פסגות גדיש אגח עד 20% מניות: תשואה, דמי ניהול וסיכון
הקרן הפסיקה לדווח ב-10/2021 (מוזגה או נסגרה) - הנתונים היסטוריים
פסגות גדיש אגח עד 20% מניות מנוהלת על ידי פסגות קופות גמל ופנסיה בע"מ, בסיווג תגמולים ואישית לפיצויים, פעילה מ-1992; 274 חודשי דיווח מ-01/1999 עד 10/2021.
תשואה 10/2021
-
מתחילת השנה
-
3 שנים מצטבר
-
5 שנים מצטבר
-
דמי ניהול מצבירה
0.53%
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 231 מתוך 264 בקטגוריה.
- דמי ניהול ממוצעים מהצבירה: 0.53% לשנה (מקום 159 מתוך 253 בקטגוריה, מהנמוך לגבוה), מההפקדות: 0.4%. על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-10,083 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -14.3% בין 08/2008 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 | 7.88% | 7.04% | 9.34% | 4.4% | 10.59% | 6.19% | 7.92% | 5.61% | 5.09% | -10.18% | 17.61% | 8.77% | 0.46% | 9.28% | 6.85% | 5.35% | 1.95% | 1.79% | 4.65% | -1.14% | 9.18% | 2.69% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2020.
דירוג בקטגוריה תגמולים ואישית לפיצויים (10/2021)
דירוג לפי הנתון בלבד, מתוך 264 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 0 | 231 / 264 |
| דמי ניהול מצבירה (נמוך = 1) | 0.53% | 159 / 253 |
| תשואה מתחילת השנה | - | - |
| תשואה 3 שנים | - | - |
| תשואה 5 שנים | - | - |
| מדד שארפ | - | - |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הלמן-אלדובי גמל אג"ח עד 25% במניות 0 מ' ש"ח
- הלמן-אלדובי גמל ישראל 0 מ' ש"ח
- הלמן-אלדובי גמל כללי (לשעבר קופת פקידי מרכנתיל דיסקונט) 0 מ' ש"ח
- הלמן-אלדובי גמל מניות 0 מ' ש"ח
- הלמן-אלדובי גמל מסלול אג"ח ללא 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 | 0.53% | - | - |
| 09/2021 | -0.44% | 4.56% | 1,119.5 | 0.4 | 2.3 | -25.2 | 0.53% | 206.4% | 181.5% |
| 08/2021 | 0.72% | 5.02% | 1,150 | 1.2 | 7.4 | -22.6 | 0.53% | 215.9% | 200.8% |
| 07/2021 | 0.21% | 4.27% | 1,169.8 | 1.6 | 3.2 | -10.8 | 0.53% | 216.4% | 229% |
| 06/2021 | 0.4% | 4.05% | 1,180.7 | 1.4 | 3.8 | -22.7 | 0.53% | 222.7% | 302.4% |
| 05/2021 | 0.89% | 3.64% | 1,201.6 | 0.9 | 3.9 | -4.8 | 0.53% | 235.2% | 298.1% |
| 04/2021 | 0.91% | 2.72% | 1,209 | 0.9 | 13 | -22.8 | 0.53% | 243.1% | 307% |
| 03/2021 | 0.94% | 1.8% | 1,223.7 | 1 | 3.9 | -35.3 | 0.53% | 243.7% | 313.6% |
| 02/2021 | 0.07% | 0.85% | 1,249.5 | 0.6 | 1.7 | -13.1 | 0.53% | 246.9% | 310.3% |
| 01/2021 | 0.78% | 0.78% | 1,263 | 0.8 | 4.7 | -13.3 | 0.53% | 250.5% | 299.4% |
| 12/2020 | 1.05% | 2.69% | 1,271.6 | 5.5 | 3.4 | -10 | 0.54% | 253.6% | 301.6% |
| 11/2020 | 2.7% | 1.63% | 1,266.2 | 0.6 | 6.1 | -18 | 0.54% | 251.6% | 305.6% |
| 10/2020 | 0% | -1.05% | 1,255.4 | 4.4 | 7 | -5.6 | 0.54% | 243.1% | 300.4% |
| 09/2020 | -1.04% | -1.05% | 1,266.7 | 2.1 | 2.6 | -3.5 | 0.54% | 238.4% | 297.4% |
| 08/2020 | 1.92% | -0.01% | 1,284.6 | 1.4 | 3.8 | -12.9 | 0.54% | 248.8% | 296.5% |
| 07/2020 | 1.61% | -1.89% | 1,276.2 | 1.4 | 3.6 | -13.4 | 0.54% | 254.4% | 303.9% |
