מגדל-קרן י': תשואה, דמי ניהול וסיכון
מגדל-קרן י' מנוהלת על ידי , בסיווג פוליסות שהונפקו בשנים 1992-2003; 331 חודשי דיווח מ-01/1999 עד 07/2026.
תשואה 07/2026
0.04%
מתחילת השנה
6.26%
3 שנים מצטבר
39.22%
5 שנים מצטבר
49.42%
דמי ניהול מצבירה
2.21%
לשנה
נכסים
86,422
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: 86,422 מיליון ש"ח, מקום 1 מתוך 15 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 49.42%, מקום 5 מתוך 15 בקטגוריה; ל-3 שנים: 39.22% (מקום 7 מתוך 15).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,942 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 21,268 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 2.21% לשנה (מקום 12 מתוך 15 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-36,043 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -18.2% בין 10/2007 ל-11/2008.
- סטיית תקן: 5.27; מדד שארפ: 1.21 (מקום 3 מתוך 15); חשיפה למניות 45,487.1%, לחו"ל 44,483.2%, למט"ח 16,478.1%.
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 | 14.66% | 5.16% | 8.58% | -0.94% | 18.11% | 9.14% | 14.91% | 8.38% | 11.51% | -16.37% | 30.53% | 11.37% | -3.02% | 11.27% | 12.45% | 5.76% | 2.79% | 4.34% | 8.66% | 0.47% | 12.34% | 4.91% | 15.02% | -5.95% | 9.01% | 12.52% | 14.92% |
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) | 86,422 | 1 / 15 |
| דמי ניהול מצבירה (נמוך = 1) | 2.21% | 12 / 15 |
| תשואה מתחילת השנה | 6.26% | 7 / 15 |
| תשואה 3 שנים | 39.22% | 7 / 15 |
| תשואה 5 שנים | 49.42% | 5 / 15 |
| מדד שארפ | 1.21 | 3 / 15 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- כלל-קרן י' 50,255 מ' ש"ח
- הפניקס -קרן י' 37,823 מ' ש"ח
- הראל-קרן י' 27,591 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 | 0.04% | 6.26% | 86,421.6 | - | - | - | 2.21% | 45,487.1% | 44,483.2% |
| 06/2026 | -0.55% | 6.22% | 86,799.8 | - | - | - | 2.21% | 45,081.5% | 43,321.4% |
| 05/2026 | 1.93% | 6.81% | 87,943.3 | - | - | - | 2.21% | 45,769.2% | 41,131.4% |
| 04/2026 | 3.82% | 4.78% | 87,117.1 | - | - | - | 2.21% | 45,535.2% | 41,966.3% |
| 03/2026 | -2.25% | 0.93% | 84,320.1 | - | - | - | 2.21% | 43,698.7% | 42,336.6% |
| 02/2026 | 1.01% | 3.25% | 87,247.9 | - | - | - | 2.21% | 44,866.5% | 42,664% |
| 01/2026 | 2.22% | 2.22% | 87,157.2 | - | - | - | 2.21% | 44,498.7% | 42,348.8% |
| 12/2025 | 1.11% | 14.92% | 85,945.5 | - | - | - | 0.64% | 43,469.9% | 42,843.9% |
| 11/2025 | 1.29% | 13.66% | 86,097 | - | - | - | 0.64% | 40,840.3% | 43,052.3% |
| 10/2025 | 1.28% | 12.21% | 85,490.8 | - | - | - | 0.64% | 42,162.2% | 43,298.2% |
| 09/2025 | 1.93% | 10.79% | 85,320.2 | - | - | - | 0.64% | 41,636.1% | 44,054.3% |
| 08/2025 | 0.95% | 8.69% | 83,757.3 | - | - | - | 0.64% | 39,947.9% | 43,288.2% |
| 07/2025 | 0.82% | 7.67% | 83,626 | - | - | - | 0.64% | 39,426.6% | 43,282% |
| 06/2025 | 3.14% | 6.79% | 83,319.2 | - | - | - | 0.64% | 39,932.7% | 43,540.8% |
| 05/2025 | 2.11% | 3.54% | 81,063.5 | - | - | - | 0.64% | 38,258.7% | 44,247.3% |
| 04/2025 | 0.98% | 1.4% | 79,751.6 | - | - | - | 0.64% | 37,373.9% | 45,029.9% |
| 03/2025 | -0.97% | 0.42% | 79,175.5 | - | - | - | 0.64% | 35,659.9% | 45,628.4% |
| 02/2025 | 0.33% | 1.4% | 80,629.3 | - | - | - | 0.64% | 36,050.5% | 43,973.8% |
| 01/2025 | 1.07% | 1.07% | 80,916 | - | - | - | 0.64% | 36,382.7% | 44,395% |
| 12/2024 | 0.82% | 12.52% | 80,317.7 | - | - | - | 0.61% | 35,922.1% | 43,777.3% |
| 11/2024 | 2.06% | 11.61% | 80,038.1 | - | - | - | 0.61% | 35,523.3% | 44,370.9% |
