מנורה מבטחים ביטוח בע"מ מניות: תשואה, דמי ניהול וסיכון
מנורה מבטחים ביטוח בע"מ מניות מנוהלת על ידי , בסיווג פוליסות שהונפקו החל משנת 2004; 271 חודשי דיווח מ-01/2004 עד 07/2026.
תשואה 07/2026
-0.82%
מתחילת השנה
8.87%
3 שנים מצטבר
68.5%
5 שנים מצטבר
75.93%
דמי ניהול מצבירה
0.71%
לשנה
נכסים
1,409
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: 1,409 מיליון ש"ח, מקום 47 מתוך 176 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 75.93%, מקום 9 מתוך 107 בקטגוריה; ל-3 שנים: 68.5% (מקום 9 מתוך 137).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 17,593 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 29,197 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.71% לשנה (מקום 52 מתוך 170 בקטגוריה, מהנמוך לגבוה), מההפקדות: 1.83%. על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-13,282 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -64.9% בין 10/2007 ל-12/2008.
- סטיית תקן: 11.78; מדד שארפ: 1.01 (מקום 25 מתוך 107); חשיפה למניות 1,428.4%, לחו"ל 946.9%, למט"ח 307%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 32.09% | 28.29% | 17.6% | 8.26% | -61.84% | 109.27% | 19.98% | -29.3% | 8.57% | 18.93% | 6.95% | 1.45% | 4.1% | 12.45% | -3% | 23.53% | 3.94% | 23.88% | -14.7% | 13.91% | 20.46% | 27.77% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2025.
דירוג בקטגוריה פוליסות שהונפקו החל משנת 2004 (07/2026)
דירוג לפי הנתון בלבד, מתוך 176 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 1,409 | 47 / 176 |
| דמי ניהול מצבירה (נמוך = 1) | 0.71% | 52 / 170 |
| תשואה מתחילת השנה | 8.87% | 11 / 172 |
| תשואה 3 שנים | 68.5% | 9 / 137 |
| תשואה 5 שנים | 75.93% | 9 / 107 |
| מדד שארפ | 1.01 | 25 / 107 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הפניקס עוקב מדדים גמיש 1,400 מ' ש"ח
- מנורה מבטחים ביטוח בע"מ בסיסי למקבלי קצבה (2) 1,393 מ' ש"ח
- כלל חברה לביטוח בע"מ אשראי ואג"ח עם מניות (עד 25% מניות) 1,369 מ' ש"ח
- מנורה מבטחים ביטוח בע"מ לבני 60 ומעלה 1,348 מ' ש"ח
- הפניקס עוקב מדדי מניות 1,499 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.82% | 8.87% | 1,408.8 | - | - | - | 0.71% | 1,428.4% | 946.9% |
| 06/2026 | -2.03% | 9.77% | 1,393.8 | - | - | - | 0.71% | 1,391.1% | 936.6% |
| 05/2026 | 3.52% | 12.04% | 1,373.2 | - | - | - | 0.71% | 1,354.2% | 858.1% |
| 04/2026 | 7.84% | 8.23% | 1,285.6 | - | - | - | 0.71% | 1,260.5% | 776% |
| 03/2026 | -5.09% | 0.36% | 1,148.9 | - | - | - | 0.71% | 1,153.7% | 715.9% |
| 02/2026 | 0.99% | 5.75% | 1,171.3 | - | - | - | 0.71% | 1,151.4% | 706.6% |
| 01/2026 | 4.71% | 4.71% | 1,096.4 | - | - | - | 0.71% | 1,055.6% | 647.8% |
| 12/2025 | 2.02% | 27.77% | 985.2 | - | - | - | 0.76% | 962.5% | 612.3% |
| 11/2025 | 2.21% | 25.24% | 933.1 | - | - | - | 0.76% | 913% | 576.9% |
