מיטב גמל כספי (שקלי): תשואה, דמי ניהול וסיכון
מיטב גמל כספי (שקלי) מנוהלת על ידי מיטב גמל ופנסיה בע"מ, בסיווג תגמולים ואישית לפיצויים, פעילה מ-2003; 274 חודשי דיווח מ-10/2003 עד 07/2026.
תשואה 07/2026
0.22%
מתחילת השנה
2.51%
3 שנים מצטבר
12.14%
5 שנים מצטבר
10.6%
דמי ניהול מצבירה
0.54%
לשנה
נכסים
255
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: 255 מיליון ש"ח, מקום 130 מתוך 250 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 10.6%, מקום 156 מתוך 165 בקטגוריה; ל-3 שנים: 12.14% (מקום 180 מתוך 192).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 11,060 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 12,277 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.54% לשנה (מקום 136 מתוך 239 בקטגוריה, מהנמוך לגבוה), מההפקדות: 0.14%. על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-10,264 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -5.4% בין 11/2021 ל-02/2023.
- סטיית תקן: 2.61; מדד שארפ: -0.35 (מקום 155 מתוך 165); חשיפה למניות 0%, לחו"ל 0%, למט"ח 0.1%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 5.31% | 8.84% | 4.08% | 6.77% | 5.26% | 6.71% | 3.9% | 6.51% | 1.95% | 1.23% | 3.76% | -0.46% | 7.22% | 1.01% | 1.16% | -3.7% | 4.06% | 2.69% | 4.13% |
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) | 255 | 130 / 250 |
| דמי ניהול מצבירה (נמוך = 1) | 0.54% | 136 / 239 |
| תשואה מתחילת השנה | 2.51% | 200 / 238 |
| תשואה 3 שנים | 12.14% | 180 / 192 |
| תשואה 5 שנים | 10.6% | 156 / 165 |
| מדד שארפ | -0.35 | 155 / 165 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים עוקבי מדדים עוקב מדדי מניות 259 מ' ש"ח
- מגדל לתגמולים ולפיצויים מסלול משולב סחיר 246 מ' ש"ח
- כלל תמר כספי(שקלי) 270 מ' ש"ח
- הפניקס גמל מסלול משולב סחיר 270 מ' ש"ח
- הפניקס גמל עוקב מדדי מניות 239 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | 0.22% | 2.51% | 254.6 | 2.7 | 0.3 | 4.6 | 0.54% | 0% | 0% |
| 06/2026 | 0.49% | 2.28% | 247.2 | 0.2 | 0.3 | 1.2 | 0.54% | 0% | 0% |
| 05/2026 | 0.48% | 1.78% | 245 | 0.1 | 3.7 | -32.4 | 0.54% | 0% | 0% |
| 04/2026 | 0.42% | 1.3% | 279.9 | 0.3 | 0.7 | -55.8 | 0.54% | 0% | 0% |
| 03/2026 | 0.19% | 0.87% | 334.8 | 2.3 | 2.4 | 24.7 | 0.54% | 0% | 0% |
| 02/2026 | 0.28% | 0.68% | 309.7 | 1.8 | 0.8 | 59.5 | 0.54% | 0% | 0.1% |
| 01/2026 | 0.4% | 0.4% | 248.7 | 2.8 | 0.9 | 2.2 | 0.54% | 0% | 0.1% |
| 12/2025 | 0.34% | 4.13% | 243.8 | 0.5 | 1.5 | 3.1 | 0.5% | 0% | 0.1% |
| 11/2025 | 0.36% | 3.77% | 241 | 0.1 | 0.7 | -1.9 | 0.5% | 0% | 10.1% |
| 10/2025 | 0.35% | 3.4% | 242.7 | 0.2 | 0.9 | -4.7 | 0.5% | 0% | 10% |
| 09/2025 | 0.35% | 3.04% | 247.3 | 0.2 | 0.5 | -3.8 | 0.5% | 0% | 10.2% |
