פסגות שיא השתלמות אג"ח: תשואה, דמי ניהול וסיכון
הקרן הפסיקה לדווח ב-10/2021 (מוזגה או נסגרה) - הנתונים היסטוריים
פסגות שיא השתלמות אג"ח מנוהלת על ידי פסגות קופות גמל ופנסיה בע"מ, בסיווג קרנות השתלמות, פעילה מ-1997; 264 חודשי דיווח מ-11/1999 עד 10/2021.
תשואה 10/2021
-
מתחילת השנה
-
3 שנים מצטבר
-
5 שנים מצטבר
-
דמי ניהול מצבירה
0.68%
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-10/2021: 0 מיליון ש"ח, מקום 189 מתוך 217 בקטגוריה.
- דמי ניהול ממוצעים מהצבירה: 0.68% לשנה (מקום 170 מתוך 208 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-12,756 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -6.3% בין 06/2008 ל-11/2008.
תשואה שנתית (12 חודשים מלאים)
| שנה | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 8.74% | 2.32% | 10.94% | 6.06% | 6.8% | 6.45% | 5.82% | -0.83% | 11.02% | 7.45% | 3.33% | 8.94% | 3.3% | 4.17% | 1.32% | 1.62% | 2.99% | -0.86% | 6.63% | 0.99% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2020.
דירוג בקטגוריה קרנות השתלמות (10/2021)
דירוג לפי הנתון בלבד, מתוך 217 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 0 | 189 / 217 |
| דמי ניהול מצבירה (נמוך = 1) | 0.68% | 170 / 208 |
| תשואה מתחילת השנה | - | - |
| תשואה 3 שנים | - | - |
| תשואה 5 שנים | - | - |
| מדד שארפ | - | - |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הלמן-אלדובי השתלמות כללי 0 מ' ש"ח
- הלמן-אלדובי השתלמות אג"ח עד 25% במניות 0 מ' ש"ח
- פסגות שיא השתלמות כללי 0 מ' ש"ח
- פסגות שיא השתלמות כספי 0 מ' ש"ח
- פסגות שיא השתלמות מניות 0 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 10/2021 | - | - | 0 | 0 | 0 | 0 | 0.68% | - | - |
| 09/2021 | 0.09% | 2.8% | 488.9 | 1.7 | 2.5 | -7.7 | 0.68% | - | 7% |
| 08/2021 | 0.48% | 2.71% | 497.3 | 1.8 | 3.8 | -9.9 | 0.68% | - | 13.5% |
| 07/2021 | 0.35% | 2.22% | 507.1 | 2.1 | 2.9 | -7.5 | 0.68% | - | 32.4% |
| 06/2021 | 0.39% | 1.86% | 514.1 | 2 | 3.6 | -8.9 | 0.68% | - | 76.1% |
| 05/2021 | 0.58% | 1.46% | 522.8 | 2 | 2.2 | -7.4 | 0.68% | - | 76.3% |
| 04/2021 | 0.23% | 0.88% | 533.1 | 2 | 8.5 | -9.6 | 0.68% | - | 78.6% |
| 03/2021 | 0.65% | 0.65% | 542.8 | 2 | 3.8 | -13.2 | 0.68% | - | 81.8% |
| 02/2021 | -0.54% | 0% | 554.4 | 2 | 5.1 | -11.2 | 0.68% | - | 79.6% |
| 01/2021 | 0.54% | 0.54% | 572.1 | 2.5 | 2.2 | -10.8 | 0.68% | - | 80.5% |
| 12/2020 | 0.45% | 0.99% | 579.8 | 4.2 | 2.4 | -10 | 0.69% | - | 76.6% |
| 11/2020 | 1.15% | 0.54% | 585.7 | 2.5 | 3.9 | -7 | 0.69% | - | 78.7% |
| 10/2020 | -0.1% | -0.61% | 587.7 | 2.3 | 3.2 | -7.4 | 0.69% | - | 77.8% |
| 09/2020 | -0.56% | -0.51% | 596.8 | 2.2 | 2.9 | -7.1 | 0.69% | - | 79.1% |
| 08/2020 | 1.17% | 0.05% | 608.2 | 2.4 | 2.9 | -8.5 | 0.69% | - | 77% |
