פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · קופות גמל להשקעה

מנורה מבטחים גמל להשקעה עוקב מדדי מניות (8683)

נתונים היסטוריים מלאים עבור מנורה מבטחים גמל להשקעה עוקב מדדי מניות (8683), 116 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 8683 | שם קרן: מנורה מבטחים גמל להשקעה עוקב מדדי מניות | סיווג קרן: קופת גמל להשקעה | חברה שולטת: מנורה מבטחים החזקות בע"מ | חברה מנהלת: מנורה מבטחים פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: עוקבי מדדים | תת התמחות: עוקב מדדי מניות.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים

בחירת טווח זמן

בחירת עמודות

חודשים בטווח 116
תשואה חודשית אחרונה +2.92%
תשואה מצטברת בטווח +150.08%
חודש תשואה חודשית תשואה מצטברת דמי ניהול שנתיים אלפא שארפ סטיית תקן הפקדות נטו חודשי
(מ׳ ש״ח)
הפקדות נטו מצטבר
(מ׳ ש״ח)
סך הנכסים
(מ׳ ש״ח)
חשיפה למניות חשיפה לחו״ל חשיפה למט״ח
2026-08 +2.92% +150.08% 0.57% +1.80% 1.25 8.56% -1.07 +353.39 571.74 99.42% 73.20% 52.42%
2026-07 +1.64% +142.98% 0.57% +0.72% 1.18 8.51% -0.88 +354.46 556.84 99.18% 72.28% 51.68%
2026-06 +0.06% +139.06% 0.57% — 1.15 8.51% -1.54 +355.34 548.96 98.90% 71.69% 50.68%
2026-05 +1.70% +138.92% 0.57% +0.60% 1.18 8.50% +0.08 +356.88 550.43 98.96% 68.87% 48.09%
2026-04 +3.99% +134.92% 0.57% -0.12% 1.15 8.50% +3.49 +356.80 541.43 98.78% 68.58% 48.15%
2026-03 -4.04% +125.91% 0.57% -0.12% 1.06 8.43% +7.45 +353.31 517.62 98.41% 69.44% 49.72%
2026-02 +0.87% +135.42% 0.57% +0.12% 1.39 8.19% +3.01 +345.86 531.98 98.86% 69.73% 49.49%
2026-01 +4.03% +133.39% 0.57% +0.48% 1.40 8.19% +5.57 +342.85 524.65 99.34% 69.71% 49.26%
2025-12 +1.62% +124.35% 0.55% +0.48% 1.31 8.10% -0.86 +337.28 499.22 99.02% 69.84% 49.53%
2025-11 +1.08% +120.77% 0.55% +0.48% 1.30 8.13% +4.91 +338.14 492.41 99.25% 70.10% 49.92%
2025-10 +1.82% +118.41% 0.55% +0.60% 1.32 8.83% +12.10 +333.23 482.49 98.98% 70.15% 49.60%
2025-09 +1.76% +114.51% 0.55% +0.00% 1.27 8.85% +10.86 +321.13 462.16 99.03% 70.19% 49.79%
2025-08 +0.52% +110.80% 0.55% +0.00% 1.18 9.01% +9.73 +310.27 443.57 98.09% 68.70% 48.98%
2025-07 +1.80% +109.71% 0.55% +0.24% 1.23 9.12% +15.75 +300.54 431.77 99.32% 69.03% 49.77%
2025-06 +3.69% +106.00% 0.55% +0.12% 1.23 9.26% +5.78 +284.79 408.75 99.21% 67.98% 49.18%
2025-05 +4.44% +98.67% 0.55% +1.08% 1.11 9.24% +6.18 +279.01 388.68 98.51% 69.41% 50.84%
2025-04 -0.47% +90.22% 0.55% +1.08% 1.01 9.12% +5.36 +272.83 366.41 98.53% 69.54% 51.34%
2025-03 -2.75% +91.12% 0.55% +1.68% 1.12 9.78% +9.16 +267.47 362.82 98.31% 70.38% 52.75%
2025-02 +0.66% +96.53% 0.55% +0.72% 0.96 12.11% +6.37 +258.31 363.90 99.03% 69.26% 52.09%
2025-01 +3.14% +95.24% 0.55% +0.84% 0.88 12.49% +16.60 +251.94 355.40 98.84% 69.16% 52.29%
