חודשים בטווח
125
אלטשולר שחם גמל לעמיתי חבר לבני 50-60
נתונים היסטוריים מלאים עבור אלטשולר שחם גמל לעמיתי חבר לבני 50-60, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9845 | שם קרן: אלטשולר שחם גמל לעמיתי חבר לבני 50-60 | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: אלטשולר שחם פיננסים בע"מ | חברה מנהלת: אלטשולר שחם גמל ופנסיה בע"מ | אוכלוסיית יעד: עובדי סקטור מסויים | התמחות: מדרגות | תת התמחות: 50-60.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אלטשולר שחם גמל לעמיתי חבר לבני 50-60 ישירות למייל.
תשואה חודשית אחרונה
+1.87%
תשואה מצטברת מההתחלה
+78.83%
| 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 | +1.87% | +78.83% | 0.29% | -1.80% | 0.76 | 6.55% | -7.42 | 438.63 | 51.97% | 46.53% | 20.71% |
| 2026-04 | +4.37% | +75.55% | 0.29% | -2.40% | 0.70 | 6.53% | -2.71 | 437.99 | 49.54% | 44.64% | 19.68% |
| 2026-03 | -3.00% | +68.20% | 0.29% | -2.64% | 0.55 | 6.32% | -6.89 | 422.33 | 46.86% | 39.36% | 15.94% |
| 2026-02 | -0.15% | +73.40% | 0.29% | -2.52% | 0.83 | 6.14% | -5.86 | 442.49 | 48.17% | 40.33% | 17.54% |
| 2026-01 | +1.75% | +73.66% | 0.29% | -2.04% | 0.89 | 6.14% | -3.37 | 449.15 | 46.72% | 40.89% | 17.80% |
| 2025-12 | +0.13% | +70.68% | 0.29% | -2.16% | 0.84 | 6.12% | -4.75 | 444.89 | 47.17% | 40.87% | 17.56% |
| 2025-11 | +0.58% | +70.46% | 0.29% | -1.92% | 0.89 | 6.14% | -1.31 | 449.16 | 44.97% | 41.76% | 19.84% |
| 2025-10 | +1.30% | +69.47% | 0.29% | -1.80% | 0.94 | 6.39% | -5.13 | 448.01 | 43.53% | 43.18% | 20.77% |
| 2025-09 | +2.38% | +67.30% | 0.29% | -1.92% | 0.90 | 6.38% | +0.02 | 447.48 | 48.62% | 48.94% | 21.33% |
| 2025-08 | +1.22% | +63.41% | 0.29% | -1.92% | 0.77 | 6.41% | -5.12 | 437.17 | 47.05% | 49.82% | 20.14% |
| 2025-07 | +0.75% | +61.44% | 0.29% | -2.04% | 0.77 | 6.49% | -11.43 | 437.06 | 47.02% | 64.49% | 22.46% |
| 2025-06 | +3.41% | +60.24% | 0.29% | -2.04% | 0.79 | 6.54% | -1.54 | 445.31 | 50.12% | 59.53% | 22.32% |
| 2025-05 | +3.02% | +54.95% | 0.29% | -1.68% | 0.64 | 6.44% | -3.91 | 432.24 | 48.75% | 54.66% | 21.49% |
| 2025-04 | +0.70% | +50.41% | 0.29% | -1.68% | 0.54 | 6.35% | -4.28 | 423.50 | 47.33% | 48.16% | 19.21% |
| 2025-03 | -1.25% | +49.37% | 0.29% | -1.56% | 0.60 | 6.78% | -1.37 | 424.97 | 47.77% | 48.37% | 19.83% |
| 2025-02 | -0.92% | +51.26% | 0.29% | -1.80% | 0.48 | 8.13% | -2.94 | 431.82 | 48.34% | 56.74% | 21.72% |
| 2025-01 | +1.47% | +52.66% | 0.29% | -0.72% | 0.52 | 8.20% | -2.70 | 438.88 | 47.87% | 58.85% | 24.46% |
| 2024-12 | -0.31% | +50.45% | 0.29% | -0.96% | 0.47 | 8.19% | +0.76 | 435.30 | 47.50% | 59.03% | 23.14% |
| 2024-11 | +1.62% | +50.92% | 0.29% | -0.60% | 0.52 | 8.19% | +0.64 | 435.99 | 47.81% | 59.64% | 22.44% |
