אלמוג קופה מרכזית לפיצויים ליד כלל ישראל: תשואה, דמי ניהול וסיכון
הקרן הפסיקה לדווח ב-10/2020 (מוזגה או נסגרה) - הנתונים היסטוריים
אלמוג קופה מרכזית לפיצויים ליד כלל ישראל מנוהלת על ידי כלל פנסיה וגמל בע"מ, בסיווג מרכזית לפיצויים, פעילה מ-1974; 262 חודשי דיווח מ-01/1999 עד 10/2020.
תשואה 10/2020
0%
מתחילת השנה
-3.38%
3 שנים מצטבר
9.14%
5 שנים מצטבר
16.46%
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-10/2020: 0 מיליון ש"ח, מקום 69 מתוך 71 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 16.46%, מקום 19 מתוך 59 בקטגוריה; ל-3 שנים: 9.14% (מקום 19 מתוך 61).
- 10,000 ש"ח שהופקדו לפני 5 שנים (11/2015) שווים היום 11,646 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 14,405 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.87% לשנה (מקום 64 מתוך 71 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: -22.3% בין 10/2007 ל-11/2008.
- סטיית תקן: 6.38; מדד שארפ: 0.41 (מקום 34 מתוך 59); חשיפה למניות -, לחו"ל -, למט"ח -.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 17.52% | 2.51% | 6.93% | -0.79% | 17.86% | 9.01% | 13.11% | 7.59% | 8.81% | -20.43% | 39.92% | 12.4% | -6.26% | 9.65% | 11.53% | 3.64% | 2.11% | 1.6% | 7.43% | -1.45% | 12.99% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2019.
דירוג בקטגוריה מרכזית לפיצויים (10/2020)
דירוג לפי הנתון בלבד, מתוך 71 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 0 | 69 / 71 |
| דמי ניהול מצבירה (נמוך = 1) | 0.87% | 64 / 71 |
| תשואה מתחילת השנה | -3.38% | 55 / 62 |
| תשואה 3 שנים | 9.14% | 19 / 61 |
| תשואה 5 שנים | 16.46% | 19 / 59 |
| מדד שארפ | 0.41 | 34 / 59 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 10/2020 | 0% | -3.38% | 0 | 0 | 0 | 0 | 0.87% | - | - |
| 09/2020 | -1.61% | -3.38% | 17.7 | 0 | 0.1 | 0 | 0.87% | 6.7% | 6.6% |
| 08/2020 | 2.38% | -1.8% | 18.1 | 0 | 0.2 | 0.1 | 0.87% | 7% | 6.8% |
| 07/2020 | 2.58% | -4.08% | 17.8 | 0 | 0.3 | -0.1 | 0.87% | 6.9% | 6.7% |
| 06/2020 | -0.17% | -6.49% | 17.7 | 0 | 0.1 | 0 | 0.87% | 6.6% | 6.6% |
| 05/2020 | 1.23% | -6.33% | 17.8 | 0 | 0.1 | -0.1 | 0.87% | 6.5% | 6.3% |
| 04/2020 | 4.72% | -7.47% | 17.8 | 0 | 0.1 | -1.3 | 0.87% | 6.9% | 6.1% |
| 03/2020 | -9.97% | -11.64% | 18.3 | 0 | 0.2 | -0.6 | 0.87% | 6.6% | 5.9% |
| 02/2020 | -2.14% | -1.86% | 21.2 | 0 | 0.2 | 0 | 0.87% | 7.8% | 6.8% |
| 01/2020 | 0.29% | 0.29% | 22 | 0 | 0 | 0 | 0.87% | 8.4% | 7.1% |
| 12/2019 | 0.98% | 12.99% | 21.9 | 0 | 4.5 | -0.1 | 0.73% | 8.1% | 7.2% |
| 11/2019 | 0.77% | 11.9% | 26.3 | 0 | 3.3 | 0 | 0.73% | 10.5% | 9.4% |
| 10/2019 | 1.3% | 11.04% | 29.4 | 0 | 0.1 | -0 | 0.73% | 11.3% | 9.9% |
