Yelin Lapidot

Yelin Lapidot Provident Track Over 60

ילין לפידות קופת גמל מסלול לבני 60 ומעלה

ProvidentAge-gradedGeneral PopulationEst. 2015

Kupa ID: 9941 · Reporting period: February 2026

Returns: February 2026

Monthly+0.44%February 2026

Year to date+1.50%2026

3-Year avg+9.66%Annualized

5-Year avg+5.92%Annualized

Performance — monthly returns

Risk metrics: February 2026

Alpha (annual)+0.36%

Std deviation (36m)0.94

Sharpe (all funds)-1.42

Sharpe (sector)-1.35

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₪7.5BEnd of period

Inflow

Outflow

Deposits₪8MExcl. transfers

Withdrawals₪22MExcl. transfers

Net accumulation₪-131MNet 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