איילון-קרן י': תשואה, דמי ניהול וסיכון
איילון-קרן י' מנוהלת על ידי , בסיווג פוליסות שהונפקו בשנים 1992-2003; 331 חודשי דיווח מ-01/1999 עד 07/2026.
תשואה 07/2026
0.16%
מתחילת השנה
7.16%
3 שנים מצטבר
47.68%
5 שנים מצטבר
55.62%
דמי ניהול מצבירה
2.79%
לשנה
נכסים
2,223
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: 2,223 מיליון ש"ח, מקום 8 מתוך 15 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 55.62%, מקום 2 מתוך 15 בקטגוריה; ל-3 שנים: 47.68% (מקום 2 מתוך 15).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 15,562 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 21,196 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 2.79% לשנה (מקום 14 מתוך 15 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-43,217 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -19.4% בין 10/2007 ל-11/2008.
- סטיית תקן: 5.92; מדד שארפ: 1.31 (מקום 1 מתוך 15); חשיפה למניות 1,181.7%, לחו"ל 810.1%, למט"ח 352.7%.
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 | 6.5% | 4.24% | 8.18% | 1.08% | 13.7% | 8.67% | 15.53% | 6.8% | 10.02% | -17.49% | 34.19% | 9.17% | -6.24% | 9.54% | 12.45% | 4.8% | 1.03% | 3.05% | 6.79% | -0.78% | 12.11% | 5.23% | 14.6% | -7.6% | 8.4% | 14.05% | 19.51% |
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) | 2,223 | 8 / 15 |
| דמי ניהול מצבירה (נמוך = 1) | 2.79% | 14 / 15 |
| תשואה מתחילת השנה | 7.16% | 5 / 15 |
| תשואה 3 שנים | 47.68% | 2 / 15 |
| תשואה 5 שנים | 55.62% | 2 / 15 |
| מדד שארפ | 1.31 | 1 / 15 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הכשרה חברה לביטוח בע"מ - קרן י' 1,889 מ' ש"ח
- הראל מסלול משתתף ברווחים בסיסי למקבלי קצבה 3,494 מ' ש"ח
- כלל חברה לביטוח בע"מ מסלול לבני 60 ומעלה פוליסות לפני 2004 818 מ' ש"ח
- הראל מסלול משתתף ברווחים מניות 537 מ' ש"ח
- כלל חברה לביטוח בע"מ מסלול לבני 50-60 פוליסות לפני 2004 503 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | 0.16% | 7.16% | 2,223.1 | - | - | - | 2.79% | 1,181.7% | 810.1% |
| 06/2026 | -1.29% | 6.98% | 2,230 | - | - | - | 2.79% | 1,188.3% | 813.2% |
| 05/2026 | 2.14% | 8.38% | 2,269.7 | - | - | - | 2.79% | 1,190.3% | 774.6% |
| 04/2026 | 3.83% | 6.11% | 2,236.7 | - | - | - | 2.79% | 1,168.4% | 750.7% |
| 03/2026 | -2.13% | 2.2% | 2,164.3 | - | - | - | 2.79% | 1,116.1% | 736.6% |
| 02/2026 | 1.42% | 4.42% | 2,226.8 | - | - | - | 2.79% | 1,151.1% | 758% |
| 01/2026 | 2.96% | 2.96% | 2,207.2 | - | - | - | 2.79% | 1,136.9% | 716.3% |
| 12/2025 | 1.77% | 19.51% | 2,156.1 | - | - | - | 0.6% | 1,090.3% | 728.1% |
| 11/2025 | 1.48% | 17.43% | 2,128.5 | - | - | - | 0.6% | 1,090% | 732.7% |
| 10/2025 | 1.3% | 15.72% | 2,105.8 | - | - | - | 0.6% | 1,074.7% | 725.4% |
| 09/2025 | 2.12% | 14.24% | 2,106.7 | - | - | - | 0.6% | 1,051.9% | 731.8% |
| 08/2025 | 1.18% | 11.86% | 2,071.8 | - | - | - | 0.6% | 1,019.7% | 715.6% |
| 07/2025 | 1.24% | 10.56% | 2,059.6 | - | - | - | 0.6% | 1,022.3% | 725.2% |
| 06/2025 | 3.8% | 9.21% | 2,047.4 | - | - | - | 0.6% | 1,013.2% | 729.7% |
| 05/2025 | 2.82% | 5.21% | 1,981.4 | - | - | - | 0.6% | 980.9% | 750.9% |
| 04/2025 | 1.04% | 2.32% | 1,941.3 | - | - | - | 0.6% | 933% | 745.6% |
| 03/2025 | -1.01% | 1.27% | 1,930.5 | - | - | - | 0.6% | 905.7% | 743.3% |
