חודשים בטווח
113
נתונים היסטוריים · קופות גמל להשקעה
אלטשולר שחם חיסכון פלוס כספי (שקלי)
נתונים היסטוריים מלאים עבור אלטשולר שחם חיסכון פלוס כספי (שקלי), 113 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7802 | שם קרן: אלטשולר שחם חיסכון פלוס כספי (שקלי) | 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: כספי (שקלי).
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אלטשולר שחם חיסכון פלוס כספי (שקלי) ישירות למייל.
תשואה חודשית אחרונה
+0.87%
תשואה מצטברת מההתחלה
+18.50%
| 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 | +0.87% | +18.50% | 0.60% | +0.36% | 0.74 | 0.76% | -3.66 | 62.34 | 0.00% | -0.05% | 0.00% |
| 2026-04 | +0.44% | +17.48% | 0.60% | +0.24% | 0.49 | 0.72% | -2.49 | 65.49 | 0.00% | -0.05% | 0.00% |
| 2026-03 | -0.07% | +16.96% | 0.60% | +0.12% | 0.41 | 0.72% | -2.45 | 67.71 | 0.00% | -0.13% | 0.00% |
| 2026-02 | +0.31% | +17.04% | 0.60% | +0.24% | 0.81 | 0.72% | +3.24 | 70.23 | 0.00% | -0.11% | 0.00% |
| 2026-01 | +0.54% | +16.68% | 0.60% | +0.36% | 0.82 | 0.73% | +1.65 | 66.83 | 0.00% | -0.10% | 0.00% |
| 2025-12 | +0.31% | +16.06% | 0.63% | +0.36% | 0.69 | 0.72% | -1.30 | 64.87 | 0.00% | -0.08% | 0.00% |
| 2025-11 | +0.36% | +15.70% | 0.63% | +0.36% | 0.71 | 0.73% | +2.32 | 66.00 | 0.00% | -0.03% | 0.03% |
| 2025-10 | +0.74% | +15.28% | 0.63% | +0.36% | 0.71 | 0.74% | +1.27 | 63.47 | 0.00% | -0.05% | 0.03% |
| 2025-09 | +0.46% | +14.43% | 0.63% | +0.24% | 0.47 | 0.71% | +0.11 | 61.78 | 0.00% | -0.05% | 0.03% |
| 2025-08 | +0.62% | +13.91% | 0.63% | +0.12% | 0.38 | 0.70% | -2.31 | 61.43 | 0.00% | -0.05% | 0.03% |
| 2025-07 | +0.16% | +13.21% | 0.63% | +0.12% | 0.14 | 0.69% | -1.87 | 63.40 | 0.00% | 0.00% | 0.00% |
| 2025-06 | +0.73% | +13.03% | 0.63% | +0.12% | 0.36 | 0.69% | -0.48 | 65.19 | 0.00% | 0.00% | 0.00% |
| 2025-05 | +0.20% | +12.21% | 0.63% | +0.00% | -0.03 | 0.65% | -2.62 | 65.24 | 0.00% | 0.00% | 0.00% |
| 2025-04 | +0.52% | +11.98% | 0.63% | +0.00% | 0.21 | 0.66% | +0.84 | 67.76 | 0.00% | 0.00% | 0.00% |
| 2025-03 | +0.21% | +11.41% | 0.63% | +0.00% | -0.03 | 0.64% | +1.64 | 66.60 | 0.00% | 0.00% | 0.00% |
| 2025-02 | +0.42% | +11.17% | 0.63% | +0.00% | 0.22 | 0.65% | +0.36 | 64.86 | 0.00% | 0.00% | 0.00% |
| 2025-01 | +0.43% | +10.71% | 0.63% | +0.00% | 0.11 | 0.64% | -1.25 | 64.26 | 0.00% | 0.00% | 0.00% |
