חודשים בטווח
120
אלטשולר שחם פנסיה כללית מסלול לבני 60 ומעלה
נתונים היסטוריים מלאים עבור אלטשולר שחם פנסיה כללית מסלול לבני 60 ומעלה, 120 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9763 | שם קרן: אלטשולר שחם פנסיה כללית מסלול לבני 60 ומעלה | 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 60 ומעלה ישירות למייל.
תשואה חודשית אחרונה
+1.74%
תשואה מצטברת מההתחלה
+59.48%
| 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 | +1.74% | +59.48% | 0.18% | -0.84% | 0.59 | 4.36% | +0.86 | 72.96 | 23.88% | 26.34% | 11.97% |
| 2026-04 | +2.38% | +56.76% | 0.18% | -1.44% | 0.50 | 4.33% | -0.50 | 70.87 | 27.77% | 29.74% | 13.53% |
| 2026-03 | -1.93% | +53.11% | 0.18% | -1.44% | 0.37 | 4.23% | -1.87 | 69.77 | 22.32% | 29.50% | 11.71% |
| 2026-02 | +0.19% | +56.12% | 0.18% | -1.44% | 0.64 | 4.12% | -1.45 | 73.10 | 25.25% | 30.70% | 13.95% |
| 2026-01 | +1.10% | +55.83% | 0.18% | -1.32% | 0.66 | 4.12% | +3.22 | 74.45 | 24.65% | 30.21% | 13.88% |
| 2025-12 | -0.15% | +54.13% | 0.20% | -1.32% | 0.62 | 4.12% | +2.80 | 70.53 | 23.98% | 29.69% | 13.84% |
| 2025-11 | +0.36% | +54.36% | 0.20% | -1.20% | 0.70 | 4.12% | +0.59 | 67.92 | 23.19% | 30.98% | 15.43% |
| 2025-10 | +1.17% | +53.81% | 0.20% | -0.96% | 0.76 | 4.23% | +0.48 | 67.12 | 21.50% | 31.06% | 15.52% |
| 2025-09 | +1.60% | +52.03% | 0.20% | -1.08% | 0.70 | 4.23% | +0.15 | 65.93 | 24.40% | 35.70% | 16.05% |
| 2025-08 | +1.12% | +49.64% | 0.20% | -1.20% | 0.57 | 4.26% | -1.91 | 64.80 | 24.26% | 40.37% | 16.06% |
| 2025-07 | +0.33% | +47.98% | 0.20% | -1.32% | 0.54 | 4.26% | -5.07 | 65.73 | 21.65% | 45.32% | 16.00% |
| 2025-06 | +2.37% | +47.49% | 0.20% | -1.32% | 0.59 | 4.30% | +1.64 | 70.62 | 23.96% | 46.69% | 16.31% |
| 2025-05 | +1.08% | +44.08% | 0.20% | -0.84% | 0.45 | 4.23% | -7.65 | 67.43 | 24.45% | 43.26% | 16.74% |
| 2025-04 | +0.49% | +42.54% | 0.20% | -0.60% | 0.44 | 4.26% | +2.24 | 74.28 | 20.87% | 36.56% | 14.54% |
| 2025-03 | -0.29% | +41.84% | 0.20% | -0.48% | 0.52 | 4.64% | +6.21 | 71.68 | 20.27% | 34.78% | 14.55% |
| 2025-02 | +0.04% | +42.26% | 0.20% | -0.72% | 0.37 | 5.65% | +1.50 | 65.74 | 22.74% | 42.71% | 16.64% |
| 2025-01 | +0.81% | +42.20% | 0.20% | +0.00% | 0.39 | 5.65% | +1.67 | 64.28 | 23.71% | 45.40% | 18.29% |
| 2024-12 | -0.03% | +41.06% | 0.20% | +0.12% | 0.38 | 5.65% | -5.34 | 62.15 | 24.91% | 50.33% | 19.08% |
| 2024-11 | +1.21% | +41.10% | 0.20% | +0.24% | 0.42 | 5.65% | +0.84 | 67.62 | 23.08% | 42.65% | 15.03% |
