אנליסט השתלמות כללי: תשואה, דמי ניהול וסיכון
אנליסט השתלמות כללי מנוהלת על ידי אנליסט קופות גמל בע"מ (בשליטת אנליסט שירותי ניהול השקעות), בסיווג קרנות השתלמות, פעילה מ-2003; 239 חודשי דיווח מ-09/2006 עד 07/2026.
תשואה 07/2026
-0.46%
מתחילת השנה
5.53%
3 שנים מצטבר
42.07%
5 שנים מצטבר
51.13%
דמי ניהול מצבירה
0.62%
לשנה
נכסים
22,104
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: 22,104 מיליון ש"ח, מקום 8 מתוך 234 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 51.13%, מקום 35 מתוך 152 בקטגוריה; ל-3 שנים: 42.07% (מקום 31 מתוך 164).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 15,113 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 21,064 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.62% לשנה (מקום 171 מתוך 223 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-11,696 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -45.2% בין 05/2007 ל-12/2008.
- סטיית תקן: 6.16; מדד שארפ: 1.11 (מקום 16 מתוך 152); חשיפה למניות 10,838.1%, לחו"ל 6,814.4%, למט"ח 4,160.5%.
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 | 6.08% | -43.71% | 91.32% | 15.8% | -9.65% | 9.31% | 14.06% | 3.38% | 4.62% | 6.17% | 7.97% | -1.84% | 13.44% | 4.09% | 15.63% | -8.24% | 12.09% | 14.52% | 15.1% |
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) | 22,104 | 8 / 234 |
| דמי ניהול מצבירה (נמוך = 1) | 0.62% | 171 / 223 |
| תשואה מתחילת השנה | 5.53% | 78 / 231 |
| תשואה 3 שנים | 42.07% | 31 / 164 |
| תשואה 5 שנים | 51.13% | 35 / 152 |
| מדד שארפ | 1.11 | 16 / 152 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- ילין לפידות קרן השתלמות מסלול כללי 22,176 מ' ש"ח
- כלל השתלמות כללי 23,389 מ' ש"ח
- מגדל השתלמות מסלול כללי 20,724 מ' ש"ח
- הפניקס השתלמות כללי 24,322 מ' ש"ח
- אלטשולר שחם השתלמות כללי 26,819 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.46% | 5.53% | 22,103.9 | 133.5 | 50.3 | 101.7 | 0.62% | 10,838.1% | 6,814.4% |
| 06/2026 | -0.98% | 6.02% | 22,033.1 | 105.4 | 48.1 | 14.6 | 0.62% | 10,675.4% | 6,773.4% |
| 05/2026 | 2.75% | 7.07% | 22,189.9 | 72.4 | 41.4 | -39.9 | 0.62% | 10,717.6% | 6,350.3% |
| 04/2026 | 3.92% | 4.2% | 21,617.5 | 115.6 | 37.1 | -8.1 | 0.62% | 10,490.5% | 6,261.1% |
| 03/2026 | -1.62% | 0.27% | 20,745 | -22 | 48.7 | 277.1 | 0.62% | 9,705.1% | 5,920.8% |
| 02/2026 | 0.19% | 1.92% | 20,889 | 118.9 | 52.6 | 448.1 | 0.62% | 9,776.2% | 6,000.8% |
| 01/2026 | 1.73% | 1.73% | 20,347.8 | 126.1 | 42.6 | 482.3 | 0.62% | 9,571.9% | 5,902.1% |
| 12/2025 | 0.76% | 15.1% | 19,456.8 | 130.5 | 44.4 | 636.5 | 0.61% | 9,058.6% | 5,725.1% |
| 11/2025 | 0.92% | 14.24% | 18,601.5 | 16.2 | 43.1 | 603.5 | 0.61% | 8,661.1% | 5,802.2% |
| 10/2025 | 1.19% | 13.19% | 17,866.7 | 87 | 33.4 | 542.1 | 0.61% | 8,117.7% | 5,680% |
| 09/2025 | 1.85% | 11.86% | 17,076.2 | 180.8 | 39.6 | 505 | 0.61% | 7,931.3% | 5,536.2% |