| 08/2025 | 0.36% | 2.68% | 250.7 | 0.4 | 0.5 | -3.4 | 0.5% | 0% | 10.2% |
| 07/2025 | 0.35% | 2.31% | 253.4 | 0.2 | 0.9 | -14.2 | 0.5% | 0% | 18% |
| 06/2025 | 0.31% | 1.96% | 267.5 | 0.1 | 1.4 | -2.8 | 0.5% | 0% | 17.8% |
| 05/2025 | 0.16% | 1.64% | 270.9 | 0.8 | 0.8 | -11.7 | 0.5% | 0% | 18.5% |
| 04/2025 | 0.29% | 1.48% | 282.2 | 0.4 | 3 | 12.9 | 0.5% | 0% | 19.1% |
| 03/2025 | 0.53% | 1.18% | 271.3 | 0.3 | 1.1 | 11.1 | 0.5% | 0% | 19.4% |
| 02/2025 | 0.31% | 0.65% | 259.7 | 0.1 | 1.1 | -5.8 | 0.5% | 0% | 18.5% |
| 01/2025 | 0.34% | 0.34% | 265.9 | 0.2 | 0.9 | -9.3 | 0.5% | 0% | 19.1% |
| 12/2024 | 0.44% | 2.69% | 275.1 | 0.5 | 1.9 | -16.9 | 0.5% | 0% | 19.3% |
| 11/2024 | 0.32% | 2.24% | 292.2 | 0.4 | 2.2 | -13.9 | 0.5% | 0% | 19.3% |
| 10/2024 | 0.38% | 1.92% | 307 | 0.3 | 0.5 | -6.2 | 0.5% | 0% | 19.6% |
| 09/2024 | 0.46% | 1.53% | 312.4 | 0.2 | 0.8 | -4.5 | 0.5% | 0% | 19.5% |
| 08/2024 | 0.35% | 1.07% | 316.3 | 0.2 | 2.1 | 11.3 | 0.5% | 0% | 19.1% |
| 07/2024 | 0.6% | 0.72% | 306 | 1.2 | 0.7 | -11.3 | 0.5% | 0% | 19.5% |
| 06/2024 | 1.12% | 0.11% | 109.5 | 0.5 | 1 | 0 | 0.5% | 0% | 3.3% |
| 05/2024 | -0.21% | -0.99% | 108.8 | 0.1 | 0.1 | -2.5 | 0.5% | 0% | 11.9% |
| 04/2024 | -1.26% | -0.79% | 111.6 | 0.1 | 0.3 | -3 | 0.5% | 0% | 12.6% |
| 03/2024 | 0.36% | 0.48% | 116.3 | 0.1 | 0.5 | 1 | 0.5% | 0% | 12.9% |
| 02/2024 | 0.13% | 0.12% | 115.3 | 0.2 | 0.5 | 1.8 | 0.5% | 0% | 11.3% |
| 01/2024 | -0.01% | -0.01% | 113.8 | 0.1 | 0.3 | -2.3 | 0.5% | 0% | 12.4% |
| 12/2023 | 1.68% | 4.06% | 116.4 | 0.2 | 1.3 | -3 | 0.48% | 0% | 13.1% |
| 11/2023 | 2.13% | 2.34% | 118.5 | 0.2 | 0.2 | -2.4 | 0.48% | 0% | 14.2% |
| 10/2023 | -0.72% | 0.21% | 118.5 | 0.5 | 0.2 | 4.3 | 0.48% | 0% | 15% |
| 09/2023 | -1.19% | 0.94% | 114.8 | 0.1 | 0.1 | -2.3 | 0.48% | 0% | 12.7% |
| 08/2023 | 0.43% | 2.15% | 118.5 | 0.2 | 1.3 | -3 | 0.48% | 0% | 12.4% |
| 07/2023 | 0.33% | 1.71% | 122.1 | 0.2 | 0.7 | -3.2 | 0.48% | 0% | 9.8% |
| 06/2023 | 0.54% | 1.38% | 125.4 | 0.1 | 1.3 | -4.3 | 0.48% | 0% | 8.6% |
| 05/2023 | 0.63% | 0.84% | 130.3 | 0.1 | 1.4 | -0.3 | 0.48% | 0% | 5.8% |
| 04/2023 | 0.24% | 0.2% | 131 | 1.6 | 2 | -3.2 | 0.48% | 0% | 6.8% |
| 03/2023 | 1.14% | -0.04% | 134.4 | 0.3 | 1.2 | -1.2 | 0.48% | 0% | 7.1% |
| 02/2023 | -2.16% | -1.16% | 135.2 | 0.1 | 0.3 | 1.8 | 0.48% | 0% | 6.9% |
| 01/2023 | 1.02% | 1.02% | 136.5 | 1.5 | 0.9 | -1.8 | 0.48% | 0% | 3.1% |
| 12/2022 | -0.4% | -3.7% | 136.4 | 0.3 | 1 | 2.1 | 0.49% | 0% | 3.8% |
| 11/2022 | 0.41% | -3.31% | 135.5 | 0.2 | 0.7 | 3.2 | 0.49% | 0% | 3.1% |
| 10/2022 | 0.63% | -3.71% | 132.4 | 0.1 | 0.9 | 2.3 | 0.49% | 0% | 0.7% |