| 2024-10 | -0.06% | +39.41% | 0.20% | +0.36% | 0.38 | 5.61% | -2.83 | 66.07 | 23.43% | 36.05% | 15.03% |
| 2024-09 | +1.43% | +39.50% | 0.20% | +0.36% | 0.43 | 5.65% | +6.28 | 68.99 | 22.21% | 33.45% | 15.80% |
| 2024-08 | +0.68% | +37.53% | 0.20% | — | 0.36 | 5.61% | -3.87 | 61.72 | 25.78% | 34.75% | 16.15% |
| 2024-07 | +0.84% | +36.60% | 0.20% | +0.48% | 0.37 | 5.61% | +4.18 | 65.13 | 24.07% | 28.62% | 15.25% |
| 2024-06 | +0.94% | +35.46% | 0.20% | +0.96% | 0.37 | 5.65% | +0.66 | 60.50 | 26.33% | 35.65% | 16.55% |
| 2024-05 | +1.33% | +34.20% | 0.20% | +0.84% | 0.36 | 5.65% | -6.14 | 58.48 | 26.42% | 45.84% | 17.66% |
| 2024-04 | -0.56% | +32.44% | 0.20% | +0.60% | 0.28 | 5.65% | +2.24 | 62.85 | 23.58% | 31.22% | 15.45% |
| 2024-03 | +1.61% | +33.19% | 0.20% | +0.48% | 0.38 | 5.68% | +3.76 | 62.47 | 24.70% | 33.70% | 16.84% |
| 2024-02 | +0.69% | +31.08% | 0.20% | +0.48% | 0.32 | 5.65% | -0.73 | 57.85 | 25.86% | 47.90% | 18.48% |
| 2024-01 | +0.26% | +30.18% | 0.20% | +0.72% | 0.32 | 5.68% | +6.19 | 58.24 | 24.74% | 48.06% | 18.15% |
| 2023-12 | +2.01% | +29.84% | 0.21% | +0.72% | 0.38 | 5.75% | -0.35 | 51.73 | 25.21% | 49.80% | 18.67% |
| 2023-11 | +1.92% | +27.28% | 0.21% | +0.84% | 0.25 | 5.79% | +2.85 | 51.09 | 22.92% | 50.50% | 16.91% |
| 2023-10 | -0.97% | +24.88% | 0.21% | +0.84% | 0.15 | 5.75% | +0.51 | 47.73 | 21.01% | 52.63% | 14.60% |
| 2023-09 | -1.21% | +26.11% | 0.21% | +0.48% | 0.21 | 5.75% | -0.73 | 47.75 | 21.09% | 50.81% | 14.70% |
| 2023-08 | -0.10% | +27.65% | 0.21% | +0.36% | 0.32 | 5.72% | -1.10 | 49.15 | 20.47% | 47.08% | 15.28% |
| 2023-07 | +1.59% | +27.78% | 0.21% | +0.36% | 0.36 | 5.72% | -1.09 | 49.93 | 20.51% | 43.72% | 13.84% |
| 2023-06 | +0.93% | +25.78% | 0.21% | +0.36% | 0.31 | 5.72% | -2.97 | 50.28 | 22.26% | 42.48% | 15.57% |
| 2023-05 | +0.51% | +24.62% | 0.21% | +0.24% | 0.27 | 5.72% | +1.58 | 52.94 | 22.19% | 39.40% | 16.24% |
| 2023-04 | +1.05% | +23.99% | 0.21% | +0.36% | 0.27 | 5.72% | +0.72 | 51.08 | 24.06% | 31.95% | 14.10% |
| 2023-03 | +0.69% | +22.70% | 0.21% | +0.12% | 0.24 | 5.68% | -1.56 | 49.73 | 24.35% | 32.76% | 13.96% |
| 2023-02 | -0.84% | +21.86% | 0.21% | +0.24% | 0.22 | 5.68% | +1.57 | 51.05 | 23.74% | 37.02% | 12.77% |
| 2023-01 | +1.81% | +22.89% | 0.21% | +0.24% | 0.27 | 5.68% | -3.12 | 50.00 | 24.86% | 35.52% | 15.36% |
| 2022-12 | -1.30% | +20.71% | 0.26% | +0.12% | 0.20 | 5.65% | +1.20 | 52.27 | 21.48% | 30.21% | 10.18% |
| 2022-11 | +1.09% | +22.30% | 0.26% | +0.12% | 0.31 | 5.61% | +1.44 | 51.91 | 22.35% | 27.74% | 9.27% |
