פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · פנסיה

מנורה מבטחים משלימה - יעד לפרישה 2040 (1645)

נתונים היסטוריים מלאים עבור מנורה מבטחים משלימה - יעד לפרישה 2040 (1645), 96 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 1645 | שם קרן: מנורה מבטחים משלימה - יעד לפרישה 2040 | 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 מדדים

בחירת טווח זמן

בחירת עמודות

חודשים בטווח 96
תשואה חודשית אחרונה +2.00%
תשואה מצטברת בטווח +58.97%
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
2023-12 +2.00% +58.97% 0.38% +0.84% 0.55 8.87% +11.50 +680.41 1104.27 42.66% 45.51% 24.50%
2023-11 +2.82% +55.85% 0.38% +0.96% 0.43 9.08% +4.82 +668.91 1072.83 42.04% 47.22% 23.26%
2023-10 -2.32% +51.58% 0.38% +1.20% 0.35 9.01% +9.63 +664.09 1040.50 40.95% 45.90% 22.67%
2023-09 -1.01% +55.18% 0.38% +0.72% 0.44 9.04% +8.60 +654.46 1054.65 41.71% 44.92% 23.50%
2023-08 -0.32% +56.76% 0.38% +0.60% 0.50 9.01% +12.12 +645.86 1058.63 42.89% 45.27% 23.21%
2023-07 +2.63% +57.27% 0.38% +0.48% 0.55 9.01% +10.51 +633.74 1052.20 43.34% 44.62% 23.41%
2023-06 +1.95% +53.24% 0.38% +0.60% 0.49 8.97% +6.49 +623.23 1019.47 42.75% 45.40% 23.13%
2023-05 +0.74% +50.31% 0.38% +0.24% 0.43 8.97% +10.51 +616.74 991.58 42.13% 44.33% 22.09%
2023-04 +1.59% +49.20% 0.38% +0.12% 0.42 8.97% +8.90 +606.23 975.44 42.31% 44.89% 21.79%
2023-03 +0.18% +46.87% 0.38% +0.00% 0.39 8.94% +7.51 +597.33 955.65 42.41% 46.77% 22.05%
2023-02 -1.62% +46.60% 0.38% +0.24% 0.39 8.97% -5.96 +589.82 930.76 42.83% 46.27% 21.70%
2023-01 +2.22% +49.02% 0.38% +0.36% 0.45 8.94% +14.19 +595.78 952.60 41.80% 45.95% 21.11%
2022-12 -1.38% +45.78% 0.44% +0.36% 0.41 8.94% +15.14 +581.59 918.53 41.65% 45.74% 19.73%
2022-11 +1.41% +47.82% 0.44% +0.36% 0.49 8.90% +18.38 +566.45 918.54 42.40% 45.39% 19.58%
2022-10 +1.97% +45.76% 0.44% +0.00% 0.46 8.90% +14.07 +548.07 888.60 41.82% 43.85% 18.33%
2022-09 -4.10% +42.95% 0.44% +0.12% 0.41 8.90% +15.50 +534.00 857.09 41.84% 43.52% 17.32%
2022-08 -1.34% +49.06% 0.44% +0.12% 0.61 8.66% +16.72 +518.50 880.71 42.84% 42.38% 18.16%
2022-07 +2.95% +51.08% 0.44% +0.12% 0.69 8.63% +12.96 +501.78 876.14 44.32% 44.78% 20.08%
2022-06 -2.14% +46.76% 0.44% +0.12% 0.60 8.56% +11.76 +488.82 838.42 44.22% 45.23% 20.08%
2022-05 -2.47% +49.96% 0.44% +0.48% 0.70 8.45% +12.38 +477.06 847.84 44.83% 46.66% 20.34%
2022-04 -1.43% +53.76% 0.44% +0.12% 0.84 8.35% +10.40 +464.68 850.15 45.38% 44.35% 18.91%
2022-03 +0.71% +55.99% 0.44% +0.12% 0.92 8.31% +25.89 +454.28 858.24 45.31% 44.71% 21.36%
2022-02 -0.71% +54.89% 0.44% +0.12% 0.91 8.31% +5.30 +428.39 818.19 46.72% 46.84% 19.53%
2022-01 -1.55% +56.00% 0.44% +0.36% 0.96 8.28% +13.55 +423.09 820.24 46.66% 45.62% 19.33%
2021-12 +1.93% +58.46% 0.49% +0.48% 1.05 8.24% +22.76 +409.54 819.06 46.35% 40.00% 21.35%