| 09/2022 | -0.85% | -4.31% | 130 | 0.1 | 1.9 | -1.4 | 0.49% | 0% | -1.8% |
| 08/2022 | -0.56% | -3.49% | 134.4 | 0.1 | 0.5 | -4.3 | 0.49% | 0% | -4% |
| 07/2022 | 1.11% | -2.95% | 139.9 | 0.2 | 0.6 | -0.2 | 0.49% | 0% | -6.8% |
| 06/2022 | 0.42% | -4.01% | 139 | 1.1 | 0.2 | -0.4 | 0.49% | 0% | 1.8% |
| 05/2022 | -1.32% | -4.42% | 138 | 0.1 | 0.3 | 4.3 | 0.49% | 0% | 2% |
| 04/2022 | -0.05% | -3.14% | 135.8 | 0.4 | 0.4 | -4.2 | 0.49% | 0% | 1.9% |
| 03/2022 | -0.76% | -3.09% | 140.1 | 0.7 | 0.6 | -1.4 | 0.49% | 0% | 0.3% |
| 02/2022 | -1.1% | -2.35% | 142.6 | 0.1 | 0.5 | 1 | 0.49% | 0% | 0.7% |
| 01/2022 | -1.26% | -1.26% | 143.6 | 0.5 | 0.1 | 3.9 | 0.49% | 0% | 0.6% |
| 12/2021 | -0.56% | 1.16% | 141.2 | 0.9 | 0.4 | 3.2 | 0.5% | 0% | -0.6% |
| 11/2021 | 1.51% | 1.73% | 138.3 | 0.2 | 0.1 | -3.8 | 0.5% | 0% | -0.4% |
| 10/2021 | 0.16% | 0.22% | 140 | 0.2 | 0.2 | -1.5 | 0.5% | 0% | -0.4% |
| 09/2021 | -0.61% | 0.06% | 141.3 | 0.2 | 0.5 | 0.3 | 0.5% | 0% | 0.8% |
| 08/2021 | 0.2% | 0.67% | 142.3 | 0.2 | 1.9 | -0.5 | 0.5% | 0% | 0.5% |
| 07/2021 | 0.51% | 0.47% | 144.4 | 0.2 | 0.2 | -2.6 | 0.5% | 0% | -0.2% |
| 06/2021 | 0.51% | -0.04% | 146.2 | 0.1 | 0.7 | -2.2 | 0.5% | 0% | 2.7% |
| 05/2021 | -0.06% | -0.54% | 148.3 | 0.1 | 0.5 | -4.7 | 0.5% | 0% | 3.2% |
| 04/2021 | -0.09% | -0.48% | 153.5 | 0.1 | 0.3 | -8.4 | 0.5% | 0% | 5% |
| 03/2021 | 0.37% | -0.4% | 162.2 | 0.2 | 0.5 | -0.8 | 0.5% | 0% | 5.1% |
| 02/2021 | -1% | -0.76% | 162.9 | 0.1 | 0.4 | -4.6 | 0.5% | 0% | 3.7% |
| 01/2021 | 0.24% | 0.24% | 169.5 | 0.6 | 0.2 | -4.2 | 0.5% | 0% | 3.8% |
| 12/2020 | 0.03% | 1.01% | 172.9 | 0.3 | 0.3 | -6.1 | 0.53% | 0% | 3.8% |
| 11/2020 | 0.07% | 0.98% | 179.1 | 0.2 | 0.2 | -2.2 | 0.53% | 0% | 4% |
| 10/2020 | -0.21% | 0.91% | 181.3 | 0.2 | 0.8 | -1.6 | 0.53% | 0% | 4% |
| 09/2020 | -0.44% | 1.12% | 184 | 0.2 | 0.5 | 4.7 | 0.53% | 0% | 4.5% |
| 08/2020 | 0.46% | 1.57% | 180.6 | 1.2 | 0.7 | -4.7 | 0.53% | 0% | 4.7% |
| 07/2020 | 0.54% | 1.11% | 184.1 | 0.2 | 2.2 | 1.1 | 0.53% | 0% | 4.7% |
| 06/2020 | 0.19% | 0.56% | 184.1 | 3.6 | 0.3 | -5.5 | 0.53% | 0% | 4.7% |
| 05/2020 | 0.28% | 0.37% | 186 | 0.1 | 0.4 | -0.4 | 0.53% | 0% | 4.8% |
| 04/2020 | 2.12% | 0.09% | 186.2 | 0.2 | 0.2 | -5.8 | 0.53% | 0% | 4.5% |
| 03/2020 | -3.63% | -1.99% | 188.1 | 0.2 | 1.4 | 28 | 0.53% | 0% | 4.6% |
| 02/2020 | 1.19% | 1.71% | 167.4 | 0.2 | 0.4 | -0 | 0.53% | 0% | 4.4% |
| 01/2020 | 0.51% | 0.51% | 165.7 | 0.2 | 0.1 | -2.2 | 0.53% | 0% | 3.9% |
| 12/2019 | 0.35% | 7.22% | 167.1 | 0.4 | 0.9 | -4.1 | 0.54% | 0% | 3.5% |
| 11/2019 | 0.42% | 6.85% | 171.1 | 0.2 | 0.4 | -0.2 | 0.54% | 0% | 3.4% |
