מגדל - כללי: תשואה, דמי ניהול וסיכון
מגדל - כללי מנוהלת על ידי , בסיווג פוליסות שהונפקו החל משנת 2004; 271 חודשי דיווח מ-01/2004 עד 07/2026.
תשואה 07/2026
0%
מתחילת השנה
6.33%
3 שנים מצטבר
39.29%
5 שנים מצטבר
45.84%
דמי ניהול מצבירה
1.11%
לשנה
נכסים
37,840
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: 37,840 מיליון ש"ח, מקום 1 מתוך 176 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 45.84%, מקום 34 מתוך 107 בקטגוריה; ל-3 שנים: 39.29% (מקום 42 מתוך 137).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,584 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 20,149 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 1.11% לשנה (מקום 161 מתוך 170 בקטגוריה, מהנמוך לגבוה), מההפקדות: 2.02%. על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-20,008 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -17.4% בין 10/2007 ל-11/2008.
- סטיית תקן: 5.65; מדד שארפ: 1.09 (מקום 15 מתוך 107); חשיפה למניות 20,409.7%, לחו"ל 19,340.8%, למט"ח 6,985.3%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 9.55% | 11.98% | 8.88% | 11.85% | -14.42% | 30.29% | 11.02% | -4.02% | 10.65% | 11.71% | 5.12% | 1.74% | 3.36% | 7.87% | -0.8% | 12% | 5.3% | 14.22% | -7.73% | 8.64% | 12.43% | 15.16% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2025.
דירוג בקטגוריה פוליסות שהונפקו החל משנת 2004 (07/2026)
דירוג לפי הנתון בלבד, מתוך 176 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 37,840 | 1 / 176 |
| דמי ניהול מצבירה (נמוך = 1) | 1.11% | 161 / 170 |
| תשואה מתחילת השנה | 6.33% | 38 / 172 |
| תשואה 3 שנים | 39.29% | 42 / 137 |
| תשואה 5 שנים | 45.84% | 34 / 107 |
| מדד שארפ | 1.09 | 15 / 107 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הפניקס מסלול השקעה כללי 36,937 מ' ש"ח
- הראל מסלול כללי 25,466 מ' ש"ח
- הפניקס - מסלול השקעה בניהול אישי 14,336 מ' ש"ח
- כלל חברה לביטוח בע"מ כללי 13,963 מ' ש"ח
- מגדל מסלול בסיסי למקבלי קצבה 13,056 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | 0% | 6.33% | 37,840.5 | - | - | - | 1.11% | 20,409.7% | 19,340.8% |
| 06/2026 | -0.71% | 6.33% | 37,934.4 | - | - | - | 1.11% | 20,237.5% | 18,832% |
| 05/2026 | 2.12% | 7.09% | 38,302.3 | - | - | - | 1.11% | 20,552.5% | 17,704.1% |
| 04/2026 | 4.07% | 4.87% | 37,626.6 | - | - | - | 1.11% | 20,287.5% | 17,996.1% |
| 03/2026 | -2.33% | 0.77% | 36,321.4 | - | - | - | 1.11% | 19,378.1% | 17,895.1% |
| 02/2026 | 0.94% | 3.17% | 37,350.6 | - | - | - | 1.11% | 19,824.4% | 17,790.9% |
| 01/2026 | 2.21% | 2.21% | 37,170.9 | - | - | - | 1.11% | 19,558.2% | 17,593.3% |
| 12/2025 | 1.12% | 15.16% | 36,504.7 | - | - | - | 1.01% | 18,903.3% | 18,104.8% |
| 11/2025 | 1.3% | 13.88% | 36,241.4 | - | - | - | 1.01% | 17,740.9% | 17,840% |
| 10/2025 | 1.41% | 12.42% | 35,938.2 | - | - | - | 1.01% | 18,231.8% | 17,910.1% |
| 09/2025 | 1.94% | 10.86% | 35,646.5 | - | - | - | 1.01% | 17,971.6% | 18,147.7% |
| 08/2025 | 0.96% | 8.75% | 35,058.2 | - | - | - | 1.01% | 17,239.6% | 17,811.9% |
