מגדל-קרן ט': תשואה, דמי ניהול וסיכון
מגדל-קרן ט' מנוהלת על ידי , בסיווג פוליסות שהונפקו בשנים 1990-1991; 331 חודשי דיווח מ-01/1999 עד 07/2026.
תשואה 07/2026
0.17%
מתחילת השנה
5.72%
3 שנים מצטבר
33.93%
5 שנים מצטבר
41.75%
דמי ניהול מצבירה
1.54%
לשנה
נכסים
3,111
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: 3,111 מיליון ש"ח, מקום 1 מתוך 9 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 41.75%, מקום 8 מתוך 9 בקטגוריה; ל-3 שנים: 33.93% (מקום 8 מתוך 9).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,175 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 19,071 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 1.54% לשנה (מקום 2 מתוך 9 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-26,684 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -10.5% בין 06/2008 ל-11/2008.
- סטיית תקן: 4.4; מדד שארפ: 1.17 (מקום 3 מתוך 9); חשיפה למניות 1,083%, לחו"ל 1,059.1%, למט"ח 392.3%.
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 | 13.54% | 3.98% | 5.47% | 1.73% | 12.32% | 8.73% | 15.68% | 8.35% | 10.14% | -5.31% | 23.47% | 11.24% | 0.5% | 10.36% | 8.79% | 4.54% | 1.98% | 2.94% | 7.07% | 0.74% | 11.11% | 4% | 13.47% | -5.69% | 7.65% | 10.58% | 12.86% |
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) | 3,111 | 1 / 9 |
| דמי ניהול מצבירה (נמוך = 1) | 1.54% | 2 / 9 |
| תשואה מתחילת השנה | 5.72% | 8 / 9 |
| תשואה 3 שנים | 33.93% | 8 / 9 |
| תשואה 5 שנים | 41.75% | 8 / 9 |
| מדד שארפ | 1.17 | 3 / 9 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- כלל-קרן ט' 2,451 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 | 0.17% | 5.72% | 3,110.9 | - | - | - | 1.54% | 1,083% | 1,059.1% |
| 06/2026 | -0.18% | 5.54% | 3,138.4 | - | - | - | 1.54% | 1,085.3% | 1,042.9% |
| 05/2026 | 1.75% | 5.73% | 3,159.8 | - | - | - | 1.54% | 1,115.5% | 1,002.5% |
| 04/2026 | 3.1% | 3.92% | 3,125.7 | - | - | - | 1.54% | 1,109.6% | 1,022.7% |
| 03/2026 | -1.65% | 0.79% | 3,052.5 | - | - | - | 1.54% | 1,070.4% | 1,037% |
| 02/2026 | 0.73% | 2.48% | 3,116.2 | - | - | - | 1.54% | 1,092.9% | 1,039.3% |
| 01/2026 | 1.74% | 1.74% | 3,112.2 | - | - | - | 1.54% | 1,083.8% | 1,031.4% |
| 12/2025 | 0.92% | 12.86% | 3,086.2 | - | - | - | 0.64% | 1,063.9% | 1,048.6% |
| 11/2025 | 0.99% | 11.83% | 3,081 | - | - | - | 0.64% | 1,002.6% | 1,056.9% |
| 10/2025 | 1.09% | 10.73% | 3,069 | - | - | - | 0.64% | 1,035.1% | 1,063% |
| 09/2025 | 1.73% | 9.54% | 3,079.7 | - | - | - | 0.64% | 1,022.2% | 1,081.5% |
| 08/2025 | 0.95% | 7.68% | 3,031.7 | - | - | - | 0.64% | 980.7% | 1,062.7% |
| 07/2025 | 0.79% | 6.66% | 3,018.7 | - | - | - | 0.64% | 967.7% | 1,062.3% |
| 06/2025 | 2.59% | 5.83% | 3,020.9 | - | - | - | 0.64% | 988% | 1,077.3% |
| 05/2025 | 1.5% | 3.15% | 2,949.5 | - | - | - | 0.64% | 951.9% | 1,100.9% |
| 04/2025 | 1.06% | 1.63% | 2,916.5 | - | - | - | 0.64% | 930.6% | 1,121.3% |
| 03/2025 | -0.78% | 0.56% | 2,897.5 | - | - | - | 0.64% | 890.9% | 1,139.9% |
| 02/2025 | 0.51% | 1.35% | 2,937.1 | - | - | - | 0.64% | 900.6% | 1,098.5% |
| 01/2025 | 0.84% | 0.84% | 2,933.7 | - | - | - | 0.64% | 907.9% | 1,107.8% |
| 12/2024 | 0.75% | 10.58% | 2,913.3 | - | - | - | 0.64% | 895.3% | 1,091.1% |
