פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · פנסיה

אלטשולר שחם פנסיה מקיפה מסלול לבני 50-60 (9758)

נתונים היסטוריים מלאים עבור אלטשולר שחם פנסיה מקיפה מסלול לבני 50-60 (9758), 128 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 9758 | שם קרן: אלטשולר שחם פנסיה מקיפה מסלול לבני 50-60 | סיווג קרן: קרנות חדשות | חברה שולטת: אלטשולר שחם פיננסים בע"מ | חברה מנהלת: אלטשולר שחם גמל ופנסיה בע"מ | אוכלוסיית יעד: — | התמחות: — | תת התמחות: —.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים

בחירת טווח זמן

בחירת עמודות

חודשים בטווח 128
תשואה חודשית אחרונה +1.92%
תשואה מצטברת בטווח +129.43%
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 +1.92% +129.43% 0.15% +0.48% 1.00 6.58% -47.89 +3314.13 5080.65 51.43% 40.29% 19.62%
2026-07 -0.18% +125.11% 0.15% -0.24% 0.93 6.55% -44.70 +3362.02 5042.66 51.25% 38.38% 18.58%
2026-06 -0.15% +125.51% 0.15% — 1.00 6.55% -53.92 +3406.72 5103.77 52.13% 41.18% 19.62%
2026-05 +2.07% +125.85% 0.15% +0.00% 1.02 6.55% -67.25 +3460.64 5172.77 50.01% 42.70% 19.33%
2026-04 +4.36% +121.27% 0.15% -0.96% 0.95 6.51% -43.92 +3527.89 5135.69 48.02% 39.71% 18.51%
2026-03 -2.62% +112.03% 0.15% -1.08% 0.81 6.34% -52.49 +3571.81 4969.89 46.26% 33.98% 14.63%
2026-02 -0.21% +117.73% 0.15% -1.08% 1.08 6.17% -38.62 +3624.30 5159.81 47.12% 36.70% 16.68%
2026-01 +1.67% +118.19% 0.15% -0.72% 1.14 6.13% -24.51 +3662.92 5216.40 46.38% 38.40% 17.27%
2025-12 -0.03% +114.61% 0.14% -0.72% 1.09 6.13% -47.04 +3687.43 5161.46 46.65% 37.50% 16.80%
2025-11 +0.68% +114.67% 0.14% -0.60% 1.16 6.13% +7.06 +3734.47 5217.31 45.64% 38.68% 18.90%
2025-10 +1.03% +113.22% 0.14% -0.24% 1.19 6.24% -18.78 +3727.41 5187.58 43.98% 39.87% 19.65%
2025-09 +2.62% +111.05% 0.14% -0.36% 1.16 6.24% +1.76 +3746.19 5160.50 49.29% 45.14% 20.35%
2025-08 +1.11% +105.66% 0.14% -0.24% 1.04 6.20% +6.63 +3744.43 5034.03 48.28% 48.30% 19.94%
2025-07 +0.99% +103.40% 0.14% -0.36% 1.04 6.24% -0.85 +3737.80 4975.15 45.86% 58.68% 21.93%
2025-06 +3.20% +101.41% 0.14% -0.36% 1.05 6.30% +7.81 +3738.65 4934.23 51.41% 57.29% 22.31%
2025-05 +3.51% +95.16% 0.14% +0.36% 0.94 6.20% +18.77 +3730.84 4780.24 48.78% 52.05% 21.18%
2025-04 +0.70% +88.54% 0.14% +0.36% 0.82 6.06% +45.10 +3712.07 4608.75 48.21% 48.28% 19.00%
2025-03 -1.14% +87.23% 0.14% +0.48% 0.87 6.30% +53.32 +3666.97 4536.41 48.05% 47.18% 19.68%