| 07/2025 | 0.83% | 7.72% | 34,816.1 | - | - | - | 1.01% | 16,974.1% | 17,773.9% |
| 06/2025 | 3.27% | 6.83% | 34,609.4 | - | - | - | 1.01% | 17,131.9% | 17,837.8% |
| 05/2025 | 2.18% | 3.45% | 33,685 | - | - | - | 1.01% | 16,416.3% | 18,146.8% |
| 04/2025 | 1.03% | 1.24% | 33,159.3 | - | - | - | 1.01% | 16,034.5% | 18,463.7% |
| 03/2025 | -1.16% | 0.21% | 33,097.5 | - | - | - | 1.01% | 15,227.8% | 18,702.4% |
| 02/2025 | 0.3% | 1.38% | 33,789.7 | - | - | - | 1.01% | 15,670.7% | 18,072.7% |
| 01/2025 | 1.08% | 1.08% | 33,956.5 | - | - | - | 1.01% | 15,605.5% | 18,426.4% |
| 12/2024 | 0.74% | 12.43% | 33,912.2 | - | - | - | 1.04% | 15,437.3% | 18,559.2% |
| 11/2024 | 2.14% | 11.6% | 33,697.3 | - | - | - | 1.04% | 15,210.2% | 18,750.3% |
| 10/2024 | 0.33% | 9.26% | 33,320 | - | - | - | 1.04% | 14,419% | 18,347.7% |
| 09/2024 | 1.37% | 8.91% | 33,472.6 | - | - | - | 1.04% | 14,571.9% | 18,779.3% |
| 08/2024 | 1.24% | 7.43% | 33,409.4 | - | - | - | 1.04% | 14,897.5% | 18,827.5% |
| 07/2024 | 1.26% | 6.12% | 33,325.2 | - | - | - | 1.04% | 14,675.3% | 18,994.1% |
| 06/2024 | 0.62% | 4.8% | 33,264.2 | - | - | - | 1.04% | 14,215.8% | 18,647% |
| 05/2024 | 1.2% | 4.15% | 33,377.3 | - | - | - | 1.04% | 14,327.1% | 18,271% |
| 04/2024 | -1.36% | 2.92% | 33,371 | - | - | - | 1.04% | 13,954.6% | 18,106.5% |
| 03/2024 | 2.35% | 4.34% | 34,075.6 | - | - | - | 1.04% | 14,611.6% | 18,442% |
| 02/2024 | 1.94% | 1.94% | 33,633 | - | - | - | 1.04% | 14,039.1% | 17,774% |
| 01/2024 | 0% | 0% | 33,181.7 | - | - | - | 1.04% | 13,378.4% | 17,600.9% |
| 12/2023 | 2.22% | 8.64% | 33,484.3 | - | - | - | 1.05% | 13,706.6% | 18,045.8% |
| 11/2023 | 2.68% | 6.28% | 32,979 | - | - | - | 1.05% | 13,252% | 17,928% |
| 10/2023 | -2.56% | 3.51% | 32,350.7 | - | - | - | 1.05% | 12,922.5% | 18,290.1% |
| 09/2023 | -1.09% | 6.23% | 33,514.5 | - | - | - | 1.05% | 14,196.3% | 18,515% |
| 08/2023 | 0.02% | 7.4% | 33,754.3 | - | - | - | 1.05% | 14,169% | 18,754% |
| 07/2023 | 2.16% | 7.38% | 34,032.5 | - | - | - | 1.05% | 13,988.5% | 18,228.6% |
| 06/2023 | 1.75% | 5.11% | 33,585.4 | - | - | - | 1.05% | 13,691.3% | 18,212.3% |
| 05/2023 | 0.67% | 3.3% | 33,261.6 | - | - | - | 1.05% | 13,532.9% | 18,161.5% |
| 04/2023 | 0.93% | 2.61% | 33,358.6 | - | - | - | 1.05% | 13,430.6% | 17,932.3% |
| 03/2023 | 0.76% | 1.67% | 33,186.6 | - | - | - | 1.05% | 13,810% | 18,396.4% |
| 02/2023 | -1.33% | 0.9% | 33,360.6 | - | - | - | 1.05% | 13,686.2% | 18,384.4% |
| 01/2023 | 2.26% | 2.26% | 33,966.9 | - | - | - | 1.05% | 13,924.7% | 18,106.1% |
| 12/2022 | -1.55% | -7.73% | 33,409.5 | - | - | - | 1.09% | 14,058.7% | 18,520.5% |
| 11/2022 | 0.87% | -6.27% | 34,050.5 | - | - | - | 1.09% | 14,578.3% | 18,392.6% |
| 10/2022 | 2.15% | -7.08% | 33,841.5 | - | - | - | 1.09% | 14,462.4% | 17,905.5% |
| 09/2022 | -3.88% | -9.04% | 33,179.6 | - | - | - | 1.09% | 14,105.5% | 17,597.4% |
| 08/2022 | -1.26% | -5.37% | 34,548.9 | - | - | - | 1.09% | 15,711.8% | 18,135.1% |
