כלל חברה לביטוח בע"מ כללי: תשואה, דמי ניהול וסיכון
כלל חברה לביטוח בע"מ כללי מנוהלת על ידי , בסיווג פוליסות שהונפקו החל משנת 2004; 271 חודשי דיווח מ-01/2004 עד 07/2026.
תשואה 07/2026
-0.26%
מתחילת השנה
7.14%
3 שנים מצטבר
40.92%
5 שנים מצטבר
47.01%
דמי ניהול מצבירה
0.89%
לשנה
נכסים
13,963
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: 13,963 מיליון ש"ח, מקום 5 מתוך 176 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 47.01%, מקום 33 מתוך 107 בקטגוריה; ל-3 שנים: 40.92% (מקום 35 מתוך 137).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,701 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 20,646 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.89% לשנה (מקום 133 מתוך 170 בקטגוריה, מהנמוך לגבוה), מההפקדות: 1.82%. על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-16,372 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -22.3% בין 10/2007 ל-11/2008.
- סטיית תקן: 5.85; מדד שארפ: 1.09 (מקום 13 מתוך 107); חשיפה למניות 7,577.2%, לחו"ל 7,819.9%, למט"ח 2,661.2%.
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 | 9.01% | 16.15% | 10.1% | 9.89% | -20.32% | 40.81% | 11.47% | -5.28% | 12.3% | 12.03% | 5.55% | 2.57% | 2.17% | 8.46% | -0.53% | 12.86% | 5.75% | 14.33% | -7.08% | 6.99% | 12.18% | 16.34% |
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) | 13,963 | 5 / 176 |
| דמי ניהול מצבירה (נמוך = 1) | 0.89% | 133 / 170 |
| תשואה מתחילת השנה | 7.14% | 25 / 172 |
| תשואה 3 שנים | 40.92% | 35 / 137 |
| תשואה 5 שנים | 47.01% | 33 / 107 |
| מדד שארפ | 1.09 | 13 / 107 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הפניקס - מסלול השקעה בניהול אישי 14,336 מ' ש"ח
- מגדל מסלול בסיסי למקבלי קצבה 13,056 מ' ש"ח
- מנורה-קרן י' חדשה 11,739 מ' ש"ח
- כלל חברה לביטוח בע"מ מסלול לבני 50 עד 60 11,546 מ' ש"ח
- הפניקס מניות 7,290 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.26% | 7.14% | 13,963.5 | - | - | - | 0.89% | 7,577.2% | 7,819.9% |
| 06/2026 | -0.63% | 7.42% | 13,928.1 | - | - | - | 0.89% | 7,557.7% | 7,766.2% |
| 05/2026 | 2.25% | 8.1% | 13,924.4 | - | - | - | 0.89% | 7,286.7% | 6,934.8% |
| 04/2026 | 4.25% | 5.72% | 13,544.1 | - | - | - | 0.89% | 7,144.5% | 6,943.5% |
| 03/2026 | -2.31% | 1.41% | 12,947.3 | - | - | - | 0.89% | 6,703.3% | 7,035.9% |
| 02/2026 | 1.22% | 3.81% | 13,244.3 | - | - | - | 0.89% | 6,881.6% | 6,941.5% |
| 01/2026 | 2.56% | 2.56% | 13,101.6 | - | - | - | 0.89% | 6,850.6% | 6,770.6% |
| 12/2025 | 1.4% | 16.34% | 12,795.4 | - | - | - | 0.92% | 6,756.9% | 6,838.1% |
| 11/2025 | 1.4% | 14.74% | 12,665.6 | - | - | - | 0.92% | 6,636.6% | 6,771.6% |
| 10/2025 | 1.45% | 13.15% | 12,549.5 | - | - | - | 0.92% | 6,459.1% | 6,676.2% |
| 09/2025 | 2.05% | 11.53% | 12,395.7 | - | - | - | 0.92% | 6,422.7% | 6,791.4% |
| 08/2025 | 0.96% | 9.29% | 12,184.8 | - | - | - | 0.92% | 6,099.8% | 6,579% |
