פסגות שיא השתלמות כספי: תשואה, דמי ניהול וסיכון
הקרן הפסיקה לדווח ב-10/2021 (מוזגה או נסגרה) - הנתונים היסטוריים
פסגות שיא השתלמות כספי 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
0.65%
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 190 מתוך 217 בקטגוריה.
- דמי ניהול ממוצעים מהצבירה: 0.65% לשנה (מקום 156 מתוך 208 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-12,228 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -0.4% בין 08/2002 ל-09/2002.
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 | 7.08% | 5.24% | 8.17% | 4.85% | 3.71% | 6.11% | 4.36% | 5.49% | 1.18% | 1.56% | 2.77% | 2.34% | 1.39% | 0.64% | 0.11% | 0.09% | 0.09% | 0.06% | 0.28% | 0.04% |
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 | 190 / 217 |
| דמי ניהול מצבירה (נמוך = 1) | 0.65% | 156 / 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 אג"ח 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 | 0.65% | - | - |
| 09/2021 | 0.05% | 0.17% | 116.6 | 0.6 | 1.1 | -2.8 | 0.65% | - | - |
| 08/2021 | 0.03% | 0.12% | 120 | 0.8 | 1.2 | -3.4 | 0.65% | - | - |
| 07/2021 | 0.05% | 0.09% | 123.9 | 0.8 | 1.3 | -2.5 | 0.65% | - | - |
| 06/2021 | 0.03% | 0.04% | 126.8 | 0.8 | 1.1 | -5.9 | 0.65% | - | - |
| 05/2021 | 0% | 0.01% | 133.1 | 0.8 | 0.5 | -6.4 | 0.65% | - | - |
| 04/2021 | 0.01% | 0.01% | 139.2 | 0.8 | 2 | -4.9 | 0.65% | - | - |
| 03/2021 | -0.05% | 0% | 145.4 | 0.9 | 1.3 | -8.4 | 0.65% | - | - |
| 02/2021 | -0.01% | 0.05% | 154.3 | 0.8 | 2.7 | -4.8 | 0.65% | - | - |
| 01/2021 | 0.06% | 0.06% | 161.1 | 0.7 | 3.6 | -9.4 | 0.65% | - | - |
| 12/2020 | 0.03% | 0.04% | 173.3 | 3.8 | 1 | -13.7 | 0.75% | - | - |
| 11/2020 | -0.05% | 0.01% | 184.1 | 1.4 | 1.1 | -7.7 | 0.75% | - | - |
| 10/2020 | -0.01% | 0.06% | 191.8 | 1.3 | 1.4 | -3.1 | 0.75% | - | - |
| 09/2020 | 0.02% | 0.07% | 195.1 | 1.3 | 1.5 | -1.3 | 0.75% | - | - |
| 08/2020 | -0.01% | 0.05% | 196.7 | 0.8 | 1.4 | -6.2 | 0.75% | - | - |
| 07/2020 | 0% | 0.06% | 203.6 | 1.1 | 3.3 | 5.9 | 0.75% | - | - |
| 06/2020 | 0.01% | 0.06% | 200 | 1.2 | 2.2 | -3.8 | 0.75% | - | - |
| 05/2020 | 0.01% | 0.05% | 204.9 | 3.5 | 2 | -26.6 | 0.75% | - | - |
| 04/2020 | 0.03% | 0.04% | 230.2 | 1.3 | 2.1 | -13.1 | 0.75% | - | - |
| 03/2020 | -0.01% | 0.01% | 244.1 | 0.6 | 4.3 | 120.3 | 0.75% | - | - |
| 02/2020 | 0.01% | 0.02% | 127.6 | 1.3 | 1.9 | 3 | 0.75% | - | - |
