מיטב פיצויים - כללי: תשואה, דמי ניהול וסיכון
מיטב פיצויים - כללי מנוהלת על ידי מיטב גמל ופנסיה בע"מ, בסיווג מרכזית לפיצויים, פעילה מ-2003; 274 חודשי דיווח מ-10/2003 עד 07/2026.
תשואה 07/2026
-0.51%
מתחילת השנה
5%
3 שנים מצטבר
40.26%
5 שנים מצטבר
46.07%
דמי ניהול מצבירה
0.71%
לשנה
נכסים
1,302
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: 1,302 מיליון ש"ח, מקום 2 מתוך 53 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 46.07%, מקום 6 מתוך 46 בקטגוריה; ל-3 שנים: 40.26% (מקום 5 מתוך 46).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,607 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 19,871 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.71% לשנה (מקום 41 מתוך 53 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-13,282 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -27.3% בין 10/2007 ל-12/2008.
- סטיית תקן: 6.18; מדד שארפ: 1 (מקום 3 מתוך 46); חשיפה למניות 623.6%, לחו"ל 546.5%, למט"ח 249.4%.
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 | 14.7% | 7.52% | 7.35% | -25.44% | 47.84% | 13.29% | -2.61% | 11.51% | 10.26% | 5.82% | 2.08% | 2.71% | 7.11% | -1.47% | 11.31% | 4.22% | 16.12% | -8.79% | 10.53% | 13.69% | 15.11% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2025.
דירוג בקטגוריה מרכזית לפיצויים (07/2026)
דירוג לפי הנתון בלבד, מתוך 53 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 1,302 | 2 / 53 |
| דמי ניהול מצבירה (נמוך = 1) | 0.71% | 41 / 53 |
| תשואה מתחילת השנה | 5% | 13 / 46 |
| תשואה 3 שנים | 40.26% | 5 / 46 |
| תשואה 5 שנים | 46.07% | 6 / 46 |
| מדד שארפ | 1 | 3 / 46 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הראל קמ"פ מסלול כללי 1,326 מ' ש"ח
- הפניקס מרכזית לפיצויים 1,090 מ' ש"ח
- כלל פיצויים למעסיק 974 מ' ש"ח
- קופת בל"ד 932 מ' ש"ח
- קופה כללית לפיצויים 601 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.51% | 5% | 1,301.7 | 0 | 3.4 | -0.2 | 0.71% | 623.6% | 546.5% |
| 06/2026 | -0.45% | 5.54% | 1,312.7 | 0 | 2.1 | -0.1 | 0.71% | 624.7% | 539.1% |
| 05/2026 | 1.87% | 6.02% | 1,321.6 | 0 | 4.3 | 1.1 | 0.71% | 624.7% | 519.2% |
| 04/2026 | 4.04% | 4.07% | 1,301.4 | 0 | 3.2 | -0.5 | 0.71% | 608.7% | 530.1% |
| 03/2026 | -2.69% | 0.03% | 1,255.2 | 0 | 4 | 1 | 0.71% | 576.1% | 509.9% |
| 02/2026 | 0.7% | 2.79% | 1,293.7 | 0 | 3.1 | -6.2 | 0.71% | 597.2% | 530.6% |
| 01/2026 | 2.08% | 2.08% | 1,294.8 | 0 | 4.9 | 17.2 | 0.71% | 597.7% | 491.1% |
| 12/2025 | 1.08% | 15.11% | 1,257.1 | 0.1 | 3.3 | 0.6 | 0.71% | 581.3% | 489.4% |
| 11/2025 | 0.89% | 13.88% | 1,247.2 | 0 | 3.7 | -3.1 | 0.71% | 574.9% | 491.8% |
| 10/2025 | 1.56% | 12.87% | 1,243.7 | 0 | 6.6 | -0.5 | 0.71% | 564.7% | 499.7% |
| 09/2025 | 2.05% | 11.14% | 1,232.3 | 0 | 2.5 | -1.5 | 0.71% | 555.7% | 500.6% |
| 08/2025 | 1.05% | 8.91% | 1,212.1 | 0 | 2.4 | 0 | 0.71% | 539.1% | 497.2% |
| 07/2025 | 1.2% | 7.78% | 1,202.7 | 0 | 2.2 | 3.3 | 0.71% | 536.1% | 491.7% |
