מיטב גמל לבני 50 עד 60: תשואה, דמי ניהול וסיכון
מיטב גמל לבני 50 עד 60 מנוהלת על ידי מיטב גמל ופנסיה בע"מ, בסיווג תגמולים ואישית לפיצויים, פעילה מ-1970; 258 חודשי דיווח מ-01/1999 עד 07/2026.
תשואה 07/2026
-0.48%
מתחילת השנה
5.13%
3 שנים מצטבר
40.25%
5 שנים מצטבר
47.58%
דמי ניהול מצבירה
0.53%
לשנה
נכסים
24,824
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: 24,824 מיליון ש"ח, מקום 1 מתוך 250 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 47.58%, מקום 54 מתוך 165 בקטגוריה; ל-3 שנים: 40.25% (מקום 62 מתוך 192).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,758 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 20,581 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.53% לשנה (מקום 126 מתוך 239 בקטגוריה, מהנמוך לגבוה), מההפקדות: 0.05%. על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-10,083 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -10.9% בין 01/2020 ל-03/2020.
- סטיית תקן: 5.92; מדד שארפ: 1.07 (מקום 17 מתוך 165); חשיפה למניות 11,865.9%, לחו"ל 11,696.4%, למט"ח 4,756.4%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 1999 | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 15.14% | 4.03% | 7.03% | 0.81% | 15.33% | 8.62% | 12.89% | 7.18% | 5.78% | 1.91% | 3.55% | 7.2% | -1.1% | 11.7% | 5.81% | 15.9% | -8.08% | 10.42% | 13.52% | 15.27% |
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) | 24,824 | 1 / 250 |
| דמי ניהול מצבירה (נמוך = 1) | 0.53% | 126 / 239 |
| תשואה מתחילת השנה | 5.13% | 104 / 238 |
| תשואה 3 שנים | 40.25% | 62 / 192 |
| תשואה 5 שנים | 47.58% | 54 / 165 |
| מדד שארפ | 1.07 | 17 / 165 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- אלטשולר שחם גמל לבני 50 עד 60 24,309 מ' ש"ח
- אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - לבני 50 עד 60 17,326 מ' ש"ח
- מיטב גמל לבני 60 ומעלה 16,708 מ' ש"ח
- הראל גמל מסלול לגילאי 60 ומעלה 13,272 מ' ש"ח
- ילין לפידות קופת גמל מסלול לבני 50 עד 60 12,141 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.48% | 5.13% | 24,824.1 | 65.3 | 33.6 | 277.8 | 0.53% | 11,865.9% | 11,696.4% |
| 06/2026 | -0.46% | 5.63% | 24,645.8 | 57.9 | 51.3 | 411.2 | 0.53% | 11,686.6% | 11,261.7% |
| 05/2026 | 1.82% | 6.12% | 24,350.9 | 82.7 | 38.6 | 425.7 | 0.53% | 11,444% | 10,562.4% |
| 04/2026 | 3.95% | 4.23% | 23,463.4 | 50.2 | 28.9 | 423.8 | 0.53% | 10,896.6% | 10,572.5% |
| 03/2026 | -2.49% | 0.26% | 22,153 | 77.5 | 36.4 | 456.7 | 0.53% | 10,110.5% | 10,126.6% |
| 02/2026 | 0.73% | 2.83% | 22,224 | 61.6 | 44.9 | 515.4 | 0.53% | 10,197.8% | 10,201.3% |
| 01/2026 | 2.08% | 2.08% | 21,546.4 | 67.4 | 38.6 | 385.3 | 0.53% | 9,902.5% | 9,277.1% |
| 12/2025 | 1.19% | 15.27% | 20,711.8 | 103.3 | 40.9 | 390.3 | 0.5% | 9,536% | 9,131.9% |
| 11/2025 | 1.05% | 13.91% | 20,029.8 | 47.8 | 40.4 | 323.4 | 0.5% | 9,175.4% | 8,878.6% |
| 10/2025 | 1.44% | 12.73% | 19,500.8 | 43.1 | 29.1 | 201.7 | 0.5% | 8,811% | 8,748.9% |
| 09/2025 | 1.96% | 11.13% | 19,020.5 | 40.9 | 26.6 | 275.9 | 0.5% | 8,543.3% | 8,732.1% |
