הראל-קרן י': תשואה, דמי ניהול וסיכון
הראל-קרן י' מנוהלת על ידי , בסיווג פוליסות שהונפקו בשנים 1992-2003; 331 חודשי דיווח מ-01/1999 עד 07/2026.
תשואה 07/2026
-1.15%
מתחילת השנה
6.3%
3 שנים מצטבר
36.8%
5 שנים מצטבר
45.19%
דמי ניהול מצבירה
2.03%
לשנה
נכסים
27,591
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: 27,591 מיליון ש"ח, מקום 4 מתוך 15 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 45.19%, מקום 7 מתוך 15 בקטגוריה; ל-3 שנים: 36.8% (מקום 9 מתוך 15).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,519 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 20,384 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 2.03% לשנה (מקום 8 מתוך 15 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-33,647 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -20.7% בין 10/2007 ל-12/2008.
- סטיית תקן: 5.61; מדד שארפ: 1.01 (מקום 8 מתוך 15); חשיפה למניות 13,585.6%, לחו"ל 13,433.6%, למט"ח 4,976.3%.
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 | 12.71% | 4.03% | 8.58% | -0.59% | 20.47% | 10.67% | 15.17% | 9.5% | 8.56% | -19.26% | 33.56% | 10.84% | -3.26% | 11.63% | 11.89% | 6.12% | 3.41% | 4.9% | 9.15% | -0.85% | 12.22% | 4.76% | 15.27% | -6.69% | 7.9% | 11.77% | 14.28% |
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) | 27,591 | 4 / 15 |
| דמי ניהול מצבירה (נמוך = 1) | 2.03% | 8 / 15 |
| תשואה מתחילת השנה | 6.3% | 6 / 15 |
| תשואה 3 שנים | 36.8% | 9 / 15 |
| תשואה 5 שנים | 45.19% | 7 / 15 |
| מדד שארפ | 1.01 | 8 / 15 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הפניקס -קרן י' 37,823 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
- כלל-קרן י' 50,255 מ' ש"ח
- הראל מסלול משתתף ברווחים בסיסי למקבלי קצבה 3,494 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -1.15% | 6.3% | 27,590.9 | - | - | - | 2.03% | 13,585.6% | 13,433.6% |
| 06/2026 | -0.38% | 7.54% | 27,916.2 | - | - | - | 2.03% | 14,565.8% | 14,793.5% |
| 05/2026 | 2.48% | 7.95% | 27,980.2 | - | - | - | 2.03% | 14,511.5% | 14,469.1% |
| 04/2026 | 4.69% | 5.34% | 27,512.7 | - | - | - | 2.03% | 14,614.1% | 14,305.9% |
| 03/2026 | -2.54% | 0.62% | 26,453.9 | - | - | - | 2.03% | 14,102.7% | 13,793.5% |
| 02/2026 | 0.79% | 3.24% | 27,324.3 | - | - | - | 2.03% | 14,144.1% | 13,301.5% |
| 01/2026 | 2.43% | 2.43% | 27,235.9 | - | - | - | 2.03% | 14,169% | 13,299.7% |
| 12/2025 | 0.99% | 14.28% | 26,913.3 | - | - | - | 0.58% | 13,570% | 13,968.3% |
| 11/2025 | 1.04% | 13.16% | 26,810.3 | - | - | - | 0.58% | 13,493.5% | 13,489.4% |
| 10/2025 | 1.61% | 11.99% | 26,723.2 | - | - | - | 0.58% | 13,378.6% | 13,462.3% |
| 09/2025 | 2.17% | 10.22% | 26,519 | - | - | - | 0.58% | 13,164.7% | 13,419.5% |
| 08/2025 | 1.05% | 7.88% | 26,079 | - | - | - | 0.58% | 12,801.6% | 13,404.4% |
| 07/2025 | 0.89% | 6.75% | 25,946 | - | - | - | 0.58% | 12,546.9% | 13,276.3% |
| 06/2025 | 2.82% | 5.81% | 25,838.3 | - | - | - | 0.58% | 12,077.7% | 13,420.7% |
| 05/2025 | 1.93% | 2.91% | 25,308.2 | - | - | - | 0.58% | 11,732.7% | 13,642.4% |
| 04/2025 | 0.71% | 0.96% | 24,949.2 | - | - | - | 0.58% | 11,632.8% | 14,073.1% |
| 03/2025 | -0.79% | 0.25% | 24,900.3 | - | - | - | 0.58% | 11,710.9% | 13,663.8% |
| 02/2025 | -0.12% | 1.05% | 25,166 | - | - | - | 0.58% | 12,013% | 13,624.9% |
| 01/2025 | 1.17% | 1.17% | 25,464.6 | - | - | - | 0.58% | 12,171.7% | 13,821.9% |
| 12/2024 | 0.45% | 11.77% | 25,242 | - | - | - | 0.57% | 11,563.8% | 13,050.1% |
