נתונים היסטוריים · פנסיה

מיטב פנסיה מקיפה אשראי ואג"ח

נתונים היסטוריים מלאים עבור מיטב פנסיה מקיפה אשראי ואג"ח, 159 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2104 | שם קרן: מיטב פנסיה מקיפה אשראי ואג"ח | סיווג קרן: קרנות חדשות | חברה שולטת: מיטב דש השקעות בע"מ | חברה מנהלת: מיטב גמל ופנסיה בע"מ | אוכלוסיית יעד: — | התמחות: — | תת התמחות: —.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 159
תשואה חודשית אחרונה +0.96%
תשואה מצטברת מההתחלה +88.92%
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 +0.96% +88.92% 0.11% +2.16% 1.45 1.73% -5.80 250.62 4.48% 18.09% 6.85%
2026-04 +0.78% +87.12% 0.11% +2.16% 1.38 1.70% -4.13 254.01 4.02% 17.98% 7.23%
2026-03 -0.29% +85.68% 0.11% +2.16% 1.33 1.70% +8.31 256.15 4.14% 18.09% 8.31%
2026-02 +0.32% +86.22% 0.11% +2.16% 1.59 1.66% +14.19 248.54 3.88% 15.99% 8.62%
2026-01 +0.47% +85.62% 0.11% +2.28% 1.62 1.70% +15.28 233.60 3.89% 14.13% 8.38%
2025-12 +0.24% +84.75% 0.11% +2.28% 1.64 1.70% +2.37 217.31 3.56% 15.14% 7.62%
2025-11 +0.64% +84.31% 0.11% +2.16% 1.70 1.70% +17.18 214.39 3.13% 14.84% 7.58%
2025-10 +0.49% +83.14% 0.11% +2.16% 1.70 1.70% +10.34 195.87 3.12% 15.88% 9.22%
2025-09 +0.84% +82.25% 0.11% +2.28% 1.70 1.70% +1.36 184.63 3.16% 17.53% 9.92%
2025-08 +0.91% +80.73% 0.11% +2.28% 1.58 1.73% +8.63 181.74 2.94% 18.24% 9.18%
2025-07 +0.53% +79.10% 0.11% +2.16% 1.54 1.73% -4.22 171.55 2.86% 18.99% 7.74%
2025-06 +0.90% +78.15% 0.11% +2.16% 1.56 1.77% -9.01 174.87 3.39% 19.75% 8.30%
2025-05 +0.37% +76.57% 0.11% +2.16% 1.40 1.80% +1.81 182.30 2.76% 19.05% 10.48%
2025-04 +0.56% +75.91% 0.11% +2.16% 1.45 1.80% +4.95 179.83 3.05% 18.56% 9.33%
2025-03 +0.45% +74.94% 0.11% +2.16% 1.46 1.94% +6.77 173.86 3.20% 19.35% 8.86%
2025-02 +0.72% +74.15% 0.11% +1.92% 1.13 2.46% +1.44 166.49 3.00% 18.30% 11.82%
2025-01 +0.30% +72.91% 0.11% +2.04% 1.10 2.42% -0.80 163.86 1.43% 18.40% 8.13%
2024-12 +0.49% +72.39% 0.10% +2.16% 1.14 2.42% -1.13 164.17 1.46% 17.87% 8.26%
2024-11 +0.95% +71.55% 0.10% +2.16% 1.14 2.42% +0.48 164.51 1.14% 17.66% 11.76%
2024-10 +0.13% +69.93% 0.10% +2.16% 1.08 2.42% +0.54 162.47 0.61% 17.21% 12.30%
2024-09 +1.01% +69.71% 0.10% +2.28% 1.15 2.42% -3.07 161.72 0.54% 15.13% 12.50%
