מגדל-קרן ח': תשואה, דמי ניהול וסיכון
מגדל-קרן ח' מנוהלת על ידי , בסיווג פוליסות שהונפקו בשנים 1990-1991; 331 חודשי דיווח מ-01/1999 עד 07/2026.
תשואה 07/2026
0.25%
מתחילת השנה
6.02%
3 שנים מצטבר
35.61%
5 שנים מצטבר
45.04%
דמי ניהול מצבירה
1.65%
לשנה
נכסים
30
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: 30 מיליון ש"ח, מקום 7 מתוך 9 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 45.04%, מקום 5 מתוך 9 בקטגוריה; ל-3 שנים: 35.61% (מקום 5 מתוך 9).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,504 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 19,549 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 1.65% לשנה (מקום 3 מתוך 9 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-28,305 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -9.1% בין 08/2008 ל-11/2008.
- סטיית תקן: 4.23; מדד שארפ: 1.33 (מקום 1 מתוך 9); חשיפה למניות 9.7%, לחו"ל 9.5%, למט"ח 3.5%.
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 | 14.08% | 4.36% | 5.3% | 3.77% | 11.39% | 8.97% | 20.29% | 8.15% | 9.81% | -1.24% | 21.84% | 11.01% | 0.95% | 9.2% | 7.84% | 3.93% | 2.11% | 3.05% | 7.14% | 1.07% | 10.47% | 4.46% | 13.64% | -4.94% | 8.21% | 11% | 13.23% |
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) | 30 | 7 / 9 |
| דמי ניהול מצבירה (נמוך = 1) | 1.65% | 3 / 9 |
| תשואה מתחילת השנה | 6.02% | 6 / 9 |
| תשואה 3 שנים | 35.61% | 5 / 9 |
| תשואה 5 שנים | 45.04% | 5 / 9 |
| מדד שארפ | 1.33 | 1 / 9 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- איילון-קרן ט' 13 מ' ש"ח
- הראל-קרן ח' 4 מ' ש"ח
- הכשרה חברה לביטוח בע"מ - קרן ט' 77 מ' ש"ח
- מנורה-קרן ט' 542 מ' ש"ח
- הראל-קרן ט' 1,056 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | 0.25% | 6.02% | 29.8 | - | - | - | 1.65% | 9.7% | 9.5% |
| 06/2026 | -0.07% | 5.76% | 29.4 | - | - | - | 1.65% | 9.5% | 9.1% |
| 05/2026 | 1.73% | 5.83% | 29.8 | - | - | - | 1.65% | 10% | 9% |
| 04/2026 | 3.08% | 4.03% | 29.3 | - | - | - | 1.65% | 9.9% | 9.1% |
| 03/2026 | -1.55% | 0.92% | 29.7 | - | - | - | 1.65% | 10.1% | 9.8% |
| 02/2026 | 0.75% | 2.51% | 30.2 | - | - | - | 1.65% | 10.3% | 9.8% |
| 01/2026 | 1.75% | 1.75% | 30.1 | - | - | - | 1.65% | 10.1% | 9.6% |
| 12/2025 | 0.95% | 13.23% | 29.9 | - | - | - | 0.66% | 10% | 9.8% |
| 11/2025 | 1.01% | 12.16% | 29.8 | - | - | - | 0.66% | 9.6% | 10.1% |
| 10/2025 | 1.1% | 11.04% | 30.2 | - | - | - | 0.66% | 9.9% | 10.2% |
| 09/2025 | 1.76% | 9.83% | 30.2 | - | - | - | 0.66% | 9.8% | 10.3% |
| 08/2025 | 0.99% | 7.93% | 29.8 | - | - | - | 0.66% | 9.4% | 10.2% |
| 07/2025 | 0.84% | 6.87% | 29.6 | - | - | - | 0.66% | 9.3% | 10.2% |
| 06/2025 | 2.57% | 5.98% | 29.7 | - | - | - | 0.66% | 9.5% | 10.3% |
| 05/2025 | 1.51% | 3.33% | 28.9 | - | - | - | 0.66% | 8.9% | 10.3% |
| 04/2025 | 1.1% | 1.79% | 28.5 | - | - | - | 0.66% | 8.7% | 10.5% |
| 03/2025 | -0.72% | 0.68% | 28.3 | - | - | - | 0.66% | 8.3% | 10.7% |
| 02/2025 | 0.54% | 1.41% | 28.8 | - | - | - | 0.66% | 8.5% | 10.4% |
| 01/2025 | 0.87% | 0.87% | 28.7 | - | - | - | 0.66% | 8.5% | 10.4% |