| 10/2019 | 0.37% | 6.4% | 170.9 | 0.2 | 0.3 | -1.2 | 0.54% | 0% | 2.4% |
| 09/2019 | 0.33% | 6.01% | 171.7 | 1.6 | 0.1 | -0.7 | 0.54% | 0% | 2.4% |
| 08/2019 | 1.19% | 5.66% | 170.3 | 0.2 | 0.8 | -2.8 | 0.54% | 0% | 2.3% |
| 07/2019 | 1.47% | 4.42% | 171.7 | 0.2 | 0.4 | -4.6 | 0.54% | 0% | 2.1% |
| 06/2019 | 0.44% | 2.9% | 174.1 | 0.2 | 0.8 | -3.9 | 0.54% | 0% | 2.6% |
| 05/2019 | 0.41% | 2.45% | 177.9 | 0.2 | 1 | -2.5 | 0.54% | 0% | 2.8% |
| 04/2019 | 0.26% | 2.03% | 180.6 | 0.2 | 0.3 | -1.5 | 0.54% | 0% | 2.6% |
| 03/2019 | 0.5% | 1.77% | 181.7 | 0.2 | 0.4 | -2.4 | 0.54% | 0% | 2.6% |
| 02/2019 | 0.45% | 1.26% | 183.5 | 0.2 | 1.1 | -2.5 | 0.54% | 0% | 3.2% |
| 01/2019 | 0.81% | 0.81% | 186.1 | 0.2 | 1.1 | -4.4 | 0.54% | 0% | 2.5% |
| 12/2018 | 0% | -0.46% | 190 | 0.5 | 1.9 | -6 | 0.55% | 0% | 2.5% |
| 11/2018 | -0.05% | -0.46% | 197.5 | 1 | 1.2 | 0.5 | 0.55% | 0% | 2.1% |
| 10/2018 | -0.23% | -0.41% | 197.4 | 0.3 | 0.7 | -2.1 | 0.55% | 0% | 1.7% |
| 09/2018 | -0.01% | -0.18% | 200.5 | 0.2 | 0.1 | -2.5 | 0.55% | 0% | 1.6% |
| 08/2018 | 0.27% | -0.17% | 203 | 0.2 | 2.1 | -4.5 | 0.55% | 0% | 1.5% |
| 07/2018 | 0.01% | -0.44% | 208.9 | 0.2 | 0.7 | -2 | 0.55% | 0% | 1.4% |
| 06/2018 | -0.24% | -0.45% | 211.4 | 0.2 | 1.2 | -1.8 | 0.55% | 0% | 1.3% |
| 05/2018 | 0.07% | -0.21% | 214.9 | 0.2 | 0.4 | -2.9 | 0.55% | 0% | 1.8% |
| 04/2018 | -0.37% | -0.28% | 217.9 | 0.3 | 0.7 | -1.2 | 0.55% | 0% | 1.2% |
| 03/2018 | 0.29% | 0.09% | 220.6 | 0.2 | 1 | -3.8 | 0.55% | 0% | 1.3% |
| 02/2018 | -0.24% | -0.2% | 224.7 | 0.2 | 0.7 | -5.1 | 0.55% | 0% | 1.2% |
| 01/2018 | 0.04% | 0.04% | 230.9 | 0.3 | 0.7 | -3.4 | 0.55% | 0% | 0.6% |
| 12/2017 | 0.39% | 3.76% | 234.8 | 1.4 | 1.1 | -3.5 | 0.56% | 0% | 0.8% |
| 11/2017 | 0.1% | 3.35% | 237.2 | 0.8 | 0.8 | -5.2 | 0.56% | 0% | 0.8% |
| 10/2017 | 0.27% | 3.25% | 242.3 | 0.3 | 0.9 | -9.5 | 0.56% | 0% | 0.8% |
| 09/2017 | -0.08% | 2.97% | 251.8 | 0.4 | 0.3 | 3.9 | 0.56% | 0% | 1.8% |
| 08/2017 | 0.61% | 3.05% | 248.1 | 0.9 | 0.9 | -5.3 | 0.56% | 0% | 1.8% |
| 07/2017 | 1.06% | 2.43% | 252 | 0.3 | 1.2 | -8.4 | 0.56% | 0% | 1.8% |
| 06/2017 | -0.09% | 1.35% | 258.7 | 0.5 | 0.6 | -8.7 | 0.56% | 0% | 1.8% |
| 05/2017 | 0.76% | 1.45% | 267.8 | 0.2 | 2.9 | -8.8 | 0.56% | 0% | 1% |
| 04/2017 | 0.13% | 0.68% | 277.4 | 0.2 | 0.4 | -9.3 | 0.56% | 0% | 0.8% |
| 03/2017 | 0.45% | 0.55% | 286.7 | 0.1 | 4.9 | -10.4 | 0.56% | 0% | 0.8% |
| 02/2017 | 0.18% | 0.1% | 300.8 | 0.3 | 0.8 | -11.2 | 0.56% | 0% | 0.8% |
| 01/2017 | -0.08% | -0.08% | 312.1 | 1.3 | 1 | -5.9 | 0.56% | 0% | 0.5% |
| 12/2016 | 0.44% | 1.23% | 289.2 | 1.6 | 1.1 | -1.4 | 0.66% | 0% | 0.5% |
