כלל חברה לביטוח בע"מ מניות: תשואה, דמי ניהול וסיכון
כלל חברה לביטוח בע"מ מניות מנוהלת על ידי , בסיווג פוליסות שהונפקו החל משנת 2004; 323 חודשי דיווח מ-09/1999 עד 07/2026.
תשואה 07/2026
-0.76%
מתחילת השנה
12.67%
3 שנים מצטבר
74.68%
5 שנים מצטבר
78.83%
דמי ניהול מצבירה
0.75%
לשנה
נכסים
4,470
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: 4,470 מיליון ש"ח, מקום 18 מתוך 176 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 78.83%, מקום 5 מתוך 107 בקטגוריה; ל-3 שנים: 74.68% (מקום 4 מתוך 137).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 17,883 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 30,660 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.75% לשנה (מקום 66 מתוך 170 בקטגוריה, מהנמוך לגבוה), מההפקדות: 1.24%. על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-13,978 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -54.7% בין 10/2007 ל-12/2008.
- סטיית תקן: 12.06; מדד שארפ: 1.05 (מקום 19 מתוך 107); חשיפה למניות 4,539.3%, לחו"ל 3,089%, למט"ח 1,066.2%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 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 | 7.85% | 1.87% | -19.01% | 64.17% | 24.84% | 37.47% | 16.27% | 19.09% | -53.2% | 109.8% | 15.74% | -21.18% | 11.5% | 23.75% | 4.28% | 3.96% | 2.85% | 14.87% | -4.38% | 23.1% | 8.93% | 22.42% | -14.83% | 10.28% | 20.87% | 28.23% |
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) | 4,470 | 18 / 176 |
| דמי ניהול מצבירה (נמוך = 1) | 0.75% | 66 / 170 |
| תשואה מתחילת השנה | 12.67% | 3 / 172 |
| תשואה 3 שנים | 74.68% | 4 / 137 |
| תשואה 5 שנים | 78.83% | 5 / 107 |
| מדד שארפ | 1.05 | 19 / 107 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- איילון- כללי 4,517 מ' ש"ח
- הראל מסלול בסיסי למקבלי קצבה 4,331 מ' ש"ח
- מגדל מסלול לבני 50 עד 60 4,098 מ' ש"ח
- הכשרה חברה לביטוח בע"מ- כללי 4,861 מ' ש"ח
- הפניקס לבני 50 עד 60 4,935 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.76% | 12.67% | 4,469.8 | - | - | - | 0.75% | 4,539.3% | 3,089% |
| 06/2026 | -2.03% | 13.53% | 4,423.5 | - | - | - | 0.75% | 4,504.1% | 3,124.2% |
| 05/2026 | 4.54% | 15.88% | 4,445.7 | - | - | - | 0.75% | 4,455% | 2,664.6% |
| 04/2026 | 8.67% | 10.85% | 4,197.2 | - | - | - | 0.75% | 4,215.8% | 2,547.4% |
| 03/2026 | -4.91% | 2.01% | 3,836.5 | - | - | - | 0.75% | 3,921.7% | 2,474% |
| 02/2026 | 1.99% | 7.27% | 4,010.2 | - | - | - | 0.75% | 4,005.7% | 2,545.4% |
| 01/2026 | 5.18% | 5.18% | 3,858.5 | - | - | - | 0.75% | 3,848.3% | 2,522.9% |
| 12/2025 | 2.18% | 28.23% | 3,638.6 | - | - | - | 0.79% | 3,693.2% | 2,376.8% |
| 11/2025 | 1.97% | 25.49% | 3,528.9 | - | - | - | 0.79% | 3,618% | 2,333.8% |
| 10/2025 | 2.74% | 23.07% | 3,406.1 | - | - | - | 0.79% | 3,334.9% | 2,159.4% |
| 09/2025 | 3.91% | 19.79% | 3,293.2 | - | - | - | 0.79% | 3,307.8% | 2,150.2% |
| 08/2025 | 1.26% | 15.28% | 3,141.4 | - | - | - | 0.79% | 3,167.2% | 2,034.2% |
| 07/2025 | 1.81% | 13.84% | 3,079.3 | - | - | - | 0.79% | 3,092.5% | 2,033.6% |
| 06/2025 | 6.26% | 11.82% | 2,997.3 | - | - | - | 0.79% | 2,925.2% | 1,968.3% |
| 05/2025 | 5.46% | 5.23% | 2,813.2 | - | - | - | 0.79% | 2,884.2% | 1,979.2% |
