אנליסט השתלמות מניות: תשואה, דמי ניהול וסיכון
אנליסט השתלמות מניות 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
-1.42%
מתחילת השנה
8.05%
3 שנים מצטבר
65.48%
5 שנים מצטבר
77.51%
דמי ניהול מצבירה
0.63%
לשנה
נכסים
17,159
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: 17,159 מיליון ש"ח, מקום 10 מתוך 234 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 77.51%, מקום 10 מתוך 152 בקטגוריה; ל-3 שנים: 65.48% (מקום 18 מתוך 164).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 17,751 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 34,351 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.63% לשנה (מקום 180 מתוך 223 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: -53.5% בין 10/2007 ל-12/2008.
- סטיית תקן: 12.19; מדד שארפ: 0.95 (מקום 52 מתוך 152); חשיפה למניות 17,262.7%, לחו"ל 10,979.6%, למט"ח 4,720.3%.
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 | 10.5% | -51.81% | 108.28% | 19.09% | -19.63% | 10.24% | 17.85% | 6.98% | 3.41% | 8.24% | 13.29% | -4.33% | 30.22% | 14.72% | 26.18% | -18.39% | 22.96% | 23.45% | 20.74% |
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) | 17,159 | 10 / 234 |
| דמי ניהול מצבירה (נמוך = 1) | 0.63% | 180 / 223 |
| תשואה מתחילת השנה | 8.05% | 30 / 231 |
| תשואה 3 שנים | 65.48% | 18 / 164 |
| תשואה 5 שנים | 77.51% | 10 / 152 |
| מדד שארפ | 0.95 | 52 / 152 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הראל השתלמות כללי 15,633 מ' ש"ח
- מור קרן השתלמות לשכירים ולעצמאים - מניות 14,338 מ' ש"ח
- מנורה מבטחים השתלמות מסלול כללי 13,853 מ' ש"ח
- מגדל השתלמות מסלול כללי 20,724 מ' ש"ח
- ילין לפידות קרן השתלמות מסלול מניות 12,744 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -1.42% | 8.05% | 17,159.3 | 129.2 | 19.8 | -99.9 | 0.63% | 17,262.7% | 10,979.6% |
| 06/2026 | -2.53% | 9.61% | 17,406.6 | 113.1 | 30.9 | -112.4 | 0.63% | 17,389.8% | 11,124.4% |
| 05/2026 | 4.07% | 12.46% | 17,899.3 | 118.4 | 24.5 | -137 | 0.63% | 17,802.5% | 10,631.4% |
| 04/2026 | 8.82% | 8.06% | 17,251.1 | 117.5 | 18.1 | -141.8 | 0.63% | 17,127.9% | 10,149.7% |
| 03/2026 | -4.16% | -0.7% | 15,900.7 | 99.6 | 19.1 | -123.6 | 0.63% | 15,899.6% | 9,513.2% |
| 02/2026 | 0.29% | 3.61% | 16,644.1 | 137.6 | 30.4 | -75 | 0.63% | 16,613.9% | 9,712.6% |
| 01/2026 | 3.31% | 3.31% | 16,573 | 132.5 | 24 | -24.5 | 0.63% | 16,473% | 9,687% |
| 12/2025 | 1.01% | 20.74% | 15,970.8 | 166.1 | 23.8 | -1.1 | 0.63% | 15,940.4% | 10,076.4% |
| 11/2025 | 0.88% | 19.53% | 15,680.2 | 102.6 | 23.3 | 81.4 | 0.63% | 15,596.9% | 10,848.7% |
| 10/2025 | 2.07% | 18.49% | 15,390.4 | 108.7 | 19.6 | 174.9 | 0.63% | 15,173.9% | 10,801% |
| 09/2025 | 3.49% | 16.08% | 14,825.3 | 119.4 | 20.7 | 159.5 | 0.63% | 14,729.1% | 10,791% |
