מיטב גמל מניות: תשואה, דמי ניהול וסיכון
מיטב גמל מניות 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
-0.96%
מתחילת השנה
8.36%
3 שנים מצטבר
69.78%
5 שנים מצטבר
77.23%
דמי ניהול מצבירה
0.53%
לשנה
נכסים
5,702
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: 5,702 מיליון ש"ח, מקום 23 מתוך 250 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 77.23%, מקום 8 מתוך 165 בקטגוריה; ל-3 שנים: 69.78% (מקום 10 מתוך 192).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 17,723 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 29,657 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.53% לשנה (מקום 128 מתוך 239 בקטגוריה, מהנמוך לגבוה), מההפקדות: 0.02%. על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-10,083 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -56% בין 10/2007 ל-12/2008.
- סטיית תקן: 11.67; מדד שארפ: 1.02 (מקום 26 מתוך 165); חשיפה למניות 5,634.8%, לחו"ל 4,053.8%, למט"ח 1,553.7%.
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 | 20.26% | -53.65% | 120.22% | 18.42% | -15.67% | 14% | 20.1% | 5.55% | 2.54% | 4.21% | 13.66% | -5.86% | 21.17% | 9.66% | 23.1% | -16.22% | 16.4% | 21.9% | 26.35% |
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) | 5,702 | 23 / 250 |
| דמי ניהול מצבירה (נמוך = 1) | 0.53% | 128 / 239 |
| תשואה מתחילת השנה | 8.36% | 26 / 238 |
| תשואה 3 שנים | 69.78% | 10 / 192 |
| תשואה 5 שנים | 77.23% | 8 / 165 |
| מדד שארפ | 1.02 | 26 / 165 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- כלל תמר 50-60 5,568 מ' ש"ח
- מיטב גמל לבני 50 ומטה 5,885 מ' ש"ח
- מנורה מבטחים תגמולים ופיצויים מסלול לבני 50 עד 60 5,384 מ' ש"ח
- ילין לפידות קופת גמל מסלול מניות 6,278 מ' ש"ח
- הפניקס גמל עוקב מדד s&p500 5,087 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.96% | 8.36% | 5,701.8 | 18.9 | 7.7 | 266.3 | 0.53% | 5,634.8% | 4,053.8% |
| 06/2026 | -2.29% | 9.41% | 5,482.5 | 23.7 | 3.2 | 329.4 | 0.53% | 5,313.6% | 3,816.9% |
| 05/2026 | 3.31% | 11.97% | 5,254.8 | 11.7 | 4.5 | 320.5 | 0.53% | 5,088% | 3,540.1% |
| 04/2026 | 7.99% | 8.38% | 4,769 | 10.7 | 1.5 | 283.3 | 0.53% | 4,612.3% | 3,357.4% |
| 03/2026 | -4.81% | 0.37% | 4,144.5 | 15.8 | 3.6 | 346.6 | 0.53% | 3,977.5% | 2,951.4% |
| 02/2026 | 1.1% | 5.44% | 3,988.5 | 12.8 | 2 | 323 | 0.53% | 3,842.6% | 2,922.2% |
| 01/2026 | 4.29% | 4.29% | 3,616.8 | 8.2 | 3.5 | 280.9 | 0.53% | 3,485.9% | 2,511.9% |
| 12/2025 | 2.13% | 26.35% | 3,195.6 | 16.2 | 4.2 | 280.3 | 0.49% | 3,080.7% | 2,285.8% |
| 11/2025 | 1.42% | 23.71% | 2,842.9 | 7.2 | 4.6 | 199.9 | 0.49% | 2,756.8% | 1,922.4% |
| 10/2025 | 2.45% | 21.98% | 2,602 | 6.4 | 1.2 | 166.4 | 0.49% | 2,527.9% | 1,800.2% |