| 07/2022 | 2.93% | -4.16% | 35,081.4 | - | - | - | 1.09% | 15,892.9% | 18,679.3% |
| 06/2022 | -2.18% | -6.89% | 34,165.3 | - | - | - | 1.09% | 15,268% | 18,439.9% |
| 05/2022 | -1.81% | -4.81% | 35,023.1 | - | - | - | 1.09% | 16,182.9% | 18,821.1% |
| 04/2022 | -1.63% | -3.06% | 35,679 | - | - | - | 1.09% | 16,503.7% | 18,389.2% |
| 03/2022 | 0.81% | -1.45% | 36,243.6 | - | - | - | 1.09% | 16,871% | 18,494.3% |
| 02/2022 | -0.46% | -2.24% | 35,903.7 | - | - | - | 1.09% | 16,777.5% | 18,513.8% |
| 01/2022 | -1.79% | -1.79% | 36,031.6 | - | - | - | 1.09% | 16,827% | 18,954.9% |
| 12/2021 | 2.03% | 14.22% | 36,650.2 | - | - | - | 1.05% | 16,706.1% | 18,540.8% |
| 11/2021 | 0.03% | 11.95% | 35,834.1 | - | - | - | 1.05% | 16,298.9% | 18,275.3% |
| 10/2021 | 2.13% | 11.92% | 35,790.8 | - | - | - | 1.05% | 15,858% | 17,784.3% |
| 09/2021 | -0.46% | 9.58% | 35,068 | - | - | - | 1.05% | 15,923.8% | 17,988.9% |
| 08/2021 | 1.85% | 10.09% | 35,167.7 | - | - | - | 1.05% | 15,932.6% | 18,020.4% |
| 07/2021 | 0.3% | 8.09% | 34,548.3 | - | - | - | 1.05% | 15,762.7% | 17,957.1% |
| 06/2021 | 0.71% | 7.76% | 34,492.2 | - | - | - | 1.05% | 15,775.6% | 17,891.9% |
| 05/2021 | 1.66% | 7.01% | 34,303.5 | - | - | - | 1.05% | 15,562.1% | 17,562.3% |
| 04/2021 | 1.46% | 5.26% | 33,720.7 | - | - | - | 1.05% | 15,067% | 17,109.2% |
| 03/2021 | 1.81% | 3.74% | 33,222.3 | - | - | - | 1.05% | 14,715.8% | 16,925.6% |
| 02/2021 | 0.82% | 1.9% | 32,603.9 | - | - | - | 1.05% | 14,258.3% | 16,572.2% |
| 01/2021 | 1.07% | 1.07% | 32,326.1 | - | - | - | 1.05% | 13,655.5% | 16,077.1% |
| 12/2020 | 1.83% | 5.3% | 31,959 | - | - | - | 1.15% | 13,851.4% | 16,200.1% |
| 11/2020 | 4.91% | 3.4% | 31,391.4 | - | - | - | 1.15% | 13,184% | 15,651.4% |
| 10/2020 | -0.13% | -1.44% | 29,925.5 | - | - | - | 1.15% | 12,046% | 15,464.7% |
| 09/2020 | -1.27% | -1.31% | 29,942.7 | - | - | - | 1.15% | 11,793.1% | 15,265.7% |
| 08/2020 | 2.61% | -0.04% | 30,337.3 | - | - | - | 1.15% | 12,385.8% | 15,459% |
| 07/2020 | 2.5% | -2.58% | 29,607.9 | - | - | - | 1.15% | 11,725.6% | 14,898.8% |
| 06/2020 | 0.05% | -4.96% | 28,896.9 | - | - | - | 1.15% | 10,873.5% | 14,155.1% |
| 05/2020 | 1.68% | -5% | 28,862.3 | - | - | - | 1.15% | 10,922.6% | 13,879% |
| 04/2020 | 4.78% | -6.57% | 28,607.2 | - | - | - | 1.15% | 10,425.9% | 13,065.8% |
| 03/2020 | -8.44% | -10.84% | 27,239.4 | - | - | - | 1.15% | 9,737.1% | 12,300.6% |
| 02/2020 | -2.48% | -2.62% | 30,047.7 | - | - | - | 1.15% | 11,489.8% | 13,335.7% |
| 01/2020 | -0.14% | -0.14% | 30,819.2 | - | - | - | 1.15% | 12,028.6% | 13,589.8% |
| 12/2019 | 1.11% | 12% | 30,799.3 | - | - | - | 1.19% | 12,384.1% | 14,087.8% |
| 11/2019 | 0.82% | 10.77% | 30,433 | - | - | - | 1.19% | 11,681.4% | 13,219.6% |
| 10/2019 | 1.49% | 9.87% | 29,722.1 | - | - | - | 1.19% | 11,491.6% | 13,298.2% |
| 09/2019 | 0.77% | 8.25% | 29,172.7 | - | - | - | 1.19% | 10,661.3% | 12,062.3% |
