פסגות שיא השתלמות כללי: תשואה, דמי ניהול וסיכון
הקרן הפסיקה לדווח ב-10/2021 (מוזגה או נסגרה) - הנתונים היסטוריים
פסגות שיא השתלמות כללי מנוהלת על ידי פסגות קופות גמל ופנסיה בע"מ, בסיווג קרנות השתלמות, פעילה מ-1979; 274 חודשי דיווח מ-01/1999 עד 10/2021.
תשואה 10/2021
-
מתחילת השנה
-
3 שנים מצטבר
-
5 שנים מצטבר
-
דמי ניהול מצבירה
0.68%
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 188 מתוך 217 בקטגוריה.
- דמי ניהול ממוצעים מהצבירה: 0.68% לשנה (מקום 169 מתוך 208 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-12,756 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -29.8% 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 | 14.8% | 4.05% | 8.54% | -1% | 14.98% | 8.51% | 12.52% | 7.23% | 8.23% | -28.67% | 37.02% | 10.13% | -3.95% | 11.11% | 10.52% | 5.69% | 2.65% | 2.75% | 7.13% | -0.75% | 11.37% | 4.05% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2020.
דירוג בקטגוריה קרנות השתלמות (10/2021)
דירוג לפי הנתון בלבד, מתוך 217 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 0 | 188 / 217 |
| דמי ניהול מצבירה (נמוך = 1) | 0.68% | 169 / 208 |
| תשואה מתחילת השנה | - | - |
| תשואה 3 שנים | - | - |
| תשואה 5 שנים | - | - |
| מדד שארפ | - | - |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הלמן-אלדובי השתלמות כללי 0 מ' ש"ח
- הלמן-אלדובי השתלמות אג"ח עד 25% במניות 0 מ' ש"ח
- פסגות שיא השתלמות אג"ח 0 מ' ש"ח
- פסגות שיא השתלמות כספי 0 מ' ש"ח
- פסגות שיא השתלמות 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 | 0.68% | - | - |
| 09/2021 | -1.24% | 7.63% | 8,672.1 | 42.9 | 32.4 | -102.8 | 0.68% | 4,063.6% | 3,680.7% |
| 08/2021 | 1.07% | 8.98% | 8,871.2 | 51.8 | 54.3 | -121.6 | 0.68% | 4,262% | 3,929.4% |
| 07/2021 | -0.05% | 7.83% | 8,905.9 | 51.8 | 51.8 | -94.9 | 0.68% | 4,238.4% | 3,964.8% |
| 06/2021 | 0.45% | 7.88% | 9,019.6 | 56.2 | 49.3 | -110.5 | 0.68% | 4,220.1% | 4,195.7% |
| 05/2021 | 1.45% | 7.4% | 9,086.5 | 47.7 | 42.7 | -56.9 | 0.68% | 4,495.2% | 4,096.3% |
| 04/2021 | 1.99% | 5.86% | 9,069.4 | 44 | 97.3 | -104.7 | 0.68% | 4,450.2% | 4,156.4% |
| 03/2021 | 1.74% | 3.8% | 8,998.7 | 48.1 | 52.7 | -170 | 0.68% | 4,462% | 4,181.9% |
| 02/2021 | 1.06% | 2.02% | 9,023.1 | 58 | 47 | -111.3 | 0.68% | 4,280.2% | 3,993.4% |
| 01/2021 | 0.95% | 0.95% | 9,031.4 | 50.7 | 51.5 | -128.1 | 0.68% | 4,267.1% | 4,007.6% |
| 12/2020 | 1.92% | 4.05% | 9,079.7 | 98.2 | 50.2 | -128 | 0.69% | 4,080.2% | 3,856.8% |
| 11/2020 | 4.43% | 2.09% | 8,992.5 | 58.5 | 59.1 | -108.6 | 0.69% | 3,753.1% | 3,692.7% |
| 10/2020 | 0.15% | -2.24% | 8,721.5 | 43.2 | 42.7 | -109.2 | 0.69% | 3,423.3% | 3,472.9% |
| 09/2020 | -1.25% | -2.39% | 8,823.3 | 52.6 | 41.3 | -96 | 0.69% | 3,326.2% | 3,407.7% |
| 08/2020 | 2.63% | -1.15% | 9,024.6 | 55.7 | 50.7 | -135.7 | 0.69% | 3,429.5% | 3,419.4% |
| 07/2020 | 2.42% | -3.69% | 8,928.7 | 54.7 | 51.7 | -143.7 | 0.69% | 3,567.6% | 3,615.5% |
| 06/2020 | -0.56% | -5.96% | 8,860.3 | 48.5 | 45.4 | -109.9 | 0.69% | 3,412.2% | 3,470.7% |
| 05/2020 | 1.37% | -5.43% | 9,021.3 | 54.5 | 38.7 | -75.4 | 0.69% | 3,691.4% | 3,647.6% |
