מיטב השתלמות כללי: תשואה, דמי ניהול וסיכון
מיטב השתלמות כללי מנוהלת על ידי מיטב גמל ופנסיה בע"מ, בסיווג קרנות השתלמות, פעילה מ-2003; 274 חודשי דיווח מ-10/2003 עד 07/2026.
תשואה 07/2026
-0.46%
מתחילת השנה
5.12%
3 שנים מצטבר
39.97%
5 שנים מצטבר
47.34%
דמי ניהול מצבירה
0.6%
לשנה
נכסים
35,614
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: 35,614 מיליון ש"ח, מקום 1 מתוך 234 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 47.34%, מקום 46 מתוך 152 בקטגוריה; ל-3 שנים: 39.97% (מקום 46 מתוך 164).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,734 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 20,500 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.6% לשנה (מקום 159 מתוך 223 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-11,340 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -28.7% בין 10/2007 ל-12/2008.
- סטיית תקן: 5.83; מדד שארפ: 1.08 (מקום 24 מתוך 152); חשיפה למניות 17,016.4%, לחו"ל 17,161.3%, למט"ח 6,809.4%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 14.53% | 7.73% | 7.87% | -27.08% | 45.18% | 12.43% | -2.72% | 10.57% | 10.2% | 5.91% | 1.58% | 3.22% | 7.2% | -1.06% | 11.55% | 6.15% | 15.39% | -7.94% | 10.3% | 13.48% | 15.19% |
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) | 35,614 | 1 / 234 |
| דמי ניהול מצבירה (נמוך = 1) | 0.6% | 159 / 223 |
| תשואה מתחילת השנה | 5.12% | 89 / 231 |
| תשואה 3 שנים | 39.97% | 46 / 164 |
| תשואה 5 שנים | 47.34% | 46 / 152 |
| מדד שארפ | 1.08 | 24 / 152 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- קרן השתלמות מורים וגננות המסלול הרגיל - מסלול כללי 30,417 מ' ש"ח
- מור קרן השתלמות לשכירים ולעצמאים - כללי 27,508 מ' ש"ח
- אלטשולר שחם השתלמות כללי 26,819 מ' ש"ח
- הפניקס השתלמות כללי 24,322 מ' ש"ח
- כלל השתלמות כללי 23,389 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.46% | 5.12% | 35,614.1 | 153.6 | 90.1 | 192.2 | 0.6% | 17,016.4% | 17,161.3% |
| 06/2026 | -0.47% | 5.61% | 35,542.2 | 140.9 | 93.1 | 365 | 0.6% | 16,869.8% | 16,641.9% |
| 05/2026 | 1.81% | 6.1% | 35,311.3 | 148.1 | 86 | 400.3 | 0.6% | 16,651.3% | 15,707.6% |
| 04/2026 | 3.92% | 4.22% | 34,244.7 | 130.1 | 62.8 | 418.8 | 0.6% | 15,913.3% | 15,770.3% |
| 03/2026 | -2.44% | 0.29% | 32,498.9 | 145.5 | 85.5 | 437.4 | 0.6% | 14,847.1% | 15,210.1% |
| 02/2026 | 0.73% | 2.79% | 32,825.1 | 137.5 | 110.7 | 418.7 | 0.6% | 15,074% | 15,431.1% |
| 01/2026 | 2.05% | 2.05% | 32,162.3 | 126.5 | 73.1 | 279.2 | 0.6% | 14,830% | 14,228.8% |
| 12/2025 | 1.2% | 15.19% | 31,207.3 | 222.2 | 82.7 | 183.9 | 0.58% | 14,380.9% | 14,158.5% |
| 11/2025 | 1.09% | 13.82% | 30,531.1 | 144.6 | 82.4 | 109.8 | 0.58% | 14,035.9% | 13,926.6% |
| 10/2025 | 1.42% | 12.6% | 30,047.1 | 125.6 | 66.6 | 46.4 | 0.58% | 13,614.9% | 13,860.7% |
| 09/2025 | 1.97% | 11.02% | 29,536.7 | 138.4 | 83.1 | 45.1 | 0.58% | 13,309.3% | 14,048.9% |
| 08/2025 | 1.19% | 8.87% | 28,881.2 | 127.4 | 75.6 | 55.4 | 0.58% | 12,828.6% | 13,824.9% |
| 07/2025 | 1.22% | 7.59% | 28,447.8 | 143.2 | 86.4 | 59.7 | 0.58% | 12,702.9% | 13,550.7% |
| 06/2025 | 3.04% | 6.3% | 28,002.2 | 139 | 84.3 | 34.9 | 0.58% | 12,539.1% | 13,441.2% |
