חודשים בטווח
125
מיטב גמל לבני 50 ומטה
נתונים היסטוריים מלאים עבור מיטב גמל לבני 50 ומטה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7215 | שם קרן: מיטב גמל לבני 50 ומטה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: מיטב דש השקעות בע"מ | חברה מנהלת: מיטב גמל ופנסיה 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 מיטב גמל לבני 50 ומטה ישירות למייל.
תשואה חודשית אחרונה
+2.07%
תשואה מצטברת מההתחלה
+124.72%
| 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 | +2.07% | +124.72% | 0.57% | +1.08% | 1.22 | 6.85% | +163.52 | 5722.57 | 56.44% | 47.84% | 19.52% |
| 2026-04 | +4.69% | +120.16% | 0.57% | +0.48% | 1.16 | 6.83% | +148.68 | 5448.45 | 55.67% | 49.46% | 20.09% |
| 2026-03 | -2.93% | +110.30% | 0.57% | +0.36% | 1.04 | 6.64% | +244.38 | 5064.38 | 55.17% | 50.24% | 19.03% |
| 2026-02 | +0.75% | +116.64% | 0.57% | +0.60% | 1.35 | 6.46% | +181.98 | 4971.41 | 55.17% | 50.45% | 20.43% |
| 2026-01 | +2.51% | +115.03% | 0.57% | +0.84% | 1.36 | 6.46% | +161.88 | 4756.10 | 55.13% | 47.15% | 20.38% |
| 2025-12 | +1.39% | +109.77% | 0.56% | +0.72% | 1.28 | 6.42% | +124.25 | 4483.77 | 55.92% | 48.79% | 19.97% |
| 2025-11 | +1.17% | +106.89% | 0.56% | +0.84% | 1.27 | 6.45% | +107.79 | 4301.23 | 56.29% | 49.38% | 20.31% |
| 2025-10 | +1.61% | +104.50% | 0.56% | +0.96% | 1.28 | 6.75% | +65.90 | 4146.18 | 55.31% | 49.68% | 21.36% |
| 2025-09 | +2.28% | +101.26% | 0.56% | +0.84% | 1.24 | 6.75% | +46.99 | 4017.36 | 53.90% | 49.95% | 22.37% |
| 2025-08 | +1.29% | +96.77% | 0.56% | +0.96% | 1.12 | 6.80% | +114.01 | 3883.27 | 53.57% | 50.57% | 20.61% |
| 2025-07 | +1.33% | +94.26% | 0.56% | +0.84% | 1.12 | 6.89% | +82.73 | 3722.91 | 53.79% | 50.50% | 20.35% |
| 2025-06 | +3.63% | +91.71% | 0.56% | +0.84% | 1.12 | 6.95% | +87.67 | 3593.82 | 53.62% | 50.86% | 20.35% |
| 2025-05 | +2.73% | +85.00% | 0.56% | +1.44% | 0.98 | 6.86% | +36.78 | 3383.54 | 53.06% | 52.73% | 24.52% |
| 2025-04 | +0.62% | +80.08% | 0.56% | +1.44% | 0.90 | 6.81% | +44.91 | 3259.31 | 52.13% | 52.11% | 23.43% |
| 2025-03 | -1.19% | +78.97% | 0.56% | +1.80% | 0.96 | 7.16% | +79.21 | 3195.29 | 52.87% | 53.72% | 23.67% |
| 2025-02 | -0.16% | +81.13% | 0.56% | +1.68% | 0.82 | 8.53% | +47.53 | 3155.73 | 52.28% | 51.25% | 23.18% |
| 2025-01 | +1.55% | +81.42% | 0.56% | +1.80% | 0.80 | 8.69% | +47.81 | 3114.92 | 52.86% | 53.60% | 23.14% |
| 2024-12 | +0.86% | +78.65% | 0.52% | +1.80% | 0.76 | 8.68% | +10.38 | 3021.57 | 53.60% | 53.19% | 23.52% |
| 2024-11 | +2.59% | +77.13% | 0.52% | +1.92% | 0.76 | 8.68% | -11.40 | 2987.01 | 54.06% | 54.60% | 25.51% |
| 2024-10 | +0.17% | +72.65% | 0.52% | +1.80% | 0.69 | 8.64% | +3.08 | 2924.33 | 53.10% | 54.14% | 26.66% |
