נתונים היסטוריים · קופות גמל להשקעה

מנורה מבטחים גמל להשקעה כספי (שיקלי)

נתונים היסטוריים מלאים עבור מנורה מבטחים גמל להשקעה כספי (שיקלי), 113 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 8693 | שם קרן: מנורה מבטחים גמל להשקעה כספי (שיקלי) | סיווג קרן: קופת גמל להשקעה | חברה שולטת: מנורה מבטחים החזקות בע"מ | חברה מנהלת: מנורה מבטחים פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מתמחים בניהול אקטיבי | תת התמחות: כספי (שקלי).

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 113
תשואה חודשית אחרונה +0.33%
תשואה מצטברת מההתחלה +15.80%
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 +0.33% +15.80% 0.55% -0.24% -0.61 0.66% -0.54 35.57 0.00% 0.00% 0.00%
2026-04 +0.34% +15.42% 0.55% -0.24% -0.63 0.67% -0.66 36.01 0.00% 0.00% 0.00%
2026-03 +0.33% +15.03% 0.55% -0.24% -0.66 0.67% -1.61 36.57 0.00% 0.00% 0.00%
2026-02 +0.30% +14.65% 0.55% -0.24% -0.68 0.68% -0.10 38.07 0.00% 0.00% 0.00%
2026-01 +0.34% +14.31% 0.55% -0.24% -0.68 0.69% +1.04 38.07 0.00% 0.00% 0.00%
2025-12 +0.35% +13.92% 0.55% -0.24% -0.69 0.69% +1.02 36.93 0.00% 0.00% 0.00%
2025-11 +0.38% +13.53% 0.55% -0.24% -0.72 0.69% -0.20 35.80 0.00% 0.00% 0.00%
2025-10 +0.35% +13.10% 0.55% -0.24% -0.76 0.69% -0.61 35.87 0.00% 0.00% 0.00%
2025-09 +0.34% +12.70% 0.55% -0.24% -0.76 0.70% -0.40 36.37 0.00% 0.00% 0.00%
2025-08 +0.37% +12.32% 0.55% -0.24% -0.75 0.70% -0.07 36.66 0.00% 0.00% 0.00%
2025-07 +0.39% +11.91% 0.55% -0.24% -0.79 0.70% -0.84 36.61 0.00% 0.00% 0.00%
2025-06 +0.37% +11.47% 0.55% -0.24% -0.84 0.69% -1.43 37.33 0.00% 0.00% 0.00%
2025-05 +0.34% +11.06% 0.55% -0.24% -0.85 0.69% +0.09 38.63 0.00% 0.00% 0.00%
2025-04 +0.36% +10.68% 0.55% -0.24% -0.84 0.69% +1.52 38.42 0.00% 0.00% 0.00%
2025-03 +0.37% +10.29% 0.55% -0.24% -0.81 0.68% +2.25 36.78 0.00% 0.00% 0.00%
2025-02 +0.33% +9.88% 0.55% -0.24% -0.85 0.68% -0.72 34.42 0.00% 0.00% 0.00%
2025-01 +0.38% +9.52% 0.55% -0.24% -0.83 0.68% +0.10 35.04 0.00% 0.00% 0.00%
2024-12 +0.40% +9.10% 0.57% -0.24% -0.88 0.68% -1.29 34.82 0.00% 0.00% 0.00%
2024-11 +0.32% +8.67% 0.57% -0.24% -0.93 0.67% -0.94 35.99 0.00% 0.00% 0.00%
2024-10 +0.39% +8.32% 0.57% -0.12% -0.90 0.67% -0.45 36.83 0.00% 0.00% 0.00%
2024-09 +0.37% +7.90% 0.57% -0.12% -0.94 0.66% +0.02 37.16 0.00% 0.00% 0.00%
2024-08 +0.33% +7.50% 0.57% -0.94 0.65% +1.95 37.02 0.00% 0.00% 0.00%
2024-07 +0.38% +7.15% 0.57% -0.24% -0.94 0.64% +0.04 34.96 0.00% 0.00% 0.00%
2024-06 +0.36% +6.74% 0.57% -0.24% -0.97 0.63% -0.51 34.81 0.00% 0.00% 0.00%
2024-05 +0.35% +6.36% 0.57% -0.24% -0.97 0.62% +0.36 35.21 0.00% 0.00% 0.00%
2024-04 +0.35% +5.99% 0.57% -0.24% -0.97 0.61% -0.07 34.74 0.00% 0.00% 0.00%
2024-03 +0.36% +5.62% 0.57% -0.24% -0.98 0.60% +1.60 34.70 0.00% 0.00% 0.00%
