פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · פנסיה

אלטשולר שחם פנסיה מקיפה מסלול לבני 50 ומטה (9757)

נתונים היסטוריים מלאים עבור אלטשולר שחם פנסיה מקיפה מסלול לבני 50 ומטה (9757), 128 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 9757 | שם קרן: אלטשולר שחם פנסיה מקיפה מסלול לבני 50 ומטה | 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 +2.17%
תשואה מצטברת בטווח +147.80%
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 +2.17% +147.80% 0.15% +0.24% 0.98 7.66% -294.63 +5960.33 17668.59 54.88% 38.71% 20.05%
2026-07 -0.15% +142.54% 0.15% -0.72% 0.92 7.62% -339.16 +6254.96 17587.01 55.39% 36.46% 18.95%
2026-06 -0.22% +142.90% 0.15% — 0.97 7.62% -334.48 +6594.12 18039.19 56.19% 39.71% 19.99%
2026-05 +2.19% +143.44% 0.15% -0.48% 1.00 7.62% -231.39 +6928.60 18411.75 53.89% 42.18% 19.75%
2026-04 +4.67% +138.22% 0.15% -1.44% 0.93 7.59% -222.84 +7159.99 18200.88 51.95% 38.48% 18.85%
2026-03 -2.56% +127.59% 0.15% -1.56% 0.81 7.45% -296.17 +7382.83 17649.82 50.19% 32.74% 14.92%
2026-02 -0.24% +133.57% 0.15% -1.80% 1.03 7.31% -195.41 +7679.00 18751.23 50.71% 34.29% 16.08%
2026-01 +1.88% +134.14% 0.15% -1.32% 1.09 7.31% -313.59 +7874.41 18960.05 48.94% 35.80% 16.46%
2025-12 +0.09% +129.82% 0.14% -1.44% 1.04 7.27% -188.73 +8188.00 18847.56 49.82% 35.10% 16.04%
2025-11 +0.79% +129.61% 0.14% -1.08% 1.10 7.31% -185.61 +8376.73 19112.43 48.12% 35.68% 17.86%
2025-10 +1.00% +127.81% 0.14% -0.72% 1.13 7.45% -151.13 +8562.34 19193.13 47.49% 37.85% 19.23%
2025-09 +2.95% +125.55% 0.14% -0.84% 1.11 7.45% -116.43 +8713.47 19135.78 53.62% 42.94% 19.94%
2025-08 +1.12% +119.09% 0.14% -0.72% 0.99 7.45% -163.20 +8829.90 18652.67 58.22% 51.02% 21.90%
2025-07 +1.09% +116.66% 0.14% -0.72% 1.00 7.48% -170.32 +8993.10 18689.43 53.36% 53.86% 22.80%
2025-06 +3.63% +114.33% 0.14% -0.84% 1.01 7.55% -146.24 +9163.42 18614.02 59.87% 61.72% 24.49%
2025-05 +4.18% +106.82% 0.14% +0.12% 0.90 7.45% -73.16 +9309.66 18071.20 56.97% 56.04% 22.99%
2025-04 +0.84% +98.52% 0.14% +0.12% 0.78 7.31% -71.79 +9382.82 17380.03 56.50% 52.40% 20.69%
2025-03 -1.45% +96.87% 0.14% +0.24% 0.82 7.59% -95.25 +9454.61 17300.24 57.47% 51.30% 21.51%
2025-02 -1.17% +99.76% 0.14% +0.60% 0.74 8.63% -52.89 +9549.86 17695.92 57.32% 62.32% 25.48%
2025-01 +1.55% +102.13% 0.14% +1.32% 0.78 8.76% -149.41 +9602.75 17951.72 55.95% 63.87% 28.54%
