בר קרן גמולים א' - מבטיח תשואה בשיעור 5.5 אחוז לשנה: תשואה, דמי ניהול וסיכון
בר קרן גמולים א' - מבטיח תשואה בשיעור 5.5 אחוז לשנה מנוהלת על ידי כלל פנסיה וגמל בע"מ, בסיווג תגמולים ואישית לפיצויים, פעילה מ-1992; 331 חודשי דיווח מ-01/1999 עד 07/2026.
עובדות מחושבות
- נכסים מנוהלים ב-07/2026: 2,466 מיליון ש"ח, מקום 51 מתוך 250 בקטגוריה.
- דמי ניהול ממוצעים מהצבירה: 0.2% לשנה (מקום 5 מתוך 239 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-3,925 ש"ח.
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) | 2,466 | 51 / 250 |
| דמי ניהול מצבירה (נמוך = 1) | 0.2% | 5 / 239 |
| תשואה מתחילת השנה | - | - |
| תשואה 3 שנים | - | - |
| תשואה 5 שנים | - | - |
| מדד שארפ | - | - |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- מגדל לתגמולים ולפיצויים מסלול לבני 50 ומטה 2,476 מ' ש"ח
- כלל תמר מניות 2,395 מ' ש"ח
- אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - משולב סחיר 2,312 מ' ש"ח
- קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ עד 50 2,638 מ' ש"ח
- מגדל לתגמולים ולפיצויים מסלול מניות 2,662 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | - | - | 2,466 | 0 | 1.6 | -15.3 | 0.2% | 0% | 85.9% |
| 06/2026 | - | - | 2,472.1 | 0 | 2.5 | -1.9 | 0.2% | 0% | 82.6% |
| 05/2026 | - | - | 2,472.5 | 0 | 2.5 | -19.1 | 0.2% | 0% | 82.4% |
| 04/2026 | - | - | 2,454.9 | 0 | 1.9 | -9.6 | 0.2% | 0% | 87% |
| 03/2026 | - | - | 2,446 | 0 | 4.9 | -3.6 | 0.2% | 0% | 94.4% |
| 02/2026 | - | - | 2,438.8 | 0.2 | 4 | -8.1 | 0.2% | 0% | 93% |
| 01/2026 | - | - | 2,446.9 | 0.3 | 2.2 | -21.5 | 0.2% | 0% | 92.5% |
| 12/2025 | - | - | 2,459.4 | 0.1 | 2.8 | -7.1 | 0.2% | 0% | 96% |
| 11/2025 | - | - | 2,470.1 | 0.2 | 1.4 | -18.6 | 0.2% | 0% | 97.2% |
| 10/2025 | - | - | 2,467 | 0 | 3.1 | -17.7 | 0.2% | 0% | 96.9% |
| 09/2025 | - | - | 2,491.2 | -0.1 | 2.2 | -22.2 | 0.2% | 0% | 97.6% |
| 08/2025 | - | - | 2,487.9 | 0.1 | 8.8 | -12.9 | 0.2% | 0% | 97.3% |
| 07/2025 | - | - | 2,488.8 | 0 | 1.6 | -4.2 | 0.2% | 0% | 91.9% |
| 06/2025 | - | - | 2,476.3 | 0 | 8.7 | -15 | 0.2% | 0% | 90.4% |
| 05/2025 | - | - | 2,496.1 | 0 | 1.1 | -32.6 | 0.2% | 0% | 92.9% |
| 04/2025 | - | - | 2,492.2 | 0.1 | 2 | -35.8 | 0.2% | 0% | 101.3% |
| 03/2025 | - | - | 2,506.6 | 0 | 3.5 | -13.2 | 0.2% | 0% | 100.9% |
| 02/2025 | - | - | 2,512.1 | 0 | 2.5 | -17.8 | 0.2% | 0% | 91% |
| 01/2025 | - | - | 2,507.3 | 0.5 | 1.6 | -18 | 0.2% | 0% | 89.4% |
| 12/2024 | - | - | 2,522.1 | 0.1 | 2.1 | -20 | 0.2% | 0% | 91.9% |
| 11/2024 | - | - | 2,542.2 | 0 | 0.8 | -0.5 | 0.2% | 0% | 93.4% |
| 10/2024 | - | - | 2,520.5 | 0 | 11.1 | -18.8 | 0.2% | 0% | 90% |
| 09/2024 | - | - | 2,543.8 | 0 | 2.5 | -14.5 | 0.2% | 0% | 83.4% |
| 08/2024 | - | - | 2,526.2 | 0 | 4.6 | -9.8 | 0.2% | 0% | 78% |
| 07/2024 | - | - | 2,515.4 | 0.1 | 2.5 | -2.4 | 0.2% | 0% | 80% |
| 06/2024 | - | - | 2,506.7 | 0.2 | 2.8 | -27.1 | 0.2% | 0% | 79.1% |
| 05/2024 | - | - | 2,520.6 | 0 | 0.9 | -3.6 | 0.2% | 0% | 77.1% |
