כלל-קרן י': תשואה, דמי ניהול וסיכון
כלל-קרן י' מנוהלת על ידי , בסיווג פוליסות שהונפקו בשנים 1992-2003; 331 חודשי דיווח מ-01/1999 עד 07/2026.
תשואה 07/2026
-0.25%
מתחילת השנה
7.27%
3 שנים מצטבר
41.76%
5 שנים מצטבר
49.6%
דמי ניהול מצבירה
2.19%
לשנה
נכסים
50,255
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: 50,255 מיליון ש"ח, מקום 2 מתוך 15 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 49.6%, מקום 4 מתוך 15 בקטגוריה; ל-3 שנים: 41.76% (מקום 4 מתוך 15).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,960 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 21,513 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 2.19% לשנה (מקום 10 מתוך 15 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-35,781 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -20.8% בין 10/2007 ל-11/2008.
- סטיית תקן: 5.92; מדד שארפ: 1.13 (מקום 4 מתוך 15); חשיפה למניות 27,202.3%, לחו"ל 25,667.7%, למט"ח 9,575.2%.
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 | 15.99% | 3.64% | 8.25% | -0.75% | 19.51% | 9.01% | 14.88% | 8.49% | 9.58% | -19.1% | 36.17% | 11.68% | -5.17% | 12.04% | 12.43% | 5.88% | 3.39% | 2.64% | 8.82% | 0.04% | 12.92% | 5.75% | 16.08% | -6.26% | 6.47% | 12.65% | 16.54% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2025.
דירוג בקטגוריה פוליסות שהונפקו בשנים 1992-2003 (07/2026)
דירוג לפי הנתון בלבד, מתוך 15 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 50,255 | 2 / 15 |
| דמי ניהול מצבירה (נמוך = 1) | 2.19% | 10 / 15 |
| תשואה מתחילת השנה | 7.27% | 4 / 15 |
| תשואה 3 שנים | 41.76% | 4 / 15 |
| תשואה 5 שנים | 49.6% | 4 / 15 |
| מדד שארפ | 1.13 | 4 / 15 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הפניקס -קרן י' 37,823 מ' ש"ח
- הראל-קרן י' 27,591 מ' ש"ח
- מגדל-קרן י' 86,422 מ' ש"ח
- מנורה-קרן י' 13,092 מ' ש"ח
- כלל חברה לביטוח בע"מ מסלול בסיסי למקבלי קצבה פוליסות לפני 2004 5,850 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.25% | 7.27% | 50,255.2 | - | - | - | 2.19% | 27,202.3% | 25,667.7% |
| 06/2026 | -0.58% | 7.54% | 50,638.5 | - | - | - | 2.19% | 27,399.8% | 25,790.4% |
| 05/2026 | 2.31% | 8.17% | 51,177.8 | - | - | - | 2.19% | 26,717.2% | 23,406.9% |
| 04/2026 | 4.31% | 5.73% | 50,341.9 | - | - | - | 2.19% | 26,559.9% | 23,365.1% |
| 03/2026 | -2.42% | 1.36% | 48,737.3 | - | - | - | 2.19% | 25,200.5% | 23,619.3% |
| 02/2026 | 1.19% | 3.87% | 50,267.5 | - | - | - | 2.19% | 26,042.4% | 23,787% |
| 01/2026 | 2.65% | 2.65% | 50,231.2 | - | - | - | 2.19% | 26,166.3% | 23,271.6% |
| 12/2025 | 1.38% | 16.54% | 49,322.8 | - | - | - | 0.6% | 26,040.7% | 23,376% |
| 11/2025 | 1.38% | 14.96% | 49,143.6 | - | - | - | 0.6% | 25,734.5% | 23,516.7% |
| 10/2025 | 1.44% | 13.39% | 49,404.8 | - | - | - | 0.6% | 25,300.8% | 23,470.2% |
| 09/2025 | 2.16% | 11.78% | 49,521.1 | - | - | - | 0.6% | 25,489% | 23,899.2% |
| 08/2025 | 0.92% | 9.42% | 48,801.5 | - | - | - | 0.6% | 24,334.2% | 23,210.1% |
| 07/2025 | 0.88% | 8.42% | 48,710 | - | - | - | 0.6% | 24,362.4% | 23,794.4% |
| 06/2025 | 3.65% | 7.48% | 48,693.3 | - | - | - | 0.6% | 24,520.2% | 23,339.8% |
| 05/2025 | 2.45% | 3.69% | 47,381.6 | - | - | - | 0.6% | 23,562.1% | 23,883.7% |
| 04/2025 | 0.98% | 1.21% | 46,371.1 | - | - | - | 0.6% | 22,137% | 23,757.2% |
| 03/2025 | -1.47% | 0.23% | 46,023.9 | - | - | - | 0.6% | 22,658.9% | 23,161.6% |
| 02/2025 | 0.44% | 1.73% | 46,831.8 | - | - | - | 0.6% | 22,848.1% | 22,283.6% |