| 04/2020 | 5.4% | -6.71% | 8,963.6 | 53.1 | 24.3 | -66.7 | 0.69% | 3,652.2% | 3,513.1% |
| 03/2020 | -9.25% | -11.49% | 8,547.2 | 67.6 | 91.5 | -201.9 | 0.69% | 3,303.1% | 3,300.6% |
| 02/2020 | -2.45% | -2.47% | 9,674.2 | 62 | 66.1 | -107.7 | 0.69% | 3,736% | 3,406.3% |
| 01/2020 | -0.02% | -0.02% | 10,035.4 | 65.2 | 51.4 | -99.9 | 0.69% | 3,887.1% | 3,613.8% |
| 12/2019 | 0.75% | 11.37% | 10,129.1 | 131.5 | 59.6 | -106 | 0.72% | 3,653.8% | 3,401.4% |
| 11/2019 | 0.84% | 10.54% | 10,093.5 | 62.2 | 45 | -63.1 | 0.72% | 3,597% | 3,368.6% |
| 10/2019 | 1.21% | 9.62% | 10,061.2 | 64.4 | 43.9 | -69.6 | 0.72% | 3,549.9% | 3,331.1% |
| 09/2019 | 1.31% | 8.31% | 9,994.8 | 69 | 45.3 | -39.5 | 0.72% | 3,424.9% | 3,234.6% |
| 08/2019 | -0.48% | 6.91% | 9,886.7 | 61.8 | 52.9 | -61.7 | 0.72% | 3,341% | 3,208.9% |
| 07/2019 | 0.55% | 7.43% | 9,993.1 | 71.1 | 61.5 | -55 | 0.72% | 3,578.8% | 3,290.5% |
| 06/2019 | 1.73% | 6.84% | 9,988.9 | 69.5 | 68.5 | -53 | 0.72% | 3,601.7% | 3,343.1% |
| 05/2019 | -0.98% | 5.02% | 9,876 | 66 | 54.7 | -53 | 0.72% | 3,505.3% | 3,288.7% |
| 04/2019 | 1.59% | 6.06% | 10,021.4 | 63.5 | 45.3 | -37.8 | 0.72% | 3,667.9% | 3,400.9% |
| 03/2019 | 0.67% | 4.4% | 9,890.3 | 74.7 | 59 | -26.2 | 0.72% | 3,534% | 3,309.7% |
| 02/2019 | 1.05% | 3.71% | 9,841 | 80.2 | 73.2 | -4.2 | 0.72% | 3,548.4% | 3,313.6% |
| 01/2019 | 2.63% | 2.63% | 9,741.9 | 70.2 | 68.6 | 2.8 | 0.72% | 3,550.9% | 3,338.6% |
| 12/2018 | -2.79% | -0.75% | 9,495 | 141.6 | 51.8 | -12.6 | 0.76% | 3,331% | 3,310.5% |
| 11/2018 | 0.56% | 2.1% | 9,693.2 | 61.3 | 50.8 | -34.4 | 0.76% | 3,502.6% | 3,400.6% |
| 10/2018 | -1.83% | 1.53% | 9,668.8 | 61.7 | 59.1 | -40.1 | 0.76% | 3,409.5% | 3,393.4% |
| 09/2018 | 0.14% | 3.42% | 9,892.1 | 68.1 | 30.7 | -25.2 | 0.76% | 3,662.2% | 3,430.9% |
| 08/2018 | 1.05% | 3.28% | 9,871.9 | 66.1 | 55.1 | -56.3 | 0.76% | 3,606.4% | 3,416.3% |
| 07/2018 | 1.37% | 2.2% | 9,820.8 | 72.8 | 53.1 | -69.2 | 0.76% | 3,547% | 3,454.9% |
| 06/2018 | -0.07% | 0.82% | 9,744.5 | 71.4 | 57.2 | -41.7 | 0.76% | 3,427.4% | 3,399.2% |
| 05/2018 | 0.33% | 0.89% | 9,784.7 | 65.7 | 53.7 | -54.8 | 0.76% | 3,465.9% | 3,318% |
| 04/2018 | 0.89% | 0.56% | 9,801.5 | 77 | 48 | -47.5 | 0.76% | 3,473.5% | 3,308.9% |
| 03/2018 | -0.66% | -0.33% | 9,739 | 66.3 | 48.7 | -50.4 | 0.76% | 3,394.6% | 3,231.8% |
| 02/2018 | -1.05% | 0.34% | 9,843.2 | 73.1 | 70.2 | -58 | 0.76% | 3,494.5% | 3,279.9% |
| 01/2018 | 1.4% | 1.4% | 10,008.6 | 70.1 | 69.6 | -58.9 | 0.76% | 3,576.6% | 3,267.6% |
| 12/2017 | 0.71% | 7.13% | 9,934.7 | 173.4 | 54.2 | -52.1 | 0.8% | 3,524.9% | 3,100.6% |
| 11/2017 | 0.72% | 6.37% | 9,803.8 | 77.6 | 52.8 | -21.4 | 0.8% | 3,459.9% | 3,267.8% |
| 10/2017 | 0.93% | 5.61% | 9,736.8 | 75.4 | 53.6 | -44.8 | 0.8% | 3,302.3% | 3,156.1% |
| 09/2017 | 0.26% | 4.64% | 9,675.9 | 76.1 | 39.8 | -31.3 | 0.8% | 3,330.7% | 3,132.7% |
| 08/2017 | 0.23% | 4.37% | 9,653.1 | 73.3 | 51.5 | -29.6 | 0.8% | 3,327.5% | 3,128.1% |
| 07/2017 | 1.15% | 4.13% | 9,644.3 | 80.2 | 59.2 | -49.9 | 0.8% | 3,260.7% | 3,087.7% |
| 06/2017 | -0.59% | 2.95% | 9,569.4 | 73 | 63.2 | -69.2 | 0.8% | 3,273.3% | 3,057.4% |
