חודשים בטווח
113
נתונים היסטוריים · קופות גמל להשקעה
מיטב גמל להשקעה מניות
נתונים היסטוריים מלאים עבור מיטב גמל להשקעה מניות, 113 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7860 | שם קרן: מיטב גמל להשקעה מניות | סיווג קרן: קופת גמל להשקעה | חברה שולטת: מיטב דש השקעות בע"מ | חברה מנהלת: מיטב גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מתמחים בניהול אקטיבי | תת התמחות: מניות.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מיטב גמל להשקעה מניות ישירות למייל.
תשואה חודשית אחרונה
+3.34%
תשואה מצטברת מההתחלה
+188.84%
| 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 | +3.34% | +188.84% | 0.59% | +0.00% | 1.21 | 11.64% | +85.65 | 1882.55 | 98.12% | 67.75% | 23.40% |
| 2026-04 | +8.10% | +179.50% | 0.59% | -1.20% | 1.15 | 11.60% | +81.01 | 1739.10 | 97.28% | 70.14% | 24.75% |
| 2026-03 | -4.85% | +158.56% | 0.59% | -1.44% | 1.02 | 11.23% | +101.19 | 1533.55 | 96.70% | 71.28% | 22.69% |
| 2026-02 | +1.10% | +171.74% | 0.59% | -1.32% | 1.29 | 10.92% | +86.08 | 1509.23 | 97.39% | 73.40% | 25.10% |
| 2026-01 | +4.34% | +168.78% | 0.59% | -0.84% | 1.30 | 10.93% | +112.28 | 1408.31 | 96.90% | 67.31% | 24.64% |
| 2025-12 | +2.12% | +157.60% | 0.58% | -1.08% | 1.20 | 10.83% | +112.49 | 1242.38 | 96.67% | 68.82% | 24.24% |
| 2025-11 | +1.42% | +152.25% | 0.58% | -0.72% | 1.19 | 10.93% | +55.24 | 1106.47 | 97.57% | 68.22% | 24.11% |
| 2025-10 | +2.50% | +148.72% | 0.58% | -0.60% | 1.22 | 11.58% | +42.01 | 1036.43 | 97.94% | 69.91% | 26.36% |
| 2025-09 | +3.55% | +142.66% | 0.58% | -0.84% | 1.18 | 11.56% | +37.74 | 970.24 | 95.15% | 67.89% | 27.31% |
| 2025-08 | +1.31% | +134.34% | 0.58% | -0.84% | 1.05 | 11.69% | +34.63 | 900.23 | 95.33% | 68.90% | 24.91% |
| 2025-07 | +2.36% | +131.31% | 0.58% | -0.72% | 1.08 | 11.84% | +44.48 | 854.59 | 95.55% | 68.70% | 24.41% |
| 2025-06 | +5.73% | +125.97% | 0.58% | -0.96% | 1.07 | 11.98% | +26.85 | 791.60 | 94.01% | 67.58% | 24.57% |
| 2025-05 | +5.33% | +113.73% | 0.58% | +0.36% | 0.93 | 11.82% | +13.59 | 722.95 | 95.15% | 70.24% | 30.31% |
| 2025-04 | +0.96% | +102.91% | 0.58% | +0.48% | 0.83 | 11.69% | +6.63 | 673.71 | 95.67% | 70.57% | 28.20% |
| 2025-03 | -2.86% | +100.98% | 0.58% | +0.96% | 0.89 | 12.37% | +16.56 | 661.02 | 97.20% | 74.20% | 27.29% |
| 2025-02 | -0.91% | +106.90% | 0.58% | +0.12% | 0.76 | 14.83% | +16.37 | 664.16 | 96.98% | 71.40% | 27.06% |
