הפניקס -קרן ט': תשואה, דמי ניהול וסיכון
הפניקס -קרן ט' מנוהלת על ידי , בסיווג פוליסות שהונפקו בשנים 1990-1991; 331 חודשי דיווח מ-01/1999 עד 07/2026.
תשואה 07/2026
0.42%
מתחילת השנה
6.33%
3 שנים מצטבר
40.27%
5 שנים מצטבר
45.06%
דמי ניהול מצבירה
2.08%
לשנה
נכסים
1,218
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: 1,218 מיליון ש"ח, מקום 3 מתוך 9 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 45.06%, מקום 4 מתוך 9 בקטגוריה; ל-3 שנים: 40.27% (מקום 4 מתוך 9).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,506 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 20,171 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 2.08% לשנה (מקום 7 מתוך 9 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-34,321 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -20.3% בין 07/2007 ל-11/2008.
- סטיית תקן: 5.47; מדד שארפ: 1.14 (מקום 4 מתוך 9); חשיפה למניות 518.5%, לחו"ל 424%, למט"ח 217.2%.
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 | 10.25% | 3.36% | 5.41% | 3.34% | 11.9% | 8.21% | 11.99% | 6.83% | 8.25% | -17.22% | 27.28% | 11.34% | -4.67% | 10.4% | 11.59% | 5.24% | 3.54% | 4.68% | 8.44% | 0.13% | 12.29% | 4.16% | 14.43% | -8.45% | 8% | 13.3% | 15.07% |
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) | 1,218 | 3 / 9 |
| דמי ניהול מצבירה (נמוך = 1) | 2.08% | 7 / 9 |
| תשואה מתחילת השנה | 6.33% | 3 / 9 |
| תשואה 3 שנים | 40.27% | 4 / 9 |
| תשואה 5 שנים | 45.06% | 4 / 9 |
| מדד שארפ | 1.14 | 4 / 9 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- 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
- מגדל-קרן ח' 30 מ' ש"ח
- איילון-קרן ט' 13 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | 0.42% | 6.33% | 1,218.3 | - | - | - | 2.08% | 518.5% | 424% |
| 06/2026 | -0.09% | 5.89% | 1,215.4 | - | - | - | 2.08% | 501.5% | 410% |
| 05/2026 | 1.45% | 5.98% | 1,223.8 | - | - | - | 2.08% | 503.1% | 386% |
| 04/2026 | 3.58% | 4.47% | 1,214 | - | - | - | 2.08% | 496.9% | 385.1% |
| 03/2026 | -2% | 0.86% | 1,179.4 | - | - | - | 2.08% | 474.6% | 379% |
| 02/2026 | 0.71% | 2.92% | 1,210 | - | - | - | 2.08% | 499.1% | 397.4% |
| 01/2026 | 2.19% | 2.19% | 1,224 | - | - | - | 2.08% | 526.2% | 423.5% |
| 12/2025 | 1.05% | 15.07% | 1,197.7 | - | - | - | 0.6% | 502.3% | 336% |
| 11/2025 | 1.14% | 13.87% | 1,189 | - | - | - | 0.6% | 505.7% | 421.3% |
| 10/2025 | 1.23% | 12.59% | 1,178.7 | - | - | - | 0.6% | 489.3% | 415% |
| 09/2025 | 2.01% | 11.22% | 1,167.7 | - | - | - | 0.6% | 475.4% | 416.1% |
| 08/2025 | 0.98% | 9.03% | 1,148.4 | - | - | - | 0.6% | 466.1% | 405.9% |
| 07/2025 | 1.25% | 7.97% | 1,142.8 | - | - | - | 0.6% | 462.8% | 405% |
| 06/2025 | 3.09% | 6.64% | 1,131 | - | - | - | 0.6% | 449.4% | 396% |
| 05/2025 | 2.17% | 3.44% | 1,099 | - | - | - | 0.6% | 426.4% | 397.8% |
| 04/2025 | 0.75% | 1.24% | 1,077.4 | - | - | - | 0.6% | 409.5% | 390.6% |
| 03/2025 | -1.44% | 0.49% | 1,076.1 | - | - | - | 0.6% | 417% | 407.1% |
| 02/2025 | 0.58% | 1.96% | 1,095.3 | - | - | - | 0.6% | 423.2% | 347.3% |
| 01/2025 | 1.37% | 1.37% | 1,092.5 | - | - | - | 0.6% | 420.3% | 395.2% |
| 12/2024 | 0.9% | 13.3% | 1,083.3 | - | - | - | 0.6% | 437.9% | 421.4% |
