מנורה-קרן י': תשואה, דמי ניהול וסיכון
מנורה-קרן י' מנוהלת על ידי , בסיווג פוליסות שהונפקו בשנים 1992-2003; 331 חודשי דיווח מ-01/1999 עד 07/2026.
תשואה 07/2026
-0.27%
מתחילת השנה
5.88%
3 שנים מצטבר
39.13%
5 שנים מצטבר
44.59%
דמי ניהול מצבירה
2.2%
לשנה
נכסים
13,092
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: 13,092 מיליון ש"ח, מקום 5 מתוך 15 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 44.59%, מקום 9 מתוך 15 בקטגוריה; ל-3 שנים: 39.13% (מקום 8 מתוך 15).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,459 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 19,748 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 2.2% לשנה (מקום 11 מתוך 15 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-35,912 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -25.1% בין 10/2007 ל-12/2008.
- סטיית תקן: 6.06; מדד שארפ: 1 (מקום 9 מתוך 15); חשיפה למניות 7,046.2%, לחו"ל 6,099.2%, למט"ח 2,373.7%.
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 | 15.58% | 4.48% | 9.73% | 0.81% | 20.35% | 11.16% | 15.19% | 8.74% | 6.93% | -23.12% | 40.53% | 11.64% | -5.66% | 12.4% | 11.81% | 6.91% | 2.91% | 3.66% | 7.71% | -0.36% | 11.8% | 3.25% | 14.21% | -8.12% | 8.2% | 12.39% | 16.18% |
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) | 13,092 | 5 / 15 |
| דמי ניהול מצבירה (נמוך = 1) | 2.2% | 11 / 15 |
| תשואה מתחילת השנה | 5.88% | 8 / 15 |
| תשואה 3 שנים | 39.13% | 8 / 15 |
| תשואה 5 שנים | 44.59% | 9 / 15 |
| מדד שארפ | 1 | 9 / 15 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- כלל חברה לביטוח בע"מ מסלול בסיסי למקבלי קצבה פוליסות לפני 2004 5,850 מ' ש"ח
- הראל מסלול משתתף ברווחים בסיסי למקבלי קצבה 3,494 מ' ש"ח
- איילון-קרן י' 2,223 מ' ש"ח
- הכשרה חברה לביטוח בע"מ - קרן י' 1,889 מ' ש"ח
- כלל חברה לביטוח בע"מ מסלול לבני 60 ומעלה פוליסות לפני 2004 818 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.27% | 5.88% | 13,091.6 | - | - | - | 2.2% | 7,046.2% | 6,099.2% |
| 06/2026 | -0.71% | 6.17% | 13,209.4 | - | - | - | 2.2% | 6,936.9% | 5,852.8% |
| 05/2026 | 2.34% | 6.93% | 13,387.4 | - | - | - | 2.2% | 6,945.7% | 5,400.8% |
| 04/2026 | 4.1% | 4.49% | 13,190.4 | - | - | - | 2.2% | 6,884.2% | 5,384.4% |
| 03/2026 | -2.76% | 0.37% | 12,777 | - | - | - | 2.2% | 6,668.7% | 5,339.6% |
| 02/2026 | 0.78% | 3.22% | 13,204.3 | - | - | - | 2.2% | 6,982% | 5,562.6% |
| 01/2026 | 2.42% | 2.42% | 13,320 | - | - | - | 2.2% | 6,892.5% | 5,553.2% |
| 12/2025 | 1.16% | 16.18% | 13,452.5 | - | - | - | 0.6% | 6,890.3% | 5,766.4% |
| 11/2025 | 1.48% | 14.85% | 13,850.4 | - | - | - | 0.6% | 7,094.8% | 5,898% |
| 10/2025 | 1.42% | 13.18% | 13,733.4 | - | - | - | 0.6% | 6,956.9% | 5,914.8% |
| 09/2025 | 2.44% | 11.59% | 13,647 | - | - | - | 0.6% | 6,910.5% | 5,882.6% |
| 08/2025 | 1.14% | 8.93% | 13,544.5 | - | - | - | 0.6% | 6,787.3% | 5,882.2% |
| 07/2025 | 0.99% | 7.71% | 13,447.2 | - | - | - | 0.6% | 6,688.2% | 5,746.3% |
| 06/2025 | 3.23% | 6.65% | 13,413.6 | - | - | - | 0.6% | 6,615% | 5,734.2% |
| 05/2025 | 2.41% | 3.31% | 13,045.3 | - | - | - | 0.6% | 6,340.6% | 5,696.5% |
| 04/2025 | 0.99% | 0.88% | 12,705.6 | - | - | - | 0.6% | 6,213.4% | 5,796.7% |
| 03/2025 | -1.11% | -0.11% | 12,556.3 | - | - | - | 0.6% | 6,021.2% | 5,555.4% |
| 02/2025 | -0.37% | 1.01% | 12,809.6 | - | - | - | 0.6% | 6,069.1% | 5,465.2% |
| 01/2025 | 1.39% | 1.39% | 12,884.2 | - | - | - | 0.6% | 6,081.1% | 5,435.2% |
