חודשים בטווח
124
קו הבריאות קופת גמל לתגמולים ולפיצויים (לא משלמת) לבני 50 ומטה
נתונים היסטוריים מלאים עבור קו הבריאות קופת גמל לתגמולים ולפיצויים (לא משלמת) לבני 50 ומטה, 124 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7209 | שם קרן: קו הבריאות קופת גמל לתגמולים ולפיצויים (לא משלמת) לבני 50 ומטה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: הסתדרות האחים והאחיות בישראל | חברה מנהלת: קו הבריאות חברה לניהול קופות גמל בע"מ | אוכלוסיית יעד: עובדי סקטור מסויים | התמחות: מדרגות | תת התמחות: עד 50.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על קו הבריאות קופת גמל לתגמולים ולפיצויים (לא משלמת) לבני 50 ומטה ישירות למייל.
תשואה חודשית אחרונה
+1.84%
תשואה מצטברת מההתחלה
+99.82%
| חודש | תשואה חודשית | תשואה מצטברת | דמי ניהול שנתיים | אלפא | שארפ | סטיית תקן | הפקדות נטו (מ׳ ש״ח) |
סך הנכסים (מ׳ ש״ח) |
חשיפה למניות | חשיפה לחו״ל | חשיפה למט״ח |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05 | +1.84% | +99.82% | 0.34% | -1.20% | 0.99 | 7.45% | +0.88 | 27.74 | 58.47% | 36.52% | 17.63% |
| 2026-04 | +4.78% | +96.21% | 0.34% | -1.68% | 0.94 | 7.43% | +0.15 | 26.37 | 57.98% | 32.99% | 17.33% |
| 2026-03 | -2.93% | +87.26% | 0.34% | -1.92% | 0.80 | 7.22% | +0.10 | 25.03 | 57.37% | 33.36% | 15.78% |
| 2026-02 | +0.77% | +92.91% | 0.34% | -1.80% | 1.06 | 7.05% | +0.00 | 25.69 | 56.91% | 32.50% | 16.31% |
| 2026-01 | +2.90% | +91.44% | 0.34% | -1.56% | 1.05 | 7.05% | +0.49 | 25.50 | 56.47% | 32.12% | 16.59% |
| 2025-12 | +1.27% | +86.04% | 0.34% | -1.56% | 0.97 | 7.00% | +0.01 | 24.31 | 57.38% | 34.18% | 17.77% |
| 2025-11 | +0.77% | +83.71% | 0.34% | -1.44% | 0.97 | 7.04% | +0.02 | 24.00 | 57.67% | 34.87% | 18.42% |
| 2025-10 | +1.49% | +82.30% | 0.34% | -1.32% | 1.01 | 7.30% | +0.04 | 23.81 | 57.08% | 34.90% | 18.31% |
| 2025-09 | +2.60% | +79.63% | 0.34% | -1.44% | 0.97 | 7.29% | +0.34 | 23.41 | 56.94% | 35.97% | 18.07% |
| 2025-08 | +0.87% | +75.08% | 0.34% | -1.56% | 0.83 | 7.37% | -0.21 | 22.49 | 56.91% | 35.88% | 19.03% |
| 2025-07 | +1.56% | +73.57% | 0.34% | -1.32% | 0.86 | 7.53% | +0.10 | 22.51 | 57.53% | 36.21% | 18.61% |
| 2025-06 | +4.39% | +70.90% | 0.34% | -1.44% | 0.85 | 7.58% | +0.14 | 22.07 | 57.54% | 36.57% | 20.07% |
| 2025-05 | +2.97% | +63.71% | 0.34% | -0.60% | 0.69 | 7.41% | -0.14 | 21.01 | 56.16% | 38.70% | 20.66% |
| 2025-04 | +0.75% | +58.99% | 0.34% | -0.60% | 0.59 | 7.34% | +0.07 | 20.55 | 56.16% | 38.15% | 19.56% |
| 2025-03 | -1.86% | +57.81% | 0.34% | -0.48% | 0.65 | 7.74% | +0.06 | 20.33 | 56.71% | 40.29% | 20.41% |
| 2025-02 | -0.52% | +60.80% | 0.34% | -0.36% | 0.56 | 9.10% | +0.11 | 20.67 | 56.41% | 39.04% | 20.17% |
| 2025-01 | +1.65% | +61.64% | 0.34% | -0.12% | 0.56 | 9.26% | -0.16 | 20.67 | 58.15% | 43.88% | 21.53% |
