חודשים בטווח
125
אלטשולר שחם גמל לבני 50 עד 60
נתונים היסטוריים מלאים עבור אלטשולר שחם גמל לבני 50 עד 60, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9951 | שם קרן: אלטשולר שחם גמל לבני 50 עד 60 | 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: 50-60.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אלטשולר שחם גמל לבני 50 עד 60 ישירות למייל.
תשואה חודשית אחרונה
+1.85%
תשואה מצטברת מההתחלה
+97.30%
| חודש | תשואה חודשית | תשואה מצטברת | דמי ניהול שנתיים | אלפא | שארפ | סטיית תקן | הפקדות נטו (מ׳ ש״ח) |
סך הנכסים (מ׳ ש״ח) |
חשיפה למניות | חשיפה לחו״ל | חשיפה למט״ח |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05 | +1.85% | +97.30% | 0.64% | -1.92% | 0.74 | 6.17% | -698.58 | 25803.56 | 49.12% | 41.30% | 20.70% |
| 2026-04 | +3.96% | +93.72% | 0.64% | -2.64% | 0.68 | 6.14% | -580.69 | 26039.70 | 46.85% | 38.54% | 19.77% |
| 2026-03 | -2.60% | +86.34% | 0.64% | -2.64% | 0.54 | 5.99% | -758.51 | 25622.35 | 44.67% | 33.35% | 16.24% |
| 2026-02 | -0.11% | +91.31% | 0.64% | -2.64% | 0.80 | 5.85% | -746.40 | 27092.63 | 46.37% | 35.73% | 17.84% |
| 2026-01 | +1.65% | +91.52% | 0.64% | -2.28% | 0.85 | 5.85% | -659.92 | 27882.75 | 45.19% | 36.94% | 18.16% |
| 2025-12 | +0.04% | +88.41% | 0.65% | -2.28% | 0.80 | 5.83% | -608.55 | 28094.89 | 45.58% | 36.40% | 17.77% |
| 2025-11 | +0.64% | +88.34% | 0.65% | -2.04% | 0.87 | 5.86% | -487.53 | 28707.38 | 43.94% | 37.32% | 19.77% |
| 2025-10 | +1.19% | +87.14% | 0.65% | -1.80% | 0.91 | 6.00% | -383.41 | 29029.10 | 42.53% | 38.34% | 20.55% |
| 2025-09 | +2.27% | +84.94% | 0.65% | -1.92% | 0.86 | 6.00% | -507.08 | 29082.78 | 47.98% | 43.89% | 21.32% |
| 2025-08 | +1.19% | +80.83% | 0.65% | -1.92% | 0.74 | 6.00% | -508.90 | 28953.61 | 46.79% | 46.76% | 20.88% |
| 2025-07 | +0.80% | +78.71% | 0.65% | -1.92% | 0.74 | 6.06% | -578.42 | 29133.71 | 46.20% | 53.69% | 22.19% |
| 2025-06 | +3.15% | +77.29% | 0.65% | -2.04% | 0.76 | 6.12% | -620.34 | 29494.20 | 48.70% | 54.73% | 22.49% |
| 2025-05 | +2.74% | +71.88% | 0.65% | -1.20% | 0.63 | 6.01% | -533.66 | 29220.57 | 45.30% | 48.53% | 21.03% |
| 2025-04 | +0.66% | +67.29% | 0.65% | -1.20% | 0.53 | 5.95% | -429.00 | 28978.59 | 43.80% | 43.27% | 19.18% |
| 2025-03 | -1.16% | +66.19% | 0.65% | -0.96% | 0.58 | 6.24% | -434.14 | 29238.13 | 43.93% | 43.58% | 19.71% |
| 2025-02 | -0.73% | +68.15% | 0.65% | -1.20% | 0.48 | 7.43% | -318.19 | 30032.08 | 43.86% | 51.25% | 21.33% |
| 2025-01 | +1.30% | +69.38% | 0.65% | -0.36% | 0.51 | 7.49% | -319.61 | 30585.87 | 43.14% | 53.22% | 23.57% |
| 2024-12 | -0.23% | +67.21% | 0.66% | -0.36% | 0.48 | 7.48% | -225.01 | 30524.53 | 43.47% | 53.50% | 22.54% |
| 2024-11 | +1.69% | +67.59% | 0.66% | -0.12% | 0.53 | 7.48% | -164.33 | 30836.03 | 47.67% | 54.82% | 22.56% |
