נתונים היסטוריים · גמל

מנורה מבטחים תגמולים ופיצויים מסלול לבני 50 עד 60

נתונים היסטוריים מלאים עבור מנורה מבטחים תגמולים ופיצויים מסלול לבני 50 עד 60, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 9792 | שם קרן: מנורה מבטחים תגמולים ופיצויים מסלול לבני 50 עד 60 | 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: 50-60.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 125
תשואה חודשית אחרונה +2.17%
תשואה מצטברת מההתחלה +97.05%
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 +2.17% +97.05% 0.59% +0.00% 1.08 5.87% +64.24 5358.34 49.90% 38.62% 18.24%
2026-04 +3.94% +92.87% 0.59% -0.60% 1.01 5.84% +54.95 5183.99 49.61% 37.76% 18.37%
2026-03 -2.81% +85.56% 0.59% -0.72% 0.88 5.67% +41.35 4936.66 49.37% 36.92% 16.33%
2026-02 +0.81% +90.92% 0.59% -0.48% 1.22 5.48% +19.29 5039.64 50.77% 38.71% 19.37%
2026-01 +2.23% +89.39% 0.59% -0.24% 1.21 5.48% +19.72 4982.27 49.78% 38.80% 19.95%
2025-12 +1.02% +85.26% 0.61% -0.36% 1.14 5.44% +13.50 4856.78 49.07% 39.68% 21.54%
2025-11 +1.37% +83.39% 0.61% -0.24% 1.13 5.47% +5.24 4797.11 48.87% 39.32% 20.62%
2025-10 +1.37% +80.91% 0.61% -0.24% 1.14 5.79% -4.90 4729.55 48.23% 39.87% 20.67%
2025-09 +2.34% +78.46% 0.61% -0.36% 1.09 5.78% -8.49 4672.69 48.01% 39.88% 21.72%
2025-08 +1.14% +74.38% 0.61% -0.36% 0.95 5.81% -4.27 4576.58 47.61% 40.26% 20.07%
2025-07 +0.95% +72.42% 0.61% -0.36% 0.96 5.88% -19.47 4531.36 47.54% 39.67% 20.45%
2025-06 +3.06% +70.79% 0.61% -0.36% 0.97 5.93% -21.80 4510.17 46.44% 40.00% 20.61%
2025-05 +2.33% +65.72% 0.61% +0.12% 0.82 5.87% -28.73 4399.81 46.33% 41.79% 19.70%
2025-04 +0.98% +61.95% 0.61% +0.12% 0.74 5.83% -121.92 4329.76 49.46% 46.26% 20.59%
2025-03 -1.26% +60.38% 0.61% +0.24% 0.77 6.17% -15.20 4412.57 47.61% 45.17% 22.18%
2025-02 -0.39% +62.42% 0.61% -0.60% 0.60 7.85% -12.21 4485.45 46.26% 42.67% 21.75%
2025-01 +1.44% +63.06% 0.61% +0.12% 0.61 7.95% -36.89 4517.44 47.67% 45.21% 23.94%
2024-12 +0.73% +60.75% 0.61% +0.00% 0.57 7.93% -32.73 4387.95 46.27% 45.09% 23.10%
2024-11 +1.72% +59.58% 0.61% +0.12% 0.56 7.94% -34.21 4387.11 46.69% 46.93% 20.50%
2024-10 +0.17% +56.88% 0.61% +0.12% 0.51 7.92% -20.58 4348.74 45.54% 50.44% 23.82%
2024-09 +1.57% +56.62% 0.61% +0.00% 0.55 7.92% -22.50 4363.88 45.75% 49.46% 24.27%
2024-08 +0.76% +54.19% 0.61% 0.49 7.91% -23.36 4321.00 45.94% 51.52% 24.45%
2024-07 +1.24% +53.03% 0.61% +0.24% 0.49 7.93% -14.19 4314.05 45.58% 50.79% 24.61%
