הפניקס מסלול השקעה כללי: תשואה, דמי ניהול וסיכון
הפניקס מסלול השקעה כללי מנוהלת על ידי , בסיווג פוליסות שהונפקו החל משנת 2004; 271 חודשי דיווח מ-01/2004 עד 07/2026.
תשואה 07/2026
0.1%
מתחילת השנה
5.39%
3 שנים מצטבר
40.09%
5 שנים מצטבר
48.76%
דמי ניהול מצבירה
0.86%
לשנה
נכסים
36,937
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: 36,937 מיליון ש"ח, מקום 2 מתוך 176 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 48.76%, מקום 31 מתוך 107 בקטגוריה; ל-3 שנים: 40.09% (מקום 38 מתוך 137).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,876 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 21,663 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.86% לשנה (מקום 129 מתוך 170 בקטגוריה, מהנמוך לגבוה), מההפקדות: 2.23%. על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-15,865 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -25.6% בין 10/2007 ל-12/2008.
- סטיית תקן: 5.54; מדד שארפ: 1.13 (מקום 10 מתוך 107); חשיפה למניות 18,697.8%, לחו"ל 20,275.5%, למט"ח 7,109.3%.
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 | 11.22% | 11.43% | 7.55% | 8.44% | -24.28% | 31.3% | 10.81% | -5.2% | 10.52% | 12.17% | 4.82% | 3.7% | 5.73% | 8.89% | -0.37% | 13.48% | 7.03% | 15.33% | -6.64% | 8.7% | 13.95% | 14.83% |
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) | 36,937 | 2 / 176 |
| דמי ניהול מצבירה (נמוך = 1) | 0.86% | 129 / 170 |
| תשואה מתחילת השנה | 5.39% | 65 / 172 |
| תשואה 3 שנים | 40.09% | 38 / 137 |
| תשואה 5 שנים | 48.76% | 31 / 107 |
| מדד שארפ | 1.13 | 10 / 107 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- מגדל - כללי 37,840 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 | 0.1% | 5.39% | 36,937 | - | - | - | 0.86% | 18,697.8% | 20,275.5% |
| 06/2026 | -0.54% | 5.29% | 36,610.7 | - | - | - | 0.86% | 18,084.5% | 19,985.4% |
| 05/2026 | 1.84% | 5.86% | 36,396 | - | - | - | 0.86% | 17,642.1% | 18,863.5% |
| 04/2026 | 4.09% | 3.95% | 35,361.5 | - | - | - | 0.86% | 17,119.4% | 18,481.1% |
| 03/2026 | -2.68% | -0.14% | 33,744.9 | - | - | - | 0.86% | 16,234.3% | 18,018.4% |
| 02/2026 | 0.62% | 2.61% | 34,232 | - | - | - | 0.86% | 16,173.7% | 17,586.4% |
| 01/2026 | 1.98% | 1.98% | 33,448.8 | - | - | - | 0.86% | 15,697.9% | 16,775.2% |
| 12/2025 | 1.32% | 14.83% | 32,090 | - | - | - | 0.88% | 14,685.4% | 12,868.8% |
| 11/2025 | 1.11% | 13.34% | 30,924.2 | - | - | - | 0.88% | 14,347.1% | 15,317.6% |
| 10/2025 | 1.44% | 12.09% | 29,993.9 | - | - | - | 0.88% | 13,768.7% | 14,705.4% |
| 09/2025 | 1.92% | 10.5% | 29,071.8 | - | - | - | 0.88% | 13,249.5% | 14,627.5% |
| 08/2025 | 0.94% | 8.42% | 28,052.3 | - | - | - | 0.88% | 12,802.8% | 14,090% |
| 07/2025 | 1.15% | 7.41% | 27,309.1 | - | - | - | 0.88% | 12,590.9% | 13,848.5% |
| 06/2025 | 3.08% | 6.19% | 26,214.7 | - | - | - | 0.88% | 12,049.8% | 13,318.1% |