| 06/2020 | -0.55% | -3.44% | 1,271.8 | 1 | 3.4 | -2.6 | 0.54% | 247.1% | 298.7% |
| 05/2020 | 1.33% | -2.91% | 1,284.5 | 0.5 | 1.3 | 3 | 0.54% | 256.7% | 293.5% |
| 04/2020 | 3.93% | -4.18% | 1,266 | 1.7 | 0.9 | 1.9 | 0.54% | 252.4% | 278.2% |
| 03/2020 | -7.1% | -7.81% | 1,216.2 | 1.9 | 4.7 | -31.2 | 0.54% | 230.5% | 263.5% |
| 02/2020 | -0.94% | -0.76% | 1,346.7 | 3.3 | 5.5 | 2.2 | 0.54% | 254.1% | 282.5% |
| 01/2020 | 0.18% | 0.18% | 1,360 | 4 | 4.2 | -3.1 | 0.54% | 267.2% | 295.1% |
| 12/2019 | 0.43% | 9.18% | 1,361.5 | 5 | 5.5 | -3 | 0.56% | 271.8% | 298.6% |
| 11/2019 | 0.59% | 8.71% | 1,359.8 | 2.2 | 2.4 | -0.8 | 0.56% | 273.4% | 299.8% |
| 10/2019 | 0.82% | 8.08% | 1,353.5 | 3 | 3.3 | -0.6 | 0.56% | 269.8% | 292.5% |
| 09/2019 | 0.9% | 7.2% | 1,344 | 5.8 | 2.3 | -5 | 0.56% | 261.4% | 285.3% |
| 08/2019 | -0.25% | 6.24% | 1,334 | 4.9 | 5.7 | -0.1 | 0.56% | 252.8% | 283.6% |
| 07/2019 | 0.75% | 6.51% | 1,339 | 5.5 | 3.2 | -6.1 | 0.56% | 262.7% | 287.9% |
| 06/2019 | 1.31% | 5.71% | 1,333.5 | 4.3 | 3.8 | -11.2 | 0.56% | 266.1% | 288.7% |
| 05/2019 | -0.49% | 4.35% | 1,327.6 | 3.2 | 4.7 | -9.6 | 0.56% | 259.3% | 286.6% |
| 04/2019 | 1.16% | 4.86% | 1,345.9 | 1.2 | 2.8 | -4.8 | 0.56% | 267.5% | 289% |
| 03/2019 | 0.68% | 3.66% | 1,337.4 | 5.8 | 3.7 | -11.6 | 0.56% | 264.3% | 281.1% |
| 02/2019 | 0.91% | 2.96% | 1,338.6 | 5.1 | 4.9 | 1 | 0.56% | 261.7% | 278.9% |
| 01/2019 | 2.03% | 2.03% | 1,325.9 | 2.3 | 4.9 | -2.5 | 0.56% | 261.9% | 282.2% |
| 12/2018 | -1.66% | -1.14% | 1,305.2 | 9.2 | 4.9 | -7.3 | 0.59% | 250.1% | 288.7% |
| 11/2018 | 0.03% | 0.53% | 1,330.7 | 6.5 | 2.9 | -5.3 | 0.59% | 264.4% | 305.6% |
| 10/2018 | -1.07% | 0.5% | 1,332.7 | 3.9 | 4.1 | -8.3 | 0.59% | 259% | 307.5% |
| 09/2018 | -0.03% | 1.59% | 1,356.6 | 2.8 | 2.4 | -4.6 | 0.59% | 273.3% | 308.3% |
| 08/2018 | 0.73% | 1.62% | 1,361.7 | 4.7 | 3.9 | -11.9 | 0.59% | 272.2% | 310.2% |
| 07/2018 | 0.84% | 0.88% | 1,363.5 | 4.6 | 3.7 | -7.9 | 0.59% | 270.7% | 325.8% |
| 06/2018 | -0.1% | 0.04% | 1,359.9 | 8.1 | 3.6 | -6.1 | 0.59% | 268.2% | 325.7% |
| 05/2018 | 0.14% | 0.14% | 1,363.3 | 10.7 | 5 | -10.2 | 0.59% | 266.2% | 322.3% |
| 04/2018 | 0.45% | 0% | 1,366.8 | 4.8 | 3.9 | -6.9 | 0.59% | 268.3% | 322.7% |
| 03/2018 | -0.29% | -0.45% | 1,367.4 | 8.8 | 2.9 | -1.7 | 0.59% | 262.5% | 316.7% |
| 02/2018 | -0.84% | -0.16% | 1,367.8 | 7.1 | 1.9 | -12.6 | 0.59% | 267% | 318% |
| 01/2018 | 0.69% | 0.69% | 1,387.5 | 4.6 | 3.8 | -15.7 | 0.59% | 276.7% | 317.2% |
| 12/2017 | 0.57% | 4.65% | 1,393.5 | 8.1 | 4.7 | 0.5 | 0.61% | 278.9% | 293.8% |
| 11/2017 | 0.53% | 4.05% | 1,382.4 | 7.5 | 4.6 | 0 | 0.61% | 274.6% | 306.3% |
| 10/2017 | 0.69% | 3.5% | 1,372.9 | 4.2 | 3.8 | -11.4 | 0.61% | 271.5% | 283.4% |
| 09/2017 | 0.07% | 2.8% | 1,375.1 | 1.9 | 1.5 | -4.5 | 0.61% | 270.7% | 280% |