| 08/2019 | -0.17% | 7.42% | 28,899 | - | - | - | 1.19% | 10,313% | 12,083.1% |
| 07/2019 | 0.31% | 7.61% | 28,833.4 | - | - | - | 1.19% | 10,338.4% | 11,939.3% |
| 06/2019 | 2.11% | 7.28% | 28,661.2 | - | - | - | 1.19% | 10,265.8% | 11,905.9% |
| 05/2019 | -1.44% | 5.06% | 27,957.1 | - | - | - | 1.19% | 10,109.3% | 11,744% |
| 04/2019 | 1.52% | 6.59% | 28,272.4 | - | - | - | 1.19% | 10,472.8% | 11,912.3% |
| 03/2019 | 0.87% | 5% | 27,773.8 | - | - | - | 1.19% | 10,307.7% | 12,162.7% |
| 02/2019 | 1.07% | 4.09% | 27,446.2 | - | - | - | 1.19% | 10,121.7% | 11,736.5% |
| 01/2019 | 2.99% | 2.99% | 27,069.1 | - | - | - | 1.19% | 10,501.9% | 12,116.9% |
| 12/2018 | -2.86% | -0.8% | 26,198.1 | - | - | - | 1.22% | 10,240.4% | 11,957.8% |
| 11/2018 | 0.42% | 2.12% | 26,852.2 | - | - | - | 1.22% | 10,548.7% | 12,061.6% |
| 10/2018 | -2.17% | 1.69% | 26,592.9 | - | - | - | 1.22% | 10,371.3% | 12,146.7% |
| 09/2018 | 0.4% | 3.95% | 27,025.7 | - | - | - | 1.22% | 10,390% | 12,059.9% |
| 08/2018 | 0.7% | 3.54% | 26,798.5 | - | - | - | 1.22% | 10,642% | 12,091.6% |
| 07/2018 | 1.3% | 2.82% | 26,423.8 | - | - | - | 1.22% | 10,436.3% | 11,972.6% |
| 06/2018 | 0.23% | 1.5% | 25,958.4 | - | - | - | 1.22% | 10,068.4% | 11,540.2% |
| 05/2018 | 0.3% | 1.26% | 25,741.3 | - | - | - | 1.22% | 10,589.6% | 11,613.5% |
| 04/2018 | 1.13% | 0.96% | 25,525.9 | - | - | - | 1.22% | 10,608.7% | 11,811.9% |
| 03/2018 | -0.55% | -0.17% | 25,137.4 | - | - | - | 1.22% | 10,028.9% | 11,013.6% |
| 02/2018 | -1.04% | 0.39% | 25,193.8 | - | - | - | 1.22% | 9,850.9% | 10,502.2% |
| 01/2018 | 1.44% | 1.44% | 25,366.7 | - | - | - | 1.22% | 9,483.3% | 9,765.4% |
| 12/2017 | 0.99% | 7.87% | 24,890.2 | - | - | - | 1.2% | 9,268.5% | 9,499.8% |
| 11/2017 | 0.53% | 6.81% | 24,470.3 | - | - | - | 1.2% | 9,070.1% | 9,170.9% |
| 10/2017 | 1.04% | 6.25% | 24,239.1 | - | - | - | 1.2% | 9,151.6% | 9,179.8% |
| 09/2017 | 0.48% | 5.15% | 23,873.5 | - | - | - | 1.2% | 9,202.6% | 9,134.5% |
| 08/2017 | 0.15% | 4.65% | 23,692.7 | - | - | - | 1.2% | 9,122.6% | 8,950.7% |
| 07/2017 | 1.34% | 4.49% | 23,533.1 | - | - | - | 1.2% | 9,383.6% | 9,153.2% |
| 06/2017 | -0.37% | 3.11% | 23,125.3 | - | - | - | 1.2% | 9,254.7% | 8,807.6% |
| 05/2017 | 0.95% | 3.5% | 23,354.5 | - | - | - | 1.2% | 9,324.3% | 8,836.4% |
| 04/2017 | 1% | 2.52% | 23,025.8 | - | - | - | 1.2% | 9,176.2% | 8,947.6% |
| 03/2017 | 0.49% | 1.51% | 22,691.6 | - | - | - | 1.2% | 8,754% | 8,705% |
| 02/2017 | 0.7% | 1.01% | 22,490 | - | - | - | 1.2% | 8,671.3% | 8,648.7% |
| 01/2017 | 0.31% | 0.31% | 22,046.7 | - | - | - | 1.2% | 8,774.3% | 8,666.9% |
| 12/2016 | 1.15% | 3.36% | 21,870.3 | - | - | - | 1.22% | 8,784.1% | 8,714.3% |
| 11/2016 | 0.26% | 2.19% | 21,543 | - | - | - | 1.22% | 8,298.4% | 8,418.4% |
| 10/2016 | 0.21% | 1.92% | 21,583 | - | - | - | 1.22% | 8,141.8% | 8,319.6% |
| 09/2016 | -0.47% | 1.71% | 21,443.4 | - | - | - | 1.22% | 8,138% | 8,220.5% |