| 08/2025 | 0.97% | 12.17% | 14,078.8 | 119.2 | 20.6 | 153.9 | 0.63% | 13,885% | 10,247.8% |
| 07/2025 | 2.11% | 11.09% | 13,700.5 | 111.9 | 23.8 | 255.2 | 0.63% | 13,500.8% | 9,991.1% |
| 06/2025 | 5.26% | 8.79% | 13,086 | 83.2 | 22.1 | 189.1 | 0.63% | 12,719.3% | 9,545.1% |
| 05/2025 | 5.19% | 3.36% | 12,196 | 121.4 | 17 | 195 | 0.63% | 11,880.2% | 9,039.5% |
| 04/2025 | -0.06% | -1.74% | 11,313.6 | 60.1 | 15.7 | 286.8 | 0.63% | 11,011.7% | 8,702.5% |
| 03/2025 | -3.04% | -1.68% | 10,985.3 | 101.3 | 18 | 301.6 | 0.63% | 10,738.4% | 8,618.5% |
| 02/2025 | -1.63% | 1.4% | 10,943.8 | 111.6 | 21 | 275.8 | 0.63% | 10,608% | 8,387.9% |
| 01/2025 | 3.08% | 3.08% | 10,765.9 | 113.9 | 14.8 | 265 | 0.63% | 10,432.4% | 8,350.2% |
| 12/2024 | 0.26% | 23.45% | 10,093.1 | 152 | 21.8 | 217.2 | 0.63% | 9,862% | 7,953.2% |
| 11/2024 | 4.12% | 23.13% | 9,729.2 | 80.6 | 20.3 | 126.6 | 0.63% | 9,499.4% | 7,586.2% |
| 10/2024 | 0.29% | 18.25% | 9,169.9 | 94.3 | 19.4 | 92.4 | 0.63% | 8,941.1% | 7,212.6% |
| 09/2024 | 3.27% | 17.91% | 8,982.5 | 66 | 19.4 | 107.9 | 0.63% | 8,820.4% | 7,329.2% |
| 08/2024 | 0.78% | 14.18% | 8,549.8 | 84.2 | 13.8 | 77.7 | 0.63% | 8,381% | 6,976.1% |
| 07/2024 | 1.27% | 13.29% | 8,340 | 68.4 | 16.5 | 159.1 | 0.63% | 8,314.3% | 7,188.4% |
| 06/2024 | 2.79% | 11.87% | 8,031.8 | 68.5 | 13.8 | 195.6 | 0.63% | 7,878.5% | 6,827% |
| 05/2024 | 2.93% | 8.84% | 7,573.7 | 59.6 | 16.4 | 307.7 | 0.63% | 7,371.5% | 5,985.2% |
| 04/2024 | -3.48% | 5.74% | 7,021.6 | 79.9 | 8.7 | 241.4 | 0.63% | 6,791.2% | 5,458.9% |
| 03/2024 | 3.7% | 9.55% | 6,957.6 | 54.3 | 10 | 340.7 | 0.63% | 6,752.4% | 5,337% |
| 02/2024 | 4.71% | 5.64% | 6,335.9 | 101.4 | 10.5 | 221.1 | 0.63% | 6,055.9% | 4,746.9% |
| 01/2024 | 0.89% | 0.89% | 5,753.1 | 90.5 | 9.7 | 224.9 | 0.63% | 5,538.4% | 4,314.6% |
| 12/2023 | 4.05% | 22.96% | 5,402.6 | 104.7 | 6.3 | 100.8 | 0.61% | 5,221.9% | 4,018.3% |
| 11/2023 | 6.31% | 18.18% | 5,001.8 | 56.7 | 7.4 | 74.4 | 0.61% | 4,845.1% | 3,763.9% |
| 10/2023 | -3.23% | 11.16% | 4,589.6 | 34.2 | 8.6 | 126.9 | 0.61% | 4,436.6% | 3,455.1% |
| 09/2023 | -3.29% | 14.87% | 4,590.4 | 55.1 | 6.6 | 119.5 | 0.61% | 4,425.9% | 3,384.2% |
| 08/2023 | -0.74% | 18.78% | 4,577.8 | 69.4 | 14.8 | 146.5 | 0.61% | 4,388% | 3,351.1% |
| 07/2023 | 4.75% | 19.67% | 4,409.1 | 71 | 10.4 | 70.9 | 0.61% | 4,276.5% | 3,261.4% |
| 06/2023 | 4.07% | 14.24% | 4,083.3 | 54.2 | 7.1 | 22.8 | 0.61% | 4,034.5% | 3,089% |
| 05/2023 | 2.22% | 9.77% | 3,857.7 | 59.3 | 8 | 4.1 | 0.61% | 3,763.9% | 2,853.6% |
| 04/2023 | 2.97% | 7.39% | 3,721.2 | 49.8 | 6.6 | -12.6 | 0.61% | 3,641.4% | 2,763.4% |
