מנורה-קרן י' חדשה: תשואה, דמי ניהול וסיכון
מנורה-קרן י' חדשה מנוהלת על ידי , בסיווג פוליסות שהונפקו החל משנת 2004; 271 חודשי דיווח מ-01/2004 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
0.88%
לשנה
נכסים
11,739
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: 11,739 מיליון ש"ח, מקום 7 מתוך 176 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 44.59%, מקום 39 מתוך 107 בקטגוריה; ל-3 שנים: 39.13% (מקום 44 מתוך 137).
- 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: 0.88% לשנה (מקום 132 מתוך 170 בקטגוריה, מהנמוך לגבוה), מההפקדות: 2.81%. על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-16,204 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -25.1% בין 10/2007 ל-12/2008.
- סטיית תקן: 6.06; מדד שארפ: 1 (מקום 31 מתוך 107); חשיפה למניות 6,318%, לחו"ל 5,468.8%, למט"ח 2,128.4%.
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 | 11.16% | 15.19% | 8.74% | 6.92% | -23.12% | 40.54% | 11.64% | -5.57% | 12.29% | 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 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) | 11,739 | 7 / 176 |
| דמי ניהול מצבירה (נמוך = 1) | 0.88% | 132 / 170 |
| תשואה מתחילת השנה | 5.88% | 49 / 172 |
| תשואה 3 שנים | 39.13% | 44 / 137 |
| תשואה 5 שנים | 44.59% | 39 / 107 |
| מדד שארפ | 1 | 31 / 107 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- כלל חברה לביטוח בע"מ מסלול לבני 50 עד 60 11,546 מ' ש"ח
- מגדל מסלול בסיסי למקבלי קצבה 13,056 מ' ש"ח
- כלל חברה לביטוח בע"מ כללי 13,963 מ' ש"ח
- הפניקס - מסלול השקעה בניהול אישי 14,336 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 | -0.27% | 5.88% | 11,738.5 | - | - | - | 0.88% | 6,318% | 5,468.8% |
| 06/2026 | -0.71% | 6.17% | 11,765.8 | - | - | - | 0.88% | 6,178.8% | 5,213.2% |
| 05/2026 | 2.34% | 6.93% | 11,893.9 | - | - | - | 0.88% | 6,170.9% | 4,798.3% |
| 04/2026 | 4.1% | 4.49% | 11,603.9 | - | - | - | 0.88% | 6,056.2% | 4,736.8% |
| 03/2026 | -2.76% | 0.37% | 11,135.4 | - | - | - | 0.88% | 5,811.9% | 4,653.5% |
| 02/2026 | 0.78% | 3.22% | 11,456 | - | - | - | 0.88% | 6,057.5% | 4,826.1% |
| 01/2026 | 2.42% | 2.42% | 11,451.7 | - | - | - | 0.88% | 5,925.7% | 4,774.2% |
| 12/2025 | 1.16% | 16.18% | 10,764.1 | - | - | - | 0.9% | 5,513.4% | 4,614% |
| 11/2025 | 1.48% | 14.85% | 10,999.5 | - | - | - | 0.9% | 5,634.4% | 4,684% |
| 10/2025 | 1.42% | 13.18% | 10,830.2 | - | - | - | 0.9% | 5,486.3% | 4,664.4% |
| 09/2025 | 2.44% | 11.59% | 10,690.6 | - | - | - | 0.9% | 5,413.5% | 4,608.2% |
| 08/2025 | 1.14% | 8.93% | 10,580.1 | - | - | - | 0.9% | 5,301.9% | 4,594.8% |
| 07/2025 | 0.99% | 7.71% | 10,467.8 | - | - | - | 0.9% | 5,206.3% | 4,473.1% |
| 06/2025 | 3.23% | 6.65% | 10,391 | - | - | - | 0.9% | 5,124.4% | 4,442.1% |
| 05/2025 | 2.41% | 3.31% | 10,084.3 | - | - | - | 0.9% | 4,963.5% | 4,459.3% |
