יחד קרן השתלמות לרופאים- כללי: תשואה, דמי ניהול וסיכון
יחד קרן השתלמות לרופאים- כללי מנוהלת על ידי יחד רופאים - חברה לניהול קופות גמל בע"מ (בשליטת ההסתדרות הרפואית בישראל), בסיווג קרנות השתלמות, פעילה מ-1978; 247 חודשי דיווח מ-01/2006 עד 07/2026.
תשואה 07/2026
-0.12%
מתחילת השנה
5.83%
3 שנים מצטבר
35.38%
5 שנים מצטבר
43.37%
דמי ניהול מצבירה
0.38%
לשנה
נכסים
1,205
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: 1,205 מיליון ש"ח, מקום 60 מתוך 234 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 43.37%, מקום 58 מתוך 152 בקטגוריה; ל-3 שנים: 35.38% (מקום 75 מתוך 164).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,337 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 18,643 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.38% לשנה (מקום 58 מתוך 223 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-7,332 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -14.2% בין 10/2007 ל-11/2008.
- סטיית תקן: 5.09; מדד שארפ: 1.11 (מקום 15 מתוך 152); חשיפה למניות 583.3%, לחו"ל 528.7%, למט"ח 266.2%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 8.33% | 9.84% | -13.07% | 22.49% | 7.49% | -2.93% | 6.64% | 7.97% | 5.33% | 0.75% | 2.25% | 6.23% | -2.6% | 11.13% | 4.63% | 11.99% | -5.87% | 8.89% | 11.42% | 13.44% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2025.
דירוג בקטגוריה קרנות השתלמות (07/2026)
דירוג לפי הנתון בלבד, מתוך 234 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 1,205 | 60 / 234 |
| דמי ניהול מצבירה (נמוך = 1) | 0.38% | 58 / 223 |
| תשואה מתחילת השנה | 5.83% | 68 / 231 |
| תשואה 3 שנים | 35.38% | 75 / 164 |
| תשואה 5 שנים | 43.37% | 58 / 152 |
| מדד שארפ | 1.11 | 15 / 152 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- אינפיניטי השתלמות מניות 1,183 מ' ש"ח
- מור קרן השתלמות לשכירים ולעצמאים מתמחים באפיקי השקעה סחירים משולב סחיר 1,160 מ' ש"ח
- קרן השתלמות למורים וגננות מסלול מקוצר - מסלול כללי 1,271 מ' ש"ח
- מינהל - קרן ההשתלמות לפקידים עובדי המינהל והשרותים - מסלול כללי 1,134 מ' ש"ח
- הפניקס השתלמות בניהול אישי 1,301 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.12% | 5.83% | 1,204.9 | 6.3 | 2.3 | -10.1 | 0.38% | 583.3% | 528.7% |
| 06/2026 | 0.34% | 5.95% | 1,212.9 | 4.8 | 3.3 | -10 | 0.38% | 571.7% | 512.4% |
| 05/2026 | 1.86% | 5.6% | 1,217.8 | 5.4 | 4.6 | -11.4 | 0.38% | 567.9% | 492.6% |
| 04/2026 | 3.19% | 3.67% | 1,206.4 | 5.2 | 4.9 | -9.6 | 0.38% | 565.3% | 495.3% |
| 03/2026 | -1.67% | 0.46% | 1,178.4 | 5.2 | 2.5 | -7.3 | 0.38% | 547.4% | 495.7% |
| 02/2026 | 0.57% | 2.17% | 1,203.4 | 5.1 | 2.7 | -9.7 | 0.38% | 584% | 515.1% |
| 01/2026 | 1.59% | 1.59% | 1,204.1 | 5.2 | 4.2 | -11.2 | 0.38% | 574.4% | 532.9% |
| 12/2025 | 0.72% | 13.44% | 1,195.7 | 5.4 | 5.8 | -14.1 | 0.37% | 560.4% | 517.7% |
| 11/2025 | 0.85% | 12.63% | 1,202.1 | 5.3 | 2.4 | -8 | 0.37% | 553.4% | 524.5% |
| 10/2025 | 1.11% | 11.68% | 1,197.5 | 5.2 | 2.7 | -7.3 | 0.37% | 556.2% | 524.2% |
