הפניקס מרכזית לפיצויים: תשואה, דמי ניהול וסיכון
הפניקס מרכזית לפיצויים מנוהלת על ידי הפניקס פנסיה וגמל בע"מ, בסיווג מרכזית לפיצויים, פעילה מ-1970; 305 חודשי דיווח מ-01/1999 עד 07/2026.
תשואה 07/2026
-0.05%
מתחילת השנה
4.38%
3 שנים מצטבר
37.48%
5 שנים מצטבר
39.85%
דמי ניהול מצבירה
0.55%
לשנה
נכסים
1,090
מיליון ש"ח
המידע והחישוב להמחשה בלבד ואינם ייעוץ פיננסי, פנסיוני, מס או משפטי. לפני החלטה פנה לבעל רישיון.
עובדות מחושבות
- נכסים מנוהלים ב-07/2026: 1,090 מיליון ש"ח, מקום 3 מתוך 53 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 39.85%, מקום 14 מתוך 46 בקטגוריה; ל-3 שנים: 37.48% (מקום 12 מתוך 46).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 13,985 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 18,743 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.55% לשנה (מקום 23 מתוך 53 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-10,444 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -12.4% בין 10/2007 ל-09/2011.
- סטיית תקן: 6.1; מדד שארפ: 0.86 (מקום 11 מתוך 46); חשיפה למניות 488.1%, לחו"ל 482.7%, למט"ח 213%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 1999 | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 16.01% | 4.26% | 7.1% | -0.75% | 16.94% | 9.71% | 13.03% | 6.99% | 8.71% | -0.88% | 8.39% | 8.67% | 5.8% | 1.69% | 3.43% | 6.89% | -2.04% | 12.99% | 4.2% | 13.33% | -9.48% | 8.17% | 13.47% | 14.78% |
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) | 1,090 | 3 / 53 |
| דמי ניהול מצבירה (נמוך = 1) | 0.55% | 23 / 53 |
| תשואה מתחילת השנה | 4.38% | 18 / 46 |
| תשואה 3 שנים | 37.48% | 12 / 46 |
| תשואה 5 שנים | 39.85% | 14 / 46 |
| מדד שארפ | 0.86 | 11 / 46 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- כלל פיצויים למעסיק 974 מ' ש"ח
- קופת בל"ד 932 מ' ש"ח
- מיטב פיצויים - כללי 1,302 מ' ש"ח
- הראל קמ"פ מסלול כללי 1,326 מ' ש"ח
- קופה כללית לפיצויים 601 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.05% | 4.38% | 1,089.9 | 0 | 2.1 | 0.1 | 0.55% | 488.1% | 482.7% |
| 06/2026 | -0.87% | 4.43% | 1,092.9 | 0 | 0.9 | -0.1 | 0.55% | 483.2% | 457.4% |
| 05/2026 | 1.62% | 5.35% | 1,104.1 | 0 | 2.2 | -0.1 | 0.55% | 485.7% | 434.6% |
| 04/2026 | 3.75% | 3.67% | 1,089.2 | 0 | 0.6 | -0 | 0.55% | 479.6% | 425% |
| 03/2026 | -2.61% | -0.08% | 1,051 | 0 | 0.9 | -0.8 | 0.55% | 452.2% | 416.7% |
| 02/2026 | 0.4% | 2.6% | 1,081.3 | 0 | 2.3 | 0 | 0.55% | 470.8% | 415.6% |
| 01/2026 | 2.19% | 2.19% | 1,079.7 | 0 | 1.2 | -8.4 | 0.55% | 466.6% | 416.3% |
| 12/2025 | 0.96% | 14.78% | 1,066.4 | 0 | 3.5 | 2 | 0.56% | 449.7% | 409.5% |
| 11/2025 | 1.07% | 13.69% | 1,058.3 | 0 | 2.5 | 0.2 | 0.56% | 443% | 409.2% |
| 10/2025 | 1.37% | 12.48% | 1,049.9 | 0 | 0.8 | 0.8 | 0.56% | 465.2% | 418.4% |
| 09/2025 | 1.94% | 10.96% | 1,036.3 | 0 | 0.6 | 0.5 | 0.56% | 446.2% | 419.5% |
| 08/2025 | 0.87% | 8.85% | 1,017.2 | 0 | 0.8 | -1.5 | 0.56% | 446.2% | 418.9% |
| 07/2025 | 1.13% | 7.91% | 1,011.1 | 0 | 1.8 | -0.3 | 0.56% | 444.5% | 418% |
| 06/2025 | 3.32% | 6.71% | 1,002.3 | 0 | 2.3 | 0.3 | 0.56% | 437.7% | 415.1% |
| 05/2025 | 2.12% | 3.28% | 972.5 | 0 | 0.7 | 0 | 0.56% | 424.6% | 420.1% |
| 04/2025 | 0.89% | 1.13% | 953.4 | 0 | 3.5 | -0.2 | 0.56% | 405% | 410.2% |
