חודשים בטווח
125
אלטשולר שחם גמל לבני 50 ומטה
נתונים היסטוריים מלאים עבור אלטשולר שחם גמל לבני 50 ומטה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9950 | שם קרן: אלטשולר שחם גמל לבני 50 ומטה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: אלטשולר שחם פיננסים בע"מ | חברה מנהלת: אלטשולר שחם גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מדרגות | תת התמחות: עד 50.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אלטשולר שחם גמל לבני 50 ומטה ישירות למייל.
תשואה חודשית אחרונה
+2.19%
תשואה מצטברת מההתחלה
+112.65%
| 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% | +112.65% | 0.66% | -2.16% | 0.79 | 7.71% | -167.68 | 4311.01 | 57.41% | 44.55% | 22.83% |
| 2026-04 | +4.68% | +108.09% | 0.66% | -3.12% | 0.73 | 7.67% | -156.03 | 4386.32 | 54.92% | 41.48% | 21.64% |
| 2026-03 | -2.99% | +98.79% | 0.66% | -3.24% | 0.59 | 7.51% | -164.22 | 4342.42 | 52.95% | 35.68% | 17.58% |
| 2026-02 | -0.22% | +104.91% | 0.66% | -3.36% | 0.83 | 7.36% | -178.33 | 4646.20 | 55.46% | 38.97% | 19.51% |
| 2026-01 | +2.08% | +105.36% | 0.66% | -2.88% | 0.88 | 7.35% | -182.82 | 4837.53 | 53.72% | 40.33% | 19.81% |
| 2025-12 | +0.11% | +101.18% | 0.68% | -3.00% | 0.82 | 7.32% | -111.01 | 4921.25 | 54.65% | 39.83% | 19.31% |
| 2025-11 | +0.67% | +100.96% | 0.68% | -2.64% | 0.87 | 7.36% | -97.32 | 5029.13 | 53.39% | 41.26% | 21.66% |
| 2025-10 | +1.34% | +99.62% | 0.68% | -2.28% | 0.92 | 7.53% | -125.71 | 5096.10 | 51.87% | 43.10% | 23.02% |
| 2025-09 | +2.78% | +96.98% | 0.68% | -2.52% | 0.87 | 7.53% | -114.86 | 5156.12 | 58.87% | 49.50% | 23.99% |
| 2025-08 | +1.19% | +91.65% | 0.68% | -2.52% | 0.75 | 7.53% | -116.00 | 5132.75 | 58.35% | 53.68% | 23.82% |
| 2025-07 | +0.99% | +89.40% | 0.68% | -2.52% | 0.76 | 7.60% | -148.35 | 5190.02 | 57.32% | 63.65% | 25.63% |
| 2025-06 | +3.74% | +87.54% | 0.68% | -2.52% | 0.77 | 7.67% | -113.33 | 5289.92 | 59.41% | 62.07% | 25.31% |
| 2025-05 | +3.64% | +80.78% | 0.68% | -1.56% | 0.65 | 7.54% | -98.32 | 5213.24 | 55.85% | 55.26% | 23.59% |
| 2025-04 | +0.84% | +74.43% | 0.68% | -1.56% | 0.54 | 7.44% | -120.67 | 5128.41 | 54.73% | 49.57% | 21.23% |
| 2025-03 | -1.43% | +72.98% | 0.68% | -1.44% | 0.58 | 7.77% | -72.30 | 5211.63 | 54.88% | 49.80% | 21.66% |
| 2025-02 | -1.20% | +75.49% | 0.68% | -1.44% | 0.49 | 9.08% | -40.28 | 5362.35 | 54.76% | 60.08% | 24.91% |
| 2025-01 | +1.50% | +77.62% | 0.68% | -0.60% | 0.52 | 9.18% | -70.41 | 5470.27 | 54.05% | 62.65% | 27.99% |
| 2024-12 | -0.23% | +75.00% | 0.69% | -0.72% | 0.49 | 9.17% | -30.61 | 5461.50 | 53.13% | 60.76% | 26.55% |
| 2024-11 | +1.85% | +75.40% | 0.69% | -0.36% | 0.54 | 9.17% | -50.15 | 5507.22 | 58.08% | 64.43% | 26.35% |