| 12/2024 | 0.98% | 12.39% | 12,830.5 | - | - | - | 0.6% | 6,028.4% | 5,439.1% |
| 11/2024 | 1.76% | 11.3% | 12,746.5 | - | - | - | 0.6% | 6,042.7% | 5,747.4% |
| 10/2024 | 0.28% | 9.38% | 12,626.6 | - | - | - | 0.6% | 5,957.7% | 6,024.2% |
| 09/2024 | 1.75% | 9.07% | 12,612.6 | - | - | - | 0.6% | 6,007% | 6,167.8% |
| 08/2024 | 0.87% | 7.2% | 12,484.3 | - | - | - | 0.6% | 5,765.2% | 5,959.7% |
| 07/2024 | 1.17% | 6.27% | 12,453.8 | - | - | - | 0.6% | 5,686% | 5,959.2% |
| 06/2024 | 0.64% | 5.04% | 12,379.4 | - | - | - | 0.6% | 5,598.5% | 5,911.4% |
| 05/2024 | 1.01% | 4.37% | 12,385.5 | - | - | - | 0.6% | 5,746.2% | 5,964.2% |
| 04/2024 | -1.17% | 3.33% | 12,430.2 | - | - | - | 0.6% | 5,689.5% | 5,918.7% |
| 03/2024 | 2.22% | 4.55% | 12,544.9 | - | - | - | 0.6% | 5,837.4% | 5,921.5% |
| 02/2024 | 2.16% | 2.28% | 12,320.8 | - | - | - | 0.6% | 5,621.6% | 5,629.3% |
| 01/2024 | 0.12% | 0.12% | 12,156.2 | - | - | - | 0.6% | 5,429.5% | 5,660.2% |
| 12/2023 | 2.07% | 8.2% | 12,203.4 | - | - | - | 0.6% | 5,469.4% | 5,818% |
| 11/2023 | 2.95% | 6.01% | 11,939 | - | - | - | 0.6% | 5,279.3% | 5,791.2% |
| 10/2023 | -2.77% | 2.97% | 11,646.5 | - | - | - | 0.6% | 4,943.4% | 5,631.2% |
| 09/2023 | -1.03% | 5.9% | 12,043.4 | - | - | - | 0.6% | 5,204% | 5,684.1% |
| 08/2023 | -0.49% | 7.01% | 12,256.4 | - | - | - | 0.6% | 5,500.9% | 5,931.2% |
| 07/2023 | 2.67% | 7.53% | 12,358.6 | - | - | - | 0.6% | 5,582.8% | 5,878.4% |
| 06/2023 | 1.93% | 4.74% | 12,149.4 | - | - | - | 0.6% | 5,433.1% | 5,912.4% |
| 05/2023 | 0.66% | 2.75% | 11,927.2 | - | - | - | 0.6% | 5,312.5% | 5,667.4% |
| 04/2023 | 1.62% | 2.08% | 11,894.1 | - | - | - | 0.6% | 5,259.4% | 5,540% |
| 03/2023 | 0.01% | 0.45% | 11,764.4 | - | - | - | 0.6% | 5,153.3% | 5,597.2% |
| 02/2023 | -1.73% | 0.44% | 11,769.2 | - | - | - | 0.6% | 5,218.5% | 5,488.1% |
| 01/2023 | 2.21% | 2.21% | 12,008.9 | - | - | - | 0.6% | 5,204.3% | 5,474.7% |
| 12/2022 | -1.4% | -8.12% | 11,764 | - | - | - | 2.23% | 4,836.6% | 5,218.2% |
| 11/2022 | 1.34% | -6.81% | 12,024.8 | - | - | - | 2.23% | 5,397.2% | 5,571.3% |
| 10/2022 | 2.2% | -8.05% | 11,874.5 | - | - | - | 2.23% | 5,420.6% | 5,449.7% |
| 09/2022 | -4.39% | -10.03% | 11,614.2 | - | - | - | 2.23% | 5,056.2% | 5,119.5% |
| 08/2022 | -1.33% | -5.9% | 12,310.5 | - | - | - | 2.23% | 5,474.5% | 5,349.6% |
| 07/2022 | 3.18% | -4.63% | 12,479 | - | - | - | 2.23% | 5,848.6% | 5,830.6% |
| 06/2022 | -2.38% | -7.57% | 12,086.6 | - | - | - | 2.23% | 5,404.7% | 5,833.6% |
| 05/2022 | -2.64% | -5.31% | 12,386.2 | - | - | - | 2.23% | 5,699.6% | 5,940% |
| 04/2022 | -1.28% | -2.74% | 12,749.5 | - | - | - | 2.23% | 5,832% | 5,801.7% |
| 03/2022 | 0.66% | -1.48% | 12,985 | - | - | - | 2.23% | 6,000.7% | 5,985.2% |
| 02/2022 | -0.71% | -2.13% | 12,985.5 | - | - | - | 2.23% | 6,031.2% | 6,168.1% |
| 01/2022 | -1.43% | -1.43% | 13,164.3 | - | - | - | 2.23% | 6,143% | 6,017% |
| 12/2021 | 1.97% | 14.21% | 13,406 | - | - | - | 1.09% | 6,089% | 6,028.3% |
| 11/2021 | 0.02% | 12% | 13,192.8 | - | - | - | 1.09% | 5,912.7% | 6,069.2% |
| 10/2021 | 2.25% | 11.98% | 13,279.8 | - | - | - | 1.09% | 5,952.1% | 6,223.2% |
| 09/2021 | -0.52% | 9.52% | 12,963.6 | - | - | - | 1.09% | 5,746.2% | 6,195.3% |
| 08/2021 | 1.39% | 10.09% | 13,062.8 | - | - | - | 1.09% | 5,777.7% | 6,286.8% |