| 03/2025 | -1.28% | 0.24% | 949.1 | 0 | 1.3 | 0.9 | 0.56% | 410.7% | 413.5% |
| 02/2025 | 0.04% | 1.54% | 962.3 | 4.7 | 1.8 | 0 | 0.56% | 414.2% | 402.1% |
| 01/2025 | 1.5% | 1.5% | 959.5 | 0 | 3.3 | -0.5 | 0.56% | 415.4% | 410.2% |
| 12/2024 | 0.99% | 13.47% | 949.7 | 0 | 3.4 | -2.1 | 0.57% | 398.8% | 411.9% |
| 11/2024 | 2.22% | 12.36% | 946.3 | 0 | 1.5 | -0.3 | 0.57% | 393.7% | 348.4% |
| 10/2024 | 0.54% | 9.91% | 927.9 | 0 | 1.6 | -1.9 | 0.57% | 384.9% | 398.4% |
| 09/2024 | 1.65% | 9.32% | 926.9 | 0 | 1 | -2.1 | 0.57% | 385.5% | 405.6% |
| 08/2024 | 1.01% | 7.55% | 915.4 | 0 | 0.7 | -0.1 | 0.57% | 391.5% | 393.9% |
| 07/2024 | 1.4% | 6.47% | 907.4 | 0 | 0.7 | -0 | 0.57% | 390.9% | 401.1% |
| 06/2024 | 0.48% | 5% | 896 | 0 | 7.4 | -0 | 0.57% | 383.5% | 403.7% |
| 05/2024 | 1.06% | 4.5% | 899.5 | 0 | 2.9 | -1.1 | 0.57% | 383.8% | 401% |
| 04/2024 | -1.39% | 3.41% | 894.5 | 0 | 1.2 | -1 | 0.57% | 378.5% | 399% |
| 03/2024 | 2.26% | 4.86% | 909.7 | 0 | 1.4 | 0.3 | 0.57% | 391.4% | 399% |
| 02/2024 | 2.23% | 2.55% | 891.1 | 0 | 1.2 | -0.1 | 0.57% | 374.4% | 373.4% |
| 01/2024 | 0.31% | 0.31% | 873.4 | 0 | 4.1 | -0.7 | 0.57% | 359.6% | 367.3% |
| 12/2023 | 2.46% | 8.17% | 875.9 | 0 | 0.9 | -0.2 | 0.6% | 360.2% | 370.2% |
| 11/2023 | 3.86% | 5.58% | 856.4 | 0 | 3 | -0.6 | 0.6% | 350.5% | 367.6% |
| 10/2023 | -3.39% | 1.65% | 828.5 | 0 | 2.9 | -1.5 | 0.6% | 338.5% | 390.6% |
| 09/2023 | -1.36% | 5.22% | 862.3 | 0 | 1.7 | 0 | 0.6% | 353.7% | 385.1% |
| 08/2023 | -0.27% | 6.67% | 876.3 | 0 | 4.7 | 1 | 0.6% | 365.9% | 395% |
| 07/2023 | 2.73% | 6.96% | 882.9 | 0 | 3.5 | -25.7 | 0.6% | 366.6% | 378.9% |
| 06/2023 | 1.59% | 4.12% | 888.9 | 0 | 2.8 | 0.9 | 0.6% | 356.4% | 345.3% |
| 05/2023 | 0.68% | 2.49% | 877.3 | 0 | 3.1 | 7.6 | 0.6% | 345.1% | 358.6% |
| 04/2023 | 1.63% | 1.8% | 867.2 | 0 | 1.4 | 0 | 0.6% | 337.4% | 353.5% |
| 03/2023 | -0.11% | 0.16% | 855 | 0 | 3.1 | -0.1 | 0.6% | 333.9% | 349.4% |
| 02/2023 | -2% | 0.27% | 859.6 | 0 | 2.1 | 0.9 | 0.6% | 347.2% | 363% |
| 01/2023 | 2.32% | 2.32% | 878.8 | 0 | 7.9 | 72.7 | 0.6% | 358.3% | 350.9% |
| 12/2022 | -2.1% | -9.48% | 794.8 | 0 | 3.4 | -3.5 | 0.67% | 331.5% | 325.7% |
| 11/2022 | 1% | -7.53% | 819.3 | 0 | 7.7 | -1.3 | 0.67% | 347.3% | 329.1% |
| 10/2022 | 1.75% | -8.45% | 820.6 | 0 | 1.8 | 0.8 | 0.67% | 349.4% | 329% |
| 09/2022 | -4.02% | -10.02% | 807.8 | 0 | 2.9 | -0.4 | 0.67% | 331.8% | 316.3% |
| 08/2022 | -0.77% | -6.25% | 845.4 | 0 | 2 | -0.8 | 0.67% | 350.4% | 319.5% |
| 07/2022 | 2.97% | -5.53% | 854.6 | 0 | 3.2 | -1.4 | 0.67% | 345.1% | 321.9% |
| 06/2022 | -2.22% | -8.25% | 834.9 | 0 | 1.7 | -0.8 | 0.67% | 332.8% | 314.9% |
| 05/2022 | -2.91% | -6.17% | 856.9 | 0 | 2.6 | -0.5 | 0.67% | 355.4% | 332.7% |
| 04/2022 | -1.39% | -3.36% | 886.2 | 0 | 1.7 | 6.5 | 0.67% | 359.9% | 328.3% |
| 03/2022 | 0.3% | -1.99% | 894.3 | 0 | 4.9 | 0.5 | 0.67% | 369.1% | 334.6% |
| 02/2022 | -0.84% | -2.29% | 896.7 | 0 | 2.8 | 0.9 | 0.67% | 372% | 339.5% |
| 01/2022 | -1.46% | -1.46% | 906.7 | 0 | 3.7 | 1.3 | 0.67% | 390.4% | 346.2% |
| 12/2021 | 1.67% | 13.33% | 923.1 | 0 | 2.6 | -0.6 | 0.73% | 390.4% | 348.1% |
| 11/2021 | 0.09% | 11.47% | 911.7 | 0 | 3.5 | 1.4 | 0.73% | 377.1% | 343.9% |