| 11/2024 | 1.83% | 9.75% | 2,902.7 | - | - | - | 0.64% | 877.4% | 1,095.9% |
| 10/2024 | 0.15% | 7.78% | 2,858.7 | - | - | - | 0.64% | 830.2% | 1,070.2% |
| 09/2024 | 1.26% | 7.62% | 2,862.5 | - | - | - | 0.64% | 834.3% | 1,090.8% |
| 08/2024 | 1.36% | 6.28% | 2,831.7 | - | - | - | 0.64% | 836.3% | 1,074.3% |
| 07/2024 | 1.14% | 4.85% | 2,793.6 | - | - | - | 0.64% | 815.3% | 1,071.3% |
| 06/2024 | 0.53% | 3.67% | 2,775.3 | - | - | - | 0.64% | 797.4% | 1,059.3% |
| 05/2024 | 0.86% | 3.13% | 2,772.3 | - | - | - | 0.64% | 795.3% | 1,027.8% |
| 04/2024 | -0.91% | 2.25% | 2,757.9 | - | - | - | 0.64% | 767.7% | 1,011.9% |
| 03/2024 | 1.68% | 3.19% | 2,799.6 | - | - | - | 0.64% | 808.1% | 1,037.5% |
| 02/2024 | 1.44% | 1.48% | 2,753.3 | - | - | - | 0.64% | 773.8% | 999.2% |
| 01/2024 | 0.04% | 0.04% | 2,725.1 | - | - | - | 0.64% | 737.7% | 991% |
| 12/2023 | 1.96% | 7.65% | 2,743.6 | - | - | - | 0.63% | 753.1% | 1,015.6% |
| 11/2023 | 2.6% | 5.58% | 2,693.2 | - | - | - | 0.63% | 723.2% | 998.7% |
| 10/2023 | -2.19% | 2.91% | 2,636.8 | - | - | - | 0.63% | 703% | 1,025.3% |
| 09/2023 | -0.87% | 5.21% | 2,710 | - | - | - | 0.63% | 753.6% | 1,017.4% |
| 08/2023 | 0.08% | 6.14% | 2,735.5 | - | - | - | 0.63% | 741.7% | 1,014% |
| 07/2023 | 1.47% | 6.05% | 2,741.8 | - | - | - | 0.63% | 755.9% | 1,004.3% |
| 06/2023 | 1.33% | 4.51% | 2,693.1 | - | - | - | 0.63% | 727.9% | 988.5% |
| 05/2023 | 0.96% | 3.14% | 2,658.4 | - | - | - | 0.63% | 650.9% | 889.8% |
| 04/2023 | 0.49% | 2.16% | 2,573.9 | - | - | - | 0.63% | 614.9% | 841.9% |
| 03/2023 | 1.05% | 1.66% | 2,659.4 | - | - | - | 0.63% | 659.1% | 915.4% |
| 02/2023 | -1.24% | 0.61% | 2,656.9 | - | - | - | 0.63% | 658.3% | 927.6% |
| 01/2023 | 1.87% | 1.87% | 2,654.2 | - | - | - | 0.63% | 647.7% | 883.4% |
| 12/2022 | -0.98% | -5.69% | 2,647.9 | - | - | - | 2.03% | 658.8% | 919.2% |
| 11/2022 | 0.65% | -4.76% | 2,681.6 | - | - | - | 2.03% | 678.5% | 901.3% |
| 10/2022 | 1.43% | -5.37% | 2,668.8 | - | - | - | 2.03% | 657.7% | 865.2% |
| 09/2022 | -2.78% | -6.71% | 2,630.9 | - | - | - | 2.03% | 642.7% | 848.9% |
| 08/2022 | -1.1% | -4.04% | 2,705.7 | - | - | - | 2.03% | 695% | 856.3% |
| 07/2022 | 2.22% | -2.97% | 2,737.4 | - | - | - | 2.03% | 702.2% | 882.8% |
| 06/2022 | -0.93% | -5.08% | 2,677.4 | - | - | - | 2.03% | 669.6% | 874.1% |
| 05/2022 | -1.7% | -4.19% | 2,703.2 | - | - | - | 2.03% | 732.1% | 916.7% |
| 04/2022 | -1.11% | -2.53% | 2,647 | - | - | - | 2.03% | 694.3% | 816% |
| 03/2022 | 0.74% | -1.44% | 2,785.8 | - | - | - | 2.03% | 767.5% | 881.6% |
| 02/2022 | -0.65% | -2.16% | 2,784 | - | - | - | 2.03% | 780.3% | 897.1% |
| 01/2022 | -1.52% | -1.52% | 2,810.6 | - | - | - | 2.03% | 798.2% | 920.7% |
| 12/2021 | 1.5% | 13.47% | 2,859.4 | - | - | - | 1.14% | 803.6% | 907.9% |
| 11/2021 | 0.43% | 11.8% | 2,826.9 | - | - | - | 1.14% | 785.7% | 893.3% |
| 10/2021 | 1.93% | 11.32% | 2,838 | - | - | - | 1.14% | 784.8% | 889.3% |
| 09/2021 | -0.04% | 9.21% | 2,792.5 | - | - | - | 1.14% | 792.7% | 905.4% |
| 08/2021 | 1.89% | 9.25% | 2,792.1 | - | - | - | 1.14% | 801.5% | 912.5% |
| 07/2021 | 0.69% | 7.23% | 2,727.7 | - | - | - | 1.14% | 778.6% | 892.8% |
| 06/2021 | 0.5% | 6.49% | 2,710.9 | - | - | - | 1.14% | 780.2% | 890.9% |
