הפניקס מרכזית לפיצויים עד 15% מניות: תשואה, דמי ניהול וסיכון
הפניקס מרכזית לפיצויים עד 15% מניות מנוהלת על ידי הפניקס פנסיה וגמל בע"מ, בסיווג מרכזית לפיצויים, פעילה מ-1979; 305 חודשי דיווח מ-01/1999 עד 07/2026.
תשואה 07/2026
0.15%
מתחילת השנה
2.43%
3 שנים מצטבר
21.11%
5 שנים מצטבר
20.59%
דמי ניהול מצבירה
0.64%
לשנה
נכסים
133
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: 133 מיליון ש"ח, מקום 21 מתוך 53 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 20.59%, מקום 27 מתוך 46 בקטגוריה; ל-3 שנים: 21.11% (מקום 27 מתוך 46).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 12,059 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 14,739 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.64% לשנה (מקום 34 מתוך 53 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-12,051 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -7.4% בין 12/2021 ל-09/2022.
- סטיית תקן: 3.66; מדד שארפ: 0.41 (מקום 28 מתוך 46); חשיפה למניות 12.3%, לחו"ל 39.6%, למט"ח 21.4%.
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 | 8.89% | 7.37% | 10.97% | 2.23% | 13.77% | 5.86% | 5.73% | 4.86% | 4.55% | 1.28% | 8.15% | 5.26% | 4.92% | 1.64% | 1.19% | 5.34% | -0.6% | 9.69% | 2.56% | 6.98% | -6.95% | 5.81% | 8.08% | 8.04% |
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) | 133 | 21 / 53 |
| דמי ניהול מצבירה (נמוך = 1) | 0.64% | 34 / 53 |
| תשואה מתחילת השנה | 2.43% | 33 / 46 |
| תשואה 3 שנים | 21.11% | 27 / 46 |
| תשואה 5 שנים | 20.59% | 27 / 46 |
| מדד שארפ | 0.41 | 28 / 46 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הראל קמ"פ אג"ח עד 15% מניות 131 מ' ש"ח
- מנורה מרכזית לפיצויים כללי 157 מ' ש"ח
- מגדל-קופ"ג מרכזית לפיצויים 157 מ' ש"ח
- מקפת תקציבית 102 מ' ש"ח
- אלטשולר שחם פיצויים אשראי ואג"ח (עד 25% מניות) 100 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | 0.15% | 2.43% | 133 | 0 | 0.9 | 0.2 | 0.64% | 12.3% | 39.6% |
| 06/2026 | 0.72% | 2.28% | 133.6 | 0 | 0.2 | 0 | 0.64% | 11.8% | 35.8% |
| 05/2026 | 1.01% | 1.55% | 132.9 | 0 | 0.8 | -0.6 | 0.64% | 11.9% | 34.4% |
| 04/2026 | 0.86% | 0.53% | 133.1 | 0 | 0.4 | 0 | 0.64% | 11.6% | 31.5% |
| 03/2026 | -1.1% | -0.33% | 132.3 | 0 | 0.6 | 0 | 0.64% | 11.1% | 30.8% |
| 02/2026 | 0.26% | 0.78% | 134.5 | 0 | 0.9 | 0 | 0.64% | 12.3% | 27.6% |
| 01/2026 | 0.52% | 0.52% | 135.1 | 0 | 0.5 | -0.2 | 0.64% | 12.6% | 28% |
| 12/2025 | 0.24% | 8.04% | 135.1 | 0 | 1.1 | 0.1 | 0.59% | 12.6% | 27.9% |
| 11/2025 | 0.5% | 7.78% | 135.9 | 0 | 0.8 | -0.3 | 0.59% | 13.1% | 26.1% |
| 10/2025 | 0.76% | 7.24% | 136.3 | 0 | 0.4 | 0 | 0.59% | 14% | 26.5% |
| 09/2025 | 0.94% | 6.43% | 135.7 | 0 | 0.5 | 0 | 0.59% | 12.6% | 27.9% |
| 08/2025 | 1.05% | 5.44% | 135 | 0 | 0.3 | 0 | 0.59% | 12.4% | 29.2% |
| 07/2025 | 0.46% | 4.35% | 134.4 | 0 | 0.6 | -0.1 | 0.59% | 12.8% | 29.3% |
| 06/2025 | 1.78% | 3.87% | 134.5 | 0 | 3.1 | -0.1 | 0.59% | 12.6% | 30.3% |
| 05/2025 | 0.12% | 2.05% | 135.4 | 0 | 4 | -0.1 | 0.59% | 14.2% | 33.3% |
| 04/2025 | 0.87% | 1.93% | 139.4 | 0 | 0.8 | 0 | 0.59% | 12.5% | 32.9% |
