חודשים בטווח
114
נתונים היסטוריים · קופות גמל להשקעה
אלטשולר שחם חיסכון פלוס אשראי ואג"ח עם מניות (עד 25% במניות)
נתונים היסטוריים מלאים עבור אלטשולר שחם חיסכון פלוס אשראי ואג"ח עם מניות (עד 25% במניות), 114 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7800 | שם קרן: אלטשולר שחם חיסכון פלוס אשראי ואג"ח עם מניות (עד 25% במניות) | סיווג קרן: קופת גמל להשקעה | חברה שולטת: אלטשולר שחם פיננסים בע"מ | חברה מנהלת: אלטשולר שחם גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מתמחים בניהול אקטיבי | תת התמחות: אשראי ואג"ח.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אלטשולר שחם חיסכון פלוס אשראי ואג"ח עם מניות (עד 25% במניות) ישירות למייל.
תשואה חודשית אחרונה
+1.44%
תשואה מצטברת מההתחלה
+52.45%
| 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 | +1.44% | +52.45% | 0.64% | +0.00% | 0.62 | 3.49% | -15.64 | 665.50 | 21.61% | 30.24% | 15.65% |
| 2026-04 | +1.91% | +50.28% | 0.64% | -0.36% | 0.54 | 3.46% | -14.82 | 671.93 | 21.70% | 29.89% | 15.64% |
| 2026-03 | -1.56% | +47.47% | 0.64% | -0.36% | 0.41 | 3.39% | -24.73 | 674.25 | 20.39% | 28.14% | 14.16% |
| 2026-02 | +0.23% | +49.80% | 0.64% | -0.36% | 0.70 | 3.29% | -14.27 | 710.27 | 21.24% | 27.39% | 14.80% |
| 2026-01 | +0.91% | +49.46% | 0.64% | -0.24% | 0.71 | 3.30% | -10.69 | 723.25 | 20.00% | 26.17% | 14.27% |
| 2025-12 | -0.09% | +48.11% | 0.65% | -0.24% | 0.67 | 3.29% | -10.15 | 727.70 | 19.53% | 25.69% | 14.26% |
| 2025-11 | +0.42% | +48.24% | 0.65% | -0.12% | 0.76 | 3.29% | -7.37 | 738.91 | 18.92% | 27.07% | 15.48% |
| 2025-10 | +1.08% | +47.62% | 0.65% | -0.12% | 0.82 | 3.37% | -7.47 | 743.62 | 19.56% | 29.12% | 16.47% |
| 2025-09 | +1.46% | +46.05% | 0.65% | -0.12% | 0.75 | 3.36% | -15.85 | 743.46 | 22.01% | 33.00% | 16.98% |
| 2025-08 | +0.96% | +43.95% | 0.65% | -0.36% | 0.60 | 3.40% | -14.69 | 748.86 | 21.01% | 35.99% | 16.48% |
| 2025-07 | +0.35% | +42.58% | 0.65% | -0.36% | 0.58 | 3.41% | -13.32 | 756.69 | 20.16% | 29.20% | 15.51% |
| 2025-06 | +2.13% | +42.08% | 0.65% | -0.36% | 0.62 | 3.44% | -8.87 | 767.74 | 22.19% | 44.51% | 17.41% |
| 2025-05 | +1.02% | +39.12% | 0.65% | +0.00% | 0.47 | 3.34% | -12.65 | 760.90 | 21.73% | 40.61% | 17.52% |
| 2025-04 | +0.57% | +37.71% | 0.65% | +0.12% | 0.46 | 3.39% | -10.22 | 766.21 | 20.24% | 36.82% | 16.74% |
| 2025-03 | -0.11% | +36.93% | 0.65% | +0.36% | 0.53 | 3.76% | -4.13 | 772.58 | 20.29% | 36.80% | 16.74% |
| 2025-02 | +0.11% | +37.08% | 0.65% | -0.36% | 0.33 | 4.84% | -9.66 | 777.96 | 21.87% | 42.17% | 17.40% |