| 07/2020 | 0.9% | -1.1% | 610.5 | 2.7 | 4.4 | -6.2 | 0.69% | - | 76.1% |
| 06/2020 | -0.63% | -1.98% | 613.2 | 2.5 | 2.1 | -9.5 | 0.69% | - | 76.3% |
| 05/2020 | 0.96% | -1.36% | 626.5 | 2.2 | 2.2 | -3.8 | 0.69% | 0% | 74.8% |
| 04/2020 | 2.71% | -2.3% | 624.6 | 2.3 | 2.4 | -1.8 | 0.69% | 0% | 72.9% |
| 03/2020 | -5.56% | -4.88% | 610.5 | 2.6 | 8.6 | 8.1 | 0.69% | 0% | 72.8% |
| 02/2020 | 0.4% | 0.72% | 644.5 | 2.6 | 3.1 | -4.1 | 0.69% | 0% | 81.4% |
| 01/2020 | 0.32% | 0.32% | 647 | 3.3 | 2.4 | -6.8 | 0.69% | 0% | 83.2% |
| 12/2019 | 0.18% | 6.63% | 651.1 | 4.8 | 2.7 | -9.6 | 0.71% | 0% | 82.5% |
| 11/2019 | 0.07% | 6.44% | 657.9 | 3.7 | 2.9 | -6.7 | 0.71% | 0.1% | 83.5% |
| 10/2019 | 0.43% | 6.36% | 663.8 | 2.6 | 2.3 | -4.4 | 0.71% | 0% | 83.8% |
| 09/2019 | 0.45% | 5.91% | 665.3 | 2.5 | 2.3 | -6.1 | 0.71% | 0% | 84.4% |
| 08/2019 | 0.35% | 5.43% | 668.6 | 2.8 | 3.2 | -5.7 | 0.71% | 0% | 87.7% |
| 07/2019 | 0.8% | 5.06% | 672.6 | 3.2 | 5.5 | -9.4 | 0.71% | 0% | 86.6% |
| 06/2019 | 0.73% | 4.23% | 679.4 | 3 | 3.9 | -7.6 | 0.71% | 0% | 87.1% |
| 05/2019 | 0.29% | 3.47% | 683.3 | 2.4 | 5.2 | -5 | 0.71% | 0% | 86.5% |
| 04/2019 | 0.54% | 3.18% | 689.5 | 4.1 | 3.7 | -5.4 | 0.71% | 0% | 87.2% |
| 03/2019 | 0.71% | 2.62% | 691.2 | 3.1 | 3.7 | -7.1 | 0.71% | 0% | 85.1% |
| 02/2019 | 0.63% | 1.9% | 694.3 | 3 | 4.8 | -6 | 0.71% | 0% | 85% |
| 01/2019 | 1.26% | 1.26% | 698.1 | 3.6 | 5.6 | -5.5 | 0.71% | 0% | 86.3% |
| 12/2018 | -0.27% | -0.86% | 697.1 | 6.5 | 4 | -13.6 | 0.73% | 0% | 93.8% |
| 11/2018 | -0.37% | -0.59% | 710.6 | 4.2 | 4.7 | -14.6 | 0.73% | 0% | 101.6% |
| 10/2018 | -0.2% | -0.22% | 728.7 | 4.9 | 4.1 | -11.4 | 0.73% | 0% | 109.9% |
| 09/2018 | -0.04% | -0.02% | 741.2 | 3.3 | 1.8 | -6.6 | 0.73% | 0% | 106.4% |
| 08/2018 | 0.14% | 0.02% | 747 | 3.1 | 3.5 | -10.2 | 0.73% | 0% | 107.5% |
| 07/2018 | 0.18% | -0.12% | 757 | 5.5 | 4.9 | -15 | 0.73% | 0% | 116.8% |
| 06/2018 | -0.06% | -0.3% | 770.4 | 2.5 | 5.2 | -12.4 | 0.73% | 0% | 115.1% |
| 05/2018 | -0.15% | -0.24% | 786.4 | 4.3 | 4.4 | -9 | 0.73% | 0% | 114.3% |
| 04/2018 | -0.02% | -0.09% | 797.2 | 3.1 | 5.8 | -8.3 | 0.73% | 0% | 116.4% |
| 03/2018 | 0.34% | -0.07% | 808.8 | 3.6 | 4.9 | -13 | 0.73% | 0% | 116.3% |
| 02/2018 | -0.45% | -0.41% | 820.8 | 3.6 | 5.2 | -13.5 | 0.73% | 0% | 116% |
| 01/2018 | 0.04% | 0.04% | 840.1 | 5.1 | 4.5 | -15.5 | 0.73% | 0% | 114% |
| 12/2017 | 0.25% | 2.99% | 855.1 | 7.7 | 5.4 | -17 | 0.76% | 0% | 106.9% |
| 11/2017 | 0.31% | 2.74% | 868.1 | 4.5 | 5 | -12.2 | 0.76% | 0% | 105.9% |
| 10/2017 | 0.31% | 2.42% | 878.6 | 3.7 | 4.8 | -10.9 | 0.76% | 0% | 99% |
