Analyst

Analyst Provident Age 50-60

אנליסט גמל מסלול לבני 50-60

ProvidentAge-gradedGeneral PopulationEst. 2015

Kupa ID: 9731 · Reporting period: February 2026

Returns: February 2026

Monthly+0.41%February 2026

Year to date+2.49%2026

3-Year avg+14.07%Annualized

5-Year avg+8.72%Annualized

Performance — monthly returns

Risk metrics: February 2026

Alpha (annual)+0.72%

Std deviation (36m)1.34

Sharpe (all funds)0.67

Sharpe (sector)0.86

Sharpe (risk-free)—

Liquidity ratio92%

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₪7.5BEnd of period

Inflow

Outflow

Deposits₪6MExcl. transfers

Withdrawals₪12MExcl. transfers

Net accumulation₪126MNet 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