קרן בטוח ופנסיה לפועלים חקלאים ובלתי מקצועיים בישראל א.ש. בע"מ: תשואה, דמי ניהול וסיכון
קרן בטוח ופנסיה לפועלים חקלאים ובלתי מקצועיים בישראל א.ש. בע"מ מנוהלת על ידי קרן ביטוח ופנסיה לפועלים חקלאים ובלתי מקצועיים בישראל אגודה שיתופית בע"מ, בסיווג מטרה אחרת, פעילה מ-1988; 331 חודשי דיווח מ-01/1999 עד 07/2026.
עובדות מחושבות
- נכסים מנוהלים ב-07/2026: 107 מיליון ש"ח, מקום 3 מתוך 5 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 44.49%, מקום 3 מתוך 5 בקטגוריה; ל-3 שנים: 40.72% (מקום 2 מתוך 5).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,449 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 18,464 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 1.97% לשנה (מקום 4 מתוך 5 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-32,829 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -17.8% בין 10/2007 ל-11/2008.
- סטיית תקן: 6.43; מדד שארפ: 0.97 (מקום 3 מתוך 5); חשיפה למניות 67.5%, לחו"ל 45%, למט"ח 23.3%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 1.05% | 0% | 0% | 3.25% | 4.57% | -16.72% | 27.93% | 8.06% | -1.36% | 10.33% | 6.95% | 5.49% | -0.36% | -0.01% | 5.83% | -1.42% | 11.16% | 3.15% | 10.91% | -9.09% | 9.21% | 13.02% | 15.91% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2025.
דירוג בקטגוריה מטרה אחרת (07/2026)
דירוג לפי הנתון בלבד, מתוך 5 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 107 | 3 / 5 |
| דמי ניהול מצבירה (נמוך = 1) | 1.97% | 4 / 5 |
| תשואה מתחילת השנה | 6.81% | 2 / 5 |
| תשואה 3 שנים | 40.72% | 2 / 5 |
| תשואה 5 שנים | 44.49% | 3 / 5 |
| מדד שארפ | 0.97 | 3 / 5 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- קרן מקפת - קרנות למטרה אחרת 53 מ' ש"ח
- מבטחים קופת גמל למטרות חופשה, חגים והבראה 180 מ' ש"ח
- קרן הביטוח ופנסיה של פועלי בנין ועבודות ציבוריות אגודה שיתופית בע"מ 31 מ' ש"ח
- מבטחים - קופת גמל למחלה ותאונה 985 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | 0.75% | 6.81% | 106.8 | 0.1 | 0.1 | 0 | 1.97% | 67.5% | 45% |
| 06/2026 | -1.09% | 6.02% | 106.2 | 0.1 | 0.1 | 0 | 1.97% | 66.3% | 43.9% |
| 05/2026 | 1.88% | 7.19% | 107.6 | 0.1 | 0.1 | 0 | 1.97% | 66.6% | 41.9% |
| 04/2026 | 4.57% | 5.21% | 105.8 | 0.1 | 0.1 | 0 | 1.97% | 66.1% | 42% |
| 03/2026 | -3.29% | 0.61% | 101.4 | 0.1 | 0 | 0 | 1.97% | 63.2% | 40.8% |
| 02/2026 | 1.19% | 4.03% | 104.9 | 0.1 | 0 | 0 | 1.97% | 66.2% | 43.4% |
| 01/2026 | 2.81% | 2.81% | 103.8 | 0.1 | 0 | 0 | 1.97% | 65.5% | 42.5% |
| 12/2025 | 1.11% | 15.91% | 101.1 | 0.1 | 0.1 | 0 | 1.97% | 60.6% | 37.7% |
| 11/2025 | 1.19% | 14.63% | 100.2 | 0.1 | 0 | 0 | 1.97% | 60.1% | 38.3% |
| 10/2025 | 1.47% | 13.29% | 99.2 | 0.1 | 0.1 | 0 | 1.97% | 59% | 38.1% |
| 09/2025 | 2.31% | 11.65% | 97.9 | 0.1 | 0.1 | 0 | 1.97% | 58.3% | 37.9% |
| 08/2025 | 1.1% | 9.12% | 95.9 | 0.1 | 0.1 | 0 | 1.97% | 56% | 36.1% |
| 07/2025 | 1.03% | 7.94% | 95 | 0.1 | 0.1 | 0 | 1.97% | 55.6% | 35.8% |
| 06/2025 | 3.46% | 6.84% | 94.1 | 0.1 | 0.1 | 0 | 1.97% | 54% | 34.7% |
| 05/2025 | 2.71% | 3.26% | 91.1 | 0.1 | 0.1 | 0 | 1.97% | 52.1% | 34.5% |
| 04/2025 | 0.89% | 0.54% | 88.9 | 0.1 | 0.2 | 0 | 1.97% | 51% | 33.7% |
| 03/2025 | -1.93% | -0.35% | 88.3 | 0.1 | 0.1 | 0 | 1.97% | 50.7% | 34.1% |
