חודשים בטווח
120
מיטב פנסיה מקיפה מקבלי קצבה קיימים
נתונים היסטוריים מלאים עבור מיטב פנסיה מקיפה מקבלי קצבה קיימים, 120 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 2157 | שם קרן: מיטב פנסיה מקיפה מקבלי קצבה קיימים | 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 מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מיטב פנסיה מקיפה מקבלי קצבה קיימים ישירות למייל.
תשואה חודשית אחרונה
+1.72%
תשואה מצטברת מההתחלה
+56.28%
| 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 | +1.72% | +56.28% | 0.11% | +3.12% | 0.73 | 2.91% | -1.77 | 231.82 | 0.00% | 0.00% | 0.34% |
| 2026-04 | +0.69% | +53.63% | 0.11% | +3.00% | 0.60 | 2.88% | -1.79 | 229.65 | 0.00% | 0.00% | 0.36% |
| 2026-03 | -0.15% | +52.58% | 0.11% | +3.00% | 0.57 | 2.88% | -1.96 | 229.86 | 0.00% | 0.00% | 0.38% |
| 2026-02 | -0.15% | +52.81% | 0.11% | +3.00% | 0.67 | 2.84% | -1.76 | 232.16 | 0.00% | 0.00% | 0.37% |
| 2026-01 | +0.26% | +53.04% | 0.11% | +3.00% | 0.71 | 2.91% | -1.73 | 234.26 | 0.00% | 0.00% | 0.36% |
| 2025-12 | -0.09% | +52.64% | 0.11% | +3.00% | 0.74 | 2.91% | +0.17 | 235.38 | 0.00% | 0.00% | 0.37% |
| 2025-11 | +0.56% | +52.78% | 0.11% | +3.12% | 0.83 | 2.88% | -1.82 | 235.39 | 0.00% | 0.00% | 0.38% |
| 2025-10 | +0.49% | +51.93% | 0.11% | +3.12% | 0.84 | 2.88% | -1.79 | 235.90 | 0.00% | 0.00% | 0.37% |
| 2025-09 | +1.10% | +51.19% | 0.11% | +3.24% | 0.83 | 2.91% | -1.66 | 236.52 | 0.00% | 0.00% | 0.38% |
| 2025-08 | +0.76% | +49.54% | 0.11% | +3.24% | 0.73 | 2.91% | -1.99 | 235.68 | 0.00% | 0.00% | 0.38% |
| 2025-07 | +0.36% | +48.42% | 0.11% | +3.24% | 0.71 | 2.91% | -3.69 | 235.91 | 0.00% | 0.00% | 0.38% |
| 2025-06 | +1.44% | +47.88% | 0.11% | +3.24% | 0.72 | 2.94% | -0.50 | 238.75 | 0.00% | 0.00% | 0.37% |
| 2025-05 | +0.39% | +45.79% | 0.11% | +3.24% | 0.62 | 2.88% | -3.26 | 235.86 | 0.00% | 0.00% | 0.39% |
| 2025-04 | +1.07% | +45.22% | 0.11% | +3.12% | 0.64 | 2.91% | -2.51 | 238.20 | 0.00% | 0.00% | 0.40% |
| 2025-03 | -0.45% | +43.68% | 0.11% | +3.12% | 0.62 | 2.94% | -1.77 | 238.20 | 0.00% | 0.00% | 0.41% |
| 2025-02 | +0.96% | +44.33% | 0.11% | +3.36% | 0.64 | 3.15% | -1.77 | 241.03 | 0.00% | 0.00% | 0.38% |
| 2025-01 | -0.02% | +42.96% | 0.11% | +3.12% | 0.61 | 3.15% | -1.80 | 240.52 | 0.00% | 0.00% | 0.38% |
| 2024-12 | +0.33% | +42.99% | 0.10% | +3.24% | 0.69 | 3.15% | -1.38 | 242.35 | 0.00% | 0.00% | 0.39% |
| 2024-11 | +1.38% | +42.52% | 0.10% | +3.24% | 0.71 | 3.15% | -1.83 | 242.93 | 0.00% | 0.00% | 0.39% |
