פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · קופות גמל להשקעה

מנורה מבטחים גמל להשקעה מסלול הלכה (8716)

נתונים היסטוריים מלאים עבור מנורה מבטחים גמל להשקעה מסלול הלכה (8716), 116 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 8716 | שם קרן: מנורה מבטחים גמל להשקעה מסלול הלכה | 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: הלכתי | תת התמחות: הלכה יהודית.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים

בחירת טווח זמן

בחירת עמודות

חודשים בטווח 116
תשואה חודשית אחרונה +0.92%
תשואה מצטברת בטווח +60.33%
חודש תשואה חודשית תשואה מצטברת דמי ניהול שנתיים אלפא שארפ סטיית תקן הפקדות נטו חודשי
(מ׳ ש״ח)
הפקדות נטו מצטבר
(מ׳ ש״ח)
סך הנכסים
(מ׳ ש״ח)
חשיפה למניות חשיפה לחו״ל חשיפה למט״ח
2026-08 +0.92% +60.33% 0.61% -0.60% 0.57 6.95% +0.34 +38.52 49.97 50.23% 44.47% 17.85%
2026-07 -0.24% +58.87% 0.61% -1.08% 0.56 6.95% -0.33 +38.18 49.20 50.96% 42.62% 17.58%
2026-06 -0.50% +59.25% 0.61% — 0.65 6.94% +0.58 +38.51 49.67 44.39% 35.49% 18.68%
2026-05 +2.21% +60.05% 0.61% -1.08% 0.66 6.93% +0.75 +37.93 49.36 27.19% 34.87% 17.77%
2026-04 +3.46% +56.59% 0.61% -1.56% 0.59 6.89% -1.87 +37.18 47.58 45.99% 37.22% 17.99%
2026-03 -2.97% +51.36% 0.61% -1.68% 0.47 6.76% +0.93 +39.05 47.85 44.01% 32.75% 17.22%
2026-02 +0.81% +55.99% 0.61% -1.56% 0.71 6.61% +1.39 +38.12 48.35 44.92% 34.64% 17.60%
2026-01 +2.30% +54.74% 0.61% -1.44% 0.69 6.61% +1.70 +36.73 46.61 45.89% 34.63% 17.87%
2025-12 +0.61% +51.26% 0.61% -1.44% 0.61 6.56% +0.83 +35.03 43.92 47.31% 34.02% 18.35%
2025-11 +0.78% +50.34% 0.61% -1.44% 0.62 6.57% -0.37 +34.20 42.85 43.69% 31.48% 19.28%
2025-10 +1.54% +49.18% 0.61% -1.32% 0.66 6.76% +0.84 +34.57 42.92 42.94% 31.94% 19.18%
2025-09 +2.19% +46.91% 0.61% -1.44% 0.60 6.75% +0.70 +33.73 41.46 43.99% 31.16% 18.28%
2025-08 +1.27% +43.77% 0.61% -1.32% 0.48 6.77% +1.89 +33.03 39.90 44.01% 32.48% 19.62%
2025-07 +0.38% +41.96% 0.61% -1.44% 0.47 6.80% -0.99 +31.14 37.56 46.43% 32.93% 21.73%
2025-06 +3.74% +41.42% 0.61% -1.44% 0.51 6.86% +0.33 +32.13 38.42 44.77% 31.60% 22.41%
2025-05 +1.22% +36.33% 0.61% -1.32% 0.34 6.73% -0.35 +31.80 36.73 44.84% 33.19% 22.92%
2025-04 +1.22% +34.68% 0.61% -1.32% 0.32 6.73% +0.14 +32.15 36.65 43.52% 31.76% 22.97%
2025-03 -1.34% +33.06% 0.61% -1.20% 0.35 7.10% +0.81 +32.01 36.08 44.21% 31.35% 20.90%
2025-02 -0.01% +34.87% 0.61% -0.84% 0.29 8.10% -0.33 +31.20 35.79 44.37% 32.16% 21.74%
2025-01 +1.41% +34.88% 0.61% -0.72% 0.28 8.17% +0.72 +31.53 36.14 44.69% 32.68% 22.33%
2024-12 +0.45% +33.00% 0.59% -0.84% 0.24 8.16% +0.01 +30.81 34.95 45.24% 32.50% 22.58%
