כלל תמר מט"ח: תשואה, דמי ניהול וסיכון
הקרן הפסיקה לדווח ב-02/2016 (מוזגה או נסגרה) - הנתונים היסטוריים
כלל תמר מט"ח מנוהלת על ידי כלל פנסיה וגמל בע"מ, בסיווג תגמולים ואישית לפיצויים, פעילה מ-1994; 206 חודשי דיווח מ-01/1999 עד 02/2016.
עובדות מחושבות
- נכסים מנוהלים ב-02/2016: 0 מיליון ש"ח, מקום 291 מתוך 321 בקטגוריה.
- דמי ניהול ממוצעים מהצבירה: 0.67% לשנה (מקום 103 מתוך 184 בקטגוריה, מהנמוך לגבוה), מההפקדות: 0.67%. על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-12,580 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -17.5% בין 07/2007 ל-05/2008.
תשואה שנתית (12 חודשים מלאים)
| שנה | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 11.63% | 6.6% | -5.14% | 1.22% | 8.48% | -0.63% | -0.72% | -4.62% | 8.03% | -3% | 9.81% | 2.39% | -6.03% | 11.37% | -1.23% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2015.
דירוג בקטגוריה תגמולים ואישית לפיצויים (02/2016)
דירוג לפי הנתון בלבד, מתוך 321 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 0 | 291 / 321 |
| דמי ניהול מצבירה (נמוך = 1) | 0.67% | 103 / 184 |
| תשואה מתחילת השנה | - | - |
| תשואה 3 שנים | - | - |
| תשואה 5 שנים | - | - |
| מדד שארפ | - | - |
קרנות דומות בקטגוריה (לפי היקף נכסים)
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 02/2016 | - | - | 0 | 0 | 0 | 0 | 0.67% | - | - |
| 01/2016 | 0% | 0% | 0 | 0 | 0 | 0 | 0.67% | - | - |
| 12/2015 | 0.64% | -1.23% | 15.5 | 0 | 0 | -0.9 | 0.72% | 0% | 3.6% |
| 11/2015 | -0.85% | -1.86% | 16.3 | 0 | 0.1 | -0.7 | 0.72% | 0% | 3.7% |
| 10/2015 | -0.89% | -1.02% | 17.2 | 0 | 0.1 | -0.1 | 0.72% | 0% | 3.6% |
| 09/2015 | -0.24% | -0.13% | 17.5 | 0 | 0.1 | -0.1 | 0.72% | 0% | 3.6% |
| 08/2015 | 3.94% | 0.11% | 17.7 | 0 | 0 | -0.1 | 0.72% | 0.1% | 3.7% |
| 07/2015 | 0.12% | -3.68% | 17.1 | 0 | 0 | -0.1 | 0.72% | 0% | 3.5% |
| 06/2015 | -2.78% | -3.8% | 17.2 | 0 | 0.1 | 0.2 | 0.72% | 0% | 3.5% |
| 05/2015 | -0.19% | -1.05% | 17.5 | 0 | 0 | -0 | 0.72% | 0% | 3.6% |
| 04/2015 | -2% | -0.86% | 17.6 | 0 | 0 | -0.5 | 0.72% | 0% | 3.7% |
| 03/2015 | 0.2% | 1.16% | 18.5 | 0 | 0.4 | 0.3 | 0.72% | 0% | 3.8% |
| 02/2015 | 0.33% | 0.96% | 18.3 | 0 | 0.1 | 0.7 | 0.72% | 0% | 3.8% |
| 01/2015 | 0.63% | 0.63% | 17.9 | 0 | 0 | 0.5 | 0.72% | 0% | 3.8% |
| 12/2014 | -1.25% | 11.37% | 17.3 | 0 | 0.1 | 0.5 | 0.86% | 0.4% | 4.7% |
