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 מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על קו הבריאות קופת גמל לתגמולים ולפיצויים (לא משלמת) לבני 60 ומעלה ישירות למייל.
| 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.