מיטב פיצויים שוהם כהלכה: תשואה, דמי ניהול וסיכון
מיטב פיצויים שוהם כהלכה מנוהלת על ידי מיטב גמל ופנסיה בע"מ, בסיווג מרכזית לפיצויים, פעילה מ-2001; 307 חודשי דיווח מ-01/2001 עד 07/2026.
תשואה 07/2026
0.15%
מתחילת השנה
4.73%
3 שנים מצטבר
38.62%
5 שנים מצטבר
39.89%
דמי ניהול מצבירה
0.77%
לשנה
נכסים
5
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: 5 מיליון ש"ח, מקום 47 מתוך 53 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 39.89%, מקום 13 מתוך 46 בקטגוריה; ל-3 שנים: 38.62% (מקום 10 מתוך 46).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 13,989 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 17,831 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.77% לשנה (מקום 43 מתוך 53 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-14,324 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -31.5% בין 05/2007 ל-12/2008.
- סטיית תקן: 6.5; מדד שארפ: 0.84 (מקום 15 מתוך 46); חשיפה למניות 2.3%, לחו"ל 1.5%, למט"ח 0.9%.
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 | 11.01% | 12.07% | 16.65% | 8.97% | 2.89% | -27.76% | 38.2% | 12.06% | -3.55% | 9.11% | 9.34% | 5.07% | -0.14% | 2.8% | 6.46% | -1.99% | 10.92% | 1.46% | 12.7% | -10.84% | 12.18% | 11.34% | 14.66% |
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) | 5 | 47 / 53 |
| דמי ניהול מצבירה (נמוך = 1) | 0.77% | 43 / 53 |
| תשואה מתחילת השנה | 4.73% | 15 / 46 |
| תשואה 3 שנים | 38.62% | 10 / 46 |
| תשואה 5 שנים | 39.89% | 13 / 46 |
| מדד שארפ | 0.84 | 15 / 46 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- מיטב פיצויים - טווח קצר 5 מ' ש"ח
- מיטב פיצויים שקלי 4 מ' ש"ח
- הדס קופה מרכזית לפיצויים 2 מ' ש"ח
- מיטב מרכזית להשתתפות בפנסיה תקציבית כללי 1 מ' ש"ח
- הפניקס מרכזית לפיצויים שקלי קצר 1 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | 0.15% | 4.73% | 5.1 | 0 | 0.1 | 0 | 0.77% | 2.3% | 1.5% |
| 06/2026 | -1.02% | 4.57% | 5.1 | 0 | 0 | 0 | 0.77% | 2.3% | 1.5% |
| 05/2026 | 1.68% | 5.65% | 5.2 | 0 | 0 | 0 | 0.77% | 2.4% | 1.5% |
| 04/2026 | 3.6% | 3.9% | 5.1 | 0 | 0 | 0 | 0.77% | 2.4% | 1.5% |
| 03/2026 | -2.58% | 0.29% | 4.9 | 0 | 0 | 0 | 0.77% | 2.3% | 1.4% |
| 02/2026 | 0.9% | 2.95% | 5 | 0 | 0.1 | 0 | 0.77% | 2.4% | 1.5% |
| 01/2026 | 2.03% | 2.03% | 5.1 | 0 | 0 | 0 | 0.77% | 2.5% | 1.4% |
| 12/2025 | 1.34% | 14.66% | 5 | 0 | 0 | 0 | 0.76% | 2.4% | 1.5% |
| 11/2025 | 0.83% | 13.15% | 4.9 | 0 | 0 | 0 | 0.76% | 2.4% | 1.3% |
| 10/2025 | 1.7% | 12.22% | 4.9 | 0 | 0 | 0 | 0.76% | 2.3% | 1.4% |
| 09/2025 | 1.82% | 10.34% | 4.8 | 0 | 0 | 0 | 0.76% | 2.3% | 1.4% |
| 08/2025 | 0.77% | 8.37% | 4.7 | 0 | 0.6 | 0.9 | 0.76% | 2.2% | 1.4% |
| 07/2025 | 1.23% | 7.54% | 4.4 | 0 | 0 | 0 | 0.76% | 2% | 1.4% |
| 06/2025 | 3.22% | 6.23% | 4.3 | 0 | 0 | 0 | 0.76% | 2% | 1.4% |