| 04/2025 | 1.14% | -0.22% | 2,666.6 | - | - | - | 0.79% | 2,567.5% | 1,865.3% |
| 03/2025 | -3.86% | -1.34% | 2,641.2 | - | - | - | 0.79% | 2,645.8% | 1,906.1% |
| 02/2025 | -0.3% | 2.62% | 2,747.1 | - | - | - | 0.79% | 2,835% | 1,895% |
| 01/2025 | 2.93% | 2.93% | 2,742 | - | - | - | 0.79% | 2,760.9% | 1,887.2% |
| 12/2024 | 0.52% | 20.87% | 2,649.3 | - | - | - | 0.82% | 2,689.7% | 1,845.8% |
| 11/2024 | 3.65% | 20.24% | 2,638.1 | - | - | - | 0.82% | 2,688.4% | 1,895.8% |
| 10/2024 | 0.63% | 16.01% | 2,560.3 | - | - | - | 0.82% | 2,545.3% | 1,782.3% |
| 09/2024 | 2.14% | 15.28% | 2,567.2 | - | - | - | 0.82% | 2,634.6% | 1,848.2% |
| 08/2024 | 1.85% | 12.87% | 2,544.9 | - | - | - | 0.82% | 2,645% | 1,826.8% |
| 07/2024 | 1.87% | 10.82% | 2,522.1 | - | - | - | 0.82% | 2,607.8% | 1,839.7% |
| 06/2024 | 1.17% | 8.78% | 2,507.3 | - | - | - | 0.82% | 2,491.1% | 1,812.2% |
| 05/2024 | 1.98% | 7.53% | 2,497.5 | - | - | - | 0.82% | 2,490.3% | 1,725.9% |
| 04/2024 | -3.04% | 5.44% | 2,478.8 | - | - | - | 0.82% | 2,388.8% | 1,676.7% |
| 03/2024 | 3.91% | 8.74% | 2,580.3 | - | - | - | 0.82% | 2,530.5% | 1,769.6% |
| 02/2024 | 4.84% | 4.65% | 2,511.2 | - | - | - | 0.82% | 2,487.6% | 1,732.3% |
| 01/2024 | -0.18% | -0.18% | 2,415.9 | - | - | - | 0.82% | 2,303.9% | 1,640.6% |
| 12/2023 | 4.43% | 10.28% | 2,443 | - | - | - | 0.85% | 2,364.1% | 1,643.1% |
| 11/2023 | 5.44% | 5.6% | 2,371.3 | - | - | - | 0.85% | 2,332% | 1,646.4% |
| 10/2023 | -5.79% | 0.15% | 2,260 | - | - | - | 0.85% | 2,204.2% | 1,516.7% |
| 09/2023 | -1.61% | 6.31% | 2,437.5 | - | - | - | 0.85% | 2,302.1% | 1,439.8% |
| 08/2023 | -1.99% | 8.05% | 2,497.5 | - | - | - | 0.85% | 2,478.5% | 1,642.2% |
| 07/2023 | 4.18% | 10.24% | 2,561.3 | - | - | - | 0.85% | 2,435.1% | 1,774.5% |
| 06/2023 | 3.77% | 5.82% | 2,491.6 | - | - | - | 0.85% | 2,491.1% | 1,718.1% |
| 05/2023 | -0.43% | 1.97% | 2,408 | - | - | - | 0.85% | 2,502.1% | 1,615% |
| 04/2023 | 1.94% | 2.41% | 2,439 | - | - | - | 0.85% | 2,447.8% | 1,614.6% |
| 03/2023 | 0.31% | 0.46% | 2,394.1 | - | - | - | 0.85% | 2,406.8% | 1,622.3% |
| 02/2023 | -3.13% | 0.15% | 2,411.6 | - | - | - | 0.85% | 2,359.2% | 1,606.8% |
| 01/2023 | 3.39% | 3.39% | 2,476.1 | - | - | - | 0.85% | 2,543.4% | 1,644.1% |
| 12/2022 | -4.23% | -14.83% | 2,370.2 | - | - | - | 0.87% | 2,337.6% | 1,529.1% |
| 11/2022 | 1.59% | -11.07% | 2,448.1 | - | - | - | 0.87% | 2,401.9% | 1,525.2% |
| 10/2022 | 4.59% | -12.46% | 2,378.3 | - | - | - | 0.87% | 2,335.1% | 1,426.1% |
| 09/2022 | -8.29% | -16.3% | 2,260.1 | - | - | - | 0.87% | 2,273.6% | 1,382.8% |
| 08/2022 | -0.78% | -8.74% | 2,431.9 | - | - | - | 0.87% | 2,417.5% | 1,347% |
| 07/2022 | 6.1% | -8.02% | 2,403.6 | - | - | - | 0.87% | 2,388.6% | 1,436.9% |
| 06/2022 | -5.94% | -13.31% | 2,229.5 | - | - | - | 0.87% | 2,131.6% | 1,293% |
| 05/2022 | -3.76% | -7.84% | 2,334.4 | - | - | - | 0.87% | 2,345.6% | 1,413.6% |
| 04/2022 | -3.25% | -4.23% | 2,373.2 | - | - | - | 0.87% | 2,336.9% | 1,236.7% |
| 03/2022 | 1.52% | -1.02% | 2,413.8 | - | - | - | 0.87% | 2,347.7% | 1,288.7% |
| 02/2022 | -0.02% | -2.5% | 2,315.8 | - | - | - | 0.87% | 2,278.5% | 1,324.2% |
