חודשים בטווח
115
אלטשולר שחם חיסכון לילד לחוסכים המעדיפים סיכון מוגבר (11327)
נתונים היסטוריים מלאים עבור אלטשולר שחם חיסכון לילד לחוסכים המעדיפים סיכון מוגבר (11327), 115 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 11327 | שם קרן: אלטשולר שחם חיסכון לילד לחוסכים המעדיפים סיכון מוגבר | 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: מודל חכ"מ אחר | תת התמחות: חיסכון לילד -חוסכים המעדיפים סיכון גבוה.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אלטשולר שחם חיסכון לילד לחוסכים המעדיפים סיכון מוגבר (11327) ישירות למייל.
בחירת טווח זמן
תשואה חודשית אחרונה
+3.32%
תשואה מצטברת בטווח
+166.00%
| 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 | +3.32% | +166.00% | 0.01% | -2.16% | 0.80 | 12.34% | +18.40 | +4750.83 | 8693.41 | 97.41% | 61.30% | 29.98% |
| 2026-07 | -0.32% | +157.45% | 0.01% | -3.72% | 0.73 | 12.29% | +12.43 | +4732.43 | 8395.98 | 97.32% | 57.14% | 28.54% |
| 2026-06 | -0.78% | +158.28% | 0.01% | — | 0.79 | 12.29% | +17.25 | +4720.00 | 8410.61 | 104.03% | 66.38% | 32.42% |
| 2026-05 | +2.86% | +160.31% | 0.01% | -3.72% | 0.80 | 12.28% | +22.63 | +4702.75 | 8459.93 | 97.58% | 68.19% | 32.47% |
| 2026-04 | +8.43% | +153.07% | 0.01% | -5.16% | 0.75 | 12.24% | +15.51 | +4680.12 | 8202.40 | 95.93% | 66.90% | 32.56% |
| 2026-03 | -5.49% | +133.40% | 0.01% | -5.52% | 0.59 | 11.83% | +30.03 | +4664.61 | 7550.78 | 95.03% | 57.08% | 25.70% |
| 2026-02 | -0.77% | +146.96% | 0.01% | -5.52% | 0.85 | 11.51% | +30.24 | +4634.58 | 7958.75 | 97.90% | 63.38% | 29.31% |
| 2026-01 | +3.05% | +148.87% | 0.01% | -4.68% | 0.91 | 11.49% | +32.83 | +4604.34 | 7990.39 | 93.99% | 66.43% | 30.05% |
| 2025-12 | +0.12% | +141.51% | 0.01% | -4.80% | 0.85 | 11.46% | +31.85 | +4571.51 | 7721.22 | 98.28% | 66.75% | 29.96% |
| 2025-11 | +0.82% | +141.22% | 0.01% | -4.32% | 0.90 | 11.51% | +38.75 | +4539.66 | 7680.03 | 95.45% | 68.09% | 33.72% |
| 2025-10 | +1.66% | +139.26% | 0.01% | -3.84% | 0.95 | 11.87% | +27.74 | +4500.91 | 7577.42 | 91.76% | 69.72% | 35.00% |
| 2025-09 | +4.10% | +135.35% | 0.01% | -4.20% | 0.92 | 11.88% | +36.93 | +4473.17 | 7425.89 | 97.79% | 75.24% | 35.58% |
| 2025-08 | +1.13% | +126.08% | 0.01% | -4.08% | 0.80 | 11.88% | +27.60 | +4436.24 | 7097.68 | 95.05% | 76.36% | 34.00% |
| 2025-07 | +1.59% | +123.55% | 0.01% | -3.96% | 0.82 | 12.03% | +43.57 | +4408.64 | 6991.15 | 96.26% | 83.45% | 37.15% |
| 2025-06 | +5.55% | +120.05% | 0.01% | -4.08% | 0.84 | 12.23% | +36.41 | +4365.07 | 6838.11 | 96.21% | 89.36% | 37.79% |
| 2025-05 | +6.40% | +108.48% | 0.01% | -2.52% | 0.72 | 12.05% | +39.53 | +4328.66 | 6443.02 | 92.08% | 81.53% | 35.11% |
| 2025-04 | +0.86% | +95.94% | 0.01% | -2.52% | 0.59 | 11.82% | +29.83 | +4289.13 | 6018.06 | 93.70% | 73.42% | 31.47% |
