הלמן-אלדובי השתלמות כללי: תשואה, דמי ניהול וסיכון
הקרן הפסיקה לדווח ב-10/2021 (מוזגה או נסגרה) - הנתונים היסטוריים
הלמן-אלדובי השתלמות כללי מנוהלת על ידי הלמן - אלדובי קופות גמל ופנסיה בע"מ, בסיווג קרנות השתלמות, פעילה מ-1994; 274 חודשי דיווח מ-01/1999 עד 10/2021.
תשואה 10/2021
-
מתחילת השנה
-
3 שנים מצטבר
-
5 שנים מצטבר
-
דמי ניהול מצבירה
0.87%
לשנה
נכסים
0
מיליון ש"ח
המידע והחישוב להמחשה בלבד ואינם ייעוץ פיננסי, פנסיוני, מס או משפטי. לפני החלטה פנה לבעל רישיון.
עובדות מחושבות
- נכסים מנוהלים ב-10/2021: 0 מיליון ש"ח, מקום 186 מתוך 217 בקטגוריה.
- דמי ניהול ממוצעים מהצבירה: 0.87% לשנה (מקום 206 מתוך 208 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-16,034 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -24.2% בין 10/2007 ל-12/2008.
תשואה שנתית (12 חודשים מלאים)
| שנה | 1999 | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 15.74% | 1.48% | 7.64% | -2.86% | 17.97% | 9.44% | 15.56% | 7.52% | 7.67% | -22.11% | 32.65% | 9.99% | -3.96% | 10.83% | 10.56% | 5.91% | 2.1% | 1.13% | 6.56% | 0.16% | 11.86% | 4.17% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2020.
דירוג בקטגוריה קרנות השתלמות (10/2021)
דירוג לפי הנתון בלבד, מתוך 217 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 0 | 186 / 217 |
| דמי ניהול מצבירה (נמוך = 1) | 0.87% | 206 / 208 |
| תשואה מתחילת השנה | - | - |
| תשואה 3 שנים | - | - |
| תשואה 5 שנים | - | - |
| מדד שארפ | - | - |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הלמן-אלדובי השתלמות אג"ח עד 25% במניות 0 מ' ש"ח
- פסגות שיא השתלמות כללי 0 מ' ש"ח
- פסגות שיא השתלמות אג"ח 0 מ' ש"ח
- פסגות שיא השתלמות כספי 0 מ' ש"ח
- פסגות שיא השתלמות מניות 0 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 10/2021 | - | - | 0 | 0 | 0 | 0 | 0.87% | - | - |
| 09/2021 | -0.38% | 8.82% | 3,133.3 | 25.9 | 19.5 | -32.6 | 0.87% | 1,439.7% | 1,365.7% |
| 08/2021 | 1.96% | 9.24% | 3,173.5 | 29 | 23.6 | -24.7 | 0.87% | 1,446.4% | 1,379.3% |
| 07/2021 | -0.5% | 7.14% | 3,133.8 | 28.9 | 19.3 | -23 | 0.87% | 1,451.9% | 1,363.3% |
| 06/2021 | 0.77% | 7.68% | 3,165.2 | 26 | 28.9 | -30.4 | 0.87% | 1,471.2% | 1,341.8% |
| 05/2021 | 1.64% | 6.85% | 3,176.4 | 26.2 | 22.5 | -23.2 | 0.87% | 1,456% | 1,291% |
| 04/2021 | 2.01% | 5.13% | 3,146.8 | 27.6 | 20.7 | -13.8 | 0.87% | 1,408.9% | 1,298.4% |
| 03/2021 | 1.56% | 3.06% | 3,093.5 | 25.7 | 17.9 | -37.6 | 0.87% | 1,394.8% | 1,312.6% |
| 02/2021 | 0.56% | 1.48% | 3,077.7 | 26.4 | 21.3 | -38.6 | 0.87% | 1,336.3% | 1,296.8% |
| 01/2021 | 0.91% | 0.91% | 3,095.8 | 27.5 | 15.5 | -30.9 | 0.87% | 1,319.6% | 1,282.8% |
| 12/2020 | 1.85% | 4.17% | 3,088.4 | 43.6 | 25 | -50.9 | 0.87% | 1,339.8% | 1,315.9% |
| 11/2020 | 4.15% | 2.28% | 3,066.4 | 28.8 | 19.9 | -34 | 0.87% | 1,298.7% | 1,321.6% |
| 10/2020 | 0.15% | -1.8% | 2,970.5 | 26.3 | 19 | -30.6 | 0.87% | 1,191.3% | 1,285.1% |
| 09/2020 | -1.39% | -1.95% | 2,991.2 | 28 | 17.7 | -35.1 | 0.87% | 1,183.5% | 1,296.7% |