| 04/2025 | 0.99% | 0.88% | 9,946 | - | - | - | 0.9% | 4,863.9% | 4,537.6% |
| 03/2025 | -1.11% | -0.11% | 9,963.1 | - | - | - | 0.9% | 4,777.7% | 4,408.1% |
| 02/2025 | -0.37% | 1.01% | 10,184.6 | - | - | - | 0.9% | 4,825.4% | 4,345.2% |
| 01/2025 | 1.39% | 1.39% | 10,268 | - | - | - | 0.9% | 4,846.3% | 4,331.5% |
| 12/2024 | 0.98% | 12.39% | 10,258.1 | - | - | - | 0.92% | 4,819.8% | 4,348.6% |
| 11/2024 | 1.76% | 11.3% | 10,221.9 | - | - | - | 0.92% | 4,845.8% | 4,609.1% |
| 10/2024 | 0.28% | 9.38% | 10,159.5 | - | - | - | 0.92% | 4,793.6% | 4,847.1% |
| 09/2024 | 1.75% | 9.07% | 10,190.9 | - | - | - | 0.92% | 4,853.6% | 4,983.5% |
| 08/2024 | 0.87% | 7.2% | 10,129.4 | - | - | - | 0.92% | 4,677.7% | 4,835.5% |
| 07/2024 | 1.17% | 6.27% | 10,130.9 | - | - | - | 0.92% | 4,625.4% | 4,847.7% |
| 06/2024 | 0.64% | 5.04% | 10,093.7 | - | - | - | 0.92% | 4,564.8% | 4,820% |
| 05/2024 | 1.01% | 4.37% | 10,133 | - | - | - | 0.92% | 4,701.1% | 4,879.5% |
| 04/2024 | -1.17% | 3.33% | 10,201.2 | - | - | - | 0.92% | 4,669.2% | 4,857.3% |
| 03/2024 | 2.22% | 4.55% | 10,447.7 | - | - | - | 0.92% | 4,861.5% | 4,931.5% |
| 02/2024 | 2.16% | 2.28% | 10,308 | - | - | - | 0.92% | 4,703.3% | 4,709.7% |
| 01/2024 | 0.12% | 0.12% | 10,185.8 | - | - | - | 0.92% | 4,549.4% | 4,742.8% |
| 12/2023 | 2.07% | 8.2% | 10,165 | - | - | - | 0.95% | 4,555.8% | 4,846.2% |
| 11/2023 | 2.95% | 6.01% | 10,091.6 | - | - | - | 0.95% | 4,462.5% | 4,895.2% |
| 10/2023 | -2.77% | 2.97% | 9,901.1 | - | - | - | 0.95% | 4,202.6% | 4,787.3% |
| 09/2023 | -1.03% | 5.9% | 10,249.1 | - | - | - | 0.95% | 4,428.7% | 4,837.3% |
| 08/2023 | -0.49% | 7.01% | 10,461.1 | - | - | - | 0.95% | 4,695.1% | 5,062.5% |
| 07/2023 | 2.67% | 7.53% | 10,595.8 | - | - | - | 0.95% | 4,786.5% | 5,039.9% |
| 06/2023 | 1.93% | 4.74% | 10,454.5 | - | - | - | 0.95% | 4,675.1% | 5,087.6% |
| 05/2023 | 0.66% | 2.75% | 10,320.8 | - | - | - | 0.95% | 4,597% | 4,904.1% |
| 04/2023 | 1.62% | 2.08% | 10,361.7 | - | - | - | 0.95% | 4,581.8% | 4,826.2% |
| 03/2023 | 0.01% | 0.45% | 10,328.1 | - | - | - | 0.95% | 4,524.1% | 4,913.9% |
| 02/2023 | -1.73% | 0.44% | 10,393.3 | - | - | - | 0.95% | 4,608.4% | 4,846.5% |
| 01/2023 | 2.21% | 2.21% | 10,650.8 | - | - | - | 0.95% | 4,615.8% | 4,855.6% |
| 12/2022 | -1.4% | -8.12% | 10,465.5 | - | - | - | 1% | 4,302.8% | 4,642.2% |
| 11/2022 | 1.34% | -6.81% | 10,712 | - | - | - | 1% | 4,807.9% | 4,963.1% |
| 10/2022 | 2.2% | -8.05% | 10,612.1 | - | - | - | 1% | 4,844.4% | 4,870.3% |
| 09/2022 | -4.39% | -10.03% | 10,407.9 | - | - | - | 1% | 4,531% | 4,587.8% |
| 08/2022 | -1.33% | -5.9% | 11,026.2 | - | - | - | 1% | 4,903.4% | 4,791.5% |
| 07/2022 | 3.18% | -4.63% | 11,163 | - | - | - | 1% | 5,231.8% | 5,215.7% |
| 06/2022 | -2.38% | -7.57% | 10,864.1 | - | - | - | 1% | 4,858% | 5,243.5% |
