הכשרה חברה לביטוח בע"מ- כללי: תשואה, דמי ניהול וסיכון
הכשרה חברה לביטוח בע"מ- כללי מנוהלת על ידי , בסיווג פוליסות שהונפקו החל משנת 2004; 270 חודשי דיווח מ-02/2004 עד 07/2026.
תשואה 07/2026
-0.47%
מתחילת השנה
4.65%
3 שנים מצטבר
34.39%
5 שנים מצטבר
39.59%
דמי ניהול מצבירה
0.82%
לשנה
נכסים
4,861
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: 4,861 מיליון ש"ח, מקום 16 מתוך 176 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 39.59%, מקום 50 מתוך 107 בקטגוריה; ל-3 שנים: 34.39% (מקום 67 מתוך 137).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 13,959 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 19,796 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.82% לשנה (מקום 99 מתוך 170 בקטגוריה, מהנמוך לגבוה), מההפקדות: 3.23%. על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-15,183 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -8.2% בין 05/2008 ל-10/2008.
- סטיית תקן: 5.47; מדד שארפ: 0.9 (מקום 44 מתוך 107); חשיפה למניות 2,511.2%, לחו"ל 2,105.4%, למט"ח 866.1%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 10.47% | 3.24% | 9.53% | 0.75% | 19.38% | 10.19% | -3.98% | 8.83% | 10.53% | 5.11% | 1.86% | 2.81% | 5.81% | -1.09% | 13.74% | 9.13% | 11.94% | -7.28% | 8.83% | 12.67% | 12.75% |
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) | 4,861 | 16 / 176 |
| דמי ניהול מצבירה (נמוך = 1) | 0.82% | 99 / 170 |
| תשואה מתחילת השנה | 4.65% | 87 / 172 |
| תשואה 3 שנים | 34.39% | 67 / 137 |
| תשואה 5 שנים | 39.59% | 50 / 107 |
| מדד שארפ | 0.9 | 44 / 107 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הפניקס לבני 50 עד 60 4,935 מ' ש"ח
- איילון- כללי 4,517 מ' ש"ח
- הראל מסלול מניות 5,229 מ' ש"ח
- כלל חברה לביטוח בע"מ מניות 4,470 מ' ש"ח
- הראל מסלול בסיסי למקבלי קצבה 4,331 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.47% | 4.65% | 4,860.5 | - | - | - | 0.82% | 2,511.2% | 2,105.4% |
| 06/2026 | -0.84% | 5.14% | 4,922.4 | - | - | - | 0.82% | 2,591.4% | 2,244.7% |
| 05/2026 | 2.32% | 6.03% | 5,032.3 | - | - | - | 0.82% | 2,548.1% | 2,112.1% |
| 04/2026 | 3.85% | 3.63% | 4,913.1 | - | - | - | 0.82% | 2,446.4% | 2,060.4% |
| 03/2026 | -2.33% | -0.22% | 4,738 | - | - | - | 0.82% | 2,377.9% | 1,983.1% |
| 02/2026 | 0.25% | 2.16% | 4,913.2 | - | - | - | 0.82% | 2,397.8% | 1,990.2% |
| 01/2026 | 1.91% | 1.91% | 4,993.7 | - | - | - | 0.82% | 2,527.3% | 2,139.9% |
| 12/2025 | 0.72% | 12.75% | 4,906.5 | - | - | - | 0.81% | 2,465.2% | 2,155.5% |
| 11/2025 | 0.55% | 11.94% | 4,887.6 | - | - | - | 0.81% | 2,457.7% | 2,315.4% |
| 10/2025 | 1.37% | 11.33% | 4,869.5 | - | - | - | 0.81% | 2,390.2% | 2,265.8% |
| 09/2025 | 1.93% | 9.82% | 4,775.3 | - | - | - | 0.81% | 2,396% | 2,305.9% |
| 08/2025 | 0.97% | 7.74% | 4,691.6 | - | - | - | 0.81% | 2,352.7% | 2,134.5% |
