מבטחים מרכזית לפיצויים: תשואה, דמי ניהול וסיכון
מבטחים מרכזית לפיצויים מנוהלת על ידי מנורה מבטחים פנסיה וגמל בע"מ, בסיווג מרכזית לפיצויים, פעילה מ-2003; 279 חודשי דיווח מ-05/2003 עד 07/2026.
תשואה 07/2026
-0.42%
מתחילת השנה
4.44%
3 שנים מצטבר
30.34%
5 שנים מצטבר
29.71%
דמי ניהול מצבירה
0.78%
לשנה
נכסים
88
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: 88 מיליון ש"ח, מקום 26 מתוך 53 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 29.71%, מקום 22 מתוך 46 בקטגוריה; ל-3 שנים: 30.34% (מקום 19 מתוך 46).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 12,971 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 16,337 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.78% לשנה (מקום 45 מתוך 53 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-14,496 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -16.4% בין 10/2007 ל-10/2008.
- סטיית תקן: 5.41; מדד שארפ: 0.69 (מקום 19 מתוך 46); חשיפה למניות 27.9%, לחו"ל 26%, למט"ח 10.4%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 15.52% | 7.81% | -11.6% | 26.24% | 9.67% | -3.15% | 10.2% | 9.12% | 5.79% | 1.51% | 3.72% | 6.27% | -0.84% | 9.75% | 2.5% | 8.99% | -9.11% | 7.35% | 9.23% | 12.87% |
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) | 88 | 26 / 53 |
| דמי ניהול מצבירה (נמוך = 1) | 0.78% | 45 / 53 |
| תשואה מתחילת השנה | 4.44% | 17 / 46 |
| תשואה 3 שנים | 30.34% | 19 / 46 |
| תשואה 5 שנים | 29.71% | 22 / 46 |
| מדד שארפ | 0.69 | 19 / 46 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- אלטשולר שחם לפנסיה תקציבית מסלול אג"ח 90 מ' ש"ח
- הפניקס מרכזית לפיצויים רב מסלולית- סנונית 78 מ' ש"ח
- מנורה מרכזית לפיצויים עד 10% מניות 77 מ' ש"ח
- אלטשולר שחם פיצויים אשראי ואג"ח (עד 25% מניות) 100 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 | -0.42% | 4.44% | 88 | 0 | 2 | 0 | 0.78% | 27.9% | 26% |
| 06/2026 | -0.2% | 4.88% | 90.4 | 0 | 0.2 | 0 | 0.78% | 28.5% | 25.4% |
| 05/2026 | 2% | 5.09% | 90.8 | 0 | 0.4 | 0 | 0.78% | 28.5% | 24.9% |
| 04/2026 | 3.07% | 3.03% | 89.5 | 0 | 0 | 0 | 0.78% | 28.3% | 24.2% |
| 03/2026 | -2.27% | -0.04% | 86.9 | 0 | 0.3 | 0 | 0.78% | 27.3% | 23.8% |
| 02/2026 | 0.46% | 2.28% | 89.2 | 0 | 0.3 | 0 | 0.78% | 28.7% | 23.7% |
| 01/2026 | 1.81% | 1.81% | 89.1 | 0 | 0.4 | -0 | 0.78% | 28.5% | 23.8% |
| 12/2025 | 0.76% | 12.87% | 88 | 0 | 0.3 | -0.2 | 0.81% | 28% | 23.7% |
| 11/2025 | 0.87% | 12.02% | 87.9 | 0 | 0.3 | 0 | 0.81% | 27.9% | 25.4% |
| 10/2025 | 1.38% | 11.05% | 87.5 | 0 | 0.3 | 0 | 0.81% | 27.8% | 25.8% |
| 09/2025 | 1.93% | 9.54% | 86.6 | 0 | 0.3 | 0 | 0.81% | 27.4% | 25.2% |
| 08/2025 | 1.16% | 7.47% | 85.3 | -0.1 | 0.3 | 0 | 0.81% | 27% | 25.4% |
| 07/2025 | 0.61% | 6.23% | 84.7 | 0.1 | 0.3 | 0 | 0.81% | 27% | 25.5% |
| 06/2025 | 2.96% | 5.59% | 84.5 | 0 | 0.3 | 0 | 0.81% | 26.7% | 24.7% |
| 05/2025 | 1.42% | 2.55% | 82.4 | 0 | 0.2 | 0 | 0.81% | 25.9% | 24.9% |
