כלל-קרן ט': תשואה, דמי ניהול וסיכון
כלל-קרן ט' מנוהלת על ידי , בסיווג פוליסות שהונפקו בשנים 1990-1991; 331 חודשי דיווח מ-01/1999 עד 07/2026.
תשואה 07/2026
-0.23%
מתחילת השנה
7.16%
3 שנים מצטבר
41.07%
5 שנים מצטבר
49.05%
דמי ניהול מצבירה
2.07%
לשנה
נכסים
2,451
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: 2,451 מיליון ש"ח, מקום 2 מתוך 9 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 49.05%, מקום 3 מתוך 9 בקטגוריה; ל-3 שנים: 41.07% (מקום 3 מתוך 9).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,905 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 21,599 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 2.07% לשנה (מקום 6 מתוך 9 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-34,186 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -20.6% בין 10/2007 ל-11/2008.
- סטיית תקן: 5.85; מדד שארפ: 1.12 (מקום 5 מתוך 9); חשיפה למניות 1,326.6%, לחו"ל 1,260.3%, למט"ח 466.7%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 1999 | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 16.53% | 3.62% | 8.39% | -1.3% | 20.38% | 9.17% | 15.23% | 8.54% | 9.63% | -18.78% | 35.97% | 11.73% | -5.03% | 12.1% | 12.32% | 5.84% | 3.32% | 2.63% | 8.79% | 0% | 12.98% | 5.76% | 17.28% | -6.5% | 6.71% | 12.46% | 16.22% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2025.
דירוג בקטגוריה פוליסות שהונפקו בשנים 1990-1991 (07/2026)
דירוג לפי הנתון בלבד, מתוך 9 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 2,451 | 2 / 9 |
| דמי ניהול מצבירה (נמוך = 1) | 2.07% | 6 / 9 |
| תשואה מתחילת השנה | 7.16% | 1 / 9 |
| תשואה 3 שנים | 41.07% | 3 / 9 |
| תשואה 5 שנים | 49.05% | 3 / 9 |
| מדד שארפ | 1.12 | 5 / 9 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- מגדל-קרן ט' 3,111 מ' ש"ח
- הפניקס -קרן ט' 1,218 מ' ש"ח
- הראל-קרן ט' 1,056 מ' ש"ח
- מנורה-קרן ט' 542 מ' ש"ח
- הכשרה חברה לביטוח בע"מ - קרן ט' 77 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.23% | 7.16% | 2,450.7 | - | - | - | 2.07% | 1,326.6% | 1,260.3% |
| 06/2026 | -0.56% | 7.41% | 2,469.7 | - | - | - | 2.07% | 1,336.7% | 1,267.7% |
| 05/2026 | 2.26% | 8.02% | 2,514.6 | - | - | - | 2.07% | 1,312.8% | 1,142.6% |
| 04/2026 | 4.21% | 5.63% | 2,473.7 | - | - | - | 2.07% | 1,300.6% | 1,148.4% |
| 03/2026 | -2.33% | 1.36% | 2,385.4 | - | - | - | 2.07% | 1,235.1% | 1,168.9% |
| 02/2026 | 1.14% | 3.78% | 2,455.5 | - | - | - | 2.07% | 1,271.8% | 1,158.3% |
| 01/2026 | 2.61% | 2.61% | 2,453.5 | - | - | - | 2.07% | 1,270.4% | 1,133.2% |
| 12/2025 | 1.38% | 16.22% | 2,406.2 | - | - | - | 0.61% | 1,266.8% | 1,141% |
| 11/2025 | 1.35% | 14.63% | 2,391.8 | - | - | - | 0.61% | 1,247.5% | 1,129.2% |
| 10/2025 | 1.45% | 13.11% | 2,377.1 | - | - | - | 0.61% | 1,215.9% | 1,121.1% |
| 09/2025 | 2.1% | 11.49% | 2,357.9 | - | - | - | 0.61% | 1,212.2% | 1,150.1% |
| 08/2025 | 0.92% | 9.2% | 2,319.2 | - | - | - | 0.61% | 1,156.4% | 1,127.5% |
| 07/2025 | 0.85% | 8.2% | 2,307.2 | - | - | - | 0.61% | 1,154.6% | 1,127% |
| 06/2025 | 3.58% | 7.29% | 2,303.9 | - | - | - | 0.61% | 1,160.1% | 1,136.1% |
| 05/2025 | 2.38% | 3.58% | 2,231.8 | - | - | - | 0.61% | 1,112.7% | 1,152% |
| 04/2025 | 0.95% | 1.17% | 2,186.7 | - | - | - | 0.61% | 1,042.3% | 1,123.6% |
| 03/2025 | -1.41% | 0.22% | 2,174.4 | - | - | - | 0.61% | 1,075.5% | 1,126.5% |