| 08/2025 | 1.22% | 8.99% | 18,376.6 | 62.1 | 30.1 | 249.8 | 0.5% | 8,149.6% | 8,540.8% |
| 07/2025 | 1.19% | 7.68% | 17,884.1 | 44.6 | 38.2 | 282.4 | 0.5% | 7,959.4% | 8,275.5% |
| 06/2025 | 3.11% | 6.41% | 17,395 | 35.5 | 28.1 | 185.3 | 0.5% | 7,760.4% | 8,145.8% |
| 05/2025 | 2.21% | 3.2% | 16,688.2 | 21.3 | 36.1 | 150.1 | 0.5% | 7,325.1% | 8,067.4% |
| 04/2025 | 0.6% | 0.97% | 16,202.6 | 17.1 | 34 | 137.9 | 0.5% | 7,005.2% | 7,773.5% |
| 03/2025 | -0.92% | 0.37% | 15,990.4 | 30.9 | 37.1 | 162.2 | 0.5% | 6,926.6% | 7,856.2% |
| 02/2025 | -0.02% | 1.3% | 15,988.8 | 34.4 | 38.9 | 139.3 | 0.5% | 6,942.4% | 7,518.5% |
| 01/2025 | 1.32% | 1.32% | 15,864.5 | 26.6 | 21.9 | 102.5 | 0.5% | 6,964.4% | 7,783.2% |
| 12/2024 | 0.8% | 13.52% | 15,432.2 | 42.2 | 40.8 | 34.7 | 0.48% | 6,900.7% | 7,545.1% |
| 11/2024 | 2.29% | 12.62% | 15,281.1 | 18.4 | 35.2 | 13.2 | 0.48% | 6,876.9% | 7,631.2% |
| 10/2024 | 0.17% | 10.1% | 14,949.2 | 14.8 | 25.8 | 33.2 | 0.48% | 6,605.3% | 7,420.8% |
| 09/2024 | 1.81% | 9.91% | 14,908.5 | 26.1 | 38.5 | -29.7 | 0.48% | 6,654.7% | 7,185.5% |
| 08/2024 | 1.13% | 7.96% | 14,691.4 | 13.3 | 32.6 | -45.1 | 0.48% | 6,465.1% | 7,069.9% |
| 07/2024 | 1.4% | 6.75% | 14,598.3 | 22.3 | 39 | -18.4 | 0.48% | 6,487.5% | 7,403.9% |
| 06/2024 | 1.16% | 5.28% | 14,437.7 | 17.5 | 38.8 | 3.8 | 0.48% | 6,434.1% | 7,364.5% |
| 05/2024 | 1.32% | 4.07% | 14,296.3 | 22.8 | 35.6 | 64.5 | 0.48% | 6,365.7% | 7,410.8% |
| 04/2024 | -1.52% | 2.72% | 14,065.5 | 23.7 | 27.6 | 135.5 | 0.48% | 6,098.5% | 7,199.4% |
| 03/2024 | 2.14% | 4.3% | 14,154.3 | 22.2 | 33 | 164.7 | 0.48% | 6,173.1% | 7,242.5% |
| 02/2024 | 1.78% | 2.12% | 13,711.7 | 22.3 | 24 | 230.7 | 0.48% | 5,782.4% | 6,717.7% |
| 01/2024 | 0.33% | 0.33% | 13,252.4 | 25.3 | 25.1 | 229.1 | 0.48% | 5,409.9% | 6,484.7% |
| 12/2023 | 2.41% | 10.42% | 12,986.4 | 33.5 | 28.5 | 171 | 0.44% | 5,458.3% | 6,510.7% |
| 11/2023 | 3.52% | 7.82% | 12,513.5 | 14.1 | 32.2 | 109 | 0.44% | 5,010.9% | 6,281.2% |
| 10/2023 | -2.3% | 4.16% | 12,004.4 | 23 | 22.7 | 111.3 | 0.44% | 4,776% | 6,350.3% |
| 09/2023 | -1.32% | 6.61% | 12,178.9 | 16.4 | 22.1 | 157.2 | 0.44% | 4,780.7% | 6,025.7% |
| 08/2023 | -0.25% | 8.03% | 12,193.4 | 15.5 | 36.3 | 195 | 0.44% | 4,994.5% | 6,198.4% |
| 07/2023 | 2.46% | 8.3% | 12,053.2 | 13.5 | 26.6 | 172.2 | 0.44% | 5,076.5% | 6,048.7% |
| 06/2023 | 1.65% | 5.7% | 11,611.9 | 12.5 | 42.2 | 100.6 | 0.44% | 4,800% | 5,659.2% |
| 05/2023 | 0.99% | 3.99% | 11,357.8 | 14.6 | 35.1 | 83.8 | 0.44% | 4,615.8% | 4,856.1% |
| 04/2023 | 1.64% | 2.97% | 11,188.3 | 8.3 | 28.3 | 40 | 0.44% | 4,487% | 4,719.5% |
| 03/2023 | 0.28% | 1.31% | 10,992.5 | 12.3 | 58.2 | -38.2 | 0.44% | 4,387.4% | 4,675.6% |
| 02/2023 | -1.43% | 1.02% | 11,051 | 12 | 33.7 | 61.8 | 0.44% | 4,506.1% | 4,830.3% |
| 01/2023 | 2.49% | 2.49% | 11,174.7 | 12 | 33.1 | 96.8 | 0.44% | 4,562% | 4,579.1% |
