חודשים בטווח
120
אלטשולר שחם פנסיה כללית מסלול לבני 50 ומטה
נתונים היסטוריים מלאים עבור אלטשולר שחם פנסיה כללית מסלול לבני 50 ומטה, 120 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9761 | שם קרן: אלטשולר שחם פנסיה כללית מסלול לבני 50 ומטה | 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 מסלול לבני 50 ומטה ישירות למייל.
תשואה חודשית אחרונה
+2.18%
תשואה מצטברת מההתחלה
+107.72%
| 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 | +2.18% | +107.72% | 0.18% | -2.40% | 0.75 | 8.21% | -9.36 | 438.72 | 57.38% | 49.79% | 21.34% |
| 2026-04 | +5.13% | +103.29% | 0.18% | -3.36% | 0.69 | 8.18% | -7.72 | 436.20 | 55.49% | 46.29% | 20.48% |
| 2026-03 | -3.52% | +93.37% | 0.18% | -3.48% | 0.55 | 7.97% | -7.67 | 423.79 | 55.41% | 41.85% | 16.77% |
| 2026-02 | -0.24% | +100.43% | 0.18% | -3.60% | 0.80 | 7.76% | -12.65 | 444.47 | 56.56% | 43.41% | 18.63% |
| 2026-01 | +2.01% | +100.91% | 0.18% | -3.12% | 0.84 | 7.76% | -9.83 | 458.76 | 55.38% | 45.04% | 19.22% |
| 2025-12 | +0.03% | +96.95% | 0.20% | -3.12% | 0.79 | 7.76% | -7.10 | 459.20 | 55.49% | 43.90% | 18.66% |
| 2025-11 | +0.57% | +96.89% | 0.20% | -2.88% | 0.85 | 7.76% | -10.72 | 465.14 | 54.24% | 44.68% | 20.49% |
| 2025-10 | +1.46% | +95.77% | 0.20% | -2.52% | 0.89 | 7.93% | -6.01 | 478.42 | 51.13% | 45.47% | 21.24% |
| 2025-09 | +2.96% | +92.96% | 0.20% | -2.76% | 0.85 | 7.93% | +1.30 | 470.28 | 58.63% | 52.89% | 22.45% |
| 2025-08 | +1.25% | +87.41% | 0.20% | -2.76% | 0.72 | 7.90% | -2.87 | 461.26 | 59.13% | 57.43% | 22.42% |
| 2025-07 | +1.00% | +85.10% | 0.20% | -2.76% | 0.73 | 7.97% | -4.05 | 460.56 | 55.80% | 69.04% | 24.56% |
| 2025-06 | +4.08% | +83.26% | 0.20% | -2.88% | 0.74 | 8.04% | +1.02 | 461.21 | 61.97% | 66.71% | 25.10% |
| 2025-05 | +3.89% | +76.08% | 0.20% | -1.92% | 0.61 | 7.90% | -7.51 | 441.45 | 59.64% | 61.55% | 23.76% |
| 2025-04 | +0.75% | +69.49% | 0.20% | -1.92% | 0.49 | 7.76% | -1.45 | 431.93 | 58.34% | 55.79% | 20.67% |
| 2025-03 | -1.73% | +68.22% | 0.20% | -1.80% | 0.54 | 8.11% | -1.81 | 431.83 | 58.07% | 53.65% | 21.14% |
| 2025-02 | -1.21% | +71.19% | 0.20% | -1.68% | 0.47 | 9.35% | +6.52 | 437.16 | 58.96% | 65.33% | 25.13% |
| 2025-01 | +1.70% | +73.28% | 0.20% | -0.84% | 0.50 | 9.46% | -1.06 | 437.92 | 58.28% | 67.73% | 28.60% |
| 2024-12 | -0.25% | +70.39% | 0.20% | -0.96% | 0.46 | 9.42% | +3.30 | 431.01 | 58.13% | 67.29% | 27.18% |
| 2024-11 | +1.82% | +70.81% | 0.20% | -0.60% | 0.51 | 9.42% | +0.24 | 429.24 | 61.23% | 70.74% | 26.68% |
