מנורה מבטחים תגמולים ופיצויים מסלול לבני 50 ומטה
נתונים היסטוריים מלאים עבור מנורה מבטחים תגמולים ופיצויים מסלול לבני 50 ומטה, 124 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9793 | שם קרן: מנורה מבטחים תגמולים ופיצויים מסלול לבני 50 ומטה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: מנורה מבטחים החזקות בע"מ | חברה מנהלת: מנורה מבטחים פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מדרגות | תת התמחות: עד 50.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מנורה מבטחים תגמולים ופיצויים מסלול לבני 50 ומטה ישירות למייל.
חודשים בטווח
124
תשואה חודשית אחרונה
+2.42%
תשואה מצטברת מההתחלה
+116.95%
| 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 | +2.42% | +116.95% | 0.39% | -0.12% | 1.16 | 7.03% | +33.01 | 4806.50 | 59.70% | 38.65% | 19.28% |
| 2026-04 | +4.79% | +111.83% | 0.39% | -0.84% | 1.09 | 6.99% | +21.38 | 4662.23 | 59.22% | 38.11% | 18.79% |
| 2026-03 | -3.27% | +102.14% | 0.39% | -0.96% | 0.96 | 6.78% | +7.03 | 4429.93 | 59.99% | 38.23% | 17.14% |
| 2026-02 | +0.86% | +108.98% | 0.39% | -0.72% | 1.28 | 6.56% | +4.36 | 4573.62 | 60.92% | 39.74% | 20.11% |
| 2026-01 | +2.89% | +107.20% | 0.39% | -0.36% | 1.28 | 6.56% | -0.45 | 4531.67 | 59.69% | 40.10% | 20.39% |
| 2025-12 | +1.33% | +101.38% | 0.55% | -0.48% | 1.19 | 6.49% | -18.94 | 4406.41 | 59.21% | 41.30% | 21.67% |
| 2025-11 | +1.61% | +98.73% | 0.55% | -0.36% | 1.18 | 6.52% | -17.36 | 4369.46 | 59.74% | 40.89% | 21.01% |
| 2025-10 | +1.62% | +95.58% | 0.55% | -0.36% | 1.18 | 6.91% | -20.42 | 4318.98 | 59.06% | 41.62% | 21.28% |
| 2025-09 | +2.83% | +92.47% | 0.55% | -0.48% | 1.14 | 6.90% | -17.19 | 4271.90 | 58.73% | 40.81% | 21.76% |
| 2025-08 | +1.33% | +87.17% | 0.55% | -0.60% | 0.99 | 6.94% | -26.01 | 4172.41 | 58.38% | 42.21% | 21.12% |
| 2025-07 | +1.13% | +84.71% | 0.55% | -0.60% | 0.99 | 7.01% | -18.55 | 4144.89 | 58.07% | 43.42% | 21.68% |
| 2025-06 | +3.75% | +82.65% | 0.55% | -0.72% | 1.00 | 7.08% | -15.68 | 4118.11 | 56.72% | 44.11% | 22.07% |
| 2025-05 | +3.04% | +76.05% | 0.55% | +0.00% | 0.85 | 6.98% | -19.17 | 3986.27 | 56.90% | 45.99% | 21.44% |
| 2025-04 | +0.98% | +70.85% | 0.55% | +0.12% | 0.76 | 6.92% | -39.76 | 3888.90 | 59.62% | 49.77% | 21.69% |
| 2025-03 | -1.62% | +69.20% | 0.55% | +0.36% | 0.81 | 7.39% | -20.22 | 3892.08 | 58.35% | 48.71% | 23.44% |
| 2025-02 | -0.55% | +71.98% | 0.55% | -0.48% | 0.65 | 9.29% | -33.33 | 3977.03 | 56.58% | 46.22% | 21.75% |
| 2025-01 | +1.88% | +72.93% | 0.55% | +0.12% | 0.64 | 9.45% | -13.06 | 4033.56 | 57.92% | 48.32% | 24.05% |
| 2024-12 | +0.84% | +69.74% | 0.54% | -0.12% | 0.59 | 9.43% | -7.45 | 1379.90 | 56.63% | 51.36% | 23.93% |
