חודשים בטווח
124
מיטב פנסיה כללית לבני 60 ומעלה
נתונים היסטוריים מלאים עבור מיטב פנסיה כללית לבני 60 ומעלה, 124 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9973 | שם קרן: מיטב פנסיה כללית לבני 60 ומעלה | סיווג קרן: קרנות כלליות | חברה שולטת: מיטב דש השקעות בע"מ | חברה מנהלת: מיטב גמל ופנסיה בע"מ | אוכלוסיית יעד: — | התמחות: — | תת התמחות: —.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מיטב פנסיה כללית לבני 60 ומעלה ישירות למייל.
תשואה חודשית אחרונה
+1.45%
תשואה מצטברת מההתחלה
+66.43%
| 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% | +66.43% | 0.14% | +0.84% | 1.01 | 4.43% | -1.67 | 204.00 | 28.61% | 31.42% | 12.39% |
| 2026-04 | +2.70% | +64.05% | 0.14% | +0.60% | 0.95 | 4.43% | +0.75 | 202.72 | 28.10% | 32.35% | 12.72% |
| 2026-03 | -1.82% | +59.74% | 0.14% | +0.48% | 0.83 | 4.33% | +6.22 | 196.64 | 27.46% | 32.57% | 12.10% |
| 2026-02 | +0.53% | +62.70% | 0.14% | +0.60% | 1.11 | 4.19% | +5.89 | 193.96 | 27.00% | 32.09% | 12.85% |
| 2026-01 | +1.45% | +61.84% | 0.14% | +0.72% | 1.11 | 4.19% | +5.12 | 187.09 | 26.81% | 29.78% | 12.75% |
| 2025-12 | +0.82% | +59.53% | 0.16% | +0.72% | 1.05 | 4.19% | -7.23 | 179.39 | 27.17% | 30.76% | 12.93% |
| 2025-11 | +0.75% | +58.23% | 0.16% | +0.72% | 1.05 | 4.19% | +11.91 | 185.26 | 27.40% | 30.67% | 14.34% |
| 2025-10 | +1.19% | +57.05% | 0.16% | +0.72% | 1.07 | 4.33% | +3.36 | 172.00 | 26.58% | 31.59% | 14.87% |
| 2025-09 | +1.45% | +55.20% | 0.16% | +0.60% | 1.02 | 4.33% | +3.00 | 166.64 | 26.36% | 32.50% | 16.16% |
| 2025-08 | +1.12% | +52.99% | 0.16% | +0.48% | 0.89 | 4.40% | +4.06 | 161.30 | 26.04% | 33.43% | 13.37% |
| 2025-07 | +0.80% | +51.29% | 0.16% | +0.48% | 0.88 | 4.43% | -3.67 | 155.48 | 25.48% | 33.08% | 12.78% |
| 2025-06 | +2.46% | +50.09% | 0.16% | +0.48% | 0.88 | 4.43% | +2.07 | 157.92 | 25.39% | 32.93% | 13.03% |
| 2025-05 | +1.18% | +46.49% | 0.16% | +0.60% | 0.72 | 4.40% | +0.88 | 152.11 | 24.70% | 33.66% | 15.65% |
| 2025-04 | +0.64% | +44.78% | 0.16% | +0.60% | 0.69 | 4.36% | +8.05 | 149.49 | 24.04% | 32.20% | 14.70% |
| 2025-03 | -0.54% | +43.86% | 0.16% | +0.72% | 0.74 | 4.64% | +4.85 | 140.49 | 25.30% | 34.69% | 15.02% |
| 2025-02 | +0.30% | +44.64% | 0.16% | +0.48% | 0.59 | 5.61% | +3.33 | 136.41 | 24.38% | 32.30% | 14.04% |
| 2025-01 | +0.94% | +44.21% | 0.16% | +0.96% | 0.59 | 5.65% | -2.49 | 132.67 | 25.88% | 35.55% | 14.75% |
| 2024-12 | +0.73% | +42.86% | 0.20% | +0.84% | 0.56 | 5.65% | +3.69 | 133.89 | 26.09% | 33.66% | 15.42% |
| 2024-11 | +1.88% | +41.83% | 0.20% | +0.96% | 0.55 | 5.65% | +4.35 | 129.26 | 25.13% | 33.30% | 15.05% |