| 05/2025 | 2.15% | 2.92% | 4.2 | 0 | 0 | 0 | 0.76% | 1.9% | 1.4% |
| 04/2025 | 0.87% | 0.75% | 4.1 | 0 | 0 | 0 | 0.76% | 1.8% | 1.2% |
| 03/2025 | -1.82% | -0.12% | 4.1 | 0 | 0 | 0 | 0.76% | 1.8% | 1.3% |
| 02/2025 | 0.46% | 1.74% | 4.2 | 0 | 0 | 0 | 0.76% | 1.8% | 1.2% |
| 01/2025 | 1.27% | 1.27% | 4.1 | 0 | 0 | 0 | 0.76% | 1.8% | 1.3% |
| 12/2024 | 0.63% | 11.34% | 4.1 | 0 | 0.1 | 0 | 0.71% | 1.7% | 1.3% |
| 11/2024 | 1.93% | 10.65% | 4.2 | 0 | 0 | 0 | 0.71% | 1.7% | 1.3% |
| 10/2024 | 0.35% | 8.55% | 4.1 | 0 | 0 | 0 | 0.71% | 1.7% | 1.3% |
| 09/2024 | 1.15% | 8.17% | 4.1 | 0 | 0 | 0 | 0.71% | 1.7% | 1.3% |
| 08/2024 | 1.42% | 6.94% | 4 | 0 | 0 | 0 | 0.71% | 1.6% | 1.2% |
| 07/2024 | 1.4% | 5.45% | 4 | 0 | 0 | 0.7 | 0.71% | 1.5% | 1.2% |
| 06/2024 | 0.84% | 3.99% | 3.2 | 0 | 0 | 0 | 0.71% | 1.5% | 1.2% |
| 05/2024 | 0.42% | 3.12% | 3.2 | 0 | 0.8 | 0 | 0.71% | 1.4% | 1.2% |
| 04/2024 | -1.59% | 2.69% | 4 | 0 | 0 | 0 | 0.71% | 1.8% | 1.3% |
| 03/2024 | 2.13% | 4.35% | 4.1 | 0 | 0 | 0 | 0.71% | 1.8% | 1.3% |
| 02/2024 | 1.91% | 2.17% | 4 | 0 | 0 | 0 | 0.71% | 1.9% | 1.3% |
| 01/2024 | 0.26% | 0.26% | 3.9 | 0 | 0 | 0 | 0.71% | 1.8% | 1.3% |
| 12/2023 | 2.84% | 12.18% | 3.9 | 0 | 0 | 0 | 0.72% | 1.8% | 1.3% |
| 11/2023 | 4.44% | 9.08% | 3.8 | 0 | 0 | 0 | 0.72% | 1.9% | 1.3% |
| 10/2023 | -3.4% | 4.44% | 3.6 | 0 | 0 | 0 | 0.72% | 1.8% | 1.3% |
| 09/2023 | -2.02% | 8.12% | 3.8 | 0 | 0 | 0 | 0.72% | 1.9% | 1.3% |
| 08/2023 | 1.98% | 10.35% | 3.9 | 0 | 0.1 | 0 | 0.72% | 2% | 1.3% |
| 07/2023 | 2.85% | 8.2% | 3.8 | 0 | 0 | 0 | 0.72% | 2% | 1.3% |
| 06/2023 | 1.89% | 5.2% | 3.7 | 0 | 0.1 | 0 | 0.72% | 1.9% | 1.3% |
| 05/2023 | 0.4% | 3.25% | 3.7 | 0 | 0 | 0 | 0.72% | 1.9% | 1.3% |
| 04/2023 | 1.37% | 2.84% | 3.7 | 0 | 0 | -0.1 | 0.72% | 1.9% | 1.2% |
| 03/2023 | 0.88% | 1.45% | 3.8 | 0 | 0 | 0 | 0.72% | 1.8% | 1.5% |
| 02/2023 | -2.02% | 0.57% | 3.8 | 0 | 0 | 0 | 0.72% | 1.8% | 1.5% |
| 01/2023 | 2.64% | 2.64% | 3.8 | 0 | 0 | 0 | 0.72% | 1.8% | 1.4% |
| 12/2022 | -1.78% | -10.84% | 3.7 | 0 | 0.2 | 0 | 0.74% | 1.8% | 1.3% |
| 11/2022 | 0.64% | -9.22% | 4 | 0 | 0 | 0 | 0.74% | 1.8% | 1.4% |
| 10/2022 | 2.38% | -9.8% | 4 | 0 | 0 | 0 | 0.74% | 1.8% | 1.3% |
| 09/2022 | -4.36% | -11.9% | 3.9 | 0 | 0 | 0 | 0.74% | 1.7% | 1.2% |
| 08/2022 | -1.18% | -7.88% | 4.1 | 0 | 0 | 0 | 0.74% | 1.8% | 1.3% |
| 07/2022 | 3.09% | -6.78% | 4.1 | 0 | 0 | 0 | 0.74% | 1.9% | 1.3% |
| 06/2022 | -2.56% | -9.58% | 4 | 0 | 0 | 0 | 0.74% | 1.8% | 1.3% |
| 05/2022 | -2.72% | -7.2% | 4.1 | 0 | 0 | 0 | 0.74% | 1.9% | 1.4% |
| 04/2022 | -1.78% | -4.6% | 4.3 | 0 | 0 | 0 | 0.74% | 1.9% | 1.4% |
| 03/2022 | 0.98% | -2.88% | 4.3 | 0 | 0 | 0 | 0.74% | 2% | 1.5% |
| 02/2022 | -1.18% | -3.82% | 4.3 | 0 | 0 | 0 | 0.74% | 1.9% | 1.4% |
