מנורה מבטחים תגמולים ופיצויים מסלול מניות: תשואה, דמי ניהול וסיכון
מנורה מבטחים תגמולים ופיצויים מסלול מניות מנוהלת על ידי מנורה מבטחים פנסיה וגמל בע"מ, בסיווג תגמולים ואישית לפיצויים, פעילה מ-2008; 215 חודשי דיווח מ-09/2008 עד 07/2026.
עובדות מחושבות
- נכסים מנוהלים ב-07/2026: 1,338 מיליון ש"ח, מקום 66 מתוך 250 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 75.67%, מקום 10 מתוך 165 בקטגוריה; ל-3 שנים: 68.35% (מקום 14 מתוך 192).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 17,567 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 28,385 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.46% לשנה (מקום 90 מתוך 239 בקטגוריה, מהנמוך לגבוה), מההפקדות: 0.01%. על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-8,809 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -24.8% בין 01/2020 ל-03/2020.
- סטיית תקן: 11.93; מדד שארפ: 1 (מקום 35 מתוך 165); חשיפה למניות 1,308.7%, לחו"ל 845.5%, למט"ח 270.6%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 11.17% | -20.24% | 9.44% | 17.78% | 10.61% | 1.38% | 5.38% | 9.9% | -4.18% | 23.22% | 4.66% | 23.72% | -15.2% | 14.32% | 20.97% | 27.71% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2025.
דירוג בקטגוריה תגמולים ואישית לפיצויים (07/2026)
דירוג לפי הנתון בלבד, מתוך 250 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 1,338 | 66 / 250 |
| דמי ניהול מצבירה (נמוך = 1) | 0.46% | 90 / 239 |
| תשואה מתחילת השנה | 8.6% | 22 / 238 |
| תשואה 3 שנים | 68.35% | 14 / 192 |
| תשואה 5 שנים | 75.67% | 10 / 165 |
| מדד שארפ | 1 | 35 / 165 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- קו הבריאות קופת גמל לתגמולים ולפיצויים (לא משלמת) לבני 50-60 1,439 מ' ש"ח
- קופת תגמולים של העובדים בעירית תל אביב- יפו אגודה שיתופית בע"מ מסלול לבני 50-60 1,203 מ' ש"ח
- הראל גמל- מניות סחיר 1,482 מ' ש"ח
- אנליסט מסלולית קופת גמל עוקב מדדים - גמיש 1,498 מ' ש"ח
- הפניקס גמל מניות סחיר 1,165 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.82% | 8.6% | 1,338.4 | -7 | 1.6 | 76.3 | 0.46% | 1,308.7% | 845.5% |
| 06/2026 | -2.14% | 9.5% | 1,282.3 | -1 | 0.6 | 97.5 | 0.46% | 1,248.6% | 824.1% |
| 05/2026 | 3.61% | 11.89% | 1,212.6 | 8 | 1.1 | 121.7 | 0.46% | 1,178.9% | 744.1% |
| 04/2026 | 7.52% | 7.99% | 1,045.7 | 13.3 | 0.3 | 74.4 | 0.46% | 1,008.4% | 602.9% |
| 03/2026 | -5.02% | 0.44% | 891.2 | 1.6 | 0.4 | 89.4 | 0.46% | 869.5% | 525.3% |
| 02/2026 | 1.06% | 5.75% | 845.5 | 8.9 | 1.4 | 77.4 | 0.46% | 830.3% | 497.6% |
