חודשים בטווח
125
אלטשולר שחם גמל לעמיתי חבר עד 50
נתונים היסטוריים מלאים עבור אלטשולר שחם גמל לעמיתי חבר עד 50, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9844 | שם קרן: אלטשולר שחם גמל לעמיתי חבר עד 50 | 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: עד 50.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אלטשולר שחם גמל לעמיתי חבר עד 50 ישירות למייל.
תשואה חודשית אחרונה
+2.25%
תשואה מצטברת מההתחלה
+83.05%
| 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 | +2.25% | +83.05% | 0.29% | -2.28% | 0.77 | 8.25% | -1.08 | 210.84 | 62.96% | 51.21% | 22.75% |
| 2026-04 | +5.50% | +79.02% | 0.29% | -3.36% | 0.71 | 8.22% | -1.78 | 207.30 | 61.78% | 49.76% | 21.96% |
| 2026-03 | -3.86% | +69.69% | 0.29% | -3.60% | 0.55 | 7.93% | -3.08 | 198.24 | 58.89% | 42.52% | 16.98% |
| 2026-02 | -0.32% | +76.50% | 0.29% | -3.60% | 0.82 | 7.69% | -2.86 | 209.38 | 61.05% | 45.77% | 19.62% |
| 2026-01 | +2.16% | +77.07% | 0.29% | -3.00% | 0.88 | 7.68% | -2.57 | 212.97 | 59.18% | 47.15% | 20.12% |
| 2025-12 | +0.02% | +73.32% | 0.29% | -3.12% | 0.82 | 7.65% | -1.99 | 211.05 | 60.42% | 46.68% | 19.79% |
| 2025-11 | +0.56% | +73.29% | 0.29% | -2.88% | 0.88 | 7.68% | -1.03 | 213.04 | 55.74% | 45.36% | 21.27% |
| 2025-10 | +1.48% | +72.32% | 0.29% | -2.52% | 0.93 | 7.92% | -1.23 | 212.94 | 52.98% | 46.41% | 21.96% |
| 2025-09 | +2.91% | +69.81% | 0.29% | -2.76% | 0.89 | 7.91% | +0.51 | 211.10 | 59.62% | 52.74% | 22.76% |
| 2025-08 | +1.29% | +65.01% | 0.29% | -2.76% | 0.76 | 7.93% | +1.42 | 204.67 | 59.51% | 57.51% | 22.66% |
| 2025-07 | +1.01% | +62.91% | 0.29% | -2.88% | 0.76 | 8.00% | -2.26 | 200.71 | 60.49% | 79.94% | 26.54% |
| 2025-06 | +4.12% | +61.28% | 0.29% | -3.00% | 0.78 | 8.06% | -1.10 | 201.01 | 63.43% | 69.55% | 25.90% |
| 2025-05 | +3.95% | +54.90% | 0.29% | -2.52% | 0.63 | 7.92% | -0.55 | 194.19 | 60.44% | 63.21% | 24.25% |
| 2025-04 | +0.74% | +49.01% | 0.29% | -2.52% | 0.51 | 7.79% | -3.56 | 187.40 | 60.06% | 55.70% | 21.33% |
| 2025-03 | -1.75% | +47.92% | 0.29% | -2.40% | 0.56 | 8.20% | -1.94 | 189.68 | 59.05% | 55.29% | 21.72% |
| 2025-02 | -1.38% | +50.55% | 0.29% | -2.28% | 0.49 | 9.54% | -2.44 | 195.07 | 61.28% | 68.25% | 26.25% |
| 2025-01 | +1.82% | +52.66% | 0.29% | -1.20% | 0.53 | 9.63% | -1.79 | 200.28 | 60.66% | 70.82% | 29.76% |
| 2024-12 | -0.30% | +49.93% | 0.29% | -1.44% | 0.47 | 9.62% | +0.61 | 198.52 | 60.13% | 71.65% | 28.21% |
| 2024-11 | +1.85% | +50.38% | 0.29% | -1.08% | 0.52 | 9.61% | -2.35 | 198.57 | 63.14% | 73.41% | 26.90% |
| 2024-10 | -0.32% | +47.65% | 0.29% | -1.08% | 0.47 | 9.59% | +0.63 | 197.32 | 58.90% | 65.28% | 26.48% |