| 2025-01 | +2.53% | +108.80% | 0.58% | +0.60% | 0.74 | 15.16% | +22.15 | 654.36 | 96.88% | 72.06% | 26.67% |
| 2024-12 | +1.09% | +103.65% | 0.54% | +0.36% | 0.70 | 15.15% | +20.27 | 616.82 | 96.78% | 71.40% | 29.28% |
| 2024-11 | +3.78% | +101.45% | 0.54% | +0.60% | 0.69 | 15.15% | +2.22 | 590.47 | 97.43% | 77.89% | 30.56% |
| 2024-10 | +0.45% | +94.11% | 0.54% | +0.48% | 0.63 | 15.10% | +1.45 | 567.08 | 96.71% | 79.63% | 32.00% |
| 2024-09 | +2.86% | +93.24% | 0.54% | +0.36% | 0.66 | 15.12% | +0.81 | 563.35 | 98.27% | 80.81% | 34.01% |
| 2024-08 | +1.18% | +87.87% | 0.54% | — | 0.60 | 15.12% | -5.38 | 547.14 | 97.83% | 79.86% | 33.34% |
| 2024-07 | +1.57% | +85.68% | 0.54% | +0.60% | 0.59 | 15.18% | -4.33 | 546.58 | 99.74% | 83.84% | 34.11% |
| 2024-06 | +2.03% | +82.81% | 0.54% | +0.96% | 0.57 | 15.18% | -2.58 | 542.71 | 98.33% | 82.93% | 35.76% |
| 2024-05 | +2.44% | +79.17% | 0.54% | +0.48% | 0.56 | 15.22% | +5.00 | 534.68 | 97.54% | 82.44% | 33.60% |
| 2024-04 | -2.90% | +74.91% | 0.54% | +0.12% | 0.49 | 15.32% | +4.44 | 517.30 | 98.20% | 72.42% | 31.77% |
| 2024-03 | +3.46% | +80.13% | 0.54% | +0.00% | 0.61 | 15.28% | +6.10 | 528.41 | 97.23% | 81.29% | 33.67% |
| 2024-02 | +4.03% | +74.11% | 0.54% | +0.00% | 0.54 | 15.24% | +8.14 | 504.96 | 95.56% | 79.23% | 33.35% |
| 2024-01 | +0.33% | +67.36% | 0.54% | +0.24% | 0.48 | 15.18% | +14.11 | 477.70 | 94.23% | 78.92% | 34.27% |
| 2023-12 | +4.26% | +66.81% | 0.52% | +0.00% | 0.52 | 15.33% | +12.53 | 462.32 | 95.27% | 79.74% | 33.89% |
| 2023-11 | +6.15% | +59.99% | 0.52% | +0.24% | 0.38 | 15.67% | +4.32 | 431.49 | 94.81% | 81.11% | 34.56% |
| 2023-10 | -4.48% | +50.72% | 0.52% | +0.00% | 0.27 | 15.47% | +3.48 | 402.52 | 97.19% | 86.37% | 31.27% |
| 2023-09 | -2.29% | +57.79% | 0.52% | -0.84% | 0.36 | 15.49% | +4.51 | 418.01 | 94.09% | 80.90% | 31.86% |
| 2023-08 | -1.54% | +61.49% | 0.52% | -0.96% | 0.43 | 15.44% | -3.92 | 423.42 | 96.89% | 84.26% | 33.62% |
| 2023-07 | +5.11% | +64.02% | 0.52% | -0.72% | 0.50 | 15.44% | -2.41 | 434.29 | 97.05% | 83.52% | 36.03% |
| 2023-06 | +3.53% | +56.04% | 0.52% | -0.84% | 0.42 | 15.33% | -1.16 | 415.74 | 97.17% | 82.60% | 34.20% |
| 2023-05 | +0.65% | +50.72% | 0.52% | -1.32% | 0.34 | 15.29% | +2.46 | 402.92 | 96.32% | 79.08% | 31.58% |
| 2023-04 | +2.50% | +49.75% | 0.52% | -1.44% | 0.35 | 15.29% | -2.04 | 398.05 | 94.40% | 78.40% | 31.04% |
| 2023-03 | +0.00% | +46.10% | 0.52% | -1.68% | 0.31 | 15.28% | -3.38 | 390.53 | 93.32% | 78.72% | 27.04% |