| 06/2025 | 3.3% | 6.5% | 1,188 | 0 | 0.6 | -0.5 | 0.71% | 531.5% | 492.2% |
| 05/2025 | 2.21% | 3.1% | 1,151.9 | 0 | 1.6 | -0.6 | 0.71% | 506.6% | 492.7% |
| 04/2025 | 0.63% | 0.87% | 1,129.8 | 0 | 1.1 | -3.4 | 0.71% | 489.3% | 471.5% |
| 03/2025 | -1.06% | 0.24% | 1,127.9 | 0 | 3 | 1.5 | 0.71% | 490.4% | 487.4% |
| 02/2025 | -0.02% | 1.31% | 1,142.2 | 0 | 3.2 | 1.2 | 0.71% | 498% | 474.9% |
| 01/2025 | 1.33% | 1.33% | 1,145 | 0 | 3.8 | 1.3 | 0.71% | 504.1% | 499.2% |
| 12/2024 | 0.83% | 13.69% | 1,133.2 | 0 | 3 | -0.7 | 0.71% | 506.6% | 487.8% |
| 11/2024 | 2.31% | 12.75% | 1,128.2 | 0 | 2.8 | -0.9 | 0.71% | 508% | 499.2% |
| 10/2024 | 0.24% | 10.21% | 1,107 | 0 | 6.4 | 3 | 0.71% | 489% | 484.7% |
| 09/2024 | 1.85% | 9.94% | 1,108.5 | 0 | 1.8 | 1.8 | 0.71% | 494.4% | 482.2% |
| 08/2024 | 1.11% | 7.94% | 1,089 | 0 | 26.7 | 0.5 | 0.71% | 479.3% | 473.4% |
| 07/2024 | 1.5% | 6.76% | 1,104 | 0 | 2.3 | -0.9 | 0.71% | 490.7% | 509.1% |
| 06/2024 | 1.15% | 5.18% | 1,091.5 | 0 | 1.3 | 1.9 | 0.71% | 487% | 502.7% |
| 05/2024 | 1.26% | 3.99% | 1,079.1 | 0 | 2.5 | 2.6 | 0.71% | 483.6% | 511.1% |
| 04/2024 | -1.6% | 2.69% | 1,066.1 | 0 | 2.9 | 4 | 0.71% | 473.7% | 504.1% |
| 03/2024 | 2.2% | 4.36% | 1,082.9 | 0 | 2.7 | 0.8 | 0.71% | 481.7% | 515% |
| 02/2024 | 1.8% | 2.12% | 1,062.2 | 0 | 2.4 | 0.9 | 0.71% | 452.5% | 479.8% |
| 01/2024 | 0.31% | 0.31% | 1,045.5 | 0 | 3.5 | 0.6 | 0.71% | 435.3% | 474.7% |
| 12/2023 | 2.73% | 10.53% | 1,045.8 | 0 | 4.4 | 1.1 | 0.73% | 442.4% | 477.3% |
| 11/2023 | 3.75% | 7.59% | 1,021.8 | 0 | 2 | 0 | 0.73% | 412.1% | 460.1% |
| 10/2023 | -2.48% | 3.7% | 987.4 | 0 | 1.7 | 7 | 0.73% | 398.9% | 470.1% |
| 09/2023 | -1.45% | 6.34% | 1,007.6 | 0 | 2.1 | 2.6 | 0.73% | 401.8% | 451% |
| 08/2023 | -0.35% | 7.91% | 1,022.7 | 0 | 4.3 | -0.3 | 0.73% | 424.7% | 473.2% |
| 07/2023 | 2.52% | 8.28% | 1,031.5 | 0 | 9.8 | 3.7 | 0.73% | 437.9% | 468.6% |
| 06/2023 | 1.7% | 5.62% | 1,012.8 | 0 | 11.8 | 2.3 | 0.73% | 420.3% | 441.8% |
| 05/2023 | 0.99% | 3.86% | 1,005.9 | 0 | 2.5 | -0.3 | 0.73% | 410.8% | 402.8% |
| 04/2023 | 1.61% | 2.84% | 999.4 | 0 | 1.2 | 0.9 | 0.73% | 401.9% | 394.6% |
| 03/2023 | 0.33% | 1.21% | 984.4 | 0 | 3.3 | 10.9 | 0.73% | 387.7% | 385.9% |
| 02/2023 | -1.67% | 0.88% | 974.1 | 0 | 1.1 | -1.9 | 0.73% | 398.2% | 397% |
| 01/2023 | 2.59% | 2.59% | 994.3 | 0 | 3.9 | 20.2 | 0.73% | 408.5% | 380.6% |
| 12/2022 | -2.06% | -8.79% | 953.4 | 0 | 12.8 | 0.3 | 0.76% | 392% | 357.9% |
| 11/2022 | 1.29% | -6.87% | 986.9 | 0 | 18.4 | 2.3 | 0.76% | 399.1% | 352.1% |
| 10/2022 | 2.11% | -8.06% | 991 | 0 | 6.7 | 36 | 0.76% | 393.9% | 332.8% |
| 09/2022 | -4.07% | -9.96% | 942.4 | 0 | 1.5 | -0.5 | 0.76% | 384.6% | 314.1% |
| 08/2022 | -1.1% | -6.13% | 985 | 0 | 3.4 | 0.3 | 0.76% | 420.8% | 323.2% |
| 07/2022 | 3.32% | -5.09% | 999.6 | 0 | 3.3 | 2.4 | 0.76% | 430.3% | 342.5% |
| 06/2022 | -2.29% | -8.14% | 969 | 0 | 5.9 | -0.5 | 0.76% | 427.3% | 355.4% |