| 03/2025 | -0.17% | 1.05% | 139.1 | 0 | 0.4 | 0 | 0.59% | 12.5% | 28.8% |
| 02/2025 | 0.54% | 1.22% | 139.8 | 0 | 1.7 | 0 | 0.59% | 12.7% | 28.6% |
| 01/2025 | 0.68% | 0.68% | 140.8 | 0 | 0.8 | 0 | 0.59% | 13.8% | 31.4% |
| 12/2024 | 0.73% | 8.08% | 140.7 | 0 | 0.5 | -1 | 0.58% | 19.1% | 37.7% |
| 11/2024 | 1.4% | 7.29% | 141.2 | 0.1 | 0.4 | -0.3 | 0.58% | 18.5% | 32.2% |
| 10/2024 | 0.47% | 5.81% | 139.9 | 0 | 1.6 | -3.5 | 0.58% | 18% | 33.9% |
| 09/2024 | 1% | 5.32% | 144.5 | 0 | 0.1 | -1.3 | 0.58% | 17.9% | 35.2% |
| 08/2024 | 0.89% | 4.27% | 144.5 | 0 | 1.1 | -0.8 | 0.58% | 17.5% | 33.8% |
| 07/2024 | 1.2% | 3.35% | 145.2 | 0 | 0.5 | 1.3 | 0.58% | 17.4% | 34.4% |
| 06/2024 | 0.3% | 2.13% | 142.8 | 0 | 2.5 | -2.9 | 0.58% | 17% | 36.6% |
| 05/2024 | 0.27% | 1.82% | 147.7 | 0 | 0.5 | 0 | 0.58% | 19.3% | 40.3% |
| 04/2024 | -0.75% | 1.55% | 147.9 | 0 | 0.3 | 0 | 0.58% | 19.3% | 42.1% |
| 03/2024 | 1.22% | 2.32% | 149.4 | 0 | 1.3 | -0.2 | 0.58% | 19.9% | 40.2% |
| 02/2024 | 0.85% | 1.08% | 149.2 | 0 | 1.9 | 0 | 0.58% | 18.6% | 37.1% |
| 01/2024 | 0.23% | 0.23% | 149.8 | 0 | 0.2 | 0 | 0.58% | 17.9% | 36.8% |
| 12/2023 | 1.86% | 5.81% | 149.7 | 0 | 0.7 | -1.2 | 0.6% | 21.8% | 39.7% |
| 11/2023 | 3.04% | 3.88% | 148.9 | 0 | 0.6 | -0 | 0.6% | 21.1% | 38.9% |
| 10/2023 | -2.59% | 0.81% | 145.2 | 0 | 0 | 1.6 | 0.6% | 20.3% | 53.1% |
| 09/2023 | -1.24% | 3.49% | 147.5 | 0 | 0.8 | 0 | 0.6% | 21.3% | 48.9% |
| 08/2023 | 0.29% | 4.79% | 150.2 | 0 | 1.1 | 0 | 0.6% | 22% | 48.1% |
| 07/2023 | 1.26% | 4.49% | 151 | 0 | 0.5 | -0 | 0.6% | 22.2% | 43.3% |
| 06/2023 | 0.88% | 3.19% | 149.7 | 3.9 | 0.9 | -1.5 | 0.6% | 20.7% | 42.3% |
| 05/2023 | 1.07% | 2.29% | 147 | 0 | 1.8 | -0.9 | 0.6% | 20% | 41.8% |
| 04/2023 | 1.01% | 1.21% | 148.1 | 0 | 0.5 | 0 | 0.6% | 19.5% | 39% |
| 03/2023 | 0.24% | 0.19% | 147.2 | 0 | 1 | -0.3 | 0.6% | 19.3% | 38.7% |
| 02/2023 | -1.6% | -0.05% | 148.2 | 0 | 1.1 | 0.4 | 0.6% | 20% | 39.9% |
| 01/2023 | 1.58% | 1.58% | 151.4 | 0 | 1 | -0.8 | 0.6% | 20.4% | 36.5% |
| 12/2022 | -0.81% | -6.95% | 150.8 | 0 | 1.4 | -0.2 | 0.62% | 19.9% | 36.9% |
| 11/2022 | 0.65% | -6.19% | 153.7 | 0 | 3.3 | 6.4 | 0.62% | 20.7% | 37.3% |
| 10/2022 | 0.7% | -6.8% | 149.7 | 0 | 0.6 | 0.9 | 0.62% | 21% | 37.5% |
| 09/2022 | -2.28% | -7.44% | 148.4 | 0 | 2 | 0 | 0.62% | 19.9% | 36.8% |
| 08/2022 | -1.13% | -5.28% | 153.9 | 0 | 0.8 | 0 | 0.62% | 21.3% | 36.5% |
| 07/2022 | 1.64% | -4.2% | 156.6 | 0 | 4.3 | -0.4 | 0.62% | 21.4% | 37.2% |
| 06/2022 | -0.59% | -5.75% | 158.7 | 0 | 0.6 | 1.8 | 0.62% | 20.9% | 36.8% |
| 05/2022 | -2.15% | -5.19% | 158.5 | 0 | 1.2 | -0.1 | 0.62% | 22.2% | 37.6% |
| 04/2022 | -0.73% | -3.11% | 163.5 | 0 | 0.4 | 0 | 0.62% | 23% | 37.9% |
| 03/2022 | -0.25% | -2.39% | 165.1 | 0 | 1.4 | 0 | 0.62% | 23.9% | 38.5% |
| 02/2022 | -1% | -2.15% | 167 | 0 | 1.7 | 0 | 0.62% | 24.9% | 39.5% |
| 01/2022 | -1.16% | -1.16% | 170.4 | 0 | 0.6 | -0.8 | 0.62% | 24.8% | 39.9% |