| 2022-10 | +1.34% | +20.98% | 0.26% | -0.12% | 0.27 | 5.61% | +3.26 | 49.91 | 23.30% | 28.45% | 5.99% |
| 2022-09 | -2.88% | +19.38% | 0.26% | +0.00% | 0.21 | 5.58% | -0.69 | 46.07 | 22.38% | 25.48% | 5.40% |
| 2022-08 | -1.38% | +22.92% | 0.26% | -0.12% | 0.41 | 5.40% | +1.36 | 48.17 | 22.82% | 25.06% | 6.25% |
| 2022-07 | +2.77% | +24.64% | 0.26% | -0.12% | 0.52 | 5.33% | -1.65 | 47.63 | 24.56% | 28.09% | 8.78% |
| 2022-06 | -2.71% | +21.28% | 0.26% | -0.36% | 0.39 | 5.23% | +3.14 | 48.05 | 25.85% | 29.91% | 8.93% |
| 2022-05 | -1.93% | +24.66% | 0.26% | +0.24% | 0.59 | 5.06% | +1.04 | 46.23 | 24.92% | 34.18% | 11.08% |
| 2022-04 | -1.49% | +27.11% | 0.26% | +0.00% | 0.76 | 4.95% | -0.52 | 46.05 | 26.80% | 35.66% | 11.68% |
| 2022-03 | +0.40% | +29.03% | 0.26% | +0.24% | 0.91 | 4.88% | -1.78 | 47.32 | 26.48% | 32.73% | 12.11% |
| 2022-02 | -1.28% | +28.52% | 0.26% | +0.12% | 0.90 | 4.88% | +1.22 | 48.05 | 27.85% | 32.51% | 10.22% |
| 2022-01 | -1.66% | +30.19% | 0.26% | +0.12% | 1.02 | 4.85% | +3.32 | 47.55 | 28.75% | 35.16% | 8.33% |
| 2021-12 | +0.58% | +32.38% | 0.43% | +0.24% | 1.17 | 4.75% | -1.05 | 45.10 | 26.59% | 33.19% | 7.74% |
| 2021-11 | +0.17% | +31.62% | 0.43% | +0.24% | 1.16 | 4.75% | +0.82 | 45.97 | 24.82% | 31.72% | 7.22% |
| 2021-10 | +1.58% | +31.40% | 0.43% | +0.36% | 1.14 | 4.75% | +0.74 | 46.01 | 24.71% | 31.10% | 8.50% |
| 2021-09 | -0.92% | +29.35% | 0.43% | +0.48% | 1.07 | 4.75% | +1.37 | 43.65 | 23.80% | 29.69% | 10.06% |
| 2021-08 | +0.76% | +30.55% | 0.43% | +0.60% | 1.14 | 4.71% | +1.99 | 42.74 | 24.12% | 29.81% | 11.18% |
| 2021-07 | +0.32% | +29.57% | 0.43% | +0.72% | 1.10 | 4.75% | +0.48 | 40.50 | 23.26% | 29.04% | 14.44% |
| 2021-06 | +0.32% | +29.16% | 0.43% | +0.72% | 1.11 | 4.75% | +1.89 | 39.94 | 23.01% | 28.94% | 14.25% |
| 2021-05 | +0.68% | +28.74% | 0.43% | +0.72% | 1.10 | 4.75% | +3.27 | 37.97 | 25.10% | 32.24% | 16.93% |
| 2021-04 | +1.12% | +27.87% | 0.43% | — | — | — | +0.91 | 34.53 | 27.34% | 35.42% | 17.12% |
| 2021-03 | +1.08% | +26.46% | 0.43% | — | — | — | +2.35 | 33.29 | 24.69% | 33.01% | 17.99% |
| 2021-02 | -0.11% | +25.11% | 0.43% | — | — | — | +2.47 | 30.62 | 26.13% | 35.08% | 19.63% |
| 2021-01 | +0.84% | +25.24% | 0.43% | — | — | — | +3.99 | 28.21 | 26.27% | 35.16% | 18.40% |
| 2020-12 | +1.10% | +24.20% | 0.58% | — | — | — | +1.42 | 24.03 | 24.84% | 40.20% | 20.89% |
| 2020-11 | +2.43% | +22.85% | 0.58% | — | — | — | +0.81 | 22.69 | 20.76% | 39.75% | 21.86% |
