הלמן-אלדובי מרכזית לפיצויים כללי: תשואה, דמי ניהול וסיכון
הקרן הפסיקה לדווח ב-10/2021 (מוזגה או נסגרה) - הנתונים היסטוריים
הלמן-אלדובי מרכזית לפיצויים כללי מנוהלת על ידי הלמן - אלדובי קופות גמל ופנסיה בע"מ, בסיווג מרכזית לפיצויים, פעילה מ-1975; 274 חודשי דיווח מ-01/1999 עד 10/2021.
תשואה 10/2021
-
מתחילת השנה
-
3 שנים מצטבר
-
5 שנים מצטבר
-
דמי ניהול מצבירה
0.97%
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 66 מתוך 68 בקטגוריה.
- דמי ניהול ממוצעים מהצבירה: 0.97% לשנה (מקום 65 מתוך 68 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-17,712 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -23.7% 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 | 14.37% | 1.22% | 7.87% | -1.92% | 16.88% | 9.31% | 15.7% | 7.63% | 7.88% | -21.67% | 29.43% | 8.96% | -1.22% | 10.61% | 9.28% | 6.47% | 2.19% | 1.59% | 5.93% | -1.07% | 12.97% | 2.56% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2020.
דירוג בקטגוריה מרכזית לפיצויים (10/2021)
דירוג לפי הנתון בלבד, מתוך 68 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 0 | 66 / 68 |
| דמי ניהול מצבירה (נמוך = 1) | 0.97% | 65 / 68 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| 10/2021 | - | - | 0 | 0 | 0 | 0 | 0.97% | - | - |
| 09/2021 | -0.25% | 7.87% | 169.7 | 0 | 0.7 | -0.2 | 0.97% | 71.1% | 66.3% |
| 08/2021 | 1.26% | 8.14% | 171.1 | 0 | 1.3 | -0.4 | 0.97% | 71.4% | 67.2% |
| 07/2021 | -0.37% | 6.79% | 170.7 | 0 | 0.4 | -0.1 | 0.97% | 70.5% | 66.8% |
| 06/2021 | 0.69% | 7.19% | 172 | 0 | 1.2 | 0 | 0.97% | 72.3% | 66.8% |
| 05/2021 | 1.72% | 6.45% | 172.1 | 0 | 2.1 | -25.5 | 0.97% | 71.7% | 62.8% |
| 04/2021 | 1.52% | 4.65% | 196.9 | 0 | 1.3 | 0 | 0.97% | 80.5% | 68.5% |
| 03/2021 | 1.74% | 3.09% | 195.3 | 0 | 0.7 | -0.1 | 0.97% | 85% | 74.6% |
| 02/2021 | 0.35% | 1.32% | 192.8 | 0 | 1.2 | 0 | 0.97% | 82.6% | 74.4% |
| 01/2021 | 0.97% | 0.97% | 193.5 | 0 | 1.5 | -0.3 | 0.97% | 81.7% | 72.8% |
| 12/2020 | 1.66% | 2.56% | 193.6 | 0 | 1.9 | 0 | 0.97% | 78.6% | 71.5% |
| 11/2020 | 4.08% | 0.88% | 192.4 | 0.4 | 2 | 0 | 0.97% | 77.9% | 71.4% |
| 10/2020 | 0.22% | -3.07% | 186.7 | 0 | 0.7 | 0 | 0.97% | 73.7% | 70.2% |
| 09/2020 | -1.52% | -3.29% | 187.1 | 0 | 0.8 | -0.2 | 0.97% | 73.6% | 70.6% |
| 08/2020 | 2.9% | -1.79% | 191.1 | 0 | 0.9 | -0.5 | 0.97% | 73.3% | 69.4% |
| 07/2020 | 2.21% | -4.56% | 187.3 | 0 | 1.9 | 0 | 0.97% | 69.4% | 66.1% |
| 06/2020 | -0.58% | -6.62% | 185.2 | 0 | 0.8 | -1.6 | 0.97% | 65.2% | 63.8% |
| 05/2020 | 0.83% | -6.08% | 188.9 | 0 | 1.5 | 19.2 | 0.97% | 63.1% | 58.7% |
| 04/2020 | 4.6% | -6.85% | 170 | 0 | 1.5 | -0.2 | 0.97% | 56.5% | 52.9% |
| 03/2020 | -9.05% | -10.95% | 164.3 | 0 | 1.2 | -0.1 | 0.97% | 53.9% | 49.4% |