| 12/2021 | 0.42% | 6.98% | 174 | 0 | 1.9 | -1.3 | 0.62% | 25.7% | 40.5% |
| 11/2021 | 0.42% | 6.54% | 176.5 | 0 | 1.3 | -0.4 | 0.62% | 25.8% | 41% |
| 10/2021 | 0.86% | 6.09% | 177.6 | 0 | 0.6 | 0.2 | 0.62% | 26.1% | 42.3% |
| 09/2021 | -0.19% | 5.19% | 176.5 | 0 | 0.2 | -4.2 | 0.62% | 26% | 42.3% |
| 08/2021 | 0.88% | 5.39% | 181.3 | 0 | 0.6 | 0.1 | 0.62% | 26.9% | 42.8% |
| 07/2021 | 0.18% | 4.47% | 180.3 | 0 | 2 | -0.3 | 0.62% | 27.1% | 44.8% |
| 06/2021 | 0.31% | 4.28% | 182.4 | 0 | 0.2 | 1 | 0.62% | 27% | 46.5% |
| 05/2021 | 0.98% | 3.96% | 181.1 | 0 | 0.6 | -0.2 | 0.62% | 27% | 43.6% |
| 04/2021 | 0.73% | 2.95% | 180.3 | 0 | 0.7 | 0.1 | 0.62% | 26.7% | 43.7% |
| 03/2021 | 1.16% | 2.2% | 179.7 | 0 | 0.7 | -3.2 | 0.62% | 25.6% | 42% |
| 02/2021 | 0.07% | 1.03% | 181.6 | 0 | 1.2 | -3.5 | 0.62% | 26.9% | 44.6% |
| 01/2021 | 0.96% | 0.96% | 186.1 | 0 | 0.8 | 0 | 0.62% | 27.4% | 46.7% |
| 12/2020 | 1.01% | 2.56% | 185.2 | 0 | 0.8 | 5.3 | 0.61% | 25.6% | 41.9% |
| 11/2020 | 2.47% | 1.53% | 178.9 | 0 | 1.7 | -0.1 | 0.61% | 25% | 42.4% |
| 10/2020 | 0.11% | -0.91% | 176.4 | 0 | 3.4 | -0.6 | 0.61% | 24.5% | 41.9% |
| 09/2020 | -0.72% | -1.02% | 180.3 | 0 | 2 | -1.6 | 0.61% | 25.5% | 43.1% |
| 08/2020 | 1.8% | -0.3% | 185.3 | 0 | 1 | -0.1 | 0.61% | 25.4% | 43.5% |
| 07/2020 | 1.5% | -2.07% | 183.3 | 0 | 2.3 | 0.4 | 0.61% | 25.6% | 43.6% |
| 06/2020 | -0.62% | -3.51% | 182.6 | 0 | 1.1 | -0.3 | 0.61% | 24.4% | 42.3% |
| 05/2020 | 1.07% | -2.91% | 185.2 | 0 | 1.2 | -0.1 | 0.61% | 24.6% | 41% |
| 04/2020 | 3.44% | -3.94% | 184.6 | 0 | 5.1 | 1.3 | 0.61% | 23.4% | 38.7% |
| 03/2020 | -6.91% | -7.14% | 182.2 | 0 | 0.3 | 0 | 0.61% | 22.3% | 38.5% |
| 02/2020 | -0.57% | -0.24% | 196.2 | 0 | 0.9 | -0.7 | 0.61% | 25.5% | 40.2% |
| 01/2020 | 0.33% | 0.33% | 199.1 | 0 | 0.4 | -1.7 | 0.61% | 27.3% | 40.6% |
| 12/2019 | 0.59% | 9.69% | 200.6 | 0 | 3.2 | -1.3 | 0.65% | 29.5% | 43.3% |
| 11/2019 | 0.31% | 9.04% | 204 | 0 | 0.6 | 0 | 0.65% | 30.5% | 41.3% |
| 10/2019 | 0.99% | 8.71% | 204.1 | 0 | 1.3 | -2 | 0.65% | 30.1% | 41.6% |
| 09/2019 | 0.93% | 7.64% | 205.5 | 0 | 1 | -0.9 | 0.65% | 29.1% | 41% |
| 08/2019 | 0.13% | 6.65% | 205.6 | 0 | 0.8 | -0.2 | 0.65% | 28.4% | 40.9% |
| 07/2019 | 0.88% | 6.51% | 206.5 | 0 | 1.6 | 1.5 | 0.65% | 28.6% | 40.5% |
| 06/2019 | 1.21% | 5.58% | 204.9 | 0 | 1.6 | -0.6 | 0.65% | 28.3% | 38.2% |
| 05/2019 | -0.4% | 4.32% | 204.7 | 0 | 0.8 | 6 | 0.65% | 27.5% | 36.4% |
| 04/2019 | 1.05% | 4.74% | 200.4 | 0 | 4.8 | -2.4 | 0.65% | 28.7% | 37.8% |
| 03/2019 | 0.79% | 3.65% | 205.7 | 0 | 1.8 | -8.5 | 0.65% | 30.6% | 42% |
| 02/2019 | 0.92% | 2.84% | 214.4 | 0 | 0.7 | -0.1 | 0.65% | 30.8% | 41% |
| 01/2019 | 1.9% | 1.9% | 213.4 | 0 | 1 | -3.7 | 0.65% | 30.1% | 40.9% |
| 12/2018 | -1.53% | -0.6% | 214.2 | 0 | 1.3 | -2.3 | 0.61% | 30.1% | 40.8% |
| 11/2018 | -0.17% | 0.94% | 221.4 | 0 | 1.1 | -1 | 0.61% | 31.1% | 42.2% |
| 10/2018 | -0.81% | 1.11% | 224 | 0 | 0.8 | 2.2 | 0.61% | 31.1% | 42.2% |
