חודשים בטווח
125
אלטשולר שחם גמל לבני 60 ומעלה
נתונים היסטוריים מלאים עבור אלטשולר שחם גמל לבני 60 ומעלה, 125 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 מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אלטשולר שחם גמל לבני 60 ומעלה ישירות למייל.
תשואה חודשית אחרונה
+1.39%
תשואה מצטברת מההתחלה
+66.00%
| 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 | +1.39% | +66.00% | 0.61% | -0.84% | 0.57 | 4.14% | -326.58 | 9444.86 | 26.03% | 33.54% | 17.37% |
| 2026-04 | +2.06% | +63.72% | 0.61% | -1.20% | 0.51 | 4.11% | -214.19 | 9644.56 | 24.64% | 32.14% | 16.92% |
| 2026-03 | -1.55% | +60.41% | 0.61% | -1.20% | 0.39 | 4.06% | -316.04 | 9665.41 | 22.97% | 29.76% | 15.16% |
| 2026-02 | +0.22% | +62.94% | 0.61% | -1.20% | 0.64 | 3.98% | -360.36 | 10141.58 | 23.36% | 29.13% | 15.68% |
| 2026-01 | +0.95% | +62.58% | 0.61% | -1.08% | 0.66 | 3.98% | -246.28 | 10484.46 | 22.48% | 28.35% | 15.32% |
| 2025-12 | -0.06% | +61.05% | 0.64% | -1.08% | 0.63 | 3.98% | -282.78 | 10635.65 | 21.99% | 27.90% | 15.19% |
| 2025-11 | +0.38% | +61.15% | 0.64% | -0.96% | 0.71 | 3.99% | -233.76 | 10931.34 | 21.38% | 29.20% | 16.46% |
| 2025-10 | +1.06% | +60.54% | 0.64% | -0.84% | 0.77 | 4.09% | -142.96 | 11130.08 | 21.08% | 30.49% | 17.10% |
| 2025-09 | +1.49% | +58.86% | 0.64% | -0.96% | 0.71 | 4.08% | -287.72 | 11161.14 | 24.12% | 34.81% | 17.70% |
| 2025-08 | +0.94% | +56.52% | 0.64% | -0.96% | 0.58 | 4.11% | -240.42 | 11289.02 | 22.64% | 38.09% | 17.57% |
| 2025-07 | +0.41% | +55.07% | 0.64% | -0.96% | 0.58 | 4.15% | -251.91 | 11428.90 | 21.44% | 31.38% | 16.57% |
| 2025-06 | +2.09% | +54.43% | 0.64% | -0.96% | 0.62 | 4.20% | -271.24 | 11639.69 | 23.25% | 45.58% | 18.24% |
| 2025-05 | +0.91% | +51.27% | 0.64% | -0.48% | 0.50 | 4.13% | -241.90 | 11676.44 | 21.50% | 41.14% | 17.93% |
| 2025-04 | +0.59% | +49.91% | 0.64% | -0.24% | 0.50 | 4.16% | -162.69 | 11817.80 | 19.88% | 37.57% | 17.30% |
| 2025-03 | -0.15% | +49.03% | 0.64% | -0.12% | 0.56 | 4.51% | -224.79 | 11918.47 | 19.81% | 37.50% | 17.58% |
| 2025-02 | +0.14% | +49.25% | 0.64% | -0.60% | 0.39 | 5.58% | -167.88 | 12167.44 | 19.90% | 41.12% | 17.79% |
| 2025-01 | +0.67% | +49.04% | 0.64% | +0.00% | 0.39 | 5.59% | -40.96 | 12324.31 | 19.51% | 42.43% | 18.45% |
| 2024-12 | -0.14% | +48.05% | 0.65% | +0.12% | 0.39 | 5.60% | -77.93 | 12289.80 | 19.81% | 41.57% | 18.16% |
| 2024-11 | +1.22% | +48.26% | 0.65% | +0.24% | 0.44 | 5.59% | -15.15 | 12391.09 | 21.40% | 39.45% | 15.32% |
| 2024-10 | +0.08% | +46.47% | 0.65% | +0.48% | 0.40 | 5.58% | -80.21 | 12263.42 | 20.65% | 30.59% | 14.32% |
| 2024-09 | +1.31% | +46.35% | 0.65% | +0.36% | 0.44 | 5.58% | -85.87 | 12345.04 | 21.23% | 30.94% | 15.75% |