| 2024-10 | +0.11% | +39.21% | 0.20% | +0.84% | 0.47 | 5.58% | +0.18 | 122.60 | 24.70% | 33.32% | 16.41% |
| 2024-09 | +1.35% | +39.06% | 0.20% | +0.96% | 0.51 | 5.61% | +4.04 | 122.30 | 25.44% | 32.12% | 17.22% |
| 2024-08 | +1.09% | +37.21% | 0.20% | — | 0.42 | 5.58% | -2.28 | 116.66 | 25.66% | 32.95% | 17.50% |
| 2024-07 | +1.39% | +35.73% | 0.20% | +0.96% | 0.43 | 5.58% | +2.18 | 117.67 | 25.38% | 34.89% | 19.17% |
| 2024-06 | +0.90% | +33.87% | 0.20% | +0.96% | 0.38 | 5.58% | +2.28 | 113.93 | 24.86% | 33.74% | 20.15% |
| 2024-05 | +0.77% | +32.67% | 0.20% | +0.84% | 0.38 | 5.58% | +4.39 | 110.67 | 25.75% | 35.31% | 19.85% |
| 2024-04 | -1.16% | +31.66% | 0.20% | +0.72% | 0.35 | 5.58% | +2.43 | 105.47 | 24.90% | 35.34% | 18.74% |
| 2024-03 | +1.51% | +33.20% | 0.20% | +0.72% | 0.47 | 5.54% | +1.47 | 104.21 | 25.41% | 35.77% | 19.41% |
| 2024-02 | +0.99% | +31.22% | 0.20% | +0.72% | 0.41 | 5.51% | +7.15 | 101.20 | 22.93% | 32.15% | 17.92% |
| 2024-01 | +0.21% | +29.94% | 0.20% | +0.72% | 0.39 | 5.51% | +2.66 | 93.08 | 22.37% | 32.37% | 18.01% |
| 2023-12 | +2.11% | +29.66% | 0.29% | +0.60% | 0.43 | 5.54% | -0.72 | 90.22 | 23.08% | 32.97% | 18.26% |
| 2023-11 | +3.00% | +26.98% | 0.29% | +0.72% | 0.31 | 5.54% | +5.40 | 89.10 | 21.37% | 31.32% | 17.61% |
| 2023-10 | -1.76% | +23.28% | 0.29% | +0.60% | 0.15 | 5.40% | +1.07 | 81.23 | 21.73% | 35.06% | 17.05% |
| 2023-09 | -1.27% | +25.49% | 0.29% | +0.48% | 0.28 | 5.33% | +1.51 | 81.59 | 21.88% | 32.85% | 17.43% |
| 2023-08 | +0.08% | +27.11% | 0.29% | +0.48% | 0.40 | 5.30% | +2.00 | 81.11 | 22.88% | 33.52% | 18.37% |
| 2023-07 | +1.61% | +27.01% | 0.29% | +0.36% | 0.43 | 5.30% | -1.64 | 79.04 | 23.36% | 31.53% | 18.61% |
| 2023-06 | +1.13% | +24.99% | 0.29% | +0.36% | 0.37 | 5.27% | +1.22 | 79.44 | 22.65% | 29.77% | 18.18% |
| 2023-05 | +0.93% | +23.60% | 0.29% | +0.24% | 0.33 | 5.27% | +1.98 | 77.35 | 21.90% | 26.57% | 16.47% |
| 2023-04 | +1.15% | +22.46% | 0.29% | +0.24% | 0.29 | 5.27% | +0.45 | 74.67 | 22.46% | 26.32% | 16.54% |
| 2023-03 | +0.58% | +21.07% | 0.29% | +0.00% | 0.25 | 5.23% | +3.76 | 73.38 | 20.73% | 24.41% | 15.02% |
| 2023-02 | -1.71% | +20.37% | 0.29% | +0.12% | 0.23 | 5.23% | -1.47 | 69.21 | 23.22% | 26.54% | 17.92% |
| 2023-01 | +2.08% | +22.46% | 0.29% | +0.12% | 0.36 | 5.20% | +2.05 | 71.92 | 22.61% | 23.30% | 15.04% |
| 2022-12 | -1.34% | +19.97% | 0.43% | +0.12% | 0.27 | 5.13% | -0.52 | 68.45 | 22.47% | 22.75% | 12.91% |
| 2022-11 | +0.86% | +21.60% | 0.43% | +0.12% | 0.39 | 5.09% | -0.71 | 69.90 | 22.75% | 20.73% | 13.81% |