| 02/2025 | 0.43% | 1.66% | 2,216.4 | - | - | - | 0.61% | 1,083.3% | 1,092.6% |
| 01/2025 | 1.22% | 1.22% | 2,215.5 | - | - | - | 0.61% | 1,085.6% | 1,106.3% |
| 12/2024 | 0.72% | 12.46% | 2,199.2 | - | - | - | 0.6% | 1,081.6% | 1,146.7% |
| 11/2024 | 2.07% | 11.66% | 2,201 | - | - | - | 0.6% | 1,099.4% | 1,174.5% |
| 10/2024 | 0.51% | 9.39% | 2,160.3 | - | - | - | 0.6% | 1,034.5% | 1,131.1% |
| 09/2024 | 1.42% | 8.84% | 2,158.7 | - | - | - | 0.6% | 1,034.5% | 1,096.4% |
| 08/2024 | 1.05% | 7.31% | 2,135.7 | - | - | - | 0.6% | 1,036.9% | 1,114.6% |
| 07/2024 | 1.52% | 6.2% | 2,121.9 | - | - | - | 0.6% | 994.3% | 1,171% |
| 06/2024 | 0.62% | 4.61% | 2,096.9 | - | - | - | 0.6% | 969.8% | 1,153.1% |
| 05/2024 | 1.01% | 3.96% | 2,093.2 | - | - | - | 0.6% | 988.3% | 1,130.6% |
| 04/2024 | -1.35% | 2.92% | 2,079.6 | - | - | - | 0.6% | 949% | 1,084.2% |
| 03/2024 | 2.25% | 4.33% | 2,122.5 | - | - | - | 0.6% | 996.3% | 1,121.4% |
| 02/2024 | 2.2% | 2.04% | 2,083 | - | - | - | 0.6% | 959.7% | 1,084.9% |
| 01/2024 | -0.16% | -0.16% | 2,043.7 | - | - | - | 0.6% | 912% | 1,057.5% |
| 12/2023 | 2.45% | 6.71% | 2,054.7 | - | - | - | 0.6% | 908.8% | 1,094% |
| 11/2023 | 2.69% | 4.16% | 2,011.7 | - | - | - | 0.6% | 889.5% | 1,109.7% |
| 10/2023 | -2.67% | 1.43% | 1,971 | - | - | - | 0.6% | 828.4% | 1,073.3% |
| 09/2023 | -1.22% | 4.21% | 2,028.6 | - | - | - | 0.6% | 832% | 1,008.8% |
| 08/2023 | -0.42% | 5.5% | 2,058.2 | - | - | - | 0.6% | 876.9% | 1,070.8% |
| 07/2023 | 2.04% | 5.94% | 2,074.9 | - | - | - | 0.6% | 903.6% | 1,100.1% |
| 06/2023 | 1.62% | 3.82% | 2,038.9 | - | - | - | 0.6% | 891.6% | 1,067.8% |
| 05/2023 | 0.43% | 2.17% | 2,009.6 | - | - | - | 0.6% | 841% | 984.5% |
| 04/2023 | 1.07% | 1.73% | 2,007.5 | - | - | - | 0.6% | 820.8% | 963.9% |
| 03/2023 | 0.34% | 0.65% | 1,993.9 | - | - | - | 0.6% | 805.2% | 963.8% |
| 02/2023 | -1.47% | 0.31% | 1,990.4 | - | - | - | 0.6% | 786.4% | 1,001.6% |
| 01/2023 | 1.81% | 1.81% | 2,024.2 | - | - | - | 0.6% | 864.6% | 987.6% |
| 12/2022 | -1.44% | -6.5% | 1,995.4 | - | - | - | 2.48% | 817.3% | 888.5% |
| 11/2022 | 0.59% | -5.13% | 2,019 | - | - | - | 2.48% | 831.1% | 881.2% |
| 10/2022 | 1.95% | -5.69% | 2,012 | - | - | - | 2.48% | 840.5% | 897.4% |
| 09/2022 | -3.91% | -7.49% | 1,977.7 | - | - | - | 2.48% | 854.2% | 887.8% |
| 08/2022 | -1.39% | -3.73% | 2,062 | - | - | - | 2.48% | 890.8% | 875.8% |
| 07/2022 | 3.59% | -2.37% | 2,093.3 | - | - | - | 2.48% | 943.4% | 912.1% |
| 06/2022 | -2.33% | -5.75% | 2,023.9 | - | - | - | 2.48% | 856.2% | 840% |
| 05/2022 | -2.01% | -3.5% | 2,089.5 | - | - | - | 2.48% | 951% | 904.7% |
| 04/2022 | -1.15% | -1.52% | 2,131.7 | - | - | - | 2.48% | 967.6% | 869.1% |
| 03/2022 | 0.8% | -0.38% | 2,156.6 | - | - | - | 2.48% | 1,012.5% | 878.1% |
| 02/2022 | -0.01% | -1.17% | 2,163.9 | - | - | - | 2.48% | 1,049.5% | 865.8% |
| 01/2022 | -1.16% | -1.16% | 2,162.8 | - | - | - | 2.48% | 1,050.3% | 890.6% |
| 12/2021 | 2.17% | 17.28% | 2,187.2 | - | - | - | 1.45% | 1,056.4% | 879.9% |
| 11/2021 | 0.07% | 14.79% | 2,151 | - | - | - | 1.45% | 1,030.7% | 876.7% |
| 10/2021 | 2.71% | 14.71% | 2,149.7 | - | - | - | 1.45% | 1,111.8% | 924.5% |
| 09/2021 | -0.55% | 11.69% | 2,094.3 | - | - | - | 1.45% | 1,004% | 860.3% |
