פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · גמל

אלטשולר שחם גמל לבני 50 עד 60 (9951)

נתונים היסטוריים מלאים עבור אלטשולר שחם גמל לבני 50 עד 60 (9951), 128 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 מדדים

בחירת טווח זמן

בחירת עמודות

חודשים בטווח 128
תשואה חודשית אחרונה +1.90%
תשואה מצטברת בטווח +100.32%
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 +1.90% +100.32% 0.64% -1.20% 0.73 6.21% -521.16 -21678.31 24234.40 50.07% 39.74% 21.12%
2026-07 -0.39% +96.59% 0.64% -1.80% 0.66 6.18% -602.55 -21157.15 24308.92 50.21% 37.81% 20.03%
2026-06 +0.03% +97.36% 0.64% — 0.72 6.17% -777.30 -20554.60 25018.72 51.24% 41.10% 21.07%
2026-05 +1.85% +97.30% 0.64% -1.92% 0.74 6.17% -698.58 -19777.30 25803.56 49.12% 41.30% 20.70%
2026-04 +3.96% +93.72% 0.64% -2.64% 0.68 6.14% -580.69 -19078.72 26039.70 46.85% 38.54% 19.77%
2026-03 -2.60% +86.34% 0.64% -2.64% 0.54 5.99% -758.51 -18498.03 25622.35 44.67% 33.35% 16.24%
2026-02 -0.11% +91.31% 0.64% -2.64% 0.80 5.85% -746.40 -17739.52 27092.63 46.37% 35.73% 17.84%
2026-01 +1.65% +91.52% 0.64% -2.28% 0.85 5.85% -659.92 -16993.12 27882.75 45.19% 36.94% 18.16%
2025-12 +0.04% +88.41% 0.65% -2.28% 0.80 5.83% -608.55 -16333.20 28094.89 45.58% 36.40% 17.77%
2025-11 +0.64% +88.34% 0.65% -2.04% 0.87 5.86% -487.53 -15724.65 28707.38 43.94% 37.32% 19.77%
2025-10 +1.19% +87.14% 0.65% -1.80% 0.91 6.00% -383.41 -15237.12 29029.10 42.53% 38.34% 20.55%
2025-09 +2.27% +84.94% 0.65% -1.92% 0.86 6.00% -507.08 -14853.71 29082.78 47.98% 43.89% 21.32%
2025-08 +1.19% +80.83% 0.65% -1.92% 0.74 6.00% -508.90 -14346.63 28953.61 46.79% 46.76% 20.88%
2025-07 +0.80% +78.71% 0.65% -1.92% 0.74 6.06% -578.42 -13837.73 29133.71 46.20% 53.69% 22.19%
2025-06 +3.15% +77.29% 0.65% -2.04% 0.76 6.12% -620.34 -13259.31 29494.20 48.70% 54.73% 22.49%
2025-05 +2.74% +71.88% 0.65% -1.20% 0.63 6.01% -533.66 -12638.97 29220.57 45.30% 48.53% 21.03%
2025-04 +0.66% +67.29% 0.65% -1.20% 0.53 5.95% -429.00 -12105.31 28978.59 43.80% 43.27% 19.18%
2025-03 -1.16% +66.19% 0.65% -0.96% 0.58 6.24% -434.14 -11676.31 29238.13 43.93% 43.58% 19.71%
2025-02 -0.73% +68.15% 0.65% -1.20% 0.48 7.43% -318.19 -11242.17 30032.08 43.86% 51.25% 21.33%
2025-01 +1.30% +69.38% 0.65% -0.36% 0.51 7.49% -319.61 -10923.98 30585.87 43.14% 53.22% 23.57%
2024-12 -0.23% +67.21% 0.66% -0.36% 0.48 7.48% -225.01 -10604.37 30524.53 43.47% 53.50% 22.54%