| 2023-02 | -2.08% | +46.10% | 0.52% | -1.44% | 0.31 | 15.33% | -2.60 | 394.02 | 95.78% | 79.82% | 32.09% |
| 2023-01 | +4.28% | +49.20% | 0.52% | -1.44% | 0.35 | 15.35% | +4.25 | 405.16 | 95.28% | 78.00% | 30.83% |
| 2022-12 | -4.36% | +43.08% | 0.48% | -1.44% | 0.29 | 15.32% | +9.83 | 384.59 | 93.89% | 74.75% | 23.76% |
| 2022-11 | +2.02% | +49.60% | 0.48% | -1.08% | 0.42 | 15.17% | +5.20 | 392.12 | 92.55% | 72.39% | 24.91% |
| 2022-10 | +4.57% | +46.64% | 0.48% | -1.80% | 0.39 | 15.16% | +3.42 | 379.44 | 92.78% | 72.09% | 25.12% |
| 2022-09 | -7.92% | +40.23% | 0.48% | -1.68% | 0.31 | 15.06% | +4.09 | 359.68 | 95.48% | 73.10% | 21.14% |
| 2022-08 | -1.66% | +52.29% | 0.48% | -1.44% | 0.53 | 14.57% | +10.85 | 386.60 | 96.07% | 70.78% | 22.14% |
| 2022-07 | +6.85% | +54.86% | 0.48% | -1.68% | 0.57 | 14.54% | +7.24 | 382.56 | 95.67% | 73.75% | 28.42% |
| 2022-06 | -6.13% | +44.93% | 0.48% | -2.04% | 0.45 | 14.28% | +6.74 | 351.16 | 98.96% | 77.41% | 26.43% |
| 2022-05 | -3.86% | +54.40% | 0.48% | -1.20% | 0.62 | 13.96% | +7.40 | 367.22 | 96.76% | 75.92% | 26.23% |
| 2022-04 | -3.35% | +60.60% | 0.48% | -1.56% | 0.75 | 13.82% | +10.94 | 374.34 | 97.91% | 61.02% | 22.54% |
| 2022-03 | +1.54% | +66.16% | 0.48% | -1.20% | 0.86 | 13.69% | +13.75 | 376.40 | 96.15% | 61.37% | 25.68% |
| 2022-02 | -0.57% | +63.64% | 0.48% | -1.32% | 0.83 | 13.69% | +18.16 | 356.95 | 97.87% | 61.33% | 24.71% |
| 2022-01 | -3.76% | +64.58% | 0.48% | -1.08% | 0.87 | 13.68% | +51.53 | 341.05 | 95.03% | 60.60% | 24.16% |
| 2021-12 | +2.85% | +71.01% | 0.50% | -0.24% | 0.98 | 13.53% | +46.47 | 302.01 | 95.46% | 62.00% | 24.74% |
| 2021-11 | -0.27% | +66.27% | 0.50% | — | — | — | +29.59 | 247.88 | 96.75% | 65.01% | 18.08% |
| 2021-10 | +5.34% | +66.72% | 0.50% | — | — | — | +16.46 | 219.48 | 96.15% | 64.48% | 27.77% |
| 2021-09 | -1.58% | +58.27% | 0.50% | — | — | — | +13.73 | 192.48 | 94.73% | 65.65% | 24.50% |
| 2021-08 | +2.23% | +60.81% | 0.50% | — | — | — | +14.62 | 181.87 | 97.72% | 69.15% | 30.58% |
| 2021-07 | +0.58% | +57.30% | 0.50% | — | — | — | +10.07 | 163.46 | 95.63% | 67.39% | 30.30% |
| 2021-06 | +1.01% | +56.40% | 0.50% | — | — | — | +8.93 | 152.52 | 97.56% | 68.86% | 29.98% |
| 2021-05 | +1.57% | +54.83% | 0.50% | — | — | — | +9.50 | 142.16 | 95.96% | 66.62% | 30.02% |
| 2021-04 | +3.93% | +52.44% | 0.50% | — | — | — | +3.92 | 130.50 | 97.13% | 67.93% | 31.93% |