| 01/2026 | 4.64% | 4.64% | 753.1 | -1 | 0.7 | 85.3 | 0.46% | 716.7% | 428% |
| 12/2025 | 2.12% | 27.71% | 639.8 | 6.3 | 0.9 | 71.8 | 0.45% | 616.7% | 376.7% |
| 11/2025 | 2.23% | 25.06% | 550.8 | 2.8 | 0.6 | 44.4 | 0.45% | 532.1% | 320.1% |
| 10/2025 | 2.26% | 22.33% | 492.7 | 1 | 0.3 | 30.1 | 0.45% | 478% | 293.9% |
| 09/2025 | 4.12% | 19.63% | 451.5 | 3.2 | 0.4 | 24.9 | 0.45% | 420.8% | 253% |
| 08/2025 | 1.87% | 14.9% | 406.5 | 0.7 | 0.3 | 22.4 | 0.45% | 392.2% | 237.9% |
| 07/2025 | 1.79% | 12.79% | 376.7 | 2.5 | 0.4 | 29.5 | 0.45% | 367.8% | 229.8% |
| 06/2025 | 5.75% | 10.8% | 339.1 | 0.4 | 0.4 | 13 | 0.45% | 330.3% | 203.1% |
| 05/2025 | 5.35% | 4.78% | 308.2 | 1.2 | 0.4 | 6.4 | 0.45% | 299.8% | 197.6% |
| 04/2025 | 1.01% | -0.54% | 285.7 | -1.8 | 0.2 | 10.3 | 0.45% | 279.4% | 190.6% |
| 03/2025 | -3.12% | -1.54% | 274.3 | 1.3 | 0 | 15.8 | 0.45% | 270.2% | 179.9% |
| 02/2025 | -1.46% | 1.63% | 265.9 | 0.2 | 0.1 | 19 | 0.45% | 255.8% | 172% |
| 01/2025 | 3.14% | 3.14% | 251.1 | 1.9 | 0.1 | 10.5 | 0.45% | 246.1% | 164.1% |
| 12/2024 | 0.73% | 20.97% | 231.6 | 1.1 | 0.2 | 9.1 | 0.45% | 223.9% | 150.9% |
| 11/2024 | 3.09% | 20.09% | 220.1 | -0.3 | 0.3 | 2.2 | 0.45% | 210.1% | 136.8% |
| 10/2024 | 0.63% | 16.49% | 212 | 0.7 | 0.2 | 0.8 | 0.45% | 204.1% | 136.2% |
| 09/2024 | 2.48% | 15.76% | 209.6 | 0.4 | 0.1 | 0.9 | 0.45% | 203.2% | 133.8% |
| 08/2024 | 1.26% | 12.96% | 203.4 | -0.2 | 0.2 | 1.3 | 0.45% | 199.1% | 131.6% |
| 07/2024 | 1.68% | 11.56% | 200.3 | 1.9 | 0.2 | 5.1 | 0.45% | 195.3% | 130.7% |
| 06/2024 | 1.19% | 9.71% | 190.3 | 1 | 0.5 | 3.6 | 0.45% | 184.3% | 109.3% |
| 05/2024 | 2.34% | 8.42% | 184.1 | 0.3 | 0.8 | 2.7 | 0.45% | 179.3% | 122.6% |
| 04/2024 | -2.67% | 5.94% | 177.8 | 0.7 | 0.2 | 1.3 | 0.45% | 175.5% | 118.9% |
| 03/2024 | 3.85% | 8.85% | 180.9 | 0.5 | 0.3 | -0.9 | 0.45% | 180.9% | 128.1% |
| 02/2024 | 4.69% | 4.82% | 174.8 | 0.3 | 0.3 | 0.1 | 0.45% | 171% | 113.7% |
| 01/2024 | 0.12% | 0.12% | 167 | 0.7 | 0.1 | -0.7 | 0.45% | 163.8% | 110.6% |
| 12/2023 | 4.11% | 14.32% | 167 | -0.1 | 0.1 | 2.5 | 0.43% | 163.3% | 91.4% |
| 11/2023 | 6.04% | 9.81% | 158.2 | 0.5 | 0.1 | -1.1 | 0.43% | 158.2% | 109.6% |
| 10/2023 | -5.45% | 3.55% | 150 | 0.2 | 0.5 | -1.7 | 0.43% | 147.1% | 95.9% |
| 09/2023 | -1.76% | 9.52% | 160.6 | 0.9 | 0 | 1.8 | 0.43% | 154.5% | 85.6% |