| 01/2022 | -2.48% | -2.48% | 2,279.7 | - | - | - | 0.87% | 2,248.2% | 1,354.6% |
| 12/2021 | 3.43% | 22.42% | 2,268.9 | - | - | - | 0.95% | 2,212.7% | 1,368.6% |
| 11/2021 | -0.84% | 18.36% | 2,115.8 | - | - | - | 0.95% | 2,093.3% | 1,358.9% |
| 10/2021 | 5.13% | 19.36% | 2,067.1 | - | - | - | 0.95% | 2,102.3% | 1,396.4% |
| 09/2021 | -1.81% | 13.53% | 1,908.1 | - | - | - | 0.95% | 1,874.2% | 1,095% |
| 08/2021 | 2.99% | 15.63% | 1,895.8 | - | - | - | 0.95% | 1,826.9% | 1,133.4% |
| 07/2021 | -0.87% | 12.27% | 1,773.4 | - | - | - | 0.95% | 1,712.5% | 1,091.6% |
| 06/2021 | 0.3% | 13.26% | 1,729.8 | - | - | - | 0.95% | 1,703.6% | 1,126.1% |
| 05/2021 | 2.83% | 12.92% | 1,654.4 | - | - | - | 0.95% | 1,650.9% | 1,033.7% |
| 04/2021 | 2.92% | 9.81% | 1,560.8 | - | - | - | 0.95% | 1,551.9% | 996.4% |
| 03/2021 | 1.99% | 6.69% | 1,463.1 | - | - | - | 0.95% | 1,451.1% | 944.8% |
| 02/2021 | 2.48% | 4.61% | 1,402.9 | - | - | - | 0.95% | 1,402.6% | 837.7% |
| 01/2021 | 2.08% | 2.08% | 1,343 | - | - | - | 0.95% | 1,347% | 839.7% |
| 12/2020 | 5.51% | 8.93% | 1,296.3 | - | - | - | 0.97% | 1,309.4% | 788.1% |
| 11/2020 | 12.74% | 3.24% | 1,213.4 | - | - | - | 0.97% | 1,228.8% | 779.6% |
| 10/2020 | 0.15% | -8.42% | 1,053.5 | - | - | - | 0.97% | 1,038.8% | 665.7% |
| 09/2020 | -3.04% | -8.56% | 1,042 | - | - | - | 0.97% | 1,000.9% | 696.9% |
| 08/2020 | 5.24% | -5.69% | 1,071 | - | - | - | 0.97% | 1,056.6% | 724.4% |
| 07/2020 | 4.64% | -10.39% | 1,000.3 | - | - | - | 0.97% | 988.9% | 695.3% |
| 06/2020 | 0.46% | -14.36% | 950.3 | - | - | - | 0.97% | 943.3% | 679.7% |
| 05/2020 | 2.18% | -14.76% | 945.9 | - | - | - | 0.97% | 954.6% | 641.4% |
| 04/2020 | 8.85% | -16.57% | 895.1 | - | - | - | 0.97% | 889.3% | 574.6% |
| 03/2020 | -17.82% | -23.36% | 787 | - | - | - | 0.97% | 733.9% | 469.1% |
| 02/2020 | -6.08% | -6.74% | 964.6 | - | - | - | 0.97% | 931.6% | 529.9% |
| 01/2020 | -0.7% | -0.7% | 1,014.6 | - | - | - | 0.97% | 986.1% | 606.6% |
| 12/2019 | 2.13% | 23.1% | 1,003.3 | - | - | - | 1.05% | 1,004.8% | 632.5% |
| 11/2019 | 1.97% | 20.53% | 956.8 | - | - | - | 1.05% | 937.5% | 563.4% |
| 10/2019 | 3.01% | 18.2% | 923.2 | - | - | - | 1.05% | 903.1% | 545.7% |
| 09/2019 | 2.13% | 14.75% | 886 | - | - | - | 1.05% | 859.5% | 529.9% |
| 08/2019 | -2.04% | 12.36% | 858.2 | - | - | - | 1.05% | 861.3% | 511.2% |
| 07/2019 | 0.9% | 14.7% | 865.1 | - | - | - | 1.05% | 836.2% | 491.7% |
| 06/2019 | 4.54% | 13.67% | 848.9 | - | - | - | 1.05% | 852.8% | 528.1% |
| 05/2019 | -4.11% | 8.74% | 802.6 | - | - | - | 1.05% | 749.7% | 408.7% |
| 04/2019 | 3.52% | 13.4% | 818 | - | - | - | 1.05% | 843.8% | 514.5% |
| 03/2019 | 0.82% | 9.54% | 780.7 | - | - | - | 1.05% | 759.4% | 455.3% |
| 02/2019 | 2.27% | 8.65% | 765.4 | - | - | - | 1.05% | 742.7% | 427.1% |
| 01/2019 | 6.24% | 6.24% | 738.1 | - | - | - | 1.05% | 714.1% | 415.8% |
| 12/2018 | -7.02% | -4.38% | 686.9 | - | - | - | 1.08% | 694.6% | 432.5% |
| 11/2018 | 1.9% | 2.84% | 730.5 | - | - | - | 1.08% | 703.3% | 428.4% |
| 10/2018 | -5.2% | 0.93% | 705.9 | - | - | - | 1.08% | 686.6% | 423% |
| 09/2018 | 0.42% | 6.46% | 735.8 | - | - | - | 1.08% | 706.1% | 431.4% |
