קופת תגמולים ופיצויים של מפעלי נייר חדרה: תשואה, דמי ניהול וסיכון
הקרן הפסיקה לדווח ב-12/2024 (מוזגה או נסגרה) - הנתונים היסטוריים
קופת תגמולים ופיצויים של מפעלי נייר חדרה מנוהלת על ידי מיטב גמל ופנסיה בע"מ, בסיווג תגמולים ואישית לפיצויים, פעילה מ-1970; 246 חודשי דיווח מ-01/1999 עד 12/2024.
עובדות מחושבות
- נכסים מנוהלים ב-12/2024: 53 מיליון ש"ח, מקום 185 מתוך 260 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 38.23%, מקום 37 מתוך 169 בקטגוריה; ל-3 שנים: 15.17% (מקום 47 מתוך 182).
- 10,000 ש"ח שהופקדו לפני 5 שנים (01/2020) שווים היום 13,823 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 16,865 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.41% לשנה (מקום 71 מתוך 222 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-7,888 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -9.6% בין 12/2021 ל-09/2022.
- סטיית תקן: 7.37; מדד שארפ: 0.77 (מקום 23 מתוך 169); חשיפה למניות 23.6%, לחו"ל 20.3%, למט"ח 11.3%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 1999 | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 13.62% | 3.77% | 8.23% | 0.49% | 14.28% | 8.14% | 11.99% | 5.18% | 8.42% | 5.05% | 1.41% | 2.92% | 7.08% | -1.48% | 10.81% | 6.53% | 12.67% | -8.31% | 10.74% | 13.43% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2024.
דירוג בקטגוריה תגמולים ואישית לפיצויים (12/2024)
דירוג לפי הנתון בלבד, מתוך 260 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 53 | 185 / 260 |
| דמי ניהול מצבירה (נמוך = 1) | 0.41% | 71 / 222 |
| תשואה מתחילת השנה | 13.43% | 77 / 214 |
| תשואה 3 שנים | 15.17% | 47 / 182 |
| תשואה 5 שנים | 38.23% | 37 / 169 |
| מדד שארפ | 0.77 | 23 / 169 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הפניקס גמל מסלול משולב סחיר 52 מ' ש"ח
- קופת גמל הנדסאים - 60 ומעלה 53 מ' ש"ח
- הראל גמל- אג"ח סחיר 54 מ' ש"ח
- אלטשולר שחם מרפא קופה מרכזית לדמי מחלה 51 מ' ש"ח
- מנורה מבטחים תגמולים ופיצויים מסלול הלכה 56 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 12/2024 | 0.86% | 13.43% | 52.8 | 0.1 | 0.1 | -0 | 0.41% | 23.6% | 20.3% |
| 11/2024 | 2.34% | 12.46% | 52.3 | 0 | 0.3 | -2.7 | 0.41% | 23.8% | 21.1% |
| 10/2024 | 0.22% | 9.89% | 54.1 | 0 | 0.1 | 0 | 0.41% | 23.8% | 21.2% |
| 09/2024 | 1.85% | 9.65% | 54 | 0 | 0 | -0.2 | 0.41% | 24.1% | 21.5% |
| 08/2024 | 1.08% | 7.66% | 53.3 | 0 | 0 | -0.2 | 0.41% | 23.5% | 21.3% |
| 07/2024 | 1.58% | 6.5% | 52.9 | 0 | 0.4 | -0.3 | 0.41% | 23.5% | 22.7% |
| 06/2024 | 1.19% | 4.85% | 52.8 | 0.1 | 0 | -2 | 0.41% | 23.6% | 22.4% |
| 05/2024 | 1.15% | 3.62% | 54.1 | 0 | 0 | -0.2 | 0.41% | 24.4% | 23.6% |
