מיטב גמל הלכה: תשואה, דמי ניהול וסיכון
מיטב גמל הלכה מנוהלת על ידי מיטב גמל ופנסיה בע"מ, בסיווג תגמולים ואישית לפיצויים, פעילה מ-2001; 307 חודשי דיווח מ-01/2001 עד 07/2026.
עובדות מחושבות
- נכסים מנוהלים ב-07/2026: 312 מיליון ש"ח, מקום 119 מתוך 250 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 38.33%, מקום 90 מתוך 165 בקטגוריה; ל-3 שנים: 35.37% (מקום 99 מתוך 192).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 13,833 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 17,588 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.59% לשנה (מקום 172 מתוך 239 בקטגוריה, מהנמוך לגבוה), מההפקדות: 0.16%. על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-11,161 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -31.7% בין 05/2007 ל-12/2008.
- סטיית תקן: 6.36; מדד שארפ: 0.8 (מקום 94 מתוך 165); חשיפה למניות 140.7%, לחו"ל 108.1%, למט"ח 55.5%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 10.77% | 10.21% | 13.88% | 8.38% | 3.4% | -28.56% | 42.38% | 12.5% | -3.33% | 9.82% | 9.63% | 5.69% | 0.25% | 2.34% | 5.14% | -1.76% | 11.68% | 2.27% | 12.38% | -10.25% | 9.49% | 11.68% | 14.09% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2025.
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) | 312 | 119 / 250 |
| דמי ניהול מצבירה (נמוך = 1) | 0.59% | 172 / 239 |
| תשואה מתחילת השנה | 5.02% | 108 / 238 |
| תשואה 3 שנים | 35.37% | 99 / 192 |
| תשואה 5 שנים | 38.33% | 90 / 165 |
| מדד שארפ | 0.8 | 94 / 165 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- ילין לפידות קופת גמל מסלול עוקב מדדים גמיש 319 מ' ש"ח
- מיטב גמל עוקב מדדי אג"ח 321 מ' ש"ח
- הראל גמל כספי (שקלי) 299 מ' ש"ח
- הראל גמל- עוקב מדדי מניות 329 מ' ש"ח
- מגדל לתגמולים ולפיצויים מסלול אשראי ואג"ח 294 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.5% | 5.02% | 312 | 1.7 | 0.7 | 7.7 | 0.59% | 140.7% | 108.1% |
| 06/2026 | -0.66% | 5.55% | 305.1 | 0.5 | 0.9 | 2.6 | 0.59% | 140.4% | 106.4% |
| 05/2026 | 2.12% | 6.25% | 305.1 | 2.3 | 0.6 | 3.3 | 0.59% | 138.6% | 97.8% |
| 04/2026 | 3.89% | 4.04% | 294 | 0.3 | 0.9 | 3.3 | 0.59% | 134.9% | 97.6% |
| 03/2026 | -2.7% | 0.15% | 280.6 | 0.9 | 0.4 | 5 | 0.59% | 129.1% | 97.4% |
| 02/2026 | 0.62% | 2.92% | 283 | 0.4 | 0.6 | 0.9 | 0.59% | 133.3% | 100.1% |
| 01/2026 | 2.29% | 2.29% | 280.7 | 0.7 | 0.6 | 2.8 | 0.59% | 131.6% | 98.4% |
| 12/2025 | 0.77% | 14.09% | 271.7 | 0.9 | 0.2 | 1.3 | 0.56% | 128.2% | 98.9% |
| 11/2025 | 0.69% | 13.21% | 267.8 | 0.3 | 1.2 | 1.3 | 0.56% | 121.6% | 79.5% |
| 10/2025 | 1.7% | 12.44% | 265.7 | 0.2 | 1 | 5.1 | 0.56% | 119.9% | 90.2% |
| 09/2025 | 2.18% | 10.56% | 257.1 | 0.7 | 0.7 | 4.6 | 0.56% | 118.6% | 90.3% |
| 08/2025 | 0.88% | 8.2% | 247.2 | 0.3 | 0.6 | 3 | 0.56% | 111.2% | 84.7% |
| 07/2025 | 0.9% | 7.26% | 242.4 | 0.4 | 1.4 | 1.7 | 0.56% | 110.3% | 83.7% |
| 06/2025 | 3.62% | 6.3% | 239.7 | 0.3 | 0.2 | 2.6 | 0.56% | 108.5% | 82.5% |
| 05/2025 | 1.98% | 2.59% | 228.8 | 0.3 | 0.9 | 1.2 | 0.56% | 104% | 82.5% |
| 04/2025 | 1.01% | 0.59% | 224 | 0.2 | 0.5 | 3.6 | 0.56% | 99.3% | 80.7% |