| 11/2024 | 2.39% | 12.29% | 1,078 | - | - | - | 0.6% | 435.5% | 425.5% |
| 10/2024 | 0.38% | 9.67% | 1,058.7 | - | - | - | 0.6% | 432.7% | 430.8% |
| 09/2024 | 1.54% | 9.25% | 1,059 | - | - | - | 0.6% | 432.3% | 441.3% |
| 08/2024 | 1.2% | 7.59% | 1,048.2 | - | - | - | 0.6% | 427.2% | 426.1% |
| 07/2024 | 1.42% | 6.32% | 1,041.2 | - | - | - | 0.6% | 425.2% | 435% |
| 06/2024 | 0.35% | 4.83% | 1,028.4 | - | - | - | 0.6% | 415.3% | 430.3% |
| 05/2024 | 1.07% | 4.46% | 1,029 | - | - | - | 0.6% | 384% | 390.3% |
| 04/2024 | -1.04% | 3.36% | 1,000.2 | - | - | - | 0.6% | 378.7% | 384.7% |
| 03/2024 | 2.01% | 4.44% | 1,017.1 | - | - | - | 0.6% | 397.3% | 331.2% |
| 02/2024 | 2.1% | 2.39% | 999.2 | - | - | - | 0.6% | 371% | 316.9% |
| 01/2024 | 0.28% | 0.28% | 981.2 | - | - | - | 0.6% | 353.2% | 311.7% |
| 12/2023 | 2.24% | 8% | 982.9 | - | - | - | 0.6% | 346.6% | 314.1% |
| 11/2023 | 2.94% | 5.64% | 968.3 | - | - | - | 0.6% | 341.9% | 317.9% |
| 10/2023 | -2.7% | 2.62% | 942.8 | - | - | - | 0.6% | 329.5% | 319.5% |
| 09/2023 | -0.98% | 5.47% | 973.3 | - | - | - | 0.6% | 335% | 316.3% |
| 08/2023 | -0.21% | 6.51% | 985 | - | - | - | 0.6% | 373.2% | 340.8% |
| 07/2023 | 1.85% | 6.73% | 990.3 | - | - | - | 0.6% | 331.7% | 326.6% |
| 06/2023 | 1.69% | 4.79% | 974.8 | - | - | - | 0.6% | 357.9% | 331.5% |
| 05/2023 | 0.86% | 3.05% | 962.3 | - | - | - | 0.6% | 340.5% | 343.9% |
| 04/2023 | 0.89% | 2.17% | 955.8 | - | - | - | 0.6% | 332.9% | 345% |
| 03/2023 | 0.58% | 1.27% | 949 | - | - | - | 0.6% | 334.2% | 346.5% |
| 02/2023 | -1.43% | 0.69% | 945.6 | - | - | - | 0.6% | 338.1% | 350.6% |
| 01/2023 | 2.15% | 2.15% | 961.8 | - | - | - | 0.6% | 354.1% | 344.9% |
| 12/2022 | -1.54% | -8.45% | 944.4 | - | - | - | 2.46% | 364.4% | 338.7% |
| 11/2022 | 0.65% | -7.01% | 962.1 | - | - | - | 2.46% | 379.6% | 340.8% |
| 10/2022 | 1.83% | -7.62% | 958.2 | - | - | - | 2.46% | 385.8% | 335.8% |
| 09/2022 | -3.87% | -9.28% | 942.1 | - | - | - | 2.46% | 365.6% | 320% |
| 08/2022 | -0.66% | -5.62% | 980.9 | - | - | - | 2.46% | 386.7% | 319.3% |
| 07/2022 | 2.7% | -5% | 990 | - | - | - | 2.46% | 379.8% | 318.6% |
| 06/2022 | -2.11% | -7.49% | 966.3 | - | - | - | 2.46% | 370.3% | 316.3% |
| 05/2022 | -2.38% | -5.5% | 989.9 | - | - | - | 2.46% | 399.8% | 333% |
| 04/2022 | -1.72% | -3.2% | 1,016.4 | - | - | - | 2.46% | 413.8% | 332.9% |
| 03/2022 | 0.5% | -1.5% | 1,036.1 | - | - | - | 2.46% | 428.1% | 345.8% |
| 02/2022 | -0.6% | -1.99% | 1,032.9 | - | - | - | 2.46% | 430.3% | 349.4% |
| 01/2022 | -1.4% | -1.4% | 1,041.6 | - | - | - | 2.46% | 428.3% | 348.1% |
| 12/2021 | 2% | 14.43% | 1,075.4 | - | - | - | 1.24% | 424.4% | 359.1% |
| 11/2021 | -0.08% | 12.19% | 1,057.3 | - | - | - | 1.24% | 410.5% | 275.2% |
| 10/2021 | 2.17% | 12.28% | 1,059.4 | - | - | - | 1.24% | 412.2% | 286.7% |
| 09/2021 | -0.22% | 9.89% | 1,037.8 | - | - | - | 1.24% | 398.3% | 274.7% |
| 08/2021 | 1.86% | 10.13% | 1,042.3 | - | - | - | 1.24% | 401.7% | 284.1% |
| 07/2021 | 0.32% | 8.12% | 1,025 | - | - | - | 1.24% | 393% | 280.8% |
| 06/2021 | 0.29% | 7.78% | 1,024 | - | - | - | 1.24% | 395.3% | 285.2% |
