מנורה מבטחים השתלמות מסלול כללי: תשואה, דמי ניהול וסיכון
מנורה מבטחים השתלמות מסלול כללי מנוהלת על ידי מנורה מבטחים פנסיה וגמל בע"מ, בסיווג קרנות השתלמות, פעילה מ-2003; 280 חודשי דיווח מ-04/2003 עד 07/2026.
תשואה 07/2026
-0.34%
מתחילת השנה
5.57%
3 שנים מצטבר
38.36%
5 שנים מצטבר
44.54%
דמי ניהול מצבירה
0.63%
לשנה
נכסים
13,853
מיליון ש"ח
המידע והחישוב להמחשה בלבד ואינם ייעוץ פיננסי, פנסיוני, מס או משפטי. לפני החלטה פנה לבעל רישיון.
עובדות מחושבות
- נכסים מנוהלים ב-07/2026: 13,853 מיליון ש"ח, מקום 13 מתוך 234 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 44.54%, מקום 53 מתוך 152 בקטגוריה; ל-3 שנים: 38.36% (מקום 57 מתוך 164).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,454 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 19,279 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.63% לשנה (מקום 179 מתוך 223 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-11,874 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -30.5% בין 10/2007 ל-12/2008.
- סטיית תקן: 5.77; מדד שארפ: 1.03 (מקום 32 מתוך 152); חשיפה למניות 7,130.3%, לחו"ל 6,270.1%, למט"ח 2,443.2%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 9.31% | 7.43% | -28.74% | 43.1% | 10.02% | -5.68% | 10.33% | 9.95% | 6.39% | 1.65% | 3.42% | 7.55% | -1.12% | 11.74% | 2.53% | 13.73% | -7.5% | 7.99% | 12.09% | 16.31% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2025.
דירוג בקטגוריה קרנות השתלמות (07/2026)
דירוג לפי הנתון בלבד, מתוך 234 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 13,853 | 13 / 234 |
| דמי ניהול מצבירה (נמוך = 1) | 0.63% | 179 / 223 |
| תשואה מתחילת השנה | 5.57% | 76 / 231 |
| תשואה 3 שנים | 38.36% | 57 / 164 |
| תשואה 5 שנים | 44.54% | 53 / 152 |
| מדד שארפ | 1.03 | 32 / 152 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- מור קרן השתלמות לשכירים ולעצמאים - מניות 14,338 מ' ש"ח
- ילין לפידות קרן השתלמות מסלול מניות 12,744 מ' ש"ח
- הראל השתלמות כללי 15,633 מ' ש"ח
- עגור קרן השתלמות למורים בבתי הספר העי"ס במכללות ובסמינרים בבתי הספר היסודיים ולגננות מסלול כללי 10,561 מ' ש"ח
- אנליסט השתלמות מניות 17,159 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.34% | 5.57% | 13,852.5 | 176.4 | 100.2 | 30.1 | 0.63% | 7,130.3% | 6,270.1% |
| 06/2026 | -0.63% | 5.93% | 13,800.1 | 150.9 | 103.9 | 82 | 0.63% | 6,995% | 6,162.4% |
| 05/2026 | 2.18% | 6.6% | 13,765 | 160.8 | 95 | 93.2 | 0.63% | 6,948.1% | 5,499.9% |
| 04/2026 | 3.84% | 4.33% | 13,322.1 | 164.4 | 85.5 | 72.9 | 0.63% | 6,558.1% | 5,236.5% |
| 03/2026 | -2.58% | 0.47% | 12,688.3 | 127.9 | 95.5 | 90.3 | 0.63% | 6,156.7% | 4,734.2% |
| 02/2026 | 0.85% | 3.13% | 12,905.7 | 178.1 | 146.3 | 22.6 | 0.63% | 6,447.8% | 5,112.5% |
| 01/2026 | 2.26% | 2.26% | 12,749.9 | 149.7 | 82.6 | -8.5 | 0.63% | 6,273.1% | 5,072% |
| 12/2025 | 1.16% | 16.31% | 12,417.2 | 205.6 | 95 | -38 | 0.62% | 6,055.9% | 5,068.4% |
| 11/2025 | 1.42% | 14.98% | 12,208.6 | 156.5 | 93.5 | -55.2 | 0.62% | 6,041% | 4,980% |
| 10/2025 | 1.44% | 13.37% | 12,036.6 | 137 | 87 | -55.2 | 0.62% | 5,913.8% | 4,987.6% |
| 09/2025 | 2.43% | 11.76% | 11,877 | 161.1 | 83 | -53.4 | 0.62% | 5,804.8% | 4,861% |
| 08/2025 | 1.17% | 9.11% | 11,577.7 | 155.5 | 97.3 | -64.5 | 0.62% | 5,642.4% | 4,869.8% |