| 05/2021 | 1.7% | 5.96% | 2,710.6 | - | - | - | 1.14% | 779.9% | 881.9% |
| 04/2021 | 1.18% | 4.19% | 2,670.2 | - | - | - | 1.14% | 761.1% | 864.5% |
| 03/2021 | 1.56% | 2.98% | 2,631.2 | - | - | - | 1.14% | 735.4% | 846.9% |
| 02/2021 | 0.34% | 1.39% | 2,601.9 | - | - | - | 1.14% | 716.6% | 832.3% |
| 01/2021 | 1.05% | 1.05% | 2,587.1 | - | - | - | 1.14% | 674.7% | 798.1% |
| 12/2020 | 1.47% | 4% | 2,564.2 | - | - | - | 1.83% | 692.5% | 811.6% |
| 11/2020 | 3.53% | 2.49% | 2,537.5 | - | - | - | 1.83% | 653.1% | 782.9% |
| 10/2020 | 0.06% | -1.01% | 2,456.5 | - | - | - | 1.83% | 599.3% | 773.7% |
| 09/2020 | -1.35% | -1.06% | 2,450.4 | - | - | - | 1.83% | 585% | 761.5% |
| 08/2020 | 2.18% | 0.29% | 2,495.4 | - | - | - | 1.83% | 613.3% | 768.6% |
| 07/2020 | 1.23% | -1.85% | 2,458.1 | - | - | - | 1.83% | 582% | 746.1% |
| 06/2020 | -0.06% | -3.04% | 2,396.4 | - | - | - | 1.83% | 523.1% | 689% |
| 05/2020 | 1.52% | -2.98% | 2,410.1 | - | - | - | 1.83% | 553.7% | 710.1% |
| 04/2020 | 3.69% | -4.44% | 2,287.7 | - | - | - | 1.83% | 501% | 634.9% |
| 03/2020 | -6.85% | -7.84% | 2,296.9 | - | - | - | 1.83% | 500.2% | 639.4% |
| 02/2020 | -1.12% | -1.06% | 2,469.9 | - | - | - | 1.83% | 604% | 706.8% |
| 01/2020 | 0.06% | 0.06% | 2,503.5 | - | - | - | 1.83% | 635.3% | 721.7% |
| 12/2019 | 0.81% | 11.11% | 2,490.9 | - | - | - | 0.63% | 651.1% | 744.6% |
| 11/2019 | 0.57% | 10.22% | 2,479.7 | - | - | - | 0.63% | 617.3% | 700.6% |
| 10/2019 | 1.01% | 9.6% | 2,468.6 | - | - | - | 0.63% | 610.6% | 710.3% |
| 09/2019 | 0.74% | 8.5% | 2,444.1 | - | - | - | 0.63% | 555.2% | 646.5% |
| 08/2019 | 0.09% | 7.7% | 2,436.8 | - | - | - | 0.63% | 546% | 646.5% |
| 07/2019 | 0.83% | 7.61% | 2,424.3 | - | - | - | 0.63% | 537.9% | 626.9% |
| 06/2019 | 1.65% | 6.72% | 2,416.7 | - | - | - | 0.63% | 532.7% | 623.6% |
| 05/2019 | -0.5% | 4.99% | 2,381.9 | - | - | - | 0.63% | 522.8% | 612.7% |
| 04/2019 | 1.16% | 5.52% | 2,403.2 | - | - | - | 0.63% | 545.2% | 624.7% |
| 03/2019 | 1.02% | 4.31% | 2,361.9 | - | - | - | 0.63% | 531.8% | 633.4% |
| 02/2019 | 1.01% | 3.25% | 2,344.6 | - | - | - | 0.63% | 523% | 611.3% |
| 01/2019 | 2.22% | 2.22% | 2,323.3 | - | - | - | 0.63% | 544.2% | 633.8% |
| 12/2018 | -1.46% | 0.74% | 2,269.9 | - | - | - | 1.45% | 536.6% | 634% |
| 11/2018 | 0.2% | 2.24% | 2,311.3 | - | - | - | 1.45% | 559.8% | 638.5% |
| 10/2018 | -1.43% | 2.03% | 2,312.8 | - | - | - | 1.45% | 554.6% | 648.9% |
| 09/2018 | 0.26% | 3.51% | 2,340 | - | - | - | 1.45% | 556% | 639% |
| 08/2018 | 0.6% | 3.24% | 2,334.3 | - | - | - | 1.45% | 563.6% | 638.1% |
| 07/2018 | 0.96% | 2.63% | 2,334.9 | - | - | - | 1.45% | 558.3% | 642.1% |
| 06/2018 | 0.1% | 1.65% | 2,312.5 | - | - | - | 1.45% | 542.8% | 624.7% |
| 05/2018 | 0.27% | 1.55% | 2,305.4 | - | - | - | 1.45% | 580.5% | 641% |
| 04/2018 | 0.84% | 1.28% | 2,308.3 | - | - | - | 1.45% | 579.9% | 651.7% |
| 03/2018 | -0.06% | 0.43% | 2,266.4 | - | - | - | 1.45% | 560% | 622.5% |
| 02/2018 | -0.59% | 0.49% | 2,275.2 | - | - | - | 1.45% | 567.1% | 609.4% |
| 01/2018 | 1.09% | 1.09% | 2,307.5 | - | - | - | 1.45% | 540.5% | 569.3% |
