איילון-קרן י' חדשה: תשואה, דמי ניהול וסיכון
איילון-קרן י' חדשה מנוהלת על ידי , בסיווג פוליסות שהונפקו החל משנת 2004; 271 חודשי דיווח מ-01/2004 עד 07/2026.
תשואה 07/2026
0.15%
מתחילת השנה
7.07%
3 שנים מצטבר
47.16%
5 שנים מצטבר
54.82%
דמי ניהול מצבירה
0.95%
לשנה
נכסים
465
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: 465 מיליון ש"ח, מקום 83 מתוך 176 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 54.82%, מקום 21 מתוך 107 בקטגוריה; ל-3 שנים: 47.16% (מקום 24 מתוך 137).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 15,482 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 21,001 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.95% לשנה (מקום 142 מתוך 170 בקטגוריה, מהנמוך לגבוה), מההפקדות: 4.51%. על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-17,379 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -18.7% בין 10/2007 ל-11/2008.
- סטיית תקן: 5.99; מדד שארפ: 1.28 (מקום 3 מתוך 107); חשיפה למניות 246.8%, לחו"ל 174.1%, למט"ח 72.9%.
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 | 8.67% | 14.21% | 6.6% | 10.05% | -16.81% | 33.86% | 9.05% | -6.02% | 8.93% | 11.64% | 4.28% | 1.57% | 3.24% | 6.88% | -0.78% | 11.72% | 5.17% | 14.47% | -7.7% | 8.36% | 13.84% | 19.44% |
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) | 465 | 83 / 176 |
| דמי ניהול מצבירה (נמוך = 1) | 0.95% | 142 / 170 |
| תשואה מתחילת השנה | 7.07% | 27 / 172 |
| תשואה 3 שנים | 47.16% | 24 / 137 |
| תשואה 5 שנים | 54.82% | 21 / 107 |
| מדד שארפ | 1.28 | 3 / 107 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הכשרה - מנוהל באמצעות אלטשולר שחם בע"מ - מניות 462 מ' ש"ח
- הפניקס כספי (שקלי) 486 מ' ש"ח
- מגדל מסלול כספי (שקלי) 493 מ' ש"ח
- כלל חברה לביטוח בע"מ מניות סחיר 427 מ' ש"ח
- הפניקס הלכה 422 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | 0.15% | 7.07% | 465.4 | - | - | - | 0.95% | 246.8% | 174.1% |
| 06/2026 | -1.39% | 6.91% | 470.5 | - | - | - | 0.95% | 250.4% | 174.3% |
| 05/2026 | 2.1% | 8.42% | 483.5 | - | - | - | 0.95% | 252.5% | 164.9% |
| 04/2026 | 3.81% | 6.19% | 482.1 | - | - | - | 0.95% | 250.9% | 170% |
| 03/2026 | -2.11% | 2.29% | 469.4 | - | - | - | 0.95% | 242.6% | 171.6% |
| 02/2026 | 1.49% | 4.49% | 486.9 | - | - | - | 0.95% | 252% | 175.4% |
| 01/2026 | 2.96% | 2.96% | 487.9 | - | - | - | 0.95% | 253.1% | 169.6% |
| 12/2025 | 1.78% | 19.44% | 485.1 | - | - | - | 0.97% | 246.4% | 173.7% |
| 11/2025 | 1.47% | 17.35% | 481.2 | - | - | - | 0.97% | 246.4% | 177.7% |
| 10/2025 | 1.3% | 15.65% | 478.4 | - | - | - | 0.97% | 242.5% | 175.8% |
| 09/2025 | 2.08% | 14.17% | 479 | - | - | - | 0.97% | 237.3% | 176.6% |
| 08/2025 | 1.17% | 11.84% | 471.2 | - | - | - | 0.97% | 231.4% | 171.6% |
