מיטב פיצויים סלע: תשואה, דמי ניהול וסיכון
מיטב פיצויים סלע מנוהלת על ידי מיטב גמל ופנסיה בע"מ, בסיווג מרכזית לפיצויים, פעילה מ-2007; 224 חודשי דיווח מ-12/2007 עד 07/2026.
עובדות מחושבות
- נכסים מנוהלים ב-07/2026: 21 מיליון ש"ח, מקום 38 מתוך 53 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 23.3%, מקום 25 מתוך 46 בקטגוריה; ל-3 שנים: 20.72% (מקום 28 מתוך 46).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 12,330 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 14,384 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.72% לשנה (מקום 42 מתוך 53 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-13,456 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -5% בין 12/2021 ל-09/2022.
- סטיית תקן: 3.11; מדד שארפ: 0.53 (מקום 24 מתוך 46); חשיפה למניות 1.9%, לחו"ל 3.2%, למט"ח 2.4%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 7.76% | 17.64% | 6.63% | 0.59% | 6.65% | 4.35% | 4.87% | 0.67% | 1.93% | 3.62% | -0.19% | 7.57% | 1.82% | 5.63% | -4.27% | 6.82% | 7.18% | 7.5% |
כל שנה קישור לעמוד עם 12 החודשים המלאים; 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) | 21 | 38 / 53 |
| דמי ניהול מצבירה (נמוך = 1) | 0.72% | 42 / 53 |
| תשואה מתחילת השנה | 2.48% | 32 / 46 |
| תשואה 3 שנים | 20.72% | 28 / 46 |
| תשואה 5 שנים | 23.3% | 25 / 46 |
| מדד שארפ | 0.53 | 24 / 46 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- אלטשולר שחם פיצויים כספי (שקלי) 18 מ' ש"ח
- הפניקס מרכזית לפיצויים מחקה מדדי אג"ח 18 מ' ש"ח
- הפניקס מרכזית לפיצויים צמוד מדד 17 מ' ש"ח
- אינפיניטי פיצויים סל אג"ח 17 מ' ש"ח
- הפניקס מרכזית לפיצויים מחקה מדדי מניות 17 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.2% | 2.48% | 20.5 | 0 | 0 | 0 | 0.72% | 1.9% | 3.2% |
| 06/2026 | 0.7% | 2.68% | 20.6 | 0 | 0.1 | 0 | 0.72% | 1.9% | 3.1% |
| 05/2026 | 0.97% | 1.97% | 20.5 | 0 | 0.1 | 0 | 0.72% | 1.9% | 2.9% |
| 04/2026 | 1.26% | 0.99% | 20.5 | 0 | 0 | 0 | 0.72% | 1.9% | 3% |
| 03/2026 | -1.22% | -0.27% | 20.2 | 0 | 0 | 0 | 0.72% | 1.9% | 3% |
| 02/2026 | 0.36% | 0.96% | 20.5 | 0 | 0 | 2.5 | 0.72% | 1.8% | 3% |
| 01/2026 | 0.6% | 0.6% | 17.9 | 0 | 0.2 | 0 | 0.72% | 1.6% | 2.5% |
| 12/2025 | 0.3% | 7.5% | 18 | 0 | 0.2 | 0 | 0.62% | 1.7% | 2.6% |
| 11/2025 | 0.34% | 7.18% | 18.1 | 0 | 0 | 0 | 0.62% | 1.8% | 2.7% |