| 10/2021 | 2.09% | 11.37% | 913.5 | 0 | 1.5 | -0.4 | 0.73% | 383.1% | 355.7% |
| 09/2021 | -0.24% | 9.09% | 727.7 | 0 | 1.2 | 6 | 0.73% | 308% | 286.5% |
| 08/2021 | 1.37% | 9.35% | 725 | 0 | 2.3 | 0.3 | 0.73% | 310.7% | 289.8% |
| 07/2021 | -0.31% | 7.87% | 717.6 | 0 | 1.6 | 0.6 | 0.73% | 304% | 289.6% |
| 06/2021 | 0.5% | 8.21% | 721.2 | 0 | 10.3 | 0.2 | 0.73% | 310.3% | 292% |
| 05/2021 | 1.49% | 7.67% | 728.1 | 0 | 1.5 | 2.9 | 0.73% | 307.9% | 280.2% |
| 04/2021 | 1.82% | 6.09% | 716.4 | 0 | 1.6 | 2.5 | 0.73% | 334.8% | 273.5% |
| 03/2021 | 2.08% | 4.19% | 703.1 | 0 | 2.6 | 9.2 | 0.73% | 281.2% | 262.7% |
| 02/2021 | 0.79% | 2.07% | 682.5 | 0 | 2.5 | 0.3 | 0.73% | 271.2% | 259.4% |
| 01/2021 | 1.27% | 1.27% | 679.7 | 0 | 2.6 | -0.7 | 0.73% | 265.8% | 258.6% |
| 12/2020 | 2.14% | 4.2% | 674.9 | 0 | 2.3 | 15 | 0.74% | 253.7% | 247.7% |
| 11/2020 | 4.78% | 2.02% | 648.7 | 0 | 3.6 | -1.4 | 0.74% | 240.8% | 245.8% |
| 10/2020 | 0.28% | -2.64% | 624.2 | 0 | 2.1 | -0.3 | 0.74% | 216.8% | 227.1% |
| 09/2020 | -0.95% | -2.91% | 625.2 | 0 | 3.9 | -0.2 | 0.74% | 214.6% | 227.8% |
| 08/2020 | 2.88% | -1.98% | 635.7 | 0 | 5.2 | 21.9 | 0.74% | 216.5% | 227.5% |
| 07/2020 | 2.5% | -4.72% | 602.1 | 0 | 4.7 | -0.3 | 0.74% | 210.7% | 224% |
| 06/2020 | -0.97% | -7.04% | 592.7 | 0 | 3.7 | -0.8 | 0.74% | 210.9% | 220.1% |
| 05/2020 | 1.21% | -6.13% | 603.3 | 0 | 2.1 | -0.2 | 0.74% | 212.4% | 214.5% |
| 04/2020 | 5.61% | -7.26% | 598.8 | 0 | 3.1 | -0.5 | 0.74% | 199% | 195.3% |
| 03/2020 | -10.25% | -12.18% | 570.8 | 0 | 2.4 | -0.1 | 0.74% | 189.3% | 191.8% |
| 02/2020 | -2.31% | -2.15% | 639.1 | 0 | 3.2 | -0.1 | 0.74% | 225.9% | 211.2% |
| 01/2020 | 0.16% | 0.16% | 657.8 | 0.8 | 2.6 | -1 | 0.74% | 245.9% | 221.8% |
| 12/2019 | 1.03% | 12.99% | 659.9 | 0 | 4.2 | 2.4 | 0.8% | 253.1% | 230.9% |
| 11/2019 | 0.9% | 11.84% | 655.4 | 1.2 | 5.3 | -1.7 | 0.8% | 251.3% | 220.9% |
| 10/2019 | 1.5% | 10.84% | 655.8 | 0 | 1.4 | -0.6 | 0.8% | 248.3% | 221.2% |
| 09/2019 | 1.69% | 9.2% | 648.5 | 0 | 2.7 | -0.6 | 0.8% | 241.3% | 216.4% |
| 08/2019 | -0.54% | 7.38% | 641.3 | 0 | 2.3 | -1.6 | 0.8% | 234.9% | 215% |
| 07/2019 | 0.73% | 7.97% | 649.1 | 0 | 2.5 | -1.4 | 0.8% | 236.3% | 215% |
| 06/2019 | 2.12% | 7.19% | 648.6 | 0 | 13.6 | -0.5 | 0.8% | 234.9% | 212.5% |
| 05/2019 | -1.52% | 4.96% | 649.5 | 0 | 3 | -2 | 0.8% | 228.8% | 206.6% |
| 04/2019 | 1.72% | 6.58% | 664.9 | 0 | 4.1 | -0.8 | 0.8% | 238.1% | 217.6% |
| 03/2019 | 0.51% | 4.78% | 658.9 | -0 | 2.5 | -0.9 | 0.8% | 230.6% | 218.2% |
| 02/2019 | 1.21% | 4.25% | 659.4 | 0 | 2.9 | -1.6 | 0.8% | 231.9% | 219.3% |
| 01/2019 | 3% | 3% | 656.4 | 0 | 3.4 | -0.4 | 0.8% | 227.2% | 215.4% |
| 12/2018 | -3.22% | -2.04% | 641.4 | 0.1 | 2.8 | 0.6 | 0.89% | 226.1% | 215% |
| 11/2018 | 0.2% | 1.22% | 665.3 | 0 | 2.9 | -2 | 0.89% | 240.1% | 226% |
| 10/2018 | -1.89% | 1.02% | 669.1 | 0 | 0.9 | -29.8 | 0.89% | 240.2% | 226.3% |
| 09/2018 | 0.21% | 2.96% | 713.5 | 0 | 1.4 | -0.6 | 0.89% | 263.2% | 236.5% |
| 08/2018 | 1.11% | 2.75% | 714.6 | 0 | 2.9 | -0.5 | 0.89% | 258.7% | 237.4% |
| 07/2018 | 1.26% | 1.62% | 710.5 | 0.7 | 4.4 | -4.6 | 0.89% | 261.6% | 241% |