| 07/2025 | 1.26% | 10.55% | 471 | - | - | - | 0.97% | 234.3% | 176.1% |
| 06/2025 | 3.78% | 9.17% | 471.3 | - | - | - | 0.97% | 233.5% | 177.1% |
| 05/2025 | 2.83% | 5.2% | 459.6 | - | - | - | 0.97% | 225.5% | 181.9% |
| 04/2025 | 1.03% | 2.3% | 453.9 | - | - | - | 0.97% | 219.2% | 183.9% |
| 03/2025 | -1.01% | 1.26% | 452.6 | - | - | - | 0.97% | 213.6% | 183.1% |
| 02/2025 | 0.89% | 2.29% | 463.3 | - | - | - | 0.97% | 218.9% | 173.5% |
| 01/2025 | 1.39% | 1.39% | 464 | - | - | - | 0.97% | 222% | 180% |
| 12/2024 | 1.19% | 13.84% | 462.6 | - | - | - | 1% | 217.9% | 175.8% |
| 11/2024 | 2.06% | 12.5% | 465.3 | - | - | - | 1% | 219.4% | 181.3% |
| 10/2024 | 0.72% | 10.23% | 463.2 | - | - | - | 1% | 214.9% | 177.1% |
| 09/2024 | 1.45% | 9.45% | 462.8 | - | - | - | 1% | 216.3% | 177.9% |
| 08/2024 | 1.39% | 7.88% | 462 | - | - | - | 1% | 217.2% | 176.7% |
| 07/2024 | 1.07% | 6.4% | 458.7 | - | - | - | 1% | 218.2% | 190% |
| 06/2024 | 0.28% | 5.28% | 457.8 | - | - | - | 1% | 214.8% | 187.6% |
| 05/2024 | 1.49% | 4.98% | 459.3 | - | - | - | 1% | 214.1% | 183.4% |
| 04/2024 | -1.36% | 3.44% | 455.2 | - | - | - | 1% | 208.3% | 179.8% |
| 03/2024 | 2.41% | 4.87% | 465.9 | - | - | - | 1% | 213.8% | 182% |
| 02/2024 | 2.44% | 2.4% | 458.4 | - | - | - | 1% | 204.6% | 174% |
| 01/2024 | -0.04% | -0.04% | 450.1 | - | - | - | 1% | 196.5% | 173.8% |
| 12/2023 | 2.53% | 8.36% | 455.6 | - | - | - | 1% | 198.5% | 178.3% |
| 11/2023 | 3.56% | 5.69% | 448.4 | - | - | - | 1% | 196.9% | 181.5% |
| 10/2023 | -3.26% | 2.06% | 439.4 | - | - | - | 1% | 185.7% | 182.3% |
| 09/2023 | -1.33% | 5.49% | 459 | - | - | - | 1% | 210.4% | 191.2% |
| 08/2023 | -0.27% | 6.92% | 468.9 | - | - | - | 1% | 223.5% | 204.8% |
| 07/2023 | 2.56% | 7.21% | 477.5 | - | - | - | 1% | 226% | 193.9% |
| 06/2023 | 1.82% | 4.53% | 470.4 | - | - | - | 1% | 215.6% | 187% |
| 05/2023 | 0.8% | 2.66% | 465.1 | - | - | - | 1% | 208.1% | 180.2% |
| 04/2023 | 1.02% | 1.85% | 464.8 | - | - | - | 1% | 202.6% | 178% |
| 03/2023 | 0.67% | 0.82% | 461.1 | - | - | - | 1% | 199.9% | 183.1% |
| 02/2023 | -1.72% | 0.15% | 441.5 | - | - | - | 1% | 190.2% | 176.7% |
| 01/2023 | 1.9% | 1.9% | 452.6 | - | - | - | 1% | 193.4% | 169.7% |
| 12/2022 | -1.49% | -7.7% | 446.9 | - | - | - | 1.02% | 185.5% | 161.7% |
| 11/2022 | 0.47% | -6.31% | 454.5 | - | - | - | 1.02% | 193.9% | 162.3% |
| 10/2022 | 2.22% | -6.75% | 454.1 | - | - | - | 1.02% | 198.8% | 167.8% |
| 09/2022 | -3.87% | -8.77% | 444.8 | - | - | - | 1.02% | 186.7% | 152.5% |
| 08/2022 | -0.69% | -5.1% | 464.4 | - | - | - | 1.02% | 209.2% | 157.6% |
| 07/2022 | 2.31% | -4.44% | 469.9 | - | - | - | 1.02% | 208.3% | 162.5% |
