נתונים היסטוריים · פנסיה

מיטב פנסיה מקיפה הלכה

נתונים היסטוריים מלאים עבור מיטב פנסיה מקיפה הלכה, 158 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2156 | שם קרן: מיטב פנסיה מקיפה הלכה | סיווג קרן: קרנות חדשות | 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 מדדים
חודשים בטווח 158
תשואה חודשית אחרונה +2.25%
תשואה מצטברת מההתחלה +134.39%
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 +2.25% +134.39% 0.11% +2.04% 1.31 5.75% -4.93 1443.43 46.02% 33.00% 13.36%
2026-04 +3.94% +129.23% 0.11% +1.32% 1.23 5.72% -1.84 1416.41 47.53% 33.59% 14.76%
2026-03 -2.20% +120.54% 0.11% +1.20% 1.10 5.54% +6.67 1364.42 47.14% 34.80% 16.25%
2026-02 +0.62% +125.51% 0.11% +1.32% 1.40 5.40% -1.21 1388.42 47.76% 35.07% 16.42%
2026-01 +2.25% +124.12% 0.11% +1.56% 1.40 5.40% -2.44 1381.06 47.46% 34.78% 16.36%
2025-12 +0.72% +119.18% 0.11% +1.44% 1.32 5.37% -4.69 1353.02 47.48% 35.74% 17.10%
2025-11 +0.93% +117.62% 0.11% +1.44% 1.33 5.37% +2.78 1347.92 46.57% 29.91% 16.10%
2025-10 +1.39% +115.61% 0.11% +1.56% 1.36 5.54% -0.27 1332.69 46.43% 35.53% 17.01%
2025-09 +2.30% +112.66% 0.11% +1.44% 1.30 5.58% +9.29 1314.66 46.51% 36.04% 18.89%
2025-08 +0.90% +107.88% 0.11% +1.32% 1.15 5.61% -1.14 1275.89 45.88% 35.87% 16.23%
2025-07 +1.10% +106.02% 0.11% +1.32% 1.16 5.65% +0.99 1265.63 45.88% 35.80% 16.11%
2025-06 +3.16% +103.78% 0.11% +1.20% 1.15 5.68% +2.99 1250.89 45.66% 35.74% 16.51%
2025-05 +2.56% +97.54% 0.11% +1.56% 1.02 5.58% +4.73 1209.63 45.23% 36.99% 14.36%
2025-04 +0.95% +92.61% 0.11% +1.56% 0.93 5.51% +10.90 1174.88 44.68% 37.50% 15.14%
2025-03 -1.26% +90.79% 0.11% +1.68% 0.96 5.79% +5.30 1152.76 45.22% 39.03% 16.03%
2025-02 -0.16% +93.23% 0.11% +1.80% 0.86 6.72% +1.47 1162.21 45.37% 38.38% 16.29%
2025-01 +1.35% +93.54% 0.11% +2.28% 0.87 6.79% -3.58 1162.67 45.85% 39.31% 16.08%
2024-12 +0.52% +90.96% 0.10% +2.04% 0.83 6.79% -8.92 1150.67 45.63% 36.92% 16.80%
2024-11 +1.84% +89.97% 0.10% +2.16% 0.84 6.79% -2.50 1153.55 44.96% 37.30% 16.77%
2024-10 +0.13% +86.54% 0.10% +2.28% 0.79 6.75% -0.98 1135.18 45.27% 38.32% 18.29%
2024-09 +1.88% +86.30% 0.10% +2.28% 0.83 6.79% +14.41 1134.67 45.35% 37.85% 18.47%
2024-08 +0.93% +82.86% 0.10% 0.75 6.75% +3.00 1099.22 45.13% 38.87% 18.81%
2024-07 +1.01% +81.18% 0.10% +2.40% 0.75 6.75% +5.25 1086.03 45.63% 40.90% 19.48%
2024-06 +1.35% +79.36% 0.10% +2.52% 0.74 6.75% -0.03 1070.01 44.27% 37.38% 20.39%
2024-05 +1.55% +76.97% 0.10% +2.28% 0.72 6.79% +4.77 1055.76 43.84% 37.57% 19.45%
2024-04 -1.33% +74.27% 0.10% +2.04% 0.64 6.82% +9.52 1035.00 43.48% 37.42% 19.28%
2024-03 +2.01% +76.62% 0.10% +2.04% 0.78 6.79% -2.75 1039.26 44.50% 38.04% 19.61%
2024-02 +2.10% +73.14% 0.10% +2.04% 0.71 6.75% +0.01 1021.36 43.06% 33.46% 18.76%
