פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · גמל

אלטשולר שחם גמל לבני 50 ומטה (9950)

נתונים היסטוריים מלאים עבור אלטשולר שחם גמל לבני 50 ומטה (9950), 128 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 9950 | שם קרן: אלטשולר שחם גמל לבני 50 ומטה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: אלטשולר שחם פיננסים בע"מ | חברה מנהלת: אלטשולר שחם גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מדרגות | תת התמחות: עד 50.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים

בחירת טווח זמן

בחירת עמודות

חודשים בטווח 128
תשואה חודשית אחרונה +2.24%
תשואה מצטברת בטווח +116.45%
חודש תשואה חודשית תשואה מצטברת דמי ניהול שנתיים אלפא שארפ סטיית תקן הפקדות נטו חודשי
(מ׳ ש״ח)
הפקדות נטו מצטבר
(מ׳ ש״ח)
סך הנכסים
(מ׳ ש״ח)
חשיפה למניות חשיפה לחו״ל חשיפה למט״ח
2026-08 +2.24% +116.45% 0.66% -1.32% 0.78 7.75% -118.98 -1476.05 3933.61 58.63% 42.72% 23.55%
2026-07 -0.35% +111.71% 0.66% -2.16% 0.72 7.72% -170.11 -1357.07 3966.22 58.66% 39.87% 22.04%
2026-06 -0.09% +112.46% 0.66% — 0.77 7.71% -152.08 -1186.96 4152.13 60.00% 43.91% 23.23%
2026-05 +2.19% +112.65% 0.66% -2.16% 0.79 7.71% -167.68 -1034.88 4311.01 57.41% 44.55% 22.83%
2026-04 +4.68% +108.09% 0.66% -3.12% 0.73 7.67% -156.03 -867.20 4386.32 54.92% 41.48% 21.64%
2026-03 -2.99% +98.79% 0.66% -3.24% 0.59 7.51% -164.22 -711.17 4342.42 52.95% 35.68% 17.58%
2026-02 -0.22% +104.91% 0.66% -3.36% 0.83 7.36% -178.33 -546.95 4646.20 55.46% 38.97% 19.51%
2026-01 +2.08% +105.36% 0.66% -2.88% 0.88 7.35% -182.82 -368.62 4837.53 53.72% 40.33% 19.81%
2025-12 +0.11% +101.18% 0.68% -3.00% 0.82 7.32% -111.01 -185.80 4921.25 54.65% 39.83% 19.31%
2025-11 +0.67% +100.96% 0.68% -2.64% 0.87 7.36% -97.32 -74.79 5029.13 53.39% 41.26% 21.66%
2025-10 +1.34% +99.62% 0.68% -2.28% 0.92 7.53% -125.71 +22.53 5096.10 51.87% 43.10% 23.02%
2025-09 +2.78% +96.98% 0.68% -2.52% 0.87 7.53% -114.86 +148.24 5156.12 58.87% 49.50% 23.99%
2025-08 +1.19% +91.65% 0.68% -2.52% 0.75 7.53% -116.00 +263.10 5132.75 58.35% 53.68% 23.82%
2025-07 +0.99% +89.40% 0.68% -2.52% 0.76 7.60% -148.35 +379.10 5190.02 57.32% 63.65% 25.63%
2025-06 +3.74% +87.54% 0.68% -2.52% 0.77 7.67% -113.33 +527.45 5289.92 59.41% 62.07% 25.31%
2025-05 +3.64% +80.78% 0.68% -1.56% 0.65 7.54% -98.32 +640.78 5213.24 55.85% 55.26% 23.59%
2025-04 +0.84% +74.43% 0.68% -1.56% 0.54 7.44% -120.67 +739.10 5128.41 54.73% 49.57% 21.23%
