חודשים בטווח
125
אלטשולר שחם פנסיה מקיפה הלכה
נתונים היסטוריים מלאים עבור אלטשולר שחם פנסיה מקיפה הלכה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9760 | שם קרן: אלטשולר שחם פנסיה מקיפה הלכה | סיווג קרן: קרנות חדשות | 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 מקיפה הלכה ישירות למייל.
תשואה חודשית אחרונה
+2.13%
תשואה מצטברת מההתחלה
+100.65%
| 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 | +2.13% | +100.65% | 0.15% | +0.00% | 0.97 | 6.41% | -5.53 | 285.26 | 48.75% | 40.46% | 18.33% |
| 2026-04 | +4.40% | +96.47% | 0.15% | -0.96% | 0.89 | 6.37% | -2.69 | 284.71 | 46.97% | 37.60% | 17.59% |
| 2026-03 | -2.83% | +88.19% | 0.15% | -1.08% | 0.75 | 6.20% | -2.76 | 275.52 | 45.08% | 30.33% | 12.99% |
| 2026-02 | -0.25% | +93.67% | 0.15% | -1.08% | 1.03 | 5.99% | -3.97 | 286.35 | 46.20% | 36.77% | 16.78% |
| 2026-01 | +1.67% | +94.15% | 0.15% | -0.72% | 1.10 | 5.99% | -6.30 | 291.27 | 44.55% | 37.65% | 16.98% |
| 2025-12 | -0.08% | +90.96% | 0.14% | -0.84% | 1.05 | 5.99% | -1.48 | 292.90 | 45.48% | 36.97% | 16.54% |
| 2025-11 | +0.61% | +91.12% | 0.14% | -0.60% | 1.12 | 5.99% | -1.08 | 294.84 | 44.66% | 38.21% | 18.65% |
| 2025-10 | +1.02% | +89.96% | 0.14% | -0.24% | 1.16 | 6.06% | -1.64 | 294.69 | 42.32% | 38.24% | 18.81% |
| 2025-09 | +2.51% | +88.04% | 0.14% | -0.36% | 1.12 | 6.10% | -1.14 | 293.59 | 48.49% | 42.88% | 20.34% |
| 2025-08 | +1.19% | +83.44% | 0.14% | -0.36% | 1.00 | 6.06% | -5.17 | 287.77 | 47.13% | 48.65% | 19.92% |
| 2025-07 | +0.89% | +81.28% | 0.14% | -0.48% | 0.99 | 6.10% | -1.05 | 289.49 | 42.36% | 65.31% | 20.96% |
| 2025-06 | +2.75% | +79.68% | 0.14% | -0.48% | 1.01 | 6.13% | -2.34 | 288.23 | 47.58% | 56.57% | 22.17% |
| 2025-05 | +3.13% | +74.87% | 0.14% | +0.24% | 0.91 | 6.06% | +0.27 | 283.09 | 44.24% | 50.87% | 22.06% |
| 2025-04 | +0.64% | +69.56% | 0.14% | +0.36% | 0.81 | 5.99% | +0.81 | 274.67 | 43.63% | 47.37% | 19.09% |
| 2025-03 | -0.82% | +68.49% | 0.14% | +0.48% | 0.86 | 6.24% | +1.63 | 272.30 | 45.16% | 46.97% | 19.77% |
| 2025-02 | -0.90% | +69.88% | 0.14% | +1.08% | 0.79 | 6.89% | -2.41 | 272.95 | 46.29% | 56.94% | 21.69% |
| 2025-01 | +1.08% | +71.42% | 0.14% | +1.68% | 0.83 | 7.00% | -3.18 | 278.07 | 46.06% | 57.63% | 24.07% |
| 2024-12 | -0.34% | +69.59% | 0.13% | +1.68% | 0.81 | 7.00% | -3.77 | 278.49 | 45.99% | 57.44% | 22.86% |
| 2024-11 | +1.59% | +70.17% | 0.13% | +2.04% | 0.88 | 7.00% | +2.73 | 283.53 | 48.78% | 58.18% | 22.28% |
| 2024-10 | -0.19% | +67.51% | 0.13% | +2.16% | 0.84 | 7.00% | +0.49 | 276.56 | 47.17% | 52.63% | 22.37% |