| 02/2020 | -2.4% | -2.09% | 182.3 | 0 | 1.6 | -1.4 | 0.97% | 67.3% | 57.2% |
| 01/2020 | 0.32% | 0.32% | 190 | 0 | 2.1 | -1 | 0.97% | 71.5% | 59.8% |
| 12/2019 | 0.73% | 12.97% | 192.6 | 0 | 2.7 | -1.2 | 0.94% | 71.3% | 59.6% |
| 11/2019 | 0.82% | 12.16% | 195.3 | 0 | 1.9 | -0.1 | 0.94% | 70.3% | 57.9% |
| 10/2019 | 1.11% | 11.24% | 195.9 | 0 | 1.3 | -0.6 | 0.94% | 67% | 55.4% |
| 09/2019 | 1.23% | 10.02% | 195.7 | 0 | 3.1 | 0.9 | 0.94% | 65.2% | 54.4% |
| 08/2019 | -0.27% | 8.69% | 195.6 | 0 | 3.4 | -0.2 | 0.94% | 68.7% | 57.1% |
| 07/2019 | 0.72% | 8.98% | 199.9 | 0 | 5.6 | -1.8 | 0.94% | 77.8% | 61.2% |
| 06/2019 | 1.91% | 8.2% | 206 | 0 | 2.1 | -0.1 | 0.94% | 78.8% | 60.7% |
| 05/2019 | -0.66% | 6.17% | 204.5 | 0 | 2.3 | -1.4 | 0.94% | 76.7% | 58.1% |
| 04/2019 | 1.69% | 6.88% | 209.7 | 0 | 1.5 | -1.3 | 0.94% | 83.7% | 65.1% |
| 03/2019 | 0.77% | 5.1% | 195.2 | 0 | 2.9 | -8 | 0.94% | 78.8% | 60.5% |
| 02/2019 | 1.35% | 4.3% | 204.8 | 0 | 3.1 | -0 | 0.94% | 71.3% | 52.1% |
| 01/2019 | 2.91% | 2.91% | 205.3 | 0 | 3 | 0 | 0.94% | 74.6% | 54.5% |
| 12/2018 | -2.87% | -1.07% | 170.5 | 0 | 4.6 | 0 | 0.91% | 60.3% | 46.6% |
| 11/2018 | 0.54% | 1.86% | 180.3 | 0 | 0.8 | 0.4 | 0.91% | 64.9% | 48.9% |
| 10/2018 | -1.45% | 1.31% | 179.9 | 0 | 2 | -6.1 | 0.91% | 63.3% | 48.1% |
| 09/2018 | 0.15% | 2.8% | 190.9 | 0 | 1.9 | 0 | 0.91% | 66.7% | 50.1% |
| 08/2018 | 1.12% | 2.65% | 192.7 | 0 | 1.4 | 0 | 0.91% | 66.7% | 50.8% |
| 07/2018 | 1.1% | 1.51% | 192.2 | 0 | 1.7 | 0.4 | 0.91% | 63.5% | 51.6% |
| 06/2018 | -0.01% | 0.41% | 191.5 | 0 | 2.7 | -2.2 | 0.91% | 60.5% | 48.9% |
| 05/2018 | 0.33% | 0.42% | 196.5 | 0 | 1.6 | -0.9 | 0.91% | 62.2% | 48.8% |
| 04/2018 | 0.65% | 0.09% | 198.4 | 0 | 2.8 | -1.2 | 0.91% | 63.2% | 49.1% |
| 03/2018 | -0.57% | -0.56% | 201.3 | 0 | 3.2 | -0.1 | 0.91% | 62.1% | 48.9% |
| 02/2018 | -1% | 0.01% | 206 | 0 | 1.3 | -0.1 | 0.91% | 64.5% | 49.5% |
| 01/2018 | 1.02% | 1.02% | 209.7 | 0 | 3.2 | -0.4 | 0.91% | 67.5% | 51.3% |
| 12/2017 | 0.39% | 5.93% | 211.2 | 0 | 1.8 | 0 | 0.84% | 58.1% | 47.5% |
| 11/2017 | 0.61% | 5.52% | 212.4 | 0 | 1 | 0 | 0.84% | 57.8% | 47% |
| 10/2017 | 0.79% | 4.88% | 212.2 | 0 | 0.5 | -0.9 | 0.84% | 57.4% | 44.9% |
| 09/2017 | 0.21% | 4.06% | 212 | 0 | 0.7 | 1.6 | 0.84% | 56.6% | 41.4% |
| 08/2017 | 0.27% | 3.84% | 210.8 | 0 | 0.8 | -4.8 | 0.84% | 55.7% | 40.8% |
| 07/2017 | 1.47% | 3.56% | 215.9 | 0 | 17.2 | -0.7 | 0.84% | 57.6% | 40.6% |
| 06/2017 | -0.48% | 2.06% | 214.1 | 0 | 1.1 | -3.2 | 0.84% | 59.8% | 40.6% |
| 05/2017 | 0.98% | 2.55% | 236.3 | 0 | 1.2 | -0.5 | 0.84% | 74.6% | 46.6% |
| 04/2017 | 0.77% | 1.56% | 235.8 | 0 | 0.5 | -0.3 | 0.84% | 73.7% | 47.1% |
| 03/2017 | 0.41% | 0.78% | 235 | 0 | 0.8 | -6.6 | 0.84% | 76.7% | 49.5% |