| 2025-03 | -3.02% | +94.27% | 0.01% | -2.28% | 0.64 | 12.30% | +37.75 | +4259.30 | 5935.63 | 95.28% | 75.41% | 32.96% |
| 2025-02 | -2.65% | +100.32% | 0.01% | -2.64% | 0.56 | 14.40% | +42.15 | +4221.55 | 6082.37 | 97.72% | 88.06% | 32.40% |
| 2025-01 | +2.71% | +105.78% | 0.01% | -1.80% | 0.59 | 14.71% | +58.20 | +4179.40 | 6206.72 | 93.31% | 88.01% | 37.08% |
| 2024-12 | -0.51% | +100.35% | 0.01% | -2.04% | 0.54 | 14.68% | +50.65 | +4121.20 | 5986.20 | 92.73% | 88.33% | 35.17% |
| 2024-11 | +2.45% | +101.37% | 0.01% | -1.56% | 0.59 | 14.68% | +45.89 | +4070.55 | 5966.07 | 96.67% | 93.27% | 35.17% |
| 2024-10 | -0.35% | +96.56% | 0.01% | -1.20% | 0.56 | 14.68% | +33.51 | +4024.66 | 5778.55 | 92.47% | 86.88% | 33.50% |
| 2024-09 | +3.60% | +97.25% | 0.01% | -1.44% | 0.60 | 14.69% | +36.49 | +3991.15 | 5765.43 | 90.87% | 92.17% | 41.75% |
| 2024-08 | +1.03% | +90.39% | 0.01% | — | 0.53 | 14.66% | +38.75 | +3954.66 | 5529.61 | 98.61% | 99.01% | 40.82% |
| 2024-07 | +1.01% | +88.45% | 0.01% | -1.32% | 0.52 | 14.69% | +48.22 | +3915.91 | 5435.43 | 97.13% | 85.58% | 37.53% |
| 2024-06 | +2.50% | +86.57% | 0.01% | -0.36% | 0.52 | 14.69% | +38.40 | +3867.69 | 5333.37 | 100.58% | 95.78% | 41.89% |
| 2024-05 | +3.27% | +82.02% | 0.01% | -0.84% | 0.50 | 14.73% | +33.38 | +3829.29 | 5165.61 | 94.77% | 89.64% | 42.09% |
| 2024-04 | -2.34% | +76.25% | 0.01% | -1.20% | 0.40 | 14.80% | +40.67 | +3795.91 | 4970.16 | 91.85% | 85.80% | 39.55% |
| 2024-03 | +4.50% | +80.48% | 0.01% | -1.44% | 0.51 | 14.80% | +33.05 | +3755.24 | 5047.15 | 97.19% | 97.48% | 45.78% |
| 2024-02 | +3.83% | +72.71% | 0.01% | -1.44% | 0.42 | 14.70% | +36.54 | +3722.19 | 4797.61 | 99.46% | 91.10% | 45.67% |
| 2024-01 | +0.67% | +66.33% | 0.01% | -1.08% | 0.36 | 14.65% | +41.07 | +3685.65 | 4584.74 | 97.70% | 88.68% | 43.84% |
| 2023-12 | +3.84% | +65.23% | 0.00% | -1.08% | 0.40 | 14.97% | +41.59 | +3644.58 | 4514.05 | 99.89% | 91.26% | 45.89% |
| 2023-11 | +4.32% | +59.12% | 0.00% | -0.60% | 0.28 | 15.22% | +36.82 | +3602.99 | 4306.82 | 99.55% | 90.16% | 46.42% |
| 2023-10 | -3.63% | +52.53% | 0.00% | -1.08% | 0.19 | 15.12% | +41.71 | +3566.17 | 4093.00 | 97.38% | 89.55% | 39.65% |
| 2023-09 | -2.23% | +58.27% | 0.00% | -1.80% | 0.25 | 15.25% | +40.42 | +3524.46 | 4204.51 | 93.64% | 81.44% | 40.01% |
| 2023-08 | -1.47% | +61.88% | 0.00% | -2.28% | 0.31 | 15.21% | +39.41 | +3484.04 | 4259.74 | 93.89% | 82.06% | 44.33% |
| 2023-07 | +4.75% | +64.30% | 0.00% | -1.80% | 0.38 | 15.23% | +43.88 | +3444.63 | 4282.24 | 91.58% | 79.66% | 42.67% |
| 2023-06 | +4.01% | +56.85% | 0.00% | -1.92% | 0.30 | 15.13% | +43.02 | +3400.75 | 4045.57 | 92.85% | 83.89% | 41.18% |
| 2023-05 | +0.13% | +50.80% | 0.00% | -2.52% | 0.22 | 15.06% | +43.32 | +3357.73 | 3848.60 | 90.14% | 82.55% | 44.53% |
