חודשים בטווח
96
אלטשולר שחם פנסיה מקיפה מניות
נתונים היסטוריים מלאים עבור אלטשולר שחם פנסיה מקיפה מניות, 96 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 12419 | שם קרן: אלטשולר שחם פנסיה מקיפה מניות | 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 מניות ישירות למייל.
תשואה חודשית אחרונה
+2.53%
תשואה מצטברת מההתחלה
+118.81%
| 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 | +2.53% | +118.81% | 0.15% | -1.20% | 0.94 | 9.42% | -68.40 | 4278.30 | 67.83% | 47.37% | 21.20% |
| 2026-04 | +6.14% | +113.42% | 0.15% | -2.40% | 0.88 | 9.39% | -101.63 | 4238.79 | 66.71% | 44.05% | 21.17% |
| 2026-03 | -3.55% | +101.07% | 0.15% | -2.40% | 0.75 | 9.18% | -17.12 | 4092.20 | 66.08% | 37.79% | 16.59% |
| 2026-02 | -0.44% | +108.47% | 0.15% | -2.64% | 0.98 | 9.01% | -24.20 | 4260.24 | 68.45% | 41.89% | 18.92% |
| 2026-01 | +2.33% | +109.39% | 0.15% | -2.04% | 1.05 | 8.97% | +8.25 | 4306.26 | 67.25% | 45.17% | 19.82% |
| 2025-12 | +0.14% | +104.62% | 0.14% | -2.04% | 1.00 | 8.97% | +1.13 | 4203.02 | 69.61% | 44.81% | 19.47% |
| 2025-11 | +0.97% | +104.34% | 0.14% | -1.56% | 1.06 | 9.04% | +20.93 | 4198.91 | 66.87% | 45.09% | 21.80% |
| 2025-10 | +1.13% | +102.37% | 0.14% | -1.32% | 1.10 | 9.49% | -3.84 | 4144.63 | 65.43% | 47.32% | 23.34% |
| 2025-09 | +3.36% | +100.11% | 0.14% | -1.56% | 1.08 | 9.53% | -7.64 | 4104.71 | 71.59% | 52.69% | 24.43% |
| 2025-08 | +1.03% | +93.61% | 0.14% | -1.68% | 0.95 | 9.56% | +11.08 | 3981.31 | 70.16% | 53.90% | 23.52% |
| 2025-07 | +1.34% | +91.63% | 0.14% | -1.56% | 0.98 | 9.77% | +44.10 | 3929.40 | 64.61% | 53.37% | 24.41% |
| 2025-06 | +4.16% | +89.10% | 0.14% | -1.56% | 1.00 | 9.98% | +0.46 | 3836.32 | 70.90% | 63.40% | 26.13% |
| 2025-05 | +5.04% | +81.55% | 0.14% | +0.24% | 0.90 | 9.87% | +7.10 | 3685.43 | 66.37% | 56.34% | 23.50% |
| 2025-04 | +0.97% | +72.84% | 0.14% | +0.36% | 0.79 | 9.73% | +28.86 | 3506.17 | 65.91% | 52.48% | 20.57% |
| 2025-03 | -1.98% | +71.18% | 0.14% | +0.60% | 0.85 | 10.43% | +55.27 | 3444.86 | 67.17% | 51.17% | 21.55% |
| 2025-02 | -1.62% | +74.63% | 0.14% | -0.60% | 0.67 | 12.75% | +50.14 | 3459.00 | 68.72% | 61.32% | 23.08% |
| 2025-01 | +1.96% | +77.51% | 0.14% | -0.36% | 0.67 | 13.13% | +51.03 | 3468.57 | 66.01% | 60.88% | 25.87% |
| 2024-12 | -0.28% | +74.10% | 0.13% | -0.36% | 0.64 | 13.13% | +61.60 | 3354.25 | 65.89% | 61.57% | 24.68% |
| 2024-11 | +1.95% | +74.59% | 0.13% | +0.00% | 0.68 | 13.13% | +37.20 | 3305.91 | 70.35% | 66.55% | 25.23% |
| 2024-10 | -0.16% | +71.25% | 0.13% | +0.48% | 0.66 | 13.13% | -0.55 | 3207.62 | 65.90% | 61.38% | 24.30% |