| 08/2025 | 1.24% | 9.83% | 16,135.2 | 87.2 | 32.6 | 494.5 | 0.61% | 7,464.5% | 5,229.9% |
| 07/2025 | 1.09% | 8.49% | 15,402.5 | 88.8 | 36.5 | 534.1 | 0.61% | 7,090.4% | 4,999.7% |
| 06/2025 | 3.45% | 7.32% | 14,664.1 | 62.2 | 33.5 | 462 | 0.61% | 6,764% | 4,779.7% |
| 05/2025 | 2.1% | 3.74% | 13,701.7 | 127.6 | 32 | 453.6 | 0.61% | 6,281.4% | 4,646% |
| 04/2025 | 0.75% | 1.6% | 12,886.9 | 3.5 | 32.4 | 539 | 0.61% | 5,913% | 4,527.6% |
| 03/2025 | -1.27% | 0.85% | 12,284.3 | 66.9 | 29.9 | 530.4 | 0.61% | 5,577% | 4,378% |
| 02/2025 | 0.22% | 2.14% | 11,876.6 | 140.1 | 29.2 | 349.4 | 0.61% | 5,550.3% | 4,182.1% |
| 01/2025 | 1.92% | 1.92% | 11,399.7 | 79.2 | 29.2 | 260.6 | 0.61% | 5,437.8% | 4,164.6% |
| 12/2024 | 0.9% | 14.52% | 10,884.7 | 133.2 | 38.5 | 131.4 | 0.61% | 5,230.7% | 4,128.6% |
| 11/2024 | 2.57% | 13.5% | 10,569.4 | 59.3 | 40.8 | 48.9 | 0.61% | 5,130.7% | 4,237.2% |
| 10/2024 | 0.52% | 10.66% | 10,244 | 56.8 | 38.3 | 46.9 | 0.61% | 4,902.3% | 4,191.2% |
| 09/2024 | 2.02% | 10.08% | 10,130.7 | 53.5 | 31.1 | 71.4 | 0.61% | 4,821.3% | 4,290.7% |
| 08/2024 | 1.22% | 7.9% | 9,842.5 | 59.8 | 29.8 | 100.6 | 0.61% | 4,620.2% | 4,107.3% |
| 07/2024 | 1.51% | 6.6% | 9,599.3 | 11 | 31 | 190.4 | 0.61% | 4,539.1% | 4,161.8% |
| 06/2024 | 0.98% | 5.02% | 9,293.4 | 50.7 | 28.8 | 226.6 | 0.61% | 4,342.7% | 3,986.6% |
| 05/2024 | 1.14% | 4% | 8,961.2 | 43.7 | 23.1 | 366.2 | 0.61% | 4,158.6% | 3,632.4% |
| 04/2024 | -1.78% | 2.83% | 8,483.3 | 62.6 | 17.7 | 326.7 | 0.61% | 3,932.5% | 3,363.6% |
| 03/2024 | 2.19% | 4.69% | 8,263.8 | 40.2 | 24 | 384 | 0.61% | 3,848.8% | 3,209% |
| 02/2024 | 2.11% | 2.45% | 7,696.3 | 93.4 | 24.6 | 276.9 | 0.61% | 3,462.7% | 2,897.8% |
| 01/2024 | 0.33% | 0.33% | 7,201.2 | 58.9 | 23.1 | 273.1 | 0.61% | 3,203.9% | 2,636.5% |
| 12/2023 | 2.76% | 12.09% | 6,873.6 | 84.6 | 20.8 | 147.3 | 0.6% | 3,130.3% | 2,495.8% |
| 11/2023 | 3.68% | 9.08% | 6,485.5 | 51 | 16.7 | 133.4 | 0.6% | 2,974.5% | 2,389.3% |
| 10/2023 | -2.78% | 5.21% | 6,095.3 | 6.5 | 21.9 | 185 | 0.6% | 2,818.3% | 2,374% |
| 09/2023 | -1.36% | 8.21% | 6,099.8 | 58.7 | 19.3 | 95.6 | 0.6% | 2,886.7% | 2,242.1% |
| 08/2023 | -0.04% | 9.71% | 6,050.6 | 56.3 | 32.6 | 57.6 | 0.6% | 2,949.3% | 2,228.1% |
| 07/2023 | 2.99% | 9.75% | 5,974.9 | 49.9 | 43.4 | 38.5 | 0.6% | 2,946.2% | 2,154.1% |
| 06/2023 | 2% | 6.56% | 5,760.1 | 36.7 | 28.1 | -42.4 | 0.6% | 2,820.6% | 2,092.7% |
| 05/2023 | 1.47% | 4.47% | 5,683.4 | 39.7 | 27.9 | -51.9 | 0.6% | 2,757.4% | 2,063.4% |
| 04/2023 | 1.89% | 2.96% | 5,643.6 | 37.6 | 17.6 | -48 | 0.6% | 2,666.4% | 2,032.3% |
| 03/2023 | 0.64% | 1.05% | 5,569.4 | 34 | 37.6 | -86.9 | 0.6% | 2,586.3% | 1,963.5% |
| 02/2023 | -2.07% | 0.41% | 5,627.4 | 31.2 | 29.8 | -66.4 | 0.6% | 2,554.4% | 1,912% |
