חודשים בטווח
94
נתונים היסטוריים · קופות גמל להשקעה
אלטשולר שחם חיסכון פלוס הלכה
נתונים היסטוריים מלאים עבור אלטשולר שחם חיסכון פלוס הלכה, 94 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 12257 | שם קרן: אלטשולר שחם חיסכון פלוס הלכה | סיווג קרן: קופת גמל להשקעה | חברה שולטת: אלטשולר שחם פיננסים בע"מ | חברה מנהלת: אלטשולר שחם גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: הלכתי | תת התמחות: הלכה יהודית.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אלטשולר שחם חיסכון פלוס הלכה ישירות למייל.
תשואה חודשית אחרונה
+2.14%
תשואה מצטברת מההתחלה
+59.20%
| 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 | +2.14% | +59.20% | 0.70% | -2.04% | 0.66 | 6.84% | -2.77 | 138.44 | 52.11% | 44.91% | 20.01% |
| 2026-04 | +4.54% | +55.86% | 0.70% | -2.88% | 0.59 | 6.80% | -1.25 | 138.35 | 49.59% | 42.86% | 18.98% |
| 2026-03 | -3.32% | +49.09% | 0.70% | -3.12% | 0.42 | 6.58% | -1.89 | 133.62 | 47.16% | 37.51% | 15.11% |
| 2026-02 | -0.17% | +54.21% | 0.70% | -3.00% | 0.71 | 6.36% | -2.37 | 140.22 | 48.55% | 40.33% | 17.74% |
| 2026-01 | +1.86% | +54.48% | 0.70% | -2.64% | 0.75 | 6.36% | +1.41 | 142.90 | 46.70% | 40.73% | 17.82% |
| 2025-12 | -0.03% | +51.65% | 0.72% | -2.76% | 0.69 | 6.33% | +0.23 | 138.99 | 47.42% | 39.97% | 17.36% |
| 2025-11 | +0.44% | +51.70% | 0.72% | -2.52% | 0.74 | 6.34% | -1.99 | 138.88 | 45.05% | 40.31% | 19.25% |
| 2025-10 | +1.34% | +51.04% | 0.72% | -2.28% | 0.79 | 6.45% | -0.28 | 140.37 | 43.49% | 40.54% | 19.88% |
| 2025-09 | +2.42% | +49.04% | 0.72% | -2.52% | 0.74 | 6.45% | +0.36 | 138.87 | 48.50% | 47.05% | 21.29% |
| 2025-08 | +1.26% | +45.52% | 0.72% | -2.52% | 0.61 | 6.44% | -0.64 | 135.30 | 47.31% | 47.44% | 17.88% |
| 2025-07 | +0.70% | +43.71% | 0.72% | -2.64% | 0.60 | 6.48% | -2.34 | 134.33 | 44.39% | 67.65% | 20.75% |
| 2025-06 | +2.87% | +42.71% | 0.72% | -2.76% | 0.62 | 6.53% | -2.09 | 135.81 | 48.87% | 55.99% | 17.04% |
| 2025-05 | +2.76% | +38.73% | 0.72% | -1.92% | 0.51 | 6.44% | -1.00 | 134.16 | 44.83% | 49.97% | 23.62% |
| 2025-04 | +0.51% | +35.00% | 0.72% | -1.68% | 0.42 | 6.40% | -1.35 | 131.61 | 43.67% | 43.98% | 19.22% |
| 2025-03 | -0.91% | +34.31% | 0.72% | -1.56% | 0.49 | 6.76% | +0.03 | 132.40 | 44.89% | 42.76% | 17.84% |
| 2025-02 | -1.01% | +35.55% | 0.72% | -1.56% | 0.39 | 7.85% | +0.71 | 133.66 | 43.52% | 52.72% | 21.58% |
| 2025-01 | +1.04% | +36.93% | 0.72% | -0.72% | 0.43 | 7.91% | +3.37 | 134.39 | 43.36% | 52.73% | 23.04% |
