מיטב בטחון: תשואה, דמי ניהול וסיכון
מיטב בטחון 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
-0.56%
מתחילת השנה
4.93%
3 שנים מצטבר
39.72%
5 שנים מצטבר
46.49%
דמי ניהול מצבירה
0.63%
לשנה
נכסים
22
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: 22 מיליון ש"ח, מקום 222 מתוך 250 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 46.49%, מקום 58 מתוך 165 בקטגוריה; ל-3 שנים: 39.72% (מקום 67 מתוך 192).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,649 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 19,290 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.63% לשנה (מקום 214 מתוך 239 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-11,874 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -14.6% בין 10/2007 ל-11/2008.
- סטיית תקן: 6.23; מדד שארפ: 0.98 (מקום 44 מתוך 165); חשיפה למניות 10.7%, לחו"ל 8.5%, למט"ח 4.3%.
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 | 13.26% | 6.7% | 10.69% | -12.23% | 26.57% | 9.84% | -3.3% | 9.25% | 10.66% | 6.13% | 1.63% | 2.7% | 6.77% | -1.45% | 11.2% | 3.07% | 13.89% | -8.13% | 10.79% | 13.29% | 14.94% |
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) | 22 | 222 / 250 |
| דמי ניהול מצבירה (נמוך = 1) | 0.63% | 214 / 239 |
| תשואה מתחילת השנה | 4.93% | 115 / 238 |
| תשואה 3 שנים | 39.72% | 67 / 192 |
| תשואה 5 שנים | 46.49% | 58 / 165 |
| מדד שארפ | 0.98 | 44 / 165 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- עוצ"מ - אגודה שיתופית לניהול קופות גמל בע"מ - מסלול לבני 50 עד 60 22 מ' ש"ח
- קופת גמל גל לבני 60 ומעלה 22 מ' ש"ח
- מחר גמל מניות 23 מ' ש"ח
- אינפיניטי גמל הלכה 23 מ' ש"ח
- מיטב ביטחון מבטיח תשואה 5.5% 23 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.56% | 4.93% | 22.3 | 0 | 0 | 0 | 0.63% | 10.7% | 8.5% |
| 06/2026 | -0.44% | 5.52% | 22.4 | 0 | 0.1 | 0 | 0.63% | 10.7% | 8.5% |
| 05/2026 | 1.92% | 5.99% | 22.7 | 0 | 0 | -0.1 | 0.63% | 10.7% | 8.2% |
| 04/2026 | 4.1% | 3.99% | 22.3 | 0 | 0 | 0 | 0.63% | 10.4% | 8.3% |
| 03/2026 | -2.84% | -0.11% | 21.5 | 0 | 0 | -0.4 | 0.63% | 9.9% | 7.8% |
| 02/2026 | 0.67% | 2.81% | 22.5 | 0 | 0.1 | -0 | 0.63% | 10.4% | 8.4% |
| 01/2026 | 2.13% | 2.13% | 22.5 | 0 | 0 | -0.4 | 0.63% | 10.4% | 7.8% |
| 12/2025 | 1.01% | 14.94% | 22.5 | 0 | 0.2 | -0 | 0.59% | 10.4% | 8% |
| 11/2025 | 0.83% | 13.8% | 22.5 | 0 | 0 | 0.4 | 0.59% | 10.4% | 8.1% |
| 10/2025 | 1.64% | 12.86% | 21.9 | 0 | 0 | 0.1 | 0.59% | 9.9% | 8.1% |
| 09/2025 | 2.07% | 11.04% | 21.5 | 0 | 0 | -0 | 0.59% | 9.7% | 8% |
| 08/2025 | 0.98% | 8.79% | 21.1 | 0 | 0 | 0 | 0.59% | 9.4% | 7.9% |
| 07/2025 | 1.16% | 7.73% | 21 | 0 | 0.1 | 1 | 0.59% | 9.4% | 7.9% |