2025-02 -0.88% +89.39% 0.14% +0.84% 0.79 7.14% +54.87 +3613.65 4538.50 49.46% 56.65% 22.00%
2025-01 +1.46% +91.07% 0.14% +1.56% 0.83 7.24% +65.23 +3558.78 4530.86 49.99% 59.92% 25.34%
2024-12 -0.26% +88.32% 0.13% +1.56% 0.79 7.21% +44.26 +3493.55 4407.48 49.27% 59.64% 23.98%
2024-11 +1.63% +88.82% 0.13% +1.80% 0.85 7.21% +53.82 +3449.29 4382.25 50.69% 60.22% 22.91%
2024-10 -0.11% +85.79% 0.13% +1.92% 0.82 7.21% +59.24 +3395.47 4264.25 48.07% 53.98% 22.49%
2024-09 +2.45% +85.99% 0.13% +1.92% 0.87 7.21% +63.49 +3336.23 4216.07 47.82% 54.38% 24.64%
2024-08 +0.97% +81.54% 0.13% — 0.77 7.17% +42.70 +3272.74 4060.15 51.56% 56.59% 23.84%
2024-07 +0.76% +79.80% 0.13% +1.92% 0.77 7.17% +36.60 +3230.04 3977.69 49.46% 49.06% 22.62%
2024-06 +1.56% +78.44% 0.13% +2.40% 0.77 7.17% +26.78 +3193.44 3918.03 52.51% 55.05% 25.48%
2024-05 +2.35% +75.70% 0.13% +2.16% 0.75 7.17% +21.29 +3166.66 3837.03 49.06% 57.12% 24.94%
2024-04 -0.93% +71.67% 0.13% +1.92% 0.64 7.21% +30.85 +3145.37 3729.80 46.91% 53.78% 23.12%
2024-03 +2.90% +73.28% 0.13% +1.80% 0.75 7.21% +19.63 +3114.52 3739.90 51.06% 56.70% 26.44%
2024-02 +1.88% +68.40% 0.13% +1.80% 0.65 7.14% +29.83 +3094.89 3621.53 51.61% 55.48% 25.78%
2024-01 +0.32% +65.29% 0.13% +1.92% 0.60 7.10% -22.87 +3065.06 3531.60 50.26% 58.86% 24.59%
2023-12 +2.40% +64.76% 0.13% +2.04% 0.65 7.21% +17.35 +3087.93 3539.37 51.01% 60.01% 25.95%
2023-11 +2.84% +60.90% 0.13% +2.16% 0.53 7.31% +32.86 +3070.58 3444.87 48.53% 61.59% 24.56%
2023-10 -1.65% +56.46% 0.13% +1.92% 0.43 7.21% +11.44 +3037.72 3334.86 45.58% 63.02% 20.57%
2023-09 -1.15% +59.08% 0.13% +1.68% 0.51 7.24% +8.81 +3026.28 3385.86 43.36% 58.09% 20.75%
2023-08 -0.36% +60.93% 0.13% +1.68% 0.59 7.21% -51.77 +3017.47 3423.46 44.39% 57.92% 22.76%
2023-07 +2.64% +61.51% 0.13% +1.80% 0.65 7.21% +1.33 +3069.24 3472.75 42.98% 54.56% 21.47%
2023-06 +2.08% +57.36% 0.13% +1.68% 0.57 7.14% -17.51 +3067.91 3387.38 45.39% 55.30% 21.79%
2023-05 +0.52% +54.15% 0.13% +1.44% 0.50 7.10% -2.86 +3085.42 3342.77 44.42% 53.84% 23.62%
2023-04 +1.95% +53.36% 0.13% +1.56% 0.51 7.10% +30.78 +3088.28 3327.75 46.98% 49.14% 23.36%
2023-03 +0.37% +50.42% 0.13% +1.20% 0.45 7.07% -58.48 +3057.50 3231.10 45.98% 50.54% 22.37%
2023-02 -0.39% +49.87% 0.13% +1.44% 0.44 7.10% -59.81 +3115.98 3283.86 44.61% 50.49% 21.32%
