חודשים בטווח
125
אלטשולר שחם פנסיה מקיפה מסלול לבני 50 ומטה
נתונים היסטוריים מלאים עבור אלטשולר שחם פנסיה מקיפה מסלול לבני 50 ומטה, 125 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 מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אלטשולר שחם פנסיה מקיפה מסלול לבני 50 ומטה ישירות למייל.
תשואה חודשית אחרונה
+2.19%
תשואה מצטברת מההתחלה
+143.44%
| 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 | +2.19% | +143.44% | 0.15% | -0.48% | 1.00 | 7.62% | -231.39 | 18411.75 | 53.89% | 42.18% | 19.75% |
| 2026-04 | +4.67% | +138.22% | 0.15% | -1.44% | 0.93 | 7.59% | -222.84 | 18200.88 | 51.95% | 38.48% | 18.85% |
| 2026-03 | -2.56% | +127.59% | 0.15% | -1.56% | 0.81 | 7.45% | -296.17 | 17649.82 | 50.19% | 32.74% | 14.92% |
| 2026-02 | -0.24% | +133.57% | 0.15% | -1.80% | 1.03 | 7.31% | -195.41 | 18751.23 | 50.71% | 34.29% | 16.08% |
| 2026-01 | +1.88% | +134.14% | 0.15% | -1.32% | 1.09 | 7.31% | -313.59 | 18960.05 | 48.94% | 35.80% | 16.46% |
| 2025-12 | +0.09% | +129.82% | 0.14% | -1.44% | 1.04 | 7.27% | -188.73 | 18847.56 | 49.82% | 35.10% | 16.04% |
| 2025-11 | +0.79% | +129.61% | 0.14% | -1.08% | 1.10 | 7.31% | -185.61 | 19112.43 | 48.12% | 35.68% | 17.86% |
| 2025-10 | +1.00% | +127.81% | 0.14% | -0.72% | 1.13 | 7.45% | -151.13 | 19193.13 | 47.49% | 37.85% | 19.23% |
| 2025-09 | +2.95% | +125.55% | 0.14% | -0.84% | 1.11 | 7.45% | -116.43 | 19135.78 | 53.62% | 42.94% | 19.94% |
| 2025-08 | +1.12% | +119.09% | 0.14% | -0.72% | 0.99 | 7.45% | -163.20 | 18652.67 | 58.22% | 51.02% | 21.90% |
| 2025-07 | +1.09% | +116.66% | 0.14% | -0.72% | 1.00 | 7.48% | -170.32 | 18689.43 | 53.36% | 53.86% | 22.80% |
| 2025-06 | +3.63% | +114.33% | 0.14% | -0.84% | 1.01 | 7.55% | -146.24 | 18614.02 | 59.87% | 61.72% | 24.49% |
| 2025-05 | +4.18% | +106.82% | 0.14% | +0.12% | 0.90 | 7.45% | -73.16 | 18071.20 | 56.97% | 56.04% | 22.99% |
| 2025-04 | +0.84% | +98.52% | 0.14% | +0.12% | 0.78 | 7.31% | -71.79 | 17380.03 | 56.50% | 52.40% | 20.69% |
| 2025-03 | -1.45% | +96.87% | 0.14% | +0.24% | 0.82 | 7.59% | -95.25 | 17300.24 | 57.47% | 51.30% | 21.51% |
| 2025-02 | -1.17% | +99.76% | 0.14% | +0.60% | 0.74 | 8.63% | -52.89 | 17695.92 | 57.32% | 62.32% | 25.48% |
| 2025-01 | +1.55% | +102.13% | 0.14% | +1.32% | 0.78 | 8.76% | -149.41 | 17951.72 | 55.95% | 63.87% | 28.54% |
| 2024-12 | -0.35% | +99.04% | 0.13% | +1.32% | 0.74 | 8.76% | -100.77 | 17807.41 | 56.01% | 62.08% | 27.17% |
| 2024-11 | +1.81% | +99.74% | 0.13% | +1.68% | 0.80 | 8.73% | -89.87 | 17985.20 | 58.03% | 65.45% | 26.48% |
| 2024-10 | -0.11% | +96.19% | 0.13% | +1.92% | 0.77 | 8.73% | -46.37 | 17774.92 | 55.44% | 59.77% | 25.87% |