| 07/2021 | 0.39% | 8.58% | 12,908.3 | - | - | - | 1.09% | 5,644.5% | 6,283.5% |
| 06/2021 | 0.79% | 8.16% | 12,910.8 | - | - | - | 1.09% | 5,643.8% | 6,350.5% |
| 05/2021 | 1.26% | 7.31% | 12,876.9 | - | - | - | 1.09% | 5,558.6% | 6,192.7% |
| 04/2021 | 2.07% | 5.97% | 12,770 | - | - | - | 1.09% | 5,471.2% | 6,107.6% |
| 03/2021 | 1.79% | 3.83% | 12,566 | - | - | - | 1.09% | 5,326.3% | 6,035.8% |
| 02/2021 | 0.85% | 2% | 12,431.6 | - | - | - | 1.09% | 5,199.1% | 5,912.2% |
| 01/2021 | 1.14% | 1.14% | 12,377.1 | - | - | - | 1.09% | 5,042.7% | 5,779.5% |
| 12/2020 | 1.85% | 3.25% | 12,274.1 | - | - | - | 1.87% | 4,894.8% | 5,275.5% |
| 11/2020 | 4.94% | 1.38% | 11,632.5 | - | - | - | 1.87% | 4,649.5% | 5,330.4% |
| 10/2020 | 0.43% | -3.39% | 11,098.1 | - | - | - | 1.87% | 4,256% | 5,103.6% |
| 09/2020 | -1.48% | -3.81% | 11,078.4 | - | - | - | 1.87% | 4,198.6% | 5,227.7% |
| 08/2020 | 2.5% | -2.36% | 11,377.7 | - | - | - | 1.87% | 4,275.4% | 5,307.6% |
| 07/2020 | 2.48% | -4.74% | 11,056.9 | - | - | - | 1.87% | 4,115.5% | 5,076.5% |
| 06/2020 | -0.73% | -7.05% | 10,793.2 | - | - | - | 1.87% | 4,003.4% | 4,931.2% |
| 05/2020 | 1.41% | -6.37% | 10,916.4 | - | - | - | 1.87% | 4,032.4% | 4,900.5% |
| 04/2020 | 5.1% | -7.67% | 10,906 | - | - | - | 1.87% | 3,949.3% | 4,697.3% |
| 03/2020 | -9.9% | -12.15% | 10,350.7 | - | - | - | 1.87% | 3,783.5% | 4,515.8% |
| 02/2020 | -2.68% | -2.5% | 11,528 | - | - | - | 1.87% | 4,355.3% | 4,722% |
| 01/2020 | 0.19% | 0.19% | 11,830.5 | - | - | - | 1.87% | 4,506% | 4,904% |
| 12/2019 | 0.95% | 11.8% | 11,913.4 | - | - | - | 0.6% | 4,555.5% | 5,043.9% |
| 11/2019 | 0.86% | 10.75% | 11,812.3 | - | - | - | 0.6% | 4,397.3% | 4,907.3% |
| 10/2019 | 1.21% | 9.8% | 11,768.4 | - | - | - | 0.6% | 4,366.4% | 4,891.7% |
| 09/2019 | 1.25% | 8.49% | 11,627.1 | - | - | - | 0.6% | 4,162.2% | 4,628.6% |
| 08/2019 | -0.69% | 7.15% | 11,584.2 | - | - | - | 0.6% | 4,122.8% | 4,211% |
| 07/2019 | 0.5% | 7.9% | 11,640.7 | - | - | - | 0.6% | 4,254.3% | 4,600.7% |
| 06/2019 | 1.86% | 7.36% | 11,653.4 | - | - | - | 0.6% | 4,279.5% | 4,744.4% |
| 05/2019 | -0.87% | 5.4% | 11,466.2 | - | - | - | 0.6% | 4,104% | 4,663% |
| 04/2019 | 1.72% | 6.32% | 11,614.1 | - | - | - | 0.6% | 4,283.8% | 4,771.4% |
| 03/2019 | 0.61% | 4.53% | 11,464.7 | - | - | - | 0.6% | 4,148.9% | 4,631.9% |
| 02/2019 | 1.17% | 3.89% | 11,525.2 | - | - | - | 0.6% | 4,184.4% | 4,645.5% |
| 01/2019 | 2.69% | 2.69% | 11,460.4 | - | - | - | 0.6% | 4,184.4% | 4,622.7% |
| 12/2018 | -2.86% | -0.36% | 11,160.4 | - | - | - | 1.61% | 4,022% | 4,512.5% |
| 11/2018 | 0.62% | 2.58% | 11,529.4 | - | - | - | 1.61% | 4,243.8% | 4,578% |
| 10/2018 | -1.75% | 1.95% | 11,439.3 | - | - | - | 1.61% | 4,086.3% | 4,459.1% |
| 09/2018 | 0.02% | 3.76% | 11,586.1 | - | - | - | 1.61% | 4,331.5% | 4,636.9% |
| 08/2018 | 1.19% | 3.74% | 11,694.5 | - | - | - | 1.61% | 4,389% | 4,623.5% |
| 07/2018 | 1.32% | 2.52% | 11,657.9 | - | - | - | 1.61% | 4,295.8% | 4,706.2% |
| 06/2018 | -0.19% | 1.19% | 11,436.2 | - | - | - | 1.61% | 4,070.4% | 4,453% |
| 05/2018 | 0.14% | 1.38% | 11,478.8 | - | - | - | 1.61% | 4,165.3% | 4,469% |
| 04/2018 | 0.89% | 1.24% | 11,481.3 | - | - | - | 1.61% | 4,135.5% | 4,446.8% |
| 03/2018 | -0.35% | 0.34% | 11,254.4 | - | - | - | 1.61% | 3,908.1% | 4,189.5% |
