מנורה מרכזית לפיצויים כללי: תשואה, דמי ניהול וסיכון
מנורה מרכזית לפיצויים כללי מנוהלת על ידי מנורה מבטחים פנסיה וגמל בע"מ, בסיווג מרכזית לפיצויים, פעילה מ-2005; 250 חודשי דיווח מ-10/2005 עד 07/2026.
עובדות מחושבות
- נכסים מנוהלים ב-07/2026: 157 מיליון ש"ח, מקום 20 מתוך 53 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 41.37%, מקום 10 מתוך 46 בקטגוריה; ל-3 שנים: 39.58% (מקום 6 מתוך 46).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,137 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 18,786 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.34% לשנה (מקום 12 מתוך 53 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-6,585 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -28.2% בין 06/2007 ל-12/2008.
- סטיית תקן: 6.57; מדד שארפ: 0.89 (מקום 9 מתוך 46); חשיפה למניות 79.9%, לחו"ל 61.9%, למט"ח 27%.
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 | 8.15% | 7.77% | -26.67% | 40.88% | 10.36% | -4.21% | 11.48% | 9.26% | 5.47% | 1.73% | 3.67% | 7.42% | -1.35% | 12.01% | 2.99% | 12.26% | -9.87% | 8.75% | 12.25% | 16.79% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2025.
דירוג בקטגוריה מרכזית לפיצויים (07/2026)
דירוג לפי הנתון בלבד, מתוך 53 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 157 | 20 / 53 |
| דמי ניהול מצבירה (נמוך = 1) | 0.34% | 12 / 53 |
| תשואה מתחילת השנה | 5.4% | 10 / 46 |
| תשואה 3 שנים | 39.58% | 6 / 46 |
| תשואה 5 שנים | 41.37% | 10 / 46 |
| מדד שארפ | 0.89 | 9 / 46 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- מגדל-קופ"ג מרכזית לפיצויים 157 מ' ש"ח
- הפניקס מרכזית לפיצויים עד 15% מניות 133 מ' ש"ח
- הראל קמ"פ אג"ח עד 15% מניות 131 מ' ש"ח
- כלל ברזל - קופה מרכזית לפיצויים 200 מ' ש"ח
- מקפת תקציבית 102 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.41% | 5.4% | 156.6 | 0 | 0.8 | -0 | 0.34% | 79.9% | 61.9% |
| 06/2026 | -0.78% | 5.84% | 158.1 | 0 | 0.6 | 0 | 0.34% | 79.5% | 56.9% |
| 05/2026 | 2.26% | 6.67% | 160 | 0 | 0.4 | 0.5 | 0.34% | 79.7% | 54.5% |
| 04/2026 | 4.12% | 4.31% | 156.3 | 0 | 0.1 | 0 | 0.34% | 78.8% | 52.4% |
| 03/2026 | -2.9% | 0.18% | 150.2 | 0 | 0.1 | 0 | 0.34% | 75.8% | 51.2% |
| 02/2026 | 0.65% | 3.18% | 154.9 | 0 | 0.4 | 0 | 0.34% | 79.4% | 53.9% |
| 01/2026 | 2.51% | 2.51% | 154.3 | 0 | 0.2 | 0 | 0.34% | 77.7% | 53.4% |
| 12/2025 | 1.12% | 16.79% | 150.7 | -1.1 | 0.1 | 1.1 | 0.32% | 74.9% | 53.2% |
| 11/2025 | 1.29% | 15.49% | 149.2 | 1.1 | 0.2 | 0 | 0.32% | 74.5% | 53.9% |
| 10/2025 | 1.53% | 14.02% | 146.4 | 0 | 0.1 | 0 | 0.32% | 72.8% | 53.6% |
| 09/2025 | 2.51% | 12.3% | 144.3 | 0 | 0 | 0 | 0.32% | 71.6% | 51.8% |
