איילון-קרן ט': תשואה, דמי ניהול וסיכון
איילון-קרן ט' מנוהלת על ידי , בסיווג פוליסות שהונפקו בשנים 1990-1991; 331 חודשי דיווח מ-01/1999 עד 07/2026.
עובדות מחושבות
- נכסים מנוהלים ב-07/2026: 13 מיליון ש"ח, מקום 8 מתוך 9 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 57.34%, מקום 1 מתוך 9 בקטגוריה; ל-3 שנים: 48.64% (מקום 1 מתוך 9).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 15,734 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 20,289 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 3.18% לשנה (מקום 9 מתוך 9 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-47,604 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -17.5% בין 10/2007 ל-11/2008.
- סטיית תקן: 6.06; מדד שארפ: 1.31 (מקום 2 מתוך 9); חשיפה למניות 7.1%, לחו"ל 5.3%, למט"ח 2.2%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 1999 | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 5.73% | 4.32% | 7.69% | 5.66% | 9.32% | 8.97% | 16.04% | 6.67% | 9.9% | -15.38% | 32.84% | 9.39% | -6.05% | 8.75% | 11.63% | 5.19% | 2.05% | 2.5% | 5.94% | -1.44% | 11.76% | 1.53% | 14.64% | -8.06% | 9.61% | 15.27% | 19.02% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2025.
דירוג בקטגוריה פוליסות שהונפקו בשנים 1990-1991 (07/2026)
דירוג לפי הנתון בלבד, מתוך 9 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 13 | 8 / 9 |
| דמי ניהול מצבירה (נמוך = 1) | 3.18% | 9 / 9 |
| תשואה מתחילת השנה | 6.96% | 2 / 9 |
| תשואה 3 שנים | 48.64% | 1 / 9 |
| תשואה 5 שנים | 57.34% | 1 / 9 |
| מדד שארפ | 1.31 | 2 / 9 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הראל-קרן ח' 4 מ' ש"ח
- מגדל-קרן ח' 30 מ' ש"ח
- הכשרה חברה לביטוח בע"מ - קרן ט' 77 מ' ש"ח
- מנורה-קרן ט' 542 מ' ש"ח
- הראל-קרן ט' 1,056 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | 0.12% | 6.96% | 13.3 | - | - | - | 3.18% | 7.1% | 5.3% |
| 06/2026 | -1.36% | 6.83% | 13.3 | - | - | - | 3.18% | 7% | 5.3% |
| 05/2026 | 2.09% | 8.3% | 13.7 | - | - | - | 3.18% | 7.1% | 5% |
| 04/2026 | 3.78% | 6.08% | 14.7 | - | - | - | 3.18% | 7.7% | 5.8% |
| 03/2026 | -2.11% | 2.22% | 14.1 | - | - | - | 3.18% | 7.1% | 5.6% |
| 02/2026 | 1.54% | 4.42% | 14.7 | - | - | - | 3.18% | 7.6% | 5.9% |
| 01/2026 | 2.84% | 2.84% | 14.9 | - | - | - | 3.18% | 7.6% | 5.7% |
| 12/2025 | 1.66% | 19.02% | 14.9 | - | - | - | 0.6% | 7.6% | 5.8% |
| 11/2025 | 1.47% | 17.08% | 17.6 | - | - | - | 0.6% | 9% | 6.1% |
| 10/2025 | 1.45% | 15.38% | 19 | - | - | - | 0.6% | 9.7% | 6.5% |
| 09/2025 | 2.2% | 13.73% | 18.8 | - | - | - | 0.6% | 9.5% | 6.5% |
| 08/2025 | 1.09% | 11.29% | 18.7 | - | - | - | 0.6% | 9.3% | 6.4% |
| 07/2025 | 1.35% | 10.09% | 19 | - | - | - | 0.6% | 9.5% | 6.6% |
| 06/2025 | 3.79% | 8.62% | 19 | - | - | - | 0.6% | 9.4% | 6.6% |
| 05/2025 | 2.73% | 4.65% | 18.5 | - | - | - | 0.6% | 9.1% | 6.8% |
| 04/2025 | 1.08% | 1.87% | 18.1 | - | - | - | 0.6% | 8.6% | 6.7% |
| 03/2025 | -1.24% | 0.78% | 17.8 | - | - | - | 0.6% | 8.4% | 6.7% |
| 02/2025 | 0.71% | 2.05% | 18.3 | - | - | - | 0.6% | 8.6% | 6.4% |