| 01/2025 | 1.28% | 1.28% | 47,006.2 | - | - | - | 0.6% | 23,007.8% | 22,887.4% |
| 12/2024 | 0.75% | 12.65% | 46,547.2 | - | - | - | 0.59% | 22,880.2% | 23,286.9% |
| 11/2024 | 2.1% | 11.81% | 46,406.3 | - | - | - | 0.59% | 23,142.1% | 23,682.4% |
| 10/2024 | 0.56% | 9.51% | 45,731.5 | - | - | - | 0.59% | 21,852.6% | 22,738.2% |
| 09/2024 | 1.42% | 8.9% | 45,533.6 | - | - | - | 0.59% | 21,785.6% | 22,539.6% |
| 08/2024 | 1.05% | 7.38% | 44,979.4 | - | - | - | 0.59% | 21,728.3% | 22,959.5% |
| 07/2024 | 1.57% | 6.26% | 44,783.9 | - | - | - | 0.59% | 20,894.6% | 23,916.3% |
| 06/2024 | 0.58% | 4.62% | 44,207.1 | - | - | - | 0.59% | 20,426.4% | 23,942% |
| 05/2024 | 1.01% | 4.01% | 43,953.3 | - | - | - | 0.59% | 20,778.2% | 23,157.8% |
| 04/2024 | -1.39% | 2.97% | 43,625.9 | - | - | - | 0.59% | 19,948.1% | 22,551.7% |
| 03/2024 | 2.31% | 4.43% | 44,479.7 | - | - | - | 0.59% | 20,919.6% | 22,938.5% |
| 02/2024 | 2.19% | 2.07% | 43,581.4 | - | - | - | 0.59% | 20,132% | 22,132.1% |
| 01/2024 | -0.12% | -0.12% | 42,835.7 | - | - | - | 0.59% | 19,029.9% | 21,152.2% |
| 12/2023 | 2.42% | 6.47% | 43,007.8 | - | - | - | 0.57% | 18,954.8% | 22,444.1% |
| 11/2023 | 2.79% | 3.96% | 42,270.3 | - | - | - | 0.57% | 18,646.7% | 22,749.7% |
| 10/2023 | -2.83% | 1.14% | 41,257.5 | - | - | - | 0.57% | 17,351.9% | 22,425.7% |
| 09/2023 | -1.2% | 4.08% | 42,555.3 | - | - | - | 0.57% | 17,486.3% | 20,814.9% |
| 08/2023 | -0.41% | 5.35% | 43,014 | - | - | - | 0.57% | 18,362.8% | 22,106.3% |
| 07/2023 | 2.03% | 5.78% | 43,293.1 | - | - | - | 0.57% | 18,899.7% | 21,937.9% |
| 06/2023 | 1.63% | 3.68% | 42,509.9 | - | - | - | 0.57% | 18,612.6% | 21,696% |
| 05/2023 | 0.46% | 2.01% | 42,049.2 | - | - | - | 0.57% | 17,613.5% | 20,116.1% |
| 04/2023 | 1.03% | 1.55% | 41,907.2 | - | - | - | 0.57% | 17,171.6% | 20,405.8% |
| 03/2023 | 0.45% | 0.51% | 41,523.5 | - | - | - | 0.57% | 16,801.8% | 20,153.7% |
| 02/2023 | -1.69% | 0.06% | 41,504.2 | - | - | - | 0.57% | 16,473.3% | 19,897.1% |
| 01/2023 | 1.78% | 1.78% | 42,283.2 | - | - | - | 0.57% | 18,057.9% | 20,379.4% |
| 12/2022 | -1.47% | -6.26% | 41,611.8 | - | - | - | 2.29% | 17,069.8% | 18,977.2% |
| 11/2022 | 0.64% | -4.86% | 42,629.6 | - | - | - | 2.29% | 17,470.1% | 18,682.4% |
| 10/2022 | 1.9% | -5.47% | 42,449.6 | - | - | - | 2.29% | 17,668.1% | 18,815.8% |
| 09/2022 | -3.95% | -7.23% | 41,681.2 | - | - | - | 2.29% | 17,881.8% | 18,278.5% |
| 08/2022 | -1.39% | -3.41% | 43,416.6 | - | - | - | 2.29% | 18,611.8% | 18,320.6% |
| 07/2022 | 3.62% | -2.05% | 44,225.6 | - | - | - | 2.29% | 19,765.5% | 19,907.4% |
| 06/2022 | -2.16% | -5.47% | 42,219.2 | - | - | - | 2.29% | 17,647.9% | 17,831.8% |
| 05/2022 | -1.95% | -3.39% | 43,451.7 | - | - | - | 2.29% | 19,764.4% | 18,992.3% |
| 04/2022 | -1.19% | -1.47% | 44,350.7 | - | - | - | 2.29% | 20,187.2% | 18,017.4% |
| 03/2022 | 0.82% | -0.28% | 45,168.6 | - | - | - | 2.29% | 21,245.2% | 18,133.1% |
| 02/2022 | 0% | -1.09% | 45,034.4 | - | - | - | 2.29% | 21,883% | 18,382.9% |
| 01/2022 | -1.09% | -1.09% | 45,080.7 | - | - | - | 2.29% | 21,922.2% | 18,557.1% |
| 12/2021 | 2.21% | 16.08% | 45,925 | - | - | - | 1.42% | 22,538.4% | 18,426.2% |
| 11/2021 | 0.1% | 13.57% | 45,188.6 | - | - | - | 1.42% | 22,001.7% | 18,406% |
| 10/2021 | 2.47% | 13.46% | 45,172.9 | - | - | - | 1.42% | 23,428.8% | 19,479.9% |
| 09/2021 | -0.57% | 10.72% | 44,101.4 | - | - | - | 1.42% | 21,128.4% | 17,728.5% |