| 09/2025 | 1.7% | 10.46% | 1,189.4 | 5.5 | 3.2 | -9 | 0.37% | 555.2% | 522.6% |
| 08/2025 | 0.8% | 8.61% | 1,176.6 | 5.4 | 6 | -8.5 | 0.37% | 545.9% | 511.7% |
| 07/2025 | 1.36% | 7.75% | 1,176.6 | 5.9 | 5.4 | -11.6 | 0.37% | 552% | 510.7% |
| 06/2025 | 2.72% | 6.3% | 1,172.1 | 5.5 | 3 | -7 | 0.37% | 542% | 500.8% |
| 05/2025 | 2.52% | 3.49% | 1,145.8 | 5.6 | 6.2 | -9.5 | 0.37% | 523.8% | 524.5% |
| 04/2025 | 0.29% | 0.94% | 1,127.8 | 5.7 | 5.3 | -14.5 | 0.37% | 499.8% | 497.4% |
| 03/2025 | -0.64% | 0.65% | 1,139.1 | 5.8 | 5.1 | -7.8 | 0.37% | 519.5% | 512.3% |
| 02/2025 | 0.02% | 1.3% | 1,154 | 5.7 | 2.9 | -8.5 | 0.37% | 524.1% | 533.7% |
| 01/2025 | 1.28% | 1.28% | 1,159.8 | 5.7 | 3.2 | -10.5 | 0.37% | 534.2% | 553.7% |
| 12/2024 | 0.5% | 11.42% | 1,153.3 | 5.7 | 6 | -14.5 | 0.35% | 528% | 536% |
| 11/2024 | 2.19% | 10.87% | 1,162.7 | 5.8 | 5.8 | -10.7 | 0.35% | 530.2% | 559.4% |
| 10/2024 | 0.26% | 8.49% | 1,148.7 | 5.5 | 7.5 | -10.4 | 0.35% | 517.1% | 551.5% |
| 09/2024 | 1.86% | 8.21% | 1,158.4 | 6.9 | 7.8 | -7.1 | 0.35% | 532.3% | 553.2% |
| 08/2024 | 0.51% | 6.23% | 1,145.5 | 5.6 | 5.2 | -6.7 | 0.35% | 509.3% | 540.9% |
| 07/2024 | 1.61% | 5.69% | 1,146.4 | 7.6 | 4.7 | -12.9 | 0.35% | 530.7% | 592.5% |
| 06/2024 | 0.42% | 4.02% | 1,138.5 | 6.3 | 5.6 | -11.8 | 0.35% | 525.8% | 616.1% |
| 05/2024 | 1.12% | 3.59% | 1,145 | 6.2 | 4.1 | -13.2 | 0.35% | 523.7% | 613.5% |
| 04/2024 | -1.3% | 2.44% | 1,143.6 | 6.4 | 2.9 | -4.7 | 0.35% | 513.7% | 604% |
| 03/2024 | 1.43% | 3.79% | 1,160.1 | 6.5 | 5.3 | -9.8 | 0.35% | 533% | 598.2% |
| 02/2024 | 2.14% | 2.32% | 1,152.7 | 6.5 | 4.6 | -7.9 | 0.35% | 512.4% | 582.3% |
| 01/2024 | 0.18% | 0.18% | 1,134.8 | 6.5 | 4.6 | -11.7 | 0.35% | 487% | 566.5% |
| 12/2023 | 2.43% | 8.89% | 1,142.8 | 6.6 | 4.3 | -10.7 | 0.33% | 496% | 555.8% |
| 11/2023 | 2.58% | 6.31% | 1,124.1 | 6.7 | 4.7 | -5.1 | 0.33% | 481% | 558.3% |
| 10/2023 | -1.86% | 3.64% | 1,099.1 | 6.7 | 5.3 | -6.3 | 0.33% | 469.4% | 573.1% |
| 09/2023 | -1.45% | 5.6% | 1,125.3 | 6.7 | 3.8 | -3.6 | 0.33% | 494.2% | 511.5% |
| 08/2023 | -0.41% | 7.15% | 1,143 | 6.9 | 6.3 | -9.9 | 0.33% | 517.9% | 571.6% |
| 07/2023 | 2.27% | 7.59% | 1,157.5 | 9 | 6.9 | -5.8 | 0.33% | 530.9% | 568.2% |
| 06/2023 | 1.64% | 5.21% | 1,135.8 | 7 | 7.7 | -6.5 | 0.33% | 518.1% | 539.2% |
| 05/2023 | 0.89% | 3.51% | 1,125.1 | 7.1 | 7.4 | -5.6 | 0.33% | 504.7% | 527.8% |
| 04/2023 | 1.41% | 2.6% | 1,121.4 | 6.5 | 5.7 | -4.1 | 0.33% | 514.2% | 539.2% |
| 03/2023 | 0.21% | 1.17% | 1,109.4 | 7.8 | 10.5 | -7.8 | 0.33% | 495.1% | 521.8% |
| 02/2023 | -1.39% | 0.96% | 1,117.9 | 7.2 | 7.8 | -9.3 | 0.33% | 518.2% | 549.5% |
| 01/2023 | 2.38% | 2.38% | 1,144.1 | 7.3 | 4.6 | -17.4 | 0.33% | 531.6% | 537% |
| 12/2022 | -1.47% | -5.87% | 1,132.3 | 7.4 | 4 | -8.8 | 0.33% | 533.1% | 489.6% |