| 04/2024 | - | - | 2,492.8 | 0 | 2.9 | -5.7 | 0.2% | 0% | 76% |
| 03/2024 | - | - | 2,476.2 | 0 | 2 | -12.5 | 0.2% | 17.7% | 71.9% |
| 02/2024 | - | - | 2,470.3 | 0.2 | 1.3 | -9.8 | 0.2% | 16.9% | 68.1% |
| 01/2024 | - | - | 2,470.2 | 0.3 | 1.1 | -7.8 | 0.2% | 16.1% | 66.5% |
| 12/2023 | - | - | 2,470.3 | 0 | 2.4 | -15.7 | 0.21% | 16.2% | 63.7% |
| 11/2023 | - | - | 2,484.4 | 0.1 | 1.3 | 0 | 0.21% | 15.5% | 59.3% |
| 10/2023 | - | - | 2,462.9 | 0 | 10.2 | -8.6 | 0.21% | 14.8% | 61.7% |
| 09/2023 | - | - | 2,472.9 | 0 | 6.4 | -4 | 0.21% | 15.8% | 57.5% |
| 08/2023 | - | - | 2,460.6 | 0 | 3.9 | -5.5 | 0.21% | 16% | 55.7% |
| 07/2023 | - | - | 2,451.9 | -0.7 | 1.5 | -7.3 | 0.21% | 16.1% | 48.8% |
| 06/2023 | - | - | 2,450.5 | 0.6 | 3.4 | -37.9 | 0.21% | 20% | 44.9% |
| 05/2023 | - | - | 2,475.6 | 0.3 | 2.4 | -9.2 | 0.21% | 29.3% | 51.9% |
| 04/2023 | - | - | 2,457 | 0 | 5.4 | -15.2 | 0.21% | 29.3% | 47.3% |
| 03/2023 | - | - | 2,457.3 | 0.1 | 2.3 | -13.2 | 0.21% | 28.7% | 42.9% |
| 02/2023 | - | - | 2,449.8 | 0.2 | 1.9 | -16.5 | 0.21% | 28.5% | 41.7% |
| 01/2023 | - | - | 2,449.4 | 0 | 2.8 | 2.3 | 0.21% | 36.4% | 46.4% |
| 12/2022 | - | - | 2,442.6 | 0.8 | 3.1 | -15.5 | 0.24% | 35.5% | 37.7% |
| 11/2022 | - | - | 2,447.2 | 0 | 1.2 | -2.5 | 0.24% | 36.4% | 37.5% |
| 10/2022 | - | - | 2,426.3 | 0 | 2.5 | -8 | 0.24% | 36.8% | 34.1% |
| 09/2022 | - | - | 2,421.5 | 0 | 1 | -18.4 | 0.24% | 35% | 32.4% |
| 08/2022 | - | - | 2,436.9 | 0.2 | 1.5 | -15.9 | 0.24% | 38% | 28.8% |
| 07/2022 | - | - | 2,416 | 0.1 | 2.5 | 0 | 0.24% | 38.2% | 29.6% |
| 06/2022 | - | - | 2,398.6 | 0 | 1.3 | -12.3 | 0.24% | 35.8% | 28.5% |
| 05/2022 | - | - | 2,387.8 | 0.2 | 1.1 | -16 | 0.24% | 38% | 21.9% |
| 04/2022 | - | - | 2,376.1 | 0.2 | 5.9 | -13.2 | 0.24% | 31.5% | 14.9% |
| 03/2022 | - | - | 2,370.8 | 0 | 2.8 | -48.4 | 0.24% | 32.7% | 16.3% |
| 02/2022 | - | - | 2,395.3 | 0.2 | 4.2 | -22.4 | 0.24% | 31.5% | 15.5% |
| 01/2022 | - | - | 2,406.3 | 0.5 | 1.2 | -10.3 | 0.24% | 29.3% | 15.9% |
| 12/2021 | - | - | 2,399.6 | 0.4 | 2.3 | -4.3 | 0.25% | 0% | 0% |
| 11/2021 | - | - | 2,397.5 | 0.1 | 3.5 | -3.3 | 0.25% | 0% | 0% |
| 10/2021 | - | - | 2,391.2 | 0 | 1.8 | -10.5 | 0.25% | 0% | 0% |
| 09/2021 | - | - | 2,388.2 | 0.1 | 4 | -26.4 | 0.25% | 0% | 0% |
| 08/2021 | - | - | 2,400.8 | 0.1 | 1.9 | -11.1 | 0.25% | 0% | 0% |
| 07/2021 | - | - | 2,393.7 | 0 | 2.4 | -5.7 | 0.25% | 0% | 0% |
| 06/2021 | - | - | 2,388.8 | 0 | 1.5 | -16.2 | 0.25% | 0% | 0% |
| 05/2021 | - | - | 2,386.4 | 0 | 3.4 | -17.7 | 0.25% | 0% | 0% |
| 04/2021 | - | - | 2,389.8 | 0 | 1.8 | -11.7 | 0.25% | 0% | 0% |
| 03/2021 | - | - | 2,378.5 | 0.1 | 1.1 | -9.3 | 0.25% | 0% | 0% |
| 02/2021 | - | - | 2,371.1 | 0.4 | 3.3 | -4.7 | 0.25% | 0% | 0% |
| 01/2021 | - | - | 2,370.5 | 1 | 4.5 | -6.3 | 0.25% | 0% | 0% |
| 12/2020 | - | - | 2,372.2 | 0 | 2.9 | -9.1 | 0.25% | 0% | 0% |
