כלל חברה לביטוח בע"מ עוקב מדד S&P 500 holds 1.8 billion shekels and charges 0.72% a year on the savings.

Among the 9 insurance savings tracks on the S&P 500 index track, this is where the fund stands.

Each dot is a fund on the track, the large dot is this one, and it stands at place 4 of 9 by assets.

• Since the start of the year+8.07%

  Place 2 of 9 from the highest, and the funds' average is +8.10%.

  +6.50%+10.78%

• 3 years, yearly average+13.63%

  Place 4 of 5 from the highest, and the funds' average is +13.67%.

  +13.50%+13.78%

• 5 years, yearly average+11.93%

  Place 3 of 4 from the highest, and the funds' average is +12.06%.

  +11.90%+12.32%

• Fee on savings0.72%

  Place 3 of 8 from the lowest, and the funds' average is 0.78%.

  0.59%1.09%

All the insurance savings tracks on the S&P 500 index track

This chart sets each year's return against the average of the funds on the same track.

Only years the fund reported in full are shown, and each year's return is its twelve monthly returns compounded.

The fund's assets have changed like this since December 2020.

This is how the fund's money was invested in September 2026.

Exposure to shares

100.2%

Exposure abroad

106.6%

Exposure to foreign currency

100.4%

Liquid assets

94.4%

An exposure is the amount the Authority reports divided by the fund's assets, so one figure can be above 100%.

Over 5 years the fund returned +11.93% a year on average.

The Authority states that these returns are before the fund's management fees, on the explanation pages of bituachnet.cma.gov.il. Past returns say nothing about future ones.

These are the fund's details in the Authority's reports.

Kind of fund

insurance savings track

Track

S&P 500 index

Managed by

Clal

Fee on deposits

1.19%

Class in the Authority's reports

Policies issued from 2004

In the Authority's reports since

December 2020

Number in the Authority's reports

13346

These are the risk measures the Authority reports for the last 60 months.

Standard deviation

9.98%How far the monthly return moved around its average. A larger figure means bigger swings.

Sharpe ratio

0.88The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.

Alpha

4.92The part of the return that the fund's exposure to the market does not explain.

These funds are close to this one in size.

• הראל מסלול אשראי ואג"ח1.7 billion shekels
• הכשרה חברה לביטוח בע"מ - עוקב מדד 500 S&P367 million shekels
• הראל מסלול עוקב מדד S&P 5002.3 billion shekels
• מנורה מבטחים ביטוח בע"מ עוקב מדד S&P 500353 million shekels
• מגדל מסלול עוקב מדד S&P 5003.2 billion shekels
• מגדל מנוהל עי מגדל שוקי הון עוקב מדד S&P 500321 million shekels

Clal has more insurance savings tracks.

• כלל-קרן י'49.8 billion shekels
• כלל חברה לביטוח בע"מ כללי14.2 billion shekels
• כלל חברה לביטוח בע"מ מסלול לבני 50 עד 6011.5 billion shekels
• כלל חברה לביטוח בע"מ מסלול בסיסי למקבלי קצבה פוליסות לפני 20046.2 billion shekels
• כלל חברה לביטוח בע"מ מניות4.7 billion shekels
• כלל חברה לביטוח בע"מ מסלול לבני 50 ומטה3.6 billion shekels

• All 25 insurance savings tracks of Clal
• All funds of Clal
• Clal in the company register