Yelin Lapidot

Yelin Lapidot Provident Track Age 50-60

ילין לפידות קופת גמל מסלול לבני 50 עד 60

ProvidentAge-gradedGeneral PopulationEst. 2015

Kupa ID: 9940 · Reporting period: February 2026

Returns: February 2026

Monthly+0.49%February 2026

Year to date+1.88%2026

3-Year avg+13.13%Annualized

5-Year avg+8.61%Annualized

Performance — monthly returns

Risk metrics: February 2026

Alpha (annual)+0.84%

Std deviation (36m)1.28

Sharpe (all funds)0.26

Sharpe (sector)0.52

Sharpe (risk-free)—

Liquidity ratio89%

Fees: February 2026

Management fee (assets)0.63%Annual rate on AUM

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

AUM & money flows: February 2026

Total AUM₪13.3BEnd of period

Inflow

Outflow

Deposits₪17MExcl. transfers

Withdrawals₪27MExcl. transfers

Net accumulation₪-267MNet 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