| 11/2014 | 2.82% | 12.78% | 17 | 0 | 0.2 | -0.1 | 0.86% | 0.3% | 5.2% |
| 10/2014 | 2.8% | 9.68% | 16.8 | 0 | 0 | 0.3 | 0.86% | 0% | 4.8% |
| 09/2014 | 1.71% | 6.7% | 16.1 | 0 | 0 | 1.8 | 0.86% | 0% | 4.7% |
| 08/2014 | 4.35% | 4.9% | 14 | 0 | 0.1 | 0 | 0.86% | 0% | 4.7% |
| 07/2014 | -1.03% | 0.53% | 13.5 | 0 | 0 | -0.3 | 0.86% | 0% | 4.5% |
| 06/2014 | -0.52% | 1.58% | 14 | 0 | 0 | -0.2 | 0.86% | 0% | 4.6% |
| 05/2014 | 0.42% | 2.11% | 14.3 | 0 | 0 | -0.6 | 0.86% | 0.6% | 4.6% |
| 04/2014 | 0.14% | 1.68% | 14.8 | 0 | 0 | -0.1 | 0.86% | 0.6% | 4.6% |
| 03/2014 | -0.34% | 1.54% | 14.9 | 0 | 0 | -0.1 | 0.86% | 0.6% | 4.6% |
| 02/2014 | 1.63% | 1.88% | 15 | 0 | 0.2 | -0.2 | 0.86% | 0.7% | 4.7% |
| 01/2014 | 0.25% | 0.25% | 15.1 | 0 | 0.1 | -0.2 | 0.86% | 0.7% | 4.7% |
| 12/2013 | -1.33% | -6.03% | 15.2 | 0 | 0 | -0.1 | 1.01% | 0.7% | 4.8% |
| 11/2013 | 0.15% | -4.77% | 15.6 | 0 | 0.1 | -0 | 1.01% | 0.6% | 4.9% |
| 10/2013 | 0.43% | -4.91% | 15.7 | 0 | 0 | -0.6 | 1.01% | 0.6% | 5% |
| 09/2013 | -1.23% | -5.32% | 16.2 | 0 | 0.1 | 0 | 1.01% | 0.6% | 4.9% |
| 08/2013 | 1.9% | -4.14% | 16.5 | 0 | 0.1 | -0.2 | 1.01% | 0.6% | 4.9% |
| 07/2013 | -0.68% | -5.92% | 16.5 | 0 | 0.1 | -0.1 | 1.01% | 0.6% | 4.8% |
| 06/2013 | -3.08% | -5.28% | 16.7 | 0 | 0.1 | -0.8 | 1.01% | 0.7% | 4.4% |
| 05/2013 | 0.9% | -2.27% | 18.1 | 0 | 0.1 | -0.3 | 1.01% | 0.7% | 4.9% |
| 04/2013 | -0.29% | -3.14% | 18.4 | 0 | 0 | 0.3 | 1.01% | 0.3% | 4% |
| 03/2013 | -1.63% | -2.86% | 18.2 | 0 | 0.4 | -0 | 1.01% | 0.3% | 4.6% |
| 02/2013 | -1.33% | -1.25% | 18.9 | 0 | 0 | -0.2 | 1.01% | 0.3% | 4.8% |
| 01/2013 | 0.08% | 0.08% | 19.4 | 0 | 0 | 0.2 | 1.01% | 0.3% | 5.2% |
| 12/2012 | -2.44% | 2.39% | 19.3 | 0 | 0 | -0.1 | 1.14% | 0.3% | 5.9% |
| 11/2012 | -1.24% | 4.95% | 19.8 | 0 | 0 | -1.2 | 1.14% | 0.4% | 6.9% |
| 10/2012 | -1.08% | 6.27% | 21.3 | 0 | 0 | -0.4 | 1.14% | 0.4% | 7.1% |
| 09/2012 | -1.36% | 7.43% | 21.9 | 0 | 0.1 | 0.2 | 1.14% | 0.4% | 7.2% |
| 08/2012 | 1.29% | 8.91% | 22.2 | 0 | 0 | 0.2 | 1.14% | 0.2% | 6.3% |
| 07/2012 | 2.78% | 7.53% | 21.7 | 0 | 0.1 | 0.9 | 1.14% | 0.2% | 6.2% |
| 06/2012 | 2.45% | 4.62% | 20.3 | 0 | 0.1 | -0.2 | 1.14% | 0.2% | 5.9% |
| 05/2012 | 1.48% | 2.12% | 20.2 | 0 | 0.1 | -1 | 1.14% | 0.2% | 5.6% |