| 2023-04 | +3.10% | +50.61% | 0.00% | -2.28% | 0.24 | 15.08% | +39.53 | +3314.41 | 3800.89 | 93.76% | 85.26% | 43.71% |
| 2023-03 | -0.08% | +46.08% | 0.00% | -2.64% | 0.19 | 15.04% | +39.64 | +3274.88 | 3648.25 | 87.71% | 80.94% | 41.61% |
| 2023-02 | -1.17% | +46.19% | 0.00% | -2.40% | 0.19 | 15.08% | +41.12 | +3235.24 | 3611.46 | 88.74% | 84.60% | 39.94% |
| 2023-01 | +4.14% | +47.93% | 0.00% | -2.28% | 0.21 | 15.09% | +41.41 | +3194.12 | 3613.36 | 86.43% | 81.24% | 48.70% |
| 2022-12 | -4.06% | +42.04% | 0.00% | -2.40% | 0.15 | 15.03% | +37.08 | +3152.71 | 3429.24 | 84.44% | 78.31% | 43.93% |
| 2022-11 | +3.73% | +48.06% | 0.00% | -1.92% | 0.26 | 14.91% | +38.24 | +3115.63 | 3535.44 | 86.57% | 76.78% | 39.64% |
| 2022-10 | +4.37% | +42.73% | 0.00% | -2.76% | 0.20 | 14.84% | +40.06 | +3077.39 | 3371.08 | 90.53% | 79.65% | 24.06% |
| 2022-09 | -7.87% | +36.76% | 0.00% | -2.52% | 0.12 | 14.77% | +40.57 | +3037.33 | 3190.36 | 94.74% | 85.33% | 24.75% |
| 2022-08 | -2.97% | +48.44% | 0.00% | -2.28% | 0.33 | 14.28% | +38.09 | +2996.76 | 3421.08 | 95.83% | 82.48% | 25.84% |
| 2022-07 | +7.64% | +52.98% | 0.00% | -2.16% | 0.41 | 14.19% | +38.88 | +2958.67 | 3488.01 | 95.29% | 82.05% | 31.75% |
| 2022-06 | -7.84% | +42.12% | 0.00% | -2.64% | 0.27 | 13.85% | +40.46 | +2919.79 | 3203.35 | 101.13% | 90.07% | 33.52% |
| 2022-05 | -3.95% | +54.21% | 0.00% | -1.32% | 0.48 | 13.33% | +41.12 | +2879.33 | 3430.83 | 100.00% | 99.50% | 34.68% |
| 2022-04 | -4.47% | +60.55% | 0.00% | -1.56% | 0.62 | 13.18% | +40.18 | +2838.21 | 3528.31 | 106.71% | 99.42% | 36.22% |
| 2022-03 | +1.09% | +68.07% | 0.00% | -0.96% | 0.77 | 12.96% | +45.05 | +2798.03 | 3650.34 | 99.79% | 91.33% | 39.32% |
| 2022-02 | -1.47% | +66.26% | 0.00% | -0.84% | 0.76 | 12.97% | +41.16 | +2752.98 | 3566.06 | 107.74% | 98.70% | 37.41% |
| 2022-01 | -4.00% | +68.74% | 0.00% | -0.12% | 0.83 | 12.94% | +45.48 | +2711.82 | 3577.11 | 116.96% | 108.95% | 30.34% |
| 2021-12 | +2.23% | +75.77% | 0.00% | — | — | — | +42.65 | +2666.34 | 3679.06 | 100.00% | 96.55% | 26.20% |
| 2021-11 | -0.30% | +71.93% | 0.00% | — | — | — | +43.28 | +2623.69 | 3555.25 | 100.00% | 98.31% | 25.76% |
| 2021-10 | +4.95% | +72.45% | 0.00% | — | — | — | +43.43 | +2580.41 | 3523.47 | 97.99% | 92.02% | 29.21% |
| 2021-09 | -3.55% | +64.32% | 0.00% | — | — | — | +43.11 | +2536.98 | 3315.97 | 100.00% | 94.31% | 27.56% |
| 2021-08 | +0.88% | +70.36% | 0.00% | — | — | — | +44.69 | +2493.87 | 3394.53 | 98.09% | 91.40% | 30.61% |
| 2021-07 | -0.64% | +68.88% | 0.00% | — | — | — | +44.47 | +2449.18 | 3319.57 | 94.27% | 88.76% | 33.49% |
| 2021-06 | +1.09% | +69.97% | 0.00% | — | — | — | +44.25 | +2404.71 | 3296.58 | 99.24% | 94.53% | 36.75% |
| 2021-05 | +0.85% | +68.13% | 0.00% | — | — | — | +44.18 | +2360.46 | 3216.47 | 100.00% | 98.57% | 43.41% |