| 08/2020 | 2.82% | -0.57% | 3,060.6 | 28.4 | 20.5 | -33.7 | 0.87% | 1,178.2% | 1,263.3% |
| 07/2020 | 2.35% | -3.29% | 3,004 | 31 | 19.6 | -46.7 | 0.87% | 1,137.3% | 1,210.4% |
| 06/2020 | -0.44% | -5.51% | 2,971.7 | 26.7 | 22.9 | -29.3 | 0.87% | 1,081.5% | 1,176.7% |
| 05/2020 | 0.95% | -5.1% | 3,012.3 | 25.8 | 15.5 | -7.2 | 0.87% | 1,056% | 1,111.8% |
| 04/2020 | 5.05% | -5.99% | 2,982.5 | 21.8 | 12 | -21 | 0.87% | 1,033.3% | 1,043.2% |
| 03/2020 | -8.58% | -10.51% | 2,852.4 | 36 | 48.3 | -107.4 | 0.87% | 983.4% | 974.8% |
| 02/2020 | -2.45% | -2.11% | 3,258 | 30 | 28.4 | -38.2 | 0.87% | 1,219.7% | 1,076.6% |
| 01/2020 | 0.35% | 0.35% | 3,378.6 | 27.7 | 21 | -29.9 | 0.87% | 1,293% | 1,146.5% |
| 12/2019 | 0.94% | 11.86% | 3,392.2 | 48.4 | 25.7 | -23.4 | 0.95% | 1,283.4% | 1,147.3% |
| 11/2019 | 0.86% | 10.82% | 3,364.8 | 30.5 | 15.6 | -19 | 0.95% | 1,266.6% | 1,103.4% |
| 10/2019 | 1.15% | 9.88% | 3,342.7 | 28.8 | 15.7 | -11.6 | 0.95% | 1,207.9% | 1,053.9% |
| 09/2019 | 1.22% | 8.63% | 3,305.2 | 32.3 | 18.7 | -18.4 | 0.95% | 1,176.2% | 1,048.7% |
| 08/2019 | -0.33% | 7.32% | 3,272.5 | 27.4 | 20.8 | -13.5 | 0.95% | 1,141.8% | 1,019.7% |
| 07/2019 | 0.57% | 7.67% | 3,292.6 | 35.1 | 23.3 | -7.8 | 0.95% | 1,160.9% | 1,016.8% |
| 06/2019 | 1.62% | 7.06% | 3,272.4 | 29.3 | 23.7 | -12.8 | 0.95% | 1,154.9% | 1,013.5% |
| 05/2019 | -0.57% | 5.36% | 3,229.7 | 27.2 | 24.9 | -14.2 | 0.95% | 1,128.8% | 974.8% |
| 04/2019 | 1.51% | 5.96% | 3,262.6 | 29.8 | 21.6 | -10.8 | 0.95% | 1,153.8% | 993.1% |
| 03/2019 | 0.72% | 4.38% | 3,219 | 25.2 | 21.2 | -6.2 | 0.95% | 1,123.2% | 958.5% |
| 02/2019 | 1.05% | 3.64% | 3,200.3 | 32.4 | 23.5 | -4.3 | 0.95% | 1,011.7% | 833.5% |
| 01/2019 | 2.56% | 2.56% | 3,164.6 | 32 | 15.2 | 5.1 | 0.95% | 1,062.9% | 877.2% |
| 12/2018 | -2.58% | 0.16% | 2,432.1 | 45.4 | 30.1 | -0.4 | 0.96% | 795.4% | 708.7% |
| 11/2018 | 0.48% | 2.81% | 2,483.4 | 25.9 | 20.7 | -6 | 0.96% | 856.1% | 729.1% |
| 10/2018 | -1.48% | 2.32% | 2,474.5 | 21.4 | 16.2 | -12.9 | 0.96% | 829.8% | 737.9% |
| 09/2018 | 0.35% | 3.86% | 2,521.4 | 26.6 | 12.4 | -4.9 | 0.96% | 872.9% | 767.4% |
| 08/2018 | 1.11% | 3.5% | 2,505.2 | 25.3 | 19.9 | -16 | 0.96% | 869.3% | 775.3% |
| 07/2018 | 1.14% | 2.36% | 2,490.3 | 27.9 | 18.1 | -15.1 | 0.96% | 839.9% | 798.8% |
| 06/2018 | 0.36% | 1.21% | 2,469.4 | 25.4 | 16.7 | -9.2 | 0.96% | 811.6% | 768.3% |
| 05/2018 | 0.29% | 0.84% | 2,462.8 | 24.5 | 19 | -13 | 0.96% | 818% | 752.9% |
| 04/2018 | 0.73% | 0.55% | 2,465 | 21.7 | 18.5 | -13.1 | 0.96% | 839.5% | 756.1% |
| 03/2018 | -0.48% | -0.18% | 2,459.1 | 26.8 | 18 | -11.7 | 0.96% | 838% | 749.8% |
| 02/2018 | -1.13% | 0.3% | 2,475.8 | 26.5 | 18 | -17.7 | 0.96% | 866.2% | 752.7% |
| 01/2018 | 1.45% | 1.45% | 2,515.2 | 26.6 | 22.4 | -40 | 0.96% | 921.5% | 787.7% |
| 12/2017 | 0.73% | 6.56% | 2,516.4 | 37.8 | 17.1 | -27.9 | 0.98% | 885.5% | 782.7% |
| 11/2017 | 0.71% | 5.78% | 2,507.4 | 25.5 | 23.8 | -19.7 | 0.98% | 880.7% | 768.7% |