| 09/2018 | 0.13% | 1.94% | 224.6 | 0 | 1.1 | 0 | 0.61% | 32.6% | 41.4% |
| 08/2018 | 0.54% | 1.81% | 225.5 | 0 | 0 | -1.5 | 0.61% | 31.8% | 42.8% |
| 07/2018 | 0.71% | 1.26% | 225.9 | 0 | 1.2 | 0.1 | 0.61% | 34% | 44.7% |
| 06/2018 | 0.08% | 0.55% | 225.6 | 0 | 6.2 | -4.9 | 0.61% | 35.2% | 44.3% |
| 05/2018 | -0.13% | 0.47% | 236.6 | 0 | 3.7 | 2.6 | 0.61% | 33.2% | 42.5% |
| 04/2018 | 0.52% | 0.6% | 238.2 | 0 | 0.7 | -0.4 | 0.61% | 33.3% | 42.4% |
| 03/2018 | 0.13% | 0.08% | 238.2 | 0 | 1 | -0.1 | 0.61% | 32.6% | 42% |
| 02/2018 | -0.62% | -0.05% | 239.1 | 0 | 0.7 | -0.1 | 0.61% | 34.4% | 46.6% |
| 01/2018 | 0.57% | 0.57% | 241.5 | 0 | 2.2 | 2.9 | 0.61% | 34.4% | 47.7% |
| 12/2017 | 0.6% | 5.34% | 160.8 | 0 | 1.1 | -0.1 | 0.65% | 22.9% | 30.2% |
| 11/2017 | 0.58% | 4.71% | 161.1 | 0 | 1.2 | -0.6 | 0.65% | 23.1% | 29.4% |
| 10/2017 | 0.63% | 4.1% | 162 | 0 | 1.4 | 0 | 0.65% | 22.6% | 30.1% |
| 09/2017 | 0.12% | 3.45% | 162.4 | 0 | 0.5 | -0 | 0.65% | 22.7% | 29.1% |
| 08/2017 | 0.49% | 3.33% | 162.9 | 0 | 0.1 | 0 | 0.65% | 22.5% | 29% |
| 07/2017 | 1.11% | 2.82% | 162.2 | 0 | 0.6 | 0.2 | 0.65% | 22.6% | 29% |
| 06/2017 | -0.46% | 1.7% | 161 | 0 | 0.1 | -3.5 | 0.65% | 22.1% | 27.5% |
| 05/2017 | 0.82% | 2.16% | 165.4 | 0 | 0.7 | -4.2 | 0.65% | 23.2% | 27.9% |
| 04/2017 | 0.94% | 1.33% | 169 | 0 | 0.2 | -0.1 | 0.65% | 22.9% | 27.9% |
| 03/2017 | 0.26% | 0.39% | 167.9 | 0 | 0.2 | -0.8 | 0.65% | 22.6% | 27.3% |
| 02/2017 | 0.07% | 0.13% | 168.5 | 0 | 0.8 | -3.3 | 0.65% | 22.3% | 27% |
| 01/2017 | 0.06% | 0.06% | 172.7 | 0 | 0.1 | -0.2 | 0.65% | 22% | 26.9% |
| 12/2016 | 0.48% | 1.19% | 172.9 | 0 | 0.7 | -0.2 | 0.71% | 21.9% | 22.5% |
| 11/2016 | -0.72% | 0.71% | 173 | 0 | 0.7 | 1 | 0.71% | 22.3% | 23% |
| 10/2016 | 0.05% | 1.44% | 174.1 | 0 | 0.1 | 0 | 0.71% | 21.2% | 24.7% |
| 09/2016 | -0.34% | 1.39% | 174.1 | 0 | 0.5 | -0.7 | 0.71% | 23% | 26.6% |
| 08/2016 | -0.13% | 1.74% | 176 | 0 | 0.3 | -0.3 | 0.71% | 20.1% | 28.4% |
| 07/2016 | 0.99% | 1.87% | 177 | 0 | 0.2 | -0 | 0.71% | 21.5% | 30.1% |
| 06/2016 | 0.14% | 0.87% | 175.5 | 0 | 0.2 | -0.7 | 0.71% | 20.1% | 29.8% |
| 05/2016 | 0.14% | 0.73% | 176.3 | 0 | 1.2 | -0.8 | 0.71% | 21.5% | 30.2% |
| 04/2016 | 0.58% | 0.59% | 178.1 | 0 | 0.2 | -1.1 | 0.71% | 20.3% | 29.2% |
| 03/2016 | 0.48% | 0.01% | 178.4 | 0 | 0.9 | 0.1 | 0.71% | 19.7% | 27% |
| 02/2016 | -0.12% | -0.47% | 178.5 | 0.1 | 0.8 | 0 | 0.71% | 19.9% | 26% |
| 01/2016 | -0.35% | -0.35% | 179.5 | 0 | 0.6 | 0 | 0.71% | 21.4% | 23.2% |
| 12/2015 | -0.32% | 1.64% | 180.9 | 0 | 0.3 | -0.3 | 0.76% | 22.7% | 23.5% |
| 11/2015 | -0.32% | 1.97% | 182.2 | -0.2 | 0.8 | 0 | 0.76% | 23.2% | 24.1% |
| 10/2015 | 1.06% | 2.3% | 183.9 | 0.2 | 0.9 | -0.1 | 0.76% | 20.6% | 21% |
| 09/2015 | -1.05% | 1.22% | 182.8 | 0 | 0.4 | -0 | 0.76% | 20% | 19% |
| 08/2015 | -0.1% | 2.3% | 185.2 | 0 | 0.3 | -0.8 | 0.76% | 22.7% | 21.8% |
| 07/2015 | 1.07% | 2.4% | 186.6 | 0 | 0.4 | -0.3 | 0.76% | 24% | 21.5% |