| 08/2016 | 0.14% | 2.19% | 21,372.7 | - | - | - | 1.22% | 8,294.7% | 8,215.4% |
| 07/2016 | 2.11% | 2.05% | 21,216.7 | - | - | - | 1.22% | 8,226.7% | 8,220.5% |
| 06/2016 | -0.38% | -0.06% | 20,639.8 | - | - | - | 1.22% | 8,015.7% | 8,266.3% |
| 05/2016 | 1.06% | 0.32% | 20,540.9 | - | - | - | 1.22% | 7,920.9% | 8,546.1% |
| 04/2016 | 0.74% | -0.73% | 20,109.2 | - | - | - | 1.22% | 7,783.5% | 8,425.2% |
| 03/2016 | 1.73% | -1.46% | 19,883.4 | - | - | - | 1.22% | 7,841% | 8,261.5% |
| 02/2016 | -1.16% | -3.14% | 19,349.4 | - | - | - | 1.22% | 7,837.1% | 8,061.7% |
| 01/2016 | -2% | -2% | 19,507.9 | - | - | - | 1.22% | 8,040.4% | 8,329.4% |
| 12/2015 | -0.93% | 1.74% | 19,681.1 | - | - | - | 1.23% | 8,436.3% | 8,921.7% |
| 11/2015 | 0.17% | 2.69% | 19,578.1 | - | - | - | 1.23% | 8,387.9% | 8,622% |
| 10/2015 | 2.87% | 2.52% | 19,377.9 | - | - | - | 1.23% | 8,345.9% | 8,545.3% |
| 09/2015 | -2.24% | -0.34% | 18,692.1 | - | - | - | 1.23% | 8,067.7% | 8,480.2% |
| 08/2015 | -2.36% | 1.94% | 18,997 | - | - | - | 1.23% | 8,616.2% | 8,589.2% |
| 07/2015 | 1.41% | 4.41% | 19,307.8 | - | - | - | 1.23% | 8,838.5% | 8,457.4% |
| 06/2015 | -2.44% | 2.96% | 18,847.6 | - | - | - | 1.23% | 8,521.5% | 8,345.1% |
| 05/2015 | 0.7% | 5.53% | 19,132 | - | - | - | 1.23% | 8,627.3% | 8,348.3% |
| 04/2015 | 0.51% | 4.8% | 18,771.6 | - | - | - | 1.23% | 8,130.2% | 7,970.5% |
| 03/2015 | 0.67% | 4.27% | 18,508.3 | - | - | - | 1.23% | 8,235.1% | 7,775.7% |
| 02/2015 | 3.19% | 3.57% | 18,223.5 | - | - | - | 1.23% | 7,948.4% | 7,772.5% |
| 01/2015 | 0.37% | 0.37% | 17,339.4 | - | - | - | 1.23% | 7,635.1% | 7,462.7% |
| 12/2014 | -1.03% | 5.12% | 17,081.3 | - | - | - | 1.26% | 7,615.8% | 7,785.6% |
| 11/2014 | 1.23% | 6.21% | 17,041 | - | - | - | 1.26% | 7,745.3% | 7,921.6% |
| 10/2014 | 0.02% | 4.92% | 16,670.5 | - | - | - | 1.26% | 7,735.3% | 7,968.3% |
| 09/2014 | 0.15% | 4.9% | 16,538.3 | - | - | - | 1.26% | 7,529.9% | 7,501.4% |
| 08/2014 | 1.76% | 4.75% | 16,349.5 | - | - | - | 1.26% | 7,392.4% | 7,451.7% |
| 07/2014 | -0.42% | 2.93% | 15,816.7 | - | - | - | 1.26% | 6,016.3% | 7,004.1% |
| 06/2014 | 0.41% | 3.37% | 15,719.4 | - | - | - | 1.26% | 6,086.3% | 6,948.9% |
| 05/2014 | 1.07% | 2.95% | 15,489.4 | - | - | - | 1.26% | 6,000% | 6,583.6% |
| 04/2014 | -0.28% | 1.86% | 15,101.5 | - | - | - | 1.26% | 5,772.3% | 6,375% |
| 03/2014 | 0.82% | 2.14% | 15,056.4 | - | - | - | 1.26% | 5,764.6% | 6,409.4% |
| 02/2014 | 2.18% | 1.31% | 14,816.7 | - | - | - | 1.26% | 5,571.7% | 6,242.3% |
| 01/2014 | -0.85% | -0.85% | 13,737.7 | - | - | - | 1.26% | 5,095.6% | 5,552.1% |
| 12/2013 | 0.68% | 11.71% | 13,717.2 | - | - | - | 1.25% | 4,977.9% | 5,635.1% |
| 11/2013 | 1.9% | 10.95% | 13,350.2 | - | - | - | 1.25% | 4,991.3% | 5,390.8% |
| 10/2013 | 1.61% | 8.89% | 12,963.1 | - | - | - | 1.25% | 4,578% | 5,239.7% |
| 09/2013 | 2.49% | 7.16% | 12,495.4 | - | - | - | 1.25% | 4,520% | 5,111.2% |
