חודשים בטווח
117
נתונים היסטוריים · קופות גמל להשקעה
אלטשולר שחם חיסכון פלוס מניות (7799)
נתונים היסטוריים מלאים עבור אלטשולר שחם חיסכון פלוס מניות (7799), 117 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7799 | שם קרן: אלטשולר שחם חיסכון פלוס מניות | 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: מניות.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אלטשולר שחם חיסכון פלוס מניות (7799) ישירות למייל.
בחירת טווח זמן
תשואה חודשית אחרונה
+3.40%
תשואה מצטברת בטווח
+167.87%
| 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 | +3.40% | +167.87% | 0.59% | -2.16% | 0.82 | 12.29% | -70.86 | +1831.45 | 4278.61 | 97.14% | 61.13% | 30.59% |
| 2026-07 | -0.26% | +159.06% | 0.59% | -3.60% | 0.75 | 12.24% | -77.02 | +1902.31 | 4208.33 | 97.63% | 57.30% | 29.32% |
| 2026-06 | -0.68% | +159.74% | 0.59% | — | 0.80 | 12.24% | -119.79 | +1979.33 | 4298.21 | 101.21% | 64.49% | 32.11% |
| 2026-05 | +2.85% | +161.52% | 0.59% | -3.72% | 0.82 | 12.23% | -130.44 | +2099.12 | 4450.94 | 96.48% | 67.86% | 32.87% |
| 2026-04 | +8.19% | +154.27% | 0.59% | -5.16% | 0.76 | 12.19% | -66.30 | +2229.56 | 4457.83 | 94.94% | 66.30% | 32.96% |
| 2026-03 | -5.27% | +135.02% | 0.59% | -5.40% | 0.61 | 11.81% | -93.44 | +2295.86 | 4183.94 | 94.20% | 56.86% | 26.33% |
| 2026-02 | -0.61% | +148.10% | 0.59% | -5.64% | 0.86 | 11.51% | -97.58 | +2389.30 | 4515.67 | 96.71% | 62.05% | 29.35% |
| 2026-01 | +2.99% | +149.62% | 0.59% | -4.80% | 0.91 | 11.49% | -19.99 | +2486.88 | 4643.62 | 92.69% | 64.98% | 29.91% |
| 2025-12 | +0.14% | +142.37% | 0.61% | -4.92% | 0.86 | 11.46% | -25.07 | +2506.87 | 4530.61 | 97.27% | 65.80% | 30.11% |
| 2025-11 | +0.98% | +142.03% | 0.61% | -4.44% | 0.91 | 11.52% | -34.21 | +2531.94 | 4551.23 | 93.28% | 66.18% | 33.38% |
| 2025-10 | +1.62% | +139.68% | 0.61% | -3.96% | 0.95 | 11.87% | -7.17 | +2566.15 | 4543.61 | 90.24% | 68.13% | 34.73% |
| 2025-09 | +4.12% | +135.86% | 0.61% | -4.32% | 0.91 | 11.88% | -34.98 | +2573.32 | 4480.13 | 97.49% | 74.55% | 35.80% |
| 2025-08 | +1.16% | +126.53% | 0.61% | -4.20% | 0.79 | 11.88% | -17.04 | +2608.30 | 4339.23 | 96.23% | 77.00% | 34.93% |
| 2025-07 | +1.63% | +123.93% | 0.61% | -4.20% | 0.82 | 12.04% | -39.57 | +2625.34 | 4308.40 | 97.94% | 85.00% | 38.29% |
| 2025-06 | +5.54% | +120.34% | 0.61% | -4.20% | 0.83 | 12.23% | -43.58 | +2664.91 | 4280.47 | 96.83% | 89.93% | 38.51% |
| 2025-05 | +6.49% | +108.78% | 0.61% | -2.52% | 0.71 | 12.05% | -45.31 | +2708.49 | 4100.31 | 92.72% | 81.94% | 35.90% |
| 2025-04 | +0.88% | +96.05% | 0.61% | -2.52% | 0.59 | 11.81% | -36.03 | +2753.80 | 3894.92 | 94.68% | 74.77% | 31.79% |
| 2025-03 | -3.01% | +94.34% | 0.61% | -2.28% | 0.64 | 12.31% | -18.57 | +2789.83 | 3899.64 | 95.80% | 76.48% | 32.98% |