| 03/2025 | -1.56% | -0.41% | 218.5 | 0.3 | 1.2 | 1.1 | 0.56% | 98.7% | 82.3% |
| 02/2025 | -0.25% | 1.17% | 222 | 0.2 | 0.1 | -0.7 | 0.56% | 99.8% | 81.7% |
| 01/2025 | 1.42% | 1.42% | 223.2 | 0.3 | 0.2 | -0.4 | 0.56% | 100.9% | 84.1% |
| 12/2024 | 0.72% | 11.68% | 220.4 | 0.5 | 0.2 | 0.4 | 0.54% | 99.3% | 82.2% |
| 11/2024 | 1.95% | 10.88% | 218.3 | 0.3 | 0.3 | 0.4 | 0.54% | 98.1% | 83.3% |
| 10/2024 | 0.1% | 8.76% | 213.8 | 0.6 | 0 | -0.5 | 0.54% | 99.4% | 83.8% |
| 09/2024 | 1.7% | 8.65% | 213.6 | 0.4 | 0.9 | -2 | 0.54% | 99.3% | 82.8% |
| 08/2024 | 1% | 6.83% | 212.6 | 0.3 | 0.1 | 0.8 | 0.54% | 95.8% | 85.3% |
| 07/2024 | 1.19% | 5.77% | 209.5 | 0.4 | 0.4 | 1.1 | 0.54% | 95.2% | 88.2% |
| 06/2024 | 1.38% | 4.53% | 206.1 | 0.3 | 2 | 1.5 | 0.54% | 95% | 82.2% |
| 05/2024 | 1.1% | 3.11% | 203.6 | 0.3 | 1.1 | -0.6 | 0.54% | 92.7% | 81.6% |
| 04/2024 | -1.9% | 1.99% | 202.8 | 0.1 | 0.1 | 0.7 | 0.54% | 90% | 79.6% |
| 03/2024 | 1.77% | 3.96% | 206.1 | 0.3 | 0.1 | -1.1 | 0.54% | 92.6% | 81.3% |
| 02/2024 | 2.03% | 2.15% | 203.5 | 0.3 | 0.5 | 2.2 | 0.54% | 88.1% | 69.9% |
| 01/2024 | 0.12% | 0.12% | 197.6 | 0.4 | 1 | 0.8 | 0.54% | 84.7% | 80.8% |
| 12/2023 | 2.25% | 9.49% | 197.3 | 0.4 | 1.2 | -0.3 | 0.52% | 84.2% | 79.9% |
| 11/2023 | 3.4% | 7.08% | 194 | 0.6 | 0.3 | 0.8 | 0.52% | 78.8% | 77.9% |
| 10/2023 | -2.11% | 3.56% | 186.6 | 0.2 | 0.7 | 2.9 | 0.52% | 76.6% | 82.8% |
| 09/2023 | -2.01% | 5.79% | 188.4 | 0.6 | 0.6 | 1.5 | 0.52% | 77.9% | 76.9% |
| 08/2023 | -0.24% | 7.96% | 190.8 | 0.5 | 0.5 | 0.8 | 0.52% | 80.1% | 78.2% |
| 07/2023 | 2.2% | 8.22% | 190.6 | 0.4 | 0.5 | 1.1 | 0.52% | 80.2% | 75.2% |
| 06/2023 | 1.75% | 5.89% | 185.6 | 0.9 | 0.2 | 1.4 | 0.52% | 76.4% | 71.6% |
| 05/2023 | 0.86% | 4.07% | 180.4 | 0.2 | 0.5 | 0.9 | 0.52% | 76.3% | 69.3% |
| 04/2023 | 1.21% | 3.18% | 178.3 | 0.2 | 0.4 | 2.3 | 0.52% | 74% | 68.3% |
| 03/2023 | 1.1% | 1.95% | 174.1 | 0.3 | 0.5 | -1.3 | 0.52% | 71.7% | 74.3% |
| 02/2023 | -1.7% | 0.84% | 173.8 | 0.2 | 0.8 | 0.9 | 0.52% | 73.7% | 74% |
| 01/2023 | 2.58% | 2.58% | 176.6 | 0.2 | 2.1 | 1.8 | 0.52% | 73.5% | 69% |
| 12/2022 | -2.53% | -10.25% | 172.4 | 0.4 | 0.3 | -0 | 0.52% | 72.4% | 66.4% |
| 11/2022 | 1.17% | -7.92% | 176.8 | 0.2 | 0.6 | 0.5 | 0.52% | 74.8% | 69.4% |
| 10/2022 | 2.32% | -8.98% | 174.7 | 0.2 | 0.4 | -0.4 | 0.52% | 74.1% | 63.7% |
| 09/2022 | -3.83% | -11.05% | 171.4 | 1.2 | 0.1 | -0 | 0.52% | 71.5% | 58% |
| 08/2022 | -1.29% | -7.51% | 177.2 | 0.4 | 1 | 1 | 0.52% | 76% | 61.1% |
| 07/2022 | 3.68% | -6.3% | 179.3 | 0.5 | 0.4 | 2.9 | 0.52% | 78.3% | 64.8% |
| 06/2022 | -2.73% | -9.62% | 170.1 | 0.3 | 0.1 | 4.2 | 0.52% | 75% | 59% |
| 05/2022 | -3.12% | -7.09% | 170.4 | 0.2 | 0.5 | 2.3 | 0.52% | 80.2% | 59.3% |
| 04/2022 | -1.37% | -4.09% | 173.9 | 0.3 | 0.2 | 0.3 | 0.52% | 81% | 55.6% |
| 03/2022 | 0.87% | -2.76% | 176 | 0.3 | 0.2 | 3.2 | 0.52% | 80.5% | 58.7% |
| 02/2022 | -1.29% | -3.6% | 171.3 | 0.2 | 0.1 | 1.4 | 0.52% | 79.3% | 55.6% |