| 02/2025 | 0.89% | 2.3% | 1,958 | - | - | - | 0.6% | 918.1% | 701.2% |
| 01/2025 | 1.4% | 1.4% | 1,947.2 | - | - | - | 0.6% | 929.1% | 726.2% |
| 12/2024 | 1.21% | 14.05% | 1,932.6 | - | - | - | 0.6% | 911.8% | 704.9% |
| 11/2024 | 2.06% | 12.68% | 1,922 | - | - | - | 0.6% | 904% | 725.3% |
| 10/2024 | 0.72% | 10.41% | 1,891.7 | - | - | - | 0.6% | 887.2% | 709% |
| 09/2024 | 1.46% | 9.62% | 1,886.8 | - | - | - | 0.6% | 887.7% | 707.1% |
| 08/2024 | 1.39% | 8.04% | 1,870.9 | - | - | - | 0.6% | 874.7% | 690.3% |
| 07/2024 | 1.03% | 6.56% | 1,854.4 | - | - | - | 0.6% | 877.9% | 744.8% |
| 06/2024 | 0.32% | 5.47% | 1,847.6 | - | - | - | 0.6% | 864.4% | 739% |
| 05/2024 | 1.53% | 5.14% | 1,849.6 | - | - | - | 0.6% | 864% | 722.3% |
| 04/2024 | -1.35% | 3.55% | 1,830.6 | - | - | - | 0.6% | 839.5% | 707.9% |
| 03/2024 | 2.43% | 4.97% | 1,866.1 | - | - | - | 0.6% | 871.7% | 726.9% |
| 02/2024 | 2.46% | 2.48% | 1,831.3 | - | - | - | 0.6% | 832.8% | 693.9% |
| 01/2024 | 0.02% | 0.02% | 1,799.9 | - | - | - | 0.6% | 809.1% | 699.4% |
| 12/2023 | 2.48% | 8.4% | 1,811.6 | - | - | - | 0.6% | 789.1% | 691% |
| 11/2023 | 3.55% | 5.78% | 1,773.5 | - | - | - | 0.6% | 761.5% | 702.9% |
| 10/2023 | -3.2% | 2.15% | 1,717.7 | - | - | - | 0.6% | 713.4% | 699.8% |
| 09/2023 | -1.35% | 5.53% | 1,781.7 | - | - | - | 0.6% | 813.7% | 740.9% |
| 08/2023 | -0.22% | 6.97% | 1,812.8 | - | - | - | 0.6% | 845.9% | 773.5% |
| 07/2023 | 2.5% | 7.21% | 1,823.7 | - | - | - | 0.6% | 845.3% | 729% |
| 06/2023 | 1.8% | 4.59% | 1,788.8 | - | - | - | 0.6% | 807.2% | 703.2% |
| 05/2023 | 0.84% | 2.74% | 1,766.2 | - | - | - | 0.6% | 779.1% | 677.9% |
| 04/2023 | 1% | 1.89% | 1,755 | - | - | - | 0.6% | 757.9% | 669.3% |
| 03/2023 | 0.68% | 0.88% | 1,739.3 | - | - | - | 0.6% | 745.6% | 686% |
| 02/2023 | -1.66% | 0.2% | 1,735.5 | - | - | - | 0.6% | 744.1% | 683.1% |
| 01/2023 | 1.89% | 1.89% | 1,770.5 | - | - | - | 0.6% | 756.3% | 656.9% |
| 12/2022 | -1.42% | -7.6% | 1,743.3 | - | - | - | 2.2% | 726% | 626.3% |
| 11/2022 | 0.49% | -6.27% | 1,773.6 | - | - | - | 2.2% | 747.5% | 625.2% |
| 10/2022 | 2.17% | -6.73% | 1,770.3 | - | - | - | 2.2% | 761.1% | 639.2% |
| 09/2022 | -3.78% | -8.71% | 1,734.3 | - | - | - | 2.2% | 716.7% | 580.2% |
| 08/2022 | -0.73% | -5.13% | 1,806.8 | - | - | - | 2.2% | 800.6% | 609.4% |
| 07/2022 | 2.24% | -4.43% | 1,828.1 | - | - | - | 2.2% | 795.6% | 625.9% |
| 06/2022 | -1.85% | -6.52% | 1,793 | - | - | - | 2.2% | 749% | 620.8% |
| 05/2022 | -1.83% | -4.76% | 1,833.3 | - | - | - | 2.2% | 808.2% | 653.3% |
| 04/2022 | -1.41% | -2.98% | 1,872.3 | - | - | - | 2.2% | 840.8% | 643% |
| 03/2022 | 0.63% | -1.6% | 1,903.7 | - | - | - | 2.2% | 874.8% | 678.1% |
| 02/2022 | -0.4% | -2.21% | 1,897.8 | - | - | - | 2.2% | 846.5% | 663.8% |
| 01/2022 | -1.82% | -1.82% | 1,915.5 | - | - | - | 2.2% | 837.5% | 660.3% |
| 12/2021 | 2.02% | 14.6% | 1,957.4 | - | - | - | 1.37% | 865% | 685.7% |
| 11/2021 | 0.23% | 12.33% | 1,929.8 | - | - | - | 1.37% | 843.2% | 688.3% |
| 10/2021 | 2.04% | 12.07% | 1,940.5 | - | - | - | 1.37% | 860.1% | 709.9% |
| 09/2021 | -0.14% | 9.83% | 1,927.8 | - | - | - | 1.37% | 835.7% | 700.9% |
