מגדל-קופ"ג מרכזית לפיצויים: תשואה, דמי ניהול וסיכון
מגדל-קופ"ג מרכזית לפיצויים מנוהלת על ידי מגדל מקפת קרנות פנסיה וקופות גמל בע"מ, בסיווג מרכזית לפיצויים, פעילה מ-2001; 286 חודשי דיווח מ-01/2001 עד 07/2026.
תשואה 07/2026
-0.54%
מתחילת השנה
5.22%
3 שנים מצטבר
38.17%
5 שנים מצטבר
39.84%
דמי ניהול מצבירה
0.85%
לשנה
נכסים
157
מיליון ש"ח
המידע והחישוב להמחשה בלבד ואינם ייעוץ פיננסי, פנסיוני, מס או משפטי. לפני החלטה פנה לבעל רישיון.
עובדות מחושבות
- נכסים מנוהלים ב-07/2026: 157 מיליון ש"ח, מקום 19 מתוך 53 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 39.84%, מקום 15 מתוך 46 בקטגוריה; ל-3 שנים: 38.17% (מקום 11 מתוך 46).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 13,984 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 18,463 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.85% לשנה (מקום 47 מתוך 53 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-15,695 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -11.3% בין 12/2021 ל-09/2022.
- סטיית תקן: 6.32; מדד שארפ: 0.86 (מקום 12 מתוך 46); חשיפה למניות 78.6%, לחו"ל 53.2%, למט"ח 28.5%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 20.46% | 11.76% | 13.8% | 6.32% | 13.2% | -7.59% | 23.07% | 11.13% | 8.95% | 4.6% | 1.16% | 3.93% | 6.5% | -1.6% | 11.61% | 4.73% | 12.3% | -10.14% | 9.38% | 12.05% | 15.3% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2025.
דירוג בקטגוריה מרכזית לפיצויים (07/2026)
דירוג לפי הנתון בלבד, מתוך 53 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 157 | 19 / 53 |
| דמי ניהול מצבירה (נמוך = 1) | 0.85% | 47 / 53 |
| תשואה מתחילת השנה | 5.22% | 12 / 46 |
| תשואה 3 שנים | 38.17% | 11 / 46 |
| תשואה 5 שנים | 39.84% | 15 / 46 |
| מדד שארפ | 0.86 | 12 / 46 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- מנורה מרכזית לפיצויים כללי 157 מ' ש"ח
- הפניקס מרכזית לפיצויים עד 15% מניות 133 מ' ש"ח
- הראל קמ"פ אג"ח עד 15% מניות 131 מ' ש"ח
- כלל ברזל - קופה מרכזית לפיצויים 200 מ' ש"ח
- מקפת תקציבית 102 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.54% | 5.22% | 156.6 | 0 | 0.1 | 0.5 | 0.85% | 78.6% | 53.2% |
| 06/2026 | -0.83% | 5.79% | 157.2 | 0 | 1.8 | 0 | 0.85% | 77.9% | 52.3% |
| 05/2026 | 2.21% | 6.68% | 160.4 | 0 | 0.1 | 0.4 | 0.85% | 79.5% | 51.2% |
| 04/2026 | 4.1% | 4.37% | 156.8 | 0 | 0 | -0.3 | 0.85% | 78.6% | 50.3% |
| 03/2026 | -2.55% | 0.26% | 150.9 | 0 | 0 | -0.9 | 0.85% | 74.7% | 49.2% |
| 02/2026 | 0.49% | 2.88% | 155.8 | 0 | 0.1 | 20.7 | 0.85% | 76.7% | 49.7% |
| 01/2026 | 2.38% | 2.38% | 134.9 | 0 | 0.2 | 0.4 | 0.85% | 66.2% | 42.7% |
| 12/2025 | 1% | 15.3% | 131.6 | 0 | 0.1 | 0 | 0.86% | 65.2% | 43.4% |
| 11/2025 | 0.98% | 14.16% | 130.5 | 0 | 0.1 | 0 | 0.86% | 64.1% | 43.9% |
| 10/2025 | 1.55% | 13.05% | 129.5 | 0 | 0 | 0 | 0.86% | 62.4% | 42.6% |
| 09/2025 | 2.27% | 11.32% | 127.6 | 0 | 0.2 | 0.2 | 0.86% | 59.8% | 41.6% |
| 08/2025 | 0.89% | 8.85% | 125.1 | 0 | 0.2 | 0 | 0.86% | 56.8% | 40.3% |
