חודשים בטווח
120
אלטשולר שחם פנסיה כללית למקבלי קצבה קיימים
נתונים היסטוריים מלאים עבור אלטשולר שחם פנסיה כללית למקבלי קצבה קיימים, 120 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 8580 | שם קרן: אלטשולר שחם פנסיה כללית למקבלי קצבה קיימים | סיווג קרן: קרנות כלליות | 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 כללית למקבלי קצבה קיימים ישירות למייל.
תשואה חודשית אחרונה
+1.59%
תשואה מצטברת מההתחלה
+30.81%
| 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 | +1.59% | +30.81% | 0.18% | -0.84% | -0.03 | 6.79% | +0.00 | 0.30 | 20.00% | 30.00% | 10.00% |
| 2026-04 | +2.38% | +28.77% | 0.18% | -0.84% | -0.08 | 6.75% | +0.00 | 0.26 | 26.92% | 34.62% | 15.38% |
| 2026-03 | -2.10% | +25.77% | 0.18% | -0.96% | -0.20 | 6.69% | +0.00 | 0.25 | 24.00% | 32.00% | 12.00% |
| 2026-02 | +0.17% | +28.47% | 0.18% | -0.84% | -0.04 | 6.65% | +0.00 | 0.25 | 24.00% | 32.00% | 12.00% |
| 2026-01 | +1.01% | +28.25% | 0.18% | -0.96% | -0.07 | 6.72% | +0.00 | 0.25 | 24.00% | 32.00% | 12.00% |
| 2025-12 | -0.22% | +26.97% | 0.20% | -1.08% | -0.10 | 6.72% | +0.00 | 0.25 | 24.00% | 32.00% | 12.00% |
| 2025-11 | +0.20% | +27.25% | 0.20% | -0.96% | -0.05 | 6.72% | +0.00 | 0.25 | 24.00% | 32.00% | 12.00% |
| 2025-10 | +1.33% | +27.00% | 0.20% | -0.96% | 0.00 | 6.79% | +0.00 | 0.25 | 24.00% | 36.00% | 16.00% |
| 2025-09 | +1.21% | +25.33% | 0.20% | -1.08% | -0.07 | 6.79% | +0.00 | 0.25 | 28.00% | 40.00% | 16.00% |
| 2025-08 | +0.54% | +23.83% | 0.20% | -1.08% | -0.15 | 6.89% | +0.00 | 0.25 | 12.00% | 12.00% | 4.00% |
| 2025-07 | +0.68% | +23.17% | 0.20% | -0.96% | -0.13 | 6.93% | +0.00 | 0.22 | 13.64% | 9.09% | 4.55% |
| 2025-06 | +3.51% | +22.33% | 0.20% | -1.08% | -0.16 | 6.93% | +0.00 | 0.22 | 13.64% | 13.64% | 4.55% |
| 2025-05 | -0.02% | +18.19% | 0.20% | -0.84% | -0.32 | 6.75% | +0.00 | 0.22 | 13.64% | 13.64% | 4.55% |
| 2025-04 | +0.92% | +18.21% | 0.20% | -0.96% | -0.27 | 6.82% | +0.00 | 0.22 | 13.64% | 9.09% | 4.55% |
| 2025-03 | -1.89% | +17.13% | 0.20% | -0.72% | -0.25 | 6.96% | +0.00 | 0.22 | 13.64% | 9.09% | 4.55% |
| 2025-02 | +0.23% | +19.39% | 0.20% | -0.72% | -0.24 | 7.69% | +0.00 | 0.22 | 13.64% | 13.64% | 4.55% |
| 2025-01 | +0.26% | +19.11% | 0.20% | +0.00% | -0.20 | 7.79% | +0.00 | 0.22 | 13.64% | 13.64% | 4.55% |
| 2024-12 | +0.61% | +18.81% | 0.20% | -0.12% | -0.18 | 7.79% | +0.00 | 0.22 | 13.64% | 13.64% | 4.55% |
| 2024-11 | +1.87% | +18.08% | 0.20% | +0.00% | -0.18 | 7.83% | +0.00 | 0.22 | 13.64% | 13.64% | 4.55% |
