פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · גמל

אלטשולר שחם גמל לעמיתי חבר לבני 60 ומעלה (9846)

נתונים היסטוריים מלאים עבור אלטשולר שחם גמל לעמיתי חבר לבני 60 ומעלה (9846), 128 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 9846 | שם קרן: אלטשולר שחם גמל לעמיתי חבר 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: עובדי סקטור מסויים | 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 +1.11%
תשואה מצטברת בטווח +57.29%
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 +1.11% +57.29% 0.29% -0.36% 0.60 4.11% -2.76 -49.88 153.21 31.17% 40.38% 17.19%
2026-07 -0.57% +55.56% 0.29% -0.72% 0.55 4.10% -0.83 -47.12 154.29 30.62% 39.91% 16.55%
2026-06 +0.43% +56.45% 0.29% — 0.64 4.08% -3.23 -46.29 156.05 30.62% 40.56% 17.08%
2026-05 +1.50% +55.78% 0.29% -0.60% 0.65 4.08% -4.11 -43.06 158.65 27.46% 37.50% 16.10%
2026-04 +2.32% +53.48% 0.29% -1.08% 0.58 4.06% -1.19 -38.95 160.44 26.20% 37.10% 15.74%
2026-03 -2.11% +50.00% 0.29% -1.20% 0.45 3.97% -3.42 -37.76 158.00 24.25% 34.23% 13.77%
2026-02 +0.26% +53.23% 0.29% -0.96% 0.78 3.82% -0.81 -34.34 164.88 24.51% 32.76% 14.53%
2026-01 +1.01% +52.84% 0.29% -0.84% 0.80 3.82% -0.62 -33.53 165.31 23.62% 31.67% 14.28%
2025-12 -0.21% +51.31% 0.29% -0.84% 0.76 3.82% +1.22 -32.91 164.32 22.90% 31.30% 14.39%
2025-11 +0.53% +51.63% 0.29% -0.60% 0.86 3.82% -1.17 -34.13 163.49 22.16% 32.56% 16.01%
2025-10 +1.22% +50.83% 0.29% -0.60% 0.91 3.98% +0.85 -32.96 163.83 22.13% 34.57% 16.94%
2025-09 +1.56% +49.01% 0.29% -0.72% 0.85 3.97% -5.10 -33.81 161.04 25.12% 39.84% 17.52%
2025-08 +1.12% +46.72% 0.29% -0.84% 0.71 4.00% -2.29 -28.71 163.66 22.78% 40.60% 15.97%
2025-07 +0.34% +45.10% 0.29% -0.96% 0.70 4.06% +1.22 -26.42 164.16 22.11% 46.18% 16.51%
2025-06 +2.27% +44.60% 0.29% -0.84% 0.75 4.11% +0.21 -27.64 162.43 25.34% 49.01% 17.47%
2025-05 +1.20% +41.39% 0.29% -0.72% 0.59 4.04% -0.77 -27.85 158.63 23.90% 43.88% 17.17%
2025-04 +0.58% +39.72% 0.29% -0.60% 0.56 4.05% -1.30 -27.08 157.55 22.48% 39.59% 16.39%
2025-03 -0.36% +38.91% 0.29% -0.48% 0.62 4.42% -1.24 -25.78 158.01 22.65% 39.61% 16.86%
2025-02 +0.09% +39.41% 0.29% -1.20% 0.42 5.74% +0.29 -24.54 159.85 23.02% 43.88% 17.42%
2025-01 +0.84% +39.29% 0.29% -0.60% 0.42 5.78% +1.46 -24.83 159.46 22.90% 45.16% 18.51%
2024-12 -0.15% +38.13% 0.29% -0.60% 0.39 5.78% -3.77 -26.29 156.72 23.25% 45.95% 18.26%
2024-11 +1.23% +38.34% 0.29% -0.48% 0.44 5.77% -0.39 -22.52 160.75 24.93% 44.55% 15.43%
2024-10 -0.05% +36.65% 0.29% -0.36% 0.40 5.76% -0.32 -22.13 159.22 24.05% 34.93% 14.02%
2024-09 +1.51% +36.72% 0.29% -0.36% 0.45 5.76% +0.68 -21.81 159.63 25.01% 35.12% 15.77%
2024-08 +0.75% +34.69% 0.29% — 0.37 5.74% +0.41 -22.49 156.62 26.45% 33.98% 14.88%
2024-07 +0.86% +33.69% 0.29% -0.36% 0.37 5.75% +0.30 -22.90 155.09 26.33% 30.04% 14.82%