| 06/2018 | -0.06% | 0.36% | 710.3 | 0 | 3.8 | 127.2 | 0.89% | 264.5% | 235.2% |
| 05/2018 | 0% | 0.42% | 587.7 | 0 | 2.6 | -0.9 | 0.89% | 205.4% | 191.5% |
| 04/2018 | 0.88% | 0.42% | 591.6 | 0 | 2.6 | -2.6 | 0.89% | 209.1% | 196.1% |
| 03/2018 | -0.44% | -0.46% | 592 | 0.4 | 8.3 | -0.3 | 0.89% | 208% | 194.3% |
| 02/2018 | -1.04% | -0.02% | 603.3 | 0.6 | 2.5 | -3.2 | 0.89% | 212% | 198.7% |
| 01/2018 | 1.03% | 1.03% | 615.4 | 0 | 2.3 | -3.7 | 0.89% | 214.2% | 199.4% |
| 12/2017 | 0.87% | 6.89% | 615.5 | -0.4 | 3.4 | -1.7 | 0.9% | 207.4% | 191.2% |
| 11/2017 | 0.87% | 5.97% | 616.1 | 0.4 | 3.7 | -2.8 | 0.9% | 205% | 187.2% |
| 10/2017 | 0.89% | 5.06% | 617.3 | 0 | 2.9 | 0 | 0.9% | 200.1% | 188.8% |
| 09/2017 | 0.43% | 4.13% | 615.2 | 0.2 | 2.3 | -1.1 | 0.9% | 197.9% | 185.7% |
| 08/2017 | 0.19% | 3.68% | 616.2 | 0 | 2.5 | 0 | 0.9% | 195.3% | 188% |
| 07/2017 | 1.32% | 3.49% | 618 | 0 | 2 | -0.9 | 0.9% | 198.7% | 190.5% |
| 06/2017 | -0.58% | 2.14% | 613.2 | 0.1 | 3.4 | -0.6 | 0.9% | 200.6% | 187% |
| 05/2017 | 1.18% | 2.73% | 621.3 | 0 | 4.7 | 1.3 | 0.9% | 204% | 189.7% |
| 04/2017 | 0.97% | 1.54% | 617.8 | 0 | 2.5 | -0.1 | 0.9% | 207.4% | 191.8% |
| 03/2017 | 0.18% | 0.56% | 614.9 | 0.3 | 2.1 | -1.1 | 0.9% | 214% | 192.8% |
| 02/2017 | 0.34% | 0.38% | 617.2 | 0 | 2.7 | -5.1 | 0.9% | 212.6% | 193.5% |
| 01/2017 | 0.04% | 0.04% | 623.4 | 0 | 3 | -2.6 | 0.9% | 209.5% | 185.9% |
| 12/2016 | 0.83% | 3.43% | 629.1 | 0.4 | 1.6 | -0.2 | 1.03% | 209.8% | 153% |
| 11/2016 | -0.09% | 2.58% | 625.8 | 0 | 2.8 | -3.1 | 1.03% | 206.9% | 148.4% |
| 10/2016 | 0.3% | 2.67% | 632.9 | 0 | 1.1 | -1.8 | 1.03% | 208.6% | 150.2% |
| 09/2016 | -0.61% | 2.37% | 634.3 | 0 | 2.7 | -1.1 | 1.03% | 226.4% | 168.1% |
| 08/2016 | 0.35% | 2.99% | 642.5 | 0 | 3.6 | -3.3 | 1.03% | 221% | 168.6% |
| 07/2016 | 2.07% | 2.64% | 647.4 | 0 | 2.9 | -5.8 | 1.03% | 219.6% | 175.9% |
| 06/2016 | -0.34% | 0.55% | 643.2 | 0 | 2.9 | -2.9 | 1.03% | 204.2% | 175.2% |
| 05/2016 | 0.27% | 0.9% | 651.7 | 0 | 1.5 | -0.2 | 1.03% | 218.1% | 182.2% |
| 04/2016 | 1.05% | 0.63% | 652.3 | 0 | 2.1 | -6.8 | 1.03% | 206% | 173.7% |
| 03/2016 | 1.47% | -0.42% | 654.8 | 0 | 3.9 | 0.3 | 1.03% | 202.5% | 167.1% |
| 02/2016 | -0.51% | -1.86% | 649.3 | 0 | 5.7 | 9 | 1.03% | 198.8% | 165.5% |
| 01/2016 | -1.36% | -1.36% | 649.8 | 0.5 | 2.8 | 3.2 | 1.03% | 206.7% | 161.3% |
| 12/2015 | -1.08% | 1.69% | 658.4 | -0.1 | 4.4 | -0.3 | 1.1% | 233.7% | 162.7% |
| 11/2015 | -0.3% | 2.8% | 670.9 | 0 | 2.5 | -0.5 | 1.1% | 248.1% | 186.3% |
| 10/2015 | 1.71% | 3.1% | 676.5 | -0 | 1.7 | 0.6 | 1.1% | 237.2% | 173.9% |
| 09/2015 | -1.94% | 1.37% | 666.8 | 0 | 0.9 | 6.9 | 1.1% | 205.9% | 124.8% |
| 08/2015 | -1.16% | 3.38% | 674.6 | 0 | 1.9 | -3.1 | 1.1% | 244.8% | 169% |
| 07/2015 | 1.42% | 4.59% | 688.1 | -0 | 2.8 | 9.1 | 1.1% | 256.7% | 160.6% |
| 06/2015 | -2.56% | 3.13% | 672.8 | 0 | 2.5 | -3.2 | 1.1% | 237.3% | 159.2% |
| 05/2015 | 0.44% | 5.84% | 696.9 | 0 | 2.5 | 0.3 | 1.1% | 247% | 174.4% |
| 04/2015 | 0.76% | 5.37% | 696.7 | -0.1 | 1.2 | -0.9 | 1.1% | 243.6% | 165.1% |
| 03/2015 | 0.8% | 4.58% | 694.2 | 0.1 | 5.6 | 1.7 | 1.1% | 245.9% | 172.4% |