| 2024-10 | -0.05% | +64.81% | 0.66% | +0.00% | 0.48 | 7.46% | -174.53 | 30502.91 | 46.05% | 48.95% | 22.28% |
| 2024-09 | +2.05% | +64.89% | 0.66% | +0.00% | 0.53 | 7.46% | -246.91 | 30716.37 | 47.53% | 50.92% | 24.59% |
| 2024-08 | +0.77% | +61.58% | 0.66% | — | 0.45 | 7.44% | -212.68 | 30360.50 | 49.99% | 52.13% | 23.61% |
| 2024-07 | +0.76% | +60.34% | 0.66% | +0.12% | 0.45 | 7.44% | -290.92 | 30358.30 | 49.32% | 45.64% | 22.49% |
| 2024-06 | +1.17% | +59.13% | 0.66% | +0.72% | 0.45 | 7.46% | -350.42 | 30434.48 | 49.97% | 57.93% | 25.32% |
| 2024-05 | +2.09% | +57.29% | 0.66% | +0.48% | 0.44 | 7.48% | -428.97 | 30445.86 | 45.55% | 53.80% | 24.74% |
| 2024-04 | -1.06% | +54.07% | 0.66% | +0.24% | 0.35 | 7.48% | -549.72 | 30261.42 | 44.44% | 48.51% | 23.33% |
| 2024-03 | +2.36% | +55.72% | 0.66% | +0.24% | 0.45 | 7.49% | -575.17 | 31155.14 | 47.51% | 51.52% | 26.20% |
| 2024-02 | +1.70% | +52.13% | 0.66% | +0.24% | 0.38 | 7.44% | -614.34 | 31022.55 | 48.43% | 66.26% | 25.79% |
| 2024-01 | +0.35% | +49.59% | 0.66% | +0.48% | 0.34 | 7.43% | -704.93 | 31129.14 | 47.39% | 67.80% | 24.57% |
| 2023-12 | +1.99% | +49.07% | 0.66% | +0.60% | 0.39 | 7.59% | -460.36 | 31739.40 | 47.38% | 68.68% | 25.56% |
| 2023-11 | +2.54% | +46.16% | 0.66% | +0.84% | 0.28 | 7.68% | -418.81 | 31592.12 | 44.50% | 70.30% | 24.36% |
| 2023-10 | -1.74% | +42.54% | 0.66% | +0.72% | 0.18 | 7.62% | -466.23 | 31238.41 | 41.80% | 72.93% | 20.59% |
| 2023-09 | -1.38% | +45.06% | 0.66% | +0.36% | 0.26 | 7.65% | -400.92 | 32277.02 | 40.29% | 67.83% | 20.69% |
| 2023-08 | -0.35% | +47.09% | 0.66% | +0.24% | 0.34 | 7.61% | -730.73 | 33149.38 | 41.11% | 67.62% | 22.61% |
| 2023-07 | +2.40% | +47.61% | 0.66% | +0.36% | 0.40 | 7.61% | -792.09 | 34023.63 | 40.50% | 64.34% | 21.79% |
| 2023-06 | +1.70% | +44.15% | 0.66% | +0.24% | 0.33 | 7.57% | -535.97 | 34025.28 | 42.82% | 65.91% | 21.67% |
| 2023-05 | +0.40% | +41.74% | 0.66% | +0.12% | 0.27 | 7.55% | -523.04 | 34002.60 | 41.27% | 61.97% | 23.20% |
| 2023-04 | +1.27% | +41.18% | 0.66% | +0.12% | 0.28 | 7.55% | -370.01 | 34405.40 | 43.52% | 57.11% | 21.52% |
| 2023-03 | +0.11% | +39.41% | 0.66% | +0.00% | 0.25 | 7.54% | -687.38 | 34360.51 | 40.87% | 55.79% | 22.17% |
| 2023-02 | -0.95% | +39.25% | 0.66% | +0.24% | 0.25 | 7.55% | -742.74 | 35030.73 | 40.59% | 55.60% | 21.71% |
| 2023-01 | +2.02% | +40.59% | 0.66% | +0.36% | 0.30 | 7.54% | -899.63 | 36127.63 | 41.38% | 53.08% | 25.86% |
| 2022-12 | -2.09% | +37.81% | 0.68% | +0.24% | 0.25 | 7.52% | -989.75 | 36323.82 | 40.31% | 50.40% | 21.38% |
| 2022-11 | +1.48% | +40.75% | 0.68% | +0.48% | 0.38 | 7.45% | -1025.60 | 38127.22 | 40.05% | 48.34% | 18.92% |
| 2022-10 | +1.74% | +38.69% | 0.68% | +0.24% | 0.34 | 7.43% | -770.93 | 38609.94 | 42.59% | 50.41% | 13.18% |