| 08/2025 | 1.22% | 9.55% | 140.8 | 0 | 0.6 | 0 | 0.32% | 69.6% | 51.9% |
| 07/2025 | 0.95% | 8.23% | 139.8 | 0 | 0.1 | 0 | 0.32% | 68.7% | 50.8% |
| 06/2025 | 3.47% | 7.21% | 138.6 | 0 | 0.1 | 0 | 0.32% | 67.8% | 49.5% |
| 05/2025 | 2.32% | 3.62% | 134.1 | 0 | 0.8 | -0.8 | 0.32% | 65.5% | 51.3% |
| 04/2025 | 1.24% | 1.27% | 132.6 | 0 | 0 | 0 | 0.32% | 63.3% | 51.5% |
| 03/2025 | -1.34% | 0.03% | 131 | -0 | 0.2 | 0 | 0.32% | 56.1% | 43.5% |
| 02/2025 | -0.19% | 1.39% | 133 | 0 | 0.3 | -0 | 0.32% | 56.1% | 42.9% |
| 01/2025 | 1.58% | 1.58% | 133.6 | 0 | 0.4 | 9.2 | 0.32% | 58.3% | 44.5% |
| 12/2024 | 0.82% | 12.25% | 122.8 | 0 | 0.1 | 0 | 0.32% | 56.5% | 43.9% |
| 11/2024 | 1.91% | 11.33% | 121.9 | 0 | 0 | 0 | 0.32% | 56.7% | 47.1% |
| 10/2024 | 0.32% | 9.25% | 119.7 | 0 | 0 | 0 | 0.32% | 55.9% | 49.5% |
| 09/2024 | 1.56% | 8.9% | 119.3 | 0 | 0 | 0.9 | 0.32% | 55.7% | 49.5% |
| 08/2024 | 1.06% | 7.23% | 116.7 | 0 | 0 | 0 | 0.32% | 55.8% | 49.5% |
| 07/2024 | 1.38% | 6.1% | 115.5 | -0.2 | 0.1 | 0.3 | 0.32% | 54.8% | 49.2% |
| 06/2024 | 0.7% | 4.66% | 114.1 | 0.2 | 0.1 | 0 | 0.32% | 53.8% | 41.8% |
| 05/2024 | 0.94% | 3.93% | 113.1 | 0 | 0.1 | 0 | 0.32% | 53.3% | 46.8% |
| 04/2024 | -1.56% | 2.96% | 112.2 | 0 | 0 | -0.1 | 0.32% | 52.2% | 45.6% |
| 03/2024 | 2.21% | 4.59% | 114.1 | 0 | 0.1 | 0 | 0.32% | 54.5% | 46.7% |
| 02/2024 | 2.25% | 2.33% | 111.7 | 0 | 0.1 | 0 | 0.32% | 52.3% | 44.6% |
| 01/2024 | 0.08% | 0.08% | 109.4 | 0 | 0.1 | 0 | 0.32% | 51% | 44.2% |
| 12/2023 | 2.74% | 8.75% | 109.5 | 0 | 0.1 | -0.1 | 0.32% | 51.4% | 37.8% |
| 11/2023 | 3.94% | 5.85% | 106.8 | 0 | 0.1 | 0 | 0.32% | 49% | 44% |
| 10/2023 | -3.56% | 1.84% | 102.9 | 0 | 0 | 0.2 | 0.32% | 46.4% | 41.7% |
| 09/2023 | -1.25% | 5.6% | 106.6 | 0 | 0.3 | -0.5 | 0.32% | 48.6% | 34.7% |
| 08/2023 | -0.67% | 6.93% | 108.7 | 0 | 0 | 0.8 | 0.32% | 50% | 41.7% |
| 07/2023 | 2.94% | 7.65% | 108.7 | 0 | 0.3 | 0 | 0.32% | 50.8% | 42.2% |
| 06/2023 | 1.83% | 4.58% | 105.9 | 0 | 0.5 | 0 | 0.32% | 48.4% | 32.7% |
| 05/2023 | 0.58% | 2.7% | 104.5 | 0 | 0.1 | 0 | 0.32% | 46.5% | 40% |
| 04/2023 | 1.4% | 2.11% | 104 | 0 | 0 | 0 | 0.32% | 46% | 39.5% |
| 03/2023 | 0.49% | 0.7% | 102.6 | 0 | 0 | -0 | 0.32% | 45.1% | 33.8% |
| 02/2023 | -2.19% | 0.21% | 102.2 | 0 | 0.1 | 0 | 0.32% | 44.4% | 37.2% |
| 01/2023 | 2.45% | 2.45% | 104.6 | 0 | 0.1 | 0 | 0.32% | 44.7% | 38.2% |
| 12/2022 | -1.88% | -9.87% | 102.2 | 0 | 0.3 | -0.1 | 0.28% | 44.7% | 38.5% |
| 11/2022 | 1.36% | -8.14% | 104.6 | 0 | 0.1 | 0 | 0.28% | 45.7% | 37.7% |