| 10/2017 | 0.87% | 5.04% | 2,509.6 | 24.9 | 18.7 | -19.6 | 0.98% | 871.8% | 752.3% |
| 09/2017 | 0.37% | 4.13% | 2,503.3 | 24.3 | 18.3 | -13.4 | 0.98% | 859.1% | 713.1% |
| 08/2017 | 0.08% | 3.75% | 2,503.3 | 24.9 | 21.7 | -27 | 0.98% | 853.5% | 721.9% |
| 07/2017 | 1.31% | 3.66% | 2,527.1 | 30.6 | 27.7 | -26.2 | 0.98% | 875.8% | 680% |
| 06/2017 | -0.37% | 2.32% | 2,519.6 | 26.4 | 24.5 | -28.7 | 0.98% | 870.8% | 659.1% |
| 05/2017 | 1.1% | 2.7% | 2,557.8 | 25.2 | 30.3 | -24.2 | 0.98% | 889.8% | 662% |
| 04/2017 | 0.89% | 1.59% | 2,561 | 25.5 | 35.7 | -21 | 0.98% | 891.6% | 679.7% |
| 03/2017 | -0.15% | 0.69% | 2,571.4 | 26.2 | 31.2 | -27.7 | 0.98% | 925.5% | 727.2% |
| 02/2017 | 0.5% | 0.84% | 2,609.7 | 26 | 27.7 | -22.9 | 0.98% | 901.8% | 701.9% |
| 01/2017 | 0.34% | 0.34% | 2,623.2 | 23.8 | 31.4 | -28 | 0.98% | 912.2% | 697.6% |
| 12/2016 | 1% | 1.13% | 2,651.9 | 44.9 | 32.6 | -18.4 | 1.01% | 919.2% | 732.4% |
| 11/2016 | -0.21% | 0.13% | 2,633.7 | 26.1 | 27.3 | -13.2 | 1.01% | 897.8% | 827.3% |
| 10/2016 | -0.14% | 0.34% | 2,655.7 | 24.7 | 19.7 | -13.8 | 1.01% | 885.1% | 848.2% |
| 09/2016 | -0.26% | 0.48% | 2,670.5 | 27.2 | 29.5 | -28 | 1.01% | 865.2% | 812.4% |
| 08/2016 | -0.11% | 0.74% | 2,710 | 30.3 | 26.5 | -54.2 | 1.01% | 897.3% | 812.7% |
| 07/2016 | 1.44% | 0.85% | 2,765.4 | 26.7 | 34.3 | -37.1 | 1.01% | 855.8% | 715.6% |
| 06/2016 | -0.16% | -0.58% | 2,772.4 | 30.8 | 32 | -4.9 | 1.01% | 825% | 716.9% |
| 05/2016 | 0.3% | -0.42% | 2,785.2 | 27.9 | 24.1 | -6.5 | 1.01% | 818.5% | 719% |
| 04/2016 | 0.52% | -0.72% | 2,781.8 | 23.4 | 22.7 | -9.4 | 1.01% | 820.2% | 711.6% |
| 03/2016 | 1.07% | -1.23% | 2,778.1 | 27.9 | 26.2 | -10.6 | 1.01% | 855% | 738.5% |
| 02/2016 | -0.69% | -2.28% | 2,759.7 | 32.2 | 28.3 | -9.3 | 1.01% | 915.6% | 785.6% |
| 01/2016 | -1.6% | -1.6% | 2,786.8 | 26.7 | 25.2 | -2 | 1.01% | 1,001.8% | 876.6% |
| 12/2015 | -0.54% | 2.1% | 2,835.2 | 47.7 | 24.4 | 8.6 | 0.98% | 1,071.4% | 789.2% |
| 11/2015 | -0.22% | 2.65% | 2,820.8 | 29.7 | 24.7 | 1 | 0.98% | 1,010.4% | 672.6% |
| 10/2015 | 2.06% | 2.88% | 2,823.4 | 26.6 | 23.2 | -2.6 | 0.98% | 976.8% | 644.8% |
| 09/2015 | -1.58% | 0.8% | 2,767.7 | 26.1 | 18.5 | -0.6 | 0.98% | 909.1% | 564.9% |
| 08/2015 | -1.17% | 2.42% | 2,807.4 | 29.2 | 20.9 | -5.9 | 0.98% | 937.4% | 589.5% |
| 07/2015 | 1.29% | 3.63% | 2,840.5 | 38.9 | 23.4 | 1.9 | 0.98% | 971.2% | 615.4% |
| 06/2015 | -1.99% | 2.31% | 2,789.3 | 28.6 | 28.2 | 1.6 | 0.98% | 901.1% | 578.8% |
| 05/2015 | 0.3% | 4.39% | 2,846.7 | 29.4 | 26.9 | -0.2 | 0.98% | 971.4% | 601.2% |
| 04/2015 | 0.65% | 4.08% | 2,838.3 | 30.1 | 26.4 | 3.2 | 0.98% | 938.1% | 583% |
| 03/2015 | 0.71% | 3.41% | 2,815.4 | 27.7 | 28.2 | 4.5 | 0.98% | 922% | 605.8% |
| 02/2015 | 2.3% | 2.68% | 2,793.9 | 28.5 | 22.1 | -2.8 | 0.98% | 1,001.8% | 778.3% |
| 01/2015 | 0.37% | 0.37% | 2,730.5 | 24.4 | 19.8 | 1.8 | 0.98% | 921.2% | 633.3% |
| 12/2014 | -1.36% | 5.91% | 2,716.4 | 43.1 | 26 | -2.4 | 0.99% | 830.3% | 567.9% |