| 08/2018 | 2.15% | 6.02% | 724.9 | - | - | - | 1.08% | 684.2% | 410.9% |
| 07/2018 | 2.9% | 3.79% | 699.3 | - | - | - | 1.08% | 706% | 444.1% |
| 06/2018 | -0.29% | 0.86% | 672.1 | - | - | - | 1.08% | 663.7% | 416.6% |
| 05/2018 | 1.1% | 1.15% | 671.5 | - | - | - | 1.08% | 667.5% | 413.3% |
| 04/2018 | 1.48% | 0.05% | 655 | - | - | - | 1.08% | 648.2% | 403.9% |
| 03/2018 | -2.12% | -1.41% | 641.6 | - | - | - | 1.08% | 609.5% | 364.6% |
| 02/2018 | -3.21% | 0.73% | 648.9 | - | - | - | 1.08% | 644.7% | 391.3% |
| 01/2018 | 4.07% | 4.07% | 663.1 | - | - | - | 1.08% | 642.3% | 404.7% |
| 12/2017 | 1.39% | 14.87% | 630.2 | - | - | - | 1.1% | 621.7% | 380.1% |
| 11/2017 | 1.36% | 13.3% | 609.2 | - | - | - | 1.1% | 616.3% | 389.6% |
| 10/2017 | 2.16% | 11.78% | 595.2 | - | - | - | 1.1% | 570% | 357.1% |
| 09/2017 | 1.76% | 9.42% | 576.6 | - | - | - | 1.1% | 540.1% | 348.9% |
| 08/2017 | -0.51% | 7.52% | 562.8 | - | - | - | 1.1% | 538.1% | 351% |
| 07/2017 | 1.81% | 8.07% | 560.1 | - | - | - | 1.1% | 536.1% | 350.6% |
| 06/2017 | -0.24% | 6.15% | 537.6 | - | - | - | 1.1% | 508.7% | 337.6% |
| 05/2017 | 1.66% | 6.41% | 535.6 | - | - | - | 1.1% | 514.7% | 335.1% |
| 04/2017 | 1.14% | 4.67% | 517.4 | - | - | - | 1.1% | 485.9% | 338.4% |
| 03/2017 | 0.5% | 3.49% | 507.3 | - | - | - | 1.1% | 482.8% | 335.2% |
| 02/2017 | 2.22% | 2.98% | 499 | - | - | - | 1.1% | 479.3% | 336.6% |
| 01/2017 | 0.74% | 0.74% | 487.5 | - | - | - | 1.1% | 476.3% | 344% |
| 12/2016 | 1.79% | 2.85% | 482.1 | - | - | - | 0.99% | 469.6% | 309.1% |
| 11/2016 | 2.05% | 1.04% | 470.7 | - | - | - | 0.99% | 450.1% | 303.3% |
| 10/2016 | -0.33% | -0.99% | 459.9 | - | - | - | 0.99% | 443.9% | 286.9% |
| 09/2016 | -0.44% | -0.66% | 459.7 | - | - | - | 0.99% | 454.6% | 285.3% |
| 08/2016 | 0.58% | -0.22% | 459.2 | - | - | - | 0.99% | 439.9% | 279.8% |
| 07/2016 | 4.56% | -0.8% | 453 | - | - | - | 0.99% | 435.7% | 271.8% |
| 06/2016 | -2.59% | -5.12% | 432 | - | - | - | 0.99% | 420% | 267.6% |
| 05/2016 | 1.8% | -2.6% | 442.2 | - | - | - | 0.99% | 406.4% | 242.2% |
| 04/2016 | 0.16% | -4.32% | 430 | - | - | - | 0.99% | 397% | 237.4% |
| 03/2016 | 2.98% | -4.48% | 358 | - | - | - | 0.99% | 321.2% | 196.1% |
| 02/2016 | -2.4% | -7.24% | 339.7 | - | - | - | 0.99% | 308.4% | 197.9% |
| 01/2016 | -4.96% | -4.96% | 344.7 | - | - | - | 0.99% | 319.3% | 205% |
| 12/2015 | -2.28% | 3.96% | 359.7 | - | - | - | 1.12% | 340.3% | 220.2% |
| 11/2015 | 0.55% | 6.38% | 363.1 | - | - | - | 1.12% | 339.2% | 216.5% |
| 10/2015 | 6% | 5.8% | 356.6 | - | - | - | 1.12% | 334.2% | 212.2% |
| 09/2015 | -4.57% | -0.19% | 333.6 | - | - | - | 1.12% | 325.2% | 199.8% |
| 08/2015 | -5.64% | 4.59% | 347.2 | - | - | - | 1.12% | 341.9% | 207.2% |
| 07/2015 | 2.84% | 10.84% | 366.1 | - | - | - | 1.12% | 349.7% | 204.5% |
| 06/2015 | -2.76% | 7.78% | 349.7 | - | - | - | 1.12% | 341.1% | 197.8% |
| 05/2015 | 1.73% | 10.84% | 353.1 | - | - | - | 1.12% | 336.2% | 187.3% |
| 04/2015 | 0.93% | 8.96% | 341.6 | - | - | - | 1.12% | 334.4% | 187.5% |
| 03/2015 | 2.42% | 7.95% | 335.4 | - | - | - | 1.12% | 326.5% | 180.1% |
| 02/2015 | 6.36% | 5.4% | 326.8 | - | - | - | 1.12% | 318.3% | 179.1% |