| 02/2018 | -0.89% | 0.7% | 11,457.5 | - | - | - | 1.61% | 4,124.2% | 4,296.3% |
| 01/2018 | 1.6% | 1.6% | 11,547.1 | - | - | - | 1.61% | 4,115.4% | 4,163.8% |
| 12/2017 | 0.89% | 7.71% | 11,301.5 | - | - | - | 1.1% | 3,955.2% | 4,022.1% |
| 11/2017 | 0.61% | 6.76% | 11,415.9 | - | - | - | 1.1% | 4,019.8% | 4,059.3% |
| 10/2017 | 1.13% | 6.11% | 11,346.1 | - | - | - | 1.1% | 4,089.3% | 4,087% |
| 09/2017 | 0.44% | 4.93% | 11,283.8 | - | - | - | 1.1% | 3,991.7% | 4,035.7% |
| 08/2017 | 0.58% | 4.47% | 11,234.1 | - | - | - | 1.1% | 3,953.8% | 4,103.1% |
| 07/2017 | 1.11% | 3.86% | 11,181.8 | - | - | - | 1.1% | 4,071.6% | 4,077.7% |
| 06/2017 | -0.4% | 2.72% | 11,060.2 | - | - | - | 1.1% | 3,977.2% | 3,983.2% |
| 05/2017 | 0.96% | 3.14% | 11,086.9 | - | - | - | 1.1% | 3,989.5% | 3,972.3% |
| 04/2017 | 1.03% | 2.15% | 11,019.9 | - | - | - | 1.1% | 3,923.3% | 3,990.4% |
| 03/2017 | 0.43% | 1.11% | 11,354.8 | - | - | - | 1.1% | 3,993.7% | 4,087.7% |
| 02/2017 | 0.59% | 0.68% | 11,303.9 | - | - | - | 1.1% | 3,948.1% | 4,109.3% |
| 01/2017 | 0.09% | 0.09% | 11,336.6 | - | - | - | 1.1% | 3,967.6% | 4,226.7% |
| 12/2016 | 1.11% | 3.66% | 11,198.8 | - | - | - | 1.08% | 3,836.1% | 4,167.9% |
| 11/2016 | 0.82% | 2.52% | 11,085 | - | - | - | 1.08% | 3,837.6% | 4,161.9% |
| 10/2016 | 0.07% | 1.69% | 11,004.9 | - | - | - | 1.08% | 3,681.5% | 4,045.4% |
| 09/2016 | -0.56% | 1.61% | 11,040.5 | - | - | - | 1.08% | 3,701.5% | 4,042.5% |
| 08/2016 | 0.09% | 2.19% | 11,088.2 | - | - | - | 1.08% | 3,700.1% | 4,046.9% |
| 07/2016 | 2.13% | 2.09% | 11,081.1 | - | - | - | 1.08% | 3,805.3% | 4,260% |
| 06/2016 | -0.63% | -0.03% | 10,896.5 | - | - | - | 1.08% | 3,689.5% | 4,151.9% |
| 05/2016 | 0.5% | 0.6% | 11,024.2 | - | - | - | 1.08% | 3,691.3% | 4,176.9% |
| 04/2016 | 1.12% | 0.1% | 10,924.5 | - | - | - | 1.08% | 3,677.3% | 4,157.9% |
| 03/2016 | 1.33% | -1.01% | 10,908.9 | - | - | - | 1.08% | 3,679.4% | 4,168.9% |
| 02/2016 | -0.61% | -2.31% | 10,674.5 | - | - | - | 1.08% | 3,661.3% | 4,173.7% |
| 01/2016 | -1.71% | -1.71% | 10,739.4 | - | - | - | 1.08% | 3,724.4% | 4,221.5% |
| 12/2015 | -0.7% | 2.91% | 10,923.6 | - | - | - | 1.56% | 3,812% | 3,902.1% |
| 11/2015 | -0.33% | 3.63% | 11,018.4 | - | - | - | 1.56% | 3,865.8% | 3,810.2% |
| 10/2015 | 2.55% | 3.98% | 11,054.2 | - | - | - | 1.56% | 3,866.2% | 3,799.6% |
| 09/2015 | -1.93% | 1.39% | 10,817.4 | - | - | - | 1.56% | 3,709.9% | 3,703.4% |
| 08/2015 | -1.57% | 3.39% | 11,004 | - | - | - | 1.56% | 3,856.9% | 3,896.2% |
| 07/2015 | 1.67% | 5.04% | 11,202.5 | - | - | - | 1.56% | 3,998.8% | 3,626.2% |
| 06/2015 | -2.24% | 3.31% | 10,975.9 | - | - | - | 1.56% | 3,857.9% | 3,587.8% |
| 05/2015 | 0.61% | 5.68% | 11,090.8 | - | - | - | 1.56% | 3,994.9% | 3,727.5% |
| 04/2015 | 0.66% | 5.04% | 11,037.9 | - | - | - | 1.56% | 3,872.5% | 3,625.2% |
| 03/2015 | 0.82% | 4.35% | 11,027 | - | - | - | 1.56% | 3,818.1% | 3,667% |
| 02/2015 | 2.78% | 3.5% | 10,956.8 | - | - | - | 1.56% | 3,777.4% | 3,655.7% |
| 01/2015 | 0.7% | 0.7% | 10,592.9 | - | - | - | 1.56% | 3,557.7% | 3,536.4% |
| 12/2014 | -1.59% | 6.91% | 10,512 | - | - | - | 1.96% | 3,600.5% | 3,440% |
| 11/2014 | 1.18% | 8.63% | 10,677.1 | - | - | - | 1.96% | 3,697.8% | 3,530.7% |
| 10/2014 | 0.02% | 7.37% | 10,574.8 | - | - | - | 1.96% | 3,705% | 3,510.6% |