| 2022-10 | +1.46% | +20.56% | 0.43% | -0.12% | 0.36 | 5.06% | +1.89 | 70.02 | 22.51% | 19.37% | 13.00% |
| 2022-09 | -2.80% | +18.82% | 0.43% | -0.12% | 0.29 | 5.06% | +1.28 | 67.16 | 22.90% | 18.98% | 12.57% |
| 2022-08 | -1.04% | +22.25% | 0.43% | -0.12% | 0.52 | 4.85% | -0.77 | 67.80 | 24.50% | 19.23% | 12.70% |
| 2022-07 | +2.33% | +23.53% | 0.43% | -0.12% | 0.61 | 4.82% | +2.26 | 69.29 | 23.61% | 18.98% | 13.03% |
| 2022-06 | -1.33% | +20.72% | 0.43% | -0.24% | 0.49 | 4.75% | +1.60 | 65.48 | 24.37% | 21.50% | 13.47% |
| 2022-05 | -1.99% | +22.35% | 0.43% | +0.00% | 0.59 | 4.71% | +1.57 | 64.72 | 24.44% | 21.89% | 13.40% |
| 2022-04 | -1.11% | +24.83% | 0.43% | -0.24% | 0.78 | 4.57% | +2.65 | 64.40 | 25.14% | 20.37% | 13.17% |
| 2022-03 | +0.71% | +26.23% | 0.43% | -0.12% | 0.90 | 4.54% | -0.62 | 62.46 | 26.58% | 21.28% | 14.81% |
| 2022-02 | -0.88% | +25.34% | 0.43% | -0.36% | 0.86 | 4.54% | +0.99 | 62.64 | 25.59% | 18.77% | 14.43% |
| 2022-01 | -1.80% | +26.45% | 0.43% | -0.36% | 0.94 | 4.50% | +6.59 | 62.19 | 25.60% | 18.35% | 12.98% |
| 2021-12 | +0.86% | +28.77% | 0.50% | -0.24% | 1.12 | 4.40% | +3.45 | 56.65 | 26.69% | 19.28% | 12.41% |
| 2021-11 | +0.51% | +27.67% | 0.50% | -0.24% | 1.08 | 4.40% | +9.55 | 52.73 | 25.98% | 20.05% | 11.23% |
| 2021-10 | +1.34% | +27.03% | 0.50% | -0.24% | 1.04 | 4.40% | +0.93 | 43.03 | 26.12% | 21.08% | 12.34% |
| 2021-09 | -0.26% | +25.35% | 0.50% | -0.24% | 0.96 | 4.40% | +1.80 | 41.54 | 26.24% | 22.48% | 13.72% |
| 2021-08 | +1.02% | +25.67% | 0.50% | -0.24% | 0.98 | 4.40% | +3.53 | 39.85 | 26.15% | 22.13% | 13.15% |
| 2021-07 | +0.43% | +24.41% | 0.50% | -0.12% | 0.91 | 4.40% | +1.12 | 35.93 | 26.22% | 22.35% | 13.53% |
| 2021-06 | +0.63% | +23.87% | 0.50% | -0.24% | 0.91 | 4.40% | +1.60 | 34.67 | 26.39% | 23.88% | 13.67% |
| 2021-05 | +0.66% | +23.10% | 0.50% | -0.24% | 0.88 | 4.40% | +0.54 | 32.86 | 26.81% | 24.35% | 11.99% |
| 2021-04 | +1.20% | +22.29% | 0.50% | -0.24% | 0.84 | 4.40% | -0.20 | 32.10 | 26.95% | 25.39% | 13.74% |
| 2021-03 | +0.94% | +20.84% | 0.50% | -0.48% | 0.78 | 4.40% | +1.56 | 31.92 | 25.69% | 23.90% | 13.97% |
| 2021-02 | +0.22% | +19.71% | 0.50% | -0.36% | 0.73 | 4.40% | +0.61 | 30.07 | 23.41% | 22.25% | 13.50% |
| 2021-01 | +0.90% | +19.45% | 0.50% | -0.24% | 0.75 | 4.43% | -1.44 | 29.40 | 23.33% | 22.62% | 14.05% |
| 2020-12 | +0.96% | +18.39% | 0.53% | — | — | — | +0.48 | 30.54 | 22.50% | 21.05% | 12.18% |
| 2020-11 | +2.98% | +17.26% | 0.53% | — | — | — | +2.52 | 29.87 | 22.50% | 22.46% | 12.65% |
| 2020-10 | -0.02% | +13.87% | 0.53% | — | — | — | +0.87 | 26.51 | 20.29% | 20.14% | 11.88% |