| 01/2022 | -2.34% | -2.34% | 172.2 | 0.4 | 0.1 | 2 | 0.52% | 78.2% | 55.5% |
| 12/2021 | 1.41% | 12.38% | 174.1 | 1.2 | 0.7 | 2.2 | 0.54% | 78.9% | 57.8% |
| 11/2021 | 0.61% | 10.82% | 169.2 | 0.3 | 0.2 | 0 | 0.54% | 75.2% | 54% |
| 10/2021 | 2.49% | 10.14% | 168.1 | 0.4 | 0.4 | 1 | 0.54% | 75.2% | 54.6% |
| 09/2021 | -0.98% | 7.47% | 163.1 | 0.2 | 0.1 | 0.5 | 0.54% | 72.8% | 52.7% |
| 08/2021 | 1.61% | 8.53% | 164.2 | 0.3 | 0.3 | 1.4 | 0.54% | 74.2% | 56.5% |
| 07/2021 | 0.76% | 6.81% | 160.3 | 1 | 0.3 | 0.3 | 0.54% | 95% | 53.1% |
| 06/2021 | 0.84% | 6.01% | 158.2 | 0.2 | 0.6 | 1.3 | 0.54% | 73.7% | 56.1% |
| 05/2021 | 0.71% | 5.12% | 156 | 0.2 | 0.2 | -0.2 | 0.54% | 72% | 52.9% |
| 04/2021 | 1.62% | 4.38% | 155.3 | 0.6 | 0.2 | 0.3 | 0.54% | 71.6% | 54.7% |
| 03/2021 | 1.69% | 2.72% | 152.2 | 0.2 | 0.3 | 1.2 | 0.54% | 67.7% | 51.6% |
| 02/2021 | 0.08% | 1.01% | 148.6 | 0.8 | 0.5 | -0.3 | 0.54% | 63.8% | 46.6% |
| 01/2021 | 0.93% | 0.93% | 148.5 | 0.8 | 0.3 | -0 | 0.54% | 61.5% | 47.9% |
| 12/2020 | 1.55% | 2.27% | 146.8 | 0.4 | 1.3 | 1.1 | 0.56% | 58.7% | 46% |
| 11/2020 | 3.86% | 0.71% | 144.4 | 0.3 | 0.2 | -0.2 | 0.56% | 56.7% | 45.4% |
| 10/2020 | -0.36% | -3.03% | 139.3 | 0.2 | 0.1 | 0.7 | 0.56% | 48.9% | 38.2% |
| 09/2020 | -2.23% | -2.68% | 139.1 | 0.5 | 0.3 | -0.1 | 0.56% | 51.2% | 41.8% |
| 08/2020 | 2.15% | -0.46% | 142.2 | 0.2 | 0.5 | 0.5 | 0.56% | 53% | 47% |
| 07/2020 | 1.45% | -2.56% | 139.1 | 0.2 | 0.4 | -0.6 | 0.56% | 51% | 37.6% |
| 06/2020 | -0.15% | -3.95% | 137.9 | 0.1 | 0.1 | 0.5 | 0.56% | 49.1% | 35.5% |
| 05/2020 | 1.24% | -3.8% | 137.5 | 0.2 | 0.1 | 0.6 | 0.56% | 49% | 38.2% |
| 04/2020 | 4.84% | -4.98% | 135.1 | 0.1 | 0.6 | -0.6 | 0.56% | 47.2% | 33.7% |
| 03/2020 | -8.64% | -9.37% | 130 | 0.2 | 0.7 | -0.1 | 0.56% | 41.3% | 28.5% |
| 02/2020 | -1.38% | -0.8% | 143 | 0.4 | 0.1 | 1.4 | 0.56% | 51.4% | 34.5% |
| 01/2020 | 0.59% | 0.59% | 143.5 | 0.4 | 0.2 | 1.2 | 0.56% | 54.7% | 37.9% |
| 12/2019 | 0.7% | 11.68% | 141.3 | 0.3 | 0.4 | -0.3 | 0.58% | 56% | 38.6% |
| 11/2019 | 1.14% | 10.9% | 140.8 | 0.2 | 2.1 | 0.2 | 0.58% | 56.6% | 41.6% |
| 10/2019 | 1.3% | 9.65% | 141 | 0.3 | 0.1 | 0.1 | 0.58% | 56.1% | 41.1% |
| 09/2019 | 1.45% | 8.24% | 139 | 0.2 | 0.3 | -0.8 | 0.58% | 53% | 37.3% |
| 08/2019 | -0.08% | 6.7% | 138 | 0.4 | 0.4 | 0.1 | 0.58% | 51.7% | 35.8% |
| 07/2019 | 1.1% | 6.78% | 138.1 | 0.2 | 0.3 | 1.3 | 0.58% | 49.8% | 28.8% |
| 06/2019 | 1.78% | 5.62% | 135.4 | 0.2 | 0.1 | 0.4 | 0.58% | 48.5% | 27.4% |
| 05/2019 | -1.43% | 3.77% | 132.6 | 0.2 | 0.4 | -1.1 | 0.58% | 45.9% | 23.5% |
| 04/2019 | 1.53% | 5.28% | 135.9 | 0.2 | 0.2 | -0.3 | 0.58% | 48.3% | 25.2% |
| 03/2019 | 0.42% | 3.69% | 134.2 | 0.4 | 0.3 | 0.9 | 0.58% | 46.8% | 24.4% |
| 02/2019 | 0.8% | 3.26% | 132.7 | 0.6 | 0.7 | 0.3 | 0.58% | 47% | 24.2% |
| 01/2019 | 2.44% | 2.44% | 131.6 | 0.4 | 0.2 | -0.3 | 0.58% | 44.6% | 22% |
| 12/2018 | -2.89% | -1.76% | 128.6 | 0.4 | 0.2 | 0.9 | 0.6% | 43.7% | 22.3% |