| 08/2021 | 2.1% | 11.36% | 44,543.3 | - | - | - | 1.42% | 21,496.7% | 18,331.6% |
| 07/2021 | 0.18% | 9.07% | 43,672.8 | - | - | - | 1.42% | 21,175.3% | 18,651.9% |
| 06/2021 | 0.26% | 8.87% | 43,614.1 | - | - | - | 1.42% | 22,019.1% | 19,842.6% |
| 05/2021 | 1.99% | 8.59% | 43,936.5 | - | - | - | 1.42% | 22,068.7% | 19,193.5% |
| 04/2021 | 1.58% | 6.47% | 43,116.5 | - | - | - | 1.42% | 21,117% | 19,030.3% |
| 03/2021 | 1.94% | 4.81% | 42,494.7 | - | - | - | 1.42% | 21,419.1% | 19,482.8% |
| 02/2021 | 1.37% | 2.82% | 42,324.5 | - | - | - | 1.42% | 19,898.8% | 18,577.7% |
| 01/2021 | 1.43% | 1.43% | 41,797.8 | - | - | - | 1.42% | 19,516.7% | 19,119.9% |
| 12/2020 | 2.68% | 5.75% | 41,240.4 | - | - | - | 1.96% | 19,413% | 18,624.6% |
| 11/2020 | 5.84% | 2.99% | 40,339.5 | - | - | - | 1.96% | 18,921.8% | 18,959.1% |
| 10/2020 | 0.13% | -2.69% | 38,137 | - | - | - | 1.96% | 16,415.9% | 17,582.6% |
| 09/2020 | -1.35% | -2.82% | 38,119.4 | - | - | - | 1.96% | 16,140.2% | 17,676.9% |
| 08/2020 | 2.58% | -1.49% | 38,716.6 | - | - | - | 1.96% | 16,837.1% | 17,729.8% |
| 07/2020 | 2.27% | -3.96% | 37,777.3 | - | - | - | 1.96% | 15,779% | 17,384.8% |
| 06/2020 | -0.09% | -6.09% | 36,970.2 | - | - | - | 1.96% | 14,891.9% | 17,125.6% |
| 05/2020 | 1.26% | -6.01% | 37,287.7 | - | - | - | 1.96% | 15,091.1% | 16,502% |
| 04/2020 | 4.52% | -7.18% | 36,859.4 | - | - | - | 1.96% | 14,769.3% | 15,623.5% |
| 03/2020 | -9.06% | -11.19% | 35,306.4 | - | - | - | 1.96% | 14,177.2% | 14,965.6% |
| 02/2020 | -2.18% | -2.35% | 39,122.4 | - | - | - | 1.96% | 15,821.7% | 14,671% |
| 01/2020 | -0.17% | -0.17% | 40,043.6 | - | - | - | 1.96% | 16,855.8% | 15,664.6% |
| 12/2019 | 1.29% | 12.92% | 40,159.8 | - | - | - | 0.59% | 16,997.7% | 16,342.3% |
| 11/2019 | 0.83% | 11.49% | 39,373.7 | - | - | - | 0.59% | 17,289.6% | 17,016.7% |
| 10/2019 | 1.65% | 10.57% | 39,072.7 | - | - | - | 0.59% | 16,738% | 16,078.7% |
| 09/2019 | 0.8% | 8.77% | 38,463.2 | - | - | - | 0.59% | 15,731.6% | 15,215.1% |
| 08/2019 | -0.28% | 7.91% | 38,170.7 | - | - | - | 0.59% | 14,543.2% | 14,616.2% |
| 07/2019 | 0.58% | 8.21% | 38,559.5 | - | - | - | 0.59% | 15,389.9% | 15,392.5% |
| 06/2019 | 2.05% | 7.59% | 38,336.6 | - | - | - | 0.59% | 15,334% | 15,314.2% |
| 05/2019 | -1.32% | 5.43% | 37,595.1 | - | - | - | 0.59% | 13,566.7% | 13,755.3% |
| 04/2019 | 1.65% | 6.84% | 38,125.1 | - | - | - | 0.59% | 16,346% | 16,749.9% |
| 03/2019 | 0.83% | 5.1% | 37,546.2 | - | - | - | 0.59% | 15,166.7% | 15,911.3% |
| 02/2019 | 1.34% | 4.24% | 37,342.8 | - | - | - | 0.59% | 15,007.1% | 15,132.4% |
| 01/2019 | 2.86% | 2.86% | 36,862.4 | - | - | - | 0.59% | 14,749.9% | 15,035% |
| 12/2018 | -2.68% | 0.04% | 36,053.8 | - | - | - | 1.67% | 14,299.2% | 15,048.1% |
| 11/2018 | 0.63% | 2.8% | 37,035.6 | - | - | - | 1.67% | 14,743.7% | 14,865.7% |
| 10/2018 | -1.89% | 2.15% | 36,802.8 | - | - | - | 1.67% | 14,593.5% | 15,001.2% |
| 09/2018 | 0.33% | 4.12% | 37,518.9 | - | - | - | 1.67% | 14,575.8% | 14,586.7% |
| 08/2018 | 0.94% | 3.78% | 37,400.6 | - | - | - | 1.67% | 14,296% | 14,102.6% |
| 07/2018 | 1.32% | 2.81% | 37,065.4 | - | - | - | 1.67% | 14,693.6% | 14,834.3% |
| 06/2018 | 0.2% | 1.47% | 36,591.3 | - | - | - | 1.67% | 14,424.1% | 14,314.9% |
| 05/2018 | 0.31% | 1.27% | 36,537.2 | - | - | - | 1.67% | 13,953.8% | 14,215.9% |
| 04/2018 | 0.87% | 0.96% | 36,441.4 | - | - | - | 1.67% | 14,390% | 15,031.3% |