| 09/2019 | 1.16% | 9.62% | 29.1 | 0 | 0.1 | -0.3 | 0.73% | 11% | 9.7% |
| 08/2019 | -0.46% | 8.36% | 29.1 | 0 | 0.1 | -0.3 | 0.73% | 10.1% | 9.8% |
| 07/2019 | 0.99% | 8.86% | 29.6 | 0 | 0 | 0 | 0.73% | 10.8% | 10% |
| 06/2019 | 2.26% | 7.79% | 29.4 | 0 | 0.2 | -0.2 | 0.73% | 10.8% | 10.6% |
| 05/2019 | -1.16% | 5.41% | 29.1 | 0 | 0.2 | -0.1 | 0.73% | 9.7% | 9.1% |
| 04/2019 | 1.67% | 6.65% | 29.7 | 0 | 0 | -4.1 | 0.73% | 11.3% | 10.7% |
| 03/2019 | 0.85% | 4.9% | 33.3 | 0 | 1.2 | -0.1 | 0.73% | 12.3% | 11.4% |
| 02/2019 | 1.16% | 4.01% | 34.3 | 0 | 0.3 | 0 | 0.73% | 12.5% | 11.5% |
| 01/2019 | 2.82% | 2.82% | 34.2 | 0 | 0.8 | -0.1 | 0.73% | 12.4% | 11.7% |
| 12/2018 | -2.69% | -1.45% | 34.1 | 0 | 2.8 | -0.8 | 0.64% | 12.1% | 12% |
| 11/2018 | 0.35% | 1.28% | 38.6 | 0 | 0 | -0.2 | 0.64% | 14.3% | 13.2% |
| 10/2018 | -1.93% | 0.93% | 38.7 | 0 | 0 | -0.1 | 0.64% | 14.3% | 13.4% |
| 09/2018 | 0.12% | 2.91% | 39.6 | 0 | 0.1 | -0.7 | 0.64% | 14.5% | 12.8% |
| 08/2018 | 0.95% | 2.79% | 40.4 | 0 | 1.8 | 0 | 0.64% | 14.4% | 12.4% |
| 07/2018 | 1.41% | 1.82% | 41.9 | 0 | 3 | 0 | 0.64% | 15.3% | 13.6% |
| 06/2018 | -0.06% | 0.41% | 44.3 | 0 | 0.3 | 0 | 0.64% | 16% | 14.8% |
| 05/2018 | 0.22% | 0.47% | 44.6 | 0 | 0 | -0.3 | 0.64% | 15.6% | 14.7% |
| 04/2018 | 0.69% | 0.25% | 44.9 | 0 | 0.8 | -0.2 | 0.64% | 15.9% | 15.1% |
| 03/2018 | -0.53% | -0.44% | 45.5 | 0 | 1.1 | -0.2 | 0.64% | 15.4% | 14.1% |
| 02/2018 | -1.39% | 0.09% | 47 | 0 | 0.1 | -0.4 | 0.64% | 17.1% | 14.4% |
| 01/2018 | 1.5% | 1.5% | 48.2 | 0 | 5.3 | -0.4 | 0.64% | 16.5% | 14.1% |
| 12/2017 | 0.63% | 7.43% | 53 | 0 | 1.2 | 0 | 0.76% | 18.2% | 15.2% |
| 11/2017 | 0.8% | 6.75% | 53.9 | 0 | 0.2 | -0.6 | 0.76% | 20.5% | 15.9% |
| 10/2017 | 1.08% | 5.91% | 54.3 | 0 | 0.1 | 0 | 0.76% | 19.2% | 15.9% |
| 09/2017 | 0.46% | 4.77% | 53.8 | 0 | 0.2 | 0 | 0.76% | 18.4% | 15.5% |
| 08/2017 | 0.24% | 4.29% | 53.8 | 0 | 1.1 | 0 | 0.76% | 18.6% | 15.8% |
| 07/2017 | 1.38% | 4.04% | 54.8 | 0 | 0.1 | 0 | 0.76% | 19.1% | 16.3% |
| 06/2017 | -0.58% | 2.63% | 54.2 | 0 | 0 | 0 | 0.76% | 18.6% | 15.8% |
| 05/2017 | 1.22% | 3.23% | 54.5 | -0 | 0.2 | 1.1 | 0.76% | 18.7% | 16.5% |
| 04/2017 | 0.95% | 1.98% | 53.1 | 0 | 0.2 | 0 | 0.76% | 18.3% | 16.3% |
| 03/2017 | 0.25% | 1.02% | 52.8 | 0 | 0.1 | 0 | 0.76% | 18.2% | 15.7% |
| 02/2017 | 0.43% | 0.77% | 52.7 | 0 | 0.1 | -0.7 | 0.76% | 18.7% | 16.3% |
| 01/2017 | 0.34% | 0.34% | 53.4 | 0 | 0.1 | 0 | 0.76% | 18.4% | 16% |
| 12/2016 | 0.86% | 1.6% | 53.3 | 0 | 0.1 | 0 | 0.79% | 18.6% | 15.6% |
| 11/2016 | -0.04% | 0.73% | 53 | 0 | 0 | 0 | 0.79% | 17.4% | 14.7% |