| 2025-02 | -2.65% | +100.37% | 0.61% | -2.88% | 0.55 | 14.49% | +3.85 | +2808.40 | 4041.19 | 96.83% | 87.15% | 31.71% |
| 2025-01 | +2.64% | +105.83% | 0.61% | -2.16% | 0.58 | 14.82% | +53.65 | +2804.55 | 4149.31 | 91.58% | 85.94% | 36.17% |
| 2024-12 | -0.51% | +100.53% | 0.62% | -2.28% | 0.53 | 14.79% | +25.12 | +2750.90 | 3992.23 | 91.83% | 87.18% | 34.61% |
| 2024-11 | +2.50% | +101.56% | 0.62% | -1.80% | 0.58 | 14.79% | +13.43 | +2725.78 | 3989.59 | 97.73% | 93.73% | 35.27% |
| 2024-10 | -0.28% | +96.64% | 0.62% | -1.44% | 0.55 | 14.79% | -6.59 | +2712.35 | 3881.07 | 92.59% | 86.80% | 33.57% |
| 2024-09 | +3.55% | +97.20% | 0.62% | -1.68% | 0.58 | 14.80% | -22.05 | +2718.94 | 3900.10 | 92.20% | 92.65% | 42.19% |
| 2024-08 | +1.08% | +90.44% | 0.62% | — | 0.51 | 14.77% | -39.15 | +2740.99 | 3789.79 | 98.78% | 97.93% | 40.46% |
| 2024-07 | +1.01% | +88.40% | 0.62% | -1.56% | 0.51 | 14.80% | -34.21 | +2780.14 | 3791.21 | 97.40% | 85.04% | 37.54% |
| 2024-06 | +2.52% | +86.52% | 0.62% | -0.72% | 0.50 | 14.80% | -42.26 | +2814.35 | 3789.18 | 100.90% | 95.92% | 41.90% |
| 2024-05 | +3.32% | +81.93% | 0.62% | -1.20% | 0.48 | 14.84% | -48.43 | +2856.61 | 3739.47 | 95.60% | 89.27% | 42.01% |
| 2024-04 | -2.33% | +76.09% | 0.62% | -1.56% | 0.39 | 14.90% | -67.06 | +2905.04 | 3668.18 | 94.11% | 86.72% | 40.36% |
| 2024-03 | +4.53% | +80.29% | 0.62% | -1.80% | 0.49 | 14.90% | -99.95 | +2972.10 | 3825.41 | 98.42% | 97.91% | 45.98% |
| 2024-02 | +3.91% | +72.47% | 0.62% | -1.68% | 0.40 | 14.80% | -99.81 | +3072.05 | 3759.83 | 101.06% | 92.90% | 46.04% |
| 2024-01 | +0.62% | +65.98% | 0.62% | -1.44% | 0.34 | 14.75% | -113.31 | +3171.86 | 3717.57 | 100.90% | 91.74% | 44.14% |
| 2023-12 | +3.83% | +64.96% | 0.64% | -1.44% | 0.38 | 15.06% | -13.87 | +3285.17 | 3808.25 | 101.21% | 92.69% | 46.03% |
| 2023-11 | +4.33% | +58.88% | 0.64% | -0.96% | 0.26 | 15.31% | -16.77 | +3299.04 | 3683.31 | 100.31% | 90.57% | 46.50% |
| 2023-10 | -3.70% | +52.28% | 0.64% | -1.32% | 0.17 | 15.21% | -53.15 | +3315.81 | 3548.39 | 98.52% | 90.70% | 40.14% |
| 2023-09 | -2.23% | +58.13% | 0.64% | -2.04% | 0.23 | 15.33% | -31.30 | +3368.96 | 3740.46 | 94.39% | 82.46% | 40.13% |
| 2023-08 | -1.50% | +61.74% | 0.64% | -2.52% | 0.30 | 15.29% | -59.42 | +3400.26 | 3859.44 | 94.71% | 83.01% | 44.28% |
| 2023-07 | +4.77% | +64.20% | 0.64% | -2.04% | 0.37 | 15.31% | -56.63 | +3459.68 | 3981.42 | 92.66% | 82.09% | 41.84% |
| 2023-06 | +4.05% | +56.73% | 0.64% | -2.16% | 0.29 | 15.20% | -28.66 | +3516.31 | 3857.26 | 93.86% | 86.75% | 41.21% |
| 2023-05 | +0.13% | +50.63% | 0.64% | -2.76% | 0.20 | 15.13% | -30.00 | +3544.97 | 3736.46 | 90.83% | 84.97% | 44.04% |
| 2023-04 | +3.15% | +50.43% | 0.64% | -2.52% | 0.22 | 15.15% | -25.50 | +3574.97 | 3763.58 | 94.85% | 87.96% | 43.74% |