| 2024-12 | +0.45% | +59.01% | 0.34% | -0.24% | 0.52 | 9.24% | -0.56 | 20.50 | 56.68% | 43.41% | 21.41% |
| 2024-11 | +2.39% | +58.30% | 0.34% | +0.12% | 0.53 | 9.24% | +0.04 | 20.96 | 54.58% | 43.80% | 26.00% |
| 2024-10 | +0.25% | +54.61% | 0.34% | +0.00% | 0.46 | 9.20% | +0.44 | 20.44 | 54.16% | 43.49% | 24.02% |
| 2024-09 | +2.11% | +54.22% | 0.34% | +0.00% | 0.49 | 9.21% | +0.13 | 19.95 | 55.24% | 45.56% | 26.87% |
| 2024-08 | +0.69% | +51.04% | 0.34% | — | 0.43 | 9.19% | -0.44 | 19.41 | 54.66% | 44.82% | 26.02% |
| 2024-07 | +0.68% | +50.00% | 0.34% | +0.12% | 0.42 | 9.21% | -0.19 | 19.72 | 54.46% | 45.54% | 25.96% |
| 2024-06 | +1.57% | +48.99% | 0.34% | +0.24% | 0.42 | 9.21% | +0.11 | 19.78 | 55.51% | 45.30% | 28.16% |
| 2024-05 | +1.69% | +46.68% | 0.34% | -0.12% | 0.40 | 9.22% | -0.67 | 19.37 | 56.12% | 43.62% | 28.03% |
| 2024-04 | -1.60% | +44.25% | 0.34% | -0.36% | 0.33 | 9.24% | -0.09 | 19.71 | 51.14% | 39.37% | 25.72% |
| 2024-03 | +2.37% | +46.59% | 0.34% | -0.36% | 0.44 | 9.23% | +0.20 | 20.13 | 54.10% | 42.08% | 26.33% |
| 2024-02 | +2.49% | +43.20% | 0.34% | -0.36% | 0.38 | 9.19% | +0.14 | 19.47 | 53.42% | 41.19% | 25.58% |
| 2024-01 | +0.48% | +39.72% | 0.34% | -0.24% | 0.32 | 9.15% | -0.36 | 18.86 | 52.65% | 41.30% | 25.03% |
| 2023-12 | +2.64% | +39.05% | 0.33% | -0.48% | 0.35 | 9.24% | -0.07 | 19.14 | 51.99% | 40.54% | 24.35% |
| 2023-11 | +3.83% | +35.47% | 0.33% | -0.36% | 0.22 | 9.38% | +0.00 | 18.72 | 51.50% | 40.54% | 23.82% |
| 2023-10 | -2.55% | +30.48% | 0.33% | -0.36% | 0.10 | 9.24% | +0.40 | 18.02 | 51.83% | 41.95% | 23.14% |
| 2023-09 | -1.45% | +33.89% | 0.33% | -0.96% | 0.19 | 9.24% | +0.54 | 18.10 | 56.19% | 42.54% | 23.09% |
| 2023-08 | -0.29% | +35.86% | 0.33% | -0.96% | 0.26 | 9.21% | -0.16 | 17.84 | 57.40% | 43.22% | 25.17% |
| 2023-07 | +3.22% | +36.26% | 0.33% | -0.96% | 0.31 | 9.23% | +0.11 | 18.05 | 57.95% | 42.44% | 25.21% |
| 2023-06 | +2.24% | +32.01% | 0.33% | -1.08% | 0.23 | 9.15% | -0.04 | 17.38 | 56.56% | 41.48% | 24.17% |
| 2023-05 | +0.95% | +29.11% | 0.33% | -1.32% | 0.15 | 9.11% | -0.07 | 17.04 | 55.40% | 40.73% | 20.01% |
| 2023-04 | +1.97% | +27.90% | 0.33% | -1.44% | 0.14 | 9.11% | +0.10 | 16.95 | 55.04% | 42.24% | 19.65% |
| 2023-03 | +0.87% | +25.43% | 0.33% | -1.68% | 0.09 | 9.08% | -0.15 | 16.54 | 54.84% | 41.66% | 18.98% |
| 2023-02 | -2.84% | +24.35% | 0.33% | -1.56% | 0.06 | 9.09% | -0.06 | 16.55 | 52.99% | 39.76% | 18.79% |
| 2023-01 | +2.44% | +27.98% | 0.33% | -1.44% | 0.16 | 9.02% | -0.24 | 17.10 | 51.81% | 36.32% | 18.36% |
| 2022-12 | -2.76% | +24.93% | 0.30% | -1.56% | 0.10 | 8.98% | +0.05 | 16.94 | 52.36% | 34.30% | 16.77% |