| 2021-03 | +2.13% | +46.68% | 0.50% | — | — | — | +5.65 | 121.82 | 98.62% | 67.73% | 31.30% |
| 2021-02 | +1.89% | +43.62% | 0.50% | — | — | — | +3.65 | 113.73 | 98.85% | 67.19% | 29.53% |
| 2021-01 | +1.00% | +40.95% | 0.50% | — | — | — | +8.23 | 108.17 | 99.14% | 68.52% | 29.17% |
| 2020-12 | +4.50% | +39.56% | 0.50% | — | — | — | +6.48 | 99.08 | 92.67% | 61.88% | 26.34% |
| 2020-11 | +9.68% | +33.55% | 0.50% | — | — | — | +1.68 | 88.57 | 93.77% | 60.58% | 26.31% |
| 2020-10 | +1.00% | +21.76% | 0.50% | — | — | — | +0.73 | 79.24 | 97.01% | 59.19% | 20.44% |
| 2020-09 | -3.34% | +20.56% | 0.50% | — | — | — | -1.82 | 77.79 | 99.65% | 63.11% | 29.31% |
| 2020-08 | +5.28% | +24.72% | 0.50% | — | — | — | +0.50 | 82.37 | 96.18% | 60.94% | 30.31% |
| 2020-07 | +5.34% | +18.47% | 0.50% | — | — | — | -0.49 | 77.82 | 95.85% | 60.52% | 28.81% |
| 2020-06 | -0.48% | +12.46% | 0.50% | — | — | — | +0.91 | 74.38 | 94.30% | 59.25% | 26.58% |
| 2020-05 | +2.64% | +13.00% | 0.50% | — | — | — | +3.23 | 73.91 | 95.05% | 59.48% | 27.45% |
| 2020-04 | +10.12% | +10.10% | 0.50% | — | — | — | +3.17 | 68.80 | 94.29% | 55.36% | 22.08% |
| 2020-03 | -17.45% | -0.02% | 0.50% | — | — | — | -2.95 | 59.38 | 96.83% | 54.45% | 20.78% |
| 2020-02 | -6.35% | +21.11% | 0.50% | — | — | — | +0.81 | 75.21 | 94.92% | 54.51% | 20.62% |
| 2020-01 | +0.44% | +29.33% | 0.50% | — | — | — | +5.87 | 79.58 | 89.77% | 53.48% | 22.62% |
| 2019-12 | +1.25% | +28.76% | 0.49% | — | — | — | +7.00 | 73.46 | 88.03% | 49.74% | 21.62% |
| 2019-11 | +2.31% | +27.17% | 0.49% | — | — | — | +3.20 | 65.62 | 93.65% | 50.85% | 25.59% |
| 2019-10 | +2.33% | +24.30% | 0.49% | — | — | — | +1.09 | 61.00 | 100.10% | 54.34% | 27.46% |
| 2019-09 | +3.09% | +21.47% | 0.49% | — | — | — | +0.41 | 58.57 | 101.47% | 53.87% | 24.82% |
| 2019-08 | -2.06% | +17.83% | 0.49% | — | — | — | +1.89 | 56.40 | 101.31% | 54.02% | 23.51% |
| 2019-07 | +0.79% | +20.30% | 0.49% | — | — | — | +1.05 | 55.67 | 96.14% | 48.73% | 23.73% |
| 2019-06 | +3.67% | +19.36% | 0.49% | — | — | — | +2.50 | 54.22 | 95.59% | 49.11% | 24.88% |
| 2019-05 | -3.50% | +15.14% | 0.49% | — | — | — | +1.72 | 49.87 | 94.20% | 48.45% | 24.16% |
| 2019-04 | +3.47% | +19.31% | 0.49% | — | — | — | +2.06 | 49.94 | 93.35% | 49.12% | 27.81% |
| 2019-03 | +0.26% | +15.31% | 0.49% | — | — | — | +1.59 | 46.27 | 95.83% | 49.73% | 31.32% |