| 04/2025 | 1.01% | 1.12% | 81.4 | 0 | 0.6 | 0 | 0.81% | 25% | 25.2% |
| 03/2025 | -1.19% | 0.11% | 81.3 | 0 | 0.8 | 0 | 0.81% | 24.4% | 24.8% |
| 02/2025 | 0.18% | 1.31% | 83.1 | 0 | 0.4 | -0 | 0.81% | 24.4% | 24.7% |
| 01/2025 | 1.13% | 1.13% | 83.4 | 0 | 0.5 | 0 | 0.81% | 25.3% | 25.5% |
| 12/2024 | 0.66% | 9.23% | 83 | 0 | 0.4 | -0.3 | 0.84% | 24.6% | 25.3% |
| 11/2024 | 1.74% | 8.51% | 83.2 | 0 | 0.2 | 0 | 0.84% | 24.8% | 27.5% |
| 10/2024 | 0.13% | 6.66% | 82 | 0 | 0.2 | 0 | 0.84% | 24.9% | 28.8% |
| 09/2024 | 1.25% | 6.52% | 82.1 | 0 | 0.4 | 0 | 0.84% | 24.8% | 28.9% |
| 08/2024 | 1.01% | 5.2% | 81.6 | 0 | 0.1 | 0 | 0.84% | 24.9% | 29.5% |
| 07/2024 | 1.27% | 4.15% | 80.9 | 0 | 0.2 | -0.1 | 0.84% | 24.6% | 29.3% |
| 06/2024 | 0.6% | 2.85% | 80.3 | 0 | 2.5 | 0 | 0.84% | 24.6% | 25.6% |
| 05/2024 | 0.56% | 2.23% | 82.4 | 0 | 0.6 | 0 | 0.84% | 25.1% | 28.2% |
| 04/2024 | -1.31% | 1.66% | 82.6 | 0.1 | 0.2 | -0.1 | 0.84% | 24.5% | 27.8% |
| 03/2024 | 1.4% | 3.01% | 83.9 | 0 | 0.1 | 0 | 0.84% | 25.7% | 28.5% |
| 02/2024 | 1.56% | 1.59% | 82.9 | 0 | 0.2 | -0.9 | 0.84% | 24.5% | 27.2% |
| 01/2024 | 0.03% | 0.03% | 82.8 | 0 | 0.3 | 0 | 0.84% | 23.5% | 27.2% |
| 12/2023 | 2.44% | 7.35% | 83.1 | 0 | 0.4 | 0 | 0.82% | 23.9% | 23.5% |
| 11/2023 | 3.61% | 4.79% | 81.6 | 0 | 0.5 | 0 | 0.82% | 23.2% | 27% |
| 10/2023 | -2.86% | 1.14% | 79.2 | 0 | 1.2 | 0 | 0.82% | 22.3% | 26.5% |
| 09/2023 | -1.34% | 4.12% | 82.9 | 0.2 | 0 | 0 | 0.82% | 23.1% | 23% |
| 08/2023 | -0.48% | 5.54% | 83.9 | 0 | 0 | 0 | 0.82% | 23.9% | 26.9% |
| 07/2023 | 1.97% | 6.04% | 84.4 | 0 | 0 | 0 | 0.82% | 24.3% | 28.8% |
| 06/2023 | 1.47% | 4% | 82.8 | 0 | 0.9 | 0 | 0.82% | 24.4% | 24.1% |
| 05/2023 | 0.64% | 2.49% | 82.6 | 0 | 0.4 | 0 | 0.82% | 23.4% | 27.6% |
| 04/2023 | 0.99% | 1.84% | 82.5 | 0 | 0.1 | 0 | 0.82% | 23.1% | 27.4% |
| 03/2023 | 0.57% | 0.84% | 81.8 | 0 | 0.1 | 0 | 0.82% | 22.7% | 23.9% |
| 02/2023 | -1.92% | 0.27% | 81.6 | 0 | 0.3 | 0 | 0.82% | 22.3% | 26.4% |
| 01/2023 | 2.23% | 2.23% | 83.5 | 0 | 0.1 | 0 | 0.82% | 22.3% | 27.2% |
| 12/2022 | -1.36% | -9.11% | 81.9 | 0 | 0.2 | -0.2 | 0.72% | 22.9% | 28.1% |
| 11/2022 | 1.48% | -7.85% | 83.5 | 0 | 0.5 | 0 | 0.72% | 24.2% | 28.8% |
| 10/2022 | 1.67% | -9.2% | 82.8 | 0 | 1.3 | 0 | 0.72% | 23.6% | 26.8% |
| 09/2022 | -3.77% | -10.69% | 82.8 | 0 | 0.7 | 0 | 0.72% | 22.8% | 27.3% |
| 08/2022 | -1.64% | -7.19% | 86.7 | 0 | 1.5 | -0.6 | 0.72% | 24.4% | 27.8% |
| 07/2022 | 2.56% | -5.64% | 90.4 | 0 | 0.4 | 0 | 0.72% | 25.3% | 28.4% |
| 06/2022 | -1.92% | -8% | 88.6 | 0 | 1.1 | -0.5 | 0.72% | 24.5% | 20.6% |
| 05/2022 | -2.27% | -6.2% | 92 | 0 | 1.6 | 0 | 0.72% | 26% | 30.2% |
| 04/2022 | -1.35% | -4.02% | 95.8 | 0 | 2.2 | 0 | 0.72% | 26.9% | 29.4% |
| 03/2022 | 0.05% | -2.7% | 99.4 | 0 | 2.6 | -0.1 | 0.72% | 27.9% | 23.1% |