| 2025-01 | +0.76% | +36.93% | 0.65% | +0.36% | 0.36 | 4.84% | +1.61 | 787.11 | 21.38% | 43.42% | 18.15% |
| 2024-12 | -0.10% | +35.90% | 0.67% | +0.36% | 0.35 | 4.84% | -6.25 | 779.98 | 21.80% | 43.44% | 18.00% |
| 2024-11 | +1.27% | +36.03% | 0.67% | +0.48% | 0.40 | 4.83% | -6.93 | 787.38 | 22.43% | 40.72% | 15.30% |
| 2024-10 | -0.02% | +34.33% | 0.67% | +0.60% | 0.35 | 4.81% | -5.70 | 784.78 | 20.94% | 30.88% | 14.34% |
| 2024-09 | +1.26% | +34.36% | 0.67% | +0.60% | 0.40 | 4.82% | -9.05 | 790.46 | 20.61% | 30.54% | 15.57% |
| 2024-08 | +0.87% | +32.68% | 0.67% | — | 0.31 | 4.80% | -5.75 | 790.07 | 21.76% | 29.01% | 14.63% |
| 2024-07 | +0.92% | +31.54% | 0.67% | +0.72% | 0.32 | 4.79% | -16.34 | 789.41 | 21.47% | 24.97% | 14.21% |
| 2024-06 | +0.58% | +30.34% | 0.67% | +1.08% | 0.32 | 4.83% | -21.97 | 798.93 | 12.20% | 26.07% | 11.39% |
| 2024-05 | +1.13% | +29.59% | 0.67% | +0.96% | 0.33 | 4.84% | -18.92 | 816.60 | 11.60% | 34.14% | 11.51% |
| 2024-04 | -0.26% | +28.14% | 0.67% | +0.84% | 0.26 | 4.84% | -17.93 | 826.64 | 11.79% | 24.63% | 10.35% |
| 2024-03 | +1.03% | +28.47% | 0.67% | +0.72% | 0.34 | 4.85% | -17.53 | 847.18 | 11.74% | 21.04% | 11.46% |
| 2024-02 | +0.21% | +27.16% | 0.67% | +0.72% | 0.31 | 4.84% | -16.10 | 856.51 | 11.94% | 49.26% | 13.03% |
| 2024-01 | +0.23% | +26.90% | 0.67% | +0.96% | 0.34 | 4.85% | -20.57 | 871.24 | 12.10% | 49.85% | 13.61% |
| 2023-12 | +1.80% | +26.61% | 0.69% | +0.96% | 0.40 | 4.92% | -17.35 | 890.30 | 12.27% | 49.78% | 12.98% |
| 2023-11 | +2.13% | +24.37% | 0.69% | +0.96% | 0.28 | 4.91% | -14.14 | 892.25 | 12.41% | 54.94% | 12.12% |
| 2023-10 | -1.05% | +21.77% | 0.69% | +0.96% | 0.15 | 4.85% | -12.82 | 888.05 | 12.06% | 57.68% | 10.84% |
| 2023-09 | -1.25% | +23.07% | 0.69% | +0.72% | 0.23 | 4.85% | -17.96 | 910.87 | 11.70% | 54.88% | 10.34% |
| 2023-08 | +0.20% | +24.62% | 0.69% | +0.72% | 0.37 | 4.80% | -23.00 | 940.93 | 12.03% | 52.48% | 11.11% |
| 2023-07 | +0.99% | +24.38% | 0.69% | +0.60% | 0.40 | 4.80% | -23.44 | 962.75 | 12.10% | 48.91% | 8.91% |
| 2023-06 | +0.60% | +23.16% | 0.69% | +0.60% | 0.37 | 4.80% | -17.15 | 977.21 | 12.36% | 47.28% | 13.25% |
| 2023-05 | +0.62% | +22.42% | 0.69% | +0.48% | 0.34 | 4.81% | -19.51 | 989.03 | 11.45% | 42.01% | 13.64% |
| 2023-04 | +0.69% | +21.67% | 0.69% | +0.60% | 0.33 | 4.80% | -15.87 | 1002.89 | 12.17% | 31.30% | 9.24% |
