חודשים בטווח
96
מנורה מבטחים משלימה - יעד לפרישה 2055 (1653)
נתונים היסטוריים מלאים עבור מנורה מבטחים משלימה - יעד לפרישה 2055 (1653), 96 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 1653 | שם קרן: מנורה מבטחים משלימה - יעד לפרישה 2055 | 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 2055 (1653) ישירות למייל.
בחירת טווח זמן
תשואה חודשית אחרונה
+2.36%
תשואה מצטברת בטווח
+57.75%
| 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 | +2.36% | +57.75% | 0.38% | +0.36% | 0.51 | 9.80% | +3.26 | +225.46 | 283.74 | 51.55% | 49.41% | 25.89% |
| 2023-11 | +3.33% | +54.12% | 0.38% | +0.60% | 0.39 | 9.98% | +3.06 | +222.20 | 274.32 | 50.99% | 50.46% | 24.48% |
| 2023-10 | -2.84% | +49.15% | 0.38% | +0.72% | 0.30 | 9.87% | +2.78 | +219.14 | 262.64 | 49.97% | 49.52% | 23.75% |
| 2023-09 | -1.10% | +53.51% | 0.38% | +0.24% | 0.40 | 9.87% | +3.99 | +216.36 | 267.34 | 50.47% | 48.26% | 24.86% |
| 2023-08 | -0.62% | +55.22% | 0.38% | +0.12% | 0.46 | 9.84% | +5.01 | +212.37 | 266.62 | 52.15% | 48.91% | 25.12% |
| 2023-07 | +3.15% | +56.19% | 0.38% | +0.12% | 0.52 | 9.84% | +2.29 | +207.36 | 263.47 | 53.11% | 48.16% | 24.63% |
| 2023-06 | +2.22% | +51.42% | 0.38% | +0.00% | 0.44 | 9.80% | +2.55 | +205.07 | 254.24 | 52.53% | 49.34% | 24.45% |
| 2023-05 | +0.58% | +48.13% | 0.38% | -0.24% | 0.38 | 9.77% | +3.02 | +202.52 | 245.48 | 51.86% | 47.81% | 23.14% |
| 2023-04 | +1.74% | +47.27% | 0.38% | -0.36% | 0.37 | 9.77% | +3.96 | +199.50 | 241.31 | 51.68% | 46.88% | 23.41% |
| 2023-03 | +0.23% | +44.75% | 0.38% | -0.60% | 0.34 | 9.77% | +4.32 | +195.54 | 234.48 | 51.97% | 48.63% | 23.23% |
| 2023-02 | -1.87% | +44.42% | 0.38% | -0.36% | 0.33 | 9.77% | -0.66 | +191.22 | 226.40 | 52.60% | 48.28% | 22.42% |
| 2023-01 | +2.38% | +47.17% | 0.38% | -0.24% | 0.40 | 9.73% | +8.88 | +191.88 | 231.58 | 51.26% | 47.72% | 22.26% |
| 2022-12 | -1.71% | +43.75% | 0.44% | -0.24% | 0.36 | 9.73% | +5.04 | +183.00 | 217.22 | 51.02% | 48.20% | 20.35% |
| 2022-11 | +1.56% | +46.25% | 0.44% | -0.24% | 0.44 | 9.70% | +7.37 | +177.96 | 216.51 | 51.67% | 47.94% | 20.77% |
| 2022-10 | +2.35% | +44.01% | 0.44% | -0.60% | 0.41 | 9.70% | +4.68 | +170.59 | 206.05 | 51.43% | 46.49% | 19.46% |
| 2022-09 | -4.59% | +40.70% | 0.44% | -0.60% | 0.35 | 9.66% | +6.63 | +165.91 | 196.41 | 50.38% | 46.19% | 17.80% |
| 2022-08 | -1.26% | +47.47% | 0.44% | -0.60% | 0.55 | 9.39% | +4.59 | +159.28 | 199.79 | 50.80% | 44.90% | 18.35% |
| 2022-07 | +3.35% | +49.35% | 0.44% | -0.60% | 0.62 | 9.35% | +7.19 | +154.69 | 197.87 | 51.76% | 46.21% | 19.94% |
| 2022-06 | -2.66% | +44.51% | 0.44% | -0.60% | 0.53 | 9.28% | +4.50 | +147.50 | 184.27 | 52.37% | 47.63% | 19.63% |