| 07/2025 | 0.92% | 8.25% | 12,122.9 | - | - | - | 0.92% | 6,086.8% | 6,717.9% |
| 06/2025 | 3.59% | 7.27% | 12,149.4 | - | - | - | 0.92% | 6,166% | 6,578.7% |
| 05/2025 | 2.46% | 3.55% | 11,846.8 | - | - | - | 0.92% | 5,932.9% | 6,694.2% |
| 04/2025 | 0.85% | 1.06% | 11,714.4 | - | - | - | 0.92% | 5,631.5% | 6,791.4% |
| 03/2025 | -1.39% | 0.21% | 11,757.6 | - | - | - | 0.92% | 5,845.3% | 6,755.8% |
| 02/2025 | 0.39% | 1.62% | 12,080.8 | - | - | - | 0.92% | 5,942.9% | 6,599.2% |
| 01/2025 | 1.23% | 1.23% | 12,166.9 | - | - | - | 0.92% | 6,008.4% | 6,784.9% |
| 12/2024 | 0.44% | 12.18% | 12,174.7 | - | - | - | 0.83% | 6,035.7% | 6,913.1% |
| 11/2024 | 2.1% | 11.69% | 12,313.3 | - | - | - | 0.83% | 6,099.6% | 7,091.2% |
| 10/2024 | 0.48% | 9.39% | 12,211.7 | - | - | - | 0.83% | 5,823.4% | 6,885.6% |
| 09/2024 | 1.34% | 8.87% | 12,319.2 | - | - | - | 0.83% | 5,897.8% | 6,770.2% |
| 08/2024 | 1.24% | 7.43% | 12,341.3 | - | - | - | 0.83% | 5,987.7% | 6,891.3% |
| 07/2024 | 1.48% | 6.11% | 12,407.3 | - | - | - | 0.83% | 5,840.1% | 7,280.7% |
| 06/2024 | 0.61% | 4.56% | 12,408.2 | - | - | - | 0.83% | 5,810.2% | 7,293.8% |
| 05/2024 | 0.99% | 3.93% | 12,580.1 | - | - | - | 0.83% | 5,930.6% | 7,033.2% |
| 04/2024 | -1.46% | 2.91% | 12,644.3 | - | - | - | 0.83% | 5,734.8% | 6,873.2% |
| 03/2024 | 2.32% | 4.44% | 13,032.8 | - | - | - | 0.83% | 6,080.4% | 7,105.4% |
| 02/2024 | 2.17% | 2.07% | 12,955.9 | - | - | - | 0.83% | 5,920.9% | 6,945.1% |
| 01/2024 | -0.1% | -0.1% | 12,949.7 | - | - | - | 0.83% | 5,721.9% | 6,764.6% |
| 12/2023 | 2.44% | 6.99% | 13,204 | - | - | - | 0.91% | 5,783.5% | 7,108.4% |
| 11/2023 | 2.99% | 4.44% | 13,095.6 | - | - | - | 0.91% | 5,728.1% | 7,319.7% |
| 10/2023 | -2.88% | 1.41% | 12,924.8 | - | - | - | 0.91% | 5,398.9% | 7,265.5% |
| 09/2023 | -1.24% | 4.41% | 13,605 | - | - | - | 0.91% | 5,521.6% | 6,936.7% |
| 08/2023 | -0.41% | 5.72% | 13,992.8 | - | - | - | 0.91% | 5,892.3% | 7,367.3% |
| 07/2023 | 1.98% | 6.16% | 14,349.4 | - | - | - | 0.91% | 6,176.8% | 7,479.2% |
| 06/2023 | 1.7% | 4.1% | 14,322.6 | - | - | - | 0.91% | 6,189.4% | 7,388% |
| 05/2023 | 0.62% | 2.36% | 14,270.2 | - | - | - | 0.91% | 5,895% | 6,991% |
| 04/2023 | 1.06% | 1.73% | 14,363.4 | - | - | - | 0.91% | 5,790.5% | 6,939.6% |
| 03/2023 | 0.54% | 0.66% | 14,387.8 | - | - | - | 0.91% | 5,719.2% | 7,076.8% |
| 02/2023 | -1.69% | 0.12% | 14,645.1 | - | - | - | 0.91% | 5,664.3% | 6,968.2% |
| 01/2023 | 1.84% | 1.84% | 14,975.1 | - | - | - | 0.91% | 6,246.8% | 7,035.8% |
| 12/2022 | -1.48% | -7.08% | 14,796.8 | - | - | - | 0.92% | 5,908.2% | 6,477.3% |
| 11/2022 | 0.71% | -5.68% | 15,048.3 | - | - | - | 0.92% | 6,040.7% | 6,407.6% |
| 10/2022 | 1.86% | -6.35% | 14,942.6 | - | - | - | 0.92% | 6,077.6% | 6,304.3% |
| 09/2022 | -3.93% | -8.06% | 14,731.6 | - | - | - | 0.92% | 6,196.6% | 6,161.9% |