| 10/2016 | 0.15% | 0.77% | 53.1 | 0 | 0 | 0 | 0.79% | 17% | 13.3% |
| 09/2016 | -0.79% | 0.62% | 53.1 | 0 | 0.1 | -6.3 | 0.79% | 17% | 13% |
| 08/2016 | 0.02% | 1.42% | 59.9 | 0 | 0.2 | 0 | 0.79% | 18.5% | 13.1% |
| 07/2016 | 1.94% | 1.4% | 60.1 | 0 | 0.2 | 0 | 0.79% | 19% | 14% |
| 06/2016 | -0.45% | -0.53% | 59.2 | 0 | 0.2 | 0 | 0.79% | 18.9% | 13.5% |
| 05/2016 | 0.35% | -0.08% | 59.7 | 0 | 0.2 | -0.5 | 0.79% | 18.3% | 12.8% |
| 04/2016 | 0.82% | -0.43% | 60.2 | 0 | 0 | -0.1 | 0.79% | 18.5% | 12.6% |
| 03/2016 | 0.9% | -1.24% | 59.9 | 0 | 0.3 | -0.8 | 0.79% | 18.7% | 12.5% |
| 02/2016 | -0.78% | -2.12% | 60.5 | 0 | 0.7 | 0.1 | 0.79% | 18% | 11.9% |
| 01/2016 | -1.35% | -1.35% | 61.7 | 0 | 0.1 | 0 | 0.79% | 19.6% | 13.9% |
| 12/2015 | -0.75% | 2.11% | 62.6 | 0 | 0 | -0.2 | 0.96% | 21.5% | 15.7% |
| 11/2015 | -0.08% | 2.88% | 63.3 | 0 | 0.1 | 0 | 0.96% | 22.8% | 16.4% |
| 10/2015 | 2.6% | 2.96% | 63.5 | 0 | 0.1 | 0 | 0.96% | 23.3% | 15.8% |
| 09/2015 | -1.99% | 0.35% | 62 | 0 | 0 | 0 | 0.96% | 22.5% | 14.4% |
| 08/2015 | -1.61% | 2.39% | 63.3 | 0 | 0 | -0.4 | 0.96% | 24% | 15.1% |
| 07/2015 | 1.7% | 4.07% | 64.8 | 0 | 0.2 | -0.1 | 0.96% | 24.9% | 17% |
| 06/2015 | -2.74% | 2.33% | 63.9 | 0 | 0.1 | -2 | 0.96% | 24.8% | 16.7% |
| 05/2015 | 0.42% | 5.21% | 67.9 | 0 | 0.1 | -0.7 | 0.96% | 25.9% | 17.9% |
| 04/2015 | 0.48% | 4.77% | 68.5 | 0 | 0.2 | 0 | 0.96% | 26.1% | 18.6% |
| 03/2015 | 0.78% | 4.27% | 68.4 | 0 | 0 | 0 | 0.96% | 26.2% | 19% |
| 02/2015 | 2.56% | 3.46% | 67.9 | 0 | 0.1 | 0 | 0.96% | 23.9% | 18.1% |
| 01/2015 | 0.88% | 0.88% | 66.3 | 0 | 0.2 | -0 | 0.96% | 22.7% | 17.3% |
| 12/2014 | -1.66% | 3.64% | 66 | 0 | 0.1 | -0.1 | 1.13% | 22.6% | 18.1% |
| 11/2014 | 1.39% | 5.39% | 67.3 | 0 | 0.2 | 0.1 | 1.13% | 24.2% | 20.7% |
| 10/2014 | -0.2% | 3.95% | 66.6 | 0 | 0.2 | 0 | 1.13% | 23.7% | 20% |
| 09/2014 | -0.02% | 4.16% | 67 | 0 | 0.1 | -0 | 1.13% | 23.9% | 20.1% |
| 08/2014 | 1.63% | 4.18% | 67.2 | 0 | 0.2 | -3 | 1.13% | 24.4% | 21.2% |
| 07/2014 | -0.38% | 2.51% | 69.3 | 0 | 0.3 | -1.6 | 1.13% | 22.4% | 19.5% |
| 06/2014 | -0.25% | 2.9% | 71.6 | 0 | 0.1 | 0 | 1.13% | 23.4% | 19% |
| 05/2014 | 1.02% | 3.16% | 71.9 | 0 | 0.3 | -11.1 | 1.13% | 23.1% | 19.4% |
| 04/2014 | -0.22% | 2.11% | 82.6 | 0 | 1 | 0.1 | 1.13% | 26.9% | 21% |
| 03/2014 | 0.88% | 2.34% | 83.8 | 0 | 0.1 | -0.5 | 1.13% | 27.7% | 20.5% |
| 02/2014 | 1.65% | 1.45% | 83.7 | 0 | 0.4 | -0 | 1.13% | 27.4% | 21.1% |
| 01/2014 | -0.2% | -0.2% | 82.8 | 0 | 0.1 | 0.1 | 1.13% | 25% | 19.6% |
| 12/2013 | 0.03% | 11.53% | 83.1 | 0 | -1.2 | -2.3 | 1.17% | 26.4% | 19.9% |
| 11/2013 | 1.36% | 11.5% | 84.1 | 0 | 0.5 | 0 | 1.17% | 27.8% | 20.3% |
