חודשים בטווח
114
נתונים היסטוריים · קופות גמל להשקעה
אלטשולר שחם חיסכון פלוס כללי
נתונים היסטוריים מלאים עבור אלטשולר שחם חיסכון פלוס כללי, 114 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7798 | שם קרן: אלטשולר שחם חיסכון פלוס כללי | סיווג קרן: קופת גמל להשקעה | חברה שולטת: אלטשולר שחם פיננסים בע"מ | חברה מנהלת: אלטשולר שחם גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: כללי | תת התמחות: כללי.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אלטשולר שחם חיסכון פלוס כללי ישירות למייל.
תשואה חודשית אחרונה
+2.03%
תשואה מצטברת מההתחלה
+83.23%
| 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 | +2.03% | +83.23% | 0.63% | -1.80% | 0.76 | 6.75% | -152.26 | 4367.41 | 48.75% | 41.23% | 20.76% |
| 2026-04 | +4.05% | +79.58% | 0.63% | -2.52% | 0.69 | 6.72% | -115.11 | 4432.93 | 46.80% | 39.41% | 19.86% |
| 2026-03 | -2.68% | +72.59% | 0.63% | -2.64% | 0.56 | 6.57% | -144.13 | 4373.53 | 44.90% | 34.50% | 16.35% |
| 2026-02 | -0.10% | +77.35% | 0.63% | -2.76% | 0.80 | 6.42% | -143.68 | 4643.19 | 46.51% | 36.30% | 17.87% |
| 2026-01 | +1.78% | +77.52% | 0.63% | -2.40% | 0.84 | 6.42% | -119.71 | 4793.76 | 44.90% | 37.04% | 17.97% |
| 2025-12 | +0.06% | +74.42% | 0.65% | -2.40% | 0.79 | 6.40% | -30.98 | 4829.77 | 45.04% | 36.15% | 17.43% |
| 2025-11 | +0.55% | +74.31% | 0.65% | -2.16% | 0.84 | 6.42% | -67.81 | 4860.57 | 43.54% | 37.15% | 19.33% |
| 2025-10 | +1.31% | +73.36% | 0.65% | -1.92% | 0.89 | 6.54% | -60.35 | 4904.46 | 42.76% | 39.02% | 20.46% |
| 2025-09 | +2.40% | +71.12% | 0.65% | -2.04% | 0.84 | 6.54% | -89.62 | 4903.50 | 48.57% | 44.83% | 21.35% |
| 2025-08 | +1.18% | +67.11% | 0.65% | -2.04% | 0.72 | 6.54% | -79.07 | 4879.59 | 46.70% | 46.89% | 20.55% |
| 2025-07 | +0.80% | +65.16% | 0.65% | -2.16% | 0.71 | 6.59% | -103.33 | 4903.57 | 46.44% | 57.32% | 22.43% |
| 2025-06 | +3.32% | +63.85% | 0.65% | -2.16% | 0.73 | 6.64% | -98.30 | 4970.24 | 48.73% | 56.95% | 22.46% |
| 2025-05 | +2.92% | +58.58% | 0.65% | -1.44% | 0.61 | 6.52% | -77.91 | 4909.79 | 45.94% | 51.27% | 21.28% |
| 2025-04 | +0.74% | +54.08% | 0.65% | -1.32% | 0.51 | 6.46% | -52.84 | 4849.18 | 44.85% | 45.47% | 19.14% |
| 2025-03 | -1.09% | +52.95% | 0.65% | -1.20% | 0.56 | 6.76% | -42.78 | 4869.56 | 45.17% | 45.84% | 19.68% |
| 2025-02 | -0.83% | +54.64% | 0.65% | -1.32% | 0.46 | 7.95% | -44.59 | 4968.55 | 45.54% | 54.27% | 21.49% |