| 10/2024 | 0.33% | 9.35% | 78,876.1 | - | - | - | 0.61% | 33,665.1% | 43,398.2% |
| 09/2024 | 1.41% | 8.99% | 78,731.1 | - | - | - | 0.61% | 33,737.5% | 44,110.2% |
| 08/2024 | 1.14% | 7.48% | 77,958.5 | - | - | - | 0.61% | 33,875.8% | 43,515.3% |
| 07/2024 | 1.2% | 6.27% | 77,177.8 | - | - | - | 0.61% | 33,065.6% | 43,450.4% |
| 06/2024 | 0.7% | 5.01% | 76,424.5 | - | - | - | 0.61% | 32,183.7% | 42,754.2% |
| 05/2024 | 1.25% | 4.28% | 76,326.5 | - | - | - | 0.61% | 32,352.7% | 41,808.4% |
| 04/2024 | -1.31% | 2.99% | 75,749.1 | - | - | - | 0.61% | 31,224.3% | 41,159.9% |
| 03/2024 | 2.37% | 4.36% | 76,966.9 | - | - | - | 0.61% | 32,675.4% | 41,951.8% |
| 02/2024 | 1.91% | 1.94% | 75,220.8 | - | - | - | 0.61% | 31,308.2% | 40,424.1% |
| 01/2024 | 0.03% | 0.03% | 74,310 | - | - | - | 0.61% | 29,871.4% | 40,126.9% |
| 12/2023 | 2.21% | 9.01% | 74,575.1 | - | - | - | 0.6% | 30,286.8% | 40,846.9% |
| 11/2023 | 2.52% | 6.65% | 73,181 | - | - | - | 0.6% | 29,437.7% | 40,652.8% |
| 10/2023 | -2.35% | 4.03% | 71,881.8 | - | - | - | 0.6% | 28,616.8% | 41,737.5% |
| 09/2023 | -1% | 6.53% | 73,735.9 | - | - | - | 0.6% | 30,516.8% | 41,199.9% |
| 08/2023 | 0.02% | 7.61% | 74,598.9 | - | - | - | 0.6% | 30,063.6% | 41,103% |
| 07/2023 | 2.16% | 7.59% | 74,818.9 | - | - | - | 0.6% | 30,592.8% | 40,647.2% |
| 06/2023 | 1.82% | 5.31% | 73,366.9 | - | - | - | 0.6% | 29,650.8% | 40,264.2% |
| 05/2023 | 0.59% | 3.43% | 72,561.3 | - | - | - | 0.6% | 29,460% | 40,272.2% |
| 04/2023 | 0.98% | 2.82% | 72,510.4 | - | - | - | 0.6% | 29,049.7% | 39,775.2% |
| 03/2023 | 0.71% | 1.82% | 71,679.8 | - | - | - | 0.6% | 29,188.3% | 40,540.3% |
| 02/2023 | -1.07% | 1.11% | 71,053.5 | - | - | - | 0.6% | 28,652% | 40,370.2% |
| 01/2023 | 2.2% | 2.2% | 72,305.1 | - | - | - | 0.6% | 29,017.5% | 39,573.8% |
| 12/2022 | -1.23% | -5.95% | 70,921.2 | - | - | - | 2.26% | 28,800.8% | 40,188.5% |
| 11/2022 | 0.91% | -4.78% | 72,155.5 | - | - | - | 2.26% | 30,069.9% | 39,942.6% |
| 10/2022 | 2.07% | -5.64% | 71,717.4 | - | - | - | 2.26% | 29,146% | 38,341.9% |
| 09/2022 | -3.59% | -7.55% | 70,262.8 | - | - | - | 2.26% | 28,473.7% | 37,609.7% |
| 08/2022 | -1.15% | -4.11% | 72,983.2 | - | - | - | 2.26% | 30,891.2% | 38,059.5% |
| 07/2022 | 2.7% | -2.99% | 73,965.4 | - | - | - | 2.26% | 31,243.2% | 39,281.4% |
| 06/2022 | -1.68% | -5.54% | 72,093.3 | - | - | - | 2.26% | 29,822.6% | 38,931.1% |
| 05/2022 | -1.54% | -3.93% | 73,338.5 | - | - | - | 2.26% | 31,537.1% | 39,490.8% |
| 04/2022 | -1.47% | -2.43% | 74,588.8 | - | - | - | 2.26% | 31,842.6% | 37,423.9% |
| 03/2022 | 0.87% | -0.97% | 75,743.3 | - | - | - | 2.26% | 33,043% | 37,957.1% |
| 02/2022 | -0.28% | -1.83% | 75,782.9 | - | - | - | 2.26% | 33,540.4% | 38,560.9% |
| 01/2022 | -1.55% | -1.55% | 76,351.4 | - | - | - | 2.26% | 34,305.4% | 39,570.4% |
| 12/2021 | 2.24% | 15.02% | 77,668.2 | - | - | - | 1.33% | 34,482.6% | 38,957% |
| 11/2021 | 0.08% | 12.5% | 76,362 | - | - | - | 1.33% | 34,058.9% | 38,719.8% |
| 10/2021 | 2.11% | 12.41% | 77,305.1 | - | - | - | 1.33% | 34,016.8% | 38,546.6% |
| 09/2021 | -0.35% | 10.09% | 75,661.4 | - | - | - | 1.33% | 34,169.1% | 39,027.2% |
| 08/2021 | 1.88% | 10.48% | 75,905.5 | - | - | - | 1.33% | 34,570.2% | 39,361.2% |
| 07/2021 | 0.25% | 8.44% | 74,569.1 | - | - | - | 1.33% | 33,856.9% | 38,818.4% |
