חודשים בטווח
125
קו הבריאות קופת גמל לתגמולים ולפיצויים (לא משלמת) לבני 50-60
נתונים היסטוריים מלאים עבור קו הבריאות קופת גמל לתגמולים ולפיצויים (לא משלמת) לבני 50-60, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7210 | שם קרן: קו הבריאות קופת גמל לתגמולים ולפיצויים (לא משלמת) לבני 50-60 | 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: 50-60.
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 50-60 ישירות למייל.
תשואה חודשית אחרונה
+1.60%
תשואה מצטברת מההתחלה
+86.21%
| 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 | +1.60% | +86.21% | 0.34% | -0.24% | 1.08 | 5.87% | -10.22 | 1480.72 | 49.90% | 38.22% | 17.70% |
| 2026-04 | +4.20% | +83.28% | 0.34% | -0.60% | 1.04 | 5.85% | -9.67 | 1467.96 | 50.10% | 36.90% | 17.51% |
| 2026-03 | -2.55% | +75.89% | 0.34% | -0.72% | 0.90 | 5.65% | -6.24 | 1418.49 | 48.60% | 37.75% | 16.54% |
| 2026-02 | +0.82% | +80.49% | 0.34% | -0.48% | 1.20 | 5.49% | -13.28 | 1462.27 | 49.64% | 37.03% | 17.58% |
| 2026-01 | +2.45% | +79.02% | 0.34% | -0.24% | 1.20 | 5.49% | -14.40 | 1463.90 | 49.07% | 36.43% | 17.55% |
| 2025-12 | +1.24% | +74.74% | 0.34% | -0.36% | 1.11 | 5.43% | -11.15 | 1443.38 | 48.81% | 38.03% | 18.70% |
| 2025-11 | +0.81% | +72.60% | 0.34% | -0.12% | 1.10 | 5.47% | -8.19 | 1437.17 | 48.20% | 38.20% | 18.46% |
| 2025-10 | +1.39% | +71.21% | 0.34% | +0.00% | 1.13 | 5.63% | -2.60 | 1434.32 | 47.86% | 38.42% | 18.44% |
| 2025-09 | +2.30% | +68.87% | 0.34% | -0.12% | 1.08 | 5.63% | -3.59 | 1417.66 | 48.12% | 39.14% | 18.42% |
| 2025-08 | +0.89% | +65.07% | 0.34% | -0.24% | 0.94 | 5.67% | -10.55 | 1389.74 | 47.87% | 38.79% | 18.67% |
| 2025-07 | +1.20% | +63.61% | 0.34% | +0.00% | 0.97 | 5.83% | -15.58 | 1388.44 | 48.65% | 39.13% | 18.40% |
| 2025-06 | +3.66% | +61.67% | 0.34% | -0.12% | 0.96 | 5.85% | -11.20 | 1387.80 | 48.45% | 40.16% | 19.84% |
| 2025-05 | +2.54% | +55.97% | 0.34% | +0.36% | 0.79 | 5.73% | -13.90 | 1350.22 | 46.39% | 41.21% | 21.26% |
| 2025-04 | +0.68% | +52.10% | 0.34% | +0.36% | 0.69 | 5.66% | -11.25 | 1330.79 | 46.03% | 40.91% | 20.47% |
| 2025-03 | -1.22% | +51.08% | 0.34% | +0.48% | 0.74 | 5.91% | -16.03 | 1333.53 | 46.59% | 43.94% | 21.44% |
| 2025-02 | -0.45% | +52.94% | 0.34% | +0.00% | 0.60 | 7.29% | -16.80 | 1366.63 | 45.67% | 41.67% | 19.47% |
| 2025-01 | +1.29% | +53.63% | 0.34% | +0.36% | 0.61 | 7.39% | -12.93 | 1390.08 | 46.63% | 43.07% | 20.20% |
| 2024-12 | +0.67% | +51.68% | 0.34% | +0.24% | 0.57 | 7.38% | -19.51 | 1385.35 | 45.93% | 43.59% | 20.62% |
| 2024-11 | +2.19% | +50.67% | 0.34% | +0.60% | 0.58 | 7.39% | -13.24 | 1396.15 | 45.17% | 43.85% | 23.78% |
| 2024-10 | +0.34% | +47.44% | 0.34% | +0.36% | 0.50 | 7.34% | -6.02 | 1379.55 | 44.52% | 43.76% | 21.85% |
