נתונים היסטוריים · קרנות השתלמות

אלטשולר שחם השתלמות מניות

נתונים היסטוריים מלאים עבור אלטשולר שחם השתלמות מניות, 168 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 1377 | שם קרן: אלטשולר שחם השתלמות מניות | סיווג קרן: קרנות השתלמות | חברה שולטת: אלטשולר שחם פיננסים בע"מ | חברה מנהלת: אלטשולר שחם גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מתמחים בניהול אקטיבי | תת התמחות: מניות.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 168
תשואה חודשית אחרונה +2.70%
תשואה מצטברת מההתחלה +331.60%
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 +2.70% +331.60% 0.68% -3.72% 0.82 12.09% -226.58 6323.03 93.45% 64.54% 31.49%
2026-04 +7.87% +320.25% 0.68% -5.16% 0.77 12.06% -166.04 6382.97 92.57% 63.25% 31.82%
2026-03 -5.00% +289.59% 0.68% -5.40% 0.62 11.72% -271.24 6075.71 90.70% 53.32% 25.12%
2026-02 -0.53% +310.10% 0.68% -5.64% 0.86 11.44% -203.39 6679.61 94.14% 59.50% 28.39%
2026-01 +2.92% +312.28% 0.68% -4.92% 0.91 11.43% -157.87 6923.34 90.10% 62.31% 28.80%
2025-12 +0.18% +300.58% 0.70% -4.92% 0.86 11.40% -117.59 6884.60 95.03% 63.51% 29.18%
2025-11 +1.01% +299.86% 0.70% -4.56% 0.91 11.46% -63.26 6992.95 91.77% 64.40% 32.58%
2025-10 +1.60% +295.87% 0.70% -4.08% 0.95 11.81% -39.88 6990.59 88.67% 66.11% 33.87%
2025-09 +4.13% +289.63% 0.70% -4.32% 0.92 11.82% -112.30 6923.40 98.59% 74.66% 35.96%
2025-08 +1.15% +274.18% 0.70% -4.32% 0.79 11.83% -40.89 6761.96 96.86% 77.16% 35.28%
2025-07 +1.63% +269.92% 0.70% -4.20% 0.82 11.98% -83.35 6728.50 98.46% 85.07% 38.65%
2025-06 +5.55% +263.99% 0.70% -4.32% 0.83 12.17% -94.36 6706.14 97.15% 89.90% 38.80%
2025-05 +6.50% +244.85% 0.70% -2.64% 0.71 12.00% -90.99 6449.25 92.42% 81.30% 35.15%
2025-04 +0.96% +223.80% 0.70% -2.64% 0.58 11.75% -84.48 6145.05 94.49% 74.19% 31.84%
2025-03 -3.01% +220.73% 0.70% -2.40% 0.63 12.22% -88.67 6176.04 96.70% 76.69% 33.26%
2025-02 -2.64% +230.68% 0.70% -2.88% 0.55 14.36% -25.30 6460.63 96.27% 86.22% 31.56%
2025-01 +2.61% +239.65% 0.70% -2.16% 0.58 14.68% +18.65 6664.60 91.74% 85.64% 36.12%
2024-12 -0.51% +231.01% 0.71% -2.28% 0.53 14.66% +53.76 6480.33 91.40% 86.30% 34.33%
2024-11 +2.42% +232.70% 0.71% -1.80% 0.57 14.65% +20.41 6464.28 97.67% 93.24% 35.13%
2024-10 -0.30% +224.84% 0.71% -1.44% 0.55 14.66% -34.86 6295.33 92.86% 86.69% 33.64%
2024-09 +3.51% +225.82% 0.71% -1.56% 0.59 14.66% -29.41 6350.20 91.45% 91.80% 42.01%