| 01/2023 | 2.53% | 2.53% | 5,814 | 30.7 | 23.4 | 20.6 | 0.6% | 2,604.9% | 1,805.1% |
| 12/2022 | -2.45% | -8.24% | 5,646.1 | 38.2 | 15.2 | 64.6 | 0.59% | 2,514.7% | 1,685.9% |
| 11/2022 | 1.18% | -5.93% | 5,701.6 | 41.6 | 19.8 | 112 | 0.59% | 2,588.7% | 1,706.9% |
| 10/2022 | 1.28% | -7.03% | 5,505 | 39.8 | 17.7 | 81 | 0.59% | 2,534.1% | 1,645.2% |
| 09/2022 | -4.01% | -8.21% | 5,335.9 | 29.6 | 13.3 | 55.7 | 0.59% | 2,414.4% | 1,549.8% |
| 08/2022 | -0.53% | -4.37% | 5,488 | 6.3 | 13.3 | 141.9 | 0.59% | 2,549% | 1,574.6% |
| 07/2022 | 3.01% | -3.86% | 5,385.6 | 33.2 | 15.2 | 185.1 | 0.59% | 2,507.3% | 1,592.7% |
| 06/2022 | -2.02% | -6.67% | 5,031 | 29.8 | 17.2 | 250 | 0.59% | 2,269.3% | 1,471% |
| 05/2022 | -3.24% | -4.75% | 4,869.4 | 6 | 15.1 | 184.2 | 0.59% | 2,244.4% | 1,454.2% |
| 04/2022 | -0.69% | -1.56% | 4,853.3 | 49.3 | 9.7 | 232.9 | 0.59% | 2,285.8% | 1,433.3% |
| 03/2022 | 0.63% | -0.87% | 4,614.9 | 52.2 | 10.3 | 160.4 | 0.59% | 2,191.5% | 1,377.7% |
| 02/2022 | -0.74% | -1.49% | 4,385.9 | 41.4 | 8.8 | 80.8 | 0.59% | 2,073.5% | 1,257.4% |
| 01/2022 | -0.76% | -0.76% | 4,306.5 | 18.4 | 10.4 | 56.8 | 0.59% | 2,049.2% | 1,245.9% |
| 12/2021 | 1.85% | 15.63% | 4,276.5 | 41.4 | 7.8 | 51.8 | 0.61% | 2,031.5% | 1,255.5% |
| 11/2021 | 0.31% | 13.53% | 4,116.2 | 27.1 | 8.5 | 32.7 | 0.61% | 1,943.8% | 1,174.5% |
| 10/2021 | 2.87% | 13.18% | 4,054.4 | 10.6 | 9.7 | 71.9 | 0.61% | 2,012.4% | 1,191.2% |
| 09/2021 | -0.75% | 10.02% | 3,871.7 | 33.1 | 7.5 | 25.8 | 0.61% | 1,853.2% | 1,144.1% |
| 08/2021 | 1.26% | 10.85% | 3,851.4 | 26.8 | 8.3 | 31.9 | 0.61% | 1,893.2% | 1,193.6% |
| 07/2021 | 0.35% | 9.47% | 3,755.2 | 23.1 | 9.2 | 2.2 | 0.61% | 1,844.6% | 1,181.7% |
| 06/2021 | 0.56% | 9.09% | 3,728.1 | 18.5 | 12.2 | 2 | 0.61% | 1,823.2% | 1,180.6% |
| 05/2021 | 1.57% | 8.48% | 3,700.8 | 25.5 | 11.1 | -16.6 | 0.61% | 1,832.9% | 1,170.4% |
| 04/2021 | 2.24% | 6.81% | 3,647.5 | 16.6 | 15 | -14.4 | 0.61% | 1,796.9% | 1,166.9% |
| 03/2021 | 2.43% | 4.47% | 3,581.8 | 19.7 | 53.4 | -21.4 | 0.61% | 1,730.1% | 1,135.7% |
| 02/2021 | 0.8% | 1.99% | 3,553.1 | 18.6 | 17.5 | -23.4 | 0.61% | 1,616.8% | 1,084% |
| 01/2021 | 1.18% | 1.18% | 3,548.6 | 19.5 | 10.6 | -32.5 | 0.61% | 1,600.3% | 1,073.8% |
| 12/2020 | 1.43% | 4.09% | 3,532.1 | 36.3 | 11.5 | -52.1 | 0.62% | 1,579% | 1,050% |
| 11/2020 | 4.93% | 2.62% | 3,511.3 | 22.3 | 12.5 | -51.6 | 0.62% | 1,539.2% | 1,032.5% |
| 10/2020 | 0.43% | -2.2% | 3,388.5 | 17.8 | 8.9 | -45.4 | 0.62% | 1,435.7% | 987.6% |
| 09/2020 | -1.86% | -2.62% | 3,411.7 | 20.5 | 10.3 | -37 | 0.62% | 1,431.4% | 1,003.3% |
| 08/2020 | 4.33% | -0.78% | 3,505.6 | 19 | 10.2 | -64.3 | 0.62% | 1,466.3% | 1,046.5% |