| 11/2014 | 1.25% | 7.37% | 2,741.8 | 30.1 | 21.6 | -1.5 | 0.99% | 876.3% | 683.2% |
| 10/2014 | 0.1% | 6.05% | 2,703.2 | 29.8 | 10.5 | -3.5 | 0.99% | 787.9% | 642.5% |
| 09/2014 | 0.36% | 5.94% | 978.4 | 6.6 | 6.1 | 6.5 | 0.99% | 280.3% | 214.2% |
| 08/2014 | 1.81% | 5.56% | 968.6 | 6.9 | 5 | 8.9 | 0.99% | 267.7% | 207.2% |
| 07/2014 | -0.49% | 3.69% | 941.3 | 9.8 | 5.6 | 9.3 | 0.99% | 272.2% | 203.7% |
| 06/2014 | 0.1% | 4.2% | 933.1 | 9.2 | 8 | 13 | 0.99% | 281.6% | 213% |
| 05/2014 | 1.31% | 4.09% | 918.7 | 9.9 | 6.1 | 5.3 | 0.99% | 274.1% | 208.4% |
| 04/2014 | 0.2% | 2.75% | 898.6 | 8.5 | 6.8 | 7.7 | 0.99% | 281.4% | 207.9% |
| 03/2014 | 0.93% | 2.54% | 888.2 | 7.6 | 6.7 | 11 | 0.99% | 271.5% | 193.5% |
| 02/2014 | 1.76% | 1.6% | 868.8 | 13.6 | 11.4 | 6.2 | 0.99% | 261.1% | 180.9% |
| 01/2014 | -0.16% | -0.16% | 846.1 | 6.3 | 9.4 | 4.3 | 0.99% | 280.7% | 181.9% |
| 12/2013 | 0.04% | 10.56% | 847 | 7.4 | 7.5 | 3.7 | 1.01% | 300.2% | 194.4% |
| 11/2013 | 1.5% | 10.51% | 844.1 | 8.5 | 6.1 | 3.4 | 1.01% | 296.4% | 193% |
| 10/2013 | 1.2% | 8.88% | 826.7 | 1.6 | 2.6 | 3.5 | 1.01% | 281.7% | 186.1% |
| 09/2013 | 1.8% | 7.59% | 610.4 | 4.6 | 6.6 | 10.3 | 1.01% | 204.8% | 119.5% |
| 08/2013 | -0.21% | 5.69% | 597 | 5.3 | 2.8 | 8.2 | 1.01% | 177.6% | 115.2% |
| 07/2013 | 1.57% | 5.91% | 588.2 | 5.1 | 3.7 | 5.1 | 1.01% | 186% | 124.6% |
| 06/2013 | -0.95% | 4.27% | 573.5 | 4.8 | 6.4 | 2.7 | 1.01% | 170.8% | 113.4% |
| 05/2013 | 1.8% | 5.27% | 578.2 | 4.6 | 4.4 | 2.2 | 1.01% | 176.1% | 118.3% |
| 04/2013 | 0.65% | 3.41% | 566.2 | 4.8 | 7.3 | 2 | 1.01% | 91.5% | 111.6% |
| 03/2013 | 0.66% | 2.74% | 563.9 | 4.3 | 4.8 | 1.3 | 1.01% | 175.4% | 113.7% |
| 02/2013 | 1.01% | 2.07% | 559.9 | 4.5 | 11.4 | -0.3 | 1.01% | 173.5% | 106.5% |
| 01/2013 | 1.05% | 1.05% | 562.2 | 5.4 | 8.1 | 7.2 | 1.01% | 173.3% | 107.4% |
| 12/2012 | 0.26% | 10.83% | 558.3 | 19.4 | 12.5 | 0.1 | 1.12% | 163.9% | 94.4% |
| 11/2012 | 1.23% | 10.54% | 543.8 | 5.5 | 5.7 | 1.1 | 1.12% | 153% | 93.1% |
| 10/2012 | 1.16% | 9.2% | 536.3 | 4.9 | 4.8 | -1.8 | 1.12% | 154.3% | 102.8% |
| 09/2012 | 1.69% | 7.95% | 532.6 | 4.3 | 4 | -1.1 | 1.12% | 159.3% | 105.7% |
| 08/2012 | 0.71% | 6.15% | 524.9 | 4.5 | 6 | -2.5 | 1.12% | 153.1% | 98.7% |
| 07/2012 | 2.15% | 5.41% | 525.6 | 4.6 | 5.2 | 0.6 | 1.12% | 147.8% | 102.1% |
| 06/2012 | -0.5% | 3.19% | 516.6 | 4.8 | 6.8 | -0.1 | 1.12% | 152.2% | 109.2% |
| 05/2012 | -2.15% | 3.71% | 520.3 | 4.7 | 5.7 | -1.7 | 1.12% | 148.6% | 103.1% |
| 04/2012 | 0.98% | 5.98% | 534.8 | 4 | 6.1 | -0.5 | 1.12% | 166.4% | 118.8% |
| 03/2012 | 1.52% | 4.96% | 532.6 | 4.2 | 6.9 | -2.1 | 1.12% | 167.5% | 136% |
| 02/2012 | 1.02% | 3.38% | 529.8 | 4.1 | 15.2 | -0.7 | 1.12% | 163.6% | 137.7% |
| 01/2012 | 2.34% | 2.34% | 535 | 4.4 | 8.7 | 1.4 | 1.12% | 172.2% | 126% |
| 12/2011 | 0.3% | -3.96% | 529.3 | 21 | 12.6 | -2.2 | 1.2% | 155.2% | 120.8% |