| 04/2012 | 1.11% | 0.63% | 20.9 | 0 | 0 | 0.1 | 1.14% | 0.2% | 4.7% |
| 03/2012 | -1.45% | -0.48% | 20.6 | 0 | 0 | 0.1 | 1.14% | 0.2% | 4% |
| 02/2012 | 1.26% | 0.99% | 20.8 | 0 | 0 | 2 | 1.14% | 0.2% | 4.2% |
| 01/2012 | -0.27% | -0.27% | 18.5 | 0 | 0 | 0.5 | 1.14% | 0.2% | 4.2% |
| 12/2011 | 1.04% | 9.81% | 18.2 | 0 | 0.2 | -0.2 | 1.06% | 0.2% | 4.1% |
| 11/2011 | 3.11% | 8.68% | 18.4 | 0 | 0.1 | 0.1 | 1.06% | 0.2% | 4% |
| 10/2011 | -1.11% | 5.4% | 17.8 | 0 | 0 | -1.4 | 1.06% | 0.2% | 4.2% |
| 09/2011 | 1.38% | 6.59% | 19.5 | 0 | 0.1 | 0.4 | 1.06% | 0.2% | 4.5% |
| 08/2011 | 3.93% | 5.14% | 18.9 | 0 | 0.3 | 0.5 | 1.06% | 0.2% | 4.8% |
| 07/2011 | 1.3% | 1.16% | 18 | 0 | 0.1 | 0.1 | 1.06% | 0.2% | 4.8% |
| 06/2011 | -0.37% | -0.14% | 17.8 | 0 | 0.1 | -0.2 | 1.06% | 0.2% | 3.1% |
| 05/2011 | 0.63% | 0.23% | 18.1 | 0 | 0.1 | -0.8 | 1.06% | 0.2% | 3.5% |
| 04/2011 | -0.01% | -0.39% | 18.9 | 0 | 0.1 | -0.2 | 1.06% | 0.2% | 3.6% |
| 03/2011 | -2.86% | -0.38% | 19.2 | 0 | 0.1 | -0 | 1.06% | 0.2% | 3.4% |
| 02/2011 | -1.97% | 2.55% | 19.9 | 0 | 0 | -0.2 | 1.06% | 0.2% | 3.6% |
| 01/2011 | 4.61% | 4.61% | 20.6 | 0 | 0 | 0.2 | 1.06% | 0.2% | 3.3% |
| 12/2010 | -2.5% | -3% | 19.5 | 0 | 0.1 | -0.1 | 1.06% | 0% | 3% |
| 11/2010 | -0.88% | -0.51% | 20.2 | 0 | 0 | -0.4 | 1.06% | 0% | 3% |
| 10/2010 | -0.01% | 0.37% | 20.8 | 0 | 0.2 | -0.7 | 1.06% | 0% | 3.5% |
| 09/2010 | -1.55% | 0.38% | 21.8 | 0 | 0.4 | -0.8 | 1.06% | 0% | 3.5% |
| 08/2010 | 0.93% | 1.96% | 23.3 | 0 | 0.1 | -0.5 | 1.06% | 0% | 3.5% |
| 07/2010 | 0.49% | 1.02% | 23.7 | 0 | 0.1 | 0 | 1.06% | 0% | 3.7% |
| 06/2010 | 2.01% | 0.53% | 23.6 | 0 | 0.2 | -0.4 | 1.06% | 0% | 3.7% |
| 05/2010 | 1.37% | -1.45% | 23.6 | 0 | 0.1 | -0.3 | 1.06% | 0% | 3.7% |
| 04/2010 | 0.17% | -2.78% | 23.8 | 0 | 0.1 | -0 | 1.06% | 0% | 3.8% |
| 03/2010 | -1.27% | -2.95% | 23.8 | 0 | 0 | -0.7 | 1.06% | 0% | 3.8% |
| 02/2010 | 0.08% | -1.7% | 25 | 0 | 0 | -0.1 | 1.06% | 0% | 5.1% |
| 01/2010 | -1.78% | -1.78% | 25.2 | 0 | 0 | 0.1 | 1.06% | 0% | 3.7% |
| 12/2009 | -2.4% | 8.03% | 25.6 | 0 | 0.3 | -0.4 | 1.17% | -0.1% | 2.6% |
| 11/2009 | 2.4% | 10.68% | 27 | 0 | 0.2 | -0.9 | 1.17% | 0.9% | 3.1% |
| 10/2009 | 0.69% | 8.09% | 27.4 | 0 | 0.2 | -0.8 | 1.17% | 0.5% | 7.3% |
| 09/2009 | 0.48% | 7.35% | 28.1 | 0 | 0.2 | -1.4 | 1.17% | 0.4% | 3.6% |