| 06/2022 | -1.96% | -6.6% | 462.3 | - | - | - | 1.02% | 196.5% | 161.8% |
| 05/2022 | -1.87% | -4.73% | 476.7 | - | - | - | 1.02% | 212.1% | 170.4% |
| 04/2022 | -1.32% | -2.91% | 487.3 | - | - | - | 1.02% | 222.8% | 169.7% |
| 03/2022 | 0.63% | -1.62% | 496.3 | - | - | - | 1.02% | 229.8% | 177.2% |
| 02/2022 | -0.44% | -2.23% | 494.4 | - | - | - | 1.02% | 220.5% | 174.6% |
| 01/2022 | -1.8% | -1.8% | 499.1 | - | - | - | 1.02% | 220.1% | 175.2% |
| 12/2021 | 2.04% | 14.47% | 512.8 | - | - | - | 1.03% | 227.2% | 182% |
| 11/2021 | 0.18% | 12.18% | 506.7 | - | - | - | 1.03% | 220.8% | 182.3% |
| 10/2021 | 2.06% | 11.98% | 508.3 | - | - | - | 1.03% | 224.1% | 187.3% |
| 09/2021 | -0.19% | 9.72% | 499.8 | - | - | - | 1.03% | 218.7% | 186% |
| 08/2021 | 2.11% | 9.93% | 500.7 | - | - | - | 1.03% | 219.3% | 190.2% |
| 07/2021 | 0.13% | 7.66% | 496.7 | - | - | - | 1.03% | 220.3% | 195.1% |
| 06/2021 | 0.62% | 7.52% | 499.4 | - | - | - | 1.03% | 219.1% | 193.7% |
| 05/2021 | 1.55% | 6.86% | 499 | - | - | - | 1.03% | 219.2% | 191% |
| 04/2021 | 1.71% | 5.23% | 492.2 | - | - | - | 1.03% | 215% | 188.1% |
| 03/2021 | 1.55% | 3.46% | 485.3 | - | - | - | 1.03% | 210.5% | 188.6% |
| 02/2021 | 0.83% | 1.88% | 480.6 | - | - | - | 1.03% | 201.8% | 181.2% |
| 01/2021 | 1.04% | 1.04% | 477.8 | - | - | - | 1.03% | 202.4% | 180.8% |
| 12/2020 | 2.61% | 5.17% | 475.6 | - | - | - | 1.02% | 196.1% | 174.5% |
| 11/2020 | 4.44% | 2.5% | 465.5 | - | - | - | 1.02% | 190.5% | 173% |
| 10/2020 | -0.13% | -1.86% | 447.6 | - | - | - | 1.02% | 175.4% | 165.8% |
| 09/2020 | -1.2% | -1.73% | 450.6 | - | - | - | 1.02% | 176% | 169.5% |
| 08/2020 | 2.42% | -0.54% | 458.2 | - | - | - | 1.02% | 180.2% | 169.8% |
| 07/2020 | 2.34% | -2.89% | 449.2 | - | - | - | 1.02% | 172.4% | 162.8% |
| 06/2020 | -0.5% | -5.11% | 439.4 | - | - | - | 1.02% | 164.8% | 158% |
| 05/2020 | 1.43% | -4.63% | 442.7 | - | - | - | 1.02% | 169.2% | 153.1% |
| 04/2020 | 5.06% | -5.98% | 438.3 | - | - | - | 1.02% | 167.5% | 147.6% |
| 03/2020 | -8.41% | -10.51% | 417 | - | - | - | 1.02% | 152.8% | 141.7% |
| 02/2020 | -2.26% | -2.29% | 459 | - | - | - | 1.02% | 174.7% | 152.2% |
| 01/2020 | -0.03% | -0.03% | 471.5 | - | - | - | 1.02% | 191.4% | 166.2% |
| 12/2019 | 1.11% | 11.72% | 474.1 | - | - | - | 1.03% | 195.2% | 166.7% |
| 11/2019 | 0.97% | 10.49% | 470.2 | - | - | - | 1.03% | 194.4% | 164.7% |
| 10/2019 | 1.4% | 9.43% | 466.8 | - | - | - | 1.03% | 187.8% | 160.9% |
| 09/2019 | 0.87% | 7.92% | 460.7 | - | - | - | 1.03% | 180.2% | 152.5% |
| 08/2019 | -0.51% | 6.99% | 457.9 | - | - | - | 1.03% | 177.9% | 150.5% |
