הפניקס גמל לבני 60 ומעלה: תשואה, דמי ניהול וסיכון
הפניקס גמל לבני 60 ומעלה מנוהלת על ידי הפניקס פנסיה וגמל בע"מ, בסיווג תגמולים ואישית לפיצויים, פעילה מ-1980; 305 חודשי דיווח מ-01/1999 עד 07/2026.
תשואה 07/2026
-0.12%
מתחילת השנה
3.91%
3 שנים מצטבר
30.01%
5 שנים מצטבר
32.69%
דמי ניהול מצבירה
0.6%
לשנה
נכסים
10,711
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: 10,711 מיליון ש"ח, מקום 9 מתוך 250 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 32.69%, מקום 102 מתוך 165 בקטגוריה; ל-3 שנים: 30.01% (מקום 120 מתוך 192).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 13,269 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 17,230 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.6% לשנה (מקום 182 מתוך 239 בקטגוריה, מהנמוך לגבוה), מההפקדות: 0.08%. על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-11,340 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -14.8% בין 10/2007 ל-09/2011.
- סטיית תקן: 4.22; מדד שארפ: 0.9 (מקום 67 מתוך 165); חשיפה למניות 3,317.5%, לחו"ל 4,881.4%, למט"ח 1,679.7%.
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 | 15.48% | 3.74% | 7.78% | -0.74% | 16.06% | 10.02% | 13.36% | 8.04% | 9.29% | -4.54% | 9.53% | 11.76% | 6.01% | 2.26% | 2.98% | 6.12% | -1.34% | 10.97% | 4.07% | 10.6% | -6.52% | 6.63% | 10.37% | 11.67% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2025.
דירוג בקטגוריה תגמולים ואישית לפיצויים (07/2026)
דירוג לפי הנתון בלבד, מתוך 250 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 10,711 | 9 / 250 |
| דמי ניהול מצבירה (נמוך = 1) | 0.6% | 182 / 239 |
| תשואה מתחילת השנה | 3.91% | 166 / 238 |
| תשואה 3 שנים | 30.01% | 120 / 192 |
| תשואה 5 שנים | 32.69% | 102 / 165 |
| מדד שארפ | 0.9 | 67 / 165 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - לבני 60 ומעלה 10,330 מ' ש"ח
- הפניקס גמל לבני 50 ומטה 11,480 מ' ש"ח
- כלל תמר 60 ומעלה 11,502 מ' ש"ח
- הפניקס גמל מסלול לבני 50 עד 60 9,536 מ' ש"ח
- מיטב גמל בניהול אישי 9,534 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.12% | 3.91% | 10,711.2 | 25.3 | 25 | 18 | 0.6% | 3,317.5% | 4,881.4% |
| 06/2026 | 0.09% | 4.03% | 10,711.2 | 26.9 | 41.6 | 12.8 | 0.6% | 3,259% | 4,804.9% |
| 05/2026 | 1.46% | 3.94% | 10,709.6 | 37.6 | 41.3 | 67.9 | 0.6% | 3,180.6% | 4,533.4% |
| 04/2026 | 2.49% | 2.45% | 10,498.1 | 33.2 | 23.1 | 81.7 | 0.6% | 3,069.1% | 4,383.8% |
| 03/2026 | -1.7% | -0.04% | 10,158.2 | 35.2 | 30 | 144.5 | 0.6% | 2,879.3% | 4,325.8% |
| 02/2026 | 0.4% | 1.69% | 10,187.6 | 27 | 33.6 | 137.5 | 0.6% | 2,785.3% | 3,960% |
| 01/2026 | 1.28% | 1.28% | 10,022.3 | 29.8 | 36.7 | 122.2 | 0.6% | 2,728.9% | 3,800.7% |
| 12/2025 | 1.05% | 11.67% | 9,786.9 | 36.6 | 46.4 | 141.1 | 0.61% | 2,628.8% | 3,601% |
| 11/2025 | 0.81% | 10.51% | 9,559.8 | 31.2 | 36.1 | 113.5 | 0.61% | 2,560.2% | 3,469.5% |
| 10/2025 | 1.16% | 9.62% | 9,379.7 | 12.3 | 22.2 | 36.1 | 0.61% | 2,506.8% | 3,358.2% |
| 09/2025 | 1.39% | 8.37% | 9,250.9 | 21.8 | 30.4 | 47.8 | 0.61% | 2,380.1% | 3,396.7% |
| 08/2025 | 0.92% | 6.88% | 9,089.7 | 19.8 | 35.4 | 52.4 | 0.61% | 2,317.7% | 3,381.9% |
| 07/2025 | 0.76% | 5.91% | 8,974.5 | 20.9 | 35.7 | 5.4 | 0.61% | 2,291.3% | 3,356.5% |
| 06/2025 | 2.32% | 5.11% | 8,920.6 | 23 | 37.5 | 59.5 | 0.61% | 2,232.2% | 3,336.2% |
| 05/2025 | 1% | 2.72% | 8,678.7 | 16.4 | 30.9 | 51 | 0.61% | 2,144.7% | 3,380% |
