מנורה מבטחים פנסיה - כללי: תשואה, דמי ניהול וסיכון
מנורה מבטחים פנסיה - כללי מנוהלת על ידי מנורה מבטחים פנסיה וגמל בע"מ (בשליטת מנורה מבטחים החזקות בע"מ), בסיווג קרנות חדשות, פעילה מ-2011; 177 חודשי דיווח מ-11/2011 עד 07/2026.
עובדות מחושבות
- נכסים מנוהלים ב-07/2026: 111,065 מיליון ש"ח, מקום 1 מתוך 154 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 58.05%, מקום 21 מתוך 86 בקטגוריה; ל-3 שנים: 41.95% (מקום 32 מתוך 123).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 15,806 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 22,586 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.15% לשנה (מקום 76 מתוך 152 בקטגוריה, מהנמוך לגבוה), מההפקדות: 1.73%. על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-2,958 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -10.8% בין 01/2020 ל-03/2020.
- סטיית תקן: 5.37; מדד שארפ: 1.35 (מקום 34 מתוך 86); חשיפה למניות 57,772.5%, לחו"ל 43,653.5%, למט"ח 19,207%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 11.88% | 11.01% | 7.02% | 3.65% | 4.44% | 7.95% | 1.65% | 11.37% | 4.19% | 16.49% | -3.2% | 9.36% | 13.61% | 16.63% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2025.
דירוג בקטגוריה קרנות חדשות (07/2026)
דירוג לפי הנתון בלבד, מתוך 154 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 111,065 | 1 / 154 |
| דמי ניהול מצבירה (נמוך = 1) | 0.15% | 76 / 152 |
| תשואה מתחילת השנה | 6.08% | 54 / 150 |
| תשואה 3 שנים | 41.95% | 32 / 123 |
| תשואה 5 שנים | 58.05% | 21 / 86 |
| מדד שארפ | 1.35 | 34 / 86 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- מגדל מקפת אישית כללי 69,404 מ' ש"ח
- מנורה מבטחים פנסיה - מסלול לבני 50 ומטה 67,483 מ' ש"ח
- הפניקס פנסיה מקיפה - מסלול לבני 50 ומטה 60,014 מ' ש"ח
- כלל פנסיה כללי 56,699 מ' ש"ח
- הראל פנסיה - גילעד כללי 49,186 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.04% | 6.08% | 111,065.2 | 411.8 | 396.1 | -690.4 | 0.15% | 57,772.5% | 43,653.5% |
| 06/2026 | -0.96% | 6.12% | 111,386.1 | 418.5 | 373.4 | -897.7 | 0.15% | 57,283.9% | 43,647.4% |
| 05/2026 | 2.29% | 7.15% | 113,330 | 381.6 | 456.3 | -708.6 | 0.15% | 57,531.3% | 41,888.8% |
| 04/2026 | 3.97% | 4.75% | 111,566.2 | 395.2 | 362.4 | -387.4 | 0.15% | 57,010.7% | 41,665.9% |
| 03/2026 | -2.41% | 0.75% | 107,635.5 | 385.7 | 438.5 | -1,309.4 | 0.15% | 54,865.5% | 41,531.5% |
| 02/2026 | 0.73% | 3.24% | 111,662.4 | 407.8 | 544.5 | -697.8 | 0.15% | 57,641.2% | 43,393.5% |
| 01/2026 | 2.49% | 2.49% | 111,651 | 249.9 | 421.9 | -628.4 | 0.15% | 57,329.6% | 43,204.3% |
| 12/2025 | 1.11% | 16.63% | 109,739.9 | 573.4 | 429.2 | -1,118.2 | 0.15% | 55,926.8% | 43,715.8% |