| 05/2025 | 2.19% | 3.16% | 27,101.6 | 123.2 | 89.5 | 21 | 0.58% | 11,926.9% | 13,424.6% |
| 04/2025 | 0.6% | 0.95% | 26,480 | 129.4 | 79.5 | 3.3 | 0.58% | 11,474.2% | 13,039.1% |
| 03/2025 | -0.88% | 0.35% | 26,279.7 | 134.1 | 95.9 | 68.6 | 0.58% | 11,391.9% | 13,210.8% |
| 02/2025 | -0.05% | 1.24% | 26,418.7 | 139.5 | 102.7 | -12.8 | 0.58% | 11,492.7% | 12,728.9% |
| 01/2025 | 1.29% | 1.29% | 26,420.6 | 124.8 | 71.4 | -31.3 | 0.58% | 11,612.1% | 13,240.6% |
| 12/2024 | 0.82% | 13.48% | 26,075.6 | 206.3 | 118.7 | -200.6 | 0.57% | 11,654.5% | 13,009.2% |
| 11/2024 | 2.26% | 12.56% | 25,987.6 | 135.6 | 100.8 | -129.6 | 0.57% | 11,702.8% | 13,225.7% |
| 10/2024 | 0.19% | 10.07% | 25,518.8 | 128.2 | 112.2 | -140.9 | 0.57% | 11,318.1% | 12,942.3% |
| 09/2024 | 1.79% | 9.86% | 25,606 | 132.8 | 107.5 | -171.8 | 0.57% | 11,430.4% | 12,557.4% |
| 08/2024 | 1.1% | 7.93% | 25,314.4 | 129.5 | 83.7 | -140.9 | 0.57% | 11,155.2% | 12,405.8% |
| 07/2024 | 1.38% | 6.75% | 25,145.5 | 143.7 | 101.1 | -171.1 | 0.57% | 11,166.7% | 12,971% |
| 06/2024 | 1.15% | 5.3% | 16,026.5 | 93.4 | 65 | -74 | 0.57% | 7,149.6% | 8,183.3% |
| 05/2024 | 1.33% | 4.1% | 15,897.1 | 90.7 | 52.1 | 38.9 | 0.57% | 7,079.8% | 8,241.2% |
| 04/2024 | -1.51% | 2.74% | 15,619.7 | 92.2 | 42.9 | 37.9 | 0.57% | 6,780.1% | 8,012.3% |
| 03/2024 | 2.13% | 4.31% | 15,778.8 | 98.7 | 51.2 | 86.7 | 0.57% | 6,884.6% | 8,079.8% |
| 02/2024 | 1.78% | 2.14% | 15,324.9 | 96.7 | 62.9 | 97.8 | 0.57% | 6,467.9% | 7,517.5% |
| 01/2024 | 0.35% | 0.35% | 14,933.8 | 92.1 | 66 | 142.4 | 0.57% | 6,105.2% | 7,315.6% |
| 12/2023 | 2.35% | 10.3% | 14,721 | 153.5 | 58.4 | 91.4 | 0.56% | 6,191.4% | 7,400% |
| 11/2023 | 3.44% | 7.76% | 14,206.8 | 96.8 | 48.9 | 88.4 | 0.56% | 5,692% | 7,159.6% |
| 10/2023 | -2.27% | 4.18% | 13,607.3 | 85 | 52.9 | 88.1 | 0.56% | 5,412.1% | 7,231.7% |
| 09/2023 | -1.29% | 6.6% | 13,809 | 90.5 | 50.8 | 76.9 | 0.56% | 5,447.4% | 6,902.4% |
| 08/2023 | -0.26% | 7.99% | 13,879.1 | 90.1 | 70.5 | 104.9 | 0.56% | 5,686.1% | 7,098.4% |
| 07/2023 | 2.46% | 8.28% | 13,797.1 | 95.5 | 64.2 | 83.5 | 0.56% | 5,822.3% | 6,969.9% |
| 06/2023 | 1.63% | 5.68% | 13,358.9 | 80.1 | 71.2 | 71 | 0.56% | 5,518.8% | 6,527.8% |
| 05/2023 | 1% | 3.98% | 13,072.2 | 81 | 75.7 | 39.9 | 0.56% | 5,331.1% | 5,600.1% |
| 04/2023 | 1.59% | 2.95% | 12,903.4 | 81 | 58.5 | 9.3 | 0.56% | 5,193.1% | 5,460.5% |
| 03/2023 | 0.28% | 1.34% | 12,671.8 | 79.3 | 115.2 | -13.5 | 0.56% | 5,040.2% | 5,371% |
| 02/2023 | -1.35% | 1.06% | 12,696.6 | 84.3 | 79.5 | 30.7 | 0.56% | 5,176.4% | 5,554.3% |
| 01/2023 | 2.44% | 2.44% | 12,840.3 | 86.6 | 75.8 | 43.6 | 0.56% | 5,277.8% | 5,314.7% |
| 12/2022 | -1.83% | -7.94% | 12,487.3 | 142.7 | 62 | 71 | 0.58% | 4,995.5% | 5,000.1% |
| 11/2022 | 1.31% | -6.22% | 12,572.3 | 87.6 | 64.5 | 68.1 | 0.58% | 5,072.7% | 4,834% |
| 10/2022 | 2.07% | -7.43% | 12,324.6 | 75.2 | 48.9 | 42.4 | 0.58% | 5,002.5% | 4,636.6% |
| 09/2022 | -3.82% | -9.31% | 12,011.6 | 74.6 | 47.6 | 58.9 | 0.58% | 4,883.4% | 4,387.7% |
| 08/2022 | -0.99% | -5.71% | 12,407.1 | 82.9 | 49.8 | 105.1 | 0.58% | 5,290.4% | 4,482.2% |
