חודשים בטווח
125
מנורה מבטחים משלימה - יעד לפרישה 2060
נתונים היסטוריים מלאים עבור מנורה מבטחים משלימה - יעד לפרישה 2060, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 1666 | שם קרן: מנורה מבטחים משלימה - יעד לפרישה 2060 | 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 2060 ישירות למייל.
תשואה חודשית אחרונה
+2.48%
תשואה מצטברת מההתחלה
+130.01%
| 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 | +2.48% | +130.01% | 0.26% | +0.36% | 1.24 | 6.82% | +4.05 | 243.35 | 56.71% | 42.74% | 18.88% |
| 2026-04 | +4.64% | +124.44% | 0.26% | -0.36% | 1.16 | 6.79% | -0.04 | 233.61 | 58.34% | 44.36% | 19.64% |
| 2026-03 | -2.96% | +114.49% | 0.26% | -0.36% | 1.04 | 6.62% | +10.88 | 223.38 | 57.61% | 44.42% | 18.49% |
| 2026-02 | +0.72% | +121.03% | 0.26% | -0.24% | 1.35 | 6.41% | +2.06 | 219.19 | 58.79% | 43.56% | 19.75% |
| 2026-01 | +2.75% | +119.45% | 0.26% | +0.12% | 1.36 | 6.41% | +1.47 | 214.33 | 58.80% | 44.29% | 20.24% |
| 2025-12 | +1.33% | +113.58% | 0.27% | +0.00% | 1.28 | 6.37% | +2.73 | 207.43 | 56.42% | 43.40% | 20.65% |
| 2025-11 | +1.67% | +110.77% | 0.27% | +0.12% | 1.27 | 6.41% | +1.70 | 202.06 | 57.65% | 44.45% | 20.91% |
| 2025-10 | +1.52% | +107.31% | 0.27% | +0.12% | 1.27 | 6.89% | +2.23 | 197.00 | 57.67% | 44.97% | 21.20% |
| 2025-09 | +2.84% | +104.21% | 0.27% | +0.00% | 1.23 | 6.86% | +0.02 | 191.97 | 58.31% | 46.32% | 22.66% |
| 2025-08 | +1.31% | +98.57% | 0.27% | -0.12% | 1.08 | 6.93% | +0.72 | 186.70 | 57.75% | 46.06% | 21.52% |
| 2025-07 | +1.05% | +96.00% | 0.27% | -0.24% | 1.08 | 7.03% | +1.20 | 183.78 | 57.98% | 46.84% | 21.84% |
| 2025-06 | +3.84% | +93.96% | 0.27% | -0.24% | 1.09 | 7.10% | +0.82 | 180.74 | 58.17% | 48.53% | 24.18% |
| 2025-05 | +3.04% | +86.79% | 0.27% | +0.48% | 0.94 | 7.00% | -0.30 | 173.28 | 58.16% | 50.74% | 23.18% |
| 2025-04 | +1.26% | +81.28% | 0.27% | +0.60% | 0.86 | 6.93% | +0.73 | 168.61 | 57.75% | 53.14% | 21.71% |
| 2025-03 | -1.39% | +79.02% | 0.27% | +0.84% | 0.89 | 7.48% | +0.70 | 165.86 | 57.10% | 51.31% | 22.45% |
| 2025-02 | -0.55% | +81.55% | 0.27% | -0.48% | 0.67 | 9.66% | -2.90 | 168.26 | 56.88% | 49.38% | 22.36% |
| 2025-01 | +1.72% | +82.55% | 0.27% | +0.00% | 0.66 | 9.84% | +6.57 | 170.08 | 58.44% | 51.11% | 24.69% |
| 2024-12 | +0.82% | +79.47% | 0.34% | -0.12% | 0.61 | 9.84% | -0.58 | 160.87 | 57.13% | 52.43% | 24.43% |
| 2024-11 | +2.01% | +78.01% | 0.34% | +0.12% | 0.61 | 9.84% | +0.21 | 160.62 | 57.61% | 52.42% | 22.83% |
| 2024-10 | +0.31% | +74.50% | 0.34% | +0.12% | 0.57 | 9.80% | +0.69 | 156.83 | 58.22% | 54.57% | 24.33% |