| 12/2022 | -1.86% | -8.08% | 10,833.7 | 31 | 44.1 | 89.2 | 0.49% | 4,347.4% | 4,337.5% |
| 11/2022 | 1.33% | -6.33% | 10,966.7 | 12.4 | 35 | 109.4 | 0.49% | 4,414.4% | 4,198.9% |
| 10/2022 | 2.12% | -7.56% | 10,741.2 | 10.1 | 25.9 | 46.7 | 0.49% | 4,368.5% | 4,034.3% |
| 09/2022 | -3.93% | -9.48% | 10,491.7 | 18.6 | 33.2 | 64.4 | 0.49% | 4,264.2% | 3,811.9% |
| 08/2022 | -0.98% | -5.78% | 10,874 | 13.5 | 23 | 188 | 0.49% | 4,636.9% | 3,900.5% |
| 07/2022 | 3.2% | -4.85% | 10,807.2 | 21.5 | 25.8 | 192.5 | 0.49% | 4,618.1% | 4,016% |
| 06/2022 | -2.22% | -7.8% | 10,291.4 | 20.2 | 23.3 | 256.6 | 0.49% | 4,436.7% | 4,001.3% |
| 05/2022 | -2.77% | -5.7% | 10,269.2 | 24.8 | 22.6 | 213.8 | 0.49% | 4,509.9% | 4,005.5% |
| 04/2022 | -1.36% | -3.02% | 10,341.9 | 37.6 | 13 | 165.6 | 0.49% | 4,711.4% | 3,921.7% |
| 03/2022 | 0.82% | -1.68% | 10,296.6 | 57.9 | 21 | 289.1 | 0.49% | 4,740.6% | 3,980.2% |
| 02/2022 | -0.48% | -2.48% | 9,889.5 | 63 | 13.9 | 291 | 0.49% | 4,422.3% | 3,635.1% |
| 01/2022 | -2.01% | -2.01% | 9,599.8 | 67.3 | 14.1 | 247.9 | 0.49% | 4,274.7% | 3,537.5% |
| 12/2021 | 1.51% | 15.9% | 9,495.4 | 107.1 | 13.3 | 254.5 | 0.58% | 4,361.5% | 3,626% |
| 11/2021 | 0.27% | 14.18% | 9,011.2 | 81.5 | 18.1 | 266.7 | 0.58% | 4,092.9% | 3,518% |
| 10/2021 | 2.55% | 13.87% | 8,662.1 | 45 | 22.3 | 174.3 | 0.58% | 3,898.4% | 3,357.2% |
| 09/2021 | -0.52% | 11.04% | 8,256.6 | 38.6 | 11.4 | 130.1 | 0.58% | 3,659.6% | 3,208.2% |
| 08/2021 | 1.79% | 11.62% | 8,145.4 | 58.4 | 15.8 | 147.3 | 0.58% | 3,594.9% | 3,179.7% |
| 07/2021 | 0.6% | 9.65% | 7,817.3 | 33.9 | 16.2 | 91.8 | 0.58% | 3,496.7% | 3,098.7% |
| 06/2021 | 0.92% | 9% | 7,664 | 32.8 | 23.6 | 46 | 0.58% | 3,506.5% | 3,200.7% |
| 05/2021 | 1.46% | 8.01% | 7,542.7 | 19 | 10.1 | 22.5 | 0.58% | 3,395.2% | 3,060.2% |
| 04/2021 | 2.3% | 6.45% | 7,406.7 | 18.6 | 15.5 | 28.5 | 0.58% | 3,398.8% | 3,406.4% |
| 03/2021 | 2.12% | 4.06% | 7,212.8 | 16.8 | 20.1 | 24.3 | 0.58% | 3,232.3% | 3,269.3% |
| 02/2021 | 1% | 1.9% | 7,045.5 | 14.9 | 15.9 | 19.7 | 0.58% | 3,052.4% | 3,080.4% |
| 01/2021 | 0.89% | 0.89% | 6,960.4 | 8.3 | 20.7 | -11.6 | 0.58% | 2,967.6% | 3,269.2% |
| 12/2020 | 2.09% | 5.81% | 6,926 | 21.2 | 17.9 | -41 | 0.6% | 2,818.6% | 3,132.8% |
| 11/2020 | 4.52% | 3.64% | 6,825.6 | 8.5 | 16.2 | -32.8 | 0.6% | 2,742.3% | 3,159.9% |
| 10/2020 | 0.45% | -0.84% | 6,572.8 | 5.9 | 21.2 | -33.8 | 0.6% | 2,390.2% | 3,026.3% |
| 09/2020 | -1.38% | -1.28% | 6,595 | 10 | 18.4 | -34.8 | 0.6% | 2,482.9% | 3,095.5% |
| 08/2020 | 2.88% | 0.1% | 6,734.4 | 5.8 | 18.6 | -43 | 0.6% | 2,529.7% | 3,115.7% |
| 07/2020 | 2.5% | -2.71% | 6,603.9 | 6.4 | 17 | -47.9 | 0.6% | 2,475.1% | 3,102.7% |
| 06/2020 | -0.58% | -5.08% | 6,503.6 | 6.2 | 15.7 | -43.9 | 0.6% | 2,371.8% | 2,853% |
| 05/2020 | 1.37% | -4.52% | 6,598.2 | 5.2 | 12.7 | -19.8 | 0.6% | 2,425.3% | 2,856.1% |
| 04/2020 | 5.1% | -5.82% | 6,539.6 | 6.3 | 7.1 | -17.2 | 0.6% | 2,323% | 2,627.8% |