2024-11 +1.69% +67.59% 0.66% -0.12% 0.53 7.48% -164.33 -10379.36 30836.03 47.67% 54.82% 22.56%
2024-10 -0.05% +64.81% 0.66% +0.00% 0.48 7.46% -174.53 -10215.03 30502.91 46.05% 48.95% 22.28%
2024-09 +2.05% +64.89% 0.66% +0.00% 0.53 7.46% -246.91 -10040.50 30716.37 47.53% 50.92% 24.59%
2024-08 +0.77% +61.58% 0.66% — 0.45 7.44% -212.68 -9793.59 30360.50 49.99% 52.13% 23.61%
2024-07 +0.76% +60.34% 0.66% +0.12% 0.45 7.44% -290.92 -9580.91 30358.30 49.32% 45.64% 22.49%
2024-06 +1.17% +59.13% 0.66% +0.72% 0.45 7.46% -350.42 -9289.99 30434.48 49.97% 57.93% 25.32%
2024-05 +2.09% +57.29% 0.66% +0.48% 0.44 7.48% -428.97 -8939.57 30445.86 45.55% 53.80% 24.74%
2024-04 -1.06% +54.07% 0.66% +0.24% 0.35 7.48% -549.72 -8510.60 30261.42 44.44% 48.51% 23.33%
2024-03 +2.36% +55.72% 0.66% +0.24% 0.45 7.49% -575.17 -7960.88 31155.14 47.51% 51.52% 26.20%
2024-02 +1.70% +52.13% 0.66% +0.24% 0.38 7.44% -614.34 -7385.71 31022.55 48.43% 66.26% 25.79%
2024-01 +0.35% +49.59% 0.66% +0.48% 0.34 7.43% -704.93 -6771.37 31129.14 47.39% 67.80% 24.57%
2023-12 +1.99% +49.07% 0.66% +0.60% 0.39 7.59% -460.36 -6066.44 31739.40 47.38% 68.68% 25.56%
2023-11 +2.54% +46.16% 0.66% +0.84% 0.28 7.68% -418.81 -5606.08 31592.12 44.50% 70.30% 24.36%
2023-10 -1.74% +42.54% 0.66% +0.72% 0.18 7.62% -466.23 -5187.27 31238.41 41.80% 72.93% 20.59%
2023-09 -1.38% +45.06% 0.66% +0.36% 0.26 7.65% -400.92 -4721.04 32277.02 40.29% 67.83% 20.69%
2023-08 -0.35% +47.09% 0.66% +0.24% 0.34 7.61% -730.73 -4320.12 33149.38 41.11% 67.62% 22.61%
2023-07 +2.40% +47.61% 0.66% +0.36% 0.40 7.61% -792.09 -3589.39 34023.63 40.50% 64.34% 21.79%
2023-06 +1.70% +44.15% 0.66% +0.24% 0.33 7.57% -535.97 -2797.30 34025.28 42.82% 65.91% 21.67%
2023-05 +0.40% +41.74% 0.66% +0.12% 0.27 7.55% -523.04 -2261.33 34002.60 41.27% 61.97% 23.20%
2023-04 +1.27% +41.18% 0.66% +0.12% 0.28 7.55% -370.01 -1738.29 34405.40 43.52% 57.11% 21.52%
2023-03 +0.11% +39.41% 0.66% +0.00% 0.25 7.54% -687.38 -1368.28 34360.51 40.87% 55.79% 22.17%
2023-02 -0.95% +39.25% 0.66% +0.24% 0.25 7.55% -742.74 -680.90 35030.73 40.59% 55.60% 21.71%
2023-01 +2.02% +40.59% 0.66% +0.36% 0.30 7.54% -899.63 +61.84 36127.63 41.38% 53.08% 25.86%
2022-12 -2.09% +37.81% 0.68% +0.24% 0.25 7.52% -989.75 +961.47 36323.82 40.31% 50.40% 21.38%