2024-08 +0.89% +68.02% 0.10% 1.01 2.39% +5.19 163.15 0.53% 15.27% 12.66%
2024-07 +0.94% +66.53% 0.10% +2.28% 1.04 2.39% +36.71 156.54 0.53% 16.78% 12.74%
2024-06 +0.53% +64.98% 0.10% +2.16% 0.99 2.39% +3.66 118.33 0.00% 17.48% 13.92%
2024-05 +0.62% +64.11% 0.10% +2.16% 1.01 2.39% -6.15 114.06 0.00% 19.24% 13.96%
2024-04 +0.09% +63.10% 0.10% +2.16% 0.99 2.39% +4.59 119.49 0.00% 18.37% 12.85%
2024-03 +1.06% +62.96% 0.10% +2.16% 1.07 2.39% -1.94 114.79 0.00% 19.37% 13.39%
2024-02 +0.15% +61.25% 0.10% +2.16% 1.02 2.36% +1.83 115.50 0.00% 17.21% 12.69%
2024-01 +0.45% +61.01% 0.10% +2.28% 1.08 2.36% +3.23 113.51 0.00% 17.36% 10.08%
2023-12 +1.05% +60.28% 0.10% +2.16% 1.11 2.39% -3.23 109.79 0.00% 17.64% 11.80%
2023-11 +1.61% +58.62% 0.10% +2.28% 1.02 2.36% +0.74 111.85 0.00% 16.96% 11.48%
2023-10 -0.54% +56.11% 0.10% +2.28% 0.87 2.29% +7.41 109.33 0.00% 18.61% 10.76%
2023-09 -0.31% +56.95% 0.10% +2.28% 1.06 2.25% -1.21 102.51 0.00% 17.93% 11.05%
2023-08 +0.61% +57.44% 0.10% +2.28% 1.22 2.25% +4.19 104.04 0.00% 17.13% 11.18%
2023-07 +0.55% +56.49% 0.10% +2.16% 1.21 2.25% -5.51 99.22 0.00% 16.33% 7.17%
2023-06 +0.43% +55.63% 0.10% +2.16% 1.21 2.25% -1.74 104.16 0.00% 14.57% 7.40%
2023-05 +1.10% +54.96% 0.10% +2.28% 1.23 2.25% -1.10 105.45 0.00% 10.92% 9.58%
2023-04 +0.89% +53.28% 0.10% +2.16% 1.13 2.22% -0.78 105.40 0.00% 10.24% 9.41%
2023-03 +0.66% +51.93% 0.10% +2.04% 1.07 2.22% -1.16 105.25 0.00% 9.92% 9.56%
2023-02 -0.83% +50.93% 0.10% +2.16% 1.04 2.18% +0.37 105.72 0.00% 9.74% 9.81%
2023-01 +1.08% +52.19% 0.10% +2.16% 1.30 2.15% +5.55 106.21 0.00% 7.31% 7.41%
2022-12 -0.03% +50.57% 0.12% +2.16% 1.22 2.11% +8.23 99.55 0.00% 7.74% 6.39%
2022-11 +0.65% +50.61% 0.12% +2.16% 1.30 2.11% -1.11 91.35 0.00% 7.60% 6.80%
2022-10 +0.38% +49.64% 0.12% +2.04% 1.26 2.11% +3.53 91.87 0.00% 6.39% 5.56%
2022-09 -0.64% +49.07% 0.12% +2.04% 1.25 2.11% +3.86 87.98 0.00% 5.09% 7.62%
2022-08 -0.07% +50.03% 0.12% +1.92% 1.44 2.08% +0.32 84.67 0.00% 4.61% 6.60%
2022-07 +0.85% +50.14% 0.12% +1.80% 1.52 2.08% +5.76 84.42 0.00% 4.55% 6.38%
2022-06 +0.47% +48.87% 0.12% +1.80% 1.44 2.08% +4.49 77.95 0.00% 5.84% 6.58%