| 07/2025 | 0.92% | 7.84% | 11,456.1 | 166.3 | 100.9 | -67.3 | 0.62% | 5,576.5% | 4,762.4% |
| 06/2025 | 3.28% | 6.86% | 11,358.5 | 152.6 | 83.6 | -59.5 | 0.62% | 5,499.6% | 4,479.1% |
| 05/2025 | 2.39% | 3.47% | 10,994 | 145 | 94.7 | -75.2 | 0.62% | 5,336.5% | 4,909.7% |
| 04/2025 | 1.04% | 1.05% | 10,767.1 | 150.7 | 90.8 | -41.6 | 0.62% | 5,186.2% | 5,084.7% |
| 03/2025 | -1.08% | 0.01% | 10,642.9 | 141.2 | 98.8 | -54.5 | 0.62% | 5,055.7% | 4,911.9% |
| 02/2025 | -0.37% | 1.1% | 10,775.6 | 158.6 | 146.2 | -95.1 | 0.62% | 5,055.7% | 4,778% |
| 01/2025 | 1.48% | 1.48% | 10,903.7 | 128.8 | 80.1 | -103.4 | 0.62% | 5,245.1% | 4,957.6% |
| 12/2024 | 0.88% | 12.09% | 10,803.7 | 200.5 | 98.3 | -138.2 | 0.62% | 5,089% | 4,940.7% |
| 11/2024 | 1.79% | 11.11% | 10,750.5 | 146.2 | 100.4 | -105.6 | 0.62% | 5,121% | 5,037.9% |
| 10/2024 | 0.33% | 9.16% | 10,626 | 154.1 | 97.5 | -96.5 | 0.62% | 5,053.8% | 5,227.3% |
| 09/2024 | 1.63% | 8.8% | 10,635.6 | 151.7 | 94.2 | -91.1 | 0.62% | 5,069% | 5,190.2% |
| 08/2024 | 0.91% | 7.06% | 10,503.5 | 159.5 | 95 | -81.2 | 0.62% | 4,911.1% | 5,154.8% |
| 07/2024 | 1.29% | 6.09% | 10,430.5 | 162.3 | 94.6 | -90.6 | 0.62% | 4,827.3% | 5,057.7% |
| 06/2024 | 0.62% | 4.74% | 10,325.9 | 155.9 | 92.8 | -88.8 | 0.62% | 4,744.7% | 4,583.3% |
| 05/2024 | 0.9% | 4.09% | 10,292.8 | 159.5 | 106.9 | -82.2 | 0.62% | 4,765.5% | 5,003.5% |
| 04/2024 | -1.24% | 3.17% | 10,236.6 | 161.2 | 79.8 | -74.2 | 0.62% | 4,697.3% | 5,162.4% |
| 03/2024 | 2.22% | 4.46% | 10,363.1 | 150.7 | 89.3 | -100.4 | 0.62% | 4,844.7% | 4,834.5% |
| 02/2024 | 2.08% | 2.19% | 10,181.5 | 157.9 | 140.6 | -83.6 | 0.62% | 4,556.9% | 4,620.7% |
| 01/2024 | 0.11% | 0.11% | 10,044.3 | 142.3 | 78.1 | -74.5 | 0.62% | 4,370.8% | 4,638.3% |
| 12/2023 | 1.93% | 7.99% | 10,048.5 | 206.4 | 77.3 | -51.6 | 0.62% | 4,359.3% | 4,515.9% |
| 11/2023 | 2.68% | 5.94% | 9,786.1 | 160.2 | 75.1 | -31.6 | 0.62% | 4,175.9% | 4,643.4% |
| 10/2023 | -2.66% | 3.18% | 9,482.8 | 136.8 | 77.9 | -37.5 | 0.62% | 3,976% | 4,518.1% |
| 09/2023 | -0.95% | 6% | 9,724.9 | 168.6 | 65.7 | -37.4 | 0.62% | 4,132.2% | 4,394.8% |
| 08/2023 | -0.38% | 7.01% | 9,757.4 | 150.4 | 96.1 | -53 | 0.62% | 4,321.8% | 4,562.3% |
| 07/2023 | 2.71% | 7.42% | 9,799.4 | 164.5 | 86.2 | -65.9 | 0.62% | 4,268.2% | 4,395.3% |
| 06/2023 | 1.85% | 4.59% | 9,533.3 | 162.5 | 101.4 | -46.6 | 0.62% | 4,127.9% | 4,188.1% |
| 05/2023 | 0.72% | 2.69% | 9,351 | 135.8 | 96.4 | -31.3 | 0.62% | 4,005.9% | 4,285.3% |
| 04/2023 | 1.53% | 1.95% | 9,281.2 | 162 | 82.5 | -23.5 | 0.62% | 3,940.9% | 4,196.2% |
| 03/2023 | 0.18% | 0.42% | 9,090.7 | 140.2 | 109 | -23 | 0.62% | 3,876.1% | 4,247.7% |
| 02/2023 | -1.66% | 0.24% | 9,070.9 | 160.3 | 134.2 | -42.8 | 0.62% | 3,820.4% | 3,996.1% |
| 01/2023 | 1.93% | 1.93% | 9,245.4 | 132.5 | 83.5 | 7.8 | 0.62% | 3,731.3% | 3,930.8% |
| 12/2022 | -1.4% | -7.5% | 9,018.7 | 199.8 | 69.1 | 0.3 | 0.61% | 3,542% | 4,289.7% |
| 11/2022 | 1.28% | -6.19% | 9,018.7 | 149.7 | 71.2 | 5 | 0.61% | 3,858.9% | 4,037.3% |
| 10/2022 | 2.07% | -7.38% | 8,827.3 | 130.3 | 68.8 | 8.7 | 0.61% | 3,785% | 3,980.3% |