| 2024-12 | +0.45% | +10.23% | 0.65% | +0.00% | -0.02 | 0.63% | -3.39 | 65.27 | 0.00% | 0.00% | 0.00% |
| 2024-11 | +0.62% | +9.74% | 0.65% | +0.00% | -0.18 | 0.62% | -4.33 | 68.40 | 0.00% | 0.00% | 0.00% |
| 2024-10 | +0.34% | +9.06% | 0.65% | -0.12% | -1.16 | 0.59% | -1.81 | 72.33 | 0.00% | 0.00% | 0.00% |
| 2024-09 | +0.31% | +8.69% | 0.65% | -0.12% | -1.11 | 0.58% | -1.61 | 73.92 | 0.00% | 0.00% | 0.00% |
| 2024-08 | +0.32% | +8.36% | 0.65% | — | -0.89 | 0.58% | +4.15 | 75.33 | 0.00% | 0.00% | 0.00% |
| 2024-07 | +0.36% | +8.01% | 0.65% | -0.12% | -0.90 | 0.58% | +0.82 | 70.98 | 0.00% | 0.00% | 0.00% |
| 2024-06 | +0.37% | +7.62% | 0.65% | -0.12% | -0.90 | 0.57% | +2.61 | 69.93 | 0.00% | 0.00% | 0.00% |
| 2024-05 | +0.35% | +7.23% | 0.65% | -0.12% | -0.93 | 0.56% | -5.03 | 67.11 | 0.00% | 0.00% | 0.00% |
| 2024-04 | +0.34% | +6.85% | 0.65% | -0.12% | -0.90 | 0.55% | +1.49 | 71.94 | 0.00% | 0.00% | 0.00% |
| 2024-03 | +0.36% | +6.49% | 0.65% | -0.12% | -0.88 | 0.54% | -0.64 | 70.24 | 0.00% | 0.00% | 0.00% |
| 2024-02 | +0.34% | +6.11% | 0.65% | -0.12% | -0.90 | 0.53% | -3.42 | 70.67 | 0.00% | 0.00% | 0.00% |
| 2024-01 | +0.37% | +5.75% | 0.65% | -0.12% | -0.86 | 0.52% | +0.53 | 73.88 | 0.00% | 0.00% | 0.00% |
| 2023-12 | +0.38% | +5.36% | 0.65% | -0.12% | -0.87 | 0.50% | -3.78 | 73.11 | 0.00% | 0.00% | 0.00% |
| 2023-11 | +0.38% | +4.96% | 0.65% | -0.12% | -0.88 | 0.49% | -4.69 | 76.64 | 0.00% | 0.00% | 0.00% |
| 2023-10 | +0.43% | +4.56% | 0.65% | -0.12% | -0.92 | 0.47% | +10.12 | 81.06 | 0.00% | 0.00% | 0.00% |
| 2023-09 | +0.34% | +4.12% | 0.65% | -0.12% | -1.20 | 0.44% | -0.44 | 70.67 | 0.00% | 0.00% | 0.00% |
| 2023-08 | +0.39% | +3.76% | 0.65% | -0.12% | -1.10 | 0.42% | -2.28 | 70.91 | 0.00% | 0.00% | 0.00% |
| 2023-07 | +0.39% | +3.36% | 0.65% | -0.12% | -1.19 | 0.40% | -8.80 | 72.95 | 0.00% | 0.00% | 0.00% |
| 2023-06 | +0.39% | +2.96% | 0.65% | -0.12% | -1.29 | 0.37% | -4.41 | 81.50 | 0.00% | 0.00% | 0.04% |
| 2023-05 | +0.35% | +2.56% | 0.65% | -0.12% | -1.38 | 0.33% | -3.62 | 85.64 | 0.00% | 0.00% | 0.00% |
| 2023-04 | +0.37% | +2.20% | 0.65% | -0.12% | -1.38 | 0.30% | -1.00 | 89.00 | 0.00% | 0.00% | 0.00% |
| 2023-03 | +0.33% | +1.82% | 0.65% | -0.12% | -1.50 | 0.26% | -0.63 | 89.72 | 0.00% | 0.00% | 0.00% |