| 2022-05 | -2.66% | +48.46% | 0.44% | -0.24% | 0.64 | 9.15% | +4.59 | +143.00 | 185.01 | 53.03% | 49.38% | 20.18% |
| 2022-04 | -1.67% | +52.52% | 0.44% | -0.60% | 0.77 | 9.04% | +5.53 | +138.41 | 184.02 | 53.63% | 47.57% | 19.68% |
| 2022-03 | +0.76% | +55.11% | 0.44% | -0.60% | 0.86 | 9.01% | +6.90 | +132.88 | 183.21 | 52.98% | 47.21% | 22.07% |
| 2022-02 | -0.71% | +53.94% | 0.44% | -0.60% | 0.84 | 9.01% | +4.69 | +125.98 | 173.78 | 54.40% | 49.40% | 19.49% |
| 2022-01 | -1.63% | +55.04% | 0.44% | -0.36% | 0.89 | 8.97% | +6.82 | +121.29 | 170.55 | 54.99% | 49.27% | 19.58% |
| 2021-12 | +2.24% | +57.61% | 0.49% | -0.36% | 0.97 | 8.90% | +4.13 | +114.47 | 166.34 | 54.43% | 42.05% | 21.59% |
| 2021-11 | -0.08% | +54.15% | 0.49% | -0.36% | 0.91 | 8.90% | +3.65 | +110.34 | 158.84 | 54.36% | 49.50% | 21.98% |
| 2021-10 | +2.73% | +54.28% | 0.49% | +0.00% | 0.94 | 8.90% | +3.70 | +106.69 | 155.47 | 54.00% | 48.70% | 22.15% |
| 2021-09 | -0.82% | +50.18% | 0.49% | +0.00% | 0.86 | 8.83% | +1.57 | +102.99 | 147.87 | 54.95% | 43.69% | 21.38% |
| 2021-08 | +1.54% | +51.42% | 0.49% | +0.24% | 0.89 | 8.83% | +2.16 | +101.42 | 147.65 | 55.24% | 50.39% | 22.63% |
| 2021-07 | +0.41% | +49.12% | 0.49% | +0.60% | 0.85 | 8.83% | +1.59 | +99.26 | 142.95 | 55.81% | 51.63% | 22.39% |
| 2021-06 | +0.76% | +48.51% | 0.49% | +0.60% | 0.87 | 8.90% | +1.43 | +97.67 | 141.21 | 56.58% | 45.92% | 23.34% |
| 2021-05 | +1.21% | +47.39% | 0.49% | +0.36% | 0.84 | 8.90% | +1.81 | +96.24 | 138.83 | 56.67% | 51.85% | 24.09% |
| 2021-04 | +2.64% | +45.63% | 0.49% | +0.72% | 0.82 | 8.90% | +1.42 | +94.43 | 134.95 | 57.22% | 52.57% | 23.72% |
| 2021-03 | +1.82% | +41.89% | 0.49% | +0.36% | 0.75 | 8.87% | -2.01 | +93.01 | 130.81 | 56.74% | 46.75% | 23.33% |
| 2021-02 | +1.16% | +39.35% | 0.49% | +0.60% | 0.71 | 8.87% | +2.26 | +95.02 | 128.99 | 54.79% | 51.47% | 23.82% |
| 2021-01 | +1.25% | +37.75% | 0.49% | +0.12% | 0.67 | 8.87% | +3.51 | +92.76 | 125.61 | 54.25% | 50.86% | 23.29% |
| 2020-12 | +2.52% | +36.05% | 0.53% | +0.72% | 0.65 | 8.87% | +2.42 | +89.25 | 120.42 | 54.67% | 44.93% | 25.52% |
| 2020-11 | +6.32% | +32.71% | 0.53% | — | — | — | +1.66 | +86.83 | 115.19 | 52.30% | 50.43% | 25.33% |
| 2020-10 | +0.60% | +24.82% | 0.53% | — | — | — | +3.02 | +85.17 | 106.47 | 51.55% | 50.85% | 22.51% |
| 2020-09 | -2.00% | +24.07% | 0.53% | — | — | — | +3.40 | +82.15 | 103.29 | 52.35% | 43.45% | 23.31% |
| 2020-08 | +3.07% | +26.61% | 0.53% | — | — | — | +2.31 | +78.75 | 102.10 | 52.00% | 52.48% | 24.17% |
| 2020-07 | +3.08% | +22.83% | 0.53% | — | — | — | +3.26 | +76.44 | 96.81 | 51.60% | 52.09% | 22.79% |
| 2020-06 | -0.69% | +19.16% | 0.53% | — | — | — | +2.64 | +73.18 | 90.91 | 51.38% | 45.66% | 23.52% |