| 10/2025 | 1.05% | 6.82% | 18.1 | 0 | 0.8 | 0 | 0.62% | 1.9% | 3% |
| 09/2025 | 1.01% | 5.71% | 18.7 | 0 | 0 | 0 | 0.62% | 1.9% | 3.1% |
| 08/2025 | 0.75% | 4.65% | 18.5 | 0 | 0 | -0.5 | 0.62% | 1.9% | 3.3% |
| 07/2025 | 0.48% | 3.87% | 18.9 | 0 | 0.1 | 0 | 0.62% | 1.8% | 3.4% |
| 06/2025 | 1.83% | 3.37% | 18.9 | 0 | 0 | 0 | 0.62% | 1.8% | 3.4% |
| 05/2025 | -0.02% | 1.52% | 18.6 | 0 | 0 | 0 | 0.62% | 1.7% | 3.4% |
| 04/2025 | 0.63% | 1.54% | 18.6 | 0 | 0 | 0 | 0.62% | 1.6% | 3% |
| 03/2025 | -0.13% | 0.9% | 18.5 | 0 | 0 | 0 | 0.62% | 1.6% | 3.2% |
| 02/2025 | 0.57% | 1.03% | 18.5 | 0 | 0 | 0 | 0.62% | 1.6% | 3.1% |
| 01/2025 | 0.46% | 0.46% | 18.4 | 0 | 1 | 0 | 0.62% | 1.6% | 3.4% |
| 12/2024 | 0.61% | 7.18% | 19.3 | 0 | 0 | -0.5 | 0.57% | 1.8% | 3.6% |
| 11/2024 | 1.4% | 6.53% | 19.7 | 0 | 0 | 0 | 0.57% | 1.8% | 3.7% |
| 10/2024 | 0.09% | 5.06% | 19.5 | 0 | 0 | -7.3 | 0.57% | 1.7% | 3.3% |
| 09/2024 | 0.99% | 4.97% | 26.8 | 0 | 0 | 0 | 0.57% | 2.6% | 4.1% |
| 08/2024 | 1.05% | 3.94% | 26.6 | 0 | 0 | 0 | 0.57% | 2.5% | 4.2% |
| 07/2024 | 1.3% | 2.86% | 26.3 | 0 | 0 | 0 | 0.57% | 2.5% | 4.7% |
| 06/2024 | 0.64% | 1.54% | 26 | 0 | 0.1 | 0 | 0.57% | 2.5% | 4.7% |
| 05/2024 | 0.25% | 0.89% | 25.9 | 0 | 0.1 | 0 | 0.57% | 2.5% | 5.2% |
| 04/2024 | -0.9% | 0.64% | 25.9 | 0 | 0 | 0 | 0.57% | 2.4% | 5.5% |
| 03/2024 | 0.99% | 1.56% | 26.2 | 0 | 0 | 0 | 0.57% | 2.5% | 5.6% |
| 02/2024 | 0.44% | 0.56% | 25.9 | 0 | 0 | 0.4 | 0.57% | 2.5% | 5.3% |
| 01/2024 | 0.12% | 0.12% | 25.4 | 0 | 0 | 0 | 0.57% | 2.4% | 5.3% |
| 12/2023 | 1.83% | 6.82% | 25.4 | 0 | 0 | 0 | 0.58% | 2.4% | 5.4% |
| 11/2023 | 2.41% | 4.9% | 25 | 0 | 0.4 | 0 | 0.58% | 2.3% | 5.4% |
| 10/2023 | -1.22% | 2.43% | 24.8 | 0 | 0 | 0 | 0.58% | 2.2% | 5.6% |
| 09/2023 | -1.04% | 3.7% | 25.1 | 0 | 0 | 0 | 0.58% | 2.3% | 5.4% |
| 08/2023 | 0.29% | 4.79% | 25.4 | 0 | 0 | 0 | 0.58% | 2.4% | 5.1% |
| 07/2023 | 0.88% | 4.48% | 25.3 | 0 | 0.4 | 0 | 0.58% | 2.4% | 4.9% |
| 06/2023 | 1.11% | 3.57% | 25.5 | 0 | 0 | 0 | 0.58% | 2.3% | 4.6% |
| 05/2023 | 0.97% | 2.44% | 25.3 | 0 | 0 | 0 | 0.58% | 2.3% | 4.2% |
| 04/2023 | 0.82% | 1.45% | 25 | 0 | 0 | 0 | 0.58% | 2.2% | 3.9% |
| 03/2023 | 0.65% | 0.63% | 24.9 | 0 | 0 | 0 | 0.58% | 2.2% | 3.9% |