| 12/2017 | 1.2% | 7.07% | 2,284.9 | - | - | - | 0.97% | 535.9% | 553.1% |
| 11/2017 | 0.62% | 5.8% | 2,271.5 | - | - | - | 0.97% | 528.6% | 537.1% |
| 10/2017 | 0.85% | 5.15% | 2,257 | - | - | - | 0.97% | 542.1% | 536.8% |
| 09/2017 | 0.17% | 4.26% | 2,229 | - | - | - | 0.97% | 539.5% | 532.5% |
| 08/2017 | 0.45% | 4.08% | 2,236 | - | - | - | 0.97% | 539.6% | 527% |
| 07/2017 | 1.08% | 3.62% | 2,231.3 | - | - | - | 0.97% | 548.2% | 528.6% |
| 06/2017 | -0.36% | 2.51% | 2,192.7 | - | - | - | 0.97% | 529.8% | 500.8% |
| 05/2017 | 0.7% | 2.88% | 2,206.9 | - | - | - | 0.97% | 539.2% | 511.9% |
| 04/2017 | 1.02% | 2.17% | 2,213 | - | - | - | 0.97% | 540.5% | 525.8% |
| 03/2017 | 0.47% | 1.13% | 2,167.6 | - | - | - | 0.97% | 513.1% | 506.8% |
| 02/2017 | 0.35% | 0.66% | 2,169.3 | - | - | - | 0.97% | 517.7% | 514.6% |
| 01/2017 | 0.31% | 0.31% | 2,167.5 | - | - | - | 0.97% | 528.4% | 520.5% |
| 12/2016 | 0.92% | 2.94% | 2,165.7 | - | - | - | 0.93% | 535.9% | 527.6% |
| 11/2016 | -0.08% | 2% | 2,149.6 | - | - | - | 0.93% | 507.2% | 514.7% |
| 10/2016 | 0.27% | 2.08% | 2,156.9 | - | - | - | 0.93% | 498.6% | 507.3% |
| 09/2016 | -0.44% | 1.81% | 2,142.3 | - | - | - | 0.93% | 496.5% | 500.5% |
| 08/2016 | 0% | 2.26% | 2,156.6 | - | - | - | 0.93% | 509.8% | 505.1% |
| 07/2016 | 1.39% | 2.26% | 2,165.7 | - | - | - | 0.93% | 509.4% | 507.8% |
| 06/2016 | -0.01% | 0.86% | 2,143.9 | - | - | - | 0.93% | 485.1% | 501.5% |
| 05/2016 | 0.49% | 0.87% | 2,139.1 | - | - | - | 0.93% | 495.1% | 530% |
| 04/2016 | 0.83% | 0.38% | 2,122.6 | - | - | - | 0.93% | 488.4% | 519.9% |
| 03/2016 | 1.03% | -0.45% | 2,105 | - | - | - | 0.93% | 494.8% | 511.4% |
| 02/2016 | -0.38% | -1.47% | 2,080.8 | - | - | - | 0.93% | 499.4% | 501.3% |
| 01/2016 | -1.09% | -1.09% | 2,085.8 | - | - | - | 0.93% | 515.9% | 519.1% |
| 12/2015 | -0.53% | 1.98% | 2,113.7 | - | - | - | 1.17% | 556.3% | 561.9% |
| 11/2015 | -0.05% | 2.53% | 2,140.1 | - | - | - | 1.17% | 556% | 567.3% |
| 10/2015 | 1.89% | 2.58% | 2,141.1 | - | - | - | 1.17% | 564.7% | 567.8% |
| 09/2015 | -1.65% | 0.68% | 2,091.7 | - | - | - | 1.17% | 555.9% | 570.1% |
| 08/2015 | -1.21% | 2.36% | 2,125.1 | - | - | - | 1.17% | 590.1% | 586.6% |
| 07/2015 | 1.09% | 3.62% | 2,168.1 | - | - | - | 1.17% | 622.6% | 589.9% |
| 06/2015 | -2.11% | 2.5% | 2,144.2 | - | - | - | 1.17% | 601.9% | 589% |
| 05/2015 | 0.48% | 4.71% | 2,183.5 | - | - | - | 1.17% | 626.7% | 600.5% |
| 04/2015 | 0.71% | 4.21% | 2,153.7 | - | - | - | 1.17% | 605.4% | 589.9% |
| 03/2015 | 0.17% | 3.48% | 2,130.7 | - | - | - | 1.17% | 611% | 587.7% |
| 02/2015 | 2.47% | 3.3% | 2,146.6 | - | - | - | 1.17% | 615.4% | 600.2% |
| 01/2015 | 0.81% | 0.81% | 2,090.8 | - | - | - | 1.17% | 592.6% | 577.4% |
| 12/2014 | -0.87% | 4.54% | 2,069.1 | - | - | - | 1.47% | 590.9% | 606% |
| 11/2014 | 0.71% | 5.46% | 2,096.2 | - | - | - | 1.47% | 602.3% | 626% |
| 10/2014 | 0% | 4.71% | 2,084.3 | - | - | - | 1.47% | 612.9% | 636.7% |
| 09/2014 | -0.02% | 4.71% | 2,076.1 | - | - | - | 1.47% | 601.4% | 599% |
| 08/2014 | 1.52% | 4.73% | 2,080.9 | - | - | - | 1.47% | 600.7% | 601% |
| 07/2014 | -0.25% | 3.17% | 2,059.6 | - | - | - | 1.47% | 485.5% | 571.2% |