2024-08 +1.05% +214.77% 0.71% 0.52 14.63% -35.79 6166.87 98.07% 97.13% 40.42%
2024-07 +1.03% +211.50% 0.71% -1.56% 0.51 14.67% -35.62 6143.00 97.11% 84.51% 37.50%
2024-06 +2.50% +208.32% 0.71% -0.60% 0.51 14.67% -69.11 6119.78 101.22% 96.38% 42.08%
2024-05 +3.36% +200.80% 0.71% -1.08% 0.48 14.71% -99.94 6041.97 95.46% 89.30% 42.05%
2024-04 -2.31% +191.03% 0.71% -1.44% 0.39 14.76% -137.88 5945.46 94.18% 86.92% 40.60%
2024-03 +4.50% +197.91% 0.71% -1.68% 0.49 14.76% -154.56 6228.98 98.04% 97.63% 45.97%
2024-02 +3.89% +185.08% 0.71% -1.56% 0.40 14.66% -185.49 6115.40 101.22% 93.41% 46.27%
2024-01 +0.61% +174.40% 0.71% -1.32% 0.34 14.61% -215.28 6070.08 101.06% 92.30% 44.38%
2023-12 +3.80% +172.74% 0.72% -1.32% 0.39 14.93% -58.25 6248.81 101.94% 93.66% 46.38%
2023-11 +4.31% +162.76% 0.72% -0.84% 0.26 15.18% -29.39 6080.03 100.04% 91.08% 46.48%
2023-10 -3.72% +151.90% 0.72% -1.20% 0.18 15.08% -132.67 5860.30 98.74% 91.16% 40.45%
2023-09 -2.22% +161.63% 0.72% -1.92% 0.24 15.20% -53.84 6226.12 94.37% 82.61% 40.25%
2023-08 -1.45% +167.57% 0.72% -2.40% 0.30 15.15% -126.77 6426.07 95.17% 83.50% 44.54%
2023-07 +4.77% +171.51% 0.72% -1.92% 0.37 15.17% -76.95 6654.53 93.20% 82.55% 41.23%
2023-06 +4.04% +159.15% 0.72% -2.04% 0.29 15.07% -18.68 6429.62 94.57% 87.45% 41.52%
2023-05 +0.13% +149.08% 0.72% -2.64% 0.20 15.00% -20.22 6201.01 90.76% 84.93% 44.11%
2023-04 +3.17% +148.76% 0.72% -2.40% 0.22 15.02% -43.41 6216.62 95.04% 88.20% 43.93%
2023-03 -0.16% +141.12% 0.72% -2.88% 0.17 14.98% -103.39 6071.72 90.26% 84.57% 41.79%
2023-02 -1.39% +141.50% 0.72% -2.52% 0.17 15.02% -78.58 6189.47 89.34% 84.17% 41.11%
2023-01 +3.97% +144.91% 0.72% -2.40% 0.20 15.02% -102.63 6359.19 90.10% 83.13% 50.26%
2022-12 -4.13% +135.56% 0.72% -2.52% 0.14 14.97% -128.44 6219.98 87.30% 79.43% 45.48%
2022-11 +3.51% +145.70% 0.72% -2.04% 0.26 14.85% -110.29 6625.80 87.32% 77.25% 40.13%
2022-10 +4.27% +137.37% 0.72% -2.88% 0.19 14.79% -91.84 6514.28 91.50% 79.74% 25.73%
2022-09 -7.79% +127.65% 0.72% -2.52% 0.12 14.72% -78.94 6340.27 95.40% 84.79% 26.13%
2022-08 -2.79% +146.88% 0.72% -2.28% 0.33 14.24% -108.83 6961.89 95.84% 81.43% 28.58%
2022-07 +7.61% +153.97% 0.72% -2.28% 0.41 14.16% -175.49 7275.68 97.65% 81.81% 34.34%
2022-06 -7.76% +136.01% 0.72% -2.76% 0.26 13.82% -217.71 6934.60 105.43% 91.39% 35.28%
2022-05 -4.03% +155.86% 0.72% -1.44% 0.48 13.31% -131.92 7752.66 100.00% 99.76% 37.92%