| 03/2020 | -8.59% | -10.39% | 6,243 | 8.7 | 26.6 | -113.2 | 0.6% | 2,269.1% | 2,526% |
| 02/2020 | -2.52% | -1.96% | 6,978.7 | 8.8 | 16.3 | -40.4 | 0.6% | 2,638.6% | 2,798% |
| 01/2020 | 0.57% | 0.57% | 7,210.3 | 10.4 | 15.9 | -50 | 0.6% | 2,754.7% | 2,825.1% |
| 12/2019 | 0.98% | 11.7% | 7,228.2 | 22.3 | 19.5 | -36.8 | 0.66% | 2,748.7% | 2,681.3% |
| 11/2019 | 0.86% | 10.62% | 7,196.6 | 11.5 | 13.5 | -64.7 | 0.66% | 2,740.3% | 2,723.9% |
| 10/2019 | 1.11% | 9.68% | 7,205 | 7.5 | 16.6 | -18 | 0.66% | 2,715.6% | 2,659% |
| 09/2019 | 1.36% | 8.47% | 7,156.8 | 9.7 | 16.3 | -25.6 | 0.66% | 2,656.6% | 2,600.9% |
| 08/2019 | -0.32% | 7.02% | 7,096.1 | 12.4 | 21.4 | -22.7 | 0.66% | 2,591.9% | 2,546.4% |
| 07/2019 | 0.59% | 7.36% | 7,154 | 11.6 | 19.3 | 5.6 | 0.66% | 2,509.4% | 2,385% |
| 06/2019 | 1.76% | 6.73% | 7,118 | 11 | 18.4 | -0.8 | 0.66% | 2,479.7% | 2,243% |
| 05/2019 | -1.08% | 4.88% | 7,006.5 | 16.9 | 20.8 | -6 | 0.66% | 2,455.1% | 2,287.4% |
| 04/2019 | 1.61% | 6.03% | 7,096.8 | 14.2 | 22.9 | -9.1 | 0.66% | 2,684.3% | 2,410.9% |
| 03/2019 | 0.53% | 4.35% | 7,005.5 | 18 | 18.3 | 12.3 | 0.66% | 2,486.2% | 2,255.8% |
| 02/2019 | 1.12% | 3.8% | 6,960.1 | 17.6 | 21 | 20.5 | 0.66% | 2,498% | 2,322% |
| 01/2019 | 2.65% | 2.65% | 6,870 | 18.7 | 15.7 | 3.3 | 0.66% | 2,346.9% | 2,232% |
| 12/2018 | -2.99% | -1.1% | 6,689.9 | 27.3 | 20 | 6.6 | 0.7% | 2,346.8% | 2,219.1% |
| 11/2018 | 0.47% | 1.95% | 6,886.6 | 14.8 | 16.2 | 13.5 | 0.7% | 2,405.6% | 2,119.7% |
| 10/2018 | -1.72% | 1.47% | 6,845.8 | 16.5 | 15.7 | 3.8 | 0.7% | 2,303.4% | 1,894.8% |
| 09/2018 | 0.06% | 3.24% | 6,964.5 | 12.3 | 10.8 | 10.1 | 0.7% | 2,565.6% | 2,036.6% |
| 08/2018 | 1.12% | 3.18% | 6,952.5 | 14.8 | 24.4 | 14.2 | 0.7% | 2,568.6% | 2,016.4% |
| 07/2018 | 1.19% | 2.04% | 6,874.7 | 19 | 16.7 | 4.9 | 0.7% | 2,480.5% | 1,862.7% |
| 06/2018 | -0.16% | 0.84% | 6,790.8 | 23.7 | 18.1 | 15.6 | 0.7% | 2,411.7% | 1,867.2% |
| 05/2018 | 0% | 1% | 6,784.4 | 16.9 | 25.5 | 4.4 | 0.7% | 2,409.7% | 1,903.9% |
| 04/2018 | 0.9% | 1% | 6,792.6 | 14 | 15.8 | 9.7 | 0.7% | 2,454.4% | 1,956.8% |
| 03/2018 | -0.51% | 0.1% | 6,728.2 | 13.4 | 18.7 | -0.6 | 0.7% | 2,393.4% | 1,869.5% |
| 02/2018 | -1% | 0.61% | 6,772.7 | 13.8 | 17.4 | -24.4 | 0.7% | 2,475% | 1,964.4% |
| 01/2018 | 1.63% | 1.63% | 6,874.1 | 23.9 | 15.9 | -11.7 | 0.7% | 2,404.8% | 1,645.1% |
| 12/2017 | 0.94% | 7.2% | 6,771.2 | 22.7 | 20.4 | -16.1 | 0.72% | 2,465.5% | 1,739.3% |
| 11/2017 | 0.84% | 6.2% | 6,727.2 | 16.8 | 20.3 | -13 | 0.72% | 2,355.6% | 1,800.9% |
| 10/2017 | 0.84% | 5.32% | 6,691.6 | 13.4 | 16.6 | -5.7 | 0.72% | 2,318.8% | 1,813.3% |
| 09/2017 | 0.49% | 4.44% | 6,648.4 | 17.1 | 20 | -4.4 | 0.72% | 2,293.1% | 1,813.5% |
| 08/2017 | 0.01% | 3.93% | 6,627 | 11.8 | 17.4 | -5.1 | 0.72% | 2,228.1% | 1,816.2% |
| 07/2017 | 1.16% | 3.92% | 6,641.2 | 14.7 | 22 | -7.2 | 0.72% | 2,292.5% | 1,831% |
| 06/2017 | -0.57% | 2.73% | 6,583.2 | 17.7 | 18.2 | -9 | 0.72% | 2,237.8% | 1,762.7% |