| 2024-11 | +1.96% | +68.33% | 0.54% | +0.12% | 0.59 | 9.43% | -20.66 | 1375.14 | 57.03% | 52.74% | 23.31% |
| 2024-10 | +0.33% | +65.09% | 0.54% | +0.12% | 0.54 | 9.41% | -0.77 | 1369.86 | 55.03% | 53.30% | 24.06% |
| 2024-09 | +1.86% | +64.55% | 0.54% | +0.00% | 0.56 | 9.42% | -2.46 | 1366.85 | 54.95% | 52.45% | 24.75% |
| 2024-08 | +0.97% | +61.54% | 0.54% | — | 0.50 | 9.41% | -1.70 | 1345.10 | 56.07% | 56.07% | 25.35% |
| 2024-07 | +1.35% | +59.99% | 0.54% | +0.12% | 0.50 | 9.43% | -6.54 | 1334.61 | 55.55% | 55.20% | 25.52% |
| 2024-06 | +0.71% | +57.86% | 0.54% | +0.36% | 0.47 | 9.42% | -3.26 | 1323.93 | 55.88% | 48.72% | 26.57% |
| 2024-05 | +1.11% | +56.75% | 0.54% | +0.12% | 0.49 | 9.46% | -6.82 | 1318.48 | 55.53% | 54.14% | 25.46% |
| 2024-04 | -1.28% | +55.03% | 0.54% | +0.24% | 0.45 | 9.48% | -9.04 | 1311.50 | 54.71% | 52.60% | 24.39% |
| 2024-03 | +2.49% | +57.04% | 0.54% | +0.12% | 0.54 | 9.48% | -3.79 | 1338.29 | 56.16% | 53.24% | 26.56% |
| 2024-02 | +2.63% | +53.22% | 0.54% | +0.12% | 0.48 | 9.43% | -0.31 | 1310.12 | 54.79% | 52.47% | 25.78% |
| 2024-01 | +0.10% | +49.30% | 0.54% | +0.24% | 0.41 | 9.39% | -1.28 | 1277.45 | 54.36% | 52.93% | 25.31% |
| 2023-12 | +2.46% | +49.15% | 0.53% | +0.00% | 0.46 | 9.48% | -0.52 | 1278.08 | 54.19% | 45.52% | 24.65% |
| 2023-11 | +3.34% | +45.57% | 0.53% | +0.36% | 0.34 | 9.61% | +3.32 | 1248.50 | 53.09% | 55.31% | 23.45% |
| 2023-10 | -3.17% | +40.86% | 0.53% | +0.48% | 0.25 | 9.52% | -2.68 | 1205.41 | 52.31% | 54.01% | 22.48% |
| 2023-09 | -1.16% | +45.47% | 0.53% | +0.12% | 0.37 | 9.47% | +6.63 | 1248.04 | 52.52% | 45.54% | 19.29% |
| 2023-08 | -0.70% | +47.18% | 0.53% | +0.00% | 0.43 | 9.44% | +3.98 | 1256.54 | 54.19% | 52.78% | 23.55% |
| 2023-07 | +3.30% | +48.22% | 0.53% | +0.00% | 0.49 | 9.44% | +3.07 | 1261.98 | 54.84% | 52.35% | 24.14% |
| 2023-06 | +2.25% | +43.48% | 0.53% | +0.00% | 0.41 | 9.37% | -4.22 | 1219.25 | 54.43% | 43.78% | 23.47% |
| 2023-05 | +0.55% | +40.32% | 0.53% | -0.36% | 0.34 | 9.34% | +9.16 | 1197.07 | 53.24% | 51.91% | 22.34% |
| 2023-04 | +1.85% | +39.56% | 0.53% | -0.48% | 0.33 | 9.34% | +3.99 | 1181.99 | 53.80% | 53.19% | 22.40% |
| 2023-03 | +0.23% | +37.02% | 0.53% | -0.72% | 0.29 | 9.32% | +8.10 | 1157.14 | 53.96% | 47.99% | 22.27% |
| 2023-02 | -2.10% | +36.71% | 0.53% | -0.48% | 0.29 | 9.33% | +2.88 | 1146.88 | 54.04% | 53.40% | 20.94% |
| 2023-01 | +2.52% | +39.64% | 0.53% | -0.36% | 0.37 | 9.30% | +10.83 | 1169.08 | 53.68% | 54.34% | 22.28% |
| 2022-12 | -1.89% | +36.21% | 0.52% | -0.36% | 0.31 | 9.27% | +8.72 | 1130.27 | 53.45% | 54.14% | 20.64% |
| 2022-11 | +1.68% | +38.83% | 0.52% | -0.36% | 0.41 | 9.22% | +9.20 | 1143.63 | 53.90% | 54.64% | 19.40% |