| 11/2020 | - | - | 2,378.2 | 0.1 | 2.2 | -12.1 | 0.25% | 0% | 0% |
| 10/2020 | - | - | 2,374.8 | 0 | 3.6 | -6.2 | 0.25% | 0% | 0% |
| 09/2020 | - | - | 2,376.3 | 0 | 1.7 | -5.4 | 0.25% | 0% | 0% |
| 08/2020 | - | - | 2,372.7 | 0.2 | 1.8 | -4.6 | 0.25% | 0% | 0% |
| 07/2020 | - | - | 2,363.6 | 0.1 | 3.5 | -14.7 | 0.25% | 0% | 0% |
| 06/2020 | - | - | 2,373.5 | 0.2 | 2.5 | -15.4 | 0.25% | 0% | 0% |
| 05/2020 | - | - | 2,387.7 | 0 | 2.2 | -13 | 0.25% | 0% | 0% |
| 04/2020 | - | - | 2,399.3 | 0.1 | 3 | -11 | 0.25% | 0% | 0% |
| 03/2020 | - | - | 2,393 | 0.4 | 4.7 | -9.6 | 0.25% | 0% | 0% |
| 02/2020 | - | - | 2,398.6 | 0.6 | 3 | 1.2 | 0.25% | 0% | 0% |
| 01/2020 | - | - | 2,399.9 | 0.4 | 1.3 | -4 | 0.25% | 0% | 0% |
| 12/2019 | - | - | 2,394 | 0.1 | 2 | -7.5 | 0.26% | 0% | 0% |
| 11/2019 | - | - | 2,402.2 | 0.1 | 2.9 | -5 | 0.26% | 0% | 0% |
| 10/2019 | - | - | 2,389.9 | 0.2 | 1.8 | -4.7 | 0.26% | 0% | 0% |
| 09/2019 | - | - | 2,390.3 | 0.2 | 3.5 | -9.8 | 0.26% | 0% | 0% |
| 08/2019 | - | - | 2,388 | 0.1 | 2 | -5.1 | 0.26% | 0% | 0% |
| 07/2019 | - | - | 2,391.4 | 0.1 | 1.4 | -8.4 | 0.26% | 0% | 0% |
| 06/2019 | - | - | 2,404.6 | 0 | 2.4 | -3 | 0.26% | 0% | 0% |
| 05/2019 | - | - | 2,382.7 | -0.4 | 2 | -6.1 | 0.26% | 0% | 0% |
| 04/2019 | - | - | 2,373.5 | 0 | 2.3 | -5.1 | 0.26% | 0% | 0% |
| 03/2019 | - | - | 2,358.5 | 0.2 | 2.1 | -0.2 | 0.26% | 0% | 0% |
| 02/2019 | - | - | 2,347.8 | 0.7 | 1.7 | -11.5 | 0.26% | 0% | 0% |
| 01/2019 | - | - | 2,353.7 | 0.9 | 1.7 | -4.6 | 0.26% | 0% | 0% |
| 12/2018 | - | - | 2,355.6 | 0.1 | 2.7 | -3.4 | 0.32% | 0% | 0% |
| 11/2018 | - | - | 2,358 | 0.1 | 2.3 | -6.7 | 0.32% | 0% | 0% |
| 10/2018 | - | - | 2,349.4 | 0.7 | 1.5 | -1.8 | 0.32% | 0% | 0% |
| 09/2018 | - | - | 2,338.7 | 0.2 | 2.5 | -14.4 | 0.32% | 0% | 0% |
| 08/2018 | - | - | 2,342.9 | 0.3 | 3.3 | -0.3 | 0.32% | 0% | 0% |
| 07/2018 | - | - | 2,335.2 | 0 | 3.5 | -12.2 | 0.32% | 0% | 0% |
| 06/2018 | - | - | 2,338.4 | 0.1 | 1.6 | -11 | 0.32% | 0% | 0% |
| 05/2018 | - | - | 2,332.6 | 0.2 | 2 | -5.5 | 0.32% | 0% | 0% |
| 04/2018 | - | - | 2,316 | 0 | 1.7 | -17.2 | 0.32% | 0% | 0% |
| 03/2018 | - | - | 2,318.7 | 0.1 | 8 | -13.2 | 0.32% | 0% | 0% |
| 02/2018 | - | - | 2,327.1 | 0.5 | 5.9 | -4 | 0.32% | 0% | 0% |
| 01/2018 | - | - | 2,342.8 | 0.7 | 2.7 | -0.2 | 0.32% | 0% | 0% |
| 12/2017 | - | - | 2,331.9 | 0.3 | 3.1 | -2.1 | 0.32% | - | - |
| 11/2017 | - | - | 2,333.4 | 0.2 | 2.5 | -13.6 | 0.32% | - | - |
| 10/2017 | - | - | 2,331.9 | 0.1 | 1.2 | -7 | 0.32% | - | - |
| 09/2017 | - | - | 2,327.3 | 0.2 | 4.6 | -6.8 | 0.32% | - | - |
| 08/2017 | - | - | 2,321.2 | 0.2 | 1.8 | -16.8 | 0.32% | - | - |
| 07/2017 | - | - | 2,331.6 | 0.1 | 3.5 | -13.4 | 0.32% | - | - |
| 06/2017 | - | - | 2,354.3 | 0 | 2.7 | -0 | 0.32% | - | - |
| 05/2017 | - | - | 2,337.1 | 0.1 | 3.4 | -2.1 | 0.32% | - | - |
| 04/2017 | - | - | 2,326.2 | 0.4 | 1.5 | -10.8 | 0.32% | - | - |