| 2024-12 | -0.30% | +35.52% | 0.73% | -0.84% | 0.41 | 7.91% | +0.71 | 129.75 | 44.56% | 54.58% | 22.47% |
| 2024-11 | +1.33% | +35.93% | 0.73% | -0.48% | 0.46 | 7.90% | +0.76 | 129.51 | 48.41% | 56.31% | 22.47% |
| 2024-10 | -0.30% | +34.15% | 0.73% | -0.24% | 0.44 | 7.90% | +0.68 | 127.15 | 46.21% | 49.36% | 22.60% |
| 2024-09 | +2.03% | +34.55% | 0.73% | -0.36% | 0.49 | 7.90% | -0.74 | 126.90 | 47.41% | 50.76% | 24.33% |
| 2024-08 | +0.62% | +31.87% | 0.73% | — | 0.42 | 7.88% | -1.08 | 125.16 | 49.11% | 52.08% | 23.90% |
| 2024-07 | +0.71% | +31.06% | 0.73% | -0.36% | 0.42 | 7.89% | -3.32 | 125.54 | 50.62% | 47.18% | 22.65% |
| 2024-06 | +1.45% | +30.14% | 0.73% | +0.24% | 0.43 | 7.90% | +0.09 | 128.03 | 51.72% | 54.74% | 25.43% |
| 2024-05 | +2.33% | +28.28% | 0.73% | +0.00% | 0.40 | 7.91% | -0.80 | 126.19 | 52.67% | 62.26% | 24.62% |
| 2024-04 | -1.23% | +25.35% | 0.73% | -0.36% | 0.30 | 7.91% | -1.08 | 124.17 | 47.52% | 52.66% | 23.19% |
| 2024-03 | +2.51% | +26.92% | 0.73% | -0.48% | 0.40 | 7.91% | -1.58 | 126.86 | 50.16% | 53.44% | 26.20% |
| 2024-02 | +1.80% | +23.81% | 0.73% | -0.48% | 0.32 | 7.85% | -0.87 | 125.41 | 50.85% | 56.26% | 25.62% |
| 2024-01 | +0.16% | +21.62% | 0.73% | -0.24% | 0.28 | 7.84% | +0.09 | 124.13 | 49.50% | 59.08% | 24.97% |
| 2023-12 | +2.42% | +21.42% | 0.74% | -0.36% | 0.33 | 7.95% | -0.58 | 123.91 | 50.65% | 61.23% | 25.46% |
| 2023-11 | +2.92% | +18.56% | 0.74% | +0.00% | 0.22 | 7.96% | -0.51 | 121.64 | 47.94% | 60.65% | 24.29% |
| 2023-10 | -1.72% | +15.19% | 0.74% | -0.12% | 0.11 | 7.88% | -1.28 | 118.75 | 45.36% | 64.27% | 20.48% |
| 2023-09 | -1.42% | +17.21% | 0.74% | -0.36% | 0.18 | 7.89% | -1.41 | 122.19 | 42.81% | 58.34% | 20.67% |
| 2023-08 | -0.36% | +18.90% | 0.74% | -0.60% | 0.27 | 7.85% | -1.30 | 125.44 | 43.18% | 57.21% | 22.34% |
| 2023-07 | +2.52% | +19.33% | 0.74% | -0.48% | 0.31 | 7.85% | -1.93 | 127.29 | 43.04% | 55.15% | 21.16% |
| 2023-06 | +1.70% | +16.39% | 0.74% | — | — | — | -1.26 | 126.13 | 45.28% | 57.14% | 21.66% |
| 2023-05 | +0.51% | +14.45% | 0.74% | — | — | — | -0.62 | 125.33 | 43.69% | 53.20% | 23.43% |
| 2023-04 | +1.57% | +13.87% | 0.74% | — | — | — | -0.97 | 125.40 | 46.82% | 49.63% | 23.60% |
| 2023-03 | +0.56% | +12.11% | 0.74% | — | — | — | -2.41 | 124.50 | 41.86% | 44.81% | 22.07% |
| 2023-02 | -0.80% | +11.48% | 0.74% | — | — | — | -2.06 | 126.30 | 46.86% | 51.20% | 21.44% |
| 2023-01 | +2.28% | +12.38% | 0.74% | — | — | — | -3.68 | 129.44 | 47.33% | 49.40% | 25.90% |