| 04/2024 | -1.67% | 2.44% | 53.6 | 0.1 | 0 | -0 | 0.41% | 23.8% | 23.6% |
| 03/2024 | 2.1% | 4.18% | 54.5 | 0.1 | 0 | -0 | 0.41% | 24.2% | 24.1% |
| 02/2024 | 1.79% | 2.03% | 53.4 | 0 | 0.1 | -0.1 | 0.41% | 22.8% | 22.2% |
| 01/2024 | 0.24% | 0.24% | 52.5 | 0 | 0 | -0.1 | 0.41% | 21.8% | 21.9% |
| 12/2023 | 2.81% | 10.74% | 52.5 | 0 | 0 | -0.1 | 0.42% | 22.2% | 22.5% |
| 11/2023 | 3.94% | 7.71% | 51.1 | 0 | 0 | -0.2 | 0.42% | 20.7% | 21.8% |
| 10/2023 | -2.49% | 3.63% | 49.4 | 0 | 0 | -0 | 0.42% | 19.9% | 22.3% |
| 09/2023 | -1.52% | 6.28% | 50.6 | 0.1 | 0 | -0.1 | 0.42% | 20.3% | 21.6% |
| 08/2023 | -0.35% | 7.92% | 51.5 | 0.1 | 0 | -0.4 | 0.42% | 21.4% | 22.5% |
| 07/2023 | 2.51% | 8.29% | 52.1 | 0.1 | 0 | -0.2 | 0.42% | 22.1% | 22.1% |
| 06/2023 | 1.71% | 5.64% | 51 | 0 | 0 | -0.2 | 0.42% | 21.1% | 20.8% |
| 05/2023 | 0.96% | 3.87% | 50.3 | 0 | 0.2 | 0 | 0.42% | 20.6% | 19.6% |
| 04/2023 | 1.57% | 2.88% | 50 | 0 | 0 | 0 | 0.42% | 20.1% | 18.8% |
| 03/2023 | 0.36% | 1.29% | 49.2 | 0.1 | 0.1 | 0 | 0.42% | 19.6% | 18.4% |
| 02/2023 | -1.67% | 0.93% | 49.1 | 0 | 0 | -0.2 | 0.42% | 20.1% | 18.9% |
| 01/2023 | 2.64% | 2.64% | 50.1 | 0 | 0 | -0 | 0.42% | 20.6% | 18.6% |
| 12/2022 | -2.1% | -8.31% | 48.8 | 0 | 0 | -0.3 | 0.42% | 19.7% | 18% |
| 11/2022 | 1.41% | -6.34% | 50.1 | 0 | 0.7 | -0.1 | 0.42% | 20.3% | 16.1% |
| 10/2022 | 2.16% | -7.65% | 50.2 | 0 | 0 | 0 | 0.42% | 20.5% | 15.6% |
| 09/2022 | -3.97% | -9.6% | 49.1 | 0.1 | 0.5 | -1.5 | 0.42% | 20.4% | 15.1% |
| 08/2022 | -0.79% | -5.86% | 53.1 | 0.1 | 0 | -0.8 | 0.42% | 22.7% | 16.1% |
| 07/2022 | 3.39% | -5.11% | 54.3 | 0.1 | 0 | -0.3 | 0.42% | 23.4% | 17% |
| 06/2022 | -2.19% | -8.22% | 52.8 | 0.1 | 0.1 | -0 | 0.42% | 22.9% | 17.6% |
| 05/2022 | -2.88% | -6.17% | 54.1 | 0.1 | 0 | 0 | 0.42% | 23.5% | 18.1% |
| 04/2022 | -1.51% | -3.39% | 55.6 | 0.1 | 0.3 | -0.1 | 0.42% | 25% | 18% |
| 03/2022 | 0.54% | -1.9% | 56.7 | 0 | 0 | -0.7 | 0.42% | 25.3% | 18.3% |
| 02/2022 | -0.47% | -2.43% | 57.2 | 0.1 | 0 | 0.6 | 0.42% | 25.5% | 18.5% |
| 01/2022 | -1.97% | -1.97% | 56.8 | 0 | 0 | -0.1 | 0.42% | 26% | 19.2% |
| 12/2021 | 1.29% | 12.67% | 58 | 0 | 0 | -0 | 0.43% | 27.1% | 20.2% |
| 11/2021 | 0.02% | 11.23% | 57.3 | 0 | 0.1 | -0.4 | 0.43% | 26.4% | 19.9% |
| 10/2021 | 2.64% | 11.21% | 57.8 | 0.1 | 0.1 | -1.1 | 0.43% | 26.7% | 20.3% |
| 09/2021 | -0.8% | 8.35% | 57.4 | 0.1 | 0 | -0 | 0.43% | 27.1% | 21.3% |
| 08/2021 | 1.62% | 9.22% | 57.9 | 0 | 0 | -0 | 0.43% | 27.1% | 21.9% |
| 07/2021 | 0.51% | 7.48% | 56.9 | 0.1 | 0.1 | -1.3 | 0.43% | 27.3% | 21.4% |