| 2023-03 | +0.78% | +20.83% | 0.69% | +0.36% | 0.31 | 4.80% | -25.70 | 1012.34 | 11.83% | 30.72% | 8.85% |
| 2023-02 | -0.80% | +19.90% | 0.69% | +0.48% | 0.28 | 4.79% | -24.36 | 1030.78 | 12.07% | 36.17% | 8.49% |
| 2023-01 | +1.47% | +20.87% | 0.69% | +0.48% | 0.36 | 4.79% | -24.07 | 1063.09 | 12.47% | 32.18% | 10.12% |
| 2022-12 | -0.91% | +19.11% | 0.68% | +0.48% | 0.29 | 4.76% | -21.40 | 1073.12 | 12.53% | 30.27% | 7.64% |
| 2022-11 | +0.81% | +20.21% | 0.68% | +0.36% | 0.40 | 4.73% | -33.49 | 1105.09 | 12.53% | 27.38% | 7.07% |
| 2022-10 | +0.96% | +19.24% | 0.68% | +0.24% | 0.37 | 4.73% | -22.57 | 1130.20 | 12.43% | 27.22% | 3.25% |
| 2022-09 | -2.09% | +18.11% | 0.68% | +0.24% | 0.33 | 4.72% | -19.34 | 1142.62 | 11.67% | 23.10% | 2.45% |
| 2022-08 | -1.17% | +20.63% | 0.68% | +0.24% | 0.51 | 4.60% | -36.82 | 1187.06 | 12.39% | 21.26% | 2.91% |
| 2022-07 | +2.09% | +22.06% | 0.68% | +0.12% | 0.63 | 4.56% | -34.37 | 1238.60 | 12.89% | 20.88% | 5.57% |
| 2022-06 | -1.59% | +19.56% | 0.68% | +0.12% | 0.52 | 4.50% | -44.79 | 1248.10 | 13.37% | 21.22% | 5.12% |
| 2022-05 | -1.54% | +21.49% | 0.68% | +0.36% | 0.66 | 4.43% | -22.01 | 1314.59 | 13.85% | 27.46% | 5.99% |
| 2022-04 | -0.80% | +23.39% | 0.68% | +0.12% | 0.82 | 4.36% | -17.46 | 1358.45 | 13.69% | 26.57% | 5.42% |
| 2022-03 | +0.39% | +24.39% | 0.68% | +0.12% | 0.92 | 4.33% | -30.49 | 1387.76 | 12.93% | 24.49% | 5.46% |
| 2022-02 | -1.10% | +23.90% | 0.68% | +0.00% | 0.91 | 4.33% | +10.67 | 1413.57 | 13.90% | 22.37% | 5.00% |
| 2022-01 | -1.28% | +25.28% | 0.68% | -0.12% | 1.02 | 4.28% | +37.31 | 1419.43 | 14.21% | 22.92% | 4.17% |
| 2021-12 | +0.48% | +26.91% | 0.69% | -0.24% | 1.15 | 4.22% | +17.12 | 1401.13 | 13.52% | 21.85% | 3.24% |
| 2021-11 | +0.27% | +26.30% | 0.69% | -0.36% | 1.13 | 4.22% | -4.16 | 1378.19 | 13.42% | 21.78% | 2.92% |
| 2021-10 | +1.12% | +25.96% | 0.69% | — | — | — | +2.09 | 1379.47 | 13.35% | 21.71% | 4.11% |
| 2021-09 | -0.48% | +24.56% | 0.69% | — | — | — | -1.50 | 1362.90 | 13.43% | 19.38% | 6.10% |
| 2021-08 | +0.80% | +25.16% | 0.69% | — | — | — | +0.79 | 1371.69 | 13.36% | 19.06% | 6.36% |
| 2021-07 | +0.53% | +24.17% | 0.69% | — | — | — | +10.35 | 1360.84 | 12.81% | 18.07% | 6.31% |
| 2021-06 | +0.23% | +23.52% | 0.69% | — | — | — | +7.93 | 1344.19 | 13.46% | 20.04% | 7.28% |
| 2021-05 | +0.63% | +23.23% | 0.69% | — | — | — | +6.77 | 1333.99 | 14.08% | 21.79% | 8.64% |
| 2021-04 | +0.77% | +22.46% | 0.69% | — | — | — | +22.03 | 1319.67 | 13.75% | 21.62% | 8.71% |