| 2024-09 | +1.97% | +73.96% | 0.34% | +0.00% | 0.59 | 9.80% | -0.58 | 155.90 | 58.38% | 54.54% | 25.68% |
| 2024-08 | +1.02% | +70.60% | 0.34% | — | 0.53 | 9.80% | +0.65 | 153.88 | 57.02% | 56.44% | 25.51% |
| 2024-07 | +1.27% | +68.88% | 0.34% | +0.12% | 0.52 | 9.84% | -0.43 | 151.35 | 57.03% | 54.91% | 25.70% |
| 2024-06 | +0.87% | +66.76% | 0.34% | +0.48% | 0.50 | 9.84% | -0.07 | 149.98 | 56.47% | 54.58% | 29.39% |
| 2024-05 | +1.22% | +65.32% | 0.34% | +0.24% | 0.51 | 9.87% | -0.53 | 149.13 | 56.39% | 52.42% | 26.55% |
| 2024-04 | -1.46% | +63.33% | 0.34% | +0.36% | 0.47 | 9.91% | +0.67 | 147.66 | 55.26% | 51.64% | 25.04% |
| 2024-03 | +2.54% | +65.75% | 0.34% | +0.24% | 0.57 | 9.87% | +0.10 | 149.30 | 55.60% | 52.53% | 27.04% |
| 2024-02 | +2.51% | +61.64% | 0.34% | +0.24% | 0.50 | 9.84% | +0.38 | 145.60 | 53.34% | 50.76% | 26.13% |
| 2024-01 | +0.04% | +57.68% | 0.34% | +0.36% | 0.45 | 9.80% | +2.98 | 141.04 | 52.79% | 51.19% | 26.19% |
| 2023-12 | +2.38% | +57.62% | 0.38% | +0.24% | 0.50 | 9.91% | +1.97 | 138.06 | 52.06% | 50.89% | 26.02% |
| 2023-11 | +3.39% | +53.96% | 0.38% | +0.60% | 0.39 | 10.08% | +0.54 | 133.06 | 51.64% | 52.43% | 24.63% |
| 2023-10 | -2.87% | +48.91% | 0.38% | +0.72% | 0.29 | 9.98% | +1.14 | 128.20 | 50.69% | 51.60% | 23.27% |
| 2023-09 | -1.13% | +53.31% | 0.38% | +0.24% | 0.39 | 9.98% | +2.03 | 130.76 | 51.07% | 49.79% | 24.53% |
| 2023-08 | -0.65% | +55.06% | 0.38% | +0.12% | 0.45 | 9.94% | +2.01 | 130.33 | 52.81% | 50.53% | 24.57% |
| 2023-07 | +3.18% | +56.07% | 0.38% | +0.12% | 0.51 | 9.94% | +2.12 | 129.22 | 53.64% | 49.90% | 24.67% |
| 2023-06 | +2.27% | +51.26% | 0.38% | +0.00% | 0.44 | 9.87% | +0.02 | 123.65 | 53.51% | 51.37% | 24.66% |
| 2023-05 | +0.60% | +47.91% | 0.38% | -0.36% | 0.37 | 9.87% | +1.80 | 120.50 | 52.37% | 50.02% | 23.14% |
| 2023-04 | +1.76% | +47.02% | 0.38% | -0.48% | 0.37 | 9.87% | +1.42 | 118.09 | 52.33% | 48.61% | 24.05% |
| 2023-03 | +0.18% | +44.48% | 0.38% | -0.72% | 0.33 | 9.84% | +1.85 | 115.25 | 52.40% | 50.14% | 23.61% |
| 2023-02 | -1.80% | +44.22% | 0.38% | -0.36% | 0.33 | 9.87% | +0.98 | 111.73 | 52.56% | 49.31% | 22.04% |
| 2023-01 | +2.39% | +46.87% | 0.38% | -0.24% | 0.39 | 9.84% | +3.86 | 112.89 | 52.14% | 50.34% | 22.30% |
| 2022-12 | -1.78% | +43.44% | 0.44% | -0.24% | 0.35 | 9.84% | +2.02 | 106.29 | 52.30% | 50.46% | 20.72% |
| 2022-11 | +1.53% | +46.04% | 0.44% | -0.24% | 0.44 | 9.77% | +1.88 | 106.46 | 53.26% | 50.06% | 21.02% |
| 2022-10 | +2.38% | +43.84% | 0.44% | -0.72% | 0.40 | 9.77% | +1.88 | 103.06 | 52.22% | 48.12% | 19.41% |