| 02/2015 | 2.75% | 3.75% | 693.1 | 0 | 3.3 | -1.2 | 1.1% | 243.9% | 184.8% |
| 01/2015 | 0.97% | 0.97% | 679.6 | -0 | 1.9 | 7.8 | 1.1% | 222.5% | 159.8% |
| 12/2014 | -1.71% | 5.8% | 667.9 | 0 | 5 | 1.6 | 1.31% | 204% | 159% |
| 11/2014 | 1.44% | 7.64% | 683.4 | 0 | 3.9 | 4 | 1.31% | 234.2% | 183.1% |
| 10/2014 | 0.13% | 6.12% | 674.3 | 0 | 1.8 | -14.1 | 1.31% | 214.4% | 160% |
| 09/2014 | 0.2% | 5.98% | 690.2 | 0 | 2 | -0.6 | 1.31% | 241.7% | 172% |
| 08/2014 | 2.13% | 5.77% | 691.9 | 0 | 1.8 | -0.4 | 1.31% | 238.8% | 196.8% |
| 07/2014 | -0.4% | 3.56% | 680.2 | 0 | 2.8 | -3.7 | 1.31% | 212% | 177.3% |
| 06/2014 | -0.04% | 3.98% | 690.1 | 0 | 2.1 | 14.5 | 1.31% | 224.3% | 180.1% |
| 05/2014 | 1.1% | 4.02% | 678.6 | -0.5 | 2.1 | -4.3 | 1.31% | 217.4% | 165.2% |
| 04/2014 | 0.02% | 2.89% | 678.7 | 0.4 | 2.8 | -0.2 | 1.31% | 207% | 147.6% |
| 03/2014 | 1.02% | 2.87% | 681.8 | 0 | 2.4 | -1.6 | 1.31% | 219.8% | 157.6% |
| 02/2014 | 1.94% | 1.83% | 679.5 | -0.1 | 3.2 | -2.9 | 1.31% | 220.2% | 166.8% |
| 01/2014 | -0.11% | -0.11% | 673.4 | 0.3 | 8 | 1.3 | 1.31% | 212.6% | 164.3% |
| 12/2013 | 0.06% | 8.67% | 473.4 | 0.1 | 3.6 | -1.2 | 1.43% | 126% | 95.9% |
| 11/2013 | 1.35% | 8.61% | 478.2 | 0 | 3.8 | -2.6 | 1.43% | 139% | 94.6% |
| 10/2013 | 1.75% | 7.16% | 478.7 | 0 | 4.1 | -5.1 | 1.43% | 142.3% | 96.5% |
| 09/2013 | 2.1% | 5.32% | 480.1 | 0 | 2.1 | -1.4 | 1.43% | 147.1% | 106.3% |
| 08/2013 | -1.19% | 3.15% | 474.3 | 0 | 2.1 | -6 | 1.43% | 134.3% | 104.3% |
| 07/2013 | 1.41% | 4.39% | 488.6 | -0 | 4.1 | -1.8 | 1.43% | 139.7% | 102% |
| 06/2013 | -1.58% | 2.94% | 488.2 | 0 | 2.9 | -0.3 | 1.43% | 129.5% | 94.3% |
| 05/2013 | 0.94% | 4.6% | 499.7 | 0 | 3 | -2.1 | 1.43% | 149.7% | 127% |
| 04/2013 | 1.77% | 3.62% | 500.7 | 0 | 2.1 | -0.8 | 1.43% | 148.2% | 126.3% |
| 03/2013 | 0.22% | 1.82% | 495.4 | 0 | 1.6 | -0.6 | 1.43% | 134.6% | 123.9% |
| 02/2013 | 0.63% | 1.6% | 497 | 0 | 4.6 | -0.4 | 1.43% | 121.7% | 132.4% |
| 01/2013 | 0.96% | 0.96% | 499.5 | 0 | 4.1 | -4.3 | 1.43% | 124.1% | 135.8% |
| 12/2012 | 0.35% | 8.39% | 503.6 | 0.1 | 3.6 | 2.2 | 1.48% | 112.9% | 110.1% |
| 11/2012 | 0.79% | 8.02% | 503.7 | -0 | 5.2 | -1.7 | 1.48% | 110.4% | 99.1% |
| 10/2012 | 1.46% | 7.17% | 507.1 | 0 | 1.9 | -3.4 | 1.48% | 105.7% | 121.6% |
| 09/2012 | 1.16% | 5.63% | 505.6 | 0 | 2.6 | -1.5 | 1.48% | 112.7% | 140.5% |
| 08/2012 | -0.23% | 4.42% | 504.5 | 0 | 2.2 | -3.4 | 1.48% | 91.7% | 124.6% |
| 07/2012 | 2.33% | 4.66% | 511.8 | 0 | 2.3 | -5.4 | 1.48% | 108.1% | 107.8% |
| 06/2012 | -0.41% | 2.27% | 508.3 | 0 | 2.3 | -1.8 | 1.48% | 103.1% | 89.4% |
| 05/2012 | -1.52% | 2.69% | 515.1 | 0 | 3.5 | -0.8 | 1.48% | 107.6% | 98.5% |
| 04/2012 | 1.23% | 4.28% | 528 | 0 | 3.4 | -1.7 | 1.48% | 121.4% | 94.3% |
| 03/2012 | 0.88% | 3.01% | 527.3 | 0 | 4.3 | -1.1 | 1.48% | 120.5% | 108.3% |
| 02/2012 | 0.22% | 2.11% | 528.7 | 0 | 4 | -1.2 | 1.48% | 115.3% | 100.9% |
| 01/2012 | 1.89% | 1.89% | 533.3 | 0 | 3.1 | -4.5 | 1.48% | 115.4% | 89.7% |
| 12/2011 | 0.51% | -0.88% | 531.5 | 0 | 4.7 | -1.1 | 1.57% | 119.1% | 83.8% |
| 11/2011 | -0.96% | -1.38% | 535.1 | 0 | 4.8 | -1 | 1.57% | 128.2% | 91% |
| 10/2011 | 2.31% | -0.42% | 546.7 | 0 | 3.2 | -3.7 | 1.57% | 122% | 94.9% |