| 01/2020 | 0.01% | 0.01% | 125.2 | 0.5 | 1.1 | 0.8 | 0.75% | - | - |
| 12/2019 | 0.01% | 0.28% | 125.2 | 1.8 | 1.3 | -2 | 0.75% | - | - |
| 11/2019 | 0.02% | 0.27% | 126.7 | 0.9 | 1.4 | -1.9 | 0.75% | - | - |
| 10/2019 | 0.02% | 0.25% | 129.1 | 1 | 0.3 | -1 | 0.75% | - | - |
| 09/2019 | 0.02% | 0.23% | 129.6 | 0.8 | 0.6 | -1 | 0.75% | - | - |
| 08/2019 | 0.04% | 0.21% | 130.5 | 0.9 | 1.5 | 1.1 | 0.75% | - | - |
| 07/2019 | 0.02% | 0.17% | 130.1 | 1 | 0.7 | -1.5 | 0.75% | - | - |
| 06/2019 | 0.03% | 0.15% | 131.3 | 0.9 | 0.8 | -3.4 | 0.75% | - | - |
| 05/2019 | 0.03% | 0.12% | 134.7 | 1 | 1.4 | -4.2 | 0.75% | - | - |
| 04/2019 | 0.01% | 0.09% | 139.5 | 1.2 | 2 | -2.8 | 0.75% | - | - |
| 03/2019 | 0.02% | 0.08% | 143.2 | 0.9 | 1.6 | -0.8 | 0.75% | - | - |
| 02/2019 | 0.01% | 0.06% | 144.7 | 1 | 1.4 | -2.2 | 0.75% | - | - |
| 01/2019 | 0.05% | 0.05% | 147.4 | 1 | 2.1 | -2.2 | 0.75% | - | - |
| 12/2018 | 0.01% | 0.06% | 150.7 | 2.3 | 1.4 | 6.5 | 0.76% | - | - |
| 11/2018 | -0.01% | 0.05% | 143.4 | 1.3 | 1.1 | -0.8 | 0.76% | - | - |
| 10/2018 | 0% | 0.06% | 144.2 | 1.4 | 1.1 | 0.1 | 0.76% | - | - |
| 09/2018 | 0.01% | 0.06% | 143.8 | 1 | 0.4 | -0.2 | 0.76% | - | - |
| 08/2018 | 0.01% | 0.05% | 143.5 | 1 | 1 | -1.9 | 0.76% | - | - |
| 07/2018 | 0.01% | 0.04% | 145.5 | 1 | 2.1 | -1.4 | 0.76% | - | - |
| 06/2018 | 0.01% | 0.03% | 148 | 0.7 | 1.3 | -3.1 | 0.76% | - | - |
| 05/2018 | 0% | 0.02% | 151.8 | 1.1 | 2.1 | -2.7 | 0.76% | - | - |
| 04/2018 | 0.01% | 0.02% | 155.5 | 1 | 1.2 | 0.6 | 0.76% | - | - |
| 03/2018 | 0% | 0.01% | 155.2 | 1.1 | 1.1 | -1.4 | 0.76% | - | - |
| 02/2018 | 0.01% | 0.01% | 156.7 | 1 | 1.2 | -1.7 | 0.76% | - | - |
| 01/2018 | 0% | 0% | 158.7 | 1.7 | 1.8 | -4.9 | 0.76% | - | - |
| 12/2017 | 0.01% | 0.09% | 163.8 | 2.5 | 1.5 | -2.6 | 0.77% | - | - |
| 11/2017 | 0% | 0.08% | 165.4 | 1.2 | 1.2 | -1.9 | 0.77% | - | - |
| 10/2017 | 0% | 0.08% | 167.4 | 1.1 | 1 | -3.8 | 0.77% | - | - |
| 09/2017 | 0.01% | 0.08% | 171.2 | 0.9 | 0.5 | -2.8 | 0.77% | - | - |
| 08/2017 | 0.01% | 0.07% | 173.6 | 1.3 | 1.4 | -1 | 0.77% | - | - |
| 07/2017 | 0.01% | 0.06% | 174.7 | 1.5 | 3.6 | -2.8 | 0.77% | - | - |
| 06/2017 | 0% | 0.05% | 179.8 | 1.3 | 2 | -1.1 | 0.77% | - | - |
| 05/2017 | 0.01% | 0.05% | 181.7 | 1.3 | 2.1 | -3.5 | 0.77% | - | - |
| 04/2017 | 0.01% | 0.04% | 186 | 1.1 | 1.3 | -1.2 | 0.77% | - | - |