| 2022-09 | -4.80% | +40.49% | 0.44% | -0.60% | 0.35 | 9.73% | +2.64 | 98.64 | 51.17% | 47.68% | 17.09% |
| 2022-08 | -1.27% | +47.58% | 0.44% | -0.60% | 0.55 | 9.46% | +2.02 | 101.22 | 52.40% | 46.96% | 18.18% |
| 2022-07 | +3.49% | +49.47% | 0.44% | -0.60% | 0.62 | 9.42% | +2.45 | 100.57 | 54.14% | 49.05% | 20.47% |
| 2022-06 | -2.77% | +44.43% | 0.44% | -0.72% | 0.52 | 9.32% | +2.81 | 94.69 | 54.11% | 50.59% | 21.88% |
| 2022-05 | -2.84% | +48.55% | 0.44% | -0.24% | 0.64 | 9.21% | +1.63 | 94.60 | 55.57% | 53.27% | 24.28% |
| 2022-04 | -1.74% | +52.89% | 0.44% | -0.60% | 0.77 | 9.08% | +1.28 | 95.06 | 56.24% | 48.01% | 18.94% |
| 2022-03 | +0.79% | +55.60% | 0.44% | -0.60% | 0.86 | 9.04% | +1.96 | 96.31 | 56.26% | 48.34% | 22.25% |
| 2022-02 | -0.72% | +54.38% | 0.44% | -0.60% | 0.85 | 9.04% | +2.15 | 93.07 | 56.63% | 49.41% | 19.60% |
| 2022-01 | -1.66% | +55.50% | 0.44% | -0.36% | 0.90 | 9.01% | +4.48 | 91.70 | 57.32% | 49.01% | 19.88% |
| 2021-12 | +2.33% | +58.12% | 0.49% | -0.24% | 0.98 | 8.94% | +1.88 | 88.63 | 56.89% | 42.22% | 21.52% |
| 2021-11 | -0.08% | +54.52% | 0.49% | -0.36% | 0.92 | 8.94% | +1.26 | 84.87 | 56.49% | 49.48% | 21.44% |
| 2021-10 | +2.82% | +54.65% | 0.49% | +0.00% | 0.95 | 8.90% | +1.32 | 83.75 | 56.41% | 48.72% | 23.31% |
| 2021-09 | -0.80% | +50.41% | 0.49% | +0.00% | 0.86 | 8.87% | +0.76 | 80.23 | 56.66% | 42.43% | 22.31% |
| 2021-08 | +1.60% | +51.62% | 0.49% | +0.36% | 0.89 | 8.87% | +0.89 | 80.18 | 56.86% | 49.63% | 23.53% |
| 2021-07 | +0.39% | +49.23% | 0.49% | +0.60% | 0.85 | 8.87% | +1.07 | 77.83 | 57.02% | 50.06% | 22.70% |
| 2021-06 | +0.71% | +48.65% | 0.49% | +0.48% | 0.87 | 8.90% | +1.14 | 76.69 | 57.97% | 45.35% | 23.38% |
| 2021-05 | +1.27% | +47.60% | 0.49% | +0.36% | 0.84 | 8.94% | +0.56 | 75.07 | 58.41% | 51.57% | 23.59% |
| 2021-04 | +2.68% | +45.75% | 0.49% | +0.60% | 0.82 | 8.94% | +0.83 | 73.33 | 58.68% | 52.00% | 23.77% |
| 2021-03 | +1.86% | +41.95% | 0.49% | +0.36% | 0.75 | 8.87% | -0.43 | 70.99 | 58.26% | 47.02% | 23.61% |
| 2021-02 | +1.17% | +39.36% | 0.49% | +0.60% | 0.71 | 8.87% | +1.49 | 69.41 | 56.66% | 50.45% | 24.52% |
| 2021-01 | +1.25% | +37.74% | 0.49% | +0.24% | 0.68 | 8.87% | +3.31 | 67.26 | 56.14% | 49.39% | 23.86% |
| 2020-12 | +2.50% | +36.04% | 0.53% | +0.72% | 0.65 | 8.87% | +1.80 | 63.14 | 55.83% | 42.51% | 26.77% |
| 2020-11 | +6.46% | +32.72% | 0.53% | — | — | — | +1.69 | 59.87 | 52.68% | 46.95% | 25.17% |
| 2020-10 | +0.70% | +24.67% | 0.53% | — | — | — | +2.13 | 54.48 | 52.64% | 47.96% | 22.67% |
| 2020-09 | -2.14% | +23.80% | 0.53% | — | — | — | +1.93 | 52.24 | 53.35% | 40.47% | 22.72% |
