פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · פנסיה

מנורה מבטחים פנסיה - מסלול יעד לפרישה 2055 (2184)

נתונים היסטוריים מלאים עבור מנורה מבטחים פנסיה - מסלול יעד לפרישה 2055 (2184), 136 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2184 | שם קרן: מנורה מבטחים פנסיה - מסלול יעד לפרישה 2055 | סיווג קרן: קרנות חדשות | חברה שולטת: מנורה מבטחים החזקות בע"מ | חברה מנהלת: מנורה מבטחים פנסיה וגמל בע"מ | אוכלוסיית יעד: — | התמחות: — | תת התמחות: —.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים

בחירת טווח זמן

בחירת עמודות

חודשים בטווח 136
תשואה חודשית אחרונה +2.01%
תשואה מצטברת בטווח +118.19%
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
2023-12 +2.01% +118.19% 0.16% +2.52% 0.80 8.38% +42.98 +7204.89 9917.38 50.61% 47.26% 25.71%
2023-11 +2.65% +113.89% 0.16% +2.76% 0.69 8.59% +61.90 +7161.91 9678.52 49.61% 48.31% 24.05%
2023-10 -2.24% +108.37% 0.16% +2.88% 0.61 8.52% +50.56 +7100.01 9367.90 48.24% 47.29% 23.22%
2023-09 -0.71% +113.14% 0.16% +2.52% 0.72 8.56% +51.57 +7049.45 9518.45 49.25% 48.03% 25.69%
2023-08 -0.46% +114.67% 0.16% +2.40% 0.78 8.52% +47.38 +6997.88 9547.65 50.62% 47.11% 23.96%
2023-07 +3.00% +115.66% 0.16% +2.40% 0.84 8.52% +67.63 +6950.50 9542.68 51.24% 46.54% 24.49%
2023-06 +2.21% +109.38% 0.16% +2.40% 0.77 8.45% +63.59 +6882.87 9231.95 50.56% 47.59% 24.45%
2023-05 +0.68% +104.85% 0.16% +2.16% 0.70 8.45% +59.04 +6819.28 8936.09 50.10% 46.21% 23.03%
2023-04 +1.80% +103.47% 0.16% +2.04% 0.70 8.45% +100.19 +6760.24 8817.46 50.19% 45.78% 22.96%
2023-03 +0.28% +99.87% 0.16% +1.80% 0.66 8.42% +80.49 +6660.05 8605.64 50.50% 48.10% 23.02%
2023-02 -1.11% +99.31% 0.16% +2.04% 0.66 8.45% +76.74 +6579.56 8458.42 50.33% 47.24% 21.75%
2023-01 +2.30% +101.55% 0.16% +2.16% 0.71 8.45% +75.72 +6502.82 8472.73 50.32% 47.86% 22.43%
2022-12 -1.44% +97.02% 0.17% +2.16% 0.66 8.45% +90.98 +6427.10 8194.98 50.03% 47.24% 20.48%
2022-11 +1.70% +99.90% 0.17% +2.16% 0.76 8.38% +100.88 +6336.12 8236.56 50.76% 45.91% 20.27%
2022-10 +2.42% +96.55% 0.17% +1.80% 0.72 8.38% +93.85 +6235.24 7998.68 49.82% 44.79% 19.90%
2022-09 -4.12% +91.91% 0.17% +1.80% 0.65 8.35% +91.04 +6141.39 7703.65 48.85% 44.21% 18.56%
2022-08 -0.57% +100.16% 0.17% +1.92% 0.89 8.07% +100.76 +6050.35 7955.46 49.00% 41.67% 18.85%
2022-07 +3.16% +101.30% 0.17% +1.92% 0.94 8.04% +106.31 +5949.59 7901.23 49.74% 43.18% 20.62%