| 07/2020 | 2.57% | -4.89% | 3,415.5 | 20.4 | 12.2 | -42.7 | 0.62% | 1,401.8% | 1,004.2% |
| 06/2020 | -1.14% | -7.28% | 3,365.2 | 18.5 | 9.3 | -26.1 | 0.62% | 1,348.3% | 1,017.7% |
| 05/2020 | 0.83% | -6.21% | 3,422.8 | 8.3 | 6 | 9 | 0.62% | 1,356.5% | 1,021.6% |
| 04/2020 | 5.93% | -6.98% | 3,385.2 | 20.7 | 6.9 | -9 | 0.62% | 1,357.9% | 965.3% |
| 03/2020 | -9.69% | -12.19% | 3,192.9 | 9.3 | 21.6 | -64.3 | 0.62% | 1,244.2% | 914% |
| 02/2020 | -3.21% | -2.76% | 3,623.8 | 20.4 | 14.8 | 12.7 | 0.62% | 1,404.8% | 903.8% |
| 01/2020 | 0.46% | 0.46% | 3,727.7 | 48.1 | 6.5 | -30.1 | 0.62% | 1,500.9% | 920.1% |
| 12/2019 | 0.53% | 13.44% | 3,701.2 | 36.9 | 17 | -19.8 | 0.63% | 1,500.9% | 904.7% |
| 11/2019 | 1.16% | 12.85% | 3,683.5 | 21 | 11.6 | -11.3 | 0.63% | 1,515.5% | 892.4% |
| 10/2019 | 1.67% | 11.55% | 3,644.8 | 24.6 | 11.1 | 0.7 | 0.63% | 1,475.8% | 880.5% |
| 09/2019 | 1.22% | 9.72% | 3,572.6 | 22.4 | 12.3 | -11.2 | 0.63% | 1,429.6% | 859.7% |
| 08/2019 | -0.25% | 8.4% | 3,532.4 | 21.2 | 13.6 | -15.3 | 0.63% | 1,401.6% | 844.2% |
| 07/2019 | 0.66% | 8.67% | 3,550.8 | 23.2 | 14.8 | -12.7 | 0.63% | 1,408.3% | 849.3% |
| 06/2019 | 1.81% | 7.96% | 3,533.7 | 24.9 | 17.3 | -20.5 | 0.63% | 1,394% | 858% |
| 05/2019 | -1.07% | 6.04% | 3,485.5 | 22 | 14.3 | -21.7 | 0.63% | 1,331.7% | 822.2% |
| 04/2019 | 1.7% | 7.18% | 3,539.1 | 22.6 | 11.8 | -24.1 | 0.63% | 1,383.1% | 854.1% |
| 03/2019 | 0.84% | 5.39% | 3,494.7 | 23.2 | 16 | -22.9 | 0.63% | 1,327.1% | 833% |
| 02/2019 | 1.53% | 4.51% | 3,483 | 23.4 | 12.9 | -18.3 | 0.63% | 1,342% | 821.3% |
| 01/2019 | 2.94% | 2.94% | 3,440.1 | 22.9 | 14.9 | -26 | 0.63% | 1,352.5% | 813.4% |
| 12/2018 | -3.27% | -1.84% | 3,361.3 | 38.3 | 11.6 | -21.4 | 0.64% | 1,323.6% | 795.7% |
| 11/2018 | 0.12% | 1.48% | 3,471.5 | 22.4 | 12.1 | -19.1 | 0.64% | 1,344.1% | 790.6% |
| 10/2018 | -1.86% | 1.36% | 3,477.9 | 26.6 | 16.2 | -35.4 | 0.64% | 1,317.2% | 792.9% |
| 09/2018 | 0.12% | 3.28% | 3,569.3 | 23.6 | 8.2 | -13.6 | 0.64% | 1,339.9% | 795.1% |
| 08/2018 | 1.85% | 3.16% | 3,566.8 | 22.6 | 12.5 | -21.6 | 0.64% | 1,343.9% | 800.7% |
| 07/2018 | 0.89% | 1.28% | 3,514.9 | 28.3 | 13.7 | -13.5 | 0.64% | 1,299.4% | 794.5% |
| 06/2018 | 0.05% | 0.39% | 3,484.7 | 22.6 | 13.1 | -13.3 | 0.64% | 1,255.5% | 748.8% |
| 05/2018 | 0.48% | 0.34% | 3,488.6 | 25.1 | 16.8 | -8.1 | 0.64% | 1,252.1% | 739.9% |
| 04/2018 | 0.51% | -0.14% | 3,473.7 | 26.5 | 13 | 10.2 | 0.64% | 1,247.1% | 704.2% |
| 03/2018 | -0.88% | -0.65% | 3,434.3 | 25.3 | 11.3 | 24.6 | 0.64% | 1,209.3% | 682.5% |
| 02/2018 | -1.07% | 0.24% | 3,428 | 25.4 | 8.9 | 23.7 | 0.64% | 1,239.3% | 685.4% |
| 01/2018 | 1.32% | 1.32% | 3,426.2 | 23.8 | 12.4 | 33.7 | 0.64% | 1,278.2% | 691.1% |
| 12/2017 | 0.46% | 7.97% | 3,338.8 | 37.4 | 12.2 | 45 | 0.68% | 1,229.7% | 672.2% |