| 2020-05 | +1.99% | +19.99% | 0.53% | — | — | — | +1.30 | +70.54 | 89.05 | 50.77% | 49.98% | 23.29% |
| 2020-04 | +6.83% | +17.65% | 0.53% | — | — | — | +1.09 | +69.24 | 86.10 | 50.96% | 47.82% | 22.89% |
| 2020-03 | -13.01% | +10.13% | 0.53% | — | — | — | +1.04 | +68.15 | 79.67 | 51.15% | 43.30% | 20.62% |
| 2020-02 | -3.79% | +26.60% | 0.53% | — | — | — | +2.39 | +67.11 | 89.38 | 52.67% | 46.60% | 17.70% |
| 2020-01 | +0.18% | +31.59% | 0.53% | — | — | — | +4.38 | +64.72 | 90.22 | 51.88% | 45.62% | 20.87% |
| 2019-12 | +1.06% | +31.35% | 0.57% | — | — | — | +1.65 | +60.34 | 86.31 | 52.31% | 42.28% | 21.63% |
| 2019-11 | +1.18% | +29.97% | 0.57% | — | — | — | +2.08 | +58.69 | 83.70 | 50.29% | 43.92% | 21.54% |
| 2019-10 | +1.50% | +28.46% | 0.57% | — | — | — | +1.88 | +56.61 | 80.81 | 50.38% | 44.14% | 21.83% |
| 2019-09 | +1.67% | +26.56% | 0.57% | — | — | — | +1.24 | +54.73 | 77.37 | 50.46% | 40.34% | 21.30% |
| 2019-08 | -1.01% | +24.48% | 0.57% | — | — | — | +1.83 | +53.49 | 75.46 | 48.60% | 42.70% | 22.00% |
| 2019-07 | +0.68% | +25.75% | 0.57% | — | — | — | +1.84 | +51.66 | 74.21 | 49.20% | 43.50% | 22.25% |
| 2019-06 | +2.47% | +24.90% | 0.57% | — | — | — | +1.09 | +49.82 | 71.87 | 50.08% | 41.83% | 22.64% |
| 2019-05 | -1.35% | +21.89% | 0.57% | — | — | — | +1.64 | +48.73 | 69.02 | 50.36% | 44.09% | 23.24% |
| 2019-04 | +2.23% | +23.56% | 0.57% | — | — | — | +1.35 | +47.09 | 68.48 | 49.85% | 44.47% | 23.34% |
| 2019-03 | +0.66% | +20.86% | 0.57% | — | — | — | +1.31 | +45.74 | 65.70 | 50.72% | 41.95% | 23.09% |
| 2019-02 | +1.47% | +20.07% | 0.57% | — | — | — | +1.62 | +44.43 | 63.66 | 49.87% | 44.17% | 23.31% |
| 2019-01 | +3.59% | +18.33% | 0.57% | — | — | — | +4.89 | +42.81 | 61.11 | 49.84% | 44.00% | 24.01% |
| 2018-12 | -4.02% | +14.23% | 0.58% | — | — | — | +1.58 | +37.92 | 54.28 | 49.45% | 43.42% | 23.36% |
| 2018-11 | +0.80% | +19.01% | 0.58% | — | — | — | +1.26 | +36.34 | 54.94 | 50.09% | 44.56% | 24.03% |
| 2018-10 | -2.63% | +18.07% | 0.58% | — | — | — | +3.06 | +35.08 | 53.28 | 48.97% | 44.31% | 23.59% |
| 2018-09 | -0.04% | +21.26% | 0.58% | — | — | — | +0.99 | +32.02 | 51.87 | 47.97% | 42.97% | 22.92% |
| 2018-08 | +1.34% | +21.31% | 0.58% | — | — | — | +0.89 | +31.03 | 50.69 | 48.87% | 43.40% | 22.71% |
| 2018-07 | +1.76% | +19.70% | 0.58% | — | — | — | +1.79 | +30.14 | 49.11 | 49.07% | 45.20% | 23.48% |
| 2018-06 | -0.53% | +17.63% | 0.58% | — | — | — | +1.72 | +28.35 | 46.94 | 46.85% | 43.20% | 20.73% |
| 2018-05 | +0.04% | +18.26% | 0.58% | — | — | — | +0.92 | +26.63 | 45.42 | 48.99% | 44.32% | 21.14% |
| 2018-04 | +0.93% | +18.21% | 0.58% | — | — | — | +1.52 | +25.71 | 44.51 | 49.25% | 44.69% | 20.18% |
