פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · גמל

מנורה מבטחים תגמולים ופיצויים מסלול לבני 60 ומעלה (9794)

נתונים היסטוריים מלאים עבור מנורה מבטחים תגמולים ופיצויים מסלול לבני 60 ומעלה (9794), 127 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 9794 | שם קרן: מנורה מבטחים תגמולים ופיצויים מסלול לבני 60 ומעלה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: מנורה מבטחים החזקות בע"מ | חברה מנהלת: מנורה מבטחים פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מדרגות | תת התמחות: 60 ומעלה.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים

בחירת טווח זמן

בחירת עמודות

חודשים בטווח 127
תשואה חודשית אחרונה +1.01%
תשואה מצטברת בטווח +65.13%
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
2026-08 +1.01% +65.13% 0.45% +0.24% 0.82 4.37% +37.91 +1759.72 3460.74 30.80% 36.85% 13.41%
2026-07 -0.21% +63.48% 0.45% +0.00% 0.79 4.37% +43.82 +1721.81 3389.92 31.11% 36.67% 14.59%
2026-06 +0.01% +63.82% 0.45% — 0.89 4.36% +47.43 +1677.99 3354.48 30.74% 36.41% 14.74%
2026-05 +1.69% +63.81% 0.45% +0.12% 0.91 4.35% +38.60 +1630.56 3308.06 31.17% 33.52% 14.06%
2026-04 +2.57% +61.08% 0.45% -0.24% 0.83 4.32% +44.96 +1591.96 3216.39 29.72% 32.79% 13.81%
2026-03 -1.78% +57.05% 0.45% -0.24% 0.71 4.23% +21.52 +1547.00 3093.00 29.84% 32.15% 12.36%
2026-02 +0.59% +59.89% 0.45% -0.24% 0.99 4.12% +34.76 +1525.48 3128.49 30.92% 33.96% 15.03%
2026-01 +1.49% +58.96% 0.45% -0.12% 0.98 4.12% +17.71 +1490.72 3076.83 29.92% 33.81% 15.70%
2025-12 +0.82% +56.62% 0.44% -0.12% 0.91 4.10% +42.24 +1473.01 3015.52 29.09% 35.61% 17.45%
2025-11 +1.08% +55.35% 0.44% -0.12% 0.91 4.11% +5.07 +1430.77 2950.15 29.40% 34.50% 15.83%
2025-10 +1.07% +53.69% 0.44% -0.12% 0.92 4.29% +13.62 +1425.70 2914.79 29.09% 34.95% 15.84%
2025-09 +1.80% +52.06% 0.44% -0.12% 0.87 4.28% +0.84 +1412.08 2871.64 29.04% 36.41% 18.00%
2025-08 +1.01% +49.37% 0.44% -0.24% 0.73 4.31% +0.53 +1411.24 2821.21 28.72% 36.03% 15.91%
2025-07 +0.50% +47.88% 0.44% -0.24% 0.72 4.35% +10.55 +1410.71 2793.79 28.66% 35.37% 17.64%
2025-06 +2.47% +47.14% 0.44% -0.24% 0.75 4.39% +12.34 +1400.16 2183.24 29.42% 27.58% 16.95%
2025-05 +1.24% +43.60% 0.44% +0.12% 0.59 4.32% +31.99 +1387.82 2121.81 27.45% 27.63% 15.51%
2025-04 +0.84% +41.84% 0.44% +0.24% 0.56 4.33% +132.13 +1355.83 2064.88 26.71% 28.47% 14.71%
