חודשים בטווח
112
אלטשולר שחם חיסכון לילד לחוסכים המעדיפים סיכון מועט
נתונים היסטוריים מלאים עבור אלטשולר שחם חיסכון לילד לחוסכים המעדיפים סיכון מועט, 112 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 11325 | שם קרן: אלטשולר שחם חיסכון לילד לחוסכים המעדיפים סיכון מועט | 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 מועט.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אלטשולר שחם חיסכון לילד לחוסכים המעדיפים סיכון מועט ישירות למייל.
תשואה חודשית אחרונה
+1.48%
תשואה מצטברת מההתחלה
+57.14%
| 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 | +1.48% | +57.14% | 0.01% | -0.72% | 0.60 | 4.17% | +1.97 | 1180.24 | 26.78% | 36.06% | 16.16% |
| 2026-04 | +2.26% | +54.85% | 0.01% | -1.08% | 0.52 | 4.14% | +3.09 | 1161.11 | 25.26% | 35.56% | 15.81% |
| 2026-03 | -1.87% | +51.42% | 0.01% | -1.20% | 0.39 | 4.07% | +1.91 | 1132.45 | 23.35% | 32.86% | 13.91% |
| 2026-02 | +0.25% | +54.31% | 0.01% | -1.08% | 0.68 | 3.95% | +2.72 | 1152.06 | 23.74% | 31.79% | 14.84% |
| 2026-01 | +1.01% | +53.93% | 0.01% | -0.96% | 0.69 | 3.96% | +2.89 | 1146.57 | 22.97% | 30.91% | 14.68% |
| 2025-12 | -0.18% | +52.39% | 0.01% | -0.96% | 0.66 | 3.96% | +1.01 | 1132.22 | 22.45% | 30.61% | 14.71% |
| 2025-11 | +0.33% | +52.66% | 0.01% | -0.84% | 0.75 | 3.96% | +2.72 | 1133.27 | 21.60% | 31.72% | 16.14% |
| 2025-10 | +1.16% | +52.16% | 0.01% | -0.72% | 0.82 | 4.06% | +3.11 | 1126.75 | 20.99% | 33.20% | 16.82% |
| 2025-09 | +1.54% | +50.41% | 0.01% | -0.84% | 0.76 | 4.05% | +3.42 | 1110.72 | 23.73% | 38.14% | 17.35% |
| 2025-08 | +1.04% | +48.13% | 0.01% | -0.84% | 0.62 | 4.09% | +2.98 | 1090.55 | 22.57% | 40.58% | 16.68% |
| 2025-07 | +0.36% | +46.61% | 0.01% | -0.96% | 0.61 | 4.11% | +2.77 | 1076.41 | 21.37% | 41.17% | 16.59% |
| 2025-06 | +2.18% | +46.08% | 0.01% | -0.96% | 0.66 | 4.16% | +4.20 | 1069.82 | 23.44% | 47.43% | 17.44% |
| 2025-05 | +1.03% | +42.97% | 0.01% | -0.48% | 0.53 | 4.08% | +4.46 | 1042.83 | 22.23% | 42.69% | 17.33% |
| 2025-04 | +0.55% | +41.51% | 0.01% | -0.24% | 0.52 | 4.13% | +4.69 | 1027.76 | 21.38% | 38.50% | 16.58% |
| 2025-03 | -0.24% | +40.73% | 0.01% | -0.12% | 0.59 | 4.49% | +0.56 | 1017.37 | 21.14% | 38.57% | 16.96% |
| 2025-02 | +0.09% | +41.07% | 0.01% | -0.72% | 0.41 | 5.64% | +1.26 | 1019.24 | 21.69% | 43.01% | 17.58% |
| 2025-01 | +0.75% | +40.95% | 0.01% | +0.00% | 0.42 | 5.65% | -4.32 | 1017.14 | 21.58% | 44.86% | 18.66% |
