מגדל השתלמות מסלול מניות: תשואה, דמי ניהול וסיכון
מגדל השתלמות מסלול מניות מנוהלת על ידי מגדל מקפת קרנות פנסיה וקופות גמל בע"מ, בסיווג קרנות השתלמות, פעילה מ-2003; 253 חודשי דיווח מ-10/2003 עד 07/2026.
תשואה 07/2026
-1.1%
מתחילת השנה
8.79%
3 שנים מצטבר
69.28%
5 שנים מצטבר
76.97%
דמי ניהול מצבירה
0.49%
לשנה
נכסים
4,280
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: 4,280 מיליון ש"ח, מקום 28 מתוך 234 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 76.97%, מקום 14 מתוך 152 בקטגוריה; ל-3 שנים: 69.28% (מקום 11 מתוך 164).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 17,697 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 29,723 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.49% לשנה (מקום 88 מתוך 223 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-9,357 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -54.5% בין 10/2007 ל-12/2008.
- סטיית תקן: 11.4; מדד שארפ: 1.03 (מקום 33 מתוך 152); חשיפה למניות 4,211.9%, לחו"ל 2,572.3%, למט"ח 1,011.6%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 20.59% | 28.81% | 14.62% | -50.99% | 71.81% | 14.58% | 21.43% | 4.98% | 2.08% | 5.67% | 13.28% | -4.77% | 20.15% | 8.78% | 23.17% | -14.63% | 15.08% | 22.05% | 25.48% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2025.
דירוג בקטגוריה קרנות השתלמות (07/2026)
דירוג לפי הנתון בלבד, מתוך 234 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 4,280 | 28 / 234 |
| דמי ניהול מצבירה (נמוך = 1) | 0.49% | 88 / 223 |
| תשואה מתחילת השנה | 8.79% | 19 / 231 |
| תשואה 3 שנים | 69.28% | 11 / 164 |
| תשואה 5 שנים | 76.97% | 14 / 152 |
| מדד שארפ | 1.03 | 33 / 152 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- ילין לפידות קרן השתלמות מסלול אג"ח עם מניות (עד 25% מניות) 4,250 מ' ש"ח
- כלל השתלמות עוקב מדד s&p 500 4,545 מ' ש"ח
- מיטב השתלמות בניהול אישי 4,748 מ' ש"ח
- מיטב השתלמות אשראי ואג"ח עם מניות (עד 25% מניות) 3,790 מ' ש"ח
- מגדל השתלמות עוקב מדד S&P 500 3,749 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -1.1% | 8.79% | 4,280.1 | 61.5 | 8.5 | 228.3 | 0.49% | 4,211.9% | 2,572.3% |
| 06/2026 | -2.73% | 10% | 4,047.3 | 45 | 9.7 | 228.4 | 0.49% | 4,016.5% | 2,331.4% |
| 05/2026 | 3.6% | 13.09% | 3,891.2 | 38.4 | 9 | 168.8 | 0.49% | 3,858.2% | 2,168.1% |
| 04/2026 | 8.04% | 9.16% | 3,564.4 | 44 | 5.5 | 113.6 | 0.49% | 3,505.9% | 1,934.2% |
| 03/2026 | -4.56% | 1.03% | 3,158.1 | 43.1 | 5.3 | 145.7 | 0.49% | 3,106.1% | 1,715.3% |
| 02/2026 | 1.07% | 5.86% | 3,138.4 | 41.5 | 10.2 | 138.2 | 0.49% | 3,103.8% | 1,803.2% |
| 01/2026 | 4.74% | 4.74% | 2,939.2 | 27 | 6 | 140.2 | 0.49% | 2,911.1% | 1,685.5% |
| 12/2025 | 1.8% | 25.48% | 2,637.7 | 44.1 | 5.9 | 157.4 | 0.5% | 2,615.9% | 1,547.1% |
| 11/2025 | 1.51% | 23.26% | 2,399 | 34.4 | 4.4 | 100.1 | 0.5% | 2,383.3% | 1,454.9% |