| 08/2023 | -2.15% | 11.48% | 160.9 | 0.4 | 0.2 | -2.3 | 0.43% | 160.7% | 104.6% |
| 07/2023 | 5.84% | 13.93% | 166.7 | 0.7 | 0.4 | -4.1 | 0.43% | 166.7% | 111.5% |
| 06/2023 | 3.88% | 7.65% | 161.4 | 0.3 | 0.9 | -0.3 | 0.43% | 161.4% | 87.8% |
| 05/2023 | -0.22% | 3.63% | 156.3 | 0.3 | 0.4 | -0.7 | 0.43% | 156.1% | 105% |
| 04/2023 | 2.47% | 3.86% | 157.5 | 0.6 | 0.1 | 0.9 | 0.43% | 153.6% | 103.1% |
| 03/2023 | 0.29% | 1.35% | 152.5 | 0.7 | 0.2 | -1.2 | 0.43% | 151.5% | 84.4% |
| 02/2023 | -2.94% | 1.06% | 152.7 | 0.5 | 0.1 | -2.4 | 0.43% | 154.2% | 101.5% |
| 01/2023 | 4.12% | 4.12% | 159.5 | 0.3 | 0.3 | 2 | 0.43% | 157.8% | 110% |
| 12/2022 | -3.85% | -15.2% | 151.3 | 0 | 0.2 | 0.4 | 0.44% | 150.2% | 105.2% |
| 11/2022 | 2.89% | -11.8% | 157.1 | 0.5 | 0.2 | 2.5 | 0.44% | 155.4% | 109.2% |
| 10/2022 | 4.87% | -14.28% | 150 | -0.5 | 0.2 | 1.5 | 0.44% | 149.6% | 97.7% |
| 09/2022 | -8.33% | -18.26% | 142.6 | -0.2 | 0.1 | 1.6 | 0.44% | 142% | 103.3% |
| 08/2022 | -1.73% | -10.83% | 154.4 | 1.2 | 0.2 | -0.9 | 0.44% | 152.2% | 105.4% |
| 07/2022 | 6.14% | -9.26% | 157 | 0 | 0.1 | 1 | 0.44% | 149% | 108.1% |
| 06/2022 | -6.07% | -14.51% | 147.2 | -1.2 | 1.2 | 1.6 | 0.44% | 144.6% | 109% |
| 05/2022 | -3.77% | -8.99% | 157.6 | 2.4 | 0.2 | 2.4 | 0.44% | 149.1% | 110.1% |
| 04/2022 | -3.18% | -5.42% | 159.1 | -0.1 | 0.1 | 1.3 | 0.44% | 153.5% | 107.5% |
| 03/2022 | 1.34% | -2.31% | 163.1 | 1.7 | 0.1 | 6.4 | 0.44% | 157.9% | 102% |
| 02/2022 | -0.93% | -3.6% | 152.9 | -2.3 | 0.2 | 1.5 | 0.44% | 150% | 110.1% |
| 01/2022 | -2.7% | -2.7% | 155.5 | -1.2 | 0.2 | 1.5 | 0.44% | 154.6% | 111.9% |
| 12/2021 | 3.54% | 23.72% | 159.6 | 3.9 | 0 | 3.5 | 0.47% | 154.7% | 71.2% |
| 11/2021 | -0.76% | 19.49% | 147 | 2.5 | 0.2 | 2.7 | 0.47% | 142.7% | 105.2% |
| 10/2021 | 4.61% | 20.4% | 143.2 | 0.5 | 0.2 | 5 | 0.47% | 137.6% | 99.4% |
| 09/2021 | -1.72% | 15.09% | 131.8 | 0.9 | 0.2 | 5.3 | 0.47% | 126.6% | 65.7% |
| 08/2021 | 2.23% | 17.11% | 128.1 | -0.2 | 0.8 | 1.6 | 0.47% | 125.5% | 90.6% |
| 07/2021 | 0.45% | 14.55% | 124.9 | -0.1 | 0.4 | 4.1 | 0.47% | 121.8% | 88.4% |
| 06/2021 | 1.12% | 14.04% | 120.7 | 0.8 | 0.3 | 4.4 | 0.47% | 116.1% | 64% |
| 05/2021 | 1.17% | 12.78% | 114.6 | 0.7 | 0.1 | 1.4 | 0.47% | 110.9% | 80.7% |
| 04/2021 | 4.39% | 11.47% | 111.3 | 0.7 | 0.1 | 1.2 | 0.47% | 108.8% | 79.2% |
| 03/2021 | 2.5% | 6.79% | 105 | 0.1 | 0.4 | 1.9 | 0.47% | 102.3% | 55.6% |