| 2024-12 | -0.14% | +39.90% | 0.01% | +0.12% | 0.41 | 5.65% | -0.21 | 1013.96 | 21.49% | 45.02% | 18.22% |
| 2024-11 | +1.19% | +40.09% | 0.01% | +0.24% | 0.46 | 5.64% | +4.23 | 1015.58 | 22.84% | 42.77% | 15.30% |
| 2024-10 | +0.02% | +38.44% | 0.01% | +0.36% | 0.42 | 5.63% | +5.80 | 999.48 | 21.91% | 32.99% | 14.17% |
| 2024-09 | +1.40% | +38.42% | 0.01% | +0.36% | 0.47 | 5.64% | +4.69 | 993.55 | 22.70% | 33.27% | 15.81% |
| 2024-08 | +0.81% | +36.51% | 0.01% | — | 0.39 | 5.62% | +5.23 | 975.18 | 24.07% | 32.01% | 15.04% |
| 2024-07 | +0.84% | +35.41% | 0.01% | +0.48% | 0.40 | 5.62% | +3.88 | 962.18 | 24.05% | 28.19% | 14.83% |
| 2024-06 | +0.78% | +34.28% | 0.01% | +0.96% | 0.40 | 5.65% | +6.03 | 950.35 | 24.74% | 34.35% | 16.14% |
| 2024-05 | +1.37% | +33.24% | 0.01% | +0.84% | 0.40 | 5.66% | +4.82 | 937.01 | 22.84% | 39.89% | 16.06% |
| 2024-04 | -0.52% | +31.44% | 0.01% | +0.60% | 0.32 | 5.66% | +5.78 | 919.60 | 22.07% | 33.47% | 14.27% |
| 2024-03 | +1.57% | +32.13% | 0.01% | +0.48% | 0.41 | 5.67% | +3.24 | 918.58 | 24.17% | 32.91% | 16.56% |
| 2024-02 | +0.66% | +30.09% | 0.01% | +0.48% | 0.36 | 5.65% | +5.27 | 901.25 | 24.29% | 48.41% | 17.59% |
| 2024-01 | +0.20% | +29.23% | 0.01% | +0.84% | 0.36 | 5.66% | +6.20 | 890.10 | 23.01% | 49.63% | 18.40% |
| 2023-12 | +1.90% | +28.98% | 0.00% | +0.84% | 0.42 | 5.76% | +6.58 | 882.11 | 23.21% | 49.49% | 17.46% |
| 2023-11 | +2.13% | +26.57% | 0.00% | +0.96% | 0.30 | 5.78% | +7.53 | 859.27 | 22.12% | 51.85% | 16.25% |
| 2023-10 | -1.12% | +23.93% | 0.00% | +0.96% | 0.19 | 5.74% | +9.26 | 833.91 | 20.70% | 54.44% | 14.37% |
| 2023-09 | -1.21% | +25.33% | 0.00% | +0.60% | 0.26 | 5.75% | +6.83 | 834.06 | 20.03% | 51.03% | 14.16% |
| 2023-08 | +0.03% | +26.87% | 0.00% | +0.48% | 0.37 | 5.71% | +5.65 | 837.42 | 20.34% | 49.32% | 15.25% |
| 2023-07 | +1.37% | +26.83% | 0.00% | +0.48% | 0.41 | 5.71% | +6.16 | 831.48 | 19.96% | 45.83% | 13.48% |
| 2023-06 | +1.04% | +25.12% | 0.00% | +0.48% | 0.37 | 5.70% | +6.92 | 814.18 | 21.18% | 43.90% | 14.97% |
| 2023-05 | +0.48% | +23.83% | 0.00% | +0.36% | 0.32 | 5.70% | +7.61 | 798.99 | 21.47% | 42.27% | 15.36% |
| 2023-04 | +0.98% | +23.24% | 0.00% | +0.48% | 0.33 | 5.70% | +9.13 | 787.60 | 22.64% | 33.60% | 14.01% |
| 2023-03 | +0.60% | +22.04% | 0.00% | +0.24% | 0.30 | 5.69% | +10.08 | 770.94 | 21.42% | 33.87% | 13.30% |