| 2024-10 | -0.32% | +67.76% | 0.20% | -0.36% | 0.47 | 9.42% | -4.05 | 421.04 | 58.90% | 64.29% | 26.50% |
| 2024-09 | +2.56% | +68.30% | 0.20% | -0.48% | 0.52 | 9.42% | -0.37 | 424.80 | 58.17% | 64.48% | 28.78% |
| 2024-08 | +0.93% | +64.10% | 0.20% | — | 0.44 | 9.39% | +2.13 | 419.45 | 61.27% | 65.68% | 27.06% |
| 2024-07 | +0.72% | +62.59% | 0.20% | -0.48% | 0.43 | 9.39% | +2.09 | 411.83 | 58.75% | 56.58% | 25.73% |
| 2024-06 | +1.48% | +61.42% | 0.20% | +0.24% | 0.44 | 9.42% | -1.05 | 407.03 | 61.87% | 65.64% | 29.26% |
| 2024-05 | +2.47% | +59.07% | 0.20% | +0.00% | 0.43 | 9.42% | +0.54 | 412.65 | 56.17% | 61.67% | 27.07% |
| 2024-04 | -1.37% | +55.23% | 0.20% | -0.36% | 0.33 | 9.46% | -5.00 | 401.07 | 56.77% | 60.61% | 26.57% |
| 2024-03 | +3.11% | +57.39% | 0.20% | -0.48% | 0.43 | 9.46% | +2.89 | 408.50 | 59.16% | 63.71% | 29.69% |
| 2024-02 | +2.22% | +52.64% | 0.20% | -0.48% | 0.34 | 9.39% | -3.91 | 383.20 | 61.88% | 65.02% | 30.02% |
| 2024-01 | +0.29% | +49.33% | 0.20% | -0.36% | 0.29 | 9.35% | -3.67 | 372.82 | 61.76% | 67.77% | 29.93% |
| 2023-12 | +2.69% | +48.90% | 0.21% | -0.36% | 0.34 | 9.53% | +1.87 | 386.22 | 59.76% | 65.54% | 29.13% |
| 2023-11 | +3.05% | +45.00% | 0.21% | +0.00% | 0.23 | 9.60% | -3.27 | 362.91 | 58.96% | 68.04% | 29.04% |
| 2023-10 | -2.05% | +40.70% | 0.21% | -0.12% | 0.14 | 9.53% | -1.13 | 351.08 | 56.39% | 70.35% | 24.64% |
| 2023-09 | -1.64% | +43.65% | 0.21% | -0.60% | 0.19 | 9.60% | -0.53 | 365.41 | 53.29% | 63.87% | 24.46% |
| 2023-08 | -0.80% | +46.04% | 0.21% | -0.84% | 0.27 | 9.56% | -11.05 | 372.34 | 54.00% | 63.62% | 26.71% |
| 2023-07 | +3.00% | +47.22% | 0.21% | -0.60% | 0.33 | 9.56% | +1.07 | 382.81 | 53.22% | 60.05% | 25.99% |
| 2023-06 | +2.31% | +42.93% | 0.21% | -0.72% | 0.26 | 9.49% | +1.35 | 375.21 | 55.63% | 61.20% | 26.14% |
| 2023-05 | +0.38% | +39.71% | 0.21% | -1.08% | 0.19 | 9.46% | -24.49 | 366.53 | 55.15% | 60.16% | 28.24% |
| 2023-04 | +2.03% | +39.18% | 0.21% | -0.84% | 0.20 | 9.46% | -13.88 | 343.80 | 58.39% | 58.71% | 28.08% |
| 2023-03 | +0.21% | +36.41% | 0.21% | -1.20% | 0.15 | 9.42% | -16.43 | 349.81 | 55.82% | 60.76% | 26.19% |
| 2023-02 | -1.02% | +36.12% | 0.21% | -0.96% | 0.15 | 9.46% | -7.03 | 349.02 | 55.53% | 59.95% | 26.20% |
| 2023-01 | +3.00% | +37.53% | 0.21% | -0.96% | 0.18 | 9.46% | -14.07 | 362.71 | 56.29% | 58.62% | 32.39% |
| 2022-12 | -2.62% | +33.52% | 0.26% | -1.08% | 0.11 | 9.39% | +5.68 | 357.17 | 50.46% | 51.72% | 25.82% |
| 2022-11 | +2.22% | +37.11% | 0.26% | -0.84% | 0.23 | 9.32% | +4.83 | 366.24 | 52.41% | 49.59% | 23.15% |