| 10/2025 | 2.38% | 22.53% | 867.4 | - | - | - | 0.76% | 838.1% | 548.2% |
| 09/2025 | 4.15% | 19.68% | 819.5 | - | - | - | 0.76% | 794.5% | 513.5% |
| 08/2025 | 1.73% | 14.91% | 769.2 | - | - | - | 0.76% | 755.5% | 492.3% |
| 07/2025 | 1.91% | 12.96% | 739.7 | - | - | - | 0.76% | 727.3% | 481.7% |
| 06/2025 | 5.73% | 10.84% | 688.7 | - | - | - | 0.76% | 665.5% | 444% |
| 05/2025 | 5.34% | 4.83% | 637.3 | - | - | - | 0.76% | 630% | 436.6% |
| 04/2025 | 1.1% | -0.48% | 600.6 | - | - | - | 0.76% | 589.7% | 421.4% |
| 03/2025 | -3.26% | -1.56% | 586.3 | - | - | - | 0.76% | 591.5% | 412.5% |
| 02/2025 | -1.41% | 1.75% | 605.2 | - | - | - | 0.76% | 600.2% | 416.9% |
| 01/2025 | 3.21% | 3.21% | 602.8 | - | - | - | 0.76% | 595.2% | 408.6% |
| 12/2024 | 0.79% | 20.46% | 564.5 | - | - | - | 0.8% | 548.1% | 370.7% |
| 11/2024 | 2.96% | 19.51% | 543.5 | - | - | - | 0.8% | 524.4% | 360.8% |
| 10/2024 | 0.54% | 16.08% | 521.3 | - | - | - | 0.8% | 516.9% | 363.5% |
| 09/2024 | 2.53% | 15.45% | 518.3 | - | - | - | 0.8% | 513.4% | 371.5% |
| 08/2024 | 1.25% | 12.6% | 509 | - | - | - | 0.8% | 502.9% | 354.5% |
| 07/2024 | 1.79% | 11.21% | 499.9 | - | - | - | 0.8% | 498% | 356.5% |
| 06/2024 | 0.97% | 9.26% | 493.3 | - | - | - | 0.8% | 487% | 350.9% |
| 05/2024 | 2.29% | 8.21% | 492.2 | - | - | - | 0.8% | 491% | 348.9% |
| 04/2024 | -2.56% | 5.79% | 477.5 | - | - | - | 0.8% | 479.9% | 338.9% |
| 03/2024 | 3.9% | 8.56% | 490.7 | - | - | - | 0.8% | 488.4% | 348.8% |
| 02/2024 | 4.5% | 4.49% | 470.5 | - | - | - | 0.8% | 466.4% | 325.6% |
| 01/2024 | -0.01% | -0.01% | 449.1 | - | - | - | 0.8% | 445.2% | 317.8% |
| 12/2023 | 4.2% | 13.91% | 445.5 | - | - | - | 0.84% | 438.5% | 306% |
| 11/2023 | 5.92% | 9.32% | 425.3 | - | - | - | 0.84% | 420.6% | 297.1% |
| 10/2023 | -5.21% | 3.21% | 401.3 | - | - | - | 0.84% | 393.3% | 288.3% |
| 09/2023 | -1.78% | 8.88% | 426.1 | - | - | - | 0.84% | 414% | 299.5% |
| 08/2023 | -2.13% | 10.86% | 437.7 | - | - | - | 0.84% | 437.6% | 317.6% |
| 07/2023 | 5.8% | 13.27% | 452.7 | - | - | - | 0.84% | 449.1% | 319.2% |
| 06/2023 | 3.68% | 7.06% | 435.8 | - | - | - | 0.84% | 438.6% | 324.7% |
| 05/2023 | -0.26% | 3.26% | 419.3 | - | - | - | 0.84% | 419.7% | 304.4% |
| 04/2023 | 2.63% | 3.53% | 421 | - | - | - | 0.84% | 416.8% | 299.6% |
| 03/2023 | 0.15% | 0.88% | 417.8 | - | - | - | 0.84% | 418.5% | 310.1% |
| 02/2023 | -3.01% | 0.72% | 419.4 | - | - | - | 0.84% | 420.2% | 299.2% |
| 01/2023 | 3.85% | 3.85% | 431.3 | - | - | - | 0.84% | 428.2% | 305.1% |
| 12/2022 | -3.72% | -14.7% | 414.5 | - | - | - | 0.9% | 409.5% | 297.6% |
| 11/2022 | 2.6% | -11.41% | 429.8 | - | - | - | 0.9% | 427.2% | 295.7% |
| 10/2022 | 4.56% | -13.65% | 415.7 | - | - | - | 0.9% | 407.4% | 283.2% |