2025-03 -0.65% +40.66% 0.44% +0.36% 0.60 4.66% +17.80 +1223.70 1915.17 27.43% 30.63% 17.02%
2025-02 +0.09% +41.58% 0.44% -0.48% 0.42 6.07% +16.79 +1205.90 1910.53 26.96% 28.81% 16.42%
2025-01 +0.95% +41.45% 0.44% -0.12% 0.41 6.12% -4.57 +1189.11 1892.87 27.58% 29.62% 17.40%
2024-12 +0.80% +40.12% 0.45% -0.24% 0.38 6.11% -1.28 +1193.68 1775.83 26.67% 30.08% 17.24%
2024-11 +1.42% +39.01% 0.45% -0.12% 0.37 6.11% +16.51 +1194.96 1763.03 26.63% 31.18% 16.98%
2024-10 +0.30% +37.06% 0.45% -0.12% 0.32 6.09% -4.32 +1178.45 1722.58 25.19% 31.50% 17.25%
2024-09 +1.16% +36.65% 0.45% -0.24% 0.34 6.09% +1.33 +1182.77 1722.33 25.10% 31.18% 17.72%
2024-08 +0.97% +35.08% 0.45% — 0.27 6.09% -0.50 +1181.44 1701.89 25.75% 32.50% 17.92%
2024-07 +1.08% +33.79% 0.45% -0.24% 0.27 6.09% -6.14 +1181.94 1686.72 25.51% 32.28% 18.15%
2024-06 +0.51% +32.36% 0.45% -0.12% 0.24 6.08% +8.44 +1188.08 1675.45 25.23% 29.50% 18.96%
2024-05 +0.39% +31.69% 0.45% -0.24% 0.25 6.10% +18.78 +1179.64 1659.22 25.22% 31.41% 17.79%
2024-04 -0.81% +31.17% 0.45% -0.24% 0.25 6.11% +12.34 +1160.86 1634.78 25.08% 31.19% 17.58%
2024-03 +1.42% +32.24% 0.45% -0.24% 0.34 6.10% -3.22 +1148.52 1636.26 25.58% 32.00% 18.81%
2024-02 +1.29% +30.39% 0.45% -0.24% 0.30 6.08% +2.78 +1151.74 1617.15 24.72% 30.07% 18.40%
2024-01 +0.08% +28.73% 0.45% -0.24% 0.26 6.07% +12.21 +1148.96 1594.46 23.75% 30.15% 18.04%
2023-12 +1.72% +28.63% 0.45% -0.24% 0.32 6.13% +16.37 +1136.75 1333.24 23.33% 30.39% 17.50%
2023-11 +2.67% +26.45% 0.45% -0.12% 0.21 6.16% +16.30 +1120.38 1295.35 22.98% 33.51% 15.71%
2023-10 -2.35% +23.17% 0.45% +0.00% 0.08 6.06% +3.50 +1104.08 1246.25 22.69% 33.36% 15.91%
2023-09 -0.93% +26.13% 0.45% -0.12% 0.23 5.99% +1.45 +1100.58 1273.16 23.15% 29.98% 14.49%
2023-08 -0.02% +27.31% 0.45% -0.24% 0.32 5.96% +7.84 +1099.13 1284.05 24.08% 31.84% 15.96%
2023-07 +1.68% +27.34% 0.45% -0.36% 0.35 5.96% +24.13 +1091.29 1276.86 24.60% 31.48% 16.14%
2023-06 +1.30% +25.24% 0.45% -0.36% 0.30 5.94% +3.83 +1067.16 1232.36 24.33% 29.28% 17.17%
2023-05 +0.93% +23.63% 0.45% -0.48% 0.24 5.92% +5.72 +1063.33 1213.21 23.75% 31.65% 15.45%
2023-04 +1.10% +22.49% 0.45% -0.60% 0.20 5.92% +11.79 +1057.61 1196.84 24.30% 32.44% 15.30%
2023-03 +0.44% +21.16% 0.45% -0.84% 0.17 5.91% +8.83 +1045.82 1172.49 24.35% 30.26% 15.24%