| 2024-10 | -0.22% | +48.51% | 0.29% | -0.60% | 0.47 | 8.17% | -0.39 | 428.51 | 45.93% | 52.65% | 22.12% |
| 2024-09 | +2.19% | +48.84% | 0.29% | -0.72% | 0.52 | 8.17% | -0.47 | 429.82 | 47.08% | 53.91% | 24.53% |
| 2024-08 | +0.81% | +45.65% | 0.29% | — | 0.44 | 8.14% | +0.56 | 421.16 | 49.95% | 55.07% | 23.53% |
| 2024-07 | +0.76% | +44.48% | 0.29% | -0.60% | 0.44 | 8.16% | +0.93 | 417.31 | 49.68% | 48.03% | 22.41% |
| 2024-06 | +1.28% | +43.39% | 0.29% | -0.24% | 0.43 | 8.16% | -3.60 | 413.33 | 52.45% | 56.07% | 25.26% |
| 2024-05 | +2.15% | +41.58% | 0.29% | -0.48% | 0.42 | 8.17% | -2.28 | 411.76 | 48.88% | 55.14% | 24.87% |
| 2024-04 | -1.10% | +38.60% | 0.29% | -0.60% | 0.33 | 8.16% | -0.52 | 405.41 | 47.50% | 52.23% | 22.97% |
| 2024-03 | +2.42% | +40.14% | 0.29% | -0.72% | 0.42 | 8.15% | -6.45 | 410.54 | 51.35% | 56.40% | 26.44% |
| 2024-02 | +1.81% | +36.83% | 0.29% | -0.72% | 0.34 | 8.10% | -4.77 | 407.30 | 51.48% | 59.70% | 25.81% |
| 2024-01 | +0.34% | +34.39% | 0.29% | -0.60% | 0.30 | 8.08% | -2.03 | 404.88 | 50.19% | 61.17% | 25.69% |
| 2023-12 | +2.29% | +33.94% | 0.42% | -0.84% | 0.33 | 8.14% | -1.86 | 405.61 | 50.95% | 61.46% | 25.87% |
| 2023-11 | +2.78% | +30.94% | 0.42% | -0.48% | 0.21 | 8.22% | -4.00 | 398.43 | 47.76% | 62.69% | 24.61% |
| 2023-10 | -1.79% | +27.40% | 0.42% | -0.60% | 0.12 | 8.15% | -7.91 | 391.65 | 45.08% | 64.28% | 20.94% |
| 2023-09 | -1.46% | +29.72% | 0.42% | -0.84% | 0.19 | 8.15% | +1.78 | 406.83 | 42.32% | 58.47% | 20.75% |
| 2023-08 | -0.38% | +31.64% | 0.42% | -0.84% | 0.28 | 8.11% | -4.18 | 411.17 | 43.34% | 58.35% | 22.61% |
| 2023-07 | +2.50% | +32.14% | 0.42% | -0.84% | 0.33 | 8.11% | -6.08 | 417.06 | 42.37% | 54.52% | 22.11% |
| 2023-06 | +1.70% | +28.92% | 0.42% | -0.84% | 0.26 | 8.07% | -5.06 | 413.00 | 44.67% | 57.07% | 21.77% |
| 2023-05 | +0.25% | +26.77% | 0.42% | -0.96% | 0.20 | 8.04% | -3.51 | 411.14 | 44.09% | 54.72% | 23.21% |
| 2023-04 | +1.04% | +26.45% | 0.42% | -0.96% | 0.21 | 8.04% | -0.42 | 413.71 | 46.32% | 49.92% | 23.08% |
| 2023-03 | +0.29% | +25.15% | 0.42% | -1.08% | 0.20 | 8.04% | +0.95 | 409.98 | 41.34% | 50.61% | 22.15% |
| 2023-02 | -0.89% | +24.79% | 0.42% | -0.84% | 0.19 | 8.06% | -1.02 | 407.91 | 41.38% | 52.07% | 21.23% |
| 2023-01 | +2.01% | +25.91% | 0.42% | -0.84% | 0.23 | 8.06% | -2.13 | 412.71 | 42.15% | 50.33% | 25.21% |
| 2022-12 | -1.88% | +23.43% | 0.42% | -0.84% | 0.18 | 8.03% | -4.24 | 406.80 | 40.84% | 48.83% | 21.41% |
| 2022-11 | +2.11% | +25.79% | 0.42% | -0.72% | 0.28 | 7.98% | -6.76 | 419.05 | 41.18% | 46.28% | 18.79% |
| 2022-10 | +2.05% | +23.19% | 0.42% | -1.20% | 0.21 | 7.94% | -3.52 | 417.23 | 42.57% | 46.87% | 13.11% |