| 10/2025 | 2.38% | 21.43% | 2,234.4 | 13.1 | 5.8 | 90.1 | 0.5% | 2,215.7% | 1,375.6% |
| 09/2025 | 3.73% | 18.6% | 2,086.8 | 19.4 | 4.2 | 86.4 | 0.5% | 2,060.2% | 1,294.7% |
| 08/2025 | 1.23% | 14.34% | 1,913.2 | 24 | 3.8 | 76.9 | 0.5% | 1,891.6% | 1,172.8% |
| 07/2025 | 1.74% | 12.95% | 1,794.3 | 19.4 | 5.5 | 83.4 | 0.5% | 1,780% | 1,091.3% |
| 06/2025 | 6.02% | 11.02% | 1,668.5 | 15 | 4 | 39.5 | 0.5% | 1,664% | 1,029.1% |
| 05/2025 | 5.19% | 4.71% | 1,525.7 | 22.3 | 4.4 | 22.6 | 0.5% | 1,511% | 999.8% |
| 04/2025 | 1.03% | -0.45% | 1,412 | 14.6 | 3.3 | 17.5 | 0.5% | 1,412% | 936.5% |
| 03/2025 | -2.92% | -1.47% | 1,368.5 | 11.1 | 5 | 31.9 | 0.5% | 1,361.1% | 905.6% |
| 02/2025 | -1.2% | 1.5% | 1,371.8 | 16 | 6.4 | 33.1 | 0.5% | 1,381.5% | 897.2% |
| 01/2025 | 2.73% | 2.73% | 1,346.5 | 18.8 | 4.1 | 19.7 | 0.5% | 1,323% | 854.3% |
| 12/2024 | 1.36% | 22.05% | 1,277.5 | 18.1 | 5.9 | 17.1 | 0.5% | 1,267.2% | 801.9% |
| 11/2024 | 3.4% | 20.41% | 1,232.2 | 13.7 | 5.9 | -2.7 | 0.5% | 1,232.2% | 795.7% |
| 10/2024 | 0.6% | 16.45% | 1,187.3 | 12.6 | 4.2 | -8.5 | 0.5% | 1,175.1% | 760.3% |
| 09/2024 | 2.77% | 15.76% | 1,180.8 | 13.1 | 3.5 | 2.3 | 0.5% | 1,173.3% | 776.4% |
| 08/2024 | 1.47% | 12.64% | 1,137.5 | 15.1 | 4.5 | -0.5 | 0.5% | 1,132.2% | 753.8% |
| 07/2024 | 1.85% | 11.01% | 1,111.7 | 13 | 4.7 | -2.8 | 0.5% | 1,103.3% | 746% |
| 06/2024 | 1.47% | 8.99% | 1,086.6 | 12.9 | 3.8 | -8 | 0.5% | 1,077% | 727.1% |
| 05/2024 | 2.19% | 7.41% | 1,070 | 13.1 | 3.6 | 2.7 | 0.5% | 1,064.1% | 715.6% |
| 04/2024 | -3.07% | 5.11% | 1,035.6 | 11.2 | 5.2 | -0.8 | 0.5% | 1,025.4% | 667.1% |
| 03/2024 | 3.78% | 8.44% | 1,063.6 | 12.4 | 3.7 | -5.3 | 0.5% | 1,057% | 655.1% |
| 02/2024 | 4.49% | 4.49% | 1,022 | 13 | 4.2 | 2 | 0.5% | 1,013.6% | 627.3% |
| 01/2024 | 0% | 0% | 968 | 14.5 | 5.8 | -3.2 | 0.5% | 961.8% | 588.7% |
| 12/2023 | 4.29% | 15.08% | 962.9 | 16.6 | 2.6 | 1.7 | 0.52% | 960% | 598.6% |
| 11/2023 | 5.73% | 10.34% | 908.5 | 12.2 | 4.1 | -5.7 | 0.52% | 902.9% | 569.8% |
| 10/2023 | -4.92% | 4.36% | 857.3 | 12 | 3.5 | -5.9 | 0.52% | 850.8% | 540.8% |
| 09/2023 | -1.76% | 9.76% | 899.6 | 11.9 | 4 | -3.5 | 0.52% | 889.5% | 555% |
| 08/2023 | -1.35% | 11.73% | 911.6 | 12.3 | 3.4 | -15.5 | 0.52% | 902.7% | 565% |
| 07/2023 | 5.3% | 13.26% | 931.2 | 13.2 | 3.9 | -14.8 | 0.52% | 926.7% | 581.2% |
| 06/2023 | 3.36% | 7.56% | 890 | 13.7 | 4.2 | 16.3 | 0.52% | 874.2% | 546% |
| 05/2023 | -0.01% | 4.06% | 836.6 | 11.6 | 4 | 31.8 | 0.52% | 836.9% | 531.6% |
| 04/2023 | 2.67% | 4.07% | 797.8 | 11 | 2.5 | 11.6 | 0.52% | 798.3% | 510.1% |
| 03/2023 | 0.04% | 1.37% | 757.6 | 11.2 | 4.8 | 10.6 | 0.52% | 755% | 480.8% |
| 02/2023 | -2.61% | 1.32% | 740.6 | 10.7 | 4.8 | 7.3 | 0.52% | 737.1% | 464.8% |