| 08/2021 | 2.13% | 12.3% | 2,127.6 | - | - | - | 1.45% | 1,027.5% | 886.6% |
| 07/2021 | 0.48% | 9.96% | 2,084.1 | - | - | - | 1.45% | 1,011.4% | 910.6% |
| 06/2021 | 0.82% | 9.44% | 2,080.7 | - | - | - | 1.45% | 1,021.7% | 948.2% |
| 05/2021 | 2% | 8.55% | 2,082.6 | - | - | - | 1.45% | 1,045.3% | 923.8% |
| 04/2021 | 1.57% | 6.42% | 2,042.1 | - | - | - | 1.45% | 1,000.1% | 900.6% |
| 03/2021 | 1.94% | 4.77% | 2,010.5 | - | - | - | 1.45% | 1,012.4% | 904.6% |
| 02/2021 | 1.32% | 2.78% | 2,003.6 | - | - | - | 1.45% | 941.1% | 878.6% |
| 01/2021 | 1.44% | 1.44% | 1,976.9 | - | - | - | 1.45% | 922.4% | 870.4% |
| 12/2020 | 2.65% | 5.76% | 1,949.1 | - | - | - | 2% | 916.9% | 833.2% |
| 11/2020 | 5.83% | 3.03% | 1,902.4 | - | - | - | 2% | 891.7% | 832.3% |
| 10/2020 | 0.13% | -2.64% | 1,797.5 | - | - | - | 2% | 773.3% | 771.5% |
| 09/2020 | -1.39% | -2.77% | 1,804.3 | - | - | - | 2% | 759.7% | 773.2% |
| 08/2020 | 2.61% | -1.4% | 1,820.4 | - | - | - | 2% | 791.3% | 784.3% |
| 07/2020 | 2.26% | -3.91% | 1,784.3 | - | - | - | 2% | 747.6% | 835.6% |
| 06/2020 | -0.09% | -6.03% | 1,739.9 | - | - | - | 2% | 702.5% | 812.6% |
| 05/2020 | 1.3% | -5.95% | 1,525.4 | - | - | - | 2% | 617.3% | 675.1% |
| 04/2020 | 4.53% | -7.15% | 1,507.4 | - | - | - | 2% | 603.9% | 638.8% |
| 03/2020 | -9.07% | -11.18% | 1,464.8 | - | - | - | 2% | 588.3% | 621% |
| 02/2020 | -2.15% | -2.32% | 1,628.9 | - | - | - | 2% | 657.6% | 609.8% |
| 01/2020 | -0.17% | -0.17% | 1,663.3 | - | - | - | 2% | 701.1% | 651.6% |
| 12/2019 | 1.28% | 12.98% | 1,679.6 | - | - | - | 0.61% | 711% | 683.6% |
| 11/2019 | 0.82% | 11.55% | 1,649.9 | - | - | - | 0.61% | 724.3% | 712.8% |
| 10/2019 | 1.64% | 10.65% | 1,636.4 | - | - | - | 0.61% | 701.2% | 673.6% |
| 09/2019 | 0.8% | 8.86% | 1,625.5 | - | - | - | 0.61% | 665.1% | 643.3% |
| 08/2019 | -0.26% | 8% | 1,617.5 | - | - | - | 0.61% | 616.2% | 619.3% |
| 07/2019 | 0.61% | 8.28% | 1,637.9 | - | - | - | 0.61% | 655.9% | 656% |
| 06/2019 | 2.05% | 7.62% | 1,633.5 | - | - | - | 0.61% | 653.5% | 652.7% |
| 05/2019 | -1.31% | 5.46% | 1,611 | - | - | - | 0.61% | 581.3% | 589.4% |
| 04/2019 | 1.64% | 6.86% | 1,638.1 | - | - | - | 0.61% | 702.4% | 719.7% |
| 03/2019 | 0.85% | 5.13% | 1,619.6 | - | - | - | 0.61% | 654.2% | 686.3% |
| 02/2019 | 1.34% | 4.25% | 1,613.8 | - | - | - | 0.61% | 648.5% | 653.9% |
| 01/2019 | 2.87% | 2.87% | 1,591.1 | - | - | - | 0.61% | 636.6% | 648.9% |
| 12/2018 | -2.65% | 0% | 1,563 | - | - | - | 1.7% | 619.9% | 652.4% |
| 11/2018 | 0.61% | 2.73% | 1,611.1 | - | - | - | 1.7% | 641.4% | 646.7% |
| 10/2018 | -1.9% | 2.1% | 1,612.9 | - | - | - | 1.7% | 638.3% | 656.1% |
| 09/2018 | 0.33% | 4.08% | 1,644.3 | - | - | - | 1.7% | 638.8% | 639.3% |
| 08/2018 | 0.93% | 3.74% | 1,642.6 | - | - | - | 1.7% | 627.8% | 619.4% |
| 07/2018 | 1.31% | 2.78% | 1,634.1 | - | - | - | 1.7% | 650.8% | 657% |
| 06/2018 | 0.19% | 1.45% | 1,620.6 | - | - | - | 1.7% | 638.8% | 634% |
| 05/2018 | 0.3% | 1.26% | 1,621.6 | - | - | - | 1.7% | 619.2% | 630.9% |
| 04/2018 | 0.87% | 0.96% | 1,619.3 | - | - | - | 1.7% | 638.8% | 667.2% |
| 03/2018 | -0.48% | 0.09% | 1,606.2 | - | - | - | 1.7% | 600.2% | 609.9% |
| 02/2018 | -1.11% | 0.57% | 1,616.5 | - | - | - | 1.7% | 631.8% | 594.7% |
| 01/2018 | 1.7% | 1.7% | 1,637.5 | - | - | - | 1.7% | 619.8% | 612.9% |