| 05/2017 | 1.12% | 3.56% | 9,691 | 69.4 | 51.6 | -44.9 | 0.8% | 3,391.1% | 3,141.6% |
| 04/2017 | 1.15% | 2.41% | 9,617.1 | 79.2 | 54.8 | -58 | 0.8% | 3,374.3% | 3,187.8% |
| 03/2017 | 0.28% | 1.24% | 9,547.6 | 66.1 | 65.5 | -75.7 | 0.8% | 3,301.1% | 3,113.6% |
| 02/2017 | 0.6% | 0.96% | 9,601.5 | 73.1 | 71.2 | -54.9 | 0.8% | 3,347.4% | 2,963.8% |
| 01/2017 | 0.36% | 0.36% | 9,603.1 | 81.8 | 74.5 | -87.4 | 0.8% | 3,316% | 3,003.2% |
| 12/2016 | 0.8% | 2.75% | 9,654.6 | 170.4 | 58.4 | -38.4 | 0.84% | 3,287.2% | 3,003.2% |
| 11/2016 | 0.32% | 1.93% | 9,511.5 | 70.7 | 66.8 | -39.2 | 0.84% | 3,247.1% | 2,912.8% |
| 10/2016 | 0.13% | 1.61% | 9,522.9 | 85.5 | 32.4 | -15.3 | 0.84% | 3,198.9% | 2,930.1% |
| 09/2016 | -0.54% | 1.48% | 9,479.4 | 71.4 | 53.1 | -40.2 | 0.84% | 3,287.5% | 3,055.4% |
| 08/2016 | 0.24% | 2.03% | 9,558.7 | 76.5 | 56.1 | -15.5 | 0.84% | 3,276.1% | 2,973.3% |
| 07/2016 | 1.99% | 1.78% | 9,536.9 | 84.7 | 59 | 2.8 | 0.84% | 3,193% | 2,891.3% |
| 06/2016 | -0.63% | -0.2% | 9,330 | 69.6 | 56.6 | 10.4 | 0.84% | 2,866.5% | 2,616.2% |
| 05/2016 | 0.51% | 0.43% | 9,370.7 | 85.2 | 66.1 | 32.5 | 0.84% | 2,983.7% | 2,660.5% |
| 04/2016 | 1% | -0.08% | 9,277.8 | 69.3 | 52.3 | 35 | 0.84% | 2,931.4% | 2,631.8% |
| 03/2016 | 0.88% | -1.07% | 9,140.7 | 82.5 | 56 | 28.8 | 0.84% | 2,804.7% | 2,497% |
| 02/2016 | -0.63% | -1.93% | 9,012.7 | 79.1 | 71.7 | 19.6 | 0.84% | 2,672.8% | 2,498.3% |
| 01/2016 | -1.31% | -1.31% | 9,049.1 | 71.4 | 59.4 | 26.1 | 0.84% | 2,785.1% | 2,521.2% |
| 12/2015 | -0.94% | 2.65% | 8,929.3 | 177.6 | 51.3 | 39.4 | 0.9% | 2,861.3% | 2,702.7% |
| 11/2015 | -0.14% | 3.62% | 8,852.4 | 77.7 | 50.8 | 9.4 | 0.9% | 2,858.7% | 2,673.7% |
| 10/2015 | 2.29% | 3.77% | 8,834.3 | 69 | 45.3 | 12.3 | 0.9% | 2,626.8% | 2,404.2% |
| 09/2015 | -1.66% | 1.45% | 8,607.5 | 64.5 | 31.6 | 3.6 | 0.9% | 2,445.1% | 2,233% |
| 08/2015 | -1.45% | 3.16% | 8,722.1 | 74.1 | 53.9 | 11.5 | 0.9% | 2,634.8% | 2,342.3% |
| 07/2015 | 1.67% | 4.68% | 8,823.3 | 66.3 | 48.8 | 0.6 | 0.9% | 2,830.1% | 2,433.9% |
| 06/2015 | -2.18% | 2.96% | 8,666.4 | 66.5 | 51.1 | -14.3 | 0.9% | 2,726.1% | 2,341.7% |
| 05/2015 | 0.29% | 5.25% | 8,864.9 | 67.1 | 51.8 | -18.7 | 0.9% | 2,806.7% | 2,426.7% |
| 04/2015 | 0.39% | 4.95% | 8,849 | 65.5 | 47.4 | -23.6 | 0.9% | 2,790.9% | 2,340.4% |
| 03/2015 | 1.24% | 4.54% | 8,827.2 | 73 | 56.3 | -1.1 | 0.9% | 2,854.8% | 2,392% |
| 02/2015 | 2.42% | 3.26% | 8,709 | 65.3 | 71.1 | -6.2 | 0.9% | 2,780.2% | 2,368.7% |
| 01/2015 | 0.82% | 0.82% | 8,520.1 | 67.9 | 60.9 | -19.2 | 0.9% | 2,670.7% | 2,309.1% |
| 12/2014 | -1.27% | 5.69% | 8,470.1 | 173.1 | 64.1 | -9.5 | 1% | 2,677.1% | 2,280.5% |
| 11/2014 | 1.39% | 7.05% | 8,484.1 | 73.3 | 53.1 | -21.5 | 1% | 2,751.8% | 2,310.3% |
| 10/2014 | -0.11% | 5.58% | 8,375.4 | 60.2 | 40.1 | -17.1 | 1% | 2,661.8% | 2,184.3% |
| 09/2014 | 0.98% | 5.7% | 8,388 | 61 | 47.8 | -26.4 | 1% | 2,681.2% | 2,203.2% |
| 08/2014 | 2.02% | 4.67% | 8,325.5 | 64.4 | 46.6 | -18.8 | 1% | 2,838.6% | 2,332.9% |