| 03/2017 | - | - | 2,320.8 | 0.2 | 1.7 | -12.3 | 0.32% | - | - |
| 02/2017 | - | - | 2,324.3 | 0.1 | 1.7 | -9.4 | 0.32% | - | - |
| 01/2017 | - | - | 2,329.4 | 0.8 | 3.5 | -3.6 | 0.32% | - | - |
| 12/2016 | - | - | 2,325.4 | 0.1 | 3.8 | -9 | 0.32% | - | - |
| 11/2016 | - | - | 2,339.3 | 0.3 | 1.1 | -18.9 | 0.32% | - | - |
| 10/2016 | - | - | 2,343.9 | 0.1 | 1.9 | -4.8 | 0.32% | - | - |
| 09/2016 | - | - | 2,342.5 | 0.3 | 3.6 | -11.2 | 0.32% | - | - |
| 08/2016 | - | - | 2,353.7 | 0 | 2.9 | -17.4 | 0.32% | - | - |
| 07/2016 | - | - | 2,354 | 0.1 | 4.9 | -4.8 | 0.32% | - | - |
| 06/2016 | - | - | 2,346 | 0.1 | 2.2 | -5.9 | 0.32% | - | - |
| 05/2016 | - | - | 2,336.4 | 0.1 | 2.6 | -10.8 | 0.32% | - | - |
| 04/2016 | - | - | 2,329.9 | 0.2 | 5 | -9.5 | 0.32% | - | - |
| 03/2016 | - | - | 2,338.6 | 0.3 | 1.5 | -4.2 | 0.32% | - | - |
| 02/2016 | - | - | 2,340.7 | 0.3 | 1.5 | -7.1 | 0.32% | - | - |
| 01/2016 | - | - | 2,350.5 | 1 | 2.4 | -7.4 | 0.32% | - | - |
| 12/2015 | - | - | 2,351.2 | 0.1 | 1.8 | -3.6 | 0.32% | 0% | 0% |
| 11/2015 | - | - | 2,355.5 | 0.1 | 9.3 | -11.8 | 0.32% | 0% | 0% |
| 10/2015 | - | - | 2,363.5 | 0.1 | 1.3 | -9.1 | 0.32% | 0% | 0% |
| 09/2015 | - | - | 2,372.7 | 0.1 | 6.9 | -1.3 | 0.32% | 0% | 0% |
| 08/2015 | - | - | 2,375 | 0.1 | 2.2 | -0.1 | 0.32% | 0% | 0% |
| 07/2015 | - | - | 2,361.9 | 0.1 | 2.9 | -4.7 | 0.32% | 0% | 0% |
| 06/2015 | - | - | 2,351.7 | 0.2 | 4.3 | 0.1 | 0.32% | 0% | 0% |
| 05/2015 | - | - | 2,340.5 | 0.2 | 2.6 | -10 | 0.32% | 0% | 0% |
| 04/2015 | - | - | 2,328.4 | 0.4 | 2.2 | -2.6 | 0.32% | 0% | 0% |
| 03/2015 | - | - | 2,315.4 | 0.1 | 1.7 | -1.4 | 0.32% | 0% | 0% |
| 02/2015 | - | - | 2,324.5 | 0.8 | 2 | -4.9 | 0.32% | 0% | 0% |
| 01/2015 | - | - | 2,341.4 | 0.9 | 1.6 | -3.9 | 0.32% | 0% | 0% |
| 12/2014 | - | - | 2,335.6 | 0.7 | 3.7 | -10 | 0.31% | 0% | 0% |
| 11/2014 | - | - | 2,342.8 | 0.2 | 1.4 | -8.4 | 0.31% | 0% | 0% |
| 10/2014 | - | - | 2,335 | 0.2 | 1.3 | -14.1 | 0.31% | 0% | 0% |
| 09/2014 | - | - | 2,346.6 | 0.7 | 1.9 | -0.8 | 0.31% | 0% | 0% |
| 08/2014 | - | - | 2,340.5 | 0.5 | 2.5 | -7.4 | 0.31% | 0% | 0% |
| 07/2014 | - | - | 2,337.2 | 0.3 | 1.4 | 0 | 0.31% | 0% | 0% |
| 06/2014 | - | - | 2,321.1 | 0.3 | 1.8 | -3.3 | 0.31% | 0% | 0% |
| 05/2014 | - | - | 2,313.3 | 0.3 | 2.2 | -3.6 | 0.31% | 0% | 0% |
| 04/2014 | - | - | 2,306.3 | 0.4 | 1.8 | 0 | 0.31% | 0% | 0% |
| 03/2014 | - | - | 2,290.7 | 0.2 | 4.5 | -2.4 | 0.31% | 0% | 0% |
| 02/2014 | - | - | 2,291.6 | 0.9 | 2.6 | -6.2 | 0.31% | 0% | 0% |
| 01/2014 | - | - | 2,302.7 | 1 | 2 | -7.3 | 0.31% | 0% | 0% |
| 12/2013 | - | - | 2,298.5 | 0.2 | 1.7 | -1.4 | 0.32% | 0% | 0% |
| 11/2013 | - | - | 2,300.1 | 0.6 | 1.9 | -17.4 | 0.32% | 0% | 0% |
| 10/2013 | - | - | 2,301.9 | 0.6 | 3.3 | -12 | 0.32% | 0% | 0% |
| 09/2013 | - | - | 2,306.4 | 0.2 | 4.7 | -8.3 | 0.32% | 0% | 0% |
| 08/2013 | - | - | 2,304.5 | 0.4 | 1.9 | 0.6 | 0.32% | 0% | 0% |