| 2020-08 | +3.10% | +26.51% | 0.53% | — | — | — | +2.52 | 51.50 | 52.85% | 50.08% | 23.77% |
| 2020-07 | +3.13% | +22.71% | 0.53% | — | — | — | +2.21 | 47.48 | 52.55% | 50.97% | 22.83% |
| 2020-06 | -0.77% | +18.98% | 0.53% | — | — | — | +2.31 | 43.98 | 51.98% | 44.07% | 22.99% |
| 2020-05 | +2.02% | +19.91% | 0.53% | — | — | — | +1.19 | 42.10 | 51.90% | 50.07% | 22.64% |
| 2020-04 | +6.97% | +17.53% | 0.53% | — | — | — | +1.10 | 40.13 | 51.31% | 48.12% | 24.07% |
| 2020-03 | -12.94% | +9.87% | 0.53% | — | — | — | +1.04 | 36.51 | 51.36% | 43.99% | 21.94% |
| 2020-02 | -3.80% | +26.21% | 0.53% | — | — | — | +2.01 | 40.42 | 52.33% | 45.82% | 17.32% |
| 2020-01 | +0.18% | +31.19% | 0.53% | — | — | — | +3.34 | 39.88 | 52.53% | 45.54% | 21.26% |
| 2019-12 | +1.08% | +30.96% | 0.57% | — | — | — | +0.97 | 36.77 | 52.73% | 41.50% | 21.48% |
| 2019-11 | +1.19% | +29.56% | 0.57% | — | — | — | +0.60 | 35.38 | 49.97% | 42.65% | 21.17% |
| 2019-10 | +1.49% | +28.03% | 0.57% | — | — | — | +1.02 | 34.43 | 50.10% | 42.96% | 21.43% |
| 2019-09 | +1.66% | +26.15% | 0.57% | — | — | — | +0.94 | 32.75 | 50.23% | 39.36% | 21.28% |
| 2019-08 | -1.02% | +24.09% | 0.57% | — | — | — | +1.22 | 31.52 | 48.32% | 42.01% | 22.43% |
| 2019-07 | +0.66% | +25.37% | 0.57% | — | — | — | +1.58 | 30.53 | 49.20% | 43.04% | 22.63% |
| 2019-06 | +2.45% | +24.55% | 0.57% | — | — | — | +0.77 | 28.76 | 49.83% | 41.45% | 22.84% |
| 2019-05 | -1.35% | +21.57% | 0.57% | — | — | — | +1.10 | 27.28 | 49.12% | 42.63% | 22.58% |
| 2019-04 | +2.21% | +23.23% | 0.57% | — | — | — | +0.82 | 26.61 | 49.57% | 44.19% | 23.41% |
| 2019-03 | +0.64% | +20.57% | 0.57% | — | — | — | +1.01 | 25.25 | 50.50% | 41.27% | 22.97% |
| 2019-02 | +1.46% | +19.80% | 0.57% | — | — | — | +0.83 | 23.99 | 49.73% | 43.64% | 23.38% |
| 2019-01 | +3.54% | +18.08% | 0.57% | — | — | — | +2.27 | 22.83 | 49.63% | 42.93% | 24.09% |
| 2018-12 | -3.99% | +14.04% | 0.58% | — | — | — | +1.24 | 19.85 | 49.37% | 41.71% | 24.03% |
| 2018-11 | +0.78% | +18.78% | 0.58% | — | — | — | +0.72 | 19.41 | 49.61% | 43.12% | 24.32% |
| 2018-10 | -2.58% | +17.86% | 0.58% | — | — | — | +1.82 | 18.56 | 48.71% | 43.27% | 23.98% |
| 2018-09 | -0.05% | +20.98% | 0.58% | — | — | — | +0.39 | 17.26 | 47.74% | 42.06% | 23.58% |
| 2018-08 | +1.32% | +21.04% | 0.58% | — | — | — | +0.61 | 16.81 | 48.66% | 42.53% | 23.38% |
| 2018-07 | +1.75% | +19.47% | 0.58% | — | — | — | +0.59 | 15.99 | 48.91% | 44.03% | 23.58% |
| 2018-06 | -0.54% | +17.41% | 0.58% | — | — | — | +0.71 | 15.23 | 46.75% | 42.15% | 20.95% |
| 2018-05 | +0.04% | +18.05% | 0.58% | — | — | — | +0.55 | 14.59 | 48.80% | 43.11% | 21.18% |