| 06/2021 | 0.75% | 6.94% | 58 | 0 | 0 | -0.3 | 0.43% | 27.3% | 22% |
| 05/2021 | 0.9% | 6.14% | 57.9 | 0.1 | 0 | -0.3 | 0.43% | 26.6% | 20.7% |
| 04/2021 | 1.94% | 5.19% | 57.6 | 0.1 | 0 | -0.2 | 0.43% | 26.4% | 22.3% |
| 03/2021 | 1.64% | 3.19% | 56.6 | 0 | 0.3 | 0 | 0.43% | 24.6% | 20.5% |
| 02/2021 | 0.76% | 1.53% | 56 | 0 | 0 | -0 | 0.43% | 23.6% | 19.7% |
| 01/2021 | 0.76% | 0.76% | 55.6 | 0.1 | 0 | 0 | 0.43% | 23.1% | 20.6% |
| 12/2020 | 1.73% | 6.53% | 55.2 | 0.1 | 0 | -0.2 | 0.43% | 21.2% | 18.8% |
| 11/2020 | 4.26% | 4.72% | 54.4 | 0.1 | 0 | -0.3 | 0.43% | 20.5% | 18.7% |
| 10/2020 | 0.46% | 0.44% | 52.4 | 0.1 | 0 | -0.2 | 0.43% | 19.5% | 18.7% |
| 09/2020 | -1.53% | -0.02% | 52.2 | 0 | 0 | -0 | 0.43% | 20.4% | 19.5% |
| 08/2020 | 2.77% | 1.53% | 53.1 | 0.1 | 0.4 | -0.1 | 0.43% | 20.5% | 20.3% |
| 07/2020 | 2.65% | -1.2% | 52.1 | 0.1 | 0 | -0.1 | 0.43% | 19.4% | 18.8% |
| 06/2020 | -0.36% | -3.75% | 50.8 | 0.1 | 0.1 | -0.1 | 0.43% | 18.1% | 17.7% |
| 05/2020 | 1.18% | -3.41% | 51.2 | 0.1 | 0.1 | -1.1 | 0.43% | 17.9% | 17% |
| 04/2020 | 4.84% | -4.53% | 51.6 | 0.1 | 0 | -0 | 0.43% | 18.4% | 16.2% |
| 03/2020 | -7.62% | -8.94% | 49.1 | 0.2 | 0.8 | -0.2 | 0.43% | 14.4% | 13.6% |
| 02/2020 | -1.93% | -1.43% | 54.1 | 0.1 | 0.1 | -0.4 | 0.43% | 16.6% | 17% |
| 01/2020 | 0.51% | 0.51% | 55.6 | 0 | 0.4 | -1.7 | 0.43% | 17.7% | 17.7% |
| 12/2019 | 0.73% | 10.81% | 57.5 | 0.1 | 2.7 | -0.1 | 0.43% | 18.6% | 17.4% |
| 11/2019 | 0.75% | 10.01% | 59.8 | 0.1 | 0 | -0.8 | 0.43% | 18.9% | 17.3% |
| 10/2019 | 1.07% | 9.19% | 60.1 | 0.1 | 0.3 | 0 | 0.43% | 19.4% | 16.4% |
| 09/2019 | 1.3% | 8.03% | 59.7 | 0.1 | 0 | -0.1 | 0.43% | 19.4% | 16.5% |
| 08/2019 | -0.41% | 6.65% | 58.9 | 0.1 | 0 | -0 | 0.43% | 19.5% | 16.9% |
| 07/2019 | 0.62% | 7.09% | 59.1 | 0 | 0.1 | -0.1 | 0.43% | 20.6% | 16.2% |
| 06/2019 | 1.71% | 6.43% | 58.9 | 0.1 | 0.1 | -0 | 0.43% | 21% | 15.4% |
| 05/2019 | -1.13% | 4.64% | 58 | 0.1 | 0 | 0 | 0.43% | 21.1% | 16.2% |
| 04/2019 | 1.58% | 5.83% | 58.6 | 0.1 | 1.9 | -0.4 | 0.43% | 22.2% | 17.4% |
| 03/2019 | 0.58% | 4.19% | 59.9 | 0.1 | 0.1 | -0 | 0.43% | 21.7% | 17% |
| 02/2019 | 1.08% | 3.59% | 59.6 | 0.1 | 0 | -0.5 | 0.43% | 22.2% | 17.7% |
| 01/2019 | 2.48% | 2.48% | 59.5 | 0.1 | 0.1 | -0.1 | 0.43% | 20% | 16% |
| 12/2018 | -3.07% | -1.48% | 58.1 | 0.1 | 1.2 | -0.1 | 0.44% | 19.8% | 15.3% |
| 11/2018 | 0.36% | 1.64% | 61.2 | 0.1 | 1 | -0 | 0.44% | 21.6% | 14.8% |
| 10/2018 | -1.9% | 1.27% | 61.9 | 0.1 | 0 | 0 | 0.44% | 20.3% | 13% |