| 12/2017 | 0.94% | 8.79% | 1,615.6 | - | - | - | 0.95% | 635% | 651.5% |
| 11/2017 | 0.83% | 7.77% | 1,618.2 | - | - | - | 0.95% | 670.5% | 650.1% |
| 10/2017 | 1.01% | 6.88% | 1,605.2 | - | - | - | 0.95% | 628.4% | 659.7% |
| 09/2017 | 0.57% | 5.82% | 1,596.9 | - | - | - | 0.95% | 604.6% | 659.4% |
| 08/2017 | 0.35% | 5.22% | 1,599 | - | - | - | 0.95% | 597.8% | 656.1% |
| 07/2017 | 1.37% | 4.85% | 1,582.5 | - | - | - | 0.95% | 595.9% | 638.1% |
| 06/2017 | -0.24% | 3.43% | 1,576.1 | - | - | - | 0.95% | 587.9% | 603.9% |
| 05/2017 | 1.11% | 3.68% | 1,584.4 | - | - | - | 0.95% | 610.9% | 623.1% |
| 04/2017 | 0.92% | 2.54% | 1,568.6 | - | - | - | 0.95% | 605% | 617.6% |
| 03/2017 | 0.55% | 1.61% | 1,564.6 | - | - | - | 0.95% | 614.1% | 643.3% |
| 02/2017 | 0.69% | 1.05% | 1,566.6 | - | - | - | 0.95% | 617.4% | 575.4% |
| 01/2017 | 0.36% | 0.36% | 1,559 | - | - | - | 0.95% | 626.4% | 591% |
| 12/2016 | 1.06% | 2.63% | 1,561.4 | - | - | - | 1.18% | 625.9% | 585.9% |
| 11/2016 | 0.49% | 1.55% | 1,549.8 | - | - | - | 1.18% | 554.2% | 517.7% |
| 10/2016 | 0.16% | 1.06% | 1,549.3 | - | - | - | 1.18% | 528.4% | 492.9% |
| 09/2016 | -0.52% | 0.9% | 1,546.2 | - | - | - | 1.18% | 533.5% | 483.4% |
| 08/2016 | 0.18% | 1.42% | 1,550.9 | - | - | - | 1.18% | 559.6% | 487.1% |
| 07/2016 | 2.03% | 1.24% | 1,540 | - | - | - | 1.18% | 557.3% | 477.7% |
| 06/2016 | -0.65% | -0.77% | 1,516.1 | - | - | - | 1.18% | 572.7% | 482% |
| 05/2016 | 0.93% | -0.12% | 1,517.7 | - | - | - | 1.18% | 553.4% | 456.6% |
| 04/2016 | 0.49% | -1.04% | 1,502.2 | - | - | - | 1.18% | 540.4% | 455.6% |
| 03/2016 | 1.19% | -1.53% | 1,496.8 | - | - | - | 1.18% | 545.1% | 454.6% |
| 02/2016 | -0.94% | -2.68% | 1,482.7 | - | - | - | 1.18% | 517% | 437.3% |
| 01/2016 | -1.76% | -1.76% | 1,500.2 | - | - | - | 1.18% | 559.7% | 480.7% |
| 12/2015 | -0.73% | 3.32% | 1,526.6 | - | - | - | 1.38% | 611.4% | 520.8% |
| 11/2015 | 0.1% | 4.08% | 1,539.5 | - | - | - | 1.38% | 610.6% | 519.1% |
| 10/2015 | 2.5% | 3.98% | 1,540.6 | - | - | - | 1.38% | 603.8% | 510.4% |
| 09/2015 | -2.08% | 1.44% | 1,511 | - | - | - | 1.38% | 585.9% | 472.1% |
| 08/2015 | -1.79% | 3.6% | 1,533.8 | - | - | - | 1.38% | 623.1% | 488.1% |
| 07/2015 | 1.64% | 5.49% | 1,561.2 | - | - | - | 1.38% | 652.1% | 515.4% |
| 06/2015 | -2.39% | 3.79% | 1,542.5 | - | - | - | 1.38% | 643.5% | 513.2% |
| 05/2015 | 0.66% | 6.33% | 1,571.6 | - | - | - | 1.38% | 658% | 528.9% |
| 04/2015 | 0.66% | 5.63% | 1,562.9 | - | - | - | 1.38% | 653% | 539.5% |
| 03/2015 | 1.07% | 4.94% | 1,564.5 | - | - | - | 1.38% | 653.1% | 542.2% |
| 02/2015 | 3.34% | 3.83% | 1,552.9 | - | - | - | 1.38% | 633.6% | 565.4% |
| 01/2015 | 0.47% | 0.47% | 1,499.8 | - | - | - | 1.38% | 589.6% | 535.4% |
| 12/2014 | -1.35% | 5.84% | 1,495.9 | - | - | - | 1.94% | 599.4% | 547% |
| 11/2014 | 1.32% | 7.29% | 1,519.7 | - | - | - | 1.94% | 633.6% | 582.8% |
| 10/2014 | 0.19% | 5.89% | 1,495.6 | - | - | - | 1.94% | 612.9% | 550.6% |
| 09/2014 | 0.3% | 5.69% | 1,495.3 | - | - | - | 1.94% | 601.2% | 536.6% |
| 08/2014 | 2.12% | 5.37% | 1,487.2 | - | - | - | 1.94% | 586% | 542.6% |
| 07/2014 | -0.44% | 3.18% | 1,466.9 | - | - | - | 1.94% | 555.4% | 485.3% |
| 06/2014 | -0.07% | 3.64% | 1,476.1 | - | - | - | 1.94% | 553.1% | 481.6% |
