חודשים בטווח
71
נתונים היסטוריים · קרנות השתלמות
מור קרן השתלמות לשכירים ולעצמאים - אשראי ואג"ח עם מניות (עד 25% מניות)
נתונים היסטוריים מלאים עבור מור קרן השתלמות לשכירים ולעצמאים - אשראי ואג"ח עם מניות (עד 25% מניות), 71 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 12956 | שם קרן: מור קרן השתלמות לשכירים ולעצמאים - אשראי ואג"ח עם מניות (עד 25% מניות) | סיווג קרן: קרנות השתלמות | חברה שולטת: י.ד מור השקעות בע"מ | חברה מנהלת: מור גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מתמחים בניהול אקטיבי | תת התמחות: אשראי ואג"ח.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מור קרן השתלמות לשכירים ולעצמאים - אשראי ואג"ח עם מניות (עד 25% מניות) ישירות למייל.
תשואה חודשית אחרונה
+0.90%
תשואה מצטברת מההתחלה
+54.46%
| 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 | +0.90% | +54.46% | 0.68% | +1.20% | 1.23 | 3.07% | -12.42 | 1517.22 | 26.61% | 32.11% | 16.19% |
| 2026-04 | +1.72% | +53.08% | 0.68% | +1.08% | 1.21 | 3.08% | -5.79 | 1517.06 | 25.98% | 31.29% | 16.00% |
| 2026-03 | -0.80% | +50.49% | 0.68% | +1.08% | 1.12 | 3.04% | -6.98 | 1498.31 | 25.01% | 31.96% | 15.86% |
| 2026-02 | +0.48% | +51.70% | 0.68% | +1.08% | 1.37 | 3.01% | -7.54 | 1519.62 | 25.89% | 31.31% | 15.86% |
| 2026-01 | +0.98% | +50.98% | 0.68% | +1.20% | 1.37 | 3.01% | -10.28 | 1519.53 | 25.48% | 31.20% | 15.72% |
| 2025-12 | +0.20% | +49.51% | 0.69% | +1.20% | 1.34 | 3.02% | +9.74 | 1517.17 | 24.79% | 28.58% | 17.78% |
| 2025-11 | +0.68% | +49.21% | 0.69% | +1.32% | 1.42 | 3.06% | +3.61 | 1506.13 | 24.96% | 29.07% | 18.25% |
| 2025-10 | +0.62% | +48.21% | 0.69% | +1.44% | 1.44 | 3.23% | +5.88 | 1493.13 | 25.40% | 29.17% | 20.37% |
| 2025-09 | +1.11% | +47.29% | 0.69% | +1.44% | 1.43 | 3.24% | +11.16 | 1477.93 | 24.95% | 29.16% | 19.59% |
| 2025-08 | +0.79% | +45.68% | 0.69% | +1.68% | 1.35 | 3.24% | +3.51 | 1453.03 | 24.48% | 29.05% | 19.48% |
| 2025-07 | +0.74% | +44.53% | 0.69% | +1.68% | 1.35 | 3.28% | +6.14 | 1438.62 | 24.72% | 29.19% | 19.51% |
| 2025-06 | +1.54% | +43.47% | 0.69% | +1.68% | 1.37 | 3.52% | +17.58 | 1423.46 | 23.94% | 28.81% | 19.47% |
| 2025-05 | +0.98% | +41.30% | 0.69% | — | — | — | +0.97 | 1384.11 | 24.47% | 30.45% | 20.27% |
| 2025-04 | +0.76% | +39.93% | 0.69% | — | — | — | +16.59 | 1371.51 | 23.70% | 30.56% | 24.04% |
| 2025-03 | +0.15% | +38.87% | 0.69% | — | — | — | +2.31 | 1345.69 | 24.04% | 31.44% | 25.27% |
| 2025-02 | +0.41% | +38.66% | 0.69% | — | — | — | -5.70 | 1342.98 | 23.96% | 30.66% | 24.19% |
| 2025-01 | +0.87% | +38.10% | 0.69% | — | — | — | -6.31 | 1342.41 | 23.60% | 30.84% | 24.49% |