| 11/2024 | 1.81% | 11.27% | 25,249.4 | - | - | - | 0.57% | 11,659% | 13,470.1% |
| 10/2024 | 0.02% | 9.29% | 24,995.4 | - | - | - | 0.57% | 11,407.5% | 13,420.9% |
| 09/2024 | 1.71% | 9.27% | 25,105.4 | - | - | - | 0.57% | 11,599.5% | 13,706.4% |
| 08/2024 | 0.96% | 7.43% | 24,972.5 | - | - | - | 0.57% | 11,294.3% | 13,324.8% |
| 07/2024 | 1.32% | 6.41% | 24,680.7 | - | - | - | 0.57% | 11,210.4% | 13,212.4% |
| 06/2024 | 0.68% | 5.02% | 24,328.3 | - | - | - | 0.57% | 10,993% | 13,122% |
| 05/2024 | 1.04% | 4.31% | 24,358.8 | - | - | - | 0.57% | 10,916.3% | 12,865.1% |
| 04/2024 | -1.19% | 3.24% | 24,165.2 | - | - | - | 0.57% | 10,789.1% | 12,664% |
| 03/2024 | 2.28% | 4.48% | 24,465.9 | - | - | - | 0.57% | 11,164.2% | 12,919.7% |
| 02/2024 | 2% | 2.15% | 24,232.3 | - | - | - | 0.57% | 10,704.9% | 12,458.1% |
| 01/2024 | 0.15% | 0.15% | 23,751.5 | - | - | - | 0.57% | 10,367.3% | 12,182.2% |
| 12/2023 | 1.75% | 7.9% | 23,820 | - | - | - | 0.57% | 9,975.5% | 11,956.4% |
| 11/2023 | 2.67% | 6.04% | 23,504 | - | - | - | 0.57% | 9,825.1% | 11,926.6% |
| 10/2023 | -2.32% | 3.29% | 23,000.8 | - | - | - | 0.57% | 9,826.7% | 12,058.7% |
| 09/2023 | -1.04% | 5.74% | 23,524.5 | - | - | - | 0.57% | 10,122.4% | 11,969.7% |
| 08/2023 | -0.22% | 6.85% | 23,892.2 | - | - | - | 0.57% | 10,648.7% | 12,549.6% |
| 07/2023 | 2% | 7.09% | 24,096.7 | - | - | - | 0.57% | 10,719.9% | 12,666.1% |
| 06/2023 | 1.61% | 4.99% | 23,713.1 | - | - | - | 0.57% | 10,400.8% | 12,448.9% |
| 05/2023 | 0.88% | 3.32% | 23,418.7 | - | - | - | 0.57% | 10,197% | 12,145.6% |
| 04/2023 | 1.41% | 2.42% | 23,291.2 | - | - | - | 0.57% | 10,274.4% | 12,084.1% |
| 03/2023 | 0.05% | 1% | 23,157.2 | - | - | - | 0.57% | 10,105.4% | 11,928.9% |
| 02/2023 | -1.12% | 0.95% | 23,124 | - | - | - | 0.57% | 10,236.7% | 12,033.7% |
| 01/2023 | 2.09% | 2.09% | 23,309.7 | - | - | - | 0.57% | 10,226% | 11,909.4% |
| 12/2022 | -1.56% | -6.69% | 22,795.2 | - | - | - | 2.22% | 9,903.8% | 11,396.2% |
| 11/2022 | 1.23% | -5.21% | 23,247 | - | - | - | 2.22% | 10,377.4% | 11,401.1% |
| 10/2022 | 1.82% | -6.36% | 23,005 | - | - | - | 2.22% | 10,467% | 11,362.3% |
| 09/2022 | -3.77% | -8.04% | 22,663.9 | - | - | - | 2.22% | 10,165.5% | 11,002.8% |
| 08/2022 | -1.18% | -4.43% | 23,587 | - | - | - | 2.22% | 10,651.3% | 11,270.4% |
| 07/2022 | 2.93% | -3.29% | 24,044.6 | - | - | - | 2.22% | 11,193.8% | 12,262.1% |
| 06/2022 | -1.86% | -6.05% | 23,371.9 | - | - | - | 2.22% | 10,696% | 11,754.9% |
| 05/2022 | -2.34% | -4.27% | 23,876.2 | - | - | - | 2.22% | 10,973.9% | 12,016% |
| 04/2022 | -0.98% | -1.97% | 24,410.1 | - | - | - | 2.22% | 11,235.3% | 11,860.4% |
| 03/2022 | 0.9% | -1% | 24,755.7 | - | - | - | 2.22% | 11,389.9% | 12,001.9% |
| 02/2022 | -0.34% | -1.88% | 24,646.3 | - | - | - | 2.22% | 11,467.7% | 11,937.6% |
| 01/2022 | -1.55% | -1.55% | 24,831.7 | - | - | - | 2.22% | 11,575.4% | 11,920.1% |
| 12/2021 | 2.11% | 15.27% | 25,225.1 | - | - | - | 1.26% | 11,808.8% | 12,460.4% |
| 11/2021 | 0.24% | 12.89% | 24,876.1 | - | - | - | 1.26% | 11,315.5% | 11,830% |
| 10/2021 | 2.16% | 12.62% | 24,943.3 | - | - | - | 1.26% | 11,560.7% | 12,194.7% |
| 09/2021 | -0.32% | 10.24% | 24,473.7 | - | - | - | 1.26% | 11,215.1% | 11,925.9% |
| 08/2021 | 1.9% | 10.59% | 24,640.8 | - | - | - | 1.26% | 11,352.9% | 12,200.7% |