| 2022-09 | -4.04% | +36.32% | 0.68% | +0.36% | 0.28 | 7.42% | -655.02 | 38735.49 | 41.48% | 49.75% | 12.82% |
| 2022-08 | -1.50% | +42.06% | 0.68% | +0.48% | 0.50 | 7.15% | -1261.62 | 41053.35 | 46.39% | 50.85% | 14.18% |
| 2022-07 | +3.81% | +44.22% | 0.68% | +0.48% | 0.60 | 7.09% | -1367.67 | 42961.88 | 47.75% | 51.05% | 17.92% |
| 2022-06 | -4.08% | +38.93% | 0.68% | +0.24% | 0.47 | 6.95% | -1540.04 | 42753.40 | 53.48% | 58.09% | 18.29% |
| 2022-05 | -2.38% | +44.84% | 0.68% | +1.08% | 0.72 | 6.65% | -1079.65 | 46187.51 | 54.48% | 60.16% | 21.01% |
| 2022-04 | -1.98% | +48.37% | 0.68% | +0.96% | 0.89 | 6.53% | -1021.54 | 48458.02 | 52.36% | 58.35% | 21.03% |
| 2022-03 | +0.66% | +51.37% | 0.68% | +1.20% | 1.04 | 6.43% | -1500.88 | 50498.39 | 49.63% | 54.55% | 21.84% |
| 2022-02 | -0.80% | +50.38% | 0.68% | +1.20% | 1.03 | 6.43% | -1071.53 | 51702.67 | 55.26% | 58.83% | 20.19% |
| 2022-01 | -2.12% | +51.59% | 0.68% | +1.44% | 1.11 | 6.40% | -1371.76 | 53226.50 | 56.91% | 60.45% | 17.56% |
| 2021-12 | +1.68% | +54.87% | 0.70% | +1.80% | 1.27 | 6.28% | -841.94 | 55797.95 | 51.72% | 54.63% | 16.29% |
| 2021-11 | -0.02% | +52.31% | 0.70% | +1.68% | 1.22 | 6.27% | -807.31 | 55745.17 | 51.41% | 55.09% | 15.57% |
| 2021-10 | +2.53% | +52.34% | 0.70% | +1.92% | 1.24 | 6.26% | -449.41 | 56587.09 | 48.22% | 53.12% | 17.41% |
| 2021-09 | -1.61% | +48.59% | 0.70% | +1.92% | 1.14 | 6.21% | -212.34 | 33057.66 | 48.06% | 53.02% | 15.91% |
| 2021-08 | +0.88% | +51.02% | 0.70% | +2.28% | 1.25 | 6.15% | -315.62 | 33830.38 | 47.29% | 51.97% | 17.26% |
| 2021-07 | -0.15% | +49.70% | 0.70% | +2.52% | 1.22 | 6.15% | -129.33 | 33869.80 | 44.72% | 49.70% | 18.21% |
| 2021-06 | +0.61% | +49.92% | 0.70% | +2.64% | 1.28 | 6.18% | +84.22 | 34068.41 | 47.24% | 52.60% | 20.00% |
| 2021-05 | +0.92% | +49.01% | 0.70% | +2.64% | 1.25 | 6.20% | +118.53 | 33797.73 | 48.99% | 55.35% | 23.57% |
| 2021-04 | +2.25% | +47.66% | 0.70% | +2.76% | 1.23 | 6.20% | +158.82 | 33390.62 | 47.68% | 54.60% | 24.58% |
| 2021-03 | +1.75% | +44.41% | 0.70% | +2.64% | 1.16 | 6.16% | +364.10 | 32518.84 | 46.57% | 53.99% | 28.27% |
| 2021-02 | +0.60% | +41.92% | 0.70% | +2.88% | 1.11 | 6.18% | +300.49 | 31618.04 | 48.62% | 57.05% | 29.64% |
| 2021-01 | +1.18% | +41.08% | 0.70% | +2.40% | 1.08 | 6.20% | +474.34 | 31150.72 | 49.76% | 58.75% | 28.05% |
| 2020-12 | +1.93% | +39.43% | 0.71% | +2.28% | 1.00 | 6.31% | +850.91 | 30336.64 | 47.41% | 53.75% | 27.21% |
| 2020-11 | +3.42% | +36.79% | 0.71% | — | — | — | +567.49 | 28935.42 | 39.92% | 47.36% | 28.24% |
| 2020-10 | -0.10% | +32.27% | 0.71% | — | — | — | +323.63 | 27443.08 | 42.10% | 50.65% | 27.58% |
| 2020-09 | -1.18% | +32.40% | 0.71% | — | — | — | +361.76 | 27164.89 | 42.22% | 51.75% | 28.43% |