| 08/2017 | 0.29% | 2.72% | 1,378.9 | 4.3 | 3.9 | 0.5 | 0.61% | 271.4% | 280.2% |
| 07/2017 | 0.95% | 2.43% | 1,374.7 | 8.3 | 4.2 | -5.6 | 0.61% | 271.6% | 275.8% |
| 06/2017 | -0.52% | 1.46% | 1,363.9 | 2.9 | 3.9 | -5.9 | 0.61% | 268.8% | 277.1% |
| 05/2017 | 0.72% | 1.99% | 1,378.6 | 3.3 | 5.7 | -0.9 | 0.61% | 272.5% | 284.1% |
| 04/2017 | 0.86% | 1.26% | 1,372.7 | 2.9 | 2.9 | -5.6 | 0.61% | 270% | 284.1% |
| 03/2017 | 0.14% | 0.4% | 1,367.2 | 5.2 | 5.5 | -3 | 0.61% | 265% | 255.2% |
| 02/2017 | 0.23% | 0.26% | 1,369.4 | 7.4 | 4.3 | -8.1 | 0.61% | 264.3% | 240.4% |
| 01/2017 | 0.03% | 0.03% | 1,371.9 | 5.2 | 4.9 | -7.9 | 0.61% | 263.5% | 243.9% |
| 12/2016 | 0.5% | 1.79% | 1,379.7 | 13.4 | 5.6 | 7.7 | 0.64% | 265.3% | 247.8% |
| 11/2016 | -0.28% | 1.28% | 1,358.1 | 9.1 | 3.4 | 13 | 0.64% | 261.9% | 248.8% |
| 10/2016 | 0.06% | 1.57% | 1,343.9 | 4.6 | 2.1 | 7.5 | 0.64% | 248.1% | 249.8% |
| 09/2016 | -0.46% | 1.51% | 1,333.8 | 4.7 | 3.8 | 12.4 | 0.64% | 254.4% | 251.4% |
| 08/2016 | -0.07% | 1.98% | 1,327.2 | 6.6 | 4.8 | 22.5 | 0.64% | 257.2% | 248% |
| 07/2016 | 1.29% | 2.05% | 1,304.5 | 11.2 | 3.1 | 20.9 | 0.64% | 250.9% | 245.7% |
| 06/2016 | -0.01% | 0.75% | 1,259.8 | 8.6 | 5 | 26.5 | 0.64% | 230.9% | 225.1% |
| 05/2016 | 0.24% | 0.76% | 1,230.5 | 11.2 | 2.4 | 30.1 | 0.64% | 229.6% | 221% |
| 04/2016 | 0.69% | 0.52% | 1,189.2 | 13 | 3.9 | 13.9 | 0.64% | 225.2% | 218.5% |
| 03/2016 | 0.55% | -0.17% | 1,158.8 | 9.6 | 3.9 | 28.6 | 0.64% | 215.4% | 207.7% |
| 02/2016 | -0.19% | -0.72% | 1,119 | 14.1 | 3.5 | 13.1 | 0.64% | 208% | 206.7% |
| 01/2016 | -0.53% | -0.53% | 1,097.8 | 18.7 | 2.4 | 18.4 | 0.64% | 204.7% | 207.6% |
| 12/2015 | -0.55% | 1.95% | 1,069.2 | 10 | 3.2 | 19.4 | 0.7% | 202.7% | 212.9% |
| 11/2015 | -0.26% | 2.51% | 1,049.3 | 6.1 | 2.2 | 15.6 | 0.7% | 203% | 212% |
| 10/2015 | 1.75% | 2.78% | 1,033 | 4.8 | 2.1 | 4.8 | 0.7% | 197.7% | 201.5% |
| 09/2015 | -1.25% | 1.01% | 1,008.4 | 4.1 | 1.6 | 7.7 | 0.7% | 181.7% | 184.1% |
| 08/2015 | -0.49% | 2.29% | 1,011.4 | 4.2 | 1.7 | 32.8 | 0.7% | 189% | 190.5% |
| 07/2015 | 1.3% | 2.79% | 981.6 | 1.8 | 1.8 | 17 | 0.7% | 183.8% | 187.1% |
| 06/2015 | -2.24% | 1.47% | 952.6 | 2.3 | 3.6 | 25 | 0.7% | 177.4% | 163.1% |
| 05/2015 | 0.04% | 3.8% | 951 | 1.7 | 2.8 | 16.7 | 0.7% | 183.6% | 167.6% |
| 04/2015 | 0.41% | 3.76% | 935.4 | 1 | 1.2 | 10.2 | 0.7% | 177.8% | 161.1% |
| 03/2015 | 0.4% | 3.33% | 922.2 | 1.6 | 3.6 | 26.9 | 0.7% | 178.2% | 164.7% |
| 02/2015 | 1.74% | 2.92% | 894.3 | 2.3 | 2.7 | 23.7 | 0.7% | 170.4% | 164% |
| 01/2015 | 1.16% | 1.16% | 856.4 | 1.1 | 2 | 15.9 | 0.7% | 160.3% | 153.9% |
| 12/2014 | -1.21% | 5.35% | 832.2 | 3.3 | 2.5 | 24.8 | 0.74% | 149.4% | 145.5% |
| 11/2014 | 1.19% | 6.64% | 817 | 1 | 2.3 | 11.9 | 0.74% | 156.1% | 153.2% |
| 10/2014 | 0.37% | 5.39% | 797.2 | 1.7 | 1.5 | 10.7 | 0.74% | 150.2% | 145.9% |