| 09/2022 | -4.09% | -9.25% | 8,583.7 | 152.3 | 59.2 | 13.2 | 0.61% | 3,652.9% | 4,021.5% |
| 08/2022 | -1.22% | -5.38% | 8,846.4 | 124.3 | 69.3 | 43.5 | 0.61% | 3,810.7% | 3,832.3% |
| 07/2022 | 2.92% | -4.22% | 8,862.4 | 142.7 | 62.3 | 25.9 | 0.61% | 3,915.6% | 3,952.2% |
| 06/2022 | -2.04% | -6.93% | 8,509.5 | 152.8 | 68.4 | 18.6 | 0.61% | 3,811.8% | 3,104.9% |
| 05/2022 | -2.48% | -5% | 8,586.1 | 134.8 | 66.6 | 1.4 | 0.61% | 3,937.5% | 4,104.5% |
| 04/2022 | -1.25% | -2.58% | 8,736.9 | 134.1 | 52.7 | 3.2 | 0.61% | 3,871.7% | 3,910.9% |
| 03/2022 | 0.76% | -1.35% | 8,766.9 | 120.1 | 76.7 | 2.8 | 0.61% | 3,972.9% | 3,088.8% |
| 02/2022 | -0.67% | -2.09% | 8,657.6 | 136.9 | 88.1 | -26.3 | 0.61% | 3,946.9% | 4,090.3% |
| 01/2022 | -1.43% | -1.43% | 8,697.5 | 118.6 | 60.6 | -14.3 | 0.61% | 4,040.4% | 3,947.1% |
| 12/2021 | 1.9% | 13.73% | 8,785.3 | 182.9 | 55.7 | -24.2 | 0.63% | 3,972% | 2,968.7% |
| 11/2021 | 0.13% | 11.61% | 8,523.5 | 127.8 | 59.8 | -22.3 | 0.63% | 3,780.2% | 3,786.4% |
| 10/2021 | 2.21% | 11.46% | 8,471.8 | 105.3 | 56.9 | -21 | 0.63% | 3,790.5% | 3,834.1% |
| 09/2021 | -0.53% | 9.05% | 8,265.5 | 139.3 | 37.2 | -19.8 | 0.63% | 3,594% | 3,035.7% |
| 08/2021 | 1.35% | 9.63% | 8,231.3 | 120 | 52.9 | -17 | 0.63% | 3,613.1% | 3,728.7% |
| 07/2021 | 0.41% | 8.17% | 8,075.6 | 139.7 | 56.4 | -31.5 | 0.63% | 3,512.4% | 3,664.8% |
| 06/2021 | 0.79% | 7.73% | 7,989.4 | 114.6 | 63.2 | -38.7 | 0.63% | 3,488% | 3,051.5% |
| 05/2021 | 1.16% | 6.89% | 7,918.4 | 118.8 | 54.8 | -39.4 | 0.63% | 3,466.8% | 3,610% |
| 04/2021 | 1.97% | 5.66% | 7,807.1 | 118.1 | 54.4 | -53.6 | 0.63% | 3,418.7% | 3,562.9% |
| 03/2021 | 1.71% | 3.62% | 7,650 | 114.8 | 54.2 | -68.1 | 0.63% | 3,299.6% | 2,934.8% |
| 02/2021 | 0.74% | 1.88% | 7,533 | 114.8 | 79 | -75.8 | 0.63% | 3,206.9% | 3,470% |
| 01/2021 | 1.13% | 1.13% | 7,521.2 | 100.9 | 61.5 | -79.5 | 0.63% | 3,062.3% | 3,287.2% |
| 12/2020 | 1.84% | 2.53% | 7,480.3 | 171.9 | 66.4 | -82.5 | 0.62% | 2,939.8% | 2,624.1% |
| 11/2020 | 4.75% | 0.68% | 7,326.5 | 116.2 | 66.5 | -48.1 | 0.62% | 2,821.8% | 3,058.2% |
| 10/2020 | 0.39% | -3.89% | 6,995.9 | 108.9 | 61.6 | -44.3 | 0.62% | 2,600.2% | 2,866.1% |
| 09/2020 | -1.54% | -4.26% | 6,969.9 | 117.6 | 51.8 | -30 | 0.62% | 2,566.4% | 2,403.4% |
| 08/2020 | 2.52% | -2.76% | 7,046.3 | 114.6 | 57.1 | -36.4 | 0.62% | 2,549.4% | 2,876.1% |
| 07/2020 | 2.32% | -5.15% | 6,855.4 | 128 | 46.6 | -30.1 | 0.62% | 2,386% | 2,745.3% |
| 06/2020 | -0.78% | -7.3% | 6,653.2 | 96.6 | 42.4 | -6.5 | 0.62% | 2,348.8% | 2,369.7% |
| 05/2020 | 1.46% | -6.57% | 6,662.2 | 85.3 | 26.5 | 15.5 | 0.62% | 2,409.5% | 2,783.2% |
| 04/2020 | 5.29% | -7.92% | 6,495.2 | 127.8 | 22.7 | -10.1 | 0.62% | 2,305.8% | 2,594.7% |
| 03/2020 | -10.39% | -12.54% | 6,079.3 | 144.9 | 70.6 | -114.8 | 0.62% | 2,163.5% | 2,194.2% |
| 02/2020 | -2.57% | -2.4% | 6,836.2 | 114.3 | 70.5 | -1.2 | 0.62% | 2,430.5% | 2,580% |
| 01/2020 | 0.17% | 0.17% | 6,977.9 | 109.1 | 48.5 | 13.3 | 0.62% | 2,552.3% | 2,629.5% |
| 12/2019 | 0.89% | 11.74% | 6,896.1 | 170.7 | 42.1 | 11.7 | 0.65% | 2,514.2% | 2,485.9% |
| 11/2019 | 0.85% | 10.75% | 6,698.8 | 112.4 | 42.1 | 10.8 | 0.65% | 2,413.9% | 2,562.5% |