| 2022-10 | +2.78% | +34.14% | 0.26% | -1.32% | 0.17 | 9.28% | +1.56 | 349.70 | 56.41% | 51.98% | 16.61% |
| 2022-09 | -5.35% | +30.51% | 0.26% | -1.08% | 0.09 | 9.21% | +3.14 | 339.05 | 56.81% | 53.47% | 16.18% |
| 2022-08 | -2.30% | +37.88% | 0.26% | -0.96% | 0.31 | 8.87% | -2.36 | 354.92 | 63.03% | 57.26% | 17.08% |
| 2022-07 | +5.31% | +41.13% | 0.26% | -0.84% | 0.42 | 8.76% | -0.33 | 368.36 | 63.83% | 59.82% | 21.77% |
| 2022-06 | -5.30% | +34.01% | 0.26% | -1.32% | 0.25 | 8.52% | +2.18 | 347.27 | 69.21% | 67.10% | 22.24% |
| 2022-05 | -2.86% | +41.51% | 0.26% | -0.24% | 0.49 | 8.11% | +6.22 | 361.36 | 70.62% | 65.00% | 23.37% |
| 2022-04 | -3.21% | +45.68% | 0.26% | -0.36% | 0.64 | 8.00% | +7.61 | 372.59 | 66.84% | 68.58% | 24.38% |
| 2022-03 | +0.86% | +50.51% | 0.26% | +0.12% | 0.83 | 7.79% | +2.40 | 375.39 | 59.66% | 60.32% | 25.40% |
| 2022-02 | -1.41% | +49.23% | 0.26% | +0.12% | 0.81 | 7.79% | +9.92 | 360.55 | 66.51% | 67.01% | 24.09% |
| 2022-01 | -3.08% | +51.36% | 0.26% | +0.48% | 0.90 | 7.76% | +3.41 | 356.34 | 69.90% | 71.46% | 20.98% |
| 2021-12 | +1.50% | +56.17% | 0.43% | +1.08% | 1.08 | 7.59% | +17.41 | 365.70 | 64.56% | 64.42% | 18.36% |
| 2021-11 | -0.25% | +53.86% | 0.43% | +1.08% | 1.04 | 7.59% | +12.68 | 343.08 | 64.45% | 66.16% | 18.33% |
| 2021-10 | +3.38% | +54.25% | 0.43% | +1.56% | 1.07 | 7.55% | +8.51 | 333.48 | 58.91% | 61.60% | 21.53% |
| 2021-09 | -2.41% | +49.21% | 0.43% | +1.44% | 0.97 | 7.45% | +14.58 | 313.60 | 59.00% | 60.07% | 18.69% |
| 2021-08 | +0.88% | +52.89% | 0.43% | +2.04% | 1.10 | 7.34% | +19.76 | 308.75 | 59.20% | 59.84% | 20.35% |
| 2021-07 | -0.03% | +51.56% | 0.43% | +2.40% | 1.08 | 7.34% | +12.90 | 285.53 | 54.63% | 55.79% | 20.87% |
| 2021-06 | +0.77% | +51.60% | 0.43% | +2.64% | 1.13 | 7.38% | +16.51 | 272.70 | 57.44% | 59.45% | 25.67% |
| 2021-05 | +0.74% | +50.45% | 0.43% | +2.40% | 1.09 | 7.41% | +15.73 | 254.89 | 58.95% | 62.25% | 27.88% |
| 2021-04 | +2.59% | +49.34% | 0.43% | — | — | — | +15.29 | 237.23 | 54.37% | 57.19% | 25.44% |
| 2021-03 | +1.61% | +45.57% | 0.43% | — | — | — | +23.19 | 216.17 | 56.00% | 58.96% | 29.71% |
| 2021-02 | +0.60% | +43.26% | 0.43% | — | — | — | +17.54 | 190.35 | 57.29% | 61.12% | 29.11% |
| 2021-01 | +1.20% | +42.41% | 0.43% | — | — | — | +23.95 | 171.39 | 60.38% | 64.57% | 29.24% |
| 2020-12 | +2.17% | +40.72% | 0.58% | — | — | — | +10.59 | 147.12 | 57.79% | 58.03% | 28.22% |
| 2020-11 | +4.09% | +37.73% | 0.58% | — | — | — | +8.43 | 132.91 | 49.55% | 50.33% | 29.45% |