| 10/2013 | 1.81% | 10% | 83.5 | 0 | 1.5 | 0 | 1.17% | 27.1% | 20.7% |
| 09/2013 | 1.91% | 8.05% | 83.6 | 0 | 1.4 | -1.1 | 1.17% | 27.5% | 21.5% |
| 08/2013 | -0.14% | 6.02% | 84.6 | 0 | 0.9 | -5.4 | 1.17% | 26.7% | 21.1% |
| 07/2013 | 1.97% | 6.17% | 91.1 | 0 | 2.9 | 0 | 1.17% | 29.4% | 23.8% |
| 06/2013 | -1.69% | 4.12% | 92.3 | 0 | 1.8 | 0 | 1.17% | 29.4% | 22.8% |
| 05/2013 | 1.74% | 5.91% | 95.5 | 0 | 4 | -0.3 | 1.17% | 29.9% | 25.3% |
| 04/2013 | 1.31% | 4.1% | 97.6 | 0 | 1.3 | 0.9 | 1.17% | 28.9% | 25.3% |
| 03/2013 | 0.42% | 2.75% | 97.6 | 0 | 1.4 | -0.8 | 1.17% | 30.1% | 25.3% |
| 02/2013 | 1.11% | 2.32% | 99.5 | 0 | 3.4 | -0.7 | 1.17% | 31% | 27.1% |
| 01/2013 | 1.2% | 1.2% | 102.6 | 0 | 1.5 | 0 | 1.17% | 32.7% | 27.4% |
| 12/2012 | 0.61% | 9.65% | 103 | 0 | 0.9 | -0.2 | 1.2% | 32% | 25.7% |
| 11/2012 | 1.07% | 8.99% | 103.6 | 0 | 2.6 | -1.1 | 1.2% | 33.8% | 25.1% |
| 10/2012 | 1.63% | 7.83% | 106.3 | 0 | 0.1 | -0.7 | 1.2% | 30.8% | 24.5% |
| 09/2012 | 2.14% | 6.1% | 105.4 | 0 | 0.2 | 0 | 1.2% | 29.9% | 25.7% |
| 08/2012 | 0.57% | 3.88% | 103.5 | 0 | 0.1 | -0.4 | 1.2% | 28.6% | 27% |
| 07/2012 | 2.02% | 3.29% | 103.5 | 0 | 0.4 | -1.4 | 1.2% | 28.1% | 25.5% |
| 06/2012 | -0.75% | 1.25% | 103.3 | 0 | 0.6 | -1.7 | 1.2% | 28.2% | 25% |
| 05/2012 | -2.71% | 2.01% | 106.5 | 0 | 0.5 | -0.3 | 1.2% | 28.5% | 23.1% |
| 04/2012 | 0.9% | 4.85% | 110.4 | 0 | 0.3 | 0.2 | 1.2% | 33.6% | 25.6% |
| 03/2012 | 0.83% | 3.92% | 109.7 | 0 | 4 | -0.7 | 1.2% | 33.2% | 26.3% |
| 02/2012 | 0.43% | 3.06% | 113.5 | 0 | 0.7 | 0.5 | 1.2% | 32.4% | 26.1% |
| 01/2012 | 2.62% | 2.62% | 113.3 | 0 | 0.7 | -1.5 | 1.2% | 30.8% | 24.1% |
| 12/2011 | 0.45% | -6.26% | 112.7 | 0 | 4 | 2.5 | 1.18% | 29.9% | 21.5% |
| 11/2011 | -1.56% | -6.68% | 113.8 | 0.3 | 0.5 | 5 | 1.18% | 32.3% | 21.5% |
| 10/2011 | 3.26% | -5.2% | 110.9 | 0 | 0.5 | -0.1 | 1.18% | 32.3% | 21.1% |
| 09/2011 | -2.53% | -8.2% | 108.1 | 0 | 0.2 | -0.9 | 1.18% | 30.7% | 19.8% |
| 08/2011 | -3.6% | -5.81% | 112.1 | 0 | 0.4 | -4.3 | 1.18% | 25% | 20.5% |
| 07/2011 | -0.21% | -2.3% | 121.4 | 0.9 | 0.4 | 0.2 | 1.18% | 43.8% | 25.1% |
| 06/2011 | -1.15% | -2.09% | 121.1 | 0 | 0.3 | -1.3 | 1.18% | 43.9% | 25.4% |
| 05/2011 | -0.91% | -0.95% | 124.2 | 0 | 0.8 | 1.3 | 1.18% | 44.8% | 25.4% |
| 04/2011 | -0.21% | -0.04% | 125 | 0 | 0.1 | 0.6 | 1.18% | 44.2% | 24% |
| 03/2011 | -0.38% | 0.17% | 124.9 | 0 | 0.6 | -2 | 1.18% | 46.5% | 23.5% |
| 02/2011 | 0.06% | 0.55% | 128.1 | 0 | 0.9 | 18.4 | 1.18% | 45.8% | 23.3% |
| 01/2011 | 0.49% | 0.49% | 110.7 | 0.2 | 0.3 | -3.8 | 1.18% | 41.6% | 22.2% |