| 05/2022 | -2.64% | -5.31% | 11,127.2 | - | - | - | 1% | 5,120.3% | 5,336.2% |
| 04/2022 | -1.28% | -2.74% | 11,388.6 | - | - | - | 1% | 5,209.5% | 5,182.4% |
| 03/2022 | 0.66% | -1.48% | 11,553.2 | - | - | - | 1% | 5,339% | 5,325.2% |
| 02/2022 | -0.71% | -2.13% | 11,536.8 | - | - | - | 1% | 5,358.4% | 5,480% |
| 01/2022 | -1.43% | -1.43% | 11,646.3 | - | - | - | 1% | 5,434.7% | 5,323.2% |
| 12/2021 | 1.97% | 14.21% | 11,802.6 | - | - | - | 1.02% | 5,360.8% | 5,307.3% |
| 11/2021 | 0.02% | 12% | 11,586.2 | - | - | - | 1.02% | 5,192.6% | 5,330.1% |
| 10/2021 | 2.25% | 11.98% | 11,664.3 | - | - | - | 1.02% | 5,228% | 5,466.1% |
| 09/2021 | -0.52% | 9.52% | 11,399.8 | - | - | - | 1.02% | 5,053% | 5,448% |
| 08/2021 | 1.39% | 10.09% | 11,468.5 | - | - | - | 1.02% | 5,072.6% | 5,519.5% |
| 07/2021 | 0.39% | 8.58% | 11,331.9 | - | - | - | 1.02% | 4,955.2% | 5,516.2% |
| 06/2021 | 0.79% | 8.16% | 11,365.4 | - | - | - | 1.02% | 4,968.2% | 5,590.3% |
| 05/2021 | 1.26% | 7.31% | 11,278.3 | - | - | - | 1.02% | 4,886.4% | 5,443.9% |
| 04/2021 | 2.07% | 5.97% | 11,177.6 | - | - | - | 1.02% | 4,792% | 5,349.4% |
| 03/2021 | 1.79% | 3.83% | 10,998.2 | - | - | - | 1.02% | 4,661.8% | 5,282.8% |
| 02/2021 | 0.85% | 2% | 10,868.5 | - | - | - | 1.02% | 4,545.4% | 5,168.8% |
| 01/2021 | 1.14% | 1.14% | 10,785.6 | - | - | - | 1.02% | 4,394.3% | 5,036.3% |
| 12/2020 | 1.85% | 3.25% | 10,677.4 | - | - | - | 1.01% | 4,258.1% | 4,589.2% |
| 11/2020 | 4.94% | 1.38% | 11,138.2 | - | - | - | 1.01% | 4,451.9% | 5,103.9% |
| 10/2020 | 0.43% | -3.39% | 10,638.5 | - | - | - | 1.01% | 4,079.7% | 4,892.2% |
| 09/2020 | -1.48% | -3.81% | 10,655.3 | - | - | - | 1.01% | 4,038.2% | 5,028% |
| 08/2020 | 2.5% | -2.36% | 10,732.4 | - | - | - | 1.01% | 4,032.9% | 5,006.6% |
| 07/2020 | 2.48% | -4.74% | 10,441.5 | - | - | - | 1.01% | 3,886.4% | 4,794% |
| 06/2020 | -0.73% | -7.05% | 10,283.2 | - | - | - | 1.01% | 3,814.7% | 4,698.8% |
| 05/2020 | 1.41% | -6.37% | 10,274.7 | - | - | - | 1.01% | 3,795.4% | 4,612.4% |
| 04/2020 | 5.1% | -7.67% | 10,246.1 | - | - | - | 1.01% | 3,709.9% | 4,412.5% |
| 03/2020 | -9.9% | -12.15% | 9,728.3 | - | - | - | 1.01% | 3,556.1% | 4,244.4% |
| 02/2020 | -2.68% | -2.5% | 11,120.9 | - | - | - | 1.01% | 4,201.5% | 4,555.3% |
| 01/2020 | 0.19% | 0.19% | 11,399.3 | - | - | - | 1.01% | 4,341.7% | 4,725.3% |
| 12/2019 | 0.95% | 11.8% | 11,378.8 | - | - | - | 0.98% | 4,351.1% | 4,817.6% |
| 11/2019 | 0.86% | 10.75% | 11,252.4 | - | - | - | 0.98% | 4,188.8% | 4,674.7% |
| 10/2019 | 1.21% | 9.8% | 11,164.7 | - | - | - | 0.98% | 4,142.4% | 4,640.7% |
| 09/2019 | 1.25% | 8.49% | 10,958.8 | - | - | - | 0.98% | 3,923% | 4,362.5% |
| 08/2019 | -0.69% | 7.15% | 10,852.8 | - | - | - | 0.98% | 3,862.4% | 4,494.8% |