| 02/2025 | 0.26% | 1.61% | 90.2 | 0.1 | 0.1 | 0 | 1.97% | 51.6% | 34.3% |
| 01/2025 | 1.35% | 1.35% | 90.1 | 0.1 | 0 | 0 | 1.97% | 51.6% | 34.6% |
| 12/2024 | 0.41% | 13.02% | 89 | 0.1 | 0.1 | 0 | 1.97% | 51% | 35.1% |
| 11/2024 | 2.11% | 12.56% | 88.8 | 0.1 | 0 | 0 | 1.97% | 51% | 37.7% |
| 10/2024 | -0.01% | 10.24% | 87.1 | 0.1 | 0.2 | 0 | 1.97% | 49.9% | 37.2% |
| 09/2024 | 1.58% | 10.25% | 87.3 | 0.1 | 0.2 | 0 | 1.97% | 50.1% | 38.5% |
| 08/2024 | 1.25% | 8.53% | 86.2 | 0.1 | 0.1 | 0 | 1.97% | 46.3% | 34.8% |
| 07/2024 | 1.1% | 7.19% | 85.3 | 0.1 | 0.1 | 0 | 1.97% | 48.3% | 36.1% |
| 06/2024 | 1.19% | 6.03% | 84.5 | 0.1 | 0.1 | 0 | 1.97% | 47.4% | 35.6% |
| 05/2024 | 1.21% | 4.78% | 83.6 | 0.1 | 0.1 | 0 | 1.97% | 46.3% | 34.2% |
| 04/2024 | -1.42% | 3.53% | 82.8 | 0.1 | 0.2 | 0 | 1.97% | 44.2% | 32.5% |
| 03/2024 | 2.46% | 5.02% | 84.2 | 0.1 | 0.1 | 0 | 1.97% | 46.8% | 34.3% |
| 02/2024 | 2.22% | 2.5% | 82.3 | 0.1 | 0.1 | 0 | 1.97% | 43.7% | 32.4% |
| 01/2024 | 0.27% | 0.27% | 80.6 | 0.1 | 0.1 | 0 | 1.97% | 42.1% | 31.5% |
| 12/2023 | 2.57% | 9.21% | 80.6 | 0.1 | 0.1 | 0 | 1.97% | 43.1% | 32.2% |
| 11/2023 | 3.93% | 6.47% | 78.7 | 0.1 | 0.1 | 0 | 1.97% | 41.9% | 31.3% |
| 10/2023 | -3.32% | 2.44% | 75.9 | 0.1 | 0 | 0 | 1.97% | 38.7% | 30.6% |
| 09/2023 | -1.92% | 5.96% | 78.6 | 0.1 | 0.1 | 0 | 1.97% | 45% | 32.3% |
| 08/2023 | -0.51% | 8.04% | 80.3 | 0.1 | 0.1 | 0 | 1.97% | 46.1% | 33.5% |
| 07/2023 | 2.27% | 8.59% | 80.8 | 0.1 | 0.1 | 0 | 1.97% | 46.3% | 34.7% |
| 06/2023 | 2.01% | 6.18% | 79.1 | 0.1 | 0.1 | 0 | 1.97% | 44% | 34.8% |
| 05/2023 | 0.73% | 4.09% | 77.7 | 0.1 | 0.1 | 0 | 1.97% | 40.4% | 27.9% |
| 04/2023 | 2.1% | 3.33% | 77.2 | 0.1 | 0.1 | 0 | 1.97% | 40.3% | 27.7% |
| 03/2023 | 0.23% | 1.21% | 75.7 | 0.1 | 0.1 | 0 | 1.97% | 41.3% | 29% |
| 02/2023 | -1.4% | 0.98% | 75.7 | 0.1 | 0 | 0 | 1.97% | 39.3% | 28.5% |
| 01/2023 | 2.41% | 2.41% | 76.8 | 0.1 | 0.1 | 0 | 1.97% | 40.4% | 26.6% |
| 12/2022 | -1.2% | -9.09% | 75.1 | 0.1 | 0.1 | 0 | 2% | 33.5% | 23.1% |
| 11/2022 | 0.52% | -7.98% | 76.1 | 0.1 | 0.1 | 0 | 2% | 33.8% | 23.1% |
| 10/2022 | 2.23% | -8.46% | 75.8 | 0.1 | 0.1 | 0 | 2% | 33.6% | 22.5% |
| 09/2022 | -3.7% | -10.45% | 74.4 | 0.1 | 0.2 | 0 | 2% | 31% | 21.1% |
| 08/2022 | -1.43% | -7.01% | 77.4 | 0.1 | 0.1 | 0 | 2% | 32.6% | 21.7% |
| 07/2022 | 2.85% | -5.67% | 78.6 | 0.1 | 0.1 | 0 | 2% | 33.2% | 22.7% |
| 06/2022 | -1.89% | -8.28% | 76.6 | 0.1 | 0.1 | 0 | 2% | 31.9% | 22% |
| 05/2022 | -2.41% | -6.51% | 78.2 | 0.1 | 0.2 | 0 | 2% | 33.1% | 22.9% |
| 04/2022 | -1.8% | -4.2% | 80.4 | 0.1 | 0.3 | 0 | 2% | 34% | 23.1% |
| 03/2022 | 0.69% | -2.45% | 82.1 | 0.1 | 0.1 | 0 | 2% | 34.8% | 23.9% |
| 02/2022 | -0.54% | -3.12% | 81.7 | 0.1 | 0.1 | 0 | 2% | 34.3% | 23.7% |
| 01/2022 | -2.59% | -2.59% | 82.2 | 0.1 | 0.1 | 0 | 2% | 33% | 22.7% |
| 12/2021 | 1.37% | 10.91% | 84.5 | 0.1 | 0.1 | 0 | 2% | 35.3% | 23.4% |
| 11/2021 | -0.03% | 9.41% | 83.5 | 0.1 | 0.1 | 0 | 2% | 34.1% | 23% |
| 10/2021 | 1.54% | 9.44% | 83.6 | 0.1 | 0.1 | 0 | 2% | 34.4% | 23.4% |