| 02/2021 | 2.43% | 4.18% | 100.8 | 0.4 | 0 | 0.4 | 0.47% | 99.9% | 74.8% |
| 01/2021 | 1.71% | 1.71% | 97.8 | 0.5 | 0.3 | -0.1 | 0.47% | 96.1% | 70.8% |
| 12/2020 | 4.34% | 4.66% | 96 | 0.6 | 0.1 | -0.3 | 0.47% | 93.6% | 50.3% |
| 11/2020 | 10.92% | 0.31% | 91.8 | 0.4 | 0.1 | -0.9 | 0.47% | 90% | 65.6% |
| 10/2020 | 1.08% | -9.57% | 83.4 | -0 | 0.1 | -0.3 | 0.47% | 82.8% | 60.3% |
| 09/2020 | -3.25% | -10.54% | 83 | 0.2 | 0.1 | -2.8 | 0.47% | 83% | 46.7% |
| 08/2020 | 4.7% | -7.53% | 88.5 | 0.2 | 0 | -0.6 | 0.47% | 87.5% | 66.4% |
| 07/2020 | 4.75% | -11.68% | 84.9 | 0.1 | 0.1 | -1.7 | 0.47% | 84.9% | 64.6% |
| 06/2020 | -0.27% | -15.69% | 82.7 | 0.1 | 0.1 | -1.2 | 0.47% | 82.7% | 47.8% |
| 05/2020 | 2.7% | -15.46% | 84.2 | -0.3 | 0 | 3.5 | 0.47% | 82.7% | 59.7% |
| 04/2020 | 9.46% | -17.68% | 78.9 | -0.6 | 0 | 3.2 | 0.47% | 76.2% | 52.6% |
| 03/2020 | -19.2% | -24.79% | 69.5 | 0.5 | 0.1 | -0.7 | 0.47% | 64.6% | 35.7% |
| 02/2020 | -6.98% | -6.92% | 86.3 | 0.4 | 0.1 | 0.1 | 0.47% | 84.6% | 53.8% |
| 01/2020 | 0.06% | 0.06% | 92.4 | 0.1 | 0.2 | 1.8 | 0.47% | 89.4% | 55.2% |
| 12/2019 | 1.81% | 23.22% | 90.7 | 2.4 | 0.3 | 1.3 | 0.44% | 86.2% | 46.8% |
| 11/2019 | 2.26% | 21.03% | 85.8 | -0.8 | 0.1 | 0.4 | 0.44% | 84.3% | 51.1% |
| 10/2019 | 2.43% | 18.36% | 84.4 | -0.2 | 0 | 0.7 | 0.44% | 83.5% | 51.3% |
| 09/2019 | 2.73% | 15.55% | 82 | 0.8 | 0 | 1.3 | 0.44% | 80.3% | 43.4% |
| 08/2019 | -1.82% | 12.48% | 77.8 | -0.8 | 0 | 1 | 0.44% | 74.8% | 45.3% |
| 07/2019 | 0.77% | 14.56% | 79.2 | 0.9 | 0.2 | 2 | 0.44% | 75% | 46.2% |
| 06/2019 | 3.93% | 13.69% | 76 | 0.1 | 0.1 | 1 | 0.44% | 73% | 40% |
| 05/2019 | -2.75% | 9.39% | 72.1 | -0.1 | 0.1 | 0.8 | 0.44% | 69.3% | 42.7% |
| 04/2019 | 3.76% | 12.48% | 73.6 | -0.1 | 0.1 | 0.7 | 0.44% | 72.2% | 46.1% |
| 03/2019 | 0.49% | 8.41% | 70.5 | -2.5 | 0.1 | 1.8 | 0.44% | 69.8% | 38.8% |
| 02/2019 | 2.04% | 7.88% | 71 | 0.4 | 0 | 1.1 | 0.44% | 67.6% | 42.6% |
| 01/2019 | 5.72% | 5.72% | 68.2 | 6.3 | 0.1 | 0.5 | 0.44% | 65% | 40.8% |
| 12/2018 | -7.4% | -4.18% | 58.1 | -0.2 | 0 | 0.9 | 0.48% | 57.4% | 30.8% |
| 11/2018 | 2.2% | 3.48% | 62 | 0.1 | 0.1 | 2.3 | 0.48% | 60.5% | 38.3% |
| 10/2018 | -5.27% | 1.25% | 58.4 | -0.1 | 0 | 2.5 | 0.48% | 55.8% | 35.2% |
| 09/2018 | -0.26% | 6.88% | 59.1 | 1.1 | 0 | 1 | 0.48% | 54.8% | 30.5% |
| 08/2018 | 2.62% | 7.16% | 57.3 | 1.1 | 0.1 | 2.3 | 0.48% | 53.7% | 33% |