| 2024-09 | +2.69% | +96.41% | 0.13% | +1.80% | 0.82 | 8.73% | -74.21 | 17846.00 | 57.10% | 62.43% | 28.78% |
| 2024-08 | +1.00% | +91.26% | 0.13% | — | 0.72 | 8.69% | -65.24 | 17492.37 | 60.60% | 64.69% | 27.76% |
| 2024-07 | +0.77% | +89.37% | 0.13% | +1.80% | 0.73 | 8.69% | -125.56 | 17359.60 | 60.21% | 57.45% | 26.32% |
| 2024-06 | +1.65% | +87.92% | 0.13% | +2.40% | 0.73 | 8.73% | -149.67 | 17368.61 | 62.53% | 66.12% | 29.49% |
| 2024-05 | +2.73% | +84.87% | 0.13% | +2.16% | 0.71 | 8.73% | -97.30 | 17196.54 | 59.14% | 65.34% | 29.09% |
| 2024-04 | -1.20% | +79.96% | 0.13% | +1.80% | 0.60 | 8.76% | -136.87 | 16870.91 | 57.57% | 58.87% | 27.01% |
| 2024-03 | +3.31% | +82.15% | 0.13% | +1.68% | 0.71 | 8.76% | -143.56 | 17204.42 | 60.38% | 64.79% | 30.70% |
| 2024-02 | +2.18% | +76.31% | 0.13% | +1.68% | 0.61 | 8.66% | -74.37 | 16550.25 | 62.33% | 70.56% | 30.39% |
| 2024-01 | +0.30% | +72.55% | 0.13% | +1.92% | 0.56 | 8.66% | -437.94 | 16295.38 | 60.49% | 69.78% | 28.91% |
| 2023-12 | +2.52% | +72.03% | 0.13% | +1.92% | 0.61 | 8.80% | -84.49 | 16439.62 | 61.06% | 71.14% | 30.32% |
| 2023-11 | +3.01% | +67.80% | 0.13% | +2.28% | 0.50 | 8.90% | -138.89 | 16115.70 | 57.62% | 71.00% | 28.92% |
| 2023-10 | -2.05% | +62.90% | 0.13% | +2.04% | 0.41 | 8.83% | -159.99 | 15724.92 | 54.11% | 72.64% | 24.30% |
| 2023-09 | -1.30% | +66.31% | 0.13% | +1.68% | 0.48 | 8.87% | -122.34 | 16190.79 | 51.87% | 66.91% | 24.36% |
| 2023-08 | -0.53% | +68.50% | 0.13% | +1.56% | 0.56 | 8.83% | -271.57 | 16487.21 | 53.11% | 66.99% | 26.63% |
| 2023-07 | +2.91% | +69.40% | 0.13% | +1.80% | 0.62 | 8.87% | -153.31 | 16813.53 | 52.35% | 63.84% | 26.53% |
| 2023-06 | +2.60% | +64.61% | 0.13% | +1.68% | 0.55 | 8.80% | -187.97 | 16525.68 | 55.22% | 63.63% | 26.05% |
| 2023-05 | +0.53% | +60.44% | 0.13% | +1.44% | 0.47 | 8.76% | -65.70 | 16289.76 | 54.80% | 63.29% | 28.30% |
| 2023-04 | +2.23% | +59.59% | 0.13% | +1.44% | 0.48 | 8.76% | -306.36 | 16367.09 | 57.76% | 61.95% | 28.01% |
| 2023-03 | +0.19% | +56.11% | 0.13% | +1.20% | 0.42 | 8.73% | -234.55 | 16230.85 | 55.71% | 64.95% | 26.37% |
| 2023-02 | -0.56% | +55.81% | 0.13% | +1.44% | 0.42 | 8.73% | -126.30 | 16282.23 | 54.59% | 62.14% | 25.88% |
| 2023-01 | +2.97% | +56.69% | 0.13% | +1.44% | 0.45 | 8.73% | -469.40 | 16520.72 | 56.61% | 61.58% | 32.85% |
| 2022-12 | -2.30% | +52.17% | 0.12% | +1.32% | 0.38 | 8.69% | -271.45 | 16459.28 | 50.30% | 54.17% | 26.32% |
| 2022-11 | +2.45% | +55.75% | 0.12% | +1.56% | 0.50 | 8.59% | -262.08 | 17131.56 | 52.45% | 52.76% | 23.29% |
| 2022-10 | +2.86% | +52.03% | 0.12% | +1.08% | 0.43 | 8.56% | -362.49 | 16998.71 | 56.42% | 54.86% | 16.09% |
| 2022-09 | -4.94% | +47.80% | 0.12% | +1.20% | 0.36 | 8.49% | -165.87 | 16834.14 | 56.69% | 56.10% | 15.57% |
