חודשים בטווח
112
מיטב קופת גמל להשקעה לחיסכון ארוך טווח לילד אחר חיסכון לכל ילד - חוסכים המעדיפים סיכון מועט
נתונים היסטוריים מלאים עבור מיטב קופת גמל להשקעה לחיסכון ארוך טווח לילד אחר חיסכון לכל ילד - חוסכים המעדיפים סיכון מועט, 112 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 11385 | שם קרן: מיטב קופת גמל להשקעה לחיסכון ארוך טווח לילד אחר חיסכון לכל ילד - חוסכים המעדיפים סיכון מועט | סיווג קרן: קופת גמל להשקעה - חסכון לילד | חברה שולטת: מיטב דש השקעות בע"מ | חברה מנהלת: מיטב גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מודל חכ"מ אחר | תת התמחות: חיסכון לילד -חוסכים המעדיפים סיכון מועט.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מיטב קופת גמל להשקעה לחיסכון ארוך טווח לילד אחר חיסכון לכל ילד - חוסכים המעדיפים סיכון מועט ישירות למייל.
תשואה חודשית אחרונה
+1.49%
תשואה מצטברת מההתחלה
+63.50%
| 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 | +1.49% | +63.50% | 0.01% | +0.72% | 1.01 | 4.55% | +0.21 | 667.65 | 28.82% | 32.94% | 12.25% |
| 2026-04 | +2.71% | +61.10% | 0.01% | +0.36% | 0.95 | 4.53% | +0.84 | 657.67 | 28.10% | 33.94% | 12.52% |
| 2026-03 | -1.76% | +56.85% | 0.01% | +0.36% | 0.83 | 4.43% | +0.38 | 639.53 | 27.55% | 34.50% | 12.03% |
| 2026-02 | +0.55% | +59.66% | 0.01% | +0.36% | 1.11 | 4.32% | +1.66 | 650.61 | 27.74% | 34.35% | 13.01% |
| 2026-01 | +1.41% | +58.79% | 0.01% | +0.60% | 1.11 | 4.32% | +0.68 | 645.47 | 27.79% | 32.01% | 13.13% |
| 2025-12 | +0.84% | +56.58% | 0.01% | +0.48% | 1.04 | 4.30% | +0.68 | 635.81 | 27.12% | 32.42% | 12.45% |
| 2025-11 | +0.83% | +55.27% | 0.01% | +0.48% | 1.04 | 4.31% | +0.79 | 629.87 | 27.12% | 32.65% | 12.74% |
| 2025-10 | +1.22% | +53.99% | 0.01% | +0.60% | 1.05 | 4.39% | +1.91 | 623.88 | 26.74% | 33.42% | 13.19% |
| 2025-09 | +1.47% | +52.14% | 0.01% | +0.48% | 1.00 | 4.38% | +1.52 | 614.46 | 26.65% | 34.33% | 14.94% |
| 2025-08 | +1.11% | +49.93% | 0.01% | +0.48% | 0.88 | 4.43% | +1.14 | 604.05 | 26.13% | 34.85% | 13.48% |
| 2025-07 | +0.81% | +48.29% | 0.01% | +0.48% | 0.87 | 4.47% | +1.25 | 596.30 | 25.71% | 34.17% | 12.96% |
| 2025-06 | +2.45% | +47.10% | 0.01% | +0.36% | 0.88 | 4.50% | +2.98 | 590.28 | 25.89% | 34.50% | 13.02% |
| 2025-05 | +1.15% | +43.58% | 0.01% | +0.60% | 0.73 | 4.44% | +1.88 | 573.24 | 25.33% | 35.57% | 16.33% |
| 2025-04 | +0.68% | +41.95% | 0.01% | +0.72% | 0.70 | 4.44% | +2.53 | 564.88 | 24.71% | 34.34% | 15.44% |