| 08/2022 | -1.13% | -4.3% | 15,289.7 | - | - | - | 0.92% | 6,376.9% | 6,197.6% |
| 07/2022 | 3.19% | -3.2% | 15,354.5 | - | - | - | 0.92% | 6,675.9% | 6,563% |
| 06/2022 | -2.08% | -6.19% | 14,760.8 | - | - | - | 0.92% | 6,054.8% | 5,937.8% |
| 05/2022 | -2.07% | -4.2% | 14,918.5 | - | - | - | 0.92% | 6,682.6% | 6,509.2% |
| 04/2022 | -1.38% | -2.18% | 14,999 | - | - | - | 0.92% | 6,821.8% | 5,978.2% |
| 03/2022 | 0.69% | -0.81% | 14,899.4 | - | - | - | 0.92% | 6,916.8% | 5,830.8% |
| 02/2022 | -0.17% | -1.49% | 14,549.1 | - | - | - | 0.92% | 6,976.3% | 5,716% |
| 01/2022 | -1.32% | -1.32% | 14,432.1 | - | - | - | 0.92% | 6,962.7% | 5,858.1% |
| 12/2021 | 1.91% | 14.33% | 14,338.9 | - | - | - | 1.03% | 6,925.2% | 5,785.5% |
| 11/2021 | -0.06% | 12.18% | 13,630.4 | - | - | - | 1.03% | 6,555.5% | 5,489.3% |
| 10/2021 | 2.52% | 12.25% | 13,120.4 | - | - | - | 1.03% | 6,753.1% | 5,613.4% |
| 09/2021 | -0.53% | 9.49% | 12,449.6 | - | - | - | 1.03% | 5,914.1% | 4,689.4% |
| 08/2021 | 1.82% | 10.08% | 12,277.6 | - | - | - | 1.03% | 5,933.2% | 4,802.9% |
| 07/2021 | -0.22% | 8.11% | 11,697.1 | - | - | - | 1.03% | 5,647% | 4,743.8% |
| 06/2021 | 0.21% | 8.35% | 11,322.9 | - | - | - | 1.03% | 5,688.7% | 4,900% |
| 05/2021 | 1.89% | 8.12% | 10,849.3 | - | - | - | 1.03% | 5,428% | 4,530.1% |
| 04/2021 | 1.53% | 6.11% | 10,287.1 | - | - | - | 1.03% | 5,033.9% | 4,374.3% |
| 03/2021 | 1.8% | 4.52% | 9,811.6 | - | - | - | 1.03% | 4,899.1% | 4,322.8% |
| 02/2021 | 1.28% | 2.67% | 9,393.5 | - | - | - | 1.03% | 4,375.2% | 3,983.6% |
| 01/2021 | 1.37% | 1.37% | 9,016.2 | - | - | - | 1.03% | 4,143.4% | 3,739.8% |
| 12/2020 | 2.67% | 5.75% | 8,721.8 | - | - | - | 1.04% | 4,056.1% | 3,614.6% |
| 11/2020 | 5.82% | 3% | 8,373.2 | - | - | - | 1.04% | 3,874.4% | 3,634% |
| 10/2020 | 0.09% | -2.67% | 7,849.3 | - | - | - | 1.04% | 3,297.5% | 3,347.6% |
| 09/2020 | -1.43% | -2.75% | 7,830.8 | - | - | - | 1.04% | 3,233.9% | 3,328.3% |
| 08/2020 | 2.63% | -1.34% | 7,938.8 | - | - | - | 1.04% | 3,369.7% | 3,361.2% |
| 07/2020 | 2.27% | -3.87% | 7,699 | - | - | - | 1.04% | 3,136.9% | 3,251.5% |
| 06/2020 | -0.14% | -6% | 7,521.7 | - | - | - | 1.04% | 2,951.2% | 3,257.4% |
| 05/2020 | 1.35% | -5.87% | 7,481 | - | - | - | 1.04% | 2,952.8% | 3,135.4% |
| 04/2020 | 4.68% | -7.13% | 7,328.5 | - | - | - | 1.04% | 2,868.8% | 2,953.8% |
| 03/2020 | -9.23% | -11.28% | 6,941.9 | - | - | - | 1.04% | 2,730.3% | 2,793.6% |
| 02/2020 | -2.14% | -2.26% | 7,802.6 | - | - | - | 1.04% | 3,081% | 2,786.9% |
| 01/2020 | -0.12% | -0.12% | 7,861.5 | - | - | - | 1.04% | 3,214.7% | 2,913.7% |
| 12/2019 | 1.18% | 12.86% | 7,705.9 | - | - | - | 1.09% | 3,206% | 3,005.8% |
| 11/2019 | 0.82% | 11.54% | 7,443.1 | - | - | - | 1.09% | 3,233.5% | 3,066.1% |