| 07/2025 | 1.51% | 6.71% | 4,662.8 | - | - | - | 0.81% | 2,358% | 2,098.5% |
| 06/2025 | 2.62% | 5.12% | 4,635.5 | - | - | - | 0.81% | 2,318.9% | 2,026.2% |
| 05/2025 | 2.29% | 2.44% | 4,532.8 | - | - | - | 0.81% | 2,212% | 2,045.1% |
| 04/2025 | 0.74% | 0.14% | 4,426.6 | - | - | - | 0.81% | 2,107.1% | 2,001.7% |
| 03/2025 | -1.05% | -0.59% | 4,449 | - | - | - | 0.81% | 2,158.9% | 2,172.5% |
| 02/2025 | -0.57% | 0.46% | 4,535 | - | - | - | 0.81% | 2,227.4% | 2,027.5% |
| 01/2025 | 1.04% | 1.04% | 4,605.4 | - | - | - | 0.81% | 2,322.4% | 2,243.8% |
| 12/2024 | 0.9% | 12.67% | 4,580.6 | - | - | - | 0.8% | 2,222.8% | 2,129.9% |
| 11/2024 | 2.2% | 11.66% | 4,528.1 | - | - | - | 0.8% | 2,204.2% | 2,291.9% |
| 10/2024 | -0.07% | 9.26% | 4,474.1 | - | - | - | 0.8% | 2,152.1% | 2,216.2% |
| 09/2024 | 1.65% | 9.34% | 4,459.9 | - | - | - | 0.8% | 2,218.7% | 2,284.4% |
| 08/2024 | 0.38% | 7.56% | 4,407.5 | - | - | - | 0.8% | 2,168.1% | 2,177.5% |
| 07/2024 | 0.83% | 7.16% | 4,451.6 | - | - | - | 0.8% | 2,188.1% | 2,307.8% |
| 06/2024 | 1.16% | 6.27% | 4,422.6 | - | - | - | 0.8% | 2,169.9% | 2,407.5% |
| 05/2024 | 1.52% | 5.05% | 4,385.7 | - | - | - | 0.8% | 1,988.3% | 2,177% |
| 04/2024 | -1.36% | 3.48% | 4,318.7 | - | - | - | 0.8% | 2,094.9% | 2,220.6% |
| 03/2024 | 2.47% | 4.91% | 4,422.6 | - | - | - | 0.8% | 2,119.4% | 2,312.2% |
| 02/2024 | 1.86% | 2.38% | 4,344.8 | - | - | - | 0.8% | 2,015.5% | 2,207.4% |
| 01/2024 | 0.51% | 0.51% | 4,350.4 | - | - | - | 0.8% | 1,992.7% | 2,182.3% |
| 12/2023 | 1.99% | 8.83% | 4,383.4 | - | - | - | 0.8% | 1,968.3% | 2,156.3% |
| 11/2023 | 2.29% | 6.7% | 4,278.9 | - | - | - | 0.8% | 1,889.3% | 2,092.2% |
| 10/2023 | -1.82% | 4.32% | 4,190.9 | - | - | - | 0.8% | 1,834.1% | 2,114.3% |
| 09/2023 | -1.04% | 6.25% | 4,335.9 | - | - | - | 0.8% | 1,907.7% | 2,055.8% |
| 08/2023 | -0.26% | 7.37% | 4,419.3 | - | - | - | 0.8% | 2,058.7% | 2,191.9% |
| 07/2023 | 2.07% | 7.65% | 4,489.3 | - | - | - | 0.8% | 2,110.3% | 2,078.8% |
| 06/2023 | 1.52% | 5.46% | 4,431.5 | - | - | - | 0.8% | 2,139.3% | 2,117.8% |
| 05/2023 | 0.84% | 3.88% | 4,427.2 | - | - | - | 0.8% | 1,989.1% | 1,969.2% |
| 04/2023 | 1.62% | 3.02% | 4,421.8 | - | - | - | 0.8% | 1,994.3% | 1,976.9% |
| 03/2023 | 0.23% | 1.38% | 4,406.9 | - | - | - | 0.8% | 1,993.7% | 1,908.9% |
| 02/2023 | -0.84% | 1.14% | 4,459.3 | - | - | - | 0.8% | 1,981.6% | 1,938.1% |
| 01/2023 | 2% | 2% | 4,500.9 | - | - | - | 0.8% | 2,068.4% | 1,859.2% |
| 12/2022 | -1.78% | -7.28% | 4,393.8 | - | - | - | 0.8% | 1,979% | 1,735.1% |
| 11/2022 | 0.66% | -5.6% | 4,462.4 | - | - | - | 0.8% | 2,059.7% | 1,639.9% |
| 10/2022 | 1.64% | -6.22% | 4,385.2 | - | - | - | 0.8% | 1,866.4% | 1,399.1% |