| 09/2022 | -8.2% | -17.42% | 395.3 | - | - | - | 0.9% | 394.5% | 286.7% |
| 08/2022 | -1.43% | -10.04% | 429.8 | - | - | - | 0.9% | 410.1% | 285.9% |
| 07/2022 | 6.04% | -8.74% | 429.9 | - | - | - | 0.9% | 405.6% | 294.3% |
| 06/2022 | -5.84% | -13.93% | 400.2 | - | - | - | 0.9% | 387.6% | 304.3% |
| 05/2022 | -3.68% | -8.6% | 418.7 | - | - | - | 0.9% | 400.6% | 314.4% |
| 04/2022 | -3.02% | -5.1% | 425.9 | - | - | - | 0.9% | 414.7% | 312.1% |
| 03/2022 | 1.24% | -2.15% | 436.8 | - | - | - | 0.9% | 419.8% | 321.3% |
| 02/2022 | -0.87% | -3.35% | 428.7 | - | - | - | 0.9% | 425.2% | 333.5% |
| 01/2022 | -2.5% | -2.5% | 433.1 | - | - | - | 0.9% | 428% | 321.3% |
| 12/2021 | 3.64% | 23.88% | 436.6 | - | - | - | 0.93% | 425.6% | 305.8% |
| 11/2021 | -0.78% | 19.53% | 412.1 | - | - | - | 0.93% | 403.7% | 300.1% |
| 10/2021 | 4.68% | 20.47% | 401.2 | - | - | - | 0.93% | 390.4% | 288.9% |
| 09/2021 | -1.75% | 15.08% | 378.2 | - | - | - | 0.93% | 369.5% | 273.2% |
| 08/2021 | 2.18% | 17.13% | 377.1 | - | - | - | 0.93% | 368% | 275.1% |
| 07/2021 | 0.44% | 14.63% | 354.8 | - | - | - | 0.93% | 347.6% | 264.1% |
| 06/2021 | 1.05% | 14.13% | 355.6 | - | - | - | 0.93% | 347.8% | 265.6% |
| 05/2021 | 1.32% | 12.94% | 348.4 | - | - | - | 0.93% | 339.7% | 256.4% |
| 04/2021 | 4.44% | 11.47% | 338.1 | - | - | - | 0.93% | 332.3% | 248.8% |
| 03/2021 | 2.4% | 6.73% | 323.5 | - | - | - | 0.93% | 316.4% | 238% |
| 02/2021 | 2.57% | 4.23% | 315 | - | - | - | 0.93% | 312.6% | 237.5% |
| 01/2021 | 1.62% | 1.62% | 306.2 | - | - | - | 0.93% | 305.7% | 229.3% |
| 12/2020 | 4.42% | 3.94% | 301.5 | - | - | - | 0.95% | 296.1% | 216.2% |
| 11/2020 | 10.95% | -0.46% | 286.7 | - | - | - | 0.95% | 276.5% | 204.7% |
| 10/2020 | 0.97% | -10.28% | 251.3 | - | - | - | 0.95% | 248.9% | 186.1% |
| 09/2020 | -3.17% | -11.14% | 250.4 | - | - | - | 0.95% | 248.5% | 191.3% |
| 08/2020 | 4.64% | -8.24% | 261 | - | - | - | 0.95% | 253% | 195% |
| 07/2020 | 4.96% | -12.3% | 249.1 | - | - | - | 0.95% | 246.8% | 186.8% |
| 06/2020 | -0.26% | -16.45% | 239.1 | - | - | - | 0.95% | 240.8% | 181.9% |
| 05/2020 | 2.73% | -16.23% | 245.6 | - | - | - | 0.95% | 237.3% | 172.3% |
| 04/2020 | 9.53% | -18.46% | 231.1 | - | - | - | 0.95% | 217.7% | 150.7% |
| 03/2020 | -19.71% | -25.55% | 194.2 | - | - | - | 0.95% | 181.6% | 119.7% |
| 02/2020 | -7.35% | -7.28% | 251.7 | - | - | - | 0.95% | 265.1% | 164.7% |
| 01/2020 | 0.08% | 0.08% | 274.3 | - | - | - | 0.95% | 275.7% | 173.8% |
| 12/2019 | 1.86% | 23.53% | 268.3 | - | - | - | 1% | 267.8% | 167.3% |
| 11/2019 | 2.23% | 21.27% | 257.9 | - | - | - | 1% | 254.4% | 158.2% |
| 10/2019 | 2.28% | 18.63% | 247.8 | - | - | - | 1% | 243.4% | 148.8% |
| 09/2019 | 2.83% | 15.98% | 237.7 | - | - | - | 1% | 230.3% | 135.7% |