| 01/2023 | 4.04% | 4.04% | 747.4 | 13.6 | 3 | 14.6 | 0.52% | 733.1% | 456.3% |
| 12/2022 | -3.63% | -14.63% | 694.2 | 13 | 3.7 | 12.4 | 0.56% | 680.8% | 422.8% |
| 11/2022 | 1.75% | -11.41% | 698.1 | 9.8 | 2.9 | 10.2 | 0.56% | 691.1% | 433% |
| 10/2022 | 4.63% | -12.94% | 669.5 | 9.2 | 2.5 | 4.3 | 0.56% | 663.7% | 413.5% |
| 09/2022 | -7.23% | -16.79% | 629.4 | 9 | 1.7 | 12.6 | 0.56% | 619.3% | 376.7% |
| 08/2022 | -1.35% | -10.31% | 658.5 | 9 | 2 | 15.8 | 0.56% | 650.1% | 395.1% |
| 07/2022 | 5.78% | -9.08% | 645.2 | 8.8 | 1.1 | 11.9 | 0.56% | 631.8% | 388.5% |
| 06/2022 | -5.16% | -14.05% | 591 | 8.1 | 2 | 12.1 | 0.56% | 583.7% | 361.1% |
| 05/2022 | -4.07% | -9.37% | 604.5 | 7.9 | 3 | 11.2 | 0.56% | 606.4% | 378.6% |
| 04/2022 | -2.97% | -5.52% | 613.5 | 7.9 | 1.4 | 15.6 | 0.56% | 605.8% | 372% |
| 03/2022 | 1.35% | -2.63% | 610.2 | 7.5 | 1.4 | 17.8 | 0.56% | 598.4% | 365.6% |
| 02/2022 | -0.62% | -3.93% | 578.3 | 7.5 | 2.2 | 6.3 | 0.56% | 569.8% | 350.8% |
| 01/2022 | -3.33% | -3.33% | 570.6 | 9.3 | 1.6 | 15.3 | 0.56% | 557.7% | 346.8% |
| 12/2021 | 3.61% | 23.17% | 567.3 | 8.9 | 1.8 | 20.9 | 0.6% | 553% | 354% |
| 11/2021 | -0.76% | 18.88% | 520.3 | 6 | 1.9 | 18.2 | 0.6% | 512% | 329.4% |
| 10/2021 | 4.37% | 19.79% | 502.5 | 5.4 | 1.2 | 13.2 | 0.6% | 495.5% | 314.8% |
| 09/2021 | -1.4% | 14.78% | 464.7 | 4.4 | 0.7 | 11.5 | 0.6% | 462.3% | 290.5% |
| 08/2021 | 2.18% | 16.41% | 456.4 | 5 | 1.7 | 7.7 | 0.6% | 444.4% | 280.4% |
| 07/2021 | 0.81% | 13.92% | 435.9 | 4.3 | 0.6 | 6 | 0.6% | 427.7% | 269.6% |
| 06/2021 | 0.83% | 13.01% | 422.9 | 4 | 1.2 | 9.7 | 0.6% | 415.6% | 263.5% |
| 05/2021 | 1.57% | 12.08% | 407.1 | 4 | 1.1 | 11.7 | 0.6% | 400.1% | 252.8% |
| 04/2021 | 3.54% | 10.35% | 386.4 | 3.6 | 1.5 | 13.1 | 0.6% | 380.4% | 242% |
| 03/2021 | 2.97% | 6.57% | 358.6 | 3.3 | 1.5 | 5.4 | 0.6% | 353.6% | 225.4% |
| 02/2021 | 2% | 3.5% | 341.2 | 3.2 | 2 | 4.9 | 0.6% | 334.7% | 213.4% |
| 01/2021 | 1.47% | 1.47% | 328.9 | 4.1 | 1.5 | 7.2 | 0.6% | 326.3% | 206.1% |
| 12/2020 | 3.41% | 8.78% | 314.6 | 5.2 | 1.2 | 3.9 | 0.63% | 309.5% | 197.7% |
| 11/2020 | 9.29% | 5.19% | 296.5 | 3.2 | 1 | 1.6 | 0.63% | 283.7% | 175.9% |
| 10/2020 | 0.66% | -3.75% | 267.9 | 2.8 | 0.7 | -0.4 | 0.63% | 261.4% | 165.1% |
| 09/2020 | -2.84% | -4.38% | 264.7 | 2.8 | 0.5 | -3.4 | 0.63% | 253.3% | 161.9% |
| 08/2020 | 4.24% | -1.58% | 273.7 | 2.8 | 0.8 | -0.3 | 0.63% | 270.2% | 173.3% |
| 07/2020 | 5.16% | -5.59% | 261.1 | 2.8 | 1.4 | -3.1 | 0.63% | 256.7% | 164% |
| 06/2020 | 0.13% | -10.22% | 250 | 2.8 | 0.7 | 1.1 | 0.63% | 243.9% | 156% |
| 05/2020 | 2.9% | -10.34% | 246.7 | 2.7 | 0.4 | 7.3 | 0.63% | 239.3% | 155.2% |
| 04/2020 | 9.06% | -12.86% | 230.3 | 2.6 | 0.6 | 12.5 | 0.63% | 223.3% | 142.2% |