| 03/2023 | 1.62% | 4.29% | 3,585.8 | 43 | 12.9 | -19 | 0.61% | 3,516.8% | 2,655.5% |
| 02/2023 | -1.96% | 2.63% | 3,519.3 | 54.8 | 8.6 | -22 | 0.61% | 3,456.8% | 2,588.7% |
| 01/2023 | 4.68% | 4.68% | 3,566.9 | 52.8 | 7 | 33.3 | 0.61% | 3,437.7% | 2,511.7% |
| 12/2022 | -5.2% | -18.39% | 3,332.3 | 58.1 | 5.3 | 35 | 0.57% | 3,261.6% | 2,351.8% |
| 11/2022 | 2.74% | -13.91% | 3,425.3 | 53.7 | 4.9 | 65.5 | 0.57% | 3,314.4% | 2,354.4% |
| 10/2022 | 3.7% | -16.21% | 3,222.5 | 45.8 | 4.2 | 41.9 | 0.57% | 3,124.2% | 2,145.1% |
| 09/2022 | -7.73% | -19.2% | 3,027 | 46.7 | 4.8 | 49.8 | 0.57% | 2,954.1% | 1,995% |
| 08/2022 | -2.06% | -12.43% | 3,188.1 | 43.3 | 5 | 108.2 | 0.57% | 3,114% | 2,048.3% |
| 07/2022 | 7.19% | -10.59% | 3,111.3 | 43 | 3.7 | 91.7 | 0.57% | 2,959.9% | 1,985.9% |
| 06/2022 | -5.67% | -16.58% | 2,778 | 39.5 | 4.9 | 114.9 | 0.57% | 2,679.7% | 1,816.3% |
| 05/2022 | -4.86% | -11.57% | 2,790.1 | 32.4 | 4.2 | 104.4 | 0.57% | 2,654.5% | 1,818% |
| 04/2022 | -3.2% | -7.05% | 2,793.2 | 39.8 | 3.5 | 151.3 | 0.57% | 2,707.1% | 1,813% |
| 03/2022 | 1.85% | -3.98% | 2,694.9 | 30.9 | 4.7 | 157.8 | 0.57% | 2,588.5% | 1,750.2% |
| 02/2022 | -2.05% | -5.72% | 2,462.7 | 44.7 | 6.1 | 121.5 | 0.57% | 2,356.1% | 1,544.3% |
| 01/2022 | -3.75% | -3.75% | 2,353 | 35 | 2.5 | 110.9 | 0.57% | 2,278.6% | 1,501.3% |
| 12/2021 | 3.81% | 26.18% | 2,298.7 | 48.7 | 3.2 | 141.6 | 0.6% | 2,221.9% | 1,467.7% |
| 11/2021 | 0.68% | 21.54% | 2,032.6 | 37.4 | 2.7 | 101.6 | 0.6% | 1,975.2% | 1,304.3% |
| 10/2021 | 5.29% | 20.72% | 1,886.3 | 2.4 | 1.2 | 126.3 | 0.6% | 1,818.9% | 1,196.1% |
| 09/2021 | -2.68% | 14.66% | 1,668.4 | 35.6 | 1.1 | 54.9 | 0.6% | 1,594% | 1,078.3% |
| 08/2021 | 2.56% | 17.82% | 1,624.8 | 10.5 | 1.7 | 117 | 0.6% | 1,574% | 1,080.8% |
| 07/2021 | 1.18% | 14.87% | 1,460.4 | 19.9 | 1.7 | 88.6 | 0.6% | 1,404% | 972.4% |
| 06/2021 | 1.81% | 13.53% | 1,337.9 | 15.4 | 2.8 | 112.1 | 0.6% | 1,283.9% | 863.9% |
| 05/2021 | 0.62% | 11.52% | 1,191.1 | 15.8 | 0.5 | 84.9 | 0.6% | 1,138% | 737.2% |
| 04/2021 | 4.64% | 10.83% | 1,083.8 | 10.8 | 0.9 | 74.8 | 0.6% | 1,046.2% | 700.4% |
| 03/2021 | 3.4% | 5.91% | 954.5 | 14.7 | 1.6 | 82.1 | 0.6% | 914.7% | 609.6% |
| 02/2021 | 1.7% | 2.43% | 830.4 | 11.7 | 1 | 67 | 0.6% | 797.7% | 524.6% |
| 01/2021 | 0.72% | 0.72% | 741.9 | 13.7 | 1.2 | 64.2 | 0.6% | 707.4% | 438.9% |
| 12/2020 | 3.15% | 14.72% | 661.7 | 17.1 | 1.5 | 45.9 | 0.62% | 637% | 379.7% |
| 11/2020 | 8.62% | 11.22% | 581 | 8 | 0.9 | 28.2 | 0.62% | 555.5% | 332.3% |
| 10/2020 | -0.34% | 2.39% | 502.2 | 4.6 | 1 | 17.7 | 0.62% | 479% | 292.1% |
| 09/2020 | -4.08% | 2.74% | 483.2 | 6.8 | 1 | 7.2 | 0.62% | 465.9% | 292.7% |