| 06/2015 | -2.26% | 1.32% | 185.4 | 0 | 1.6 | -5.7 | 0.76% | 23.2% | 21.5% |
| 05/2015 | -0.2% | 3.66% | 197.3 | 0.8 | 0.9 | -1.7 | 0.76% | 25% | 25.8% |
| 04/2015 | 0.24% | 3.87% | 199.7 | 0 | 0.6 | 0.8 | 0.76% | 24.3% | 24.5% |
| 03/2015 | 0.33% | 3.62% | 199.1 | 0 | 0.6 | -0.7 | 0.76% | 24.8% | 25.3% |
| 02/2015 | 1.66% | 3.28% | 199.9 | 0 | 0.2 | -2.7 | 0.76% | 25.9% | 25.2% |
| 01/2015 | 1.59% | 1.59% | 199.7 | 0 | 0.4 | -3.1 | 0.76% | 22% | 21.8% |
| 12/2014 | -1.37% | 4.92% | 200.1 | 0 | 0.9 | 6.7 | 0.75% | 21.1% | 22.2% |
| 11/2014 | 0.71% | 6.38% | 197 | 0 | 0.9 | 0 | 0.75% | 20.8% | 25.1% |
| 10/2014 | 0.34% | 5.63% | 196.6 | 0 | 0.7 | 0 | 0.75% | 28.6% | 23.8% |
| 09/2014 | 0.11% | 5.27% | 196.7 | 0 | 0.2 | 0.2 | 0.75% | 24.1% | 25.7% |
| 08/2014 | 1.9% | 5.16% | 196.6 | 0 | 0.5 | -3.6 | 0.75% | 25.2% | 28.2% |
| 07/2014 | -0.11% | 3.19% | 197.1 | 0 | 0.7 | -1.9 | 0.75% | 25.5% | 28.2% |
| 06/2014 | -0.04% | 3.31% | 200.1 | 0 | 0.6 | -20.1 | 0.75% | 27.6% | 29.1% |
| 05/2014 | 1.08% | 3.35% | 221 | 0 | 2 | 0.6 | 0.75% | 28% | 30.4% |
| 04/2014 | 0.23% | 2.25% | 220.1 | 0.1 | 1.2 | 0.3 | 0.75% | 25.5% | 28.8% |
| 03/2014 | 0.54% | 2.01% | 220.6 | 0.1 | 0.7 | -3.9 | 0.75% | 27.1% | 29% |
| 02/2014 | 1.25% | 1.46% | 224 | 0 | 2.1 | -6.3 | 0.75% | 27.6% | 30.2% |
| 01/2014 | 0.21% | 0.21% | 229.5 | 0 | 1.3 | -2.3 | 0.75% | 25.6% | 30% |
| 12/2013 | -0.36% | 5.26% | 232.3 | 0 | 1.7 | 1.9 | 0.92% | 28.4% | 32.2% |
| 11/2013 | 0.96% | 5.64% | 233.1 | 0 | 1.3 | 0.5 | 0.92% | 36.4% | 26.4% |
| 10/2013 | 1.19% | 4.63% | 231.9 | -0 | 1.1 | -2.3 | 0.92% | 33.4% | 25.9% |
| 09/2013 | 1.46% | 3.4% | 232.7 | 0 | 0.5 | 0.9 | 0.92% | 35% | 30.7% |
| 08/2013 | -0.76% | 1.91% | 229.2 | 0 | 1 | 0.3 | 0.92% | 31.3% | 28.6% |
| 07/2013 | 0.85% | 2.69% | 231.8 | 0 | 1.5 | 1 | 0.92% | 33.4% | 29.5% |
| 06/2013 | -0.97% | 1.83% | 230.4 | 0 | 1.7 | 4.7 | 0.92% | 20% | 25.8% |
| 05/2013 | 0.41% | 2.83% | 229.8 | 0 | 0.7 | -1.2 | 0.92% | 31.5% | 35.4% |
| 04/2013 | 1.46% | 2.41% | 230.8 | 0 | 0.6 | -0.5 | 0.92% | 29.9% | 34.9% |
| 03/2013 | 0.07% | 0.93% | 228.7 | 0 | 0.9 | 0.8 | 0.92% | 31.2% | 41.2% |
| 02/2013 | 0.69% | 0.86% | 228.8 | 0 | 1 | 4.4 | 0.92% | 31.3% | 45.3% |
| 01/2013 | 0.17% | 0.17% | 224 | 0 | 2.2 | -1.1 | 0.92% | 26.9% | 44.5% |
| 12/2012 | 0.8% | 8.15% | 227.1 | 0 | 0.5 | 2.3 | 1.04% | 26% | 38.3% |
| 11/2012 | 0.94% | 7.29% | 223.7 | 0 | 1.1 | 1.4 | 1.04% | 24.5% | 30.3% |
| 10/2012 | 1.61% | 6.29% | 221.5 | 0 | 2.3 | 2.9 | 1.04% | 20.8% | 35.6% |
| 09/2012 | 0.79% | 4.61% | 217.4 | 0 | 0.9 | -0.4 | 1.04% | 24.2% | 37.6% |
| 08/2012 | -0.73% | 3.79% | 217.2 | 0 | 1.3 | -0.1 | 1.04% | 15.1% | 26.9% |
| 07/2012 | 2.4% | 4.55% | 220.4 | 0 | 1.4 | 5.5 | 1.04% | 15.4% | 18% |
| 06/2012 | -0.23% | 2.1% | 211.3 | 0 | 0.6 | 0.1 | 1.04% | 16.9% | 19.2% |
| 05/2012 | -0.77% | 2.34% | 212.4 | -0 | 1.3 | -5.9 | 1.04% | 16.5% | 21.4% |
| 04/2012 | 1.03% | 3.13% | 221.5 | 0 | 1 | 12.1 | 1.04% | 23.7% | 19.3% |