| 2022-11 | +0.92% | +28.48% | 0.30% | -1.32% | 0.23 | 8.88% | -0.18 | 17.37 | 53.89% | 34.31% | 17.62% |
| 2022-10 | +1.86% | +27.31% | 0.30% | -1.68% | 0.21 | 8.88% | +0.38 | 17.39 | 52.96% | 30.65% | 15.81% |
| 2022-09 | -4.97% | +24.98% | 0.30% | -1.56% | 0.16 | 8.86% | +0.47 | 16.70 | 54.07% | 33.83% | 15.03% |
| 2022-08 | -1.51% | +31.52% | 0.30% | -1.44% | 0.38 | 8.53% | +0.04 | 17.10 | 57.66% | 35.44% | 16.84% |
| 2022-07 | +3.72% | +33.54% | 0.30% | -1.44% | 0.46 | 8.49% | +0.00 | 17.33 | 58.17% | 36.64% | 18.47% |
| 2022-06 | -2.94% | +28.75% | 0.30% | -1.56% | 0.34 | 8.37% | -0.11 | 16.71 | 58.77% | 37.76% | 17.06% |
| 2022-05 | -4.47% | +32.65% | 0.30% | -1.20% | 0.46 | 8.25% | +0.15 | 17.32 | 59.41% | 38.22% | 16.74% |
| 2022-04 | -1.84% | +38.85% | 0.30% | -0.96% | 0.70 | 7.96% | -0.30 | 17.99 | 64.26% | 38.74% | 17.18% |
| 2022-03 | +0.30% | +41.46% | 0.30% | -0.84% | 0.81 | 7.89% | +0.00 | 18.64 | 62.98% | 37.55% | 18.45% |
| 2022-02 | -1.42% | +41.03% | 0.30% | -0.84% | 0.81 | 7.89% | -0.09 | 18.57 | 61.93% | 36.67% | 17.07% |
| 2022-01 | -2.29% | +43.06% | 0.30% | -0.36% | 0.89 | 7.84% | +0.09 | 18.96 | 62.55% | 36.71% | 16.51% |
| 2021-12 | +2.11% | +46.42% | 0.28% | +0.00% | 1.02 | 7.74% | +0.47 | 19.32 | 62.78% | 38.35% | 16.82% |
| 2021-11 | -0.16% | +43.39% | 0.28% | +0.00% | 0.96 | 7.71% | +0.04 | 18.48 | 62.12% | 39.07% | 25.22% |
| 2021-10 | +2.75% | +43.62% | 0.28% | +0.24% | 0.99 | 7.71% | +0.28 | 18.47 | 63.02% | 39.42% | 26.20% |
| 2021-09 | -0.63% | +39.78% | 0.28% | +0.12% | 0.89 | 7.65% | +0.61 | 17.71 | 58.89% | 37.49% | 24.22% |
| 2021-08 | +1.58% | +40.66% | 0.28% | +0.48% | 0.92 | 7.65% | +0.12 | 17.21 | 61.24% | 39.51% | 25.97% |
| 2021-07 | -0.31% | +38.48% | 0.28% | +0.60% | 0.86 | 7.64% | -0.57 | 16.83 | 61.62% | 40.11% | 24.48% |
| 2021-06 | +0.77% | +38.91% | 0.28% | +0.60% | 0.91 | 7.67% | -0.03 | 17.45 | 61.26% | 40.23% | 24.87% |
| 2021-05 | +0.98% | +37.84% | 0.28% | +0.60% | 0.89 | 7.67% | -0.18 | 17.35 | 60.46% | 39.48% | 25.76% |
| 2021-04 | +2.13% | +36.51% | 0.28% | +0.72% | 0.86 | 7.67% | -0.02 | 17.36 | 59.10% | 39.34% | 35.89% |
| 2021-03 | +1.62% | +33.66% | 0.28% | +0.48% | 0.80 | 7.64% | -0.06 | 17.02 | 58.75% | 39.25% | 35.61% |
| 2021-02 | +0.68% | +31.53% | 0.28% | +0.60% | 0.74 | 7.62% | +0.04 | 16.82 | 57.19% | 38.82% | 35.85% |
| 2021-01 | +1.63% | +30.64% | 0.28% | +0.36% | 0.72 | 7.63% | -0.15 | 16.67 | 56.63% | 38.15% | 35.09% |
| 2020-12 | +2.48% | +28.55% | 0.26% | — | — | — | -0.16 | 16.56 | 55.50% | 37.68% | 33.57% |
| 2020-11 | +4.96% | +25.44% | 0.26% | — | — | — | -0.02 | 16.32 | 52.45% | 36.34% | 21.94% |
| 2020-10 | +0.36% | +19.51% | 0.26% | — | — | — | +0.53 | 15.57 | 50.42% | 35.39% | 31.86% |
