נתונים היסטוריים · גמל

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 מדדים
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.