2022-11 +1.48% +40.75% 0.68% +0.48% 0.38 7.45% -1025.60 +1951.22 38127.22 40.05% 48.34% 18.92%
2022-10 +1.74% +38.69% 0.68% +0.24% 0.34 7.43% -770.93 +2976.82 38609.94 42.59% 50.41% 13.18%
2022-09 -4.04% +36.32% 0.68% +0.36% 0.28 7.42% -655.02 +3747.75 38735.49 41.48% 49.75% 12.82%
2022-08 -1.50% +42.06% 0.68% +0.48% 0.50 7.15% -1261.62 +4402.77 41053.35 46.39% 50.85% 14.18%
2022-07 +3.81% +44.22% 0.68% +0.48% 0.60 7.09% -1367.67 +5664.39 42961.88 47.75% 51.05% 17.92%
2022-06 -4.08% +38.93% 0.68% +0.24% 0.47 6.95% -1540.04 +7032.06 42753.40 53.48% 58.09% 18.29%
2022-05 -2.38% +44.84% 0.68% +1.08% 0.72 6.65% -1079.65 +8572.10 46187.51 54.48% 60.16% 21.01%
2022-04 -1.98% +48.37% 0.68% +0.96% 0.89 6.53% -1021.54 +9651.75 48458.02 52.36% 58.35% 21.03%
2022-03 +0.66% +51.37% 0.68% +1.20% 1.04 6.43% -1500.88 +10673.29 50498.39 49.63% 54.55% 21.84%
2022-02 -0.80% +50.38% 0.68% +1.20% 1.03 6.43% -1071.53 +12174.17 51702.67 55.26% 58.83% 20.19%
2022-01 -2.12% +51.59% 0.68% +1.44% 1.11 6.40% -1371.76 +13245.70 53226.50 56.91% 60.45% 17.56%
2021-12 +1.68% +54.87% 0.70% +1.80% 1.27 6.28% -841.94 +14617.46 55797.95 51.72% 54.63% 16.29%
2021-11 -0.02% +52.31% 0.70% +1.68% 1.22 6.27% -807.31 +15459.40 55745.17 51.41% 55.09% 15.57%
2021-10 +2.53% +52.34% 0.70% +1.92% 1.24 6.26% -449.41 +16266.71 56587.09 48.22% 53.12% 17.41%
2021-09 -1.61% +48.59% 0.70% +1.92% 1.14 6.21% -212.34 +16716.12 33057.66 48.06% 53.02% 15.91%
2021-08 +0.88% +51.02% 0.70% +2.28% 1.25 6.15% -315.62 +16928.46 33830.38 47.29% 51.97% 17.26%
2021-07 -0.15% +49.70% 0.70% +2.52% 1.22 6.15% -129.33 +17244.08 33869.80 44.72% 49.70% 18.21%
2021-06 +0.61% +49.92% 0.70% +2.64% 1.28 6.18% +84.22 +17373.41 34068.41 47.24% 52.60% 20.00%
2021-05 +0.92% +49.01% 0.70% +2.64% 1.25 6.20% +118.53 +17289.19 33797.73 48.99% 55.35% 23.57%
2021-04 +2.25% +47.66% 0.70% +2.76% 1.23 6.20% +158.82 +17170.66 33390.62 47.68% 54.60% 24.58%
2021-03 +1.75% +44.41% 0.70% +2.64% 1.16 6.16% +364.10 +17011.84 32518.84 46.57% 53.99% 28.27%
2021-02 +0.60% +41.92% 0.70% +2.88% 1.11 6.18% +300.49 +16647.74 31618.04 48.62% 57.05% 29.64%
2021-01 +1.18% +41.08% 0.70% +2.40% 1.08 6.20% +474.34 +16347.25 31150.72 49.76% 58.75% 28.05%
2020-12 +1.93% +39.43% 0.71% +2.28% 1.00 6.31% +850.91 +15872.91 30336.64 47.41% 53.75% 27.21%
2020-11 +3.42% +36.79% 0.71% — — — +567.49 +15022.00 28935.42 39.92% 47.36% 28.24%