| 2018-03 | -0.84% | +17.12% | 0.58% | — | — | — | +1.85 | +24.19 | 42.42 | 50.64% | 46.49% | 21.92% |
| 2018-02 | -1.40% | +18.12% | 0.58% | — | — | — | +1.66 | +22.34 | 40.94 | 49.24% | 43.36% | 20.27% |
| 2018-01 | +2.17% | +19.79% | 0.58% | — | — | — | +2.66 | +20.68 | 39.83 | 49.81% | 41.85% | 21.94% |
| 2017-12 | +0.93% | +17.25% | 0.60% | — | — | — | +0.91 | +18.02 | 36.39 | 48.80% | 38.69% | 20.31% |
| 2017-11 | +0.77% | +16.17% | 0.60% | — | — | — | +1.01 | +17.11 | 35.15 | 49.73% | 41.79% | 21.00% |
| 2017-10 | +1.26% | +15.28% | 0.60% | — | — | — | +0.94 | +16.10 | 33.90 | 50.06% | 42.30% | 20.74% |
| 2017-09 | +0.90% | +13.85% | 0.60% | — | — | — | +1.10 | +15.16 | 32.53 | 50.29% | 38.55% | 20.87% |
| 2017-08 | +0.59% | +12.83% | 0.60% | — | — | — | +1.36 | +14.06 | 31.16 | 49.65% | 41.78% | 20.47% |
| 2017-07 | +1.26% | +12.17% | 0.60% | — | — | — | +1.28 | +12.70 | 29.71 | 48.91% | 41.00% | 19.59% |
| 2017-06 | -0.10% | +10.77% | 0.60% | — | — | — | +0.69 | +11.42 | 28.08 | 49.64% | 38.53% | 20.19% |
| 2017-05 | +0.96% | +10.88% | 0.60% | — | — | — | +0.79 | +10.73 | 27.41 | 49.43% | 40.31% | 19.96% |
| 2017-04 | +1.15% | +9.83% | 0.60% | — | — | — | -0.22 | +9.94 | 26.36 | 49.89% | 40.55% | 19.04% |
| 2017-03 | +0.52% | +8.58% | 0.60% | — | — | — | +1.28 | +10.16 | 26.25 | 49.98% | 41.26% | 21.33% |
| 2017-02 | +0.91% | +8.02% | 0.60% | — | — | — | +1.01 | +8.88 | 24.83 | 47.85% | 39.23% | 20.02% |
| 2017-01 | +0.16% | +7.04% | 0.60% | — | — | — | +2.75 | +7.87 | 23.59 | 48.66% | 40.36% | 22.04% |
| 2016-12 | +1.34% | +6.87% | 0.64% | — | — | — | +0.76 | +5.12 | 20.81 | 48.49% | 39.36% | 21.58% |
| 2016-11 | +1.10% | +5.46% | 0.64% | — | — | — | +1.05 | +4.36 | 19.81 | 49.42% | 40.38% | 23.62% |
| 2016-10 | -0.25% | +4.31% | 0.64% | — | — | — | +0.35 | +3.31 | 18.52 | 47.89% | 39.15% | 21.11% |
| 2016-09 | -0.50% | +4.57% | 0.64% | — | — | — | +0.44 | +2.96 | 18.21 | 47.78% | 39.65% | 21.64% |
| 2016-08 | +0.12% | +5.10% | 0.64% | — | — | — | +1.13 | +2.52 | 17.89 | 48.35% | 39.69% | 21.46% |
| 2016-07 | +2.84% | +4.97% | 0.64% | — | — | — | +0.74 | +1.39 | 16.62 | 49.22% | 41.94% | 23.41% |
| 2016-06 | -0.80% | +2.08% | 0.64% | — | — | — | +0.65 | +0.65 | 15.45 | 48.48% | 42.59% | 21.36% |
| 2016-05 | +1.15% | +2.90% | 0.64% | — | — | — | — | +0.00 | 15.00 | — | — | — |
| 2016-04 | +0.75% | +1.73% | 0.64% | — | — | — | — | +0.00 | 14.33 | — | — | — |
| 2016-03 | +1.15% | +0.97% | 0.64% | — | — | — | — | +0.00 | 0.47 | — | — | — |
| 2016-02 | -0.91% | -0.18% | 0.64% | — | — | — | — | +0.00 | 0.07 | — | — | — |
| 2016-01 | +0.74% | +0.74% | 0.64% | — | — | — | — | +0.00 | 0.02 | — | — | — |
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.