פסגות שיא השתלמות מניות: תשואה, דמי ניהול וסיכון
הקרן הפסיקה לדווח ב-10/2021 (מוזגה או נסגרה) - הנתונים היסטוריים
פסגות שיא השתלמות מניות 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
0.56%
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 191 מתוך 217 בקטגוריה.
- דמי ניהול ממוצעים מהצבירה: 0.56% לשנה (מקום 114 מתוך 208 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-10,624 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -48.1% בין 10/2007 ל-12/2008.
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 | 11.49% | -9.81% | 25.75% | 11% | 26.63% | 13.52% | 12.11% | -43.67% | 65.12% | 13.83% | -17.36% | 10.84% | 23.18% | 8.63% | 4.87% | 4.94% | 12.28% | -3.67% | 21.01% | 6.58% |
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 | 191 / 217 |
| דמי ניהול מצבירה (נמוך = 1) | 0.56% | 114 / 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 כספי 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 | 0.56% | - | - |
| 09/2021 | -2.68% | 8.54% | 475.1 | 2.4 | 1.2 | -11.5 | 0.56% | 459.5% | 329.5% |
| 08/2021 | 0.77% | 11.53% | 499 | 2.7 | 1.8 | -11 | 0.56% | 481.6% | 351.7% |
| 07/2021 | -0.8% | 10.67% | 505.5 | 2.9 | 0.9 | -10 | 0.56% | 477.1% | 341.3% |
| 06/2021 | -0.06% | 11.57% | 517.8 | 3.6 | 1.1 | -6 | 0.56% | 472.6% | 310.2% |
| 05/2021 | 1.82% | 11.63% | 521.8 | 4.3 | 2.3 | -3.3 | 0.56% | 509.2% | 297.5% |
| 04/2021 | 3.64% | 9.64% | 514 | 3.5 | 1.3 | -8.3 | 0.56% | 507.4% | 303.5% |
| 03/2021 | 1.95% | 5.79% | 502.1 | 4.9 | 1.6 | -14 | 0.56% | 498.9% | 297% |
| 02/2021 | 1.85% | 3.76% | 503.4 | 2.7 | 1.4 | -20.9 | 0.56% | 495% | 298.6% |
| 01/2021 | 1.88% | 1.88% | 513.3 | 3.7 | 2.4 | -11.3 | 0.56% | 508.6% | 314.6% |
| 12/2020 | 4.91% | 6.58% | 513.9 | 5.5 | 2 | -10.3 | 0.57% | 492.8% | 299.5% |
| 11/2020 | 9.42% | 1.59% | 496.8 | 3.7 | 1.8 | -8.7 | 0.57% | 480.5% | 300.2% |
| 10/2020 | 0.39% | -7.16% | 460.8 | 4.4 | 1 | -7.6 | 0.57% | 448.4% | 283.7% |
| 09/2020 | -3.65% | -7.52% | 463.3 | 3 | 1.3 | -11.5 | 0.57% | 443.2% | 278.7% |
| 08/2020 | 5.42% | -4.02% | 491.2 | 3.3 | 1.4 | -15.7 | 0.57% | 465.6% | 281% |
| 07/2020 | 4.21% | -8.95% | 479.7 | 3.4 | 1.7 | -14 | 0.57% | 469.4% | 292.1% |
| 06/2020 | -0.32% | -12.63% | 472.1 | 3.9 | 0.7 | -12.9 | 0.57% | 438.5% | 266.4% |
| 05/2020 | 2.37% | -12.35% | 483.5 | 2.9 | 0.3 | 1.8 | 0.57% | 443.2% | 261.5% |
| 04/2020 | 9.34% | -14.38% | 468.1 | 2 | 0.3 | 5.8 | 0.57% | 439.2% | 243.8% |
| 03/2020 | -16.24% | -21.69% | 421 | 3.7 | 3.3 | -16.1 | 0.57% | 397.6% | 219.1% |
| 02/2020 | -6.48% | -6.51% | 521.5 | 3.7 | 1.7 | -7.4 | 0.57% | 515.2% | 266.8% |