| 07/2021 | 0.06% | 8.53% | 24,256.1 | - | - | - | 1.26% | 10,945.1% | 11,897.2% |
| 06/2021 | 0.62% | 8.47% | 24,248.1 | - | - | - | 1.26% | 10,814% | 11,654.6% |
| 05/2021 | 1.81% | 7.8% | 24,337.5 | - | - | - | 1.26% | 11,018.5% | 11,458.5% |
| 04/2021 | 1.52% | 5.88% | 24,042.3 | - | - | - | 1.26% | 10,722.5% | 11,327% |
| 03/2021 | 2.03% | 4.3% | 23,682.9 | - | - | - | 1.26% | 10,678% | 11,298.9% |
| 02/2021 | 1.24% | 2.22% | 23,405.4 | - | - | - | 1.26% | 10,367.9% | 10,971.6% |
| 01/2021 | 0.97% | 0.97% | 23,200.6 | - | - | - | 1.26% | 10,123.2% | 10,833.3% |
| 12/2020 | 1.73% | 4.76% | 22,997.1 | - | - | - | 1.73% | 9,872.2% | 10,539.8% |
| 11/2020 | 4.38% | 2.98% | 22,803.6 | - | - | - | 1.73% | 9,745.7% | 10,570.7% |
| 10/2020 | -0.03% | -1.34% | 21,883.2 | - | - | - | 1.73% | 8,966.1% | 10,006.2% |
| 09/2020 | -1.12% | -1.31% | 21,908 | - | - | - | 1.73% | 8,780.3% | 9,869% |
| 08/2020 | 2.76% | -0.19% | 22,197 | - | - | - | 1.73% | 8,992% | 10,123.3% |
| 07/2020 | 2.04% | -2.88% | 21,705.8 | - | - | - | 1.73% | 8,642.1% | 9,681.6% |
| 06/2020 | -0.56% | -4.82% | 21,284.9 | - | - | - | 1.73% | 8,288.1% | 9,327.9% |
| 05/2020 | 1.22% | -4.28% | 21,460.9 | - | - | - | 1.73% | 8,193.6% | 9,049% |
| 04/2020 | 4.95% | -5.43% | 21,201.5 | - | - | - | 1.73% | 8,181.3% | 9,204.3% |
| 03/2020 | -8.12% | -9.89% | 20,230.8 | - | - | - | 1.73% | 7,863% | 8,963.5% |
| 02/2020 | -2.02% | -1.93% | 22,096.9 | - | - | - | 1.73% | 8,772.8% | 9,267% |
| 01/2020 | 0.09% | 0.09% | 22,617.5 | - | - | - | 1.73% | 9,223.7% | 9,806.5% |
| 12/2019 | 0.96% | 12.22% | 22,606.7 | - | - | - | 0.58% | 9,274% | 9,873.6% |
| 11/2019 | 1.01% | 11.16% | 22,462.7 | - | - | - | 0.58% | 9,292.2% | 9,698.8% |
| 10/2019 | 1.43% | 10.05% | 22,342.2 | - | - | - | 0.58% | 9,074.7% | 9,645.9% |
| 09/2019 | 0.89% | 8.49% | 22,042.3 | - | - | - | 0.58% | 8,788.8% | 9,334.6% |
| 08/2019 | -0.18% | 7.54% | 21,903.8 | - | - | - | 0.58% | 8,679.6% | 9,257.1% |
| 07/2019 | 0.47% | 7.73% | 21,966 | - | - | - | 0.58% | 8,777.7% | 9,335.4% |
| 06/2019 | 2.17% | 7.23% | 21,871.8 | - | - | - | 0.58% | 8,914.5% | 9,480.6% |
| 05/2019 | -1.39% | 4.95% | 21,408.8 | - | - | - | 0.58% | 8,710.9% | 9,203.2% |
| 04/2019 | 1.54% | 6.43% | 21,786.1 | - | - | - | 0.58% | 9,057% | 9,597.7% |
| 03/2019 | 0.91% | 4.82% | 21,463.4 | - | - | - | 0.58% | 8,918.5% | 9,511.8% |
| 02/2019 | 1.11% | 3.87% | 21,423.2 | - | - | - | 0.58% | 8,773.6% | 9,407.9% |
| 01/2019 | 2.73% | 2.73% | 21,236.8 | - | - | - | 0.58% | 8,911.6% | 9,529.3% |
| 12/2018 | -2.99% | -0.85% | 20,688 | - | - | - | 1.71% | 8,591.5% | 9,355.9% |
| 11/2018 | 0.57% | 2.2% | 21,309.1 | - | - | - | 1.71% | 9,116.8% | 9,698.2% |
| 10/2018 | -2.17% | 1.62% | 21,152.2 | - | - | - | 1.71% | 9,039.3% | 9,746.9% |
| 09/2018 | 0.4% | 3.88% | 21,626.8 | - | - | - | 1.71% | 9,188.9% | 9,999.1% |
| 08/2018 | 1.1% | 3.46% | 21,673.9 | - | - | - | 1.71% | 9,140.6% | 9,978.3% |
| 07/2018 | 1.2% | 2.34% | 21,446.4 | - | - | - | 1.71% | 9,160% | 10,100.7% |
| 06/2018 | 0.21% | 1.12% | 21,201.6 | - | - | - | 1.71% | 9,125.3% | 10,025.2% |
| 05/2018 | 0.19% | 0.91% | 21,170.9 | - | - | - | 1.71% | 8,858.9% | 9,683.9% |
| 04/2018 | 0.83% | 0.72% | 21,178.5 | - | - | - | 1.71% | 8,696.8% | 9,575.1% |
| 03/2018 | -0.62% | -0.11% | 21,015.2 | - | - | - | 1.71% | 8,491.1% | 9,268.5% |