| 03/2018 | -0.48% | 0.09% | 36,146.1 | - | - | - | 1.67% | 13,490.5% | 13,708% |
| 02/2018 | -1.13% | 0.57% | 36,332.6 | - | - | - | 1.67% | 14,201.7% | 13,366.5% |
| 01/2018 | 1.72% | 1.72% | 36,769.2 | - | - | - | 1.67% | 13,916.2% | 13,762.5% |
| 12/2017 | 0.92% | 8.82% | 36,160.4 | - | - | - | 0.92% | 14,213.1% | 14,581.1% |
| 11/2017 | 0.84% | 7.83% | 36,088.1 | - | - | - | 0.92% | 14,953.5% | 14,498.4% |
| 10/2017 | 1.01% | 6.93% | 35,820.7 | - | - | - | 0.92% | 14,001.9% | 14,700% |
| 09/2017 | 0.59% | 5.86% | 35,494.9 | - | - | - | 0.92% | 13,424.6% | 14,642.8% |
| 08/2017 | 0.34% | 5.24% | 35,548.4 | - | - | - | 0.92% | 13,318.6% | 14,616.1% |
| 07/2017 | 1.36% | 4.88% | 36,054.2 | - | - | - | 0.92% | 13,476.6% | 14,431.8% |
| 06/2017 | -0.22% | 3.47% | 35,562.9 | - | - | - | 0.92% | 13,295.9% | 13,657.3% |
| 05/2017 | 1.13% | 3.7% | 35,747.1 | - | - | - | 0.92% | 13,782.6% | 14,058.3% |
| 04/2017 | 0.91% | 2.54% | 35,359.4 | - | - | - | 0.92% | 13,638.4% | 13,923.2% |
| 03/2017 | 0.55% | 1.62% | 35,043.7 | - | - | - | 0.92% | 13,755.2% | 14,408.9% |
| 02/2017 | 0.69% | 1.06% | 35,146.1 | - | - | - | 0.92% | 13,851.1% | 12,908.7% |
| 01/2017 | 0.37% | 0.37% | 34,915.8 | - | - | - | 0.92% | 14,028.5% | 13,235.6% |
| 12/2016 | 1.05% | 2.64% | 34,785.1 | - | - | - | 1.16% | 13,943.3% | 13,051.7% |
| 11/2016 | 0.52% | 1.57% | 34,421.3 | - | - | - | 1.16% | 12,309% | 11,500.2% |
| 10/2016 | 0.16% | 1.05% | 34,217.5 | - | - | - | 1.16% | 11,696.5% | 10,910% |
| 09/2016 | -0.52% | 0.89% | 34,113.8 | - | - | - | 1.16% | 11,771.6% | 10,664.4% |
| 08/2016 | 0.2% | 1.41% | 34,243.6 | - | - | - | 1.16% | 12,355.3% | 10,754% |
| 07/2016 | 2.05% | 1.21% | 33,904.6 | - | - | - | 1.16% | 12,268.6% | 10,515.9% |
| 06/2016 | -0.67% | -0.82% | 33,158 | - | - | - | 1.16% | 12,526.3% | 10,541.9% |
| 05/2016 | 0.96% | -0.15% | 33,219.3 | - | - | - | 1.16% | 12,113.3% | 9,994.2% |
| 04/2016 | 0.47% | -1.1% | 32,833 | - | - | - | 1.16% | 11,742.2% | 9,899.7% |
| 03/2016 | 1.18% | -1.57% | 32,658.1 | - | - | - | 1.16% | 11,844.8% | 9,877.9% |
| 02/2016 | -0.96% | -2.71% | 32,218.5 | - | - | - | 1.16% | 11,233.8% | 10,649.4% |
| 01/2016 | -1.77% | -1.77% | 32,486.8 | - | - | - | 1.16% | 12,121.1% | 11,647.2% |
| 12/2015 | -0.74% | 3.39% | 32,996.6 | - | - | - | 1.35% | 13,228% | 11,256.5% |
| 11/2015 | 0.12% | 4.16% | 33,254.5 | - | - | - | 1.35% | 13,203.7% | 11,211.8% |
| 10/2015 | 2.49% | 4.03% | 33,187.8 | - | - | - | 1.35% | 13,014.5% | 10,989.8% |
| 09/2015 | -2.08% | 1.51% | 32,347.5 | - | - | - | 1.35% | 12,557% | 10,107.1% |
| 08/2015 | -1.79% | 3.66% | 32,714.4 | - | - | - | 1.35% | 13,304.8% | 10,410.5% |
| 07/2015 | 1.65% | 5.55% | 33,317.3 | - | - | - | 1.35% | 13,925.2% | 10,993.6% |
| 06/2015 | -2.36% | 3.84% | 32,787.6 | - | - | - | 1.35% | 13,720.5% | 10,911.8% |
| 05/2015 | 0.68% | 6.35% | 33,399.5 | - | - | - | 1.35% | 14,026.9% | 11,251.8% |
| 04/2015 | 0.66% | 5.63% | 33,181.1 | - | - | - | 1.35% | 13,903.7% | 11,479.3% |
| 03/2015 | 1.1% | 4.94% | 33,126.6 | - | - | - | 1.35% | 13,860.1% | 11,503.8% |
| 02/2015 | 3.33% | 3.79% | 32,764.2 | - | - | - | 1.35% | 13,417.3% | 11,962.2% |
| 01/2015 | 0.45% | 0.45% | 31,643.2 | - | - | - | 1.35% | 12,502.1% | 11,322.7% |
| 12/2014 | -1.35% | 5.88% | 31,511.7 | - | - | - | 1.91% | 12,690.1% | 11,559.6% |
| 11/2014 | 1.34% | 7.33% | 31,862.5 | - | - | - | 1.91% | 13,412.6% | 12,216.1% |
