חודשים בטווח
125
אלטשולר שחם גמל לעמיתי חבר לבני 60 ומעלה
נתונים היסטוריים מלאים עבור אלטשולר שחם גמל לעמיתי חבר לבני 60 ומעלה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9846 | שם קרן: אלטשולר שחם גמל לעמיתי חבר לבני 60 ומעלה | 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: 60 ומעלה.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אלטשולר שחם גמל לעמיתי חבר לבני 60 ומעלה ישירות למייל.
תשואה חודשית אחרונה
+1.50%
תשואה מצטברת מההתחלה
+55.78%
| 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 | +1.50% | +55.78% | 0.29% | -0.60% | 0.65 | 4.08% | -4.11 | 158.65 | 27.46% | 37.50% | 16.10% |
| 2026-04 | +2.32% | +53.48% | 0.29% | -1.08% | 0.58 | 4.06% | -1.19 | 160.44 | 26.20% | 37.10% | 15.74% |
| 2026-03 | -2.11% | +50.00% | 0.29% | -1.20% | 0.45 | 3.97% | -3.42 | 158.00 | 24.25% | 34.23% | 13.77% |
| 2026-02 | +0.26% | +53.23% | 0.29% | -0.96% | 0.78 | 3.82% | -0.81 | 164.88 | 24.51% | 32.76% | 14.53% |
| 2026-01 | +1.01% | +52.84% | 0.29% | -0.84% | 0.80 | 3.82% | -0.62 | 165.31 | 23.62% | 31.67% | 14.28% |
| 2025-12 | -0.21% | +51.31% | 0.29% | -0.84% | 0.76 | 3.82% | +1.22 | 164.32 | 22.90% | 31.30% | 14.39% |
| 2025-11 | +0.53% | +51.63% | 0.29% | -0.60% | 0.86 | 3.82% | -1.17 | 163.49 | 22.16% | 32.56% | 16.01% |
| 2025-10 | +1.22% | +50.83% | 0.29% | -0.60% | 0.91 | 3.98% | +0.85 | 163.83 | 22.13% | 34.57% | 16.94% |
| 2025-09 | +1.56% | +49.01% | 0.29% | -0.72% | 0.85 | 3.97% | -5.10 | 161.04 | 25.12% | 39.84% | 17.52% |
| 2025-08 | +1.12% | +46.72% | 0.29% | -0.84% | 0.71 | 4.00% | -2.29 | 163.66 | 22.78% | 40.60% | 15.97% |
| 2025-07 | +0.34% | +45.10% | 0.29% | -0.96% | 0.70 | 4.06% | +1.22 | 164.16 | 22.11% | 46.18% | 16.51% |
| 2025-06 | +2.27% | +44.60% | 0.29% | -0.84% | 0.75 | 4.11% | +0.21 | 162.43 | 25.34% | 49.01% | 17.47% |
| 2025-05 | +1.20% | +41.39% | 0.29% | -0.72% | 0.59 | 4.04% | -0.77 | 158.63 | 23.90% | 43.88% | 17.17% |
| 2025-04 | +0.58% | +39.72% | 0.29% | -0.60% | 0.56 | 4.05% | -1.30 | 157.55 | 22.48% | 39.59% | 16.39% |
| 2025-03 | -0.36% | +38.91% | 0.29% | -0.48% | 0.62 | 4.42% | -1.24 | 158.01 | 22.65% | 39.61% | 16.86% |
| 2025-02 | +0.09% | +39.41% | 0.29% | -1.20% | 0.42 | 5.74% | +0.29 | 159.85 | 23.02% | 43.88% | 17.42% |
| 2025-01 | +0.84% | +39.29% | 0.29% | -0.60% | 0.42 | 5.78% | +1.46 | 159.46 | 22.90% | 45.16% | 18.51% |
| 2024-12 | -0.15% | +38.13% | 0.29% | -0.60% | 0.39 | 5.78% | -3.77 | 156.72 | 23.25% | 45.95% | 18.26% |
| 2024-11 | +1.23% | +38.34% | 0.29% | -0.48% | 0.44 | 5.77% | -0.39 | 160.75 | 24.93% | 44.55% | 15.43% |
| 2024-10 | -0.05% | +36.65% | 0.29% | -0.36% | 0.40 | 5.76% | -0.32 | 159.22 | 24.05% | 34.93% | 14.02% |