| 01/2015 | -0.9% | -0.9% | 302.4 | - | - | - | 1.12% | 294.2% | 165.1% |
| 12/2014 | -2.59% | 4.28% | 301.9 | - | - | - | 1.08% | 283.2% | 156.9% |
| 11/2014 | 3.29% | 7.06% | 305.6 | - | - | - | 1.08% | 302% | 172.8% |
| 10/2014 | -2.18% | 3.65% | 297 | - | - | - | 1.08% | 292.3% | 162.6% |
| 09/2014 | 1.32% | 5.96% | 289.5 | - | - | - | 1.08% | 281.9% | 146.1% |
| 08/2014 | 2.45% | 4.58% | 283.8 | - | - | - | 1.08% | 277.4% | 146% |
| 07/2014 | -1.28% | 2.07% | 275.4 | - | - | - | 1.08% | 269.1% | 133.6% |
| 06/2014 | -0.23% | 3.4% | 275.4 | - | - | - | 1.08% | 263.8% | 128.9% |
| 05/2014 | 1.65% | 3.64% | 274.5 | - | - | - | 1.08% | 264.7% | 127.4% |
| 04/2014 | -1.35% | 1.95% | 268.2 | - | - | - | 1.08% | 260.4% | 123.9% |
| 03/2014 | 2.02% | 3.35% | 270.5 | - | - | - | 1.08% | 265.3% | 125.1% |
| 02/2014 | 3.73% | 1.3% | 264.5 | - | - | - | 1.08% | 260.4% | 125.1% |
| 01/2014 | -2.34% | -2.34% | 253.1 | - | - | - | 1.08% | 233.2% | 115.3% |
| 12/2013 | 0.74% | 23.75% | 258.5 | - | - | - | 1.08% | 242.1% | 117.6% |
| 11/2013 | 2.61% | 22.84% | 256.7 | - | - | - | 1.08% | 247.4% | 114% |
| 10/2013 | 2.65% | 19.72% | 249.1 | - | - | - | 1.08% | 233.3% | 102.4% |
| 09/2013 | 5.21% | 16.63% | 240.9 | - | - | - | 1.08% | 221.5% | 99.5% |
| 08/2013 | -0.74% | 10.85% | 226.3 | - | - | - | 1.08% | 210.6% | 94.5% |
| 07/2013 | 3.59% | 11.68% | 226.8 | - | - | - | 1.08% | 209.5% | 90.9% |
| 06/2013 | -3.01% | 7.81% | 217.7 | - | - | - | 1.08% | 206.3% | 77.3% |
| 05/2013 | 4.02% | 11.16% | 221.3 | - | - | - | 1.08% | 206.7% | 69% |
| 04/2013 | 0.13% | 6.86% | 213.1 | - | - | - | 1.08% | 201.5% | 68.7% |
| 03/2013 | 1.47% | 6.72% | 210.8 | - | - | - | 1.08% | 199.4% | 65.3% |
| 02/2013 | 2.36% | 5.17% | 205.7 | - | - | - | 1.08% | 195.8% | 65.7% |
| 01/2013 | 2.75% | 2.75% | 200.2 | - | - | - | 1.08% | 192.2% | 66.9% |
| 12/2012 | -0.08% | 11.5% | 193.7 | - | - | - | 1.09% | 185.5% | 55.8% |
| 11/2012 | 3.13% | 11.59% | 193 | - | - | - | 1.09% | 188.9% | 54.1% |
| 10/2012 | 3.71% | 8.2% | 186.8 | - | - | - | 1.09% | 182.4% | 53% |
| 09/2012 | 6.08% | 4.33% | 177.3 | - | - | - | 1.09% | 175.3% | 53.5% |
| 08/2012 | 1.75% | -1.65% | 166.3 | - | - | - | 1.09% | 167.1% | 51.5% |
| 07/2012 | 0.95% | -3.34% | 162.1 | - | - | - | 1.09% | 163.4% | 53.2% |
| 06/2012 | -2.78% | -4.25% | 161.4 | - | - | - | 1.09% | 161.1% | 51.3% |
| 05/2012 | -8.36% | -1.51% | 163.8 | - | - | - | 1.09% | 162.7% | 45.6% |
| 04/2012 | 1.33% | 7.47% | 177.4 | - | - | - | 1.09% | 175% | 46.3% |
| 03/2012 | 3.23% | 6.06% | 173.1 | - | - | - | 1.09% | 174.8% | 49.4% |
| 02/2012 | -1.58% | 2.74% | 166.4 | - | - | - | 1.09% | 165.7% | 49.9% |
| 01/2012 | 4.39% | 4.39% | 166.7 | - | - | - | 1.09% | 161.7% | 46.4% |
| 12/2011 | -0.78% | -21.18% | 157.5 | - | - | - | 1.06% | 144.3% | 42.9% |
| 11/2011 | -3.36% | -20.56% | 157 | - | - | - | 1.06% | 147.8% | 41% |
| 10/2011 | 6.85% | -17.8% | 159.2 | - | - | - | 1.06% | 152.2% | 39.1% |
| 09/2011 | -5.87% | -23.07% | 144.1 | - | - | - | 1.06% | 141% | 38.7% |
| 08/2011 | -9.59% | -18.27% | 152.6 | - | - | - | 1.06% | 152.5% | 44.5% |