| 06/2021 | 0.72% | 8.17% | 74,457.6 | - | - | - | 1.33% | 33,919.7% | 38,730.8% |
| 05/2021 | 1.76% | 7.4% | 74,510.4 | - | - | - | 1.33% | 33,534.3% | 37,922.4% |
| 04/2021 | 1.48% | 5.54% | 73,282.3 | - | - | - | 1.33% | 32,652.4% | 37,090.4% |
| 03/2021 | 1.89% | 4% | 72,693.8 | - | - | - | 1.33% | 31,911% | 36,751.4% |
| 02/2021 | 0.92% | 2.07% | 71,421.3 | - | - | - | 1.33% | 30,914.7% | 35,905.2% |
| 01/2021 | 1.14% | 1.14% | 70,910.5 | - | - | - | 1.33% | 29,269.8% | 34,625.8% |
| 12/2020 | 1.83% | 4.91% | 70,149.8 | - | - | - | 1.95% | 29,985.4% | 35,141.1% |
| 11/2020 | 4.82% | 3.02% | 69,192.3 | - | - | - | 1.95% | 28,526.4% | 34,199.4% |
| 10/2020 | -0.07% | -1.71% | 66,088.8 | - | - | - | 1.95% | 26,122.4% | 33,727.5% |
| 09/2020 | -1.15% | -1.64% | 66,135.3 | - | - | - | 1.95% | 25,573.5% | 33,292.3% |
| 08/2020 | 2.57% | -0.5% | 67,211.9 | - | - | - | 1.95% | 26,740.3% | 33,509.6% |
| 07/2020 | 2.33% | -2.99% | 65,588.9 | - | - | - | 1.95% | 25,119.6% | 32,200.7% |
| 06/2020 | 0.06% | -5.2% | 64,130.1 | - | - | - | 1.95% | 23,075.9% | 30,395.6% |
| 05/2020 | 1.52% | -5.26% | 64,354.5 | - | - | - | 1.95% | 23,205.2% | 29,761.9% |
| 04/2020 | 4.58% | -6.68% | 63,664.9 | - | - | - | 1.95% | 22,357% | 28,331.8% |
| 03/2020 | -8.33% | -10.76% | 60,769.1 | - | - | - | 1.95% | 20,881.8% | 26,695.2% |
| 02/2020 | -2.5% | -2.66% | 66,393.8 | - | - | - | 1.95% | 25,287% | 29,589.1% |
| 01/2020 | -0.16% | -0.16% | 68,131.4 | - | - | - | 1.95% | 26,559% | 30,169% |
| 12/2019 | 1.37% | 12.34% | 68,113.6 | - | - | - | 0.61% | 27,355.1% | 31,283.1% |
| 11/2019 | 0.87% | 10.82% | 67,189.9 | - | - | - | 0.61% | 26,032.7% | 29,547% |
| 10/2019 | 1.46% | 9.86% | 66,599.6 | - | - | - | 0.61% | 25,684.9% | 29,879% |
| 09/2019 | 0.74% | 8.28% | 65,765.1 | - | - | - | 0.61% | 23,384.6% | 27,229.5% |
| 08/2019 | -0.02% | 7.49% | 65,620.5 | - | - | - | 0.61% | 22,943.5% | 27,165.2% |
| 07/2019 | 0.28% | 7.51% | 65,691.3 | - | - | - | 0.61% | 22,773.4% | 26,541.6% |
| 06/2019 | 2.23% | 7.21% | 65,621.2 | - | - | - | 0.61% | 22,561.2% | 26,414.5% |
| 05/2019 | -1.29% | 4.87% | 64,202.7 | - | - | - | 0.61% | 22,288.2% | 26,122.4% |
| 04/2019 | 1.42% | 6.24% | 65,094.9 | - | - | - | 0.61% | 23,144.1% | 26,520% |
| 03/2019 | 0.9% | 4.75% | 64,195.5 | - | - | - | 0.61% | 22,762.2% | 27,111.1% |
| 02/2019 | 1.02% | 3.82% | 63,654.2 | - | - | - | 0.61% | 22,286.9% | 26,049% |
| 01/2019 | 2.77% | 2.77% | 63,016.6 | - | - | - | 0.61% | 23,150.6% | 26,961.2% |
| 12/2018 | -2.69% | 0.47% | 61,303.4 | - | - | - | 1.67% | 22,827.7% | 26,970.8% |
| 11/2018 | 0.58% | 3.25% | 62,996.2 | - | - | - | 1.67% | 24,000.8% | 27,374.5% |
| 10/2018 | -2.05% | 2.65% | 62,622.4 | - | - | - | 1.67% | 23,665.9% | 27,687.5% |
| 09/2018 | 0.46% | 4.8% | 63,862.5 | - | - | - | 1.67% | 23,830.3% | 27,388.8% |
| 08/2018 | 0.79% | 4.32% | 63,539.2 | - | - | - | 1.67% | 24,130.3% | 27,322.5% |
| 07/2018 | 1.18% | 3.5% | 63,444.4 | - | - | - | 1.67% | 23,811.1% | 27,386% |
| 06/2018 | 0.37% | 2.29% | 62,707.1 | - | - | - | 1.67% | 23,148.2% | 26,640% |
| 05/2018 | 0.28% | 1.92% | 62,620.2 | - | - | - | 1.67% | 24,234.7% | 26,758.1% |
| 04/2018 | 1.28% | 1.63% | 62,498.8 | - | - | - | 1.67% | 24,206.8% | 27,200.8% |
| 03/2018 | -0.42% | 0.35% | 61,704.6 | - | - | - | 1.67% | 23,720.5% | 26,371.3% |
| 02/2018 | -0.64% | 0.77% | 62,040.1 | - | - | - | 1.67% | 23,934.8% | 25,717.5% |