| 2022-10 | +2.46% | +36.54% | 0.52% | -0.84% | 0.37 | 9.20% | +2.95 | 1116.22 | 52.79% | 54.15% | 18.71% |
| 2022-09 | -5.11% | +33.26% | 0.52% | -0.72% | 0.30 | 9.16% | +9.19 | 1087.03 | 52.28% | 54.53% | 17.45% |
| 2022-08 | -1.39% | +40.44% | 0.52% | -0.60% | 0.54 | 8.82% | +11.83 | 1136.71 | 52.11% | 51.59% | 18.01% |
| 2022-07 | +3.58% | +42.42% | 0.52% | -0.60% | 0.61 | 8.78% | -8.90 | 1141.43 | 53.36% | 53.08% | 20.06% |
| 2022-06 | -2.82% | +37.49% | 0.52% | -0.72% | 0.51 | 8.67% | +7.89 | 1111.11 | 52.61% | 39.31% | 15.87% |
| 2022-05 | -2.78% | +41.48% | 0.52% | -0.36% | 0.63 | 8.56% | +9.52 | 1135.69 | 54.52% | 53.84% | 19.75% |
| 2022-04 | -1.84% | +45.53% | 0.52% | -0.60% | 0.78 | 8.43% | +17.82 | 1159.01 | 53.78% | 50.76% | 18.25% |
| 2022-03 | +0.80% | +48.26% | 0.52% | -0.48% | 0.89 | 8.36% | +17.39 | 1163.16 | 53.96% | 38.18% | 21.05% |
| 2022-02 | -0.81% | +47.08% | 0.52% | -0.72% | 0.86 | 8.37% | +8.05 | 1137.09 | 53.89% | 52.70% | 19.53% |
| 2022-01 | -1.65% | +48.28% | 0.52% | -0.48% | 0.91 | 8.35% | -22.76 | 1138.83 | 53.88% | 51.62% | 20.51% |
| 2021-12 | +2.11% | +50.77% | 0.53% | -0.48% | 1.00 | 8.29% | +22.03 | 1181.39 | 51.00% | 35.71% | 19.35% |
| 2021-11 | -0.18% | +47.65% | 0.53% | -0.60% | 0.94 | 8.27% | +12.33 | 1135.79 | 51.12% | 50.02% | 20.91% |
| 2021-10 | +2.56% | +47.92% | 0.53% | -0.36% | 0.96 | 8.26% | +13.70 | 1125.98 | 51.19% | 49.44% | 23.05% |
| 2021-09 | -0.76% | +44.23% | 0.53% | -0.36% | 0.88 | 8.22% | +15.23 | 1084.97 | 50.77% | 39.53% | 21.53% |
| 2021-08 | +1.45% | +45.33% | 0.53% | -0.12% | 0.92 | 8.21% | +18.70 | 1078.46 | 50.76% | 49.39% | 23.09% |
| 2021-07 | +0.43% | +43.25% | 0.53% | +0.12% | 0.87 | 8.21% | -10.31 | 1044.88 | 50.80% | 50.53% | 22.64% |
| 2021-06 | +0.81% | +42.64% | 0.53% | +0.00% | 0.88 | 8.24% | +10.54 | 1051.08 | 49.94% | 42.61% | 23.58% |
| 2021-05 | +1.12% | +41.50% | 0.53% | -0.12% | 0.86 | 8.25% | +11.00 | 1032.77 | 49.74% | 51.31% | 24.25% |
| 2021-04 | +2.42% | +39.93% | 0.53% | +0.12% | 0.83 | 8.25% | +1.96 | 1010.84 | 50.31% | 52.26% | 24.31% |
| 2021-03 | +1.69% | +36.62% | 0.53% | -0.12% | 0.76 | 8.21% | +7.81 | 985.57 | 49.61% | 42.57% | 22.99% |
| 2021-02 | +1.07% | +34.35% | 0.53% | +0.12% | 0.72 | 8.20% | +7.25 | 961.89 | 49.06% | 51.37% | 23.09% |
| 2021-01 | +1.28% | +32.93% | 0.53% | -0.24% | 0.69 | 8.20% | -22.69 | 945.00 | 48.11% | 50.34% | 24.10% |
| 2020-12 | +2.28% | +31.25% | 0.54% | — | — | — | +8.85 | 956.43 | 49.02% | 40.16% | 24.81% |
| 2020-11 | +5.92% | +28.32% | 0.54% | — | — | — | +5.56 | 926.86 | 47.73% | 49.47% | 25.11% |
| 2020-10 | +0.53% | +21.15% | 0.54% | — | — | — | +2.81 | 869.92 | 46.81% | 49.43% | 23.15% |