| 05/2022 | -2.82% | -5.99% | 998.8 | 0 | 4.1 | 0.3 | 0.76% | 447.6% | 369% |
| 04/2022 | -1.49% | -3.26% | 1,032.3 | 0 | 2.4 | 7 | 0.76% | 471.9% | 378.4% |
| 03/2022 | 0.59% | -1.8% | 1,043.9 | 0 | 4.5 | 0.5 | 0.76% | 486.2% | 391.3% |
| 02/2022 | -0.39% | -2.37% | 1,042.5 | 0 | 6.9 | 5.5 | 0.76% | 474.9% | 373.2% |
| 01/2022 | -1.99% | -1.99% | 1,048.5 | 0 | 4.7 | -0.3 | 0.76% | 479.6% | 375.5% |
| 12/2021 | 1.36% | 16.12% | 1,075.4 | 0 | 9.2 | 0.1 | 0.75% | 505.5% | 409.9% |
| 11/2021 | -0.02% | 14.56% | 1,070.7 | 0 | 4.6 | 2 | 0.75% | 496.3% | 408.8% |
| 10/2021 | 2.66% | 14.58% | 1,074.2 | 0 | 3.4 | 2 | 0.75% | 493.1% | 408.5% |
| 09/2021 | -0.49% | 11.62% | 1,048.4 | 0 | 0.9 | 7 | 0.75% | 463.2% | 393.3% |
| 08/2021 | 1.85% | 12.16% | 1,048.2 | 0 | 5.5 | 28 | 0.75% | 468.4% | 404.6% |
| 07/2021 | 0.5% | 10.13% | 1,007.7 | 0 | 5 | -0.3 | 0.75% | 469.6% | 382.8% |
| 06/2021 | 0.57% | 9.58% | 1,008.6 | 0 | 17.1 | 1 | 0.75% | 475.4% | 397.2% |
| 05/2021 | 1.54% | 8.96% | 1,019.5 | 0 | 7.4 | -1.5 | 0.75% | 473.4% | 392.7% |
| 04/2021 | 2.7% | 7.31% | 1,013.6 | 0 | 3.2 | -2.5 | 0.75% | 472.4% | 421% |
| 03/2021 | 1.77% | 4.48% | 993 | 0 | 3.5 | -5.7 | 0.75% | 454.4% | 408.7% |
| 02/2021 | 1.32% | 2.67% | 985.4 | 0 | 2.8 | 4.6 | 0.75% | 430.2% | 389.3% |
| 01/2021 | 1.33% | 1.33% | 971.5 | 0 | 4.5 | -2.6 | 0.75% | 413.9% | 397.7% |
| 12/2020 | 1.72% | 4.22% | 966.4 | 0 | 18.3 | 37.4 | 0.78% | 358.5% | 349.4% |
| 11/2020 | 4.43% | 2.46% | 931.3 | 0 | 8 | -2.4 | 0.78% | 360.8% | 366.4% |
| 10/2020 | 0.46% | -1.89% | 902.6 | 0 | 6.9 | -0.6 | 0.78% | 354.1% | 347.2% |
| 09/2020 | -1.48% | -2.33% | 906.4 | 0 | 30.3 | -7.3 | 0.78% | 338.4% | 348.6% |
| 08/2020 | 2.89% | -0.87% | 958.9 | 0 | 6 | -159.5 | 0.78% | 376.1% | 386.9% |
| 07/2020 | 2.64% | -3.65% | 1,095.2 | 0 | 4.9 | -1.3 | 0.78% | 401.4% | 412.2% |
| 06/2020 | -0.79% | -6.13% | 1,073.7 | 0 | 6.9 | -0.7 | 0.78% | 396% | 396.9% |
| 05/2020 | 1.32% | -5.38% | 1,090.4 | 0 | 3.4 | -0.2 | 0.78% | 401.3% | 392.8% |
| 04/2020 | 5.04% | -6.61% | 1,080.4 | 0 | 3.4 | -0.3 | 0.78% | 389.8% | 354.2% |
| 03/2020 | -9.42% | -11.1% | 1,032.7 | 0 | 4.4 | 99.6 | 0.78% | 356.4% | 337.8% |
| 02/2020 | -2.28% | -1.85% | 1,028.2 | 0 | 6.3 | -2 | 0.78% | 375.7% | 370.4% |
| 01/2020 | 0.44% | 0.44% | 1,061.1 | 0 | 10.4 | -3 | 0.78% | 395.9% | 372.8% |
| 12/2019 | 0.83% | 11.31% | 1,070.4 | 0 | 9.5 | -3.3 | 0.77% | 399.5% | 351.2% |
| 11/2019 | 0.87% | 10.39% | 1,075.1 | 0 | 10.9 | -0.4 | 0.77% | 400.4% | 357.1% |
| 10/2019 | 1.16% | 9.44% | 1,077.7 | 0 | 2.2 | 0.1 | 0.77% | 401.5% | 349.1% |
| 09/2019 | 1.41% | 8.18% | 1,068.1 | 0 | 10.4 | -6.5 | 0.77% | 394.2% | 345.4% |
| 08/2019 | -0.34% | 6.68% | 1,070.8 | 0 | 4.4 | -6.3 | 0.77% | 386.9% | 346.7% |
| 07/2019 | 0.69% | 7.04% | 1,085.9 | 0 | 2.5 | -1.9 | 0.77% | 376.9% | 327.1% |
| 06/2019 | 1.57% | 6.31% | 1,083.5 | 0 | 6.7 | -0.7 | 0.77% | 395.3% | 324.9% |