| 2023-02 | -0.69% | +21.31% | 0.00% | +0.36% | 0.28 | 5.69% | +8.56 | 756.31 | 21.60% | 38.11% | 12.65% |
| 2023-01 | +1.69% | +22.16% | 0.00% | +0.36% | 0.33 | 5.69% | +8.45 | 753.00 | 21.75% | 35.24% | 13.81% |
| 2022-12 | -1.21% | +20.13% | 0.00% | +0.36% | 0.27 | 5.65% | +8.12 | 732.18 | 20.01% | 32.18% | 10.35% |
| 2022-11 | +1.13% | +21.60% | 0.00% | +0.36% | 0.37 | 5.62% | +8.07 | 732.90 | 21.10% | 30.62% | 9.25% |
| 2022-10 | +1.27% | +20.24% | 0.00% | +0.00% | 0.33 | 5.60% | +9.60 | 716.68 | 22.10% | 31.64% | 5.96% |
| 2022-09 | -2.61% | +18.73% | 0.00% | +0.12% | 0.28 | 5.59% | +8.18 | 698.11 | 21.50% | 28.91% | 5.79% |
| 2022-08 | -1.25% | +21.91% | 0.00% | +0.00% | 0.46 | 5.44% | +7.59 | 708.57 | 23.44% | 28.46% | 6.40% |
| 2022-07 | +2.78% | +23.46% | 0.00% | -0.12% | 0.57 | 5.39% | +9.07 | 709.94 | 24.95% | 30.32% | 8.93% |
| 2022-06 | -2.62% | +20.12% | 0.00% | -0.24% | 0.44 | 5.29% | +9.01 | 681.79 | 27.31% | 33.51% | 8.91% |
| 2022-05 | -1.85% | +23.35% | 0.00% | +0.24% | 0.64 | 5.14% | +8.89 | 690.70 | 28.62% | 40.04% | 9.37% |
| 2022-04 | -1.36% | +25.67% | 0.00% | +0.00% | 0.80 | 5.04% | +8.02 | 694.57 | 27.60% | 38.81% | 9.83% |
| 2022-03 | +0.64% | +27.41% | 0.00% | +0.12% | 0.93 | 4.98% | +6.27 | 695.93 | 25.07% | 34.94% | 10.73% |
| 2022-02 | -1.15% | +26.60% | 0.00% | +0.00% | 0.90 | 4.98% | +9.03 | 685.28 | 27.57% | 35.35% | 10.28% |
| 2022-01 | -1.52% | +28.07% | 0.00% | -0.12% | 1.01 | 4.93% | +8.98 | 684.20 | 28.57% | 38.12% | 8.30% |
| 2021-12 | +0.70% | +30.05% | 0.00% | — | — | — | +7.95 | 685.64 | 25.81% | 32.92% | 7.60% |
| 2021-11 | +0.21% | +29.14% | 0.00% | — | — | — | +7.63 | 673.02 | 25.26% | 34.62% | 7.32% |
| 2021-10 | +1.54% | +28.87% | 0.00% | — | — | — | +8.46 | 664.08 | 23.74% | 31.56% | 8.87% |
| 2021-09 | -0.82% | +26.92% | 0.00% | — | — | — | +9.47 | 645.63 | 23.58% | 30.69% | 10.08% |
| 2021-08 | +0.75% | +27.97% | 0.00% | — | — | — | +8.13 | 641.56 | 23.57% | 30.46% | 10.83% |
| 2021-07 | +0.28% | +27.01% | 0.00% | — | — | — | +8.93 | 628.63 | 22.39% | 29.15% | 13.00% |
| 2021-06 | +0.32% | +26.66% | 0.00% | — | — | — | +8.58 | 618.01 | 23.77% | 32.00% | 14.24% |
| 2021-05 | +0.73% | +26.26% | 0.00% | — | — | — | +8.82 | 607.45 | 24.90% | 34.32% | 15.60% |
| 2021-04 | +1.13% | +25.34% | 0.00% | — | — | — | +8.32 | 594.25 | 24.10% | 33.99% | 16.45% |
