מגדל מסלול מניות: תשואה, דמי ניהול וסיכון
מגדל מסלול מניות מנוהלת על ידי , בסיווג פוליסות שהונפקו החל משנת 2004; 271 חודשי דיווח מ-01/2004 עד 07/2026.
תשואה 07/2026
-0.22%
מתחילת השנה
9.74%
3 שנים מצטבר
71.36%
5 שנים מצטבר
80.05%
דמי ניהול מצבירה
1.04%
לשנה
נכסים
7,161
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: 7,161 מיליון ש"ח, מקום 11 מתוך 176 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 80.05%, מקום 3 מתוך 107 בקטגוריה; ל-3 שנים: 71.36% (מקום 7 מתוך 137).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 18,005 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 30,015 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 1.04% לשנה (מקום 155 מתוך 170 בקטגוריה, מהנמוך לגבוה), מההפקדות: 2.02%. על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-18,868 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -35.1% בין 10/2007 ל-11/2008.
- סטיית תקן: 11.47; מדד שארפ: 1.06 (מקום 18 מתוך 107); חשיפה למניות 7,084.8%, לחו"ל 4,351%, למט"ח 1,697.7%.
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 | 16.71% | 28.85% | 16.53% | 35.43% | -31.2% | 65.25% | 13.62% | -11.86% | 11.48% | 19.09% | 5.59% | 2.31% | 5.45% | 12.95% | -4.83% | 20.44% | 9% | 23.21% | -14.77% | 15.49% | 22% | 25.79% |
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) | 7,161 | 11 / 176 |
| דמי ניהול מצבירה (נמוך = 1) | 1.04% | 155 / 170 |
| תשואה מתחילת השנה | 9.74% | 7 / 172 |
| תשואה 3 שנים | 71.36% | 7 / 137 |
| תשואה 5 שנים | 80.05% | 3 / 107 |
| מדד שארפ | 1.06 | 18 / 107 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הפניקס בסיסי למקבלי קצבה 7,158 מ' ש"ח
- הפניקס לבני 50 ומטה 7,177 מ' ש"ח
- הפניקס מניות 7,290 מ' ש"ח
- הכשרה חברה לביטוח בע"מ - מנוהל באמצעות מיטב ניהול תיקים בע"מ - כללי 6,148 מ' ש"ח
- הראל מסלול מניות 5,229 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.22% | 9.74% | 7,160.5 | - | - | - | 1.04% | 7,084.8% | 4,351% |
| 06/2026 | -2.77% | 9.99% | 7,077.1 | - | - | - | 1.04% | 7,090.8% | 4,139.5% |
| 05/2026 | 3.61% | 13.12% | 7,179.5 | - | - | - | 1.04% | 7,182.4% | 4,060.3% |
| 04/2026 | 8.07% | 9.18% | 6,827.6 | - | - | - | 1.04% | 6,779.3% | 3,763.3% |
| 03/2026 | -4.57% | 1.03% | 6,241.3 | - | - | - | 1.04% | 6,179.9% | 3,438.3% |
| 02/2026 | 1.47% | 5.86% | 6,445.5 | - | - | - | 1.04% | 6,445.5% | 3,691.5% |
| 01/2026 | 4.33% | 4.33% | 6,278.6 | - | - | - | 1.04% | 6,289.8% | 3,605.9% |
| 12/2025 | 1.81% | 25.79% | 5,910.1 | - | - | - | 0.94% | 5,916.5% | 3,538.9% |
| 11/2025 | 1.49% | 23.55% | 5,693.2 | - | - | - | 0.94% | 5,696.4% | 3,517.7% |
| 10/2025 | 2.47% | 21.74% | 5,499.5 | - | - | - | 0.94% | 5,466% | 3,420% |
| 09/2025 | 3.69% | 18.8% | 5,288.1 | - | - | - | 0.94% | 5,250.3% | 3,327.4% |
| 08/2025 | 1.18% | 14.57% | 5,024.4 | - | - | - | 0.94% | 5,000.2% | 3,091.2% |