| 09/2018 | 0.01% | 3.24% | 63 | 0.1 | 0.6 | -0 | 0.44% | 23.2% | 15.2% |
| 08/2018 | 1.22% | 3.23% | 63.6 | 0.1 | 0 | 0 | 0.44% | 23.9% | 15.7% |
| 07/2018 | 1.06% | 1.98% | 62.8 | 0.1 | 0 | -1.1 | 0.44% | 23.3% | 14.3% |
| 06/2018 | -0.18% | 0.91% | 63.2 | 0.1 | 0.1 | -0.1 | 0.44% | 22.4% | 14.1% |
| 05/2018 | 0.13% | 1.09% | 63.4 | 0.1 | 0.1 | 0 | 0.44% | 22.5% | 14.9% |
| 04/2018 | 0.74% | 0.96% | 63.4 | 0.1 | 0 | -0.3 | 0.44% | 23.1% | 15.6% |
| 03/2018 | -0.45% | 0.22% | 63.2 | 0 | 0.1 | -0.8 | 0.44% | 23.3% | 16.2% |
| 02/2018 | -0.96% | 0.67% | 64.3 | 0.1 | 0 | -0.7 | 0.44% | 23.7% | 17% |
| 01/2018 | 1.65% | 1.65% | 65.6 | 0.1 | 0 | -1.1 | 0.44% | 22.4% | 14.5% |
| 12/2017 | 0.85% | 7.08% | 65.5 | 0.1 | 0 | -2.3 | 0.46% | 24.5% | 16.9% |
| 11/2017 | 0.89% | 6.17% | 67.2 | 0.1 | 0.1 | -0.1 | 0.46% | 24.1% | 16.7% |
| 10/2017 | 0.95% | 5.24% | 66.6 | 0.1 | 0.2 | -0.9 | 0.46% | 24.2% | 17.3% |
| 09/2017 | 0.56% | 4.25% | 66.9 | 0.1 | 0 | -0.1 | 0.46% | 23.7% | 17.3% |
| 08/2017 | 0.02% | 3.67% | 66.6 | 0.1 | 1.6 | -2 | 0.46% | 23.7% | 18% |
| 07/2017 | 1.12% | 3.65% | 70.1 | 0.1 | 0 | -1.4 | 0.46% | 24.7% | 18.6% |
| 06/2017 | -0.45% | 2.5% | 70.6 | 0 | 0 | -0.3 | 0.46% | 23.8% | 17.6% |
| 05/2017 | 0.99% | 2.96% | 71.2 | 0.3 | 0 | -0.9 | 0.46% | 24.5% | 18.2% |
| 04/2017 | 1.05% | 1.95% | 71.2 | 0.1 | 0.1 | -0.6 | 0.46% | 25.1% | 19.1% |
| 03/2017 | 0.1% | 0.89% | 71.1 | 0.1 | 0.1 | -0 | 0.46% | 25.1% | 19.6% |
| 02/2017 | 0.47% | 0.79% | 71.1 | 0.2 | 0.1 | 0 | 0.46% | 24.8% | 19% |
| 01/2017 | 0.32% | 0.32% | 70.7 | 0.1 | 0 | -0.1 | 0.46% | 24.1% | 19.7% |
| 12/2016 | 0.71% | 2.92% | 70.4 | 0.1 | 0.1 | -0.1 | 0.48% | 24.4% | 20.2% |
| 11/2016 | 0.29% | 2.2% | 70 | 0.1 | 0.3 | -1.1 | 0.48% | 23.8% | 19% |
| 10/2016 | 0.09% | 1.9% | 71 | 0.1 | 0 | -0.1 | 0.48% | 23.5% | 18.6% |
| 09/2016 | -0.34% | 1.81% | 70.9 | 0.1 | 0.3 | -1 | 0.48% | 23.9% | 18.5% |
| 08/2016 | 0.35% | 2.16% | 72.3 | 0.1 | 0.1 | -0.3 | 0.48% | 23.7% | 18.3% |
| 07/2016 | 1.9% | 1.8% | 72.3 | 0.2 | 0 | -0.1 | 0.48% | 23.6% | 18.2% |
| 06/2016 | -0.49% | -0.1% | 70.9 | 0.1 | 0 | -0.1 | 0.48% | 22.8% | 19% |
| 05/2016 | 0.47% | 0.4% | 71.3 | 0 | 0 | -1.5 | 0.48% | 23.1% | 18.3% |
| 04/2016 | 0.81% | -0.07% | 72.4 | 0.2 | 0 | -6.3 | 0.48% | 24.3% | 19.2% |
| 03/2016 | 1.23% | -0.88% | 77.9 | 0.1 | 0.2 | -1.1 | 0.48% | 25.3% | 19.6% |
| 02/2016 | -0.71% | -2.08% | 78.2 | 0 | 0.1 | -0 | 0.48% | 24.5% | 19.1% |
| 01/2016 | -1.38% | -1.38% | 78.9 | 0.1 | 0 | -0.2 | 0.48% | 25.9% | 21.2% |
