הפניקס -קרן י': תשואה, דמי ניהול וסיכון
הפניקס -קרן י' מנוהלת על ידי , בסיווג פוליסות שהונפקו בשנים 1992-2003; 331 חודשי דיווח מ-01/1999 עד 07/2026.
תשואה 07/2026
0.27%
מתחילת השנה
5.48%
3 שנים מצטבר
41.32%
5 שנים מצטבר
52.56%
דמי ניהול מצבירה
2.72%
לשנה
נכסים
37,823
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: 37,823 מיליון ש"ח, מקום 3 מתוך 15 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 52.56%, מקום 3 מתוך 15 בקטגוריה; ל-3 שנים: 41.32% (מקום 5 מתוך 15).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 15,256 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 22,740 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 2.72% לשנה (מקום 13 מתוך 15 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-42,394 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -27.8% בין 10/2007 ל-12/2008.
- סטיית תקן: 5.3; מדד שארפ: 1.26 (מקום 2 מתוך 15); חשיפה למניות 19,862.8%, לחו"ל 20,059.8%, למט"ח 7,309.1%.
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 | 12.51% | 4.42% | 8.49% | -1.23% | 18.03% | 9.58% | 14.13% | 9.62% | 8% | -26.14% | 30.74% | 12.23% | -6.95% | 11.3% | 13.21% | 5.1% | 4.54% | 6.14% | 9.48% | 0.22% | 13.95% | 6.59% | 17.4% | -5.7% | 7.99% | 14.15% | 15.98% |
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) | 37,823 | 3 / 15 |
| דמי ניהול מצבירה (נמוך = 1) | 2.72% | 13 / 15 |
| תשואה מתחילת השנה | 5.48% | 9 / 15 |
| תשואה 3 שנים | 41.32% | 5 / 15 |
| תשואה 5 שנים | 52.56% | 3 / 15 |
| מדד שארפ | 1.26 | 2 / 15 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הראל-קרן י' 27,591 מ' ש"ח
- כלל-קרן י' 50,255 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
- 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 | 0.27% | 5.48% | 37,822.7 | - | - | - | 2.72% | 19,862.8% | 20,059.8% |
| 06/2026 | -0.67% | 5.19% | 37,926.4 | - | - | - | 2.72% | 19,650.2% | 19,383% |
| 05/2026 | 1.59% | 5.9% | 38,473.5 | - | - | - | 2.72% | 19,745% | 18,811.9% |
| 04/2026 | 3.98% | 4.24% | 38,098.4 | - | - | - | 2.72% | 19,383% | 18,786.9% |
| 03/2026 | -2.5% | 0.25% | 36,837.9 | - | - | - | 2.72% | 18,372.3% | 18,613.5% |
| 02/2026 | 0.67% | 2.82% | 38,080.4 | - | - | - | 2.72% | 18,893.6% | 19,083% |
| 01/2026 | 2.14% | 2.14% | 38,303.4 | - | - | - | 2.72% | 19,067.5% | 18,992.7% |
| 12/2025 | 1.72% | 15.98% | 38,087.8 | - | - | - | 0.6% | 18,340.2% | 15,908% |
| 11/2025 | 1.19% | 14.02% | 37,633.1 | - | - | - | 0.6% | 18,268.7% | 18,680.1% |
| 10/2025 | 1.6% | 12.68% | 37,129.9 | - | - | - | 0.6% | 17,791.3% | 18,381.7% |
| 09/2025 | 1.9% | 10.91% | 37,141.2 | - | - | - | 0.6% | 17,398.2% | 18,522.5% |
| 08/2025 | 0.9% | 8.84% | 36,649.9 | - | - | - | 0.6% | 17,298.4% | 18,260.7% |
| 07/2025 | 1.3% | 7.87% | 36,472.3 | - | - | - | 0.6% | 17,532.8% | 18,480.4% |
| 06/2025 | 3.18% | 6.48% | 36,259.6 | - | - | - | 0.6% | 17,523.5% | 18,311.2% |
| 05/2025 | 2.07% | 3.2% | 36,355.1 | - | - | - | 0.6% | 17,108.8% | 19,136.3% |
| 04/2025 | 0.64% | 1.11% | 35,818.5 | - | - | - | 0.6% | 16,687.4% | 19,333.3% |
| 03/2025 | -1.11% | 0.47% | 35,834.9 | - | - | - | 0.6% | 16,894% | 19,941.4% |
| 02/2025 | 0.33% | 1.59% | 36,686.1 | - | - | - | 0.6% | 17,113.4% | 17,476.9% |
| 01/2025 | 1.26% | 1.26% | 36,715.1 | - | - | - | 0.6% | 17,331% | 19,704.6% |
| 12/2024 | 1.5% | 14.15% | 36,469.8 | - | - | - | 0.6% | 16,750.5% | 19,615.9% |