| 05/2017 | 1.09% | 3.32% | 6,634.5 | 16.3 | 21.2 | -14.2 | 0.72% | 2,282.9% | 1,816.7% |
| 04/2017 | 1.1% | 2.21% | 6,585.8 | 7.8 | 15.3 | -7.9 | 0.72% | 2,283.7% | 1,857% |
| 03/2017 | 0.14% | 1.09% | 6,533.5 | 18.5 | 31.2 | -12.3 | 0.72% | 2,295.4% | 1,838% |
| 02/2017 | 0.54% | 0.95% | 6,553.4 | 20.7 | 20.5 | -13.7 | 0.72% | 2,286.5% | 1,830.8% |
| 01/2017 | 0.41% | 0.41% | 6,535.6 | 17.2 | 22.6 | -25.6 | 0.72% | 2,286.6% | 1,964.4% |
| 12/2016 | 0.82% | 3.55% | 5,292.1 | 32.7 | 15 | -13.3 | 0.77% | 1,842.3% | 1,722% |
| 11/2016 | 0.42% | 2.7% | 5,247.8 | 9.2 | 12.8 | -10.8 | 0.77% | 1,783.8% | 1,596.7% |
| 10/2016 | 0.15% | 2.27% | 5,243.5 | 6.8 | 6.7 | -9.6 | 0.77% | 1,748.3% | 1,584.7% |
| 09/2016 | -0.42% | 2.12% | 5,248.4 | 11.9 | 11 | -18.4 | 0.77% | 1,741.5% | 1,569.6% |
| 08/2016 | 0.52% | 2.55% | 5,291.1 | 13.1 | 15.4 | 1.6 | 0.77% | 1,738.4% | 1,555.7% |
| 07/2016 | 1.98% | 2.02% | 5,268.1 | 14.6 | 12.4 | -10.4 | 0.77% | 1,758.9% | 1,502.5% |
| 06/2016 | -0.46% | 0.04% | 5,176.8 | 12.7 | 18.4 | 4 | 0.77% | 1,672.2% | 1,527.3% |
| 05/2016 | 0.47% | 0.5% | 5,205.5 | 10.5 | 12.2 | -6.8 | 0.77% | 1,686.5% | 1,483.8% |
| 04/2016 | 0.9% | 0.03% | 5,193.1 | 8.1 | 12 | -5.5 | 0.77% | 1,670% | 1,462.7% |
| 03/2016 | 0.93% | -0.86% | 5,159 | 17.2 | 13.7 | -9.8 | 0.77% | 1,655.7% | 1,447.3% |
| 02/2016 | -0.48% | -1.77% | 5,120.9 | 10.9 | 21.1 | -4.1 | 0.77% | 1,625.4% | 1,432.9% |
| 01/2016 | -1.3% | -1.3% | 5,163.4 | 7.9 | 9.3 | -12.4 | 0.77% | 1,707.8% | 1,545.9% |
| 12/2015 | -1% | 1.91% | 5,248.7 | 13.7 | 15.7 | -22.2 | 0.87% | 1,777.2% | 1,588.3% |
| 11/2015 | -0.14% | 2.94% | 5,329.7 | 11.1 | 13.4 | -12.9 | 0.87% | 1,893.8% | 1,663.3% |
| 10/2015 | 2.38% | 3.09% | 5,355.9 | 6.2 | 10.6 | -11.9 | 0.87% | 1,955.6% | 1,676.3% |
| 09/2015 | -1.81% | 0.69% | 5,251.2 | 4.6 | 8.2 | -13 | 0.87% | 1,778.7% | 1,541.3% |
| 08/2015 | -1.47% | 2.55% | 5,368.3 | 10.3 | 13.6 | -27.3 | 0.87% | 1,834.5% | 1,603.2% |
| 07/2015 | 1.41% | 4.08% | 5,483.5 | 6.8 | 15.5 | -28.3 | 0.87% | 2,012.6% | 1,725.7% |
| 06/2015 | -2.02% | 2.63% | 5,447.5 | 5.2 | 14.5 | -40.3 | 0.87% | 1,964.7% | 1,689.8% |
| 05/2015 | 0.7% | 4.75% | 5,613.8 | 5.8 | 16.3 | -40.2 | 0.87% | 2,036.6% | 1,724.5% |
| 04/2015 | 0.5% | 4.02% | 5,629.3 | 6.5 | 17.2 | -30.3 | 0.87% | 1,977% | 1,669.9% |
| 03/2015 | 0.7% | 3.5% | 5,645.4 | 10.3 | 18.3 | -26.6 | 0.87% | 1,996.8% | 1,671.7% |
| 02/2015 | 2.26% | 2.78% | 5,644.4 | 6 | 15.2 | -24.1 | 0.87% | 1,938.6% | 1,590.9% |
| 01/2015 | 0.51% | 0.51% | 5,555.8 | 5.9 | 13.8 | -25.5 | 0.87% | 1,670.2% | 1,397.5% |
| 12/2014 | -1.59% | 5.78% | 5,564.8 | 12.7 | 17.7 | -32.4 | 0.95% | 1,701.2% | 1,390.3% |
| 11/2014 | 1.27% | 7.49% | 5,696.4 | 8.3 | 15.7 | -28 | 0.95% | 1,806.8% | 1,472.5% |
| 10/2014 | 0.04% | 6.14% | 5,663.9 | 7 | 14.8 | -34 | 0.95% | 1,764.8% | 1,376.3% |
| 09/2014 | 0.55% | 6.1% | 5,704.2 | 7.3 | 16.9 | -37.7 | 0.95% | 1,752.5% | 1,348.8% |