| 02/2023 | -1.52% | -0.02% | 24.7 | 0 | 0 | 0 | 0.58% | 2.2% | 3.8% |
| 01/2023 | 1.52% | 1.52% | 25.1 | 0 | 0 | 0 | 0.58% | 2.3% | 3.4% |
| 12/2022 | -0.7% | -4.27% | 24.8 | 0 | 0.4 | 0 | 0.57% | 2.1% | 3.9% |
| 11/2022 | 0.63% | -3.59% | 25.4 | 0 | 0.1 | -0.1 | 0.57% | 2.1% | 3.8% |
| 10/2022 | 0.87% | -4.19% | 25.4 | 0 | 4.4 | 0 | 0.57% | 2.1% | 3.6% |
| 09/2022 | -1.59% | -5.02% | 29.6 | 0 | 0 | 0 | 0.57% | 2.5% | 3.5% |
| 08/2022 | -0.82% | -3.49% | 30.1 | 0 | 0.1 | -0.2 | 0.57% | 2.7% | 3.3% |
| 07/2022 | 1.49% | -2.69% | 30.7 | 0 | 0 | 0 | 0.57% | 2.8% | 3.3% |
| 06/2022 | -0.29% | -4.12% | 30.3 | 0 | 0.1 | 0 | 0.57% | 2.7% | 4.3% |
| 05/2022 | -1.8% | -3.84% | 30.4 | 0 | 0.4 | 0.7 | 0.57% | 2.6% | 4.3% |
| 04/2022 | -0.41% | -2.08% | 30.7 | 0 | 0 | 0.5 | 0.57% | 2.8% | 4.3% |
| 03/2022 | -0.07% | -1.67% | 30.4 | 0 | 0.2 | 0 | 0.57% | 2.9% | 4.2% |
| 02/2022 | -0.69% | -1.6% | 30.6 | 0 | 0 | 0.2 | 0.57% | 2.9% | 4.1% |
| 01/2022 | -0.92% | -0.92% | 30.6 | 0 | 0.8 | 0 | 0.57% | 2.9% | 4% |
| 12/2021 | 0.1% | 5.63% | 31.8 | 0 | 0.1 | 0 | 0.65% | 3% | 4.1% |
| 11/2021 | 0.47% | 5.53% | 31.9 | 0 | 0 | 0 | 0.65% | 3.1% | 4.3% |
| 10/2021 | 0.9% | 5.04% | 31.8 | 0 | 0.4 | 0 | 0.65% | 3.1% | 4.3% |
| 09/2021 | -0.14% | 4.1% | 31.9 | 0 | 0.1 | 0 | 0.65% | 2.9% | 4.3% |
| 08/2021 | 0.77% | 4.24% | 32 | 0 | 0.6 | 0 | 0.65% | 3.1% | 4.6% |
| 07/2021 | 0.43% | 3.45% | 32.4 | 0 | 0.1 | 0 | 0.65% | 3.1% | 4.5% |
| 06/2021 | 0.47% | 3% | 32.3 | 0 | 0.3 | 0 | 0.65% | 3.1% | 4.3% |
| 05/2021 | 0.57% | 2.52% | 32.5 | 0 | 0.2 | 0 | 0.65% | 3.2% | 4.2% |
| 04/2021 | 0.53% | 1.94% | 32.6 | 0 | 0 | 0 | 0.65% | 3.2% | 4.3% |
| 03/2021 | 0.91% | 1.4% | 32.4 | 0 | 0 | 0 | 0.65% | 3.2% | 4.2% |
| 02/2021 | -0.03% | 0.49% | 32.2 | 0 | 0.1 | 0 | 0.65% | 3.2% | 4.2% |
| 01/2021 | 0.52% | 0.52% | 32.2 | 0 | 0.2 | -0.1 | 0.65% | 3.1% | 4.2% |
| 12/2020 | 0.73% | 1.82% | 32.3 | 0 | 0.4 | 10.8 | 0.68% | 3.3% | 4.1% |
| 11/2020 | 1.8% | 1.08% | 21.4 | 0 | 0.1 | -0.2 | 0.68% | 2.1% | 2.4% |
| 10/2020 | -0.1% | -0.7% | 21.3 | 0 | 0.2 | 0 | 0.68% | 1.9% | 2.3% |
| 09/2020 | -0.9% | -0.6% | 21.5 | 0 | 0 | 0 | 0.68% | 1.9% | 2.3% |
| 08/2020 | 1.24% | 0.3% | 21.7 | 0 | 0.2 | 0 | 0.68% | 1.9% | 2.3% |
| 07/2020 | 0.84% | -0.93% | 21.7 | 0 | 0.4 | 0 | 0.68% | 1.9% | 2.3% |