| 03/2012 | 0.76% | 2.08% | 208.4 | 0 | 0.5 | -2.3 | 1.04% | 20.9% | 20.8% |
| 02/2012 | -0.07% | 1.31% | 209.7 | 0 | 2.3 | -3.9 | 1.04% | 18.8% | 20.6% |
| 01/2012 | 1.38% | 1.38% | 216.3 | 0 | 1.2 | 1.3 | 1.04% | 18.3% | -4.6% |
| 12/2011 | 0.9% | 1.28% | 213.5 | 0 | 1 | 1.2 | 1.01% | 17.5% | 17.5% |
| 11/2011 | -0.95% | 0.37% | 211.6 | 0 | 0.7 | -1.8 | 1.01% | 20.5% | 26.2% |
| 10/2011 | 1.7% | 1.34% | 216.4 | 0 | 1.3 | 1.2 | 1.01% | 20.1% | 23.8% |
| 09/2011 | -0.64% | -0.36% | 213 | 0 | 0.8 | -0.6 | 1.01% | 18.2% | 18.7% |
| 08/2011 | 0.32% | 0.28% | 215.9 | 0 | 0.7 | -6.6 | 1.01% | 22.4% | 21.6% |
| 07/2011 | 0.32% | -0.03% | 222.7 | 0 | 1.8 | 11.8 | 1.01% | 23.4% | 16.2% |
| 06/2011 | -0.22% | -0.35% | 212.2 | 0 | 0.7 | 0.5 | 1.01% | 20.6% | 11.2% |
| 05/2011 | 0.02% | -0.13% | 213.1 | -0 | 5 | 1.5 | 1.01% | 19.9% | 11% |
| 04/2011 | 0.31% | -0.15% | 216.7 | 0 | 0.5 | -1.4 | 1.01% | 19.8% | 8.8% |
| 03/2011 | -0.81% | -0.46% | 218.1 | 0.1 | 0.9 | 12.8 | 1.01% | 20.7% | 9.9% |
| 02/2011 | 0.29% | 0.35% | 208 | 0 | 5.3 | 2.2 | 1.01% | 19.8% | 12.2% |
| 01/2011 | 0.06% | 0.06% | 206.5 | 0.7 | 1.1 | 10.5 | 1.01% | 19.5% | 9.3% |
| 12/2010 | 0.1% | 7.65% | 203.1 | 7.7 | 0.9 | -9.6 | 1.31% | 22.6% | 8.9% |
| 09/2008 | -1.15% | 5.61% | 86.6 | 1.5 | 0.1 | 29.9 | 1.32% | 0% | 0% |
| 08/2008 | 0.48% | 6.84% | 56.5 | 0.1 | 0.2 | 39.7 | 1.32% | 0% | 0% |
| 07/2008 | -0.21% | 6.33% | 16.8 | -0.1 | 0.1 | 14.5 | 1.32% | 0% | 0% |
| 06/2008 | 1.64% | 6.55% | 2.5 | 0 | 0 | 0 | 1.32% | 0% | 0% |
| 05/2008 | 0.64% | 4.83% | 2.4 | 0 | 0 | 0.1 | 1.32% | 0% | 0% |
| 04/2008 | 1.25% | 4.17% | 2.4 | 0 | 0.1 | 0.1 | 1.32% | - | 0% |
| 03/2008 | 0.15% | 2.88% | 2.4 | 0 | 0 | 0 | 1.32% | 0% | 0% |
| 02/2008 | 1.78% | 2.73% | 2.4 | 0 | 0 | 0 | 1.32% | 0% | 0% |
| 01/2008 | 0.93% | 0.93% | 2.3 | 0 | 0 | 0 | 1.32% | 0% | 0% |
| 12/2007 | 0.57% | 4.55% | 2.3 | 0.1 | 0.1 | 0 | 0.89% | - | - |
| 11/2007 | 0.64% | 3.95% | 2.2 | 0 | 0 | 0 | 0.89% | - | - |
| 10/2007 | 0.92% | 3.29% | 2.2 | 0 | 0 | 0 | 0.89% | - | - |
| 09/2007 | 0.61% | 2.35% | 2.2 | 0.4 | 0.3 | 0 | 0.89% | - | - |
| 08/2007 | -0.77% | 1.73% | 2.1 | 0 | 0 | 0 | 0.89% | - | - |
| 07/2007 | -0.41% | 2.52% | 2.1 | 0 | 0 | -0.3 | 0.89% | - | - |
| 06/2007 | -0.12% | 2.94% | 2.4 | 0 | 0 | 0 | 0.89% | - | - |
| 05/2007 | 0.5% | 3.06% | 2.4 | 0 | 0 | 0 | 0.89% | - | - |
| 04/2007 | 0.99% | 2.55% | 2.4 | 0 | 0.2 | 0 | 0.89% | - | - |
| 03/2007 | 0.24% | 1.55% | 2.6 | 0 | 0 | 0 | 0.89% | - | - |
| 02/2007 | 0.44% | 1.3% | 2.6 | 0 | 0 | 0 | 0.89% | - | - |
| 01/2007 | 0.86% | 0.86% | 2.6 | 0 | 0 | 0 | 0.89% | - | - |
| 12/2006 | 0.35% | 4.86% | 2.5 | 0.3 | 0 | 0 | 0.9% | - | - |
| 11/2006 | 0.25% | 4.49% | 2.3 | 0 | 0.1 | -0.1 | 0.9% | - | - |
| 10/2006 | 0.78% | 4.23% | 2.4 | 0 | 0.1 | 0 | 0.9% | - | - |
| 09/2006 | 0.32% | 3.42% | 2.5 | 0 | 0 | 0 | 0.9% | - | - |
| 08/2006 | 0.53% | 3.09% | 2.5 | 0 | 0 | 0 | 0.9% | - | - |