| 01/2025 | 1.33% | 1.33% | 18.4 | - | - | - | 0.6% | 8.8% | 6.5% |
| 12/2024 | 1.31% | 15.27% | 18.2 | - | - | - | 0.6% | 8.7% | 6.5% |
| 11/2024 | 2.07% | 13.78% | 18.1 | - | - | - | 0.6% | 8.5% | 6.6% |
| 10/2024 | 0.86% | 11.47% | 17.7 | - | - | - | 0.6% | 8.3% | 6.6% |
| 09/2024 | 1.44% | 10.52% | 17.6 | - | - | - | 0.6% | 8.3% | 6.8% |
| 08/2024 | 1.34% | 8.95% | 17.5 | - | - | - | 0.6% | 8.3% | 6.7% |
| 07/2024 | 1.01% | 7.51% | 17.3 | - | - | - | 0.6% | 8.2% | 7% |
| 06/2024 | 0.43% | 6.44% | 17.1 | - | - | - | 0.6% | 8.1% | 7% |
| 05/2024 | 1.51% | 5.98% | 17 | - | - | - | 0.6% | 8% | 6.8% |
| 04/2024 | -1.32% | 4.4% | 17 | - | - | - | 0.6% | 7.8% | 6.7% |
| 03/2024 | 2.59% | 5.8% | 17.3 | - | - | - | 0.6% | 8.1% | 6.9% |
| 02/2024 | 2.82% | 3.13% | 16.9 | - | - | - | 0.6% | 7.7% | 6.5% |
| 01/2024 | 0.3% | 0.3% | 16.4 | - | - | - | 0.6% | 7.2% | 6.4% |
| 12/2023 | 2.4% | 9.61% | 16.4 | - | - | - | 0.6% | 7.2% | 6.6% |
| 11/2023 | 3.69% | 7.04% | 16.1 | - | - | - | 0.6% | 7% | 6.7% |
| 10/2023 | -3.11% | 3.23% | 15.5 | - | - | - | 0.6% | 6.6% | 6.7% |
| 09/2023 | -1.31% | 6.54% | 16 | - | - | - | 0.6% | 7.4% | 6.9% |
| 08/2023 | -0.23% | 7.96% | 16.3 | - | - | - | 0.6% | 7.6% | 7.1% |
| 07/2023 | 2.49% | 8.21% | 16.6 | - | - | - | 0.6% | 7.8% | 7% |
| 06/2023 | 1.78% | 5.58% | 17.3 | - | - | - | 0.6% | 8.2% | 7.1% |
| 05/2023 | 0.73% | 3.73% | 17 | - | - | - | 0.6% | 7.9% | 7.1% |
| 04/2023 | 1.14% | 2.98% | 17.6 | - | - | - | 0.6% | 7.9% | 7.2% |
| 03/2023 | 1.11% | 1.82% | 17.5 | - | - | - | 0.6% | 7.6% | 7.4% |
| 02/2023 | -1.41% | 0.7% | 18.9 | - | - | - | 0.6% | 8.2% | 7.5% |
| 01/2023 | 2.14% | 2.14% | 19.3 | - | - | - | 0.6% | 8.4% | 7.4% |
| 12/2022 | -1.85% | -8.06% | 18.8 | - | - | - | 2.23% | 7.9% | 6.8% |
| 11/2022 | 0.62% | -6.32% | 19.2 | - | - | - | 2.23% | 8.5% | 7.1% |
| 10/2022 | 2.67% | -6.9% | 19.2 | - | - | - | 2.23% | 8.6% | 7.3% |
| 09/2022 | -4.03% | -9.32% | 18.9 | - | - | - | 2.23% | 8.2% | 6.7% |
| 08/2022 | -0.88% | -5.51% | 19.7 | - | - | - | 2.23% | 8.6% | 6.9% |
| 07/2022 | 2.49% | -4.67% | 19.9 | - | - | - | 2.23% | 8.7% | 7.2% |
| 06/2022 | -2.04% | -6.99% | 19.5 | - | - | - | 2.23% | 8.3% | 7.1% |
| 05/2022 | -1.81% | -5.05% | 19.9 | - | - | - | 2.23% | 8.6% | 7.2% |
| 04/2022 | -1.42% | -3.3% | 20.2 | - | - | - | 2.23% | 8.8% | 7.1% |
| 03/2022 | 0.54% | -1.91% | 20.5 | - | - | - | 2.23% | 9% | 7.3% |
| 02/2022 | -0.82% | -2.44% | 20.3 | - | - | - | 2.23% | 8.9% | 7.3% |
| 01/2022 | -1.63% | -1.63% | 20.6 | - | - | - | 2.23% | 9.3% | 7.4% |
| 12/2021 | 2.16% | 14.64% | 20.9 | - | - | - | 0.91% | 9.4% | 7.5% |
| 11/2021 | 0.18% | 12.21% | 20.4 | - | - | - | 0.91% | 9.2% | 7.5% |
| 10/2021 | 2.11% | 12.01% | 20.5 | - | - | - | 0.91% | 9.2% | 7.6% |
| 09/2021 | -0.09% | 9.7% | 20 | - | - | - | 0.91% | 8.9% | 7.5% |
| 08/2021 | 1.9% | 9.8% | 20 | - | - | - | 0.91% | 9% | 7.8% |
| 07/2021 | 0.34% | 7.75% | 19.8 | - | - | - | 0.91% | 8.9% | 7.8% |
