נתונים היסטוריים · גמל

קו הבריאות קופת גמל לתגמולים ולפיצויים (לא משלמת) לבני 60 ומעלה

נתונים היסטוריים מלאים עבור קו הבריאות קופת גמל לתגמולים ולפיצויים (לא משלמת) לבני 60 ומעלה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 7211 | שם קרן: קו הבריאות קופת גמל לתגמולים ולפיצויים (לא משלמת) לבני 60 ומעלה | 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: 60 ומעלה.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 125
תשואה חודשית אחרונה +1.19%
תשואה מצטברת מההתחלה +37.62%
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 +1.19% +37.62% 0.34% -0.96% 0.53 3.55% -1.35 23.74 16.60% 13.82% 7.20%
2026-04 +1.93% +36.00% 0.34% -1.20% 0.46 3.53% +0.40 24.82 15.87% 12.25% 6.73%
2026-03 -1.20% +33.43% 0.34% -1.20% 0.32 3.45% -0.07 23.96 15.82% 12.73% 6.68%
2026-02 +0.43% +35.05% 0.34% -1.20% 0.56 3.40% +1.65 24.33 16.24% 12.58% 7.27%
2026-01 +1.17% +34.47% 0.34% -1.08% 0.55 3.41% -0.01 22.60 16.28% 12.52% 7.48%
2025-12 +0.60% +32.91% 0.34% -1.08% 0.48 3.39% -0.23 22.35 16.78% 13.56% 8.28%
2025-11 +0.43% +32.12% 0.34% -1.08% 0.48 3.39% -0.07 22.45 16.79% 13.81% 10.42%
2025-10 +0.90% +31.55% 0.34% -0.96% 0.53 3.45% +0.06 22.43 16.76% 14.00% 12.57%
2025-09 +1.18% +30.38% 0.34% -1.08% 0.47 3.44% +0.11 22.18 16.64% 14.79% 12.53%
2025-08 +0.68% +28.86% 0.34% -1.20% 0.35 3.47% -0.03 21.81 16.64% 15.18% 12.84%
2025-07 +0.56% +27.99% 0.34% -1.08% 0.36 3.50% +0.14 21.70 16.77% 15.30% 12.90%
2025-06 +1.84% +27.28% 0.34% -1.08% 0.37 3.52% -0.19 21.44 16.98% 15.72% 13.01%
2025-05 +0.62% +24.98% 0.34% -0.96% 0.20 3.48% +0.07 21.25 16.24% 16.71% 13.51%
2025-04 +0.68% +24.21% 0.34% -0.84% 0.20 3.48% -0.22 21.06 17.05% 16.90% 13.68%
2025-03 -0.35% +23.37% 0.34% -0.84% 0.24 3.64% -0.70 21.15 17.73% 17.45% 13.90%
2025-02 +0.25% +23.80% 0.34% -1.08% 0.14 4.40% -0.08 21.92 16.38% 15.51% 12.00%
2025-01 +0.55% +23.49% 0.34% -0.72% 0.14 4.41% +0.48 21.96 16.85% 15.94% 12.39%
2024-12 +0.60% +22.82% 0.34% -0.60% 0.13 4.41% -0.44 21.36 16.62% 15.92% 12.17%
2024-11 +1.14% +22.08% 0.34% -0.60% 0.11 4.40% -0.38 21.68 16.61% 16.97% 14.44%
2024-10 +0.11% +20.71% 0.34% -0.72% 0.05 4.38% -0.61 21.82 16.64% 16.54% 13.66%
2024-09 +1.08% +20.58% 0.34% -0.60% 0.08 4.38% -0.14 22.42 17.04% 16.32% 15.30%
2024-08 +0.72% +19.29% 0.34% 0.00 4.37% -0.22 22.31 16.54% 15.91% 14.84%