| 11/2016 | -1.21% | 0.79% | 288.9 | 2.9 | 2 | -1.5 | 0.66% | 0% | 0.5% |
| 10/2016 | -0.22% | 2.02% | 293.2 | 2.4 | 0.3 | 8.3 | 0.66% | 0% | 0.5% |
| 09/2016 | 0.03% | 2.25% | 283.7 | 1.2 | 0.3 | 7.3 | 0.66% | 0% | 0.5% |
| 08/2016 | -0.27% | 2.21% | 275.5 | 6.7 | 0.5 | 10.1 | 0.66% | 0% | 0% |
| 07/2016 | 0.19% | 2.49% | 260 | 7.1 | 0.3 | 25.8 | 0.66% | 0% | 0% |
| 06/2016 | 0.91% | 2.3% | 227.1 | 7.9 | 0.6 | 14.4 | 0.66% | 0% | 0% |
| 05/2016 | 0.08% | 1.37% | 203.6 | 2.4 | 0.2 | -0.8 | 0.66% | 0% | 0% |
| 04/2016 | 0.14% | 1.29% | 202.2 | 1.7 | 0.3 | 5.4 | 0.66% | 0% | 0% |
| 03/2016 | -0.21% | 1.15% | 195.1 | 0.9 | 0.2 | 10 | 0.66% | 0% | 0% |
| 02/2016 | 0.55% | 1.36% | 185 | 0.6 | 0.3 | 5.7 | 0.66% | 0% | 0% |
| 01/2016 | 0.81% | 0.81% | 178.1 | 1.7 | 0.2 | 7.3 | 0.66% | 0% | 0% |
| 12/2015 | 0.13% | 1.95% | 168 | 2.3 | 0.2 | -0.7 | 0.73% | 0% | 0% |
| 11/2015 | -0.44% | 1.82% | 166.4 | 0.3 | 0.2 | 0.5 | 0.73% | 0% | 0% |
| 10/2015 | 0.69% | 2.27% | 166.6 | 0.1 | 0.7 | -0.9 | 0.73% | 0% | 0% |
| 09/2015 | -0.08% | 1.57% | 167.1 | 0.2 | 0.3 | -1 | 0.73% | 0% | 0% |
| 08/2015 | 0.7% | 1.65% | 168.5 | 0.2 | 0.3 | -1.3 | 0.73% | 0% | 0% |
| 07/2015 | 0.94% | 0.94% | 168.8 | 0.6 | 0.3 | 1.3 | 0.73% | 0% | 0% |
| 06/2015 | -1.93% | 0% | 165.6 | 0.9 | 0.3 | -2 | 0.73% | 0% | 0% |
| 05/2015 | -0.65% | 1.97% | 170.4 | 0.8 | 0.5 | -2 | 0.73% | 0% | 0% |
| 04/2015 | -0.05% | 2.64% | 173.2 | 0.2 | 0.1 | -2.7 | 0.73% | 0% | 0% |
| 03/2015 | 0.28% | 2.69% | 176 | 0.2 | 0.2 | 0.5 | 0.73% | 0% | 0% |
| 02/2015 | 0.6% | 2.4% | 175.2 | 0.3 | 0.4 | 1.8 | 0.73% | 0% | 0% |
| 01/2015 | 1.79% | 1.79% | 172.5 | 0.1 | 0.5 | 1.7 | 0.73% | 0% | 0% |
| 12/2014 | -0.72% | 6.51% | 168.3 | 1.1 | 0.5 | 0.3 | 0.73% | 0% | 0% |
| 11/2014 | 0.39% | 7.28% | 168.6 | 0.3 | 1.5 | -2.4 | 0.73% | 0% | 0% |
| 10/2014 | 0.75% | 6.86% | 171.6 | 0.2 | 0.3 | 0.5 | 0.73% | 0% | 0% |
| 09/2014 | 0.23% | 6.07% | 169.9 | 0.3 | 0.7 | -1 | 0.73% | 0% | 0% |
| 08/2014 | 1.41% | 5.82% | 171 | 0.2 | 0.8 | -1.2 | 0.73% | 0% | 0% |
| 07/2014 | 0.27% | 4.35% | 170.5 | 0.1 | 0.2 | -0.4 | 0.73% | 0% | 0% |
| 06/2014 | 0.14% | 4.07% | 170.6 | 0.2 | 0.3 | -6.9 | 0.73% | 0% | 3.4% |
| 05/2014 | 1.53% | 3.92% | 177.6 | 0.6 | 0.1 | 0.4 | 0.73% | 0% | 0% |
| 04/2014 | 0.41% | 2.36% | 174.2 | 0.1 | 0.1 | 1.7 | 0.73% | 2.4% | 2.4% |
| 03/2014 | 0.35% | 1.94% | 171.9 | 0.2 | 0.4 | -1 | 0.73% | 0% | 0.5% |
| 02/2014 | 1.09% | 1.59% | 174.6 | 0.4 | 0.3 | 2.2 | 0.73% | 0% | 0.5% |
| 01/2014 | 0.49% | 0.49% | 170.6 | 0.2 | 2 | 2.6 | 0.73% | 0% | 0.5% |
| 12/2013 | -0.18% | 3.9% | 167.6 | 1.1 | 0.5 | -4.3 | 0.87% | 0% | 0.5% |