| 07/2014 | -0.03% | 2.6% | 8,168 | 68.9 | 59.6 | -14.6 | 1% | 2,726.1% | 2,178.9% |
| 06/2014 | -0.17% | 2.63% | 8,181.6 | 68.1 | 61.2 | -22.6 | 1% | 2,673.4% | 2,082.5% |
| 05/2014 | 1.11% | 2.81% | 8,218.4 | 63.6 | 52.9 | 0.3 | 1% | 2,648.6% | 1,974.4% |
| 04/2014 | -0.17% | 1.68% | 8,123.2 | 63.7 | 45.3 | 8 | 1% | 2,510.8% | 1,859.8% |
| 03/2014 | 0.62% | 1.85% | 8,116.7 | 65.4 | 62.4 | 0.5 | 1% | 2,664.2% | 1,934.5% |
| 02/2014 | 1.58% | 1.22% | 8,069.1 | 61 | 80 | -0.9 | 1% | 2,641.3% | 1,924.2% |
| 01/2014 | -0.35% | -0.35% | 7,970.4 | 68.9 | 69.1 | -3.9 | 1% | 2,566.7% | 1,983.6% |
| 12/2013 | -0.01% | 10.52% | 5,758.3 | 136.6 | 49.5 | -11.6 | 1.04% | 1,896.6% | 1,514.2% |
| 11/2013 | 1.65% | 10.53% | 5,687.9 | 43.8 | 42.4 | -14.4 | 1.04% | 1,888.7% | 1,517.2% |
| 10/2013 | 1.56% | 8.74% | 5,613.1 | 46.9 | 49.9 | -13 | 1.04% | 1,855.5% | 1,565.8% |
| 09/2013 | 2.16% | 7.07% | 5,547.1 | 42.8 | 42.3 | -15.2 | 1.04% | 1,715.3% | 1,470.9% |
| 08/2013 | -0.33% | 4.8% | 5,449.1 | 41.8 | 37.3 | -24.4 | 1.04% | 1,700.4% | 1,479.4% |
| 07/2013 | 1.69% | 5.15% | 5,491.8 | 43.9 | 55.1 | -31.3 | 1.04% | 1,737.1% | 1,494.2% |
| 06/2013 | -1.7% | 3.4% | 5,447 | 46.9 | 52.7 | -19.2 | 1.04% | 1,678.2% | 1,405.3% |
| 05/2013 | 1.76% | 5.19% | 5,571.4 | 40.6 | 49.7 | -18.7 | 1.04% | 1,686.6% | 1,599% |
| 04/2013 | 0.8% | 3.37% | 5,507.5 | 44.8 | 57.4 | -21.3 | 1.04% | 1,615.6% | 1,544.2% |
| 03/2013 | 0.69% | 2.55% | 5,502.3 | 43.1 | 47.8 | -23.2 | 1.04% | 1,703.4% | 1,580.1% |
| 02/2013 | 0.72% | 1.85% | 5,496.7 | 41.1 | 76.1 | -25.9 | 1.04% | 1,673.6% | 1,457.9% |
| 01/2013 | 1.12% | 1.12% | 5,522.5 | 44.3 | 69 | -40.4 | 1.04% | 1,648.4% | 1,642.8% |
| 12/2012 | 0.2% | 11.11% | 5,530.4 | 142.9 | 48.2 | -57.2 | 1.05% | 1,591.3% | 1,462.7% |
| 11/2012 | 1.17% | 10.89% | 5,486.4 | 43.7 | 36.8 | -33.9 | 1.05% | 1,607.7% | 1,425.9% |
| 10/2012 | 1.84% | 9.61% | 5,454.7 | 52.2 | 48.7 | -30.4 | 1.05% | 1,541.3% | 1,342.3% |
| 09/2012 | 2.08% | 7.63% | 5,387.4 | 40.9 | 50.7 | -38.7 | 1.05% | 1,481.4% | 1,359.4% |
| 08/2012 | 0.57% | 5.44% | 5,330.5 | 48.6 | 54.8 | -51.9 | 1.05% | 1,465.9% | 1,367.7% |
| 07/2012 | 2.25% | 4.84% | 5,362.8 | 51.4 | 49.6 | -39 | 1.05% | 1,420% | 1,380.7% |
| 06/2012 | -0.27% | 2.53% | 5,285.8 | 42.9 | 56.8 | -31.7 | 1.05% | 1,463.8% | 1,362.6% |
| 05/2012 | -2.55% | 2.81% | 5,350.1 | 48.7 | 62.4 | -32.5 | 1.05% | 1,505.6% | 1,301.4% |
| 04/2012 | 1.12% | 5.5% | 5,541.8 | 48 | 52.6 | -26.7 | 1.05% | 1,543% | 1,352.4% |
| 03/2012 | 1.43% | 4.33% | 5,516.2 | 44 | 43.6 | -38.5 | 1.05% | 1,504% | 1,298.1% |
| 02/2012 | 0.41% | 2.86% | 5,481.2 | 46.5 | 87.9 | -43.6 | 1.05% | 1,560.8% | 1,420.9% |
| 01/2012 | 2.44% | 2.44% | 5,548.5 | 62.1 | 74 | -58.8 | 1.05% | 1,482.8% | 1,451.4% |
| 12/2011 | 0.88% | -3.95% | 4,643 | 119.7 | 53.3 | -37.1 | 1.06% | 1,217.9% | 1,208.2% |
| 11/2011 | -1.92% | -4.79% | 4,577.8 | 43.4 | 39.1 | -34.8 | 1.06% | 1,221.2% | 1,175.7% |
| 10/2011 | 3.24% | -2.92% | 4,702.8 | 41.6 | 36 | -27.8 | 1.06% | 1,239% | 1,093.9% |
| 09/2011 | -2.05% | -5.97% | 4,581.3 | 36.6 | 38.5 | -26.2 | 1.06% | 1,146.3% | 976.6% |