2024-06 +0.81% +32.55% 0.29% +0.00% 0.36 5.74% -2.16 -23.20 153.52 27.03% 33.34% 16.19%
2024-05 +1.34% +31.48% 0.29% -0.24% 0.35 5.76% -1.47 -21.04 154.47 24.44% 39.76% 16.04%
2024-04 -0.56% +29.74% 0.29% -0.12% 0.28 5.75% -0.71 -19.57 153.91 23.67% 37.35% 14.89%
2024-03 +1.56% +30.47% 0.29% -0.36% 0.37 5.75% -0.06 -18.86 155.53 25.58% 34.15% 16.47%
2024-02 +0.77% +28.47% 0.29% -0.24% 0.31 5.72% -5.41 -18.80 153.25 26.09% 43.65% 17.63%
2024-01 +0.25% +27.49% 0.29% -0.12% 0.31 5.73% -3.90 -13.39 157.51 25.45% 45.49% 19.59%
2023-12 +1.86% +27.17% 0.42% -0.24% 0.35 5.77% -1.59 -9.49 161.04 25.31% 42.94% 17.80%
2023-11 +2.19% +24.85% 0.42% +0.00% 0.23 5.79% -0.95 -7.90 159.71 23.49% 45.41% 16.62%
2023-10 -1.01% +22.17% 0.42% +0.00% 0.12 5.72% -0.94 -6.95 157.26 21.95% 46.01% 14.52%
2023-09 -1.14% +23.42% 0.42% -0.24% 0.19 5.73% +2.43 -6.01 159.84 21.13% 42.62% 14.31%
2023-08 +0.04% +24.84% 0.42% -0.24% 0.30 5.69% +0.06 -8.44 159.30 21.32% 41.20% 15.28%
2023-07 +1.50% +24.79% 0.42% -0.36% 0.33 5.70% -0.68 -8.50 159.22 20.87% 36.56% 13.63%
2023-06 +0.88% +22.95% 0.42% -0.36% 0.28 5.67% -2.26 -7.82 157.59 22.50% 37.38% 15.43%
2023-05 +0.53% +21.88% 0.42% -0.36% 0.25 5.67% +0.52 -5.56 158.49 21.98% 33.13% 15.77%
2023-04 +1.14% +21.23% 0.42% -0.36% 0.24 5.67% -1.93 -6.08 157.18 24.39% 26.23% 14.26%
2023-03 +0.58% +19.87% 0.42% -0.60% 0.20 5.65% -0.31 -4.15 157.36 21.12% 23.29% 13.46%
2023-02 -0.73% +19.18% 0.42% -0.36% 0.19 5.65% +6.07 -3.84 156.78 22.39% 30.18% 12.63%
2023-01 +1.52% +20.05% 0.42% -0.36% 0.24 5.65% -3.11 -9.91 151.90 23.13% 28.35% 14.02%
2022-12 -1.25% +18.25% 0.42% -0.36% 0.18 5.62% +1.65 -6.80 152.74 20.43% 24.60% 10.10%
2022-11 +1.37% +19.75% 0.42% -0.36% 0.29 5.59% -3.21 -8.45 153.06 22.45% 23.35% 9.48%
2022-10 +1.29% +18.13% 0.42% -0.60% 0.23 5.56% -2.07 -5.24 154.25 22.86% 19.96% 5.96%
2022-09 -2.59% +16.63% 0.42% -0.60% 0.17 5.54% +0.71 -3.17 154.40 22.37% 20.30% 5.71%
2022-08 -1.16% +19.73% 0.42% -0.72% 0.35 5.40% -0.14 -3.88 157.85 23.45% 19.97% 5.80%
2022-07 +1.91% +21.13% 0.42% -0.84% 0.45 5.36% +2.86 -3.74 159.90 25.08% 21.26% 8.70%
2022-06 -2.79% +18.86% 0.42% -0.96% 0.35 5.31% -3.59 -6.60 154.10 27.56% 23.91% 8.98%
2022-05 -1.68% +22.28% 0.42% -0.36% 0.55 5.14% -5.81 -3.01 162.25 28.57% 26.18% 11.44%
2022-04 -1.03% +24.36% 0.42% -0.60% 0.70 5.06% +0.37 +2.80 171.04 27.01% 26.75% 11.38%
2022-03 +0.62% +25.66% 0.42% -0.60% 0.80 5.03% +2.84 +2.43 172.50 24.63% 25.62% 11.84%
2022-02 -0.62% +24.88% 0.42% -0.84% 0.77 5.03% +11.03 -0.41 168.64 26.58% 25.51% 10.34%
2022-01 -1.50% +25.66% 0.42% -0.84% 0.83 5.01% +12.97 -11.44 158.66 27.72% 26.79% 8.70%
2021-12 +0.84% +27.58% 0.42% -0.84% 0.96 4.94% +4.62 -24.41 148.05 24.89% 21.83% 8.00%
