חודשים בטווח
125
אלטשולר שחם פנסיה מקיפה מסלול לבני 50-60
נתונים היסטוריים מלאים עבור אלטשולר שחם פנסיה מקיפה מסלול לבני 50-60, 125 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 מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אלטשולר שחם פנסיה מקיפה מסלול לבני 50-60 ישירות למייל.
תשואה חודשית אחרונה
+2.07%
תשואה מצטברת מההתחלה
+125.85%
| 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 | +2.07% | +125.85% | 0.15% | +0.00% | 1.02 | 6.55% | -67.25 | 5172.77 | 50.01% | 42.70% | 19.33% |
| 2026-04 | +4.36% | +121.27% | 0.15% | -0.96% | 0.95 | 6.51% | -43.92 | 5135.69 | 48.02% | 39.71% | 18.51% |
| 2026-03 | -2.62% | +112.03% | 0.15% | -1.08% | 0.81 | 6.34% | -52.49 | 4969.89 | 46.26% | 33.98% | 14.63% |
| 2026-02 | -0.21% | +117.73% | 0.15% | -1.08% | 1.08 | 6.17% | -38.62 | 5159.81 | 47.12% | 36.70% | 16.68% |
| 2026-01 | +1.67% | +118.19% | 0.15% | -0.72% | 1.14 | 6.13% | -24.51 | 5216.40 | 46.38% | 38.40% | 17.27% |
| 2025-12 | -0.03% | +114.61% | 0.14% | -0.72% | 1.09 | 6.13% | -47.04 | 5161.46 | 46.65% | 37.50% | 16.80% |
| 2025-11 | +0.68% | +114.67% | 0.14% | -0.60% | 1.16 | 6.13% | +7.06 | 5217.31 | 45.64% | 38.68% | 18.90% |
| 2025-10 | +1.03% | +113.22% | 0.14% | -0.24% | 1.19 | 6.24% | -18.78 | 5187.58 | 43.98% | 39.87% | 19.65% |
| 2025-09 | +2.62% | +111.05% | 0.14% | -0.36% | 1.16 | 6.24% | +1.76 | 5160.50 | 49.29% | 45.14% | 20.35% |
| 2025-08 | +1.11% | +105.66% | 0.14% | -0.24% | 1.04 | 6.20% | +6.63 | 5034.03 | 48.28% | 48.30% | 19.94% |
| 2025-07 | +0.99% | +103.40% | 0.14% | -0.36% | 1.04 | 6.24% | -0.85 | 4975.15 | 45.86% | 58.68% | 21.93% |
| 2025-06 | +3.20% | +101.41% | 0.14% | -0.36% | 1.05 | 6.30% | +7.81 | 4934.23 | 51.41% | 57.29% | 22.31% |
| 2025-05 | +3.51% | +95.16% | 0.14% | +0.36% | 0.94 | 6.20% | +18.77 | 4780.24 | 48.78% | 52.05% | 21.18% |
| 2025-04 | +0.70% | +88.54% | 0.14% | +0.36% | 0.82 | 6.06% | +45.10 | 4608.75 | 48.21% | 48.28% | 19.00% |
| 2025-03 | -1.14% | +87.23% | 0.14% | +0.48% | 0.87 | 6.30% | +53.32 | 4536.41 | 48.05% | 47.18% | 19.68% |
| 2025-02 | -0.88% | +89.39% | 0.14% | +0.84% | 0.79 | 7.14% | +54.87 | 4538.50 | 49.46% | 56.65% | 22.00% |
| 2025-01 | +1.46% | +91.07% | 0.14% | +1.56% | 0.83 | 7.24% | +65.23 | 4530.86 | 49.99% | 59.92% | 25.34% |
| 2024-12 | -0.26% | +88.32% | 0.13% | +1.56% | 0.79 | 7.21% | +44.26 | 4407.48 | 49.27% | 59.64% | 23.98% |
| 2024-11 | +1.63% | +88.82% | 0.13% | +1.80% | 0.85 | 7.21% | +53.82 | 4382.25 | 50.69% | 60.22% | 22.91% |
| 2024-10 | -0.11% | +85.79% | 0.13% | +1.92% | 0.82 | 7.21% | +59.24 | 4264.25 | 48.07% | 53.98% | 22.49% |