| 01/2020 | -0.03% | -0.03% | 563.2 | 5.4 | 1.7 | -1.2 | 0.57% | 548.5% | 273.4% |
| 12/2019 | 1.41% | 21.01% | 561.3 | 6.7 | 1.5 | -2.3 | 0.6% | 528.5% | 264.2% |
| 11/2019 | 2.24% | 19.33% | 550.7 | 5.2 | 2.2 | -7 | 0.6% | 515.3% | 255.9% |
| 10/2019 | 2.49% | 16.71% | 542.9 | 3.4 | 1.3 | -3 | 0.6% | 503.8% | 250.3% |
| 09/2019 | 3.04% | 13.88% | 530.7 | 3.1 | 1.4 | -2 | 0.6% | 485.4% | 237.2% |
| 08/2019 | -2.05% | 10.52% | 515.6 | 3.8 | 2.4 | -1 | 0.6% | 468.9% | 229.9% |
| 07/2019 | 0.58% | 12.83% | 526.3 | 4.3 | 1.2 | -2.5 | 0.6% | 488.9% | 242.1% |
| 06/2019 | 3.57% | 12.18% | 522.9 | 3.7 | 1.5 | -1.1 | 0.6% | 487.9% | 244.8% |
| 05/2019 | -3.16% | 8.31% | 504 | 3.4 | 1.5 | -0.8 | 0.6% | 470.2% | 236.5% |
| 04/2019 | 3.39% | 11.85% | 519.6 | 4 | 1.6 | -1.9 | 0.6% | 486% | 248.1% |
| 03/2019 | 0.61% | 8.18% | 502.3 | 3.7 | 2.2 | 0.6 | 0.6% | 468.5% | 239.5% |
| 02/2019 | 2.15% | 7.52% | 497.4 | 3.7 | 1.7 | -2.3 | 0.6% | 464% | 234.6% |
| 01/2019 | 5.26% | 5.26% | 487.3 | 4.4 | 1 | 2.4 | 0.6% | 462.4% | 234.8% |
| 12/2018 | -7.24% | -3.67% | 457.6 | 7.3 | 2.3 | 1.4 | 0.63% | 438.6% | 224.3% |
| 11/2018 | 1.61% | 3.84% | 486.8 | 4.5 | 0.8 | -5.9 | 0.63% | 474.2% | 244.5% |
| 10/2018 | -4.28% | 2.2% | 481.6 | 5.3 | 1.4 | -1.1 | 0.63% | 456.1% | 234.4% |
| 09/2018 | 0.18% | 6.77% | 500.5 | 3.4 | 1.1 | -1.9 | 0.63% | 471.1% | 235.7% |
| 08/2018 | 2.8% | 6.58% | 499.2 | 3.2 | 1.7 | -2.6 | 0.63% | 464% | 233.8% |
| 07/2018 | 3.01% | 3.67% | 487 | 3.9 | 2.7 | -5.6 | 0.63% | 453.1% | 234.6% |
| 06/2018 | -0.54% | 0.64% | 477.4 | 2.6 | 2.3 | 0.7 | 0.63% | 444.6% | 231.7% |
| 05/2018 | 1.08% | 1.19% | 479.2 | 4.1 | 1.2 | -3 | 0.63% | 444.1% | 231.1% |
| 04/2018 | 1.87% | 0.11% | 474.4 | 3.1 | 1.2 | 0.2 | 0.63% | 438.1% | 234.4% |
| 03/2018 | -2.71% | -1.73% | 463.9 | 3.7 | 1.3 | -9.6 | 0.63% | 434.5% | 225.6% |
| 02/2018 | -2.36% | 1.01% | 484.4 | 3.6 | 2.2 | -5.2 | 0.63% | 453.3% | 240.3% |
| 01/2018 | 3.45% | 3.45% | 500.3 | 5.2 | 1.1 | -1.6 | 0.63% | 468% | 241.2% |
| 12/2017 | 1.42% | 12.28% | 481.4 | 7.3 | 0.8 | -2.6 | 0.67% | 453.3% | 220.2% |
| 11/2017 | 1.1% | 10.7% | 471 | 4.2 | 1.4 | -0.4 | 0.67% | 444.3% | 245% |
| 10/2017 | 2% | 9.5% | 463.7 | 3.6 | 2.3 | -3.2 | 0.67% | 437.3% | 241.2% |
| 09/2017 | 1.13% | 7.35% | 456.6 | 3.4 | 0.7 | -1.2 | 0.67% | 428.7% | 233.8% |
| 08/2017 | -0.81% | 6.15% | 450.2 | 3.9 | 2.3 | 0.1 | 0.67% | 428.9% | 233.7% |
| 07/2017 | 1.65% | 7.02% | 452.4 | 4.1 | 2.2 | -2.6 | 0.67% | 431.4% | 230.8% |
| 06/2017 | -1.3% | 5.28% | 445.9 | 4.1 | 1.6 | 0.1 | 0.67% | 405.9% | 222.8% |