| 08/2011 | -2.78% | -4% | 4,709.7 | 41.9 | 52.5 | -34 | 1.06% | 1,213.2% | 1,128.1% |
| 07/2011 | 0.23% | -1.26% | 4,894.8 | 46 | 47.8 | -32.4 | 1.06% | 1,261.3% | 1,060.4% |
| 06/2011 | -1.24% | -1.48% | 4,921.6 | 41.5 | 48.8 | -29.9 | 1.06% | 1,301.8% | 1,045.5% |
| 05/2011 | -0.91% | -0.24% | 5,025.4 | 45.6 | 46.3 | -26.5 | 1.06% | 1,399.9% | 1,035.9% |
| 04/2011 | 0% | 0.67% | 5,103.6 | 35.8 | 33.9 | -20 | 1.06% | 1,503.5% | 1,036.2% |
| 03/2011 | 0.12% | 0.67% | 5,126.4 | 42.5 | 50.4 | -39.2 | 1.06% | 1,626.9% | 1,069.5% |
| 02/2011 | 0.22% | 0.55% | 5,172.2 | 40.4 | 76.3 | -33.5 | 1.06% | 1,533.9% | 978% |
| 01/2011 | 0.33% | 0.33% | 5,234.6 | 52.5 | 63.5 | -59.7 | 1.06% | 1,675.8% | 908.3% |
| 12/2010 | 1.61% | 10.13% | 5,292.2 | 146.5 | 50.3 | -30.3 | 1.02% | 1,671.4% | 788.5% |
| 11/2010 | -0.7% | 8.38% | 5,147.8 | 46.2 | 38.8 | -30.8 | 1.02% | 1,601.8% | 777.7% |
| 10/2010 | 2.84% | 9.14% | 5,212.3 | 46.4 | 43.1 | -26.6 | 1.02% | 1,657.6% | 747.3% |
| 09/2010 | 2.01% | 6.13% | 5,095.6 | 40.9 | 30.6 | -16.1 | 1.02% | 1,582.5% | 659% |
| 08/2010 | 1.02% | 4.04% | 5,005.6 | 46.5 | 42.9 | -28.7 | 1.02% | 1,480.1% | 479.3% |
| 07/2010 | 2.26% | 2.99% | 4,984.1 | 43.6 | 38.7 | -24.5 | 1.02% | 1,535% | 425.5% |
| 06/2010 | 0.4% | 0.71% | 4,897.7 | 44.1 | 44.5 | -29.2 | 1.02% | 1,503.2% | 425% |
| 05/2010 | -2.71% | 0.31% | 4,912 | 47.3 | 62 | -37.7 | 1.02% | 1,612.8% | 427.2% |
| 04/2010 | -1.1% | 3.11% | 5,106.3 | 40.7 | 46.9 | -21.4 | 1.02% | 1,578.5% | 373.8% |
| 03/2010 | 2.22% | 4.25% | 5,195.1 | 48.5 | 52.6 | -28.5 | 1.02% | 1,641.5% | 410.1% |
| 02/2010 | 1.39% | 1.99% | 5,118.7 | 37.6 | 68.7 | -15.9 | 1.02% | 1,567.5% | 394.6% |
| 01/2010 | 0.59% | 0.59% | 5,099.6 | 49.2 | 76.7 | -26.1 | 1.02% | 1,517.9% | 453% |
| 12/2009 | 1.19% | 37.02% | 5,126.9 | 165.4 | 63.8 | -32.2 | 1% | 1,620.9% | 456.2% |
| 11/2009 | 2.07% | 35.4% | 5,002.2 | 50.7 | 39.5 | -20.4 | 1% | 1,570% | 218.8% |
| 10/2009 | 2.39% | 32.66% | 4,914.2 | 44.1 | 39.5 | -18.5 | 1% | 1,454.5% | 346.5% |
| 09/2009 | 1.06% | 29.56% | 4,817.3 | 46.5 | 37.6 | -16.2 | 1% | 1,434.3% | 414.6% |
| 08/2009 | 1.45% | 28.2% | 4,778 | 50.2 | 46.9 | -23.1 | 1% | 1,303.1% | 429.9% |
| 07/2009 | 2.78% | 26.37% | 4,732.9 | 44.2 | 38.5 | -32.9 | 1% | 1,244.2% | 399.7% |
| 06/2009 | 3.05% | 22.95% | 4,636.5 | 46.9 | 40.7 | -31.2 | 1% | 1,154.7% | 401.3% |
| 05/2009 | 2.42% | 19.31% | 4,527.6 | 46.7 | 38.1 | -59.4 | 1% | 1,094.6% | 372.5% |
| 04/2009 | 4.51% | 16.49% | 4,474.8 | 45.2 | 33.3 | -27.4 | 1% | 991.5% | 351% |
| 03/2009 | 2.96% | 11.47% | 4,299.1 | 53.3 | 56.5 | -82.4 | 1% | 838.4% | 341.9% |
| 02/2009 | 1.55% | 8.26% | 4,265.7 | 47.6 | 64.5 | -99.2 | 1% | 723.6% | 342.1% |
| 01/2009 | 6.61% | 6.61% | 4,318.1 | 45.2 | 103.9 | -134.1 | 1% | 747.5% | 351.7% |
| 12/2008 | -3.05% | -28.67% | 4,238.4 | 152.4 | 153.4 | -142.5 | 0.63% | 623.4% | 328.3% |
| 11/2008 | -4.68% | -26.42% | 4,522.8 | 60.6 | 126.4 | -62.2 | 0.63% | 694.9% | 379.9% |
| 10/2008 | -11.12% | -22.81% | 4,898.6 | 56.8 | 143.1 | -69.7 | 0.63% | 834.2% | 421.4% |