| 12/2024 | 0.78% | 11% | 28.7 | - | - | - | 0.65% | 8.5% | 10.4% |
| 11/2024 | 1.82% | 10.14% | 28.5 | - | - | - | 0.65% | 8.3% | 10.3% |
| 10/2024 | 0.18% | 8.17% | 28 | - | - | - | 0.65% | 7.8% | 10.1% |
| 09/2024 | 1.29% | 7.97% | 28 | - | - | - | 0.65% | 7.8% | 10.2% |
| 08/2024 | 1.38% | 6.6% | 27.9 | - | - | - | 0.65% | 7.9% | 10.2% |
| 07/2024 | 1.21% | 5.15% | 27.4 | - | - | - | 0.65% | 7.7% | 10.1% |
| 06/2024 | 0.54% | 3.89% | 27.9 | - | - | - | 0.65% | 7.7% | 10.2% |
| 05/2024 | 0.91% | 3.33% | 27.9 | - | - | - | 0.65% | 7.6% | 9.8% |
| 04/2024 | -0.82% | 2.4% | 27.8 | - | - | - | 0.65% | 7.4% | 9.7% |
| 03/2024 | 1.66% | 3.25% | 28.1 | - | - | - | 0.65% | 7.7% | 9.9% |
| 02/2024 | 1.45% | 1.56% | 27.6 | - | - | - | 0.65% | 7.4% | 9.5% |
| 01/2024 | 0.11% | 0.11% | 27.5 | - | - | - | 0.65% | 7.1% | 9.5% |
| 12/2023 | 1.94% | 8.21% | 27.5 | - | - | - | 0.64% | 7.2% | 9.7% |
| 11/2023 | 2.6% | 6.15% | 26.7 | - | - | - | 0.64% | 6.7% | 9.3% |
| 10/2023 | -2.02% | 3.46% | 26.3 | - | - | - | 0.64% | 6.6% | 9.7% |
| 09/2023 | -0.81% | 5.59% | 27.1 | - | - | - | 0.64% | 7.2% | 9.7% |
| 08/2023 | 0.12% | 6.45% | 27.3 | - | - | - | 0.64% | 7% | 9.6% |
| 07/2023 | 1.5% | 6.33% | 27.4 | - | - | - | 0.64% | 7.2% | 9.5% |
| 06/2023 | 1.31% | 4.76% | 27 | - | - | - | 0.64% | 7% | 9.5% |
| 05/2023 | 1.04% | 3.4% | 26.6 | - | - | - | 0.64% | 5.6% | 7.7% |
| 04/2023 | 0.5% | 2.34% | 26 | - | - | - | 0.64% | 5.4% | 7.4% |
| 03/2023 | 1.11% | 1.83% | 26.5 | - | - | - | 0.64% | 5.7% | 7.9% |
| 02/2023 | -1.11% | 0.71% | 26.9 | - | - | - | 0.64% | 5.9% | 8.3% |
| 01/2023 | 1.84% | 1.84% | 26.9 | - | - | - | 0.64% | 5.8% | 7.9% |
| 12/2022 | -0.88% | -4.94% | 27.3 | - | - | - | 2% | 6.1% | 8.5% |
| 11/2022 | 0.65% | -4.09% | 27.7 | - | - | - | 2% | 6.2% | 8.3% |
| 10/2022 | 1.35% | -4.71% | 27.5 | - | - | - | 2% | 6.1% | 8% |
| 09/2022 | -2.58% | -5.98% | 27.2 | - | - | - | 2% | 5.9% | 7.8% |
| 08/2022 | -1.06% | -3.49% | 27.9 | - | - | - | 2% | 6.4% | 7.9% |
| 07/2022 | 2.15% | -2.46% | 28.2 | - | - | - | 2% | 6.5% | 8.1% |
| 06/2022 | -0.8% | -4.51% | 27.7 | - | - | - | 2% | 6.2% | 8.1% |
| 05/2022 | -1.64% | -3.74% | 27.8 | - | - | - | 2% | 6.6% | 8.3% |
| 04/2022 | -0.93% | -2.14% | 26.8 | - | - | - | 2% | 6% | 7.1% |
| 03/2022 | 0.73% | -1.22% | 29.4 | - | - | - | 2% | 7.3% | 8.4% |
| 02/2022 | -0.5% | -1.93% | 29.4 | - | - | - | 2% | 7.4% | 8.5% |
| 01/2022 | -1.44% | -1.44% | 29.5 | - | - | - | 2% | 7.5% | 8.7% |
| 12/2021 | 1.47% | 13.64% | 30.2 | - | - | - | 1.13% | 7.7% | 8.7% |
| 11/2021 | 0.43% | 12% | 30 | - | - | - | 1.13% | 7.5% | 8.5% |
| 10/2021 | 1.86% | 11.52% | 30 | - | - | - | 1.13% | 7.5% | 8.4% |
| 09/2021 | 0.04% | 9.48% | 30.1 | - | - | - | 1.13% | 7.8% | 8.9% |
| 08/2021 | 1.9% | 9.44% | 30 | - | - | - | 1.13% | 7.9% | 8.9% |
| 07/2021 | 0.76% | 7.4% | 29.4 | - | - | - | 1.13% | 7.7% | 8.8% |
| 06/2021 | 0.57% | 6.59% | 28.8 | - | - | - | 1.13% | 7.5% | 8.5% |