| 08/2013 | -0.84% | 4.56% | 12,104.6 | - | - | - | 1.25% | 4,225.1% | 4,838.5% |
| 07/2013 | 1.86% | 5.44% | 12,076.6 | - | - | - | 1.25% | 4,086.6% | 4,748.8% |
| 06/2013 | -1.3% | 3.52% | 11,747.2 | - | - | - | 1.25% | 4,011.6% | 4,608.7% |
| 05/2013 | 1.38% | 4.88% | 11,743.7 | - | - | - | 1.25% | 4,206.9% | 4,756.6% |
| 04/2013 | 0.84% | 3.45% | 11,424.7 | - | - | - | 1.25% | 4,005.7% | 4,597.6% |
| 03/2013 | 0.61% | 2.59% | 11,266.6 | - | - | - | 1.25% | 4,126.9% | 4,166.4% |
| 02/2013 | 0.72% | 1.97% | 10,840.7 | - | - | - | 1.25% | 3,971% | 4,129.8% |
| 01/2013 | 1.24% | 1.24% | 10,612.2 | - | - | - | 1.25% | 3,844.9% | 4,035.3% |
| 12/2012 | 0.89% | 10.65% | 10,267.3 | - | - | - | 1.24% | 3,499.7% | 3,518.2% |
| 11/2012 | 0.71% | 9.67% | 9,995.7 | - | - | - | 1.24% | 3,380.4% | 3,378.1% |
| 10/2012 | 1.1% | 8.9% | 9,792.8 | - | - | - | 1.24% | 3,308.6% | 3,312.7% |
| 09/2012 | 1.66% | 7.71% | 9,530.6 | - | - | - | 1.24% | 3,223% | 3,154.3% |
| 08/2012 | 0.9% | 5.96% | 9,317.4 | - | - | - | 1.24% | 3,127.2% | 2,924.3% |
| 07/2012 | 1.87% | 5.01% | 9,173.9 | - | - | - | 1.24% | 2,959.4% | 2,706.3% |
| 06/2012 | 0.23% | 3.08% | 8,799.9 | - | - | - | 1.24% | 2,913.3% | 2,745.6% |
| 05/2012 | -2.65% | 2.85% | 8,737.6 | - | - | - | 1.24% | 2,985.8% | 2,862.4% |
| 04/2012 | 1.08% | 5.65% | 8,859.7 | - | - | - | 1.24% | 3,029% | 2,986.5% |
| 03/2012 | 0.72% | 4.52% | 8,667.5 | - | - | - | 1.24% | 2,846% | 2,859.1% |
| 02/2012 | 1.18% | 3.77% | 8,211.4 | - | - | - | 1.24% | 2,767.6% | 2,757.3% |
| 01/2012 | 2.56% | 2.56% | 8,005.3 | - | - | - | 1.24% | 2,753.2% | 2,737.9% |
| 12/2011 | 0.29% | -4.02% | 7,684.7 | - | - | - | 1.25% | 2,664.2% | 2,723.5% |
| 11/2011 | -0.9% | -4.3% | 7,592.7 | - | - | - | 1.25% | 2,614.9% | 2,731% |
| 10/2011 | 3.03% | -3.43% | 7,630.9 | - | - | - | 1.25% | 2,411.9% | 2,379.9% |
| 09/2011 | -2.96% | -6.27% | 7,293.7 | - | - | - | 1.25% | 2,154.3% | 2,259.8% |
| 08/2011 | -2.12% | -3.41% | 7,125.5 | - | - | - | 1.25% | 2,318.4% | 2,383.9% |
| 07/2011 | 0.09% | -1.32% | 7,158.8 | - | - | - | 1.25% | 2,346.8% | 2,357.5% |
| 06/2011 | -1.72% | -1.41% | 7,096.2 | - | - | - | 1.25% | 2,312.8% | 2,437.5% |
| 05/2011 | -1.09% | 0.32% | 7,187.3 | - | - | - | 1.25% | 2,451.6% | 2,712.1% |
| 04/2011 | 0.72% | 1.42% | 7,271.6 | - | - | - | 1.25% | 2,624.3% | 2,795.6% |
| 03/2011 | -0.45% | 0.7% | 7,147.1 | - | - | - | 1.25% | 2,475.3% | 2,614.6% |
| 02/2011 | 0.81% | 1.15% | 7,045.3 | - | - | - | 1.25% | 2,399.6% | 2,575.4% |
| 01/2011 | 0.34% | 0.34% | 6,903.4 | - | - | - | 1.25% | 2,442.6% | 2,387.9% |
| 12/2010 | 1.91% | 11.02% | 6,769.5 | - | - | - | 1.31% | 2,285.8% | 2,321% |
| 11/2010 | -0.67% | 8.94% | 6,510.5 | - | - | - | 1.31% | 2,079.8% | 2,266.2% |
| 10/2010 | 2.83% | 9.67% | 6,468.2 | - | - | - | 1.31% | 2,079.3% | 2,067.3% |
| 09/2010 | 2.42% | 6.66% | 6,169.3 | - | - | - | 1.31% | 1,936.6% | 1,896.9% |
| 08/2010 | 0.94% | 4.14% | 5,946.5 | - | - | - | 1.31% | 1,852.7% | 1,860.5% |