| 05/2025 | 1.98% | 3.02% | 24,979 | - | - | - | 0.88% | 11,330.4% | 13,184% |
| 04/2025 | 0.79% | 1.02% | 24,127.2 | - | - | - | 0.88% | 10,894.9% | 12,994.3% |
| 03/2025 | -1.2% | 0.23% | 23,778.6 | - | - | - | 0.88% | 10,957.7% | 13,036.6% |
| 02/2025 | 0.19% | 1.44% | 23,481.7 | - | - | - | 0.88% | 10,679.4% | 10,913.7% |
| 01/2025 | 1.25% | 1.25% | 22,695.7 | - | - | - | 0.88% | 10,307% | 11,879.6% |
| 12/2024 | 1.17% | 13.95% | 21,790.9 | - | - | - | 0.9% | 9,698.4% | 11,466% |
| 11/2024 | 2.16% | 12.63% | 21,049.4 | - | - | - | 0.9% | 9,340.1% | 11,069.4% |
| 10/2024 | 0.36% | 10.25% | 20,307.1 | - | - | - | 0.9% | 9,117.5% | 11,086.7% |
| 09/2024 | 1.47% | 9.85% | 20,128.8 | - | - | - | 0.9% | 9,018.4% | 11,146.8% |
| 08/2024 | 0.93% | 8.26% | 19,805.2 | - | - | - | 0.9% | 8,642.5% | 10,628.4% |
| 07/2024 | 1.25% | 7.27% | 19,552.2 | - | - | - | 0.9% | 8,642.1% | 10,764.8% |
| 06/2024 | 0.61% | 5.94% | 19,277.5 | - | - | - | 0.9% | 8,422.7% | 10,707.5% |
| 05/2024 | 1.54% | 5.3% | 19,233 | - | - | - | 0.9% | 8,397% | 10,689.6% |
| 04/2024 | -1.12% | 3.7% | 18,945.5 | - | - | - | 0.9% | 8,281.4% | 10,528.3% |
| 03/2024 | 2.29% | 4.88% | 19,146.3 | - | - | - | 0.9% | 8,648.2% | 9,128.8% |
| 02/2024 | 2.12% | 2.53% | 18,761.3 | - | - | - | 0.9% | 8,186% | 8,783.5% |
| 01/2024 | 0.4% | 0.4% | 18,463.1 | - | - | - | 0.9% | 7,896% | 8,700.3% |
| 12/2023 | 2.81% | 8.7% | 18,569.9 | - | - | - | 0.91% | 8,002.1% | 8,836.2% |
| 11/2023 | 2.61% | 5.73% | 18,195.6 | - | - | - | 0.91% | 7,713.2% | 8,836.5% |
| 10/2023 | -2.53% | 3.04% | 17,872.5 | - | - | - | 0.91% | 7,545.2% | 9,248.4% |
| 09/2023 | -1.07% | 5.72% | 18,691.1 | - | - | - | 0.91% | 7,959.8% | 9,191.2% |
| 08/2023 | -0.14% | 6.86% | 19,040.8 | - | - | - | 0.91% | 8,265.8% | 9,442% |
| 07/2023 | 2.34% | 7.01% | 19,335.3 | - | - | - | 0.91% | 8,391.8% | 9,357.9% |
| 06/2023 | 1.84% | 4.56% | 19,103.8 | - | - | - | 0.91% | 8,124.1% | 9,350% |
| 05/2023 | 0.56% | 2.67% | 18,935.7 | - | - | - | 0.91% | 7,893.8% | 9,676.6% |
| 04/2023 | 1.28% | 2.1% | 19,013.4 | - | - | - | 0.91% | 7,773.7% | 9,824.7% |
| 03/2023 | 0.24% | 0.81% | 18,994.9 | - | - | - | 0.91% | 7,788.6% | 9,806.6% |
| 02/2023 | -1.48% | 0.57% | 19,455.3 | - | - | - | 0.91% | 8,186.2% | 10,251.6% |
| 01/2023 | 2.08% | 2.08% | 19,946.9 | - | - | - | 0.91% | 8,298.1% | 9,931.2% |
| 12/2022 | -1.1% | -6.64% | 19,590.3 | - | - | - | 0.96% | 8,339.2% | 9,673.1% |
| 11/2022 | 0.96% | -5.6% | 19,803.8 | - | - | - | 0.96% | 8,625.7% | 9,635.9% |
| 10/2022 | 1.9% | -6.5% | 19,575.4 | - | - | - | 0.96% | 8,710.8% | 9,508.8% |
| 09/2022 | -3.81% | -8.24% | 19,264.8 | - | - | - | 0.96% | 8,209.7% | 9,115.5% |
| 08/2022 | -0.57% | -4.61% | 19,897.3 | - | - | - | 0.96% | 8,545.8% | 8,992.9% |
| 07/2022 | 2.73% | -4.06% | 19,704.7 | - | - | - | 0.96% | 8,385.5% | 8,930.5% |