| 10/2022 | 2.18% | -9.38% | 103.3 | -0.1 | 0.2 | -0.7 | 0.28% | 43.7% | 37.1% |
| 09/2022 | -4.33% | -11.31% | 102.1 | 0.1 | 0 | 0.1 | 0.28% | 42.1% | 36.2% |
| 08/2022 | -1.54% | -7.29% | 106.6 | -0 | 0.2 | 1.1 | 0.28% | 44.5% | 36.5% |
| 07/2022 | 3.23% | -5.84% | 107.5 | 0 | 0.3 | 1.2 | 0.28% | 45.8% | 38.5% |
| 06/2022 | -2.44% | -8.79% | 103.2 | 0 | 0 | -0.2 | 0.28% | 44.3% | 26% |
| 05/2022 | -2.8% | -6.51% | 106 | 0 | 0.1 | -0.1 | 0.28% | 47% | 39.7% |
| 04/2022 | -1.46% | -3.82% | 109.3 | 0 | 0.1 | -1 | 0.28% | 47.9% | 38.4% |
| 03/2022 | 0.34% | -2.39% | 112 | 0 | 0 | 2.1 | 0.28% | 49.6% | 28.4% |
| 02/2022 | -1.03% | -2.72% | 109.5 | 0 | 0 | 0 | 0.28% | 48% | 40.6% |
| 01/2022 | -1.71% | -1.71% | 110.7 | 0 | 0 | 0 | 0.28% | 48.3% | 40.4% |
| 12/2021 | 1.47% | 12.26% | 112.7 | 0 | 0 | 0.1 | 0.31% | 48.3% | 29% |
| 11/2021 | -0.02% | 10.64% | 111 | 0 | 0.6 | 0.8 | 0.31% | 47.5% | 42.1% |
| 10/2021 | 2.22% | 10.66% | 110.9 | 0 | 0.2 | -0.1 | 0.31% | 47.9% | 42.5% |
| 09/2021 | -0.77% | 8.25% | 108.7 | 0 | 0.1 | 0 | 0.31% | 46.7% | 33.2% |
| 08/2021 | 1.44% | 9.09% | 109.7 | -0.1 | 0.9 | -11.9 | 0.31% | 47.9% | 43.3% |
| 07/2021 | 0.49% | 7.55% | 121.1 | 0.1 | 0.2 | -0.8 | 0.31% | 52.4% | 46.9% |
| 06/2021 | 0.66% | 7.02% | 121.4 | -0 | 0.1 | 0.4 | 0.31% | 52.9% | 38.2% |
| 05/2021 | 1% | 6.32% | 120.4 | 0 | 0.5 | 0.2 | 0.31% | 52.2% | 46.7% |
| 04/2021 | 1.84% | 5.27% | 119.5 | 0.1 | 0.4 | -3.4 | 0.31% | 51.7% | 47% |
| 03/2021 | 1.49% | 3.37% | 121 | 0 | 0.3 | -0.5 | 0.31% | 49.4% | 36% |
| 02/2021 | 0.71% | 1.85% | 120 | 0 | 0.5 | 3.6 | 0.31% | 47.1% | 44.5% |
| 01/2021 | 1.13% | 1.13% | 116.1 | 0 | 0 | 0 | 0.31% | 46.6% | 42.5% |
| 12/2020 | 1.78% | 2.99% | 114.9 | 0 | 0.1 | 1.2 | 0.59% | 45.2% | 33.4% |
| 11/2020 | 4.72% | 1.18% | 111.8 | 0 | 0.6 | -0.1 | 0.59% | 43.2% | 41.7% |
| 10/2020 | 0.31% | -3.38% | 107.5 | -0.6 | 0 | 0.4 | 0.59% | 39.8% | 38.9% |
| 09/2020 | -1.7% | -3.67% | 107.4 | 0.6 | 0.1 | 0 | 0.59% | 39.3% | 31.9% |
| 08/2020 | 2.46% | -2.01% | 108.7 | 0 | 0.5 | 0.1 | 0.59% | 39.5% | 39% |
| 07/2020 | 2.36% | -4.36% | 106.5 | 0 | 1.1 | -0.2 | 0.59% | 37.9% | 37.5% |
| 06/2020 | -0.82% | -6.57% | 105.3 | -0.2 | 0.6 | -0 | 0.59% | 38.7% | 33.1% |
| 05/2020 | 1.61% | -5.79% | 107 | 0.2 | 0.1 | 0.2 | 0.59% | 38.9% | 38% |
| 04/2020 | 5.41% | -7.29% | 105.1 | 0 | 0.1 | 0 | 0.59% | 38% | 35.5% |
| 03/2020 | -9.97% | -12.04% | 99.8 | 0 | 0.6 | -0.2 | 0.59% | 36.1% | 29.4% |
| 02/2020 | -2.49% | -2.3% | 111.8 | 0 | 0.4 | 70.4 | 0.59% | 39.7% | 36.5% |
| 01/2020 | 0.19% | 0.19% | 44.7 | 0 | 0.8 | -0.3 | 0.59% | 16.2% | 16.1% |