| 2020-08 | +2.52% | +33.98% | 0.71% | — | — | — | +487.97 | 27136.14 | 39.78% | 51.67% | 29.42% |
| 2020-07 | +2.51% | +30.69% | 0.71% | — | — | — | +280.85 | 26004.51 | 37.28% | 48.89% | 28.57% |
| 2020-06 | +0.42% | +27.49% | 0.71% | — | — | — | +324.87 | 25105.68 | 33.65% | 46.38% | 27.11% |
| 2020-05 | +1.58% | +26.96% | 0.71% | — | — | — | +304.82 | 24692.89 | 31.66% | 41.02% | 24.25% |
| 2020-04 | +4.75% | +24.98% | 0.71% | — | — | — | +222.47 | 24020.29 | 32.48% | 43.11% | 22.46% |
| 2020-03 | -8.57% | +19.31% | 0.71% | — | — | — | -588.04 | 22730.53 | 36.17% | 44.14% | 15.72% |
| 2020-02 | -1.99% | +30.50% | 0.71% | — | — | — | +317.38 | 25511.90 | 36.07% | 34.94% | 14.35% |
| 2020-01 | +0.73% | +33.15% | 0.71% | — | — | — | +527.20 | 25728.56 | 37.06% | 34.30% | 15.48% |
| 2019-12 | +0.73% | +32.18% | 0.72% | — | — | — | +713.23 | 25033.67 | 37.98% | 34.70% | 14.14% |
| 2019-11 | +1.12% | +31.22% | 0.72% | — | — | — | +413.69 | 24155.44 | 38.35% | 34.24% | 13.28% |
| 2019-10 | +1.13% | +29.77% | 0.72% | — | — | — | +346.59 | 23489.58 | 39.55% | 35.50% | 15.08% |
| 2019-09 | +1.37% | +28.32% | 0.72% | — | — | — | +404.95 | 22896.31 | 41.76% | 38.23% | 13.79% |
| 2019-08 | -0.24% | +26.59% | 0.72% | — | — | — | +343.07 | 22199.17 | 43.35% | 37.12% | 14.26% |
| 2019-07 | +1.38% | +26.89% | 0.72% | — | — | — | +424.44 | 21921.54 | 39.29% | 34.25% | 14.06% |
| 2019-06 | +1.87% | +25.16% | 0.72% | — | — | — | +359.75 | 21215.09 | 39.56% | 33.96% | 13.63% |
| 2019-05 | -1.31% | +22.87% | 0.72% | — | — | — | +293.20 | 20483.13 | 31.44% | 23.50% | 13.99% |
| 2019-04 | +2.08% | +24.50% | 0.72% | — | — | — | +265.80 | 20469.09 | 38.25% | 28.61% | 14.24% |
| 2019-03 | +0.93% | +21.96% | 0.72% | — | — | — | +193.86 | 19800.41 | 40.19% | 30.96% | 14.89% |
| 2019-02 | +1.49% | +20.84% | 0.72% | — | — | — | +58.04 | 19436.96 | 39.91% | 29.14% | 14.51% |
| 2019-01 | +3.85% | +19.06% | 0.72% | — | — | — | -34.49 | 19104.82 | 38.79% | 27.14% | 15.61% |
| 2018-12 | -2.56% | +14.65% | 0.75% | — | — | — | +115.42 | 18441.47 | 40.04% | 32.56% | 18.87% |
| 2018-11 | -0.11% | +17.66% | 0.75% | — | — | — | +210.78 | 18819.79 | 36.73% | 26.11% | 18.88% |
| 2018-10 | -2.23% | +17.79% | 0.75% | — | — | — | +252.68 | 18641.21 | 38.67% | 29.04% | 17.50% |
| 2018-09 | -0.06% | +20.48% | 0.75% | — | — | — | +253.32 | 18820.58 | 38.03% | 28.65% | 14.91% |
| 2018-08 | +1.29% | +20.55% | 0.75% | — | — | — | +484.12 | 18589.07 | 36.01% | 27.70% | 15.28% |
| 2018-07 | +1.11% | +19.01% | 0.75% | — | — | — | +447.69 | 17881.64 | 35.72% | 26.21% | 16.22% |
| 2018-06 | -0.41% | +17.71% | 0.75% | — | — | — | +517.79 | 17252.67 | 31.83% | 23.22% | 14.74% |
| 2018-05 | +0.87% | +18.19% | 0.75% | — | — | — | +491.45 | 16817.59 | 36.09% | 26.65% | 13.78% |