| 06/2014 | 0.34% | 3.42% | 2,067.2 | - | - | - | 1.47% | 506.1% | 580.5% |
| 05/2014 | 0.71% | 3.07% | 2,061.9 | - | - | - | 1.47% | 514.3% | 562.1% |
| 04/2014 | 0.04% | 2.35% | 2,046.4 | - | - | - | 1.47% | 495.3% | 551.9% |
| 03/2014 | 0.85% | 2.31% | 2,043.8 | - | - | - | 1.47% | 508% | 552.6% |
| 02/2014 | 1.8% | 1.44% | 2,035.9 | - | - | - | 1.47% | 502% | 560.7% |
| 01/2014 | -0.35% | -0.35% | 2,018.2 | - | - | - | 1.47% | 482% | 543.2% |
| 12/2013 | 0.28% | 8.79% | 2,007.7 | - | - | - | 1.35% | 475% | 542.9% |
| 11/2013 | 1.55% | 8.49% | 2,016.8 | - | - | - | 1.35% | 478.6% | 525.4% |
| 10/2013 | 1.24% | 6.83% | 1,990.2 | - | - | - | 1.35% | 454.4% | 516.2% |
| 09/2013 | 1.96% | 5.52% | 1,966.6 | - | - | - | 1.35% | 448.2% | 505.9% |
| 08/2013 | -0.74% | 3.5% | 1,925.4 | - | - | - | 1.35% | 426.6% | 488.5% |
| 07/2013 | 1.58% | 4.27% | 1,930.6 | - | - | - | 1.35% | 416.4% | 484.7% |
| 06/2013 | -0.98% | 2.65% | 1,917.7 | - | - | - | 1.35% | 420.1% | 493.4% |
| 05/2013 | 1.02% | 3.66% | 1,944.6 | - | - | - | 1.35% | 449.7% | 513% |
| 04/2013 | 0.98% | 2.61% | 1,924.4 | - | - | - | 1.35% | 435.7% | 499.1% |
| 03/2013 | 0.49% | 1.62% | 1,917.1 | - | - | - | 1.35% | 456.6% | 455.5% |
| 02/2013 | 0.55% | 1.12% | 1,916 | - | - | - | 1.35% | 446% | 471.7% |
| 01/2013 | 0.57% | 0.57% | 1,907.9 | - | - | - | 1.35% | 442.1% | 470.2% |
| 12/2012 | 0.93% | 10.36% | 1,888.9 | - | - | - | 0.62% | 415.7% | 439.9% |
| 11/2012 | 0.44% | 9.34% | 1,878.7 | - | - | - | 0.62% | 414.4% | 410.2% |
| 10/2012 | 1.09% | 8.86% | 1,826.3 | - | - | - | 0.62% | 395.3% | 401.6% |
| 09/2012 | 1.51% | 7.69% | 1,814.2 | - | - | - | 0.62% | 390.7% | 386.6% |
| 08/2012 | 0.5% | 6.09% | 1,784.3 | - | - | - | 0.62% | 381.9% | 365.6% |
| 07/2012 | 2.24% | 5.56% | 1,840.7 | - | - | - | 0.62% | 388.5% | 375.3% |
| 06/2012 | -0.01% | 3.25% | 1,777.5 | - | - | - | 0.62% | 368.2% | 365.3% |
| 05/2012 | -1.13% | 3.26% | 1,743.1 | - | - | - | 0.62% | 369.9% | 369.9% |
| 04/2012 | 0.97% | 4.44% | 1,781.1 | - | - | - | 0.62% | 383.5% | 382.8% |
| 03/2012 | 0.64% | 3.43% | 1,765.4 | - | - | - | 0.62% | 358% | 378.7% |
| 02/2012 | 0.72% | 2.77% | 1,754.4 | - | - | - | 0.62% | 375.7% | 384.1% |
| 01/2012 | 2.04% | 2.04% | 1,737 | - | - | - | 0.62% | 375.9% | 379.1% |
| 12/2011 | 0.79% | 0.5% | 1,712.9 | - | - | - | 1.75% | 376.2% | 388.7% |
| 11/2011 | -0.51% | -0.29% | 1,704 | - | - | - | 1.75% | 357.4% | 392.2% |
| 10/2011 | 2.06% | 0.22% | 1,715 | - | - | - | 1.75% | 349.5% | 338.3% |
| 09/2011 | -1.52% | -1.8% | 1,685.6 | - | - | - | 1.75% | 328.7% | 337.9% |
| 08/2011 | -0.58% | -0.29% | 1,723.1 | - | - | - | 1.75% | 351.8% | 347.7% |
| 07/2011 | 0.71% | 0.29% | 1,716 | - | - | - | 1.75% | 354.1% | 365.2% |
| 06/2011 | -0.98% | -0.41% | 1,719.5 | - | - | - | 1.75% | 355% | 383.2% |
| 05/2011 | -0.34% | 0.57% | 1,731.6 | - | - | - | 1.75% | 378.9% | 404.2% |
| 04/2011 | 0.74% | 0.92% | 1,740.3 | - | - | - | 1.75% | 402.9% | 417.5% |
| 03/2011 | -0.75% | 0.17% | 1,712.2 | - | - | - | 1.75% | 384.6% | 423.4% |
| 02/2011 | 0.16% | 0.93% | 1,724.9 | - | - | - | 1.75% | 377.4% | 424.3% |
| 01/2011 | 0.77% | 0.77% | 1,733 | - | - | - | 1.75% | 381.4% | 411.2% |