| 11/2018 | 0.51% | 1.16% | 131.4 | 0.2 | 0.1 | 1.7 | 0.6% | 46.6% | 23.1% |
| 10/2018 | -2.15% | 0.65% | 129.1 | 0.3 | 0.2 | 0.1 | 0.6% | 45.9% | 22.9% |
| 09/2018 | 0% | 2.86% | 131.8 | 0.6 | 0.1 | -0.1 | 0.6% | 50.2% | 26.5% |
| 08/2018 | 1.02% | 2.86% | 131.5 | 0.2 | 0.1 | -0.7 | 0.6% | 49.2% | 25.1% |
| 07/2018 | 1.51% | 1.82% | 130.8 | 0.2 | 1.2 | 1.8 | 0.6% | 48.3% | 25.3% |
| 06/2018 | -0.05% | 0.3% | 128.1 | 0.2 | 0.3 | 0.6 | 0.6% | 46.5% | 24.4% |
| 05/2018 | 0.54% | 0.35% | 127.7 | 0.2 | 0.4 | 0.2 | 0.6% | 46.6% | 24.6% |
| 04/2018 | 0.52% | -0.19% | 127.1 | 0.2 | 0.1 | 0.2 | 0.6% | 46.3% | 24.9% |
| 03/2018 | -0.87% | -0.7% | 126.1 | 0.2 | 0.5 | -1.5 | 0.6% | 44.5% | 23.5% |
| 02/2018 | -1.33% | 0.17% | 129.1 | 0.3 | 0.2 | -0.2 | 0.6% | 46.8% | 25% |
| 01/2018 | 1.52% | 1.52% | 131 | 0.8 | 0.3 | -0.3 | 0.6% | 48.3% | 25.4% |
| 12/2017 | 0.82% | 5.14% | 128.8 | 0.5 | 0.6 | -0.8 | 0.69% | 46.9% | 24.5% |
| 11/2017 | 0.54% | 4.28% | 128.8 | 0.3 | 0.5 | -1.2 | 0.69% | 47.6% | 25.9% |
| 10/2017 | 1.27% | 3.72% | 129.6 | 0.5 | 0.9 | 0.4 | 0.69% | 47.2% | 25.8% |
| 09/2017 | 0.32% | 2.42% | 128 | 0.2 | 0.3 | -0.6 | 0.69% | 48.5% | 25.3% |
| 08/2017 | -0.13% | 2.1% | 128.4 | 0.2 | 1.1 | 0.3 | 0.69% | 47.7% | 24.8% |
| 07/2017 | 1.12% | 2.23% | 129.3 | 0 | 0.5 | 0.4 | 0.69% | 48.2% | 24.1% |
| 06/2017 | -0.23% | 1.1% | 128 | 0.4 | 0.2 | -0.2 | 0.69% | 46.8% | 23.1% |
| 05/2017 | 0.93% | 1.33% | 128.3 | 0.2 | 0.3 | -1.1 | 0.69% | 46.8% | 23.3% |
| 04/2017 | 0.52% | 0.4% | 128.3 | 0.2 | 0.6 | -1 | 0.69% | 48.7% | 26% |
| 03/2017 | 0.08% | -0.12% | 129.2 | 0.3 | 0.6 | -1.9 | 0.69% | 48.1% | 24.7% |
| 02/2017 | 0.44% | -0.2% | 131.3 | 0.3 | 0.2 | -2.3 | 0.69% | 48.8% | 26.3% |
| 01/2017 | -0.64% | -0.64% | 133 | 0.1 | 0.5 | -1.9 | 0.69% | 48.6% | 27.4% |
| 12/2016 | 0.77% | 2.34% | 74.2 | 0.5 | 0.3 | -0.2 | 0.75% | 26.3% | 15.5% |
| 11/2016 | 0.39% | 1.55% | 73.8 | 0.5 | 0.8 | -0.4 | 0.75% | 25.5% | 18.8% |
| 10/2016 | 0.14% | 1.16% | 74.2 | 0.1 | 0.2 | 0 | 0.75% | 24.9% | 17.5% |
| 09/2016 | -0.48% | 1.02% | 74.2 | 0.1 | 0.4 | -0.1 | 0.75% | 24.9% | 17.1% |
| 08/2016 | 0.09% | 1.5% | 75 | 0.2 | 0 | -0.2 | 0.75% | 25% | 16.5% |
| 07/2016 | 1.78% | 1.41% | 75 | 0.1 | 0.5 | 1.5 | 0.75% | 24.1% | 15.9% |
| 06/2016 | -0.6% | -0.36% | 72.7 | 0.1 | 0.1 | 0.7 | 0.75% | 23.4% | 17.3% |
| 05/2016 | 0.39% | 0.24% | 72.5 | 0.1 | 0.5 | 0.2 | 0.75% | 24.1% | 17.3% |
| 04/2016 | 0.85% | -0.15% | 72.4 | 0.1 | 0.7 | 0 | 0.75% | 23.8% | 17.1% |
| 03/2016 | 0.88% | -0.99% | 72.4 | 0.1 | 0.2 | -0.8 | 0.75% | 23.1% | 16.5% |
| 02/2016 | -0.44% | -1.85% | 72.7 | 0.1 | 0.1 | 0.4 | 0.75% | 22.4% | 15.9% |
| 01/2016 | -1.42% | -1.42% | 72.7 | 0.1 | 0.2 | -0 | 0.75% | 24% | 16.3% |
| 12/2015 | -0.97% | 0.25% | 74 | 0.2 | 0.5 | -0.3 | 0.82% | 25.1% | 17.5% |
| 11/2015 | -0.46% | 1.23% | 75.3 | 0.1 | 0.9 | 0.5 | 0.82% | 26.7% | 19% |
| 10/2015 | 2.55% | 1.7% | 75.9 | 0.1 | 0.1 | 0.1 | 0.82% | 26.6% | 18.7% |
| 09/2015 | -2.07% | -0.83% | 74 | 0.1 | 0.1 | -0.3 | 0.82% | 23.7% | 16.7% |