| 10/2019 | 1.64% | 10.63% | 7,249.6 | - | - | - | 1.09% | 3,071.5% | 2,877.9% |
| 09/2019 | 0.82% | 8.85% | 7,048.4 | - | - | - | 1.09% | 2,850.9% | 2,673% |
| 08/2019 | -0.25% | 7.96% | 6,927.7 | - | - | - | 1.09% | 2,607.3% | 2,511.2% |
| 07/2019 | 0.68% | 8.23% | 6,893.8 | - | - | - | 1.09% | 2,720.4% | 2,635.5% |
| 06/2019 | 2.07% | 7.5% | 6,803.3 | - | - | - | 1.09% | 2,690% | 2,551.4% |
| 05/2019 | -1.35% | 5.32% | 6,616 | - | - | - | 1.09% | 2,361.8% | 2,235.5% |
| 04/2019 | 1.66% | 6.76% | 6,667.1 | - | - | - | 1.09% | 2,825.9% | 2,750% |
| 03/2019 | 0.83% | 5.02% | 6,531.9 | - | - | - | 1.09% | 2,604.7% | 2,582.9% |
| 02/2019 | 1.23% | 4.16% | 6,446 | - | - | - | 1.09% | 2,588.9% | 2,448.1% |
| 01/2019 | 2.89% | 2.89% | 6,347.3 | - | - | - | 1.09% | 2,532.1% | 2,438.8% |
| 12/2018 | -2.79% | -0.53% | 6,137.7 | - | - | - | 1.11% | 2,425.1% | 2,435.8% |
| 11/2018 | 0.56% | 2.32% | 6,294.8 | - | - | - | 1.11% | 2,525.4% | 2,390.5% |
| 10/2018 | -2.01% | 1.75% | 6,235.6 | - | - | - | 1.11% | 2,486.5% | 2,407.8% |
| 09/2018 | 0.28% | 3.84% | 6,329.3 | - | - | - | 1.11% | 2,470% | 2,317.3% |
| 08/2018 | 0.97% | 3.55% | 6,275.8 | - | - | - | 1.11% | 2,406.9% | 2,286.2% |
| 07/2018 | 1.34% | 2.56% | 6,178.4 | - | - | - | 1.11% | 2,452.7% | 2,392.9% |
| 06/2018 | 0.12% | 1.2% | 6,078.1 | - | - | - | 1.11% | 2,400.8% | 2,303.4% |
| 05/2018 | 0.3% | 1.08% | 6,045.9 | - | - | - | 1.11% | 2,309.7% | 2,273.2% |
| 04/2018 | 0.77% | 0.78% | 6,007 | - | - | - | 1.11% | 2,363.1% | 2,364.2% |
| 03/2018 | -0.45% | 0.01% | 5,932.5 | - | - | - | 1.11% | 2,203.8% | 2,181% |
| 02/2018 | -1.23% | 0.46% | 5,925.7 | - | - | - | 1.11% | 2,313.3% | 2,062.3% |
| 01/2018 | 1.71% | 1.71% | 5,982.9 | - | - | - | 1.11% | 2,264.1% | 2,131% |
| 12/2017 | 0.83% | 8.46% | 5,853.6 | - | - | - | 1.12% | 2,307.1% | 2,210.8% |
| 11/2017 | 0.89% | 7.57% | 5,777.4 | - | - | - | 1.12% | 2,388.9% | 2,211.4% |
| 10/2017 | 1.02% | 6.62% | 5,707.6 | - | - | - | 1.12% | 2,233.1% | 2,222% |
| 09/2017 | 0.56% | 5.54% | 5,626.2 | - | - | - | 1.12% | 2,108.3% | 2,288.4% |
| 08/2017 | 0.31% | 4.96% | 5,574.7 | - | - | - | 1.12% | 2,081.1% | 2,212.9% |
| 07/2017 | 1.38% | 4.63% | 5,540.6 | - | - | - | 1.12% | 2,102.7% | 2,160% |
| 06/2017 | -0.21% | 3.21% | 5,523.8 | - | - | - | 1.12% | 1,986.2% | 1,987.6% |
| 05/2017 | 1.07% | 3.42% | 5,439 | - | - | - | 1.12% | 2,058.8% | 2,040.3% |
| 04/2017 | 0.87% | 2.33% | 5,362.6 | - | - | - | 1.12% | 2,037% | 2,013.1% |
| 03/2017 | 0.47% | 1.45% | 5,285.4 | - | - | - | 1.12% | 2,053.6% | 2,048.3% |
| 02/2017 | 0.66% | 0.97% | 5,245.8 | - | - | - | 1.12% | 2,062.4% | 1,870.4% |
| 01/2017 | 0.31% | 0.31% | 5,198.9 | - | - | - | 1.12% | 2,084.5% | 2,018.1% |
| 12/2016 | 0.99% | 2.17% | 5,160.3 | - | - | - | 1.01% | 2,068.2% | 1,903% |