| 2021-03 | +0.86% | +21.53% | 0.69% | — | — | — | +29.43 | 1288.38 | 13.56% | 21.48% | 9.83% |
| 2021-02 | -0.21% | +20.49% | 0.69% | — | — | — | +47.00 | 1248.89 | 12.94% | 21.05% | 11.66% |
| 2021-01 | +0.60% | +20.74% | 0.69% | — | — | — | +104.95 | 1205.37 | 12.99% | 24.76% | 13.05% |
| 2020-12 | +0.81% | +20.02% | 0.68% | — | — | — | +97.08 | 1094.39 | 13.64% | 28.03% | 15.18% |
| 2020-11 | +2.04% | +19.06% | 0.68% | — | — | — | +54.90 | 989.49 | 13.35% | 33.07% | 16.65% |
| 2020-10 | +0.11% | +16.68% | 0.68% | — | — | — | +42.47 | 916.15 | 13.80% | 34.45% | 15.71% |
| 2020-09 | -1.22% | +16.55% | 0.68% | — | — | — | +31.93 | 873.44 | 14.11% | 35.25% | 16.07% |
| 2020-08 | +1.24% | +17.99% | 0.68% | — | — | — | +35.87 | 852.51 | 14.23% | 35.08% | 15.25% |
| 2020-07 | +1.27% | +16.54% | 0.68% | — | — | — | +33.38 | 806.92 | 10.86% | 33.25% | 14.64% |
| 2020-06 | +0.39% | +15.08% | 0.68% | — | — | — | +27.92 | 764.05 | 9.78% | 32.83% | 13.41% |
| 2020-05 | +1.79% | +14.64% | 0.68% | — | — | — | +22.09 | 733.76 | 9.08% | 33.25% | 14.53% |
| 2020-04 | +3.97% | +12.62% | 0.68% | — | — | — | -1.52 | 699.25 | 9.65% | 43.15% | 14.71% |
| 2020-03 | -6.43% | +8.32% | 0.68% | — | — | — | +0.02 | 674.40 | 10.63% | 43.82% | 13.92% |
| 2020-02 | +0.30% | +15.76% | 0.68% | — | — | — | +62.54 | 722.11 | 10.30% | 22.89% | 10.48% |
| 2020-01 | +0.65% | +15.42% | 0.68% | — | — | — | +61.39 | 658.18 | 10.64% | 21.95% | 10.82% |
| 2019-12 | +0.41% | +14.67% | 0.69% | — | — | — | +60.48 | 593.31 | 11.06% | 21.58% | 8.80% |
| 2019-11 | +0.50% | +14.20% | 0.69% | — | — | — | +28.34 | 530.90 | 11.34% | 22.45% | 9.53% |
| 2019-10 | +0.71% | +13.64% | 0.69% | — | — | — | +17.87 | 500.23 | 11.76% | 23.10% | 11.80% |
| 2019-09 | +0.79% | +12.83% | 0.69% | — | — | — | +13.81 | 479.15 | 12.50% | 29.07% | 11.14% |
| 2019-08 | +0.50% | +11.95% | 0.69% | — | — | — | +16.76 | 461.87 | 12.71% | 22.84% | 11.22% |
| 2019-07 | +1.72% | +11.39% | 0.69% | — | — | — | +10.31 | 443.18 | 11.49% | 18.71% | 11.63% |
| 2019-06 | +0.96% | +9.51% | 0.69% | — | — | — | +13.74 | 425.74 | 11.58% | 15.79% | 13.25% |
| 2019-05 | -0.51% | +8.47% | 0.69% | — | — | — | +9.91 | 408.32 | 9.51% | 12.59% | 14.03% |
| 2019-04 | +1.23% | +9.02% | 0.69% | — | — | — | +9.94 | 400.67 | 11.83% | 12.93% | 14.38% |
| 2019-03 | +0.74% | +7.70% | 0.69% | — | — | — | +8.79 | 386.10 | 12.74% | 12.06% | 11.79% |
| 2019-02 | +1.03% | +6.91% | 0.69% | — | — | — | +13.49 | 374.70 | 12.42% | 8.24% | 10.64% |