| 07/2019 | 0.5% | 7.9% | 10,904.6 | - | - | - | 0.98% | 3,985.3% | 4,309.8% |
| 06/2019 | 1.86% | 7.36% | 10,834.9 | - | - | - | 0.98% | 3,978.9% | 4,411.2% |
| 05/2019 | -0.87% | 5.4% | 10,595.6 | - | - | - | 0.98% | 3,792.4% | 4,309% |
| 04/2019 | 1.72% | 6.32% | 10,672 | - | - | - | 0.98% | 3,936.3% | 4,384.4% |
| 03/2019 | 0.61% | 4.53% | 10,484.1 | - | - | - | 0.98% | 3,794.1% | 4,235.8% |
| 02/2019 | 1.17% | 3.89% | 10,475 | - | - | - | 0.98% | 3,803.1% | 4,222.2% |
| 01/2019 | 2.69% | 2.69% | 10,340.2 | - | - | - | 0.98% | 3,775.4% | 4,170.9% |
| 12/2018 | -2.86% | -0.36% | 10,008.2 | - | - | - | 1.03% | 3,606.8% | 4,046.6% |
| 11/2018 | 0.62% | 2.58% | 10,315.1 | - | - | - | 1.03% | 3,796.8% | 4,095.8% |
| 10/2018 | -1.75% | 1.95% | 10,153.5 | - | - | - | 1.03% | 3,627% | 3,957.9% |
| 09/2018 | 0.02% | 3.76% | 10,388.2 | - | - | - | 1.03% | 3,883.7% | 4,157.5% |
| 08/2018 | 1.19% | 3.74% | 10,224 | - | - | - | 1.03% | 3,837.1% | 4,042.1% |
| 07/2018 | 1.32% | 2.52% | 9,955.4 | - | - | - | 1.03% | 3,668.4% | 4,018.9% |
| 06/2018 | -0.19% | 1.19% | 9,818.7 | - | - | - | 1.03% | 3,494.7% | 3,823.2% |
| 05/2018 | 0.14% | 1.38% | 9,768.8 | - | - | - | 1.03% | 3,544.8% | 3,803.3% |
| 04/2018 | 0.89% | 1.24% | 9,700.1 | - | - | - | 1.03% | 3,494% | 3,756.9% |
| 03/2018 | -0.35% | 0.34% | 9,693.3 | - | - | - | 1.03% | 3,366% | 3,608.4% |
| 02/2018 | -0.89% | 0.7% | 9,537.3 | - | - | - | 1.03% | 3,433% | 3,576.3% |
| 01/2018 | 1.6% | 1.6% | 9,614.6 | - | - | - | 1.03% | 3,426.6% | 3,467% |
| 12/2017 | 0.89% | 7.71% | 9,460 | - | - | - | 1.04% | 3,310.7% | 3,366.7% |
| 11/2017 | 0.61% | 6.76% | 9,341.9 | - | - | - | 1.04% | 3,289.5% | 3,321.8% |
| 10/2017 | 1.13% | 6.11% | 9,224.2 | - | - | - | 1.04% | 3,324.5% | 3,322.7% |
| 09/2017 | 0.44% | 4.93% | 9,110.3 | - | - | - | 1.04% | 3,222.8% | 3,258.3% |
| 08/2017 | 0.58% | 4.47% | 9,000.3 | - | - | - | 1.04% | 3,167.6% | 3,287.2% |
| 07/2017 | 1.11% | 3.86% | 8,923.6 | - | - | - | 1.04% | 3,249.4% | 3,254.2% |
| 06/2017 | -0.4% | 2.72% | 8,847.3 | - | - | - | 1.04% | 3,181.4% | 3,186.2% |
| 05/2017 | 0.96% | 3.14% | 8,816.2 | - | - | - | 1.04% | 3,172.4% | 3,158.7% |
| 04/2017 | 1.03% | 2.15% | 8,712.9 | - | - | - | 1.04% | 3,102% | 3,155% |
| 03/2017 | 0.43% | 1.11% | 8,373 | - | - | - | 1.04% | 2,944.9% | 3,014.2% |
| 02/2017 | 0.59% | 0.68% | 8,282.5 | - | - | - | 1.04% | 2,892.8% | 3,011% |
| 01/2017 | 0.09% | 0.09% | 8,129.6 | - | - | - | 1.04% | 2,845.2% | 3,031% |
| 12/2016 | 1.11% | 3.66% | 8,303.6 | - | - | - | 1.08% | 2,844.4% | 3,090.4% |
| 11/2016 | 0.82% | 2.52% | 8,213.1 | - | - | - | 1.08% | 2,843.3% | 3,083.6% |
| 10/2016 | 0.07% | 1.69% | 8,126.7 | - | - | - | 1.08% | 2,718.7% | 2,987.4% |
| 09/2016 | -0.56% | 1.61% | 8,065.9 | - | - | - | 1.08% | 2,704.7% | 2,953.9% |