| 08/2009 | 1.07% | 6.83% | 29.7 | 0 | 0.1 | -1.1 | 1.17% | 0.6% | 4.1% |
| 07/2009 | -2.93% | 5.7% | 30.5 | 0 | 0.2 | -0.9 | 1.17% | 0.5% | 4.1% |
| 06/2009 | -0.14% | 8.89% | 32.6 | 0 | 0 | 0.1 | 1.17% | 0.4% | 3.3% |
| 05/2009 | -3.08% | 9.05% | 32.5 | 0 | 0.4 | 0.9 | 1.17% | 0.5% | 3.2% |
| 04/2009 | 0.26% | 12.51% | 33 | 0 | 0.1 | 0.6 | 1.17% | 0.4% | 2.8% |
| 03/2009 | 2.09% | 12.22% | 32.4 | 0 | 0.8 | 0.1 | 1.17% | 0.3% | 2.7% |
| 02/2009 | 3.04% | 9.92% | 31.7 | 0 | 0.1 | 0.4 | 1.17% | -0.4% | 2.8% |
| 01/2009 | 6.68% | 6.68% | 30.5 | 0 | 0.1 | 0 | 1.17% | -0.1% | 2.8% |
| 12/2008 | 0.15% | -4.62% | 28.8 | 0.1 | 0.2 | -1.1 | 0.81% | 0.4% | 2.7% |
| 11/2008 | 3.7% | -4.76% | 29.9 | 0 | 0.3 | -0 | 0.81% | 11.6% | 3.7% |
| 10/2008 | 2.97% | -8.16% | 29.2 | 0 | 0.3 | -0.9 | 0.81% | 9.8% | 3.7% |
| 09/2008 | -5.31% | -10.81% | 29.5 | 0 | 0.4 | 0.1 | 0.81% | 10% | 4% |
| 08/2008 | 0.69% | -5.81% | 31.5 | 0 | 0 | -0.8 | 0.81% | 15.3% | 4.3% |
| 07/2008 | 3.54% | -6.45% | 32.1 | 0 | 0.3 | -0.3 | 0.81% | 13.5% | - |
| 06/2008 | 2.54% | -9.65% | 31.6 | 0 | 0.2 | -0.6 | 0.81% | 10.2% | - |
| 05/2008 | -5.08% | -11.89% | 31.6 | 0 | 0 | -0.4 | 0.81% | 10.3% | 4% |
| 04/2008 | -3.72% | -7.17% | 33.7 | 0 | 0.1 | 0.3 | 0.81% | 11.6% | 2.9% |
| 03/2008 | 1.03% | -3.59% | 34.8 | 0.1 | 1.4 | 0.3 | 0.81% | 12.3% | 2.9% |
| 02/2008 | 0.91% | -4.57% | 35.5 | 0 | 0.1 | 0.1 | 0.81% | 13.2% | 2.8% |
| 01/2008 | -5.43% | -5.43% | 35.1 | 0.1 | 0.4 | 0 | 0.81% | 13% | 2.6% |
| 12/2007 | -0.05% | -0.72% | 37.5 | 0.1 | 0.1 | -0.4 | 0.75% | - | - |
| 11/2007 | -2.25% | -0.67% | 37.8 | 0 | 0.3 | 0.7 | 0.75% | - | - |
| 10/2007 | 0.25% | 1.62% | 38.3 | 0.5 | 0.6 | 0 | 0.75% | - | - |
| 09/2007 | -0.49% | 1.37% | 38.3 | 0 | 0 | -0.2 | 0.75% | - | - |
| 08/2007 | -3.96% | 1.86% | 38.7 | 0 | 0.1 | -1.1 | 0.75% | - | - |
| 07/2007 | 1.88% | 6.06% | 41.5 | 0.1 | 0.2 | -1.6 | 0.75% | - | - |
| 06/2007 | 5.69% | 4.11% | 42.4 | 0 | 0.1 | -0.3 | 0.75% | - | - |
| 05/2007 | -0.03% | -1.5% | 40.5 | 0.1 | 0.1 | -0.3 | 0.75% | - | - |
| 04/2007 | -1.99% | -1.47% | 40.8 | 0 | 0.2 | -0.2 | 0.75% | - | - |
| 03/2007 | -0.06% | 0.53% | 42.1 | 0.7 | 0.5 | -0 | 0.75% | - | - |
| 02/2007 | -0.57% | 0.59% | 41.9 | 0 | 0.1 | -0.5 | 0.75% | - | - |