| 06/2020 | -0.64% | -1.76% | 21.9 | 0 | 0.3 | 0 | 0.68% | 1.8% | 2.2% |
| 05/2020 | 0.88% | -1.12% | 22.4 | 0 | 0.1 | -0.3 | 0.68% | 1.9% | 2.2% |
| 04/2020 | 2.43% | -1.98% | 22.6 | 0 | 0.1 | 0 | 0.68% | 1.8% | 2.2% |
| 03/2020 | -4.72% | -4.31% | 22.2 | 0 | 0.1 | 0 | 0.68% | 1.7% | 2.1% |
| 02/2020 | 0.02% | 0.43% | 23.4 | 0 | 0.8 | 0 | 0.68% | 2% | 2.5% |
| 01/2020 | 0.41% | 0.41% | 24.2 | 0 | 0.1 | 0 | 0.68% | 1.9% | 2.6% |
| 12/2019 | 0.39% | 7.57% | 24.2 | 0 | 0.1 | -1.4 | 0.61% | 2.4% | 2.7% |
| 11/2019 | 0.29% | 7.15% | 25.5 | 0 | 0.9 | 0 | 0.61% | 2.3% | 2.7% |
| 10/2019 | 0.67% | 6.84% | 26.4 | 0 | 0.1 | 0 | 0.61% | 2.4% | 2.7% |
| 09/2019 | 0.66% | 6.13% | 26.3 | 0 | 0.4 | 0 | 0.61% | 2.3% | 2.7% |
| 08/2019 | 0.53% | 5.43% | 26.5 | 0 | 0.1 | 0 | 0.61% | 2.3% | 2.6% |
| 07/2019 | 0.77% | 4.87% | 26.5 | 0 | 0.5 | 0 | 0.61% | 2.2% | 2.5% |
| 06/2019 | 0.82% | 4.07% | 26.9 | 0 | 0.2 | 0 | 0.61% | 2.6% | 2.6% |
| 05/2019 | -0.08% | 3.23% | 26.9 | 0 | 0.5 | -0.1 | 0.61% | 2.4% | 2.6% |
| 04/2019 | 0.67% | 3.31% | 27.5 | 0 | 0.5 | -0.8 | 0.61% | 2.6% | 2.6% |
| 03/2019 | 0.71% | 2.62% | 28.6 | 0 | 0.5 | 0 | 0.61% | 2.7% | 2.6% |
| 02/2019 | 0.73% | 1.9% | 28.9 | 0 | 0.1 | -0.2 | 0.61% | 2.7% | 2.6% |
| 01/2019 | 1.16% | 1.16% | 29 | 0 | 0.8 | -3.5 | 0.61% | 3% | 2.6% |
| 12/2018 | -0.49% | -0.19% | 33 | 0 | 0.3 | -1.4 | 0.56% | 2.6% | 2.6% |
| 11/2018 | -0.22% | 0.31% | 34.9 | 0 | 0.7 | 0 | 0.56% | 2% | 2.4% |
| 10/2018 | -0.39% | 0.53% | 35.6 | 0 | 0.3 | 0 | 0.56% | 2.3% | 2.4% |
| 09/2018 | -0.04% | 0.92% | 36 | 0 | 0.7 | 0 | 0.56% | 2.6% | 2.4% |
| 08/2018 | 0.09% | 0.96% | 36.7 | 0 | 0 | 0 | 0.56% | 2.6% | 2.3% |
| 07/2018 | 0.66% | 0.87% | 36.8 | 0 | 0.5 | 0 | 0.56% | 2.6% | 2.3% |
| 06/2018 | 0.01% | 0.21% | 37.1 | 0 | 0 | 0 | 0.56% | 2.5% | 2.6% |
| 05/2018 | -0.08% | 0.2% | 37.1 | 0 | 0.3 | 0 | 0.56% | 2.5% | 2.6% |
| 04/2018 | 0.1% | 0.28% | 37.4 | 0 | 0.3 | 0 | 0.56% | 2.5% | 2.6% |
| 03/2018 | 0.13% | 0.18% | 37.7 | 0 | 0.5 | 1.8 | 0.56% | 2.6% | 2.6% |
| 02/2018 | -0.37% | 0.05% | 36.3 | 0 | 0.8 | 0 | 0.56% | 2.7% | 2.6% |
| 01/2018 | 0.42% | 0.42% | 37.2 | 0 | 0.6 | -0.6 | 0.56% | 2.8% | 2.5% |
| 12/2017 | 0.4% | 3.62% | 38.4 | 0 | 0.6 | 0.7 | 0.57% | 3.7% | 3.5% |