2024-02 +0.35% +5.24% 0.57% -0.24% -1.00 0.59% +0.49 32.99 0.00% 0.00% 0.00%
2024-01 +0.40% +4.88% 0.57% -0.24% -0.99 0.57% +2.06 32.41 0.00% 0.00% 0.00%
2023-12 +0.39% +4.46% 0.57% -0.24% -1.02 0.56% +3.92 30.24 0.00% 0.00% 0.00%
2023-11 +0.39% +4.05% 0.57% -0.24% -1.05 0.54% +0.93 26.22 0.00% 0.00% 0.00%
2023-10 +0.43% +3.65% 0.57% -0.24% -1.08 0.52% +6.03 25.20 0.00% 0.00% 0.00%
2023-09 +0.34% +3.20% 0.57% -0.24% -1.17 0.49% +0.91 19.09 0.00% 0.00% 0.00%
2023-08 +0.40% +2.85% 0.57% -0.24% -1.15 0.47% -0.46 18.13 0.00% 0.00% 0.00%
2023-07 +0.43% +2.44% 0.57% -0.24% -1.19 0.44% +0.35 18.52 0.00% 0.00% 0.00%
2023-06 +0.35% +2.01% 0.57% -0.36% -1.27 0.41% -1.54 18.10 0.00% 0.00% 0.00%
2023-05 +0.29% +1.65% 0.57% -0.24% -1.26 0.38% -0.98 19.59 0.00% 0.00% 0.00%
2023-04 +0.41% +1.36% 0.57% -0.24% -1.21 0.36% -0.88 20.53 0.00% 0.00% 0.00%
2023-03 +0.49% +0.94% 0.57% -0.24% -1.30 0.31% -0.55 21.33 0.00% 0.00% 0.00%
2023-02 -0.22% +0.45% 0.57% -0.36% -1.54 0.22% +0.51 21.79 0.00% 0.00% 0.00%
2023-01 +0.22% +0.67% 0.57% -0.24% -1.78 0.20% +0.17 21.33 0.00% 0.00% 0.00%
2022-12 +0.07% +0.45% 0.51% -0.24% -1.70 0.18% +0.60 21.13 0.00% 0.00% 0.00%
2022-11 +0.24% +0.38% 0.51% -0.24% -1.57 0.17% -2.85 20.53 0.00% 0.00% 0.00%
2022-10 +0.01% +0.14% 0.51% -0.24% -1.66 0.14% +2.71 23.34 0.00% 0.00% 0.00%
2022-09 +0.05% +0.13% 0.51% -0.24% -1.53 0.14% -0.30 20.65 0.00% 0.00% 0.00%
2022-08 -0.13% +0.08% 0.51% -0.24% -1.44 0.14% +1.32 20.95 0.00% 0.00% 0.00%
2022-07 -0.01% +0.21% 0.51% -0.24% -1.40 0.12% +0.21 19.66 0.00% 0.00% 0.00%
2022-06 -0.14% +0.22% 0.51% -0.12% -1.30 0.12% +2.44 19.46 0.00% 0.00% 0.00%
2022-05 -0.03% +0.36% 0.51% -0.12% -1.17 0.10% +1.55 17.06 0.00% 0.00% 0.00%
2022-04 -0.05% +0.39% 0.51% -0.12% -1.10 0.10% +0.67 15.52 0.00% 0.00% 0.00%
2022-03 -0.05% +0.44% 0.51% -0.12% -0.99 0.10% -0.30 14.87 0.00% 0.00% 0.00%
2022-02 -0.07% +0.49% 0.51% -0.12% -0.86 0.09% +3.99 15.18 0.00% 0.00% 0.00%
2022-01 +0.00% +0.56% 0.51% -0.12% -0.68 0.09% +0.83 11.20 0.00% 0.00% 0.00%
2021-12 -0.04% +0.56% 0.54% -0.12% -0.69 0.09% -0.88 10.38 0.00% 0.00% 0.00%
2021-11 +0.04% +0.60% 0.54% -0.65 11.27 0.00% 0.00% 0.00%
2021-10 +0.01% +0.56% 0.54% -0.50 11.92 0.00% 0.00% 0.00%
2021-09 -0.02% +0.55% 0.54% -0.16 12.42 0.00% 0.00% 0.00%
2021-08 +0.01% +0.57% 0.54% -0.01 12.59 0.00% 0.00% 0.00%
2021-07 +0.01% +0.56% 0.54% +0.30 12.60 0.00% 0.00% 0.00%
2021-06 +0.00% +0.55% 0.54% -0.80 12.31 0.00% 0.00% 0.00%
2021-05 +0.01% +0.55% 0.54% -1.29 13.12 0.00% 0.00% 0.00%
2021-04 -0.01% +0.54% 0.54% -1.77 14.42 0.00% 0.00% 0.00%
2021-03 -0.01% +0.55% 0.54% -1.48 16.19 0.00% 0.00% 0.00%
2021-02 -0.03% +0.56% 0.54% -1.58 17.68 0.00% 0.00% 0.00%
2021-01 +0.04% +0.59% 0.54% -0.75 19.27 0.00% 0.00% 0.00%