| 2023-02 | +0.23% | +1.49% | 0.65% | -0.12% | -1.50 | 0.22% | -4.31 | 90.10 | 0.00% | 0.00% | 0.00% |
| 2023-01 | +0.30% | +1.26% | 0.65% | -0.12% | -1.38 | 0.20% | -1.38 | 94.24 | 0.00% | 0.00% | 0.00% |
| 2022-12 | +0.19% | +0.95% | 0.60% | -0.12% | -1.45 | 0.16% | +1.64 | 95.38 | 0.00% | 0.00% | 0.00% |
| 2022-11 | +0.25% | +0.76% | 0.60% | -0.12% | -1.33 | 0.14% | -5.71 | 93.62 | 0.00% | 0.00% | 0.00% |
| 2022-10 | +0.05% | +0.51% | 0.60% | -0.12% | -1.51 | 0.08% | +11.00 | 99.15 | 0.00% | 0.00% | 0.00% |
| 2022-09 | +0.15% | +0.46% | 0.60% | -0.12% | -1.38 | 0.08% | -0.92 | 88.17 | 0.00% | 0.00% | 0.00% |
| 2022-08 | +0.00% | +0.31% | 0.60% | -0.12% | -1.65 | 0.05% | -17.16 | 88.99 | 0.00% | 0.00% | 0.00% |
| 2022-07 | +0.00% | +0.31% | 0.60% | -0.12% | -1.70 | 0.05% | +5.11 | 106.20 | 0.00% | 0.00% | 0.00% |
| 2022-06 | -0.02% | +0.31% | 0.60% | -0.12% | -1.58 | 0.05% | +8.94 | 101.15 | 0.00% | 0.00% | 0.00% |
| 2022-05 | +0.01% | +0.33% | 0.60% | -0.12% | -1.48 | 0.05% | +12.68 | 92.28 | 0.00% | 0.00% | 0.00% |
| 2022-04 | +0.00% | +0.32% | 0.60% | -0.12% | -1.61 | 0.05% | -10.64 | 79.66 | 0.00% | 0.00% | 0.00% |
| 2022-03 | +0.00% | +0.32% | 0.60% | -0.12% | -1.69 | 0.05% | +1.25 | 90.35 | 0.00% | 0.00% | 0.00% |
| 2022-02 | -0.03% | +0.32% | 0.60% | -0.12% | -1.69 | 0.05% | +15.29 | 89.15 | 0.00% | 0.00% | 0.00% |
| 2022-01 | +0.01% | +0.35% | 0.60% | -0.12% | -1.59 | 0.05% | +5.83 | 73.92 | 0.00% | 0.00% | 0.00% |
| 2021-12 | -0.03% | +0.34% | 0.66% | -0.12% | -1.68 | 0.05% | +1.92 | 68.13 | 0.00% | 0.00% | 0.00% |
| 2021-11 | +0.03% | +0.37% | 0.66% | — | — | — | -2.59 | 66.26 | 0.00% | 0.00% | 0.00% |
| 2021-10 | +0.00% | +0.34% | 0.66% | — | — | — | -2.74 | 68.87 | 0.00% | 0.00% | 0.00% |
| 2021-09 | -0.01% | +0.34% | 0.66% | — | — | — | -2.14 | 71.65 | 0.00% | 0.00% | 0.00% |
| 2021-08 | +0.00% | +0.35% | 0.66% | — | — | — | -4.70 | 73.83 | 0.00% | 0.00% | 0.00% |
| 2021-07 | +0.00% | +0.35% | 0.66% | — | — | — | +5.38 | 78.58 | 0.00% | 0.00% | 0.00% |
| 2021-06 | +0.00% | +0.35% | 0.66% | — | — | — | -3.87 | 73.25 | 0.00% | 0.00% | 0.00% |
| 2021-05 | +0.01% | +0.35% | 0.66% | — | — | — | -5.74 | 77.16 | 0.00% | 0.00% | 0.00% |
| 2021-04 | -0.01% | +0.34% | 0.66% | — | — | — | -8.58 | 82.93 | 0.00% | 0.00% | 0.00% |