| 12/2010 | 0.61% | 11.24% | 1,697.3 | - | - | - | 1.58% | 363.9% | 375% |
| 11/2010 | -0.34% | 10.57% | 1,696.3 | - | - | - | 1.58% | 343.7% | 388.1% |
| 10/2010 | 2.58% | 10.95% | 1,698 | - | - | - | 1.58% | 342.1% | 351.2% |
| 09/2010 | 1.24% | 8.16% | 1,660.6 | - | - | - | 1.58% | 330.9% | 348.4% |
| 08/2010 | 1.21% | 6.83% | 1,651 | - | - | - | 1.58% | 322.8% | 348.6% |
| 07/2010 | 1.64% | 5.55% | 1,609.5 | - | - | - | 1.58% | 314.7% | 348.2% |
| 06/2010 | 1.6% | 3.85% | 1,607.1 | - | - | - | 1.58% | 302.9% | 353.8% |
| 05/2010 | -1.21% | 2.22% | 1,582.9 | - | - | - | 1.58% | 356.9% | 421.8% |
| 04/2010 | 0.19% | 3.47% | 1,598.2 | - | - | - | 1.58% | 365.1% | 429.1% |
| 03/2010 | 2.34% | 3.27% | 1,606 | - | - | - | 1.58% | 371% | 416.8% |
| 02/2010 | 0.95% | 0.91% | 1,573.8 | - | - | - | 1.58% | 372.1% | 410.5% |
| 01/2010 | -0.04% | -0.04% | 1,562.5 | - | - | - | 1.58% | 364.3% | 374.2% |
| 12/2009 | -0.25% | 23.47% | 1,567.3 | - | - | - | 0.61% | - | - |
| 11/2009 | 2.68% | 23.78% | 1,567.4 | - | - | - | 0.61% | - | - |
| 10/2009 | 1.35% | 20.55% | 1,531.4 | - | - | - | 0.61% | - | - |
| 09/2009 | 2.14% | 18.94% | 1,522.6 | - | - | - | 0.61% | - | - |
| 08/2009 | 1.48% | 16.45% | 1,488.1 | - | - | - | 0.61% | - | - |
| 07/2009 | 3.04% | 14.75% | 1,468.1 | - | - | - | 0.61% | - | - |
| 06/2009 | 1.23% | 11.36% | 1,425.9 | - | - | - | 0.61% | - | - |
| 05/2009 | 1.15% | 10.01% | 1,403.4 | - | - | - | 0.61% | - | - |
| 04/2009 | 2.65% | 8.76% | 1,405.2 | - | - | - | 0.61% | - | - |
| 03/2009 | 1.56% | 5.95% | 1,362.6 | - | - | - | 0.61% | - | - |
| 02/2009 | 2.09% | 4.33% | 1,341 | - | - | - | 0.61% | - | - |
| 01/2009 | 2.19% | 2.19% | 1,317.5 | - | - | - | 0.61% | - | - |
| 12/2008 | 3.29% | -5.31% | 1,301.6 | - | - | - | 1.64% | - | - |
| 11/2008 | -2.18% | -8.33% | 1,263.2 | - | - | - | 1.64% | - | - |
| 10/2008 | -4.64% | -6.29% | 1,285 | - | - | - | 1.64% | - | - |
| 09/2008 | -3.75% | -1.73% | 1,346.5 | - | - | - | 1.64% | - | - |
| 08/2008 | 0.15% | 2.1% | 1,383.5 | - | - | - | 1.64% | - | - |
| 07/2008 | -0.49% | 1.95% | 1,391.3 | - | - | - | 1.64% | - | - |
| 06/2008 | 0.7% | 2.45% | 1,398.5 | - | - | - | 1.64% | - | - |
| 05/2008 | 1.03% | 1.74% | 1,384.2 | - | - | - | 1.64% | - | - |
| 04/2008 | 1.78% | 0.7% | 1,374.1 | - | - | - | 1.64% | - | - |
| 03/2008 | -0.91% | -1.06% | 1,347.3 | - | - | - | 1.64% | - | - |
| 02/2008 | 1.68% | -0.15% | 1,350.7 | - | - | - | 1.64% | - | - |
| 01/2008 | -1.8% | -1.8% | 1,313.5 | - | - | - | 1.64% | - | - |
| 12/2007 | 0.22% | 10.14% | 1,368.2 | - | - | - | 1.84% | - | - |
| 11/2007 | -0.64% | 9.89% | 1,361.5 | - | - | - | 1.84% | - | - |
| 10/2007 | 2.19% | 10.6% | 1,367 | - | - | - | 1.84% | - | - |
| 09/2007 | 1.68% | 8.23% | 1,343.4 | - | - | - | 1.84% | - | - |
| 08/2007 | -2.64% | 6.44% | 1,323.9 | - | - | - | 1.84% | - | - |
| 07/2007 | 0.21% | 9.33% | 1,352.1 | - | - | - | 1.84% | - | - |
| 06/2007 | 0.79% | 9.1% | 1,351.6 | - | - | - | 1.84% | - | - |
| 05/2007 | 2.29% | 8.24% | 1,156.8 | - | - | - | 1.84% | - | - |
| 04/2007 | 2.37% | 5.82% | 1,132.8 | - | - | - | 1.84% | - | - |
| 03/2007 | 0.31% | 3.37% | 1,107.2 | - | - | - | 1.84% | - | - |