| 08/2015 | -1.5% | 1.27% | 75.8 | 0.1 | 0 | 4.4 | 0.82% | 24.1% | 16.2% |
| 07/2015 | 1.36% | 2.81% | 72.5 | 0.2 | 0.2 | 0.7 | 0.82% | 25.3% | 16.2% |
| 06/2015 | -2.59% | 1.43% | 71 | 0.1 | 0.2 | 1.2 | 0.82% | 24.6% | 15.8% |
| 05/2015 | 0.24% | 4.13% | 71.9 | 0.1 | 0.2 | 0.5 | 0.82% | 25.6% | 15.5% |
| 04/2015 | 0.43% | 3.88% | 71.3 | 0.1 | 0.3 | 0.9 | 0.82% | 25.1% | 13.6% |
| 03/2015 | 0.55% | 3.44% | 70.4 | 0.1 | 0 | 0.1 | 0.82% | 24% | 11.5% |
| 02/2015 | 2.48% | 2.87% | 69.8 | 0.1 | 0.3 | 0.3 | 0.82% | 22.9% | 10.9% |
| 01/2015 | 0.38% | 0.38% | 68.1 | 0.1 | 0.2 | 0.4 | 0.82% | 20% | 8.7% |
| 12/2014 | -1.05% | 5.69% | 67.6 | 0.4 | 0.2 | 0.2 | 0.82% | 20.4% | 8.8% |
| 11/2014 | 1.43% | 6.81% | 68 | 0 | 0.3 | 0.6 | 0.82% | 20.8% | 8.9% |
| 10/2014 | -0.11% | 5.3% | 66.8 | 0.1 | 0.2 | 0.5 | 0.82% | 20% | 8.3% |
| 09/2014 | 0.57% | 5.42% | 66.5 | 0 | 0.3 | 0.1 | 0.82% | 20.3% | 8.2% |
| 08/2014 | 1.75% | 4.82% | 66.4 | 0.1 | 0.1 | 0.9 | 0.82% | 19.9% | 8.1% |
| 07/2014 | -0.06% | 3.02% | 64.4 | 0.1 | 0.1 | 0.5 | 0.82% | 19.4% | 7.7% |
| 06/2014 | -0.27% | 3.08% | 64 | 0.1 | 0.1 | 0.1 | 0.82% | 19.5% | 7.8% |
| 05/2014 | 1.03% | 3.36% | 64.1 | 0.1 | 0.3 | 0.3 | 0.82% | 19.6% | 7.7% |
| 04/2014 | -0.27% | 2.31% | 63.4 | 0 | 0.1 | 0.8 | 0.82% | 19.8% | 8% |
| 03/2014 | 0.8% | 2.58% | 62.8 | 0.1 | 0.1 | 1.7 | 0.82% | 19.7% | 7.6% |
| 02/2014 | 1.85% | 1.77% | 60.8 | 0.1 | 0.1 | 0.3 | 0.82% | 19.4% | 7.6% |
| 01/2014 | -0.08% | -0.08% | 59.9 | 0.1 | 0.1 | 0.4 | 0.82% | 18.8% | 7.4% |
| 12/2013 | -0.24% | 9.63% | 59.6 | 0.2 | 0.2 | 0.6 | 1.16% | 19.1% | 7.6% |
| 11/2013 | 1.62% | 9.89% | 59.1 | 0.1 | 0.6 | 0.2 | 1.16% | 19.5% | 7.7% |
| 10/2013 | 1.41% | 8.14% | 58.1 | 0 | 0.5 | 0.6 | 1.16% | 18.9% | 7.5% |
| 09/2013 | 2.12% | 6.64% | 57.4 | 0 | 0.2 | 0.1 | 1.16% | 18.4% | 7.3% |
| 08/2013 | -0.61% | 4.42% | 56.4 | 0.1 | 0.1 | -0.1 | 1.16% | 17.7% | 7.2% |
| 07/2013 | 1.79% | 5.06% | 56.9 | 0.1 | 0.1 | 0.2 | 1.16% | 17.7% | 7% |
| 06/2013 | -1.42% | 3.22% | 55.7 | 0.1 | 0.1 | 1.4 | 1.16% | 17.1% | 6.5% |
| 05/2013 | 1.45% | 4.7% | 55.3 | 0.1 | 0.1 | -0.2 | 1.16% | 17.7% | 6.6% |
| 04/2013 | 0.82% | 3.21% | 54.6 | 0.1 | 0.1 | 0.1 | 1.16% | 17% | 6.3% |
| 03/2013 | 0.28% | 2.37% | 54.1 | 0.1 | 0.2 | -0.1 | 1.16% | 17.1% | 6.3% |
| 02/2013 | 1.28% | 2.08% | 54.2 | 0.1 | 0.8 | 0 | 1.16% | 17% | 6.2% |
| 01/2013 | 0.79% | 0.79% | 54.2 | 0 | 0.8 | 0.4 | 1.16% | 16.5% | 6.2% |
| 12/2012 | -0.17% | 9.82% | 54.1 | 0.2 | 0.2 | 0 | 1.26% | 16.2% | 5.9% |
| 11/2012 | 1.15% | 10.01% | 54.2 | 0.1 | 0.7 | 0.5 | 1.26% | 16.8% | 6% |
| 10/2012 | 2.32% | 8.76% | 53.7 | 0.1 | 0.6 | -0.8 | 1.26% | 16.6% | 6.1% |
| 09/2012 | 2.47% | 6.3% | 53.8 | 0 | 0.4 | -1.3 | 1.26% | 17.5% | 6.2% |
| 08/2012 | -0.19% | 3.73% | 54.3 | 0 | 0.2 | -2.5 | 1.26% | 17.4% | 6.5% |
| 07/2012 | 2% | 3.93% | 57.1 | -0.1 | 0.2 | -0.2 | 1.26% | 17.3% | 6.4% |
| 06/2012 | -0.68% | 1.89% | 56.5 | 0.1 | 0.1 | -0.1 | 1.26% | 16.8% | 6% |