| 06/2021 | 0.47% | 7.38% | 19.8 | - | - | - | 0.91% | 8.9% | 7.8% |
| 05/2021 | 1.58% | 6.88% | 19.8 | - | - | - | 0.91% | 8.8% | 7.7% |
| 04/2021 | 1.54% | 5.22% | 19.5 | - | - | - | 0.91% | 8.7% | 7.5% |
| 03/2021 | 2.29% | 3.62% | 19.4 | - | - | - | 0.91% | 8.7% | 7.6% |
| 02/2021 | 0.37% | 1.3% | 19.7 | - | - | - | 0.91% | 8.3% | 7.3% |
| 01/2021 | 0.93% | 0.93% | 19.6 | - | - | - | 0.91% | 8.2% | 7.1% |
| 12/2020 | 2.05% | 1.53% | 19.5 | - | - | - | 1.66% | 7.8% | 6.8% |
| 11/2020 | 4.52% | -0.51% | 19.1 | - | - | - | 1.66% | 7.7% | 6.9% |
| 10/2020 | -0.34% | -4.81% | 18.3 | - | - | - | 1.66% | 7% | 6.4% |
| 09/2020 | -1.5% | -4.48% | 18.3 | - | - | - | 1.66% | 7.1% | 6.6% |
| 08/2020 | 2.09% | -3.03% | 18.6 | - | - | - | 1.66% | 7.3% | 6.5% |
| 07/2020 | 2.03% | -5.02% | 18.3 | - | - | - | 1.66% | 7% | 6.2% |
| 06/2020 | -0.71% | -6.91% | 18 | - | - | - | 1.66% | 6.8% | 6.1% |
| 05/2020 | 1.37% | -6.24% | 18.2 | - | - | - | 1.66% | 7.1% | 6.1% |
| 04/2020 | 4.91% | -7.51% | 18.1 | - | - | - | 1.66% | 6.9% | 5.9% |
| 03/2020 | -9.21% | -11.84% | 17.2 | - | - | - | 1.66% | 6.4% | 5.5% |
| 02/2020 | -2.59% | -2.89% | 18.9 | - | - | - | 1.66% | 7.5% | 6.1% |
| 01/2020 | -0.31% | -0.31% | 19.6 | - | - | - | 1.66% | 8% | 6.4% |
| 12/2019 | 0.8% | 11.76% | 19.8 | - | - | - | 0.12% | 8.1% | 6.4% |
| 11/2019 | 0.89% | 10.87% | 19.8 | - | - | - | 0.12% | 8% | 6.2% |
| 10/2019 | 1.34% | 9.89% | 19.6 | - | - | - | 0.12% | 7.9% | 6.1% |
| 09/2019 | 1.06% | 8.44% | 19.4 | - | - | - | 0.12% | 7.7% | 6% |
| 08/2019 | -0.54% | 7.3% | 20.2 | - | - | - | 0.12% | 8% | 6.1% |
| 07/2019 | 0.44% | 7.88% | 20.6 | - | - | - | 0.12% | 8.1% | 6.2% |
| 06/2019 | 2.09% | 7.41% | 20.7 | - | - | - | 0.12% | 8.1% | 6.2% |
| 05/2019 | -1.43% | 5.21% | 20 | - | - | - | 0.12% | 7.8% | 6% |
| 04/2019 | 1.78% | 6.74% | 20.5 | - | - | - | 0.12% | 8.2% | 6.2% |
| 03/2019 | 0.69% | 4.87% | 20.2 | - | - | - | 0.12% | 8.1% | 6.2% |
| 02/2019 | 1.08% | 4.15% | 20.1 | - | - | - | 0.12% | 8% | 6.2% |
| 01/2019 | 3.04% | 3.04% | 19.9 | - | - | - | 0.12% | 7.9% | 6% |
| 12/2018 | -3.15% | -1.44% | 19.3 | - | - | - | 1.32% | 7.5% | 5.8% |
| 11/2018 | 0.5% | 1.76% | 20.5 | - | - | - | 1.32% | 8.1% | 6.1% |
| 10/2018 | -2.02% | 1.26% | 20.3 | - | - | - | 1.32% | 8% | 6% |
| 09/2018 | 0.15% | 3.35% | 21 | - | - | - | 1.32% | 8.5% | 6.1% |
| 08/2018 | 0.99% | 3.19% | 21 | - | - | - | 1.32% | 8.5% | 6.1% |
| 07/2018 | 1.54% | 2.18% | 20.8 | - | - | - | 1.32% | 8.4% | 6.2% |
| 06/2018 | 0.11% | 0.63% | 20.7 | - | - | - | 1.32% | 8.4% | 6.2% |
| 05/2018 | 0.36% | 0.52% | 20.8 | - | - | - | 1.32% | 8.3% | 6.1% |
| 04/2018 | 0.77% | 0.16% | 20.7 | - | - | - | 1.32% | 8.2% | 5.7% |
| 03/2018 | -0.77% | -0.61% | 20.5 | - | - | - | 1.32% | 8.1% | 5.5% |
| 02/2018 | -1.49% | 0.16% | 20.7 | - | - | - | 1.32% | 8.3% | 5.6% |
| 01/2018 | 1.68% | 1.68% | 21.1 | - | - | - | 1.32% | 8.5% | 5.7% |
| 12/2017 | 0.48% | 5.94% | 20.9 | - | - | - | 0.93% | 8% | 5.3% |