| 2018-04 | +0.66% | +17.17% | 0.75% | — | — | — | +380.58 | 16196.87 | 35.51% | 26.87% | 13.88% |
| 2018-03 | -0.52% | +16.40% | 0.75% | — | — | — | +437.69 | 15724.14 | 34.26% | 24.23% | 12.75% |
| 2018-02 | -0.77% | +17.01% | 0.75% | — | — | — | +484.85 | 15377.22 | 33.55% | 23.02% | 10.73% |
| 2018-01 | +1.16% | +17.92% | 0.75% | — | — | — | +468.69 | 15014.86 | 34.31% | 23.60% | 10.02% |
| 2017-12 | +1.27% | +16.57% | 0.79% | — | — | — | +695.73 | 14386.74 | 34.55% | 23.45% | 18.03% |
| 2017-11 | +0.87% | +15.11% | 0.79% | — | — | — | +520.17 | 13523.56 | 33.86% | 22.45% | 16.51% |
| 2017-10 | +1.21% | +14.11% | 0.79% | — | — | — | +255.69 | 12897.49 | 33.93% | 24.23% | 18.06% |
| 2017-09 | +0.34% | +12.75% | 0.79% | — | — | — | +338.77 | 12497.52 | 33.56% | 25.91% | 18.56% |
| 2017-08 | +0.87% | +12.37% | 0.79% | — | — | — | +379.22 | 12124.92 | 33.58% | 26.40% | 18.96% |
| 2017-07 | +1.49% | +11.40% | 0.79% | — | — | — | +1.49 | 11650.61 | 33.80% | 27.62% | 19.86% |
| 2017-06 | -0.28% | +9.76% | 0.79% | — | — | — | +302.10 | 11487.78 | 33.71% | 27.23% | 15.97% |
| 2017-05 | +1.28% | +10.07% | 0.79% | — | — | — | +250.87 | 11224.59 | 32.75% | 28.13% | 18.61% |
| 2017-04 | +1.10% | +8.68% | 0.79% | — | — | — | +188.17 | 10841.11 | 31.58% | 26.79% | 17.86% |
| 2017-03 | +1.10% | +7.50% | 0.79% | — | — | — | +178.86 | 10543.19 | 32.23% | 28.15% | 18.46% |
| 2017-02 | +0.92% | +6.33% | 0.79% | — | — | — | +139.68 | 10258.10 | 31.37% | 28.63% | 20.42% |
| 2017-01 | +0.25% | +5.36% | 0.79% | — | — | — | +126.07 | 10032.18 | 33.75% | 33.20% | 27.75% |
| 2016-12 | +1.04% | +5.10% | — | — | — | — | +176.74 | 9888.12 | 33.04% | 33.78% | 28.52% |
| 2016-11 | +0.29% | +4.01% | — | — | — | — | +42.93 | 9617.09 | 34.38% | 40.07% | 30.68% |
| 2016-10 | +0.75% | +3.71% | — | — | — | — | +6.43 | 9553.12 | 38.67% | 39.46% | 31.79% |
| 2016-09 | -0.68% | +2.94% | — | — | — | — | +26.21 | 9481.76 | 36.15% | 35.93% | 28.25% |
| 2016-08 | +0.32% | +3.65% | — | — | — | — | -3.72 | 9527.19 | 34.55% | 34.74% | 26.74% |
| 2016-07 | +2.17% | +3.31% | — | — | — | — | -13.67 | 9506.98 | 34.17% | 35.08% | 26.79% |
| 2016-06 | -0.39% | +1.12% | — | — | — | — | -25.29 | 9324.26 | 36.62% | 40.56% | 33.79% |
| 2016-05 | +0.69% | +1.52% | — | — | — | — | -12.87 | 9392.42 | 34.75% | 34.78% | 30.18% |
| 2016-04 | +1.43% | +0.82% | — | — | — | — | -15.02 | 9347.60 | 35.04% | 36.79% | 32.65% |
| 2016-03 | +2.03% | -0.60% | — | — | — | — | -0.76 | 9237.04 | 36.90% | 37.50% | 32.89% |
| 2016-02 | -0.59% | -2.58% | — | — | — | — | +9.98 | 9059.83 | 35.32% | 38.18% | 35.53% |
| 2016-01 | -2.00% | -2.00% | — | — | — | — | -3.37 | 9110.10 | 35.96% | 34.42% | 32.43% |
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.