| 2024-09 | +1.51% | +36.72% | 0.29% | -0.36% | 0.45 | 5.76% | +0.68 | 159.63 | 25.01% | 35.12% | 15.77% |
| 2024-08 | +0.75% | +34.69% | 0.29% | — | 0.37 | 5.74% | +0.41 | 156.62 | 26.45% | 33.98% | 14.88% |
| 2024-07 | +0.86% | +33.69% | 0.29% | -0.36% | 0.37 | 5.75% | +0.30 | 155.09 | 26.33% | 30.04% | 14.82% |
| 2024-06 | +0.81% | +32.55% | 0.29% | +0.00% | 0.36 | 5.74% | -2.16 | 153.52 | 27.03% | 33.34% | 16.19% |
| 2024-05 | +1.34% | +31.48% | 0.29% | -0.24% | 0.35 | 5.76% | -1.47 | 154.47 | 24.44% | 39.76% | 16.04% |
| 2024-04 | -0.56% | +29.74% | 0.29% | -0.12% | 0.28 | 5.75% | -0.71 | 153.91 | 23.67% | 37.35% | 14.89% |
| 2024-03 | +1.56% | +30.47% | 0.29% | -0.36% | 0.37 | 5.75% | -0.06 | 155.53 | 25.58% | 34.15% | 16.47% |
| 2024-02 | +0.77% | +28.47% | 0.29% | -0.24% | 0.31 | 5.72% | -5.41 | 153.25 | 26.09% | 43.65% | 17.63% |
| 2024-01 | +0.25% | +27.49% | 0.29% | -0.12% | 0.31 | 5.73% | -3.90 | 157.51 | 25.45% | 45.49% | 19.59% |
| 2023-12 | +1.86% | +27.17% | 0.42% | -0.24% | 0.35 | 5.77% | -1.59 | 161.04 | 25.31% | 42.94% | 17.80% |
| 2023-11 | +2.19% | +24.85% | 0.42% | +0.00% | 0.23 | 5.79% | -0.95 | 159.71 | 23.49% | 45.41% | 16.62% |
| 2023-10 | -1.01% | +22.17% | 0.42% | +0.00% | 0.12 | 5.72% | -0.94 | 157.26 | 21.95% | 46.01% | 14.52% |
| 2023-09 | -1.14% | +23.42% | 0.42% | -0.24% | 0.19 | 5.73% | +2.43 | 159.84 | 21.13% | 42.62% | 14.31% |
| 2023-08 | +0.04% | +24.84% | 0.42% | -0.24% | 0.30 | 5.69% | +0.06 | 159.30 | 21.32% | 41.20% | 15.28% |
| 2023-07 | +1.50% | +24.79% | 0.42% | -0.36% | 0.33 | 5.70% | -0.68 | 159.22 | 20.87% | 36.56% | 13.63% |
| 2023-06 | +0.88% | +22.95% | 0.42% | -0.36% | 0.28 | 5.67% | -2.26 | 157.59 | 22.50% | 37.38% | 15.43% |
| 2023-05 | +0.53% | +21.88% | 0.42% | -0.36% | 0.25 | 5.67% | +0.52 | 158.49 | 21.98% | 33.13% | 15.77% |
| 2023-04 | +1.14% | +21.23% | 0.42% | -0.36% | 0.24 | 5.67% | -1.93 | 157.18 | 24.39% | 26.23% | 14.26% |
| 2023-03 | +0.58% | +19.87% | 0.42% | -0.60% | 0.20 | 5.65% | -0.31 | 157.36 | 21.12% | 23.29% | 13.46% |
| 2023-02 | -0.73% | +19.18% | 0.42% | -0.36% | 0.19 | 5.65% | +6.07 | 156.78 | 22.39% | 30.18% | 12.63% |
| 2023-01 | +1.52% | +20.05% | 0.42% | -0.36% | 0.24 | 5.65% | -3.11 | 151.90 | 23.13% | 28.35% | 14.02% |
| 2022-12 | -1.25% | +18.25% | 0.42% | -0.36% | 0.18 | 5.62% | +1.65 | 152.74 | 20.43% | 24.60% | 10.10% |
| 2022-11 | +1.37% | +19.75% | 0.42% | -0.36% | 0.29 | 5.59% | -3.21 | 153.06 | 22.45% | 23.35% | 9.48% |
| 2022-10 | +1.29% | +18.13% | 0.42% | -0.60% | 0.23 | 5.56% | -2.07 | 154.25 | 22.86% | 19.96% | 5.96% |