| 08/2016 | 0.09% | 2.19% | 8,095.9 | - | - | - | 1.08% | 2,701.5% | 2,954.6% |
| 07/2016 | 2.13% | 2.09% | 8,045.1 | - | - | - | 1.08% | 2,762.3% | 3,092.4% |
| 06/2016 | -0.63% | -0.03% | 7,820.1 | - | - | - | 1.08% | 2,647.7% | 2,979.5% |
| 05/2016 | 0.5% | 0.6% | 7,973 | - | - | - | 1.08% | 2,669.8% | 3,021% |
| 04/2016 | 1.12% | 0.1% | 7,875.1 | - | - | - | 1.08% | 2,650.9% | 2,997.3% |
| 03/2016 | 1.33% | -1.01% | 7,718.2 | - | - | - | 1.08% | 2,603.7% | 2,950.1% |
| 02/2016 | -0.61% | -2.31% | 7,572.9 | - | - | - | 1.08% | 2,597.3% | 2,960.8% |
| 01/2016 | -1.71% | -1.71% | 7,590.5 | - | - | - | 1.08% | 2,632.3% | 2,983.7% |
| 12/2015 | -0.7% | 2.91% | 7,663.5 | - | - | - | 1.19% | 2,674.3% | 2,737.5% |
| 11/2015 | -0.33% | 3.63% | 7,594.6 | - | - | - | 1.19% | 2,664.5% | 2,626.2% |
| 10/2015 | 2.55% | 3.98% | 7,452.2 | - | - | - | 1.19% | 2,606.4% | 2,561.5% |
| 09/2015 | -1.93% | 1.39% | 7,096.6 | - | - | - | 1.19% | 2,433.8% | 2,429.6% |
| 08/2015 | -1.57% | 3.39% | 7,207.2 | - | - | - | 1.19% | 2,526.2% | 2,551.9% |
| 07/2015 | 1.67% | 5.04% | 7,209.1 | - | - | - | 1.19% | 2,573.3% | 2,333.5% |
| 06/2015 | -2.24% | 3.31% | 6,867.3 | - | - | - | 1.19% | 2,413.8% | 2,244.8% |
| 05/2015 | 0.61% | 5.68% | 6,857.2 | - | - | - | 1.19% | 2,470% | 2,304.7% |
| 04/2015 | 0.66% | 5.04% | 6,652.8 | - | - | - | 1.19% | 2,334.1% | 2,185% |
| 03/2015 | 0.82% | 4.35% | 6,410.7 | - | - | - | 1.19% | 2,219.7% | 2,131.9% |
| 02/2015 | 2.78% | 3.5% | 6,176.3 | - | - | - | 1.19% | 2,129.3% | 2,060.7% |
| 01/2015 | 0.7% | 0.7% | 5,823.4 | - | - | - | 1.19% | 1,955.8% | 1,944.1% |
| 12/2014 | -1.59% | 6.91% | 5,721.3 | - | - | - | 1.24% | 1,959.6% | 1,872.3% |
| 11/2014 | 1.18% | 8.63% | 5,695.1 | - | - | - | 1.24% | 1,972.4% | 1,883.2% |
| 10/2014 | 0.02% | 7.37% | 5,475.8 | - | - | - | 1.24% | 1,918.5% | 1,817.8% |
| 09/2014 | 0.79% | 7.34% | 5,373 | - | - | - | 1.24% | 1,868.3% | 1,687.3% |
| 08/2014 | 2.25% | 6.5% | 5,269.7 | - | - | - | 1.24% | 1,824.8% | 1,586.5% |
| 07/2014 | 0.07% | 4.16% | 4,988.7 | - | - | - | 1.24% | 1,713.9% | 1,439.1% |
| 06/2014 | -0.1% | 4.09% | 4,871.2 | - | - | - | 1.24% | 1,672.5% | 1,392.4% |
| 05/2014 | 1.25% | 4.19% | 4,811.7 | - | - | - | 1.24% | 1,653.7% | 1,314.9% |
| 04/2014 | 0.02% | 2.9% | 4,634.7 | - | - | - | 1.24% | 1,585% | 1,241.3% |
| 03/2014 | 1.32% | 2.88% | 4,506.2 | - | - | - | 1.24% | 1,587.9% | 1,203.9% |
| 02/2014 | 1.87% | 1.54% | 4,354.9 | - | - | - | 1.24% | 1,555.9% | 1,189.8% |
| 01/2014 | -0.32% | -0.32% | 4,197.1 | - | - | - | 1.24% | 1,454.8% | 1,113.2% |
| 12/2013 | -0.02% | 11.81% | 4,148.6 | - | - | - | 1.27% | 1,468.9% | 1,088.2% |
| 11/2013 | 1.72% | 11.83% | 4,140.4 | - | - | - | 1.27% | 1,459.7% | 1,070.7% |
| 10/2013 | 1.63% | 9.94% | 3,908.6 | - | - | - | 1.27% | 1,340.2% | 998.9% |
