מיטב השתלמות מניות: תשואה, דמי ניהול וסיכון
מיטב השתלמות מניות מנוהלת על ידי מיטב גמל ופנסיה בע"מ, בסיווג קרנות השתלמות, פעילה מ-2003; 275 חודשי דיווח מ-02/2002 עד 07/2026.
תשואה 07/2026
-0.99%
מתחילת השנה
8.38%
3 שנים מצטבר
69.97%
5 שנים מצטבר
77.15%
דמי ניהול מצבירה
0.55%
לשנה
נכסים
8,022
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: 8,022 מיליון ש"ח, מקום 18 מתוך 234 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 77.15%, מקום 12 מתוך 152 בקטגוריה; ל-3 שנים: 69.97% (מקום 10 מתוך 164).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 17,715 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 29,604 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.55% לשנה (מקום 129 מתוך 223 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-10,444 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -55.8% בין 10/2007 ל-12/2008.
- סטיית תקן: 11.63; מדד שארפ: 1.03 (מקום 34 מתוך 152); חשיפה למניות 7,914.6%, לחו"ל 5,620.3%, למט"ח 2,188.8%.
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 | 19.52% | -53.34% | 116.29% | 17.67% | -15.29% | 13.76% | 19.72% | 5.7% | 2.29% | 3.52% | 13.52% | -5.7% | 21.35% | 9.65% | 23.01% | -16.31% | 16.21% | 22.15% | 26.46% |
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) | 8,022 | 18 / 234 |
| דמי ניהול מצבירה (נמוך = 1) | 0.55% | 129 / 223 |
| תשואה מתחילת השנה | 8.38% | 23 / 231 |
| תשואה 3 שנים | 69.97% | 10 / 164 |
| תשואה 5 שנים | 77.15% | 12 / 152 |
| מדד שארפ | 1.03 | 34 / 152 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הראל השתלמות - עוקב מדד s&p 500 7,587 מ' ש"ח
- הפניקס השתלמות מניות 6,725 מ' ש"ח
- קרן השתלמות למורים תיכוניים מסלול רגיל- מסלול כללי 9,873 מ' ש"ח
- הפניקס השתלמות עוקב מדד s&p500 9,957 מ' ש"ח
- אלטשולר שחם השתלמות מניות 5,793 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.99% | 8.38% | 8,022.1 | 54.5 | 7.3 | 365.2 | 0.55% | 7,914.6% | 5,620.3% |
| 06/2026 | -2.26% | 9.46% | 7,693 | 53 | 9.7 | 485.3 | 0.55% | 7,440.8% | 5,275.8% |
| 05/2026 | 3.32% | 11.99% | 7,333.6 | 44.9 | 8 | 479 | 0.55% | 7,083.9% | 4,867.7% |
| 04/2026 | 8.01% | 8.39% | 6,598.1 | 38.7 | 5 | 379.9 | 0.55% | 6,349.8% | 4,497.7% |
| 03/2026 | -4.83% | 0.35% | 5,724.3 | 41.2 | 8.5 | 479.8 | 0.55% | 5,492.3% | 3,972.5% |
| 02/2026 | 1.11% | 5.45% | 5,492.5 | 37 | 7.5 | 427 | 0.55% | 5,285.1% | 3,919.9% |
| 01/2026 | 4.29% | 4.29% | 4,983.5 | 37.3 | 4.3 | 371.6 | 0.55% | 4,784.9% | 3,350.2% |
| 12/2025 | 2.14% | 26.46% | 4,392.1 | 51.1 | 8.7 | 374.9 | 0.52% | 4,224.2% | 3,033.6% |
| 11/2025 | 1.43% | 23.81% | 3,892.1 | 25.9 | 4.8 | 227.9 | 0.52% | 3,790% | 2,648.6% |
| 10/2025 | 2.47% | 22.06% | 3,590.1 | 21.5 | 5 | 176.2 | 0.52% | 3,489.6% | 2,493% |
