Phoenix

Phoenix Provident Age 50-60

הפניקס גמל מסלול לבני 50 עד 60

ProvidentAge-gradedGeneral PopulationEst. 2015

Kupa ID: 9529 · Reporting period: February 2026

Returns: February 2026

Monthly+0.59%February 2026

Year to date+2.65%2026

3-Year avg+13.63%Annualized

5-Year avg+8.38%Annualized

Performance — monthly returns

Risk metrics: February 2026

Alpha (annual)-0.36%

Std deviation (36m)1.34

Sharpe (all funds)0.66

Sharpe (sector)0.94

Sharpe (risk-free)—

Liquidity ratio81%

Fees: February 2026

Management fee (assets)0.60%Annual rate on AUM

Management fee (deposits)0.00%One-time on new deposits

AUM & money flows: February 2026

Total AUM₪8.4BEnd of period

Inflow

Outflow

Deposits₪33MExcl. transfers

Withdrawals₪13MExcl. transfers

Net accumulation₪322MNet of all flows

Transfers—Not available

Benchmark comparison

Coming soon — benchmark comparison vs S&P 500, TA-125

Asset allocation

Coming soon — equity & foreign exposure breakdown