| 2024-10 | -0.13% | +72.21% | 0.69% | -0.12% | 0.50 | 9.16% | -11.43 | 5459.85 | 55.97% | 58.51% | 26.06% |
| 2024-09 | +2.35% | +72.44% | 0.69% | -0.24% | 0.54 | 9.16% | -17.84 | 5478.91 | 57.71% | 60.84% | 28.72% |
| 2024-08 | +0.95% | +68.48% | 0.69% | — | 0.46 | 9.14% | -24.20 | 5373.64 | 61.20% | 62.97% | 27.68% |
| 2024-07 | +0.80% | +66.89% | 0.69% | -0.24% | 0.46 | 9.15% | -83.50 | 5350.57 | 60.63% | 55.45% | 26.21% |
| 2024-06 | +1.41% | +65.57% | 0.69% | +0.48% | 0.46 | 9.15% | -72.93 | 5393.99 | 61.89% | 68.99% | 29.95% |
| 2024-05 | +2.52% | +63.27% | 0.69% | +0.24% | 0.45 | 9.18% | -89.23 | 5394.22 | 56.42% | 63.55% | 28.90% |
| 2024-04 | -1.33% | +59.25% | 0.69% | +0.00% | 0.35 | 9.19% | -140.11 | 5352.28 | 55.33% | 58.78% | 27.72% |
| 2024-03 | +3.01% | +61.40% | 0.69% | -0.12% | 0.45 | 9.19% | -136.36 | 5568.69 | 58.65% | 62.51% | 30.97% |
| 2024-02 | +2.10% | +56.68% | 0.69% | -0.12% | 0.37 | 9.12% | -106.11 | 5543.64 | 60.08% | 72.41% | 30.25% |
| 2024-01 | +0.37% | +53.46% | 0.69% | +0.12% | 0.32 | 9.11% | -201.08 | 5537.13 | 59.77% | 74.52% | 28.84% |
| 2023-12 | +2.44% | +52.90% | 0.70% | +0.12% | 0.37 | 9.29% | -89.60 | 5720.01 | 58.95% | 75.14% | 30.51% |
| 2023-11 | +2.87% | +49.25% | 0.70% | +0.48% | 0.26 | 9.39% | -79.68 | 5675.25 | 55.51% | 73.81% | 28.71% |
| 2023-10 | -2.16% | +45.09% | 0.70% | +0.36% | 0.17 | 9.33% | -148.30 | 5597.94 | 52.39% | 77.35% | 24.25% |
| 2023-09 | -1.53% | +48.29% | 0.70% | -0.12% | 0.24 | 9.37% | -79.96 | 5874.09 | 50.60% | 71.56% | 24.23% |
| 2023-08 | -0.59% | +50.60% | 0.70% | -0.36% | 0.31 | 9.34% | -157.94 | 6049.22 | 51.83% | 71.35% | 26.58% |
| 2023-07 | +2.87% | +51.49% | 0.70% | -0.24% | 0.37 | 9.35% | -223.78 | 6249.07 | 51.56% | 69.41% | 25.95% |
| 2023-06 | +2.40% | +47.26% | 0.70% | -0.24% | 0.30 | 9.29% | -113.96 | 6298.05 | 54.08% | 71.47% | 25.83% |
| 2023-05 | +0.34% | +43.81% | 0.70% | -0.60% | 0.22 | 9.25% | -99.20 | 6265.78 | 53.70% | 69.13% | 27.64% |
| 2023-04 | +1.87% | +43.33% | 0.70% | -0.48% | 0.24 | 9.26% | -106.47 | 6346.87 | 58.15% | 67.69% | 27.79% |
| 2023-03 | +0.00% | +40.69% | 0.70% | -0.72% | 0.19 | 9.24% | -127.46 | 6339.34 | 54.93% | 65.54% | 26.60% |
| 2023-02 | -1.14% | +40.69% | 0.70% | -0.48% | 0.20 | 9.25% | -172.17 | 6468.41 | 54.76% | 64.76% | 25.81% |
| 2023-01 | +2.66% | +42.32% | 0.70% | -0.36% | 0.24 | 9.24% | -262.98 | 6718.79 | 55.91% | 62.44% | 32.52% |
| 2022-12 | -2.72% | +38.63% | 0.71% | -0.48% | 0.17 | 9.19% | -246.29 | 6808.08 | 53.88% | 59.27% | 26.51% |
| 2022-11 | +2.02% | +42.51% | 0.71% | -0.12% | 0.30 | 9.11% | -218.89 | 7254.53 | 52.91% | 56.42% | 23.56% |
| 2022-10 | +2.40% | +39.68% | 0.71% | -0.60% | 0.25 | 9.08% | -213.30 | 7331.93 | 56.28% | 59.29% | 16.56% |