| 01/2022 | -2.67% | -2.67% | 4.3 | 0 | 0.6 | 0 | 0.74% | 1.9% | 1.4% |
| 12/2021 | 1.31% | 12.7% | 5 | 0 | 0 | 0 | 0.81% | 2% | 1.5% |
| 11/2021 | 0.35% | 11.25% | 5 | 0 | 0 | 0 | 0.81% | 1.9% | 1.4% |
| 10/2021 | 1.8% | 10.86% | 5 | 0 | 0 | 0 | 0.81% | 1.9% | 1.5% |
| 09/2021 | -0.49% | 8.9% | 4.9 | 0 | 0 | 0 | 0.81% | 1.8% | 1.4% |
| 08/2021 | 1.57% | 9.43% | 4.9 | 0 | 0 | 0.8 | 0.81% | 1.9% | 1.5% |
| 07/2021 | 0.64% | 7.74% | 4.1 | 0 | 0 | 0 | 0.81% | 2.5% | 1.5% |
| 06/2021 | 0.48% | 7.06% | 4.1 | 0 | 0.1 | 0 | 0.81% | 1.8% | 1.4% |
| 05/2021 | 1.21% | 6.55% | 4.1 | 0 | 0 | 0 | 0.81% | 1.8% | 1.4% |
| 04/2021 | 1.86% | 5.27% | 4.1 | 0 | 0 | 0 | 0.81% | 1.8% | 1.4% |
| 03/2021 | 1.7% | 3.35% | 4 | 0 | 0 | 0 | 0.81% | 1.7% | 1.3% |
| 02/2021 | 0.15% | 1.62% | 3.9 | 0 | 0 | 0 | 0.81% | 1.7% | 1.3% |
| 01/2021 | 1.47% | 1.47% | 3.9 | 0 | 0 | 0 | 0.81% | 1.6% | 1.2% |
| 12/2020 | 0.22% | 1.46% | 3.9 | 0 | 0 | 0.1 | 0.65% | 1.6% | 1.2% |
| 11/2020 | 4.65% | 1.23% | 3.9 | 0 | 0 | 0 | 0.65% | 1.6% | 1.1% |
| 10/2020 | -0.22% | -3.27% | 3.7 | 0 | 0 | -0.1 | 0.65% | 0.9% | 1.1% |
| 09/2020 | -2.14% | -3.05% | 3.8 | 0 | 0 | 0 | 0.65% | 1.4% | 0.9% |
| 08/2020 | 1.86% | -0.93% | 3.9 | 0 | 0 | 0 | 0.65% | 1.5% | 0.9% |
| 07/2020 | 2.52% | -2.74% | 3.8 | 0 | 0 | -0.1 | 0.65% | 1.4% | 0.9% |
| 06/2020 | -0.52% | -5.13% | 3.9 | 0 | 0 | 0 | 0.65% | 1.4% | 0.8% |
| 05/2020 | 0.61% | -4.64% | 3.9 | 0 | 0 | 0 | 0.65% | 1.5% | 0.8% |
| 04/2020 | 5.58% | -5.21% | 3.9 | 0 | 0 | 0 | 0.65% | 1.4% | 0.8% |
| 03/2020 | -9.65% | -10.22% | 3.7 | 0 | 0 | 0.1 | 0.65% | 1.1% | 0.6% |
| 02/2020 | -1.07% | -0.63% | 4 | 0 | 0.1 | 0 | 0.65% | 1.2% | 0.6% |
| 01/2020 | 0.44% | 0.44% | 4.1 | 0 | 0 | 0 | 0.65% | 1.4% | 0.7% |
| 12/2019 | 0.65% | 10.92% | 4.1 | 0 | 0 | 0 | 0.38% | 1.4% | 0.7% |
| 11/2019 | 0.74% | 10.2% | 4 | 0 | 0.1 | 0 | 0.38% | 1.4% | 0.8% |
| 10/2019 | 1.12% | 9.39% | 4.1 | 0 | 0 | 0 | 0.38% | 1.4% | 0.8% |
| 09/2019 | 1.43% | 8.18% | 4 | 0 | 0 | 0 | 0.38% | 1.4% | 0.8% |
| 08/2019 | -0.6% | 6.66% | 4 | 0 | 0 | 0 | 0.38% | 1.4% | 0.7% |
| 07/2019 | 1.09% | 7.3% | 4 | 0 | 0 | 0 | 0.38% | 1.4% | 0.7% |
| 06/2019 | 1.97% | 6.14% | 4 | 0 | 15.5 | 0 | 0.38% | 1.4% | 0.7% |
| 05/2019 | -1.47% | 4.09% | 19.4 | 0 | 0 | 0 | 0.38% | 2.1% | 1.8% |
| 04/2019 | 1.6% | 5.65% | 19.7 | 0 | 0 | 0 | 0.38% | 6.9% | 5.1% |
| 03/2019 | 0.59% | 3.98% | 19.4 | 0 | 0 | 0 | 0.38% | 6.7% | 4.8% |
| 02/2019 | 0.86% | 3.37% | 19.3 | 0 | 0 | 0.3 | 0.38% | 6.6% | 4.8% |
| 01/2019 | 2.49% | 2.49% | 18.8 | 0 | 0 | 0 | 0.38% | 6.6% | 4% |
| 12/2018 | -2.95% | -1.99% | 18.4 | 0 | 0 | 0 | 0.41% | 6.2% | 3.9% |
| 11/2018 | 0.32% | 0.99% | 18.9 | 0 | 0 | -0.1 | 0.41% | 6.8% | 3.4% |
| 10/2018 | -1.99% | 0.67% | 19 | 0 | 0.2 | 0 | 0.41% | 6.8% | 4.4% |