| 09/2014 | 0.32% | 5% | 783.9 | 1.2 | 2.2 | 16.9 | 0.74% | 138.3% | 135.6% |
| 08/2014 | 1.86% | 4.66% | 766 | 1 | 1.4 | 17 | 0.74% | 139.3% | 135.9% |
| 07/2014 | -0.03% | 2.75% | 735.9 | 1.3 | 2.1 | 15.5 | 0.74% | 130.6% | 125.5% |
| 06/2014 | -0.02% | 2.78% | 721.9 | 1.3 | 2.5 | 28.1 | 0.74% | 130.6% | 116.4% |
| 05/2014 | 1.08% | 2.8% | 695.6 | 1.1 | 2.8 | 33.4 | 0.74% | 124.9% | 104.9% |
| 04/2014 | 0.12% | 1.71% | 657.1 | 0.8 | 3.4 | 21.5 | 0.74% | 120.4% | 101.4% |
| 03/2014 | 0.33% | 1.58% | 637.8 | 1.1 | 2.1 | 10.5 | 0.74% | 123.2% | 97.9% |
| 02/2014 | 1.23% | 1.25% | 626.6 | 1.1 | 1.4 | 16.8 | 0.74% | 115.5% | 86.9% |
| 01/2014 | 0.02% | 0.02% | 603 | 1 | 1.6 | 12.5 | 0.74% | 111.1% | 85.3% |
| 12/2013 | -0.22% | 6.85% | 591.4 | 1.8 | 1.6 | 13.2 | 1.06% | 97.5% | 84.4% |
| 11/2013 | 1.21% | 7.08% | 579.7 | 1.1 | 1.7 | 15 | 1.06% | 97% | 83.7% |
| 10/2013 | 1.15% | 5.8% | 558.9 | 1.5 | 2 | 10.9 | 1.06% | 86.4% | 77.4% |
| 09/2013 | 1.5% | 4.6% | 542.5 | 1 | 0.7 | 9.8 | 1.06% | 83.3% | 77.6% |
| 08/2013 | -0.5% | 3.06% | 524.9 | 2.1 | 1.2 | 13 | 1.06% | 82.3% | 78.1% |
| 07/2013 | 1.27% | 3.57% | 514.2 | 1 | 1.6 | 9.4 | 1.06% | 83.1% | 77.9% |
| 06/2013 | -1.18% | 2.27% | 499.5 | 1.2 | 2 | 10.5 | 1.06% | 78.5% | 68.8% |
| 05/2013 | 1.19% | 3.5% | 496.1 | 0.9 | 1.3 | 21.4 | 1.06% | 78.9% | 77.4% |
| 04/2013 | 0.79% | 2.28% | 469.8 | 0.8 | 1.8 | 25.6 | 1.06% | 70.5% | 71.5% |
| 03/2013 | 0.42% | 1.48% | 441.8 | 1.3 | 1 | 10.8 | 1.06% | 70.9% | 69.8% |
| 02/2013 | 0.56% | 1.05% | 429.2 | 1 | 1.1 | 9.5 | 1.06% | 67.9% | 57% |
| 01/2013 | 0.49% | 0.49% | 417.8 | 1 | 1.3 | 8.8 | 1.06% | 71.2% | 66.9% |
| 12/2012 | 0.21% | 9.28% | 407.6 | 1.6 | 1.9 | 13.1 | 1.18% | 65.3% | 59.3% |
| 11/2012 | 0.63% | 9.05% | 394.2 | 1.2 | 1.2 | 12.1 | 1.18% | 64.3% | 56.5% |
| 10/2012 | 1.3% | 8.37% | 380.1 | 1.2 | 1.6 | 9.1 | 1.18% | 62.6% | 51.3% |
| 09/2012 | 1.32% | 6.98% | 366.9 | 0.8 | 1.9 | 10.1 | 1.18% | 61% | 51.8% |
| 08/2012 | 0.32% | 5.58% | 353.6 | 0.8 | 1.4 | 20.4 | 1.18% | 58.1% | 53.9% |
| 07/2012 | 2.31% | 5.24% | 333 | 1.7 | 1.1 | 13.7 | 1.18% | 55.6% | 48.1% |
| 06/2012 | -0.1% | 2.87% | 311.8 | 0.9 | 1.8 | 7.7 | 1.18% | 53.8% | 44.4% |
| 05/2012 | -1.1% | 2.97% | 305.6 | 1 | 1.9 | 5.9 | 1.18% | 54.6% | 39.2% |
| 04/2012 | 1.06% | 4.12% | 304.3 | 1 | 1.8 | 7 | 1.18% | 54.2% | 37.5% |
| 03/2012 | 0.87% | 3.02% | 295.3 | 1.4 | 1 | 10.1 | 1.18% | 53.3% | 37% |
| 02/2012 | 0.34% | 2.14% | 282.5 | 0.9 | 0.9 | 9.6 | 1.18% | 48.3% | 36.2% |
| 01/2012 | 1.79% | 1.79% | 272.2 | 0.9 | 1.9 | 2.1 | 1.18% | 44% | 32.4% |
| 12/2011 | 1% | 0.46% | 266.5 | 1.1 | 2.6 | -0.5 | 1.21% | 42.2% | 30.9% |
| 11/2011 | -1.03% | -0.53% | 266.1 | 0.9 | 1.6 | -0.5 | 1.21% | 43.2% | 30.9% |
| 10/2011 | 2.18% | 0.51% | 270.2 | 1.2 | 2.1 | -0.4 | 1.21% | 43.1% | 30.4% |