| 11/2017 | 0.42% | 3.21% | 38.1 | 0 | 0.3 | -1.6 | 0.57% | 3.8% | 3.6% |
| 10/2017 | 0.48% | 2.78% | 39.9 | 0 | 0.3 | 0 | 0.57% | 3.8% | 3.6% |
| 09/2017 | -0.06% | 2.29% | 40.1 | 0 | 0.5 | 0 | 0.57% | 3.8% | 3.6% |
| 08/2017 | 0.46% | 2.35% | 40.6 | 0 | 0.5 | -0 | 0.57% | 3.7% | 3.6% |
| 07/2017 | 0.79% | 1.88% | 40.9 | 0 | 0.5 | 0 | 0.57% | 3.7% | 3.5% |
| 06/2017 | -0.41% | 1.08% | 41.2 | 0 | 0.8 | -0 | 0.57% | 3.6% | 3.2% |
| 05/2017 | 0.59% | 1.5% | 42.2 | 0 | 1 | 0 | 0.57% | 4% | 3.4% |
| 04/2017 | 0.68% | 0.9% | 43 | 0 | 0 | 0 | 0.57% | 3.9% | 3.4% |
| 03/2017 | 0.16% | 0.22% | 42.7 | 0 | 2.8 | 0.3 | 0.57% | 3.9% | 4.8% |
| 02/2017 | 0.09% | 0.06% | 45.2 | 0 | 0.1 | -0.1 | 0.57% | 4.2% | 5% |
| 01/2017 | -0.03% | -0.03% | 45.3 | 0 | 0 | -0.2 | 0.57% | 4.1% | 5.1% |
| 12/2016 | 0.38% | 1.93% | 35.7 | 0 | 0 | 0 | 0.6% | 3.2% | 4.7% |
| 11/2016 | -0.5% | 1.54% | 35.5 | 0 | 0.3 | 0 | 0.6% | 3.2% | 4.6% |
| 10/2016 | 0.16% | 2.05% | 36 | 0 | 0 | -0.2 | 0.6% | 3.2% | 4.6% |
| 09/2016 | -0.41% | 1.89% | 36.1 | 0 | 0.1 | -3.4 | 0.6% | 3.2% | 4.6% |
| 08/2016 | -0.08% | 2.31% | 39.8 | 0 | 0 | 0 | 0.6% | 3.8% | 4.9% |
| 07/2016 | 0.76% | 2.39% | 39.9 | 0 | 0.5 | 0 | 0.6% | 3.9% | 5.3% |
| 06/2016 | 0.38% | 1.62% | 40 | 0 | 0 | -0.9 | 0.6% | 3.7% | 5.2% |
| 05/2016 | 0.23% | 1.24% | 40.8 | 0 | 0.1 | 0 | 0.6% | 2.9% | 4.8% |
| 04/2016 | 0.6% | 1% | 40.9 | 0 | 0.1 | 0 | 0.6% | 2.9% | 4.7% |
| 03/2016 | 0.09% | 0.4% | 40.7 | 0 | 0.4 | 0 | 0.6% | 2.9% | 4.6% |
| 02/2016 | 0.21% | 0.31% | 41.1 | 0 | 0.2 | 1.3 | 0.6% | 2.9% | 4.7% |
| 01/2016 | 0.1% | 0.1% | 39.9 | 0 | 0 | -3.7 | 0.6% | 3% | 4.7% |
| 12/2015 | -0.39% | 0.67% | 43.6 | 0 | 1.1 | 0.9 | 0.94% | 4% | 4.4% |
| 11/2015 | -0.29% | 1.07% | 43 | 0 | 0.1 | 0.9 | 0.94% | 4.2% | 4.5% |
| 10/2015 | 1.09% | 1.36% | 43.2 | 0 | 0 | 0 | 0.94% | 3.6% | 4.2% |
| 09/2015 | -0.85% | 0.27% | 42.8 | 0 | 0 | 0 | 0.94% | 3.4% | 4.1% |
| 08/2015 | 0.01% | 1.13% | 43.2 | 0 | 1 | 1.6 | 0.94% | 3.6% | 4.3% |
| 07/2015 | 0.89% | 1.12% | 42.6 | 0 | 0.2 | 0 | 0.94% | 3.9% | 4.3% |
| 06/2015 | -2.05% | 0.23% | 42.4 | 0 | 0 | -0.3 | 0.94% | 3.9% | 4.4% |
| 05/2015 | -0.19% | 2.32% | 43.6 | 0 | 0.2 | -2.2 | 0.94% | 3.8% | 4.3% |
| 04/2015 | 0.3% | 2.52% | 46.2 | 0 | 0.2 | 0 | 0.94% | 3.8% | 3.9% |