| 07/2025 | 0.86% | 7.89% | 124.3 | 0 | 0 | 0.7 | 0.86% | 56.7% | 40% |
| 06/2025 | 3.75% | 6.97% | 122.6 | 0 | 0.1 | 0 | 0.86% | 58.8% | 41.5% |
| 05/2025 | 2.01% | 3.1% | 118.4 | 0 | 0.6 | 1.7 | 0.86% | 54% | 41.8% |
| 04/2025 | 1.13% | 1.07% | 115 | 0 | 0.3 | 0 | 0.86% | 52.3% | 41.4% |
| 03/2025 | -1.28% | -0.06% | 114.1 | 0 | 0.1 | 0 | 0.86% | 51% | 41.4% |
| 02/2025 | -0.06% | 1.24% | 115.8 | 0 | 0.9 | 0 | 0.86% | 53.1% | 41.1% |
| 01/2025 | 1.3% | 1.3% | 116.8 | 0 | 0.1 | -0.3 | 0.86% | 53.6% | 41.6% |
| 12/2024 | 0.83% | 12.05% | 115.8 | 0 | 0.5 | -0.4 | 0.84% | 52.9% | 41.3% |
| 11/2024 | 1.91% | 11.12% | 115.9 | 0 | 0.1 | -1.1 | 0.84% | 52.5% | 42% |
| 10/2024 | 0.24% | 9.04% | 114.9 | 0 | 0.7 | 0.5 | 0.84% | 50.1% | 40.4% |
| 09/2024 | 1.67% | 8.78% | 115 | 0 | 0.3 | -0.2 | 0.84% | 50.5% | 41.2% |
| 08/2024 | 1.23% | 6.99% | 113.6 | 0 | 0.4 | -0.5 | 0.84% | 50.5% | 41.4% |
| 07/2024 | 1.46% | 5.69% | 113.2 | 0 | 0.1 | -1 | 0.84% | 50.6% | 42.4% |
| 06/2024 | 0.71% | 4.17% | 112.8 | 0 | 0.1 | 0 | 0.84% | 49.9% | 41.5% |
| 05/2024 | 0.8% | 3.44% | 112.2 | 0 | 0.3 | -0.5 | 0.84% | 48.6% | 39.2% |
| 04/2024 | -1.61% | 2.62% | 112.1 | 0 | 0 | 1.4 | 0.84% | 48.4% | 38.1% |
| 03/2024 | 2.15% | 4.3% | 112.6 | 0 | 0.4 | -0.3 | 0.84% | 50.3% | 38.2% |
| 02/2024 | 2.03% | 2.1% | 110.9 | 0 | 0.2 | 0.2 | 0.84% | 48.3% | 36.5% |
| 01/2024 | 0.07% | 0.07% | 108.7 | 0 | 4.8 | 0.7 | 0.84% | 46.1% | 35.2% |
| 12/2023 | 2.73% | 9.38% | 112.8 | 0 | 0.3 | 0 | 0.82% | 47.6% | 36.3% |
| 11/2023 | 3.6% | 6.47% | 110.2 | 0 | 0.4 | 0.4 | 0.82% | 45% | 35.3% |
| 10/2023 | -2.97% | 2.77% | 106.4 | 0 | 1.1 | 0 | 0.82% | 43.3% | 34.6% |
| 09/2023 | -1.43% | 5.92% | 110.9 | 0 | 0.1 | -1 | 0.82% | 46.9% | 38.4% |
| 08/2023 | -0.14% | 7.46% | 113.7 | 0 | 0.4 | -0.1 | 0.82% | 47.7% | 38.6% |
| 07/2023 | 2.61% | 7.61% | 114.4 | 0 | 0.1 | 0 | 0.82% | 47.9% | 37.8% |
| 06/2023 | 1.69% | 4.87% | 111.7 | 0 | 0.1 | -0.1 | 0.82% | 46.4% | 36.1% |
| 05/2023 | 0.75% | 3.13% | 110.1 | 0 | 0.3 | 0.1 | 0.82% | 45.8% | 35.9% |
| 04/2023 | 1.67% | 2.36% | 109.6 | 0 | 0.2 | -1.5 | 0.82% | 45.7% | 35.9% |
| 03/2023 | 0.41% | 0.68% | 109.6 | 0 | 0.8 | 2.2 | 0.82% | 45.5% | 36.9% |
| 02/2023 | -2.17% | 0.27% | 107.9 | 0 | 0.2 | 0 | 0.82% | 44.9% | 37.3% |
| 01/2023 | 2.49% | 2.49% | 110.5 | 0 | 0.8 | 1.2 | 0.82% | 45.7% | 37.7% |
| 12/2022 | -1.79% | -10.14% | 107.5 | 0 | 0.7 | 1.7 | 0.83% | 45% | 37.7% |
| 11/2022 | 0.91% | -8.5% | 108.5 | 0 | 0.3 | -0.4 | 0.83% | 47% | 38.3% |
| 10/2022 | 2.2% | -9.32% | 108.2 | 0 | 0.5 | -1.2 | 0.83% | 46.2% | 37% |
| 09/2022 | -4.28% | -11.28% | 107.7 | 0 | 0.3 | -0.9 | 0.83% | 45.6% | 36.2% |
| 08/2022 | -1.49% | -7.31% | 113.8 | 0 | 0.6 | -3.5 | 0.83% | 50.8% | 38.8% |
| 07/2022 | 3.12% | -5.91% | 119.8 | 0 | 0.2 | 0.6 | 0.83% | 52.6% | 41.6% |
| 06/2022 | -2.1% | -8.75% | 115.8 | 0 | 0.6 | 1.4 | 0.83% | 49.8% | 40.1% |