| 09/2011 | -0.87% | -1.64% | 266 | 1 | 2.3 | 0.3 | 1.21% | 34.5% | 24.1% |
| 08/2011 | -0.76% | -0.78% | 269.6 | 1 | 1.7 | -0.8 | 1.21% | 34.8% | 26% |
| 07/2011 | 0.64% | -0.02% | 273.4 | 0.9 | 1.9 | -0.5 | 1.21% | 36.9% | 24.8% |
| 06/2011 | -0.55% | -0.65% | 273.4 | 0.8 | 1.8 | -1.4 | 1.21% | 38.3% | 25% |
| 05/2011 | -0.27% | -0.1% | 277.6 | 0.9 | 1.4 | -0.4 | 1.21% | 40.7% | 24.3% |
| 04/2011 | 0.17% | 0.17% | 279.6 | 0.8 | 1 | -1.3 | 1.21% | 41.2% | 23.6% |
| 03/2011 | -0.48% | 0% | 280.8 | 1 | 1.4 | 1.4 | 1.21% | 43.8% | 24.8% |
| 02/2011 | 0.08% | 0.48% | 281.5 | 0.9 | 1.6 | 0.5 | 1.21% | 43% | 24.8% |
| 01/2011 | 0.4% | 0.4% | 281.6 | 0.8 | 1.4 | -0.9 | 1.21% | 43.1% | 22.9% |
| 12/2010 | 0.51% | 8.77% | 282.2 | 1.2 | 1.5 | -1.7 | 1.27% | 45.1% | 21.1% |
| 11/2010 | -0.46% | 8.21% | 283.1 | 1 | 0.9 | -1 | 1.27% | 42.6% | 21% |
| 10/2010 | 2.12% | 8.71% | 285.7 | 1.1 | 1.8 | -1.1 | 1.27% | 42.2% | 20.8% |
| 09/2010 | 0.84% | 6.46% | 281.8 | 0.9 | 0.6 | -0.2 | 1.27% | 47.1% | 21% |
| 08/2010 | 0.87% | 5.57% | 279.7 | 1 | 1.2 | -1.2 | 1.27% | 44.3% | 12.6% |
| 07/2010 | 1.58% | 4.66% | 278.9 | 0.9 | 0.9 | -1.4 | 1.27% | 45.2% | 9.1% |
| 06/2010 | 0.66% | 3.03% | 276.2 | 0.9 | 1.5 | -0.2 | 1.27% | 42.6% | 5.9% |
| 05/2010 | -0.96% | 2.36% | 275.5 | 0.9 | 1.5 | -0.8 | 1.27% | 41.9% | 4.2% |
| 04/2010 | -0.49% | 3.35% | 279.9 | 1 | 1.9 | -1.2 | 1.27% | 42.3% | 4.8% |
| 03/2010 | 1.5% | 3.86% | 283.6 | 1 | 0.9 | 0.3 | 1.27% | 39.1% | 6.8% |
| 02/2010 | 1.14% | 2.32% | 279.4 | 0.9 | 1 | -0.5 | 1.27% | 47.2% | 13.1% |
| 01/2010 | 1.17% | 1.17% | 277.2 | 0.9 | 2.1 | -2.4 | 1.27% | 43.4% | 16.9% |
| 12/2009 | -0.11% | 17.61% | 277.9 | 1.3 | 1.9 | -1.1 | 1.3% | 43.3% | 16.8% |
| 11/2009 | 1.37% | 17.74% | 280.2 | 0.9 | 0.7 | -0.4 | 1.3% | 41.2% | 7.5% |
| 10/2009 | 1.08% | 16.15% | 276.9 | 1 | 0.8 | 0.8 | 1.3% | 35.4% | 6.1% |
| 09/2009 | 1.5% | 14.91% | 273.1 | 0.9 | 0.7 | -0.9 | 1.3% | 32.6% | 15.2% |
| 08/2009 | 1.21% | 13.21% | 270 | 1 | 1 | -1.2 | 1.3% | 31.7% | 15% |
| 07/2009 | 1.89% | 11.86% | 268.2 | 0.9 | 0.9 | -0.9 | 1.3% | 29.3% | 12.7% |
| 06/2009 | 2.38% | 9.78% | 264.6 | 0.9 | 0.9 | -5.5 | 1.3% | 26.9% | 11.5% |
| 05/2009 | 0.22% | 7.23% | 264.2 | 0.8 | 0.7 | -1.5 | 1.3% | 24.4% | 9.7% |
| 04/2009 | 1.37% | 7% | 265.2 | 1.1 | 0.8 | -0.9 | 1.3% | 18% | 6.3% |
| 03/2009 | 2.39% | 5.55% | 262.6 | 1 | 1.2 | -3.1 | 1.3% | 23.3% | 5.6% |
| 02/2009 | 0.73% | 3.09% | 260.1 | 1 | 1.2 | -2.5 | 1.3% | 23.1% | 2.6% |
| 01/2009 | 2.34% | 2.34% | 261.1 | 0.9 | 2.1 | -4.5 | 1.3% | 16.8% | 2.8% |
| 12/2008 | -0.65% | -10.18% | 261 | 1.3 | 3.9 | -5.2 | 1.36% | 8.8% | 2.9% |
| 11/2008 | -3.28% | -9.59% | 271 | 0.9 | 2.8 | -2 | 1.36% | 7.3% | 1.2% |
| 10/2008 | -6.74% | -6.53% | 284.4 | 0.9 | 3.7 | 2.5 | 1.36% | 18.1% | 1.3% |
| 09/2008 | -4.4% | 0.23% | 305.5 | 1.2 | 2.7 | 20.1 | 1.36% | 26.2% | 1.2% |