| 2024-09 | +2.33% | +67.82% | 0.13% | +2.16% | 0.90 | 7.00% | -1.89 | 276.82 | 48.76% | 54.35% | 24.27% |
| 2024-08 | +0.85% | +64.00% | 0.13% | — | 0.81 | 6.96% | -0.72 | 272.90 | 52.78% | 56.75% | 23.74% |
| 2024-07 | +0.67% | +62.62% | 0.13% | +2.04% | 0.81 | 6.96% | -2.27 | 270.94 | 51.67% | 51.27% | 22.63% |
| 2024-06 | +1.64% | +61.54% | 0.13% | +2.52% | 0.81 | 6.96% | -2.43 | 271.66 | 52.16% | 58.34% | 25.37% |
| 2024-05 | +2.57% | +58.93% | 0.13% | +2.40% | 0.78 | 6.96% | -3.64 | 269.94 | 52.64% | 64.31% | 24.65% |
| 2024-04 | -1.03% | +54.95% | 0.13% | +1.92% | 0.66 | 7.00% | -0.41 | 266.72 | 47.65% | 54.88% | 23.22% |
| 2024-03 | +2.69% | +56.56% | 0.13% | +1.92% | 0.77 | 7.00% | -0.31 | 270.13 | 50.30% | 56.38% | 26.28% |
| 2024-02 | +1.83% | +52.46% | 0.13% | +1.92% | 0.68 | 6.93% | -1.81 | 263.60 | 51.37% | 55.24% | 25.84% |
| 2024-01 | +0.18% | +49.72% | 0.13% | +2.04% | 0.63 | 6.89% | -5.96 | 260.91 | 49.91% | 58.35% | 24.51% |
| 2023-12 | +2.38% | +49.45% | 0.13% | +2.16% | 0.69 | 7.00% | -1.26 | 260.58 | 51.04% | 60.05% | 25.77% |
| 2023-11 | +2.91% | +45.98% | 0.13% | +2.40% | 0.57 | 7.07% | +2.07 | 255.90 | 46.80% | 59.28% | 24.18% |
| 2023-10 | -1.43% | +41.85% | 0.13% | +2.04% | 0.46 | 6.96% | +0.97 | 246.86 | 44.13% | 61.36% | 19.98% |
| 2023-09 | -1.06% | +43.91% | 0.13% | +1.92% | 0.54 | 7.00% | -0.46 | 249.76 | 42.45% | 56.59% | 20.58% |
| 2023-08 | -0.28% | +45.45% | 0.13% | +1.80% | 0.62 | 6.96% | -1.56 | 252.88 | 42.65% | 55.64% | 22.23% |
| 2023-07 | +2.56% | +45.86% | 0.13% | +1.92% | 0.67 | 6.96% | -2.15 | 253.62 | 42.79% | 53.73% | 22.13% |
| 2023-06 | +1.99% | +42.22% | 0.13% | +1.80% | 0.60 | 6.89% | -2.44 | 248.62 | 45.65% | 54.80% | 21.80% |
| 2023-05 | +0.59% | +39.44% | 0.13% | +1.56% | 0.52 | 6.86% | -0.29 | 246.88 | 44.69% | 52.67% | 22.64% |
| 2023-04 | +2.01% | +38.62% | 0.13% | +1.56% | 0.53 | 6.86% | -2.77 | 245.93 | 47.31% | 48.38% | 23.76% |
| 2023-03 | +0.60% | +35.89% | 0.13% | +1.32% | 0.46 | 6.82% | -1.76 | 243.10 | 46.01% | 47.38% | 22.11% |
| 2023-02 | -0.24% | +35.08% | 0.13% | +1.44% | 0.45 | 6.86% | -3.83 | 243.64 | 45.76% | 48.52% | 21.23% |
| 2023-01 | +2.36% | +35.41% | 0.13% | +1.44% | 0.47 | 6.86% | -1.69 | 248.33 | 45.69% | 46.50% | 25.71% |
| 2022-12 | -1.60% | +32.29% | 0.12% | +1.32% | 0.40 | 6.82% | +0.41 | 244.26 | 40.43% | 40.14% | 20.71% |
| 2022-11 | +2.14% | +34.44% | 0.12% | +1.56% | 0.51 | 6.75% | +1.36 | 248.42 | 42.33% | 40.91% | 18.46% |
| 2022-10 | +2.32% | +31.62% | 0.12% | +1.20% | 0.44 | 6.72% | +0.67 | 241.79 | 44.50% | 42.75% | 12.91% |