| 05/2012 | -3.04% | 2.59% | 57.1 | 0.3 | 0.3 | 1.9 | 1.26% | 16.7% | 5.6% |
| 04/2012 | 1.39% | 5.81% | 56.9 | 0.1 | 0 | 1.1 | 1.26% | 17.5% | 5.3% |
| 03/2012 | 1.63% | 4.36% | 55.1 | 0.1 | 0.1 | -0.2 | 1.26% | 17.2% | 5.3% |
| 02/2012 | 0.09% | 2.68% | 54.5 | 0.1 | 0.1 | -0.4 | 1.26% | 16.3% | 5.1% |
| 01/2012 | 2.59% | 2.59% | 54.9 | 0.2 | 0.6 | -0.4 | 1.26% | 16.1% | 4.8% |
| 12/2011 | 0.33% | -3.33% | 54.4 | 0.3 | 0.4 | -0.2 | 1.3% | 15.4% | 4.6% |
| 11/2011 | -2.13% | -3.64% | 54.6 | 0.1 | 0.3 | 0.3 | 1.3% | 15.5% | 4.5% |
| 10/2011 | 2.73% | -1.55% | 55.8 | 0.1 | 0.1 | 0.7 | 1.3% | 15.9% | 4.6% |
| 09/2011 | -1.2% | -4.16% | 53.6 | 0.1 | 0.1 | 0.2 | 1.3% | 15% | 4.3% |
| 08/2011 | -3.02% | -3% | 54.2 | 0.1 | 0.2 | 0.3 | 1.3% | 15.3% | 4.4% |
| 07/2011 | 0.02% | 0.02% | 55.7 | 0.1 | 0.3 | -0.2 | 1.3% | 16% | 4.4% |
| 06/2011 | -1.31% | 0% | 56.1 | 0.1 | 0.1 | -0.7 | 1.3% | 16.1% | 4.5% |
| 05/2011 | -0.83% | 1.33% | 57.7 | 0.2 | 0.1 | 0.5 | 1.3% | 16.3% | 4.2% |
| 04/2011 | -0.13% | 2.18% | 57.7 | 0.1 | 0 | 0.1 | 1.3% | 16.7% | 4.3% |
| 03/2011 | 1.63% | 2.31% | 57.7 | 0.1 | 0.2 | 0.1 | 1.3% | 16.8% | 4.2% |
| 02/2011 | -0.01% | 0.67% | 56.9 | 0.1 | 0 | 0.4 | 1.3% | 16.4% | 4.4% |
| 01/2011 | 0.68% | 0.68% | 56.5 | 0.2 | 0.3 | 1 | 1.3% | 16.6% | 4.3% |
| 12/2010 | 1.02% | 12.5% | 55.4 | 0.2 | 0.6 | 0.4 | 1.32% | 17.6% | 0.5% |
| 11/2010 | -0.78% | 11.37% | 54.9 | 0.1 | 0.1 | 0.5 | 1.32% | 16.8% | 0.5% |
| 10/2010 | 3.25% | 12.24% | 54.9 | 0.2 | 0.2 | 0.8 | 1.32% | 16.3% | 0.5% |
| 09/2010 | 2.13% | 8.71% | 52.5 | 0 | 0.2 | -0.1 | 1.32% | 14.5% | 0.5% |
| 08/2010 | 1.64% | 6.44% | 51.7 | 0.1 | 0.1 | -0 | 1.32% | 14.1% | 0.5% |
| 07/2010 | 2.5% | 4.73% | 50.9 | 0.1 | 0.7 | -0.2 | 1.32% | 14.4% | 0.5% |
| 06/2010 | 1.32% | 2.17% | 50.5 | 0.1 | 0.2 | 0.4 | 1.32% | 13.4% | 0.5% |
| 05/2010 | -2.82% | 0.84% | 49.6 | 0.1 | 0.4 | 0 | 1.32% | 12% | 0.5% |
| 04/2010 | -1.62% | 3.77% | 51.4 | 0.1 | 0.1 | -0.1 | 1.32% | 14.1% | 0.5% |
| 03/2010 | 1.53% | 5.48% | 52.5 | 0.1 | 0 | -0 | 1.32% | 14.8% | 0.5% |
| 02/2010 | 2.29% | 3.89% | 51.7 | 0.2 | 0.1 | 0.1 | 1.32% | 14.4% | 0.5% |
| 01/2010 | 1.56% | 1.56% | 50.4 | 0.1 | 0.3 | -0.2 | 1.32% | 13% | 0.5% |
| 12/2009 | 1.52% | 42.38% | 50.1 | 0.3 | 0.3 | -0.5 | 1.35% | 11.9% | 0.5% |
| 11/2009 | 2.4% | 40.25% | 49.9 | 0.1 | 0 | 0.1 | 1.35% | 9% | 0.5% |
| 10/2009 | 2.63% | 36.96% | 48.7 | 0.2 | 0.6 | 0.1 | 1.35% | 6.8% | 0% |
| 09/2009 | 0.14% | 33.46% | 47.7 | 0.1 | 0.3 | 0.3 | 1.35% | 9.7% | 0% |
| 08/2009 | -0.72% | 33.27% | 47.6 | 0.1 | 0.1 | -0 | 1.35% | 7.2% | 0% |
| 07/2009 | 2.55% | 34.24% | 48.1 | 0.1 | 0.1 | -0 | 1.35% | 9.1% | 0% |
| 06/2009 | 2.83% | 30.9% | 46.9 | 0.1 | 0.8 | -0.1 | 1.35% | 4.8% | 0% |
| 05/2009 | 3.39% | 27.29% | 46.4 | 0.1 | 0.1 | -0.1 | 1.35% | 4.9% | 0% |
| 04/2009 | 5.64% | 23.12% | 45.1 | 0 | 0.1 | -0.1 | 1.35% | 6.5% | 0% |
| 03/2009 | 2.65% | 16.55% | 42.9 | 0.1 | 0.3 | -0.7 | 1.35% | 4.5% | 0% |
| 02/2009 | 2.14% | 13.54% | 42.8 | 0 | 0.1 | -0.1 | 1.35% | 4.4% | 0% |