| 2024-09 | +1.62% | +46.94% | 0.34% | +0.48% | 0.53 | 7.35% | -1.76 | 1381.25 | 44.84% | 45.55% | 23.59% |
| 2024-08 | +0.34% | +44.60% | 0.34% | — | 0.49 | 7.34% | -12.12 | 1361.37 | 44.54% | 44.93% | 22.46% |
| 2024-07 | +0.55% | +44.11% | 0.34% | +0.60% | 0.48 | 7.36% | -16.06 | 1369.35 | 45.65% | 46.90% | 22.99% |
| 2024-06 | +1.53% | +43.32% | 0.34% | +0.72% | 0.48 | 7.36% | -11.59 | 1378.21 | 45.93% | 47.28% | 24.74% |
| 2024-05 | +1.58% | +41.16% | 0.34% | +0.36% | 0.45 | 7.36% | -17.86 | 1369.49 | 46.28% | 45.18% | 24.97% |
| 2024-04 | -1.59% | +38.96% | 0.34% | +0.24% | 0.38 | 7.37% | -15.25 | 1366.19 | 45.11% | 44.59% | 22.76% |
| 2024-03 | +1.45% | +41.21% | 0.34% | +0.24% | 0.51 | 7.34% | -8.77 | 1404.19 | 45.25% | 45.43% | 23.54% |
| 2024-02 | +2.19% | +39.19% | 0.34% | +0.36% | 0.47 | 7.32% | -16.34 | 1393.29 | 44.69% | 44.40% | 23.12% |
| 2024-01 | +0.50% | +36.21% | 0.34% | +0.36% | 0.41 | 7.29% | -8.35 | 1379.86 | 42.95% | 43.99% | 22.19% |
| 2023-12 | +2.18% | +35.53% | 0.33% | +0.24% | 0.44 | 7.35% | -9.90 | 1381.66 | 42.93% | 44.52% | 21.70% |
| 2023-11 | +3.13% | +32.64% | 0.33% | +0.24% | 0.31 | 7.48% | -9.74 | 1362.35 | 42.11% | 43.94% | 23.12% |
| 2023-10 | -2.07% | +28.61% | 0.33% | +0.24% | 0.19 | 7.37% | -2.57 | 1330.93 | 42.75% | 46.77% | 21.87% |
| 2023-09 | -1.02% | +31.33% | 0.33% | -0.12% | 0.29 | 7.35% | +0.49 | 1362.02 | 46.67% | 46.81% | 20.81% |
| 2023-08 | +0.01% | +32.68% | 0.33% | -0.12% | 0.36 | 7.33% | -15.60 | 1376.21 | 46.79% | 45.75% | 21.55% |
| 2023-07 | +2.63% | +32.67% | 0.33% | -0.24% | 0.40 | 7.34% | -13.01 | 1392.24 | 46.85% | 46.04% | 21.74% |
| 2023-06 | +1.74% | +29.27% | 0.33% | -0.36% | 0.32 | 7.28% | -15.04 | 1369.82 | 46.00% | 45.52% | 22.48% |
| 2023-05 | +1.10% | +27.06% | 0.33% | -0.48% | 0.25 | 7.25% | -15.60 | 1361.65 | 45.46% | 44.24% | 21.83% |
| 2023-04 | +1.66% | +25.68% | 0.33% | -0.60% | 0.22 | 7.24% | -13.01 | 1362.75 | 44.41% | 44.13% | 21.22% |
| 2023-03 | +0.82% | +23.62% | 0.33% | -0.84% | 0.18 | 7.22% | -18.59 | 1353.73 | 43.66% | 43.92% | 19.89% |
| 2023-02 | -2.09% | +22.62% | 0.33% | -0.84% | 0.14 | 7.23% | -14.36 | 1361.63 | 44.44% | 42.56% | 17.96% |
| 2023-01 | +1.65% | +25.24% | 0.33% | -0.72% | 0.25 | 7.18% | -14.35 | 1405.49 | 42.84% | 38.44% | 17.31% |
| 2022-12 | -2.21% | +23.20% | 0.30% | -0.72% | 0.20 | 7.16% | -14.93 | 1397.28 | 42.96% | 37.37% | 16.84% |
| 2022-11 | +0.38% | +25.99% | 0.30% | -0.48% | 0.34 | 7.08% | -14.18 | 1444.48 | 43.72% | 36.66% | 19.76% |
| 2022-10 | +1.45% | +25.51% | 0.30% | -0.72% | 0.34 | 7.08% | -6.22 | 1453.58 | 44.13% | 34.85% | 18.57% |