| 08/2021 | 2.1% | 9.99% | 1,931.7 | - | - | - | 1.37% | 843.4% | 725.1% |
| 07/2021 | 0.15% | 7.72% | 1,899.7 | - | - | - | 1.37% | 835.3% | 732.6% |
| 06/2021 | 0.64% | 7.56% | 1,898.9 | - | - | - | 1.37% | 830.2% | 726.6% |
| 05/2021 | 1.54% | 6.88% | 1,889.8 | - | - | - | 1.37% | 827.1% | 715.1% |
| 04/2021 | 1.72% | 5.26% | 1,865 | - | - | - | 1.37% | 811.5% | 704% |
| 03/2021 | 1.55% | 3.48% | 1,838.9 | - | - | - | 1.37% | 793.9% | 705.9% |
| 02/2021 | 0.83% | 1.9% | 1,815.9 | - | - | - | 1.37% | 761.8% | 679.8% |
| 01/2021 | 1.06% | 1.06% | 1,805.2 | - | - | - | 1.37% | 763.7% | 673.9% |
| 12/2020 | 2.66% | 5.23% | 1,788.6 | - | - | - | 1.77% | 738.7% | 649.1% |
| 11/2020 | 4.43% | 2.51% | 1,757.4 | - | - | - | 1.77% | 717% | 647.7% |
| 10/2020 | -0.11% | -1.84% | 1,687.5 | - | - | - | 1.77% | 659.2% | 617.4% |
| 09/2020 | -1.16% | -1.73% | 1,691.1 | - | - | - | 1.77% | 666.4% | 635.8% |
| 08/2020 | 2.42% | -0.58% | 1,737.1 | - | - | - | 1.77% | 682.2% | 628.7% |
| 07/2020 | 2.35% | -2.93% | 1,700.3 | - | - | - | 1.77% | 654.2% | 600.5% |
| 06/2020 | -0.5% | -5.16% | 1,663.4 | - | - | - | 1.77% | 626.9% | 586.8% |
| 05/2020 | 1.43% | -4.68% | 1,674.1 | - | - | - | 1.77% | 639.5% | 572.6% |
| 04/2020 | 5.02% | -6.02% | 1,660.1 | - | - | - | 1.77% | 633.5% | 550.5% |
| 03/2020 | -8.42% | -10.52% | 1,581.1 | - | - | - | 1.77% | 578.7% | 528.7% |
| 02/2020 | -2.28% | -2.29% | 1,733.1 | - | - | - | 1.77% | 660.8% | 568.6% |
| 01/2020 | -0.01% | -0.01% | 1,779.3 | - | - | - | 1.77% | 722.7% | 621.1% |
| 12/2019 | 1.19% | 12.11% | 1,785.9 | - | - | - | 0.21% | 736.7% | 621.9% |
| 11/2019 | 0.98% | 10.8% | 1,754.5 | - | - | - | 0.21% | 720.9% | 596.2% |
| 10/2019 | 1.43% | 9.72% | 1,731.2 | - | - | - | 0.21% | 695% | 580.4% |
| 09/2019 | 0.87% | 8.17% | 1,706.7 | - | - | - | 0.21% | 669.3% | 552.3% |
| 08/2019 | -0.47% | 7.24% | 1,695.1 | - | - | - | 0.21% | 660.3% | 552.5% |
| 07/2019 | 0.6% | 7.75% | 1,707.1 | - | - | - | 0.21% | 675.7% | 562.3% |
| 06/2019 | 1.96% | 7.1% | 1,701.2 | - | - | - | 0.21% | 675.6% | 564.4% |
| 05/2019 | -1.36% | 5.04% | 1,673 | - | - | - | 0.21% | 652.2% | 542.6% |
| 04/2019 | 1.76% | 6.49% | 1,701.4 | - | - | - | 0.21% | 674.1% | 558.2% |
| 03/2019 | 0.82% | 4.65% | 1,675.4 | - | - | - | 0.21% | 658.7% | 547.7% |
| 02/2019 | 1.15% | 3.8% | 1,661.7 | - | - | - | 0.21% | 632.1% | 517.1% |
| 01/2019 | 2.62% | 2.62% | 1,643.4 | - | - | - | 0.21% | 639% | 521% |
| 12/2018 | -2.82% | -0.78% | 1,603.6 | - | - | - | 1.42% | 596.6% | 502.1% |
| 11/2018 | 0.46% | 2.1% | 1,652.7 | - | - | - | 1.42% | 642.2% | 521.5% |
| 10/2018 | -2.19% | 1.63% | 1,644.4 | - | - | - | 1.42% | 632.4% | 511.6% |
| 09/2018 | 0.2% | 3.9% | 1,682 | - | - | - | 1.42% | 673.1% | 492.9% |
| 08/2018 | 1.11% | 3.7% | 1,678.2 | - | - | - | 1.42% | 673.1% | 492.9% |
| 07/2018 | 1.31% | 2.56% | 1,663.7 | - | - | - | 1.42% | 659.5% | 524.8% |
| 06/2018 | 0.06% | 1.23% | 1,643 | - | - | - | 1.42% | 631% | 500% |
| 05/2018 | 0.52% | 1.17% | 1,640.9 | - | - | - | 1.42% | 631% | 492.7% |
| 04/2018 | 0.77% | 0.65% | 1,629.6 | - | - | - | 1.42% | 639.9% | 485.9% |
| 03/2018 | -0.81% | -0.12% | 1,614 | - | - | - | 1.42% | 631.7% | 465.1% |