| 09/2025 | 3.55% | 19.12% | 3,315.4 | 16.6 | 4.1 | 147.1 | 0.52% | 3,134.1% | 2,236.7% |
| 08/2025 | 1.33% | 15.04% | 3,045.9 | 18.3 | 6.6 | 146.4 | 0.52% | 2,886.6% | 2,089.6% |
| 07/2025 | 2.35% | 13.53% | 2,850.5 | 21.4 | 7.3 | 171.7 | 0.52% | 2,696.6% | 1,944.4% |
| 06/2025 | 5.73% | 10.92% | 2,603.8 | 15 | 4 | 89.4 | 0.52% | 2,442.1% | 1,764.2% |
| 05/2025 | 5.33% | 4.91% | 2,366.3 | 13.5 | 4.3 | 34.4 | 0.52% | 2,248.2% | 1,666.2% |
| 04/2025 | 0.91% | -0.4% | 2,206 | 14 | 3.1 | 26 | 0.52% | 2,106.7% | 1,559.9% |
| 03/2025 | -2.86% | -1.3% | 2,149.4 | 13.4 | 4.3 | 32.4 | 0.52% | 2,086.4% | 1,604.8% |
| 02/2025 | -0.9% | 1.61% | 2,171.9 | 13.5 | 4.6 | 44.1 | 0.52% | 2,104.1% | 1,560.1% |
| 01/2025 | 2.53% | 2.53% | 2,140 | 14.3 | 2.8 | 24.8 | 0.52% | 2,084% | 1,558.9% |
| 12/2024 | 1.09% | 22.15% | 2,052.6 | 22.8 | 6.4 | 29.8 | 0.49% | 2,000.5% | 1,484.7% |
| 11/2024 | 3.78% | 20.83% | 1,985.9 | 12.5 | 4.9 | 3.7 | 0.49% | 1,930.6% | 1,520.6% |
| 10/2024 | 0.51% | 16.43% | 1,903.5 | 11.5 | 6.1 | -0.2 | 0.49% | 1,835.3% | 1,449% |
| 09/2024 | 2.85% | 15.84% | 1,889.5 | 11.4 | 6.3 | -18.4 | 0.49% | 1,854.8% | 1,467.7% |
| 08/2024 | 1.18% | 12.63% | 1,851.3 | 11.9 | 4.8 | -16.4 | 0.49% | 1,804.9% | 1,422.6% |
| 07/2024 | 1.57% | 11.31% | 1,840.1 | 12.2 | 4.3 | -12.1 | 0.49% | 1,832.7% | 1,490.6% |
| 06/2024 | 2.01% | 9.59% | 1,816.8 | 11.9 | 5.4 | 3.7 | 0.49% | 1,784.4% | 1,460.6% |
| 05/2024 | 2.41% | 7.43% | 1,771.7 | 11.8 | 4.2 | 20.2 | 0.49% | 1,728.7% | 1,415.1% |
| 04/2024 | -2.94% | 4.91% | 1,703.6 | 11.1 | 2.2 | 10.3 | 0.49% | 1,662.1% | 1,233% |
| 03/2024 | 3.39% | 8.08% | 1,736 | 12.3 | 3.8 | 24 | 0.49% | 1,682.8% | 1,375.8% |
| 02/2024 | 4.04% | 4.54% | 1,647.7 | 11.5 | 4.8 | 26.8 | 0.49% | 1,568.5% | 1,277.9% |
| 01/2024 | 0.48% | 0.48% | 1,551.8 | 11.1 | 7.7 | 21.6 | 0.49% | 1,461.5% | 1,201.9% |
| 12/2023 | 4.2% | 16.21% | 1,520.1 | 18.4 | 5.1 | 30.2 | 0.47% | 1,462.4% | 1,198.1% |
| 11/2023 | 5.88% | 11.53% | 1,416.9 | 10.3 | 3 | 11.3 | 0.47% | 1,341.1% | 1,128.2% |
| 10/2023 | -4.38% | 5.33% | 1,320.9 | 9.8 | 5 | -2.3 | 0.47% | 1,289.4% | 1,117.2% |
| 09/2023 | -2.24% | 10.16% | 1,379.4 | 9.8 | 14.1 | 2.1 | 0.47% | 1,309.7% | 1,104.3% |
| 08/2023 | -1.55% | 12.68% | 1,413.9 | 9.5 | 3.2 | 7.3 | 0.47% | 1,368.8% | 1,169.5% |
| 07/2023 | 5.05% | 14.46% | 1,422.9 | 10.2 | 4 | 3.9 | 0.47% | 1,377.4% | 1,170.5% |
| 06/2023 | 3.54% | 8.95% | 1,345.3 | 9.5 | 5.3 | -2.4 | 0.47% | 1,306% | 1,103.3% |
| 05/2023 | 0.66% | 5.23% | 1,298.1 | 10.1 | 5.6 | 11.9 | 0.47% | 1,238.9% | 1,009.1% |
| 04/2023 | 2.45% | 4.54% | 1,273.9 | 8.7 | 4.4 | -10.8 | 0.47% | 1,201.7% | 987.3% |