| 03/2017 | 0.01% | 0.03% | 187.5 | 1.4 | 1.9 | -3.1 | 0.77% | - | - |
| 02/2017 | 0.01% | 0.02% | 191.1 | 1.4 | 2.6 | -4.8 | 0.77% | - | - |
| 01/2017 | 0.01% | 0.01% | 197.2 | 1.3 | 1.9 | -4.9 | 0.77% | - | - |
| 12/2016 | 0.01% | 0.09% | 202.8 | 3.6 | 3.1 | -4.1 | 0.81% | - | - |
| 11/2016 | -0.01% | 0.08% | 206.5 | 2.3 | 1.4 | -1.4 | 0.81% | - | - |
| 10/2016 | 0.01% | 0.09% | 207 | 1.1 | 1.1 | 0.3 | 0.81% | - | - |
| 09/2016 | 0.01% | 0.08% | 206.9 | 2 | 2.4 | -2 | 0.81% | - | - |
| 08/2016 | 0.01% | 0.07% | 209.4 | 1.8 | 1.6 | -6.1 | 0.81% | - | - |
| 07/2016 | 0% | 0.06% | 215.5 | 1.4 | 2.3 | -0.8 | 0.81% | - | - |
| 06/2016 | 0.02% | 0.06% | 217.3 | 1.9 | 2.1 | 0.4 | 0.81% | - | - |
| 05/2016 | 0.01% | 0.04% | 217.3 | 1.3 | 2 | -1.1 | 0.81% | - | - |
| 04/2016 | 0% | 0.03% | 219.2 | 1.3 | 2.2 | 0.7 | 0.81% | - | - |
| 03/2016 | 0.01% | 0.03% | 219.6 | 1.3 | 2.9 | -1.2 | 0.81% | - | - |
| 02/2016 | 0.01% | 0.02% | 222.4 | 0.8 | 2.5 | 3.2 | 0.81% | - | - |
| 01/2016 | 0.01% | 0.01% | 221.1 | 1.5 | 4 | 7 | 0.81% | - | - |
| 12/2015 | 0.01% | 0.11% | 216.7 | 4.7 | 1.7 | -2.3 | 0.86% | 0% | 0% |
| 11/2015 | 0% | 0.1% | 216.2 | 1.8 | 0.9 | -1.1 | 0.86% | 0% | 0% |
| 10/2015 | 0% | 0.1% | 216.4 | 1.8 | 1.6 | 2.7 | 0.86% | 0% | 0% |
| 09/2015 | 0% | 0.1% | 213.7 | 1.4 | 1.3 | 1.1 | 0.86% | 0% | 0% |
| 08/2015 | 0.01% | 0.1% | 212.6 | 1.7 | 2.4 | 2.4 | 0.86% | 0% | 0% |
| 07/2015 | 0.01% | 0.09% | 211 | 1.5 | 2.4 | -3.6 | 0.86% | 0% | 0% |
| 06/2015 | -0.01% | 0.08% | 215.5 | 1.5 | 2.1 | 0.8 | 0.86% | 0% | 0% |
| 05/2015 | 0% | 0.09% | 215.5 | 1.6 | 2.5 | -4.8 | 0.86% | 0% | 0% |
| 04/2015 | 0.01% | 0.09% | 221.4 | 1.6 | 2.7 | -2.6 | 0.86% | 0% | 0% |
| 03/2015 | 0.01% | 0.08% | 225.2 | 1.7 | 3.5 | -5.4 | 0.86% | 0% | 0% |
| 02/2015 | 0.03% | 0.07% | 232.6 | 1.5 | 4 | -0.6 | 0.86% | 0% | 0% |
| 01/2015 | 0.04% | 0.04% | 235.7 | 1.5 | 3.1 | -0.6 | 0.86% | 0% | 0% |
| 12/2014 | 0% | 0.64% | 238 | 5.5 | 2.7 | -12.3 | 0.9% | 0% | 0% |
| 11/2014 | 0.01% | 0.64% | 247.7 | 1.9 | 2.7 | -2.5 | 0.9% | 0% | 0% |
| 10/2014 | 0.02% | 0.63% | 251 | 1.8 | 1.4 | -2.8 | 0.9% | 0% | 0% |
| 09/2014 | 0.02% | 0.61% | 253.6 | 1.8 | 1.2 | -2.7 | 0.9% | 0% | 0% |
| 08/2014 | 0.09% | 0.59% | 255.8 | 2.1 | 1 | -2.9 | 0.9% | 0% | 0% |
| 07/2014 | 0.09% | 0.5% | 257.5 | 2 | 2.7 | -1.9 | 0.9% | 0% | 0% |
| 06/2014 | 0.04% | 0.41% | 260.1 | 1.8 | 2.3 | -3.7 | 0.9% | 0% | 0% |