| 12/2015 | -1.15% | 1.41% | 80.1 | 0.1 | 0.1 | -2.1 | 0.57% | 28.1% | 22.9% |
| 11/2015 | -0.07% | 2.59% | 83.1 | 0.1 | 0.1 | 0 | 0.57% | 30.2% | 24.6% |
| 10/2015 | 2.45% | 2.66% | 83.1 | 0.1 | 0 | 0 | 0.57% | 30.8% | 24.5% |
| 09/2015 | -1.93% | 0.2% | 81 | 0.2 | 0.1 | -0.7 | 0.57% | 28.3% | 22.5% |
| 08/2015 | -1.6% | 2.18% | 83.3 | 0.1 | 0.1 | -1.5 | 0.57% | 29.3% | 23.5% |
| 07/2015 | 1.43% | 3.84% | 86.1 | 0.2 | 0.2 | -2.5 | 0.57% | 31.4% | 24.8% |
| 06/2015 | -2.11% | 2.37% | 87.4 | 0.1 | 1.3 | -1.3 | 0.57% | 31.7% | 25.2% |
| 05/2015 | 0.37% | 4.58% | 91.7 | 0.1 | 0.1 | -0.1 | 0.57% | 33% | 26.4% |
| 04/2015 | 0.46% | 4.19% | 91.4 | 0.3 | 0.3 | 0 | 0.57% | 32% | 25.6% |
| 03/2015 | 0.94% | 3.72% | 91.1 | 0.2 | 0.1 | 0 | 0.57% | 31.4% | 24.9% |
| 02/2015 | 2.26% | 2.75% | 90.2 | 0.1 | 0.7 | -2.2 | 0.57% | 31% | 24.4% |
| 01/2015 | 0.48% | 0.48% | 90.9 | 0.2 | 0.2 | -0.5 | 0.57% | 25.9% | 20.4% |
| 12/2014 | -1.48% | 5.05% | 91.1 | 0.1 | 0.3 | -0.1 | 0.6% | 27.2% | 21% |
| 11/2014 | 1.22% | 6.63% | 92.8 | 0.2 | 0.1 | 0 | 0.6% | 28.8% | 22.2% |
| 10/2014 | -0.07% | 5.34% | 91.6 | 0.3 | 0.2 | -2.5 | 0.6% | 27.9% | 20.7% |
| 09/2014 | 0.39% | 5.41% | 94.2 | 0.1 | 0.1 | -1.4 | 0.6% | 28.4% | 20.7% |
| 08/2014 | 1.83% | 5% | 95.2 | 0.2 | 0 | -0.8 | 0.6% | 28.7% | 20.6% |
| 07/2014 | -0.56% | 3.12% | 94.2 | 0.3 | 0.4 | 0 | 0.6% | 27.9% | 19.5% |
| 06/2014 | -0.02% | 3.7% | 94.9 | 0.2 | 0.2 | -2.3 | 0.6% | 29.5% | 21% |
| 05/2014 | 1.14% | 3.72% | 97.3 | 0.2 | 0.1 | -1.4 | 0.6% | 29.9% | 20.9% |
| 04/2014 | 0.22% | 2.55% | 97.6 | 0.3 | 0.1 | -0.4 | 0.6% | 29.8% | 20.6% |
| 03/2014 | 0.96% | 2.32% | 97.6 | 0.2 | 0.1 | -1 | 0.6% | 30.2% | 20.4% |
| 02/2014 | 1.83% | 1.35% | 97.6 | 0.2 | 0.1 | -1.8 | 0.6% | 30.5% | 21% |
| 01/2014 | -0.47% | -0.47% | 97.6 | 0.2 | 0.3 | -0 | 0.6% | 29.5% | 20.5% |
| 12/2013 | 0.02% | 10.09% | 98.2 | 0.2 | 0.2 | -2.6 | 0.63% | 32.2% | 23.6% |
| 11/2013 | 1.61% | 10.07% | 100.8 | 0.2 | 0.1 | -2.2 | 0.63% | 32.2% | 23.6% |
| 10/2013 | 1.44% | 8.33% | 101.4 | 0.3 | 0.6 | -0.8 | 0.63% | 31.5% | 23.2% |
| 09/2013 | 2.05% | 6.79% | 101 | 0.2 | 0 | -0.2 | 0.63% | 31% | 22.9% |
| 08/2013 | -0.13% | 4.64% | 99.1 | 0.2 | 0 | -1.2 | 0.63% | 31.3% | 23% |
| 07/2013 | 1.55% | 4.78% | 100.3 | 0.2 | 0 | -1 | 0.63% | 30.9% | 22.8% |
| 12/2007 | 0.67% | 8.42% | 144.5 | 0.3 | 0.2 | -0.1 | 0.28% | - | - |
| 11/2007 | -1.16% | 7.7% | 143.6 | 0.3 | 0.2 | 0 | 0.28% | - | - |
| 10/2007 | 2.6% | 8.96% | 145.2 | 0.5 | 0.6 | -2.5 | 0.28% | - | - |
| 09/2007 | 1.77% | 6.2% | 144.1 | 0.3 | 0.1 | -0.1 | 0.28% | - | - |