2023-01 +2.51% +50.46% 0.13% +1.44% 0.47 7.10% -41.40 +3175.79 3361.93 44.97% 48.60% 25.72%
2022-12 -1.78% +46.77% 0.12% +1.32% 0.40 7.03% -66.21 +3217.19 3326.50 40.45% 42.84% 20.90%
2022-11 +2.16% +49.43% 0.12% +1.56% 0.52 6.96% -49.10 +3283.40 3465.74 42.77% 41.70% 18.75%
2022-10 +2.45% +46.27% 0.12% +1.08% 0.44 6.93% +75.30 +3332.50 3441.83 45.75% 43.91% 12.38%
2022-09 -4.04% +42.77% 0.12% +1.20% 0.36 6.86% -44.28 +3257.20 3290.12 45.33% 44.53% 12.24%
2022-08 -1.10% +48.78% 0.12% +1.32% 0.60 6.58% +14.49 +3301.48 3482.20 48.61% 46.56% 13.60%
2022-07 +4.49% +50.44% 0.12% +1.32% 0.69 6.55% +19.56 +3286.99 3515.03 51.20% 50.04% 17.66%
2022-06 -4.17% +43.97% 0.12% +0.96% 0.52 6.30% -11.43 +3267.43 3335.39 57.32% 57.40% 17.80%
2022-05 -1.76% +50.24% 0.12% +1.80% 0.81 5.92% +5.38 +3278.86 3518.57 57.70% 55.52% 19.82%
2022-04 -2.30% +52.93% 0.12% +1.80% 0.96 5.85% -0.36 +3273.48 3572.34 55.88% 58.27% 19.86%
2022-03 +1.10% +56.53% 0.12% +2.04% 1.16 5.72% -35.43 +3273.84 3659.27 49.95% 51.40% 20.98%
2022-02 -0.79% +54.83% 0.12% +1.92% 1.12 5.72% +29.02 +3309.27 3602.67 55.48% 56.85% 19.94%
2022-01 -1.76% +56.06% 0.12% +2.28% 1.21 5.68% +114.79 +3280.25 3608.19 56.76% 58.98% 16.16%
2021-12 +1.25% +58.86% 0.13% +2.76% 1.37 5.58% +33.90 +3165.46 3563.16 50.98% 52.59% 14.94%
2021-11 -0.15% +56.90% 0.13% +2.76% 1.32 5.58% +59.91 +3131.56 3490.81 50.14% 52.43% 14.31%
2021-10 +2.61% +57.13% 0.13% +3.00% 1.36 5.58% +167.62 +3071.65 3439.16 46.00% 49.23% 17.39%
2021-09 -1.70% +53.13% 0.13% +2.88% 1.26 5.51% +40.23 +2904.03 3192.27 46.97% 48.68% 15.47%
2021-08 +0.70% +55.78% 0.13% +3.36% 1.40 5.40% +90.88 +2863.80 3212.44 47.06% 48.46% 17.44%
2021-07 -0.06% +54.70% 0.13% +3.60% 1.38 5.40% +193.15 +2772.92 3102.89 43.82% 45.59% 18.28%
2021-06 +0.86% +54.79% 0.13% +3.72% 1.44 5.44% +132.97 +2579.77 2920.92 45.13% 47.00% 19.75%
2021-05 +0.65% +53.47% 0.13% +3.60% 1.39 5.44% +123.70 +2446.80 2768.53 47.22% 50.39% 23.86%
2021-04 +2.19% +52.48% 0.13% +3.84% 1.39 5.47% +201.61 +2323.10 2630.74 45.76% 48.87% 22.60%
2021-03 +1.26% +49.21% 0.13% +3.72% 1.31 5.40% +171.59 +2121.49 2380.95 45.04% 48.50% 25.68%
2021-02 +0.67% +47.36% 0.13% +3.96% 1.28 5.44% +123.66 +1949.90 2180.41 46.42% 50.59% 25.42%
2021-01 +1.03% +46.38% 0.13% +3.60% 1.24 5.47% +209.47 +1826.24 2048.01 47.72% 52.83% 24.96%
