נתונים היסטוריים · פנסיה

מיטב פנסיה מקיפה מניות

נתונים היסטוריים מלאים עבור מיטב פנסיה מקיפה מניות, 159 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2105 | שם קרן: מיטב פנסיה מקיפה מניות | 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 159
תשואה חודשית אחרונה +2.47%
תשואה מצטברת מההתחלה +192.72%
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 +2.47% +192.72% 0.11% +1.80% 1.36 8.04% +346.96 6179.81 70.16% 49.06% 23.08%
2026-04 +5.64% +185.66% 0.11% +0.96% 1.31 8.04% +260.11 5689.39 70.81% 51.71% 24.11%
2026-03 -3.32% +170.41% 0.11% +0.84% 1.19 7.79% +402.62 5135.87 70.09% 51.86% 22.84%
2026-02 +0.86% +179.70% 0.11% +0.96% 1.49 7.59% +347.68 4904.12 70.46% 53.44% 23.94%
2026-01 +3.09% +177.31% 0.11% +1.32% 1.50 7.59% +365.24 4517.19 69.55% 49.85% 23.84%
2025-12 +1.40% +169.00% 0.11% +1.20% 1.42 7.52% +342.14 4026.08 70.50% 51.79% 22.99%
2025-11 +1.26% +165.29% 0.11% +1.32% 1.42 7.59% +262.33 3631.96 71.13% 48.21% 23.64%
2025-10 +1.68% +161.99% 0.11% +1.56% 1.44 7.97% +223.92 3324.84 71.01% 49.01% 25.17%
2025-09 +2.85% +157.66% 0.11% +1.32% 1.40 7.97% +211.58 3048.02 70.20% 48.84% 26.30%
2025-08 +1.09% +150.52% 0.11% +1.32% 1.27 8.04% +190.93 2753.73 69.25% 48.98% 24.01%
2025-07 +1.97% +147.82% 0.11% +1.44% 1.29 8.14% +219.41 2533.92 69.64% 48.87% 23.83%
2025-06 +3.91% +143.03% 0.11% +1.32% 1.27 8.21% +132.47 2268.44 70.00% 49.37% 24.27%
2025-05 +3.93% +133.88% 0.11% +2.28% 1.15 8.14% +101.60 2052.89 69.01% 50.75% 29.43%
2025-04 +0.95% +125.04% 0.11% +2.28% 1.05 8.04% +93.34 1876.34 68.76% 51.00% 27.13%
2025-03 -1.68% +122.92% 0.11% +2.64% 1.10 8.49% +89.10 1764.69 69.40% 52.97% 24.26%
2025-02 -0.47% +126.73% 0.11% +2.52% 0.95 10.05% +61.54 1705.21 70.00% 51.78% 26.88%
2025-01 +1.80% +127.80% 0.11% +2.52% 0.92 10.32% +71.46 1652.04 68.74% 51.62% 25.91%
2024-12 +0.74% +123.77% 0.10% +2.40% 0.89 10.32% +52.78 1552.51 68.95% 51.19% 26.56%
2024-11 +2.79% +122.13% 0.10% +2.52% 0.89 10.32% +58.23 1488.78 68.35% 53.48% 26.33%
2024-10 +0.36% +116.10% 0.10% +2.52% 0.83 10.29% +26.01 1391.34 67.58% 54.00% 27.80%
2024-09 +2.44% +115.33% 0.10% +2.40% 0.86 10.29% +45.41 1360.54 69.14% 54.34% 29.47%
2024-08 +1.01% +110.20% 0.10% 0.79 10.29% +24.01 1282.77 68.53% 53.30% 28.98%