| 08/2020 | 7.87% | 7.11% | 490.4 | 3.4 | 0.6 | 16.4 | 0.62% | 476% | 295.1% |
| 07/2020 | 5.32% | -0.71% | 436.5 | 3.6 | 0.3 | 11.5 | 0.62% | 420% | 254.9% |
| 06/2020 | 0.9% | -5.72% | 400.4 | 5.7 | 0.8 | 15.5 | 0.62% | 390.3% | 236.9% |
| 05/2020 | 3.54% | -6.56% | 377 | -0.7 | 0.3 | 18.1 | 0.62% | 365.2% | 209.1% |
| 04/2020 | 11.63% | -9.76% | 347.3 | 4.8 | 0 | 22.6 | 0.62% | 333% | 182.3% |
| 03/2020 | -14.67% | -19.16% | 285.3 | -2 | 0.9 | -3.1 | 0.62% | 277.8% | 146.8% |
| 02/2020 | -7.58% | -5.26% | 340.5 | 7.4 | 0.8 | 9.1 | 0.62% | 334.4% | 171.4% |
| 01/2020 | 2.51% | 2.51% | 352.9 | 6.3 | 1.1 | 3 | 0.62% | 342.7% | 174.7% |
| 12/2019 | 1.2% | 30.22% | 336.5 | 6.6 | 0.4 | 13.1 | 0.64% | 328% | 167.7% |
| 11/2019 | 2.81% | 28.67% | 313.6 | 3 | 0.5 | 10.7 | 0.64% | 304.4% | 151.5% |
| 10/2019 | 3.06% | 25.16% | 292.1 | 3 | 0.5 | 7 | 0.64% | 281.6% | 138.8% |
| 09/2019 | 2.76% | 21.44% | 274.3 | 2.7 | 0.5 | 7 | 0.64% | 270.1% | 131.2% |
| 08/2019 | -0.18% | 18.18% | 258 | 2.2 | 0.3 | 4.4 | 0.64% | 255.2% | 121.9% |
| 07/2019 | 1.71% | 18.39% | 252.2 | 2.3 | 0.3 | 8 | 0.64% | 246.8% | 116.7% |
| 06/2019 | 3.77% | 16.4% | 238.3 | 2.5 | 1.4 | 4.9 | 0.64% | 233.4% | 108% |
| 05/2019 | -2.67% | 12.17% | 223.9 | 2.5 | 1 | 2.7 | 0.64% | 220.8% | 97.5% |
| 04/2019 | 3.88% | 15.25% | 225.8 | 2.1 | 0.9 | 2.8 | 0.64% | 224.4% | 100.7% |
| 03/2019 | 1.12% | 10.94% | 213.6 | 2.1 | 0.2 | -1.3 | 0.64% | 212.5% | 92.8% |
| 02/2019 | 3.75% | 9.72% | 210.7 | 2.1 | 0.6 | -2 | 0.64% | 208.9% | 87.1% |
| 01/2019 | 5.75% | 5.75% | 203.6 | 1.9 | 0.5 | -0.2 | 0.64% | 197.4% | 75.2% |
| 12/2018 | -6.26% | -4.33% | 191.4 | 3.9 | 0.7 | -4.7 | 0.67% | 188.1% | 72.1% |
| 11/2018 | 0.57% | 2.06% | 205.8 | 2.2 | 0.7 | -1.4 | 0.67% | 200.6% | 78.6% |
| 10/2018 | -4.23% | 1.48% | 204.7 | 2 | 0.4 | -0.5 | 0.67% | 198.3% | 79% |
| 09/2018 | 0.11% | 5.96% | 212.7 | 1.9 | 1.1 | 0.4 | 0.67% | 205.1% | 82.7% |
| 08/2018 | 4.06% | 5.84% | 211.3 | 2 | 0.5 | -1.2 | 0.67% | 204.8% | 82.9% |
| 07/2018 | 2.49% | 1.72% | 202.8 | 2.5 | 0.8 | 0.1 | 0.67% | 195.1% | 80.3% |
| 06/2018 | -0.54% | -0.76% | 196.3 | 1.7 | 0.9 | -0.7 | 0.67% | 189.1% | 76.2% |
| 05/2018 | 2.34% | -0.22% | 197.3 | 2.1 | 0.4 | -2.7 | 0.67% | 188.6% | 75.1% |
| 04/2018 | 0.63% | -2.5% | 193.9 | 1.9 | 1.1 | -0.7 | 0.67% | 183.3% | 74.4% |
| 03/2018 | -2.88% | -3.11% | 192.6 | 2.2 | 0.6 | 0.6 | 0.67% | 180.3% | 71.1% |
| 02/2018 | -3.17% | -0.24% | 196.2 | 2.1 | 0.3 | 1.3 | 0.67% | 181% | 71.6% |
| 01/2018 | 3.03% | 3.03% | 199.5 | 2 | 1 | 4.7 | 0.67% | 182.5% | 70.1% |
| 12/2017 | 0.24% | 13.29% | 188.1 | 4.2 | 0.8 | 3.4 | 0.73% | 165.7% | 59.3% |
| 11/2017 | 1.11% | 13.02% | 180.8 | 2.2 | 0.2 | 6.4 | 0.73% | 159.2% | 55.9% |