2025-03 -1.43% +72.98% 0.68% -1.44% 0.58 7.77% -72.30 +859.77 5211.63 54.88% 49.80% 21.66%
2025-02 -1.20% +75.49% 0.68% -1.44% 0.49 9.08% -40.28 +932.07 5362.35 54.76% 60.08% 24.91%
2025-01 +1.50% +77.62% 0.68% -0.60% 0.52 9.18% -70.41 +972.35 5470.27 54.05% 62.65% 27.99%
2024-12 -0.23% +75.00% 0.69% -0.72% 0.49 9.17% -30.61 +1042.76 5461.50 53.13% 60.76% 26.55%
2024-11 +1.85% +75.40% 0.69% -0.36% 0.54 9.17% -50.15 +1073.37 5507.22 58.08% 64.43% 26.35%
2024-10 -0.13% +72.21% 0.69% -0.12% 0.50 9.16% -11.43 +1123.52 5459.85 55.97% 58.51% 26.06%
2024-09 +2.35% +72.44% 0.69% -0.24% 0.54 9.16% -17.84 +1134.95 5478.91 57.71% 60.84% 28.72%
2024-08 +0.95% +68.48% 0.69% — 0.46 9.14% -24.20 +1152.79 5373.64 61.20% 62.97% 27.68%
2024-07 +0.80% +66.89% 0.69% -0.24% 0.46 9.15% -83.50 +1176.99 5350.57 60.63% 55.45% 26.21%
2024-06 +1.41% +65.57% 0.69% +0.48% 0.46 9.15% -72.93 +1260.49 5393.99 61.89% 68.99% 29.95%
2024-05 +2.52% +63.27% 0.69% +0.24% 0.45 9.18% -89.23 +1333.42 5394.22 56.42% 63.55% 28.90%
2024-04 -1.33% +59.25% 0.69% +0.00% 0.35 9.19% -140.11 +1422.65 5352.28 55.33% 58.78% 27.72%
2024-03 +3.01% +61.40% 0.69% -0.12% 0.45 9.19% -136.36 +1562.76 5568.69 58.65% 62.51% 30.97%
2024-02 +2.10% +56.68% 0.69% -0.12% 0.37 9.12% -106.11 +1699.12 5543.64 60.08% 72.41% 30.25%
2024-01 +0.37% +53.46% 0.69% +0.12% 0.32 9.11% -201.08 +1805.23 5537.13 59.77% 74.52% 28.84%
2023-12 +2.44% +52.90% 0.70% +0.12% 0.37 9.29% -89.60 +2006.31 5720.01 58.95% 75.14% 30.51%
2023-11 +2.87% +49.25% 0.70% +0.48% 0.26 9.39% -79.68 +2095.91 5675.25 55.51% 73.81% 28.71%
2023-10 -2.16% +45.09% 0.70% +0.36% 0.17 9.33% -148.30 +2175.59 5597.94 52.39% 77.35% 24.25%
2023-09 -1.53% +48.29% 0.70% -0.12% 0.24 9.37% -79.96 +2323.89 5874.09 50.60% 71.56% 24.23%
2023-08 -0.59% +50.60% 0.70% -0.36% 0.31 9.34% -157.94 +2403.85 6049.22 51.83% 71.35% 26.58%
2023-07 +2.87% +51.49% 0.70% -0.24% 0.37 9.35% -223.78 +2561.79 6249.07 51.56% 69.41% 25.95%
2023-06 +2.40% +47.26% 0.70% -0.24% 0.30 9.29% -113.96 +2785.57 6298.05 54.08% 71.47% 25.83%
2023-05 +0.34% +43.81% 0.70% -0.60% 0.22 9.25% -99.20 +2899.53 6265.78 53.70% 69.13% 27.64%
2023-04 +1.87% +43.33% 0.70% -0.48% 0.24 9.26% -106.47 +2998.73 6346.87 58.15% 67.69% 27.79%
2023-03 +0.00% +40.69% 0.70% -0.72% 0.19 9.24% -127.46 +3105.20 6339.34 54.93% 65.54% 26.60%
2023-02 -1.14% +40.69% 0.70% -0.48% 0.20 9.25% -172.17 +3232.66 6468.41 54.76% 64.76% 25.81%
2023-01 +2.66% +42.32% 0.70% -0.36% 0.24 9.24% -262.98 +3404.83 6718.79 55.91% 62.44% 32.52%