| 02/2022 | -1.09% | -2.75% | 102.1 | 0 | 1.8 | 0 | 0.72% | 28.9% | 32.7% |
| 01/2022 | -1.68% | -1.68% | 105.1 | 0 | 2.8 | 0 | 0.72% | 30.7% | 33.5% |
| 12/2021 | 0.98% | 8.99% | 109.8 | 0 | 1.6 | -0.1 | 0.64% | 31.4% | 25.3% |
| 11/2021 | 0.07% | 7.93% | 110.5 | 0 | 4.2 | 0 | 0.64% | 31.6% | 34.9% |
| 10/2021 | 1.6% | 7.86% | 114.7 | 0 | 1.3 | 0 | 0.64% | 32.7% | 35.5% |
| 09/2021 | -0.59% | 6.16% | 114.2 | 0.8 | 1.7 | -0.3 | 0.64% | 31.9% | 29% |
| 08/2021 | 1.16% | 6.79% | 116.1 | 0 | 5.8 | 0 | 0.64% | 33.5% | 36.5% |
| 07/2021 | 0.51% | 5.56% | 120.6 | 0 | 2.8 | -0.1 | 0.64% | 34.5% | 36.5% |
| 06/2021 | 0.49% | 5.03% | 122.9 | 0 | 4.6 | 0 | 0.64% | 35% | 31.3% |
| 05/2021 | 0.85% | 4.52% | 127 | 0.3 | 2.5 | 0 | 0.64% | 36.3% | 38.6% |
| 04/2021 | 1.49% | 3.63% | 128.1 | 0 | 1.1 | -0.1 | 0.64% | 36% | 39.1% |
| 03/2021 | 1.1% | 2.11% | 127.5 | 0 | 0.5 | 0 | 0.64% | 34.3% | 32.6% |
| 02/2021 | 0.21% | 1% | 126.7 | 0 | 0.3 | 0 | 0.64% | 35.6% | 38.6% |
| 01/2021 | 0.79% | 0.79% | 126.8 | 0 | 0.8 | -0.3 | 0.64% | 34.6% | 37.5% |
| 12/2020 | 1.5% | 2.5% | 126.9 | 0 | 0.4 | -0.3 | 0.55% | 35.3% | 31.7% |
| 11/2020 | 3.82% | 0.99% | 125.7 | 0 | 0.6 | -0.7 | 0.55% | 33.6% | 37.6% |
| 10/2020 | 0.28% | -2.73% | 122.4 | 0 | 0.5 | -1.1 | 0.55% | 31% | 35.3% |
| 09/2020 | -1.57% | -3% | 123.7 | 0 | 0.4 | 0.1 | 0.55% | 31.2% | 30.8% |
| 08/2020 | 2.09% | -1.45% | 126.1 | 0 | 1 | -0 | 0.55% | 31.5% | 37.8% |
| 07/2020 | 1.84% | -3.47% | 124.6 | 0 | 0.7 | -0.4 | 0.55% | 30.7% | 35.4% |
| 06/2020 | -0.76% | -5.21% | 123.5 | 0 | 1.4 | 0 | 0.55% | 29.9% | 32.1% |
| 05/2020 | 1.51% | -4.49% | 125.8 | 0 | 1.5 | -0.9 | 0.55% | 30.3% | 36.3% |
| 04/2020 | 4.42% | -5.91% | 126.4 | 0 | 0.6 | 0 | 0.55% | 29.7% | 33.8% |
| 03/2020 | -8.72% | -9.89% | 121.6 | 0 | 1.7 | 0 | 0.55% | 27.4% | 28.8% |
| 02/2020 | -1.5% | -1.28% | 135.2 | 0 | 0.5 | -0 | 0.55% | 30.9% | 35.2% |
| 01/2020 | 0.22% | 0.22% | 137.9 | 0 | 2.4 | -0.4 | 0.55% | 32.7% | 36.3% |
| 12/2019 | 0.64% | 9.75% | 140.4 | 0 | 0.2 | -0.4 | 0.61% | 32.5% | 36% |
| 11/2019 | 0.49% | 9.05% | 140.2 | 0 | 0.8 | -0.7 | 0.61% | 32.1% | 37.5% |
| 10/2019 | 0.93% | 8.52% | 141.1 | 0 | 0.7 | 0 | 0.61% | 32.5% | 37.5% |
| 09/2019 | 1.01% | 7.52% | 140.6 | 0 | 0.8 | 0 | 0.61% | 31.5% | 34.9% |
| 08/2019 | -0.48% | 6.45% | 140 | -0 | 0.6 | -1 | 0.61% | 30.3% | 35% |
| 07/2019 | 0.67% | 6.96% | 142.4 | 0 | 1.5 | -0.2 | 0.61% | 31.3% | 36.2% |
| 06/2019 | 1.47% | 6.25% | 143.3 | 0 | 0.3 | -1.3 | 0.61% | 31.8% | 34% |
| 05/2019 | -0.39% | 4.71% | 142.8 | 0 | 2.2 | -1.9 | 0.61% | 30.5% | 34.1% |
| 04/2019 | 1.19% | 5.12% | 147.6 | 0 | 0.3 | 0 | 0.61% | 31.7% | 37.4% |
| 03/2019 | 0.69% | 3.88% | 146.2 | -0.4 | 2.4 | -0.3 | 0.61% | 30.7% | 35.3% |
| 02/2019 | 1.05% | 3.17% | 148.3 | 0.4 | 1.1 | 0 | 0.61% | 30% | 36.6% |