2023-02 -1.82% +20.63% 0.45% -0.60% 0.16 5.91% +8.28 +1036.99 1158.97 24.23% 32.40% 14.92%
2023-01 +1.80% +22.86% 0.45% -0.48% 0.28 5.85% +14.53 +1028.71 1172.37 24.06% 32.64% 14.88%
2022-12 -1.02% +20.69% 0.45% -0.48% 0.21 5.82% +17.00 +1014.18 1137.71 23.88% 32.20% 14.18%
2022-11 +1.02% +21.93% 0.45% -0.48% 0.30 5.80% +15.58 +997.18 1132.75 24.49% 32.06% 13.60%
2022-10 +1.36% +20.70% 0.45% -0.72% 0.27 5.79% +6.85 +981.60 1106.33 23.89% 32.43% 13.38%
2022-09 -3.01% +19.08% 0.45% -0.72% 0.21 5.77% +17.49 +974.75 1085.14 23.49% 32.70% 14.59%
2022-08 -1.38% +22.78% 0.45% -0.72% 0.42 5.58% +26.42 +957.26 1101.32 23.80% 31.34% 14.78%
2022-07 +2.02% +24.50% 0.45% -0.84% 0.53 5.53% +28.35 +930.84 1090.62 23.48% 31.66% 15.48%
2022-06 -0.96% +22.03% 0.45% -0.84% 0.44 5.49% +26.89 +902.49 1041.61 23.83% 25.93% 14.56%
2022-05 -2.11% +23.21% 0.45% -0.72% 0.50 5.48% +18.72 +875.60 1024.85 24.02% 32.50% 15.35%
2022-04 -1.08% +25.87% 0.45% -0.84% 0.67 5.37% +21.88 +856.88 1028.12 23.82% 30.33% 13.79%
2022-03 +0.14% +27.24% 0.45% -0.84% 0.77 5.34% +5.44 +835.00 1017.67 24.95% 25.24% 15.48%
2022-02 -0.95% +27.07% 0.45% -0.96% 0.77 5.34% +6.16 +829.56 1011.18 25.22% 32.11% 14.89%
2022-01 -1.40% +28.28% 0.45% -0.96% 0.85 5.31% +54.18 +823.40 1014.96 25.50% 31.61% 14.77%
2021-12 +0.88% +30.11% 0.48% -0.96% 0.96 5.25% +26.53 +769.22 974.97 24.15% 24.43% 14.52%
2021-11 +0.27% +28.97% 0.48% -0.96% 0.93 5.25% +7.85 +742.69 940.44 24.56% 32.06% 15.59%
2021-10 +1.42% +28.62% 0.48% -0.84% 0.92 5.26% +8.26 +734.84 930.49 24.57% 30.65% 15.67%
2021-09 -0.38% +26.82% 0.48% -0.84% 0.85 5.24% +1.51 +726.58 909.70 24.35% 25.84% 15.70%
2021-08 +1.02% +27.31% 0.48% -0.72% 0.87 5.24% +4.53 +725.07 911.99 24.41% 30.07% 15.99%
2021-07 +0.47% +26.02% 0.48% -0.60% 0.81 5.24% +52.56 +720.54 898.61 23.94% 30.17% 16.63%
2021-06 +0.49% +25.43% 0.48% -0.60% 0.82 5.26% +11.34 +667.98 842.24 23.63% 25.71% 15.21%
2021-05 +0.88% +24.82% 0.48% -0.72% 0.80 5.26% +5.80 +656.64 827.12 23.66% 29.51% 17.08%
2021-04 +1.20% +23.73% 0.48% -0.60% 0.76 5.25% +10.16 +650.84 814.42 23.29% 29.73% 16.69%
2021-03 +1.15% +22.26% 0.48% -0.72% 0.72 5.25% +9.12 +640.68 795.00 22.78% 25.22% 15.86%
2021-02 +0.10% +20.87% 0.48% -0.60% 0.67 5.24% +3.89 +631.56 777.18 22.56% 28.95% 15.62%