| 2024-10 | +0.17% | +15.92% | 0.20% | +0.12% | -0.25 | 7.79% | +0.00 | 0.22 | 13.64% | 13.64% | 4.55% |
| 2024-09 | +0.38% | +15.72% | 0.20% | +0.12% | -0.22 | 7.79% | +0.00 | 0.22 | 13.64% | 13.64% | 4.55% |
| 2024-08 | +2.04% | +15.28% | 0.20% | — | -0.29 | 7.83% | +0.00 | 0.23 | 13.04% | 13.04% | 4.35% |
| 2024-07 | +1.21% | +12.98% | 0.20% | +0.24% | -0.26 | 7.79% | +0.00 | 0.23 | 13.04% | 13.04% | 4.35% |
| 2024-06 | +0.08% | +11.63% | 0.20% | +0.48% | -0.27 | 7.90% | +0.00 | 0.23 | 13.04% | 13.04% | 4.35% |
| 2024-05 | -0.83% | +11.54% | 0.20% | +0.36% | -0.23 | 7.93% | +0.01 | 0.23 | 13.04% | 13.04% | 4.35% |
| 2024-04 | -1.59% | +12.47% | 0.20% | +0.24% | -0.19 | 7.93% | +0.00 | 0.23 | 13.04% | 13.04% | 4.35% |
| 2024-03 | +0.11% | +14.29% | 0.20% | +0.24% | -0.09 | 7.90% | -0.01 | 0.23 | 13.04% | 13.04% | 4.35% |
| 2024-02 | +1.19% | +14.16% | 0.20% | +0.12% | -0.06 | 7.93% | +0.00 | 0.23 | 13.04% | 13.04% | 4.35% |
| 2024-01 | -0.92% | +12.82% | 0.20% | +0.12% | -0.08 | 7.93% | -0.01 | 0.24 | 12.50% | 12.50% | 4.17% |
| 2023-12 | +2.14% | +13.87% | 0.21% | +0.12% | 0.00 | 7.97% | -0.01 | 0.24 | 16.67% | 12.50% | 4.17% |
| 2023-11 | +5.03% | +11.48% | 0.21% | -0.12% | -0.09 | 7.93% | +0.00 | 0.24 | 16.67% | 12.50% | 4.17% |
| 2023-10 | -5.58% | +6.14% | 0.21% | -0.12% | -0.31 | 7.66% | +0.01 | 0.24 | 12.50% | 12.50% | 4.17% |
| 2023-09 | -2.28% | +12.42% | 0.21% | -0.24% | -0.08 | 7.24% | +0.00 | 0.25 | 12.00% | 12.00% | 4.00% |
| 2023-08 | -0.61% | +15.04% | 0.21% | -0.36% | 0.04 | 7.14% | +0.00 | 0.25 | 16.00% | 12.00% | 4.00% |
| 2023-07 | +0.17% | +15.74% | 0.21% | -0.24% | 0.11 | 7.14% | +0.00 | 0.25 | 16.00% | 12.00% | 4.00% |
| 2023-06 | +1.36% | +15.55% | 0.21% | -0.24% | 0.13 | 7.14% | -0.01 | 0.25 | 16.00% | 12.00% | 4.00% |
| 2023-05 | +1.62% | +14.00% | 0.21% | -0.36% | 0.07 | 7.14% | +0.00 | 0.25 | 16.00% | 12.00% | 4.00% |
| 2023-04 | -0.88% | +12.18% | 0.21% | -0.36% | 0.02 | 7.10% | -0.01 | 0.25 | 16.00% | 12.00% | 4.00% |
| 2023-03 | +1.52% | +13.18% | 0.21% | -0.48% | 0.07 | 7.10% | +0.00 | 0.26 | 15.38% | 11.54% | 3.85% |
| 2023-02 | -3.29% | +11.48% | 0.21% | -0.60% | 0.02 | 7.07% | -0.02 | 0.26 | 15.38% | 11.54% | 3.85% |
| 2023-01 | +2.97% | +15.27% | 0.21% | -0.60% | 0.17 | 6.96% | +0.02 | 0.27 | 14.81% | 14.81% | 7.41% |
| 2022-12 | -2.71% | +11.95% | 0.26% | -0.60% | 0.07 | 6.86% | -0.02 | 0.28 | 14.29% | 10.71% | 3.57% |
