חודשים בטווח
120
אלטשולר שחם פנסיה מקיפה למקבלי קצבה קיימים
נתונים היסטוריים מלאים עבור אלטשולר שחם פנסיה מקיפה למקבלי קצבה קיימים, 120 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 2196 | שם קרן: אלטשולר שחם פנסיה מקיפה למקבלי קצבה קיימים | 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 למקבלי קצבה קיימים ישירות למייל.
תשואה חודשית אחרונה
+1.57%
תשואה מצטברת מההתחלה
+85.20%
| 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 | +1.57% | +85.20% | 0.15% | +4.20% | 2.21 | 2.25% | -0.05 | 9.47 | 23.44% | 23.76% | 10.98% |
| 2026-04 | +1.65% | +82.33% | 0.15% | +3.72% | 2.12 | 2.22% | -0.05 | 11.88 | 13.05% | 12.96% | 6.31% |
| 2026-03 | -0.72% | +79.38% | 0.15% | +3.72% | 2.04 | 2.18% | -0.05 | 10.29 | 13.12% | 11.66% | 5.54% |
| 2026-02 | +0.05% | +80.68% | 0.15% | +3.96% | 2.46 | 2.08% | -0.05 | 10.42 | 13.63% | 14.68% | 7.29% |
| 2026-01 | +0.75% | +80.59% | 0.15% | +4.08% | 2.61 | 2.08% | -0.05 | 10.60 | 11.60% | 13.02% | 6.51% |
| 2025-12 | -0.16% | +79.24% | 0.14% | +3.96% | 2.59 | 2.08% | -0.05 | 10.35 | 11.21% | 12.27% | 6.18% |
| 2025-11 | +0.64% | +79.53% | 0.14% | +4.08% | 2.84 | 2.04% | -0.05 | 10.77 | 12.44% | 14.76% | 7.89% |
| 2025-10 | +0.52% | +78.39% | 0.14% | +4.20% | 2.86 | 2.04% | -0.05 | 11.58 | 10.97% | 15.20% | 8.12% |
| 2025-09 | +1.57% | +77.46% | 0.14% | +4.20% | 2.88 | 2.08% | -0.05 | 11.62 | 11.70% | 16.01% | 7.83% |
| 2025-08 | +0.87% | +74.72% | 0.14% | +4.20% | 2.76 | 2.04% | -0.05 | 9.83 | 11.60% | 13.53% | 5.80% |
| 2025-07 | +0.64% | +73.21% | 0.14% | +4.20% | 2.74 | 2.04% | -0.05 | 7.55 | 14.04% | 19.47% | 7.81% |
| 2025-06 | +1.19% | +72.11% | 0.14% | +4.20% | 2.76 | 2.04% | -0.05 | 7.81 | 15.11% | 21.38% | 8.19% |
| 2025-05 | +1.65% | +70.09% | 0.14% | +4.32% | 2.67 | 2.04% | -0.07 | 7.84 | 14.54% | 19.64% | 7.91% |
| 2025-04 | +0.81% | +67.33% | 0.14% | +4.20% | 2.57 | 2.01% | -0.08 | 7.87 | 12.96% | 10.67% | 4.32% |
| 2025-03 | -0.02% | +65.98% | 0.14% | +4.20% | 2.56 | 2.01% | -0.07 | 7.47 | 13.79% | 10.98% | 4.95% |
| 2025-02 | +0.26% | +66.02% | 0.14% | +4.56% | 2.60 | 2.15% | -0.07 | 8.72 | 12.16% | 10.78% | 4.82% |
| 2025-01 | +0.57% | +65.59% | 0.14% | +4.56% | 2.60 | 2.22% | -0.07 | 7.49 | 15.09% | 13.89% | 6.94% |
| 2024-12 | +0.18% | +64.65% | 0.13% | +4.56% | 2.62 | 2.22% | -0.07 | 8.06 | 14.52% | 13.40% | 6.20% |
| 2024-11 | +0.91% | +64.35% | 0.13% | +4.56% | 2.73 | 2.22% | -0.07 | 8.09 | 14.83% | 14.71% | 5.93% |