| 08/2019 | -1.94% | 12.79% | 230.1 | - | - | - | 1% | 224.2% | 136.3% |
| 07/2019 | 0.85% | 15.02% | 232.8 | - | - | - | 1% | 228.9% | 139.2% |
| 06/2019 | 3.97% | 14.05% | 230.1 | - | - | - | 1% | 225.5% | 141.5% |
| 05/2019 | -2.7% | 9.7% | 217 | - | - | - | 1% | 214.3% | 132.7% |
| 04/2019 | 3.83% | 12.74% | 222.7 | - | - | - | 1% | 218.7% | 134.8% |
| 03/2019 | 0.51% | 8.58% | 211.4 | - | - | - | 1% | 210% | 129.8% |
| 02/2019 | 2.09% | 8.03% | 210.2 | - | - | - | 1% | 207.9% | 128.7% |
| 01/2019 | 5.82% | 5.82% | 202.8 | - | - | - | 1% | 200.6% | 119.8% |
| 12/2018 | -7.3% | -3% | 187.5 | - | - | - | 1.04% | 191.8% | 113.6% |
| 11/2018 | 2.15% | 4.63% | 205.6 | - | - | - | 1.04% | 202.1% | 119% |
| 10/2018 | -4.99% | 2.43% | 194.6 | - | - | - | 1.04% | 191.7% | 113.9% |
| 09/2018 | -0.21% | 7.81% | 201.5 | - | - | - | 1.04% | 193.6% | 113% |
| 08/2018 | 3% | 8.04% | 198.3 | - | - | - | 1.04% | 191.4% | 109.8% |
| 07/2018 | 2.97% | 4.89% | 186.4 | - | - | - | 1.04% | 182.8% | 108.3% |
| 06/2018 | -0.97% | 1.87% | 178.2 | - | - | - | 1.04% | 172.9% | 97.6% |
| 05/2018 | 1.03% | 2.86% | 177 | - | - | - | 1.04% | 174.5% | 97% |
| 04/2018 | 1.82% | 1.82% | 173.5 | - | - | - | 1.04% | 171.3% | 95.1% |
| 03/2018 | -1.77% | 0% | 169 | - | - | - | 1.04% | 163.5% | 90.5% |
| 02/2018 | -1.74% | 1.8% | 170 | - | - | - | 1.04% | 170.2% | 92.8% |
| 01/2018 | 3.6% | 3.6% | 172.9 | - | - | - | 1.04% | 171.1% | 92.9% |
| 12/2017 | 1.54% | 12.45% | 163.6 | - | - | - | 1.07% | 159% | 82.5% |
| 11/2017 | 0.92% | 10.75% | 159.1 | - | - | - | 1.07% | 159.4% | 81.7% |
| 10/2017 | 2.2% | 9.74% | 156.4 | - | - | - | 1.07% | 155.2% | 79.7% |
| 09/2017 | 0.85% | 7.38% | 152 | - | - | - | 1.07% | 150.4% | 77.5% |
| 08/2017 | 0.82% | 6.47% | 147.8 | - | - | - | 1.07% | 144.9% | 79.2% |
| 07/2017 | 2.2% | 5.61% | 146.3 | - | - | - | 1.07% | 144.5% | 75.9% |
| 06/2017 | -1.03% | 3.33% | 140.1 | - | - | - | 1.07% | 139.8% | 72% |
| 05/2017 | 1.86% | 4.41% | 139.6 | - | - | - | 1.07% | 140.4% | 71.3% |
| 04/2017 | 1.46% | 2.5% | 136.8 | - | - | - | 1.07% | 133.4% | 68.8% |
| 03/2017 | 0.18% | 1.03% | 134.7 | - | - | - | 1.07% | 133.4% | 68.8% |
| 02/2017 | 1.27% | 0.84% | 134.7 | - | - | - | 1.07% | 130.2% | 65.9% |
| 01/2017 | -0.42% | -0.42% | 134 | - | - | - | 1.07% | 131.2% | 66.8% |
| 12/2016 | 1.78% | 4.1% | 132.6 | - | - | - | 1.12% | 130.7% | 67.6% |
| 11/2016 | 2.44% | 2.28% | 130.8 | - | - | - | 1.12% | 129.1% | 66.9% |
| 10/2016 | -0.7% | -0.15% | 128.5 | - | - | - | 1.12% | 125.7% | 64.8% |
| 09/2016 | -0.71% | 0.55% | 129.4 | - | - | - | 1.12% | 126.9% | 65.7% |
| 08/2016 | 0.56% | 1.27% | 130.5 | - | - | - | 1.12% | 127.9% | 65.4% |
| 07/2016 | 4.66% | 0.71% | 130.2 | - | - | - | 1.12% | 127.2% | 64.9% |