| 06/2025 | 3.44% | 6.49% | 19.8 | 0 | 0 | -0.2 | 0.59% | 8.9% | 7.6% |
| 05/2025 | 2.12% | 2.95% | 19.4 | -0 | 0 | 0 | 0.59% | 8.6% | 7.7% |
| 04/2025 | 0.62% | 0.82% | 19.1 | 0 | 0.1 | 0 | 0.59% | 8.3% | 7.3% |
| 03/2025 | -1.16% | 0.19% | 19 | 0 | 0.1 | -0.3 | 0.59% | 8.3% | 7.5% |
| 02/2025 | 0.05% | 1.37% | 19.7 | 0 | 0 | -1.3 | 0.59% | 8.7% | 7.5% |
| 01/2025 | 1.32% | 1.32% | 21 | 0 | 0.1 | -1 | 0.59% | 9.7% | 8.6% |
| 12/2024 | 0.82% | 13.29% | 21.8 | 0 | 0 | 0.1 | 0.45% | 9.7% | 8.5% |
| 11/2024 | 2.38% | 12.37% | 21.6 | 0 | 0 | 2 | 0.45% | 9.7% | 8.6% |
| 10/2024 | 0.2% | 9.76% | 19.2 | 0 | 0 | 0 | 0.45% | 8.4% | 7.4% |
| 09/2024 | 1.81% | 9.54% | 19.1 | 0 | 1.2 | -0 | 0.45% | 8.3% | 7.5% |
| 08/2024 | 1.1% | 7.59% | 20 | 0 | 0.2 | 0 | 0.45% | 8.9% | 8% |
| 07/2024 | 1.52% | 6.42% | 20 | 0 | 0.1 | 1.1 | 0.45% | 8.9% | 8.3% |
| 06/2024 | 1.24% | 4.83% | 18.7 | 0 | 0.1 | 0 | 0.45% | 8.4% | 7.9% |
| 05/2024 | 1.14% | 3.54% | 18.6 | 0.1 | 0.4 | 0 | 0.45% | 8.4% | 8.3% |
| 04/2024 | -1.69% | 2.38% | 18.7 | 0.1 | 0 | 0 | 0.45% | 8.3% | 8.2% |
| 03/2024 | 2.09% | 4.14% | 19 | 0 | 0 | 0 | 0.45% | 8.4% | 8.4% |
| 02/2024 | 1.78% | 2% | 18.6 | 0.1 | 0 | -0.4 | 0.45% | 7.9% | 7.8% |
| 01/2024 | 0.22% | 0.22% | 18.6 | -0 | 0.2 | -0 | 0.45% | 7.8% | 8.2% |
| 12/2023 | 2.92% | 10.79% | 18.8 | 0 | 2.4 | 0 | 0.35% | 7.9% | 8.3% |
| 11/2023 | 3.91% | 7.64% | 20.7 | 0 | 0.1 | -0 | 0.35% | 8.3% | 8.8% |
| 10/2023 | -2.53% | 3.59% | 20 | -0.1 | 0 | 0 | 0.35% | 8.1% | 8.9% |
| 09/2023 | -1.58% | 6.28% | 20.6 | -0.1 | 0 | 0 | 0.35% | 8.3% | 8.7% |
| 08/2023 | -0.33% | 7.99% | 21 | 0 | 0 | -0.2 | 0.35% | 8.7% | 8.8% |
| 07/2023 | 2.52% | 8.34% | 21.3 | 0 | 0.1 | 0 | 0.35% | 9% | 8.8% |
| 06/2023 | 1.78% | 5.68% | 20.8 | 0 | 0.1 | 2.2 | 0.35% | 8.7% | 8.3% |
| 05/2023 | 0.95% | 3.83% | 18.3 | 0 | 0.2 | 0 | 0.35% | 7.5% | 7.1% |
| 04/2023 | 1.58% | 2.86% | 18.3 | 0 | 0.3 | 0 | 0.35% | 7.4% | 6.8% |
| 03/2023 | 0.35% | 1.26% | 18.4 | 0 | 0.1 | 0 | 0.35% | 7.3% | 6.8% |
| 02/2023 | -1.74% | 0.9% | 18.4 | 0 | 0 | -1.1 | 0.35% | 7.5% | 6.9% |
| 01/2023 | 2.69% | 2.69% | 19.9 | 0 | 0.4 | 0 | 0.35% | 8.2% | 7.3% |
| 12/2022 | -1.86% | -8.13% | 19.8 | 0 | 0.6 | 2.9 | 0.35% | 8% | 6.9% |
| 11/2022 | 1.18% | -6.39% | 17.8 | 0 | 0.3 | 0 | 0.35% | 7.3% | 5.9% |
| 10/2022 | 2.22% | -7.48% | 17.9 | 0 | 0.1 | 0.5 | 0.35% | 7.2% | 5.7% |
| 09/2022 | -4.08% | -9.49% | 17.1 | 0 | 0 | 0 | 0.35% | 7% | 5.3% |
| 08/2022 | -1.14% | -5.64% | 17.9 | 0 | 0 | 0.2 | 0.35% | 7.6% | 5.5% |
| 07/2022 | 3.39% | -4.55% | 17.9 | 0 | 0.1 | 0.4 | 0.35% | 7.7% | 5.7% |
| 06/2022 | -2.38% | -7.68% | 17 | 0 | 0.3 | 0 | 0.35% | 7.4% | 5.8% |