| 10/2017 | 1.63% | 11.78% | 170.6 | 1.7 | 0.5 | 1.4 | 0.73% | 150.2% | 51.6% |
| 09/2017 | 1.56% | 9.99% | 165.4 | 1.4 | 0.2 | 3.6 | 0.73% | 143.1% | 48.2% |
| 08/2017 | 0.11% | 8.3% | 158.2 | 1.4 | 0.4 | 7.1 | 0.73% | 137.6% | 48.1% |
| 07/2017 | 1.08% | 8.18% | 149.9 | 1.7 | 0.7 | 7.3 | 0.73% | 133.7% | 39.3% |
| 06/2017 | -2.54% | 7.02% | 140.2 | 1.1 | 0.3 | 5.8 | 0.73% | 123% | 36.6% |
| 05/2017 | 2.6% | 9.81% | 137.2 | 1.8 | 0.6 | 6.6 | 0.73% | 124.3% | 37.3% |
| 04/2017 | 1.96% | 7.03% | 126.2 | 0.9 | 0.2 | 2.1 | 0.73% | 118% | 37.3% |
| 03/2017 | 0.87% | 4.97% | 121 | 0.8 | 0.8 | 1.8 | 0.73% | 115% | 35.8% |
| 02/2017 | 2.65% | 4.07% | 118.3 | 0.8 | 0.5 | 0.6 | 0.73% | 113.3% | 36% |
| 01/2017 | 1.38% | 1.38% | 114.4 | 1 | 0.8 | -0.1 | 0.73% | 109.4% | 38.5% |
| 12/2016 | 1.2% | 8.24% | 112.9 | 2 | 0.6 | 2.1 | 0.79% | 106.2% | 36% |
| 11/2016 | 2.01% | 6.96% | 108.1 | 1 | 0.4 | -0.3 | 0.79% | 104.4% | 39.3% |
| 10/2016 | -0.21% | 4.85% | 105.8 | 0.6 | 0.2 | 0.4 | 0.79% | 102.8% | 38.8% |
| 09/2016 | -0.34% | 5.07% | 105.4 | 0.6 | 0.1 | -0.7 | 0.79% | 102.7% | 39.2% |
| 08/2016 | 1.34% | 5.43% | 106 | 1 | 0.3 | -2.1 | 0.79% | 103.2% | 39.5% |
| 07/2016 | 5.27% | 4.03% | 106 | 0.5 | 0.2 | -0.7 | 0.79% | 103.3% | 41.1% |
| 06/2016 | -1.3% | -1.18% | 101 | 0.9 | 0.5 | -0.4 | 0.79% | 98.4% | 39.5% |
| 05/2016 | 1.88% | 0.13% | 102.4 | 0.8 | 0.4 | -0.7 | 0.79% | 99.5% | 40.4% |
| 04/2016 | 1.07% | -1.72% | 100.8 | 0.8 | 0.6 | -0.4 | 0.79% | 98.2% | 36.6% |
| 03/2016 | 2.7% | -2.76% | 100.1 | 0.8 | 0.4 | -0.3 | 0.79% | 97.6% | 36.9% |
| 02/2016 | -2.42% | -5.32% | 97.4 | 0.5 | 0.4 | -1.4 | 0.79% | 95% | 36.6% |
| 01/2016 | -2.97% | -2.97% | 101.2 | 0.7 | 0.4 | -2.1 | 0.79% | 99% | 38.1% |
| 12/2015 | -1.58% | 3.41% | 106.3 | 1.7 | 0.4 | 0.6 | 0.86% | 101.4% | 31.5% |
| 11/2015 | -0.44% | 5.07% | 106.1 | 0.9 | 0.7 | -0.5 | 0.86% | 103.2% | 31.9% |
| 10/2015 | 4.87% | 5.54% | 106.8 | 0.8 | 0.3 | -0.8 | 0.86% | 103.4% | 32.2% |
| 09/2015 | -4.47% | 0.64% | 102.2 | 0.7 | 0.2 | -2 | 0.86% | 99% | 29.9% |
| 08/2015 | -4.42% | 5.35% | 108.5 | 0.8 | 0.3 | -2.4 | 0.86% | 106.2% | 32.7% |
| 07/2015 | 2.65% | 10.22% | 115.6 | 0.9 | 0.1 | -1.1 | 0.86% | 111.6% | 33.7% |
| 06/2015 | -3.29% | 7.37% | 113 | 1.1 | 0.2 | -2.7 | 0.86% | 108.3% | 33% |
| 05/2015 | 1.6% | 11.03% | 118.7 | 0.8 | 0.7 | 0.9 | 0.86% | 112.9% | 32.9% |
| 04/2015 | 1.11% | 9.28% | 115.9 | 0.8 | 0.7 | -1.5 | 0.86% | 111.6% | 32.5% |
| 03/2015 | 3.47% | 8.08% | 116.1 | 0.9 | 0.6 | -0.6 | 0.86% | 111.3% | 33.1% |
| 02/2015 | 4.82% | 4.45% | 112.5 | 0.8 | 0.5 | -0.9 | 0.86% | 106.9% | 33.2% |
| 01/2015 | -0.35% | -0.35% | 108 | 1 | 0.2 | -0.3 | 0.86% | 97.4% | 28.8% |
