כלל גמל קופה מרכזית לפיצויים: תשואה, דמי ניהול וסיכון
הקרן הפסיקה לדווח ב-10/2020 (מוזגה או נסגרה) - הנתונים היסטוריים
כלל גמל קופה מרכזית לפיצויים מנוהלת על ידי כלל פנסיה וגמל בע"מ, בסיווג מרכזית לפיצויים, פעילה מ-1987; 262 חודשי דיווח מ-01/1999 עד 10/2020.
תשואה 10/2020
0%
מתחילת השנה
-3.07%
3 שנים מצטבר
9.49%
5 שנים מצטבר
16.57%
דמי ניהול מצבירה
0.75%
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-10/2020: 0 מיליון ש"ח, מקום 70 מתוך 71 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 16.57%, מקום 18 מתוך 59 בקטגוריה; ל-3 שנים: 9.49% (מקום 15 מתוך 61).
- 10,000 ש"ח שהופקדו לפני 5 שנים (11/2015) שווים היום 11,657 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 14,345 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.75% לשנה (מקום 56 מתוך 71 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-13,978 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -19.4% בין 10/2007 ל-11/2008.
- סטיית תקן: 6.22; מדד שארפ: 0.43 (מקום 31 מתוך 59); חשיפה למניות -, לחו"ל -, למט"ח -.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 19.3% | 2.58% | 7.2% | -1.16% | 17.73% | 8.58% | 13.77% | 6.95% | 8.73% | -17.64% | 37.67% | 12.77% | -6.98% | 10.1% | 10.42% | 3.97% | 2.36% | 1.3% | 7.68% | -1.21% | 12.63% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2019.
דירוג בקטגוריה מרכזית לפיצויים (10/2020)
דירוג לפי הנתון בלבד, מתוך 71 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 0 | 70 / 71 |
| דמי ניהול מצבירה (נמוך = 1) | 0.75% | 56 / 71 |
| תשואה מתחילת השנה | -3.07% | 52 / 62 |
| תשואה 3 שנים | 9.49% | 15 / 61 |
| תשואה 5 שנים | 16.57% | 18 / 59 |
| מדד שארפ | 0.43 | 31 / 59 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 10/2020 | 0% | -3.07% | 0 | 0 | 0 | 0 | 0.75% | - | - |
| 09/2020 | -1.55% | -3.07% | 73.6 | 0 | 0.3 | 0 | 0.75% | 27.5% | 26.2% |
| 08/2020 | 2.37% | -1.55% | 75 | 0 | 0.8 | 0 | 0.75% | 28.6% | 26.7% |
| 07/2020 | 2.39% | -3.82% | 74.1 | 0 | 0.3 | -0 | 0.75% | 27.4% | 26.6% |
| 06/2020 | -0.25% | -6.07% | 72.8 | 0 | 1.2 | 0 | 0.75% | 25.9% | 26.5% |
| 05/2020 | 1.37% | -5.83% | 74.2 | -0.1 | 0.1 | -0.1 | 0.75% | 26.4% | 25.1% |
| 04/2020 | 4.81% | -7.11% | 73.5 | 0 | 0.9 | 0 | 0.75% | 26.2% | 24.2% |
| 03/2020 | -9.53% | -11.37% | 71 | 0 | 0.1 | 0 | 0.75% | 25.7% | 22.8% |
| 02/2020 | -2.2% | -2.03% | 78.6 | 0 | 3.1 | -0.3 | 0.75% | 29.4% | 23.8% |
| 01/2020 | 0.17% | 0.17% | 83.8 | 0 | 0.6 | -2.6 | 0.75% | 31.1% | 26.1% |
| 12/2019 | 0.88% | 12.63% | 86.9 | 0 | 0.4 | 0.2 | 0.71% | 32.9% | 29.5% |
| 11/2019 | 0.78% | 11.65% | 86.4 | 0 | 2.1 | 0.5 | 0.71% | 33.9% | 30% |
| 10/2019 | 1.33% | 10.78% | 87.4 | 0 | 0.5 | 0.7 | 0.71% | 33.1% | 28.9% |