| 11/2016 | 0.39% | 1.16% | 5,089 | - | - | - | 1.01% | 1,958.6% | 1,735.2% |
| 10/2016 | 0.01% | 0.77% | 5,045.1 | - | - | - | 1.01% | 1,865.1% | 1,703.7% |
| 09/2016 | -0.56% | 0.76% | 5,029.6 | - | - | - | 1.01% | 1,877.6% | 1,651.6% |
| 08/2016 | 0.07% | 1.33% | 5,039.2 | - | - | - | 1.01% | 1,833.1% | 1,536.1% |
| 07/2016 | 2.04% | 1.26% | 5,022.1 | - | - | - | 1.01% | 1,822.8% | 1,502.2% |
| 06/2016 | -0.58% | -0.77% | 4,902.2 | - | - | - | 1.01% | 1,859.1% | 1,511.4% |
| 05/2016 | 0.88% | -0.19% | 4,936.7 | - | - | - | 1.01% | 1,796.7% | 1,405% |
| 04/2016 | 0.54% | -1.06% | 4,868.4 | - | - | - | 1.01% | 1,757.1% | 1,388.1% |
| 03/2016 | 1% | -1.59% | 4,509.8 | - | - | - | 1.01% | 1,613.3% | 1,284.2% |
| 02/2016 | -0.92% | -2.56% | 4,423.1 | - | - | - | 1.01% | 1,497.2% | 1,224.9% |
| 01/2016 | -1.66% | -1.66% | 4,431.4 | - | - | - | 1.01% | 1,613.8% | 1,337.1% |
| 12/2015 | -0.87% | 2.57% | 4,476.1 | - | - | - | 1.13% | 1,769.4% | 1,447.6% |
| 11/2015 | -0.01% | 3.47% | 4,458.1 | - | - | - | 1.13% | 1,767.7% | 1,430.3% |
| 10/2015 | 2.63% | 3.48% | 4,410.3 | - | - | - | 1.13% | 1,746.3% | 1,376.1% |
| 09/2015 | -2.13% | 0.83% | 4,246.5 | - | - | - | 1.13% | 1,660.1% | 1,263.9% |
| 08/2015 | -1.94% | 3.02% | 4,313.1 | - | - | - | 1.13% | 1,760.1% | 1,312.7% |
| 07/2015 | 1.62% | 5.06% | 4,354.1 | - | - | - | 1.13% | 1,809.5% | 1,365.5% |
| 06/2015 | -2.6% | 3.39% | 4,233.8 | - | - | - | 1.13% | 1,733.1% | 1,314.5% |
| 05/2015 | 0.43% | 6.15% | 4,292.3 | - | - | - | 1.13% | 1,761% | 1,348% |
| 04/2015 | 0.61% | 5.69% | 4,221.1 | - | - | - | 1.13% | 1,736.9% | 1,370.6% |
| 03/2015 | 1.02% | 5.05% | 4,159.8 | - | - | - | 1.13% | 1,731.9% | 1,370.5% |
| 02/2015 | 3.39% | 3.99% | 4,073.7 | - | - | - | 1.13% | 1,661.5% | 1,338.5% |
| 01/2015 | 0.58% | 0.58% | 3,899.6 | - | - | - | 1.13% | 1,536.9% | 1,238.4% |
| 12/2014 | -1.5% | 5.55% | 3,847.2 | - | - | - | 1.12% | 1,533.8% | 1,252.7% |
| 11/2014 | 1.76% | 7.15% | 3,865.8 | - | - | - | 1.12% | 1,605.1% | 1,336.5% |
| 10/2014 | -0.23% | 5.3% | 3,778.3 | - | - | - | 1.12% | 1,547.9% | 1,276.3% |
| 09/2014 | 0.39% | 5.54% | 3,736.5 | - | - | - | 1.12% | 1,452.1% | 1,211.6% |
| 08/2014 | 2.1% | 5.13% | 3,694.7 | - | - | - | 1.12% | 1,427.8% | 1,214.3% |
| 07/2014 | -0.43% | 2.97% | 3,579.9 | - | - | - | 1.12% | 1,288.4% | 1,074.6% |
| 06/2014 | -0.18% | 3.41% | 3,560 | - | - | - | 1.12% | 1,291.4% | 1,041.5% |
| 05/2014 | 1.25% | 3.6% | 3,537.3 | - | - | - | 1.12% | 1,289.2% | 1,021% |
| 04/2014 | -0.16% | 2.32% | 3,468.5 | - | - | - | 1.12% | 1,246.4% | 989.3% |
| 03/2014 | 1.02% | 2.49% | 3,456.9 | - | - | - | 1.12% | 1,249.5% | 964.3% |
| 02/2014 | 1.91% | 1.45% | 3,396 | - | - | - | 1.12% | 1,169.9% | 923.2% |
| 01/2014 | -0.45% | -0.45% | 3,316.4 | - | - | - | 1.12% | 1,020.1% | 853.5% |