| 07/2011 | -1.63% | -9.6% | 168.8 | - | - | - | 1.06% | 169% | 46.7% |
| 06/2011 | -3.94% | -8.1% | 167.9 | - | - | - | 1.06% | 170.3% | 47.3% |
| 05/2011 | -3.1% | -4.33% | 175.1 | - | - | - | 1.06% | 174.6% | 51.2% |
| 04/2011 | -0.95% | -1.27% | 177.8 | - | - | - | 1.06% | 174.8% | 50.2% |
| 03/2011 | 0.86% | -0.33% | 178.6 | - | - | - | 1.06% | 176.9% | 49.2% |
| 02/2011 | -0.88% | -1.18% | 176.4 | - | - | - | 1.06% | 172.4% | 49.8% |
| 01/2011 | -0.3% | -0.3% | 174 | - | - | - | 1.06% | 161.6% | 49.1% |
| 12/2010 | 6.36% | 15.74% | 171.8 | - | - | - | 0.96% | 166.8% | 47.7% |
| 11/2010 | -1.1% | 8.82% | 160.3 | - | - | - | 0.96% | 158.1% | 44.9% |
| 10/2010 | 4.83% | 10.03% | 160 | - | - | - | 0.96% | 156.9% | 43.5% |
| 09/2010 | 6.96% | 4.96% | 148.5 | - | - | - | 0.96% | 144.5% | 38.3% |
| 08/2010 | 0.08% | -1.87% | 132.6 | - | - | - | 0.96% | 132.1% | 32.7% |
| 07/2010 | 5.62% | -1.95% | 130.6 | - | - | - | 0.96% | 129.9% | 33.5% |
| 06/2010 | -2.66% | -7.16% | 122.4 | - | - | - | 0.96% | 120.5% | 31% |
| 05/2010 | -8.86% | -4.63% | 126.6 | - | - | - | 0.96% | 127.2% | 32.7% |
| 04/2010 | -2.6% | 4.65% | 140.8 | - | - | - | 0.96% | 138.8% | 35.8% |
| 03/2010 | 4.74% | 7.44% | 142.2 | - | - | - | 0.96% | 140.2% | 33.6% |
| 02/2010 | 3.31% | 2.58% | 137.7 | - | - | - | 0.96% | 136.3% | 28.6% |
| 01/2010 | -0.71% | -0.71% | 135.1 | - | - | - | 0.96% | 133.8% | 27.2% |
| 12/2009 | 5.59% | 109.8% | 136 | - | - | - | 1.07% | - | - |
| 11/2009 | 3.98% | 98.69% | 111.8 | - | - | - | 1.07% | - | - |
| 10/2009 | 4.92% | 91.09% | 99.8 | - | - | - | 1.07% | - | - |
| 09/2009 | 3.83% | 82.13% | 99 | - | - | - | 1.07% | - | - |
| 08/2009 | 1.75% | 75.41% | 94.3 | - | - | - | 1.07% | - | - |
| 07/2009 | 11% | 72.39% | 91.6 | - | - | - | 1.07% | - | - |
| 06/2009 | 1.41% | 55.31% | 79.2 | - | - | - | 1.07% | - | - |
| 05/2009 | 10.89% | 53.15% | 77.7 | - | - | - | 1.07% | - | - |
| 04/2009 | 15.24% | 38.11% | 67 | - | - | - | 1.07% | - | - |
| 03/2009 | 10.29% | 19.84% | 56.3 | - | - | - | 1.07% | - | - |
| 02/2009 | 1.1% | 8.66% | 50.5 | - | - | - | 1.07% | - | - |
| 01/2009 | 7.48% | 7.48% | 49.1 | - | - | - | 1.07% | - | - |
| 12/2008 | -4.49% | -53.2% | 44.9 | - | - | - | 1.04% | - | - |
| 11/2008 | -8.73% | -51% | 45.4 | - | - | - | 1.04% | - | - |
| 10/2008 | -20.14% | -46.31% | 48 | - | - | - | 1.04% | - | - |
| 09/2008 | -13.84% | -32.77% | 59.2 | - | - | - | 1.04% | - | - |
| 08/2008 | -3.83% | -21.97% | 68.3 | - | - | - | 1.04% | - | - |
| 07/2008 | -4.68% | -18.86% | 70.1 | - | - | - | 1.04% | - | - |
| 06/2008 | -4.92% | -14.88% | 73.4 | - | - | - | 1.04% | - | - |
| 05/2008 | 2.98% | -10.47% | 75.3 | - | - | - | 1.04% | - | - |
| 04/2008 | 4.99% | -13.06% | 72.7 | - | - | - | 1.04% | - | - |
| 03/2008 | -9.01% | -17.2% | 68.4 | - | - | - | 1.04% | - | - |
| 02/2008 | 1.76% | -9% | 73.9 | - | - | - | 1.04% | - | - |
| 01/2008 | -10.57% | -10.57% | 72 | - | - | - | 1.04% | - | - |
| 12/2007 | 1.01% | 19.09% | 81.7 | - | - | - | 1.02% | - | - |
| 11/2007 | -4.17% | 17.9% | 79.2 | - | - | - | 1.02% | - | - |
| 10/2007 | 6.01% | 23.03% | 82.7 | - | - | - | 1.02% | - | - |