| 11/2011 | -1.06% | -4.25% | 517.8 | 4.9 | 3.6 | -2.6 | 1.2% | 161.1% | 121.3% |
| 10/2011 | 2.25% | -3.22% | 525.1 | 4.1 | 4.1 | -0.9 | 1.2% | 153.9% | 110.2% |
| 09/2011 | -1.54% | -5.35% | 514.9 | 5.2 | 3.2 | -4.2 | 1.2% | 162.7% | 110.4% |
| 08/2011 | -2.57% | -3.87% | 525.8 | 4.6 | 5.9 | -6 | 1.2% | 169.2% | 114.1% |
| 07/2011 | -0.1% | -1.33% | 547.5 | 5.1 | 4.5 | -0.4 | 1.2% | 170% | 101.2% |
| 06/2011 | -0.8% | -1.23% | 548.5 | 4.7 | 5.4 | -2.7 | 1.2% | 151.2% | 84.6% |
| 05/2011 | -1.23% | -0.44% | 556.8 | 4.8 | 4.9 | -2.1 | 1.2% | 177.3% | 86.5% |
| 04/2011 | 0.29% | 0.8% | 566.3 | 4.6 | 3.4 | -2.1 | 1.2% | 178.2% | 81.2% |
| 03/2011 | 0.43% | 0.51% | 566.2 | 4.8 | 5.9 | -3.1 | 1.2% | 186.7% | 80.4% |
| 02/2011 | 0.25% | 0.08% | 568.6 | 4.3 | 13 | -3.7 | 1.2% | 199.7% | 79.8% |
| 01/2011 | -0.17% | -0.17% | 579.8 | 5.1 | 12.2 | 3.2 | 1.2% | 203.2% | 74% |
| 12/2010 | 1.92% | 9.99% | 591.3 | 24.4 | 9.6 | -5.3 | 1.1% | 193.2% | 64.2% |
| 11/2010 | -0.39% | 7.92% | 565.5 | 5 | 3.8 | -3.3 | 1.1% | 184.9% | 63.3% |
| 10/2010 | 2.58% | 8.34% | 570.4 | 5.6 | 3.7 | -0.9 | 1.1% | 191.6% | 64.2% |
| 09/2010 | 1.79% | 5.61% | 555.5 | 4.5 | 3.7 | 0 | 1.1% | 173.1% | 62.7% |
| 08/2010 | 0.93% | 3.76% | 545.5 | 6.1 | 4.2 | -2.3 | 1.1% | 157.5% | 60% |
| 07/2010 | 2.02% | 2.8% | 540.5 | 4.8 | 4.3 | -1.7 | 1.1% | 150.9% | 62.6% |
| 06/2010 | 0.44% | 0.76% | 531.4 | 4.3 | 5.4 | -2.3 | 1.1% | 134.9% | 59.4% |
| 05/2010 | -2.29% | 0.32% | 533.1 | 5 | 4.7 | -3.2 | 1.1% | 162.2% | 62.3% |
| 04/2010 | -1.35% | 2.67% | 549.3 | 4.6 | 5.4 | -2 | 1.1% | 140% | 64.7% |
| 03/2010 | 2.15% | 4.08% | 560.2 | 4.8 | 5.1 | -1 | 1.1% | 164.3% | 56.9% |
| 02/2010 | 1.01% | 1.89% | 550.2 | 4.4 | 15.5 | -0.5 | 1.1% | 131% | 56.5% |
| 01/2010 | 0.87% | 0.87% | 557 | 4.6 | 9.1 | -1.7 | 1.1% | 136% | 51% |
| 12/2009 | 0.94% | 32.65% | 558.8 | 26.6 | 7.5 | -0.5 | 0.83% | 126.2% | 40% |
| 11/2009 | 2.23% | 31.42% | 533.9 | 4.8 | 3.9 | 1.2 | 0.83% | 126% | 49.6% |
| 10/2009 | 1.39% | 28.55% | 521 | 5 | 3.4 | 1 | 0.83% | 104.2% | 48.8% |
| 09/2009 | 1.65% | 26.79% | 511.7 | 4.8 | 3.8 | 0.2 | 0.83% | 94.3% | 46.9% |
| 08/2009 | 1.65% | 24.73% | 502.7 | 4.8 | 4.1 | 0.6 | 0.83% | 100.8% | 40.6% |
| 07/2009 | 2.68% | 22.71% | 493.9 | 4.5 | 4.4 | 1.2 | 0.83% | 110.2% | 44.4% |
| 06/2009 | 2.65% | 19.5% | 480.4 | 5.5 | 4.7 | 2.7 | 0.83% | 92.9% | 43.8% |
| 05/2009 | 0.85% | 16.42% | 464.6 | 4.9 | 3.4 | 2.5 | 0.83% | 84.3% | 41.8% |
| 04/2009 | 4.3% | 15.44% | 457 | 4.3 | 5.7 | -0.9 | 0.83% | 81.6% | 41% |
| 03/2009 | 3.3% | 10.68% | 440.9 | 6.4 | 10.3 | -3.5 | 0.83% | 68.3% | 32.7% |
| 02/2009 | 1.26% | 7.14% | 433.1 | 5.7 | 16.7 | -6.5 | 0.83% | 63.4% | 30.8% |
| 01/2009 | 5.81% | 5.81% | 445.5 | 3 | 6.7 | -4.3 | 0.83% | 66.9% | 32.5% |
| 12/2008 | -1.8% | -22.11% | 428.5 | 22.9 | 10.5 | -21.8 | 0.76% | 69.8% | 38.4% |
| 11/2008 | -2.5% | -20.68% | 446.9 | 5.7 | 11.2 | -14.7 | 0.76% | 86.1% | 41.1% |