2022-12 -2.72% +38.63% 0.71% -0.48% 0.17 9.19% -246.29 +3667.81 6808.08 53.88% 59.27% 26.51%
2022-11 +2.02% +42.51% 0.71% -0.12% 0.30 9.11% -218.89 +3914.10 7254.53 52.91% 56.42% 23.56%
2022-10 +2.40% +39.68% 0.71% -0.60% 0.25 9.08% -213.30 +4132.99 7331.93 56.28% 59.29% 16.56%
2022-09 -5.12% +36.41% 0.71% -0.48% 0.19 9.04% -159.97 +4346.29 7374.02 55.65% 59.30% 15.83%
2022-08 -1.97% +43.77% 0.71% -0.36% 0.41 8.70% -261.28 +4506.26 7938.53 60.64% 60.89% 17.64%
2022-07 +5.10% +46.66% 0.71% -0.24% 0.51 8.63% -363.87 +4767.54 8363.48 62.90% 61.96% 22.88%
2022-06 -4.96% +39.54% 0.71% -0.60% 0.36 8.39% -332.09 +5131.41 8318.51 67.26% 67.90% 22.62%
2022-05 -2.89% +46.83% 0.71% +0.36% 0.59 8.03% -212.61 +5463.50 9103.04 67.86% 68.74% 24.81%
2022-04 -2.79% +51.20% 0.71% +0.24% 0.76 7.90% -293.84 +5676.11 9601.05 66.07% 67.47% 25.01%
2022-03 +0.92% +55.53% 0.71% +0.72% 0.93 7.75% -276.40 +5969.95 10181.52 60.43% 60.66% 26.32%
2022-02 -1.21% +54.12% 0.71% +0.60% 0.91 7.75% -204.00 +6246.35 10372.78 66.17% 66.06% 24.05%
2022-01 -2.70% +56.00% 0.71% +0.96% 1.00 7.71% -186.46 +6450.35 10711.29 69.91% 70.27% 21.68%
2021-12 +1.71% +60.33% 0.73% +1.56% 1.16 7.56% -107.54 +6636.81 11203.13 65.30% 64.03% 19.71%
2021-11 -0.06% +57.64% 0.73% +1.44% 1.12 7.55% -156.11 +6744.35 11127.92 65.56% 65.53% 19.00%
2021-10 +3.26% +57.73% 0.73% +1.80% 1.14 7.54% -206.58 +6900.46 11295.67 60.89% 62.59% 21.58%
2021-09 -2.17% +52.75% 0.73% +1.68% 1.04 7.45% -21.87 +7107.04 10068.59 60.38% 61.37% 18.56%
2021-08 +0.89% +56.14% 0.73% +2.16% 1.16 7.37% -24.21 +7128.91 10320.28 59.16% 59.92% 20.52%
2021-07 -0.25% +54.76% 0.73% +2.64% 1.14 7.37% -50.27 +7153.12 10259.20 55.44% 56.62% 20.20%
2021-06 +0.72% +55.15% 0.73% +2.76% 1.19 7.40% +91.42 +7203.39 10341.13 58.15% 60.31% 22.24%
2021-05 +0.89% +54.04% 0.73% +2.64% 1.16 7.42% +87.31 +7111.97 10182.42 60.40% 63.67% 26.22%
2021-04 +2.72% +52.68% 0.73% +2.88% 1.15 7.42% +80.16 +7024.66 10011.69 58.76% 62.35% 27.14%
2021-03 +1.73% +48.64% 0.73% +2.76% 1.07 7.38% +187.85 +6944.50 9673.54 57.48% 61.13% 31.41%
2021-02 +0.65% +46.11% 0.73% +3.00% 1.04 7.41% +171.30 +6756.65 9327.85 60.49% 64.92% 32.87%
2021-01 +1.27% +45.17% 0.73% +2.52% 1.01 7.44% +186.64 +6585.35 9105.15 61.87% 66.72% 31.18%
2020-12 +2.31% +43.35% 0.72% +2.40% 0.93 7.59% +343.39 +6398.71 8811.87 59.14% 59.88% 29.23%