| 2024-12 | +0.52% | +36.91% | 0.70% | — | — | — | -5.94 | 1337.25 | 23.16% | 31.06% | 25.08% |
| 2024-11 | +1.12% | +36.20% | 0.70% | — | — | — | -4.62 | 1336.78 | 23.51% | 31.21% | 25.95% |
| 2024-10 | +0.14% | +34.69% | 0.70% | — | — | — | -3.98 | 1329.42 | 22.79% | 31.10% | 27.15% |
| 2024-09 | +1.48% | +34.50% | 0.70% | — | — | — | -5.66 | 1331.57 | 22.61% | 29.63% | 27.35% |
| 2024-08 | +0.79% | +32.54% | 0.70% | — | — | — | +4.62 | 1319.05 | 22.24% | 30.36% | 26.36% |
| 2024-07 | +1.25% | +31.50% | 0.70% | — | — | — | -0.53 | 1303.62 | 22.49% | 31.11% | 26.75% |
| 2024-06 | +0.56% | +29.88% | 0.70% | — | — | — | +1.72 | 1289.16 | 22.55% | 31.28% | 26.42% |
| 2024-05 | +0.60% | +29.15% | 0.70% | — | — | — | +5.25 | 1280.05 | 22.59% | 30.71% | 25.75% |
| 2024-04 | -0.71% | +28.38% | 0.70% | — | — | — | +3.37 | 1268.52 | 22.93% | 30.77% | 24.97% |
| 2024-03 | +1.76% | +29.30% | 0.70% | — | — | — | +6.76 | 1274.11 | 24.50% | 31.74% | 24.80% |
| 2024-02 | +1.17% | +27.06% | 0.70% | — | — | — | +2.65 | 1246.45 | 24.10% | 30.44% | 24.03% |
| 2024-01 | +0.41% | +25.59% | 0.70% | — | — | — | +2.29 | 1229.15 | 24.08% | 31.25% | 24.00% |
| 2023-12 | +1.77% | +25.08% | 0.69% | — | — | — | +13.10 | 1223.44 | 23.74% | 31.68% | 23.91% |
| 2023-11 | +2.21% | +22.91% | 0.69% | — | — | — | -3.24 | 1189.21 | 24.03% | 30.75% | 22.61% |
| 2023-10 | -1.21% | +20.25% | 0.69% | — | — | — | +11.66 | 1168.36 | 22.67% | 33.73% | 22.75% |
| 2023-09 | -0.82% | +21.72% | 0.69% | — | — | — | +7.07 | 1171.50 | 21.21% | 31.23% | 23.15% |
| 2023-08 | +0.48% | +22.73% | 0.69% | — | — | — | +11.21 | 1175.21 | 21.91% | 31.09% | 23.72% |
| 2023-07 | +1.54% | +22.14% | 0.69% | — | — | — | -0.39 | 1158.34 | 22.51% | 30.23% | 23.91% |
| 2023-06 | +1.15% | +20.29% | 0.69% | — | — | — | +11.36 | 1142.69 | 21.65% | 29.37% | 23.01% |
| 2023-05 | +1.06% | +18.92% | 0.69% | — | — | — | +33.19 | 1118.13 | 21.66% | 28.94% | 22.20% |
| 2023-04 | +1.42% | +17.67% | 0.69% | — | — | — | +29.07 | 1075.18 | 22.01% | 29.02% | 22.56% |
| 2023-03 | +0.39% | +16.03% | 0.69% | — | — | — | +44.72 | 1031.91 | 21.88% | 28.45% | 22.30% |
| 2023-02 | -0.82% | +15.58% | 0.69% | — | — | — | +68.31 | 983.13 | 19.17% | 23.58% | 17.51% |
| 2023-01 | +1.30% | +16.53% | 0.69% | — | — | — | +95.27 | 924.19 | 18.73% | 23.70% | 15.66% |
| 2022-12 | -0.59% | +15.04% | 0.69% | — | — | — | +80.97 | 818.30 | 18.00% | 21.07% | 14.69% |
| 2022-11 | +0.55% | +15.72% | 0.69% | — | — | — | +65.23 | 741.64 | 20.28% | 22.81% | 16.12% |
| 2022-10 | +1.08% | +15.09% | 0.69% | — | — | — | +37.96 | 672.58 | 22.04% | 23.47% | 16.16% |