| 09/2019 | 1.29% | 9.33% | 86.1 | -0.1 | 0.6 | -0.1 | 0.71% | 32.1% | 28.2% |
| 08/2019 | -0.45% | 7.94% | 85.7 | 0 | 0.7 | -0.1 | 0.71% | 29.4% | 27.9% |
| 07/2019 | 0.88% | 8.42% | 86.9 | 0 | 1.9 | 0.7 | 0.71% | 32.1% | 28.5% |
| 06/2019 | 1.98% | 7.48% | 87.4 | 0 | 0.5 | -0.3 | 0.71% | 32% | 29.7% |
| 05/2019 | -1.17% | 5.39% | 86.4 | 0 | 0.7 | -1 | 0.71% | 28.4% | 26.7% |
| 04/2019 | 1.66% | 6.64% | 89.3 | 0 | 0.8 | -0.4 | 0.71% | 34.2% | 31.8% |
| 03/2019 | 0.84% | 4.9% | 89 | -0 | 0.3 | 0.1 | 0.71% | 32.3% | 30.4% |
| 02/2019 | 1.2% | 4.02% | 88.6 | 0 | 0.4 | -0.5 | 0.71% | 32.7% | 29.6% |
| 01/2019 | 2.79% | 2.79% | 88.5 | -0.1 | 0.4 | 0.1 | 0.71% | 31.6% | 28.9% |
| 12/2018 | -2.69% | -1.21% | 86.4 | 0.1 | 0.6 | -0.2 | 0.71% | 30.3% | 29.3% |
| 11/2018 | 0.38% | 1.52% | 89.6 | 0 | 0.7 | -0.6 | 0.71% | 33.3% | 30.3% |
| 10/2018 | -1.89% | 1.14% | 90.6 | 0 | 1.1 | -1.4 | 0.71% | 33.3% | 30.7% |
| 09/2018 | 0.1% | 3.09% | 94.9 | 0 | 0.2 | 0.1 | 0.71% | 34.1% | 29.8% |
| 08/2018 | 1.01% | 2.98% | 95 | 0.1 | 0.3 | 0 | 0.71% | 34.1% | 29.1% |
| 07/2018 | 1.4% | 1.95% | 94.3 | 0 | 0.3 | -0.3 | 0.71% | 33.2% | 28.9% |
| 06/2018 | -0.07% | 0.55% | 93.6 | 0.1 | 0.3 | -0.1 | 0.71% | 34% | 29.7% |
| 05/2018 | 0.24% | 0.62% | 94 | 0 | 1.5 | -1.5 | 0.71% | 33.1% | 29.5% |
| 04/2018 | 0.71% | 0.38% | 96.7 | 0 | 0.2 | 0.4 | 0.71% | 34.5% | 30.9% |
| 03/2018 | -0.53% | -0.33% | 96 | 0 | 0.3 | -0.1 | 0.71% | 32.6% | 27.9% |
| 02/2018 | -1.32% | 0.2% | 96.9 | 0 | 0.7 | -0.2 | 0.71% | 34.8% | 27.3% |
| 01/2018 | 1.54% | 1.54% | 99.2 | 0 | 0.6 | 0.3 | 0.71% | 32.7% | 26.8% |
| 12/2017 | 0.69% | 7.68% | 98.1 | 0 | 0.7 | -0.4 | 0.81% | 33.9% | 29.1% |
| 11/2017 | 0.82% | 6.94% | 98.6 | 0 | 0.7 | -1.9 | 0.81% | 38.6% | 31.9% |
| 10/2017 | 1.11% | 6.07% | 100.3 | 0 | 0.3 | -0.1 | 0.81% | 37% | 31.8% |
| 09/2017 | 0.44% | 4.91% | 99.7 | -0 | 0.2 | -0.5 | 0.81% | 36.1% | 31.1% |
| 08/2017 | 0.13% | 4.45% | 100.1 | 0.1 | 5.1 | -2.7 | 0.81% | 37.1% | 32.2% |
| 07/2017 | 1.51% | 4.31% | 107.7 | 0 | 1.4 | -0.5 | 0.81% | 37.9% | 32.7% |
| 06/2017 | -0.6% | 2.76% | 108 | 0 | 0.3 | -0.9 | 0.81% | 36.7% | 31.4% |
| 05/2017 | 1.2% | 3.38% | 110 | -0 | 1 | -0.9 | 0.81% | 38.8% | 32.3% |
| 04/2017 | 0.96% | 2.16% | 110.7 | 0 | 0.1 | 0.1 | 0.81% | 37.9% | 32.2% |
| 03/2017 | 0.32% | 1.18% | 109.7 | 0.1 | 0.6 | 0 | 0.81% | 37.5% | 30.9% |
| 02/2017 | 0.52% | 0.86% | 109.4 | -0 | 0.3 | 0.9 | 0.81% | 38.2% | 31.5% |
| 01/2017 | 0.34% | 0.34% | 108.8 | 0 | 0.4 | 0 | 0.81% | 38.6% | 31.3% |
| 12/2016 | 0.75% | 1.3% | 109.1 | 0 | 1.1 | -0.9 | 0.84% | 38.9% | 30.1% |