| 2022-12 | -1.97% | +9.88% | 0.72% | — | — | — | -2.94 | 130.28 | 43.44% | 44.34% | 20.55% |
| 2022-11 | +1.94% | +12.08% | 0.72% | — | — | — | -3.07 | 135.96 | 44.33% | 44.91% | 18.87% |
| 2022-10 | +2.13% | +9.95% | 0.72% | — | — | — | -3.38 | 136.51 | 45.27% | 45.22% | 13.17% |
| 2022-09 | -4.31% | +7.66% | 0.72% | — | — | — | -2.35 | 137.10 | 44.96% | 45.55% | 12.04% |
| 2022-08 | -1.88% | +12.51% | 0.72% | — | — | — | -2.03 | 145.73 | 48.04% | 46.68% | 13.81% |
| 2022-07 | +4.58% | +14.66% | 0.72% | — | — | — | -4.37 | 150.64 | 51.05% | 53.31% | 19.24% |
| 2022-06 | -4.51% | +9.64% | 0.72% | — | — | — | -7.97 | 148.43 | 58.27% | 61.56% | 18.97% |
| 2022-05 | -2.34% | +14.82% | 0.72% | — | — | — | -1.92 | 163.88 | 57.60% | 61.58% | 21.15% |
| 2022-04 | -2.90% | +17.57% | 0.72% | — | — | — | -1.42 | 169.92 | 55.46% | 60.13% | 21.92% |
| 2022-03 | +0.79% | +21.08% | 0.72% | — | — | — | -2.12 | 176.50 | 49.76% | 53.28% | 22.30% |
| 2022-02 | -1.40% | +20.13% | 0.72% | — | — | — | +1.37 | 177.35 | 54.70% | 57.50% | 20.16% |
| 2022-01 | -2.56% | +21.84% | 0.72% | — | — | — | +8.54 | 178.60 | 55.80% | 58.68% | 16.31% |
| 2021-12 | +1.11% | +25.04% | 0.74% | — | — | — | +4.61 | 174.74 | 50.61% | 52.43% | 14.79% |
| 2021-11 | -0.15% | +23.67% | 0.74% | — | — | — | +1.84 | 168.31 | 50.24% | 52.72% | 14.50% |
| 2021-10 | +2.65% | +23.85% | 0.74% | — | — | — | +4.42 | 166.83 | 45.54% | 49.06% | 16.00% |
| 2021-09 | -1.91% | +20.66% | 0.74% | — | — | — | +4.66 | 158.27 | 45.59% | 47.20% | 15.16% |
| 2021-08 | +0.72% | +23.00% | 0.74% | — | — | — | +3.84 | 157.18 | 45.44% | 46.69% | 17.32% |
| 2021-07 | +0.05% | +22.13% | 0.74% | — | — | — | +7.93 | 152.32 | 43.40% | 44.79% | 17.82% |
| 2021-06 | +0.63% | +22.06% | 0.74% | — | — | — | +8.95 | 144.42 | 45.65% | 48.19% | 19.21% |
| 2021-05 | +0.67% | +21.30% | 0.74% | — | — | — | +7.02 | 134.68 | 47.25% | 51.00% | 21.88% |
| 2021-04 | +2.04% | +20.49% | 0.74% | — | — | — | +6.18 | 126.84 | 46.05% | 49.71% | 21.43% |
| 2021-03 | +1.18% | +18.08% | 0.74% | — | — | — | +6.97 | 118.29 | 44.86% | 48.65% | 23.66% |
| 2021-02 | +0.31% | +16.71% | 0.74% | — | — | — | +7.94 | 110.05 | 46.02% | 50.16% | 24.27% |
| 2021-01 | +0.96% | +16.35% | 0.74% | — | — | — | +12.38 | 101.97 | 47.29% | 52.34% | 23.80% |
| 2020-12 | +1.54% | +15.24% | 0.72% | — | — | — | +9.59 | 88.81 | 45.33% | 47.10% | 21.04% |
| 2020-11 | +3.04% | +13.49% | 0.72% | — | — | — | +6.62 | 78.00 | 38.12% | 41.29% | 23.53% |