2022-06 -2.06% +95.14% 0.17% +1.80% 0.84 7.97% +113.46 +5843.28 7551.86 49.33% 43.17% 20.86%
2022-05 -1.92% +99.24% 0.17% +2.16% 0.96 7.90% +101.40 +5729.82 7593.43 49.80% 43.71% 20.26%
2022-04 -0.94% +103.14% 0.17% +1.80% 1.08 7.79% +95.13 +5628.42 7590.25 50.01% 41.20% 18.85%
2022-03 +1.10% +105.07% 0.17% +1.80% 1.15 7.76% +120.72 +5533.29 7614.56 50.78% 42.30% 21.89%
2022-02 -0.19% +102.84% 0.17% +1.80% 1.12 7.76% +81.97 +5412.57 7411.90 51.35% 43.28% 19.16%
2022-01 -0.96% +103.22% 0.17% +2.04% 1.16 7.76% +104.56 +5330.60 7342.48 51.86% 42.57% 19.50%
2021-12 +2.23% +105.19% 0.19% +2.16% 1.22 7.72% +86.31 +5226.04 7305.68 51.22% 36.27% 21.06%
2021-11 +0.05% +100.72% 0.19% +2.16% 1.16 7.69% +65.82 +5139.73 7064.92 51.46% 43.70% 20.75%
2021-10 +2.64% +100.62% 0.19% +2.52% 1.19 7.69% +94.98 +5073.91 6994.89 52.31% 44.13% 22.45%
2021-09 -0.44% +95.46% 0.19% +2.40% 1.10 7.66% +75.91 +4978.93 6722.54 52.69% 38.22% 22.24%
2021-08 +1.57% +96.32% 0.19% +2.64% 1.12 7.66% +65.27 +4903.02 6675.82 53.23% 45.09% 23.36%
2021-07 +0.41% +93.29% 0.19% +2.88% 1.08 7.66% +79.25 +4837.75 6485.75 53.59% 45.69% 23.04%
2021-06 +0.92% +92.50% 0.19% +2.88% 1.10 7.69% +47.86 +4758.50 6401.27 54.46% 40.44% 23.21%
2021-05 +1.26% +90.74% 0.19% +2.64% 1.06 7.72% +44.01 +4710.64 6295.07 54.61% 45.93% 23.64%
2021-04 +2.63% +88.37% 0.19% +2.88% 1.04 7.72% +64.72 +4666.63 6148.70 54.88% 46.14% 24.04%
2021-03 +1.94% +83.54% 0.19% +2.64% 0.96 7.66% +42.77 +4601.91 5950.69 54.54% 40.70% 23.69%
2021-02 +1.28% +80.05% 0.19% +2.88% 0.91 7.66% +82.31 +4559.14 5796.11 53.80% 46.54% 24.05%
2021-01 +1.30% +77.77% 0.19% +2.40% 0.86 7.69% +60.63 +4476.83 5641.00 53.30% 45.42% 23.79%
2020-12 +2.41% +75.49% 0.19% +2.52% 0.79 7.79% +73.66 +4416.20 5510.50 52.99% 38.89% 24.12%
2020-11 +6.11% +71.36% 0.19% +2.28% 0.70 7.76% +80.74 +4342.54 5307.42 52.64% 46.27% 24.94%
2020-10 +0.60% +61.50% 0.19% +2.28% 0.51 7.34% +88.17 +4261.80 4907.81 52.16% 46.19% 22.85%
2020-09 -1.58% +60.53% 0.19% +2.28% 0.52 7.41% +62.19 +4173.63 4808.52 51.80% 37.72% 23.48%
2020-08 +2.83% +63.11% 0.19% +2.28% 0.57 7.45% +111.75 +4111.44 4821.35 51.57% 46.89% 23.41%
2020-07 +2.72% +58.62% 0.19% +2.16% 0.44 7.48% +97.41 +3999.69 4574.06 51.42% 46.81% 22.76%
2020-06 -0.34% +54.42% 0.19% +2.16% 0.36 7.41% +90.79 +3902.28 4362.72 51.08% 40.20% 23.24%
