חודשים בטווח
125
אלטשולר שחם פנסיה מקיפה מסלול לבני 60 ומעלה
נתונים היסטוריים מלאים עבור אלטשולר שחם פנסיה מקיפה מסלול לבני 60 ומעלה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9759 | שם קרן: אלטשולר שחם פנסיה מקיפה מסלול לבני 60 ומעלה | 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 60 ומעלה ישירות למייל.
תשואה חודשית אחרונה
+1.53%
תשואה מצטברת מההתחלה
+84.92%
| 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 | +1.53% | +84.92% | 0.15% | +0.84% | 1.05 | 3.71% | -5.85 | 2445.90 | 27.09% | 35.07% | 15.94% |
| 2026-04 | +2.31% | +82.13% | 0.15% | +0.36% | 0.97 | 3.67% | -7.23 | 2414.50 | 25.81% | 33.77% | 15.71% |
| 2026-03 | -1.57% | +78.02% | 0.15% | +0.24% | 0.84 | 3.60% | +17.19 | 2369.56 | 24.20% | 31.43% | 13.94% |
| 2026-02 | +0.17% | +80.86% | 0.15% | +0.24% | 1.16 | 3.46% | +14.14 | 2390.78 | 24.53% | 30.70% | 14.79% |
| 2026-01 | +0.94% | +80.55% | 0.15% | +0.48% | 1.20 | 3.46% | +12.72 | 2375.25 | 24.44% | 31.02% | 15.04% |
| 2025-12 | -0.23% | +78.87% | 0.14% | +0.48% | 1.17 | 3.46% | -0.84 | 2343.11 | 23.41% | 29.97% | 14.77% |
| 2025-11 | +0.54% | +79.28% | 0.14% | +0.60% | 1.29 | 3.46% | +18.82 | 2351.76 | 23.22% | 31.50% | 16.37% |
| 2025-10 | +0.80% | +78.32% | 0.14% | +0.72% | 1.33 | 3.50% | +36.55 | 2325.07 | 21.36% | 31.47% | 16.46% |
| 2025-09 | +1.70% | +76.90% | 0.14% | +0.72% | 1.29 | 3.53% | -9.07 | 2272.89 | 24.37% | 36.48% | 17.27% |
| 2025-08 | +0.93% | +73.95% | 0.14% | +0.72% | 1.17 | 3.50% | +15.12 | 2246.22 | 22.86% | 38.89% | 17.62% |
| 2025-07 | +0.52% | +72.34% | 0.14% | +0.60% | 1.15 | 3.50% | +22.86 | 2211.03 | 20.42% | 42.49% | 17.79% |
| 2025-06 | +1.87% | +71.45% | 0.14% | +0.72% | 1.19 | 3.57% | +11.97 | 2179.32 | 24.70% | 44.65% | 18.06% |
| 2025-05 | +1.44% | +68.30% | 0.14% | +1.08% | 1.09 | 3.50% | -11.46 | 2129.60 | 23.65% | 41.15% | 18.39% |
| 2025-04 | +0.45% | +65.91% | 0.14% | +1.32% | 1.04 | 3.53% | +45.17 | 2114.16 | 22.61% | 38.46% | 17.70% |
| 2025-03 | +0.00% | +65.17% | 0.14% | +1.44% | 1.10 | 3.81% | +42.73 | 2060.52 | 22.13% | 37.19% | 16.50% |
| 2025-02 | +0.08% | +65.17% | 0.14% | +1.44% | 0.92 | 4.43% | +26.07 | 2018.50 | 23.28% | 42.76% | 17.59% |
| 2025-01 | +0.67% | +65.04% | 0.14% | +1.92% | 0.93 | 4.47% | +37.51 | 1993.46 | 22.61% | 44.46% | 18.84% |
| 2024-12 | -0.01% | +63.94% | 0.13% | +2.04% | 0.94 | 4.47% | +24.08 | 1945.07 | 22.68% | 44.72% | 18.58% |
| 2024-11 | +1.21% | +63.96% | 0.13% | +2.16% | 1.00 | 4.47% | +19.81 | 1924.30 | 24.30% | 43.08% | 15.85% |
| 2024-10 | +0.13% | +62.00% | 0.13% | +2.28% | 0.96 | 4.47% | +32.37 | 1883.11 | 22.88% | 34.12% | 14.56% |