2021-11 +0.15% +26.51% 0.42% -0.96% 0.92 4.94% -0.19 -29.03 142.28 23.76% 20.69% 7.59%
2021-10 +1.25% +26.33% 0.42% -0.96% 0.91 4.95% +2.77 -28.84 142.29 23.17% 19.43% 8.42%
2021-09 -0.63% +24.77% 0.42% -0.84% 0.84 4.93% -1.33 -31.61 137.84 22.16% 17.56% 10.28%
2021-08 +0.89% +25.56% 0.42% -0.72% 0.89 4.92% -0.47 -30.28 140.06 22.85% 19.08% 10.92%
2021-07 +0.18% +24.45% 0.42% -0.48% 0.85 4.92% -1.37 -29.81 139.33 22.85% 20.76% 13.26%
2021-06 +0.30% +24.23% 0.42% -0.60% 0.86 4.92% -2.71 -28.44 140.51 23.00% 26.57% 15.29%
2021-05 +0.94% +23.85% 0.42% -0.60% 0.85 4.92% +0.48 -25.73 142.76 27.09% 28.87% 14.72%
2021-04 +1.06% +22.70% 0.42% -0.48% 0.81 4.92% -2.68 -26.21 142.31 26.22% 28.40% 14.47%
2021-03 +1.06% +21.41% 0.42% -0.60% 0.76 4.91% -2.56 -23.53 142.28 26.13% 28.72% 14.96%
2021-02 +0.20% +20.14% 0.42% -0.60% 0.72 4.90% -1.58 -20.97 143.35 25.69% 28.06% 16.31%
2021-01 +0.72% +19.90% 0.42% -0.84% 0.71 4.90% -0.48 -19.39 144.66 25.34% 27.89% 15.52%
2020-12 +1.17% +19.04% 0.42% -0.60% 0.67 4.90% -2.37 -18.91 144.17 24.07% 26.55% 15.05%
2020-11 +2.91% +17.67% 0.42% — — — +0.44 -16.54 144.84 24.40% 27.92% 14.46%
2020-10 +0.09% +14.34% 0.42% — — — -1.08 -16.98 140.36 22.73% 26.65% 13.16%
2020-09 -1.23% +14.24% 0.42% — — — -2.07 -15.90 141.47 23.18% 27.24% 13.21%
2020-08 +2.03% +15.66% 0.42% — — — -4.72 -13.83 145.38 23.84% 26.91% 14.95%
2020-07 +1.87% +13.36% 0.42% — — — -0.58 -9.11 147.24 24.19% 27.52% 13.94%
2020-06 -0.45% +11.28% 0.42% — — — -0.44 -8.53 145.14 23.07% 26.72% 14.50%
2020-05 +1.29% +11.78% 0.42% — — — +0.86 -8.09 146.27 23.14% 25.95% 13.82%
2020-04 +4.39% +10.36% 0.42% — — — -2.86 -8.95 143.61 22.94% 25.41% 13.05%
2020-03 -7.76% +5.72% 0.42% — — — -2.26 -6.09 140.50 22.88% 24.80% 11.07%
2020-02 -1.14% +14.61% 0.42% — — — -1.16 -3.83 154.70 22.64% 24.27% 10.25%
2020-01 +0.19% +15.93% 0.42% — — — -0.30 -2.67 157.72 22.90% 24.67% 11.54%
2019-12 +0.62% +15.71% 0.42% — — — -3.78 -2.37 157.76 23.02% 24.85% 14.10%
2019-11 +0.58% +15.00% 0.42% — — — -0.25 +1.41 160.61 21.36% 23.66% 13.25%
2019-10 +0.86% +14.33% 0.42% — — — -3.29 +1.66 160.00 20.92% 23.38% 12.72%
2019-09 +0.92% +13.36% 0.42% — — — -1.25 +4.95 161.97 20.62% 22.78% 11.99%
2019-08 -0.18% +12.33% 0.42% — — — -4.34 +6.20 161.79 19.97% 22.46% 11.89%
2019-07 +0.76% +12.53% 0.42% — — — -0.52 +10.54 166.50 20.01% 22.09% 11.81%
2019-06 +1.36% +11.68% 0.42% — — — -1.06 +11.06 165.80 19.81% 22.18% 9.38%
2019-05 -0.45% +10.18% 0.42% — — — -2.82 +12.12 164.74 19.06% 22.87% 13.86%
2019-04 +1.07% +10.68% 0.42% — — — -2.42 +14.94 168.37 19.15% 21.86% 13.76%
2019-03 +0.87% +9.51% 0.42% — — — -0.50 +17.36 169.09 18.44% 21.16% 13.39%
2019-02 +0.85% +8.56% 0.42% — — — -1.05 +17.86 168.20 18.31% 21.14% 13.12%