2020-10 -0.10% +32.27% 0.71% — — — +323.63 +14454.51 27443.08 42.10% 50.65% 27.58%
2020-09 -1.18% +32.40% 0.71% — — — +361.76 +14130.88 27164.89 42.22% 51.75% 28.43%
2020-08 +2.52% +33.98% 0.71% — — — +487.97 +13769.12 27136.14 39.78% 51.67% 29.42%
2020-07 +2.51% +30.69% 0.71% — — — +280.85 +13281.15 26004.51 37.28% 48.89% 28.57%
2020-06 +0.42% +27.49% 0.71% — — — +324.87 +13000.30 25105.68 33.65% 46.38% 27.11%
2020-05 +1.58% +26.96% 0.71% — — — +304.82 +12675.43 24692.89 31.66% 41.02% 24.25%
2020-04 +4.75% +24.98% 0.71% — — — +222.47 +12370.61 24020.29 32.48% 43.11% 22.46%
2020-03 -8.57% +19.31% 0.71% — — — -588.04 +12148.14 22730.53 36.17% 44.14% 15.72%
2020-02 -1.99% +30.50% 0.71% — — — +317.38 +12736.18 25511.90 36.07% 34.94% 14.35%
2020-01 +0.73% +33.15% 0.71% — — — +527.20 +12418.80 25728.56 37.06% 34.30% 15.48%
2019-12 +0.73% +32.18% 0.72% — — — +713.23 +11891.60 25033.67 37.98% 34.70% 14.14%
2019-11 +1.12% +31.22% 0.72% — — — +413.69 +11178.37 24155.44 38.35% 34.24% 13.28%
2019-10 +1.13% +29.77% 0.72% — — — +346.59 +10764.68 23489.58 39.55% 35.50% 15.08%
2019-09 +1.37% +28.32% 0.72% — — — +404.95 +10418.09 22896.31 41.76% 38.23% 13.79%
2019-08 -0.24% +26.59% 0.72% — — — +343.07 +10013.14 22199.17 43.35% 37.12% 14.26%
2019-07 +1.38% +26.89% 0.72% — — — +424.44 +9670.07 21921.54 39.29% 34.25% 14.06%
2019-06 +1.87% +25.16% 0.72% — — — +359.75 +9245.63 21215.09 39.56% 33.96% 13.63%
2019-05 -1.31% +22.87% 0.72% — — — +293.20 +8885.88 20483.13 31.44% 23.50% 13.99%
2019-04 +2.08% +24.50% 0.72% — — — +265.80 +8592.68 20469.09 38.25% 28.61% 14.24%
2019-03 +0.93% +21.96% 0.72% — — — +193.86 +8326.88 19800.41 40.19% 30.96% 14.89%
2019-02 +1.49% +20.84% 0.72% — — — +58.04 +8133.02 19436.96 39.91% 29.14% 14.51%
2019-01 +3.85% +19.06% 0.72% — — — -34.49 +8074.98 19104.82 38.79% 27.14% 15.61%
2018-12 -2.56% +14.65% 0.75% — — — +115.42 +8109.47 18441.47 40.04% 32.56% 18.87%
2018-11 -0.11% +17.66% 0.75% — — — +210.78 +7994.05 18819.79 36.73% 26.11% 18.88%
2018-10 -2.23% +17.79% 0.75% — — — +252.68 +7783.27 18641.21 38.67% 29.04% 17.50%
2018-09 -0.06% +20.48% 0.75% — — — +253.32 +7530.59 18820.58 38.03% 28.65% 14.91%
2018-08 +1.29% +20.55% 0.75% — — — +484.12 +7277.27 18589.07 36.01% 27.70% 15.28%
2018-07 +1.11% +19.01% 0.75% — — — +447.69 +6793.15 17881.64 35.72% 26.21% 16.22%
