חודשים בטווח
125
מנורה מבטחים משלימה - יעד לפרישה 2040
נתונים היסטוריים מלאים עבור מנורה מבטחים משלימה - יעד לפרישה 2040, 125 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 מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מנורה מבטחים משלימה - יעד לפרישה 2040 ישירות למייל.
תשואה חודשית אחרונה
+2.13%
תשואה מצטברת מההתחלה
+118.18%
| 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 | +2.13% | +118.18% | 0.26% | +0.36% | 1.16 | 5.72% | +8.89 | 1666.16 | 47.55% | 37.39% | 17.96% |
| 2026-04 | +3.83% | +113.63% | 0.26% | -0.24% | 1.09 | 5.68% | +6.05 | 1624.50 | 47.36% | 37.50% | 17.84% |
| 2026-03 | -2.58% | +105.75% | 0.26% | -0.24% | 0.97 | 5.58% | +1.07 | 1558.45 | 47.59% | 38.08% | 17.36% |
| 2026-02 | +0.62% | +111.20% | 0.26% | +0.00% | 1.30 | 5.40% | -6.68 | 1599.35 | 48.93% | 38.75% | 19.02% |
| 2026-01 | +2.20% | +109.90% | 0.26% | +0.24% | 1.31 | 5.40% | +7.08 | 1583.03 | 48.35% | 39.23% | 19.26% |
| 2025-12 | +1.06% | +105.38% | 0.27% | +0.12% | 1.23 | 5.37% | +7.15 | 1543.30 | 46.18% | 38.57% | 19.95% |
| 2025-11 | +1.37% | +103.23% | 0.27% | +0.36% | 1.24 | 5.40% | +7.29 | 1521.42 | 46.66% | 38.79% | 20.09% |
| 2025-10 | +1.29% | +100.48% | 0.27% | +0.24% | 1.23 | 5.85% | +9.45 | 1493.10 | 46.43% | 39.29% | 20.36% |
| 2025-09 | +2.34% | +97.93% | 0.27% | +0.12% | 1.20 | 5.85% | +3.04 | 1467.86 | 46.54% | 39.57% | 21.46% |
| 2025-08 | +1.12% | +93.40% | 0.27% | +0.12% | 1.05 | 5.89% | -3.02 | 1432.30 | 46.39% | 40.24% | 20.95% |
| 2025-07 | +0.92% | +91.26% | 0.27% | +0.00% | 1.06 | 5.99% | +11.07 | 1420.70 | 46.22% | 40.44% | 21.20% |
| 2025-06 | +3.12% | +89.52% | 0.27% | +0.12% | 1.08 | 6.06% | +9.54 | 1398.63 | 46.31% | 41.60% | 22.30% |
| 2025-05 | +2.33% | +83.78% | 0.27% | +0.72% | 0.94 | 5.99% | +4.51 | 1346.54 | 46.52% | 43.81% | 21.79% |
| 2025-04 | +0.98% | +79.60% | 0.27% | +0.96% | 0.87 | 5.99% | +1.98 | 1314.70 | 46.08% | 45.49% | 20.72% |
| 2025-03 | -0.97% | +77.86% | 0.27% | +1.08% | 0.91 | 6.51% | +4.98 | 1300.60 | 45.42% | 45.44% | 22.37% |
| 2025-02 | -0.36% | +79.60% | 0.27% | -0.12% | 0.66 | 8.56% | -17.21 | 1313.82 | 45.08% | 43.25% | 22.08% |
| 2025-01 | +1.38% | +80.25% | 0.27% | +0.24% | 0.64 | 8.73% | +7.57 | 1315.85 | 46.09% | 44.11% | 23.71% |
| 2024-12 | +0.68% | +77.79% | 0.34% | +0.12% | 0.60 | 8.69% | +2.34 | 1292.19 | 45.76% | 44.84% | 24.13% |
| 2024-11 | +1.65% | +76.59% | 0.34% | +0.36% | 0.61 | 8.73% | +0.82 | 1284.94 | 45.44% | 44.83% | 22.68% |
| 2024-10 | +0.25% | +73.73% | 0.34% | +0.36% | 0.57 | 8.69% | +7.56 | 1259.92 | 45.78% | 46.67% | 23.96% |