| 05/2021 | 1.7% | 5.98% | 28.7 | - | - | - | 1.13% | 7.4% | 8.4% |
| 04/2021 | 1.2% | 4.21% | 28.5 | - | - | - | 1.13% | 7.4% | 8.4% |
| 03/2021 | 1.54% | 2.98% | 28.2 | - | - | - | 1.13% | 7.2% | 8.2% |
| 02/2021 | 0.33% | 1.41% | 27.8 | - | - | - | 1.13% | 7% | 8.1% |
| 01/2021 | 1.08% | 1.08% | 25.6 | - | - | - | 1.13% | 5.7% | 6.7% |
| 12/2020 | 1.51% | 4.46% | 29.2 | - | - | - | 1.74% | 7.5% | 8.8% |
| 11/2020 | 3.47% | 2.91% | 29 | - | - | - | 1.74% | 7.1% | 8.5% |
| 10/2020 | 0.14% | -0.55% | 28.3 | - | - | - | 1.74% | 6.6% | 8.5% |
| 09/2020 | -1.31% | -0.68% | 30.5 | - | - | - | 1.74% | 7.3% | 9.5% |
| 08/2020 | 2.24% | 0.63% | 30.9 | - | - | - | 1.74% | 7.6% | 9.5% |
| 07/2020 | 1.35% | -1.57% | 30.9 | - | - | - | 1.74% | 7.4% | 9.5% |
| 06/2020 | -0.16% | -2.88% | 25.3 | - | - | - | 1.74% | 4.9% | 6.5% |
| 05/2020 | 1.52% | -2.73% | 25.3 | - | - | - | 1.74% | 5.1% | 6.6% |
| 04/2020 | 3.34% | -4.18% | 22.7 | - | - | - | 1.74% | 4.1% | 5.2% |
| 03/2020 | -6.38% | -7.28% | 25.3 | - | - | - | 1.74% | 5% | 6.4% |
| 02/2020 | -1.02% | -0.96% | 27.3 | - | - | - | 1.74% | 6.1% | 7.2% |
| 01/2020 | 0.06% | 0.06% | 29 | - | - | - | 1.74% | 7% | 7.9% |
| 12/2019 | 0.71% | 10.47% | 26.9 | - | - | - | 0.65% | 6.4% | 7.3% |
| 11/2019 | 0.59% | 9.7% | 27.4 | - | - | - | 0.65% | 6.2% | 7.1% |
| 10/2019 | 0.93% | 9.05% | 27.2 | - | - | - | 0.65% | 6.1% | 7.1% |
| 09/2019 | 0.74% | 8.05% | 26.1 | - | - | - | 0.65% | 5.3% | 6.2% |
| 08/2019 | 0.06% | 7.25% | 26.1 | - | - | - | 0.65% | 5.2% | 6.2% |
| 07/2019 | 0.83% | 7.19% | 25.9 | - | - | - | 0.65% | 5.1% | 6% |
| 06/2019 | 1.44% | 6.31% | 26.4 | - | - | - | 0.65% | 4.7% | 5.5% |
| 05/2019 | -0.24% | 4.8% | 26.1 | - | - | - | 0.65% | 4.5% | 5.3% |
| 04/2019 | 1.05% | 5.05% | 26.4 | - | - | - | 0.65% | 4.8% | 5.5% |
| 03/2019 | 0.99% | 3.96% | 25.9 | - | - | - | 0.65% | 4.7% | 5.6% |
| 02/2019 | 0.96% | 2.94% | 25.9 | - | - | - | 0.65% | 4.6% | 5.4% |
| 01/2019 | 1.96% | 1.96% | 27.2 | - | - | - | 0.65% | 5.4% | 6.3% |
| 12/2018 | -1.18% | 1.07% | 26.7 | - | - | - | 1.4% | 5.4% | 6.3% |
| 11/2018 | 0.16% | 2.27% | 27.2 | - | - | - | 1.4% | 5.6% | 6.3% |
| 10/2018 | -1.21% | 2.11% | 27.3 | - | - | - | 1.4% | 5.6% | 6.5% |
| 09/2018 | 0.23% | 3.36% | 28.3 | - | - | - | 1.4% | 5.8% | 6.7% |
| 08/2018 | 0.56% | 3.12% | 28.2 | - | - | - | 1.4% | 5.9% | 6.7% |
| 07/2018 | 0.9% | 2.55% | 28.1 | - | - | - | 1.4% | 5.8% | 6.7% |
| 06/2018 | 0.07% | 1.63% | 28.7 | - | - | - | 1.4% | 6% | 6.9% |
| 05/2018 | 0.24% | 1.56% | 28.8 | - | - | - | 1.4% | 6.2% | 6.8% |
| 04/2018 | 0.76% | 1.32% | 29.1 | - | - | - | 1.4% | 6.3% | 7.1% |
| 03/2018 | 0.02% | 0.56% | 28.6 | - | - | - | 1.4% | 6.1% | 6.8% |
| 02/2018 | -0.48% | 0.54% | 28.6 | - | - | - | 1.4% | 6.2% | 6.6% |
| 01/2018 | 1.02% | 1.02% | 29.4 | - | - | - | 1.4% | 6% | 6.4% |
| 12/2017 | 1.17% | 7.14% | 29.4 | - | - | - | 0.93% | 6.1% | 6.3% |
| 11/2017 | 0.64% | 5.9% | 29.2 | - | - | - | 0.93% | 5.9% | 6% |