2022-05 -0.77% +48.18% 0.12% +1.80% 1.38 2.08% +2.65 73.06 0.00% 5.74% 7.20%
2022-04 +0.12% +49.33% 0.12% +1.68% 1.60 2.01% -2.95 70.97 0.00% 5.64% 8.10%
2022-03 +0.20% +49.15% 0.12% +1.68% 1.63 2.04% +3.56 73.84 0.00% 5.04% 8.92%
2022-02 -0.37% +48.85% 0.12% +1.56% 1.63 2.04% +0.96 70.15 0.00% 3.64% 9.01%
2022-01 -0.38% +49.40% 0.12% +1.44% 1.73 2.01% +7.68 69.45 0.00% 3.43% 8.81%
2021-12 +0.04% +49.97% 0.15% +1.32% 1.85 2.01% +2.84 62.02 0.00% 2.87% 9.16%
2021-11 +0.34% +49.91% 0.15% +1.32% 1.88 1.97% +0.18 59.15 0.00% 3.08% 11.19%
2021-10 +0.44% +49.40% 0.15% +1.32% 1.82 2.01% +0.95 58.77 0.00% 3.23% 9.66%
2021-09 +0.31% +48.75% 0.15% +1.32% 1.78 2.01% +1.25 57.55 0.00% 4.45% 9.70%
2021-08 +0.71% +48.29% 0.15% +1.20% 1.73 2.04% +2.41 56.13 0.00% 4.63% 9.34%
2021-07 +0.32% +47.24% 0.15% +1.32% 1.65 2.01% +1.71 53.33 0.00% 4.74% 10.18%
2021-06 +0.50% +46.77% 0.15% +1.32% 1.64 2.01% -2.56 51.46 0.00% 6.57% 10.51%
2021-05 +0.72% +46.04% 0.15% +1.20% 1.60 2.01% +0.44 53.76 0.00% 6.06% 12.00%
2021-04 +0.44% +45.00% 0.15% +1.20% 1.53 2.01% -1.84 52.94 0.00% 8.29% 11.01%
2021-03 +0.66% +44.37% 0.15% +1.20% 1.50 2.01% -0.44 54.54 0.00% 7.81% 11.15%
2021-02 +0.04% +43.42% 0.15% +1.08% 1.43 2.01% -0.52 54.62 0.00% 7.65% 11.06%
2021-01 +0.61% +43.36% 0.15% +1.08% 1.45 2.01% +1.04 55.12 0.00% 7.82% 10.85%
2020-12 +0.24% +42.49% 0.18% +1.08% 1.38 2.01% -3.54 53.74 0.00% 7.87% 10.49%
2020-11 +0.95% +42.15% 0.18% +1.08% 1.35 2.01% -1.12 57.15 0.00% 8.00% 10.55%
2020-10 +0.21% +40.81% 0.18% +1.08% 1.24 2.01% -0.68 57.72 0.00% 7.62% 10.72%
2020-09 -0.36% +40.52% 0.18% +0.96% 1.24 2.01% +0.14 58.28 0.00% 7.70% 10.67%
2020-08 +1.06% +41.03% 0.18% +0.96% 1.30 2.01% +1.65 58.36 0.00% 7.44% 8.67%
2020-07 +0.97% +39.55% 0.18% +0.96% 1.21 1.97% +2.03 56.10 0.00% 6.77% 8.88%
2020-06 -0.72% +38.21% 0.18% +0.96% 1.13 1.94% +1.36 53.55 0.00% 6.89% 9.24%
2020-05 +0.55% +39.21% 0.18% +1.08% 1.19 2.04% -2.91 52.57 0.00% 6.75% 8.79%
2020-04 +2.00% +38.45% 0.18% +1.20% 1.13 2.04% -2.70 55.19 0.00% 5.69% 8.04%
2020-03 -2.87% +35.73% 0.18% +1.20% 0.96 1.87% +20.56 56.80 0.00% 4.88% 7.87%
2020-02 +0.27% +39.74% 0.18% +1.56% 2.80 1.25% +2.38 37.05 0.00% 9.10% 8.85%