| 06/2016 | -2.44% | -3.78% | 121.8 | - | - | - | 1.12% | 120.8% | 62.1% |
| 05/2016 | 1.55% | -1.37% | 127.1 | - | - | - | 1.12% | 125.1% | 63.8% |
| 04/2016 | 1.41% | -2.88% | 125.4 | - | - | - | 1.12% | 123.3% | 61.3% |
| 03/2016 | 2.17% | -4.23% | 124.2 | - | - | - | 1.12% | 122.6% | 61.8% |
| 02/2016 | -2.11% | -6.26% | 121 | - | - | - | 1.12% | 119.5% | 60.4% |
| 01/2016 | -4.24% | -4.24% | 123.6 | - | - | - | 1.12% | 123.4% | 62.1% |
| 12/2015 | -1.91% | 1.45% | 132 | - | - | - | 1.2% | 128.8% | 58.7% |
| 11/2015 | -0.72% | 3.43% | 134.7 | - | - | - | 1.2% | 131% | 58.8% |
| 10/2015 | 4.77% | 4.18% | 136.3 | - | - | - | 1.2% | 128.3% | 55.8% |
| 09/2015 | -4.56% | -0.57% | 128.3 | - | - | - | 1.2% | 122.5% | 52.7% |
| 08/2015 | -4.36% | 4.19% | 134.3 | - | - | - | 1.2% | 128.1% | 55.4% |
| 07/2015 | 2.72% | 8.94% | 139.3 | - | - | - | 1.2% | 134% | 57.5% |
| 06/2015 | -2.99% | 6.05% | 138.1 | - | - | - | 1.2% | 133.3% | 56.4% |
| 05/2015 | 1.56% | 9.32% | 136.8 | - | - | - | 1.2% | 128% | 49.8% |
| 04/2015 | 0.66% | 7.64% | 127.9 | - | - | - | 1.2% | 119% | 43.5% |
| 03/2015 | 2.69% | 6.93% | 124.2 | - | - | - | 1.2% | 118.5% | 42.8% |
| 02/2015 | 5.27% | 4.13% | 116.6 | - | - | - | 1.2% | 111% | 42.6% |
| 01/2015 | -1.08% | -1.08% | 111.7 | - | - | - | 1.2% | 105.5% | 38.8% |
| 12/2014 | -2.42% | 6.95% | 110.3 | - | - | - | 1.27% | 103.9% | 36.1% |
| 11/2014 | 3.19% | 9.6% | 110.9 | - | - | - | 1.27% | 106.7% | 37% |
| 10/2014 | -1.64% | 6.21% | 107.2 | - | - | - | 1.27% | 101.9% | 34.8% |
| 09/2014 | 2.21% | 7.98% | 105.2 | - | - | - | 1.27% | 101.5% | 32.9% |
| 08/2014 | 2.55% | 5.65% | 100.2 | - | - | - | 1.27% | 97.8% | 32.9% |
| 07/2014 | -0.81% | 3.02% | 95.4 | - | - | - | 1.27% | 91.8% | 27.7% |
| 06/2014 | -0.28% | 3.86% | 95 | - | - | - | 1.27% | 91.7% | 27.9% |
| 05/2014 | 1.1% | 4.15% | 92 | - | - | - | 1.27% | 87.7% | 24% |
| 04/2014 | -1.46% | 3.02% | 89.5 | - | - | - | 1.27% | 85.3% | 21.9% |
| 03/2014 | 2.51% | 4.55% | 89.1 | - | - | - | 1.27% | 83.9% | 20.9% |
| 02/2014 | 3.93% | 1.99% | 84.9 | - | - | - | 1.27% | 81.5% | 20.8% |
| 01/2014 | -1.87% | -1.87% | 80.8 | - | - | - | 1.27% | 77.6% | 19% |
| 12/2013 | -0.29% | 18.93% | 81.6 | - | - | - | 1.31% | 77.2% | 17.8% |
| 11/2013 | 3.34% | 19.28% | 80 | - | - | - | 1.31% | 74% | 16.7% |
| 10/2013 | 2.39% | 15.42% | 74.6 | - | - | - | 1.31% | 68.9% | 15.4% |
| 09/2013 | 4.93% | 12.73% | 71.1 | - | - | - | 1.31% | 67.1% | 14.9% |
| 08/2013 | -0.6% | 7.43% | 66.4 | - | - | - | 1.31% | 62% | 14.5% |
| 07/2013 | 2.51% | 8.08% | 66.2 | - | - | - | 1.31% | 62.1% | 14.4% |
| 06/2013 | -3.44% | 5.44% | 62.8 | - | - | - | 1.31% | 59.4% | 14.2% |
| 05/2013 | 3.29% | 9.19% | 62.2 | - | - | - | 1.31% | 58.8% | 13.8% |