2024-11 +2.59% +32.41% 0.59% -0.72% 0.25 8.16% -0.76 +30.80 34.80 45.29% 36.15% 23.65%
2024-10 +0.03% +29.07% 0.59% -0.84% 0.16 8.09% -0.23 +31.56 34.69 44.51% 35.08% 24.04%
2024-09 +1.45% +29.03% 0.59% -0.72% 0.19 8.10% -0.49 +31.79 34.93 47.18% 35.81% 23.73%
2024-08 +1.37% +27.18% 0.59% — 0.12 8.10% +0.50 +32.28 34.94 45.48% 33.83% 23.73%
2024-07 +1.55% +25.46% 0.59% -0.96% 0.11 8.10% -0.22 +31.78 33.98 46.50% 35.08% 24.19%
2024-06 +0.78% +23.55% 0.59% -1.08% 0.07 8.08% -1.35 +32.00 33.70 46.14% 36.65% 25.91%
2024-05 +0.44% +22.59% 0.59% -1.20% 0.07 8.11% +0.16 +33.35 34.79 47.17% 39.01% 24.81%
2024-04 -2.46% +22.06% 0.59% -1.44% 0.05 8.15% -0.39 +33.19 34.51 46.45% 37.53% 23.88%
2024-03 +1.49% +25.13% 0.59% -1.32% 0.19 8.08% -0.49 +33.58 35.78 46.03% 39.16% 24.48%
2024-02 +1.91% +23.30% 0.59% -1.32% 0.16 8.06% +0.28 +34.07 35.76 43.57% 34.90% 23.63%
2024-01 -0.52% +20.99% 0.59% -1.32% 0.10 8.03% -0.07 +33.79 34.83 43.12% 34.31% 23.14%
2023-12 +2.79% +21.62% 0.60% -1.44% 0.17 8.08% -0.01 +33.86 35.11 47.71% 37.94% 21.90%
2023-11 +4.98% +18.32% 0.60% -1.44% 0.04 8.13% -0.32 +33.87 34.17 47.29% 36.67% 22.80%
2023-10 -4.18% +12.71% 0.60% -1.68% -0.16 7.83% -0.55 +34.19 32.88 48.02% 35.98% 22.66%
2023-09 -2.59% +17.62% 0.60% -1.56% 0.01 7.63% -0.05 +34.74 34.89 46.17% 35.51% 21.50%
2023-08 -0.53% +20.75% 0.60% -1.44% 0.15 7.53% -0.08 +34.79 35.89 45.81% 33.74% 21.96%
2023-07 +2.28% +21.39% 0.60% -1.44% 0.21 7.53% +0.29 +34.87 36.18 45.69% 35.43% 23.30%
2023-06 +1.89% +18.69% 0.60% -1.44% 0.15 7.49% -0.61 +34.58 35.10 47.89% 35.87% 21.00%
2023-05 +0.78% +16.48% 0.60% -1.56% 0.08 7.46% -0.56 +35.19 35.08 45.70% 31.61% 19.61%
2023-04 +0.77% +15.58% 0.60% -1.56% 0.06 7.45% +0.03 +35.75 35.38 45.20% 36.12% 22.39%
2023-03 +1.21% +14.70% 0.60% -1.56% 0.06 7.45% -0.10 +35.72 35.11 44.75% 36.14% 19.31%
2023-02 -2.89% +13.33% 0.60% -1.56% 0.01 7.45% -0.08 +35.82 34.81 44.44% 34.56% 20.40%
2023-01 +2.70% +16.70% 0.60% -1.56% 0.14 7.35% -0.25 +35.90 35.94 43.24% 33.36% 19.59%
2022-12 -2.15% +13.63% 0.59% -1.68% 0.04 7.27% +0.66 +36.15 35.27 42.64% 34.05% 19.11%
2022-11 +1.10% +16.13% 0.59% -1.44% 0.17 7.20% +0.22 +35.49 35.39 43.26% 33.88% 19.30%
2022-10 +2.49% +14.87% 0.59% -1.68% 0.14 7.19% +0.07 +35.27 34.81 43.21% 35.08% 17.95%
2022-09 -4.42% +12.08% 0.59% -1.68% 0.04 7.13% +0.96 +35.20 33.92 16.10% 8.31% 17.04%
2022-08 -2.33% +17.26% 0.59% -1.56% 0.28 6.82% +0.29 +34.24 34.54 17.40% 10.42% 18.33%