| 2024-09 | +2.45% | +85.99% | 0.13% | +1.92% | 0.87 | 7.21% | +63.49 | 4216.07 | 47.82% | 54.38% | 24.64% |
| 2024-08 | +0.97% | +81.54% | 0.13% | — | 0.77 | 7.17% | +42.70 | 4060.15 | 51.56% | 56.59% | 23.84% |
| 2024-07 | +0.76% | +79.80% | 0.13% | +1.92% | 0.77 | 7.17% | +36.60 | 3977.69 | 49.46% | 49.06% | 22.62% |
| 2024-06 | +1.56% | +78.44% | 0.13% | +2.40% | 0.77 | 7.17% | +26.78 | 3918.03 | 52.51% | 55.05% | 25.48% |
| 2024-05 | +2.35% | +75.70% | 0.13% | +2.16% | 0.75 | 7.17% | +21.29 | 3837.03 | 49.06% | 57.12% | 24.94% |
| 2024-04 | -0.93% | +71.67% | 0.13% | +1.92% | 0.64 | 7.21% | +30.85 | 3729.80 | 46.91% | 53.78% | 23.12% |
| 2024-03 | +2.90% | +73.28% | 0.13% | +1.80% | 0.75 | 7.21% | +19.63 | 3739.90 | 51.06% | 56.70% | 26.44% |
| 2024-02 | +1.88% | +68.40% | 0.13% | +1.80% | 0.65 | 7.14% | +29.83 | 3621.53 | 51.61% | 55.48% | 25.78% |
| 2024-01 | +0.32% | +65.29% | 0.13% | +1.92% | 0.60 | 7.10% | -22.87 | 3531.60 | 50.26% | 58.86% | 24.59% |
| 2023-12 | +2.40% | +64.76% | 0.13% | +2.04% | 0.65 | 7.21% | +17.35 | 3539.37 | 51.01% | 60.01% | 25.95% |
| 2023-11 | +2.84% | +60.90% | 0.13% | +2.16% | 0.53 | 7.31% | +32.86 | 3444.87 | 48.53% | 61.59% | 24.56% |
| 2023-10 | -1.65% | +56.46% | 0.13% | +1.92% | 0.43 | 7.21% | +11.44 | 3334.86 | 45.58% | 63.02% | 20.57% |
| 2023-09 | -1.15% | +59.08% | 0.13% | +1.68% | 0.51 | 7.24% | +8.81 | 3385.86 | 43.36% | 58.09% | 20.75% |
| 2023-08 | -0.36% | +60.93% | 0.13% | +1.68% | 0.59 | 7.21% | -51.77 | 3423.46 | 44.39% | 57.92% | 22.76% |
| 2023-07 | +2.64% | +61.51% | 0.13% | +1.80% | 0.65 | 7.21% | +1.33 | 3472.75 | 42.98% | 54.56% | 21.47% |
| 2023-06 | +2.08% | +57.36% | 0.13% | +1.68% | 0.57 | 7.14% | -17.51 | 3387.38 | 45.39% | 55.30% | 21.79% |
| 2023-05 | +0.52% | +54.15% | 0.13% | +1.44% | 0.50 | 7.10% | -2.86 | 3342.77 | 44.42% | 53.84% | 23.62% |
| 2023-04 | +1.95% | +53.36% | 0.13% | +1.56% | 0.51 | 7.10% | +30.78 | 3327.75 | 46.98% | 49.14% | 23.36% |
| 2023-03 | +0.37% | +50.42% | 0.13% | +1.20% | 0.45 | 7.07% | -58.48 | 3231.10 | 45.98% | 50.54% | 22.37% |
| 2023-02 | -0.39% | +49.87% | 0.13% | +1.44% | 0.44 | 7.10% | -59.81 | 3283.86 | 44.61% | 50.49% | 21.32% |
| 2023-01 | +2.51% | +50.46% | 0.13% | +1.44% | 0.47 | 7.10% | -41.40 | 3361.93 | 44.97% | 48.60% | 25.72% |
| 2022-12 | -1.78% | +46.77% | 0.12% | +1.32% | 0.40 | 7.03% | -66.21 | 3326.50 | 40.45% | 42.84% | 20.90% |
| 2022-11 | +2.16% | +49.43% | 0.12% | +1.56% | 0.52 | 6.96% | -49.10 | 3465.74 | 42.77% | 41.70% | 18.75% |
| 2022-10 | +2.45% | +46.27% | 0.12% | +1.08% | 0.44 | 6.93% | +75.30 | 3441.83 | 45.75% | 43.91% | 12.38% |
| 2022-09 | -4.04% | +42.77% | 0.12% | +1.20% | 0.36 | 6.86% | -44.28 | 3290.12 | 45.33% | 44.53% | 12.24% |