2024-01 +0.27% +69.58% 0.10% +1.92% 0.64 6.72% +6.35 1000.34 42.29% 38.76% 19.24%
2023-12 +1.93% +69.12% 0.10% +1.80% 0.68 6.75% +7.32 991.29 42.44% 38.69% 19.46%
2023-11 +3.18% +65.92% 0.10% +1.92% 0.56 6.89% +3.30 965.28 41.05% 38.39% 20.03%
2023-10 -1.86% +60.81% 0.10% +1.80% 0.45 6.75% +9.79 932.25 41.30% 41.57% 17.38%
2023-09 -1.46% +63.86% 0.10% +1.56% 0.55 6.75% +3.42 940.08 41.75% 38.73% 17.33%
2023-08 -0.12% +66.28% 0.10% +1.56% 0.67 6.72% +6.53 950.59 42.43% 39.16% 18.52%
2023-07 +2.29% +66.48% 0.10% +1.44% 0.72 6.72% +6.72 945.13 42.72% 38.33% 18.79%
2023-06 +1.79% +62.76% 0.10% +1.44% 0.65 6.69% +7.27 917.33 41.95% 37.58% 18.36%
2023-05 +0.98% +59.89% 0.10% +1.44% 0.59 6.65% +8.04 894.02 42.55% 37.09% 17.88%
2023-04 +1.45% +58.34% 0.10% +1.32% 0.57 6.65% +5.89 877.36 41.50% 37.28% 17.59%
2023-03 +1.03% +56.08% 0.10% +1.08% 0.53 6.62% +6.92 859.00 41.04% 41.24% 18.47%
2023-02 -0.95% +54.49% 0.10% +0.96% 0.49 6.65% +8.21 843.27 41.45% 41.53% 19.92%
2023-01 +2.47% +55.97% 0.10% +0.96% 0.55 6.65% +10.95 843.21 41.29% 39.30% 13.49%
2022-12 -2.13% +52.21% 0.12% +0.84% 0.47 6.62% +5.96 812.13 40.97% 38.00% 10.77%
2022-11 +1.31% +55.52% 0.12% +1.08% 0.62 6.51% +8.67 823.76 41.72% 38.90% 12.22%
2022-10 +2.35% +53.51% 0.12% +0.72% 0.58 6.51% +6.64 804.50 42.25% 36.95% 11.72%
2022-09 -3.57% +49.99% 0.12% +0.72% 0.50 6.44% +4.50 779.44 42.08% 35.06% 10.17%
2022-08 -0.70% +55.54% 0.12% +0.96% 0.75 6.20% -0.21 803.71 43.35% 36.05% 10.34%
2022-07 +3.65% +56.64% 0.12% +0.84% 0.80 6.17% +9.96 809.58 44.67% 38.69% 12.29%
2022-06 -2.43% +51.12% 0.12% +0.48% 0.65 5.99% +7.35 771.22 44.89% 35.69% 11.81%
2022-05 -2.36% +54.88% 0.12% +0.96% 0.83 5.85% +13.14 782.75 45.97% 33.95% 12.31%
2022-04 -1.11% +58.63% 0.12% +0.96% 1.02 5.72% +7.26 788.04 46.56% 32.13% 10.28%
2022-03 +1.26% +60.41% 0.12% +1.08% 1.12 5.68% +2.64 789.53 47.02% 34.93% 12.82%
2022-02 -0.92% +58.41% 0.12% +0.96% 1.06 5.68% +6.68 776.97 46.39% 32.42% 12.50%
2022-01 -1.87% +59.88% 0.12% +1.08% 1.15 5.65% +5.78 777.51 45.65% 31.80% 12.80%
2021-12 +1.57% +62.93% 0.15% +1.56% 1.29 5.58% +1.34 786.54 46.13% 32.35% 13.08%
2021-11 +0.51% +60.41% 0.15% +1.44% 1.23 5.54% -3.16 773.06 45.11% 32.20% 12.85%
2021-10 +2.50% +59.60% 0.15% +1.68% 1.22 5.54% +4.92 772.29 44.91% 32.28% 13.10%
2021-09 -0.75% +55.71% 0.15% +1.56% 1.11 5.47% +0.88 748.55 44.68% 31.87% 12.60%
2021-08 +1.66% +56.88% 0.15% +1.92% 1.17 5.47% +3.19 753.28 45.15% 33.70% 13.62%
2021-07 +0.76% +54.32% 0.15% +1.92% 1.09 5.44% +5.92 737.75 58.45% 31.85% 13.37%
2021-06 +0.99% +53.16% 0.15% +1.92% 1.09 5.47% +4.24 726.30 45.62% 33.94% 13.24%
2021-05 +0.83% +51.65% 0.15% +1.68% 1.03 5.47% +5.13 714.94 45.21% 32.56% 13.53%