| 09/2017 | -0.14% | 2.1% | 888.4 | 3.7 | 3.5 | -8.2 | 0.76% | 0% | 100.6% |
| 08/2017 | 0.51% | 2.25% | 898.2 | 4.4 | 7.2 | -16.7 | 0.76% | 0% | 102.3% |
| 07/2017 | 0.59% | 1.73% | 913.6 | 5 | 5.2 | -11.9 | 0.76% | 0% | 100.6% |
| 06/2017 | -0.35% | 1.13% | 920.8 | 5 | 5.9 | -15.5 | 0.76% | 0% | 102.2% |
| 05/2017 | 0.49% | 1.49% | 941 | 4.5 | 4.6 | -13.2 | 0.76% | 0% | 104.4% |
| 04/2017 | 0.69% | 0.99% | 950.3 | 4.3 | 4.1 | -15 | 0.76% | 0% | 106.4% |
| 03/2017 | 0.22% | 0.3% | 959 | 5.2 | 5.8 | -13 | 0.76% | 0% | 104.5% |
| 02/2017 | -0.08% | 0.08% | 971.1 | 4.7 | 5.1 | -13.1 | 0.76% | 0% | 104.1% |
| 01/2017 | 0.16% | 0.16% | 985.9 | 4.6 | 5.5 | -11.1 | 0.76% | 0% | 107.5% |
| 12/2016 | 0.27% | 1.62% | 997 | 10.1 | 5.4 | -4.9 | 0.8% | 0% | 110.5% |
| 11/2016 | -0.81% | 1.35% | 995.1 | 7.2 | 6.4 | -8.5 | 0.8% | 0% | 106.7% |
| 10/2016 | 0.12% | 2.18% | 1,011.5 | 4.1 | 3 | -3.4 | 0.8% | 0% | 110.2% |
| 09/2016 | -0.37% | 2.05% | 1,013.2 | 5.1 | 5.2 | -8 | 0.8% | - | 108.4% |
| 08/2016 | -0.18% | 2.43% | 1,025.7 | 5.7 | 3.7 | -4.8 | 0.8% | - | 107.2% |
| 07/2016 | 0.56% | 2.62% | 1,031 | 4.8 | 6.6 | -1.3 | 0.8% | - | 108.9% |
| 06/2016 | 0.55% | 2.05% | 1,028.9 | 5.7 | 5.9 | -0.7 | 0.8% | - | 102.7% |
| 05/2016 | 0.09% | 1.49% | 1,024.9 | 4.4 | 5 | -1.7 | 0.8% | - | 99.1% |
| 04/2016 | 0.6% | 1.4% | 1,026.8 | 4.3 | 5.5 | -1 | 0.8% | - | 99.8% |
| 03/2016 | 0.17% | 0.79% | 1,023.5 | 4.6 | 5.1 | -2 | 0.8% | - | 99.9% |
| 02/2016 | 0.32% | 0.62% | 1,025 | 3.5 | 8.5 | -4.1 | 0.8% | - | 100.2% |
| 01/2016 | 0.3% | 0.3% | 1,031.4 | 4.9 | 5.8 | -5.1 | 0.8% | - | 100.9% |
| 12/2015 | -0.2% | 1.32% | 1,034.9 | 12.2 | 6 | -10.5 | 0.83% | 0% | 104.8% |
| 11/2015 | -0.36% | 1.53% | 1,042 | 6.6 | 5.8 | -6.8 | 0.83% | 0% | 102.4% |
| 10/2015 | 0.71% | 1.89% | 1,052.6 | 5.4 | 4.7 | -4.3 | 0.83% | 0% | 99.3% |
| 09/2015 | -0.6% | 1.18% | 1,049.4 | 5.2 | 4.2 | -5 | 0.83% | 0% | 95.8% |
| 08/2015 | 0.45% | 1.79% | 1,060.5 | 5.5 | 6.3 | -12.9 | 0.83% | 0% | 96.2% |
| 07/2015 | 0.88% | 1.33% | 1,070.1 | 6 | 5.4 | -14.5 | 0.83% | 0% | 101.4% |
| 06/2015 | -2.14% | 0.45% | 1,075.2 | 5.5 | 6.5 | -13 | 0.83% | 0% | 99.7% |
| 05/2015 | -0.29% | 2.64% | 1,113.7 | 5.5 | 5.6 | -11.5 | 0.83% | 0% | 96.6% |
| 04/2015 | 0.42% | 2.94% | 1,129.3 | 5.7 | 4.7 | -9.6 | 0.83% | 0% | 93.6% |
| 03/2015 | -0.21% | 2.51% | 1,133.6 | 6.2 | 7.7 | -13.5 | 0.83% | 0% | 94% |
| 02/2015 | 1.05% | 2.73% | 1,151.8 | 5.5 | 9 | -10.9 | 0.83% | 0% | 91.2% |
| 01/2015 | 1.66% | 1.66% | 1,154.9 | 5.4 | 7.2 | -9.2 | 0.83% | 0.1% | 82.4% |
| 12/2014 | -1.17% | 4.17% | 1,147.8 | 14.5 | 6.9 | -14.5 | 0.85% | 0.1% | 79.8% |