| 11/2024 | 2.17% | 12.47% | 36,082.9 | - | - | - | 0.6% | 16,541.2% | 19,502.6% |
| 10/2024 | 0.56% | 10.08% | 35,714.2 | - | - | - | 0.6% | 16,384.6% | 19,951.4% |
| 09/2024 | 1.46% | 9.47% | 35,689.3 | - | - | - | 0.6% | 16,303.8% | 20,313.3% |
| 08/2024 | 0.78% | 7.89% | 35,299.5 | - | - | - | 0.6% | 15,763.5% | 19,501.8% |
| 07/2024 | 1.22% | 7.05% | 35,245.3 | - | - | - | 0.6% | 15,753.7% | 19,915.7% |
| 06/2024 | 0.52% | 5.76% | 34,942.5 | - | - | - | 0.6% | 15,385.5% | 19,907.6% |
| 05/2024 | 1.49% | 5.22% | 34,885.2 | - | - | - | 0.6% | 15,365.8% | 19,825% |
| 04/2024 | -1.06% | 3.67% | 34,432.2 | - | - | - | 0.6% | 15,171.6% | 19,614.2% |
| 03/2024 | 2.23% | 4.78% | 34,864.6 | - | - | - | 0.6% | 15,749.1% | 17,198% |
| 02/2024 | 2.13% | 2.5% | 34,230.4 | - | - | - | 0.6% | 14,799.7% | 16,508.9% |
| 01/2024 | 0.36% | 0.36% | 33,653.5 | - | - | - | 0.6% | 14,225.6% | 16,390.8% |
| 12/2023 | 2.54% | 7.99% | 33,054.5 | - | - | - | 0.6% | 14,129.2% | 16,150.9% |
| 11/2023 | 2.27% | 5.31% | 32,325.4 | - | - | - | 0.6% | 13,440.5% | 15,976.9% |
| 10/2023 | -2.53% | 2.98% | 31,023.7 | - | - | - | 0.6% | 12,992.9% | 16,551.3% |
| 09/2023 | -0.85% | 5.65% | 31,906.3 | - | - | - | 0.6% | 13,636.1% | 16,277.6% |
| 08/2023 | -0.15% | 6.55% | 32,339.9 | - | - | - | 0.6% | 14,034.3% | 16,775% |
| 07/2023 | 2.4% | 6.71% | 32,935.2 | - | - | - | 0.6% | 14,232.2% | 16,671.3% |
| 06/2023 | 1.81% | 4.21% | 32,274.6 | - | - | - | 0.6% | 13,604.6% | 16,563.7% |
| 05/2023 | 0.56% | 2.36% | 31,775.7 | - | - | - | 0.6% | 13,080.1% | 16,951.2% |
| 04/2023 | 1.36% | 1.79% | 31,661.2 | - | - | - | 0.6% | 12,783.7% | 17,197.4% |
| 03/2023 | 0.06% | 0.43% | 31,320.2 | - | - | - | 0.6% | 12,798.8% | 17,061.8% |
| 02/2023 | -1.4% | 0.36% | 31,318.4 | - | - | - | 0.6% | 12,950.3% | 17,285.7% |
| 01/2023 | 1.79% | 1.79% | 31,887.4 | - | - | - | 0.6% | 13,497.2% | 16,866.1% |
| 12/2022 | -0.74% | -5.7% | 31,400.6 | - | - | - | 2.96% | 13,278.5% | 16,515.1% |
| 11/2022 | 0.78% | -5% | 31,667.4 | - | - | - | 2.96% | 13,743.7% | 16,398.4% |
| 10/2022 | 1.43% | -5.73% | 31,460.2 | - | - | - | 2.96% | 13,952.6% | 16,183.2% |
| 09/2022 | -3.61% | -7.06% | 31,062 | - | - | - | 2.96% | 13,321.9% | 15,692% |
| 08/2022 | -0.34% | -3.58% | 32,281.3 | - | - | - | 2.96% | 14,012.4% | 15,476.2% |
| 07/2022 | 2.43% | -3.25% | 32,454.5 | - | - | - | 2.96% | 13,806.6% | 15,667.5% |
| 06/2022 | -1.94% | -5.55% | 31,760.3 | - | - | - | 2.96% | 13,362.4% | 15,511.1% |
| 05/2022 | -1.81% | -3.68% | 32,493.1 | - | - | - | 2.96% | 14,198.3% | 15,826.7% |
| 04/2022 | -1% | -1.9% | 33,155.2 | - | - | - | 2.96% | 14,340.6% | 15,538.3% |
| 03/2022 | 0.21% | -0.91% | 33,628.1 | - | - | - | 2.96% | 14,794.1% | 15,713.1% |
| 02/2022 | -0.23% | -1.12% | 33,781.5 | - | - | - | 2.96% | 15,185.6% | 15,947.5% |
| 01/2022 | -0.89% | -0.89% | 33,960.6 | - | - | - | 2.96% | 15,655.5% | 16,139.7% |
| 12/2021 | 3.28% | 17.4% | 35,005 | - | - | - | 1.63% | 15,542.8% | 15,987% |
| 11/2021 | -0.22% | 13.68% | 33,962.4 | - | - | - | 1.63% | 14,916.1% | 13,159.1% |
| 10/2021 | 1.93% | 13.93% | 34,081.3 | - | - | - | 1.63% | 14,806.6% | 13,482.9% |
| 09/2021 | 0.41% | 11.77% | 33,455.7 | - | - | - | 1.63% | 14,261% | 13,080.2% |
| 08/2021 | 1.71% | 11.31% | 33,381.5 | - | - | - | 1.63% | 14,368.5% | 13,197.3% |
| 07/2021 | -0.1% | 9.44% | 32,917 | - | - | - | 1.63% | 14,073.6% | 12,943.4% |