| 10/2019 | 1.21% | 9.82% | 6,563.1 | 110.4 | 32.2 | 16.7 | 0.65% | 2,389.9% | 2,530.9% |
| 09/2019 | 1.3% | 8.51% | 6,396.6 | 108.5 | 33.7 | 24.6 | 0.65% | 2,262.6% | 2,271% |
| 08/2019 | -0.62% | 7.11% | 6,219.2 | 110.5 | 37.3 | 33.8 | 0.65% | 2,086.4% | 2,241.3% |
| 07/2019 | 0.54% | 7.78% | 6,153.4 | 119.9 | 44.3 | 41 | 0.65% | 2,038.9% | 2,225.1% |
| 06/2019 | 1.81% | 7.2% | 6,007.6 | 107.6 | 37.3 | 23 | 0.65% | 2,010.2% | 2,061.3% |
| 05/2019 | -0.76% | 5.3% | 5,811.4 | 99.7 | 35.9 | 30.1 | 0.65% | 1,907.2% | 2,097.6% |
| 04/2019 | 1.58% | 6.1% | 5,764.1 | 100 | 29.9 | 19.2 | 0.65% | 1,883% | 2,093.1% |
| 03/2019 | 0.64% | 4.45% | 5,588.9 | 96.5 | 35.7 | 35.7 | 0.65% | 1,821.4% | 1,908.7% |
| 02/2019 | 1.16% | 3.79% | 5,460.1 | 103.6 | 42 | 32.8 | 0.65% | 1,799.5% | 1,963.2% |
| 01/2019 | 2.6% | 2.6% | 5,306.6 | 93.9 | 33.7 | 35.6 | 0.65% | 1,758.7% | 1,908.1% |
| 12/2018 | -2.65% | -1.12% | 5,080.1 | 147.6 | 29.6 | 43.9 | 0.69% | 1,619% | 1,681.7% |
| 11/2018 | 0.48% | 1.57% | 5,056.4 | 93.6 | 28.3 | 43.5 | 0.69% | 1,698.3% | 1,855.5% |
| 10/2018 | -1.72% | 1.09% | 4,926.9 | 90.2 | 27.8 | 40.2 | 0.69% | 1,638% | 1,774.8% |
| 09/2018 | -0.04% | 2.86% | 4,912.2 | 88.1 | 19.6 | 28 | 0.69% | 1,663.7% | 1,658.1% |
| 08/2018 | 0.97% | 2.9% | 4,819.8 | 83.3 | 29.3 | 62.5 | 0.69% | 1,671.3% | 1,756.9% |
| 07/2018 | 1.32% | 1.91% | 4,659.7 | 98.3 | 28.6 | 62.4 | 0.69% | 1,553.9% | 1,701.1% |
| 06/2018 | -0.22% | 0.58% | 4,467.1 | 78.8 | 24.9 | 39.6 | 0.69% | 1,471.5% | 1,499.5% |
| 05/2018 | -0.02% | 0.8% | 4,386.8 | 86.8 | 28.2 | 34.6 | 0.69% | 1,467.2% | 1,563.4% |
| 04/2018 | 0.78% | 0.82% | 4,297.1 | 79.5 | 21.6 | 31.2 | 0.69% | 1,426.1% | 1,494.4% |
| 03/2018 | -0.44% | 0.04% | 4,177.3 | 75.7 | 27.6 | 34 | 0.69% | 1,362.2% | 1,380.5% |
| 02/2018 | -0.97% | 0.49% | 4,115.7 | 73.3 | 30.6 | 28.3 | 0.69% | 1,407% | 1,420.1% |
| 01/2018 | 1.47% | 1.47% | 4,086.3 | 73.2 | 28.7 | 36.4 | 0.69% | 1,403.6% | 1,342.7% |
| 12/2017 | 0.75% | 7.55% | 3,949.1 | 119.7 | 21.6 | 37.9 | 0.75% | 1,325.8% | 1,213.7% |
| 11/2017 | 0.62% | 6.75% | 3,786.4 | 72.8 | 23.7 | 23.8 | 0.75% | 1,297.3% | 1,257.7% |
| 10/2017 | 1.1% | 6.09% | 3,690.8 | 66 | 15.7 | 24.7 | 0.75% | 1,270.4% | 1,229.7% |
| 09/2017 | 0.47% | 4.93% | 3,578.1 | 69.8 | 17.4 | 17.2 | 0.75% | 1,232.3% | 1,133.7% |
| 08/2017 | 0.53% | 4.44% | 3,494.7 | 63.9 | 21.6 | 31 | 0.75% | 1,151.5% | 1,130.2% |
| 07/2017 | 1.22% | 3.89% | 3,402.2 | 72.3 | 27.4 | 26.5 | 0.75% | 1,177.4% | 1,109.3% |
| 06/2017 | -0.49% | 2.64% | 3,296 | 61.3 | 21.5 | 27.9 | 0.75% | 1,153.4% | 986% |
| 05/2017 | 1% | 3.15% | 3,245.2 | 57.1 | 23.9 | 24.6 | 0.75% | 1,131.8% | 1,008.1% |
| 04/2017 | 1.07% | 2.12% | 3,157.6 | 62.7 | 17.2 | 22.5 | 0.75% | 1,097.2% | 995.4% |
| 03/2017 | 0.27% | 1.04% | 3,059.6 | 56.7 | 28.2 | 22.2 | 0.75% | 1,063.9% | 961.6% |
| 02/2017 | 0.52% | 0.77% | 3,002.7 | 54.3 | 21.6 | 18.3 | 0.75% | 1,044.1% | 942.6% |
| 01/2017 | 0.25% | 0.25% | 2,936.7 | 63.4 | 23.5 | 9.6 | 0.75% | 1,033.2% | 958.9% |
| 12/2016 | 1.05% | 3.42% | 2,887.8 | 90.4 | 17.6 | 7.7 | 0.83% | 982.1% | 895.4% |
| 11/2016 | 0.63% | 2.34% | 2,779.5 | 52.4 | 21.2 | 10.1 | 0.83% | 964% | 873.2% |