| 10/2008 | -8.63% | -18.65% | 479.7 | 5.6 | 12.2 | -11.6 | 0.76% | 81.1% | 37.5% |
| 09/2008 | -5.62% | -10.96% | 545.1 | 5.9 | 11.5 | -11 | 0.76% | 95.3% | 44.6% |
| 08/2008 | -0.28% | -5.66% | 595.5 | 4.3 | 6.3 | -6.8 | 0.76% | 126.1% | 51.9% |
| 07/2008 | -1.94% | -5.4% | 606.4 | 9.8 | 10.8 | -3 | 0.76% | 125.2% | 43.6% |
| 06/2008 | -1.18% | -3.53% | 623 | 7.1 | 6.9 | -1.9 | 0.76% | 132.5% | 42.9% |
| 05/2008 | 1.67% | -2.37% | 632.8 | 5.5 | 7.8 | -1.5 | 0.76% | 135.6% | 43.4% |
| 04/2008 | 1.7% | -3.98% | 626.6 | 4.5 | 6 | -3.2 | 0.76% | 126% | 45.2% |
| 03/2008 | -3.45% | -5.58% | 621.1 | 7.3 | 11.2 | -3.9 | 0.76% | 121.9% | 51% |
| 02/2008 | 1.38% | -2.21% | 651.8 | 4.5 | 23.4 | 0.2 | 0.76% | 165% | 42.2% |
| 01/2008 | -3.54% | -3.54% | 662.3 | 7.9 | 19.5 | -0.7 | 0.76% | 176.4% | 47.8% |
| 12/2007 | -0.47% | 7.67% | 699.8 | 40 | 9.2 | -1.2 | 0.72% | - | - |
| 11/2007 | -2.2% | 8.18% | 673.7 | 6 | 4.9 | -1.2 | 0.72% | - | - |
| 10/2007 | 3.08% | 10.61% | 689.6 | 5.1 | 6.4 | -1.2 | 0.72% | - | - |
| 09/2007 | 2.28% | 7.31% | 672 | 5.9 | 3 | -1.8 | 0.72% | - | - |
| 08/2007 | -3.14% | 4.92% | 656.1 | 5.1 | 6.2 | -0.7 | 0.72% | - | - |
| 07/2007 | -0.37% | 8.32% | 679.8 | 6.7 | 5 | -1.3 | 0.72% | - | - |
| 06/2007 | 0.54% | 8.72% | 682.5 | 6.1 | 7.1 | -1 | 0.72% | - | - |
| 05/2007 | 2.38% | 8.14% | 681.3 | 6.8 | 7.8 | -2.2 | 0.72% | - | - |
| 04/2007 | 2.41% | 5.62% | 669.1 | 5.5 | 4.6 | -0.1 | 0.72% | - | - |
| 03/2007 | 0.42% | 3.14% | 652.8 | 5.6 | 6.3 | -2 | 0.72% | - | - |
| 02/2007 | 0.8% | 2.71% | 653 | 7.2 | 25.2 | 0 | 0.72% | - | - |
| 01/2007 | 1.89% | 1.89% | 665.9 | 5.3 | 10.7 | 0.8 | 0.72% | - | - |
| 12/2006 | -0.35% | 7.52% | 658.8 | 51.5 | 9.5 | 0.5 | 0.71% | - | - |
| 11/2006 | 1.53% | 7.89% | 618.8 | 5.4 | 5.5 | 0.2 | 0.71% | - | - |
| 10/2006 | 2.63% | 6.27% | 609.8 | 5.4 | 3.9 | 0 | 0.71% | - | - |
| 09/2006 | 0.28% | 3.54% | 593.5 | 5.3 | 3.8 | 0.2 | 0.71% | - | - |
| 08/2006 | 1.01% | 3.25% | 590 | 6.8 | 4.6 | -0.8 | 0.71% | - | - |
| 07/2006 | 1.04% | 2.22% | 583 | 5.5 | 7.3 | -0.5 | 0.71% | - | - |
| 06/2006 | -2.22% | 1.17% | 579.7 | 5.7 | 5.8 | 0.8 | 0.71% | - | - |
| 05/2006 | -0.78% | 3.47% | 592.5 | 6.6 | 6.2 | 0.1 | 0.71% | - | - |
| 04/2006 | 1.72% | 4.28% | 597 | 5.2 | 3.7 | -0.2 | 0.71% | - | - |
| 03/2006 | 0.94% | 2.52% | 585.9 | 5.2 | 5.1 | 0.1 | 0.71% | - | - |
| 02/2006 | -0.38% | 1.56% | 580.5 | 5.8 | 17.8 | -0.5 | 0.71% | - | - |
| 01/2006 | 1.95% | 1.95% | 594.3 | 7.7 | 11.7 | 0.7 | 0.71% | - | - |
| 12/2005 | 0.92% | 15.56% | 587.1 | 46.2 | 7 | -0.8 | 0.71% | - | - |
| 11/2005 | 0.81% | 14.51% | 544.8 | 6.5 | 5.9 | -0.7 | 0.71% | - | - |
| 10/2005 | 0.12% | 13.59% | 540.8 | 5.4 | 3.6 | -0.5 | 0.71% | - | - |
| 09/2005 | 2.16% | 13.45% | 539.2 | 3.9 | 4.9 | -1.8 | 0.71% | - | - |
| 08/2005 | 2.17% | 11.05% | 530.9 | 5.5 | 4.3 | -1.4 | 0.71% | - | - |
| 07/2005 | 2.98% | 8.69% | 520 | 5.7 | 4.2 | -0.9 | 0.71% | - | - |