| 07/2022 | 3.15% | -4.77% | 12,398.5 | 80.6 | 54.9 | 156.6 | 0.58% | 5,298.3% | 4,637.3% |
| 06/2022 | -2.15% | -7.67% | 11,846.5 | 74.3 | 64.6 | 221.4 | 0.58% | 5,112.2% | 4,616.4% |
| 05/2022 | -2.66% | -5.65% | 11,877.3 | 75.8 | 55.2 | 208.4 | 0.58% | 5,215.1% | 4,622% |
| 04/2022 | -1.39% | -3.07% | 11,971.1 | 69.9 | 38.8 | 202.5 | 0.58% | 5,449.4% | 4,530.6% |
| 03/2022 | 0.86% | -1.7% | 11,909.7 | 77 | 48.2 | 277.9 | 0.58% | 5,475.9% | 4,585.1% |
| 02/2022 | -0.51% | -2.54% | 11,505.7 | 80.6 | 41.2 | 296 | 0.58% | 5,158.8% | 4,244.5% |
| 01/2022 | -2.04% | -2.04% | 11,233.3 | 85.3 | 32 | 316.2 | 0.58% | 4,995.5% | 4,128.4% |
| 12/2021 | 1.57% | 15.39% | 11,098.9 | 137.5 | 30.3 | 265.6 | 0.62% | 5,099.4% | 4,220.3% |
| 11/2021 | 0.23% | 13.6% | 10,562 | 68.8 | 33.9 | 263.9 | 0.62% | 4,795.6% | 4,099.9% |
| 10/2021 | 2.57% | 13.34% | 10,245.3 | 64.9 | 32.5 | 152.9 | 0.62% | 4,650.1% | 3,975.5% |
| 09/2021 | -0.53% | 10.5% | 9,811.8 | 65.9 | 21.4 | 97.9 | 0.62% | 4,387.2% | 3,814.4% |
| 08/2021 | 1.67% | 11.09% | 9,726 | 61.7 | 35.4 | 150.7 | 0.62% | 4,316.1% | 3,777.2% |
| 07/2021 | 0.55% | 9.27% | 9,394.8 | 65.8 | 24.4 | 79.8 | 0.62% | 4,231.1% | 3,737.4% |
| 06/2021 | 0.89% | 8.67% | 9,227.6 | 64.4 | 32.6 | 60.5 | 0.62% | 4,234.5% | 3,857% |
| 05/2021 | 1.28% | 7.71% | 9,059 | 53.5 | 33 | 38.6 | 0.62% | 4,083.1% | 3,663.6% |
| 04/2021 | 2.25% | 6.35% | 8,890.4 | 82.2 | 32.7 | 6.9 | 0.62% | 4,079.3% | 3,984.1% |
| 03/2021 | 2.03% | 4.01% | 8,643.8 | 87.6 | 38.7 | 19.7 | 0.62% | 3,867.5% | 3,796.9% |
| 02/2021 | 1% | 1.94% | 8,408.3 | 54.1 | 50.2 | -10.9 | 0.62% | 3,662.4% | 3,575.4% |
| 01/2021 | 0.93% | 0.93% | 8,336.3 | 53.2 | 40.1 | -36.1 | 0.62% | 3,550.5% | 3,810.9% |
| 12/2020 | 2.15% | 6.15% | 8,285.9 | 104.5 | 46.9 | -58 | 0.63% | 3,347.9% | 3,615.7% |
| 11/2020 | 4.5% | 3.91% | 8,115.8 | 54 | 40.9 | -56.9 | 0.63% | 3,263.3% | 3,641.8% |
| 10/2020 | 0.47% | -0.56% | 7,812.3 | 55.2 | 35.4 | -61 | 0.63% | 2,818.3% | 3,485.8% |
| 09/2020 | -1.36% | -1.03% | 7,820.8 | 54 | 39.7 | -63 | 0.63% | 2,957.2% | 3,566.9% |
| 08/2020 | 2.96% | 0.34% | 7,981.9 | 59.3 | 47.1 | -96.5 | 0.63% | 3,002.4% | 3,583.5% |
| 07/2020 | 2.57% | -2.55% | 7,839.3 | 54.3 | 46.7 | -90.1 | 0.63% | 2,945.8% | 3,562.4% |
| 06/2020 | -0.57% | -4.99% | 7,727.5 | 54.2 | 38.7 | -64 | 0.63% | 2,819.2% | 3,302.6% |
| 05/2020 | 1.49% | -4.44% | 7,824.8 | 51.9 | 26.6 | -36.3 | 0.63% | 2,873.9% | 3,313% |
| 04/2020 | 5.1% | -5.85% | 7,724.4 | 57.7 | 18.5 | -48.5 | 0.63% | 2,845.6% | 3,144.7% |
| 03/2020 | -8.65% | -10.42% | 7,362.1 | 58.7 | 70.9 | -205.9 | 0.63% | 2,705.1% | 2,916.7% |
| 02/2020 | -2.45% | -1.93% | 8,310.4 | 66.9 | 44 | -100.2 | 0.63% | 3,137.5% | 3,285.7% |
| 01/2020 | 0.53% | 0.53% | 8,599.1 | 56.8 | 27.4 | -83.8 | 0.63% | 3,276% | 3,315.1% |
| 12/2019 | 0.93% | 11.55% | 8,611.7 | 124.2 | 35.1 | -84.9 | 0.66% | 3,243.9% | 3,142.2% |
| 11/2019 | 0.9% | 10.52% | 8,532.8 | 54.7 | 26.6 | -46.5 | 0.66% | 3,239.4% | 3,204.9% |
| 10/2019 | 1.12% | 9.54% | 8,479.4 | 65.9 | 24.9 | -42.7 | 0.66% | 3,196.9% | 3,109.3% |
| 09/2019 | 1.31% | 8.32% | 8,391.1 | 62.6 | 28.7 | -48.5 | 0.66% | 3,084.2% | 3,003.5% |