| 11/2017 | 0.43% | 7.47% | 3,255.3 | 25.9 | 12 | 37.9 | 0.68% | 1,193.8% | 618.8% |
| 10/2017 | 0.85% | 7.01% | 3,191.2 | 23 | 13.7 | 37.5 | 0.68% | 1,150.9% | 592.1% |
| 09/2017 | 0.54% | 6.11% | 3,119.6 | 22.1 | 7.9 | 24.8 | 0.68% | 1,131.7% | 584% |
| 08/2017 | 0.52% | 5.54% | 3,065.4 | 21.8 | 11.3 | 45.8 | 0.68% | 1,121.5% | 612.2% |
| 07/2017 | 0.94% | 4.99% | 2,995.2 | 23.7 | 12.1 | 48.4 | 0.68% | 1,125.4% | 568.7% |
| 06/2017 | -1.06% | 4.02% | 2,909.4 | 20.3 | 15.3 | 45.5 | 0.68% | 1,070% | 546.4% |
| 05/2017 | 1.05% | 5.13% | 2,891.4 | 17.7 | 11.2 | 43.2 | 0.68% | 1,090% | 556.3% |
| 04/2017 | 1.32% | 4.04% | 2,813.9 | 19.5 | 11.6 | 37.7 | 0.68% | 1,047.2% | 592.1% |
| 03/2017 | 0.67% | 2.68% | 2,733.6 | 17.9 | 9.4 | 18.2 | 0.68% | 1,044.6% | 582.9% |
| 02/2017 | 1.04% | 2% | 2,690.4 | 20.1 | 11.9 | 19 | 0.68% | 1,014% | 611.5% |
| 01/2017 | 0.95% | 0.95% | 2,637.2 | 18.2 | 16.9 | 8.6 | 0.68% | 1,044.1% | 632.5% |
| 12/2016 | 0.85% | 6.17% | 2,603.8 | 29 | 11.5 | 7.7 | 0.72% | 1,024.3% | 585.7% |
| 11/2016 | 0.44% | 5.27% | 2,558.4 | 18.2 | 11.8 | 1 | 0.72% | 997.9% | 647.8% |
| 10/2016 | 0.29% | 4.81% | 2,541.2 | 22.3 | 7.3 | -4.6 | 0.72% | 946.4% | 636.4% |
| 09/2016 | -0.45% | 4.51% | 2,524.9 | 12.9 | 8.6 | 4.7 | 0.72% | 963.3% | 636.6% |
| 08/2016 | 0.6% | 4.98% | 2,528.7 | 23.5 | 13.8 | -8 | 0.72% | 972.3% | 689.5% |
| 07/2016 | 2.56% | 4.36% | 2,513.6 | 18.4 | 11 | 0.1 | 0.72% | 963.8% | 693.1% |
| 06/2016 | -0.2% | 1.75% | 2,444.8 | 20.4 | 11.9 | -8.6 | 0.72% | 930.8% | 674% |
| 05/2016 | 0.82% | 1.95% | 2,451.1 | 17.6 | 13.5 | -6.5 | 0.72% | 968.8% | 679.1% |
| 04/2016 | 1.08% | 1.13% | 2,435 | 17.7 | 9.3 | -14.8 | 0.72% | 904.9% | 628.6% |
| 03/2016 | 1.81% | 0.04% | 2,416.7 | 18.8 | 15.3 | -21 | 0.72% | 905.2% | 662.4% |
| 02/2016 | -0.47% | -1.73% | 2,392.4 | 17.5 | 8.2 | -25.5 | 0.72% | 894.2% | 663.1% |
| 01/2016 | -1.27% | -1.27% | 2,421.5 | 16.9 | 10 | -36.8 | 0.72% | 924.7% | 707.3% |
| 12/2015 | -0.24% | 4.62% | 541.1 | 5.8 | 1.2 | -5.3 | 0.78% | 230.8% | 117.2% |
| 11/2015 | 0.2% | 4.87% | 543.5 | 4.5 | 1.4 | -1.9 | 0.78% | 238.1% | 118.6% |
| 10/2015 | 1.85% | 4.66% | 541.6 | 3.6 | 2 | -3.9 | 0.78% | 249.2% | 118.5% |
| 09/2015 | -1.79% | 2.76% | 534.3 | 3.4 | 2.1 | -3.7 | 0.78% | 244.7% | 109.7% |
| 08/2015 | -1.58% | 4.63% | 546.9 | 4.3 | 2.2 | -9.3 | 0.78% | 252.8% | 111.3% |
| 07/2015 | 1.93% | 6.31% | 563.2 | 3.7 | 0.8 | -6.6 | 0.78% | 260.3% | 110% |
| 06/2015 | -2.47% | 4.3% | 556.6 | 4.5 | 2.5 | -12.5 | 0.78% | 248.6% | 108.3% |
| 05/2015 | 0.7% | 6.94% | 581.6 | 3.6 | 2.1 | -6.3 | 0.78% | 263.9% | 113% |
| 04/2015 | 0.47% | 6.2% | 582.6 | 3.9 | 1.1 | -9.2 | 0.78% | 260.1% | 109.1% |
| 03/2015 | 1.51% | 5.7% | 586.5 | 4.4 | 1.4 | -7.4 | 0.78% | 258.3% | 106.7% |