| 05/2022 | -2.77% | -5.43% | 17.7 | 0 | 0.1 | -0 | 0.35% | 7.9% | 6.1% |
| 04/2022 | -1.32% | -2.74% | 18.3 | 0 | 0 | 0.3 | 0.35% | 8.6% | 5.6% |
| 03/2022 | 0.66% | -1.44% | 18.3 | 0 | 0 | -0 | 0.35% | 8.8% | 5.8% |
| 02/2022 | -0.5% | -2.08% | 18.2 | 0 | 0.2 | -0 | 0.35% | 8.6% | 5.7% |
| 01/2022 | -1.59% | -1.59% | 18.6 | 0 | 0.2 | 0.3 | 0.35% | 8.5% | 5.7% |
| 12/2021 | 1.5% | 13.89% | 18.8 | 0 | 0 | -0 | 0.32% | 8% | 5.2% |
| 11/2021 | 0.1% | 12.2% | 18.6 | 0 | 0 | 0.1 | 0.32% | 8.5% | 5.8% |
| 10/2021 | 2.52% | 12.09% | 18.4 | 0 | 0.1 | -0 | 0.32% | 8.4% | 5.8% |
| 09/2021 | -0.45% | 9.34% | 18.1 | 0 | 0.1 | -0.8 | 0.32% | 8.2% | 5.9% |
| 08/2021 | 1.58% | 9.83% | 19 | 0 | 0.1 | 0.1 | 0.32% | 8.6% | 6.1% |
| 07/2021 | 0.54% | 8.12% | 18.7 | 0 | 0 | -0.5 | 0.32% | 8.9% | 6.4% |
| 06/2021 | 1.08% | 7.54% | 19.1 | 0 | 0.1 | -0 | 0.32% | 8.9% | 6.4% |
| 05/2021 | 1.1% | 6.39% | 19 | 0 | 0.2 | -0.1 | 0.32% | 8.8% | 6.2% |
| 04/2021 | 1.68% | 5.24% | 19.1 | 0 | 0.1 | 0 | 0.32% | 8.6% | 6.2% |
| 03/2021 | 1.85% | 3.5% | 18.8 | 0 | 0 | 0 | 0.32% | 7.6% | 5.3% |
| 02/2021 | 0.86% | 1.62% | 18.5 | 0 | 0 | 0 | 0.32% | 7.3% | 5.1% |
| 01/2021 | 0.75% | 0.75% | 18.3 | 0 | 0.1 | -0.3 | 0.32% | 7.2% | 5% |
| 12/2020 | 1.44% | 3.07% | 18.6 | 0 | 0 | 0 | 0.32% | 7% | 4.9% |
| 11/2020 | 3.95% | 1.61% | 18.3 | 0 | 0.1 | -0.2 | 0.32% | 6.1% | 4.1% |
| 10/2020 | 0.21% | -2.26% | 17.9 | 0 | 0 | 0.7 | 0.32% | 5.6% | 3.9% |
| 09/2020 | -1.34% | -2.46% | 17.2 | 0 | 0.5 | 0 | 0.32% | 5.6% | 3.9% |
| 08/2020 | 2.22% | -1.14% | 17.9 | 0 | 0 | 0.1 | 0.32% | 5.8% | 4% |
| 07/2020 | 1.64% | -3.28% | 17.5 | 0 | 0.1 | -0.4 | 0.32% | 5.6% | 3.8% |
| 06/2020 | -1.07% | -4.84% | 17.7 | 0 | 0 | -0.1 | 0.32% | 5.4% | 3.7% |
| 05/2020 | 1.16% | -3.81% | 18 | 0 | 0 | 0 | 0.32% | 5.8% | 3.9% |
| 04/2020 | 4.84% | -4.92% | 17.8 | 0 | 0 | -0 | 0.32% | 5.7% | 3.8% |
| 03/2020 | -7.89% | -9.31% | 17 | 0 | 0.4 | 0 | 0.32% | 5.2% | 3.5% |
| 02/2020 | -1.92% | -1.54% | 18.9 | 0 | 0.1 | -0.5 | 0.32% | 6% | 4.1% |
| 01/2020 | 0.39% | 0.39% | 19.8 | 0 | 0 | 0 | 0.32% | 6.5% | 4.4% |
| 12/2019 | 0.66% | 11.2% | 19.8 | 0 | 0.1 | -0 | 0.3% | 7.1% | 4.5% |
| 11/2019 | 0.73% | 10.47% | 19.7 | 0 | 0 | -0 | 0.3% | 6.8% | 4.5% |
| 10/2019 | 1.24% | 9.67% | 19.6 | 0 | 0 | 0 | 0.3% | 7% | 4.6% |
| 09/2019 | 1.44% | 8.32% | 19.3 | 0 | 0.1 | -0 | 0.3% | 6.8% | 4.5% |
| 08/2019 | -0.18% | 6.79% | 19.2 | 0 | 0.6 | -0.1 | 0.3% | 6.7% | 4.4% |
| 07/2019 | 0.59% | 6.98% | 19.9 | 0 | 0.2 | -0.1 | 0.3% | 6.7% | 4.3% |
| 06/2019 | 1.72% | 6.35% | 20.1 | 0 | 0 | -0 | 0.3% | 6.9% | 4.4% |
| 05/2019 | -0.85% | 4.55% | 19.7 | 0 | 0 | -0.2 | 0.3% | 6.6% | 4.3% |