| 2024-08 | +0.82% | +44.46% | 0.65% | — | 0.37 | 5.57% | -58.73 | 12277.84 | 22.28% | 29.57% | 14.80% |
| 2024-07 | +0.90% | +43.29% | 0.65% | +0.48% | 0.38 | 5.57% | -30.82 | 12242.71 | 20.18% | 24.77% | 14.29% |
| 2024-06 | +0.72% | +42.01% | 0.65% | +0.96% | 0.38 | 5.59% | -114.70 | 9142.42 | 23.39% | 36.93% | 16.22% |
| 2024-05 | +1.45% | +40.99% | 0.65% | +0.84% | 0.38 | 5.60% | -139.79 | 9196.11 | 21.19% | 42.25% | 16.10% |
| 2024-04 | -0.48% | +38.98% | 0.65% | +0.60% | 0.30 | 5.60% | -161.94 | 9207.59 | 20.44% | 32.41% | 14.86% |
| 2024-03 | +1.40% | +39.65% | 0.65% | +0.48% | 0.39 | 5.62% | -188.97 | 9419.09 | 22.18% | 31.04% | 16.63% |
| 2024-02 | +0.62% | +37.72% | 0.65% | +0.60% | 0.34 | 5.60% | -223.63 | 9482.08 | 22.69% | 53.31% | 17.59% |
| 2024-01 | +0.27% | +36.87% | 0.65% | +0.84% | 0.34 | 5.61% | -186.40 | 9651.93 | 21.94% | 58.49% | 17.45% |
| 2023-12 | +1.79% | +36.50% | 0.66% | +0.84% | 0.40 | 5.71% | -131.77 | 9816.97 | 22.04% | 58.91% | 17.46% |
| 2023-11 | +2.14% | +34.10% | 0.66% | +0.96% | 0.29 | 5.74% | -123.73 | 9779.75 | 20.69% | 61.32% | 16.11% |
| 2023-10 | -1.22% | +31.29% | 0.66% | +0.96% | 0.18 | 5.69% | -77.50 | 9701.42 | 19.31% | 64.59% | 14.10% |
| 2023-09 | -1.22% | +32.92% | 0.66% | +0.60% | 0.26 | 5.70% | -152.84 | 9903.69 | 18.85% | 61.09% | 14.18% |
| 2023-08 | +0.11% | +34.56% | 0.66% | +0.60% | 0.37 | 5.66% | -265.64 | 10184.59 | 19.45% | 59.27% | 15.17% |
| 2023-07 | +1.37% | +34.41% | 0.66% | +0.60% | 0.40 | 5.66% | -230.34 | 10446.41 | 19.23% | 55.08% | 13.49% |
| 2023-06 | +1.03% | +32.59% | 0.66% | +0.60% | 0.36 | 5.64% | -160.77 | 10540.03 | 20.67% | 54.91% | 15.00% |
| 2023-05 | +0.52% | +31.24% | 0.66% | +0.48% | 0.32 | 5.64% | -132.97 | 10597.39 | 20.63% | 50.17% | 15.88% |
| 2023-04 | +0.92% | +30.56% | 0.66% | +0.60% | 0.32 | 5.64% | -73.84 | 10680.61 | 21.87% | 42.39% | 13.34% |
| 2023-03 | +0.54% | +29.37% | 0.66% | +0.36% | 0.29 | 5.63% | -247.57 | 10662.38 | 21.48% | 43.21% | 13.58% |
| 2023-02 | -0.94% | +28.68% | 0.66% | +0.60% | 0.28 | 5.64% | -264.20 | 10858.31 | 21.32% | 46.44% | 13.17% |
| 2023-01 | +1.73% | +29.90% | 0.66% | +0.60% | 0.35 | 5.62% | -291.07 | 11231.92 | 21.87% | 42.54% | 14.16% |
| 2022-12 | -1.35% | +27.69% | 0.67% | +0.60% | 0.28 | 5.59% | -405.63 | 11336.22 | 21.26% | 39.89% | 10.93% |
| 2022-11 | +1.13% | +29.44% | 0.67% | +0.60% | 0.40 | 5.55% | -461.55 | 11907.37 | 21.05% | 36.57% | 9.82% |
| 2022-10 | +1.26% | +27.99% | 0.67% | +0.36% | 0.37 | 5.54% | -288.12 | 12239.83 | 22.34% | 37.35% | 6.63% |
| 2022-09 | -2.90% | +26.40% | 0.67% | +0.48% | 0.32 | 5.52% | -288.86 | 12381.53 | 21.83% | 34.21% | 5.66% |