| 07/2025 | 1.75% | 13.24% | 4,807.3 | - | - | - | 0.94% | 4,783.4% | 2,922.9% |
| 06/2025 | 6.22% | 11.29% | 4,590.1 | - | - | - | 0.94% | 4,591.4% | 2,845% |
| 05/2025 | 5.11% | 4.77% | 4,262.2 | - | - | - | 0.94% | 4,252.9% | 2,707% |
| 04/2025 | 1.16% | -0.32% | 4,032.6 | - | - | - | 0.94% | 4,032% | 2,573.7% |
| 03/2025 | -3.51% | -1.46% | 3,983.7 | - | - | - | 0.94% | 3,965.9% | 2,536% |
| 02/2025 | -0.39% | 2.12% | 4,134.1 | - | - | - | 0.94% | 4,152.6% | 2,620.5% |
| 01/2025 | 2.52% | 2.52% | 4,110.2 | - | - | - | 0.94% | 4,053.5% | 2,546.5% |
| 12/2024 | 0.97% | 22% | 3,969.4 | - | - | - | 0.98% | 3,942.1% | 2,490.5% |
| 11/2024 | 3.85% | 20.83% | 3,895.3 | - | - | - | 0.98% | 3,880.8% | 2,502.1% |
| 10/2024 | 0.6% | 16.35% | 3,749.6 | - | - | - | 0.98% | 3,713% | 2,396.1% |
| 09/2024 | 2.42% | 15.66% | 3,734.3 | - | - | - | 0.98% | 3,721.3% | 2,455.4% |
| 08/2024 | 1.82% | 12.92% | 3,672.3 | - | - | - | 0.98% | 3,658.1% | 2,431.8% |
| 07/2024 | 1.81% | 10.9% | 3,631.1 | - | - | - | 0.98% | 3,604.4% | 2,429.8% |
| 06/2024 | 1.22% | 8.93% | 3,582.1 | - | - | - | 0.98% | 3,546.9% | 2,388.5% |
| 05/2024 | 2.42% | 7.62% | 3,563.8 | - | - | - | 0.98% | 3,619% | 2,379.9% |
| 04/2024 | -3.09% | 5.08% | 3,522.5 | - | - | - | 0.98% | 3,489.1% | 2,263.4% |
| 03/2024 | 3.84% | 8.43% | 3,635.2 | - | - | - | 0.98% | 3,613.7% | 2,234.1% |
| 02/2024 | 4.46% | 4.42% | 3,504 | - | - | - | 0.98% | 3,477.7% | 2,146.2% |
| 01/2024 | -0.04% | -0.04% | 3,377 | - | - | - | 0.98% | 3,351.7% | 2,043.8% |
| 12/2023 | 4.49% | 15.49% | 3,399.7 | - | - | - | 1.01% | 3,392.3% | 2,107.8% |
| 11/2023 | 5.71% | 10.53% | 3,252.3 | - | - | - | 1.01% | 3,237.7% | 2,034.1% |
| 10/2023 | -4.9% | 4.56% | 3,088.8 | - | - | - | 1.01% | 3,070.3% | 1,958% |
| 09/2023 | -1.79% | 9.94% | 3,277.7 | - | - | - | 1.01% | 3,219.9% | 2,013.4% |
| 08/2023 | -1.37% | 11.95% | 3,366.4 | - | - | - | 1.01% | 3,332.9% | 2,093.4% |
| 07/2023 | 4.49% | 13.5% | 3,453.2 | - | - | - | 1.01% | 3,441.5% | 2,163.3% |
| 06/2023 | 4.23% | 8.62% | 3,341.6 | - | - | - | 1.01% | 3,289.3% | 2,066.9% |
| 05/2023 | -0.02% | 4.22% | 3,234.2 | - | - | - | 1.01% | 3,246% | 2,066.4% |
| 04/2023 | 1.56% | 4.24% | 3,244.5 | - | - | - | 1.01% | 3,252.3% | 2,082.7% |
| 03/2023 | 1.12% | 2.64% | 3,205.5 | - | - | - | 1.01% | 3,208.7% | 2,059.3% |
| 02/2023 | -2.63% | 1.5% | 3,210.6 | - | - | - | 1.01% | 3,191.7% | 2,018% |
| 01/2023 | 4.24% | 4.24% | 3,312.4 | - | - | - | 1.01% | 3,252.1% | 2,023.9% |
| 12/2022 | -3.82% | -14.77% | 3,164.7 | - | - | - | 1.13% | 3,112.8% | 1,928.4% |
| 11/2022 | 1.74% | -11.39% | 3,285.3 | - | - | - | 1.13% | 3,256.6% | 2,038% |
| 10/2022 | 4.99% | -12.9% | 3,215.5 | - | - | - | 1.13% | 3,195.6% | 1,988% |