2024-12 -0.35% +99.04% 0.13% +1.32% 0.74 8.76% -100.77 +9752.16 17807.41 56.01% 62.08% 27.17%
2024-11 +1.81% +99.74% 0.13% +1.68% 0.80 8.73% -89.87 +9852.93 17985.20 58.03% 65.45% 26.48%
2024-10 -0.11% +96.19% 0.13% +1.92% 0.77 8.73% -46.37 +9942.80 17774.92 55.44% 59.77% 25.87%
2024-09 +2.69% +96.41% 0.13% +1.80% 0.82 8.73% -74.21 +9989.17 17846.00 57.10% 62.43% 28.78%
2024-08 +1.00% +91.26% 0.13% — 0.72 8.69% -65.24 +10063.38 17492.37 60.60% 64.69% 27.76%
2024-07 +0.77% +89.37% 0.13% +1.80% 0.73 8.69% -125.56 +10128.62 17359.60 60.21% 57.45% 26.32%
2024-06 +1.65% +87.92% 0.13% +2.40% 0.73 8.73% -149.67 +10254.18 17368.61 62.53% 66.12% 29.49%
2024-05 +2.73% +84.87% 0.13% +2.16% 0.71 8.73% -97.30 +10403.85 17196.54 59.14% 65.34% 29.09%
2024-04 -1.20% +79.96% 0.13% +1.80% 0.60 8.76% -136.87 +10501.15 16870.91 57.57% 58.87% 27.01%
2024-03 +3.31% +82.15% 0.13% +1.68% 0.71 8.76% -143.56 +10638.02 17204.42 60.38% 64.79% 30.70%
2024-02 +2.18% +76.31% 0.13% +1.68% 0.61 8.66% -74.37 +10781.58 16550.25 62.33% 70.56% 30.39%
2024-01 +0.30% +72.55% 0.13% +1.92% 0.56 8.66% -437.94 +10855.95 16295.38 60.49% 69.78% 28.91%
2023-12 +2.52% +72.03% 0.13% +1.92% 0.61 8.80% -84.49 +11293.89 16439.62 61.06% 71.14% 30.32%
2023-11 +3.01% +67.80% 0.13% +2.28% 0.50 8.90% -138.89 +11378.38 16115.70 57.62% 71.00% 28.92%
2023-10 -2.05% +62.90% 0.13% +2.04% 0.41 8.83% -159.99 +11517.27 15724.92 54.11% 72.64% 24.30%
2023-09 -1.30% +66.31% 0.13% +1.68% 0.48 8.87% -122.34 +11677.26 16190.79 51.87% 66.91% 24.36%
2023-08 -0.53% +68.50% 0.13% +1.56% 0.56 8.83% -271.57 +11799.60 16487.21 53.11% 66.99% 26.63%
2023-07 +2.91% +69.40% 0.13% +1.80% 0.62 8.87% -153.31 +12071.17 16813.53 52.35% 63.84% 26.53%
2023-06 +2.60% +64.61% 0.13% +1.68% 0.55 8.80% -187.97 +12224.48 16525.68 55.22% 63.63% 26.05%
2023-05 +0.53% +60.44% 0.13% +1.44% 0.47 8.76% -65.70 +12412.45 16289.76 54.80% 63.29% 28.30%
2023-04 +2.23% +59.59% 0.13% +1.44% 0.48 8.76% -306.36 +12478.15 16367.09 57.76% 61.95% 28.01%
2023-03 +0.19% +56.11% 0.13% +1.20% 0.42 8.73% -234.55 +12784.51 16230.85 55.71% 64.95% 26.37%
2023-02 -0.56% +55.81% 0.13% +1.44% 0.42 8.73% -126.30 +13019.06 16282.23 54.59% 62.14% 25.88%
2023-01 +2.97% +56.69% 0.13% +1.44% 0.45 8.73% -469.40 +13145.36 16520.72 56.61% 61.58% 32.85%
2022-12 -2.30% +52.17% 0.12% +1.32% 0.38 8.69% -271.45 +13614.76 16459.28 50.30% 54.17% 26.32%