| 02/2018 | -1.02% | 0.51% | 21,147.8 | - | - | - | 1.71% | 8,668.8% | 9,295.4% |
| 01/2018 | 1.55% | 1.55% | 21,487.2 | - | - | - | 1.71% | 8,709.2% | 9,505% |
| 12/2017 | 0.94% | 9.15% | 21,164.7 | - | - | - | 1.23% | 8,532.6% | 9,310.9% |
| 11/2017 | 0.8% | 8.14% | 21,019.2 | - | - | - | 1.23% | 8,475.2% | 9,182.8% |
| 10/2017 | 1.05% | 7.28% | 20,914.5 | - | - | - | 1.23% | 8,392.6% | 8,646.8% |
| 09/2017 | 0.67% | 6.16% | 20,749.6 | - | - | - | 1.23% | 8,229.8% | 8,464.5% |
| 08/2017 | 0.32% | 5.46% | 20,624.3 | - | - | - | 1.23% | 8,120.6% | 8,416.1% |
| 07/2017 | 1.26% | 5.12% | 20,653.6 | - | - | - | 1.23% | 8,015.3% | 8,305.9% |
| 06/2017 | -0.29% | 3.81% | 20,519.8 | - | - | - | 1.23% | 7,896.6% | 8,056% |
| 05/2017 | 1.11% | 4.11% | 20,668.5 | - | - | - | 1.23% | 8,026.7% | 8,187.2% |
| 04/2017 | 1.11% | 2.97% | 20,434.5 | - | - | - | 1.23% | 7,964.3% | 8,323.9% |
| 03/2017 | 0.58% | 1.84% | 20,303.7 | - | - | - | 1.23% | 7,924.5% | 8,373.9% |
| 02/2017 | 0.73% | 1.25% | 20,231.7 | - | - | - | 1.23% | 7,830.2% | 8,360.7% |
| 01/2017 | 0.52% | 0.52% | 20,069.9 | - | - | - | 1.23% | 7,766.2% | 8,441.8% |
| 12/2016 | 1.09% | 4.9% | 19,946.2 | - | - | - | 1.13% | 7,792.3% | 8,569.5% |
| 11/2016 | 0.42% | 3.77% | 19,719.1 | - | - | - | 1.13% | 7,533.4% | 8,641.4% |
| 10/2016 | 0.09% | 3.33% | 19,589.1 | - | - | - | 1.13% | 7,458.2% | 8,394.5% |
| 09/2016 | -0.46% | 3.24% | 19,580.4 | - | - | - | 1.13% | 7,428.2% | 8,252.5% |
| 08/2016 | 0.53% | 3.72% | 19,671.3 | - | - | - | 1.13% | 7,492.8% | 8,396.1% |
| 07/2016 | 2.36% | 3.17% | 19,564.9 | - | - | - | 1.13% | 7,477.6% | 8,332.9% |
| 06/2016 | -0.29% | 0.79% | 19,100.8 | - | - | - | 1.13% | 7,204.3% | 8,085.4% |
| 05/2016 | 0.74% | 1.08% | 19,167.4 | - | - | - | 1.13% | 7,389.5% | 8,102.4% |
| 04/2016 | 0.59% | 0.34% | 19,066.2 | - | - | - | 1.13% | 7,243.9% | 8,043.4% |
| 03/2016 | 2.04% | -0.25% | 18,943.1 | - | - | - | 1.13% | 7,402.6% | 8,097.1% |
| 02/2016 | -0.43% | -2.24% | 18,584.8 | - | - | - | 1.13% | 7,419% | 8,063.9% |
| 01/2016 | -1.82% | -1.82% | 18,540.7 | - | - | - | 1.13% | 7,517.4% | 8,120% |
| 12/2015 | -0.77% | 3.41% | 18,900.2 | - | - | - | 1.38% | 7,835.1% | 7,986.9% |
| 11/2015 | 0.14% | 4.21% | 18,932.1 | - | - | - | 1.38% | 7,899.3% | 7,934.2% |
| 10/2015 | 2.91% | 4.07% | 18,946.4 | - | - | - | 1.38% | 7,934.9% | 7,945% |
| 09/2015 | -2.06% | 1.13% | 18,409 | - | - | - | 1.38% | 7,659.6% | 7,719.4% |
| 08/2015 | -1.97% | 3.25% | 18,708.7 | - | - | - | 1.38% | 7,879.2% | 7,887.6% |
| 07/2015 | 1.47% | 5.33% | 19,009 | - | - | - | 1.38% | 8,007.8% | 7,766.3% |
| 06/2015 | -1.93% | 3.8% | 18,738 | - | - | - | 1.38% | 7,728.3% | 7,530.2% |
| 05/2015 | 0.63% | 5.84% | 19,039.1 | - | - | - | 1.38% | 7,929.6% | 7,800.7% |
| 04/2015 | 0.89% | 5.18% | 18,984.9 | - | - | - | 1.38% | 7,884.4% | 7,783.7% |
| 03/2015 | 0.51% | 4.25% | 18,830.9 | - | - | - | 1.38% | 7,943.9% | 7,817.6% |
| 02/2015 | 3.24% | 3.73% | 18,844 | - | - | - | 1.38% | 7,838.1% | 7,903.4% |
| 01/2015 | 0.47% | 0.47% | 18,187.5 | - | - | - | 1.38% | 7,355.7% | 7,500.6% |
| 12/2014 | -1.32% | 6.12% | 18,104.7 | - | - | - | 1.85% | 7,259.8% | 7,364.9% |
| 11/2014 | 1.08% | 7.54% | 18,386.5 | - | - | - | 1.85% | 7,464.8% | 7,574.3% |
| 10/2014 | 0.29% | 6.39% | 18,095.6 | - | - | - | 1.85% | 7,253.9% | 7,410.7% |