| 2022-08 | -1.10% | +48.78% | 0.12% | +1.32% | 0.60 | 6.58% | +14.49 | 3482.20 | 48.61% | 46.56% | 13.60% |
| 2022-07 | +4.49% | +50.44% | 0.12% | +1.32% | 0.69 | 6.55% | +19.56 | 3515.03 | 51.20% | 50.04% | 17.66% |
| 2022-06 | -4.17% | +43.97% | 0.12% | +0.96% | 0.52 | 6.30% | -11.43 | 3335.39 | 57.32% | 57.40% | 17.80% |
| 2022-05 | -1.76% | +50.24% | 0.12% | +1.80% | 0.81 | 5.92% | +5.38 | 3518.57 | 57.70% | 55.52% | 19.82% |
| 2022-04 | -2.30% | +52.93% | 0.12% | +1.80% | 0.96 | 5.85% | -0.36 | 3572.34 | 55.88% | 58.27% | 19.86% |
| 2022-03 | +1.10% | +56.53% | 0.12% | +2.04% | 1.16 | 5.72% | -35.43 | 3659.27 | 49.95% | 51.40% | 20.98% |
| 2022-02 | -0.79% | +54.83% | 0.12% | +1.92% | 1.12 | 5.72% | +29.02 | 3602.67 | 55.48% | 56.85% | 19.94% |
| 2022-01 | -1.76% | +56.06% | 0.12% | +2.28% | 1.21 | 5.68% | +114.79 | 3608.19 | 56.76% | 58.98% | 16.16% |
| 2021-12 | +1.25% | +58.86% | 0.13% | +2.76% | 1.37 | 5.58% | +33.90 | 3563.16 | 50.98% | 52.59% | 14.94% |
| 2021-11 | -0.15% | +56.90% | 0.13% | +2.76% | 1.32 | 5.58% | +59.91 | 3490.81 | 50.14% | 52.43% | 14.31% |
| 2021-10 | +2.61% | +57.13% | 0.13% | +3.00% | 1.36 | 5.58% | +167.62 | 3439.16 | 46.00% | 49.23% | 17.39% |
| 2021-09 | -1.70% | +53.13% | 0.13% | +2.88% | 1.26 | 5.51% | +40.23 | 3192.27 | 46.97% | 48.68% | 15.47% |
| 2021-08 | +0.70% | +55.78% | 0.13% | +3.36% | 1.40 | 5.40% | +90.88 | 3212.44 | 47.06% | 48.46% | 17.44% |
| 2021-07 | -0.06% | +54.70% | 0.13% | +3.60% | 1.38 | 5.40% | +193.15 | 3102.89 | 43.82% | 45.59% | 18.28% |
| 2021-06 | +0.86% | +54.79% | 0.13% | +3.72% | 1.44 | 5.44% | +132.97 | 2920.92 | 45.13% | 47.00% | 19.75% |
| 2021-05 | +0.65% | +53.47% | 0.13% | +3.60% | 1.39 | 5.44% | +123.70 | 2768.53 | 47.22% | 50.39% | 23.86% |
| 2021-04 | +2.19% | +52.48% | 0.13% | +3.84% | 1.39 | 5.47% | +201.61 | 2630.74 | 45.76% | 48.87% | 22.60% |
| 2021-03 | +1.26% | +49.21% | 0.13% | +3.72% | 1.31 | 5.40% | +171.59 | 2380.95 | 45.04% | 48.50% | 25.68% |
| 2021-02 | +0.67% | +47.36% | 0.13% | +3.96% | 1.28 | 5.44% | +123.66 | 2180.41 | 46.42% | 50.59% | 25.42% |
| 2021-01 | +1.03% | +46.38% | 0.13% | +3.60% | 1.24 | 5.47% | +209.47 | 2048.01 | 47.72% | 52.83% | 24.96% |
| 2020-12 | +1.60% | +44.88% | 0.17% | +3.96% | 1.21 | 5.47% | +174.32 | 1824.73 | 45.68% | 47.38% | 23.29% |
| 2020-11 | +3.05% | +42.60% | 0.17% | — | — | — | +128.85 | 1632.41 | 38.53% | 41.32% | 24.37% |
| 2020-10 | -0.10% | +38.38% | 0.17% | — | — | — | +158.04 | 1461.69 | 40.19% | 44.23% | 23.98% |
| 2020-09 | -0.72% | +38.52% | 0.17% | — | — | — | +60.43 | 1309.17 | 40.74% | 45.86% | 26.07% |