| 2022-11 | +0.79% | +15.07% | 0.26% | -0.60% | 0.23 | 6.72% | -0.01 | 0.27 | 14.81% | 11.11% | 7.41% |
| 2022-10 | +1.51% | +14.17% | 0.26% | -0.84% | 0.21 | 6.72% | +0.01 | 0.28 | 14.29% | 10.71% | 3.57% |
| 2022-09 | -2.98% | +12.47% | 0.26% | -0.84% | 0.15 | 6.72% | +0.00 | 0.28 | 14.29% | 10.71% | 3.57% |
| 2022-08 | -2.42% | +15.92% | 0.26% | -0.84% | 0.31 | 6.55% | -0.01 | 0.28 | 14.29% | 10.71% | 3.57% |
| 2022-07 | +2.10% | +18.80% | 0.26% | -0.84% | 0.46 | 6.44% | +0.00 | 0.29 | 10.34% | 10.34% | 3.45% |
| 2022-06 | -0.08% | +16.35% | 0.26% | -0.96% | 0.39 | 6.41% | +0.00 | 0.29 | 10.34% | 10.34% | 3.45% |
| 2022-05 | -3.44% | +16.45% | 0.26% | -0.84% | 0.38 | 6.44% | +0.00 | 0.29 | 10.34% | 10.34% | 6.90% |
| 2022-04 | -1.52% | +20.60% | 0.26% | -1.08% | 0.59 | 6.20% | +0.00 | 0.30 | 13.33% | 10.00% | 6.67% |
| 2022-03 | +0.65% | +22.46% | 0.26% | -0.96% | 0.71 | 6.17% | +0.01 | 0.30 | 10.00% | 10.00% | 6.67% |
| 2022-02 | -3.99% | +21.67% | 0.26% | -0.84% | 0.69 | 6.17% | +0.01 | 0.30 | 10.00% | 10.00% | 6.67% |
| 2022-01 | -2.22% | +26.72% | 0.26% | -0.84% | 0.97 | 5.85% | +0.00 | 0.30 | 10.00% | 10.00% | 6.67% |
| 2021-12 | -0.64% | +29.60% | 0.43% | -0.84% | 1.12 | 5.75% | +0.00 | 0.30 | 10.00% | 10.00% | 3.33% |
| 2021-11 | +2.45% | +30.43% | 0.43% | -0.84% | 1.17 | 5.75% | -0.01 | 0.31 | 9.68% | 9.68% | 3.23% |
| 2021-10 | +2.94% | +27.31% | 0.43% | -0.84% | 1.02 | 5.79% | +0.00 | 0.30 | 10.00% | 10.00% | 3.33% |
| 2021-09 | -0.42% | +23.68% | 0.43% | -0.96% | 0.88 | 5.68% | +0.00 | 0.30 | 10.00% | 10.00% | 6.67% |
| 2021-08 | +1.62% | +24.20% | 0.43% | -0.84% | 0.90 | 5.72% | +0.00 | 0.30 | 10.00% | 10.00% | 6.67% |
| 2021-07 | +1.21% | +22.22% | 0.43% | -0.84% | 0.81 | 5.68% | +0.00 | 0.30 | 10.00% | 6.67% | 3.33% |
| 2021-06 | +0.65% | +20.76% | 0.43% | -0.84% | 0.76 | 5.68% | -0.01 | 0.30 | 10.00% | 10.00% | 3.33% |
| 2021-05 | +0.87% | +19.98% | 0.43% | -0.96% | 0.73 | 5.68% | +0.01 | 0.30 | 10.00% | 10.00% | 3.33% |
| 2021-04 | +0.19% | +18.94% | 0.43% | — | — | — | -0.01 | 0.31 | 9.68% | 9.68% | 3.23% |
| 2021-03 | +1.55% | +18.72% | 0.43% | — | — | — | +0.01 | 0.31 | 9.68% | 9.68% | 6.45% |
| 2021-02 | -2.11% | +16.91% | 0.43% | — | — | — | -0.01 | 0.31 | 9.68% | 9.68% | 3.23% |
| 2021-01 | +0.69% | +19.43% | 0.43% | — | — | — | +0.00 | 0.31 | 9.68% | 9.68% | 6.45% |
| 2020-12 | +1.14% | +18.61% | 0.58% | — | — | — | -0.01 | 0.31 | 9.68% | 6.45% | 6.45% |