| 06/2022 | -2.26% | -6.61% | 18,976.8 | - | - | - | 0.96% | 8,116.3% | 8,728.2% |
| 05/2022 | -1.82% | -4.45% | 19,396.6 | - | - | - | 0.96% | 8,626.6% | 8,919.4% |
| 04/2022 | -1.46% | -2.68% | 19,631.3 | - | - | - | 0.96% | 8,662.6% | 8,562.7% |
| 03/2022 | 0.28% | -1.24% | 19,456.6 | - | - | - | 0.96% | 8,787.2% | 8,517.3% |
| 02/2022 | -0.41% | -1.52% | 19,046.8 | - | - | - | 0.96% | 8,813% | 8,527.5% |
| 01/2022 | -1.11% | -1.11% | 18,799.6 | - | - | - | 0.96% | 8,718.9% | 8,422.7% |
| 12/2021 | 2.68% | 15.33% | 18,636.8 | - | - | - | 1% | 8,410.2% | 8,031.7% |
| 11/2021 | -0.15% | 12.32% | 17,494.7 | - | - | - | 1% | 7,934.2% | 6,171.6% |
| 10/2021 | 1.99% | 12.49% | 16,974.2 | - | - | - | 1% | 7,707.8% | 6,213.1% |
| 09/2021 | 0.14% | 10.3% | 16,248.5 | - | - | - | 1% | 7,047.2% | 5,765.9% |
| 08/2021 | 1.51% | 10.14% | 15,904.5 | - | - | - | 1% | 7,010% | 5,808.8% |
| 07/2021 | -0.25% | 8.51% | 15,221.6 | - | - | - | 1% | 6,664.8% | 5,585.9% |
| 06/2021 | 0.68% | 8.78% | 14,956.8 | - | - | - | 1% | 6,461.2% | 5,484.7% |
| 05/2021 | 1.84% | 8.04% | 14,472.2 | - | - | - | 1% | 6,346% | 5,206.3% |
| 04/2021 | 1.82% | 6.09% | 13,944.6 | - | - | - | 1% | 6,137.8% | 5,021% |
| 03/2021 | 2% | 4.19% | 13,473.8 | - | - | - | 1% | 5,816.4% | 4,866.6% |
| 02/2021 | 0.91% | 2.15% | 12,971.4 | - | - | - | 1% | 5,537.5% | 4,711.6% |
| 01/2021 | 1.23% | 1.23% | 12,666.2 | - | - | - | 1% | 5,369.7% | 4,537.8% |
| 12/2020 | 3.27% | 7.03% | 12,385.5 | - | - | - | 1.02% | 5,144.9% | 4,417.9% |
| 11/2020 | 5.39% | 3.64% | 11,944 | - | - | - | 1.02% | 4,839.8% | 4,318.4% |
| 10/2020 | 0.26% | -1.66% | 11,274.3 | - | - | - | 1.02% | 4,424.7% | 3,879.4% |
| 09/2020 | -0.87% | -1.92% | 11,212.4 | - | - | - | 1.02% | 4,384.5% | 3,865.4% |
| 08/2020 | 3.17% | -1.05% | 11,341.8 | - | - | - | 1.02% | 4,456.9% | 3,934.9% |
| 07/2020 | 2.36% | -4.09% | 10,982.8 | - | - | - | 1.02% | 4,268.9% | 3,820.1% |
| 06/2020 | -0.51% | -6.31% | 10,767.3 | - | - | - | 1.02% | 4,095.8% | 3,610% |
| 05/2020 | 1.09% | -5.83% | 10,876.2 | - | - | - | 1.02% | 4,089.1% | 3,614.8% |
| 04/2020 | 5.17% | -6.84% | 10,648.1 | - | - | - | 1.02% | 3,882.1% | 4,196.3% |
| 03/2020 | -9.18% | -11.42% | 10,056.6 | - | - | - | 1.02% | 3,722% | 4,155.9% |
| 02/2020 | -2.33% | -2.47% | 11,481.5 | - | - | - | 1.02% | 4,362.5% | 4,407.5% |
| 01/2020 | -0.14% | -0.14% | 11,774.7 | - | - | - | 1.02% | 4,527.3% | 4,482.6% |
| 12/2019 | 1.61% | 13.48% | 11,693.8 | - | - | - | 1.06% | 4,531.9% | 4,540.1% |
| 11/2019 | 0.96% | 11.68% | 11,404.6 | - | - | - | 1.06% | 4,384.7% | 4,355.6% |
| 10/2019 | 1.85% | 10.62% | 11,246.5 | - | - | - | 1.06% | 4,277.8% | 4,287.9% |
| 09/2019 | 1.29% | 8.61% | 10,974.7 | - | - | - | 1.06% | 4,107.2% | 4,125.6% |