| 09/2021 | -0.52% | 7.78% | 82.5 | 0.1 | 0.1 | 0 | 2% | 33.7% | 22.9% |
| 08/2021 | 1.6% | 8.34% | 83.1 | 0.1 | 0.3 | 0 | 2% | 34.1% | 23.6% |
| 07/2021 | 0.47% | 6.64% | 82.1 | 0.1 | 0.1 | 0 | 2% | 33.6% | 23.3% |
| 06/2021 | 0.28% | 6.14% | 81.9 | 0.1 | 0.1 | 0 | 2% | 33.6% | 23.2% |
| 05/2021 | 1.39% | 5.84% | 81.8 | 0.1 | 0.1 | 0 | 2% | 33.9% | 23.4% |
| 04/2021 | 1.21% | 4.39% | 80.8 | 0.1 | 0.1 | 0 | 2% | 33% | 22.9% |
| 03/2021 | 2% | 3.14% | 80 | 0.1 | 0.1 | 0 | 2% | 32.8% | 23.1% |
| 02/2021 | 0.13% | 1.12% | 78.6 | 0.1 | 0.1 | 0 | 2% | 31.4% | 22.1% |
| 01/2021 | 0.99% | 0.99% | 78.5 | 0.1 | 0.2 | 0 | 2% | 31.1% | 21.7% |
| 12/2020 | 1.43% | 3.15% | 77.9 | 0.1 | 0.2 | 0 | 2% | 28.5% | 24.3% |
| 11/2020 | 4.04% | 1.7% | 77 | 0.1 | 0.1 | 0 | 2% | 28% | 23.8% |
| 10/2020 | -1.07% | -2.25% | 74.2 | 0.1 | 0.2 | 0 | 2% | 25.8% | 22% |
| 09/2020 | -1.26% | -1.19% | 75.2 | 0.1 | 0.2 | 0 | 2% | 26.5% | 22.8% |
| 08/2020 | 2.48% | 0.07% | 76.4 | 0.1 | 0.2 | 0 | 2% | 26.8% | 22.9% |
| 07/2020 | 1.71% | -2.35% | 74.8 | 0.1 | 0.2 | 0 | 2% | 26.8% | 22.9% |
| 06/2020 | -0.17% | -4% | 73.6 | 0.1 | 0.2 | 0 | 2% | 25.9% | 22.1% |
| 05/2020 | 1.55% | -3.83% | 74 | 0.1 | 0.1 | 0 | 2% | 25.6% | 21.6% |
| 04/2020 | 4.58% | -5.3% | 73 | 0.1 | 0.2 | 0 | 2% | 24.5% | 20.4% |
| 03/2020 | -7.14% | -9.45% | 70 | 0.1 | 0.1 | 0 | 2% | 23.6% | 19.9% |
| 02/2020 | -2.29% | -2.49% | 75.5 | 0.1 | 0.2 | 0 | 2% | 24.7% | 20.5% |
| 01/2020 | -0.2% | -0.2% | 77.4 | 0.2 | 0.2 | 0 | 2% | 27.7% | 23.1% |
| 12/2019 | 0.77% | 11.16% | 77.8 | 0.2 | 0.1 | 0 | 2% | 27.9% | 25.3% |
| 11/2019 | 0.67% | 10.31% | 77.3 | 0.2 | 0.1 | 0 | 2% | 27.4% | 24.7% |
| 10/2019 | 1.32% | 9.58% | 76.8 | 0.2 | 0.1 | 0 | 2% | 27.3% | 24.9% |
| 09/2019 | 0.94% | 8.15% | 75.9 | 0.1 | 0.2 | 0 | 2% | 26.4% | 24% |
| 08/2019 | -0.49% | 7.15% | 75.3 | 0.2 | 0.2 | 0 | 2% | 26% | 23.9% |
| 07/2019 | 0.77% | 7.67% | 75.8 | 0.2 | 0.3 | 0 | 2% | 26.7% | 24.3% |
| 06/2019 | 2.02% | 6.85% | 75.5 | 0.2 | 0.2 | 0 | 2% | 26.8% | 24.5% |
| 05/2019 | -1.43% | 4.73% | 74.2 | 0.2 | 0.3 | 0 | 2% | 25.8% | 23.5% |
| 04/2019 | 1.36% | 6.25% | 75.5 | 0.2 | 0.3 | 0 | 2% | 27% | 24.7% |
| 03/2019 | 1.11% | 4.83% | 74.8 | 0.2 | 0.3 | 0 | 2% | 26.3% | 24.1% |
| 02/2019 | 1.09% | 3.68% | 74.2 | 0.2 | 0.3 | 0 | 2% | 26% | 23.7% |
| 01/2019 | 2.56% | 2.56% | 73.6 | 0.2 | 0.2 | 0 | 2% | 25.5% | 23.3% |
| 12/2018 | -2.34% | -1.42% | 71.9 | 0.2 | 0.2 | 0 | 2% | 24.7% | 22.6% |
| 11/2018 | 0% | 0.95% | 73.8 | 0.2 | 0.2 | 0 | 2% | 26.2% | 23.8% |
| 10/2018 | -2.27% | 0.95% | 73.9 | 0.2 | 0.1 | 0 | 2% | 26% | 23.7% |
| 09/2018 | 0.28% | 3.29% | 75.7 | 0.2 | 0.1 | 0 | 2% | 27.4% | 24.9% |
| 08/2018 | 0.31% | 3% | 75.5 | 0.2 | 0.1 | 0 | 2% | 27.1% | 24.5% |
| 07/2018 | 1.21% | 2.68% | 75.4 | 0.2 | 0.2 | 0 | 2% | 27.2% | 24.8% |
| 06/2018 | 0.58% | 1.46% | 74.6 | 0.2 | 0.2 | 0 | 2% | 26.3% | 24.1% |
| 05/2018 | -0.08% | 0.87% | 74.3 | 0.2 | 0.3 | 0 | 2% | 25.8% | 23.6% |
| 04/2018 | 1.24% | 0.95% | 74.6 | 0.2 | 0.2 | 0 | 2% | 26.3% | 24.2% |
| 03/2018 | -0.65% | -0.29% | 73.8 | 0.2 | 0.2 | 0 | 2% | 25.8% | 23.7% |
| 02/2018 | -0.96% | 0.37% | 74.4 | 0.2 | 0.3 | 0 | 2% | 25.9% | 23.2% |