| 11/2014 | 0.3% | 5.4% | 1,169.1 | 6.3 | 5.5 | -3.9 | 0.85% | 0% | 89.3% |
| 10/2014 | 0.58% | 5.09% | 1,169.5 | 6.3 | 4.6 | -7.9 | 0.85% | 0% | 90% |
| 09/2014 | 0.14% | 4.48% | 1,169.7 | 7.2 | 4.8 | -16.8 | 0.85% | 0% | 92.6% |
| 08/2014 | 1.39% | 4.33% | 1,183.2 | 6.8 | 5.3 | -11.2 | 0.85% | 0% | 88% |
| 07/2014 | 0.15% | 2.9% | 1,177.4 | 7.3 | 5.1 | -10.1 | 0.85% | 0% | 79.3% |
| 06/2014 | -0.04% | 2.75% | 1,184.3 | 6.7 | 6.4 | -10.8 | 0.85% | 0% | 78.8% |
| 05/2014 | 0.84% | 2.79% | 1,196.1 | 6.7 | 8 | -16.3 | 0.85% | 0% | 77.3% |
| 04/2014 | 0.39% | 1.93% | 1,204.5 | 6.5 | 4.8 | -12.7 | 0.85% | 0% | 81.5% |
| 03/2014 | 0.36% | 1.54% | 1,211.7 | 7.1 | 6.8 | -13.6 | 0.85% | 0% | 81.9% |
| 02/2014 | 0.64% | 1.17% | 1,221.4 | 6.7 | 6.6 | -13.1 | 0.85% | 0% | 79.2% |
| 01/2014 | 0.53% | 0.53% | 1,227.6 | 6.4 | 6.1 | -19 | 0.85% | 0% | 75.9% |
| 12/2013 | -0.43% | 3.3% | 726.1 | 11.2 | 4.8 | -5.1 | 0.93% | 0% | 45.7% |
| 11/2013 | 0.77% | 3.74% | 728.4 | 4.4 | 4.6 | -4.1 | 0.93% | 0% | 46.2% |
| 10/2013 | 0.73% | 2.95% | 727.7 | 4.5 | 3.1 | -4.5 | 0.93% | 0% | 49.2% |
| 09/2013 | 0.96% | 2.2% | 726 | 3.9 | 4.2 | -2.1 | 0.93% | 0% | 55.6% |
| 08/2013 | -0.57% | 1.23% | 722 | 4.1 | 3.9 | -0.7 | 0.93% | 0% | 60.5% |
| 07/2013 | 0.76% | 1.81% | 727.1 | 4.8 | 4.5 | -2.1 | 0.93% | 0% | 60% |
| 06/2013 | -0.74% | 1.04% | 724 | 4.7 | 5 | 1.4 | 0.93% | 0% | 52.1% |
| 05/2013 | 0.36% | 1.8% | 728.8 | 3.3 | 4.6 | 4.5 | 0.93% | 0% | 70% |
| 04/2013 | 1.11% | 1.43% | 723.6 | 4.8 | 6.6 | 2.1 | 0.93% | 0% | 82.4% |
| 03/2013 | 0.16% | 0.32% | 715.8 | 3.4 | 3.4 | 9.1 | 0.93% | 0% | 79.1% |
| 02/2013 | 0.45% | 0.16% | 706 | 4.4 | 4.2 | 11.1 | 0.93% | 0% | 77.2% |
| 01/2013 | -0.29% | -0.29% | 692.1 | 3.6 | 4.8 | 21.2 | 0.93% | 0% | 67.1% |
| 12/2012 | 0.74% | 8.94% | 674.5 | 12.7 | 3.7 | 16.4 | 1.04% | 0% | 64.6% |
| 11/2012 | 0.38% | 8.14% | 644.9 | 4.2 | 3.7 | 16.2 | 1.04% | 0% | 63.8% |
| 10/2012 | 1.37% | 7.73% | 626.3 | 4.4 | 4.7 | 17.4 | 1.04% | 0% | 58.8% |
| 09/2012 | 0.82% | 6.27% | 601.4 | 2.8 | 2.8 | 21.4 | 1.04% | 0.1% | 54% |
| 08/2012 | -0.32% | 5.41% | 575.5 | 3.9 | 3.8 | 23.2 | 1.04% | 0% | 47% |
| 07/2012 | 2.39% | 5.75% | 554.5 | 4.1 | 3.6 | 15.6 | 1.04% | 0% | 47.7% |
| 06/2012 | 0.01% | 3.28% | 526.1 | 3.1 | 4.1 | 12.2 | 1.04% | 0% | 42.4% |
| 05/2012 | 0.58% | 3.27% | 515.3 | 3.7 | 5.5 | 8.7 | 1.04% | 1.8% | 38.9% |
| 04/2012 | 0.89% | 2.67% | 505.8 | 3.1 | 2 | 5.4 | 1.04% | 1.7% | 34.9% |
| 03/2012 | 0.24% | 1.77% | 495.3 | 3 | 3.2 | 11 | 1.04% | 1.7% | 31.9% |
| 02/2012 | 0.26% | 1.52% | 483.6 | 2.3 | 5.7 | 10.3 | 1.04% | 1.7% | 24.9% |