| 11/2025 | 1.58% | 15.35% | 109,550.4 | 443.4 | 489.7 | -866.5 | 0.15% | 55,556.6% | 43,401.2% |
| 10/2025 | 1.16% | 13.56% | 108,708.5 | 360.1 | 429 | -696.5 | 0.15% | 54,284.6% | 43,003.5% |
| 09/2025 | 2.56% | 12.26% | 108,259.3 | 460.1 | 552.6 | -492.2 | 0.15% | 53,683.8% | 42,824.4% |
| 08/2025 | 1.09% | 9.46% | 106,133.4 | 413.3 | 353.8 | -624.8 | 0.15% | 52,443.6% | 42,408.5% |
| 07/2025 | 1.1% | 8.28% | 105,536.7 | 453.7 | 361.4 | -949.3 | 0.15% | 51,842.2% | 41,982.3% |
| 06/2025 | 3.05% | 7.1% | 105,225.9 | 444.8 | 314.3 | -603.4 | 0.15% | 51,679.8% | 41,890.4% |
| 05/2025 | 2.79% | 3.93% | 102,576.2 | 373 | 444.3 | -623.4 | 0.15% | 50,469.7% | 43,750.5% |
| 04/2025 | 0.95% | 1.11% | 100,459.7 | 454.6 | 337.4 | -651.6 | 0.15% | 48,995.9% | 45,036.7% |
| 03/2025 | -0.98% | 0.15% | 100,016 | 391.2 | 422.4 | -1,130 | 0.15% | 47,850.8% | 43,421.3% |
| 02/2025 | -0.27% | 1.15% | 102,538.3 | 444.2 | 272.5 | -724.9 | 0.15% | 48,256.4% | 42,043% |
| 01/2025 | 1.42% | 1.42% | 102,861.7 | 301.7 | 399.6 | -943.7 | 0.15% | 49,866.9% | 43,007.8% |
| 12/2024 | 0.83% | 13.61% | 102,532.9 | 593.2 | 366.6 | -1,315.1 | 0.16% | 49,020.1% | 43,216% |
| 11/2024 | 1.75% | 12.68% | 102,997.9 | 441.4 | 439.8 | -996.6 | 0.16% | 49,367.6% | 43,971.5% |
| 10/2024 | 0.39% | 10.74% | 101,985.9 | 466.7 | 360.1 | -623.3 | 0.16% | 48,672.2% | 44,834.5% |
| 09/2024 | 1.96% | 10.31% | 102,084 | 474.2 | 327.2 | -995.3 | 0.16% | 49,326.9% | 45,263.5% |
| 08/2024 | 0.82% | 8.19% | 101,163.4 | 457.8 | 422.2 | -572.1 | 0.16% | 48,314.1% | 46,545.8% |
| 07/2024 | 1.17% | 7.31% | 100,662.4 | 542.6 | 333.8 | -1,206.3 | 0.16% | 47,850.8% | 46,120.5% |
| 06/2024 | 0.72% | 6.07% | 100,487.5 | 451.4 | 282.8 | -568.3 | 0.16% | 47,379% | 45,939.3% |
| 05/2024 | 1.43% | 5.31% | 100,325.4 | 475.2 | 383.6 | -1,067.1 | 0.16% | 47,398.2% | 45,012.7% |
| 04/2024 | -0.91% | 3.83% | 99,835 | 460.9 | 294.3 | -505.5 | 0.16% | 46,291.4% | 44,028.2% |
| 03/2024 | 2.38% | 4.78% | 100,964.2 | 456.1 | 456 | -853.3 | 0.16% | 47,989.4% | 44,632.1% |
| 02/2024 | 2.18% | 2.34% | 99,438 | 472.8 | 308.1 | -553.2 | 0.16% | 45,805.5% | 42,927.7% |
| 01/2024 | 0.16% | 0.16% | 97,710.1 | 313.3 | 337 | -686.7 | 0.16% | 44,061.3% | 42,899.6% |
| 12/2023 | 1.77% | 9.36% | 98,235.3 | 614.6 | 335.6 | -515.6 | 0.16% | 44,644.7% | 43,539.7% |
| 11/2023 | 2.38% | 7.46% | 96,760.3 | 491.6 | 377.3 | -419.2 | 0.16% | 43,570.6% | 44,811.4% |
| 10/2023 | -2.33% | 4.96% | 94,788.7 | 447.6 | 335.8 | -627 | 0.16% | 41,296.6% | 43,190% |
