12.43%
2014-12 -1.16% +9.53% 0.74% -0.24% 1.69 2.33% -7.76 2808.76 12.14% 12.77% 13.35%
2014-11 +0.68% +10.82% 0.74% +0.00% 2.01 2.23% +20.97 2851.10 12.60% 13.46% 13.17%
2014-10 +0.34% +10.07% 0.74% +0.00% 1.97 2.27% +0.17 2812.70 12.62% 12.45% 12.69%
2014-09 +0.22% +9.70% 0.74% +0.12% 1.99 2.29% -6.24 2804.60 12.17% 14.15% 14.24%
2014-08 +1.61% +9.45% 0.74% +0.24% 1.99 2.28% +14.47 2806.17 12.16% 11.93% 11.54%
2014-07 -0.07% +7.72% 0.74% +0.24% 1.91 2.24% +10.73 2748.97 11.92% 11.63% 11.14%
2014-06 -0.07% +7.80% 0.74% +0.36% 2.01 2.27% +17.00 2204.06 12.41% 12.40% 10.81%
2014-05 +1.11% +7.87% 0.74% +0.48% 2.10 2.38% -5.87 2189.63 12.57% 11.57% 10.76%
2014-04 +0.37% +6.69% 0.74% +0.84% 2.01 2.37% +3.55 2172.93 13.74% 12.34% 12.32%
2014-03 +1.03% +6.29% 0.74% +0.96% 2.03 2.45% -32.70 1423.11 9.73% 11.55% 11.91%
2014-02 +1.26% +5.21% 0.74% +0.96% 1.96 2.62% -29.76 1441.92 9.64% 11.65% 12.07%
2014-01 +0.29% +3.90% 0.74% +1.08% 1.88 2.60% -35.08 1454.38 9.36% 11.80% 12.03%
2013-12 -0.20% +3.60% 0.85% +1.44% 1.85 3.07% -21.61 1486.05 9.81% 12.47% 14.49%
2013-11 +1.04% +3.81% 0.85% +1.44% 1.95 3.05% -43.07 1511.60 9.67% 11.86% 14.88%
2013-10 +1.02% +2.74% 0.85% +1.44% 1.86 3.06% -38.99 1539.77 9.50% 11.98% 14.79%
2013-09 +1.23% +1.70% 0.85% +0.36% 1.23 4.26% -25.64 1563.90 9.18% 11.53% 15.30%
2013-08 -0.42% +0.47% 0.85% +0.48% 0.99 4.54% -34.77 1571.33 9.37% 11.63% 16.07%
2013-07 +0.89% +0.89% 0.85% +0.60% 1.07 4.52% -27.62 1613.66 9.46% 11.58% 15.58%

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.