| 09/2007 | 5.6% | 16.06% | 74.3 | - | - | - | 1.02% | - | - |
| 08/2007 | -6.96% | 9.9% | 69.9 | - | - | - | 1.02% | - | - |
| 07/2007 | -1.42% | 18.12% | 74.8 | - | - | - | 1.02% | - | - |
| 06/2007 | -0.22% | 19.83% | 75.8 | - | - | - | 1.02% | - | - |
| 05/2007 | 5.03% | 20.09% | 75.2 | - | - | - | 1.02% | - | - |
| 04/2007 | 6.62% | 14.34% | 69.8 | - | - | - | 1.02% | - | - |
| 03/2007 | 2.3% | 7.24% | 64.8 | - | - | - | 1.02% | - | - |
| 02/2007 | 0.43% | 4.83% | 62.2 | - | - | - | 1.02% | - | - |
| 01/2007 | 4.38% | 4.38% | 61.4 | - | - | - | 1.02% | - | - |
| 12/2006 | -0.54% | 16.27% | 57.5 | - | - | - | 1.02% | - | - |
| 11/2006 | 3.42% | 16.9% | 56.5 | - | - | - | 1.02% | - | - |
| 10/2006 | 6.76% | 13.03% | 47.4 | - | - | - | 1.02% | - | - |
| 09/2006 | 3.13% | 5.88% | 42 | - | - | - | 1.02% | - | - |
| 08/2006 | 1.11% | 2.66% | 38.3 | - | - | - | 1.02% | - | - |
| 07/2006 | 1.28% | 1.54% | 36.7 | - | - | - | 1.02% | - | - |
| 06/2006 | -6.48% | 0.25% | 35.6 | - | - | - | 1.02% | - | - |
| 05/2006 | -1.45% | 7.2% | 39.3 | - | - | - | 1.02% | - | - |
| 04/2006 | 6.32% | 8.78% | 38.7 | - | - | - | 1.02% | - | - |
| 03/2006 | 1.2% | 2.31% | 35.9 | - | - | - | 1.02% | - | - |
| 02/2006 | -2.17% | 1.1% | 34.2 | - | - | - | 1.02% | - | - |
| 01/2006 | 3.34% | 3.34% | 35.5 | - | - | - | 1.02% | - | - |
| 12/2005 | 4.64% | 37.47% | 34.5 | - | - | - | 1% | - | - |
| 11/2005 | 4.36% | 31.38% | 32.3 | - | - | - | 1% | - | - |
| 10/2005 | 1.46% | 25.89% | 30.4 | - | - | - | 1% | - | - |
| 09/2005 | 5.78% | 24.08% | 28.9 | - | - | - | 1% | - | - |
| 08/2005 | 5.04% | 17.3% | 26.7 | - | - | - | 1% | - | - |
| 07/2005 | 5.48% | 11.67% | 25.2 | - | - | - | 1% | - | - |
| 06/2005 | -5.4% | 5.87% | 22.5 | - | - | - | 1% | - | - |
| 05/2005 | 2.61% | 11.91% | 23.9 | - | - | - | 1% | - | - |
| 04/2005 | 2.42% | 9.06% | 22.5 | - | - | - | 1% | - | - |
| 03/2005 | -1.59% | 6.49% | 21.2 | - | - | - | 1% | - | - |
| 02/2005 | 3.26% | 8.21% | 21.1 | - | - | - | 1% | - | - |
| 01/2005 | 4.79% | 4.79% | 20.1 | - | - | - | 1% | - | - |
| 12/2004 | 8.33% | 24.84% | 18.8 | - | - | - | 1.4% | - | - |
| 11/2004 | 6.56% | 15.24% | 17.3 | - | - | - | 1.4% | - | - |
| 10/2004 | -0.87% | 8.14% | 15.9 | - | - | - | 1.4% | - | - |
| 09/2004 | 1.3% | 9.09% | 15.8 | - | - | - | 1.4% | - | - |
| 08/2004 | -3.1% | 7.69% | 15.2 | - | - | - | 1.4% | - | - |
| 07/2004 | -3.01% | 11.14% | 15.7 | - | - | - | 1.4% | - | - |
| 06/2004 | 4.9% | 14.59% | 15.8 | - | - | - | 1.4% | - | - |
| 05/2004 | -0.23% | 9.23% | 14.5 | - | - | - | 1.4% | - | - |
| 04/2004 | 1.8% | 9.49% | 14 | - | - | - | 1.4% | - | - |
| 03/2004 | 1.84% | 7.55% | 13.6 | - | - | - | 1.4% | - | - |
| 02/2004 | 2.78% | 5.61% | 13.3 | - | - | - | 1.4% | - | - |
| 01/2004 | 2.75% | 2.75% | 12.5 | - | - | - | 1.4% | - | - |
| 12/2003 | 5.91% | 64.17% | 11.8 | - | - | - | 1.4% | - | - |
| 11/2003 | 7.1% | 55.01% | 9.1 | - | - | - | 1.4% | - | - |
| 10/2003 | 8.08% | 44.73% | 8.4 | - | - | - | 1.4% | - | - |
| 09/2003 | 3.91% | 33.91% | 7.4 | - | - | - | 1.4% | - | - |
| 08/2003 | -1.5% | 28.87% | 7 | - | - | - | 1.4% | - | - |
| 07/2003 | -6.21% | 30.84% | 7.3 | - | - | - | 1.4% | - | - |