| 03/2023 | 0.02% | 2.04% | 1,250.2 | 9.4 | 10.9 | -14.4 | 0.47% | 1,165.4% | 972.2% |
| 02/2023 | -2.15% | 2.02% | 1,266.3 | 9.1 | 5.3 | -4.7 | 0.47% | 1,212% | 996.7% |
| 01/2023 | 4.26% | 4.26% | 1,295.7 | 9.1 | 5.2 | 3.1 | 0.47% | 1,231.1% | 985.7% |
| 12/2022 | -4.36% | -16.31% | 1,236.4 | 16.4 | 5.6 | 2.4 | 0.47% | 1,169.1% | 912.7% |
| 11/2022 | 1.99% | -12.5% | 1,279.7 | 9.7 | 3.9 | 17.7 | 0.47% | 1,186.9% | 912.1% |
| 10/2022 | 4.6% | -14.2% | 1,232.1 | 8.9 | 3.3 | 0.8 | 0.47% | 1,149.3% | 876% |
| 09/2022 | -7.95% | -17.98% | 1,172 | 8.6 | 1.7 | 7.1 | 0.47% | 1,121.1% | 840.7% |
| 08/2022 | -1.54% | -10.89% | 1,259.4 | 9.3 | 2.7 | 24 | 0.47% | 1,209.4% | 873.8% |
| 07/2022 | 6.51% | -9.5% | 1,249.3 | 9 | 3.1 | 12.6 | 0.47% | 1,195.1% | 898% |
| 06/2022 | -5.87% | -15.03% | 1,155.5 | 8.6 | 3.5 | 10.1 | 0.47% | 1,150.1% | 880.1% |
| 05/2022 | -3.97% | -9.73% | 1,212.1 | 8.5 | 4.2 | 3.6 | 0.47% | 1,172.9% | 889.5% |
| 04/2022 | -3.11% | -6% | 1,254.6 | 7.6 | 3.1 | 25.7 | 0.47% | 1,222.1% | 743.2% |
| 03/2022 | 1.48% | -2.98% | 1,264.6 | 7.7 | 2.1 | 42 | 0.47% | 1,216.5% | 767.6% |
| 02/2022 | -0.56% | -4.4% | 1,198.4 | 11.1 | 2 | 31.6 | 0.47% | 1,158.8% | 721.7% |
| 01/2022 | -3.86% | -3.86% | 1,164.9 | 10.5 | 1 | 48.5 | 0.47% | 1,118.5% | 711.1% |
| 12/2021 | 2.81% | 23.01% | 1,153 | 14 | 1 | 58.8 | 0.5% | 1,120.5% | 728.6% |
| 11/2021 | -0.23% | 19.65% | 1,050.9 | 7.2 | 1.5 | 46.8 | 0.5% | 1,025.1% | 677.9% |
| 10/2021 | 5.3% | 19.93% | 1,001.9 | 5.5 | 1.5 | 29.3 | 0.5% | 961% | 626.4% |
| 09/2021 | -1.4% | 13.89% | 919.7 | 6.2 | 1 | 22.5 | 0.5% | 888% | 582.6% |
| 08/2021 | 2.17% | 15.51% | 905.4 | 4.7 | 1.9 | 26.3 | 0.5% | 875.5% | 585.3% |
| 07/2021 | 0.58% | 13.06% | 857.7 | 4.4 | 1.8 | 14.9 | 0.5% | 834.1% | 559.4% |
| 06/2021 | 1.03% | 12.4% | 835.5 | 3.9 | 1.5 | 35.1 | 0.5% | 821.5% | 555.5% |
| 05/2021 | 1.51% | 11.26% | 790 | 4.1 | 0.8 | 19.2 | 0.5% | 758.7% | 495.2% |
| 04/2021 | 4.1% | 9.6% | 756 | 6.2 | 1.4 | 25.9 | 0.5% | 738.5% | 492.1% |
| 03/2021 | 2.32% | 5.29% | 696.7 | 3.4 | 1.8 | 5.5 | 0.5% | 694.9% | 458.6% |
| 02/2021 | 1.92% | 2.9% | 674.2 | 3.5 | 2.3 | 5.2 | 0.5% | 668% | 444.9% |
| 01/2021 | 0.96% | 0.96% | 655.8 | 3.4 | 2 | 7 | 0.5% | 661.5% | 445.6% |
| 12/2020 | 4.72% | 9.65% | 641.5 | 6.9 | 2.3 | -2.2 | 0.52% | 618.4% | 418.6% |
| 11/2020 | 9.52% | 4.71% | 610.5 | 4.1 | 1.2 | -5.1 | 0.52% | 598.2% | 407.8% |
| 10/2020 | 0.84% | -4.4% | 559.8 | 3 | 1.1 | -3.9 | 0.52% | 548.7% | 360% |
| 09/2020 | -3.22% | -5.19% | 557.4 | 3.3 | 1.5 | -9.8 | 0.52% | 553.1% | 367.1% |
| 08/2020 | 5.87% | -2.04% | 584.5 | 3.4 | 1.8 | -5.5 | 0.52% | 564.3% | 376.5% |