| 11/2016 | -0.01% | 0.55% | 110.3 | 0 | 1.5 | 0.9 | 0.84% | 37% | 26.7% |
| 10/2016 | 0.19% | 0.56% | 111 | 0 | 0.2 | 0 | 0.84% | 35.4% | 26.8% |
| 09/2016 | -0.78% | 0.37% | 111 | 0 | 1.1 | -1.1 | 0.84% | 35.7% | 26.5% |
| 08/2016 | -0.08% | 1.16% | 114.2 | 0 | 0.8 | 0 | 0.84% | 36.6% | 24.9% |
| 07/2016 | 1.89% | 1.24% | 115.1 | 0 | 1.1 | -0.2 | 0.84% | 36.4% | 24.6% |
| 06/2016 | -0.44% | -0.64% | 114.3 | 0 | 0.2 | -0.9 | 0.84% | 36.9% | 24.2% |
| 05/2016 | 0.24% | -0.2% | 116 | 0 | 0.6 | -4.4 | 0.84% | 35.7% | 22.4% |
| 04/2016 | 0.87% | -0.44% | 120.9 | 1.1 | 1.4 | 0 | 0.84% | 36.6% | 22.1% |
| 03/2016 | 0.86% | -1.3% | 120.2 | 2 | 0.5 | 0 | 0.84% | 37% | 23.2% |
| 02/2016 | -0.78% | -2.14% | 117.8 | 0 | 0.4 | -0.2 | 0.84% | 34.9% | 22.2% |
| 01/2016 | -1.37% | -1.37% | 119.4 | 0.1 | 0.1 | -0 | 0.84% | 38.1% | 26.5% |
| 12/2015 | -0.81% | 2.36% | 121.2 | 0 | 0.6 | 1.5 | 0.9% | 42.1% | 29.9% |
| 11/2015 | -0.11% | 3.2% | 121.3 | 0 | 0.9 | 0 | 0.9% | 43.9% | 31.5% |
| 10/2015 | 2.61% | 3.31% | 122.4 | 0 | 0.3 | 0 | 0.9% | 44.9% | 30.7% |
| 09/2015 | -1.95% | 0.69% | 119.6 | 0 | 0.1 | 0 | 0.9% | 43.3% | 28.2% |
| 08/2015 | -1.61% | 2.69% | 122.1 | 0 | 0.5 | 0 | 0.9% | 45.8% | 29.7% |
| 07/2015 | 1.73% | 4.37% | 124.7 | 0 | 0.2 | 0 | 0.9% | 47.8% | 32.7% |
| 06/2015 | -2.67% | 2.59% | 122.9 | 0 | 1.3 | -0.3 | 0.9% | 48.1% | 32% |
| 05/2015 | 0.39% | 5.41% | 128 | 0 | 0.7 | -4.3 | 0.9% | 49.9% | 34% |
| 04/2015 | 0.5% | 5% | 132.5 | 0 | 0.6 | -0.1 | 0.9% | 50.7% | 35.8% |
| 03/2015 | 0.91% | 4.48% | 132.6 | 0 | 0.2 | -0 | 0.9% | 51% | 36.4% |
| 02/2015 | 2.61% | 3.53% | 131.9 | 0 | 0.2 | 0.4 | 0.9% | 47.9% | 35.5% |
| 01/2015 | 0.9% | 0.9% | 128.4 | 0.1 | 0.4 | -1.2 | 0.9% | 44.8% | 33.2% |
| 12/2014 | -1.67% | 3.97% | 128.8 | 0 | 0.9 | -0.3 | 0.97% | 44.8% | 36% |
| 11/2014 | 1.35% | 5.74% | 132.3 | 0 | 0.5 | -2.2 | 0.97% | 48.3% | 39.8% |
| 10/2014 | -0.17% | 4.33% | 133.4 | 0 | 0.6 | -0.6 | 0.97% | 46.9% | 38% |
| 09/2014 | 0.14% | 4.51% | 134.9 | 0 | 0.2 | -0.1 | 0.97% | 46.6% | 38.5% |
| 08/2014 | 1.72% | 4.36% | 135.1 | 0 | 1.3 | -1.5 | 0.97% | 44.9% | 39.2% |
| 07/2014 | -0.32% | 2.6% | 135.8 | 0 | 0.3 | 0 | 0.97% | 43.7% | 36.9% |
| 06/2014 | 0% | 2.93% | 136.7 | 0 | 1 | 0.1 | 0.97% | 44.8% | 35.4% |
| 05/2014 | 1% | 2.93% | 137.7 | 0 | 0.3 | -0.8 | 0.97% | 44.9% | 36% |
| 04/2014 | -0.37% | 1.91% | 137.5 | 0 | 0.9 | 0 | 0.97% | 44.9% | 34.9% |
| 03/2014 | 0.94% | 2.29% | 139 | 0 | 0.4 | -0.4 | 0.97% | 45.8% | 34.7% |
| 02/2014 | 1.63% | 1.34% | 138.6 | 0 | 0.6 | -0.2 | 0.97% | 44.3% | 35.2% |
| 01/2014 | -0.29% | -0.29% | 137.2 | 0 | 2.4 | -0.4 | 0.97% | 42.2% | 33% |