| 2022-09 | -5.12% | +36.41% | 0.71% | -0.48% | 0.19 | 9.04% | -159.97 | 7374.02 | 55.65% | 59.30% | 15.83% |
| 2022-08 | -1.97% | +43.77% | 0.71% | -0.36% | 0.41 | 8.70% | -261.28 | 7938.53 | 60.64% | 60.89% | 17.64% |
| 2022-07 | +5.10% | +46.66% | 0.71% | -0.24% | 0.51 | 8.63% | -363.87 | 8363.48 | 62.90% | 61.96% | 22.88% |
| 2022-06 | -4.96% | +39.54% | 0.71% | -0.60% | 0.36 | 8.39% | -332.09 | 8318.51 | 67.26% | 67.90% | 22.62% |
| 2022-05 | -2.89% | +46.83% | 0.71% | +0.36% | 0.59 | 8.03% | -212.61 | 9103.04 | 67.86% | 68.74% | 24.81% |
| 2022-04 | -2.79% | +51.20% | 0.71% | +0.24% | 0.76 | 7.90% | -293.84 | 9601.05 | 66.07% | 67.47% | 25.01% |
| 2022-03 | +0.92% | +55.53% | 0.71% | +0.72% | 0.93 | 7.75% | -276.40 | 10181.52 | 60.43% | 60.66% | 26.32% |
| 2022-02 | -1.21% | +54.12% | 0.71% | +0.60% | 0.91 | 7.75% | -204.00 | 10372.78 | 66.17% | 66.06% | 24.05% |
| 2022-01 | -2.70% | +56.00% | 0.71% | +0.96% | 1.00 | 7.71% | -186.46 | 10711.29 | 69.91% | 70.27% | 21.68% |
| 2021-12 | +1.71% | +60.33% | 0.73% | +1.56% | 1.16 | 7.56% | -107.54 | 11203.13 | 65.30% | 64.03% | 19.71% |
| 2021-11 | -0.06% | +57.64% | 0.73% | +1.44% | 1.12 | 7.55% | -156.11 | 11127.92 | 65.56% | 65.53% | 19.00% |
| 2021-10 | +3.26% | +57.73% | 0.73% | +1.80% | 1.14 | 7.54% | -206.58 | 11295.67 | 60.89% | 62.59% | 21.58% |
| 2021-09 | -2.17% | +52.75% | 0.73% | +1.68% | 1.04 | 7.45% | -21.87 | 10068.59 | 60.38% | 61.37% | 18.56% |
| 2021-08 | +0.89% | +56.14% | 0.73% | +2.16% | 1.16 | 7.37% | -24.21 | 10320.28 | 59.16% | 59.92% | 20.52% |
| 2021-07 | -0.25% | +54.76% | 0.73% | +2.64% | 1.14 | 7.37% | -50.27 | 10259.20 | 55.44% | 56.62% | 20.20% |
| 2021-06 | +0.72% | +55.15% | 0.73% | +2.76% | 1.19 | 7.40% | +91.42 | 10341.13 | 58.15% | 60.31% | 22.24% |
| 2021-05 | +0.89% | +54.04% | 0.73% | +2.64% | 1.16 | 7.42% | +87.31 | 10182.42 | 60.40% | 63.67% | 26.22% |
| 2021-04 | +2.72% | +52.68% | 0.73% | +2.88% | 1.15 | 7.42% | +80.16 | 10011.69 | 58.76% | 62.35% | 27.14% |
| 2021-03 | +1.73% | +48.64% | 0.73% | +2.76% | 1.07 | 7.38% | +187.85 | 9673.54 | 57.48% | 61.13% | 31.41% |
| 2021-02 | +0.65% | +46.11% | 0.73% | +3.00% | 1.04 | 7.41% | +171.30 | 9327.85 | 60.49% | 64.92% | 32.87% |
| 2021-01 | +1.27% | +45.17% | 0.73% | +2.52% | 1.01 | 7.44% | +186.64 | 9105.15 | 61.87% | 66.72% | 31.18% |
| 2020-12 | +2.31% | +43.35% | 0.72% | +2.40% | 0.93 | 7.59% | +343.39 | 8811.87 | 59.14% | 59.88% | 29.23% |
| 2020-11 | +4.17% | +40.11% | 0.72% | — | — | — | +280.16 | 8278.38 | 51.18% | 52.37% | 30.29% |
| 2020-10 | -0.15% | +34.50% | 0.72% | — | — | — | +161.23 | 7681.27 | 54.01% | 56.55% | 29.66% |
| 2020-09 | -1.43% | +34.71% | 0.72% | — | — | — | +191.61 | 7537.77 | 53.87% | 57.64% | 30.67% |