| 07/2018 | 3.03% | 4.43% | 52.5 | 0.1 | 0 | 3 | 0.48% | 51.1% | 32.5% |
| 06/2018 | -0.97% | 1.36% | 47.9 | 0.5 | 0.1 | 2.4 | 0.48% | 46.3% | 25.5% |
| 05/2018 | 0.76% | 2.35% | 45.7 | 0.2 | 0.1 | 0.7 | 0.48% | 44.4% | 27% |
| 04/2018 | 1.66% | 1.58% | 44.6 | 0.1 | 0 | 1.1 | 0.48% | 44.3% | 27.3% |
| 03/2018 | -1.76% | -0.08% | 42.7 | 0 | 0 | 1.3 | 0.48% | 39.7% | 21.6% |
| 02/2018 | -1.94% | 1.71% | 42.1 | 0.3 | 0 | 1.6 | 0.48% | 40.7% | 24.4% |
| 01/2018 | 3.72% | 3.72% | 41.1 | 0.2 | 0 | 0.8 | 0.48% | 40.1% | 23.5% |
| 12/2017 | 1.46% | 9.9% | 38.7 | 0.2 | -0.1 | -0.1 | 0.51% | 38.5% | 20.1% |
| 11/2017 | 0.99% | 8.32% | 38.1 | -0.2 | 0.4 | 0.5 | 0.51% | 35.3% | 22.3% |
| 10/2017 | 2.25% | 7.26% | 37.8 | 0.3 | 0 | 0.5 | 0.51% | 37.4% | 21.5% |
| 09/2017 | 0.81% | 4.9% | 36.2 | 0.2 | 0 | 0.3 | 0.51% | 35.9% | 18.4% |
| 08/2017 | -0.6% | 4.05% | 35.5 | 0 | 0.1 | -0.2 | 0.51% | 34.3% | 20.9% |
| 07/2017 | 2.18% | 4.68% | 35.9 | 0.1 | 0.1 | 1.2 | 0.51% | 33.2% | 18.4% |
| 06/2017 | -0.62% | 2.45% | 34 | -0 | 0.1 | 0.7 | 0.51% | 32.5% | 17.8% |
| 05/2017 | 1.71% | 3.09% | 33.6 | 0.1 | 0.3 | 0.3 | 0.51% | 32.7% | 17.9% |
| 04/2017 | 1.09% | 1.36% | 33 | -0.5 | 0 | 0.6 | 0.51% | 32.3% | 17.8% |
| 03/2017 | -0.38% | 0.26% | 32.5 | 0.4 | 0 | 0.9 | 0.51% | 30.4% | 17.5% |
| 02/2017 | 1.11% | 0.64% | 31.4 | 0 | 0 | 0.6 | 0.51% | 29.2% | 17.7% |
| 01/2017 | -0.46% | -0.46% | 30.5 | 0.1 | 0.1 | 1.1 | 0.51% | 28.9% | 17.6% |
| 12/2016 | 1.78% | 5.38% | 29.6 | 0.3 | 0 | 0.3 | 0.56% | 27.9% | 18% |
| 11/2016 | 2.17% | 3.54% | 28.5 | 0.2 | 0 | 0.5 | 0.56% | 27.5% | 17.5% |
| 10/2016 | -0.19% | 1.34% | 27.2 | 0 | 0.1 | 0.2 | 0.56% | 26.5% | 17% |
| 09/2016 | -0.35% | 1.53% | 27.1 | 0.1 | 0 | 0.1 | 0.56% | 26.6% | 17% |
| 08/2016 | 0.42% | 1.89% | 27 | 0.1 | 0.2 | -0.6 | 0.56% | 26.7% | 16.6% |
| 07/2016 | 4.73% | 1.46% | 27.5 | 0.1 | 0 | 0.1 | 0.56% | 26.9% | 17.2% |
| 06/2016 | -2.36% | -3.12% | 26.2 | 0 | 0.1 | -0.5 | 0.56% | 25.9% | 16.5% |
| 05/2016 | 1.41% | -0.78% | 27.4 | 0 | 0 | -0.8 | 0.56% | 26.2% | 16.7% |
| 04/2016 | 0.86% | -2.16% | 27.8 | 0 | 0 | 0.7 | 0.56% | 25.8% | 16.4% |
| 03/2016 | 2.9% | -2.99% | 26.8 | 0.1 | 0.1 | 0.1 | 0.56% | 24.2% | 16.2% |
| 02/2016 | -1.81% | -5.73% | 26 | 0 | 0.1 | 0.4 | 0.56% | 24.8% | 15.6% |
| 01/2016 | -3.99% | -3.99% | 26.1 | -0 | 0.1 | -0.5 | 0.56% | 25.3% | 16% |
| 12/2015 | -1.72% | 1.38% | 27.7 | 0.2 | 0 | 0.6 | 0.68% | 24.7% | 15.5% |