| 2020-10 | +0.13% | +19.93% | 0.58% | — | — | — | +1.65 | 21.35 | 20.98% | 40.61% | 21.78% |
| 2020-09 | -1.25% | +19.78% | 0.58% | — | — | — | -1.59 | 19.69 | 21.53% | 42.86% | 24.07% |
| 2020-08 | +1.47% | +21.30% | 0.58% | — | — | — | +1.95 | 21.54 | 21.26% | 39.88% | 24.28% |
| 2020-07 | +1.72% | +19.54% | 0.58% | — | — | — | +0.80 | 19.18 | 19.13% | 40.56% | 21.22% |
| 2020-06 | +0.54% | +17.52% | 0.58% | — | — | — | +0.42 | 18.07 | 16.49% | 41.23% | 17.27% |
| 2020-05 | +1.83% | +16.89% | 0.58% | — | — | — | +0.96 | 17.49 | 17.21% | 42.82% | 18.07% |
| 2020-04 | +4.58% | +14.79% | 0.58% | — | — | — | +0.30 | 16.30 | 17.91% | 44.91% | 16.93% |
| 2020-03 | -6.71% | +9.76% | 0.58% | — | — | — | -1.51 | 15.26 | 21.04% | 59.50% | 17.17% |
| 2020-02 | -0.30% | +17.65% | 0.58% | — | — | — | +0.48 | 17.97 | 17.08% | 25.15% | 12.08% |
| 2020-01 | +0.72% | +18.01% | 0.58% | — | — | — | +1.22 | 17.59 | 19.56% | 26.09% | 11.37% |
| 2019-12 | +0.55% | +17.16% | 0.75% | — | — | — | +0.31 | 16.25 | 20.86% | 26.71% | 10.09% |
| 2019-11 | +0.75% | +16.52% | 0.75% | — | — | — | +0.32 | 15.77 | 21.37% | 27.33% | 10.15% |
| 2019-10 | +0.84% | +15.65% | 0.75% | — | — | — | +1.45 | 15.36 | 21.29% | 27.21% | 10.81% |
| 2019-09 | +0.96% | +14.69% | 0.75% | — | — | — | +0.24 | 13.79 | 22.70% | 21.54% | 11.09% |
| 2019-08 | +0.32% | +13.60% | 0.75% | — | — | — | +0.39 | 13.42 | 22.80% | 16.54% | 11.62% |
| 2019-07 | +1.59% | +13.24% | 0.75% | — | — | — | +1.14 | 12.98 | 21.11% | 17.18% | 11.40% |
| 2019-06 | +1.34% | +11.47% | 0.75% | — | — | — | -0.25 | 11.63 | 22.27% | 17.54% | 12.98% |
| 2019-05 | -0.96% | +9.99% | 0.75% | — | — | — | +0.35 | 11.72 | 15.27% | 8.87% | 12.88% |
| 2019-04 | +1.68% | +11.06% | 0.75% | — | — | — | +0.51 | 11.42 | 20.05% | 12.00% | 13.49% |
| 2019-03 | +0.71% | +9.22% | 0.75% | — | — | — | +0.18 | 10.73 | 22.18% | 14.35% | 12.58% |
| 2019-02 | +1.25% | +8.45% | 0.75% | — | — | — | +0.03 | 10.47 | 21.87% | 17.67% | 10.89% |
| 2019-01 | +2.52% | +7.11% | 0.75% | — | — | — | +1.70 | 10.42 | 20.73% | 14.59% | 11.71% |
| 2018-12 | -1.69% | +4.48% | 0.85% | — | — | — | +0.05 | 8.47 | 21.25% | 19.48% | 13.11% |
| 2018-11 | -0.38% | +6.28% | 0.85% | — | — | — | +0.11 | 8.53 | 19.81% | 9.96% | 13.13% |
| 2018-10 | -1.47% | +6.68% | 0.85% | — | — | — | +0.32 | 8.50 | 18.59% | 9.29% | 10.59% |
| 2018-09 | +0.07% | +8.27% | 0.85% | — | — | — | -0.29 | 8.26 | 21.07% | 11.50% | 10.77% |