| 05/2021 | 1.82% | 7.47% | 1,022.9 | - | - | - | 1.24% | 388% | 276.3% |
| 04/2021 | 1.44% | 5.55% | 1,004.9 | - | - | - | 1.24% | 381.6% | 266.1% |
| 03/2021 | 2.06% | 4.05% | 991.2 | - | - | - | 1.24% | 366.2% | 260.1% |
| 02/2021 | 0.54% | 1.95% | 975.4 | - | - | - | 1.24% | 350.1% | 253% |
| 01/2021 | 1.4% | 1.4% | 978.2 | - | - | - | 1.24% | 344.8% | 245.2% |
| 12/2020 | 2.24% | 4.16% | 964.7 | - | - | - | 2.17% | 331.6% | 242.4% |
| 11/2020 | 4.44% | 1.88% | 944.8 | - | - | - | 2.17% | 314.7% | 239.6% |
| 10/2020 | 0.19% | -2.45% | 905.2 | - | - | - | 2.17% | 285.9% | 220.1% |
| 09/2020 | -1.18% | -2.63% | 904.3 | - | - | - | 2.17% | 282.8% | 220.9% |
| 08/2020 | 2.74% | -1.47% | 915.4 | - | - | - | 2.17% | 284% | 227.3% |
| 07/2020 | 1.35% | -4.1% | 892 | - | - | - | 2.17% | 268.4% | 218.5% |
| 06/2020 | -0.45% | -5.38% | 881 | - | - | - | 2.17% | 252.2% | 204% |
| 05/2020 | 1.34% | -4.95% | 885.4 | - | - | - | 2.17% | 258.5% | 209.3% |
| 04/2020 | 4.26% | -6.21% | 875 | - | - | - | 2.17% | 245.5% | 248.1% |
| 03/2020 | -8.48% | -10.04% | 839.2 | - | - | - | 2.17% | 233% | 242.9% |
| 02/2020 | -1.8% | -1.7% | 917.3 | - | - | - | 2.17% | 284% | 275.3% |
| 01/2020 | 0.1% | 0.1% | 947.2 | - | - | - | 2.17% | 305.5% | 286.1% |
| 12/2019 | 1.22% | 12.29% | 948.6 | - | - | - | 0.6% | 316.6% | 299% |
| 11/2019 | 0.72% | 10.93% | 937.4 | - | - | - | 0.6% | 307.4% | 285.5% |
| 10/2019 | 1.58% | 10.14% | 931.6 | - | - | - | 0.6% | 303.7% | 285.5% |
| 09/2019 | 1.21% | 8.43% | 917.1 | - | - | - | 0.6% | 289.8% | 272.9% |
| 08/2019 | -0.43% | 7.13% | 907.2 | - | - | - | 0.6% | 285.1% | 273.1% |
| 07/2019 | 0.71% | 7.59% | 912.2 | - | - | - | 0.6% | 300.7% | 281.2% |
| 06/2019 | 1.83% | 6.84% | 907.7 | - | - | - | 0.6% | 293% | 277.1% |
| 05/2019 | -1.17% | 4.92% | 892.6 | - | - | - | 0.6% | 268.6% | 255.7% |
| 04/2019 | 1.56% | 6.16% | 905.2 | - | - | - | 0.6% | 280.4% | 268.6% |
| 03/2019 | 0.83% | 4.53% | 892 | - | - | - | 0.6% | 272.7% | 264.1% |
| 02/2019 | 1.06% | 3.67% | 886.7 | - | - | - | 0.6% | 275.3% | 266.7% |
| 01/2019 | 2.58% | 2.58% | 877.4 | - | - | - | 0.6% | 268.1% | 260% |
| 12/2018 | -2.16% | 0.13% | 855.7 | - | - | - | 1.8% | 266.7% | 260.9% |
| 11/2018 | 0.33% | 2.34% | 874.7 | - | - | - | 1.8% | 281.3% | 271.2% |
| 10/2018 | -1.87% | 2% | 871.8 | - | - | - | 1.8% | 286.5% | 274.2% |
| 09/2018 | 0.28% | 3.95% | 888.7 | - | - | - | 1.8% | 301.1% | 279.8% |
| 08/2018 | 0.86% | 3.66% | 887 | - | - | - | 1.8% | 299.8% | 280.2% |
| 07/2018 | 1.23% | 2.77% | 880.4 | - | - | - | 1.8% | 300% | 286.1% |
| 06/2018 | 0.11% | 1.52% | 870.3 | - | - | - | 1.8% | 290.4% | 279.8% |
| 05/2018 | 0.19% | 1.41% | 869.3 | - | - | - | 1.8% | 288.4% | 268.8% |
| 04/2018 | 0.94% | 1.22% | 867.8 | - | - | - | 1.8% | 292.7% | 274.5% |
| 03/2018 | -0.18% | 0.28% | 860.6 | - | - | - | 1.8% | 286% | 266.2% |
| 02/2018 | -0.86% | 0.46% | 863.7 | - | - | - | 1.8% | 289.2% | 264.1% |
| 01/2018 | 1.33% | 1.33% | 881.4 | - | - | - | 1.8% | 295.9% | 263.6% |
| 12/2017 | 1.08% | 8.44% | 872.4 | - | - | - | 1.16% | 303.1% | 267.9% |