| 01/2009 | 11.16% | 11.16% | 42.1 | 0.2 | 0.4 | -0.1 | 1.35% | 5.8% | 0% |
| 12/2008 | -0.99% | -28.56% | 38.2 | 0.3 | 0.6 | 0 | 1.36% | 4.1% | 0% |
| 11/2008 | -7.42% | -27.85% | 38.8 | 0.2 | 0.1 | 0 | 1.36% | 4.3% | 0% |
| 10/2008 | -13.74% | -22.07% | 41.9 | 0 | 0.4 | -0.1 | 1.36% | 9% | 0% |
| 09/2008 | -6.34% | -9.65% | 49.1 | 0 | 1.5 | -0.1 | 1.36% | 9.9% | 0% |
| 08/2008 | 0.53% | -3.54% | 54.1 | 0.2 | 0.5 | 0.5 | 1.36% | 7.3% | 0% |
| 07/2008 | -3.96% | -4.05% | 53.7 | 0.2 | 0.3 | 0.2 | 1.36% | 8.3% | 0% |
| 06/2008 | -1.95% | -0.09% | 55.9 | 0.1 | 0.3 | 0.6 | 1.36% | 9.3% | 0% |
| 05/2008 | 1.52% | 1.9% | 56.7 | 0.2 | 0.2 | -0.2 | 1.36% | 10.8% | 0% |
| 04/2008 | 2.82% | 0.37% | 56.1 | 0.1 | 0.2 | -0.3 | 1.36% | 10.1% | 0% |
| 03/2008 | -3.33% | -2.38% | 55.1 | 0.1 | 0.3 | -0.1 | 1.36% | 8.1% | 0% |
| 02/2008 | 2.8% | 0.98% | 57.4 | 0.2 | 0.1 | -0.3 | 1.36% | 13.7% | 0% |
| 01/2008 | -1.77% | -1.77% | 56.2 | 0.2 | 0.4 | -1.5 | 1.36% | 13.3% | 1.1% |
| 12/2007 | 0% | 3.4% | 59.1 | 0.5 | 0.5 | 0.1 | 1.33% | - | - |
| 11/2007 | -2.39% | 3.4% | 59.1 | 0.2 | 0.2 | 0.1 | 1.33% | - | - |
| 10/2007 | 3.79% | 5.93% | 60.5 | 0.2 | 0.2 | -0 | 1.33% | - | - |
| 09/2007 | 1.93% | 2.06% | 58.4 | 0.2 | 0.2 | 0 | 1.33% | - | - |
| 08/2007 | -4.61% | 0.13% | 57.3 | 0.2 | 0.3 | 0.2 | 1.33% | - | - |
| 07/2007 | -1.56% | 4.97% | 60.2 | -0.1 | 0.1 | 0.6 | 1.33% | - | - |
| 06/2007 | -1.35% | 6.63% | 60.8 | -0 | 0.2 | 0.4 | 1.33% | - | - |
| 05/2007 | 3.18% | 8.09% | 61.4 | 0.6 | 0.9 | 0 | 1.33% | - | - |
| 04/2007 | 2.6% | 4.76% | 59.9 | 0.5 | 0.3 | 0.3 | 1.33% | - | - |
| 03/2007 | -0.78% | 2.11% | 57.9 | 0.2 | 0.1 | 1.5 | 1.33% | - | - |
| 02/2007 | 1.24% | 2.91% | 57 | 0.1 | 0.7 | 0.3 | 1.33% | - | - |
| 01/2007 | 1.65% | 1.65% | 56.6 | 0.2 | 0.1 | 0.1 | 1.33% | - | - |
| 12/2006 | -0.21% | 8.38% | 55.6 | 0.7 | 0.1 | 0.2 | 1.3% | - | - |
| 11/2006 | 1.9% | 8.61% | 54.9 | 0.2 | 0.1 | 0.5 | 1.3% | - | - |
| 10/2006 | 4.12% | 6.58% | 53.4 | 0.2 | 0.3 | -0.5 | 1.3% | - | - |
| 09/2006 | 1.71% | 2.37% | 52 | 0.2 | 0.2 | 0.4 | 1.3% | - | - |
| 08/2006 | 0.33% | 0.65% | 50.8 | 0.1 | 0.1 | 0.1 | 1.3% | - | - |
| 07/2006 | -0.04% | 0.32% | 50.5 | 0.1 | 0 | 0.2 | 1.3% | - | - |
| 06/2006 | -0.85% | 0.36% | 50.3 | 0.2 | 0.1 | 0.8 | 1.3% | - | - |
| 05/2006 | -1.11% | 1.22% | 49.9 | 0.2 | 0.6 | 0.8 | 1.3% | - | - |
| 04/2006 | 2.06% | 2.35% | 50.2 | 0.2 | 0.3 | 1.4 | 1.3% | - | - |
| 03/2006 | 1.08% | 0.29% | 47.9 | 0.2 | 0.1 | 0.4 | 1.3% | - | - |
| 02/2006 | -1.23% | -0.79% | 46.9 | 0.2 | 0.2 | 0.6 | 1.3% | - | - |
| 01/2006 | 0.45% | 0.45% | 46.9 | 0.1 | 0.3 | 2.8 | 1.3% | - | - |
| 12/2005 | 1.52% | 13.88% | 44 | 2.3 | 0.4 | 0 | 0% | - | - |
| 11/2005 | -0.14% | 12.18% | 41.5 | 0.3 | 0.2 | 1.3 | 0% | - | - |
| 10/2005 | 0.76% | 12.33% | 40.2 | 0.2 | 0 | 0.3 | 0% | - | - |
| 09/2005 | 2.48% | 11.49% | 39.5 | 0.3 | 0.4 | 0.6 | 0% | - | - |
| 08/2005 | 1.7% | 8.79% | 38.2 | 0.3 | 0.1 | 0.3 | 0% | - | - |