| 09/2018 | 0.11% | 2.71% | 19.6 | 0 | 0 | -0.2 | 0.41% | 7.4% | 4.8% |
| 08/2018 | 0.91% | 2.6% | 19.7 | 0 | 0 | 0 | 0.41% | 7.4% | 4.8% |
| 07/2018 | 1.46% | 1.68% | 19.6 | 0 | 0 | 0 | 0.41% | 7.2% | 4.9% |
| 06/2018 | 0.13% | 0.21% | 19.3 | 0 | 0 | 0 | 0.41% | 7% | 4.7% |
| 05/2018 | -0.2% | 0.08% | 19.3 | 0 | 0 | 0 | 0.41% | 7% | 4.7% |
| 04/2018 | 0.73% | 0.28% | 19.3 | 0 | 0.1 | 0 | 0.41% | 7% | 4.8% |
| 03/2018 | -0.73% | -0.44% | 19.2 | 0 | 0.4 | 0 | 0.41% | 6.8% | 4.6% |
| 02/2018 | -1.33% | 0.29% | 19.8 | 0 | 0 | 0.2 | 0.41% | 7% | 4.6% |
| 01/2018 | 1.64% | 1.64% | 19.9 | 0 | 0 | 0 | 0.41% | 7.2% | 4.7% |
| 12/2017 | 0.69% | 6.46% | 19.6 | 0 | 0 | 0 | 0.5% | 7% | 4.4% |
| 11/2017 | 0.64% | 5.73% | 19.5 | 0 | 0 | 0 | 0.5% | 6.8% | 5.3% |
| 10/2017 | 1.07% | 5.06% | 19.3 | 0 | 0 | 0 | 0.5% | 6.7% | 5.3% |
| 09/2017 | 0.24% | 3.94% | 19.1 | 0 | 0.1 | 0 | 0.5% | 6.6% | 5.3% |
| 08/2017 | 0.47% | 3.7% | 19.2 | 0 | 0 | 0 | 0.5% | 6.4% | 5.3% |
| 07/2017 | 1.18% | 3.21% | 19.2 | 0 | 0 | 0 | 0.5% | 6.3% | 5.2% |
| 06/2017 | -0.63% | 2.01% | 19 | 0 | 0 | 0 | 0.5% | 6% | 4.6% |
| 05/2017 | 1.01% | 2.65% | 19.1 | 0 | 0 | 0 | 0.5% | 6.3% | 4.7% |
| 04/2017 | 1.02% | 1.63% | 18.9 | 0 | 0 | 0 | 0.5% | 6.2% | 4.7% |
| 03/2017 | 0.11% | 0.6% | 18.7 | 0 | 0 | 0.5 | 0.5% | 6.2% | 4.8% |
| 02/2017 | 0.48% | 0.49% | 18.2 | 0 | 0 | 0 | 0.5% | 6.2% | 4.7% |
| 01/2017 | 0.01% | 0.01% | 18.1 | 0 | 0 | 0 | 0.5% | 6.1% | 4.8% |
| 12/2016 | 0.72% | 2.8% | 18.1 | 0 | 0 | 0 | 0.54% | 6.2% | 4.8% |
| 11/2016 | 0.3% | 2.06% | 18 | 0 | 0 | 0 | 0.54% | 6.1% | 4.7% |
| 10/2016 | 0.01% | 1.76% | 18 | 0 | 0 | 0 | 0.54% | 6% | 4.7% |
| 09/2016 | -0.38% | 1.75% | 18 | 0 | 0 | 0 | 0.54% | 6% | 4.6% |
| 08/2016 | 0.11% | 2.14% | 18.2 | 0 | 0 | 0 | 0.54% | 6% | 4.6% |
| 07/2016 | 1.76% | 2.02% | 18.1 | 0 | 0 | 0 | 0.54% | 6% | 4.7% |
| 06/2016 | -0.39% | 0.26% | 17.8 | 0 | 0 | 0 | 0.54% | 5.7% | 4.5% |
| 05/2016 | 0.37% | 0.65% | 17.9 | 0 | 0.1 | 0 | 0.54% | 5.9% | 4.4% |
| 04/2016 | 0.86% | 0.28% | 17.9 | 0 | 0 | 0 | 0.54% | 5.8% | 4.4% |
| 03/2016 | 1.09% | -0.57% | 17.8 | 0 | 0 | 0 | 0.54% | 5.7% | 4.3% |
| 02/2016 | -0.21% | -1.65% | 17.6 | 0 | 0 | 0 | 0.54% | 5.6% | 4.2% |
| 01/2016 | -1.44% | -1.44% | 17.7 | 0 | 0 | 0 | 0.54% | 5.9% | 4.2% |
| 12/2015 | -0.94% | -0.14% | 17.9 | 0 | 0 | 0 | 0.56% | 6.1% | 4.3% |
| 11/2015 | -0.65% | 0.81% | 18.1 | 0 | 0 | 0 | 0.56% | 6.4% | 4.5% |
| 10/2015 | 2.44% | 1.47% | 18.3 | 0 | 0 | 0.1 | 0.56% | 6.5% | 4.5% |
| 09/2015 | -2.03% | -0.95% | 17.7 | 0 | 0 | 0 | 0.56% | 5.7% | 4% |
| 08/2015 | -1.47% | 1.1% | 18.1 | 0 | 0 | 0 | 0.56% | 6% | 4.1% |
| 07/2015 | 1.22% | 2.61% | 18.4 | 0 | 0 | 0 | 0.56% | 6.5% | 4.2% |