| 09/2022 | -7.56% | -17.04% | 3,056.4 | - | - | - | 1.13% | 3,006.4% | 1,823.9% |
| 08/2022 | -1.37% | -10.26% | 3,282.7 | - | - | - | 1.13% | 3,245.3% | 1,970.8% |
| 07/2022 | 5.8% | -9.01% | 3,302.7 | - | - | - | 1.13% | 3,244.5% | 1,994.3% |
| 06/2022 | -5.21% | -14% | 3,100.4 | - | - | - | 1.13% | 3,069.9% | 1,897.2% |
| 05/2022 | -3.19% | -9.27% | 3,250.4 | - | - | - | 1.13% | 3,273.9% | 2,039.6% |
| 04/2022 | -3.88% | -6.28% | 3,319.7 | - | - | - | 1.13% | 3,270.7% | 1,993.4% |
| 03/2022 | 1.34% | -2.5% | 3,416.3 | - | - | - | 1.13% | 3,342.2% | 2,040.8% |
| 02/2022 | -0.61% | -3.79% | 3,301.8 | - | - | - | 1.13% | 3,260.3% | 2,005.4% |
| 01/2022 | -3.2% | -3.2% | 3,274.3 | - | - | - | 1.13% | 3,206.9% | 1,987.4% |
| 12/2021 | 3.52% | 23.21% | 3,289.3 | - | - | - | 1.04% | 3,226.5% | 2,056.9% |
| 11/2021 | -0.76% | 19.02% | 3,103.7 | - | - | - | 1.04% | 3,074.9% | 1,963.2% |
| 10/2021 | 4.39% | 19.93% | 3,063 | - | - | - | 1.04% | 3,029.2% | 1,922% |
| 09/2021 | -1.41% | 14.89% | 2,893.9 | - | - | - | 1.04% | 2,879.9% | 1,805.7% |
| 08/2021 | 2.73% | 16.53% | 2,895.4 | - | - | - | 1.04% | 2,839% | 1,785.6% |
| 07/2021 | 0.27% | 13.43% | 2,779 | - | - | - | 1.04% | 2,741.7% | 1,725.7% |
| 06/2021 | 0.83% | 13.13% | 2,723.7 | - | - | - | 1.04% | 2,682.1% | 1,697.5% |
| 05/2021 | 2.13% | 12.2% | 2,648.2 | - | - | - | 1.04% | 2,605% | 1,644.8% |
| 04/2021 | 3.01% | 9.86% | 2,531.2 | - | - | - | 1.04% | 2,498.6% | 1,585% |
| 03/2021 | 3.03% | 6.65% | 2,400.5 | - | - | - | 1.04% | 2,368.8% | 1,504.8% |
| 02/2021 | 2% | 3.51% | 2,301.9 | - | - | - | 1.04% | 2,266.1% | 1,442% |
| 01/2021 | 1.48% | 1.48% | 2,218.3 | - | - | - | 1.04% | 2,191.8% | 1,382% |
| 12/2020 | 3.4% | 9% | 2,127.1 | - | - | - | 1.05% | 2,082.1% | 1,328% |
| 11/2020 | 10.07% | 5.41% | 2,028.4 | - | - | - | 1.05% | 1,940.6% | 1,200.3% |
| 10/2020 | -0.09% | -4.23% | 1,811.5 | - | - | - | 1.05% | 1,766.4% | 1,110.5% |
| 09/2020 | -2.85% | -4.15% | 1,798.6 | - | - | - | 1.05% | 1,717.5% | 1,096.1% |
| 08/2020 | 4.62% | -1.33% | 1,852.1 | - | - | - | 1.05% | 1,823.1% | 1,166.9% |
| 07/2020 | 4.78% | -5.69% | 1,746 | - | - | - | 1.05% | 1,718.4% | 1,093.7% |
| 06/2020 | 0.16% | -9.99% | 1,659.4 | - | - | - | 1.05% | 1,621.2% | 1,034.5% |
| 05/2020 | 2.96% | -10.14% | 1,652 | - | - | - | 1.05% | 1,604.3% | 1,037.5% |
| 04/2020 | 9.06% | -12.72% | 1,564.7 | - | - | - | 1.05% | 1,515.9% | 961.4% |
| 03/2020 | -13.53% | -19.97% | 1,380.8 | - | - | - | 1.05% | 1,340.3% | 829.1% |
| 02/2020 | -6.74% | -7.45% | 1,623.3 | - | - | - | 1.05% | 1,588.4% | 997.4% |
| 01/2020 | -0.76% | -0.76% | 1,729.7 | - | - | - | 1.05% | 1,659.4% | 1,041.5% |
| 12/2019 | 1.9% | 20.44% | 1,713.8 | - | - | - | 1.11% | 1,673.2% | 1,063.2% |