| 2020-11 | +2.28% | +17.27% | 0.58% | — | — | — | +0.00 | 0.31 | 9.68% | 9.68% | 6.45% |
| 2020-10 | -0.61% | +14.66% | 0.58% | — | — | — | +0.02 | 0.31 | 9.68% | 6.45% | 3.23% |
| 2020-09 | -2.71% | +15.36% | 0.58% | — | — | — | -0.01 | 0.32 | 9.38% | 6.25% | 3.12% |
| 2020-08 | +1.95% | +18.57% | 0.58% | — | — | — | +0.00 | 0.30 | 10.00% | 10.00% | 3.33% |
| 2020-07 | -0.24% | +16.31% | 0.58% | — | — | — | +0.00 | 0.30 | 10.00% | 6.67% | 3.33% |
| 2020-06 | +0.58% | +16.59% | 0.58% | — | — | — | -0.01 | 0.30 | 6.67% | 6.67% | 3.33% |
| 2020-05 | +1.99% | +15.91% | 0.58% | — | — | — | -0.01 | 0.31 | 9.68% | 6.45% | 3.23% |
| 2020-04 | +3.37% | +13.65% | 0.58% | — | — | — | +0.02 | 0.31 | 9.68% | 6.45% | 3.23% |
| 2020-03 | -7.47% | +9.95% | 0.58% | — | — | — | -0.01 | 0.31 | 9.68% | 6.45% | 0.00% |
| 2020-02 | +2.83% | +18.82% | 0.58% | — | — | — | -0.01 | 0.31 | 9.68% | 6.45% | 3.23% |
| 2020-01 | +1.11% | +15.55% | 0.58% | — | — | — | +0.00 | 0.31 | 9.68% | 6.45% | 3.23% |
| 2019-12 | +1.11% | +14.28% | 0.75% | — | — | — | +0.03 | 0.31 | 9.68% | 6.45% | 3.23% |
| 2019-11 | -0.04% | +13.03% | 0.75% | — | — | — | -0.01 | 0.31 | 9.68% | 6.45% | 3.23% |
| 2019-10 | +1.65% | +13.08% | 0.75% | — | — | — | +0.00 | 0.28 | 10.71% | 7.14% | 3.57% |
| 2019-09 | +1.07% | +11.24% | 0.75% | — | — | — | -0.01 | 0.28 | 14.29% | 7.14% | 3.57% |
| 2019-08 | +1.77% | +10.06% | 0.75% | — | — | — | -0.01 | 0.29 | 13.79% | 6.90% | 3.45% |
| 2019-07 | +2.82% | +8.15% | 0.75% | — | — | — | -0.01 | 0.29 | 13.79% | 6.90% | 3.45% |
| 2019-06 | +2.03% | +5.18% | 0.75% | — | — | — | +0.00 | 0.29 | 13.79% | 6.90% | 3.45% |
| 2019-05 | -0.37% | +3.09% | 0.75% | — | — | — | +0.01 | 0.29 | 13.79% | 6.90% | 3.45% |
| 2019-04 | +1.38% | +3.47% | 0.75% | — | — | — | -0.01 | 0.29 | 13.79% | 6.90% | 3.45% |
| 2019-03 | +1.59% | +2.06% | 0.75% | — | — | — | -0.01 | 0.28 | 14.29% | 7.14% | 3.57% |
| 2019-02 | +0.89% | +0.47% | 0.75% | — | — | — | -0.01 | 0.28 | 14.29% | 7.14% | 3.57% |
| 2019-01 | +2.35% | -0.42% | 0.75% | — | — | — | +0.00 | 0.29 | 13.79% | 6.90% | 3.45% |
| 2018-12 | -1.03% | -2.71% | 0.85% | — | — | — | +0.00 | 0.29 | 17.24% | 10.34% | 10.34% |
| 2018-11 | -0.89% | -1.69% | 0.85% | — | — | — | +0.00 | 0.30 | 20.00% | 10.00% | 10.00% |
| 2018-10 | -1.34% | -0.81% | 0.85% | — | — | — | +0.00 | 0.20 | 25.00% | 15.00% | 10.00% |
| 2018-09 | -0.30% | +0.54% | 0.85% | — | — | — | +0.00 | 0.45 | 11.11% | 6.67% | 4.44% |