| 2020-09 | -1.47% | +13.89% | 0.53% | — | — | — | +0.41 | 25.65 | 21.21% | 21.87% | 12.32% |
| 2020-08 | +1.76% | +15.59% | 0.53% | — | — | — | +2.05 | 25.62 | 20.65% | 20.53% | 10.69% |
| 2020-07 | +1.56% | +13.59% | 0.53% | — | — | — | +1.78 | 23.16 | 19.91% | 19.00% | 11.27% |
| 2020-06 | -0.70% | +11.85% | 0.53% | — | — | — | +0.39 | 21.05 | 19.10% | 18.19% | 11.35% |
| 2020-05 | +1.05% | +12.63% | 0.53% | — | — | — | +0.89 | 20.80 | 19.42% | 17.93% | 12.16% |
| 2020-04 | +3.79% | +11.46% | 0.53% | — | — | — | +0.41 | 19.70 | 19.19% | 17.01% | 9.90% |
| 2020-03 | -6.70% | +7.39% | 0.53% | — | — | — | +1.50 | 18.60 | 18.44% | 16.61% | 8.55% |
| 2020-02 | -0.66% | +15.11% | 0.53% | — | — | — | +1.24 | 18.28 | 18.33% | 17.83% | 10.28% |
| 2020-01 | +0.45% | +15.87% | 0.53% | — | — | — | -0.07 | 17.17 | 19.04% | 18.64% | 10.95% |
| 2019-12 | +0.49% | +15.35% | 0.57% | — | — | — | +0.66 | 17.17 | 19.39% | 18.70% | 11.01% |
| 2019-11 | +0.55% | +14.79% | 0.57% | — | — | — | +0.80 | 16.42 | 19.37% | 18.51% | 11.75% |
| 2019-10 | +0.91% | +14.16% | 0.57% | — | — | — | -0.29 | 15.54 | 16.15% | 17.12% | 10.81% |
| 2019-09 | +0.92% | +13.13% | 0.57% | — | — | — | -0.52 | 15.69 | 15.93% | 16.63% | 11.98% |
| 2019-08 | +0.18% | +12.10% | 0.57% | — | — | — | +1.37 | 16.07 | 15.00% | 15.87% | 11.14% |
| 2019-07 | +0.96% | +11.90% | 0.57% | — | — | — | +1.88 | 14.66 | 13.03% | 14.19% | 9.14% |
| 2019-06 | +1.23% | +10.83% | 0.57% | — | — | — | -0.59 | 12.66 | 15.09% | 15.80% | 11.77% |
| 2019-05 | -0.39% | +9.49% | 0.57% | — | — | — | +0.67 | 13.09 | 13.60% | 15.05% | 11.00% |
| 2019-04 | +0.78% | +9.92% | 0.57% | — | — | — | +1.19 | 12.46 | 14.69% | 15.57% | 11.40% |
| 2019-03 | +0.67% | +9.07% | 0.57% | — | — | — | +0.26 | 11.18 | 14.85% | 16.46% | 12.43% |
| 2019-02 | +0.78% | +8.34% | 0.57% | — | — | — | +0.04 | 10.84 | 15.22% | 17.25% | 12.64% |
| 2019-01 | +1.57% | +7.50% | 0.57% | — | — | — | -2.71 | 10.72 | 15.39% | 18.38% | 15.21% |
| 2018-12 | -1.31% | +5.84% | 0.54% | — | — | — | +1.06 | 13.25 | 15.32% | 15.25% | 12.98% |
| 2018-11 | -0.03% | +7.24% | 0.54% | — | — | — | +1.37 | 12.35 | 15.55% | 16.19% | 12.96% |
| 2018-10 | -0.96% | +7.28% | 0.54% | — | — | — | +0.73 | 10.99 | 15.01% | 15.38% | 13.10% |
| 2018-09 | -0.07% | +8.32% | 0.54% | — | — | — | -0.01 | 10.37 | 16.10% | 16.10% | 13.21% |
| 2018-08 | +0.62% | +8.39% | 0.54% | — | — | — | +1.07 | 10.39 | 15.88% | 15.69% | 12.80% |
| 2018-07 | +0.82% | +7.72% | 0.54% | — | — | — | +0.60 | 9.25 | 15.68% | 16.22% | 13.19% |
| 2018-06 | +0.05% | +6.85% | 0.54% | — | — | — | +0.16 | 8.58 | 15.97% | 16.78% | 12.94% |