| 11/2015 | -0.4% | 3.16% | 27.4 | 0 | 0.1 | 1 | 0.68% | 24.3% | 14.8% |
| 10/2015 | 5.98% | 3.57% | 26.6 | 0.1 | 0 | 0.4 | 0.68% | 24.3% | 14.7% |
| 09/2015 | -4.19% | -2.27% | 24.6 | 0 | 0 | 0.5 | 0.68% | 22.9% | 13.7% |
| 08/2015 | -4.35% | 2% | 25.2 | 0.2 | 0 | 0.7 | 0.68% | 22.7% | 13.4% |
| 07/2015 | 2.21% | 6.64% | 25.5 | 0 | 0 | 0.4 | 0.68% | 23.9% | 14.1% |
| 06/2015 | -3.15% | 4.33% | 24.7 | 0.1 | 0.1 | 1.3 | 0.68% | 22% | 13.1% |
| 05/2015 | 0.79% | 7.73% | 24.2 | 1 | 0 | 3 | 0.68% | 23.1% | 13.8% |
| 04/2015 | 0.69% | 6.88% | 20 | 0.1 | 0 | 0.7 | 0.68% | 19.1% | 11.5% |
| 03/2015 | 1.73% | 6.15% | 19.2 | -0.1 | 0 | 0.6 | 0.68% | 18.2% | 10.7% |
| 02/2015 | 4.9% | 4.34% | 18.3 | 0.1 | 0 | 0.4 | 0.68% | 17.1% | 10.5% |
| 01/2015 | -0.53% | -0.53% | 17 | 0 | 0 | 0.1 | 0.68% | 16.2% | 10% |
| 12/2014 | -1.48% | 10.61% | 17 | 0.1 | 0 | -0 | 0.69% | 16.3% | 10% |
| 11/2014 | 4.37% | 12.27% | 17.2 | 0 | 0 | 0.2 | 0.69% | 16.5% | 10.1% |
| 10/2014 | -0.47% | 7.57% | 16.2 | 0 | 0 | 0.1 | 0.69% | 15.8% | 9.5% |
| 09/2014 | 1.01% | 8.07% | 16.2 | 0 | 0 | 0.5 | 0.69% | 15.8% | 9.4% |
| 08/2014 | 3.47% | 6.99% | 15.5 | 0 | 0 | 0.3 | 0.69% | 14.5% | 8.8% |
| 07/2014 | -0.52% | 3.41% | 14.7 | 0 | 0 | 0 | 0.69% | 13.9% | 8.3% |
| 06/2014 | 0.36% | 3.95% | 14.8 | 0 | 0 | 1.3 | 0.69% | 13.9% | 8.4% |
| 05/2014 | 1.86% | 3.57% | 13.4 | 0 | 0.1 | -0.5 | 0.69% | 13.1% | 7.5% |
| 04/2014 | -0.99% | 1.68% | 13.7 | 0 | 0.2 | -0.2 | 0.69% | 12.9% | 7.3% |
| 03/2014 | 1.03% | 2.7% | 14.2 | 0 | 0.1 | -0.4 | 0.69% | 13.5% | 7.6% |
| 02/2014 | 3.97% | 1.65% | 14.6 | 0 | 0 | 0.4 | 0.69% | 13.8% | 7.6% |
| 01/2014 | -2.23% | -2.23% | 13.6 | 0 | 0 | 0.1 | 0.69% | 13.2% | 7.3% |
| 12/2013 | -0.06% | 17.78% | 13.8 | 0.1 | 0.1 | -0.8 | 0.61% | 13.4% | 7.5% |
| 11/2013 | 3.01% | 17.85% | 14.6 | 0 | 0 | 0.2 | 0.61% | 13.9% | 7.7% |
| 10/2013 | 2.84% | 14.4% | 14 | 0.1 | 0 | 0.9 | 0.61% | 13.1% | 7.5% |
| 09/2013 | 3.77% | 11.25% | 12.7 | -0 | 0 | 0.1 | 0.61% | 11.9% | 7.2% |
| 08/2013 | -0.78% | 7.2% | 12.2 | 0.1 | 0.1 | 0 | 0.61% | 11.4% | 6.9% |
| 07/2013 | 3.61% | 8.05% | 12.3 | 0 | 0 | 0.5 | 0.61% | 11.4% | 6.8% |
| 06/2013 | -4.21% | 4.28% | 11.4 | 0.1 | 0 | 0 | 0.61% | 10.8% | 6.4% |
| 05/2013 | 3.66% | 8.87% | 11.8 | 0 | 0 | -0.3 | 0.61% | 11.4% | 6.7% |
| 04/2013 | 0.47% | 5.02% | 11.7 | 0 | 0 | 0 | 0.61% | 11.1% | 6.7% |