| 04/2025 | 0.84% | 1.71% | 8,560.5 | 11.7 | 23.6 | 54.5 | 0.61% | 2,034.3% | 3,343% |
| 03/2025 | -0.25% | 0.86% | 8,450.4 | 20 | 28.6 | 86.5 | 0.61% | 2,035.6% | 3,206.7% |
| 02/2025 | 0.24% | 1.11% | 8,178.3 | 16.7 | 34.9 | 63.6 | 0.61% | 2,027.4% | 3,010.9% |
| 01/2025 | 0.87% | 0.87% | 8,118.1 | 17.3 | 32 | 1.8 | 0.61% | 2,032.1% | 3,085.7% |
| 12/2024 | 1.05% | 10.37% | 8,064.8 | 19.4 | 39.3 | -60 | 0.62% | 2,019.3% | 3,216.1% |
| 11/2024 | 1.71% | 9.22% | 8,064.6 | 10.9 | 32.4 | -60 | 0.62% | 2,022.1% | 2,836.6% |
| 10/2024 | 0.52% | 7.38% | 8,014 | 11 | 26 | -51.5 | 0.62% | 1,978.3% | 3,130.6% |
| 09/2024 | 1.19% | 6.83% | 8,043 | 10.9 | 43.8 | -44.7 | 0.62% | 1,999.2% | 3,146.3% |
| 08/2024 | 0.97% | 5.57% | 8,030.3 | 8.5 | 32.1 | -56.3 | 0.62% | 1,946.1% | 3,048.6% |
| 07/2024 | 1.06% | 4.56% | 8,036.6 | 12.4 | 40.7 | -60.4 | 0.62% | 1,874.1% | 3,049.6% |
| 06/2024 | 0.41% | 3.46% | 5,490.4 | 10.1 | 26 | -29.1 | 0.62% | 1,353.8% | 2,220.4% |
| 05/2024 | 0.91% | 3.04% | 5,516 | 7.7 | 17.3 | -32.6 | 0.62% | 1,354.7% | 2,210.8% |
| 04/2024 | -0.89% | 2.11% | 5,510.9 | 10.1 | 20.8 | -67.7 | 0.62% | 1,339.5% | 2,248.1% |
| 03/2024 | 1.51% | 3.03% | 5,642.4 | 8.6 | 26.4 | -82.6 | 0.62% | 1,383.4% | 2,239.3% |
| 02/2024 | 1.29% | 1.49% | 5,662.2 | 5.7 | 28.7 | -82.9 | 0.62% | 1,329.1% | 2,129.3% |
| 01/2024 | 0.2% | 0.2% | 5,698.3 | 8.6 | 27.3 | -120.9 | 0.62% | 1,303% | 2,138.8% |
| 12/2023 | 2.19% | 6.63% | 5,828.8 | 10.4 | 33.8 | -110.6 | 0.61% | 1,316.1% | 2,229.5% |
| 11/2023 | 2.93% | 4.34% | 5,839.1 | 9.8 | 24 | -64 | 0.61% | 1,333.9% | 2,088.6% |
| 10/2023 | -2.56% | 1.37% | 5,752.3 | 7.7 | 29.7 | -73.8 | 0.61% | 1,320.9% | 2,673.6% |
| 09/2023 | -1.08% | 4.04% | 6,003.4 | 5 | 27.7 | -42.6 | 0.61% | 1,399.9% | 2,585.9% |
| 08/2023 | 0.13% | 5.17% | 6,137.9 | 9.5 | 35.4 | -83.9 | 0.61% | 1,456.1% | 2,608.5% |
| 07/2023 | 1.69% | 5.04% | 6,243.4 | 6.3 | 34 | -83.1 | 0.61% | 1,478.8% | 2,457.2% |
| 06/2023 | 1.03% | 3.29% | 6,252.6 | 8.9 | 33.5 | -56 | 0.61% | 1,449.1% | 2,359.1% |
| 05/2023 | 0.84% | 2.24% | 6,272.1 | 7.9 | 31.3 | -50.3 | 0.61% | 1,416.8% | 2,390.1% |
| 04/2023 | 1.19% | 1.39% | 6,296.6 | 8.5 | 19.8 | 8.4 | 0.61% | 1,382.6% | 2,319.6% |
| 03/2023 | 0.09% | 0.19% | 6,229 | 9.2 | 43.9 | 0.2 | 0.61% | 1,368.3% | 2,295.2% |
| 02/2023 | -1.55% | 0.1% | 6,261.2 | 19.7 | 38.5 | 6.8 | 0.61% | 1,413.2% | 2,358.9% |
| 01/2023 | 1.68% | 1.68% | 6,374.8 | 15.7 | 36.6 | 21.2 | 0.61% | 1,454.4% | 2,256.3% |
| 12/2022 | -1.02% | -6.52% | 6,272.8 | 19.6 | 29.4 | 53.6 | 0.6% | 1,488.5% | 2,238.4% |
| 11/2022 | 0.8% | -5.55% | 6,296.2 | 16.1 | 27.3 | 46.8 | 0.6% | 1,543.3% | 2,210.5% |
| 10/2022 | 1.12% | -6.3% | 6,214 | 12.7 | 19.6 | 49.3 | 0.6% | 1,565.7% | 2,222.9% |
| 09/2022 | -2.78% | -7.34% | 6,105.7 | 11.4 | 18.4 | 46.4 | 0.6% | 1,461.4% | 2,131.3% |
| 08/2022 | -0.85% | -4.69% | 6,243.7 | 22.6 | 21.7 | 81.8 | 0.6% | 1,519.9% | 2,094.4% |
| 07/2022 | 2% | -3.87% | 6,217.5 | 17.1 | 18.6 | 101.2 | 0.6% | 1,502.5% | 2,064.1% |
| 06/2022 | -1.34% | -5.76% | 6,000.2 | 19 | 16.5 | 100.7 | 0.6% | 1,470% | 2,040.6% |
| 05/2022 | -2.05% | -4.48% | 5,979.7 | 21.7 | 16.3 | 101.3 | 0.6% | 1,574% | 2,076.2% |
| 04/2022 | -0.7% | -2.48% | 5,998.2 | 30.7 | 13.1 | 155.3 | 0.6% | 1,568% | 1,980.9% |