| 12/2013 | 0.13% | 12.03% | 3,306.4 | - | - | - | 1.13% | 1,045.8% | 915.8% |
| 11/2013 | 1.62% | 11.89% | 3,259.6 | - | - | - | 1.13% | 1,020.4% | 803.9% |
| 10/2013 | 1.64% | 10.11% | 3,187.7 | - | - | - | 1.13% | 1,022.5% | 803.9% |
| 09/2013 | 2.55% | 8.33% | 3,104.5 | - | - | - | 1.13% | 1,018.9% | 809.7% |
| 08/2013 | -0.7% | 5.64% | 2,998.6 | - | - | - | 1.13% | 963.7% | 776.3% |
| 07/2013 | 2.05% | 6.38% | 2,994 | - | - | - | 1.13% | 956.5% | 752.3% |
| 06/2013 | -1.77% | 4.24% | 2,920.1 | - | - | - | 1.13% | 909.6% | 673.4% |
| 05/2013 | 1.76% | 6.12% | 2,924.3 | - | - | - | 1.13% | 941.7% | 669.1% |
| 04/2013 | 1.3% | 4.29% | 2,850 | - | - | - | 1.13% | 919.6% | 660.1% |
| 03/2013 | 0.63% | 2.95% | 2,778.8 | - | - | - | 1.13% | 954.7% | 683% |
| 02/2013 | 1% | 2.3% | 2,733.3 | - | - | - | 1.13% | 944.4% | 701% |
| 01/2013 | 1.29% | 1.29% | 2,681 | - | - | - | 1.13% | 937.6% | 701.8% |
| 12/2012 | 0.93% | 12.3% | 2,623.6 | - | - | - | 1.14% | 926.9% | 668.4% |
| 11/2012 | 1.49% | 11.27% | 2,561.1 | - | - | - | 1.14% | 925.9% | 627% |
| 10/2012 | 1.98% | 9.64% | 2,506.2 | - | - | - | 1.14% | 864.5% | 583.1% |
| 09/2012 | 2.31% | 7.51% | 2,421.2 | - | - | - | 1.14% | 853.5% | 584.1% |
| 08/2012 | 0.69% | 5.08% | 2,340.5 | - | - | - | 1.14% | 819.3% | 604.7% |
| 07/2012 | 2.15% | 4.36% | 2,306.7 | - | - | - | 1.14% | 802.4% | 603.3% |
| 06/2012 | -0.41% | 2.16% | 2,240.9 | - | - | - | 1.14% | 773.5% | 584.9% |
| 05/2012 | -2.81% | 2.58% | 2,218.7 | - | - | - | 1.14% | 720.6% | 493.2% |
| 04/2012 | 1.17% | 5.55% | 2,258.1 | - | - | - | 1.14% | 763.7% | 496.5% |
| 03/2012 | 1.03% | 4.33% | 2,210.1 | - | - | - | 1.14% | 766% | 524.1% |
| 02/2012 | 0.57% | 3.27% | 2,160.2 | - | - | - | 1.14% | 733.9% | 527.6% |
| 01/2012 | 2.68% | 2.68% | 2,139.2 | - | - | - | 1.14% | 722% | 508.7% |
| 12/2011 | 0.63% | -5.28% | 2,043.5 | - | - | - | 1.12% | 674.8% | 494.2% |
| 11/2011 | -1.52% | -5.87% | 2,001 | - | - | - | 1.12% | 687.9% | 492.6% |
| 10/2011 | 3.02% | -4.42% | 1,988.8 | - | - | - | 1.12% | 700.5% | 449.6% |
| 09/2011 | -2.34% | -7.22% | 1,905.5 | - | - | - | 1.12% | 651% | 440.1% |
| 08/2011 | -3.48% | -4.99% | 1,924 | - | - | - | 1.12% | 717% | 479.3% |
| 07/2011 | -0.22% | -1.57% | 1,970.7 | - | - | - | 1.12% | 749.1% | 505.8% |
| 06/2011 | -1.59% | -1.35% | 1,960.3 | - | - | - | 1.12% | 752.9% | 504.3% |
| 05/2011 | -0.67% | 0.24% | 1,958.4 | - | - | - | 1.12% | 757.4% | 502.7% |
| 04/2011 | -0.04% | 0.92% | 1,933.2 | - | - | - | 1.12% | 743.7% | 496.4% |
| 03/2011 | -0.19% | 0.96% | 1,912.4 | - | - | - | 1.12% | 748.5% | 482.4% |
| 02/2011 | 0.09% | 1.15% | 1,888.5 | - | - | - | 1.12% | 717.1% | 469.8% |
| 01/2011 | 1.06% | 1.06% | 1,869 | - | - | - | 1.12% | 697.2% | 498.2% |
| 12/2010 | 1.93% | 11.47% | 1,828.5 | - | - | - | 1.09% | 713.3% | 499% |