| 10/2014 | 0.2% | 5.91% | 31,357.6 | - | - | - | 1.91% | 12,961.8% | 11,531.1% |
| 09/2014 | 0.32% | 5.7% | 31,289.9 | - | - | - | 1.91% | 12,684.9% | 11,214.9% |
| 08/2014 | 2.13% | 5.36% | 31,126.1 | - | - | - | 1.91% | 12,354.2% | 11,348.8% |
| 07/2014 | -0.44% | 3.16% | 30,359.5 | - | - | - | 1.91% | 11,506.1% | 10,040.9% |
| 06/2014 | -0.09% | 3.62% | 30,538.9 | - | - | - | 1.91% | 11,458.8% | 9,976.4% |
| 05/2014 | 1.18% | 3.71% | 30,633.5 | - | - | - | 1.91% | 11,475.8% | 9,709.1% |
| 04/2014 | -0.19% | 2.5% | 30,255.8 | - | - | - | 1.91% | 11,206% | 9,334.6% |
| 03/2014 | 1.24% | 2.7% | 30,325.8 | - | - | - | 1.91% | 11,247.3% | 9,170.2% |
| 02/2014 | 1.96% | 1.44% | 29,965.9 | - | - | - | 1.91% | 10,723.2% | 8,943.7% |
| 01/2014 | -0.51% | -0.51% | 29,405.6 | - | - | - | 1.91% | 9,526.7% | 8,313.3% |
| 12/2013 | 0.1% | 12.43% | 29,591.5 | - | - | - | 0.79% | 9,950.4% | 8,872.8% |
| 11/2013 | 1.7% | 12.32% | 29,524.7 | - | - | - | 0.79% | 9,913.6% | 7,883.5% |
| 10/2013 | 1.56% | 10.44% | 29,042.6 | - | - | - | 0.79% | 9,920.4% | 8,057.9% |
| 09/2013 | 2.7% | 8.74% | 28,583.2 | - | - | - | 0.79% | 9,894.2% | 8,490.6% |
| 08/2013 | -0.57% | 5.89% | 27,288.3 | - | - | - | 0.79% | 9,326.8% | 8,172.2% |
| 07/2013 | 2.02% | 6.49% | 27,510.9 | - | - | - | 0.79% | 9,315.6% | 7,966.7% |
| 06/2013 | -1.49% | 4.38% | 26,972.6 | - | - | - | 0.79% | 8,868% | 7,169.2% |
| 05/2013 | 1.87% | 5.96% | 27,568.6 | - | - | - | 0.79% | 9,066.2% | 6,830.5% |
| 04/2013 | 0.94% | 4.02% | 26,916.8 | - | - | - | 0.79% | 9,075.8% | 6,923.2% |
| 03/2013 | 0.65% | 3.05% | 26,711.7 | - | - | - | 0.79% | 9,492.3% | 7,310.6% |
| 02/2013 | 0.95% | 2.38% | 26,541.6 | - | - | - | 0.79% | 9,416.4% | 7,386.8% |
| 01/2013 | 1.42% | 1.42% | 26,261.9 | - | - | - | 0.79% | 9,310.6% | 7,479% |
| 12/2012 | 0.89% | 12.04% | 25,833.4 | - | - | - | 0.58% | 9,222.2% | 7,353.1% |
| 11/2012 | 1.37% | 11.06% | 25,480.5 | - | - | - | 0.58% | 9,341.8% | 6,867.6% |
| 10/2012 | 2.12% | 9.55% | 25,071.1 | - | - | - | 0.58% | 9,110% | 6,769.8% |
| 09/2012 | 2.45% | 7.28% | 24,564.3 | - | - | - | 0.58% | 9,018.5% | 6,780.9% |
| 08/2012 | 1.09% | 4.71% | 23,931.5 | - | - | - | 0.58% | 8,692.8% | 6,953.4% |
| 07/2012 | 1.66% | 3.59% | 23,670.2 | - | - | - | 0.58% | 8,558.8% | 6,869.1% |
| 06/2012 | -0.43% | 1.89% | 23,238.7 | - | - | - | 0.58% | 8,229% | 6,578.5% |
| 05/2012 | -3% | 2.33% | 23,340.1 | - | - | - | 0.58% | 7,866.2% | 5,823.6% |
| 04/2012 | 1.08% | 5.5% | 24,001.5 | - | - | - | 0.58% | 8,467.2% | 5,777.3% |
| 03/2012 | 1.1% | 4.37% | 23,687.3 | - | - | - | 0.58% | 8,478.7% | 5,954.4% |
| 02/2012 | 0.62% | 3.24% | 23,329.6 | - | - | - | 0.58% | 8,277.7% | 6,076.3% |
| 01/2012 | 2.6% | 2.6% | 23,109.4 | - | - | - | 0.58% | 8,236.7% | 5,863.9% |
| 12/2011 | 0.64% | -5.17% | 22,483.3 | - | - | - | 1.78% | 7,978.5% | 5,631.7% |
| 11/2011 | -1.86% | -5.78% | 22,180.8 | - | - | - | 1.78% | 7,786.9% | 5,553.4% |
| 10/2011 | 3.64% | -3.99% | 22,625.1 | - | - | - | 1.78% | 7,977.4% | 5,328.1% |
| 09/2011 | -2.43% | -7.36% | 21,736.3 | - | - | - | 1.78% | 7,545.7% | 5,122.3% |
| 08/2011 | -3.65% | -5.06% | 22,210.7 | - | - | - | 1.78% | 8,275.4% | 5,686% |
| 07/2011 | -0.28% | -1.46% | 23,046.8 | - | - | - | 1.78% | 8,779% | 5,959% |
| 06/2011 | -1.47% | -1.18% | 23,107.1 | - | - | - | 1.78% | 8,950.7% | 5,990.8% |
| 05/2011 | -0.73% | 0.29% | 23,388.5 | - | - | - | 1.78% | 9,048.1% | 6,054% |