| 01/2019 | 2.1% | 2.1% | 147.5 | 0 | 0.7 | 0.9 | 0.61% | 30% | 36.4% |
| 12/2018 | -1.73% | -0.84% | 144.3 | 0 | 0.6 | -1.8 | 0.67% | 28.8% | 34% |
| 11/2018 | 0.06% | 0.91% | 149.5 | 0 | 2.6 | 0 | 0.67% | 30.7% | 38.1% |
| 10/2018 | -1.24% | 0.85% | 152.1 | 0 | 0.2 | 0 | 0.67% | 29.7% | 39.9% |
| 09/2018 | 0.04% | 2.11% | 154.2 | 0 | 0.2 | 0 | 0.67% | 32.5% | 36.9% |
| 08/2018 | 0.77% | 2.07% | 154.5 | 0 | 0.2 | -0.2 | 0.67% | 32.8% | 39.5% |
| 07/2018 | 0.85% | 1.29% | 153.8 | 0 | 0.9 | -0.2 | 0.67% | 32.6% | 40.3% |
| 06/2018 | -0.23% | 0.44% | 153.6 | -0.1 | 0.9 | 0 | 0.67% | 31.6% | 36.7% |
| 05/2018 | 0.07% | 0.67% | 155 | 0.1 | 0.6 | -0.7 | 0.67% | 32% | 38.7% |
| 04/2018 | 0.55% | 0.6% | 156.1 | 0 | 1.3 | -0.1 | 0.67% | 35.8% | 41.8% |
| 03/2018 | -0.2% | 0.05% | 156.8 | -0.3 | 1 | -3.8 | 0.67% | 36% | 38.5% |
| 02/2018 | -0.79% | 0.25% | 162.2 | -2.2 | 1.1 | 2.6 | 0.67% | 36% | 42.7% |
| 01/2018 | 1.05% | 1.05% | 164.3 | 2.5 | 1.4 | -0.3 | 0.67% | 36.1% | 40.5% |
| 12/2017 | 0.55% | 6.27% | 162 | -0 | 1 | 0 | 0.65% | 34.7% | 38.1% |
| 11/2017 | 0.64% | 5.69% | 162.2 | -0 | 1 | -4.3 | 0.65% | 34.7% | 40.2% |
| 10/2017 | 0.81% | 5.02% | 166.5 | 0 | 0.5 | -1.4 | 0.65% | 36.4% | 40% |
| 09/2017 | 0.24% | 4.17% | 167.2 | 0 | 1.6 | 0 | 0.65% | 35.3% | 39.3% |
| 08/2017 | 0.53% | 3.92% | 168.4 | 0 | 1.4 | -0.8 | 0.65% | 34.6% | 42.2% |
| 07/2017 | 0.94% | 3.38% | 169.9 | 0 | 0.5 | 2.2 | 0.65% | 35.9% | 38.9% |
| 06/2017 | -0.69% | 2.41% | 166.7 | 0 | 1 | -2 | 0.65% | 35% | 38.2% |
| 05/2017 | 1.06% | 3.13% | 171 | -0 | 0.7 | -0.9 | 0.65% | 35.8% | 38.7% |
| 04/2017 | 1.05% | 2.04% | 171 | 0 | 0.2 | 0.3 | 0.65% | 40.1% | 39.2% |
| 03/2017 | 0.32% | 0.98% | 169.1 | 0 | 1.9 | -3.9 | 0.65% | 41.1% | 38.2% |
| 02/2017 | 0.34% | 0.66% | 174.5 | 0 | 0.4 | 0 | 0.65% | 38.5% | 39.3% |
| 01/2017 | 0.32% | 0.32% | 174.4 | 0 | 0.4 | 0 | 0.65% | 40.3% | 40.4% |
| 12/2016 | 0.78% | 3.72% | 174.3 | -0.1 | 0.9 | 0.1 | 0.69% | 38.5% | 40.8% |
| 11/2016 | 0.18% | 2.92% | 173.9 | 0 | 3.3 | -0.4 | 0.69% | 39% | 39.8% |
| 10/2016 | 0.2% | 2.73% | 177.4 | -0.1 | 0.7 | 0 | 0.69% | 40.3% | 46% |
| 09/2016 | -0.65% | 2.53% | 177.9 | 0 | 0.7 | -0.6 | 0.69% | 40.9% | 45.8% |
| 08/2016 | 0.13% | 3.2% | 180.3 | 0 | 0.5 | -0.6 | 0.69% | 45.3% | 45.4% |
| 07/2016 | 1.8% | 3.07% | 181.3 | -0 | 0.7 | 0.2 | 0.69% | 44% | 45.3% |
| 06/2016 | 0.01% | 1.24% | 178.6 | -0.1 | 0.7 | -0.7 | 0.69% | 43.2% | 43.9% |
| 05/2016 | 0.42% | 1.23% | 180.3 | 0.1 | 0.3 | 0 | 0.69% | 41.7% | 43.1% |
| 04/2016 | 1.16% | 0.81% | 179.8 | -0.1 | 1.3 | 0.2 | 0.69% | 41.4% | 40.2% |
| 03/2016 | 0.75% | -0.35% | 179.1 | -0.7 | 4 | 0 | 0.69% | 40.7% | 39.5% |
| 02/2016 | -0.14% | -1.09% | 182.5 | -0.7 | 1.7 | 1.1 | 0.69% | 43.5% | 41.8% |