| 11/2017 | 0.58% | 5.43% | 20.8 | - | - | - | 0.93% | 8% | 5.1% |
| 10/2017 | 0.9% | 4.82% | 20.7 | - | - | - | 0.93% | 7.8% | 4.9% |
| 09/2017 | 0.44% | 3.89% | 20.5 | - | - | - | 0.93% | 7.6% | 4.7% |
| 08/2017 | 0.32% | 3.43% | 20.4 | - | - | - | 0.93% | 7.5% | 5% |
| 07/2017 | 1.12% | 3.1% | 20.5 | - | - | - | 0.93% | 7.5% | 5% |
| 06/2017 | -0.42% | 1.96% | 20.3 | - | - | - | 0.93% | 7.3% | 4.8% |
| 05/2017 | 0.83% | 2.39% | 20.4 | - | - | - | 0.93% | 7.4% | 4.9% |
| 04/2017 | 0.94% | 1.55% | 20.2 | - | - | - | 0.93% | 7.3% | 4.9% |
| 03/2017 | 0.22% | 0.6% | 20.1 | - | - | - | 0.93% | 7.3% | 4.9% |
| 02/2017 | 0.37% | 0.38% | 20.2 | - | - | - | 0.93% | 7.3% | 4.9% |
| 01/2017 | 0.01% | 0.01% | 20.2 | - | - | - | 0.93% | 7.2% | 4.9% |
| 12/2016 | 0.9% | 2.5% | 20.2 | - | - | - | 0.97% | 7.5% | 5.1% |
| 11/2016 | 0.42% | 1.58% | 20.1 | - | - | - | 0.97% | 7.5% | 5% |
| 10/2016 | 0.07% | 1.16% | 20 | - | - | - | 0.97% | 7.4% | 4.9% |
| 09/2016 | -0.51% | 1.09% | 20.1 | - | - | - | 0.97% | 7.7% | 5.1% |
| 08/2016 | 0.14% | 1.61% | 20.2 | - | - | - | 0.97% | 7.8% | 5.1% |
| 07/2016 | 1.93% | 1.46% | 20.3 | - | - | - | 0.97% | 7.8% | 5.1% |
| 06/2016 | -0.25% | -0.46% | 20 | - | - | - | 0.97% | 7.5% | 5% |
| 05/2016 | 0.78% | -0.21% | 20.1 | - | - | - | 0.97% | 7.7% | 5% |
| 04/2016 | 0.5% | -0.98% | 19.6 | - | - | - | 0.97% | 7.5% | 4.9% |
| 03/2016 | 1.41% | -1.47% | 19.5 | - | - | - | 0.97% | 7.5% | 4.9% |
| 02/2016 | -0.94% | -2.84% | 19.3 | - | - | - | 0.97% | 7.4% | 4.7% |
| 01/2016 | -1.92% | -1.92% | 19.6 | - | - | - | 0.97% | 7.7% | 5% |
| 12/2015 | -0.88% | 2.05% | 20 | - | - | - | 1.36% | 8.1% | 5.3% |
| 11/2015 | -0.14% | 2.95% | 20.2 | - | - | - | 1.36% | 8.3% | 5% |
| 10/2015 | 2.98% | 3.1% | 20.3 | - | - | - | 1.36% | 8.3% | 4.9% |
| 09/2015 | -1.9% | 0.11% | 19.7 | - | - | - | 1.36% | 7.9% | 4.6% |
| 08/2015 | -2.24% | 2.05% | 20.3 | - | - | - | 1.36% | 8.2% | 5% |
| 07/2015 | 1.35% | 4.39% | 20.9 | - | - | - | 1.36% | 8.7% | 5.1% |
| 06/2015 | -2.17% | 3% | 20.8 | - | - | - | 1.36% | 8.5% | 4.9% |
| 05/2015 | 0.14% | 5.29% | 21.3 | - | - | - | 1.36% | 8.8% | 5.3% |
| 04/2015 | 1.11% | 5.14% | 21.3 | - | - | - | 1.36% | 8.7% | 5.2% |
| 03/2015 | 1% | 3.98% | 21.1 | - | - | - | 1.36% | 8.6% | 5.3% |
| 02/2015 | 2.8% | 2.95% | 21 | - | - | - | 1.36% | 8.4% | 5.3% |
| 01/2015 | 0.15% | 0.15% | 20.6 | - | - | - | 1.36% | 7.9% | 5% |
| 12/2014 | -1.84% | 5.19% | 20.7 | - | - | - | 1.51% | 8.1% | 5.3% |
| 11/2014 | 1.02% | 7.16% | 21.3 | - | - | - | 1.51% | 8.4% | 5.5% |
| 10/2014 | 0.09% | 6.08% | 20.9 | - | - | - | 1.51% | 8.1% | 5.2% |
| 09/2014 | 0.43% | 5.98% | 21 | - | - | - | 1.51% | 8.2% | 5.1% |
| 08/2014 | 2.16% | 5.53% | 21 | - | - | - | 1.51% | 8% | 5.1% |
| 07/2014 | -0.4% | 3.3% | 20.6 | - | - | - | 1.51% | 7.8% | 4.6% |
| 06/2014 | -0.05% | 3.71% | 20.7 | - | - | - | 1.51% | 7.9% | 4.2% |
| 05/2014 | 1.25% | 3.76% | 19.2 | - | - | - | 1.51% | 7.6% | 4.2% |
| 04/2014 | 0.01% | 2.48% | 19.8 | - | - | - | 1.51% | 7.6% | 3.8% |