| 2022-08 | -1.49% | +55.48% | 0.12% | +1.44% | 0.60 | 8.14% | -570.25 | 17892.73 | 61.68% | 59.34% | 17.66% |
| 2022-07 | +5.28% | +57.83% | 0.12% | +1.44% | 0.68 | 8.11% | -463.40 | 18721.96 | 63.04% | 61.20% | 21.75% |
| 2022-06 | -4.89% | +49.92% | 0.12% | +0.96% | 0.52 | 7.79% | -174.94 | 18229.30 | 67.61% | 67.69% | 21.49% |
| 2022-05 | -2.11% | +57.63% | 0.12% | +1.92% | 0.79 | 7.41% | -99.80 | 19278.37 | 68.06% | 69.78% | 23.19% |
| 2022-04 | -2.61% | +61.02% | 0.12% | +1.92% | 0.93 | 7.31% | +63.63 | 19814.24 | 65.70% | 68.08% | 23.94% |
| 2022-03 | +1.18% | +65.34% | 0.12% | +2.28% | 1.11 | 7.17% | -458.79 | 20267.34 | 59.32% | 60.51% | 25.68% |
| 2022-02 | -0.89% | +63.41% | 0.12% | +2.16% | 1.08 | 7.17% | +58.47 | 19974.12 | 66.35% | 67.18% | 24.03% |
| 2022-01 | -2.38% | +64.88% | 0.12% | +2.64% | 1.16 | 7.14% | -92.15 | 20079.47 | 69.50% | 70.82% | 21.06% |
| 2021-12 | +1.64% | +68.90% | 0.13% | +3.24% | 1.32 | 7.00% | +222.47 | 20640.37 | 64.72% | 65.24% | 18.60% |
| 2021-11 | -0.22% | +66.17% | 0.13% | +3.24% | 1.28 | 7.00% | +230.61 | 20095.73 | 64.12% | 65.66% | 18.01% |
| 2021-10 | +3.40% | +66.54% | 0.13% | +3.60% | 1.32 | 6.96% | +224.70 | 19927.00 | 59.50% | 61.91% | 21.58% |
| 2021-09 | -2.14% | +61.06% | 0.13% | +3.36% | 1.21 | 6.86% | +341.91 | 19050.76 | 59.64% | 60.59% | 19.06% |
| 2021-08 | +0.85% | +64.59% | 0.13% | +3.96% | 1.35 | 6.75% | +419.12 | 19109.64 | 59.70% | 60.31% | 20.69% |
| 2021-07 | -0.16% | +63.20% | 0.13% | +4.32% | 1.34 | 6.75% | +353.80 | 18534.76 | 54.55% | 55.61% | 20.07% |
| 2021-06 | +0.98% | +63.46% | 0.13% | +4.44% | 1.39 | 6.79% | +634.05 | 18192.50 | 57.41% | 59.47% | 21.90% |
| 2021-05 | +0.80% | +61.87% | 0.13% | +4.32% | 1.35 | 6.82% | +598.81 | 17384.27 | 59.90% | 63.18% | 27.00% |
| 2021-04 | +2.98% | +60.59% | 0.13% | +4.56% | 1.34 | 6.82% | +561.90 | 16662.65 | 58.32% | 61.69% | 26.68% |
| 2021-03 | +1.66% | +55.94% | 0.13% | +4.32% | 1.25 | 6.75% | +769.06 | 15619.50 | 56.86% | 60.11% | 30.36% |
| 2021-02 | +0.84% | +53.40% | 0.13% | +4.56% | 1.22 | 6.79% | +663.45 | 14566.35 | 58.83% | 62.87% | 30.77% |
| 2021-01 | +1.23% | +52.12% | 0.13% | +4.20% | 1.19 | 6.82% | +637.92 | 13794.53 | 61.02% | 65.61% | 29.84% |
| 2020-12 | +2.22% | +50.27% | 0.17% | +4.20% | 1.11 | 6.96% | +905.23 | 13007.20 | 58.06% | 58.06% | 27.83% |
| 2020-11 | +4.00% | +47.01% | 0.17% | — | — | — | +659.23 | 11823.64 | 50.36% | 51.21% | 29.32% |
| 2020-10 | -0.12% | +41.35% | 0.17% | — | — | — | +586.28 | 10721.88 | 53.00% | 54.75% | 28.81% |
| 2020-09 | -0.98% | +41.52% | 0.17% | — | — | — | +506.23 | 10155.69 | 52.77% | 56.02% | 30.56% |