| 2024-10 | +0.06% | +62.87% | 0.13% | +4.80% | 2.70 | 2.22% | -0.07 | 8.07 | 13.75% | 13.88% | 6.07% |
| 2024-09 | +1.70% | +62.77% | 0.13% | +4.92% | 2.88 | 2.18% | -0.07 | 8.10 | 12.96% | 13.46% | 6.42% |
| 2024-08 | +0.82% | +60.05% | 0.13% | — | 2.72 | 2.15% | -0.07 | 8.13 | 13.28% | 13.65% | 5.90% |
| 2024-07 | +0.56% | +58.75% | 0.13% | +4.68% | 2.73 | 2.15% | -0.07 | 8.15 | 13.13% | 10.43% | 4.05% |
| 2024-06 | +0.90% | +57.86% | 0.13% | +4.68% | 2.72 | 2.18% | +0.34 | 7.70 | 14.81% | 12.60% | 4.94% |
| 2024-05 | +1.51% | +56.46% | 0.13% | +4.80% | 2.70 | 2.22% | -0.07 | 7.83 | 12.90% | 10.73% | 4.60% |
| 2024-04 | +0.45% | +54.13% | 0.13% | +4.68% | 2.59 | 2.18% | -0.24 | 7.37 | 13.84% | 11.40% | 4.48% |
| 2024-03 | +1.31% | +53.44% | 0.13% | +4.68% | 2.65 | 2.22% | -0.03 | 7.40 | 14.05% | 12.84% | 5.27% |
| 2024-02 | +0.89% | +51.45% | 0.13% | +4.68% | 2.57 | 2.18% | -0.56 | 7.55 | 14.17% | 11.39% | 5.03% |
| 2024-01 | +0.33% | +50.12% | 0.13% | +4.80% | 2.54 | 2.18% | +0.00 | 7.54 | 14.85% | 12.07% | 4.64% |
| 2023-12 | +0.73% | +49.63% | 0.13% | +4.80% | 2.64 | 2.18% | -0.24 | 8.04 | 14.43% | 11.69% | 4.85% |
| 2023-11 | +1.52% | +48.54% | 0.13% | +4.92% | 2.54 | 2.25% | -0.19 | 8.07 | 14.62% | 11.77% | 4.83% |
| 2023-10 | +0.14% | +46.32% | 0.13% | +4.92% | 2.46 | 2.18% | -0.05 | 8.12 | 14.41% | 11.70% | 3.69% |
| 2023-09 | +0.35% | +46.11% | 0.13% | +4.80% | 2.55 | 2.22% | -0.07 | 8.29 | 13.75% | 10.74% | 3.98% |
| 2023-08 | +0.46% | +45.60% | 0.13% | +4.80% | 2.62 | 2.22% | -0.07 | 8.32 | 14.42% | 11.30% | 4.69% |
| 2023-07 | +1.11% | +44.94% | 0.13% | +4.80% | 2.68 | 2.22% | -0.08 | 8.35 | 14.97% | 11.38% | 5.03% |
| 2023-06 | +1.02% | +43.34% | 0.13% | +4.92% | 2.62 | 2.18% | +0.37 | 8.33 | 14.29% | 12.00% | 4.20% |
| 2023-05 | +1.05% | +41.90% | 0.13% | +4.92% | 2.58 | 2.18% | -0.19 | 8.34 | 12.83% | 10.67% | 4.32% |
| 2023-04 | +1.19% | +40.42% | 0.13% | +4.92% | 2.54 | 2.18% | -0.12 | 7.88 | 14.09% | 11.68% | 4.70% |
| 2023-03 | +0.80% | +38.77% | 0.13% | +4.80% | 2.47 | 2.18% | -0.28 | 7.98 | 14.54% | 12.16% | 5.51% |
| 2023-02 | +0.37% | +37.67% | 0.13% | +4.80% | 2.42 | 2.18% | -0.63 | 8.04 | 14.55% | 11.32% | 4.35% |
| 2023-01 | +1.36% | +37.16% | 0.13% | +4.80% | 2.45 | 2.18% | +0.00 | 8.28 | 15.70% | 12.32% | 7.49% |
| 2022-12 | -0.33% | +35.32% | 0.12% | +4.68% | 2.36 | 2.15% | -1.33 | 8.79 | 14.11% | 10.81% | 5.69% |
| 2022-11 | +1.50% | +35.77% | 0.12% | +4.80% | 2.59 | 2.11% | -0.04 | 8.87 | 16.12% | 12.63% | 5.64% |