| 2020-10 | -0.39% | +10.14% | 0.72% | — | — | — | +3.30 | 69.28 | 40.95% | 44.80% | 24.42% |
| 2020-09 | -1.35% | +10.58% | 0.72% | — | — | — | +2.05 | 66.32 | 41.12% | 45.72% | 25.80% |
| 2020-08 | +2.21% | +12.09% | 0.72% | — | — | — | +4.98 | 65.19 | 38.13% | 45.71% | 27.07% |
| 2020-07 | +2.21% | +9.66% | 0.72% | — | — | — | +2.10 | 58.91 | 35.58% | 42.28% | 26.21% |
| 2020-06 | +0.71% | +7.29% | 0.72% | — | — | — | +3.62 | 55.61 | 32.30% | 39.40% | 23.63% |
| 2020-05 | +2.11% | +6.54% | 0.72% | — | — | — | +4.45 | 51.65 | 29.72% | 35.61% | 20.83% |
| 2020-04 | +5.33% | +4.34% | 0.72% | — | — | — | +2.04 | 46.18 | 31.07% | 39.87% | 19.40% |
| 2020-03 | -8.50% | -0.94% | 0.72% | — | — | — | -0.62 | 41.90 | 34.70% | 39.81% | 13.37% |
| 2020-02 | -2.16% | +8.26% | 0.72% | — | — | — | +6.95 | 46.53 | 33.74% | 32.43% | 10.19% |
| 2020-01 | +0.61% | +10.65% | 0.72% | — | — | — | +6.55 | 40.66 | 35.46% | 32.22% | 12.84% |
| 2019-12 | +0.91% | +9.98% | — | — | — | — | +8.28 | 33.95 | 35.79% | 32.11% | 12.49% |
| 2019-11 | +1.21% | +8.99% | — | — | — | — | +3.55 | 25.41 | 36.95% | 33.14% | 11.65% |
| 2019-10 | +1.19% | +7.68% | — | — | — | — | +1.14 | 21.59 | 40.99% | 36.31% | 11.58% |
| 2019-09 | +1.20% | +6.42% | — | — | — | — | +2.09 | 20.21 | 41.66% | 36.86% | 10.59% |
| 2019-08 | -0.58% | +5.15% | — | — | — | — | +2.34 | 17.91 | 40.20% | 34.79% | 10.22% |
| 2019-07 | +1.31% | +5.77% | — | — | — | — | +1.70 | 15.67 | 38.10% | 30.57% | 11.55% |
| 2019-06 | +1.86% | +4.40% | — | — | — | — | +1.21 | 13.80 | 37.97% | 29.13% | 10.72% |
| 2019-05 | -1.64% | +2.49% | — | — | — | — | +1.07 | 12.36 | 28.64% | 16.26% | 11.57% |
| 2019-04 | +1.88% | +4.20% | — | — | — | — | +1.17 | 11.50 | 34.96% | 21.83% | 12.43% |
| 2019-03 | +0.80% | +2.28% | — | — | — | — | +0.89 | 10.13 | 39.09% | 25.67% | 13.43% |
| 2019-02 | +1.43% | +1.47% | — | — | — | — | +0.73 | 9.17 | 36.97% | 27.70% | 11.89% |
| 2019-01 | +3.26% | +0.04% | — | — | — | — | +1.34 | 8.32 | 35.70% | 22.00% | 12.74% |
| 2018-12 | -1.99% | -3.12% | — | — | — | — | +1.63 | 6.73 | 30.76% | 26.89% | 15.60% |
| 2018-11 | -0.06% | -1.15% | — | — | — | — | +1.12 | 5.23 | 31.93% | 27.53% | 18.55% |
| 2018-10 | -1.87% | -1.09% | — | — | — | — | +2.09 | 4.11 | 29.44% | 23.84% | 21.17% |
| 2018-09 | +0.02% | +0.79% | — | — | — | — | +0.91 | 2.08 | 20.19% | 14.42% | 13.46% |
| 2018-08 | +0.77% | +0.77% | — | — | — | — | +0.89 | 1.16 | 18.97% | 13.79% | 12.07% |
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.