| 05/2014 | 1.17% | 3.71% | 1,481.3 | - | - | - | 1.94% | 554.7% | 469.3% |
| 04/2014 | -0.19% | 2.51% | 1,463.1 | - | - | - | 1.94% | 541.8% | 451.3% |
| 03/2014 | 1.23% | 2.71% | 1,466.4 | - | - | - | 1.94% | 543.7% | 443.4% |
| 02/2014 | 1.98% | 1.46% | 1,453.4 | - | - | - | 1.94% | 524.1% | 438.2% |
| 01/2014 | -0.51% | -0.51% | 1,426.2 | - | - | - | 1.94% | 461.9% | 403.2% |
| 12/2013 | 0.11% | 12.32% | 1,436 | - | - | - | 0.8% | 482.9% | 430.6% |
| 11/2013 | 1.7% | 12.2% | 1,442.7 | - | - | - | 0.8% | 484.4% | 385.2% |
| 10/2013 | 1.57% | 10.32% | 1,419.2 | - | - | - | 0.8% | 484.8% | 393.8% |
| 09/2013 | 2.69% | 8.62% | 1,399.1 | - | - | - | 0.8% | 484.2% | 415.6% |
| 08/2013 | -0.6% | 5.77% | 1,340.4 | - | - | - | 0.8% | 458.1% | 401.4% |
| 07/2013 | 2.01% | 6.41% | 1,351.4 | - | - | - | 0.8% | 455.6% | 391.3% |
| 06/2013 | -1.49% | 4.31% | 1,334.4 | - | - | - | 0.8% | 438.7% | 354.6% |
| 05/2013 | 1.84% | 5.89% | 1,364 | - | - | - | 0.8% | 448.6% | 339.1% |
| 04/2013 | 0.95% | 3.98% | 1,336.6 | - | - | - | 0.8% | 451% | 345.9% |
| 03/2013 | 0.64% | 3% | 1,332 | - | - | - | 0.8% | 472.5% | 370.3% |
| 02/2013 | 0.94% | 2.34% | 1,325.5 | - | - | - | 0.8% | 469.2% | 378.1% |
| 01/2013 | 1.39% | 1.39% | 1,301.8 | - | - | - | 0.8% | 465.8% | 366.7% |
| 12/2012 | 0.91% | 12.1% | 1,278.8 | - | - | - | 0.6% | 460.9% | 356.8% |
| 11/2012 | 1.34% | 11.09% | 1,281.3 | - | - | - | 0.6% | 468.5% | 349.4% |
| 10/2012 | 2.1% | 9.62% | 1,265.2 | - | - | - | 0.6% | 459.1% | 343.8% |
| 09/2012 | 2.42% | 7.37% | 1,246.6 | - | - | - | 0.6% | 456.2% | 347.3% |
| 08/2012 | 1.08% | 4.83% | 1,219.6 | - | - | - | 0.6% | 441.5% | 356.5% |
| 07/2012 | 1.72% | 3.71% | 1,210.6 | - | - | - | 0.6% | 436.2% | 353.5% |
| 06/2012 | -0.42% | 1.96% | 1,194 | - | - | - | 0.6% | 421.2% | 339.9% |
| 05/2012 | -2.96% | 2.39% | 1,205.2 | - | - | - | 0.6% | 404.7% | 301.8% |
| 04/2012 | 1.08% | 5.51% | 1,238.6 | - | - | - | 0.6% | 433.3% | 299.2% |
| 03/2012 | 1.09% | 4.38% | 1,223.9 | - | - | - | 0.6% | 437.8% | 306.8% |
| 02/2012 | 0.63% | 3.26% | 1,213.3 | - | - | - | 0.6% | 426.6% | 319% |
| 01/2012 | 2.61% | 2.61% | 1,196.2 | - | - | - | 0.6% | 427.5% | 306.7% |
| 12/2011 | 0.66% | -5.03% | 1,175.4 | - | - | - | 1.84% | 416.2% | 296.2% |
| 11/2011 | -1.82% | -5.65% | 1,164 | - | - | - | 1.84% | 407.1% | 293.1% |
| 10/2011 | 3.62% | -3.9% | 1,198 | - | - | - | 1.84% | 421.9% | 281.8% |
| 09/2011 | -2.43% | -7.26% | 1,162 | - | - | - | 1.84% | 402.8% | 273.4% |
| 08/2011 | -3.54% | -4.95% | 1,190.9 | - | - | - | 1.84% | 443.5% | 304.7% |
| 07/2011 | -0.24% | -1.46% | 1,237 | - | - | - | 1.84% | 471.1% | 319.1% |
| 06/2011 | -1.48% | -1.22% | 1,244.5 | - | - | - | 1.84% | 481.8% | 322.5% |
| 05/2011 | -0.73% | 0.26% | 1,261.3 | - | - | - | 1.84% | 487.6% | 326.3% |
| 04/2011 | -0.03% | 1% | 1,281.3 | - | - | - | 1.84% | 485.2% | 330.1% |
| 03/2011 | -0.25% | 1.03% | 1,284.1 | - | - | - | 1.84% | 499.6% | 329.9% |
| 02/2011 | 0.12% | 1.28% | 1,290 | - | - | - | 1.84% | 489.7% | 325.7% |
| 01/2011 | 1.16% | 1.16% | 1,291.6 | - | - | - | 1.84% | 512.3% | 346.6% |
| 12/2010 | 2.19% | 11.73% | 1,275.8 | - | - | - | 0.81% | 502.8% | 337.2% |
| 11/2010 | -0.55% | 9.34% | 1,251.6 | - | - | - | 0.81% | 483.9% | 326.3% |