| 03/2022 | 0.09% | -1.79% | 5,869.8 | 40.3 | 17.5 | 156.4 | 0.6% | 1,556.9% | 1,883.2% |
| 02/2022 | -0.77% | -1.88% | 5,687.9 | 25.5 | 10.9 | 76.3 | 0.6% | 1,572.8% | 1,874.7% |
| 01/2022 | -1.12% | -1.12% | 5,643.8 | 45.8 | 20.1 | 114.7 | 0.6% | 1,550% | 1,846% |
| 12/2021 | 1.16% | 10.6% | 5,569.4 | 72.3 | 21 | 98.3 | 0.62% | 1,465.9% | 1,743.6% |
| 11/2021 | 0.32% | 9.33% | 5,359.9 | 71.3 | 13.9 | 139.5 | 0.62% | 1,392.2% | 1,686.7% |
| 10/2021 | 1.29% | 8.98% | 5,149.4 | 42.9 | 13 | 83.8 | 0.62% | 1,349% | 1,653% |
| 09/2021 | 0.11% | 7.59% | 3,817.3 | 46.2 | 3.5 | 89.9 | 0.62% | 928.7% | 1,215.2% |
| 08/2021 | 1.01% | 7.47% | 3,682.6 | 58.4 | 7.1 | 115.1 | 0.62% | 892.8% | 1,167.1% |
| 07/2021 | 0.04% | 6.4% | 3,481.7 | 49.3 | 7.6 | 77.9 | 0.62% | 873.9% | 1,150.4% |
| 06/2021 | 0.51% | 6.36% | 3,362.4 | 47.7 | 7.6 | 83.9 | 0.62% | 822.8% | 1,091% |
| 05/2021 | 1.35% | 5.82% | 3,223.2 | 37.1 | 7.4 | 48.4 | 0.62% | 804.1% | 1,011.6% |
| 04/2021 | 1.4% | 4.41% | 3,104.3 | 32.6 | 7 | 36.6 | 0.62% | 806.6% | 981.7% |
| 03/2021 | 1.52% | 2.97% | 3,001.5 | 20.5 | 10.9 | 20.9 | 0.62% | 782.8% | 952.5% |
| 02/2021 | 0.45% | 1.42% | 2,927.9 | 20.8 | 6.2 | 19.4 | 0.62% | 728.6% | 934.4% |
| 01/2021 | 0.97% | 0.97% | 2,882.7 | 12.1 | 9.7 | 3.8 | 0.62% | 709.4% | 932.1% |
| 12/2020 | 1.72% | 4.07% | 2,850.4 | 44.9 | 10.8 | -14.2 | 0.64% | 678.9% | 884.9% |
| 11/2020 | 3.54% | 2.31% | 2,784.1 | 18.7 | 9.6 | 3.4 | 0.64% | 642.9% | 880.7% |
| 10/2020 | 0.28% | -1.19% | 2,678.1 | 11.8 | 6.3 | -10.7 | 0.64% | 591.4% | 818.8% |
| 09/2020 | -0.82% | -1.46% | 2,677.1 | 7.2 | 5.7 | -12.6 | 0.64% | 580.6% | 812% |
| 08/2020 | 2.31% | -0.65% | 2,711.8 | 13 | 7.2 | -1.8 | 0.64% | 590.9% | 814.7% |
| 07/2020 | 2.05% | -2.89% | 2,648.2 | 12.9 | 16.4 | -22.5 | 0.64% | 566.4% | 809.6% |
| 06/2020 | -0.76% | -4.84% | 2,622.1 | 19 | 9.2 | -10.6 | 0.64% | 539.6% | 778.1% |
| 05/2020 | 0.88% | -4.12% | 2,644.3 | 9.4 | 6.2 | 12.4 | 0.64% | 540.1% | 755.1% |
| 04/2020 | 4.3% | -4.95% | 2,606.8 | 7.2 | 5.3 | 10.6 | 0.64% | 509% | 703.6% |
| 03/2020 | -7.91% | -8.87% | 2,488.6 | 6.1 | 10.3 | -64 | 0.64% | 488% | 699.1% |
| 02/2020 | -1.27% | -1.04% | 2,778.2 | 18 | 8.5 | 10.9 | 0.64% | 561.6% | 725.8% |
| 01/2020 | 0.23% | 0.23% | 2,795.1 | 26.8 | 10.6 | 15.2 | 0.64% | 589.5% | 734.8% |
| 12/2019 | 0.88% | 10.97% | 2,758.7 | 42 | 7.2 | 23.2 | 0.68% | 582.9% | 742% |
| 11/2019 | 0.63% | 10% | 2,678.4 | 22.1 | 10.3 | 0.4 | 0.68% | 574.6% | 710% |
| 10/2019 | 1.18% | 9.31% | 2,650.8 | 14.8 | 5.1 | 8.4 | 0.68% | 561.7% | 704.8% |
| 09/2019 | 1.24% | 8.04% | 2,603.4 | 22.8 | 7.1 | 15.9 | 0.68% | 545.8% | 696.7% |
| 08/2019 | -0.3% | 6.71% | 2,541.4 | 17.7 | 7.7 | 14.4 | 0.68% | 532.5% | 682.6% |
| 07/2019 | 0.8% | 7.03% | 2,525.7 | 24.1 | 9.9 | 15 | 0.68% | 530.8% | 671.2% |
| 06/2019 | 1.6% | 6.18% | 2,477.9 | 26.3 | 11.9 | 17.4 | 0.68% | 533.7% | 648.2% |
| 05/2019 | -0.88% | 4.51% | 2,408.6 | 22 | 8.4 | 23.6 | 0.68% | 508.8% | 624.3% |
| 04/2019 | 1.24% | 5.44% | 2,393.9 | 20 | 5.1 | 16.5 | 0.68% | 534.3% | 643.6% |
| 03/2019 | 0.63% | 4.15% | 2,334.7 | 23.4 | 6.5 | 24.1 | 0.68% | 507.4% | 640.3% |
| 02/2019 | 1.1% | 3.5% | 2,280.3 | 20.2 | 7.7 | 44 | 0.68% | 498.2% | 627.7% |
| 01/2019 | 2.37% | 2.37% | 2,200.5 | 46.5 | 5.8 | 61.5 | 0.68% | 469.3% | 587.6% |