| 01/2018 | 1.42% | 1.42% | 62,707 | - | - | - | 1.67% | 22,626.8% | 23,832.2% |
| 12/2017 | 1.48% | 8.66% | 61,830.2 | - | - | - | 1.19% | 22,389.5% | 23,108.1% |
| 11/2017 | 0.55% | 7.08% | 61,113.2 | - | - | - | 1.19% | 22,155.2% | 22,513.3% |
| 10/2017 | 1.04% | 6.49% | 60,866.3 | - | - | - | 1.19% | 22,755.8% | 22,532.7% |
| 09/2017 | 0.5% | 5.4% | 60,253.7 | - | - | - | 1.19% | 22,785.8% | 22,488.2% |
| 08/2017 | 0.17% | 4.87% | 60,328.9 | - | - | - | 1.19% | 22,753.8% | 22,220.4% |
| 07/2017 | 1.3% | 4.69% | 60,385.1 | - | - | - | 1.19% | 23,088.8% | 22,263.7% |
| 06/2017 | -0.3% | 3.35% | 59,660.3 | - | - | - | 1.19% | 22,563.4% | 21,326.6% |
| 05/2017 | 0.89% | 3.66% | 59,897.5 | - | - | - | 1.19% | 22,761.4% | 21,608.6% |
| 04/2017 | 1.03% | 2.75% | 59,551 | - | - | - | 1.19% | 22,527.6% | 21,915.3% |
| 03/2017 | 0.59% | 1.7% | 58,895.3 | - | - | - | 1.19% | 21,711.8% | 21,443.6% |
| 02/2017 | 0.64% | 1.1% | 58,650.7 | - | - | - | 1.19% | 21,751.1% | 21,620.3% |
| 01/2017 | 0.46% | 0.46% | 58,497.9 | - | - | - | 1.19% | 22,184.2% | 21,851.9% |
| 12/2016 | 1.44% | 4.34% | 58,058.8 | - | - | - | 1.08% | 22,346.3% | 22,000.5% |
| 11/2016 | 0.37% | 2.86% | 57,270.4 | - | - | - | 1.08% | 21,316.9% | 21,631.4% |
| 10/2016 | 0.37% | 2.48% | 57,139 | - | - | - | 1.08% | 20,892.6% | 21,259.7% |
| 09/2016 | -0.41% | 2.1% | 56,732.1 | - | - | - | 1.08% | 20,866.2% | 21,032% |
| 08/2016 | 0.24% | 2.52% | 56,853.2 | - | - | - | 1.08% | 21,308.7% | 21,112.2% |
| 07/2016 | 2.07% | 2.28% | 56,917.2 | - | - | - | 1.08% | 21,219.4% | 21,154.7% |
| 06/2016 | -0.36% | 0.2% | 55,599.2 | - | - | - | 1.08% | 20,012% | 20,689.1% |
| 05/2016 | 1.12% | 0.56% | 55,732.6 | - | - | - | 1.08% | 20,426.5% | 21,866.3% |
| 04/2016 | 0.79% | -0.55% | 55,052.9 | - | - | - | 1.08% | 20,207.2% | 21,510.4% |
| 03/2016 | 1.67% | -1.33% | 54,565.6 | - | - | - | 1.08% | 20,442.5% | 21,130.2% |
| 02/2016 | -1.08% | -2.95% | 53,314 | - | - | - | 1.08% | 20,533.9% | 20,611.8% |
| 01/2016 | -1.89% | -1.89% | 53,894.6 | - | - | - | 1.08% | 21,247.3% | 21,375.9% |
| 12/2015 | -0.56% | 2.79% | 54,660 | - | - | - | 1.36% | 22,760.2% | 22,991.4% |
| 11/2015 | 0.16% | 3.37% | 55,309.3 | - | - | - | 1.36% | 22,875.7% | 23,342.5% |
| 10/2015 | 2.67% | 3.2% | 55,125.4 | - | - | - | 1.36% | 23,189% | 23,319.4% |
| 09/2015 | -2.06% | 0.52% | 53,326 | - | - | - | 1.36% | 22,822.2% | 23,404.4% |
| 08/2015 | -2.14% | 2.63% | 54,221.9 | - | - | - | 1.36% | 24,175.6% | 24,031.7% |
| 07/2015 | 1.43% | 4.88% | 55,930.7 | - | - | - | 1.36% | 25,444.8% | 24,108.6% |
| 06/2015 | -2.27% | 3.4% | 55,161 | - | - | - | 1.36% | 24,619.7% | 24,090.8% |
| 05/2015 | 0.86% | 5.8% | 56,222.3 | - | - | - | 1.36% | 25,357.2% | 24,297.6% |
| 04/2015 | 0.49% | 4.9% | 55,153 | - | - | - | 1.36% | 24,578.1% | 23,946.3% |
| 03/2015 | 0.74% | 4.39% | 54,697.9 | - | - | - | 1.36% | 24,859.8% | 23,910.6% |
| 02/2015 | 3.25% | 3.62% | 54,657.8 | - | - | - | 1.36% | 24,842.7% | 24,229.8% |
| 01/2015 | 0.36% | 0.36% | 52,927.6 | - | - | - | 1.36% | 24,009.8% | 23,395% |
| 12/2014 | -0.73% | 5.76% | 52,412.3 | - | - | - | 1.95% | 23,886.3% | 24,499.8% |
| 11/2014 | 1.23% | 6.54% | 52,903.3 | - | - | - | 1.95% | 24,432.6% | 25,397.6% |
| 10/2014 | 0.07% | 5.25% | 52,230 | - | - | - | 1.95% | 24,844% | 25,811.2% |
| 09/2014 | 0.16% | 5.17% | 52,101.2 | - | - | - | 1.95% | 24,493.4% | 24,396.7% |