| 10/2017 | 0.83% | 5.23% | 28.7 | - | - | - | 0.93% | 6% | 5.9% |
| 09/2017 | 0.1% | 4.36% | 28.8 | - | - | - | 0.93% | 6.1% | 6% |
| 08/2017 | 0.5% | 4.26% | 29.1 | - | - | - | 0.93% | 6.2% | 6.1% |
| 07/2017 | 1.2% | 3.74% | 29.6 | - | - | - | 0.93% | 6.5% | 6.3% |
| 06/2017 | -0.44% | 2.51% | 29 | - | - | - | 0.93% | 6.3% | 5.9% |
| 05/2017 | 0.71% | 2.96% | 29.5 | - | - | - | 0.93% | 6.5% | 6.2% |
| 04/2017 | 1.11% | 2.24% | 26.8 | - | - | - | 0.93% | 5.5% | 5.3% |
| 03/2017 | 0.49% | 1.11% | 29.3 | - | - | - | 0.93% | 6.3% | 6.2% |
| 02/2017 | 0.33% | 0.62% | 29.1 | - | - | - | 0.93% | 6.3% | 6.3% |
| 01/2017 | 0.29% | 0.29% | 26.6 | - | - | - | 0.93% | 5.5% | 5.4% |
| 12/2016 | 0.87% | 3.05% | 26.7 | - | - | - | 0.9% | 5.6% | 5.5% |
| 11/2016 | -0.23% | 2.16% | 27.1 | - | - | - | 0.9% | 5.5% | 5.6% |
| 10/2016 | 0.29% | 2.39% | 27.4 | - | - | - | 0.9% | 5.5% | 5.6% |
| 09/2016 | -0.4% | 2.1% | 28 | - | - | - | 0.9% | 5.7% | 5.8% |
| 08/2016 | -0.09% | 2.51% | 28.3 | - | - | - | 0.9% | 5.9% | 5.9% |
| 07/2016 | 1.34% | 2.6% | 29 | - | - | - | 0.9% | 6.1% | 6.1% |
| 06/2016 | 0.08% | 1.24% | 28.4 | - | - | - | 0.9% | 5.7% | 5.9% |
| 05/2016 | 0.33% | 1.16% | 28.7 | - | - | - | 0.9% | 5.8% | 6.2% |
| 04/2016 | 0.94% | 0.83% | 28.5 | - | - | - | 0.9% | 5.7% | 6.1% |
| 03/2016 | 0.95% | -0.11% | 28.7 | - | - | - | 0.9% | 6% | 6.2% |
| 02/2016 | -0.17% | -1.05% | 28.6 | - | - | - | 0.9% | 6.1% | 6.1% |
| 01/2016 | -0.88% | -0.88% | 28.4 | - | - | - | 0.9% | 6.5% | 6.6% |
| 12/2015 | -0.43% | 2.11% | 29 | - | - | - | 0.99% | 6.8% | 6.9% |
| 11/2015 | -0.11% | 2.55% | 29.2 | - | - | - | 0.99% | 6.7% | 6.9% |
| 10/2015 | 1.83% | 2.66% | 29.3 | - | - | - | 0.99% | 6.9% | 6.9% |
| 09/2015 | -1.54% | 0.82% | 29.2 | - | - | - | 0.99% | 7% | 7.2% |
| 08/2015 | -0.98% | 2.39% | 29.5 | - | - | - | 0.99% | 7.4% | 7.3% |
| 07/2015 | 1.02% | 3.41% | 30 | - | - | - | 0.99% | 7.7% | 7.3% |
| 06/2015 | -2.03% | 2.36% | 29.7 | - | - | - | 0.99% | 7.4% | 7.2% |
| 05/2015 | 0.37% | 4.48% | 30.3 | - | - | - | 0.99% | 7.5% | 7.2% |
| 04/2015 | 0.74% | 4.1% | 30 | - | - | - | 0.99% | 7.2% | 7.1% |
| 03/2015 | 0.1% | 3.33% | 30.2 | - | - | - | 0.99% | 7.5% | 7.2% |
| 02/2015 | 2.26% | 3.23% | 30.2 | - | - | - | 0.99% | 7.5% | 7.3% |
| 01/2015 | 0.95% | 0.95% | 28.9 | - | - | - | 0.99% | 7% | 6.8% |
| 12/2014 | -0.81% | 3.93% | 29.4 | - | - | - | 1.22% | 7.3% | 7.5% |
| 11/2014 | 0.59% | 4.78% | 29.8 | - | - | - | 1.22% | 7.4% | 7.7% |
| 10/2014 | 0.03% | 4.17% | 29.6 | - | - | - | 1.22% | 7.5% | 7.8% |
| 09/2014 | -0.05% | 4.14% | 30.1 | - | - | - | 1.22% | 7.6% | 7.6% |
| 08/2014 | 1.43% | 4.19% | 30.1 | - | - | - | 1.22% | 7.6% | 7.6% |
| 07/2014 | 0.08% | 2.72% | 29.6 | - | - | - | 1.22% | 6.1% | 7.2% |
| 06/2014 | -0.02% | 2.64% | 30.4 | - | - | - | 1.22% | 6.6% | 7.6% |
| 05/2014 | 0.48% | 2.66% | 30.3 | - | - | - | 1.22% | 6.4% | 7% |
| 04/2014 | 0.05% | 2.17% | 30.1 | - | - | - | 1.22% | 6.2% | 6.9% |