| 12/2018 | -2.42% | -1.34% | 2,049.7 | 47.5 | 7.5 | 72.4 | 0.78% | 438.7% | 561.1% |
| 11/2018 | -0.18% | 1.11% | 1,987.3 | 35 | 3 | 53.7 | 0.78% | 427.1% | 542% |
| 10/2018 | -1.18% | 1.29% | 1,906.3 | 16.8 | 5.7 | 27.3 | 0.78% | 404.4% | 516.4% |
| 09/2018 | 0.18% | 2.5% | 1,891.3 | 10 | 2.9 | 14 | 0.78% | 418.1% | 502.2% |
| 08/2018 | 0.87% | 2.31% | 1,867.8 | 26.5 | 6.2 | 23.8 | 0.78% | 405.4% | 497.2% |
| 07/2018 | 0.81% | 1.43% | 1,808.8 | 19.2 | 6.2 | 37.2 | 0.78% | 386.4% | 484.9% |
| 06/2018 | 0.08% | 0.62% | 1,745.2 | 19.2 | 5.5 | 32.2 | 0.78% | 374.7% | 462.1% |
| 05/2018 | -0.03% | 0.54% | 1,699.1 | 17.4 | 7.5 | 18.7 | 0.78% | 354.6% | 432.4% |
| 04/2018 | 0.66% | 0.57% | 1,672.2 | 10.8 | 3.1 | 21.8 | 0.78% | 345.1% | 420.1% |
| 03/2018 | -0.11% | -0.09% | 1,632.9 | 15.9 | 3.3 | 13.5 | 0.78% | 340.7% | 413.7% |
| 02/2018 | -0.62% | 0.02% | 1,609.4 | 11.9 | 4 | 20.5 | 0.78% | 340.4% | 422.2% |
| 01/2018 | 0.64% | 0.64% | 1,591.8 | 28.2 | 5 | 8.3 | 0.78% | 320.8% | 404.9% |
| 12/2017 | 0.55% | 6.12% | 1,020.1 | 3.4 | 5 | -8.8 | 0.77% | 197.6% | 261.8% |
| 11/2017 | 0.65% | 5.54% | 1,025.8 | 5.5 | 3.7 | -0.8 | 0.77% | 202.6% | 332.3% |
| 10/2017 | 0.74% | 4.86% | 1,018.8 | 1.8 | 2.8 | -4.8 | 0.77% | 197.9% | 340.2% |
| 09/2017 | 0.17% | 4.09% | 1,017.7 | 2 | 4.8 | -0.9 | 0.77% | 196.9% | 334.5% |
| 08/2017 | 0.52% | 3.91% | 1,020.4 | 1.5 | 2.8 | -8.4 | 0.77% | 197.3% | 341.4% |
| 07/2017 | 1.28% | 3.38% | 1,025.4 | 1.1 | 4.5 | 1.4 | 0.77% | 203.7% | 347.5% |
| 06/2017 | -0.47% | 2.07% | 1,015.1 | 1 | 3.4 | -1.5 | 0.77% | 198.6% | 335.1% |
| 05/2017 | 1% | 2.55% | 1,024.4 | 0.9 | 3.7 | -4.3 | 0.77% | 201.8% | 340.3% |
| 04/2017 | 0.91% | 1.54% | 1,022 | 2.3 | 4.1 | 1.5 | 0.77% | 199.5% | 331% |
| 03/2017 | 0.36% | 0.62% | 1,013.6 | 1.6 | 4.3 | -1 | 0.77% | 197.5% | 345.2% |
| 02/2017 | 0.15% | 0.26% | 1,014.3 | 2.1 | 3.6 | 0.2 | 0.77% | 210.2% | 360.2% |
| 01/2017 | 0.11% | 0.11% | 1,014.9 | 1.9 | 4.7 | -8.2 | 0.77% | 211.5% | 297.9% |
| 12/2016 | 1.04% | 2.98% | 1,025.3 | 2.4 | 2.7 | -6.6 | 0.84% | 210.1% | 254.5% |
| 11/2016 | -0.45% | 1.92% | 1,022 | 2.3 | 4.6 | -4.9 | 0.84% | 208.8% | 255.5% |
| 10/2016 | 0.3% | 2.38% | 1,034.6 | 1.9 | 2.7 | -1.6 | 0.84% | 205.8% | 270.2% |
| 09/2016 | -0.3% | 2.07% | 1,034.5 | 1.2 | 4.5 | -3.6 | 0.84% | 226.8% | 288% |
| 08/2016 | 0.35% | 2.38% | 1,045.2 | 1.6 | 4.5 | -7 | 0.84% | 219% | 288.6% |
| 07/2016 | 1.43% | 2.02% | 1,052.2 | 1.3 | 6.6 | -5.8 | 0.84% | 224.8% | 297.3% |
| 06/2016 | 0.01% | 0.58% | 1,048.7 | 1 | 4.5 | -6.2 | 0.84% | 206.2% | 274.9% |
| 05/2016 | -0.01% | 0.57% | 1,059 | 1.6 | 4.7 | -4.1 | 0.84% | 225.4% | 275.1% |
| 04/2016 | 0.8% | 0.58% | 1,067 | 0.8 | 2.2 | -2.1 | 0.84% | 212.6% | 261.4% |
| 03/2016 | 1.07% | -0.21% | 1,062.8 | 0.6 | 4.4 | -2.3 | 0.84% | 210.4% | 257% |
| 02/2016 | 0.02% | -1.27% | 1,058.3 | 0.5 | 3.3 | -2.5 | 0.84% | 211% | 268.8% |
| 01/2016 | -1.29% | -1.29% | 1,064 | 0.7 | 4 | -12.6 | 0.84% | 207.5% | 270.2% |
| 12/2015 | -1.2% | 2.26% | 1,018.9 | 2.3 | 3.3 | -4.5 | 0.89% | 417.6% | 376.3% |
| 11/2015 | -0.14% | 3.5% | 1,037.7 | 0.9 | 3.1 | -2.7 | 0.89% | 520.8% | 438.3% |
| 10/2015 | 2.21% | 3.65% | 1,044.8 | 0.7 | 2 | 0 | 0.89% | 482.2% | 416.3% |
| 09/2015 | -2.54% | 1.41% | 1,024.2 | 0.7 | 2.1 | -1.3 | 0.89% | 421.4% | 334.8% |