| 08/2019 | -0.29% | 6.92% | 8,301.8 | 52.6 | 25.9 | -57 | 0.66% | 3,016.6% | 2,946.2% |
| 07/2019 | 0.58% | 7.23% | 8,361.3 | 66.4 | 37 | -63.1 | 0.66% | 2,930.4% | 2,768.6% |
| 06/2019 | 1.72% | 6.61% | 8,350.8 | 68.1 | 35.5 | -42.2 | 0.66% | 2,935.2% | 2,633.8% |
| 05/2019 | -1.11% | 4.81% | 8,223.2 | 48.4 | 34.4 | -30.2 | 0.66% | 2,879.9% | 2,664.9% |
| 04/2019 | 1.61% | 5.99% | 8,336.2 | 62.6 | 30.2 | -31.2 | 0.66% | 3,169.2% | 2,831.1% |
| 03/2019 | 0.51% | 4.31% | 8,207.1 | 58.6 | 32.8 | -0.5 | 0.66% | 2,924.4% | 2,640% |
| 02/2019 | 1.11% | 3.78% | 8,144.7 | 60 | 34.5 | 0.4 | 0.66% | 2,915.7% | 2,699.2% |
| 01/2019 | 2.64% | 2.64% | 8,033.4 | 58.6 | 38.5 | 4.1 | 0.66% | 2,755.2% | 2,605.3% |
| 12/2018 | -2.98% | -1.06% | 7,807.1 | 126.2 | 33.3 | -23 | 0.69% | 2,733.7% | 2,574.7% |
| 11/2018 | 0.54% | 1.98% | 7,980.7 | 54.8 | 24.5 | -16.4 | 0.69% | 2,813.3% | 2,386.3% |
| 10/2018 | -1.78% | 1.44% | 7,928.5 | 60.2 | 34.9 | -26.6 | 0.69% | 2,719.2% | 2,127% |
| 09/2018 | 0.07% | 3.27% | 8,078.1 | 67.3 | 21.3 | -12.6 | 0.69% | 3,013.2% | 2,280.3% |
| 08/2018 | 1.19% | 3.2% | 8,042.4 | 50.9 | 23.1 | -18.3 | 0.69% | 3,037% | 2,268.4% |
| 07/2018 | 1.14% | 1.99% | 7,942.4 | 71.5 | 33.9 | -19.4 | 0.69% | 2,959% | 2,120.6% |
| 06/2018 | -0.14% | 0.84% | 7,838.6 | 50 | 24.5 | -12.7 | 0.69% | 2,963.1% | 2,150% |
| 05/2018 | 0.17% | 0.98% | 7,840.6 | 59.2 | 31.9 | -23.6 | 0.69% | 2,940% | 2,180.2% |
| 04/2018 | 0.85% | 0.81% | 7,828 | 65 | 32 | -25.7 | 0.69% | 3,001.4% | 2,246.6% |
| 03/2018 | -0.67% | -0.04% | 7,759 | 52.3 | 29.3 | -38.7 | 0.69% | 2,935.4% | 2,212.6% |
| 02/2018 | -1.02% | 0.63% | 7,831.2 | 54.8 | 31.5 | -53.4 | 0.69% | 3,026.5% | 2,307.2% |
| 01/2018 | 1.67% | 1.67% | 7,948 | 58.5 | 37.9 | -56 | 0.69% | 2,955.6% | 1,949.6% |
| 12/2017 | 0.96% | 7.2% | 7,856.7 | 121.3 | 30.1 | -50.7 | 0.72% | 2,997.2% | 2,040.9% |
| 11/2017 | 0.8% | 6.18% | 7,746.3 | 65.2 | 31.5 | -43.9 | 0.72% | 2,848.4% | 2,108.6% |
| 10/2017 | 0.84% | 5.34% | 7,699.6 | 55.4 | 32 | -40.1 | 0.72% | 2,818.8% | 2,123.6% |
| 09/2017 | 0.53% | 4.46% | 7,656.5 | 61.8 | 18.2 | -24.9 | 0.72% | 2,801.5% | 2,132.9% |
| 08/2017 | -0.1% | 3.91% | 7,602 | 45.9 | 30.3 | -45.9 | 0.72% | 2,728.8% | 2,135.5% |
| 07/2017 | 1.22% | 4.02% | 7,644.3 | 65.6 | 36.7 | -54.7 | 0.72% | 2,808.7% | 2,155.7% |
| 06/2017 | -0.55% | 2.76% | 7,582 | 72.6 | 30.1 | -49.5 | 0.72% | 2,750.5% | 2,081.4% |
| 05/2017 | 1.08% | 3.33% | 7,636.1 | 52.6 | 29.6 | -42.8 | 0.72% | 2,825.4% | 2,165.6% |
| 04/2017 | 1.02% | 2.23% | 7,578.2 | 67.7 | 28.7 | -54.5 | 0.72% | 2,833.9% | 2,214.9% |
| 03/2017 | 0.13% | 1.19% | 7,521.4 | 48.1 | 37.1 | -71.3 | 0.72% | 2,856.4% | 2,267.1% |
| 02/2017 | 0.57% | 1.06% | 7,576.5 | 64.2 | 27.7 | -90.1 | 0.72% | 2,857.3% | 2,265.7% |
| 01/2017 | 0.49% | 0.49% | 7,590.8 | 66.4 | 34.2 | -119.7 | 0.72% | 2,858.6% | 2,418.6% |
| 12/2016 | 0.89% | 3.22% | 6,190.6 | 105 | 20.2 | -85.3 | 0.76% | 2,365.2% | 2,104.5% |
| 11/2016 | 0.46% | 2.31% | 6,140.1 | 40.9 | 23.1 | -64.4 | 0.76% | 2,288.5% | 1,960.5% |
| 10/2016 | 0.12% | 1.84% | 6,161.7 | 54.1 | 17.9 | -38 | 0.76% | 2,253.7% | 1,860.1% |