| 08/2014 | 1.83% | 5.01% | 52,077 | - | - | - | 1.95% | 24,406.2% | 24,418.6% |
| 07/2014 | -0.38% | 3.12% | 51,155 | - | - | - | 1.95% | 19,583.5% | 23,040% |
| 06/2014 | 0.38% | 3.51% | 51,256 | - | - | - | 1.95% | 20,332.8% | 23,320.3% |
| 05/2014 | 1.07% | 3.12% | 51,018.6 | - | - | - | 1.95% | 20,122.8% | 21,996% |
| 04/2014 | -0.29% | 2.03% | 50,298.3 | - | - | - | 1.95% | 19,329.1% | 21,538.8% |
| 03/2014 | 0.93% | 2.32% | 50,364.3 | - | - | - | 1.95% | 19,817.8% | 21,557.2% |
| 02/2014 | 2.22% | 1.38% | 50,057.8 | - | - | - | 1.95% | 19,506.3% | 21,783.6% |
| 01/2014 | -0.82% | -0.82% | 49,515.8 | - | - | - | 1.95% | 18,674.7% | 21,044.6% |
| 12/2013 | 0.94% | 12.45% | 49,814.8 | - | - | - | 0.99% | 18,617.7% | 21,275.9% |
| 11/2013 | 1.91% | 11.41% | 49,476.4 | - | - | - | 0.99% | 18,777.4% | 20,615% |
| 10/2013 | 1.63% | 9.32% | 48,611.7 | - | - | - | 0.99% | 17,797.4% | 20,215.8% |
| 09/2013 | 2.48% | 7.57% | 48,021.1 | - | - | - | 0.99% | 17,613.9% | 19,880.3% |
| 08/2013 | -0.73% | 4.96% | 46,475.3 | - | - | - | 0.99% | 16,678.6% | 19,099.2% |
| 07/2013 | 1.89% | 5.73% | 46,666.6 | - | - | - | 0.99% | 16,345.5% | 19,030.5% |
| 06/2013 | -1.26% | 3.77% | 45,655 | - | - | - | 0.99% | 16,210.9% | 19,038.9% |
| 05/2013 | 1.54% | 5.1% | 46,489.9 | - | - | - | 0.99% | 17,159.9% | 19,576.3% |
| 04/2013 | 0.8% | 3.5% | 45,813.6 | - | - | - | 0.99% | 16,645.8% | 19,067.7% |
| 03/2013 | 0.59% | 2.68% | 45,653.8 | - | - | - | 0.99% | 17,357.1% | 17,318.6% |
| 02/2013 | 0.72% | 2.08% | 45,604.9 | - | - | - | 0.99% | 16,919.3% | 17,895.2% |
| 01/2013 | 1.35% | 1.35% | 45,208.1 | - | - | - | 0.99% | 16,714.8% | 17,777.3% |
| 12/2012 | 1.05% | 11.27% | 44,153.1 | - | - | - | 0.6% | 15,670.1% | 16,580.2% |
| 11/2012 | 0.74% | 10.11% | 43,722.4 | - | - | - | 0.6% | 15,408.2% | 16,139.9% |
| 10/2012 | 1.14% | 9.3% | 43,431.7 | - | - | - | 0.6% | 15,599.3% | 15,834.4% |
| 09/2012 | 1.72% | 8.07% | 42,846.5 | - | - | - | 0.6% | 15,284.1% | 15,111% |
| 08/2012 | 1.14% | 6.24% | 42,065.2 | - | - | - | 0.6% | 14,948.9% | 14,310.8% |
| 07/2012 | 1.76% | 5.04% | 41,446.5 | - | - | - | 0.6% | 14,250.5% | 13,790.5% |
| 06/2012 | 0.22% | 3.23% | 40,568.5 | - | - | - | 0.6% | 14,005.4% | 13,894.9% |
| 05/2012 | -2.64% | 3% | 40,459.9 | - | - | - | 0.6% | 14,722.2% | 14,723.3% |
| 04/2012 | 1.12% | 5.79% | 41,477.4 | - | - | - | 0.6% | 14,790.3% | 14,936.4% |
| 03/2012 | 0.79% | 4.62% | 40,975.1 | - | - | - | 0.6% | 13,944.2% | 14,743.3% |
| 02/2012 | 1.22% | 3.8% | 40,602.9 | - | - | - | 0.6% | 14,605% | 14,931.6% |
| 01/2012 | 2.55% | 2.55% | 40,148.7 | - | - | - | 0.6% | 14,702.4% | 14,818.2% |
| 12/2011 | 0.42% | -3.02% | 39,033.2 | - | - | - | 1.8% | 14,522.2% | 15,002.9% |
| 11/2011 | -0.64% | -3.43% | 38,878.9 | - | - | - | 1.8% | 13,913.4% | 15,252.9% |
| 10/2011 | 2.93% | -2.81% | 39,081.1 | - | - | - | 1.8% | 13,176.8% | 13,546% |
| 09/2011 | -2.8% | -5.57% | 37,812.2 | - | - | - | 1.8% | 12,208.5% | 13,685.7% |
| 08/2011 | -2.11% | -2.85% | 38,807.1 | - | - | - | 1.8% | 13,159.3% | 14,076.4% |
| 07/2011 | 0.18% | -0.76% | 39,644.6 | - | - | - | 1.8% | 13,659.3% | 14,081.1% |
| 06/2011 | -1.7% | -0.94% | 39,440.4 | - | - | - | 1.8% | 13,438.8% | 14,533.7% |
| 05/2011 | -1.19% | 0.78% | 39,930.5 | - | - | - | 1.8% | 14,201.2% | 16,318.7% |
| 04/2011 | 0.89% | 1.99% | 40,219.6 | - | - | - | 1.8% | 15,183.2% | 16,585.7% |