| 09/2014 | 0.18% | 6.08% | 18,051.3 | - | - | - | 1.85% | 7,119.4% | 7,148.2% |
| 08/2014 | 1.89% | 5.89% | 18,013.9 | - | - | - | 1.85% | 6,991.5% | 7,045.9% |
| 07/2014 | -0.23% | 3.93% | 17,661.3 | - | - | - | 1.85% | 6,700.6% | 6,737.6% |
| 06/2014 | 0.02% | 4.17% | 17,683.8 | - | - | - | 1.85% | 6,771.4% | 6,776.6% |
| 05/2014 | 1.08% | 4.15% | 17,723.1 | - | - | - | 1.85% | 6,778.7% | 6,709.9% |
| 04/2014 | 0.25% | 3.04% | 17,534.8 | - | - | - | 1.85% | 6,646.6% | 6,547.7% |
| 03/2014 | 1.24% | 2.78% | 17,555.4 | - | - | - | 1.85% | 6,705.3% | 6,528.7% |
| 02/2014 | 2.02% | 1.52% | 17,380.5 | - | - | - | 1.85% | 6,660.5% | 6,431.9% |
| 01/2014 | -0.49% | -0.49% | 17,038.8 | - | - | - | 1.85% | 6,355.6% | 6,104.7% |
| 12/2013 | 0.41% | 11.89% | 17,077.6 | - | - | - | 0.98% | 6,438.8% | 6,074.3% |
| 11/2013 | 1.86% | 11.43% | 17,057.3 | - | - | - | 0.98% | 6,497.5% | 6,097.1% |
| 10/2013 | 1.62% | 9.39% | 16,759.6 | - | - | - | 0.98% | 6,392.4% | 5,960.9% |
| 09/2013 | 2.37% | 7.65% | 16,505.8 | - | - | - | 0.98% | 6,237.8% | 5,800.9% |
| 08/2013 | -0.7% | 5.16% | 16,147.3 | - | - | - | 0.98% | 6,130.5% | 5,726.1% |
| 07/2013 | 1.74% | 5.9% | 16,262.3 | - | - | - | 0.98% | 6,161.9% | 5,632.8% |
| 06/2013 | -1.4% | 4.09% | 15,997.1 | - | - | - | 0.98% | 6,009.1% | 5,497.7% |
| 05/2013 | 1.72% | 5.57% | 16,089.6 | - | - | - | 0.98% | 6,117.3% | 5,648.3% |
| 04/2013 | 0.81% | 3.78% | 15,842.9 | - | - | - | 0.98% | 5,945% | 5,457.2% |
| 03/2013 | 0.7% | 2.95% | 15,727.7 | - | - | - | 0.98% | 5,741% | 5,247.3% |
| 02/2013 | 1.07% | 2.23% | 15,768.7 | - | - | - | 0.98% | 5,741% | 5,291.4% |
| 01/2013 | 1.15% | 1.15% | 15,595.1 | - | - | - | 0.98% | 5,667.1% | 5,167.4% |
| 12/2012 | 0.24% | 11.63% | 14,558.4 | - | - | - | 0.57% | 5,181.7% | 4,756.6% |
| 11/2012 | 1.03% | 11.37% | 14,477.1 | - | - | - | 0.57% | 5,155.3% | 4,732.9% |
| 10/2012 | 1.63% | 10.23% | 14,336.6 | - | - | - | 0.57% | 5,128.7% | 4,781.1% |
| 09/2012 | 2% | 8.46% | 14,120.9 | - | - | - | 0.57% | 5,043.4% | 4,746.9% |
| 08/2012 | 0.75% | 6.34% | 13,801.9 | - | - | - | 0.57% | 4,951.1% | 4,734.9% |
| 07/2012 | 2.09% | 5.54% | 13,682.9 | - | - | - | 0.57% | 4,861.4% | 4,420.9% |
| 06/2012 | 0.36% | 3.38% | 13,404.7 | - | - | - | 0.57% | 3,066.8% | 2,701.1% |
| 05/2012 | -2.8% | 3.01% | 13,366.5 | - | - | - | 0.57% | 3,038.1% | 2,672.6% |
| 04/2012 | 1% | 5.98% | 13,750.2 | - | - | - | 0.57% | 4,812.4% | 4,378% |
| 03/2012 | 1.3% | 4.93% | 13,619.3 | - | - | - | 0.57% | 3,224% | 2,817.3% |
| 02/2012 | 0.9% | 3.58% | 13,508.6 | - | - | - | 0.57% | 4,735.5% | 4,355% |
| 01/2012 | 2.66% | 2.66% | 13,377.5 | - | - | - | 0.57% | 4,660.5% | 4,088.6% |
| 12/2011 | 0.9% | -3.26% | 13,005.8 | - | - | - | 1.55% | 4,526% | 3,990.6% |
| 11/2011 | -1.97% | -4.12% | 12,863.6 | - | - | - | 1.55% | 4,592% | 4,026.6% |
| 10/2011 | 4.02% | -2.19% | 13,068.2 | - | - | - | 1.55% | 4,583.3% | 4,028.3% |
| 09/2011 | -2.43% | -5.97% | 12,541.1 | - | - | - | 1.55% | 4,277.6% | 3,862.2% |
| 08/2011 | -3.2% | -3.63% | 12,810.6 | - | - | - | 1.55% | 4,394.9% | 3,803.6% |
| 07/2011 | -0.18% | -0.44% | 13,205 | - | - | - | 1.55% | 4,615.8% | 3,871% |
| 06/2011 | -1.1% | -0.27% | 13,215.8 | - | - | - | 1.55% | 4,725.9% | 3,927.4% |
| 05/2011 | -0.82% | 0.84% | 13,335.8 | - | - | - | 1.55% | 4,791.6% | 3,999.7% |