| 10/2016 | 0.06% | 1.7% | 2,722.6 | 49.3 | 9.8 | 11.2 | 0.83% | 903.1% | 824.2% |
| 09/2016 | -0.56% | 1.64% | 2,672 | 49 | 14.4 | 15.9 | 0.83% | 895.6% | 810.3% |
| 08/2016 | 0.03% | 2.21% | 2,638.1 | 44.1 | 16.2 | 17.9 | 0.83% | 882% | 802.7% |
| 07/2016 | 2.05% | 2.18% | 2,593.2 | 53.8 | 14.7 | 13 | 0.83% | 868.1% | 807.9% |
| 06/2016 | -0.44% | 0.13% | 2,491.2 | 41.6 | 16.2 | 16.6 | 0.83% | 821.3% | 765.4% |
| 05/2016 | 0.47% | 0.57% | 2,461.8 | 50 | 16.9 | 17.9 | 0.83% | 825.3% | 755.5% |
| 04/2016 | 1.12% | 0.1% | 2,400.7 | 43 | 14.4 | 28.4 | 0.83% | 793.3% | 712.3% |
| 03/2016 | 1.18% | -1.01% | 2,318.9 | 48.9 | 17 | 29.3 | 0.83% | 764.8% | 696.1% |
| 02/2016 | -0.69% | -2.16% | 2,233 | 43.6 | 18.2 | 7.7 | 0.83% | 748.6% | 686.6% |
| 01/2016 | -1.48% | -1.48% | 2,216.2 | 40.4 | 15.7 | 24.2 | 0.83% | 758.5% | 691.9% |
| 12/2015 | -0.85% | 1.65% | 2,201.4 | 76.4 | 12.8 | 22.1 | 0.94% | 747.5% | 630.7% |
| 11/2015 | -0.3% | 2.52% | 2,135.1 | 38.5 | 10.9 | 23.9 | 0.94% | 710% | 598.4% |
| 10/2015 | 2.37% | 2.83% | 2,091.4 | 36.2 | 8.9 | 17.5 | 0.94% | 674.2% | 579% |
| 09/2015 | -1.83% | 0.45% | 2,000.1 | 30.2 | 11.9 | 14.5 | 0.94% | 604.9% | 520.8% |
| 08/2015 | -1.41% | 2.32% | 2,005.7 | 35.5 | 8.4 | 27.5 | 0.94% | 630.9% | 539.4% |
| 07/2015 | 1.56% | 3.79% | 1,981 | 35.1 | 10.9 | 29.6 | 0.94% | 647.7% | 504.8% |
| 06/2015 | -2.47% | 2.19% | 1,898.8 | 31.3 | 11.8 | 28.5 | 0.94% | 596.8% | 462.2% |
| 05/2015 | 0.4% | 4.78% | 1,899.7 | 30 | 15.3 | 29.4 | 0.94% | 614% | 483.7% |
| 04/2015 | 0.47% | 4.36% | 1,849.5 | 25.1 | 7.8 | 27.7 | 0.94% | 574.9% | 465% |
| 03/2015 | 0.59% | 3.88% | 1,797.7 | 29 | 10.5 | 22 | 0.94% | 556.4% | 460.7% |
| 02/2015 | 2.58% | 3.27% | 1,748 | 24.3 | 13.4 | 20.1 | 0.94% | 525.6% | 457.2% |
| 01/2015 | 0.67% | 0.67% | 1,674.6 | 25.9 | 13.2 | 25.6 | 0.94% | 492.3% | 436.2% |
| 12/2014 | -1.49% | 6.39% | 1,626.6 | 54.9 | 10.5 | 22.5 | 1.01% | 477.1% | 425.2% |
| 11/2014 | 1.26% | 8% | 1,584.7 | 23.9 | 8.8 | 13.2 | 1.01% | 482.5% | 421.5% |
| 10/2014 | 0.24% | 6.66% | 1,538 | 18.5 | 7.7 | 9.9 | 1.01% | 468.9% | 396.7% |
| 09/2014 | 0.47% | 6.4% | 1,514.8 | 21.7 | 10.6 | 14.4 | 1.01% | 457.9% | 379.6% |
| 08/2014 | 2.08% | 5.9% | 1,483.4 | 21 | 8.4 | 13.1 | 1.01% | 447.5% | 375.4% |
| 07/2014 | -0.16% | 3.75% | 1,428.7 | 21.8 | 13.3 | 16.1 | 1.01% | 426.9% | 345% |
| 06/2014 | -0.18% | 3.91% | 1,407.5 | 19.6 | 10.7 | 11 | 1.01% | 425.7% | 350.7% |
| 05/2014 | 1.34% | 4.1% | 1,391.1 | 18.6 | 12.2 | 9 | 1.01% | 434.3% | 343.7% |
| 04/2014 | 0.08% | 2.72% | 1,358.5 | 17.9 | 8.2 | 6 | 1.01% | 425% | 333.2% |
| 03/2014 | 0.92% | 2.64% | 1,342.8 | 17.8 | 13.1 | 5.3 | 1.01% | 440.7% | 329.2% |
| 02/2014 | 1.93% | 1.71% | 1,321.8 | 16.3 | 15.9 | 2.5 | 1.01% | 435.6% | 331.3% |
| 01/2014 | -0.22% | -0.22% | 1,295 | 19.2 | 14.3 | -2.5 | 1.01% | 410.8% | 306.3% |
| 12/2013 | -0.31% | 9.95% | 1,296.5 | 42.3 | 12 | -3.8 | 1.03% | 416.5% | 303.8% |
| 11/2013 | 1.86% | 10.29% | 1,275.1 | 13.4 | 8 | 0.8 | 1.03% | 414.4% | 298.4% |
| 10/2013 | 1.63% | 8.28% | 774.1 | 7.7 | 6.1 | -4.5 | 1.03% | 255.1% | 184.7% |