| 03/2014 | 0.78% | 2.12% | 30.2 | - | - | - | 1.22% | 6.4% | 6.9% |
| 02/2014 | 1.6% | 1.33% | 30.1 | - | - | - | 1.22% | 6.3% | 7% |
| 01/2014 | -0.27% | -0.27% | 29.8 | - | - | - | 1.22% | 6.1% | 6.8% |
| 12/2013 | 0.16% | 7.84% | 30.2 | - | - | - | 1.12% | 6.1% | 7% |
| 11/2013 | 1.42% | 7.67% | 30.7 | - | - | - | 1.12% | 6.3% | 6.9% |
| 10/2013 | 1.1% | 6.16% | 30.4 | - | - | - | 1.12% | 6% | 6.8% |
| 09/2013 | 1.74% | 5.01% | 30.6 | - | - | - | 1.12% | 6.1% | 6.9% |
| 08/2013 | -0.61% | 3.21% | 30 | - | - | - | 1.12% | 5.8% | 6.6% |
| 07/2013 | 1.39% | 3.85% | 30 | - | - | - | 1.12% | 5.6% | 6.5% |
| 06/2013 | -0.85% | 2.42% | 30.3 | - | - | - | 1.12% | 5.7% | 6.7% |
| 05/2013 | 0.91% | 3.3% | 30.6 | - | - | - | 1.12% | 6% | 6.8% |
| 04/2013 | 0.93% | 2.37% | 30.3 | - | - | - | 1.12% | 5.8% | 6.6% |
| 03/2013 | 0.41% | 1.43% | 29.8 | - | - | - | 1.12% | 5.9% | 5.9% |
| 02/2013 | 0.43% | 1.01% | 29.8 | - | - | - | 1.12% | 5.8% | 6.1% |
| 01/2013 | 0.58% | 0.58% | 29.7 | - | - | - | 1.12% | 5.7% | 6% |
| 12/2012 | 0.75% | 9.2% | 29.9 | - | - | - | 0.66% | 5.5% | 5.8% |
| 11/2012 | 0.35% | 8.38% | 29.9 | - | - | - | 0.66% | 5.5% | 5.4% |
| 10/2012 | 0.96% | 8.01% | 29.3 | - | - | - | 0.66% | 5.3% | 5.4% |
| 09/2012 | 1.43% | 6.98% | 29.4 | - | - | - | 0.66% | 5.3% | 5.2% |
| 08/2012 | 0.43% | 5.47% | 29 | - | - | - | 0.66% | 5.2% | 5% |
| 07/2012 | 1.75% | 5.02% | 29.8 | - | - | - | 0.66% | 5.3% | 5.1% |
| 06/2012 | -0.09% | 3.21% | 29.1 | - | - | - | 0.66% | 4.7% | 4.6% |
| 05/2012 | -0.69% | 3.31% | 29.2 | - | - | - | 0.66% | 4.9% | 4.8% |
| 04/2012 | 0.89% | 4.02% | 30.2 | - | - | - | 0.66% | 5.2% | 5.2% |
| 03/2012 | 0.55% | 3.11% | 29.8 | - | - | - | 0.66% | 4.8% | 5.1% |
| 02/2012 | 0.7% | 2.54% | 29.8 | - | - | - | 0.66% | 5.1% | 5.2% |
| 01/2012 | 1.83% | 1.83% | 29.5 | - | - | - | 0.66% | 5.1% | 5.1% |
| 12/2011 | 0.69% | 0.95% | 29.4 | - | - | - | 1.62% | 5.2% | 5.4% |
| 11/2011 | -0.29% | 0.26% | 29.5 | - | - | - | 1.62% | 4.9% | 5.4% |
| 10/2011 | 1.72% | 0.55% | 29.6 | - | - | - | 1.62% | 4.8% | 4.7% |
| 09/2011 | -1.22% | -1.15% | 30.2 | - | - | - | 1.62% | 4.9% | 5% |
| 08/2011 | -0.37% | 0.07% | 30.6 | - | - | - | 1.62% | 5.2% | 5.1% |
| 07/2011 | 0.81% | 0.44% | 30.5 | - | - | - | 1.62% | 5.2% | 5.4% |
| 06/2011 | -0.86% | -0.36% | 31 | - | - | - | 1.62% | 5.4% | 5.9% |
| 05/2011 | -0.23% | 0.5% | 31.2 | - | - | - | 1.62% | 5.8% | 6.2% |
| 04/2011 | 0.7% | 0.73% | 31.4 | - | - | - | 1.62% | 6.2% | 6.4% |
| 03/2011 | -0.84% | 0.03% | 31.2 | - | - | - | 1.62% | 6% | 6.6% |
| 02/2011 | 0.09% | 0.88% | 31.4 | - | - | - | 1.62% | 5.9% | 6.6% |
| 01/2011 | 0.79% | 0.79% | 31.5 | - | - | - | 1.62% | 5.9% | 6.4% |
| 12/2010 | 0.37% | 11.01% | 31.4 | - | - | - | 1.95% | 5.8% | 6% |
| 11/2010 | -0.26% | 10.6% | 31.4 | - | - | - | 1.95% | 5.4% | 6.1% |
| 10/2010 | 2.47% | 10.89% | 31.3 | - | - | - | 1.95% | 5.4% | 5.5% |
| 09/2010 | 1.27% | 8.22% | 30.9 | - | - | - | 1.95% | 5.3% | 5.5% |