| 06/2021 | 0.83% | 9.55% | 33,021.2 | - | - | - | 1.63% | 14,180.1% | 13,115.7% |
| 05/2021 | 1.99% | 8.65% | 32,793.9 | - | - | - | 1.63% | 14,012.6% | 12,574.8% |
| 04/2021 | 2.1% | 6.53% | 32,258.1 | - | - | - | 1.63% | 13,585.5% | 12,244% |
| 03/2021 | 2.06% | 4.34% | 31,652.6 | - | - | - | 1.63% | 13,028.4% | 12,007.4% |
| 02/2021 | 0.96% | 2.23% | 31,216.5 | - | - | - | 1.63% | 13,159.7% | 11,882.4% |
| 01/2021 | 1.26% | 1.26% | 31,122.5 | - | - | - | 1.63% | 13,014.8% | 11,725.6% |
| 12/2020 | 3.46% | 6.59% | 31,087 | - | - | - | 2.45% | 12,585.6% | 11,484.7% |
| 11/2020 | 5.12% | 3.02% | 30,094.3 | - | - | - | 2.45% | 11,922.6% | 11,337.5% |
| 10/2020 | 0.3% | -1.99% | 28,651.2 | - | - | - | 2.45% | 10,898.7% | 10,367.7% |
| 09/2020 | -0.67% | -2.29% | 28,446.9 | - | - | - | 2.45% | 10,739.3% | 10,332.5% |
| 08/2020 | 2.99% | -1.63% | 28,658.6 | - | - | - | 2.45% | 10,912.1% | 10,511.9% |
| 07/2020 | 2.25% | -4.48% | 27,895.4 | - | - | - | 2.45% | 10,503.4% | 10,252.5% |
| 06/2020 | -0.49% | -6.59% | 27,308.1 | - | - | - | 2.45% | 10,054.5% | 9,745.8% |
| 05/2020 | 0.88% | -6.13% | 27,487.6 | - | - | - | 2.45% | 10,054.4% | 9,748.4% |
| 04/2020 | 4.75% | -6.94% | 27,286.6 | - | - | - | 2.45% | 9,666% | 11,189% |
| 03/2020 | -8.89% | -11.16% | 26,048.5 | - | - | - | 2.45% | 9,280.5% | 11,107.5% |
| 02/2020 | -2.32% | -2.5% | 28,660.3 | - | - | - | 2.45% | 10,875.1% | 11,757.4% |
| 01/2020 | -0.18% | -0.18% | 29,843.3 | - | - | - | 2.45% | 11,456.8% | 12,068.7% |
| 12/2019 | 1.89% | 13.95% | 29,934.9 | - | - | - | 0.6% | 11,573.1% | 12,294.2% |
| 11/2019 | 0.97% | 11.84% | 29,386 | - | - | - | 0.6% | 11,295.5% | 11,864.1% |
| 10/2019 | 1.86% | 10.76% | 29,158.7 | - | - | - | 0.6% | 11,201.2% | 11,898.1% |
| 09/2019 | 1.33% | 8.74% | 28,625.2 | - | - | - | 0.6% | 10,811.5% | 11,523% |
| 08/2019 | -0.34% | 7.31% | 28,214.6 | - | - | - | 0.6% | 10,712.9% | 11,529.6% |
| 07/2019 | 0.49% | 7.68% | 28,340.8 | - | - | - | 0.6% | 10,693.1% | 11,447.1% |
| 06/2019 | 2.19% | 7.15% | 28,219.3 | - | - | - | 0.6% | 10,610.1% | 11,292.8% |
| 05/2019 | -1.59% | 4.86% | 27,646 | - | - | - | 0.6% | 10,246.9% | 11,099.2% |
| 04/2019 | 1.75% | 6.55% | 28,107.6 | - | - | - | 0.6% | 10,668.3% | 11,561.4% |
| 03/2019 | 0.65% | 4.72% | 27,452.6 | - | - | - | 0.6% | 10,359.3% | 11,400.5% |
| 02/2019 | 1.15% | 4.04% | 27,303.9 | - | - | - | 0.6% | 10,400.4% | 11,384.6% |
| 01/2019 | 2.86% | 2.86% | 27,059.1 | - | - | - | 0.6% | 10,178.9% | 11,130.6% |
| 12/2018 | -2.81% | 0.22% | 26,319.4 | - | - | - | 1.97% | 10,120.5% | 11,251.4% |
| 11/2018 | 0.51% | 3.12% | 27,132.3 | - | - | - | 1.97% | 10,647.6% | 11,521.1% |
| 10/2018 | -1.99% | 2.6% | 27,576.2 | - | - | - | 1.97% | 10,807.5% | 11,541.1% |
| 09/2018 | 0.48% | 4.68% | 28,093.3 | - | - | - | 1.97% | 11,213.6% | 11,480.3% |
| 08/2018 | 1.22% | 4.18% | 27,951.9 | - | - | - | 1.97% | 11,027.2% | 11,281.9% |
| 07/2018 | 1.31% | 2.92% | 27,606.6 | - | - | - | 1.97% | 10,785.7% | 11,253.7% |
| 06/2018 | 0.23% | 1.59% | 27,212.2 | - | - | - | 1.97% | 10,428.7% | 11,050.3% |
| 05/2018 | 0.12% | 1.36% | 27,158.4 | - | - | - | 1.97% | 10,333.7% | 10,575.8% |
| 04/2018 | 1.07% | 1.24% | 27,105.9 | - | - | - | 1.97% | 10,420.4% | 10,693.3% |
| 03/2018 | -0.18% | 0.17% | 26,807.8 | - | - | - | 1.97% | 10,298.8% | 10,461.7% |