| 2020-09 | -2.36% | +19.08% | 0.26% | — | — | — | +0.96 | 15.00 | 51.80% | 36.93% | 33.40% |
| 2020-08 | +4.11% | +21.96% | 0.26% | — | — | — | -0.01 | 14.40 | 51.60% | 34.65% | 32.50% |
| 2020-07 | +2.80% | +17.14% | 0.26% | — | — | — | +0.18 | 13.84 | 50.65% | 33.96% | 31.43% |
| 2020-06 | -0.59% | +13.95% | 0.26% | — | — | — | +0.04 | 13.29 | 50.04% | 33.41% | 31.23% |
| 2020-05 | +1.20% | +14.63% | 0.26% | — | — | — | +0.18 | 13.33 | 48.84% | 30.83% | 28.28% |
| 2020-04 | +6.09% | +13.27% | 0.26% | — | — | — | +0.07 | 12.99 | 49.19% | 29.79% | 27.25% |
| 2020-03 | -10.27% | +6.77% | 0.26% | — | — | — | +0.08 | 12.18 | 45.48% | 27.34% | 24.30% |
| 2020-02 | -3.43% | +18.99% | 0.26% | — | — | — | -0.16 | 13.48 | 46.36% | 27.52% | 24.93% |
| 2020-01 | +0.47% | +23.21% | 0.26% | — | — | — | -0.05 | 14.13 | 48.34% | 29.37% | 26.82% |
| 2019-12 | +0.81% | +22.64% | 0.24% | — | — | — | -0.39 | 14.12 | 47.95% | 29.11% | 26.49% |
| 2019-11 | +1.01% | +21.65% | 0.24% | — | — | — | +0.49 | 14.41 | 45.87% | 27.90% | 25.05% |
| 2019-10 | +1.34% | +20.43% | 0.24% | — | — | — | +0.62 | 13.78 | 45.21% | 27.21% | 25.40% |
| 2019-09 | +1.46% | +18.84% | 0.24% | — | — | — | +0.49 | 12.99 | 44.19% | 25.40% | 24.40% |
| 2019-08 | -0.80% | +17.13% | 0.24% | — | — | — | +0.06 | 12.32 | 43.34% | 25.24% | 23.86% |
| 2019-07 | +0.55% | +18.08% | 0.24% | — | — | — | +0.19 | 12.37 | 44.46% | 25.95% | 24.33% |
| 2019-06 | +1.97% | +17.43% | 0.24% | — | — | — | +0.09 | 12.12 | 44.80% | 26.07% | 24.34% |
| 2019-05 | -1.52% | +15.16% | 0.24% | — | — | — | +0.10 | 11.80 | 44.41% | 25.17% | 23.47% |
| 2019-04 | +2.02% | +16.94% | 0.24% | — | — | — | +0.61 | 11.89 | 46.09% | 25.99% | 25.23% |
| 2019-03 | +0.73% | +14.62% | 0.24% | — | — | — | -0.08 | 11.06 | 47.83% | 27.67% | 26.22% |
| 2019-02 | +1.52% | +13.79% | 0.24% | — | — | — | -0.09 | 11.07 | 47.97% | 26.92% | 18.52% |
| 2019-01 | +3.27% | +12.09% | 0.24% | — | — | — | -0.08 | 10.99 | 47.22% | 26.39% | 27.02% |
| 2018-12 | -3.78% | +8.54% | 0.24% | — | — | — | +0.95 | 10.71 | 46.13% | 26.80% | 16.99% |
| 2018-11 | +0.45% | +12.80% | 0.24% | — | — | — | +0.08 | 10.15 | 46.50% | 27.29% | 18.23% |
| 2018-10 | -2.53% | +12.30% | 0.24% | — | — | — | +0.87 | 10.02 | 46.21% | 27.54% | 18.66% |
| 2018-09 | +0.03% | +15.21% | 0.24% | — | — | — | +0.41 | 9.40 | 47.45% | 27.55% | 18.51% |
| 2018-08 | +1.80% | +15.18% | 0.24% | — | — | — | +0.12 | 8.98 | 46.88% | 26.73% | 18.71% |
| 2018-07 | +1.46% | +13.14% | 0.24% | — | — | — | +0.13 | 8.71 | 46.61% | 26.98% | 19.17% |
| 2018-06 | -0.19% | +11.51% | 0.24% | — | — | — | -0.14 | 8.45 | 46.51% | 26.98% | 18.70% |
