חודשים בטווח
120
מנורה מבטחים משלימה - יעד לפרישה 2030
נתונים היסטוריים מלאים עבור מנורה מבטחים משלימה - יעד לפרישה 2030, 120 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 1619 | שם קרן: מנורה מבטחים משלימה - יעד לפרישה 2030 | סיווג קרן: קרנות כלליות | חברה שולטת: מנורה מבטחים החזקות בע"מ | חברה מנהלת: מנורה מבטחים פנסיה וגמל בע"מ | אוכלוסיית יעד: — | התמחות: — | תת התמחות: —.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מנורה מבטחים משלימה - יעד לפרישה 2030 ישירות למייל.
תשואה חודשית אחרונה
+1.81%
תשואה מצטברת מההתחלה
+82.17%
| 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 | +1.81% | +82.17% | 0.26% | +0.36% | 1.03 | 4.61% | -1.82 | 1223.86 | 31.18% | 32.02% | 13.97% |
| 2026-04 | +2.75% | +78.93% | 0.26% | +0.00% | 0.96 | 4.57% | -9.74 | 1205.85 | 31.30% | 32.94% | 14.16% |
| 2026-03 | -1.84% | +74.14% | 0.26% | +0.00% | 0.85 | 4.50% | -13.40 | 1177.51 | 30.92% | 33.16% | 13.77% |
| 2026-02 | +0.52% | +77.41% | 0.26% | +0.24% | 1.14 | 4.40% | -4.82 | 1213.68 | 31.67% | 33.39% | 15.07% |
| 2026-01 | +1.74% | +76.49% | 0.26% | +0.36% | 1.15 | 4.40% | -8.28 | 1208.08 | 31.12% | 33.60% | 15.09% |
| 2025-12 | +0.85% | +73.47% | 0.27% | +0.36% | 1.08 | 4.40% | -0.77 | 703.18 | 35.72% | 32.52% | 17.50% |
| 2025-11 | +1.06% | +72.01% | 0.27% | +0.48% | 1.09 | 4.40% | -1.15 | 698.82 | 34.12% | 31.00% | 16.27% |
| 2025-10 | +1.17% | +70.21% | 0.27% | +0.36% | 1.10 | 4.71% | -4.08 | 692.20 | 33.61% | 31.16% | 16.36% |
| 2025-09 | +1.87% | +68.24% | 0.27% | +0.36% | 1.06 | 4.71% | -0.34 | 689.88 | 33.24% | 30.90% | 17.09% |
| 2025-08 | +1.00% | +65.15% | 0.27% | +0.36% | 0.92 | 4.75% | +7.39 | 678.04 | 32.89% | 31.37% | 15.99% |
| 2025-07 | +0.69% | +63.51% | 0.27% | +0.36% | 0.92 | 4.82% | +6.07 | 664.60 | 33.16% | 31.77% | 16.33% |
| 2025-06 | +2.65% | +62.39% | 0.27% | +0.36% | 0.95 | 4.88% | +0.99 | 655.15 | 33.19% | 32.96% | 16.91% |
| 2025-05 | +1.59% | +58.20% | 0.27% | +0.72% | 0.80 | 4.82% | +1.62 | 636.77 | 32.99% | 33.78% | 16.33% |
| 2025-04 | +0.92% | +55.72% | 0.27% | +0.84% | 0.75 | 4.82% | +0.29 | 627.02 | 32.39% | 34.41% | 15.49% |
| 2025-03 | -0.83% | +54.31% | 0.27% | +0.96% | 0.78 | 5.20% | +5.48 | 621.05 | 31.88% | 34.33% | 16.17% |
| 2025-02 | -0.02% | +55.60% | 0.27% | +0.00% | 0.56 | 6.86% | -5.68 | 622.53 | 31.56% | 33.09% | 15.69% |
| 2025-01 | +1.04% | +55.63% | 0.27% | +0.36% | 0.55 | 6.96% | +9.09 | 620.49 | 32.43% | 33.83% | 17.04% |
| 2024-12 | +0.73% | +54.03% | 0.34% | +0.24% | 0.52 | 6.96% | +1.96 | 606.04 | 31.65% | 34.17% | 17.24% |