| 01/2012 | 1.26% | 1.26% | 475.9 | 4.3 | 3.2 | 7 | 1.04% | 1.7% | 27.3% |
| 12/2011 | 0.97% | 3.33% | 277.9 | 4.5 | 1.9 | 7.1 | 1.1% | 0.8% | 16.1% |
| 11/2011 | -0.52% | 2.33% | 265.8 | 2.1 | 1.8 | 5.4 | 1.1% | 0.8% | 15.7% |
| 10/2011 | 1.05% | 2.87% | 261.8 | 1.8 | 2.3 | 0.8 | 1.1% | 0.8% | 16.6% |
| 09/2011 | -0.08% | 1.8% | 259.1 | 1.6 | 2 | 3.1 | 1.1% | 0.8% | 13.1% |
| 08/2011 | 0.8% | 1.88% | 256.7 | 1.8 | 4 | 0.5 | 1.1% | 0% | 17.8% |
| 07/2011 | 0.79% | 1.07% | 256.6 | 2 | 2.1 | -1.1 | 1.1% | 0% | 17% |
| 06/2011 | 0.05% | 0.28% | 256 | 1.7 | 3.2 | -0.2 | 1.1% | 0% | 15.5% |
| 05/2011 | 0.59% | 0.23% | 257.8 | 1.9 | 2 | -2.6 | 1.1% | 0% | 9.9% |
| 04/2011 | 0.21% | -0.36% | 259.1 | 1.6 | 1.6 | -0.7 | 1.1% | 0% | 8% |
| 03/2011 | -1.1% | -0.57% | 259.6 | 1.8 | 2.7 | 0.8 | 1.1% | 0% | 8% |
| 02/2011 | 0.32% | 0.54% | 262.8 | 1.1 | 1.5 | 1 | 1.1% | 0% | 7.7% |
| 01/2011 | 0.22% | 0.22% | 261.5 | 2.4 | 2.2 | -0.2 | 1.1% | 0% | 7.1% |
| 12/2010 | -0.72% | 7.45% | 261.2 | 4.8 | 1.8 | -0.5 | 1.21% | 0.1% | 6.1% |
| 11/2010 | -0.68% | 8.23% | 260.8 | 2.1 | 1.8 | 1.6 | 1.21% | 0.1% | 6.2% |
| 10/2010 | 1.91% | 8.97% | 260.9 | 2 | 1.1 | 0.7 | 1.21% | 0% | 5.4% |
| 09/2010 | -0.54% | 6.92% | 254.6 | 1.6 | 1.1 | 1 | 1.21% | 0% | 3.7% |
| 08/2010 | 1.52% | 7.51% | 254.6 | 2.1 | 1.7 | 3 | 1.21% | 0% | -2.2% |
| 07/2010 | 0.88% | 5.9% | 247.8 | 1.9 | 1.6 | 2 | 1.21% | 0% | -6.6% |
| 06/2010 | 1.41% | 4.97% | 243.6 | 1.9 | 2.2 | 3.4 | 1.21% | 0% | -7.3% |
| 05/2010 | 0.86% | 3.51% | 237.4 | 1.8 | 2 | 5.9 | 1.21% | 0.1% | -9.2% |
| 04/2010 | 0.04% | 2.63% | 229.9 | 1.7 | 1.5 | 1.4 | 1.21% | 0.1% | -9% |
| 03/2010 | 0.69% | 2.59% | 228.4 | 2 | 1.7 | 0.8 | 1.21% | 0.1% | -5.4% |
| 02/2010 | 0.38% | 1.89% | 225.9 | 1.5 | 1.7 | -1.5 | 1.21% | 0.1% | -4% |
| 01/2010 | 1.5% | 1.5% | 226.9 | 1.4 | 2.1 | -2.1 | 1.21% | 0.1% | 0.5% |
| 12/2009 | -1.34% | 11.02% | 226.6 | 5.1 | 2.2 | 4 | 0.95% | 0.1% | 0.5% |
| 11/2009 | 1.05% | 12.53% | 222.9 | 1.9 | 1.5 | 0.3 | 0.95% | 0.1% | -8.4% |
| 10/2009 | 1.02% | 11.36% | 220.2 | 1.7 | 1.6 | 3.8 | 0.95% | 0.1% | -3.1% |
| 09/2009 | 1.08% | 10.24% | 214.5 | 1.1 | 1.3 | 2.2 | 0.95% | 0.1% | 0.5% |
| 08/2009 | 0.36% | 9.06% | 210.3 | 2 | 1.7 | 2.5 | 0.95% | 0% | 0.7% |
| 07/2009 | 0.74% | 8.67% | 206.8 | 2.1 | 2.8 | 0.9 | 0.95% | 0% | 0.4% |
| 06/2009 | 2.66% | 7.87% | 205.5 | 1.7 | 1.3 | -0.2 | 0.95% | 0% | 0.1% |
| 05/2009 | -0.64% | 5.08% | 200.2 | 1.9 | 1.7 | -1 | 0.95% | 0% | 0.1% |
| 04/2009 | 1.27% | 5.75% | 202.4 | 1.8 | 1.8 | 3.5 | 0.95% | 0% | 0.1% |
| 03/2009 | 1.87% | 4.43% | 196.6 | 2.1 | 2.3 | -2.4 | 0.95% | 0% | 0.1% |