| 08/2015 | -1.64% | 4.05% | 1,054.3 | 2.2 | 2.4 | -2.6 | 0.89% | 502.8% | 427.3% |
| 07/2015 | 1.73% | 5.78% | 1,075.2 | 0.9 | 2.2 | -1.1 | 0.89% | 520.4% | 403.2% |
| 06/2015 | -2.92% | 3.98% | 1,060 | 1.4 | 3.5 | -3.8 | 0.89% | 494.1% | 401.9% |
| 05/2015 | 0.59% | 7.11% | 1,098.6 | 1.7 | 4.4 | -3.5 | 0.89% | 522.1% | 448.9% |
| 04/2015 | 0.83% | 6.48% | 1,099.1 | 0.9 | 2.7 | -2 | 0.89% | 512.2% | 414.9% |
| 03/2015 | 1.2% | 5.61% | 1,094.6 | 0.8 | 4 | -4 | 0.89% | 507.7% | 428.7% |
| 02/2015 | 3.65% | 4.35% | 1,089.5 | -0.2 | 2.9 | -6.1 | 0.89% | 517.5% | 462.4% |
| 01/2015 | 0.68% | 0.68% | 1,061 | 0.8 | 3.3 | -4 | 0.89% | 502.1% | 429.9% |
| 12/2014 | -2.23% | 6.01% | 1,061.1 | 3.4 | 3.7 | -9.8 | 0.97% | 443.3% | 422.3% |
| 11/2014 | 2.1% | 8.43% | 1,096.2 | 1 | 3.2 | -4.3 | 0.97% | 499.1% | 458.4% |
| 10/2014 | -0.19% | 6.2% | 1,080.8 | 1.1 | 2.3 | -5.1 | 0.97% | 460.6% | 409% |
| 09/2014 | 0.34% | 6.4% | 1,090 | 0.9 | 2.9 | -3 | 0.97% | 505.6% | 435% |
| 08/2014 | 2.36% | 6.04% | 1,092.2 | 1.5 | 3 | -1.8 | 0.97% | 507.1% | 492.8% |
| 07/2014 | -0.71% | 3.6% | 1,071.1 | 1.2 | 3.8 | -4.8 | 0.97% | 450.8% | 448.9% |
| 06/2014 | 0.12% | 4.34% | 1,086.9 | 1 | 3.6 | -2.2 | 0.97% | 490% | 463.1% |
| 05/2014 | 1.17% | 4.21% | 1,091.3 | 0.8 | 4.4 | -3.9 | 0.97% | 494.5% | 431.1% |
| 04/2014 | -0.11% | 3.01% | 1,086.9 | 1 | 1.9 | -2.4 | 0.97% | 474% | 392.5% |
| 03/2014 | 1.32% | 3.12% | 1,092.3 | 0.9 | 3.3 | -3.2 | 0.97% | 489.4% | 399.3% |
| 02/2014 | 2.26% | 1.78% | 1,084.4 | 0.8 | 2.9 | -5.1 | 0.97% | 515.8% | 419.9% |
| 01/2014 | -0.47% | -0.47% | 1,068.5 | 5.2 | 6.1 | -6.1 | 0.97% | 499.9% | 415.2% |
| 12/2013 | -0.08% | 11.76% | 935.6 | 1.9 | 4.3 | -7.1 | 1.41% | 428.2% | 343.3% |
| 11/2013 | 1.77% | 11.85% | 946.6 | 0.8 | 3.4 | -2.9 | 1.41% | 458.2% | 326.6% |
| 10/2013 | 2.2% | 9.9% | 936.4 | 0.4 | 4 | -4.6 | 1.41% | 430.2% | 315.9% |
| 09/2013 | 2.85% | 7.54% | 925.1 | 0.5 | 2.7 | -5.2 | 1.41% | 460.3% | 359.9% |
| 08/2013 | -0.99% | 4.56% | 907.5 | 0.5 | 3.4 | -3.3 | 1.41% | 411.9% | 330.3% |
| 07/2013 | 1.8% | 5.6% | 923.5 | 0.6 | 5.5 | -5.1 | 1.41% | 440.5% | 326.6% |
| 06/2013 | -2.12% | 3.74% | 917.7 | 0.6 | 4.1 | -5.2 | 1.41% | 415.6% | 307.2% |
| 05/2013 | 1.59% | 5.98% | 947.2 | 0.6 | 4.6 | -2.8 | 1.41% | 454.5% | 359.4% |
| 04/2013 | 1.38% | 4.32% | 940 | 0.8 | 4 | -5 | 1.41% | 443.6% | 351.3% |
| 03/2013 | 0.41% | 2.9% | 936.1 | 0.5 | 3.1 | -2.9 | 1.41% | 439.3% | 362.5% |
| 02/2013 | 0.84% | 2.48% | 938.4 | 0.5 | 3.7 | -4.2 | 1.41% | 443.8% | 379.4% |
| 01/2013 | 1.63% | 1.63% | 938.6 | 0.7 | 7.6 | -7.3 | 1.41% | 416.8% | 377.6% |
| 12/2012 | -0.1% | 9.53% | 938.3 | 1.8 | 5.9 | -6.4 | 1.46% | 413.7% | 363.6% |
| 11/2012 | 1.14% | 9.64% | 950.7 | 0.6 | 4.4 | -5.6 | 1.46% | 411.6% | 306.7% |
| 10/2012 | 1.17% | 8.41% | 950.5 | 0.7 | 4.4 | -8.6 | 1.46% | 392.1% | 336.1% |
| 09/2012 | 2.13% | 7.15% | 952.8 | 0.3 | 4.8 | -8.2 | 1.46% | 392.7% | 435.2% |
| 08/2012 | 0.46% | 4.92% | 946.6 | 0.6 | 6.3 | -11.2 | 1.46% | 331.6% | 435% |
| 07/2012 | 2.99% | 4.44% | 960.1 | 0.7 | 6.8 | -5 | 1.46% | 388.9% | 374.5% |
| 06/2012 | -0.64% | 1.41% | 944.2 | 0.6 | 5.1 | -12.4 | 1.46% | 388.2% | 320.1% |
| 05/2012 | -3.53% | 2.06% | 968.2 | 0.6 | 10.5 | -9.2 | 1.46% | 411.3% | 327.9% |
| 04/2012 | 1.43% | 5.79% | 1,024.4 | 1 | 6.6 | -4.5 | 1.46% | 449.2% | 323% |