| 09/2025 | 3.56% | 19.06% | 2,372.1 | 7.2 | 2.7 | 140.4 | 0.49% | 2,248% | 1,626.3% |
| 08/2025 | 1.31% | 14.97% | 2,148.9 | 4.2 | 2.2 | 139.4 | 0.49% | 2,026.1% | 1,493.1% |
| 07/2025 | 2.34% | 13.48% | 1,981.4 | 6.7 | 3.7 | 126.7 | 0.49% | 1,866.8% | 1,374.2% |
| 06/2025 | 5.71% | 10.89% | 1,809.8 | 4.3 | 1.9 | 69.1 | 0.49% | 1,694.5% | 1,260.2% |
| 05/2025 | 5.31% | 4.9% | 1,643.5 | 3.6 | 1.1 | 50.2 | 0.49% | 1,554.3% | 1,205% |
| 04/2025 | 0.97% | -0.39% | 1,511 | 2.1 | 3.3 | 45.1 | 0.49% | 1,439.3% | 1,123.5% |
| 03/2025 | -2.89% | -1.35% | 1,452.5 | 2.1 | 2.6 | 40.2 | 0.49% | 1,410.8% | 1,081.3% |
| 02/2025 | -0.91% | 1.59% | 1,456.2 | 2.9 | 2.1 | 49.3 | 0.49% | 1,411.6% | 1,042.8% |
| 01/2025 | 2.52% | 2.52% | 1,420.5 | 2.2 | 1.2 | 42.8 | 0.49% | 1,380.3% | 1,032% |
| 12/2024 | 1.08% | 21.9% | 1,343.2 | 4.1 | 0.9 | 38.6 | 0.45% | 1,302.8% | 965.9% |
| 11/2024 | 3.81% | 20.6% | 1,288.3 | 4.9 | 3.3 | 20.7 | 0.45% | 1,250.3% | 1,026.3% |
| 10/2024 | 0.44% | 16.17% | 1,220.2 | 2.8 | 0.7 | 0.4 | 0.45% | 1,176.9% | 980.1% |
| 09/2024 | 2.87% | 15.66% | 1,213 | 3.2 | 1.7 | 2.8 | 0.45% | 1,186.5% | 986.4% |
| 08/2024 | 1.2% | 12.43% | 1,175.6 | 2.8 | 1.4 | -5.1 | 0.45% | 1,143.9% | 946% |
| 07/2024 | 1.56% | 11.1% | 1,166.4 | 2 | 1.4 | 5.5 | 0.45% | 1,163.7% | 990% |
| 06/2024 | 2.03% | 9.39% | 1,143 | 5 | 0.8 | 13.8 | 0.45% | 1,113.4% | 959.4% |
| 05/2024 | 2.41% | 7.22% | 1,103.1 | 2.5 | 1.9 | 16.8 | 0.45% | 1,077.8% | 929.5% |
| 04/2024 | -3% | 4.69% | 1,060.5 | 1.7 | 0.5 | 27.9 | 0.45% | 1,031.1% | 767.9% |
| 03/2024 | 3.38% | 7.93% | 1,064 | 3.6 | 0.6 | 25.4 | 0.45% | 1,027.4% | 856.2% |
| 02/2024 | 4.05% | 4.4% | 1,001.6 | 2.2 | 1.4 | 30.7 | 0.45% | 954% | 793.1% |
| 01/2024 | 0.34% | 0.34% | 932.5 | 2.2 | 0.7 | 19.9 | 0.45% | 877.3% | 738.9% |
| 12/2023 | 4.32% | 16.4% | 908.4 | 2.1 | 5 | 13.9 | 0.42% | 871.1% | 731% |
| 11/2023 | 6.1% | 11.58% | 860.6 | 1.3 | 1.3 | 8 | 0.42% | 812.7% | 697.5% |
| 10/2023 | -4.47% | 5.16% | 803.8 | 0.1 | 3.6 | 3.5 | 0.42% | 786.6% | 697.1% |
| 09/2023 | -2.27% | 10.08% | 841.8 | 1.3 | 0.9 | 10 | 0.42% | 788.2% | 675.6% |
| 08/2023 | -1.55% | 12.64% | 851 | 1.5 | 4.2 | 9.3 | 0.42% | 822.8% | 714% |
| 07/2023 | 5.04% | 14.41% | 857.8 | 0.7 | 1 | 4.4 | 0.42% | 829.4% | 715.6% |
| 06/2023 | 3.54% | 8.92% | 813.1 | 2.9 | 1.4 | 3.8 | 0.42% | 786.9% | 675.8% |
| 05/2023 | 0.64% | 5.2% | 780.4 | 0.8 | 2.6 | 2.3 | 0.42% | 747.7% | 619.9% |
| 04/2023 | 2.43% | 4.53% | 775.3 | 0.8 | 0.7 | 0.8 | 0.42% | 728.8% | 608.7% |
| 03/2023 | 0.05% | 2.05% | 756.3 | 0.9 | 3.7 | -1 | 0.42% | 704.6% | 598.6% |