| 09/2022 | -4.12% | -7.74% | 4,293.3 | - | - | - | 0.8% | 1,961.3% | 1,442.1% |
| 08/2022 | 0.72% | -3.77% | 4,464.5 | - | - | - | 0.8% | 2,066.5% | 1,386.1% |
| 07/2022 | 2.72% | -4.46% | 4,397.9 | - | - | - | 0.8% | 2,059.6% | 1,448.2% |
| 06/2022 | -2.45% | -6.99% | 4,252.9 | - | - | - | 0.8% | 1,842.3% | 1,202% |
| 05/2022 | -2.2% | -4.65% | 4,387.3 | - | - | - | 0.8% | 1,983.2% | 1,314.9% |
| 04/2022 | -0.55% | -2.51% | 4,509.5 | - | - | - | 0.8% | 1,977.6% | 1,210.4% |
| 03/2022 | 1.02% | -1.97% | 4,520.3 | - | - | - | 0.8% | 2,120.9% | 1,294.2% |
| 02/2022 | -1.18% | -2.96% | 4,449.1 | - | - | - | 0.8% | 2,111.9% | 1,221.5% |
| 01/2022 | -1.8% | -1.8% | 4,572 | - | - | - | 0.8% | 2,135.4% | 1,328.3% |
| 12/2021 | 2.35% | 11.94% | 4,678 | - | - | - | 0.78% | 2,136.7% | 884.4% |
| 11/2021 | 0.26% | 9.37% | 4,512.4 | - | - | - | 0.78% | 2,060% | 1,411.3% |
| 10/2021 | 1.77% | 9.09% | 4,538 | - | - | - | 0.78% | 2,059% | 1,299.3% |
| 09/2021 | -1.03% | 7.19% | 4,497.6 | - | - | - | 0.78% | 1,983.9% | 1,234.5% |
| 08/2021 | 0.69% | 8.31% | 4,490.9 | - | - | - | 0.78% | 1,930.8% | 1,343.4% |
| 07/2021 | -0.1% | 7.56% | 4,331.8 | - | - | - | 0.78% | 1,910.9% | 1,342.7% |
| 06/2021 | 0.7% | 7.67% | 4,113.6 | - | - | - | 0.78% | 1,824.6% | 1,186.9% |
| 05/2021 | 0.45% | 6.92% | 3,904.5 | - | - | - | 0.78% | 1,791% | 1,162.5% |
| 04/2021 | 1.32% | 6.44% | 3,847.6 | - | - | - | 0.78% | 1,759.6% | 1,212.4% |
| 03/2021 | 3.13% | 5.06% | 3,622.8 | - | - | - | 0.78% | 1,628.1% | 874% |
| 02/2021 | 1.09% | 1.87% | 3,420.1 | - | - | - | 0.78% | 1,511% | 820.8% |
| 01/2021 | 0.77% | 0.77% | 3,200.2 | - | - | - | 0.78% | 1,374.6% | 733.1% |
| 12/2020 | 2.56% | 9.13% | 2,995.1 | - | - | - | 0.79% | 1,175.1% | 854.7% |
| 11/2020 | 3.76% | 6.41% | 2,590 | - | - | - | 0.79% | 1,064% | 788.5% |
| 10/2020 | 0.53% | 2.55% | 2,386.4 | - | - | - | 0.79% | 946% | 713.3% |
| 09/2020 | -0.88% | 2.01% | 2,322.5 | - | - | - | 0.79% | 945.1% | 751.1% |
| 08/2020 | 3.62% | 2.92% | 2,342.6 | - | - | - | 0.79% | 955.8% | 735.2% |
| 07/2020 | 2.13% | -0.68% | 2,242.9 | - | - | - | 0.79% | 879% | 626.5% |
| 06/2020 | -0.26% | -2.75% | 2,192.8 | - | - | - | 0.79% | 871.9% | 599.1% |
| 05/2020 | 0.98% | -2.49% | 2,204.2 | - | - | - | 0.79% | 938.2% | 590% |
| 04/2020 | 3.71% | -3.44% | 2,179.6 | - | - | - | 0.79% | 885.9% | 562.2% |
| 03/2020 | -6.08% | -6.89% | 2,086.4 | - | - | - | 0.79% | 912.3% | 606.9% |
| 02/2020 | -1.41% | -0.87% | 2,267.4 | - | - | - | 0.79% | 925.2% | 538.7% |
| 01/2020 | 0.55% | 0.55% | 2,172.2 | - | - | - | 0.79% | 831.4% | 465.5% |
| 12/2019 | 0.86% | 13.74% | 2,164.2 | - | - | - | 0.81% | 907.4% | 472.6% |