2021-11 -0.07% +55.46% 0.49% +0.48% 1.00 8.21% +4.79 +386.78 782.11 47.06% 47.41% 20.93%
2021-10 +2.40% +55.57% 0.49% +0.84% 1.03 8.21% +10.07 +381.99 778.58 47.69% 47.27% 22.51%
2021-09 -0.60% +51.92% 0.49% +0.84% 0.95 8.18% +10.26 +371.92 751.91 47.84% 42.44% 22.22%
2021-08 +1.47% +52.84% 0.49% +1.08% 0.98 8.18% +6.08 +361.66 746.55 48.44% 48.72% 22.94%
2021-07 +0.41% +50.62% 0.49% +1.32% 0.93 8.18% +12.50 +355.58 728.91 48.56% 49.26% 22.66%
2021-06 +0.85% +50.01% 0.49% +1.32% 0.96 8.21% +7.71 +343.08 715.62 49.57% 44.65% 23.08%
2021-05 +1.27% +48.74% 0.49% +1.20% 0.92 8.24% +4.23 +335.37 702.47 49.80% 50.09% 23.69%
2021-04 +2.40% +46.88% 0.49% +1.32% 0.90 8.24% +6.64 +331.14 687.94 49.92% 50.36% 24.01%
2021-03 +1.82% +43.44% 0.49% +1.20% 0.83 8.21% -5.67 +324.50 668.61 49.38% 45.19% 23.36%
2021-02 +1.04% +40.87% 0.49% +1.32% 0.79 8.21% +9.31 +330.17 652.00 48.32% 50.53% 23.67%
2021-01 +1.23% +39.42% 0.49% +0.84% 0.75 8.24% +9.21 +320.86 639.34 47.46% 50.07% 23.33%
2020-12 +2.26% +37.73% 0.53% +1.44% 0.72 8.21% +7.15 +311.65 619.93 47.93% 45.34% 24.88%
2020-11 +5.76% +34.68% 0.53% — — — +4.63 +304.50 600.12 46.77% 51.74% 25.21%
2020-10 +0.45% +27.35% 0.53% — — — +8.14 +299.87 561.99 45.86% 51.63% 22.31%
2020-09 -1.72% +26.78% 0.53% — — — +9.90 +291.73 553.09 46.25% 43.80% 22.83%
2020-08 +3.01% +29.00% 0.53% — — — +8.47 +281.83 553.73 45.73% 51.74% 22.53%
2020-07 +3.01% +25.23% 0.53% — — — +9.09 +273.36 529.70 46.77% 52.79% 22.72%
2020-06 -0.54% +21.57% 0.53% — — — +7.20 +264.27 506.27 46.46% 46.81% 22.53%
2020-05 +1.85% +22.23% 0.53% — — — +3.75 +257.07 502.48 47.02% 51.18% 23.57%
2020-04 +6.41% +20.01% 0.53% — — — +3.21 +253.32 490.14 46.79% 49.39% 21.76%
2020-03 -11.71% +12.78% 0.53% — — — -5.15 +250.11 458.47 46.49% 44.93% 19.36%
2020-02 -3.32% +27.74% 0.53% — — — +5.14 +255.26 515.85 45.91% 45.12% 17.47%
2020-01 +0.15% +32.12% 0.53% — — — +11.15 +250.12 526.63 46.34% 45.69% 21.02%
2019-12 +1.05% +31.93% 0.57% — — — +4.75 +238.97 518.16 46.25% 41.91% 20.19%
2019-11 +1.17% +30.55% 0.57% — — — +6.03 +234.22 507.75 50.29% 45.72% 21.54%
2019-10 +1.47% +29.04% 0.57% — — — +7.31 +228.19 497.10 50.55% 46.30% 21.76%
2019-09 +1.66% +27.18% 0.57% — — — +6.99 +220.88 479.95 50.35% 42.22% 21.51%
2019-08 -0.99% +25.10% 0.57% — — — +8.03 +213.89 469.37 48.61% 44.46% 22.03%
2019-07 +0.67% +26.35% 0.57% — — — +7.76 +205.86 464.76 49.01% 45.03% 22.24%
2019-06 +2.44% +25.51% 0.57% — — — +5.19 +198.10 453.66 50.02% 43.82% 23.93%
2019-05 -1.28% +22.52% 0.57% — — — +3.30 +192.91 437.70 49.59% 45.35% 22.59%
2019-04 +2.20% +24.11% 0.57% — — — +6.27 +189.61 440.74 49.91% 46.03% 23.31%
2019-03 +0.70% +21.44% 0.57% — — — +2.30 +183.34 425.09 50.42% 43.47% 22.97%
2019-02 +1.48% +20.59% 0.57% — — — +5.13 +181.04 414.28 50.32% 46.44% 23.92%