2022-04 -4.36% +166.61% 0.72% -1.56% 0.61 13.16% -114.69 8223.97 108.96% 99.86% 38.24%
2022-03 +1.04% +178.76% 0.72% -0.96% 0.76 12.95% -143.20 8724.43 101.51% 91.53% 40.44%
2022-02 -1.38% +175.89% 0.72% -0.84% 0.76 12.96% -119.97 8782.27 109.64% 99.46% 37.83%
2022-01 -3.90% +179.75% 0.72% -0.12% 0.83 12.95% -2.64 9032.76 118.15% 109.46% 31.41%
2021-12 +2.30% +191.11% 0.74% +0.84% 0.96 12.76% -41.39 9411.07 100.00% 96.31% 27.72%
2021-11 -0.41% +184.56% 0.74% +1.08% 0.93 12.76% +16.60 9246.19 100.00% 98.40% 26.93%
2021-10 +4.89% +185.73% 0.74% +1.92% 0.97 12.75% +7.66 9273.09 98.21% 91.97% 30.05%
2021-09 -3.57% +172.41% 0.74% +1.68% 0.87 12.63% +63.69 8363.76 100.00% 94.53% 28.05%
2021-08 +0.89% +182.50% 0.74% +2.76% 0.99 12.47% +7.28 8614.33 98.15% 91.78% 30.94%
2021-07 -0.63% +180.01% 0.74% +3.60% 0.99 12.47% +74.29 8537.06 93.70% 88.68% 34.22%
2021-06 +1.12% +181.78% 0.74% +3.72% 1.05 12.52% +196.81 8522.39 98.03% 93.89% 37.44%
2021-05 +0.85% +178.66% 0.74% +3.48% 1.01 12.59% +176.45 8236.53 100.00% 98.04% 44.12%
2021-04 +3.95% +176.31% 0.74% +3.96% 1.02 12.59% +222.42 7994.62 99.27% 96.48% 43.64%
2021-03 +2.16% +165.81% 0.74% +3.84% 0.95 12.53% +181.90 7479.30 97.51% 94.18% 52.84%
2021-02 +1.26% +160.19% 0.74% +4.56% 0.93 12.62% +158.56 7145.10 99.08% 96.06% 50.79%
2021-01 +2.04% +156.95% 0.74% +3.96% 0.90 12.69% +284.75 6908.39 100.00% 99.00% 48.70%
2020-12 +3.46% +151.82% 0.74% +3.72% 0.80 13.06% +311.51 6496.60 99.99% 88.39% 46.10%
2020-11 +7.32% +143.40% 0.74% +3.24% 0.71 13.12% +207.82 5976.68 96.67% 83.72% 48.38%
2020-10 -0.29% +126.79% 0.74% +4.32% 0.57 12.78% +97.50 5377.12 100.00% 88.93% 46.98%
2020-09 -2.36% +127.45% 0.74% +4.80% 0.62 12.99% +84.16 5300.82 100.00% 89.21% 48.55%
2020-08 +5.16% +132.95% 0.74% +4.80% 0.66 13.06% +109.44 5345.47 93.65% 91.18% 47.71%
2020-07 +5.77% +121.52% 0.74% +4.32% 0.51 13.21% +61.06 4979.74 93.93% 82.19% 45.00%
2020-06 +1.13% +109.44% 0.74% +4.20% 0.40 13.00% +118.33 4652.52 84.79% 76.20% 41.31%
2020-05 +2.64% +107.10% 0.74% +3.72% 0.35 13.09% +198.89 4487.48 78.92% 64.65% 36.07%
2020-04 +8.32% +101.77% 0.74% +2.76% 0.30 13.05% +252.60 4176.83 79.21% 60.73% 30.68%
2020-03 -16.30% +86.27% 0.74% +2.88% 0.11 12.55% -31.63 3614.17 88.51% 61.40% 22.83%
2020-02 -6.87% +122.55% 0.74% +3.36% 0.74 10.05% +87.68 4346.78 94.78% 67.65% 25.37%