| 2024-09 | +2.03% | +72.36% | 0.52% | +1.80% | 0.72 | 8.64% | +6.88 | 2917.76 | 53.64% | 52.86% | 27.73% |
| 2024-08 | +1.14% | +68.93% | 0.52% | — | 0.65 | 8.63% | -0.63 | 2854.14 | 52.67% | 52.26% | 27.13% |
| 2024-07 | +1.50% | +67.03% | 0.52% | +1.80% | 0.65 | 8.64% | +0.62 | 2824.20 | 53.38% | 55.12% | 28.34% |
| 2024-06 | +1.34% | +64.56% | 0.52% | +1.92% | 0.61 | 8.63% | +38.14 | 2783.11 | 53.32% | 55.23% | 30.52% |
| 2024-05 | +1.46% | +62.38% | 0.52% | +1.68% | 0.60 | 8.64% | +37.28 | 2709.79 | 53.29% | 55.99% | 29.50% |
| 2024-04 | -1.76% | +60.05% | 0.52% | +1.56% | 0.54 | 8.68% | +52.42 | 2635.19 | 51.14% | 54.76% | 27.53% |
| 2024-03 | +2.32% | +62.91% | 0.52% | +1.56% | 0.67 | 8.64% | +67.06 | 2630.25 | 50.52% | 54.25% | 28.37% |
| 2024-02 | +1.98% | +59.22% | 0.52% | +1.56% | 0.60 | 8.60% | +69.23 | 2505.41 | 47.22% | 50.91% | 27.39% |
| 2024-01 | +0.29% | +56.13% | 0.52% | +1.68% | 0.56 | 8.59% | +53.94 | 2389.70 | 46.58% | 51.35% | 27.79% |
| 2023-12 | +2.69% | +55.68% | 0.48% | +1.56% | 0.60 | 8.66% | +43.30 | 2330.21 | 48.47% | 52.56% | 28.89% |
| 2023-11 | +3.79% | +51.60% | 0.48% | +1.56% | 0.47 | 8.81% | +36.43 | 2227.61 | 46.44% | 52.09% | 28.46% |
| 2023-10 | -2.57% | +46.06% | 0.48% | +1.56% | 0.35 | 8.68% | +35.33 | 2111.86 | 46.97% | 55.40% | 26.09% |
| 2023-09 | -1.50% | +49.92% | 0.48% | +1.20% | 0.46 | 8.66% | +34.80 | 2133.02 | 46.24% | 51.68% | 26.42% |
| 2023-08 | -0.36% | +52.20% | 0.48% | +1.20% | 0.55 | 8.62% | +62.05 | 2131.30 | 47.62% | 53.12% | 27.78% |
| 2023-07 | +2.78% | +52.75% | 0.48% | +1.20% | 0.60 | 8.62% | +56.60 | 2077.35 | 48.83% | 52.29% | 27.66% |
| 2023-06 | +1.90% | +48.62% | 0.48% | +1.08% | 0.53 | 8.56% | +38.83 | 1966.48 | 48.35% | 51.31% | 27.24% |
| 2023-05 | +0.98% | +45.85% | 0.48% | +0.84% | 0.47 | 8.55% | +19.78 | 1892.41 | 46.97% | 44.90% | 26.35% |
| 2023-04 | +1.70% | +44.43% | 0.48% | +0.72% | 0.45 | 8.54% | +10.49 | 1855.29 | 46.43% | 44.58% | 25.56% |
| 2023-03 | +0.29% | +42.02% | 0.48% | +0.48% | 0.41 | 8.53% | +2.09 | 1814.77 | 46.53% | 44.98% | 24.43% |
| 2023-02 | -1.60% | +41.61% | 0.48% | +0.72% | 0.41 | 8.54% | +15.98 | 1808.15 | 48.10% | 46.55% | 26.48% |
| 2023-01 | +2.81% | +43.91% | 0.48% | +0.84% | 0.48 | 8.53% | +18.94 | 1822.35 | 48.50% | 44.55% | 24.12% |
| 2022-12 | -2.28% | +39.98% | 0.47% | +0.72% | 0.41 | 8.48% | +21.40 | 1754.88 | 48.12% | 43.67% | 20.14% |
| 2022-11 | +1.45% | +43.24% | 0.47% | +0.96% | 0.54 | 8.40% | +19.81 | 1774.80 | 48.20% | 41.89% | 22.12% |
| 2022-10 | +2.54% | +41.19% | 0.47% | +0.60% | 0.51 | 8.39% | +18.90 | 1730.65 | 48.81% | 41.00% | 21.44% |