| 12/2019 | 0.83% | 12.01% | 45.7 | 0 | 0.2 | -0.1 | 0.62% | 16.5% | 15.6% |
| 11/2019 | 0.77% | 11.09% | 45.6 | 0 | 0.6 | -0.8 | 0.62% | 16.1% | 16.1% |
| 10/2019 | 1.22% | 10.24% | 46.6 | 0 | 0 | 0 | 0.62% | 16.8% | 16.2% |
| 09/2019 | 1.29% | 8.91% | 46.1 | 0 | 0.1 | 0.6 | 0.62% | 16.1% | 14.7% |
| 08/2019 | -0.68% | 7.52% | 45 | 0 | 0.1 | 0 | 0.62% | 15.2% | 14.7% |
| 07/2019 | 0.65% | 8.26% | 45.4 | 0 | 2.3 | 0 | 0.62% | 15.7% | 15.3% |
| 06/2019 | 1.89% | 7.56% | 47.4 | -0 | 1.7 | 0 | 0.62% | 17.1% | 15.5% |
| 05/2019 | -0.89% | 5.56% | 48.2 | -0 | 0.1 | 0 | 0.62% | 16.7% | 15.8% |
| 04/2019 | 1.7% | 6.51% | 48.7 | -0.3 | 0.1 | 0.2 | 0.62% | 17.6% | 16.8% |
| 03/2019 | 0.68% | 4.73% | 48.2 | 0.4 | 0.2 | -0.2 | 0.62% | 17% | 15.4% |
| 02/2019 | 1.21% | 4.02% | 47.9 | 0 | 0.6 | 0.2 | 0.62% | 17.2% | 16% |
| 01/2019 | 2.78% | 2.78% | 47.7 | 0 | 0.4 | 0 | 0.62% | 17.1% | 16.1% |
| 12/2018 | -2.83% | -1.35% | 46.8 | 0 | 0.1 | -1.2 | 0.69% | 16.5% | 14.5% |
| 11/2018 | 0.34% | 1.52% | 49.5 | 0 | 0.7 | -0.7 | 0.69% | 17.5% | 17.2% |
| 10/2018 | -1.75% | 1.18% | 50.9 | -0.1 | 0.4 | 11.5 | 0.69% | 14.1% | 14.2% |
| 09/2018 | -0.02% | 2.98% | 40.5 | -0.2 | 1.1 | 0.2 | 0.69% | 13.9% | 11.7% |
| 08/2018 | 1.16% | 3% | 41.6 | 0 | 0.2 | 1.9 | 0.69% | 14% | 13.1% |
| 07/2018 | 1.31% | 1.82% | 39.5 | 0.2 | 0.7 | -1.3 | 0.69% | 13.8% | 13.6% |
| 06/2018 | -0.33% | 0.5% | 40.7 | 0 | 0.2 | -0 | 0.69% | 14.4% | 13% |
| 05/2018 | 0.05% | 0.83% | 41.2 | -0.3 | 0.5 | 0.5 | 0.69% | 14.6% | 14% |
| 04/2018 | 0.76% | 0.78% | 41.4 | 0.3 | 0 | -0.2 | 0.69% | 14.9% | 14.1% |
| 03/2018 | -0.36% | 0.02% | 41.1 | 0 | 0.1 | -1.2 | 0.69% | 14.2% | 13% |
| 02/2018 | -1.07% | 0.38% | 42.6 | -0.2 | 0.1 | 0.5 | 0.69% | 15% | 14.3% |
| 01/2018 | 1.47% | 1.47% | 42.9 | 0.2 | 0 | 2.5 | 0.69% | 15% | 13.5% |
| 12/2017 | 0.69% | 7.42% | 39.6 | 0 | 0.1 | 1.1 | 0.72% | 13.8% | 11.5% |
| 11/2017 | 0.68% | 6.68% | 38.3 | 0 | 0.2 | 1.8 | 0.72% | 13.4% | 11.9% |
| 10/2017 | 1.12% | 5.96% | 36.4 | 0 | 0.1 | 0 | 0.72% | 13.2% | 11.4% |
| 09/2017 | 0.44% | 4.79% | 36 | 0 | 0.2 | -0.6 | 0.72% | 12.8% | 10.5% |
| 08/2017 | 0.55% | 4.33% | 36.6 | 0 | 0.1 | -0.1 | 0.72% | 12.6% | 11.5% |
| 07/2017 | 1.21% | 3.76% | 36.6 | -0.1 | 0.1 | 0 | 0.72% | 12.6% | 11.3% |
| 06/2017 | -0.47% | 2.52% | 36.4 | 0.1 | 0.2 | -0 | 0.72% | 12.4% | 10.6% |
| 05/2017 | 0.99% | 3% | 36.7 | 0 | 0 | 1.9 | 0.72% | 12.5% | 11.1% |
| 04/2017 | 1.08% | 1.99% | 34.4 | 0 | 0 | -0.7 | 0.72% | 12% | 10.5% |
| 03/2017 | 0.25% | 0.9% | 34.8 | -0 | 0.1 | 0 | 0.72% | 12.2% | 10.7% |