| 01/2018 | 1.34% | 1.34% | 75.3 | 0.2 | 0.2 | 0 | 2% | 26.3% | 23.5% |
| 12/2017 | 0.77% | 5.83% | 74.4 | 0.2 | 0.1 | 0 | 2% | 26.4% | 22.7% |
| 11/2017 | 0.82% | 5.02% | 73.9 | 0.2 | 0.2 | 0 | 2% | 26% | 22.5% |
| 10/2017 | 0.84% | 4.17% | 73.4 | 0.2 | 0.2 | 0 | 2% | 25.1% | 21.8% |
| 09/2017 | 0.16% | 3.3% | 72.9 | 0.2 | 0.2 | 0 | 2% | 24.6% | 21.4% |
| 08/2017 | 0.44% | 3.14% | 72.9 | 0.2 | 0.2 | 0 | 2% | 24.5% | 21.4% |
| 07/2017 | 1.64% | 2.68% | 72.7 | 0.2 | 0.2 | 0 | 2% | 24.5% | 20.9% |
| 06/2017 | -0.52% | 1.03% | 71.6 | 0.2 | 0.2 | 0 | 2% | 23.6% | 20% |
| 05/2017 | 0.54% | 1.56% | 72.1 | 0.2 | 0.2 | 1 | 2% | 23.4% | 20% |
| 04/2017 | 0.91% | 1.01% | 70.9 | 0.2 | 0.2 | 0 | 2% | 23.8% | 21.2% |
| 03/2017 | 0.19% | 0.1% | 70.4 | 0.2 | 0.2 | 0 | 2% | 23.6% | 21.1% |
| 02/2017 | 0.08% | -0.09% | 70.4 | 0.2 | 0.4 | 0 | 2% | 23.6% | 21% |
| 01/2017 | -0.17% | -0.17% | 70.6 | 0.2 | 0.2 | 0 | 2% | 23.5% | 20.9% |
| 12/2016 | 0.71% | -0.01% | 70.9 | 0.2 | 0.2 | 0 | 2% | 24% | 20.8% |
| 11/2016 | 0.18% | -0.72% | 70.5 | 0.2 | 0.2 | 0 | 2% | 22.1% | 17.7% |
| 10/2016 | -0.07% | -0.89% | 70.4 | 0.2 | 0.2 | 0 | 2% | 23.4% | 18.8% |
| 09/2016 | -0.44% | -0.83% | 70.6 | 0.2 | 0.1 | 0 | 2% | 23.3% | 18.6% |
| 08/2016 | -0.21% | -0.39% | 71 | 0.2 | 0.2 | 0 | 2% | 23.6% | 18.7% |
| 07/2016 | 1.75% | -0.18% | 71.2 | 0.2 | 0.2 | 0 | 2% | 21.9% | 17.7% |
| 06/2016 | -0.26% | -1.89% | 70.1 | 0.2 | 0.3 | 0 | 2% | 23.3% | 19.4% |
| 05/2016 | 0.39% | -1.64% | 70.5 | 0.2 | 0.1 | 0 | 2% | 23.4% | 19.6% |
| 04/2016 | 0.26% | -2.02% | 70.3 | 0.2 | 0.1 | 0 | 2% | 47.2% | 37.6% |
| 03/2016 | 2.52% | -2.27% | 70.1 | 0.2 | 0.2 | 0 | 2% | 47% | 37.4% |
| 02/2016 | -1.23% | -4.68% | 68.5 | 0.2 | 0.2 | 0 | 2% | 48.5% | 38.5% |
| 01/2016 | -3.49% | -3.49% | 69.5 | 0.2 | 0.2 | 0 | 2% | 50.4% | 40.4% |
| 12/2015 | -1.05% | -0.36% | 72.1 | 0.2 | 0.1 | 0 | 2% | 42.5% | 33.6% |
| 11/2015 | -0.29% | 0.69% | 72.9 | 0.2 | 0.1 | 0 | 2% | 28.9% | 22.8% |
| 10/2015 | 2.66% | 0.99% | 73.2 | 0.2 | 0.2 | 0 | 2% | 28.4% | 22.1% |
| 09/2015 | -2.14% | -1.63% | 71.4 | 0.2 | 0.1 | 0 | 2% | 28.2% | 22.2% |
| 08/2015 | -1.66% | 0.52% | 73 | 0.2 | 0.1 | 0 | 2% | 29% | 23.3% |
| 07/2015 | 1.01% | 2.22% | 74.3 | 0.2 | 0.2 | 0 | 2% | 29.3% | 22.8% |
| 06/2015 | -1.9% | 1.19% | 73.7 | 0.2 | 0.1 | 0 | 2% | 28% | 19% |
| 05/2015 | 0.52% | 3.15% | 75.2 | 0.2 | 0.2 | 0 | 2% | 30.7% | 21.1% |
| 04/2015 | 0.37% | 2.62% | 74.9 | 0.2 | 0.1 | 0 | 2% | 29% | 19% |
| 03/2015 | 0.05% | 2.24% | 74.6 | 0.2 | 0.2 | 0 | 2% | 28.1% | 17.9% |
| 02/2015 | 2.53% | 2.19% | 74.8 | 0.2 | 0.2 | 0 | 2% | 27.9% | 17.8% |
| 01/2015 | -0.33% | -0.33% | 73 | 0.2 | 0.1 | 0 | 2% | 25.9% | 16.5% |
| 12/2014 | -0.6% | 5.49% | 73.3 | 0.2 | 0.1 | 0 | 2% | 25.9% | 16.5% |
| 11/2014 | 1.66% | 6.13% | 73.8 | 0.2 | 0.3 | 0 | 2% | 28% | 18.5% |
| 10/2014 | 0.81% | 4.39% | 72.8 | 0.2 | 0.6 | 0 | 2% | 27.2% | 18.2% |
| 09/2014 | -0.2% | 3.55% | 72.8 | 0.2 | 0.5 | 0 | 2% | 26.4% | 17.5% |
| 08/2014 | 2.12% | 3.76% | 73.4 | 0.2 | 0.5 | 0 | 2% | 26.6% | 17.7% |
| 07/2014 | -0.62% | 1.61% | 72.3 | 0.2 | 0.3 | 0 | 2% | 26.8% | 16.6% |