| 03/2020 | -14.3% | -20.1% | 197.2 | 2.7 | 1.1 | -10.9 | 0.63% | 189.7% | 118.6% |
| 02/2020 | -7.04% | -6.77% | 241.3 | 2.9 | 1.4 | -6.1 | 0.63% | 234.2% | 147.6% |
| 01/2020 | 0.29% | 0.29% | 264.4 | 3.6 | 1.4 | 1.9 | 0.63% | 251.2% | 158.1% |
| 12/2019 | 1.65% | 20.15% | 259.7 | 5 | 0.7 | -1.3 | 0.67% | 253.3% | 161.4% |
| 11/2019 | 2.37% | 18.2% | 252.6 | 2.9 | 0.6 | -0.4 | 0.67% | 244% | 154.4% |
| 10/2019 | 2.46% | 15.46% | 245 | 2.7 | 0.6 | 0.3 | 0.67% | 238% | 151.8% |
| 09/2019 | 2.33% | 12.69% | 236.9 | 3.2 | 0.9 | 0.3 | 0.67% | 225.7% | 138.8% |
| 08/2019 | -2.05% | 10.12% | 229.1 | 2.6 | 0.5 | 0.9 | 0.67% | 220.2% | 140% |
| 07/2019 | 0.23% | 12.43% | 230.9 | 2.7 | 1.4 | 0.2 | 0.67% | 227% | 143.3% |
| 06/2019 | 3.98% | 12.17% | 229 | 2.7 | 1.2 | 1.1 | 0.67% | 222.7% | 140.4% |
| 05/2019 | -3.62% | 7.88% | 217.8 | 2.5 | 1.5 | 1 | 0.67% | 205.7% | 131.3% |
| 04/2019 | 3.01% | 11.93% | 224 | 2.5 | 0.7 | 2.3 | 0.67% | 216% | 141% |
| 03/2019 | 0.59% | 8.66% | 213.7 | 2.4 | 1.5 | 0.5 | 0.67% | 205% | 134% |
| 02/2019 | 2.04% | 8.02% | 211.2 | 2.6 | 0.9 | 0.8 | 0.67% | 201.8% | 131.3% |
| 01/2019 | 5.86% | 5.86% | 204.6 | 2.9 | 1.3 | 2 | 0.67% | 195.8% | 126.5% |
| 12/2018 | -6.7% | -4.77% | 189.8 | 4.2 | 1 | 1.1 | 0.72% | 178% | 115.8% |
| 11/2018 | 1.25% | 2.07% | 199.1 | 2.3 | 0.7 | 1.4 | 0.72% | 190.7% | 123.2% |
| 10/2018 | -5.09% | 0.81% | 193.8 | 2.7 | 2.5 | 1.9 | 0.72% | 186.7% | 120.1% |
| 09/2018 | 0.48% | 6.22% | 202.1 | 1.7 | 0.5 | -0.9 | 0.72% | 195.1% | 125.9% |
| 08/2018 | 2.31% | 5.71% | 200.9 | 2 | 1.2 | 0.6 | 0.72% | 194.7% | 119% |
| 07/2018 | 3.08% | 3.33% | 195.1 | 2.2 | 1 | 0.1 | 0.72% | 191.9% | 118.3% |
| 06/2018 | -0.62% | 0.24% | 188 | 1.9 | 0.6 | 1.4 | 0.72% | 184% | 113.8% |
| 05/2018 | 1.12% | 0.86% | 186.6 | 2 | 0.8 | -1 | 0.72% | 182% | 112% |
| 04/2018 | 1.98% | -0.25% | 184.5 | 2 | 0.5 | -0 | 0.72% | 179.6% | 111.5% |
| 03/2018 | -2.72% | -2.19% | 179.6 | 1.9 | 0.5 | 1.9 | 0.72% | 175.5% | 108.7% |
| 02/2018 | -2.62% | 0.54% | 181.4 | 1.8 | 0.6 | 1.5 | 0.72% | 174.2% | 106.2% |
| 01/2018 | 3.25% | 3.25% | 183.6 | 2.6 | 0.8 | 4.3 | 0.72% | 175.7% | 107.9% |
| 12/2017 | 1.26% | 13.28% | 172 | 2.9 | 1.2 | 2.2 | 0.8% | 164.8% | 102.1% |
| 11/2017 | 0.78% | 11.87% | 166.1 | 1.8 | 0.8 | 2.5 | 0.8% | 160% | 100% |
| 10/2017 | 2.47% | 11.01% | 161.4 | 1.6 | 0.5 | 1.2 | 0.8% | 154.6% | 96.7% |
| 09/2017 | 1.04% | 8.33% | 155.4 | 1.5 | 0.7 | 0 | 0.8% | 149.9% | 94.1% |
| 08/2017 | -0.44% | 7.22% | 153 | 1.5 | 1.3 | 0.5 | 0.8% | 146.8% | 91.8% |
| 07/2017 | 1.92% | 7.69% | 153.2 | 1.5 | 1.5 | 1.2 | 0.8% | 147.9% | 93.7% |
| 06/2017 | -1.01% | 5.66% | 149.3 | 1.3 | 0.8 | 1.4 | 0.8% | 142.4% | 89.3% |
| 05/2017 | 1.99% | 6.74% | 149 | 1.4 | 1.2 | 2.1 | 0.8% | 142.7% | 89.9% |