| 02/2018 | -0.97% | 0.35% | 26,848.9 | - | - | - | 1.97% | 10,481.1% | 10,387.2% |
| 01/2018 | 1.33% | 1.33% | 27,425.1 | - | - | - | 1.97% | 10,527.1% | 10,275.8% |
| 12/2017 | 1.27% | 9.48% | 27,041.1 | - | - | - | 1.45% | 10,211% | 9,979.9% |
| 11/2017 | 0.93% | 8.1% | 26,707.4 | - | - | - | 1.45% | 9,981.3% | 9,738.8% |
| 10/2017 | 0.82% | 7.11% | 26,542.2 | - | - | - | 1.45% | 9,690.7% | 9,604% |
| 09/2017 | 0.74% | 6.24% | 26,313.9 | - | - | - | 1.45% | 9,541.9% | 9,457.9% |
| 08/2017 | 0.24% | 5.46% | 26,100.9 | - | - | - | 1.45% | 9,339.3% | 9,249.2% |
| 07/2017 | 1.36% | 5.2% | 26,029.8 | - | - | - | 1.45% | 9,404.6% | 9,188.8% |
| 06/2017 | -0.32% | 3.79% | 25,650.2 | - | - | - | 1.45% | 9,077.8% | 8,596.5% |
| 05/2017 | 1.09% | 4.12% | 25,695.6 | - | - | - | 1.45% | 9,072.4% | 8,633.8% |
| 04/2017 | 1.12% | 3% | 25,404.3 | - | - | - | 1.45% | 9,009.7% | 8,644.1% |
| 03/2017 | 0.56% | 1.86% | 25,088.2 | - | - | - | 1.45% | 8,864.2% | 8,486.4% |
| 02/2017 | 0.64% | 1.29% | 24,929.7 | - | - | - | 1.45% | 8,749.5% | 8,418% |
| 01/2017 | 0.65% | 0.65% | 24,893 | - | - | - | 1.45% | 8,641.3% | 8,377% |
| 12/2016 | 1.29% | 6.14% | 24,732.6 | - | - | - | 1.28% | 8,718.6% | 8,544.7% |
| 11/2016 | 0.38% | 4.79% | 24,385.9 | - | - | - | 1.28% | 8,493.6% | 8,175.2% |
| 10/2016 | 0.34% | 4.39% | 24,241.8 | - | - | - | 1.28% | 8,418.3% | 8,263.5% |
| 09/2016 | -0.49% | 4.04% | 24,159.4 | - | - | - | 1.28% | 8,386.7% | 8,118.7% |
| 08/2016 | 0.67% | 4.55% | 24,256.2 | - | - | - | 1.28% | 8,461.8% | 8,008.6% |
| 07/2016 | 2.39% | 3.85% | 24,016.5 | - | - | - | 1.28% | 8,387.8% | 8,013.3% |
| 06/2016 | -0.48% | 1.43% | 23,430.2 | - | - | - | 1.28% | 8,155.3% | 7,898.2% |
| 05/2016 | 0.91% | 1.92% | 23,515.7 | - | - | - | 1.28% | 8,375.1% | 8,010.6% |
| 04/2016 | 0.9% | 1% | 23,279.5 | - | - | - | 1.28% | 8,279.3% | 7,915.4% |
| 03/2016 | 1.94% | 0.1% | 23,072.5 | - | - | - | 1.28% | 8,264.7% | 7,819.4% |
| 02/2016 | -0.28% | -1.81% | 22,637.1 | - | - | - | 1.28% | 8,203.4% | 7,946.1% |
| 01/2016 | -1.53% | -1.53% | 22,644.4 | - | - | - | 1.28% | 8,386.1% | 8,162% |
| 12/2015 | -0.57% | 4.54% | 23,126.7 | - | - | - | 1.26% | 8,507.8% | 7,143.4% |
| 11/2015 | -0.05% | 5.14% | 23,234.7 | - | - | - | 1.26% | 8,462.7% | 7,019.5% |
| 10/2015 | 2.64% | 5.2% | 23,213 | - | - | - | 1.26% | 8,624.6% | 7,188.8% |
| 09/2015 | -1.94% | 2.49% | 22,550.3 | - | - | - | 1.26% | 8,723.4% | 7,238.5% |
| 08/2015 | -1.46% | 4.52% | 22,967.3 | - | - | - | 1.26% | 8,816.6% | 7,228.2% |
| 07/2015 | 1.77% | 6.07% | 23,292.3 | - | - | - | 1.26% | 8,927.2% | 6,914.9% |
| 06/2015 | -1.94% | 4.22% | 22,866.1 | - | - | - | 1.26% | 8,797.4% | 6,934.1% |
| 05/2015 | 0.5% | 6.28% | 23,287.8 | - | - | - | 1.26% | 9,119.3% | 7,018.4% |
| 04/2015 | 0.99% | 5.75% | 23,148.1 | - | - | - | 1.26% | 9,034.8% | 6,987% |
| 03/2015 | 0.83% | 4.72% | 22,942.6 | - | - | - | 1.26% | 9,032.7% | 7,124% |
| 02/2015 | 3.36% | 3.86% | 22,776.6 | - | - | - | 1.26% | 8,883% | 7,214.4% |
| 01/2015 | 0.48% | 0.48% | 22,035.3 | - | - | - | 1.26% | 8,239.4% | 6,888.1% |
| 12/2014 | -1.54% | 5.1% | 22,203.8 | - | - | - | 1.84% | 8,257.3% | 6,879.7% |
| 11/2014 | 0.9% | 6.75% | 22,551.1 | - | - | - | 1.84% | 8,451.1% | 6,661.2% |
| 10/2014 | 0.04% | 5.8% | 22,349.6 | - | - | - | 1.84% | 8,323.1% | 6,497.6% |
| 09/2014 | 0.35% | 5.75% | 22,339.9 | - | - | - | 1.84% | 7,999.3% | 5,707.3% |