| 05/2017 | 2.02% | 6.67% | 449.4 | 3.7 | 1.7 | -0.3 | 0.67% | 415.3% | 228.8% |
| 04/2017 | 1.83% | 4.56% | 439.1 | 3.6 | 0.9 | -1.6 | 0.67% | 410.5% | 230.7% |
| 03/2017 | 0.31% | 2.68% | 430.4 | 5.8 | 1.2 | -1.8 | 0.67% | 384.3% | 209.8% |
| 02/2017 | 1.62% | 2.36% | 426.5 | 3.6 | 1.3 | -2.1 | 0.67% | 381.6% | 184.8% |
| 01/2017 | 0.73% | 0.73% | 419.8 | 4.3 | 2 | -2.1 | 0.67% | 380.4% | 184.2% |
| 12/2016 | 1.23% | 4.94% | 416.7 | 8.1 | 1.2 | 2.1 | 0.73% | 378.3% | 184.6% |
| 11/2016 | 2.13% | 3.66% | 402.9 | 4.9 | 0.9 | -0.3 | 0.73% | 372.1% | 192% |
| 10/2016 | -0.29% | 1.5% | 390.9 | 2.9 | 0.6 | -1.4 | 0.73% | 359.5% | 188.3% |
| 09/2016 | -0.4% | 1.8% | 391.3 | 3.9 | 1.8 | -0.3 | 0.73% | 368.4% | 195.2% |
| 08/2016 | 1.18% | 2.2% | 391.2 | 4.1 | 1.4 | 4.3 | 0.73% | 366.6% | 195% |
| 07/2016 | 4.45% | 1.01% | 379.9 | 3.3 | 2 | 2.9 | 0.73% | 358.1% | 191% |
| 06/2016 | -2.42% | -3.29% | 359.8 | 3.9 | 1.5 | 3 | 0.73% | 323.5% | 167.4% |
| 05/2016 | 1.09% | -0.89% | 363.4 | 3.4 | 0.8 | 5 | 0.73% | 326.9% | 172.7% |
| 04/2016 | 1.51% | -1.96% | 352 | 3.6 | 0.9 | 6.9 | 0.73% | 319.1% | 169% |
| 03/2016 | 2.8% | -3.42% | 337.4 | 2.3 | 1.8 | 5.9 | 0.73% | 306.8% | 158.2% |
| 02/2016 | -2.43% | -6.05% | 322.2 | 2.8 | 1.9 | 3.5 | 0.73% | 288.3% | 150.6% |
| 01/2016 | -3.71% | -3.71% | 325.9 | 3.2 | 1.6 | 5.1 | 0.73% | 295.7% | 151.9% |
| 12/2015 | -2.38% | 4.87% | 331.6 | 8.2 | 1.1 | 8.9 | 0.82% | 298.8% | 161.9% |
| 11/2015 | 0.03% | 7.43% | 323.6 | 3.5 | 1.3 | 7.3 | 0.82% | 298.5% | 163.3% |
| 10/2015 | 5.38% | 7.4% | 314.2 | 2.6 | 0.9 | 2.4 | 0.82% | 284% | 145.6% |
| 09/2015 | -3.86% | 1.91% | 294.4 | 2.3 | 1 | 4.7 | 0.82% | 261.5% | 130.2% |
| 08/2015 | -4.27% | 6.01% | 300.4 | 2.7 | 1.2 | 7.1 | 0.82% | 276.2% | 139.6% |
| 07/2015 | 3.29% | 10.73% | 305.2 | 2.5 | 1 | 2.2 | 0.82% | 281% | 140.2% |
| 06/2015 | -2.81% | 7.21% | 292 | 2.2 | 1.5 | 3.6 | 0.82% | 269% | 133.6% |
| 05/2015 | 0.89% | 10.31% | 296.4 | 2.2 | 1 | -1.9 | 0.82% | 276.9% | 140.1% |
| 04/2015 | 0.8% | 9.33% | 294.5 | 2.1 | 0.8 | 5.1 | 0.82% | 267.3% | 130.6% |
| 03/2015 | 2.47% | 8.47% | 286.1 | 2.3 | 0.5 | 3.6 | 0.82% | 276.5% | 142.3% |
| 02/2015 | 5.82% | 5.85% | 274 | 1.9 | 1.8 | -0.6 | 0.82% | 261.7% | 135.3% |
| 01/2015 | 0.03% | 0.03% | 259.7 | 2.2 | 1.4 | -1 | 0.82% | 246.6% | 129% |
| 12/2014 | -1.72% | 8.63% | 260 | 6.1 | 0.8 | -5.2 | 0.92% | 239.1% | 120% |
| 11/2014 | 4% | 10.53% | 264.6 | 2.4 | 1.2 | 1 | 0.92% | 245.2% | 126.6% |
| 10/2014 | -1.11% | 6.28% | 252.5 | 1.8 | 0.6 | 2.3 | 0.92% | 227.3% | 110.1% |
| 09/2014 | 1.71% | 7.48% | 251.9 | 3.1 | 1.2 | 0.6 | 0.92% | 232.3% | 111.1% |