| 08/2019 | -0.39% | 7.23% | 10,777 | - | - | - | 1.06% | 4,059.2% | 4,129% |
| 07/2019 | 0.58% | 7.65% | 10,761.5 | - | - | - | 1.06% | 4,068.2% | 4,115.9% |
| 06/2019 | 2.19% | 7.03% | 10,607 | - | - | - | 1.06% | 3,983.9% | 3,986.5% |
| 05/2019 | -1.62% | 4.73% | 10,306.9 | - | - | - | 1.06% | 3,780.5% | 3,879.3% |
| 04/2019 | 1.74% | 6.46% | 10,412.8 | - | - | - | 1.06% | 3,928.9% | 4,031.3% |
| 03/2019 | 0.64% | 4.64% | 10,130.1 | - | - | - | 1.06% | 3,786.2% | 3,970.9% |
| 02/2019 | 1.11% | 3.97% | 10,006.8 | - | - | - | 1.06% | 3,773.1% | 3,905.2% |
| 01/2019 | 2.83% | 2.83% | 9,805.8 | - | - | - | 1.06% | 3,658.5% | 3,778.9% |
| 12/2018 | -2.97% | -0.37% | 9,439.2 | - | - | - | 1.1% | 3,612.8% | 3,783.9% |
| 11/2018 | 0.42% | 2.68% | 9,603.5 | - | - | - | 1.1% | 3,740% | 3,853.8% |
| 10/2018 | -2.06% | 2.25% | 9,407.8 | - | - | - | 1.1% | 3,669.7% | 3,731.2% |
| 09/2018 | 0.39% | 4.4% | 9,496 | - | - | - | 1.1% | 3,798.9% | 3,686.2% |
| 08/2018 | 1.21% | 3.99% | 9,447.8 | - | - | - | 1.1% | 3,706.3% | 3,600.2% |
| 07/2018 | 1.33% | 2.75% | 9,179.8 | - | - | - | 1.1% | 3,537.8% | 3,525.4% |
| 06/2018 | 0.14% | 1.4% | 8,956.2 | - | - | - | 1.1% | 3,419.1% | 3,454.1% |
| 05/2018 | 0.14% | 1.26% | 8,874.1 | - | - | - | 1.1% | 3,358.9% | 3,276.8% |
| 04/2018 | 0.98% | 1.12% | 8,791.2 | - | - | - | 1.1% | 3,363.8% | 3,294.4% |
| 03/2018 | -0.17% | 0.14% | 8,663.8 | - | - | - | 1.1% | 3,309.5% | 3,213.3% |
| 02/2018 | -0.99% | 0.31% | 8,562.4 | - | - | - | 1.1% | 3,327.9% | 3,179.5% |
| 01/2018 | 1.31% | 1.31% | 8,601.8 | - | - | - | 1.1% | 3,294.8% | 3,098.8% |
| 12/2017 | 1.14% | 8.89% | 8,447.2 | - | - | - | 1.14% | 3,175.5% | 2,983.6% |
| 11/2017 | 0.91% | 7.66% | 8,307.4 | - | - | - | 1.14% | 3,089.3% | 2,908.2% |
| 10/2017 | 0.85% | 6.69% | 8,172.2 | - | - | - | 1.14% | 2,977% | 2,856.9% |
| 09/2017 | 0.66% | 5.79% | 8,083.7 | - | - | - | 1.14% | 2,930.9% | 2,795.4% |
| 08/2017 | 0.21% | 5.1% | 7,990.2 | - | - | - | 1.14% | 2,865% | 2,732.3% |
| 07/2017 | 1.33% | 4.88% | 7,973.5 | - | - | - | 1.14% | 2,850.3% | 2,695.2% |
| 06/2017 | -0.37% | 3.5% | 7,808.4 | - | - | - | 1.14% | 2,735.3% | 2,503.5% |
| 05/2017 | 1.01% | 3.89% | 7,715.7 | - | - | - | 1.14% | 2,671.8% | 2,472.4% |
| 04/2017 | 1.05% | 2.85% | 7,575.4 | - | - | - | 1.14% | 2,638.8% | 2,461.8% |
| 03/2017 | 0.5% | 1.78% | 7,430.5 | - | - | - | 1.14% | 2,567.3% | 2,386.1% |
| 02/2017 | 0.61% | 1.27% | 7,335.2 | - | - | - | 1.14% | 2,534.1% | 2,370.4% |
| 01/2017 | 0.66% | 0.66% | 7,221.4 | - | - | - | 1.14% | 2,469.7% | 2,336.1% |
| 12/2016 | 1.25% | 5.73% | 7,130.8 | - | - | - | 1.21% | 2,459% | 2,351.1% |
| 11/2016 | 0.22% | 4.42% | 6,980.8 | - | - | - | 1.21% | 2,393.5% | 2,242.7% |
| 10/2016 | 0.34% | 4.19% | 6,896.2 | - | - | - | 1.21% | 2,371.2% | 2,256.3% |