| 2024-11 | +1.63% | +52.91% | 0.34% | +0.36% | 0.52 | 6.96% | +3.67 | 600.40 | 32.16% | 34.86% | 16.15% |
| 2024-10 | +0.34% | +50.46% | 0.34% | +0.36% | 0.46 | 6.93% | +2.50 | 585.55 | 32.54% | 36.65% | 17.37% |
| 2024-09 | +1.33% | +49.95% | 0.34% | +0.36% | 0.49 | 6.93% | +3.04 | 582.58 | 32.60% | 36.13% | 17.82% |
| 2024-08 | +0.88% | +47.98% | 0.34% | — | 0.43 | 6.93% | +3.47 | 573.41 | 31.94% | 37.40% | 18.17% |
| 2024-07 | +1.06% | +46.69% | 0.34% | +0.48% | 0.42 | 6.93% | +4.50 | 564.40 | 31.94% | 36.61% | 18.34% |
| 2024-06 | +0.57% | +45.15% | 0.34% | +0.48% | 0.40 | 6.93% | -1.93 | 554.48 | 31.94% | 36.61% | 19.82% |
| 2024-05 | +0.54% | +44.33% | 0.34% | +0.36% | 0.42 | 6.96% | +4.68 | 554.48 | 31.40% | 36.06% | 17.62% |
| 2024-04 | -1.06% | +43.55% | 0.34% | +0.48% | 0.40 | 6.96% | +2.75 | 546.36 | 31.11% | 35.24% | 16.93% |
| 2024-03 | +1.61% | +45.09% | 0.34% | +0.48% | 0.51 | 6.96% | +2.99 | 549.60 | 31.59% | 36.16% | 18.08% |
| 2024-02 | +1.53% | +42.79% | 0.34% | +0.48% | 0.46 | 6.93% | -2.01 | 538.92 | 30.28% | 35.29% | 16.67% |
| 2024-01 | +0.12% | +40.64% | 0.34% | +0.60% | 0.42 | 6.93% | +3.79 | 528.55 | 29.62% | 35.96% | 16.32% |
| 2023-12 | +1.73% | +40.47% | 0.38% | +0.48% | 0.47 | 7.00% | +3.13 | 524.56 | 29.76% | 36.71% | 17.10% |
| 2023-11 | +2.78% | +38.08% | 0.38% | +0.72% | 0.37 | 7.07% | +6.45 | 513.26 | 29.13% | 37.73% | 16.18% |
| 2023-10 | -2.34% | +34.35% | 0.38% | +0.84% | 0.26 | 7.00% | +3.60 | 494.16 | 28.82% | 36.76% | 15.91% |
| 2023-09 | -0.96% | +37.57% | 0.38% | +0.60% | 0.39 | 6.93% | +6.76 | 501.99 | 29.40% | 35.81% | 16.78% |
| 2023-08 | -0.12% | +38.90% | 0.38% | +0.60% | 0.47 | 6.93% | +4.45 | 500.77 | 30.36% | 36.16% | 16.54% |
| 2023-07 | +1.96% | +39.07% | 0.38% | +0.48% | 0.51 | 6.93% | +5.93 | 498.39 | 30.99% | 35.42% | 16.85% |
| 2023-06 | +1.59% | +36.39% | 0.38% | +0.48% | 0.46 | 6.89% | +4.13 | 484.77 | 30.44% | 35.96% | 16.66% |
| 2023-05 | +0.86% | +34.26% | 0.38% | +0.24% | 0.40 | 6.86% | +5.36 | 472.68 | 29.97% | 35.20% | 15.77% |
| 2023-04 | +1.16% | +33.11% | 0.38% | +0.24% | 0.38 | 6.86% | +2.95 | 464.17 | 30.17% | 35.69% | 16.02% |
| 2023-03 | +0.30% | +31.59% | 0.38% | +0.12% | 0.35 | 6.86% | +5.30 | 457.01 | 30.09% | 37.96% | 15.70% |
| 2023-02 | -1.86% | +31.19% | 0.38% | +0.36% | 0.35 | 6.86% | -2.92 | 443.46 | 30.56% | 38.29% | 15.24% |
| 2023-01 | +1.86% | +33.68% | 0.38% | +0.48% | 0.46 | 6.82% | +6.69 | 454.83 | 29.82% | 37.89% | 17.00% |
| 2022-12 | -1.09% | +31.24% | 0.44% | +0.48% | 0.41 | 6.79% | +0.76 | 440.79 | 29.60% | 37.67% | 17.61% |