| 05/2014 | 0.08% | 0.37% | 264.4 | 1.4 | 2.3 | -4.1 | 0.9% | 0% | 0% |
| 04/2014 | 0.05% | 0.29% | 269.4 | 1.8 | 1.7 | -4.6 | 0.9% | 0% | 0% |
| 03/2014 | 0.07% | 0.24% | 274.1 | 4.1 | 2.7 | -4 | 0.9% | 0% | 0% |
| 02/2014 | 0.1% | 0.17% | 276.7 | 1.9 | 4.7 | -5 | 0.9% | 0% | 0% |
| 01/2014 | 0.07% | 0.07% | 284.5 | 1.6 | 2.1 | -3.6 | 0.9% | 0% | 0% |
| 12/2013 | 0.07% | 1.39% | 266.3 | 8.6 | 1.6 | -4.5 | 0.92% | 0% | 0% |
| 11/2013 | 0.08% | 1.32% | 263.8 | 2 | 2 | -3.3 | 0.92% | 0% | 0% |
| 10/2013 | 0.09% | 1.24% | 267 | 2.1 | 1.5 | -5.6 | 0.92% | 0% | 0% |
| 09/2013 | 0.13% | 1.15% | 272 | 1.9 | 2.1 | -1 | 0.92% | 0% | 0% |
| 08/2013 | 0.08% | 1.01% | 273 | 2 | 1.7 | -2.7 | 0.92% | 0% | 0% |
| 07/2013 | 0.1% | 0.93% | 275.4 | 2.2 | 3.9 | -2.2 | 0.92% | 0% | 0% |
| 06/2013 | 0.1% | 0.83% | 279.2 | 2.1 | 3 | -3 | 0.92% | 0% | 0% |
| 05/2013 | 0.16% | 0.73% | 283 | 1.9 | 1.9 | -4.3 | 0.92% | 0% | 0% |
| 04/2013 | 0.15% | 0.57% | 287 | 2.2 | 4 | -2.3 | 0.92% | 0% | 0% |
| 03/2013 | 0.13% | 0.42% | 290.8 | 2 | 2 | -5 | 0.92% | 0% | 0% |
| 02/2013 | 0.14% | 0.29% | 295.7 | 2.1 | 2.8 | -4.2 | 0.92% | 0% | 0% |
| 01/2013 | 0.15% | 0.15% | 300.4 | 1.9 | 2.2 | -5.9 | 0.92% | 0% | 0% |
| 12/2012 | 0.18% | 2.34% | 306.3 | 7.7 | 2.3 | -5.1 | 1% | 0% | 0% |
| 11/2012 | 0.15% | 2.16% | 305.8 | 2.5 | 2 | -4.3 | 1% | 0% | 0% |
| 10/2012 | 0.23% | 2.01% | 309.3 | 2.6 | 2.7 | -3.5 | 1% | 0% | 0% |
| 09/2012 | 0.15% | 1.77% | 312.4 | 2 | 2.4 | 1.4 | 1% | 0% | 0% |
| 08/2012 | 0.15% | 1.62% | 311.2 | 2.3 | 2 | 2.4 | 1% | 0% | 0% |
| 07/2012 | 0.22% | 1.47% | 308.2 | 2.8 | 4.4 | 0.4 | 1% | 0% | 0% |
| 06/2012 | 0.19% | 1.25% | 309.1 | 2.3 | 4.4 | 0.4 | 1% | 0% | 0% |
| 05/2012 | 0.24% | 1.05% | 310.4 | 2.5 | 4.4 | -1.3 | 1% | 0% | 0% |
| 04/2012 | 0.21% | 0.81% | 313.2 | 2.5 | 3.7 | -4.5 | 1% | 0% | 0% |
| 03/2012 | 0.16% | 0.6% | 318.5 | 2.5 | 2.3 | -1.7 | 1% | 0% | 0% |
| 02/2012 | 0.17% | 0.44% | 319.8 | 1.6 | 4.9 | -0.5 | 1% | 0% | 0% |
| 01/2012 | 0.27% | 0.27% | 323.3 | 4 | 4.3 | 0.9 | 1% | 0% | 0% |
| 12/2011 | 0.2% | 2.77% | 286.7 | 8.4 | 3.7 | 5.3 | 1.08% | 0% | 0% |
| 11/2011 | 0.26% | 2.57% | 276.3 | 2.4 | 2.3 | 3 | 1.08% | 0% | 0% |
| 10/2011 | 0.29% | 2.3% | 272.7 | 2.4 | 1.5 | 0.8 | 1.08% | 0% | 0% |
| 09/2011 | 0.23% | 2.01% | 270.4 | 1.8 | 2.1 | 7.2 | 1.08% | 0% | 0% |