| 05/2022 | -2.77% | -6.8% | 117.4 | 0 | 0.2 | 0.6 | 0.83% | 51.8% | 41.7% |
| 04/2022 | -1.54% | -4.14% | 120.4 | 0 | 0.2 | -0.4 | 0.83% | 52.2% | 41.1% |
| 03/2022 | 0.3% | -2.64% | 123 | 0 | 0.6 | -0.1 | 0.83% | 55.1% | 43.2% |
| 02/2022 | -0.84% | -2.93% | 123.5 | 0 | 0.8 | -3.2 | 0.83% | 58.7% | 46.7% |
| 01/2022 | -2.11% | -2.11% | 128.6 | 0 | 0.2 | 0 | 0.83% | 59.7% | 47.9% |
| 12/2021 | 1.68% | 12.3% | 131.6 | 0 | 1.1 | -0.6 | 0.84% | 59.9% | 48.5% |
| 11/2021 | -0.04% | 10.44% | 131.2 | 0 | 0.1 | -0.9 | 0.84% | 59.5% | 48.3% |
| 10/2021 | 2.14% | 10.49% | 132.3 | 0 | 0.2 | 0 | 0.84% | 58.7% | 48.3% |
| 09/2021 | -0.61% | 8.17% | 129.8 | 0 | 0 | 0.4 | 0.84% | 58.3% | 47.7% |
| 08/2021 | 1.44% | 8.84% | 130.4 | 0 | 0.3 | 0.1 | 0.84% | 59% | 48.8% |
| 07/2021 | 0.59% | 7.29% | 128.9 | 0 | 0.4 | 0 | 0.84% | 57.4% | 48.1% |
| 06/2021 | 0.57% | 6.66% | 128.6 | 0 | 1.1 | -2 | 0.84% | 57.3% | 48.4% |
| 05/2021 | 1.16% | 6.06% | 131 | 0 | 0.6 | -0.9 | 0.84% | 56.8% | 48.3% |
| 04/2021 | 1.57% | 4.84% | 131.1 | 0 | 0.2 | 1.6 | 0.84% | 55.6% | 47.2% |
| 03/2021 | 1.69% | 3.22% | 127.7 | 0 | 0.6 | 0.4 | 0.84% | 54.1% | 46.1% |
| 02/2021 | 0.45% | 1.5% | 125.8 | 0 | 2 | 0.7 | 0.84% | 53.3% | 45.4% |
| 01/2021 | 1.05% | 1.05% | 126.6 | 0 | 0.8 | 0.2 | 0.84% | 51.1% | 43.8% |
| 12/2020 | 1.64% | 4.73% | 126 | 0 | 1.6 | -2.8 | 0.86% | 52.8% | 46.1% |
| 11/2020 | 4.35% | 3.04% | 128.4 | 0 | 0.9 | 0.8 | 0.86% | 50.8% | 44.2% |
| 10/2020 | 0.25% | -1.25% | 123.3 | -0.1 | 1.1 | -0.9 | 0.86% | 47.3% | 44.8% |
| 09/2020 | -1.55% | -1.5% | 125.2 | 0.1 | 0.4 | -0 | 0.86% | 46.2% | 44.8% |
| 08/2020 | 2.31% | 0.05% | 127.6 | 0 | 0.6 | -0.5 | 0.86% | 49.9% | 46.4% |
| 07/2020 | 2.75% | -2.21% | 125.8 | 0 | 1.7 | -0.3 | 0.86% | 48.7% | 44.9% |
| 06/2020 | -0.33% | -4.83% | 124.5 | 0 | 1.7 | -0.1 | 0.86% | 46.3% | 42.9% |
| 05/2020 | 1.85% | -4.51% | 126.8 | -0 | 0.9 | -0.1 | 0.86% | 45.8% | 42.7% |
| 04/2020 | 5.07% | -6.25% | 125.6 | 0 | 0.3 | 0 | 0.86% | 44.2% | 39.5% |
| 03/2020 | -8.82% | -10.77% | 119.9 | 0 | 1.7 | 0.7 | 0.86% | 41.3% | 37.8% |
| 02/2020 | -2.45% | -2.14% | 132.7 | 0 | 0.6 | -1.1 | 0.86% | 48.1% | 42.4% |
| 01/2020 | 0.32% | 0.32% | 137.8 | 0 | 2.3 | -0.3 | 0.86% | 51.4% | 44.4% |
| 12/2019 | 0.78% | 11.61% | 140 | 0 | 0.7 | 0.3 | 0.85% | 55% | 48.5% |
| 11/2019 | 0.87% | 10.75% | 139.3 | 0 | 1.2 | -0.3 | 0.85% | 52.6% | 47.3% |
| 10/2019 | 1.25% | 9.79% | 139.7 | 0 | 0.6 | -0.4 | 0.85% | 52.2% | 49.4% |
| 09/2019 | 1.08% | 8.44% | 139.1 | 0 | 0.8 | -0.5 | 0.85% | 48.3% | 45.1% |
| 08/2019 | -0.37% | 7.28% | 139 | 0 | 0.6 | -0.2 | 0.85% | 46.7% | 46.1% |
| 07/2019 | 0.55% | 7.68% | 140.4 | 0 | 0.3 | -3.3 | 0.85% | 46.9% | 46.4% |
| 06/2019 | 1.87% | 7.09% | 143.3 | 0 | 0.6 | -0.6 | 0.85% | 48.2% | 47.7% |
| 05/2019 | -1.11% | 5.12% | 141.9 | 0 | 1 | 0 | 0.85% | 47.3% | 47.2% |