| 2020-08 | +2.09% | +39.53% | 0.17% | — | — | — | +95.49 | 1260.30 | 38.81% | 47.63% | 27.85% |
| 2020-07 | +2.58% | +36.67% | 0.17% | — | — | — | +87.60 | 1142.96 | 35.44% | 43.83% | 26.59% |
| 2020-06 | +0.67% | +33.23% | 0.17% | — | — | — | +65.06 | 1029.64 | 32.21% | 41.55% | 25.43% |
| 2020-05 | +1.59% | +32.34% | 0.17% | — | — | — | +65.17 | 961.16 | 30.11% | 36.95% | 22.35% |
| 2020-04 | +4.45% | +30.27% | 0.17% | — | — | — | +74.80 | 882.50 | 31.37% | 39.56% | 19.17% |
| 2020-03 | -7.03% | +24.72% | 0.17% | — | — | — | +27.04 | 785.51 | 34.80% | 41.35% | 13.20% |
| 2020-02 | -2.17% | +34.15% | 0.17% | — | — | — | +64.85 | 803.38 | 35.05% | 32.74% | 12.61% |
| 2020-01 | +0.78% | +37.13% | 0.17% | — | — | — | +61.96 | 758.39 | 35.18% | 31.11% | 13.92% |
| 2019-12 | +0.84% | +36.07% | 0.23% | — | — | — | +44.59 | 692.22 | 37.00% | 32.20% | 12.95% |
| 2019-11 | +1.36% | +34.94% | 0.23% | — | — | — | +32.14 | 636.20 | 37.79% | 32.62% | 12.57% |
| 2019-10 | +1.21% | +33.12% | 0.23% | — | — | — | +35.75 | 597.97 | 38.35% | 33.28% | 13.46% |
| 2019-09 | +1.36% | +31.53% | 0.23% | — | — | — | +25.47 | 556.19 | 41.16% | 30.64% | 12.92% |
| 2019-08 | -0.19% | +29.77% | 0.23% | — | — | — | +27.64 | 524.33 | 41.75% | 29.10% | 13.10% |
| 2019-07 | +0.92% | +30.02% | 0.23% | — | — | — | +41.38 | 497.99 | 38.30% | 29.86% | 12.94% |
| 2019-06 | +2.05% | +28.83% | 0.23% | — | — | — | +30.99 | 453.22 | 38.21% | 28.67% | 12.80% |
| 2019-05 | -1.48% | +26.24% | 0.23% | — | — | — | +19.88 | 418.90 | 30.28% | 20.11% | 13.21% |
| 2019-04 | +2.15% | +28.14% | 0.23% | — | — | — | +19.72 | 405.87 | 36.28% | 25.03% | 13.27% |
| 2019-03 | +0.66% | +25.44% | 0.23% | — | — | — | +16.21 | 378.82 | 38.96% | 29.41% | 13.59% |
| 2019-02 | +1.32% | +24.62% | 0.23% | — | — | — | +10.49 | 360.47 | 38.96% | 26.33% | 13.16% |
| 2019-01 | +3.38% | +23.00% | 0.23% | — | — | — | +21.63 | 345.94 | 36.59% | 23.52% | 14.73% |
| 2018-12 | -2.47% | +18.97% | 0.26% | — | — | — | +10.20 | 314.10 | 38.20% | 28.19% | 17.48% |
| 2018-11 | +0.21% | +21.99% | 0.26% | — | — | — | +5.64 | 312.17 | 35.17% | 25.09% | 18.44% |
| 2018-10 | -1.90% | +21.73% | 0.26% | — | — | — | +6.95 | 306.21 | 36.79% | 26.84% | 17.00% |
| 2018-09 | +0.07% | +24.09% | 0.26% | — | — | — | +9.05 | 305.41 | 36.57% | 27.20% | 14.37% |
| 2018-08 | +1.21% | +24.00% | 0.26% | — | — | — | +12.53 | 296.42 | 34.79% | 23.53% | 14.83% |
| 2018-07 | +1.13% | +22.52% | 0.26% | — | — | — | +11.41 | 280.29 | 33.97% | 22.27% | 16.10% |
| 2018-06 | -0.19% | +21.15% | 0.26% | — | — | — | +13.67 | 263.47 | 30.47% | 19.16% | 13.46% |