2024-07 +1.30% +108.10% 0.10% +2.52% 0.78 10.32% +31.99 1245.78 69.39% 54.87% 28.15%
2024-06 +1.63% +105.43% 0.10% +2.76% 0.76 10.32% +32.32 1198.09 68.87% 55.02% 28.70%
2024-05 +1.98% +102.13% 0.10% +2.40% 0.75 10.36% +54.29 1146.84 68.94% 54.28% 27.43%
2024-04 -1.74% +98.21% 0.10% +2.16% 0.68 10.43% +48.37 1071.25 68.44% 50.37% 25.96%
2024-03 +2.69% +101.72% 0.10% +2.16% 0.79 10.39% +40.08 1041.13 68.34% 53.60% 27.41%
2024-02 +2.83% +96.43% 0.10% +2.16% 0.73 10.36% +36.61 974.21 67.80% 53.14% 27.77%
2024-01 +0.37% +91.03% 0.10% +2.28% 0.67 10.32% +26.32 911.35 66.77% 52.66% 28.25%
2023-12 +3.03% +90.32% 0.10% +2.04% 0.71 10.43% +19.25 881.80 68.99% 54.20% 28.81%
2023-11 +4.22% +84.72% 0.10% +2.16% 0.57 10.67% +21.04 836.99 67.43% 53.58% 29.11%
2023-10 -2.84% +77.24% 0.10% +2.04% 0.47 10.53% +12.93 782.58 67.95% 55.40% 26.90%
2023-09 -1.46% +82.43% 0.10% +1.56% 0.56 10.57% +10.92 792.35 67.04% 53.11% 27.68%
2023-08 -0.86% +85.13% 0.10% +1.56% 0.63 10.53% +5.19 793.06 69.92% 56.41% 29.80%
2023-07 +3.87% +86.73% 0.10% +1.68% 0.70 10.53% +5.44 794.68 71.35% 57.61% 30.52%
2023-06 +2.69% +79.78% 0.10% +1.56% 0.62 10.46% -2.11 759.71 71.05% 56.25% 29.30%
2023-05 +0.79% +75.07% 0.10% +1.20% 0.55 10.39% +8.35 741.90 68.73% 52.27% 27.53%
2023-04 +2.12% +73.70% 0.10% +1.20% 0.55 10.43% +1.94 727.71 67.15% 51.87% 27.03%
2023-03 +0.17% +70.09% 0.10% +0.96% 0.51 10.39% +6.63 710.65 64.47% 50.35% 26.89%
2023-02 -1.03% +69.80% 0.10% +1.20% 0.51 10.43% +14.03 702.76 66.54% 52.73% 28.54%
2023-01 +3.24% +71.57% 0.10% +1.20% 0.54 10.46% +12.11 696.07 67.50% 52.72% 27.74%
2022-12 -2.78% +66.18% 0.12% +1.08% 0.48 10.43% +17.64 662.32 65.02% 48.81% 21.72%
2022-11 +1.74% +70.94% 0.12% +1.44% 0.61 10.32% +17.38 663.25 64.84% 47.76% 22.99%
2022-10 +3.38% +68.01% 0.12% +0.96% 0.58 10.32% +14.54 634.61 65.83% 48.41% 22.08%
2022-09 -5.31% +62.52% 0.12% +1.08% 0.50 10.25% +14.79 599.44 65.50% 46.59% 19.94%
2022-08 -0.88% +71.63% 0.12% +1.32% 0.73 9.91% +25.52 618.13 68.44% 47.31% 20.22%
2022-07 +4.62% +73.16% 0.12% +1.08% 0.77 9.91% +23.09 598.19 68.86% 51.04% 25.79%
2022-06 -3.69% +65.51% 0.12% +0.84% 0.65 9.73% +22.31 549.10 68.69% 50.81% 23.72%
2022-05 -2.87% +71.85% 0.12% +1.44% 0.81 9.56% +29.08 547.18 69.48% 50.79% 23.39%