| 2022-08 | -1.31% | +30.17% | 0.67% | +0.48% | 0.53 | 5.33% | -524.25 | 13050.84 | 23.75% | 33.29% | 6.49% |
| 2022-07 | +2.91% | +31.90% | 0.67% | +0.48% | 0.65 | 5.28% | -536.46 | 13754.70 | 25.39% | 33.69% | 9.75% |
| 2022-06 | -2.60% | +28.17% | 0.67% | +0.24% | 0.51 | 5.17% | -635.16 | 13904.98 | 28.03% | 36.53% | 9.33% |
| 2022-05 | -1.80% | +31.59% | 0.67% | +0.84% | 0.72 | 5.00% | -439.04 | 14934.95 | 28.60% | 43.65% | 11.11% |
| 2022-04 | -1.24% | +34.00% | 0.67% | +0.60% | 0.90 | 4.91% | -313.05 | 15667.93 | 27.64% | 40.06% | 11.04% |
| 2022-03 | +0.65% | +35.69% | 0.67% | +0.72% | 1.03 | 4.86% | -620.41 | 16188.46 | 25.70% | 36.58% | 11.54% |
| 2022-02 | -1.05% | +34.81% | 0.67% | +0.60% | 1.01 | 4.86% | -400.39 | 16712.05 | 28.25% | 36.53% | 10.41% |
| 2022-01 | -1.50% | +36.24% | 0.67% | +0.72% | 1.11 | 4.81% | +43.75 | 17302.70 | 28.29% | 36.43% | 8.29% |
| 2021-12 | +0.72% | +38.32% | 0.69% | +0.72% | 1.26 | 4.73% | -257.86 | 17529.01 | 26.10% | 33.64% | 7.78% |
| 2021-11 | +0.19% | +37.33% | 0.69% | +0.72% | 1.24 | 4.73% | -341.72 | 17671.31 | 25.79% | 33.84% | 7.38% |
| 2021-10 | +1.52% | +37.07% | 0.69% | +0.84% | 1.22 | 4.75% | -96.10 | 17988.45 | 24.09% | 32.14% | 9.15% |
| 2021-09 | -0.77% | +35.01% | 0.69% | +0.96% | 1.15 | 4.73% | -90.26 | 16379.95 | 23.80% | 32.30% | 10.56% |
| 2021-08 | +0.85% | +36.06% | 0.69% | +0.96% | 1.21 | 4.73% | -133.77 | 16606.61 | 23.63% | 31.85% | 11.14% |
| 2021-07 | +0.23% | +34.91% | 0.69% | +1.08% | 1.16 | 4.73% | +47.41 | 16610.26 | 22.17% | 30.19% | 12.99% |
| 2021-06 | +0.33% | +34.60% | 0.69% | +1.20% | 1.19 | 4.76% | +41.83 | 16533.73 | 23.72% | 33.09% | 14.42% |
| 2021-05 | +0.76% | +34.16% | 0.69% | +1.20% | 1.18 | 4.76% | +74.23 | 16447.73 | 24.70% | 35.20% | 16.17% |
| 2021-04 | +1.18% | +33.15% | 0.69% | +1.20% | 1.15 | 4.76% | +236.62 | 16258.47 | 23.89% | 34.83% | 16.58% |
| 2021-03 | +1.10% | +31.60% | 0.69% | +1.20% | 1.11 | 4.76% | +286.00 | 15843.45 | 23.39% | 34.59% | 18.95% |
| 2021-02 | +0.08% | +30.17% | 0.69% | +1.32% | 1.06 | 4.75% | +272.33 | 15396.06 | 24.08% | 36.07% | 21.13% |
| 2021-01 | +0.90% | +30.06% | 0.69% | +0.96% | 1.07 | 4.76% | +438.62 | 15122.55 | 24.68% | 39.76% | 21.67% |
| 2020-12 | +1.07% | +28.90% | 0.71% | +0.96% | 1.01 | 4.77% | +531.83 | 14561.18 | 23.68% | 40.26% | 22.14% |
| 2020-11 | +2.45% | +27.54% | 0.71% | — | — | — | +434.92 | 13885.01 | 19.81% | 39.86% | 22.78% |
| 2020-10 | +0.07% | +24.49% | 0.71% | — | — | — | +508.55 | 13134.11 | 20.80% | 41.13% | 21.66% |
| 2020-09 | -1.14% | +24.40% | 0.71% | — | — | — | +426.21 | 12626.91 | 21.01% | 42.15% | 22.52% |
| 2020-08 | +1.67% | +25.83% | 0.71% | — | — | — | +516.68 | 12348.47 | 21.53% | 42.37% | 22.47% |