| 03/2014 | 1.05% | 2.47% | 19.8 | - | - | - | 1.51% | 7.6% | 3.7% |
| 02/2014 | 2.09% | 1.41% | 19.7 | - | - | - | 1.51% | 7.7% | 3.5% |
| 01/2014 | -0.67% | -0.67% | 19.4 | - | - | - | 1.51% | 7.4% | 3.4% |
| 12/2013 | -0.04% | 11.63% | 19.8 | - | - | - | 0.61% | 7.6% | 3.5% |
| 11/2013 | 2.01% | 11.67% | 20.9 | - | - | - | 0.61% | 8.2% | 3.7% |
| 10/2013 | 1.83% | 9.47% | 20.6 | - | - | - | 0.61% | 8.6% | 3.9% |
| 09/2013 | 2.72% | 7.5% | 20.4 | - | - | - | 0.61% | 8.3% | 3.7% |
| 08/2013 | -0.55% | 4.66% | 20.2 | - | - | - | 0.61% | 8% | 3.7% |
| 07/2013 | 1.87% | 5.24% | 20.4 | - | - | - | 0.61% | 8% | 3.7% |
| 06/2013 | -1.4% | 3.3% | 20 | - | - | - | 0.61% | 7.4% | 3.6% |
| 05/2013 | 1.68% | 4.77% | 19.9 | - | - | - | 0.61% | 7.6% | 3.7% |
| 04/2013 | 0.5% | 3.04% | 19.6 | - | - | - | 0.61% | 7.4% | 3.5% |
| 03/2013 | 0.2% | 2.53% | 19.5 | - | - | - | 0.61% | 7.5% | 3.5% |
| 02/2013 | 1.04% | 2.32% | 19.5 | - | - | - | 0.61% | 7.4% | 3.5% |
| 01/2013 | 1.27% | 1.27% | 19.4 | - | - | - | 0.61% | 7.3% | 3.6% |
| 12/2012 | -0.27% | 8.75% | 19.1 | - | - | - | 0.59% | 6.8% | 3.1% |
| 11/2012 | 0.93% | 9.05% | 19 | - | - | - | 0.59% | 6.9% | 3.1% |
| 10/2012 | 1.95% | 8.04% | 18.9 | - | - | - | 0.59% | 6.9% | 3.1% |
| 09/2012 | 2.86% | 5.98% | 18.7 | - | - | - | 0.59% | 6.8% | 3.6% |
| 08/2012 | 0.64% | 3.03% | 18.3 | - | - | - | 0.59% | 6.5% | 3.6% |
| 07/2012 | 1.98% | 2.37% | 18.2 | - | - | - | 0.59% | 6.4% | 3.8% |
| 06/2012 | -1.02% | 0.39% | 18 | - | - | - | 0.59% | 6.4% | 3.6% |
| 05/2012 | -3.75% | 1.42% | 18.3 | - | - | - | 0.59% | 6.6% | 3.5% |
| 04/2012 | 0.96% | 5.37% | 19 | - | - | - | 0.59% | 7.2% | 3.7% |
| 03/2012 | 1.42% | 4.37% | 18.9 | - | - | - | 0.59% | 7% | 3.6% |
| 02/2012 | 0.4% | 2.91% | 18.7 | - | - | - | 0.59% | 6.7% | 3.6% |
| 01/2012 | 2.5% | 2.5% | 18.7 | - | - | - | 0.59% | 6.5% | 2.9% |
| 12/2011 | 0.77% | -6.05% | 18.2 | - | - | - | 1.55% | 6.4% | 2.8% |
| 11/2011 | -1.9% | -6.76% | 18.4 | - | - | - | 1.55% | 6.4% | 2.7% |
| 10/2011 | 3.22% | -4.96% | 19 | - | - | - | 1.55% | 6.5% | 2.7% |
| 09/2011 | -1.84% | -7.92% | 18.5 | - | - | - | 1.55% | 6.2% | 2.6% |
| 08/2011 | -3.33% | -6.2% | 19 | - | - | - | 1.55% | 6.9% | 2.8% |
| 07/2011 | -0.05% | -2.97% | 19.7 | - | - | - | 1.55% | 7.5% | 2.9% |
| 06/2011 | -1.39% | -2.92% | 19.8 | - | - | - | 1.55% | 7.6% | 2.9% |
| 05/2011 | -1.3% | -1.55% | 20.2 | - | - | - | 1.55% | 7.6% | 3% |
| 04/2011 | -0.21% | -0.25% | 20.5 | - | - | - | 1.55% | 7.6% | 3.1% |
| 03/2011 | -0.55% | -0.04% | 20.5 | - | - | - | 1.55% | 7.8% | 3.1% |
| 02/2011 | 0.05% | 0.51% | 20.6 | - | - | - | 1.55% | 7.9% | 3.2% |
| 01/2011 | 0.46% | 0.46% | 20.8 | - | - | - | 1.55% | 7.8% | 3.2% |
| 12/2010 | 1.62% | 9.39% | 20.8 | - | - | - | 1.13% | 8.1% | 3% |
| 11/2010 | -0.71% | 7.65% | 20.5 | - | - | - | 1.13% | 8% | 3.1% |
| 10/2010 | 2.78% | 8.42% | 21.1 | - | - | - | 1.13% | 8.1% | 2.9% |
| 09/2010 | 2.42% | 5.49% | 20.6 | - | - | - | 1.13% | 8% | 3% |