| 2022-10 | +1.22% | +33.76% | 0.12% | +4.56% | 2.50 | 2.08% | -1.92 | 10.04 | 14.04% | 10.76% | 1.10% |
| 2022-09 | -1.15% | +32.15% | 0.12% | +4.56% | 2.42 | 2.04% | -0.74 | 9.98 | 15.43% | 12.32% | 2.30% |
| 2022-08 | +0.79% | +33.69% | 0.12% | +4.80% | 3.01 | 1.91% | -0.93 | 12.04 | 14.53% | 11.63% | 2.74% |
| 2022-07 | +1.64% | +32.64% | 0.12% | +4.68% | 2.95 | 1.91% | -0.42 | 12.42 | 13.12% | 10.63% | 4.67% |
| 2022-06 | -0.16% | +30.50% | 0.12% | +4.56% | 2.88 | 1.84% | -0.66 | 13.18 | 12.97% | 10.77% | 4.70% |
| 2022-05 | +0.27% | +30.71% | 0.12% | +4.44% | 2.92 | 1.87% | +1.09 | 13.31 | 13.22% | 11.27% | 5.48% |
| 2022-04 | -0.28% | +30.36% | 0.12% | +4.20% | 2.91 | 1.87% | -0.37 | 13.54 | 13.22% | 11.08% | 5.24% |
| 2022-03 | +0.84% | +30.72% | 0.12% | +4.44% | 3.12 | 1.87% | -0.27 | 14.07 | 12.15% | 10.09% | 5.26% |
| 2022-02 | +0.20% | +29.64% | 0.12% | +4.44% | 3.05 | 1.84% | -0.30 | 13.59 | 13.39% | 11.26% | 4.64% |
| 2022-01 | -0.54% | +29.38% | 0.12% | +4.20% | 2.95 | 1.94% | -0.10 | 13.63 | 15.48% | 13.35% | 4.18% |
| 2021-12 | +0.27% | +30.08% | 0.13% | +4.44% | 3.14 | 1.94% | -0.32 | 14.02 | 13.91% | 11.77% | 3.99% |
| 2021-11 | +0.68% | +29.73% | 0.13% | +4.44% | 3.10 | 1.94% | +0.05 | 14.11 | 13.82% | 11.69% | 3.76% |
| 2021-10 | +1.60% | +28.85% | 0.13% | +3.72% | 2.78 | 2.15% | -0.03 | 14.32 | 13.83% | 11.80% | 4.33% |
| 2021-09 | -0.11% | +26.82% | 0.13% | +3.48% | 2.62 | 2.11% | -0.76 | 14.05 | 14.02% | 12.10% | 6.55% |
| 2021-08 | +1.09% | +26.96% | 0.13% | +3.48% | 2.60 | 2.18% | -0.12 | 14.09 | 14.48% | 12.56% | 7.03% |
| 2021-07 | +0.49% | +25.59% | 0.13% | +3.24% | 2.45 | 2.18% | +0.28 | 14.68 | 13.28% | 11.51% | 5.31% |
| 2021-06 | +0.74% | +24.98% | 0.13% | +3.24% | 2.42 | 2.18% | -0.12 | 14.74 | 13.70% | 11.87% | 5.50% |
| 2021-05 | +0.64% | +24.06% | 0.13% | +3.24% | 2.38 | 2.22% | +0.33 | 14.87 | 13.58% | 11.77% | 5.99% |
| 2021-04 | +1.21% | +23.27% | 0.13% | — | — | — | -0.31 | 14.37 | 13.43% | 11.55% | 6.19% |
| 2021-03 | +0.96% | +21.80% | 0.13% | — | — | — | -0.13 | 13.86 | 15.01% | 13.13% | 8.08% |
| 2021-02 | +0.41% | +20.64% | 0.13% | — | — | — | +0.10 | 14.06 | 12.94% | 11.24% | 7.82% |
| 2021-01 | +0.46% | +20.15% | 0.13% | — | — | — | -0.30 | 14.15 | 12.86% | 11.17% | 6.22% |
| 2020-12 | +0.47% | +19.60% | 0.17% | — | — | — | +0.23 | 13.95 | 10.97% | 9.03% | 6.38% |
| 2020-11 | +1.26% | +19.04% | 0.17% | — | — | — | +0.95 | 14.21 | 9.64% | 7.67% | 5.98% |