| 2025-01 | +1.26% | +55.93% | 0.65% | -0.48% | 0.49 | 8.00% | -55.99 | 5056.98 | 44.46% | 56.15% | 23.81% |
| 2024-12 | -0.23% | +53.99% | 0.67% | -0.48% | 0.46 | 7.99% | +133.51 | 5051.81 | 43.90% | 55.18% | 22.41% |
| 2024-11 | +1.67% | +54.35% | 0.67% | -0.24% | 0.51 | 7.99% | +5.76 | 4933.06 | 48.39% | 57.80% | 22.71% |
| 2024-10 | +0.00% | +51.81% | 0.67% | -0.12% | 0.47 | 7.97% | -1.08 | 4848.82 | 46.74% | 51.16% | 22.43% |
| 2024-09 | +2.06% | +51.81% | 0.67% | -0.24% | 0.51 | 7.98% | -22.54 | 4853.52 | 48.12% | 52.86% | 24.78% |
| 2024-08 | +0.93% | +48.75% | 0.67% | — | 0.43 | 7.95% | -15.97 | 4780.20 | 50.75% | 53.89% | 23.79% |
| 2024-07 | +0.88% | +47.38% | 0.67% | -0.12% | 0.43 | 7.96% | -45.31 | 4754.66 | 50.33% | 47.14% | 22.66% |
| 2024-06 | +1.23% | +46.09% | 0.67% | +0.48% | 0.43 | 7.97% | -65.52 | 4760.55 | 52.45% | 58.83% | 25.59% |
| 2024-05 | +2.24% | +44.32% | 0.67% | +0.24% | 0.42 | 7.99% | -69.16 | 4769.92 | 47.87% | 57.17% | 24.99% |
| 2024-04 | -1.15% | +41.15% | 0.67% | +0.00% | 0.32 | 7.99% | -97.58 | 4735.61 | 46.74% | 50.65% | 23.33% |
| 2024-03 | +2.65% | +42.80% | 0.67% | -0.12% | 0.42 | 7.99% | -109.71 | 4891.43 | 49.96% | 54.06% | 26.49% |
| 2024-02 | +1.79% | +39.11% | 0.67% | -0.12% | 0.33 | 7.93% | -94.61 | 4876.13 | 50.82% | 65.03% | 25.94% |
| 2024-01 | +0.28% | +36.66% | 0.67% | +0.00% | 0.29 | 7.92% | -164.20 | 4886.20 | 49.70% | 67.22% | 25.25% |
| 2023-12 | +2.36% | +36.28% | 0.69% | +0.00% | 0.35 | 8.06% | +2.56 | 5038.38 | 49.05% | 67.45% | 25.70% |
| 2023-11 | +2.88% | +33.14% | 0.69% | +0.36% | 0.23 | 8.12% | -54.72 | 4922.19 | 46.40% | 68.45% | 24.40% |
| 2023-10 | -2.00% | +29.41% | 0.69% | +0.12% | 0.12 | 8.05% | -92.22 | 4840.45 | 43.98% | 71.89% | 20.63% |
| 2023-09 | -1.52% | +32.05% | 0.69% | -0.24% | 0.20 | 8.06% | -68.56 | 5034.79 | 42.14% | 66.69% | 20.69% |
| 2023-08 | -0.40% | +34.09% | 0.69% | -0.36% | 0.29 | 8.02% | -136.42 | 5184.23 | 42.78% | 65.78% | 22.58% |
| 2023-07 | +2.38% | +34.63% | 0.69% | -0.24% | 0.34 | 8.03% | -130.90 | 5346.22 | 42.08% | 63.24% | 22.13% |
| 2023-06 | +2.03% | +31.50% | 0.69% | -0.36% | 0.27 | 7.98% | -98.38 | 5354.00 | 44.29% | 64.77% | 21.72% |
| 2023-05 | +0.42% | +28.89% | 0.69% | -0.60% | 0.20 | 7.95% | -89.51 | 5347.00 | 43.41% | 61.64% | 23.18% |
| 2023-04 | +1.55% | +28.35% | 0.69% | -0.48% | 0.20 | 7.96% | -61.63 | 5416.83 | 45.66% | 56.54% | 23.11% |
