חודשים בטווח
115
אלטשולר שחם חיסכון לילד הלכה (11328)
נתונים היסטוריים מלאים עבור אלטשולר שחם חיסכון לילד הלכה (11328), 115 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 11328 | שם קרן: אלטשולר שחם חיסכון לילד הלכה | סיווג קרן: קופת גמל להשקעה - חסכון לילד | חברה שולטת: אלטשולר שחם פיננסים בע"מ | חברה מנהלת: אלטשולר שחם גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: הלכתי | תת התמחות: הלכה יהודית.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אלטשולר שחם חיסכון לילד הלכה (11328) ישירות למייל.
בחירת טווח זמן
תשואה חודשית אחרונה
+1.94%
תשואה מצטברת בטווח
+76.65%
| 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 | +1.94% | +76.65% | 0.01% | -1.44% | 0.63 | 6.82% | +1.82 | +667.33 | 1009.52 | 52.83% | 45.89% | 21.33% |
| 2026-07 | -0.62% | +73.29% | 0.01% | -2.16% | 0.56 | 6.78% | +1.67 | +665.51 | 988.50 | 52.74% | 44.41% | 20.35% |
| 2026-06 | -0.19% | +74.37% | 0.01% | — | 0.65 | 6.77% | +0.01 | +663.84 | 992.94 | 53.75% | 47.05% | 21.45% |
| 2026-05 | +2.04% | +74.70% | 0.01% | -1.92% | 0.67 | 6.76% | +1.29 | +663.83 | 994.84 | 51.82% | 46.45% | 21.18% |
| 2026-04 | +4.44% | +71.21% | 0.01% | -2.76% | 0.60 | 6.73% | +0.47 | +662.54 | 973.66 | 49.23% | 44.49% | 20.18% |
| 2026-03 | -3.33% | +63.93% | 0.01% | -3.00% | 0.44 | 6.52% | +1.04 | +662.07 | 931.82 | 46.74% | 39.26% | 16.40% |
| 2026-02 | -0.15% | +69.58% | 0.01% | -2.88% | 0.73 | 6.31% | -0.83 | +661.03 | 962.92 | 48.09% | 41.80% | 18.86% |
| 2026-01 | +1.79% | +69.83% | 0.01% | -2.52% | 0.77 | 6.30% | -1.25 | +661.86 | 965.19 | 47.02% | 42.59% | 19.17% |
| 2025-12 | -0.10% | +66.84% | 0.01% | -2.52% | 0.72 | 6.28% | -1.17 | +663.11 | 949.35 | 47.46% | 41.63% | 18.65% |
| 2025-11 | +0.45% | +67.01% | 0.01% | -2.40% | 0.78 | 6.30% | +1.99 | +664.28 | 951.43 | 45.65% | 44.72% | 22.85% |
| 2025-10 | +1.30% | +66.26% | 0.01% | -2.04% | 0.83 | 6.40% | -1.84 | +662.29 | 945.10 | 43.34% | 40.77% | 21.37% |
| 2025-09 | +2.41% | +64.13% | 0.01% | -2.28% | 0.78 | 6.41% | +2.57 | +664.13 | 934.77 | 48.28% | 47.46% | 23.53% |
| 2025-08 | +1.25% | +60.27% | 0.01% | -2.28% | 0.65 | 6.40% | -0.21 | +661.56 | 910.23 | 47.33% | 49.71% | 18.23% |
| 2025-07 | +0.72% | +58.29% | 0.01% | -2.40% | 0.64 | 6.44% | +1.14 | +661.77 | 899.19 | 44.26% | 72.77% | 21.22% |
| 2025-06 | +2.94% | +57.16% | 0.01% | -2.40% | 0.66 | 6.50% | +0.61 | +660.63 | 891.57 | 49.90% | 58.49% | 16.81% |
| 2025-05 | +2.97% | +52.67% | 0.01% | -1.56% | 0.55 | 6.40% | +2.25 | +660.02 | 865.47 | 46.41% | 52.72% | 23.49% |
| 2025-04 | +0.50% | +48.27% | 0.01% | -1.56% | 0.45 | 6.34% | -3.31 | +657.77 | 838.33 | 45.84% | 48.12% | 19.13% |