| 09/2008 | -7.24% | -13.15% | 5,665.5 | 53.7 | 136.1 | -89.6 | 0.63% | 1,328.1% | 363.5% |
| 08/2008 | -0.28% | -6.38% | 6,290.7 | 59.2 | 85.9 | -85 | 0.63% | 1,683.8% | 633.1% |
| 07/2008 | -1.85% | -6.11% | 6,425 | 63.8 | 104.6 | -80.5 | 0.63% | 1,696% | 621.6% |
| 06/2008 | -2.15% | -4.34% | 6,674.4 | 66.4 | 95.3 | -65.1 | 0.63% | 1,853.1% | 628.2% |
| 05/2008 | 1.95% | -2.24% | 6,921.2 | 58.4 | 76.5 | -52 | 0.63% | 2,033.2% | 535.5% |
| 04/2008 | 2.48% | -4.11% | 6,863.6 | 62 | 77.4 | -69.3 | 0.63% | 1,823.6% | 539.6% |
| 03/2008 | -4.02% | -6.43% | 6,787.8 | 69 | 100.9 | -48.9 | 0.63% | 1,841% | 717.3% |
| 02/2008 | 1.74% | -2.51% | 7,159.9 | 56.4 | 93.7 | -39 | 0.63% | 2,104.7% | 576.3% |
| 01/2008 | -4.18% | -4.18% | 7,117.2 | 66 | 110.4 | -70.9 | 0.63% | 2,028.8% | 509.3% |
| 12/2007 | -0.12% | 8.23% | 7,549.7 | 275.6 | 91.7 | -92.5 | 0.6% | - | - |
| 11/2007 | -1.52% | 8.36% | 7,468.4 | 65 | 55.6 | -66.2 | 0.6% | - | - |
| 10/2007 | 3% | 10.04% | 7,647.3 | 71.7 | 68.2 | -62.4 | 0.6% | - | - |
| 09/2007 | 1.88% | 6.83% | 7,486.5 | 69.7 | 58.6 | -63.9 | 0.6% | - | - |
| 08/2007 | -2.42% | 4.86% | 7,404.9 | 63.7 | 72.4 | -96 | 0.6% | - | - |
| 07/2007 | -0.88% | 7.46% | 7,699 | 78.9 | 72.1 | -88.1 | 0.6% | - | - |
| 06/2007 | -0.29% | 8.41% | 7,852.2 | 65.1 | 89.5 | -81.4 | 0.6% | - | - |
| 05/2007 | 2.76% | 8.73% | 7,956.5 | 73.6 | 85 | 51.9 | 0.6% | - | - |
| 04/2007 | 2.53% | 5.81% | 7,856.9 | 76.1 | 223.7 | -91.5 | 0.6% | - | - |
| 03/2007 | 0.29% | 3.2% | 7,749.7 | 67.4 | 68.4 | -114.4 | 0.6% | - | - |
| 02/2007 | 1.11% | 2.9% | 7,847.3 | 70.1 | 89.6 | -114.3 | 0.6% | - | - |
| 01/2007 | 1.77% | 1.77% | 7,897.3 | 72.4 | 120.9 | -130.4 | 0.6% | - | - |
| 12/2006 | 0.29% | 7.23% | 7,941.5 | 293.2 | 93.7 | -99.9 | 0.61% | - | - |
| 11/2006 | 1.16% | 6.92% | 7,823.3 | 82.1 | 73.3 | -83.1 | 0.61% | - | - |
| 10/2006 | 2.42% | 5.7% | 7,811.7 | 78.6 | 74.3 | -55.3 | 0.61% | - | - |
| 09/2006 | 0.7% | 3.2% | 7,681.8 | 79.1 | 63.9 | -53.8 | 0.61% | - | - |
| 08/2006 | 0.49% | 2.48% | 7,670.5 | 82.2 | 76.7 | -68.2 | 0.61% | - | - |
| 07/2006 | 1.05% | 1.98% | 7,699.3 | 80.9 | 83.4 | -57.6 | 0.61% | - | - |
| 06/2006 | -2.13% | 0.92% | 7,683.6 | 80.9 | 71.2 | -64.8 | 0.61% | - | - |
| 05/2006 | -0.11% | 3.12% | 7,910 | 84.2 | 98.1 | -57.9 | 0.61% | - | - |
| 04/2006 | 1.73% | 3.23% | 7,993.7 | 80.9 | 76.4 | -29.6 | 0.61% | - | - |
| 03/2006 | 0.72% | 1.48% | 7,886.6 | 84.1 | 75.2 | -59 | 0.61% | - | - |
| 02/2006 | -0.62% | 0.75% | 7,884.5 | 78.6 | 90 | -54.4 | 0.61% | - | - |
| 01/2006 | 1.38% | 1.38% | 8,003.8 | 82.1 | 127.1 | -71.2 | 0.61% | - | - |
| 12/2005 | 0.37% | 12.52% | 8,013.6 | 320 | 98.7 | -63.3 | 0.61% | - | - |
| 11/2005 | 0.05% | 12.1% | 7,830.8 | 96.7 | 71.1 | -39.8 | 0.61% | - | - |
| 10/2005 | 0.28% | 12.04% | 7,845.3 | 84.8 | 51.4 | -34.5 | 0.61% | - | - |
| 09/2005 | 2.04% | 11.73% | 7,828.5 | 86.8 | 62.3 | -53.6 | 0.61% | - | - |
| 08/2005 | 1.85% | 9.5% | 7,704.5 | 88.3 | 74.6 | -55.5 | 0.61% | - | - |
| 07/2005 | 2.96% | 7.51% | 7,610.1 | 88 | 74.1 | -46.6 | 0.61% | - | - |