| 02/2017 | 0.46% | 0.37% | 241.6 | 0 | 1.3 | 0.2 | 0.84% | 77.9% | 49.8% |
| 01/2017 | -0.09% | -0.09% | 241.8 | 0 | 0.8 | -24.5 | 0.84% | 76.8% | 49.3% |
| 12/2016 | 1.1% | 1.59% | 267.4 | 0 | 1 | -0.3 | 0.89% | 71% | 47.4% |
| 11/2016 | -0.25% | 0.48% | 265.9 | 0 | 1.9 | -0.3 | 0.89% | 60.3% | 52.9% |
| 10/2016 | -0.03% | 0.73% | 268.9 | 0 | 0.1 | 10.3 | 0.89% | 58.9% | 53.5% |
| 09/2016 | -0.25% | 0.77% | 259 | 0 | 0.7 | 0 | 0.89% | 59% | 52.8% |
| 08/2016 | -0.2% | 1.02% | 260.5 | -0.5 | 0.6 | 0.5 | 0.89% | 59.8% | 52.2% |
| 07/2016 | 1.28% | 1.22% | 261.8 | 0.5 | 0.5 | 1.6 | 0.89% | 55% | 46.7% |
| 06/2016 | -0.04% | -0.06% | 257.2 | 0 | 0.6 | -0.1 | 0.89% | 53% | 45.6% |
| 05/2016 | 0.36% | -0.02% | 258.2 | -2.4 | 0.6 | 2.2 | 0.89% | 50.3% | 42.8% |
| 04/2016 | 0.59% | -0.38% | 258.3 | 2.4 | 0.9 | -0.3 | 0.89% | 49% | 40.5% |
| 03/2016 | 0.45% | -0.96% | 255.7 | -1.3 | 2.4 | 1.2 | 0.89% | 51.6% | 44.3% |
| 02/2016 | -0.45% | -1.41% | 257.2 | 1.2 | 0.9 | 0.7 | 0.89% | 55% | 44.8% |
| 01/2016 | -0.96% | -0.96% | 257.5 | -0.2 | 1.5 | 4.6 | 0.89% | 61.5% | 53.6% |
| 12/2015 | -0.57% | 2.19% | 257.3 | 0.2 | 2.8 | 1.4 | 1.14% | 66% | 54.2% |
| 11/2015 | -0.29% | 2.77% | 260.1 | 0 | 3.2 | 0.6 | 1.14% | 67.2% | 47.3% |
| 10/2015 | 1.55% | 3.07% | 263.7 | 0.1 | 0.5 | 0.4 | 1.14% | 63.3% | 44.1% |
| 09/2015 | -1.05% | 1.5% | 259.9 | -0.1 | 1.3 | 4.9 | 1.14% | 56.5% | 38.2% |
| 08/2015 | -0.49% | 2.57% | 259.2 | -0.2 | 1.1 | 1 | 1.14% | 59.1% | 40.5% |
| 07/2015 | 1.08% | 3.08% | 260.8 | 0.2 | 1 | 24.8 | 1.14% | 60.7% | 41.5% |
| 06/2015 | -1.77% | 1.98% | 234.2 | -0.1 | 0.8 | 3.9 | 1.14% | 56% | 39.5% |
| 05/2015 | 0.1% | 3.82% | 235.5 | 0.1 | 0.8 | 7.4 | 1.14% | 57.7% | 42.7% |
| 04/2015 | 0.51% | 3.71% | 228.8 | -0.6 | 0.9 | 0.5 | 1.14% | 56.6% | 39.9% |
| 03/2015 | 0.36% | 3.19% | 228.8 | 0.6 | 1.4 | -0.6 | 1.14% | 59.1% | 45.2% |
| 02/2015 | 2.06% | 2.82% | 229.5 | 0 | 0.8 | 0.9 | 1.14% | 56.3% | 45.5% |
| 01/2015 | 0.74% | 0.74% | 225.1 | -0.3 | 1.8 | 5 | 1.14% | 51.7% | 43.5% |
| 12/2014 | -1.25% | 6.47% | 220.7 | 0.1 | 1.3 | -0.1 | 1.41% | 48.9% | 41.6% |
| 11/2014 | 1.18% | 7.82% | 225.1 | 0.1 | 4.5 | -1.5 | 1.41% | 52% | 43.9% |
| 10/2014 | 0.36% | 6.56% | 228.5 | 0.1 | 0.8 | -7.4 | 1.41% | 51.9% | 42.1% |
| 09/2014 | 0.32% | 6.18% | 236 | 0 | 0.5 | -0.6 | 1.41% | 51.6% | 38.5% |
| 08/2014 | 2.11% | 5.84% | 236.5 | 0 | 0.6 | -0.2 | 1.41% | 49.8% | 37.5% |
| 07/2014 | -0.29% | 3.65% | 232.6 | -0.7 | 0.9 | 6.6 | 1.41% | 49.8% | 36.9% |
| 06/2014 | -0.27% | 3.95% | 228.4 | 0.1 | 2.3 | 0.9 | 1.41% | 51.3% | 38.6% |
| 05/2014 | 1.42% | 4.23% | 230.6 | 0.6 | 0.8 | 4.1 | 1.41% | 49.9% | 37.8% |
| 04/2014 | 0.37% | 2.77% | 223.7 | 0 | 1 | -5.6 | 1.41% | 49.4% | 36.8% |