2024-06 +0.50% +51.16% 0.61% +0.36% 0.46 7.92% -24.23 4277.38 45.88% 46.35% 25.40%
2024-05 +1.03% +50.41% 0.61% +0.24% 0.48 7.94% -21.01 4282.34 45.35% 50.04% 24.59%
2024-04 -1.20% +48.87% 0.61% +0.36% 0.44 7.95% -5.84 4261.51 44.69% 48.92% 23.69%
2024-03 +2.17% +50.68% 0.61% +0.24% 0.55 7.93% -25.33 4321.30 46.04% 49.11% 25.62%
2024-02 +2.13% +47.48% 0.61% +0.24% 0.48 7.89% -20.09 4256.59 45.08% 48.61% 24.82%
2024-01 +0.13% +44.40% 0.61% +0.36% 0.42 7.86% -28.12 4189.61 44.60% 49.64% 24.67%
2023-12 +2.17% +44.22% 0.60% +0.24% 0.47 7.91% -2.16 4214.50 44.65% 43.73% 22.95%
2023-11 +2.68% +41.15% 0.60% +0.48% 0.35 7.99% -7.19 4129.59 43.64% 52.62% 22.30%
2023-10 -2.55% +37.47% 0.60% +0.60% 0.26 7.92% -9.18 4030.71 42.81% 50.97% 21.49%
2023-09 -1.03% +41.07% 0.60% +0.48% 0.39 7.86% -3.57 4147.54 43.12% 43.69% 16.89%
2023-08 -0.54% +42.53% 0.60% +0.36% 0.46 7.84% -18.76 4196.49 44.86% 49.99% 22.45%
2023-07 +2.80% +43.31% 0.60% +0.36% 0.53 7.83% -19.75 4240.56 45.59% 49.95% 23.01%
2023-06 +1.88% +39.41% 0.60% +0.24% 0.44 7.77% -15.01 4146.58 45.27% 44.06% 22.64%
2023-05 +0.64% +36.83% 0.60% +0.00% 0.38 7.74% -12.26 4086.96 44.09% 49.77% 21.79%
2023-04 +1.60% +35.96% 0.60% +0.00% 0.37 7.74% -16.75 4075.21 44.16% 51.31% 21.37%
2023-03 +0.03% +33.82% 0.60% -0.24% 0.33 7.72% -22.53 4029.52 44.11% 46.80% 21.21%
2023-02 -1.67% +33.78% 0.60% +0.12% 0.34 7.73% -16.19 4052.78 43.67% 50.20% 20.31%
2023-01 +2.20% +36.05% 0.60% +0.24% 0.43 7.69% -15.55 4139.99 43.81% 50.91% 20.44%
2022-12 -1.53% +33.12% 0.62% +0.24% 0.36 7.66% -19.22 4068.30 43.43% 50.47% 19.39%
2022-11 +1.52% +35.19% 0.62% +0.36% 0.46 7.61% -20.61 4153.25 44.85% 52.34% 19.16%
2022-10 +2.07% +33.17% 0.62% -0.12% 0.42 7.60% -5.71 4113.77 43.51% 50.04% 19.01%
2022-09 -4.36% +30.47% 0.62% -0.12% 0.35 7.56% -9.69 4037.91 43.17% 49.92% 17.69%
2022-08 -1.35% +36.42% 0.62% +0.12% 0.60 7.26% -0.18 4233.52 42.86% 47.10% 17.95%
2022-07 +2.96% +38.28% 0.62% +0.12% 0.69 7.21% -5.80 4293.61 43.47% 48.16% 19.55%
2022-06 -2.23% +34.31% 0.62% +0.00% 0.59 7.13% -3.48 4178.33 42.80% 37.13% 16.42%
2022-05 -2.57% +37.37% 0.62% +0.36% 0.71 7.04% -11.99 4279.40 44.12% 49.09% 19.51%
2022-04 -1.25% +40.99% 0.62% +0.12% 0.88 6.91% +5.72 4407.02 43.53% 46.00% 18.30%
2022-03 +0.85% +42.78% 0.62% +0.12% 0.97 6.87% -2.39 4459.25 44.53% 36.27% 20.84%
2022-02 -0.78% +41.58% 0.62% +0.00% 0.94 6.87% -8.83 4426.29 44.15% 47.85% 19.92%
2022-01 -1.43% +42.69% 0.62% +0.12% 1.00 6.84% -30.75 4472.19 42.66% 46.56% 20.59%