| 09/2014 | 0.79% | 7.34% | 10,580.5 | - | - | - | 1.96% | 3,679% | 3,322.7% |
| 08/2014 | 2.25% | 6.5% | 10,440.4 | - | - | - | 1.96% | 3,615.4% | 3,143.3% |
| 07/2014 | 0.07% | 4.16% | 10,279.8 | - | - | - | 1.96% | 3,531.7% | 2,965.4% |
| 06/2014 | -0.1% | 4.09% | 10,283.6 | - | - | - | 1.96% | 3,530.9% | 2,939.6% |
| 05/2014 | 1.25% | 4.19% | 10,241.6 | - | - | - | 1.96% | 3,519.9% | 2,798.6% |
| 04/2014 | 0.02% | 2.9% | 10,114 | - | - | - | 1.96% | 3,458.8% | 2,708.7% |
| 03/2014 | 1.32% | 2.88% | 10,163.2 | - | - | - | 1.96% | 3,581.2% | 2,715.1% |
| 02/2014 | 1.87% | 1.54% | 10,033.4 | - | - | - | 1.96% | 3,584.7% | 2,741.2% |
| 01/2014 | -0.32% | -0.32% | 9,865 | - | - | - | 1.96% | 3,419.4% | 2,616.6% |
| 12/2013 | -0.02% | 11.81% | 9,896 | - | - | - | 0.77% | 3,503.9% | 2,595.8% |
| 11/2013 | 1.72% | 11.83% | 9,855.7 | - | - | - | 0.77% | 3,474.8% | 2,548.8% |
| 10/2013 | 1.63% | 9.94% | 9,790.3 | - | - | - | 0.77% | 3,357% | 2,502.1% |
| 09/2013 | 2.29% | 8.17% | 9,658.2 | - | - | - | 0.77% | 3,309.4% | 2,455.7% |
| 08/2013 | -0.43% | 5.75% | 9,430.7 | - | - | - | 0.77% | 3,199.6% | 2,442.4% |
| 07/2013 | 1.77% | 6.21% | 9,515.6 | - | - | - | 0.77% | 3,241.6% | 2,427.5% |
| 06/2013 | -1.59% | 4.36% | 9,359.9 | - | - | - | 0.77% | 3,243.2% | 2,431.4% |
| 05/2013 | 1.81% | 6.05% | 9,568.1 | - | - | - | 0.77% | 3,342.4% | 2,445% |
| 04/2013 | 0.95% | 4.16% | 9,421.2 | - | - | - | 0.77% | 3,224.1% | 2,328.1% |
| 03/2013 | 0.67% | 3.18% | 9,308.8 | - | - | - | 0.77% | 3,230.4% | 2,305.8% |
| 02/2013 | 1.35% | 2.5% | 9,265.5 | - | - | - | 0.77% | 3,188.1% | 2,347% |
| 01/2013 | 1.13% | 1.13% | 9,145.2 | - | - | - | 0.77% | 3,104.4% | 2,358.6% |
| 12/2012 | 0.47% | 12.4% | 9,014.1 | - | - | - | 0.6% | 3,073% | 2,307.8% |
| 11/2012 | 1.28% | 11.88% | 8,989.7 | - | - | - | 0.6% | 3,081.8% | 2,273.9% |
| 10/2012 | 2.11% | 10.46% | 8,892 | - | - | - | 0.6% | 2,945.5% | 2,273.3% |
| 09/2012 | 2.39% | 8.18% | 8,693.4 | - | - | - | 0.6% | 2,908.7% | 2,308.3% |
| 08/2012 | 0.71% | 5.65% | 8,517.2 | - | - | - | 0.6% | 2,875.9% | 2,252.9% |
| 07/2012 | 2.35% | 4.91% | 8,441.4 | - | - | - | 0.6% | 2,817.9% | 2,197.4% |
| 06/2012 | -0.46% | 2.5% | 8,271.5 | - | - | - | 0.6% | 2,668.9% | 2,181.8% |
| 05/2012 | -3.28% | 2.97% | 8,283.3 | - | - | - | 0.6% | 2,594.3% | 2,094.3% |
| 04/2012 | 1.12% | 6.47% | 8,567 | - | - | - | 0.6% | 2,815.3% | 2,214.3% |
| 03/2012 | 1.37% | 5.29% | 8,459.3 | - | - | - | 0.6% | 2,764.5% | 2,241.2% |
| 02/2012 | 0.78% | 3.86% | 8,361.1 | - | - | - | 0.6% | 2,715.5% | 2,299.6% |
| 01/2012 | 3.06% | 3.06% | 8,307.2 | - | - | - | 0.6% | 2,710.5% | 2,123.3% |
| 12/2011 | 0.57% | -5.66% | 8,056.6 | - | - | - | 1.87% | 2,677.3% | 2,048.8% |
| 11/2011 | -2.25% | -6.2% | 8,015.2 | - | - | - | 1.87% | 2,603.7% | 2,012% |
| 10/2011 | 4.2% | -4.04% | 8,205.2 | - | - | - | 1.87% | 2,613.4% | 1,878.7% |
| 09/2011 | -2.9% | -7.91% | 7,859.1 | - | - | - | 1.87% | 2,424% | 1,761.9% |
| 08/2011 | -3.58% | -5.16% | 8,091.5 | - | - | - | 1.87% | 2,625.3% | 1,909.3% |
| 07/2011 | -0.01% | -1.64% | 8,349.8 | - | - | - | 1.87% | 2,725.2% | 1,938% |
| 06/2011 | -1.24% | -1.63% | 8,362.4 | - | - | - | 1.87% | 2,806.8% | 1,933.5% |
| 05/2011 | -1.05% | -0.39% | 8,468 | - | - | - | 1.87% | 2,859.6% | 2,008.8% |
| 04/2011 | -0.19% | 0.67% | 8,544.9 | - | - | - | 1.87% | 2,946.9% | 2,028.1% |