| 09/2016 | -0.44% | 1.72% | 6,159.4 | 46.4 | 19.3 | -50.9 | 0.76% | 2,242% | 1,856.4% |
| 08/2016 | 0.35% | 2.17% | 6,214.3 | 49.3 | 24.4 | -40.5 | 0.76% | 2,236.8% | 1,835.3% |
| 07/2016 | 2.03% | 1.81% | 6,211.9 | 44.6 | 24.1 | -26.1 | 0.76% | 2,294% | 1,858.9% |
| 06/2016 | -0.53% | -0.22% | 6,097.1 | 52.2 | 42.7 | -20.5 | 0.76% | 2,161.3% | 1,874.9% |
| 05/2016 | 0.5% | 0.32% | 6,144.8 | 35.3 | 29.3 | -19.9 | 0.76% | 2,185.8% | 1,810.8% |
| 04/2016 | 0.9% | -0.18% | 6,131.8 | 37.8 | 19.6 | -19.6 | 0.76% | 2,159.1% | 1,774.7% |
| 03/2016 | 1.1% | -1.07% | 6,081.9 | 49.2 | 24.5 | -10.5 | 0.76% | 2,158.7% | 1,764.9% |
| 02/2016 | -0.69% | -2.15% | 6,005.2 | 79.8 | 10.8 | -17.3 | 0.76% | 2,081.9% | 1,709.5% |
| 01/2016 | -1.47% | -1.47% | 5,997.7 | 47.8 | 23.4 | -10.2 | 0.76% | 2,151.4% | 1,813.4% |
| 12/2015 | -0.98% | 1.58% | 5,537.2 | 88.6 | 17.3 | 14.4 | 0.85% | 2,049.2% | 1,666.6% |
| 11/2015 | -0.16% | 2.59% | 5,510.4 | 46.5 | 15.7 | 18.9 | 0.85% | 2,209.6% | 1,781.6% |
| 10/2015 | 2.65% | 2.75% | 5,473.6 | 42.8 | 16.1 | 9.4 | 0.85% | 2,219.5% | 1,741.6% |
| 09/2015 | -1.9% | 0.1% | 5,304.2 | 43 | 10.3 | 10.5 | 0.85% | 1,987.7% | 1,579.7% |
| 08/2015 | -1.99% | 2.04% | 5,367.2 | 40.2 | 19.3 | 35.1 | 0.85% | 2,041.3% | 1,642.1% |
| 07/2015 | 1.34% | 4.11% | 5,422.7 | 35.4 | 16.1 | 10.9 | 0.85% | 2,196.9% | 1,730.1% |
| 06/2015 | -1.97% | 2.73% | 5,324.2 | 36.8 | 20.1 | 25 | 0.85% | 2,120.3% | 1,673.4% |
| 05/2015 | 0.54% | 4.8% | 5,392.8 | 40.3 | 15.6 | 25.3 | 0.85% | 2,161.7% | 1,659.1% |
| 04/2015 | 0.47% | 4.23% | 5,317.1 | 34.1 | 12.9 | 11.3 | 0.85% | 2,087.8% | 1,605.6% |
| 03/2015 | 0.77% | 3.75% | 5,263.7 | 50 | 16 | 26.5 | 0.85% | 2,036.4% | 1,585% |
| 02/2015 | 2.42% | 2.95% | 5,166.6 | 39.9 | 22.8 | 34.8 | 0.85% | 1,936.8% | 1,508.5% |
| 01/2015 | 0.52% | 0.52% | 4,996.4 | 35.4 | 14.1 | 42.3 | 0.85% | 1,660.4% | 1,285.5% |
| 12/2014 | -1.45% | 5.91% | 4,910.7 | 83.8 | 20.1 | 29 | 0.91% | 1,616.2% | 1,243.9% |
| 11/2014 | 1.47% | 7.47% | 4,892.6 | 41.1 | 16.4 | 31.4 | 0.91% | 1,646.5% | 1,264.2% |
| 10/2014 | -0.06% | 5.91% | 4,769.6 | 39.6 | 10.9 | 18.6 | 0.91% | 1,583.1% | 1,167.7% |
| 09/2014 | 0.6% | 5.97% | 4,726.5 | 35.9 | 13.6 | 40.8 | 0.91% | 1,517.9% | 1,071.2% |
| 08/2014 | 1.88% | 5.34% | 4,638.7 | 39.7 | 14.4 | 48.9 | 0.91% | 1,496.3% | 1,053.7% |
| 07/2014 | -0.3% | 3.4% | 4,482.3 | 43.2 | 11.8 | 64.4 | 0.91% | 1,416.7% | 950.8% |
| 06/2014 | -0.12% | 3.71% | 2,621.8 | 23.8 | 11.1 | 92.6 | 0.91% | 827.5% | 543.9% |
| 05/2014 | 1.08% | 3.83% | 2,521.7 | 21.6 | 11.9 | 66.8 | 0.91% | 799.1% | 506.1% |
| 04/2014 | 0.14% | 2.72% | 2,420.4 | 18.6 | 5.9 | 52.5 | 0.91% | 784.2% | 493.5% |
| 03/2014 | 1.15% | 2.58% | 2,353.6 | 18.8 | 15.3 | 68.3 | 0.91% | 730.5% | 434% |
| 02/2014 | 1.79% | 1.41% | 2,261.9 | 17.7 | 12.2 | 73.8 | 0.91% | 708.1% | 411.9% |
| 01/2014 | -0.37% | -0.37% | 2,151.4 | 18.5 | 10.7 | 41 | 0.91% | 672.3% | 385.7% |
| 12/2013 | -0.02% | 10.2% | 2,161.8 | 56.5 | 19.2 | 102.2 | 1.08% | 670.1% | 398.8% |
| 11/2013 | 1.36% | 10.22% | 2,055 | 19.3 | 16 | 109.6 | 1.08% | 623.4% | 377% |