| 2023-03 | +0.26% | +26.39% | 0.69% | -0.84% | 0.16 | 7.94% | -135.31 | 5398.08 | 43.75% | 55.80% | 22.12% |
| 2023-02 | -1.04% | +26.06% | 0.69% | -0.60% | 0.16 | 7.95% | -140.02 | 5522.78 | 43.66% | 56.09% | 21.68% |
| 2023-01 | +2.38% | +27.38% | 0.69% | -0.48% | 0.21 | 7.94% | -173.79 | 5723.96 | 44.32% | 53.38% | 25.93% |
| 2022-12 | -2.20% | +24.42% | 0.69% | -0.60% | 0.14 | 7.89% | -118.14 | 5765.85 | 42.69% | 50.55% | 22.04% |
| 2022-11 | +1.86% | +27.22% | 0.69% | -0.48% | 0.26 | 7.82% | -192.17 | 6018.90 | 42.32% | 48.84% | 18.86% |
| 2022-10 | +2.07% | +24.90% | 0.69% | -0.84% | 0.20 | 7.79% | -155.08 | 6103.37 | 45.19% | 50.67% | 13.21% |
| 2022-09 | -4.38% | +22.37% | 0.69% | -0.72% | 0.14 | 7.75% | -101.94 | 6136.69 | 44.53% | 50.72% | 12.58% |
| 2022-08 | -1.81% | +27.97% | 0.69% | -0.60% | 0.35 | 7.46% | -193.77 | 6524.50 | 48.23% | 51.20% | 14.27% |
| 2022-07 | +4.51% | +30.33% | 0.69% | -0.60% | 0.45 | 7.40% | -254.49 | 6841.89 | 51.37% | 53.47% | 18.62% |
| 2022-06 | -4.50% | +24.71% | 0.69% | -0.96% | 0.29 | 7.17% | -304.17 | 6800.67 | 57.75% | 61.20% | 18.24% |
| 2022-05 | -2.53% | +30.58% | 0.69% | -0.12% | 0.53 | 6.84% | -185.19 | 7441.13 | 57.92% | 62.49% | 20.08% |
| 2022-04 | -2.67% | +33.97% | 0.69% | -0.24% | 0.70 | 6.72% | -124.05 | 7831.40 | 55.98% | 61.03% | 20.45% |
| 2022-03 | +0.88% | +37.65% | 0.69% | +0.12% | 0.89 | 6.57% | -181.75 | 8178.01 | 50.33% | 54.03% | 22.03% |
| 2022-02 | -1.24% | +36.45% | 0.69% | +0.12% | 0.87 | 6.57% | -124.61 | 8293.53 | 55.54% | 58.65% | 20.14% |
| 2022-01 | -2.26% | +38.16% | 0.69% | +0.24% | 0.96 | 6.53% | -22.73 | 8528.91 | 57.16% | 60.45% | 17.23% |
| 2021-12 | +1.27% | +41.35% | 0.70% | +0.60% | 1.12 | 6.41% | +230.48 | 8757.01 | 50.72% | 52.81% | 15.43% |
| 2021-11 | +0.04% | +39.58% | 0.70% | +0.48% | 1.07 | 6.40% | -54.63 | 8423.70 | 50.78% | 53.85% | 15.18% |
| 2021-10 | +2.65% | +39.53% | 0.70% | — | — | — | -30.09 | 8479.55 | 47.44% | 52.28% | 17.40% |
| 2021-09 | -1.74% | +35.92% | 0.70% | — | — | — | +31.87 | 8294.40 | 47.02% | 49.93% | 15.77% |
| 2021-08 | +0.77% | +38.33% | 0.70% | — | — | — | +36.85 | 8414.27 | 46.32% | 48.93% | 17.42% |
| 2021-07 | -0.05% | +37.27% | 0.70% | — | — | — | +74.93 | 8317.64 | 43.74% | 46.59% | 17.65% |
| 2021-06 | +0.57% | +37.34% | 0.70% | — | — | — | +116.48 | 8251.31 | 46.60% | 49.84% | 19.58% |
| 2021-05 | +0.82% | +36.56% | 0.70% | — | — | — | +158.54 | 8092.58 | 48.33% | 52.73% | 23.49% |