| 09/2013 | 2.29% | 8.17% | 3,761.6 | - | - | - | 1.27% | 1,288.9% | 956.4% |
| 08/2013 | -0.43% | 5.75% | 3,621.7 | - | - | - | 1.27% | 1,228.8% | 937.9% |
| 07/2013 | 1.77% | 6.21% | 3,612.1 | - | - | - | 1.27% | 1,230.6% | 921.5% |
| 06/2013 | -1.59% | 4.36% | 3,494.8 | - | - | - | 1.27% | 1,211% | 907.8% |
| 05/2013 | 1.81% | 6.05% | 3,525.6 | - | - | - | 1.27% | 1,231.6% | 900.9% |
| 04/2013 | 0.95% | 4.16% | 3,413.4 | - | - | - | 1.27% | 1,168.2% | 843.5% |
| 03/2013 | 0.67% | 3.18% | 3,320.7 | - | - | - | 1.27% | 1,152.4% | 822.5% |
| 02/2013 | 1.35% | 2.5% | 3,249.4 | - | - | - | 1.27% | 1,118.1% | 823.1% |
| 01/2013 | 1.13% | 1.13% | 3,156.7 | - | - | - | 1.27% | 1,071.6% | 814.1% |
| 12/2012 | 0.47% | 12.29% | 3,088.1 | - | - | - | 1.28% | 1,052.8% | 790.6% |
| 11/2012 | 1.27% | 11.77% | 2,985.8 | - | - | - | 1.28% | 1,023.6% | 755.2% |
| 10/2012 | 2.09% | 10.37% | 2,915.4 | - | - | - | 1.28% | 965.7% | 745.3% |
| 09/2012 | 2.36% | 8.11% | 2,828.5 | - | - | - | 1.28% | 946.4% | 751% |
| 08/2012 | 0.7% | 5.62% | 2,740.9 | - | - | - | 1.28% | 925.5% | 725% |
| 07/2012 | 2.32% | 4.88% | 2,697 | - | - | - | 1.28% | 900.3% | 702.1% |
| 06/2012 | -0.45% | 2.5% | 2,649.7 | - | - | - | 1.28% | 855% | 698.9% |
| 05/2012 | -3.24% | 2.97% | 2,624.7 | - | - | - | 1.28% | 822.1% | 663.6% |
| 04/2012 | 1.11% | 6.41% | 2,686.7 | - | - | - | 1.28% | 882.9% | 694.4% |
| 03/2012 | 1.36% | 5.25% | 2,642.1 | - | - | - | 1.28% | 863.4% | 700% |
| 02/2012 | 0.78% | 3.83% | 2,565.8 | - | - | - | 1.28% | 833.3% | 705.7% |
| 01/2012 | 3.03% | 3.03% | 2,519 | - | - | - | 1.28% | 821.9% | 643.8% |
| 12/2011 | 0.57% | -5.57% | 2,435.6 | - | - | - | 1.51% | 809.3% | 619.4% |
| 11/2011 | -2.23% | -6.1% | 2,394.3 | - | - | - | 1.51% | 777.8% | 601% |
| 10/2011 | 3.73% | -3.96% | 2,420.1 | - | - | - | 1.51% | 770.8% | 554.1% |
| 09/2011 | -2.46% | -7.42% | 2,287.4 | - | - | - | 1.51% | 705.6% | 512.4% |
| 08/2011 | -3.54% | -5.08% | 2,336.7 | - | - | - | 1.51% | 758.2% | 551.4% |
| 07/2011 | 0% | -1.6% | 2,433.9 | - | - | - | 1.51% | 794.4% | 564.9% |
| 06/2011 | -1.23% | -1.6% | 2,388.5 | - | - | - | 1.51% | 801.7% | 552.2% |
| 05/2011 | -1.08% | -0.37% | 2,418.9 | - | - | - | 1.51% | 816.8% | 573.8% |
| 04/2011 | -0.13% | 0.72% | 2,423 | - | - | - | 1.51% | 835.6% | 575.1% |
| 03/2011 | -0.25% | 0.85% | 2,398 | - | - | - | 1.51% | 857.7% | 551.7% |
| 02/2011 | -0.03% | 1.1% | 2,377.9 | - | - | - | 1.51% | 837% | 559.4% |
| 01/2011 | 1.13% | 1.13% | 2,327 | - | - | - | 1.51% | 835.3% | 578.6% |
| 12/2010 | 1.74% | 11.64% | 2,268.2 | - | - | - | 1.18% | 799.7% | 506.5% |
| 11/2010 | -0.45% | 9.73% | 2,184.8 | - | - | - | 1.18% | 720.2% | 443.5% |
| 10/2010 | 2.75% | 10.23% | 2,167.7 | - | - | - | 1.18% | 721.4% | 441.9% |