| 2024-09 | +3.04% | +71.52% | 0.13% | +0.24% | 0.71 | 13.16% | +9.10 | 3215.38 | 67.04% | 67.79% | 31.16% |
| 2024-08 | +1.02% | +66.46% | 0.13% | — | 0.64 | 13.13% | -2.84 | 3118.11 | 72.01% | 71.79% | 29.94% |
| 2024-07 | +0.87% | +64.78% | 0.13% | +0.36% | 0.63 | 13.16% | -18.16 | 3085.08 | 71.77% | 63.13% | 27.96% |
| 2024-06 | +2.10% | +63.36% | 0.13% | +1.08% | 0.63 | 13.16% | -21.83 | 3078.95 | 73.87% | 71.20% | 31.04% |
| 2024-05 | +2.87% | +60.00% | 0.13% | +0.84% | 0.62 | 13.23% | -32.41 | 3039.41 | 70.97% | 66.52% | 31.42% |
| 2024-04 | -1.43% | +55.54% | 0.13% | +0.36% | 0.52 | 13.37% | -30.48 | 2985.15 | 69.22% | 63.38% | 29.47% |
| 2024-03 | +3.60% | +57.79% | 0.13% | +0.12% | 0.61 | 13.37% | -64.60 | 3062.42 | 73.60% | 72.55% | 34.17% |
| 2024-02 | +2.98% | +52.31% | 0.13% | +0.24% | 0.54 | 13.34% | -44.72 | 3019.32 | 75.09% | 69.29% | 33.49% |
| 2024-01 | +0.56% | +47.90% | 0.13% | +0.72% | 0.49 | 13.30% | -71.56 | 2978.39 | 74.43% | 67.82% | 31.99% |
| 2023-12 | +2.88% | +47.08% | 0.13% | +0.72% | 0.54 | 13.58% | -20.01 | 3034.69 | 75.09% | 69.05% | 33.45% |
| 2023-11 | +3.48% | +42.96% | 0.13% | +1.20% | 0.43 | 13.86% | -10.18 | 2971.67 | 73.92% | 67.85% | 35.00% |
| 2023-10 | -2.80% | +38.15% | 0.13% | +1.20% | 0.37 | 13.82% | -15.95 | 2883.59 | 73.06% | 67.33% | 29.11% |
| 2023-09 | -1.48% | +42.13% | 0.13% | +0.36% | 0.41 | 13.96% | -23.78 | 2986.39 | 72.13% | 62.74% | 29.90% |
| 2023-08 | -0.88% | +44.27% | 0.13% | -0.12% | 0.46 | 13.96% | -85.75 | 3058.88 | 73.25% | 63.93% | 33.21% |
| 2023-07 | +3.78% | +45.55% | 0.13% | +0.24% | 0.53 | 13.96% | -92.30 | 3167.66 | 71.14% | 62.66% | 32.61% |
| 2023-06 | +3.27% | +40.25% | 0.13% | +0.24% | 0.47 | 13.93% | -76.96 | 3107.43 | 72.79% | 67.37% | 31.83% |
| 2023-05 | +0.48% | +35.81% | 0.13% | -0.24% | 0.39 | 13.89% | -14.83 | 3037.23 | 69.93% | 65.77% | 33.84% |
| 2023-04 | +2.75% | +35.16% | 0.13% | — | — | — | -37.04 | 3039.62 | 74.40% | 69.21% | 33.51% |
| 2023-03 | +0.16% | +31.54% | 0.13% | — | — | — | -52.81 | 2983.02 | 74.14% | 69.56% | 31.80% |
| 2023-02 | -0.97% | +31.33% | 0.13% | — | — | — | -121.26 | 3033.90 | 73.06% | 71.12% | 30.68% |
| 2023-01 | +3.87% | +32.62% | 0.13% | — | — | — | -37.49 | 3186.74 | 78.09% | 74.80% | 38.51% |
| 2022-12 | -3.42% | +27.68% | 0.12% | — | — | — | -70.09 | 3107.92 | 71.71% | 67.82% | 33.81% |
| 2022-11 | +3.14% | +32.20% | 0.12% | — | — | — | -43.59 | 3299.19 | 75.18% | 66.35% | 30.46% |