2024-07 +0.71% +18.44% 0.34% -0.60% 0.00 4.36% -1.80 22.38 17.52% 16.89% 16.49%
2024-06 +0.53% +17.60% 0.34% -0.60% -0.01 4.36% -0.21 24.01 16.53% 15.16% 15.24%
2024-05 +0.35% +16.98% 0.34% -0.72% -0.01 4.37% -0.10 24.10 16.47% 13.94% 14.81%
2024-04 -0.47% +16.57% 0.34% -0.48% 0.00 4.37% +0.30 24.12 14.68% 12.94% 14.22%
2024-03 +0.93% +17.12% 0.34% -0.60% 0.08 4.36% -1.29 23.94 16.50% 14.45% 14.58%
2024-02 +0.91% +16.04% 0.34% -0.60% 0.05 4.35% -0.14 25.01 14.95% 13.15% 13.47%
2024-01 +0.30% +15.00% 0.34% -0.60% 0.02 4.34% -0.02 24.93 13.44% 12.88% 13.32%
2023-12 +1.26% +14.65% 0.33% -0.72% 0.05 4.37% -0.07 24.88 13.59% 12.98% 13.30%
2023-11 +1.58% +13.23% 0.33% -0.60% -0.04 4.36% +0.13 24.65 13.10% 12.86% 13.23%
2023-10 -0.65% +11.47% 0.33% -0.36% -0.14 4.31% -0.23 24.15 12.80% 13.33% 13.62%
2023-09 -0.38% +12.19% 0.33% -0.72% -0.07 4.31% +0.07 24.55 13.48% 13.32% 12.99%
2023-08 +0.24% +12.62% 0.33% -0.84% -0.01 4.30% +0.06 24.58 12.73% 12.53% 13.30%
2023-07 +1.02% +12.35% 0.33% -0.84% 0.01 4.31% -0.48 24.48 13.19% 12.25% 13.32%
2023-06 +0.64% +11.22% 0.33% -0.84% -0.03 4.29% -0.40 24.71 11.61% 11.05% 12.75%
2023-05 +1.12% +10.51% 0.33% -0.96% -0.06 4.28% -0.05 24.96 14.14% 12.94% 11.26%
2023-04 +1.11% +9.29% 0.33% -0.96% -0.12 4.26% -0.06 24.74 19.04% 16.53% 11.08%
2023-03 +0.95% +8.09% 0.33% -1.20% -0.18 4.23% -0.74 24.54 24.33% 20.17% 10.64%
2023-02 -2.19% +7.07% 0.33% -1.08% -0.22 4.21% -0.32 25.05 24.59% 19.88% 10.30%
2023-01 +1.33% +9.47% 0.33% -1.08% -0.05 4.10% -0.38 25.93 23.41% 17.78% 9.95%
2022-12 -1.49% +8.03% 0.30% -1.08% -0.13 4.06% -1.80 25.97 22.72% 16.44% 9.24%
2022-11 +0.42% +9.66% 0.30% -0.96% 0.01 4.00% -0.09 28.19 22.42% 15.43% 8.51%
2022-10 +0.79% +9.21% 0.30% -1.08% 0.01 4.00% -0.91 28.16 22.62% 13.92% 7.78%
2022-09 -2.75% +8.35% 0.30% -1.08% -0.04 3.99% +0.27 28.86 22.35% 14.76% 6.93%
2022-08 -1.28% +11.41% 0.30% -0.96% 0.21 3.78% -0.95 29.41 24.38% 16.29% 7.45%
2022-07 +1.92% +12.86% 0.30% -0.96% 0.35 3.73% -0.17 30.75 23.35% 15.87% 7.87%
2022-06 -1.16% +10.73% 0.30% -1.08% 0.21 3.64% -0.33 30.35 22.60% 15.65% 7.02%
2022-05 -2.32% +12.03% 0.30% -0.72% 0.32 3.60% -1.04 31.04 21.71% 14.24% 7.67%
2022-04 -0.81% +14.69% 0.30% -0.72% 0.59 3.43% -0.25 32.86 23.68% 14.76% 7.64%
2022-03 +0.27% +15.63% 0.30% -0.72% 0.70 3.41% -0.12 33.38 23.52% 14.47% 8.42%