| 2025-03 | -0.45% | +40.99% | 0.01% | +0.84% | 0.74 | 4.65% | +1.06 | 558.52 | 23.79% | 34.80% | 15.10% |
| 2025-02 | +0.31% | +41.63% | 0.01% | +0.60% | 0.60 | 5.57% | +1.33 | 560.00 | 23.74% | 33.01% | 14.93% |
| 2025-01 | +0.91% | +41.19% | 0.01% | +1.08% | 0.59 | 5.59% | +0.05 | 556.95 | 24.05% | 34.91% | 14.64% |
| 2024-12 | +0.70% | +39.91% | 0.00% | +0.96% | 0.57 | 5.59% | +0.61 | 551.89 | 24.18% | 33.96% | 14.76% |
| 2024-11 | +1.87% | +38.94% | 0.00% | +1.08% | 0.56 | 5.58% | +2.31 | 547.47 | 24.54% | 34.58% | 15.28% |
| 2024-10 | +0.08% | +36.39% | 0.00% | +0.96% | 0.48 | 5.54% | +2.50 | 535.16 | 24.28% | 34.54% | 17.09% |
| 2024-09 | +1.31% | +36.28% | 0.00% | +1.08% | 0.52 | 5.55% | +2.19 | 532.25 | 24.68% | 33.18% | 17.94% |
| 2024-08 | +1.20% | +34.52% | 0.00% | — | 0.43 | 5.53% | +2.88 | 523.20 | 24.16% | 33.16% | 17.68% |
| 2024-07 | +1.31% | +32.93% | 0.00% | +1.08% | 0.44 | 5.52% | +2.03 | 514.14 | 24.50% | 35.85% | 17.93% |
| 2024-06 | +0.87% | +31.21% | 0.00% | +1.08% | 0.40 | 5.51% | +3.41 | 505.51 | 24.57% | 35.84% | 19.59% |
| 2024-05 | +0.78% | +30.07% | 0.00% | +0.96% | 0.39 | 5.51% | +2.81 | 497.78 | 24.73% | 37.09% | 18.81% |
| 2024-04 | -1.10% | +29.07% | 0.00% | +0.84% | 0.36 | 5.52% | +3.60 | 491.15 | 24.26% | 36.92% | 17.66% |
| 2024-03 | +1.50% | +30.50% | 0.00% | +0.84% | 0.48 | 5.49% | +2.17 | 492.95 | 24.14% | 36.80% | 18.10% |
| 2024-02 | +1.02% | +28.58% | 0.00% | +0.84% | 0.43 | 5.47% | +3.14 | 483.53 | 23.12% | 34.34% | 17.63% |
| 2024-01 | +0.27% | +27.28% | 0.00% | +0.84% | 0.40 | 5.46% | +3.15 | 475.52 | 22.62% | 34.52% | 15.40% |
| 2023-12 | +2.16% | +26.93% | 0.00% | +0.72% | 0.44 | 5.49% | +3.27 | 471.10 | 23.16% | 34.68% | 15.92% |
| 2023-11 | +3.20% | +24.25% | 0.00% | +0.72% | 0.31 | 5.48% | +2.89 | 457.95 | 22.39% | 34.91% | 15.67% |
| 2023-10 | -1.86% | +20.40% | 0.00% | +0.60% | 0.14 | 5.32% | +4.57 | 440.91 | 22.01% | 36.96% | 14.28% |
| 2023-09 | -1.20% | +22.68% | 0.00% | +0.48% | 0.27 | 5.27% | +3.44 | 444.64 | 21.93% | 34.51% | 14.83% |
| 2023-08 | +0.01% | +24.17% | 0.00% | +0.48% | 0.39 | 5.23% | +3.16 | 446.61 | 22.82% | 35.01% | 15.66% |
| 2023-07 | +1.57% | +24.16% | 0.00% | +0.48% | 0.43 | 5.23% | +3.63 | 443.35 | 23.58% | 33.64% | 14.33% |
| 2023-06 | +1.12% | +22.24% | 0.00% | +0.36% | 0.37 | 5.21% | +3.87 | 432.92 | 22.90% | 32.18% | 14.22% |
| 2023-05 | +0.97% | +20.88% | 0.00% | +0.24% | 0.33 | 5.19% | +3.81 | 424.33 | 22.35% | 28.07% | 14.11% |