| 06/2015 | -2.44% | 1.38% | 18.2 | 0 | 0 | 0 | 0.56% | 6.3% | 4.1% |
| 05/2015 | 0.2% | 3.91% | 18.6 | 0 | 0 | 0 | 0.56% | 6.5% | 4% |
| 04/2015 | 0.46% | 3.7% | 18.6 | 0 | 0 | 0 | 0.56% | 6.5% | 3.6% |
| 03/2015 | 0.48% | 3.23% | 18.5 | 0 | 0 | 0 | 0.56% | 6.4% | 3.1% |
| 02/2015 | 2.47% | 2.74% | 18.5 | 0 | 0 | 0 | 0.56% | 6.1% | 2.9% |
| 01/2015 | 0.26% | 0.26% | 18 | 0 | 0 | 0 | 0.56% | 5.5% | 2.6% |
| 12/2014 | -1.06% | 5.07% | 18 | 0 | 0 | 0 | 0.63% | 5.6% | 2.6% |
| 11/2014 | 1.2% | 6.19% | 18.2 | 0 | 0.2 | 0 | 0.63% | 5.7% | 2.6% |
| 10/2014 | -0.3% | 4.94% | 18.2 | 0 | 0 | 0 | 0.63% | 5.5% | 2.5% |
| 09/2014 | 0.57% | 5.25% | 18.2 | 0 | 0.1 | 0 | 0.63% | 5.6% | 2.4% |
| 08/2014 | 1.76% | 4.65% | 18.3 | 0 | 0 | 0.4 | 0.63% | 5.5% | 2.4% |
| 07/2014 | 0.02% | 2.84% | 18 | 0 | 0.4 | 0.4 | 0.63% | 5.3% | 2.3% |
| 06/2014 | -0.33% | 2.82% | 17.6 | 0 | 0 | 0 | 0.63% | 5.4% | 2.3% |
| 05/2014 | 1.02% | 3.16% | 17.6 | 0 | 0 | 0 | 0.63% | 5.4% | 2.3% |
| 04/2014 | -0.23% | 2.12% | 17.5 | 0 | 0 | 0 | 0.63% | 5.3% | 2.2% |
| 03/2014 | 0.76% | 2.36% | 17.5 | 0 | 0.1 | 0 | 0.63% | 5.6% | 2.2% |
| 02/2014 | 1.79% | 1.59% | 17.5 | 0 | 1.1 | 0 | 0.63% | 5.5% | 2.2% |
| 01/2014 | -0.2% | -0.2% | 18.2 | 0 | 0.3 | 0 | 0.63% | 5.9% | 2.3% |
| 12/2013 | -0.28% | 9.34% | 18.6 | 0 | 0 | 0 | 0.69% | 6% | 2.4% |
| 11/2013 | 1.62% | 9.65% | 18.6 | 0 | 0.1 | 0 | 0.69% | 6.2% | 2.4% |
| 10/2013 | 1.35% | 7.9% | 18.4 | 0 | 0 | 0 | 0.69% | 6.3% | 2.4% |
| 09/2013 | 2.19% | 6.46% | 18.2 | 0 | 0 | 0 | 0.69% | 6.1% | 2.3% |
| 08/2013 | -0.57% | 4.18% | 17.9 | 0 | 0 | -0.3 | 0.69% | 5.9% | 2.3% |
| 07/2013 | 1.77% | 4.78% | 18.3 | 0 | 0 | 0 | 0.69% | 6% | 2.3% |
| 06/2013 | -1.55% | 2.96% | 18 | 0 | 0 | 0 | 0.69% | 5.8% | 2.1% |
| 05/2013 | 1.45% | 4.58% | 18.3 | 0 | 0.1 | 0 | 0.69% | 6% | 2.2% |
| 04/2013 | 0.76% | 3.08% | 18.1 | 0 | 0.1 | 0 | 0.69% | 5.8% | 2.1% |
| 03/2013 | 0.28% | 2.3% | 18.1 | 0 | 0 | 0 | 0.69% | 5.8% | 2.1% |
| 02/2013 | 1.35% | 2.02% | 18.1 | 0 | 0 | -0.5 | 0.69% | 5.8% | 2% |
| 01/2013 | 0.66% | 0.66% | 18.4 | 0 | 0.1 | 0 | 0.69% | 5.6% | 2% |
| 12/2012 | -0.3% | 9.11% | 18.3 | 0 | 0 | 0.1 | 0.87% | 5.5% | 1.9% |
| 11/2012 | 1.02% | 9.44% | 18.2 | 0 | 0 | 0 | 0.87% | 5.7% | 2% |
| 10/2012 | 2.08% | 8.33% | 18.1 | 0 | 0 | 0 | 0.87% | 5.7% | 2% |
| 09/2012 | 2.45% | 6.13% | 17.7 | 0 | 0 | 0 | 0.87% | 5.7% | 2% |
| 08/2012 | 0% | 3.59% | 17.3 | 0 | 0.2 | 0 | 0.87% | 5.5% | 2% |
| 07/2012 | 1.92% | 3.59% | 17.5 | 0 | 0.1 | 0 | 0.87% | 5.4% | 2% |
| 06/2012 | -0.7% | 1.64% | 17.2 | 0 | 0.8 | 0.3 | 0.87% | 5.3% | 1.9% |
| 05/2012 | -2.93% | 2.35% | 17.9 | 0 | 0 | 0 | 0.87% | 5.4% | 1.8% |
| 04/2012 | 1.34% | 5.44% | 18.4 | 0 | 0.1 | 0 | 0.87% | 5.8% | 1.9% |
| 03/2012 | 1.45% | 4.05% | 18.2 | 0 | 0.2 | 0.6 | 0.87% | 5.5% | 1.7% |