| 04/2017 | 1.22% | 4.66% | 143.9 | 1.4 | 0.4 | 0.6 | 0.8% | 138% | 86.6% |
| 03/2017 | 0.84% | 3.39% | 140.7 | 1.3 | 0.8 | 0.6 | 0.8% | 135.9% | 85.5% |
| 02/2017 | 1.8% | 2.53% | 138.4 | 1.4 | 1 | 0.4 | 0.8% | 133.2% | 83.4% |
| 01/2017 | 0.72% | 0.72% | 135.3 | 2 | 0.5 | 1.8 | 0.8% | 129.5% | 81% |
| 12/2016 | 1.96% | 5.67% | 131.1 | 2.1 | 0.9 | 1.7 | 0.89% | 126% | 78.6% |
| 11/2016 | 2.06% | 3.64% | 125.9 | 1.2 | 1 | 0.3 | 0.89% | 120.1% | 74.2% |
| 10/2016 | 0.38% | 1.54% | 122.9 | 1 | 0.2 | 0.2 | 0.89% | 117.1% | 72.9% |
| 09/2016 | -0.52% | 1.16% | 121.5 | 1.1 | 0.8 | -1.2 | 0.89% | 116.9% | 72.3% |
| 08/2016 | 0.62% | 1.69% | 123.2 | 1.2 | 0.6 | -0.4 | 0.89% | 118.2% | 72.3% |
| 07/2016 | 4.27% | 1.06% | 122.3 | 1.2 | 0.8 | -0.5 | 0.89% | 117.3% | 72.7% |
| 06/2016 | -1.78% | -3.08% | 117.5 | 1.2 | 0.6 | -1.5 | 0.89% | 112.4% | 68.9% |
| 05/2016 | 1.1% | -1.32% | 120.6 | 1.3 | 0.9 | -1.6 | 0.89% | 116.3% | 71.3% |
| 04/2016 | 1.43% | -2.39% | 120.6 | 0.9 | 0.4 | -0.2 | 0.89% | 113.4% | 69.2% |
| 03/2016 | 3.4% | -3.77% | 118.7 | 1.2 | 0.6 | -0.5 | 0.89% | 112.6% | 68.8% |
| 02/2016 | -2.62% | -6.93% | 114.8 | 1 | 0.5 | -0.4 | 0.89% | 109.7% | 66.8% |
| 01/2016 | -4.43% | -4.43% | 117.8 | 1.6 | 1.1 | -1.3 | 0.89% | 114.8% | 69.6% |
| 12/2015 | -2.23% | 2.08% | 124.2 | 2.6 | 0.9 | 0 | 0.99% | 119.6% | 72% |
| 11/2015 | 0.35% | 4.41% | 125.5 | 1.4 | 0.7 | 0.1 | 0.99% | 119.4% | 72.5% |
| 10/2015 | 6.01% | 4.04% | 124.3 | 0.9 | 0.5 | 0.5 | 0.99% | 120% | 72.6% |
| 09/2015 | -4.07% | -1.85% | 116.5 | 0.9 | 0.2 | 0.9 | 0.99% | 111% | 68.7% |
| 08/2015 | -5.17% | 2.31% | 120 | 1.2 | 0.4 | -0.8 | 0.99% | 117.5% | 71.6% |
| 07/2015 | 2.1% | 7.89% | 126.6 | 0.9 | 0.4 | 0.5 | 0.99% | 118.7% | 72.2% |
| 06/2015 | -2.89% | 5.67% | 123.2 | 1.1 | 0.2 | -0.7 | 0.99% | 118.2% | 70.3% |
| 05/2015 | 1.6% | 8.81% | 126.8 | 1.1 | 0.7 | -0.7 | 0.99% | 121.6% | 73.1% |
| 04/2015 | 0.7% | 7.1% | 125.1 | 1 | 0.6 | 0.9 | 0.99% | 118.9% | 71.2% |
| 03/2015 | 2.07% | 6.35% | 123.1 | 1.2 | 0.6 | -0.6 | 0.99% | 113.8% | 69.8% |
| 02/2015 | 4.48% | 4.2% | 120.7 | 1.1 | 0.6 | 0 | 0.99% | 112.4% | 68.1% |
| 01/2015 | -0.27% | -0.27% | 115.1 | 1.6 | 0.6 | -1.9 | 0.99% | 105.8% | 53.7% |
| 12/2014 | -1.5% | 4.98% | 116.4 | 2.5 | 0.4 | -0.9 | 1.07% | 106.4% | 53.4% |
| 11/2014 | 3.53% | 6.58% | 117 | 1.1 | 0.4 | 0.4 | 1.07% | 107% | 54.1% |
| 10/2014 | -1.99% | 2.95% | 112 | 0.9 | 0.3 | 0 | 1.07% | 104% | 54% |
| 09/2014 | 1.28% | 5.04% | 113.8 | 1 | 0.5 | 0.7 | 1.07% | 104.4% | 51.6% |
| 08/2014 | 2.24% | 3.71% | 111.1 | 0.9 | 0.2 | -0.9 | 1.07% | 104.7% | 51.5% |
| 07/2014 | -0.96% | 1.44% | 109 | 1 | 1.1 | -1 | 1.07% | 102.5% | 50.7% |
| 06/2014 | 0.35% | 2.42% | 111.2 | 1 | 0.4 | -0.5 | 1.07% | 102.7% | 51.7% |