2024-12 -0.23% +89.29% 0.52% +0.36% 0.81 12.45% +18.02 +235.34 328.34 97.58% 66.83% 50.69%
2024-11 +2.34% +89.73% 0.52% +0.84% 0.85 12.44% +5.98 +217.32 311.23 98.05% 67.06% 50.71%
2024-10 +1.35% +85.39% 0.52% +0.96% 0.81 12.43% +4.14 +211.34 298.41 98.36% 67.67% 51.48%
2024-09 +2.96% +82.92% 0.52% +0.36% 0.82 12.46% +5.24 +207.20 290.47 98.62% 68.96% 52.82%
2024-08 +0.61% +77.66% 0.52% — 0.76 12.45% +5.75 +201.96 277.00 98.91% 69.16% 52.99%
2024-07 +1.54% +76.59% 0.52% +0.60% 0.74 12.54% +5.86 +196.21 269.63 97.45% 69.31% 53.52%
2024-06 +1.18% +73.91% 0.52% +0.96% 0.72 12.54% +0.73 +190.35 259.88 98.79% 71.93% 54.69%
2024-05 -0.08% +71.88% 0.52% +0.84% 0.73 12.60% +1.30 +189.62 256.23 99.38% 71.05% 53.57%
2024-04 -1.89% +72.02% 0.52% +0.72% 0.71 12.76% -0.15 +188.32 255.28 98.74% 70.70% 53.25%
2024-03 +5.10% +75.33% 0.52% +0.60% 0.82 12.74% +0.59 +188.47 260.45 98.66% 70.20% 53.10%
2024-02 +3.03% +66.82% 0.52% +0.48% 0.70 12.59% +0.47 +187.88 247.37 99.10% 69.73% 52.43%
2024-01 +0.94% +61.92% 0.52% +0.72% 0.65 12.56% +2.71 +187.41 239.81 98.15% 73.06% 55.12%
2023-12 +4.11% +60.41% 0.51% +0.48% 0.68 12.72% +2.48 +184.70 234.98 99.49% 73.61% 50.82%
2023-11 +4.17% +54.08% 0.51% +0.36% 0.51 13.12% +1.16 +182.22 223.51 98.27% 74.54% 51.84%
2023-10 -2.84% +47.91% 0.51% +0.12% 0.42 13.02% +0.73 +181.06 213.54 98.69% 76.09% 53.84%
2023-09 -2.24% +52.23% 0.51% -0.48% 0.48 13.12% +0.93 +180.33 219.24 99.02% 73.78% 51.54%
2023-08 -0.24% +55.72% 0.51% -0.60% 0.57 13.07% -0.28 +179.40 223.43 99.42% 74.89% 52.33%
2023-07 +4.60% +56.10% 0.51% -0.60% 0.61 13.08% -2.01 +179.68 224.36 99.93% 75.06% 52.35%
2023-06 +4.09% +49.23% 0.51% -0.60% 0.53 13.01% -1.05 +181.69 216.65 99.87% 74.51% 51.98%
2023-05 -1.15% +43.37% 0.51% -1.08% 0.44 12.91% -0.11 +182.74 209.31 99.32% 73.58% 51.34%
2023-04 +3.08% +45.04% 0.51% -0.96% 0.49 12.89% +1.39 +182.85 211.98 99.24% 74.01% 51.10%
2023-03 -0.52% +40.70% 0.51% -0.96% 0.44 12.89% -2.43 +181.46 204.40 99.85% 74.73% 51.51%
2023-02 -0.73% +41.44% 0.51% -0.96% 0.44 13.01% -1.77 +183.89 208.03 99.50% 74.40% 51.31%
2023-01 +4.01% +42.48% 0.51% -0.96% 0.46 13.05% +1.21 +185.66 211.45 98.64% 71.92% 48.85%
2022-12 -1.99% +36.98% 0.50% -0.96% 0.39 13.00% +4.88 +184.45 202.29 99.13% 71.00% 47.50%
2022-11 +2.72% +39.77% 0.50% -0.96% 0.47 12.96% +2.54 +179.57 201.58 97.98% 68.60% 47.62%
2022-10 +3.54% +36.06% 0.50% -1.68% 0.41 12.92% -0.14 +177.03 193.87 99.70% 75.18% 69.81%
2022-09 -4.44% +31.41% 0.50% -1.44% 0.34 12.86% +0.53 +177.17 187.51 88.71% 64.10% 64.10%