| 11/2013 | 0.71% | 4.09% | 171.7 | 0.7 | 2.8 | -4.9 | 0.87% | 0% | 0.5% |
| 10/2013 | 0.77% | 3.35% | 176.3 | 0.1 | 1.7 | 0.4 | 0.87% | 0% | 0.5% |
| 09/2013 | 1.1% | 2.56% | 179 | 0.2 | 0.5 | -1.1 | 0.87% | 0% | 0.5% |
| 08/2013 | -0.7% | 1.45% | 178.6 | 0.2 | 0.6 | -2 | 0.87% | 0% | 0.5% |
| 07/2013 | 0.47% | 2.16% | 182.4 | 0.2 | 1 | -1.9 | 0.87% | 0% | 0.5% |
| 06/2013 | -0.08% | 1.68% | 184.4 | 0.3 | 0.2 | -1.1 | 0.87% | 0% | 0.5% |
| 05/2013 | 0.02% | 1.76% | 185.8 | -0.2 | 1.1 | -0.4 | 0.87% | 0% | 0.5% |
| 04/2013 | 1.27% | 1.74% | 187.5 | 0.1 | 1.6 | -3.2 | 0.87% | 0% | 0.5% |
| 03/2013 | 0.32% | 0.47% | 190 | 0.7 | 1 | -1.3 | 0.87% | 0% | 0.5% |
| 02/2013 | 0.54% | 0.15% | 191.1 | 0.4 | 0.1 | -2.2 | 0.87% | 0% | 0.5% |
| 01/2013 | -0.39% | -0.39% | 192.1 | 0.2 | 0.3 | -1.4 | 0.87% | 0% | 0.5% |
| 12/2012 | 0.82% | 6.71% | 194.4 | 0.5 | 0.8 | -2.2 | 0.97% | 0% | 0.5% |
| 11/2012 | 0.5% | 5.84% | 195.4 | 0.3 | 0.7 | 0.7 | 0.97% | 0% | 0.5% |
| 10/2012 | 1.03% | 5.32% | 194.3 | 0.2 | 0.9 | 0.1 | 0.97% | 0% | 0.5% |
| 09/2012 | 0.44% | 4.24% | 193 | 0.2 | 0.2 | 6.6 | 0.97% | 0% | 0.4% |
| 08/2012 | -0.57% | 3.78% | 185.7 | 0.2 | 1.3 | 9.3 | 0.97% | 0% | 0.4% |
| 07/2012 | 1.6% | 4.38% | 178.7 | 0.2 | 0.6 | 8.3 | 0.97% | 0% | 0.5% |
| 06/2012 | 0.36% | 2.74% | 168.2 | 0.3 | 0.7 | 7.4 | 0.97% | 0% | 0.4% |
| 05/2012 | 1.11% | 2.37% | 160.8 | 0.2 | 0.7 | 2.8 | 0.97% | 0% | 0.4% |
| 04/2012 | 0.51% | 1.24% | 156.8 | 0.1 | 0.2 | 0.1 | 0.97% | 0% | 0.4% |
| 03/2012 | 0.21% | 0.73% | 112.9 | 0.1 | 0.6 | 4.3 | 0.97% | 0% | 0.4% |
| 02/2012 | -0.15% | 0.52% | 108.9 | 0.2 | 1.6 | 4.4 | 0.97% | 0% | 0.4% |
| 01/2012 | 0.67% | 0.67% | 106.1 | 0.1 | 0.6 | 7.5 | 0.97% | 0% | 0.4% |
| 12/2011 | 0.87% | 5.26% | 98.5 | 0.4 | 1.4 | 6.9 | 1.02% | 0% | 0.4% |
| 11/2011 | 0.12% | 4.35% | 91.8 | 0.7 | 2 | 4.7 | 1.02% | 0% | 0.4% |
| 10/2011 | 0.65% | 4.23% | 88.4 | 0.1 | 0.2 | 6.7 | 1.02% | 0% | 0.4% |
| 09/2011 | 0.29% | 3.55% | 81.4 | 0.1 | 0.4 | 6.8 | 1.02% | 0% | 0.4% |
| 08/2011 | 2.56% | 3.26% | 74.7 | 0.1 | 0.5 | 4.9 | 1.02% | 0% | 0.4% |
| 07/2011 | 0.84% | 0.68% | 68.5 | 0.2 | 1 | 0.6 | 1.02% | 0% | 0% |
| 06/2011 | 0.18% | -0.16% | 68.2 | 0.1 | 0.6 | -1.3 | 1.02% | 0% | 0% |
| 05/2011 | 1.07% | -0.34% | 69.9 | 0.2 | 0.8 | 0 | 1.02% | 0% | 0% |
| 04/2011 | 0.01% | -1.4% | 69.8 | 0.1 | 0.1 | -3.4 | 1.02% | 0% | 0% |
| 03/2011 | -0.88% | -1.41% | 73.2 | 0.1 | 0.4 | -1.6 | 1.02% | 0% | 0% |
| 02/2011 | -0.07% | -0.53% | 75.7 | 0.1 | 0.7 | -3.8 | 1.02% | 0% | 0% |
| 01/2011 | -0.46% | -0.46% | 80.2 | 0.3 | 0.7 | -2.3 | 1.02% | 0% | 0% |