| 04/2019 | 1.34% | 5.45% | 20.1 | 0 | 0 | 0.5 | 0.3% | 6.7% | 4.4% |
| 03/2019 | 0.45% | 4.05% | 19.4 | 0 | 0 | -0.2 | 0.3% | 6.6% | 4.4% |
| 02/2019 | 1.18% | 3.59% | 19.5 | 0 | 0 | -0 | 0.3% | 6.7% | 4.3% |
| 01/2019 | 2.38% | 2.38% | 19.3 | 0 | 0 | -0 | 0.3% | 6.7% | 4.4% |
| 12/2018 | -2.87% | -1.45% | 18.9 | 0 | 0 | -0.4 | 0.32% | 6.5% | 4.3% |
| 11/2018 | 0.47% | 1.47% | 19.9 | 0 | 0 | -0 | 0.32% | 7% | 4.5% |
| 10/2018 | -1.74% | 0.99% | 19.8 | 0 | 0 | -0.3 | 0.32% | 7.1% | 4.5% |
| 09/2018 | 0% | 2.78% | 20.5 | 0 | 0.1 | -0.1 | 0.32% | 7.9% | 4.9% |
| 08/2018 | 1.12% | 2.78% | 20.7 | 0 | 0.1 | -0.1 | 0.32% | 8% | 5% |
| 07/2018 | 1.39% | 1.64% | 20.7 | 0 | 0.3 | -0 | 0.32% | 8% | 5.1% |
| 06/2018 | -0.19% | 0.25% | 20.7 | 0 | 0 | 0.1 | 0.32% | 7.9% | 5.2% |
| 05/2018 | 0.13% | 0.44% | 20.7 | 0 | 0 | -0 | 0.32% | 7.7% | 5% |
| 04/2018 | 0.81% | 0.31% | 20.7 | 0 | 0 | 0 | 0.32% | 8% | 5.3% |
| 03/2018 | -0.81% | -0.5% | 20.5 | 0 | 0.1 | -0.3 | 0.32% | 7.8% | 5.1% |
| 02/2018 | -1.07% | 0.32% | 21.1 | 0 | 0 | -0.3 | 0.32% | 7.8% | 5.2% |
| 01/2018 | 1.4% | 1.4% | 21.6 | 0 | 0 | -0.2 | 0.32% | 7.8% | 5.1% |
| 12/2017 | 0.76% | 6.77% | 21.5 | 0 | 0 | -0.2 | 0.29% | 7.7% | 5.2% |
| 11/2017 | 0.83% | 5.96% | 21.5 | 0 | 0.1 | -0 | 0.29% | 7.5% | 5.1% |
| 10/2017 | 0.95% | 5.09% | 21.4 | 0 | 0.2 | -0 | 0.29% | 7.5% | 5.1% |
| 09/2017 | 0.44% | 4.1% | 21.4 | 0 | 0 | -0.1 | 0.29% | 7.6% | 5.1% |
| 08/2017 | -0.01% | 3.65% | 21.4 | 0 | 0 | 0 | 0.29% | 7.5% | 5.1% |
| 07/2017 | 1.01% | 3.66% | 21.5 | 0 | 0 | -0.4 | 0.29% | 7.5% | 5.1% |
| 06/2017 | -0.42% | 2.62% | 21.6 | 0 | 0.1 | 0.2 | 0.29% | 7.3% | 5% |
| 05/2017 | 0.99% | 3.05% | 21.6 | 0 | 0.1 | -0 | 0.29% | 7.5% | 5% |
| 04/2017 | 1.15% | 2.04% | 21.5 | 0 | 0.3 | -0.3 | 0.29% | 7.6% | 5.1% |
| 03/2017 | 0.15% | 0.88% | 21.8 | 0 | 0 | -0.1 | 0.29% | 7.5% | 5.2% |
| 02/2017 | 0.51% | 0.73% | 21.9 | 0 | 0 | -1.1 | 0.29% | 7.5% | 5.2% |
| 01/2017 | 0.22% | 0.22% | 22.9 | 0 | 0.2 | -0.2 | 0.29% | 7.5% | 5.2% |
| 12/2016 | 0.71% | 2.7% | 23.1 | 0 | 0.5 | 0.7 | 0.37% | 7.6% | 5.4% |
| 11/2016 | 0.32% | 1.97% | 22.8 | 0 | 0.1 | 0.2 | 0.37% | 7.5% | 5.2% |
| 10/2016 | 0.08% | 1.65% | 22.6 | 0 | 0 | -0.3 | 0.37% | 7.5% | 5.2% |
| 09/2016 | -0.45% | 1.57% | 22.9 | 0 | 0 | 0.8 | 0.37% | 7.5% | 5% |
| 08/2016 | 0.33% | 2.03% | 22.2 | 0 | 0.3 | -0 | 0.37% | 7.4% | 5% |
| 07/2016 | 1.87% | 1.69% | 22.4 | 0 | 0 | -0.1 | 0.37% | 7.4% | 5.2% |
| 06/2016 | -0.54% | -0.18% | 22.1 | 0 | 0.2 | 0 | 0.37% | 7.2% | 5.1% |
| 05/2016 | 0.47% | 0.37% | 22.4 | 0 | 0 | 0 | 0.37% | 7.4% | 5.2% |
| 04/2016 | 0.8% | -0.1% | 22.3 | 0.2 | 0 | -0.2 | 0.37% | 7.2% | 5.1% |