| 02/2018 | -1.27% | 0.69% | 1,629.6 | - | - | - | 1.42% | 633.8% | 468.5% |
| 01/2018 | 1.99% | 1.99% | 1,654.3 | - | - | - | 1.42% | 654.9% | 462.3% |
| 12/2017 | 0.64% | 6.79% | 1,632.9 | - | - | - | 1.02% | 641.4% | 469.9% |
| 11/2017 | 0.73% | 6.11% | 1,624.2 | - | - | - | 1.02% | 625.5% | 445.1% |
| 10/2017 | 0.9% | 5.34% | 1,613 | - | - | - | 1.02% | 614% | 439% |
| 09/2017 | 0.54% | 4.41% | 1,597.1 | - | - | - | 1.02% | 599.9% | 433% |
| 08/2017 | 0.34% | 3.84% | 1,587.4 | - | - | - | 1.02% | 591.7% | 428.1% |
| 07/2017 | 1.07% | 3.49% | 1,599.4 | - | - | - | 1.02% | 581.5% | 414.7% |
| 06/2017 | -0.44% | 2.4% | 1,588.8 | - | - | - | 1.02% | 553.4% | 389.7% |
| 05/2017 | 0.85% | 2.85% | 1,594.9 | - | - | - | 1.02% | 570.2% | 396.5% |
| 04/2017 | 1.06% | 1.98% | 1,580.3 | - | - | - | 1.02% | 560.3% | 396.2% |
| 03/2017 | 0.26% | 0.91% | 1,564.7 | - | - | - | 1.02% | 564.2% | 396.1% |
| 02/2017 | 0.36% | 0.65% | 1,564.3 | - | - | - | 1.02% | 552.8% | 380.7% |
| 01/2017 | 0.29% | 0.29% | 1,557.6 | - | - | - | 1.02% | 558.9% | 384.6% |
| 12/2016 | 0.79% | 3.05% | 1,553.5 | - | - | - | 0.8% | 545.7% | 367.6% |
| 11/2016 | 0.46% | 2.24% | 1,533.3 | - | - | - | 0.8% | 536% | 348% |
| 10/2016 | 0.09% | 1.77% | 1,527.8 | - | - | - | 0.8% | 544.9% | 358.7% |
| 09/2016 | -0.59% | 1.68% | 1,525.7 | - | - | - | 0.8% | 550.9% | 355.1% |
| 08/2016 | 0.39% | 2.29% | 1,532 | - | - | - | 0.8% | 568.9% | 364.2% |
| 07/2016 | 2.15% | 1.89% | 1,526.4 | - | - | - | 0.8% | 576.7% | 370.8% |
| 06/2016 | -0.42% | -0.26% | 1,496.9 | - | - | - | 0.8% | 555.5% | 360.3% |
| 05/2016 | 0.93% | 0.16% | 1,502.2 | - | - | - | 0.8% | 563.8% | 375.3% |
| 04/2016 | 0.69% | -0.76% | 1,475.5 | - | - | - | 0.8% | 545.3% | 364% |
| 03/2016 | 1.61% | -1.44% | 1,464.9 | - | - | - | 0.8% | 555.5% | 369.4% |
| 02/2016 | -1% | -3% | 1,440.3 | - | - | - | 0.8% | 577.2% | 381.4% |
| 01/2016 | -2.02% | -2.02% | 1,456.4 | - | - | - | 0.8% | 599.1% | 403.8% |
| 12/2015 | -1.43% | 1.03% | 1,488.1 | - | - | - | 1.24% | 620.2% | 442.2% |
| 11/2015 | 0.06% | 2.5% | 1,508.8 | - | - | - | 1.24% | 628.5% | 427.8% |
| 10/2015 | 2.75% | 2.44% | 1,508.5 | - | - | - | 1.24% | 621.1% | 393.4% |
| 09/2015 | -2.1% | -0.31% | 1,466.3 | - | - | - | 1.24% | 611.9% | 401.5% |
| 08/2015 | -2.15% | 1.83% | 1,502.4 | - | - | - | 1.24% | 619.3% | 415.4% |
| 07/2015 | 1.42% | 4.07% | 1,535.5 | - | - | - | 1.24% | 646.8% | 429.4% |
| 06/2015 | -2.25% | 2.61% | 1,517.6 | - | - | - | 1.24% | 623.6% | 409.3% |
| 05/2015 | 0.15% | 4.98% | 1,551.8 | - | - | - | 1.24% | 651.7% | 422.2% |
| 04/2015 | 0.74% | 4.82% | 1,546.2 | - | - | - | 1.24% | 650.4% | 415.1% |
| 03/2015 | 0.61% | 4.05% | 1,534.2 | - | - | - | 1.24% | 623.7% | 426.7% |
| 02/2015 | 3.17% | 3.42% | 1,525.6 | - | - | - | 1.24% | 610.8% | 419% |
| 01/2015 | 0.24% | 0.24% | 1,478.6 | - | - | - | 1.24% | 591.2% | 318.7% |
| 12/2014 | -1.8% | 4.8% | 1,476.4 | - | - | - | 1.65% | 641.8% | 402.9% |
| 11/2014 | 1.04% | 6.72% | 1,504.5 | - | - | - | 1.65% | 505.1% | 388% |
| 10/2014 | 0.22% | 5.63% | 1,484.5 | - | - | - | 1.65% | 509.9% | 402.7% |
| 09/2014 | 0.34% | 5.39% | 1,480.8 | - | - | - | 1.65% | 506.1% | 384.6% |