| 11/2022 | 1.44% | -4.47% | 1,155.1 | 7.4 | 4.8 | -9.9 | 0.33% | 542.6% | 532.2% |
| 10/2022 | 2.15% | -5.83% | 1,146.2 | 7.5 | 4.6 | -11.9 | 0.33% | 535.7% | 515.4% |
| 09/2022 | -3.54% | -7.81% | 1,131.1 | 7.5 | 4.5 | -13.9 | 0.33% | 510.2% | 463.3% |
| 08/2022 | -0.92% | -4.42% | 1,183.9 | 7.7 | 4.7 | -14.8 | 0.33% | 548.2% | 497.8% |
| 07/2022 | 2.57% | -3.54% | 1,207.1 | 9.8 | 4.5 | -16.5 | 0.33% | 577.7% | 527.8% |
| 06/2022 | -1.91% | -5.95% | 1,188.3 | 8 | 7.3 | -11.9 | 0.33% | 558.9% | 499.8% |
| 05/2022 | -1.96% | -4.12% | 1,223.2 | 8.1 | 5.2 | -8.3 | 0.33% | 580.6% | 521.9% |
| 04/2022 | -1% | -2.21% | 1,253.5 | 8.2 | 3.7 | -12.9 | 0.33% | 600.9% | 518% |
| 03/2022 | 0.8% | -1.22% | 1,274.9 | 8.3 | 3.8 | -15.9 | 0.33% | 605.8% | 511.5% |
| 02/2022 | -0.55% | -2% | 1,276.5 | 8.3 | 7 | -12.5 | 0.33% | 606.8% | 514.8% |
| 01/2022 | -1.46% | -1.46% | 1,295.2 | 8.4 | 5 | -12.8 | 0.33% | 611.6% | 523.2% |
| 12/2021 | 1.55% | 11.99% | 1,324.4 | 8.6 | 4.1 | -17 | 0.3% | 622% | 516.6% |
| 11/2021 | -0.03% | 10.28% | 1,317.1 | 8.7 | 4.2 | -12.4 | 0.3% | 611.4% | 516.4% |
| 10/2021 | 2.23% | 10.31% | 1,325.7 | 8.8 | 4.4 | -20.2 | 0.3% | 618.7% | 527.2% |
| 09/2021 | -0.37% | 7.91% | 1,312.7 | 8.7 | 3.7 | -6.8 | 0.3% | 570.8% | 514.7% |
| 08/2021 | 1.13% | 8.31% | 1,319.8 | 9 | 5.3 | -17.7 | 0.3% | 454.8% | 366.4% |
| 07/2021 | -0.61% | 7.1% | 1,319.2 | 11.7 | 4.5 | -15.1 | 0.3% | 491.2% | 400.1% |
| 06/2021 | 0.9% | 7.76% | 1,335.7 | 9.3 | 5.7 | -25 | 0.3% | 549.3% | 452.2% |
| 05/2021 | 0.99% | 6.79% | 1,345.5 | 9.6 | 3.8 | -12.2 | 0.3% | 673% | 559.8% |
| 04/2021 | 1.9% | 5.75% | 1,338.9 | 9.7 | 4.1 | -17.3 | 0.3% | 661.1% | 558.7% |
| 03/2021 | 1.41% | 3.78% | 1,326 | 9.8 | 5.2 | -20.4 | 0.3% | 634.9% | 527.7% |
| 02/2021 | 0.98% | 2.33% | 1,323.5 | 9.9 | 7.1 | -15.1 | 0.3% | 607.8% | 521.1% |
| 01/2021 | 1.34% | 1.34% | 1,323.2 | 10.2 | 4.4 | -16 | 0.3% | 575.2% | 493.4% |
| 12/2020 | 2.13% | 4.63% | 1,316 | 10.1 | 6.8 | -24.3 | 0.24% | 521.2% | 462.4% |
| 11/2020 | 4.16% | 2.45% | 1,309.8 | 10.3 | 4.2 | -15.6 | 0.24% | 520.4% | 475% |
| 10/2020 | 0.23% | -1.64% | 1,266.9 | 10.4 | 6 | -17.4 | 0.24% | 481.4% | 456.9% |
| 09/2020 | -1.57% | -1.87% | 1,277.3 | 10.6 | 5.5 | -16 | 0.24% | 487.1% | 456.3% |
| 08/2020 | 3.89% | -0.31% | 1,309.1 | 10.8 | 6 | -19.5 | 0.24% | 510.6% | 460.8% |
| 07/2020 | 2.17% | -4.04% | 1,274.7 | 13.7 | 6.4 | -15.2 | 0.24% | 479.8% | 442.2% |
| 06/2020 | -0.45% | -6.08% | 1,255.6 | 11.1 | 7 | -14.1 | 0.24% | 458.5% | 422.3% |
| 05/2020 | 1.26% | -5.65% | 1,271.5 | 11.1 | 4.3 | -8.2 | 0.24% | 468.1% | 406.6% |
| 04/2020 | 4.67% | -6.83% | 1,257.4 | 11.2 | 3.9 | -9.5 | 0.24% | 459% | 388.3% |
| 03/2020 | -9.59% | -10.98% | 1,203.7 | 11.5 | 10.6 | -12 | 0.24% | 415.2% | 358.3% |
| 02/2020 | -2.04% | -1.54% | 1,344.6 | 11.5 | 7.4 | -20.6 | 0.24% | 469.8% | 371.3% |
| 01/2020 | 0.51% | 0.51% | 1,389.5 | 11.5 | 4.9 | -19.9 | 0.24% | 527.3% | 426.4% |