| 2022-09 | -1.90% | +13.86% | 0.69% | — | — | — | +35.80 | 627.53 | 21.26% | 22.84% | 15.40% |
| 2022-08 | -0.74% | +16.06% | 0.69% | — | — | — | +58.45 | 603.58 | 21.85% | 21.92% | 14.91% |
| 2022-07 | +1.59% | +16.93% | 0.69% | — | — | — | +50.63 | 549.49 | 23.03% | 23.79% | 16.48% |
| 2022-06 | -0.77% | +15.10% | 0.69% | — | — | — | +42.28 | 490.60 | 22.37% | 23.59% | 15.20% |
| 2022-05 | -1.41% | +15.99% | 0.69% | — | — | — | +33.00 | 451.49 | 22.53% | 23.47% | 15.31% |
| 2022-04 | -0.35% | +17.65% | 0.69% | — | — | — | +28.85 | 425.54 | 23.96% | 24.51% | 16.13% |
| 2022-03 | +0.26% | +18.06% | 0.69% | — | — | — | +44.25 | 398.06 | 24.34% | 23.93% | 15.70% |
| 2022-02 | -0.77% | +17.76% | 0.69% | — | — | — | +23.47 | 352.21 | 24.16% | 23.20% | 15.60% |
| 2022-01 | -0.92% | +18.67% | 0.69% | — | — | — | +18.10 | 331.83 | 23.58% | 22.23% | 25.99% |
| 2021-12 | +0.97% | +19.77% | — | — | — | — | +21.57 | 317.17 | 24.39% | 22.39% | 27.23% |
| 2021-11 | +0.33% | +18.62% | — | — | — | — | +15.86 | 292.57 | 23.63% | 22.26% | 26.92% |
| 2021-10 | +1.08% | +18.23% | — | — | — | — | +25.97 | 276.23 | 25.26% | 21.62% | 26.59% |
| 2021-09 | -0.09% | +16.97% | — | — | — | — | +9.77 | 248.11 | 24.37% | 20.28% | 25.69% |
| 2021-08 | +0.75% | +17.07% | — | — | — | — | +20.57 | 238.41 | 24.98% | 21.99% | 26.87% |
| 2021-07 | +0.40% | +16.20% | — | — | — | — | +10.97 | 215.94 | 25.66% | 22.26% | 27.58% |
| 2021-06 | +0.49% | +15.74% | — | — | — | — | +17.08 | 204.07 | 25.10% | 21.28% | 25.69% |
| 2021-05 | +0.95% | +15.17% | — | — | — | — | +9.75 | 186.03 | 26.09% | 20.31% | 25.54% |
| 2021-04 | +1.26% | +14.09% | — | — | — | — | +13.09 | 174.78 | 24.24% | 19.60% | 24.72% |
| 2021-03 | +1.32% | +12.67% | — | — | — | — | +23.64 | 159.59 | 23.17% | 18.35% | 22.56% |
| 2021-02 | +0.16% | +11.20% | — | — | — | — | +18.82 | 134.02 | 21.96% | 15.18% | 18.18% |
| 2021-01 | +1.06% | +11.03% | — | — | — | — | +20.33 | 115.10 | 22.91% | 15.44% | 19.70% |
| 2020-12 | +1.68% | +9.86% | — | — | — | — | +14.57 | 93.80 | 24.26% | 16.39% | 21.10% |
| 2020-11 | +2.86% | +8.05% | — | — | — | — | +18.09 | 77.81 | 22.93% | 15.87% | 23.54% |
| 2020-10 | +0.10% | +5.04% | — | — | — | — | +17.27 | 57.93 | 21.53% | 14.86% | 26.81% |
| 2020-09 | -0.21% | +4.94% | — | — | — | — | +10.83 | 40.78 | 18.83% | 12.90% | 20.11% |
| 2020-08 | +1.66% | +5.16% | — | — | — | — | +17.04 | 29.99 | 15.94% | 10.04% | 10.20% |
| 2020-07 | +3.44% | +3.44% | — | — | — | — | +7.15 | 12.62 | 12.68% | 1.74% | 3.72% |
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.