| 09/2023 | -0.43% | 7.46% | 97,346.1 | 519.7 | 309.9 | -334.5 | 0.16% | 43,227.6% | 44,043.8% |
| 08/2023 | -0.34% | 7.93% | 98,116.3 | 475.6 | 364.8 | -828.6 | 0.16% | 44,412.8% | 43,444.9% |
| 07/2023 | 2.77% | 8.29% | 99,169.6 | 535.8 | 340.6 | -601.3 | 0.16% | 45,880.1% | 43,841.2% |
| 06/2023 | 1.86% | 5.37% | 97,203.2 | 507.7 | 307.3 | -379 | 0.16% | 43,737.7% | 43,568.2% |
| 05/2023 | 0.69% | 3.45% | 95,285.5 | 521.2 | 392.8 | -669.7 | 0.16% | 42,083.3% | 41,851.2% |
| 04/2023 | 1.68% | 2.74% | 95,155.2 | 446.5 | 277.9 | -206.4 | 0.16% | 41,658.8% | 41,124.5% |
| 03/2023 | 0.05% | 1.04% | 94,075.5 | 444.3 | 437.3 | -479.7 | 0.16% | 40,902.2% | 41,827.5% |
| 02/2023 | -0.88% | 0.99% | 94,028.2 | 522.7 | 317.8 | -308.5 | 0.16% | 40,293.3% | 39,232% |
| 01/2023 | 1.89% | 1.89% | 94,976 | 345.5 | 356.9 | -534.4 | 0.16% | 40,581.2% | 39,156.5% |
| 12/2022 | -1.27% | -3.2% | 93,594.1 | 655 | 321.8 | -348.4 | 0.17% | 39,421.8% | 38,282.5% |
| 11/2022 | 1.3% | -1.95% | 94,969.7 | 458.3 | 346.6 | -459.9 | 0.17% | 41,935.3% | 39,155.2% |
| 10/2022 | 2.18% | -3.21% | 94,098.4 | 447.7 | 331.3 | -327.7 | 0.17% | 40,699.3% | 36,995% |
| 09/2022 | -3.69% | -5.27% | 92,186.4 | 495 | 308.7 | -259.2 | 0.17% | 39,239.5% | 36,516% |
| 08/2022 | -0.41% | -1.64% | 95,898.4 | 493.7 | 447.5 | -533.3 | 0.17% | 41,647.3% | 36,952.5% |
| 07/2022 | 2.88% | -1.24% | 96,771.1 | 578.2 | 341 | -440 | 0.17% | 42,540.4% | 38,941% |
| 06/2022 | -1.83% | -4% | 94,248.8 | 457.9 | 329.6 | -320.5 | 0.17% | 41,031.8% | 38,552.5% |
| 05/2022 | -1.94% | -2.21% | 96,177.4 | 489.9 | 356.2 | -467.9 | 0.17% | 42,892.1% | 39,962.8% |
| 04/2022 | -0.62% | -0.28% | 97,910.6 | 489.9 | 312.3 | -360 | 0.17% | 43,940.8% | 39,205.5% |
| 03/2022 | 1.14% | 0.34% | 99,224.2 | 493.5 | 651.4 | -661.6 | 0.17% | 45,301.8% | 41,439.9% |
| 02/2022 | -0.1% | -0.79% | 98,902.5 | 473 | 343.1 | -450.9 | 0.17% | 44,774.6% | 41,479% |
| 01/2022 | -0.69% | -0.69% | 99,330 | 338.9 | 314 | -647.9 | 0.17% | 45,415.5% | 41,430.1% |
| 12/2021 | 2.15% | 16.49% | 100,575.7 | 656.6 | 310.5 | -668 | 0.19% | 45,209.1% | 37,399.8% |
| 11/2021 | 0.21% | 14.04% | 98,835.3 | 514.4 | 362.8 | -539.4 | 0.19% | 44,042% | 42,245.4% |
| 10/2021 | 2.25% | 13.8% | 99,010.1 | 455.6 | 334.2 | -766.3 | 0.19% | 44,257.6% | 42,305% |
| 09/2021 | -0.06% | 11.3% | 97,455.4 | 554.8 | 255.3 | -247.7 | 0.19% | 42,824% | 37,625.5% |
| 08/2021 | 1.54% | 11.37% | 97,463.6 | 567.1 | 350.3 | -630 | 0.19% | 42,878.8% | 42,561.1% |
| 07/2021 | 0.35% | 9.68% | 96,101.8 | 585.6 | 289.3 | -422.7 | 0.19% | 41,916.7% | 42,057% |