| 06/2014 | 0.23% | 2.24% | 73 | 0.2 | 0.2 | 0 | 2% | 27.5% | 17.7% |
| 05/2014 | 0.76% | 2.01% | 72.9 | 0.2 | 0.1 | 0 | 2% | 27.5% | 17.5% |
| 04/2014 | -0.13% | 1.24% | 72.4 | 0.2 | 0.2 | 0 | 2% | 26.5% | 17% |
| 03/2014 | 0.53% | 1.37% | 72.5 | 0.2 | 0.3 | 0 | 2% | 26.1% | 17% |
| 02/2014 | 1.7% | 0.84% | 72.4 | 0.2 | 0.4 | 0 | 2% | 26.8% | 17% |
| 01/2014 | -0.85% | -0.85% | 71.4 | 0.2 | 0.4 | 0 | 2% | 26.2% | 16.9% |
| 12/2013 | -0.2% | 6.95% | 72.3 | 0.2 | 0.4 | 0 | 2% | 27.5% | 17.6% |
| 11/2013 | 1.06% | 7.16% | 72.8 | 0.2 | 0.3 | 0 | 2% | 27.1% | 17.6% |
| 10/2013 | 1.21% | 6.04% | 72.2 | 0.2 | 0.1 | 0 | 2% | 24.1% | 15% |
| 09/2013 | 2.02% | 4.77% | 71.3 | 0.2 | 0.1 | 0 | 2% | 23.3% | 16.6% |
| 08/2013 | -0.71% | 2.7% | 69.9 | 0.2 | 0.1 | 0 | 2% | 22.9% | 11.7% |
| 07/2013 | 1.44% | 3.43% | 70.5 | 0.2 | 0.2 | 0 | 2% | 22.1% | 15.5% |
| 06/2013 | -1.55% | 1.96% | 69.6 | 0.2 | 0.2 | 0 | 2% | 21% | 13.3% |
| 05/2013 | 0.95% | 3.57% | 70.8 | 0.2 | 0.1 | 0 | 2% | 21.2% | 10.8% |
| 04/2013 | 0.74% | 2.59% | 70.1 | 0.2 | 0.1 | 0 | 2% | 21.3% | 11.1% |
| 03/2013 | 0.38% | 1.84% | 69.6 | 0.2 | 0.1 | 0 | 2% | 21.1% | 11% |
| 02/2013 | 0.92% | 1.45% | 69.4 | 0.2 | 0.2 | 0 | 2% | 21% | 11% |
| 01/2013 | 0.53% | 0.53% | 68.9 | 0.2 | 0.2 | 0 | 2% | 20.3% | 11.1% |
| 12/2012 | 0.17% | 10.33% | 68.6 | 0.2 | 0.1 | 0 | 2% | 19.3% | 11.3% |
| 11/2012 | 0.9% | 10.14% | 68.5 | 0.2 | 0.1 | 0 | 2% | 18.1% | 11.8% |
| 10/2012 | 2.04% | 9.16% | 67.9 | 0.2 | 0.1 | 0 | 2% | 16.9% | 10% |
| 09/2012 | 2.12% | 6.97% | 66.5 | 0.2 | 0.1 | 0 | 2% | 18.8% | 10.1% |
| 08/2012 | 0.47% | 4.75% | 65.1 | 0.2 | 0.3 | 0 | 2% | 18.8% | 7.1% |
| 07/2012 | 2.37% | 4.26% | 65 | 0.2 | 0.4 | 0 | 2% | 18.7% | 7.4% |
| 06/2012 | -0.09% | 1.85% | 63.8 | 0.3 | 0.3 | 0 | 2% | 18.2% | 7.7% |
| 05/2012 | -2.63% | 1.94% | 63.9 | 0.3 | 0.2 | 0 | 2% | 17.8% | 7.5% |
| 04/2012 | 1.06% | 4.69% | 65.7 | 0.2 | 0.1 | 0 | 2% | 17.3% | 8.8% |
| 03/2012 | 1.2% | 3.6% | 65 | 0.2 | 0.1 | 0 | 2% | 17.2% | 8.9% |
| 02/2012 | 0.37% | 2.37% | 64.3 | 0.2 | 0.2 | 0 | 2% | 17.5% | 8.3% |
| 01/2012 | 1.99% | 1.99% | 64.1 | 0.2 | 0.3 | 0 | 2% | 17.1% | 8.1% |
| 12/2011 | 0.41% | -1.36% | 63 | 0.2 | 0.1 | 0 | 2% | 17.4% | 8.4% |
| 11/2011 | -1.09% | -1.76% | 62.7 | 0.2 | 0.1 | 0 | 2% | 17.9% | 8.9% |
| 10/2011 | 3.05% | -0.68% | 63.4 | 0.2 | 0.1 | 0 | 2% | 17.3% | 7.9% |
| 09/2011 | -1.7% | -3.62% | 61.5 | 0.2 | 0.3 | 0 | 2% | 18.1% | 7.9% |
| 08/2011 | -1.74% | -1.95% | 62.7 | 0.3 | 0.4 | 0 | 2% | 19.1% | 8.7% |
| 07/2011 | 0.01% | -0.22% | 64.1 | 0.3 | 0.4 | 0 | 2% | 19.3% | 8.8% |
| 06/2011 | -0.79% | -0.23% | 64.3 | 0.2 | 0.2 | 0 | 2% | 19.4% | 10.2% |
| 05/2011 | -0.23% | 0.57% | 64.9 | 0.2 | 0.2 | 0 | 2% | 19.7% | 10.5% |
| 04/2011 | 0.12% | 0.8% | 65.1 | 0.3 | 0.2 | 0 | 2% | 18.2% | 11.9% |
| 03/2011 | -0.86% | 0.68% | 65.1 | 0.2 | 0.2 | 0 | 2% | 18.1% | 11.8% |
| 02/2011 | 0.11% | 1.55% | 65.7 | 0.2 | 0.3 | 0 | 2% | 18.3% | 13.3% |
| 01/2011 | 1.44% | 1.44% | 65.7 | 0.3 | 0.1 | 0 | 2% | 18.8% | 14.6% |
| 12/2010 | 0.69% | 8.06% | 64.8 | 0.2 | 0.3 | 0 | 2% | 17.9% | 13.6% |