| 11/2019 | 2.65% | 12.77% | 2,149.7 | - | - | - | 0.81% | 883.8% | 542.8% |
| 10/2019 | 1.48% | 9.86% | 2,096.2 | - | - | - | 0.81% | 836% | 525.8% |
| 09/2019 | 0.61% | 8.26% | 2,062.7 | - | - | - | 0.81% | 810.7% | 496.3% |
| 08/2019 | -0.18% | 7.6% | 2,051.2 | - | - | - | 0.81% | 818% | 490.9% |
| 07/2019 | 0.69% | 7.8% | 2,051.3 | - | - | - | 0.81% | 771.1% | 456.7% |
| 06/2019 | 1.6% | 7.06% | 2,038.3 | - | - | - | 0.81% | 764.4% | 418.1% |
| 05/2019 | -1.07% | 5.37% | 2,007.6 | - | - | - | 0.81% | 762.9% | 461.2% |
| 04/2019 | 1.43% | 6.51% | 2,027 | - | - | - | 0.81% | 787.1% | 487.2% |
| 03/2019 | 0.75% | 5.01% | 1,998.7 | - | - | - | 0.81% | 751.7% | 498.3% |
| 02/2019 | 1.42% | 4.23% | 1,979 | - | - | - | 0.81% | 798.9% | 520.6% |
| 01/2019 | 2.77% | 2.77% | 1,947.6 | - | - | - | 0.81% | 816.6% | 514.9% |
| 12/2018 | -2.86% | -1.09% | 1,900.3 | - | - | - | 0.81% | 815.3% | 512.2% |
| 11/2018 | 0.93% | 1.82% | 1,952.3 | - | - | - | 0.81% | 817.3% | 543.2% |
| 10/2018 | -2.06% | 0.88% | 1,933.1 | - | - | - | 0.81% | 825.5% | 500.1% |
| 09/2018 | -0.03% | 3.01% | 1,979.8 | - | - | - | 0.81% | 732.1% | 431% |
| 08/2018 | 1.12% | 3.04% | 1,975.2 | - | - | - | 0.81% | 738.7% | 466.3% |
| 07/2018 | 1.03% | 1.9% | 1,950.9 | - | - | - | 0.81% | 770.2% | 503.5% |
| 06/2018 | 0.02% | 0.86% | 1,922.3 | - | - | - | 0.81% | 677.7% | 416.4% |
| 05/2018 | 0.64% | 0.84% | 1,918.1 | - | - | - | 0.81% | 744.1% | 517.2% |
| 04/2018 | 0.39% | 0.2% | 1,899.6 | - | - | - | 0.81% | 732.9% | 478.2% |
| 03/2018 | -0.49% | -0.19% | 1,883.7 | - | - | - | 0.81% | 723.6% | 484.5% |
| 02/2018 | -0.93% | 0.3% | 1,887.1 | - | - | - | 0.81% | 673.5% | 406.8% |
| 01/2018 | 1.24% | 1.24% | 1,903.2 | - | - | - | 0.81% | 741.4% | 446.3% |
| 12/2017 | 0.46% | 5.81% | 1,879.4 | - | - | - | 0.83% | 766.1% | 489.1% |
| 11/2017 | 0.57% | 5.33% | 1,864.3 | - | - | - | 0.83% | 757.7% | 521.5% |
| 10/2017 | 1.11% | 4.73% | 1,850.5 | - | - | - | 0.83% | 743.6% | 508.3% |
| 09/2017 | 0.38% | 3.58% | 1,821.6 | - | - | - | 0.83% | 731% | 469.7% |
| 08/2017 | 0.2% | 3.19% | 1,806.1 | - | - | - | 0.83% | 669.2% | 431.8% |
| 07/2017 | 0.8% | 2.98% | 1,796.8 | - | - | - | 0.83% | 661.6% | 435.1% |
| 06/2017 | -0.92% | 2.17% | 1,777.2 | - | - | - | 0.83% | 671.3% | 436.3% |
| 05/2017 | 1% | 3.11% | 1,783 | - | - | - | 0.83% | 714% | 412.1% |
| 04/2017 | 0.98% | 2.09% | 1,759.9 | - | - | - | 0.83% | 655.8% | 215.6% |
| 03/2017 | 0.28% | 1.1% | 1,735.9 | - | - | - | 0.83% | 647.2% | 284.5% |
| 02/2017 | 0.8% | 0.82% | 1,721.7 | - | - | - | 0.83% | 621% | 294% |
| 01/2017 | 0.02% | 0.02% | 1,700 | - | - | - | 0.83% | 645.4% | 312.5% |
| 12/2016 | 0.94% | 2.81% | 1,689.9 | - | - | - | 0.81% | 623.4% | 335.9% |