| 11/2019 | 2.08% | 18.19% | 1,659.3 | - | - | - | 1.11% | 1,601.1% | 1,011% |
| 10/2019 | 2.76% | 15.79% | 1,610.3 | - | - | - | 1.11% | 1,566.7% | 995.3% |
| 09/2019 | 1.82% | 12.68% | 1,548.6 | - | - | - | 1.11% | 1,484.4% | 909.2% |
| 08/2019 | -1.77% | 10.66% | 1,519.7 | - | - | - | 1.11% | 1,462.5% | 924.7% |
| 07/2019 | 0.23% | 12.66% | 1,537.8 | - | - | - | 1.11% | 1,506.5% | 947.3% |
| 06/2019 | 4.47% | 12.4% | 1,518.6 | - | - | - | 1.11% | 1,475.6% | 924.5% |
| 05/2019 | -4.06% | 7.59% | 1,434.2 | - | - | - | 1.11% | 1,359.3% | 848.9% |
| 04/2019 | 3.12% | 12.14% | 1,476.7 | - | - | - | 1.11% | 1,438.4% | 925.8% |
| 03/2019 | 0.59% | 8.75% | 1,411 | - | - | - | 1.11% | 1,360.4% | 877% |
| 02/2019 | 2% | 8.11% | 1,391.5 | - | - | - | 1.11% | 1,345.4% | 861.9% |
| 01/2019 | 5.99% | 5.99% | 1,352.9 | - | - | - | 1.11% | 1,303.1% | 826.2% |
| 12/2018 | -6.92% | -4.83% | 1,259.3 | - | - | - | 1.15% | 1,216.8% | 780.5% |
| 11/2018 | 1.44% | 2.24% | 1,330.9 | - | - | - | 1.15% | 1,288.4% | 818.9% |
| 10/2018 | -5.15% | 0.79% | 1,298.9 | - | - | - | 1.15% | 1,261.6% | 801.7% |
| 09/2018 | 0.74% | 6.26% | 1,351.4 | - | - | - | 1.15% | 1,311.6% | 833.9% |
| 08/2018 | 2.14% | 5.48% | 1,327.5 | - | - | - | 1.15% | 1,296.1% | 782.3% |
| 07/2018 | 2.77% | 3.27% | 1,270.9 | - | - | - | 1.15% | 1,252.7% | 764.6% |
| 06/2018 | -0.15% | 0.49% | 1,215.4 | - | - | - | 1.15% | 1,194.5% | 729.6% |
| 05/2018 | 1.19% | 0.64% | 1,195.8 | - | - | - | 1.15% | 1,173.9% | 712.7% |
| 04/2018 | 1.87% | -0.54% | 1,162 | - | - | - | 1.15% | 1,140.8% | 697.6% |
| 03/2018 | -2.69% | -2.37% | 1,130.8 | - | - | - | 1.15% | 1,113.2% | 680.3% |
| 02/2018 | -2.78% | 0.33% | 1,145.6 | - | - | - | 1.15% | 1,130.2% | 683.2% |
| 01/2018 | 3.2% | 3.2% | 1,166.6 | - | - | - | 1.15% | 1,140.5% | 695.2% |
| 12/2017 | 1.47% | 12.95% | 1,100.4 | - | - | - | 1.06% | 1,079% | 663% |
| 11/2017 | 0.88% | 11.32% | 1,062.9 | - | - | - | 1.06% | 1,042.3% | 647.2% |
| 10/2017 | 2.18% | 10.35% | 1,038.9 | - | - | - | 1.06% | 1,014.4% | 629.6% |
| 09/2017 | 1.45% | 7.99% | 995.9 | - | - | - | 1.06% | 973.8% | 606% |
| 08/2017 | -0.65% | 6.45% | 969 | - | - | - | 1.06% | 949% | 588.4% |
| 07/2017 | 1.93% | 7.15% | 958.1 | - | - | - | 1.06% | 936% | 587.6% |
| 06/2017 | -0.56% | 5.12% | 922.5 | - | - | - | 1.06% | 878.9% | 548.7% |
| 05/2017 | 1.55% | 5.71% | 910.1 | - | - | - | 1.06% | 872.8% | 544.2% |
| 04/2017 | 1.2% | 4.1% | 881.4 | - | - | - | 1.06% | 844% | 524.7% |
| 03/2017 | 0.79% | 2.86% | 853.6 | - | - | - | 1.06% | 818.8% | 512.6% |
| 02/2017 | 1.77% | 2.05% | 825.6 | - | - | - | 1.06% | 785.1% | 489.6% |
| 01/2017 | 0.28% | 0.28% | 798.7 | - | - | - | 1.06% | 771.1% | 472.8% |