| 05/2019 | -1.07% | 4.67% | 1,074.9 | 0 | 9.1 | -11.9 | 0.77% | 380.6% | 321.5% |
| 04/2019 | 1.49% | 5.8% | 1,108.3 | 0 | 16.7 | -2.9 | 0.77% | 413.4% | 353% |
| 03/2019 | 0.41% | 4.25% | 1,112.1 | 0 | 14.1 | 18.6 | 0.77% | 374.7% | 320.7% |
| 02/2019 | 1.15% | 3.82% | 1,103.8 | 0 | 5.8 | -2.5 | 0.77% | 392% | 338.3% |
| 01/2019 | 2.64% | 2.64% | 1,100.2 | 0 | 6.1 | -2 | 0.77% | 380.3% | 326.8% |
| 12/2018 | -3.03% | -1.47% | 1,080.7 | 0 | 4.5 | -8.6 | 0.76% | 390.3% | 342.4% |
| 11/2018 | 0.47% | 1.61% | 1,128.5 | 0 | 5.6 | -2.8 | 0.76% | 402.9% | 322.4% |
| 10/2018 | -1.85% | 1.13% | 1,132.4 | 0 | 4.4 | -74.9 | 0.76% | 391.1% | 287.4% |
| 09/2018 | -0.04% | 3.04% | 1,234.9 | 0 | 4.1 | -0.1 | 0.76% | 469.6% | 335.2% |
| 08/2018 | 1.25% | 3.08% | 1,240.3 | 0 | 9.2 | -3.3 | 0.76% | 470.8% | 335% |
| 07/2018 | 1.2% | 1.81% | 1,238 | 0 | 4.7 | -1.1 | 0.76% | 470.9% | 317.1% |
| 06/2018 | -0.16% | 0.6% | 1,230.2 | 0 | 4.1 | -3.5 | 0.76% | 451.7% | 317.5% |
| 05/2018 | 0.04% | 0.76% | 1,240.4 | 0 | 6.6 | -4.9 | 0.76% | 454.8% | 328.7% |
| 04/2018 | 0.84% | 0.72% | 1,252.1 | 0 | 3 | -2.7 | 0.76% | 453.1% | 332.2% |
| 03/2018 | -0.73% | -0.12% | 1,248.1 | 0 | 3.7 | -6.2 | 0.76% | 444% | 330.5% |
| 02/2018 | -0.9% | 0.62% | 1,268.1 | 0 | 6.6 | -4.8 | 0.76% | 465.2% | 352.6% |
| 01/2018 | 1.53% | 1.53% | 1,292.1 | 0 | 5.9 | 144.8 | 0.76% | 460.7% | 311.9% |
| 12/2017 | 0.95% | 7.11% | 1,136.3 | 0 | 7.4 | -19.3 | 0.73% | 413.5% | 279.2% |
| 11/2017 | 0.78% | 6.1% | 1,151.6 | 0 | 5.7 | -1.5 | 0.73% | 420% | 323.2% |
| 10/2017 | 0.84% | 5.28% | 1,150.6 | 0 | 6.1 | -1.6 | 0.73% | 413.5% | 323.1% |
| 09/2017 | 0.51% | 4.4% | 1,149.5 | 0 | 4.7 | -1.1 | 0.73% | 408.7% | 326% |
| 08/2017 | -0.09% | 3.87% | 1,150.1 | 0 | 6.8 | -2.2 | 0.73% | 390.3% | 321.4% |
| 07/2017 | 1.14% | 3.97% | 1,161.4 | 0 | 9.2 | -0.6 | 0.73% | 396.5% | 315.8% |
| 06/2017 | -0.44% | 2.79% | 1,160.1 | 0 | 4 | -8.7 | 0.73% | 398.8% | 311.9% |
| 05/2017 | 1.03% | 3.25% | 1,178.7 | 0 | 5.6 | -4.9 | 0.73% | 406.7% | 307.3% |
| 04/2017 | 1.11% | 2.2% | 1,178.4 | 0 | 4.2 | -2.7 | 0.73% | 414.2% | 337.1% |
| 03/2017 | 0.15% | 1.07% | 1,172.5 | 0 | 6.5 | 0.7 | 0.73% | 413.2% | 338.9% |
| 02/2017 | 0.47% | 0.92% | 1,177.4 | 0 | 6 | -1.2 | 0.73% | 409.8% | 346.5% |
| 01/2017 | 0.45% | 0.45% | 1,180.2 | 0 | 3.1 | -2.2 | 0.73% | 416% | 374.1% |
| 12/2016 | 0.3% | 2.71% | 1,010.7 | 0 | 9.1 | -3.4 | 0.78% | 354.1% | 349.6% |
| 11/2016 | 0.42% | 2.4% | 1,019.3 | 0 | 4.7 | -66.5 | 0.78% | 355.7% | 339% |
| 10/2016 | 0.26% | 1.98% | 1,086.6 | 0 | 1.7 | -6.6 | 0.78% | 360.9% | 341.3% |
| 09/2016 | -0.39% | 1.71% | 1,092.7 | 0 | 2.8 | -1 | 0.78% | 362.6% | 344.1% |
| 08/2016 | 0.31% | 2.11% | 1,101.5 | 0 | 6.1 | -2.7 | 0.78% | 359.4% | 336.4% |
| 07/2016 | 1.97% | 1.79% | 1,108 | 0 | 3.6 | 1.4 | 0.78% | 367.8% | 352.5% |