| 11/2016 | 0.55% | 1.85% | 1,665.6 | - | - | - | 0.81% | 550.7% | 375.1% |
| 10/2016 | 0.21% | 1.29% | 1,637.5 | - | - | - | 0.81% | 576.6% | 407.2% |
| 09/2016 | -0.38% | 1.08% | 1,624.4 | - | - | - | 0.81% | 559.3% | 398.7% |
| 08/2016 | 0.16% | 1.47% | 1,628.3 | - | - | - | 0.81% | 556.6% | 397.5% |
| 07/2016 | 2.35% | 1.3% | 1,614.4 | - | - | - | 0.81% | 562.6% | 392.3% |
| 06/2016 | -1.37% | -1.02% | 1,567.6 | - | - | - | 0.81% | 611.2% | 443.3% |
| 05/2016 | 0.88% | 0.35% | 1,582.3 | - | - | - | 0.81% | 660.2% | 509% |
| 04/2016 | 0.59% | -0.52% | 1,549 | - | - | - | 0.81% | 606.3% | 455.1% |
| 03/2016 | 1.82% | -1.11% | 1,530 | - | - | - | 0.81% | 613.2% | 468.5% |
| 02/2016 | -0.71% | -2.87% | 1,126 | - | - | - | 0.81% | 476% | 352.4% |
| 01/2016 | -2.18% | -2.18% | 1,117.5 | - | - | - | 0.81% | 451.3% | 364.7% |
| 12/2015 | -1.03% | 1.86% | 1,125.2 | - | - | - | 0.85% | 501.8% | 353.4% |
| 11/2015 | 0.1% | 2.92% | 1,109.1 | - | - | - | 0.85% | 510.5% | 350.7% |
| 10/2015 | 3.11% | 2.81% | 1,081.6 | - | - | - | 0.85% | 503.7% | 345.6% |
| 09/2015 | -2.4% | -0.29% | 1,032.7 | - | - | - | 0.85% | 467.4% | 264.6% |
| 08/2015 | -2.02% | 2.17% | 1,041.7 | - | - | - | 0.85% | 476.9% | 275% |
| 07/2015 | 1.96% | 4.27% | 1,046.6 | - | - | - | 0.85% | 485.8% | 275.4% |
| 06/2015 | -2.79% | 2.27% | 1,008.5 | - | - | - | 0.85% | 466.8% | 265.3% |
| 05/2015 | 0.62% | 5.2% | 1,018.6 | - | - | - | 0.85% | 475% | 270.2% |
| 04/2015 | 0.42% | 4.55% | 996.3 | - | - | - | 0.85% | 470.3% | 277.5% |
| 03/2015 | 0.5% | 4.12% | 973.3 | - | - | - | 0.85% | 454.9% | 294.9% |
| 02/2015 | 3.31% | 3.6% | 952 | - | - | - | 0.85% | 445.5% | 295.9% |
| 01/2015 | 0.28% | 0.28% | 904.5 | - | - | - | 0.85% | 413.7% | 261.7% |
| 12/2014 | -1.13% | 5.11% | 885.6 | - | - | - | 0.83% | 391.7% | 250.9% |
| 11/2014 | 1.93% | 6.31% | 874.6 | - | - | - | 0.83% | 402.2% | 250.7% |
| 10/2014 | -0.46% | 4.29% | 839.6 | - | - | - | 0.83% | 394.7% | 246.8% |
| 09/2014 | 0.08% | 4.78% | 827 | - | - | - | 0.83% | 360.7% | 238.6% |
| 08/2014 | 2.05% | 4.69% | 812.3 | - | - | - | 0.83% | 350% | 235.6% |
| 07/2014 | -0.85% | 2.59% | 782.6 | - | - | - | 0.83% | 340.2% | 200.1% |
| 06/2014 | 0.62% | 3.47% | 775.7 | - | - | - | 0.83% | 350% | 189% |
| 05/2014 | 1.14% | 2.83% | 759.8 | - | - | - | 0.83% | 334% | 188.7% |
| 04/2014 | -0.31% | 1.67% | 736.1 | - | - | - | 0.83% | 330.5% | 184.6% |
| 03/2014 | 0.33% | 1.99% | 726.7 | - | - | - | 0.83% | 315.1% | 178.3% |
| 02/2014 | 2.38% | 1.65% | 713.7 | - | - | - | 0.83% | 323.9% | 183.9% |
| 01/2014 | -0.71% | -0.71% | 685.4 | - | - | - | 0.83% | 293.1% | 167.5% |
| 12/2013 | 0.29% | 10.53% | 680.4 | - | - | - | 0.96% | 300% | 171.4% |