| 08/2014 | 2.01% | 5.04% | 1,475.5 | - | - | - | 1.65% | 493.1% | 342.8% |
| 07/2014 | -0.48% | 2.97% | 1,447.5 | - | - | - | 1.65% | 487.1% | 343.8% |
| 06/2014 | -0.06% | 3.46% | 1,453 | - | - | - | 1.65% | 480% | 315.8% |
| 05/2014 | 1.17% | 3.53% | 1,434.1 | - | - | - | 1.65% | 496.8% | 312.1% |
| 04/2014 | -0.06% | 2.33% | 1,426.6 | - | - | - | 1.65% | 489.9% | 291.9% |
| 03/2014 | 1.02% | 2.39% | 1,428 | - | - | - | 1.65% | 483% | 279% |
| 02/2014 | 2.07% | 1.36% | 1,416.6 | - | - | - | 1.65% | 491.3% | 253% |
| 01/2014 | -0.7% | -0.7% | 1,388.3 | - | - | - | 1.65% | 463.4% | 246.9% |
| 12/2013 | 0.07% | 12.45% | 1,412.7 | - | - | - | 0.61% | 468.5% | 258.3% |
| 11/2013 | 1.61% | 12.37% | 1,365.4 | - | - | - | 0.61% | 502.9% | 252.5% |
| 10/2013 | 1.61% | 10.59% | 1,343.1 | - | - | - | 0.61% | 504.2% | 250.9% |
| 09/2013 | 3.13% | 8.84% | 1,322 | - | - | - | 0.61% | 507.4% | 294.5% |
| 08/2013 | -0.54% | 5.54% | 1,281.8 | - | - | - | 0.61% | 511% | 288.2% |
| 07/2013 | 2.07% | 6.11% | 1,287.9 | - | - | - | 0.61% | 514% | 264.7% |
| 06/2013 | -1.27% | 3.96% | 1,270.5 | - | - | - | 0.61% | 485.7% | 258.9% |
| 05/2013 | 1.55% | 5.29% | 1,284.7 | - | - | - | 0.61% | 504.4% | 272.1% |
| 04/2013 | 0.6% | 3.69% | 1,263.9 | - | - | - | 0.61% | 504.2% | 250.4% |
| 03/2013 | 0.54% | 3.07% | 1,258.1 | - | - | - | 0.61% | 505.9% | 254.3% |
| 02/2013 | 1.14% | 2.52% | 1,253 | - | - | - | 0.61% | 490.6% | 246.4% |
| 01/2013 | 1.36% | 1.36% | 1,239.1 | - | - | - | 0.61% | 484% | 238.5% |
| 12/2012 | -0.24% | 9.54% | 1,221.2 | - | - | - | 0.6% | 463.1% | 235.5% |
| 11/2012 | 0.97% | 9.81% | 1,223.6 | - | - | - | 0.6% | 461.4% | 221.3% |
| 10/2012 | 2.21% | 8.75% | 1,211.6 | - | - | - | 0.6% | 434.1% | 247.9% |
| 09/2012 | 2.35% | 6.4% | 1,185.2 | - | - | - | 0.6% | 416.8% | 273.1% |
| 08/2012 | 0.95% | 3.96% | 1,157.1 | - | - | - | 0.6% | 393.6% | 287.1% |
| 07/2012 | 1.65% | 2.98% | 1,147.1 | - | - | - | 0.6% | 362.8% | 263.7% |
| 06/2012 | -0.45% | 1.31% | 1,128.4 | - | - | - | 0.6% | 373.2% | 269.2% |
| 05/2012 | -3.65% | 1.77% | 1,134.5 | - | - | - | 0.6% | 387.4% | 261.4% |
| 04/2012 | 1.07% | 5.62% | 1,177.5 | - | - | - | 0.6% | 408.6% | 262.9% |
| 03/2012 | 1.66% | 4.5% | 1,166.2 | - | - | - | 0.6% | 399.9% | 239.3% |
| 02/2012 | 0.22% | 2.8% | 1,148 | - | - | - | 0.6% | 383.6% | 259.6% |
| 01/2012 | 2.57% | 2.57% | 1,147.7 | - | - | - | 0.6% | 379.6% | 233.2% |
| 12/2011 | 0.67% | -6.24% | 1,118.9 | - | - | - | 1.52% | 373.9% | 292.5% |
| 11/2011 | -1.85% | -6.86% | 1,112.8 | - | - | - | 1.52% | 358.9% | 233.8% |
| 10/2011 | 3.88% | -5.11% | 1,134.9 | - | - | - | 1.52% | 384.8% | 213.9% |
| 09/2011 | -2.54% | -8.65% | 1,095 | - | - | - | 1.52% | 359.3% | 187.2% |
| 08/2011 | -3.61% | -6.27% | 1,124.7 | - | - | - | 1.52% | 395.5% | 218.1% |
| 07/2011 | -0.12% | -2.76% | 1,167.7 | - | - | - | 1.52% | 443% | 212.6% |
| 06/2011 | -1.43% | -2.65% | 1,168.8 | - | - | - | 1.52% | 454% | 215.8% |
| 05/2011 | -1.33% | -1.23% | 1,186.6 | - | - | - | 1.52% | 448% | 206.3% |
| 04/2011 | -0.13% | 0.1% | 1,201.6 | - | - | - | 1.52% | 471.7% | 210.8% |
| 03/2011 | -0.32% | 0.23% | 1,202.6 | - | - | - | 1.52% | 477.1% | 203.5% |