| 12/2010 | 1.95% | 12.4% | 114.1 | 1.5 | 0.7 | 0.8 | 1.15% | 41.8% | 21.7% |
| 11/2010 | -0.83% | 10.25% | 110.6 | 0.1 | 0.2 | 1.8 | 1.15% | 40.4% | 19.6% |
| 10/2010 | 3.21% | 11.17% | 109.9 | 0.1 | 0.2 | 0.3 | 1.15% | 39.9% | 19.7% |
| 09/2010 | 2.28% | 7.71% | 106.4 | 0.1 | 0.5 | -0.2 | 1.15% | 37.7% | 18.7% |
| 08/2010 | 0.99% | 5.31% | 104.7 | 0.1 | 0.5 | 0.2 | 1.15% | 36.4% | 17.1% |
| 07/2010 | 2.47% | 4.28% | 103.9 | 0.2 | 0.3 | 0 | 1.15% | 34.9% | 17.3% |
| 06/2010 | 0.33% | 1.76% | 101.6 | 0.1 | 0.6 | -1.5 | 1.15% | 33.4% | 16.5% |
| 05/2010 | -2.52% | 1.43% | 103.3 | 0.1 | 0.2 | -5.1 | 1.15% | 33.9% | 15.9% |
| 04/2010 | -0.88% | 4.05% | 111.2 | 0.1 | 0.2 | 0.8 | 1.15% | 36.1% | 17.4% |
| 03/2010 | 2.37% | 4.98% | 111.6 | 0.1 | 0.1 | 7.1 | 1.15% | 36.2% | 16.6% |
| 02/2010 | 1.52% | 2.55% | 102.2 | 0.1 | 0.3 | -1 | 1.15% | 33.5% | 14.1% |
| 01/2010 | 1.01% | 1.01% | 101.9 | 0.1 | 0.1 | -1.2 | 1.15% | 32.9% | 14.2% |
| 12/2009 | 1.17% | 39.92% | 102.1 | 1.4 | 0.4 | 1.6 | 1.18% | 34.9% | 12.5% |
| 11/2009 | 2.12% | 38.3% | 98.5 | 0.1 | 0.4 | -0.6 | 1.18% | 33.9% | 14.4% |
| 10/2009 | 2.37% | 35.43% | 97.4 | 0.1 | 0.1 | 0.1 | 1.18% | 31.2% | 13.3% |
| 09/2009 | 1.49% | 32.3% | 95.1 | 0.1 | 0.3 | 0.1 | 1.18% | 28% | 11.6% |
| 08/2009 | 1.97% | 30.36% | 93.9 | 0.2 | 0.1 | -0.1 | 1.18% | 27.5% | 11.7% |
| 07/2009 | 3.84% | 27.84% | 92.1 | 0.1 | 0.1 | 1 | 1.18% | 27.3% | 10% |
| 06/2009 | 3.35% | 23.11% | 87.8 | 0.1 | 0.1 | -0.6 | 1.18% | 23.4% | 8.6% |
| 05/2009 | 2.17% | 19.12% | 85.6 | 0.1 | 0 | 0 | 1.18% | 22.1% | 8.1% |
| 04/2009 | 5.01% | 16.59% | 83.8 | 0.1 | 0.4 | -0.9 | 1.18% | 20.2% | 7.3% |
| 03/2009 | 4.81% | 11.03% | 81 | 0.1 | 0.4 | -1.6 | 1.18% | 18.9% | 6.8% |
| 02/2009 | 0.59% | 5.93% | 79.3 | 0.1 | 0.1 | -0 | 1.18% | 18% | 7.4% |
| 01/2009 | 5.31% | 5.31% | 79 | 0.2 | 0.4 | -3.4 | 1.18% | 15.3% | 7.4% |
| 12/2008 | 0.33% | -20.43% | 78.5 | 0.6 | 0.4 | -0.1 | 1.18% | 15.5% | 7.7% |
| 11/2008 | -1.94% | -20.69% | 78.2 | 0.2 | 0.3 | -1.7 | 1.18% | 18.3% | 8.7% |
| 10/2008 | -9.88% | -19.12% | 81.7 | 0.1 | 0.2 | -0.1 | 1.18% | 19.5% | 9% |
| 09/2008 | -6.29% | -10.26% | 90.8 | 0.1 | 0.6 | -0.3 | 1.18% | 24.6% | 8.7% |
| 08/2008 | -0.54% | -4.23% | 97.7 | 0.2 | 0.2 | 0.2 | 1.18% | 29.3% | 9.5% |
| 07/2008 | -1.19% | -3.71% | 98.1 | 0.2 | 0.5 | 1.2 | 1.18% | 26.6% | 8% |
| 06/2008 | -0.92% | -2.55% | 98.5 | 0.3 | 0.2 | 0.3 | 1.18% | 26.2% | 8% |
| 05/2008 | 1.38% | -1.65% | 99.1 | 0.2 | 0.2 | 0.1 | 1.18% | 26.3% | 6.7% |
| 04/2008 | 2% | -2.99% | 97.8 | 0.1 | 0.1 | -0.4 | 1.18% | 23.8% | 6.9% |