| 2020-09 | -1.87% | +20.51% | 0.54% | — | — | — | +7.89 | 862.76 | 46.58% | 41.27% | 22.68% |
| 2020-08 | +2.98% | +22.81% | 0.54% | — | — | — | +10.15 | 871.57 | 46.42% | 49.01% | 22.74% |
| 2020-07 | +2.99% | +19.25% | 0.54% | — | — | — | -9.66 | 836.76 | 47.27% | 49.99% | 22.80% |
| 2020-06 | -0.73% | +15.79% | 0.54% | — | — | — | +16.80 | 822.37 | 45.68% | 40.93% | 23.03% |
| 2020-05 | +1.89% | +16.64% | 0.54% | — | — | — | +15.86 | 812.08 | 45.07% | 47.25% | 23.56% |
| 2020-04 | +6.46% | +14.48% | 0.54% | — | — | — | +8.45 | 781.61 | 44.85% | 44.23% | 20.35% |
| 2020-03 | -12.02% | +7.53% | 0.54% | — | — | — | -2.14 | 726.44 | 44.67% | 39.41% | 20.63% |
| 2020-02 | -3.36% | +22.23% | 0.54% | — | — | — | +19.47 | 828.65 | 44.71% | 42.15% | 18.76% |
| 2020-01 | +0.19% | +26.47% | 0.54% | — | — | — | +4.24 | 838.34 | 46.31% | 41.53% | 20.02% |
| 2019-12 | +0.95% | +26.24% | 0.49% | — | — | — | +23.74 | 832.95 | 46.31% | 38.66% | 21.95% |
| 2019-11 | +1.09% | +25.05% | 0.49% | — | — | — | +19.79 | 801.88 | 44.94% | 40.17% | 22.09% |
| 2019-10 | +1.43% | +23.70% | 0.49% | — | — | — | +12.31 | 773.98 | 45.51% | 40.44% | 21.40% |
| 2019-09 | +1.58% | +21.95% | 0.49% | — | — | — | +17.85 | 751.24 | 45.10% | 37.16% | 21.17% |
| 2019-08 | -0.90% | +20.06% | 0.49% | — | — | — | +29.28 | 722.25 | 43.86% | 39.06% | 22.69% |
| 2019-07 | +0.62% | +21.15% | 0.49% | — | — | — | +10.51 | 699.57 | 43.65% | 39.19% | 22.18% |
| 2019-06 | +2.28% | +20.40% | 0.49% | — | — | — | +23.59 | 685.14 | 44.24% | 37.18% | 25.56% |
| 2019-05 | -1.19% | +17.72% | 0.49% | — | — | — | +18.80 | 647.02 | 44.20% | 40.16% | 22.48% |
| 2019-04 | +2.05% | +19.14% | 0.49% | — | — | — | +15.24 | 636.11 | 44.07% | 40.84% | 23.15% |
| 2019-03 | +0.66% | +16.74% | 0.49% | — | — | — | -38.66 | 608.67 | 45.92% | 38.48% | 25.82% |
| 2019-02 | +1.37% | +15.98% | 0.49% | — | — | — | +64.12 | 643.55 | 44.50% | 40.03% | 23.72% |
| 2019-01 | +3.30% | +14.41% | 0.49% | — | — | — | +14.38 | 571.21 | 44.45% | 38.71% | 22.59% |
| 2018-12 | -3.60% | +10.75% | 0.48% | — | — | — | +24.97 | 539.09 | 43.86% | 35.29% | 22.85% |
| 2018-11 | +0.70% | +14.89% | 0.48% | — | — | — | +17.79 | 534.01 | 44.80% | 40.42% | 24.21% |
| 2018-10 | -2.40% | +14.09% | 0.48% | — | — | — | +16.84 | 512.97 | 43.45% | 39.54% | 21.78% |
| 2018-09 | -0.04% | +16.90% | 0.48% | — | — | — | +10.78 | 508.65 | 43.45% | 35.31% | 21.12% |
| 2018-08 | +1.29% | +16.94% | 0.48% | — | — | — | +25.55 | 498.24 | 44.47% | 39.15% | 21.90% |
| 2018-07 | +1.67% | +15.45% | 0.48% | — | — | — | +16.38 | 466.65 | 45.20% | 41.74% | 22.82% |
| 2018-06 | -0.49% | +13.56% | 0.48% | — | — | — | +19.14 | 442.98 | 43.35% | 37.73% | 21.48% |