| 2020-10 | +0.22% | +17.56% | 0.17% | — | — | — | -0.09 | 13.81 | 8.83% | 6.95% | 5.65% |
| 2020-09 | +0.07% | +17.30% | 0.17% | — | — | — | -0.77 | 12.84 | 9.42% | 7.55% | 6.46% |
| 2020-08 | +0.96% | +17.22% | 0.17% | — | — | — | -0.27 | 12.93 | 11.29% | 9.28% | 6.50% |
| 2020-07 | +0.76% | +16.10% | 0.17% | — | — | — | -0.56 | 13.65 | 9.01% | 7.25% | 5.79% |
| 2020-06 | +0.22% | +15.23% | 0.17% | — | — | — | -0.18 | 13.69 | 7.96% | 6.36% | 5.62% |
| 2020-05 | +0.38% | +14.98% | 0.17% | — | — | — | +1.03 | 14.28 | 8.05% | 6.30% | 5.39% |
| 2020-04 | +1.42% | +14.54% | 0.17% | — | — | — | -0.15 | 14.28 | 7.98% | 5.95% | 4.83% |
| 2020-03 | -1.02% | +12.94% | 0.17% | — | — | — | -0.50 | 13.57 | 9.29% | 6.85% | 3.91% |
| 2020-02 | -0.63% | +14.10% | 0.17% | — | — | — | +0.65 | 14.24 | 8.01% | 4.99% | 2.04% |
| 2020-01 | +0.43% | +14.82% | 0.17% | — | — | — | -0.78 | 13.98 | 9.51% | 5.01% | 3.15% |
| 2019-12 | +0.20% | +14.33% | 0.23% | — | — | — | -0.66 | 13.24 | 11.48% | 6.72% | 4.00% |
| 2019-11 | +0.96% | +14.10% | 0.23% | — | — | — | -0.35 | 15.53 | 10.75% | 6.76% | 3.48% |
| 2019-10 | +0.52% | +13.02% | 0.23% | — | — | — | -0.33 | 15.87 | 11.47% | 7.56% | 3.53% |
| 2019-09 | +0.74% | +12.43% | 0.23% | — | — | — | -0.89 | 16.05 | 12.52% | 8.72% | 3.30% |
| 2019-08 | -0.07% | +11.61% | 0.23% | — | — | — | +0.05 | 17.19 | 12.51% | 9.08% | 3.32% |
| 2019-07 | -0.03% | +11.69% | 0.23% | — | — | — | -0.21 | 16.99 | 12.83% | 9.12% | 3.53% |
| 2019-06 | +1.52% | +11.72% | 0.23% | — | — | — | +1.60 | 16.83 | 12.83% | 9.21% | 3.27% |
| 2019-05 | +0.13% | +10.05% | 0.23% | — | — | — | +0.91 | 16.76 | 10.98% | 7.46% | 3.04% |
| 2019-04 | +1.22% | +9.90% | 0.23% | — | — | — | -0.27 | 14.77 | 11.92% | 8.06% | 3.72% |
| 2019-03 | +0.53% | +8.58% | 0.23% | — | — | — | -0.68 | 13.53 | 12.79% | 8.72% | 3.77% |
| 2019-02 | +0.69% | +8.01% | 0.23% | — | — | — | -0.36 | 14.00 | 11.79% | 7.93% | 3.64% |
| 2019-01 | +1.00% | +7.27% | 0.23% | — | — | — | -0.08 | 14.36 | 13.37% | 8.15% | 3.06% |
| 2018-12 | -0.59% | +6.21% | 0.26% | — | — | — | -0.41 | 14.61 | 14.17% | 9.31% | 8.49% |
| 2018-11 | +0.72% | +6.84% | 0.26% | — | — | — | -0.15 | 18.05 | 13.35% | 8.20% | 9.09% |
| 2018-10 | -0.14% | +6.07% | 0.26% | — | — | — | -0.15 | 19.51 | 11.94% | 7.74% | 5.95% |
| 2018-09 | +0.32% | +6.22% | 0.26% | — | — | — | -2.06 | 18.36 | 12.64% | 7.84% | 6.48% |