| 07/2013 | - | - | 2,288.9 | 0.2 | 2.3 | -1.2 | 0.32% | 0% | 0% |
| 06/2013 | - | - | 2,264.1 | 0.3 | 2.2 | -0.5 | 0.32% | 0% | 0% |
| 05/2013 | - | - | 2,253.8 | 0.3 | 1.6 | -6.2 | 0.32% | 0% | 0% |
| 04/2013 | - | - | 2,242.4 | 0.3 | 1.6 | -23 | 0.32% | 0% | 0% |
| 03/2013 | - | - | 2,252.2 | 0.5 | 1.2 | -1.1 | 0.32% | 0% | 0% |
| 02/2013 | - | - | 2,244 | 1 | 1.9 | 0.9 | 0.32% | 0% | 0% |
| 01/2013 | - | - | 2,238.9 | 1.7 | 2.5 | -3.5 | 0.32% | 0% | 0% |
| 12/2012 | - | - | 2,229 | -0 | 3.4 | -6.6 | 0.32% | 0% | 0% |
| 11/2012 | - | - | 2,239.7 | 0.3 | 2 | -8.2 | 0.32% | 0% | 0% |
| 10/2012 | - | - | 2,243.8 | 0.3 | 2 | -7.2 | 0.32% | 0% | 0% |
| 09/2012 | - | - | 2,242.8 | 0.4 | 1.6 | -1.9 | 0.32% | 0% | 0% |
| 08/2012 | - | - | 2,212.7 | 0.5 | 5.9 | -6.8 | 0.32% | 0% | 0% |
| 07/2012 | - | - | 2,213 | 0.2 | 3.8 | -4.4 | 0.32% | 0% | 0% |
| 06/2012 | - | - | 2,217.5 | 0.4 | 2.2 | -8.7 | 0.32% | 0.1% | 0% |
| 05/2012 | - | - | 2,218 | 0.3 | 1.7 | -4.8 | 0.32% | 0% | 0% |
| 04/2012 | - | - | 2,195.5 | 0.8 | 2.7 | -1.9 | 0.32% | 0% | 0% |
| 03/2012 | - | - | 2,182.3 | 0.4 | 4.1 | -5.1 | 0.32% | 0% | 0% |
| 02/2012 | - | - | 2,181.4 | 0.6 | 2 | -9.6 | 0.32% | 0% | 0% |
| 01/2012 | - | - | 2,183.1 | 1.6 | 6.7 | -2.5 | 0.32% | 0% | 0% |
| 12/2011 | - | - | 2,180.5 | 0.8 | 3.2 | -5.7 | 0.32% | 0% | 0% |
| 11/2011 | - | - | 2,180.9 | 0.5 | 6.5 | -5.1 | 0.32% | 0% | 0% |
| 10/2011 | - | - | 2,176.2 | 0.4 | 4.2 | -1.6 | 0.32% | 0% | 0% |
| 09/2011 | - | - | 2,180.1 | 0.3 | 4.4 | -2 | 0.32% | 0% | 0% |
| 08/2011 | - | - | 2,166.1 | 0.8 | 2.4 | -17.3 | 0.32% | 0% | 0% |
| 07/2011 | - | - | 2,181.6 | 0.4 | 3.2 | -2.6 | 0.32% | 0% | 0% |
| 06/2011 | - | - | 2,169 | 0.6 | 1.7 | -9.4 | 0.32% | 0% | 0% |
| 05/2011 | - | - | 2,159.4 | 0.6 | 1.2 | -4.9 | 0.32% | 0% | 0% |
| 04/2011 | - | - | 2,142.7 | 0.7 | 2.3 | -7.4 | 0.32% | 0% | 0% |
| 03/2011 | - | - | 2,138 | 0.6 | 1.9 | -6.5 | 0.32% | 0% | 0% |
| 02/2011 | - | - | 2,130 | 0.8 | 3.3 | -3 | 0.32% | 0% | 0% |
| 01/2011 | - | - | 2,121.6 | 1.8 | 4.8 | -1.1 | 0.32% | 0% | 0.6% |
| 12/2010 | - | - | 2,108.5 | 1.3 | 12.7 | -10.4 | 0.38% | 0% | 0.6% |
| 11/2010 | - | - | 2,110 | 0.6 | 1.2 | 5.4 | 0.38% | 0% | 0.6% |
| 10/2010 | - | - | 2,099 | 0.4 | 1.6 | -0 | 0.38% | 0% | 0.6% |
| 09/2010 | - | - | 2,085 | 0.4 | 1.7 | 0 | 0.38% | 0% | 0.6% |
| 08/2010 | - | - | 2,067.3 | 0.4 | 1.3 | -6.5 | 0.38% | 0% | 0.6% |
| 07/2010 | - | - | 2,055.8 | 0.7 | 2.7 | -3.9 | 0.38% | 0% | 0.6% |
| 06/2010 | - | - | 2,045.6 | 0.5 | 1.5 | -0.9 | 0.38% | 0.2% | 0.1% |
| 05/2010 | - | - | 2,031.8 | 0.7 | 1.2 | 0 | 0.38% | 0.2% | 0.1% |
| 04/2010 | - | - | 2,006 | 0.9 | 2.7 | -1.2 | 0.38% | 0% | 0% |
| 03/2010 | - | - | 1,998.2 | 0.6 | 5.1 | -3.4 | 0.38% | 0% | 0% |
| 02/2010 | - | - | 2,003 | 0.7 | 3.7 | 3.5 | 0.38% | 0% | 0% |
| 01/2010 | - | - | 2,013.8 | 1.8 | 2.6 | -1.9 | 0.38% | 0% | 0% |