| 12/2019 | 0.8% | 11.13% | 1,395.9 | 11.9 | 7.2 | -20.3 | 0.22% | 554.7% | 454.7% |
| 11/2019 | 0.82% | 10.25% | 1,400.5 | 11.9 | 5.2 | -13.1 | 0.22% | 542.9% | 439.5% |
| 10/2019 | 1.33% | 9.35% | 1,395.9 | 12.4 | 5.2 | -12.4 | 0.22% | 541.3% | 447.8% |
| 09/2019 | 1.17% | 7.92% | 1,382.9 | 12.1 | 6.1 | -10.9 | 0.22% | 524.5% | 431.6% |
| 08/2019 | -0.78% | 6.67% | 1,372 | 12.6 | 7.8 | -16.3 | 0.22% | 493.1% | 411.5% |
| 07/2019 | 0.51% | 7.51% | 1,394.7 | 15.7 | 11.1 | -18.7 | 0.22% | 511.6% | 422.1% |
| 06/2019 | 1.52% | 6.96% | 1,401.9 | 12.8 | 9.7 | -11.9 | 0.22% | 493.8% | 416.5% |
| 05/2019 | -1.16% | 5.36% | 1,389.9 | 12.6 | 8.5 | -10.5 | 0.22% | 471.6% | 397.8% |
| 04/2019 | 1.73% | 6.6% | 1,412.9 | 12.9 | 5.1 | -10.5 | 0.22% | 512.9% | 426.3% |
| 03/2019 | 0.71% | 4.79% | 1,391.7 | 13 | 5.1 | -17.9 | 0.22% | 500.7% | 413.8% |
| 02/2019 | 1.4% | 4.05% | 1,392.1 | 13 | 5.4 | -16.1 | 0.22% | 513.4% | 419.9% |
| 01/2019 | 2.61% | 2.61% | 1,381.6 | 13.1 | 5.4 | -12.1 | 0.22% | 498.1% | 417.2% |
| 12/2018 | -3.12% | -2.6% | 1,351.1 | 13.1 | 7.2 | -17.9 | 0.22% | 477.8% | 411.9% |
| 11/2018 | 0.11% | 0.54% | 1,407.3 | 12.9 | 6.6 | -16.7 | 0.22% | 518.3% | 462.8% |
| 10/2018 | -1.81% | 0.43% | 1,416.4 | 13.3 | 5.3 | -20.5 | 0.22% | 513.3% | 474.8% |
| 09/2018 | -0.04% | 2.28% | 1,455.5 | 13.3 | 4.4 | -6.8 | 0.22% | 545.9% | 478.4% |
| 08/2018 | 1.17% | 2.32% | 1,454.1 | 13.4 | 6.1 | -20.6 | 0.22% | 561.4% | 482.1% |
| 07/2018 | 1.21% | 1.14% | 1,450.8 | 17.5 | 9 | -18 | 0.22% | 555.9% | 478% |
| 06/2018 | -0.09% | -0.07% | 1,443.1 | 13.8 | 6.4 | -17.9 | 0.22% | 543.1% | 470.2% |
| 05/2018 | 0.26% | 0.02% | 1,455.3 | 14.1 | 6.3 | -15.7 | 0.22% | 550.8% | 455.4% |
| 04/2018 | 0.83% | -0.24% | 1,459.7 | 14.3 | 10 | -17 | 0.22% | 556.7% | 456.8% |
| 03/2018 | -0.78% | -1.06% | 1,460.5 | 14.2 | 7.1 | -20.6 | 0.22% | 544% | 452.6% |
| 02/2018 | -1.43% | -0.29% | 1,485.8 | 14.9 | 10 | -13.4 | 0.22% | 568.3% | 462.3% |
| 01/2018 | 1.16% | 1.16% | 1,516.2 | 14.4 | 6.4 | -21.9 | 0.22% | 609.9% | 492.3% |
| 12/2017 | 0.77% | 6.23% | 1,512.7 | 15.1 | 7 | -24.1 | 0.21% | 584% | 477.6% |
| 11/2017 | 0.65% | 5.42% | 1,517.4 | 15 | 5.6 | -18.7 | 0.21% | 571.5% | 472.5% |
| 10/2017 | 0.9% | 4.74% | 1,517.2 | 15 | 4.8 | -18.4 | 0.21% | 561.5% | 467% |
| 09/2017 | 0.38% | 3.8% | 1,512.1 | 15.4 | 6.9 | -14.3 | 0.21% | 533.5% | 444.2% |
| 08/2017 | 0.07% | 3.41% | 1,512.4 | 15.4 | 7.4 | -13.9 | 0.21% | 520.5% | 462.7% |
| 07/2017 | 1.04% | 3.34% | 1,517.5 | 19.7 | 9.1 | -18.4 | 0.21% | 535.2% | 474.8% |
| 06/2017 | -0.3% | 2.28% | 1,509.9 | 15.6 | 8.9 | -17.4 | 0.21% | 520.1% | 470.6% |
| 05/2017 | 0.81% | 2.58% | 1,525.5 | 15.7 | 9 | -20.1 | 0.21% | 521.8% | 477.8% |
| 04/2017 | 0.96% | 1.76% | 1,526.7 | 15.9 | 6.8 | -22 | 0.21% | 506.6% | 475.3% |