| 09/2011 | -1.26% | -2.67% | 541.8 | 0 | 4.3 | -2.7 | 1.57% | 114.4% | 81.3% |
| 08/2011 | -1.14% | -1.43% | 556.5 | 0 | 3.4 | -5.7 | 1.57% | 110.4% | 78.4% |
| 07/2011 | 0.19% | -0.29% | 572.9 | 0 | 3.3 | -11.8 | 1.57% | 114.3% | 70.1% |
| 06/2011 | -0.6% | -0.48% | 587.4 | 0 | 3.7 | -2.8 | 1.57% | 125.6% | 67.6% |
| 05/2011 | -0.54% | 0.12% | 598.3 | 0.1 | 3.7 | -0.7 | 1.57% | 131.6% | 81% |
| 04/2011 | 0.32% | 0.66% | 606.6 | 0 | 3 | -1.9 | 1.57% | 128.7% | 73.7% |
| 03/2011 | -0.2% | 0.34% | 610.4 | -0 | 3.7 | -10.2 | 1.57% | 130.7% | 74.4% |
| 02/2011 | 0.21% | 0.54% | 626.3 | 0 | 6.5 | -1.7 | 1.57% | 140.1% | 92.1% |
| 01/2011 | 0.33% | 0.33% | 634 | 0.1 | 4.6 | -4.7 | 1.57% | 142.5% | 79.7% |
| 12/2010 | 0.83% | 9.46% | 641.8 | 23.1 | 5.3 | -2.2 | 1.63% | 142% | 76.2% |
| 09/2008 | -4.97% | -9.27% | 669.7 | 1.7 | 8.5 | -3.9 | 1.12% | 122.7% | 64.7% |
| 08/2008 | 0.14% | -4.53% | 719.6 | 1.9 | 6.8 | -7.8 | 1.12% | 149% | 78.8% |
| 07/2008 | -0.85% | -4.66% | 732.5 | 3.2 | 16.2 | -7.9 | 1.12% | 164.8% | 92.7% |
| 06/2008 | -0.68% | -3.85% | 761.2 | 2.3 | 6.1 | -2.1 | 1.12% | 159.7% | 82% |
| 05/2008 | 0.34% | -3.19% | 773.5 | 2.4 | 6.6 | -1.6 | 1.12% | - | 63.1% |
| 04/2008 | 1.92% | -3.52% | 777.9 | 2.1 | 5.7 | -3.4 | 1.12% | 167.6% | 59.6% |
| 03/2008 | -2.98% | -5.33% | 771.4 | 2.4 | 9.2 | -0.9 | 1.12% | 169.8% | 63.4% |
| 02/2008 | 1.25% | -2.43% | 804.3 | 7.5 | 6.6 | -2.5 | 1.12% | 194.3% | 73.8% |
| 01/2008 | -3.63% | -3.63% | 797.3 | 6.7 | 9.6 | -5.7 | 1.12% | 210.3% | 95.5% |
| 12/2007 | 0.49% | 8.71% | 837.4 | 39.8 | 9.8 | -0.3 | 0.73% | - | - |
| 11/2007 | -2.14% | 8.18% | 805.2 | 3.7 | 10.5 | -2.9 | 0.73% | - | - |
| 10/2007 | 2.83% | 10.55% | 834.1 | 2.8 | 9.5 | -12.5 | 0.73% | - | - |
| 09/2007 | 1.52% | 7.51% | 831.3 | 2.8 | 20.3 | -1 | 0.73% | - | - |
| 08/2007 | -2.93% | 5.9% | 838.8 | 3 | 11.5 | -2 | 0.73% | - | - |
| 07/2007 | 0.1% | 9.09% | 876.1 | 6.3 | 14 | -0.9 | 0.73% | - | - |
| 06/2007 | 0.67% | 8.99% | 885.3 | 3.8 | 12.1 | -4.4 | 0.73% | - | - |
| 05/2007 | 2.82% | 8.26% | 892.9 | 4.6 | 8.5 | -3.2 | 0.73% | - | - |
| 04/2007 | 2.36% | 5.29% | 876.1 | 2.5 | 4.3 | -4 | 0.73% | - | - |
| 03/2007 | 0.44% | 2.86% | 862.2 | 2.8 | 8.2 | -6.8 | 0.73% | - | - |
| 02/2007 | 0.82% | 2.41% | 871.4 | 5.2 | 6.5 | -4.2 | 0.73% | - | - |
| 01/2007 | 1.58% | 1.58% | 870.4 | 3 | 12.3 | -2.4 | 0.73% | - | - |
| 12/2006 | 0.19% | 6.99% | 869.2 | 64.1 | 8.9 | 0.6 | 0.77% | - | - |
| 11/2006 | 1.44% | 6.79% | 812.2 | 3 | 10.3 | -1.5 | 0.77% | - | - |
| 10/2006 | 2.2% | 5.27% | 810 | 2.8 | 8.2 | -2.7 | 0.77% | - | - |
| 09/2006 | 0.78% | 3% | 801.3 | 4.6 | 9.3 | -1 | 0.77% | - | - |
| 08/2006 | 0.51% | 2.21% | 801.3 | 2.5 | 6.7 | -1.2 | 0.77% | - | - |
| 07/2006 | 0.59% | 1.69% | 803.3 | 2.4 | 37.1 | -2.6 | 0.77% | - | - |
| 06/2006 | -1.94% | 1.09% | 836.2 | 2.6 | 12.4 | -0.3 | 0.77% | - | - |
| 05/2006 | -0.49% | 3.09% | 864.2 | 2.7 | 13.7 | -0.9 | 0.77% | - | - |
| 04/2006 | 2.07% | 3.6% | 881.2 | 2.7 | 5.7 | -1.3 | 0.77% | - | - |
| 03/2006 | 0.5% | 1.5% | 868.3 | 3.7 | 7.7 | -4.4 | 0.77% | - | - |
| 02/2006 | -0.47% | 0.99% | 873.1 | 4.3 | 8.7 | -4.9 | 0.77% | - | - |