| 11/2017 | 1.01% | 7.28% | 862.8 | - | - | - | 1.16% | 299.9% | 269.4% |
| 10/2017 | 0.88% | 6.21% | 854.5 | - | - | - | 1.16% | 297.4% | 268.1% |
| 09/2017 | 0.46% | 5.28% | 847.1 | - | - | - | 1.16% | 293.7% | 267.5% |
| 08/2017 | 0.34% | 4.8% | 844 | - | - | - | 1.16% | 289% | 267.3% |
| 07/2017 | 1.26% | 4.44% | 841.3 | - | - | - | 1.16% | 288.2% | 263.6% |
| 06/2017 | -0.36% | 3.14% | 830.5 | - | - | - | 1.16% | 272.5% | 240.3% |
| 05/2017 | 0.87% | 3.52% | 833.5 | - | - | - | 1.16% | 280.4% | 249.2% |
| 04/2017 | 1.15% | 2.62% | 828.7 | - | - | - | 1.16% | 278.4% | 249.5% |
| 03/2017 | 0.5% | 1.46% | 819.1 | - | - | - | 1.16% | 274.6% | 245.4% |
| 02/2017 | 0.51% | 0.95% | 815.3 | - | - | - | 1.16% | 271.1% | 244.3% |
| 01/2017 | 0.44% | 0.44% | 816.7 | - | - | - | 1.16% | 267.1% | 242.9% |
| 12/2016 | 0.87% | 4.68% | 813.2 | - | - | - | 1.1% | 265.5% | 245.1% |
| 11/2016 | 0.22% | 3.78% | 805.9 | - | - | - | 1.1% | 257.8% | 236.3% |
| 10/2016 | 0.29% | 3.55% | 804.9 | - | - | - | 1.1% | 255.4% | 238.2% |
| 09/2016 | -0.57% | 3.25% | 802.5 | - | - | - | 1.1% | 254.5% | 234.5% |
| 08/2016 | 0.45% | 3.84% | 808.4 | - | - | - | 1.1% | 257.5% | 233.9% |
| 07/2016 | 1.98% | 3.38% | 805.1 | - | - | - | 1.1% | 255.6% | 235.3% |
| 06/2016 | -0.06% | 1.37% | 789.8 | - | - | - | 1.1% | 248.3% | 231.9% |
| 05/2016 | 0.65% | 1.43% | 790.4 | - | - | - | 1.1% | 255.7% | 231.3% |
| 04/2016 | 0.86% | 0.78% | 785.9 | - | - | - | 1.1% | 252.8% | 228.8% |
| 03/2016 | 1.54% | -0.08% | 779.2 | - | - | - | 1.1% | 250.5% | 224.2% |
| 02/2016 | -0.14% | -1.6% | 767.7 | - | - | - | 1.1% | 249.4% | 228.3% |
| 01/2016 | -1.46% | -1.46% | 767.9 | - | - | - | 1.1% | 255% | 234.8% |
| 12/2015 | -0.65% | 3.54% | 783.5 | - | - | - | 1.26% | 263.9% | 203.7% |
| 11/2015 | -0.22% | 4.21% | 788.6 | - | - | - | 1.26% | 264.9% | 198.4% |
| 10/2015 | 2.33% | 4.44% | 790.3 | - | - | - | 1.26% | 266.5% | 207% |
| 09/2015 | -2.13% | 2.07% | 771.9 | - | - | - | 1.26% | 270.4% | 209.1% |
| 08/2015 | -1.26% | 4.29% | 788.2 | - | - | - | 1.26% | 277.6% | 213.4% |
| 07/2015 | 1.62% | 5.62% | 799.8 | - | - | - | 1.26% | 280.3% | 203.2% |
| 06/2015 | -1.41% | 3.93% | 788 | - | - | - | 1.26% | 276.4% | 204.2% |
| 05/2015 | 0.41% | 5.42% | 799.9 | - | - | - | 1.26% | 287.1% | 206.1% |
| 04/2015 | 0.91% | 4.99% | 796.8 | - | - | - | 1.26% | 284.4% | 204.8% |
| 03/2015 | 0.37% | 4.04% | 789 | - | - | - | 1.26% | 280.7% | 205.8% |
| 02/2015 | 2.98% | 3.66% | 796.8 | - | - | - | 1.26% | 278.3% | 209.1% |
| 01/2015 | 0.66% | 0.66% | 773.7 | - | - | - | 1.26% | 259.9% | 197.7% |
| 12/2014 | -1.6% | 5.24% | 777.8 | - | - | - | 1.92% | 260.2% | 199.2% |
| 11/2014 | 0.91% | 6.95% | 787.3 | - | - | - | 1.92% | 273.4% | 199.9% |
| 10/2014 | -0.06% | 5.99% | 780.2 | - | - | - | 1.92% | 270.3% | 196.1% |
| 09/2014 | 0.41% | 6.05% | 780.7 | - | - | - | 1.92% | 266.7% | 176.5% |
| 08/2014 | 2.08% | 5.62% | 777.6 | - | - | - | 1.92% | 259.7% | 173.1% |
| 07/2014 | 0.04% | 3.46% | 761.7 | - | - | - | 1.92% | 249.7% | 160.5% |
| 06/2014 | 0.02% | 3.42% | 764.8 | - | - | - | 1.92% | 253.3% | 163.5% |