| 08/2014 | 2.22% | 5.39% | 22,261.7 | - | - | - | 1.84% | 7,730.7% | 5,595.3% |
| 07/2014 | -0.55% | 3.1% | 21,778.9 | - | - | - | 1.84% | 7,442.3% | 5,230.5% |
| 06/2014 | -0.07% | 3.67% | 21,857.5 | - | - | - | 1.84% | 7,583.9% | 5,404.6% |
| 05/2014 | 0.99% | 3.74% | 21,828.3 | - | - | - | 1.84% | 7,251.5% | 5,392.7% |
| 04/2014 | 0.16% | 2.72% | 21,574.9 | - | - | - | 1.84% | 7,149.6% | 5,147.5% |
| 03/2014 | 1.24% | 2.56% | 21,494.9 | - | - | - | 1.84% | 7,321.7% | 5,131.3% |
| 02/2014 | 1.75% | 1.3% | 21,190.6 | - | - | - | 1.84% | 7,331.3% | 5,022.1% |
| 01/2014 | -0.44% | -0.44% | 20,785.4 | - | - | - | 1.84% | 7,148.6% | 4,749.1% |
| 12/2013 | 0.3% | 13.21% | 20,833.6 | - | - | - | 0.6% | 7,293.8% | 4,835.1% |
| 11/2013 | 1.62% | 12.87% | 20,728.3 | - | - | - | 0.6% | 7,277.1% | 4,849.5% |
| 10/2013 | 1.5% | 11.07% | 20,340.4 | - | - | - | 0.6% | 7,020.7% | 4,573.2% |
| 09/2013 | 2.66% | 9.43% | 20,040.4 | - | - | - | 0.6% | 7,088.5% | 4,503.3% |
| 08/2013 | -0.3% | 6.6% | 19,521.2 | - | - | - | 0.6% | 6,867.5% | 4,357.3% |
| 07/2013 | 1.93% | 6.92% | 19,535.3 | - | - | - | 0.6% | 7,030.4% | 4,508% |
| 06/2013 | -1.24% | 4.89% | 19,114.5 | - | - | - | 0.6% | 6,833.7% | 4,413.6% |
| 05/2013 | 2.11% | 6.21% | 19,353.9 | - | - | - | 0.6% | 7,220.1% | 4,358.8% |
| 04/2013 | 0.64% | 4.02% | 18,900.7 | - | - | - | 0.6% | 7,040.5% | 3,069.3% |
| 03/2013 | 0.69% | 3.35% | 18,740 | - | - | - | 0.6% | 6,756.8% | 3,642.4% |
| 02/2013 | 0.93% | 2.65% | 18,570.9 | - | - | - | 0.6% | 6,797.4% | 3,892.6% |
| 01/2013 | 1.7% | 1.7% | 18,360.9 | - | - | - | 0.6% | 6,799.4% | 3,879.1% |
| 12/2012 | 0.41% | 11.3% | 18,013.4 | - | - | - | 0.6% | 6,608.4% | 3,568.1% |
| 11/2012 | 1.01% | 10.85% | 17,890.9 | - | - | - | 0.6% | 6,685.7% | 3,396% |
| 10/2012 | 2.66% | 9.74% | 17,665 | - | - | - | 0.6% | 6,361.8% | 3,441.7% |
| 09/2012 | 2.76% | 6.9% | 17,163 | - | - | - | 0.6% | 6,335.5% | 3,647.7% |
| 08/2012 | 0.61% | 4.02% | 16,656.8 | - | - | - | 0.6% | 6,173.4% | 3,637.2% |
| 07/2012 | 1.61% | 3.39% | 16,509.3 | - | - | - | 0.6% | 5,988.7% | 3,617% |
| 06/2012 | -0.57% | 1.76% | 16,248.3 | - | - | - | 0.6% | 5,872.1% | 3,629.8% |
| 05/2012 | -3.56% | 2.34% | 16,285 | - | - | - | 0.6% | 5,932.5% | 3,530.7% |
| 04/2012 | 0.92% | 6.12% | 16,849.6 | - | - | - | 0.6% | 6,231.2% | 3,643% |
| 03/2012 | 1.58% | 5.15% | 16,655.4 | - | - | - | 0.6% | 6,190.5% | 3,685% |
| 02/2012 | 0.43% | 3.51% | 16,395.7 | - | - | - | 0.6% | 6,216.5% | 3,736.7% |
| 01/2012 | 3.07% | 3.07% | 16,285.9 | - | - | - | 0.6% | 6,421.8% | 3,863.5% |
| 12/2011 | -0.01% | -6.95% | 15,762.5 | - | - | - | 0.67% | 6,055.2% | 3,608.9% |
| 11/2011 | -2.64% | -6.94% | 15,704.5 | - | - | - | 0.67% | 6,136.9% | 3,789.1% |
| 10/2011 | 4.43% | -4.42% | 16,085.9 | - | - | - | 0.67% | 6,073.4% | 3,669.7% |
| 09/2011 | -3.04% | -8.47% | 15,364.7 | - | - | - | 0.67% | 5,828% | 3,618.4% |
| 08/2011 | -4.08% | -5.6% | 15,847.1 | - | - | - | 0.67% | 5,998.2% | 3,563.6% |
| 07/2011 | 0.05% | -1.59% | 16,477.9 | - | - | - | 0.67% | 6,226% | 3,806% |
| 06/2011 | -1.54% | -1.64% | 16,469.4 | - | - | - | 0.67% | 6,041.4% | 3,498% |
| 05/2011 | -0.93% | -0.1% | 16,726.4 | - | - | - | 0.67% | 6,156.1% | 3,583.6% |
| 04/2011 | 0.02% | 0.84% | 16,845.1 | - | - | - | 0.67% | 6,097.8% | 3,490.5% |