| 2024-09 | +1.61% | +61.79% | 0.13% | +2.28% | 1.02 | 4.47% | +36.54 | 1849.77 | 23.48% | 33.82% | 15.82% |
| 2024-08 | +0.74% | +59.22% | 0.13% | — | 0.92 | 4.43% | +24.28 | 1785.60 | 25.27% | 33.51% | 15.38% |
| 2024-07 | +0.73% | +58.05% | 0.13% | +2.40% | 0.93 | 4.43% | +23.46 | 1748.69 | 25.44% | 30.35% | 15.11% |
| 2024-06 | +1.16% | +56.91% | 0.13% | +2.64% | 0.93 | 4.43% | +26.72 | 1714.74 | 26.36% | 33.15% | 16.57% |
| 2024-05 | +1.49% | +55.11% | 0.13% | +2.52% | 0.91 | 4.47% | -5.20 | 1668.82 | 23.89% | 40.00% | 15.92% |
| 2024-04 | -0.36% | +52.83% | 0.13% | +2.40% | 0.81 | 4.47% | +69.38 | 1629.12 | 22.42% | 31.97% | 14.32% |
| 2024-03 | +1.85% | +53.38% | 0.13% | +2.40% | 0.92 | 4.50% | +14.44 | 1588.31 | 25.10% | 34.77% | 16.76% |
| 2024-02 | +0.73% | +50.60% | 0.13% | +2.28% | 0.83 | 4.43% | +21.69 | 1546.97 | 25.29% | 43.25% | 17.16% |
| 2024-01 | +0.25% | +49.51% | 0.13% | +2.52% | 0.83 | 4.43% | +7.63 | 1516.39 | 24.21% | 46.26% | 16.92% |
| 2023-12 | +1.90% | +49.13% | 0.13% | +2.64% | 0.89 | 4.54% | +18.23 | 1489.13 | 24.54% | 47.41% | 17.78% |
| 2023-11 | +1.93% | +46.35% | 0.13% | +2.64% | 0.75 | 4.57% | +36.07 | 1445.15 | 23.03% | 50.09% | 16.54% |
| 2023-10 | -0.79% | +43.58% | 0.13% | +2.52% | 0.64 | 4.54% | +12.79 | 1390.75 | 21.73% | 51.60% | 14.55% |
| 2023-09 | -0.83% | +44.73% | 0.13% | +2.28% | 0.72 | 4.54% | +11.07 | 1391.17 | 20.70% | 48.25% | 14.16% |
| 2023-08 | +0.07% | +45.94% | 0.13% | +2.40% | 0.85 | 4.50% | -19.90 | 1394.98 | 21.40% | 47.05% | 15.40% |
| 2023-07 | +1.65% | +45.83% | 0.13% | +2.40% | 0.90 | 4.50% | +7.29 | 1404.36 | 20.84% | 42.96% | 13.83% |
| 2023-06 | +1.16% | +43.47% | 0.13% | +2.40% | 0.84 | 4.47% | -15.79 | 1375.82 | 22.18% | 41.00% | 15.29% |
| 2023-05 | +0.53% | +41.82% | 0.13% | +2.28% | 0.78 | 4.47% | -1.35 | 1378.16 | 22.43% | 39.39% | 15.95% |
| 2023-04 | +1.36% | +41.07% | 0.13% | +2.40% | 0.79 | 4.47% | +24.11 | 1373.84 | 23.48% | 30.39% | 14.18% |
| 2023-03 | +0.59% | +39.18% | 0.13% | +2.16% | 0.73 | 4.43% | -8.44 | 1329.57 | 22.98% | 31.90% | 13.59% |
| 2023-02 | -0.22% | +38.37% | 0.13% | +2.28% | 0.71 | 4.47% | +16.69 | 1332.15 | 21.75% | 34.37% | 12.88% |
| 2023-01 | +1.73% | +38.67% | 0.13% | +2.28% | 0.76 | 4.47% | -23.79 | 1320.46 | 22.63% | 32.34% | 14.14% |
| 2022-12 | -0.89% | +36.31% | 0.12% | +2.16% | 0.68 | 4.43% | -1.94 | 1323.38 | 20.01% | 28.01% | 10.25% |
| 2022-11 | +1.47% | +37.54% | 0.12% | +2.16% | 0.80 | 4.40% | -21.55 | 1341.15 | 21.32% | 25.69% | 9.31% |
| 2022-10 | +1.53% | +35.54% | 0.12% | +1.92% | 0.73 | 4.36% | +58.10 | 1332.24 | 23.03% | 27.33% | 5.57% |