2022-08 -1.67% +37.52% 0.50% -1.80% 0.49 12.67% +3.79 +176.64 195.77 89.28% 63.52% 63.52%
2022-07 +3.61% +39.85% 0.50% -2.04% 0.54 12.64% +2.24 +172.85 195.49 91.16% 66.17% 66.17%
2022-06 -3.36% +34.98% 0.50% -1.80% 0.48 12.60% +2.07 +170.61 186.58 91.89% 67.26% 67.26%
2022-05 -2.68% +39.67% 0.50% -1.68% 0.57 12.49% +1.41 +168.54 191.09 93.22% 68.10% 68.10%
2022-04 -2.45% +43.52% 0.50% -2.16% 0.67 12.41% +6.36 +167.13 195.02 93.84% 67.42% 67.42%
2022-03 +1.75% +47.12% 0.50% -1.92% 0.77 12.33% +3.99 +160.77 193.56 97.24% 70.77% 70.77%
2022-02 -0.15% +44.59% 0.50% -2.40% 0.72 12.33% +4.32 +156.78 186.26 92.83% 66.08% 66.08%
2022-01 -2.99% +44.81% 0.50% -2.04% 0.74 12.33% +9.93 +152.46 182.38 95.00% 68.00% 68.00%
2021-12 +2.92% +49.28% 0.53% -1.44% 0.83 12.24% +12.80 +142.53 178.08 94.26% 62.56% 62.56%
2021-11 -0.76% +45.04% 0.53% — — — +2.77 +129.73 160.51 96.23% 66.38% 66.38%
2021-10 +2.58% +46.15% 0.53% — — — +4.62 +126.96 159.18 93.87% 66.22% 66.22%
2021-09 -1.20% +42.47% 0.53% — — — +3.67 +122.34 150.73 96.55% 65.55% 65.55%
2021-08 +1.22% +44.21% 0.53% — — — +4.44 +118.67 148.96 93.92% 66.31% 66.31%
2021-07 +0.50% +42.47% 0.53% — — — +4.44 +114.23 142.81 96.72% 68.69% 68.69%
2021-06 +1.10% +41.76% 0.53% — — — +4.53 +109.79 137.80 94.83% 67.61% 67.61%
2021-05 +1.46% +40.22% 0.53% — — — +3.86 +105.26 131.86 98.10% 69.57% 69.57%
2021-04 +2.83% +38.20% 0.53% — — — +2.62 +101.40 126.16 96.66% 67.76% 67.76%
2021-03 +3.25% +34.40% 0.53% — — — -0.19 +98.78 120.19 98.65% 69.22% 69.22%
2021-02 +1.38% +30.16% 0.53% — — — -1.24 +98.97 116.67 99.56% 70.26% 70.26%
2021-01 +2.55% +28.39% 0.53% — — — +2.19 +100.21 116.35 99.48% 70.54% 70.54%
2020-12 +2.50% +25.20% 0.53% — — — +4.65 +98.02 111.33 96.27% 57.60% 57.60%
2020-11 +8.72% +22.15% 0.53% — — — +1.33 +93.37 104.08 95.93% 58.21% 58.21%
2020-10 -0.61% +12.35% 0.53% — — — +0.09 +92.04 94.53 96.92% 59.40% 59.40%
2020-09 -2.75% +13.04% 0.53% — — — +0.38 +91.95 95.08 96.99% 60.39% 60.39%
2020-08 +4.13% +16.24% 0.53% — — — +1.97 +91.57 97.43 97.42% 59.62% 59.62%
2020-07 +4.82% +11.63% 0.53% — — — +0.68 +89.60 91.75 99.36% 60.62% 60.62%
2020-06 -0.97% +6.49% 0.53% — — — +1.22 +88.92 87.03 96.89% 60.91% 60.91%
2020-05 +2.19% +7.54% 0.53% — — — +3.10 +87.70 86.78 98.29% 60.20% 60.20%
2020-04 +9.04% +5.23% 0.53% — — — +5.53 +84.60 81.86 96.07% 57.50% 57.50%
2020-03 -15.21% -3.49% 0.53% — — — -1.74 +79.07 69.81 96.63% 59.66% 59.66%
2020-02 -5.90% +13.82% 0.53% — — — +1.71 +80.81 84.21 98.76% 59.43% 59.43%
2020-01 +0.27% +20.96% 0.53% — — — +4.42 +79.10 87.85 97.59% 58.99% 58.99%
2019-12 +1.46% +20.63% 0.51% — — — +6.00 +74.68 83.29 95.64% 57.61% 57.61%