| 03/2016 | 0.79% | -0.9% | 22.1 | -0.2 | 0.1 | -1.2 | 0.37% | 7.2% | 5.1% |
| 02/2016 | -0.59% | -1.67% | 23.5 | 0.2 | 0.4 | -0.4 | 0.37% | 7.1% | 5% |
| 01/2016 | -1.09% | -1.09% | 24.3 | 0 | 0.1 | -0.4 | 0.37% | 7.7% | 5.5% |
| 12/2015 | -0.69% | 1.63% | 25.1 | 0 | 0 | -1.4 | 0.39% | 8.6% | 6% |
| 11/2015 | -0.49% | 2.34% | 26.7 | 0 | 0 | -0.3 | 0.39% | 9.5% | 6.8% |
| 10/2015 | 2.49% | 2.85% | 27.1 | 0 | 0 | -0.4 | 0.39% | 9.6% | 6.9% |
| 09/2015 | -1.77% | 0.35% | 26.9 | 0 | 0 | -0 | 0.39% | 8.6% | 6.6% |
| 08/2015 | -1.48% | 2.15% | 27.4 | 0.3 | 0 | -0.7 | 0.39% | 9.2% | 7% |
| 07/2015 | 1.34% | 3.69% | 28.1 | 0 | 0.1 | -0.3 | 0.39% | 10% | 7.3% |
| 06/2015 | -2.15% | 2.32% | 28.1 | 0 | 0 | -1 | 0.39% | 9.9% | 7.3% |
| 05/2015 | 0.49% | 4.57% | 29.7 | 0 | 0.6 | -0.4 | 0.39% | 10.4% | 7.1% |
| 04/2015 | 0.53% | 4.06% | 30.5 | 0 | 0 | 1.7 | 0.39% | 10.6% | 7.4% |
| 03/2015 | 0.52% | 3.51% | 28.7 | 0 | 0.1 | -0.1 | 0.39% | 10.2% | 7.6% |
| 02/2015 | 2.46% | 2.97% | 28.8 | 0 | 0 | -0.3 | 0.39% | 9.7% | 7% |
| 01/2015 | 0.5% | 0.5% | 28.5 | 0 | 0 | 0 | 0.39% | 8.7% | 6% |
| 12/2014 | -1.42% | 6.13% | 28.3 | 0 | 0 | -0.2 | 0.41% | 8.8% | 6% |
| 11/2014 | 1.3% | 7.65% | 28.9 | 0 | 0 | -0 | 0.41% | 9.4% | 6.2% |
| 10/2014 | 0.15% | 6.27% | 28.6 | 0 | 0 | 0 | 0.41% | 8.8% | 5.9% |
| 09/2014 | 0.72% | 6.11% | 28.5 | 0 | 0.2 | 0 | 0.41% | 8.8% | 5.8% |
| 08/2014 | 1.93% | 5.35% | 28.5 | 0 | 0 | 0 | 0.41% | 8.8% | 5.7% |
| 07/2014 | -0.04% | 3.36% | 28 | 0 | 0 | 0 | 0.41% | 8.4% | 5.4% |
| 06/2014 | -0.09% | 3.4% | 28 | 0 | 0.1 | 0 | 0.41% | 8.8% | 5.6% |
| 05/2014 | 1.08% | 3.49% | 28.2 | 0 | 0.1 | 0 | 0.41% | 8.8% | 5.6% |
| 04/2014 | 0.08% | 2.39% | 27.9 | 0 | 0 | -0 | 0.41% | 8.7% | 5.4% |
| 03/2014 | 0.76% | 2.31% | 27.9 | -0 | 0 | 0 | 0.41% | 8.8% | 5.4% |
| 02/2014 | 1.82% | 1.53% | 27.8 | 0 | 0 | -0 | 0.41% | 8.8% | 5.5% |
| 01/2014 | -0.28% | -0.28% | 27.3 | 0 | 0 | -0.3 | 0.41% | 8.7% | 5.5% |
| 12/2013 | 0.11% | 10.66% | 27.7 | 0 | 0.1 | -0.1 | 0.59% | 9% | 5.6% |
| 11/2013 | 1.67% | 10.54% | 27.8 | 0 | 0.2 | -0.1 | 0.59% | 9.3% | 5.9% |
| 10/2013 | 1.47% | 8.72% | 27.7 | 0 | 0.6 | 0 | 0.59% | 9.1% | 5.8% |
| 09/2013 | 2.14% | 7.15% | 27.9 | 0 | 0 | 0 | 0.59% | 9% | 5.6% |
| 08/2013 | -0.48% | 4.9% | 27.3 | 0 | 0 | 0 | 0.59% | 8.7% | 5.4% |
| 07/2013 | 1.8% | 5.41% | 27.5 | 0 | 0 | -0.2 | 0.59% | 8.8% | 5.4% |
| 06/2013 | -1.38% | 3.54% | 27.2 | 0 | 0 | -0.2 | 0.59% | 8.6% | 5.1% |
| 05/2013 | 1.56% | 4.99% | 27.8 | 0 | 0 | -0.1 | 0.59% | 9% | 5.1% |
| 04/2013 | 0.73% | 3.38% | 27.5 | 0 | 0 | -0.1 | 0.59% | 8.6% | 4.9% |
| 03/2013 | 0.53% | 2.63% | 27.3 | 0 | 0 | -0 | 0.59% | 8.7% | 4.8% |