| 02/2023 | -2.16% | 2% | 760 | 0.7 | 1.3 | -10.1 | 0.42% | 730.2% | 611% |
| 01/2023 | 4.25% | 4.25% | 787.9 | 2.2 | 3.8 | 2.2 | 0.42% | 747.2% | 605.4% |
| 12/2022 | -4.35% | -16.22% | 755.5 | 1.4 | 0.8 | 6.4 | 0.41% | 715.4% | 567.1% |
| 11/2022 | 1.99% | -12.41% | 782.9 | 1.4 | 2.5 | 2.7 | 0.41% | 726.4% | 566.3% |
| 10/2022 | 4.59% | -14.12% | 766.5 | 0.8 | 0.4 | 2.4 | 0.41% | 715.6% | 552.2% |
| 09/2022 | -7.97% | -17.89% | 730.4 | 0.8 | 1.5 | 8.4 | 0.41% | 698% | 530.4% |
| 08/2022 | -1.49% | -10.78% | 785.9 | 2.2 | 2.4 | 20.5 | 0.41% | 757.2% | 553.1% |
| 07/2022 | 6.53% | -9.43% | 778.3 | 0.9 | 0.8 | 11.5 | 0.41% | 745.5% | 565.5% |
| 06/2022 | -5.89% | -14.98% | 719.7 | 1.4 | 0.7 | 12.8 | 0.41% | 713.7% | 553.7% |
| 05/2022 | -3.86% | -9.66% | 750.8 | 1.2 | 1 | 6.9 | 0.41% | 724% | 556.5% |
| 04/2022 | -3.21% | -6.04% | 774.1 | 1.2 | 0.4 | 18.6 | 0.41% | 758.8% | 455.9% |
| 03/2022 | 1.61% | -2.92% | 780.3 | 2 | 0.4 | 23.6 | 0.41% | 757.3% | 471.3% |
| 02/2022 | -0.56% | -4.46% | 743 | 3.8 | 0.4 | 37.2 | 0.41% | 719.2% | 441.2% |
| 01/2022 | -3.92% | -3.92% | 707.1 | 7.9 | 0.6 | 20.8 | 0.41% | 679.8% | 423.6% |
| 12/2021 | 2.9% | 23.1% | 707.1 | 3.9 | 0.7 | 39.1 | 0.43% | 688.7% | 442.5% |
| 11/2021 | -0.22% | 19.63% | 645.5 | 9.3 | 0.4 | 35.4 | 0.43% | 627.5% | 409.5% |
| 10/2021 | 5.26% | 19.89% | 603.3 | 3.3 | 0.7 | 21.6 | 0.43% | 578.4% | 370.3% |
| 09/2021 | -1.32% | 13.9% | 549.9 | 1.5 | 1.2 | 11 | 0.43% | 531% | 340.4% |
| 08/2021 | 2.12% | 15.43% | 546.2 | 1.1 | 0.6 | 16.2 | 0.43% | 532.9% | 350.8% |
| 07/2021 | 0.52% | 13.03% | 518.4 | 0.7 | 0.8 | 15.2 | 0.43% | 500.8% | 328.9% |
| 06/2021 | 0.97% | 12.45% | 500.8 | 2.5 | 1.2 | 10.2 | 0.43% | 490.2% | 322.4% |
| 05/2021 | 1.53% | 11.37% | 484.8 | 0.9 | 0.3 | 16 | 0.43% | 464.8% | 297.6% |
| 04/2021 | 4.15% | 9.69% | 461.1 | 1.1 | 0.5 | 15.7 | 0.43% | 450.5% | 293.9% |
| 03/2021 | 2.42% | 5.32% | 427 | 1.4 | 1.3 | 3.6 | 0.43% | 425.5% | 275.9% |
| 02/2021 | 1.85% | 2.83% | 413.5 | 1.8 | 0.6 | 0.4 | 0.43% | 410.6% | 269.1% |
| 01/2021 | 0.96% | 0.96% | 404.6 | 0.7 | 0.5 | 9.2 | 0.43% | 404.6% | 267.7% |
| 12/2020 | 4.75% | 9.66% | 391.7 | 2.7 | 0.5 | 1.7 | 0.46% | 377.7% | 249.8% |
| 11/2020 | 9.52% | 4.69% | 370.3 | 0.7 | 0.5 | 3.4 | 0.46% | 360.6% | 239.4% |
| 10/2020 | 0.89% | -4.41% | 334.9 | 0.4 | 0.7 | -0.6 | 0.46% | 326.6% | 211.4% |
| 09/2020 | -3.2% | -5.25% | 333 | 2.4 | 0.3 | -7.7 | 0.46% | 327.9% | 216.9% |
| 08/2020 | 5.92% | -2.12% | 350 | 1.3 | 0.8 | -5.4 | 0.46% | 341.8% | 226.8% |
| 07/2020 | 5.97% | -7.59% | 335.3 | 0.7 | 0.8 | -11.7 | 0.46% | 335.4% | 223.3% |