| 2022-09 | -4.12% | +20.72% | 0.42% | -1.08% | 0.15 | 7.90% | +1.21 | 412.47 | 42.02% | 47.09% | 12.37% |
| 2022-08 | -2.02% | +25.91% | 0.42% | -1.08% | 0.34 | 7.65% | -6.23 | 429.16 | 46.23% | 48.30% | 12.68% |
| 2022-07 | +3.83% | +28.50% | 0.42% | -1.08% | 0.45 | 7.57% | -11.19 | 444.36 | 48.81% | 51.08% | 18.19% |
| 2022-06 | -4.61% | +23.76% | 0.42% | -1.32% | 0.31 | 7.42% | -3.16 | 439.16 | 53.33% | 56.39% | 18.35% |
| 2022-05 | -2.20% | +29.74% | 0.42% | -0.60% | 0.55 | 7.09% | -7.72 | 463.92 | 54.79% | 59.09% | 20.45% |
| 2022-04 | -1.92% | +32.66% | 0.42% | -0.72% | 0.69 | 7.00% | -2.33 | 482.50 | 52.14% | 56.85% | 20.90% |
| 2022-03 | +0.30% | +35.26% | 0.42% | -0.60% | 0.82 | 6.92% | +4.41 | 494.49 | 48.68% | 52.36% | 22.13% |
| 2022-02 | -0.26% | +34.85% | 0.42% | -0.72% | 0.82 | 6.92% | +8.39 | 488.58 | 55.16% | 58.31% | 20.31% |
| 2022-01 | -2.45% | +35.20% | 0.42% | -0.72% | 0.85 | 6.91% | +25.11 | 481.61 | 56.44% | 59.21% | 16.57% |
| 2021-12 | +1.82% | +38.60% | 0.41% | -0.24% | 1.00 | 6.79% | +8.94 | 468.31 | 51.15% | 49.18% | 16.30% |
| 2021-11 | -0.04% | +36.12% | 0.41% | -0.48% | 0.94 | 6.76% | -0.92 | 451.46 | 51.79% | 49.66% | 15.75% |
| 2021-10 | +2.54% | +36.18% | 0.41% | -0.36% | 0.96 | 6.76% | +0.99 | 452.52 | 49.24% | 45.92% | 17.73% |
| 2021-09 | -1.47% | +32.80% | 0.41% | -0.48% | 0.86 | 6.70% | -3.21 | 440.80 | 47.55% | 38.83% | 17.47% |
| 2021-08 | +1.11% | +34.79% | 0.41% | +0.00% | 0.94 | 6.66% | -5.84 | 465.53 | 47.19% | 39.61% | 18.25% |
| 2021-07 | +0.01% | +33.31% | 0.41% | +0.36% | 0.90 | 6.65% | -4.10 | 466.62 | 46.34% | 37.46% | 19.69% |
| 2021-06 | +0.46% | +33.29% | 0.41% | +0.36% | 0.93 | 6.68% | +1.14 | 470.88 | 46.61% | 40.45% | 22.36% |
| 2021-05 | +1.33% | +32.68% | 0.41% | +0.24% | 0.91 | 6.69% | -1.46 | 467.09 | 49.26% | 39.23% | 21.76% |
| 2021-04 | +1.95% | +30.94% | 0.41% | +0.36% | 0.87 | 6.68% | -7.00 | 465.96 | 49.61% | 40.51% | 21.35% |
| 2021-03 | +1.58% | +28.44% | 0.41% | +0.12% | 0.80 | 6.65% | -4.78 | 461.49 | 49.98% | 40.99% | 21.82% |
| 2021-02 | +1.12% | +26.44% | 0.41% | +0.24% | 0.75 | 6.64% | -5.89 | 459.05 | 47.92% | 39.24% | 22.13% |
| 2021-01 | +0.94% | +25.04% | 0.41% | -0.24% | 0.70 | 6.65% | -4.50 | 459.96 | 46.65% | 38.31% | 21.02% |
| 2020-12 | +1.79% | +23.87% | 0.42% | -0.12% | 0.65 | 6.68% | -3.42 | 460.94 | 43.97% | 35.98% | 21.83% |
| 2020-11 | +4.51% | +21.69% | 0.42% | — | — | — | -0.90 | 456.16 | 40.98% | 34.08% | 21.69% |
| 2020-10 | +0.21% | +16.44% | 0.42% | — | — | — | -2.29 | 437.70 | 37.85% | 32.15% | 21.05% |
| 2020-09 | -1.62% | +16.20% | 0.42% | — | — | — | -3.19 | 440.55 | 36.29% | 30.95% | 21.81% |