| 2025-03 | -1.13% | +47.53% | 0.01% | -1.32% | 0.51 | 6.64% | -6.94 | +661.08 | 837.36 | 47.41% | 47.61% | 18.24% |
| 2025-02 | -1.08% | +49.21% | 0.01% | -1.32% | 0.43 | 7.67% | -4.73 | +668.02 | 853.93 | 46.81% | 57.03% | 21.79% |
| 2025-01 | +1.09% | +50.84% | 0.01% | -0.48% | 0.48 | 7.74% | -4.94 | +672.75 | 868.08 | 46.39% | 56.92% | 23.69% |
| 2024-12 | -0.35% | +49.22% | 0.01% | -0.48% | 0.46 | 7.73% | -1.49 | +677.69 | 863.64 | 46.49% | 57.39% | 22.36% |
| 2024-11 | +1.45% | +49.74% | 0.01% | -0.24% | 0.51 | 7.73% | +2.72 | +679.18 | 868.08 | 49.88% | 59.53% | 22.27% |
| 2024-10 | -0.29% | +47.60% | 0.01% | +0.00% | 0.48 | 7.72% | -5.04 | +676.46 | 853.03 | 47.63% | 53.00% | 22.32% |
| 2024-09 | +2.09% | +48.03% | 0.01% | +0.00% | 0.54 | 7.72% | -3.32 | +681.50 | 860.59 | 48.79% | 53.99% | 23.92% |
| 2024-08 | +0.82% | +45.00% | 0.01% | — | 0.46 | 7.70% | +4.19 | +684.82 | 846.24 | 49.95% | 55.49% | 23.47% |
| 2024-07 | +0.66% | +43.82% | 0.01% | -0.12% | 0.45 | 7.70% | +5.12 | +680.63 | 835.25 | 51.01% | 50.51% | 22.27% |
| 2024-06 | +1.40% | +42.88% | 0.01% | +0.60% | 0.46 | 7.72% | +6.99 | +675.51 | 824.67 | 50.38% | 55.75% | 25.32% |
| 2024-05 | +2.28% | +40.90% | 0.01% | +0.36% | 0.44 | 7.73% | +5.20 | +668.52 | 806.36 | 51.15% | 63.13% | 24.10% |
| 2024-04 | -1.24% | +37.76% | 0.01% | +0.00% | 0.34 | 7.74% | +5.41 | +663.32 | 783.37 | 46.79% | 50.62% | 22.81% |
| 2024-03 | +2.41% | +39.49% | 0.01% | -0.12% | 0.45 | 7.74% | +2.34 | +657.91 | 787.68 | 50.26% | 56.32% | 26.18% |
| 2024-02 | +1.73% | +36.21% | 0.01% | -0.12% | 0.37 | 7.69% | +6.18 | +655.57 | 766.84 | 49.71% | 54.41% | 25.46% |
| 2024-01 | +0.19% | +33.89% | 0.01% | +0.12% | 0.33 | 7.68% | +7.10 | +649.39 | 747.68 | 48.84% | 57.08% | 23.97% |
| 2023-12 | +2.36% | +33.64% | 0.01% | +0.12% | 0.38 | 7.81% | +7.04 | +642.29 | 739.19 | 50.35% | 59.00% | 25.48% |
| 2023-11 | +2.94% | +30.56% | 0.01% | +0.48% | 0.27 | 7.84% | +6.73 | +635.25 | 715.23 | 46.98% | 57.98% | 24.06% |
| 2023-10 | -1.59% | +26.83% | 0.01% | +0.12% | 0.16 | 7.76% | +7.30 | +628.52 | 688.23 | 44.46% | 61.45% | 19.81% |
| 2023-09 | -1.43% | +28.88% | 0.01% | -0.12% | 0.22 | 7.79% | +7.40 | +621.22 | 691.96 | 42.03% | 56.04% | 20.48% |
| 2023-08 | -0.35% | +30.75% | 0.01% | -0.36% | 0.31 | 7.75% | +7.02 | +613.82 | 694.57 | 41.55% | 54.46% | 22.14% |
| 2023-07 | +2.49% | +31.21% | 0.01% | -0.24% | 0.35 | 7.75% | +6.87 | +606.80 | 689.85 | 41.51% | 52.61% | 21.52% |
| 2023-06 | +1.78% | +28.02% | 0.01% | -0.36% | 0.28 | 7.70% | +7.22 | +599.93 | 666.34 | 43.82% | 54.20% | 21.51% |
| 2023-05 | +0.47% | +25.78% | 0.01% | -0.60% | 0.21 | 7.68% | +7.28 | +592.71 | 647.64 | 44.40% | 52.68% | 23.11% |