2022-04 -1.98% +76.93% 0.12% +1.20% 0.95 9.42% +25.80 533.17 74.36% 45.81% 20.25%
2022-03 +1.43% +80.50% 0.12% +1.44% 1.06 9.35% +28.95 517.89 72.85% 45.62% 23.47%
2022-02 -0.22% +77.96% 0.12% +1.32% 1.02 9.35% +28.41 481.39 74.37% 45.94% 22.62%
2022-01 -2.76% +78.35% 0.12% +1.68% 1.05 9.32% +37.64 454.04 74.16% 47.54% 22.74%
2021-12 +2.24% +83.41% 0.15% +2.64% 1.19 9.18% +32.32 428.64 77.23% 51.96% 22.51%
2021-11 -0.07% +79.39% 0.15% +2.76% 1.14 9.18% +25.05 387.09 75.55% 51.43% 20.96%
2021-10 +4.31% +79.52% 0.15% +3.00% 1.17 9.18% +29.03 362.39 75.88% 52.30% 27.49%
2021-09 -1.01% +72.10% 0.15% +2.64% 1.05 9.04% +5.06 318.82 75.78% 51.01% 27.48%
2021-08 +2.05% +73.86% 0.15% +3.24% 1.10 9.04% +14.46 317.03 76.00% 52.61% 29.64%
2021-07 +0.61% +70.37% 0.15% +3.36% 1.04 9.01% +13.83 296.21 73.36% 52.12% 28.53%
2021-06 +0.99% +69.33% 0.15% +3.24% 1.06 9.08% +16.45 280.70 75.90% 54.38% 28.27%
2021-05 +1.51% +67.67% 0.15% +3.00% 1.02 9.11% +9.87 261.54 75.84% 53.20% 26.52%
2021-04 +3.23% +65.18% 0.15% +3.24% 0.99 9.11% +10.13 247.74 76.56% 54.80% 29.88%
2021-03 +1.89% +60.01% 0.15% +2.88% 0.91 9.04% +5.15 230.08 77.22% 56.10% 30.09%
2021-02 +1.68% +57.04% 0.15% +3.24% 0.87 9.04% +6.40 220.70 76.21% 55.08% 28.52%
2021-01 +0.89% +54.45% 0.15% +2.52% 0.80 9.11% +0.96 210.88 79.05% 58.37% 28.51%
2020-12 +3.11% +53.09% 0.18% +2.88% 0.75 9.21% +5.18 208.06 78.74% 58.25% 27.44%
2020-11 +6.46% +48.47% 0.18% +2.52% 0.65 9.18% +5.39 196.62 67.23% 44.56% 26.07%
2020-10 +0.66% +39.46% 0.18% +2.88% 0.47 8.80% +4.78 179.50 67.00% 42.14% 23.27%
2020-09 -2.14% +38.54% 0.18% +3.12% 0.50 9.01% +1.97 173.62 69.93% 45.97% 27.85%
2020-08 +3.68% +41.57% 0.18% +3.12% 0.54 9.08% +0.60 175.41 70.14% 46.38% 30.43%
2020-07 +3.86% +36.55% 0.18% +2.76% 0.40 9.11% -0.19 168.59 70.37% 46.52% 29.36%
2020-06 -0.15% +31.47% 0.18% +2.76% 0.30 9.01% -0.29 162.49 67.62% 44.67% 27.13%
2020-05 +2.08% +31.67% 0.18% +2.64% 0.29 9.08% +5.47 163.01 67.11% 42.97% 27.08%
2020-04 +6.95% +28.99% 0.18% +2.04% 0.24 9.04% +8.27 154.23 65.82% 39.88% 21.52%
2020-03 -11.27% +20.61% 0.18% +2.16% 0.02 8.52% +3.17 136.19 64.57% 37.77% 13.77%
2020-02 -4.68% +35.93% 0.18% +2.40% 0.62 6.75% +3.29 149.87 67.08% 41.11% 20.04%