| 08/2014 | 1.87% | 5.52% | 5,724 | 10.1 | 15.4 | -46.2 | 0.95% | 1,757% | 1,335.5% |
| 07/2014 | -0.37% | 3.58% | 5,674 | 10.2 | 21.4 | -21.3 | 0.95% | 1,711.4% | 1,252.5% |
| 06/2014 | -0.17% | 3.96% | 3,366.1 | 4.9 | 17.5 | -34.8 | 0.95% | 1,044.6% | 726.6% |
| 05/2014 | 1.23% | 4.14% | 3,421.8 | 4.2 | 17.2 | -22.8 | 0.95% | 1,054.2% | 727.9% |
| 04/2014 | 0.23% | 2.88% | 3,418.7 | 4.4 | 9.7 | -25.2 | 0.95% | 1,054% | 712.1% |
| 03/2014 | 1.18% | 2.64% | 3,444 | 5.1 | 9.4 | -36.4 | 0.95% | 1,089.6% | 733.3% |
| 02/2014 | 1.84% | 1.44% | 3,447.1 | 8.4 | 9.5 | -37 | 0.95% | 1,098% | 740.4% |
| 01/2014 | -0.39% | -0.39% | 3,425.4 | 5.6 | 12.3 | -38.6 | 0.95% | 1,062.6% | 724.3% |
| 12/2013 | -0.07% | 9.73% | 3,486.6 | 5.4 | 12.4 | -48.9 | 1.13% | 1,129.1% | 831.4% |
| 11/2013 | 1.55% | 9.81% | 3,548.2 | 7 | 9.6 | -34 | 1.13% | 1,121.1% | 824.4% |
| 10/2013 | 1.56% | 8.13% | 3,533.1 | 5.3 | 9.9 | -32 | 1.13% | 1,099.2% | 805.8% |
| 09/2013 | 2.04% | 6.47% | 3,518 | 4.7 | 7.7 | -25.8 | 1.13% | 1,080.7% | 806.2% |
| 08/2013 | -0.34% | 4.34% | 3,479 | 9.8 | 10.6 | -48.2 | 1.13% | 1,082.9% | 809.6% |
| 07/2013 | 1.64% | 4.7% | 3,542.4 | 5.5 | 12.6 | -37.4 | 1.13% | 1,089% | 824.4% |
| 05/2007 | 2.84% | 8.91% | 4,955.4 | 10.2 | 25.3 | -30.7 | 0% | - | - |
| 04/2007 | 2.59% | 5.9% | 4,863.8 | 10.2 | 20.5 | -22.9 | 0% | - | - |
| 03/2007 | 0.42% | 3.23% | 4,773.2 | 9.3 | 25.2 | -23.6 | 0% | - | - |
| 02/2007 | 1.05% | 2.8% | 4,792.7 | 14.1 | 19.7 | -26.2 | 0% | - | - |
| 01/2007 | 1.73% | 1.73% | 4,774.3 | 10.2 | 19.5 | -29 | 0% | - | - |
| 12/2006 | 0.13% | 7.18% | 4,731.4 | 16 | 23.6 | -27.5 | 0% | - | - |
| 11/2006 | 1.24% | 7.04% | 4,760.6 | 13.7 | 22.4 | -19.9 | 0% | - | - |
| 10/2006 | 2.52% | 5.73% | 4,730.2 | 11.2 | 19.9 | -8.9 | 0% | - | - |
| 09/2006 | 0.73% | 3.13% | 4,631.5 | 10.3 | 22.8 | -6 | 0% | - | - |
| 08/2006 | 0.56% | 2.38% | 4,616.7 | 15.6 | 21.3 | -8.9 | 0% | - | - |
| 07/2006 | 1.01% | 1.81% | 4,605.6 | 7.6 | 22.8 | -11.3 | 0% | - | - |
| 06/2006 | -2.25% | 0.79% | 4,585.8 | 11.5 | 25.2 | -12.4 | 0% | - | - |
| 05/2006 | -0.31% | 3.11% | 4,717.9 | 11.1 | 26.2 | -8 | 0% | - | - |
| 04/2006 | 1.78% | 3.44% | 4,755.5 | 10.7 | 25.6 | -4.4 | 0% | - | - |
| 03/2006 | 0.84% | 1.63% | 4,691.3 | 10.8 | 26.1 | -4.9 | 0% | - | - |
| 02/2006 | -0.68% | 0.78% | 4,672.3 | 17.1 | 18.4 | -6.1 | 0% | - | - |
| 01/2006 | 1.47% | 1.47% | 4,712 | 11.4 | 20.4 | -17.1 | 0% | - | - |
| 12/2005 | 0.36% | 12.89% | 4,669.7 | 50.6 | 29.5 | -8.5 | 0% | - | - |
| 11/2005 | 0.23% | 12.49% | 4,639.5 | 19.6 | 25 | -6.4 | 0% | - | - |
| 10/2005 | 0.2% | 12.23% | 4,641.2 | 14.5 | 17.2 | -4.8 | 0% | - | - |
| 09/2005 | 2.01% | 12% | 4,639.3 | 14.4 | 23.7 | -6.8 | 0% | - | - |
| 08/2005 | 1.93% | 9.8% | 4,563.7 | 18.4 | 24.5 | -9 | 0% | - | - |
| 07/2005 | 2.83% | 7.72% | 4,492.1 | 14.3 | 17.3 | -4.6 | 0% | - | - |
| 06/2005 | -0.58% | 4.75% | 4,375.9 | 12.4 | 28.1 | -5.8 | 0% | - | - |