| 01/2007 | 1.17% | 1.17% | 42.7 | 0 | 0.3 | -0.7 | 0.75% | - | - |
| 12/2006 | -0.13% | -0.63% | 43.1 | 0.3 | 0.2 | -1.4 | 0.73% | - | - |
| 11/2006 | 0.5% | -0.5% | 44.5 | 0 | 0 | 0.7 | 0.73% | - | - |
| 10/2006 | 0.17% | -1% | 43.6 | 0 | 0.1 | -0.2 | 0.73% | - | - |
| 09/2006 | -1.5% | -1.17% | 43.9 | 0.1 | 0.3 | -0.5 | 0.73% | - | - |
| 08/2006 | 0.16% | 0.34% | 45.4 | 0.1 | 0.5 | -0 | 0.73% | - | - |
| 07/2006 | -1.16% | 0.18% | 45.7 | 0 | 0.1 | -0.9 | 0.73% | - | - |
| 06/2006 | -0.74% | 1.36% | 47.3 | 0 | 0.1 | -0.6 | 0.73% | - | - |
| 05/2006 | 1.91% | 2.11% | 48.2 | 0 | 0.6 | -1.8 | 0.73% | - | - |
| 04/2006 | -2.9% | 0.2% | 49.7 | 0 | 0.3 | -1.8 | 0.73% | - | - |
| 03/2006 | -0.04% | 3.19% | 53.3 | 0 | 0.4 | -0.2 | 0.73% | - | - |
| 02/2006 | 0.9% | 3.23% | 53.9 | 0.1 | 0.1 | 1.6 | 0.73% | - | - |
| 01/2006 | 2.31% | 2.31% | 51.8 | 0 | 0.9 | -0.6 | 0.73% | - | - |
| 12/2005 | -1.21% | 8.48% | 52.2 | 0.9 | 0.3 | -3.1 | 0.69% | - | - |
| 11/2005 | 0.48% | 9.8% | 55.6 | 0.2 | 0.3 | 0.1 | 0.69% | - | - |
| 10/2005 | 1.48% | 9.28% | 55.4 | 0.1 | 0.4 | -0.4 | 0.69% | - | - |
| 09/2005 | 1.27% | 7.69% | 55.7 | 0.2 | 0.1 | -0.6 | 0.69% | - | - |
| 08/2005 | 0.5% | 6.33% | 55.6 | 0.2 | 0.4 | -0.5 | 0.69% | - | - |
| 07/2005 | -0.84% | 5.81% | 56.1 | 0.5 | 0.3 | 1 | 0.69% | - | - |
| 06/2005 | 3.57% | 6.7% | 55.5 | 5.5 | 0.6 | 0 | 0.69% | - | - |
| 05/2005 | 1.03% | 3.02% | 48.8 | 0.1 | 0.2 | -1.5 | 0.69% | - | - |
| 04/2005 | 0.28% | 1.97% | 49.9 | 0.1 | 0.9 | -0.8 | 0.69% | - | - |
| 03/2005 | -0.19% | 1.69% | 51.4 | 0.2 | 0.2 | -2.5 | 0.69% | - | - |
| 02/2005 | 0.16% | 1.88% | 54 | 0.3 | 0.8 | -0.8 | 0.69% | - | - |
| 01/2005 | 1.72% | 1.72% | 55.2 | 0.1 | 0.2 | 0.2 | 0.69% | - | - |
| 12/2004 | -0.61% | 1.22% | 54.2 | 0.5 | 0.3 | -1.2 | 0.73% | - | - |
| 11/2004 | -1.37% | 1.84% | 55.5 | 0.2 | 0.4 | -1 | 0.73% | - | - |
| 10/2004 | 0.26% | 3.26% | 57.5 | 1.3 | 1.8 | -0 | 0.73% | - | - |
| 09/2004 | -0.46% | 2.99% | 57.9 | 0.8 | 1.2 | -0 | 0.73% | - | - |
| 08/2004 | 0.43% | 3.47% | 58.5 | 0.2 | 0.2 | 0.1 | 0.73% | - | - |
| 07/2004 | 0.29% | 3.02% | 58.2 | 1.1 | 1.2 | -0.7 | 0.73% | - | - |
| 06/2004 | -1.38% | 2.73% | 58.9 | 0.3 | 1.2 | -2.4 | 0.73% | - | - |
| 05/2004 | -0.26% | 4.16% | 63.1 | 0.4 | 0.6 | 0.1 | 0.73% | - | - |