| 2023-04 | +1.65% | +25.19% | 0.01% | -0.48% | 0.22 | 7.69% | +6.62 | +585.43 | 637.37 | 47.11% | 48.38% | 23.35% |
| 2023-03 | +0.54% | +23.16% | 0.01% | -0.84% | 0.17 | 7.66% | +7.23 | +578.81 | 620.55 | 44.22% | 46.16% | 21.83% |
| 2023-02 | -0.75% | +22.50% | 0.01% | -0.72% | 0.16 | 7.67% | +7.43 | +571.58 | 609.99 | 44.81% | 48.37% | 20.75% |
| 2023-01 | +2.35% | +23.42% | 0.01% | -0.60% | 0.19 | 7.67% | +6.95 | +564.15 | 607.21 | 44.38% | 46.06% | 25.49% |
| 2022-12 | -2.04% | +20.59% | 0.00% | -0.72% | 0.12 | 7.62% | +7.30 | +557.20 | 586.43 | 42.54% | 43.11% | 20.42% |
| 2022-11 | +2.06% | +23.10% | 0.00% | -0.48% | 0.24 | 7.56% | +6.78 | +549.90 | 591.16 | 42.57% | 43.44% | 18.60% |
| 2022-10 | +2.03% | +20.62% | 0.00% | -0.96% | 0.17 | 7.52% | +7.72 | +543.12 | 572.54 | 44.57% | 45.14% | 12.21% |
| 2022-09 | -4.18% | +18.22% | 0.00% | -0.84% | 0.10 | 7.48% | +7.34 | +535.40 | 553.43 | 44.00% | 45.18% | 11.84% |
| 2022-08 | -1.75% | +23.37% | 0.00% | -0.60% | 0.32 | 7.21% | +7.14 | +528.06 | 570.07 | 47.09% | 46.00% | 12.92% |
| 2022-07 | +4.38% | +25.57% | 0.00% | -0.72% | 0.42 | 7.15% | +7.49 | +520.92 | 573.14 | 49.17% | 51.65% | 17.58% |
| 2022-06 | -4.49% | +20.30% | 0.00% | -1.08% | 0.25 | 6.92% | +7.23 | +513.43 | 541.80 | 53.98% | 57.78% | 17.58% |
| 2022-05 | -2.43% | +25.96% | 0.00% | -0.36% | 0.49 | 6.60% | +6.93 | +506.20 | 559.55 | 56.39% | 60.66% | 19.01% |
| 2022-04 | -2.79% | +29.10% | 0.00% | -0.36% | 0.65 | 6.48% | +6.91 | +499.27 | 566.25 | 54.74% | 59.59% | 19.89% |
| 2022-03 | +0.87% | +32.80% | 0.00% | +0.00% | 0.85 | 6.32% | +7.03 | +492.36 | 575.33 | 49.38% | 53.14% | 21.17% |
| 2022-02 | -1.32% | +31.66% | 0.00% | -0.24% | 0.82 | 6.31% | +7.10 | +485.33 | 563.39 | 54.50% | 57.59% | 19.98% |
| 2022-01 | -2.37% | +33.42% | 0.00% | +0.00% | 0.91 | 6.26% | +6.36 | +478.23 | 563.69 | 56.16% | 59.29% | 16.76% |
| 2021-12 | +1.18% | +36.66% | 0.00% | — | — | — | +5.95 | +471.87 | 570.86 | 50.78% | 52.51% | 14.75% |
| 2021-11 | -0.15% | +35.06% | 0.00% | — | — | — | +6.40 | +465.92 | 558.20 | 50.31% | 52.92% | 14.15% |
| 2021-10 | +2.60% | +35.26% | 0.00% | — | — | — | +7.17 | +459.52 | 552.71 | 46.38% | 49.97% | 16.14% |
| 2021-09 | -1.80% | +31.84% | 0.00% | — | — | — | +7.36 | +452.35 | 531.71 | 45.89% | 48.31% | 14.70% |
| 2021-08 | +0.69% | +34.25% | 0.00% | — | — | — | +7.31 | +444.99 | 534.10 | 46.17% | 48.27% | 16.65% |
| 2021-07 | -0.04% | +33.33% | 0.00% | — | — | — | +7.26 | +437.68 | 523.05 | 43.91% | 46.20% | 17.76% |
| 2021-06 | +0.62% | +33.39% | 0.00% | — | — | — | +7.02 | +430.42 | 516.02 | 46.54% | 49.85% | 19.42% |
| 2021-05 | +0.66% | +32.56% | 0.00% | — | — | — | +7.54 | +423.40 | 505.81 | 48.35% | 52.70% | 22.98% |