| 06/2020 | -0.05% | -12.8% | 327.9 | 1.1 | 0.5 | -3.9 | 0.46% | 321.2% | 207.3% |
| 05/2020 | 2.9% | -12.76% | 331.5 | 0.8 | 0.1 | 10.8 | 0.46% | 321% | 210.1% |
| 04/2020 | 9.67% | -15.21% | 310.9 | 0.4 | 0.2 | 8.9 | 0.46% | 294.8% | 181.4% |
| 03/2020 | -17.44% | -22.69% | 274.6 | 0.4 | 0.1 | -9.3 | 0.46% | 253.3% | 149.1% |
| 02/2020 | -7.01% | -6.36% | 342.5 | 1 | 0.5 | -4.4 | 0.46% | 358% | 208.6% |
| 01/2020 | 0.7% | 0.7% | 372.5 | 0.6 | 0.4 | -0.1 | 0.46% | 379.6% | 219.5% |
| 12/2019 | 1.68% | 21.17% | 370 | 1.5 | 0.9 | -2.5 | 0.49% | 369.4% | 206.7% |
| 11/2019 | 2.27% | 19.17% | 366 | 0.8 | 1.7 | -2 | 0.49% | 374.3% | 216.8% |
| 10/2019 | 2.14% | 16.52% | 360.8 | 0.5 | 0.2 | -2 | 0.49% | 364.7% | 209.5% |
| 09/2019 | 3.1% | 14.08% | 355.1 | 0.6 | 1.4 | 0.8 | 0.49% | 357.1% | 201.3% |
| 08/2019 | -1.88% | 10.65% | 344.6 | 0.4 | 0.5 | -4.1 | 0.49% | 344.2% | 193.2% |
| 07/2019 | 0.69% | 12.77% | 355.5 | 0.4 | 0.6 | 0.4 | 0.49% | 331.6% | 172.6% |
| 06/2019 | 3.45% | 12% | 353.1 | 1 | 2 | 2.1 | 0.49% | 332.2% | 169.5% |
| 05/2019 | -3.59% | 8.26% | 340.4 | 2 | 0.6 | 3 | 0.49% | 322.1% | 164.8% |
| 04/2019 | 3.53% | 12.3% | 348.6 | 2.3 | 2.2 | 3.7 | 0.49% | 336.7% | 174.4% |
| 03/2019 | 0.2% | 8.47% | 333.1 | 0.9 | 0.8 | 2.5 | 0.49% | 322.1% | 167.3% |
| 02/2019 | 1.96% | 8.25% | 329.9 | 2.1 | 0.5 | 0.3 | 0.49% | 317% | 161.2% |
| 01/2019 | 6.17% | 6.17% | 321.9 | 1 | 0.5 | -1.5 | 0.49% | 307.6% | 154.9% |
| 12/2018 | -7.73% | -5.86% | 304.3 | 1.7 | 0.6 | 2.4 | 0.53% | 298.8% | 152% |
| 11/2018 | 1.45% | 2.03% | 326.2 | 0.7 | 0.4 | 1.9 | 0.53% | 312.4% | 157.3% |
| 10/2018 | -5.02% | 0.57% | 319.6 | 2.7 | 0.3 | -1 | 0.53% | 312.3% | 155.7% |
| 09/2018 | 0.19% | 5.89% | 335.4 | 0.6 | 0.1 | 1.1 | 0.53% | 328% | 167.1% |
| 08/2018 | 2.94% | 5.69% | 333.3 | 1.4 | 0.3 | 0 | 0.53% | 327.4% | 169.1% |
| 07/2018 | 2.32% | 2.67% | 322.8 | 0.4 | 0.4 | 1.6 | 0.53% | 316.1% | 164.2% |
| 06/2018 | -0.92% | 0.34% | 314.1 | 0.9 | 0.7 | -1.1 | 0.53% | 318% | 165.3% |
| 05/2018 | 0.85% | 1.27% | 318.1 | 0.9 | 0.6 | 1.9 | 0.53% | 308.8% | 156.8% |
| 04/2018 | 1.71% | 0.42% | 313.3 | 0.5 | 0.2 | 0.3 | 0.53% | 317.5% | 169% |
| 03/2018 | -2.09% | -1.27% | 307.6 | 0.6 | 0.5 | -1.6 | 0.53% | 309% | 163.6% |
| 02/2018 | -2.62% | 0.84% | 315.8 | 0.7 | 0.7 | 3.2 | 0.53% | 316.1% | 171.4% |
| 01/2018 | 3.55% | 3.55% | 321.3 | 3.8 | 0.4 | 0.8 | 0.53% | 310.3% | 158% |
| 12/2017 | 1.98% | 13.66% | 306.3 | 2.5 | 0.7 | -1.3 | 0.56% | 305.2% | 158.7% |
| 11/2017 | 1.48% | 11.45% | 300 | 2 | 0.2 | 0.9 | 0.56% | 294.3% | 150.1% |
| 10/2017 | 1.67% | 9.82% | 293.1 | 0.6 | 0.3 | -1.2 | 0.56% | 289.8% | 150.9% |