| 12/2013 | -0.16% | 10.42% | 140.6 | 0 | 0.7 | -0.5 | 0.99% | 45.2% | 33.6% |
| 11/2013 | 1.53% | 10.6% | 142.1 | 0 | 0.3 | -0.2 | 0.99% | 46.7% | 34.3% |
| 10/2013 | 1.66% | 8.93% | 140.6 | 0 | 1.7 | 0 | 0.99% | 45.6% | 35% |
| 09/2013 | 1.86% | 7.16% | 140.1 | 0 | 0.6 | -1.3 | 0.99% | 44.7% | 34.9% |
| 08/2013 | -0.34% | 5.2% | 139.4 | 0 | 1.9 | 0.2 | 0.99% | 42.6% | 32.6% |
| 07/2013 | 1.96% | 5.56% | 141.8 | 0 | 1.3 | 0.4 | 0.99% | 40.7% | 34.2% |
| 06/2013 | -1.63% | 3.53% | 140.1 | 0 | 1.6 | -0.2 | 0.99% | 26.2% | 33.7% |
| 05/2013 | 1.43% | 5.24% | 144.3 | 0 | 0.6 | 0.2 | 0.99% | 43.6% | 36.5% |
| 04/2013 | 1.17% | 3.76% | 143 | 0 | 0.6 | -0.2 | 0.99% | 41.1% | 35.2% |
| 03/2013 | 0.43% | 2.56% | 142.3 | 0 | 1.6 | 1.8 | 0.99% | 42.9% | 35.6% |
| 02/2013 | 1.04% | 2.12% | 142.2 | 0 | 1.9 | 1.6 | 0.99% | 42.9% | 37% |
| 01/2013 | 1.07% | 1.07% | 140.4 | 0 | 0.3 | 1 | 0.99% | 42.5% | 37.1% |
| 12/2012 | 0.56% | 10.1% | 138.4 | 0 | 1.8 | -1 | 1.05% | 43.1% | 37.7% |
| 11/2012 | 1.13% | 9.49% | 140.5 | 0 | 0.8 | 1.1 | 1.05% | 43.3% | 33.8% |
| 10/2012 | 1.84% | 8.27% | 138.7 | 0 | 0.5 | -0.5 | 1.05% | 39.6% | 33.1% |
| 09/2012 | 2.18% | 6.31% | 137.3 | 0 | 0.2 | -0.7 | 1.05% | 38.9% | 34.6% |
| 08/2012 | 0.57% | 4.04% | 135.3 | 0 | 1.2 | -3.6 | 1.05% | 36.5% | 36.5% |
| 07/2012 | 1.93% | 3.45% | 139.5 | 0 | 0.9 | -0.5 | 1.05% | 35.7% | 34.4% |
| 06/2012 | -0.55% | 1.49% | 138.3 | 0 | 0.5 | -0.1 | 1.05% | 35.4% | 33.9% |
| 05/2012 | -2.89% | 2.05% | 139.8 | 0 | 1 | -11.9 | 1.05% | 36% | 31.7% |
| 04/2012 | 0.94% | 5.09% | 157.2 | 0 | 0.8 | 0 | 1.05% | 47.3% | 37.3% |
| 03/2012 | 0.85% | 4.11% | 156.5 | 0 | 0.4 | -1.2 | 1.05% | 47% | 39% |
| 02/2012 | 0.6% | 3.24% | 156.9 | 0 | 1 | -0.2 | 1.05% | 45.2% | 38.8% |
| 01/2012 | 2.62% | 2.62% | 157.4 | 0 | 0.4 | -3.6 | 1.05% | 43.4% | 35.4% |
| 12/2011 | 0.48% | -6.98% | 157.3 | 0.1 | 0.8 | -1 | 1.04% | 42.3% | 31.3% |
| 11/2011 | -1.77% | -7.42% | 158.4 | 0 | 0.5 | -0.3 | 1.04% | 44.2% | 31.6% |
| 10/2011 | 3.2% | -5.75% | 162.2 | 0.1 | 0.6 | 1.1 | 1.04% | 46.5% | 31% |
| 09/2011 | -2.61% | -8.68% | 156.7 | 0 | 0.3 | 0.3 | 1.04% | 43% | 29.1% |
| 08/2011 | -3.85% | -6.23% | 161.1 | 0 | 0.7 | 1.5 | 1.04% | 50.3% | 32.2% |
| 07/2011 | -0.28% | -2.47% | 166.8 | 0 | 0.6 | -2 | 1.04% | 57.9% | 34.9% |
| 06/2011 | -1.23% | -2.2% | 170 | 0 | 0.4 | 1.7 | 1.04% | 58.7% | 35.5% |
| 05/2011 | -0.92% | -0.98% | 171 | 0 | 0.5 | 2.7 | 1.04% | 58.9% | 35.2% |
| 04/2011 | -0.38% | -0.06% | 170.5 | 0 | 0.6 | -1.9 | 1.04% | 60.2% | 33.3% |
| 03/2011 | -0.1% | 0.32% | 173.8 | 0 | 2.1 | -0.4 | 1.04% | 63% | 32.3% |