| 03/2014 | 0.91% | 2.39% | 229.9 | -4 | 1.1 | 0.5 | 1.41% | 49% | 35.6% |
| 02/2014 | 1.36% | 1.47% | 232.4 | 4 | 1.6 | -0.8 | 1.41% | 47% | 32.8% |
| 01/2014 | 0.11% | 0.11% | 227.9 | 0.1 | 1.2 | 2.3 | 1.41% | 45.3% | 29.7% |
| 12/2013 | -0.21% | 9.28% | 226.6 | 0.1 | 1.8 | 3.2 | 1.55% | 46.1% | 28.6% |
| 11/2013 | 1.41% | 9.51% | 225.4 | -0.2 | 1.2 | 0.9 | 1.55% | 46% | 28.6% |
| 10/2013 | 0.81% | 7.99% | 223.2 | 0.1 | 1.8 | -0.1 | 1.55% | 42.7% | 28.4% |
| 09/2013 | 1.56% | 7.12% | 223.3 | 0 | 1 | 0.2 | 1.55% | 41.7% | 28.6% |
| 08/2013 | -0.24% | 5.48% | 220.8 | -1 | 1.5 | -0 | 1.55% | 41.9% | 27.1% |
| 07/2013 | 1.31% | 5.73% | 224.4 | 1 | 0.8 | 0.3 | 1.55% | 43.1% | 26.8% |
| 06/2013 | -0.65% | 4.36% | 168.2 | 0 | 1.5 | -0.3 | 1.55% | 32.7% | 20.7% |
| 05/2013 | 1.48% | 5.05% | 171.3 | 0 | 1.2 | 1.7 | 1.55% | 36.4% | 24.6% |
| 04/2013 | 0.76% | 3.51% | 170.3 | 0 | 2.2 | 0.4 | 1.55% | 36.9% | 23.8% |
| 03/2013 | 0.66% | 2.73% | 171.1 | 0 | 1.7 | 8.8 | 1.55% | 37.4% | 24.5% |
| 02/2013 | 0.89% | 2.06% | 163.2 | 0 | 1.4 | 0.2 | 1.55% | 37.1% | 22.4% |
| 01/2013 | 1.16% | 1.16% | 163.5 | 0 | 1 | 1.4 | 1.55% | 37% | 22.7% |
| 12/2012 | 0.56% | 10.61% | 162.8 | 0 | 3.1 | -1 | 1.63% | 35.1% | 21.6% |
| 11/2012 | 1.3% | 9.99% | 164.6 | 0 | 1.1 | 0.3 | 1.63% | 33.6% | 21% |
| 10/2012 | 1.6% | 8.58% | 163.4 | 0 | 1 | -0.4 | 1.63% | 32.8% | 22.2% |
| 09/2012 | 1.46% | 6.87% | 162.1 | 0 | 1 | -0.1 | 1.63% | 32.3% | 23.1% |
| 08/2012 | 0.32% | 5.33% | 161.3 | 0 | 1.5 | -0 | 1.63% | 30.8% | 21.8% |
| 07/2012 | 1.98% | 5% | 162.5 | 0 | 1.1 | -0.2 | 1.63% | 29.8% | 20.7% |
| 06/2012 | -0.8% | 2.96% | 160.9 | 0 | 1.7 | 0.3 | 1.63% | 31.4% | 22.5% |
| 05/2012 | -1.51% | 3.79% | 163.7 | 0 | 1.1 | 0.3 | 1.63% | 24.2% | 21.8% |
| 04/2012 | 1.4% | 5.38% | 167.3 | 0 | 1 | -0.3 | 1.63% | 34.2% | 23.7% |
| 03/2012 | 0.9% | 3.93% | 166.5 | 0 | 1.1 | -1.6 | 1.63% | 36.5% | 28.1% |
| 02/2012 | 1.02% | 3% | 168 | 0 | 1 | -0.1 | 1.63% | 38.5% | 29.8% |
| 01/2012 | 1.96% | 1.96% | 167.4 | 0 | 2.4 | 0.1 | 1.63% | 38.8% | 28.5% |
| 12/2011 | 0.66% | -1.22% | 166.5 | 0 | 2.5 | -0.9 | 1.66% | 36% | 26.2% |
| 11/2011 | -0.78% | -1.87% | 169.2 | 0 | 1.8 | 0.2 | 1.66% | 37.1% | 26.3% |
| 10/2011 | 1.97% | -1.1% | 172.6 | 0 | 1.5 | -0.1 | 1.66% | 35.7% | 24.5% |
| 09/2011 | -1% | -3.01% | 170.6 | 0 | 1.3 | 0.1 | 1.66% | 36.6% | 24.8% |
| 08/2011 | -1.67% | -2.03% | 173.9 | 0 | 2.2 | -0.3 | 1.66% | 36.1% | 25.6% |
| 07/2011 | -0.15% | -0.36% | 179.9 | 0 | 1.4 | -1.3 | 1.66% | 38.8% | 23.3% |
| 06/2011 | -0.45% | -0.21% | 183.1 | 0 | 1.2 | -0.1 | 1.66% | 33.5% | 20.9% |
| 05/2011 | -0.74% | 0.24% | 185.4 | 0 | 1.5 | -1.1 | 1.66% | 39% | 22% |