| 06/2016 | -0.42% | -0.17% | 1,089 | 0 | 3.2 | 4.2 | 0.78% | 354.6% | 339.6% |
| 05/2016 | 0.47% | 0.25% | 1,093.3 | 0 | 5.3 | -0 | 0.78% | 361.4% | 332.9% |
| 04/2016 | 0.98% | -0.22% | 1,094.2 | 0 | 3.1 | -3.2 | 0.78% | 359.9% | 327.3% |
| 03/2016 | 0.86% | -1.19% | 1,090.6 | 0 | 4.7 | -6.6 | 0.78% | 353.1% | 318.3% |
| 02/2016 | -0.52% | -2.03% | 1,093.1 | 0 | 5.1 | 2.7 | 0.78% | 347.6% | 318.8% |
| 01/2016 | -1.52% | -1.52% | 1,102.2 | 0 | 3.3 | -34.5 | 0.78% | 367.4% | 341.5% |
| 12/2015 | -1.02% | 2.08% | 1,158.3 | 0 | 18.1 | -0.1 | 0.71% | 392% | 339.9% |
| 11/2015 | -0.07% | 3.13% | 1,189.1 | 0 | 4.2 | -4.7 | 0.71% | 416.2% | 349.9% |
| 10/2015 | 2.4% | 3.2% | 1,199.4 | 0 | 5.1 | 1.3 | 0.71% | 429.4% | 363.2% |
| 09/2015 | -1.8% | 0.78% | 1,175.9 | 0 | 2.2 | -6.2 | 0.71% | 382.2% | 320.8% |
| 08/2015 | -1.41% | 2.63% | 1,206.7 | 0 | 4.7 | 31.3 | 0.71% | 385.2% | 325.2% |
| 07/2015 | 1.39% | 4.1% | 1,198 | 0 | 28.8 | 17.6 | 0.71% | 420.9% | 353.9% |
| 06/2015 | -1.98% | 2.67% | 1,193.2 | 0 | 32.3 | 30.6 | 0.71% | 420.1% | 354.7% |
| 05/2015 | 0.45% | 4.74% | 1,219.8 | 0 | 5 | 2.6 | 0.71% | 435.7% | 350.5% |
| 04/2015 | 0.52% | 4.28% | 1,217.7 | -1.9 | 6.8 | 1.3 | 0.71% | 426.8% | 338.4% |
| 03/2015 | 0.76% | 3.74% | 1,219.4 | 0 | 8.7 | 15.2 | 0.71% | 424.1% | 342.1% |
| 02/2015 | 2.37% | 2.95% | 1,204.6 | 0 | 4.2 | 2.1 | 0.71% | 404.4% | 319.1% |
| 01/2015 | 0.57% | 0.57% | 1,179.6 | 1.9 | 3.7 | -4.2 | 0.71% | 345.8% | 268.4% |
| 12/2014 | -1.44% | 5.82% | 1,179.7 | 0 | 2.7 | 26.6 | 0.71% | 348.3% | 267.6% |
| 11/2014 | 1.22% | 7.37% | 1,173.6 | 1.6 | 4.4 | -1.3 | 0.71% | 368.9% | 282.8% |
| 10/2014 | -0.05% | 6.08% | 1,164.4 | 0 | 1.7 | 1.8 | 0.71% | 353.8% | 257.8% |
| 09/2014 | 0.54% | 6.13% | 1,165.7 | 0 | 6 | -1.1 | 0.71% | 358.5% | 255.8% |
| 08/2014 | 2.05% | 5.56% | 1,167.2 | 0 | 3.3 | -173.5 | 0.71% | 355.4% | 240.8% |
| 07/2014 | -0.34% | 3.44% | 414.4 | 0 | 4.7 | 13.9 | 0.71% | 120.9% | 72.9% |
| 06/2014 | -0.12% | 3.79% | 406.8 | 0 | 0.6 | 3.1 | 0.71% | 119.7% | 73.7% |
| 05/2014 | 1.04% | 3.92% | 405.1 | 4 | 0.5 | 18 | 0.71% | 117.7% | 70.3% |
| 04/2014 | 0.24% | 2.85% | 379.8 | 0 | 3 | 2.2 | 0.71% | 112.4% | 68.4% |
| 03/2014 | 1.19% | 2.6% | 379.8 | 0.3 | 2.6 | 3.7 | 0.71% | 113.7% | 68.3% |
| 02/2014 | 1.75% | 1.39% | 372.7 | 0 | 1.3 | 43.4 | 0.71% | 111.7% | 65.6% |
| 01/2014 | -0.35% | -0.35% | 326.3 | -7.8 | 2 | 15.6 | 0.71% | 99.4% | 56.9% |
| 12/2013 | -0.02% | 10.26% | 321.9 | 7.2 | 0.9 | 6.1 | 0.81% | 97.5% | 58.7% |
| 11/2013 | 1.43% | 10.28% | 309.6 | 2.5 | 1.2 | -1.3 | 0.81% | 97.2% | 59.2% |
| 10/2013 | 1.41% | 8.72% | 305.4 | -0.3 | 1 | 5.5 | 0.81% | 95.8% | 55.9% |
| 09/2013 | 2.29% | 7.21% | 297.2 | 0.4 | 0.2 | -0.8 | 0.81% | 94% | 57.2% |
| 08/2013 | -0.46% | 4.81% | 291.3 | -0.2 | 0.5 | -1 | 0.81% | 91.3% | 57.3% |
| 07/2013 | 1.62% | 5.3% | 294.6 | -1.5 | 1.1 | 1.7 | 0.81% | 93.3% | 55.1% |