| 05/2005 | 1.68% | 5.36% | 4,423.2 | 13.7 | 22.8 | -8.6 | 0% | - | - |
| 04/2005 | 0.97% | 3.62% | 4,367.5 | 12.6 | 45.6 | -13.4 | 0% | - | - |
| 03/2005 | 0.13% | 2.63% | 4,371.5 | 12.3 | 24.3 | -6.5 | 0% | - | - |
| 02/2005 | 1.04% | 2.49% | 4,384.2 | 18.2 | 26.8 | -8.9 | 0% | - | - |
| 01/2005 | 1.44% | 1.44% | 4,356.7 | 15.9 | 22.3 | -4.6 | 0% | - | - |
| 12/2004 | 1.93% | 8.62% | 4,306.1 | 35.3 | 25.3 | -15.6 | 0% | - | - |
| 11/2004 | 1.44% | 6.56% | 4,230.6 | 17.8 | 17.6 | -1.4 | 0% | - | - |
| 10/2004 | 0.18% | 5.05% | 4,161.2 | 13.4 | 18.9 | -3.8 | 0% | - | - |
| 09/2004 | 0.75% | 4.86% | 4,173.7 | 14.1 | 22.1 | -3.7 | 0% | - | - |
| 08/2004 | -0.02% | 4.08% | 4,154.5 | 18.4 | 25.3 | -6.1 | 0% | - | - |
| 07/2004 | -0.54% | 4.1% | 4,168.2 | 14.4 | 23.5 | -3.8 | 0% | - | - |
| 06/2004 | 1.27% | 4.66% | 4,204 | 14.2 | 26.5 | -6 | 0% | - | - |
| 05/2004 | 1.09% | 3.35% | 4,170.3 | 4.5 | 22.2 | -4 | 0% | - | - |
| 04/2004 | 0.33% | 2.24% | 4,147.2 | 20.1 | 28.2 | -4.3 | 0% | - | - |
| 03/2004 | 1.01% | 1.9% | 4,145.8 | 17.1 | 25.9 | -4.5 | 0% | - | - |
| 02/2004 | 0.17% | 0.88% | 4,118 | 22.6 | 19.4 | -7.1 | 0% | - | - |
| 01/2004 | 0.71% | 0.71% | 4,114.8 | 17 | 20.8 | -1.7 | 0% | - | - |
| 12/2003 | 1.13% | 15.33% | 4,091.4 | 26.8 | 25.5 | -4.2 | 0% | - | - |
| 11/2003 | 1.6% | 14.04% | 4,048.7 | 21.2 | 24 | -3.6 | 0% | - | - |
| 10/2003 | 1.71% | 12.25% | 3,991.4 | 18.4 | 25.9 | -1.4 | 0% | - | - |
| 09/2003 | 1.63% | 10.36% | 3,933.6 | 18.8 | 33.7 | -1.6 | 0% | - | - |
| 08/2003 | 0% | 8.59% | 3,887.7 | 22.9 | 31.5 | -1.9 | 0% | - | - |
| 07/2003 | -0.88% | 8.59% | 3,898 | 20.1 | 32.8 | -1.5 | 0% | - | - |
| 06/2003 | 1.78% | 9.56% | 3,946.6 | 20.2 | 31.1 | -0.5 | 0% | - | - |
| 05/2003 | 2.12% | 7.64% | 3,889.1 | 20.3 | 47.3 | -1.9 | 0% | - | - |
| 04/2003 | 2.88% | 5.4% | 3,837.5 | 20.4 | 42.7 | -1.1 | 0% | - | - |
| 03/2003 | 1.57% | 2.45% | 3,754 | 21.3 | 50.3 | -2.7 | 0% | - | - |
| 02/2003 | 0.84% | 0.87% | 3,727.7 | 24.4 | 40.3 | -3 | 0% | - | - |
| 01/2003 | 0.03% | 0.03% | 3,715.7 | 19.3 | 40.1 | -1.3 | 0% | - | - |
| 12/2002 | -1.2% | 0.81% | 3,736.7 | 31.3 | 45.4 | -5 | 0% | - | - |
| 11/2002 | 2.73% | 2.03% | 3,800.2 | 22.5 | 42.8 | -0.7 | 0% | - | - |
| 10/2002 | 0.06% | -0.68% | 3,719.5 | 21 | 28.3 | -0.4 | 0% | - | - |
| 09/2002 | -1.61% | -0.74% | 3,724.8 | 20.5 | 37.5 | -0.3 | 0% | - | - |
| 08/2002 | 0.39% | 0.89% | 3,802.6 | 25.8 | 36.7 | -0.3 | 0% | - | - |
| 07/2002 | 1.15% | 0.49% | 3,798.6 | 22.3 | 35.7 | -0.3 | 0% | - | - |
| 06/2002 | -1.25% | -0.65% | 3,769.2 | 19.5 | 32.9 | -0 | 0% | - | - |
| 05/2002 | 1.45% | 0.61% | 3,830.1 | 20.3 | 21.6 | -0.6 | 0% | - | - |
| 04/2002 | -0.39% | -0.83% | 3,777.9 | 19 | 23.9 | -0.1 | 0% | - | - |
| 03/2002 | -1.01% | -0.44% | 3,797.7 | 19.3 | 27.5 | -1.7 | 0% | - | - |
| 02/2002 | -0.44% | 0.58% | 3,846.1 | 24.7 | 23.9 | -0.5 | 0% | - | - |
| 01/2002 | 1.02% | 1.02% | 3,862.8 | 19.8 | 27.1 | -0.3 | 0% | - | - |