| 03/2013 | 0.65% | 4.53% | 2.1 | 0 | 0 | 0 | 0.61% | 2% | 1% |
| 02/2013 | 1.56% | 3.86% | 2.1 | 0 | 0 | 0 | 0.61% | 2% | 1% |
| 01/2013 | 2.26% | 2.26% | 2.1 | 0 | 0 | 0 | 0.61% | 1.9% | 0.9% |
| 12/2012 | -1.24% | 9.44% | 2 | 0 | 0 | -0 | 0.69% | 1.9% | 0.9% |
| 11/2012 | 1.8% | 10.81% | 2 | 0 | 0 | 0 | 0.69% | 1.9% | 0.9% |
| 10/2012 | 0.97% | 8.85% | 2 | 0 | 0 | 0 | 0.69% | 1.9% | 0.9% |
| 09/2012 | 3.84% | 7.81% | 1.9 | 0 | 0 | 0 | 0.69% | 1.9% | 0.9% |
| 08/2012 | 1.97% | 3.82% | 1.9 | 0 | 0 | -0 | 0.69% | 1.8% | 0.9% |
| 07/2012 | 3.96% | 1.82% | 1.9 | 0 | 0 | -0 | 0.69% | 1.8% | 0.9% |
| 06/2012 | -0.86% | -2.06% | 1.9 | -0 | 0 | 0.1 | 0.69% | 1.7% | 0.9% |
| 05/2012 | -7.89% | -1.21% | 1.8 | 0 | 0 | 0 | 0.69% | 1.6% | 0.8% |
| 04/2012 | 0.64% | 7.25% | 1.9 | 0 | 0 | 0.1 | 0.69% | 1.7% | 0.8% |
| 03/2012 | 1.27% | 6.57% | 1.8 | 0 | 0 | 0 | 0.69% | 1.7% | 0.8% |
| 02/2012 | 0.22% | 5.23% | 1.7 | 0 | 0 | 0.1 | 0.69% | 1.7% | 0.8% |
| 01/2012 | 5% | 5% | 1.7 | 0 | 0 | 0.2 | 0.69% | 1.6% | 0.7% |
| 12/2011 | -0.3% | -20.24% | 1.5 | 0 | 0 | 0 | 0.99% | 1.4% | 0.6% |
| 11/2011 | -4.05% | -20% | 1.5 | 0 | 0 | -0.1 | 0.99% | 1.4% | 0.6% |
| 10/2011 | 6.81% | -16.63% | 1.6 | 0 | 0 | 0 | 0.99% | 1.6% | 0.6% |
| 09/2011 | -4.64% | -21.94% | 1.5 | 0 | 0 | 0 | 0.99% | 1.4% | 0.6% |
| 08/2011 | -8.62% | -18.14% | 1.6 | 0 | 0 | -0 | 0.99% | 1.5% | 0.6% |
| 07/2011 | -1.34% | -10.42% | 1.7 | 0 | 0 | -0 | 0.99% | 1.7% | 0.7% |
| 06/2011 | -3.59% | -9.2% | 1.8 | 0 | 0 | 0.1 | 0.99% | 1.7% | 0.7% |
| 05/2011 | -3.5% | -5.82% | 1.8 | 0 | 0 | -0.2 | 0.99% | 1.8% | 0.7% |
| 04/2011 | -0.73% | -2.41% | 2.1 | -0.1 | 0 | 0.5 | 0.99% | 2% | 0.8% |
| 03/2011 | 1.06% | -1.69% | 1.6 | 0.1 | 0 | 0.4 | 0.99% | 1.6% | 0.5% |
| 02/2011 | -1.38% | -2.72% | 1.1 | 0 | 0 | 0.1 | 0.99% | 1% | 0.4% |
| 01/2011 | -1.36% | -1.36% | 1.1 | 0 | 0 | 0 | 0.99% | 1% | 0.3% |
| 12/2010 | 5.55% | 11.17% | 1 | 0 | 0 | 0.3 | 1.67% | 0.7% | 0.2% |
| 11/2010 | -3.19% | 5.32% | 0.7 | 0 | 0 | 0.1 | 1.67% | 0.7% | 0.2% |
| 10/2010 | 4.37% | 8.79% | 0.7 | 0 | 0 | 0.1 | 1.67% | 0.7% | 0.2% |
| 09/2010 | 6.6% | 4.24% | 0.6 | 0 | 0 | 0 | 1.67% | 0.5% | 0.1% |
| 08/2010 | -0.45% | -2.22% | 0.5 | 0 | 0 | 0 | 1.67% | 0.5% | 0.1% |
| 07/2010 | 4.76% | -1.77% | 0.5 | 0 | 0 | 0 | 1.67% | 0.5% | 0.1% |
| 06/2010 | -1.37% | -6.24% | 0.5 | 0 | 0 | -0 | 1.67% | 0.5% | 0.1% |