2020-01 +0.39% +39.37% 0.18% +1.44% 2.79 1.25% +0.18 34.58 0.00% 9.46% 9.34%
2019-12 +0.26% +38.83% 0.21% +1.44% 2.75 1.28% +0.23 34.26 0.00% 9.43% 9.40%
2019-11 +0.28% +38.47% 0.21% +1.08% 2.42 1.42% +0.93 33.95 0.00% 9.40% 8.95%
2019-10 +0.43% +38.08% 0.21% +1.32% 2.28 1.73% -0.33 32.92 0.00% 9.17% 9.26%
2019-09 +0.46% +37.49% 0.21% +1.08% 2.12 1.77% +0.02 33.11 0.00% 8.97% 9.33%
2019-08 +0.50% +36.86% 0.21% +1.20% 2.09 1.80% +0.04 32.94 0.00% 9.05% 8.77%
2019-07 +0.52% +36.18% 0.21% +1.20% 2.02 1.94% +0.05 32.74 0.00% 9.41% 8.77%
2019-06 +0.87% +35.47% 0.21% +1.08% 1.90 1.94% +0.45 32.52 0.00% 8.43% 9.26%
2019-05 +0.37% +34.30% 0.21% +0.96% 1.78 1.94% +0.09 31.80 0.00% 10.35% 9.50%
2019-04 +0.55% +33.81% 0.21% +0.96% 1.77 1.94% +1.72 31.59 0.00% 10.13% 9.59%
2019-03 +0.76% +33.08% 0.21% +0.84% 1.67 1.94% +0.84 29.70 0.00% 10.67% 10.20%
2019-02 +0.45% +32.07% 0.21% +1.08% 1.60 2.01% +1.17 28.64 0.00% 12.60% 9.64%
2019-01 +0.68% +31.48% 0.21% +1.08% 1.57 2.18% +1.19 27.34 0.00% 14.12% 10.20%
2018-12 -0.07% +30.59% 0.27% +0.96% 1.34 +1.20 25.97 0.00% 13.36% 10.09%
2018-11 -0.08% +30.69% 0.27% +0.84% 1.36 +0.58 24.78 0.00% 9.60% 11.54%
2018-10 -0.03% +30.79% 0.27% +1.20% 1.44 +0.94 24.22 0.00% 10.20% 10.98%
2018-09 +0.13% +30.83% 0.27% +1.20% 1.50 +0.24 23.29 0.00% 7.60% 10.99%
2018-08 +0.19% +30.66% 0.27% +1.32% 1.52 +0.32 23.01 0.00% 7.61% 11.08%
2018-07 +0.43% +30.41% 0.27% +1.20% 1.45 +0.37 22.65 0.00% 5.70% 11.52%
2018-06 +0.33% +29.85% 0.27% +1.44% 1.46 +0.26 22.18 0.00% 5.77% 9.87%
2018-05 -0.13% +29.43% 0.27% +0.96% 1.23 +0.17 21.84 0.00% 6.00% 9.62%
2018-04 +0.23% +29.59% 0.27% +1.44% 1.32 +0.44 21.69 0.00% 6.09% 10.05%
2018-03 +0.31% +29.30% 0.27% +1.56% 1.29 +0.56 21.20 0.00% 5.80% 8.77%
2018-02 -0.18% +28.90% 0.27% +1.68% 1.29 +0.39 20.58 0.00% 5.73% 8.79%
2018-01 +0.37% +29.13% 0.27% +1.56% 1.38 +0.00 20.17 0.00% 5.90% 9.22%
2017-12 +0.18% +28.65% 0.22% +1.92% 1.37 +0.50 20.09 0.00% 5.53% 9.16%
2017-11 +0.42% +28.42% 0.22% +0.52 19.55 0.00% 9.41% 9.31%
2017-10 +0.34% +27.89% 0.22% +0.26 18.95 0.00% 10.34% 9.50%
2017-09 -0.03% +27.45% 0.22% +0.51 18.63 0.00% 10.25% 9.72%
2017-08 +0.57% +27.49% 0.22% -0.16 18.13 0.00% 10.48% 10.09%