| 10/2013 | 1.38% | 8.75% | 1,844 | 7.8 | 35.3 | 51.6 | 1.08% | 577.7% | 342.3% |
| 09/2013 | 2.22% | 7.27% | 1,394.7 | 11.2 | 6.3 | 4.6 | 1.08% | 442.3% | 265.4% |
| 08/2013 | -0.44% | 4.94% | 1,356.7 | 11.3 | 9 | 9.1 | 1.08% | 425.3% | 257% |
| 07/2013 | 1.63% | 5.4% | 1,352.5 | 15.3 | 11.2 | 9.6 | 1.08% | 423.1% | 252.3% |
| 06/2013 | -1.34% | 3.71% | 1,318.4 | 13.2 | 9.7 | 4.2 | 1.08% | 410.5% | 239.9% |
| 05/2013 | 1.45% | 5.12% | 1,329.6 | 9.6 | 11.5 | 3.5 | 1.08% | 383.3% | 213.2% |
| 04/2013 | 0.92% | 3.62% | 1,310.2 | 14.3 | 12.9 | -3.5 | 1.08% | 376.5% | 205.6% |
| 03/2013 | 0.31% | 2.67% | 1,301.4 | 11.2 | 11.3 | -0.1 | 1.08% | 377.1% | 198.5% |
| 02/2013 | 1.16% | 2.35% | 1,298.7 | 12.7 | 12.5 | -8.8 | 1.08% | 379.5% | 197.1% |
| 01/2013 | 1.18% | 1.18% | 1,293.4 | 11.2 | 12.6 | -5 | 1.08% | 363.8% | 198.6% |
| 12/2012 | 0.21% | 10.57% | 1,285.8 | 25.8 | 9.8 | -3.4 | 1.07% | 378.3% | 188.6% |
| 11/2012 | 1.22% | 10.34% | 1,271.7 | 11 | 9.7 | -3.2 | 1.07% | 366.9% | 178.4% |
| 10/2012 | 2.3% | 9.01% | 1,259.4 | 13.2 | 9.5 | -7.1 | 1.07% | 363.2% | 180.5% |
| 09/2012 | 2.3% | 6.56% | 1,235.5 | 11.6 | 8.7 | -8.2 | 1.07% | 365.2% | 191% |
| 08/2012 | 0.31% | 4.17% | 1,214.2 | 13.1 | 12.2 | -11 | 1.07% | 351.4% | 186.4% |
| 07/2012 | 2.17% | 3.84% | 1,221.6 | 16 | 11.1 | -8.5 | 1.07% | 369.5% | 201.8% |
| 06/2012 | -0.49% | 1.64% | 1,200.2 | 11.3 | 10.4 | -6.1 | 1.07% | 359.1% | 193.3% |
| 05/2012 | -2.6% | 2.14% | 1,212.4 | 14.1 | 13.4 | -6.4 | 1.07% | 365.1% | 188.9% |
| 04/2012 | 1.29% | 4.87% | 1,251.9 | 11.1 | 8.3 | 0.9 | 1.07% | 393.5% | 187% |
| 03/2012 | 1.25% | 3.53% | 729.5 | 6.9 | 6 | 0.7 | 1.07% | 231.4% | 109.3% |
| 02/2012 | 0.09% | 2.25% | 719.5 | 7.7 | 4.2 | -1.2 | 1.07% | 221.1% | 102.2% |
| 01/2012 | 2.16% | 2.16% | 717 | 6.8 | 6.1 | -3.8 | 1.07% | 217.3% | 96% |
| 12/2011 | 0.53% | -2.72% | 705.6 | 15.2 | 5.1 | -1.6 | 1.16% | 204.4% | 93.9% |
| 11/2011 | -1.51% | -3.23% | 694.1 | 7.7 | 5.1 | -2.8 | 1.16% | 201.3% | 94.6% |
| 10/2011 | 2.84% | -1.75% | 705.6 | 7.8 | 3.8 | -2.5 | 1.16% | 201.8% | 91.1% |
| 09/2011 | -1.51% | -4.46% | 685.2 | 6.3 | 5.2 | -2.7 | 1.16% | 191.8% | 87.4% |
| 08/2011 | -2.39% | -3% | 698 | 7.9 | 5.9 | -4.8 | 1.16% | 203.4% | 88.5% |
| 07/2011 | 0.04% | -0.62% | 718.6 | 8 | 4 | -0.3 | 1.16% | 219.5% | 83.6% |
| 06/2011 | -1.23% | -0.66% | 715.3 | 7 | 5.5 | -2.6 | 1.16% | 218.4% | 81.1% |
| 05/2011 | -0.35% | 0.58% | 726 | 9.7 | 6 | -0.4 | 1.16% | 223.1% | 81.1% |
| 04/2011 | -0.24% | 0.93% | 725.9 | 5.4 | 1.9 | 0.8 | 1.16% | 225.2% | 79.5% |
| 03/2011 | 0.18% | 1.17% | 724 | 7.8 | 5.5 | -1.4 | 1.16% | 232.2% | 79.4% |
| 02/2011 | 0.21% | 0.99% | 722.4 | 6.3 | 3.6 | 2.1 | 1.16% | 228.5% | 82.4% |
| 01/2011 | 0.78% | 0.78% | 716.8 | 5.2 | 5.8 | -2.2 | 1.16% | 223% | 79.8% |
| 12/2010 | 1.54% | 12.43% | 714.6 | 16.7 | 3.5 | -0.1 | 1.23% | 221.4% | 70.8% |
| 11/2010 | -0.51% | 10.72% | 691.5 | 7.3 | 3.9 | 1.2 | 1.23% | 207.5% | 67.3% |
| 10/2010 | 2.67% | 11.29% | 690.9 | 8.5 | 3.5 | -2.8 | 1.23% | 214.9% | 67.2% |
| 09/2010 | 1.94% | 8.39% | 671.4 | 4.8 | 2.7 | 0.4 | 1.23% | 196.7% | 58.4% |