| 2023-03 | -0.17% | +45.84% | 0.64% | -3.00% | 0.17 | 15.11% | -53.74 | +3600.47 | 3675.62 | 90.38% | 85.28% | 41.77% |
| 2023-02 | -1.31% | +46.09% | 0.64% | -2.64% | 0.17 | 15.15% | -51.76 | +3654.21 | 3737.82 | 89.60% | 83.71% | 40.26% |
| 2023-01 | +4.01% | +48.03% | 0.64% | -2.52% | 0.20 | 15.16% | -56.33 | +3705.97 | 3840.87 | 90.08% | 83.55% | 50.19% |
| 2022-12 | -4.07% | +42.32% | 0.64% | -2.64% | 0.13 | 15.10% | -67.42 | +3762.30 | 3749.96 | 86.16% | 78.83% | 45.36% |
| 2022-11 | +3.65% | +48.36% | 0.64% | -2.28% | 0.25 | 14.98% | -70.75 | +3829.72 | 3980.73 | 86.86% | 76.63% | 39.98% |
| 2022-10 | +4.37% | +43.13% | 0.64% | -3.12% | 0.18 | 14.91% | -57.37 | +3900.47 | 3912.53 | 91.38% | 80.12% | 24.55% |
| 2022-09 | -7.88% | +37.14% | 0.64% | -2.76% | 0.11 | 14.83% | -34.72 | +3957.84 | 3806.50 | 95.88% | 85.92% | 25.47% |
| 2022-08 | -2.93% | +48.87% | 0.64% | -2.64% | 0.31 | 14.35% | -62.07 | +3992.56 | 4169.64 | 95.52% | 81.82% | 28.14% |
| 2022-07 | +7.66% | +53.36% | 0.64% | -2.52% | 0.40 | 14.26% | -103.50 | +4054.63 | 4359.79 | 96.95% | 82.42% | 33.80% |
| 2022-06 | -7.81% | +42.45% | 0.64% | -3.00% | 0.25 | 13.92% | -118.44 | +4158.13 | 4152.06 | 104.93% | 92.44% | 34.59% |
| 2022-05 | -3.85% | +54.52% | 0.64% | -1.68% | 0.46 | 13.40% | -84.16 | +4276.57 | 4631.87 | 100.00% | 100.00% | 37.46% |
| 2022-04 | -4.45% | +60.71% | 0.64% | -1.92% | 0.59 | 13.26% | -23.24 | +4360.73 | 4910.68 | 107.33% | 100.28% | 37.86% |
| 2022-03 | +1.12% | +68.19% | 0.64% | -1.44% | 0.74 | 13.05% | -67.28 | +4383.97 | 5166.42 | 99.86% | 91.85% | 40.47% |
| 2022-02 | -1.44% | +66.33% | 0.64% | -1.32% | 0.73 | 13.06% | -38.52 | +4451.25 | 5180.45 | 108.27% | 99.92% | 37.83% |
| 2022-01 | -4.06% | +68.76% | 0.64% | -0.72% | 0.80 | 13.03% | +104.44 | +4489.77 | 5298.57 | 116.52% | 109.56% | 30.96% |
| 2021-12 | +2.21% | +75.90% | 0.67% | +0.36% | 0.94 | 12.84% | +86.68 | +4385.33 | 5420.55 | 100.00% | 96.74% | 27.02% |
| 2021-11 | -0.38% | +72.10% | 0.67% | +0.48% | 0.90 | 12.83% | +36.40 | +4298.65 | 5220.03 | 100.00% | 98.91% | 26.70% |
| 2021-10 | +4.92% | +72.75% | 0.67% | — | — | — | +43.62 | +4262.25 | 5206.90 | 97.45% | 92.75% | 29.79% |
| 2021-09 | -3.58% | +64.65% | 0.67% | — | — | — | +69.09 | +4218.63 | 4922.33 | 99.34% | 93.80% | 27.97% |
| 2021-08 | +0.87% | +70.77% | 0.67% | — | — | — | +73.08 | +4149.54 | 5038.62 | 96.70% | 90.95% | 31.23% |
| 2021-07 | -0.59% | +69.29% | 0.67% | — | — | — | +108.26 | +4076.46 | 4924.63 | 91.71% | 87.25% | 34.41% |
| 2021-06 | +1.13% | +70.30% | 0.67% | — | — | — | +191.10 | +3968.20 | 4848.44 | 96.69% | 93.21% | 37.84% |
| 2021-05 | +0.83% | +68.40% | 0.67% | — | — | — | +156.14 | +3777.10 | 4606.06 | 99.93% | 97.39% | 44.58% |
| 2021-04 | +3.92% | +67.01% | 0.67% | — | — | — | +169.72 | +3620.96 | 4413.31 | 98.30% | 95.93% | 43.39% |