| 09/2016 | -0.51% | 3.84% | 6,827.1 | - | - | - | 1.21% | 2,338.7% | 2,197.6% |
| 08/2016 | 0.55% | 4.37% | 6,807.6 | - | - | - | 1.21% | 2,352.8% | 2,147.5% |
| 07/2016 | 2.29% | 3.8% | 6,777 | - | - | - | 1.21% | 2,318.6% | 2,120.9% |
| 06/2016 | -0.38% | 1.48% | 6,587.2 | - | - | - | 1.21% | 2,249.9% | 2,073.1% |
| 05/2016 | 0.85% | 1.86% | 6,573.3 | - | - | - | 1.21% | 2,291.5% | 2,094.7% |
| 04/2016 | 0.88% | 1% | 6,464.9 | - | - | - | 1.21% | 2,265.1% | 2,066.7% |
| 03/2016 | 1.81% | 0.12% | 6,375.8 | - | - | - | 1.21% | 2,245.4% | 2,009.4% |
| 02/2016 | -0.21% | -1.66% | 5,994.6 | - | - | - | 1.21% | 2,109.9% | 1,939.2% |
| 01/2016 | -1.45% | -1.45% | 5,963.7 | - | - | - | 1.21% | 2,096.1% | 1,948.9% |
| 12/2015 | -0.6% | 3.7% | 5,910.5 | - | - | - | 1.25% | 2,118% | 1,688.9% |
| 11/2015 | -0.11% | 4.32% | 5,841.8 | - | - | - | 1.25% | 2,110.5% | 1,650.2% |
| 10/2015 | 2.67% | 4.44% | 5,777.5 | - | - | - | 1.25% | 2,127% | 1,677.1% |
| 09/2015 | -2.07% | 1.72% | 5,571.7 | - | - | - | 1.25% | 2,151.2% | 1,693.3% |
| 08/2015 | -1.42% | 3.87% | 5,639 | - | - | - | 1.25% | 2,117% | 1,677.6% |
| 07/2015 | 1.75% | 5.37% | 5,661.5 | - | - | - | 1.25% | 2,143.8% | 1,578% |
| 06/2015 | -2.13% | 3.56% | 5,513.4 | - | - | - | 1.25% | 2,066.4% | 1,523.1% |
| 05/2015 | 0.37% | 5.81% | 5,537.1 | - | - | - | 1.25% | 2,107.4% | 1,504% |
| 04/2015 | 0.85% | 5.42% | 5,471.9 | - | - | - | 1.25% | 2,087.3% | 1,495.2% |
| 03/2015 | 0.7% | 4.53% | 5,385.1 | - | - | - | 1.25% | 2,061% | 1,526.2% |
| 02/2015 | 3.29% | 3.81% | 5,301.6 | - | - | - | 1.25% | 1,990.7% | 1,498.4% |
| 01/2015 | 0.5% | 0.5% | 5,092.5 | - | - | - | 1.25% | 1,822.2% | 1,418.3% |
| 12/2014 | -1.67% | 4.82% | 5,019.1 | - | - | - | 1.26% | 1,800.3% | 1,416.4% |
| 11/2014 | 0.89% | 6.6% | 5,029.5 | - | - | - | 1.26% | 1,807.7% | 1,365.6% |
| 10/2014 | 0.08% | 5.66% | 4,940.4 | - | - | - | 1.26% | 1,781.1% | 1,304.5% |
| 09/2014 | 0.38% | 5.58% | 4,901.9 | - | - | - | 1.26% | 1,686.8% | 1,108.5% |
| 08/2014 | 2.2% | 5.18% | 4,855.4 | - | - | - | 1.26% | 1,639.9% | 1,083.6% |
| 07/2014 | -0.37% | 2.92% | 4,720.5 | - | - | - | 1.26% | 1,548.1% | 982.6% |
| 06/2014 | -0.13% | 3.3% | 4,697.6 | - | - | - | 1.26% | 1,559% | 985.5% |
| 05/2014 | 0.92% | 3.43% | 4,652.7 | - | - | - | 1.26% | 1,491.7% | 976% |
| 04/2014 | 0.06% | 2.49% | 4,573.6 | - | - | - | 1.26% | 1,465.9% | 928.4% |
| 03/2014 | 1.09% | 2.43% | 4,532.3 | - | - | - | 1.26% | 1,498.1% | 942.5% |
| 02/2014 | 1.71% | 1.32% | 4,456 | - | - | - | 1.26% | 1,498.9% | 924.7% |
| 01/2014 | -0.38% | -0.38% | 4,359.6 | - | - | - | 1.26% | 1,463.8% | 869.8% |
| 12/2013 | 0.25% | 12.17% | 4,371 | - | - | - | 1.28% | 1,492.8% | 882.5% |
| 11/2013 | 1.65% | 11.89% | 4,330.5 | - | - | - | 1.28% | 1,485.8% | 883.3% |
| 10/2013 | 1.46% | 10.08% | 4,234.7 | - | - | - | 1.28% | 1,425.3% | 829.8% |