| 04/2019 | 1.37% | 6.3% | 144.6 | 0 | 1.5 | -1.7 | 0.85% | 49.5% | 49.1% |
| 03/2019 | 0.93% | 4.87% | 145.9 | 0 | 0.8 | -2.5 | 0.85% | 49.2% | 50.2% |
| 02/2019 | 1.04% | 3.9% | 148 | 0 | 0.6 | -0.1 | 0.85% | 49% | 49.2% |
| 01/2019 | 2.83% | 2.83% | 147.2 | 0 | 1.6 | -1.5 | 0.85% | 51.3% | 51.8% |
| 12/2018 | -2.78% | -1.6% | 146.3 | 0 | 1.1 | -2.5 | 0.84% | 51.9% | 52.7% |
| 11/2018 | 0.31% | 1.22% | 154.2 | 0 | 2 | -0.5 | 0.84% | 56.7% | 56.3% |
| 10/2018 | -1.84% | 0.9% | 156.4 | 0 | 0.9 | -14.7 | 0.84% | 56.1% | 58% |
| 09/2018 | 0.18% | 2.79% | 175.2 | 0 | 0.5 | -0.8 | 0.84% | 61% | 63.2% |
| 08/2018 | 0.73% | 2.61% | 176.3 | 0 | 1.7 | -0.1 | 0.84% | 63% | 64.9% |
| 07/2018 | 1.46% | 1.87% | 177 | 0 | 1.3 | -0.2 | 0.84% | 63% | 66% |
| 06/2018 | -0.04% | 0.4% | 176 | -0 | 0.8 | 0.2 | 0.84% | 62.9% | 66.1% |
| 05/2018 | 0.25% | 0.44% | 176.8 | 0 | 3.4 | -1.3 | 0.84% | 67.1% | 67.2% |
| 04/2018 | 0.89% | 0.19% | 181.1 | 0 | 1.2 | 0.7 | 0.84% | 69.6% | 71.1% |
| 03/2018 | -0.66% | -0.69% | 180.1 | -2.8 | 3.1 | 3.2 | 0.84% | 66.1% | 67.6% |
| 02/2018 | -1.23% | -0.03% | 184.2 | 2.6 | 1.2 | 1.8 | 0.84% | 64% | 64.3% |
| 01/2018 | 1.21% | 1.21% | 183.4 | 0.3 | 2.7 | -0 | 0.84% | 62.4% | 59.3% |
| 12/2017 | 0.48% | 6.5% | 183.8 | 0 | 1.5 | -0.2 | 0.86% | 61.6% | 58.5% |
| 11/2017 | 0.58% | 5.99% | 184.7 | 0 | 1 | 3.5 | 0.86% | 60.1% | 57.6% |
| 10/2017 | 1.03% | 5.38% | 181.3 | 0 | 0.6 | 1.1 | 0.86% | 59.4% | 56.3% |
| 09/2017 | 0.15% | 4.31% | 179 | 0 | 0.7 | 0.5 | 0.86% | 61.2% | 56.9% |
| 08/2017 | 0.24% | 4.15% | 179 | 0 | 1.5 | 1.4 | 0.86% | 61.3% | 57.1% |
| 07/2017 | 1.19% | 3.9% | 178.8 | 0 | 1.4 | 5.1 | 0.86% | 62.1% | 57.1% |
| 06/2017 | -0.75% | 2.68% | 173.1 | -0.5 | 0.9 | 3.7 | 0.86% | 58.5% | 52.9% |
| 05/2017 | 1.05% | 3.45% | 172.3 | 0.2 | 0.8 | 1.2 | 0.86% | 59.2% | 54.2% |
| 04/2017 | 1.06% | 2.38% | 170 | 0.3 | 0.9 | 0 | 0.86% | 59.1% | 54% |
| 03/2017 | 0.39% | 1.31% | 168.9 | 0 | 1.1 | -1 | 0.86% | 56.3% | 52.3% |
| 02/2017 | 0.42% | 0.91% | 170.5 | -0.3 | 0.9 | 0.1 | 0.86% | 57.4% | 53.9% |
| 01/2017 | 0.49% | 0.49% | 170.9 | 0.3 | 0.6 | 0.2 | 0.86% | 57.9% | 53.5% |
| 12/2016 | 0.78% | 3.93% | 170.3 | 0 | 4.3 | 0.8 | 0.88% | 58.8% | 55.5% |
| 11/2016 | 0.03% | 3.12% | 172.7 | 0 | 1.1 | -0 | 0.88% | 57.7% | 55.3% |
| 10/2016 | 0.29% | 3.09% | 173.9 | 0 | 0.5 | -0.6 | 0.88% | 57% | 55.1% |
| 09/2016 | -0.71% | 2.79% | 174.6 | 0 | 0.4 | 0.9 | 0.88% | 58.1% | 55.6% |
| 08/2016 | 0.07% | 3.53% | 175.4 | 0 | 1.1 | -2.1 | 0.88% | 59.4% | 55.9% |
| 07/2016 | 1.89% | 3.46% | 178.7 | 0 | 0.6 | -0.2 | 0.88% | 59.3% | 56.7% |
| 06/2016 | -0.06% | 1.54% | 176.2 | 0 | 0.7 | 0 | 0.88% | 55% | 55.7% |
| 05/2016 | 0.54% | 1.6% | 177.2 | 0 | 1.1 | 0.7 | 0.88% | 58.2% | 59.8% |
| 04/2016 | 1.13% | 1.05% | 176.8 | 0 | 1.1 | -4.2 | 0.88% | 56.7% | 60% |
| 03/2016 | 1.49% | -0.08% | 180.2 | 0 | 0.4 | 0 | 0.88% | 60% | 62.1% |