2019-01 +1.89% +7.65% 0.42% — — — -1.86 +18.91 167.90 18.20% 21.23% 12.89%
2018-12 -1.53% +5.65% 0.42% — — — -3.67 +20.77 166.71 17.52% 22.07% 13.05%
2018-11 +0.03% +7.29% 0.42% — — — -1.87 +24.44 173.01 17.90% 22.77% 12.33%
2018-10 -1.14% +7.26% 0.42% — — — -3.66 +26.31 174.90 17.38% 22.46% 13.21%
2018-09 +0.05% +8.50% 0.42% — — — -0.97 +29.97 180.63 17.66% 22.11% 13.24%
2018-08 +0.69% +8.44% 0.42% — — — -2.32 +30.94 181.59 17.37% 22.22% 12.97%
2018-07 +0.79% +7.70% 0.42% — — — -1.65 +33.26 182.74 17.02% 23.08% 13.71%
2018-06 -0.08% +6.86% 0.42% — — — -1.81 +34.91 183.02 16.53% 23.12% 13.13%
2018-05 +0.08% +6.94% 0.42% — — — -1.15 +36.72 185.03 16.30% 22.77% 12.92%
2018-04 +0.38% +6.86% 0.42% — — — -0.48 +37.87 186.11 16.17% 22.96% 12.95%
2018-03 -0.09% +6.45% 0.42% — — — +0.50 +38.35 185.96 15.82% 22.61% 12.60%
2018-02 -0.73% +6.55% 0.42% — — — -0.43 +37.85 185.68 16.19% 22.77% 12.66%
2018-01 +0.67% +7.33% 0.42% — — — -3.09 +38.28 187.53 16.19% 22.43% 12.32%
2017-12 +0.48% +6.62% 0.43% — — — +0.04 +41.37 189.42 13.94% 19.34% 9.38%
2017-11 +0.43% +6.11% 0.43% — — — +0.86 +41.33 188.55 12.92% 19.47% 9.36%
2017-10 +0.47% +5.65% 0.43% — — — -1.25 +40.47 186.95 9.86% 15.33% 9.21%
2017-09 -0.01% +5.16% 0.43% — — — +2.47 +41.72 187.39 9.66% 15.22% 9.05%
2017-08 +0.40% +5.17% 0.43% — — — -2.64 +39.25 185.00 9.84% 15.37% 9.25%
2017-07 +0.66% +4.75% 0.43% — — — -0.21 +41.89 186.95 9.80% 15.01% 8.99%
2017-06 -0.34% +4.06% 0.43% — — — -0.99 +42.10 186.00 9.39% 14.86% 8.66%
2017-05 +0.77% +4.42% 0.43% — — — -0.23 +43.09 187.67 9.41% 14.98% 10.42%
2017-04 +0.74% +3.62% 0.43% — — — -0.14 +43.32 186.54 9.39% 15.19% 10.38%
2017-03 +0.18% +2.86% 0.43% — — — +0.96 +43.46 185.38 9.27% 14.29% 10.27%
2017-02 +0.22% +2.68% 0.43% — — — -0.35 +42.50 184.14 9.37% 13.83% 10.26%
2017-01 +0.18% +2.45% 0.43% — — — -0.70 +42.85 184.14 9.28% 14.04% 10.27%
2016-12 +0.36% +2.27% — — — — +1.74 +43.55 184.58 9.29% 14.26% 9.24%
2016-11 -0.46% +1.90% — — — — +0.47 +41.81 182.24 9.30% 14.06% 8.55%
2016-10 +0.08% +2.37% — — — — +0.68 +41.34 182.66 9.08% 14.49% 8.73%
2016-09 -0.32% +2.29% — — — — +0.90 +40.66 181.90 9.20% 14.42% 10.79%
2016-08 +0.14% +2.62% — — — — +2.24 +39.76 181.63 9.31% 14.51% 10.88%
2016-07 +0.88% +2.47% — — — — +6.92 +37.52 179.21 9.37% 14.85% 10.85%
2016-06 +0.29% +1.58% — — — — +3.70 +30.60 170.83 9.12% 14.63% 9.03%
2016-05 +0.20% +1.29% — — — — +5.15 +26.90 166.70 9.94% 14.87% 9.24%
2016-04 +0.61% +1.08% — — — — +6.78 +21.75 161.27 8.17% 14.24% 9.29%
2016-03 +0.44% +0.47% — — — — +6.60 +14.97 153.58 8.28% 14.65% 9.31%
2016-02 -0.02% +0.03% — — — — +6.88 +8.37 146.38 8.15% 15.33% 9.56%
2016-01 +0.05% +0.05% — — — — +1.49 +1.49 139.56 8.73% 16.22% 10.79%

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.