| 04/2011 | 0.35% | 0.98% | 189.3 | 0 | 1.3 | -3.3 | 1.66% | 38.4% | 20.3% |
| 03/2011 | 0.11% | 0.63% | 194.1 | 0 | 2.2 | -0.7 | 1.66% | 37.5% | 19.7% |
| 02/2011 | 0.35% | 0.52% | 196.7 | 0 | 1.2 | -0.5 | 1.66% | 38.9% | 19.6% |
| 01/2011 | 0.17% | 0.17% | 198.4 | 0 | 0.9 | 3.2 | 1.66% | 40.5% | 18.6% |
| 12/2010 | 1.07% | 8.96% | 200.3 | 10.1 | 6.3 | -0.1 | 1.43% | 36.6% | 16.4% |
| 11/2010 | -0.09% | 7.81% | 190.4 | 0.6 | 1.6 | -0.1 | 1.43% | 36.6% | 16.9% |
| 10/2010 | 2.24% | 7.9% | 191.8 | 0.5 | 1.4 | -0.2 | 1.43% | 38.3% | 17.2% |
| 09/2010 | 0.85% | 5.54% | 189 | 0.4 | 0.9 | -0 | 1.43% | 36.5% | 16.8% |
| 08/2010 | 0.99% | 4.65% | 188 | 0.5 | 1.6 | -1 | 1.43% | 31% | 16.2% |
| 07/2010 | 1.66% | 3.62% | 188.7 | 0.5 | 1.3 | -1.4 | 1.43% | 35.7% | 16.9% |
| 06/2010 | 0.56% | 1.93% | 188.1 | 0.5 | 1.6 | -4.4 | 1.43% | 36% | 18% |
| 05/2010 | -1.37% | 1.37% | 192.8 | 0.5 | 1.4 | -1.4 | 1.43% | 39.1% | 18.9% |
| 04/2010 | -1.11% | 2.77% | 198 | 0.5 | 1 | -1.7 | 1.43% | 45.3% | 19.7% |
| 03/2010 | 1.99% | 3.93% | 202.5 | 0.8 | 1.9 | -6.5 | 1.43% | 47.7% | 21.2% |
| 02/2010 | 0.94% | 1.9% | 206.1 | 0.4 | 2.7 | -0 | 1.43% | 45.5% | 21.1% |
| 01/2010 | 0.95% | 0.95% | 207 | 0.6 | 2.8 | -2.2 | 1.43% | 50.1% | 19.4% |
| 12/2009 | 0.34% | 29.43% | 209.6 | 8 | 3.1 | -1.2 | 0.94% | 41.4% | 15.4% |
| 11/2009 | 2.12% | 28.99% | 205.5 | 0.6 | 1.3 | -5.5 | 0.94% | 45% | 19% |
| 10/2009 | 1.43% | 26.31% | 207.5 | 0.7 | 1.1 | -0.1 | 0.94% | 39.1% | 19.1% |
| 09/2009 | 1.55% | 24.53% | 205.3 | 0.6 | 2.3 | -0.2 | 0.94% | 34.4% | 18.9% |
| 08/2009 | 1.68% | 22.63% | 204.3 | 0.5 | 2.7 | 0.3 | 0.94% | 39.9% | 16.4% |
| 07/2009 | 2.6% | 20.6% | 203.5 | 0.8 | 2.4 | -0.7 | 0.94% | 43.1% | 18% |
| 06/2009 | 2.86% | 17.55% | 200.6 | 0.5 | 2.5 | -0.7 | 0.94% | 35.8% | 17.7% |
| 05/2009 | 0.57% | 14.28% | 198.1 | 1.3 | 3.7 | -2.2 | 0.94% | 32.6% | 16.9% |
| 04/2009 | 3.8% | 13.63% | 201.7 | 0.7 | 2.9 | -2.3 | 0.94% | 31.5% | 16.5% |
| 03/2009 | 3.1% | 9.47% | 198.7 | 0.6 | 3.5 | -2.5 | 0.94% | 24.7% | 13.3% |
| 02/2009 | 0.95% | 6.18% | 198.7 | 1.6 | 2.9 | -3.2 | 0.94% | 24% | 12.6% |
| 01/2009 | 5.18% | 5.18% | 201.5 | 0.6 | 2.5 | -4.7 | 0.94% | 26.3% | 14.1% |
| 12/2008 | -1.01% | -21.67% | 197.9 | 11.8 | 8.4 | 0 | 0.91% | 27.3% | 15.8% |
| 11/2008 | -2.56% | -20.87% | 196.4 | 0.8 | 3.2 | -0.8 | 0.91% | 33.6% | 16.9% |
| 10/2008 | -8.39% | -18.79% | 205.2 | 0.6 | 1.4 | -1.9 | 0.91% | 33.5% | 15.1% |
| 09/2008 | -5.46% | -11.35% | 227 | 1.3 | 6.2 | -0.2 | 0.91% | 36.6% | 18% |
| 08/2008 | -0.28% | -6.23% | 245.4 | 0.9 | 1.5 | -0.2 | 0.91% | 49.2% | 20.8% |
| 07/2008 | -2.15% | -5.97% | 247.2 | 0.9 | 1.3 | -1.3 | 0.91% | 49% | 17.6% |
| 06/2008 | -1.2% | -3.9% | 254.4 | 1.4 | 3 | 0.1 | 0.91% | 52.5% | 17.3% |