| 02/2015 | 3.25% | 4.13% | 582.6 | 4.2 | 2.9 | -5.1 | 0.78% | 250.8% | 106.9% |
| 01/2015 | 0.85% | 0.85% | 568.3 | 5.6 | 2.9 | -4.9 | 0.78% | 235.9% | 96.7% |
| 12/2014 | -3.66% | 3.38% | 566.1 | 9.1 | 2.5 | -3.5 | 0.86% | 234.1% | 94% |
| 11/2014 | 0.7% | 7.31% | 584.7 | 3.8 | 1.1 | -0.7 | 0.86% | 241.4% | 94.3% |
| 10/2014 | -0.84% | 6.57% | 579 | 4.2 | 1.4 | -3.1 | 0.86% | 235.6% | 87.8% |
| 09/2014 | 1.26% | 7.47% | 584.7 | 4.6 | 1.9 | -1 | 0.86% | 240% | 83.6% |
| 08/2014 | 2.16% | 6.13% | 576 | 4.4 | 1 | -6.3 | 0.86% | 235% | 80.1% |
| 07/2014 | -0.43% | 3.89% | 567.1 | 4.5 | 2.7 | 3.2 | 0.86% | 223.6% | 69.5% |
| 06/2014 | -0.53% | 4.34% | 565 | 4.8 | 2.2 | 2.9 | 0.86% | 226.4% | 66.3% |
| 05/2014 | 0.98% | 4.89% | 562.9 | 4 | 1 | 2.9 | 0.86% | 224.6% | 63.7% |
| 04/2014 | 0% | 3.87% | 551.9 | 4.6 | 2.8 | -0.2 | 0.86% | 223.8% | 61.7% |
| 03/2014 | 1.53% | 3.87% | 550.8 | 4.6 | 2.3 | 2.9 | 0.86% | 234.9% | 61.1% |
| 02/2014 | 2.4% | 2.31% | 537.6 | 3.9 | 2 | 0.3 | 0.86% | 235.7% | 60.9% |
| 01/2014 | -0.09% | -0.09% | 523.3 | 3.5 | 2.1 | 2.6 | 0.86% | 226.8% | 60.1% |
| 12/2013 | 0.82% | 14.06% | 520.2 | 7.5 | 3.4 | -1 | 0.98% | 230% | 58.3% |
| 11/2013 | 1.77% | 13.14% | 513.2 | 4.3 | 1.8 | -3.9 | 0.98% | 225.1% | 57.5% |
| 10/2013 | 0.34% | 11.17% | 505.9 | 4.2 | 2.1 | 6.2 | 0.98% | 219.7% | 57.4% |
| 09/2013 | 2.51% | 10.79% | 496.3 | 4 | 3.7 | -0.1 | 0.98% | 220.5% | 55.6% |
| 08/2013 | -0.12% | 8.08% | 484.3 | 3.6 | 1.8 | -2.6 | 0.98% | 219.9% | 54.2% |
| 07/2013 | 2.12% | 8.21% | 486 | 4.1 | 2.7 | -2.4 | 0.98% | 221.5% | 54.2% |
| 06/2013 | -1.56% | 5.96% | 477.3 | 4.3 | 2.5 | -3.2 | 0.98% | 213.5% | 52.6% |
| 05/2013 | 2.42% | 7.64% | 486.6 | 3.7 | 2.5 | -4.8 | 0.98% | 222.2% | 55.1% |
| 04/2013 | 0.86% | 5.1% | 479 | 4.6 | 3.8 | -7.2 | 0.98% | 213.8% | 47.6% |
| 03/2013 | -0.42% | 4.2% | 481.7 | 3.6 | 2.1 | -4.2 | 0.98% | 214.5% | 47% |
| 02/2013 | 1.99% | 4.64% | 486.8 | 4 | 4 | -6.9 | 0.98% | 213.4% | 47.4% |
| 01/2013 | 2.6% | 2.6% | 484.4 | 3.9 | 3.7 | -12.4 | 0.98% | 211.8% | 48.4% |
| 12/2012 | -0.03% | 9.31% | 484.4 | 7.8 | 4.1 | -12.5 | 1.08% | 205.1% | 45.7% |
| 11/2012 | 2.33% | 9.35% | 493.7 | 4.6 | 1.3 | -3.6 | 1.08% | 203.5% | 45.5% |
| 10/2012 | 3.29% | 6.86% | 483.2 | 5.2 | 1.9 | -8.8 | 1.08% | 198.8% | 46% |
| 09/2012 | 2.5% | 3.45% | 473.5 | 3.7 | 2.2 | -7.5 | 1.08% | 191.9% | 47.9% |
| 08/2012 | -0.8% | 0.93% | 468.4 | 4.3 | 2.5 | -6.3 | 1.08% | 181.9% | 47.2% |
| 07/2012 | 1.35% | 1.74% | 477.1 | 5.3 | 2.2 | -7.3 | 1.08% | 182.1% | 46.6% |
| 06/2012 | -2.11% | 0.39% | 475.1 | 4.3 | 3.8 | -5.9 | 1.08% | 182.2% | 43.6% |
| 05/2012 | -4.4% | 2.55% | 491.2 | 5.1 | 4.2 | -2.3 | 1.08% | 186.6% | 41.4% |
| 04/2012 | 2.25% | 7.27% | 515.7 | 4.9 | 2.2 | -0.8 | 1.08% | 202.9% | 43.4% |