| 2021-03 | +0.00% | +0.35% | 0.66% | — | — | — | -2.38 | 91.58 | 0.00% | 0.00% | 0.00% |
| 2021-02 | -0.02% | +0.35% | 0.66% | — | — | — | -5.51 | 94.00 | 0.00% | 0.00% | 0.00% |
| 2021-01 | +0.04% | +0.37% | 0.66% | — | — | — | -7.25 | 99.59 | 0.00% | 0.00% | 0.00% |
| 2020-12 | -0.01% | +0.33% | 0.67% | — | — | — | -15.64 | 106.86 | 0.00% | 0.00% | 0.00% |
| 2020-11 | +0.01% | +0.34% | 0.67% | — | — | — | -20.30 | 122.57 | 0.00% | 0.00% | 0.00% |
| 2020-10 | +0.00% | +0.33% | 0.67% | — | — | — | +3.74 | 142.92 | 0.00% | 0.00% | 0.00% |
| 2020-09 | +0.00% | +0.33% | 0.67% | — | — | — | +2.11 | 139.26 | 0.00% | 0.00% | 0.00% |
| 2020-08 | +0.00% | +0.33% | 0.67% | — | — | — | -19.43 | 137.22 | 0.00% | 0.00% | 0.00% |
| 2020-07 | +0.00% | +0.33% | 0.67% | — | — | — | +10.90 | 156.73 | 0.00% | 0.00% | 0.00% |
| 2020-06 | +0.02% | +0.33% | 0.67% | — | — | — | -9.68 | 145.92 | 0.00% | 0.00% | 0.00% |
| 2020-05 | +0.00% | +0.31% | 0.67% | — | — | — | -52.79 | 155.65 | 0.00% | 0.00% | 0.00% |
| 2020-04 | +0.03% | +0.31% | 0.67% | — | — | — | -40.39 | 208.54 | 0.00% | 0.00% | 0.00% |
| 2020-03 | +0.00% | +0.28% | 0.67% | — | — | — | +208.02 | 248.99 | 0.00% | 0.00% | 0.00% |
| 2020-02 | +0.01% | +0.28% | 0.67% | — | — | — | +15.58 | 41.05 | 0.00% | 0.00% | 0.00% |
| 2020-01 | +0.01% | +0.27% | 0.67% | — | — | — | +1.13 | 25.49 | 0.00% | 0.00% | 0.00% |
| 2019-12 | +0.01% | +0.26% | 0.60% | — | — | — | +3.87 | 24.37 | 0.00% | 0.00% | 0.00% |
| 2019-11 | +0.02% | +0.25% | 0.60% | — | — | — | +0.52 | 20.51 | 0.00% | 0.00% | 0.00% |
| 2019-10 | +0.01% | +0.23% | 0.60% | — | — | — | +0.22 | 20.00 | 0.00% | 0.00% | 0.00% |
| 2019-09 | +0.02% | +0.22% | 0.60% | — | — | — | +0.95 | 19.80 | 0.00% | 0.00% | 0.00% |
| 2019-08 | +0.02% | +0.20% | 0.60% | — | — | — | +1.05 | 18.85 | 0.00% | 0.00% | 0.00% |
| 2019-07 | +0.03% | +0.18% | 0.60% | — | — | — | -0.56 | 17.81 | 0.00% | 0.00% | 0.00% |
| 2019-06 | +0.02% | +0.15% | 0.60% | — | — | — | -0.48 | 18.37 | 0.00% | 0.00% | 0.00% |
| 2019-05 | +0.03% | +0.13% | 0.60% | — | — | — | -0.61 | 18.86 | 0.00% | 0.00% | 0.00% |
| 2019-04 | +0.01% | +0.10% | 0.60% | — | — | — | -1.97 | 19.47 | 0.00% | 0.00% | 0.00% |
| 2019-03 | +0.02% | +0.09% | 0.60% | — | — | — | -0.13 | 21.45 | 0.00% | 0.00% | 0.00% |