| 11/2010 | -0.69% | 9.36% | 1,756.9 | - | - | - | 1.09% | 676.4% | 450.2% |
| 10/2010 | 2.84% | 10.12% | 1,769.8 | - | - | - | 1.09% | 680.3% | 480.1% |
| 09/2010 | 2.33% | 7.08% | 1,688.5 | - | - | - | 1.09% | 640.3% | 474.9% |
| 08/2010 | 0.67% | 4.64% | 1,636.3 | - | - | - | 1.09% | 592.1% | 534.7% |
| 07/2010 | 2.8% | 3.94% | 1,597.2 | - | - | - | 1.09% | 565.2% | 374.2% |
| 06/2010 | 0.04% | 1.11% | 1,534.2 | - | - | - | 1.09% | 535.9% | 341.7% |
| 05/2010 | -2.97% | 1.07% | 1,515.4 | - | - | - | 1.09% | 540.9% | 348.4% |
| 04/2010 | -0.43% | 4.17% | 1,540.1 | - | - | - | 1.09% | 550.9% | 359.6% |
| 03/2010 | 2.15% | 4.61% | 1,559.4 | - | - | - | 1.09% | 541.5% | 351.1% |
| 02/2010 | 1.56% | 2.41% | 1,458.5 | - | - | - | 1.09% | 488.6% | 302% |
| 01/2010 | 0.84% | 0.84% | 1,432 | - | - | - | 1.09% | 460.3% | 274.5% |
| 12/2009 | 0.82% | 40.81% | 1,412.1 | - | - | - | 1.15% | - | - |
| 11/2009 | 1.94% | 39.66% | 1,350.7 | - | - | - | 1.15% | - | - |
| 10/2009 | 2.26% | 37.01% | 1,294.7 | - | - | - | 1.15% | - | - |
| 09/2009 | 2.06% | 33.98% | 1,262.9 | - | - | - | 1.15% | - | - |
| 08/2009 | 2.11% | 31.27% | 1,219.8 | - | - | - | 1.15% | - | - |
| 07/2009 | 3.89% | 28.56% | 1,179 | - | - | - | 1.15% | - | - |
| 06/2009 | 2.86% | 23.75% | 1,118.6 | - | - | - | 1.15% | - | - |
| 05/2009 | 2.21% | 20.31% | 1,059 | - | - | - | 1.15% | - | - |
| 04/2009 | 5.78% | 17.71% | 998.3 | - | - | - | 1.15% | - | - |
| 03/2009 | 5.18% | 11.27% | 937.4 | - | - | - | 1.15% | - | - |
| 02/2009 | 0.45% | 5.79% | 870.5 | - | - | - | 1.15% | - | - |
| 01/2009 | 5.32% | 5.32% | 852.2 | - | - | - | 1.15% | - | - |
| 12/2008 | 1.18% | -20.32% | 792 | - | - | - | 1.16% | - | - |
| 11/2008 | -1.98% | -21.25% | 757.4 | - | - | - | 1.16% | - | - |
| 10/2008 | -9.88% | -19.66% | 748 | - | - | - | 1.16% | - | - |
| 09/2008 | -6.26% | -10.85% | 804.9 | - | - | - | 1.16% | - | - |
| 08/2008 | -0.47% | -4.9% | 840.5 | - | - | - | 1.16% | - | - |
| 07/2008 | -1.43% | -4.45% | 821.1 | - | - | - | 1.16% | - | - |
| 06/2008 | -0.92% | -3.06% | 808.8 | - | - | - | 1.16% | - | - |
| 05/2008 | 1.31% | -2.16% | 788.6 | - | - | - | 1.16% | - | - |
| 04/2008 | 1.76% | -3.43% | 756.7 | - | - | - | 1.16% | - | - |
| 03/2008 | -2.67% | -5.1% | 719.9 | - | - | - | 1.16% | - | - |
| 02/2008 | 1.43% | -2.5% | 716.3 | - | - | - | 1.16% | - | - |
| 01/2008 | -3.87% | -3.87% | 688.2 | - | - | - | 1.16% | - | - |
| 12/2007 | 0% | 9.89% | 694.7 | - | - | - | 1.15% | - | - |
| 11/2007 | -1.33% | 9.89% | 666.2 | - | - | - | 1.15% | - | - |
| 10/2007 | 2.89% | 11.37% | 656.3 | - | - | - | 1.15% | - | - |
| 09/2007 | 1.88% | 8.24% | 617.5 | - | - | - | 1.15% | - | - |
| 08/2007 | -3.49% | 6.24% | 587 | - | - | - | 1.15% | - | - |
| 07/2007 | -0.8% | 10.08% | 591.4 | - | - | - | 1.15% | - | - |