| 10/2010 | 3% | 9.94% | 1,259.3 | - | - | - | 0.81% | 492.8% | 347.2% |
| 09/2010 | 2.38% | 6.74% | 1,228.7 | - | - | - | 0.81% | 473.3% | 361.1% |
| 08/2010 | 0.69% | 4.26% | 1,197 | - | - | - | 0.81% | 436.3% | 357.7% |
| 07/2010 | 2.53% | 3.54% | 1,126.6 | - | - | - | 0.81% | 404.1% | 287.1% |
| 06/2010 | 0.06% | 0.99% | 1,166.9 | - | - | - | 0.81% | 412.8% | 279.5% |
| 05/2010 | -2.7% | 0.93% | 1,178.4 | - | - | - | 0.81% | 422.5% | 288.8% |
| 04/2010 | -0.68% | 3.73% | 1,212 | - | - | - | 0.81% | 437.3% | 299.5% |
| 03/2010 | 2.19% | 4.44% | 1,264.6 | - | - | - | 0.81% | 437.9% | 286.6% |
| 02/2010 | 1.56% | 2.2% | 1,200.4 | - | - | - | 0.81% | 399% | 257.2% |
| 01/2010 | 0.63% | 0.63% | 1,189.3 | - | - | - | 0.81% | 389.5% | 242.8% |
| 12/2009 | 0.79% | 35.97% | 1,180.8 | - | - | - | 0.59% | - | - |
| 11/2009 | 2.28% | 34.91% | 1,172.7 | - | - | - | 0.59% | - | - |
| 10/2009 | 2.08% | 31.9% | 1,152.4 | - | - | - | 0.59% | - | - |
| 09/2009 | 1.59% | 29.21% | 1,130.5 | - | - | - | 0.59% | - | - |
| 08/2009 | 1.85% | 27.19% | 1,115.6 | - | - | - | 0.59% | - | - |
| 07/2009 | 3.92% | 24.88% | 1,100 | - | - | - | 0.59% | - | - |
| 06/2009 | 2.35% | 20.17% | 1,061.8 | - | - | - | 0.59% | - | - |
| 05/2009 | 2.43% | 17.41% | 1,042.7 | - | - | - | 0.59% | - | - |
| 04/2009 | 5.04% | 14.62% | 1,019.8 | - | - | - | 0.59% | - | - |
| 03/2009 | 4.22% | 9.12% | 974 | - | - | - | 0.59% | - | - |
| 02/2009 | 0.63% | 4.71% | 941.3 | - | - | - | 0.59% | - | - |
| 01/2009 | 4.05% | 4.05% | 941.2 | - | - | - | 0.59% | - | - |
| 12/2008 | 0.94% | -18.78% | 906.6 | - | - | - | 1.52% | - | - |
| 11/2008 | -2.85% | -19.53% | 902.9 | - | - | - | 1.52% | - | - |
| 10/2008 | -7.67% | -17.17% | 931.6 | - | - | - | 1.52% | - | - |
| 09/2008 | -6.03% | -10.29% | 1,011.6 | - | - | - | 1.52% | - | - |
| 08/2008 | -0.44% | -4.54% | 1,067.7 | - | - | - | 1.52% | - | - |
| 07/2008 | -0.93% | -4.12% | 1,074.8 | - | - | - | 1.52% | - | - |
| 06/2008 | -0.63% | -3.22% | 1,081.2 | - | - | - | 1.52% | - | - |
| 05/2008 | 0.92% | -2.6% | 1,086.4 | - | - | - | 1.52% | - | - |
| 04/2008 | 1.88% | -3.49% | 1,071.2 | - | - | - | 1.52% | - | - |
| 03/2008 | -2.68% | -5.27% | 1,054.5 | - | - | - | 1.52% | - | - |
| 02/2008 | 1.32% | -2.66% | 1,074.9 | - | - | - | 1.52% | - | - |
| 01/2008 | -3.93% | -3.93% | 1,137.9 | - | - | - | 1.52% | - | - |
| 12/2007 | 0.75% | 9.63% | 1,011.2 | - | - | - | 1.78% | - | - |
| 11/2007 | -2.06% | 8.81% | 1,030 | - | - | - | 1.78% | - | - |
| 10/2007 | 2.46% | 11.1% | 1,010.8 | - | - | - | 1.78% | - | - |
| 09/2007 | 1.94% | 8.43% | 994.9 | - | - | - | 1.78% | - | - |
| 08/2007 | -2.92% | 6.37% | 925.8 | - | - | - | 1.78% | - | - |
| 07/2007 | -0.39% | 9.57% | 929.6 | - | - | - | 1.78% | - | - |
| 06/2007 | 0.95% | 10% | 923.3 | - | - | - | 1.78% | - | - |
| 05/2007 | 2.64% | 8.96% | 901.8 | - | - | - | 1.78% | - | - |
| 04/2007 | 2.58% | 6.16% | 884.5 | - | - | - | 1.78% | - | - |
| 03/2007 | 0.49% | 3.49% | 881.4 | - | - | - | 1.78% | - | - |
| 02/2007 | 0.76% | 2.99% | 876.8 | - | - | - | 1.78% | - | - |
| 01/2007 | 2.21% | 2.21% | 858.2 | - | - | - | 1.78% | - | - |
| 12/2006 | -0.11% | 8.54% | 864.3 | - | - | - | 2.4% | - | - |
| 11/2006 | 1.3% | 8.66% | 858.1 | - | - | - | 2.4% | - | - |