| 09/2013 | 2.48% | 6.54% | 765.1 | 6.6 | 3.4 | -0.7 | 1.03% | 244.1% | 177.7% |
| 08/2013 | -0.86% | 3.96% | 744.8 | 8 | 3.8 | -2.6 | 1.03% | 235.7% | 176.5% |
| 07/2013 | 1.98% | 4.86% | 750.2 | 8.2 | 4.7 | -3.1 | 1.03% | 237.8% | 173% |
| 06/2013 | -1.86% | 2.83% | 735.9 | 7.3 | 6.6 | -3.2 | 1.03% | 234.3% | 163.2% |
| 05/2013 | 1.53% | 4.78% | 752.9 | 6.8 | 5.3 | -2.6 | 1.03% | 246.1% | 171% |
| 04/2013 | 0.85% | 3.2% | 743.3 | 7.3 | 6 | -3.7 | 1.03% | 235.1% | 158.1% |
| 03/2013 | 0.4% | 2.33% | 740.2 | 6.8 | 4.7 | -2.9 | 1.03% | 236.9% | 159.1% |
| 02/2013 | 1.14% | 1.92% | 738.6 | 6.9 | 8.2 | -4.2 | 1.03% | 237.2% | 158.2% |
| 01/2013 | 0.77% | 0.77% | 736.4 | 7.9 | 9.6 | -9.3 | 1.03% | 237.7% | 157% |
| 12/2012 | 0.08% | 10.33% | 742.3 | 27.5 | 5.2 | -8 | 1.16% | 225.5% | 144.9% |
| 11/2012 | 0.78% | 10.24% | 728.1 | 7.4 | 4.3 | -4.2 | 1.16% | 229.1% | 150.1% |
| 10/2012 | 1.62% | 9.39% | 724.2 | 8.1 | 5.2 | -5 | 1.16% | 226% | 151.6% |
| 09/2012 | 2.29% | 7.64% | 715.3 | 6.5 | 4.6 | -4.8 | 1.16% | 226.9% | 157.6% |
| 08/2012 | 0.35% | 5.23% | 702.9 | 7.5 | 6.6 | -5.5 | 1.16% | 222.3% | 156.8% |
| 07/2012 | 2.92% | 4.86% | 705.6 | 8.8 | 4.7 | -5.3 | 1.16% | 217.9% | 150.7% |
| 06/2012 | -0.51% | 1.89% | 687.4 | 7.2 | 4.9 | -3.7 | 1.16% | 211.2% | 143.6% |
| 05/2012 | -2.77% | 2.41% | 693 | 8.1 | 5.6 | -4.6 | 1.16% | 207.3% | 139% |
| 04/2012 | 1.09% | 5.33% | 715.3 | 6.8 | 5.7 | -4.2 | 1.16% | 226.4% | 147.4% |
| 03/2012 | 0.99% | 4.19% | 711.2 | 7.4 | 4.7 | -7.5 | 1.16% | 221.6% | 148.8% |
| 02/2012 | 0.46% | 3.17% | 709.6 | 7.1 | 8.6 | -7.3 | 1.16% | 217.4% | 155.7% |
| 01/2012 | 2.7% | 2.7% | 715.7 | 10 | 7.1 | -8.2 | 1.16% | 217% | 145.4% |
| 12/2011 | 0.68% | -5.68% | 330.4 | 11.5 | 3.1 | -2.8 | 1.21% | 95.2% | 58.7% |
| 11/2011 | -2.07% | -6.32% | 322.9 | 7.1 | 2.9 | -7.6 | 1.21% | 88% | 55.2% |
| 10/2011 | 3.12% | -4.34% | 333.5 | 6 | 1.6 | -1.1 | 1.21% | 89.9% | 55.1% |
| 09/2011 | -2.06% | -7.23% | 320.5 | 6.1 | 1.8 | -1.1 | 1.21% | 83.6% | 50.9% |
| 08/2011 | -2.85% | -5.28% | 324.4 | 6.8 | 3 | -1.3 | 1.21% | 87.2% | 48.6% |
| 07/2011 | -0.11% | -2.5% | 331.6 | 6.9 | 3.1 | -0.2 | 1.21% | 91.9% | 47.9% |
| 06/2011 | -1.12% | -2.4% | 328.6 | 6.1 | 2.2 | 0.3 | 1.21% | 93.9% | 47.4% |
| 05/2011 | -0.95% | -1.29% | 328.3 | 6.5 | 2.7 | -0.8 | 1.21% | 94.9% | 45.8% |
| 04/2011 | -0.32% | -0.34% | 328.7 | 4.9 | 2 | 2 | 1.21% | 97.8% | 46.5% |
| 03/2011 | -0.6% | -0.02% | 325.2 | 5.7 | 2.5 | 2.6 | 1.21% | 96.4% | 43% |
| 02/2011 | -0.11% | 0.58% | 321.7 | 5.6 | 2.6 | 0.5 | 1.21% | 93.1% | 43% |
| 01/2011 | 0.69% | 0.69% | 318.9 | 8.3 | 2.5 | 0.9 | 1.21% | 95.4% | 45% |
| 12/2010 | 1.14% | 10.02% | 310.3 | 10.4 | 2.4 | -1.1 | 1.21% | 89.9% | 39.1% |
| 11/2010 | -1.13% | 8.78% | 300.2 | 5.8 | 1.6 | 1.1 | 1.21% | 79.8% | 31.9% |
| 10/2010 | 2.66% | 10.02% | 298.6 | 5.3 | 1.6 | 2.2 | 1.21% | 81.3% | 31.2% |
| 09/2010 | 1.5% | 7.17% | 285.4 | 4.4 | 1.7 | 0.9 | 1.21% | 76.1% | 28.9% |
| 08/2010 | 1.19% | 5.59% | 278 | 5.5 | 1.4 | 1.7 | 1.21% | 72.7% | 33.6% |
| 07/2010 | 2.34% | 4.35% | 250.3 | 5.1 | 1.6 | 1.6 | 1.21% | 66.5% | 29.7% |
| 06/2010 | 0.72% | 1.96% | 239.9 | 4.5 | 1.9 | 0.8 | 1.21% | 59.3% | 27.5% |