| 03/2011 | 0.39% | 0.82% | 16,802.9 | - | - | - | 0.67% | 6,125.9% | 3,415.6% |
| 02/2011 | -0.18% | 0.43% | 16,697.3 | - | - | - | 0.67% | 6,102.3% | 3,526.9% |
| 01/2011 | 0.61% | 0.61% | 16,674.9 | - | - | - | 0.67% | 6,139.3% | 3,490.8% |
| 12/2010 | 2.19% | 12.23% | 16,542.4 | - | - | - | 0.6% | 6,217.4% | 3,308.5% |
| 11/2010 | -0.54% | 9.82% | 16,125.6 | - | - | - | 0.6% | 6,004.3% | 3,058.3% |
| 10/2010 | 2.89% | 10.42% | 16,160.8 | - | - | - | 0.6% | 5,720.5% | 2,770.5% |
| 09/2010 | 2.59% | 7.32% | 15,678.5 | - | - | - | 0.6% | 4,935.6% | 2,455.8% |
| 08/2010 | 0.57% | 4.61% | 15,222.2 | - | - | - | 0.6% | 5,306.5% | 2,922.8% |
| 07/2010 | 2.67% | 4.01% | 15,096.4 | - | - | - | 0.6% | 4,894.1% | 2,540.7% |
| 06/2010 | 0.46% | 1.31% | 14,660.6 | - | - | - | 0.6% | 5,127.6% | 2,760.5% |
| 05/2010 | -2.34% | 0.85% | 14,531.8 | - | - | - | 0.6% | 4,832.4% | 2,733.4% |
| 04/2010 | -0.99% | 3.26% | 14,840.4 | - | - | - | 0.6% | 4,675.7% | 2,968.9% |
| 03/2010 | 1.98% | 4.29% | 14,950.3 | - | - | - | 0.6% | 4,377.6% | 2,765.3% |
| 02/2010 | 1.74% | 2.27% | 14,610 | - | - | - | 0.6% | 4,264.2% | 2,656.2% |
| 01/2010 | 0.52% | 0.52% | 14,320.5 | - | - | - | 0.6% | 3,569.3% | 2,405.9% |
| 12/2009 | 0.35% | 30.74% | 14,201.1 | - | - | - | 0.6% | - | - |
| 11/2009 | 2.15% | 30.28% | 14,097 | - | - | - | 0.6% | - | - |
| 10/2009 | 2.21% | 27.54% | 13,752.2 | - | - | - | 0.6% | - | - |
| 09/2009 | 1.39% | 24.78% | 13,455.5 | - | - | - | 0.6% | - | - |
| 08/2009 | 1.35% | 23.07% | 13,272.8 | - | - | - | 0.6% | - | - |
| 07/2009 | 2.71% | 21.43% | 13,097.9 | - | - | - | 0.6% | - | - |
| 06/2009 | 2.93% | 18.23% | 12,754 | - | - | - | 0.6% | - | - |
| 05/2009 | 1.86% | 14.86% | 12,391.9 | - | - | - | 0.6% | - | - |
| 04/2009 | 3.68% | 12.77% | 12,167.7 | - | - | - | 0.6% | - | - |
| 03/2009 | 3.22% | 8.76% | 11,686.9 | - | - | - | 0.6% | - | - |
| 02/2009 | 0.93% | 5.37% | 11,280.4 | - | - | - | 0.6% | - | - |
| 01/2009 | 4.4% | 4.4% | 11,138 | - | - | - | 0.6% | - | - |
| 12/2008 | -1.68% | -26.14% | 10,625.7 | - | - | - | 1.33% | - | - |
| 11/2008 | -5.76% | -24.88% | 10,759.9 | - | - | - | 1.33% | - | - |
| 10/2008 | -8.41% | -20.28% | 11,374.2 | - | - | - | 1.33% | - | - |
| 09/2008 | -6.84% | -12.97% | 12,376.1 | - | - | - | 1.33% | - | - |
| 08/2008 | -0.16% | -6.57% | 13,241.7 | - | - | - | 1.33% | - | - |
| 07/2008 | -1.08% | -6.43% | 13,223.8 | - | - | - | 1.33% | - | - |
| 06/2008 | -0.78% | -5.4% | 13,325.7 | - | - | - | 1.33% | - | - |
| 05/2008 | 0.4% | -4.66% | 13,385.9 | - | - | - | 1.33% | - | - |
| 04/2008 | 1.64% | -5.04% | 13,289.1 | - | - | - | 1.33% | - | - |
| 03/2008 | -3.85% | -6.57% | 13,030.5 | - | - | - | 1.33% | - | - |
| 02/2008 | 1.26% | -2.83% | 13,548.4 | - | - | - | 1.33% | - | - |
| 01/2008 | -4.04% | -4.04% | 13,338.6 | - | - | - | 1.33% | - | - |
| 12/2007 | -0.08% | 8% | 13,286.6 | - | - | - | 2.09% | - | - |
| 11/2007 | -2.23% | 8.09% | 13,199.8 | - | - | - | 2.09% | - | - |
| 10/2007 | 2.41% | 10.55% | 13,501.4 | - | - | - | 2.09% | - | - |
| 09/2007 | 1.11% | 7.95% | 13,184.6 | - | - | - | 2.09% | - | - |
| 08/2007 | -3.01% | 6.77% | 12,556.6 | - | - | - | 2.09% | - | - |
| 07/2007 | 0.09% | 10.08% | 12,885.5 | - | - | - | 2.09% | - | - |
| 06/2007 | 1.77% | 9.98% | 12,812.1 | - | - | - | 2.09% | - | - |
| 05/2007 | 2.34% | 8.07% | 12,580.4 | - | - | - | 2.09% | - | - |