| 07/2010 | 2.17% | 3.17% | 5,794.8 | - | - | - | 1.31% | 1,789.2% | 1,855.1% |
| 06/2010 | -0.17% | 0.98% | 5,571.9 | - | - | - | 1.31% | 1,664.6% | 1,850.1% |
| 05/2010 | -2.58% | 1.15% | 5,489.8 | - | - | - | 1.31% | 1,781.9% | 2,021.8% |
| 04/2010 | 0.09% | 3.83% | 5,530.5 | - | - | - | 1.31% | 1,860.2% | 2,071% |
| 03/2010 | 2.55% | 3.73% | 5,438.7 | - | - | - | 1.31% | 1,848% | 1,986.8% |
| 02/2010 | 1.59% | 1.15% | 5,211 | - | - | - | 1.31% | 1,817.6% | 1,878.7% |
| 01/2010 | -0.43% | -0.43% | 5,037.5 | - | - | - | 1.31% | 1,755.9% | 1,708.8% |
| 12/2009 | 0.72% | 30.29% | 4,956.8 | - | - | - | 1.3% | - | - |
| 11/2009 | 3.44% | 29.36% | 4,815.7 | - | - | - | 1.3% | - | - |
| 10/2009 | 0.9% | 25.06% | 4,629.8 | - | - | - | 1.3% | - | - |
| 09/2009 | 2.52% | 23.94% | 4,492.6 | - | - | - | 1.3% | - | - |
| 08/2009 | 1.93% | 20.89% | 4,281.9 | - | - | - | 1.3% | - | - |
| 07/2009 | 3.47% | 18.61% | 4,135.8 | - | - | - | 1.3% | - | - |
| 06/2009 | 2.14% | 14.63% | 3,909.7 | - | - | - | 1.3% | - | - |
| 05/2009 | 1.68% | 12.23% | 3,747.5 | - | - | - | 1.3% | - | - |
| 04/2009 | 2.89% | 10.37% | 3,579.3 | - | - | - | 1.3% | - | - |
| 03/2009 | 3.86% | 7.27% | 3,399.6 | - | - | - | 1.3% | - | - |
| 02/2009 | 0.54% | 3.28% | 3,187.1 | - | - | - | 1.3% | - | - |
| 01/2009 | 2.73% | 2.73% | 3,071.2 | - | - | - | 1.3% | - | - |
| 12/2008 | 1.73% | -14.42% | 2,915.9 | - | - | - | 1.44% | - | - |
| 11/2008 | -1.72% | -15.88% | 2,751.3 | - | - | - | 1.44% | - | - |
| 10/2008 | -7.65% | -14.41% | 2,709.7 | - | - | - | 1.44% | - | - |
| 09/2008 | -4.78% | -7.32% | 2,869.5 | - | - | - | 1.44% | - | - |
| 08/2008 | -0.41% | -2.66% | 2,930.1 | - | - | - | 1.44% | - | - |
| 07/2008 | -1.12% | -2.26% | 2,855.1 | - | - | - | 1.44% | - | - |
| 06/2008 | -0.3% | -1.16% | 2,765.1 | - | - | - | 1.44% | - | - |
| 05/2008 | 1.49% | -0.86% | 2,642.2 | - | - | - | 1.44% | - | - |
| 04/2008 | 2.13% | -2.31% | 2,482 | - | - | - | 1.44% | - | - |
| 03/2008 | -2.65% | -4.35% | 2,356.1 | - | - | - | 1.44% | - | - |
| 02/2008 | 1.7% | -1.75% | 2,329.7 | - | - | - | 1.44% | - | - |
| 01/2008 | -3.39% | -3.39% | 2,232.8 | - | - | - | 1.44% | - | - |
| 12/2007 | 0.14% | 11.85% | 2,206.5 | - | - | - | 1.61% | - | - |
| 11/2007 | -1.92% | 11.69% | 2,120.7 | - | - | - | 1.61% | - | - |
| 10/2007 | 3% | 13.88% | 2,094.9 | - | - | - | 1.61% | - | - |
| 09/2007 | 2.29% | 10.56% | 1,971.6 | - | - | - | 1.61% | - | - |
| 08/2007 | -2.53% | 8.09% | 1,866.9 | - | - | - | 1.61% | - | - |
| 07/2007 | -0.33% | 10.89% | 1,844.8 | - | - | - | 1.61% | - | - |
| 06/2007 | 0.4% | 11.26% | 1,780.6 | - | - | - | 1.61% | - | - |
| 05/2007 | 3.04% | 10.82% | 1,496.3 | - | - | - | 1.61% | - | - |
| 04/2007 | 3.51% | 7.55% | 1,395.3 | - | - | - | 1.61% | - | - |
| 03/2007 | 0.55% | 3.9% | 1,304.3 | - | - | - | 1.61% | - | - |
| 02/2007 | 0.94% | 3.33% | 1,248 | - | - | - | 1.61% | - | - |