| 2024-09 | +2.62% | +48.12% | 0.29% | -1.20% | 0.52 | 9.59% | -0.25 | 197.36 | 57.39% | 64.67% | 28.64% |
| 2024-08 | +0.92% | +44.34% | 0.29% | — | 0.44 | 9.56% | -0.10 | 192.60 | 61.84% | 66.93% | 27.33% |
| 2024-07 | +0.85% | +43.03% | 0.29% | -1.08% | 0.43 | 9.57% | -3.70 | 190.99 | 60.74% | 58.38% | 25.86% |
| 2024-06 | +1.46% | +41.82% | 0.29% | -0.60% | 0.43 | 9.57% | -3.20 | 193.10 | 63.12% | 64.92% | 29.60% |
| 2024-05 | +2.44% | +39.78% | 0.29% | -0.96% | 0.41 | 9.59% | -0.50 | 193.54 | 58.62% | 63.62% | 28.13% |
| 2024-04 | -1.43% | +36.45% | 0.29% | -1.08% | 0.32 | 9.58% | -4.85 | 189.47 | 59.68% | 64.06% | 27.51% |
| 2024-03 | +3.11% | +38.43% | 0.29% | -1.32% | 0.42 | 9.56% | -0.75 | 197.18 | 62.18% | 67.28% | 30.86% |
| 2024-02 | +2.29% | +34.25% | 0.29% | -1.32% | 0.33 | 9.48% | +0.99 | 192.02 | 62.63% | 63.74% | 30.05% |
| 2024-01 | +0.41% | +31.25% | 0.29% | -1.20% | 0.27 | 9.45% | -1.54 | 186.81 | 61.78% | 63.69% | 29.97% |
| 2023-12 | +2.72% | +30.71% | 0.44% | -1.44% | 0.31 | 9.52% | +1.01 | 187.61 | 61.86% | 62.89% | 29.75% |
| 2023-11 | +3.28% | +27.25% | 0.44% | -1.08% | 0.18 | 9.61% | -0.54 | 181.72 | 59.50% | 62.86% | 28.94% |
| 2023-10 | -2.21% | +23.21% | 0.44% | -1.32% | 0.09 | 9.51% | -1.08 | 176.52 | 56.48% | 64.16% | 24.16% |
| 2023-09 | -1.64% | +25.99% | 0.44% | -1.56% | 0.16 | 9.52% | +0.73 | 181.58 | 53.61% | 58.45% | 24.22% |
| 2023-08 | -0.73% | +28.09% | 0.44% | -1.68% | 0.24 | 9.49% | -0.92 | 183.91 | 54.54% | 58.72% | 26.71% |
| 2023-07 | +3.03% | +29.04% | 0.44% | -1.56% | 0.30 | 9.48% | -0.24 | 186.23 | 53.31% | 53.74% | 26.39% |
| 2023-06 | +2.34% | +25.24% | 0.44% | -1.56% | 0.22 | 9.42% | +1.92 | 181.03 | 56.27% | 56.84% | 25.91% |
| 2023-05 | +0.31% | +22.38% | 0.44% | -1.92% | 0.15 | 9.38% | -0.14 | 175.06 | 55.06% | 54.87% | 27.76% |
| 2023-04 | +2.05% | +22.00% | 0.44% | -1.92% | 0.15 | 9.38% | -0.33 | 174.70 | 57.82% | 52.28% | 27.77% |
| 2023-03 | +0.36% | +19.55% | 0.44% | -2.16% | 0.10 | 9.35% | +0.83 | 171.55 | 54.15% | 52.25% | 25.81% |
| 2023-02 | -0.77% | +19.12% | 0.44% | -2.04% | 0.09 | 9.37% | +3.96 | 170.14 | 57.25% | 57.37% | 24.79% |
| 2023-01 | +2.97% | +20.04% | 0.44% | -2.04% | 0.11 | 9.39% | +11.22 | 167.55 | 54.37% | 52.90% | 29.66% |
| 2022-12 | -2.53% | +16.58% | 0.45% | -2.16% | 0.04 | 9.33% | +0.26 | 151.93 | 53.01% | 51.33% | 25.64% |
| 2022-11 | +2.33% | +19.61% | 0.45% | -2.04% | 0.15 | 9.25% | -0.98 | 155.67 | 55.60% | 50.34% | 23.36% |
| 2022-10 | +2.83% | +16.89% | 0.45% | -2.52% | 0.08 | 9.20% | +0.18 | 153.16 | 56.84% | 50.40% | 15.46% |