| 07/2006 | 0.61% | 2.55% | 2.5 | 0 | 0.1 | 0 | 0.9% | - | - |
| 06/2006 | 0.05% | 1.93% | 2.6 | 0 | 0 | 0 | 0.9% | - | - |
| 05/2006 | -0.07% | 1.88% | 2.5 | 0 | 0 | 0 | 0.9% | - | - |
| 04/2006 | 0.91% | 1.95% | 2.5 | 0 | 0 | -0 | 0.9% | - | - |
| 03/2006 | 0.41% | 1.03% | 2.5 | 0 | 0 | 0 | 0.9% | - | - |
| 02/2006 | -0.3% | 0.62% | 2.5 | 0 | 0 | 0 | 0.9% | - | - |
| 01/2006 | 0.92% | 0.92% | 2.5 | 0 | 0 | 0 | 0.9% | - | - |
| 12/2005 | -0.41% | 5.73% | 2.5 | 0 | 0 | 0 | 1% | - | - |
| 11/2005 | -0.79% | 6.17% | 2.5 | 0.1 | 0 | 0 | 1% | - | - |
| 10/2005 | -0.17% | 7.01% | 2.4 | 0 | 0.4 | 0 | 1% | - | - |
| 09/2005 | 0.55% | 7.19% | 2.7 | 0 | 0 | 0 | 1% | - | - |
| 08/2005 | 1.43% | 6.61% | 2.7 | 0.1 | 0 | 0 | 1% | - | - |
| 07/2005 | 1.06% | 5.1% | 2.6 | 0 | 0 | 0 | 1% | - | - |
| 06/2005 | 0.14% | 4% | 2.6 | 0 | 0 | 0 | 1% | - | - |
| 05/2005 | 0.92% | 3.86% | 2.6 | 0 | 0 | 0 | 1% | - | - |
| 04/2005 | 0.71% | 2.91% | 2.6 | 0 | 0 | 0 | 1% | - | - |
| 03/2005 | 0.25% | 2.18% | 2.6 | 0 | 0 | 0 | 1% | - | - |
| 02/2005 | 0.84% | 1.93% | 2.6 | 0 | 0 | 0 | 1% | - | - |
| 01/2005 | 1.08% | 1.08% | 2.6 | 0 | 0 | 0 | 1% | - | - |
| 12/2004 | 0.9% | 5.86% | 2.5 | 0 | 0 | 0 | 0.98% | - | - |
| 11/2004 | 0.3% | 4.92% | 2.5 | 0 | 0 | 0 | 0.98% | - | - |
| 10/2004 | 0.34% | 4.61% | 2.5 | 0 | 0 | 0 | 0.98% | - | - |
| 09/2004 | 0.68% | 4.25% | 2.5 | 0 | 0 | 0 | 0.98% | - | - |
| 08/2004 | 0.83% | 3.55% | 2.4 | 0 | 0.1 | 0 | 0.98% | - | - |
| 07/2004 | 0.36% | 2.7% | 2.5 | 0 | 0.2 | 0 | 0.98% | - | - |
| 06/2004 | 0.27% | 2.33% | 2.7 | 0 | 0 | 0 | 0.98% | - | - |
| 05/2004 | 0.85% | 2.05% | 2.7 | 0 | 0 | 0 | 0.98% | - | - |
| 04/2004 | 0.17% | 1.19% | 2.7 | 0 | 0 | 0 | 0.98% | - | - |
| 03/2004 | 0.99% | 1.02% | 2.7 | 0 | 0 | 0 | 0.98% | - | - |
| 02/2004 | -0.24% | 0.03% | 2.7 | 0 | 0 | 0 | 0.98% | - | - |
| 01/2004 | 0.27% | 0.27% | 2.7 | 0 | 0 | 0 | 0.98% | - | - |
| 12/2003 | 0.33% | 13.77% | 2.7 | 0 | 0 | 0 | 0.93% | - | - |
| 11/2003 | 0.87% | 13.4% | 2.6 | 0 | 0.2 | 0 | 0.93% | - | - |
| 10/2003 | 0.85% | 12.42% | 2.8 | 0 | 0 | 0 | 0.93% | - | - |
| 09/2003 | 1.56% | 11.47% | 2.8 | 0 | 0.2 | 0 | 0.93% | - | - |
| 08/2003 | 0.45% | 9.76% | 2.9 | 0 | 0 | 0 | 0.93% | - | - |
| 07/2003 | -0.07% | 9.27% | 2.9 | 0 | 0 | 0 | 0.93% | - | - |
| 06/2003 | 1.81% | 9.34% | 2.9 | 0 | 0 | 0 | 0.93% | - | - |
| 05/2003 | 1.28% | 7.4% | 2.9 | 0 | 0 | 0 | 0.93% | - | - |
| 04/2003 | 1.91% | 6.04% | 2.8 | 0 | 0 | 0 | 0.93% | - | - |
| 03/2003 | 2.37% | 4.06% | 2.8 | 0 | 0 | 0 | 0.93% | - | - |
| 02/2003 | 1.04% | 1.65% | 2.7 | 0 | 0 | 0 | 0.93% | - | - |
| 01/2003 | 0.6% | 0.6% | 2.7 | 0 | 0.2 | 0 | 0.93% | - | - |
| 12/2002 | -0.02% | 2.23% | 2.8 | 0 | 0 | 0 | 1% | - | - |
| 11/2002 | 2.18% | 2.25% | 2.8 | 0 | 0 | 0 | 1% | - | - |
| 10/2002 | 0.73% | 0.07% | 2.8 | 0 | 0 | 0 | 1% | - | - |
| 09/2002 | -1.53% | -0.66% | 2.8 | 0 | 0 | 0 | 1% | - | - |
| 08/2002 | -0.02% | 0.89% | 2.8 | 0 | 0 | 0 | 1% | - | - |
| 07/2002 | 1.36% | 0.91% | 2.8 | 0 | 0 | 0 | 1% | - | - |