| 02/2009 | 0.46% | 2.51% | 195.8 | 1.6 | 1.1 | 1.3 | 0.95% | 0% | 0.1% |
| 01/2009 | 2.04% | 2.04% | 193.3 | 1.2 | 3.7 | -0.1 | 0.95% | 0% | 0.1% |
| 12/2008 | 0.52% | -0.83% | 192.2 | 3.4 | 6.6 | 2 | 0.75% | 0% | 0.1% |
| 11/2008 | -0.31% | -1.35% | 192.7 | 0.5 | 7.2 | 13.4 | 0.75% | 0% | 0.3% |
| 10/2008 | -3.63% | -1.04% | 187 | -1.3 | 3.8 | 22.6 | 0.75% | 0% | 0.4% |
| 09/2008 | -2.23% | 2.69% | 176.2 | 3.4 | 2.6 | 48.3 | 0.75% | 0% | 0.5% |
| 08/2008 | 0.48% | 5.03% | 130.8 | -0.4 | 1.2 | 39.2 | 0.75% | 0% | 0.5% |
| 07/2008 | -0.74% | 4.53% | 92.7 | 0.9 | 0.9 | 39 | 0.75% | 0% | 0.5% |
| 06/2008 | 0.49% | 5.31% | 54.2 | 0.4 | 0.3 | 8.1 | 0.75% | 0% | 0.5% |
| 05/2008 | 1.45% | 4.79% | 45.8 | 0.2 | 0.1 | 5 | 0.75% | 0% | 0.4% |
| 04/2008 | 1.45% | 3.3% | 40.1 | 0.2 | 0.3 | 4.9 | 0.75% | 0% | 0.4% |
| 03/2008 | -0.4% | 1.82% | 34.8 | 0.2 | 0.4 | 2.4 | 0.75% | 0% | 0.5% |
| 02/2008 | 1.7% | 2.23% | 32.8 | -0.9 | 0.4 | 1.4 | 0.75% | 0.3% | 0.5% |
| 01/2008 | 0.52% | 0.52% | 32.2 | 1.2 | 1.4 | 0.8 | 0.75% | 1.2% | 0.5% |
| 12/2007 | -0.26% | 5.82% | 31.3 | 1.8 | 0.9 | -0.1 | 0.74% | - | - |
| 11/2007 | 0.19% | 6.09% | 30.6 | 0.3 | 0.3 | -0.2 | 0.74% | - | - |
| 10/2007 | 1.22% | 5.89% | 30.8 | 0.3 | 0.3 | 0.2 | 0.74% | - | - |
| 09/2007 | 0.49% | 4.62% | 30.2 | 0.2 | 0 | -0.1 | 0.74% | - | - |
| 08/2007 | 0.03% | 4.11% | 30.1 | 0.2 | 0.1 | -2.4 | 0.74% | - | - |
| 07/2007 | -1.43% | 4.07% | 32.4 | 0.2 | 0.1 | -0.4 | 0.74% | - | - |
| 06/2007 | -0.81% | 5.58% | 33.1 | 0.2 | 0.2 | -3.9 | 0.74% | - | - |
| 05/2007 | 1.73% | 6.45% | 37.3 | 0.2 | 0.1 | -0.6 | 0.74% | - | - |
| 04/2007 | 2.08% | 4.64% | 37.2 | 0.2 | 0.9 | -0.2 | 0.74% | - | - |
| 03/2007 | -0.04% | 2.5% | 37.3 | 0.4 | 0.2 | 0 | 0.74% | - | - |
| 02/2007 | 0.89% | 2.54% | 37.2 | 0.2 | 0.4 | -0.3 | 0.74% | - | - |
| 01/2007 | 1.64% | 1.64% | 37.2 | 0.3 | 0.7 | -0.4 | 0.74% | - | - |
| 12/2006 | 0.25% | 6.45% | 37.5 | 2.4 | 0.1 | -0.1 | 0.73% | - | - |
| 11/2006 | 0.49% | 6.19% | 35.2 | 0.5 | 0 | 0.2 | 0.73% | - | - |
| 10/2006 | 1.18% | 5.67% | 34.4 | 0.3 | 0 | -0.1 | 0.73% | - | - |
| 09/2006 | 0.27% | 4.44% | 33.9 | 0.2 | 0.1 | -0.1 | 0.73% | - | - |
| 08/2006 | 0.48% | 4.16% | 33.7 | 0.4 | 0.1 | -0 | 0.73% | - | - |
| 07/2006 | 0.68% | 3.66% | 33.4 | 0.3 | 0 | -0.1 | 0.73% | - | - |
| 06/2006 | -0.13% | 2.96% | 33 | 0.3 | 0 | -0.3 | 0.73% | - | - |
| 05/2006 | 0.35% | 3.09% | 33.1 | 0.2 | 0.1 | -0.2 | 0.73% | - | - |
| 04/2006 | 1.02% | 2.73% | 33.1 | 0.4 | 0.1 | -0.1 | 0.73% | - | - |
| 03/2006 | 0.45% | 1.7% | 32.6 | 0.3 | 0 | -0.2 | 0.73% | - | - |
| 02/2006 | -0.03% | 1.24% | 32.4 | 0.2 | 0.2 | -0 | 0.73% | - | - |