| 02/2017 | 0.58% | 0.65% | 34.8 | 0 | 0.3 | 0 | 0.72% | 12.2% | 10.8% |
| 01/2017 | 0.07% | 0.07% | 35 | 0 | 0.1 | 0.4 | 0.72% | 12.3% | 11.1% |
| 12/2016 | 1.07% | 3.67% | 34.6 | 0 | 0 | 0 | 0.75% | 12.1% | 11.1% |
| 11/2016 | 0.54% | 2.58% | 34.3 | 0 | 0.1 | 0 | 0.75% | 12.1% | 11.1% |
| 10/2016 | 0.03% | 2.03% | 34.2 | 0 | 0.1 | 0 | 0.75% | 11.9% | 11% |
| 09/2016 | -0.61% | 2% | 34.3 | -0 | 0.2 | -0 | 0.75% | 11.9% | 11.3% |
| 08/2016 | 0.06% | 2.62% | 34.7 | 0 | 0 | -0.3 | 0.75% | 12% | 11.2% |
| 07/2016 | 2.14% | 2.56% | 35 | 0 | 0.1 | -0.9 | 0.75% | 11.9% | 11.4% |
| 06/2016 | -0.33% | 0.41% | 35.3 | 0 | 1 | 0 | 0.75% | 11.9% | 11.5% |
| 05/2016 | 0.38% | 0.74% | 36.3 | 0 | 0.8 | -1.6 | 0.75% | 12.8% | 11.7% |
| 04/2016 | 1.19% | 0.36% | 38.6 | 0 | 0.3 | 0 | 0.75% | 12.6% | 11.3% |
| 03/2016 | 1.27% | -0.82% | 38.4 | 0 | 0.2 | 0.1 | 0.75% | 13% | 11.7% |
| 02/2016 | -0.52% | -2.06% | 38.1 | 0 | 0.4 | -0.1 | 0.75% | 13.3% | 12% |
| 01/2016 | -1.55% | -1.55% | 38.9 | 0 | 0.1 | 0 | 0.75% | 13.6% | 11.9% |
| 12/2015 | -0.89% | 1.73% | 39.6 | 0 | 0 | 0 | 0.78% | 13.1% | 10.3% |
| 11/2015 | -0.28% | 2.65% | 39.9 | 0 | 0.1 | 1.7 | 0.78% | 12.6% | 10% |
| 10/2015 | 2.38% | 2.93% | 38.4 | 0 | 0 | -0.7 | 0.78% | 12.7% | 9.8% |
| 09/2015 | -1.91% | 0.54% | 38.3 | 0 | 0.1 | 0 | 0.78% | 12.1% | 9.3% |
| 08/2015 | -1.42% | 2.5% | 39.2 | 0 | 0.4 | 0 | 0.78% | 12.6% | 9.7% |
| 07/2015 | 1.59% | 3.98% | 40.2 | 0 | 0.5 | 0 | 0.78% | 13% | 9.4% |
| 06/2015 | -2.49% | 2.35% | 40.1 | 0 | 0.1 | 0.1 | 0.78% | 12.4% | 9.1% |
| 05/2015 | 0.44% | 4.96% | 41.2 | -0 | 0.2 | 1.6 | 0.78% | 12.7% | 9.5% |
| 04/2015 | 0.51% | 4.5% | 39.7 | 0 | 0 | -0 | 0.78% | 12.5% | 9.4% |
| 03/2015 | 0.54% | 3.97% | 39.6 | -0.1 | 0.1 | -1.1 | 0.78% | 12.5% | 9.5% |
| 02/2015 | 2.46% | 3.41% | 40.7 | 0.1 | 0.2 | 0 | 0.78% | 12.2% | 9.5% |
| 01/2015 | 0.93% | 0.93% | 39.8 | 0 | 0.2 | 1.1 | 0.78% | 11.7% | 9.2% |
| 12/2014 | -1.63% | 5.47% | 38.6 | 0 | 0.2 | -0.2 | 0.84% | 10.6% | 9% |
| 11/2014 | 1.02% | 7.22% | 39.6 | 0 | 0.4 | 0.4 | 0.84% | 10.7% | 8.9% |
| 10/2014 | 0.13% | 6.13% | 39.2 | 0 | 0 | 0 | 0.84% | 10.4% | 8% |
| 09/2014 | 0.4% | 6% | 39.2 | 0 | 0.1 | 0.1 | 0.84% | 10.3% | 7.9% |
| 08/2014 | 2% | 5.57% | 39 | 0 | 0.6 | 1.1 | 0.84% | 10.1% | 8% |
| 07/2014 | -0.16% | 3.5% | 37.7 | 0 | 0.1 | 1.9 | 0.84% | 9.7% | 7.7% |
| 06/2014 | -0.28% | 3.67% | 36.1 | 0 | 0.2 | 0.2 | 0.84% | 9.8% | 8% |
| 05/2014 | 1.29% | 3.96% | 36.2 | 0 | 0 | 0 | 0.84% | 9.8% | 7.7% |
| 04/2014 | 0.15% | 2.64% | 35.8 | 0 | 0 | 0 | 0.84% | 9.6% | 7.5% |