| 06/2013 | -1.36% | 3.62% | 290.8 | -0.8 | 1.8 | 2 | 0.81% | 87.7% | 49.6% |
| 05/2013 | 1.42% | 5.05% | 296.5 | 2.3 | 1.5 | 3 | 0.81% | 85.4% | 48% |
| 04/2013 | 0.94% | 3.57% | 287.8 | 0 | 1.1 | -0.7 | 0.81% | 84% | 47.5% |
| 03/2013 | 0.3% | 2.61% | 287 | 0 | 0.9 | 3.2 | 0.81% | 83.9% | 45.7% |
| 02/2013 | 1.2% | 2.3% | 283.8 | 0.9 | 1.4 | -2.6 | 0.81% | 83.8% | 45.4% |
| 01/2013 | 1.09% | 1.09% | 283.8 | 1.6 | 1.5 | 0.4 | 0.81% | 80.4% | 45.3% |
| 12/2012 | 0.34% | 11.51% | 281 | 1.7 | 1.5 | -1.6 | 0.92% | 83.6% | 43.3% |
| 11/2012 | 1.27% | 11.13% | 281 | 0.1 | 2.1 | 6 | 0.92% | 81.7% | 41.1% |
| 10/2012 | 2.42% | 9.74% | 273.8 | 0 | 0.9 | 1.4 | 0.92% | 80% | 41.4% |
| 09/2012 | 2.41% | 7.15% | 267 | 0 | 0.2 | -1.9 | 0.92% | 81.5% | 44.5% |
| 08/2012 | 0.41% | 4.63% | 263.1 | 0 | 1.8 | 1.3 | 0.92% | 78.7% | 44.1% |
| 07/2012 | 2.3% | 4.2% | 262.5 | 0 | 1.4 | -2.2 | 0.92% | 78.8% | 44% |
| 06/2012 | -0.51% | 1.86% | 260.4 | 0 | 4.3 | 1.1 | 0.92% | 78.7% | 43.3% |
| 05/2012 | -2.67% | 2.38% | 264.3 | 0 | 0.8 | 0 | 0.92% | 78.7% | 42.3% |
| 04/2012 | 1.24% | 5.19% | 273.4 | 0 | 1.4 | 5.7 | 0.92% | 82.8% | 42.5% |
| 03/2012 | 1.32% | 3.9% | 254.2 | 0 | 2.4 | 0.4 | 0.92% | 80.1% | 41.4% |
| 02/2012 | 0.24% | 2.55% | 254.2 | 0 | 0.7 | -6.7 | 0.92% | 77.9% | 41% |
| 01/2012 | 2.3% | 2.3% | 261.1 | 0 | 0.8 | -1.5 | 0.92% | 79.6% | 38.6% |
| 12/2011 | 0.65% | -2.61% | 257.9 | 0 | 4.9 | -3 | 1% | 77.1% | 38.3% |
| 11/2011 | -1.68% | -3.24% | 264.3 | 0 | 0.9 | 4.7 | 1% | 78.8% | 38.5% |
| 10/2011 | 3.09% | -1.59% | 265.2 | 0 | 0.6 | -0.5 | 1% | 79% | 36.8% |
| 09/2011 | -1.53% | -4.54% | 258.6 | 0 | 0.6 | -1.2 | 1% | 74.8% | 32.9% |
| 08/2011 | -2.46% | -3.06% | 264.5 | 0 | 3.8 | -0.3 | 1% | 76% | 33.2% |
| 07/2011 | 0% | -0.61% | 275.7 | 0 | 1.4 | -1.1 | 1% | 86.1% | 35.3% |
| 06/2011 | -1.25% | -0.61% | 278.4 | 0 | 1.6 | 0.2 | 1% | 85.4% | 34.9% |
| 05/2011 | -0.48% | 0.65% | 283.5 | 0 | 0.5 | 0.2 | 1% | 89.2% | 34.9% |
| 04/2011 | -0.22% | 1.13% | 285.5 | 0 | 0.6 | -0.7 | 1% | 89.1% | 33.7% |
| 03/2011 | 0.35% | 1.35% | 263.4 | 0 | 2.7 | 0 | 1% | 82.8% | 30% |
| 02/2011 | 0.15% | 1% | 265.3 | 0 | 0.6 | 18.2 | 1% | 79.8% | 31.4% |
| 01/2011 | 0.85% | 0.85% | 247.6 | 0 | 0.5 | 6.9 | 1% | 73.9% | 30.7% |
| 12/2010 | 1.55% | 13.29% | 239.9 | 10.8 | 1.2 | -3.1 | 1.06% | 72.6% | 26.4% |
| 11/2010 | -0.43% | 11.56% | 229.7 | 0.2 | 0.6 | -3.1 | 1.06% | 69.7% | 25.7% |
| 10/2010 | 2.73% | 12.04% | 234.3 | 0.2 | 1.8 | 0.3 | 1.06% | 72.5% | 24.5% |
| 09/2010 | 1.96% | 9.06% | 229.6 | 0.6 | 1.5 | 9.9 | 1.06% | 63.6% | 20.7% |
| 08/2010 | 0.96% | 6.97% | 216.5 | 0.1 | 2 | -0.3 | 1.06% | 60.1% | 20% |
| 07/2010 | 2.14% | 5.95% | 215.9 | 0 | 0.8 | 0.8 | 1.06% | 62% | 19.9% |
| 06/2010 | 0.75% | 3.73% | 161 | 0.1 | 1.2 | -5.6 | 1.06% | 45.4% | 14.3% |
| 05/2010 | -2.05% | 2.96% | 166.6 | 0.2 | 0.7 | -1.8 | 1.06% | 46.4% | 14.7% |