| 2022-09 | -2.59% | +16.63% | 0.42% | -0.60% | 0.17 | 5.54% | +0.71 | 154.40 | 22.37% | 20.30% | 5.71% |
| 2022-08 | -1.16% | +19.73% | 0.42% | -0.72% | 0.35 | 5.40% | -0.14 | 157.85 | 23.45% | 19.97% | 5.80% |
| 2022-07 | +1.91% | +21.13% | 0.42% | -0.84% | 0.45 | 5.36% | +2.86 | 159.90 | 25.08% | 21.26% | 8.70% |
| 2022-06 | -2.79% | +18.86% | 0.42% | -0.96% | 0.35 | 5.31% | -3.59 | 154.10 | 27.56% | 23.91% | 8.98% |
| 2022-05 | -1.68% | +22.28% | 0.42% | -0.36% | 0.55 | 5.14% | -5.81 | 162.25 | 28.57% | 26.18% | 11.44% |
| 2022-04 | -1.03% | +24.36% | 0.42% | -0.60% | 0.70 | 5.06% | +0.37 | 171.04 | 27.01% | 26.75% | 11.38% |
| 2022-03 | +0.62% | +25.66% | 0.42% | -0.60% | 0.80 | 5.03% | +2.84 | 172.50 | 24.63% | 25.62% | 11.84% |
| 2022-02 | -0.62% | +24.88% | 0.42% | -0.84% | 0.77 | 5.03% | +11.03 | 168.64 | 26.58% | 25.51% | 10.34% |
| 2022-01 | -1.50% | +25.66% | 0.42% | -0.84% | 0.83 | 5.01% | +12.97 | 158.66 | 27.72% | 26.79% | 8.70% |
| 2021-12 | +0.84% | +27.58% | 0.42% | -0.84% | 0.96 | 4.94% | +4.62 | 148.05 | 24.89% | 21.83% | 8.00% |
| 2021-11 | +0.15% | +26.51% | 0.42% | -0.96% | 0.92 | 4.94% | -0.19 | 142.28 | 23.76% | 20.69% | 7.59% |
| 2021-10 | +1.25% | +26.33% | 0.42% | -0.96% | 0.91 | 4.95% | +2.77 | 142.29 | 23.17% | 19.43% | 8.42% |
| 2021-09 | -0.63% | +24.77% | 0.42% | -0.84% | 0.84 | 4.93% | -1.33 | 137.84 | 22.16% | 17.56% | 10.28% |
| 2021-08 | +0.89% | +25.56% | 0.42% | -0.72% | 0.89 | 4.92% | -0.47 | 140.06 | 22.85% | 19.08% | 10.92% |
| 2021-07 | +0.18% | +24.45% | 0.42% | -0.48% | 0.85 | 4.92% | -1.37 | 139.33 | 22.85% | 20.76% | 13.26% |
| 2021-06 | +0.30% | +24.23% | 0.42% | -0.60% | 0.86 | 4.92% | -2.71 | 140.51 | 23.00% | 26.57% | 15.29% |
| 2021-05 | +0.94% | +23.85% | 0.42% | -0.60% | 0.85 | 4.92% | +0.48 | 142.76 | 27.09% | 28.87% | 14.72% |
| 2021-04 | +1.06% | +22.70% | 0.42% | -0.48% | 0.81 | 4.92% | -2.68 | 142.31 | 26.22% | 28.40% | 14.47% |
| 2021-03 | +1.06% | +21.41% | 0.42% | -0.60% | 0.76 | 4.91% | -2.56 | 142.28 | 26.13% | 28.72% | 14.96% |
| 2021-02 | +0.20% | +20.14% | 0.42% | -0.60% | 0.72 | 4.90% | -1.58 | 143.35 | 25.69% | 28.06% | 16.31% |
| 2021-01 | +0.72% | +19.90% | 0.42% | -0.84% | 0.71 | 4.90% | -0.48 | 144.66 | 25.34% | 27.89% | 15.52% |
| 2020-12 | +1.17% | +19.04% | 0.42% | -0.60% | 0.67 | 4.90% | -2.37 | 144.17 | 24.07% | 26.55% | 15.05% |
| 2020-11 | +2.91% | +17.67% | 0.42% | — | — | — | +0.44 | 144.84 | 24.40% | 27.92% | 14.46% |
| 2020-10 | +0.09% | +14.34% | 0.42% | — | — | — | -1.08 | 140.36 | 22.73% | 26.65% | 13.16% |
| 2020-09 | -1.23% | +14.24% | 0.42% | — | — | — | -2.07 | 141.47 | 23.18% | 27.24% | 13.21% |