| 2021-03 | +2.12% | +60.71% | 0.67% | — | — | — | +134.16 | +3451.24 | 4084.20 | 96.55% | 93.69% | 50.57% |
| 2021-02 | +1.26% | +57.37% | 0.67% | — | — | — | +170.07 | +3317.08 | 3868.34 | 97.40% | 95.05% | 48.21% |
| 2021-01 | +1.96% | +55.41% | 0.67% | — | — | — | +267.16 | +3147.01 | 3659.03 | 100.00% | 97.97% | 46.69% |
| 2020-12 | +3.47% | +52.43% | 0.66% | — | — | — | +247.23 | +2879.85 | 3329.56 | 98.90% | 87.43% | 44.83% |
| 2020-11 | +7.31% | +47.32% | 0.66% | — | — | — | +132.22 | +2632.62 | 2976.75 | 96.51% | 83.82% | 48.15% |
| 2020-10 | -0.29% | +37.28% | 0.66% | — | — | — | +58.62 | +2500.40 | 2650.91 | 100.00% | 88.99% | 47.35% |
| 2020-09 | -2.37% | +37.68% | 0.66% | — | — | — | +40.97 | +2441.78 | 2602.79 | 100.00% | 89.44% | 48.58% |
| 2020-08 | +5.16% | +41.02% | 0.66% | — | — | — | +72.03 | +2400.81 | 2625.48 | 95.21% | 91.18% | 47.50% |
| 2020-07 | +5.77% | +34.10% | 0.66% | — | — | — | +17.72 | +2328.78 | 2427.87 | 94.16% | 82.50% | 45.25% |
| 2020-06 | +1.18% | +26.79% | 0.66% | — | — | — | +64.31 | +2311.06 | 2279.69 | 84.80% | 76.38% | 41.42% |
| 2020-05 | +2.70% | +25.31% | 0.66% | — | — | — | +137.11 | +2246.75 | 2191.19 | 78.97% | 65.73% | 36.18% |
| 2020-04 | +8.57% | +22.01% | 0.66% | — | — | — | +112.50 | +2109.64 | 1998.11 | 79.72% | 62.18% | 31.14% |
| 2020-03 | -16.54% | +12.38% | 0.66% | — | — | — | -141.12 | +1997.14 | 1733.35 | 89.10% | 62.26% | 23.08% |
| 2020-02 | -6.92% | +34.65% | 0.66% | — | — | — | +90.76 | +2138.26 | 2243.16 | 94.35% | 68.89% | 24.93% |
| 2020-01 | +0.99% | +44.66% | 0.66% | — | — | — | +195.21 | +2047.50 | 2321.09 | 88.67% | 60.95% | 27.39% |
| 2019-12 | +1.61% | +43.25% | 0.65% | — | — | — | +200.58 | +1852.29 | 2107.25 | 90.70% | 61.80% | 25.90% |
| 2019-11 | +2.56% | +40.98% | 0.65% | — | — | — | +82.82 | +1651.71 | 1875.71 | 92.15% | 60.12% | 25.44% |
| 2019-10 | +2.19% | +37.46% | 0.65% | — | — | — | +45.39 | +1568.89 | 1748.13 | 92.52% | 60.16% | 25.41% |
| 2019-09 | +2.58% | +34.51% | 0.65% | — | — | — | +51.41 | +1523.50 | 1666.45 | 98.84% | 67.81% | 22.33% |
| 2019-08 | -1.48% | +31.13% | 0.65% | — | — | — | +50.69 | +1472.09 | 1574.87 | 96.27% | 71.30% | 22.94% |
| 2019-07 | +1.12% | +33.10% | 0.65% | — | — | — | +71.67 | +1421.40 | 1547.74 | 92.61% | 65.25% | 21.77% |
| 2019-06 | +3.74% | +31.62% | 0.65% | — | — | — | +57.55 | +1349.73 | 1460.65 | 78.99% | 55.42% | 16.64% |
| 2019-05 | -3.34% | +26.88% | 0.65% | — | — | — | +54.00 | +1292.18 | 1352.47 | 72.89% | 44.74% | 16.57% |
| 2019-04 | +3.63% | +31.26% | 0.65% | — | — | — | +53.41 | +1238.18 | 1344.77 | 87.71% | 59.65% | 15.59% |
| 2019-03 | +0.78% | +26.67% | 0.65% | — | — | — | +49.51 | +1184.77 | 1246.32 | 94.68% | 63.75% | 16.05% |
| 2019-02 | +2.50% | +25.69% | 0.65% | — | — | — | +48.15 | +1135.26 | 1187.98 | 93.46% | 59.86% | 16.31% |