| 02/2011 | 0.15% | 0.55% | 1,206.5 | - | - | - | 1.52% | 478.1% | 219% |
| 01/2011 | 0.4% | 0.4% | 1,207.6 | - | - | - | 1.52% | 495% | 195% |
| 12/2010 | 1.85% | 9.17% | 1,206.3 | - | - | - | 0.89% | 477.3% | 195.5% |
| 11/2010 | -0.92% | 7.19% | 1,183.9 | - | - | - | 0.89% | 480.5% | 185.4% |
| 10/2010 | 3.04% | 8.18% | 1,198.7 | - | - | - | 0.89% | 489% | 200.9% |
| 09/2010 | 2.42% | 4.99% | 1,166.2 | - | - | - | 0.89% | 461.1% | 196.3% |
| 08/2010 | 0.38% | 2.51% | 1,138.2 | - | - | - | 0.89% | 434.7% | 188.7% |
| 07/2010 | 2.46% | 2.12% | 1,135.9 | - | - | - | 0.89% | 448.3% | 717.5% |
| 06/2010 | -0.33% | -0.33% | 1,107.9 | - | - | - | 0.89% | 414.3% | 948.3% |
| 05/2010 | -2.97% | 0% | 1,104.5 | - | - | - | 0.89% | 426.5% | 298.3% |
| 04/2010 | -0.81% | 3.06% | 1,135.3 | - | - | - | 0.89% | 427.5% | 180.4% |
| 03/2010 | 1.92% | 3.9% | 1,147.8 | - | - | - | 0.89% | 413.9% | 171.2% |
| 02/2010 | 1.68% | 1.94% | 1,134.6 | - | - | - | 0.89% | 390.9% | 160.8% |
| 01/2010 | 0.26% | 0.26% | 1,116.3 | - | - | - | 0.89% | 370.3% | 153.6% |
| 12/2009 | 0.75% | 34.19% | 1,114.2 | - | - | - | 0.61% | - | - |
| 11/2009 | 2.83% | 33.19% | 1,106.5 | - | - | - | 0.61% | - | - |
| 10/2009 | 1.32% | 29.53% | 1,074.2 | - | - | - | 0.61% | - | - |
| 09/2009 | 1.67% | 27.84% | 1,052.8 | - | - | - | 0.61% | - | - |
| 08/2009 | 1.34% | 25.74% | 950.1 | - | - | - | 0.61% | - | - |
| 07/2009 | 3.27% | 24.08% | 935.9 | - | - | - | 0.61% | - | - |
| 06/2009 | 2.26% | 20.15% | 901.3 | - | - | - | 0.61% | - | - |
| 05/2009 | 1.71% | 17.49% | 881.9 | - | - | - | 0.61% | - | - |
| 04/2009 | 4.57% | 15.52% | 867.2 | - | - | - | 0.61% | - | - |
| 03/2009 | 4.35% | 10.47% | 828.5 | - | - | - | 0.61% | - | - |
| 02/2009 | 0.68% | 5.87% | 793.9 | - | - | - | 0.61% | - | - |
| 01/2009 | 5.15% | 5.15% | 787.8 | - | - | - | 0.61% | - | - |
| 12/2008 | 0.81% | -17.49% | 748.5 | - | - | - | 1.57% | - | - |
| 11/2008 | -2.85% | -18.15% | 740.3 | - | - | - | 1.57% | - | - |
| 10/2008 | -7.76% | -15.75% | 758.4 | - | - | - | 1.57% | - | - |
| 09/2008 | -5.99% | -8.67% | 820.7 | - | - | - | 1.57% | - | - |
| 08/2008 | 0.21% | -2.85% | 873.2 | - | - | - | 1.57% | - | - |
| 07/2008 | -0.79% | -3.05% | 868.5 | - | - | - | 1.57% | - | - |
| 06/2008 | -1.29% | -2.28% | 873.1 | - | - | - | 1.57% | - | - |
| 05/2008 | 1.34% | -1% | 884.7 | - | - | - | 1.57% | - | - |
| 04/2008 | 1.86% | -2.31% | 874.1 | - | - | - | 1.57% | - | - |
| 03/2008 | -2.33% | -4.09% | 863.5 | - | - | - | 1.57% | - | - |
| 02/2008 | 1.44% | -1.81% | 899.1 | - | - | - | 1.57% | - | - |
| 01/2008 | -3.2% | -3.2% | 900.5 | - | - | - | 1.57% | - | - |
| 12/2007 | 0.44% | 10.02% | 889.6 | - | - | - | 1.61% | - | - |
| 11/2007 | -1.93% | 9.54% | 893.6 | - | - | - | 1.61% | - | - |
| 10/2007 | 2.59% | 11.69% | 874.9 | - | - | - | 1.61% | - | - |
| 09/2007 | 1.74% | 8.87% | 859.6 | - | - | - | 1.61% | - | - |
| 08/2007 | -2.46% | 7.01% | 872.9 | - | - | - | 1.61% | - | - |
| 07/2007 | -0.12% | 9.71% | 869.8 | - | - | - | 1.61% | - | - |
| 06/2007 | 0.98% | 9.84% | 860.8 | - | - | - | 1.61% | - | - |
| 05/2007 | 2.68% | 8.77% | 839.1 | - | - | - | 1.61% | - | - |