| 2020-07 | +1.85% | +23.77% | 0.71% | — | — | — | +416.92 | 11640.74 | 19.98% | 41.89% | 21.06% |
| 2020-06 | +0.40% | +21.52% | 0.71% | — | — | — | +334.43 | 11024.01 | 18.08% | 42.59% | 19.59% |
| 2020-05 | +1.68% | +21.04% | 0.71% | — | — | — | +229.23 | 10653.72 | 17.10% | 41.45% | 19.65% |
| 2020-04 | +4.27% | +19.04% | 0.71% | — | — | — | +197.70 | 10255.66 | 17.80% | 44.24% | 15.96% |
| 2020-03 | -6.91% | +14.16% | 0.71% | — | — | — | +46.40 | 9650.46 | 19.77% | 53.97% | 15.21% |
| 2020-02 | -0.61% | +22.63% | 0.71% | — | — | — | +285.28 | 10324.87 | 19.58% | 29.67% | 12.27% |
| 2020-01 | +0.72% | +23.39% | 0.71% | — | — | — | +304.81 | 10109.85 | 20.28% | 29.15% | 12.29% |
| 2019-12 | +0.51% | +22.51% | 0.73% | — | — | — | +331.96 | 9740.84 | 20.88% | 29.06% | 10.84% |
| 2019-11 | +0.76% | +21.88% | 0.73% | — | — | — | +228.61 | 9366.05 | 21.09% | 29.23% | 10.72% |
| 2019-10 | +0.88% | +20.96% | 0.73% | — | — | — | +190.38 | 9072.15 | 21.41% | 29.69% | 12.68% |
| 2019-09 | +0.97% | +19.91% | 0.73% | — | — | — | +186.13 | 8808.62 | 22.71% | 30.45% | 11.99% |
| 2019-08 | +0.18% | +18.76% | 0.73% | — | — | — | +159.32 | 8544.15 | 23.61% | 27.88% | 12.43% |
| 2019-07 | +1.49% | +18.54% | 0.73% | — | — | — | +167.57 | 8375.03 | 21.48% | 26.99% | 12.41% |
| 2019-06 | +1.23% | +16.80% | 0.73% | — | — | — | +160.91 | 8090.36 | 21.65% | 25.18% | 13.57% |
| 2019-05 | -0.74% | +15.38% | 0.73% | — | — | — | +125.55 | 7837.78 | 17.14% | 18.47% | 14.12% |
| 2019-04 | +1.58% | +16.24% | 0.73% | — | — | — | +120.49 | 7774.50 | 21.41% | 21.19% | 14.50% |
| 2019-03 | +0.73% | +14.44% | 0.73% | — | — | — | +54.46 | 7538.85 | 22.39% | 22.07% | 13.57% |
| 2019-02 | +1.21% | +13.61% | 0.73% | — | — | — | +30.21 | 7434.45 | 22.22% | 18.27% | 12.66% |
| 2019-01 | +2.72% | +12.25% | 0.73% | — | — | — | +71.88 | 7319.59 | 21.53% | 17.08% | 13.02% |
| 2018-12 | -1.62% | +9.28% | 0.76% | — | — | — | +72.81 | 7059.05 | 22.08% | 22.51% | 14.35% |
| 2018-11 | -0.20% | +11.08% | 0.76% | — | — | — | +63.20 | 7106.02 | 20.49% | 16.37% | 13.87% |
| 2018-10 | -1.38% | +11.30% | 0.76% | — | — | — | +117.63 | 7061.49 | 21.48% | 17.26% | 12.74% |
| 2018-09 | +0.06% | +12.86% | 0.76% | — | — | — | +54.66 | 7045.57 | 21.30% | 18.40% | 11.60% |
| 2018-08 | +0.80% | +12.79% | 0.76% | — | — | — | +139.25 | 6991.13 | 20.29% | 18.51% | 11.88% |
| 2018-07 | +0.77% | +11.89% | 0.76% | — | — | — | +226.61 | 6801.61 | 19.95% | 16.98% | 12.76% |
| 2018-06 | -0.34% | +11.04% | 0.76% | — | — | — | +130.22 | 6527.32 | 17.95% | 16.36% | 12.10% |
| 2018-05 | +0.45% | +11.42% | 0.76% | — | — | — | +142.14 | 6422.69 | 20.54% | 17.72% | 10.72% |