2020-11 +4.17% +40.11% 0.72% — — — +280.16 +6055.32 8278.38 51.18% 52.37% 30.29%
2020-10 -0.15% +34.50% 0.72% — — — +161.23 +5775.16 7681.27 54.01% 56.55% 29.66%
2020-09 -1.43% +34.71% 0.72% — — — +191.61 +5613.93 7537.77 53.87% 57.64% 30.67%
2020-08 +2.98% +36.66% 0.72% — — — +250.11 +5422.32 7457.35 51.15% 57.84% 31.59%
2020-07 +3.07% +32.71% 0.72% — — — +136.75 +5172.21 7000.28 47.49% 53.93% 30.39%
2020-06 +0.58% +28.75% 0.72% — — — +175.42 +5035.46 6662.11 42.70% 50.80% 29.35%
2020-05 +1.85% +28.01% 0.72% — — — +147.67 +4860.04 6454.05 40.03% 44.02% 26.09%
2020-04 +5.59% +25.68% 0.72% — — — +89.36 +4712.37 6194.06 41.78% 46.15% 23.47%
2020-03 -10.04% +19.03% 0.72% — — — +15.20 +4623.01 5784.02 46.04% 47.50% 16.44%
2020-02 -2.95% +32.32% 0.72% — — — +222.34 +4607.81 6415.74 46.71% 39.97% 15.85%
2020-01 +0.80% +36.34% 0.72% — — — +226.90 +4385.47 6393.10 48.66% 40.13% 18.07%
2019-12 +0.99% +35.26% 0.73% — — — +257.52 +4158.57 6121.49 50.18% 40.99% 17.03%
2019-11 +1.51% +33.93% 0.73% — — — +166.83 +3901.05 5809.22 52.59% 42.31% 16.47%
2019-10 +1.33% +31.94% 0.73% — — — +85.87 +3734.22 5560.63 50.44% 40.58% 16.71%
2019-09 +1.57% +30.21% 0.73% — — — +146.20 +3648.35 5405.53 51.62% 40.69% 15.00%
2019-08 -0.49% +28.19% 0.73% — — — +137.97 +3502.15 5180.20 54.64% 43.03% 15.60%
2019-07 +1.41% +28.82% 0.73% — — — +139.70 +3364.18 5069.89 50.61% 39.72% 15.28%
2019-06 +2.25% +27.03% 0.73% — — — +134.73 +3224.48 4863.92 50.95% 39.56% 13.82%
2019-05 -1.73% +24.24% 0.73% — — — +138.61 +3089.75 4626.88 39.98% 26.45% 14.03%
2019-04 +2.37% +26.42% 0.73% — — — +91.61 +2951.14 4570.17 47.30% 32.58% 14.04%
2019-03 +0.83% +23.50% 0.73% — — — +99.95 +2859.53 4376.91 50.34% 36.62% 14.57%
2019-02 +1.72% +22.48% 0.73% — — — +51.59 +2759.58 4243.76 50.14% 34.55% 14.38%
2019-01 +4.49% +20.41% 0.73% — — — +33.35 +2707.99 4123.27 48.78% 32.20% 16.01%
2018-12 -3.24% +15.24% 0.76% — — — +84.90 +2674.64 3916.54 48.95% 35.37% 18.62%
2018-11 +0.03% +19.09% 0.76% — — — +121.84 +2589.74 3963.28 47.24% 29.85% 20.94%
2018-10 -2.91% +19.06% 0.76% — — — +111.53 +2467.90 3842.98 49.70% 34.10% 20.04%
2018-09 -0.18% +22.63% 0.76% — — — +83.71 +2356.37 3845.87 49.10% 34.66% 16.20%
2018-08 +1.65% +22.85% 0.76% — — — +154.15 +2272.66 3770.87 47.01% 33.45% 16.80%
2018-07 +1.28% +20.85% 0.76% — — — +181.12 +2118.51 3558.92 46.22% 31.95% 18.06%
2018-06 -0.55% +19.33% 0.76% — — — +137.47 +1937.39 3335.76 41.72% 27.67% 16.35%