| 03/2017 | 0.16% | 0.79% | 1,525.3 | 16.3 | 9.1 | -13.6 | 0.21% | 523.3% | 478% |
| 02/2017 | 0.47% | 0.63% | 1,529.6 | 15.9 | 6.4 | -15.2 | 0.21% | 527.3% | 467.2% |
| 01/2017 | 0.16% | 0.16% | 1,528.4 | 16.1 | 6.2 | -24.1 | 0.21% | 509.6% | 458% |
| 12/2016 | 0.94% | 2.25% | 1,540.4 | 16.1 | 7.9 | -12.8 | 0.21% | 533.8% | 476.6% |
| 11/2016 | 0.34% | 1.3% | 1,530.9 | 16.3 | 7.9 | -15.9 | 0.21% | 522.1% | 461.3% |
| 10/2016 | 0.1% | 0.96% | 1,533.5 | 16.4 | 7.2 | -9.4 | 0.21% | 498.4% | 444.5% |
| 09/2016 | -0.58% | 0.86% | 1,532.4 | 16.5 | 7.2 | -19.1 | 0.21% | 494% | 437% |
| 08/2016 | 0.12% | 1.44% | 1,551.4 | 16.6 | 11.3 | -13.7 | 0.21% | 502.9% | 436.7% |
| 07/2016 | 1.7% | 1.32% | 1,558.2 | 21.3 | 8.6 | -14.3 | 0.21% | 497.4% | 439.5% |
| 06/2016 | -0.46% | -0.37% | 1,534 | 16.8 | 10.7 | -9.6 | 0.21% | 480.7% | 426.1% |
| 05/2016 | 0.43% | 0.09% | 1,544.9 | 18 | 8.5 | -11.3 | 0.21% | 505.2% | 437.1% |
| 04/2016 | 0.79% | -0.34% | 1,540.2 | 16.9 | 7.7 | -9.5 | 0.21% | 491.8% | 424.6% |
| 03/2016 | 1.03% | -1.12% | 1,528.6 | 16.8 | 7.1 | -8.1 | 0.21% | 491.9% | 423.8% |
| 02/2016 | -0.86% | -2.13% | 1,511.7 | 16.9 | 6.6 | -7.5 | 0.21% | 479.6% | 422.8% |
| 01/2016 | -1.28% | -1.28% | 1,522.1 | 17.5 | 4.1 | -10.9 | 0.21% | 485.4% | 428.9% |
| 12/2015 | -1.01% | 0.75% | 1,539.7 | 17.3 | 6.8 | -10.2 | 0.21% | 535.5% | 448.4% |
| 11/2015 | -0.3% | 1.78% | 1,555.2 | 17.5 | 7.8 | -10.4 | 0.21% | 541.8% | 459.9% |
| 10/2015 | 2.52% | 2.09% | 1,560.8 | 17.1 | 6.6 | -7.8 | 0.21% | 530.8% | 426.2% |
| 09/2015 | -1.62% | -0.42% | 1,520 | 18.7 | 5.1 | -5.8 | 0.21% | 498% | 403.8% |
| 08/2015 | -1.85% | 1.22% | 1,537.4 | 17.3 | 7.8 | -9.4 | 0.21% | 512.9% | 406.2% |
| 07/2015 | 1.33% | 3.13% | 1,566.7 | 21.8 | 7.7 | -12.1 | 0.21% | 539.2% | 417.3% |
| 06/2015 | -2.21% | 1.77% | 1,544.4 | 17.3 | 8 | -12.1 | 0.21% | 523.6% | 414.9% |
| 05/2015 | 0.32% | 4.07% | 1,582.4 | 17.3 | 8.4 | -8.2 | 0.21% | 550.5% | 441.5% |
| 04/2015 | 0.65% | 3.74% | 1,576.7 | 17.5 | 11.5 | -7.6 | 0.21% | 545% | 440.3% |
| 03/2015 | 0.49% | 3.07% | 1,568.3 | 17.8 | 9 | -8.6 | 0.21% | 540.6% | 442.9% |
| 02/2015 | 2.25% | 2.57% | 1,560.8 | 17.5 | 9.9 | -8 | 0.21% | 544.6% | 426.8% |
| 01/2015 | 0.31% | 0.31% | 1,527 | 17.4 | 7.2 | -9.5 | 0.21% | 525.3% | 419.8% |
| 12/2014 | -1.48% | 5.33% | 1,521.9 | 17.6 | 8.5 | -7.6 | 0.29% | 523% | 397.6% |
| 11/2014 | 1.55% | 6.92% | 1,543.5 | 17.8 | 6.9 | -9.1 | 0.29% | 548.2% | 416.3% |
| 10/2014 | -0.03% | 5.28% | 1,518.4 | 17.7 | 7 | -6 | 0.29% | 539.8% | 395% |
| 09/2014 | 0.29% | 5.32% | 1,514.4 | 18.1 | 10 | -10.1 | 0.29% | 536.7% | 381% |
| 08/2014 | 1.99% | 5.01% | 1,512.1 | 18 | 7.3 | -9.1 | 0.29% | 529.9% | 355.1% |
| 07/2014 | -0.38% | 2.96% | 1,481.2 | 22.2 | 7 | -9.8 | 0.29% | 507.8% | 333.1% |
| 06/2014 | -0.03% | 3.36% | 1,481.6 | 17.9 | 9.5 | -11 | 0.29% | 515.7% | 343.5% |