2020-01 +1.02% +138.96% 0.74% +3.48% 1.13 9.75% +193.19 4582.77 89.25% 59.77% 27.51%
2019-12 +1.62% +136.55% 0.74% +3.24% 1.13 9.75% +202.18 4349.34 92.00% 61.80% 26.29%
2019-11 +2.56% +132.78% 0.74% +2.64% 1.05 9.85% +145.37 4081.68 92.31% 59.72% 25.40%
2019-10 +2.22% +126.97% 0.74% +2.76% 1.01 9.88% +132.35 3838.71 92.06% 59.38% 25.09%
2019-09 +2.57% +122.04% 0.74% +2.52% 0.91 9.97% +107.90 3626.62 97.53% 64.83% 22.13%
2019-08 -1.48% +116.48% 0.74% +2.40% 0.85 9.93% +101.91 3431.96 99.45% 69.35% 22.77%
2019-07 +1.16% +119.73% 0.74% +2.52% 0.94 9.91% +133.02 3381.63 92.22% 62.99% 21.61%
2019-06 +3.69% +117.21% 0.74% +1.92% 0.88 10.04% +111.49 3213.64 83.21% 63.70% 16.41%
2019-05 -3.25% +109.48% 0.74% +2.40% 0.78 9.95% +100.52 2992.34 72.75% 50.13% 16.37%
2019-04 +3.63% +116.52% 0.74% +2.64% 0.94 9.81% +96.73 2991.59 87.64% 58.19% 15.32%
2019-03 +0.77% +108.93% 0.74% +2.88% 0.85 9.72% +64.75 2794.60 94.42% 62.75% 15.71%
2019-02 +2.52% +107.34% 0.74% +2.88% 0.85 9.74% +64.66 2710.42 93.50% 59.50% 16.38%
2019-01 +7.44% +102.24% 0.74% +2.76% 0.81 9.82% +57.61 2581.75 91.18% 55.86% 19.96%
2018-12 -6.25% +88.23% 0.76% +2.16% 0.58 9.47% +96.48 2348.67 97.34% 58.30% 27.04%
2018-11 +0.35% +100.78% 0.76% +2.52% 0.90 8.96% +89.62 2407.76 92.92% 49.71% 33.62%
2018-10 -5.41% +100.08% 0.76% +2.28% 0.91 8.97% +104.00 2311.50 99.61% 59.68% 31.74%
2018-09 -0.48% +111.53% 0.76% +3.48% 1.29 8.66% +92.81 2336.93 97.08% 58.94% 23.76%
2018-08 +3.15% +112.55% 0.76% +3.72% 1.38 8.78% +116.16 2255.95 92.32% 55.15% 25.28%
2018-07 +2.21% +106.06% 0.76% +3.84% 1.26 8.75% +107.41 2073.78 93.86% 52.53% 27.05%
2018-06 -0.94% +101.60% 0.76% +3.84% 1.21 8.76% +101.62 1924.54 82.62% 44.37% 23.33%
2018-05 +2.12% +103.51% 0.76% +4.20% 1.20 9.03% +84.85 1843.28 93.06% 55.40% 23.15%
2018-04 +1.58% +99.29% 0.76% +4.20% 1.16 9.11% +69.27 1723.37 92.08% 54.06% 21.51%
2018-03 -2.28% +96.19% 0.76% +4.32% 1.13 9.11% +91.18 1629.11 89.13% 48.22% 18.93%
2018-02 -1.41% +100.77% 0.76% +4.32% 1.27 9.00% +90.83 1576.17 86.97% 45.20% 16.35%
2018-01 +2.63% +103.64% 0.76% +4.20% 1.38 8.96% +128.63 1506.70 89.07% 46.79% 16.30%
2017-12 +2.13% +98.42% 0.80% +4.44% 1.32 8.95% +115.60 1343.07 92.29% 44.89% 45.07%
2017-11 +1.28% +94.28% 0.80% +5.16% 1.26 8.93% +75.15 1201.43 89.73% 42.56% 42.01%
2017-10 +2.59% +91.83% 0.80% +5.52% 1.25 8.96% +59.80 1111.97 87.07% 45.49% 45.28%