2022-11 +2.45% +55.75% 0.12% +1.56% 0.50 8.59% -262.08 +13886.21 17131.56 52.45% 52.76% 23.29%
2022-10 +2.86% +52.03% 0.12% +1.08% 0.43 8.56% -362.49 +14148.29 16998.71 56.42% 54.86% 16.09%
2022-09 -4.94% +47.80% 0.12% +1.20% 0.36 8.49% -165.87 +14510.78 16834.14 56.69% 56.10% 15.57%
2022-08 -1.49% +55.48% 0.12% +1.44% 0.60 8.14% -570.25 +14676.65 17892.73 61.68% 59.34% 17.66%
2022-07 +5.28% +57.83% 0.12% +1.44% 0.68 8.11% -463.40 +15246.90 18721.96 63.04% 61.20% 21.75%
2022-06 -4.89% +49.92% 0.12% +0.96% 0.52 7.79% -174.94 +15710.30 18229.30 67.61% 67.69% 21.49%
2022-05 -2.11% +57.63% 0.12% +1.92% 0.79 7.41% -99.80 +15885.24 19278.37 68.06% 69.78% 23.19%
2022-04 -2.61% +61.02% 0.12% +1.92% 0.93 7.31% +63.63 +15985.04 19814.24 65.70% 68.08% 23.94%
2022-03 +1.18% +65.34% 0.12% +2.28% 1.11 7.17% -458.79 +15921.41 20267.34 59.32% 60.51% 25.68%
2022-02 -0.89% +63.41% 0.12% +2.16% 1.08 7.17% +58.47 +16380.20 19974.12 66.35% 67.18% 24.03%
2022-01 -2.38% +64.88% 0.12% +2.64% 1.16 7.14% -92.15 +16321.73 20079.47 69.50% 70.82% 21.06%
2021-12 +1.64% +68.90% 0.13% +3.24% 1.32 7.00% +222.47 +16413.88 20640.37 64.72% 65.24% 18.60%
2021-11 -0.22% +66.17% 0.13% +3.24% 1.28 7.00% +230.61 +16191.41 20095.73 64.12% 65.66% 18.01%
2021-10 +3.40% +66.54% 0.13% +3.60% 1.32 6.96% +224.70 +15960.80 19927.00 59.50% 61.91% 21.58%
2021-09 -2.14% +61.06% 0.13% +3.36% 1.21 6.86% +341.91 +15736.10 19050.76 59.64% 60.59% 19.06%
2021-08 +0.85% +64.59% 0.13% +3.96% 1.35 6.75% +419.12 +15394.19 19109.64 59.70% 60.31% 20.69%
2021-07 -0.16% +63.20% 0.13% +4.32% 1.34 6.75% +353.80 +14975.07 18534.76 54.55% 55.61% 20.07%
2021-06 +0.98% +63.46% 0.13% +4.44% 1.39 6.79% +634.05 +14621.27 18192.50 57.41% 59.47% 21.90%
2021-05 +0.80% +61.87% 0.13% +4.32% 1.35 6.82% +598.81 +13987.22 17384.27 59.90% 63.18% 27.00%
2021-04 +2.98% +60.59% 0.13% +4.56% 1.34 6.82% +561.90 +13388.41 16662.65 58.32% 61.69% 26.68%
2021-03 +1.66% +55.94% 0.13% +4.32% 1.25 6.75% +769.06 +12826.51 15619.50 56.86% 60.11% 30.36%
2021-02 +0.84% +53.40% 0.13% +4.56% 1.22 6.79% +663.45 +12057.45 14566.35 58.83% 62.87% 30.77%
2021-01 +1.23% +52.12% 0.13% +4.20% 1.19 6.82% +637.92 +11394.00 13794.53 61.02% 65.61% 29.84%
2020-12 +2.22% +50.27% 0.17% +4.20% 1.11 6.96% +905.23 +10756.08 13007.20 58.06% 58.06% 27.83%