| 2022-09 | -3.81% | +28.64% | 0.12% | +1.20% | 0.35 | 6.65% | -0.61 | 235.89 | 44.17% | 42.97% | 12.60% |
| 2022-08 | -1.11% | +33.73% | 0.12% | +1.44% | 0.59 | 6.37% | -3.67 | 246.30 | 49.20% | 47.03% | 13.74% |
| 2022-07 | +4.54% | +35.23% | 0.12% | +1.44% | 0.67 | 6.34% | -0.42 | 253.20 | 51.46% | 53.47% | 18.05% |
| 2022-06 | -4.28% | +29.36% | 0.12% | +0.84% | 0.49 | 6.06% | +3.13 | 242.87 | 56.79% | 59.83% | 18.11% |
| 2022-05 | -1.57% | +35.14% | 0.12% | +1.68% | 0.80 | 5.68% | +1.93 | 250.91 | 58.16% | 62.11% | 20.34% |
| 2022-04 | -2.38% | +37.30% | 0.12% | +1.68% | 0.93 | 5.61% | +2.09 | 252.54 | 56.09% | 60.73% | 21.46% |
| 2022-03 | +1.07% | +40.65% | 0.12% | +2.04% | 1.14 | 5.47% | +1.42 | 256.60 | 49.05% | 52.72% | 22.19% |
| 2022-02 | -0.87% | +39.16% | 0.12% | +1.80% | 1.10 | 5.47% | +4.06 | 248.74 | 55.31% | 58.25% | 20.26% |
| 2022-01 | -1.90% | +40.38% | 0.12% | +2.16% | 1.19 | 5.44% | +1.11 | 247.15 | 57.20% | 60.16% | 16.56% |
| 2021-12 | +1.22% | +43.10% | 0.13% | +2.64% | 1.36 | 5.30% | +5.15 | 251.13 | 50.91% | 52.77% | 14.64% |
| 2021-11 | -0.27% | +41.37% | 0.13% | +2.52% | 1.30 | 5.30% | +5.56 | 243.24 | 50.21% | 52.75% | 14.23% |
| 2021-10 | +2.62% | +41.76% | 0.13% | +2.64% | 1.34 | 5.30% | +8.29 | 238.43 | 46.29% | 49.88% | 16.78% |
| 2021-09 | -1.76% | +38.14% | 0.13% | +2.40% | 1.22 | 5.23% | +6.22 | 224.46 | 45.63% | 47.35% | 14.30% |
| 2021-08 | +0.64% | +40.61% | 0.13% | +2.88% | 1.38 | 5.13% | +9.94 | 222.45 | 46.81% | 48.07% | 16.87% |
| 2021-07 | -0.08% | +39.72% | 0.13% | +3.12% | 1.36 | 5.13% | +10.46 | 211.25 | 43.72% | 45.23% | 17.26% |
| 2021-06 | +0.89% | +39.83% | 0.13% | +2.88% | 1.38 | 5.13% | +12.30 | 201.48 | 45.37% | 47.99% | 19.05% |
| 2021-05 | +0.52% | +38.59% | 0.13% | +2.88% | 1.35 | 5.13% | +10.20 | 187.66 | 47.37% | 51.25% | 22.09% |
| 2021-04 | +2.23% | +37.88% | 0.13% | +3.00% | 1.33 | 5.13% | +7.10 | 176.70 | 46.62% | 50.53% | 21.71% |
| 2021-03 | +1.19% | +34.87% | 0.13% | +2.52% | 1.22 | 5.09% | +9.37 | 166.10 | 45.47% | 49.28% | 24.02% |
| 2021-02 | +0.70% | +33.28% | 0.13% | +2.52% | 1.16 | 5.09% | +9.98 | 154.71 | 46.71% | 51.01% | 24.12% |
| 2021-01 | +1.00% | +32.36% | 0.13% | +2.28% | 1.13 | 5.09% | +6.81 | 144.02 | 48.22% | 53.41% | 23.41% |
| 2020-12 | +1.53% | +31.05% | 0.17% | +2.40% | 1.08 | 5.09% | +11.85 | 136.04 | 45.82% | 47.64% | 22.02% |
| 2020-11 | +2.92% | +29.07% | 0.17% | — | — | — | +7.27 | 123.77 | 38.64% | 41.74% | 24.32% |
| 2020-10 | -0.34% | +25.41% | 0.17% | — | — | — | +7.60 | 113.32 | 40.65% | 44.84% | 23.58% |
| 2020-09 | -0.68% | +25.84% | 0.17% | — | — | — | +5.47 | 106.27 | 40.59% | 45.86% | 25.27% |