| 05/2014 | 0.82% | 3.4% | 761.2 | - | - | - | 1.92% | 242.2% | 164.5% |
| 04/2014 | 0.07% | 2.56% | 755 | - | - | - | 1.92% | 235.1% | 153.8% |
| 03/2014 | 1.29% | 2.49% | 754.5 | - | - | - | 1.92% | 238.6% | 154.5% |
| 02/2014 | 1.59% | 1.18% | 744.9 | - | - | - | 1.92% | 239.2% | 150.6% |
| 01/2014 | -0.4% | -0.4% | 733.3 | - | - | - | 1.92% | 235% | 144.7% |
| 12/2013 | 0.2% | 11.59% | 736.2 | - | - | - | 0.6% | 239.3% | 147.5% |
| 11/2013 | 1.65% | 11.37% | 734.7 | - | - | - | 0.6% | 235.7% | 147.3% |
| 10/2013 | 1.4% | 9.56% | 722.8 | - | - | - | 0.6% | 226.7% | 138.3% |
| 09/2013 | 2.41% | 8.05% | 712.8 | - | - | - | 0.6% | 229.9% | 134.7% |
| 08/2013 | -0.63% | 5.51% | 696 | - | - | - | 0.6% | 222.5% | 130.2% |
| 07/2013 | 1.69% | 6.17% | 700.4 | - | - | - | 0.6% | 228.8% | 136% |
| 06/2013 | -0.83% | 4.41% | 688.7 | - | - | - | 0.6% | 218.2% | 128.9% |
| 05/2013 | 1.91% | 5.28% | 694.5 | - | - | - | 0.6% | 231.7% | 119.5% |
| 04/2013 | 0.7% | 3.31% | 681.5 | - | - | - | 0.6% | 225.5% | 116.8% |
| 03/2013 | 0.78% | 2.59% | 676.8 | - | - | - | 0.6% | 225.8% | 113.5% |
| 02/2013 | 0.79% | 1.8% | 671.6 | - | - | - | 0.6% | 247.1% | 121.2% |
| 01/2013 | 1% | 1% | 666.3 | - | - | - | 0.6% | 244.1% | 121.8% |
| 12/2012 | 0.28% | 10.4% | 659.7 | - | - | - | 0.6% | 243.7% | 116.1% |
| 11/2012 | 0.48% | 10.09% | 657.8 | - | - | - | 0.6% | 242.5% | 101.9% |
| 10/2012 | 1.89% | 9.57% | 654.7 | - | - | - | 0.6% | 242.6% | 105% |
| 09/2012 | 2.48% | 7.53% | 642.5 | - | - | - | 0.6% | 244% | 106.7% |
| 08/2012 | 0.7% | 4.93% | 627.2 | - | - | - | 0.6% | 233.1% | 110.5% |
| 07/2012 | 1.69% | 4.2% | 622.6 | - | - | - | 0.6% | 220.8% | 106.1% |
| 06/2012 | -0.02% | 2.47% | 612.3 | - | - | - | 0.6% | 220.9% | 110.3% |
| 05/2012 | -2.85% | 2.49% | 612.4 | - | - | - | 0.6% | 223.1% | 108.2% |
| 04/2012 | 1% | 5.5% | 630.3 | - | - | - | 0.6% | 234.1% | 113.1% |
| 03/2012 | 1.38% | 4.45% | 624 | - | - | - | 0.6% | 230.2% | 114.1% |
| 02/2012 | 0.46% | 3.03% | 615.6 | - | - | - | 0.6% | 235.5% | 120.2% |
| 01/2012 | 2.56% | 2.56% | 612.7 | - | - | - | 0.6% | 238.3% | 128.5% |
| 12/2011 | 0.36% | -4.67% | 597.4 | - | - | - | 1.27% | 226.3% | 120.3% |
| 11/2011 | -2.11% | -5.01% | 595.3 | - | - | - | 1.27% | 228.7% | 117.7% |
| 10/2011 | 3.86% | -2.96% | 608.1 | - | - | - | 1.27% | 232% | 116.8% |
| 09/2011 | -2.72% | -6.57% | 585.5 | - | - | - | 1.27% | 220.2% | 109.7% |
| 08/2011 | -2.78% | -3.95% | 601.9 | - | - | - | 1.27% | 223.4% | 113.3% |
| 07/2011 | 0.07% | -1.21% | 619.1 | - | - | - | 1.27% | 216.6% | 114.1% |
| 06/2011 | -1.4% | -1.28% | 668.7 | - | - | - | 1.27% | 222.7% | 116.8% |
| 05/2011 | -0.53% | 0.13% | 678.1 | - | - | - | 1.27% | 246.7% | 122.4% |
| 04/2011 | 0.15% | 0.66% | 681.7 | - | - | - | 1.27% | 253.6% | 134% |
| 03/2011 | -0.07% | 0.51% | 680.7 | - | - | - | 1.27% | 250.9% | 133.5% |
| 02/2011 | -0.22% | 0.58% | 681.2 | - | - | - | 1.27% | 239.9% | 128.7% |
| 01/2011 | 0.8% | 0.8% | 682.7 | - | - | - | 1.27% | 247.5% | 130.1% |
| 12/2010 | 1.13% | 11.34% | 677.3 | - | - | - | 0.6% | 254.3% | 123.4% |
