פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · גמל

אלטשולר שחם גמל לבני 60 ומעלה (9952)

נתונים היסטוריים מלאים עבור אלטשולר שחם גמל לבני 60 ומעלה (9952), 128 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 9952 | שם קרן: אלטשולר שחם גמל לבני 60 ומעלה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: אלטשולר שחם פיננסים בע"מ | חברה מנהלת: אלטשולר שחם גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מדרגות | תת התמחות: 60 ומעלה.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים

בחירת טווח זמן

בחירת עמודות

חודשים בטווח 128
תשואה חודשית אחרונה +1.19%
תשואה מצטברת בטווח +68.39%
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 +1.19% +68.39% 0.61% -0.48% 0.57 4.16% -225.16 -4587.30 8774.44 28.63% 34.80% 18.91%
2026-07 -0.33% +66.41% 0.61% -0.84% 0.51 4.15% -234.56 -4362.14 8898.58 28.59% 34.36% 18.24%
2026-06 +0.58% +66.96% 0.61% — 0.56 4.14% -327.04 -4127.58 9167.33 29.09% 35.79% 18.60%
2026-05 +1.39% +66.00% 0.61% -0.84% 0.57 4.14% -326.58 -3800.54 9444.86 26.03% 33.54% 17.37%
2026-04 +2.06% +63.72% 0.61% -1.20% 0.51 4.11% -214.19 -3473.96 9644.56 24.64% 32.14% 16.92%
2026-03 -1.55% +60.41% 0.61% -1.20% 0.39 4.06% -316.04 -3259.77 9665.41 22.97% 29.76% 15.16%
2026-02 +0.22% +62.94% 0.61% -1.20% 0.64 3.98% -360.36 -2943.73 10141.58 23.36% 29.13% 15.68%
2026-01 +0.95% +62.58% 0.61% -1.08% 0.66 3.98% -246.28 -2583.37 10484.46 22.48% 28.35% 15.32%
2025-12 -0.06% +61.05% 0.64% -1.08% 0.63 3.98% -282.78 -2337.09 10635.65 21.99% 27.90% 15.19%
2025-11 +0.38% +61.15% 0.64% -0.96% 0.71 3.99% -233.76 -2054.31 10931.34 21.38% 29.20% 16.46%
2025-10 +1.06% +60.54% 0.64% -0.84% 0.77 4.09% -142.96 -1820.55 11130.08 21.08% 30.49% 17.10%
2025-09 +1.49% +58.86% 0.64% -0.96% 0.71 4.08% -287.72 -1677.59 11161.14 24.12% 34.81% 17.70%
2025-08 +0.94% +56.52% 0.64% -0.96% 0.58 4.11% -240.42 -1389.87 11289.02 22.64% 38.09% 17.57%
2025-07 +0.41% +55.07% 0.64% -0.96% 0.58 4.15% -251.91 -1149.45 11428.90 21.44% 31.38% 16.57%
2025-06 +2.09% +54.43% 0.64% -0.96% 0.62 4.20% -271.24 -897.54 11639.69 23.25% 45.58% 18.24%
2025-05 +0.91% +51.27% 0.64% -0.48% 0.50 4.13% -241.90 -626.30 11676.44 21.50% 41.14% 17.93%
2025-04 +0.59% +49.91% 0.64% -0.24% 0.50 4.16% -162.69 -384.40 11817.80 19.88% 37.57% 17.30%
2025-03 -0.15% +49.03% 0.64% -0.12% 0.56 4.51% -224.79 -221.71 11918.47 19.81% 37.50% 17.58%