| 11/2010 | -0.56% | 7.32% | 64.5 | 0.2 | 0.1 | 0 | 2% | 17.8% | 13.3% |
| 10/2010 | 2.05% | 7.92% | 64.8 | 0.3 | 0.2 | 0 | 2% | 18.2% | 12.8% |
| 09/2010 | 1.26% | 5.75% | 63.5 | 0.3 | 0.1 | 0 | 2% | 17.6% | 12.6% |
| 08/2010 | 0.75% | 4.44% | 62.6 | 0.1 | 0.2 | 0 | 2% | 17.5% | 13% |
| 07/2010 | 2.03% | 3.66% | 62.4 | 0.2 | 0.2 | 0 | 2% | 17% | 12.6% |
| 06/2010 | 0.47% | 1.6% | 61.2 | 0.3 | 0.2 | 0 | 2% | 16.4% | 12.7% |
| 05/2010 | -1.08% | 1.12% | 61 | 0.3 | 0.2 | 0 | 2% | 16.5% | 12.5% |
| 04/2010 | -0.34% | 2.23% | 61.7 | 0.3 | 0.1 | 0 | 2% | 15.6% | 12.3% |
| 03/2010 | 1.41% | 2.57% | 61.8 | 0.3 | 0.2 | 0 | 2% | 16.3% | 12.5% |
| 02/2010 | 1.28% | 1.15% | 60.9 | 0.3 | 0.3 | 0 | 2% | 15.8% | 12.2% |
| 01/2010 | -0.13% | -0.13% | 60.2 | 0.3 | 0.3 | 0 | 2% | 15.1% | 11% |
| 12/2009 | 0.13% | 27.93% | 60.4 | 0.3 | 0.3 | 0 | 2% | 15.6% | 11.3% |
| 11/2009 | 2.4% | 27.76% | 60.4 | 0.3 | 0.1 | 0 | 2% | 15.6% | 11.2% |
| 10/2009 | 0.54% | 24.77% | 59 | 0.3 | 0.1 | 0 | 2% | 14.8% | 10.6% |
| 09/2009 | 1.46% | 24.1% | 58.6 | 0.2 | 0.2 | 0 | 2% | 14.9% | 10.9% |
| 08/2009 | 1.64% | 22.31% | 57.9 | 0.3 | 0.3 | 0 | 2% | 14.8% | 10.9% |
| 07/2009 | 2.59% | 20.34% | 57.1 | 0.3 | 0.2 | 0 | 2% | 15% | 10.7% |
| 06/2009 | 1.69% | 17.3% | 55.7 | 0.3 | 0.3 | 0 | 2% | 14.4% | 10.3% |
| 05/2009 | 1.27% | 15.35% | 54.8 | 0.3 | 0.2 | 0 | 2% | 13.9% | 10.3% |
| 04/2009 | 4.65% | 13.9% | 54.1 | 0.3 | 0.2 | 0 | 2% | 13.3% | 9.8% |
| 03/2009 | 4.32% | 8.84% | 51.7 | 0.3 | 0.2 | 0 | 2% | 12.7% | 9.2% |
| 02/2009 | -0.13% | 4.33% | 49.5 | 0.3 | 0.3 | 0 | 2% | 12.7% | 9.3% |
| 01/2009 | 4.47% | 4.47% | 49.7 | 0.3 | 0.3 | 0 | 2% | 12.7% | 8.6% |
| 12/2008 | 0.43% | -16.72% | 47.6 | 0.3 | 0.1 | 0 | 2% | 12.1% | 8% |
| 11/2008 | -2.25% | -17.08% | 47.3 | 0.3 | 0.2 | 0 | 2% | 11.9% | 8.2% |
| 10/2008 | -7.05% | -15.17% | 48.3 | 0.3 | 0.1 | 0 | 2% | 12.4% | 8.3% |
| 09/2008 | -6.81% | -8.74% | 51.8 | 0.3 | 0.3 | 0 | 2% | 13.1% | 8% |
| 08/2008 | 0.34% | -2.07% | 55.7 | 0.3 | 0.5 | 0 | 2% | 14% | 9.7% |
| 07/2008 | -0.63% | -2.4% | 55.8 | 0.4 | 0.2 | 0 | 2% | 13.8% | 10.6% |
| 06/2008 | -0.36% | -1.78% | 56 | 0.3 | 0.2 | 0 | 2% | 13.8% | 10.5% |
| 05/2008 | 0.55% | -1.43% | 56.5 | 0.3 | 0.2 | 0 | 2% | 8% | 4.2% |
| 04/2008 | 1.61% | -1.97% | 56.1 | 0.3 | 0.1 | 0 | 2% | 8% | 4.5% |
| 03/2008 | -2.29% | -3.52% | 55.1 | 0.4 | 0.5 | 0 | 2% | 8.3% | 4.9% |
| 02/2008 | 1.42% | -1.26% | 56.7 | 0.3 | 0.2 | 0 | 2% | 8.5% | 5.2% |
| 01/2008 | -2.64% | -2.64% | 55.8 | 0.3 | 0.2 | 0 | 2% | 7.9% | 4.7% |
| 12/2007 | 0.5% | 4.57% | 57.3 | 0.4 | 0.3 | 0 | 2% | - | - |
| 11/2007 | -1.4% | 4.05% | 57 | 0.3 | 0.2 | 0 | 2% | - | - |
| 10/2007 | 1.74% | 5.53% | 57.8 | 0.3 | 0.1 | 0 | 2% | - | - |
| 09/2007 | 1.49% | 3.72% | 56.7 | 0.3 | 0.3 | 0 | 2% | - | - |
| 08/2007 | -2.1% | 2.2% | 55.9 | 0.3 | 0.5 | 0 | 2% | - | - |
| 07/2007 | -0.1% | 4.39% | 57.3 | 0.5 | 0.3 | 0 | 2% | - | - |
| 06/2007 | 1.33% | 4.5% | 57.2 | 0.2 | 0.1 | 0 | 2% | - | - |
| 05/2007 | 2.45% | 3.13% | 56.5 | 0.3 | 0.4 | 0 | 2% | - | - |
| 04/2007 | 0% | 0.66% | 55.2 | 0.3 | 0 | 0 | 2% | - | - |