| 12/2009 | - | - | 2,007.6 | 0.9 | 3.7 | -3.4 | 0.41% | 0% | 0% |
| 11/2009 | - | - | 1,998 | 0.1 | 2 | -3.9 | 0.41% | 0% | 0% |
| 10/2009 | - | - | 1,991 | 0.8 | 1.7 | -6 | 0.41% | 0% | 0% |
| 09/2009 | - | - | 1,994.7 | 0.8 | 1.4 | -10.8 | 0.41% | 0% | 0% |
| 08/2009 | - | - | 1,987.7 | 0.6 | 2.5 | -3.6 | 0.41% | 0% | 0% |
| 07/2009 | - | - | 1,963.5 | 0.5 | 1.7 | -0.8 | 0.41% | 0% | 0% |
| 06/2009 | - | - | 1,939.7 | 0.6 | 1.5 | 0 | 0.41% | 0% | 0% |
| 05/2009 | - | - | 1,924.4 | 0.7 | 1.8 | -1.1 | 0.41% | 0% | 0% |
| 04/2009 | - | - | 1,899.1 | 0.9 | 4.7 | -4.5 | 0.41% | 0% | 0% |
| 03/2009 | - | - | 1,889.4 | 1.1 | 1.7 | -2.8 | 0.41% | 0% | 0% |
| 02/2009 | - | - | 1,886.3 | 0.5 | 2.2 | -0.3 | 0.41% | 0% | 0% |
| 01/2009 | - | - | 1,891.5 | 2.2 | 3.6 | -0.8 | 0.41% | 0% | 0% |
| 12/2008 | - | - | 1,887.5 | 1 | 6.7 | 20.9 | 0.43% | 0% | 0% |
| 11/2008 | - | - | 1,899.2 | 0.6 | 4.2 | -3.3 | 0.43% | 0% | 1.7% |
| 10/2008 | - | - | 1,893.9 | 0.8 | 2.7 | -1 | 0.43% | 0% | 1.7% |
| 09/2008 | - | - | 1,874.8 | 0.5 | 2.7 | -0.1 | 0.43% | 0% | 1.7% |
| 08/2008 | - | - | 1,860.3 | 0.5 | 1.4 | -2.8 | 0.43% | 0% | 1.7% |
| 07/2008 | - | - | 1,835.9 | 0.6 | 1.2 | -2.5 | 0.43% | 0% | 1.7% |
| 06/2008 | - | - | 1,831 | 1.1 | 1.3 | -3.2 | 0.43% | 0% | 1.7% |
| 05/2008 | - | - | 1,815.7 | 0.6 | 1 | -0.3 | 0.43% | 0% | 0% |
| 04/2008 | - | - | 1,782.3 | 1.2 | 4.8 | -2.9 | 0.43% | 0% | 0% |
| 03/2008 | - | - | 1,775.2 | 1.1 | 21 | -1.7 | 0.43% | 0% | 0% |
| 02/2008 | - | - | 1,773.7 | 1.5 | 1.5 | 12.8 | 0.43% | 0.1% | 0% |
| 01/2008 | - | - | 1,774.6 | 4.4 | 3.2 | -2.2 | 0.43% | 0.1% | 0% |
| 12/2007 | - | - | 1,758 | 2.6 | 2 | -3.1 | 0.42% | - | - |
| 11/2007 | - | - | 1,742 | 1.4 | 1.8 | -9 | 0.42% | - | - |
| 10/2007 | - | - | 1,742.4 | 2.9 | 2.9 | -8.8 | 0.42% | - | - |
| 09/2007 | - | - | 1,750.9 | 0.8 | 5.7 | -3.4 | 0.42% | - | - |
| 08/2007 | - | - | 1,740.2 | 1.4 | 4 | -3.4 | 0.42% | - | - |
| 07/2007 | - | - | 1,721.5 | -1.1 | -2.5 | -7.7 | 0.42% | - | - |
| 06/2007 | - | - | 1,707.8 | 3.5 | 6.7 | -0.1 | 0.42% | - | - |
| 05/2007 | - | - | 1,705.5 | 1.6 | 2 | -2 | 0.42% | - | - |
| 04/2007 | - | - | 1,692.5 | 1.5 | 1.2 | -6.3 | 0.42% | - | - |
| 03/2007 | - | - | 1,688.3 | 1.4 | 2.1 | -2.7 | 0.42% | - | - |
| 02/2007 | - | - | 1,688.2 | 2.4 | 1.6 | -4 | 0.42% | - | - |
| 01/2007 | - | - | 1,686.3 | 3 | 1.1 | -8.7 | 0.42% | - | - |
| 12/2006 | - | - | 1,685.1 | 2.8 | 1.3 | -4.2 | 0.42% | - | - |
| 11/2006 | - | - | 1,687 | 1.3 | 5.1 | -1.3 | 0.42% | - | - |
| 10/2006 | - | - | 1,695 | 0.9 | 1.3 | -1.7 | 0.42% | - | - |
| 09/2006 | - | - | 1,702.7 | 0.6 | 1.8 | -6.6 | 0.42% | - | - |
| 08/2006 | - | - | 1,703.5 | 0.8 | 1.5 | -8.1 | 0.42% | - | - |
| 07/2006 | - | - | 1,702.9 | 0.8 | 2.5 | -1.4 | 0.42% | - | - |
| 06/2006 | - | - | 1,696.6 | 1 | 3 | -4.4 | 0.42% | - | - |
| 05/2006 | - | - | 1,695.8 | 1.7 | 2.3 | -0.6 | 0.42% | - | - |