| 02/2007 | 1.23% | 3.05% | 1,105.5 | - | - | - | 1.84% | - | - |
| 01/2007 | 1.8% | 1.8% | 1,099.7 | - | - | - | 1.84% | - | - |
| 12/2006 | -0.55% | 8.35% | 1,093.7 | - | - | - | 2.59% | - | - |
| 11/2006 | 1.27% | 8.95% | 1,101.8 | - | - | - | 2.59% | - | - |
| 10/2006 | 2.76% | 7.58% | 1,089.9 | - | - | - | 2.59% | - | - |
| 09/2006 | 0.64% | 4.69% | 1,079.6 | - | - | - | 2.59% | - | - |
| 08/2006 | 0.92% | 4.03% | 1,074.8 | - | - | - | 2.59% | - | - |
| 07/2006 | 0.78% | 3.08% | 1,056.1 | - | - | - | 2.59% | - | - |
| 06/2006 | -1.43% | 2.28% | 1,031.3 | - | - | - | 2.59% | - | - |
| 05/2006 | -0.45% | 3.77% | 1,067.9 | - | - | - | 2.59% | - | - |
| 04/2006 | 1.55% | 4.24% | 1,045.8 | - | - | - | 2.59% | - | - |
| 03/2006 | 0.63% | 2.64% | 1,057.6 | - | - | - | 2.59% | - | - |
| 02/2006 | -0.33% | 2% | 1,036.1 | - | - | - | 2.59% | - | - |
| 01/2006 | 2.34% | 2.34% | 1,036.1 | - | - | - | 2.59% | - | - |
| 12/2005 | 0.92% | 15.68% | 1,036.1 | - | - | - | 1.71% | - | - |
| 11/2005 | 0.33% | 14.63% | 1,019.8 | - | - | - | 1.71% | - | - |
| 10/2005 | 0.22% | 14.25% | 1,019.8 | - | - | - | 1.71% | - | - |
| 09/2005 | 2.51% | 14% | 1,019.8 | - | - | - | 1.71% | - | - |
| 08/2005 | 2.06% | 11.21% | 943.6 | - | - | - | 1.71% | - | - |
| 07/2005 | 3.91% | 8.96% | 943.6 | - | - | - | 1.71% | - | - |
| 06/2005 | -0.11% | 4.86% | 943.6 | - | - | - | 1.71% | - | - |
| 05/2005 | 1.77% | 4.98% | 920.9 | - | - | - | 1.71% | - | - |
| 04/2005 | 1.21% | 3.15% | 920.9 | - | - | - | 1.71% | - | - |
| 03/2005 | -0.03% | 1.92% | 920.9 | - | - | - | 1.71% | - | - |
| 02/2005 | 0.94% | 1.95% | 902.3 | - | - | - | 1.71% | - | - |
| 01/2005 | 1% | 1% | 902.3 | - | - | - | 1.71% | - | - |
| 12/2004 | 1.52% | 8.73% | 902.3 | - | - | - | 2.56% | - | - |
| 11/2004 | 1.51% | 7.1% | 878.8 | - | - | - | 2.56% | - | - |
| 10/2004 | 0.01% | 5.51% | 878.8 | - | - | - | 2.56% | - | - |
| 09/2004 | 0.85% | 5.5% | 878.8 | - | - | - | 2.56% | - | - |
| 08/2004 | -0.29% | 4.61% | 877.3 | - | - | - | 2.56% | - | - |
| 07/2004 | -0.75% | 4.91% | 877.3 | - | - | - | 2.56% | - | - |
| 06/2004 | 1.61% | 5.7% | 877.3 | - | - | - | 2.56% | - | - |
| 05/2004 | 0.89% | 4.03% | 852.1 | - | - | - | 2.56% | - | - |
| 04/2004 | 0.18% | 3.11% | 852.1 | - | - | - | 2.56% | - | - |
| 03/2004 | 1.04% | 2.93% | 852.1 | - | - | - | 2.56% | - | - |
| 02/2004 | 0.43% | 1.87% | 799.5 | - | - | - | 2.56% | - | - |
| 01/2004 | 1.43% | 1.43% | 799.5 | - | - | - | 2.56% | - | - |
| 12/2003 | 1.04% | 12.32% | 799.5 | - | - | - | 0.6% | - | - |
| 11/2003 | 1.32% | 11.17% | 810.7 | - | - | - | 0.6% | - | - |
| 10/2003 | 1.63% | 9.72% | 810.7 | - | - | - | 0.6% | - | - |
| 09/2003 | 1.22% | 7.96% | 810.7 | - | - | - | 0.6% | - | - |
| 08/2003 | -0.19% | 6.66% | 812.8 | - | - | - | 0.6% | - | - |
| 07/2003 | -1.06% | 6.86% | 812.8 | - | - | - | 0.6% | - | - |
| 06/2003 | 0.93% | 8% | 812.8 | - | - | - | 0.6% | - | - |
| 05/2003 | 2.07% | 7.01% | 768.4 | - | - | - | 0.6% | - | - |
| 04/2003 | 2.84% | 4.84% | 768.4 | - | - | - | 0.6% | - | - |
| 03/2003 | 1.52% | 1.94% | 768.4 | - | - | - | 0.6% | - | - |
| 02/2003 | 0.8% | 0.42% | 757.6 | - | - | - | 0.6% | - | - |