| 2023-04 | +1.08% | +19.72% | 0.00% | +0.24% | 0.29 | 5.19% | +4.77 | 416.48 | 22.24% | 27.37% | 14.04% |
| 2023-03 | +0.62% | +18.44% | 0.00% | +0.00% | 0.25 | 5.17% | +3.82 | 407.29 | 21.69% | 27.17% | 12.12% |
| 2023-02 | -1.70% | +17.71% | 0.00% | +0.12% | 0.23 | 5.17% | +4.20 | 400.99 | 22.59% | 27.92% | 14.79% |
| 2023-01 | +1.96% | +19.75% | 0.00% | +0.24% | 0.36 | 5.12% | +4.25 | 403.71 | 23.18% | 25.76% | 13.29% |
| 2022-12 | -1.39% | +17.45% | 0.00% | +0.12% | 0.27 | 5.07% | +4.07 | 391.77 | 22.55% | 24.94% | 11.07% |
| 2022-11 | +1.04% | +19.10% | 0.00% | +0.24% | 0.40 | 5.01% | +4.16 | 393.16 | 22.81% | 22.20% | 12.14% |
| 2022-10 | +1.44% | +17.88% | 0.00% | +0.00% | 0.36 | 5.00% | +4.33 | 384.98 | 23.01% | 20.96% | 11.33% |
| 2022-09 | -2.78% | +16.20% | 0.00% | +0.00% | 0.29 | 4.98% | +4.20 | 375.20 | 23.04% | 19.67% | 10.72% |
| 2022-08 | -0.83% | +19.53% | 0.00% | +0.00% | 0.52 | 4.79% | +3.78 | 381.70 | 24.50% | 19.60% | 10.63% |
| 2022-07 | +2.48% | +20.53% | 0.00% | -0.12% | 0.60 | 4.76% | +3.81 | 381.12 | 24.66% | 20.69% | 11.35% |
| 2022-06 | -1.54% | +17.61% | 0.00% | -0.24% | 0.48 | 4.67% | +4.28 | 368.16 | 26.37% | 23.44% | 11.73% |
| 2022-05 | -2.52% | +19.45% | 0.00% | +0.12% | 0.59 | 4.61% | +4.61 | 369.47 | 26.84% | 23.57% | 12.31% |
| 2022-04 | -1.16% | +22.54% | 0.00% | +0.12% | 0.84 | 4.43% | +4.26 | 374.26 | 27.92% | 23.22% | 11.36% |
| 2022-03 | +0.48% | +23.98% | 0.00% | +0.12% | 0.97 | 4.38% | +3.93 | 374.34 | 28.12% | 23.57% | 12.70% |
| 2022-02 | -0.70% | +23.38% | 0.00% | +0.00% | 0.95 | 4.38% | +4.42 | 368.67 | 27.22% | 22.19% | 12.48% |
| 2022-01 | -1.72% | +24.25% | 0.00% | +0.00% | 1.02 | 4.36% | +4.05 | 366.85 | 26.55% | 21.65% | 12.26% |
| 2021-12 | +0.77% | +26.43% | 0.00% | — | — | — | +4.22 | 369.20 | 27.55% | 22.73% | 12.33% |
| 2021-11 | +0.16% | +25.46% | 0.00% | — | — | — | +4.10 | 362.14 | 26.89% | 22.71% | 10.40% |
| 2021-10 | +1.80% | +25.26% | 0.00% | — | — | — | +4.33 | 357.47 | 26.98% | 22.44% | 13.61% |
| 2021-09 | -0.38% | +23.05% | 0.00% | — | — | — | +4.69 | 346.91 | 25.96% | 22.44% | 13.12% |
| 2021-08 | +1.14% | +23.52% | 0.00% | — | — | — | +4.57 | 343.56 | 26.23% | 22.88% | 13.75% |
| 2021-07 | +0.43% | +22.12% | 0.00% | — | — | — | +4.65 | 335.13 | 25.78% | 22.25% | 13.97% |
| 2021-06 | +0.56% | +21.60% | 0.00% | — | — | — | +4.63 | 329.05 | 26.13% | 24.19% | 14.04% |
| 2021-05 | +0.73% | +20.92% | 0.00% | — | — | — | +4.62 | 322.58 | 25.41% | 23.56% | 12.08% |