| 2022-10 | +3.87% | +28.17% | 0.12% | — | — | — | -39.55 | 3240.25 | 78.00% | 67.59% | 22.50% |
| 2022-09 | -6.14% | +23.40% | 0.12% | — | — | — | -36.48 | 3159.92 | 71.89% | 62.41% | 21.88% |
| 2022-08 | -2.12% | +31.47% | 0.12% | — | — | — | -68.18 | 3410.29 | 79.35% | 69.55% | 24.42% |
| 2022-07 | +5.73% | +34.32% | 0.12% | — | — | — | -72.50 | 3559.66 | 70.64% | 61.26% | 29.88% |
| 2022-06 | -5.39% | +27.04% | 0.12% | — | — | — | -22.63 | 3439.44 | 78.39% | 70.75% | 30.82% |
| 2022-05 | -2.61% | +34.27% | 0.12% | — | — | — | -13.49 | 3666.06 | 79.87% | 75.03% | 33.50% |
| 2022-04 | -3.29% | +37.87% | 0.12% | — | — | — | +6.02 | 3769.79 | 80.84% | 77.29% | 34.68% |
| 2022-03 | +0.81% | +42.56% | 0.12% | — | — | — | -33.07 | 3892.78 | 71.31% | 68.21% | 37.29% |
| 2022-02 | -0.95% | +41.42% | 0.12% | — | — | — | +68.16 | 3798.37 | 82.44% | 78.71% | 35.55% |
| 2022-01 | -3.43% | +42.77% | 0.12% | — | — | — | +112.01 | 3770.39 | 84.12% | 80.87% | 24.24% |
| 2021-12 | +1.80% | +47.84% | 0.13% | — | — | — | +142.97 | 3794.54 | 83.14% | 78.67% | 19.27% |
| 2021-11 | -0.47% | +45.23% | 0.13% | — | — | — | +154.33 | 3588.43 | 84.94% | 81.24% | 19.32% |
| 2021-10 | +4.35% | +45.92% | 0.13% | — | — | — | +203.07 | 3453.22 | 77.39% | 76.11% | 23.53% |
| 2021-09 | -3.01% | +39.83% | 0.13% | — | — | — | +133.44 | 3113.86 | 79.88% | 77.04% | 20.68% |
| 2021-08 | +0.93% | +44.17% | 0.13% | — | — | — | +220.15 | 3078.87 | 79.89% | 76.36% | 24.29% |
| 2021-07 | -0.36% | +42.84% | 0.13% | — | — | — | +214.93 | 2830.51 | 74.81% | 72.26% | 25.81% |
| 2021-06 | +1.22% | +43.36% | 0.13% | — | — | — | +223.06 | 2631.29 | 78.88% | 77.43% | 34.86% |
| 2021-05 | +0.81% | +41.63% | 0.13% | — | — | — | +191.25 | 2379.52 | 83.97% | 83.31% | 35.49% |
| 2021-04 | +4.28% | +40.50% | 0.13% | — | — | — | +177.31 | 2170.58 | 84.60% | 80.73% | 33.80% |
| 2021-03 | +2.07% | +34.73% | 0.13% | — | — | — | +185.10 | 1911.38 | 91.26% | 86.66% | 41.99% |
| 2021-02 | +1.42% | +32.00% | 0.13% | — | — | — | +157.71 | 1687.58 | 95.18% | 95.20% | 44.53% |
| 2021-01 | +1.92% | +30.15% | 0.13% | — | — | — | +163.13 | 1514.42 | 100.73% | 99.78% | 44.75% |
| 2020-12 | +3.56% | +27.70% | 0.17% | — | — | — | +157.67 | 1328.66 | 97.93% | 87.60% | 42.92% |
| 2020-11 | +7.31% | +23.31% | 0.17% | — | — | — | +103.45 | 1131.66 | 95.31% | 84.63% | 45.82% |
| 2020-10 | -0.32% | +14.91% | 0.17% | — | — | — | +73.28 | 958.98 | 101.42% | 89.62% | 46.25% |
| 2020-09 | -2.29% | +15.28% | 0.17% | — | — | — | +50.79 | 891.55 | 100.14% | 89.67% | 47.36% |