| 2020-08 | +2.03% | +15.66% | 0.42% | — | — | — | -4.72 | 145.38 | 23.84% | 26.91% | 14.95% |
| 2020-07 | +1.87% | +13.36% | 0.42% | — | — | — | -0.58 | 147.24 | 24.19% | 27.52% | 13.94% |
| 2020-06 | -0.45% | +11.28% | 0.42% | — | — | — | -0.44 | 145.14 | 23.07% | 26.72% | 14.50% |
| 2020-05 | +1.29% | +11.78% | 0.42% | — | — | — | +0.86 | 146.27 | 23.14% | 25.95% | 13.82% |
| 2020-04 | +4.39% | +10.36% | 0.42% | — | — | — | -2.86 | 143.61 | 22.94% | 25.41% | 13.05% |
| 2020-03 | -7.76% | +5.72% | 0.42% | — | — | — | -2.26 | 140.50 | 22.88% | 24.80% | 11.07% |
| 2020-02 | -1.14% | +14.61% | 0.42% | — | — | — | -1.16 | 154.70 | 22.64% | 24.27% | 10.25% |
| 2020-01 | +0.19% | +15.93% | 0.42% | — | — | — | -0.30 | 157.72 | 22.90% | 24.67% | 11.54% |
| 2019-12 | +0.62% | +15.71% | 0.42% | — | — | — | -3.78 | 157.76 | 23.02% | 24.85% | 14.10% |
| 2019-11 | +0.58% | +15.00% | 0.42% | — | — | — | -0.25 | 160.61 | 21.36% | 23.66% | 13.25% |
| 2019-10 | +0.86% | +14.33% | 0.42% | — | — | — | -3.29 | 160.00 | 20.92% | 23.38% | 12.72% |
| 2019-09 | +0.92% | +13.36% | 0.42% | — | — | — | -1.25 | 161.97 | 20.62% | 22.78% | 11.99% |
| 2019-08 | -0.18% | +12.33% | 0.42% | — | — | — | -4.34 | 161.79 | 19.97% | 22.46% | 11.89% |
| 2019-07 | +0.76% | +12.53% | 0.42% | — | — | — | -0.52 | 166.50 | 20.01% | 22.09% | 11.81% |
| 2019-06 | +1.36% | +11.68% | 0.42% | — | — | — | -1.06 | 165.80 | 19.81% | 22.18% | 9.38% |
| 2019-05 | -0.45% | +10.18% | 0.42% | — | — | — | -2.82 | 164.74 | 19.06% | 22.87% | 13.86% |
| 2019-04 | +1.07% | +10.68% | 0.42% | — | — | — | -2.42 | 168.37 | 19.15% | 21.86% | 13.76% |
| 2019-03 | +0.87% | +9.51% | 0.42% | — | — | — | -0.50 | 169.09 | 18.44% | 21.16% | 13.39% |
| 2019-02 | +0.85% | +8.56% | 0.42% | — | — | — | -1.05 | 168.20 | 18.31% | 21.14% | 13.12% |
| 2019-01 | +1.89% | +7.65% | 0.42% | — | — | — | -1.86 | 167.90 | 18.20% | 21.23% | 12.89% |
| 2018-12 | -1.53% | +5.65% | 0.42% | — | — | — | -3.67 | 166.71 | 17.52% | 22.07% | 13.05% |
| 2018-11 | +0.03% | +7.29% | 0.42% | — | — | — | -1.87 | 173.01 | 17.90% | 22.77% | 12.33% |
| 2018-10 | -1.14% | +7.26% | 0.42% | — | — | — | -3.66 | 174.90 | 17.38% | 22.46% | 13.21% |
| 2018-09 | +0.05% | +8.50% | 0.42% | — | — | — | -0.97 | 180.63 | 17.66% | 22.11% | 13.24% |
| 2018-08 | +0.69% | +8.44% | 0.42% | — | — | — | -2.32 | 181.59 | 17.37% | 22.22% | 12.97% |
| 2018-07 | +0.79% | +7.70% | 0.42% | — | — | — | -1.65 | 182.74 | 17.02% | 23.08% | 13.71% |
| 2018-06 | -0.08% | +6.86% | 0.42% | — | — | — | -1.81 | 183.02 | 16.53% | 23.12% | 13.13% |
| 2018-05 | +0.08% | +6.94% | 0.42% | — | — | — | -1.15 | 185.03 | 16.30% | 22.77% | 12.92% |