| 2022-09 | -2.20% | +33.50% | 0.12% | +1.92% | 0.65 | 4.33% | +3.57 | 1266.53 | 22.04% | 24.36% | 5.58% |
| 2022-08 | -0.48% | +36.50% | 0.12% | +2.04% | 0.89 | 4.16% | +18.47 | 1293.92 | 23.89% | 24.47% | 6.18% |
| 2022-07 | +2.70% | +37.16% | 0.12% | +1.92% | 0.96 | 4.16% | +38.38 | 1284.63 | 25.30% | 26.13% | 8.76% |
| 2022-06 | -2.37% | +33.56% | 0.12% | +1.68% | 0.82 | 4.02% | -3.21 | 1214.84 | 28.22% | 29.67% | 8.70% |
| 2022-05 | -0.85% | +36.80% | 0.12% | +2.16% | 1.11 | 3.85% | +21.89 | 1250.30 | 28.92% | 35.96% | 9.43% |
| 2022-04 | -0.87% | +37.97% | 0.12% | +2.04% | 1.24 | 3.78% | -34.41 | 1238.10 | 27.79% | 34.96% | 10.08% |
| 2022-03 | +0.67% | +39.18% | 0.12% | +2.16% | 1.37 | 3.74% | +13.08 | 1284.97 | 25.15% | 31.17% | 10.86% |
| 2022-02 | -0.56% | +38.26% | 0.12% | +2.04% | 1.34 | 3.74% | -5.33 | 1254.22 | 28.51% | 32.52% | 10.46% |
| 2022-01 | -0.86% | +39.03% | 0.12% | +2.16% | 1.43 | 3.71% | +60.46 | 1268.69 | 28.86% | 33.76% | 8.28% |
| 2021-12 | +0.66% | +40.24% | 0.13% | +2.16% | 1.56 | 3.67% | +21.33 | 1221.29 | 25.66% | 30.50% | 7.54% |
| 2021-11 | +0.08% | +39.32% | 0.13% | +2.16% | 1.53 | 3.67% | +7.74 | 1193.49 | 25.17% | 30.32% | 7.20% |
| 2021-10 | +1.32% | +39.21% | 0.13% | +2.28% | 1.54 | 3.67% | +62.71 | 1185.24 | 23.60% | 29.97% | 8.86% |
| 2021-09 | -0.78% | +37.40% | 0.13% | +2.28% | 1.46 | 3.67% | +6.89 | 1109.12 | 23.44% | 29.70% | 10.47% |
| 2021-08 | +0.51% | +38.48% | 0.13% | +2.40% | 1.56 | 3.64% | +26.77 | 1112.32 | 24.14% | 30.13% | 11.42% |
| 2021-07 | +0.06% | +37.77% | 0.13% | +2.52% | 1.54 | 3.64% | +64.86 | 1080.76 | 22.26% | 28.18% | 14.35% |
| 2021-06 | +0.60% | +37.69% | 0.13% | +2.64% | 1.59 | 3.64% | +54.45 | 1018.11 | 23.08% | 29.34% | 15.24% |
| 2021-05 | +0.45% | +36.87% | 0.13% | +2.64% | 1.55 | 3.64% | +49.84 | 959.00 | 24.41% | 30.89% | 16.28% |
| 2021-04 | +1.10% | +36.26% | 0.13% | +2.76% | 1.55 | 3.64% | +58.95 | 906.13 | 23.36% | 30.45% | 16.38% |
| 2021-03 | +0.84% | +34.77% | 0.13% | +2.64% | 1.49 | 3.64% | +49.14 | 839.09 | 22.83% | 29.92% | 18.09% |
| 2021-02 | +0.33% | +33.65% | 0.13% | +2.88% | 1.46 | 3.64% | +43.10 | 782.78 | 23.69% | 29.27% | 18.14% |
| 2021-01 | +0.67% | +33.21% | 0.13% | +2.52% | 1.43 | 3.67% | +52.52 | 738.58 | 24.23% | 25.76% | 18.31% |
| 2020-12 | +0.81% | +32.33% | 0.17% | +2.76% | 1.40 | 3.67% | +60.46 | 682.69 | 23.17% | 33.64% | 20.50% |
| 2020-11 | +1.93% | +31.26% | 0.17% | — | — | — | +20.85 | 622.56 | 19.44% | 33.19% | 22.95% |
| 2020-10 | +0.08% | +28.78% | 0.17% | — | — | — | +55.52 | 590.95 | 20.27% | 33.95% | 21.04% |
| 2020-09 | -0.47% | +28.67% | 0.17% | — | — | — | +44.41 | 536.03 | 20.32% | 34.71% | 22.25% |