| 2022-09 | -3.80% | +23.72% | 0.30% | -0.60% | 0.30 | 7.07% | -2.48 | 1439.38 | 41.93% | 36.88% | 16.95% |
| 2022-08 | -1.26% | +28.60% | 0.30% | -0.60% | 0.52 | 6.82% | -18.19 | 1499.20 | 46.44% | 37.12% | 16.88% |
| 2022-07 | +2.77% | +30.25% | 0.30% | -0.60% | 0.60 | 6.78% | -12.09 | 1537.03 | 46.00% | 37.47% | 17.91% |
| 2022-06 | -2.08% | +26.74% | 0.30% | -0.60% | 0.50 | 6.70% | -10.82 | 1507.99 | 46.02% | 37.56% | 19.56% |
| 2022-05 | -2.96% | +29.43% | 0.30% | -0.24% | 0.61 | 6.62% | -13.15 | 1551.48 | 46.32% | 36.88% | 17.70% |
| 2022-04 | -0.66% | +33.38% | 0.30% | -0.24% | 0.82 | 6.45% | -10.93 | 1613.04 | 47.35% | 35.89% | 17.52% |
| 2022-03 | +0.76% | +34.26% | 0.30% | -0.36% | 0.88 | 6.43% | -14.28 | 1634.99 | 48.75% | 35.44% | 17.31% |
| 2022-02 | -0.92% | +33.25% | 0.30% | -0.36% | 0.85 | 6.43% | -11.59 | 1637.41 | 47.96% | 34.65% | 15.46% |
| 2022-01 | -1.72% | +34.49% | 0.30% | -0.12% | 0.92 | 6.40% | -15.84 | 1664.70 | 50.13% | 36.54% | 15.50% |
| 2021-12 | +1.95% | +36.84% | 0.28% | +0.12% | 1.04 | 6.33% | -18.38 | 1710.31 | 50.52% | 16.86% | 17.94% |
| 2021-11 | -0.03% | +34.22% | 0.28% | +0.00% | 0.97 | 6.30% | -15.60 | 1696.29 | 48.83% | 34.75% | 19.35% |
| 2021-10 | +1.85% | +34.26% | 0.28% | +0.12% | 1.00 | 6.29% | -7.04 | 1712.71 | 48.11% | 35.51% | 21.50% |
| 2021-09 | -0.11% | +31.82% | 0.28% | +0.24% | 0.92 | 6.26% | +7.40 | 1688.87 | 46.95% | 34.88% | 18.89% |
| 2021-08 | +1.34% | +31.97% | 0.28% | +0.36% | 0.92 | 6.27% | -17.48 | 1683.71 | 45.15% | 33.10% | 17.61% |
| 2021-07 | -0.55% | +30.22% | 0.28% | +0.60% | 0.87 | 6.26% | -13.09 | 1679.21 | 48.92% | 35.92% | 19.26% |
| 2021-06 | +1.03% | +30.94% | 0.28% | +0.72% | 0.93 | 6.28% | -21.69 | 1702.03 | 52.27% | 38.58% | 19.94% |
| 2021-05 | +1.03% | +29.61% | 0.28% | +0.48% | 0.88 | 6.29% | -17.70 | 1706.75 | 51.00% | 37.45% | 20.80% |
| 2021-04 | +1.90% | +28.29% | 0.28% | +0.60% | 0.85 | 6.28% | -13.20 | 1707.35 | 49.91% | 37.37% | 34.37% |
| 2021-03 | +1.55% | +25.90% | 0.28% | +0.48% | 0.78 | 6.25% | -18.86 | 1688.63 | 49.37% | 37.17% | 34.15% |
| 2021-02 | +0.71% | +23.97% | 0.28% | +0.60% | 0.73 | 6.24% | -13.91 | 1681.97 | 47.24% | 36.38% | 33.05% |
| 2021-01 | +1.27% | +23.10% | 0.28% | +0.24% | 0.69 | 6.26% | -13.90 | 1684.21 | 46.01% | 35.52% | 32.22% |
| 2020-12 | +2.18% | +21.56% | 0.26% | +0.24% | 0.62 | 6.29% | -12.12 | 1677.15 | 44.65% | 34.59% | 31.33% |
| 2020-11 | +3.63% | +18.96% | 0.26% | — | — | — | -12.33 | 1653.71 | 39.62% | 34.50% | 19.55% |
| 2020-10 | +0.28% | +14.80% | 0.26% | — | — | — | -2.17 | 1608.47 | 31.04% | 23.63% | 30.50% |
| 2020-09 | -1.62% | +14.48% | 0.26% | — | — | — | +5.35 | 1606.52 | 35.69% | 29.87% | 31.34% |