| 06/2002 | -0.71% | -0.45% | 2.8 | 0 | 0 | 0 | 1% | - | - |
| 05/2002 | 0.56% | 0.26% | 2.8 | 0 | 0 | 0 | 1% | - | - |
| 04/2002 | -0.39% | -0.29% | 2.7 | 0 | 0 | 0 | 1% | - | - |
| 03/2002 | -2.05% | 0.1% | 2.7 | 0 | 0.1 | 0 | 1% | - | - |
| 02/2002 | 1.13% | 2.19% | 2.8 | 0 | 0 | 0.2 | 1% | - | - |
| 01/2002 | 1.05% | 1.05% | 2.6 | 0 | 0 | 0 | 1% | - | - |
| 12/2001 | 2.15% | 10.97% | 2.6 | 0.3 | 0 | 0 | 1% | - | - |
| 11/2001 | 0.58% | 8.64% | 2.2 | 0 | 0 | 0 | 1% | - | - |
| 10/2001 | 0.05% | 8.01% | 2.2 | 0 | 0.2 | 0 | 1% | - | - |
| 09/2001 | 0.66% | 7.96% | 2.4 | 0 | 0 | 0 | 1% | - | - |
| 08/2001 | 0.67% | 7.25% | 2.4 | 0 | 0 | 0 | 1% | - | - |
| 07/2001 | 0.87% | 6.53% | 2.3 | 0 | 0 | 0 | 1% | - | - |
| 06/2001 | 0.82% | 5.61% | 2.3 | 0 | 0 | 0 | 1% | - | - |
| 05/2001 | 1.24% | 4.76% | 2.3 | 0 | 0 | 0 | 1% | - | - |
| 04/2001 | 1.19% | 3.47% | 2.3 | 0 | 0 | 0 | 1% | - | - |
| 03/2001 | 0.5% | 2.26% | 2.3 | 0 | 0.1 | 0 | 1% | - | - |
| 02/2001 | 0.67% | 1.75% | 2.3 | 0 | 0 | 0 | 1% | - | - |
| 01/2001 | 1.07% | 1.07% | 2.3 | 0 | 0.1 | 0 | 1% | - | - |
| 12/2000 | 0.6% | 7.37% | 2.3 | 0 | 0.1 | 0 | 1% | - | - |
| 11/2000 | 0.58% | 6.73% | 2.4 | 0 | 0.1 | 0 | 1% | - | - |
| 10/2000 | 0.67% | 6.11% | 2.4 | 0 | 0.1 | 0 | 1% | - | - |
| 09/2000 | 0.81% | 5.41% | 2.5 | 0 | 0 | 0 | 1% | - | - |
| 08/2000 | 0.5% | 4.56% | 2.5 | 0 | 0 | 0 | 1% | - | - |
| 07/2000 | -0.07% | 4.04% | 2.5 | 0 | 0.1 | 0 | 1% | - | - |
| 06/2000 | 0.23% | 4.11% | 2.6 | 0 | 0 | 0 | 1% | - | - |
| 05/2000 | 1.46% | 3.87% | 2.6 | 0 | 0 | 0 | 1% | - | - |
| 04/2000 | 0.44% | 2.38% | 2.6 | 0 | 0 | 0 | 1% | - | - |
| 03/2000 | 1.3% | 1.93% | 2.5 | 0 | 0 | 0 | 1% | - | - |
| 02/2000 | 0.32% | 0.62% | 2.5 | 0 | 0 | 0 | 1% | - | - |
| 01/2000 | 0.3% | 0.3% | 2.5 | 0 | 0 | 0 | 1% | - | - |
| 12/1999 | 1.03% | 8.89% | 2.5 | 0.1 | 0.1 | 0 | - | - | - |
| 11/1999 | 0.77% | 7.78% | 2.5 | 0 | 0.1 | 0 | - | - | - |
| 10/1999 | 0.31% | 6.96% | 2.5 | 0 | 0 | 0 | - | - | - |
| 09/1999 | 0.6% | 6.63% | 2.5 | 0 | 0 | 0 | - | - | - |
| 08/1999 | 1.6% | 5.99% | 2.5 | 0 | 0 | 0 | - | - | - |
| 07/1999 | 1.15% | 4.32% | 2.5 | 0 | 0.1 | 0 | - | - | - |
| 06/1999 | -0.45% | 3.14% | 2.6 | 0 | 0 | 0 | - | - | - |
| 05/1999 | 0.88% | 3.6% | 2.6 | 0 | 0 | 0 | - | - | - |
| 04/1999 | 1.5% | 2.7% | 2.5 | 0 | 0 | 0 | - | - | - |
| 03/1999 | 0.96% | 1.18% | 2.5 | 0 | 0 | 0 | - | - | - |
| 02/1999 | 0.36% | 0.22% | 2.5 | 0 | 0 | 0 | - | - | - |
| 01/1999 | -0.14% | -0.14% | 2.5 | 0 | 0 | 0 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של הפניקס מרכזית לפיצויים עד 15% מניות?
ב-07/2026: 0.15% לחודש, 2.43% מתחילת השנה, 21.11% ל-3 שנים ו-20.59% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בהפניקס מרכזית לפיצויים עד 15% מניות?
0.64% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם הפניקס מרכזית לפיצויים עד 15% 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 · 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.