| 2018-05 | +0.97% | +21.38% | 0.26% | — | — | — | +12.26 | 250.23 | 34.97% | 22.76% | 12.86% |
| 2018-04 | +0.69% | +20.22% | 0.26% | — | — | — | +12.59 | 236.27 | 34.59% | 22.55% | 12.33% |
| 2018-03 | -0.65% | +19.39% | 0.26% | — | — | — | +9.75 | 222.30 | 33.60% | 20.27% | 11.82% |
| 2018-02 | -0.52% | +20.17% | 0.26% | — | — | — | +6.65 | 213.78 | 33.08% | 18.96% | 10.08% |
| 2018-01 | +1.18% | +20.80% | 0.26% | — | — | — | +17.09 | 208.33 | 33.97% | 19.94% | 8.93% |
| 2017-12 | +1.03% | +19.39% | 0.31% | — | — | — | +6.57 | 189.10 | 34.45% | 22.96% | 18.21% |
| 2017-11 | +0.57% | +18.18% | 0.31% | — | — | — | +9.69 | 180.79 | 33.18% | 21.35% | 16.54% |
| 2017-10 | +1.19% | +17.51% | 0.31% | — | — | — | +10.67 | 170.07 | 32.79% | 21.87% | 18.17% |
| 2017-09 | +0.50% | +16.12% | 0.31% | — | — | — | +8.88 | 157.60 | 33.04% | 23.38% | 17.54% |
| 2017-08 | +0.78% | +15.55% | 0.31% | — | — | — | +5.66 | 148.04 | 32.90% | 23.60% | 18.02% |
| 2017-07 | +1.09% | +14.65% | 0.31% | — | — | — | +8.70 | 141.29 | 32.67% | 24.18% | 16.56% |
| 2017-06 | +0.00% | +13.42% | 0.31% | — | — | — | +4.78 | 131.22 | 32.62% | 24.37% | 13.50% |
| 2017-05 | +1.19% | +13.42% | 0.31% | — | — | — | +4.16 | 126.69 | 31.63% | 24.70% | 15.93% |
| 2017-04 | +0.82% | +12.08% | 0.31% | — | — | — | +7.66 | 121.07 | 30.10% | 23.12% | 15.45% |
| 2017-03 | +0.92% | +11.17% | 0.31% | — | — | — | +3.73 | 112.56 | 30.86% | 24.35% | 16.30% |
| 2017-02 | +1.17% | +10.16% | 0.31% | — | — | — | +4.17 | 107.91 | 30.15% | 23.82% | 17.45% |
| 2017-01 | +0.40% | +8.88% | 0.31% | — | — | — | +6.99 | 102.59 | 32.36% | 27.88% | 24.86% |
| 2016-12 | +0.91% | +8.45% | 0.33% | — | — | — | +4.23 | 95.33 | 31.63% | 25.78% | 21.91% |
| 2016-11 | +0.60% | +7.47% | 0.33% | — | — | — | +3.79 | 90.33 | 32.66% | 29.82% | 24.98% |
| 2016-10 | +0.62% | +6.83% | 0.33% | — | — | — | +1.62 | 86.03 | 36.84% | 33.19% | 31.78% |
| 2016-09 | -0.22% | +6.17% | 0.33% | — | — | — | +1.37 | 83.95 | 34.23% | 29.99% | 29.15% |
| 2016-08 | +0.61% | +6.41% | 0.33% | — | — | — | +1.52 | 82.95 | 32.56% | 28.72% | 27.34% |
| 2016-07 | +2.11% | +5.76% | 0.33% | — | — | — | +4.13 | 80.98 | 31.80% | 27.81% | 25.66% |
| 2016-06 | -0.46% | +3.58% | 0.33% | — | — | — | +1.16 | 75.31 | 35.16% | 34.87% | 34.58% |
| 2016-05 | +0.91% | +4.05% | 0.33% | — | — | — | — | 75.00 | — | — | — |
| 2016-04 | +1.08% | +3.12% | 0.33% | — | — | — | — | 71.89 | — | — | — |
| 2016-03 | +2.04% | +2.01% | 0.33% | — | — | — | — | 68.18 | — | — | — |
| 2016-02 | -0.77% | -0.03% | 0.33% | — | — | — | — | 66.95 | — | — | — |
| 2016-01 | +0.75% | +0.75% | 0.33% | — | — | — | — | 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.