| 08/2014 | 2.98% | 5.67% | 245.4 | 2.6 | 1 | 3 | 0.92% | 237.4% | 118.2% |
| 07/2014 | -0.79% | 2.61% | 233.9 | 2.2 | 0.7 | -0.4 | 0.92% | 225% | 110.4% |
| 06/2014 | 0.22% | 3.43% | 234.9 | 2.1 | 1 | 1.6 | 0.92% | 223.4% | 105.9% |
| 05/2014 | 1.53% | 3.2% | 231.8 | 1.8 | 0.9 | 0.5 | 0.92% | 218.3% | 103.6% |
| 04/2014 | -1.19% | 1.65% | 227.2 | 1.6 | 0.9 | -1.2 | 0.92% | 207.5% | 95.9% |
| 03/2014 | 1.09% | 2.87% | 230.5 | 2.2 | 1.3 | 0.3 | 0.92% | 224.7% | 108.6% |
| 02/2014 | 3.69% | 1.76% | 227 | 1.8 | 1.9 | 1.1 | 0.92% | 210.3% | 103.1% |
| 01/2014 | -1.86% | -1.86% | 218 | 3.7 | 1.1 | -1.6 | 0.92% | 200.7% | 102.8% |
| 12/2013 | 0.68% | 23.18% | 129.9 | 4.4 | 0.5 | -1.3 | 0.99% | 115.7% | 62.6% |
| 11/2013 | 3.2% | 22.35% | 126.5 | 1.1 | 0.2 | -0.5 | 0.99% | 115.4% | 65.9% |
| 10/2013 | 3.12% | 18.55% | 122.3 | 1.2 | 0.3 | 0.6 | 0.99% | 109.9% | 63.3% |
| 09/2013 | 4.6% | 14.97% | 117.2 | 1.1 | 0.3 | 0.3 | 0.99% | 100.2% | 57.2% |
| 08/2013 | -0.69% | 9.91% | 111.1 | 1 | 0.2 | 0.4 | 0.99% | 96.8% | 53.3% |
| 07/2013 | 3.9% | 10.67% | 110.7 | 1.2 | 0.7 | -0.2 | 0.99% | 97.9% | 53.8% |
| 06/2013 | -3.33% | 6.52% | 106.3 | 1.1 | 0.4 | -0.6 | 0.99% | 95.9% | 52% |
| 05/2013 | 3.62% | 10.19% | 110 | 0.9 | 0.3 | 0.3 | 0.99% | 99.5% | 53.8% |
| 04/2013 | 0.24% | 6.34% | 105.4 | 1.2 | 0.4 | -1.2 | 0.99% | 95.7% | 42.5% |
| 03/2013 | 1.36% | 6.09% | 105.6 | 0.9 | 0.4 | -0.4 | 0.99% | 95% | 41% |
| 02/2013 | 2.68% | 4.66% | 104.2 | 1 | 0.5 | -0.5 | 0.99% | 94.3% | 37.2% |
| 01/2013 | 1.93% | 1.93% | 101.6 | 1.1 | 0.5 | -0.2 | 0.99% | 91.5% | 40.4% |
| 12/2012 | -0.48% | 10.84% | 99.5 | 3.6 | 0.6 | -1.5 | 1.12% | 90.3% | 37.7% |
| 11/2012 | 2.63% | 11.37% | 98.4 | 1 | 0.3 | -1.3 | 1.12% | 90.1% | 37.1% |
| 10/2012 | 1.36% | 8.52% | 96.6 | 1.2 | 0.4 | -0.4 | 1.12% | 87.8% | 36.4% |
| 09/2012 | 3.69% | 7.06% | 94.9 | 0.9 | 0.4 | -0.7 | 1.12% | 85.9% | 37.5% |
| 08/2012 | 1.74% | 3.25% | 91.8 | 1.1 | 0.9 | -1.3 | 1.12% | 84.1% | 38.1% |
| 07/2012 | 2.19% | 1.48% | 91.3 | 1.4 | 0.5 | -1 | 1.12% | 82.6% | 36.9% |
| 06/2012 | -1.03% | -0.69% | 89.5 | 0.9 | 0.5 | -1.5 | 1.12% | 81.1% | 35.6% |
| 05/2012 | -7.12% | 0.34% | 91.6 | 1.2 | 0.6 | -0.6 | 1.12% | 82.4% | 31.5% |
| 04/2012 | 1.42% | 8.04% | 98.6 | 1.1 | 0.2 | 0 | 1.12% | 89.8% | 37.1% |
| 03/2012 | 2.8% | 6.52% | 96.4 | 1 | 0.4 | -1 | 1.12% | 88.6% | 38.3% |
| 02/2012 | -0.45% | 3.62% | 94.1 | 1 | 0.9 | -1.2 | 1.12% | 85.7% | 38.5% |
| 01/2012 | 4.09% | 4.09% | 95.7 | 1.7 | 0.7 | -0.5 | 1.12% | 82.8% | 32.5% |