| 08/2010 | 1.07% | 6.86% | 30.7 | - | - | - | 1.95% | 5.1% | 5.6% |
| 07/2010 | 2.84% | 5.73% | 29 | - | - | - | 1.95% | 4.7% | 5.2% |
| 06/2010 | -0.21% | 2.81% | 29 | - | - | - | 1.95% | 4.6% | 5.4% |
| 05/2010 | -0.69% | 3.02% | 29.1 | - | - | - | 1.95% | 5.2% | 6.1% |
| 04/2010 | 0.2% | 3.74% | 30 | - | - | - | 1.95% | 5.6% | 6.9% |
| 03/2010 | 2.57% | 3.53% | 34.3 | - | - | - | 1.95% | 7.2% | 8.1% |
| 02/2010 | 0.99% | 0.94% | 33.7 | - | - | - | 1.95% | 7.2% | 8% |
| 01/2010 | -0.05% | -0.05% | 33.5 | - | - | - | 1.95% | 7% | 7.2% |
| 12/2009 | -0.56% | 21.84% | 30.2 | - | - | - | 0.68% | - | - |
| 11/2009 | 2.44% | 22.53% | 30.4 | - | - | - | 0.68% | - | - |
| 10/2009 | 1.42% | 19.61% | 29.9 | - | - | - | 0.68% | - | - |
| 09/2009 | 2.1% | 17.94% | 30.1 | - | - | - | 0.68% | - | - |
| 08/2009 | 1.27% | 15.51% | 29.6 | - | - | - | 0.68% | - | - |
| 07/2009 | 2.96% | 14.06% | 29.2 | - | - | - | 0.68% | - | - |
| 06/2009 | 1.09% | 10.78% | 28.7 | - | - | - | 0.68% | - | - |
| 05/2009 | 0.93% | 9.59% | 28.4 | - | - | - | 0.68% | - | - |
| 04/2009 | 2.61% | 8.58% | 28.5 | - | - | - | 0.68% | - | - |
| 03/2009 | 1.29% | 5.82% | 28.1 | - | - | - | 0.68% | - | - |
| 02/2009 | 2.32% | 4.47% | 27.8 | - | - | - | 0.68% | - | - |
| 01/2009 | 2.1% | 2.1% | 27.1 | - | - | - | 0.68% | - | - |
| 12/2008 | 3.75% | -1.24% | 26.8 | - | - | - | 1.47% | - | - |
| 11/2008 | -1.98% | -4.81% | 25.9 | - | - | - | 1.47% | - | - |
| 10/2008 | -3.89% | -2.89% | 26.4 | - | - | - | 1.47% | - | - |
| 09/2008 | -3.52% | 1.04% | 27.8 | - | - | - | 1.47% | - | - |
| 08/2008 | 0.27% | 4.73% | 28.2 | - | - | - | 1.47% | - | - |
| 07/2008 | 0.32% | 4.45% | 28.6 | - | - | - | 1.47% | - | - |
| 06/2008 | 2.12% | 4.11% | 28.3 | - | - | - | 1.47% | - | - |
| 05/2008 | 0.95% | 1.95% | 28.5 | - | - | - | 1.47% | - | - |
| 04/2008 | 1.73% | 0.99% | 27.9 | - | - | - | 1.47% | - | - |
| 03/2008 | -0.65% | -0.73% | 27.7 | - | - | - | 1.47% | - | - |
| 02/2008 | 1.58% | -0.08% | 28 | - | - | - | 1.47% | - | - |
| 01/2008 | -1.63% | -1.63% | 27.2 | - | - | - | 1.47% | - | - |
| 12/2007 | 0.3% | 9.81% | 28.3 | - | - | - | 1.68% | - | - |
| 11/2007 | -0.56% | 9.48% | 28.1 | - | - | - | 1.68% | - | - |
| 10/2007 | 2.14% | 10.1% | 28.3 | - | - | - | 1.68% | - | - |
| 09/2007 | 1.51% | 7.79% | 27.6 | - | - | - | 1.68% | - | - |
| 08/2007 | -2.54% | 6.19% | 27.3 | - | - | - | 1.68% | - | - |
| 07/2007 | 0.21% | 8.96% | 28 | - | - | - | 1.68% | - | - |
| 06/2007 | 0.84% | 8.73% | 27.4 | - | - | - | 1.68% | - | - |
| 05/2007 | 2.22% | 7.82% | 27.3 | - | - | - | 1.68% | - | - |
| 04/2007 | 2.09% | 5.48% | 26.8 | - | - | - | 1.68% | - | - |
| 03/2007 | 0.29% | 3.32% | 26.9 | - | - | - | 1.68% | - | - |
| 02/2007 | 1.25% | 3.02% | 26.8 | - | - | - | 1.68% | - | - |
| 01/2007 | 1.75% | 1.75% | 26.5 | - | - | - | 1.68% | - | - |
| 12/2006 | -1.29% | 8.15% | 26.4 | - | - | - | 3.22% | - | - |
| 11/2006 | 1.32% | 9.56% | 26.7 | - | - | - | 3.22% | - | - |
| 10/2006 | 2.87% | 8.13% | 26.6 | - | - | - | 3.22% | - | - |