| 04/2004 | 0.85% | 4.44% | 63.4 | 0.2 | 0.3 | 0.1 | 0.73% | - | - |
| 03/2004 | 1.34% | 3.56% | 62.7 | 0.3 | 0.8 | 1.2 | 0.73% | - | - |
| 02/2004 | 0.31% | 2.19% | 61.3 | 0.4 | 0.6 | 3.4 | 0.73% | - | - |
| 01/2004 | 1.87% | 1.87% | 57.8 | 0.5 | 0.8 | 0.6 | 0.73% | - | - |
| 12/2003 | -1.06% | -5.14% | 56.5 | 0.6 | 0.5 | 0.4 | 0.72% | - | - |
| 11/2003 | -0.73% | -4.12% | 56.8 | 0.6 | 0.6 | 1.1 | 0.72% | - | - |
| 10/2003 | 1.22% | -3.42% | 56.1 | 0.2 | 0.2 | 0.3 | 0.72% | - | - |
| 09/2003 | 0.42% | -4.58% | 55.2 | 0.7 | 0.8 | 0.3 | 0.72% | - | - |
| 08/2003 | 0.05% | -4.98% | 54.8 | 0.5 | 0.7 | 3.1 | 0.72% | - | - |
| 07/2003 | 2.66% | -5.03% | 51.9 | 0.2 | 0.6 | -0 | 0.72% | - | - |
| 06/2003 | -1.94% | -7.49% | 51 | 0.1 | 0.9 | -1 | 0.72% | - | - |
| 05/2003 | -2.32% | -5.66% | 53.8 | 0.6 | 1 | -0.6 | 0.72% | - | - |
| 04/2003 | -3.04% | -3.42% | 56.1 | 0.2 | 0.4 | 0.4 | 0.72% | - | - |
| 03/2003 | -2.68% | -0.39% | 57.7 | 0.3 | 0.4 | 0.8 | 0.72% | - | - |
| 02/2003 | 0.87% | 2.35% | 58.5 | 0.8 | 1.5 | 2.3 | 0.72% | - | - |
| 01/2003 | 1.47% | 1.47% | 56.6 | 0.3 | 0.8 | 2.6 | 0.72% | - | - |
| 12/2002 | 3.45% | 6.6% | 53.7 | 1.2 | 2.1 | 1.6 | 0.7% | - | - |
| 11/2002 | -2.64% | 3.05% | 51.4 | 0.1 | 2.9 | 1 | 0.7% | - | - |
| 10/2002 | -1.4% | 5.84% | 54.5 | 0.4 | 1.1 | 3.4 | 0.7% | - | - |
| 09/2002 | 4.09% | 7.35% | 52.5 | 1 | 2.4 | 2 | 0.7% | - | - |
| 08/2002 | -0.59% | 3.13% | 49.9 | 0.2 | 1.3 | 0.4 | 0.7% | - | - |
| 07/2002 | -1.25% | 3.74% | 50.9 | 2.1 | 0.6 | -2.5 | 0.7% | - | - |
| 06/2002 | -3.41% | 5.05% | 52.6 | 0.7 | 2.6 | 4.4 | 0.7% | - | - |
| 05/2002 | 0.09% | 8.76% | 51.8 | 0.1 | 0.7 | 9 | 0.7% | - | - |
| 04/2002 | 2.52% | 8.66% | 43.4 | 1 | 1.4 | 3.8 | 0.7% | - | - |
| 03/2002 | 2.02% | 5.99% | 39 | 1.2 | 1 | 0.8 | 0.7% | - | - |
| 02/2002 | 0.43% | 3.89% | 37.2 | 2 | 0.9 | 2.6 | 0.7% | - | - |
| 01/2002 | 3.45% | 3.45% | 33.5 | 2.1 | 0.7 | 2.9 | 0.7% | - | - |
| 12/2001 | 4.98% | 11.63% | 28.1 | 3.8 | 2.3 | 1 | 0.5% | - | - |
| 11/2001 | -1.14% | 6.33% | 24.4 | 1.8 | 0.8 | -1.4 | 0.5% | - | - |
| 10/2001 | -1.26% | 7.56% | 25.1 | 1.4 | 0.1 | 3.7 | 0.5% | - | - |
| 09/2001 | 2.32% | 8.93% | 20.4 | 7.7 | 0.4 | 0 | 0.5% | - | - |
| 08/2001 | 1.46% | 6.46% | 12.9 | 3.1 | 0.2 | 0 | 0.5% | - | - |