| 07/2020 | 5.99% | -7.47% | 556.1 | 3.5 | 0.8 | -13 | 0.52% | 552.4% | 371.2% |
| 06/2020 | -0.04% | -12.7% | 534.9 | 3.4 | 2.5 | -8.7 | 0.52% | 525.5% | 342.5% |
| 05/2020 | 2.92% | -12.66% | 543.1 | 3.5 | 0.5 | 6.8 | 0.52% | 526.1% | 344.2% |
| 04/2020 | 9.75% | -15.14% | 518.1 | 3 | 0.5 | 20.9 | 0.52% | 488.9% | 298.6% |
| 03/2020 | -17.48% | -22.68% | 449.5 | 3.3 | 2.8 | -8.2 | 0.52% | 416.1% | 248.4% |
| 02/2020 | -7% | -6.3% | 553.4 | 3.4 | 1.9 | -10.2 | 0.52% | 578.7% | 337.3% |
| 01/2020 | 0.75% | 0.75% | 604.2 | 4.1 | 1.2 | -0.3 | 0.52% | 610.8% | 354.6% |
| 12/2019 | 1.66% | 21.35% | 597.4 | 7.4 | 1 | -2.7 | 0.55% | 592.4% | 332% |
| 11/2019 | 2.33% | 19.37% | 584.1 | 3.8 | 2.3 | -4 | 0.55% | 590.6% | 346.5% |
| 10/2019 | 2.13% | 16.65% | 573.4 | 3.5 | 1.7 | -5.8 | 0.55% | 578.7% | 334.9% |
| 09/2019 | 3.07% | 14.22% | 565.7 | 3.4 | 1.7 | -2.9 | 0.55% | 563.8% | 320.6% |
| 08/2019 | -1.93% | 10.82% | 550.3 | 3.6 | 1 | -1.3 | 0.55% | 546.8% | 309.6% |
| 07/2019 | 0.69% | 13% | 560 | 3.7 | 1.2 | 0.1 | 0.55% | 519.6% | 275.5% |
| 06/2019 | 3.43% | 12.22% | 553.8 | 3.6 | 1.5 | 2.3 | 0.55% | 517.7% | 271.8% |
| 05/2019 | -3.61% | 8.5% | 531.2 | 3.8 | 1.6 | -2.7 | 0.55% | 506.5% | 265.5% |
| 04/2019 | 3.55% | 12.56% | 551.9 | 3.4 | 1.7 | 0.8 | 0.55% | 531.6% | 282.1% |
| 03/2019 | 0.27% | 8.7% | 530.7 | 3.5 | 2.1 | 1.6 | 0.55% | 510.3% | 270.3% |
| 02/2019 | 2.16% | 8.41% | 526.6 | 3.5 | 2.3 | -0.9 | 0.55% | 510.6% | 267% |
| 01/2019 | 6.12% | 6.12% | 515.3 | 4.6 | 1.2 | 2.4 | 0.55% | 497.5% | 260% |
| 12/2018 | -7.71% | -5.7% | 480.1 | 6.1 | 1.6 | -1.4 | 0.6% | 469.8% | 242.6% |
| 11/2018 | 1.47% | 2.18% | 517.2 | 3.7 | 1.4 | 4.4 | 0.6% | 493.5% | 251.5% |
| 10/2018 | -5.11% | 0.7% | 503.4 | 3.8 | 0.9 | 1.8 | 0.6% | 489% | 247.5% |
| 09/2018 | 0.23% | 6.12% | 525.8 | 2.9 | 0.9 | 1.4 | 0.6% | 510.3% | 265.3% |
| 08/2018 | 2.88% | 5.88% | 521.3 | 3.3 | 1.3 | 3.5 | 0.6% | 506.9% | 266.8% |
| 07/2018 | 2.36% | 2.91% | 501.5 | 3.5 | 1.5 | 0.7 | 0.6% | 488.3% | 259.3% |
| 06/2018 | -0.88% | 0.54% | 487.5 | 3.3 | 2.2 | 3 | 0.6% | 487.4% | 259.3% |
| 05/2018 | 0.73% | 1.43% | 488 | 3.4 | 1.6 | 3 | 0.6% | 472% | 246% |
| 04/2018 | 1.79% | 0.7% | 479.9 | 3.2 | 1.1 | -0.3 | 0.6% | 473.8% | 254.8% |
| 03/2018 | -2.02% | -1.07% | 469.9 | 3.2 | 0.6 | 3.4 | 0.6% | 460.4% | 246.4% |
| 02/2018 | -2.55% | 0.97% | 473.9 | 3.2 | 1.6 | 1.1 | 0.6% | 471.5% | 258.5% |
| 01/2018 | 3.61% | 3.61% | 483.7 | 4 | 1.5 | 0.8 | 0.6% | 461.2% | 242.9% |
| 12/2017 | 1.95% | 13.52% | 464 | 6.8 | 1.2 | -3.5 | 0.64% | 454.5% | 244.1% |
| 11/2017 | 1.42% | 11.35% | 453.2 | 3.6 | 1 | -0.7 | 0.64% | 442.9% | 234% |