| 04/2013 | -0.63% | 5.71% | 60 | - | - | - | 1.31% | 57.2% | 14.9% |
| 03/2013 | 1.3% | 6.38% | 59.1 | - | - | - | 1.31% | 55.6% | 14.9% |
| 02/2013 | 2.97% | 5.02% | 57.9 | - | - | - | 1.31% | 55.1% | 14.8% |
| 01/2013 | 1.99% | 1.99% | 56.5 | - | - | - | 1.31% | 52.5% | 13.8% |
| 12/2012 | -1.86% | 8.57% | 55.2 | - | - | - | 1.35% | 51% | 12.6% |
| 11/2012 | 2.16% | 10.63% | 55.7 | - | - | - | 1.35% | 52.2% | 12% |
| 10/2012 | 3.65% | 8.29% | 55.4 | - | - | - | 1.35% | 51.4% | 11.9% |
| 09/2012 | 5.06% | 4.47% | 52.6 | - | - | - | 1.35% | 48.8% | 10.7% |
| 08/2012 | 1.77% | -0.56% | 50.2 | - | - | - | 1.35% | 48.2% | 11.8% |
| 07/2012 | 1.82% | -2.29% | 51.4 | - | - | - | 1.35% | 49.7% | 12% |
| 06/2012 | -1.74% | -4.03% | 51.1 | - | - | - | 1.35% | 49.2% | 11.4% |
| 05/2012 | -9.46% | -2.33% | 52.7 | - | - | - | 1.35% | 49.5% | 10.8% |
| 04/2012 | 2.01% | 7.87% | 59 | - | - | - | 1.35% | 55.7% | 11.4% |
| 03/2012 | 3.32% | 5.75% | 57.1 | - | - | - | 1.35% | 53% | 10.6% |
| 02/2012 | -2.06% | 2.35% | 55.5 | - | - | - | 1.35% | 53% | 12.2% |
| 01/2012 | 4.5% | 4.5% | 57.4 | - | - | - | 1.35% | 55.3% | 13.7% |
| 12/2011 | -0.73% | -29.3% | 56.2 | - | - | - | 1.83% | 53% | 5.8% |
| 11/2011 | -6.49% | -28.78% | 55.5 | - | - | - | 1.83% | 52.4% | 0.5% |
| 10/2011 | 8.95% | -23.84% | 58.9 | - | - | - | 1.83% | 53.6% | 0.5% |
| 09/2011 | -7.6% | -30.1% | 53.2 | - | - | - | 1.83% | 51% | 0.4% |
| 08/2011 | -11.8% | -24.35% | 59 | - | - | - | 1.83% | 58.2% | 0.6% |
| 07/2011 | -1.24% | -14.23% | 70.4 | - | - | - | 1.83% | 66.6% | 0.7% |
| 06/2011 | -3.84% | -13.15% | 71.3 | - | - | - | 1.83% | 69.6% | 0.7% |
| 05/2011 | -5.03% | -9.68% | 76.9 | - | - | - | 1.83% | 73.5% | 0.9% |
| 04/2011 | -1.96% | -4.9% | 81.2 | - | - | - | 1.83% | 72.7% | 0.9% |
| 03/2011 | 0.87% | -3% | 80.2 | - | - | - | 1.83% | 77.1% | 1% |
| 02/2011 | -1.53% | -3.83% | 78.7 | - | - | - | 1.83% | 74.9% | 1.1% |
| 01/2011 | -2.34% | -2.34% | 78.1 | - | - | - | 1.83% | 73.6% | 1.2% |
| 12/2010 | 6.19% | 19.98% | 75.1 | - | - | - | 1.57% | 72% | 0.9% |
| 11/2010 | -2.37% | 12.99% | 65.8 | - | - | - | 1.57% | 61.1% | 1% |
| 10/2010 | 5.5% | 15.73% | 66.1 | - | - | - | 1.57% | 63.2% | 1% |
| 09/2010 | 7.52% | 9.7% | 58.6 | - | - | - | 1.57% | 57.3% | 0.4% |
| 08/2010 | 1.56% | 2.02% | 54.6 | - | - | - | 1.57% | 49.9% | 0.6% |
| 07/2010 | 5.93% | 0.46% | 52.3 | - | - | - | 1.57% | 50.2% | 0.5% |
| 06/2010 | -1.21% | -5.17% | 48.8 | - | - | - | 1.57% | 46.6% | 0.5% |
| 05/2010 | -9.5% | -4% | 49.2 | - | - | - | 1.57% | 48.5% | 0.5% |
| 04/2010 | -4.13% | 6.07% | 58.7 | - | - | - | 1.57% | 55.7% | 0.5% |
| 03/2010 | 4.12% | 10.64% | 58.8 | - | - | - | 1.57% | 53.6% | 0.5% |
| 02/2010 | 3.48% | 6.26% | 54.6 | - | - | - | 1.57% | 49.9% | 0.5% |