| 04/2011 | 0.33% | 1.68% | 13,423.6 | - | - | - | 1.55% | 4,890.4% | 4,005.3% |
| 03/2011 | 0.04% | 1.34% | 13,382.5 | - | - | - | 1.55% | 4,909.5% | 3,908.9% |
| 02/2011 | 0.3% | 1.3% | 13,359.2 | - | - | - | 1.55% | 4,817.5% | 3,827.5% |
| 01/2011 | 1% | 1% | 13,289.6 | - | - | - | 1.55% | 4,804.8% | 3,772.6% |
| 12/2010 | 1.89% | 10.84% | 13,139.1 | - | - | - | 0.64% | 3,943.3% | 2,742.5% |
| 11/2010 | -0.53% | 8.78% | 12,937.3 | - | - | - | 0.64% | 4,434.1% | 3,238.6% |
| 10/2010 | 2.67% | 9.36% | 13,018.5 | - | - | - | 0.64% | 4,431.7% | 3,271.2% |
| 09/2010 | 2.3% | 6.51% | 12,641 | - | - | - | 0.64% | 4,279% | 3,140.9% |
| 08/2010 | 0.48% | 4.12% | 12,463.6 | - | - | - | 0.64% | 4,057.8% | 2,985.5% |
| 07/2010 | 2.51% | 3.62% | 12,321.2 | - | - | - | 0.64% | 4,012.7% | 2,916.4% |
| 06/2010 | 0.15% | 1.09% | 11,976.2 | - | - | - | 0.64% | 3,741.8% | 2,743.7% |
| 05/2010 | -2.26% | 0.93% | 11,804.9 | - | - | - | 0.64% | 3,728.3% | 2,698.2% |
| 04/2010 | -0.73% | 3.27% | 12,083.2 | - | - | - | 0.64% | 3,718.5% | 2,688.5% |
| 03/2010 | 2.04% | 4.03% | 12,253.6 | - | - | - | 0.64% | 3,854.2% | 2,715.3% |
| 02/2010 | 1.39% | 1.95% | 12,073.2 | - | - | - | 0.64% | 3,761.5% | 2,712.9% |
| 01/2010 | 0.55% | 0.55% | 11,901.7 | - | - | - | 0.64% | 3,557.9% | 2,551.5% |
| 12/2009 | 1.03% | 33.56% | 11,823.2 | - | - | - | 0.57% | - | - |
| 11/2009 | 1.92% | 32.2% | 11,669.3 | - | - | - | 0.57% | - | - |
| 10/2009 | 1.36% | 29.71% | 11,424.2 | - | - | - | 0.57% | - | - |
| 09/2009 | 1.52% | 27.97% | 11,252.3 | - | - | - | 0.57% | - | - |
| 08/2009 | 1.48% | 26.06% | 11,102.3 | - | - | - | 0.57% | - | - |
| 07/2009 | 3.46% | 24.22% | 10,897.8 | - | - | - | 0.57% | - | - |
| 06/2009 | 2.26% | 20.06% | 10,510.2 | - | - | - | 0.57% | - | - |
| 05/2009 | 2.55% | 17.41% | 10,315.3 | - | - | - | 0.57% | - | - |
| 04/2009 | 5.3% | 14.49% | 10,046.9 | - | - | - | 0.57% | - | - |
| 03/2009 | 3.57% | 8.73% | 9,518.1 | - | - | - | 0.57% | - | - |
| 02/2009 | 0.44% | 4.98% | 9,353.5 | - | - | - | 0.57% | - | - |
| 01/2009 | 4.52% | 4.52% | 9,288 | - | - | - | 0.57% | - | - |
| 12/2008 | -0.02% | -19.26% | 8,859.1 | - | - | - | 1.35% | - | - |
| 11/2008 | -3.03% | -19.25% | 8,788.6 | - | - | - | 1.35% | - | - |
| 10/2008 | -7.32% | -16.72% | 8,990.1 | - | - | - | 1.35% | - | - |
| 09/2008 | -6.3% | -10.15% | 9,692.9 | - | - | - | 1.35% | - | - |
| 08/2008 | 0.06% | -4.11% | 10,331.2 | - | - | - | 1.35% | - | - |
| 07/2008 | -0.94% | -4.16% | 10,252.6 | - | - | - | 1.35% | - | - |
| 06/2008 | -1.1% | -3.25% | 10,351.8 | - | - | - | 1.35% | - | - |
| 05/2008 | 0.81% | -2.18% | 10,436.3 | - | - | - | 1.35% | - | - |
| 04/2008 | 1.89% | -2.96% | 10,402.2 | - | - | - | 1.35% | - | - |
| 03/2008 | -2.56% | -4.76% | 10,167.1 | - | - | - | 1.35% | - | - |
| 02/2008 | 1.41% | -2.26% | 10,396.6 | - | - | - | 1.35% | - | - |
| 01/2008 | -3.62% | -3.62% | 10,229.6 | - | - | - | 1.35% | - | - |
| 12/2007 | 0.24% | 8.56% | 10,464.6 | - | - | - | 1.96% | - | - |
| 11/2007 | -2.03% | 8.3% | 10,407.5 | - | - | - | 1.96% | - | - |
| 10/2007 | 2.24% | 10.54% | 10,526.7 | - | - | - | 1.96% | - | - |
| 09/2007 | 1.64% | 8.12% | 10,335.5 | - | - | - | 1.96% | - | - |
| 08/2007 | -2.67% | 6.38% | 10,142.2 | - | - | - | 1.96% | - | - |
| 07/2007 | -0.11% | 9.29% | 10,317.2 | - | - | - | 1.96% | - | - |
| 06/2007 | 1.11% | 9.41% | 10,281.7 | - | - | - | 1.96% | - | - |