| 08/2010 | 0.36% | 2.99% | 20.2 | - | - | - | 1.13% | 7.5% | 2.8% |
| 07/2010 | 2.32% | 2.62% | 20.2 | - | - | - | 1.13% | 7.6% | 3% |
| 06/2010 | 0.1% | 0.3% | 19.8 | - | - | - | 1.13% | 7.1% | 2.9% |
| 05/2010 | -2.36% | 0.2% | 19.7 | - | - | - | 1.13% | 7.3% | 2.4% |
| 04/2010 | -0.91% | 2.62% | 20.2 | - | - | - | 1.13% | 6.9% | 2.5% |
| 03/2010 | 2.09% | 3.56% | 20.5 | - | - | - | 1.13% | 6.5% | 2.4% |
| 02/2010 | 1.3% | 1.44% | 19.7 | - | - | - | 1.13% | 6.6% | 2.3% |
| 01/2010 | 0.14% | 0.14% | 19.7 | - | - | - | 1.13% | 6.2% | 2% |
| 12/2009 | 1.12% | 32.84% | 19.7 | - | - | - | 0.62% | - | - |
| 11/2009 | 2.39% | 31.37% | 19.6 | - | - | - | 0.62% | - | - |
| 10/2009 | 1.32% | 28.31% | 19.2 | - | - | - | 0.62% | - | - |
| 09/2009 | 1.85% | 26.63% | 19.3 | - | - | - | 0.62% | - | - |
| 08/2009 | 1.19% | 24.33% | 19.1 | - | - | - | 0.62% | - | - |
| 07/2009 | 3.2% | 22.87% | 19 | - | - | - | 0.62% | - | - |
| 06/2009 | 2.12% | 19.06% | 18.3 | - | - | - | 0.62% | - | - |
| 05/2009 | 1.61% | 16.59% | 18 | - | - | - | 0.62% | - | - |
| 04/2009 | 4.48% | 14.74% | 17.7 | - | - | - | 0.62% | - | - |
| 03/2009 | 4.02% | 9.82% | 16.9 | - | - | - | 0.62% | - | - |
| 02/2009 | 0.57% | 5.58% | 16.3 | - | - | - | 0.62% | - | - |
| 01/2009 | 4.98% | 4.98% | 16.2 | - | - | - | 0.62% | - | - |
| 12/2008 | 1.04% | -15.38% | 15.5 | - | - | - | 1.55% | - | - |
| 11/2008 | -1.44% | -16.25% | 15.5 | - | - | - | 1.55% | - | - |
| 10/2008 | -7.23% | -15.03% | 15.9 | - | - | - | 1.55% | - | - |
| 09/2008 | -5.6% | -8.4% | 17.2 | - | - | - | 1.55% | - | - |
| 08/2008 | -0.02% | -2.97% | 18.3 | - | - | - | 1.55% | - | - |
| 07/2008 | -1.15% | -2.95% | 18.2 | - | - | - | 1.55% | - | - |
| 06/2008 | -1.35% | -1.82% | 18.4 | - | - | - | 1.55% | - | - |
| 05/2008 | 1.8% | -0.48% | 19.5 | - | - | - | 1.55% | - | - |
| 04/2008 | 1.84% | -2.24% | 19.2 | - | - | - | 1.55% | - | - |
| 03/2008 | -2.25% | -4% | 18.9 | - | - | - | 1.55% | - | - |
| 02/2008 | 1.39% | -1.79% | 19.4 | - | - | - | 1.55% | - | - |
| 01/2008 | -3.14% | -3.14% | 19.2 | - | - | - | 1.55% | - | - |
| 12/2007 | 0.44% | 9.9% | 20 | - | - | - | 1.52% | - | - |
| 11/2007 | -1.89% | 9.42% | 20.7 | - | - | - | 1.52% | - | - |
| 10/2007 | 2.56% | 11.53% | 20.6 | - | - | - | 1.52% | - | - |
| 09/2007 | 1.71% | 8.74% | 20.3 | - | - | - | 1.52% | - | - |
| 08/2007 | -2.42% | 6.92% | 20.7 | - | - | - | 1.52% | - | - |
| 07/2007 | -0.18% | 9.57% | 20.8 | - | - | - | 1.52% | - | - |
| 06/2007 | 0.95% | 9.76% | 20.9 | - | - | - | 1.52% | - | - |
| 05/2007 | 2.68% | 8.73% | 20.5 | - | - | - | 1.52% | - | - |
| 04/2007 | 2.34% | 5.89% | 20.2 | - | - | - | 1.52% | - | - |
| 03/2007 | 0.69% | 3.47% | 20.3 | - | - | - | 1.52% | - | - |
| 02/2007 | 0.63% | 2.76% | 20.4 | - | - | - | 1.52% | - | - |
| 01/2007 | 2.12% | 2.12% | 20.3 | - | - | - | 1.52% | - | - |
| 12/2006 | -0.23% | 6.67% | 20.7 | - | - | - | 2.35% | - | - |
| 11/2006 | 1.22% | 6.91% | 21.1 | - | - | - | 2.35% | - | - |