| 05/2014 | 1.09% | 3.39% | 1,484.8 | 17.5 | 5.9 | -7.4 | 0.29% | 517.6% | 345% |
| 04/2014 | 0.15% | 2.27% | 1,464.9 | 17.8 | 9.4 | -9.4 | 0.29% | 510.6% | 339.6% |
| 03/2014 | 0.72% | 2.12% | 1,463.9 | 18 | 9 | -9.3 | 0.29% | 499.4% | 324.9% |
| 02/2014 | 1.97% | 1.39% | 1,453.8 | 17.5 | 7.7 | -6.9 | 0.29% | 494.7% | 296.7% |
| 01/2014 | -0.57% | -0.57% | 1,423.1 | 18.4 | 5.6 | -5.8 | 0.29% | 484.4% | 284.6% |
| 12/2013 | -0.21% | 7.97% | 1,424.5 | 18.1 | 8.3 | -21.3 | 0.33% | 505.7% | 294.1% |
| 11/2013 | 1.63% | 8.2% | 1,439.2 | 18 | 8.1 | -8 | 0.33% | 449% | 272.6% |
| 10/2013 | 1.37% | 6.46% | 1,414.5 | 18 | 9.3 | -7.3 | 0.33% | 433.6% | 265.8% |
| 09/2013 | 2.17% | 5.02% | 1,394.3 | 18.2 | 7.4 | -6.7 | 0.33% | 437% | 273.7% |
| 08/2013 | -0.79% | 2.79% | 1,360.9 | 17.1 | 8.4 | -9.1 | 0.33% | 421.3% | 265.9% |
| 07/2013 | 1.52% | 3.61% | 1,372.6 | 22 | 10.1 | -12.3 | 0.33% | 422.7% | 269.4% |
| 06/2013 | -1.55% | 2.06% | 1,353 | 17.8 | 9.3 | -9.3 | 0.33% | 419.5% | 239.5% |
| 05/2013 | 1.37% | 3.67% | 1,375.1 | 17.3 | 13.1 | -9 | 0.33% | 431.3% | 254.8% |
| 04/2013 | 0.46% | 2.27% | 1,361.4 | 17.8 | 15.9 | -8.4 | 0.33% | 401.6% | 232.8% |
| 03/2013 | 0.14% | 1.8% | 1,361.9 | 17.6 | 8.5 | -4.6 | 0.33% | 388.3% | 221.6% |
| 02/2013 | 0.94% | 1.66% | 1,355.8 | 17.6 | 11 | -5.2 | 0.33% | 400.5% | 229.8% |
| 01/2013 | 0.71% | 0.71% | 1,342.2 | 17.7 | 8.5 | -8.6 | 0.33% | 371.9% | 212.7% |
| 12/2012 | -0.42% | 6.64% | 1,332.4 | 18.2 | 8.6 | -7 | 0.32% | 354.3% | 216.4% |
| 11/2012 | 0.44% | 7.09% | 1,335.8 | 17.3 | 9.2 | -6.2 | 0.32% | 363.2% | 220.8% |
| 10/2012 | 0.87% | 6.62% | 1,328.4 | 17.6 | 13 | -8.1 | 0.32% | 359.8% | 220.9% |
| 09/2012 | 1.53% | 5.7% | 1,320.8 | 17.5 | 8.6 | -6 | 0.32% | 341.5% | 212.1% |
| 08/2012 | 0.53% | 4.11% | 1,298 | 17.3 | 13.5 | -9.6 | 0.32% | 335.7% | 187.2% |
| 07/2012 | 2.1% | 3.56% | 1,297.3 | 22.7 | 9.1 | -7.7 | 0.32% | 329% | 182.7% |
| 06/2012 | -0.25% | 1.43% | 1,265.1 | 17 | 11.1 | -10.2 | 0.32% | 328.4% | 174.7% |
| 05/2012 | -2.12% | 1.69% | 1,273 | 17.1 | 12.6 | -5.6 | 0.32% | 326.4% | 168.5% |
| 04/2012 | 0.97% | 3.89% | 1,302.2 | 17.7 | 8.1 | -9.2 | 0.32% | 334.3% | 171.1% |
| 03/2012 | 0.7% | 2.89% | 1,289.8 | 17 | 10 | -8.1 | 0.32% | 329.9% | 171.2% |
| 02/2012 | 0.25% | 2.17% | 1,282.2 | 16.8 | 8.2 | -7.6 | 0.32% | 323.4% | 174% |
| 01/2012 | 1.92% | 1.92% | 1,278.3 | 17.4 | 9.5 | -13.4 | 0.32% | 307.2% | 147.1% |
| 12/2011 | 0.25% | -2.93% | 1,259.8 | 16.9 | 8.6 | -8.6 | 0.3% | 297.4% | 143.2% |
| 11/2011 | -0.87% | -3.17% | 1,257.2 | 16.8 | 6.9 | -5.2 | 0.3% | 298% | 144.1% |
| 10/2011 | 2.09% | -2.32% | 1,263.9 | 17.1 | 7.8 | -3.3 | 0.3% | 307.8% | 143.2% |
| 09/2011 | -1.24% | -4.32% | 1,232.4 | 15.7 | 7.9 | -5.9 | 0.3% | 305% | 136.8% |
| 08/2011 | -1.67% | -3.12% | 1,246.7 | 15.9 | 9.9 | -5.5 | 0.3% | 308.4% | 142.1% |
| 07/2011 | 0.34% | -1.48% | 1,267.7 | 20.4 | 10.5 | -6.9 | 0.3% | 316.2% | 145.8% |