| 11/2013 | 2.14% | 10.21% | 666.6 | - | - | - | 0.96% | 294.4% | 172.7% |
| 10/2013 | 1.66% | 7.91% | 643.2 | - | - | - | 0.96% | 256.6% | 178.9% |
| 09/2013 | 2.46% | 6.14% | 622.7 | - | - | - | 0.96% | 249.4% | 189% |
| 08/2013 | -0.85% | 3.6% | 597.7 | - | - | - | 0.96% | 235.7% | 186.3% |
| 07/2013 | 1.97% | 4.48% | 593.2 | - | - | - | 0.96% | 215.2% | 182.9% |
| 06/2013 | -1.73% | 2.46% | 571.1 | - | - | - | 0.96% | 201.3% | 106.2% |
| 05/2013 | 1.74% | 4.27% | 569.3 | - | - | - | 0.96% | 224% | 143.7% |
| 04/2013 | 0.21% | 2.49% | 548.7 | - | - | - | 0.96% | 221% | 145.6% |
| 03/2013 | 0.85% | 2.27% | 536 | - | - | - | 0.96% | 213.8% | 150% |
| 02/2013 | -0.1% | 1.41% | 525 | - | - | - | 0.96% | 209.1% | 149.3% |
| 01/2013 | 1.51% | 1.51% | 521.2 | - | - | - | 0.96% | 205.1% | 151.3% |
| 12/2012 | -0.39% | 8.83% | 504 | - | - | - | 0.96% | 165.9% | 70.2% |
| 11/2012 | 1.18% | 9.26% | 492.9 | - | - | - | 0.96% | 171% | 72% |
| 10/2012 | 0.95% | 7.99% | 480.1 | - | - | - | 0.96% | 162.1% | 104.2% |
| 09/2012 | 2.01% | 6.97% | 468.3 | - | - | - | 0.96% | 141.7% | 127% |
| 08/2012 | 0.29% | 4.86% | 451.7 | - | - | - | 0.96% | 140.3% | 126.4% |
| 07/2012 | 2.74% | 4.56% | 444 | - | - | - | 0.96% | 136.8% | 123.3% |
| 06/2012 | -0.6% | 1.77% | 426.2 | - | - | - | 0.96% | 131.5% | 108.9% |
| 05/2012 | -2.68% | 2.39% | 423.3 | - | - | - | 0.96% | 131.5% | 104.7% |
| 04/2012 | 0.98% | 5.2% | 424.3 | - | - | - | 0.96% | 148.7% | 118.7% |
| 03/2012 | 0.81% | 4.18% | 412.5 | - | - | - | 0.96% | 160.6% | 133.2% |
| 02/2012 | 1.38% | 3.35% | 401.4 | - | - | - | 0.96% | 147.3% | 124.8% |
| 01/2012 | 1.94% | 1.94% | 396.1 | - | - | - | 0.96% | 132.6% | 121.1% |
| 12/2011 | 0.64% | -3.98% | 382.5 | - | - | - | 0.96% | 110% | 99% |
| 11/2011 | -1.16% | -4.59% | 370.2 | - | - | - | 0.96% | 108.9% | 98.1% |
| 10/2011 | 2.25% | -3.47% | 364.4 | - | - | - | 0.96% | 101.7% | 121.2% |
| 09/2011 | -2.89% | -5.59% | 348.3 | - | - | - | 0.96% | 95.3% | 118% |
| 08/2011 | -1.75% | -2.78% | 353.9 | - | - | - | 0.96% | 124.4% | 126.1% |
| 07/2011 | 0.08% | -1.05% | 351.2 | - | - | - | 0.96% | 131.4% | 126.5% |
| 06/2011 | -1.11% | -1.13% | 343.2 | - | - | - | 0.96% | 124.7% | 130.8% |
| 05/2011 | -1.01% | -0.02% | 336.2 | - | - | - | 0.96% | 129.1% | 134.2% |
| 04/2011 | 0.93% | 1% | 333.4 | - | - | - | 0.96% | 125.5% | 122.8% |
| 03/2011 | -0.32% | 0.07% | 321.7 | - | - | - | 0.96% | 120.9% | 108.2% |
| 02/2011 | 0.21% | 0.39% | 317.3 | - | - | - | 0.96% | 120.8% | 110.6% |
| 01/2011 | 0.18% | 0.18% | 309.5 | - | - | - | 0.96% | 120.5% | 80.3% |
| 12/2010 | 2.01% | 10.19% | 300.3 | - | - | - | 0.96% | 102% | 68.4% |
| 11/2010 | -1% | 8.02% | 287.9 | - | - | - | 0.96% | 96.5% | 66.4% |