| 07/2019 | 0.56% | 7.53% | 460.5 | - | - | - | 1.03% | 181.3% | 155.2% |
| 06/2019 | 1.96% | 6.94% | 459.6 | - | - | - | 1.03% | 182.7% | 157.4% |
| 05/2019 | -1.36% | 4.88% | 453.2 | - | - | - | 1.03% | 176.1% | 150.7% |
| 04/2019 | 1.71% | 6.33% | 459.3 | - | - | - | 1.03% | 181.8% | 154.7% |
| 03/2019 | 0.8% | 4.54% | 452.4 | - | - | - | 1.03% | 177.4% | 151.7% |
| 02/2019 | 1.13% | 3.71% | 449.8 | - | - | - | 1.03% | 161% | 132.3% |
| 01/2019 | 2.55% | 2.55% | 444.7 | - | - | - | 1.03% | 172.5% | 143.3% |
| 12/2018 | -2.77% | -0.78% | 434.5 | - | - | - | 1.04% | 159.3% | 136.4% |
| 11/2018 | 0.45% | 2.05% | 446.6 | - | - | - | 1.04% | 172.4% | 142.9% |
| 10/2018 | -2.09% | 1.59% | 444.3 | - | - | - | 1.04% | 170% | 140.9% |
| 09/2018 | 0.18% | 3.76% | 453.6 | - | - | - | 1.04% | 180.9% | 138.4% |
| 08/2018 | 1.07% | 3.57% | 452.2 | - | - | - | 1.04% | 180.9% | 138.4% |
| 07/2018 | 1.29% | 2.48% | 447 | - | - | - | 1.04% | 177.7% | 143.5% |
| 06/2018 | 0.06% | 1.17% | 441 | - | - | - | 1.04% | 170.2% | 137% |
| 05/2018 | 0.5% | 1.11% | 440.2 | - | - | - | 1.04% | 170.9% | 135.4% |
| 04/2018 | 0.77% | 0.61% | 436.8 | - | - | - | 1.04% | 172% | 134.3% |
| 03/2018 | -0.78% | -0.16% | 432.8 | - | - | - | 1.04% | 169.8% | 128.7% |
| 02/2018 | -1.32% | 0.62% | 435.6 | - | - | - | 1.04% | 168.4% | 127.5% |
| 01/2018 | 1.97% | 1.97% | 441 | - | - | - | 1.04% | 173.3% | 124.9% |
| 12/2017 | 0.65% | 6.88% | 433.5 | - | - | - | 1.07% | 170.4% | 130.4% |
| 11/2017 | 0.71% | 6.19% | 429.6 | - | - | - | 1.07% | 166.2% | 122.2% |
| 10/2017 | 0.92% | 5.44% | 426.4 | - | - | - | 1.07% | 159.5% | 112.1% |
| 09/2017 | 0.53% | 4.48% | 421.8 | - | - | - | 1.07% | 158% | 112.7% |
| 08/2017 | 0.37% | 3.93% | 418.3 | - | - | - | 1.07% | 155.8% | 112.6% |
| 07/2017 | 1.09% | 3.54% | 416.7 | - | - | - | 1.07% | 153% | 109.8% |
| 06/2017 | -0.41% | 2.43% | 411.9 | - | - | - | 1.07% | 146.2% | 103.2% |
| 05/2017 | 0.84% | 2.85% | 412.7 | - | - | - | 1.07% | 150.1% | 106.8% |
| 04/2017 | 1.03% | 1.99% | 408.2 | - | - | - | 1.07% | 149.1% | 107% |
| 03/2017 | 0.27% | 0.95% | 403.5 | - | - | - | 1.07% | 150.1% | 108.2% |
| 02/2017 | 0.4% | 0.68% | 402.7 | - | - | - | 1.07% | 145.7% | 102.3% |
| 01/2017 | 0.28% | 0.28% | 400.5 | - | - | - | 1.07% | 147.2% | 103.1% |
| 12/2016 | 0.84% | 3.24% | 399.2 | - | - | - | 1.06% | 142.5% | 97.1% |
| 11/2016 | 0.42% | 2.38% | 395.8 | - | - | - | 1.06% | 141.3% | 95% |
| 10/2016 | 0.09% | 1.95% | 393 | - | - | - | 1.06% | 143.4% | 97.6% |
| 09/2016 | -0.56% | 1.86% | 392.3 | - | - | - | 1.06% | 143.6% | 96.2% |
| 08/2016 | 0.33% | 2.43% | 394.7 | - | - | - | 1.06% | 150.5% | 100.4% |