| 03/2011 | -0.27% | 1.09% | 39,849 | - | - | - | 1.8% | 14,504.4% | 15,958.1% |
| 02/2011 | 0.73% | 1.36% | 39,957.4 | - | - | - | 1.8% | 14,230.5% | 15,980.2% |
| 01/2011 | 0.63% | 0.63% | 39,643.9 | - | - | - | 1.8% | 14,226.5% | 15,337.5% |
| 12/2010 | 2.23% | 11.37% | 39,320.1 | - | - | - | 0.65% | 14,012.6% | 14,830.5% |
| 11/2010 | -0.34% | 8.94% | 38,468.3 | - | - | - | 0.65% | 13,114.5% | 14,798.1% |
| 10/2010 | 2.8% | 9.31% | 38,569.5 | - | - | - | 0.65% | 13,177.2% | 13,947.6% |
| 09/2010 | 2.51% | 6.33% | 37,667.7 | - | - | - | 0.65% | 12,553.1% | 13,505.2% |
| 08/2010 | 0.79% | 3.73% | 36,606.2 | - | - | - | 0.65% | 12,178.7% | 13,148.5% |
| 07/2010 | 2.09% | 2.92% | 36,340.5 | - | - | - | 0.65% | 12,186.2% | 13,373.4% |
| 06/2010 | -0.21% | 0.81% | 35,420.8 | - | - | - | 0.65% | 11,382.1% | 13,307.8% |
| 05/2010 | -2.68% | 1.02% | 35,080.9 | - | - | - | 0.65% | 12,443.2% | 14,730.7% |
| 04/2010 | 0.16% | 3.81% | 36,532.9 | - | - | - | 0.65% | 12,864.3% | 15,268.3% |
| 03/2010 | 2.63% | 3.64% | 36,545.8 | - | - | - | 0.65% | 13,037.2% | 14,618.7% |
| 02/2010 | 1.45% | 0.98% | 35,680.3 | - | - | - | 0.65% | 13,060.5% | 14,331.7% |
| 01/2010 | -0.46% | -0.46% | 35,131.6 | - | - | - | 0.65% | 12,723.5% | 13,096% |
| 12/2009 | 0.9% | 30.53% | 35,069.1 | - | - | - | 0.6% | - | - |
| 11/2009 | 3.28% | 29.36% | 34,676 | - | - | - | 0.6% | - | - |
| 10/2009 | 1.09% | 25.26% | 33,703.9 | - | - | - | 0.6% | - | - |
| 09/2009 | 2.3% | 23.9% | 33,181.2 | - | - | - | 0.6% | - | - |
| 08/2009 | 1.88% | 21.12% | 32,243.6 | - | - | - | 0.6% | - | - |
| 07/2009 | 3.6% | 18.88% | 31,697.9 | - | - | - | 0.6% | - | - |
| 06/2009 | 1.7% | 14.75% | 30,615.4 | - | - | - | 0.6% | - | - |
| 05/2009 | 2.38% | 12.83% | 29,857.3 | - | - | - | 0.6% | - | - |
| 04/2009 | 3.08% | 10.21% | 29,117.8 | - | - | - | 0.6% | - | - |
| 03/2009 | 3.13% | 6.92% | 28,083.9 | - | - | - | 0.6% | - | - |
| 02/2009 | 0.83% | 3.67% | 27,308 | - | - | - | 0.6% | - | - |
| 01/2009 | 2.82% | 2.82% | 27,323.2 | - | - | - | 0.6% | - | - |
| 12/2008 | 0.76% | -16.37% | 26,442.6 | - | - | - | 1.87% | - | - |
| 11/2008 | -2.81% | -17% | 26,118.5 | - | - | - | 1.87% | - | - |
| 10/2008 | -7.24% | -14.6% | 26,645.1 | - | - | - | 1.87% | - | - |
| 09/2008 | -4.89% | -7.94% | 28,379.6 | - | - | - | 1.87% | - | - |
| 08/2008 | -0.52% | -3.2% | 29,545.8 | - | - | - | 1.87% | - | - |
| 07/2008 | -1.11% | -2.7% | 29,810.1 | - | - | - | 1.87% | - | - |
| 06/2008 | -0.15% | -1.61% | 29,998 | - | - | - | 1.87% | - | - |
| 05/2008 | 1.51% | -1.46% | 29,852.1 | - | - | - | 1.87% | - | - |
| 04/2008 | 2.07% | -2.92% | 29,260.7 | - | - | - | 1.87% | - | - |
| 03/2008 | -2.69% | -4.89% | 28,614.3 | - | - | - | 1.87% | - | - |
| 02/2008 | 1.46% | -2.26% | 29,453.9 | - | - | - | 1.87% | - | - |
| 01/2008 | -3.67% | -3.67% | 29,064.4 | - | - | - | 1.87% | - | - |
| 12/2007 | 0.45% | 11.51% | 30,051.2 | - | - | - | 1.84% | - | - |
| 11/2007 | -1.9% | 11.01% | 29,741.2 | - | - | - | 1.84% | - | - |
| 10/2007 | 2.92% | 13.16% | 30,148.6 | - | - | - | 1.84% | - | - |
| 09/2007 | 2.21% | 9.95% | 29,279.3 | - | - | - | 1.84% | - | - |
| 08/2007 | -2.76% | 7.57% | 28,628.8 | - | - | - | 1.84% | - | - |
| 07/2007 | -0.05% | 10.62% | 29,205.5 | - | - | - | 1.84% | - | - |
| 06/2007 | 0.75% | 10.68% | 29,107.3 | - | - | - | 1.84% | - | - |