| 12/2010 | -0.69% | 6.77% | 83.3 | 0.3 | 0.1 | 0.7 | 1.06% | 0% | 0% |
| 11/2010 | -0.57% | 7.51% | 83.1 | 0.2 | 0.4 | -2.2 | 1.06% | 0% | 0% |
| 10/2010 | 1.31% | 8.13% | 86 | 0.1 | 0.1 | -0.9 | 1.06% | 0% | 0% |
| 09/2010 | -0.96% | 6.73% | 85.8 | -0.2 | 0.9 | 0.6 | 1.06% | 0% | 0% |
| 08/2010 | 1.38% | 7.77% | 87.3 | 0.2 | 0.2 | -1.1 | 1.06% | 0% | 0% |
| 07/2010 | 0.54% | 6.3% | 87.2 | 0.3 | 0 | 1.3 | 1.06% | 0% | 0% |
| 06/2010 | 1.22% | 5.73% | 85.2 | 0.2 | 0.5 | 1.9 | 1.06% | 0% | 0% |
| 05/2010 | 1.83% | 4.45% | 82.7 | 0 | 0.9 | 5.2 | 1.06% | 0% | 0% |
| 04/2010 | 0.22% | 2.58% | 77 | 0.3 | 0.2 | -0.9 | 1.06% | 0% | 0% |
| 03/2010 | 0.08% | 2.35% | 77.6 | 0.1 | 0.4 | -1.7 | 1.06% | 0% | 0% |
| 02/2010 | 0.62% | 2.27% | 79.6 | 0.1 | 1.2 | -2.9 | 1.06% | 0% | 0% |
| 01/2010 | 1.64% | 1.64% | 83.2 | 0.2 | 0.5 | -0.8 | 1.06% | 0% | 0% |
| 12/2009 | -1.92% | 4.08% | 83 | 0.5 | 0.7 | -6.6 | 0.87% | 0% | 0% |
| 11/2009 | 0.92% | 6.12% | 91.5 | 0.2 | 0.4 | -3.1 | 0.87% | 0% | 0% |
| 10/2009 | 0.7% | 5.15% | 94 | 0.2 | 0.4 | -4.5 | 0.87% | 0% | 0% |
| 09/2009 | 1.47% | 4.42% | 98.1 | 0.2 | 0.3 | -3.5 | 0.87% | 0% | 0% |
| 08/2009 | 0.81% | 2.91% | 86.5 | 0.1 | 0.1 | -9.6 | 0.87% | 0.9% | 0.2% |
| 07/2009 | 0% | 2.08% | 95.5 | 0.2 | 0.2 | -7.5 | 0.87% | 0.9% | 0.2% |
| 06/2009 | 2.16% | 2.08% | 103.1 | 0.2 | 0.7 | -9.1 | 0.87% | 0.8% | 0.2% |
| 05/2009 | -2.17% | -0.08% | 110.6 | 0.3 | 0.3 | -12.5 | 0.87% | 0.8% | 0.2% |
| 04/2009 | -1.84% | 2.14% | 125.7 | -0.4 | 0.5 | -3.7 | 0.87% | 0.7% | 0.2% |
| 03/2009 | 2.53% | 4.05% | 132.7 | 0.1 | 0.6 | 2 | 0.87% | 0.7% | 0% |
| 02/2009 | 0.62% | 1.49% | 128 | 1 | 0.4 | 5.7 | 0.87% | 0.6% | 0% |
| 01/2009 | 0.86% | 0.86% | 121.2 | 0.1 | 0.7 | 4 | 0.87% | 0.6% | 0% |
| 12/2008 | 4.8% | 8.84% | 116.7 | 0.4 | 4.7 | 20.3 | 1.17% | 0.6% | 0% |
| 11/2008 | 2.99% | 3.86% | 96 | 0.2 | 2.4 | 17.5 | 1.17% | 0.5% | 0.1% |
| 10/2008 | -1.6% | 0.84% | 78.3 | 0.1 | 2.1 | 17.1 | 1.17% | 0.5% | 0.1% |
| 09/2008 | -0.74% | 2.48% | 64.5 | 0 | 0.2 | 15.2 | 1.17% | 0.7% | 0.1% |
| 08/2008 | 0.45% | 3.24% | 49.9 | 0 | 0.2 | 9.3 | 1.17% | 0.9% | 0.1% |
| 07/2008 | 1.21% | 2.78% | 40.7 | 0 | 0.6 | 5.9 | 1.17% | 1% | 0.1% |
| 06/2008 | -0.81% | 1.55% | 35 | 0 | 0.1 | 1.3 | 1.17% | 1% | 0.1% |
| 05/2008 | 0.94% | 2.38% | 34.1 | 0 | 0.2 | -2.3 | 1.17% | 1% | 0.1% |
| 04/2008 | -0.34% | 1.43% | 36.2 | 0 | 0 | 7.4 | 1.17% | 1% | 0.1% |
| 03/2008 | -0.27% | 1.77% | 29 | 0 | 0 | 12.2 | 1.17% | 0.7% | 0.1% |
| 02/2008 | 1.03% | 2.05% | 16.9 | 0 | 0.1 | 6 | 1.17% | 0.8% | 0.1% |
| 01/2008 | 1.01% | 1.01% | 10.9 | 0 | 0 | 5 | 1.17% | 0.5% | 0% |