| 03/2015 | 0.09% | 2.21% | 46.2 | 0 | 0.1 | 1 | 0.94% | 3.8% | 4% |
| 02/2015 | 1.1% | 2.12% | 45.3 | 0 | 0.1 | 0 | 0.94% | 4% | 3.8% |
| 01/2015 | 1.01% | 1.01% | 44.9 | 0 | 0 | 0 | 0.94% | 3.9% | 4.8% |
| 12/2014 | -0.94% | 4.87% | 44.5 | 0 | 0.7 | 0 | 1.04% | 4.2% | 5% |
| 11/2014 | 0.57% | 5.87% | 45.6 | 0 | 0.2 | 0.5 | 1.04% | 4.4% | 5.1% |
| 10/2014 | 0.3% | 5.27% | 45 | 0 | 0.6 | 0 | 1.04% | 4.2% | 4.9% |
| 09/2014 | 0.12% | 4.95% | 45.5 | 0 | 0 | 0 | 1.04% | 4.3% | 4.9% |
| 08/2014 | 1.59% | 4.83% | 45.6 | 0 | 0 | 0 | 1.04% | 4.3% | 4.9% |
| 07/2014 | 0.05% | 3.19% | 44.9 | 0 | 0.1 | -0 | 1.04% | 4.1% | 4.6% |
| 06/2014 | -0.07% | 3.13% | 45 | 0 | 0 | -4.7 | 1.04% | 4.2% | 5.1% |
| 05/2014 | 0.95% | 3.21% | 49.8 | 0 | 0.1 | 0 | 1.04% | 4.7% | 5.6% |
| 04/2014 | 0.32% | 2.24% | 49.4 | -0 | 0 | 0 | 1.04% | 4.7% | 5.5% |
| 03/2014 | 0.62% | 1.91% | 49.3 | 0 | 0.3 | -1 | 1.04% | 4.8% | 5.5% |
| 02/2014 | 1.13% | 1.28% | 50.3 | 0 | 0.2 | 0 | 1.04% | 4.8% | 5.4% |
| 01/2014 | 0.15% | 0.15% | 50 | 0 | 0.1 | -0.1 | 1.04% | 4.7% | 5.9% |
| 12/2013 | -0.2% | 4.35% | 50.2 | 0 | 0.5 | -1.5 | 1.06% | 4.9% | 6.3% |
| 11/2013 | 0.83% | 4.56% | 52.2 | 0 | 0.1 | 0 | 1.06% | 5% | 6.4% |
| 10/2013 | 0.89% | 3.7% | 52 | 0 | 0.1 | -0.3 | 1.06% | 5.2% | 6.6% |
| 09/2013 | 1.08% | 2.79% | 52 | 0 | 0 | -4.4 | 1.06% | 5.1% | 6.8% |
| 08/2013 | -0.4% | 1.69% | 55.9 | 0 | 0 | 0 | 1.06% | 5.1% | 6.9% |
| 07/2013 | 0.61% | 2.1% | 56.2 | 0 | 0.2 | -0.1 | 1.06% | 3.8% | 6% |
| 06/2013 | -0.73% | 1.48% | 56.2 | 0 | 0.4 | 0 | 1.06% | 3.7% | 5.9% |
| 05/2013 | 0.85% | 2.22% | 57.1 | 0 | 0.1 | 0 | 1.06% | 3.9% | 6.3% |
| 04/2013 | 0.96% | 1.36% | 56.7 | 0 | 0.3 | -0 | 1.06% | 3.8% | 6.2% |
| 03/2013 | -0.26% | 0.4% | 56.5 | 0 | 0.3 | -1.9 | 1.06% | 3.8% | 6.1% |
| 02/2013 | 0.48% | 0.66% | 58.9 | 0 | 0.1 | 0 | 1.06% | 3.8% | 6.2% |
| 01/2013 | 0.18% | 0.18% | 58.7 | 0 | 0.6 | 0.6 | 1.06% | 3.7% | 6.3% |
| 12/2012 | 0.28% | 6.65% | 58.6 | 0 | 0.2 | 2.2 | 0.96% | 3.7% | 6.2% |
| 11/2012 | 0.42% | 6.35% | 56.5 | 0 | 0.4 | 0 | 0.96% | 3.6% | 5.9% |
| 10/2012 | 1.19% | 5.9% | 56.7 | -0.3 | 0.3 | -4.7 | 0.96% | 3.6% | 6.3% |
| 09/2012 | 0.94% | 4.66% | 61.3 | 0.3 | 0.1 | 3.4 | 0.96% | 3.4% | 6% |