| 09/2013 | 2.62% | 8.49% | 4,138.5 | - | - | - | 1.28% | 1,436.8% | 807.1% |
| 08/2013 | -0.39% | 5.72% | 4,011.7 | - | - | - | 1.28% | 1,387.7% | 778.2% |
| 07/2013 | 1.84% | 6.14% | 4,004.6 | - | - | - | 1.28% | 1,418.2% | 810% |
| 06/2013 | -1.39% | 4.22% | 3,922.7 | - | - | - | 1.28% | 1,372.9% | 752% |
| 05/2013 | 2.07% | 5.69% | 3,940.4 | - | - | - | 1.28% | 1,453.2% | 789.9% |
| 04/2013 | 0.84% | 3.55% | 3,842.6 | - | - | - | 1.28% | 1,408.8% | 771.4% |
| 03/2013 | 0.55% | 2.68% | 3,786.1 | - | - | - | 1.28% | 1,413.1% | 701.8% |
| 02/2013 | 0.89% | 2.12% | 3,747.4 | - | - | - | 1.28% | 1,356.8% | 715% |
| 01/2013 | 1.22% | 1.22% | 3,703.5 | - | - | - | 1.28% | 1,322.3% | 695.7% |
| 12/2012 | 0.27% | 10.52% | 3,668.6 | - | - | - | 1.31% | 1,306.6% | 667.3% |
| 11/2012 | 0.79% | 10.22% | 3,613 | - | - | - | 1.31% | 1,287.9% | 640.8% |
| 10/2012 | 2.35% | 9.35% | 3,559.9 | - | - | - | 1.31% | 1,279.6% | 662% |
| 09/2012 | 2.41% | 6.84% | 3,457.3 | - | - | - | 1.31% | 1,317.2% | 660.7% |
| 08/2012 | 0.6% | 4.33% | 3,356.5 | - | - | - | 1.31% | 1,245.8% | 677.3% |
| 07/2012 | 1.95% | 3.71% | 3,318.9 | - | - | - | 1.31% | 1,219.2% | 673.9% |
| 06/2012 | -0.38% | 1.72% | 3,237.5 | - | - | - | 1.31% | 1,160.5% | 664.4% |
| 05/2012 | -3.16% | 2.11% | 3,230.8 | - | - | - | 1.31% | 1,166.7% | 631% |
| 04/2012 | 1.09% | 5.44% | 3,311.6 | - | - | - | 1.31% | 1,213.4% | 650.1% |
| 03/2012 | 1.26% | 4.31% | 3,246.9 | - | - | - | 1.31% | 1,204.2% | 653.4% |
| 02/2012 | 0.34% | 3.01% | 3,190.7 | - | - | - | 1.31% | 1,224.4% | 688.7% |
| 01/2012 | 2.66% | 2.66% | 3,161.1 | - | - | - | 1.31% | 1,241% | 705.5% |
| 12/2011 | 0.31% | -5.2% | 3,055 | - | - | - | 1.36% | 1,152.9% | 621.9% |
| 11/2011 | -2.33% | -5.49% | 3,011 | - | - | - | 1.36% | 1,150.7% | 626.5% |
| 10/2011 | 3.97% | -3.23% | 3,049.6 | - | - | - | 1.36% | 1,154.9% | 619.8% |
| 09/2011 | -2.33% | -6.93% | 2,904.4 | - | - | - | 1.36% | 1,081.9% | 578.8% |
| 08/2011 | -3.12% | -4.71% | 2,947.7 | - | - | - | 1.36% | 1,087.5% | 568.6% |
| 07/2011 | 0.2% | -1.64% | 3,016.1 | - | - | - | 1.36% | 990.8% | 561.7% |
| 06/2011 | -1.32% | -1.84% | 2,984.8 | - | - | - | 1.36% | 1,000.8% | 551% |
| 05/2011 | -0.81% | -0.52% | 3,008.7 | - | - | - | 1.36% | 981.1% | 519.4% |
| 04/2011 | -0.12% | 0.29% | 2,992 | - | - | - | 1.36% | 1,034.1% | 553.6% |
| 03/2011 | 0.16% | 0.41% | 2,966.5 | - | - | - | 1.36% | 1,049.9% | 552.4% |
| 02/2011 | -0.08% | 0.25% | 2,932.5 | - | - | - | 1.36% | 1,016.1% | 490% |
| 01/2011 | 0.33% | 0.33% | 2,902.3 | - | - | - | 1.36% | 1,030.5% | 487% |
| 12/2010 | 1.83% | 10.81% | 2,858.5 | - | - | - | 1.28% | 1,058.3% | 470.9% |
| 11/2010 | -0.65% | 8.82% | 2,775.4 | - | - | - | 1.28% | 977.1% | 388.9% |
| 10/2010 | 2.67% | 9.53% | 2,754.8 | - | - | - | 1.28% | 982.3% | 392.5% |