| 09/2017 | 1.78% | 8.02% | 289.3 | 0.6 | 0.3 | -0.9 | 0.56% | 282% | 148.8% |
| 08/2017 | -1.28% | 6.13% | 285.1 | 0.9 | 0.5 | 0.4 | 0.56% | 285.1% | 151.2% |
| 07/2017 | 1.48% | 7.51% | 288 | 0.9 | 0.2 | -3 | 0.56% | 292.5% | 157% |
| 06/2017 | -0.78% | 5.94% | 286.3 | 0.5 | 0.6 | 2.5 | 0.56% | 285.7% | 152.5% |
| 05/2017 | 2.09% | 6.77% | 286.4 | 0.7 | 0.2 | -0.1 | 0.56% | 287.5% | 155.1% |
| 04/2017 | 1.59% | 4.59% | 280.4 | 0.7 | 1.1 | 0.6 | 0.56% | 276% | 150.1% |
| 03/2017 | 0.04% | 2.95% | 275.9 | 0.4 | 0.5 | -5.7 | 0.56% | 278.7% | 152.2% |
| 02/2017 | 1.9% | 2.91% | 281.7 | 0.7 | 0.6 | -3.5 | 0.56% | 279.9% | 157.1% |
| 01/2017 | 0.99% | 0.99% | 279.9 | 1.1 | 0.6 | -4.1 | 0.56% | 281.1% | 160.4% |
| 12/2016 | 1.79% | 4.21% | 268.8 | 2 | 0.5 | -7.7 | 0.6% | 273.7% | 157.2% |
| 11/2016 | 2.1% | 2.38% | 270.3 | 1 | 0.7 | -0.2 | 0.6% | 267.4% | 154.3% |
| 10/2016 | -0.43% | 0.28% | 264.8 | 1.1 | 0.2 | -8.9 | 0.6% | 271.2% | 155.6% |
| 09/2016 | -0.36% | 0.71% | 274 | 0.6 | 0.8 | -4.1 | 0.6% | 281.4% | 160.4% |
| 08/2016 | 0.99% | 1.07% | 279.5 | 0.6 | 0.4 | -5 | 0.6% | 275.8% | 154% |
| 07/2016 | 4.49% | 0.08% | 281.6 | 0.6 | 0.5 | -2.9 | 0.6% | 283% | 157.4% |
| 06/2016 | -2.2% | -4.22% | 272.4 | 1.2 | 0.3 | -4.8 | 0.6% | 270.8% | 148% |
| 05/2016 | 0.84% | -2.06% | 282.6 | 0.7 | 0.7 | -1.3 | 0.6% | 278.7% | 149.9% |
| 04/2016 | 1.54% | -2.88% | 281.6 | 0.4 | 0.3 | -1.8 | 0.6% | 280.1% | 153.8% |
| 03/2016 | 3.38% | -4.35% | 279.2 | 0.7 | 0.1 | -0.7 | 0.6% | 279.5% | 152% |
| 02/2016 | -2.6% | -7.48% | 270.3 | 0.5 | 0.2 | -1.5 | 0.6% | 264.3% | 143.9% |
| 01/2016 | -5.01% | -5.01% | 279 | 1.4 | 0.1 | -4.8 | 0.6% | 276.5% | 158.3% |
| 12/2015 | -2.91% | 2.54% | 280.4 | 1.6 | 0.3 | 5 | 0.67% | 274.8% | 167.8% |
| 11/2015 | 0.57% | 5.61% | 282.5 | 4.2 | 0 | 1.2 | 0.67% | 280% | 171.4% |
| 10/2015 | 6.2% | 5.01% | 275.7 | 2.3 | 0.1 | 0.6 | 0.67% | 274.1% | 169.9% |
| 09/2015 | -4.09% | -1.12% | 257.1 | 0.9 | 0.2 | -1.4 | 0.67% | 258% | 155.9% |
| 08/2015 | -5.69% | 3.1% | 268.8 | 0.6 | 0.5 | -4.8 | 0.67% | 270.9% | 163.5% |
| 07/2015 | 2.75% | 9.32% | 290.2 | 0.5 | 0.3 | 2 | 0.67% | 282.1% | 165.7% |
| 06/2015 | -2.09% | 6.4% | 280.4 | 4.1 | 0.3 | 3.1 | 0.67% | 276.9% | 155.9% |
| 05/2015 | 1.3% | 8.67% | 279.7 | 1.5 | 0.7 | 1.1 | 0.67% | 280.5% | 159.4% |
| 04/2015 | 1% | 7.27% | 274.4 | 0.3 | 0.6 | -9.9 | 0.67% | 272% | 154.1% |
| 03/2015 | 1.91% | 6.21% | 281.6 | 0.4 | 0.2 | 0.6 | 0.67% | 278.4% | 159.5% |
| 02/2015 | 4.88% | 4.22% | 275.6 | 0.3 | 0.1 | 5.1 | 0.67% | 269.8% | 158.4% |
| 01/2015 | -0.63% | -0.63% | 257.9 | 0.2 | 0.2 | 0.4 | 0.67% | 224.7% | 119.9% |