2020-12 +1.60% +44.88% 0.17% +3.96% 1.21 5.47% +174.32 +1616.77 1824.73 45.68% 47.38% 23.29%
2020-11 +3.05% +42.60% 0.17% — — — +128.85 +1442.45 1632.41 38.53% 41.32% 24.37%
2020-10 -0.10% +38.38% 0.17% — — — +158.04 +1313.60 1461.69 40.19% 44.23% 23.98%
2020-09 -0.72% +38.52% 0.17% — — — +60.43 +1155.56 1309.17 40.74% 45.86% 26.07%
2020-08 +2.09% +39.53% 0.17% — — — +95.49 +1095.13 1260.30 38.81% 47.63% 27.85%
2020-07 +2.58% +36.67% 0.17% — — — +87.60 +999.64 1142.96 35.44% 43.83% 26.59%
2020-06 +0.67% +33.23% 0.17% — — — +65.06 +912.04 1029.64 32.21% 41.55% 25.43%
2020-05 +1.59% +32.34% 0.17% — — — +65.17 +846.98 961.16 30.11% 36.95% 22.35%
2020-04 +4.45% +30.27% 0.17% — — — +74.80 +781.81 882.50 31.37% 39.56% 19.17%
2020-03 -7.03% +24.72% 0.17% — — — +27.04 +707.01 785.51 34.80% 41.35% 13.20%
2020-02 -2.17% +34.15% 0.17% — — — +64.85 +679.97 803.38 35.05% 32.74% 12.61%
2020-01 +0.78% +37.13% 0.17% — — — +61.96 +615.12 758.39 35.18% 31.11% 13.92%
2019-12 +0.84% +36.07% 0.23% — — — +44.59 +553.16 692.22 37.00% 32.20% 12.95%
2019-11 +1.36% +34.94% 0.23% — — — +32.14 +508.57 636.20 37.79% 32.62% 12.57%
2019-10 +1.21% +33.12% 0.23% — — — +35.75 +476.43 597.97 38.35% 33.28% 13.46%
2019-09 +1.36% +31.53% 0.23% — — — +25.47 +440.68 556.19 41.16% 30.64% 12.92%
2019-08 -0.19% +29.77% 0.23% — — — +27.64 +415.21 524.33 41.75% 29.10% 13.10%
2019-07 +0.92% +30.02% 0.23% — — — +41.38 +387.57 497.99 38.30% 29.86% 12.94%
2019-06 +2.05% +28.83% 0.23% — — — +30.99 +346.19 453.22 38.21% 28.67% 12.80%
2019-05 -1.48% +26.24% 0.23% — — — +19.88 +315.20 418.90 30.28% 20.11% 13.21%
2019-04 +2.15% +28.14% 0.23% — — — +19.72 +295.32 405.87 36.28% 25.03% 13.27%
2019-03 +0.66% +25.44% 0.23% — — — +16.21 +275.60 378.82 38.96% 29.41% 13.59%
2019-02 +1.32% +24.62% 0.23% — — — +10.49 +259.39 360.47 38.96% 26.33% 13.16%
2019-01 +3.38% +23.00% 0.23% — — — +21.63 +248.90 345.94 36.59% 23.52% 14.73%
2018-12 -2.47% +18.97% 0.26% — — — +10.20 +227.27 314.10 38.20% 28.19% 17.48%
2018-11 +0.21% +21.99% 0.26% — — — +5.64 +217.07 312.17 35.17% 25.09% 18.44%
2018-10 -1.90% +21.73% 0.26% — — — +6.95 +211.43 306.21 36.79% 26.84% 17.00%
2018-09 +0.07% +24.09% 0.26% — — — +9.05 +204.48 305.41 36.57% 27.20% 14.37%
2018-08 +1.21% +24.00% 0.26% — — — +12.53 +195.43 296.42 34.79% 23.53% 14.83%