| 2022-11 | +0.94% | +32.69% | 0.44% | +0.48% | 0.49 | 6.79% | +5.04 | 445.84 | 29.82% | 36.91% | 17.68% |
| 2022-10 | +1.46% | +31.45% | 0.44% | +0.24% | 0.47 | 6.75% | +5.25 | 437.26 | 29.13% | 35.53% | 16.92% |
| 2022-09 | -3.23% | +29.56% | 0.44% | +0.24% | 0.43 | 6.75% | +3.43 | 425.93 | 28.85% | 35.07% | 15.98% |
| 2022-08 | -1.28% | +33.88% | 0.44% | +0.24% | 0.63 | 6.55% | +1.33 | 437.72 | 29.62% | 34.37% | 16.38% |
| 2022-07 | +2.23% | +35.62% | 0.44% | +0.24% | 0.73 | 6.51% | +9.61 | 441.98 | 30.10% | 35.73% | 17.53% |
| 2022-06 | -1.08% | +32.66% | 0.44% | +0.24% | 0.65 | 6.48% | +9.25 | 422.95 | 30.46% | 36.62% | 18.82% |
| 2022-05 | -2.22% | +34.11% | 0.44% | +0.48% | 0.71 | 6.44% | +2.55 | 420.35 | 30.80% | 37.31% | 20.16% |
| 2022-04 | -0.87% | +37.15% | 0.44% | +0.24% | 0.87 | 6.34% | +2.49 | 424.44 | 31.06% | 34.97% | 18.47% |
| 2022-03 | +0.46% | +38.36% | 0.44% | +0.12% | 0.94 | 6.30% | +11.20 | 427.76 | 31.82% | 35.93% | 20.47% |
| 2022-02 | -0.71% | +37.72% | 0.44% | +0.12% | 0.94 | 6.30% | +1.44 | 409.61 | 32.86% | 37.57% | 19.66% |
| 2022-01 | -1.28% | +38.71% | 0.44% | +0.12% | 0.99 | 6.27% | +8.44 | 411.97 | 32.69% | 37.17% | 19.51% |
| 2021-12 | +1.31% | +40.51% | 0.49% | +0.24% | 1.09 | 6.24% | +6.91 | 408.75 | 32.88% | 33.32% | 21.11% |
| 2021-11 | +0.21% | +38.69% | 0.49% | +0.12% | 1.05 | 6.24% | +2.63 | 397.05 | 33.20% | 38.44% | 20.83% |
| 2021-10 | +1.71% | +38.40% | 0.49% | +0.36% | 1.05 | 6.24% | +4.66 | 393.93 | 33.72% | 38.37% | 22.25% |
| 2021-09 | -0.23% | +36.07% | 0.49% | +0.36% | 0.98 | 6.20% | +3.48 | 383.64 | 33.56% | 34.54% | 21.73% |
| 2021-08 | +1.25% | +36.39% | 0.49% | +0.48% | 1.00 | 6.20% | +2.92 | 381.16 | 33.91% | 38.86% | 22.18% |
| 2021-07 | +0.41% | +34.70% | 0.49% | +0.60% | 0.94 | 6.20% | +7.75 | 373.71 | 33.86% | 38.75% | 21.55% |
| 2021-06 | +0.72% | +34.15% | 0.49% | +0.60% | 0.96 | 6.24% | +2.82 | 365.29 | 34.75% | 36.51% | 22.57% |
| 2021-05 | +1.22% | +33.19% | 0.49% | +0.48% | 0.93 | 6.27% | +1.80 | 360.13 | 34.79% | 40.02% | 21.87% |
| 2021-04 | +1.76% | +31.59% | 0.49% | — | — | — | +2.45 | 353.70 | 34.73% | 40.08% | 21.13% |
| 2021-03 | +1.69% | +29.31% | 0.49% | — | — | — | -6.11 | 346.47 | 35.26% | 37.60% | 22.36% |
| 2021-02 | +0.61% | +27.16% | 0.49% | — | — | — | +1.71 | 340.05 | 35.28% | 42.41% | 22.89% |
| 2021-01 | +1.14% | +26.39% | 0.49% | — | — | — | +1.69 | 338.53 | 34.84% | 42.40% | 23.77% |
| 2020-12 | +1.68% | +24.97% | 0.53% | — | — | — | +1.28 | 331.17 | 35.24% | 37.63% | 24.63% |
| 2020-11 | +4.35% | +22.90% | 0.53% | — | — | — | +2.67 | 325.08 | 34.33% | 42.52% | 24.50% |