| 10/2010 | 2.61% | 9.11% | 285.8 | - | - | - | 0.96% | 97.8% | 63.9% |
| 09/2010 | 2.19% | 6.34% | 273.2 | - | - | - | 0.96% | 90.5% | 61.6% |
| 08/2010 | 1.09% | 4.06% | 262.3 | - | - | - | 0.96% | 73.4% | 39.5% |
| 07/2010 | 2.44% | 2.93% | 255.1 | - | - | - | 0.96% | 77.5% | 36.4% |
| 06/2010 | 0.29% | 0.48% | 243.8 | - | - | - | 0.96% | 78.5% | 36.2% |
| 05/2010 | -2.83% | 0.19% | 223.5 | - | - | - | 0.96% | 73% | 35.6% |
| 04/2010 | -0.71% | 3.11% | 225.2 | - | - | - | 0.96% | 75.4% | 36.1% |
| 03/2010 | 2.49% | 3.85% | 222.3 | - | - | - | 0.96% | 77.7% | 22.5% |
| 02/2010 | 1.66% | 1.32% | 211.3 | - | - | - | 0.96% | 76.5% | 21.3% |
| 01/2010 | -0.33% | -0.33% | 202.8 | - | - | - | 0.96% | 70.9% | 10.7% |
| 12/2009 | 1.36% | 19.38% | 201 | - | - | - | 0.96% | - | - |
| 11/2009 | 2.49% | 17.78% | 192.6 | - | - | - | 0.96% | - | - |
| 10/2009 | 1.11% | 14.92% | 183.1 | - | - | - | 0.96% | - | - |
| 09/2009 | 3.08% | 13.65% | 177 | - | - | - | 0.96% | - | - |
| 08/2009 | 0.4% | 10.26% | 167.4 | - | - | - | 0.96% | - | - |
| 07/2009 | 2.75% | 9.82% | 161.5 | - | - | - | 0.96% | - | - |
| 06/2009 | 1.91% | 6.88% | 153.2 | - | - | - | 0.96% | - | - |
| 05/2009 | -0.22% | 4.88% | 144.5 | - | - | - | 0.96% | - | - |
| 04/2009 | -0.04% | 5.11% | 140.6 | - | - | - | 0.96% | - | - |
| 03/2009 | 3.1% | 5.15% | 136.2 | - | - | - | 0.96% | - | - |
| 02/2009 | 1.29% | 1.99% | 127.9 | - | - | - | 0.96% | - | - |
| 01/2009 | 0.69% | 0.69% | 122.6 | - | - | - | 0.96% | - | - |
| 12/2008 | 4.84% | 0.75% | 117 | - | - | - | 0.99% | - | - |
| 11/2008 | 2.43% | -3.9% | 106 | - | - | - | 0.99% | - | - |
| 10/2008 | -3.63% | -6.18% | 98.7 | - | - | - | 0.99% | - | - |
| 09/2008 | -2.56% | -2.64% | 97.3 | - | - | - | 0.99% | - | - |
| 08/2008 | -0.3% | -0.09% | 95.7 | - | - | - | 0.99% | - | - |
| 07/2008 | -1.63% | 0.21% | 91.9 | - | - | - | 0.99% | - | - |
| 06/2008 | -0.31% | 1.87% | 89 | - | - | - | 0.99% | - | - |
| 05/2008 | 1.79% | 2.19% | 85.2 | - | - | - | 0.99% | - | - |
| 04/2008 | 1.85% | 0.39% | 80.2 | - | - | - | 0.99% | - | - |
| 03/2008 | -1.07% | -1.43% | 75.4 | - | - | - | 0.99% | - | - |
| 02/2008 | 1.37% | -0.36% | 72.8 | - | - | - | 0.99% | - | - |
| 01/2008 | -1.71% | -1.71% | 69.8 | - | - | - | 0.99% | - | - |
| 12/2007 | 0.45% | 9.53% | 65.8 | - | - | - | 1% | - | - |
| 11/2007 | -0.73% | 9.04% | 63.1 | - | - | - | 1% | - | - |
| 10/2007 | 1.79% | 9.84% | 61.3 | - | - | - | 1% | - | - |
| 09/2007 | 1.84% | 7.91% | 57.6 | - | - | - | 1% | - | - |
| 08/2007 | -0.5% | 5.96% | 54.5 | - | - | - | 1% | - | - |
| 07/2007 | -0.75% | 6.49% | 52.9 | - | - | - | 1% | - | - |
| 06/2007 | -0.07% | 7.3% | 50.9 | - | - | - | 1% | - | - |