| 2020-10 | -0.17% | +32.32% | 0.58% | — | — | — | +4.87 | 119.17 | 53.38% | 55.16% | 29.50% |
| 2020-09 | -1.46% | +32.54% | 0.58% | — | — | — | +4.41 | 114.27 | 53.95% | 57.29% | 31.42% |
| 2020-08 | +2.92% | +34.51% | 0.58% | — | — | — | +2.56 | 111.95 | 51.14% | 57.70% | 31.66% |
| 2020-07 | +2.95% | +30.69% | 0.58% | — | — | — | +4.26 | 106.35 | 47.31% | 52.60% | 30.20% |
| 2020-06 | +0.65% | +26.95% | 0.58% | — | — | — | +4.73 | 99.53 | 42.16% | 49.20% | 28.60% |
| 2020-05 | +1.94% | +26.13% | 0.58% | — | — | — | +4.95 | 94.11 | 39.33% | 43.27% | 25.34% |
| 2020-04 | +5.66% | +23.73% | 0.58% | — | — | — | +0.70 | 87.47 | 41.08% | 45.96% | 23.11% |
| 2020-03 | -10.05% | +17.10% | 0.58% | — | — | — | +2.92 | 81.31 | 45.98% | 49.11% | 16.49% |
| 2020-02 | -3.01% | +30.18% | 0.58% | — | — | — | +2.72 | 87.54 | 46.71% | 40.21% | 15.04% |
| 2020-01 | +0.79% | +34.22% | 0.58% | — | — | — | +6.07 | 87.67 | 47.31% | 39.06% | 18.39% |
| 2019-12 | +1.01% | +33.17% | 0.75% | — | — | — | +5.60 | 80.91 | 50.08% | 40.87% | 17.35% |
| 2019-11 | +1.50% | +31.84% | 0.75% | — | — | — | +3.21 | 74.14 | 52.33% | 42.53% | 16.24% |
| 2019-10 | +1.31% | +29.89% | 0.75% | — | — | — | +2.48 | 69.60 | 49.34% | 40.69% | 16.62% |
| 2019-09 | +1.67% | +28.21% | 0.75% | — | — | — | +2.23 | 65.98 | 51.45% | 34.19% | 14.46% |
| 2019-08 | -0.54% | +26.11% | 0.75% | — | — | — | +1.56 | 62.82 | 55.95% | 39.13% | 15.68% |
| 2019-07 | +1.36% | +26.79% | 0.75% | — | — | — | +1.52 | 61.81 | 50.04% | 36.32% | 15.45% |
| 2019-06 | +2.27% | +25.09% | 0.75% | — | — | — | +3.32 | 59.58 | 50.32% | 36.76% | 13.91% |
| 2019-05 | -1.96% | +22.31% | 0.75% | — | — | — | +1.62 | 54.96 | 39.92% | 25.36% | 13.77% |
| 2019-04 | +2.34% | +24.76% | 0.75% | — | — | — | +0.92 | 54.25 | 47.12% | 31.43% | 14.95% |
| 2019-03 | +0.80% | +21.91% | 0.75% | — | — | — | +3.45 | 52.00 | 48.83% | 34.88% | 14.04% |
| 2019-02 | +1.70% | +20.94% | 0.75% | — | — | — | +0.48 | 48.15 | 50.59% | 36.26% | 14.72% |
| 2019-01 | +4.32% | +18.92% | 0.75% | — | — | — | +1.82 | 46.66 | 47.47% | 32.96% | 16.67% |
| 2018-12 | -3.13% | +13.99% | 0.85% | — | — | — | +2.98 | 43.08 | 48.10% | 36.26% | 16.57% |
| 2018-11 | +0.11% | +17.67% | 0.85% | — | — | — | +2.40 | 41.57 | 45.51% | 28.46% | 19.89% |
| 2018-10 | -2.96% | +17.55% | 0.85% | — | — | — | +1.30 | 39.75 | 48.58% | 33.01% | 19.55% |
| 2018-09 | -0.26% | +21.13% | 0.85% | — | — | — | +1.09 | 38.84 | 49.18% | 34.47% | 18.07% |
| 2018-08 | +1.67% | +21.45% | 0.85% | — | — | — | +1.36 | 37.84 | 47.86% | 33.59% | 18.92% |