| 05/2008 | 1.22% | -2.73% | 259.2 | 1 | 1.9 | 0 | 0.91% | 53.9% | 17.5% |
| 04/2008 | 1.57% | -3.9% | 256.8 | 0.9 | 2.3 | -5.8 | 0.91% | 50.5% | 18.2% |
| 03/2008 | -3.39% | -5.39% | 259.8 | 1 | 2.1 | 2.4 | 0.91% | 47.6% | 18.4% |
| 02/2008 | 1.24% | -2.07% | 268 | 1 | 3.2 | -0.7 | 0.91% | 67.3% | 14.8% |
| 01/2008 | -3.27% | -3.27% | 267.1 | 1.1 | 3.6 | -0.8 | 0.91% | 70.5% | 15.1% |
| 12/2007 | -0.36% | 7.88% | 280.1 | 28.4 | 4.8 | 0.8 | 0.9% | - | - |
| 11/2007 | -2.23% | 8.27% | 256.7 | 1.3 | 3.8 | -0.2 | 0.9% | - | - |
| 10/2007 | 3.03% | 10.74% | 265.3 | 1 | 2.3 | 0.2 | 0.9% | - | - |
| 09/2007 | 2.1% | 7.48% | 258.8 | 1.2 | 1.4 | 0.4 | 0.9% | - | - |
| 08/2007 | -3.14% | 5.27% | 253.5 | 0.9 | 3 | 0.4 | 0.9% | - | - |
| 07/2007 | -0.39% | 8.68% | 263.9 | 1 | 3.7 | -4.5 | 0.9% | - | - |
| 06/2007 | 0.23% | 9.11% | 272.4 | 1 | 1.9 | 0.1 | 0.9% | - | - |
| 05/2007 | 2.44% | 8.86% | 272.7 | 1.1 | 1.7 | -0.5 | 0.9% | - | - |
| 04/2007 | 2.9% | 6.26% | 267.5 | 0.9 | 1.4 | 0.4 | 0.9% | - | - |
| 03/2007 | 0.42% | 3.27% | 260.3 | 1.1 | 3.4 | 1 | 0.9% | - | - |
| 02/2007 | 0.9% | 2.84% | 260.8 | 1.4 | 3 | -0.7 | 0.9% | - | - |
| 01/2007 | 1.92% | 1.92% | 260.9 | 0.6 | 2.5 | 3.9 | 0.9% | - | - |
| 12/2006 | -0.05% | 7.63% | 254.2 | 29.7 | 3.8 | -0 | 0.91% | - | - |
| 11/2006 | 1.48% | 7.69% | 228.6 | 1.1 | 2 | 0.6 | 0.91% | - | - |
| 10/2006 | 2.49% | 6.12% | 225.7 | 5.7 | 2.3 | -0.3 | 0.91% | - | - |
| 09/2006 | 0.42% | 3.54% | 217.4 | 1 | 2.6 | -0.2 | 0.91% | - | - |
| 08/2006 | 0.89% | 3.11% | 218.4 | 1 | 2.1 | -0.8 | 0.91% | - | - |
| 07/2006 | 0.99% | 2.2% | 218.6 | 1.2 | 2.8 | -0.1 | 0.91% | - | - |
| 06/2006 | -2.08% | 1.2% | 218.1 | 1 | 1.8 | -0.1 | 0.91% | - | - |
| 05/2006 | -0.77% | 3.34% | 224 | 1 | 2.9 | 0.3 | 0.91% | - | - |
| 04/2006 | 1.71% | 4.15% | 227.5 | 1.1 | 1.8 | -1.9 | 0.91% | - | - |
| 03/2006 | 0.82% | 2.4% | 226.3 | 1.3 | 2.2 | -0.3 | 0.91% | - | - |
| 02/2006 | -0.36% | 1.56% | 225.8 | 1 | 1.8 | 0.9 | 0.91% | - | - |
| 01/2006 | 1.93% | 1.93% | 226.4 | 2 | 2.6 | -0.8 | 0.91% | - | - |
| 12/2005 | 0.81% | 15.7% | 223.7 | 23.9 | 4.5 | -1.2 | 0.92% | - | - |
| 11/2005 | 1.09% | 14.77% | 204.1 | 1.1 | 3.1 | -0.3 | 0.92% | - | - |
| 10/2005 | 0.21% | 13.54% | 204.4 | 1 | 1.5 | -0.1 | 0.92% | - | - |
| 09/2005 | 1.97% | 13.3% | 204.8 | 0.9 | 2.9 | -0.1 | 0.92% | - | - |
| 08/2005 | 2.3% | 11.11% | 203 | 0.9 | 2.5 | 0.1 | 0.92% | - | - |
| 07/2005 | 2.78% | 8.61% | 200.6 | 0.4 | 1.5 | 0.4 | 0.92% | - | - |
| 06/2005 | -0.57% | 5.67% | 196 | 1.5 | 1.8 | -0.7 | 0.92% | - | - |
| 05/2005 | 2.06% | 6.28% | 198.5 | 1.6 | 2.3 | -0.4 | 0.92% | - | - |
| 04/2005 | 0.93% | 4.13% | 195.5 | 1 | 2.1 | 0.3 | 0.92% | - | - |