| 04/2006 | - | - | 1,674.8 | 2.6 | 3.1 | -0 | 0.42% | - | - |
| 03/2006 | - | - | 1,663.2 | 2.1 | 1.4 | -2.2 | 0.42% | - | - |
| 02/2006 | - | - | 1,648.2 | 1 | 1.1 | -5.3 | 0.42% | - | - |
| 01/2006 | - | - | 1,649.2 | 3.4 | 2.4 | -2.9 | 0.42% | - | - |
| 12/2005 | - | - | 1,646.1 | 4.1 | 2.3 | -1.3 | 0.42% | - | - |
| 11/2005 | - | - | 1,633.6 | 3.4 | 1.2 | -1.2 | 0.42% | - | - |
| 10/2005 | - | - | 1,613.8 | 1 | 1.4 | -4.7 | 0.42% | - | - |
| 09/2005 | - | - | 1,610.3 | 0.9 | 0.8 | -2.4 | 0.42% | - | - |
| 08/2005 | - | - | 1,602.9 | 0.9 | 2.3 | -1 | 0.42% | - | - |
| 07/2005 | - | - | 1,582.5 | 0.8 | 1.1 | -0.4 | 0.42% | - | - |
| 06/2005 | - | - | 1,574.9 | 1.4 | 0.2 | -1.6 | 0.42% | - | - |
| 05/2005 | - | - | 1,565.5 | 1.3 | 1.7 | -1.3 | 0.42% | - | - |
| 04/2005 | - | - | 1,550.2 | 1.3 | 3.5 | -5 | 0.42% | - | - |
| 03/2005 | - | - | 1,553.4 | 1 | 1.5 | -1.4 | 0.42% | - | - |
| 02/2005 | - | - | 1,546.1 | 2.2 | 2.1 | 0 | 0.42% | - | - |
| 01/2005 | - | - | 1,547 | 3.8 | 1 | -4 | 0.42% | - | - |
| 12/2004 | - | - | 1,539.9 | 4 | 1.9 | -1.3 | 0% | - | - |
| 11/2004 | - | - | 1,528.7 | 2.6 | 0.8 | -1.7 | 0% | - | - |
| 10/2004 | - | - | 1,522 | 1.3 | 0.7 | -0.5 | 0% | - | - |
| 09/2004 | - | - | 1,518 | 1.2 | 2.4 | -8 | 0% | - | - |
| 08/2004 | - | - | 1,518 | 1.5 | 3.1 | -2.6 | 0% | - | - |
| 07/2004 | - | - | 1,518.3 | 1 | 1.6 | -11.7 | 0% | - | - |
| 06/2004 | - | - | 1,524 | 1.3 | 2.7 | -2 | 0% | - | - |
| 05/2004 | - | - | 1,515.7 | 1.8 | 1.7 | -2 | 0% | - | - |
| 04/2004 | - | - | 1,496.8 | 1.3 | 2.2 | -2.9 | 0% | - | - |
| 03/2004 | - | - | 1,495.4 | 1.1 | 3.4 | -0.9 | 0% | - | - |
| 02/2004 | - | - | 1,489.4 | 1.7 | 6 | -1.3 | 0% | - | - |
| 01/2004 | - | - | 1,491.6 | 2.2 | 1.8 | -2.5 | 0% | - | - |
| 12/2003 | - | - | 1,489.6 | 3.9 | 1.7 | -1 | - | - | - |
| 11/2003 | - | - | 1,489.7 | 2.4 | 1.3 | -0 | - | - | - |
| 10/2003 | - | - | 1,482.1 | 1.1 | 2.5 | -0.2 | - | - | - |
| 09/2003 | - | - | 1,483.4 | 0.7 | 6.7 | 0 | - | - | - |
| 08/2003 | - | - | 1,480.1 | 1 | 1.4 | -1.4 | - | - | - |
| 07/2003 | - | - | 1,484 | 1 | 2 | -1.5 | - | - | - |
| 06/2003 | - | - | 1,487.6 | 1.8 | 1.5 | -0.9 | - | - | - |
| 05/2003 | - | - | 1,487.8 | 0.4 | 1.8 | -0.9 | - | - | - |
| 04/2003 | - | - | 1,486 | 0.5 | 2.4 | -3.5 | - | - | - |
| 03/2003 | - | - | 1,481.6 | 2.3 | 3 | -3.4 | - | - | - |
| 02/2003 | - | - | 1,472.9 | 1.4 | 3.1 | -0.8 | - | - | - |
| 01/2003 | - | - | 1,466.8 | 3.5 | 2.3 | -1.9 | - | - | - |
| 12/2002 | - | - | 1,464.6 | 3.7 | 3.6 | -1.1 | - | - | - |
| 11/2002 | - | - | 1,460.2 | 1 | 3.1 | -0 | - | - | - |
| 10/2002 | - | - | 1,445.5 | 0.7 | 2.1 | -0.8 | - | - | - |
| 09/2002 | - | - | 1,436.4 | 0.7 | 2 | -0.1 | - | - | - |
| 08/2002 | - | - | 1,439 | 1.1 | 3.6 | -0.3 | - | - | - |
| 07/2002 | - | - | 1,427 | 1.4 | 2.5 | -1.2 | - | - | - |
| 06/2002 | - | - | 1,404.6 | 1.4 | 3.5 | -1.3 | - | - | - |