| 2020-08 | +2.88% | +18.11% | 0.42% | — | — | — | -3.29 | 450.97 | 37.12% | 30.69% | 21.54% |
| 2020-07 | +2.42% | +14.81% | 0.42% | — | — | — | -3.95 | 442.25 | 39.89% | 33.96% | 22.01% |
| 2020-06 | -0.65% | +12.09% | 0.42% | — | — | — | -2.10 | 436.08 | 37.94% | 32.20% | 21.63% |
| 2020-05 | +1.50% | +12.83% | 0.42% | — | — | — | -2.67 | 441.09 | 39.75% | 33.03% | 22.56% |
| 2020-04 | +5.80% | +11.16% | 0.42% | — | — | — | -0.75 | 437.60 | 39.30% | 31.56% | 20.48% |
| 2020-03 | -9.59% | +5.07% | 0.42% | — | — | — | -2.15 | 415.26 | 37.00% | 30.33% | 18.68% |
| 2020-02 | -2.33% | +16.21% | 0.42% | — | — | — | -2.57 | 460.67 | 37.58% | 28.75% | 18.32% |
| 2020-01 | +0.00% | +18.98% | 0.42% | — | — | — | -2.10 | 474.39 | 37.55% | 29.52% | 19.50% |
| 2019-12 | +0.72% | +18.98% | 0.43% | — | — | — | -1.58 | 476.64 | 36.13% | 27.97% | 18.51% |
| 2019-11 | +0.76% | +18.13% | 0.43% | — | — | — | -2.02 | 474.97 | 34.95% | 27.16% | 19.97% |
| 2019-10 | +1.12% | +17.24% | 0.43% | — | — | — | -1.27 | 473.55 | 34.67% | 26.69% | 19.71% |
| 2019-09 | +1.32% | +15.94% | 0.43% | — | — | — | +0.48 | 469.72 | 33.81% | 25.97% | 19.28% |
| 2019-08 | -0.66% | +14.43% | 0.43% | — | — | — | -0.12 | 463.28 | 33.24% | 25.84% | 19.21% |
| 2019-07 | +0.61% | +15.19% | 0.43% | — | — | — | -0.50 | 466.63 | 35.68% | 27.10% | 19.99% |
| 2019-06 | +1.73% | +14.49% | 0.43% | — | — | — | -3.00 | 464.44 | 35.69% | 27.46% | 20.06% |
| 2019-05 | -1.08% | +12.55% | 0.43% | — | — | — | -0.56 | 459.68 | 34.94% | 27.03% | 18.59% |
| 2019-04 | +1.56% | +13.78% | 0.43% | — | — | — | +0.70 | 465.42 | 35.65% | 27.64% | 18.99% |
| 2019-03 | +0.72% | +12.03% | 0.43% | — | — | — | -2.11 | 457.75 | 35.48% | 27.57% | 18.60% |
| 2019-02 | +1.06% | +11.23% | 0.43% | — | — | — | -2.42 | 456.72 | 35.10% | 27.30% | 18.27% |
| 2019-01 | +2.64% | +10.06% | 0.43% | — | — | — | -1.27 | 454.50 | 35.42% | 27.56% | 18.01% |
| 2018-12 | -2.89% | +7.23% | 0.43% | — | — | — | -0.47 | 444.22 | 34.49% | 27.90% | 17.42% |
| 2018-11 | +0.39% | +10.42% | 0.43% | — | — | — | -2.37 | 457.83 | 36.77% | 29.25% | 18.80% |
| 2018-10 | -1.85% | +9.99% | 0.43% | — | — | — | -0.57 | 458.53 | 35.81% | 28.89% | 18.68% |
| 2018-09 | +0.09% | +12.06% | 0.43% | — | — | — | -0.64 | 468.25 | 36.91% | 29.11% | 19.05% |
| 2018-08 | +1.08% | +11.96% | 0.43% | — | — | — | -4.67 | 468.44 | 36.44% | 29.03% | 18.90% |
| 2018-07 | +1.38% | +10.77% | 0.43% | — | — | — | -0.73 | 468.17 | 36.05% | 29.34% | 19.19% |
| 2018-06 | -0.11% | +9.26% | 0.43% | — | — | — | -2.75 | 462.78 | 36.50% | 29.20% | 18.56% |
| 2018-05 | +0.25% | +9.38% | 0.43% | — | — | — | -2.72 | 466.14 | 36.48% | 28.93% | 18.36% |