2017-09 +1.16% +86.98% 0.80% +5.40% 1.19 8.94% +42.63 1025.90 87.26% 47.05% 46.26%
2017-08 +1.09% +84.84% 0.80% +5.52% 1.20 9.14% +55.36 972.42 87.09% 45.46% 45.29%
2017-07 +2.16% +82.85% 0.80% +5.64% 1.19 9.15% +48.78 907.57 86.89% 44.37% 43.85%
2017-06 -0.53% +78.98% 0.80% +5.64% 1.16 9.23% +36.68 841.03 88.23% 45.33% 40.46%
2017-05 +2.40% +79.93% 0.80% +5.64% 1.18 9.24% +43.47 808.93 84.70% 47.45% 44.34%
2017-04 +1.20% +75.72% 0.80% +5.40% 0.98 9.93% +31.16 747.75 79.80% 43.36% 39.35%
2017-03 +2.02% +73.63% 0.80% +5.28% 0.96 9.93% +30.51 708.33 81.21% 42.53% 37.51%
2017-02 +2.91% +70.19% 0.80% +4.68% 0.91 9.92% +21.38 664.74 77.58% 41.72% 39.21%
2017-01 +0.64% +65.38% 0.80% +4.44% 0.85 9.89% +23.03 625.35 82.73% 47.22% 47.66%
2016-12 +2.11% +64.33% 0.81% +4.80% 0.88 10.05% +14.05 598.98 81.10% 46.29% 47.29%
2016-11 +2.26% +60.93% 0.81% +4.68% 0.81 10.05% +8.90 573.18 84.05% 48.59% 62.09%
2016-10 +0.89% +57.38% 0.81% +4.56% 0.73 10.08% +1.17 552.11 95.38% 59.28% 73.03%
2016-09 -0.22% +55.99% 0.81% +4.44% 0.76 10.46% +1.81 546.47 88.98% 51.97% 65.37%
2016-08 +1.43% +56.33% 0.81% +3.84% 0.72 10.72% +2.37 546.26 84.29% 48.01% 59.45%
2016-07 +4.11% +54.13% 0.81% +3.36% 0.59 11.35% +3.66 536.60 83.29% 48.27% 59.93%
2016-06 -1.78% +48.04% 0.81% +3.12% 0.45 11.30% +1.85 512.16 91.16% 55.40% 69.99%
2016-05 +1.51% +50.73% 0.81% +3.12% 0.49 11.33% +4.22 519.96 85.91% 51.93% 63.28%
2016-04 +1.64% +48.49% 0.81% +3.00% 0.43 11.39% +9.34 508.31 87.18% 55.65% 66.32%
2016-03 +4.66% +46.09% 0.81% +2.88% 0.38 11.38% +10.37 491.20 89.85% 58.09% 68.78%
2016-02 -1.80% +39.59% 0.81% +3.12% 0.27 11.24% +9.25 459.66 89.93% 57.60% 74.72%
2016-01 -5.91% +42.14% 0.81% +3.36% 0.33 11.19% +9.24 458.79 93.37% 61.52% 76.58%
2015-12 -2.90% +51.07% 0.83% +3.84% 0.55 10.81% +11.16 478.28 94.87% 61.08% 7.15%
2015-11 +0.39% +55.58% 0.83% +4.44% 0.71 10.94% +9.94 481.39 91.22% 58.67% 0.34%
2015-10 +6.03% +54.98% 0.83% +4.08% 0.69 10.97% +9.36 469.86 91.28% 58.31% 0.71%
2015-09 -3.60% +46.17% 0.83% +3.60% 0.56 10.79% +6.99 434.37 91.28% 57.00% 1.42%
2015-08 -5.50% +51.62% 0.83% +3.60% 0.75 10.92% +18.39 443.82 91.35% 57.49% 6.26%
2015-07 +1.57% +60.45% 0.83% +3.24% 0.99 10.58% +15.13 451.34 90.84% 55.69% 5.56%
2015-06 -2.78% +57.97% 0.83% +3.24% 0.99 10.78% +21.06 429.71 90.36% 53.82% 5.14%
2015-05 +0.32% +62.49% 0.83% +2.52% 1.10 10.71% +15.05 420.94 93.45% 54.62% 5.98%