| 10/2006 | 2.62% | 7.27% | 843.9 | - | - | - | 2.4% | - | - |
| 09/2006 | 0.69% | 4.53% | 841 | - | - | - | 2.4% | - | - |
| 08/2006 | 0.84% | 3.81% | 834.8 | - | - | - | 2.4% | - | - |
| 07/2006 | 0.76% | 2.95% | 830.8 | - | - | - | 2.4% | - | - |
| 06/2006 | -1.97% | 2.17% | 846.7 | - | - | - | 2.4% | - | - |
| 05/2006 | -0.16% | 4.22% | 849.7 | - | - | - | 2.4% | - | - |
| 04/2006 | 2.04% | 4.39% | 836.8 | - | - | - | 2.4% | - | - |
| 03/2006 | 0.7% | 2.3% | 986.4 | - | - | - | 2.4% | - | - |
| 02/2006 | -0.36% | 1.59% | 866.4 | - | - | - | 2.4% | - | - |
| 01/2006 | 1.96% | 1.96% | 866.4 | - | - | - | 2.4% | - | - |
| 12/2005 | 0.97% | 15.23% | 866.4 | - | - | - | 1.78% | - | - |
| 11/2005 | 0.56% | 14.12% | 854.4 | - | - | - | 1.78% | - | - |
| 10/2005 | 0.31% | 13.49% | 854.4 | - | - | - | 1.78% | - | - |
| 09/2005 | 2.34% | 13.14% | 854.4 | - | - | - | 1.78% | - | - |
| 08/2005 | 2.21% | 10.55% | 826.5 | - | - | - | 1.78% | - | - |
| 07/2005 | 2.77% | 8.16% | 826.5 | - | - | - | 1.78% | - | - |
| 06/2005 | -0.72% | 5.24% | 826.5 | - | - | - | 1.78% | - | - |
| 05/2005 | 1.29% | 6.01% | 806.9 | - | - | - | 1.78% | - | - |
| 04/2005 | 1.89% | 4.66% | 806.9 | - | - | - | 1.78% | - | - |
| 03/2005 | -0.09% | 2.72% | 806.9 | - | - | - | 1.78% | - | - |
| 02/2005 | 1.16% | 2.81% | 786.2 | - | - | - | 1.78% | - | - |
| 01/2005 | 1.63% | 1.63% | 786.2 | - | - | - | 1.78% | - | - |
| 12/2004 | 1.97% | 9.17% | 786.2 | - | - | - | 2.78% | - | - |
| 11/2004 | 1.55% | 7.06% | 757.6 | - | - | - | 2.78% | - | - |
| 10/2004 | 0.33% | 5.43% | 757.6 | - | - | - | 2.78% | - | - |
| 09/2004 | 0.71% | 5.08% | 757.6 | - | - | - | 2.78% | - | - |
| 08/2004 | -0.12% | 4.34% | 759.2 | - | - | - | 2.78% | - | - |
| 07/2004 | -0.84% | 4.47% | 759.2 | - | - | - | 2.78% | - | - |
| 06/2004 | 1.28% | 5.35% | 759.2 | - | - | - | 2.78% | - | - |
| 05/2004 | 0.71% | 4.02% | 740 | - | - | - | 2.78% | - | - |
| 04/2004 | 0.6% | 3.29% | 740 | - | - | - | 2.78% | - | - |
| 03/2004 | 1.08% | 2.67% | 740 | - | - | - | 2.78% | - | - |
| 02/2004 | 0.4% | 1.57% | 721.2 | - | - | - | 2.78% | - | - |
| 01/2004 | 1.17% | 1.17% | 721.2 | - | - | - | 2.78% | - | - |
| 12/2003 | 1.48% | 20.38% | 721.2 | - | - | - | 0.55% | - | - |
| 11/2003 | 2.18% | 18.62% | 681.6 | - | - | - | 0.55% | - | - |
| 10/2003 | 2.28% | 16.09% | 681.6 | - | - | - | 0.55% | - | - |
| 09/2003 | 1.77% | 13.5% | 681.6 | - | - | - | 0.55% | - | - |
| 08/2003 | 0.27% | 11.53% | 675.3 | - | - | - | 0.55% | - | - |
| 07/2003 | -1.04% | 11.23% | 675.3 | - | - | - | 0.55% | - | - |
| 06/2003 | 2.13% | 12.4% | 675.3 | - | - | - | 0.55% | - | - |
| 05/2003 | 3.22% | 10.05% | 622.3 | - | - | - | 0.55% | - | - |
| 04/2003 | 3.31% | 6.62% | 622.3 | - | - | - | 0.55% | - | - |
| 03/2003 | 1.92% | 3.2% | 622.3 | - | - | - | 0.55% | - | - |
| 02/2003 | 1.21% | 1.26% | 603.5 | - | - | - | 0.55% | - | - |
| 01/2003 | 0.05% | 0.05% | 603.5 | - | - | - | 0.55% | - | - |
| 12/2002 | -1.09% | -1.3% | 603.5 | - | - | - | - | - | - |
| 11/2002 | 3.5% | -0.21% | 592.8 | - | - | - | - | - | - |
| 10/2002 | -0.52% | -3.58% | 592.8 | - | - | - | - | - | - |
| 09/2002 | -1.98% | -3.08% | 592.8 | - | - | - | - | - | - |
| 08/2002 | 0.11% | -1.12% | 597.9 | - | - | - | - | - | - |