| 12/2014 | -2.29% | 5.55% | 259.3 | 1.6 | 0.6 | 1.9 | 0.72% | 226.3% | 118.3% |
| 11/2014 | 2.94% | 8.03% | 262.6 | 0.4 | 0.6 | 2.9 | 0.72% | 236.8% | 122% |
| 10/2014 | -1.72% | 4.94% | 252.5 | 0.4 | 0.2 | -0.2 | 0.72% | 225.8% | 114.6% |
| 09/2014 | 1.11% | 6.78% | 257 | 0.5 | 0.3 | 3.5 | 0.72% | 223.9% | 109.4% |
| 08/2014 | 2.24% | 5.61% | 250.7 | 0.4 | 0.4 | 4.7 | 0.72% | 215.1% | 103.6% |
| 07/2014 | -0.95% | 3.29% | 240.8 | 0.3 | 0.3 | 1.2 | 0.72% | 207% | 97.7% |
| 06/2014 | -0.13% | 4.28% | 239.1 | 0.4 | 0.8 | 4.9 | 0.72% | 205.9% | 97.5% |
| 05/2014 | 1.24% | 4.42% | 235.1 | 0.5 | 1.2 | 1.6 | 0.72% | 201.5% | 94.5% |
| 04/2014 | -0.46% | 3.14% | 231.5 | 0.1 | 0.1 | 0.1 | 0.72% | 198.7% | 92.1% |
| 03/2014 | 2.26% | 3.62% | 214 | 0.6 | 0.4 | 3.4 | 0.72% | 184.4% | 81.9% |
| 02/2014 | 3.47% | 1.33% | 206.1 | 0.3 | 0.2 | 1.1 | 0.72% | 180.7% | 78.4% |
| 01/2014 | -2.07% | -2.07% | 198.3 | 0.6 | 0.7 | 4.9 | 0.72% | 173.1% | 74.7% |
| 12/2013 | 0.7% | 20.1% | 198 | 0.9 | 0.4 | 4.2 | 0.99% | 171.6% | 74.5% |
| 11/2013 | 2.15% | 19.27% | 195.9 | 3.5 | 2.7 | -0 | 0.99% | 167.9% | 75.1% |
| 10/2013 | 2.6% | 16.76% | 188.7 | 0.1 | 1.9 | 4.3 | 0.99% | 164.6% | 73.1% |
| 09/2013 | 4.37% | 13.8% | 107.8 | 0.1 | 0.2 | 6.7 | 0.99% | 95% | 40.1% |
| 08/2013 | -0.8% | 9.03% | 96.8 | 0 | 0.1 | 1 | 0.99% | 88% | 38.9% |
| 07/2013 | 3.05% | 9.91% | 96.7 | 0.1 | 0.4 | 0.2 | 0.99% | 88.6% | 38.9% |
| 06/2013 | -2.97% | 6.66% | 94 | 0.3 | 0.2 | 0.2 | 0.99% | 85.5% | 35.9% |
| 05/2013 | 2.89% | 9.93% | 96.7 | 0.2 | 0.2 | -0.2 | 0.99% | 81% | 34.5% |
| 04/2013 | 0.54% | 6.84% | 94.4 | 0.2 | 0.1 | -1.5 | 0.99% | 79.3% | 32.5% |
| 03/2013 | 1.49% | 6.26% | 95.4 | 0.1 | 0.4 | 0.6 | 0.99% | 81.7% | 31.8% |
| 02/2013 | 2.35% | 4.7% | 93.7 | 0.2 | 0.3 | 1 | 0.99% | 81.3% | 31.3% |
| 01/2013 | 2.3% | 2.3% | 90.8 | 0.1 | 0.1 | -0.6 | 0.99% | 77.5% | 32.2% |
| 12/2012 | -0.6% | 14% | 89.4 | 0.5 | 0.5 | 0.3 | 0.96% | 80.4% | 30% |
| 11/2012 | 2.43% | 14.69% | 89.7 | 0.2 | 0.1 | -0.2 | 0.96% | 83.2% | 29.8% |
| 10/2012 | 3.4% | 11.97% | 87.7 | 0.2 | 0.4 | 0.8 | 0.96% | 76.3% | 28.3% |
| 09/2012 | 4.87% | 8.29% | 84.4 | 0.1 | 0.1 | -1.3 | 0.96% | 74.8% | 29.5% |
| 08/2012 | 1.4% | 3.26% | 81.8 | 0.2 | 0.3 | -2 | 0.96% | 74.8% | 31.6% |
| 07/2012 | 2.59% | 1.83% | 82.8 | 0.2 | 0.3 | -0.8 | 0.96% | 78.6% | 33.6% |
| 06/2012 | -0.67% | -0.74% | 81.8 | 0.2 | 0.2 | -1 | 0.96% | 75.6% | 31.6% |
| 05/2012 | -7.18% | -0.07% | 83.4 | 0.2 | 0.4 | -0.5 | 0.96% | 76.7% | 30.7% |
| 04/2012 | 1.99% | 7.66% | 90.6 | 0.1 | 0.4 | 0.3 | 0.96% | 83% | 31.8% |
| 03/2012 | 2.86% | 5.56% | 55.9 | -0.1 | 0.2 | 0.8 | 0.96% | 51.4% | 19.5% |