| 10/2006 | 1.83% | 5.63% | 21.3 | - | - | - | 2.35% | - | - |
| 09/2006 | 0.47% | 3.73% | 21.5 | - | - | - | 2.35% | - | - |
| 08/2006 | 0.8% | 3.24% | 21.4 | - | - | - | 2.35% | - | - |
| 07/2006 | 0.62% | 2.42% | 21.5 | - | - | - | 2.35% | - | - |
| 06/2006 | -1.71% | 1.79% | 21.9 | - | - | - | 2.35% | - | - |
| 05/2006 | -1.12% | 3.56% | 22.5 | - | - | - | 2.35% | - | - |
| 04/2006 | 1.55% | 4.74% | 22.3 | - | - | - | 2.35% | - | - |
| 03/2006 | 1.05% | 3.14% | 22.2 | - | - | - | 2.35% | - | - |
| 02/2006 | -0.21% | 2.07% | 22 | - | - | - | 2.35% | - | - |
| 01/2006 | 2.28% | 2.28% | 22 | - | - | - | 2.35% | - | - |
| 12/2005 | 0.86% | 16.04% | 22 | - | - | - | 1.34% | - | - |
| 11/2005 | 0.48% | 15.05% | 22 | - | - | - | 1.34% | - | - |
| 10/2005 | 0.56% | 14.5% | 22 | - | - | - | 1.34% | - | - |
| 09/2005 | 1.95% | 13.86% | 22 | - | - | - | 1.34% | - | - |
| 08/2005 | 1.74% | 11.69% | 20.7 | - | - | - | 1.34% | - | - |
| 07/2005 | 3.13% | 9.78% | 20.7 | - | - | - | 1.34% | - | - |
| 06/2005 | -0.33% | 6.44% | 20.7 | - | - | - | 1.34% | - | - |
| 05/2005 | 1.37% | 6.8% | 21.4 | - | - | - | 1.34% | - | - |
| 04/2005 | 2.2% | 5.35% | 21.4 | - | - | - | 1.34% | - | - |
| 03/2005 | 0.18% | 3.09% | 21.4 | - | - | - | 1.34% | - | - |
| 02/2005 | 1.28% | 2.9% | 20.6 | - | - | - | 1.34% | - | - |
| 01/2005 | 1.6% | 1.6% | 20.6 | - | - | - | 1.34% | - | - |
| 12/2004 | 1.9% | 8.97% | 20.6 | - | - | - | 2.1% | - | - |
| 11/2004 | 1.62% | 6.94% | 20.5 | - | - | - | 2.1% | - | - |
| 10/2004 | 0.15% | 5.23% | 20.5 | - | - | - | 2.1% | - | - |
| 09/2004 | 0.81% | 5.08% | 20.5 | - | - | - | 2.1% | - | - |
| 08/2004 | 0.19% | 4.23% | 20.5 | - | - | - | 2.1% | - | - |
| 07/2004 | -0.02% | 4.03% | 20.5 | - | - | - | 2.1% | - | - |
| 06/2004 | 0.93% | 4.05% | 20.5 | - | - | - | 2.1% | - | - |
| 05/2004 | 0.92% | 3.1% | 20.5 | - | - | - | 2.1% | - | - |
| 04/2004 | 0.43% | 2.16% | 20.5 | - | - | - | 2.1% | - | - |
| 03/2004 | 0.84% | 1.72% | 20.5 | - | - | - | 2.1% | - | - |
| 02/2004 | 0.22% | 0.87% | 20.2 | - | - | - | 2.1% | - | - |
| 01/2004 | 0.65% | 0.65% | 20.2 | - | - | - | 2.1% | - | - |
| 12/2003 | 0.76% | 9.32% | 20.2 | - | - | - | 0.6% | - | - |
| 11/2003 | 1.03% | 8.49% | 20.1 | - | - | - | 0.6% | - | - |
| 10/2003 | 0.97% | 7.39% | 20.1 | - | - | - | 0.6% | - | - |
| 09/2003 | 1.08% | 6.36% | 20.1 | - | - | - | 0.6% | - | - |
| 08/2003 | 0.01% | 5.22% | 20.3 | - | - | - | 0.6% | - | - |
| 07/2003 | -0.35% | 5.21% | 20.3 | - | - | - | 0.6% | - | - |
| 06/2003 | 0.68% | 5.58% | 20.3 | - | - | - | 0.6% | - | - |
| 05/2003 | 1.1% | 4.87% | 20 | - | - | - | 0.6% | - | - |
| 04/2003 | 1.42% | 3.73% | 20 | - | - | - | 0.6% | - | - |
| 03/2003 | 1.3% | 2.27% | 20 | - | - | - | 0.6% | - | - |
| 02/2003 | 0.85% | 0.96% | 19.9 | - | - | - | 0.6% | - | - |
| 01/2003 | 0.11% | 0.11% | 19.9 | - | - | - | 0.6% | - | - |
| 12/2002 | -0.31% | 5.66% | 19.9 | - | - | - | - | - | - |
| 11/2002 | 1.86% | 5.99% | 20.2 | - | - | - | - | - | - |