| 04/2007 | 2.36% | 5.94% | 815.8 | - | - | - | 1.61% | - | - |
| 03/2007 | 0.73% | 3.49% | 813.6 | - | - | - | 1.61% | - | - |
| 02/2007 | 0.61% | 2.74% | 812.8 | - | - | - | 1.61% | - | - |
| 01/2007 | 2.12% | 2.12% | 796.5 | - | - | - | 1.61% | - | - |
| 12/2006 | -0.21% | 6.8% | 789.3 | - | - | - | 2.3% | - | - |
| 11/2006 | 1.21% | 7.02% | 780.3 | - | - | - | 2.3% | - | - |
| 10/2006 | 1.86% | 5.74% | 766.7 | - | - | - | 2.3% | - | - |
| 09/2006 | 0.59% | 3.81% | 760.7 | - | - | - | 2.3% | - | - |
| 08/2006 | 0.77% | 3.2% | 753.1 | - | - | - | 2.3% | - | - |
| 07/2006 | 0.6% | 2.41% | 747.8 | - | - | - | 2.3% | - | - |
| 06/2006 | -1.73% | 1.8% | 757.4 | - | - | - | 2.3% | - | - |
| 05/2006 | -1.12% | 3.6% | 761.5 | - | - | - | 2.3% | - | - |
| 04/2006 | 1.55% | 4.77% | 748.1 | - | - | - | 2.3% | - | - |
| 03/2006 | 1.03% | 3.17% | 738.4 | - | - | - | 2.3% | - | - |
| 02/2006 | -0.1% | 2.12% | 718.8 | - | - | - | 2.3% | - | - |
| 01/2006 | 2.22% | 2.22% | 718.8 | - | - | - | 2.3% | - | - |
| 12/2005 | 0.82% | 15.53% | 718.8 | - | - | - | 1.26% | - | - |
| 11/2005 | 0.53% | 14.59% | 696.2 | - | - | - | 1.26% | - | - |
| 10/2005 | 0.53% | 13.99% | 696.2 | - | - | - | 1.26% | - | - |
| 09/2005 | 1.91% | 13.39% | 696.2 | - | - | - | 1.26% | - | - |
| 08/2005 | 1.7% | 11.26% | 571.3 | - | - | - | 1.26% | - | - |
| 07/2005 | 2.87% | 9.4% | 571.3 | - | - | - | 1.26% | - | - |
| 06/2005 | -0.36% | 6.35% | 571.3 | - | - | - | 1.26% | - | - |
| 05/2005 | 1.35% | 6.73% | 548.9 | - | - | - | 1.26% | - | - |
| 04/2005 | 2.19% | 5.31% | 548.9 | - | - | - | 1.26% | - | - |
| 03/2005 | 0.17% | 3.06% | 548.9 | - | - | - | 1.26% | - | - |
| 02/2005 | 1.27% | 2.88% | 515.5 | - | - | - | 1.26% | - | - |
| 01/2005 | 1.59% | 1.59% | 515.5 | - | - | - | 1.26% | - | - |
| 12/2004 | 2% | 8.67% | 515.5 | - | - | - | 2.09% | - | - |
| 11/2004 | 1.58% | 6.54% | 494.6 | - | - | - | 2.09% | - | - |
| 10/2004 | 0.14% | 4.89% | 494.6 | - | - | - | 2.09% | - | - |
| 09/2004 | 0.79% | 4.74% | 494.6 | - | - | - | 2.09% | - | - |
| 08/2004 | 0.13% | 3.92% | 466.3 | - | - | - | 2.09% | - | - |
| 07/2004 | -0.36% | 3.78% | 466.3 | - | - | - | 2.09% | - | - |
| 06/2004 | 0.94% | 4.16% | 466.3 | - | - | - | 2.09% | - | - |
| 05/2004 | 0.56% | 3.19% | 440.3 | - | - | - | 2.09% | - | - |
| 04/2004 | 0.5% | 2.61% | 440.3 | - | - | - | 2.09% | - | - |
| 03/2004 | 0.96% | 2.1% | 440.3 | - | - | - | 2.09% | - | - |
| 02/2004 | 0.22% | 1.13% | 395.8 | - | - | - | 2.09% | - | - |
| 01/2004 | 0.91% | 0.91% | 395.8 | - | - | - | 2.09% | - | - |
| 12/2003 | 1.07% | 13.7% | 395.8 | - | - | - | 0.6% | - | - |
| 11/2003 | 1.43% | 12.5% | 377.5 | - | - | - | 0.6% | - | - |
| 10/2003 | 1.65% | 10.91% | 377.5 | - | - | - | 0.6% | - | - |
| 09/2003 | 1.37% | 9.11% | 377.5 | - | - | - | 0.6% | - | - |
| 08/2003 | 0.2% | 7.64% | 362.1 | - | - | - | 0.6% | - | - |
| 07/2003 | -0.49% | 7.42% | 362.1 | - | - | - | 0.6% | - | - |
| 06/2003 | 1.33% | 7.95% | 362.1 | - | - | - | 0.6% | - | - |
| 05/2003 | 1.7% | 6.53% | 342.5 | - | - | - | 0.6% | - | - |
| 04/2003 | 1.98% | 4.75% | 342.5 | - | - | - | 0.6% | - | - |
| 03/2003 | 1.61% | 2.72% | 342.5 | - | - | - | 0.6% | - | - |