| 02/2012 | 0.1% | 2.56% | 17.6 | 0 | 0 | 0 | 0.87% | 5.2% | 1.6% |
| 01/2012 | 2.46% | 2.46% | 17.6 | 0 | 0.1 | 0 | 0.87% | 5.2% | 1.6% |
| 12/2011 | 0.38% | -3.55% | 17.2 | 0 | 0 | 0 | 0.89% | 4.9% | 1.5% |
| 11/2011 | -2.1% | -3.92% | 17.2 | 0 | 0.1 | 0 | 0.89% | 5% | 1.5% |
| 10/2011 | 2.69% | -1.86% | 17.6 | 0 | 0 | 0 | 0.89% | 5.2% | 1.5% |
| 09/2011 | -1.18% | -4.43% | 17.2 | 0 | 0 | 0 | 0.89% | 4.9% | 1.4% |
| 08/2011 | -2.92% | -3.29% | 17.5 | 0 | 0.3 | 0.2 | 0.89% | 5% | 1.4% |
| 07/2011 | 0.09% | -0.38% | 18.2 | 0 | 0 | 0 | 0.89% | 5.2% | 1.4% |
| 06/2011 | -1.13% | -0.47% | 18.2 | 0 | 0 | 0 | 0.89% | 5.2% | 1.3% |
| 05/2011 | -0.85% | 0.67% | 18.4 | 0 | 0 | 0 | 0.89% | 5.3% | 1.2% |
| 04/2011 | -0.22% | 1.53% | 18.6 | 0 | 0.2 | 0 | 0.89% | 5.4% | 1.2% |
| 03/2011 | 1.18% | 1.76% | 18.9 | 0 | 0 | 0 | 0.89% | 5.5% | 1.4% |
| 02/2011 | 0.02% | 0.57% | 18.7 | 0 | 0 | 0 | 0.89% | 5.5% | 1.5% |
| 01/2011 | 0.55% | 0.55% | 18.7 | 0 | 0 | 0 | 0.89% | 5.6% | 1.5% |
| 12/2010 | 1.15% | 12.06% | 18.6 | 0.1 | 0 | 0 | 0.93% | 5.8% | 0.2% |
| 11/2010 | -0.89% | 10.79% | 18.4 | 0 | 0.3 | 0 | 0.93% | 5.7% | 0.2% |
| 10/2010 | 3.18% | 11.78% | 18.8 | 0.1 | 0 | 0 | 0.93% | 5.6% | 0.2% |
| 09/2010 | 2.16% | 8.34% | 18.1 | 0 | 0 | 0.1 | 0.93% | 5.1% | 0.2% |
| 08/2010 | 1.66% | 6.05% | 17.7 | 0 | 0 | 0 | 0.93% | 4.8% | 0.2% |
| 07/2010 | 2.48% | 4.31% | 17.4 | 0 | 0 | 0 | 0.93% | 4.9% | 0.2% |
| 06/2010 | 1.21% | 1.79% | 17 | 0 | 0.1 | 0 | 0.93% | 4.6% | 0.2% |
| 05/2010 | -2.79% | 0.57% | 16.9 | 0 | 0 | -0.1 | 0.93% | 4.1% | 0.2% |
| 04/2010 | -1.64% | 3.46% | 17.6 | 0 | 0.2 | 0 | 0.93% | 4.9% | 0.2% |
| 03/2010 | 1.4% | 5.18% | 18 | 0 | 0.1 | 0 | 0.93% | 5.1% | 0.2% |
| 02/2010 | 2.25% | 3.73% | 17.9 | 0 | 0 | 0 | 0.93% | 5% | 0.2% |
| 01/2010 | 1.45% | 1.45% | 17.5 | 0 | 0.1 | 0 | 0.93% | 4.7% | 0.2% |
| 12/2009 | 1.82% | 38.2% | 17.4 | 0.1 | 0.5 | 0 | 1.01% | 4.3% | 0.2% |
| 11/2009 | 2.2% | 35.73% | 17.4 | 0.1 | 0 | 0 | 1.01% | 3.1% | 0.2% |
| 10/2009 | 2.46% | 32.81% | 17 | 0 | 0.1 | -0.1 | 1.01% | 2.4% | 0% |
| 09/2009 | 0.52% | 29.62% | 16.8 | 0 | 0 | 0 | 1.01% | 3.4% | 0% |
| 08/2009 | -1.25% | 28.95% | 16.7 | 0 | 0 | 0 | 1.01% | 2.5% | 0% |
| 07/2009 | 2.47% | 30.58% | 17 | 0 | 0 | 0 | 1.01% | 3.1% | 0% |
| 06/2009 | 2.66% | 27.44% | 16.6 | 0 | 0 | 0 | 1.01% | 1.7% | 0% |
| 05/2009 | 2.71% | 24.13% | 16.2 | 0 | 0 | 0.1 | 1.01% | 1.8% | 0% |
| 04/2009 | 5.21% | 20.86% | 15.7 | 0 | 0 | 0 | 1.01% | 2.3% | 0% |
| 03/2009 | 2.7% | 14.87% | 14.9 | 0 | 0 | 0 | 1.01% | 1.6% | 0% |
| 02/2009 | 1.18% | 11.85% | 14.6 | 0 | 0 | 0 | 1.01% | 1.5% | 0% |
| 01/2009 | 10.55% | 10.55% | 14.4 | 0 | 0 | 0.7 | 1.01% | 2% | 0% |
| 12/2008 | -1.49% | -27.76% | 12.4 | 0.8 | 0 | 0 | 1.01% | 1.3% | 0% |