| 08/2011 | 0.3% | 1.77% | 263.1 | 2.5 | 2.4 | 14.5 | 1.08% | 0% | 0% |
| 07/2011 | 0.27% | 1.47% | 247.9 | 2.5 | 2.8 | 0.2 | 1.08% | 0% | 0% |
| 06/2011 | 0.24% | 1.2% | 247.6 | 2 | 2.3 | 2.3 | 1.08% | 0% | 0% |
| 05/2011 | 0.27% | 0.95% | 245.2 | 2.2 | 3 | -3.1 | 1.08% | 0% | 0% |
| 04/2011 | 0.22% | 0.68% | 248.6 | 1.9 | 2.3 | -3.6 | 1.08% | 0% | 0% |
| 03/2011 | 0.16% | 0.46% | 252.2 | 2.2 | 3.6 | -1.7 | 1.08% | 0% | 0% |
| 02/2011 | 0.14% | 0.3% | 255.1 | 2.1 | 3.7 | -3.8 | 1.08% | 0% | 0% |
| 01/2011 | 0.16% | 0.16% | 260.4 | 2.6 | 2.5 | 7.6 | 1.08% | 0% | 0% |
| 12/2010 | 0.14% | 1.56% | 252.6 | 7.6 | 4.3 | -9.5 | 1.22% | 0% | 0% |
| 11/2010 | 0.17% | 1.42% | 258.7 | 2.7 | 2.5 | -6.9 | 1.22% | 0% | 0% |
| 10/2010 | 0.2% | 1.25% | 265.1 | 2.7 | 2.1 | -6.2 | 1.22% | 0% | 0% |
| 09/2010 | 0.1% | 1.04% | 270.4 | 2.3 | 1.9 | -4.6 | 1.22% | 0% | 0% |
| 08/2010 | 0.16% | 0.94% | 274.7 | 2.8 | 3.4 | -5.1 | 1.22% | 0% | 0% |
| 07/2010 | 0.12% | 0.78% | 280.2 | 2.8 | 2.3 | -2.8 | 1.22% | 0% | 0% |
| 06/2010 | 0.12% | 0.66% | 282.4 | 2.7 | 5.3 | -4 | 1.22% | 0% | 0% |
| 05/2010 | 0.11% | 0.54% | 288.8 | 2.9 | 2.5 | -0.5 | 1.22% | 0% | 0% |
| 04/2010 | 0.14% | 0.43% | 288.9 | 2.6 | 3.4 | -7.7 | 1.22% | 0% | 0% |
| 03/2010 | 0.1% | 0.29% | 297.3 | 3 | 4.6 | -12.4 | 1.22% | 0% | 0% |
| 02/2010 | 0.08% | 0.19% | 311.3 | 2.8 | 5.8 | -9.9 | 1.22% | 0% | 0% |
| 01/2010 | 0.11% | 0.11% | 324.2 | 2.5 | 6.6 | -13.7 | 1.22% | 0% | 0% |
| 12/2009 | 0.06% | 1.18% | 341.9 | 12.6 | 7.8 | -15.2 | 0.89% | 0% | 0% |
| 11/2009 | 0.04% | 1.11% | 352.4 | 4.3 | 5.8 | -19.3 | 0.89% | 0% | 0% |
| 10/2009 | 0.09% | 1.07% | 373.5 | 3.7 | 4.5 | -20.1 | 0.89% | 0% | 0% |
| 09/2009 | 0.11% | 0.98% | 394.5 | 2.7 | 4.6 | -15.9 | 0.89% | 0% | 0% |
| 08/2009 | 0.05% | 0.87% | 412.3 | 5.3 | 4.9 | -37.6 | 0.89% | 0% | 0% |
| 07/2009 | -0.09% | 0.82% | 449.6 | 4.6 | 5.6 | -27.3 | 0.89% | 0% | 0% |
| 06/2009 | 0.26% | 0.91% | 479 | 4.1 | 4.9 | -32 | 0.89% | 0% | 0% |
| 05/2009 | -0.03% | 0.65% | 512.5 | 5.3 | 7.8 | -34.6 | 0.89% | 0% | 0% |
| 04/2009 | 0.08% | 0.68% | 548.7 | 4.1 | 5.2 | -9.1 | 0.89% | 0% | 0% |
| 03/2009 | 0.13% | 0.6% | 559 | 5.7 | 8.2 | 1.7 | 0.89% | 0% | 0% |
| 02/2009 | 0.19% | 0.47% | 559.6 | 1.4 | 6.9 | 21.1 | 0.89% | 0% | 0% |
| 01/2009 | 0.28% | 0.28% | 543.6 | 3.8 | 8.9 | 91.8 | 0.89% | 0% | 0% |
| 12/2008 | 0.57% | 5.49% | 456.1 | 1.8 | 14.1 | 180 | 0.5% | 0% | 0% |