2020-12 -0.02% +0.55% 0.55% -1.33 20.02 0.00% 0.00% 0.00%
2020-11 +0.01% +0.57% 0.55% -2.08 21.37 0.00% 0.00% 0.00%
2020-10 +0.00% +0.56% 0.55% -3.17 23.46 0.00% 0.00% 0.00%
2020-09 +0.01% +0.56% 0.55% +0.89 26.64 0.00% 0.00% 0.00%
2020-08 +0.00% +0.55% 0.55% -2.16 25.76 0.00% 0.00% 0.00%
2020-07 -0.01% +0.55% 0.55% +2.85 27.94 0.00% 0.00% 0.00%
2020-06 +0.02% +0.56% 0.55% +0.92 25.11 0.00% 0.00% 0.00%
2020-05 +0.01% +0.54% 0.55% -4.31 24.19 0.00% 0.00% 0.00%
2020-04 +0.12% +0.53% 0.55% -8.26 28.51 0.00% 0.00% 0.00%
2020-03 -0.05% +0.41% 0.55% +28.56 36.74 0.00% 0.00% 0.00%
2020-02 +0.02% +0.46% 0.55% +3.54 8.21 0.00% 0.00% 0.00%
2020-01 -0.02% +0.44% 0.55% -0.10 4.67 0.00% 0.00% 0.00%
2019-12 -0.01% +0.46% 0.51% +0.21 4.77 0.00% 0.00% 0.00%
2019-11 +0.02% +0.47% 0.51% +0.10 4.57 0.00% 0.00% 0.00%
2019-10 +0.02% +0.45% 0.51% +0.03 4.47 0.00% 0.00% 0.00%
2019-09 +0.01% +0.43% 0.51% +0.14 4.44 0.00% 0.00% 0.00%
2019-08 +0.05% +0.42% 0.51% +0.39 4.31 0.00% 0.00% 0.00%
2019-07 +0.03% +0.37% 0.51% -0.13 3.92 0.00% 0.00% 0.00%
2019-06 +0.03% +0.34% 0.51% -0.15 4.05 0.00% 0.00% 0.00%
2019-05 +0.03% +0.31% 0.51% -0.14 4.20 0.00% 0.00% 0.00%
2019-04 +0.00% +0.28% 0.51% -1.63 4.34 0.00% 0.00% 0.00%
2019-03 +0.02% +0.28% 0.51% +0.03 5.97 0.00% 0.00% 0.00%
2019-02 +0.05% +0.26% 0.51% -0.19 5.93 0.00% 0.00% 0.00%
2019-01 +0.07% +0.21% 0.51% +0.54 6.13 0.00% 0.00% 0.00%
2018-12 -0.01% +0.14% 0.70% +1.15 5.59 0.00% 0.00% 0.00%
2018-11 -0.01% +0.15% 0.70% -0.19 4.45 0.00% 0.00% 0.00%
2018-10 -0.01% +0.16% 0.70% +0.41 4.65 0.00% 0.00% 0.00%
2018-09 +0.01% +0.17% 0.70% +1.69 4.25 0.00% 0.00% 0.00%
2018-08 +0.02% +0.16% 0.70% +0.10 2.55 0.00% 0.00% 0.00%
2018-07 +0.02% +0.14% 0.70% +0.01 2.45 0.00% 0.00% 0.00%
2018-06 +0.02% +0.12% 0.70% -0.29 2.44 0.00% 0.00% 0.00%
2018-05 +0.00% +0.10% 0.70% +0.58 2.73 0.00% 0.00% 0.00%
2018-04 +0.00% +0.10% 0.70% +0.10 2.15 0.00% 0.00% 0.00%
2018-03 +0.00% +0.10% 0.70% +0.21 2.06 0.00% 0.00% 0.00%
2018-02 +0.01% +0.10% 0.70% +0.09 1.85 0.00% 0.00% 0.00%
2018-01 +0.00% +0.09% 0.70% +0.02 1.76 0.00% 0.00% 0.00%
2017-12 +0.02% +0.09% +0.27 1.74 0.00% 0.00% 0.00%
2017-11 -0.01% +0.07% -0.19 1.47 0.00% 0.00% 0.00%
2017-10 -0.01% +0.08% +0.05 1.67 0.00% 0.00% 0.00%
2017-09 +0.02% +0.09% +0.09 1.62 0.00% 0.00% 0.00%
2017-08 +0.01% +0.07% +0.02 1.53 0.00% 0.00% 0.00%
2017-07 +0.01% +0.06% +0.09 1.51 0.00% 0.00% 0.00%
2017-06 +0.01% +0.05% +0.16 1.42 0.00% 0.00% 0.00%
2017-05 +0.01% +0.04% +0.05 1.26 0.00% 0.00% 0.00%
2017-04 +0.01% +0.03% +0.00 1.21 0.00% 0.00% 0.00%
2017-03 +0.01% +0.02% +0.02 1.22 0.00% 0.00% 0.00%
2017-02 +0.01% +0.01% +0.09 1.20 0.00% 0.00% 0.00%
2017-01 +0.00% +0.00% +0.38 1.10 0.00% 0.00% 0.00%

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.