| 2020-08 | +5.19% | +17.98% | 0.17% | — | — | — | +61.88 | 860.98 | 101.72% | 91.67% | 45.56% |
| 2020-07 | +5.61% | +12.16% | 0.17% | — | — | — | +41.01 | 754.76 | 92.88% | 82.62% | 42.72% |
| 2020-06 | +1.49% | +6.20% | 0.17% | — | — | — | +58.84 | 679.90 | 83.73% | 76.79% | 40.07% |
| 2020-05 | +2.79% | +4.64% | 0.17% | — | — | — | +89.65 | 613.31 | 77.38% | 66.69% | 33.13% |
| 2020-04 | +9.20% | +1.80% | 0.17% | — | — | — | +75.33 | 508.04 | 77.64% | 61.43% | 27.78% |
| 2020-03 | -15.64% | -6.78% | 0.17% | — | — | — | +24.99 | 402.38 | 86.02% | 61.43% | 22.31% |
| 2020-02 | -6.60% | +10.51% | 0.17% | — | — | — | +60.18 | 436.99 | 92.40% | 70.11% | 25.66% |
| 2020-01 | +1.07% | +18.32% | 0.17% | — | — | — | +63.42 | 408.75 | 86.25% | 59.13% | 27.99% |
| 2019-12 | +1.41% | +17.06% | 0.23% | — | — | — | +54.29 | 342.37 | 89.70% | 60.64% | 26.96% |
| 2019-11 | +2.78% | +15.43% | 0.23% | — | — | — | +40.82 | 280.24 | 90.67% | 58.82% | 24.54% |
| 2019-10 | +2.38% | +12.31% | 0.23% | — | — | — | +21.43 | 232.81 | 91.19% | 62.24% | 24.55% |
| 2019-09 | +2.29% | +9.70% | 0.23% | — | — | — | +30.23 | 206.58 | 98.86% | 68.36% | 24.79% |
| 2019-08 | -1.35% | +7.25% | 0.23% | — | — | — | +27.75 | 172.18 | 99.48% | 76.87% | 24.04% |
| 2019-07 | +0.80% | +8.71% | 0.23% | — | — | — | +32.21 | 146.29 | 91.52% | 76.30% | 21.46% |
| 2019-06 | +4.17% | +7.85% | 0.23% | — | — | — | +25.17 | 113.57 | 91.22% | 75.41% | 17.42% |
| 2019-05 | -3.63% | +3.53% | 0.23% | — | — | — | +12.49 | 86.08 | 72.46% | 53.04% | 17.10% |
| 2019-04 | +3.69% | +7.43% | 0.23% | — | — | — | +13.87 | 76.61 | 84.24% | 64.70% | 19.74% |
| 2019-03 | +1.00% | +3.61% | 0.23% | — | — | — | +12.03 | 60.48 | 92.66% | 69.73% | 19.43% |
| 2019-02 | +2.49% | +2.58% | 0.23% | — | — | — | +9.15 | 47.95 | 89.82% | 60.92% | 18.12% |
| 2019-01 | +6.83% | +0.09% | 0.23% | — | — | — | +10.11 | 37.86 | 84.55% | 51.61% | 22.95% |
| 2018-12 | -5.79% | -6.31% | — | — | — | — | +6.75 | 25.64 | 90.09% | 58.50% | 22.43% |
| 2018-11 | +1.14% | -0.55% | — | — | — | — | +4.69 | 20.26 | 81.84% | 50.10% | 35.09% |
| 2018-10 | -5.15% | -1.67% | — | — | — | — | +4.05 | 15.29 | 93.92% | 63.05% | 29.56% |
| 2018-09 | -0.45% | +3.67% | — | — | — | — | +1.15 | 12.02 | 91.35% | 63.39% | 24.21% |
| 2018-08 | +3.05% | +4.14% | — | — | — | — | +2.85 | 10.93 | 87.56% | 58.37% | 30.47% |
| 2018-07 | +2.49% | +1.06% | — | — | — | — | +1.70 | 7.79 | 92.81% | 54.43% | 28.24% |
| 2018-06 | -1.40% | -1.40% | — | — | — | — | +6.01 | 5.92 | 76.86% | 41.89% | 30.91% |
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.