| 03/2012 | 1.25% | 4.3% | 1,021.2 | 0.6 | 7.6 | -7.3 | 1.46% | 366.2% | 420.3% |
| 02/2012 | 0.2% | 3.02% | 1,024 | 0.6 | 5.1 | -8.9 | 1.46% | 366.6% | 356.5% |
| 01/2012 | 2.81% | 2.81% | 1,033.2 | 0.7 | 8.9 | -7.5 | 1.46% | 401.9% | 307.9% |
| 12/2011 | 0.22% | -4.54% | 621.3 | 1.1 | 9.2 | -5.3 | 1.53% | 225.2% | 163% |
| 11/2011 | -1.38% | -4.75% | 634.2 | 0.4 | 12.4 | -2 | 1.53% | 231.9% | 169.7% |
| 10/2011 | 2.96% | -3.42% | 658 | 0.5 | 3.4 | -1.4 | 1.53% | 226.6% | 169.6% |
| 09/2011 | -2.17% | -6.19% | 644.1 | 0.3 | 3 | -2.1 | 1.53% | 206.3% | 151.1% |
| 08/2011 | -2.9% | -4.11% | 664 | 0.4 | 4.7 | -2.7 | 1.53% | 224.5% | 151.8% |
| 07/2011 | -0.05% | -1.25% | 691.8 | 0.4 | 4.4 | -2.1 | 1.53% | 242.1% | 146.7% |
| 06/2011 | -1.06% | -1.2% | 699.1 | 0.4 | 4 | -2.4 | 1.53% | 254.3% | 147.8% |
| 05/2011 | -1.31% | -0.14% | 713.6 | 0.5 | 4.8 | -1.6 | 1.53% | 259.1% | 160% |
| 04/2011 | 0.48% | 1.18% | 729.9 | 0.5 | 2.2 | -1 | 1.53% | 255.1% | 150.1% |
| 03/2011 | 0.13% | 0.7% | 730 | 0.6 | 3.9 | -1.7 | 1.53% | 257.9% | 151.8% |
| 02/2011 | 0.23% | 0.57% | 735 | 0.4 | 3.8 | -3.9 | 1.53% | 273.3% | 167.7% |
| 01/2011 | 0.34% | 0.34% | 741.5 | 0.4 | 4.7 | -4.1 | 1.53% | 259.9% | 146.8% |
| 12/2010 | 1.8% | 10.26% | 748.2 | 1.6 | 4.1 | -3.9 | 1.53% | 261.7% | 135.6% |
| 09/2008 | -5.07% | -9.28% | 804.4 | 0.8 | 11.1 | -9.1 | 1.21% | 150.1% | 77.6% |
| 08/2008 | 0.18% | -4.44% | 871.6 | 0.9 | 11.5 | -9.7 | 1.21% | 165.9% | 90.4% |
| 07/2008 | -1.12% | -4.61% | 891.9 | 1 | 11.3 | -12.1 | 1.21% | 183% | 105.4% |
| 06/2008 | -0.71% | -3.53% | 926.3 | 0.8 | 7 | -3.4 | 1.21% | 190.8% | 98.3% |
| 05/2008 | 0.52% | -2.84% | 944.1 | 1.5 | 6.9 | -3.1 | 1.21% | - | 72.6% |
| 04/2008 | 1.99% | -3.34% | 949.1 | 1 | 4.4 | -3.8 | 1.21% | 199.6% | 71.4% |
| 03/2008 | -3.08% | -5.23% | 939.2 | 1 | 8 | -1.6 | 1.21% | 204.3% | 72.2% |
| 02/2008 | 1.48% | -2.21% | 979.4 | 3.9 | 5.8 | -1 | 1.21% | 233.5% | 138.2% |
| 01/2008 | -3.64% | -3.64% | 969.6 | 2 | 7.2 | -0.6 | 1.21% | 244.8% | 162% |
| 12/2007 | 0.38% | 9.29% | 1,013.9 | 5 | 4.6 | -0.6 | 0.92% | - | - |
| 11/2007 | -2.03% | 8.88% | 1,011.9 | 1.4 | 3.3 | -0.3 | 0.92% | - | - |
| 10/2007 | 2.75% | 11.14% | 1,036.7 | 1.3 | 4.4 | -0.4 | 0.92% | - | - |
| 09/2007 | 1.58% | 8.16% | 1,014.1 | 0.9 | 3.8 | 0.3 | 0.92% | - | - |
| 08/2007 | -2.73% | 6.48% | 1,002.6 | 1.5 | 4.6 | -0.6 | 0.92% | - | - |
| 07/2007 | 0.07% | 9.47% | 1,036.3 | 1.4 | 3.3 | -0.7 | 0.92% | - | - |
| 06/2007 | 0.55% | 9.39% | 1,039.9 | 1.5 | 3.3 | -3.9 | 0.92% | - | - |
| 05/2007 | 2.58% | 8.79% | 1,040.7 | 1.9 | 4.2 | -0.1 | 0.92% | - | - |
| 04/2007 | 2.94% | 6.06% | 1,017.8 | 2.2 | 3.7 | -0.5 | 0.92% | - | - |
| 03/2007 | 0.53% | 3.03% | 991.4 | 1.3 | 3.6 | -1.5 | 0.92% | - | - |
| 02/2007 | 0.98% | 2.48% | 990.8 | 1.8 | 4.5 | -0.2 | 0.92% | - | - |
| 01/2007 | 1.49% | 1.49% | 984.8 | 1.3 | 5.8 | -0.8 | 0.92% | - | - |
| 12/2006 | 0.15% | 8.04% | 976.3 | 7.3 | 5.2 | 0.2 | 0.93% | - | - |
| 11/2006 | 1.53% | 7.88% | 973.3 | 1.6 | 4.4 | -1.7 | 0.93% | - | - |
| 10/2006 | 2.36% | 6.25% | 963.9 | 1.4 | 4.8 | -1.1 | 0.93% | - | - |
| 09/2006 | 0.72% | 3.8% | 946.9 | 1.2 | 4.6 | 0.1 | 0.93% | - | - |
| 08/2006 | 0.82% | 3.06% | 944.1 | 1.3 | 5.4 | -0.9 | 0.93% | - | - |
| 07/2006 | 0.54% | 2.22% | 942.2 | 1.8 | 4.5 | 0.6 | 0.93% | - | - |