| 2024-10 | +0.27% | +40.58% | 0.10% | +3.36% | 0.62 | 3.12% | -1.83 | 241.46 | 0.00% | 0.00% | 0.39% |
| 2024-09 | +0.68% | +40.20% | 0.10% | +3.48% | 0.66 | 3.12% | -1.70 | 242.64 | 0.00% | 0.00% | 0.38% |
| 2024-08 | +1.52% | +39.25% | 0.10% | — | 0.54 | 3.12% | -0.24 | 242.70 | 0.00% | 0.00% | 0.37% |
| 2024-07 | +0.96% | +37.17% | 0.10% | +3.36% | 0.57 | 3.08% | -1.44 | 239.34 | 0.00% | 0.00% | 0.38% |
| 2024-06 | +0.12% | +35.86% | 0.10% | +3.24% | 0.55 | 3.08% | -2.31 | 238.49 | 0.00% | 0.00% | 0.75% |
| 2024-05 | +0.16% | +35.70% | 0.10% | +3.36% | 0.62 | 3.12% | -2.64 | 240.51 | 0.00% | 0.00% | 0.74% |
| 2024-04 | -0.02% | +35.48% | 0.10% | +3.36% | 0.66 | 3.12% | -1.84 | 242.77 | 0.00% | 0.00% | 0.73% |
| 2024-03 | +0.35% | +35.51% | 0.10% | +3.36% | 0.74 | 3.12% | -2.76 | 244.64 | 0.00% | 0.00% | 0.71% |
| 2024-02 | +0.60% | +35.04% | 0.10% | +3.36% | 0.77 | 3.12% | -1.76 | 246.54 | 0.00% | 0.00% | 0.68% |
| 2024-01 | -0.26% | +34.23% | 0.10% | +3.36% | 0.77 | 3.12% | -1.77 | 246.84 | 0.00% | 0.00% | 0.69% |
| 2023-12 | +0.89% | +34.58% | 0.10% | +3.48% | 0.87 | 3.12% | -1.80 | 249.25 | 0.00% | 0.00% | 0.67% |
| 2023-11 | +2.86% | +33.39% | 0.10% | +3.48% | 0.84 | 3.12% | -0.70 | 248.84 | 0.00% | 0.00% | 0.68% |
| 2023-10 | -2.63% | +29.69% | 0.10% | +3.36% | 0.65 | 2.91% | -1.82 | 242.66 | 0.00% | 0.00% | 0.75% |
| 2023-09 | -0.42% | +33.19% | 0.10% | +3.48% | 1.18 | 2.60% | -1.84 | 251.03 | 0.00% | 0.00% | 0.70% |
| 2023-08 | +0.07% | +33.75% | 0.10% | +3.60% | 1.34 | 2.56% | -0.86 | 253.92 | 0.00% | 0.00% | 0.68% |
| 2023-07 | +0.22% | +33.66% | 0.10% | +3.60% | 1.42 | 2.56% | -1.72 | 254.57 | 0.00% | 0.00% | 0.66% |
| 2023-06 | +0.61% | +33.36% | 0.10% | +3.60% | 1.48 | 2.56% | -2.11 | 256.56 | 0.00% | 0.00% | 0.65% |
| 2023-05 | +1.49% | +32.55% | 0.10% | +3.60% | 1.47 | 2.56% | -1.36 | 257.12 | 0.00% | 0.00% | 0.65% |
| 2023-04 | -0.08% | +30.61% | 0.10% | +3.60% | 1.37 | 2.53% | -1.83 | 254.70 | 0.00% | 0.00% | 0.64% |
| 2023-03 | +1.13% | +30.71% | 0.10% | +3.60% | 1.48 | 2.49% | +0.86 | 256.74 | 0.00% | 0.00% | 0.64% |
| 2023-02 | -1.15% | +29.25% | 0.10% | +3.60% | 1.41 | 2.49% | -1.94 | 253.04 | 0.00% | 0.00% | 0.64% |
| 2023-01 | +1.47% | +30.76% | 0.10% | +3.48% | 1.73 | 2.42% | -1.85 | 257.94 | 0.00% | 0.00% | 0.60% |
| 2022-12 | -0.45% | +28.86% | 0.12% | +3.48% | 1.64 | 2.36% | -2.07 | 256.05 | 0.00% | 0.00% | 0.61% |