2025-02 +0.14% +49.25% 0.64% -0.60% 0.39 5.58% -167.88 +3.08 12167.44 19.90% 41.12% 17.79%
2025-01 +0.67% +49.04% 0.64% +0.00% 0.39 5.59% -40.96 +170.96 12324.31 19.51% 42.43% 18.45%
2024-12 -0.14% +48.05% 0.65% +0.12% 0.39 5.60% -77.93 +211.92 12289.80 19.81% 41.57% 18.16%
2024-11 +1.22% +48.26% 0.65% +0.24% 0.44 5.59% -15.15 +289.85 12391.09 21.40% 39.45% 15.32%
2024-10 +0.08% +46.47% 0.65% +0.48% 0.40 5.58% -80.21 +305.00 12263.42 20.65% 30.59% 14.32%
2024-09 +1.31% +46.35% 0.65% +0.36% 0.44 5.58% -85.87 +385.21 12345.04 21.23% 30.94% 15.75%
2024-08 +0.82% +44.46% 0.65% — 0.37 5.57% -58.73 +471.08 12277.84 22.28% 29.57% 14.80%
2024-07 +0.90% +43.29% 0.65% +0.48% 0.38 5.57% -30.82 +529.81 12242.71 20.18% 24.77% 14.29%
2024-06 +0.72% +42.01% 0.65% +0.96% 0.38 5.59% -114.70 +560.63 9142.42 23.39% 36.93% 16.22%
2024-05 +1.45% +40.99% 0.65% +0.84% 0.38 5.60% -139.79 +675.33 9196.11 21.19% 42.25% 16.10%
2024-04 -0.48% +38.98% 0.65% +0.60% 0.30 5.60% -161.94 +815.12 9207.59 20.44% 32.41% 14.86%
2024-03 +1.40% +39.65% 0.65% +0.48% 0.39 5.62% -188.97 +977.06 9419.09 22.18% 31.04% 16.63%
2024-02 +0.62% +37.72% 0.65% +0.60% 0.34 5.60% -223.63 +1166.03 9482.08 22.69% 53.31% 17.59%
2024-01 +0.27% +36.87% 0.65% +0.84% 0.34 5.61% -186.40 +1389.66 9651.93 21.94% 58.49% 17.45%
2023-12 +1.79% +36.50% 0.66% +0.84% 0.40 5.71% -131.77 +1576.06 9816.97 22.04% 58.91% 17.46%
2023-11 +2.14% +34.10% 0.66% +0.96% 0.29 5.74% -123.73 +1707.83 9779.75 20.69% 61.32% 16.11%
2023-10 -1.22% +31.29% 0.66% +0.96% 0.18 5.69% -77.50 +1831.56 9701.42 19.31% 64.59% 14.10%
2023-09 -1.22% +32.92% 0.66% +0.60% 0.26 5.70% -152.84 +1909.06 9903.69 18.85% 61.09% 14.18%
2023-08 +0.11% +34.56% 0.66% +0.60% 0.37 5.66% -265.64 +2061.90 10184.59 19.45% 59.27% 15.17%
2023-07 +1.37% +34.41% 0.66% +0.60% 0.40 5.66% -230.34 +2327.54 10446.41 19.23% 55.08% 13.49%
2023-06 +1.03% +32.59% 0.66% +0.60% 0.36 5.64% -160.77 +2557.88 10540.03 20.67% 54.91% 15.00%
2023-05 +0.52% +31.24% 0.66% +0.48% 0.32 5.64% -132.97 +2718.65 10597.39 20.63% 50.17% 15.88%
2023-04 +0.92% +30.56% 0.66% +0.60% 0.32 5.64% -73.84 +2851.62 10680.61 21.87% 42.39% 13.34%
2023-03 +0.54% +29.37% 0.66% +0.36% 0.29 5.63% -247.57 +2925.46 10662.38 21.48% 43.21% 13.58%
2023-02 -0.94% +28.68% 0.66% +0.60% 0.28 5.64% -264.20 +3173.03 10858.31 21.32% 46.44% 13.17%
2023-01 +1.73% +29.90% 0.66% +0.60% 0.35 5.62% -291.07 +3437.23 11231.92 21.87% 42.54% 14.16%