| 2018-04 | +0.89% | +18.00% | 0.58% | — | — | — | +0.56 | 14.04 | 49.29% | 44.09% | 20.23% |
| 2018-03 | -0.84% | +16.96% | 0.58% | — | — | — | +0.52 | 13.33 | 49.96% | 45.69% | 21.61% |
| 2018-02 | -1.39% | +17.95% | 0.58% | — | — | — | +0.56 | 12.92 | 49.38% | 43.11% | 20.43% |
| 2018-01 | +2.14% | +19.62% | 0.58% | — | — | — | +1.10 | 12.53 | 49.72% | 41.34% | 21.55% |
| 2017-12 | +0.92% | +17.11% | 0.60% | — | — | — | +0.46 | 11.20 | 48.12% | 38.04% | 20.45% |
| 2017-11 | +0.78% | +16.04% | 0.60% | — | — | — | +0.30 | 10.64 | 49.91% | 41.92% | 21.33% |
| 2017-10 | +1.22% | +15.14% | 0.60% | — | — | — | +0.31 | 10.26 | 50.29% | 42.30% | 20.96% |
| 2017-09 | +0.89% | +13.76% | 0.60% | — | — | — | +0.38 | 9.82 | 49.90% | 38.19% | 20.77% |
| 2017-08 | +0.58% | +12.75% | 0.60% | — | — | — | +0.67 | 9.36 | 49.57% | 41.77% | 20.73% |
| 2017-07 | +1.23% | +12.10% | 0.60% | — | — | — | +0.53 | 8.65 | 48.67% | 40.81% | 19.77% |
| 2017-06 | -0.09% | +10.74% | 0.60% | — | — | — | +0.24 | 8.02 | 49.63% | 38.40% | 20.07% |
| 2017-05 | +0.93% | +10.84% | 0.60% | — | — | — | +0.24 | 7.78 | 49.61% | 40.23% | 20.31% |
| 2017-04 | +1.10% | +9.82% | 0.60% | — | — | — | +0.13 | 7.46 | 49.73% | 40.75% | 19.44% |
| 2017-03 | +0.49% | +8.62% | 0.60% | — | — | — | +0.34 | 7.25 | 50.07% | 41.66% | 22.07% |
| 2017-02 | +0.91% | +8.09% | 0.60% | — | — | — | +0.39 | 6.87 | 47.74% | 38.86% | 19.80% |
| 2017-01 | +0.19% | +7.12% | 0.60% | — | — | — | +0.77 | 6.42 | 48.29% | 39.88% | 21.18% |
| 2016-12 | +1.33% | +6.92% | 0.64% | — | — | — | +0.25 | 5.63 | 48.49% | 38.90% | 21.67% |
| 2016-11 | +1.04% | +5.51% | 0.64% | — | — | — | +0.61 | 5.31 | 46.14% | 37.10% | 21.28% |
| 2016-10 | -0.24% | +4.43% | 0.64% | — | — | — | +0.09 | 4.64 | 47.63% | 39.87% | 21.77% |
| 2016-09 | -0.50% | +4.68% | 0.64% | — | — | — | +0.21 | 4.56 | 47.81% | 39.69% | 21.71% |
| 2016-08 | +0.06% | +5.20% | 0.64% | — | — | — | +0.28 | 4.38 | 48.40% | 40.41% | 21.23% |
| 2016-07 | +2.58% | +5.14% | 0.64% | — | — | — | +0.18 | 4.06 | 49.51% | 42.61% | 23.89% |
| 2016-06 | -0.90% | +2.50% | 0.64% | — | — | — | +0.26 | 3.79 | 47.76% | 42.22% | 21.37% |
| 2016-05 | +1.10% | +3.43% | 0.64% | — | — | — | — | 3.59 | — | — | — |
| 2016-04 | +0.79% | +2.30% | 0.64% | — | — | — | — | 3.30 | — | — | — |
| 2016-03 | +1.42% | +1.50% | 0.64% | — | — | — | — | 0.13 | — | — | — |
| 2016-02 | -0.29% | +0.08% | 0.64% | — | — | — | — | 0.05 | — | — | — |
| 2016-01 | +0.37% | +0.37% | 0.64% | — | — | — | — | 0.01 | — | — | — |
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.