| 2022-11 | +0.76% | +29.44% | 0.12% | +3.48% | 1.83 | 2.32% | -1.53 | 259.28 | 0.00% | 0.00% | 0.59% |
| 2022-10 | +0.67% | +28.47% | 0.12% | +3.36% | 1.79 | 2.32% | -1.85 | 258.87 | 0.00% | 0.00% | 0.59% |
| 2022-09 | -0.66% | +27.61% | 0.12% | +3.36% | 1.75 | 2.32% | -2.10 | 258.99 | 0.00% | 0.00% | 0.59% |
| 2022-08 | +0.00% | +28.46% | 0.12% | +3.36% | 1.96 | 2.29% | +1.44 | 262.81 | 0.00% | 0.00% | 0.56% |
| 2022-07 | +1.14% | +28.46% | 0.12% | +3.36% | 2.04 | 2.29% | -1.72 | 261.39 | 0.00% | 0.00% | 0.57% |
| 2022-06 | +0.93% | +27.01% | 0.12% | +3.24% | 1.96 | 2.25% | -2.44 | 260.15 | 0.00% | 0.00% | 0.59% |
| 2022-05 | -0.77% | +25.84% | 0.12% | +3.00% | 1.81 | 2.29% | -0.63 | 260.20 | 0.00% | 0.00% | 0.57% |
| 2022-04 | +0.38% | +26.82% | 0.12% | +2.76% | 1.99 | 2.25% | -1.90 | 263.22 | 0.00% | 0.00% | 0.57% |
| 2022-03 | +0.89% | +26.34% | 0.12% | +2.76% | 2.00 | 2.32% | -0.77 | 264.12 | 0.00% | 0.00% | 0.55% |
| 2022-02 | -1.20% | +25.22% | 0.12% | +2.52% | 1.88 | 2.32% | -2.02 | 262.58 | 0.00% | 0.00% | 0.56% |
| 2022-01 | -0.28% | +26.75% | 0.12% | +2.64% | 2.26 | 2.22% | -1.85 | 267.79 | 0.00% | 0.00% | 0.55% |
| 2021-12 | -0.25% | +27.10% | 0.15% | +2.52% | 2.32 | 2.22% | -15.38 | 270.39 | 0.00% | 0.00% | 0.53% |
| 2021-11 | +1.37% | +27.42% | 0.15% | +2.52% | 2.40 | 2.22% | +5.81 | 286.49 | 0.00% | 0.00% | 0.62% |
| 2021-10 | +1.29% | +25.70% | 0.15% | +2.28% | 2.18 | 2.29% | -1.80 | 276.82 | 0.04% | 0.04% | 0.27% |
| 2021-09 | +0.33% | +24.10% | 0.15% | +2.16% | 2.04 | 2.25% | -2.52 | 275.09 | 0.05% | 0.05% | 0.05% |
| 2021-08 | +1.07% | +23.69% | 0.15% | +2.04% | 1.96 | 2.29% | -3.25 | 276.70 | 0.05% | 0.05% | 0.05% |
| 2021-07 | +0.70% | +22.38% | 0.15% | +1.92% | 1.83 | 2.29% | -1.99 | 277.02 | 0.06% | 0.06% | 0.06% |
| 2021-06 | +0.99% | +21.53% | 0.15% | +1.92% | 1.77 | 2.29% | +0.39 | 277.10 | 0.06% | 0.06% | 0.06% |
| 2021-05 | +0.48% | +20.34% | 0.15% | +1.92% | 1.70 | 2.29% | -1.81 | 274.00 | 0.06% | 0.06% | 0.06% |
| 2021-04 | +0.18% | +19.76% | 0.15% | — | — | — | +1.68 | 274.49 | 0.05% | 0.05% | 0.05% |
| 2021-03 | +0.86% | +19.55% | 0.15% | — | — | — | -1.85 | 272.30 | 0.05% | 0.05% | 0.05% |
| 2021-02 | -0.75% | +18.53% | 0.15% | — | — | — | -1.71 | 271.81 | 0.05% | 0.05% | 0.05% |
| 2021-01 | +0.47% | +19.42% | 0.15% | — | — | — | -1.67 | 275.57 | 0.05% | 0.05% | 0.05% |
| 2020-12 | +0.47% | +18.86% | 0.18% | — | — | — | +1.37 | 275.94 | 0.05% | 0.05% | 0.05% |