| 05/2007 | 1.57% | 7.37% | 48.9 | - | - | - | 1% | - | - |
| 04/2007 | 2.85% | 5.71% | 46.1 | - | - | - | 1% | - | - |
| 03/2007 | 1.37% | 2.78% | 41 | - | - | - | 1% | - | - |
| 02/2007 | 0.41% | 1.39% | 40.4 | - | - | - | 1% | - | - |
| 01/2007 | 0.98% | 0.98% | 39 | - | - | - | 1% | - | - |
| 12/2006 | 0.5% | 3.24% | 35.4 | - | - | - | 1% | - | - |
| 11/2006 | 1.09% | 2.73% | 33.7 | - | - | - | 1% | - | - |
| 10/2006 | 1.35% | 1.62% | 32.1 | - | - | - | 1% | - | - |
| 09/2006 | 0.41% | 0.27% | 29.7 | - | - | - | 1% | - | - |
| 08/2006 | 0.78% | -0.14% | 28.4 | - | - | - | 1% | - | - |
| 07/2006 | 0.84% | -0.91% | 26 | - | - | - | 1% | - | - |
| 06/2006 | -1.97% | -1.74% | 25 | - | - | - | 1% | - | - |
| 05/2006 | -1.34% | 0.24% | 24.3 | - | - | - | 1% | - | - |
| 04/2006 | 0.64% | 1.6% | 24 | - | - | - | 1% | - | - |
| 03/2006 | 0.63% | 0.95% | 21.9 | - | - | - | 1% | - | - |
| 02/2006 | -0.02% | 0.32% | 21.8 | - | - | - | 1% | - | - |
| 01/2006 | 0.34% | 0.34% | 20.7 | - | - | - | 1% | - | - |
| 12/2005 | 1.53% | 10.47% | 18.4 | - | - | - | - | - | - |
| 11/2005 | 0.17% | 8.81% | 16.8 | - | - | - | - | - | - |
| 10/2005 | 0.23% | 8.63% | 16.2 | - | - | - | - | - | - |
| 09/2005 | 1.85% | 8.38% | 14.6 | - | - | - | - | - | - |
| 08/2005 | 0.32% | 6.41% | 13.4 | - | - | - | - | - | - |
| 07/2005 | 1.61% | 6.07% | 12.3 | - | - | - | - | - | - |
| 06/2005 | -0.47% | 4.39% | 11 | - | - | - | - | - | - |
| 05/2005 | 1.17% | 4.88% | 10 | - | - | - | - | - | - |
| 04/2005 | 0.79% | 3.67% | 9.2 | - | - | - | - | - | - |
| 03/2005 | -1.34% | 2.85% | 8.5 | - | - | - | - | - | - |
| 02/2005 | 2.6% | 4.25% | 7.7 | - | - | - | - | - | - |
| 01/2005 | 1.61% | 1.61% | 7 | - | - | - | - | - | - |
| 12/2004 | 2.12% | - | 4.9 | - | - | - | - | - | - |
| 11/2004 | 1.55% | - | 3.6 | - | - | - | - | - | - |
| 10/2004 | 0.35% | - | 2.8 | - | - | - | - | - | - |
| 09/2004 | 0.93% | - | 1.8 | - | - | - | - | - | - |
| 08/2004 | 0.23% | - | 1.2 | - | - | - | - | - | - |
| 07/2004 | 0.18% | - | 0.4 | - | - | - | - | - | - |
| 06/2004 | 0.75% | - | 0.2 | - | - | - | - | - | - |
| 05/2004 | 0.82% | - | 0.1 | - | - | - | - | - | - |
| 04/2004 | -0.72% | - | 0 | - | - | - | - | - | - |
| 03/2004 | 0.78% | - | 0 | - | - | - | - | - | - |
| 02/2004 | -1.02% | - | - | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של הכשרה חברה לביטוח בע"מ- כללי?
ב-07/2026: -0.47% לחודש, 4.65% מתחילת השנה, 34.39% ל-3 שנים ו-39.59% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בהכשרה חברה לביטוח בע"מ- כללי?
0.82% לשנה מהצבירה בממוצע ו-3.23% מההפקדות. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם הכשרה חברה לביטוח בע"מ- 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.