| 05/2010 | -2.03% | 1.23% | 235.1 | 5.1 | 1.7 | 1.3 | 1.21% | 58.2% | 26.8% |
| 04/2010 | -0.9% | 3.33% | 235.5 | 4 | 1.3 | 1.9 | 1.21% | 59.7% | 27.2% |
| 03/2010 | 1.51% | 4.27% | 233.3 | 4.7 | 2 | 0.8 | 1.21% | 56.1% | 30.3% |
| 02/2010 | 1.63% | 2.72% | 226.7 | 4 | 1.5 | 1.4 | 1.21% | 53.6% | 24.1% |
| 01/2010 | 1.07% | 1.07% | 219.4 | 4 | 2.4 | 1.4 | 1.21% | 52.3% | 23.4% |
| 12/2009 | 0.07% | 43.1% | 214.4 | 10.2 | 1.4 | 0.1 | 1.25% | 50.8% | 20.1% |
| 11/2009 | 2.48% | 43% | 205.5 | 4.2 | 1.4 | 1.3 | 1.25% | 48.3% | 22% |
| 10/2009 | 2.37% | 39.54% | 196.7 | 3.3 | 1.3 | -0 | 1.25% | 45.3% | 20% |
| 09/2009 | 1.31% | 36.31% | 190.4 | 3.6 | 1.6 | 1.7 | 1.25% | 43.8% | 19.8% |
| 08/2009 | 1.51% | 34.55% | 184.5 | 4.3 | 1.3 | 0.6 | 1.25% | 40% | 16.7% |
| 07/2009 | 2.35% | 32.55% | 178.4 | 4 | 1.2 | 1.4 | 1.25% | 39.2% | 15.6% |
| 06/2009 | 4.64% | 29.51% | 170.3 | 3.8 | 0.9 | 2.9 | 1.25% | 32.7% | 12.6% |
| 05/2009 | 2.08% | 23.76% | 157.3 | 3.4 | 1 | -0.5 | 1.25% | 29.3% | 12.8% |
| 04/2009 | 5.68% | 21.24% | 152.4 | 3 | 1.1 | 0.1 | 1.25% | 27.8% | 13.7% |
| 03/2009 | 3.96% | 14.72% | 142.5 | 3.7 | 1.1 | -0.4 | 1.25% | 24.8% | 12.7% |
| 02/2009 | 1.15% | 10.35% | 134.9 | 3.3 | 1.7 | -0.4 | 1.25% | 21.2% | 13.6% |
| 01/2009 | 9.1% | 9.1% | 132.4 | 2.6 | 1.6 | -2.6 | 1.25% | 21.6% | 14.5% |
| 12/2008 | -2.02% | -28.74% | 123.1 | 7.2 | 2.6 | -6.8 | 1.13% | 22% | 13.2% |
| 11/2008 | -4.54% | -27.27% | 128 | 3.9 | 2.5 | -5.8 | 1.13% | 23.3% | 14.6% |
| 10/2008 | -11.61% | -23.81% | 138.7 | 3.4 | 2.1 | -5.7 | 1.13% | 27.7% | 15.2% |
| 09/2008 | -7.83% | -13.81% | 161.7 | 4 | 3 | -1.8 | 1.13% | 35.4% | 18% |
| 08/2008 | -0.3% | -6.48% | 176.3 | 3.9 | 2.2 | -0.9 | 1.13% | 42% | 20.3% |
| 07/2008 | -2.12% | -6.2% | 176.2 | 4.3 | 2.7 | -0.2 | 1.13% | 42.9% | 20.1% |
| 06/2008 | -1.49% | -4.17% | 178.7 | 3.6 | 2 | 1.9 | 1.13% | 42.2% | 19.5% |
| 05/2008 | 1.43% | -2.72% | 178.1 | 3.3 | 1.7 | 1.8 | 1.13% | 44% | 15.9% |
| 04/2008 | 1.82% | -4.09% | 172.5 | 3.5 | 1.5 | 4.7 | 1.13% | 43% | 15.6% |
| 03/2008 | -3.92% | -5.81% | 163.1 | 3.2 | 1.9 | 6.2 | 1.13% | 40.6% | 13.1% |
| 02/2008 | 1.36% | -1.96% | 162.1 | 2.1 | 2.3 | 5.1 | 1.13% | 43.6% | 13.4% |
| 01/2008 | -3.28% | -3.28% | 155.2 | 2.8 | 1.8 | 8.8 | 1.13% | 40.7% | 13.6% |
| 12/2007 | -0.36% | 7.43% | 150.7 | 7.4 | 1.7 | 17 | 0.89% | - | - |
| 11/2007 | -2.14% | 7.82% | 128.6 | 2.3 | 1.4 | 5.4 | 0.89% | - | - |
| 10/2007 | 2.7% | 10.18% | 125.1 | 2.1 | 1.2 | 6.1 | 0.89% | - | - |
| 09/2007 | 1.26% | 7.28% | 115.1 | 1.7 | 0.7 | 6.6 | 0.89% | - | - |
| 08/2007 | -3.47% | 5.95% | 106.1 | 1.9 | 0.5 | 12.6 | 0.89% | - | - |
| 07/2007 | -0.11% | 9.75% | 95.5 | 1.1 | 0.8 | 9.3 | 0.89% | - | - |
| 06/2007 | 0.71% | 9.88% | 86.3 | 1.2 | 0.5 | 8.3 | 0.89% | - | - |
| 05/2007 | 2.57% | 9.1% | 76.9 | 0.5 | 0.2 | 8.8 | 0.89% | - | - |
| 04/2007 | 2.48% | 6.37% | 66 | 1.7 | 0.4 | 3.7 | 0.89% | - | - |
| 03/2007 | 0.19% | 3.79% | 59.5 | 0.7 | 0.3 | 5.1 | 0.89% | - | - |
| 02/2007 | 1.06% | 3.6% | 54 | 2.1 | 0.6 | 3.1 | 0.89% | - | - |
| 01/2007 | 2.51% | 2.51% | 48.9 | 0.7 | 0.1 | 5.2 | 0.89% | - | - |