| 12/2011 | 0.44% | -17.36% | 34.6 | 1.6 | 0.3 | -0.9 | 1.27% | 27.5% | 11.5% |
| 11/2011 | -3.59% | -17.72% | 34.1 | 0.2 | 0.1 | -0 | 1.27% | 27.4% | 11.4% |
| 10/2011 | 6.49% | -14.66% | 35.3 | 0.3 | 0.2 | -0.3 | 1.27% | 29.4% | 12.2% |
| 09/2011 | -4.32% | -19.86% | 33.4 | 0.2 | 0.3 | -0.5 | 1.27% | 26.7% | 11.1% |
| 08/2011 | -8.45% | -16.24% | 35.6 | 0.2 | 0.4 | -0.2 | 1.27% | 28.8% | 11.4% |
| 07/2011 | -1.2% | -8.51% | 39.3 | 0.3 | 0.3 | 0.9 | 1.27% | 32.3% | 11.8% |
| 06/2011 | -2.85% | -7.4% | 39 | 0.2 | 0.3 | -0.6 | 1.27% | 32.1% | 12.6% |
| 05/2011 | -3.05% | -4.68% | 40.9 | 0.3 | 0.3 | -0.3 | 1.27% | 34.5% | 13.2% |
| 04/2011 | -0.23% | -1.68% | 42.5 | 0.2 | 0.2 | 0 | 1.27% | 36.1% | 13.6% |
| 03/2011 | -0.23% | -1.45% | 42.6 | 0.2 | 0.4 | -0.2 | 1.27% | 37.3% | 13.2% |
| 02/2011 | -0.41% | -1.23% | 43.1 | 0.2 | 0.4 | 0.6 | 1.27% | 38.2% | 13.4% |
| 01/2011 | -0.82% | -0.82% | 42.9 | 0.4 | 0.6 | 2.1 | 1.27% | 39.5% | 12.2% |
| 12/2010 | 6.23% | 13.83% | 41.4 | 1.9 | 0.4 | 0.1 | 1.38% | 37.3% | 10.5% |
| 11/2010 | -1.71% | 7.15% | 37.6 | 0.2 | 0.4 | 0.7 | 1.38% | 34.5% | 10.2% |
| 10/2010 | 4.13% | 9.02% | 37.6 | 0.3 | 0.4 | -0.1 | 1.38% | 34.7% | 9.6% |
| 09/2010 | 7.13% | 4.69% | 36.4 | 0.2 | 0.2 | -0.6 | 1.38% | 33.9% | 9.2% |
| 08/2010 | 0.12% | -2.27% | 34.5 | 0.3 | 0.2 | -0.1 | 1.38% | 32.2% | 8.4% |
| 07/2010 | 5.1% | -2.39% | 34.6 | 0.3 | 0.4 | -0.3 | 1.38% | 32.3% | 8.7% |
| 06/2010 | -2.61% | -7.13% | 33.3 | 0.3 | 0.1 | -0.6 | 1.38% | 31.2% | 7.4% |
| 05/2010 | -7.72% | -4.64% | 34.7 | 0.3 | 0.8 | -0.8 | 1.38% | 32.5% | 7% |
| 04/2010 | -3.67% | 3.34% | 38.9 | 0.2 | 0.4 | 0.7 | 1.38% | 37.2% | 5% |
| 03/2010 | 5.04% | 7.28% | 39.9 | 0.3 | 0.1 | 0.1 | 1.38% | 38.1% | 4.9% |
| 02/2010 | 2.88% | 2.13% | 37.8 | 0.3 | 0.5 | -0.2 | 1.38% | 36.2% | 4.7% |
| 01/2010 | -0.73% | -0.73% | 37.2 | 0.3 | 1.1 | 0.1 | 1.38% | 34% | 6.4% |
| 12/2009 | 4.87% | 65.12% | 38.3 | 2.2 | 0.7 | 0.1 | 1.45% | 35.2% | 7.1% |
| 11/2009 | 3.87% | 57.45% | 35 | 0.3 | 0 | -0.2 | 1.45% | 33.5% | 7.9% |
| 10/2009 | 1.89% | 51.58% | 33.6 | 0.3 | 0.1 | 1.5 | 1.45% | 29.9% | 7.4% |
| 09/2009 | 3.76% | 48.77% | 31.2 | 0.1 | 0.2 | 0.4 | 1.45% | 28.2% | 7.4% |
| 08/2009 | 2.08% | 43.38% | 29.8 | 0.2 | 0.2 | 0.6 | 1.45% | 27.2% | 7.2% |
| 07/2009 | 8.1% | 40.46% | 26.5 | 0.2 | 0.1 | 1.2 | 1.45% | 23.7% | 4.5% |
| 06/2009 | -0.24% | 29.93% | 23.3 | 0.2 | 0 | 1.2 | 1.45% | 21.1% | 4.4% |
| 05/2009 | 7.96% | 30.25% | 22 | 0.2 | 0 | 0.7 | 1.45% | 19.8% | 4.1% |
| 04/2009 | 9.15% | 20.64% | 19.5 | 0.2 | 0 | 0.7 | 1.45% | 17% | 3.8% |
| 03/2009 | 7.93% | 10.53% | 17 | 0.2 | 0.1 | 0 | 1.45% | 11.8% | 3.5% |