| 12/2016 | 1.95% | 5.45% | 785.2 | - | - | - | 1.12% | 743.2% | 460.9% |
| 11/2016 | 1.87% | 3.43% | 758.5 | - | - | - | 1.12% | 712% | 437.9% |
| 10/2016 | 0.02% | 1.54% | 735.8 | - | - | - | 1.12% | 698.7% | 432.7% |
| 09/2016 | -0.41% | 1.52% | 728.4 | - | - | - | 1.12% | 692.5% | 425.8% |
| 08/2016 | 0.67% | 1.93% | 730.6 | - | - | - | 1.12% | 698% | 421.9% |
| 07/2016 | 4.34% | 1.26% | 719.7 | - | - | - | 1.12% | 687.7% | 417.6% |
| 06/2016 | -1.63% | -2.96% | 684.4 | - | - | - | 1.12% | 666.3% | 412.5% |
| 05/2016 | 1.8% | -1.35% | 690.4 | - | - | - | 1.12% | 663.8% | 405.7% |
| 04/2016 | 0.64% | -3.09% | 670.6 | - | - | - | 1.12% | 633.5% | 385.3% |
| 03/2016 | 3.52% | -3.71% | 659.2 | - | - | - | 1.12% | 616% | 373.9% |
| 02/2016 | -2.59% | -6.98% | 628.3 | - | - | - | 1.12% | 601.8% | 364% |
| 01/2016 | -4.51% | -4.51% | 642.8 | - | - | - | 1.12% | 624.9% | 377.4% |
| 12/2015 | -2.21% | 2.31% | 668.8 | - | - | - | 1.18% | 642% | 377.8% |
| 11/2015 | 0.63% | 4.62% | 670.6 | - | - | - | 1.18% | 640.1% | 379% |
| 10/2015 | 5.44% | 3.97% | 656.9 | - | - | - | 1.18% | 600.2% | 359.1% |
| 09/2015 | -3.9% | -1.4% | 616.8 | - | - | - | 1.18% | 576.3% | 345% |
| 08/2015 | -5.04% | 2.6% | 634.6 | - | - | - | 1.18% | 607.1% | 366.8% |
| 07/2015 | 2.24% | 8.05% | 660.5 | - | - | - | 1.18% | 616.1% | 366.1% |
| 06/2015 | -3.06% | 5.68% | 636.7 | - | - | - | 1.18% | 600.6% | 361.4% |
| 05/2015 | 1.57% | 9.02% | 649.1 | - | - | - | 1.18% | 605.3% | 359.5% |
| 04/2015 | 0.66% | 7.33% | 625.2 | - | - | - | 1.18% | 571.4% | 340.5% |
| 03/2015 | 2% | 6.63% | 614.6 | - | - | - | 1.18% | 568% | 339.7% |
| 02/2015 | 4.58% | 4.54% | 568.8 | - | - | - | 1.18% | 535.5% | 325.5% |
| 01/2015 | -0.04% | -0.04% | 540.6 | - | - | - | 1.18% | 498.2% | 311.6% |
| 12/2014 | -1.36% | 5.59% | 530.5 | - | - | - | 1.21% | 495.4% | 311.2% |
| 11/2014 | 4.24% | 7.05% | 525.6 | - | - | - | 1.21% | 501.9% | 317.5% |
| 10/2014 | -1.83% | 2.69% | 496.6 | - | - | - | 1.21% | 477.5% | 310.3% |
| 09/2014 | 0.73% | 4.61% | 499.5 | - | - | - | 1.21% | 466.5% | 292.9% |
| 08/2014 | 2.38% | 3.85% | 489.2 | - | - | - | 1.21% | 464.7% | 294.5% |
| 07/2014 | -1.07% | 1.44% | 471.2 | - | - | - | 1.21% | 444.1% | 277% |
| 06/2014 | 0.91% | 2.53% | 467.4 | - | - | - | 1.21% | 437.5% | 274.2% |
| 05/2014 | 1.4% | 1.61% | 455.7 | - | - | - | 1.21% | 430.8% | 271.6% |
| 04/2014 | -1.3% | 0.21% | 440.5 | - | - | - | 1.21% | 413.7% | 259.7% |
| 03/2014 | 0.6% | 1.53% | 440 | - | - | - | 1.21% | 416.7% | 260.7% |
| 02/2014 | 3.37% | 0.92% | 430.9 | - | - | - | 1.21% | 404% | 252.1% |
| 01/2014 | -2.37% | -2.37% | 412.1 | - | - | - | 1.21% | 385.3% | 247.3% |
| 12/2013 | 1.19% | 19.09% | 416.5 | - | - | - | 1% | 386.5% | 247.1% |