| 2020-11 | +0.80% | +18.31% | 0.18% | — | — | — | -2.12 | 273.60 | 0.05% | 0.05% | 0.05% |
| 2020-10 | -0.08% | +17.37% | 0.18% | — | — | — | -1.50 | 273.54 | 0.05% | 0.05% | 0.05% |
| 2020-09 | -0.60% | +17.46% | 0.18% | — | — | — | -1.70 | 275.26 | 0.05% | 0.05% | 0.05% |
| 2020-08 | +0.87% | +18.17% | 0.18% | — | — | — | +23.74 | 278.62 | 0.05% | 0.05% | 0.05% |
| 2020-07 | -0.12% | +17.15% | 0.18% | — | — | — | -2.93 | 252.60 | 0.05% | 0.05% | 0.05% |
| 2020-06 | +0.26% | +17.29% | 0.18% | — | — | — | -2.31 | 255.82 | 0.05% | 0.05% | 0.05% |
| 2020-05 | +0.76% | +16.99% | 0.18% | — | — | — | -2.25 | 257.46 | 0.04% | 0.04% | 0.04% |
| 2020-04 | +1.78% | +16.11% | 0.18% | — | — | — | -2.27 | 257.75 | 0.04% | 0.04% | 0.04% |
| 2020-03 | -2.17% | +14.08% | 0.18% | — | — | — | -2.31 | 255.49 | 0.04% | 0.04% | 0.04% |
| 2020-02 | +1.09% | +16.61% | 0.18% | — | — | — | -1.75 | 263.48 | 0.00% | 0.00% | 0.01% |
| 2020-01 | +0.70% | +15.35% | 0.18% | — | — | — | -2.17 | 262.39 | 0.00% | 0.00% | 0.01% |
| 2019-12 | +0.37% | +14.55% | 0.21% | — | — | — | -2.92 | 262.73 | 0.00% | 0.00% | 0.01% |
| 2019-11 | +0.35% | +14.13% | 0.21% | — | — | — | -2.02 | 264.69 | 0.00% | 0.00% | 0.01% |
| 2019-10 | +0.72% | +13.73% | 0.21% | — | — | — | -0.40 | 265.78 | 0.00% | 0.00% | 0.01% |
| 2019-09 | +0.73% | +12.92% | 0.21% | — | — | — | +42.74 | 264.26 | 0.00% | 0.00% | 0.01% |
| 2019-08 | +0.68% | +12.10% | 0.21% | — | — | — | -1.99 | 216.02 | 0.00% | 0.00% | 0.01% |
| 2019-07 | +1.12% | +11.34% | 0.21% | — | — | — | -2.59 | 216.53 | 0.00% | 0.00% | 0.01% |
| 2019-06 | +1.33% | +10.11% | 0.21% | — | — | — | -30.34 | 216.71 | 0.00% | 0.00% | 0.01% |
| 2019-05 | +0.45% | +8.66% | 0.21% | — | — | — | -2.86 | 244.03 | 0.00% | 0.00% | 0.01% |
| 2019-04 | +1.10% | +8.17% | 0.21% | — | — | — | -2.13 | 245.77 | 0.00% | 0.00% | 0.01% |
| 2019-03 | +1.02% | +7.00% | 0.21% | — | — | — | -2.13 | 245.21 | 0.00% | 0.00% | 0.01% |
| 2019-02 | +0.46% | +5.92% | 0.21% | — | — | — | -2.55 | 244.81 | 0.00% | 0.00% | 0.01% |
| 2019-01 | +0.80% | +5.43% | 0.21% | — | — | — | -2.41 | 246.24 | 0.00% | 0.00% | 0.01% |
| 2018-12 | +0.22% | +4.60% | 0.27% | — | — | — | -2.25 | 246.69 | 0.00% | 0.00% | 0.01% |
| 2018-11 | +0.07% | +4.37% | 0.27% | — | — | — | -2.98 | 248.40 | 0.00% | 0.00% | 0.01% |
| 2018-10 | -0.21% | +4.29% | 0.27% | — | — | — | -2.48 | 251.22 | 0.00% | 0.00% | 0.01% |
| 2018-09 | +0.20% | +4.51% | 0.27% | — | — | — | +2.28 | 254.23 | 0.00% | 0.00% | 0.01% |