| 02/2013 | 1.15% | 2.09% | 27.2 | 0 | 0.4 | -0.2 | 0.59% | 8.9% | 4.5% |
| 01/2013 | 0.93% | 0.93% | 27.4 | 0 | 0 | -0.1 | 0.59% | 8.1% | 4.5% |
| 12/2012 | -0.13% | 9.25% | 27.3 | 0 | 0.1 | -0.3 | 0.57% | 8.1% | 4.4% |
| 11/2012 | 0.86% | 9.39% | 27.6 | 0 | 0 | 0.8 | 0.57% | 8.2% | 4.5% |
| 10/2012 | 1.72% | 8.46% | 26.6 | 0 | 0 | -0.4 | 0.57% | 8.5% | 4.8% |
| 09/2012 | 2.19% | 6.62% | 26.5 | 0 | 0.1 | -0.7 | 0.57% | 8.6% | 4.9% |
| 08/2012 | 0.44% | 4.34% | 26.8 | 0 | 0.2 | -1.1 | 0.57% | 8.3% | 4.9% |
| 07/2012 | 2.28% | 3.88% | 27.9 | 0 | 0.1 | -0.6 | 0.57% | 8.6% | 5% |
| 06/2012 | -0.53% | 1.57% | 27.9 | 0 | 0.1 | -0 | 0.57% | 8.3% | 4.7% |
| 05/2012 | -2.43% | 2.11% | 28.2 | 0 | 0 | -0.1 | 0.57% | 8.5% | 4.5% |
| 04/2012 | 1.11% | 4.65% | 29 | 0 | 0 | -0 | 0.57% | 9.3% | 4.7% |
| 03/2012 | 1.33% | 3.5% | 28.7 | 0 | 0 | -0 | 0.57% | 9.1% | 4.7% |
| 02/2012 | 0.19% | 2.14% | 28.4 | 0 | 0 | -0.1 | 0.57% | 8.9% | 4.7% |
| 01/2012 | 1.95% | 1.95% | 28.4 | 0 | 0 | -0.2 | 0.57% | 8.9% | 4.4% |
| 12/2011 | 0.75% | -3.3% | 28.1 | 0 | 0.2 | -0.8 | 0.6% | 8.6% | 4.3% |
| 11/2011 | -1.47% | -4.02% | 28.8 | 0 | 0.2 | -0.1 | 0.6% | 8.8% | 4.2% |
| 10/2011 | 2.59% | -2.59% | 29.6 | 0 | 0 | -0.5 | 0.6% | 8.9% | 4.1% |
| 09/2011 | -1.27% | -5.05% | 29.3 | 0 | 0 | -0 | 0.6% | 8.5% | 4% |
| 08/2011 | -2.17% | -3.83% | 29.7 | 0 | 0.2 | -0.4 | 0.6% | 9% | 3.9% |
| 07/2011 | 0.08% | -1.69% | 31 | 0 | 0 | -0.2 | 0.6% | 9.9% | 3.9% |
| 06/2011 | -1.06% | -1.77% | 31.2 | 0 | 0 | -0.5 | 0.6% | 9.8% | 4.1% |
| 05/2011 | -0.41% | -0.72% | 32 | 0 | 0 | -0.4 | 0.6% | 10.1% | 4.3% |
| 04/2011 | -0.11% | -0.31% | 32.6 | 0 | 0.1 | -0.5 | 0.6% | 10.1% | 4.2% |
| 03/2011 | -0.36% | -0.2% | 33.2 | 0 | 0.1 | -0 | 0.6% | 10.5% | 4.2% |
| 02/2011 | 0.07% | 0.16% | 33.4 | 0 | 0.2 | 0 | 0.6% | 10.5% | 4.4% |
| 01/2011 | 0.09% | 0.09% | 33.6 | 0.1 | 0.1 | 0.4 | 0.6% | 10.6% | 3% |
| 12/2010 | 1.18% | 9.84% | 33.2 | 0 | 0.2 | 2.5 | 0.5% | 9.8% | 2.9% |
| 11/2010 | -0.67% | 8.56% | 30.5 | 0 | 0.3 | 0.9 | 0.5% | 9.2% | 2.8% |
| 10/2010 | 2.54% | 9.29% | 30.1 | 0 | 0 | 0.3 | 0.5% | 9.4% | 2.8% |
| 09/2010 | 2.24% | 6.59% | 29.1 | 0 | 0 | 0.1 | 0.5% | 9% | 2.7% |
| 08/2010 | 0.84% | 4.25% | 28.4 | 0 | 0 | 0.4 | 0.5% | 8.3% | 2.6% |
| 07/2010 | 1.88% | 3.38% | 27.7 | 0.5 | 0 | 1.6 | 0.5% | 7.5% | 2.6% |
| 06/2010 | 0.41% | 1.48% | 25.2 | 0 | 0 | 1.1 | 0.5% | 7.1% | 2.5% |
| 05/2010 | -2.03% | 1.06% | 24.1 | 0 | 0 | 0.3 | 0.5% | 6.9% | 2.6% |
| 04/2010 | -0.9% | 3.15% | 24.2 | 0 | 0.1 | 0.5 | 0.5% | 6.4% | 2.1% |
| 03/2010 | 1.87% | 4.09% | 24 | 0 | 0.1 | 1.8 | 0.5% | 6.2% | 2% |