| 08/2012 | 0% | 3.68% | 57.2 | 0 | 0.4 | 1.1 | 0.96% | 3.3% | 6.1% |
| 07/2012 | 1.89% | 3.68% | 56.5 | 0 | 0 | 0 | 0.96% | 3.3% | 5.4% |
| 06/2012 | -0.49% | 1.76% | 55.5 | 0 | 1 | -0.2 | 0.96% | 3.3% | 4.5% |
| 05/2012 | -0.52% | 2.26% | 57 | 0 | 0.3 | 0 | 0.96% | 3.4% | 4.4% |
| 04/2012 | 1.05% | 2.8% | 57.6 | 0 | 0.6 | -4.8 | 0.96% | 3.9% | 4.5% |
| 03/2012 | 0.42% | 1.73% | 62.5 | -0.8 | 1.4 | 0.8 | 0.96% | 4% | 3.9% |
| 02/2012 | 0.15% | 1.3% | 63.6 | 0.8 | 0.2 | 1.4 | 0.96% | 3.5% | 2.3% |
| 01/2012 | 1.15% | 1.15% | 61.6 | 0 | 0.1 | 0.9 | 0.96% | 3.4% | 2.3% |
| 12/2011 | 0.73% | 0.59% | 60.2 | 0 | 0.8 | 3 | 1.14% | 2.8% | 1.5% |
| 11/2011 | -0.75% | -0.14% | 57.6 | 0 | 0.2 | 4.6 | 1.14% | 2.9% | 1.6% |
| 10/2011 | 1.37% | 0.62% | 53.6 | 0 | 0 | 0 | 1.14% | 2.9% | 1.6% |
| 09/2011 | -0.35% | -0.74% | 52.9 | 0 | 0 | -1.8 | 1.14% | 2.8% | 1.3% |
| 08/2011 | -0.4% | -0.39% | 55 | 0 | 0.1 | 0.2 | 1.14% | 3% | 1.3% |
| 07/2011 | 0.39% | 0.01% | 55.2 | 0 | 0.1 | -0.4 | 1.14% | 4.4% | 1.7% |
| 06/2011 | -0.3% | -0.38% | 55.4 | 0 | 0.2 | -2 | 1.14% | 4.5% | 1.7% |
| 05/2011 | 0.12% | -0.08% | 57.8 | 0 | 0.3 | 0.2 | 1.14% | 4.7% | 1.7% |
| 04/2011 | -0.01% | -0.2% | 57.8 | 0 | 0 | 0.4 | 1.14% | 4.8% | 1.3% |
| 03/2011 | -0.6% | -0.19% | 57.5 | 0 | 0.1 | 0 | 1.14% | 4.6% | 1.3% |
| 02/2011 | 0.2% | 0.41% | 58 | 0 | 0.1 | -1.4 | 1.14% | 4.9% | 1.5% |
| 01/2011 | 0.21% | 0.21% | 59.4 | 0 | 0.2 | -0.6 | 1.14% | 4.5% | 0.7% |
| 12/2010 | -0.01% | 6.63% | 60 | 2 | 0.3 | -1 | 1.26% | 4.5% | 0.5% |
| 11/2010 | -0.61% | 6.64% | 59.3 | 0 | 0 | -0 | 1.26% | 4.3% | 0.4% |
| 10/2010 | 1.37% | 7.29% | 59.7 | 0.1 | 0.1 | -0.4 | 1.26% | 3.2% | 0.3% |
| 09/2010 | -0.12% | 5.84% | 59.4 | 0 | 0.2 | 0 | 1.26% | 3.5% | 0.3% |
| 08/2010 | 1.2% | 5.97% | 59.6 | 0 | 0.1 | 0.1 | 1.26% | 3.9% | 0.3% |
| 07/2010 | 0.71% | 4.71% | 58.9 | 0 | 0.3 | 0.3 | 1.26% | 3.5% | 0.4% |
| 06/2010 | 1.01% | 3.97% | 58.5 | -0.4 | 0 | 2.5 | 1.26% | 2.9% | 0.2% |
| 05/2010 | 0.25% | 2.94% | 55.8 | 0.4 | 0.3 | 4.4 | 1.26% | 3.3% | 0% |
| 04/2010 | -0.22% | 2.68% | 51.1 | 0.1 | 0.4 | 0.5 | 1.26% | 3.2% | 0% |
| 03/2010 | 0.57% | 2.9% | 51.1 | 0 | 0.1 | 0.7 | 1.26% | 2% | 0% |
| 02/2010 | 0.74% | 2.32% | 50.3 | 0 | 0 | 0 | 1.26% | 3.3% | 0.3% |