2020-11 +4.00% +47.01% 0.17% — — — +659.23 +9850.85 11823.64 50.36% 51.21% 29.32%
2020-10 -0.12% +41.35% 0.17% — — — +586.28 +9191.62 10721.88 53.00% 54.75% 28.81%
2020-09 -0.98% +41.52% 0.17% — — — +506.23 +8605.34 10155.69 52.77% 56.02% 30.56%
2020-08 +2.73% +42.92% 0.17% — — — +526.47 +8099.11 9761.09 50.71% 57.12% 31.95%
2020-07 +3.23% +39.12% 0.17% — — — +416.34 +7572.64 8980.89 46.56% 52.81% 30.62%
2020-06 +0.76% +34.77% 0.17% — — — +382.41 +7156.30 8295.12 42.12% 49.87% 28.80%
2020-05 +1.82% +33.75% 0.17% — — — +364.51 +6773.89 7848.69 39.35% 43.94% 25.29%
2020-04 +5.33% +31.36% 0.17% — — — +260.19 +6409.38 7348.47 40.38% 45.46% 21.95%
2020-03 -8.63% +24.72% 0.17% — — — +386.51 +6149.19 6699.56 45.11% 48.48% 15.23%
2020-02 -3.09% +36.50% 0.17% — — — +324.55 +5762.68 6930.67 46.30% 40.04% 14.90%
2020-01 +0.90% +40.85% 0.17% — — — +298.62 +5438.13 6829.05 48.49% 40.32% 17.51%
2019-12 +1.10% +39.59% 0.23% — — — +344.62 +5139.51 6472.66 50.16% 41.31% 16.44%
2019-11 +1.75% +38.07% 0.23% — — — +280.66 +4794.89 6011.01 52.46% 42.56% 16.11%
2019-10 +1.36% +35.70% 0.23% — — — +310.08 +4514.23 5633.24 49.07% 41.20% 15.70%
2019-09 +1.59% +33.88% 0.23% — — — +226.17 +4204.15 5252.73 51.06% 40.92% 14.46%
2019-08 -0.40% +31.78% 0.23% — — — +231.46 +3977.98 4948.65 54.41% 44.14% 15.10%
2019-07 +0.98% +32.31% 0.23% — — — +225.66 +3746.52 4741.21 50.14% 40.05% 14.98%
2019-06 +2.49% +31.03% 0.23% — — — +196.11 +3520.86 4476.37 50.37% 39.75% 13.47%
2019-05 -1.83% +27.84% 0.23% — — — +166.69 +3324.75 4158.88 40.48% 27.57% 13.75%
2019-04 +2.48% +30.23% 0.23% — — — +166.09 +3158.06 4064.49 47.21% 33.07% 13.67%
2019-03 +0.74% +27.08% 0.23% — — — +141.18 +2991.97 3804.84 50.07% 37.76% 14.37%
2019-02 +1.55% +26.14% 0.23% — — — +130.58 +2850.79 3631.94 50.00% 35.33% 14.07%
2019-01 +4.08% +24.22% 0.23% — — — +135.72 +2720.21 3446.12 47.39% 32.21% 16.04%
2018-12 -3.17% +19.35% 0.26% — — — +187.09 +2584.49 3180.96 48.15% 35.38% 18.61%
2018-11 +0.39% +23.25% 0.26% — — — +122.47 +2397.40 3091.63 46.63% 34.48% 20.81%
2018-10 -2.63% +22.78% 0.26% — — — +135.03 +2274.93 2960.85 49.59% 36.07% 19.98%
2018-09 -0.01% +26.09% 0.26% — — — +73.94 +2139.90 2900.95 49.53% 36.97% 16.13%
2018-08 +1.67% +26.10% 0.26% — — — +114.86 +2065.96 2833.94 46.88% 35.31% 16.77%
2018-07 +1.33% +24.03% 0.26% — — — +135.09 +1951.10 2673.33 46.25% 32.12% 17.97%