| 10/2017 | 1.72% | 9.79% | 445.2 | 3.2 | 1.4 | -2.4 | 0.64% | 436% | 234% |
| 09/2017 | 1.89% | 7.93% | 438.5 | 3 | 1.6 | 0.9 | 0.64% | 422.6% | 228.4% |
| 08/2017 | -1.32% | 5.93% | 428.9 | 3.6 | 0.9 | 0.8 | 0.64% | 424% | 230.9% |
| 07/2017 | 1.5% | 7.35% | 431.3 | 3.6 | 0.8 | -4.1 | 0.64% | 437% | 238.9% |
| 06/2017 | -0.81% | 5.76% | 426.5 | 2.8 | 1.8 | -1.8 | 0.64% | 425.1% | 230.6% |
| 05/2017 | 2.03% | 6.63% | 430.9 | 3.2 | 1.7 | 0.2 | 0.64% | 428.5% | 233.9% |
| 04/2017 | 1.53% | 4.5% | 420.9 | 2.9 | 1.3 | -1.8 | 0.64% | 417.1% | 230.1% |
| 03/2017 | 0.04% | 2.93% | 414.9 | 3.3 | 2.1 | -5.8 | 0.64% | 418.1% | 229.8% |
| 02/2017 | 1.96% | 2.89% | 419.5 | 2.9 | 1 | -7.2 | 0.64% | 418.5% | 236.4% |
| 01/2017 | 0.91% | 0.91% | 416.7 | 3 | 1.5 | -9.4 | 0.64% | 421.8% | 245.2% |
| 12/2016 | 1.6% | 3.52% | 408.6 | 6.9 | 1 | -14.7 | 0.7% | 414.3% | 241.7% |
| 11/2016 | 2.15% | 1.89% | 411 | 3.8 | 1 | -5 | 0.7% | 406% | 234% |
| 10/2016 | -0.45% | -0.26% | 404.8 | 2.9 | 1 | -6.4 | 0.7% | 412.6% | 233.5% |
| 09/2016 | -0.42% | 0.2% | 411.3 | 3.1 | 0.6 | -7.1 | 0.7% | 421.6% | 234.5% |
| 08/2016 | 0.87% | 0.62% | 417.7 | 3.2 | 0.8 | -3 | 0.7% | 411.1% | 226% |
| 07/2016 | 4.44% | -0.25% | 414.9 | 3.5 | 1.3 | -2.3 | 0.7% | 414.5% | 227.6% |
| 06/2016 | -2.31% | -4.49% | 397.5 | 3.5 | 1.1 | -5.4 | 0.7% | 397% | 215.4% |
| 05/2016 | 0.8% | -2.23% | 410.2 | 5.1 | 1.7 | -0.7 | 0.7% | 405.7% | 217.3% |
| 04/2016 | 1.44% | -3.01% | 404.3 | 3.3 | 1.2 | 1.4 | 0.7% | 395.7% | 217.7% |
| 03/2016 | 3.39% | -4.38% | 395.4 | 3.9 | 1.4 | 1 | 0.7% | 393.2% | 215.3% |
| 02/2016 | -2.56% | -7.52% | 379.1 | 2.1 | 1.1 | -0.8 | 0.7% | 373% | 205.5% |
| 01/2016 | -5.09% | -5.09% | 389.1 | 3.3 | 1.4 | -0.4 | 0.7% | 380% | 222.7% |
| 12/2015 | -2.85% | 2.29% | 408.6 | 8.1 | 1.5 | 1.8 | 0.79% | 402.2% | 249.1% |
| 11/2015 | 0.54% | 5.29% | 412.3 | 3.7 | 0.9 | 2.3 | 0.79% | 410.2% | 254.2% |
| 10/2015 | 6.33% | 4.72% | 405.2 | 3.6 | 1 | 1.3 | 0.79% | 401.6% | 253.9% |
| 09/2015 | -4.07% | -1.51% | 377.6 | 3 | 0.8 | 0.8 | 0.79% | 378.4% | 233.1% |
| 08/2015 | -5.69% | 2.67% | 390.7 | 4 | 1.1 | 2.3 | 0.79% | 382.9% | 237.4% |
| 07/2015 | 2.74% | 8.86% | 409.6 | 3.9 | 0.6 | -0.9 | 0.79% | 400.3% | 242.6% |
| 06/2015 | -2.25% | 5.96% | 396.4 | 3.4 | 1.2 | 0.3 | 0.79% | 392.9% | 229.6% |
| 05/2015 | 1.26% | 8.4% | 403.2 | 3.1 | 0.6 | -0.2 | 0.79% | 400.1% | 232.1% |
| 04/2015 | 1.04% | 7.05% | 396.1 | 3.1 | 0.7 | -0.2 | 0.79% | 383.2% | 222.4% |
| 03/2015 | 1.77% | 5.95% | 390.2 | 3.4 | 0.8 | 3.1 | 0.79% | 383.1% | 224.6% |
| 02/2015 | 4.69% | 4.1% | 378 | 2.9 | 0.9 | 2.3 | 0.79% | 372.7% | 223.8% |