| 05/2007 | 2.47% | 9.85% | 23,621.4 | - | - | - | 1.84% | - | - |
| 04/2007 | 3.27% | 7.2% | 23,043.6 | - | - | - | 1.84% | - | - |
| 03/2007 | 0.57% | 3.81% | 22,339 | - | - | - | 1.84% | - | - |
| 02/2007 | 0.97% | 3.22% | 22,175.7 | - | - | - | 1.84% | - | - |
| 01/2007 | 2.23% | 2.23% | 21,946.1 | - | - | - | 1.84% | - | - |
| 12/2006 | 0.85% | 8.38% | 21,440.3 | - | - | - | 2.49% | - | - |
| 11/2006 | 1.22% | 7.47% | 21,272.6 | - | - | - | 2.49% | - | - |
| 10/2006 | 2.65% | 6.18% | 20,921.6 | - | - | - | 2.49% | - | - |
| 09/2006 | 0.57% | 3.43% | 20,497.6 | - | - | - | 2.49% | - | - |
| 08/2006 | 0.9% | 2.85% | 20,270.7 | - | - | - | 2.49% | - | - |
| 07/2006 | 0.77% | 1.93% | 20,010.4 | - | - | - | 2.49% | - | - |
| 06/2006 | -2.32% | 1.15% | 20,017 | - | - | - | 2.49% | - | - |
| 05/2006 | -0.39% | 3.55% | 20,090.9 | - | - | - | 2.49% | - | - |
| 04/2006 | 1.64% | 3.96% | 19,224 | - | - | - | 2.49% | - | - |
| 03/2006 | 0.44% | 2.28% | 19,703.1 | - | - | - | 2.49% | - | - |
| 02/2006 | -0.26% | 1.83% | 19,104.6 | - | - | - | 2.49% | - | - |
| 01/2006 | 2.1% | 2.1% | 19,104.6 | - | - | - | 2.49% | - | - |
| 12/2005 | 1.26% | 14.91% | 19,104.6 | - | - | - | 1.8% | - | - |
| 11/2005 | 0.91% | 13.48% | 18,504.8 | - | - | - | 1.8% | - | - |
| 10/2005 | -0.01% | 12.46% | 18,504.8 | - | - | - | 1.8% | - | - |
| 09/2005 | 2.44% | 12.47% | 18,504.8 | - | - | - | 1.8% | - | - |
| 08/2005 | 1.7% | 9.79% | 17,203.1 | - | - | - | 1.8% | - | - |
| 07/2005 | 2.6% | 7.96% | 17,203.1 | - | - | - | 1.8% | - | - |
| 06/2005 | -0.35% | 5.22% | 17,203.1 | - | - | - | 1.8% | - | - |
| 05/2005 | 1.72% | 5.59% | 16,553 | - | - | - | 1.8% | - | - |
| 04/2005 | 1.26% | 3.81% | 16,553 | - | - | - | 1.8% | - | - |
| 03/2005 | -0.07% | 2.51% | 16,553 | - | - | - | 1.8% | - | - |
| 02/2005 | 1.27% | 2.59% | 15,941.4 | - | - | - | 1.8% | - | - |
| 01/2005 | 1.3% | 1.3% | 15,941.4 | - | - | - | 1.8% | - | - |
| 12/2004 | 1.81% | 9.14% | 15,941.4 | - | - | - | 2.61% | - | - |
| 11/2004 | 1.63% | 7.2% | 15,191.8 | - | - | - | 2.61% | - | - |
| 10/2004 | 0.15% | 5.48% | 15,191.8 | - | - | - | 2.61% | - | - |
| 09/2004 | 0.97% | 5.33% | 15,191.8 | - | - | - | 2.61% | - | - |
| 08/2004 | 0.02% | 4.31% | 14,856.8 | - | - | - | 2.61% | - | - |
| 07/2004 | -0.88% | 4.29% | 14,856.8 | - | - | - | 2.61% | - | - |
| 06/2004 | 1.45% | 5.22% | 14,856.8 | - | - | - | 2.61% | - | - |
| 05/2004 | 0.71% | 3.72% | 14,255.9 | - | - | - | 2.61% | - | - |
| 04/2004 | -0.07% | 2.98% | 14,255.9 | - | - | - | 2.61% | - | - |
| 03/2004 | 1.27% | 3.06% | 14,255.9 | - | - | - | 2.61% | - | - |
| 02/2004 | 0.29% | 1.76% | 13,632.5 | - | - | - | 2.61% | - | - |
| 01/2004 | 1.47% | 1.47% | 13,632.5 | - | - | - | 2.61% | - | - |
| 12/2003 | 1.46% | 18.11% | 13,632.5 | - | - | - | 0.6% | - | - |
| 11/2003 | 1.52% | 16.41% | 12,762.3 | - | - | - | 0.6% | - | - |
| 10/2003 | 2.21% | 14.67% | 12,762.3 | - | - | - | 0.6% | - | - |
| 09/2003 | 1.8% | 12.19% | 12,762.3 | - | - | - | 0.6% | - | - |
| 08/2003 | 0.17% | 10.2% | 12,431.9 | - | - | - | 0.6% | - | - |
| 07/2003 | -1.05% | 10.02% | 12,431.9 | - | - | - | 0.6% | - | - |
| 06/2003 | 1.8% | 11.18% | 12,431.9 | - | - | - | 0.6% | - | - |
| 05/2003 | 2.85% | 9.22% | 11,291.2 | - | - | - | 0.6% | - | - |
| 04/2003 | 3.19% | 6.19% | 11,291.2 | - | - | - | 0.6% | - | - |
| 03/2003 | 1.91% | 2.91% | 11,291.2 | - | - | - | 0.6% | - | - |