| 11/2013 | 3.05% | 17.69% | 405.6 | - | - | - | 1% | 375% | 244.6% |
| 10/2013 | 2.41% | 14.21% | 388 | - | - | - | 1% | 351.4% | 228.3% |
| 09/2013 | 3.62% | 11.52% | 372.9 | - | - | - | 1% | 333.7% | 220.4% |
| 08/2013 | -0.93% | 7.62% | 354.8 | - | - | - | 1% | 304.3% | 183.3% |
| 07/2013 | 3.35% | 8.63% | 353.6 | - | - | - | 1% | 300.5% | 182.9% |
| 06/2013 | -3.19% | 5.11% | 337 | - | - | - | 1% | 289.1% | 178.6% |
| 05/2013 | 2.69% | 8.58% | 343 | - | - | - | 1% | 294.5% | 180.2% |
| 04/2013 | 0.5% | 5.73% | 328.1 | - | - | - | 1% | 280.1% | 173% |
| 03/2013 | 1.48% | 5.21% | 321.7 | - | - | - | 1% | 274.8% | 163.7% |
| 02/2013 | 1.46% | 3.67% | 314 | - | - | - | 1% | 269% | 161.2% |
| 01/2013 | 2.18% | 2.18% | 303.6 | - | - | - | 1% | 255.1% | 147.5% |
| 12/2012 | 0.23% | 11.48% | 291.6 | - | - | - | 0.99% | 245.3% | 144.8% |
| 11/2012 | 0.83% | 11.22% | 282.8 | - | - | - | 0.99% | 243.8% | 142.6% |
| 10/2012 | -0.3% | 10.31% | 275.6 | - | - | - | 0.99% | 235.3% | 138.2% |
| 09/2012 | 3.24% | 10.64% | 272.3 | - | - | - | 0.99% | 233.1% | 135.3% |
| 08/2012 | 1.54% | 7.17% | 259.6 | - | - | - | 0.99% | 226.9% | 133.2% |
| 07/2012 | 2.9% | 5.54% | 252.1 | - | - | - | 0.99% | 220.8% | 131.2% |
| 06/2012 | 0.62% | 2.57% | 242.2 | - | - | - | 0.99% | 211.1% | 126.9% |
| 05/2012 | -5.66% | 1.93% | 236.3 | - | - | - | 0.99% | 204.4% | 120.4% |
| 04/2012 | 0.92% | 8.05% | 245 | - | - | - | 0.99% | 213.5% | 127.1% |
| 03/2012 | 1.33% | 7.06% | 237.6 | - | - | - | 0.99% | 204% | 120.1% |
| 02/2012 | 1.41% | 5.66% | 230.2 | - | - | - | 0.99% | 199.5% | 117.1% |
| 01/2012 | 4.19% | 4.19% | 222.9 | - | - | - | 0.99% | 190.2% | 110.9% |
| 12/2011 | -1.25% | -11.86% | 209 | - | - | - | 0.99% | 174% | 104.1% |
| 11/2011 | -0.48% | -10.74% | 206.5 | - | - | - | 0.99% | 174.6% | 103.5% |
| 10/2011 | 4.67% | -10.31% | 203.1 | - | - | - | 0.99% | 166.1% | 98% |
| 09/2011 | -4.23% | -14.31% | 189.6 | - | - | - | 0.99% | 155% | 91.5% |
| 08/2011 | -5.83% | -10.53% | 192.6 | - | - | - | 0.99% | 161.6% | 95.8% |
| 07/2011 | -0.6% | -4.99% | 199.2 | - | - | - | 0.99% | 163.2% | 96.5% |
| 06/2011 | -2.37% | -4.42% | 192.2 | - | - | - | 0.99% | 160.5% | 96.4% |
| 05/2011 | -2.86% | -2.1% | 192.3 | - | - | - | 0.99% | 157.7% | 92.7% |
| 04/2011 | 1.5% | 0.79% | 190.9 | - | - | - | 0.99% | 157.2% | 92.4% |
| 03/2011 | -0.8% | -0.7% | 182 | - | - | - | 0.99% | 152.7% | 89.5% |
| 02/2011 | 0.51% | 0.1% | 177.9 | - | - | - | 0.99% | 157.9% | 70.8% |
| 01/2011 | -0.41% | -0.41% | 172.8 | - | - | - | 0.99% | 153.5% | 53.7% |
| 12/2010 | 6.45% | 13.62% | 165.8 | - | - | - | 1% | 147.3% | 49.9% |
| 11/2010 | -2.22% | 6.74% | 149.7 | - | - | - | 1% | 132.8% | 45.6% |
| 10/2010 | 3.62% | 9.16% | 147.9 | - | - | - | 1% | 131.2% | 44.6% |