| 04/2011 | -0.07% | 1.03% | 23,691.1 | - | - | - | 1.78% | 8,979.1% | 6,105.7% |
| 03/2011 | -0.2% | 1.1% | 23,703 | - | - | - | 1.78% | 9,227.3% | 6,092.2% |
| 02/2011 | 0.13% | 1.3% | 23,754.4 | - | - | - | 1.78% | 9,020.9% | 6,000.8% |
| 01/2011 | 1.17% | 1.17% | 23,715.4 | - | - | - | 1.78% | 9,407% | 6,363.3% |
| 12/2010 | 2.25% | 11.68% | 23,424.4 | - | - | - | 0.88% | 9,242.9% | 6,204% |
| 11/2010 | -0.54% | 9.22% | 22,878.5 | - | - | - | 0.88% | 8,845.4% | 5,965.1% |
| 10/2010 | 2.99% | 9.82% | 22,968.4 | - | - | - | 0.88% | 8,988.1% | 6,333% |
| 09/2010 | 2.42% | 6.63% | 22,315.5 | - | - | - | 0.88% | 8,609.2% | 6,570.7% |
| 08/2010 | 0.67% | 4.11% | 21,702 | - | - | - | 0.88% | 7,911.1% | 6,484.6% |
| 07/2010 | 2.55% | 3.42% | 21,659.5 | - | - | - | 0.88% | 7,768.6% | 5,518.9% |
| 06/2010 | -0.02% | 0.85% | 21,064.4 | - | - | - | 0.88% | 7,432.9% | 5,090.4% |
| 05/2010 | -2.73% | 0.87% | 21,106.9 | - | - | - | 0.88% | 7,567.2% | 5,172.4% |
| 04/2010 | -0.72% | 3.7% | 21,691 | - | - | - | 0.88% | 7,826.4% | 5,360.2% |
| 03/2010 | 2.15% | 4.45% | 21,810.4 | - | - | - | 0.88% | 7,845.9% | 5,135.5% |
| 02/2010 | 1.57% | 2.25% | 21,440.2 | - | - | - | 0.88% | 7,127% | 4,593.8% |
| 01/2010 | 0.67% | 0.67% | 21,091.2 | - | - | - | 0.88% | 6,924.3% | 4,316.1% |
| 12/2009 | 0.85% | 36.17% | 20,931.7 | - | - | - | 0.58% | - | - |
| 11/2009 | 2.23% | 35.02% | 20,784.9 | - | - | - | 0.58% | - | - |
| 10/2009 | 2.08% | 32.07% | 20,369 | - | - | - | 0.58% | - | - |
| 09/2009 | 1.55% | 29.38% | 19,933.5 | - | - | - | 0.58% | - | - |
| 08/2009 | 1.87% | 27.41% | 19,607.9 | - | - | - | 0.58% | - | - |
| 07/2009 | 3.92% | 25.07% | 19,303 | - | - | - | 0.58% | - | - |
| 06/2009 | 2.39% | 20.35% | 18,550.3 | - | - | - | 0.58% | - | - |
| 05/2009 | 2.48% | 17.54% | 18,144 | - | - | - | 0.58% | - | - |
| 04/2009 | 5.1% | 14.7% | 17,727.3 | - | - | - | 0.58% | - | - |
| 03/2009 | 4.3% | 9.13% | 16,870.2 | - | - | - | 0.58% | - | - |
| 02/2009 | 0.53% | 4.63% | 16,205.2 | - | - | - | 0.58% | - | - |
| 01/2009 | 4.08% | 4.08% | 16,164.6 | - | - | - | 0.58% | - | - |
| 12/2008 | 0.77% | -19.1% | 15,458.1 | - | - | - | 1.48% | - | - |
| 11/2008 | -2.82% | -19.72% | 15,266 | - | - | - | 1.48% | - | - |
| 10/2008 | -7.7% | -17.39% | 15,585.7 | - | - | - | 1.48% | - | - |
| 09/2008 | -6.04% | -10.49% | 16,872.1 | - | - | - | 1.48% | - | - |
| 08/2008 | -0.44% | -4.74% | 17,869.7 | - | - | - | 1.48% | - | - |
| 07/2008 | -0.93% | -4.32% | 17,876.6 | - | - | - | 1.48% | - | - |
| 06/2008 | -0.69% | -3.42% | 17,983.1 | - | - | - | 1.48% | - | - |
| 05/2008 | 0.93% | -2.75% | 18,048.9 | - | - | - | 1.48% | - | - |
| 04/2008 | 1.87% | -3.65% | 17,794 | - | - | - | 1.48% | - | - |
| 03/2008 | -2.74% | -5.42% | 17,389.8 | - | - | - | 1.48% | - | - |
| 02/2008 | 1.28% | -2.75% | 17,741.4 | - | - | - | 1.48% | - | - |
| 01/2008 | -3.98% | -3.98% | 17,356 | - | - | - | 1.48% | - | - |
| 12/2007 | 0.78% | 9.58% | 16,521.6 | - | - | - | 1.74% | - | - |
| 11/2007 | -2.1% | 8.73% | 16,788.7 | - | - | - | 1.74% | - | - |
| 10/2007 | 2.44% | 11.06% | 16,412 | - | - | - | 1.74% | - | - |
| 09/2007 | 1.94% | 8.42% | 16,072.2 | - | - | - | 1.74% | - | - |
| 08/2007 | -2.87% | 6.35% | 16,090.2 | - | - | - | 1.74% | - | - |
| 07/2007 | -0.4% | 9.49% | 16,083.3 | - | - | - | 1.74% | - | - |
| 06/2007 | 0.95% | 9.93% | 15,909.3 | - | - | - | 1.74% | - | - |