| 2022-09 | -5.35% | +13.67% | 0.45% | -2.52% | 0.00 | 9.13% | +1.67 | 148.81 | 56.84% | 51.22% | 15.27% |
| 2022-08 | -2.44% | +20.09% | 0.45% | -2.28% | 0.21 | 8.78% | +2.04 | 155.59 | 61.06% | 53.59% | 16.24% |
| 2022-07 | +5.03% | +23.10% | 0.45% | -2.28% | 0.31 | 8.70% | -0.03 | 157.50 | 63.16% | 56.78% | 21.31% |
| 2022-06 | -5.48% | +17.20% | 0.45% | -2.76% | 0.15 | 8.44% | -0.29 | 150.03 | 67.07% | 61.83% | 21.99% |
| 2022-05 | -2.85% | +24.00% | 0.45% | -1.68% | 0.38 | 8.04% | +0.11 | 159.10 | 69.12% | 62.95% | 23.86% |
| 2022-04 | -2.78% | +27.63% | 0.45% | -1.80% | 0.53 | 7.92% | +0.71 | 163.70 | 66.04% | 62.97% | 24.86% |
| 2022-03 | +1.14% | +31.28% | 0.45% | -1.56% | 0.69 | 7.80% | -1.53 | 167.73 | 59.89% | 56.07% | 26.05% |
| 2022-02 | -1.07% | +29.80% | 0.45% | -1.68% | 0.65 | 7.79% | +4.74 | 167.46 | 65.72% | 62.07% | 23.92% |
| 2022-01 | -3.12% | +31.21% | 0.45% | -1.56% | 0.72 | 7.76% | +14.48 | 164.54 | 68.96% | 63.35% | 20.44% |
| 2021-12 | +1.85% | +35.43% | 0.45% | -0.72% | 0.89 | 7.59% | +0.10 | 155.08 | 63.93% | 52.04% | 19.13% |
| 2021-11 | -0.13% | +32.97% | 0.45% | -0.96% | 0.83 | 7.57% | -1.07 | 152.24 | 62.64% | 53.86% | 18.36% |
| 2021-10 | +2.84% | +33.15% | 0.45% | -0.72% | 0.85 | 7.56% | +1.65 | 153.54 | 58.20% | 48.91% | 20.54% |
| 2021-09 | -1.87% | +29.47% | 0.45% | -0.96% | 0.75 | 7.49% | -1.36 | 147.74 | 55.90% | 45.18% | 19.64% |
| 2021-08 | +0.64% | +31.94% | 0.45% | -0.36% | 0.84 | 7.43% | +2.28 | 151.76 | 57.12% | 47.29% | 21.29% |
| 2021-07 | -0.22% | +31.10% | 0.45% | +0.12% | 0.83 | 7.43% | -0.04 | 148.35 | 56.44% | 45.12% | 23.46% |
| 2021-06 | +0.40% | +31.39% | 0.45% | +0.24% | 0.87 | 7.47% | +0.53 | 148.76 | 53.52% | 43.41% | 24.85% |
| 2021-05 | +1.05% | +30.86% | 0.45% | +0.12% | 0.85 | 7.49% | +1.34 | 147.67 | 56.78% | 43.10% | 23.63% |
| 2021-04 | +1.94% | +29.50% | 0.45% | +0.24% | 0.82 | 7.49% | -1.37 | 145.24 | 56.74% | 43.88% | 23.57% |
| 2021-03 | +1.25% | +27.04% | 0.45% | +0.12% | 0.77 | 7.47% | -0.14 | 143.36 | 56.09% | 43.91% | 23.93% |
| 2021-02 | +1.15% | +25.47% | 0.45% | +0.48% | 0.74 | 7.47% | -0.73 | 141.73 | 55.06% | 43.15% | 23.65% |
| 2021-01 | +1.09% | +24.04% | 0.45% | -0.24% | 0.68 | 7.50% | -0.09 | 140.85 | 53.99% | 42.54% | 23.14% |
| 2020-12 | +2.33% | +22.71% | 0.45% | -0.36% | 0.60 | 7.72% | -1.62 | 139.47 | 54.41% | 43.01% | 23.66% |
| 2020-11 | +4.91% | +19.91% | 0.45% | — | — | — | -1.04 | 138.02 | 50.77% | 40.78% | 23.66% |
| 2020-10 | +0.13% | +14.30% | 0.45% | — | — | — | +0.23 | 132.56 | 46.84% | 37.98% | 22.74% |
| 2020-09 | -1.94% | +14.15% | 0.45% | — | — | — | +0.83 | 132.25 | 45.54% | 36.80% | 22.91% |