| 2018-05 | +0.52% | +11.73% | 0.24% | — | — | — | +0.13 | 8.61 | 45.41% | 26.13% | 18.23% |
| 2018-04 | +0.82% | +11.15% | 0.24% | — | — | — | +0.00 | 8.44 | 45.85% | 26.90% | 18.25% |
| 2018-03 | -0.81% | +10.25% | 0.24% | — | — | — | +0.13 | 8.37 | 45.28% | 26.16% | 17.68% |
| 2018-02 | -1.62% | +11.15% | 0.24% | — | — | — | -0.45 | 8.30 | 47.47% | 26.99% | 18.07% |
| 2018-01 | +1.50% | +12.98% | 0.24% | — | — | — | +0.21 | 8.90 | 46.18% | 27.19% | 18.76% |
| 2017-12 | +0.79% | +11.31% | 0.23% | — | — | — | +0.40 | 8.56 | 45.44% | 26.64% | 17.52% |
| 2017-11 | +0.77% | +10.43% | 0.23% | — | — | — | +0.04 | 8.10 | 46.54% | 27.78% | 18.02% |
| 2017-10 | +1.12% | +9.59% | 0.23% | — | — | — | +0.64 | 8.00 | 46.38% | 27.75% | 18.00% |
| 2017-09 | +0.46% | +8.38% | 0.23% | — | — | — | +0.37 | 7.28 | 43.54% | 26.10% | 17.45% |
| 2017-08 | +0.04% | +7.88% | 0.23% | — | — | — | -0.17 | 6.88 | 45.93% | 27.62% | 18.31% |
| 2017-07 | +1.40% | +7.84% | 0.23% | — | — | — | -0.12 | 7.05 | 46.52% | 27.80% | 19.15% |
| 2017-06 | -0.81% | +6.35% | 0.23% | — | — | — | +0.02 | 7.08 | 45.06% | 26.55% | 18.08% |
| 2017-05 | +1.12% | +7.22% | 0.23% | — | — | — | +0.06 | 7.11 | 44.30% | 26.02% | 19.41% |
| 2017-04 | +1.08% | +6.03% | 0.23% | — | — | — | +0.02 | 6.97 | 43.62% | 26.40% | 19.51% |
| 2017-03 | +0.14% | +4.90% | 0.23% | — | — | — | +0.18 | 6.88 | 43.60% | 26.16% | 19.19% |
| 2017-02 | +0.60% | +4.75% | 0.23% | — | — | — | +0.00 | 6.69 | 44.84% | 26.16% | 25.26% |
| 2017-01 | -0.10% | +4.12% | 0.23% | — | — | — | +0.36 | 6.65 | 44.81% | 26.17% | 25.41% |
| 2016-12 | +1.05% | +4.23% | — | — | — | — | +0.35 | 6.30 | 27.62% | 23.65% | 20.63% |
| 2016-11 | +0.79% | +3.15% | — | — | — | — | +0.31 | 5.89 | 25.30% | 22.41% | 16.47% |
| 2016-10 | -0.16% | +2.34% | — | — | — | — | +0.19 | 5.55 | 25.59% | 23.24% | 16.76% |
| 2016-09 | -0.57% | +2.50% | — | — | — | — | +0.63 | 5.37 | 25.14% | 23.65% | 17.13% |
| 2016-08 | -0.08% | +3.09% | — | — | — | — | +4.21 | 4.77 | 18.45% | 18.24% | 12.16% |
| 2016-07 | +2.31% | +3.17% | — | — | — | — | +0.03 | 0.57 | 24.56% | 21.05% | 15.79% |
| 2016-06 | -0.01% | +0.84% | — | — | — | — | +0.42 | 0.53 | 22.64% | 22.64% | 16.98% |
| 2016-05 | +0.29% | +0.85% | — | — | — | — | +0.05 | 0.11 | 27.27% | 18.18% | 18.18% |
| 2016-04 | +0.48% | +0.56% | — | — | — | — | +0.00 | 0.05 | 20.00% | 20.00% | 20.00% |
| 2016-03 | +0.18% | +0.08% | — | — | — | — | +0.02 | 0.05 | 20.00% | 20.00% | 20.00% |
| 2016-02 | -0.10% | -0.10% | — | — | — | — | +0.02 | 0.03 | — | — | — |
המידע המוצג באתר מבוסס על נתונים היסטוריים ומיועד למטרות מידע כללי בלבד. הוא אינו מהווה ייעוץ פנסיוני, ייעוץ השקעות או המלצה לפעולה, ואינו תחליף לייעוץ מקצועי מותאם אישית.