2018-06 -0.41% +17.71% 0.75% — — — +517.79 +6345.46 17252.67 31.83% 23.22% 14.74%
2018-05 +0.87% +18.19% 0.75% — — — +491.45 +5827.67 16817.59 36.09% 26.65% 13.78%
2018-04 +0.66% +17.17% 0.75% — — — +380.58 +5336.22 16196.87 35.51% 26.87% 13.88%
2018-03 -0.52% +16.40% 0.75% — — — +437.69 +4955.64 15724.14 34.26% 24.23% 12.75%
2018-02 -0.77% +17.01% 0.75% — — — +484.85 +4517.95 15377.22 33.55% 23.02% 10.73%
2018-01 +1.16% +17.92% 0.75% — — — +468.69 +4033.10 15014.86 34.31% 23.60% 10.02%
2017-12 +1.27% +16.57% 0.79% — — — +695.73 +3564.41 14386.74 34.55% 23.45% 18.03%
2017-11 +0.87% +15.11% 0.79% — — — +520.17 +2868.68 13523.56 33.86% 22.45% 16.51%
2017-10 +1.21% +14.11% 0.79% — — — +255.69 +2348.51 12897.49 33.93% 24.23% 18.06%
2017-09 +0.34% +12.75% 0.79% — — — +338.77 +2092.82 12497.52 33.56% 25.91% 18.56%
2017-08 +0.87% +12.37% 0.79% — — — +379.22 +1754.05 12124.92 33.58% 26.40% 18.96%
2017-07 +1.49% +11.40% 0.79% — — — +1.49 +1374.83 11650.61 33.80% 27.62% 19.86%
2017-06 -0.28% +9.76% 0.79% — — — +302.10 +1373.34 11487.78 33.71% 27.23% 15.97%
2017-05 +1.28% +10.07% 0.79% — — — +250.87 +1071.24 11224.59 32.75% 28.13% 18.61%
2017-04 +1.10% +8.68% 0.79% — — — +188.17 +820.37 10841.11 31.58% 26.79% 17.86%
2017-03 +1.10% +7.50% 0.79% — — — +178.86 +632.20 10543.19 32.23% 28.15% 18.46%
2017-02 +0.92% +6.33% 0.79% — — — +139.68 +453.34 10258.10 31.37% 28.63% 20.42%
2017-01 +0.25% +5.36% 0.79% — — — +126.07 +313.66 10032.18 33.75% 33.20% 27.75%
2016-12 +1.04% +5.10% — — — — +176.74 +187.59 9888.12 33.04% 33.78% 28.52%
2016-11 +0.29% +4.01% — — — — +42.93 +10.85 9617.09 34.38% 40.07% 30.68%
2016-10 +0.75% +3.71% — — — — +6.43 -32.08 9553.12 38.67% 39.46% 31.79%
2016-09 -0.68% +2.94% — — — — +26.21 -38.51 9481.76 36.15% 35.93% 28.25%
2016-08 +0.32% +3.65% — — — — -3.72 -64.72 9527.19 34.55% 34.74% 26.74%
2016-07 +2.17% +3.31% — — — — -13.67 -61.00 9506.98 34.17% 35.08% 26.79%
2016-06 -0.39% +1.12% — — — — -25.29 -47.33 9324.26 36.62% 40.56% 33.79%
2016-05 +0.69% +1.52% — — — — -12.87 -22.04 9392.42 34.75% 34.78% 30.18%
2016-04 +1.43% +0.82% — — — — -15.02 -9.17 9347.60 35.04% 36.79% 32.65%
2016-03 +2.03% -0.60% — — — — -0.76 +5.85 9237.04 36.90% 37.50% 32.89%
2016-02 -0.59% -2.58% — — — — +9.98 +6.61 9059.83 35.32% 38.18% 35.53%
2016-01 -2.00% -2.00% — — — — -3.37 -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.