| 02/2012 | -0.7% | 2.63% | 54 | 0 | 0.2 | -0.1 | 0.96% | 49.4% | 19.1% |
| 01/2012 | 3.35% | 3.35% | 54.6 | 0.4 | 0.3 | 0.1 | 0.96% | 48.9% | 17.4% |
| 12/2011 | 0.5% | -15.67% | 52.7 | 0.3 | 0.4 | -0.3 | 1.06% | 47.6% | 17% |
| 11/2011 | -2.92% | -16.09% | 52.8 | 0.3 | 0.2 | -0.7 | 1.06% | 47.1% | 15.8% |
| 10/2011 | 6% | -13.57% | 55.2 | 0.1 | 0.1 | 0.2 | 1.06% | 47.8% | 14.4% |
| 09/2011 | -3.94% | -18.46% | 51.9 | 0.1 | 0.2 | -0.6 | 1.06% | 43.6% | 13.3% |
| 08/2011 | -7.83% | -15.12% | 54.7 | 0.1 | 0.1 | 0.9 | 1.06% | 47.1% | 13.3% |
| 07/2011 | -0.79% | -7.9% | 58.4 | 0.1 | 0.1 | 0.2 | 1.06% | 52.8% | 13.4% |
| 06/2011 | -3.01% | -7.17% | 58.7 | 0.1 | 0.1 | -0.1 | 1.06% | 53.7% | 13% |
| 05/2011 | -2.8% | -4.29% | 60.7 | 0.2 | 0 | -1 | 1.06% | 55.5% | 12.3% |
| 04/2011 | -0.72% | -1.53% | 63.4 | 0.1 | 0 | 2.1 | 1.06% | 55.4% | 11.5% |
| 03/2011 | 0.96% | -0.82% | 61.7 | 0.2 | 0.2 | 1.5 | 1.06% | 54.2% | 10.5% |
| 02/2011 | -0.87% | -1.76% | 59.7 | 0.2 | 0 | 1 | 1.06% | 53.1% | 9.3% |
| 01/2011 | -0.9% | -0.9% | 59.2 | 0.1 | 0.2 | 1.5 | 1.06% | 52.9% | 9.3% |
| 12/2010 | 6.05% | 18.42% | 58.3 | 0.4 | 0 | 2.1 | 1.1% | 51.9% | 8.7% |
| 11/2010 | -1.49% | 11.66% | 52.7 | 0.2 | 0 | 2.8 | 1.1% | 45.8% | 8.1% |
| 10/2010 | 4.54% | 13.35% | 50.6 | 0.1 | 0.1 | 3.7 | 1.1% | 45.5% | 8.2% |
| 09/2010 | 6.34% | 8.43% | 44.8 | 0.1 | 0 | 0.8 | 1.1% | 38.7% | 7.9% |
| 08/2010 | 0.06% | 1.96% | 41.4 | 0.1 | 0.1 | 1.9 | 1.1% | 35.3% | 6.7% |
| 07/2010 | 3.95% | 1.9% | 39.5 | 0.1 | 0 | -0.4 | 1.1% | 35.6% | 6.5% |
| 06/2010 | -0.27% | -1.97% | 38.3 | -0.1 | 0.3 | -0.9 | 1.1% | 34.5% | 6.2% |
| 05/2010 | -8.35% | -1.7% | 39.7 | 0.3 | 0.2 | -2.7 | 1.1% | 37% | 6.4% |
| 04/2010 | -3.35% | 7.25% | 46.2 | 0.1 | 0.2 | -0.2 | 1.1% | 40.2% | 6.9% |
| 03/2010 | 4.93% | 10.97% | 48.1 | 0.1 | 0 | 1.5 | 1.1% | 42.4% | 7% |
| 02/2010 | 4.07% | 5.76% | 44.3 | 0.1 | 0.1 | 0.6 | 1.1% | 40.5% | 6.7% |
| 01/2010 | 1.62% | 1.62% | 42 | 0.1 | 0 | -0.6 | 1.1% | 38.8% | 5.3% |
| 12/2009 | 3.94% | 120.22% | 41.8 | 0.5 | 0.4 | 0.5 | 1.16% | 37.1% | 5.1% |
| 11/2009 | 3.79% | 111.87% | 39.8 | 0.1 | 0.3 | 0.2 | 1.16% | 36.2% | 5% |
| 10/2009 | 5.31% | 104.13% | 38.4 | 0.1 | 0 | 0.6 | 1.16% | 35.3% | 4.8% |
| 09/2009 | 3.63% | 93.84% | 35.9 | 0.1 | 0.1 | -1.1 | 1.16% | 35.3% | 4.8% |
| 08/2009 | 2.46% | 87.05% | 35.8 | 0.3 | 0 | 3.4 | 1.16% | 29.5% | 3.9% |
| 07/2009 | 9.85% | 82.56% | 31.5 | 0.1 | 0 | 1.9 | 1.16% | 28.7% | 3.6% |
| 06/2009 | 5.83% | 66.19% | 26.8 | 0 | 0.1 | 0.1 | 1.16% | 24.3% | 3.5% |
| 05/2009 | 10.86% | 57.04% | 25.3 | 0.2 | 0 | 0.3 | 1.16% | 22.6% | 3.2% |