2021-01 +0.87% +20.75% 0.48% -0.72% 0.67 5.24% +41.36 +627.67 772.89 21.97% 27.99% 16.91%
2020-12 +1.25% +19.71% 0.47% — — — +7.14 +586.31 725.35 23.31% 25.26% 17.62%
2020-11 +3.22% +18.23% 0.47% — — — -9.37 +579.17 709.57 22.74% 29.88% 17.27%
2020-10 +0.19% +14.55% 0.47% — — — +1.54 +588.54 696.86 21.36% 28.66% 15.81%
2020-09 -1.28% +14.33% 0.47% — — — +8.17 +587.00 694.36 21.17% 24.93% 15.82%
2020-08 +1.89% +15.81% 0.47% — — — +8.50 +578.83 695.38 21.21% 27.97% 15.53%
2020-07 +1.69% +13.66% 0.47% — — — +39.52 +570.33 674.35 20.97% 27.99% 15.19%
2020-06 -0.60% +11.77% 0.47% — — — +9.50 +530.81 624.28 20.46% 23.41% 13.05%
2020-05 +1.51% +12.45% 0.47% — — — +10.56 +521.31 618.83 20.39% 28.65% 15.16%
2020-04 +4.30% +10.78% 0.47% — — — +2.73 +510.75 599.41 20.51% 27.74% 14.08%
2020-03 -8.27% +6.21% 0.47% — — — -8.70 +508.02 572.39 19.92% 25.12% 13.97%
2020-02 -1.38% +15.78% 0.47% — — — +5.25 +516.72 633.91 20.63% 26.84% 14.24%
2020-01 +0.24% +17.40% 0.47% — — — +33.21 +511.47 637.76 20.72% 26.47% 14.69%
2019-12 +0.57% +17.12% 0.44% — — — +3.66 +478.26 603.49 21.43% 26.22% 17.89%
2019-11 +0.46% +16.46% 0.44% — — — +4.77 +474.60 596.70 20.63% 26.73% 17.10%
2019-10 +0.95% +15.93% 0.44% — — — +9.70 +469.83 589.46 20.67% 26.79% 17.82%
2019-09 +0.94% +14.84% 0.44% — — — +6.84 +460.13 574.52 20.40% 25.40% 17.96%
2019-08 -0.34% +13.77% 0.44% — — — +7.97 +453.29 562.59 19.57% 25.67% 17.99%
2019-07 +0.59% +14.15% 0.44% — — — +27.14 +445.32 556.74 19.50% 25.90% 19.14%
2019-06 +1.38% +13.48% 0.44% — — — +12.71 +418.18 526.68 20.13% 26.16% 22.37%
2019-05 -0.47% +11.94% 0.44% — — — +9.24 +405.47 507.17 19.98% 27.02% 20.75%
2019-04 +1.19% +12.47% 0.44% — — — +10.85 +396.23 500.49 21.05% 28.32% 21.67%
2019-03 +0.71% +11.15% 0.44% — — — -52.65 +385.38 484.03 21.06% 27.56% 22.76%
2019-02 +0.97% +10.36% 0.44% — — — +91.89 +438.03 533.24 19.69% 25.54% 19.33%
2019-01 +2.10% +9.30% 0.44% — — — +13.19 +346.14 436.63 19.92% 25.98% 18.26%
2018-12 -1.74% +7.05% 0.47% — — — +13.52 +332.95 414.80 19.84% 25.24% 17.74%
2018-11 +0.12% +8.95% 0.47% — — — +16.80 +319.43 408.64 20.11% 27.39% 18.08%
2018-10 -1.24% +8.82% 0.47% — — — +12.06 +302.63 391.59 19.74% 26.22% 16.71%
2018-09 -0.01% +10.19% 0.47% — — — +3.90 +290.57 384.48 20.98% 25.41% 17.08%
2018-08 +0.58% +10.20% 0.47% — — — +15.14 +286.67 380.76 20.90% 26.64% 17.17%