| 2019-02 | +2.04% | +15.01% | 0.49% | — | — | — | +2.51 | 44.57 | 93.47% | 49.41% | 28.88% |
| 2019-01 | +5.57% | +12.71% | 0.49% | — | — | — | +3.89 | 41.23 | 92.26% | 45.86% | 29.01% |
| 2018-12 | -7.24% | +6.77% | 0.48% | — | — | — | +4.31 | 35.27 | 89.85% | 45.65% | 25.66% |
| 2018-11 | +1.56% | +15.10% | 0.48% | — | — | — | +1.75 | 33.45 | 93.18% | 47.59% | 30.85% |
| 2018-10 | -4.74% | +13.33% | 0.48% | — | — | — | +0.93 | 31.22 | 93.40% | 47.15% | 25.88% |
| 2018-09 | +0.00% | +18.97% | 0.48% | — | — | — | +0.92 | 31.82 | 95.13% | 49.78% | 28.35% |
| 2018-08 | +2.90% | +18.97% | 0.48% | — | — | — | +1.55 | 30.90 | 94.89% | 49.03% | 27.44% |
| 2018-07 | +2.69% | +15.62% | 0.48% | — | — | — | +1.66 | 28.50 | 96.53% | 50.77% | 28.07% |
| 2018-06 | -0.69% | +12.59% | 0.48% | — | — | — | +1.54 | 26.14 | 95.41% | 49.04% | 22.88% |
| 2018-05 | +1.09% | +13.37% | 0.48% | — | — | — | +0.87 | 24.80 | 96.98% | 49.44% | 21.69% |
| 2018-04 | +1.79% | +12.15% | 0.48% | — | — | — | +0.87 | 23.69 | 99.66% | 52.43% | 23.64% |
| 2018-03 | -2.22% | +10.18% | 0.48% | — | — | — | +1.14 | 22.42 | 96.61% | 50.71% | 21.94% |
| 2018-02 | -2.64% | +12.68% | 0.48% | — | — | — | +1.43 | 21.81 | 95.28% | 50.02% | 21.27% |
| 2018-01 | +3.79% | +15.73% | 0.48% | — | — | — | +3.19 | 20.92 | 92.88% | 46.46% | 19.74% |
| 2017-12 | +1.78% | +11.51% | — | — | — | — | +5.00 | 17.06 | 83.65% | 44.84% | 21.16% |
| 2017-11 | +1.15% | +9.56% | — | — | — | — | +1.52 | 11.83 | 91.04% | 47.00% | 19.95% |
| 2017-10 | +1.83% | +8.31% | — | — | — | — | +0.51 | 10.18 | 99.80% | 55.21% | 25.44% |
| 2017-09 | +1.45% | +6.36% | — | — | — | — | +0.77 | 9.50 | 95.37% | 50.95% | 24.00% |
| 2017-08 | -0.69% | +4.84% | — | — | — | — | +0.80 | 8.60 | 93.14% | 49.42% | 32.44% |
| 2017-07 | +1.78% | +5.57% | — | — | — | — | +0.43 | 7.86 | 96.95% | 51.15% | 32.57% |
| 2017-06 | -0.82% | +3.73% | — | — | — | — | +0.39 | 7.29 | 95.47% | 49.66% | 22.91% |
| 2017-05 | +2.27% | +4.58% | — | — | — | — | +0.60 | 6.97 | 96.70% | 53.66% | 19.80% |
| 2017-04 | +1.37% | +2.26% | — | — | — | — | +0.70 | 6.23 | 97.59% | 54.41% | 24.08% |
| 2017-03 | +0.05% | +0.88% | — | — | — | — | +0.65 | 5.45 | 97.06% | 54.13% | 22.02% |
| 2017-02 | +1.48% | +0.83% | — | — | — | — | +0.57 | 4.80 | 96.88% | 53.96% | 18.12% |
| 2017-01 | -0.64% | -0.64% | — | — | — | — | +0.89 | 4.16 | 95.91% | 53.37% | 33.89% |
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.