| 07/2005 | 2.57% | 6.97% | 37.1 | 0.2 | 0.2 | 1 | 0% | - | - |
| 06/2005 | -1.15% | 4.29% | 35.1 | 0.2 | 0 | 0.8 | 0% | - | - |
| 05/2005 | 1.78% | 5.5% | 34.5 | 0.4 | 0.4 | 1.7 | 0% | - | - |
| 04/2005 | 1.87% | 3.66% | 32.3 | 0.3 | 0.2 | 1.4 | 0% | - | - |
| 03/2005 | -0.07% | 1.76% | 29.8 | 0.3 | 0.3 | 0.1 | 0% | - | - |
| 02/2005 | 0.51% | 1.83% | 29.7 | 0.2 | 0.3 | 0.6 | 0% | - | - |
| 01/2005 | 1.31% | 1.31% | 29.2 | 0 | 0 | 0.2 | 0% | - | - |
| 12/2004 | 3.16% | 10.21% | 28.6 | 0.7 | 0.1 | 1.2 | 1.2% | - | - |
| 11/2004 | 2.02% | 6.83% | 26.1 | 0.3 | 0 | 0.5 | 1.2% | - | - |
| 10/2004 | 0.3% | 4.72% | 24.9 | 0.1 | 0.1 | 0.9 | 1.2% | - | - |
| 09/2004 | 1.05% | 4.4% | 24 | 0.1 | 0 | 0.2 | 1.2% | - | - |
| 08/2004 | -0.57% | 3.32% | 23.5 | 0.2 | 0.1 | 0.2 | 1.2% | - | - |
| 07/2004 | -0.69% | 3.91% | 23.3 | 0.2 | 0 | 0.7 | 1.2% | - | - |
| 06/2004 | 2.22% | 4.63% | 22.6 | 0.2 | 0.1 | 0.5 | 1.2% | - | - |
| 05/2004 | 0.79% | 2.36% | 21.6 | 0.2 | 0 | 0.2 | 1.2% | - | - |
| 04/2004 | 0.46% | 1.56% | 21.1 | 0.3 | 0.2 | 0.7 | 1.2% | - | - |
| 03/2004 | 0.1% | 1.09% | 20.3 | 0.2 | 0 | 0.5 | 1.2% | - | - |
| 02/2004 | 0.7% | 0.99% | 19.6 | 0.1 | 0 | 1 | 1.2% | - | - |
| 01/2004 | 0.29% | 0.29% | 18.4 | 0.6 | 0 | 0.5 | 1.2% | - | - |
| 12/2003 | 1.27% | 10.77% | 17.3 | 0.4 | 0 | 1.2 | 0.8% | - | - |
| 11/2003 | 0.95% | 9.38% | 15.5 | 0.1 | 0 | 0.8 | 0.8% | - | - |
| 10/2003 | 1.49% | 8.35% | 14.5 | 0.1 | 0 | 0.4 | 0.8% | - | - |
| 09/2003 | 1.55% | 6.76% | 13.9 | 0.1 | 0.1 | 0.7 | 0.8% | - | - |
| 08/2003 | -0.25% | 5.13% | 13 | 0.1 | 0.1 | 1 | 0.8% | - | - |
| 07/2003 | -1.51% | 5.39% | 12 | 0.1 | 0 | 2.6 | 0.8% | - | - |
| 06/2003 | 2.55% | 7.01% | 9.5 | 0.1 | 0 | 0.4 | 0.8% | - | - |
| 05/2003 | 1.09% | 4.35% | 8.9 | 0.1 | 0 | 1.3 | 0.8% | - | - |
| 04/2003 | 1.51% | 3.22% | 7.4 | 0.1 | 0 | 0.9 | 0.8% | - | - |
| 03/2003 | 0.36% | 1.69% | 6.4 | 0 | 0 | 0.8 | 0.8% | - | - |
| 02/2003 | 0.6% | 1.32% | 5.5 | 0 | 0 | 0.9 | 0.8% | - | - |
| 01/2003 | 0.72% | 0.72% | 4.6 | 0 | 0 | 0.6 | 0.8% | - | - |
| 12/2002 | 0.49% | - | 3.9 | 0.2 | 0 | 0.4 | - | - | - |
| 11/2002 | 0.56% | - | 3.2 | 0.1 | 0 | 0.4 | - | - | - |
| 10/2002 | 0.65% | - | 2.7 | 0.3 | 0 | 0.1 | - | - | - |
| 09/2002 | 0.56% | - | 2.2 | 0.1 | 0 | 1.1 | - | - | - |
| 08/2002 | 0.17% | - | 1.1 | 0 | 0 | 0.2 | - | - | - |
| 07/2002 | 0.13% | - | 0.9 | 0 | 0 | 0.2 | - | - | - |
| 06/2002 | -1.76% | - | 0.7 | 0 | 0 | 0.2 | - | - | - |
| 05/2002 | 0.29% | - | 0.5 | 0 | 0 | 0 | - | - | - |
| 04/2002 | 2.86% | - | 0.5 | 0 | 0 | 0.4 | - | - | - |
| 03/2002 | 0.89% | - | 0 | 0 | 0 | 0 | - | - | - |
| 02/2002 | 4.39% | - | 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 מיטב גמל הלכה?
ב-07/2026: -0.5% לחודש, 5.02% מתחילת השנה, 35.37% ל-3 שנים ו-38.33% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במיטב גמל הלכה?
0.59% לשנה מהצבירה בממוצע ו-0.16% מההפקדות. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מיטב גמל הלכה 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.