| 2020-08 | +2.98% | +36.66% | 0.72% | — | — | — | +250.11 | 7457.35 | 51.15% | 57.84% | 31.59% |
| 2020-07 | +3.07% | +32.71% | 0.72% | — | — | — | +136.75 | 7000.28 | 47.49% | 53.93% | 30.39% |
| 2020-06 | +0.58% | +28.75% | 0.72% | — | — | — | +175.42 | 6662.11 | 42.70% | 50.80% | 29.35% |
| 2020-05 | +1.85% | +28.01% | 0.72% | — | — | — | +147.67 | 6454.05 | 40.03% | 44.02% | 26.09% |
| 2020-04 | +5.59% | +25.68% | 0.72% | — | — | — | +89.36 | 6194.06 | 41.78% | 46.15% | 23.47% |
| 2020-03 | -10.04% | +19.03% | 0.72% | — | — | — | +15.20 | 5784.02 | 46.04% | 47.50% | 16.44% |
| 2020-02 | -2.95% | +32.32% | 0.72% | — | — | — | +222.34 | 6415.74 | 46.71% | 39.97% | 15.85% |
| 2020-01 | +0.80% | +36.34% | 0.72% | — | — | — | +226.90 | 6393.10 | 48.66% | 40.13% | 18.07% |
| 2019-12 | +0.99% | +35.26% | 0.73% | — | — | — | +257.52 | 6121.49 | 50.18% | 40.99% | 17.03% |
| 2019-11 | +1.51% | +33.93% | 0.73% | — | — | — | +166.83 | 5809.22 | 52.59% | 42.31% | 16.47% |
| 2019-10 | +1.33% | +31.94% | 0.73% | — | — | — | +85.87 | 5560.63 | 50.44% | 40.58% | 16.71% |
| 2019-09 | +1.57% | +30.21% | 0.73% | — | — | — | +146.20 | 5405.53 | 51.62% | 40.69% | 15.00% |
| 2019-08 | -0.49% | +28.19% | 0.73% | — | — | — | +137.97 | 5180.20 | 54.64% | 43.03% | 15.60% |
| 2019-07 | +1.41% | +28.82% | 0.73% | — | — | — | +139.70 | 5069.89 | 50.61% | 39.72% | 15.28% |
| 2019-06 | +2.25% | +27.03% | 0.73% | — | — | — | +134.73 | 4863.92 | 50.95% | 39.56% | 13.82% |
| 2019-05 | -1.73% | +24.24% | 0.73% | — | — | — | +138.61 | 4626.88 | 39.98% | 26.45% | 14.03% |
| 2019-04 | +2.37% | +26.42% | 0.73% | — | — | — | +91.61 | 4570.17 | 47.30% | 32.58% | 14.04% |
| 2019-03 | +0.83% | +23.50% | 0.73% | — | — | — | +99.95 | 4376.91 | 50.34% | 36.62% | 14.57% |
| 2019-02 | +1.72% | +22.48% | 0.73% | — | — | — | +51.59 | 4243.76 | 50.14% | 34.55% | 14.38% |
| 2019-01 | +4.49% | +20.41% | 0.73% | — | — | — | +33.35 | 4123.27 | 48.78% | 32.20% | 16.01% |
| 2018-12 | -3.24% | +15.24% | 0.76% | — | — | — | +84.90 | 3916.54 | 48.95% | 35.37% | 18.62% |
| 2018-11 | +0.03% | +19.09% | 0.76% | — | — | — | +121.84 | 3963.28 | 47.24% | 29.85% | 20.94% |
| 2018-10 | -2.91% | +19.06% | 0.76% | — | — | — | +111.53 | 3842.98 | 49.70% | 34.10% | 20.04% |
| 2018-09 | -0.18% | +22.63% | 0.76% | — | — | — | +83.71 | 3845.87 | 49.10% | 34.66% | 16.20% |
| 2018-08 | +1.65% | +22.85% | 0.76% | — | — | — | +154.15 | 3770.87 | 47.01% | 33.45% | 16.80% |
| 2018-07 | +1.28% | +20.85% | 0.76% | — | — | — | +181.12 | 3558.92 | 46.22% | 31.95% | 18.06% |
| 2018-06 | -0.55% | +19.33% | 0.76% | — | — | — | +137.47 | 3335.76 | 41.72% | 27.67% | 16.35% |
| 2018-05 | +1.16% | +19.99% | 0.76% | — | — | — | +99.62 | 3218.97 | 47.60% | 32.95% | 15.51% |