2022-07 +3.41% +20.06% 0.59% -1.44% 0.41 6.71% -0.05 +33.95 35.10 16.64% 10.31% 19.46%
2022-06 -2.11% +16.10% 0.59% -1.56% 0.28 6.58% +0.48 +34.00 34.02 40.33% 10.29% 20.58%
2022-05 -3.12% +18.60% 0.59% -1.44% 0.39 6.51% +1.19 +33.52 34.29 41.53% 36.57% 19.71%
2022-04 -1.36% +22.42% 0.59% -1.32% 0.59 6.34% +0.69 +32.33 34.18 42.33% 34.58% 17.00%
2022-03 +0.60% +24.11% 0.59% -1.32% 0.69 6.29% +0.68 +31.64 33.97 44.10% 34.24% 17.34%
2022-02 -1.21% +23.37% 0.59% -1.44% 0.67 6.29% +0.54 +30.96 33.09 44.73% 39.53% 19.28%
2022-01 -2.04% +24.88% 0.59% -1.20% 0.76 6.25% +1.57 +30.42 32.97 43.07% 40.07% 21.96%
2021-12 +1.38% +27.48% 0.63% -0.96% 0.89 6.17% +2.41 +28.85 32.10 38.41% 32.55% 19.72%
2021-11 +0.05% +25.74% 0.63% — — — +0.98 +26.44 29.29 38.37% 34.96% 20.69%
2021-10 +1.42% +25.68% 0.63% — — — +0.83 +25.46 28.31 38.93% 35.71% 22.32%
2021-09 -0.70% +23.92% 0.63% — — — +0.19 +24.63 27.11 37.99% 33.09% 20.91%
2021-08 +1.08% +24.79% 0.63% — — — +1.46 +24.44 27.12 38.53% 36.10% 21.87%
2021-07 +0.43% +23.46% 0.63% — — — +0.10 +22.98 25.38 40.54% 38.61% 23.25%
2021-06 +0.44% +22.93% 0.63% — — — +0.54 +22.88 25.19 40.69% 36.36% 23.82%
2021-05 +0.99% +22.39% 0.63% — — — +1.04 +22.34 24.55 40.45% 38.21% 23.87%
2021-04 +1.20% +21.19% 0.63% — — — +0.42 +21.30 23.29 38.73% 36.15% 20.87%
2021-03 +1.67% +19.76% 0.63% — — — +0.37 +20.88 22.61 39.10% 34.45% 20.88%
2021-02 +0.05% +17.79% 0.63% — — — +0.32 +20.51 21.88 38.89% 37.16% 20.66%
2021-01 +0.85% +17.73% 0.63% — — — +0.22 +20.19 21.57 39.13% 40.06% 25.64%
2020-12 +1.30% +16.74% 0.61% — — — +0.90 +19.97 21.18 36.78% 29.18% 22.29%
2020-11 +4.00% +15.24% 0.61% — — — +0.54 +19.07 20.03 35.95% 32.35% 22.07%
2020-10 -0.21% +10.81% 0.61% — — — +0.19 +18.53 18.74 35.27% 32.82% 21.77%
2020-09 -1.63% +11.04% 0.61% — — — +0.72 +18.34 18.60 35.81% 31.13% 22.42%
2020-08 +2.11% +12.88% 0.61% — — — +0.45 +17.62 18.19 36.67% 34.30% 23.14%
2020-07 +2.54% +10.55% 0.61% — — — +0.09 +17.17 17.38 37.00% 35.21% 23.25%
2020-06 -0.99% +7.81% 0.61% — — — +0.26 +17.08 16.87 35.45% 30.11% 19.50%
2020-05 +1.01% +8.89% 0.61% — — — +0.54 +16.82 16.79 35.56% 34.19% 20.67%
2020-04 +5.52% +7.80% 0.61% — — — +0.13 +16.28 16.08 36.44% 34.51% 20.40%
2020-03 -8.42% +2.16% 0.61% — — — -2.67 +16.15 15.13 35.10% 27.16% 14.61%
2020-02 -2.12% +11.55% 0.61% — — — +0.61 +18.82 19.62 34.51% 31.09% 18.76%
2020-01 +0.15% +13.97% 0.61% — — — +0.68 +18.21 19.46 35.82% 33.20% 20.71%
2019-12 +0.65% +13.80% 0.62% — — — +1.51 +17.53 18.76 34.86% 29.69% 20.42%
2019-11 +0.80% +13.06% 0.62% — — — +0.95 +16.02 17.15 35.86% 32.48% 21.22%