| 04/2010 | -0.56% | 5.11% | 172.5 | 0.1 | 2.9 | 0 | 1.06% | 48.1% | 15.1% |
| 03/2010 | 1.59% | 5.7% | 175 | 0.1 | 1.3 | -0.1 | 1.06% | 48% | 14.8% |
| 02/2010 | 1.84% | 4.05% | 175.1 | 0.1 | 0.8 | -0.5 | 1.06% | 45.7% | 14.9% |
| 01/2010 | 2.17% | 2.17% | 173.2 | 0.1 | 1.1 | -9.4 | 1.06% | 46.8% | 16.2% |
| 12/2009 | 0.16% | 47.84% | 180 | 6.7 | 0.4 | -5.3 | 1% | 41.5% | 12.4% |
| 11/2009 | 2.29% | 47.61% | 178.8 | 0.3 | 0.2 | -0.2 | 1% | 40.1% | 14.5% |
| 10/2009 | 2.52% | 44.3% | 175.1 | 0.2 | 0.5 | -1.4 | 1% | 38.4% | 14.2% |
| 09/2009 | 1.46% | 40.76% | 172.6 | 0.3 | 0.4 | -1.6 | 1% | 38.5% | 13.8% |
| 08/2009 | 1.75% | 38.73% | 151.6 | 0.4 | 0.3 | 0 | 1% | 32% | 12.9% |
| 07/2009 | 3.44% | 36.34% | 149 | 0.3 | 0.9 | -0.8 | 1% | 33.4% | 11.4% |
| 06/2009 | 4.83% | 31.81% | 145.6 | 0.1 | 0.4 | -0.8 | 1% | 32.2% | 11.4% |
| 05/2009 | 2.41% | 25.74% | 140.1 | 0.3 | 0.7 | -4.7 | 1% | 28.1% | 10.6% |
| 04/2009 | 6.67% | 22.78% | 142 | 0.1 | 0.9 | -1.5 | 1% | 25.4% | 9.9% |
| 03/2009 | 4.2% | 15.1% | 135.6 | 0.1 | 0.7 | -4.7 | 1% | 22.4% | 8.2% |
| 02/2009 | 1.93% | 10.46% | 135.5 | 0.4 | 0.5 | -38.2 | 1% | 23.3% | 8.9% |
| 01/2009 | 8.37% | 8.37% | 170.6 | 0.1 | 0.6 | -14 | 1% | 27.3% | 8.8% |
| 12/2008 | -1.51% | -25.44% | 171.4 | 2.6 | 0.7 | -9 | 1.17% | 30.2% | 8% |
| 11/2008 | -3.56% | -24.3% | 181.4 | 0.2 | 1.4 | -3.9 | 1.17% | 32.6% | 8.2% |
| 10/2008 | -10.19% | -21.5% | 193.4 | 0.1 | 1 | -10.1 | 1.17% | 42.3% | 10.6% |
| 09/2008 | -7.27% | -12.6% | 227.2 | 0.2 | 0.7 | -12.9 | 1.17% | 57.7% | 12.3% |
| 08/2008 | -0.35% | -5.74% | 259.5 | -7.8 | 1.8 | 4.9 | 1.17% | 68.5% | 16.9% |
| 07/2008 | -1.48% | -5.41% | 265.3 | 8.3 | 0.9 | -2.7 | 1.17% | 66.6% | 16.6% |
| 06/2008 | -1.79% | -3.99% | 264.9 | 0.2 | 0.8 | 3.9 | 1.17% | 63.7% | 17.4% |
| 05/2008 | 1.4% | -2.24% | 266.6 | -0 | 0.8 | 0.5 | 1.17% | 71.2% | 19.4% |
| 04/2008 | 2.03% | -3.59% | 263.4 | 0.2 | 0.6 | 13.2 | 1.17% | 73.8% | 19.7% |
| 03/2008 | -3.62% | -5.51% | 245.8 | 0.3 | 1.5 | 3.3 | 1.17% | 56.7% | 20.3% |
| 02/2008 | 1.02% | -1.96% | 253.1 | -9.3 | 1.3 | 12.9 | 1.17% | 63.1% | 22.9% |
| 01/2008 | -2.95% | -2.95% | 248.4 | 7.2 | 2.2 | 6 | 1.17% | 56.6% | 22.4% |
| 12/2007 | -0.43% | 7.35% | 244.8 | 15.3 | 1 | 1.1 | 1.52% | - | - |
| 11/2007 | -2.11% | 7.81% | 230.7 | 0.3 | 2.2 | 3.4 | 1.52% | - | - |
| 10/2007 | 2.39% | 10.13% | 234.3 | 0.3 | 4 | 11.5 | 1.52% | - | - |
| 09/2007 | 0.56% | 7.56% | 221.5 | 0.3 | 0.7 | 1.3 | 1.52% | - | - |
| 08/2007 | -2.48% | 6.96% | 219.6 | 0.2 | 2.1 | -1.2 | 1.52% | - | - |
| 07/2007 | -0.35% | 9.68% | 228.5 | 0.2 | 0.6 | -2.4 | 1.52% | - | - |
| 06/2007 | 0.63% | 10.07% | 232.3 | 0.3 | 0.5 | -1.6 | 1.52% | - | - |
| 05/2007 | 3.33% | 9.38% | 232.9 | 0.2 | 1.3 | -0.1 | 1.52% | - | - |
| 04/2007 | 2.1% | 5.86% | 226.7 | 0.2 | 0.2 | -0.1 | 1.52% | - | - |
| 03/2007 | 0.69% | 3.68% | 222.3 | 0.7 | 0.4 | -0.9 | 1.52% | - | - |