2020-01 +0.48% +42.60% 0.18% +2.28% 1.00 6.48% +4.27 153.96 63.68% 37.95% 22.25%
2019-12 +0.98% +41.92% 0.21% +2.16% 0.98 6.51% +3.87 149.00 63.76% 35.05% 23.22%
2019-11 +1.58% +40.54% 0.21% +2.16% 0.93 6.51% +1.64 143.67 65.47% 35.72% 23.99%
2019-10 +1.55% +38.35% 0.21% +2.04% 0.86 6.48% +0.09 139.81 66.72% 36.32% 25.21%
2019-09 +2.10% +36.24% 0.21% +2.28% 0.80 6.48% +3.93 137.57 66.79% 35.45% 23.45%
2019-08 -1.23% +33.44% 0.21% +2.04% 0.71 6.41% +2.51 130.85 69.26% 37.04% 22.97%
2019-07 +0.39% +35.10% 0.21% +2.04% 0.80 6.37% +2.32 129.93 65.79% 34.32% 22.84%
2019-06 +2.75% +34.58% 0.21% +2.16% 0.79 6.37% +0.43 127.12 67.53% 35.34% 24.40%
2019-05 -2.21% +30.98% 0.21% +2.16% 0.67 6.30% +1.65 123.31 65.43% 34.17% 23.15%
2019-04 +2.71% +33.94% 0.21% +2.28% 0.83 6.20% +2.56 124.43 68.24% 37.35% 25.71%
2019-03 +0.29% +30.40% 0.21% +2.40% 0.71 6.10% +3.06 118.63 66.11% 35.51% 26.57%
2019-02 +1.38% +30.02% 0.21% +2.16% 0.71 6.10% +2.96 115.23 66.18% 35.00% 24.96%
2019-01 +3.62% +28.25% 0.21% +2.04% 0.65 6.10% +1.23 110.72 63.70% 32.13% 26.72%
2018-12 -4.93% +23.77% 0.27% +2.16% 0.49 +1.39 105.64 61.79% 32.30% 26.05%
2018-11 +1.24% +30.19% 0.27% +2.40% 0.89 +2.34 109.68 62.99% 32.64% 27.38%
2018-10 -3.17% +28.60% 0.27% +1.92% 0.84 +3.00 106.03 63.79% 32.64% 24.56%
2018-09 +0.19% +32.81% 0.27% +2.52% 1.15 +1.51 106.40 66.78% 35.11% 26.94%
2018-08 +1.99% +32.56% 0.27% +2.40% 1.17 +3.19 104.67 68.33% 37.03% 27.89%
2018-07 +2.04% +29.97% 0.27% +2.52% 1.05 +3.17 99.46 68.54% 37.60% 24.98%
2018-06 -0.28% +27.37% 0.27% +2.28% 0.96 +2.94 94.70 70.84% 38.89% 21.12%
2018-05 +0.91% +27.73% 0.27% +2.88% 0.99 +1.68 92.05 71.70% 39.19% 21.55%
2018-04 +1.47% +26.58% 0.27% +2.76% 0.94 +2.73 89.55 72.66% 40.44% 21.93%
2018-03 -1.38% +24.74% 0.27% +2.64% 0.88 +1.60 85.54 72.09% 39.72% 20.52%
2018-02 -1.70% +26.49% 0.27% +2.52% 1.00 +1.26 85.13 73.59% 40.34% 21.23%
2018-01 +2.89% +28.68% 0.27% +2.64% 1.17 +2.35 84.89 71.14% 37.14% 21.51%
2017-12 +1.33% +25.06% 0.22% +2.04% 1.02 +2.29 80.20 70.27% 37.01% 23.00%
2017-11 +1.03% +23.42% 0.22% +1.26 76.85 71.50% 38.41% 21.61%
2017-10 +1.57% +22.16% 0.22% +1.41 74.79 71.08% 38.92% 20.83%
2017-09 +1.34% +20.27% 0.22% +2.41 72.23 70.72% 38.43% 18.55%
2017-08 -0.65% +18.68% 0.22% +1.56 68.88 69.35% 36.53% 19.22%