| 09/2006 | 0.65% | 5.12% | 25.7 | - | - | - | 3.22% | - | - |
| 08/2006 | 0.93% | 4.44% | 25.6 | - | - | - | 3.22% | - | - |
| 07/2006 | 0.8% | 3.47% | 25.9 | - | - | - | 3.22% | - | - |
| 06/2006 | -1.16% | 2.65% | 24.1 | - | - | - | 3.22% | - | - |
| 05/2006 | -0.49% | 3.86% | 25.4 | - | - | - | 3.22% | - | - |
| 04/2006 | 1.5% | 4.37% | 24.7 | - | - | - | 3.22% | - | - |
| 03/2006 | 0.7% | 2.83% | 25.5 | - | - | - | 3.22% | - | - |
| 02/2006 | -0.34% | 2.11% | 26 | - | - | - | 3.22% | - | - |
| 01/2006 | 2.46% | 2.46% | 26 | - | - | - | 3.22% | - | - |
| 12/2005 | 0.71% | 20.29% | 26 | - | - | - | 1.64% | - | - |
| 11/2005 | 0.07% | 19.44% | 26.2 | - | - | - | 1.64% | - | - |
| 10/2005 | 0.28% | 19.36% | 26.2 | - | - | - | 1.64% | - | - |
| 09/2005 | 2.55% | 19.02% | 26.2 | - | - | - | 1.64% | - | - |
| 08/2005 | 2.24% | 16.07% | 24 | - | - | - | 1.64% | - | - |
| 07/2005 | 7.36% | 13.52% | 24 | - | - | - | 1.64% | - | - |
| 06/2005 | -0.22% | 5.74% | 24 | - | - | - | 1.64% | - | - |
| 05/2005 | 1.75% | 5.97% | 24.5 | - | - | - | 1.64% | - | - |
| 04/2005 | 2.29% | 4.15% | 24.5 | - | - | - | 1.64% | - | - |
| 03/2005 | 0.04% | 1.82% | 24.5 | - | - | - | 1.64% | - | - |
| 02/2005 | 0.87% | 1.78% | 24.3 | - | - | - | 1.64% | - | - |
| 01/2005 | 0.9% | 0.9% | 24.3 | - | - | - | 1.64% | - | - |
| 12/2004 | 1.46% | 8.97% | 24.3 | - | - | - | 1.98% | - | - |
| 11/2004 | 1.52% | 7.4% | 25.4 | - | - | - | 1.98% | - | - |
| 10/2004 | 0.02% | 5.79% | 25.4 | - | - | - | 1.98% | - | - |
| 09/2004 | 0.85% | 5.77% | 25.4 | - | - | - | 1.98% | - | - |
| 08/2004 | -0.3% | 4.88% | 27.9 | - | - | - | 1.98% | - | - |
| 07/2004 | -0.75% | 5.19% | 27.9 | - | - | - | 1.98% | - | - |
| 06/2004 | 1.61% | 5.99% | 27.9 | - | - | - | 1.98% | - | - |
| 05/2004 | 0.87% | 4.31% | 26 | - | - | - | 1.98% | - | - |
| 04/2004 | 0.34% | 3.41% | 26 | - | - | - | 1.98% | - | - |
| 03/2004 | 0.98% | 3.06% | 26 | - | - | - | 1.98% | - | - |
| 02/2004 | 0.58% | 2.06% | 24.2 | - | - | - | 1.98% | - | - |
| 01/2004 | 1.47% | 1.47% | 24.2 | - | - | - | 1.98% | - | - |
| 12/2003 | 0.91% | 11.39% | 24.2 | - | - | - | 0.6% | - | - |
| 11/2003 | 1.27% | 10.39% | 25.1 | - | - | - | 0.6% | - | - |
| 10/2003 | 1.51% | 9% | 25.1 | - | - | - | 0.6% | - | - |
| 09/2003 | 1.11% | 7.38% | 25.1 | - | - | - | 0.6% | - | - |
| 08/2003 | -0.24% | 6.2% | 25.6 | - | - | - | 0.6% | - | - |
| 07/2003 | -1.02% | 6.46% | 25.6 | - | - | - | 0.6% | - | - |
| 06/2003 | 0.76% | 7.56% | 25.6 | - | - | - | 0.6% | - | - |
| 05/2003 | 1.92% | 6.75% | 25.1 | - | - | - | 0.6% | - | - |
| 04/2003 | 2.81% | 4.73% | 25.1 | - | - | - | 0.6% | - | - |
| 03/2003 | 1.48% | 1.87% | 25.1 | - | - | - | 0.6% | - | - |
| 02/2003 | 0.83% | 0.39% | 25 | - | - | - | 0.6% | - | - |
| 01/2003 | -0.44% | -0.44% | 25 | - | - | - | 0.6% | - | - |
| 12/2002 | -1.63% | 3.77% | 25 | - | - | - | - | - | - |
| 11/2002 | 2.82% | 5.49% | 24.8 | - | - | - | - | - | - |