| 07/2001 | 1.24% | 4.93% | 9.8 | 0.9 | 0.9 | 0 | 0.5% | - | - |
| 06/2001 | 0.97% | 3.64% | 9.7 | 1.7 | 0.1 | 0 | 0.5% | - | - |
| 05/2001 | 0.34% | 2.65% | 8.1 | 3.1 | 0 | -0 | 0.5% | - | - |
| 04/2001 | -1.34% | 2.3% | 5 | 1.2 | 0.1 | 0 | 0.5% | - | - |
| 03/2001 | 1.67% | 3.69% | 3.9 | 2.1 | 0.1 | 0 | 0.5% | - | - |
| 02/2001 | 0.29% | 1.98% | 1.9 | 1.3 | 0.1 | 0 | 0.5% | - | - |
| 01/2001 | 1.69% | 1.69% | 0.6 | 0.2 | 0 | 0 | 0.5% | - | - |
| 12/2000 | -0.35% | - | 0.4 | 0.1 | 0 | 0 | 0.84% | - | - |
| 11/2000 | 0.38% | - | 0.4 | 0.1 | 0 | 0 | 0.84% | - | - |
| 10/2000 | 1.79% | - | 0.3 | 0.1 | 0 | 0 | 0.84% | - | - |
| 09/2000 | 1.13% | - | 0.2 | 0 | 0.3 | 0 | 0.84% | - | - |
| 08/2000 | 0.59% | - | 0.5 | 0 | 0.6 | 0 | 0.84% | - | - |
| 07/2000 | 0.65% | - | 1 | 0 | 0 | 0.2 | 0.84% | - | - |
| 06/2000 | - | - | 0.8 | 0.7 | 0 | -0 | 0.84% | - | - |
| 05/2000 | - | - | 0.2 | 0.2 | 0 | 0 | 0.84% | - | - |
| 04/2000 | - | - | 15 | 1.6 | 0.4 | 0.3 | 0.84% | - | - |
| 03/2000 | - | - | 13.7 | 0.9 | 1 | 0.2 | 0.84% | - | - |
| 02/2000 | - | - | 13.7 | 0.5 | 0.1 | -0.5 | 0.84% | - | - |
| 01/2000 | - | - | 13.5 | 1.1 | 0.5 | 0.3 | 0.84% | - | - |
| 12/1999 | - | - | 12.6 | 2.6 | 0.6 | 0.5 | - | - | - |
| 11/1999 | - | - | 10 | 1.3 | 0.2 | 0 | - | - | - |
| 10/1999 | - | - | 8.7 | 0.2 | 0.2 | 0.1 | - | - | - |
| 09/1999 | - | - | 8.6 | 0.2 | 0.4 | 0.3 | - | - | - |
| 08/1999 | - | - | 8.4 | 0.5 | 0.4 | -0.1 | - | - | - |
| 07/1999 | - | - | 8.4 | 0.4 | 0.2 | 0 | - | - | - |
| 06/1999 | - | - | 8.1 | 0.6 | 0.5 | -0 | - | - | - |
| 05/1999 | - | - | 7.9 | 0.1 | 0.2 | 0.1 | - | - | - |
| 04/1999 | - | - | 7.8 | 0.4 | 0.3 | 0.6 | - | - | - |
| 03/1999 | - | - | 7 | 0.1 | 0.5 | 0 | - | - | - |
| 02/1999 | - | - | 7.1 | 0.1 | 0.2 | 0.1 | - | - | - |
| 01/1999 | - | - | 7.2 | 0.1 | 0.1 | 0 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של כלל תמר מט"ח?
ב-02/2016: - לחודש, - מתחילת השנה, - ל-3 שנים ו-- ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בכלל תמר מט"ח?
0.67% לשנה מהצבירה בממוצע ו-0.67% מההפקדות. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם כלל תמר מט"ח 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.
שטר הוא אתר פרטי, לא רשמי. הנתונים מוצגים כמות שהם; במקרה של סתירה, רק הפרסום הרשמי ייחשב כנכון. מצאת טעות? בקשת תיקון.