2018-07 +0.95% +9.56% 0.47% — — — +19.34 +271.53 363.63 20.09% 27.40% 17.39%
2018-06 -0.24% +8.53% 0.47% — — — +4.54 +252.19 341.14 19.14% 25.68% 16.10%
2018-05 -0.27% +8.79% 0.47% — — — +16.05 +247.65 337.58 18.99% 26.91% 16.12%
2018-04 +0.40% +9.09% 0.47% — — — +3.74 +231.60 322.58 19.85% 27.79% 15.84%
2018-03 -0.22% +8.65% 0.47% — — — +1.68 +227.86 317.68 20.27% 25.27% 14.46%
2018-02 -0.78% +8.89% 0.47% — — — +7.29 +226.18 316.83 20.32% 27.26% 14.71%
2018-01 +1.08% +9.75% 0.47% — — — +14.73 +218.89 312.10 19.42% 25.51% 15.31%
2017-12 +0.50% +8.57% 0.54% — — — +9.92 +204.16 294.32 19.79% 23.47% 14.88%
2017-11 +0.63% +8.03% 0.54% — — — +6.12 +194.24 283.07 20.55% 25.72% 15.88%
2017-10 +0.73% +7.36% 0.54% — — — +3.86 +188.12 275.29 19.41% 26.05% 15.50%
2017-09 +0.11% +6.58% 0.54% — — — +4.51 +184.26 269.57 19.39% 23.54% 16.37%
2017-08 +0.41% +6.46% 0.54% — — — +8.12 +179.75 264.87 18.89% 21.13% 15.29%
2017-07 +1.12% +6.03% 0.54% — — — +10.35 +171.63 255.80 19.62% 21.60% 15.61%
2017-06 -0.54% +4.85% 0.54% — — — +7.50 +161.28 242.83 18.53% 20.27% 14.14%
2017-05 +0.82% +5.42% 0.54% — — — +4.64 +153.78 236.74 19.24% 21.24% 15.64%
2017-04 +0.94% +4.56% 0.54% — — — +7.72 +149.14 230.28 19.47% 21.22% 15.26%
2017-03 +0.11% +3.59% 0.54% — — — +6.90 +141.42 220.56 19.24% 21.49% 15.12%
2017-02 +0.20% +3.48% 0.54% — — — +6.95 +134.52 213.51 18.98% 20.55% 15.02%
2017-01 -0.08% +3.27% 0.54% — — — +18.73 +127.57 206.25 19.51% 21.45% 15.58%
2016-12 +0.73% +3.35% — — — — +7.76 +108.84 187.79 19.12% 20.75% 15.79%
2016-11 -0.22% +2.60% — — — — +4.44 +101.08 178.78 19.05% 20.80% 15.58%
2016-10 +0.10% +2.83% — — — — +1.87 +96.64 174.82 17.69% 20.35% 15.84%
2016-09 -0.56% +2.73% — — — — +13.88 +94.77 172.86 17.97% 20.26% 15.78%
2016-08 -0.23% +3.31% — — — — +13.50 +80.89 159.97 18.10% 20.45% 15.58%
2016-07 +1.31% +3.54% — — — — +14.61 +67.39 146.88 18.01% 20.37% 15.01%
2016-06 +0.25% +2.21% — — — — +13.04 +52.78 130.58 18.30% 20.59% 15.01%
2016-05 +0.22% +1.95% — — — — +10.60 +39.74 117.30 18.64% 20.80% 15.58%
2016-04 +0.98% +1.73% — — — — +8.35 +29.14 106.45 18.26% 20.17% 14.51%
2016-03 +0.79% +0.74% — — — — +9.37 +20.79 97.16 18.21% 19.95% 13.76%
2016-02 -0.05% -0.05% — — — — +11.42 +11.42 87.15 19.91% 21.95% 17.28%

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.