2019-10 +1.10% +12.17% 0.62% — — — +0.38 +15.07 16.07 35.91% 33.04% 20.85%
2019-09 +1.39% +10.95% 0.62% — — — +0.11 +14.69 15.53 35.93% 31.23% 20.73%
2019-08 -0.78% +9.42% 0.62% — — — +0.61 +14.58 15.22 35.61% 33.44% 21.81%
2019-07 +0.58% +10.29% 0.62% — — — +0.39 +13.97 14.72 35.67% 33.42% 21.88%
2019-06 +1.88% +9.65% 0.62% — — — +0.45 +13.58 14.26 35.90% 31.91% 24.19%
2019-05 -1.59% +7.63% 0.62% — — — +0.50 +13.13 13.56 35.47% 33.63% 23.23%
2019-04 +1.47% +9.36% 0.62% — — — +0.27 +12.63 13.27 35.49% 33.76% 23.13%
2019-03 +0.80% +7.78% 0.62% — — — +0.32 +12.36 12.82 35.10% 32.92% 23.87%
2019-02 +0.87% +6.92% 0.62% — — — +1.03 +12.04 12.40 35.08% 32.50% 23.71%
2019-01 +2.43% +6.00% 0.62% — — — +0.89 +11.01 11.27 33.81% 31.59% 22.89%
2018-12 -2.92% +3.49% 0.77% — — — +0.84 +10.12 10.12 32.91% 30.14% 23.22%
2018-11 +0.29% +6.60% 0.77% — — — +0.70 +9.28 9.57 33.75% 29.78% 23.09%
2018-10 -1.76% +6.29% 0.77% — — — +0.50 +8.58 8.85 33.90% 31.41% 24.29%
2018-09 -0.03% +8.20% 0.77% — — — +0.25 +8.08 8.51 34.20% 30.55% 23.27%
2018-08 +0.88% +8.23% 0.77% — — — +1.15 +7.83 8.26 35.23% 31.36% 23.85%
2018-07 +1.48% +7.29% 0.77% — — — +0.30 +6.68 7.05 34.61% 33.19% 23.55%
2018-06 +0.17% +5.72% 0.77% — — — +0.45 +6.38 6.66 34.53% 33.33% 23.12%
2018-05 +0.30% +5.54% 0.77% — — — +0.63 +5.93 6.20 36.94% 31.94% 21.29%
2018-04 +0.79% +5.23% 0.77% — — — +0.79 +5.30 5.56 35.43% 35.79% 23.74%
2018-03 -0.84% +4.40% 0.77% — — — +0.46 +4.51 4.73 34.67% 33.62% 19.66%
2018-02 -1.25% +5.28% 0.77% — — — +0.50 +4.05 4.31 35.50% 29.47% 17.63%
2018-01 +1.13% +6.62% 0.77% — — — +0.59 +3.55 3.86 34.97% 33.16% 24.87%
2017-12 +0.68% +5.43% — — — — +0.94 +2.96 3.23 31.89% 27.55% 19.81%
2017-11 +0.63% +4.71% — — — — +0.36 +2.02 2.27 35.68% 31.28% 19.82%
2017-10 +1.07% +4.06% — — — — +0.09 +1.66 1.90 37.89% 33.16% 22.63%
2017-09 +0.27% +2.96% — — — — +0.06 +1.57 1.78 35.96% 30.90% 19.66%
2017-08 +0.24% +2.68% — — — — +0.18 +1.51 1.72 37.21% 31.98% 20.35%
2017-07 +1.39% +2.43% — — — — +0.18 +1.33 1.54 35.71% 30.52% 18.18%
2017-06 -0.85% +1.03% — — — — +0.38 +1.15 1.34 38.81% 33.58% 19.40%
2017-05 +1.07% +1.90% — — — — +0.27 +0.77 0.98 32.65% 26.53% 16.33%
2017-04 +0.77% +0.82% — — — — +0.26 +0.50 0.71 36.62% 30.99% 22.54%
2017-03 +0.05% +0.05% — — — — +0.11 +0.24 0.44 36.36% 27.27% 18.18%
2017-02 +0.57% -0.00% — — — — +0.09 +0.13 0.33 36.36% 33.33% 21.21%
2017-01 -0.57% -0.57% — — — — +0.04 +0.04 0.23 34.78% 30.43% 26.09%

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.