2018-05 +1.16% +19.99% 0.76% — — — +99.62 +1799.92 3218.97 47.60% 32.95% 15.51%
2018-04 +0.80% +18.61% 0.76% — — — +60.85 +1700.30 3085.54 46.76% 32.77% 15.25%
2018-03 -0.86% +17.67% 0.76% — — — +106.36 +1639.45 3001.37 44.69% 29.65% 13.41%
2018-02 -0.96% +18.69% 0.76% — — — +127.98 +1533.09 2922.22 43.61% 28.05% 11.09%
2018-01 +1.34% +19.84% 0.76% — — — +205.34 +1405.11 2822.42 44.70% 28.83% 10.45%
2017-12 +1.46% +18.26% 0.78% — — — +141.31 +1199.77 2583.34 44.68% 28.40% 24.10%
2017-11 +0.88% +16.55% 0.78% — — — +106.35 +1058.46 2407.55 44.07% 27.21% 23.19%
2017-10 +1.45% +15.54% 0.78% — — — +83.16 +952.11 2281.91 43.81% 28.93% 24.79%
2017-09 +0.44% +13.89% 0.78% — — — +87.59 +868.95 2168.36 43.32% 30.18% 24.23%
2017-08 +0.99% +13.39% 0.78% — — — +138.94 +781.36 2072.76 43.32% 30.27% 24.67%
2017-07 +1.59% +12.28% 0.78% — — — +130.05 +642.42 1915.71 43.86% 31.67% 25.69%
2017-06 -0.40% +10.52% 0.78% — — — +84.28 +512.37 1757.98 44.29% 32.08% 22.32%
2017-05 +1.47% +10.96% 0.78% — — — +75.95 +428.09 1681.70 42.70% 32.51% 24.33%
2017-04 +1.20% +9.36% 0.78% — — — +72.05 +352.14 1583.25 40.51% 30.55% 22.67%
2017-03 +1.23% +8.06% 0.78% — — — +44.95 +280.09 1494.94 41.71% 31.96% 23.17%
2017-02 +1.20% +6.75% 0.78% — — — +46.86 +235.14 1433.17 39.55% 32.34% 25.18%
2017-01 +0.26% +5.48% 0.78% — — — +40.41 +188.28 1370.84 41.17% 36.19% 31.50%
2016-12 +1.21% +5.21% — — — — +42.19 +147.87 1328.00 40.09% 35.97% 31.77%
2016-11 +0.51% +3.95% — — — — +24.54 +105.68 1271.16 41.76% 42.43% 35.06%
2016-10 +0.74% +3.42% — — — — +18.25 +81.14 1241.08 47.05% 42.61% 37.30%
2016-09 -0.64% +2.66% — — — — +18.23 +62.89 1214.58 43.88% 38.70% 33.36%
2016-08 +0.45% +3.32% — — — — +10.05 +44.66 1204.90 42.19% 35.62% 29.36%
2016-07 +2.52% +2.86% — — — — +8.36 +34.61 1190.30 41.72% 35.87% 29.37%
2016-06 -0.66% +0.33% — — — — +3.27 +26.25 1153.58 44.94% 43.36% 38.34%
2016-05 +0.84% +1.00% — — — — +6.75 +22.98 1158.76 42.51% 37.36% 34.47%
2016-04 +1.47% +0.16% — — — — +3.55 +16.23 1143.18 43.20% 40.15% 37.64%
2016-03 +2.47% -1.29% — — — — +9.72 +12.68 1123.94 45.72% 41.35% 38.27%
2016-02 -0.96% -3.67% — — — — -1.42 +2.96 1088.06 44.23% 42.21% 41.45%
2016-01 -2.74% -2.74% — — — — +4.38 +4.38 1100.68 45.40% 39.17% 39.05%

המידע המוצג באתר מבוסס על נתונים היסטוריים ומיועד למטרות מידע כללי בלבד. הוא אינו מהווה ייעוץ פנסיוני, ייעוץ השקעות או המלצה לפעולה, ואינו תחליף לייעוץ מקצועי מותאם אישית.