| 09/2010 | 7.38% | 5.35% | 139.5 | - | - | - | 1% | 122.9% | 41.5% |
| 08/2010 | -0.14% | -1.89% | 126.5 | - | - | - | 1% | 112% | 38.4% |
| 07/2010 | 4.71% | -1.76% | 123.4 | - | - | - | 1% | 108.1% | 36.6% |
| 06/2010 | -1.13% | -6.18% | 113.9 | - | - | - | 1% | 99.5% | 33.7% |
| 05/2010 | -7.01% | -5.1% | 111.9 | - | - | - | 1% | 99.9% | 34.5% |
| 04/2010 | -1.84% | 2.05% | 117.8 | - | - | - | 1% | 104.4% | 36.3% |
| 03/2010 | 4.88% | 3.96% | 118.2 | - | - | - | 1% | 103.9% | 35.9% |
| 02/2010 | 2.52% | -0.87% | 108.7 | - | - | - | 1% | 95.5% | 33.7% |
| 01/2010 | -3.31% | -3.31% | 103.4 | - | - | - | 1% | 97.8% | 46.3% |
| 12/2009 | 2.59% | 65.25% | 103.1 | - | - | - | 0.99% | - | - |
| 11/2009 | 2.82% | 61.08% | 96.3 | - | - | - | 0.99% | - | - |
| 10/2009 | 4.41% | 56.66% | 90.9 | - | - | - | 0.99% | - | - |
| 09/2009 | 3.81% | 50.05% | 84.4 | - | - | - | 0.99% | - | - |
| 08/2009 | 1.92% | 44.54% | 78.7 | - | - | - | 0.99% | - | - |
| 07/2009 | 7.48% | 41.82% | 73.8 | - | - | - | 0.99% | - | - |
| 06/2009 | 0.31% | 31.95% | 66.5 | - | - | - | 0.99% | - | - |
| 05/2009 | 5.57% | 31.54% | 64.2 | - | - | - | 0.99% | - | - |
| 04/2009 | 10.13% | 24.6% | 58.1 | - | - | - | 0.99% | - | - |
| 03/2009 | 8.15% | 13.14% | 51.2 | - | - | - | 0.99% | - | - |
| 02/2009 | 0.87% | 4.61% | 45.5 | - | - | - | 0.99% | - | - |
| 01/2009 | 3.71% | 3.71% | 43.3 | - | - | - | 0.99% | - | - |
| 12/2008 | 1.17% | -31.2% | 40.4 | - | - | - | 1.6% | - | - |
| 11/2008 | -1.83% | -32% | 41.6 | - | - | - | 1.6% | - | - |
| 10/2008 | -14.88% | -30.73% | 40.6 | - | - | - | 1.6% | - | - |
| 09/2008 | -8.95% | -18.62% | 46.6 | - | - | - | 1.6% | - | - |
| 08/2008 | -1.98% | -10.62% | 49.3 | - | - | - | 1.6% | - | - |
| 07/2008 | -3.91% | -8.82% | 48.7 | - | - | - | 1.6% | - | - |
| 06/2008 | -4.18% | -5.11% | 49.2 | - | - | - | 1.6% | - | - |
| 05/2008 | 3.58% | -0.97% | 48.6 | - | - | - | 1.6% | - | - |
| 04/2008 | 8.94% | -4.39% | 45.4 | - | - | - | 1.6% | - | - |
| 03/2008 | -7.5% | -12.24% | 40.4 | - | - | - | 1.6% | - | - |
| 02/2008 | 5.89% | -5.12% | 42.3 | - | - | - | 1.6% | - | - |
| 01/2008 | -10.4% | -10.4% | 38.5 | - | - | - | 1.6% | - | - |
| 12/2007 | 0.88% | 35.43% | 39.9 | - | - | - | 0.88% | - | - |
| 11/2007 | -5.38% | 34.24% | 30.4 | - | - | - | 0.88% | - | - |
| 10/2007 | 7.43% | 41.88% | 30.2 | - | - | - | 0.88% | - | - |
| 09/2007 | 8.99% | 32.06% | 26.3 | - | - | - | 0.88% | - | - |
| 08/2007 | -6.13% | 21.17% | 22.7 | - | - | - | 0.88% | - | - |
| 07/2007 | 1.18% | 29.08% | 22.9 | - | - | - | 0.88% | - | - |
| 06/2007 | 0.22% | 27.58% | 20.5 | - | - | - | 0.88% | - | - |
| 05/2007 | 3.85% | 27.3% | 17.5 | - | - | - | 0.88% | - | - |