| 2018-05 | -0.02% | +6.79% | 0.54% | — | — | — | +0.29 | 8.41 | 16.17% | 17.12% | 12.72% |
| 2018-04 | +0.52% | +6.82% | 0.54% | — | — | — | +0.37 | 8.12 | 15.64% | 16.63% | 12.93% |
| 2018-03 | -0.36% | +6.26% | 0.54% | — | — | — | +0.17 | 7.71 | 15.56% | 16.73% | 11.80% |
| 2018-02 | -0.76% | +6.65% | 0.54% | — | — | — | +0.49 | 7.57 | 16.25% | 16.64% | 11.76% |
| 2018-01 | +0.81% | +7.46% | 0.54% | — | — | — | +0.48 | 7.13 | 16.13% | 16.55% | 12.20% |
| 2017-12 | +0.46% | +6.60% | 0.49% | — | — | — | +0.19 | 6.60 | 15.91% | 15.91% | 10.91% |
| 2017-11 | +0.48% | +6.11% | 0.49% | — | — | — | +0.28 | 6.15 | 16.10% | 16.59% | 11.71% |
| 2017-10 | +0.63% | +5.61% | 0.49% | — | — | — | +0.52 | 6.06 | 16.34% | 17.82% | 11.39% |
| 2017-09 | +0.03% | +4.94% | 0.49% | — | — | — | +0.06 | 5.74 | 15.51% | 17.07% | 11.32% |
| 2017-08 | +0.33% | +4.91% | 0.49% | — | — | — | +0.32 | 5.67 | 15.70% | 17.11% | 11.99% |
| 2017-07 | +0.89% | +4.57% | 0.49% | — | — | — | +0.19 | 5.34 | 16.10% | 17.23% | 11.24% |
| 2017-06 | -0.50% | +3.65% | 0.49% | — | — | — | -0.51 | 5.10 | 17.06% | 17.45% | 11.18% |
| 2017-05 | +0.75% | +4.17% | 0.49% | — | — | — | +0.31 | 5.64 | 15.78% | 16.13% | 10.46% |
| 2017-04 | +0.78% | +3.39% | 0.49% | — | — | — | +0.20 | 5.29 | 15.88% | 16.45% | 13.61% |
| 2017-03 | +0.09% | +2.59% | 0.49% | — | — | — | -0.17 | 5.16 | 15.89% | 16.47% | 11.43% |
| 2017-02 | +0.13% | +2.50% | 0.49% | — | — | — | +0.29 | 5.22 | 15.52% | 15.13% | 10.92% |
| 2017-01 | -0.22% | +2.37% | 0.49% | — | — | — | -0.26 | 4.93 | 16.02% | 19.47% | 15.82% |
| 2016-12 | +0.42% | +2.59% | 0.51% | — | — | — | -0.04 | 4.72 | 16.10% | 14.62% | 10.81% |
| 2016-11 | -0.27% | +2.16% | 0.51% | — | — | — | -0.02 | 4.74 | 16.24% | 14.56% | 10.76% |
| 2016-10 | -0.11% | +2.44% | 0.51% | — | — | — | +0.00 | 4.77 | 15.72% | 14.26% | 10.27% |
| 2016-09 | -0.47% | +2.55% | 0.51% | — | — | — | -0.19 | 4.67 | 16.27% | 14.99% | 11.13% |
| 2016-08 | -0.33% | +3.04% | 0.51% | — | — | — | -0.11 | 4.88 | 15.98% | 14.55% | 10.86% |
| 2016-07 | +0.95% | +3.38% | 0.51% | — | — | — | +0.34 | 5.01 | 14.97% | 15.97% | 11.98% |
| 2016-06 | +0.17% | +2.40% | 0.51% | — | — | — | +1.17 | 4.63 | 15.12% | 13.17% | 8.64% |
| 2016-05 | -0.28% | +2.23% | 0.51% | — | — | — | — | 3.46 | — | — | — |
| 2016-04 | +0.55% | +2.52% | 0.51% | — | — | — | — | 1.68 | — | — | — |
| 2016-03 | +0.43% | +1.96% | 0.51% | — | — | — | — | 0.20 | — | — | — |
| 2016-02 | +1.52% | +1.52% | 0.51% | — | — | — | — | 0.20 | — | — | — |
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.