| 2021-04 | +2.09% | +31.70% | 0.00% | — | — | — | +7.53 | +415.86 | 494.96 | 47.01% | 51.94% | 23.94% |
| 2021-03 | +1.34% | +29.00% | 0.00% | — | — | — | +7.53 | +408.33 | 477.41 | 45.61% | 50.58% | 26.28% |
| 2021-02 | +0.40% | +27.29% | 0.00% | — | — | — | +7.65 | +400.80 | 463.61 | 48.21% | 53.77% | 27.87% |
| 2021-01 | +1.17% | +26.79% | 0.00% | — | — | — | +7.50 | +393.15 | 454.28 | 49.28% | 55.50% | 26.53% |
| 2020-12 | +1.69% | +25.32% | 0.00% | — | — | — | +7.60 | +385.65 | 441.70 | 47.41% | 50.78% | 25.57% |
| 2020-11 | +3.10% | +23.24% | 0.00% | — | — | — | +7.40 | +378.05 | 426.84 | 39.60% | 43.99% | 26.76% |
| 2020-10 | -0.34% | +19.53% | 0.00% | — | — | — | +7.51 | +370.65 | 406.80 | 41.50% | 46.61% | 25.73% |
| 2020-09 | -1.27% | +19.94% | 0.00% | — | — | — | +7.58 | +363.14 | 400.76 | 41.54% | 47.30% | 26.39% |
| 2020-08 | +2.33% | +21.48% | 0.00% | — | — | — | +7.23 | +355.56 | 398.29 | 39.15% | 48.10% | 27.77% |
| 2020-07 | +2.37% | +18.72% | 0.00% | — | — | — | +7.39 | +348.33 | 382.09 | 36.44% | 44.67% | 27.08% |
| 2020-06 | +0.59% | +15.97% | 0.00% | — | — | — | +7.23 | +340.94 | 365.99 | 32.79% | 41.32% | 25.31% |
| 2020-05 | +1.90% | +15.29% | 0.00% | — | — | — | +7.19 | +333.71 | 356.65 | 30.59% | 35.96% | 22.43% |
| 2020-04 | +4.92% | +13.14% | 0.00% | — | — | — | +7.28 | +326.52 | 342.92 | 31.72% | 39.16% | 19.71% |
| 2020-03 | -8.19% | +7.83% | 0.00% | — | — | — | +7.65 | +319.24 | 319.87 | 35.20% | 40.64% | 12.69% |
| 2020-02 | -2.23% | +17.45% | 0.00% | — | — | — | +7.18 | +311.59 | 339.56 | 35.23% | 33.01% | 11.77% |
| 2020-01 | +0.71% | +20.13% | 0.00% | — | — | — | +7.46 | +304.41 | 340.18 | 36.54% | 32.99% | 13.79% |
| 2019-12 | +0.91% | +19.28% | 0.00% | — | — | — | +7.24 | +296.95 | 330.43 | 37.43% | 33.29% | 11.79% |
| 2019-11 | +1.20% | +18.21% | 0.00% | — | — | — | +6.81 | +289.71 | 320.26 | 37.48% | 32.81% | 11.45% |
| 2019-10 | +1.18% | +16.81% | 0.00% | — | — | — | +7.01 | +282.90 | 309.71 | 39.57% | 34.48% | 12.96% |
| 2019-09 | +1.28% | +15.44% | 0.00% | — | — | — | +6.80 | +275.89 | 299.12 | 41.66% | 36.89% | 11.87% |
| 2019-08 | -0.48% | +13.99% | 0.00% | — | — | — | +6.97 | +269.09 | 288.62 | 43.30% | 36.54% | 11.85% |
| 2019-07 | +1.38% | +14.54% | 0.00% | — | — | — | +13.95 | +262.12 | 283.02 | 38.32% | 29.23% | 12.21% |
| 2019-06 | +1.78% | +12.98% | 0.00% | — | — | — | +6.87 | +248.17 | 265.38 | 38.75% | 28.70% | 11.91% |
| 2019-05 | -1.66% | +11.00% | 0.00% | — | — | — | +13.83 | +241.30 | 254.00 | 29.86% | 17.15% | 12.00% |
| 2019-04 | +2.05% | +12.87% | 0.00% | — | — | — | +6.87 | +227.47 | 244.27 | 36.48% | 22.26% | 12.39% |