| 04/2007 | 2.45% | 5.6% | 12,292.9 | - | - | - | 2.09% | - | - |
| 03/2007 | 0.24% | 3.07% | 12,000.3 | - | - | - | 2.09% | - | - |
| 02/2007 | 0.85% | 2.83% | 12,057.8 | - | - | - | 2.09% | - | - |
| 01/2007 | 1.96% | 1.96% | 11,892.3 | - | - | - | 2.09% | - | - |
| 12/2006 | 0.74% | 9.62% | 11,600.6 | - | - | - | 2.34% | - | - |
| 11/2006 | 1.57% | 8.81% | 11,627.3 | - | - | - | 2.34% | - | - |
| 10/2006 | 2.38% | 7.13% | 11,382 | - | - | - | 2.34% | - | - |
| 09/2006 | 0.49% | 4.64% | 11,053.7 | - | - | - | 2.34% | - | - |
| 08/2006 | 0.61% | 4.13% | 11,033.4 | - | - | - | 2.34% | - | - |
| 07/2006 | 0.87% | 3.5% | 11,623.8 | - | - | - | 2.34% | - | - |
| 06/2006 | -2.17% | 2.61% | 11,454.1 | - | - | - | 2.34% | - | - |
| 05/2006 | 0.04% | 4.88% | 11,708.2 | - | - | - | 2.34% | - | - |
| 04/2006 | 1.86% | 4.84% | 11,633.5 | - | - | - | 2.34% | - | - |
| 03/2006 | 0.98% | 2.93% | 6,255.8 | - | - | - | 2.34% | - | - |
| 02/2006 | -0.13% | 1.93% | 6,015.8 | - | - | - | 2.34% | - | - |
| 01/2006 | 2.06% | 2.06% | 6,015.8 | - | - | - | 2.34% | - | - |
| 12/2005 | 0.81% | 14.13% | 6,015.8 | - | - | - | 1.88% | - | - |
| 11/2005 | 0.34% | 13.21% | 5,844.1 | - | - | - | 1.88% | - | - |
| 10/2005 | 0.27% | 12.83% | 5,844.1 | - | - | - | 1.88% | - | - |
| 09/2005 | 1.83% | 12.53% | 5,844.1 | - | - | - | 1.88% | - | - |
| 08/2005 | 1.85% | 10.51% | 4,138.5 | - | - | - | 1.88% | - | - |
| 07/2005 | 2.97% | 8.5% | 4,138.5 | - | - | - | 1.88% | - | - |
| 06/2005 | -0.37% | 5.37% | 4,138.5 | - | - | - | 1.88% | - | - |
| 05/2005 | 1.14% | 5.76% | 3,995.6 | - | - | - | 1.88% | - | - |
| 04/2005 | 1.77% | 4.57% | 3,995.6 | - | - | - | 1.88% | - | - |
| 03/2005 | 0.04% | 2.75% | 3,995.6 | - | - | - | 1.88% | - | - |
| 02/2005 | 1.23% | 2.71% | 3,864.1 | - | - | - | 1.88% | - | - |
| 01/2005 | 1.46% | 1.46% | 3,864.1 | - | - | - | 1.88% | - | - |
| 12/2004 | 2.05% | 9.58% | 3,864.1 | - | - | - | 2.67% | - | - |
| 11/2004 | 1.61% | 7.38% | 3,682.6 | - | - | - | 2.67% | - | - |
| 10/2004 | 0.34% | 5.68% | 3,682.6 | - | - | - | 2.67% | - | - |
| 09/2004 | 0.8% | 5.32% | 3,682.6 | - | - | - | 2.67% | - | - |
| 08/2004 | 0.15% | 4.48% | 3,596.8 | - | - | - | 2.67% | - | - |
| 07/2004 | -0.56% | 4.33% | 3,596.8 | - | - | - | 2.67% | - | - |
| 06/2004 | 1.2% | 4.91% | 3,596.8 | - | - | - | 2.67% | - | - |
| 05/2004 | 0.72% | 3.67% | 3,453.4 | - | - | - | 2.67% | - | - |
| 04/2004 | 0.38% | 2.93% | 3,453.4 | - | - | - | 2.67% | - | - |
| 03/2004 | 1.11% | 2.54% | 3,453.4 | - | - | - | 2.67% | - | - |
| 02/2004 | 0.4% | 1.41% | 3,317.9 | - | - | - | 2.67% | - | - |
| 01/2004 | 1.01% | 1.01% | 3,317.9 | - | - | - | 2.67% | - | - |
| 12/2003 | 1.38% | 18.03% | 3,317.9 | - | - | - | 0.56% | - | - |
| 11/2003 | 1.66% | 16.42% | 3,122.7 | - | - | - | 0.56% | - | - |
| 10/2003 | 2.04% | 14.52% | 3,122.7 | - | - | - | 0.56% | - | - |
| 09/2003 | 1.77% | 12.23% | 3,122.7 | - | - | - | 0.56% | - | - |
| 08/2003 | 0.16% | 10.28% | 3,036.4 | - | - | - | 0.56% | - | - |
| 07/2003 | -0.63% | 10.1% | 3,036.4 | - | - | - | 0.56% | - | - |
| 06/2003 | 1.91% | 10.8% | 3,036.4 | - | - | - | 0.56% | - | - |
| 05/2003 | 2.41% | 8.72% | 2,785.9 | - | - | - | 0.56% | - | - |
| 04/2003 | 3.01% | 6.16% | 2,785.9 | - | - | - | 0.56% | - | - |
| 03/2003 | 1.97% | 3.06% | 2,785.9 | - | - | - | 0.56% | - | - |