| 12/2014 | -3.06% | 6.98% | 107.9 | 2.1 | 0.1 | -1.3 | 0.93% | 98% | 28.1% |
| 11/2014 | 2.05% | 10.36% | 110.6 | 0.7 | 0 | -0.3 | 0.93% | 104.7% | 27.4% |
| 10/2014 | -1.6% | 8.14% | 108.1 | 1.1 | 0 | -1.9 | 0.93% | 102.7% | 24.5% |
| 09/2014 | 3.37% | 9.9% | 110.8 | 0.9 | 0.5 | -0.7 | 0.93% | 104.6% | 23.5% |
| 08/2014 | 2.72% | 6.32% | 107.5 | 1 | 0.2 | -0.4 | 0.93% | 102.2% | 22.9% |
| 07/2014 | -0.53% | 3.5% | 104.3 | 1 | 0.4 | -2.1 | 0.93% | 100% | 20.7% |
| 06/2014 | -0.38% | 4.05% | 106.5 | 1 | 0.3 | -0.5 | 0.93% | 100.3% | 21% |
| 05/2014 | 0.2% | 4.45% | 106.9 | 0.9 | 0.1 | -0.8 | 0.93% | 101.2% | 20.9% |
| 04/2014 | -0.75% | 4.24% | 106.8 | 0.9 | 0.2 | -0.4 | 0.93% | 101.5% | 20.7% |
| 03/2014 | 2.48% | 5.03% | 107.4 | 1 | 0.4 | -1.2 | 0.93% | 102.6% | 20.6% |
| 02/2014 | 3.86% | 2.49% | 105.5 | 0.9 | 0.3 | -1.9 | 0.93% | 101.3% | 20.5% |
| 01/2014 | -1.32% | -1.32% | 102.9 | 0.8 | 0.5 | -1.1 | 0.93% | 98.6% | 20.2% |
| 12/2013 | -0.2% | 17.85% | 105.3 | 2 | 0.6 | -0.9 | 1.06% | 99% | 20.7% |
| 11/2013 | 4.01% | 18.09% | 105 | 0.8 | 0.2 | -1.5 | 1.06% | 101.6% | 21% |
| 10/2013 | 0.96% | 13.54% | 101.9 | 1 | 1.2 | -1.4 | 1.06% | 96.6% | 20.3% |
| 09/2013 | 5.78% | 12.46% | 102.7 | 1.2 | 0.2 | -0.5 | 1.06% | 96% | 19.5% |
| 08/2013 | -1% | 6.31% | 96.7 | 0.9 | 0.6 | -0.8 | 1.06% | 91% | 19.3% |
| 07/2013 | 1.84% | 7.39% | 98.2 | 1 | 0.4 | -2.1 | 1.06% | 93.1% | 19.4% |
| 06/2013 | -3.71% | 5.45% | 97.9 | 1.2 | 0.9 | -0.3 | 1.06% | 93.8% | 18.7% |
| 05/2013 | 3.24% | 9.51% | 101.8 | 0.9 | 0.6 | -1.3 | 1.06% | 97.7% | 18.7% |
| 04/2013 | -0.63% | 6.07% | 99.6 | 1.2 | 1.1 | -1.1 | 1.06% | 94.8% | 16.3% |
| 03/2013 | 1.93% | 6.75% | 101.3 | 0.9 | 0.9 | -2 | 1.06% | 96.9% | 15.7% |
| 02/2013 | 3.77% | 4.72% | 101.3 | 1 | 0.8 | -2.4 | 1.06% | 93.2% | 12.9% |
| 01/2013 | 0.92% | 0.92% | 99.8 | 1 | 0.6 | -2.7 | 1.06% | 92.1% | 8.8% |
| 12/2012 | -1.03% | 10.24% | 101.3 | 2.3 | 0.3 | -1.5 | 1.18% | 87.6% | 3.3% |
| 11/2012 | 2.34% | 11.39% | 101.9 | 1.1 | 0.4 | -0.8 | 1.18% | 87.7% | 3.4% |
| 10/2012 | 5.97% | 8.84% | 99.8 | 1.3 | 0.3 | -0.9 | 1.18% | 86.7% | 3.3% |
| 09/2012 | 7.88% | 2.71% | 94.2 | 1.1 | 0.5 | -1.3 | 1.18% | 81.5% | 3.7% |
| 08/2012 | 0.38% | -4.79% | 88.1 | 1.1 | 1 | -2.5 | 1.18% | 74.9% | 3.2% |
| 07/2012 | -0.59% | -5.16% | 90.2 | 1.4 | 0.5 | -1.8 | 1.18% | 75.1% | 3.2% |
| 06/2012 | -3.08% | -4.59% | 91.8 | 1.2 | 0.2 | -0.9 | 1.18% | 75.7% | 2.5% |
| 05/2012 | -8.4% | -1.56% | 94.8 | 1.3 | 0.5 | -0.5 | 1.18% | 78% | 2.4% |
| 04/2012 | 3.03% | 7.47% | 103.3 | 1.3 | 0.9 | 0 | 1.18% | 86.9% | 2.5% |
| 03/2012 | 3.76% | 4.31% | 100 | 1.2 | 0.4 | -0.2 | 1.18% | 83.9% | 2.5% |