| 2019-02 | +0.02% | +0.07% | 0.60% | — | — | — | -0.46 | 21.59 | 0.00% | 0.00% | 0.00% |
| 2019-01 | +0.03% | +0.05% | 0.60% | — | — | — | +0.43 | 22.06 | 0.00% | 0.00% | 0.00% |
| 2018-12 | +0.01% | +0.02% | 0.73% | — | — | — | +11.24 | 21.63 | 0.00% | 0.00% | 0.00% |
| 2018-11 | +0.00% | +0.01% | 0.73% | — | — | — | +1.93 | 10.39 | 0.00% | 0.00% | 0.00% |
| 2018-10 | -0.01% | +0.01% | 0.73% | — | — | — | +0.17 | 8.46 | 0.00% | 0.00% | 0.00% |
| 2018-09 | +0.02% | +0.02% | 0.73% | — | — | — | +0.19 | 8.30 | 0.00% | 0.00% | 0.00% |
| 2018-08 | +0.00% | +0.00% | 0.73% | — | — | — | +0.33 | 8.11 | 0.00% | 0.00% | 0.00% |
| 2018-07 | -0.01% | +0.00% | 0.73% | — | — | — | +0.25 | 7.77 | 0.00% | 0.00% | 0.00% |
| 2018-06 | +0.01% | +0.01% | 0.73% | — | — | — | +0.11 | 7.53 | 0.00% | 0.00% | 0.00% |
| 2018-05 | +0.01% | +0.00% | 0.73% | — | — | — | +0.15 | 7.42 | 0.00% | 0.00% | 0.00% |
| 2018-04 | +0.00% | -0.01% | 0.73% | — | — | — | +1.33 | 7.27 | 0.00% | 0.00% | 0.00% |
| 2018-03 | +0.01% | -0.01% | 0.73% | — | — | — | +0.43 | 5.94 | 0.00% | 0.00% | 0.00% |
| 2018-02 | +0.00% | -0.02% | 0.73% | — | — | — | +1.63 | 5.51 | 0.00% | 0.00% | 0.00% |
| 2018-01 | +0.00% | -0.02% | 0.73% | — | — | — | +0.82 | 3.88 | 0.00% | 0.00% | 0.00% |
| 2017-12 | +0.00% | -0.02% | — | — | — | — | +0.96 | 3.07 | 0.00% | 0.00% | 0.00% |
| 2017-11 | +0.00% | -0.02% | — | — | — | — | +0.34 | 2.11 | 0.00% | 0.00% | 0.00% |
| 2017-10 | +0.01% | -0.02% | — | — | — | — | -0.08 | 1.77 | 0.00% | 0.00% | 0.00% |
| 2017-09 | -0.01% | -0.03% | — | — | — | — | +0.55 | 1.86 | 0.00% | 0.00% | 0.00% |
| 2017-08 | +0.00% | -0.02% | — | — | — | — | +0.21 | 1.31 | 0.00% | 0.00% | 0.00% |
| 2017-07 | +0.01% | -0.02% | — | — | — | — | -0.14 | 1.10 | 0.00% | 0.00% | 0.00% |
| 2017-06 | +0.00% | -0.03% | — | — | — | — | -0.10 | 1.24 | 0.00% | 0.00% | 0.00% |
| 2017-05 | +0.00% | -0.03% | — | — | — | — | +0.12 | 1.34 | 0.00% | 0.00% | 0.00% |
| 2017-04 | +0.01% | -0.03% | — | — | — | — | +0.20 | 1.23 | 0.00% | 0.00% | 0.00% |
| 2017-03 | +0.01% | -0.04% | — | — | — | — | +0.33 | 1.02 | 0.00% | 0.00% | 0.00% |
| 2017-02 | +0.00% | -0.05% | — | — | — | — | +0.23 | 0.69 | 0.00% | 0.00% | 0.00% |
| 2017-01 | -0.05% | -0.05% | — | — | — | — | +0.40 | 0.46 | 0.00% | 0.00% | 0.00% |
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.