| 2024-09 | +1.70% | +73.29% | 0.34% | +0.36% | 0.60 | 8.73% | +10.66 | 1252.16 | 45.97% | 46.16% | 24.60% |
| 2024-08 | +0.80% | +70.40% | 0.34% | — | 0.55 | 8.73% | +3.68 | 1224.26 | 45.33% | 48.10% | 24.75% |
| 2024-07 | +1.14% | +69.04% | 0.34% | +0.48% | 0.54 | 8.73% | +6.38 | 1209.17 | 45.23% | 47.05% | 24.99% |
| 2024-06 | +0.80% | +67.14% | 0.34% | +0.84% | 0.52 | 8.73% | +7.25 | 1190.31 | 45.12% | 46.61% | 27.56% |
| 2024-05 | +0.99% | +65.81% | 0.34% | +0.72% | 0.54 | 8.76% | +6.03 | 1176.83 | 44.82% | 46.15% | 24.64% |
| 2024-04 | -1.16% | +64.19% | 0.34% | +0.72% | 0.50 | 8.80% | +3.14 | 1158.03 | 44.42% | 45.13% | 23.69% |
| 2024-03 | +2.26% | +66.11% | 0.34% | +0.60% | 0.60 | 8.80% | +4.04 | 1169.23 | 44.87% | 45.00% | 25.92% |
| 2024-02 | +2.02% | +62.44% | 0.34% | +0.72% | 0.54 | 8.76% | -6.82 | 1141.26 | 43.16% | 43.89% | 23.98% |
| 2024-01 | +0.16% | +59.23% | 0.34% | +0.84% | 0.49 | 8.76% | +10.73 | 1115.70 | 42.36% | 44.78% | 23.53% |
| 2023-12 | +2.00% | +58.97% | 0.38% | +0.84% | 0.55 | 8.87% | +11.50 | 1104.27 | 42.66% | 45.51% | 24.50% |
| 2023-11 | +2.82% | +55.85% | 0.38% | +0.96% | 0.43 | 9.08% | +4.82 | 1072.83 | 42.04% | 47.22% | 23.26% |
| 2023-10 | -2.32% | +51.58% | 0.38% | +1.20% | 0.35 | 9.01% | +9.63 | 1040.50 | 40.95% | 45.90% | 22.67% |
| 2023-09 | -1.01% | +55.18% | 0.38% | +0.72% | 0.44 | 9.04% | +8.60 | 1054.65 | 41.71% | 44.92% | 23.50% |
| 2023-08 | -0.32% | +56.76% | 0.38% | +0.60% | 0.50 | 9.01% | +12.12 | 1058.63 | 42.89% | 45.27% | 23.21% |
| 2023-07 | +2.63% | +57.27% | 0.38% | +0.48% | 0.55 | 9.01% | +10.51 | 1052.20 | 43.34% | 44.62% | 23.41% |
| 2023-06 | +1.95% | +53.24% | 0.38% | +0.60% | 0.49 | 8.97% | +6.49 | 1019.47 | 42.75% | 45.40% | 23.13% |
| 2023-05 | +0.74% | +50.31% | 0.38% | +0.24% | 0.43 | 8.97% | +10.51 | 991.58 | 42.13% | 44.33% | 22.09% |
| 2023-04 | +1.59% | +49.20% | 0.38% | +0.12% | 0.42 | 8.97% | +8.90 | 975.44 | 42.31% | 44.89% | 21.79% |
| 2023-03 | +0.18% | +46.87% | 0.38% | +0.00% | 0.39 | 8.94% | +7.51 | 955.65 | 42.41% | 46.77% | 22.05% |
| 2023-02 | -1.62% | +46.60% | 0.38% | +0.24% | 0.39 | 8.97% | -5.96 | 930.76 | 42.83% | 46.27% | 21.70% |
| 2023-01 | +2.22% | +49.02% | 0.38% | +0.36% | 0.45 | 8.94% | +14.19 | 952.60 | 41.80% | 45.95% | 21.11% |
| 2022-12 | -1.38% | +45.78% | 0.44% | +0.36% | 0.41 | 8.94% | +15.14 | 918.53 | 41.65% | 45.74% | 19.73% |
| 2022-11 | +1.41% | +47.82% | 0.44% | +0.36% | 0.49 | 8.90% | +18.38 | 918.54 | 42.40% | 45.39% | 19.58% |
| 2022-10 | +1.97% | +45.76% | 0.44% | +0.00% | 0.46 | 8.90% | +14.07 | 888.60 | 41.82% | 43.85% | 18.33% |
| 2022-09 | -4.10% | +42.95% | 0.44% | +0.12% | 0.41 | 8.90% | +15.50 | 857.09 | 41.84% | 43.52% | 17.32% |