| 05/2007 | 2.64% | 8.9% | 15,506.9 | - | - | - | 1.74% | - | - |
| 04/2007 | 2.56% | 6.1% | 15,116.4 | - | - | - | 1.74% | - | - |
| 03/2007 | 0.5% | 3.45% | 14,968.5 | - | - | - | 1.74% | - | - |
| 02/2007 | 0.71% | 2.94% | 14,830.9 | - | - | - | 1.74% | - | - |
| 01/2007 | 2.21% | 2.21% | 14,452.9 | - | - | - | 1.74% | - | - |
| 12/2006 | -0.08% | 8.49% | 14,446.8 | - | - | - | 2.35% | - | - |
| 11/2006 | 1.28% | 8.58% | 14,233.6 | - | - | - | 2.35% | - | - |
| 10/2006 | 2.56% | 7.21% | 13,881.6 | - | - | - | 2.35% | - | - |
| 09/2006 | 0.69% | 4.53% | 13,764.1 | - | - | - | 2.35% | - | - |
| 08/2006 | 0.82% | 3.81% | 13,598.7 | - | - | - | 2.35% | - | - |
| 07/2006 | 0.75% | 2.97% | 13,458.1 | - | - | - | 2.35% | - | - |
| 06/2006 | -1.97% | 2.2% | 13,645.2 | - | - | - | 2.35% | - | - |
| 05/2006 | -0.12% | 4.26% | 13,586.1 | - | - | - | 2.35% | - | - |
| 04/2006 | 2.06% | 4.38% | 13,296.8 | - | - | - | 2.35% | - | - |
| 03/2006 | 0.71% | 2.27% | 14,539.4 | - | - | - | 2.35% | - | - |
| 02/2006 | -0.35% | 1.55% | 12,798.2 | - | - | - | 2.35% | - | - |
| 01/2006 | 1.91% | 1.91% | 12,798.2 | - | - | - | 2.35% | - | - |
| 12/2005 | 0.94% | 14.88% | 12,798.2 | - | - | - | 1.75% | - | - |
| 11/2005 | 0.58% | 13.81% | 12,459.9 | - | - | - | 1.75% | - | - |
| 10/2005 | 0.31% | 13.16% | 12,459.9 | - | - | - | 1.75% | - | - |
| 09/2005 | 2.27% | 12.81% | 12,459.9 | - | - | - | 1.75% | - | - |
| 08/2005 | 2.18% | 10.3% | 12,473.4 | - | - | - | 1.75% | - | - |
| 07/2005 | 2.68% | 7.95% | 12,473.4 | - | - | - | 1.75% | - | - |
| 06/2005 | -0.67% | 5.13% | 12,473.4 | - | - | - | 1.75% | - | - |
| 05/2005 | 1.28% | 5.84% | 12,029.1 | - | - | - | 1.75% | - | - |
| 04/2005 | 1.82% | 4.5% | 12,029.1 | - | - | - | 1.75% | - | - |
| 03/2005 | -0.07% | 2.64% | 12,029.1 | - | - | - | 1.75% | - | - |
| 02/2005 | 1.1% | 2.71% | 11,586 | - | - | - | 1.75% | - | - |
| 01/2005 | 1.59% | 1.59% | 11,586 | - | - | - | 1.75% | - | - |
| 12/2004 | 1.91% | 9.01% | 11,586 | - | - | - | 2.85% | - | - |
| 11/2004 | 1.5% | 6.97% | 10,965.7 | - | - | - | 2.85% | - | - |
| 10/2004 | 0.32% | 5.39% | 10,965.7 | - | - | - | 2.85% | - | - |
| 09/2004 | 0.7% | 5.05% | 10,965.7 | - | - | - | 2.85% | - | - |
| 08/2004 | -0.11% | 4.32% | 10,926.3 | - | - | - | 2.85% | - | - |
| 07/2004 | -0.79% | 4.44% | 10,926.3 | - | - | - | 2.85% | - | - |
| 06/2004 | 1.25% | 5.27% | 10,926.3 | - | - | - | 2.85% | - | - |
| 05/2004 | 0.74% | 3.97% | 10,532.3 | - | - | - | 2.85% | - | - |
| 04/2004 | 0.59% | 3.21% | 10,532.3 | - | - | - | 2.85% | - | - |
| 03/2004 | 1.06% | 2.6% | 10,532.3 | - | - | - | 2.85% | - | - |
| 02/2004 | 0.39% | 1.52% | 10,107 | - | - | - | 2.85% | - | - |
| 01/2004 | 1.13% | 1.13% | 10,107 | - | - | - | 2.85% | - | - |
| 12/2003 | 1.42% | 19.51% | 10,107 | - | - | - | 0.56% | - | - |
| 11/2003 | 2.11% | 17.84% | 9,367.3 | - | - | - | 0.56% | - | - |
| 10/2003 | 2.17% | 15.4% | 9,367.3 | - | - | - | 0.56% | - | - |
| 09/2003 | 1.72% | 12.95% | 9,367.3 | - | - | - | 0.56% | - | - |
| 08/2003 | 0.24% | 11.04% | 9,118.4 | - | - | - | 0.56% | - | - |
| 07/2003 | -1.01% | 10.78% | 9,118.4 | - | - | - | 0.56% | - | - |
| 06/2003 | 2.03% | 11.91% | 9,118.4 | - | - | - | 0.56% | - | - |
| 05/2003 | 3.08% | 9.68% | 8,137.8 | - | - | - | 0.56% | - | - |
| 04/2003 | 3.18% | 6.4% | 8,137.8 | - | - | - | 0.56% | - | - |
| 03/2003 | 1.87% | 3.12% | 8,137.8 | - | - | - | 0.56% | - | - |