2018-06 -0.20% +22.41% 0.26% — — — +126.99 +1816.01 2511.99 41.22% 27.21% 15.93%
2018-05 +1.28% +22.65% 0.26% — — — +135.82 +1689.02 2393.80 46.53% 32.29% 14.97%
2018-04 +0.95% +21.10% 0.26% — — — +102.09 +1553.20 2230.97 46.11% 32.27% 14.50%
2018-03 -0.88% +19.96% 0.26% — — — +126.66 +1451.11 2105.97 44.57% 29.56% 13.54%
2018-02 -0.65% +21.03% 0.26% — — — +116.55 +1324.45 1997.21 43.54% 27.96% 11.33%
2018-01 +1.39% +21.82% 0.26% — — — +149.73 +1207.90 1893.33 44.93% 28.92% 11.18%
2017-12 +1.30% +20.15% 0.31% — — — +103.18 +1058.17 1721.85 45.38% 31.89% 28.16%
2017-11 +0.78% +18.61% 0.31% — — — +85.63 +954.99 1598.08 44.47% 30.12% 25.86%
2017-10 +1.49% +17.69% 0.31% — — — +71.34 +869.36 1501.37 44.28% 31.66% 27.78%
2017-09 +0.65% +15.96% 0.31% — — — +78.31 +798.02 1409.92 43.55% 31.98% 26.28%
2017-08 +0.90% +15.21% 0.31% — — — +113.11 +719.71 1322.56 43.44% 32.05% 26.56%
2017-07 +1.05% +14.18% 0.31% — — — +89.84 +606.60 1199.17 43.45% 33.33% 27.33%
2017-06 +0.09% +13.00% 0.31% — — — +69.52 +516.76 1097.80 43.77% 33.66% 23.94%
2017-05 +1.45% +12.90% 0.31% — — — +86.18 +447.24 1028.05 41.84% 33.53% 25.41%
2017-04 +1.01% +11.28% 0.31% — — — +64.47 +361.06 928.87 39.62% 31.55% 23.14%
2017-03 +1.07% +10.17% 0.31% — — — +61.07 +296.59 855.84 40.53% 32.41% 23.28%
2017-02 +1.42% +9.00% 0.31% — — — +50.19 +235.52 784.90 39.38% 33.51% 25.95%
2017-01 +0.44% +7.48% 0.31% — — — +32.18 +185.33 724.49 40.80% 36.10% 30.80%
2016-12 +1.12% +7.01% 0.33% — — — +32.54 +153.15 689.57 39.59% 35.85% 30.96%
2016-11 +0.83% +5.82% 0.33% — — — +25.13 +120.61 651.37 41.16% 40.78% 34.83%
2016-10 +0.68% +4.95% 0.33% — — — +19.03 +95.48 621.31 45.93% 43.62% 40.22%
2016-09 -0.31% +4.24% 0.33% — — — +21.78 +76.45 598.41 43.00% 40.14% 36.91%
2016-08 +0.81% +4.56% 0.33% — — — +21.05 +54.67 577.66 40.99% 38.32% 34.62%
2016-07 +2.44% +3.72% 0.33% — — — +17.21 +33.62 552.57 41.03% 38.67% 34.53%
2016-06 -0.66% +1.25% 0.33% — — — +16.41 +16.41 522.54 43.35% 42.59% 38.56%
2016-05 +1.09% +1.93% 0.33% — — — — +0.00 509.72 — — —
2016-04 +1.23% +0.83% 0.33% — — — — +0.00 490.59 — — —
2016-03 +2.57% -0.40% 0.33% — — — — +0.00 469.28 — — —
2016-02 -0.79% -2.89% 0.33% — — — — +0.00 445.83 — — —
2016-01 -2.12% -2.12% 0.33% — — — — +0.00 445.91 — — —

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.