| 02/2009 | -1.72% | 2.41% | 15.6 | 0.2 | 0.3 | -0.4 | 1.45% | 11.7% | 3.2% |
| 01/2009 | 4.2% | 4.2% | 16.3 | 0.2 | 0.3 | -0 | 1.45% | 12.5% | 3.5% |
| 12/2008 | -3.37% | -43.67% | 15.9 | 1.2 | 0.3 | 0 | 1.43% | 10.8% | 0.8% |
| 11/2008 | -5.96% | -41.7% | 15.5 | 0.3 | 0.3 | 0.1 | 1.43% | 10% | 0% |
| 10/2008 | -12.87% | -38.01% | 16.5 | 0.2 | 0.3 | -0.2 | 1.43% | 11% | 0.2% |
| 09/2008 | -10.98% | -28.85% | 19.2 | 0.2 | 0.1 | -0.3 | 1.43% | 13.3% | 1.2% |
| 08/2008 | -2.37% | -20.08% | 21.9 | 0.2 | 0.2 | -0.5 | 1.43% | 15.5% | 1.3% |
| 07/2008 | -1.1% | -18.14% | 23 | 0.3 | 0.3 | -0.4 | 1.43% | 15.9% | 1.3% |
| 06/2008 | -7% | -17.23% | 23.6 | 0.3 | 0.1 | -0.2 | 1.43% | 15.6% | 1.2% |
| 05/2008 | 1.56% | -11% | 25.5 | 0.2 | 0.4 | -0.1 | 1.43% | 18.1% | 1.4% |
| 04/2008 | 4.32% | -12.36% | 25.4 | 0.2 | 0.1 | -0.1 | 1.43% | 19.5% | 2% |
| 03/2008 | -8.39% | -15.99% | 24.4 | 0.2 | 0.4 | -0.5 | 1.43% | 21.3% | 2.1% |
| 02/2008 | 2.77% | -8.3% | 27.4 | 0.2 | 0.3 | -0.3 | 1.43% | 23.7% | 2.2% |
| 01/2008 | -10.77% | -10.77% | 27 | 0.2 | 0.5 | -0.7 | 1.43% | 24% | 1.4% |
| 12/2007 | -1.56% | 12.11% | 31.4 | 2.9 | 0.5 | 0.6 | 1.45% | - | - |
| 11/2007 | -6.34% | 13.89% | 29 | 0.3 | 0 | 0 | 1.45% | - | - |
| 10/2007 | 6.5% | 21.6% | 30.6 | 0.3 | 0.1 | 0.4 | 1.45% | - | - |
| 09/2007 | 5.25% | 14.18% | 28.2 | 0.1 | 0.1 | 0.2 | 1.45% | - | - |
| 08/2007 | -5.96% | 8.48% | 26.6 | 0.3 | 0.3 | -0.8 | 1.45% | - | - |
| 07/2007 | -1.14% | 15.36% | 29.1 | 0.2 | 0 | 0 | 1.45% | - | - |
| 06/2007 | -1.26% | 16.69% | 29.3 | 0.2 | 0 | 0 | 1.45% | - | - |
| 05/2007 | 4.82% | 18.18% | 29.4 | 0.2 | 0.3 | 0 | 1.45% | - | - |
| 04/2007 | 6.4% | 12.74% | 28.2 | 0.2 | 0.3 | 0.1 | 1.45% | - | - |
| 03/2007 | 1.86% | 5.96% | 26.5 | 0.3 | 0.1 | 0.1 | 1.45% | - | - |
| 02/2007 | 1.48% | 4.03% | 25.7 | 0.2 | 0.2 | -0.1 | 1.45% | - | - |
| 01/2007 | 2.51% | 2.51% | 25.4 | 0.2 | 0.5 | -0.2 | 1.45% | - | - |
| 12/2006 | -0.53% | 13.52% | 25.3 | 3.1 | 0.3 | -0.2 | 1.44% | - | - |
| 11/2006 | 2.48% | 14.12% | 22.9 | 0.3 | 0.2 | -0.4 | 1.44% | - | - |
| 10/2006 | 7.06% | 11.36% | 22.7 | 0.2 | 0.2 | -0 | 1.44% | - | - |
| 09/2006 | 3.1% | 4.02% | 21.2 | 0.2 | 0.1 | -0 | 1.44% | - | - |
| 08/2006 | 0.34% | 0.89% | 20.6 | 0.1 | 0.1 | -0.3 | 1.44% | - | - |
| 07/2006 | 2.81% | 0.55% | 20.8 | 0.1 | 0.2 | -0.4 | 1.44% | - | - |
| 06/2006 | -7.3% | -2.2% | 20.7 | 0.2 | 0.1 | 0.3 | 1.44% | - | - |
| 05/2006 | -1.69% | 5.5% | 21.9 | 0.2 | 0.3 | 0.7 | 1.44% | - | - |
| 04/2006 | 5.52% | 7.31% | 21.7 | 0.1 | 0.1 | -0.3 | 1.44% | - | - |