| 12/2007 | -1.71% | 5.31% | 5.9 | 0.2 | 0 | 1 | 0.53% | - | - |
| 11/2007 | -0.23% | 7.14% | 4.8 | 0 | 0 | 1.5 | 0.53% | - | - |
| 10/2007 | 1.45% | 7.39% | 3.3 | 0 | 0 | 0.2 | 0.53% | - | - |
| 09/2007 | 1.4% | 5.85% | 3.1 | 0 | 0 | -0.2 | 0.53% | - | - |
| 08/2007 | 0.15% | 4.39% | 3.3 | 0 | 0 | 0.4 | 0.53% | - | - |
| 07/2007 | 0.2% | 4.23% | 2.9 | 0 | 0 | 0.9 | 0.53% | - | - |
| 06/2007 | 0.63% | 4.03% | 2 | 0 | 0 | 0.2 | 0.53% | - | - |
| 05/2007 | 0.86% | 3.37% | 1.8 | 0 | 0 | 0.9 | 0.53% | - | - |
| 04/2007 | 0.71% | 2.49% | 0.9 | 0 | 0 | 0 | 0.53% | - | - |
| 03/2007 | 0.56% | 1.77% | 0.9 | 0 | 0 | 0.2 | 0.53% | - | - |
| 02/2007 | 0.46% | 1.2% | 0.7 | 0 | 0 | 0 | 0.53% | - | - |
| 01/2007 | 0.74% | 0.74% | 0.6 | 0 | 0 | 0.2 | 0.53% | - | - |
| 12/2006 | 0.21% | - | 0.4 | 0.1 | 0 | 0.2 | - | - | - |
| 11/2006 | 0.17% | - | 0.1 | 0 | 0 | 0 | - | - | - |
| 10/2006 | 0.85% | - | 0.1 | 0 | 0 | 0.1 | - | - | - |
| 09/2006 | 0.43% | - | 0 | 0 | 0 | 0 | - | - | - |
| 08/2006 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 07/2006 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 06/2006 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 05/2006 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 04/2006 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 03/2006 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 02/2006 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 01/2006 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 12/2005 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 11/2005 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 10/2005 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 09/2005 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 08/2005 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 07/2005 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 06/2005 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 05/2005 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 04/2005 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 03/2005 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 02/2005 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 01/2005 | - | - | 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 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של מיטב גמל כספי (שקלי)?
ב-07/2026: 0.22% לחודש, 2.51% מתחילת השנה, 12.14% ל-3 שנים ו-10.6% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במיטב גמל כספי (שקלי)?
0.54% לשנה מהצבירה בממוצע ו-0.14% מההפקדות. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מיטב גמל כספי (שקלי) 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.