| 2019-03 | +0.73% | +10.61% | 0.00% | — | — | — | +6.82 | +220.60 | 232.61 | 39.36% | 26.33% | 12.71% |
| 2019-02 | +1.46% | +9.81% | 0.00% | — | — | — | +13.50 | +213.78 | 224.14 | 37.58% | 24.00% | 11.61% |
| 2019-01 | +3.57% | +8.23% | 0.00% | — | — | — | +6.75 | +200.28 | 207.59 | 37.05% | 19.89% | 13.48% |
| 2018-12 | -2.17% | +4.49% | 0.00% | — | — | — | +6.29 | +193.53 | 193.85 | 34.41% | 23.86% | 15.81% |
| 2018-11 | -0.28% | +6.81% | 0.00% | — | — | — | +6.64 | +187.24 | 191.70 | 31.44% | 17.67% | 17.29% |
| 2018-10 | -2.14% | +7.11% | 0.00% | — | — | — | +13.77 | +180.60 | 185.54 | 32.29% | 18.91% | 16.00% |
| 2018-09 | -0.11% | +9.45% | 0.00% | — | — | — | +6.66 | +166.83 | 175.56 | 33.03% | 20.75% | 13.83% |
| 2018-08 | +0.93% | +9.58% | 0.00% | — | — | — | +6.58 | +160.17 | 169.08 | 32.33% | 20.28% | 14.34% |
| 2018-07 | +1.19% | +8.57% | 0.00% | — | — | — | +6.51 | +153.59 | 160.94 | 31.94% | 18.73% | 15.55% |
| 2018-06 | -0.64% | +7.29% | 0.00% | — | — | — | +6.87 | +147.08 | 152.60 | 27.52% | 15.28% | 11.71% |
| 2018-05 | +0.74% | +7.98% | 0.00% | — | — | — | +6.46 | +140.21 | 146.73 | 31.94% | 19.93% | 10.97% |
| 2018-04 | +0.47% | +7.19% | 0.00% | — | — | — | +6.41 | +133.75 | 139.26 | 31.62% | 19.52% | 11.04% |
| 2018-03 | -0.59% | +6.69% | 0.00% | — | — | — | +6.59 | +127.34 | 132.23 | 30.02% | 17.13% | 10.14% |
| 2018-02 | -0.79% | +7.32% | 0.00% | — | — | — | +6.33 | +120.75 | 126.44 | 29.28% | 15.79% | 8.45% |
| 2018-01 | +1.25% | +8.17% | 0.00% | — | — | — | +6.40 | +114.42 | 121.06 | 30.80% | 17.29% | 7.15% |
| 2017-12 | +0.94% | +6.84% | — | — | — | — | +6.37 | +108.02 | 113.24 | 30.77% | 16.55% | 11.83% |
| 2017-11 | +0.65% | +5.84% | — | — | — | — | +6.32 | +101.65 | 105.86 | 29.69% | 15.47% | 10.50% |
| 2017-10 | +1.01% | +5.16% | — | — | — | — | +6.24 | +95.33 | 98.87 | 32.41% | 17.80% | 14.02% |
| 2017-09 | +0.52% | +4.11% | — | — | — | — | +6.22 | +89.09 | 91.68 | 31.86% | 19.20% | 12.28% |
| 2017-08 | +0.64% | +3.57% | — | — | — | — | +6.43 | +82.87 | 85.02 | 31.64% | 18.20% | 13.51% |
| 2017-07 | +1.21% | +2.91% | — | — | — | — | +6.50 | +76.44 | 78.09 | 29.59% | 18.45% | 12.46% |
| 2017-06 | -0.92% | +1.68% | — | — | — | — | +37.72 | +69.94 | 70.79 | 32.01% | 20.16% | 20.47% |
| 2017-05 | +0.83% | +2.62% | — | — | — | — | +17.63 | +32.22 | 33.56 | 22.20% | 15.91% | 7.72% |
| 2017-04 | +0.94% | +1.78% | — | — | — | — | +3.67 | +14.59 | 15.76 | 30.96% | 24.56% | 9.01% |
| 2017-03 | +0.42% | +0.83% | — | — | — | — | +8.41 | +10.92 | 11.96 | 27.84% | 22.66% | 6.52% |
| 2017-02 | +0.41% | +0.41% | — | — | — | — | +2.51 | +2.51 | 3.54 | 28.25% | 24.01% | 10.45% |
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.