| 2021-03 | +1.11% | +23.94% | 0.00% | — | — | — | +8.09 | 579.33 | 23.73% | 33.82% | 18.59% |
| 2021-02 | -0.01% | +22.58% | 0.00% | — | — | — | +8.98 | 564.91 | 24.47% | 35.15% | 20.98% |
| 2021-01 | +0.93% | +22.59% | 0.00% | — | — | — | +9.24 | 556.09 | 25.08% | 38.81% | 22.14% |
| 2020-12 | +1.14% | +21.46% | 0.00% | — | — | — | +9.01 | 541.89 | 24.10% | 39.35% | 22.77% |
| 2020-11 | +2.42% | +20.09% | 0.00% | — | — | — | +9.42 | 526.82 | 20.07% | 38.65% | 22.68% |
| 2020-10 | +0.09% | +17.25% | 0.00% | — | — | — | +9.34 | 505.15 | 21.04% | 39.94% | 21.60% |
| 2020-09 | -1.23% | +17.15% | 0.00% | — | — | — | +9.93 | 495.44 | 21.27% | 40.50% | 22.19% |
| 2020-08 | +1.64% | +18.61% | 0.00% | — | — | — | +9.68 | 491.64 | 21.68% | 40.46% | 21.67% |
| 2020-07 | +1.77% | +16.69% | 0.00% | — | — | — | +10.17 | 474.12 | 20.13% | 40.07% | 21.58% |
| 2020-06 | +0.45% | +14.67% | 0.00% | — | — | — | +9.44 | 455.84 | 18.14% | 41.88% | 20.34% |
| 2020-05 | +1.93% | +14.15% | 0.00% | — | — | — | +9.20 | 444.39 | 16.91% | 40.71% | 20.46% |
| 2020-04 | +4.33% | +11.99% | 0.00% | — | — | — | +10.13 | 426.89 | 17.48% | 41.58% | 14.92% |
| 2020-03 | -7.18% | +7.34% | 0.00% | — | — | — | +13.06 | 399.44 | 19.51% | 48.15% | 14.26% |
| 2020-02 | -0.52% | +15.65% | 0.00% | — | — | — | +9.88 | 415.49 | 19.45% | 27.56% | 11.81% |
| 2020-01 | +0.70% | +16.25% | 0.00% | — | — | — | +9.21 | 407.85 | 20.14% | 26.76% | 11.89% |
| 2019-12 | +0.51% | +15.44% | 0.00% | — | — | — | +9.37 | 395.90 | 20.61% | 26.31% | 10.41% |
| 2019-11 | +0.73% | +14.86% | 0.00% | — | — | — | +9.10 | 384.53 | 20.44% | 25.68% | 10.12% |
| 2019-10 | +0.86% | +14.02% | 0.00% | — | — | — | +9.35 | 372.66 | 21.65% | 26.72% | 11.84% |
| 2019-09 | +0.98% | +13.05% | 0.00% | — | — | — | +8.98 | 360.15 | 22.56% | 21.01% | 11.09% |
| 2019-08 | +0.21% | +11.95% | 0.00% | — | — | — | +9.06 | 347.71 | 23.27% | 19.76% | 11.32% |
| 2019-07 | +1.65% | +11.72% | 0.00% | — | — | — | +17.75 | 337.97 | 20.62% | 19.27% | 11.50% |
| 2019-06 | +1.25% | +9.91% | 0.00% | — | — | — | +8.84 | 314.93 | 21.07% | 17.61% | 12.95% |
| 2019-05 | -0.84% | +8.55% | 0.00% | — | — | — | +17.71 | 302.33 | 16.21% | 13.18% | 13.00% |
| 2019-04 | +1.48% | +9.47% | 0.00% | — | — | — | +8.53 | 287.04 | 19.97% | 15.28% | 13.93% |
| 2019-03 | +0.73% | +7.87% | 0.00% | — | — | — | +8.50 | 274.44 | 21.62% | 15.66% | 12.78% |