| 06/2007 | 0.63% | 10.97% | 574.3 | - | - | - | 1.15% | - | - |
| 05/2007 | 2.68% | 10.28% | 552.3 | - | - | - | 1.15% | - | - |
| 04/2007 | 3.43% | 7.4% | 515.6 | - | - | - | 1.15% | - | - |
| 03/2007 | 0.5% | 3.84% | 482.7 | - | - | - | 1.15% | - | - |
| 02/2007 | 0.87% | 3.32% | 462.5 | - | - | - | 1.15% | - | - |
| 01/2007 | 2.43% | 2.43% | 442.8 | - | - | - | 1.15% | - | - |
| 12/2006 | -0.05% | 10.1% | 413.9 | - | - | - | 1.17% | - | - |
| 11/2006 | 1.48% | 10.15% | 391.8 | - | - | - | 1.17% | - | - |
| 10/2006 | 2.71% | 8.55% | 323.4 | - | - | - | 1.17% | - | - |
| 09/2006 | 0.8% | 5.68% | 302.3 | - | - | - | 1.17% | - | - |
| 08/2006 | 1.07% | 4.84% | 290 | - | - | - | 1.17% | - | - |
| 07/2006 | 0.96% | 3.73% | 271 | - | - | - | 1.17% | - | - |
| 06/2006 | -1.79% | 2.75% | 255 | - | - | - | 1.17% | - | - |
| 05/2006 | -0.03% | 4.62% | 247.4 | - | - | - | 1.17% | - | - |
| 04/2006 | 2.23% | 4.65% | 231.3 | - | - | - | 1.17% | - | - |
| 03/2006 | 0.78% | 2.37% | 216.6 | - | - | - | 1.17% | - | - |
| 02/2006 | -0.21% | 1.58% | 204.4 | - | - | - | 1.17% | - | - |
| 01/2006 | 1.79% | 1.79% | 190.4 | - | - | - | 1.17% | - | - |
| 12/2005 | 0.96% | - | 166.9 | - | - | - | - | - | - |
| 11/2005 | 0.93% | - | - | - | - | - | - | - | - |
| 10/2005 | 0.59% | - | 130.3 | - | - | - | - | - | - |
| 09/2005 | 2.31% | - | 121 | - | - | - | - | - | - |
| 08/2005 | 2.59% | - | 110.1 | - | - | - | - | - | - |
| 07/2005 | 2.69% | - | 98 | - | - | - | - | - | - |
| 06/2005 | -0.67% | - | 92.8 | - | - | - | - | - | - |
| 05/2005 | 1.28% | - | - | - | - | - | - | - | - |
| 04/2005 | 1.82% | - | - | - | - | - | - | - | - |
| 03/2005 | -0.07% | - | 61.1 | - | - | - | - | - | - |
| 02/2005 | 1.1% | - | - | - | - | - | - | - | - |
| 01/2005 | 1.59% | - | - | - | - | - | - | - | - |
| 12/2004 | 1.91% | - | 29.8 | - | - | - | - | - | - |
| 11/2004 | 1.5% | - | - | - | - | - | - | - | - |
| 10/2004 | 0.32% | - | - | - | - | - | - | - | - |
| 09/2004 | 0.7% | - | 12.2 | - | - | - | - | - | - |
| 08/2004 | -0.11% | - | - | - | - | - | - | - | - |
| 07/2004 | -0.79% | - | - | - | - | - | - | - | - |
| 06/2004 | 1.25% | - | 4.2 | - | - | - | - | - | - |
| 05/2004 | 0.74% | - | - | - | - | - | - | - | - |
| 04/2004 | 0.59% | - | - | - | - | - | - | - | - |
| 03/2004 | 1.06% | - | 0.2 | - | - | - | - | - | - |
| 02/2004 | 0.39% | - | - | - | - | - | - | - | - |
| 01/2004 | 1.13% | - | - | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של כלל חברה לביטוח בע"מ כללי?
ב-07/2026: -0.26% לחודש, 7.14% מתחילת השנה, 40.92% ל-3 שנים ו-47.01% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בכלל חברה לביטוח בע"מ כללי?
0.89% לשנה מהצבירה בממוצע ו-1.82% מההפקדות. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם כלל 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.