2021-04 +1.83% +50.41% 0.15% +1.92% 1.00 5.47% +2.81 703.96 45.58% 34.83% 13.84%
2021-03 +1.77% +47.70% 0.15% +1.68% 0.93 5.44% +4.52 688.55 44.56% 33.96% 13.66%
2021-02 +0.34% +45.13% 0.15% +1.80% 0.87 5.40% +2.43 672.08 43.24% 30.92% 12.91%
2021-01 +0.94% +44.64% 0.15% +1.56% 0.85 5.44% +4.05 667.43 41.45% 29.93% 13.13%
2020-12 +1.48% +43.30% 0.18% +1.56% 0.77 5.51% +8.43 657.21 39.90% 30.62% 12.88%
2020-11 +3.79% +41.21% 0.18% +1.44% 0.68 5.51% +3.01 638.90 39.28% 30.05% 13.35%
2020-10 -0.20% +36.05% 0.18% +1.68% 0.51 5.30% +3.50 612.63 35.22% 27.21% 12.65%
2020-09 -1.75% +36.32% 0.18% +1.92% 0.57 5.44% +6.67 610.35 36.15% 28.05% 12.86%
2020-08 +2.05% +38.75% 0.18% +1.92% 0.65 5.44% +9.01 614.47 37.15% 31.34% 13.72%
2020-07 +1.64% +35.96% 0.18% +1.80% 0.51 5.51% +5.08 593.18 36.30% 25.34% 12.79%
2020-06 -0.15% +33.77% 0.18% +1.80% 0.45 5.47% +4.67 578.58 35.80% 23.33% 12.46%
2020-05 +1.29% +33.97% 0.18% +1.68% 0.43 5.58% +3.67 574.79 36.70% 23.88% 11.01%
2020-04 +4.54% +32.26% 0.18% +1.44% 0.38 5.54% +3.45 563.82 38.09% 20.19% 10.10%
2020-03 -7.20% +26.52% 0.18% +1.32% 0.15 5.20% +7.61 535.93 32.22% 18.68% 12.22%
2020-02 -1.69% +36.34% 0.18% +1.44% 0.90 3.98% +7.60 569.14 35.53% 20.51% 12.37%
2020-01 +0.40% +38.68% 0.18% +1.20% 1.16 3.98% +8.11 571.40 34.57% 21.77% 13.33%
2019-12 +0.59% +38.13% 0.21% +1.20% 1.13 4.02% +4.08 561.07 36.06% 22.56% 12.48%
2019-11 +1.26% +37.32% 0.21% +1.08% 1.07 4.02% +21.93 553.70 37.03% 23.16% 13.59%
2019-10 +1.21% +35.61% 0.21% +1.08% 1.02 4.05% +1.02 525.08 38.67% 24.32% 14.24%
2019-09 +1.43% +33.99% 0.21% +3.49 517.78 36.91% 22.49% 13.29%
2019-08 -0.33% +32.10% 0.21% +2.26 507.04 36.70% 22.40% 13.30%
2019-07 +0.65% +32.54% 0.21% +2.45 506.45 35.43% 20.49% 12.77%
2019-06 +1.94% +31.68% 0.21% +1.42 500.70 35.20% 18.96% 14.04%
2019-05 -1.29% +29.17% 0.21% +2.85 489.77 34.17% 18.12% 13.23%
2019-04 +1.66% +30.86% 0.21% -1.80 493.30 35.69% 19.24% 14.38%
2019-03 +0.44% +28.73% 0.21% +1.08 487.06 35.05% 18.94% 14.82%
2019-02 +0.72% +28.16% 0.21% +1.03 483.81 34.26% 18.89% 15.29%
2019-01 +2.18% +27.25% 0.21% -1.13 479.33 33.73% 18.36% 15.85%
2018-12 -2.72% +24.53% 0.27% +3.99 470.26 32.51% 17.68% 15.55%
2018-11 +0.76% +28.01% 0.27% +1.23 479.31 33.93% 17.87% 15.50%
2018-10 -1.74% +27.05% 0.27% +4.08 474.47 32.67% 17.36% 13.41%
2018-09 +0.12% +29.30% 0.27% +1.93 478.73 34.31% 18.64% 13.86%
2018-08 +0.91% +29.14% 0.27% +2.27 476.19 34.01% 18.02% 13.64%
2018-07 +1.56% +27.98% 0.27% +2.34 469.63 34.04% 18.60% 13.30%
2018-06 +0.19% +26.01% 0.27% +4.11 460.12 33.78% 18.62% 12.18%
2018-05 +0.59% +25.77% 0.27% +0.79 455.16 34.39% 19.14% 12.49%
2018-04 +0.74% +25.03% 0.27% +10.27 451.72 34.68% 19.73% 12.88%
2018-03 -0.76% +24.12% 0.27% -7.58 438.20 34.50% 19.37% 12.25%