| 07/2002 | 0.87% | -1.23% | 597.9 | - | - | - | - | - | - |
| 06/2002 | -1.45% | -2.08% | 597.9 | - | - | - | - | - | - |
| 05/2002 | 1.46% | -0.64% | 600.6 | - | - | - | - | - | - |
| 04/2002 | -0.65% | -2.07% | 600.6 | - | - | - | - | - | - |
| 03/2002 | -2.16% | -1.43% | 600.6 | - | - | - | - | - | - |
| 02/2002 | -0.83% | 0.75% | 608.2 | - | - | - | - | - | - |
| 01/2002 | 1.59% | 1.59% | 608.2 | - | - | - | - | - | - |
| 12/2001 | 4.21% | 8.39% | 608.2 | - | - | - | - | - | - |
| 11/2001 | 1.61% | 4.01% | 572.7 | - | - | - | - | - | - |
| 10/2001 | 0.54% | 2.36% | 572.7 | - | - | - | - | - | - |
| 09/2001 | -1.41% | 1.81% | 572.7 | - | - | - | - | - | - |
| 08/2001 | -0.36% | 3.27% | 577 | - | - | - | - | - | - |
| 07/2001 | 0.91% | 3.64% | 577 | - | - | - | - | - | - |
| 06/2001 | 1% | 2.71% | 577 | - | - | - | - | - | - |
| 05/2001 | 0.81% | 1.69% | 553.6 | - | - | - | - | - | - |
| 04/2001 | 2.45% | 0.87% | 553.6 | - | - | - | - | - | - |
| 03/2001 | -1.43% | -1.54% | 553.6 | - | - | - | - | - | - |
| 02/2001 | 0.17% | -0.11% | 561.8 | - | - | - | - | - | - |
| 01/2001 | -0.28% | -0.28% | 561.8 | - | - | - | - | - | - |
| 12/2000 | 0.97% | 3.62% | 561.8 | - | - | - | - | - | - |
| 11/2000 | 0.39% | 2.63% | 574.7 | - | - | - | - | - | - |
| 10/2000 | -3.69% | 2.23% | 574.7 | - | - | - | - | - | - |
| 09/2000 | -0.04% | 6.15% | 574.7 | - | - | - | - | - | - |
| 08/2000 | 1.71% | 6.19% | 568.2 | - | - | - | - | - | - |
| 07/2000 | -0.52% | 4.4% | 568.2 | - | - | - | - | - | - |
| 06/2000 | 0.8% | 4.95% | 568.2 | - | - | - | - | - | - |
| 05/2000 | 1.66% | 4.12% | 558.9 | - | - | - | - | - | - |
| 04/2000 | -0.81% | 2.41% | 558.9 | - | - | - | - | - | - |
| 03/2000 | -0.69% | 3.25% | 558.9 | - | - | - | - | - | - |
| 02/2000 | 3.4% | 3.97% | 382.7 | - | - | - | - | - | - |
| 01/2000 | 0.55% | 0.55% | 382.7 | - | - | - | - | - | - |
| 12/1999 | 2.48% | - | 382.7 | - | - | - | - | - | - |
| 11/1999 | 2.35% | - | 362.9 | - | - | - | - | - | - |
| 10/1999 | 0.7% | - | 362.9 | - | - | - | - | - | - |
| 09/1999 | 0.91% | - | 362.9 | - | - | - | - | - | - |
| 08/1999 | 0.16% | - | 354.5 | - | - | - | - | - | - |
| 07/1999 | 1.3% | - | 354.5 | - | - | - | - | - | - |
| 06/1999 | 1.05% | - | 354.5 | - | - | - | - | - | - |
| 05/1999 | 1.13% | - | 340.6 | - | - | - | - | - | - |
| 04/1999 | 2.1% | - | 340.6 | - | - | - | - | - | - |
| 03/1999 | 2.24% | - | 340.6 | - | - | - | - | - | - |
| 02/1999 | 1% | - | 0 | - | - | - | - | - | - |
| 01/1999 | 0.01% | - | 0 | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של כלל-קרן ט'?
ב-07/2026: -0.23% לחודש, 7.16% מתחילת השנה, 41.07% ל-3 שנים ו-49.05% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בכלל-קרן ט'?
2.07% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם כלל-קרן ט' 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 הביטוח נט לשנת 1999-2022, רשות שוק ההון, ביטוח וחיסכון, data.gov.il, רישיון data.gov.il (רישיון הפורטל). נמשך ב-2026-09-12 · נתוני הביטוח נט לשנת 2023, רשות שוק ההון, ביטוח וחיסכון, data.gov.il, רישיון data.gov.il (רישיון הפורטל). נמשך ב-2026-09-12 · נתוני הביטוח נט לשנים 2024-היום, רשות שוק ההון, ביטוח וחיסכון, data.gov.il, רישיון data.gov.il (רישיון הפורטל). 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.