| 2018-04 | +0.38% | +6.86% | 0.42% | — | — | — | -0.48 | 186.11 | 16.17% | 22.96% | 12.95% |
| 2018-03 | -0.09% | +6.45% | 0.42% | — | — | — | +0.50 | 185.96 | 15.82% | 22.61% | 12.60% |
| 2018-02 | -0.73% | +6.55% | 0.42% | — | — | — | -0.43 | 185.68 | 16.19% | 22.77% | 12.66% |
| 2018-01 | +0.67% | +7.33% | 0.42% | — | — | — | -3.09 | 187.53 | 16.19% | 22.43% | 12.32% |
| 2017-12 | +0.48% | +6.62% | 0.43% | — | — | — | +0.04 | 189.42 | 13.94% | 19.34% | 9.38% |
| 2017-11 | +0.43% | +6.11% | 0.43% | — | — | — | +0.86 | 188.55 | 12.92% | 19.47% | 9.36% |
| 2017-10 | +0.47% | +5.65% | 0.43% | — | — | — | -1.25 | 186.95 | 9.86% | 15.33% | 9.21% |
| 2017-09 | -0.01% | +5.16% | 0.43% | — | — | — | +2.47 | 187.39 | 9.66% | 15.22% | 9.05% |
| 2017-08 | +0.40% | +5.17% | 0.43% | — | — | — | -2.64 | 185.00 | 9.84% | 15.37% | 9.25% |
| 2017-07 | +0.66% | +4.75% | 0.43% | — | — | — | -0.21 | 186.95 | 9.80% | 15.01% | 8.99% |
| 2017-06 | -0.34% | +4.06% | 0.43% | — | — | — | -0.99 | 186.00 | 9.39% | 14.86% | 8.66% |
| 2017-05 | +0.77% | +4.42% | 0.43% | — | — | — | -0.23 | 187.67 | 9.41% | 14.98% | 10.42% |
| 2017-04 | +0.74% | +3.62% | 0.43% | — | — | — | -0.14 | 186.54 | 9.39% | 15.19% | 10.38% |
| 2017-03 | +0.18% | +2.86% | 0.43% | — | — | — | +0.96 | 185.38 | 9.27% | 14.29% | 10.27% |
| 2017-02 | +0.22% | +2.68% | 0.43% | — | — | — | -0.35 | 184.14 | 9.37% | 13.83% | 10.26% |
| 2017-01 | +0.18% | +2.45% | 0.43% | — | — | — | -0.70 | 184.14 | 9.28% | 14.04% | 10.27% |
| 2016-12 | +0.36% | +2.27% | — | — | — | — | +1.74 | 184.58 | 9.29% | 14.26% | 9.24% |
| 2016-11 | -0.46% | +1.90% | — | — | — | — | +0.47 | 182.24 | 9.30% | 14.06% | 8.55% |
| 2016-10 | +0.08% | +2.37% | — | — | — | — | +0.68 | 182.66 | 9.08% | 14.49% | 8.73% |
| 2016-09 | -0.32% | +2.29% | — | — | — | — | +0.90 | 181.90 | 9.20% | 14.42% | 10.79% |
| 2016-08 | +0.14% | +2.62% | — | — | — | — | +2.24 | 181.63 | 9.31% | 14.51% | 10.88% |
| 2016-07 | +0.88% | +2.47% | — | — | — | — | +6.92 | 179.21 | 9.37% | 14.85% | 10.85% |
| 2016-06 | +0.29% | +1.58% | — | — | — | — | +3.70 | 170.83 | 9.12% | 14.63% | 9.03% |
| 2016-05 | +0.20% | +1.29% | — | — | — | — | +5.15 | 166.70 | 9.94% | 14.87% | 9.24% |
| 2016-04 | +0.61% | +1.08% | — | — | — | — | +6.78 | 161.27 | 8.17% | 14.24% | 9.29% |
| 2016-03 | +0.44% | +0.47% | — | — | — | — | +6.60 | 153.58 | 8.28% | 14.65% | 9.31% |
| 2016-02 | -0.02% | +0.03% | — | — | — | — | +6.88 | 146.38 | 8.15% | 15.33% | 9.56% |
| 2016-01 | +0.05% | +0.05% | — | — | — | — | +1.49 | 139.56 | 8.73% | 16.22% | 10.79% |
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.