| 2018-07 | +1.35% | +19.45% | 0.85% | — | — | — | +0.10 | 35.97 | 48.23% | 34.11% | 20.02% |
| 2018-06 | -0.65% | +17.86% | 0.85% | — | — | — | +1.13 | 35.21 | 41.98% | 28.66% | 16.93% |
| 2018-05 | +1.22% | +18.63% | 0.85% | — | — | — | +1.29 | 34.35 | 47.34% | 33.07% | 15.87% |
| 2018-04 | +0.71% | +17.20% | 0.85% | — | — | — | +1.66 | 32.70 | 46.79% | 32.57% | 15.50% |
| 2018-03 | -0.82% | +16.38% | 0.85% | — | — | — | +0.41 | 30.81 | 45.80% | 30.15% | 13.79% |
| 2018-02 | -1.13% | +17.34% | 0.85% | — | — | — | +1.63 | 30.84 | 43.77% | 29.41% | 11.64% |
| 2018-01 | +1.34% | +18.68% | 0.85% | — | — | — | +1.33 | 29.35 | 45.35% | 30.12% | 9.13% |
| 2017-12 | +1.60% | +17.11% | 0.87% | — | — | — | +1.59 | 27.64 | 44.86% | 28.69% | 13.17% |
| 2017-11 | +0.83% | +15.27% | 0.87% | — | — | — | +1.42 | 25.65 | 44.99% | 27.13% | 12.51% |
| 2017-10 | +1.47% | +14.32% | 0.87% | — | — | — | +1.58 | 24.05 | 43.99% | 29.98% | 14.18% |
| 2017-09 | +0.35% | +12.66% | 0.87% | — | — | — | +1.00 | 22.14 | 44.35% | 32.61% | 13.82% |
| 2017-08 | +1.02% | +12.27% | 0.87% | — | — | — | +1.31 | 21.01 | 44.26% | 32.70% | 14.85% |
| 2017-07 | +1.48% | +11.13% | 0.87% | — | — | — | +0.83 | 19.52 | 44.72% | 36.99% | 17.11% |
| 2017-06 | -0.42% | +9.51% | 0.87% | — | — | — | +0.76 | 18.42 | 44.73% | 36.86% | 13.08% |
| 2017-05 | +1.42% | +9.98% | 0.87% | — | — | — | +0.32 | 17.70 | 43.79% | 36.50% | 13.67% |
| 2017-04 | +1.28% | +8.44% | 0.87% | — | — | — | +0.41 | 17.16 | 42.42% | 34.62% | 15.03% |
| 2017-03 | +1.05% | +7.06% | 0.87% | — | — | — | -0.18 | 16.51 | 43.73% | 39.79% | 19.69% |
| 2017-02 | +1.20% | +5.95% | 0.87% | — | — | — | +0.23 | 16.50 | 41.52% | 35.21% | 17.94% |
| 2017-01 | +0.38% | +4.70% | 0.87% | — | — | — | -0.05 | 16.08 | 42.48% | 37.13% | 26.49% |
| 2016-12 | +1.06% | +4.30% | 0.89% | — | — | — | +0.59 | 16.22 | 40.63% | 41.00% | 26.02% |
| 2016-11 | +0.53% | +3.21% | 0.89% | — | — | — | +0.25 | 15.36 | 45.77% | 42.12% | 29.49% |
| 2016-10 | +0.82% | +2.66% | 0.89% | — | — | — | +0.05 | 15.03 | 46.91% | 44.78% | 32.80% |
| 2016-09 | -0.60% | +1.83% | 0.89% | — | — | — | +0.05 | 14.85 | 45.39% | 42.49% | 29.76% |
| 2016-08 | +0.53% | +2.44% | 0.89% | — | — | — | +0.17 | 14.84 | 45.15% | 41.44% | 28.71% |
| 2016-07 | +2.63% | +1.90% | 0.89% | — | — | — | +0.03 | 14.60 | 44.52% | 41.78% | 28.97% |
| 2016-06 | -0.71% | -0.71% | 0.89% | — | — | — | +0.20 | 14.18 | 45.06% | 42.17% | 30.18% |
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.