| 06/2005 | -0.59% | 5.55% | 504.7 | 7.8 | 6.6 | -0.9 | 0.71% | - | - |
| 05/2005 | 1.94% | 6.17% | 508 | 5.7 | 4.4 | -0.7 | 0.71% | - | - |
| 04/2005 | 1.05% | 4.15% | 497.7 | 5.4 | 9.3 | -1.5 | 0.71% | - | - |
| 03/2005 | -0.09% | 3.07% | 498.3 | 4.5 | 8.9 | -0.6 | 0.71% | - | - |
| 02/2005 | 1.44% | 3.16% | 504.2 | 4.9 | 9.9 | -1.1 | 0.71% | - | - |
| 01/2005 | 1.7% | 1.7% | 503.4 | 6.2 | 6.2 | -0.6 | 0.71% | - | - |
| 12/2004 | 2.65% | 9.44% | 496 | 42 | 4.3 | -0.6 | 0.71% | - | - |
| 11/2004 | 1.96% | 6.61% | 447.4 | 6.1 | 3.2 | -0.1 | 0.71% | - | - |
| 10/2004 | -0.12% | 4.56% | 436.4 | 5.2 | 2.5 | -0.3 | 0.71% | - | - |
| 09/2004 | 0.94% | 4.69% | 434.8 | 4.6 | 4.6 | -0.4 | 0.71% | - | - |
| 08/2004 | -0.09% | 3.72% | 431.4 | 6 | 3.7 | -0.4 | 0.71% | - | - |
| 07/2004 | -1.03% | 3.81% | 430.2 | 5.4 | 5.8 | -0.1 | 0.71% | - | - |
| 06/2004 | 1.71% | 4.89% | 435.3 | 4.4 | 5 | 0.2 | 0.71% | - | - |
| 05/2004 | 0.89% | 3.13% | 428.7 | 6.6 | 4.2 | -0.8 | 0.71% | - | - |
| 04/2004 | 0.23% | 2.22% | 423.6 | 4.5 | 6.2 | -1.4 | 0.71% | - | - |
| 03/2004 | 1% | 1.98% | 426 | 5.4 | 7.9 | 0.5 | 0.71% | - | - |
| 02/2004 | 0.24% | 0.97% | 424.1 | 5.9 | 14.5 | 0.9 | 0.71% | - | - |
| 01/2004 | 0.73% | 0.73% | 431.1 | 6.5 | 9 | 0.9 | 0.71% | - | - |
| 12/2003 | 1.15% | 17.97% | 429.9 | 40.2 | 4.7 | -0.1 | 0.87% | - | - |
| 11/2003 | 2% | 16.62% | 390.2 | 6.6 | 4.1 | -0.3 | 0.87% | - | - |
| 10/2003 | 2.93% | 14.34% | 380.7 | 4.7 | 3.7 | 0.1 | 0.87% | - | - |
| 09/2003 | 1.88% | 11.08% | 369 | 3.9 | 4.3 | -0.1 | 0.87% | - | - |
| 08/2003 | 0.21% | 9.03% | 363 | 4.9 | 4.2 | -0.4 | 0.87% | - | - |
| 07/2003 | -0.93% | 8.8% | 362.2 | 5.9 | 5.9 | 0.1 | 0.87% | - | - |
| 06/2003 | 1.56% | 9.83% | 365.6 | 4.6 | 5.5 | 0.1 | 0.87% | - | - |
| 05/2003 | 2.46% | 8.14% | 360.9 | 6 | 10.3 | 0.1 | 0.87% | - | - |
| 04/2003 | 3.21% | 5.54% | 356.7 | 4.7 | 9.1 | 0.1 | 0.87% | - | - |
| 03/2003 | 1.5% | 2.26% | 350.3 | 4.9 | 15.5 | -0.2 | 0.87% | - | - |
| 02/2003 | 0.91% | 0.75% | 356.1 | 4.4 | 26.5 | 0.1 | 0.87% | - | - |
| 01/2003 | -0.16% | -0.16% | 375.1 | 5.7 | 9.9 | 0.9 | 0.87% | - | - |
| 12/2002 | -0.96% | -2.86% | 379.4 | 38 | 7.7 | -0.1 | 0.71% | - | - |
| 11/2002 | 3.74% | -1.92% | 352.7 | 5.5 | 6.6 | -0 | 0.71% | - | - |
| 10/2002 | -0.43% | -5.46% | 341.5 | 6.1 | 6.1 | 0 | 0.71% | - | - |
| 09/2002 | -2.86% | -5.05% | 343.1 | 4.5 | 5.9 | 0.6 | 0.71% | - | - |
| 08/2002 | 0.28% | -2.25% | 354.1 | 3.7 | 6 | -0 | 0.71% | - | - |
| 07/2002 | 1.01% | -2.53% | 355.6 | 6.6 | 7 | 0.2 | 0.71% | - | - |
| 06/2002 | -1.89% | -3.5% | 352.4 | 5.4 | 8.1 | 0.1 | 0.71% | - | - |
| 05/2002 | 1.22% | -1.64% | 362 | 5.3 | 7.9 | -0.3 | 0.71% | - | - |
| 04/2002 | -1% | -2.83% | 360.7 | 4.7 | 6.6 | -0.3 | 0.71% | - | - |
| 03/2002 | -1.63% | -1.85% | 366.7 | 5.5 | 18.5 | -0.2 | 0.71% | - | - |
| 02/2002 | -1.15% | -0.22% | 386 | 5.7 | 51.5 | -0.1 | 0.71% | - | - |
| 01/2002 | 0.94% | 0.94% | 436.6 | 8.9 | 6.4 | 0 | 0.71% | - | - |