| 02/2003 | 0.93% | 0.98% | 10,673.4 | - | - | - | 0.6% | - | - |
| 01/2003 | 0.05% | 0.05% | 10,673.4 | - | - | - | 0.6% | - | - |
| 12/2002 | -1.01% | -0.94% | 10,673.4 | - | - | - | - | - | - |
| 11/2002 | 3.04% | 0.07% | 10,205.2 | - | - | - | - | - | - |
| 10/2002 | -0.64% | -2.88% | 10,205.2 | - | - | - | - | - | - |
| 09/2002 | -1.78% | -2.25% | 10,205.2 | - | - | - | - | - | - |
| 08/2002 | 0.22% | -0.48% | 9,965.4 | - | - | - | - | - | - |
| 07/2002 | 0.42% | -0.7% | 9,965.4 | - | - | - | - | - | - |
| 06/2002 | -1.11% | -1.12% | 9,965.4 | - | - | - | - | - | - |
| 05/2002 | 1.51% | -0.01% | 9,541.7 | - | - | - | - | - | - |
| 04/2002 | -0.3% | -1.49% | 9,541.7 | - | - | - | - | - | - |
| 03/2002 | -0.94% | -1.2% | 9,541.7 | - | - | - | - | - | - |
| 02/2002 | -1.17% | -0.26% | 9,306.4 | - | - | - | - | - | - |
| 01/2002 | 0.92% | 0.92% | 9,306.4 | - | - | - | - | - | - |
| 12/2001 | 4.1% | 8.58% | 9,306.4 | - | - | - | - | - | - |
| 11/2001 | 1.87% | 4.3% | 8,453.8 | - | - | - | - | - | - |
| 10/2001 | 0.6% | 2.38% | 8,453.8 | - | - | - | - | - | - |
| 09/2001 | -1.63% | 1.77% | 8,453.8 | - | - | - | - | - | - |
| 08/2001 | -0.53% | 3.46% | 8,117.2 | - | - | - | - | - | - |
| 07/2001 | 1.83% | 4.01% | 8,117.2 | - | - | - | - | - | - |
| 06/2001 | 0.93% | 2.14% | 8,117.2 | - | - | - | - | - | - |
| 05/2001 | 0.68% | 1.2% | 7,490.4 | - | - | - | - | - | - |
| 04/2001 | 2.01% | 0.52% | 7,490.4 | - | - | - | - | - | - |
| 03/2001 | -1.41% | -1.46% | 7,490.4 | - | - | - | - | - | - |
| 02/2001 | 0.57% | -0.05% | 7,230.4 | - | - | - | - | - | - |
| 01/2001 | -0.62% | -0.62% | 7,230.4 | - | - | - | - | - | - |
| 12/2000 | 0.92% | 5.16% | 7,230.4 | - | - | - | - | - | - |
| 11/2000 | 0.75% | 4.2% | 6,938.9 | - | - | - | - | - | - |
| 10/2000 | -2.69% | 3.42% | 6,938.9 | - | - | - | - | - | - |
| 09/2000 | 0.02% | 6.28% | 6,938.9 | - | - | - | - | - | - |
| 08/2000 | 1.74% | 6.26% | 6,598.2 | - | - | - | - | - | - |
| 07/2000 | -0.49% | 4.44% | 6,598.2 | - | - | - | - | - | - |
| 06/2000 | 0.7% | 4.96% | 6,598.2 | - | - | - | - | - | - |
| 05/2000 | 1.98% | 4.23% | 6,189.1 | - | - | - | - | - | - |
| 04/2000 | -0.53% | 2.2% | 6,189.1 | - | - | - | - | - | - |
| 03/2000 | -0.17% | 2.75% | 6,189.1 | - | - | - | - | - | - |
| 02/2000 | 2.32% | 2.92% | 3,525.1 | - | - | - | - | - | - |
| 01/2000 | 0.59% | 0.59% | 3,525.1 | - | - | - | - | - | - |
| 12/1999 | 2.34% | - | 3,525.1 | - | - | - | - | - | - |
| 11/1999 | 2.13% | - | 3,221 | - | - | - | - | - | - |
| 10/1999 | 0.9% | - | 3,221 | - | - | - | - | - | - |
| 09/1999 | 1.05% | - | 3,221 | - | - | - | - | - | - |
| 08/1999 | 0.19% | - | 3,009.9 | - | - | - | - | - | - |
| 07/1999 | 0.67% | - | 3,009.9 | - | - | - | - | - | - |
| 06/1999 | 0.94% | - | 3,009.9 | - | - | - | - | - | - |
| 05/1999 | 0.94% | - | 2,766.2 | - | - | - | - | - | - |
| 04/1999 | 1.52% | - | 2,766.2 | - | - | - | - | - | - |
| 03/1999 | 2.45% | - | 2,766.2 | - | - | - | - | - | - |
| 02/1999 | 0.68% | - | - | - | - | - | - | - | - |
| 01/1999 | -0.02% | - | - | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של מגדל-קרן י'?
ב-07/2026: 0.04% לחודש, 6.26% מתחילת השנה, 39.22% ל-3 שנים ו-49.42% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במגדל-קרן י'?
2.21% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מגדל-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.