| 06/2003 | 4.69% | 39.5% | 7.5 | - | - | - | 1.4% | - | - |
| 05/2003 | 10.48% | 33.25% | 6.9 | - | - | - | 1.4% | - | - |
| 04/2003 | 14.62% | 20.61% | 5.8 | - | - | - | 1.4% | - | - |
| 03/2003 | 5.08% | 5.23% | 4.9 | - | - | - | 1.4% | - | - |
| 02/2003 | 3.13% | 0.14% | 4.5 | - | - | - | 1.4% | - | - |
| 01/2003 | -2.9% | -2.9% | 4.2 | - | - | - | 1.4% | - | - |
| 12/2002 | -6.87% | -19.01% | 4.2 | - | - | - | - | - | - |
| 11/2002 | 12.64% | -13.03% | 4.4 | - | - | - | - | - | - |
| 10/2002 | -4.97% | -22.79% | 4.1 | - | - | - | - | - | - |
| 09/2002 | -7.42% | -18.75% | 4.4 | - | - | - | - | - | - |
| 08/2002 | -0.2% | -12.24% | 3.8 | - | - | - | - | - | - |
| 07/2002 | 1.73% | -12.07% | 3.7 | - | - | - | - | - | - |
| 06/2002 | -4.29% | -13.56% | 3.5 | - | - | - | - | - | - |
| 05/2002 | 3.51% | -9.69% | 3.7 | - | - | - | - | - | - |
| 04/2002 | -1.67% | -12.75% | 3.1 | - | - | - | - | - | - |
| 03/2002 | -7.22% | -11.27% | 3 | - | - | - | - | - | - |
| 02/2002 | -4.98% | -4.36% | 3 | - | - | - | - | - | - |
| 01/2002 | 0.65% | 0.65% | 2.7 | - | - | - | - | - | - |
| 12/2001 | 11.96% | 1.87% | 2.2 | - | - | - | - | - | - |
| 11/2001 | 6.04% | -9.01% | 2 | - | - | - | - | - | - |
| 10/2001 | 0.41% | -14.2% | 1.4 | - | - | - | - | - | - |
| 09/2001 | -8.14% | -14.55% | 1.3 | - | - | - | - | - | - |
| 08/2001 | -3.47% | -6.97% | 1.3 | - | - | - | - | - | - |
| 07/2001 | 4.55% | -3.63% | 1.2 | - | - | - | - | - | - |
| 06/2001 | 1.38% | -7.82% | 1.1 | - | - | - | - | - | - |
| 05/2001 | -0.75% | -9.08% | 1 | - | - | - | - | - | - |
| 04/2001 | 6.61% | -8.39% | 0.9 | - | - | - | - | - | - |
| 03/2001 | -10.87% | -14.07% | 0.8 | - | - | - | - | - | - |
| 02/2001 | -1.17% | -3.59% | 0.8 | - | - | - | - | - | - |
| 01/2001 | -2.45% | -2.45% | 0.8 | - | - | - | - | - | - |
| 12/2000 | 2.06% | 7.85% | 0.7 | - | - | - | - | - | - |
| 11/2000 | 1.56% | 5.67% | 0.6 | - | - | - | - | - | - |
| 10/2000 | -14.56% | 4.05% | 0.6 | - | - | - | - | - | - |
| 09/2000 | -4.76% | 21.78% | 0.9 | - | - | - | - | - | - |
| 08/2000 | 8.5% | 27.87% | 0.8 | - | - | - | - | - | - |
| 07/2000 | -4.03% | 17.85% | 0.8 | - | - | - | - | - | - |
| 06/2000 | 4.53% | 22.8% | 0.8 | - | - | - | - | - | - |
| 05/2000 | 6.8% | 17.48% | 0.6 | - | - | - | - | - | - |
| 04/2000 | -2.35% | 10% | 0.4 | - | - | - | - | - | - |
| 03/2000 | -10.83% | 12.64% | 0.4 | - | - | - | - | - | - |
| 02/2000 | 23.34% | 26.32% | 0.2 | - | - | - | - | - | - |
| 01/2000 | 2.42% | 2.42% | 0.1 | - | - | - | - | - | - |
| 12/1999 | 16.21% | - | 0 | - | - | - | - | - | - |
| 11/1999 | 8.74% | - | 0 | - | - | - | - | - | - |
| 10/1999 | 12.2% | - | 0 | - | - | - | - | - | - |
| 09/1999 | 0% | - | 0 | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של כלל חברה לביטוח בע"מ מניות?
ב-07/2026: -0.76% לחודש, 12.67% מתחילת השנה, 74.68% ל-3 שנים ו-78.83% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בכלל חברה לביטוח בע"מ מניות?
0.75% לשנה מהצבירה בממוצע ו-1.24% מההפקדות. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם כלל חברה לביטוח בע"מ 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.