| 01/2003 | -0.38% | -0.38% | 757.6 | - | - | - | 0.6% | - | - |
| 12/2002 | -1.53% | 1.73% | 757.6 | - | - | - | - | - | - |
| 11/2002 | 2.81% | 3.31% | 751.3 | - | - | - | - | - | - |
| 10/2002 | -0.28% | 0.49% | 751.3 | - | - | - | - | - | - |
| 09/2002 | -1.64% | 0.77% | 751.3 | - | - | - | - | - | - |
| 08/2002 | 0.55% | 2.45% | 750.5 | - | - | - | - | - | - |
| 07/2002 | 1% | 1.89% | 750.5 | - | - | - | - | - | - |
| 06/2002 | -0.23% | 0.88% | 750.5 | - | - | - | - | - | - |
| 05/2002 | 1.92% | 1.12% | 735.8 | - | - | - | - | - | - |
| 04/2002 | -0.2% | -0.79% | 735.8 | - | - | - | - | - | - |
| 03/2002 | -0.34% | -0.59% | 735.8 | - | - | - | - | - | - |
| 02/2002 | -0.49% | -0.25% | 736.3 | - | - | - | - | - | - |
| 01/2002 | 0.24% | 0.24% | 736.3 | - | - | - | - | - | - |
| 12/2001 | 2.66% | 5.47% | 736.3 | - | - | - | - | - | - |
| 11/2001 | 1.81% | 2.73% | 701.7 | - | - | - | - | - | - |
| 10/2001 | 0.72% | 0.91% | 701.7 | - | - | - | - | - | - |
| 09/2001 | -1.66% | 0.19% | 701.7 | - | - | - | - | - | - |
| 08/2001 | -0.44% | 1.88% | 702.3 | - | - | - | - | - | - |
| 07/2001 | 1.71% | 2.33% | 702.3 | - | - | - | - | - | - |
| 06/2001 | 0.82% | 0.61% | 702.3 | - | - | - | - | - | - |
| 05/2001 | 0.78% | -0.21% | 677.1 | - | - | - | - | - | - |
| 04/2001 | 1.83% | -0.98% | 677.1 | - | - | - | - | - | - |
| 03/2001 | -1.79% | -2.76% | 677.1 | - | - | - | - | - | - |
| 02/2001 | 0.13% | -0.99% | 694.1 | - | - | - | - | - | - |
| 01/2001 | -1.12% | -1.12% | 694.1 | - | - | - | - | - | - |
| 12/2000 | 0.87% | 3.98% | 694.1 | - | - | - | - | - | - |
| 11/2000 | 0.91% | 3.08% | 699.7 | - | - | - | - | - | - |
| 10/2000 | -3.29% | 2.15% | 699.7 | - | - | - | - | - | - |
| 09/2000 | -0.45% | 5.63% | 699.7 | - | - | - | - | - | - |
| 08/2000 | 2.04% | 6.1% | 688 | - | - | - | - | - | - |
| 07/2000 | -0.33% | 3.98% | 688 | - | - | - | - | - | - |
| 06/2000 | 1.14% | 4.33% | 688 | - | - | - | - | - | - |
| 05/2000 | 1.82% | 3.15% | 670.3 | - | - | - | - | - | - |
| 04/2000 | -0.56% | 1.31% | 670.3 | - | - | - | - | - | - |
| 03/2000 | -0.89% | 1.88% | 670.3 | - | - | - | - | - | - |
| 02/2000 | 2.18% | 2.79% | 494.5 | - | - | - | - | - | - |
| 01/2000 | 0.6% | 0.6% | 494.5 | - | - | - | - | - | - |
| 12/1999 | 2.08% | - | 494.5 | - | - | - | - | - | - |
| 11/1999 | 2.17% | - | 470 | - | - | - | - | - | - |
| 10/1999 | 1.08% | - | 470 | - | - | - | - | - | - |
| 09/1999 | 1.15% | - | 470 | - | - | - | - | - | - |
| 08/1999 | -0.11% | - | 458.5 | - | - | - | - | - | - |
| 07/1999 | 0.49% | - | 458.5 | - | - | - | - | - | - |
| 06/1999 | 1.38% | - | 458.5 | - | - | - | - | - | - |
| 05/1999 | 1.02% | - | 454.1 | - | - | - | - | - | - |
| 04/1999 | 1.01% | - | 454.1 | - | - | - | - | - | - |
| 03/1999 | 1.97% | - | 454.1 | - | - | - | - | - | - |
| 02/1999 | 0.4% | - | - | - | - | - | - | - | - |
| 01/1999 | 0.16% | - | - | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של מגדל-קרן ט'?
ב-07/2026: 0.17% לחודש, 5.72% מתחילת השנה, 33.93% ל-3 שנים ו-41.75% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במגדל-קרן ט'?
1.54% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מגדל-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.