2022-12 -1.35% +27.69% 0.67% +0.60% 0.28 5.59% -405.63 +3728.30 11336.22 21.26% 39.89% 10.93%
2022-11 +1.13% +29.44% 0.67% +0.60% 0.40 5.55% -461.55 +4133.93 11907.37 21.05% 36.57% 9.82%
2022-10 +1.26% +27.99% 0.67% +0.36% 0.37 5.54% -288.12 +4595.48 12239.83 22.34% 37.35% 6.63%
2022-09 -2.90% +26.40% 0.67% +0.48% 0.32 5.52% -288.86 +4883.60 12381.53 21.83% 34.21% 5.66%
2022-08 -1.31% +30.17% 0.67% +0.48% 0.53 5.33% -524.25 +5172.46 13050.84 23.75% 33.29% 6.49%
2022-07 +2.91% +31.90% 0.67% +0.48% 0.65 5.28% -536.46 +5696.71 13754.70 25.39% 33.69% 9.75%
2022-06 -2.60% +28.17% 0.67% +0.24% 0.51 5.17% -635.16 +6233.17 13904.98 28.03% 36.53% 9.33%
2022-05 -1.80% +31.59% 0.67% +0.84% 0.72 5.00% -439.04 +6868.33 14934.95 28.60% 43.65% 11.11%
2022-04 -1.24% +34.00% 0.67% +0.60% 0.90 4.91% -313.05 +7307.37 15667.93 27.64% 40.06% 11.04%
2022-03 +0.65% +35.69% 0.67% +0.72% 1.03 4.86% -620.41 +7620.42 16188.46 25.70% 36.58% 11.54%
2022-02 -1.05% +34.81% 0.67% +0.60% 1.01 4.86% -400.39 +8240.83 16712.05 28.25% 36.53% 10.41%
2022-01 -1.50% +36.24% 0.67% +0.72% 1.11 4.81% +43.75 +8641.22 17302.70 28.29% 36.43% 8.29%
2021-12 +0.72% +38.32% 0.69% +0.72% 1.26 4.73% -257.86 +8597.47 17529.01 26.10% 33.64% 7.78%
2021-11 +0.19% +37.33% 0.69% +0.72% 1.24 4.73% -341.72 +8855.33 17671.31 25.79% 33.84% 7.38%
2021-10 +1.52% +37.07% 0.69% +0.84% 1.22 4.75% -96.10 +9197.05 17988.45 24.09% 32.14% 9.15%
2021-09 -0.77% +35.01% 0.69% +0.96% 1.15 4.73% -90.26 +9293.15 16379.95 23.80% 32.30% 10.56%
2021-08 +0.85% +36.06% 0.69% +0.96% 1.21 4.73% -133.77 +9383.41 16606.61 23.63% 31.85% 11.14%
2021-07 +0.23% +34.91% 0.69% +1.08% 1.16 4.73% +47.41 +9517.18 16610.26 22.17% 30.19% 12.99%
2021-06 +0.33% +34.60% 0.69% +1.20% 1.19 4.76% +41.83 +9469.77 16533.73 23.72% 33.09% 14.42%
2021-05 +0.76% +34.16% 0.69% +1.20% 1.18 4.76% +74.23 +9427.94 16447.73 24.70% 35.20% 16.17%
2021-04 +1.18% +33.15% 0.69% +1.20% 1.15 4.76% +236.62 +9353.71 16258.47 23.89% 34.83% 16.58%
2021-03 +1.10% +31.60% 0.69% +1.20% 1.11 4.76% +286.00 +9117.09 15843.45 23.39% 34.59% 18.95%
2021-02 +0.08% +30.17% 0.69% +1.32% 1.06 4.75% +272.33 +8831.09 15396.06 24.08% 36.07% 21.13%
2021-01 +0.90% +30.06% 0.69% +0.96% 1.07 4.76% +438.62 +8558.76 15122.55 24.68% 39.76% 21.67%
2020-12 +1.07% +28.90% 0.71% +0.96% 1.01 4.77% +531.83 +8120.14 14561.18 23.68% 40.26% 22.14%