| 01/2016 | -0.95% | -0.95% | 184.2 | -0.6 | 1 | -0.1 | 0.69% | 43.6% | 42.9% |
| 12/2015 | -0.88% | 1.51% | 187.7 | -0.4 | 2.2 | 0.1 | 0.74% | 42.4% | 40.6% |
| 11/2015 | -0.38% | 2.42% | 192 | -0.4 | 2.2 | -0.2 | 0.74% | 44.2% | 41.3% |
| 10/2015 | 2.02% | 2.81% | 195.7 | 0 | 1.3 | -0.2 | 0.74% | 44.1% | 42.4% |
| 09/2015 | -1.56% | 0.77% | 193.5 | 0 | 0.7 | -3.7 | 0.74% | 42% | 40.1% |
| 08/2015 | -0.82% | 2.37% | 201 | 0.1 | 1.2 | -0.1 | 0.74% | 44% | 42.3% |
| 07/2015 | 1.41% | 3.21% | 204 | -0.5 | 0.5 | -3 | 0.74% | 45% | 40.7% |
| 06/2015 | -2.56% | 1.78% | 205.2 | 0.5 | 0.6 | -0.4 | 0.74% | 43.3% | 40% |
| 05/2015 | 0.31% | 4.45% | 211.2 | -0.1 | 1.1 | -4.9 | 0.74% | 44.7% | 41.7% |
| 04/2015 | 0.67% | 4.13% | 216.8 | 0.1 | 0.9 | -0.3 | 0.74% | 44.9% | 39.5% |
| 03/2015 | 0.19% | 3.44% | 216.5 | 0 | 1.2 | 7.6 | 0.74% | 44.8% | 40.2% |
| 02/2015 | 2.33% | 3.24% | 209.8 | -0.1 | 0.6 | 0.1 | 0.74% | 43.3% | 39.6% |
| 01/2015 | 0.89% | 0.89% | 205.8 | -0 | 0.9 | 1.7 | 0.74% | 40.3% | 38.3% |
| 12/2014 | -1.54% | 5.79% | 203.3 | 0 | 1.7 | -1.6 | 0.82% | 51.7% | 45.3% |
| 11/2014 | 0.92% | 7.44% | 209.9 | -0.2 | 0.8 | 25.2 | 0.82% | 51.8% | 45.5% |
| 10/2014 | 0.15% | 6.46% | 184 | 0.2 | 1 | -15.1 | 0.82% | 50.3% | 44.2% |
| 09/2014 | 0.38% | 6.3% | 199.7 | 0 | 0.8 | -0.1 | 0.82% | 54.1% | 45.5% |
| 08/2014 | 2% | 5.9% | 200 | 0 | 1.2 | -1.1 | 0.82% | 55.8% | 47.3% |
| 07/2014 | -0.24% | 3.82% | 198.5 | 0 | 0.9 | -0.3 | 0.82% | 53.4% | 43.2% |
| 06/2014 | -0.02% | 4.07% | 200.3 | 0 | 0.8 | 1.5 | 0.82% | 54% | 44.6% |
| 05/2014 | 1.37% | 4.09% | 199.8 | 0 | 1.1 | -0.1 | 0.82% | 54.1% | 43.2% |
| 04/2014 | 0% | 2.69% | 198.4 | 0 | 0.5 | -2.1 | 0.82% | 52.6% | 41.7% |
| 03/2014 | 1.02% | 2.69% | 201.2 | 0 | 1.1 | -4.6 | 0.82% | 54% | 41.4% |
| 02/2014 | 1.68% | 1.65% | 205 | 0 | 0.8 | 0.8 | 0.82% | 53.3% | 41.9% |
| 01/2014 | -0.03% | -0.03% | 201.8 | 0 | 1.1 | -0.2 | 0.82% | 51.1% | 39.5% |
| 12/2013 | -0.4% | 9.12% | 203.3 | -0.6 | 1.9 | 0.4 | 0.91% | 51.7% | 38.9% |
| 11/2013 | 1.53% | 9.56% | 206.3 | 0.6 | 0.8 | 5.8 | 0.91% | 51.5% | 37.7% |
| 10/2013 | 1.45% | 7.9% | 197.8 | -1.8 | 1.3 | 1.7 | 0.91% | 49.4% | 36.2% |
| 09/2013 | 2.12% | 6.36% | 196.4 | 1.4 | 0.6 | 11.6 | 0.91% | 47.7% | 35% |
| 08/2013 | -0.67% | 4.15% | 180.1 | -2.3 | 1.1 | 3.1 | 0.91% | 44.8% | 34.7% |
| 07/2013 | 1.74% | 4.86% | 181.8 | 2.7 | 1.1 | 0.2 | 0.91% | 45.4% | 34.5% |
| 06/2013 | -1.36% | 3.06% | 177.1 | 0 | 1.1 | -1.5 | 0.91% | 44.9% | 33.6% |
| 05/2013 | 1.39% | 4.48% | 182.4 | 0 | 2.5 | 0.2 | 0.91% | 46.9% | 34.2% |
| 04/2013 | 1.05% | 3.05% | 182.3 | -0 | 1.3 | 1.8 | 0.91% | 45.1% | 31.2% |
| 03/2013 | 0.24% | 1.98% | 180.1 | 0 | 0.6 | 0 | 0.91% | 44.2% | 29.5% |
| 02/2013 | 1.02% | 1.74% | 180.4 | 0 | 1.4 | -0 | 0.91% | 43.9% | 29.4% |
| 01/2013 | 0.71% | 0.71% | 180.1 | 0 | 1.8 | 3.2 | 0.91% | 44% | 29.1% |