| 2021-04 | +1.31% | +20.05% | 0.00% | — | — | — | +4.63 | 315.65 | 26.20% | 26.49% | 14.16% |
| 2021-03 | +1.02% | +18.50% | 0.00% | — | — | — | +4.65 | 306.95 | 25.43% | 25.44% | 13.79% |
| 2021-02 | +0.41% | +17.30% | 0.00% | — | — | — | +4.73 | 299.23 | 22.43% | 23.58% | 13.16% |
| 2021-01 | +0.62% | +16.82% | 0.00% | — | — | — | +4.59 | 293.34 | 21.69% | 24.16% | 13.35% |
| 2020-12 | +1.04% | +16.10% | 0.00% | — | — | — | +4.72 | 287.00 | 19.96% | 22.60% | 12.95% |
| 2020-11 | +2.48% | +14.90% | 0.00% | — | — | — | +4.75 | 279.34 | 17.79% | 20.99% | 13.20% |
| 2020-10 | +0.22% | +12.12% | 0.00% | — | — | — | +4.86 | 267.95 | 15.53% | 20.44% | 13.10% |
| 2020-09 | -1.23% | +11.88% | 0.00% | — | — | — | +4.75 | 262.55 | 17.51% | 22.18% | 13.46% |
| 2020-08 | +1.90% | +13.27% | 0.00% | — | — | — | +4.82 | 261.04 | 17.89% | 23.18% | 13.24% |
| 2020-07 | +1.70% | +11.16% | 0.00% | — | — | — | +4.85 | 251.41 | 17.18% | 21.94% | 12.88% |
| 2020-06 | -0.68% | +9.30% | 0.00% | — | — | — | +4.88 | 242.43 | 17.09% | 21.75% | 12.51% |
| 2020-05 | +1.15% | +10.05% | 0.00% | — | — | — | +4.99 | 239.21 | 17.38% | 21.33% | 12.00% |
| 2020-04 | +3.51% | +8.80% | 0.00% | — | — | — | +4.93 | 231.58 | 15.54% | 19.06% | 10.58% |
| 2020-03 | -6.42% | +5.11% | 0.00% | — | — | — | +5.01 | 218.90 | 15.25% | 19.10% | 10.17% |
| 2020-02 | -0.68% | +12.32% | 0.00% | — | — | — | +4.81 | 228.31 | 15.79% | 21.12% | 10.76% |
| 2020-01 | +0.49% | +13.09% | 0.00% | — | — | — | +4.90 | 225.10 | 16.29% | 21.00% | 11.60% |
| 2019-12 | +0.50% | +12.54% | 0.00% | — | — | — | +4.66 | 219.13 | 16.40% | 19.48% | 11.88% |
| 2019-11 | +0.53% | +11.98% | 0.00% | — | — | — | +4.59 | 213.40 | 16.75% | 19.76% | 11.88% |
| 2019-10 | +0.79% | +11.39% | 0.00% | — | — | — | +4.66 | 207.70 | 16.77% | 18.28% | 12.02% |
| 2019-09 | +0.85% | +10.51% | 0.00% | — | — | — | +4.57 | 201.43 | 16.41% | 17.98% | 11.50% |
| 2019-08 | +0.34% | +9.58% | 0.00% | — | — | — | +4.56 | 195.19 | 15.97% | 18.21% | 10.95% |
| 2019-07 | +0.83% | +9.21% | 0.00% | — | — | — | +10.71 | 189.99 | 14.50% | 16.59% | 10.71% |
| 2019-06 | +1.15% | +8.31% | 0.00% | — | — | — | +4.43 | 177.76 | 15.09% | 16.89% | 11.79% |
| 2019-05 | -0.38% | +7.08% | 0.00% | — | — | — | +10.64 | 171.35 | 13.28% | 15.65% | 11.68% |
| 2019-04 | +0.96% | +7.49% | 0.00% | — | — | — | +4.36 | 161.32 | 14.90% | 16.07% | 12.99% |