| 08/2008 | 0.64% | 4.84% | 301 | 0.9 | 1.6 | 9.4 | 1.36% | 14.5% | 3% |
| 07/2008 | -0.56% | 4.17% | 290.7 | 0.9 | 0.8 | 9.9 | 1.36% | 12.4% | 1.6% |
| 06/2008 | 0.2% | 4.76% | 282.5 | 0.9 | 1.2 | 2.4 | 1.36% | 8.5% | 1.8% |
| 05/2008 | 1.54% | 4.55% | 280.2 | 0.5 | 1.2 | 0.3 | 1.36% | 7.7% | 0.6% |
| 04/2008 | 0.93% | 2.97% | 276.7 | 1 | 1.1 | 0.8 | 1.36% | 3.9% | 0.6% |
| 03/2008 | -0.25% | 2.02% | 273.8 | 1.5 | 1.2 | 3.1 | 1.36% | 1.3% | 3.3% |
| 02/2008 | 1.34% | 2.27% | 271.4 | 0.9 | 1.2 | 0.1 | 1.36% | 0.5% | 0.6% |
| 01/2008 | 0.92% | 0.92% | 268.3 | 1 | 2.4 | -0.6 | 1.36% | 0.4% | 1.3% |
| 12/2007 | -0.6% | 5.09% | 268.2 | 1.9 | 1.8 | -0.9 | 1.36% | - | - |
| 11/2007 | 0.22% | 5.72% | 270.9 | 1 | 0.7 | -1.1 | 1.36% | - | - |
| 10/2007 | 1.33% | 5.49% | 271.5 | 1.3 | 0.6 | 2 | 1.36% | - | - |
| 09/2007 | 0.5% | 4.11% | 265.6 | 1.1 | 0.6 | -0.5 | 1.36% | - | - |
| 08/2007 | -0.46% | 3.59% | 264.5 | 1 | 1.1 | -0.7 | 1.36% | - | - |
| 07/2007 | -1.15% | 4.07% | 266.8 | 1.1 | 0.5 | -1.4 | 1.36% | - | - |
| 06/2007 | -0.57% | 5.28% | 271 | 0.8 | 1.5 | -1.2 | 1.36% | - | - |
| 05/2007 | 1.76% | 5.88% | 273.8 | 0.9 | 0.6 | -1.8 | 1.36% | - | - |
| 04/2007 | 1.58% | 4.05% | 270.9 | 1.4 | 0.8 | -0.9 | 1.36% | - | - |
| 03/2007 | -0.1% | 2.43% | 267.3 | 1.5 | 0.7 | -1.5 | 1.36% | - | - |
| 02/2007 | 1.08% | 2.54% | 268.5 | 1.1 | 0.5 | -1.8 | 1.36% | - | - |
| 01/2007 | 1.44% | 1.44% | 267.2 | 1.1 | 1 | -3.2 | 1.36% | - | - |
| 12/2006 | 0.26% | 5.61% | 266.8 | 1.7 | 1 | -4.9 | 1.39% | - | - |
| 11/2006 | 0.57% | 5.34% | 270.6 | 1.3 | 0.4 | -1.7 | 1.39% | - | - |
| 10/2006 | 1% | 4.74% | 270.2 | 1.1 | 0.6 | -0.7 | 1.39% | - | - |
| 09/2006 | 0.17% | 3.7% | 268 | 1.1 | 0.4 | -1.1 | 1.39% | - | - |
| 08/2006 | 0.55% | 3.53% | 268.4 | 1.2 | 0.7 | -2 | 1.39% | - | - |
| 07/2006 | 0.62% | 2.96% | 268.8 | 1.2 | 0.5 | -1.8 | 1.39% | - | - |
| 06/2006 | -0.2% | 2.33% | 268.4 | 1 | 1.5 | -0.6 | 1.39% | - | - |
| 05/2006 | 0.54% | 2.53% | 270.4 | 1.6 | 1.2 | -1.8 | 1.39% | - | - |
| 04/2006 | 0.84% | 1.98% | 270.6 | 1.2 | 0.5 | -0.2 | 1.39% | - | - |
| 03/2006 | 0.32% | 1.13% | 268.2 | 1.1 | 0.5 | -0.2 | 1.39% | - | - |
| 02/2006 | -0.16% | 0.81% | 267.3 | 1.1 | 1.4 | -0.7 | 1.39% | - | - |
| 01/2006 | 0.97% | 0.97% | 269.1 | 1.1 | 0.9 | -2.3 | 1.39% | - | - |
| 12/2005 | -0.47% | 7.92% | 269 | 3.9 | 1.3 | -1.1 | 1.4% | - | - |
| 11/2005 | -0.76% | 8.43% | 269.1 | 2.1 | 1.3 | -0.3 | 1.4% | - | - |
| 10/2005 | -0.02% | 9.26% | 270.9 | 1.5 | 0.9 | -0.4 | 1.4% | - | - |
| 09/2005 | 0.87% | 9.29% | 271.1 | 2.2 | 0.7 | -1.3 | 1.4% | - | - |
| 08/2005 | 1.31% | 8.34% | 268.8 | 1.5 | 1.2 | 0.3 | 1.4% | - | - |
| 07/2005 | 2.33% | 6.94% | 265 | 1.6 | 0.7 | -0.5 | 1.4% | - | - |
| 06/2005 | 0.15% | 4.51% | 258.9 | 1.5 | 0.8 | -0.5 | 1.4% | - | - |