2017-07 +0.65% +26.77% 0.22% +0.22 18.18 0.00% 9.63% 9.41%
2017-06 -0.13% +25.95% 0.22% -0.46 17.83 0.00% 7.85% 8.64%
2017-05 +0.33% +26.11% 0.22% +0.76 18.32 0.00% 7.31% 8.46%
2017-04 +0.94% +25.70% 0.22% +0.33 17.46 0.00% 7.73% 9.16%
2017-03 +0.25% +24.53% 0.22% -0.13 16.97 0.00% 7.54% 9.43%
2017-02 -0.07% +24.22% 0.22% -0.40 17.05 0.00% 7.57% 9.09%
2017-01 +0.25% +24.30% 0.22% +0.25 16.96 0.00% 6.49% 8.20%
2016-12 +0.33% +23.99% 0.24% +0.12 16.67 6.54% 8.04%
2016-11 -0.34% +23.59% 0.24% +0.04 16.50 6.55% 8.30%
2016-10 +0.29% +24.01% 0.24% +0.35 16.52 6.11% 8.11%
2016-09 -0.25% +23.65% 0.24% +0.14 16.13 6.08% 8.18%
2016-08 +0.05% +23.96% 0.24% +0.24 16.04 6.17% 8.23%
2016-07 +0.49% +23.90% 0.24% -0.56 15.80 6.96% 8.10%
2016-06 +0.54% +23.29% 0.24% +0.26 16.28 5.28% 7.80%
2016-05 +0.23% +22.63% 0.24% 15.94
2016-04 +0.51% +22.35% 0.24% 14.74
2016-03 +0.14% +21.73% 0.24% 14.55
2016-02 +0.21% +21.56% 0.24% 14.86
2016-01 +0.27% +21.30% 0.24% 12.31
2015-12 -0.15% +20.98% 0.30% 11.44
2015-11 -0.11% +21.16% 0.30% 11.26
2015-10 +0.44% +21.29% 0.30% 11.64
2015-09 -0.38% +20.76% 0.30% 11.44
2015-08 +0.49% +21.22% 0.30% 10.80
2015-07 +0.74% +20.63% 0.30% 10.66
2015-06 -1.35% +19.74% 0.30% 10.09
2015-05 +0.08% +21.38% 0.30% 10.01
2015-04 +0.39% +21.29% 0.30% 9.71
2015-03 -0.11% +20.82% 0.30% 9.17
2015-02 +0.59% +20.95% 0.30% 9.19
2015-01 +0.85% +20.24% 0.30% 8.89
2014-12 -1.14% +19.23% 0.35% 8.40
2014-11 +2.36% +20.60% 0.35% 14.94
2014-10 -0.56% +17.82% 0.35% 12.66
2014-09 +1.04% +18.48% 0.35% 12.14
2014-08 +1.93% +17.26% 0.35% 10.05
2014-07 -0.29% +15.04% 0.35% 9.03
2014-06 +0.06% +15.38% 0.35% 8.39
2014-05 +0.96% +15.31% 0.35% 7.27
2014-04 -0.09% +14.21% 0.35% 5.45
2014-03 +1.32% +14.32% 0.35% 5.20
2014-02 +2.19% +12.83% 0.35% 4.12
2013-12 -0.19% +10.41% 0.37% 3.45
2013-10 +2.63% +10.62% 0.37% 2.49
2013-09 +3.08% +7.78% 0.37% 2.47
2013-08 -0.79% +4.56% 0.37% 2.45
2013-07 +1.98% +5.40% 0.37% 2.29
2013-06 -2.49% +3.35% 0.37% 2.25
2013-05 +2.65% +5.99% 0.37% 2.34
2013-04 -0.14% +3.25% 0.37% 1.97
2013-03 +0.88% +3.40% 0.37% 1.99
2013-02 +1.47% +2.49% 0.37% 2.09
2013-01 +1.01% +1.01% 0.37% 2.13

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.