2022-02 -0.84% +15.32% 0.30% -0.72% 0.69 3.41% -0.80 33.43 22.58% 14.06% 8.20%
2022-01 -1.42% +16.30% 0.30% -0.72% 0.80 3.37% -0.30 34.52 20.25% 12.46% 4.35%
2021-12 +0.77% +17.97% 0.28% -0.72% 0.98 3.29% -0.52 37.12 16.89% 10.88% 4.39%
2021-11 +0.12% +17.07% 0.28% -0.84% 0.93 3.28% -0.35 35.58 16.75% 11.07% 4.27%
2021-10 +1.09% +16.93% 0.28% -0.72% 0.92 3.29% -0.17 35.90 20.03% 12.26% 9.58%
2021-09 -0.30% +15.67% 0.28% -0.72% 0.83 3.26% -0.31 35.69 15.16% 10.37% 9.61%
2021-08 +0.94% +16.02% 0.28% -0.72% 0.86 3.27% +0.24 36.11 15.23% 10.66% 9.86%
2021-07 +0.30% +14.94% 0.28% -0.60% 0.78 3.25% -0.04 35.55 15.19% 10.75% 9.54%
2021-06 +0.36% +14.59% 0.28% -0.72% 0.77 3.25% +0.03 35.48 15.50% 10.79% 9.55%
2021-05 +0.63% +14.18% 0.28% -0.72% 0.75 3.25% -0.47 35.33 16.05% 10.70% 11.27%
2021-04 +0.59% +13.47% 0.28% -0.72% 0.70 3.25% -0.98 35.58 15.71% 10.60% 11.35%
2021-03 +1.07% +12.80% 0.28% -0.84% 0.66 3.24% -1.13 36.35 15.02% 10.15% 10.95%
2021-02 -0.15% +11.61% 0.28% -0.84% 0.58 3.22% +0.12 37.10 14.61% 10.43% 10.38%
2021-01 +0.53% +11.77% 0.28% -0.96% 0.60 3.22% +0.17 37.05 14.47% 10.34% 10.20%
2020-12 +0.80% +11.18% 0.26% -0.96% 0.56 3.22% -0.09 36.69 14.75% 10.14% 10.06%
2020-11 +1.68% +10.30% 0.26% -1.00 36.50 14.49% 10.19% 9.86%
2020-10 -0.09% +8.48% 0.26% -0.33 36.88 13.34% 9.57% 9.41%
2020-09 -1.03% +8.58% 0.26% +0.78 37.26 13.23% 9.61% 9.47%
2020-08 +1.45% +9.71% 0.26% -0.73 36.87 13.81% 9.85% 9.68%
2020-07 +1.06% +8.14% 0.26% -1.70 37.08 13.08% 9.30% 9.17%
2020-06 -0.71% +7.00% 0.26% +0.01 38.39 12.09% 7.92% 7.87%
2020-05 +0.70% +7.77% 0.26% -0.15 38.68 12.10% 7.65% 7.52%
2020-04 +2.68% +7.02% 0.26% +0.04 38.57 11.02% 6.51% 6.30%
2020-03 -5.26% +4.23% 0.26% +3.30 37.52 9.25% 5.92% 5.92%
2020-02 -0.46% +10.01% 0.26% +0.24 36.06 11.15% 6.79% 6.74%
2020-01 +0.28% +10.52% 0.26% -0.11 35.99 11.98% 7.25% 7.25%
2019-12 -0.14% +10.21% 0.23% -0.26 36.01 11.89% 7.16% 7.05%
2019-11 +0.26% +10.37% 0.23% -1.02 36.33 7.16% 4.05% 3.77%
2019-10 +0.37% +10.08% 0.23% -0.03 37.26 6.87% 3.89% 3.70%
2019-09 +0.52% +9.68% 0.23% +0.17 37.15 6.73% 3.80% 3.58%
2019-08 +0.05% +9.11% 0.23% -0.45 36.80 6.58% 3.75% 3.56%
2019-07 +0.76% +9.05% 0.23% -0.20 37.25 6.58% 3.76% 3.57%
2019-06 +0.78% +8.23% 0.23% -0.24 37.18 6.56% 3.79% 3.63%
2019-05 +0.32% +7.39% 0.23% -0.48 37.14 6.38% 3.18% 3.90%