| 09/2010 | 2.28% | 7.28% | 2,074.8 | - | - | - | 1.18% | 687.4% | 425.8% |
| 08/2010 | 0.63% | 4.89% | 2,005.8 | - | - | - | 1.18% | 643.2% | 405.7% |
| 07/2010 | 2.59% | 4.23% | 1,965.8 | - | - | - | 1.18% | 635.8% | 390% |
| 06/2010 | 0.28% | 1.6% | 1,893.8 | - | - | - | 1.18% | 584.7% | 366.2% |
| 05/2010 | -2.49% | 1.31% | 1,865.9 | - | - | - | 1.18% | 585.1% | 379.6% |
| 04/2010 | -0.8% | 3.9% | 1,907.8 | - | - | - | 1.18% | 596.3% | 368.2% |
| 03/2010 | 2.21% | 4.74% | 1,878.3 | - | - | - | 1.18% | 598.1% | 358.3% |
| 02/2010 | 1.54% | 2.47% | 1,851.1 | - | - | - | 1.18% | 587.6% | 348.6% |
| 01/2010 | 0.92% | 0.92% | 1,793.3 | - | - | - | 1.18% | 551.3% | 321.9% |
| 12/2009 | 0.49% | 40.54% | 1,762.4 | - | - | - | 1.28% | - | - |
| 11/2009 | 2.47% | 39.85% | 1,725.7 | - | - | - | 1.28% | - | - |
| 10/2009 | 2.41% | 36.48% | 1,678.5 | - | - | - | 1.28% | - | - |
| 09/2009 | 1.54% | 33.27% | 1,618.9 | - | - | - | 1.28% | - | - |
| 08/2009 | 2.26% | 31.25% | 1,595.4 | - | - | - | 1.28% | - | - |
| 07/2009 | 3.03% | 28.35% | 1,546.3 | - | - | - | 1.28% | - | - |
| 06/2009 | 2.76% | 24.57% | 1,495.9 | - | - | - | 1.28% | - | - |
| 05/2009 | 3.11% | 21.23% | 1,431.4 | - | - | - | 1.28% | - | - |
| 04/2009 | 5.73% | 17.57% | 1,368 | - | - | - | 1.28% | - | - |
| 03/2009 | 3.31% | 11.2% | 1,291.1 | - | - | - | 1.28% | - | - |
| 02/2009 | 1.38% | 7.64% | 1,246.8 | - | - | - | 1.28% | - | - |
| 01/2009 | 6.17% | 6.17% | 1,195 | - | - | - | 1.28% | - | - |
| 12/2008 | -0.38% | -23.12% | 1,087.5 | - | - | - | 1.12% | - | - |
| 11/2008 | -4.86% | -22.83% | 1,070.5 | - | - | - | 1.12% | - | - |
| 10/2008 | -8.97% | -18.89% | 1,151.3 | - | - | - | 1.12% | - | - |
| 09/2008 | -6.46% | -10.9% | 1,262.6 | - | - | - | 1.12% | - | - |
| 08/2008 | -0.18% | -4.74% | 1,377.2 | - | - | - | 1.12% | - | - |
| 07/2008 | -0.97% | -4.57% | 1,367.1 | - | - | - | 1.12% | - | - |
| 06/2008 | -1.26% | -3.64% | 1,376.7 | - | - | - | 1.12% | - | - |
| 05/2008 | 1.16% | -2.41% | 1,399.7 | - | - | - | 1.12% | - | - |
| 04/2008 | 2.03% | -3.52% | 1,371.8 | - | - | - | 1.12% | - | - |
| 03/2008 | -3.21% | -5.44% | 1,337.4 | - | - | - | 1.12% | - | - |
| 02/2008 | 1.13% | -2.31% | 1,416.4 | - | - | - | 1.12% | - | - |
| 01/2008 | -3.4% | -3.4% | 1,419.2 | - | - | - | 1.12% | - | - |
| 12/2007 | -0.34% | 6.92% | 1,477.1 | - | - | - | 1.07% | - | - |
| 11/2007 | -2.22% | 7.29% | 1,447.7 | - | - | - | 1.07% | - | - |
| 10/2007 | 2.2% | 9.72% | 1,430.5 | - | - | - | 1.07% | - | - |
| 09/2007 | 1.14% | 7.36% | 1,350.4 | - | - | - | 1.07% | - | - |
| 08/2007 | -2.96% | 6.15% | 1,258.2 | - | - | - | 1.07% | - | - |
| 07/2007 | -0.21% | 9.39% | 1,262.5 | - | - | - | 1.07% | - | - |
| 06/2007 | 0.76% | 9.62% | 1,187.6 | - | - | - | 1.07% | - | - |