| 03/2006 | 1.31% | 1.7% | 20.9 | 0.2 | 0.3 | 0.1 | 1.44% | - | - |
| 02/2006 | -2.14% | 0.38% | 20.7 | 0.2 | 0.5 | -0.2 | 1.44% | - | - |
| 01/2006 | 2.58% | 2.58% | 21.7 | 0.2 | 0.3 | 0.1 | 1.44% | - | - |
| 12/2005 | 3.87% | 26.63% | 21.2 | 2.7 | 0.1 | 0.6 | 1.43% | - | - |
| 11/2005 | 3.41% | 21.91% | 17.4 | 0.3 | 0 | -0.1 | 1.43% | - | - |
| 10/2005 | 1.62% | 17.89% | 16.7 | 0.1 | 0 | -0.8 | 1.43% | - | - |
| 09/2005 | 4.69% | 16.01% | 17.1 | 0.1 | 0.1 | -0 | 1.43% | - | - |
| 08/2005 | 3.21% | 10.81% | 16.3 | 0.1 | 0 | -0.2 | 1.43% | - | - |
| 07/2005 | 4.26% | 7.37% | 15.9 | 0.1 | 0 | -0.1 | 1.43% | - | - |
| 06/2005 | -3.24% | 2.98% | 15.2 | 0.1 | 0 | -0.2 | 1.43% | - | - |
| 05/2005 | 2.12% | 6.43% | 15.8 | 0.1 | 0 | -0.5 | 1.43% | - | - |
| 04/2005 | 1.03% | 4.22% | 15.9 | 0.1 | 0 | -0.1 | 1.43% | - | - |
| 03/2005 | -0.39% | 3.16% | 15.7 | 0.1 | 0.1 | 0.2 | 1.43% | - | - |
| 02/2005 | 1.68% | 3.56% | 15.6 | 0.1 | 0.3 | 0.1 | 1.43% | - | - |
| 01/2005 | 1.85% | 1.85% | 15.4 | 0.1 | 0.2 | -0.3 | 1.43% | - | - |
| 12/2004 | 3.78% | 11% | 15.5 | 2.3 | 0 | 0.1 | 1.43% | - | - |
| 11/2004 | 3.62% | 6.95% | 12.7 | 0.1 | 0 | -0.1 | 1.43% | - | - |
| 10/2004 | -0.25% | 3.22% | 12.3 | 0.1 | 0 | -0.1 | 1.43% | - | - |
| 09/2004 | 0.95% | 3.48% | 12.3 | 0.1 | 0 | -0.1 | 1.43% | - | - |
| 08/2004 | -1.31% | 2.5% | 12.2 | 0.1 | 0 | 0.1 | 1.43% | - | - |
| 07/2004 | -2.1% | 3.86% | 12.1 | 0.1 | 0 | 0.2 | 1.43% | - | - |
| 06/2004 | 2.16% | 6.09% | 12.1 | 0.1 | 0 | -0 | 1.43% | - | - |
| 05/2004 | 0.77% | 3.85% | 11.8 | 0.1 | 0.1 | 0.4 | 1.43% | - | - |
| 04/2004 | 0.48% | 3.05% | 11.3 | 0.1 | 0 | 0.3 | 1.43% | - | - |
| 03/2004 | 0.63% | 2.56% | 10.9 | 0.1 | 0 | 0.5 | 1.43% | - | - |
| 02/2004 | 0.98% | 1.92% | 10.2 | 0.1 | 0 | 0.6 | 1.43% | - | - |
| 01/2004 | 0.93% | 0.93% | 9.5 | 0.1 | 0.1 | 1.1 | 1.43% | - | - |
| 12/2003 | 2.74% | 25.75% | 8.3 | 1.9 | 0 | 0.1 | 1.44% | - | - |
| 11/2003 | 3% | 22.39% | 6.2 | 0.1 | 0 | -0 | 1.44% | - | - |
| 10/2003 | 4.33% | 18.83% | 5.9 | 0 | 0 | 0 | 1.44% | - | - |
| 09/2003 | 2.09% | 13.9% | 5.6 | 0.1 | 0 | 0 | 1.44% | - | - |
| 08/2003 | -0.24% | 11.57% | 5.4 | 0.1 | 0.1 | 0 | 1.44% | - | - |
| 07/2003 | -1.89% | 11.83% | 5.5 | 0.1 | 0 | 0.3 | 1.44% | - | - |
| 06/2003 | 2.32% | 13.99% | 5.2 | 0.1 | 0 | 0.2 | 1.44% | - | - |
| 05/2003 | 4.06% | 11.4% | 4.9 | 0.1 | 0 | 0.1 | 1.44% | - | - |
| 04/2003 | 5.25% | 7.06% | 4.5 | 0.1 | 0 | -0 | 1.44% | - | - |
| 03/2003 | 1.9% | 1.72% | 4.3 | 0.1 | 0 | -0 | 1.44% | - | - |
| 02/2003 | 1.33% | -0.18% | 4.2 | 0.1 | 0 | 0 | 1.44% | - | - |