| 03/2008 | -2.68% | -4.89% | 96.3 | 0.1 | 0.3 | 0.6 | 1.18% | 21.8% | 5.9% |
| 02/2008 | 1.57% | -2.27% | 98.6 | 0.1 | 0.3 | 0.8 | 1.18% | 24.9% | 6.9% |
| 01/2008 | -3.78% | -3.78% | 96.7 | 0.8 | 0.1 | 1.3 | 1.18% | 27.1% | 6.8% |
| 12/2007 | -0.18% | 8.81% | 98.5 | 6.4 | 0.4 | 0 | 1.17% | - | - |
| 11/2007 | -1.83% | 9% | 92.7 | 0.2 | 0.2 | 1.9 | 1.17% | - | - |
| 10/2007 | 2.72% | 11.03% | 92.7 | 0.1 | 0.1 | 0.7 | 1.17% | - | - |
| 09/2007 | 1.89% | 8.09% | 89.7 | 0.2 | 0.1 | 0.3 | 1.17% | - | - |
| 08/2007 | -2.67% | 6.09% | 87.8 | 0.1 | 0.1 | 0.7 | 1.17% | - | - |
| 07/2007 | -0.67% | 9% | 89.5 | 0.2 | 0.1 | 1.8 | 1.17% | - | - |
| 06/2007 | 0.29% | 9.73% | 88.3 | 0.1 | 0.1 | 0.1 | 1.17% | - | - |
| 05/2007 | 2.53% | 9.42% | 88 | 0.1 | 0.1 | 0.7 | 1.17% | - | - |
| 04/2007 | 2.81% | 6.72% | 85.3 | 0.2 | 0.1 | -0.5 | 1.17% | - | - |
| 03/2007 | 0.79% | 3.8% | 83.4 | 0.1 | 0.3 | -0.6 | 1.17% | - | - |
| 02/2007 | 0.74% | 2.99% | 83.9 | 0.1 | 0.1 | -0.1 | 1.17% | - | - |
| 01/2007 | 2.23% | 2.23% | 83.4 | 0.2 | 0.1 | 0.2 | 1.17% | - | - |
| 12/2006 | -0.17% | 7.59% | 81.4 | 1.2 | 0.1 | -0.1 | 1.17% | - | - |
| 11/2006 | 1.09% | 7.77% | 80.5 | 0 | 0.3 | -0.4 | 1.17% | - | - |
| 10/2006 | 2.88% | 6.61% | 80.3 | 0.4 | 0.1 | 0 | 1.17% | - | - |
| 09/2006 | 0.46% | 3.62% | 77.8 | 0.3 | 0.1 | 0.2 | 1.17% | - | - |
| 08/2006 | 0.7% | 3.15% | 77.1 | 0.2 | 0.2 | -0.1 | 1.17% | - | - |
| 07/2006 | 0.85% | 2.43% | 76.7 | 0.5 | 0.2 | -0 | 1.17% | - | - |
| 06/2006 | -2.19% | 1.57% | 75.9 | 0.2 | 0.2 | 1.1 | 1.17% | - | - |
| 05/2006 | -0.7% | 3.84% | 76.6 | 0.1 | 0 | 0.7 | 1.17% | - | - |
| 04/2006 | 2.09% | 4.57% | 76.4 | 0.1 | 0.1 | 0.9 | 1.17% | - | - |
| 03/2006 | 0.96% | 2.43% | 73.9 | 0.3 | 0.2 | 0.2 | 1.17% | - | - |
| 02/2006 | -0.52% | 1.46% | 73 | 0.2 | 0.1 | 1.1 | 1.17% | - | - |
| 01/2006 | 1.99% | 1.99% | 72.2 | 0.3 | 0.2 | 0 | 1.17% | - | - |
| 12/2005 | 0.81% | 13.11% | 70.7 | 1 | 0.3 | 1.4 | 1.31% | - | - |
| 11/2005 | 0.22% | 12.2% | 68.2 | 0.1 | 0 | 1.6 | 1.31% | - | - |
| 10/2005 | 0.34% | 11.95% | 66.5 | 0.1 | 0 | 0.4 | 1.31% | - | - |
| 09/2005 | 2.26% | 11.57% | 65.9 | 0.1 | 0.1 | 2.2 | 1.31% | - | - |
| 08/2005 | 1.91% | 9.11% | 62.4 | 0.1 | 0.2 | 0.7 | 1.31% | - | - |
| 07/2005 | 2.25% | 7.06% | 60.7 | 0.1 | 0.1 | 0 | 1.31% | - | - |
| 06/2005 | -1.18% | 4.71% | 59.4 | 0 | 0 | 0.1 | 1.31% | - | - |
| 05/2005 | 1.62% | 5.96% | 60.1 | 0 | 0 | 0 | 1.31% | - | - |
| 04/2005 | 1.62% | 4.27% | 59.1 | 0 | 0.1 | 0.7 | 1.31% | - | - |
| 03/2005 | -0.09% | 2.6% | 57.7 | 0 | 0 | 0.3 | 1.31% | - | - |
| 02/2005 | 1.05% | 2.7% | 57.5 | 0 | 0.1 | 3.1 | 1.31% | - | - |