| 01/2006 | 1.27% | 1.27% | 32.4 | 0.3 | 0.1 | -0.2 | 0.73% | - | - |
| 12/2005 | -0.65% | 6.8% | 32.1 | 2.2 | 0.5 | -0.3 | 0.73% | - | - |
| 11/2005 | -0.72% | 7.5% | 30.9 | 1.6 | 0 | -0.1 | 0.73% | - | - |
| 10/2005 | -0.01% | 8.28% | 29.7 | 0.2 | 0 | 0.2 | 0.73% | - | - |
| 09/2005 | 0.99% | 8.29% | 29.3 | 0.3 | 0.1 | -0.1 | 0.73% | - | - |
| 08/2005 | 1.31% | 7.23% | 29 | 0.4 | 0.1 | 1.6 | 0.73% | - | - |
| 07/2005 | 1.1% | 5.84% | 26.7 | 0.2 | 0.1 | 0.3 | 0.73% | - | - |
| 06/2005 | 0.02% | 4.69% | 26 | 0.3 | 0 | 0.2 | 0.73% | - | - |
| 05/2005 | 1.18% | 4.67% | 25.6 | 0.3 | 0 | -0.1 | 0.73% | - | - |
| 04/2005 | 1.03% | 3.45% | 25.2 | 0.2 | 0.1 | -0.1 | 0.73% | - | - |
| 03/2005 | 0.23% | 2.4% | 24.9 | 0.2 | 0.2 | -0.3 | 0.73% | - | - |
| 02/2005 | 0.92% | 2.16% | 25.1 | 0.2 | 0.1 | -0.3 | 0.73% | - | - |
| 01/2005 | 1.23% | 1.23% | 25.2 | 0.2 | 0.1 | 0.2 | 0.73% | - | - |
| 12/2004 | 0.95% | 6.06% | 24.6 | 2.7 | 0 | -0.2 | 0.61% | - | - |
| 11/2004 | 0.39% | 5.06% | 22 | 0.3 | 0.2 | 0 | 0.61% | - | - |
| 10/2004 | 0.3% | 4.66% | 21.8 | 0.3 | 0 | -0.4 | 0.61% | - | - |
| 09/2004 | 0.76% | 4.34% | 21.9 | 0.3 | 0.3 | -2 | 0.61% | - | - |
| 08/2004 | 0.9% | 3.56% | 23.8 | 0.4 | 0.1 | 0.1 | 0.61% | - | - |
| 07/2004 | 0.33% | 2.63% | 23.2 | 0.4 | 0.2 | -0 | 0.61% | - | - |
| 06/2004 | 0.35% | 2.29% | 23 | 0.4 | 0.1 | 0.2 | 0.61% | - | - |
| 05/2004 | 0.85% | 1.94% | 22.4 | 0.4 | 0.1 | 0 | 0.61% | - | - |
| 04/2004 | 0.18% | 1.08% | 22 | 0.2 | 0.1 | 0 | 0.61% | - | - |
| 03/2004 | 1.09% | 0.9% | 21.8 | 0.3 | 0 | -0 | 0.61% | - | - |
| 02/2004 | -0.4% | -0.19% | 21.3 | 0.2 | 0.1 | -0.6 | 0.61% | - | - |
| 01/2004 | 0.21% | 0.21% | 21.8 | 0.2 | 0.3 | 0 | 0.61% | - | - |
| 12/2003 | 0.3% | 10.94% | 21.8 | 2.8 | 0.1 | -0.5 | 0.53% | - | - |
| 11/2003 | 0.93% | 10.61% | 19.5 | 0.5 | 0.2 | 0 | 0.53% | - | - |
| 10/2003 | 0.62% | 9.59% | 19.1 | 0.3 | 0.2 | 0.2 | 0.53% | - | - |
| 09/2003 | 1.4% | 8.91% | 18.7 | 0.3 | 0 | 0.2 | 0.53% | - | - |
| 08/2003 | 0.47% | 7.41% | 17.9 | 0.4 | 0 | 0.8 | 0.53% | - | - |
| 07/2003 | -0.13% | 6.91% | 16.8 | 0.3 | 0.1 | 0.2 | 0.53% | - | - |
| 06/2003 | 1.9% | 7.04% | 16.4 | 0.3 | 0.4 | 0.1 | 0.53% | - | - |
| 05/2003 | 1.25% | 5.05% | 16.1 | 0.4 | 0.2 | 0.3 | 0.53% | - | - |
| 04/2003 | 0.92% | 3.75% | 15.4 | 0.3 | 0.1 | 0.2 | 0.53% | - | - |
| 03/2003 | 0.94% | 2.81% | 14.9 | 0.4 | 0.2 | 0.5 | 0.53% | - | - |
| 02/2003 | 0.92% | 1.85% | 14 | 0.2 | 0 | 0.8 | 0.53% | - | - |
| 01/2003 | 0.92% | 0.92% | 12.9 | 0.2 | 0 | 0.6 | 0.53% | - | - |
| 12/2002 | 0.3% | 2.32% | 12 | 2.3 | 0 | 1 | 0.32% | - | - |