| 06/2021 | 0.98% | 9.29% | 96,167.1 | 497.7 | 311.6 | -411.4 | 0.19% | 42,107.1% | 38,180.8% |
| 05/2021 | 1.42% | 8.23% | 95,453.7 | 570.6 | 336 | -465.6 | 0.19% | 41,654.8% | 41,855.1% |
| 04/2021 | 2.22% | 6.72% | 94,075.4 | 419.2 | 266.3 | -427.2 | 0.19% | 40,877% | 41,080.6% |
| 03/2021 | 2.08% | 4.4% | 92,592.3 | 503.9 | 493.8 | -553.8 | 0.19% | 40,238.9% | 37,909% |
| 02/2021 | 1.08% | 2.27% | 91,199 | 447.3 | 245.9 | -579.9 | 0.19% | 39,215.1% | 41,706.1% |
| 01/2021 | 1.18% | 1.18% | 90,586 | 423.1 | 350.7 | -534.7 | 0.19% | 37,956% | 40,436.2% |
| 12/2020 | 1.86% | 4.19% | 89,988 | 631.3 | 312.8 | -665.4 | 0.19% | 36,610.4% | 35,961.3% |
| 11/2020 | 4.89% | 2.28% | 88,715.1 | 467.1 | 357.4 | -333.4 | 0.19% | 35,056.9% | 39,568.1% |
| 10/2020 | 0.55% | -2.48% | 84,593.3 | 516.5 | 256.6 | -388.7 | 0.19% | 32,146% | 37,243.5% |
| 09/2020 | -1.07% | -3.02% | 84,425.2 | 640.1 | 269.6 | -181.1 | 0.19% | 32,143.5% | 32,123.3% |
| 08/2020 | 2.34% | -1.97% | 85,143.8 | 459.1 | 224.4 | -369.4 | 0.19% | 32,401% | 37,675.9% |
| 07/2020 | 2.15% | -4.21% | 83,273.1 | 605.8 | 372.8 | -295.2 | 0.19% | 31,000.6% | 36,080.4% |
| 06/2020 | -0.54% | -6.23% | 81,633.5 | 503.1 | 166 | -255.9 | 0.19% | 30,023.6% | 31,694.4% |
| 05/2020 | 1.04% | -5.72% | 81,992 | 514 | 621.1 | -289.5 | 0.19% | 30,211.1% | 34,345.5% |
| 04/2020 | 4.41% | -6.69% | 81,531.3 | 538.6 | 231.5 | -161.5 | 0.19% | 29,592% | 32,927.8% |
| 03/2020 | -8.36% | -10.63% | 77,953.4 | 571.8 | 459.6 | -502.6 | 0.19% | 27,450.6% | 29,029.4% |
| 02/2020 | -2.68% | -2.48% | 85,558.4 | 573.5 | 289.3 | -244 | 0.19% | 32,099.6% | 32,092.8% |
| 01/2020 | 0.21% | 0.21% | 87,508.2 | 385.4 | 213.6 | -358.4 | 0.19% | 33,203.4% | 33,285.5% |
| 12/2019 | 0.92% | 11.37% | 87,800.4 | 741 | 413.4 | -189 | 0.21% | 33,006.9% | 31,293.1% |
| 11/2019 | 0.96% | 10.35% | 86,806.9 | 552.7 | 313.8 | -353.5 | 0.21% | 32,196% | 32,816.5% |
| 10/2019 | 1.17% | 9.3% | 86,149.1 | 518.4 | 292.7 | -232.4 | 0.21% | 31,700.2% | 32,571.2% |
| 09/2019 | 1.3% | 8.04% | 84,829.1 | 608.2 | 275.8 | -268.8 | 0.21% | 30,480.8% | 29,151.1% |
| 08/2019 | -0.57% | 6.65% | 84,148.1 | 568 | 336.1 | -249.1 | 0.21% | 29,130.9% | 30,230.1% |
| 07/2019 | 0.2% | 7.26% | 84,483.1 | 705.2 | 286.6 | -274.2 | 0.21% | 29,959.4% | 31,244% |
| 06/2019 | 1.92% | 7.05% | 84,171.4 | 627.8 | 294.8 | -345.5 | 0.21% | 30,034.4% | 30,368.9% |
| 05/2019 | -0.61% | 5.03% | 82,544.5 | 521.8 | 466.3 | -126 | 0.21% | 28,715.7% | 30,664.1% |
| 04/2019 | 1.75% | 5.68% | 83,177.9 | 579.3 | 394.9 | -276.3 | 0.21% | 29,921.4% | 31,801.4% |