| 2018-04 | +0.42% | +10.92% | 0.76% | — | — | — | +5.61 | 6256.76 | 20.11% | 18.36% | 11.62% |
| 2018-03 | -0.23% | +10.45% | 0.76% | — | — | — | +105.48 | 6228.04 | 19.06% | 15.39% | 10.80% |
| 2018-02 | -0.53% | +10.71% | 0.76% | — | — | — | +94.76 | 6140.50 | 17.38% | 14.72% | 9.13% |
| 2018-01 | +0.81% | +11.30% | 0.76% | — | — | — | +144.62 | 6081.53 | 16.62% | 13.04% | 7.46% |
| 2017-12 | +0.79% | +10.40% | 0.78% | — | — | — | +76.99 | 5892.11 | 16.66% | 13.14% | 5.66% |
| 2017-11 | +0.66% | +9.54% | 0.78% | — | — | — | +51.96 | 5773.06 | 12.51% | 11.57% | 3.95% |
| 2017-10 | +0.71% | +8.82% | 0.78% | — | — | — | +75.25 | 5686.74 | 12.52% | 12.84% | 4.38% |
| 2017-09 | +0.07% | +8.05% | 0.78% | — | — | — | +31.18 | 5575.04 | 12.34% | 15.64% | 6.12% |
| 2017-08 | +0.69% | +7.98% | 0.78% | — | — | — | +61.08 | 5543.32 | 12.08% | 16.77% | 7.62% |
| 2017-07 | +1.24% | +7.24% | 0.78% | — | — | — | +292.37 | 5447.51 | 12.20% | 18.79% | 8.59% |
| 2017-06 | -0.28% | +5.92% | 0.78% | — | — | — | +23.16 | 5093.40 | 12.43% | 19.24% | 5.19% |
| 2017-05 | +0.94% | +6.22% | 0.78% | — | — | — | +7.54 | 5087.27 | 12.10% | 20.86% | 8.73% |
| 2017-04 | +0.90% | +5.23% | 0.78% | — | — | — | +23.01 | 5035.62 | 11.98% | 20.44% | 9.59% |
| 2017-03 | +0.68% | +4.29% | 0.78% | — | — | — | +23.39 | 4971.18 | 12.05% | 22.03% | 10.36% |
| 2017-02 | +0.30% | +3.59% | 0.78% | — | — | — | +42.57 | 4917.53 | 11.39% | 22.38% | 12.64% |
| 2017-01 | +0.06% | +3.28% | 0.78% | — | — | — | +7.41 | 4865.48 | 11.92% | 25.78% | 19.08% |
| 2016-12 | +0.60% | +3.22% | — | — | — | — | +4.14 | 4858.30 | 11.61% | 29.57% | 22.99% |
| 2016-11 | -0.50% | +2.60% | — | — | — | — | +19.14 | 4828.19 | 12.11% | 35.13% | 22.70% |
| 2016-10 | +0.78% | +3.12% | — | — | — | — | +27.63 | 4836.16 | 13.93% | 32.56% | 20.92% |
| 2016-09 | -0.84% | +2.32% | — | — | — | — | +30.77 | 4774.49 | 13.04% | 30.72% | 19.07% |
| 2016-08 | -0.16% | +3.19% | — | — | — | — | +19.19 | 4787.06 | 12.47% | 27.67% | 17.40% |
| 2016-07 | +1.52% | +3.35% | — | — | — | — | -7.11 | 4778.57 | 12.53% | 28.30% | 17.57% |
| 2016-06 | +0.17% | +1.80% | — | — | — | — | -14.76 | 4717.13 | 12.90% | 33.61% | 24.95% |
| 2016-05 | +0.37% | +1.63% | — | — | — | — | -24.84 | 4727.12 | 12.41% | 28.98% | 22.25% |
| 2016-04 | +1.28% | +1.26% | — | — | — | — | +2.04 | 4737.87 | 12.42% | 30.16% | 23.90% |
| 2016-03 | +0.55% | -0.02% | — | — | — | — | +4.74 | 4679.33 | 12.86% | 29.92% | 23.75% |
| 2016-02 | -0.11% | -0.57% | — | — | — | — | +3.27 | 4651.90 | 12.46% | 31.44% | 24.08% |
| 2016-01 | -0.46% | -0.46% | — | — | — | — | -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.