2018-02 -1.25% +25.07% 0.27% +2.20 449.13 34.96% 19.60% 10.91%
2018-01 +1.51% +26.65% 0.27% +4.65 450.18 35.53% 19.39% 12.09%
2017-12 +0.75% +24.77% 0.22% +0.31 438.88 35.26% 19.08% 12.37%
2017-11 +0.59% +23.84% 0.22% +4.68 435.29 33.38% 18.15% 12.07%
2017-10 +1.14% +23.11% 0.22% +2.65 427.61 33.71% 18.38% 12.15%
2017-09 +0.52% +21.72% 0.22% +2.36 420.58 34.74% 18.42% 11.54%
2017-08 -0.15% +21.09% 0.22% +13.56 416.05 34.80% 18.47% 11.56%
2017-07 +0.83% +21.28% 0.22% +4.17 403.08 34.96% 18.01% 11.19%
2017-06 +0.06% +20.28% 0.22% -1.16 395.62 34.64% 17.57% 10.45%
2017-05 +0.82% +20.20% 0.22% +6.36 396.70 31.52% 17.49% 10.36%
2017-04 +0.51% +19.23% 0.22% +3.74 388.16 31.94% 18.27% 12.79%
2017-03 +0.34% +18.62% 0.22% +1.66 383.05 31.99% 17.68% 13.04%
2017-02 +0.43% +18.22% 0.22% +2.61 378.52 32.64% 17.39% 12.35%
2017-01 -0.65% +17.71% 0.22% +28.82 372.65 33.07% 18.25% 6.19%
2016-12 +0.72% +18.48% 0.24% +0.52 21.61 35.86% 20.45% 13.00%
2016-11 +0.69% +17.64% 0.24% -0.02 20.92 34.75% 25.29% 17.59%
2016-10 -0.17% +16.83% 0.24% +0.20 20.82 35.64% 25.31% 16.67%
2016-09 -0.19% +17.03% 0.24% +0.32 20.67 34.74% 25.30% 16.74%
2016-08 +0.08% +17.25% 0.24% +0.61 20.39 35.36% 25.31% 16.77%
2016-07 +1.91% +17.16% 0.24% +0.32 19.79 35.73% 25.82% 16.98%
2016-06 -0.49% +14.96% 0.24% +0.07 19.12 36.14% 25.63% 16.74%
2016-05 +0.54% +15.53% 0.24% 19.17
2016-04 +0.78% +14.91% 0.24% 18.31
2016-03 +1.02% +14.02% 0.24% 18.17
2016-02 -0.48% +12.87% 0.24% 17.91
2016-01 -1.78% +13.41% 0.24% 16.96
2015-12 -0.90% +15.47% 0.30% 17.04
2015-11 -0.04% +16.52% 0.30% 16.86
2015-10 +2.98% +16.56% 0.30% 16.48
2015-09 -2.04% +13.19% 0.30% 15.77
2015-08 -2.06% +15.55% 0.30% 16.09
2015-07 +1.43% +17.98% 0.30% 16.28
2015-06 -1.98% +16.31% 0.30% 15.42
2015-05 +0.54% +18.66% 0.30% 15.33
2015-04 +0.26% +18.03% 0.30% 14.67
2015-03 +0.85% +17.72% 0.30% 14.42
2015-02 +2.36% +16.73% 0.30% 13.98
2015-01 -0.03% +14.04% 0.30% 11.81
2014-12 -0.81% +14.07% 0.35% 11.58
2014-11 +1.66% +15.00% 0.35% 11.13
2014-09 +0.67% +13.12% 0.35% 7.92
2014-08 +1.62% +12.37% 0.35% 6.05
2014-07 +0.10% +10.58% 0.35% 5.71
2014-06 -0.02% +10.47% 0.35% 5.30
2014-05 +0.79% +10.49% 0.35% 4.03
2014-04 -0.11% +9.63% 0.35% 2.94
2014-03 +0.75% +9.75% 0.35% 2.80
2014-02 +1.44% +8.93% 0.35% 2.50
2013-12 -0.24% +7.38% 0.41% 2.54
2013-10 +1.17% +7.64% 0.41% 1.67
2013-09 +1.88% +6.40% 0.41% 1.66
2013-08 -0.47% +4.43% 0.41% 1.64
2013-07 +1.71% +4.93% 0.41% 1.66
2013-06 -1.07% +3.16% 0.41% 1.64
2013-05 +1.40% +4.28% 0.41% 1.66
2013-04 +0.46% +2.84% 0.41% 1.44
2013-03 +0.53% +2.37% 0.41% 1.45
2013-02 +0.98% +1.83% 0.41% 1.44
2013-01 +0.84% +0.84% 0.41% 1.46

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.