| 02/2016 | -0.63% | -1.54% | 178.1 | 0 | 1.1 | 0.1 | 0.88% | 60.6% | 62.9% |
| 01/2016 | -0.92% | -0.92% | 180.2 | 0 | 1.5 | -1.8 | 0.88% | 64.1% | 65.8% |
| 12/2015 | -0.89% | 1.16% | 185.4 | 0 | 0.2 | -1.6 | 0.91% | 57.3% | 61.1% |
| 11/2015 | -0.21% | 2.07% | 189 | 0 | 1.2 | 0.4 | 0.91% | 59.7% | 61.7% |
| 10/2015 | 2.32% | 2.29% | 190.4 | 0 | 0.5 | -1 | 0.91% | 61.6% | 62% |
| 09/2015 | -1.72% | -0.03% | 187.6 | 0 | 0.8 | -0.4 | 0.91% | 59.9% | 62.9% |
| 08/2015 | -1.57% | 1.72% | 192.3 | 0 | 0.5 | -0.8 | 0.91% | 63% | 65% |
| 07/2015 | 1.42% | 3.34% | 196.8 | 0 | 0.8 | -24.6 | 0.91% | 66% | 68.9% |
| 06/2015 | -2.77% | 1.89% | 219.1 | 0 | 0.7 | 0.5 | 0.91% | 72.6% | 71.7% |
| 05/2015 | 0.48% | 4.79% | 225.7 | 0 | 1 | -0.7 | 0.91% | 75.8% | 73.4% |
| 04/2015 | 0.56% | 4.29% | 226.4 | 0 | 0.2 | 0.2 | 0.91% | 74.6% | 79.6% |
| 03/2015 | 0.43% | 3.71% | 225.3 | -2 | 0.3 | 1.6 | 0.91% | 76.6% | 75.2% |
| 02/2015 | 2.46% | 3.27% | 225.2 | 0 | 1.5 | -1 | 0.91% | 77.1% | 75.2% |
| 01/2015 | 0.79% | 0.79% | 220.5 | 0 | 0.9 | 1.3 | 0.91% | 74.5% | 69.3% |
| 12/2014 | -1.37% | 4.6% | 218.5 | 0 | 1.5 | -0.1 | 0.97% | 74.2% | 75.5% |
| 11/2014 | 1.42% | 6.05% | 223.3 | 0 | 1.2 | 0 | 0.97% | 78.3% | 81.4% |
| 10/2014 | -0.14% | 4.57% | 221.4 | 0 | 0.4 | -12.4 | 0.97% | 79.6% | 83.3% |
| 09/2014 | 0.13% | 4.71% | 234.7 | 0 | 0.9 | 0 | 0.97% | 80.9% | 74.1% |
| 08/2014 | 1.82% | 4.58% | 235.4 | 0 | 1.1 | -1 | 0.97% | 80.9% | 75.1% |
| 07/2014 | -0.42% | 2.71% | 233.5 | 0 | 1.1 | 0.5 | 0.97% | 70.6% | 71.3% |
| 06/2014 | 0.1% | 3.14% | 235.1 | 0 | 1.1 | -0.4 | 0.97% | 69.6% | 74% |
| 05/2014 | 0.89% | 3.04% | 236.6 | 0 | 0.4 | 1.2 | 0.97% | 68.3% | 68.8% |
| 04/2014 | -0.07% | 2.13% | 233.9 | 0 | 1.4 | -0.3 | 0.97% | 68% | 68.6% |
| 03/2014 | 0.68% | 2.2% | 235.8 | 0 | 1.8 | 2 | 0.97% | 68.1% | 68.5% |
| 02/2014 | 1.96% | 1.51% | 234.2 | 0 | 0.7 | -1.2 | 0.97% | 68.1% | 71.9% |
| 01/2014 | -0.44% | -0.44% | 231.8 | 0 | 1.2 | 0.1 | 0.97% | 60% | 63.9% |
| 12/2013 | 0.17% | 8.95% | 234.1 | 0 | 1.2 | 0.6 | 0.92% | 60.8% | 63.9% |
| 11/2013 | 1.41% | 8.77% | 234.4 | 0 | 1.3 | 0.5 | 0.92% | 60.5% | 64.8% |
| 10/2013 | 1.19% | 7.25% | 232.2 | 0 | 1.3 | 0.7 | 0.92% | 59.3% | 64.1% |
| 09/2013 | 1.85% | 5.99% | 220.4 | 0 | 0.5 | -0.3 | 0.92% | 56.9% | 59.8% |
| 08/2013 | -0.42% | 4.07% | 217.4 | -0 | 0.7 | -2 | 0.92% | 58.1% | 58.8% |
| 07/2013 | 1.63% | 4.51% | 221.3 | -3.9 | 1.4 | 3.9 | 0.92% | 58.1% | 57.8% |
| 06/2013 | -1.34% | 2.83% | 219.3 | 3.9 | 0.6 | -0 | 0.92% | 59.9% | 58.4% |
| 05/2013 | 1.41% | 4.23% | 219.1 | 0 | 1.3 | 2.4 | 0.92% | 61.4% | 60% |
| 04/2013 | 0.71% | 2.78% | 215.2 | 0 | 0.9 | 0.2 | 0.92% | 62.9% | 63.2% |
| 03/2013 | 0.47% | 2.05% | 214.6 | -0.5 | 1.2 | 0 | 0.92% | 63.7% | 63.6% |
| 02/2013 | 0.68% | 1.58% | 215.4 | 0.5 | 1.3 | 0.1 | 0.92% | 61.8% | 61.6% |