| 02/2012 | -2.76% | 0.53% | 95.9 | 1.3 | 0.4 | -0.1 | 1.18% | 77.1% | 2.5% |
| 01/2012 | 3.38% | 3.38% | 97.9 | 1.2 | 0.5 | -0.1 | 1.18% | 79.4% | 2.3% |
| 12/2011 | -0.62% | -19.63% | 94.3 | 2.6 | 0.5 | 0.5 | 1.37% | 75.1% | 2.3% |
| 11/2011 | -4.95% | -19.13% | 92.3 | 1.4 | 0.1 | -0.2 | 1.37% | 75.3% | 2.3% |
| 10/2011 | 5.87% | -14.92% | 96.1 | 1.3 | 0.4 | 0.4 | 1.37% | 79.4% | 2.3% |
| 09/2011 | -4.84% | -19.64% | 89.7 | 1.2 | 0.1 | 0.1 | 1.37% | 73.2% | 2.3% |
| 08/2011 | -7.57% | -15.55% | 93.1 | 1.2 | 0.1 | -2.4 | 1.37% | 76.5% | 2.3% |
| 07/2011 | -1.41% | -8.63% | 102.2 | 1.3 | 0.1 | 1.1 | 1.37% | 78.9% | 1.4% |
| 06/2011 | -3.68% | -7.33% | 101.5 | 1.3 | 0.2 | -0.4 | 1.37% | 79% | 1.5% |
| 05/2011 | -2.79% | -3.79% | 104.8 | 1.4 | 0.4 | -3 | 1.37% | 81.8% | 1.5% |
| 04/2011 | -0.76% | -1.03% | 110 | 1.1 | 0.1 | 3.8 | 1.37% | 81.4% | 1.5% |
| 03/2011 | 0.93% | -0.27% | 106.2 | 1.1 | 0 | 1.3 | 1.37% | 80.3% | 1.7% |
| 02/2011 | -0.75% | -1.19% | 102.9 | 1.1 | 0.5 | -1.1 | 1.37% | 79.3% | 1.7% |
| 01/2011 | -0.44% | -0.44% | 104.3 | 0.6 | 0.3 | -2 | 1.37% | 78% | 1% |
| 12/2010 | 5.56% | 19.09% | 106.5 | 2.6 | 0.4 | 2 | 1.62% | 77.3% | 0.9% |
| 11/2010 | -1.84% | 12.82% | 96.9 | 1 | 0.1 | 0.7 | 1.62% | 69.7% | 0.9% |
| 10/2010 | 4.75% | 14.94% | 97.3 | 1 | 0.4 | -0 | 1.62% | 68.9% | 0.6% |
| 09/2010 | 5.12% | 9.72% | 92.4 | 0.8 | 0.1 | 0.7 | 1.62% | 64.1% | 0.6% |
| 08/2010 | 1.51% | 4.38% | 86.6 | 1 | 0 | 1.9 | 1.62% | 59.8% | 0.5% |
| 07/2010 | 3.64% | 2.83% | 82.7 | 0.8 | 0 | 0.8 | 1.62% | 58.9% | 0.6% |
| 06/2010 | -0.49% | -0.78% | 78.3 | 0.9 | 0.3 | -0.4 | 1.62% | 56% | 0.5% |
| 05/2010 | -7.01% | -0.3% | 78.5 | 0.9 | 1.1 | -1.9 | 1.62% | 55.9% | 0.5% |
| 04/2010 | -3.3% | 7.22% | 86.7 | 0.6 | 0.1 | 0.1 | 1.62% | 62% | 0.6% |
| 03/2010 | 3.7% | 10.88% | 89.1 | 0.8 | 0.2 | 0.6 | 1.62% | 65.5% | 0.9% |
| 02/2010 | 3.89% | 6.92% | 85 | 0.7 | 0.4 | 0.4 | 1.62% | 63.2% | 0.8% |
| 01/2010 | 2.92% | 2.92% | 81.2 | 0.5 | 0.1 | -1.7 | 1.62% | 61.2% | 0.8% |
| 12/2009 | 2.51% | 108.28% | 80.3 | 2 | 0.5 | 0.7 | 1.64% | 58.8% | 0.8% |
| 11/2009 | 3.14% | 103.18% | 76.1 | 0.7 | 0.3 | 0.1 | 1.64% | 56.8% | 0.8% |
| 10/2009 | 6.31% | 96.99% | 73.4 | 0.6 | 0.3 | 0.7 | 1.64% | 54.2% | 0.8% |
| 09/2009 | -0.89% | 85.3% | 68.3 | 0.6 | 0.4 | 0.7 | 1.64% | 50.7% | 0.8% |
| 08/2009 | 1.4% | 86.96% | 68.1 | 0.6 | 0.4 | 0.6 | 1.64% | 50.9% | 0.8% |
| 07/2009 | 9.63% | 84.38% | 66.4 | 0.6 | 0.2 | 2.5 | 1.64% | 49.9% | 0.9% |
| 06/2009 | 5.34% | 68.18% | 57.8 | 0.6 | 0.4 | 0.3 | 1.64% | 43.4% | 0.8% |
| 05/2009 | 9.03% | 59.66% | 54.4 | 0.6 | 0.4 | 0.8 | 1.64% | 41.4% | 0.9% |