| 2022-08 | -1.34% | +49.06% | 0.44% | +0.12% | 0.61 | 8.66% | +16.72 | 880.71 | 42.84% | 42.38% | 18.16% |
| 2022-07 | +2.95% | +51.08% | 0.44% | +0.12% | 0.69 | 8.63% | +12.96 | 876.14 | 44.32% | 44.78% | 20.08% |
| 2022-06 | -2.14% | +46.76% | 0.44% | +0.12% | 0.60 | 8.56% | +11.76 | 838.42 | 44.22% | 45.23% | 20.08% |
| 2022-05 | -2.47% | +49.96% | 0.44% | +0.48% | 0.70 | 8.45% | +12.38 | 847.84 | 44.83% | 46.66% | 20.34% |
| 2022-04 | -1.43% | +53.76% | 0.44% | +0.12% | 0.84 | 8.35% | +10.40 | 850.15 | 45.38% | 44.35% | 18.91% |
| 2022-03 | +0.71% | +55.99% | 0.44% | +0.12% | 0.92 | 8.31% | +25.89 | 858.24 | 45.31% | 44.71% | 21.36% |
| 2022-02 | -0.71% | +54.89% | 0.44% | +0.12% | 0.91 | 8.31% | +5.30 | 818.19 | 46.72% | 46.84% | 19.53% |
| 2022-01 | -1.55% | +56.00% | 0.44% | +0.36% | 0.96 | 8.28% | +13.55 | 820.24 | 46.66% | 45.62% | 19.33% |
| 2021-12 | +1.93% | +58.46% | 0.49% | +0.48% | 1.05 | 8.24% | +22.76 | 819.06 | 46.35% | 40.00% | 21.35% |
| 2021-11 | -0.07% | +55.46% | 0.49% | +0.48% | 1.00 | 8.21% | +4.79 | 782.11 | 47.06% | 47.41% | 20.93% |
| 2021-10 | +2.40% | +55.57% | 0.49% | +0.84% | 1.03 | 8.21% | +10.07 | 778.58 | 47.69% | 47.27% | 22.51% |
| 2021-09 | -0.60% | +51.92% | 0.49% | +0.84% | 0.95 | 8.18% | +10.26 | 751.91 | 47.84% | 42.44% | 22.22% |
| 2021-08 | +1.47% | +52.84% | 0.49% | +1.08% | 0.98 | 8.18% | +6.08 | 746.55 | 48.44% | 48.72% | 22.94% |
| 2021-07 | +0.41% | +50.62% | 0.49% | +1.32% | 0.93 | 8.18% | +12.50 | 728.91 | 48.56% | 49.26% | 22.66% |
| 2021-06 | +0.85% | +50.01% | 0.49% | +1.32% | 0.96 | 8.21% | +7.71 | 715.62 | 49.57% | 44.65% | 23.08% |
| 2021-05 | +1.27% | +48.74% | 0.49% | +1.20% | 0.92 | 8.24% | +4.23 | 702.47 | 49.80% | 50.09% | 23.69% |
| 2021-04 | +2.40% | +46.88% | 0.49% | +1.32% | 0.90 | 8.24% | +6.64 | 687.94 | 49.92% | 50.36% | 24.01% |
| 2021-03 | +1.82% | +43.44% | 0.49% | +1.20% | 0.83 | 8.21% | -5.67 | 668.61 | 49.38% | 45.19% | 23.36% |
| 2021-02 | +1.04% | +40.87% | 0.49% | +1.32% | 0.79 | 8.21% | +9.31 | 652.00 | 48.32% | 50.53% | 23.67% |
| 2021-01 | +1.23% | +39.42% | 0.49% | +0.84% | 0.75 | 8.24% | +9.21 | 639.34 | 47.46% | 50.07% | 23.33% |
| 2020-12 | +2.26% | +37.73% | 0.53% | +1.44% | 0.72 | 8.21% | +7.15 | 619.93 | 47.93% | 45.34% | 24.88% |
| 2020-11 | +5.76% | +34.68% | 0.53% | — | — | — | +4.63 | 600.12 | 46.77% | 51.74% | 25.21% |
| 2020-10 | +0.45% | +27.35% | 0.53% | — | — | — | +8.14 | 561.99 | 45.86% | 51.63% | 22.31% |
| 2020-09 | -1.72% | +26.78% | 0.53% | — | — | — | +9.90 | 553.09 | 46.25% | 43.80% | 22.83% |