| 09/2010 | 2.48% | 6.69% | 2,640.9 | - | - | - | 1.28% | 912.3% | 381.8% |
| 08/2010 | 0.62% | 4.1% | 2,550.5 | - | - | - | 1.28% | 863.7% | 358.1% |
| 07/2010 | 2.67% | 3.46% | 2,501.4 | - | - | - | 1.28% | 804.2% | 318.1% |
| 06/2010 | 0.4% | 0.77% | 2,407.3 | - | - | - | 1.28% | 830.2% | 337.8% |
| 05/2010 | -2.31% | 0.37% | 2,356.5 | - | - | - | 1.28% | 711.4% | 366.8% |
| 04/2010 | -0.9% | 2.74% | 2,372.5 | - | - | - | 1.28% | 670.3% | 348.8% |
| 03/2010 | 2.02% | 3.68% | 2,357.9 | - | - | - | 1.28% | 676.1% | 345.9% |
| 02/2010 | 1.35% | 1.62% | 2,274 | - | - | - | 1.28% | 670.6% | 335.9% |
| 01/2010 | 0.27% | 0.27% | 2,211.7 | - | - | - | 1.28% | 588.5% | 329.5% |
| 12/2009 | 0.77% | 31.3% | 2,165.1 | - | - | - | 1.26% | - | - |
| 11/2009 | 1.79% | 30.29% | 2,103.6 | - | - | - | 1.26% | - | - |
| 10/2009 | 1.56% | 28% | 2,010.1 | - | - | - | 1.26% | - | - |
| 09/2009 | 1.61% | 26.04% | 1,940.9 | - | - | - | 1.26% | - | - |
| 08/2009 | 1.06% | 24.04% | 1,871.6 | - | - | - | 1.26% | - | - |
| 07/2009 | 2.29% | 22.74% | 1,794.3 | - | - | - | 1.26% | - | - |
| 06/2009 | 3.03% | 19.99% | 1,730 | - | - | - | 1.26% | - | - |
| 05/2009 | 1.57% | 16.46% | 1,641.1 | - | - | - | 1.26% | - | - |
| 04/2009 | 4.34% | 14.66% | 1,573.6 | - | - | - | 1.26% | - | - |
| 03/2009 | 4.04% | 9.89% | 1,471.8 | - | - | - | 1.26% | - | - |
| 02/2009 | 1% | 5.63% | 1,369.6 | - | - | - | 1.26% | - | - |
| 01/2009 | 4.58% | 4.58% | 1,325.5 | - | - | - | 1.26% | - | - |
| 12/2008 | -0.86% | -24.28% | 1,221.3 | - | - | - | 1.32% | - | - |
| 11/2008 | -4.05% | -23.62% | 1,179.4 | - | - | - | 1.32% | - | - |
| 10/2008 | -10.07% | -20.4% | 1,179.6 | - | - | - | 1.32% | - | - |
| 09/2008 | -6.41% | -11.49% | 1,273.2 | - | - | - | 1.32% | - | - |
| 08/2008 | -0.54% | -5.42% | 1,313.8 | - | - | - | 1.32% | - | - |
| 07/2008 | -1.27% | -4.91% | 1,279 | - | - | - | 1.32% | - | - |
| 06/2008 | -1.72% | -3.69% | 1,246.7 | - | - | - | 1.32% | - | - |
| 05/2008 | 1.71% | -2% | 1,223.8 | - | - | - | 1.32% | - | - |
| 04/2008 | 1.92% | -3.65% | 1,164.1 | - | - | - | 1.32% | - | - |
| 03/2008 | -3.83% | -5.46% | 1,105.8 | - | - | - | 1.32% | - | - |
| 02/2008 | 1.56% | -1.7% | 1,124.8 | - | - | - | 1.32% | - | - |
| 01/2008 | -3.21% | -3.21% | 1,064.9 | - | - | - | 1.32% | - | - |
| 12/2007 | 0% | 8.44% | 1,051.8 | - | - | - | - | - | - |
| 11/2007 | -1.73% | 8.44% | 1,004.6 | - | - | - | - | - | - |
| 10/2007 | 3.19% | 10.35% | 985.4 | - | - | - | - | - | - |
| 09/2007 | 1.43% | 6.93% | 906.7 | - | - | - | - | - | - |
| 08/2007 | -3.25% | 5.43% | 858.3 | - | - | - | - | - | - |
| 07/2007 | -0.2% | 8.97% | 857.3 | - | - | - | - | - | - |
| 06/2007 | 0.24% | 9.19% | 821.9 | - | - | - | - | - | - |
| 05/2007 | 3.07% | 8.93% | 790.9 | - | - | - | - | - | - |