| 2018-04 | +0.80% | +18.61% | 0.76% | — | — | — | +60.85 | 3085.54 | 46.76% | 32.77% | 15.25% |
| 2018-03 | -0.86% | +17.67% | 0.76% | — | — | — | +106.36 | 3001.37 | 44.69% | 29.65% | 13.41% |
| 2018-02 | -0.96% | +18.69% | 0.76% | — | — | — | +127.98 | 2922.22 | 43.61% | 28.05% | 11.09% |
| 2018-01 | +1.34% | +19.84% | 0.76% | — | — | — | +205.34 | 2822.42 | 44.70% | 28.83% | 10.45% |
| 2017-12 | +1.46% | +18.26% | 0.78% | — | — | — | +141.31 | 2583.34 | 44.68% | 28.40% | 24.10% |
| 2017-11 | +0.88% | +16.55% | 0.78% | — | — | — | +106.35 | 2407.55 | 44.07% | 27.21% | 23.19% |
| 2017-10 | +1.45% | +15.54% | 0.78% | — | — | — | +83.16 | 2281.91 | 43.81% | 28.93% | 24.79% |
| 2017-09 | +0.44% | +13.89% | 0.78% | — | — | — | +87.59 | 2168.36 | 43.32% | 30.18% | 24.23% |
| 2017-08 | +0.99% | +13.39% | 0.78% | — | — | — | +138.94 | 2072.76 | 43.32% | 30.27% | 24.67% |
| 2017-07 | +1.59% | +12.28% | 0.78% | — | — | — | +130.05 | 1915.71 | 43.86% | 31.67% | 25.69% |
| 2017-06 | -0.40% | +10.52% | 0.78% | — | — | — | +84.28 | 1757.98 | 44.29% | 32.08% | 22.32% |
| 2017-05 | +1.47% | +10.96% | 0.78% | — | — | — | +75.95 | 1681.70 | 42.70% | 32.51% | 24.33% |
| 2017-04 | +1.20% | +9.36% | 0.78% | — | — | — | +72.05 | 1583.25 | 40.51% | 30.55% | 22.67% |
| 2017-03 | +1.23% | +8.06% | 0.78% | — | — | — | +44.95 | 1494.94 | 41.71% | 31.96% | 23.17% |
| 2017-02 | +1.20% | +6.75% | 0.78% | — | — | — | +46.86 | 1433.17 | 39.55% | 32.34% | 25.18% |
| 2017-01 | +0.26% | +5.48% | 0.78% | — | — | — | +40.41 | 1370.84 | 41.17% | 36.19% | 31.50% |
| 2016-12 | +1.21% | +5.21% | — | — | — | — | +42.19 | 1328.00 | 40.09% | 35.97% | 31.77% |
| 2016-11 | +0.51% | +3.95% | — | — | — | — | +24.54 | 1271.16 | 41.76% | 42.43% | 35.06% |
| 2016-10 | +0.74% | +3.42% | — | — | — | — | +18.25 | 1241.08 | 47.05% | 42.61% | 37.30% |
| 2016-09 | -0.64% | +2.66% | — | — | — | — | +18.23 | 1214.58 | 43.88% | 38.70% | 33.36% |
| 2016-08 | +0.45% | +3.32% | — | — | — | — | +10.05 | 1204.90 | 42.19% | 35.62% | 29.36% |
| 2016-07 | +2.52% | +2.86% | — | — | — | — | +8.36 | 1190.30 | 41.72% | 35.87% | 29.37% |
| 2016-06 | -0.66% | +0.33% | — | — | — | — | +3.27 | 1153.58 | 44.94% | 43.36% | 38.34% |
| 2016-05 | +0.84% | +1.00% | — | — | — | — | +6.75 | 1158.76 | 42.51% | 37.36% | 34.47% |
| 2016-04 | +1.47% | +0.16% | — | — | — | — | +3.55 | 1143.18 | 43.20% | 40.15% | 37.64% |
| 2016-03 | +2.47% | -1.29% | — | — | — | — | +9.72 | 1123.94 | 45.72% | 41.35% | 38.27% |
| 2016-02 | -0.96% | -3.67% | — | — | — | — | -1.42 | 1088.06 | 44.23% | 42.21% | 41.45% |
| 2016-01 | -2.74% | -2.74% | — | — | — | — | +4.38 | 1100.68 | 45.40% | 39.17% | 39.05% |
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.