| 11/2010 | -0.8% | 10.09% | 669.7 | - | - | - | 0.6% | 236.7% | 115.1% |
| 10/2010 | 3.06% | 10.98% | 675.1 | - | - | - | 0.6% | 240.2% | 115.6% |
| 09/2010 | 2.35% | 7.68% | 655.1 | - | - | - | 0.6% | 219% | 111.6% |
| 08/2010 | 0.99% | 5.21% | 640.1 | - | - | - | 0.6% | 213.8% | 110.3% |
| 07/2010 | 2.91% | 4.18% | 633.8 | - | - | - | 0.6% | 204.5% | 101.7% |
| 06/2010 | 0.42% | 1.23% | 615.9 | - | - | - | 0.6% | 208.7% | 103.4% |
| 05/2010 | -1.77% | 0.81% | 613.3 | - | - | - | 0.6% | 202.4% | 107.6% |
| 04/2010 | -0.92% | 2.63% | 624.4 | - | - | - | 0.6% | 155.5% | 101.1% |
| 03/2010 | 2.21% | 3.58% | 630.2 | - | - | - | 0.6% | 149.7% | 66.6% |
| 02/2010 | 1.3% | 1.34% | 616.6 | - | - | - | 0.6% | 143.3% | 55.8% |
| 01/2010 | 0.04% | 0.04% | 608.7 | - | - | - | 0.6% | 128% | 55.4% |
| 12/2009 | -0.24% | 27.28% | 608.4 | - | - | - | 0.6% | - | - |
| 11/2009 | 2.68% | 27.59% | 609.8 | - | - | - | 0.6% | - | - |
| 10/2009 | 1.72% | 24.26% | 593.9 | - | - | - | 0.6% | - | - |
| 09/2009 | 1.6% | 22.16% | 583.9 | - | - | - | 0.6% | - | - |
| 08/2009 | 1.48% | 20.23% | 574.8 | - | - | - | 0.6% | - | - |
| 07/2009 | 2.72% | 18.48% | 566.6 | - | - | - | 0.6% | - | - |
| 06/2009 | 1.7% | 15.34% | 551.7 | - | - | - | 0.6% | - | - |
| 05/2009 | 1.48% | 13.41% | 542.6 | - | - | - | 0.6% | - | - |
| 04/2009 | 3.93% | 11.76% | 534.8 | - | - | - | 0.6% | - | - |
| 03/2009 | 2.39% | 7.53% | 514.9 | - | - | - | 0.6% | - | - |
| 02/2009 | 1.6% | 5.02% | 503.1 | - | - | - | 0.6% | - | - |
| 01/2009 | 3.37% | 3.37% | 495.5 | - | - | - | 0.6% | - | - |
| 12/2008 | 2.06% | -17.22% | 479.6 | - | - | - | 1.37% | - | - |
| 11/2008 | -4.59% | -18.9% | 469.6 | - | - | - | 1.37% | - | - |
| 10/2008 | -6.04% | -14.99% | 492.5 | - | - | - | 1.37% | - | - |
| 09/2008 | -6.23% | -9.53% | 524.6 | - | - | - | 1.37% | - | - |
| 08/2008 | 0.07% | -3.52% | 559.5 | - | - | - | 1.37% | - | - |
| 07/2008 | -0.48% | -3.59% | 559.2 | - | - | - | 1.37% | - | - |
| 06/2008 | -0.49% | -3.12% | 562.4 | - | - | - | 1.37% | - | - |
| 05/2008 | 0.49% | -2.64% | 565.4 | - | - | - | 1.37% | - | - |
| 04/2008 | 2% | -3.12% | 587.7 | - | - | - | 1.37% | - | - |
| 03/2008 | -2.65% | -5.02% | 576.5 | - | - | - | 1.37% | - | - |
| 02/2008 | 1.59% | -2.43% | 592.8 | - | - | - | 1.37% | - | - |
| 01/2008 | -3.96% | -3.96% | 590.2 | - | - | - | 1.37% | - | - |
| 12/2007 | 0.05% | 8.25% | 551.1 | - | - | - | 1.63% | - | - |
| 11/2007 | -1.72% | 8.2% | 556.6 | - | - | - | 1.63% | - | - |
| 10/2007 | 2.33% | 10.09% | 566.2 | - | - | - | 1.63% | - | - |
| 09/2007 | 1.5% | 7.59% | 553.3 | - | - | - | 1.63% | - | - |
| 08/2007 | -3.78% | 6% | 524.1 | - | - | - | 1.63% | - | - |
| 07/2007 | 0.34% | 10.16% | 544.8 | - | - | - | 1.63% | - | - |
| 06/2007 | 1.47% | 9.79% | 543.1 | - | - | - | 1.63% | - | - |
| 05/2007 | 2.66% | 8.2% | 542 | - | - | - | 1.63% | - | - |
| 04/2007 | 2.35% | 5.39% | 527.8 | - | - | - | 1.63% | - | - |
| 03/2007 | 0.23% | 2.97% | 515.7 | - | - | - | 1.63% | - | - |
| 02/2007 | 1.17% | 2.74% | 524.1 | - | - | - | 1.63% | - | - |
| 01/2007 | 1.55% | 1.55% | 518.3 | - | - | - | 1.63% | - | - |