| 01/2010 | 1.57% | 1.57% | 50 | 0 | 0.2 | 0.5 | 1.26% | 3.5% | 0.2% |
| 12/2009 | -0.52% | 17.64% | 48.9 | 4.3 | 0.1 | -0.2 | 1.18% | 2.2% | 0.3% |
| 11/2009 | 1.21% | 18.26% | 45.2 | -0 | 0 | 0.2 | 1.18% | 0.8% | 0.3% |
| 10/2009 | 0.86% | 16.85% | 44.5 | 0.1 | 0 | 0 | 1.18% | 0.5% | 0.3% |
| 09/2009 | 0.6% | 15.85% | 44.1 | 0 | 0 | -0.1 | 1.18% | 0.3% | 0.3% |
| 08/2009 | 0.45% | 15.16% | 44 | 0 | 0.1 | 1.9 | 1.18% | 0% | 0% |
| 07/2009 | 0.8% | 14.64% | 42.1 | 0.1 | 0.1 | 0 | 1.18% | 0% | 0% |
| 06/2009 | 3.81% | 13.73% | 41.8 | 0 | 0.4 | 4.9 | 1.18% | 0% | 0% |
| 05/2009 | -0.16% | 9.56% | 35.9 | 0 | 0.1 | 1.2 | 1.18% | 0% | 0% |
| 04/2009 | 2.68% | 9.73% | 34.9 | 0.1 | 0.1 | 0.3 | 1.18% | 0% | 0% |
| 03/2009 | 2.55% | 6.87% | 33.8 | 0 | 0.1 | 0.3 | 1.18% | 0% | 0% |
| 02/2009 | 0.33% | 4.21% | 32.8 | -0.1 | 0.2 | 0.6 | 1.18% | 0% | 0% |
| 01/2009 | 3.87% | 3.87% | 32.4 | 0.1 | 0.3 | 5.8 | 1.18% | 0% | 0% |
| 12/2008 | 0.48% | 7.76% | 25.8 | 0.3 | 0.2 | 6.4 | - | 0% | 0% |
| 11/2008 | 1.88% | 7.24% | 19.3 | -0 | 0 | 2.8 | - | 0% | 0% |
| 10/2008 | -2.13% | 5.26% | 16.2 | -0.1 | 0 | 0.6 | - | 0% | 0% |
| 09/2008 | -0.99% | 7.55% | 16 | 0 | 0 | 0.9 | - | 0% | 0% |
| 08/2008 | 0.37% | 8.63% | 15.3 | 0 | 0.1 | 2.3 | - | 0.5% | 0% |
| 07/2008 | 0% | 8.23% | 13 | 0 | 0 | 4.8 | - | 0.4% | 0% |
| 06/2008 | -0.06% | 8.23% | 8.2 | 0 | 0.1 | -3.3 | - | 0.4% | 0% |
| 05/2008 | 1.01% | 8.29% | 11.6 | 0 | 0 | 3.4 | - | 0.6% | 0% |
| 04/2008 | -0.21% | 7.21% | 8.1 | 0 | 0 | 4 | - | 0.6% | 0% |
| 03/2008 | 0.22% | 7.44% | 4.1 | 0 | 0 | 1.8 | - | 0% | 0% |
| 02/2008 | 1.93% | 7.2% | 2.3 | 0 | 0.1 | 0.8 | - | 0% | 0% |
| 01/2008 | 5.17% | 5.17% | 1.5 | 0 | 0 | 1 | - | 0% | 0% |
| 12/2007 | - | - | 0.5 | 0.2 | 0 | 0.3 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של מיטב פיצויים סלע?
ב-07/2026: -0.2% לחודש, 2.48% מתחילת השנה, 20.72% ל-3 שנים ו-23.3% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במיטב פיצויים סלע?
0.72% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מיטב פיצויים סלע מומלצת?
האתר אינו ממליץ על קרנות. הדירוגים כאן הם לפי נתון בודד שבחרת. ייעוץ פנסיוני ניתן רק על ידי בעל רישיון.
קישורים
רוצים שנחזור אליכם בנושא פנסיה?
השאירו פרטים ונחזור אליכם. האתר אינו מייעץ.
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.