| 02/2010 | 1.39% | 2.18% | 22 | 0 | 0.2 | 0.4 | 0.5% | 5.3% | 2% |
| 01/2010 | 0.78% | 0.78% | 21.5 | 0 | 0.1 | 0.2 | 0.5% | 5.4% | 2.2% |
| 12/2009 | 0.85% | 26.57% | 21.2 | 0.1 | 0.3 | -0.8 | 0.45% | 5.3% | 1.1% |
| 11/2009 | 1.23% | 25.5% | 22 | 0 | 0.1 | 2.9 | 0.45% | 4.7% | 1% |
| 10/2009 | 1.54% | 23.98% | 18.9 | 0.3 | 0 | 0.3 | 0.45% | 4.3% | 1.3% |
| 09/2009 | 2.11% | 22.1% | 18.1 | 0.1 | 0 | 0.5 | 0.45% | 4% | 1.1% |
| 08/2009 | 1.24% | 19.57% | 17.2 | 0 | 0.4 | 0.1 | 0.45% | 3.8% | 1.5% |
| 07/2009 | 2.69% | 18.11% | 17.3 | 0.1 | 0 | 0 | 0.45% | 3.7% | 1.2% |
| 06/2009 | 3.26% | 15.01% | 16.8 | 0 | 0 | 0.2 | 0.45% | 3.3% | 1.2% |
| 05/2009 | 0.68% | 11.38% | 16.1 | 0.2 | 0 | 0 | 0.45% | 3.4% | 1.2% |
| 04/2009 | 3.02% | 10.63% | 15.8 | 0 | 0.1 | 0 | 0.45% | 3.3% | 0.8% |
| 03/2009 | 4.33% | 7.39% | 15.4 | 0 | 0.2 | 0 | 0.45% | 2.9% | 0.5% |
| 02/2009 | 0.47% | 2.93% | 14.9 | 0 | 0.2 | 0 | 0.45% | 2.5% | 1% |
| 01/2009 | 2.45% | 2.45% | 15 | 0 | 0 | 0 | 0.45% | 2.2% | 1.5% |
| 12/2008 | 2.02% | -12.23% | 14.6 | 0.1 | 0.3 | 0 | 0.12% | 1.6% | 1.2% |
| 11/2008 | -2.04% | -13.97% | 14.5 | 0 | 0 | 0 | 0.12% | 2% | 1.2% |
| 10/2008 | -6.44% | -12.18% | 14.8 | 0 | 0 | 0 | 0.12% | 2.3% | 1.8% |
| 09/2008 | -3.9% | -6.13% | 15.8 | 0 | 0 | 0 | 0.12% | 2.6% | 1.5% |
| 08/2008 | 0.02% | -2.32% | 16.4 | 0 | 0 | 0 | 0.12% | 3.3% | 2% |
| 07/2008 | -0.81% | -2.34% | 16.4 | 0 | 0 | 0 | 0.12% | 3.6% | 2.1% |
| 06/2008 | -0.61% | -1.54% | 16.5 | 0 | 0 | 0 | 0.12% | 3.7% | 2.3% |
| 05/2008 | 1.1% | -0.94% | 16.6 | 0 | 0 | 0 | 0.12% | 4.3% | 1.1% |
| 04/2008 | 2.25% | -2.02% | 16.4 | 0 | 0 | 0 | 0.12% | 4% | 0.8% |
| 03/2008 | -2.52% | -4.17% | 16 | 0.3 | 0.1 | 0 | 0.12% | 3.7% | 0.7% |
| 02/2008 | 1.69% | -1.7% | 16.2 | 0 | 0 | 0 | 0.12% | 4.9% | 0.7% |
| 01/2008 | -3.33% | -3.33% | 15.9 | 0 | 0.4 | 0 | 0.12% | 4.3% | 0.9% |
| 12/2007 | 0.91% | 10.69% | 16.8 | 0 | 0 | 0 | 0.11% | - | - |
| 11/2007 | -1.62% | 9.7% | 16.6 | 0 | 0.2 | 0 | 0.11% | - | - |
| 10/2007 | 2.72% | 11.5% | 17.1 | 0 | 0 | 0 | 0.11% | - | - |
| 09/2007 | 2.19% | 8.55% | 16.6 | 0 | 0 | 0 | 0.11% | - | - |
| 08/2007 | -2.26% | 6.22% | 16.2 | 0 | 0 | 0 | 0.11% | - | - |
| 07/2007 | -0.21% | 8.68% | 16.6 | 0 | 0 | 0 | 0.11% | - | - |
| 06/2007 | 0.22% | 8.91% | 16.6 | 0 | 0 | 0 | 0.11% | - | - |
| 05/2007 | 2.7% | 8.67% | 16.5 | 0 | 0.3 | 0 | 0.11% | - | - |
| 04/2007 | 2.42% | 5.81% | 16.4 | 0 | 0 | 0 | 0.11% | - | - |
| 03/2007 | 0.67% | 3.31% | 16 | 0 | 0 | 0 | 0.11% | - | - |
| 02/2007 | 0.8% | 2.62% | 15.8 | 0 | 0 | 0 | 0.11% | - | - |
| 01/2007 | 1.81% | 1.81% | 15.7 | 0 | 0 | 0 | 0.11% | - | - |
| 12/2006 | -0.21% | 6.7% | 15.4 | 0 | 0 | 0 | 0.11% | - | - |