2020-11 +2.45% +27.54% 0.71% — — — +434.92 +7588.31 13885.01 19.81% 39.86% 22.78%
2020-10 +0.07% +24.49% 0.71% — — — +508.55 +7153.39 13134.11 20.80% 41.13% 21.66%
2020-09 -1.14% +24.40% 0.71% — — — +426.21 +6644.84 12626.91 21.01% 42.15% 22.52%
2020-08 +1.67% +25.83% 0.71% — — — +516.68 +6218.63 12348.47 21.53% 42.37% 22.47%
2020-07 +1.85% +23.77% 0.71% — — — +416.92 +5701.95 11640.74 19.98% 41.89% 21.06%
2020-06 +0.40% +21.52% 0.71% — — — +334.43 +5285.03 11024.01 18.08% 42.59% 19.59%
2020-05 +1.68% +21.04% 0.71% — — — +229.23 +4950.60 10653.72 17.10% 41.45% 19.65%
2020-04 +4.27% +19.04% 0.71% — — — +197.70 +4721.37 10255.66 17.80% 44.24% 15.96%
2020-03 -6.91% +14.16% 0.71% — — — +46.40 +4523.67 9650.46 19.77% 53.97% 15.21%
2020-02 -0.61% +22.63% 0.71% — — — +285.28 +4477.27 10324.87 19.58% 29.67% 12.27%
2020-01 +0.72% +23.39% 0.71% — — — +304.81 +4191.99 10109.85 20.28% 29.15% 12.29%
2019-12 +0.51% +22.51% 0.73% — — — +331.96 +3887.18 9740.84 20.88% 29.06% 10.84%
2019-11 +0.76% +21.88% 0.73% — — — +228.61 +3555.22 9366.05 21.09% 29.23% 10.72%
2019-10 +0.88% +20.96% 0.73% — — — +190.38 +3326.61 9072.15 21.41% 29.69% 12.68%
2019-09 +0.97% +19.91% 0.73% — — — +186.13 +3136.23 8808.62 22.71% 30.45% 11.99%
2019-08 +0.18% +18.76% 0.73% — — — +159.32 +2950.10 8544.15 23.61% 27.88% 12.43%
2019-07 +1.49% +18.54% 0.73% — — — +167.57 +2790.78 8375.03 21.48% 26.99% 12.41%
2019-06 +1.23% +16.80% 0.73% — — — +160.91 +2623.21 8090.36 21.65% 25.18% 13.57%
2019-05 -0.74% +15.38% 0.73% — — — +125.55 +2462.30 7837.78 17.14% 18.47% 14.12%
2019-04 +1.58% +16.24% 0.73% — — — +120.49 +2336.75 7774.50 21.41% 21.19% 14.50%
2019-03 +0.73% +14.44% 0.73% — — — +54.46 +2216.26 7538.85 22.39% 22.07% 13.57%
2019-02 +1.21% +13.61% 0.73% — — — +30.21 +2161.80 7434.45 22.22% 18.27% 12.66%
2019-01 +2.72% +12.25% 0.73% — — — +71.88 +2131.59 7319.59 21.53% 17.08% 13.02%
2018-12 -1.62% +9.28% 0.76% — — — +72.81 +2059.71 7059.05 22.08% 22.51% 14.35%
2018-11 -0.20% +11.08% 0.76% — — — +63.20 +1986.90 7106.02 20.49% 16.37% 13.87%
2018-10 -1.38% +11.30% 0.76% — — — +117.63 +1923.70 7061.49 21.48% 17.26% 12.74%
2018-09 +0.06% +12.86% 0.76% — — — +54.66 +1806.07 7045.57 21.30% 18.40% 11.60%
2018-08 +0.80% +12.79% 0.76% — — — +139.25 +1751.41 6991.13 20.29% 18.51% 11.88%
2018-07 +0.77% +11.89% 0.76% — — — +226.61 +1612.16 6801.61 19.95% 16.98% 12.76%