| 03/2014 | 0.93% | 2.48% | 35.8 | 0 | 1.1 | 0.3 | 0.84% | 9.8% | 7.4% |
| 02/2014 | 1.66% | 1.54% | 36.3 | 0 | 0.1 | 0 | 0.84% | 9.8% | 7.5% |
| 01/2014 | -0.12% | -0.12% | 35.9 | 0 | 0.2 | -2.1 | 0.84% | 10% | 7.1% |
| 12/2013 | -0.38% | 9.26% | 38.3 | 0 | 0.1 | -0.6 | 0.92% | 10.5% | 7.5% |
| 11/2013 | 1.59% | 9.67% | 39.1 | 0 | 0.1 | -1.5 | 0.92% | 10.7% | 7.6% |
| 10/2013 | 1.31% | 7.96% | 40.1 | 0 | 0.1 | -0.4 | 0.92% | 10.3% | 7.3% |
| 09/2013 | 2.17% | 6.56% | 40.1 | 0 | 0.2 | 1.7 | 0.92% | 10% | 7% |
| 08/2013 | -0.74% | 4.3% | 37.8 | 0 | 0.2 | 0.1 | 0.92% | 9.6% | 6.9% |
| 07/2013 | 1.69% | 5.07% | 38.2 | 0 | 0.1 | -0.7 | 0.92% | 9.8% | 6.9% |
| 06/2013 | -1.39% | 3.33% | 38.4 | 0 | 0 | 0.2 | 0.92% | 9.6% | 6.7% |
| 05/2013 | 1.4% | 4.79% | 38.8 | 0 | 0.2 | 0.6 | 0.92% | 10% | 6.9% |
| 04/2013 | 1.13% | 3.34% | 37.9 | 0 | 0.2 | 0 | 0.92% | 9.6% | 6.5% |
| 03/2013 | 0.32% | 2.18% | 37.7 | -0.1 | 0.2 | 0.1 | 0.92% | 9.6% | 6.3% |
| 02/2013 | 1.2% | 1.86% | 37.9 | 0.1 | 0.1 | -0.4 | 0.92% | 9.5% | 6.3% |
| 01/2013 | 0.65% | 0.65% | 37.9 | 0 | 0 | 0 | 0.92% | 9.5% | 6.3% |
| 12/2012 | 0.33% | 11.48% | 37.7 | 0 | 0.3 | 0.1 | 0.98% | 9.2% | 5.9% |
| 11/2012 | 1.17% | 11.11% | 37.8 | 0 | 0.1 | 0.1 | 0.98% | 9.7% | 6.7% |
| 10/2012 | 1.85% | 9.82% | 37.3 | 0 | 0.5 | 0.2 | 0.98% | 9.4% | 6.7% |
| 09/2012 | 1.5% | 7.83% | 37 | 0 | 0.3 | 0.5 | 0.98% | 9.4% | 6.9% |
| 08/2012 | 0.16% | 6.24% | 36.3 | -0.4 | 0.2 | -0.1 | 0.98% | 9.2% | 6.8% |
| 07/2012 | 3.31% | 6.07% | 37.1 | 0.4 | 0.6 | -1.9 | 0.98% | 10.2% | 7.4% |
| 06/2012 | -0.42% | 2.67% | 37.9 | 0 | 0.2 | 1 | 0.98% | 9.9% | 7.4% |
| 05/2012 | -2.19% | 3.1% | 37.3 | 0 | 0.3 | 0.6 | 0.98% | 9.5% | 6.9% |
| 04/2012 | 1.07% | 5.41% | 37.9 | 0 | 0.2 | -0.9 | 0.98% | 10.3% | 7.3% |
| 03/2012 | 0.7% | 4.29% | 38.6 | 0 | 0.3 | 0.3 | 0.98% | 10.2% | 7.4% |
| 02/2012 | 0.66% | 3.57% | 38.3 | -0 | 0.3 | 1 | 0.98% | 10.2% | 8% |
| 01/2012 | 2.89% | 2.89% | 37.4 | 0 | 0.8 | -1.2 | 0.98% | 10.1% | 7.5% |
| 12/2011 | 0.72% | -4.21% | 38.4 | 0 | 0.4 | -4.7 | 1.16% | 10.2% | 7.4% |
| 11/2011 | -1.97% | -4.89% | 43.2 | 0.1 | 0.3 | 1.7 | 1.16% | 10.7% | 7% |
| 10/2011 | 3.17% | -2.98% | 42.7 | 0 | 1 | -0.5 | 1.16% | 11.1% | 7% |
| 09/2011 | -1.72% | -5.96% | 42.9 | 0 | 0.2 | -2.1 | 1.16% | 10.4% | 6.6% |
| 08/2011 | -2.29% | -4.32% | 46.1 | 0 | 0.5 | -1.4 | 1.16% | 11.3% | 6.9% |
| 07/2011 | -0.1% | -2.08% | 49.1 | 0 | 0.3 | 1 | 1.16% | 11.9% | 6.8% |
| 06/2011 | -0.78% | -1.98% | 48.4 | 0 | 0.1 | 3.7 | 1.16% | 11.4% | 6.9% |
| 05/2011 | -1% | -1.21% | 45.3 | 0 | 0.2 | 0.4 | 1.16% | 10.3% | 5.3% |