| 06/2006 | -2.07% | 1.67% | 940.1 | 1.3 | 5.2 | -1.2 | 0.93% | - | - |
| 05/2006 | -0.46% | 3.82% | 966 | 1.8 | 6 | -1.1 | 0.93% | - | - |
| 04/2006 | 2.01% | 4.3% | 976.6 | 1.3 | 3.1 | -1.2 | 0.93% | - | - |
| 03/2006 | 0.85% | 2.24% | 961.1 | 1.8 | 3.4 | -1.2 | 0.93% | - | - |
| 02/2006 | -0.4% | 1.38% | 956.6 | 3.4 | 5.2 | -1.7 | 0.93% | - | - |
| 01/2006 | 1.79% | 1.79% | 964 | 3.2 | 7.6 | -3.1 | 0.93% | - | - |
| 12/2005 | 0.7% | 13.36% | 955.3 | 21.2 | 6 | -2.6 | 1% | - | - |
| 11/2005 | 0.59% | 12.57% | 936.9 | 5.5 | 5.3 | -1.8 | 1% | - | - |
| 10/2005 | 0.08% | 11.91% | 933.8 | 4.1 | 4 | -0.3 | 1% | - | - |
| 09/2005 | 2.33% | 11.82% | 934 | 3.9 | 3.9 | -6 | 1% | - | - |
| 08/2005 | 1.64% | 9.27% | 919.3 | 4 | 4.5 | -0.8 | 1% | - | - |
| 07/2005 | 2.82% | 7.51% | 906.6 | 3.1 | 4.3 | -0.4 | 1% | - | - |
| 06/2005 | -0.84% | 4.56% | 884 | 3.9 | 3.9 | -0.1 | 1% | - | - |
| 05/2005 | 1.56% | 5.45% | 892.2 | 4.6 | 4 | -1 | 1% | - | - |
| 04/2005 | 1.11% | 3.83% | 879.5 | 3.2 | 7.7 | -2.6 | 1% | - | - |
| 03/2005 | 0.05% | 2.69% | 877.6 | 3.2 | 4 | -0.8 | 1% | - | - |
| 02/2005 | 0.97% | 2.64% | 879.4 | 5.4 | 5.3 | 0.9 | 1% | - | - |
| 01/2005 | 1.65% | 1.65% | 870.8 | 3.9 | 3 | -0.4 | 1% | - | - |
| 12/2004 | 2.63% | 10.02% | 857 | 18.5 | 4.5 | -0.8 | 0.94% | - | - |
| 11/2004 | 1.7% | 7.2% | 823 | 5.4 | 3.3 | -1.9 | 0.94% | - | - |
| 10/2004 | 0.19% | 5.41% | 809.8 | 3.2 | 2.6 | -1.3 | 0.94% | - | - |
| 09/2004 | 0.78% | 5.21% | 809.6 | 2.8 | 4.4 | -0.5 | 0.94% | - | - |
| 08/2004 | 0.03% | 4.4% | 806.1 | 3.1 | 4.9 | -1.3 | 0.94% | - | - |
| 07/2004 | -0.7% | 4.37% | 809.6 | 3.4 | 4 | -1.1 | 0.94% | - | - |
| 06/2004 | 1.3% | 5.1% | 817.7 | 3.6 | 4.7 | -0.6 | 0.94% | - | - |
| 05/2004 | 0.98% | 3.75% | 809.7 | 3.3 | 3.7 | -0.5 | 0.94% | - | - |
| 04/2004 | 0.68% | 2.75% | 803.3 | 3.1 | 3.5 | -0.2 | 0.94% | - | - |
| 03/2004 | 0.86% | 2.05% | 799.2 | 3.6 | 3.3 | -2 | 0.94% | - | - |
| 02/2004 | 0.3% | 1.18% | 794.6 | 3.4 | 3.9 | -1.6 | 0.94% | - | - |
| 01/2004 | 0.88% | 0.88% | 795 | 3.1 | 5.7 | 0.6 | 0.94% | - | - |
| 12/2003 | 1.47% | 16.06% | 790.7 | 15.9 | 3.2 | -1.1 | 0.96% | - | - |
| 11/2003 | 1.67% | 14.38% | 768.4 | 3.4 | 3.6 | -1.2 | 0.96% | - | - |
| 10/2003 | 2% | 12.5% | 757.9 | 2.5 | 4.5 | -0.1 | 0.96% | - | - |
| 09/2003 | 1.5% | 10.3% | 745.7 | 2.5 | 5.4 | 0.2 | 0.96% | - | - |
| 08/2003 | -0.05% | 8.67% | 738 | 2.4 | 3.5 | -0.8 | 0.96% | - | - |
| 07/2003 | -0.93% | 8.72% | 740.8 | 2.4 | 3.7 | -0.6 | 0.96% | - | - |
| 06/2003 | 1.4% | 9.74% | 750.4 | 2.6 | 3.9 | -1.1 | 0.96% | - | - |
| 05/2003 | 2.37% | 8.23% | 742.7 | 2.6 | 8.3 | -1.1 | 0.96% | - | - |
| 04/2003 | 3.18% | 5.72% | 733 | 2.4 | 11.2 | -0.7 | 0.96% | - | - |
| 03/2003 | 1.58% | 2.46% | 720.5 | 2.7 | 10.2 | 0.1 | 0.96% | - | - |
| 02/2003 | 0.86% | 0.87% | 717.2 | 2.8 | 9.5 | 1.7 | 0.96% | - | - |
| 01/2003 | 0.01% | 0.01% | 716.7 | 3.6 | 9.1 | 0 | 0.96% | - | - |
| 12/2002 | -0.77% | -0.74% | 722.7 | 13.9 | 11.5 | 0.5 | 0.95% | - | - |
| 11/2002 | 2.65% | 0.03% | 725.8 | 2.7 | 11 | 0.4 | 0.95% | - | - |
| 10/2002 | -0.26% | -2.55% | 715.7 | 2.7 | 6.2 | -1.6 | 0.95% | - | - |
| 09/2002 | -2.04% | -2.3% | 723.2 | 2.7 | 8.8 | -0.2 | 0.95% | - | - |
| 08/2002 | 0.3% | -0.26% | 745.3 | 2.7 | 11.6 | -0.2 | 0.95% | - | - |