2018-07 +1.13% +22.52% 0.26% — — — +11.41 +182.90 280.29 33.97% 22.27% 16.10%
2018-06 -0.19% +21.15% 0.26% — — — +13.67 +171.49 263.47 30.47% 19.16% 13.46%
2018-05 +0.97% +21.38% 0.26% — — — +12.26 +157.82 250.23 34.97% 22.76% 12.86%
2018-04 +0.69% +20.22% 0.26% — — — +12.59 +145.56 236.27 34.59% 22.55% 12.33%
2018-03 -0.65% +19.39% 0.26% — — — +9.75 +132.97 222.30 33.60% 20.27% 11.82%
2018-02 -0.52% +20.17% 0.26% — — — +6.65 +123.22 213.78 33.08% 18.96% 10.08%
2018-01 +1.18% +20.80% 0.26% — — — +17.09 +116.57 208.33 33.97% 19.94% 8.93%
2017-12 +1.03% +19.39% 0.31% — — — +6.57 +99.48 189.10 34.45% 22.96% 18.21%
2017-11 +0.57% +18.18% 0.31% — — — +9.69 +92.91 180.79 33.18% 21.35% 16.54%
2017-10 +1.19% +17.51% 0.31% — — — +10.67 +83.22 170.07 32.79% 21.87% 18.17%
2017-09 +0.50% +16.12% 0.31% — — — +8.88 +72.55 157.60 33.04% 23.38% 17.54%
2017-08 +0.78% +15.55% 0.31% — — — +5.66 +63.67 148.04 32.90% 23.60% 18.02%
2017-07 +1.09% +14.65% 0.31% — — — +8.70 +58.01 141.29 32.67% 24.18% 16.56%
2017-06 +0.00% +13.42% 0.31% — — — +4.78 +49.31 131.22 32.62% 24.37% 13.50%
2017-05 +1.19% +13.42% 0.31% — — — +4.16 +44.53 126.69 31.63% 24.70% 15.93%
2017-04 +0.82% +12.08% 0.31% — — — +7.66 +40.37 121.07 30.10% 23.12% 15.45%
2017-03 +0.92% +11.17% 0.31% — — — +3.73 +32.71 112.56 30.86% 24.35% 16.30%
2017-02 +1.17% +10.16% 0.31% — — — +4.17 +28.98 107.91 30.15% 23.82% 17.45%
2017-01 +0.40% +8.88% 0.31% — — — +6.99 +24.81 102.59 32.36% 27.88% 24.86%
2016-12 +0.91% +8.45% 0.33% — — — +4.23 +17.82 95.33 31.63% 25.78% 21.91%
2016-11 +0.60% +7.47% 0.33% — — — +3.79 +13.59 90.33 32.66% 29.82% 24.98%
2016-10 +0.62% +6.83% 0.33% — — — +1.62 +9.80 86.03 36.84% 33.19% 31.78%
2016-09 -0.22% +6.17% 0.33% — — — +1.37 +8.18 83.95 34.23% 29.99% 29.15%
2016-08 +0.61% +6.41% 0.33% — — — +1.52 +6.81 82.95 32.56% 28.72% 27.34%
2016-07 +2.11% +5.76% 0.33% — — — +4.13 +5.29 80.98 31.80% 27.81% 25.66%
2016-06 -0.46% +3.58% 0.33% — — — +1.16 +1.16 75.31 35.16% 34.87% 34.58%
2016-05 +0.91% +4.05% 0.33% — — — — +0.00 75.00 — — —
2016-04 +1.08% +3.12% 0.33% — — — — +0.00 71.89 — — —
2016-03 +2.04% +2.01% 0.33% — — — — +0.00 68.18 — — —
2016-02 -0.77% -0.03% 0.33% — — — — +0.00 66.95 — — —
2016-01 +0.75% +0.75% 0.33% — — — — +0.00 65.97 — — —

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.