| 12/2006 | 0.09% | 6.83% | 510.3 | - | - | - | 1.98% | - | - |
| 11/2006 | 1.49% | 6.73% | 521.9 | - | - | - | 1.98% | - | - |
| 10/2006 | 1.91% | 5.17% | 514.4 | - | - | - | 1.98% | - | - |
| 09/2006 | 0.52% | 3.2% | 504.8 | - | - | - | 1.98% | - | - |
| 08/2006 | 0.68% | 2.66% | 506.6 | - | - | - | 1.98% | - | - |
| 07/2006 | 0.71% | 1.97% | 538.2 | - | - | - | 1.98% | - | - |
| 06/2006 | -1.74% | 1.25% | 534.7 | - | - | - | 1.98% | - | - |
| 05/2006 | -0.05% | 3.04% | 544.2 | - | - | - | 1.98% | - | - |
| 04/2006 | 1.26% | 3.09% | 544.4 | - | - | - | 1.98% | - | - |
| 03/2006 | 0.71% | 1.81% | 336.1 | - | - | - | 1.98% | - | - |
| 02/2006 | -0.41% | 1.09% | 330.4 | - | - | - | 1.98% | - | - |
| 01/2006 | 1.51% | 1.51% | 330.4 | - | - | - | 1.98% | - | - |
| 12/2005 | 0.23% | 11.99% | 330.4 | - | - | - | 1.66% | - | - |
| 11/2005 | -0.23% | 11.74% | 329.4 | - | - | - | 1.66% | - | - |
| 10/2005 | 0.31% | 11.99% | 329.4 | - | - | - | 1.66% | - | - |
| 09/2005 | 1.81% | 11.65% | 329.4 | - | - | - | 1.66% | - | - |
| 08/2005 | 2.02% | 9.66% | 176.3 | - | - | - | 1.66% | - | - |
| 07/2005 | 2.31% | 7.49% | 176.3 | - | - | - | 1.66% | - | - |
| 06/2005 | 0.29% | 5.06% | 176.3 | - | - | - | 1.66% | - | - |
| 05/2005 | 1.17% | 4.76% | 172.1 | - | - | - | 1.66% | - | - |
| 04/2005 | 1.71% | 3.55% | 172.1 | - | - | - | 1.66% | - | - |
| 03/2005 | -0.06% | 1.81% | 172.1 | - | - | - | 1.66% | - | - |
| 02/2005 | 0.77% | 1.87% | 170.9 | - | - | - | 1.66% | - | - |
| 01/2005 | 1.09% | 1.09% | 170.9 | - | - | - | 1.66% | - | - |
| 12/2004 | 1.64% | 8.21% | 170.9 | - | - | - | 2.17% | - | - |
| 11/2004 | 1.13% | 6.46% | 167.7 | - | - | - | 2.17% | - | - |
| 10/2004 | 0.31% | 5.27% | 167.7 | - | - | - | 2.17% | - | - |
| 09/2004 | 0.76% | 4.95% | 167.7 | - | - | - | 2.17% | - | - |
| 08/2004 | -0.07% | 4.16% | 167.3 | - | - | - | 2.17% | - | - |
| 07/2004 | -0.2% | 4.23% | 167.3 | - | - | - | 2.17% | - | - |
| 06/2004 | 1.02% | 4.44% | 167.3 | - | - | - | 2.17% | - | - |
| 05/2004 | 0.9% | 3.38% | 163.9 | - | - | - | 2.17% | - | - |
| 04/2004 | 0.42% | 2.46% | 163.9 | - | - | - | 2.17% | - | - |
| 03/2004 | 0.94% | 2.03% | 163.9 | - | - | - | 2.17% | - | - |
| 02/2004 | 0.3% | 1.08% | 161.5 | - | - | - | 2.17% | - | - |
| 01/2004 | 0.78% | 0.78% | 161.5 | - | - | - | 2.17% | - | - |
| 12/2003 | 0.99% | 11.9% | 161.5 | - | - | - | 0.61% | - | - |
| 11/2003 | 1.23% | 10.81% | 157.3 | - | - | - | 0.61% | - | - |
| 10/2003 | 1.48% | 9.46% | 157.3 | - | - | - | 0.61% | - | - |
| 09/2003 | 1.41% | 7.86% | 157.3 | - | - | - | 0.61% | - | - |
| 08/2003 | -0.16% | 6.36% | 157.9 | - | - | - | 0.61% | - | - |
| 07/2003 | -0.79% | 6.53% | 157.9 | - | - | - | 0.61% | - | - |
| 06/2003 | 1.07% | 7.38% | 157.9 | - | - | - | 0.61% | - | - |
| 05/2003 | 1.53% | 6.25% | 152 | - | - | - | 0.61% | - | - |
| 04/2003 | 2.35% | 4.64% | 152 | - | - | - | 0.61% | - | - |
| 03/2003 | 1.38% | 2.24% | 152 | - | - | - | 0.61% | - | - |
| 02/2003 | 0.87% | 0.85% | 149.6 | - | - | - | 0.61% | - | - |
| 01/2003 | -0.02% | -0.02% | 149.6 | - | - | - | 0.61% | - | - |
| 12/2002 | -0.54% | 3.34% | 149.6 | - | - | - | - | - | - |