| 2020-10 | +0.28% | +17.78% | 0.53% | — | — | — | +3.05 | 308.75 | 33.18% | 41.96% | 22.64% |
| 2020-09 | -1.35% | +17.45% | 0.53% | — | — | — | +3.60 | 305.39 | 33.28% | 36.59% | 23.98% |
| 2020-08 | +2.42% | +19.06% | 0.53% | — | — | — | +3.60 | 306.55 | 33.30% | 40.56% | 22.60% |
| 2020-07 | +2.20% | +16.24% | 0.53% | — | — | — | +5.39 | 296.27 | 32.98% | 40.34% | 22.18% |
| 2020-06 | -0.69% | +13.74% | 0.53% | — | — | — | +3.11 | 284.97 | 32.58% | 36.25% | 21.51% |
| 2020-05 | +1.46% | +14.53% | 0.53% | — | — | — | -0.83 | 284.22 | 32.27% | 39.14% | 21.17% |
| 2020-04 | +4.93% | +12.88% | 0.53% | — | — | — | +2.38 | 281.27 | 31.76% | 37.42% | 19.68% |
| 2020-03 | -9.46% | +7.58% | 0.53% | — | — | — | -3.61 | 266.30 | 31.16% | 34.51% | 18.21% |
| 2020-02 | -2.14% | +18.82% | 0.53% | — | — | — | +2.42 | 291.85 | 31.86% | 35.32% | 17.59% |
| 2020-01 | +0.22% | +21.42% | 0.53% | — | — | — | +5.29 | 295.13 | 32.51% | 36.10% | 19.79% |
| 2019-12 | +0.73% | +21.15% | 0.57% | — | — | — | +0.87 | 290.76 | 32.78% | 34.91% | 20.93% |
| 2019-11 | +0.64% | +20.28% | 0.57% | — | — | — | +3.73 | 287.75 | 30.53% | 35.03% | 21.56% |
| 2019-10 | +1.10% | +19.51% | 0.57% | — | — | — | +2.51 | 282.88 | 30.60% | 35.32% | 21.67% |
| 2019-09 | +1.18% | +18.21% | 0.57% | — | — | — | +3.55 | 276.02 | 30.17% | 32.58% | 21.39% |
| 2019-08 | -0.53% | +16.83% | 0.57% | — | — | — | +2.41 | 271.30 | 29.03% | 33.84% | 21.51% |
| 2019-07 | +0.57% | +17.45% | 0.57% | — | — | — | +3.97 | 269.81 | 29.49% | 34.21% | 21.74% |
| 2019-06 | +1.72% | +16.79% | 0.57% | — | — | — | +3.02 | 264.09 | 30.24% | 34.07% | 23.22% |
| 2019-05 | -0.64% | +14.81% | 0.57% | — | — | — | -0.29 | 256.92 | 29.71% | 34.71% | 22.62% |
| 2019-04 | +1.50% | +15.55% | 0.57% | — | — | — | +3.79 | 259.04 | 30.06% | 34.91% | 22.85% |
| 2019-03 | +0.75% | +13.85% | 0.57% | — | — | — | -0.08 | 251.46 | 30.47% | 33.96% | 23.05% |
| 2019-02 | +1.15% | +13.00% | 0.57% | — | — | — | +2.50 | 245.72 | 29.89% | 35.04% | 23.32% |
| 2019-01 | +2.43% | +11.71% | 0.57% | — | — | — | +4.77 | 239.79 | 30.34% | 35.40% | 23.82% |
| 2018-12 | -2.43% | +9.06% | 0.58% | — | — | — | +2.15 | 230.16 | 29.49% | 34.52% | 23.25% |
| 2018-11 | +0.36% | +11.78% | 0.58% | — | — | — | +2.28 | 233.62 | 29.95% | 34.67% | 23.01% |
| 2018-10 | -1.52% | +11.38% | 0.58% | — | — | — | +4.94 | 230.98 | 29.21% | 34.07% | 22.81% |
| 2018-09 | +0.00% | +13.10% | 0.58% | — | — | — | +1.94 | 231.29 | 29.77% | 33.62% | 22.82% |
| 2018-08 | +0.87% | +13.10% | 0.58% | — | — | — | +2.29 | 228.81 | 30.27% | 33.87% | 22.67% |