| 11/2008 | -6.78% | -26.67% | 11.7 | 0 | 0.1 | 0 | 1.01% | 1.3% | 0% |
| 10/2008 | -12.83% | -21.34% | 12.7 | 0 | 0 | 0 | 1.01% | 2.8% | 0% |
| 09/2008 | -6.08% | -9.76% | 14.6 | 0 | 0 | 0 | 1.01% | 2.9% | 0% |
| 08/2008 | 0.38% | -3.92% | 15.5 | 0 | 0 | 0 | 1.01% | 2.1% | 0% |
| 07/2008 | -3.85% | -4.28% | 15.4 | 0 | 0 | 0 | 1.01% | 2.4% | 0% |
| 06/2008 | -1.86% | -0.45% | 16.1 | 0 | 0 | -0.2 | 1.01% | 2.6% | 0% |
| 05/2008 | 1.69% | 1.44% | 16.5 | 0 | 0 | 0 | 1.01% | 3.1% | 0% |
| 04/2008 | 2.53% | -0.25% | 16.3 | 0 | 0.1 | 0 | 1.01% | 2.9% | 0% |
| 03/2008 | -3.39% | -2.71% | 15.9 | 0 | 0.1 | 0 | 1.01% | 2.4% | 0% |
| 02/2008 | 2.73% | 0.71% | 16.6 | 0.1 | 0 | 0.5 | 1.01% | 3.9% | 0% |
| 01/2008 | -1.97% | -1.97% | 15.6 | 0 | 0 | 0 | 1.01% | 3.8% | 0.3% |
| 12/2007 | -0.17% | 2.89% | 16 | 1 | 0 | 0 | 1.1% | - | - |
| 11/2007 | -2.6% | 3.07% | 15.1 | 0 | 0 | -0.1 | 1.1% | - | - |
| 10/2007 | 3.61% | 5.82% | 15.5 | 0 | 0 | 0 | 1.1% | - | - |
| 09/2007 | 2.11% | 2.13% | 15 | 0 | 0 | 0 | 1.1% | - | - |
| 08/2007 | -4.37% | 0.02% | 14.7 | 0 | 0.1 | 0 | 1.1% | - | - |
| 07/2007 | -2.09% | 4.59% | 15.5 | 0 | 0 | 0 | 1.1% | - | - |
| 06/2007 | -1.54% | 6.82% | 15.8 | 0 | 0 | 0 | 1.1% | - | - |
| 05/2007 | 3.02% | 8.5% | 16.1 | 0 | 0 | 0 | 1.1% | - | - |
| 04/2007 | 2.94% | 5.32% | 15.6 | 0 | 0 | 0 | 1.1% | - | - |
| 03/2007 | -0.39% | 2.31% | 15.2 | 0 | 0 | 0 | 1.1% | - | - |
| 02/2007 | 1.16% | 2.71% | 15.2 | 0 | 0 | 0 | 1.1% | - | - |
| 01/2007 | 1.53% | 1.53% | 15 | 0 | 0 | 0 | 1.1% | - | - |
| 12/2006 | 0.05% | 8.97% | 14.8 | 1.1 | 0.2 | 0 | 1.21% | - | - |
| 11/2006 | 1.97% | 8.91% | 13.9 | 0 | 0 | 0 | 1.21% | - | - |
| 10/2006 | 4.28% | 6.81% | 13.6 | 0 | 0 | 0 | 1.21% | - | - |
| 09/2006 | 2.15% | 2.42% | 13.1 | 0 | 0 | 0 | 1.21% | - | - |
| 08/2006 | 0.14% | 0.27% | 12.8 | 0 | 0.1 | 0 | 1.21% | - | - |
| 07/2006 | -0.03% | 0.13% | 12.9 | 0 | 0.2 | 0 | 1.21% | - | - |
| 06/2006 | -0.69% | 0.16% | 13.1 | 0 | 0.1 | 0 | 1.21% | - | - |
| 05/2006 | -1.04% | 0.85% | 13.3 | 0 | 0 | 0 | 1.21% | - | - |
| 04/2006 | 1.8% | 1.91% | 13.4 | 0 | 0 | 0 | 1.21% | - | - |
| 03/2006 | 0.79% | 0.11% | 13.2 | 0 | 0.2 | 0 | 1.21% | - | - |
| 02/2006 | -1.05% | -0.67% | 13.3 | 0 | 0 | 0 | 1.21% | - | - |
| 01/2006 | 0.38% | 0.38% | 13.5 | 0 | 0 | 0 | 1.21% | - | - |
| 12/2005 | 1.42% | 16.65% | 13.4 | 0.2 | 0.1 | 0 | 0% | - | - |
| 11/2005 | -0.06% | 15.02% | 13.2 | 0 | 0 | 0 | 0% | - | - |
| 10/2005 | 0.26% | 15.08% | 13.2 | 0 | 0 | 0 | 0% | - | - |
| 09/2005 | 2.13% | 14.79% | 13.2 | 0 | 0.1 | 0 | 0% | - | - |
| 08/2005 | 1.32% | 12.39% | 13 | 0 | 0.1 | -0.1 | 0% | - | - |
| 07/2005 | 1.16% | 10.93% | 13.1 | 0 | 0 | 0 | 0% | - | - |