2020-05 +1.63% +54.95% 0.19% +2.04% 0.35 7.48% +72.95 +3811.49 4287.42 51.03% 44.86% 22.45%
2020-04 +5.93% +52.46% 0.19% +1.68% 0.31 7.48% +86.82 +3738.54 4145.37 50.88% 43.66% 21.79%
2020-03 -10.39% +43.93% 0.19% +1.68% 0.09 7.03% +95.89 +3651.72 3830.38 50.66% 38.45% 19.43%
2020-02 -3.77% +60.62% 0.19% +2.52% 0.85 5.13% +71.60 +3555.83 4163.12 52.56% 41.65% 17.99%
2020-01 +0.26% +66.91% 0.19% +2.52% 1.30 4.92% +93.33 +3484.23 4232.98 51.94% 40.89% 20.69%
2019-12 +1.03% +66.47% 0.21% +2.52% 1.30 4.92% +79.75 +3390.90 4154.45 52.05% 37.38% 20.98%
2019-11 +1.30% +64.78% 0.21% +2.16% 1.22 4.95% +95.31 +3311.15 4028.07 49.95% 38.66% 21.36%
2019-10 +1.44% +62.66% 0.21% +2.16% 1.17 4.95% +94.36 +3215.84 3884.92 50.09% 38.69% 21.82%
2019-09 +1.66% +60.35% 0.21% +2.40% 1.10 4.95% +94.98 +3121.48 3721.85 50.04% 34.59% 21.56%
2019-08 -0.89% +57.74% 0.21% +2.16% 1.02 4.92% +102.95 +3026.50 3589.55 48.58% 37.23% 22.24%
2019-07 +0.37% +59.15% 0.21% +2.16% 1.15 4.92% +105.60 +2923.55 3509.53 48.96% 38.00% 22.42%
2019-06 +2.42% +58.57% 0.21% +2.04% 1.12 4.95% +105.50 +2817.95 3391.16 49.12% 36.07% 23.32%
2019-05 -1.12% +54.82% 0.21% +2.16% 1.00 4.85% +84.67 +2712.45 3201.50 48.96% 38.03% 22.39%
2019-04 +2.22% +56.57% 0.21% +2.28% 1.14 4.82% +93.99 +2627.78 3157.48 49.59% 39.22% 23.33%
2019-03 +0.59% +53.17% 0.21% +2.16% 1.01 4.75% +117.02 +2533.79 2996.54 49.51% 35.60% 22.82%
2019-02 +1.25% +52.27% 0.21% +2.04% 1.00 4.78% +86.33 +2416.77 2862.86 49.59% 38.88% 23.45%
2019-01 +3.08% +50.39% 0.21% +2.04% 0.97 4.82% +85.16 +2330.44 2740.10 49.77% 38.73% 23.46%
2018-12 -3.69% +45.90% 0.22% +1.92% 0.79 4.68% +89.90 +2245.28 2575.48 49.11% 37.85% 23.28%
2018-11 +1.11% +51.49% 0.22% +2.16% 1.23 4.33% +110.13 +2155.38 2583.63 49.75% 39.05% 24.77%
2018-10 -2.28% +49.83% 0.22% +2.04% 1.20 4.36% +124.81 +2045.25 2442.07 48.29% 38.26% 23.71%
2018-09 +0.04% +53.32% 0.22% +2.40% 1.55 4.23% +51.15 +1920.44 2382.02 47.46% 37.28% 24.15%
2018-08 +1.37% +53.26% 0.22% +2.40% 1.61 4.30% +102.08 +1869.29 2320.53 48.25% 37.20% 23.58%
2018-07 +1.79% +51.19% 0.22% +2.40% 1.50 4.33% +82.00 +1767.21 2188.82 49.42% 38.90% 24.16%
2018-06 -0.21% +48.53% 0.22% +2.52% 1.43 4.36% +106.17 +1685.21 2071.95 47.33% 36.59% 22.63%
2018-05 +0.43% +48.84% 0.22% +2.76% 1.41 4.43% +142.70 +1579.04 1967.55 48.22% 36.72% 21.96%