| 11/2008 | 0.75% | 4.89% | 286.8 | -4.4 | 5.8 | 116 | 0.5% | 0% | 0% |
| 10/2008 | 0.49% | 4.11% | 179.6 | -1.3 | 4.1 | 57.8 | 0.5% | 0% | 0% |
| 09/2008 | 0.34% | 3.6% | 126.7 | 1 | 1.3 | 33.4 | 0.5% | 0% | 0% |
| 08/2008 | 0.33% | 3.25% | 93.4 | 0.3 | 1.3 | 19.3 | 0.5% | 0% | 0% |
| 07/2008 | 0.39% | 2.91% | 74.9 | 0.3 | 0.8 | 15.8 | 0.5% | 0% | 0% |
| 06/2008 | 0.24% | 2.51% | 59.4 | 0.3 | 0.9 | 3.3 | 0.5% | 0% | 0% |
| 05/2008 | 0.2% | 2.27% | 56.6 | 0.2 | 0.3 | 6.2 | 0.5% | 0% | 0% |
| 04/2008 | 0.16% | 2.06% | 50.4 | 0.2 | 0.4 | 10.5 | 0.5% | 0% | 0% |
| 03/2008 | 0.58% | 1.9% | 40.1 | 0 | 1 | 9.9 | 0.5% | 0% | 0% |
| 02/2008 | 0.7% | 1.31% | 31 | 0.2 | 0.4 | 3.2 | 0.5% | 0% | 0% |
| 01/2008 | 0.61% | 0.61% | 27.8 | 0.2 | 0.9 | 1.7 | 0.5% | 0% | 0% |
| 12/2007 | 0.2% | 4.36% | 26.7 | 1.6 | 0.3 | 0.4 | 0.5% | - | - |
| 11/2007 | 0.33% | 4.15% | 24.9 | 0.2 | 0 | 1 | 0.5% | - | - |
| 10/2007 | 0.4% | 3.81% | 23.6 | 0.1 | 0.1 | -0.1 | 0.5% | - | - |
| 09/2007 | 0.57% | 3.4% | 23.6 | 0.1 | 0.2 | 0.2 | 0.5% | - | - |
| 08/2007 | 0.46% | 2.81% | 23.3 | 0.1 | 0.6 | 0.9 | 0.5% | - | - |
| 07/2007 | -0.28% | 2.34% | 22.7 | 0.1 | 0.1 | -0.8 | 0.5% | - | - |
| 06/2007 | -0.04% | 2.63% | 23.5 | 0.1 | 0.1 | -0.7 | 0.5% | - | - |
| 05/2007 | 0.52% | 2.67% | 24.3 | 0.1 | 0.1 | 0.5 | 0.5% | - | - |
| 04/2007 | 0.8% | 2.14% | 23.6 | 0.1 | 0.1 | 0.2 | 0.5% | - | - |
| 03/2007 | 0.39% | 1.33% | 23.3 | 0.1 | 0.1 | -0.2 | 0.5% | - | - |
| 02/2007 | 0.42% | 0.93% | 23.4 | 0.1 | 0 | -0.2 | 0.5% | - | - |
| 01/2007 | 0.51% | 0.51% | 23.4 | 0.1 | 0.4 | -0.3 | 0.5% | - | - |
| 12/2006 | 0.57% | 6.11% | 23.8 | 1.5 | 0 | -0.5 | 0.5% | - | - |
| 11/2006 | 0.46% | 5.51% | 22.8 | 0.1 | 0 | -0.5 | 0.5% | - | - |
| 10/2006 | 0.86% | 5.03% | 23 | 0.1 | 0 | -0.2 | 0.5% | - | - |
| 09/2006 | 0.57% | 4.13% | 22.9 | 0.1 | 0.1 | -0 | 0.5% | - | - |
| 08/2006 | 0.48% | 3.54% | 22.7 | 0.1 | 0 | -0 | 0.5% | - | - |
| 07/2006 | 0.58% | 3.05% | 22.5 | 0.1 | 0 | 0.4 | 0.5% | - | - |
| 06/2006 | 0.39% | 2.45% | 21.9 | 0.1 | 0.1 | 0.2 | 0.5% | - | - |
| 05/2006 | 0.47% | 2.06% | 21.6 | 0.1 | 0.2 | -0.4 | 0.5% | - | - |
| 04/2006 | 0.51% | 1.58% | 22 | 0.1 | 0 | -0.2 | 0.5% | - | - |
| 03/2006 | 0.3% | 1.06% | 21.9 | 0.1 | 0 | -0 | 0.5% | - | - |
| 02/2006 | 0.32% | 0.76% | 21.8 | 0.2 | 0 | -0 | 0.5% | - | - |
| 01/2006 | 0.44% | 0.44% | 21.6 | 0.1 | 0.2 | -0.4 | 0.5% | - | - |