| 05/2010 | -7.76% | -4.94% | 0.5 | 0 | 0 | -0 | 1.67% | 0.5% | 0.2% |
| 04/2010 | -1.98% | 3.06% | 0.6 | 0 | 0.1 | 0 | 1.67% | 0.6% | 0.2% |
| 03/2010 | 5.37% | 5.14% | 0.6 | -0 | 0 | 0 | 1.67% | 0.6% | 0.2% |
| 02/2010 | 3.63% | -0.21% | 0.6 | -0 | 0 | 0 | 1.67% | 0.6% | 0.2% |
| 01/2010 | -3.71% | -3.71% | 0.6 | 0.1 | 0 | 0.2 | 1.67% | 0.6% | 0.2% |
| 12/2009 | 4.76% | - | 0.4 | 0 | 0 | 0 | - | 0.4% | 0.1% |
| 11/2009 | 5.27% | - | 0.3 | 0 | 0 | 0.1 | - | 0.3% | 0.1% |
| 10/2009 | 0.6% | - | 0.2 | 0 | 0 | 0.1 | - | 0.2% | 0.1% |
| 09/2009 | 5.92% | - | 0.1 | 0 | 0 | 0 | - | 0.1% | 0% |
| 08/2009 | 2.04% | - | 0.1 | 0 | 0 | 0 | - | 0.1% | 0% |
| 07/2009 | 7.09% | - | 0.1 | 0 | 0 | 0.1 | - | 0.1% | 0% |
| 06/2009 | -0.55% | - | 0 | 0 | 0 | 0 | - | 0% | 0% |
| 05/2009 | 9.37% | - | 0 | 0 | 0 | -0.1 | - | 0% | 0% |
| 04/2009 | 17.08% | - | 0.1 | 0 | 0 | 0 | - | 0.1% | 0% |
| 03/2009 | 14.23% | - | 0.1 | 0 | 0 | 0 | - | 0.1% | 0% |
| 02/2009 | -4.88% | - | 0.1 | 0 | 0 | 0 | - | 0.1% | 0% |
| 01/2009 | - | - | 0.1 | 0 | 0 | 0.1 | - | 0.1% | 0% |
| 12/2008 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 11/2008 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 10/2008 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 09/2008 | - | - | 0 | 0 | 0 | 0 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של מנורה מבטחים תגמולים ופיצויים מסלול מניות?
ב-07/2026: -0.82% לחודש, 8.6% מתחילת השנה, 68.35% ל-3 שנים ו-75.67% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במנורה מבטחים תגמולים ופיצויים מסלול מניות?
0.46% לשנה מהצבירה בממוצע ו-0.01% מההפקדות. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מנורה מבטחים תגמולים ופיצויים מסלול מניות מומלצת?
האתר אינו ממליץ על קרנות. הדירוגים כאן הם לפי נתון בודד שבחרת. ייעוץ פנסיוני ניתן רק על ידי בעל רישיון.
קישורים
בדיקת פנסיה
בדיקת פנסיה חינם אצל בעל רישיון פנסיוני. האתר אינו מייעץ - הפנייה עוברת לבעל מקצוע מורשה בלבד.
מקור הנתונים: נתוני הגמל נט לשנת 1999-2022, רשות שוק ההון, ביטוח וחיסכון, data.gov.il, רישיון רישיון פתוח (data.gov.il). נמשך ב-2026-09-12 · נתוני הגמל נט לשנת 2023, רשות שוק ההון, ביטוח וחיסכון, data.gov.il, רישיון רישיון פתוח (data.gov.il). נמשך ב-2026-09-12 · נתוני הגמל נט לשנים 2024-היום, רשות שוק ההון, ביטוח וחיסכון, data.gov.il, רישיון רישיון פתוח (data.gov.il). נמשך ב-2026-09-12.
שטר הוא אתר פרטי, לא רשמי. הנתונים מוצגים כמות שהם; במקרה של סתירה, רק הפרסום הרשמי ייחשב כנכון. מצאת טעות? בקשת תיקון.