| 2021-04 | +4.00% | +66.72% | 0.00% | — | — | — | +45.42 | +2316.28 | 3144.88 | 100.00% | 97.42% | 43.84% |
| 2021-03 | +2.19% | +60.30% | 0.00% | — | — | — | +43.68 | +2270.86 | 2979.57 | 98.93% | 95.24% | 54.64% |
| 2021-02 | +1.29% | +56.87% | 0.00% | — | — | — | +43.71 | +2227.18 | 2872.25 | 99.92% | 96.69% | 52.60% |
| 2021-01 | +2.15% | +54.87% | 0.00% | — | — | — | +44.04 | +2183.47 | 2794.09 | 100.00% | 99.54% | 50.44% |
| 2020-12 | +3.50% | +51.61% | 0.00% | — | — | — | +43.42 | +2139.43 | 2693.32 | 99.99% | 89.74% | 48.00% |
| 2020-11 | +7.32% | +46.48% | 0.00% | — | — | — | +42.09 | +2096.01 | 2559.72 | 97.42% | 84.28% | 48.90% |
| 2020-10 | -0.28% | +36.49% | 0.00% | — | — | — | +42.09 | +2053.92 | 2345.49 | 100.00% | 88.67% | 47.41% |
| 2020-09 | -2.30% | +36.88% | 0.00% | — | — | — | +41.99 | +2011.83 | 2311.02 | 100.00% | 89.37% | 48.74% |
| 2020-08 | +5.16% | +40.10% | 0.00% | — | — | — | +41.47 | +1969.84 | 2322.99 | 94.41% | 91.03% | 47.50% |
| 2020-07 | +5.81% | +33.22% | 0.00% | — | — | — | +40.91 | +1928.37 | 2168.69 | 93.87% | 82.07% | 45.00% |
| 2020-06 | +1.14% | +25.91% | 0.00% | — | — | — | +41.42 | +1887.46 | 2010.77 | 84.98% | 76.25% | 41.55% |
| 2020-05 | +2.57% | +24.49% | 0.00% | — | — | — | +41.55 | +1846.04 | 1947.28 | 79.51% | 64.66% | 36.41% |
| 2020-04 | +8.52% | +21.37% | 0.00% | — | — | — | +40.99 | +1804.49 | 1857.85 | 79.73% | 60.86% | 31.89% |
| 2020-03 | -16.17% | +11.84% | 0.00% | — | — | — | +38.45 | +1763.50 | 1673.49 | 88.49% | 61.99% | 22.98% |
| 2020-02 | -6.75% | +33.41% | 0.00% | — | — | — | +41.68 | +1725.05 | 1945.22 | 94.64% | 66.97% | 25.33% |
| 2020-01 | +1.02% | +43.07% | 0.00% | — | — | — | +42.88 | +1683.37 | 2044.98 | 90.51% | 60.19% | 27.98% |
| 2019-12 | +1.63% | +41.63% | 0.00% | — | — | — | +40.59 | +1640.49 | 1982.45 | 92.71% | 62.03% | 26.67% |
| 2019-11 | +2.56% | +39.36% | 0.00% | — | — | — | +39.57 | +1599.90 | 1910.55 | 92.98% | 60.14% | 25.50% |
| 2019-10 | +2.20% | +35.88% | 0.00% | — | — | — | +39.91 | +1560.33 | 1823.76 | 92.73% | 59.78% | 25.50% |
| 2019-09 | +2.60% | +32.95% | 0.00% | — | — | — | +39.24 | +1520.42 | 1745.02 | 99.16% | 67.23% | 22.40% |
| 2019-08 | -1.48% | +29.58% | 0.00% | — | — | — | +39.61 | +1481.18 | 1662.44 | 96.78% | 70.70% | 22.99% |
| 2019-07 | +1.12% | +31.53% | 0.00% | — | — | — | +74.81 | +1441.57 | 1647.37 | 92.27% | 64.28% | 21.87% |
| 2019-06 | +3.79% | +30.07% | 0.00% | — | — | — | +39.13 | +1366.76 | 1555.26 | 92.77% | 65.02% | 16.55% |
| 2019-05 | -3.37% | +25.32% | 0.00% | — | — | — | +74.39 | +1327.63 | 1460.84 | 78.72% | 51.34% | 16.07% |
| 2019-04 | +3.66% | +29.69% | 0.00% | — | — | — | +39.17 | +1253.24 | 1435.13 | 89.02% | 60.60% | 15.89% |