| 10/2002 | -0.14% | 2.59% | 24.8 | - | - | - | - | - | - |
| 09/2002 | -1.57% | 2.74% | 24.8 | - | - | - | - | - | - |
| 08/2002 | 0.69% | 4.38% | 24.7 | - | - | - | - | - | - |
| 07/2002 | 1.21% | 3.66% | 24.7 | - | - | - | - | - | - |
| 06/2002 | 0.33% | 2.42% | 24.7 | - | - | - | - | - | - |
| 05/2002 | 2.27% | 2.09% | 24.5 | - | - | - | - | - | - |
| 04/2002 | -0.05% | -0.18% | 24.5 | - | - | - | - | - | - |
| 03/2002 | -0.02% | -0.13% | 24.5 | - | - | - | - | - | - |
| 02/2002 | -0.18% | -0.11% | 24.5 | - | - | - | - | - | - |
| 01/2002 | 0.07% | 0.07% | 24.5 | - | - | - | - | - | - |
| 12/2001 | 2.23% | 5.3% | 24.5 | - | - | - | - | - | - |
| 11/2001 | 1.88% | 3.01% | 23.5 | - | - | - | - | - | - |
| 10/2001 | 0.84% | 1.11% | 23.5 | - | - | - | - | - | - |
| 09/2001 | -1.61% | 0.26% | 23.5 | - | - | - | - | - | - |
| 08/2001 | -0.33% | 1.9% | 24 | - | - | - | - | - | - |
| 07/2001 | 1.74% | 2.24% | 24 | - | - | - | - | - | - |
| 06/2001 | 0.85% | 0.49% | 24 | - | - | - | - | - | - |
| 05/2001 | 0.86% | -0.35% | 23 | - | - | - | - | - | - |
| 04/2001 | 1.84% | -1.2% | 23 | - | - | - | - | - | - |
| 03/2001 | -1.86% | -2.99% | 23 | - | - | - | - | - | - |
| 02/2001 | 0.06% | -1.15% | 23.6 | - | - | - | - | - | - |
| 01/2001 | -1.21% | -1.21% | 23.6 | - | - | - | - | - | - |
| 12/2000 | 0.91% | 4.36% | 23.6 | - | - | - | - | - | - |
| 11/2000 | 1% | 3.42% | 24 | - | - | - | - | - | - |
| 10/2000 | -3.42% | 2.39% | 24 | - | - | - | - | - | - |
| 09/2000 | -0.52% | 6.02% | 24 | - | - | - | - | - | - |
| 08/2000 | 2.19% | 6.57% | 24.1 | - | - | - | - | - | - |
| 07/2000 | -0.25% | 4.29% | 24.1 | - | - | - | - | - | - |
| 06/2000 | 1.31% | 4.55% | 24.1 | - | - | - | - | - | - |
| 05/2000 | 1.85% | 3.2% | 23.8 | - | - | - | - | - | - |
| 04/2000 | -0.51% | 1.33% | 23.8 | - | - | - | - | - | - |
| 03/2000 | -1.03% | 1.84% | 23.8 | - | - | - | - | - | - |
| 02/2000 | 2.22% | 2.9% | 20.3 | - | - | - | - | - | - |
| 01/2000 | 0.67% | 0.67% | 20.3 | - | - | - | - | - | - |
| 12/1999 | 2.09% | - | 20.3 | - | - | - | - | - | - |
| 11/1999 | 2.25% | - | 19.6 | - | - | - | - | - | - |
| 10/1999 | 1.21% | - | 19.6 | - | - | - | - | - | - |
| 09/1999 | 1.23% | - | 19.6 | - | - | - | - | - | - |
| 08/1999 | -0.14% | - | 20.3 | - | - | - | - | - | - |
| 07/1999 | 0.5% | - | 20.3 | - | - | - | - | - | - |
| 06/1999 | 1.56% | - | 20.3 | - | - | - | - | - | - |
| 05/1999 | 1.09% | - | 20.3 | - | - | - | - | - | - |
| 04/1999 | 0.94% | - | 20.3 | - | - | - | - | - | - |
| 03/1999 | 1.91% | - | 20.3 | - | - | - | - | - | - |
| 02/1999 | 0.38% | - | - | - | - | - | - | - | - |
| 01/1999 | 0.26% | - | - | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של מגדל-קרן ח'?
ב-07/2026: 0.25% לחודש, 6.02% מתחילת השנה, 35.61% ל-3 שנים ו-45.04% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במגדל-קרן ח'?
1.65% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מגדל-קרן ח' 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.