| 2020-08 | +2.05% | +26.70% | 0.17% | — | — | — | +4.25 | 101.61 | 38.90% | 47.43% | 27.92% |
| 2020-07 | +2.61% | +24.15% | 0.17% | — | — | — | +4.49 | 95.32 | 35.92% | 43.62% | 26.20% |
| 2020-06 | +0.77% | +21.00% | 0.17% | — | — | — | +3.45 | 88.70 | 32.75% | 40.77% | 24.80% |
| 2020-05 | +1.68% | +20.07% | 0.17% | — | — | — | +5.05 | 84.77 | 30.00% | 35.39% | 21.25% |
| 2020-04 | +4.57% | +18.09% | 0.17% | — | — | — | +3.43 | 78.38 | 31.30% | 39.02% | 18.36% |
| 2020-03 | -6.08% | +12.93% | 0.17% | — | — | — | +5.74 | 71.31 | 34.67% | 40.18% | 12.07% |
| 2020-02 | -2.38% | +20.24% | 0.17% | — | — | — | +4.15 | 70.31 | 34.49% | 32.74% | 10.89% |
| 2020-01 | +0.74% | +23.17% | 0.17% | — | — | — | +4.48 | 67.94 | 36.33% | 33.07% | 13.82% |
| 2019-12 | +1.06% | +22.26% | 0.23% | — | — | — | +3.52 | 63.10 | 37.75% | 33.69% | 11.85% |
| 2019-11 | +1.44% | +20.98% | 0.23% | — | — | — | +2.56 | 58.42 | 38.91% | 34.00% | 11.38% |
| 2019-10 | +1.26% | +19.26% | 0.23% | — | — | — | +2.29 | 55.15 | 40.16% | 35.38% | 12.87% |
| 2019-09 | +1.23% | +17.78% | 0.23% | — | — | — | +2.80 | 52.25 | 41.72% | 37.15% | 11.39% |
| 2019-08 | -0.47% | +16.35% | 0.23% | — | — | — | +2.63 | 48.90 | 41.94% | 34.52% | 11.82% |
| 2019-07 | +0.87% | +16.90% | 0.23% | — | — | — | +2.68 | 46.47 | 38.30% | 29.18% | 11.90% |
| 2019-06 | +1.91% | +15.89% | 0.23% | — | — | — | +5.64 | 43.46 | 37.80% | 27.40% | 11.16% |
| 2019-05 | -1.68% | +13.72% | 0.23% | — | — | — | +1.19 | 39.45 | 30.34% | 18.40% | 11.86% |
| 2019-04 | +2.16% | +15.66% | 0.23% | — | — | — | +1.46 | 38.93 | 36.19% | 21.53% | 11.89% |
| 2019-03 | +0.52% | +13.22% | 0.23% | — | — | — | +1.77 | 36.73 | 39.31% | 25.65% | 12.31% |
| 2019-02 | +1.31% | +12.63% | 0.23% | — | — | — | +1.34 | 34.78 | 38.36% | 26.02% | 12.74% |
| 2019-01 | +3.18% | +11.17% | 0.23% | — | — | — | +1.60 | 32.97 | 37.28% | 21.57% | 14.41% |
| 2018-12 | -2.15% | +7.75% | 0.26% | — | — | — | +2.17 | 30.51 | 33.66% | 24.81% | 15.86% |
| 2018-11 | +0.23% | +10.12% | 0.26% | — | — | — | +1.83 | 29.01 | 32.02% | 18.10% | 16.61% |
| 2018-10 | -1.77% | +9.86% | 0.26% | — | — | — | +0.92 | 27.15 | 35.25% | 21.77% | 15.87% |
| 2018-09 | +0.04% | +11.84% | 0.26% | — | — | — | +0.95 | 26.73 | 33.45% | 21.96% | 16.09% |
| 2018-08 | +0.87% | +11.80% | 0.26% | — | — | — | +1.53 | 25.79 | 31.29% | 19.54% | 16.98% |
| 2018-07 | +1.23% | +10.83% | 0.26% | — | — | — | +1.15 | 24.04 | 31.32% | 17.97% | 16.14% |
| 2018-06 | -0.27% | +9.49% | 0.26% | — | — | — | +1.61 | 22.48 | 26.96% | 14.59% | 12.37% |