| 12/2005 | 0.43% | 3.71% | 21.9 | 1.6 | 0.1 | -1 | 0.48% | - | - |
| 11/2005 | 0.12% | 3.27% | 21.3 | 0.2 | 0.5 | -0.7 | 0.48% | - | - |
| 10/2005 | 0.14% | 3.14% | 22.3 | 0.1 | 0.1 | -0 | 0.48% | - | - |
| 09/2005 | 0.31% | 3% | 22.3 | 0.1 | 0 | -0.2 | 0.48% | - | - |
| 08/2005 | 0.27% | 2.68% | 22.3 | 0.1 | 0.1 | -1.4 | 0.48% | - | - |
| 07/2005 | 0.36% | 2.4% | 23.6 | 0.1 | 0.1 | 0.3 | 0.48% | - | - |
| 06/2005 | 0.16% | 2.04% | 23.1 | 0.1 | 0.1 | 0 | 0.48% | - | - |
| 05/2005 | 0.46% | 1.87% | 23 | 0.1 | 0.1 | 0.1 | 0.48% | - | - |
| 04/2005 | 0.36% | 1.41% | 22.9 | 0.1 | 0.1 | -1.2 | 0.48% | - | - |
| 03/2005 | 0.28% | 1.04% | 23.9 | 0.1 | 0 | -0 | 0.48% | - | - |
| 02/2005 | 0.36% | 0.76% | 23.7 | 0.2 | 0.7 | 0.1 | 0.48% | - | - |
| 01/2005 | 0.4% | 0.4% | 24.1 | 0.1 | 0.1 | -0.2 | 0.48% | - | - |
| 12/2004 | 0.37% | 4.85% | 24.3 | 2 | 0.1 | -0.4 | 0.35% | - | - |
| 11/2004 | 0.49% | 4.47% | 22.6 | 0.2 | 0 | -0.1 | 0.35% | - | - |
| 10/2004 | 0.36% | 3.96% | 22.5 | 0.1 | 0.2 | -0 | 0.35% | - | - |
| 09/2004 | 0.37% | 3.59% | 22.4 | 0.1 | 0.1 | 0 | 0.35% | - | - |
| 08/2004 | 0.5% | 3.2% | 22.3 | 0.1 | 0 | -0.3 | 0.35% | - | - |
| 07/2004 | 0.41% | 2.69% | 22.4 | 0.2 | 0 | -0.2 | 0.35% | - | - |
| 06/2004 | 0.5% | 2.27% | 22.4 | 0.2 | 0 | -0.2 | 0.35% | - | - |
| 05/2004 | 0.48% | 1.76% | 22.4 | 0.1 | 0 | 0.1 | 0.35% | - | - |
| 04/2004 | 0.09% | 1.28% | 22.1 | 0.2 | 0.1 | -0.4 | 0.35% | - | - |
| 03/2004 | 0.56% | 1.18% | 22.4 | 0.2 | 0.1 | 0.2 | 0.35% | - | - |
| 02/2004 | 0.3% | 0.62% | 22.1 | 0.1 | 0.2 | 0.5 | 0.35% | - | - |
| 01/2004 | 0.32% | 0.32% | 21.6 | 0.1 | 0.1 | -0.4 | 0.35% | - | - |
| 12/2003 | 0.47% | 8.17% | 21.8 | 2 | 0 | -0.2 | 0.32% | - | - |
| 11/2003 | 0.54% | 7.66% | 20 | 0.2 | 0 | 0.8 | 0.32% | - | - |
| 10/2003 | 0.51% | 7.08% | 18.9 | 0.2 | 0.1 | 0.1 | 0.32% | - | - |
| 09/2003 | 0.68% | 6.54% | 18.7 | 0.1 | 0 | 0.2 | 0.32% | - | - |
| 08/2003 | 0.74% | 5.82% | 18.3 | 0.1 | 0.2 | 0.1 | 0.32% | - | - |
| 07/2003 | 0.48% | 5.04% | 18.1 | 0.1 | 0.2 | -0 | 0.32% | - | - |
| 06/2003 | 0.8% | 4.54% | 18.2 | 0.2 | 0 | 0 | 0.32% | - | - |
| 05/2003 | 0.89% | 3.71% | 17.9 | 0.2 | 0 | 0.7 | 0.32% | - | - |
| 04/2003 | 0.68% | 2.8% | 16.9 | 0.2 | 0.5 | 1 | 0.32% | - | - |
| 03/2003 | 1% | 2.1% | 16.1 | 0.2 | 0.2 | 1.3 | 0.32% | - | - |