| 07/2016 | 2.21% | 2.1% | 394.8 | - | - | - | 1.06% | 154.6% | 101% |
| 06/2016 | -0.42% | -0.11% | 386.6 | - | - | - | 1.06% | 150% | 98.4% |
| 05/2016 | 0.9% | 0.31% | 387.8 | - | - | - | 1.06% | 149.5% | 98.7% |
| 04/2016 | 0.68% | -0.58% | 386.2 | - | - | - | 1.06% | 146.9% | 97.2% |
| 03/2016 | 1.53% | -1.25% | 384.6 | - | - | - | 1.06% | 149.4% | 98.2% |
| 02/2016 | -0.93% | -2.74% | 378.3 | - | - | - | 1.06% | 151.2% | 100% |
| 01/2016 | -1.83% | -1.83% | 381.4 | - | - | - | 1.06% | 154.7% | 101% |
| 12/2015 | -1.23% | 1.57% | 387.7 | - | - | - | 1.07% | 157% | 109.2% |
| 11/2015 | 0.06% | 2.84% | 390.9 | - | - | - | 1.07% | 157.8% | 110.7% |
| 10/2015 | 2.75% | 2.78% | 390.5 | - | - | - | 1.07% | 155.5% | 102.3% |
| 09/2015 | -2% | 0.03% | 378.1 | - | - | - | 1.07% | 147% | 96.9% |
| 08/2015 | -2.16% | 2.07% | 384.8 | - | - | - | 1.07% | 151.9% | 99.2% |
| 07/2015 | 1.43% | 4.32% | 392.5 | - | - | - | 1.07% | 155.5% | 101.7% |
| 06/2015 | -2.23% | 2.85% | 387 | - | - | - | 1.07% | 153.7% | 100.1% |
| 05/2015 | 0.37% | 5.2% | 394.5 | - | - | - | 1.07% | 160% | 103.7% |
| 04/2015 | 0.64% | 4.81% | 392.7 | - | - | - | 1.07% | 158.5% | 104.6% |
| 03/2015 | 0.78% | 4.14% | 389.5 | - | - | - | 1.07% | 160.9% | 108.3% |
| 02/2015 | 3.16% | 3.34% | 386.1 | - | - | - | 1.07% | 149.4% | 103.9% |
| 01/2015 | 0.17% | 0.17% | 373.5 | - | - | - | 1.07% | 149.9% | 88.3% |
| 12/2014 | -1.68% | 4.28% | 371.9 | - | - | - | 1.08% | 136.2% | 99% |
| 11/2014 | 0.79% | 6.07% | 377.4 | - | - | - | 1.08% | 139% | 97.5% |
| 10/2014 | 0.29% | 5.24% | 373.2 | - | - | - | 1.08% | 134.1% | 95.9% |
| 09/2014 | 0.14% | 4.93% | 371.6 | - | - | - | 1.08% | 134.2% | 91% |
| 08/2014 | 2.11% | 4.78% | 370.3 | - | - | - | 1.08% | 132.2% | 90.3% |
| 07/2014 | -0.49% | 2.62% | 361.7 | - | - | - | 1.08% | 125.8% | 83% |
| 06/2014 | -0.05% | 3.12% | 362.2 | - | - | - | 1.08% | 127.3% | 81.7% |
| 05/2014 | 1.12% | 3.18% | 361.2 | - | - | - | 1.08% | 126.1% | 72.3% |
| 04/2014 | -0.1% | 2.03% | 356.3 | - | - | - | 1.08% | 133.6% | 74.9% |
| 03/2014 | 0.87% | 2.14% | 356.9 | - | - | - | 1.08% | 131.9% | 74.9% |
| 02/2014 | 2.04% | 1.25% | 353.1 | - | - | - | 1.08% | 133.5% | 68.9% |
| 01/2014 | -0.77% | -0.77% | 347.9 | - | - | - | 1.08% | 126.3% | 66.4% |
| 12/2013 | 0.08% | 11.64% | 350.5 | - | - | - | 1.09% | 127.5% | 71.1% |
| 11/2013 | 1.61% | 11.55% | 350.6 | - | - | - | 1.09% | 123.4% | 63.6% |
| 10/2013 | 1.5% | 9.78% | 344.6 | - | - | - | 1.09% | 129.9% | 66.9% |
| 09/2013 | 3.15% | 8.16% | 339.1 | - | - | - | 1.09% | 131.6% | 80.8% |
| 08/2013 | -0.64% | 4.86% | 327.2 | - | - | - | 1.09% | 129.8% | 81.7% |