| 05/2014 | 1.21% | 2.06% | 110.8 | 0.9 | 0.5 | 1.3 | 1.07% | 101.5% | 51.2% |
| 04/2014 | -1.32% | 0.84% | 107.9 | 0.9 | 1 | -0.5 | 1.07% | 99.4% | 49.8% |
| 03/2014 | 1.18% | 2.19% | 110 | 1.1 | 0.5 | 0.2 | 1.07% | 101% | 50% |
| 02/2014 | 3.4% | 1% | 108.1 | 1 | 0.6 | -0.6 | 1.07% | 102.4% | 50.3% |
| 01/2014 | -2.32% | -2.32% | 104.9 | 1 | 0.9 | -1.4 | 1.07% | 95.9% | 47% |
| 12/2013 | 0.85% | 21.43% | 108.9 | 2.4 | 0.9 | -0.6 | 1.16% | 94.8% | 47.3% |
| 11/2013 | 3.87% | 20.41% | 107.1 | 0.8 | 0.7 | -0.5 | 1.16% | 91.7% | 46.3% |
| 10/2013 | 2.69% | 15.92% | 103.6 | 0.9 | 0.5 | -0.6 | 1.16% | 91.4% | 46.3% |
| 09/2013 | 4.4% | 12.89% | 101.2 | 0.9 | 0.8 | 0.5 | 1.16% | 90.6% | 44.9% |
| 08/2013 | -1.34% | 8.13% | 96.5 | 0.7 | 0.7 | 0.5 | 1.16% | 87.6% | 43.8% |
| 07/2013 | 3.23% | 9.6% | 97.4 | 0.9 | 0.3 | -0.3 | 1.16% | 84.5% | 42.9% |
| 06/2013 | -3.48% | 6.17% | 94.2 | 1 | 0.5 | -0.4 | 1.16% | 84% | 41.4% |
| 05/2013 | 3.46% | 10% | 97.6 | 0.8 | 0.6 | -0.4 | 1.16% | 87.4% | 44% |
| 04/2013 | 0.12% | 6.32% | 94.7 | 0.9 | 0.5 | -0.6 | 1.16% | 86.4% | 42.5% |
| 03/2013 | 1.55% | 6.19% | 94.8 | 0.7 | 0.7 | -0.7 | 1.16% | 87.6% | 37.8% |
| 02/2013 | 2.4% | 4.57% | 94.2 | 0.8 | 0.8 | -1.2 | 1.16% | 83.9% | 27.5% |
| 01/2013 | 2.12% | 2.12% | 93.2 | 1 | 0.9 | -0.6 | 1.16% | 88.1% | 22.3% |
| 12/2012 | -1.34% | 10.43% | 91.7 | 2.5 | 0.9 | -0.1 | 1.23% | 85.3% | 21.4% |
| 11/2012 | 1.74% | 11.93% | 91.5 | 0.8 | 0.8 | -0.6 | 1.23% | 81.4% | 21.7% |
| 10/2012 | 1.4% | 10.01% | 90.7 | 1 | 0.7 | -0.8 | 1.23% | 82.2% | 22% |
| 12/2010 | 5.29% | 14.58% | 124.3 | 3.5 | 0.6 | -1.5 | 1.39% | 114.4% | 4.3% |
| 11/2010 | -2.21% | 8.83% | 116.9 | 0.9 | 0.7 | 0.4 | 1.39% | 105.8% | 4.5% |
| 10/2010 | 4.59% | 11.29% | 119 | 1.1 | 0.7 | 0 | 1.39% | 108.2% | 5.4% |
| 09/2010 | 7.38% | 6.4% | 113.5 | 0.8 | 0.2 | -0.3 | 1.39% | 96.8% | 4.3% |
| 08/2010 | 1.58% | -0.91% | 105.6 | 0.9 | 0.7 | -0 | 1.39% | 97.1% | 5.6% |
| 07/2010 | 4.24% | -2.45% | 103.8 | 0.8 | 0.8 | -0.6 | 1.39% | 87.5% | 4.6% |
| 06/2010 | -2.3% | -6.42% | 100.3 | 0.9 | 0.7 | -0.9 | 1.39% | 86.7% | 4.4% |
| 05/2010 | -7.27% | -4.22% | 103.5 | 0.9 | 1 | -0.7 | 1.39% | 88.6% | 4.6% |
| 04/2010 | -3.61% | 3.29% | 112.5 | 1 | 0.7 | 0.3 | 1.39% | 96.4% | 5.2% |
| 03/2010 | 4.51% | 7.16% | 116.3 | 0.9 | 1 | -0.3 | 1.39% | 104.9% | 8% |
| 02/2010 | 2.67% | 2.54% | 111.9 | 0.8 | 1 | 0.3 | 1.39% | 96.7% | 6.4% |
| 01/2010 | -0.13% | -0.13% | 108.9 | 1.2 | 1.7 | 0.1 | 1.39% | 97.6% | 8.1% |
| 12/2009 | 5.74% | 71.81% | 109.5 | 3.8 | 1 | 0.7 | 1.5% | 96% | 5.7% |
| 11/2009 | 2.99% | 62.48% | 100.3 | 1.1 | 0.9 | 0.8 | 1.5% | 85.2% | 5.3% |
| 10/2009 | 3.39% | 57.76% | 96.5 | 0.7 | 0.3 | 0.5 | 1.5% | 80.4% | 5% |
| 09/2009 | 3.8% | 52.59% | 92.6 | 0.8 | 0.5 | 0.7 | 1.5% | 83.6% | 10.6% |