| 04/2009 | 12.79% | 46.44% | 49 | 0.6 | 0.2 | 0.6 | 1.64% | 37.4% | 0.9% |
| 03/2009 | 11.01% | 29.83% | 42.6 | 0.6 | 0.2 | 0.9 | 1.64% | 32.7% | 0.7% |
| 02/2009 | 2.51% | 16.95% | 37.2 | 0.6 | 0.2 | 0.1 | 1.64% | 28.1% | 0.7% |
| 01/2009 | 14.09% | 14.09% | 35.9 | 0.5 | 0 | 0 | 1.64% | 25% | 0.5% |
| 12/2008 | -8.07% | -51.81% | 31.1 | 1.2 | 0 | -0.2 | 1.74% | 20.2% | 0.5% |
| 11/2008 | -9.67% | -47.58% | 32.8 | 0.7 | 0.1 | -0.3 | 1.74% | 22.7% | 0.5% |
| 10/2008 | -19.87% | -41.97% | 36.2 | 0.6 | 0.2 | -0.4 | 1.74% | 26.1% | 0.6% |
| 09/2008 | -10.56% | -27.58% | 45.1 | 0.7 | 0.3 | -0.6 | 1.74% | 33.5% | 0.7% |
| 08/2008 | -2.23% | -19.03% | 50.9 | 0.6 | 0.1 | -0.5 | 1.74% | 37.6% | 0.9% |
| 07/2008 | -3.76% | -17.18% | 52.2 | 0.7 | 0.2 | -0.6 | 1.74% | 38.5% | 0.9% |
| 06/2008 | -6.49% | -13.95% | 54.4 | 0.7 | 0.4 | 0 | 1.74% | 39.7% | 0.8% |
| 05/2008 | 3.52% | -7.97% | 57.9 | 0.7 | 0 | -0.3 | 1.74% | 42.4% | 1% |
| 04/2008 | 3.65% | -11.1% | 55.7 | 0.7 | 0 | -0.3 | 1.74% | 40.9% | 1.2% |
| 03/2008 | -8.4% | -14.23% | 53.5 | 0.7 | 0.1 | -1.4 | 1.74% | 37.7% | 1.3% |
| 02/2008 | 1.18% | -6.37% | 59.4 | 0.7 | 0.3 | -0.4 | 1.74% | 40.1% | 1.3% |
| 01/2008 | -7.46% | -7.46% | 58.7 | 0.5 | 0.3 | -0.8 | 1.74% | 39.3% | 1.3% |
| 12/2007 | -0.15% | 10.5% | 64 | 1.8 | 0.3 | 1.1 | 1.76% | - | - |
| 11/2007 | -3.35% | 10.66% | 61.7 | 0.7 | 0.9 | 0.9 | 1.76% | - | - |
| 10/2007 | 4.15% | 14.5% | 63.1 | 0.7 | 0.1 | 0.3 | 1.76% | - | - |
| 09/2007 | 1.26% | 9.94% | 59.9 | 0.6 | 0.7 | 1.7 | 1.76% | - | - |
| 08/2007 | -4.1% | 8.57% | 57.6 | 0.6 | 0 | 0.3 | 1.76% | - | - |
| 07/2007 | -0.47% | 13.21% | 59.3 | 0.7 | 0.5 | 1.6 | 1.76% | - | - |
| 06/2007 | -0.33% | 13.75% | 58 | 0.7 | 0.1 | 2 | 1.76% | - | - |
| 05/2007 | 2.91% | 14.12% | 55.8 | 0.7 | 0.1 | 4 | 1.76% | - | - |
| 04/2007 | 4.11% | 10.9% | 49.8 | 0.6 | 0.3 | 2.6 | 1.76% | - | - |
| 03/2007 | 0.93% | 6.52% | 45 | 0.5 | 0.1 | 2.3 | 1.76% | - | - |
| 02/2007 | 1.37% | 5.54% | 42 | 0.6 | 0.3 | 4.6 | 1.76% | - | - |
| 01/2007 | 4.11% | 4.11% | 36.7 | 0.5 | 0.3 | 4.8 | 1.76% | - | - |
| 12/2006 | -0.33% | 27.57% | 30.4 | 1.1 | 0.1 | 5.3 | 1.7% | - | - |
| 11/2006 | 2.54% | 27.99% | 24.2 | 0.3 | 0 | 2.8 | 1.7% | - | - |
| 10/2006 | 6.1% | 24.82% | 20.6 | 0.2 | 0 | 1.9 | 1.7% | - | - |
| 09/2006 | 2.25% | 17.64% | 17.5 | 0.2 | 0.1 | 1.6 | 1.7% | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של אנליסט השתלמות מניות?
ב-07/2026: -1.42% לחודש, 8.05% מתחילת השנה, 65.48% ל-3 שנים ו-77.51% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול באנליסט השתלמות מניות?
0.63% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם אנליסט 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.