| 01/2005 | 1.63% | 1.63% | 53.9 | 0 | 0 | 0 | 1.31% | - | - |
| 12/2004 | 2.07% | 9.01% | 53.1 | 2.6 | 0 | 0 | 1.39% | - | - |
| 11/2004 | 1.72% | 6.8% | 49.6 | 0 | 0 | 0 | 1.39% | - | - |
| 10/2004 | 0.11% | 5% | 48.9 | 0 | 0.2 | -0.1 | 1.39% | - | - |
| 09/2004 | 0.73% | 4.88% | 49.1 | 0 | 0.1 | -1.1 | 1.39% | - | - |
| 08/2004 | -0.14% | 4.12% | 49.9 | 0 | 0.2 | 1.5 | 1.39% | - | - |
| 07/2004 | -0.44% | 4.27% | 48.7 | 0.1 | 0.3 | 0 | 1.39% | - | - |
| 06/2004 | 1.03% | 4.73% | 49.2 | 0 | 0.1 | 0 | 1.39% | - | - |
| 05/2004 | 0.7% | 3.66% | 48.8 | 0 | 0.1 | 0 | 1.39% | - | - |
| 04/2004 | 0.56% | 2.94% | 48.6 | 0 | 0.1 | -0.2 | 1.39% | - | - |
| 03/2004 | 0.9% | 2.37% | 48.6 | 0 | 0.1 | 0 | 1.39% | - | - |
| 02/2004 | 0.44% | 1.45% | 48.2 | 0 | 0.1 | 0 | 1.39% | - | - |
| 01/2004 | 1.01% | 1.01% | 48.2 | 0.1 | 0.3 | -2.7 | 1.39% | - | - |
| 12/2003 | 1.28% | 17.86% | 50.7 | 0.3 | 0.3 | 0 | 1.5% | - | - |
| 11/2003 | 1.89% | 16.37% | 50 | 0 | 0.2 | 0 | 1.5% | - | - |
| 10/2003 | 1.98% | 14.21% | 49.3 | 0 | 0.2 | 0 | 1.5% | - | - |
| 09/2003 | 1.56% | 11.99% | 48.5 | 0 | 0.1 | 9 | 1.5% | - | - |
| 08/2003 | 0.07% | 10.27% | 39 | 0 | 0.2 | 0 | 1.5% | - | - |
| 07/2003 | -0.76% | 10.2% | 39.2 | 0 | 0.3 | 0 | 1.5% | - | - |
| 06/2003 | 1.61% | 11.04% | 39.7 | 0 | 0.2 | 0 | 1.5% | - | - |
| 05/2003 | 2.71% | 9.28% | 39.3 | 0 | 0.1 | 0 | 1.5% | - | - |
| 04/2003 | 3.11% | 6.4% | 38.4 | 0 | 0 | 0 | 1.5% | - | - |
| 03/2003 | 1.79% | 3.19% | 37.2 | 0 | 0 | 0 | 1.5% | - | - |
| 02/2003 | 1.11% | 1.37% | 36.6 | 0 | 0.2 | 0 | 1.5% | - | - |
| 01/2003 | 0.26% | 0.26% | 36.5 | 0 | 0.1 | 0 | 1.5% | - | - |
| 12/2002 | -0.73% | -0.79% | 36.5 | 0 | 0.2 | -0 | 1.5% | - | - |
| 11/2002 | 3.38% | -0.06% | 36.9 | 0 | 0.1 | -0.3 | 1.5% | - | - |
| 10/2002 | -0.6% | -3.33% | 36.1 | 0 | 0.1 | 0 | 1.5% | - | - |
| 09/2002 | -1.73% | -2.75% | 36.4 | 0 | 0 | 0 | 1.5% | - | - |
| 08/2002 | 0.1% | -1.03% | 37.1 | 0 | 0.5 | 0 | 1.5% | - | - |
| 07/2002 | 0.72% | -1.13% | 37.6 | 0 | 0.4 | 0 | 1.5% | - | - |
| 06/2002 | -1.56% | -1.84% | 37.7 | 0 | 0.1 | 0 | 1.5% | - | - |
| 05/2002 | 1.51% | -0.28% | 38.4 | 0.1 | 0 | 0 | 1.5% | - | - |
| 04/2002 | -0.59% | -1.77% | 37.9 | 0.1 | 0.1 | -1 | 1.5% | - | - |
| 03/2002 | -1.78% | -1.18% | 39.2 | 0 | 0.1 | 0 | 1.5% | - | - |
| 02/2002 | -0.91% | 0.61% | 40 | 0 | 0 | 0 | 1.5% | - | - |
| 01/2002 | 1.53% | 1.53% | 40.4 | 0 | 0.1 | 0 | 1.5% | - | - |
| 12/2001 | 4.36% | 6.93% | 39.9 | 1.8 | 0.1 | 0 | 1.49% | - | - |
| 11/2001 | 1.54% | 2.46% | 36.7 | 0 | 0 | 0 | 1.49% | - | - |