| 2018-04 | +0.85% | +9.11% | 0.43% | — | — | — | -1.48 | 468.08 | 36.25% | 29.26% | 18.37% |
| 2018-03 | -0.79% | +8.19% | 0.43% | — | — | — | -2.20 | 465.75 | 35.76% | 28.57% | 17.81% |
| 2018-02 | -1.06% | +9.05% | 0.43% | — | — | — | -0.78 | 471.82 | 36.29% | 28.96% | 17.77% |
| 2018-01 | +1.26% | +10.22% | 0.43% | — | — | — | -0.11 | 477.82 | 36.19% | 28.65% | 17.65% |
| 2017-12 | +0.64% | +8.85% | 0.43% | — | — | — | +0.80 | 472.12 | 35.23% | 27.18% | 17.30% |
| 2017-11 | +0.59% | +8.15% | 0.43% | — | — | — | +0.12 | 468.52 | 34.38% | 28.78% | 17.30% |
| 2017-10 | +0.88% | +7.52% | 0.43% | — | — | — | +1.28 | 465.80 | 34.26% | 28.46% | 17.40% |
| 2017-09 | +0.29% | +6.58% | 0.43% | — | — | — | -0.91 | 460.64 | 33.97% | 27.99% | 17.16% |
| 2017-08 | +0.13% | +6.27% | 0.43% | — | — | — | +2.70 | 460.38 | 34.05% | 28.14% | 17.25% |
| 2017-07 | +1.13% | +6.14% | 0.43% | — | — | — | -0.32 | 457.26 | 35.67% | 27.07% | 17.34% |
| 2017-06 | -0.66% | +4.95% | 0.43% | — | — | — | -4.97 | 452.65 | 34.95% | 26.67% | 16.82% |
| 2017-05 | +1.09% | +5.65% | 0.43% | — | — | — | +3.58 | 460.78 | 34.83% | 26.77% | 17.45% |
| 2017-04 | +1.08% | +4.51% | 0.43% | — | — | — | -0.69 | 452.41 | 35.20% | 27.53% | 17.55% |
| 2017-03 | +0.21% | +3.39% | 0.43% | — | — | — | -3.33 | 448.41 | 34.61% | 27.07% | 17.28% |
| 2017-02 | +0.63% | +3.17% | 0.43% | — | — | — | +2.24 | 450.93 | 34.37% | 25.64% | 16.94% |
| 2017-01 | +0.21% | +2.53% | 0.43% | — | — | — | +5.89 | 446.06 | 34.29% | 25.69% | 17.06% |
| 2016-12 | +0.66% | +2.31% | — | — | — | — | +3.63 | 439.42 | 34.18% | 26.24% | 18.01% |
| 2016-11 | +0.19% | +1.64% | — | — | — | — | +1.41 | 433.08 | 32.19% | 24.76% | 16.58% |
| 2016-10 | +0.05% | +1.45% | — | — | — | — | +0.44 | 431.01 | 33.58% | 27.13% | 15.83% |
| 2016-09 | -0.57% | +1.40% | — | — | — | — | +3.55 | 430.51 | 34.24% | 27.46% | 16.35% |
| 2016-08 | +0.24% | +1.98% | — | — | — | — | +5.32 | 429.55 | 33.53% | 27.63% | 16.54% |
| 2016-07 | +1.85% | +1.74% | — | — | — | — | +10.83 | 423.35 | 33.10% | 27.55% | 17.01% |
| 2016-06 | -0.53% | -0.11% | — | — | — | — | +11.93 | 405.13 | 30.52% | 25.04% | 15.48% |
| 2016-05 | +0.47% | +0.42% | — | — | — | — | +7.33 | 395.45 | 31.74% | 24.77% | 15.44% |
| 2016-04 | +0.87% | -0.05% | — | — | — | — | +9.34 | 386.39 | 31.23% | 24.92% | 15.30% |
| 2016-03 | +1.04% | -0.91% | — | — | — | — | +5.92 | 373.93 | 29.93% | 24.03% | 14.96% |
| 2016-02 | -0.83% | -1.93% | — | — | — | — | +9.43 | 364.35 | 29.29% | 24.03% | 14.76% |
| 2016-01 | -1.11% | -1.11% | — | — | — | — | +2.93 | 357.98 | 30.55% | 24.78% | 15.58% |
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.