| 08/2007 | -2.17% | 4.36% | 141.6 | 0.3 | 0.1 | -1 | 0.28% | - | - |
| 07/2007 | -0.7% | 6.67% | 145.6 | 0.3 | 0.3 | -1 | 0.28% | - | - |
| 06/2007 | -0.12% | 7.42% | 147.7 | 0.3 | 0.4 | -0.2 | 0.28% | - | - |
| 05/2007 | 2.49% | 7.55% | 148.2 | 0.3 | 0.2 | -1.7 | 0.28% | - | - |
| 04/2007 | 2.31% | 4.94% | 146.1 | 0.5 | 0.2 | -0.1 | 0.28% | - | - |
| 03/2007 | 0.36% | 2.57% | 142.6 | 0.2 | 0 | -1 | 0.28% | - | - |
| 02/2007 | 0.77% | 2.2% | 142.9 | 0.3 | 0.6 | -5 | 0.28% | - | - |
| 01/2007 | 1.42% | 1.42% | 147 | 0.3 | 0.1 | -1.2 | 0.28% | - | - |
| 12/2006 | 0.16% | 5.18% | 145.9 | 0.3 | 0.7 | 0 | 0.29% | - | - |
| 11/2006 | 0.77% | 5.01% | 146.1 | 0.3 | 0.2 | -1.5 | 0.29% | - | - |
| 10/2006 | 1.38% | 4.21% | 146.4 | 0.5 | 0.6 | 0 | 0.29% | - | - |
| 09/2006 | 0.26% | 2.79% | 144.6 | 0.3 | 0.1 | -0.1 | 0.29% | - | - |
| 08/2006 | 0.62% | 2.53% | 144.1 | 0.3 | 0.2 | -2.9 | 0.29% | - | - |
| 07/2006 | 0.36% | 1.89% | 146 | 0.3 | 0.4 | 0 | 0.29% | - | - |
| 06/2006 | -1.52% | 1.53% | 145.1 | 0.3 | 0.1 | -0 | 0.29% | - | - |
| 05/2006 | -0.02% | 3.1% | 147.2 | 0.3 | 0.3 | -0 | 0.29% | - | - |
| 04/2006 | 1.3% | 3.12% | 147.7 | 0.6 | 0.1 | 0 | 0.29% | - | - |
| 03/2006 | 0.67% | 1.79% | 145.3 | 0.3 | 0.1 | 0 | 0.29% | - | - |
| 02/2006 | -0.31% | 1.12% | 144.2 | 0.3 | 1.1 | -0.6 | 0.29% | - | - |
| 01/2006 | 1.43% | 1.43% | 146.1 | 0.3 | 0.1 | -2.3 | 0.29% | - | - |
| 12/2005 | 0.23% | 11.99% | 146.2 | 0.3 | 0.1 | -0 | 0.29% | - | - |
| 11/2005 | 0% | 11.73% | 145.7 | 0.3 | 0.1 | 0 | 0.29% | - | - |
| 10/2005 | 0.31% | 11.73% | 145.5 | 0.5 | 0 | -0 | 0.29% | - | - |
| 09/2005 | 1.74% | 11.39% | 144.7 | 0.3 | 0.1 | 0 | 0.29% | - | - |
| 08/2005 | 1.97% | 9.48% | 142 | 0.3 | 0.5 | 0 | 0.29% | - | - |
| 07/2005 | 2.84% | 7.37% | 139.5 | 0.3 | 0.1 | -0 | 0.29% | - | - |
| 06/2005 | -0.62% | 4.4% | 135.4 | 0.3 | 0.1 | 0 | 0.29% | - | - |
| 05/2005 | 1.62% | 5.05% | 136.2 | 0.3 | 0.1 | -0 | 0.29% | - | - |
| 04/2005 | 1.09% | 3.38% | 133.9 | 0.5 | 0.1 | -0.2 | 0.29% | - | - |
| 03/2005 | 0.08% | 2.26% | 132.3 | 0.3 | 0.6 | -0.9 | 0.29% | - | - |
| 02/2005 | 0.82% | 2.18% | 133.4 | 0.3 | 0.1 | -0.9 | 0.29% | - | - |
| 01/2005 | 1.35% | 1.35% | 133.1 | 0.3 | 0.1 | 0 | 0.29% | - | - |
| 12/2004 | 2.12% | 8.14% | 131.1 | 0.3 | 1 | 0 | 0.31% | - | - |
| 11/2004 | 1.34% | 5.9% | 129.1 | 0.3 | 0.2 | 0 | 0.31% | - | - |
| 10/2004 | 0.12% | 4.5% | 127.4 | 0.5 | 0.2 | -0 | 0.31% | - | - |
| 09/2004 | 0.8% | 4.37% | 127 | 0.3 | 0.1 | 0 | 0.31% | - | - |