| 2018-07 | +1.24% | +12.12% | 0.58% | — | — | — | +3.91 | 224.06 | 30.28% | 34.93% | 23.38% |
| 2018-06 | -0.16% | +10.75% | 0.58% | — | — | — | +2.88 | 220.72 | 28.67% | 33.80% | 22.38% |
| 2018-05 | -0.01% | +10.93% | 0.58% | — | — | — | +3.08 | 218.22 | 29.34% | 33.85% | 21.90% |
| 2018-04 | +0.76% | +10.94% | 0.58% | — | — | — | +1.22 | 215.39 | 29.69% | 33.98% | 21.28% |
| 2018-03 | -0.29% | +10.10% | 0.58% | — | — | — | +2.00 | 210.21 | 29.02% | 33.57% | 21.21% |
| 2018-02 | -0.93% | +10.42% | 0.58% | — | — | — | +2.60 | 208.96 | 30.10% | 33.30% | 20.67% |
| 2018-01 | +1.37% | +11.46% | 0.58% | — | — | — | +4.07 | 208.41 | 30.44% | 31.94% | 20.26% |
| 2017-12 | +0.68% | +9.95% | 0.60% | — | — | — | +2.61 | 201.85 | 30.22% | 30.12% | 19.92% |
| 2017-11 | +0.70% | +9.21% | 0.60% | — | — | — | +3.33 | 197.83 | 30.71% | 31.14% | 21.28% |
| 2017-10 | +0.90% | +8.45% | 0.60% | — | — | — | +2.24 | 193.36 | 30.50% | 31.28% | 21.09% |
| 2017-09 | +0.41% | +7.48% | 0.60% | — | — | — | +3.50 | 189.52 | 30.30% | 28.05% | 20.07% |
| 2017-08 | +0.69% | +7.04% | 0.60% | — | — | — | +4.85 | 185.49 | 30.02% | 30.47% | 20.35% |
| 2017-07 | +1.15% | +6.31% | 0.60% | — | — | — | +3.02 | 180.71 | 29.72% | 29.37% | 19.73% |
| 2017-06 | -0.28% | +5.10% | 0.60% | — | — | — | +0.86 | 175.85 | 29.88% | 28.17% | 19.96% |
| 2017-05 | +0.73% | +5.40% | 0.60% | — | — | — | +1.85 | 175.41 | 29.80% | 28.95% | 19.62% |
| 2017-04 | +1.00% | +4.63% | 0.60% | — | — | — | +0.75 | 172.27 | 30.09% | 29.69% | 19.71% |
| 2017-03 | +0.45% | +3.60% | 0.60% | — | — | — | +1.85 | 169.69 | 29.89% | 29.84% | 21.04% |
| 2017-02 | +0.37% | +3.13% | 0.60% | — | — | — | +2.14 | 166.94 | 29.23% | 29.05% | 19.81% |
| 2017-01 | +0.17% | +2.75% | 0.60% | — | — | — | +3.39 | 164.10 | 29.74% | 30.26% | 19.89% |
| 2016-12 | +0.99% | +2.58% | 0.64% | — | — | — | +0.72 | 160.37 | 29.53% | 30.72% | 20.04% |
| 2016-11 | +0.31% | +1.57% | 0.64% | — | — | — | +3.92 | 158.28 | 29.75% | 30.58% | 19.88% |
| 2016-10 | +0.09% | +1.26% | 0.64% | — | — | — | +0.19 | 153.59 | 28.62% | 30.63% | 19.70% |
| 2016-09 | -0.52% | +1.17% | 0.64% | — | — | — | +1.98 | 153.33 | 28.57% | 30.38% | 19.68% |
| 2016-08 | -0.08% | +1.70% | 0.64% | — | — | — | +2.26 | 152.31 | 28.61% | 30.46% | 19.48% |
| 2016-07 | +1.94% | +1.78% | 0.64% | — | — | — | +3.24 | 149.32 | 28.78% | 31.12% | 20.94% |
| 2016-06 | -0.16% | -0.16% | 0.64% | — | — | — | +2.39 | 143.48 | 28.37% | 30.58% | 19.61% |
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.