| 12/2012 | 0.19% | 10.2% | 177.5 | 0 | 0.6 | 6.1 | 0.94% | 42.4% | 27.6% |
| 11/2012 | 0.97% | 9.99% | 171.8 | 0 | 1.1 | 1.6 | 0.94% | 42.7% | 27% |
| 10/2012 | 1.66% | 8.94% | 169.8 | 0 | 0.9 | -0.9 | 0.94% | 41.3% | 27.4% |
| 09/2012 | 1.71% | 7.16% | 168.9 | 0 | 0.7 | -0.2 | 0.94% | 42% | 28.8% |
| 08/2012 | 0.33% | 5.36% | 167.1 | -1 | 0.8 | 1.3 | 0.94% | 41.3% | 28.4% |
| 07/2012 | 2.75% | 5.01% | 167.2 | 1 | 1.3 | -1.6 | 0.94% | 43.3% | 29.3% |
| 06/2012 | -0.31% | 2.2% | 164.7 | 0 | 0.9 | -1.1 | 0.94% | 42.5% | 28.3% |
| 05/2012 | -2.21% | 2.52% | 167.2 | 0 | 1 | -10.7 | 0.94% | 40.9% | 27% |
| 04/2012 | 1.02% | 4.83% | 182.8 | 0 | 0.6 | 1.6 | 0.94% | 47.4% | 31.5% |
| 03/2012 | 0.74% | 3.78% | 180.2 | -0 | 1 | -3 | 0.94% | 47% | 31.9% |
| 02/2012 | 0.53% | 3.01% | 183 | 0.1 | 1 | -0.7 | 0.94% | 44.6% | 31.5% |
| 01/2012 | 2.47% | 2.47% | 183.8 | -0 | 1.8 | -12.5 | 0.94% | 44.7% | 29.3% |
| 12/2011 | 0.64% | -3.15% | 193.5 | -0.2 | 1.3 | -1.5 | 1.03% | 44.7% | 27.7% |
| 11/2011 | -1.42% | -3.77% | 195.4 | 0.1 | 1 | 0.6 | 1.03% | 44.7% | 27.8% |
| 10/2011 | 2.68% | -2.38% | 198.7 | 0 | 1.1 | -0.9 | 1.03% | 44.9% | 27.7% |
| 09/2011 | -1.55% | -4.93% | 195.7 | -0 | 0.9 | -0.4 | 1.03% | 41.7% | 25.9% |
| 08/2011 | -1.91% | -3.43% | 200.3 | 0.1 | 1 | -0 | 1.03% | 44.2% | 27.4% |
| 07/2011 | 0.15% | -1.55% | 205.4 | -0 | 1.3 | 6.2 | 1.03% | 46.2% | 27.1% |
| 06/2011 | -0.83% | -1.7% | 200.3 | 0.1 | 1.1 | -1.1 | 1.03% | 46.7% | 26.2% |
| 05/2011 | -0.66% | -0.88% | 204.3 | -0.1 | 1.1 | 1.9 | 1.03% | 47.7% | 24.6% |
| 04/2011 | -0.15% | -0.22% | 205 | 0.1 | 1.1 | 0.3 | 1.03% | 49.5% | 24.8% |
| 03/2011 | -0.85% | -0.07% | 206.3 | -0.4 | 0.6 | 0 | 1.03% | 49.5% | 24.1% |
| 02/2011 | 0% | 0.79% | 209.2 | -0.1 | 1.9 | 1.1 | 1.03% | 48.1% | 28% |
| 01/2011 | 0.79% | 0.79% | 210.3 | 1.3 | 1.4 | 1.5 | 1.03% | 48.5% | 25.3% |
| 12/2010 | 0.83% | 9.67% | 207.3 | 7.2 | 0.8 | -0.1 | 1.04% | 45.4% | 22.9% |
| 11/2010 | -0.83% | 8.77% | 199.6 | 0.2 | 1 | -0.9 | 1.04% | 41.6% | 20.8% |
| 10/2010 | 2.43% | 9.68% | 203.1 | -0.2 | 0.9 | 0.6 | 1.04% | 41.9% | 20.3% |
| 09/2010 | 1.03% | 7.08% | 198.9 | 0.3 | 0.4 | 2.7 | 1.04% | 40% | 20% |
| 08/2010 | 0.84% | 5.98% | 194.5 | 0.4 | 0.8 | -0.6 | 1.04% | 37.7% | 23.1% |
| 07/2010 | 1.96% | 5.1% | 189.8 | 0.6 | 1.3 | 8.3 | 1.04% | 35.4% | 22.3% |
| 06/2010 | 0.8% | 3.08% | 178.9 | -2.7 | 3.4 | 9.3 | 1.04% | 31.5% | 21.1% |
| 05/2010 | -1.21% | 2.26% | 174.4 | 2.9 | 0.7 | 2.2 | 1.04% | 31.7% | 21.1% |
| 04/2010 | -0.33% | 3.52% | 172.3 | 0.5 | 0.9 | -0 | 1.04% | 32.4% | 20.8% |
| 03/2010 | 1.29% | 3.86% | 173.4 | 0 | 1.2 | 2 | 1.04% | 30.7% | 21.4% |
| 02/2010 | 1.25% | 2.54% | 170.6 | -1.2 | 1.2 | 1.6 | 1.04% | 29% | 20% |
| 01/2010 | 1.27% | 1.27% | 169.3 | 2.2 | 0.3 | 3.8 | 1.04% | 24.3% | 14.6% |