| 05/2007 | 2.45% | 8.21% | 10,145 | - | - | - | 1.96% | - | - |
| 04/2007 | 2.33% | 5.63% | 9,674.6 | - | - | - | 1.96% | - | - |
| 03/2007 | 0.55% | 3.22% | 9,674.6 | - | - | - | 1.96% | - | - |
| 02/2007 | 0.91% | 2.66% | 9,616.1 | - | - | - | 1.96% | - | - |
| 01/2007 | 1.73% | 1.73% | 9,503.1 | - | - | - | 1.96% | - | - |
| 12/2006 | 0.39% | 9.5% | 9,299.5 | - | - | - | 2.42% | - | - |
| 11/2006 | 1.68% | 9.07% | 9,231.5 | - | - | - | 2.42% | - | - |
| 10/2006 | 2.38% | 7.27% | 9,092.7 | - | - | - | 2.42% | - | - |
| 09/2006 | 0.51% | 4.78% | 8,892.5 | - | - | - | 2.42% | - | - |
| 08/2006 | 1.03% | 4.25% | 8,811.3 | - | - | - | 2.42% | - | - |
| 07/2006 | 0.66% | 3.18% | 8,717.2 | - | - | - | 2.42% | - | - |
| 06/2006 | -1.9% | 2.51% | 8,637.7 | - | - | - | 2.42% | - | - |
| 05/2006 | 0.01% | 4.49% | 8,728.1 | - | - | - | 2.42% | - | - |
| 04/2006 | 1.6% | 4.48% | 8,695 | - | - | - | 2.42% | - | - |
| 03/2006 | 1.02% | 2.84% | 8,592 | - | - | - | 2.42% | - | - |
| 02/2006 | -0.12% | 1.8% | 8,366.4 | - | - | - | 2.42% | - | - |
| 01/2006 | 1.92% | 1.92% | 8,366.4 | - | - | - | 2.42% | - | - |
| 12/2005 | 0.53% | 15.17% | 8,366.4 | - | - | - | 2.05% | - | - |
| 11/2005 | 0.33% | 14.56% | 8,065.5 | - | - | - | 2.05% | - | - |
| 10/2005 | 0.33% | 14.18% | 8,065.5 | - | - | - | 2.05% | - | - |
| 09/2005 | 2.16% | 13.81% | 8,065.5 | - | - | - | 2.05% | - | - |
| 08/2005 | 1.86% | 11.4% | 7,497.8 | - | - | - | 2.05% | - | - |
| 07/2005 | 3.37% | 9.37% | 7,497.8 | - | - | - | 2.05% | - | - |
| 06/2005 | -0.64% | 5.8% | 7,497.8 | - | - | - | 2.05% | - | - |
| 05/2005 | 1.44% | 6.48% | 7,183.4 | - | - | - | 2.05% | - | - |
| 04/2005 | 1.77% | 4.97% | 7,183.4 | - | - | - | 2.05% | - | - |
| 03/2005 | 0.13% | 3.15% | 7,183.4 | - | - | - | 2.05% | - | - |
| 02/2005 | 1.15% | 3.01% | 7,041.5 | - | - | - | 2.05% | - | - |
| 01/2005 | 1.84% | 1.84% | 7,041.5 | - | - | - | 2.05% | - | - |
| 12/2004 | 2.13% | 10.67% | 7,041.5 | - | - | - | 3.18% | - | - |
| 11/2004 | 1.86% | 8.37% | 6,717 | - | - | - | 3.18% | - | - |
| 10/2004 | 0.27% | 6.39% | 6,717 | - | - | - | 3.18% | - | - |
| 09/2004 | 0.92% | 6.1% | 6,717 | - | - | - | 3.18% | - | - |
| 08/2004 | -0.07% | 5.13% | 6,573.6 | - | - | - | 3.18% | - | - |
| 07/2004 | -0.64% | 5.21% | 6,573.6 | - | - | - | 3.18% | - | - |
| 06/2004 | 1.5% | 5.88% | 6,573.6 | - | - | - | 3.18% | - | - |
| 05/2004 | 0.92% | 4.32% | 6,284 | - | - | - | 3.18% | - | - |
| 04/2004 | 0.57% | 3.37% | 6,284 | - | - | - | 3.18% | - | - |
| 03/2004 | 0.96% | 2.78% | 6,284 | - | - | - | 3.18% | - | - |
| 02/2004 | 0.34% | 1.8% | 6,062.7 | - | - | - | 3.18% | - | - |
| 01/2004 | 1.46% | 1.46% | 6,062.7 | - | - | - | 3.18% | - | - |
| 12/2003 | 1.36% | 20.47% | 6,062.7 | - | - | - | - | - | - |
| 11/2003 | 2.04% | 18.85% | 5,660.7 | - | - | - | - | - | - |
| 10/2003 | 2.44% | 16.47% | 5,660.7 | - | - | - | - | - | - |
| 09/2003 | 2.12% | 13.7% | 5,660.7 | - | - | - | - | - | - |
| 08/2003 | -0.18% | 11.34% | 5,462.7 | - | - | - | - | - | - |
| 07/2003 | -0.82% | 11.54% | 5,462.7 | - | - | - | - | - | - |
| 06/2003 | 2.05% | 12.46% | 5,462.7 | - | - | - | - | - | - |
| 05/2003 | 3.15% | 10.2% | 4,960.1 | - | - | - | - | - | - |
| 04/2003 | 3.73% | 6.84% | 4,960.1 | - | - | - | - | - | - |
| 03/2003 | 2.21% | 3% | 4,960.1 | - | - | - | - | - | - |