| 2018-05 | -0.11% | +14.12% | 0.48% | — | — | — | +20.46 | 426.32 | 42.32% | 40.23% | 21.23% |
| 2018-04 | +0.84% | +14.24% | 0.48% | — | — | — | +14.42 | 406.57 | 44.31% | 41.84% | 23.00% |
| 2018-03 | -0.78% | +13.29% | 0.48% | — | — | — | +17.05 | 389.03 | 42.95% | 37.66% | 21.10% |
| 2018-02 | -1.36% | +14.18% | 0.48% | — | — | — | +18.03 | 375.20 | 44.19% | 40.54% | 19.45% |
| 2018-01 | +1.89% | +15.76% | 0.48% | — | — | — | +13.04 | 362.25 | 44.76% | 39.96% | 19.67% |
| 2017-12 | +0.79% | +13.61% | 0.50% | — | — | — | +16.56 | 342.82 | 42.80% | 34.89% | 20.72% |
| 2017-11 | +0.72% | +12.72% | 0.50% | — | — | — | +15.07 | 323.76 | 44.40% | 38.45% | 21.37% |
| 2017-10 | +1.25% | +11.91% | 0.50% | — | — | — | +12.38 | 306.54 | 44.77% | 38.58% | 20.60% |
| 2017-09 | +0.66% | +10.53% | 0.50% | — | — | — | +10.25 | 290.58 | 44.49% | 35.80% | 19.56% |
| 2017-08 | +0.58% | +9.81% | 0.50% | — | — | — | +16.21 | 278.55 | 43.63% | 38.35% | 20.17% |
| 2017-07 | +1.28% | +9.17% | 0.50% | — | — | — | +5.85 | 260.82 | 44.76% | 39.36% | 20.17% |
| 2017-06 | -0.47% | +7.79% | 0.50% | — | — | — | +11.54 | 251.84 | 43.87% | 35.00% | 19.29% |
| 2017-05 | +1.12% | +8.30% | 0.50% | — | — | — | +9.33 | 241.55 | 45.02% | 37.67% | 22.23% |
| 2017-04 | +0.95% | +7.10% | 0.50% | — | — | — | +12.95 | 229.79 | 44.38% | 36.35% | 21.74% |
| 2017-03 | -0.07% | +6.10% | 0.50% | — | — | — | +17.15 | 214.84 | 42.62% | 35.72% | 20.42% |
| 2017-02 | +0.70% | +6.17% | 0.50% | — | — | — | +13.68 | 197.87 | 42.77% | 35.04% | 19.44% |
| 2017-01 | -0.27% | +5.43% | 0.50% | — | — | — | +17.13 | 183.02 | 43.02% | 35.97% | 21.77% |
| 2016-12 | +1.13% | +5.72% | — | — | — | — | +17.57 | 166.50 | 43.76% | 35.39% | 23.15% |
| 2016-11 | +0.44% | +4.54% | — | — | — | — | +11.02 | 147.29 | 44.59% | 36.18% | 22.33% |
| 2016-10 | -0.04% | +4.08% | — | — | — | — | +7.87 | 135.69 | 40.64% | 33.34% | 24.96% |
| 2016-09 | -0.53% | +4.12% | — | — | — | — | +15.84 | 127.93 | 41.24% | 32.06% | 23.32% |
| 2016-08 | -0.16% | +4.67% | — | — | — | — | +14.34 | 112.78 | 40.20% | 31.69% | 22.04% |
| 2016-07 | +2.22% | +4.84% | — | — | — | — | +14.19 | 98.66 | 39.76% | 31.26% | 20.13% |
| 2016-06 | -0.40% | +2.57% | — | — | — | — | +13.34 | 82.60 | 40.80% | 31.23% | 21.50% |
| 2016-05 | +0.58% | +2.98% | — | — | — | — | +7.44 | 69.58 | 41.12% | 33.60% | 22.06% |
| 2016-04 | +0.90% | +2.38% | — | — | — | — | +13.39 | 61.74 | 38.35% | 32.13% | 25.48% |
| 2016-03 | +1.47% | +1.47% | — | — | — | — | +15.06 | 47.94 | 38.99% | 32.06% | 23.51% |
| 2016-02 | +0.00% | +0.00% | — | — | — | — | +9.47 | 32.47 | 43.46% | 36.22% | 28.67% |
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.