| 01/2007 | 2.37% | 2.37% | 1,187.1 | - | - | - | 1.61% | - | - |
| 12/2006 | 0.48% | 8.88% | 1,097 | - | - | - | 1.25% | - | - |
| 11/2006 | 1.44% | 8.36% | 1,027.2 | - | - | - | 1.25% | - | - |
| 10/2006 | 3.3% | 6.82% | 971.6 | - | - | - | 1.25% | - | - |
| 09/2006 | 0.48% | 3.41% | 883.2 | - | - | - | 1.25% | - | - |
| 08/2006 | 0.88% | 2.92% | 842.4 | - | - | - | 1.25% | - | - |
| 07/2006 | 1.13% | 2.02% | 794.8 | - | - | - | 1.25% | - | - |
| 06/2006 | -2.21% | 0.88% | 740.3 | - | - | - | 1.25% | - | - |
| 05/2006 | -0.18% | 3.16% | 718.5 | - | - | - | 1.25% | - | - |
| 04/2006 | 1.54% | 3.34% | 671.9 | - | - | - | 1.25% | - | - |
| 03/2006 | 0.6% | 1.78% | 630.4 | - | - | - | 1.25% | - | - |
| 02/2006 | -0.58% | 1.17% | 506.8 | - | - | - | 1.25% | - | - |
| 01/2006 | 1.76% | 1.76% | 506.8 | - | - | - | 1.25% | - | - |
| 12/2005 | 1.07% | 11.98% | 506.8 | - | - | - | 1.27% | - | - |
| 11/2005 | 0.35% | 10.79% | 397.6 | - | - | - | 1.27% | - | - |
| 10/2005 | 0.22% | 10.41% | 397.6 | - | - | - | 1.27% | - | - |
| 09/2005 | 2.18% | 10.16% | 397.6 | - | - | - | 1.27% | - | - |
| 08/2005 | 2.06% | 7.81% | 294.5 | - | - | - | 1.27% | - | - |
| 07/2005 | 1.77% | 5.64% | 294.5 | - | - | - | 1.27% | - | - |
| 06/2005 | -1.3% | 3.8% | 294.5 | - | - | - | 1.27% | - | - |
| 05/2005 | 1.52% | 5.17% | 218.9 | - | - | - | 1.27% | - | - |
| 04/2005 | 1.1% | 3.59% | 218.9 | - | - | - | 1.27% | - | - |
| 03/2005 | 0.03% | 2.47% | 218.9 | - | - | - | 1.27% | - | - |
| 02/2005 | 1.14% | 2.43% | 148.3 | - | - | - | 1.27% | - | - |
| 01/2005 | 1.28% | 1.28% | 148.3 | - | - | - | 1.27% | - | - |
| 12/2004 | 2.03% | - | 148.3 | - | - | - | - | - | - |
| 11/2004 | 1.8% | - | 75.8 | - | - | - | - | - | - |
| 10/2004 | 0.22% | - | 75.8 | - | - | - | - | - | - |
| 09/2004 | 1.04% | - | 75.8 | - | - | - | - | - | - |
| 08/2004 | 0.16% | - | 33.9 | - | - | - | - | - | - |
| 07/2004 | -0.97% | - | 33.9 | - | - | - | - | - | - |
| 06/2004 | 1.44% | - | 33.9 | - | - | - | - | - | - |
| 05/2004 | 0.61% | - | 2.2 | - | - | - | - | - | - |
| 04/2004 | -0.29% | - | 2.2 | - | - | - | - | - | - |
| 03/2004 | 1.4% | - | 2.2 | - | - | - | - | - | - |
| 02/2004 | 0.29% | - | - | - | - | - | - | - | - |
| 01/2004 | 1.47% | - | - | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של מגדל - כללי?
ב-07/2026: 0% לחודש, 6.33% מתחילת השנה, 39.29% ל-3 שנים ו-45.84% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במגדל - כללי?
1.11% לשנה מהצבירה בממוצע ו-2.02% מההפקדות. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מגדל - כללי מומלצת?
האתר אינו ממליץ על קרנות. הדירוגים כאן הם לפי נתון בודד שבחרת. ייעוץ פנסיוני ניתן רק על ידי בעל רישיון.
קישורים
בדיקת פנסיה
בדיקת פנסיה חינם אצל בעל רישיון פנסיוני. האתר אינו מייעץ - הפנייה עוברת לבעל מקצוע מורשה בלבד.
בעל רישיון בלבדללא עלות וללא התחייבותהפרטים נמחקים בתוך 90 יום
מקור הנתונים ורישיון
מקור הנתונים: נתוני 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.