| 02/2003 | 1.05% | 1.07% | 2,640.2 | - | - | - | 0.56% | - | - |
| 01/2003 | 0.02% | 0.02% | 2,640.2 | - | - | - | 0.56% | - | - |
| 12/2002 | -0.91% | -1.23% | 2,640.2 | - | - | - | - | - | - |
| 11/2002 | 3.67% | -0.32% | 2,525.8 | - | - | - | - | - | - |
| 10/2002 | -0.43% | -3.85% | 2,525.8 | - | - | - | - | - | - |
| 09/2002 | -3.14% | -3.43% | 2,525.8 | - | - | - | - | - | - |
| 08/2002 | 0.38% | -0.3% | 2,498.5 | - | - | - | - | - | - |
| 07/2002 | 1.32% | -0.68% | 2,498.5 | - | - | - | - | - | - |
| 06/2002 | -1.51% | -1.97% | 2,498.5 | - | - | - | - | - | - |
| 05/2002 | 1.33% | -0.47% | 2,463.6 | - | - | - | - | - | - |
| 04/2002 | -0.84% | -1.78% | 2,463.6 | - | - | - | - | - | - |
| 03/2002 | -1.45% | -0.94% | 2,463.6 | - | - | - | - | - | - |
| 02/2002 | -0.59% | 0.51% | 2,398.8 | - | - | - | - | - | - |
| 01/2002 | 1.11% | 1.11% | 2,398.8 | - | - | - | - | - | - |
| 12/2001 | 3.59% | 8.49% | 2,398.8 | - | - | - | - | - | - |
| 11/2001 | 1.69% | 4.73% | 2,222 | - | - | - | - | - | - |
| 10/2001 | 0.81% | 2.99% | 2,222 | - | - | - | - | - | - |
| 09/2001 | -1.43% | 2.16% | 2,222 | - | - | - | - | - | - |
| 08/2001 | -0.19% | 3.64% | 2,144.4 | - | - | - | - | - | - |
| 07/2001 | 1.17% | 3.84% | 2,144.4 | - | - | - | - | - | - |
| 06/2001 | 0.98% | 2.64% | 2,144.4 | - | - | - | - | - | - |
| 05/2001 | 0.7% | 1.64% | 1,993.4 | - | - | - | - | - | - |
| 04/2001 | 2.57% | 0.93% | 1,993.4 | - | - | - | - | - | - |
| 03/2001 | -1.77% | -1.59% | 1,993.4 | - | - | - | - | - | - |
| 02/2001 | 0.41% | 0.18% | 1,946.5 | - | - | - | - | - | - |
| 01/2001 | -0.23% | -0.23% | 1,946.5 | - | - | - | - | - | - |
| 12/2000 | 0.56% | 4.42% | 1,946.5 | - | - | - | - | - | - |
| 11/2000 | 0.09% | 3.84% | 1,890.6 | - | - | - | - | - | - |
| 10/2000 | -2.42% | 3.74% | 1,890.6 | - | - | - | - | - | - |
| 09/2000 | 0.17% | 6.32% | 1,890.6 | - | - | - | - | - | - |
| 08/2000 | 1.43% | 6.14% | 1,795.4 | - | - | - | - | - | - |
| 07/2000 | -0.84% | 4.64% | 1,795.4 | - | - | - | - | - | - |
| 06/2000 | -0.08% | 5.53% | 1,795.4 | - | - | - | - | - | - |
| 05/2000 | 1.64% | 5.61% | 1,684.9 | - | - | - | - | - | - |
| 04/2000 | -0.51% | 3.91% | 1,684.9 | - | - | - | - | - | - |
| 03/2000 | -0.5% | 4.44% | 1,684.9 | - | - | - | - | - | - |
| 02/2000 | 4.07% | 4.97% | 1,022.7 | - | - | - | - | - | - |
| 01/2000 | 0.86% | 0.86% | 1,022.7 | - | - | - | - | - | - |
| 12/1999 | 1.64% | - | 1,022.7 | - | - | - | - | - | - |
| 11/1999 | 1.61% | - | 941.5 | - | - | - | - | - | - |
| 10/1999 | 1% | - | 941.5 | - | - | - | - | - | - |
| 09/1999 | 1.11% | - | 941.5 | - | - | - | - | - | - |
| 08/1999 | 0.32% | - | 874.7 | - | - | - | - | - | - |
| 07/1999 | 0.88% | - | 874.7 | - | - | - | - | - | - |
| 06/1999 | 1.01% | - | 874.7 | - | - | - | - | - | - |
| 05/1999 | 1.26% | - | 803.3 | - | - | - | - | - | - |
| 04/1999 | 1.66% | - | 803.3 | - | - | - | - | - | - |
| 03/1999 | 1.26% | - | 803.3 | - | - | - | - | - | - |
| 02/1999 | 0.3% | - | - | - | - | - | - | - | - |
| 01/1999 | -0.19% | - | - | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של הפניקס -קרן י'?
ב-07/2026: 0.27% לחודש, 5.48% מתחילת השנה, 41.32% ל-3 שנים ו-52.56% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בהפניקס -קרן י'?
2.72% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם הפניקס -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.