| 2022-09 | -4.55% | +37.70% | 0.47% | +0.60% | 0.43 | 8.34% | +15.52 | 1669.78 | 49.38% | 40.09% | 19.76% |
| 2022-08 | -1.11% | +44.26% | 0.47% | +0.72% | 0.67 | 8.03% | +41.70 | 1734.31 | 51.26% | 39.54% | 19.64% |
| 2022-07 | +3.78% | +45.88% | 0.47% | +0.48% | 0.73 | 8.00% | +38.98 | 1712.81 | 51.48% | 41.35% | 22.15% |
| 2022-06 | -2.84% | +40.57% | 0.47% | +0.36% | 0.61 | 7.87% | +56.29 | 1612.80 | 52.70% | 43.88% | 22.07% |
| 2022-05 | -3.23% | +44.68% | 0.47% | +0.72% | 0.75 | 7.75% | +56.40 | 1602.73 | 52.89% | 43.80% | 22.15% |
| 2022-04 | -1.75% | +49.50% | 0.47% | +0.72% | 0.95 | 7.56% | +55.80 | 1598.26 | 55.59% | 43.03% | 20.48% |
| 2022-03 | +0.96% | +52.17% | 0.47% | +0.96% | 1.07 | 7.49% | +51.98 | 1570.96 | 56.25% | 44.08% | 23.09% |
| 2022-02 | -0.64% | +50.72% | 0.47% | +0.84% | 1.04 | 7.49% | +62.61 | 1504.43 | 54.40% | 41.67% | 22.67% |
| 2022-01 | -2.34% | +51.69% | 0.47% | +0.96% | 1.10 | 7.47% | +71.04 | 1451.69 | 54.31% | 41.87% | 22.39% |
| 2021-12 | +1.87% | +55.33% | 0.49% | +1.56% | 1.26 | 7.35% | +47.07 | 1414.99 | 55.80% | 44.07% | 21.40% |
| 2021-11 | +0.14% | +52.47% | 0.49% | +1.56% | 1.20 | 7.33% | +75.33 | 1343.00 | 55.22% | 44.80% | 18.47% |
| 2021-10 | +3.09% | +52.26% | 0.49% | +1.68% | 1.22 | 7.32% | +49.27 | 1266.82 | 54.41% | 44.79% | 21.57% |
| 2021-09 | -0.88% | +47.70% | 0.49% | +1.56% | 1.11 | 7.25% | +32.01 | 1181.17 | 54.18% | 45.57% | 22.25% |
| 2021-08 | +1.84% | +49.01% | 0.49% | +1.92% | 1.16 | 7.23% | +43.00 | 1160.16 | 54.07% | 46.29% | 23.14% |
| 2021-07 | +0.67% | +46.32% | 0.49% | +2.16% | 1.10 | 7.21% | +14.31 | 1097.06 | 55.27% | 47.52% | 23.89% |
| 2021-06 | +0.91% | +45.34% | 0.49% | +2.04% | 1.11 | 7.26% | +22.46 | 1076.00 | 55.85% | 49.22% | 23.50% |
| 2021-05 | +1.19% | +44.03% | 0.49% | +1.80% | 1.07 | 7.28% | +16.99 | 1044.36 | 53.77% | 46.63% | 21.57% |
| 2021-04 | +2.58% | +42.34% | 0.49% | +2.04% | 1.04 | 7.28% | +13.68 | 1015.63 | 54.04% | 49.28% | 24.57% |
| 2021-03 | +2.10% | +38.76% | 0.49% | +1.80% | 0.96 | 7.23% | +8.51 | 977.07 | 53.32% | 48.50% | 24.25% |
| 2021-02 | +1.04% | +35.90% | 0.49% | +1.92% | 0.91 | 7.21% | +10.50 | 948.95 | 52.10% | 46.89% | 22.97% |
| 2021-01 | +0.81% | +34.51% | 0.49% | +1.44% | 0.86 | 7.24% | +9.61 | 929.31 | 51.01% | 48.84% | 22.84% |
| 2020-12 | +2.45% | +33.42% | 0.49% | +1.68% | 0.81 | 7.32% | -5.66 | 912.73 | 49.45% | 47.65% | 23.19% |
| 2020-11 | +5.24% | +30.23% | 0.49% | — | — | — | -1.57 | 896.92 | 48.78% | 48.41% | 22.97% |
| 2020-10 | +0.49% | +23.75% | 0.49% | — | — | — | -5.18 | 854.11 | 44.48% | 47.64% | 21.99% |
| 2020-09 | -1.57% | +23.15% | 0.49% | — | — | — | -4.62 | 855.48 | 46.10% | 48.74% | 22.91% |