| 03/2011 | -0.24% | 0.86% | 8,573.6 | - | - | - | 1.87% | 3,066.5% | 1,972.5% |
| 02/2011 | -0.03% | 1.1% | 8,585.6 | - | - | - | 1.87% | 3,022.1% | 2,019.7% |
| 01/2011 | 1.13% | 1.13% | 8,612.8 | - | - | - | 1.87% | 3,091.8% | 2,141.5% |
| 12/2010 | 1.74% | 11.64% | 8,490.2 | - | - | - | 0.72% | 2,993.2% | 1,895.8% |
| 11/2010 | -0.45% | 9.73% | 8,351 | - | - | - | 0.72% | 2,753% | 1,695.2% |
| 10/2010 | 2.73% | 10.22% | 8,431.6 | - | - | - | 0.72% | 2,806.1% | 1,719% |
| 09/2010 | 2.29% | 7.29% | 8,215.3 | - | - | - | 0.72% | 2,721.7% | 1,685.8% |
| 08/2010 | 0.73% | 4.89% | 8,041 | - | - | - | 0.72% | 2,578.4% | 1,626.2% |
| 07/2010 | 2.49% | 4.13% | 7,981.2 | - | - | - | 0.72% | 2,581.4% | 1,584.4% |
| 06/2010 | 0.28% | 1.6% | 7,772.9 | - | - | - | 0.72% | 2,400% | 1,503.3% |
| 05/2010 | -2.33% | 1.32% | 7,724.1 | - | - | - | 0.72% | 2,421.9% | 1,572.2% |
| 04/2010 | -0.96% | 3.73% | 7,906.7 | - | - | - | 0.72% | 2,471.1% | 1,524.4% |
| 03/2010 | 2.07% | 4.74% | 7,857.1 | - | - | - | 0.72% | 2,501.8% | 1,498.8% |
| 02/2010 | 1.68% | 2.62% | 7,628.8 | - | - | - | 0.72% | 2,421.5% | 1,436.2% |
| 01/2010 | 0.92% | 0.92% | 7,515.1 | - | - | - | 0.72% | 2,310.2% | 1,348.6% |
| 12/2009 | 0.49% | 40.53% | 7,442.3 | - | - | - | 0.6% | - | - |
| 11/2009 | 2.65% | 39.85% | 7,447.9 | - | - | - | 0.6% | - | - |
| 10/2009 | 2.23% | 36.24% | 7,313.2 | - | - | - | 0.6% | - | - |
| 09/2009 | 1.54% | 33.26% | 7,227.9 | - | - | - | 0.6% | - | - |
| 08/2009 | 1.95% | 31.24% | 7,166.4 | - | - | - | 0.6% | - | - |
| 07/2009 | 3.33% | 28.73% | 7,077.2 | - | - | - | 0.6% | - | - |
| 06/2009 | 2.76% | 24.58% | 6,883.2 | - | - | - | 0.6% | - | - |
| 05/2009 | 3.11% | 21.24% | 6,755.7 | - | - | - | 0.6% | - | - |
| 04/2009 | 5.73% | 17.58% | 6,635.7 | - | - | - | 0.6% | - | - |
| 03/2009 | 3.58% | 11.21% | 6,263 | - | - | - | 0.6% | - | - |
| 02/2009 | 1.05% | 7.37% | 6,035.5 | - | - | - | 0.6% | - | - |
| 01/2009 | 6.25% | 6.25% | 6,001.1 | - | - | - | 0.6% | - | - |
| 12/2008 | -0.38% | -23.12% | 5,677.4 | - | - | - | 1.16% | - | - |
| 11/2008 | -5.04% | -22.83% | 5,644.3 | - | - | - | 1.16% | - | - |
| 10/2008 | -8.39% | -18.73% | 5,922.8 | - | - | - | 1.16% | - | - |
| 09/2008 | -6.87% | -11.29% | 6,419.3 | - | - | - | 1.16% | - | - |
| 08/2008 | -0.18% | -4.74% | 6,880.3 | - | - | - | 1.16% | - | - |
| 07/2008 | -0.97% | -4.57% | 6,855.8 | - | - | - | 1.16% | - | - |
| 06/2008 | -1.14% | -3.64% | 6,924.5 | - | - | - | 1.16% | - | - |
| 05/2008 | 1.04% | -2.53% | 6,958.5 | - | - | - | 1.16% | - | - |
| 04/2008 | 2.03% | -3.53% | 6,844.5 | - | - | - | 1.16% | - | - |
| 03/2008 | -3.11% | -5.45% | 6,677.9 | - | - | - | 1.16% | - | - |
| 02/2008 | 1.02% | -2.41% | 6,855.6 | - | - | - | 1.16% | - | - |
| 01/2008 | -3.4% | -3.4% | 6,767.3 | - | - | - | 1.16% | - | - |
| 12/2007 | -0.07% | 6.93% | 6,994.5 | - | - | - | 1.91% | - | - |
| 11/2007 | -2.48% | 7% | 6,939.7 | - | - | - | 1.91% | - | - |
| 10/2007 | 2.2% | 9.72% | 7,123 | - | - | - | 1.91% | - | - |
| 09/2007 | 1.14% | 7.36% | 6,939.2 | - | - | - | 1.91% | - | - |
| 08/2007 | -2.96% | 6.15% | 6,865 | - | - | - | 1.91% | - | - |
| 07/2007 | -0.21% | 9.39% | 7,094 | - | - | - | 1.91% | - | - |
| 06/2007 | 0.76% | 9.62% | 7,108.9 | - | - | - | 1.91% | - | - |
| 05/2007 | 2.72% | 8.79% | 7,056.5 | - | - | - | 1.91% | - | - |