| 02/2011 | -0.01% | 0.42% | 176.7 | 0 | 2 | 2.3 | 1.04% | 61.9% | 31.9% |
| 01/2011 | 0.43% | 0.43% | 176.5 | 0.2 | 1.5 | 0.3 | 1.04% | 62.5% | 32.3% |
| 12/2010 | 1.93% | 12.77% | 177 | 7.7 | 1.2 | 0.6 | 1% | 62.9% | 31.7% |
| 11/2010 | -0.62% | 10.63% | 166.8 | 0.5 | 1.1 | 1 | 1% | 58.7% | 28.9% |
| 10/2010 | 3.22% | 11.32% | 167.6 | 0.2 | 1.6 | 0.6 | 1% | 58.1% | 29.2% |
| 09/2010 | 2.06% | 7.85% | 163.4 | 0.9 | 1.3 | -0.3 | 1% | 53.1% | 27.9% |
| 08/2010 | 1.05% | 5.67% | 160.9 | 0.3 | 2 | -0.9 | 1% | 51% | 25.4% |
| 07/2010 | 2.5% | 4.57% | 161.9 | 0.3 | 1.7 | 1.1 | 1% | 50.1% | 25.7% |
| 06/2010 | 0.43% | 2.02% | 158.4 | 0.2 | 1.2 | 1.2 | 1% | 47.8% | 24.6% |
| 05/2010 | -2.5% | 1.59% | 157.6 | 0.2 | 1.8 | -0.3 | 1% | 49.5% | 23.8% |
| 04/2010 | -1.09% | 4.19% | 163.7 | 0.3 | 1.6 | 1.9 | 1% | 52% | 26% |
| 03/2010 | 2.37% | 5.34% | 165.1 | 0.2 | 1.1 | 2 | 1% | 54.4% | 24.8% |
| 02/2010 | 1.61% | 2.9% | 160.4 | 0.2 | 1.2 | 0.4 | 1% | 49.8% | 21.1% |
| 01/2010 | 1.27% | 1.27% | 158.7 | 0.2 | 2.3 | 1.8 | 1% | 48% | 20.4% |
| 12/2009 | 1.04% | 37.67% | 157.1 | 2.1 | 3.6 | 2.5 | 0.93% | 48.4% | 17.8% |
| 11/2009 | 2.04% | 36.25% | 154.7 | 0.1 | 1.4 | 1.3 | 0.93% | 45.8% | 21.5% |
| 10/2009 | 2.34% | 33.53% | 151.7 | 1.2 | 1.1 | 0.2 | 0.93% | 42.1% | 20% |
| 09/2009 | 1.29% | 30.47% | 148 | 1 | 1.4 | -0.7 | 0.93% | 39.7% | 17.4% |
| 08/2009 | 1.98% | 28.81% | 147.4 | 0.2 | 3.4 | -1.2 | 0.93% | 37.2% | 16.7% |
| 07/2009 | 3.78% | 26.31% | 148.9 | 2.9 | 1.5 | -0.5 | 0.93% | 37.4% | 14.3% |
| 06/2009 | 3.08% | 21.71% | 142.7 | 1.7 | 1.6 | -1 | 0.93% | 34.1% | 12.1% |
| 05/2009 | 1.89% | 18.07% | 139.5 | 1.2 | 0.7 | -13.1 | 0.93% | 33.4% | 11.6% |
| 04/2009 | 4.76% | 15.88% | 149.3 | 0.2 | 1.7 | 0.3 | 0.93% | 33.7% | 11.3% |
| 03/2009 | 4.48% | 10.62% | 143.8 | 0.2 | 1.4 | -1.6 | 0.93% | 30% | 9.3% |
| 02/2009 | 0.67% | 5.87% | 140.5 | 0.2 | 0.5 | -0 | 0.93% | 28.2% | 10.8% |
| 01/2009 | 5.17% | 5.17% | 140.1 | 0.6 | 0.9 | -4 | 0.93% | 25% | 10.6% |
| 12/2008 | 0.66% | -17.64% | 137.5 | 4.9 | 0.5 | -18.5 | 0.87% | 23.1% | 10.7% |
| 11/2008 | -1.91% | -18.18% | 150.5 | 0.2 | 0.8 | -0.2 | 0.87% | 29.5% | 13.2% |
| 10/2008 | -8.46% | -16.58% | 154.3 | 0.3 | 0.3 | -0.5 | 0.87% | 32% | 13.4% |
| 09/2008 | -5.65% | -8.87% | 169.2 | 0.3 | 0.6 | -0.6 | 0.87% | 40.2% | 12.7% |
| 08/2008 | -0.31% | -3.42% | 180.4 | 0.3 | 1.9 | -0.3 | 0.87% | 48% | 13.9% |
| 07/2008 | -1.36% | -3.12% | 183.1 | 1.9 | 0.3 | 3.5 | 0.87% | 46.5% | 12.9% |
| 06/2008 | -0.58% | -1.78% | 180.6 | 0.3 | 0.6 | 13.8 | 0.87% | 46.7% | 12.8% |
| 05/2008 | 1.27% | -1.21% | 168.3 | 0.3 | 0.7 | 0.1 | 0.87% | 44.5% | 10.7% |