| 07/2013 | 2.02% | 5.53% | 328.7 | - | - | - | 1.09% | 132% | 77.6% |
| 06/2013 | -1.38% | 3.44% | 325.6 | - | - | - | 1.09% | 127% | 73.2% |
| 05/2013 | 1.44% | 4.89% | 329.5 | - | - | - | 1.09% | 131.7% | 73.3% |
| 04/2013 | 0.61% | 3.4% | 324.3 | - | - | - | 1.09% | 131.8% | 76.3% |
| 03/2013 | 0.41% | 2.77% | 321.7 | - | - | - | 1.09% | 131.3% | 72.1% |
| 02/2013 | 1.12% | 2.35% | 320.6 | - | - | - | 1.09% | 128% | 72.6% |
| 01/2013 | 1.22% | 1.22% | 317.4 | - | - | - | 1.09% | 126.8% | 74.3% |
| 12/2012 | -0.39% | 8.93% | 313.4 | - | - | - | 1.11% | 115.6% | 67.1% |
| 11/2012 | 0.95% | 9.36% | 311.3 | - | - | - | 1.11% | 110.7% | 63.7% |
| 10/2012 | 1.89% | 8.33% | 307.5 | - | - | - | 1.11% | 110.8% | 67.6% |
| 09/2012 | 2.21% | 6.32% | 302.5 | - | - | - | 1.11% | 108.8% | 75.4% |
| 08/2012 | 0.88% | 4.02% | 295.1 | - | - | - | 1.11% | 104.9% | 79.3% |
| 07/2012 | 1.75% | 3.11% | 291.7 | - | - | - | 1.11% | 99.7% | 75.3% |
| 06/2012 | -0.45% | 1.34% | 285.9 | - | - | - | 1.11% | 98.8% | 72.8% |
| 05/2012 | -3.55% | 1.8% | 286 | - | - | - | 1.11% | 105.8% | 71.6% |
| 04/2012 | 1.2% | 5.55% | 295.5 | - | - | - | 1.11% | 110.2% | 66.8% |
| 03/2012 | 1.53% | 4.29% | 291 | - | - | - | 1.11% | 108.3% | 65.2% |
| 02/2012 | 0.08% | 2.72% | 285.3 | - | - | - | 1.11% | 103% | 61.1% |
| 01/2012 | 2.64% | 2.64% | 284.5 | - | - | - | 1.11% | 100.5% | 51.3% |
| 12/2011 | 0.79% | -6.02% | 276.4 | - | - | - | 1.12% | 96.3% | 48.1% |
| 11/2011 | -2.05% | -6.75% | 273.3 | - | - | - | 1.12% | 95.6% | 47.4% |
| 10/2011 | 3.67% | -4.8% | 277.3 | - | - | - | 1.12% | 91.3% | 45% |
| 09/2011 | -2.35% | -8.17% | 265.8 | - | - | - | 1.12% | 88.7% | 41.5% |
| 08/2011 | -3.35% | -5.96% | 271.1 | - | - | - | 1.12% | 98.1% | 45.2% |
| 07/2011 | -0.08% | -2.7% | 279.6 | - | - | - | 1.12% | 106.4% | 46.2% |
| 06/2011 | -1.41% | -2.62% | 278.1 | - | - | - | 1.12% | 108.5% | 46.6% |
| 05/2011 | -1.15% | -1.23% | 280.5 | - | - | - | 1.12% | 105.1% | 44.2% |
| 04/2011 | -0.12% | -0.08% | 282.9 | - | - | - | 1.12% | 104.8% | 44.6% |
| 03/2011 | -0.42% | 0.04% | 281.5 | - | - | - | 1.12% | 107.5% | 44.3% |
| 02/2011 | 0.06% | 0.46% | 281.4 | - | - | - | 1.12% | 106.2% | 45% |
| 01/2011 | 0.4% | 0.4% | 278.6 | - | - | - | 1.12% | 106% | 42.1% |
| 12/2010 | 2.01% | 9.05% | 276.4 | - | - | - | 1.13% | 107.5% | 39.1% |
| 11/2010 | -0.91% | 6.91% | 268.5 | - | - | - | 1.13% | 105.2% | 38.6% |
| 10/2010 | 2.95% | 7.89% | 269.2 | - | - | - | 1.13% | 105.1% | 38.5% |
| 09/2010 | 2.48% | 4.8% | 259.7 | - | - | - | 1.13% | 101.6% | 39% |
| 08/2010 | 0.36% | 2.26% | 252.3 | - | - | - | 1.13% | 95.5% | 36.7% |
| 07/2010 | 2.13% | 1.89% | 249.7 | - | - | - | 1.13% | 91.4% | 34.6% |