| 02/2003 | 1.02% | 1.09% | 322.9 | - | - | - | 0.6% | - | - |
| 01/2003 | 0.07% | 0.07% | 322.9 | - | - | - | 0.6% | - | - |
| 12/2002 | -0.18% | 1.08% | 322.9 | - | - | - | - | - | - |
| 11/2002 | 2.43% | 1.27% | 301.6 | - | - | - | - | - | - |
| 10/2002 | -0.04% | -1.14% | 301.6 | - | - | - | - | - | - |
| 09/2002 | -1.12% | -1.1% | 301.6 | - | - | - | - | - | - |
| 08/2002 | 0.45% | 0.02% | 286.5 | - | - | - | - | - | - |
| 07/2002 | 1.12% | -0.43% | 286.5 | - | - | - | - | - | - |
| 06/2002 | -1.57% | -1.53% | 286.5 | - | - | - | - | - | - |
| 05/2002 | 0.9% | 0.04% | 265.7 | - | - | - | - | - | - |
| 04/2002 | -0.6% | -0.85% | 265.7 | - | - | - | - | - | - |
| 03/2002 | -1.03% | -0.25% | 265.7 | - | - | - | - | - | - |
| 02/2002 | -0.29% | 0.79% | 246.8 | - | - | - | - | - | - |
| 01/2002 | 1.08% | 1.08% | 246.8 | - | - | - | - | - | - |
| 12/2001 | 2.97% | 8.18% | 246.8 | - | - | - | - | - | - |
| 11/2001 | 1.43% | 5.06% | 238.1 | - | - | - | - | - | - |
| 10/2001 | 0.55% | 3.58% | 238.1 | - | - | - | - | - | - |
| 09/2001 | -0.56% | 3.02% | 238.1 | - | - | - | - | - | - |
| 08/2001 | -0.07% | 3.6% | 265.7 | - | - | - | - | - | - |
| 07/2001 | 1.16% | 3.67% | 265.7 | - | - | - | - | - | - |
| 06/2001 | 0.6% | 2.48% | 265.7 | - | - | - | - | - | - |
| 05/2001 | 1.12% | 1.87% | 251.1 | - | - | - | - | - | - |
| 04/2001 | 1.71% | 0.74% | 251.1 | - | - | - | - | - | - |
| 03/2001 | -1.18% | -0.95% | 251.1 | - | - | - | - | - | - |
| 02/2001 | -0.07% | 0.23% | 238.1 | - | - | - | - | - | - |
| 01/2001 | 0.3% | 0.3% | 238.1 | - | - | - | - | - | - |
| 12/2000 | 0.17% | - | 238.1 | - | - | - | - | - | - |
| 11/2000 | 0.57% | - | 224.2 | - | - | - | - | - | - |
| 10/2000 | -1.55% | - | 224.2 | - | - | - | - | - | - |
| 09/2000 | 0.14% | - | 224.2 | - | - | - | - | - | - |
| 08/2000 | 1% | - | 210.7 | - | - | - | - | - | - |
| 07/2000 | -0.26% | - | 210.7 | - | - | - | - | - | - |
| 06/2000 | 0.59% | - | 210.7 | - | - | - | - | - | - |
| 05/2000 | 1.95% | - | 196.1 | - | - | - | - | - | - |
| 04/2000 | -0.44% | - | 196.1 | - | - | - | - | - | - |
| 03/2000 | -0.09% | - | 196.1 | - | - | - | - | - | - |
| 02/2000 | 1.62% | - | - | - | - | - | - | - | - |
| 01/2000 | 0.51% | - | - | - | - | - | - | - | - |
| 12/1999 | 0.01% | - | - | - | - | - | - | - | - |
| 11/1999 | 1.29% | - | - | - | - | - | - | - | - |
| 10/1999 | 0.99% | - | - | - | - | - | - | - | - |
| 09/1999 | 0.01% | - | - | - | - | - | - | - | - |
| 08/1999 | 0.68% | - | - | - | - | - | - | - | - |
| 07/1999 | 0.83% | - | - | - | - | - | - | - | - |
| 06/1999 | 0% | - | - | - | - | - | - | - | - |
| 05/1999 | 0.87% | - | - | - | - | - | - | - | - |
| 04/1999 | 1.23% | - | - | - | - | - | - | - | - |
| 03/1999 | 0.01% | - | - | - | - | - | - | - | - |
| 02/1999 | 0.3% | - | - | - | - | - | - | - | - |
| 01/1999 | 0.11% | - | - | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של איילון-קרן י'?
ב-07/2026: 0.16% לחודש, 7.16% מתחילת השנה, 47.68% ל-3 שנים ו-55.62% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול באיילון-קרן י'?
2.79% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם איילון-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.