2018-06 -0.34% +11.04% 0.76% — — — +130.22 +1385.55 6527.32 17.95% 16.36% 12.10%
2018-05 +0.45% +11.42% 0.76% — — — +142.14 +1255.33 6422.69 20.54% 17.72% 10.72%
2018-04 +0.42% +10.92% 0.76% — — — +5.61 +1113.19 6256.76 20.11% 18.36% 11.62%
2018-03 -0.23% +10.45% 0.76% — — — +105.48 +1107.58 6228.04 19.06% 15.39% 10.80%
2018-02 -0.53% +10.71% 0.76% — — — +94.76 +1002.10 6140.50 17.38% 14.72% 9.13%
2018-01 +0.81% +11.30% 0.76% — — — +144.62 +907.34 6081.53 16.62% 13.04% 7.46%
2017-12 +0.79% +10.40% 0.78% — — — +76.99 +762.72 5892.11 16.66% 13.14% 5.66%
2017-11 +0.66% +9.54% 0.78% — — — +51.96 +685.73 5773.06 12.51% 11.57% 3.95%
2017-10 +0.71% +8.82% 0.78% — — — +75.25 +633.77 5686.74 12.52% 12.84% 4.38%
2017-09 +0.07% +8.05% 0.78% — — — +31.18 +558.52 5575.04 12.34% 15.64% 6.12%
2017-08 +0.69% +7.98% 0.78% — — — +61.08 +527.34 5543.32 12.08% 16.77% 7.62%
2017-07 +1.24% +7.24% 0.78% — — — +292.37 +466.26 5447.51 12.20% 18.79% 8.59%
2017-06 -0.28% +5.92% 0.78% — — — +23.16 +173.89 5093.40 12.43% 19.24% 5.19%
2017-05 +0.94% +6.22% 0.78% — — — +7.54 +150.73 5087.27 12.10% 20.86% 8.73%
2017-04 +0.90% +5.23% 0.78% — — — +23.01 +143.19 5035.62 11.98% 20.44% 9.59%
2017-03 +0.68% +4.29% 0.78% — — — +23.39 +120.18 4971.18 12.05% 22.03% 10.36%
2017-02 +0.30% +3.59% 0.78% — — — +42.57 +96.79 4917.53 11.39% 22.38% 12.64%
2017-01 +0.06% +3.28% 0.78% — — — +7.41 +54.22 4865.48 11.92% 25.78% 19.08%
2016-12 +0.60% +3.22% — — — — +4.14 +46.81 4858.30 11.61% 29.57% 22.99%
2016-11 -0.50% +2.60% — — — — +19.14 +42.67 4828.19 12.11% 35.13% 22.70%
2016-10 +0.78% +3.12% — — — — +27.63 +23.53 4836.16 13.93% 32.56% 20.92%
2016-09 -0.84% +2.32% — — — — +30.77 -4.10 4774.49 13.04% 30.72% 19.07%
2016-08 -0.16% +3.19% — — — — +19.19 -34.87 4787.06 12.47% 27.67% 17.40%
2016-07 +1.52% +3.35% — — — — -7.11 -54.06 4778.57 12.53% 28.30% 17.57%
2016-06 +0.17% +1.80% — — — — -14.76 -46.95 4717.13 12.90% 33.61% 24.95%
2016-05 +0.37% +1.63% — — — — -24.84 -32.19 4727.12 12.41% 28.98% 22.25%
2016-04 +1.28% +1.26% — — — — +2.04 -7.35 4737.87 12.42% 30.16% 23.90%
2016-03 +0.55% -0.02% — — — — +4.74 -9.39 4679.33 12.86% 29.92% 23.75%
2016-02 -0.11% -0.57% — — — — +3.27 -14.13 4651.90 12.46% 31.44% 24.08%
2016-01 -0.46% -0.46% — — — — -17.40 -17.40 4656.59 12.38% 21.24% 15.00%

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.