| 2020-08 | +1.13% | +29.28% | 0.17% | — | — | — | +36.92 | 494.72 | 21.20% | 36.17% | 22.52% |
| 2020-07 | +1.93% | +27.84% | 0.17% | — | — | — | +49.74 | 452.70 | 19.24% | 36.52% | 20.65% |
| 2020-06 | +0.61% | +25.42% | 0.17% | — | — | — | +32.82 | 395.95 | 17.51% | 41.13% | 21.08% |
| 2020-05 | +1.68% | +24.66% | 0.17% | — | — | — | +5.25 | 361.82 | 16.45% | 41.69% | 21.57% |
| 2020-04 | +3.63% | +22.60% | 0.17% | — | — | — | +9.31 | 350.33 | 17.16% | 34.82% | 12.11% |
| 2020-03 | -4.64% | +18.30% | 0.17% | — | — | — | +82.52 | 315.35 | 18.65% | 35.34% | 11.25% |
| 2020-02 | -0.78% | +24.06% | 0.17% | — | — | — | +25.13 | 257.99 | 18.83% | 25.07% | 11.44% |
| 2020-01 | +0.72% | +25.03% | 0.17% | — | — | — | +26.72 | 235.39 | 19.26% | 23.78% | 10.96% |
| 2019-12 | +0.63% | +24.14% | 0.23% | — | — | — | +19.66 | 207.56 | 20.30% | 21.13% | 10.27% |
| 2019-11 | +0.91% | +23.36% | 0.23% | — | — | — | +9.75 | 185.08 | 20.57% | 24.73% | 10.13% |
| 2019-10 | +0.94% | +22.25% | 0.23% | — | — | — | +14.00 | 173.44 | 20.68% | 24.83% | 10.91% |
| 2019-09 | +0.93% | +21.11% | 0.23% | — | — | — | +9.40 | 158.22 | 22.29% | 12.07% | 10.81% |
| 2019-08 | +0.22% | +20.00% | 0.23% | — | — | — | +9.61 | 147.56 | 22.93% | 14.58% | 10.78% |
| 2019-07 | +0.98% | +19.73% | 0.23% | — | — | — | +14.91 | 137.71 | 20.34% | 16.93% | 11.46% |
| 2019-06 | +1.38% | +18.57% | 0.23% | — | — | — | +9.71 | 121.79 | 20.86% | 14.65% | 12.62% |
| 2019-05 | -0.86% | +16.96% | 0.23% | — | — | — | +6.17 | 112.17 | 16.56% | 12.67% | 12.76% |
| 2019-04 | +1.60% | +17.97% | 0.23% | — | — | — | +10.56 | 106.23 | 19.51% | 13.81% | 13.85% |
| 2019-03 | +0.55% | +16.11% | 0.23% | — | — | — | +8.15 | 94.28 | 21.55% | 16.04% | 12.29% |
| 2019-02 | +1.01% | +15.48% | 0.23% | — | — | — | +3.12 | 85.67 | 22.15% | 13.67% | 11.72% |
| 2019-01 | +2.30% | +14.32% | 0.23% | — | — | — | +9.07 | 81.64 | 21.04% | 13.28% | 12.25% |
| 2018-12 | -1.58% | +11.75% | 0.26% | — | — | — | +2.46 | 71.18 | 21.26% | 17.63% | 12.45% |
| 2018-11 | +0.09% | +13.55% | 0.26% | — | — | — | +2.40 | 69.81 | 19.83% | 10.79% | 12.73% |
| 2018-10 | -1.14% | +13.44% | 0.26% | — | — | — | +3.75 | 67.38 | 21.82% | 12.88% | 10.61% |
| 2018-09 | +0.23% | +14.75% | 0.26% | — | — | — | +0.53 | 64.39 | 21.37% | 13.99% | 11.09% |
| 2018-08 | +0.74% | +14.49% | 0.26% | — | — | — | +1.14 | 63.17 | 20.22% | 13.39% | 11.00% |
| 2018-07 | +0.86% | +13.65% | 0.26% | — | — | — | +4.13 | 62.14 | 19.42% | 11.65% | 11.64% |
| 2018-06 | -0.05% | +12.68% | 0.26% | — | — | — | +0.51 | 57.27 | 17.86% | 11.14% | 11.02% |