| 04/2007 | 2.18% | 5.68% | 734.1 | - | - | - | - | - | - |
| 03/2007 | 0.02% | 3.43% | 695.7 | - | - | - | - | - | - |
| 02/2007 | 1.18% | 3.41% | 661.7 | - | - | - | - | - | - |
| 01/2007 | 2.2% | 2.2% | 630.8 | - | - | - | - | - | - |
| 12/2006 | -0.04% | 7.55% | 584.7 | - | - | - | 1.12% | - | - |
| 11/2006 | 1.47% | 7.6% | 549.4 | - | - | - | 1.12% | - | - |
| 10/2006 | 2.28% | 6.04% | 510.9 | - | - | - | 1.12% | - | - |
| 09/2006 | 0.83% | 3.67% | 480.7 | - | - | - | 1.12% | - | - |
| 08/2006 | 0.51% | 2.82% | 453.2 | - | - | - | 1.12% | - | - |
| 07/2006 | 0.75% | 2.3% | 424 | - | - | - | 1.12% | - | - |
| 06/2006 | -1.85% | 1.54% | 396 | - | - | - | 1.12% | - | - |
| 05/2006 | -0.46% | 3.45% | 382.1 | - | - | - | 1.12% | - | - |
| 04/2006 | 1.94% | 3.93% | 360.3 | - | - | - | 1.12% | - | - |
| 03/2006 | 0.76% | 1.95% | 165.2 | - | - | - | 1.12% | - | - |
| 02/2006 | -0.46% | 1.18% | 153.5 | - | - | - | 1.12% | - | - |
| 01/2006 | 1.65% | 1.65% | 145.2 | - | - | - | 1.12% | - | - |
| 12/2005 | 0.51% | 11.43% | 133.9 | - | - | - | 1.07% | - | - |
| 11/2005 | 0.59% | 10.86% | 119.8 | - | - | - | 1.07% | - | - |
| 10/2005 | 0.23% | 10.21% | 108.1 | - | - | - | 1.07% | - | - |
| 09/2005 | 1.24% | 9.96% | 101.5 | - | - | - | 1.07% | - | - |
| 08/2005 | 1.48% | 8.61% | 92.2 | - | - | - | 1.07% | - | - |
| 07/2005 | 1.74% | 7.03% | 81.5 | - | - | - | 1.07% | - | - |
| 06/2005 | -0.63% | 5.2% | 72.8 | - | - | - | 1.07% | - | - |
| 05/2005 | 1.46% | 5.87% | 65.5 | - | - | - | 1.07% | - | - |
| 04/2005 | 1.38% | 4.34% | 56.9 | - | - | - | 1.07% | - | - |
| 03/2005 | 0.09% | 2.92% | 50.9 | - | - | - | 1.07% | - | - |
| 02/2005 | 1.28% | 2.83% | 43.8 | - | - | - | 1.07% | - | - |
| 01/2005 | 1.53% | 1.53% | 37.6 | - | - | - | 1.07% | - | - |
| 12/2004 | 2.19% | - | 28.7 | - | - | - | - | - | - |
| 11/2004 | 1.81% | - | 21 | - | - | - | - | - | - |
| 10/2004 | 0.24% | - | 15.5 | - | - | - | - | - | - |
| 09/2004 | 1.16% | - | 12.8 | - | - | - | - | - | - |
| 08/2004 | 0.39% | - | 9.4 | - | - | - | - | - | - |
| 07/2004 | -0.36% | - | 6.7 | - | - | - | - | - | - |
| 06/2004 | 1.63% | - | 4.1 | - | - | - | - | - | - |
| 05/2004 | 0.56% | - | 2.2 | - | - | - | - | - | - |
| 04/2004 | 0.54% | - | 1 | - | - | - | - | - | - |
| 03/2004 | 1.26% | - | 0.2 | - | - | - | - | - | - |
| 02/2004 | 0.9% | - | - | - | - | - | - | - | - |
| 01/2004 | 0.39% | - | - | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של הפניקס מסלול השקעה כללי?
ב-07/2026: 0.1% לחודש, 5.39% מתחילת השנה, 40.09% ל-3 שנים ו-48.76% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בהפניקס מסלול השקעה כללי?
0.86% לשנה מהצבירה בממוצע ו-2.23% מההפקדות. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם הפניקס מסלול השקעה 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.