2019-04 +0.54% +7.05% 0.23% -0.55 37.51 6.56% 3.31% 4.05%
2019-03 +0.60% +6.48% 0.23% +0.03 37.86 6.26% 3.28% 3.88%
2019-02 +0.68% +5.84% 0.23% +2.20 37.62 6.27% 3.11% 3.93%
2019-01 +1.15% +5.13% 0.23% +0.12 35.18 6.59% 3.27% 4.18%
2018-12 -0.73% +3.93% 0.24% +0.04 34.67 6.37% 3.61% 3.98%
2018-11 -0.15% +4.70% 0.24% -0.04 34.89 6.88% 3.87% 4.21%
2018-10 -0.62% +4.85% 0.24% +0.66 34.98 6.78% 3.83% 4.17%
2018-09 -0.06% +5.51% 0.24% +0.18 34.55 7.15% 4.05% 4.34%
2018-08 +0.66% +5.57% 0.24% -0.30 34.40 7.18% 4.07% 4.27%
2018-07 +0.26% +4.88% 0.24% -0.33 34.47 6.96% 4.06% 4.26%
2018-06 -0.08% +4.61% 0.24% -0.25 34.72 6.68% 3.86% 4.06%
2018-05 +0.14% +4.69% 0.24% -0.17 35.01 6.80% 4.00% 3.97%
2018-04 +0.06% +4.54% 0.24% -0.27 35.14 6.77% 4.07% 3.90%
2018-03 +0.14% +4.48% 0.24% +0.46 35.40 6.47% 3.84% 3.67%
2018-02 -0.67% +4.34% 0.24% -0.23 34.90 6.73% 3.93% 3.78%
2018-01 +0.18% +5.04% 0.24% +0.22 35.38 6.76% 3.67% 3.70%
2017-12 +0.30% +4.85% 0.23% +0.80 35.09 4.62% 2.71% 2.71%
2017-11 +0.47% +4.54% 0.23% -0.36 34.20 4.71% 2.69% 2.78%
2017-10 +0.36% +4.05% 0.23% +0.60 34.40 4.65% 2.65% 2.76%
2017-09 +0.08% +3.67% 0.23% +0.51 33.69 3.95% 2.23% 2.37%
2017-08 +0.41% +3.59% 0.23% +0.01 33.16 3.98% 2.26% 2.41%
2017-07 +0.56% +3.17% 0.23% -0.13 33.01 4.00% 2.24% 2.39%
2017-06 -0.33% +2.59% 0.23% +0.07 32.97 3.88% 2.12% 2.27%
2017-05 +0.62% +2.93% 0.23% +0.20 33.02 3.94% 2.18% 2.36%
2017-04 +0.67% +2.30% 0.23% +0.11 32.62 3.92% 2.21% 2.39%
2017-03 +0.22% +1.62% 0.23% +0.37 32.30 3.93% 2.20% 2.29%
2017-02 +0.17% +1.40% 0.23% +0.29 31.87 3.98% 2.23% 2.32%
2017-01 +0.16% +1.22% 0.23% +0.35 31.54 3.99% 2.22% 2.31%
2016-12 +0.32% +1.06% +0.01 31.14 4.11% 2.28% 2.34%
2016-11 -0.23% +0.74% +0.09 31.04 4.06% 2.22% 2.32%
2016-10 +0.08% +0.97% +1.01 31.02 3.97% 2.19% 2.26%
2016-09 -0.40% +0.89% +5.21 29.99 3.73% 2.20% 2.27%
2016-08 +0.00% +1.30% +10.58 24.89 4.18% 2.33% 2.25%
2016-07 +0.41% +1.30% +0.25 14.31 5.31% 3.00% 3.00%
2016-06 +0.21% +0.88% +0.82 14.00 4.71% 2.71% 2.71%
2016-05 +0.07% +0.67% -0.09 13.16 5.09% 2.89% 2.89%
2016-04 +0.20% +0.60% -0.22 13.24 4.98% 2.79% 2.79%
2016-03 +0.36% +0.40% +0.49 13.43 4.91% 2.68% 2.68%
2016-02 -0.08% +0.04% +1.05 12.90 4.65% 2.33% 2.33%
2016-01 +0.12% +0.12% +0.10 11.85 5.06% 2.62% 0.08%

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.