| 2020-08 | +2.73% | +42.92% | 0.17% | — | — | — | +526.47 | 9761.09 | 50.71% | 57.12% | 31.95% |
| 2020-07 | +3.23% | +39.12% | 0.17% | — | — | — | +416.34 | 8980.89 | 46.56% | 52.81% | 30.62% |
| 2020-06 | +0.76% | +34.77% | 0.17% | — | — | — | +382.41 | 8295.12 | 42.12% | 49.87% | 28.80% |
| 2020-05 | +1.82% | +33.75% | 0.17% | — | — | — | +364.51 | 7848.69 | 39.35% | 43.94% | 25.29% |
| 2020-04 | +5.33% | +31.36% | 0.17% | — | — | — | +260.19 | 7348.47 | 40.38% | 45.46% | 21.95% |
| 2020-03 | -8.63% | +24.72% | 0.17% | — | — | — | +386.51 | 6699.56 | 45.11% | 48.48% | 15.23% |
| 2020-02 | -3.09% | +36.50% | 0.17% | — | — | — | +324.55 | 6930.67 | 46.30% | 40.04% | 14.90% |
| 2020-01 | +0.90% | +40.85% | 0.17% | — | — | — | +298.62 | 6829.05 | 48.49% | 40.32% | 17.51% |
| 2019-12 | +1.10% | +39.59% | 0.23% | — | — | — | +344.62 | 6472.66 | 50.16% | 41.31% | 16.44% |
| 2019-11 | +1.75% | +38.07% | 0.23% | — | — | — | +280.66 | 6011.01 | 52.46% | 42.56% | 16.11% |
| 2019-10 | +1.36% | +35.70% | 0.23% | — | — | — | +310.08 | 5633.24 | 49.07% | 41.20% | 15.70% |
| 2019-09 | +1.59% | +33.88% | 0.23% | — | — | — | +226.17 | 5252.73 | 51.06% | 40.92% | 14.46% |
| 2019-08 | -0.40% | +31.78% | 0.23% | — | — | — | +231.46 | 4948.65 | 54.41% | 44.14% | 15.10% |
| 2019-07 | +0.98% | +32.31% | 0.23% | — | — | — | +225.66 | 4741.21 | 50.14% | 40.05% | 14.98% |
| 2019-06 | +2.49% | +31.03% | 0.23% | — | — | — | +196.11 | 4476.37 | 50.37% | 39.75% | 13.47% |
| 2019-05 | -1.83% | +27.84% | 0.23% | — | — | — | +166.69 | 4158.88 | 40.48% | 27.57% | 13.75% |
| 2019-04 | +2.48% | +30.23% | 0.23% | — | — | — | +166.09 | 4064.49 | 47.21% | 33.07% | 13.67% |
| 2019-03 | +0.74% | +27.08% | 0.23% | — | — | — | +141.18 | 3804.84 | 50.07% | 37.76% | 14.37% |
| 2019-02 | +1.55% | +26.14% | 0.23% | — | — | — | +130.58 | 3631.94 | 50.00% | 35.33% | 14.07% |
| 2019-01 | +4.08% | +24.22% | 0.23% | — | — | — | +135.72 | 3446.12 | 47.39% | 32.21% | 16.04% |
| 2018-12 | -3.17% | +19.35% | 0.26% | — | — | — | +187.09 | 3180.96 | 48.15% | 35.38% | 18.61% |
| 2018-11 | +0.39% | +23.25% | 0.26% | — | — | — | +122.47 | 3091.63 | 46.63% | 34.48% | 20.81% |
| 2018-10 | -2.63% | +22.78% | 0.26% | — | — | — | +135.03 | 2960.85 | 49.59% | 36.07% | 19.98% |
| 2018-09 | -0.01% | +26.09% | 0.26% | — | — | — | +73.94 | 2900.95 | 49.53% | 36.97% | 16.13% |
| 2018-08 | +1.67% | +26.10% | 0.26% | — | — | — | +114.86 | 2833.94 | 46.88% | 35.31% | 16.77% |
| 2018-07 | +1.33% | +24.03% | 0.26% | — | — | — | +135.09 | 2673.33 | 46.25% | 32.12% | 17.97% |
| 2018-06 | -0.20% | +22.41% | 0.26% | — | — | — | +126.99 | 2511.99 | 41.22% | 27.21% | 15.93% |