| 01/2006 | 1.47% | 1.47% | 885.4 | 6.5 | 10 | -10.9 | 0.77% | - | - |
| 12/2005 | 0.58% | 13.03% | 887.7 | 45.8 | 56.6 | -6 | 1% | - | - |
| 11/2005 | 0.47% | 12.38% | 899.6 | 2.8 | 47.9 | -2 | 1% | - | - |
| 10/2005 | 0.21% | 11.85% | 943.4 | 3.4 | 45.1 | -3 | 1% | - | - |
| 09/2005 | 2.03% | 11.62% | 986.7 | 2.1 | 47.2 | -6.9 | 1% | - | - |
| 08/2005 | 1.79% | 9.4% | 1,019.3 | 2.6 | 49.1 | -5.3 | 1% | - | - |
| 07/2005 | 2.92% | 7.47% | 1,054 | 2.6 | 14.6 | -3.9 | 1% | - | - |
| 06/2005 | -0.83% | 4.43% | 1,040.4 | 2.8 | 6.8 | -0.3 | 1% | - | - |
| 05/2005 | 1.67% | 5.3% | 1,054.1 | 4.2 | 7.9 | -1.1 | 1% | - | - |
| 04/2005 | 0.94% | 3.57% | 1,042.6 | 2.4 | 8.2 | -4.4 | 1% | - | - |
| 03/2005 | -0.02% | 2.61% | 1,043.8 | 3.2 | 6.4 | -0.5 | 1% | - | - |
| 02/2005 | 1.01% | 2.63% | 1,048.6 | 5.3 | 10.8 | -4.4 | 1% | - | - |
| 01/2005 | 1.6% | 1.6% | 1,048.9 | 2.5 | 9.7 | 0.6 | 1% | - | - |
| 12/2004 | 2.5% | 9.71% | 1,039.9 | 72.1 | 7.6 | -2 | 0.78% | - | - |
| 11/2004 | 1.63% | 7.04% | 954.6 | 3.1 | 7.7 | -0.9 | 0.78% | - | - |
| 10/2004 | 0.26% | 5.32% | 945.5 | 10.4 | 13.3 | -1.5 | 0.78% | - | - |
| 09/2004 | 0.79% | 5.05% | 948.2 | 2.8 | 7.1 | -1.4 | 0.78% | - | - |
| 08/2004 | 0% | 4.22% | 947.4 | 2.8 | 7.7 | -0.5 | 0.78% | - | - |
| 07/2004 | -0.63% | 4.22% | 953.5 | 2.9 | 7.2 | -2.2 | 0.78% | - | - |
| 06/2004 | 1.3% | 4.88% | 966.8 | 3 | 5.6 | -0.9 | 0.78% | - | - |
| 05/2004 | 0.98% | 3.54% | 958.8 | 3.1 | 7.5 | -2.7 | 0.78% | - | - |
| 04/2004 | 0.46% | 2.53% | 957.4 | 3.2 | 7.1 | -0.4 | 0.78% | - | - |
| 03/2004 | 0.95% | 2.06% | 958.2 | 2.5 | 8.5 | -3 | 0.78% | - | - |
| 02/2004 | 0.26% | 1.1% | 959 | 4.3 | 15.6 | 20.3 | 0.78% | - | - |
| 01/2004 | 0.84% | 0.84% | 948.4 | 5.4 | 17.5 | -1 | 0.78% | - | - |
| 12/2003 | 1.44% | 16.94% | 954.3 | 71.9 | 10.1 | -2.7 | 0.69% | - | - |
| 11/2003 | 1.67% | 15.28% | 883.4 | 3.8 | 8.9 | -0.3 | 0.69% | - | - |
| 10/2003 | 2.07% | 13.39% | 875 | 2.7 | 6.2 | -1.3 | 0.69% | - | - |
| 09/2003 | 1.42% | 11.09% | 862.5 | 3.1 | 6.8 | 0.1 | 0.69% | - | - |
| 08/2003 | 0.04% | 9.53% | 855 | 2.4 | 7.7 | -0.1 | 0.69% | - | - |
| 07/2003 | -0.95% | 9.49% | 860.8 | 2.2 | 8.2 | -3.4 | 0.69% | - | - |
| 06/2003 | 1.56% | 10.54% | 879 | 2.5 | 9.3 | -0.8 | 0.69% | - | - |
| 05/2003 | 2.36% | 8.84% | 873.7 | 4 | 6.2 | -2 | 0.69% | - | - |
| 04/2003 | 3.25% | 6.33% | 858.6 | 2.2 | 8.8 | -6.7 | 0.69% | - | - |
| 03/2003 | 1.84% | 2.98% | 845.5 | 2.5 | 9.5 | -2.8 | 0.69% | - | - |
| 02/2003 | 0.91% | 1.12% | 840.7 | 4.3 | 8.6 | 2.2 | 0.69% | - | - |
| 01/2003 | 0.21% | 0.21% | 836 | 4.2 | 13.3 | 1.1 | 0.69% | - | - |
| 12/2002 | -1.5% | -0.75% | 842.9 | 71.4 | 8.1 | -2.9 | 0.72% | - | - |
| 11/2002 | 2.89% | 0.77% | 794.6 | 3.6 | 8.4 | -0.4 | 0.72% | - | - |
| 10/2002 | -0.12% | -2.06% | 778.2 | 2.4 | 6.6 | 1.7 | 0.72% | - | - |
| 09/2002 | -1.97% | -1.95% | 782 | 2.5 | 6.2 | -2.6 | 0.72% | - | - |
| 08/2002 | 0.38% | 0.02% | 804.5 | 2.4 | 8.1 | 0.2 | 0.72% | - | - |
| 07/2002 | 1.05% | -0.36% | 807.9 | 2.1 | 8.6 | 0.9 | 0.72% | - | - |
| 06/2002 | -0.95% | -1.39% | 806.2 | 2.2 | 8.8 | 0.7 | 0.72% | - | - |
| 05/2002 | 1.43% | -0.45% | 820.3 | 2.6 | 8.5 | 0.5 | 0.72% | - | - |