| 11/2002 | 2.76% | 3.9% | 148.2 | - | - | - | - | - | - |
| 10/2002 | -0.26% | 1.11% | 148.2 | - | - | - | - | - | - |
| 09/2002 | -2.3% | 1.37% | 148.2 | - | - | - | - | - | - |
| 08/2002 | 1.16% | 3.76% | 147.2 | - | - | - | - | - | - |
| 07/2002 | 1.99% | 2.57% | 147.2 | - | - | - | - | - | - |
| 06/2002 | -0.12% | 0.57% | 147.2 | - | - | - | - | - | - |
| 05/2002 | 1.09% | 0.69% | 146.8 | - | - | - | - | - | - |
| 04/2002 | -0.53% | -0.4% | 146.8 | - | - | - | - | - | - |
| 03/2002 | -0.75% | 0.13% | 146.8 | - | - | - | - | - | - |
| 02/2002 | 0.08% | 0.89% | 144.6 | - | - | - | - | - | - |
| 01/2002 | 0.81% | 0.81% | 144.6 | - | - | - | - | - | - |
| 12/2001 | 1.87% | 5.41% | 144.6 | - | - | - | - | - | - |
| 11/2001 | 1.24% | 3.48% | 141.8 | - | - | - | - | - | - |
| 10/2001 | 0.79% | 2.21% | 141.8 | - | - | - | - | - | - |
| 09/2001 | -1.01% | 1.41% | 141.8 | - | - | - | - | - | - |
| 08/2001 | -0.15% | 2.44% | 141.1 | - | - | - | - | - | - |
| 07/2001 | 1.06% | 2.6% | 141.1 | - | - | - | - | - | - |
| 06/2001 | 0.92% | 1.52% | 141.1 | - | - | - | - | - | - |
| 05/2001 | 0.74% | 0.6% | 137.9 | - | - | - | - | - | - |
| 04/2001 | 1.91% | -0.14% | 137.9 | - | - | - | - | - | - |
| 03/2001 | -1.65% | -2.01% | 137.9 | - | - | - | - | - | - |
| 02/2001 | 0.14% | -0.37% | 139.2 | - | - | - | - | - | - |
| 01/2001 | -0.51% | -0.51% | 139.2 | - | - | - | - | - | - |
| 12/2000 | 0.46% | 3.36% | 139.2 | - | - | - | - | - | - |
| 11/2000 | 0.44% | 2.88% | 139.8 | - | - | - | - | - | - |
| 10/2000 | -1.88% | 2.43% | 139.8 | - | - | - | - | - | - |
| 09/2000 | 0.09% | 4.4% | 139.8 | - | - | - | - | - | - |
| 08/2000 | 1.2% | 4.3% | 139.2 | - | - | - | - | - | - |
| 07/2000 | -0.46% | 3.07% | 139.2 | - | - | - | - | - | - |
| 06/2000 | 0.33% | 3.54% | 139.2 | - | - | - | - | - | - |
| 05/2000 | 1.42% | 3.2% | 136.4 | - | - | - | - | - | - |
| 04/2000 | -0.73% | 1.76% | 136.4 | - | - | - | - | - | - |
| 03/2000 | -0.36% | 2.5% | 136.4 | - | - | - | - | - | - |
| 02/2000 | 2.15% | 2.88% | 103.1 | - | - | - | - | - | - |
| 01/2000 | 0.71% | 0.71% | 103.1 | - | - | - | - | - | - |
| 12/1999 | 1.12% | - | 103.1 | - | - | - | - | - | - |
| 11/1999 | 1.42% | - | 99.5 | - | - | - | - | - | - |
| 10/1999 | 0.98% | - | 99.5 | - | - | - | - | - | - |
| 09/1999 | 1.09% | - | 99.5 | - | - | - | - | - | - |
| 08/1999 | 0.32% | - | 96.7 | - | - | - | - | - | - |
| 07/1999 | 0.67% | - | 96.7 | - | - | - | - | - | - |
| 06/1999 | 1.22% | - | 96.7 | - | - | - | - | - | - |
| 05/1999 | 1.07% | - | 94.1 | - | - | - | - | - | - |
| 04/1999 | 0.97% | - | 94.1 | - | - | - | - | - | - |
| 03/1999 | 0.64% | - | 94.1 | - | - | - | - | - | - |
| 02/1999 | 0.12% | - | - | - | - | - | - | - | - |
| 01/1999 | 0.19% | - | - | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של הפניקס -קרן ט'?
ב-07/2026: 0.42% לחודש, 6.33% מתחילת השנה, 40.27% ל-3 שנים ו-45.06% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בהפניקס -קרן ט'?
2.08% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם הפניקס -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.