| 2019-01 | +2.15% | +5.82% | 0.69% | — | — | — | +20.40 | 357.67 | 11.70% | 5.57% | 10.37% |
| 2018-12 | -0.97% | +3.59% | 0.75% | — | — | — | +18.77 | 330.12 | 12.02% | 9.24% | 11.30% |
| 2018-11 | -0.48% | +4.61% | 0.75% | — | — | — | +14.88 | 314.64 | 12.02% | 7.70% | 10.82% |
| 2018-10 | -1.05% | +5.11% | 0.75% | — | — | — | +9.56 | 301.43 | 12.85% | 7.89% | 10.41% |
| 2018-09 | +0.08% | +6.23% | 0.75% | — | — | — | +6.54 | 295.17 | 12.99% | 9.02% | 10.05% |
| 2018-08 | +0.38% | +6.14% | 0.75% | — | — | — | +12.52 | 288.53 | 12.65% | 9.51% | 10.19% |
| 2018-07 | +0.69% | +5.74% | 0.75% | — | — | — | +13.59 | 275.13 | 12.45% | 8.41% | 10.84% |
| 2018-06 | -0.53% | +5.01% | 0.75% | — | — | — | +10.70 | 259.85 | 10.70% | 8.06% | 9.14% |
| 2018-05 | +0.29% | +5.57% | 0.75% | — | — | — | +14.19 | 250.54 | 12.30% | 8.29% | 7.87% |
| 2018-04 | +0.16% | +5.27% | 0.75% | — | — | — | +10.76 | 235.95 | 12.25% | 8.59% | 8.07% |
| 2018-03 | -0.04% | +5.10% | 0.75% | — | — | — | +13.78 | 224.96 | 12.12% | 6.85% | 8.55% |
| 2018-02 | -0.62% | +5.14% | 0.75% | — | — | — | +20.84 | 211.40 | 11.74% | 6.54% | 7.29% |
| 2018-01 | +0.73% | +5.80% | 0.75% | — | — | — | +29.43 | 191.84 | 11.42% | 7.32% | 5.42% |
| 2017-12 | +0.57% | +5.03% | — | — | — | — | +26.91 | 161.24 | 10.30% | 4.50% | 0.40% |
| 2017-11 | +0.43% | +4.44% | — | — | — | — | +14.25 | 133.59 | 11.42% | 5.61% | 1.42% |
| 2017-10 | +0.62% | +3.99% | — | — | — | — | +7.28 | 118.86 | 11.71% | 6.80% | 2.34% |
| 2017-09 | +0.03% | +3.35% | — | — | — | — | +6.65 | 110.95 | 11.48% | 10.31% | 3.48% |
| 2017-08 | +0.57% | +3.32% | — | — | — | — | +7.87 | 104.34 | 11.40% | 10.42% | 4.01% |
| 2017-07 | +1.18% | +2.73% | — | — | — | — | +7.45 | 95.97 | 11.32% | 13.18% | 3.36% |
| 2017-06 | -0.46% | +1.53% | — | — | — | — | +8.17 | 87.52 | 11.37% | 12.71% | -1.30% |
| 2017-05 | +0.72% | +2.00% | — | — | — | — | +7.84 | 79.79 | 10.94% | 15.11% | 3.62% |
| 2017-04 | +0.70% | +1.27% | — | — | — | — | +7.87 | 71.45 | 10.24% | 13.35% | 3.79% |
| 2017-03 | +0.52% | +0.57% | — | — | — | — | +11.84 | 63.15 | 10.37% | 15.90% | 6.79% |
| 2017-02 | +0.03% | +0.05% | — | — | — | — | +20.40 | 51.05 | 9.77% | 15.77% | 9.27% |
| 2017-01 | -0.16% | +0.02% | — | — | — | — | +19.62 | 30.70 | 10.26% | 19.15% | 14.56% |
| 2016-12 | +0.18% | +0.18% | — | — | — | — | +10.67 | 11.19 | 7.95% | 15.28% | 10.72% |
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.