| 01/2013 | 0.89% | 0.89% | 214.8 | 0 | 0.6 | 0.7 | 0.92% | 59.8% | 61.5% |
| 12/2012 | 0.51% | 10.14% | 213 | 0 | 1.1 | -1.3 | 1.14% | 56.9% | 59.4% |
| 11/2012 | 0.77% | 9.58% | 214.4 | 0 | 1 | 2 | 1.14% | 55.4% | 57.7% |
| 10/2012 | 1.05% | 8.75% | 212.1 | 0 | 1.9 | 0.3 | 1.14% | 55.6% | 50.3% |
| 12/2010 | 2.32% | 11.13% | 178.9 | 3.9 | 1.3 | -1 | 1.27% | 63.4% | 54.3% |
| 11/2010 | -0.91% | 8.61% | 173.4 | 0.2 | 0.6 | -1.3 | 1.27% | 67% | 46.2% |
| 10/2010 | 2.31% | 9.6% | 177 | 0.2 | 0.9 | -0.4 | 1.27% | 65.2% | 53.7% |
| 09/2010 | 3.12% | 7.13% | 174.3 | 0.2 | 0.5 | 0.5 | 1.27% | 62.4% | 44.1% |
| 08/2010 | 0.88% | 3.89% | 169 | 0.2 | 1.8 | 1.3 | 1.27% | 60.1% | 39% |
| 07/2010 | 2.39% | 2.98% | 168 | 0.2 | 0.8 | 2.1 | 1.27% | 61.4% | 38.8% |
| 06/2010 | 0.49% | 0.58% | 163.4 | 0.2 | 3 | 2.8 | 1.27% | 57.1% | 35.4% |
| 05/2010 | -2.82% | 0.09% | 162.1 | 0.1 | 0.5 | -0.1 | 1.27% | 61% | 39% |
| 04/2010 | -0.66% | 2.99% | 167.4 | 0.1 | 0.9 | 1.1 | 1.27% | 62.9% | 38.7% |
| 03/2010 | 2.44% | 3.68% | 168.4 | 0 | 1.3 | 2.9 | 1.27% | 55.5% | 34.6% |
| 02/2010 | 1.47% | 1.21% | 163 | 0.2 | 0.5 | 4.7 | 1.27% | 57.4% | 32.6% |
| 01/2010 | -0.26% | -0.26% | 156.4 | 1.5 | 0.5 | 8.4 | 1.27% | 51.7% | 31.4% |
| 12/2009 | 0.65% | 23.07% | 147.5 | 3.5 | 0.5 | 1.8 | 1.14% | 49.8% | 28.6% |
| 11/2009 | 3.01% | 22.28% | 142 | 0.2 | 1.8 | 2.5 | 1.14% | 48.6% | 30.9% |
| 10/2009 | 0.76% | 18.71% | 137.2 | 0.2 | 0.4 | 0.4 | 1.14% | 43.4% | 29.2% |
| 09/2009 | 2.4% | 17.81% | 136.3 | 0.2 | 1.3 | 1.1 | 1.14% | 53% | 26.9% |
| 08/2009 | 1.49% | 15.05% | 133.2 | 0 | 0.8 | 0.9 | 1.14% | 35.5% | 20.5% |
| 07/2009 | 1.97% | 13.36% | 131.3 | 0.3 | 1.1 | 1.8 | 1.14% | 30.3% | 14.8% |
| 06/2009 | 2.53% | 11.17% | 127.5 | 0.2 | 0.9 | 20 | 1.14% | 24.8% | 9.6% |
| 05/2009 | 0.27% | 8.43% | 105.7 | 0.1 | 0.5 | 9.1 | 1.14% | 19.9% | 7.3% |
| 04/2009 | 1.99% | 8.14% | 96.9 | 0.3 | 0.5 | 1.2 | 1.14% | 14.2% | 5.8% |
| 03/2009 | 3.51% | 6.03% | 94.1 | 0.1 | 0.7 | 6.8 | 1.14% | 13% | 5.2% |
| 02/2009 | 0.53% | 2.43% | 84.8 | 0 | 0.7 | 4.5 | 1.14% | 9.3% | 3.8% |
| 01/2009 | 1.89% | 1.89% | 80.2 | 1.2 | 0.6 | 4.1 | 1.14% | 9.6% | 4% |
| 12/2008 | 2.36% | -7.59% | 74.6 | 2 | 0.7 | 5 | 1% | 10.1% | 4% |
| 11/2008 | 0.36% | -9.72% | 66.7 | 0.2 | 0.2 | 2.7 | 1% | 9.9% | 4.5% |
| 10/2008 | -6.1% | -10.05% | 63.8 | 0.1 | 0.3 | 1.5 | 1% | 10.6% | 4.5% |
| 09/2008 | -3.66% | -4.2% | 66.9 | 0.1 | 0.3 | 3.2 | 1% | 12.6% | 7.3% |
| 08/2008 | -0.15% | -0.56% | 66.6 | 0.4 | 0.6 | 19.2 | 1% | 12.6% | 7.3% |
| 07/2008 | -0.5% | -0.42% | 47.5 | 0.1 | 0.2 | 11.5 | 1% | 6.3% | 5.8% |
| 06/2008 | -0.01% | 0.09% | 37 | 0.1 | 0.9 | 7.6 | 1% | 5.3% | 5% |
| 05/2008 | 1.1% | 0.1% | 29.5 | 0.2 | 0.3 | 6.7 | 1% | 5.4% | 5.1% |
| 04/2008 | 1.64% | -0.99% | 22.7 | 0.2 | 0.1 | 7.7 | 1% | 3.4% | 2.2% |
| 03/2008 | -2.25% | -2.59% | 14.7 | 0.1 | 0 | 1.2 | 1% | 2.8% | 2% |
| 02/2008 | 1.56% | -0.35% | 13.8 | 1 | 0 | 1.4 | 1% | 3.1% | 1.7% |