| 2019-03 | +0.80% | +25.11% | 0.00% | — | — | — | +38.90 | +1214.07 | 1346.69 | 94.73% | 64.49% | 16.15% |
| 2019-02 | +2.52% | +24.12% | 0.00% | — | — | — | +72.66 | +1175.17 | 1297.50 | 91.43% | 58.89% | 15.97% |
| 2019-01 | +7.42% | +21.07% | 0.00% | — | — | — | +38.38 | +1102.51 | 1194.75 | 90.87% | 55.86% | 20.37% |
| 2018-12 | -6.24% | +12.71% | 0.00% | — | — | — | +37.58 | +1064.13 | 1075.65 | 96.63% | 57.76% | 27.11% |
| 2018-11 | +0.25% | +20.21% | 0.00% | — | — | — | +37.92 | +1026.55 | 1107.46 | 85.81% | 49.57% | 33.35% |
| 2018-10 | -5.53% | +19.91% | 0.00% | — | — | — | +73.92 | +988.63 | 1066.02 | 97.05% | 58.00% | 30.94% |
| 2018-09 | -0.46% | +26.93% | 0.00% | — | — | — | +37.55 | +914.71 | 1050.29 | 98.03% | 59.67% | 24.26% |
| 2018-08 | +3.15% | +27.51% | 0.00% | — | — | — | +37.39 | +877.16 | 1017.52 | 93.34% | 55.74% | 25.64% |
| 2018-07 | +2.22% | +23.62% | 0.00% | — | — | — | +37.20 | +839.77 | 949.11 | 94.97% | 53.06% | 27.50% |
| 2018-06 | -0.95% | +20.94% | 0.00% | — | — | — | +37.12 | +802.57 | 891.85 | 83.27% | 44.97% | 23.80% |
| 2018-05 | +2.18% | +22.10% | 0.00% | — | — | — | +37.00 | +765.45 | 863.71 | 93.82% | 56.11% | 23.17% |
| 2018-04 | +1.62% | +19.49% | 0.00% | — | — | — | +36.88 | +728.45 | 809.53 | 92.39% | 54.11% | 21.24% |
| 2018-03 | -2.23% | +17.59% | 0.00% | — | — | — | +37.19 | +691.57 | 760.42 | 90.33% | 49.01% | 18.69% |
| 2018-02 | -1.48% | +20.27% | 0.00% | — | — | — | +36.51 | +654.38 | 740.62 | 88.62% | 45.24% | 16.26% |
| 2018-01 | +2.64% | +22.07% | 0.00% | — | — | — | +36.40 | +617.87 | 714.38 | 91.76% | 47.46% | 16.27% |
| 2017-12 | +2.15% | +18.93% | — | — | — | — | +36.02 | +581.47 | 660.41 | 95.41% | 46.27% | 46.46% |
| 2017-11 | +1.25% | +16.43% | — | — | — | — | +35.79 | +545.45 | 610.98 | 91.27% | 42.70% | 41.94% |
| 2017-10 | +2.57% | +14.99% | — | — | — | — | +35.65 | +509.66 | 567.64 | 88.71% | 45.59% | 45.57% |
| 2017-09 | +1.20% | +12.11% | — | — | — | — | +35.38 | +474.01 | 518.44 | 87.92% | 46.86% | 45.52% |
| 2017-08 | +1.02% | +10.78% | — | — | — | — | +35.35 | +438.63 | 477.27 | 87.73% | 45.04% | 44.84% |
| 2017-07 | +2.22% | +9.66% | — | — | — | — | +35.41 | +403.28 | 437.33 | 88.05% | 43.69% | 40.95% |
| 2017-06 | -0.58% | +7.28% | — | — | — | — | +83.44 | +367.87 | 393.24 | 88.81% | 45.35% | 41.03% |
| 2017-05 | +2.16% | +7.91% | — | — | — | — | +104.20 | +284.43 | 312.43 | 81.59% | 44.62% | 42.23% |
| 2017-04 | +1.05% | +5.63% | — | — | — | — | +34.82 | +180.23 | 202.78 | 80.24% | 43.02% | 39.08% |
| 2017-03 | +2.07% | +4.53% | — | — | — | — | +104.93 | +145.41 | 165.94 | 81.70% | 41.45% | 38.79% |
| 2017-02 | +2.41% | +2.41% | — | — | — | — | +40.48 | +40.48 | 59.68 | 78.62% | 42.21% | 39.75% |
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.