| 2018-08 | +0.73% | +8.20% | 0.85% | — | — | — | -0.07 | 8.54 | 20.49% | 10.89% | 10.54% |
| 2018-07 | +1.01% | +7.41% | 0.85% | — | — | — | +0.42 | 8.57 | 20.77% | 11.20% | 11.79% |
| 2018-06 | -0.45% | +6.34% | 0.85% | — | — | — | -1.12 | 7.96 | 19.72% | 8.92% | 11.93% |
| 2018-05 | +0.44% | +6.82% | 0.85% | — | — | — | +0.09 | 9.13 | 20.15% | 9.31% | 9.31% |
| 2018-04 | +0.27% | +6.35% | 0.85% | — | — | — | +0.13 | 8.97 | 19.29% | 13.82% | 8.92% |
| 2018-03 | -0.16% | +6.07% | 0.85% | — | — | — | +1.47 | 8.82 | 18.25% | 12.81% | 9.98% |
| 2018-02 | -0.73% | +6.24% | 0.85% | — | — | — | +0.07 | 7.39 | 16.64% | 11.91% | 8.80% |
| 2018-01 | +0.65% | +7.02% | 0.85% | — | — | — | +0.79 | 7.37 | 15.47% | 10.45% | 7.73% |
| 2017-12 | +0.65% | +6.33% | 0.87% | — | — | — | +0.19 | 6.53 | 15.62% | 9.49% | 1.23% |
| 2017-11 | +0.45% | +5.64% | 0.87% | — | — | — | +0.01 | 6.25 | 12.96% | 8.00% | 0.00% |
| 2017-10 | +0.53% | +5.17% | 0.87% | — | — | — | +0.22 | 6.23 | 12.20% | 7.06% | -0.16% |
| 2017-09 | -0.08% | +4.61% | 0.87% | — | — | — | +0.03 | 5.98 | 12.21% | 16.56% | 7.02% |
| 2017-08 | +0.67% | +4.70% | 0.87% | — | — | — | -0.02 | 5.95 | 11.93% | 17.98% | 8.57% |
| 2017-07 | +1.02% | +4.00% | 0.87% | — | — | — | +0.35 | 5.93 | 11.97% | 19.56% | 9.61% |
| 2017-06 | -0.36% | +2.95% | 0.87% | — | — | — | -0.11 | 5.52 | 12.14% | 20.29% | 6.16% |
| 2017-05 | +0.67% | +3.32% | 0.87% | — | — | — | +0.08 | 5.64 | 11.52% | 19.68% | 8.16% |
| 2017-04 | +0.85% | +2.63% | 0.87% | — | — | — | +0.25 | 5.54 | 10.83% | 19.13% | 9.39% |
| 2017-03 | +0.38% | +1.77% | 0.87% | — | — | — | -0.13 | 5.25 | 11.62% | 20.38% | 9.14% |
| 2017-02 | +0.25% | +1.38% | 0.87% | — | — | — | +0.05 | 5.36 | 11.01% | 19.78% | 10.45% |
| 2017-01 | +0.03% | +1.13% | 0.87% | — | — | — | +0.03 | 5.29 | 11.34% | 20.42% | 13.42% |
| 2016-12 | +0.57% | +1.10% | 0.89% | — | — | — | +0.12 | 5.26 | 11.03% | 20.15% | 12.74% |
| 2016-11 | -0.53% | +0.53% | 0.89% | — | — | — | +0.09 | 5.11 | 12.33% | 17.22% | 9.00% |
| 2016-10 | +0.57% | +1.06% | 0.89% | — | — | — | +0.06 | 5.04 | 12.70% | 17.66% | 9.72% |
| 2016-09 | -0.75% | +0.49% | 0.89% | — | — | — | +0.07 | 4.95 | 11.92% | 16.57% | 9.70% |
| 2016-08 | -0.10% | +1.25% | 0.89% | — | — | — | +0.07 | 4.91 | 11.81% | 16.29% | 9.37% |
| 2016-07 | +1.25% | +1.35% | 0.89% | — | — | — | +0.16 | 4.85 | 11.55% | 16.08% | 9.69% |
| 2016-06 | +0.10% | +0.10% | 0.89% | — | — | — | -0.01 | 4.63 | 12.31% | 17.06% | 13.17% |
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.