| 04/2008 | 2.24% | -2.45% | 166.6 | 0.7 | 0.2 | 1.1 | 0.87% | 41% | 11.1% |
| 03/2008 | -2.47% | -4.58% | 161.5 | 0.3 | 0.7 | -0.2 | 0.87% | 38.9% | 10.4% |
| 02/2008 | 1.57% | -2.17% | 166.3 | 1 | 0.7 | -0.3 | 0.87% | 42.5% | 11.2% |
| 01/2008 | -3.68% | -3.68% | 163.8 | 0.6 | 0.5 | 8.8 | 0.87% | 42.5% | 10.4% |
| 12/2007 | 0.19% | 8.73% | 161.1 | 6.5 | 2.3 | 3.9 | 0.71% | - | - |
| 11/2007 | -1.7% | 8.52% | 153 | 0.8 | 0.6 | 0.4 | 0.71% | - | - |
| 10/2007 | 2.57% | 10.4% | 155.1 | 0.3 | 0.3 | 2.6 | 0.71% | - | - |
| 09/2007 | 2.04% | 7.63% | 148.7 | 0.7 | 0.4 | 2.7 | 0.71% | - | - |
| 08/2007 | -2.66% | 5.48% | 142.8 | 0.9 | 0.7 | 1.1 | 0.71% | - | - |
| 07/2007 | -0.58% | 8.36% | 145.5 | 0.6 | 0.3 | -1.9 | 0.71% | - | - |
| 06/2007 | 0.37% | 8.99% | 148.1 | 0.3 | 0.7 | 9.2 | 0.71% | - | - |
| 05/2007 | 2.38% | 8.59% | 138.9 | 0.2 | 0.6 | -2.8 | 0.71% | - | - |
| 04/2007 | 2.61% | 6.07% | 138.9 | 0.3 | 0.4 | -8.5 | 0.71% | - | - |
| 03/2007 | 0.41% | 3.37% | 143.9 | 0.7 | 0.2 | 1.4 | 0.71% | - | - |
| 02/2007 | 0.79% | 2.95% | 141.5 | 0.3 | 0.3 | 0.7 | 0.71% | - | - |
| 01/2007 | 2.14% | 2.14% | 139.8 | 0.7 | 0.7 | 0.2 | 0.71% | - | - |
| 12/2006 | -0.16% | 6.95% | 136.7 | 3.5 | 0.1 | 3.6 | 0.74% | - | - |
| 11/2006 | 0.95% | 7.12% | 130.1 | 0.2 | 0.3 | 1 | 0.74% | - | - |
| 10/2006 | 2.68% | 6.11% | 128 | 1.8 | 0.2 | 0.8 | 0.74% | - | - |
| 09/2006 | 0.42% | 3.34% | 122.4 | 0.2 | 0.3 | 1.1 | 0.74% | - | - |
| 08/2006 | 0.74% | 2.91% | 121 | 0.1 | 0.2 | -1.8 | 0.74% | - | - |
| 07/2006 | 0.86% | 2.16% | 122.1 | 0.4 | 0.2 | 3.5 | 0.74% | - | - |
| 06/2006 | -2.15% | 1.28% | 117.6 | 0.1 | 0.2 | 2.5 | 0.74% | - | - |
| 05/2006 | -0.57% | 3.51% | 117.8 | 0.2 | 0.1 | 2.3 | 0.74% | - | - |
| 04/2006 | 1.98% | 4.1% | 116.2 | 0.1 | 0.1 | 3.6 | 0.74% | - | - |
| 03/2006 | 0.96% | 2.08% | 110.4 | 0.2 | 0.9 | 3.7 | 0.74% | - | - |
| 02/2006 | -0.52% | 1.11% | 106.6 | 0.2 | 0.3 | 2.4 | 0.74% | - | - |
| 01/2006 | 1.64% | 1.64% | 104.9 | 1.3 | 2.9 | 1.8 | 0.74% | - | - |
| 12/2005 | 1.04% | 13.77% | 103.1 | 7 | 0.7 | 0 | 1.18% | - | - |
| 11/2005 | 0.23% | 12.6% | 95.8 | 0.1 | 0.1 | 0.4 | 1.18% | - | - |
| 10/2005 | 0.61% | 12.34% | 95.2 | 0.1 | 0 | 0.1 | 1.18% | - | - |
| 09/2005 | 2.22% | 11.66% | 94.4 | 0.1 | 0.1 | 1.8 | 1.18% | - | - |
| 08/2005 | 1.86% | 9.23% | 90.7 | 0.1 | 0 | -4.9 | 1.18% | - | - |
| 07/2005 | 2.25% | 7.24% | 93.9 | 0.1 | 0 | 0.1 | 1.18% | - | - |
| 06/2005 | -0.89% | 4.88% | 91.8 | 0.1 | 0.3 | 0.2 | 1.18% | - | - |
| 05/2005 | 1.59% | 5.82% | 92.6 | 0.1 | 0.3 | 3.4 | 1.18% | - | - |
| 04/2005 | 1.56% | 4.17% | 88.1 | 0.1 | 0.4 | -0.1 | 1.18% | - | - |