| 12/2001 | 3.73% | 7.64% | 430.4 | 37.1 | 4.3 | 0 | 0.72% | - | - |
| 11/2001 | 1.43% | 3.77% | 383.7 | 6.9 | 1.9 | 0 | 0.72% | - | - |
| 10/2001 | 0.52% | 2.31% | 373.5 | 6 | 1.7 | 0 | 0.72% | - | - |
| 09/2001 | -1.65% | 1.78% | 367.5 | 6.3 | 2.8 | 0 | 0.72% | - | - |
| 08/2001 | -0.24% | 3.49% | 370.5 | 6.3 | 2.3 | 0 | 0.72% | - | - |
| 07/2001 | 1.39% | 3.74% | 367.5 | 6.7 | 2.7 | 0 | 0.72% | - | - |
| 06/2001 | 0.76% | 2.31% | 358.7 | 5.5 | 2.5 | 0 | 0.72% | - | - |
| 05/2001 | 0.81% | 1.54% | 353.2 | 5.9 | 4.1 | 0 | 0.72% | - | - |
| 04/2001 | 2.72% | 0.73% | 348.9 | 5.6 | 2.5 | 0 | 0.72% | - | - |
| 03/2001 | -2.42% | -1.94% | 337.1 | 5.4 | 3.4 | 0 | 0.72% | - | - |
| 02/2001 | 0.34% | 0.49% | 343.3 | 6.2 | 4.8 | 0 | 0.72% | - | - |
| 01/2001 | 0.15% | 0.15% | 341 | 7.9 | 4.5 | 0 | 0.72% | - | - |
| 12/2000 | 0.08% | 1.48% | 337.2 | 36.2 | 3.4 | 0 | 0.77% | - | - |
| 11/2000 | -0.21% | 1.4% | 304.7 | 6.2 | 2.6 | 0 | 0.77% | - | - |
| 10/2000 | -3.6% | 1.62% | 301.8 | 5.5 | 1.6 | 0 | 0.77% | - | - |
| 09/2000 | -0.3% | 5.41% | 309.2 | 5.2 | 1 | 0 | 0.77% | - | - |
| 08/2000 | 1.86% | 5.73% | 306.1 | 5.7 | 2.2 | 0 | 0.77% | - | - |
| 07/2000 | -0.76% | 3.8% | 297.1 | 5.2 | 2.3 | 0 | 0.77% | - | - |
| 06/2000 | 0.98% | 4.59% | 296.7 | 5 | 1.6 | 0 | 0.77% | - | - |
| 05/2000 | 2.44% | 3.58% | 291.2 | 5.4 | 2.2 | 0 | 0.77% | - | - |
| 04/2000 | -1.44% | 1.11% | 281.4 | 6.3 | 2.4 | 0 | 0.77% | - | - |
| 03/2000 | -1.35% | 2.59% | 281.6 | 5.3 | 2 | 0 | 0.77% | - | - |
| 02/2000 | 3.64% | 3.99% | 282.6 | 5.4 | 2.4 | 0 | 0.77% | - | - |
| 01/2000 | 0.34% | 0.34% | 269.3 | 5.5 | 1.8 | 0 | 0.77% | - | - |
| 12/1999 | 2.58% | 15.74% | 264.8 | 29.5 | 2.3 | 0 | - | - | - |
| 11/1999 | 1.94% | 12.83% | 232.5 | 4.2 | 1.6 | 0 | - | - | - |
| 10/1999 | 0.86% | 10.68% | 225.3 | 5.6 | 1.5 | 0 | - | - | - |
| 09/1999 | 1.2% | 9.74% | 219.7 | 4.4 | 1.8 | 0 | - | - | - |
| 08/1999 | -0.04% | 8.44% | 214 | 5.9 | 2.1 | 0 | - | - | - |
| 07/1999 | 0.7% | 8.48% | 210.3 | 4.9 | 2.3 | 0 | - | - | - |
| 06/1999 | 1.57% | 7.73% | 207.2 | 5.4 | 1.7 | 0 | - | - | - |
| 05/1999 | 1.2% | 6.06% | 200.6 | 5.4 | 1.8 | 0 | - | - | - |
| 04/1999 | 1.87% | 4.8% | 194.1 | 3.7 | 1.6 | 0 | - | - | - |
| 03/1999 | 2.28% | 2.88% | 187.6 | 5.4 | 1.4 | 0 | - | - | - |
| 02/1999 | 0.86% | 0.59% | 180.5 | 5.5 | 1.6 | 0 | - | - | - |
| 01/1999 | -0.27% | -0.27% | 175.7 | 3.8 | 1.6 | 0 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של הלמן-אלדובי השתלמות כללי?
ב-10/2021: - לחודש, - מתחילת השנה, - ל-3 שנים ו-- ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בהלמן-אלדובי השתלמות כללי?
0.87% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם הלמן-אלדובי השתלמות 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.
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.
שטר הוא אתר פרטי, לא רשמי. הנתונים מוצגים כמות שהם; במקרה של סתירה, רק הפרסום הרשמי ייחשב כנכון. מצאת טעות? בקשת תיקון.