| 01/2010 | 2.69% | 2.69% | 50.1 | - | - | - | 1.57% | 45.8% | 0.5% |
| 12/2009 | 3.65% | 109.27% | 48.1 | - | - | - | 1.64% | - | - |
| 11/2009 | 3.77% | 101.9% | 45.5 | - | - | - | 1.64% | - | - |
| 10/2009 | 6.15% | 94.56% | 39.9 | - | - | - | 1.64% | - | - |
| 09/2009 | 2.84% | 83.29% | 38.8 | - | - | - | 1.64% | - | - |
| 08/2009 | 0.69% | 78.23% | 36.8 | - | - | - | 1.64% | - | - |
| 07/2009 | 9.01% | 77.01% | 34.2 | - | - | - | 1.64% | - | - |
| 06/2009 | 3.96% | 62.38% | 30.1 | - | - | - | 1.64% | - | - |
| 05/2009 | 11.12% | 56.19% | 26.6 | - | - | - | 1.64% | - | - |
| 04/2009 | 13.27% | 40.56% | 21.7 | - | - | - | 1.64% | - | - |
| 03/2009 | 10.06% | 24.09% | 18.5 | - | - | - | 1.64% | - | - |
| 02/2009 | 2.8% | 12.75% | 16.7 | - | - | - | 1.64% | - | - |
| 01/2009 | 9.68% | 9.68% | 14.8 | - | - | - | 1.64% | - | - |
| 12/2008 | -8.25% | -61.84% | 13.4 | - | - | - | 1.5% | - | - |
| 11/2008 | -13% | -58.41% | 14.3 | - | - | - | 1.5% | - | - |
| 10/2008 | -23.82% | -52.2% | 17.2 | - | - | - | 1.5% | - | - |
| 09/2008 | -14.2% | -37.25% | 23.4 | - | - | - | 1.5% | - | - |
| 08/2008 | -3.88% | -26.87% | 29.7 | - | - | - | 1.5% | - | - |
| 07/2008 | -2.57% | -23.92% | 32 | - | - | - | 1.5% | - | - |
| 06/2008 | -7.55% | -21.91% | 34.3 | - | - | - | 1.5% | - | - |
| 05/2008 | 2.52% | -15.53% | 37.9 | - | - | - | 1.5% | - | - |
| 04/2008 | 4.72% | -17.61% | 36.9 | - | - | - | 1.5% | - | - |
| 03/2008 | -11.31% | -21.32% | 35.5 | - | - | - | 1.5% | - | - |
| 02/2008 | 0.5% | -11.29% | 42.3 | - | - | - | 1.5% | - | - |
| 01/2008 | -11.73% | -11.73% | 43.9 | - | - | - | 1.5% | - | - |
| 12/2007 | -1.76% | 8.26% | 60.4 | - | - | - | 1.49% | - | - |
| 11/2007 | -6.34% | 10.2% | 53.8 | - | - | - | 1.49% | - | - |
| 10/2007 | 4.38% | 17.66% | 67.9 | - | - | - | 1.49% | - | - |
| 09/2007 | 4.79% | 12.72% | 61 | - | - | - | 1.49% | - | - |
| 08/2007 | -6.88% | 7.57% | 50.5 | - | - | - | 1.49% | - | - |
| 07/2007 | -0.96% | 15.52% | 58.8 | - | - | - | 1.49% | - | - |
| 06/2007 | 0.95% | 16.64% | 54.8 | - | - | - | 1.49% | - | - |
| 05/2007 | 4.14% | 15.54% | 51.7 | - | - | - | 1.49% | - | - |
| 04/2007 | 4.51% | 10.95% | 46.3 | - | - | - | 1.49% | - | - |
| 03/2007 | 0.68% | 6.16% | 41.6 | - | - | - | 1.49% | - | - |
| 02/2007 | 1.29% | 5.44% | 42.9 | - | - | - | 1.49% | - | - |
| 01/2007 | 4.1% | 4.1% | 36.7 | - | - | - | 1.49% | - | - |
| 12/2006 | 1.35% | 17.6% | 27.7 | - | - | - | 0.79% | - | - |
| 11/2006 | 3.12% | 16.03% | 24 | - | - | - | 0.79% | - | - |
| 10/2006 | 5.12% | 12.52% | 16.8 | - | - | - | 0.79% | - | - |
| 09/2006 | 2.43% | 7.04% | 12.2 | - | - | - | 0.79% | - | - |
| 08/2006 | 2.52% | 4.5% | 11.8 | - | - | - | 0.79% | - | - |