| 03/2019 | 0.6% | 3.86% | 81,842.1 | 566.2 | 339.7 | -366.4 | 0.21% | 28,935.9% | 29,284.4% |
| 02/2019 | 0.97% | 3.24% | 81,485.6 | 611.5 | 285.6 | -219.7 | 0.21% | 28,237.2% | 30,552.1% |
| 01/2019 | 2.25% | 2.25% | 80,612.6 | 408.4 | 296.2 | -243.8 | 0.21% | 28,170.3% | 30,294.6% |
| 12/2018 | -2.59% | 1.65% | 78,957.9 | 724.2 | 324.9 | -260.7 | 0.22% | 27,054.9% | 29,143.9% |
| 11/2018 | 0.89% | 4.35% | 80,906 | 586.2 | 309.7 | -312.8 | 0.22% | 28,722.9% | 30,209% |
| 10/2018 | -1.47% | 3.43% | 80,259.6 | 451 | 295 | -231.9 | 0.22% | 27,696.6% | 29,263% |
| 09/2018 | 0.13% | 4.97% | 81,728 | 693.8 | 237.2 | -145.4 | 0.22% | 29,779.6% | 30,705.4% |
| 08/2018 | 1.17% | 4.83% | 81,106.6 | 644.2 | 369.7 | -266.5 | 0.22% | 29,853.6% | 30,647.2% |
| 07/2018 | 1.46% | 3.62% | 80,139.2 | 683.8 | 291.9 | -92.8 | 0.22% | 28,814.6% | 30,330.1% |
| 06/2018 | 0.07% | 2.13% | 78,771.5 | 609.7 | 284.1 | -271.8 | 0.22% | 27,722.3% | 28,999.9% |
| 05/2018 | 0.38% | 2.06% | 78,572.9 | 592.8 | 289.3 | -572.5 | 0.22% | 28,046.6% | 28,587.6% |
| 04/2018 | 1.06% | 1.67% | 78,536.4 | 580.5 | 248.3 | -193.9 | 0.22% | 27,868.2% | 28,263.9% |
| 03/2018 | -0.31% | 0.61% | 77,574.7 | 585.8 | 398.9 | -234.4 | 0.22% | 26,611% | 27,205.9% |
| 02/2018 | -0.68% | 0.92% | 77,850.3 | 628.7 | 370.5 | -217.7 | 0.22% | 27,736.6% | 27,633.6% |
| 01/2018 | 1.61% | 1.61% | 78,222.3 | 504.3 | 320.8 | -246.8 | 0.22% | 27,791.3% | 26,804.5% |
| 12/2017 | 0.78% | 7.95% | 77,027.2 | 717.5 | 325.7 | 413.7 | 0.24% | 26,731% | 24,687.7% |
| 11/2017 | 0.69% | 7.12% | 76,287.4 | 600.8 | 270.4 | -242.7 | 0.24% | 26,636.5% | 26,004.3% |
| 10/2017 | 1.03% | 6.38% | 75,047.3 | 617.2 | 275.4 | -201.1 | 0.24% | 26,619.7% | 25,868% |
| 09/2017 | 0.72% | 5.3% | 74,109.2 | 648.5 | 347.8 | -148.1 | 0.24% | 25,912.6% | 23,697.4% |
| 08/2017 | 0.58% | 4.54% | 73,361.2 | 517.2 | 290.6 | -579.8 | 0.24% | 25,222.4% | 25,549.7% |
| 07/2017 | 0.93% | 3.94% | 73,371.6 | 693 | 276.8 | 5.3 | 0.24% | 26,010.4% | 25,598% |
| 06/2017 | 0.14% | 2.98% | 72,255 | 655.1 | 306.5 | -390.1 | 0.24% | 25,465.6% | 23,809.7% |
| 05/2017 | 0.68% | 2.84% | 72,178.1 | 601 | 303 | -182.9 | 0.24% | 25,662.9% | 25,018.8% |
| 04/2017 | 0.87% | 2.15% | 71,625.4 | 623 | 367.4 | -58.3 | 0.24% | 25,299.4% | 25,065% |
| 03/2017 | 0.57% | 1.26% | 70,752.5 | 637.5 | 246.2 | -239.8 | 0.24% | 24,716.7% | 24,738.8% |
| 02/2017 | 0.58% | 0.69% | 70,242.1 | 627.4 | 242.2 | -136.8 | 0.24% | 24,511.4% | 24,962.4% |
| 01/2017 | 0.11% | 0.11% | 69,593.7 | 513.9 | 297.6 | -248.4 | 0.24% | 24,194.4% | 25,412.9% |