| 06/2010 | -0.01% | -0.23% | 242.9 | - | - | - | 1.13% | 86.8% | 33.2% |
| 05/2010 | -2.52% | -0.22% | 241.3 | - | - | - | 1.13% | 84.1% | 28.3% |
| 04/2010 | -0.93% | 2.36% | 245.6 | - | - | - | 1.13% | 82.2% | 30.2% |
| 03/2010 | 1.92% | 3.32% | 247.7 | - | - | - | 1.13% | 80.3% | 25.3% |
| 02/2010 | 1.24% | 1.37% | 237.2 | - | - | - | 1.13% | 81.9% | 27.3% |
| 01/2010 | 0.13% | 0.13% | 232.5 | - | - | - | 1.13% | 78% | 24.2% |
| 12/2009 | 1.07% | 33.86% | 230.8 | - | - | - | 1.09% | - | - |
| 11/2009 | 2.4% | 32.45% | 225.8 | - | - | - | 1.09% | - | - |
| 10/2009 | 1.4% | 29.34% | 218.5 | - | - | - | 1.09% | - | - |
| 09/2009 | 1.95% | 27.56% | 213.1 | - | - | - | 1.09% | - | - |
| 08/2009 | 1.29% | 25.12% | 207.9 | - | - | - | 1.09% | - | - |
| 07/2009 | 3.14% | 23.52% | 203 | - | - | - | 1.09% | - | - |
| 06/2009 | 2.28% | 19.76% | 194.7 | - | - | - | 1.09% | - | - |
| 05/2009 | 1.29% | 17.09% | 186.9 | - | - | - | 1.09% | - | - |
| 04/2009 | 4.4% | 15.6% | 182 | - | - | - | 1.09% | - | - |
| 03/2009 | 4.08% | 10.73% | 172.6 | - | - | - | 1.09% | - | - |
| 02/2009 | 0.88% | 6.39% | 163.1 | - | - | - | 1.09% | - | - |
| 01/2009 | 5.46% | 5.46% | 159.6 | - | - | - | 1.09% | - | - |
| 12/2008 | 0.75% | -16.81% | 149.1 | - | - | - | 1.09% | - | - |
| 11/2008 | -1.61% | -17.43% | 144.9 | - | - | - | 1.09% | - | - |
| 10/2008 | -8.48% | -16.08% | 145.2 | - | - | - | 1.09% | - | - |
| 09/2008 | -5.18% | -8.3% | 156.8 | - | - | - | 1.09% | - | - |
| 08/2008 | -0.1% | -3.29% | 163 | - | - | - | 1.09% | - | - |
| 07/2008 | -1.2% | -3.2% | 159.9 | - | - | - | 1.09% | - | - |
| 06/2008 | -0.85% | -2.02% | 158.9 | - | - | - | 1.09% | - | - |
| 05/2008 | 1.29% | -1.18% | 157.2 | - | - | - | 1.09% | - | - |
| 04/2008 | 1.87% | -2.44% | 151.4 | - | - | - | 1.09% | - | - |
| 03/2008 | -2.37% | -4.23% | 146.9 | - | - | - | 1.09% | - | - |
| 02/2008 | 1.41% | -1.91% | 146.7 | - | - | - | 1.09% | - | - |
| 01/2008 | -3.27% | -3.27% | 141.3 | - | - | - | 1.09% | - | - |
| 12/2007 | 0.42% | 10.05% | 143.3 | - | - | - | 1.1% | - | - |
| 11/2007 | -1.97% | 9.59% | 138.7 | - | - | - | 1.1% | - | - |
| 10/2007 | 2.62% | 11.79% | 132.2 | - | - | - | 1.1% | - | - |
| 09/2007 | 1.76% | 8.93% | 125.5 | - | - | - | 1.1% | - | - |
| 08/2007 | -2.46% | 7.05% | 123.3 | - | - | - | 1.1% | - | - |
| 07/2007 | -0.15% | 9.75% | 120.5 | - | - | - | 1.1% | - | - |
| 06/2007 | 0.98% | 9.92% | 115.2 | - | - | - | 1.1% | - | - |
| 05/2007 | 2.72% | 8.85% | 108.4 | - | - | - | 1.1% | - | - |
| 04/2007 | 2.4% | 5.97% | 100.8 | - | - | - | 1.1% | - | - |
| 03/2007 | 0.73% | 3.48% | 95.5 | - | - | - | 1.1% | - | - |