2019-01 +3.54% +18.83% 0.57% — — — +10.29 +175.91 402.27 50.34% 46.52% 23.56%
2018-12 -3.98% +14.77% 0.58% — — — +4.90 +165.62 379.41 49.88% 45.99% 23.62%
2018-11 +0.83% +19.53% 0.58% — — — +7.42 +160.72 390.15 50.46% 46.56% 24.15%
2018-10 -2.60% +18.54% 0.58% — — — +9.13 +153.30 380.10 49.22% 45.97% 23.44%
2018-09 -0.03% +21.71% 0.58% — — — +5.70 +144.17 383.82 48.18% 44.47% 23.28%
2018-08 +1.38% +21.74% 0.58% — — — +4.59 +138.47 376.88 49.17% 45.07% 23.21%
2018-07 +1.75% +20.09% 0.58% — — — +7.97 +133.88 366.66 49.09% 46.46% 23.60%
2018-06 -0.50% +18.02% 0.58% — — — +6.10 +125.91 357.51 47.95% 45.26% 21.54%
2018-05 +0.17% +18.62% 0.58% — — — +5.16 +119.81 352.96 49.14% 45.42% 21.43%
2018-04 +0.97% +18.41% 0.58% — — — +1.97 +114.65 347.58 49.83% 45.93% 20.71%
2018-03 -0.81% +17.28% 0.58% — — — +6.50 +112.68 338.85 48.77% 45.42% 20.68%
2018-02 -1.41% +18.23% 0.58% — — — +6.50 +106.18 335.36 49.86% 45.22% 20.52%
2018-01 +2.19% +19.92% 0.58% — — — +7.84 +99.68 333.63 50.56% 43.73% 21.44%
2017-12 +0.94% +17.35% 0.60% — — — +5.83 +91.84 319.17 49.68% 40.52% 20.51%
2017-11 +0.79% +16.26% 0.60% — — — +5.33 +86.01 310.51 50.71% 43.52% 21.65%
2017-10 +1.27% +15.35% 0.60% — — — +5.83 +80.68 303.27 50.41% 43.33% 20.91%
2017-09 +0.90% +13.90% 0.60% — — — +6.57 +74.85 293.50 50.56% 39.40% 21.03%
2017-08 +0.61% +12.89% 0.60% — — — +7.06 +68.28 284.72 50.00% 42.87% 20.50%
2017-07 +1.25% +12.20% 0.60% — — — +6.69 +61.22 277.96 48.86% 40.75% 19.65%
2017-06 -0.10% +10.82% 0.60% — — — +3.50 +54.53 268.07 49.63% 38.77% 20.40%
2017-05 +0.94% +10.93% 0.60% — — — +4.33 +51.03 264.74 49.50% 40.54% 20.17%
2017-04 +1.10% +9.90% 0.60% — — — -0.18 +46.70 257.96 49.94% 41.42% 19.87%
2017-03 +0.61% +8.70% 0.60% — — — +5.00 +46.88 255.16 49.71% 41.55% 21.26%
2017-02 +0.91% +8.04% 0.60% — — — +4.00 +41.88 248.46 48.87% 40.61% 19.58%
2017-01 +0.21% +7.07% 0.60% — — — +8.53 +37.88 242.10 49.54% 41.78% 22.33%
2016-12 +1.35% +6.84% 0.64% — — — +2.85 +29.35 232.99 49.43% 42.11% 22.06%
2016-11 +1.08% +5.42% 0.64% — — — +7.44 +26.50 227.38 49.27% 42.38% 22.61%
2016-10 -0.21% +4.29% 0.64% — — — +0.66 +19.06 217.16 48.20% 42.18% 21.45%
2016-09 -0.48% +4.51% 0.64% — — — +4.67 +18.40 217.02 48.12% 42.02% 21.77%
2016-08 +0.13% +5.02% 0.64% — — — +4.33 +13.73 213.66 48.36% 42.05% 21.37%
2016-07 +2.73% +4.88% 0.64% — — — +5.81 +9.40 207.78 48.87% 43.35% 23.24%
2016-06 -0.79% +2.09% 0.64% — — — +3.59 +3.59 196.81 48.85% 43.10% 21.59%
2016-05 +1.04% +2.91% 0.64% — — — — +0.00 195.86 — — —
2016-04 +0.81% +1.85% 0.64% — — — — +0.00 189.66 — — —
2016-03 +1.22% +1.03% 0.64% — — — — +0.00 0.76 — — —
2016-02 -1.03% -0.19% 0.64% — — — — +0.00 0.15 — — —
2016-01 +0.85% +0.85% 0.64% — — — — +0.00 0.04 — — —

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.