| 07/2006 | 1.07% | 1.93% | 9.8 | - | - | - | 0.79% | - | - |
| 06/2006 | -7.26% | 0.85% | 9.9 | - | - | - | 0.79% | - | - |
| 05/2006 | -2.09% | 8.75% | 10.5 | - | - | - | 0.79% | - | - |
| 04/2006 | 6.27% | 11.07% | 7.9 | - | - | - | 0.79% | - | - |
| 03/2006 | 2.16% | 4.51% | 6.8 | - | - | - | 0.79% | - | - |
| 02/2006 | -2.4% | 2.3% | 5.9 | - | - | - | 0.79% | - | - |
| 01/2006 | 4.82% | 4.82% | 6 | - | - | - | 0.79% | - | - |
| 12/2005 | 2.48% | 28.29% | 4.6 | - | - | - | 0.02% | - | - |
| 11/2005 | 3.43% | 25.19% | 2.9 | - | - | - | 0.02% | - | - |
| 10/2005 | 1.55% | 21.04% | 2.2 | - | - | - | 0.02% | - | - |
| 09/2005 | 4.11% | 19.19% | 2.2 | - | - | - | 0.02% | - | - |
| 08/2005 | 3.19% | 14.48% | 1.9 | - | - | - | 0.02% | - | - |
| 07/2005 | 2.91% | 10.94% | 1.8 | - | - | - | 0.02% | - | - |
| 06/2005 | -4.38% | 7.81% | 1.6 | - | - | - | 0.02% | - | - |
| 05/2005 | 1.07% | 12.75% | 1.7 | - | - | - | 0.02% | - | - |
| 04/2005 | 2.43% | 11.55% | 1.6 | - | - | - | 0.02% | - | - |
| 03/2005 | -1.09% | 8.91% | 1.7 | - | - | - | 0.02% | - | - |
| 02/2005 | 4.03% | 10.11% | 1.5 | - | - | - | 0.02% | - | - |
| 01/2005 | 5.84% | 5.84% | 0.1 | - | - | - | 0.02% | - | - |
| 12/2004 | 7.31% | - | 0.1 | - | - | - | - | - | - |
| 11/2004 | 3.48% | - | 0.1 | - | - | - | - | - | - |
| 10/2004 | -0.28% | - | 0.1 | - | - | - | - | - | - |
| 09/2004 | 0% | - | 0 | - | - | - | - | - | - |
| 08/2004 | -1.3% | - | 0 | - | - | - | - | - | - |
| 07/2004 | -0.58% | - | 0 | - | - | - | - | - | - |
| 06/2004 | 2.83% | - | 0 | - | - | - | - | - | - |
| 05/2004 | 0.01% | - | 0 | - | - | - | - | - | - |
| 04/2004 | 3.08% | - | 0 | - | - | - | - | - | - |
| 03/2004 | 2.06% | - | - | - | - | - | - | - | - |
| 02/2004 | 3.93% | - | - | - | - | - | - | - | - |
| 01/2004 | 8.11% | - | - | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של מנורה מבטחים ביטוח בע"מ מניות?
ב-07/2026: -0.82% לחודש, 8.87% מתחילת השנה, 68.5% ל-3 שנים ו-75.93% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במנורה מבטחים ביטוח בע"מ מניות?
0.71% לשנה מהצבירה בממוצע ו-1.83% מההפקדות. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מנורה מבטחים ביטוח בע"מ 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.
בעל רישיון בלבדללא עלות וללא התחייבותהפרטים נמחקים בתוך 90 יום
מקור הנתונים ורישיון
מקור הנתונים: נתוני הביטוח נט לשנת 1999-2022, רשות שוק ההון, ביטוח וחיסכון, data.gov.il, רישיון data.gov.il (רישיון הפורטל). נמשך ב-2026-09-12 · נתוני הביטוח נט לשנת 2023, רשות שוק ההון, ביטוח וחיסכון, data.gov.il, רישיון data.gov.il (רישיון הפורטל). נמשך ב-2026-09-12 · נתוני הביטוח נט לשנים 2024-היום, רשות שוק ההון, ביטוח וחיסכון, data.gov.il, רישיון data.gov.il (רישיון הפורטל). 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.