| 06/2011 | -0.86% | -1.81% | 1,260.6 | 15.5 | 10 | -4.9 | 0.3% | 317.7% | 143.3% |
| 05/2011 | -0.79% | -0.96% | 1,271.2 | 16 | 8.9 | -6.3 | 0.3% | 348.8% | 141.8% |
| 04/2011 | 0.07% | -0.17% | 1,280.9 | 15.6 | 8.2 | -3.3 | 0.3% | 345.9% | 135% |
| 03/2011 | -0.19% | -0.24% | 1,276.2 | 15.9 | 11.3 | -6.9 | 0.3% | 348.5% | 107.4% |
| 02/2011 | -0.11% | -0.05% | 1,281.1 | 15.7 | 8.7 | -4.6 | 0.3% | 344.1% | 96.4% |
| 01/2011 | 0.06% | 0.06% | 1,280.4 | 15.4 | 5.6 | -3.6 | 0.3% | 340% | 84.4% |
| 12/2010 | 1.12% | 7.49% | 1,273.7 | 15 | 8.5 | -4.5 | 0.26% | 349.7% | 66.1% |
| 11/2010 | -0.48% | 6.3% | 1,257.8 | 15.1 | 9.2 | -6.1 | 0.26% | 332.6% | 64.6% |
| 10/2010 | 1.99% | 6.81% | 1,264.2 | 15.2 | 10 | -6 | 0.26% | 337.2% | 64.9% |
| 09/2010 | 1.55% | 4.73% | 1,240.6 | 15 | 10.6 | -1.7 | 0.26% | 313.3% | 63% |
| 08/2010 | 0.68% | 3.13% | 1,219.2 | 15.6 | 7.3 | -3.1 | 0.26% | 287.3% | 59.8% |
| 07/2010 | 1.51% | 2.43% | 1,206 | 19.8 | 9 | -4.3 | 0.26% | 268.9% | 61.5% |
| 06/2010 | 0.48% | 0.91% | 1,181.9 | 14.6 | 10 | -7.3 | 0.26% | 255.4% | 57.9% |
| 05/2010 | -1.19% | 0.43% | 1,179.6 | 14.8 | 8.3 | -1.9 | 0.26% | 258.3% | 59.6% |
| 04/2010 | -0.71% | 1.64% | 1,189.4 | 14.5 | 5.5 | -4.2 | 0.26% | 277.7% | 60.4% |
| 03/2010 | 1.55% | 2.36% | 1,193.5 | 14.9 | 9.1 | -2.6 | 0.26% | 276.7% | 59% |
| 02/2010 | 0.87% | 0.8% | 1,172.2 | 14.5 | 9.4 | -1.7 | 0.26% | 253.1% | 56.5% |
| 01/2010 | -0.07% | -0.07% | 1,158.9 | 14.2 | 5.1 | -3.8 | 0.26% | 245.1% | 54.6% |
| 12/2009 | 0.39% | 22.49% | 1,154.6 | 14.3 | 6.5 | -3.9 | 0.24% | 240.2% | 59.5% |
| 11/2009 | 1.65% | 22.01% | 1,146.7 | 14.2 | 7.3 | -2 | 0.24% | 228.1% | 58.8% |
| 10/2009 | 1.23% | 20.03% | 1,123.4 | 13.9 | 6.1 | -4.2 | 0.24% | 218.9% | 56.7% |
| 09/2009 | 1.56% | 18.57% | 1,106.3 | 14.1 | 7.3 | -3 | 0.24% | 212.3% | 48.2% |
| 08/2009 | 0.4% | 16.75% | 1,086.3 | 14.7 | 8.8 | -2.8 | 0.24% | 199.3% | 41.6% |
| 07/2009 | 2.32% | 16.28% | 1,079 | 18.4 | 7.8 | -2.9 | 0.24% | 190.1% | 40.2% |
| 06/2009 | 1.88% | 13.65% | 1,047 | 14 | 9.6 | -3.1 | 0.24% | 175.5% | 39.5% |
| 05/2009 | 1.05% | 11.55% | 1,026.8 | 13.8 | 8 | -4.2 | 0.24% | 177.2% | 31.4% |
| 04/2009 | 3.35% | 10.39% | 1,014.9 | 13.5 | 7.7 | -3.9 | 0.24% | 156.1% | 30.2% |
| 03/2009 | 2.7% | 6.81% | 980.2 | 13.7 | 12.8 | -6.7 | 0.24% | 153.9% | 31.4% |
| 02/2009 | 0.78% | 4% | 960.3 | 17.7 | 11.1 | -6.6 | 0.24% | 135.7% | 30.5% |
| 01/2009 | 3.2% | 3.2% | 953.2 | 15.4 | 10.4 | -9.7 | 0.24% | 126.2% | 32.5% |
| 12/2008 | 0.48% | -13.07% | 928.4 | 12.8 | 20.9 | -4.9 | 0.19% | 122.5% | 33.2% |
| 11/2008 | -1.36% | -13.48% | 937.4 | 12.7 | 23.1 | -2.6 | 0.19% | 131.3% | 41.8% |
| 10/2008 | -5.12% | -12.29% | 963.7 | 9 | 19.1 | -3.6 | 0.19% | 144% | 42.7% |
| 09/2008 | -4.65% | -7.56% | 1,030 | 16.1 | 15.3 | -5.3 | 0.19% | 174.5% | 51.1% |