| 08/2009 | -0.05% | 47% | 88.4 | 0.7 | 0.7 | 0.2 | 1.5% | 77.9% | 11.2% |
| 07/2009 | 7.32% | 47.08% | 88.4 | 0.6 | 0.2 | 1.3 | 1.5% | 72.6% | 10% |
| 06/2009 | 1.01% | 37.04% | 80.7 | 0.6 | 0.7 | 1.5 | 1.5% | 60.3% | 9% |
| 05/2009 | 6.45% | 35.67% | 78.6 | 0.6 | 0.4 | 2.4 | 1.5% | 63.2% | 10.6% |
| 04/2009 | 11.01% | 27.45% | 71.4 | 0.6 | 0.5 | 0.9 | 1.5% | 57.9% | 10.2% |
| 03/2009 | 7.92% | 14.81% | 63.3 | 0.6 | 0.6 | 0.2 | 1.5% | 49.8% | 8.5% |
| 02/2009 | -1.32% | 6.39% | 58.5 | 0.6 | 0.4 | -0.3 | 1.5% | 45.4% | 7.2% |
| 01/2009 | 7.81% | 7.81% | 59.4 | 0.6 | 0.8 | -0.5 | 1.5% | 45.9% | 7.5% |
| 12/2008 | -5.26% | -50.99% | 5.8 | 0.5 | 0 | -0.1 | 1.41% | 4.1% | 0.4% |
| 11/2008 | -4.97% | -48.27% | 5.7 | 0.3 | 0 | 0.1 | 1.41% | 3.6% | 0.5% |
| 10/2008 | -18.01% | -45.56% | 5.7 | 0.2 | 0 | -0.2 | 1.41% | 3.5% | 0.7% |
| 09/2008 | -12.15% | -33.6% | 7 | 0.2 | 0.2 | -0.2 | 1.41% | 5.6% | 0.3% |
| 08/2008 | -2.83% | -24.42% | 8.2 | 0.2 | 0 | -0.2 | 1.41% | 6.6% | 0.4% |
| 07/2008 | -4.09% | -22.22% | 8.5 | 0.3 | 0 | -0.5 | 1.41% | 6.1% | 0.4% |
| 06/2008 | -6.17% | -18.9% | 9.1 | 0.3 | 0 | -0.3 | 1.41% | 7.3% | 0.4% |
| 05/2008 | 1.59% | -13.57% | 9.7 | 0.2 | 0 | -0.2 | 1.41% | 7.8% | 0.3% |
| 04/2008 | 4.5% | -14.92% | 9.5 | 0.2 | 0.1 | -0.2 | 1.41% | 8% | 0.3% |
| 03/2008 | -9.37% | -18.58% | 9.1 | 0.3 | 0 | -0.2 | 1.41% | 8.2% | 0.3% |
| 02/2008 | 0.88% | -10.17% | 10 | 0.1 | 0.1 | 0.7 | 1.41% | 9.3% | 0.3% |
| 01/2008 | -10.95% | -10.95% | 9.1 | 0.1 | 0 | 0.1 | 1.41% | 9% | 0.3% |
| 12/2007 | -0.56% | 14.62% | 10.1 | 0.6 | 0 | 0.1 | 1.58% | - | - |
| 11/2007 | -6.55% | 15.26% | 9.5 | 0.2 | 0 | 0.2 | 1.58% | - | - |
| 10/2007 | 4.91% | 23.34% | 9.7 | 0.2 | 0 | 0.3 | 1.58% | - | - |
| 09/2007 | 3.87% | 17.57% | 8.8 | 0.2 | 0 | 0.2 | 1.58% | - | - |
| 08/2007 | -4.2% | 13.19% | 8.1 | 0.1 | 0 | 0.2 | 1.58% | - | - |
| 07/2007 | -3.12% | 18.15% | 8.1 | 0.1 | 0 | 0.4 | 1.58% | - | - |
| 06/2007 | 1.09% | 21.95% | 7.8 | 0.1 | 0 | 1.4 | 1.58% | - | - |
| 05/2007 | 3.09% | 20.64% | 6.3 | 0.1 | 0 | 0.6 | 1.58% | - | - |
| 04/2007 | 6.23% | 17.02% | 5.4 | 0.1 | 0 | 0.7 | 1.58% | - | - |
| 03/2007 | 2.17% | 10.16% | 4.4 | 0.1 | 0 | 0.2 | 1.58% | - | - |
| 02/2007 | 2.54% | 7.82% | 4 | 0.1 | 0 | 0.3 | 1.58% | - | - |
| 01/2007 | 5.15% | 5.15% | 3.5 | 0 | 0 | 0.3 | 1.58% | - | - |
| 12/2006 | -0.88% | 28.81% | 3.1 | 0.2 | 0 | 0.6 | 1.66% | - | - |
| 11/2006 | 3.33% | 29.95% | 2.3 | 0 | 0 | 0.2 | 1.66% | - | - |
| 10/2006 | 9.1% | 25.77% | 2.1 | 0 | 0 | 0.1 | 1.66% | - | - |
| 09/2006 | 4.47% | 15.28% | 1.8 | 0 | 0.1 | 0 | 1.66% | - | - |
| 08/2006 | 1.83% | 10.34% | 1.8 | 0 | 0 | -0.1 | 1.66% | - | - |
| 07/2006 | 0.96% | 8.36% | 1.8 | 0 | 0 | 0.3 | 1.66% | - | - |
| 06/2006 | -6.15% | 7.33% | 1.6 | 0 | 0 | -0 | 1.66% | - | - |