| 05/2005 | 1.18% | 4.35% | 258.6 | 2 | 0.6 | -0.1 | 1.4% | - | - |
| 04/2005 | 0.91% | 3.13% | 254.6 | 1.6 | 1.3 | -2.5 | 1.4% | - | - |
| 03/2005 | 0.31% | 2.2% | 254.7 | 2.2 | 1 | -1.5 | 1.4% | - | - |
| 02/2005 | 0.73% | 1.89% | 254.6 | 1.4 | 0.7 | -0.4 | 1.4% | - | - |
| 01/2005 | 1.15% | 1.15% | 252.7 | 3.8 | 0.8 | -0.3 | 1.4% | - | - |
| 12/2004 | 0.83% | 6.19% | 247.5 | 3.1 | 0.8 | -0.1 | 1.39% | - | - |
| 11/2004 | 0.44% | 5.32% | 243.6 | 1.5 | 0.5 | -1.7 | 1.39% | - | - |
| 10/2004 | 0.28% | 4.86% | 243.4 | 1.8 | 0.7 | -0.3 | 1.39% | - | - |
| 09/2004 | 0.73% | 4.56% | 242.3 | 1.8 | 0.6 | -0.1 | 1.39% | - | - |
| 08/2004 | 0.79% | 3.81% | 239.8 | 1.4 | 0.6 | -0.8 | 1.39% | - | - |
| 07/2004 | 0.34% | 2.99% | 238.2 | 1.6 | 0.9 | 1.3 | 1.39% | - | - |
| 06/2004 | 0.5% | 2.64% | 235.8 | 1.4 | 1.1 | -0.4 | 1.39% | - | - |
| 05/2004 | 0.99% | 2.13% | 235 | 1.4 | 0.7 | -0.6 | 1.39% | - | - |
| 04/2004 | 0.1% | 1.13% | 232.9 | 1.5 | 1.1 | -0.3 | 1.39% | - | - |
| 03/2004 | 1.03% | 1.03% | 232.9 | 1.9 | 1 | -1.5 | 1.39% | - | - |
| 02/2004 | -0.17% | 0% | 231.5 | 1.8 | 1 | -0.3 | 1.39% | - | - |
| 01/2004 | 0.17% | 0.17% | 231.7 | 1.3 | 0.7 | -0.3 | 1.39% | - | - |
| 12/2003 | 0.41% | 10.59% | 231.2 | 3.6 | 0.6 | -0 | 1.41% | - | - |
| 11/2003 | 0.92% | 10.14% | 227.5 | 1.6 | 3 | -0.1 | 1.41% | - | - |
| 10/2003 | 0.68% | 9.13% | 227.2 | 1.6 | 0.9 | 0.3 | 1.41% | - | - |
| 09/2003 | 1.27% | 8.4% | 223.9 | 1.7 | 0.9 | 0 | 1.41% | - | - |
| 08/2003 | 0.41% | 7.04% | 221.6 | 1.5 | 1.1 | -0.2 | 1.41% | - | - |
| 07/2003 | -0.1% | 6.6% | 220.7 | 2.2 | 0.8 | 0.1 | 1.41% | - | - |
| 06/2003 | 1.41% | 6.71% | 219.6 | 1.5 | 0.6 | -0.1 | 1.41% | - | - |
| 05/2003 | 0.95% | 5.22% | 216 | 1.4 | 1.1 | 0.3 | 1.41% | - | - |
| 04/2003 | 1.31% | 4.23% | 213.7 | 1.5 | 1 | 0.7 | 1.41% | - | - |
| 03/2003 | 1.37% | 2.89% | 210 | 2.2 | 1.8 | 1.7 | 1.41% | - | - |
| 02/2003 | 0.96% | 1.5% | 205.4 | 1.5 | 0.9 | 1.1 | 1.41% | - | - |
| 01/2003 | 0.53% | 0.53% | 201.9 | 2.8 | 1.6 | 0.7 | 1.41% | - | - |
| 12/2002 | 0.11% | 4.4% | 199.1 | 6.8 | 1.2 | 0.1 | 1.4% | - | - |
| 11/2002 | 1.82% | 4.28% | 193.4 | 1.5 | 2.2 | 1 | 1.4% | - | - |
| 10/2002 | 0.66% | 2.42% | 189.7 | 4.2 | 1.3 | 1.2 | 1.4% | - | - |
| 09/2002 | -1.05% | 1.75% | 184.5 | 1.2 | 1.5 | 0.3 | 1.4% | - | - |
| 08/2002 | 0.16% | 2.83% | 186.6 | 3.2 | 1.4 | 1.2 | 1.4% | - | - |
| 07/2002 | 1.44% | 2.66% | 183.5 | 1.7 | 0.8 | 0 | 1.4% | - | - |
| 06/2002 | -0.23% | 1.21% | 180.2 | 1.7 | 1.2 | 0.6 | 1.4% | - | - |
| 05/2002 | 0.77% | 1.44% | 179.8 | 1.7 | 1.2 | 0.1 | 1.4% | - | - |
| 04/2002 | -0.32% | 0.66% | 178 | 1.5 | 0.6 | 0.9 | 1.4% | - | - |
| 03/2002 | -0.38% | 0.99% | 177 | 1.7 | 0.9 | -0 | 1.4% | - | - |
| 02/2002 | 0.2% | 1.37% | 177.1 | 1.4 | 1.2 | 0.2 | 1.4% | - | - |
| 01/2002 | 1.17% | 1.17% | 176.5 | 2.4 | 0.8 | 0.4 | 1.4% | - | - |