| 01/2008 | -1.88% | -1.88% | 11.2 | 2.8 | 0.1 | 0 | 1% | 2.5% | 1.5% |
| 12/2007 | 0.13% | 13.2% | 8.7 | 1.4 | 0 | 0 | 0.97% | - | - |
| 11/2007 | -1.39% | 13.06% | 7.3 | 0.2 | 0.1 | 0 | 0.97% | - | - |
| 10/2007 | 2.91% | 14.65% | 7.4 | 0.1 | 0 | 0 | 0.97% | - | - |
| 09/2007 | 2.62% | 11.41% | 7.1 | 0.1 | 0 | 0 | 0.97% | - | - |
| 08/2007 | -2.8% | 8.56% | 6.9 | 0.1 | 0 | 0 | 0.97% | - | - |
| 07/2007 | -0.92% | 11.69% | 7 | 0.1 | 0 | 0 | 0.97% | - | - |
| 06/2007 | 0.47% | 12.73% | 7 | 0.1 | 0 | 0 | 0.97% | - | - |
| 05/2007 | 2.89% | 12.2% | 6.9 | 0.2 | 0.1 | 0 | 0.97% | - | - |
| 04/2007 | 3.71% | 9.05% | 6.5 | 0.1 | 0.1 | 0 | 0.97% | - | - |
| 03/2007 | 0.97% | 5.15% | 6.3 | 0.1 | 0.4 | -0.5 | 0.97% | - | - |
| 02/2007 | 0.91% | 4.14% | 7.1 | 0.1 | 0.1 | 0 | 0.97% | - | - |
| 01/2007 | 3.2% | 3.2% | 7.1 | 0.5 | 0.1 | 0 | 0.97% | - | - |
| 12/2006 | -0.61% | 6.32% | 6.5 | 0.4 | 0.1 | 0 | 0.95% | - | - |
| 11/2006 | 1.12% | 6.97% | 6.2 | 0.1 | 0 | 0 | 0.95% | - | - |
| 10/2006 | 2.38% | 5.78% | 6 | 0.1 | 0 | 0 | 0.95% | - | - |
| 09/2006 | 0.6% | 3.32% | 5.8 | 0.1 | 0.1 | 0 | 0.95% | - | - |
| 08/2006 | 0.88% | 2.71% | 5.8 | 0.1 | 0 | 0 | 0.95% | - | - |
| 07/2006 | 0.79% | 1.81% | 5.6 | 0.1 | 0 | 0 | 0.95% | - | - |
| 06/2006 | -2.51% | 1.01% | 5.4 | 0.1 | 0.1 | 0 | 0.95% | - | - |
| 05/2006 | -0.55% | 3.62% | 5.6 | 0.1 | 0.1 | 0 | 0.95% | - | - |
| 04/2006 | 1.56% | 4.19% | 5.6 | 0.1 | 0.1 | 0.5 | 0.95% | - | - |
| 03/2006 | 0.15% | 2.59% | 5 | 0.1 | 0 | 0 | 0.95% | - | - |
| 02/2006 | 0.19% | 2.43% | 4.9 | 0.1 | 0 | 0 | 0.95% | - | - |
| 01/2006 | 2.24% | 2.24% | 4.9 | 0 | 0.1 | -0.2 | 0.95% | - | - |
| 12/2005 | 1.26% | 13.8% | 5.1 | 0.5 | 0.1 | 0 | 1% | - | - |
| 11/2005 | -0.06% | 12.39% | 4.5 | 0.1 | 0 | 0 | 1% | - | - |
| 10/2005 | 0.28% | 12.46% | 4.5 | 0.1 | 0 | 0 | 1% | - | - |
| 09/2005 | 2.27% | 12.14% | 4.4 | 0.1 | 0 | 0 | 1% | - | - |
| 08/2005 | 1.95% | 9.65% | 4.3 | 0.1 | 0 | 0 | 1% | - | - |
| 07/2005 | 1.99% | 7.56% | 4.1 | 0.1 | 0 | 0 | 1% | - | - |
| 06/2005 | -1.1% | 5.46% | 4 | 0.4 | 0 | 0 | 1% | - | - |
| 05/2005 | 1.52% | 6.63% | 3.6 | 0 | 0 | 0 | 1% | - | - |
| 04/2005 | 1.73% | 5.03% | 3.5 | 0.7 | 0.1 | 0 | 1% | - | - |
| 03/2005 | -0.37% | 3.25% | 2.8 | 0.5 | 0.4 | 0 | 1% | - | - |
| 02/2005 | 1.34% | 3.63% | 2.7 | 0.1 | 0.7 | 0 | 1% | - | - |
| 01/2005 | 2.26% | 2.26% | 3.3 | 0.4 | 0 | 0 | 1% | - | - |
| 12/2004 | 2.9% | 11.76% | 2.9 | 0.1 | 0 | 0 | 1% | - | - |
| 11/2004 | 1.85% | 8.61% | 2.8 | 0 | 0 | 0 | 1% | - | - |
| 10/2004 | -0.27% | 6.63% | 2.7 | 0 | 0 | 0 | 1% | - | - |
| 09/2004 | 1.33% | 6.92% | 2.7 | 0.1 | 0 | 0 | 1% | - | - |
| 08/2004 | 0.19% | 5.52% | 2.6 | 0.1 | 0 | 0 | 1% | - | - |
| 07/2004 | -0.21% | 5.32% | 2.5 | 0.4 | 0 | 0 | 1% | - | - |
| 06/2004 | 1.4% | 5.54% | 2.2 | 0.1 | 0.2 | 0 | 1% | - | - |