| 04/2011 | -0.25% | -0.21% | 45.5 | 0 | 0.1 | 0.4 | 1.16% | 10.6% | 5.2% |
| 03/2011 | -0.94% | 0.04% | 45.4 | -0 | 0 | 1.8 | 1.16% | 9.8% | 5.1% |
| 02/2011 | 0.07% | 0.99% | 44.1 | -0.7 | 0.1 | 1.3 | 1.16% | 9.6% | 5.1% |
| 01/2011 | 0.92% | 0.92% | 43.6 | 1 | 0.2 | 0.1 | 1.16% | 9.4% | 4.8% |
| 12/2010 | 0.41% | 10.36% | 42.4 | 1.6 | 0.3 | 0.1 | 1.28% | 8.8% | 4.4% |
| 11/2010 | -0.94% | 9.91% | 40.9 | -0.9 | 0.1 | 1 | 1.28% | 7.9% | 3.5% |
| 10/2010 | 2.58% | 10.95% | 41.4 | 1 | 0.4 | 3.6 | 1.28% | 8.2% | 3.6% |
| 09/2010 | 0.97% | 8.16% | 36.2 | 0 | 0.2 | 0.2 | 1.28% | 7.4% | 3.1% |
| 08/2010 | 1.32% | 7.12% | 35.8 | 0.3 | 0.1 | 1.5 | 1.28% | 6.8% | 3.8% |
| 07/2010 | 2.53% | 5.73% | 33.8 | 0.1 | 0.2 | -0.7 | 1.28% | 6.8% | 3.7% |
| 06/2010 | 0.98% | 3.12% | 33.8 | 0.1 | 0.1 | 1.4 | 1.28% | 6.8% | 3.4% |
| 05/2010 | -1.53% | 2.12% | 32.2 | 0.1 | 0.2 | -0 | 1.28% | 6.1% | 3.3% |
| 04/2010 | -0.7% | 3.7% | 32.9 | 0.1 | 0.2 | 0.2 | 1.28% | 6.3% | 3.2% |
| 03/2010 | 1.26% | 4.43% | 33.2 | 0.1 | 0.1 | 0.6 | 1.28% | 6.5% | 3% |
| 02/2010 | 1.54% | 3.13% | 32.3 | 0.1 | 0.2 | 0.3 | 1.28% | 6.2% | 2.4% |
| 01/2010 | 1.57% | 1.57% | 31.7 | -0.1 | 0.1 | -0.3 | 1.28% | 6.2% | 2.5% |
| 12/2009 | -0.49% | 40.88% | 31.7 | 1 | 0.1 | 0.2 | 1.38% | 5.8% | 2% |
| 11/2009 | 2.11% | 41.58% | 30.8 | 0.1 | 0.3 | -0.1 | 1.38% | 5.7% | 2.4% |
| 10/2009 | 2.17% | 38.65% | 30.5 | 0.2 | 0.1 | 0.6 | 1.38% | 5.4% | 2.2% |
| 09/2009 | 1.2% | 35.71% | 29.2 | 0.1 | 0 | 0 | 1.38% | 5.4% | 2.2% |
| 08/2009 | 1.37% | 34.1% | 28.8 | 0.2 | 0.1 | 0 | 1.38% | 5.2% | 2.2% |
| 07/2009 | 2.31% | 32.28% | 28.3 | 0.1 | 0.1 | 3.1 | 1.38% | 5.1% | 2% |
| 06/2009 | 4.54% | 29.3% | 24.7 | 0.1 | 0.1 | 0.2 | 1.38% | 4.5% | 1.8% |
| 05/2009 | 1.89% | 23.68% | 23.5 | 0.1 | 0.3 | 0.4 | 1.38% | 4.4% | 1.8% |
| 04/2009 | 6.37% | 21.39% | 22.9 | 0.1 | 0.1 | 0.3 | 1.38% | 4.2% | 1.7% |
| 03/2009 | 3.49% | 14.12% | 21.4 | 0.1 | 0.2 | 0.1 | 1.38% | 3.9% | 1.6% |
| 02/2009 | 0.86% | 10.27% | 20.6 | 0.1 | 0.2 | 0.2 | 1.38% | 3.3% | 1.8% |
| 01/2009 | 9.33% | 9.33% | 20.4 | 0.1 | 0.2 | -0.1 | 1.38% | 3.2% | 2% |
| 12/2008 | -2.51% | -26.67% | 18.9 | 1.1 | 0.1 | -3 | 1.43% | 3.4% | 2% |
| 11/2008 | -3.55% | -24.78% | 21.4 | 0.1 | 0.3 | -2.8 | 1.43% | 4.4% | 2.2% |
| 10/2008 | -10.31% | -22.01% | 25.4 | 0.1 | 0.1 | -3.7 | 1.43% | 5.3% | 2.3% |
| 09/2008 | -7.46% | -13.05% | 32.2 | 0.1 | 0 | 0.1 | 1.43% | 7.4% | 2.8% |
| 08/2008 | -0.35% | -6.04% | 34.7 | 0.1 | 0.1 | 0 | 1.43% | 8.6% | 3.1% |
| 07/2008 | -1.93% | -5.71% | 34.8 | 0.2 | 0.1 | 0.7 | 1.43% | 8.6% | 3% |