| 01/2015 | -0.56% | -0.56% | 357 | 3.1 | 0.2 | -0.1 | 0.79% | 299.5% | 158.9% |
| 12/2014 | -2.22% | 5.7% | 356.5 | 8 | 1 | 2.6 | 0.85% | 300.7% | 155.5% |
| 11/2014 | 2.86% | 8.1% | 355.1 | 4.3 | 1 | 1.7 | 0.85% | 314.3% | 162.2% |
| 10/2014 | -1.67% | 5.09% | 340.4 | 2.9 | 0.4 | 0.6 | 0.85% | 298.3% | 152% |
| 09/2014 | 1.05% | 6.88% | 343.3 | 2.8 | 0.3 | 6.2 | 0.85% | 294% | 145.2% |
| 08/2014 | 2.19% | 5.77% | 331.5 | 2.6 | 1.1 | 7.6 | 0.85% | 279.9% | 136.6% |
| 07/2014 | -0.95% | 3.5% | 315.5 | 3.3 | 1.1 | 5.8 | 0.85% | 267.7% | 128.4% |
| 06/2014 | -0.06% | 4.49% | 292.4 | 2.8 | 0.7 | 3.4 | 0.85% | 253.2% | 122.3% |
| 05/2014 | 1.26% | 4.56% | 287.3 | 1.9 | 2.1 | 1.9 | 0.85% | 246.2% | 118% |
| 04/2014 | -0.48% | 3.25% | 282.2 | 1.1 | 0.5 | 4.3 | 0.85% | 242.6% | 115% |
| 03/2014 | 2.19% | 3.75% | 260.7 | 2.1 | 0.8 | 4.1 | 0.85% | 229.1% | 104.3% |
| 02/2014 | 3.58% | 1.53% | 252 | 1.9 | 1 | 1 | 0.85% | 220.8% | 96.8% |
| 01/2014 | -1.98% | -1.98% | 241.4 | -0.1 | 1.2 | 10.6 | 0.85% | 211% | 92% |
| 12/2013 | 0.57% | 19.72% | 241.5 | 5.5 | 1.8 | 3.6 | 1.01% | 206.5% | 90.8% |
| 11/2013 | 2.32% | 19.04% | 232.5 | 3.5 | 2.1 | 0.8 | 1.01% | 200.8% | 91.4% |
| 10/2013 | 2.58% | 16.34% | 223.6 | 1 | 3.6 | 5 | 1.01% | 196% | 88.6% |
| 09/2013 | 4.4% | 13.42% | 120.2 | 0.9 | 0.4 | 1.6 | 1.01% | 106.3% | 45.6% |
| 08/2013 | -0.79% | 8.64% | 113.2 | 0.9 | 0.3 | -0.8 | 1.01% | 102% | 45.4% |
| 07/2013 | 2.94% | 9.5% | 114.3 | 1 | 0.4 | 1.5 | 1.01% | 103.8% | 45% |
| 06/2013 | -3.03% | 6.37% | 109.1 | 1.1 | 0.2 | 0.7 | 1.01% | 99.3% | 40.9% |
| 05/2013 | 2.87% | 9.7% | 111.1 | 0.9 | 0.5 | 4.2 | 1.01% | 93.9% | 38.7% |
| 04/2013 | 0.47% | 6.64% | 103.5 | 1 | 0.5 | 0.1 | 1.01% | 87.5% | 36.3% |
| 03/2013 | 1.43% | 6.14% | 102.5 | 0.8 | 0.8 | 0.5 | 1.01% | 89.4% | 35.5% |
| 02/2013 | 2.34% | 4.64% | 100.7 | 0.9 | 0.7 | -0.9 | 1.01% | 89% | 35% |
| 01/2013 | 2.25% | 2.25% | 99.1 | 0.9 | 0.6 | -1.4 | 1.01% | 84.8% | 35.9% |
| 12/2012 | -0.67% | 13.76% | 98.1 | 2.6 | 0.8 | -1.1 | 1.03% | 87.6% | 33.4% |
| 11/2012 | 2.36% | 14.52% | 98.2 | 1 | 0.6 | 0.2 | 1.03% | 89.3% | 33.3% |
| 10/2012 | 3.26% | 11.88% | 95.4 | 1.1 | 1 | -0 | 1.03% | 87.5% | 31.5% |
| 09/2012 | 5.01% | 8.35% | 92.4 | 0.9 | 0.5 | -0.5 | 1.03% | 84.5% | 32.7% |
| 08/2012 | 1.48% | 3.18% | 88.1 | 0.8 | 0.7 | -0.5 | 1.03% | 80.7% | 32.4% |
| 07/2012 | 2.51% | 1.68% | 87.3 | 1 | 0.4 | -0.6 | 1.03% | 81.5% | 34.5% |
| 06/2012 | -0.62% | -0.81% | 85.2 | 0.9 | 0.7 | 0.1 | 1.03% | 77.5% | 32.5% |
| 05/2012 | -7.2% | -0.19% | 85.5 | 1 | 0.8 | -1.7 | 1.03% | 78.6% | 31.6% |
| 04/2012 | 1.95% | 7.55% | 93.7 | 0.8 | 0.5 | 1.2 | 1.03% | 85.4% | 32.7% |