| 06/2005 | -0.82% | 4.42% | 7,427.3 | 87.7 | 80.2 | -69 | 0.61% | - | - |
| 05/2005 | 1.66% | 5.28% | 7,553.7 | 91.4 | 77.9 | -74.2 | 0.61% | - | - |
| 04/2005 | 0.99% | 3.56% | 7,494.1 | 87.3 | 123.6 | -136.4 | 0.61% | - | - |
| 03/2005 | 0.09% | 2.55% | 7,595.9 | 93.9 | 106.4 | -123 | 0.61% | - | - |
| 02/2005 | 1.1% | 2.45% | 7,727.9 | 92.5 | 130.5 | -86.7 | 0.61% | - | - |
| 01/2005 | 1.34% | 1.34% | 7,773 | 89.4 | 95 | -64.1 | 0.61% | - | - |
| 12/2004 | 2.07% | 8.51% | 7,744.5 | 328.4 | 96.1 | -59.4 | 0.6% | - | - |
| 11/2004 | 1.65% | 6.31% | 7,424.6 | 107.7 | 60.3 | -25 | 0.6% | - | - |
| 10/2004 | 0.14% | 4.59% | 7,286.5 | 99.6 | 72.6 | -44.9 | 0.6% | - | - |
| 09/2004 | 0.82% | 4.44% | 7,298.2 | 93.3 | 76.2 | -39.5 | 0.6% | - | - |
| 08/2004 | -0.02% | 3.59% | 7,265.5 | 101.5 | 76.6 | -38.3 | 0.6% | - | - |
| 07/2004 | -0.7% | 3.61% | 7,283.7 | 96.3 | 71 | -30.2 | 0.6% | - | - |
| 06/2004 | 1.16% | 4.34% | 7,342.5 | 99.4 | 77.9 | -28.6 | 0.6% | - | - |
| 05/2004 | 1.04% | 3.15% | 7,269.6 | 100.1 | 73.3 | -26.8 | 0.6% | - | - |
| 04/2004 | 0.32% | 2.08% | 7,199.4 | 99.1 | 87.3 | -22.2 | 0.6% | - | - |
| 03/2004 | 0.88% | 1.76% | 7,190.9 | 100.8 | 83.4 | -26.7 | 0.6% | - | - |
| 02/2004 | 0.23% | 0.87% | 7,141.9 | 99.5 | 131.7 | -26 | 0.6% | - | - |
| 01/2004 | 0.64% | 0.64% | 7,187.6 | 96 | 102.9 | -19.3 | 0.6% | - | - |
| 12/2003 | 1.1% | 14.98% | 7,171.9 | 313.6 | 99.8 | -14.4 | 0.62% | - | - |
| 11/2003 | 1.54% | 13.73% | 6,901.2 | 108.9 | 66.1 | -7.1 | 0.62% | - | - |
| 10/2003 | 1.69% | 12% | 6,765.7 | 104 | 71.4 | -10 | 0.62% | - | - |
| 09/2003 | 1.58% | 10.14% | 6,635.5 | 98.3 | 79 | -11 | 0.62% | - | - |
| 08/2003 | 0.09% | 8.43% | 6,528.2 | 101.8 | 81.3 | -9.7 | 0.62% | - | - |
| 07/2003 | -0.82% | 8.33% | 6,515.2 | 103.6 | 91.9 | -6.7 | 0.62% | - | - |
| 06/2003 | 1.83% | 9.22% | 6,565.6 | 103 | 86.2 | -5.9 | 0.62% | - | - |
| 05/2003 | 2.09% | 7.26% | 6,441.7 | 115.8 | 133.9 | -6.9 | 0.62% | - | - |
| 04/2003 | 2.6% | 5.07% | 6,339.6 | 84.8 | 100.1 | -3.8 | 0.62% | - | - |
| 03/2003 | 1.47% | 2.4% | 6,203.7 | 103.1 | 119.6 | -6.5 | 0.62% | - | - |
| 02/2003 | 0.91% | 0.92% | 6,141.2 | 99.8 | 162.2 | 3.5 | 0.62% | - | - |
| 01/2003 | 0.01% | 0.01% | 6,148.3 | 97 | 98.3 | -3.4 | 0.62% | - | - |
| 12/2002 | -1.05% | -1% | 6,155.2 | 323.8 | 124.4 | -4.6 | 0.64% | - | - |
| 11/2002 | 2.92% | 0.05% | 6,023.4 | 108.2 | 120.6 | -2.4 | 0.64% | - | - |
| 10/2002 | -0.06% | -2.79% | 5,874.4 | 106.6 | 102.9 | -0.7 | 0.64% | - | - |
| 09/2002 | -1.75% | -2.73% | 5,877.5 | 101.9 | 113.3 | -1.8 | 0.64% | - | - |
| 08/2002 | 0.33% | -1% | 5,996 | 102.5 | 127.6 | -2.2 | 0.64% | - | - |
| 07/2002 | 0.9% | -1.33% | 6,006.5 | 108.3 | 123 | 1.1 | 0.64% | - | - |
| 06/2002 | -1.64% | -2.21% | 5,969.8 | 101.6 | 112.8 | 3.3 | 0.64% | - | - |
| 05/2002 | 1.21% | -0.57% | 6,077.6 | 106.1 | 100.2 | 13.5 | 0.64% | - | - |
| 04/2002 | -0.67% | -1.76% | 5,989.4 | 104.8 | 97.4 | 6.6 | 0.64% | - | - |
| 03/2002 | -1.36% | -1.1% | 6,018.5 | 103.3 | 137.7 | 9.4 | 0.64% | - | - |