| 2020-08 | +3.68% | +16.36% | 0.26% | — | — | — | -12.14 | 1627.84 | 40.42% | 33.18% | 30.07% |
| 2020-07 | +1.90% | +12.23% | 0.26% | — | — | — | -13.90 | 1582.28 | 35.01% | 27.64% | 29.40% |
| 2020-06 | -0.81% | +10.14% | 0.26% | — | — | — | -12.55 | 1566.81 | 37.62% | 29.42% | 27.79% |
| 2020-05 | +1.04% | +11.04% | 0.26% | — | — | — | -5.87 | 1592.44 | 37.24% | 27.56% | 26.66% |
| 2020-04 | +4.37% | +9.89% | 0.26% | — | — | — | -5.47 | 1582.30 | 36.23% | 25.57% | 23.25% |
| 2020-03 | -9.06% | +5.29% | 0.26% | — | — | — | -16.12 | 1521.80 | 31.22% | 22.44% | 20.20% |
| 2020-02 | -2.43% | +15.78% | 0.26% | — | — | — | -22.52 | 1691.91 | 38.46% | 27.79% | 23.92% |
| 2020-01 | +0.38% | +18.67% | 0.26% | — | — | — | -15.31 | 1756.94 | 39.90% | 29.61% | 26.64% |
| 2019-12 | +0.92% | +18.22% | 0.23% | — | — | — | -11.16 | 1765.97 | 40.89% | 31.63% | 28.23% |
| 2019-11 | +0.79% | +17.14% | 0.23% | — | — | — | -11.43 | 1761.53 | 40.32% | 30.55% | 26.80% |
| 2019-10 | +1.14% | +16.22% | 0.23% | — | — | — | -1.69 | 1759.72 | 39.29% | 30.16% | 28.15% |
| 2019-09 | +1.14% | +14.91% | 0.23% | — | — | — | +5.85 | 1742.05 | 38.76% | 29.57% | 27.35% |
| 2019-08 | -0.76% | +13.62% | 0.23% | — | — | — | -14.61 | 1717.05 | 37.92% | 29.59% | 28.05% |
| 2019-07 | +0.54% | +14.49% | 0.23% | — | — | — | -17.25 | 1745.70 | 39.38% | 30.49% | 28.31% |
| 2019-06 | +1.48% | +13.87% | 0.23% | — | — | — | -17.44 | 1753.91 | 38.41% | 29.52% | 22.19% |
| 2019-05 | -1.15% | +12.21% | 0.23% | — | — | — | -10.47 | 1746.05 | 37.16% | 27.72% | 21.65% |
| 2019-04 | +1.70% | +13.52% | 0.23% | — | — | — | -12.90 | 1777.24 | 39.00% | 28.11% | 22.18% |
| 2019-03 | +0.55% | +11.62% | 0.23% | — | — | — | -10.26 | 1760.80 | 39.15% | 28.83% | 21.64% |
| 2019-02 | +1.43% | +11.01% | 0.23% | — | — | — | -10.43 | 1761.85 | 39.35% | 28.14% | 21.73% |
| 2019-01 | +2.49% | +9.44% | 0.23% | — | — | — | -4.09 | 1747.87 | 38.29% | 27.71% | 28.74% |
| 2018-12 | -3.12% | +6.78% | 0.24% | — | — | — | -11.41 | 1709.77 | 35.19% | 26.47% | 15.64% |
| 2018-11 | +0.29% | +10.22% | 0.24% | — | — | — | -7.40 | 1776.72 | 36.67% | 27.42% | 20.00% |
| 2018-10 | -1.79% | +9.90% | 0.24% | — | — | — | -6.06 | 1779.31 | 35.94% | 27.40% | 20.46% |
| 2018-09 | +0.01% | +11.91% | 0.24% | — | — | — | +12.53 | 1818.23 | 36.15% | 27.59% | 20.83% |
| 2018-08 | +1.30% | +11.90% | 0.24% | — | — | — | -13.37 | 1805.73 | 36.36% | 26.70% | 19.28% |
| 2018-07 | +1.24% | +10.46% | 0.24% | — | — | — | -12.86 | 1796.16 | 36.59% | 27.11% | 20.25% |
| 2018-06 | -0.19% | +9.11% | 0.24% | — | — | — | -10.92 | 1786.98 | 35.61% | 27.02% | 18.56% |
| 2018-05 | +0.36% | +9.31% | 0.24% | — | — | — | -17.94 | 1801.63 | 35.17% | 26.54% | 18.32% |