| 05/2004 | 0.59% | 4.08% | 2.2 | 0 | 0 | 0 | 1% | - | - |
| 04/2004 | 0.7% | 3.47% | 2.2 | 0 | 0 | 0 | 1% | - | - |
| 03/2004 | 0.85% | 2.75% | 2.2 | 0.1 | 0 | 0 | 1% | - | - |
| 02/2004 | 0.69% | 1.89% | 2.1 | 0.4 | 0 | 0 | 1% | - | - |
| 01/2004 | 1.19% | 1.19% | 1.7 | 0.1 | 0.1 | 0 | 1% | - | - |
| 12/2003 | 1.38% | 20.46% | 1.7 | 0.2 | 0 | 0 | 0% | - | - |
| 11/2003 | 2% | 18.82% | 1.5 | 0.1 | 0 | 0 | 0% | - | - |
| 10/2003 | 1.92% | 16.49% | 1.4 | 0 | 0.1 | 0 | 0% | - | - |
| 09/2003 | 1.93% | 14.3% | 1.4 | 0 | 0 | 0 | 0% | - | - |
| 08/2003 | 0.03% | 12.13% | 1.3 | 0 | 0.1 | 0 | 0% | - | - |
| 07/2003 | -1% | 12.1% | 1.4 | 0.1 | 0 | 0 | 0% | - | - |
| 06/2003 | 2.8% | 13.23% | 1.4 | 0 | 0 | 0 | 0% | - | - |
| 05/2003 | 2.03% | 10.15% | 1.3 | 0.1 | 0 | 0 | 0% | - | - |
| 04/2003 | 3.47% | 7.95% | 1.2 | 0.5 | 0 | 0 | 0% | - | - |
| 03/2003 | 2.86% | 4.33% | 0.6 | 0.2 | 0 | 0 | 0% | - | - |
| 02/2003 | 1.17% | 1.43% | 0.4 | 0.1 | 0 | 0 | 0% | - | - |
| 01/2003 | 0.26% | 0.26% | 0.4 | 0 | 0 | 0 | 0% | - | - |
| 12/2002 | 0.2% | - | 0.3 | 0.3 | 0 | 0 | - | - | - |
| 11/2002 | 2.55% | - | 0 | 0 | 0 | 0 | - | - | - |
| 10/2002 | 2.24% | - | 0 | 0 | 0 | 0 | - | - | - |
| 09/2002 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 08/2002 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 07/2002 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 06/2002 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 05/2002 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 04/2002 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 03/2002 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 02/2002 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 01/2002 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 12/2001 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 11/2001 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 10/2001 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 09/2001 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 08/2001 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 07/2001 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 06/2001 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 05/2001 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 04/2001 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 03/2001 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 02/2001 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 01/2001 | - | - | 0 | 0 | 0 | 0 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של מגדל-קופ"ג מרכזית לפיצויים?
ב-07/2026: -0.54% לחודש, 5.22% מתחילת השנה, 38.17% ל-3 שנים ו-39.84% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במגדל-קופ"ג מרכזית לפיצויים?
0.85% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מגדל-קופ"ג מרכזית לפיצויים 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 · 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.