| 08/2010 | 0.93% | 6.33% | 656.7 | 8 | 3.2 | -3.3 | 1.23% | 185.4% | 54.2% |
| 07/2010 | 2.03% | 5.35% | 649.7 | 7 | 5 | -4.1 | 1.23% | 185.9% | 52.4% |
| 06/2010 | 0.74% | 3.26% | 639.5 | 6.5 | 4.5 | -0.9 | 1.23% | 171.3% | 48.7% |
| 05/2010 | -1.81% | 2.5% | 634.2 | 7.8 | 4.7 | -6.2 | 1.23% | 169.7% | 47.5% |
| 04/2010 | -0.78% | 4.39% | 649.7 | 5.6 | 2.2 | 0.8 | 1.23% | 166.3% | 45.1% |
| 03/2010 | 1.56% | 5.21% | 651.3 | 7.5 | 3.2 | -1.4 | 1.23% | 170.8% | 44.7% |
| 02/2010 | 1.66% | 3.59% | 639.1 | 5.6 | 3.6 | -2.6 | 1.23% | 166.2% | 44.5% |
| 01/2010 | 1.9% | 1.9% | 629.9 | 5.9 | 3.6 | 1 | 1.23% | 156.4% | 42.7% |
| 12/2009 | 0.23% | 45.18% | 615.6 | 14.8 | 4.1 | -2.2 | 1.29% | 146.5% | 36.1% |
| 11/2009 | 2.17% | 44.85% | 606.3 | 7.7 | 3.7 | -4.4 | 1.29% | 134.1% | 35.5% |
| 10/2009 | 2.29% | 41.77% | 594.3 | 6 | 3.8 | -1.4 | 1.29% | 127.1% | 34.4% |
| 09/2009 | 1.5% | 38.6% | 580.8 | 6.3 | 4.1 | -1.5 | 1.29% | 127.1% | 33.8% |
| 08/2009 | 1.84% | 36.55% | 572.1 | 7.5 | 2.9 | -0.2 | 1.29% | 122.4% | 34.1% |
| 07/2009 | 3.38% | 34.09% | 557.9 | 6.1 | 2.7 | -3.1 | 1.29% | 126.7% | 33.6% |
| 06/2009 | 4.19% | 29.7% | 539.8 | 6.7 | 4.5 | 0.8 | 1.29% | 119.3% | 33.6% |
| 05/2009 | 2.24% | 24.49% | 515.6 | 6.9 | 2.6 | -1.9 | 1.29% | 104.5% | 31.9% |
| 04/2009 | 6.09% | 21.76% | 502.5 | 5.7 | 2.6 | -5.9 | 1.29% | 90.4% | 29.2% |
| 03/2009 | 3.99% | 14.77% | 476.8 | 8 | 2.2 | -10.1 | 1.29% | 78.6% | 23.6% |
| 02/2009 | 1.86% | 10.37% | 463.2 | 6.7 | 4.3 | -12.1 | 1.29% | 70.5% | 27.8% |
| 01/2009 | 8.35% | 8.35% | 464.6 | 5.4 | 6.9 | -13 | 1.29% | 83.2% | 27.2% |
| 12/2008 | -1.95% | -27.08% | 442.9 | 14.2 | 12.5 | -23.6 | 1.38% | 79.7% | 25% |
| 11/2008 | -4.12% | -25.63% | 474.4 | 9.1 | 8.8 | -18.7 | 1.38% | 83.5% | 29.5% |
| 10/2008 | -10.51% | -22.44% | 514.5 | 7.5 | 6.5 | -17.9 | 1.38% | 102.8% | 32.5% |
| 09/2008 | -7.47% | -13.33% | 593.9 | 7.7 | 12 | -31 | 1.38% | 146.4% | 40.4% |
| 08/2008 | -0.44% | -6.33% | 679.2 | 8.3 | 7.3 | -25 | 1.38% | 180.9% | 54.8% |
| 07/2008 | -1.75% | -5.92% | 706.9 | 9.5 | 8.4 | -21.5 | 1.38% | 184.4% | 54.7% |
| 06/2008 | -2.07% | -4.24% | 741.3 | 10.4 | 7.1 | -13.9 | 1.38% | 184.9% | 57.1% |
| 05/2008 | 1.5% | -2.22% | 768.5 | 9.3 | 4.3 | -5.7 | 1.38% | 200% | 61.3% |
| 04/2008 | 2.08% | -3.66% | 758.6 | 7.6 | 6 | -8.7 | 1.38% | 202% | 63.5% |
| 03/2008 | -3.72% | -5.62% | 751 | 10.2 | 7.5 | -12.1 | 1.38% | 176.1% | 67.3% |
| 02/2008 | 1.19% | -1.98% | 790.8 | 6.8 | 5.1 | -0.5 | 1.38% | 196.1% | 76.1% |
| 01/2008 | -3.13% | -3.13% | 781.1 | 7.4 | 5.9 | 5.6 | 1.38% | 185.8% | 74.2% |
| 12/2007 | -0.24% | 7.87% | 799.9 | 21.3 | 3.4 | 7.5 | 1.54% | - | - |
| 11/2007 | -2.05% | 8.13% | 777.3 | 7 | 3.8 | 8.6 | 1.54% | - | - |
| 10/2007 | 2.45% | 10.39% | 782.5 | 7.1 | 4.5 | 8.5 | 1.54% | - | - |
| 09/2007 | 0.75% | 7.75% | 753.7 | 10.6 | 2.8 | 5 | 1.54% | - | - |
| 08/2007 | -2.57% | 6.95% | 735.7 | 6.5 | 3 | 9.7 | 1.54% | - | - |
| 07/2007 | -0.36% | 9.77% | 742.3 | 6.8 | 3.9 | 1.5 | 1.54% | - | - |
| 06/2007 | 0.9% | 10.17% | 741.6 | 9.5 | 4 | 2.7 | 1.54% | - | - |
| 05/2007 | 3.35% | 9.18% | 728 | 7.7 | 4.4 | -4.5 | 1.54% | - | - |