| 02/2003 | 0.71% | 1.09% | 14.7 | 0.3 | 0.2 | 2.3 | 0.32% | - | - |
| 01/2003 | 0.38% | 0.38% | 12.2 | 0.1 | 0.1 | 1 | 0.32% | - | - |
| 12/2002 | 0.81% | 5.24% | 11.2 | 2.9 | 0.2 | 0.1 | 0.14% | - | - |
| 11/2002 | 1.62% | 4.4% | 8.3 | 0.2 | 0.2 | 0.1 | 0.14% | - | - |
| 10/2002 | 0.75% | 2.73% | 8.1 | 0.1 | 0.4 | 0.1 | 0.14% | - | - |
| 09/2002 | -0.4% | 1.97% | 8.4 | 0.1 | 0.2 | 0.2 | 0.14% | - | - |
| 08/2002 | 0.44% | 2.38% | 8.3 | 0.1 | 0.2 | 0 | 0.14% | - | - |
| 07/2002 | 1.11% | 1.93% | 8.4 | 0.1 | 0.3 | 0 | 0.14% | - | - |
| 06/2002 | 0.37% | 0.81% | 8.5 | 0.1 | 0 | 0.2 | 0.14% | - | - |
| 05/2002 | 0.14% | 0.44% | 8.2 | 0 | 0.1 | 0.2 | 0.14% | - | - |
| 04/2002 | -0.14% | 0.3% | 8.1 | 0 | 0 | 0.1 | 0.14% | - | - |
| 03/2002 | -0.01% | 0.44% | 8.1 | 0.1 | 0.1 | -0 | 0.14% | - | - |
| 02/2002 | 0.09% | 0.45% | 8.1 | 0.1 | 0.5 | 0.2 | 0.14% | - | - |
| 01/2002 | 0.36% | 0.36% | 8.4 | 0.1 | 0 | 1.5 | 0.14% | - | - |
| 12/2001 | 0.98% | 7.08% | 6.8 | 0.8 | 0 | 0.7 | 0.33% | - | - |
| 11/2001 | 0.53% | 6.04% | 5.3 | 0 | 0 | 0.1 | 0.33% | - | - |
| 10/2001 | 0.4% | 5.48% | 5.1 | 0.1 | 0 | 0 | 0.33% | - | - |
| 09/2001 | 0.49% | 5.06% | 5.1 | 0 | 0 | 0.9 | 0.33% | - | - |
| 08/2001 | 0.5% | 4.55% | 4.1 | 0.1 | 0.1 | 0.2 | 0.33% | - | - |
| 07/2001 | 0.5% | 4.03% | 3.9 | 0.2 | 0 | 0 | 0.33% | - | - |
| 06/2001 | 0.51% | 3.51% | 3.6 | 0 | 0 | 0.3 | 0.33% | - | - |
| 05/2001 | 0.62% | 2.98% | 3.3 | 0.3 | 0.2 | 0.8 | 0.33% | - | - |
| 04/2001 | 0.58% | 2.35% | 2.4 | 0 | 0 | 0.5 | 0.33% | - | - |
| 03/2001 | 0.56% | 1.76% | 1.8 | 0.3 | 0 | 0.1 | 0.33% | - | - |
| 02/2001 | 0.55% | 1.19% | 1.4 | 0.2 | 0 | 0.5 | 0.33% | - | - |
| 01/2001 | 0.64% | 0.64% | 0.7 | 0 | 0 | 0.1 | 0.33% | - | - |
| 12/2000 | 0.7% | - | 0.6 | 0.4 | 0 | 0 | - | - | - |
| 11/2000 | 0.63% | - | 0.2 | 0 | 0 | 0 | - | - | - |
| 10/2000 | 0.69% | - | 0.2 | 0 | 0 | 0 | - | - | - |
| 09/2000 | 0.66% | - | 0.2 | 0.1 | 0 | 0 | - | - | - |
| 08/2000 | 0.76% | - | 0.2 | 0 | 0 | 0 | - | - | - |
| 07/2000 | 0.57% | - | 0.2 | 0 | 0 | 0.1 | - | - | - |
| 06/2000 | 0.68% | - | 0 | 0 | 0 | 0 | - | - | - |
| 05/2000 | 0.71% | - | 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 כספי?
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 כספי?
0.65% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם פסגות שיא השתלמות כספי 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.