| 2018-05 | +0.81% | +9.78% | 0.26% | — | — | — | +1.68 | 20.96 | 30.68% | 19.80% | 10.78% |
| 2018-04 | +0.53% | +8.90% | 0.26% | — | — | — | +1.77 | 19.14 | 30.98% | 21.68% | 9.67% |
| 2018-03 | -0.51% | +8.33% | 0.26% | — | — | — | +0.92 | 17.28 | 28.88% | 18.75% | 11.52% |
| 2018-02 | -0.50% | +8.88% | 0.26% | — | — | — | +1.95 | 16.44 | 27.98% | 16.73% | 10.04% |
| 2018-01 | +1.34% | +9.43% | 0.26% | — | — | — | +2.27 | 14.57 | 30.40% | 17.84% | 7.34% |
| 2017-12 | +0.96% | +7.98% | 0.31% | — | — | — | +0.79 | 12.14 | 31.71% | 19.77% | 6.59% |
| 2017-11 | +0.55% | +6.96% | 0.31% | — | — | — | +1.34 | 11.24 | 29.27% | 21.71% | 8.81% |
| 2017-10 | +0.96% | +6.37% | 0.31% | — | — | — | +2.04 | 9.86 | 32.35% | 22.82% | 11.26% |
| 2017-09 | +0.64% | +5.36% | 0.31% | — | — | — | +1.65 | 7.75 | 32.39% | 23.23% | 8.13% |
| 2017-08 | +0.60% | +4.69% | 0.31% | — | — | — | +0.48 | 6.07 | 32.13% | 23.39% | 10.21% |
| 2017-07 | +0.57% | +4.06% | 0.31% | — | — | — | +0.58 | 5.55 | 29.55% | 22.88% | 6.67% |
| 2017-06 | -0.27% | +3.47% | 0.31% | — | — | — | +0.60 | 4.95 | 29.70% | 23.43% | 4.04% |
| 2017-05 | +0.86% | +3.75% | 0.31% | — | — | — | +0.21 | 4.36 | 30.28% | 24.08% | 7.57% |
| 2017-04 | +0.88% | +2.87% | 0.31% | — | — | — | +0.31 | 4.12 | 29.85% | 23.54% | 7.04% |
| 2017-03 | +0.51% | +1.97% | 0.31% | — | — | — | +0.27 | 3.78 | 29.89% | 24.34% | 7.14% |
| 2017-02 | +0.78% | +1.46% | 0.31% | — | — | — | +0.38 | 3.50 | 30.86% | 26.29% | 10.00% |
| 2017-01 | -0.07% | +0.67% | 0.31% | — | — | — | +0.43 | 3.11 | 30.87% | 25.72% | 13.18% |
| 2016-12 | +0.14% | +0.74% | 0.33% | — | — | — | +0.26 | 2.68 | 0.00% | 0.00% | 0.00% |
| 2016-11 | +0.07% | +0.60% | 0.33% | — | — | — | +0.30 | 2.47 | 0.00% | 0.00% | 0.00% |
| 2016-10 | +0.09% | +0.53% | 0.33% | — | — | — | +0.70 | 2.17 | 0.00% | 0.00% | 0.00% |
| 2016-09 | +0.05% | +0.44% | 0.33% | — | — | — | +0.42 | 1.48 | 0.00% | 0.00% | 0.00% |
| 2016-08 | +0.15% | +0.39% | 0.33% | — | — | — | +0.32 | 1.05 | 0.00% | 0.00% | 0.00% |
| 2016-07 | +0.19% | +0.24% | 0.33% | — | — | — | +0.12 | 0.74 | 0.00% | 0.00% | 0.00% |
| 2016-06 | +0.26% | +0.05% | 0.33% | — | — | — | +0.18 | 0.58 | 0.00% | 0.00% | 0.00% |
| 2016-05 | +0.20% | -0.21% | 0.33% | — | — | — | — | 0.39 | — | — | — |
| 2016-04 | -0.15% | -0.41% | 0.33% | — | — | — | — | 0.26 | — | — | — |
| 2016-03 | -0.37% | -0.26% | 0.33% | — | — | — | — | 0.02 | — | — | — |
| 2016-02 | +0.11% | +0.11% | 0.33% | — | — | — | — | 0.01 | — | — | — |
| 2016-01 | +0.00% | +0.00% | 0.33% | — | — | — | — | 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.