| 2020-08 | +3.03% | +16.41% | 0.45% | — | — | — | +0.57 | 134.09 | 46.82% | 37.06% | 22.87% |
| 2020-07 | +2.80% | +12.99% | 0.45% | — | — | — | -0.66 | 129.66 | 48.50% | 39.04% | 22.72% |
| 2020-06 | -0.57% | +9.91% | 0.45% | — | — | — | -0.34 | 126.80 | 46.16% | 36.98% | 23.90% |
| 2020-05 | +1.64% | +10.54% | 0.45% | — | — | — | +0.57 | 127.90 | 47.84% | 37.54% | 23.15% |
| 2020-04 | +6.30% | +8.76% | 0.45% | — | — | — | +0.66 | 125.31 | 47.84% | 36.13% | 22.05% |
| 2020-03 | -10.49% | +2.31% | 0.45% | — | — | — | -0.34 | 117.30 | 46.20% | 34.70% | 20.40% |
| 2020-02 | -2.99% | +14.30% | 0.45% | — | — | — | +0.29 | 131.64 | 46.16% | 32.70% | 20.05% |
| 2020-01 | +0.05% | +17.82% | 0.45% | — | — | — | +0.75 | 135.33 | 46.65% | 33.24% | 21.17% |
| 2019-12 | +0.81% | +17.76% | 0.44% | — | — | — | +0.71 | 134.57 | 44.50% | 31.62% | 21.22% |
| 2019-11 | +0.96% | +16.82% | 0.44% | — | — | — | +1.60 | 132.83 | 42.78% | 30.41% | 20.59% |
| 2019-10 | +1.30% | +15.71% | 0.44% | — | — | — | +4.03 | 130.02 | 42.53% | 30.14% | 20.42% |
| 2019-09 | +1.60% | +14.22% | 0.44% | — | — | — | +0.86 | 124.38 | 42.72% | 30.21% | 20.14% |
| 2019-08 | -0.82% | +12.42% | 0.44% | — | — | — | +3.81 | 121.62 | 42.05% | 29.90% | 20.24% |
| 2019-07 | +0.69% | +13.35% | 0.44% | — | — | — | +1.62 | 118.83 | 43.24% | 30.32% | 19.89% |
| 2019-06 | +2.05% | +12.58% | 0.44% | — | — | — | +4.23 | 116.45 | 42.23% | 29.68% | 20.36% |
| 2019-05 | -1.37% | +10.32% | 0.44% | — | — | — | +1.06 | 109.99 | 42.60% | 30.18% | 19.05% |
| 2019-04 | +1.73% | +11.85% | 0.44% | — | — | — | +1.06 | 110.49 | 43.23% | 30.67% | 18.73% |
| 2019-03 | +0.71% | +9.95% | 0.44% | — | — | — | +3.59 | 107.61 | 42.53% | 30.47% | 18.18% |
| 2019-02 | +1.24% | +9.17% | 0.44% | — | — | — | +4.14 | 103.31 | 40.62% | 29.60% | 17.97% |
| 2019-01 | +2.95% | +7.83% | 0.44% | — | — | — | +0.96 | 97.98 | 42.58% | 31.11% | 18.75% |
| 2018-12 | -3.34% | +4.74% | 0.43% | — | — | — | +0.07 | 94.28 | 41.89% | 31.67% | 18.71% |
| 2018-11 | +0.52% | +8.36% | 0.43% | — | — | — | +1.41 | 97.47 | 44.03% | 33.01% | 19.18% |
| 2018-10 | -2.38% | +7.80% | 0.43% | — | — | — | +0.25 | 95.61 | 43.78% | 33.18% | 18.52% |
| 2018-09 | +0.12% | +10.43% | 0.43% | — | — | — | +1.79 | 97.70 | 45.11% | 33.08% | 18.65% |
| 2018-08 | +1.31% | +10.30% | 0.43% | — | — | — | +1.15 | 95.82 | 45.12% | 33.42% | 18.53% |
| 2018-07 | +1.48% | +8.87% | 0.43% | — | — | — | +3.02 | 93.47 | 41.53% | 30.21% | 16.89% |
| 2018-06 | -0.29% | +7.28% | 0.43% | — | — | — | +1.20 | 89.16 | 43.14% | 30.72% | 17.05% |
| 2018-05 | +0.28% | +7.60% | 0.43% | — | — | — | +2.23 | 88.27 | 43.70% | 31.11% | 17.22% |