| 04/2009 | 13.76% | 41.65% | 22.4 | 0.2 | 0 | -0.9 | 1.16% | 20.5% | 3.2% |
| 03/2009 | 9.42% | 24.52% | 20.5 | 0.1 | 0 | 0.3 | 1.16% | 18.7% | 3% |
| 02/2009 | 0.93% | 13.8% | 18.4 | 0.1 | 0.2 | -0.3 | 1.16% | 17.7% | 2.8% |
| 01/2009 | 12.75% | 12.75% | 18.6 | 0.1 | 0.1 | 0.8 | 1.16% | 17.4% | 2.6% |
| 12/2008 | -7.28% | -53.65% | 15.8 | 0.2 | 0 | 0.1 | 1.13% | 14.5% | 2.3% |
| 11/2008 | -8.32% | -50.01% | 16.7 | 0.1 | 0 | 0.1 | 1.13% | 15.9% | 2.3% |
| 10/2008 | -19.79% | -45.47% | 18.1 | 0.2 | 0 | 0.2 | 1.13% | 16.6% | 2.2% |
| 09/2008 | -13.44% | -32.02% | 22 | 0.1 | 0 | 1.6 | 1.13% | 20.6% | 2.2% |
| 08/2008 | -3.12% | -21.46% | 23.5 | 0.2 | 0 | -0.7 | 1.13% | 21.5% | 2.7% |
| 07/2008 | -2.5% | -18.93% | 24.7 | 0.1 | 0 | -0.8 | 1.13% | 22.4% | 2.7% |
| 06/2008 | -7.71% | -16.86% | 26.1 | 0.2 | 0.1 | 0.6 | 1.13% | 23.1% | 2.7% |
| 05/2008 | 2.2% | -9.91% | 27.6 | 0.1 | 0.2 | 0.8 | 1.13% | 24.5% | 2.4% |
| 04/2008 | 4.05% | -11.85% | 26.4 | 0.1 | 0 | -0.5 | 1.13% | 23.7% | 1.8% |
| 03/2008 | -8.18% | -15.28% | 25.8 | 0.1 | 0.1 | -0.1 | 1.13% | 22.4% | 1.8% |
| 02/2008 | 1.47% | -7.73% | 28.2 | 0.2 | 0 | 1.4 | 1.13% | 23.7% | 1.9% |
| 01/2008 | -9.07% | -9.07% | 26.3 | 0.3 | 0.3 | 0.8 | 1.13% | 20.8% | 1.9% |
| 12/2007 | -1.07% | 20.26% | 28.1 | 0.8 | 0.2 | 3.5 | 0.31% | - | - |
| 11/2007 | -4.12% | 21.57% | 24.3 | 0.1 | 0 | 3.4 | 0.31% | - | - |
| 10/2007 | 5.49% | 26.79% | 21.7 | 0.2 | 0 | 2.2 | 0.31% | - | - |
| 09/2007 | 2.33% | 20.19% | 18.3 | 0 | 0 | 1.4 | 0.31% | - | - |
| 08/2007 | -3.29% | 17.45% | 16.5 | 0.2 | 0.1 | 1.6 | 0.31% | - | - |
| 07/2007 | -1.57% | 21.45% | 15.3 | 0.3 | 0 | 2.3 | 0.31% | - | - |
| 06/2007 | 0.21% | 23.39% | 13.1 | 0.1 | 0 | 1.3 | 0.31% | - | - |
| 05/2007 | 7.47% | 23.13% | 11.6 | 0.1 | 0 | 3.4 | 0.31% | - | - |
| 04/2007 | 5.7% | 14.57% | 7.4 | 0 | 0 | 0.7 | 0.31% | - | - |
| 03/2007 | 2.9% | 8.39% | 6.4 | 0 | 0 | -0 | 0.31% | - | - |
| 02/2007 | 0.56% | 5.34% | 6.2 | 0.7 | 0 | 0.5 | 0.31% | - | - |
| 01/2007 | 4.75% | 4.75% | 5 | 0 | 0 | 2.1 | 0.31% | - | - |
| 12/2006 | -1.25% | - | 2.8 | 0.3 | 0 | 1.5 | - | - | - |
| 11/2006 | 2.5% | - | 1 | 0 | 0 | 0.8 | - | - | - |
| 10/2006 | 5.48% | - | 0.2 | 0 | 0 | 0.2 | - | - | - |
| 09/2006 | - | - | 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 מניות?
ב-07/2026: -0.96% לחודש, 8.36% מתחילת השנה, 69.78% ל-3 שנים ו-77.23% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במיטב גמל מניות?
0.53% לשנה מהצבירה בממוצע ו-0.02% מההפקדות. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מיטב גמל 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.