| 12/2001 | 1.47% | 9.34% | 172.8 | 4.9 | 1.1 | 0.9 | 1.57% | - | - |
| 11/2001 | 0.45% | 7.76% | 165.9 | 1.4 | 0.6 | -44.2 | 1.57% | - | - |
| 10/2001 | 0.36% | 7.28% | 208.9 | -0 | 1.1 | 3.7 | 1.57% | - | - |
| 09/2001 | 0.72% | 6.89% | 203.7 | 1.8 | 0.8 | 1.9 | 1.57% | - | - |
| 08/2001 | 0.61% | 6.13% | 199.4 | 4 | 0.6 | 39.7 | 1.57% | - | - |
| 07/2001 | 0.56% | 5.48% | 157.5 | 1.5 | 0.8 | 1.3 | 1.57% | - | - |
| 06/2001 | 0.78% | 4.9% | 154.7 | 1.5 | 0.5 | 0.6 | 1.57% | - | - |
| 05/2001 | 0.97% | 4.08% | 152.3 | 1.9 | 1.1 | 0.2 | 1.57% | - | - |
| 04/2001 | 0.84% | 3.08% | 149.9 | 1.4 | 1 | 0.3 | 1.57% | - | - |
| 03/2001 | 0.54% | 2.23% | 147.9 | 1.4 | 1 | 0 | 1.57% | - | - |
| 02/2001 | 0.74% | 1.68% | 146.9 | 1.5 | 0.9 | -0 | 1.57% | - | - |
| 01/2001 | 0.93% | 0.93% | 145.6 | 1.8 | 0.9 | 0.1 | 1.57% | - | - |
| 12/2000 | 0.73% | 7.04% | 143.5 | 3.5 | 0.7 | 0 | 1.59% | - | - |
| 11/2000 | 0.81% | 6.27% | 139.6 | 1.8 | 0.4 | -0 | 1.59% | - | - |
| 10/2000 | 0.64% | 5.41% | 137.4 | 1.7 | 0.5 | -0 | 1.59% | - | - |
| 09/2000 | 0.52% | 4.74% | 135.6 | 1.6 | 0.8 | -0.1 | 1.59% | - | - |
| 08/2000 | 0.55% | 4.2% | 134.4 | 1.8 | 0.8 | 0 | 1.59% | - | - |
| 07/2000 | 0% | 3.63% | 132.7 | 1.7 | 0.4 | 0.1 | 1.59% | - | - |
| 06/2000 | 0.28% | 3.63% | 131.5 | 2 | 0.5 | 0.2 | 1.59% | - | - |
| 05/2000 | 1.65% | 3.34% | 129.6 | 0.9 | 0.5 | 0.7 | 1.59% | - | - |
| 04/2000 | 0.25% | 1.66% | 126.6 | 1.2 | 1.3 | -0.2 | 1.59% | - | - |
| 03/2000 | 1.35% | 1.41% | 126.7 | 1.6 | 1.1 | -0.2 | 1.59% | - | - |
| 02/2000 | 0.07% | 0.06% | 124.9 | 1.8 | 1.3 | -1.2 | 1.59% | - | - |
| 01/2000 | -0.01% | -0.01% | 125.8 | 1.5 | 1.7 | -0.2 | 1.59% | - | - |
| 12/1999 | 0.89% | 7.88% | 126.3 | 4.1 | 0.6 | -0.1 | - | - | - |
| 11/1999 | 0.93% | 6.93% | 122 | 1.8 | 0.4 | -0.9 | - | - | - |
| 10/1999 | 0.01% | 5.94% | 120.5 | 1.9 | 1.3 | 0 | - | - | - |
| 09/1999 | 0.58% | 5.93% | 120.1 | 1.3 | 1.3 | 0 | - | - | - |
| 08/1999 | 1.8% | 5.32% | 119.6 | 1.5 | 2.1 | -0.2 | - | - | - |
| 07/1999 | 1.17% | 3.46% | 118.5 | 1.3 | 0.5 | 0 | - | - | - |
| 06/1999 | -0.79% | 2.26% | 116.6 | 1.3 | 1.8 | 0.1 | - | - | - |
| 05/1999 | 0.69% | 3.08% | 117.9 | 1.2 | 1.2 | 0.1 | - | - | - |
| 04/1999 | 1.63% | 2.37% | 117.1 | 1.4 | 1.1 | 0 | - | - | - |
| 03/1999 | 0.76% | 0.73% | 115.1 | 1.5 | 1.2 | 0.1 | - | - | - |
| 02/1999 | 0.08% | -0.03% | 114 | 1.4 | 1.4 | 0.2 | - | - | - |
| 01/1999 | -0.11% | -0.11% | 113.9 | 1.2 | 0.8 | 0.6 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של פסגות גדיש אגח עד 20% מניות?
ב-10/2021: - לחודש, - מתחילת השנה, - ל-3 שנים ו-- ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בפסגות גדיש אגח עד 20% מניות?
0.53% לשנה מהצבירה בממוצע ו-0.4% מההפקדות. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם פסגות גדיש אגח עד 20% מניות 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.