2018-04 +1.06% +48.21% 0.22% +2.88% 1.42 4.47% +69.67 +1436.34 1817.38 49.07% 37.33% 20.71%
2018-03 -0.73% +46.65% 0.22% +2.88% 1.36 4.47% +69.25 +1366.67 1729.10 48.61% 37.16% 20.65%
2018-02 -1.12% +47.73% 0.22% +2.88% 1.47 4.43% +74.91 +1297.42 1672.88 49.59% 36.55% 20.64%
2018-01 +2.14% +49.40% 0.22% +2.88% 1.65 4.36% +86.10 +1222.51 1612.77 49.71% 35.77% 20.56%
2017-12 +0.88% +46.27% 0.24% +2.76% 1.55 4.30% +106.34 +1136.41 1495.53 48.42% 31.71% 19.77%
2017-11 +0.79% +45.00% 0.24% +2.88% 1.47 4.33% +80.15 +1030.07 1388.05 49.84% 34.55% 21.24%
2017-10 +1.23% +43.86% 0.24% +3.12% 1.44 4.33% +79.81 +949.92 1286.02 49.89% 34.80% 20.54%
2017-09 +0.97% +42.11% 0.24% +3.00% 1.37 4.33% +58.18 +870.11 1191.59 50.21% 31.82% 20.41%
2017-08 +0.53% +40.75% 0.24% +2.88% 1.35 4.40% +128.91 +811.93 1120.98 49.71% 35.29% 20.55%
2017-07 +1.08% +40.01% 0.24% +3.00% 1.34 4.40% +68.04 +683.02 986.79 48.80% 34.24% 19.70%
2017-06 +0.12% +38.51% 0.24% +3.00% 1.30 4.43% +68.68 +614.98 908.80 49.86% 31.63% 20.35%
2017-05 +0.88% +38.34% 0.24% +3.12% 1.33 4.40% +58.30 +546.30 838.22 49.68% 34.27% 19.76%
2017-04 +0.99% +37.14% 0.24% +3.00% 1.15 4.71% +42.16 +488.00 773.83 49.49% 34.26% 20.05%
2017-03 +0.42% +35.79% 0.24% +2.88% 1.11 4.75% +47.22 +445.84 723.60 49.62% 34.44% 21.30%
2017-02 +0.95% +35.22% 0.24% +2.76% 1.11 4.75% +48.81 +398.62 674.10 47.26% 32.02% 19.69%
2017-01 +0.15% +33.95% 0.24% +2.64% 1.07 4.75% +46.42 +349.81 619.86 49.80% 33.75% 21.97%
2016-12 +1.21% +33.75% 0.25% +2.88% 1.11 4.82% +47.59 +303.39 572.14 49.11% 34.61% 22.67%
2016-11 +1.44% +32.15% 0.25% +2.76% 1.04 4.78% +60.57 +255.80 518.41 49.09% 33.20% 23.25%
2016-10 -0.20% +30.28% 0.25% +2.40% 0.93 4.82% +32.37 +195.23 452.21 48.07% 32.95% 21.68%
2016-09 -0.33% +30.54% 0.25% +2.40% 1.02 4.99% +50.97 +162.86 419.55 47.96% 33.35% 22.72%
2016-08 +0.43% +30.97% 0.25% +2.28% 0.99 5.13% +39.95 +111.89 369.92 48.58% 33.76% 23.19%
2016-07 +2.57% +30.41% 0.25% +2.16% 0.83 5.61% +38.66 +71.94 328.95 48.73% 33.31% 22.83%
2016-06 -0.99% +27.14% 0.25% +1.92% 0.68 5.54% +33.28 +33.28 282.94 48.90% 34.00% 24.44%
2016-05 +1.16% +28.41% 0.25% +2.52% 0.77 5.51% — +0.00 252.71 — — —
2016-04 +0.60% +26.94% 0.25% +2.52% 0.70 5.47% — +0.00 205.90 — — —
2016-03 +1.57% +26.18% 0.25% — — — — +0.00 161.59 — — —