| 03/2012 | 2.5% | 4.91% | 502.8 | 4.5 | 1.5 | -5.7 | 1.08% | 196.4% | 41.5% |
| 02/2012 | -1.06% | 2.35% | 493.6 | 4.6 | 2.5 | -3.7 | 1.08% | 194.2% | 40.7% |
| 01/2012 | 3.45% | 3.45% | 501 | 4.5 | 4 | -3.6 | 1.08% | 198.9% | 39.8% |
| 12/2011 | 0.32% | -9.65% | 487.6 | 8.6 | 2.2 | -3.5 | 1.2% | 190.1% | 40% |
| 11/2011 | -3.07% | -9.94% | 483.6 | 5.1 | 2.1 | -3.1 | 1.2% | 191.8% | 38.5% |
| 10/2011 | 4.3% | -7.09% | 499.5 | 5.1 | 1.6 | 0 | 1.2% | 196.2% | 37% |
| 09/2011 | -2.25% | -10.92% | 475.9 | 4.4 | 0.9 | -0.1 | 1.2% | 181.7% | 35.7% |
| 08/2011 | -4.13% | -8.87% | 483.8 | 5 | 2.4 | -7.4 | 1.2% | 185.6% | 35.1% |
| 07/2011 | -1.11% | -4.94% | 510.1 | 5.2 | 2.5 | 0.6 | 1.2% | 184.1% | 29% |
| 06/2011 | -1.93% | -3.88% | 513 | 5.1 | 1.7 | -1.9 | 1.2% | 188.7% | 29.8% |
| 05/2011 | -2.06% | -1.98% | 522.1 | 5.7 | 2.3 | -1.5 | 1.2% | 196.5% | 31.3% |
| 04/2011 | -0.26% | 0.08% | 531.7 | 4 | 1.7 | 4.3 | 1.2% | 203.1% | 31.4% |
| 03/2011 | -0.16% | 0.34% | 526.9 | 4.7 | 2.6 | 0.6 | 1.2% | 203.9% | 30.5% |
| 02/2011 | -0.21% | 0.5% | 525.5 | 4.5 | 2.6 | -1.2 | 1.2% | 203.4% | 32.4% |
| 01/2011 | 0.71% | 0.71% | 526.4 | 4.7 | 3 | 0.6 | 1.2% | 205% | 33.1% |
| 12/2010 | 2.25% | 15.8% | 521 | 9.9 | 1.4 | 3.5 | 1.35% | 178.3% | 5.9% |
| 11/2010 | -1.08% | 13.25% | 498.3 | 4.7 | 2 | 0.2 | 1.35% | 164.9% | 5.7% |
| 10/2010 | 3.87% | 14.48% | 501.4 | 4.8 | 2 | 4.6 | 1.35% | 171.1% | 4.6% |
| 09/2010 | 2.3% | 10.22% | 475.9 | 3.7 | 0.3 | 1.3 | 1.35% | 161.1% | 4.5% |
| 08/2010 | 1.67% | 7.74% | 461.1 | 4.6 | 1.9 | 2.7 | 1.35% | 153.5% | 4.3% |
| 07/2010 | 2.18% | 5.97% | 448.6 | 4 | 2 | -0.4 | 1.35% | 150.3% | 4.4% |
| 06/2010 | 1.15% | 3.71% | 437.8 | 4.3 | 2.1 | -2.5 | 1.35% | 142.7% | 4% |
| 05/2010 | -3.94% | 2.53% | 433.6 | 4.5 | 2.3 | -11.1 | 1.35% | 141.9% | 4.4% |
| 04/2010 | -1.55% | 6.74% | 460.8 | 3.6 | 2.1 | -0.4 | 1.35% | 151.5% | 5% |
| 03/2010 | 1.8% | 8.42% | 467.3 | 4.4 | 2.8 | 1.9 | 1.35% | 156.9% | 6% |
| 02/2010 | 2.72% | 6.5% | 456.1 | 3.1 | 1.9 | -2.6 | 1.35% | 154.2% | 5.7% |
| 01/2010 | 3.68% | 3.68% | 445.7 | 3.3 | 1.2 | -4.6 | 1.35% | 148.6% | 5.6% |
| 12/2009 | 1.17% | 91.32% | 433 | 7.9 | 1.3 | -3.7 | 1.37% | 144.1% | 5.8% |
| 11/2009 | 2.78% | 89.11% | 423.8 | 4.3 | 2.4 | -2.4 | 1.37% | 145% | 6.1% |
| 10/2009 | 4.32% | 83.99% | 413.5 | 4.5 | 1.9 | 0.7 | 1.37% | 144.5% | 5.5% |
| 09/2009 | -1.01% | 76.37% | 393.7 | 4.5 | 2.9 | -1.8 | 1.37% | 138.9% | 5.2% |
| 08/2009 | 2.79% | 78.17% | 398.5 | 4 | 1.5 | -2.4 | 1.37% | 144% | 5.4% |
| 07/2009 | 5.53% | 73.34% | 388.1 | 3.5 | 0.9 | -3.2 | 1.37% | 153% | 5% |
| 06/2009 | 7.27% | 64.25% | 368.9 | 3.6 | 1.2 | 0.6 | 1.37% | 141.4% | 4.9% |
| 05/2009 | 6.26% | 53.12% | 340.5 | 3.4 | 1.4 | 1.6 | 1.37% | 135.6% | 2.3% |