| 2018-05 | +0.59% | +12.74% | 0.26% | — | — | — | +0.83 | 56.82 | 20.22% | 12.81% | 9.86% |
| 2018-04 | +0.45% | +12.07% | 0.26% | — | — | — | +3.22 | 55.67 | 19.62% | 12.13% | 9.66% |
| 2018-03 | -0.25% | +11.57% | 0.26% | — | — | — | -0.48 | 52.24 | 19.20% | 10.45% | 9.51% |
| 2018-02 | -0.30% | +11.85% | 0.26% | — | — | — | +0.68 | 52.77 | 16.92% | 9.27% | 7.85% |
| 2018-01 | +0.80% | +12.19% | 0.26% | — | — | — | +3.22 | 52.26 | 16.21% | 8.19% | 6.37% |
| 2017-12 | +0.52% | +11.30% | 0.31% | — | — | — | +0.78 | 48.67 | 16.58% | 11.49% | 3.97% |
| 2017-11 | +0.38% | +10.72% | 0.31% | — | — | — | +1.31 | 47.70 | 11.95% | 9.69% | 2.83% |
| 2017-10 | +0.64% | +10.30% | 0.31% | — | — | — | +3.73 | 46.20 | 11.90% | 9.09% | 2.64% |
| 2017-09 | +0.25% | +9.60% | 0.31% | — | — | — | +0.48 | 42.17 | 11.95% | 12.38% | 3.41% |
| 2017-08 | +0.60% | +9.33% | 0.31% | — | — | — | -0.08 | 41.64 | 11.82% | 13.33% | 4.25% |
| 2017-07 | +0.87% | +8.68% | 0.31% | — | — | — | +3.75 | 41.46 | 11.38% | 16.06% | 6.25% |
| 2017-06 | -0.07% | +7.74% | 0.31% | — | — | — | +0.82 | 37.38 | 11.80% | 16.29% | 2.51% |
| 2017-05 | +0.74% | +7.81% | 0.31% | — | — | — | +0.39 | 36.61 | 11.36% | 16.39% | 5.30% |
| 2017-04 | +0.70% | +7.02% | 0.31% | — | — | — | +1.74 | 35.94 | 10.46% | 15.19% | 5.93% |
| 2017-03 | +0.49% | +6.28% | 0.31% | — | — | — | +0.28 | 33.97 | 10.95% | 19.22% | 9.01% |
| 2017-02 | +0.46% | +5.76% | 0.31% | — | — | — | +0.74 | 33.54 | 10.52% | 17.83% | 9.78% |
| 2017-01 | +0.23% | +5.28% | 0.31% | — | — | — | +3.21 | 32.67 | 11.14% | 19.19% | 13.28% |
| 2016-12 | +0.47% | +5.03% | 0.33% | — | — | — | +0.66 | 29.41 | 11.08% | 21.25% | 12.24% |
| 2016-11 | -0.07% | +4.54% | 0.33% | — | — | — | +0.93 | 28.62 | 12.19% | 26.42% | 13.10% |
| 2016-10 | +0.63% | +4.62% | 0.33% | — | — | — | +1.09 | 27.72 | 12.37% | 24.46% | 14.57% |
| 2016-09 | -0.32% | +3.96% | 0.33% | — | — | — | -0.02 | 26.47 | 12.13% | 24.06% | 15.07% |
| 2016-08 | +0.24% | +4.30% | 0.33% | — | — | — | +0.38 | 26.61 | 11.69% | 24.80% | 17.55% |
| 2016-07 | +1.39% | +4.05% | 0.33% | — | — | — | +2.67 | 26.17 | 11.39% | 30.88% | 23.46% |
| 2016-06 | +0.12% | +2.62% | 0.33% | — | — | — | +0.74 | 23.19 | 12.33% | 29.15% | 23.33% |
| 2016-05 | +0.62% | +2.50% | 0.33% | — | — | — | — | 22.46 | — | — | — |
| 2016-04 | +0.84% | +1.86% | 0.33% | — | — | — | — | 22.51 | — | — | — |
| 2016-03 | +0.93% | +1.02% | 0.33% | — | — | — | — | 20.70 | — | — | — |
| 2016-02 | -0.62% | +0.09% | 0.33% | — | — | — | — | 20.21 | — | — | — |
| 2016-01 | +0.71% | +0.71% | 0.33% | — | — | — | — | 19.75 | — | — | — |
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.