| 03/2005 | 0.02% | 2.57% | 87.1 | 0.1 | 0.1 | 5 | 1.18% | - | - |
| 02/2005 | 1.01% | 2.55% | 82 | 0 | 0 | 1.2 | 1.18% | - | - |
| 01/2005 | 1.52% | 1.52% | 80.1 | 0.3 | 0.2 | 0 | 1.18% | - | - |
| 12/2004 | 1.89% | 8.58% | 79 | 2 | 0.1 | 2.2 | 0.91% | - | - |
| 11/2004 | 1.49% | 6.56% | 73.6 | 0.2 | 0 | 0.2 | 0.91% | - | - |
| 10/2004 | 0.15% | 5% | 72.2 | 0 | 0.1 | 0 | 0.91% | - | - |
| 09/2004 | 0.74% | 4.84% | 72.1 | 0.3 | 0.4 | 0.2 | 0.91% | - | - |
| 08/2004 | -0.13% | 4.07% | 71.6 | 0.2 | 0 | 0 | 0.91% | - | - |
| 07/2004 | -0.47% | 4.21% | 71.6 | 0 | 0.7 | 1 | 0.91% | - | - |
| 06/2004 | 1.04% | 4.7% | 71.6 | 0 | 0.3 | 0 | 0.91% | - | - |
| 05/2004 | 0.7% | 3.62% | 71.1 | 0 | 0.1 | 0.1 | 0.91% | - | - |
| 04/2004 | 0.59% | 2.9% | 70.6 | 0.1 | 0 | 3.5 | 0.91% | - | - |
| 03/2004 | 0.95% | 2.3% | 66.7 | 0.6 | 0.1 | 3.3 | 0.91% | - | - |
| 02/2004 | 0.43% | 1.33% | 62.3 | 0 | 0 | 0.5 | 0.91% | - | - |
| 01/2004 | 0.9% | 0.9% | 61.6 | 0 | 0 | 0 | 0.91% | - | - |
| 12/2003 | 1.28% | 17.73% | 61.1 | 0.3 | 0.4 | 0.5 | 0.99% | - | - |
| 11/2003 | 1.85% | 16.24% | 60 | 0 | 0.1 | 0.1 | 0.99% | - | - |
| 10/2003 | 1.97% | 14.13% | 58.9 | 0 | 0.3 | -0 | 0.99% | - | - |
| 09/2003 | 1.57% | 11.93% | 58.1 | 0 | 0.3 | 12.7 | 0.99% | - | - |
| 08/2003 | 0% | 10.2% | 44.9 | 0 | 0 | -0 | 0.99% | - | - |
| 07/2003 | -0.72% | 10.2% | 45 | 0 | 0 | 0 | 0.99% | - | - |
| 06/2003 | 1.65% | 11% | 45.4 | 0.3 | 0 | -0.2 | 0.99% | - | - |
| 05/2003 | 2.75% | 9.19% | 44.5 | 0 | 0.2 | -1.8 | 0.99% | - | - |
| 04/2003 | 3.05% | 6.27% | 45.3 | 0 | 0.1 | 0 | 0.99% | - | - |
| 03/2003 | 1.74% | 3.13% | 44.1 | 0 | 0.1 | 0 | 0.99% | - | - |
| 02/2003 | 1.09% | 1.36% | 43.5 | 0 | 0.1 | 0 | 0.99% | - | - |
| 01/2003 | 0.27% | 0.27% | 43.2 | 0 | 0.1 | 0 | 0.99% | - | - |
| 12/2002 | -0.73% | -1.16% | 43.2 | 1.3 | 0.3 | 0 | 0.53% | - | - |
| 11/2002 | 3.41% | -0.43% | 42.5 | 0 | 0.3 | 0 | 0.53% | - | - |
| 10/2002 | -0.63% | -3.72% | 41.4 | 0 | 0 | -0 | 0.53% | - | - |
| 09/2002 | -1.78% | -3.1% | 41.7 | 0 | 0.1 | -0.8 | 0.53% | - | - |
| 08/2002 | 0.07% | -1.35% | 43.4 | 0 | 0.1 | 0 | 0.53% | - | - |
| 07/2002 | 0.68% | -1.42% | 43.5 | 0 | 0.2 | 0.2 | 0.53% | - | - |
| 06/2002 | -1.73% | -2.08% | 43.2 | 0 | 0.1 | 0.8 | 0.53% | - | - |
| 05/2002 | 1.46% | -0.36% | 43.3 | 0 | 0.3 | 0 | 0.53% | - | - |
| 04/2002 | -0.6% | -1.79% | 43 | 0 | 0.1 | 0 | 0.53% | - | - |
| 03/2002 | -1.9% | -1.2% | 43.3 | 0 | 0.3 | 0 | 0.53% | - | - |
| 02/2002 | -1% | 0.71% | 44.5 | 0.1 | 0.2 | 0 | 0.53% | - | - |
| 01/2002 | 1.73% | 1.73% | 45.1 | 0 | 0.3 | -0.2 | 0.53% | - | - |