| 2019-01 | +7.38% | +22.62% | 0.65% | — | — | — | +55.29 | +1087.11 | 1112.03 | 90.30% | 55.39% | 20.21% |
| 2018-12 | -6.30% | +14.19% | 0.66% | — | — | — | +49.08 | +1031.82 | 982.36 | 97.37% | 58.17% | 27.49% |
| 2018-11 | +0.41% | +21.87% | 0.66% | — | — | — | +57.93 | +982.74 | 998.40 | 93.06% | 49.57% | 33.51% |
| 2018-10 | -5.45% | +21.37% | 0.66% | — | — | — | +56.45 | +924.81 | 937.29 | 99.85% | 59.24% | 31.68% |
| 2018-09 | -0.46% | +28.37% | 0.66% | — | — | — | +39.77 | +868.36 | 933.13 | 97.99% | 58.95% | 23.47% |
| 2018-08 | +3.16% | +28.96% | 0.66% | — | — | — | +58.61 | +828.59 | 897.70 | 93.00% | 55.10% | 25.00% |
| 2018-07 | +2.20% | +25.01% | 0.66% | — | — | — | +52.57 | +769.98 | 812.73 | 94.86% | 52.89% | 27.08% |
| 2018-06 | -0.93% | +22.32% | 0.66% | — | — | — | +44.92 | +717.41 | 743.71 | 83.62% | 44.33% | 22.99% |
| 2018-05 | +2.07% | +23.47% | 0.66% | — | — | — | +39.81 | +672.49 | 706.73 | 93.89% | 55.45% | 22.74% |
| 2018-04 | +1.63% | +20.97% | 0.66% | — | — | — | +33.59 | +632.68 | 653.84 | 92.40% | 53.78% | 20.77% |
| 2018-03 | -2.23% | +19.02% | 0.66% | — | — | — | +50.94 | +599.09 | 610.31 | 89.38% | 47.77% | 18.53% |
| 2018-02 | -1.46% | +21.74% | 0.66% | — | — | — | +65.49 | +548.15 | 573.27 | 86.69% | 44.59% | 15.72% |
| 2018-01 | +2.43% | +23.54% | 0.66% | — | — | — | +135.94 | +482.66 | 514.93 | 88.74% | 46.30% | 15.57% |
| 2017-12 | +1.94% | +20.61% | — | — | — | — | +100.74 | +346.72 | 369.64 | 86.27% | 41.29% | 41.07% |
| 2017-11 | +1.18% | +18.32% | — | — | — | — | +48.14 | +245.98 | 262.91 | 87.64% | 40.96% | 39.94% |
| 2017-10 | +2.52% | +16.94% | — | — | — | — | +27.13 | +197.84 | 211.93 | 86.97% | 43.88% | 43.17% |
| 2017-09 | +1.21% | +14.06% | — | — | — | — | +22.50 | +170.71 | 180.16 | 88.08% | 46.21% | 44.04% |
| 2017-08 | +0.98% | +12.70% | — | — | — | — | +24.04 | +148.21 | 155.70 | 86.16% | 44.69% | 42.44% |
| 2017-07 | +2.12% | +11.61% | — | — | — | — | +18.23 | +124.17 | 130.36 | 86.39% | 42.37% | 36.32% |
| 2017-06 | -0.58% | +9.29% | — | — | — | — | +18.59 | +105.94 | 109.79 | 88.04% | 43.48% | 33.05% |
| 2017-05 | +2.23% | +9.93% | — | — | — | — | +17.91 | +87.35 | 91.93 | 83.32% | 45.21% | 36.81% |
| 2017-04 | +1.12% | +7.53% | — | — | — | — | +13.07 | +69.44 | 72.27 | 77.76% | 41.05% | 32.89% |
| 2017-03 | +1.97% | +6.34% | — | — | — | — | +14.91 | +56.37 | 58.50 | 82.91% | 41.23% | 33.69% |
| 2017-02 | +2.22% | +4.28% | — | — | — | — | +17.45 | +41.46 | 42.73 | 76.57% | 41.87% | 36.06% |
| 2017-01 | +0.56% | +2.02% | — | — | — | — | +14.87 | +24.01 | 24.57 | 73.79% | 42.82% | 43.59% |
| 2016-12 | +1.45% | +1.45% | — | — | — | — | +9.14 | +9.14 | 9.73 | 60.95% | 36.18% | 31.24% |
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.