| 2018-08 | +0.77% | +5.88% | 0.26% | — | — | — | -0.32 | 18.27 | 12.92% | 7.94% | 6.90% |
| 2018-07 | +0.63% | +5.07% | 0.26% | — | — | — | -0.21 | 20.22 | 11.33% | 7.32% | 6.23% |
| 2018-06 | +0.56% | +4.42% | 0.26% | — | — | — | -0.13 | 17.31 | 11.55% | 7.11% | 1.39% |
| 2018-05 | +1.10% | +3.83% | 0.26% | — | — | — | -0.11 | 16.36 | 13.88% | 8.56% | 1.47% |
| 2018-04 | +0.52% | +2.70% | 0.26% | — | — | — | -0.14 | 15.99 | 13.82% | 8.57% | 1.63% |
| 2018-03 | +0.08% | +2.17% | 0.26% | — | — | — | -0.11 | 15.91 | 13.45% | 8.30% | 3.33% |
| 2018-02 | +0.04% | +2.09% | 0.26% | — | — | — | -0.16 | 17.98 | 11.12% | 7.29% | 3.23% |
| 2018-01 | +0.56% | +2.05% | 0.26% | — | — | — | -0.09 | 18.01 | 9.33% | 5.50% | 2.39% |
| 2017-12 | +0.49% | +1.48% | 0.31% | — | — | — | +0.99 | 16.22 | 9.86% | 5.73% | 2.40% |
| 2017-11 | +0.54% | +0.99% | 0.31% | — | — | — | +0.73 | 15.20 | 11.64% | 6.64% | 2.57% |
| 2017-10 | +0.68% | +0.44% | 0.31% | — | — | — | +1.70 | 14.36 | 10.72% | 6.34% | 2.51% |
| 2017-09 | +0.46% | -0.23% | 0.31% | — | — | — | +1.80 | 12.56 | 10.67% | 6.29% | 2.31% |
| 2017-08 | +0.46% | -0.69% | 0.31% | — | — | — | -0.07 | 11.12 | 10.25% | 5.67% | 1.71% |
| 2017-07 | +0.33% | -1.15% | 0.31% | — | — | — | +0.19 | 11.16 | 9.86% | 5.38% | 1.61% |
| 2017-06 | -0.56% | -1.47% | 0.31% | — | — | — | +5.64 | 10.73 | 0.00% | 0.00% | 0.00% |
| 2017-05 | +0.25% | -0.92% | 0.31% | — | — | — | +0.14 | 5.00 | 0.00% | 0.00% | 0.00% |
| 2017-04 | +1.20% | -1.16% | 0.31% | — | — | — | -0.11 | 4.99 | 0.00% | 0.00% | 0.00% |
| 2017-03 | +0.63% | -2.33% | 0.31% | — | — | — | -0.06 | 4.99 | 0.00% | 0.00% | 0.00% |
| 2017-02 | -0.76% | -2.95% | 0.31% | — | — | — | -0.06 | 4.96 | 0.00% | 0.00% | 0.00% |
| 2017-01 | -0.62% | -2.20% | 0.31% | — | — | — | -0.08 | 5.08 | 0.00% | 0.00% | 0.00% |
| 2016-12 | -0.12% | -1.59% | 0.33% | — | — | — | -0.06 | 5.17 | 0.00% | 0.00% | 0.00% |
| 2016-11 | -1.55% | -1.47% | 0.33% | — | — | — | -0.05 | 5.09 | 0.00% | 0.00% | 0.00% |
| 2016-10 | -0.48% | +0.08% | 0.33% | — | — | — | +0.00 | 5.18 | 0.00% | 0.00% | 0.00% |
| 2016-09 | -0.83% | +0.56% | 0.33% | — | — | — | -0.17 | 5.34 | 0.00% | 0.00% | 0.00% |
| 2016-08 | -0.39% | +1.40% | 0.33% | — | — | — | -0.07 | 5.27 | 0.00% | 0.00% | 0.00% |
| 2016-07 | +0.75% | +1.80% | 0.33% | — | — | — | +0.00 | 5.45 | 0.00% | 0.00% | 0.00% |
| 2016-06 | +1.04% | +1.04% | 0.33% | — | — | — | +0.02 | 5.38 | 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.