| 12/2009 | -0.47% | 26.24% | 116.2 | 1.5 | 0.4 | 2.9 | 1.05% | 17.6% | 8.6% |
| 11/2009 | 1.48% | 26.83% | 112.9 | 0.4 | 0.5 | 0.9 | 1.05% | 17.5% | 9.9% |
| 10/2009 | 1.58% | 24.98% | 110.6 | -0.2 | 1.9 | 4.4 | 1.05% | 16.4% | 9.1% |
| 09/2009 | 2.01% | 23.04% | 106.7 | 0.1 | 0.6 | 0.3 | 1.05% | 15.4% | 8.9% |
| 08/2009 | 1.45% | 20.61% | 104.9 | 0 | 0.3 | 4.9 | 1.05% | 15.8% | 9.2% |
| 07/2009 | 1.82% | 18.89% | 98.9 | 0.1 | 0.4 | 4.6 | 1.05% | 15.4% | 9.1% |
| 06/2009 | 3.61% | 16.76% | 92.8 | -0.1 | 0.6 | -0.9 | 1.05% | 14.9% | 8.7% |
| 05/2009 | 0.53% | 12.7% | 91.1 | 0.7 | 2.5 | 1.8 | 1.05% | 13.6% | 7.8% |
| 04/2009 | 3.94% | 12.1% | 90.7 | -1.7 | 0.8 | 2 | 1.05% | 13.6% | 6% |
| 03/2009 | 4.5% | 7.85% | 87.8 | 2.1 | 2.1 | 2.2 | 1.05% | 13% | 6.3% |
| 02/2009 | -0.06% | 3.21% | 82 | 0.6 | 0.6 | -2.1 | 1.05% | 12.4% | 6.2% |
| 01/2009 | 3.27% | 3.27% | 84.1 | -1.1 | 0.4 | 5.3 | 1.05% | 12.4% | 6.2% |
| 12/2008 | 2.23% | -11.6% | 77.8 | 3.2 | 0.6 | -2.7 | 0.86% | 10.8% | 6.3% |
| 11/2008 | 0.51% | -13.53% | 76.6 | 0.5 | 0.3 | 0.5 | 0.86% | 11% | 6.4% |
| 10/2008 | -8.67% | -13.97% | 75.6 | 0.8 | 0.1 | 1.9 | 0.86% | 11.8% | 6.3% |
| 09/2008 | -5.14% | -5.8% | 79.9 | -0.7 | 0.2 | 4.6 | 0.86% | 15.7% | 8% |
| 08/2008 | 0.23% | -0.7% | 80.4 | 1.3 | 0.4 | 15 | 0.86% | 17.6% | 8.3% |
| 07/2008 | -0.64% | -0.93% | 64.4 | 0.4 | 0.2 | 4.3 | 0.86% | 15% | 7.4% |
| 06/2008 | -0.89% | -0.29% | 60.2 | 0.1 | 0.1 | 7.7 | 0.86% | 12.4% | 6% |
| 05/2008 | 1.11% | 0.61% | 53.1 | 0.6 | 0.1 | 1.7 | 0.86% | 11.8% | 5.1% |
| 04/2008 | 1.67% | -0.5% | 50.4 | 0.1 | 0.3 | 7.8 | 0.86% | 11.2% | 4.6% |
| 03/2008 | -1.96% | -2.13% | 42.1 | -0.1 | 0.1 | 3.3 | 0.86% | 10.5% | 4.3% |
| 02/2008 | 1.47% | -0.17% | 40 | -1.1 | 0.1 | 3.2 | 0.86% | 9.7% | 3.2% |
| 01/2008 | -1.62% | -1.62% | 37.4 | 2.6 | 0.1 | 3.8 | 0.86% | 9.3% | 2.9% |
| 12/2007 | -0.67% | 7.81% | 31.3 | 1.4 | 0.2 | 2.1 | 0.84% | - | - |
| 11/2007 | -2.16% | 8.54% | 28.3 | 0.2 | 0 | 0.7 | 0.84% | - | - |
| 10/2007 | 2.31% | 10.94% | 28.1 | 0.4 | 0.1 | 0 | 0.84% | - | - |
| 09/2007 | 0.73% | 8.43% | 27.2 | 0.2 | 0.4 | 0.8 | 0.84% | - | - |
| 08/2007 | -2.38% | 7.65% | 26.5 | 0.3 | 0 | 0.1 | 0.84% | - | - |
| 07/2007 | -0.56% | 10.27% | 26.8 | 1.3 | 0.1 | 0.4 | 0.84% | - | - |
| 06/2007 | 0.94% | 10.89% | 25.4 | 0.3 | 0.1 | 0 | 0.84% | - | - |
| 05/2007 | 3.11% | 9.86% | 25 | 0.2 | 0.2 | 0.3 | 0.84% | - | - |
| 04/2007 | 2.41% | 6.54% | 24.1 | 0.2 | 0.1 | 0.3 | 0.84% | - | - |
| 03/2007 | 1.19% | 4.04% | 23.1 | 0.2 | 0 | 1.2 | 0.84% | - | - |
| 02/2007 | 0.63% | 2.81% | 21.5 | 0.2 | 0.1 | -1.4 | 0.84% | - | - |
| 01/2007 | 2.17% | 2.17% | 22.7 | 0.2 | 0 | 0.9 | 0.84% | - | - |
| 12/2006 | 0.38% | 15.52% | 21.2 | 0.2 | 0 | 0.6 | 0.17% | - | - |
| 11/2006 | 1.43% | 15.08% | 20.4 | 0 | 0.1 | 5 | 0.17% | - | - |