| 07/2002 | 0.85% | -0.56% | 752.7 | 2.7 | 10.7 | -0 | 0.95% | - | - |
| 06/2002 | -1.18% | -1.4% | 755 | 3.1 | 7 | -0 | 0.95% | - | - |
| 05/2002 | 1.5% | -0.22% | 768.5 | 3 | 4.3 | -0.3 | 0.95% | - | - |
| 04/2002 | -0.66% | -1.69% | 759.4 | 3.1 | 5.9 | 0.9 | 0.95% | - | - |
| 03/2002 | -1.44% | -1.04% | 767 | 3.1 | 4.3 | -0.5 | 0.95% | - | - |
| 02/2002 | -0.57% | 0.4% | 780.4 | 3.8 | 6.6 | 1.6 | 0.95% | - | - |
| 01/2002 | 0.98% | 0.98% | 786.8 | 8.2 | 10.6 | 1.5 | 0.95% | - | - |
| 12/2001 | 3.51% | 7.78% | 780.8 | 17.2 | 7.6 | -0.8 | 1% | - | - |
| 11/2001 | 1.45% | 4.12% | 746.5 | 2.9 | 5.2 | -0.3 | 1% | - | - |
| 10/2001 | 0.33% | 2.63% | 739.2 | 2.9 | 7.7 | 0.8 | 1% | - | - |
| 09/2001 | -1.22% | 2.29% | 741.5 | 2.8 | 8.8 | 0.5 | 1% | - | - |
| 08/2001 | 0.21% | 3.56% | 756.6 | 2.3 | 8.3 | -0.5 | 1% | - | - |
| 07/2001 | 1.67% | 3.34% | 762.1 | 2.8 | 7.7 | 0.5 | 1% | - | - |
| 06/2001 | 0.76% | 1.64% | 754.7 | 2.9 | 10.4 | 0.1 | 1% | - | - |
| 05/2001 | 0.84% | 0.88% | 756.9 | 3.1 | 13.9 | 0.1 | 1% | - | - |
| 04/2001 | 2.58% | 0.04% | 761.9 | 3 | 16.2 | -1.4 | 1% | - | - |
| 03/2001 | -2.38% | -2.48% | 758 | 3 | 7.9 | 0.9 | 1% | - | - |
| 02/2001 | 0.38% | -0.1% | 780.9 | 3.2 | 10.4 | 2.1 | 1% | - | - |
| 01/2001 | -0.48% | -0.48% | 783.7 | 3.3 | 6.1 | 2.6 | 1% | - | - |
| 12/2000 | 0.85% | 3.74% | 788.2 | 10.1 | 6.3 | 0 | 1% | - | - |
| 11/2000 | 0.48% | 2.86% | 778.3 | 3.4 | 5.1 | -0.6 | 1% | - | - |
| 10/2000 | -2.97% | 2.37% | 777.6 | 3 | 5.9 | 0.7 | 1% | - | - |
| 09/2000 | 0.05% | 5.51% | 804 | 3.4 | 5.8 | 0.3 | 1% | - | - |
| 08/2000 | 2.15% | 5.45% | 806.4 | 3.1 | 5.6 | 0.2 | 1% | - | - |
| 07/2000 | -0.87% | 3.23% | 792.6 | 3.6 | 6.2 | 0.2 | 1% | - | - |
| 06/2000 | 0.65% | 4.14% | 802.5 | 3.5 | 7.8 | -0.1 | 1% | - | - |
| 05/2000 | 2.32% | 3.47% | 802.4 | 5.4 | 7.3 | 0.1 | 1% | - | - |
| 04/2000 | -1.03% | 1.12% | 786.7 | 3.5 | 9.2 | 0.8 | 1% | - | - |
| 03/2000 | -0.95% | 2.17% | 800.5 | 3.8 | 7.5 | 0.2 | 1% | - | - |
| 02/2000 | 3.04% | 3.15% | 812.2 | 3.5 | 10.4 | 2.2 | 1% | - | - |
| 01/2000 | 0.11% | 0.11% | 793.7 | 4.3 | 7.7 | 1.2 | 1% | - | - |
| 12/1999 | 2.39% | 15.48% | 795.8 | 10.7 | 9.3 | 1 | - | - | - |
| 11/1999 | 1.97% | 12.78% | 775.9 | 3.8 | 8 | 0.4 | - | - | - |
| 10/1999 | 0.82% | 10.6% | 765.5 | 3 | 6.9 | -0 | - | - | - |
| 09/1999 | 1.44% | 9.71% | 763.7 | 3.1 | 8.9 | 0.4 | - | - | - |
| 08/1999 | -0.36% | 8.15% | 758.9 | 3.2 | 10.9 | 0.5 | - | - | - |
| 07/1999 | 0.33% | 8.54% | 769.3 | 3.3 | 10.5 | 0.3 | - | - | - |
| 06/1999 | 1.54% | 8.18% | 774.4 | 3.1 | 11.4 | -0.2 | - | - | - |
| 05/1999 | 1.75% | 6.54% | 771.7 | 3.1 | 19.7 | -0.3 | - | - | - |
| 04/1999 | 1.95% | 4.71% | 776 | 3.4 | 26.1 | 0.1 | - | - | - |
| 03/1999 | 2.38% | 2.71% | 784.5 | 3.5 | 25.9 | -1.4 | - | - | - |
| 02/1999 | 0.6% | 0.32% | 790.6 | 3.4 | 16.1 | -0.3 | - | - | - |
| 01/1999 | -0.28% | -0.28% | 799.4 | 3.6 | 13.4 | 1.3 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של הפניקס גמל לבני 60 ומעלה?
ב-07/2026: -0.12% לחודש, 3.91% מתחילת השנה, 30.01% ל-3 שנים ו-32.69% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בהפניקס גמל לבני 60 ומעלה?
0.6% לשנה מהצבירה בממוצע ו-0.08% מההפקדות. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם הפניקס גמל לבני 60 ומעלה 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.