| 08/2004 | -0.11% | 3.54% | 125.9 | 0.3 | 0.1 | -1.2 | 0.31% | - | - |
| 07/2004 | -0.45% | 3.66% | 127 | 0.3 | 0.1 | 0 | 0.31% | - | - |
| 06/2004 | 1.16% | 4.13% | 127.4 | 0.3 | 0.2 | 0 | 0.31% | - | - |
| 05/2004 | 0.86% | 2.93% | 125.8 | 0.3 | 0 | 0 | 0.31% | - | - |
| 04/2004 | 0.3% | 2.05% | 124.5 | 0.5 | 0.1 | 0 | 0.31% | - | - |
| 03/2004 | 0.9% | 1.75% | 123.8 | 0.3 | 0.6 | -0 | 0.31% | - | - |
| 02/2004 | 0.3% | 0.84% | 123.1 | 0.3 | 1.6 | -0.6 | 0.31% | - | - |
| 01/2004 | 0.54% | 0.54% | 124.8 | 0.3 | 1.8 | -0.4 | 0.31% | - | - |
| 12/2003 | 1.08% | 14.28% | 126.1 | 0.3 | 0 | 0 | 0.28% | - | - |
| 11/2003 | 1.38% | 13.06% | 124.5 | 0.3 | 0.6 | 0 | 0.28% | - | - |
| 10/2003 | 1.7% | 11.52% | 123.1 | 0.4 | 0 | 0 | 0.28% | - | - |
| 09/2003 | 1.54% | 9.65% | 120.8 | 0.3 | 0.1 | 0 | 0.28% | - | - |
| 08/2003 | 0.06% | 7.99% | 118.8 | 0.3 | 0.4 | 0 | 0.28% | - | - |
| 07/2003 | -0.84% | 7.92% | 118.9 | 0.3 | 0.2 | 0 | 0.28% | - | - |
| 06/2003 | 1.57% | 8.84% | 119.9 | 0.3 | 1.1 | -0 | 0.28% | - | - |
| 05/2003 | 1.99% | 7.16% | 118.9 | 0.3 | 0 | -0 | 0.28% | - | - |
| 04/2003 | 2.55% | 5.07% | 116.4 | 0.5 | 1.2 | 0 | 0.28% | - | - |
| 03/2003 | 1.48% | 2.45% | 114.3 | 0.3 | 0.6 | 0 | 0.28% | - | - |
| 02/2003 | 1.06% | 0.96% | 113 | 0.3 | 0.1 | -0 | 0.28% | - | - |
| 01/2003 | -0.1% | -0.1% | 111.7 | 0.3 | 0.7 | 0 | 0.28% | - | - |
| 12/2002 | -1.24% | 0.49% | 112.3 | 0.3 | 1.2 | 0 | 0.27% | - | - |
| 11/2002 | 2.8% | 1.75% | 114.6 | 0.2 | 0.2 | 0 | 0.27% | - | - |
| 10/2002 | -0.16% | -1.02% | 111.5 | 0.4 | 0.9 | 0 | 0.27% | - | - |
| 09/2002 | -1.36% | -0.86% | 112.1 | 0.3 | 0 | 0 | 0.27% | - | - |
| 08/2002 | 0.46% | 0.51% | 113.4 | 0.3 | 3.5 | 0 | 0.27% | - | - |
| 07/2002 | 1.04% | 0.05% | 116.2 | 0.2 | 0.4 | 0 | 0.27% | - | - |
| 06/2002 | -1.11% | -0.98% | 115.2 | 0.3 | 0.2 | 0 | 0.27% | - | - |
| 05/2002 | 1.27% | 0.13% | 116.5 | 0.3 | 0.2 | 0 | 0.27% | - | - |
| 04/2002 | -0.57% | -1.13% | 114.9 | 0.5 | 0 | 0 | 0.27% | - | - |
| 03/2002 | -1.08% | -0.56% | 115.2 | 0.2 | 0.1 | 0 | 0.27% | - | - |
| 02/2002 | -0.5% | 0.52% | 116.4 | 0.2 | 1.9 | 0 | 0.27% | - | - |
| 01/2002 | 1.03% | 1.03% | 118.7 | 0.3 | 0.2 | -0.6 | 0.27% | - | - |
| 12/2001 | 3.47% | 8.23% | 118.1 | 0.3 | 0.1 | 0 | 0.28% | - | - |
| 11/2001 | 1.62% | 4.6% | 114 | 0.3 | 0.6 | 0 | 0.28% | - | - |
| 10/2001 | 0.4% | 2.93% | 112.5 | 0.4 | 0.6 | -1 | 0.28% | - | - |
| 09/2001 | -0.97% | 2.52% | 113.3 | 0.3 | 1 | -0.7 | 0.28% | - | - |
| 08/2001 | -0.16% | 3.52% | 115.7 | 0.3 | 0.9 | 0 | 0.28% | - | - |