| 02/2002 | -0.73% | 0.26% | 6,128.1 | 99.3 | 365.9 | 16.2 | 0.64% | - | - |
| 01/2002 | 1% | 1% | 6,426.6 | 103 | 86.7 | 6.6 | 0.64% | - | - |
| 12/2001 | 3.69% | 8.54% | 6,344.4 | 315 | 85.3 | 4.6 | 0.66% | - | - |
| 11/2001 | 1.58% | 4.68% | 5,898.6 | 110.5 | 66.2 | 5.8 | 0.66% | - | - |
| 10/2001 | 0.34% | 3.05% | 5,761.9 | 106.9 | 73.4 | 17.2 | 0.66% | - | - |
| 09/2001 | -1.19% | 2.7% | 5,694.6 | 99.3 | 74 | 3.7 | 0.66% | - | - |
| 08/2001 | -0.18% | 3.94% | 5,735.3 | 108.9 | 92.5 | 2.9 | 0.66% | - | - |
| 07/2001 | 1.5% | 4.13% | 5,729.8 | 108.3 | 91.2 | 3.4 | 0.66% | - | - |
| 06/2001 | 0.68% | 2.59% | 5,628.9 | 102.3 | 93 | 3.8 | 0.66% | - | - |
| 05/2001 | 0.99% | 1.9% | 5,581.1 | 105.3 | 104.5 | 3.5 | 0.66% | - | - |
| 04/2001 | 2.45% | 0.9% | 5,526.4 | 100.2 | 84.8 | 2.9 | 0.66% | - | - |
| 03/2001 | -1.76% | -1.51% | 5,380.4 | 102.2 | 91.8 | 3.8 | 0.66% | - | - |
| 02/2001 | 0.31% | 0.25% | 5,463.7 | 94.9 | 90.1 | 15.9 | 0.66% | - | - |
| 01/2001 | -0.06% | -0.06% | 5,429 | 97.1 | 72 | 1.1 | 0.66% | - | - |
| 12/2000 | 0.55% | 4.05% | 5,408.8 | 287.3 | 68.7 | 2.9 | 0.66% | - | - |
| 11/2000 | 0.36% | 3.48% | 5,163.1 | 102.6 | 51.8 | 2.4 | 0.66% | - | - |
| 10/2000 | -2.56% | 3.11% | 5,092.6 | 102.6 | 54.5 | 4.4 | 0.66% | - | - |
| 09/2000 | 0.08% | 5.82% | 5,176.5 | 115.1 | 54.3 | 3.9 | 0.66% | - | - |
| 08/2000 | 1.41% | 5.73% | 5,110.2 | 97.6 | 53.5 | 3 | 0.66% | - | - |
| 07/2000 | -0.83% | 4.26% | 4,995.9 | 95.7 | 60.1 | 4.1 | 0.66% | - | - |
| 06/2000 | 0.78% | 5.13% | 4,999.5 | 96.2 | 65.5 | 1.8 | 0.66% | - | - |
| 05/2000 | 2.79% | 4.32% | 4,931.4 | 97.3 | 74.6 | 3.2 | 0.66% | - | - |
| 04/2000 | -1.06% | 1.49% | 4,776.1 | 88.4 | 74.9 | 1.6 | 0.66% | - | - |
| 03/2000 | -0.3% | 2.58% | 4,814.1 | 91.7 | 72.7 | 3.4 | 0.66% | - | - |
| 02/2000 | 3.05% | 2.89% | 4,807.9 | 87.8 | 97.6 | 9.1 | 0.66% | - | - |
| 01/2000 | -0.16% | -0.16% | 4,671.2 | 80.5 | 57.7 | 4.3 | 0.66% | - | - |
| 12/1999 | 2.67% | 14.8% | 4,653.3 | 261.1 | 65.2 | 3.2 | - | - | - |
| 11/1999 | 1.94% | 11.81% | 4,342.2 | 91 | 49.7 | 2.5 | - | - | - |
| 10/1999 | 0.71% | 9.68% | 4,219.4 | 86.4 | 50.5 | 2.8 | - | - | - |
| 09/1999 | 0.8% | 8.91% | 4,153.3 | 84.4 | 54.9 | 2.4 | - | - | - |
| 08/1999 | -0.01% | 8.05% | 4,090.8 | 85.6 | 66.4 | 3.8 | - | - | - |
| 07/1999 | 0.56% | 8.06% | 4,070.1 | 84.8 | 59.2 | 5.2 | - | - | - |
| 06/1999 | 0.95% | 7.46% | 4,019.2 | 82 | 73.9 | 3.5 | - | - | - |
| 05/1999 | 1.39% | 6.44% | 3,972.2 | 80.7 | 73.4 | 9 | - | - | - |
| 04/1999 | 2.09% | 4.98% | 3,904.5 | 62.6 | 62.4 | 20.3 | - | - | - |
| 03/1999 | 2.56% | 2.84% | 3,807.4 | 97.8 | 81.7 | 5.1 | - | - | - |
| 02/1999 | 0.5% | 0.27% | 3,695 | 72.4 | 81.7 | 6.3 | - | - | - |
| 01/1999 | -0.23% | -0.23% | 3,681.8 | 73.7 | 41.2 | 2.4 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של פסגות שיא השתלמות 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 בפסגות שיא השתלמות כללי?
0.68% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם פסגות שיא השתלמות 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.