2016-02 -1.08% +24.23% 0.25% — — — — +0.00 137.68 — — —
2016-01 -2.12% +25.59% 0.25% — — — — +0.00 127.82 — — —
2015-12 -1.15% +28.31% 0.28% — — — — +0.00 122.43 — — —
2015-11 +0.07% +29.80% 0.28% — — — — +0.00 113.59 — — —
2015-10 +2.84% +29.71% 0.28% — — — — +0.00 105.80 — — —
2015-09 -2.15% +26.13% 0.28% — — — — +0.00 93.32 — — —
2015-08 -2.31% +28.90% 0.28% — — — — +0.00 91.03 — — —
2015-07 +1.78% +31.95% 0.28% — — — — +0.00 86.13 — — —
2015-06 -2.03% +29.64% 0.28% — — — — +0.00 78.41 — — —
2015-05 +1.01% +32.33% 0.28% — — — — +0.00 74.42 — — —
2015-04 +0.38% +31.00% 0.28% — — — — +0.00 69.23 — — —
2015-03 +0.79% +30.51% 0.28% — — — — +0.00 64.85 — — —
2015-02 +3.19% +29.49% 0.28% — — — — +0.00 60.39 — — —
2015-01 +0.40% +25.48% 0.28% — — — — +0.00 54.78 — — —
2014-12 -1.05% +24.98% 0.29% — — — — +0.00 50.79 — — —
2014-11 +1.36% +26.31% 0.29% — — — — +0.00 47.53 — — —
2014-10 +0.54% +24.61% 0.29% — — — — +0.00 43.46 — — —
2014-09 +0.61% +23.94% 0.29% — — — — +0.00 40.10 — — —
2014-08 +2.11% +23.19% 0.29% — — — — +0.00 36.48 — — —
2014-07 -0.38% +20.65% 0.29% — — — — +0.00 33.50 — — —
2014-06 +0.34% +21.11% 0.29% — — — — +0.00 30.46 — — —
2014-05 +1.29% +20.70% 0.29% — — — — +0.00 27.56 — — —
2014-04 -0.07% +19.16% 0.29% — — — — +0.00 24.59 — — —
2014-03 +0.73% +19.24% 0.29% — — — — +0.00 22.26 — — —
2014-02 +2.37% +18.38% 0.29% — — — — +0.00 19.56 — — —
2014-01 -0.42% +15.64% 0.29% — — — — +0.00 17.46 — — —
2013-12 -0.10% +16.13% 0.31% — — — — +0.00 15.63 — — —
2013-11 +2.04% +16.24% 0.31% — — — — +0.00 13.92 — — —
2013-10 +1.44% +13.92% 0.31% — — — — +0.00 12.17 — — —
2013-09 +2.62% +12.30% 0.31% — — — — +0.00 10.31 — — —
2013-08 -0.71% +9.43% 0.31% — — — — +0.00 9.46 — — —
2013-07 +2.20% +10.22% 0.31% — — — — +0.00 8.16 — — —
2013-06 -1.46% +7.84% 0.31% — — — — +0.00 6.95 — — —
2013-05 +1.55% +9.44% 0.31% — — — — +0.00 6.28 — — —
2013-04 +0.65% +7.77% 0.31% — — — — +0.00 5.65 — — —
2013-03 +0.87% +7.08% 0.31% — — — — +0.00 5.20 — — —
2013-02 +1.29% +6.15% 0.31% — — — — +0.00 4.62 — — —
2013-01 +1.13% +4.80% 0.31% — — — — +0.00 4.27 — — —
2012-12 -0.42% +3.63% — — — — — +0.00 3.72 — — —
2012-11 +1.04% +4.07% — — — — — +0.00 3.42 — — —
2012-10 +0.65% +3.00% — — — — — +0.00 2.84 — — —
2012-09 +2.33% +2.33% — — — — — +0.00 2.71 — — —

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.