| 04/2007 | 2.53% | 5.91% | 6,869.9 | - | - | - | 1.91% | - | - |
| 03/2007 | 0.4% | 3.3% | 6,699.8 | - | - | - | 1.91% | - | - |
| 02/2007 | 0.89% | 2.89% | 6,669.9 | - | - | - | 1.91% | - | - |
| 01/2007 | 1.98% | 1.98% | 6,580.5 | - | - | - | 1.91% | - | - |
| 12/2006 | 0% | 8.74% | 6,461.3 | - | - | - | 2.33% | - | - |
| 11/2006 | 1.46% | 8.74% | 6,439.1 | - | - | - | 2.33% | - | - |
| 10/2006 | 2.18% | 7.18% | 6,908.5 | - | - | - | 2.33% | - | - |
| 09/2006 | 0.37% | 4.89% | 6,724.3 | - | - | - | 2.33% | - | - |
| 08/2006 | 0.98% | 4.5% | 6,660.3 | - | - | - | 2.33% | - | - |
| 07/2006 | 0.52% | 3.49% | 6,541.8 | - | - | - | 2.33% | - | - |
| 06/2006 | -1.86% | 2.95% | 6,408.8 | - | - | - | 2.33% | - | - |
| 05/2006 | 0.18% | 4.91% | 6,424.5 | - | - | - | 2.33% | - | - |
| 04/2006 | 1.62% | 4.72% | 6,359.2 | - | - | - | 2.33% | - | - |
| 03/2006 | 1.07% | 3.05% | 5,899.4 | - | - | - | 2.33% | - | - |
| 02/2006 | -0.16% | 1.96% | 5,644.4 | - | - | - | 2.33% | - | - |
| 01/2006 | 2.12% | 2.12% | 5,644.4 | - | - | - | 2.33% | - | - |
| 12/2005 | 0.18% | 15.19% | 5,644.4 | - | - | - | 2.08% | - | - |
| 11/2005 | 0.35% | 14.99% | 5,506.4 | - | - | - | 2.08% | - | - |
| 10/2005 | 0.47% | 14.59% | 5,506.4 | - | - | - | 2.08% | - | - |
| 09/2005 | 2% | 14.05% | 5,506.4 | - | - | - | 2.08% | - | - |
| 08/2005 | 1.86% | 11.81% | 4,717.8 | - | - | - | 2.08% | - | - |
| 07/2005 | 2.82% | 9.77% | 4,717.8 | - | - | - | 2.08% | - | - |
| 06/2005 | -0.92% | 6.76% | 4,717.8 | - | - | - | 2.08% | - | - |
| 05/2005 | 1.1% | 7.75% | 4,527.6 | - | - | - | 2.08% | - | - |
| 04/2005 | 1.99% | 6.58% | 4,527.6 | - | - | - | 2.08% | - | - |
| 03/2005 | 0.29% | 4.5% | 4,527.6 | - | - | - | 2.08% | - | - |
| 02/2005 | 1.34% | 4.2% | 4,286.3 | - | - | - | 2.08% | - | - |
| 01/2005 | 2.82% | 2.82% | 4,286.3 | - | - | - | 2.08% | - | - |
| 12/2004 | 2.01% | 11.16% | 4,286.3 | - | - | - | 3.25% | - | - |
| 11/2004 | 1.54% | 8.97% | 4,121.8 | - | - | - | 3.25% | - | - |
| 10/2004 | 0.17% | 7.31% | 4,121.8 | - | - | - | 3.25% | - | - |
| 09/2004 | 0.85% | 7.13% | 4,121.8 | - | - | - | 3.25% | - | - |
| 08/2004 | 0% | 6.23% | 4,009.1 | - | - | - | 3.25% | - | - |
| 07/2004 | -0.1% | 6.23% | 4,009.1 | - | - | - | 3.25% | - | - |
| 06/2004 | 1.27% | 6.33% | 4,009.1 | - | - | - | 3.25% | - | - |
| 05/2004 | 0.73% | 5% | 3,845.9 | - | - | - | 3.25% | - | - |
| 04/2004 | 0.64% | 4.24% | 3,845.9 | - | - | - | 3.25% | - | - |
| 03/2004 | 1.21% | 3.58% | 3,845.9 | - | - | - | 3.25% | - | - |
| 02/2004 | 0.51% | 2.34% | 3,696.3 | - | - | - | 3.25% | - | - |
| 01/2004 | 1.82% | 1.82% | 3,696.3 | - | - | - | 3.25% | - | - |
| 12/2003 | 1.15% | 20.35% | 3,696.3 | - | - | - | 0.6% | - | - |
| 11/2003 | 2.12% | 18.98% | 3,465 | - | - | - | 0.6% | - | - |
| 10/2003 | 2.32% | 16.51% | 3,465 | - | - | - | 0.6% | - | - |
| 09/2003 | 1.67% | 13.87% | 3,465 | - | - | - | 0.6% | - | - |
| 08/2003 | 0.02% | 12% | 3,381.5 | - | - | - | 0.6% | - | - |
| 07/2003 | -0.64% | 11.98% | 3,381.5 | - | - | - | 0.6% | - | - |
| 06/2003 | 2.1% | 12.7% | 3,381.5 | - | - | - | 0.6% | - | - |
| 05/2003 | 3.11% | 10.38% | 3,190.1 | - | - | - | 0.6% | - | - |
| 04/2003 | 3.7% | 7.05% | 3,190.1 | - | - | - | 0.6% | - | - |
| 03/2003 | 2.17% | 3.23% | 3,190.1 | - | - | - | 0.6% | - | - |