2019-11 +1.77% +18.89% 0.51% — — — +2.36 +68.68 76.20 98.36% 58.91% 58.91%
2019-10 +2.84% +16.83% 0.51% — — — +0.95 +66.32 72.59 97.91% 58.89% 58.89%
2019-09 +2.65% +13.60% 0.51% — — — +2.21 +65.37 69.69 97.65% 58.36% 58.36%
2019-08 -2.37% +10.67% 0.51% — — — +1.37 +63.16 65.78 97.58% 58.30% 58.30%
2019-07 +0.04% +13.35% 0.51% — — — +2.89 +61.79 65.98 98.56% 59.67% 59.67%
2019-06 +3.63% +13.31% 0.51% — — — +2.55 +58.90 63.16 98.64% 59.71% 59.71%
2019-05 -3.82% +9.34% 0.51% — — — +2.32 +56.35 58.50 98.80% 60.05% 60.05%
2019-04 +2.88% +13.68% 0.51% — — — +2.68 +54.03 58.49 97.88% 59.24% 59.24%
2019-03 +0.55% +10.50% 0.51% — — — +1.97 +51.35 54.27 97.16% 58.87% 58.87%
2019-02 +1.55% +9.89% 0.51% — — — +2.36 +49.38 52.04 98.56% 59.93% 59.93%
2019-01 +5.31% +8.22% 0.51% — — — +3.42 +47.02 48.93 99.02% 57.41% 57.41%
2018-12 -7.16% +2.76% 0.62% — — — +6.75 +43.60 43.13 96.57% 57.59% 57.59%
2018-11 +1.20% +10.69% 0.62% — — — +3.24 +36.85 39.32 98.27% 59.46% 59.46%
2018-10 -4.34% +9.37% 0.62% — — — +3.42 +33.61 35.68 97.62% 59.92% 59.92%
2018-09 -0.43% +14.34% 0.62% — — — +2.44 +30.19 33.78 97.16% 58.79% 58.79%
2018-08 +2.17% +14.83% 0.62% — — — +2.54 +27.75 31.46 97.93% 58.23% 58.23%
2018-07 +3.16% +12.39% 0.62% — — — +2.35 +25.21 28.29 98.13% 58.89% 58.89%
2018-06 +0.58% +8.95% 0.62% — — — +1.81 +22.86 25.14 96.90% 58.31% 58.31%
2018-05 +0.30% +8.32% 0.62% — — — +1.03 +21.05 23.24 97.33% 57.92% 57.92%
2018-04 +3.10% +8.00% 0.62% — — — +1.51 +20.02 22.17 97.61% 59.40% 59.40%
2018-03 -3.47% +4.75% 0.62% — — — +1.51 +18.51 20.04 96.71% 58.53% 58.53%
2018-02 -2.08% +8.51% 0.62% — — — +1.67 +17.00 19.25 97.97% 58.75% 58.75%
2018-01 +3.12% +10.82% 0.62% — — — +2.97 +15.33 17.95 97.55% 58.50% 58.50%
2017-12 +1.34% +7.47% — — — — +2.59 +12.36 14.48 94.54% 56.42% 56.42%
2017-11 +0.73% +6.04% — — — — +3.30 +9.77 11.72 96.76% 57.94% 57.94%
2017-10 +1.89% +5.28% — — — — +0.98 +6.47 8.33 96.76% 58.58% 58.58%
2017-09 +0.90% +3.32% — — — — +0.83 +5.49 7.22 99.17% 59.83% 59.83%
2017-08 -0.58% +2.40% — — — — +0.62 +4.66 6.34 98.74% 59.78% 59.78%
2017-07 +2.53% +3.00% — — — — +0.52 +4.04 5.76 97.74% 59.20% 59.20%
2017-06 -1.08% +0.46% — — — — +0.47 +3.52 5.12 96.29% 57.81% 57.81%
2017-05 +1.28% +1.55% — — — — +0.58 +3.05 4.71 97.03% 57.96% 57.96%
2017-04 +1.39% +0.27% — — — — +0.52 +2.47 4.08 98.77% 59.56% 59.56%
2017-03 -0.62% -1.10% — — — — +0.52 +1.95 3.52 98.30% 59.09% 59.09%
2017-02 +0.61% -0.49% — — — — +0.59 +1.43 3.02 96.36% 57.95% 57.95%
2017-01 -1.09% -1.09% — — — — +0.84 +0.84 2.41 97.93% 58.51% 58.51%

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.