| 2020-08 | +3.30% | +25.11% | 0.49% | — | — | — | -11.79 | 874.19 | 45.58% | 48.20% | 23.59% |
| 2020-07 | +3.00% | +21.11% | 0.49% | — | — | — | -3.23 | 858.18 | 44.64% | 47.14% | 22.18% |
| 2020-06 | -0.51% | +17.59% | 0.49% | — | — | — | -2.37 | 836.76 | 43.70% | 44.94% | 20.85% |
| 2020-05 | +1.63% | +18.19% | 0.49% | — | — | — | +2.23 | 843.82 | 44.25% | 44.40% | 20.20% |
| 2020-04 | +5.64% | +16.29% | 0.49% | — | — | — | -0.79 | 828.40 | 42.74% | 41.08% | 17.83% |
| 2020-03 | -9.72% | +10.08% | 0.49% | — | — | — | -13.28 | 785.40 | 43.61% | 40.60% | 16.69% |
| 2020-02 | -3.05% | +21.94% | 0.49% | — | — | — | -2.60 | 885.29 | 45.74% | 42.79% | 17.65% |
| 2020-01 | +0.55% | +25.77% | 0.49% | — | — | — | -4.62 | 916.25 | 46.16% | 41.99% | 19.67% |
| 2019-12 | +0.98% | +25.08% | 0.52% | — | — | — | +1.24 | 916.26 | 45.75% | 39.66% | 20.12% |
| 2019-11 | +1.09% | +23.87% | 0.52% | — | — | — | -2.35 | 906.57 | 46.34% | 40.96% | 20.76% |
| 2019-10 | +1.27% | +22.54% | 0.52% | — | — | — | +0.55 | 899.51 | 46.34% | 39.93% | 21.36% |
| 2019-09 | +1.59% | +21.00% | 0.52% | — | — | — | -2.39 | 888.07 | 45.84% | 39.12% | 19.80% |
| 2019-08 | -0.48% | +19.10% | 0.52% | — | — | — | -1.92 | 876.93 | 45.25% | 38.42% | 18.79% |
| 2019-07 | +0.71% | +19.68% | 0.52% | — | — | — | -6.77 | 883.55 | 43.67% | 36.15% | 18.58% |
| 2019-06 | +2.01% | +18.84% | 0.52% | — | — | — | +7.08 | 884.45 | 43.21% | 34.29% | 20.12% |
| 2019-05 | -1.42% | +16.49% | 0.52% | — | — | — | +4.14 | 860.39 | 43.05% | 34.93% | 19.51% |
| 2019-04 | +1.96% | +18.17% | 0.52% | — | — | — | +6.50 | 869.06 | 46.88% | 37.23% | 21.67% |
| 2019-03 | +0.53% | +15.90% | 0.52% | — | — | — | +13.93 | 846.35 | 43.98% | 35.13% | 22.20% |
| 2019-02 | +1.28% | +15.29% | 0.52% | — | — | — | +7.24 | 828.44 | 44.92% | 36.60% | 22.16% |
| 2019-01 | +3.15% | +13.83% | 0.52% | — | — | — | +8.94 | 811.20 | 42.63% | 35.32% | 22.62% |
| 2018-12 | -3.59% | +10.36% | 0.57% | — | — | — | +9.72 | 778.08 | 43.12% | 35.72% | 22.44% |
| 2018-11 | +0.59% | +14.47% | 0.57% | — | — | — | +6.61 | 797.54 | 43.19% | 32.46% | 23.34% |
| 2018-10 | -2.28% | +13.79% | 0.57% | — | — | — | +11.52 | 786.66 | 42.28% | 29.50% | 21.41% |
| 2018-09 | +0.08% | +16.45% | 0.57% | — | — | — | +1.53 | 793.68 | 45.66% | 31.60% | 22.63% |
| 2018-08 | +1.41% | +16.36% | 0.57% | — | — | — | +8.15 | 791.93 | 45.39% | 31.11% | 23.17% |
| 2018-07 | +1.26% | +14.74% | 0.57% | — | — | — | +4.79 | 773.17 | 44.48% | 29.26% | 22.04% |
| 2018-06 | -0.18% | +13.31% | 0.57% | — | — | — | +6.24 | 759.17 | 43.70% | 29.42% | 20.97% |
| 2018-05 | +0.11% | +13.51% | 0.57% | — | — | — | +9.30 | 754.81 | 43.83% | 29.77% | 19.45% |