| 02/2003 | 1.1% | 1.04% | 3,041.4 | - | - | - | 0.6% | - | - |
| 01/2003 | -0.06% | -0.06% | 3,041.4 | - | - | - | 0.6% | - | - |
| 12/2002 | -0.9% | 0.81% | 3,041.4 | - | - | - | - | - | - |
| 11/2002 | 3.34% | 1.72% | 2,910.1 | - | - | - | - | - | - |
| 10/2002 | -0.43% | -1.57% | 2,910.1 | - | - | - | - | - | - |
| 09/2002 | -1.58% | -1.14% | 2,910.1 | - | - | - | - | - | - |
| 08/2002 | 0.41% | 0.45% | 2,793 | - | - | - | - | - | - |
| 07/2002 | 1.14% | 0.03% | 2,793 | - | - | - | - | - | - |
| 06/2002 | -0.72% | -1.09% | 2,793 | - | - | - | - | - | - |
| 05/2002 | 1.22% | -0.38% | 2,694.9 | - | - | - | - | - | - |
| 04/2002 | -0.69% | -1.58% | 2,694.9 | - | - | - | - | - | - |
| 03/2002 | -1.44% | -0.89% | 2,694.9 | - | - | - | - | - | - |
| 02/2002 | -0.43% | 0.56% | 2,528.5 | - | - | - | - | - | - |
| 01/2002 | 0.99% | 0.99% | 2,528.5 | - | - | - | - | - | - |
| 12/2001 | 4.26% | 9.73% | 2,528.5 | - | - | - | - | - | - |
| 11/2001 | 1.7% | 5.25% | 2,419.3 | - | - | - | - | - | - |
| 10/2001 | 0.4% | 3.49% | 2,419.3 | - | - | - | - | - | - |
| 09/2001 | -1.43% | 3.08% | 2,419.3 | - | - | - | - | - | - |
| 08/2001 | -0.03% | 4.57% | 2,280.3 | - | - | - | - | - | - |
| 07/2001 | 1.37% | 4.6% | 2,280.3 | - | - | - | - | - | - |
| 06/2001 | 0.68% | 3.19% | 2,280.3 | - | - | - | - | - | - |
| 05/2001 | 1.07% | 2.49% | 1,816.9 | - | - | - | - | - | - |
| 04/2001 | 2.32% | 1.41% | 1,816.9 | - | - | - | - | - | - |
| 03/2001 | -1.56% | -0.89% | 1,816.9 | - | - | - | - | - | - |
| 02/2001 | 0.74% | 0.68% | 1,769 | - | - | - | - | - | - |
| 01/2001 | -0.06% | -0.06% | 1,769 | - | - | - | - | - | - |
| 12/2000 | 0.42% | 4.48% | 1,769 | - | - | - | - | - | - |
| 11/2000 | 0.8% | 4.04% | 1,678.5 | - | - | - | - | - | - |
| 10/2000 | -2.6% | 3.21% | 1,678.5 | - | - | - | - | - | - |
| 09/2000 | 0.24% | 5.97% | 1,678.5 | - | - | - | - | - | - |
| 08/2000 | 1.17% | 5.72% | 1,592.7 | - | - | - | - | - | - |
| 07/2000 | -0.37% | 4.49% | 1,592.7 | - | - | - | - | - | - |
| 06/2000 | 0.49% | 4.88% | 1,592.7 | - | - | - | - | - | - |
| 05/2000 | 2.01% | 4.37% | 1,507 | - | - | - | - | - | - |
| 04/2000 | -0.59% | 2.31% | 1,507 | - | - | - | - | - | - |
| 03/2000 | -0.19% | 2.92% | 1,507 | - | - | - | - | - | - |
| 02/2000 | 2.4% | 3.12% | 1,421.3 | - | - | - | - | - | - |
| 01/2000 | 0.7% | 0.7% | 1,421.3 | - | - | - | - | - | - |
| 12/1999 | 1.86% | - | 1,421.3 | - | - | - | - | - | - |
| 11/1999 | 2% | - | 1,286.2 | - | - | - | - | - | - |
| 10/1999 | 0.8% | - | 1,286.2 | - | - | - | - | - | - |
| 09/1999 | 1.08% | - | 1,286.2 | - | - | - | - | - | - |
| 08/1999 | 0.11% | - | 1,199.6 | - | - | - | - | - | - |
| 07/1999 | 0.92% | - | 1,199.6 | - | - | - | - | - | - |
| 06/1999 | 1.2% | - | 1,199.6 | - | - | - | - | - | - |
| 05/1999 | 1.17% | - | 1,097.9 | - | - | - | - | - | - |
| 04/1999 | 2.03% | - | 1,097.9 | - | - | - | - | - | - |
| 03/1999 | 2.5% | - | 1,097.9 | - | - | - | - | - | - |
| 02/1999 | 1.14% | - | - | - | - | - | - | - | - |
| 01/1999 | -0.21% | - | - | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של מנורה-קרן י'?
ב-07/2026: -0.27% לחודש, 5.88% מתחילת השנה, 39.13% ל-3 שנים ו-44.59% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול במנורה-קרן י'?
2.2% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מנורה-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.