| 03/2007 | 0.14% | 0.66% | 54.1 | 0.4 | 0.6 | 0 | 2% | - | - |
| 02/2007 | 0.52% | 0.52% | 54.5 | 0.3 | 0.2 | 0 | 2% | - | - |
| 01/2007 | 0% | 0% | 54.1 | 0.4 | 0.5 | 0 | 2% | - | - |
| 12/2006 | -0.09% | 3.25% | 53.5 | 0.4 | 0.2 | 0 | 0% | - | - |
| 11/2006 | 0.96% | 3.34% | 53.4 | 0.4 | 0.2 | 0 | 0% | - | - |
| 10/2006 | 1.38% | 2.36% | 52.8 | 0.3 | 0.2 | 0 | 0% | - | - |
| 09/2006 | 0.21% | 0.97% | 52.1 | 0.4 | 0.2 | 0 | 0% | - | - |
| 08/2006 | 0.9% | 0.76% | 51.9 | 0.3 | 0.4 | 0 | 0% | - | - |
| 07/2006 | 0.39% | -0.14% | 51.6 | 0.4 | 0.6 | 0 | 0% | - | - |
| 06/2006 | -1.6% | -0.53% | 51.7 | 0.4 | 0.3 | 0 | 0% | - | - |
| 05/2006 | -0.42% | 1.09% | 52.5 | 0.5 | 0.3 | 0 | 0% | - | - |
| 04/2006 | 1.22% | 1.51% | 52.6 | 0.4 | 0.4 | 0 | 0% | - | - |
| 03/2006 | 0.29% | 0.29% | 52 | 0.5 | 0.3 | 0 | 0% | - | - |
| 02/2006 | 0% | 0% | 51.7 | 0.5 | 0.6 | 0 | 0% | - | - |
| 01/2006 | 0% | 0% | 51.7 | 0.4 | 0.2 | 0 | 0% | - | - |
| 12/2005 | 0% | 0% | 50.8 | 0.5 | 0.2 | 0 | 0% | - | - |
| 11/2005 | 0% | 0% | 50.6 | 0.5 | 0.4 | 0 | 0% | - | - |
| 10/2005 | 0% | 0% | 50.3 | 0.4 | 0 | 0 | 0% | - | - |
| 09/2005 | 0% | 0% | 49.8 | 0.4 | 0.3 | 0 | 0% | - | - |
| 08/2005 | 0% | 0% | 49 | 0.4 | 0.6 | 0 | 0% | - | - |
| 07/2005 | 0% | 0% | 48.2 | 0.5 | 0.6 | 0 | 0% | - | - |
| 06/2005 | 0% | 0% | 47.6 | 0.4 | 0.3 | 0 | 0% | - | - |
| 05/2005 | 0% | 0% | 48 | 0.6 | 0.3 | 0 | 0% | - | - |
| 04/2005 | 0% | 0% | 47 | 0.5 | 0.4 | 0 | 0% | - | - |
| 03/2005 | 0% | 0% | 46.2 | 0.6 | 0.8 | 0 | 0% | - | - |
| 02/2005 | 0% | 0% | 46.5 | 0.3 | 0.4 | 0 | 0% | - | - |
| 01/2005 | 0% | 0% | 46.1 | 0.5 | 0 | 0 | 0% | - | - |
| 12/2004 | 0% | 0% | 44.8 | 1 | 0.2 | 0 | 0% | - | - |
| 11/2004 | 0% | 0% | 43 | 0.7 | 0.6 | 0 | 0% | - | - |
| 10/2004 | 0% | 0% | 42.2 | 0.3 | 0.3 | 0 | 0% | - | - |
| 09/2004 | 0% | 0% | 42.2 | 0.6 | 0.3 | 0 | 0% | - | - |
| 08/2004 | 0% | 0% | 41.6 | 0.1 | 0.8 | 0 | 0% | - | - |
| 07/2004 | 0% | 0% | 42.3 | 0.2 | 0.5 | 0 | 0% | - | - |
| 06/2004 | 0% | 0% | 42.8 | 0.7 | 0.3 | 0 | 0% | - | - |
| 05/2004 | 0% | 0% | 41.9 | 0.7 | 0.6 | 0 | 0% | - | - |
| 04/2004 | 0% | 0% | 41.4 | 0.3 | 0.1 | 0 | 0% | - | - |
| 03/2004 | 0% | 0% | 41.1 | 0.8 | 0.4 | 0 | 0% | - | - |
| 02/2004 | 0% | 0% | 40.7 | 0.4 | 0.6 | 0 | 0% | - | - |
| 01/2004 | 0% | 0% | 40.8 | 0.6 | 0.8 | 0 | 0% | - | - |
| 12/2003 | 0% | 1.05% | 40.9 | 0.1 | 0.3 | 0 | - | - | - |
| 11/2003 | 0% | 1.05% | 40.5 | 1.6 | 0.4 | 0 | - | - | - |
| 10/2003 | 0% | 1.05% | 38.7 | 0.3 | 0 | -0.2 | - | - | - |
| 09/2003 | 0% | 1.05% | 37.9 | 0.6 | 0.6 | 0 | - | - | - |
| 08/2003 | 0% | 1.05% | 37.4 | 0.5 | 0 | -1.3 | - | - | - |
| 07/2003 | -0.56% | 1.05% | 38.3 | 0.5 | 0 | -1 | - | - | - |
| 06/2003 | 1.62% | 1.62% | 39.1 | 0.9 | 0.4 | 0 | - | - | - |
| 05/2003 | 0% | 0% | 38.1 | 0.8 | 0.4 | 0 | - | - | - |
| 04/2003 | 0% | 0% | 36.9 | 0.4 | 0.5 | 0 | - | - | - |
| 03/2003 | 0% | 0% | 36.1 | 0.9 | 0 | -0.6 | - | - | - |
| 02/2003 | 0% | 0% | 35.2 | 0.8 | 0.7 | 0 | - | - | - |
| 01/2003 | 0% | 0% | 34.7 | 0.7 | 0.8 | 0 | - | - | - |
| 12/2002 | - | - | 35.1 | 0.9 | 0 | -0.5 | - | - | - |