| 04/2007 | 9.34% | 22.58% | 15.8 | - | - | - | 0.88% | - | - |
| 03/2007 | 4.19% | 12.11% | 14 | - | - | - | 0.88% | - | - |
| 02/2007 | 1.5% | 7.6% | 11.9 | - | - | - | 0.88% | - | - |
| 01/2007 | 6.01% | 6.01% | 10.7 | - | - | - | 0.88% | - | - |
| 12/2006 | -1.1% | 16.53% | 8.7 | - | - | - | 1.16% | - | - |
| 11/2006 | 3.82% | 17.83% | 7.5 | - | - | - | 1.16% | - | - |
| 10/2006 | 8.81% | 13.49% | 6.6 | - | - | - | 1.16% | - | - |
| 09/2006 | 2.73% | 4.3% | 5.4 | - | - | - | 1.16% | - | - |
| 08/2006 | 1.06% | 1.53% | 4.7 | - | - | - | 1.16% | - | - |
| 07/2006 | 4.07% | 0.47% | 4.1 | - | - | - | 1.16% | - | - |
| 06/2006 | -8.15% | -3.46% | 3.4 | - | - | - | 1.16% | - | - |
| 05/2006 | -0.92% | 5.1% | 3.4 | - | - | - | 1.16% | - | - |
| 04/2006 | 6.01% | 6.08% | 3.1 | - | - | - | 1.16% | - | - |
| 03/2006 | -0.9% | 0.07% | 2.8 | - | - | - | 1.16% | - | - |
| 02/2006 | -1.91% | 0.97% | 2.7 | - | - | - | 1.16% | - | - |
| 01/2006 | 2.94% | 2.94% | 2.7 | - | - | - | 1.16% | - | - |
| 12/2005 | 4.76% | 28.85% | 2.3 | - | - | - | 0.79% | - | - |
| 11/2005 | 4.09% | 23% | 2.2 | - | - | - | 0.79% | - | - |
| 10/2005 | 0.61% | 18.17% | 20 | - | - | - | 0.79% | - | - |
| 09/2005 | 5.84% | 17.45% | 1.9 | - | - | - | 0.79% | - | - |
| 08/2005 | 4.16% | 10.97% | 1.8 | - | - | - | 0.79% | - | - |
| 07/2005 | 1.97% | 6.54% | 1.7 | - | - | - | 0.79% | - | - |
| 06/2005 | -6.49% | 4.48% | 1.6 | - | - | - | 0.79% | - | - |
| 05/2005 | 3.16% | 11.73% | 1.7 | - | - | - | 0.79% | - | - |
| 04/2005 | 2.83% | 8.31% | 1.6 | - | - | - | 0.79% | - | - |
| 03/2005 | -0.06% | 5.33% | 1.3 | - | - | - | 0.79% | - | - |
| 02/2005 | 2.38% | 5.39% | 1.3 | - | - | - | 0.79% | - | - |
| 01/2005 | 2.94% | 2.94% | 1.4 | - | - | - | 0.79% | - | - |
| 12/2004 | 9.67% | - | 1.4 | - | - | - | - | - | - |
| 11/2004 | 6.9% | - | 1.1 | - | - | - | - | - | - |
| 10/2004 | -0.22% | - | 1.1 | - | - | - | - | - | - |
| 09/2004 | 1.19% | - | 1 | - | - | - | - | - | - |
| 08/2004 | -3.73% | - | 0.9 | - | - | - | - | - | - |
| 07/2004 | -3.37% | - | 0.9 | - | - | - | - | - | - |
| 06/2004 | 3.43% | - | 1 | - | - | - | - | - | - |
| 05/2004 | 0.83% | - | 0.5 | - | - | - | - | - | - |
| 04/2004 | 1.5% | - | 0.1 | - | - | - | - | - | - |
| 03/2004 | 0.13% | - | 0.1 | - | - | - | - | - | - |
| 02/2004 | 0% | - | - | - | - | - | - | - | - |
| 01/2004 | 0% | - | - | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של מגדל מסלול מניות?
ב-07/2026: -0.22% לחודש, 9.74% מתחילת השנה, 71.36% ל-3 שנים ו-80.05% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במגדל מסלול מניות?
1.04% לשנה מהצבירה בממוצע ו-2.02% מההפקדות. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מגדל מסלול מניות 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.