| 2018-05 | +1.28% | +22.65% | 0.26% | — | — | — | +135.82 | 2393.80 | 46.53% | 32.29% | 14.97% |
| 2018-04 | +0.95% | +21.10% | 0.26% | — | — | — | +102.09 | 2230.97 | 46.11% | 32.27% | 14.50% |
| 2018-03 | -0.88% | +19.96% | 0.26% | — | — | — | +126.66 | 2105.97 | 44.57% | 29.56% | 13.54% |
| 2018-02 | -0.65% | +21.03% | 0.26% | — | — | — | +116.55 | 1997.21 | 43.54% | 27.96% | 11.33% |
| 2018-01 | +1.39% | +21.82% | 0.26% | — | — | — | +149.73 | 1893.33 | 44.93% | 28.92% | 11.18% |
| 2017-12 | +1.30% | +20.15% | 0.31% | — | — | — | +103.18 | 1721.85 | 45.38% | 31.89% | 28.16% |
| 2017-11 | +0.78% | +18.61% | 0.31% | — | — | — | +85.63 | 1598.08 | 44.47% | 30.12% | 25.86% |
| 2017-10 | +1.49% | +17.69% | 0.31% | — | — | — | +71.34 | 1501.37 | 44.28% | 31.66% | 27.78% |
| 2017-09 | +0.65% | +15.96% | 0.31% | — | — | — | +78.31 | 1409.92 | 43.55% | 31.98% | 26.28% |
| 2017-08 | +0.90% | +15.21% | 0.31% | — | — | — | +113.11 | 1322.56 | 43.44% | 32.05% | 26.56% |
| 2017-07 | +1.05% | +14.18% | 0.31% | — | — | — | +89.84 | 1199.17 | 43.45% | 33.33% | 27.33% |
| 2017-06 | +0.09% | +13.00% | 0.31% | — | — | — | +69.52 | 1097.80 | 43.77% | 33.66% | 23.94% |
| 2017-05 | +1.45% | +12.90% | 0.31% | — | — | — | +86.18 | 1028.05 | 41.84% | 33.53% | 25.41% |
| 2017-04 | +1.01% | +11.28% | 0.31% | — | — | — | +64.47 | 928.87 | 39.62% | 31.55% | 23.14% |
| 2017-03 | +1.07% | +10.17% | 0.31% | — | — | — | +61.07 | 855.84 | 40.53% | 32.41% | 23.28% |
| 2017-02 | +1.42% | +9.00% | 0.31% | — | — | — | +50.19 | 784.90 | 39.38% | 33.51% | 25.95% |
| 2017-01 | +0.44% | +7.48% | 0.31% | — | — | — | +32.18 | 724.49 | 40.80% | 36.10% | 30.80% |
| 2016-12 | +1.12% | +7.01% | 0.33% | — | — | — | +32.54 | 689.57 | 39.59% | 35.85% | 30.96% |
| 2016-11 | +0.83% | +5.82% | 0.33% | — | — | — | +25.13 | 651.37 | 41.16% | 40.78% | 34.83% |
| 2016-10 | +0.68% | +4.95% | 0.33% | — | — | — | +19.03 | 621.31 | 45.93% | 43.62% | 40.22% |
| 2016-09 | -0.31% | +4.24% | 0.33% | — | — | — | +21.78 | 598.41 | 43.00% | 40.14% | 36.91% |
| 2016-08 | +0.81% | +4.56% | 0.33% | — | — | — | +21.05 | 577.66 | 40.99% | 38.32% | 34.62% |
| 2016-07 | +2.44% | +3.72% | 0.33% | — | — | — | +17.21 | 552.57 | 41.03% | 38.67% | 34.53% |
| 2016-06 | -0.66% | +1.25% | 0.33% | — | — | — | +16.41 | 522.54 | 43.35% | 42.59% | 38.56% |
| 2016-05 | +1.09% | +1.93% | 0.33% | — | — | — | — | 509.72 | — | — | — |
| 2016-04 | +1.23% | +0.83% | 0.33% | — | — | — | — | 490.59 | — | — | — |
| 2016-03 | +2.57% | -0.40% | 0.33% | — | — | — | — | 469.28 | — | — | — |
| 2016-02 | -0.79% | -2.89% | 0.33% | — | — | — | — | 445.83 | — | — | — |
| 2016-01 | -2.12% | -2.12% | 0.33% | — | — | — | — | 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.