| 12/2001 | 3.31% | 7.03% | 3,831.5 | 27.6 | 40.2 | -0.6 | 0% | - | - |
| 11/2001 | 1.42% | 3.6% | 3,723.2 | 24.5 | 24.9 | -0.9 | 0% | - | - |
| 10/2001 | 0.28% | 2.15% | 3,672.7 | 19.8 | 29.4 | -0.4 | 0% | - | - |
| 09/2001 | -1.16% | 1.86% | 3,672.7 | 19.5 | 32.7 | 0 | 0% | - | - |
| 08/2001 | -0.07% | 3.06% | 3,729 | 24.6 | 33 | -0.1 | 0% | - | - |
| 07/2001 | 1.41% | 3.13% | 3,740.2 | 20.3 | 33.1 | -0.1 | 0% | - | - |
| 06/2001 | 0.55% | 1.69% | 3,701.5 | 18.1 | 37.4 | -0.1 | 0% | - | - |
| 05/2001 | 1.1% | 1.14% | 3,700.7 | 18.4 | 50 | -0.3 | 0% | - | - |
| 04/2001 | 2.16% | 0.04% | 3,692.5 | 18 | 42.4 | -1 | 0% | - | - |
| 03/2001 | -1.87% | -2.08% | 3,639.8 | 20.9 | 34.2 | -0.7 | 0% | - | - |
| 02/2001 | 0.24% | -0.21% | 3,722.7 | 25.3 | 37.5 | 0 | 0% | - | - |
| 01/2001 | -0.45% | -0.45% | 3,726.1 | 0.6 | 27.1 | 16.8 | 0% | - | - |
| 12/2000 | 0.51% | 4.03% | 3,752.5 | 26.7 | 29.1 | -0 | 0% | - | - |
| 11/2000 | 0.33% | 3.5% | 3,735.9 | 21.8 | 19.9 | -0.1 | 0% | - | - |
| 10/2000 | -2.8% | 3.16% | 3,722 | 18.8 | 22.7 | -0.8 | 0% | - | - |
| 09/2000 | 0.06% | 6.13% | 3,833.4 | 18.9 | 26.9 | -0.3 | 0% | - | - |
| 08/2000 | 1.6% | 6.07% | 3,839.3 | 22.8 | 20.6 | -0.8 | 0% | - | - |
| 07/2000 | -1.08% | 4.4% | 3,777.9 | 20.4 | 23.2 | -0 | 0% | - | - |
| 06/2000 | 0.97% | 5.54% | 3,821.9 | 18.3 | 24.7 | -0.3 | 0% | - | - |
| 05/2000 | 2.71% | 4.52% | 3,791.9 | 21.3 | 24.5 | -1.3 | 0% | - | - |
| 04/2000 | -0.87% | 1.77% | 3,696 | 18.1 | 29.8 | 0.1 | 0% | - | - |
| 03/2000 | -0.75% | 2.66% | 3,740.1 | 17.7 | 28.9 | -0.3 | 0% | - | - |
| 02/2000 | 3.29% | 3.43% | 3,779.6 | 21.6 | 23.8 | -1.7 | 0% | - | - |
| 01/2000 | 0.14% | 0.14% | 3,665.5 | 2 | 22.5 | -0.8 | 0% | - | - |
| 12/1999 | 2.74% | 15.14% | 3,680.1 | 43.9 | 31.1 | -1.1 | - | - | - |
| 11/1999 | 2.23% | 12.07% | 3,571.2 | 20.9 | 28.6 | -0.1 | - | - | - |
| 10/1999 | 0.77% | 9.63% | 3,501.3 | 18.7 | 26.2 | 0 | - | - | - |
| 09/1999 | 0.73% | 8.79% | 3,482.1 | 17.5 | 32.1 | -0.9 | - | - | - |
| 08/1999 | 0.24% | 8% | 3,472.1 | 21.7 | 29 | -0.5 | - | - | - |
| 07/1999 | 0.57% | 7.74% | 3,471.5 | 20 | 32.4 | 0.1 | - | - | - |
| 06/1999 | 1.13% | 7.13% | 3,464.1 | 18.1 | 36 | -0.1 | - | - | - |
| 05/1999 | 1.52% | 5.94% | 3,443.6 | 18.2 | 46.1 | -0.2 | - | - | - |
| 04/1999 | 2% | 4.35% | 3,420.2 | 16.7 | 51.4 | -0.3 | - | - | - |
| 03/1999 | 2.1% | 2.3% | 3,388.4 | 17.4 | 58.5 | -0.8 | - | - | - |
| 02/1999 | 0.34% | 0.2% | 3,359.4 | 22.3 | 47.3 | -0.1 | - | - | - |
| 01/1999 | -0.14% | -0.14% | 3,373.1 | 16.7 | 28.6 | -0.6 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של מיטב גמל לבני 50 עד 60?
ב-07/2026: -0.48% לחודש, 5.13% מתחילת השנה, 40.25% ל-3 שנים ו-47.58% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במיטב גמל לבני 50 עד 60?
0.53% לשנה מהצבירה בממוצע ו-0.05% מההפקדות. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מיטב גמל לבני 50 עד 60 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.