| 04/2007 | 1.92% | 5.65% | 706.5 | 8.2 | 2.8 | 4 | 1.54% | - | - |
| 03/2007 | 0.55% | 3.66% | 684.8 | 5.8 | 3 | -0.4 | 1.54% | - | - |
| 02/2007 | 0.81% | 3.09% | 679.5 | 5.6 | 5 | 11.3 | 1.54% | - | - |
| 01/2007 | 2.26% | 2.26% | 663 | 6.6 | 4.2 | 14.7 | 1.54% | - | - |
| 12/2006 | -0.62% | 7.73% | 632.3 | 18.4 | 3.4 | 13.2 | 1.65% | - | - |
| 11/2006 | 1.42% | 8.4% | 608.7 | 8.1 | 2.2 | 15.5 | 1.65% | - | - |
| 10/2006 | 1.45% | 6.88% | 579.6 | 10.3 | 1.3 | 8.5 | 1.65% | - | - |
| 09/2006 | 0.04% | 5.36% | 554.8 | 4.5 | 1.3 | 8.9 | 1.65% | - | - |
| 08/2006 | 0.8% | 5.31% | 543.2 | 6 | 2.9 | 12.5 | 1.65% | - | - |
| 07/2006 | 1.07% | 4.48% | 524.1 | 6.2 | 3 | 11.6 | 1.65% | - | - |
| 06/2006 | -1.48% | 3.37% | 504.5 | 4.1 | 2.8 | 11.5 | 1.65% | - | - |
| 05/2006 | 0.01% | 4.92% | 499.8 | 5.8 | 2.7 | 21 | 1.65% | - | - |
| 04/2006 | 2.21% | 4.91% | 476.3 | 2.3 | 0.3 | 7.9 | 1.65% | - | - |
| 03/2006 | 0.92% | 2.65% | 456.9 | 6 | 5 | 14.9 | 1.65% | - | - |
| 02/2006 | -0.48% | 1.71% | 437.5 | 3.9 | 3.7 | 15.4 | 1.65% | - | - |
| 01/2006 | 2.2% | 2.2% | 424.6 | 3.8 | 3.3 | 30.9 | 1.65% | - | - |
| 12/2005 | 0.19% | 14.53% | 385.1 | 13 | 1.9 | 20.7 | 2% | - | - |
| 11/2005 | 0.76% | 14.32% | 353.1 | 5.1 | 2 | 9.9 | 2% | - | - |
| 10/2005 | 0.6% | 13.45% | 338 | 3.2 | 2 | 7.9 | 2% | - | - |
| 09/2005 | 1.59% | 12.78% | 327.4 | 2.7 | 2.5 | 19.7 | 2% | - | - |
| 08/2005 | 1.94% | 11.01% | 303 | 3.8 | 1.3 | 19.6 | 2% | - | - |
| 07/2005 | 2.16% | 8.9% | 275.9 | 3.1 | 1.5 | 29.3 | 2% | - | - |
| 06/2005 | -1.7% | 6.6% | 239.6 | 2.5 | 1.1 | 19.6 | 2% | - | - |
| 05/2005 | 1.4% | 8.44% | 222.7 | 2.8 | 1 | 31.7 | 2% | - | - |
| 04/2005 | 2.28% | 6.94% | 186.7 | 1.6 | 1.2 | 11.4 | 2% | - | - |
| 03/2005 | 0.44% | 4.56% | 170.9 | 1.9 | 1.3 | 23.6 | 2% | - | - |
| 02/2005 | 1.83% | 4.1% | 146.6 | 1.6 | 0.7 | 23.5 | 2% | - | - |
| 01/2005 | 2.23% | 2.23% | 120.1 | 1.1 | 0.4 | 12.4 | 2% | - | - |
| 12/2004 | 2.71% | - | 104.8 | 5.7 | 0.1 | 9.4 | 0.07% | - | - |
| 11/2004 | 3.38% | - | 87.6 | 1.2 | 0.5 | 9.8 | 0.07% | - | - |
| 10/2004 | 1.26% | - | 74.7 | 1.1 | 0.3 | 8.2 | 0.07% | - | - |
| 09/2004 | 0.99% | - | 64.9 | 0.9 | 0.2 | 13.3 | 0.07% | - | - |
| 08/2004 | -0.13% | - | 50.5 | 0.7 | 0 | 8.3 | 0.07% | - | - |
| 07/2004 | -1.65% | - | 41.6 | 0.4 | 0 | 9.7 | 0.07% | - | - |
| 06/2004 | 3.57% | - | 32 | 0.5 | 0.5 | 5.4 | 0.07% | - | - |
| 05/2004 | 0.5% | - | 25.8 | 0.3 | 0 | 6.5 | 0.07% | - | - |
| 04/2004 | 0.76% | - | 18.9 | 0.2 | 0 | 4.3 | 0.07% | - | - |
| 03/2004 | - | - | 14.3 | 0.5 | 0 | 4.7 | 0.07% | - | - |
| 02/2004 | - | - | 8.8 | 0.1 | 0 | 5.1 | 0.07% | - | - |
| 01/2004 | - | - | 3.6 | 0.1 | 0 | 1.7 | 0.07% | - | - |
| 12/2003 | - | - | 1.7 | 0.5 | 0 | 1.1 | - | - | - |
| 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 השתלמות כללי?
ב-07/2026: -0.46% לחודש, 5.12% מתחילת השנה, 39.97% ל-3 שנים ו-47.34% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במיטב השתלמות כללי?
0.6% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מיטב השתלמות כללי 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.