| 02/2007 | 0.59% | 2.73% | 92.3 | - | - | - | 1.1% | - | - |
| 01/2007 | 2.13% | 2.13% | 84.1 | - | - | - | 1.1% | - | - |
| 12/2006 | -0.25% | 6.6% | 76 | - | - | - | 0.87% | - | - |
| 11/2006 | 1.22% | 6.86% | 73.2 | - | - | - | 0.87% | - | - |
| 10/2006 | 1.9% | 5.58% | 69.8 | - | - | - | 0.87% | - | - |
| 09/2006 | 0.62% | 3.61% | 64.8 | - | - | - | 0.87% | - | - |
| 08/2006 | 0.69% | 2.97% | 61.1 | - | - | - | 0.87% | - | - |
| 07/2006 | 0.55% | 2.26% | 57.6 | - | - | - | 0.87% | - | - |
| 06/2006 | -1.51% | 1.7% | 54 | - | - | - | 0.87% | - | - |
| 05/2006 | -1% | 3.26% | 52.3 | - | - | - | 0.87% | - | - |
| 04/2006 | 1.41% | 4.31% | 48.6 | - | - | - | 0.87% | - | - |
| 03/2006 | 0.9% | 2.86% | 45.1 | - | - | - | 0.87% | - | - |
| 02/2006 | -0.07% | 1.94% | 35.6 | - | - | - | 0.87% | - | - |
| 01/2006 | 2.01% | 2.01% | 35.6 | - | - | - | 0.87% | - | - |
| 12/2005 | 0.75% | 14.21% | 35.6 | - | - | - | 0.96% | - | - |
| 11/2005 | 0.56% | 13.36% | 28.2 | - | - | - | 0.96% | - | - |
| 10/2005 | 0.48% | 12.73% | 28.2 | - | - | - | 0.96% | - | - |
| 09/2005 | 1.7% | 12.19% | 28.2 | - | - | - | 0.96% | - | - |
| 08/2005 | 1.61% | 10.32% | 21.4 | - | - | - | 0.96% | - | - |
| 07/2005 | 2.4% | 8.57% | 21.4 | - | - | - | 0.96% | - | - |
| 06/2005 | -0.34% | 6.03% | 21.4 | - | - | - | 0.96% | - | - |
| 05/2005 | 1.23% | 6.39% | 15.1 | - | - | - | 0.96% | - | - |
| 04/2005 | 1.99% | 5.1% | 15.1 | - | - | - | 0.96% | - | - |
| 03/2005 | 0.16% | 3.04% | 15.1 | - | - | - | 0.96% | - | - |
| 02/2005 | 1.27% | 2.88% | 10.1 | - | - | - | 0.96% | - | - |
| 01/2005 | 1.59% | 1.59% | 10.1 | - | - | - | 0.96% | - | - |
| 12/2004 | 2% | - | 10.1 | - | - | - | - | - | - |
| 11/2004 | 1.58% | - | 7.5 | - | - | - | - | - | - |
| 10/2004 | 0.14% | - | 7.5 | - | - | - | - | - | - |
| 09/2004 | 0.79% | - | 7.5 | - | - | - | - | - | - |
| 08/2004 | 0.13% | - | 0.5 | - | - | - | - | - | - |
| 07/2004 | -0.36% | - | 0.5 | - | - | - | - | - | - |
| 06/2004 | 0.94% | - | 0.5 | - | - | - | - | - | - |
| 05/2004 | 0.56% | - | 0.1 | - | - | - | - | - | - |
| 04/2004 | 0.5% | - | 0.1 | - | - | - | - | - | - |
| 03/2004 | 0.96% | - | 0.1 | - | - | - | - | - | - |
| 02/2004 | 0.22% | - | - | - | - | - | - | - | - |
| 01/2004 | 0.91% | - | - | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של איילון-קרן י' חדשה?
ב-07/2026: 0.15% לחודש, 7.07% מתחילת השנה, 47.16% ל-3 שנים ו-54.82% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול באיילון-קרן י' חדשה?
0.95% לשנה מהצבירה בממוצע ו-4.51% מההפקדות. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם איילון-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.