| 12/2016 | 1.07% | 4.44% | 69,533.4 | 742.9 | 297.9 | -251.4 | 0.25% | 23,957.9% | 25,499.7% |
| 11/2016 | 1.1% | 3.33% | 68,635 | 552.1 | 288.4 | -281.6 | 0.25% | 23,924.8% | 25,466.2% |
| 10/2016 | 0.18% | 2.21% | 67,849.4 | 621.5 | 224.3 | -168.2 | 0.25% | 22,759.3% | 24,334% |
| 09/2016 | -0.33% | 2.02% | 67,516.4 | 686.3 | 275.7 | -381.2 | 0.25% | 22,725.5% | 24,293.8% |
| 08/2016 | 0.3% | 2.36% | 67,713.2 | 611.5 | 369.1 | 4.6 | 0.25% | 22,621.1% | 24,171.1% |
| 07/2016 | 2.04% | 2.06% | 67,254.1 | 638.1 | 167.9 | -103 | 0.25% | 23,087.2% | 25,126.8% |
| 06/2016 | -0.54% | 0.02% | 65,556.8 | 697.6 | 246.2 | -89.1 | 0.25% | 21,921.1% | 24,354.1% |
| 05/2016 | 1.11% | 0.56% | 65,530.8 | - | - | - | 0.25% | - | - |
| 04/2016 | 0.67% | -0.55% | 64,619.1 | - | - | - | 0.25% | - | - |
| 03/2016 | 1.24% | -1.21% | 63,936.6 | - | - | - | 0.25% | - | - |
| 02/2016 | -0.72% | -2.42% | 62,830.8 | - | - | - | 0.25% | - | - |
| 01/2016 | -1.71% | -1.71% | 62,863 | - | - | - | 0.25% | - | - |
| 12/2015 | -0.66% | 3.65% | 63,636.1 | - | - | - | 0.28% | - | - |
| 11/2015 | 0.13% | 4.34% | 63,614.2 | - | - | - | 0.28% | - | - |
| 10/2015 | 2.29% | 4.21% | 63,117.8 | - | - | - | 0.28% | - | - |
| 09/2015 | -1.63% | 1.87% | 61,409.9 | - | - | - | 0.28% | - | - |
| 08/2015 | -1.43% | 3.56% | 61,809.7 | - | - | - | 0.28% | - | - |
| 07/2015 | 1.58% | 5.06% | 62,383.2 | - | - | - | 0.28% | - | - |
| 06/2015 | -1.67% | 3.43% | 60,952.5 | - | - | - | 0.28% | - | - |
| 05/2015 | 0.85% | 5.19% | 61,667.4 | - | - | - | 0.28% | - | - |
| 04/2015 | 0.61% | 4.3% | 60,815.4 | - | - | - | 0.28% | - | - |
| 03/2015 | 0.52% | 3.67% | 60,000.8 | - | - | - | 0.28% | - | - |
| 02/2015 | 2.71% | 3.13% | 59,400.2 | - | - | - | 0.28% | - | - |
| 01/2015 | 0.41% | 0.41% | 57,510.4 | - | - | - | 0.28% | - | - |
| 12/2014 | -1.17% | 7.02% | 57,046.3 | - | - | - | 0.29% | - | - |
| 11/2014 | 1.14% | 8.29% | 57,357.1 | - | - | - | 0.29% | - | - |
| 10/2014 | 0.36% | 7.07% | 56,426.8 | - | - | - | 0.29% | - | - |
| 09/2014 | 0.69% | 6.68% | 55,820.8 | - | - | - | 0.29% | - | - |
| 08/2014 | 2.04% | 5.95% | 55,111.5 | - | - | - | 0.29% | - | - |
| 07/2014 | -0.06% | 3.83% | 53,734.9 | - | - | - | 0.29% | - | - |
| 06/2014 | 0.13% | 3.89% | 53,290.5 | - | - | - | 0.29% | - | - |
| 05/2014 | 1.33% | 3.76% | 52,999.6 | - | - | - | 0.29% | - | - |
| 04/2014 | 0.07% | 2.4% | 52,342.3 | - | - | - | 0.29% | - | - |
| 03/2014 | 1.11% | 2.33% | 51,797.2 | - | - | - | 0.29% | - | - |
| 02/2014 | 1.63% | 1.2% | 50,919.4 | - | - | - | 0.29% | - | - |