2021-12 +1.79% +44.76% 0.64% +0.12% 1.10 6.79% -0.95 4569.89 40.38% 33.72% 19.92%
2021-11 +0.11% +42.21% 0.64% +0.00% 1.04 6.77% -11.55 4493.39 40.04% 45.68% 21.39%
2021-10 +2.12% +42.06% 0.64% +0.24% 1.06 6.77% -13.57 4502.35 40.33% 44.93% 22.41%
2021-09 -0.44% +39.11% 0.64% +0.24% 0.98 6.73% +2.71 4424.79 40.22% 37.83% 21.73%
2021-08 +1.40% +39.72% 0.64% +0.48% 1.00 6.74% -22.03 4443.76 40.82% 45.67% 23.14%
2021-07 +0.41% +37.79% 0.64% +0.60% 0.95 6.73% -22.92 4406.73 40.69% 46.02% 22.52%
2021-06 +0.83% +37.23% 0.64% +0.60% 0.96 6.76% -29.84 4413.67 40.56% 39.52% 22.38%
2021-05 +1.34% +36.10% 0.64% +0.48% 0.93 6.77% -24.55 4409.35 39.95% 45.71% 23.06%
2021-04 +1.94% +34.30% 0.64% +0.60% 0.89 6.76% -18.01 4377.72 39.80% 45.82% 22.74%
2021-03 +1.85% +31.75% 0.64% +0.48% 0.83 6.73% -36.92 4314.57 39.76% 38.17% 22.00%
2021-02 +0.84% +29.35% 0.64% +0.48% 0.77 6.71% -28.28 4274.99 39.38% 45.34% 22.48%
2021-01 +1.23% +28.28% 0.64% +0.12% 0.73 6.72% -23.39 4269.46 39.93% 45.13% 25.02%
2020-12 +1.83% +26.72% 0.65% +0.24% 0.67 6.75% -41.88 4243.40 39.01% 37.63% 24.36%
2020-11 +4.95% +24.44% 0.65% -38.55 4211.82 37.95% 44.05% 23.32%
2020-10 +0.43% +18.57% 0.65% -38.16 4052.67 36.33% 43.24% 21.55%
2020-09 -1.48% +18.06% 0.65% -29.08 4076.77 35.81% 36.72% 21.25%
2020-08 +2.64% +19.84% 0.65% -36.07 4169.93 35.30% 42.49% 21.72%
2020-07 +2.45% +16.75% 0.65% -38.47 4100.30 36.13% 42.70% 21.72%
2020-06 -0.89% +13.96% 0.65% -15.72 4042.38 34.82% 36.37% 20.59%
2020-05 +1.19% +14.98% 0.65% +0.11 4096.71 35.06% 40.42% 20.22%
2020-04 +5.13% +13.63% 0.65% -5.52 4050.43 35.23% 39.37% 19.21%
2020-03 -10.32% +8.09% 0.65% -51.23 3860.24 34.14% 35.78% 19.41%
2020-02 -2.40% +20.53% 0.65% -17.28 4363.96 34.29% 37.54% 19.24%
2020-01 +0.21% +23.49% 0.65% -19.73 4491.27 35.22% 37.26% 20.45%
2019-12 +0.85% +23.23% 0.64% -1.22 4504.09 34.92% 35.29% 22.26%
2019-11 +0.71% +22.19% 0.64% +7.84 4470.28 32.67% 35.02% 21.36%
2019-10 +1.12% +21.33% 0.64% +1.95 4434.24 32.56% 35.25% 21.59%
2019-09 +1.28% +19.99% 0.64% +8.67 4385.73 31.69% 32.99% 21.49%
2019-08 -0.61% +18.47% 0.64% +3.17 4324.38 30.90% 33.86% 21.53%
2019-07 +0.53% +19.20% 0.64% -2.13 4350.24 31.72% 34.71% 22.53%
2019-06 +1.70% +18.57% 0.64% -0.53 4331.83 31.52% 33.33% 24.62%
2019-05 -0.57% +16.59% 0.64% -7.53 4262.16 30.72% 33.87% 22.49%
2019-04 +1.53% +17.26% 0.64% +19.25 4296.58 31.60% 34.61% 23.06%
2019-03 +0.66% +15.49% 0.64% +126.10 4215.15 31.13% 32.73% 23.82%