2017-07 +1.18% +19.46% 0.22% +1.27 67.75 69.86% 36.87% 17.17%
2017-06 -0.33% +18.07% 0.22% +1.19 65.70 68.69% 36.09% 15.65%
2017-05 +1.39% +18.46% 0.22% +2.31 64.73 65.13% 34.33% 19.65%
2017-04 +1.09% +16.83% 0.22% +1.50 61.56 67.64% 35.32% 20.29%
2017-03 +0.21% +15.57% 0.22% +1.09 59.41 68.44% 36.19% 21.24%
2017-02 +1.32% +15.33% 0.22% -1.36 58.44 69.40% 36.46% 21.59%
2017-01 +0.29% +13.83% 0.22% +1.49 57.68 71.34% 37.60% 19.97%
2016-12 +1.08% +13.50% 0.24% +0.48 56.32 68.24% 36.59% 20.22%
2016-11 +1.70% +12.29% 0.24% +1.33 55.26 67.77% 36.57% 19.91%
2016-10 -0.36% +10.41% 0.24% +1.26 53.04 67.31% 36.33% 18.12%
2016-09 -0.33% +10.81% 0.24% +2.00 51.99 67.03% 36.16% 17.46%
2016-08 +0.48% +11.18% 0.24% +1.44 50.27 66.68% 37.32% 20.05%
2016-07 +2.98% +10.65% 0.24% +2.70 48.61 67.25% 37.17% 20.82%
2016-06 -1.52% +7.44% 0.24% +1.21 44.55 63.70% 34.30% 18.11%
2016-05 +0.76% +9.10% 0.24% 44.11
2016-04 +0.77% +8.28% 0.24% 40.54
2016-03 +1.73% +7.45% 0.24% 40.43
2016-02 -1.86% +5.62% 0.24% 39.39
2016-01 -2.73% +7.63% 0.24% 31.28
2015-12 -1.44% +10.65% 0.30% 30.37
2015-11 +0.09% +12.26% 0.30% 30.09
2015-10 +4.68% +12.16% 0.30% 28.60
2015-09 -3.40% +7.15% 0.30% 26.48
2015-08 -3.37% +10.92% 0.30% 25.96
2015-07 +2.24% +14.79% 0.30% 26.19
2015-06 -1.81% +12.27% 0.30% 25.68
2015-05 +1.02% +14.34% 0.30% 23.29
2015-04 +0.62% +13.19% 0.30% 20.97
2015-03 +1.50% +12.49% 0.30% 19.24
2015-02 +3.26% +10.83% 0.30% 17.83
2015-01 -0.32% +7.33% 0.30% 16.38
2014-12 -0.42% +7.67% 0.35% 15.57
2014-11 +0.39% +8.13% 0.35% 7.83
2014-10 +0.27% +7.71% 0.35% 7.22
2014-09 +0.06% +7.42% 0.35% 6.87
2014-08 +0.73% +7.35% 0.35% 6.81
2014-07 +0.31% +6.58% 0.35% 6.50
2014-06 +0.07% +6.25% 0.35% 5.95
2014-05 +0.64% +6.17% 0.35% 5.40
2014-04 +0.46% +5.50% 0.35% 4.86
2014-03 +0.39% +5.01% 0.35% 4.76
2014-02 +0.37% +4.61% 0.35% 4.53
2013-12 -0.19% +4.22% 0.37% 4.33
2013-10 +0.65% +4.42% 0.37% 3.87
2013-09 +0.85% +3.74% 0.37% 3.85
2013-08 -0.23% +2.87% 0.37% 3.82
2013-07 +0.86% +3.11% 0.37% 3.84
2013-06 +0.01% +2.23% 0.37% 3.81
2013-05 +0.39% +2.22% 0.37% 3.81
2013-04 +0.94% +1.82% 0.37% 3.62
2013-03 +0.25% +0.87% 0.37% 3.55
2013-02 +0.59% +0.62% 0.37% 3.55
2013-01 +0.03% +0.03% 0.37% 3.53

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.