| 10/2006 | 2.39% | 13.46% | 15.3 | 0.2 | 0 | 0 | 0.17% | - | - |
| 09/2006 | 0.74% | 10.81% | 14.8 | 0.5 | 0 | 0 | 0.17% | - | - |
| 08/2006 | 1.11% | 9.99% | 14.3 | 0.3 | 0 | 0 | 0.17% | - | - |
| 07/2006 | 2% | 8.79% | 13.8 | 0.3 | 0 | 0 | 0.17% | - | - |
| 06/2006 | -1.84% | 6.65% | 13.3 | 0.1 | 0.1 | 0.1 | 0.17% | - | - |
| 05/2006 | -0.12% | 8.65% | 13.5 | 0 | 0 | 0.2 | 0.17% | - | - |
| 04/2006 | 1.93% | 8.78% | 13.3 | 0.5 | 0 | 0 | 0.17% | - | - |
| 03/2006 | 1.6% | 6.72% | 3.2 | 0 | 0 | 0 | 0.17% | - | - |
| 02/2006 | 0.06% | 5.04% | 3.2 | 0 | 0 | 0 | 0.17% | - | - |
| 01/2006 | 4.98% | 4.98% | 3.2 | 0 | 0 | 0 | 0.17% | - | - |
| 12/2005 | -1.08% | - | 3 | 0 | 0 | 0 | 0% | - | - |
| 11/2005 | 0.89% | - | 3.1 | 0 | 0 | 0.2 | 0% | - | - |
| 10/2005 | 0.69% | - | 2.9 | 0 | 0 | 0.6 | 0% | - | - |
| 09/2005 | 4.27% | - | 2.3 | 0 | 0 | 1.4 | 0% | - | - |
| 08/2005 | 2.08% | - | 0.8 | 0 | 0 | 0 | 0% | - | - |
| 07/2005 | 0.37% | - | 0.8 | 0 | 0 | 0.6 | 0% | - | - |
| 06/2005 | 6.35% | - | 0.2 | 0 | 0 | 0 | 0% | - | - |
| 05/2005 | 0.27% | - | 0.2 | 0 | 0 | 0 | 0% | - | - |
| 04/2005 | - | - | 0.2 | 0 | 0 | 0.2 | 0% | - | - |
| 03/2005 | - | - | 0 | 0 | 0 | 0 | 0% | - | - |
| 02/2005 | - | - | 0 | 0 | 0 | 0 | 0% | - | - |
| 01/2005 | - | - | 0 | 0 | 0 | 0 | 0% | - | - |
| 12/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 11/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 10/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 09/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 08/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 07/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 06/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 05/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 04/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 03/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 02/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 01/2004 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 12/2003 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 11/2003 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 10/2003 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 09/2003 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 08/2003 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 07/2003 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 06/2003 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 05/2003 | - | - | 0 | 0 | 0 | 0 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של מבטחים מרכזית לפיצויים?
ב-07/2026: -0.42% לחודש, 4.44% מתחילת השנה, 30.34% ל-3 שנים ו-29.71% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במבטחים מרכזית לפיצויים?
0.78% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מבטחים 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.