| 11/2002 | 1.6% | 2.02% | 8.6 | 0.4 | 0.4 | 0.3 | 0.32% | - | - |
| 10/2002 | 0.56% | 0.41% | 8.1 | 0.3 | 0.5 | 0.1 | 0.32% | - | - |
| 09/2002 | -0.62% | -0.15% | 8.2 | 0.3 | 0.2 | 0.1 | 0.32% | - | - |
| 08/2002 | 0.19% | 0.48% | 8.1 | 0.3 | 0.1 | 0.2 | 0.32% | - | - |
| 07/2002 | 0.95% | 0.28% | 7.7 | 0.3 | 0 | 0.2 | 0.32% | - | - |
| 06/2002 | -0.92% | -0.66% | 7.1 | 0.5 | 0 | 0.1 | 0.32% | - | - |
| 05/2002 | 0.78% | 0.26% | 6.5 | 0.2 | 0 | 0.2 | 0.32% | - | - |
| 04/2002 | -0.48% | -0.51% | 6.1 | 0.3 | 0.2 | 0.2 | 0.32% | - | - |
| 03/2002 | -0.97% | -0.03% | 5.8 | 0.1 | 0 | 0.3 | 0.32% | - | - |
| 02/2002 | -0.27% | 0.95% | 5.5 | 0.2 | 0.1 | 1.1 | 0.32% | - | - |
| 01/2002 | 1.22% | 1.22% | 4.2 | 0.1 | 0 | 0.7 | 0.32% | - | - |
| 12/2001 | 2.2% | 8.74% | 3.3 | 1.3 | 0 | 0.2 | 0.49% | - | - |
| 11/2001 | 0.34% | 6.4% | 1.8 | 0.1 | 0 | 0.3 | 0.49% | - | - |
| 10/2001 | 0.24% | 6.04% | 1.4 | 0.2 | 0 | 0.2 | 0.49% | - | - |
| 09/2001 | 0.69% | 5.78% | 1 | 0.2 | 0 | -0.8 | 0.49% | - | - |
| 08/2001 | 0.49% | 5.06% | 1.6 | 0.1 | 0 | 0 | 0.49% | - | - |
| 07/2001 | 0.57% | 4.55% | 1.5 | 0 | 0 | 0 | 0.49% | - | - |
| 06/2001 | 0.58% | 3.95% | 1.5 | 0 | 0 | 0.1 | 0.49% | - | - |
| 05/2001 | 0.72% | 3.35% | 1.4 | 0.1 | 0 | 0 | 0.49% | - | - |
| 04/2001 | 0.66% | 2.62% | 1.3 | 0 | 0 | 0 | 0.49% | - | - |
| 03/2001 | 0.59% | 1.94% | 1.2 | 0 | 0 | 0 | 0.49% | - | - |
| 02/2001 | 0.64% | 1.34% | 1.2 | 0 | 0 | 0.1 | 0.49% | - | - |
| 01/2001 | 0.7% | 0.7% | 1 | 0.1 | 0 | 0 | 0.49% | - | - |
| 12/2000 | 0.7% | - | 0.9 | 0.2 | 0 | 0 | - | - | - |
| 11/2000 | 0.55% | - | 0.7 | 0 | 0 | 0 | - | - | - |
| 10/2000 | 0.78% | - | 0.7 | 0 | 0 | 0 | - | - | - |
| 09/2000 | 0.69% | - | 0.6 | 0.1 | 0 | 0 | - | - | - |
| 08/2000 | 0.64% | - | 0.5 | 0 | 0 | 0.1 | - | - | - |
| 07/2000 | 0.57% | - | 0.4 | 0 | 0 | 0.4 | - | - | - |
| 06/2000 | 0.7% | - | 0 | 0 | 0 | 0 | - | - | - |
| 05/2000 | 0.74% | - | 0 | 0 | 0 | 0 | - | - | - |
| 04/2000 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 03/2000 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 02/2000 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 01/2000 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 12/1999 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 11/1999 | - | - | 0 | 0 | 0 | 0 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של פסגות שיא השתלמות אג"ח?
ב-10/2021: - לחודש, - מתחילת השנה, - ל-3 שנים ו-- ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בפסגות שיא השתלמות אג"ח?
0.68% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם פסגות שיא השתלמות אג"ח 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.