| 08/2008 | 0.18% | -3.05% | 1,084.9 | 12.8 | 12.5 | -5.4 | 0.19% | 196.8% | 61.1% |
| 07/2008 | -1.25% | -3.22% | 1,088.5 | 17.3 | 13.3 | -4.3 | 0.19% | 201.7% | 60.3% |
| 06/2008 | -0.75% | -2% | 1,102.6 | 13.7 | 12.9 | -2.1 | 0.19% | 204.3% | 59.6% |
| 05/2008 | 1% | -1.26% | 1,112.6 | 12.3 | 9.7 | -2.5 | 0.19% | 203.3% | 55.8% |
| 04/2008 | 1.91% | -2.23% | 1,101.7 | 13.2 | 9 | -3.3 | 0.19% | 203.1% | 58.6% |
| 03/2008 | -2.14% | -4.07% | 1,080.3 | 12.8 | 11.1 | -5.1 | 0.19% | 207.2% | 57% |
| 02/2008 | 1% | -1.97% | 1,107.6 | 12.3 | 9.8 | -4.7 | 0.19% | 227.9% | 60.7% |
| 01/2008 | -2.94% | -2.94% | 1,091.1 | 12.6 | 7.7 | -10 | 0.19% | 225.9% | 59.8% |
| 12/2007 | 0.2% | 9.84% | 1,137.3 | 13 | 6.2 | -8.9 | 0.18% | - | - |
| 11/2007 | -1.03% | 9.62% | 1,137.9 | 12.6 | 7.2 | -11.2 | 0.18% | - | - |
| 10/2007 | 2.14% | 10.76% | 1,155.8 | 12.9 | 9.9 | -10 | 0.18% | - | - |
| 09/2007 | 1.73% | 8.44% | 1,138.7 | 13 | 6.1 | -11.1 | 0.18% | - | - |
| 08/2007 | -2.36% | 6.59% | 1,123.6 | 12.9 | 9.3 | -20.2 | 0.18% | - | - |
| 07/2007 | -0.26% | 9.17% | 1,167.9 | 18 | 11.3 | -15.9 | 0.18% | - | - |
| 06/2007 | 0.47% | 9.45% | 1,180.3 | 13 | 9.8 | -13.4 | 0.18% | - | - |
| 05/2007 | 2.62% | 8.94% | 1,184.9 | 13.2 | 10.9 | -19.3 | 0.18% | - | - |
| 04/2007 | 2.86% | 6.16% | 1,171.6 | 13.6 | 7.9 | -19.6 | 0.18% | - | - |
| 03/2007 | 0.51% | 3.21% | 1,152.7 | 13.1 | 10.2 | -12.2 | 0.18% | - | - |
| 02/2007 | 0.83% | 2.69% | 1,156.4 | 13.4 | 13.4 | -20.5 | 0.18% | - | - |
| 01/2007 | 1.84% | 1.84% | 1,167.3 | 13.6 | 6.8 | -15.9 | 0.18% | - | - |
| 12/2006 | 0.11% | 8.33% | 1,155.2 | 13.5 | 6.6 | -12.7 | 0.18% | - | - |
| 11/2006 | 0.97% | 8.21% | 1,160.2 | 13.6 | 10 | -9.1 | 0.18% | - | - |
| 10/2006 | 2.41% | 7.17% | 1,154.7 | 13.9 | 8.7 | -5.3 | 0.18% | - | - |
| 09/2006 | 0.86% | 4.65% | 1,127.7 | 13.7 | 10.3 | -1.4 | 0.18% | - | - |
| 08/2006 | 0.7% | 3.76% | 1,116.3 | 13.7 | 13.5 | -8.7 | 0.18% | - | - |
| 07/2006 | 0.96% | 3.04% | 1,117.1 | 19.1 | 14.2 | -4 | 0.18% | - | - |
| 06/2006 | -1.63% | 2.06% | 1,105.8 | 13.6 | 11.3 | -2.8 | 0.18% | - | - |
| 05/2006 | -0.13% | 3.75% | 1,124.7 | 13.8 | 15.7 | -3.2 | 0.18% | - | - |
| 04/2006 | 1.75% | 3.88% | 1,131.5 | 13.9 | 6.5 | -1.3 | 0.18% | - | - |
| 03/2006 | 0.71% | 2.1% | 1,106 | 13.5 | 7.6 | -2.4 | 0.18% | - | - |
| 02/2006 | -0.11% | 1.38% | 1,094.9 | 13.6 | 15.2 | -1.8 | 0.18% | - | - |
| 01/2006 | 1.49% | 1.49% | 1,099.6 | 13.6 | 7.2 | -2 | 0.18% | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של יחד קרן השתלמות לרופאים- כללי?
ב-07/2026: -0.12% לחודש, 5.83% מתחילת השנה, 35.38% ל-3 שנים ו-43.37% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול ביחד קרן השתלמות לרופאים- כללי?
0.38% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם יחד קרן השתלמות לרופאים- 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 · 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.