| 2018-04 | +0.92% | +8.92% | 0.24% | — | — | — | -10.60 | 1813.55 | 35.64% | 26.82% | 18.32% |
| 2018-03 | -0.75% | +7.93% | 0.24% | — | — | — | -13.12 | 1807.62 | 35.41% | 26.57% | 17.52% |
| 2018-02 | -1.21% | +8.75% | 0.24% | — | — | — | -12.97 | 1834.79 | 36.75% | 26.94% | 17.94% |
| 2018-01 | +1.07% | +10.08% | 0.24% | — | — | — | -12.11 | 1870.72 | 36.99% | 26.77% | 17.09% |
| 2017-12 | +0.77% | +8.91% | 0.23% | — | — | — | -11.60 | 1863.33 | 36.04% | 24.85% | 17.15% |
| 2017-11 | +0.57% | +8.08% | 0.23% | — | — | — | -8.29 | 1860.99 | 35.00% | 25.96% | 16.80% |
| 2017-10 | +0.90% | +7.47% | 0.23% | — | — | — | +3.91 | 1859.12 | 34.57% | 25.74% | 16.68% |
| 2017-09 | +0.29% | +6.51% | 0.23% | — | — | — | +9.33 | 1839.09 | 33.45% | 25.03% | 16.52% |
| 2017-08 | +0.14% | +6.20% | 0.23% | — | — | — | -7.47 | 1824.73 | 33.38% | 24.89% | 16.01% |
| 2017-07 | +1.05% | +6.05% | 0.23% | — | — | — | -7.09 | 1829.94 | 34.37% | 25.86% | 17.19% |
| 2017-06 | -0.34% | +4.95% | 0.23% | — | — | — | -8.48 | 1818.31 | 33.66% | 25.28% | 16.97% |
| 2017-05 | +0.94% | +5.31% | 0.23% | — | — | — | -7.67 | 1833.37 | 33.62% | 25.55% | 17.83% |
| 2017-04 | +0.93% | +4.33% | 0.23% | — | — | — | -8.30 | 1824.35 | 33.63% | 25.84% | 20.42% |
| 2017-03 | +0.15% | +3.37% | 0.23% | — | — | — | -4.75 | 1816.16 | 33.34% | 25.58% | 20.33% |
| 2017-02 | +0.50% | +3.21% | 0.23% | — | — | — | -6.31 | 1818.50 | 33.53% | 23.39% | 25.16% |
| 2017-01 | +0.13% | +2.70% | 0.23% | — | — | — | -7.61 | 1816.10 | 33.07% | 23.69% | 25.33% |
| 2016-12 | +0.92% | +2.56% | — | — | — | — | -2.39 | 1821.74 | 33.11% | 24.24% | 19.97% |
| 2016-11 | +0.53% | +1.63% | — | — | — | — | -5.49 | 1807.82 | 32.95% | 24.66% | 16.88% |
| 2016-10 | +0.13% | +1.09% | — | — | — | — | +10.67 | 1804.03 | 32.28% | 24.22% | 16.36% |
| 2016-09 | -0.56% | +0.96% | — | — | — | — | +7.26 | 1791.38 | 32.60% | 24.02% | 16.31% |
| 2016-08 | +0.05% | +1.53% | — | — | — | — | -18.48 | 1794.56 | 32.63% | 23.72% | 16.58% |
| 2016-07 | +1.81% | +1.48% | — | — | — | — | -7.06 | 1812.47 | 32.17% | 22.78% | 15.19% |
| 2016-06 | -0.51% | -0.32% | — | — | — | — | -5.53 | 1787.49 | 32.71% | 23.26% | 14.60% |
| 2016-05 | +0.45% | +0.19% | — | — | — | — | -3.98 | 1802.63 | 33.66% | 23.53% | 15.02% |
| 2016-04 | +0.77% | -0.26% | — | — | — | — | -3.59 | 1798.92 | 33.22% | 23.05% | 15.67% |
| 2016-03 | +1.14% | -1.02% | — | — | — | — | -2.91 | 1789.12 | 33.30% | 22.50% | 15.25% |
| 2016-02 | -0.79% | -2.14% | — | — | — | — | -3.40 | 1772.17 | 33.61% | 22.48% | 16.57% |
| 2016-01 | -1.36% | -1.36% | — | — | — | — | -2.36 | 1790.09 | 34.02% | 21.19% | 14.85% |
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.