| 03/2012 | 2.95% | 5.49% | 55.2 | 0.6 | 0.4 | 0.7 | 1.03% | 51.5% | 19.2% |
| 02/2012 | -0.65% | 2.47% | 52.8 | 0.6 | 0.5 | -0.2 | 1.03% | 49.6% | 18.9% |
| 01/2012 | 3.14% | 3.14% | 53.2 | 0.5 | 0.3 | -0.1 | 1.03% | 48.6% | 17.2% |
| 12/2011 | 0.46% | -15.29% | 51.5 | 1.6 | 0.2 | 0.5 | 1.14% | 44.8% | 15.8% |
| 11/2011 | -2.76% | -15.67% | 49.6 | 0.7 | 0.4 | 0.4 | 1.14% | 43.5% | 14.1% |
| 10/2011 | 5.76% | -13.28% | 50.2 | 0.7 | 0.1 | 0.3 | 1.14% | 41.7% | 12.8% |
| 09/2011 | -3.89% | -18% | 46.7 | 0.6 | 0 | -0.6 | 1.14% | 39.6% | 12.3% |
| 08/2011 | -7.54% | -14.69% | 48.7 | 0.7 | 0.2 | -0.4 | 1.14% | 42.1% | 12.3% |
| 07/2011 | -0.82% | -7.73% | 52.6 | 0.7 | 0.2 | 0.1 | 1.14% | 47.1% | 12.4% |
| 06/2011 | -2.95% | -6.97% | 52.5 | 0.6 | 0.2 | -0.2 | 1.14% | 47.9% | 12.2% |
| 05/2011 | -2.8% | -4.14% | 53.9 | 1.1 | 0.1 | -0.8 | 1.14% | 49% | 10.7% |
| 04/2011 | -0.72% | -1.38% | 55.5 | 0.5 | 0.1 | 1.4 | 1.14% | 48.7% | 10.1% |
| 03/2011 | 1.04% | -0.66% | 54.1 | 0.6 | 0.3 | 1.6 | 1.14% | 47.4% | 9% |
| 02/2011 | -0.76% | -1.68% | 51.7 | 0.5 | 0.3 | 0.5 | 1.14% | 44.5% | 7.9% |
| 01/2011 | -0.93% | -0.93% | 51.3 | 0.5 | 0.3 | 1.7 | 1.14% | 44.3% | 7.9% |
| 12/2010 | 5.84% | 17.67% | 50 | 1.3 | 0.2 | 2.8 | 1.19% | 43% | 7.3% |
| 11/2010 | -1.39% | 11.18% | 43.6 | 0.6 | 0.3 | 2.4 | 1.19% | 37.5% | 6.9% |
| 10/2010 | 4.43% | 12.74% | 41.6 | 0.5 | 0.1 | 2.6 | 1.19% | 37% | 7% |
| 09/2010 | 6.18% | 7.96% | 37 | 0.3 | 0.2 | 1.2 | 1.19% | 31% | 6.3% |
| 08/2010 | 0.14% | 1.68% | 33.6 | 0.8 | 0.1 | 0.9 | 1.19% | 28% | 4.9% |
| 07/2010 | 3.92% | 1.53% | 32.1 | 0.4 | 0.2 | -0.4 | 1.19% | 27.8% | 4.7% |
| 06/2010 | -0.39% | -2.3% | 31.1 | 0.4 | 0.3 | 0.7 | 1.19% | 26.8% | 4.5% |
| 05/2010 | -8.13% | -1.91% | 30.5 | 0.4 | 0.5 | -1.3 | 1.19% | 27.5% | 4.7% |
| 04/2010 | -3.46% | 6.77% | 34.6 | 0.4 | 0.3 | 0.9 | 1.19% | 29.7% | 5% |
| 03/2010 | 4.92% | 10.59% | 34.8 | 0.5 | 0.1 | 0.2 | 1.19% | 31.1% | 5% |
| 02/2010 | 3.85% | 5.41% | 32.7 | 0.3 | 0 | 0.7 | 1.19% | 29.9% | 4.8% |
| 01/2010 | 1.5% | 1.5% | 30.6 | 0.5 | 0.1 | 1.1 | 1.19% | 27.1% | 3.7% |
| 12/2009 | 3.95% | 116.29% | 28.7 | 1.1 | 0.7 | 0.6 | 1.22% | 24.7% | 3.4% |
| 11/2009 | 3.67% | 108.07% | 26.8 | 0.4 | 0.3 | -0.4 | 1.22% | 24.2% | 3.3% |
| 10/2009 | 5.15% | 100.7% | 26.1 | 0.4 | 0.1 | 0.3 | 1.22% | 23.4% | 3.2% |
| 09/2009 | 3.32% | 90.87% | 24.2 | 0.3 | 0.1 | 0.7 | 1.22% | 23.2% | 3% |
| 08/2009 | 2.29% | 84.74% | 22.5 | 0.3 | 0 | 0.7 | 1.22% | 19.4% | 2.5% |
| 07/2009 | 9.99% | 80.6% | 21.1 | 0.3 | 0 | 0.6 | 1.22% | 19.2% | 2.3% |
| 06/2009 | 5.62% | 64.2% | 18.4 | 0.3 | 0.1 | 0.5 | 1.22% | 17% | 2.3% |
| 05/2009 | 10.71% | 55.46% | 16.8 | 0.3 | 0.4 | 0.7 | 1.22% | 14.9% | 1.9% |