| 07/2001 | 1.58% | 3.69% | 116.7 | 0.3 | 0.6 | 0 | 0.28% | - | - |
| 06/2001 | 0.72% | 2.08% | 115.2 | 0.3 | 0.7 | 0 | 0.28% | - | - |
| 05/2001 | 0.88% | 1.35% | 114.8 | 0.3 | 0.2 | 0 | 0.28% | - | - |
| 04/2001 | 2.45% | 0.46% | 113.8 | 0.6 | 0.1 | 0 | 0.28% | - | - |
| 03/2001 | -1.93% | -1.94% | 110.7 | 0.3 | 1.8 | 0 | 0.28% | - | - |
| 02/2001 | 0.14% | -0.01% | 114.4 | 0.5 | 0.4 | 0 | 0.28% | - | - |
| 01/2001 | -0.15% | -0.15% | 114.1 | 0.3 | 0.4 | 0 | 0.28% | - | - |
| 12/2000 | 0.51% | 3.77% | 114.4 | 0.3 | 0.5 | 0 | 0.28% | - | - |
| 11/2000 | 0.21% | 3.24% | 114 | 0.3 | 0.5 | 0 | 0.28% | - | - |
| 10/2000 | -2.62% | 3.03% | 113.6 | 0.5 | 0 | 0 | 0.28% | - | - |
| 09/2000 | 0.02% | 5.8% | 116.2 | 0.3 | 0.1 | 0 | 0.28% | - | - |
| 08/2000 | 1.51% | 5.78% | 116 | 0.3 | 0.1 | -1.4 | 0.28% | - | - |
| 07/2000 | -0.77% | 4.21% | 115.6 | 0.3 | 1.4 | 0 | 0.28% | - | - |
| 06/2000 | 0.86% | 5.01% | 117.6 | 0.3 | 0.2 | 0 | 0.28% | - | - |
| 05/2000 | 2.65% | 4.12% | 116.5 | 0.5 | 1.2 | 0 | 0.28% | - | - |
| 04/2000 | -0.75% | 1.43% | 114.2 | 0.4 | 0.2 | 0 | 0.28% | - | - |
| 03/2000 | -0.48% | 2.2% | 114.9 | 0.3 | 0.1 | 0 | 0.28% | - | - |
| 02/2000 | 2.7% | 2.69% | 115.3 | 0.3 | 1.7 | 0 | 0.28% | - | - |
| 01/2000 | -0.01% | -0.01% | 113.7 | 0.3 | 0.4 | 0 | 0.28% | - | - |
| 12/1999 | 2.17% | 13.62% | 113.8 | 0.3 | 1 | 0 | - | - | - |
| 11/1999 | 1.9% | 11.2% | 112.1 | 0.3 | 0.5 | 0 | - | - | - |
| 10/1999 | 0.64% | 9.13% | 110.2 | 0.5 | 0.2 | 0 | - | - | - |
| 09/1999 | 0.73% | 8.44% | 109.3 | 0.3 | 0 | 0 | - | - | - |
| 08/1999 | 0.57% | 7.65% | 108.3 | 0.3 | 1.3 | 0 | - | - | - |
| 07/1999 | 0.53% | 7.04% | 108.7 | 0.3 | 0.1 | 0 | - | - | - |
| 06/1999 | 0.76% | 6.48% | 108.1 | 0.3 | 1 | 0 | - | - | - |
| 05/1999 | 1.28% | 5.67% | 108 | 0.3 | 0.1 | 0 | - | - | - |
| 04/1999 | 2.11% | 4.34% | 106.5 | 0.6 | 1.2 | 0 | - | - | - |
| 03/1999 | 2.11% | 2.18% | 104.9 | 0.3 | 1.1 | 0 | - | - | - |
| 02/1999 | 0.29% | 0.07% | 103.5 | 0.4 | 0.4 | 0 | - | - | - |
| 01/1999 | -0.22% | -0.22% | 103.2 | 0.3 | 0 | 0 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של קופת תגמולים ופיצויים של מפעלי נייר חדרה?
ב-12/2024: 0.86% לחודש, 13.43% מתחילת השנה, 15.17% ל-3 שנים ו-38.23% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בקופת תגמולים ופיצויים של מפעלי נייר חדרה?
0.41% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם קופת תגמולים ופיצויים של מפעלי נייר חדרה 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.
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.