| 03/2005 | 0.04% | 3.18% | 194.7 | 1.2 | 2.6 | -3.5 | 0.92% | - | - |
| 02/2005 | 1.45% | 3.13% | 199.6 | 1.3 | 3 | 0.6 | 0.92% | - | - |
| 01/2005 | 1.66% | 1.66% | 198 | 0.9 | 2.2 | -0.4 | 0.92% | - | - |
| 12/2004 | 2.66% | 9.31% | 196.6 | 23.2 | 6.2 | -0.6 | 0.92% | - | - |
| 11/2004 | 1.97% | 6.47% | 175.8 | 1.3 | 1.8 | 0 | 0.92% | - | - |
| 10/2004 | -0.23% | 4.42% | 173.1 | 1.2 | 3.3 | 0.3 | 0.92% | - | - |
| 09/2004 | 0.88% | 4.66% | 175.4 | 1 | 1.2 | 0.3 | 0.92% | - | - |
| 08/2004 | -0.17% | 3.74% | 174 | 0.9 | 1.6 | 0 | 0.92% | - | - |
| 07/2004 | -1.06% | 3.92% | 175.1 | 0.9 | 1.7 | 0.1 | 0.92% | - | - |
| 06/2004 | 1.78% | 5.04% | 177.7 | 1.1 | 2.9 | -0.6 | 0.92% | - | - |
| 05/2004 | 0.9% | 3.2% | 177.2 | 1.2 | 1.3 | 0.1 | 0.92% | - | - |
| 04/2004 | 0.25% | 2.28% | 175.8 | 1.2 | 1.9 | 0 | 0.92% | - | - |
| 03/2004 | 0.94% | 2.02% | 176.2 | 0.9 | 2.1 | 0 | 0.92% | - | - |
| 02/2004 | 0.33% | 1.07% | 175.9 | 1.1 | 4.1 | -1.1 | 0.92% | - | - |
| 01/2004 | 0.74% | 0.74% | 179.5 | 1.9 | 5.7 | 1.1 | 0.92% | - | - |
| 12/2003 | 1.14% | 16.88% | 181 | 19.8 | 5 | -0.2 | 0.92% | - | - |
| 11/2003 | 1.93% | 15.56% | 164.7 | 1.6 | 2.7 | -0.2 | 0.92% | - | - |
| 10/2003 | 2.83% | 13.38% | 163.1 | 0.9 | 3 | -0.1 | 0.92% | - | - |
| 09/2003 | 1.81% | 10.26% | 160.9 | 1 | 2.4 | 0.1 | 0.92% | - | - |
| 08/2003 | 0.17% | 8.3% | 159.5 | 1.2 | 2.6 | 0 | 0.92% | - | - |
| 07/2003 | -0.8% | 8.11% | 160.8 | 0.9 | 2.9 | -0.4 | 0.92% | - | - |
| 06/2003 | 1.36% | 8.98% | 164.6 | 0.9 | 2 | -0.7 | 0.92% | - | - |
| 05/2003 | 2.23% | 7.52% | 164.3 | 1.3 | 3.2 | 0 | 0.92% | - | - |
| 04/2003 | 2.83% | 5.18% | 162.7 | 0.9 | 1.8 | -0.4 | 0.92% | - | - |
| 03/2003 | 1.35% | 2.28% | 159.7 | 1.2 | 3.8 | 0.2 | 0.92% | - | - |
| 02/2003 | 0.97% | 0.92% | 160 | 1.4 | 4.3 | -0 | 0.92% | - | - |
| 01/2003 | -0.05% | -0.05% | 161.6 | 1.2 | 3.6 | 0 | 0.92% | - | - |
| 12/2002 | -1.1% | -1.92% | 164.2 | 19.4 | 4 | -2.4 | 0.59% | - | - |
| 11/2002 | 3.52% | -0.83% | 152.9 | 1.3 | 1.8 | -2.8 | 0.59% | - | - |
| 10/2002 | -0.34% | -4.21% | 151.1 | 1.2 | 2.6 | -0.1 | 0.59% | - | - |
| 09/2002 | -2.53% | -3.88% | 153.4 | 1.2 | 1.3 | -2.7 | 0.59% | - | - |
| 08/2002 | 0.38% | -1.38% | 160.1 | 1.4 | 3.2 | -0.3 | 0.59% | - | - |
| 07/2002 | 1% | -1.76% | 161.7 | 1.1 | 3.4 | 0.1 | 0.59% | - | - |
| 06/2002 | -1.76% | -2.73% | 162.4 | 1.3 | 4.8 | 0.1 | 0.59% | - | - |
| 05/2002 | 1.38% | -0.99% | 168.8 | 1.2 | 2.6 | -1.8 | 0.59% | - | - |
| 04/2002 | -0.95% | -2.34% | 169.8 | 1.4 | 1.7 | -5.4 | 0.59% | - | - |
| 03/2002 | -1.52% | -1.4% | 177.3 | 1.3 | 3.1 | 0.2 | 0.59% | - | - |
| 02/2002 | -0.76% | 0.12% | 181.7 | 1.2 | 5.7 | 0.2 | 0.59% | - | - |
| 01/2002 | 0.89% | 0.89% | 187.5 | 2.3 | 3.9 | 0 | 0.59% | - | - |