| 2018-08 | +0.37% | +4.30% | 0.27% | — | — | — | -2.35 | 255.59 | 0.00% | 0.00% | 0.01% |
| 2018-07 | +0.34% | +3.92% | 0.27% | — | — | — | -2.29 | 252.95 | 0.00% | 0.00% | 0.01% |
| 2018-06 | +0.14% | +3.57% | 0.27% | — | — | — | -2.83 | 254.79 | 0.00% | 0.00% | 0.01% |
| 2018-05 | +0.44% | +3.42% | 0.27% | — | — | — | +17.83 | 278.04 | 0.00% | 0.00% | 0.01% |
| 2018-04 | +0.40% | +2.97% | 0.27% | — | — | — | -1.91 | 259.01 | 0.00% | 0.00% | 0.01% |
| 2018-03 | +0.47% | +2.56% | 0.27% | — | — | — | -1.02 | 259.85 | 0.00% | 0.00% | 0.01% |
| 2018-02 | -0.40% | +2.08% | 0.27% | — | — | — | -2.03 | 259.67 | 0.00% | 0.00% | 0.01% |
| 2018-01 | +0.60% | +2.49% | 0.27% | — | — | — | -1.59 | 299.12 | 0.00% | 0.00% | 0.01% |
| 2017-12 | +0.31% | +1.88% | 0.22% | — | — | — | -0.68 | 298.36 | 0.00% | 0.00% | 0.01% |
| 2017-11 | +0.47% | +1.56% | 0.22% | — | — | — | +1.84 | 298.12 | 0.00% | 0.00% | 0.01% |
| 2017-10 | +0.42% | +1.09% | 0.22% | — | — | — | -0.71 | 287.06 | 0.00% | 0.00% | 0.01% |
| 2017-09 | +0.21% | +0.67% | 0.22% | — | — | — | +1.95 | 286.57 | 0.00% | 0.00% | 0.01% |
| 2017-08 | +0.77% | +0.45% | 0.22% | — | — | — | +11.19 | 253.91 | 0.00% | 0.00% | 0.01% |
| 2017-07 | +0.80% | -0.31% | 0.22% | — | — | — | +1.15 | 240.85 | 0.00% | 0.00% | 0.02% |
| 2017-06 | -0.72% | -1.10% | 0.22% | — | — | — | +30.61 | 238.24 | 0.00% | 0.00% | 0.03% |
| 2017-05 | -0.34% | -0.39% | 0.22% | — | — | — | -0.80 | 209.08 | 0.00% | 0.00% | 0.03% |
| 2017-04 | +1.37% | -0.05% | 0.22% | — | — | — | -0.16 | 209.26 | 0.00% | 0.00% | 0.03% |
| 2017-03 | -0.32% | -1.40% | 0.22% | — | — | — | +0.61 | 206.93 | 0.00% | 0.00% | 0.02% |
| 2017-02 | +0.21% | -1.08% | 0.22% | — | — | — | +1.64 | 206.82 | 0.00% | 0.00% | 0.02% |
| 2017-01 | -0.53% | -1.29% | 0.22% | — | — | — | +0.49 | 206.32 | 0.00% | 0.00% | 0.03% |
| 2016-12 | -0.04% | -0.76% | 0.24% | — | — | — | +0.22 | 80.23 | — | — | 0.07% |
| 2016-11 | -1.13% | -0.72% | 0.24% | — | — | — | +1.02 | 79.92 | — | — | 0.08% |
| 2016-10 | -0.18% | +0.41% | 0.24% | — | — | — | +0.02 | 79.99 | — | — | 0.08% |
| 2016-09 | -0.68% | +0.59% | 0.24% | — | — | — | -0.06 | 80.06 | — | — | 0.07% |
| 2016-08 | -0.31% | +1.28% | 0.24% | — | — | — | +0.82 | 80.70 | — | — | 0.07% |
| 2016-07 | +0.63% | +1.60% | 0.24% | — | — | — | +0.50 | 80.12 | — | — | 0.07% |
| 2016-06 | +0.96% | +0.96% | 0.24% | — | — | — | +0.35 | 78.97 | — | — | 0.08% |
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.