| 2019-03 | +0.70% | +6.47% | 0.00% | — | — | — | +4.40 | 155.45 | 15.05% | 15.91% | 13.26% |
| 2019-02 | +0.79% | +5.73% | 0.00% | — | — | — | +10.27 | 149.98 | 15.02% | 17.11% | 12.45% |
| 2019-01 | +1.59% | +4.90% | 0.00% | — | — | — | +4.32 | 138.61 | 15.02% | 18.22% | 13.04% |
| 2018-12 | -1.42% | +3.26% | 0.00% | — | — | — | +4.24 | 132.16 | 14.64% | 17.15% | 13.54% |
| 2018-11 | -0.06% | +4.74% | 0.00% | — | — | — | +4.18 | 129.76 | 15.84% | 15.27% | 13.89% |
| 2018-10 | -1.11% | +4.81% | 0.00% | — | — | — | +10.15 | 125.66 | 15.34% | 13.58% | 12.08% |
| 2018-09 | +0.06% | +5.98% | 0.00% | — | — | — | +4.09 | 116.83 | 16.76% | 14.71% | 13.28% |
| 2018-08 | +0.63% | +5.92% | 0.00% | — | — | — | +4.16 | 112.66 | 17.31% | 15.05% | 13.63% |
| 2018-07 | +0.72% | +5.26% | 0.00% | — | — | — | +4.04 | 107.80 | 17.08% | 13.71% | 12.55% |
| 2018-06 | -0.08% | +4.50% | 0.00% | — | — | — | +4.11 | 103.02 | 17.38% | 13.73% | 12.01% |
| 2018-05 | -0.07% | +4.59% | 0.00% | — | — | — | +3.96 | 99.00 | 17.58% | 14.64% | 11.80% |
| 2018-04 | +0.32% | +4.66% | 0.00% | — | — | — | +3.93 | 95.11 | 17.39% | 15.07% | 12.38% |
| 2018-03 | -0.14% | +4.33% | 0.00% | — | — | — | +3.90 | 90.90 | 16.82% | 15.48% | 11.45% |
| 2018-02 | -0.71% | +4.47% | 0.00% | — | — | — | +3.92 | 87.12 | 16.56% | 15.54% | 11.41% |
| 2018-01 | +0.96% | +5.22% | 0.00% | — | — | — | +4.47 | 83.79 | 16.47% | 13.19% | 12.03% |
| 2017-12 | +0.48% | +4.22% | — | — | — | — | +3.68 | 78.57 | 16.33% | 11.99% | 11.31% |
| 2017-11 | +0.49% | +3.72% | — | — | — | — | +3.69 | 74.51 | 16.51% | 15.92% | 11.41% |
| 2017-10 | +0.60% | +3.22% | — | — | — | — | +3.58 | 70.47 | 16.33% | 16.15% | 11.59% |
| 2017-09 | +0.10% | +2.60% | — | — | — | — | +3.76 | 66.49 | 15.02% | 16.03% | 11.29% |
| 2017-08 | +0.39% | +2.50% | — | — | — | — | +3.44 | 62.68 | 15.27% | 16.62% | 11.90% |
| 2017-07 | +1.02% | +2.10% | — | — | — | — | +3.64 | 59.01 | 15.13% | 17.00% | 13.18% |
| 2017-06 | -0.54% | +1.07% | — | — | — | — | +49.46 | 54.91 | 15.46% | 10.38% | 2.31% |
| 2017-05 | +0.76% | +1.62% | — | — | — | — | +1.56 | 5.54 | 14.98% | 15.88% | 10.47% |
| 2017-04 | +0.59% | +0.85% | — | — | — | — | +0.62 | 3.94 | 14.97% | 15.74% | 11.42% |
| 2017-03 | +0.15% | +0.26% | — | — | — | — | +2.04 | 3.31 | 12.69% | 13.60% | 12.69% |
| 2017-02 | +0.11% | +0.11% | — | — | — | — | +0.90 | 1.26 | 15.08% | 15.87% | 11.11% |
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.