| 01/2003 | -1.49% | -1.49% | 4.1 | 0.1 | 0 | 0.1 | 1.44% | - | - |
| 12/2002 | -3.02% | -9.81% | 4 | 0.7 | 0.1 | -0 | 1.17% | - | - |
| 11/2002 | 4.64% | -7% | 3.6 | 0 | 0 | 0 | 1.17% | - | - |
| 10/2002 | -0.72% | -11.12% | 3.4 | 0.1 | 0 | 0 | 1.17% | - | - |
| 09/2002 | -2.87% | -10.48% | 3.3 | 0.1 | 0 | 0 | 1.17% | - | - |
| 08/2002 | -0.48% | -7.83% | 3.4 | 0.1 | 0.1 | 0 | 1.17% | - | - |
| 07/2002 | 0.94% | -7.39% | 3.4 | 0.1 | 0 | 0 | 1.17% | - | - |
| 06/2002 | -2.04% | -8.25% | 3.2 | 0.1 | 0 | 0 | 1.17% | - | - |
| 05/2002 | -0.32% | -6.34% | 3.2 | 0.1 | 0.1 | 0.1 | 1.17% | - | - |
| 04/2002 | -1.61% | -6.04% | 3.1 | 0.1 | 0 | 0 | 1.17% | - | - |
| 03/2002 | -2.72% | -4.5% | 3.1 | 0.1 | 0.1 | -0 | 1.17% | - | - |
| 02/2002 | -1.9% | -1.83% | 3.1 | 0.1 | 0.3 | 0.1 | 1.17% | - | - |
| 01/2002 | 0.07% | 0.07% | 3.3 | 0 | 0.1 | 0.1 | 1.17% | - | - |
| 12/2001 | 4.74% | 11.49% | 3.3 | 1 | 0 | 0 | 1.22% | - | - |
| 11/2001 | 2.58% | 6.45% | 2.3 | 0.1 | 0.1 | 0 | 1.22% | - | - |
| 10/2001 | 1.2% | 3.77% | 2.2 | 0 | 0 | 0 | 1.22% | - | - |
| 09/2001 | -1.17% | 2.54% | 2.2 | 0 | 0.1 | -1 | 1.22% | - | - |
| 08/2001 | 0.08% | 3.75% | 3.3 | 0.1 | 0 | 0.1 | 1.22% | - | - |
| 07/2001 | 0.83% | 3.67% | 3.1 | 0.1 | 0.1 | 0 | 1.22% | - | - |
| 06/2001 | 0.41% | 2.82% | 3 | 0.1 | 0 | 0 | 1.22% | - | - |
| 05/2001 | 0.43% | 2.4% | 3 | 0.1 | 0 | 0 | 1.22% | - | - |
| 04/2001 | 2.29% | 1.96% | 2.8 | 0.1 | 0 | 0 | 1.22% | - | - |
| 03/2001 | -1.17% | -0.32% | 2.7 | 0.2 | 0.1 | 0.2 | 1.22% | - | - |
| 02/2001 | -0.23% | 0.86% | 2.5 | 0.1 | 0.1 | 0.1 | 1.22% | - | - |
| 01/2001 | 1.09% | 1.09% | 2.6 | 0.1 | 0 | 0.1 | 1.22% | - | - |
| 12/2000 | 2.83% | - | 2.4 | 0.6 | 0 | 0.1 | - | - | - |
| 11/2000 | 0.38% | - | 1.7 | 0.1 | 0 | 0 | - | - | - |
| 10/2000 | -2.29% | - | 1.6 | 0.1 | 0.2 | 0 | - | - | - |
| 09/2000 | -0.14% | - | 1.7 | 0.1 | 0 | 0 | - | - | - |
| 08/2000 | 4.82% | - | 1.7 | 0 | 0 | 0 | - | - | - |
| 07/2000 | -0.72% | - | 1.5 | 0 | 0 | 0.7 | - | - | - |
| 06/2000 | 1.53% | - | 0.8 | 0 | 0 | 0 | - | - | - |
| 05/2000 | 3.77% | - | 0.8 | 0 | 0 | 0 | - | - | - |
| 04/2000 | - | - | 0.7 | 0 | 0 | 0.2 | - | - | - |
| 03/2000 | - | - | 0.6 | 0 | 0 | 0 | - | - | - |
| 02/2000 | - | - | 0.5 | 0 | 0 | 0.1 | - | - | - |
| 01/2000 | - | - | 0.4 | 0 | 0 | 0 | - | - | - |
| 12/1999 | - | - | 0.4 | 0.4 | 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 מניות?
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 מניות?
0.56% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם פסגות שיא השתלמות מניות 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.