| 02/2003 | 1.18% | 1.23% | 7,672.5 | - | - | - | 0.56% | - | - |
| 01/2003 | 0.05% | 0.05% | 7,672.5 | - | - | - | 0.56% | - | - |
| 12/2002 | -1.06% | -0.75% | 7,672.5 | - | - | - | - | - | - |
| 11/2002 | 3.38% | 0.31% | 7,340.2 | - | - | - | - | - | - |
| 10/2002 | -0.46% | -2.97% | 7,340.2 | - | - | - | - | - | - |
| 09/2002 | -1.89% | -2.52% | 7,340.2 | - | - | - | - | - | - |
| 08/2002 | 0.15% | -0.64% | 7,170.9 | - | - | - | - | - | - |
| 07/2002 | 0.91% | -0.79% | 7,170.9 | - | - | - | - | - | - |
| 06/2002 | -1.33% | -1.68% | 7,170.9 | - | - | - | - | - | - |
| 05/2002 | 1.48% | -0.36% | 6,968.5 | - | - | - | - | - | - |
| 04/2002 | -0.58% | -1.81% | 6,968.5 | - | - | - | - | - | - |
| 03/2002 | -2.02% | -1.24% | 6,968.5 | - | - | - | - | - | - |
| 02/2002 | -0.73% | 0.8% | 6,810.6 | - | - | - | - | - | - |
| 01/2002 | 1.54% | 1.54% | 6,810.6 | - | - | - | - | - | - |
| 12/2001 | 4.02% | 8.25% | 6,810.6 | - | - | - | - | - | - |
| 11/2001 | 1.55% | 4.07% | 6,150.5 | - | - | - | - | - | - |
| 10/2001 | 0.54% | 2.48% | 6,150.5 | - | - | - | - | - | - |
| 09/2001 | -1.32% | 1.93% | 6,150.5 | - | - | - | - | - | - |
| 08/2001 | -0.31% | 3.29% | 5,939 | - | - | - | - | - | - |
| 07/2001 | 0.9% | 3.61% | 5,939 | - | - | - | - | - | - |
| 06/2001 | 0.98% | 2.69% | 5,939 | - | - | - | - | - | - |
| 05/2001 | 0.83% | 1.69% | 5,473.5 | - | - | - | - | - | - |
| 04/2001 | 2.36% | 0.86% | 5,473.5 | - | - | - | - | - | - |
| 03/2001 | -1.36% | -1.47% | 5,473.5 | - | - | - | - | - | - |
| 02/2001 | 0.15% | -0.11% | 5,305.3 | - | - | - | - | - | - |
| 01/2001 | -0.26% | -0.26% | 5,305.3 | - | - | - | - | - | - |
| 12/2000 | 0.94% | 3.64% | 5,305.3 | - | - | - | - | - | - |
| 11/2000 | 0.41% | 2.67% | 5,188.3 | - | - | - | - | - | - |
| 10/2000 | -3.54% | 2.25% | 5,188.3 | - | - | - | - | - | - |
| 09/2000 | -0.05% | 6% | 5,188.3 | - | - | - | - | - | - |
| 08/2000 | 1.66% | 6.06% | 4,969.9 | - | - | - | - | - | - |
| 07/2000 | -0.47% | 4.33% | 4,969.9 | - | - | - | - | - | - |
| 06/2000 | 0.81% | 4.82% | 4,969.9 | - | - | - | - | - | - |
| 05/2000 | 1.63% | 3.98% | 4,634.4 | - | - | - | - | - | - |
| 04/2000 | -0.77% | 2.31% | 4,634.4 | - | - | - | - | - | - |
| 03/2000 | -0.67% | 3.1% | 4,634.4 | - | - | - | - | - | - |
| 02/2000 | 3.24% | 3.8% | 3,313.1 | - | - | - | - | - | - |
| 01/2000 | 0.54% | 0.54% | 3,313.1 | - | - | - | - | - | - |
| 12/1999 | 2.37% | - | 3,313.1 | - | - | - | - | - | - |
| 11/1999 | 2.28% | - | 3,008.2 | - | - | - | - | - | - |
| 10/1999 | 0.71% | - | 3,008.2 | - | - | - | - | - | - |
| 09/1999 | 0.9% | - | 3,008.2 | - | - | - | - | - | - |
| 08/1999 | 0.18% | - | 2,491.5 | - | - | - | - | - | - |
| 07/1999 | 1.27% | - | 2,491.5 | - | - | - | - | - | - |
| 06/1999 | 1.02% | - | 2,491.5 | - | - | - | - | - | - |
| 05/1999 | 1.1% | - | 2,347.3 | - | - | - | - | - | - |
| 04/1999 | 2.02% | - | 2,347.3 | - | - | - | - | - | - |
| 03/1999 | 2.13% | - | 2,347.3 | - | - | - | - | - | - |
| 02/1999 | 0.95% | - | 0 | - | - | - | - | - | - |
| 01/1999 | 0.03% | - | 0 | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של כלל-קרן י'?
ב-07/2026: -0.25% לחודש, 7.27% מתחילת השנה, 41.76% ל-3 שנים ו-49.6% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בכלל-קרן י'?
2.19% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם כלל-קרן י' 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.