| 04/2009 | 12.88% | 40.42% | 14.7 | 0.2 | 0 | 1.1 | 1.22% | 13.4% | 1.9% |
| 03/2009 | 9.48% | 24.4% | 11.8 | 0.3 | 0.1 | 0.5 | 1.22% | 10.4% | 1.6% |
| 02/2009 | 0.85% | 13.63% | 10.2 | 0.2 | 0.1 | 0.2 | 1.22% | 9.3% | 1.5% |
| 01/2009 | 12.67% | 12.67% | 9.8 | 0.2 | 0.1 | 0.2 | 1.22% | 9.4% | 1.4% |
| 12/2008 | -7.63% | -53.34% | 8.5 | 0.5 | 0.1 | -0.1 | 1.19% | 7.5% | 1.2% |
| 11/2008 | -7.81% | -49.49% | 8.9 | 0.3 | 0.2 | -0 | 1.19% | 8.6% | 1.3% |
| 10/2008 | -19.96% | -45.21% | 9.6 | 0.2 | 0 | -0.2 | 1.19% | 9% | 1.2% |
| 09/2008 | -13.38% | -31.54% | 12.1 | 0.2 | 0.5 | -0.2 | 1.19% | 11.5% | 1.1% |
| 08/2008 | -2.95% | -20.97% | 14.5 | 0.3 | 0 | 0.1 | 1.19% | 13% | 1.3% |
| 07/2008 | -2.73% | -18.57% | 14.6 | 0.2 | 0.1 | -0.5 | 1.19% | 13.3% | 1.3% |
| 06/2008 | -7.59% | -16.28% | 15.5 | 0.3 | 0 | 0.7 | 1.19% | 13.7% | 1.3% |
| 05/2008 | 2.47% | -9.41% | 15.9 | 0.2 | 0.1 | 0.4 | 1.19% | 14.2% | 1.2% |
| 04/2008 | 4.06% | -11.59% | 15.1 | 0.2 | 0 | 0.2 | 1.19% | 13.4% | 0.9% |
| 03/2008 | -8.14% | -15.04% | 14.2 | 0.2 | 0 | -0.8 | 1.19% | 11.9% | 0.9% |
| 02/2008 | 1.67% | -7.51% | 16.2 | 0.2 | 0 | 1.1 | 1.19% | 13.5% | 0.9% |
| 01/2008 | -9.03% | -9.03% | 14.7 | 0.2 | 0.1 | 0.9 | 1.19% | 11.4% | 0.9% |
| 12/2007 | -1% | 19.52% | 15.1 | 0.9 | 0 | 2.5 | 0.1% | - | - |
| 11/2007 | -4.25% | 20.73% | 11.9 | 0.2 | 0 | 1.2 | 0.1% | - | - |
| 10/2007 | 5.52% | 26.09% | 11.1 | 0.1 | 0 | 1.4 | 0.1% | - | - |
| 09/2007 | 2.47% | 19.49% | 9.2 | 0.1 | 0 | 0.5 | 0.1% | - | - |
| 08/2007 | -2.98% | 16.61% | 8.4 | 0.1 | 0 | 0.7 | 0.1% | - | - |
| 07/2007 | -1.77% | 20.19% | 7.9 | 0.1 | 0 | 1.6 | 0.1% | - | - |
| 06/2007 | -0.42% | 22.36% | 6.3 | 0.1 | 0 | 1.5 | 0.1% | - | - |
| 05/2007 | 8.26% | 22.87% | 4.8 | 0 | 0 | 0.6 | 0.1% | - | - |
| 04/2007 | 5.22% | 13.5% | 3.8 | 0 | 0 | 0.4 | 0.1% | - | - |
| 03/2007 | 2.67% | 7.87% | 3.3 | 0 | 0.1 | 0.8 | 0.1% | - | - |
| 02/2007 | 0.48% | 5.06% | 2.5 | 0 | 0 | 0.5 | 0.1% | - | - |
| 01/2007 | 4.56% | 4.56% | 2.1 | 0 | 0 | 0.8 | 0.1% | - | - |
| 12/2006 | -0.43% | - | 1.1 | 0.3 | 0 | 0.6 | - | - | - |
| 11/2006 | - | - | 0.3 | 0 | 0 | 0.2 | - | - | - |
| 10/2006 | - | - | 0 | 0 | 0 | 0 | - | - | - |
| 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 | - | - | - |
| 02/2002 | - | - | 0 | 0 | 0 | 0 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של מיטב השתלמות מניות?
ב-07/2026: -0.99% לחודש, 8.38% מתחילת השנה, 69.97% ל-3 שנים ו-77.15% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במיטב השתלמות מניות?
0.55% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מיטב השתלמות 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.