| 04/2009 | 9.67% | 44.1% | 317.3 | 3.5 | 1.3 | -0.6 | 1.37% | 124.1% | 2.2% |
| 03/2009 | 7.2% | 31.4% | 288.2 | 4.8 | 0.5 | -4.4 | 1.37% | 113% | 1.9% |
| 02/2009 | 2.33% | 22.57% | 269.5 | 3.6 | 1.3 | -3.4 | 1.37% | 100% | 1.8% |
| 01/2009 | 19.78% | 19.78% | 264.9 | 3.6 | 2.7 | -7 | 1.37% | 98.5% | 1.8% |
| 12/2008 | -10.08% | -43.71% | 226.7 | 6.6 | 2.3 | -8.9 | 1.6% | 80.4% | 1.5% |
| 11/2008 | -6.78% | -37.4% | 257.3 | 4.3 | 2.8 | -8.3 | 1.6% | 94.7% | 1.5% |
| 10/2008 | -17.87% | -32.84% | 284.3 | 4.4 | 3.1 | -6 | 1.6% | 108.5% | 2.1% |
| 09/2008 | -9.17% | -18.23% | 351.3 | 4.7 | 4.2 | -13.9 | 1.6% | 141.1% | 2.5% |
| 08/2008 | -1.26% | -9.98% | 401.7 | 4.6 | 1.8 | -4.8 | 1.6% | 157.5% | 3.4% |
| 07/2008 | -3.3% | -8.83% | 409.4 | 6 | 2.8 | -10.2 | 1.6% | 162.9% | 3.7% |
| 06/2008 | -3.85% | -5.72% | 431.4 | 4.8 | 2.4 | -5.3 | 1.6% | 165.8% | 3.1% |
| 05/2008 | 3.16% | -1.94% | 452.4 | 4.7 | 2.4 | -5.1 | 1.6% | 176.5% | 3.7% |
| 04/2008 | 2.29% | -4.94% | 441.8 | 4.8 | 1.8 | -4.7 | 1.6% | 165.1% | 4.4% |
| 03/2008 | -4.61% | -7.07% | 434.2 | 5 | 2 | -10.6 | 1.6% | 151.3% | 4.6% |
| 02/2008 | 1.12% | -2.58% | 463.7 | 6.3 | 2.2 | -5.3 | 1.6% | 141.3% | 4.6% |
| 01/2008 | -3.66% | -3.66% | 460.5 | 4.1 | 3.5 | -0.4 | 1.6% | 138.4% | 4.9% |
| 12/2007 | -0.23% | 6.08% | 478.4 | 11.8 | 2.5 | 2.7 | 1.46% | - | - |
| 11/2007 | -2.01% | 6.32% | 468.3 | 4.9 | 1.1 | 0.9 | 1.46% | - | - |
| 10/2007 | 2.91% | 8.5% | 473.9 | 5.3 | 0.8 | 2.2 | 1.46% | - | - |
| 09/2007 | 0.62% | 5.43% | 454.5 | 4.5 | 1.7 | 3.7 | 1.46% | - | - |
| 08/2007 | -3.53% | 4.78% | 445.9 | 4.8 | 2.7 | 8.7 | 1.46% | - | - |
| 07/2007 | 0% | 8.62% | 451.8 | 4.9 | 2.1 | 16.3 | 1.46% | - | - |
| 06/2007 | -0.37% | 8.62% | 433.4 | 5 | 1.4 | 20.3 | 1.46% | - | - |
| 05/2007 | 2.09% | 9.02% | 411.7 | 4.7 | 2.4 | 29.3 | 1.46% | - | - |
| 04/2007 | 2.67% | 6.79% | 372.7 | 3.8 | 1 | 17.8 | 1.46% | - | - |
| 03/2007 | -0.11% | 4.01% | 343.3 | 3.9 | 1.4 | 23.2 | 1.46% | - | - |
| 02/2007 | 1.28% | 4.13% | 318.5 | 3.9 | 1.9 | 32.6 | 1.46% | - | - |
| 01/2007 | 2.81% | 2.81% | 280.7 | 2.3 | 0.7 | 29.2 | 1.46% | - | - |
| 12/2006 | -0.02% | 20.57% | 243.2 | 7.8 | 0.8 | 23.2 | 1.7% | - | - |
| 11/2006 | 1.83% | 20.6% | 213.5 | 2.2 | 0.4 | 23.4 | 1.7% | - | - |
| 10/2006 | 4.49% | 18.43% | 184.9 | 1.9 | 0.7 | 15.7 | 1.7% | - | - |
| 09/2006 | 0.87% | 13.34% | 160.7 | 1.7 | 0.5 | 8.7 | 1.7% | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של אנליסט השתלמות כללי?
ב-07/2026: -0.46% לחודש, 5.53% מתחילת השנה, 42.07% ל-3 שנים ו-51.13% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול באנליסט השתלמות כללי?
0.62% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם אנליסט 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.