| 01/2014 | -0.42% | -0.42% | 49,715.9 | - | - | - | 0.29% | - | - |
| 12/2013 | 0% | 10.69% | 49,786.2 | - | - | - | 0.31% | - | - |
| 11/2013 | 1.41% | 10.74% | 49,484.4 | - | - | - | 0.31% | - | - |
| 10/2013 | 1.25% | 9.18% | 48,513.8 | - | - | - | 0.31% | - | - |
| 09/2013 | 2.13% | 7.74% | 47,607.7 | - | - | - | 0.31% | - | - |
| 08/2013 | -0.4% | 5.49% | 46,261 | - | - | - | 0.31% | - | - |
| 07/2013 | 1.76% | 5.92% | 46,112.4 | - | - | - | 0.31% | - | - |
| 06/2013 | -1.19% | 4.09% | 44,935.5 | - | - | - | 0.31% | - | - |
| 05/2013 | 1.57% | 5.39% | 45,143.4 | - | - | - | 0.31% | - | - |
| 04/2013 | 1.1% | 3.8% | 44,202.2 | - | - | - | 0.31% | - | - |
| 03/2013 | 0.84% | 2.74% | 43,424.2 | - | - | - | 0.31% | - | - |
| 02/2013 | 0.81% | 1.98% | 42,874.8 | - | - | - | 0.31% | - | - |
| 01/2013 | 1.26% | 1.13% | 42,257.3 | - | - | - | 0.31% | - | - |
| 12/2012 | 0.45% | 11.33% | 41,534.2 | - | - | - | 0.33% | - | - |
| 11/2012 | 0.98% | 10.88% | 41,028.8 | - | - | - | 0.33% | - | - |
| 10/2012 | 1.7% | 9.84% | 40,417.6 | - | - | - | 0.33% | - | - |
| 09/2012 | 2.13% | 8.07% | 39,444.5 | - | - | - | 0.33% | - | - |
| 08/2012 | 0.85% | 5.89% | 38,331.9 | - | - | - | 0.33% | - | - |
| 07/2012 | 1.54% | 5.03% | 37,718.5 | - | - | - | 0.33% | - | - |
| 06/2012 | 0.46% | 3.49% | 36,821.2 | - | - | - | 0.33% | - | - |
| 05/2012 | -2.03% | 3.04% | 36,360.3 | - | - | - | 0.33% | - | - |
| 04/2012 | 0.81% | 5.21% | 36,880.5 | - | - | - | 0.33% | - | - |
| 03/2012 | 1.1% | 4.37% | 36,332.6 | - | - | - | 0.33% | - | - |
| 02/2012 | 0.95% | 3.28% | 35,638.7 | - | - | - | 0.33% | - | - |
| 01/2012 | 2.41% | 2.34% | 35,057.5 | - | - | - | 0.33% | - | - |
| 12/2011 | 0.81% | -1.39% | 34,045.5 | - | - | - | - | - | - |
| 11/2011 | -1.46% | -2.08% | 33,534.8 | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של מנורה מבטחים פנסיה - כללי?
ב-07/2026: -0.04% לחודש, 6.08% מתחילת השנה, 41.95% ל-3 שנים ו-58.05% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במנורה מבטחים פנסיה - כללי?
0.15% לשנה מהצבירה בממוצע ו-1.73% מההפקדות. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מנורה מבטחים פנסיה - 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.
מקור הנתונים: נתוני הפנסיה נט לשנת 1999-2022, רשות שוק ההון, ביטוח וחיסכון, data.gov.il, רישיון רישיון פתוח (data.gov.il). נמשך ב-2026-09-12 · נתוני הפנסיה נט לשנת 2023, רשות שוק ההון, ביטוח וחיסכון, data.gov.il, רישיון רישיון פתוח (data.gov.il). נמשך ב-2026-09-12 · נתוני הפנסיה 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.