| 2018-08 | +1.15% | +0.84% | 0.85% | — | — | — | +0.00 | 0.45 | 11.11% | 6.67% | 4.44% |
| 2018-07 | +0.81% | -0.31% | 0.85% | — | — | — | +0.00 | 0.28 | 17.86% | 10.71% | 10.71% |
| 2018-06 | -0.87% | -1.11% | 0.85% | — | — | — | +0.00 | 0.28 | 14.29% | 7.14% | 3.57% |
| 2018-05 | +0.14% | -0.24% | 0.85% | — | — | — | +0.00 | 0.28 | 17.86% | 10.71% | 3.57% |
| 2018-04 | +0.05% | -0.38% | 0.85% | — | — | — | +0.00 | 0.38 | 13.16% | 7.89% | 0.00% |
| 2018-03 | +0.40% | -0.43% | 0.85% | — | — | — | +0.00 | 0.38 | 10.53% | 7.89% | 2.63% |
| 2018-02 | -1.65% | -0.83% | 0.85% | — | — | — | +0.00 | 0.33 | 12.12% | 6.06% | 3.03% |
| 2018-01 | +1.44% | +0.84% | 0.85% | — | — | — | +0.00 | 0.33 | 12.12% | 6.06% | 3.03% |
| 2017-12 | +0.71% | -0.59% | 0.87% | — | — | — | +0.00 | 0.33 | 9.09% | 6.06% | 3.03% |
| 2017-11 | +0.30% | -1.30% | 0.87% | — | — | — | +0.00 | 0.33 | 9.09% | 6.06% | 3.03% |
| 2017-10 | +0.47% | -1.59% | 0.87% | — | — | — | +0.00 | 0.27 | 11.11% | 7.41% | 3.70% |
| 2017-09 | -0.39% | -2.05% | 0.87% | — | — | — | +0.00 | 0.27 | 11.11% | 7.41% | 0.00% |
| 2017-08 | +1.02% | -1.67% | 0.87% | — | — | — | +0.00 | 0.23 | 8.70% | 4.35% | 0.00% |
| 2017-07 | +1.49% | -2.66% | 0.87% | — | — | — | +0.00 | 0.26 | 7.69% | 3.85% | 0.00% |
| 2017-06 | -1.01% | -4.09% | 0.87% | — | — | — | +0.00 | 0.26 | 0.00% | 0.00% | 0.00% |
| 2017-05 | +0.26% | -3.11% | 0.87% | — | — | — | +0.00 | 0.26 | 0.00% | 0.00% | 0.00% |
| 2017-04 | +1.51% | -3.36% | 0.87% | — | — | — | +0.00 | 0.20 | 0.00% | 0.00% | 0.00% |
| 2017-03 | +0.52% | -4.80% | 0.87% | — | — | — | +0.14 | 0.20 | 0.00% | 0.00% | 0.00% |
| 2017-02 | -0.95% | -5.29% | 0.87% | — | — | — | +0.00 | 0.09 | 0.00% | 0.00% | 0.00% |
| 2017-01 | -0.86% | -4.38% | 0.87% | — | — | — | +0.00 | 0.09 | 0.00% | 0.00% | 0.00% |
| 2016-12 | -0.11% | -3.55% | 0.89% | — | — | — | +0.00 | 0.09 | 0.00% | 0.00% | 0.00% |
| 2016-11 | -1.82% | -3.45% | 0.89% | — | — | — | +0.00 | 0.09 | 0.00% | 0.00% | 0.00% |
| 2016-10 | -0.59% | -1.66% | 0.89% | — | — | — | +0.00 | 0.10 | 0.00% | 0.00% | 0.00% |
| 2016-09 | -0.98% | -1.08% | 0.89% | — | — | — | +0.00 | 0.11 | 0.00% | 0.00% | 0.00% |
| 2016-08 | -0.82% | -0.10% | 0.89% | — | — | — | +0.00 | 0.11 | 0.00% | 0.00% | 0.00% |
| 2016-07 | +0.72% | +0.73% | 0.89% | — | — | — | +0.00 | 0.08 | 0.00% | 0.00% | 0.00% |
| 2016-06 | +0.01% | +0.01% | 0.89% | — | — | — | +0.08 | 0.08 | 0.00% | 0.00% | 0.00% |
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.