| 05/2006 | 0.97% | 14.36% | 1.7 | 0 | 0 | 0.1 | 1.66% | - | - |
| 04/2006 | 5.87% | 13.27% | 1.6 | 0 | 0 | 0 | 1.66% | - | - |
| 03/2006 | 3.48% | 6.99% | 1.5 | 0 | 0.1 | 0 | 1.66% | - | - |
| 02/2006 | -1.9% | 3.39% | 1.5 | 0 | 0 | 0 | 1.66% | - | - |
| 01/2006 | 5.39% | 5.39% | 1.5 | 0 | 0 | 0.1 | 1.66% | - | - |
| 12/2005 | 2.7% | 20.59% | 1.4 | 0.1 | 0 | 0.5 | 1.86% | - | - |
| 11/2005 | 2.73% | 17.42% | 0.9 | 0 | 0 | -0.2 | 1.86% | - | - |
| 10/2005 | 1.36% | 14.3% | 1 | 0 | 0 | 0 | 1.86% | - | - |
| 09/2005 | 3.6% | 12.77% | 1 | 0 | 0 | -0.1 | 1.86% | - | - |
| 08/2005 | 1.86% | 8.85% | 1.1 | 0 | 0 | 0.1 | 1.86% | - | - |
| 07/2005 | 7.02% | 6.86% | 0.9 | 0 | 0 | -0.1 | 1.86% | - | - |
| 06/2005 | -3.61% | -0.15% | 1 | 0 | 0 | -0.2 | 1.86% | - | - |
| 05/2005 | 1.17% | 3.59% | 1.2 | 0 | 0 | 0 | 1.86% | - | - |
| 04/2005 | 1.31% | 2.39% | 1.2 | 0 | 0 | 0.1 | 1.86% | - | - |
| 03/2005 | -1.59% | 1.07% | 1.1 | 0 | 0 | -0 | 1.86% | - | - |
| 02/2005 | 2.02% | 2.7% | 1.1 | 0 | 0 | -0 | 1.86% | - | - |
| 01/2005 | 0.67% | 0.67% | 1.1 | 0 | 0 | -0.1 | 1.86% | - | - |
| 12/2004 | 5.71% | - | 1.2 | 0 | 0 | 0 | 0% | - | - |
| 11/2004 | 4.88% | - | 1.1 | 0 | 0 | 0 | 0% | - | - |
| 10/2004 | -0.05% | - | 1 | 0 | 0 | -0.1 | 0% | - | - |
| 09/2004 | 0.6% | - | 1.2 | 0 | 0 | 0 | 0% | - | - |
| 08/2004 | -2.66% | - | 1.1 | 0 | 0 | 0 | 0% | - | - |
| 07/2004 | -3.29% | - | 1.2 | 0 | 0 | 0 | 0% | - | - |
| 06/2004 | 4.62% | - | 1.2 | 0 | 0 | 0.1 | 0% | - | - |
| 05/2004 | 0.1% | - | 1.1 | 0 | 0 | 0.2 | 0% | - | - |
| 04/2004 | 1.01% | - | 0.9 | 0 | 0 | 0.2 | 0% | - | - |
| 03/2004 | - | - | 0.7 | 0 | 0 | 0.2 | 0% | - | - |
| 02/2004 | - | - | 0.6 | 0 | 0 | 0.2 | 0% | - | - |
| 01/2004 | - | - | 0.4 | 0 | 0 | 0.3 | 0% | - | - |
| 12/2003 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 11/2003 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 10/2003 | - | - | 0 | 0 | 0 | 0 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של מגדל השתלמות מסלול מניות?
ב-07/2026: -1.1% לחודש, 8.79% מתחילת השנה, 69.28% ל-3 שנים ו-76.97% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במגדל השתלמות מסלול מניות?
0.49% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מגדל השתלמות מסלול מניות מומלצת?
האתר אינו ממליץ על קרנות. הדירוגים כאן הם לפי נתון בודד שבחרת. ייעוץ פנסיוני ניתן רק על ידי בעל רישיון.
קישורים
בדיקת פנסיה
בדיקת פנסיה חינם אצל בעל רישיון פנסיוני. האתר אינו מייעץ - הפנייה עוברת לבעל מקצוע מורשה בלבד.
בעל רישיון בלבדללא עלות וללא התחייבותהפרטים נמחקים בתוך 90 יום
מקור הנתונים ורישיון
מקור הנתונים: נתוני הגמל נט לשנת 1999-2022, רשות שוק ההון, ביטוח וחיסכון, data.gov.il, רישיון רישיון פתוח (data.gov.il). נמשך ב-2026-09-12 · 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.