| 12/2001 | 4.2% | 7.87% | 187.6 | 17.7 | 10.1 | 0 | 0.53% | - | - |
| 11/2001 | 1.26% | 3.53% | 173.3 | 1.4 | 3.2 | 0 | 0.53% | - | - |
| 10/2001 | 0.45% | 2.24% | 324.9 | 1.1 | 3.4 | 0 | 0.53% | - | - |
| 09/2001 | -1.69% | 1.78% | 325.9 | 1.3 | 4 | 0 | 0.53% | - | - |
| 08/2001 | -0.19% | 3.53% | 334.3 | 1 | 5 | 0 | 0.53% | - | - |
| 07/2001 | 1.41% | 3.73% | 339 | 1.1 | 3.1 | 0 | 0.53% | - | - |
| 06/2001 | 0.75% | 2.29% | 336.4 | 1.2 | 8.4 | 0 | 0.53% | - | - |
| 05/2001 | 0.97% | 1.52% | 341.2 | 1.7 | 4.8 | 0 | 0.53% | - | - |
| 04/2001 | 2.67% | 0.55% | 341.1 | 1.1 | 2.1 | 0 | 0.53% | - | - |
| 03/2001 | -2.34% | -2.07% | 333.4 | 1.6 | 4 | 0 | 0.53% | - | - |
| 02/2001 | 0.23% | 0.28% | 344 | 2.2 | 5.3 | 0 | 0.53% | - | - |
| 01/2001 | 0.05% | 0.05% | 346.5 | 3.1 | 3.9 | 0 | 0.53% | - | - |
| 12/2000 | 0.06% | 1.22% | 347.5 | 20.3 | 11 | 0 | 0.53% | - | - |
| 11/2000 | -0.03% | 1.16% | 338 | 1.7 | 3.6 | 0 | 0.53% | - | - |
| 10/2000 | -3.89% | 1.19% | 340.1 | 1.2 | 5.2 | 0 | 0.53% | - | - |
| 09/2000 | -0.45% | 5.28% | 358 | 2.4 | 2.3 | 0 | 0.53% | - | - |
| 08/2000 | 2.04% | 5.76% | 359.8 | 1.4 | 2.8 | 0 | 0.53% | - | - |
| 07/2000 | -0.81% | 3.64% | 354 | 1.3 | 1.9 | 0 | 0.53% | - | - |
| 06/2000 | 0.88% | 4.49% | 357.5 | 1.4 | 3.7 | 0 | 0.53% | - | - |
| 05/2000 | 2.5% | 3.58% | 357 | 1.7 | 2.7 | 0 | 0.53% | - | - |
| 04/2000 | -1.26% | 1.05% | 350.1 | 1.4 | 3.4 | 0 | 0.53% | - | - |
| 03/2000 | -2.01% | 2.34% | 356.7 | 1.8 | 5.8 | 0 | 0.53% | - | - |
| 02/2000 | 4.16% | 4.44% | 368.5 | 1.4 | 7.5 | 0 | 0.53% | - | - |
| 01/2000 | 0.27% | 0.27% | 359.8 | 1.6 | 6.4 | 0 | 0.53% | - | - |
| 12/1999 | 2.6% | 14.37% | 363.6 | 16.3 | 2.9 | 0 | - | - | - |
| 11/1999 | 1.78% | 11.47% | 341.7 | 2.1 | 2.9 | 0 | - | - | - |
| 10/1999 | 0.96% | 9.52% | 336.3 | 1.6 | 3.1 | 0 | - | - | - |
| 09/1999 | 1.25% | 8.48% | 335 | 3.5 | 4.3 | 0 | - | - | - |
| 08/1999 | -0.16% | 7.14% | 331.2 | 0.9 | 3.3 | 0 | - | - | - |
| 07/1999 | 0.43% | 7.31% | 333.9 | 1.4 | 2.9 | 0 | - | - | - |
| 06/1999 | 1.22% | 6.85% | 335.6 | 1.7 | 1.9 | 0 | - | - | - |
| 05/1999 | 1.39% | 5.57% | 331.7 | 2.5 | 4.1 | 0 | - | - | - |
| 04/1999 | 1.62% | 4.12% | 327.9 | 1.1 | 2.4 | 0 | - | - | - |
| 03/1999 | 1.97% | 2.46% | 325 | 2 | 4.7 | 0 | - | - | - |
| 02/1999 | 0.56% | 0.48% | 321.7 | 3.9 | 9 | 0 | - | - | - |
| 01/1999 | -0.08% | -0.08% | 311.3 | 6 | 8 | 0 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של הלמן-אלדובי מרכזית לפיצויים 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 מרכזית לפיצויים כללי?
0.97% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם הלמן-אלדובי מרכזית לפיצויים 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.