| 11/2002 | - | - | 35.1 | 0.6 | 0 | -0.4 | - | - | - |
| 10/2002 | - | - | 34 | 0.9 | 0 | -0.4 | - | - | - |
| 09/2002 | - | - | 33.7 | 1 | 0 | -0.5 | - | - | - |
| 08/2002 | - | - | 33.9 | 0.5 | 0 | -1.4 | - | - | - |
| 07/2002 | - | - | 34.7 | 0.6 | 0 | -0.6 | - | - | - |
| 06/2002 | - | - | 34.3 | 0.6 | 0 | -0.8 | - | - | - |
| 05/2002 | - | - | 35 | 0.7 | 0 | -0.6 | - | - | - |
| 04/2002 | - | - | 34.7 | 0.8 | 0 | -0.5 | - | - | - |
| 03/2002 | - | - | 34.6 | 0.8 | 0 | -0.6 | - | - | - |
| 02/2002 | - | - | 35.2 | 0.6 | 0 | -0.9 | - | - | - |
| 01/2002 | - | - | 35.7 | 0.9 | 0 | -0.9 | - | - | - |
| 12/2001 | - | - | 35.5 | 0.8 | 0 | -0.4 | - | - | - |
| 11/2001 | - | - | 33.8 | 0.7 | 0 | -0.5 | - | - | - |
| 10/2001 | - | - | 33.3 | 1 | 0 | -0.4 | - | - | - |
| 09/2001 | - | - | 32.7 | 0.6 | 0 | -0.5 | - | - | - |
| 08/2001 | - | - | 32.9 | 0.7 | 0 | -1.4 | - | - | - |
| 07/2001 | - | - | 33.8 | 0.7 | 1 | 0 | - | - | - |
| 06/2001 | - | - | 33.7 | 0.8 | 0 | -0.8 | - | - | - |
| 05/2001 | - | - | 33.4 | 0.8 | 0 | -0.6 | - | - | - |
| 04/2001 | - | - | 33 | 0.7 | 0 | -0.7 | - | - | - |
| 03/2001 | - | - | 32.2 | 0.8 | 0.5 | 0 | - | - | - |
| 02/2001 | - | - | 32.6 | 0.8 | 0 | -1 | - | - | - |
| 01/2001 | - | - | 32.8 | 0.8 | 0 | -0.8 | - | - | - |
| 12/2000 | - | - | 32.9 | 0.8 | 0 | -0.6 | - | - | - |
| 11/2000 | - | - | 32.6 | 0.7 | 0 | -0.5 | - | - | - |
| 10/2000 | - | - | 32.2 | 0.9 | 0 | -0.4 | - | - | - |
| 09/2000 | - | - | 32.7 | 0.7 | 0 | -0.6 | - | - | - |
| 08/2000 | - | - | 32.7 | 0.4 | 0 | -1.4 | - | - | - |
| 07/2000 | - | - | 32.9 | 0.8 | 0 | -1 | - | - | - |
| 06/2000 | - | - | 33.3 | 0.8 | 0.8 | 0 | - | - | - |
| 05/2000 | - | - | 33.1 | 0.8 | 0.5 | 0 | - | - | - |
| 04/2000 | - | - | 31.8 | 0.8 | 0.6 | 0 | - | - | - |
| 03/2000 | - | - | 32 | 0.8 | 0.7 | 0 | - | - | - |
| 02/2000 | - | - | 32.1 | 0.9 | 0.9 | 0 | - | - | - |
| 01/2000 | - | - | 31.4 | 1 | 1 | 0 | - | - | - |
| 12/1999 | - | - | 30.3 | 0.9 | 0.6 | 0 | - | - | - |
| 11/1999 | - | - | 30.5 | 1.2 | 0.5 | 0 | - | - | - |
| 10/1999 | - | - | 29.3 | 0.7 | 0.3 | 0 | - | - | - |
| 09/1999 | - | - | 28.8 | 0.7 | 0.3 | 0 | - | - | - |
| 08/1999 | - | - | 28.2 | 0.8 | 1.5 | 0 | - | - | - |
| 07/1999 | - | - | 28.9 | 0.8 | 1.2 | 0 | - | - | - |
| 06/1999 | - | - | 29.2 | 0.9 | 0.7 | 0 | - | - | - |
| 05/1999 | - | - | 28.7 | 0.9 | 0.6 | 0 | - | - | - |
| 04/1999 | - | - | 28 | 0.9 | 0.7 | 0 | - | - | - |
| 03/1999 | - | - | 27.4 | 0.9 | 0.8 | 0 | - | - | - |
| 02/1999 | - | - | 26.8 | 0.9 | 1.1 | 0 | - | - | - |
| 01/1999 | - | - | 27.7 | 1.1 | 0.9 | 0 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של קרן בטוח ופנסיה לפועלים חקלאים ובלתי מקצועיים בישראל א.ש. בע"מ?
ב-07/2026: 0.75% לחודש, 6.81% מתחילת השנה, 40.72% ל-3 שנים ו-44.49% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בקרן בטוח ופנסיה לפועלים חקלאים ובלתי מקצועיים בישראל א.ש. בע"מ?
1.97% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם קרן בטוח ופנסיה לפועלים חקלאים ובלתי מקצועיים בישראל א.ש. בע"מ 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.
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.