2019-02 +1.14% +14.73% 0.64% -98.57 4064.25 31.18% 34.45% 22.90%
2019-01 +2.43% +13.44% 0.64% +32.11 4119.89 30.71% 33.84% 22.79%
2018-12 -2.60% +10.75% 0.71% +14.12 3992.25 30.41% 32.08% 22.64%
2018-11 +0.49% +13.70% 0.71% +9.75 4085.93 31.68% 34.84% 23.21%
2018-10 -1.59% +13.15% 0.71% +17.98 4058.72 30.78% 34.32% 22.94%
2018-09 +0.02% +14.98% 0.71% +15.67 4105.76 31.76% 32.16% 22.10%
2018-08 +1.18% +14.95% 0.71% +27.59 4090.59 32.22% 34.45% 22.65%
2018-07 +1.19% +13.61% 0.71% +31.21 4022.34 32.12% 35.64% 23.40%
2018-06 -0.14% +12.28% 0.71% +8.33 3945.33 31.75% 32.67% 22.40%
2018-05 +0.11% +12.43% 0.71% -4.43 3943.23 32.15% 34.41% 22.46%
2018-04 +0.89% +12.31% 0.71% +0.55 3947.31 32.07% 34.23% 21.83%
2018-03 -0.34% +11.32% 0.71% +6.29 3914.35 30.89% 30.90% 20.53%
2018-02 -0.87% +11.70% 0.71% -4.71 3923.81 32.39% 33.43% 20.70%
2018-01 +1.30% +12.68% 0.71% -3.37 3965.29 32.19% 30.98% 20.11%
2017-12 +0.80% +11.23% 0.79% -9.57 3590.83 34.00% 29.28% 21.37%
2017-11 +0.72% +10.35% 0.79% -10.62 3574.96 31.08% 30.55% 21.05%
2017-10 +1.01% +9.56% 0.79% +1.38 3562.43 30.73% 30.07% 20.73%
2017-09 +0.39% +8.47% 0.79% -4.12 3527.77 30.09% 27.33% 19.87%
2017-08 +0.67% +8.05% 0.79% -6.19 3520.33 29.55% 29.54% 20.48%
2017-07 +1.10% +7.33% 0.79% -4.51 3505.52 29.44% 28.88% 20.10%
2017-06 -0.63% +6.16% 0.79% +0.11 3474.44 29.20% 26.62% 18.53%
2017-05 +1.00% +6.83% 0.79% -0.73 3498.41 29.89% 29.07% 20.22%
2017-04 +1.00% +5.77% 0.79% +1.88 3466.70 30.23% 29.28% 20.16%
2017-03 +0.28% +4.73% 0.79% -0.73 3433.38 30.24% 27.78% 18.57%
2017-02 +0.41% +4.43% 0.79% -2.30 3426.63 29.85% 28.14% 18.71%
2017-01 +0.08% +4.01% 0.79% -16.24 3417.48 30.33% 29.20% 20.38%
2016-12 +0.97% +3.93% +2.98 3434.25 29.80% 28.45% 20.48%
2016-11 +0.50% +2.93% -7.96 3400.58 30.89% 29.04% 19.98%
2016-10 +0.25% +2.41% +8.39 3395.02 29.80% 28.94% 19.87%
2016-09 -0.62% +2.16% +1.86 3380.33 29.98% 28.98% 20.08%
2016-08 +0.07% +2.80% +3.59 3401.72 30.08% 28.23% 20.20%
2016-07 +2.07% +2.72% -2.56 3397.81 29.60% 28.22% 20.18%
2016-06 -0.33% +0.64% +1.80 3334.11 29.35% 27.73% 20.02%
2016-05 +0.58% +0.97% -0.37 3345.35 29.00% 28.26% 20.57%
2016-04 +1.02% +0.39% +4.23 3328.66 27.99% 27.02% 20.11%
2016-03 +0.98% -0.62% +9.21 3293.23 27.96% 27.64% 20.65%
2016-02 -0.35% -1.59% +2.15 3254.28 30.35% 27.56% 20.44%
2016-01 -1.24% -1.24% -85.87 3265.83 30.44% 27.96% 20.32%

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.