| 06/2005 | -1.21% | 9.66% | 12.9 | 0 | 0 | 0 | 0% | - | - |
| 05/2005 | 1.84% | 11% | 13.1 | 0 | 0.2 | 0 | 0% | - | - |
| 04/2005 | 0.69% | 8.99% | 13 | 0 | 0.5 | -0 | 0% | - | - |
| 03/2005 | -0.16% | 8.25% | 13.4 | 0 | 0.6 | 0.1 | 0% | - | - |
| 02/2005 | 6.66% | 8.42% | 14 | 0 | 0 | 6.8 | 0% | - | - |
| 01/2005 | 1.65% | 1.65% | 6.8 | 0 | 0 | 0 | 0% | - | - |
| 12/2004 | 4.33% | 12.07% | 6.7 | 0.4 | 0.3 | 0 | 1.2% | - | - |
| 11/2004 | 2.19% | 7.42% | 6.3 | 0 | 0.3 | 0 | 1.2% | - | - |
| 10/2004 | 0.09% | 5.12% | 6.5 | 0 | 0.1 | 0 | 1.2% | - | - |
| 09/2004 | 1.27% | 5.02% | 6.5 | 0 | 0.2 | 0 | 1.2% | - | - |
| 08/2004 | -0.98% | 3.71% | 6.6 | 0 | 0.1 | 0 | 1.2% | - | - |
| 07/2004 | -0.53% | 4.73% | 6.8 | 0 | 0.1 | 0 | 1.2% | - | - |
| 06/2004 | 2.12% | 5.29% | 6.9 | 0.5 | 0.7 | 0 | 1.2% | - | - |
| 05/2004 | 0.85% | 3.11% | 6.9 | 0 | 0.1 | 0 | 1.2% | - | - |
| 04/2004 | 0.79% | 2.24% | 6.9 | 0 | 0 | 0 | 1.2% | - | - |
| 03/2004 | 0.24% | 1.44% | 6.9 | 0.1 | 0.2 | 0 | 1.2% | - | - |
| 02/2004 | 0.82% | 1.19% | 7 | 0 | 0 | 0 | 1.2% | - | - |
| 01/2004 | 0.37% | 0.37% | 7 | 0 | 0 | 0 | 1.2% | - | - |
| 12/2003 | 1.29% | 11.01% | 7 | 0.3 | 0.4 | 0 | 0.7% | - | - |
| 11/2003 | 1.2% | 9.6% | 6.9 | 0 | 0 | 0.2 | 0.7% | - | - |
| 10/2003 | 1.82% | 8.3% | 6.7 | 0 | 0 | 0.2 | 0.7% | - | - |
| 09/2003 | 1.55% | 6.36% | 6.4 | 0 | 0.1 | 0 | 0.7% | - | - |
| 08/2003 | -0.47% | 4.74% | 6.3 | 0 | 0.1 | 0 | 0.7% | - | - |
| 07/2003 | -1.7% | 5.23% | 6.4 | 0 | 0.2 | 0 | 0.7% | - | - |
| 06/2003 | 2.65% | 7.05% | 6.8 | 0 | 0 | 0 | 0.7% | - | - |
| 05/2003 | 1.12% | 4.29% | 6.6 | 0 | 0 | 0.2 | 0.7% | - | - |
| 04/2003 | 1.5% | 3.13% | 6.3 | 0.2 | 0 | 0 | 0.7% | - | - |
| 03/2003 | 0.3% | 1.61% | 6.1 | 0 | 0.3 | 0 | 0.7% | - | - |
| 02/2003 | 0.58% | 1.3% | 6.3 | 0 | 0.6 | 0 | 0.7% | - | - |
| 01/2003 | 0.72% | 0.72% | 6.9 | 0 | 0.4 | 0 | 0.7% | - | - |
| 12/2002 | 0.52% | - | 7.3 | 6.7 | 0 | 0 | - | - | - |
| 11/2002 | 0.69% | - | 0.6 | 0 | 0 | 0 | - | - | - |
| 10/2002 | 0.77% | - | 0.6 | 0 | 0 | 0 | - | - | - |
| 09/2002 | 0.64% | - | 0.6 | 0 | 0 | 0 | - | - | - |
| 08/2002 | 0.24% | - | 0.6 | 0 | 0 | 0 | - | - | - |
| 07/2002 | 0.01% | - | 0.6 | 0 | 0 | 0 | - | - | - |
| 06/2002 | -1.95% | - | 0.6 | 0.1 | 0 | 0 | - | - | - |
| 05/2002 | 0.33% | - | 0.5 | 0 | 0 | 0 | - | - | - |
| 04/2002 | 2.4% | - | 0.5 | 0.4 | 0 | 0 | - | - | - |
| 03/2002 | 0.6% | - | 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 מיטב פיצויים שוהם כהלכה?
ב-07/2026: 0.15% לחודש, 4.73% מתחילת השנה, 38.62% ל-3 שנים ו-39.89% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במיטב פיצויים שוהם כהלכה?
0.77% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מיטב פיצויים שוהם כהלכה 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.