| 2020-08 | +3.01% | +29.00% | 0.53% | — | — | — | +8.47 | 553.73 | 45.73% | 51.74% | 22.53% |
| 2020-07 | +3.01% | +25.23% | 0.53% | — | — | — | +9.09 | 529.70 | 46.77% | 52.79% | 22.72% |
| 2020-06 | -0.54% | +21.57% | 0.53% | — | — | — | +7.20 | 506.27 | 46.46% | 46.81% | 22.53% |
| 2020-05 | +1.85% | +22.23% | 0.53% | — | — | — | +3.75 | 502.48 | 47.02% | 51.18% | 23.57% |
| 2020-04 | +6.41% | +20.01% | 0.53% | — | — | — | +3.21 | 490.14 | 46.79% | 49.39% | 21.76% |
| 2020-03 | -11.71% | +12.78% | 0.53% | — | — | — | -5.15 | 458.47 | 46.49% | 44.93% | 19.36% |
| 2020-02 | -3.32% | +27.74% | 0.53% | — | — | — | +5.14 | 515.85 | 45.91% | 45.12% | 17.47% |
| 2020-01 | +0.15% | +32.12% | 0.53% | — | — | — | +11.15 | 526.63 | 46.34% | 45.69% | 21.02% |
| 2019-12 | +1.05% | +31.93% | 0.57% | — | — | — | +4.75 | 518.16 | 46.25% | 41.91% | 20.19% |
| 2019-11 | +1.17% | +30.55% | 0.57% | — | — | — | +6.03 | 507.75 | 50.29% | 45.72% | 21.54% |
| 2019-10 | +1.47% | +29.04% | 0.57% | — | — | — | +7.31 | 497.10 | 50.55% | 46.30% | 21.76% |
| 2019-09 | +1.66% | +27.18% | 0.57% | — | — | — | +6.99 | 479.95 | 50.35% | 42.22% | 21.51% |
| 2019-08 | -0.99% | +25.10% | 0.57% | — | — | — | +8.03 | 469.37 | 48.61% | 44.46% | 22.03% |
| 2019-07 | +0.67% | +26.35% | 0.57% | — | — | — | +7.76 | 464.76 | 49.01% | 45.03% | 22.24% |
| 2019-06 | +2.44% | +25.51% | 0.57% | — | — | — | +5.19 | 453.66 | 50.02% | 43.82% | 23.93% |
| 2019-05 | -1.28% | +22.52% | 0.57% | — | — | — | +3.30 | 437.70 | 49.59% | 45.35% | 22.59% |
| 2019-04 | +2.20% | +24.11% | 0.57% | — | — | — | +6.27 | 440.74 | 49.91% | 46.03% | 23.31% |
| 2019-03 | +0.70% | +21.44% | 0.57% | — | — | — | +2.30 | 425.09 | 50.42% | 43.47% | 22.97% |
| 2019-02 | +1.48% | +20.59% | 0.57% | — | — | — | +5.13 | 414.28 | 50.32% | 46.44% | 23.92% |
| 2019-01 | +3.54% | +18.83% | 0.57% | — | — | — | +10.29 | 402.27 | 50.34% | 46.52% | 23.56% |
| 2018-12 | -3.98% | +14.77% | 0.58% | — | — | — | +4.90 | 379.41 | 49.88% | 45.99% | 23.62% |
| 2018-11 | +0.83% | +19.53% | 0.58% | — | — | — | +7.42 | 390.15 | 50.46% | 46.56% | 24.15% |
| 2018-10 | -2.60% | +18.54% | 0.58% | — | — | — | +9.13 | 380.10 | 49.22% | 45.97% | 23.44% |
| 2018-09 | -0.03% | +21.71% | 0.58% | — | — | — | +5.70 | 383.82 | 48.18% | 44.47% | 23.28% |
| 2018-08 | +1.38% | +21.74% | 0.58% | — | — | — | +4.59 | 376.88 | 49.17% | 45.07% | 23.21% |
| 2018-07 | +1.75% | +20.09% | 0.58% | — | — | — | +7.97 | 366.66 | 49.09% | 46.46% | 23.60% |
| 2018-06 | -0.50% | +18.02% | 0.58% | — | — | — | +6.10 | 357.51 | 47.95% | 45.26% | 21.54% |
| 2018-05 | +0.17% | +18.62% | 0.58% | — | — | — | +5.16 | 352.96 | 49.14% | 45.42% | 21.43% |