| 10/2002 | 0.33% | 4.05% | 20.2 | - | - | - | - | - | - |
| 09/2002 | -0.63% | 3.71% | 20.2 | - | - | - | - | - | - |
| 08/2002 | 0.74% | 4.37% | 22.5 | - | - | - | - | - | - |
| 07/2002 | 1.42% | 3.6% | 22.5 | - | - | - | - | - | - |
| 06/2002 | -0.27% | 2.15% | 22.5 | - | - | - | - | - | - |
| 05/2002 | 1.33% | 2.43% | 20.1 | - | - | - | - | - | - |
| 04/2002 | 0.02% | 1.08% | 20.1 | - | - | - | - | - | - |
| 03/2002 | -0.13% | 1.06% | 20.1 | - | - | - | - | - | - |
| 02/2002 | 0.41% | 1.19% | 19.4 | - | - | - | - | - | - |
| 01/2002 | 0.78% | 0.78% | 19.4 | - | - | - | - | - | - |
| 12/2001 | 1.75% | 7.69% | 19.4 | - | - | - | - | - | - |
| 11/2001 | 1.43% | 5.84% | 19.3 | - | - | - | - | - | - |
| 10/2001 | 0.25% | 4.35% | 19.3 | - | - | - | - | - | - |
| 09/2001 | 0.16% | 4.09% | 19.3 | - | - | - | - | - | - |
| 08/2001 | 0.28% | 3.92% | 18.9 | - | - | - | - | - | - |
| 07/2001 | 0.97% | 3.63% | 18.9 | - | - | - | - | - | - |
| 06/2001 | 0.66% | 2.63% | 18.9 | - | - | - | - | - | - |
| 05/2001 | 1.17% | 1.96% | 18.8 | - | - | - | - | - | - |
| 04/2001 | 1.27% | 0.78% | 18.8 | - | - | - | - | - | - |
| 03/2001 | -0.63% | -0.48% | 18.8 | - | - | - | - | - | - |
| 02/2001 | -0.14% | 0.15% | 18.9 | - | - | - | - | - | - |
| 01/2001 | 0.29% | 0.29% | 18.9 | - | - | - | - | - | - |
| 12/2000 | 0.25% | - | 18.9 | - | - | - | - | - | - |
| 11/2000 | 0.73% | - | 18.9 | - | - | - | - | - | - |
| 10/2000 | -1.02% | - | 18.9 | - | - | - | - | - | - |
| 09/2000 | -0.05% | - | 18.9 | - | - | - | - | - | - |
| 08/2000 | 0.86% | - | 18.6 | - | - | - | - | - | - |
| 07/2000 | 0.07% | - | 18.6 | - | - | - | - | - | - |
| 06/2000 | 0.8% | - | 18.6 | - | - | - | - | - | - |
| 05/2000 | 1.57% | - | 18.3 | - | - | - | - | - | - |
| 04/2000 | -0.25% | - | 18.3 | - | - | - | - | - | - |
| 03/2000 | -0.11% | - | 18.3 | - | - | - | - | - | - |
| 02/2000 | 0.96% | - | - | - | - | - | - | - | - |
| 01/2000 | 0.45% | - | - | - | - | - | - | - | - |
| 12/1999 | 0.01% | - | - | - | - | - | - | - | - |
| 11/1999 | 1.19% | - | - | - | - | - | - | - | - |
| 10/1999 | 0.93% | - | - | - | - | - | - | - | - |
| 09/1999 | 0.01% | - | - | - | - | - | - | - | - |
| 08/1999 | 0.73% | - | - | - | - | - | - | - | - |
| 07/1999 | 0.76% | - | - | - | - | - | - | - | - |
| 06/1999 | 0% | - | - | - | - | - | - | - | - |
| 05/1999 | 0.79% | - | - | - | - | - | - | - | - |
| 04/1999 | 0.81% | - | - | - | - | - | - | - | - |
| 03/1999 | 0.01% | - | - | - | - | - | - | - | - |
| 02/1999 | 0.14% | - | - | - | - | - | - | - | - |
| 01/1999 | 0.22% | - | - | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של איילון-קרן ט'?
ב-07/2026: 0.12% לחודש, 6.96% מתחילת השנה, 48.64% ל-3 שנים ו-57.34% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול באיילון-קרן ט'?
3.18% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם איילון-קרן ט' 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.
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.