| 02/2003 | 0.94% | 0.77% | 3,744.1 | - | - | - | - | - | - |
| 01/2003 | -0.17% | -0.17% | 3,744.1 | - | - | - | - | - | - |
| 12/2002 | -0.89% | -0.59% | 3,744.1 | - | - | - | - | - | - |
| 11/2002 | 3.32% | 0.3% | 3,413.5 | - | - | - | - | - | - |
| 10/2002 | -0.58% | -2.92% | 3,413.5 | - | - | - | - | - | - |
| 09/2002 | -1.93% | -2.36% | 3,413.5 | - | - | - | - | - | - |
| 08/2002 | 0.43% | -0.44% | 3,317.8 | - | - | - | - | - | - |
| 07/2002 | 0.72% | -0.86% | 3,317.8 | - | - | - | - | - | - |
| 06/2002 | -1% | -1.57% | 3,317.8 | - | - | - | - | - | - |
| 05/2002 | 1.49% | -0.58% | 3,197 | - | - | - | - | - | - |
| 04/2002 | -0.69% | -2.04% | 3,197 | - | - | - | - | - | - |
| 03/2002 | -1.43% | -1.36% | 3,197 | - | - | - | - | - | - |
| 02/2002 | -0.65% | 0.08% | 3,098.8 | - | - | - | - | - | - |
| 01/2002 | 0.73% | 0.73% | 3,098.8 | - | - | - | - | - | - |
| 12/2001 | 4.32% | 8.58% | 3,098.8 | - | - | - | - | - | - |
| 11/2001 | 1.9% | 4.08% | 2,806.9 | - | - | - | - | - | - |
| 10/2001 | 0.72% | 2.14% | 2,806.9 | - | - | - | - | - | - |
| 09/2001 | -1.89% | 1.41% | 2,806.9 | - | - | - | - | - | - |
| 08/2001 | -0.29% | 3.36% | 2,708.3 | - | - | - | - | - | - |
| 07/2001 | 1.49% | 3.66% | 2,708.3 | - | - | - | - | - | - |
| 06/2001 | 0.73% | 2.14% | 2,708.3 | - | - | - | - | - | - |
| 05/2001 | 0.68% | 1.4% | 2,501.4 | - | - | - | - | - | - |
| 04/2001 | 2.69% | 0.72% | 2,501.4 | - | - | - | - | - | - |
| 03/2001 | -1.9% | -1.92% | 2,501.4 | - | - | - | - | - | - |
| 02/2001 | 0.47% | -0.02% | 1,616 | - | - | - | - | - | - |
| 01/2001 | -0.49% | -0.49% | 1,616 | - | - | - | - | - | - |
| 12/2000 | 0.67% | 4.03% | 1,616 | - | - | - | - | - | - |
| 11/2000 | 0.77% | 3.34% | 1,565.9 | - | - | - | - | - | - |
| 10/2000 | -3.32% | 2.55% | 1,565.9 | - | - | - | - | - | - |
| 09/2000 | -0.24% | 6.07% | 1,565.9 | - | - | - | - | - | - |
| 08/2000 | 1.92% | 6.32% | 1,493 | - | - | - | - | - | - |
| 07/2000 | -0.69% | 4.32% | 1,493 | - | - | - | - | - | - |
| 06/2000 | 0.84% | 5.04% | 1,493 | - | - | - | - | - | - |
| 05/2000 | 1.84% | 4.17% | 1,394.8 | - | - | - | - | - | - |
| 04/2000 | -0.59% | 2.29% | 1,394.8 | - | - | - | - | - | - |
| 03/2000 | -0.42% | 2.89% | 1,394.8 | - | - | - | - | - | - |
| 02/2000 | 3.05% | 3.33% | 1,275 | - | - | - | - | - | - |
| 01/2000 | 0.27% | 0.27% | 1,275 | - | - | - | - | - | - |
| 12/1999 | 2.46% | - | 1,275 | - | - | - | - | - | - |
| 11/1999 | 1.66% | - | 1,146.6 | - | - | - | - | - | - |
| 10/1999 | 0.67% | - | 1,146.6 | - | - | - | - | - | - |
| 09/1999 | 0.87% | - | 1,146.6 | - | - | - | - | - | - |
| 08/1999 | -0.08% | - | 1,064.1 | - | - | - | - | - | - |
| 07/1999 | 0.59% | - | 1,064.1 | - | - | - | - | - | - |
| 06/1999 | 0.86% | - | 1,064.1 | - | - | - | - | - | - |
| 05/1999 | 1.12% | - | 970.5 | - | - | - | - | - | - |
| 04/1999 | 1.68% | - | 970.5 | - | - | - | - | - | - |
| 03/1999 | 1.69% | - | 970.5 | - | - | - | - | - | - |
| 02/1999 | 0.79% | - | - | - | - | - | - | - | - |
| 01/1999 | -0.25% | - | - | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של הראל-קרן י'?
ב-07/2026: -1.15% לחודש, 6.3% מתחילת השנה, 36.8% ל-3 שנים ו-45.19% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בהראל-קרן י'?
2.03% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם הראל-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.