| 2018-04 | +0.97% | +18.41% | 0.58% | — | — | — | +1.97 | 347.58 | 49.83% | 45.93% | 20.71% |
| 2018-03 | -0.81% | +17.28% | 0.58% | — | — | — | +6.50 | 338.85 | 48.77% | 45.42% | 20.68% |
| 2018-02 | -1.41% | +18.23% | 0.58% | — | — | — | +6.50 | 335.36 | 49.86% | 45.22% | 20.52% |
| 2018-01 | +2.19% | +19.92% | 0.58% | — | — | — | +7.84 | 333.63 | 50.56% | 43.73% | 21.44% |
| 2017-12 | +0.94% | +17.35% | 0.60% | — | — | — | +5.83 | 319.17 | 49.68% | 40.52% | 20.51% |
| 2017-11 | +0.79% | +16.26% | 0.60% | — | — | — | +5.33 | 310.51 | 50.71% | 43.52% | 21.65% |
| 2017-10 | +1.27% | +15.35% | 0.60% | — | — | — | +5.83 | 303.27 | 50.41% | 43.33% | 20.91% |
| 2017-09 | +0.90% | +13.90% | 0.60% | — | — | — | +6.57 | 293.50 | 50.56% | 39.40% | 21.03% |
| 2017-08 | +0.61% | +12.89% | 0.60% | — | — | — | +7.06 | 284.72 | 50.00% | 42.87% | 20.50% |
| 2017-07 | +1.25% | +12.20% | 0.60% | — | — | — | +6.69 | 277.96 | 48.86% | 40.75% | 19.65% |
| 2017-06 | -0.10% | +10.82% | 0.60% | — | — | — | +3.50 | 268.07 | 49.63% | 38.77% | 20.40% |
| 2017-05 | +0.94% | +10.93% | 0.60% | — | — | — | +4.33 | 264.74 | 49.50% | 40.54% | 20.17% |
| 2017-04 | +1.10% | +9.90% | 0.60% | — | — | — | -0.18 | 257.96 | 49.94% | 41.42% | 19.87% |
| 2017-03 | +0.61% | +8.70% | 0.60% | — | — | — | +5.00 | 255.16 | 49.71% | 41.55% | 21.26% |
| 2017-02 | +0.91% | +8.04% | 0.60% | — | — | — | +4.00 | 248.46 | 48.87% | 40.61% | 19.58% |
| 2017-01 | +0.21% | +7.07% | 0.60% | — | — | — | +8.53 | 242.10 | 49.54% | 41.78% | 22.33% |
| 2016-12 | +1.35% | +6.84% | 0.64% | — | — | — | +2.85 | 232.99 | 49.43% | 42.11% | 22.06% |
| 2016-11 | +1.08% | +5.42% | 0.64% | — | — | — | +7.44 | 227.38 | 49.27% | 42.38% | 22.61% |
| 2016-10 | -0.21% | +4.29% | 0.64% | — | — | — | +0.66 | 217.16 | 48.20% | 42.18% | 21.45% |
| 2016-09 | -0.48% | +4.51% | 0.64% | — | — | — | +4.67 | 217.02 | 48.12% | 42.02% | 21.77% |
| 2016-08 | +0.13% | +5.02% | 0.64% | — | — | — | +4.33 | 213.66 | 48.36% | 42.05% | 21.37% |
| 2016-07 | +2.73% | +4.88% | 0.64% | — | — | — | +5.81 | 207.78 | 48.87% | 43.35% | 23.24% |
| 2016-06 | -0.79% | +2.09% | 0.64% | — | — | — | +3.59 | 196.81 | 48.85% | 43.10% | 21.59% |
| 2016-05 | +1.04% | +2.91% | 0.64% | — | — | — | — | 195.86 | — | — | — |
| 2016-04 | +0.81% | +1.85% | 0.64% | — | — | — | — | 189.66 | — | — | — |
| 2016-03 | +1.22% | +1.03% | 0.64% | — | — | — | — | 0.76 | — | — | — |
| 2016-02 | -1.03% | -0.19% | 0.64% | — | — | — | — | 0.15 | — | — | — |
| 2016-01 | +0.85% | +0.85% | 0.64% | — | — | — | — | 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.