| 2019-02 | +1.23% | +7.09% | 0.00% | — | — | — | +17.15 | 263.98 | 21.02% | 12.33% | 11.25% |
| 2019-01 | +2.74% | +5.79% | 0.00% | — | — | — | +8.55 | 243.80 | 20.73% | 11.64% | 12.21% |
| 2018-12 | -1.56% | +2.97% | 0.00% | — | — | — | +8.49 | 228.91 | 21.09% | 15.88% | 12.52% |
| 2018-11 | -0.39% | +4.60% | 0.00% | — | — | — | +8.06 | 223.92 | 19.15% | 10.02% | 12.42% |
| 2018-10 | -1.43% | +5.01% | 0.00% | — | — | — | +16.90 | 216.71 | 19.59% | 10.17% | 11.72% |
| 2018-09 | +0.06% | +6.53% | 0.00% | — | — | — | +7.90 | 202.74 | 20.86% | 12.43% | 11.48% |
| 2018-08 | +0.60% | +6.47% | 0.00% | — | — | — | +7.92 | 194.72 | 20.26% | 12.33% | 11.96% |
| 2018-07 | +0.87% | +5.83% | 0.00% | — | — | — | +7.73 | 185.64 | 19.53% | 10.99% | 12.63% |
| 2018-06 | -0.49% | +4.92% | 0.00% | — | — | — | +7.78 | 176.36 | 17.57% | 9.73% | 10.72% |
| 2018-05 | +0.44% | +5.44% | 0.00% | — | — | — | +7.51 | 169.44 | 19.39% | 11.14% | 9.70% |
| 2018-04 | +0.29% | +4.98% | 0.00% | — | — | — | +7.47 | 161.25 | 19.01% | 10.79% | 9.62% |
| 2018-03 | -0.23% | +4.67% | 0.00% | — | — | — | +7.34 | 153.33 | 18.41% | 8.70% | 9.80% |
| 2018-02 | -0.50% | +4.91% | 0.00% | — | — | — | +7.24 | 146.33 | 16.27% | 7.44% | 8.12% |
| 2018-01 | +0.77% | +5.44% | 0.00% | — | — | — | +8.26 | 139.78 | 16.08% | 8.18% | 7.97% |
| 2017-12 | +0.52% | +4.64% | — | — | — | — | +6.77 | 130.52 | 15.54% | 7.73% | 4.37% |
| 2017-11 | +0.43% | +4.09% | — | — | — | — | +6.95 | 123.09 | 11.46% | 6.25% | 3.37% |
| 2017-10 | +0.59% | +3.65% | — | — | — | — | +6.46 | 115.63 | 11.56% | 7.16% | 4.34% |
| 2017-09 | +0.00% | +3.04% | — | — | — | — | +6.95 | 108.50 | 11.26% | 10.07% | 4.90% |
| 2017-08 | +0.60% | +3.04% | — | — | — | — | +6.24 | 101.57 | 11.34% | 10.04% | 5.50% |
| 2017-07 | +1.24% | +2.43% | — | — | — | — | +6.30 | 94.77 | 11.20% | 10.69% | 3.96% |
| 2017-06 | -0.47% | +1.17% | — | — | — | — | +58.73 | 87.37 | 8.10% | 7.00% | 1.53% |
| 2017-05 | +0.58% | +1.65% | — | — | — | — | +10.21 | 28.85 | 10.02% | 14.70% | 4.09% |
| 2017-04 | +0.66% | +1.06% | — | — | — | — | +3.37 | 18.50 | 10.27% | 16.27% | 5.41% |
| 2017-03 | +0.38% | +0.40% | — | — | — | — | +9.78 | 15.01 | 10.19% | 17.19% | 6.33% |
| 2017-02 | +0.02% | +0.02% | — | — | — | — | +3.73 | 5.19 | 10.02% | 19.46% | 9.83% |
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.