| 2018-04 | +0.94% | +7.30% | 0.43% | — | — | — | +1.00 | 85.83 | 44.48% | 32.21% | 17.63% |
| 2018-03 | -1.27% | +6.30% | 0.43% | — | — | — | +0.47 | 84.07 | 44.69% | 32.03% | 17.18% |
| 2018-02 | -1.38% | +7.66% | 0.43% | — | — | — | +2.60 | 84.70 | 45.62% | 32.61% | 17.00% |
| 2018-01 | +1.68% | +9.17% | 0.43% | — | — | — | +0.74 | 83.30 | 45.81% | 32.30% | 15.77% |
| 2017-12 | +0.72% | +7.37% | 0.42% | — | — | — | +0.06 | 81.23 | 45.46% | 30.83% | 15.75% |
| 2017-11 | +0.60% | +6.60% | 0.42% | — | — | — | +1.79 | 80.61 | 43.87% | 32.37% | 15.11% |
| 2017-10 | +1.17% | +5.96% | 0.42% | — | — | — | -0.15 | 78.38 | 44.68% | 32.65% | 15.35% |
| 2017-09 | +0.48% | +4.74% | 0.42% | — | — | — | +0.31 | 77.65 | 44.07% | 32.03% | 15.18% |
| 2017-08 | +0.05% | +4.24% | 0.42% | — | — | — | +1.88 | 77.00 | 44.78% | 33.27% | 15.49% |
| 2017-07 | +1.05% | +4.19% | 0.42% | — | — | — | +1.37 | 75.11 | 42.86% | 30.70% | 15.59% |
| 2017-06 | -0.84% | +3.10% | 0.42% | — | — | — | +3.28 | 73.00 | 41.88% | 30.22% | 15.33% |
| 2017-05 | +1.38% | +3.98% | 0.42% | — | — | — | +2.62 | 70.36 | 42.40% | 30.09% | 16.43% |
| 2017-04 | +1.18% | +2.56% | 0.42% | — | — | — | +3.92 | 66.83 | 41.04% | 29.60% | 15.43% |
| 2017-03 | +0.32% | +1.36% | 0.42% | — | — | — | +2.31 | 62.20 | 42.03% | 30.24% | 15.61% |
| 2017-02 | +0.71% | +1.04% | 0.42% | — | — | — | +1.43 | 59.73 | 42.86% | 27.36% | 18.65% |
| 2017-01 | +0.48% | +0.33% | 0.42% | — | — | — | +3.58 | 57.91 | 42.50% | 27.61% | 16.23% |
| 2016-12 | +0.68% | -0.15% | — | — | — | — | +3.92 | 54.09 | 41.34% | 27.32% | 17.16% |
| 2016-11 | +0.21% | -0.82% | — | — | — | — | +1.93 | 49.84 | 42.98% | 30.96% | 16.85% |
| 2016-10 | -0.09% | -1.03% | — | — | — | — | +0.96 | 47.82 | 42.97% | 27.58% | 15.22% |
| 2016-09 | -0.49% | -0.94% | — | — | — | — | +2.76 | 46.92 | 45.50% | 29.48% | 15.86% |
| 2016-08 | +0.34% | -0.46% | — | — | — | — | +3.93 | 44.38 | 43.22% | 28.57% | 16.11% |
| 2016-07 | +2.40% | -0.79% | — | — | — | — | +5.86 | 40.35 | 42.30% | 28.85% | 14.45% |
| 2016-06 | -0.84% | -3.12% | — | — | — | — | +2.83 | 33.66 | 41.71% | 28.43% | 13.13% |
| 2016-05 | +0.47% | -2.30% | — | — | — | — | +3.40 | 31.10 | 43.25% | 29.26% | 14.44% |
| 2016-04 | +0.95% | -2.75% | — | — | — | — | +2.03 | 27.55 | 41.74% | 27.33% | 13.72% |
| 2016-03 | +1.37% | -3.67% | — | — | — | — | +2.78 | 25.29 | 42.27% | 28.23% | 13.60% |
| 2016-02 | -1.31% | -4.97% | — | — | — | — | +1.32 | 22.22 | 43.11% | 28.94% | 13.59% |
| 2016-01 | -3.71% | -3.71% | — | — | — | — | +0.83 | 21.17 | 43.88% | 31.18% | 15.21% |
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.