| 12/2006 | 0.08% | 9.31% | 42 | 2.7 | 0.3 | 4 | 0.04% | - | - |
| 11/2006 | 2.03% | 9.22% | 35.5 | 0.7 | 0.2 | 4.4 | 0.04% | - | - |
| 10/2006 | 2.62% | 7.05% | 30.1 | 0.3 | 0.1 | 1.1 | 0.04% | - | - |
| 09/2006 | 0.5% | 4.31% | 28 | 0.9 | 0.3 | 0.9 | 0.04% | - | - |
| 08/2006 | 1.3% | 3.8% | 26.3 | 0.5 | 0.1 | 2.2 | 0.04% | - | - |
| 07/2006 | 0.85% | 2.46% | 23.5 | 0.6 | 0.3 | 1.5 | 0.04% | - | - |
| 06/2006 | -1.76% | 1.6% | 21.5 | 0.5 | 0.2 | 1.1 | 0.04% | - | - |
| 05/2006 | -0.23% | 3.42% | 20.5 | 0.5 | 0.1 | 1.1 | 0.04% | - | - |
| 04/2006 | 1.69% | 3.66% | 19.1 | 0.4 | 0.1 | 3 | 0.04% | - | - |
| 03/2006 | 1.14% | 1.94% | 15.6 | 0.3 | 0.1 | 1.4 | 0.04% | - | - |
| 02/2006 | -0.26% | 0.79% | 13.8 | 0.2 | 0.4 | 4.7 | 0.04% | - | - |
| 01/2006 | 1.05% | 1.05% | 9.3 | 0.2 | 0.1 | 5 | 0.04% | - | - |
| 12/2005 | 1.37% | - | 4.2 | 0.4 | 0 | 3.6 | 0% | - | - |
| 11/2005 | - | - | 0.2 | 0 | 0 | 0.2 | 0% | - | - |
| 10/2005 | - | - | 0 | 0 | 0 | 0 | 0% | - | - |
| 09/2005 | - | - | 0 | 0 | 0 | 0 | 0% | - | - |
| 08/2005 | - | - | 0 | 0 | 0 | 0 | 0% | - | - |
| 07/2005 | - | - | 0 | 0 | 0 | 0 | 0% | - | - |
| 06/2005 | - | - | 0 | 0 | 0 | 0 | 0% | - | - |
| 05/2005 | - | - | 0 | 0 | 0 | 0 | 0% | - | - |
| 04/2005 | - | - | 0 | 0 | 0 | 0 | 0% | - | - |
| 03/2005 | - | - | 0 | 0 | 0 | 0 | 0% | - | - |
| 02/2005 | - | - | 0 | 0 | 0 | 0 | 0% | - | - |
| 01/2005 | - | - | 0 | 0 | 0 | 0 | 0% | - | - |
| 12/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 11/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 10/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 09/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 08/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 07/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 06/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 05/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 04/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 03/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 02/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 01/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 12/2003 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 11/2003 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 10/2003 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 09/2003 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 08/2003 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 07/2003 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 06/2003 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 05/2003 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 04/2003 | - | - | 0 | 0 | 0 | 0 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של מנורה מבטחים השתלמות מסלול כללי?
ב-07/2026: -0.34% לחודש, 5.57% מתחילת השנה, 38.36% ל-3 שנים ו-44.54% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במנורה מבטחים השתלמות מסלול כללי?
0.63% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מנורה מבטחים השתלמות מסלול כללי 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.
בעל רישיון בלבדללא עלות וללא התחייבותהפרטים נמחקים בתוך 90 יום
מקור הנתונים ורישיון
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.