| 05/2007 | 2.72% | 8.79% | 1,120.9 | - | - | - | 1.07% | - | - |
| 04/2007 | 2.53% | 5.91% | 1,033.9 | - | - | - | 1.07% | - | - |
| 03/2007 | 0.4% | 3.3% | 952.2 | - | - | - | 1.07% | - | - |
| 02/2007 | 0.89% | 2.89% | 898.4 | - | - | - | 1.07% | - | - |
| 01/2007 | 1.98% | 1.98% | 833 | - | - | - | 1.07% | - | - |
| 12/2006 | 0% | 8.74% | 754.7 | - | - | - | 1.03% | - | - |
| 11/2006 | 1.46% | 8.74% | 693.1 | - | - | - | 1.03% | - | - |
| 10/2006 | 2.18% | 7.18% | 637 | - | - | - | 1.03% | - | - |
| 09/2006 | 0.37% | 4.89% | 583.8 | - | - | - | 1.03% | - | - |
| 08/2006 | 0.98% | 4.5% | 543.3 | - | - | - | 1.03% | - | - |
| 07/2006 | 0.52% | 3.49% | 505.9 | - | - | - | 1.03% | - | - |
| 06/2006 | -1.86% | 2.95% | 488.1 | - | - | - | 1.03% | - | - |
| 05/2006 | 0.18% | 4.91% | 460.9 | - | - | - | 1.03% | - | - |
| 04/2006 | 1.62% | 4.72% | 756.1 | - | - | - | 1.03% | - | - |
| 03/2006 | 1.07% | 3.05% | 318.4 | - | - | - | 1.03% | - | - |
| 02/2006 | -0.16% | 1.96% | 239.6 | - | - | - | 1.03% | - | - |
| 01/2006 | 2.12% | 2.12% | 239.6 | - | - | - | 1.03% | - | - |
| 12/2005 | 0.18% | 15.19% | 239.6 | - | - | - | 0.34% | - | - |
| 11/2005 | 0.35% | 14.99% | 183.4 | - | - | - | 0.34% | - | - |
| 10/2005 | 0.47% | 14.59% | 183.4 | - | - | - | 0.34% | - | - |
| 09/2005 | 2% | 14.05% | 183.4 | - | - | - | 0.34% | - | - |
| 08/2005 | 1.86% | 11.81% | 118.9 | - | - | - | 0.34% | - | - |
| 07/2005 | 2.82% | 9.77% | 118.9 | - | - | - | 0.34% | - | - |
| 06/2005 | -0.92% | 6.76% | 118.9 | - | - | - | 0.34% | - | - |
| 05/2005 | 1.1% | 7.75% | 67.1 | - | - | - | 0.34% | - | - |
| 04/2005 | 1.99% | 6.58% | 67.1 | - | - | - | 0.34% | - | - |
| 03/2005 | 0.29% | 4.5% | 67.1 | - | - | - | 0.34% | - | - |
| 02/2005 | 1.34% | 4.2% | 27.5 | - | - | - | 0.34% | - | - |
| 01/2005 | 2.82% | 2.82% | 27.5 | - | - | - | 0.34% | - | - |
| 12/2004 | 2.01% | - | 27.5 | - | - | - | - | - | - |
| 11/2004 | 1.54% | - | 13.9 | - | - | - | - | - | - |
| 10/2004 | 0.17% | - | 13.9 | - | - | - | - | - | - |
| 09/2004 | 0.85% | - | 13.9 | - | - | - | - | - | - |
| 08/2004 | 0% | - | 5.2 | - | - | - | - | - | - |
| 07/2004 | -0.1% | - | 5.2 | - | - | - | - | - | - |
| 06/2004 | 1.27% | - | 5.2 | - | - | - | - | - | - |
| 05/2004 | 0.73% | - | 1.5 | - | - | - | - | - | - |
| 04/2004 | 0.64% | - | 1.5 | - | - | - | - | - | - |
| 03/2004 | 1.21% | - | 1.5 | - | - | - | - | - | - |
| 02/2004 | 0.51% | - | - | - | - | - | - | - | - |
| 01/2004 | 1.82% | - | - | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של מנורה-קרן י' חדשה?
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' חדשה?
0.88% לשנה מהצבירה בממוצע ו-2.81% מההפקדות. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם מנורה-קרן י' חדשה 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.