| 12/2001 | 4.53% | 7.2% | 44.8 | 1.3 | 0.4 | 0 | 1.5% | - | - |
| 11/2001 | 1.58% | 2.55% | 41.9 | 0 | 0.5 | 0 | 1.5% | - | - |
| 10/2001 | 0.2% | 0.96% | 41.8 | 0 | 0.1 | -0 | 1.5% | - | - |
| 09/2001 | -1.41% | 0.76% | 41.6 | 0 | 0.3 | 0 | 1.5% | - | - |
| 08/2001 | -0.47% | 2.2% | 42.6 | 0 | 0.5 | 0 | 1.5% | - | - |
| 07/2001 | 0.94% | 2.68% | 43.3 | 0.2 | 0.3 | -0 | 1.5% | - | - |
| 06/2001 | 0.72% | 1.72% | 43 | 0.4 | 0.3 | 0 | 1.5% | - | - |
| 05/2001 | 0.98% | 1% | 42.7 | 0 | 0.1 | -0.2 | 1.5% | - | - |
| 04/2001 | 2.44% | 0.02% | 42.6 | 0 | 0.3 | 0 | 1.5% | - | - |
| 03/2001 | -2% | -2.37% | 41.9 | 0 | 0.1 | 0 | 1.5% | - | - |
| 02/2001 | -0.75% | -0.37% | 42.9 | 0 | 0.3 | 0 | 1.5% | - | - |
| 01/2001 | 0.38% | 0.38% | 43.5 | 0 | 0.2 | 0 | 1.5% | - | - |
| 12/2000 | 0.26% | 2.58% | 43.6 | 0.8 | 0 | 0 | 1.5% | - | - |
| 11/2000 | -0.39% | 2.32% | 42.8 | 0 | 0 | 0 | 1.5% | - | - |
| 10/2000 | -4.47% | 2.72% | 43 | 0 | 0.1 | 0 | 1.5% | - | - |
| 09/2000 | -0.34% | 7.52% | 45.1 | 0 | 0 | 0 | 1.5% | - | - |
| 08/2000 | 2.22% | 7.89% | 45.4 | 0.3 | 0.1 | 0 | 1.5% | - | - |
| 07/2000 | -0.69% | 5.55% | 44.3 | -0.1 | 0.1 | 0.1 | 1.5% | - | - |
| 06/2000 | 1.58% | 6.28% | 44.7 | 0 | 0 | 0 | 1.5% | - | - |
| 05/2000 | 2.11% | 4.63% | 44.1 | 0.1 | 0.1 | 0 | 1.5% | - | - |
| 04/2000 | -1.93% | 2.46% | 43.5 | 0 | 0 | -0 | 1.5% | - | - |
| 03/2000 | -2.81% | 4.48% | 44.5 | 0.1 | 0.1 | 0 | 1.5% | - | - |
| 02/2000 | 6.48% | 7.5% | 45.8 | 0 | 0.3 | 0 | 1.5% | - | - |
| 01/2000 | 0.96% | 0.96% | 43.7 | 0 | 0.1 | 0 | 1.5% | - | - |
| 12/1999 | 3.75% | 19.3% | 43.4 | 1.2 | 0.2 | 0 | - | - | - |
| 11/1999 | 2.65% | 14.99% | 40.9 | 0 | 0.9 | 0 | - | - | - |
| 10/1999 | 0.92% | 12.02% | 40.9 | 0 | 0 | 0 | - | - | - |
| 09/1999 | 1.02% | 11% | 40.6 | 0 | 0.1 | 0 | - | - | - |
| 08/1999 | 0.03% | 9.88% | 40.3 | 0 | 0.1 | 0 | - | - | - |
| 07/1999 | 1.11% | 9.85% | 40.5 | 0 | 0 | 0 | - | - | - |
| 06/1999 | 1.57% | 8.64% | 40.1 | 0 | 0 | 0 | - | - | - |
| 05/1999 | 1.15% | 6.96% | 39.5 | 0 | 0.1 | 0 | - | - | - |
| 04/1999 | 2.25% | 5.75% | 39.2 | 0 | 0.2 | 0 | - | - | - |
| 03/1999 | 2.56% | 3.42% | 38.6 | 0 | 0.2 | 0 | - | - | - |
| 02/1999 | 0.98% | 0.84% | 37.9 | 0 | 0 | 0 | - | - | - |
| 01/1999 | -0.14% | -0.14% | 37.5 | 0 | 0.1 | 0 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של כלל גמל קופה מרכזית לפיצויים?
ב-10/2020: 0% לחודש, -3.07% מתחילת השנה, 9.49% ל-3 שנים ו-16.57% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בכלל גמל קופה מרכזית לפיצויים?
0.75% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם כלל גמל קופה מרכזית לפיצויים 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.