| 06/2008 | -1.31% | -3.85% | 34.8 | 0.1 | 0.1 | 0.2 | 1.43% | 8.6% | 3% |
| 05/2008 | 1.27% | -2.57% | 35.1 | 0.1 | 0.1 | 0.1 | 1.43% | 8.8% | 2.7% |
| 04/2008 | 1.76% | -3.8% | 34.7 | 0.2 | 0.1 | 0.4 | 1.43% | 8.5% | 2.3% |
| 03/2008 | -3.45% | -5.46% | 33.6 | 0.1 | 0.2 | 0.1 | 1.43% | 8.2% | 2% |
| 02/2008 | 1.27% | -2.08% | 34.8 | 0.1 | 0 | -0.3 | 1.43% | 9.3% | 2% |
| 01/2008 | -3.31% | -3.31% | 34.6 | 0.1 | 0.1 | 0.2 | 1.43% | 9.2% | 2% |
| 12/2007 | -0.3% | 7.77% | 35.7 | 1.2 | 0.1 | 1.2 | 1.48% | - | - |
| 11/2007 | -1.77% | 8.1% | 33.6 | 0.1 | 0 | 0.7 | 1.48% | - | - |
| 10/2007 | 2.36% | 10.04% | 33.4 | 0.2 | 0 | 8.4 | 1.48% | - | - |
| 09/2007 | 1.18% | 7.51% | 24.3 | -0.1 | 0.1 | 3.4 | 1.48% | - | - |
| 08/2007 | -2.87% | 6.25% | 20.8 | -0.6 | 0 | 1.7 | 1.48% | - | - |
| 07/2007 | -0.67% | 9.39% | 20.4 | 1 | 0.3 | 3 | 1.48% | - | - |
| 06/2007 | 1.14% | 10.13% | 16.9 | 0.1 | 0 | 3.5 | 1.48% | - | - |
| 05/2007 | 2.56% | 8.89% | 13.2 | 0.1 | 0.2 | 3.5 | 1.48% | - | - |
| 04/2007 | 2.53% | 6.17% | 9.6 | 0 | 0 | 0 | 1.48% | - | - |
| 03/2007 | 0.34% | 3.55% | 9.3 | -0 | 0 | 0.9 | 1.48% | - | - |
| 02/2007 | 0.91% | 3.2% | 8.4 | 0 | 0 | 0.1 | 1.48% | - | - |
| 01/2007 | 2.27% | 2.27% | 8.2 | -0 | 0 | 0.9 | 1.48% | - | - |
| 12/2006 | 0.22% | 8.15% | 7.1 | 0.6 | 0 | 0.2 | - | - | - |
| 11/2006 | 1.4% | 7.91% | 6.4 | 0 | 0.4 | 0 | - | - | - |
| 10/2006 | 2.19% | 6.42% | 6.6 | 0.1 | 0 | 1.3 | - | - | - |
| 09/2006 | 0.74% | 4.14% | 5.2 | 0 | 0 | 0.1 | - | - | - |
| 08/2006 | 0.94% | 3.37% | 5 | 0 | 0 | 0.5 | - | - | - |
| 07/2006 | 0.63% | 2.41% | 4.5 | 0 | 0 | 0.1 | - | - | - |
| 06/2006 | -1.58% | 1.77% | 4.4 | 0 | 0 | 1.6 | - | - | - |
| 05/2006 | -0.64% | 3.4% | 2.8 | 0 | 0 | 0.5 | - | - | - |
| 04/2006 | 2% | 4.07% | 2.4 | 0 | 0 | 0 | - | - | - |
| 03/2006 | 2.12% | 2.03% | 2.3 | 0 | 0 | 1.4 | - | - | - |
| 02/2006 | -0.95% | -0.09% | 0.9 | 0 | 0 | 0.8 | - | - | - |
| 01/2006 | 0.87% | 0.87% | 0.2 | 0 | 0 | 0 | - | - | - |
| 12/2005 | - | - | 0.2 | 0.2 | 0 | 0 | - | - | - |
| 11/2005 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 10/2005 | - | - | 0 | 0 | 0 | 0 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של מנורה מרכזית לפיצויים כללי?
ב-07/2026: -0.41% לחודש, 5.4% מתחילת השנה, 39.58% ל-3 שנים ו-41.37% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במנורה מרכזית לפיצויים כללי?
0.34% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מנורה מרכזית לפיצויים 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 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.