| 2018-04 | +0.95% | +13.39% | 0.57% | — | — | — | +3.13 | 745.14 | 45.40% | 31.15% | 21.21% |
| 2018-03 | -0.73% | +12.32% | 0.57% | — | — | — | +7.98 | 735.38 | 44.63% | 31.15% | 19.62% |
| 2018-02 | -1.23% | +13.15% | 0.57% | — | — | — | +5.63 | 733.25 | 46.13% | 32.74% | 18.99% |
| 2018-01 | +1.90% | +14.56% | 0.57% | — | — | — | +10.40 | 737.06 | 43.81% | 27.08% | 18.32% |
| 2017-12 | +1.05% | +12.42% | 0.62% | — | — | — | +5.71 | 713.51 | 45.08% | 28.79% | 20.08% |
| 2017-11 | +0.94% | +11.25% | 0.62% | — | — | — | +1.03 | 700.84 | 43.17% | 29.86% | 18.31% |
| 2017-10 | +0.97% | +10.22% | 0.62% | — | — | — | +6.85 | 693.65 | 42.62% | 30.05% | 18.57% |
| 2017-09 | +0.65% | +9.16% | 0.62% | — | — | — | +0.75 | 680.60 | 43.03% | 30.81% | 18.19% |
| 2017-08 | -0.28% | +8.45% | 0.62% | — | — | — | +6.65 | 675.88 | 41.70% | 30.63% | 19.58% |
| 2017-07 | +1.22% | +8.76% | 0.62% | — | — | — | +5.20 | 671.47 | 42.46% | 30.74% | 19.21% |
| 2017-06 | -0.70% | +7.45% | 0.62% | — | — | — | +14.18 | 658.58 | 42.57% | 29.97% | 17.66% |
| 2017-05 | +1.26% | +8.21% | 0.62% | — | — | — | +18.84 | 649.38 | 44.12% | 30.80% | 18.01% |
| 2017-04 | +1.23% | +6.86% | 0.62% | — | — | — | +3.79 | 623.05 | 45.54% | 32.66% | 14.23% |
| 2017-03 | +0.34% | +5.56% | 0.62% | — | — | — | +3.13 | 612.05 | 46.11% | 34.15% | 19.94% |
| 2017-02 | +0.68% | +5.20% | 0.62% | — | — | — | +1.27 | 607.26 | 45.89% | 33.98% | 18.93% |
| 2017-01 | +0.59% | +4.49% | 0.62% | — | — | — | +4.28 | 602.29 | 44.77% | 34.70% | 19.08% |
| 2016-12 | +0.90% | +3.88% | — | — | — | — | +5.74 | 593.20 | 45.11% | 35.77% | 18.27% |
| 2016-11 | +0.69% | +2.95% | — | — | — | — | -0.27 | 582.62 | 45.26% | 34.48% | 18.60% |
| 2016-10 | +0.03% | +2.25% | — | — | — | — | +3.60 | 579.26 | 44.52% | 32.79% | 18.04% |
| 2016-09 | -0.49% | +2.22% | — | — | — | — | -1.83 | 575.82 | 44.39% | 32.83% | 17.68% |
| 2016-08 | +0.56% | +2.72% | — | — | — | — | +7.58 | 580.84 | 43.55% | 31.82% | 16.99% |
| 2016-07 | +2.44% | +2.15% | — | — | — | — | +3.68 | 570.40 | 44.90% | 32.66% | 17.22% |
| 2016-06 | -0.74% | -0.29% | — | — | — | — | +7.67 | 553.56 | 43.67% | 33.39% | 16.60% |
| 2016-05 | +0.64% | +0.46% | — | — | — | — | +9.87 | 550.34 | 44.00% | 32.18% | 16.50% |
| 2016-04 | +1.02% | -0.18% | — | — | — | — | +6.47 | 537.21 | 44.31% | 32.34% | 16.31% |
| 2016-03 | +1.66% | -1.19% | — | — | — | — | +4.34 | 525.65 | 45.20% | 32.63% | 16.49% |
| 2016-02 | -0.97% | -2.80% | — | — | — | — | +1.16 | 513.09 | 43.99% | 31.72% | 18.51% |
| 2016-01 | -1.85% | -1.85% | — | — | — | — | +0.07 | 517.24 | 45.70% | 34.06% | 18.47% |
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.