| 02/2007 | 0.85% | 2.97% | 221.5 | 0.2 | 0.7 | 3.4 | 1.52% | - | - |
| 01/2007 | 2.1% | 2.1% | 217.1 | 0.2 | 0.5 | 48.7 | 1.52% | - | - |
| 12/2006 | -0.61% | 7.52% | 164.7 | 7.9 | 0.6 | -2.1 | 1.54% | - | - |
| 11/2006 | 1.5% | 8.18% | 160.7 | 0.2 | 0.9 | 3.4 | 1.54% | - | - |
| 10/2006 | 1.44% | 6.58% | 155.7 | 0.2 | 0.9 | 12.6 | 1.54% | - | - |
| 09/2006 | 0.05% | 5.07% | 141.9 | 0.4 | 1.2 | 1.1 | 1.54% | - | - |
| 08/2006 | 0.73% | 5.02% | 141.8 | 0.2 | 1.1 | 2.4 | 1.54% | - | - |
| 07/2006 | 1.16% | 4.26% | 139.5 | 0.2 | 0.3 | 1 | 1.54% | - | - |
| 06/2006 | -1.52% | 3.06% | 137.2 | 0.2 | 0.2 | 3.4 | 1.54% | - | - |
| 05/2006 | 0.11% | 4.65% | 136.1 | 0.2 | 0.7 | 1.7 | 1.54% | - | - |
| 04/2006 | 1.94% | 4.54% | 134.9 | 0.1 | 0.1 | 0.8 | 1.54% | - | - |
| 03/2006 | 0.89% | 2.55% | 131.7 | 0 | 1.9 | 1.7 | 1.54% | - | - |
| 02/2006 | -0.38% | 1.64% | 130.9 | 0.1 | 0.4 | 3.5 | 1.54% | - | - |
| 01/2006 | 2.03% | 2.03% | 128.2 | 0.2 | 0.8 | 18.6 | 1.54% | - | - |
| 12/2005 | 0.17% | 14.7% | 108.2 | 9.3 | 2.8 | 4.4 | 1% | - | - |
| 11/2005 | 0.82% | 14.51% | 97.4 | 0.2 | 0.4 | 6.3 | 1% | - | - |
| 10/2005 | 0.62% | 13.58% | 90.6 | 0.1 | 0.3 | 3.4 | 1% | - | - |
| 09/2005 | 1.67% | 12.88% | 86.9 | 0.1 | 0.6 | 6.1 | 1% | - | - |
| 08/2005 | 2.07% | 11.02% | 80 | 0.1 | 0.5 | 3.2 | 1% | - | - |
| 07/2005 | 2.3% | 8.77% | 75.8 | 0.2 | 0.8 | 2.8 | 1% | - | - |
| 06/2005 | -1.65% | 6.32% | 72 | 0.1 | 0.3 | 9.5 | 1% | - | - |
| 05/2005 | 1.16% | 8.11% | 63.8 | 0.1 | 0.2 | 7.2 | 1% | - | - |
| 04/2005 | 2.42% | 6.87% | 56.2 | 0.1 | 0.2 | 5 | 1% | - | - |
| 03/2005 | 0.46% | 4.34% | 50.1 | 0.1 | 0.1 | 8.5 | 1% | - | - |
| 02/2005 | 1.65% | 3.87% | 41.6 | 0 | 0.1 | 7.5 | 1% | - | - |
| 01/2005 | 2.18% | 2.18% | 33.6 | 0.2 | 0.1 | 1.6 | 1% | - | - |
| 12/2004 | 2.76% | - | 31.3 | 13.3 | 0.1 | 2.6 | 0.11% | - | - |
| 11/2004 | 3.48% | - | 15.2 | 1 | 0.1 | 1 | 0.11% | - | - |
| 10/2004 | 3.19% | - | 12.8 | 0 | 0 | 3.6 | 0.11% | - | - |
| 09/2004 | 0.76% | - | 8.9 | 0 | 0 | 1.3 | 0.11% | - | - |
| 08/2004 | 0.14% | - | 7.6 | 0.1 | 0.2 | 0.3 | 0.11% | - | - |
| 07/2004 | -1.35% | - | 7.4 | 0 | 0 | 0 | 0.11% | - | - |
| 06/2004 | 2.8% | - | 7.5 | 0 | 0 | 0.3 | 0.11% | - | - |
| 05/2004 | 0.15% | - | 7 | 0 | 0 | 0.8 | 0.11% | - | - |
| 04/2004 | 0.57% | - | 6.3 | 0 | 0 | 1 | 0.11% | - | - |
| 03/2004 | - | - | 5.2 | -0.4 | 0 | 2.3 | 0.11% | - | - |
| 02/2004 | - | - | 3.3 | 0 | 0 | 0.2 | 0.11% | - | - |
| 01/2004 | - | - | 3.1 | 0 | 0 | 0.1 | 0.11% | - | - |
| 12/2003 | - | - | 2.8 | 0.5 | 0 | 2.2 | - | - | - |
| 11/2003 | - | - | 0 | 0.1 | 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 פיצויים - כללי?
ב-07/2026: -0.51% לחודש, 5% מתחילת השנה, 40.26% ל-3 שנים ו-46.07% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במיטב פיצויים - כללי?
0.71% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מיטב פיצויים - 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.