| 10/2001 | 0.19% | 0.91% | 36.2 | 0 | 0.1 | 0 | 1.49% | - | - |
| 09/2001 | -1.38% | 0.72% | 36.2 | 0 | 0.1 | 0 | 1.49% | - | - |
| 08/2001 | -0.37% | 2.13% | 36.8 | 0.1 | 0.1 | 0 | 1.49% | - | - |
| 07/2001 | 0.82% | 2.5% | 36.9 | 0 | 0 | 0 | 1.49% | - | - |
| 06/2001 | 0.67% | 1.67% | 36.6 | 0 | 0.2 | 0 | 1.49% | - | - |
| 05/2001 | 1.05% | 0.99% | 36.6 | 0 | 0.2 | 0 | 1.49% | - | - |
| 04/2001 | 2.51% | -0.06% | 36.4 | 0 | 0.2 | 0 | 1.49% | - | - |
| 03/2001 | -2.04% | -2.5% | 35.7 | 0.1 | 0.2 | 0 | 1.49% | - | - |
| 02/2001 | -0.73% | -0.47% | 36.6 | 0 | 0 | 0 | 1.49% | - | - |
| 01/2001 | 0.26% | 0.26% | 37 | 0.1 | 0.1 | 0 | 1.49% | - | - |
| 12/2000 | 0.7% | 2.51% | 36.9 | 2.5 | -0 | 0 | 1.5% | - | - |
| 11/2000 | -0.42% | 1.79% | 34.2 | 0 | 3.8 | -0 | 1.5% | - | - |
| 10/2000 | -4.62% | 2.22% | 38.2 | 0 | 0.1 | -0 | 1.5% | - | - |
| 09/2000 | -0.48% | 7.17% | 40.2 | 0 | 0.2 | 0 | 1.5% | - | - |
| 08/2000 | 1.92% | 7.69% | 40.5 | 0 | 0 | -0.1 | 1.5% | - | - |
| 07/2000 | -0.67% | 5.66% | 39.9 | 0 | 0.2 | 0 | 1.5% | - | - |
| 06/2000 | 2.16% | 6.37% | 40.4 | 0 | 0.3 | -7.7 | 1.5% | - | - |
| 05/2000 | 1.98% | 4.13% | 47.6 | 0 | 0.2 | -2.9 | 1.5% | - | - |
| 04/2000 | -2.28% | 2.1% | 49.7 | 0 | 0.2 | 0 | 1.5% | - | - |
| 03/2000 | -2.76% | 4.49% | 51.1 | 0.1 | 0.2 | 0 | 1.5% | - | - |
| 02/2000 | 6.62% | 7.45% | 52.8 | 0.1 | 0.3 | 0 | 1.5% | - | - |
| 01/2000 | 0.78% | 0.78% | 49.8 | 0.1 | 0.4 | -1.1 | 1.5% | - | - |
| 12/1999 | 3.65% | 17.52% | 51 | 0.2 | 0.1 | 0 | - | - | - |
| 11/1999 | 2.48% | 13.38% | 49.2 | 0.1 | 0.1 | 0 | - | - | - |
| 10/1999 | 0.75% | 10.64% | 48.1 | 0.1 | 0.2 | 0 | - | - | - |
| 09/1999 | 1.13% | 9.82% | 47.9 | 0.1 | 0.4 | 0 | - | - | - |
| 08/1999 | 0.04% | 8.59% | 47.7 | 0.1 | 0.1 | 0 | - | - | - |
| 07/1999 | 1.2% | 8.55% | 47.8 | 0.2 | 0.4 | 0 | - | - | - |
| 06/1999 | 1.28% | 7.26% | 47.4 | 0.3 | 0.2 | -0.3 | - | - | - |
| 05/1999 | 1.07% | 5.9% | 47.1 | 0.2 | 0.1 | 0 | - | - | - |
| 04/1999 | 1.94% | 4.78% | 46.6 | 0.2 | 0.4 | 0 | - | - | - |
| 03/1999 | 1.85% | 2.79% | 45.9 | 0.2 | 0.1 | 0 | - | - | - |
| 02/1999 | 0.85% | 0.92% | 45.1 | 0.2 | 0.3 | 0 | - | - | - |
| 01/1999 | 0.07% | 0.07% | 44.9 | 0.2 | 0.3 | -4.9 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של אלמוג קופה מרכזית לפיצויים ליד כלל ישראל?
ב-10/2020: 0% לחודש, -3.38% מתחילת השנה, 9.14% ל-3 שנים ו-16.46% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול באלמוג קופה מרכזית לפיצויים ליד כלל ישראל?
0.87% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם אלמוג קופה מרכזית לפיצויים ליד כלל ישראל 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.