| 05/2002 | - | - | 1,389.7 | 2.6 | 0.7 | -1.6 | - | - | - |
| 04/2002 | - | - | 1,363.8 | 2.6 | 1.9 | -1.4 | - | - | - |
| 03/2002 | - | - | 1,353.6 | 3.4 | 3 | -0.3 | - | - | - |
| 02/2002 | - | - | 1,338.6 | 3.2 | 3.6 | -0.6 | - | - | - |
| 01/2002 | - | - | 1,321.5 | 7.6 | 2.2 | -0.6 | - | - | - |
| 12/2001 | - | - | 1,311.4 | 9.4 | 3 | 0 | - | - | - |
| 11/2001 | - | - | 1,304.8 | 2.9 | 1.3 | -0.2 | - | - | - |
| 10/2001 | - | - | 1,296.4 | 2.7 | 1.5 | -1.4 | - | - | - |
| 09/2001 | - | - | 1,288 | 2.4 | 3.8 | -2.8 | - | - | - |
| 08/2001 | - | - | 1,282.9 | 1.9 | 3.4 | -0.2 | - | - | - |
| 07/2001 | - | - | 1,274 | -0.2 | 3.2 | 0 | - | - | - |
| 06/2001 | - | - | 1,267.8 | 1.3 | 4.3 | 0 | - | - | - |
| 05/2001 | - | - | 1,261.7 | 1.3 | 7.3 | 0 | - | - | - |
| 04/2001 | - | - | 1,255.2 | 6.9 | 2.1 | 0 | - | - | - |
| 03/2001 | - | - | 1,242.6 | 1.1 | 5.7 | 0 | - | - | - |
| 02/2001 | - | - | 1,242.9 | 0.1 | 7.3 | 0 | - | - | - |
| 01/2001 | - | - | 1,251.5 | 0.6 | 3.8 | 0 | - | - | - |
| 12/2000 | - | - | 1,252 | 1.9 | 1.1 | -1.6 | 0.42% | - | - |
| 11/2000 | - | - | 1,245.4 | 0.7 | 5.4 | 0 | 0.42% | - | - |
| 10/2000 | - | - | 1,239.5 | 0.8 | 4.1 | 0 | 0.42% | - | - |
| 09/2000 | - | - | 1,244.5 | 0.9 | 4 | 0 | 0.42% | - | - |
| 08/2000 | - | - | 1,248.5 | 0.9 | 3.7 | 0 | 0.42% | - | - |
| 07/2000 | - | - | 1,242.4 | 1 | 3.1 | 0 | 0.42% | - | - |
| 06/2000 | - | - | 1,236.7 | 0.9 | 1.7 | 0 | 0.42% | - | - |
| 05/2000 | - | - | 1,222.5 | 3.3 | 3 | 0 | 0.42% | - | - |
| 04/2000 | - | - | 1,211.5 | 1 | 11.2 | -0.2 | 0.42% | - | - |
| 03/2000 | - | - | 1,221.8 | 1 | 13.7 | 0 | 0.42% | - | - |
| 02/2000 | - | - | 1,234.8 | 1.4 | 12.2 | -1.7 | 0.42% | - | - |
| 01/2000 | - | - | 1,248.1 | 0.8 | 5 | 0 | 0.42% | - | - |
| 12/1999 | - | - | 1,247.1 | 3.4 | 4.2 | 0 | - | - | - |
| 11/1999 | - | - | 1,244.1 | 1.6 | 4.8 | 0 | - | - | - |
| 10/1999 | - | - | 1,234.7 | 1.6 | 2.8 | 0 | - | - | - |
| 09/1999 | - | - | 1,225.9 | 1.4 | 5.5 | 0 | - | - | - |
| 08/1999 | - | - | 1,219.8 | 1.1 | 1.9 | 0 | - | - | - |
| 07/1999 | - | - | 1,211.9 | 1.5 | 2.3 | 0 | - | - | - |
| 06/1999 | - | - | 1,204.1 | 1.5 | 3.5 | 0 | - | - | - |
| 05/1999 | - | - | 1,195.1 | 2.2 | 3 | 0 | - | - | - |
| 04/1999 | - | - | 1,187.7 | 1.4 | 2.6 | 0 | - | - | - |
| 03/1999 | - | - | 1,188.2 | 2.4 | 4.1 | 0.1 | - | - | - |
| 02/1999 | - | - | 1,193.8 | 2.6 | 2.9 | 0 | - | - | - |
| 01/1999 | - | - | 1,195.3 | 5.2 | 3.6 | 0 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של בר קרן גמולים א' - מבטיח תשואה בשיעור 5.5 אחוז לשנה?
ב-07/2026: - לחודש, - מתחילת השנה, - ל-3 שנים ו-- ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בבר קרן גמולים א' - מבטיח תשואה בשיעור 5.5 אחוז לשנה?
0.2% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם בר קרן גמולים א' - מבטיח תשואה בשיעור 5.5 אחוז לשנה 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.