2015-04 +0.56% +61.97% 0.83% +2.88% 1.00 11.22% +14.82 404.90 95.51% 55.14% 7.86%
2015-03 +2.41% +61.07% 0.83% +3.12% 0.96 11.33% +9.40 388.33 96.01% 54.86% 8.20%
2015-02 +6.01% +57.28% 0.83% +3.24% 0.93 11.42% +13.57 370.17 96.58% 60.60% 7.39%
2015-01 +1.32% +48.36% 0.83% +3.12% 0.80 11.18% +11.94 336.28 95.22% 60.99% 7.90%
2014-12 -2.44% +46.43% 0.90% +18.62 320.20 93.03% 60.11% 7.19%
2014-11 +3.30% +50.09% 0.90% +10.24 309.48 92.13% 61.50% 17.43%
2014-10 -2.47% +45.29% 0.90% +14.06 289.76 94.61% 62.86% 19.24%
2014-09 +1.13% +48.97% 0.90% +12.41 282.88 91.88% 61.07% 17.62%
2014-08 +2.38% +47.31% 0.90% +11.29 267.68 94.60% 67.17% 19.07%
2014-07 -2.86% +43.88% 0.90% +9.33 250.40 92.40% 65.65% 19.23%
2014-06 +0.64% +48.12% 0.90% +7.58 248.52 85.44% 56.08% 17.66%
2014-05 +2.21% +47.18% 0.90% +3.68 239.58 81.64% 51.63% 15.44%
2014-04 +0.87% +44.00% 0.90% +8.79 230.92 84.06% 52.07% 10.07%
2014-03 +1.89% +42.75% 0.90% +12.01 220.32 82.78% 50.29% 15.67%
2014-02 +4.01% +40.11% 0.90% +8.55 204.46 79.01% 48.88% 18.69%
2014-01 -3.06% +34.70% 0.90% +16.28 188.34 72.39% 50.35% 25.98%
2013-12 +0.11% +38.96% 0.97% +15.97 177.92 73.48% 48.92% 30.58%
2013-11 +1.87% +38.80% 0.97% +10.19 161.75 72.65% 48.79% 29.34%
2013-10 +4.11% +36.26% 0.97% +9.51 148.75 81.65% 51.13% 36.29%
2013-09 +4.31% +30.88% 0.97% +6.78 87.80 77.63% 46.86% 32.12%
2013-08 -0.72% +25.47% 0.97% +5.60 77.69 76.82% 53.79% 29.51%
2013-07 +2.51% +26.38% 0.97% +7.50 72.70 79.15% 54.57% 35.76%
2013-06 -4.37% +23.28% 0.97% +4.27 63.61 84.64% 51.75% 36.11%
2013-05 +3.67% +28.92% 0.97% +4.75 62.16 87.64% 51.05% 35.14%
2013-04 +1.64% +24.35% 0.97% +6.75 55.36 87.93% 50.40% 32.73%
2013-03 +0.57% +22.35% 0.97% +5.43 47.79 85.06% 46.43% 31.45%
2013-02 +2.45% +21.65% 0.97% +3.82 42.16 86.36% 49.76% 33.28%
2013-01 +2.04% +18.75% 0.97% +3.89 37.44 87.82% 52.54% 34.08%
2012-12 +1.18% +16.37% 1.08% +3.33 32.90 87.78% 50.09% 37.36%
2012-11 +2.51% +15.01% 1.08% +0.80 29.25 92.75% 53.20% 44.00%
2012-10 +1.95% +12.20% 1.08% -0.01 27.75 89.73% 51.42% 40.76%
2012-09 +5.24% +10.05% 1.08% +1.17 27.26 87.20% 50.48% 40.87%
2012-08 +1.40% +4.57% 1.08% +0.81 24.80 91.13% 56.77% 45.00%
2012-07 +3.95% +3.13% 1.08% +0.62 23.67 89.44% 58.77% 49.09%
2012-06 -0.79% -0.79% 1.08% +1.11 22.18 92.29% 59.74% 48.92%

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.