| 04/2002 | -0.69% | -1.85% | 815.2 | 2 | 7.1 | 0.7 | 0.72% | - | - |
| 03/2002 | -1.37% | -1.17% | 825.7 | 2.3 | 6.8 | 1.2 | 0.72% | - | - |
| 02/2002 | -0.52% | 0.21% | 841.1 | 5.9 | 19.4 | 4.2 | 0.72% | - | - |
| 01/2002 | 0.73% | 0.73% | 855.8 | 8.8 | 12.8 | 2 | 0.72% | - | - |
| 12/2001 | 3.13% | 7.1% | 852.1 | 88.8 | 6.2 | 1.6 | 0.86% | - | - |
| 11/2001 | 1.54% | 3.85% | 745.7 | 3.4 | 6.3 | 0 | 0.86% | - | - |
| 10/2001 | 0.45% | 2.27% | 738 | 2.4 | 6.4 | 0.1 | 0.86% | - | - |
| 09/2001 | -1.28% | 1.81% | 739.1 | 2.4 | 8.4 | 0.6 | 0.86% | - | - |
| 08/2001 | 0.01% | 3.13% | 755.2 | 0 | 5.5 | 0.4 | 0.86% | - | - |
| 07/2001 | 1.72% | 3.12% | 761.4 | 2.3 | 10.2 | 1 | 0.86% | - | - |
| 06/2001 | 0.63% | 1.38% | 755.9 | 2 | 7.8 | 0.3 | 0.86% | - | - |
| 05/2001 | 0.7% | 0.75% | 757.5 | 2.6 | 5.6 | 0.2 | 0.86% | - | - |
| 04/2001 | 2.54% | 0.05% | 755.7 | 2.2 | 8 | 0.6 | 0.86% | - | - |
| 03/2001 | -2.48% | -2.43% | 742.5 | 9.3 | 7.3 | 0.2 | 0.86% | - | - |
| 02/2001 | 0.38% | 0.05% | 759.5 | 3.6 | 9.6 | 8.8 | 0.86% | - | - |
| 01/2001 | -0.33% | -0.33% | 754.7 | 2.6 | 10.6 | 0.8 | 0.86% | - | - |
| 12/2000 | 0.72% | 4.26% | 764.8 | 80 | 9.9 | 0.6 | 0.8% | - | - |
| 11/2000 | 0.43% | 3.51% | 689.7 | 2.9 | 5.8 | 0.2 | 0.8% | - | - |
| 10/2000 | -2.85% | 3.07% | 690 | 2.2 | 6.7 | 0.3 | 0.8% | - | - |
| 09/2000 | -0.06% | 6.09% | 714.9 | 2.5 | 9.1 | 0.2 | 0.8% | - | - |
| 08/2000 | 2.02% | 6.16% | 722.3 | 2.1 | 8.3 | 0.6 | 0.8% | - | - |
| 07/2000 | -0.56% | 4.05% | 714.2 | 2.2 | 6.7 | 1.6 | 0.8% | - | - |
| 06/2000 | 0.69% | 4.64% | 721.6 | 2 | 9.1 | 1 | 0.8% | - | - |
| 05/2000 | 2.35% | 3.92% | 723.3 | 2.3 | 12.3 | 0.2 | 0.8% | - | - |
| 04/2000 | -1.21% | 1.54% | 717.1 | 2.1 | 8.2 | 0.4 | 0.8% | - | - |
| 03/2000 | -1.42% | 2.78% | 732.2 | 2.6 | 12.2 | 0.7 | 0.8% | - | - |
| 02/2000 | 3.3% | 4.26% | 752.1 | 2.5 | 10.5 | 14.7 | 0.8% | - | - |
| 01/2000 | 0.93% | 0.93% | 722.4 | 2.9 | 8.5 | 1.6 | 0.8% | - | - |
| 12/1999 | 2.49% | 16.01% | 720.3 | 69.3 | 6.7 | 0.4 | - | - | - |
| 11/1999 | 2.35% | 13.19% | 642 | 3 | 7.2 | 0.3 | - | - | - |
| 10/1999 | 0.85% | 10.59% | 631.7 | 2.7 | 5.2 | 0.7 | - | - | - |
| 09/1999 | 1.36% | 9.66% | 628.7 | 2.1 | 5.5 | 0.8 | - | - | - |
| 08/1999 | -0.3% | 8.18% | 623.5 | 2.4 | 6.4 | 2.8 | - | - | - |
| 07/1999 | 0.42% | 8.51% | 627 | 2.1 | 7.6 | 0.4 | - | - | - |
| 06/1999 | 1.5% | 8.06% | 630 | 2.1 | 5.2 | 0.2 | - | - | - |
| 05/1999 | 1.68% | 6.46% | 624.1 | 2.4 | 7.6 | 0 | - | - | - |
| 04/1999 | 1.94% | 4.7% | 619.5 | 1.8 | 5.3 | 0.2 | - | - | - |
| 03/1999 | 2.31% | 2.71% | 611.6 | 1.9 | 5.8 | 0.7 | - | - | - |
| 02/1999 | 0.56% | 0.39% | 601.5 | 2.8 | 9.4 | 5 | - | - | - |
| 01/1999 | -0.17% | -0.17% | 600.1 | 2.2 | 7 | 2.8 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של הפניקס מרכזית לפיצויים?
ב-07/2026: -0.05% לחודש, 4.38% מתחילת השנה, 37.48% ל-3 שנים ו-39.85% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בהפניקס מרכזית לפיצויים?
0.55% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם הפניקס מרכזית לפיצויים 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 · 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.