| 11/2006 | 1.5% | 6.92% | 15.4 | 0 | 0 | 0 | 0.11% | - | - |
| 10/2006 | 2.28% | 5.34% | 15.2 | 0 | 0 | 0 | 0.11% | - | - |
| 09/2006 | 0.81% | 3% | 14.8 | 0 | 0 | 0 | 0.11% | - | - |
| 08/2006 | 0.6% | 2.17% | 14.7 | 0 | 0 | 0 | 0.11% | - | - |
| 07/2006 | 0.9% | 1.56% | 14.6 | 0 | 0.3 | 0 | 0.11% | - | - |
| 06/2006 | -2.05% | 0.65% | 14.8 | 0 | 0.1 | 0 | 0.11% | - | - |
| 05/2006 | -0.31% | 2.76% | 15.1 | 0 | 0 | 0 | 0.11% | - | - |
| 04/2006 | 1.89% | 3.08% | 15.1 | 0 | 0 | 0 | 0.11% | - | - |
| 03/2006 | 0.76% | 1.17% | 14.8 | 0 | 0 | 0 | 0.11% | - | - |
| 02/2006 | -0.63% | 0.4% | 14.7 | 0 | 0 | 0 | 0.11% | - | - |
| 01/2006 | 1.04% | 1.04% | 14.8 | 0 | 0 | 0 | 0.11% | - | - |
| 12/2005 | 0.47% | 13.26% | 14.6 | 0 | 0 | 0 | 0.14% | - | - |
| 11/2005 | 0.28% | 12.73% | 14.5 | 0 | 0 | 0 | 0.14% | - | - |
| 10/2005 | 0.46% | 12.41% | 14.5 | 0 | 0 | 0 | 0.14% | - | - |
| 09/2005 | 1.95% | 11.9% | 14.4 | 0 | 0 | 0 | 0.14% | - | - |
| 08/2005 | 1.93% | 9.76% | 14.1 | 0 | 0 | 0 | 0.14% | - | - |
| 07/2005 | 3.08% | 7.68% | 13.8 | 0 | 0 | 0 | 0.14% | - | - |
| 06/2005 | -1.11% | 4.46% | 13.4 | 0 | 0 | 0 | 0.14% | - | - |
| 05/2005 | 1.84% | 5.64% | 13.5 | 0 | 0 | 0 | 0.14% | - | - |
| 04/2005 | 0.88% | 3.73% | 13.2 | 0 | 0 | 0 | 0.14% | - | - |
| 03/2005 | 0.26% | 2.82% | 13.1 | 0 | 0.3 | 0 | 0.14% | - | - |
| 02/2005 | 1.04% | 2.56% | 13.3 | 0 | 0 | 0.1 | 0.14% | - | - |
| 01/2005 | 1.5% | 1.5% | 13.1 | 1.4 | 0.1 | 0 | 0.14% | - | - |
| 12/2004 | 2.51% | - | 11.6 | 0 | 0 | 0 | 0.5% | - | - |
| 11/2004 | 1.81% | - | 11.3 | 0 | 0 | 0 | 0.5% | - | - |
| 10/2004 | 0.11% | - | 11.1 | 0 | 0.1 | 0 | 0.5% | - | - |
| 09/2004 | 0.9% | - | 11.1 | 0 | 0 | 0 | 0.5% | - | - |
| 08/2004 | -0.45% | - | 11 | 0 | 0.1 | 0 | 0.5% | - | - |
| 07/2004 | -0.99% | - | 11.1 | 0 | 0 | 0 | 0.5% | - | - |
| 06/2004 | 1.61% | - | 11.2 | 0 | 0 | 0 | 0.5% | - | - |
| 05/2004 | 1.06% | - | 11 | 0.2 | 0 | 0 | 0.5% | - | - |
| 04/2004 | -0.11% | - | 10.7 | 0 | 0 | 0 | 0.5% | - | - |
| 03/2004 | - | - | 10.7 | 0 | 0 | 0 | 0.5% | - | - |
| 02/2004 | - | - | 10.6 | 0 | 0 | 0 | 0.5% | - | - |
| 01/2004 | - | - | 10.6 | 0 | 0 | 0 | 0.5% | - | - |
| 12/2003 | - | - | 10.6 | 0 | 0 | 0 | - | - | - |
| 11/2003 | - | - | 10.5 | 0 | 0 | 0 | - | - | - |
| 10/2003 | - | - | 10.4 | 0 | 0 | 8 | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של מיטב בטחון?
ב-07/2026: -0.56% לחודש, 4.93% מתחילת השנה, 39.72% ל-3 שנים ו-46.49% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במיטב בטחון?
0.63% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מיטב בטחון 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.