| 2021-04 | +2.14% | +35.45% | 0.70% | — | — | — | +148.13 | 7872.93 | 47.32% | 52.09% | 24.12% |
| 2021-03 | +1.47% | +32.61% | 0.70% | — | — | — | +184.22 | 7566.49 | 46.27% | 51.09% | 25.86% |
| 2021-02 | +0.37% | +30.69% | 0.70% | — | — | — | +170.26 | 7278.33 | 47.73% | 53.08% | 26.79% |
| 2021-01 | +1.07% | +30.21% | 0.70% | — | — | — | +272.34 | 7087.79 | 48.71% | 54.88% | 25.55% |
| 2020-12 | +1.84% | +28.83% | 0.69% | — | — | — | +862.89 | 6746.36 | 45.59% | 48.12% | 23.33% |
| 2020-11 | +3.30% | +26.51% | 0.69% | — | — | — | +310.32 | 5772.12 | 39.10% | 43.63% | 25.82% |
| 2020-10 | -0.12% | +22.46% | 0.69% | — | — | — | +167.12 | 5288.09 | 41.44% | 47.56% | 25.78% |
| 2020-09 | -1.34% | +22.61% | 0.69% | — | — | — | +112.79 | 5131.85 | 41.82% | 48.95% | 27.06% |
| 2020-08 | +2.44% | +24.28% | 0.69% | — | — | — | +136.54 | 5090.39 | 39.44% | 49.58% | 28.45% |
| 2020-07 | +2.39% | +21.32% | 0.69% | — | — | — | +29.90 | 4836.85 | 36.80% | 46.64% | 27.96% |
| 2020-06 | +0.55% | +18.48% | 0.69% | — | — | — | +75.44 | 4696.95 | 33.02% | 44.01% | 26.24% |
| 2020-05 | +1.86% | +17.84% | 0.69% | — | — | — | +143.89 | 4599.22 | 30.80% | 38.99% | 23.32% |
| 2020-04 | +4.96% | +15.68% | 0.69% | — | — | — | +88.35 | 4374.28 | 31.94% | 41.56% | 20.97% |
| 2020-03 | -8.90% | +10.22% | 0.69% | — | — | — | -379.49 | 4084.01 | 35.83% | 41.67% | 14.30% |
| 2020-02 | -1.97% | +20.99% | 0.69% | — | — | — | +56.91 | 4904.75 | 35.38% | 33.32% | 13.14% |
| 2020-01 | +0.63% | +23.42% | 0.69% | — | — | — | +316.96 | 4949.40 | 36.32% | 32.54% | 14.13% |
| 2019-12 | +0.71% | +22.64% | 0.69% | — | — | — | +754.32 | 4606.06 | 36.26% | 31.91% | 11.77% |
| 2019-11 | +1.13% | +21.78% | 0.69% | — | — | — | +238.61 | 3824.17 | 37.40% | 32.40% | 12.21% |
| 2019-10 | +1.11% | +20.42% | 0.69% | — | — | — | +122.95 | 3545.68 | 38.38% | 33.29% | 13.65% |
| 2019-09 | +1.38% | +19.10% | 0.69% | — | — | — | +118.65 | 3385.98 | 40.95% | 28.77% | 12.61% |
| 2019-08 | -0.23% | +17.48% | 0.69% | — | — | — | +98.33 | 3223.84 | 42.32% | 29.16% | 13.09% |
| 2019-07 | +1.46% | +17.75% | 0.69% | — | — | — | +114.29 | 3134.50 | 38.55% | 29.62% | 12.92% |
| 2019-06 | +1.90% | +16.05% | 0.69% | — | — | — | +93.18 | 2977.85 | 39.00% | 28.97% | 12.60% |
| 2019-05 | -1.46% | +13.89% | 0.69% | — | — | — | +97.06 | 2831.75 | 30.38% | 18.76% | 13.02% |
| 2019-04 | +1.99% | +15.58% | 0.69% | — | — | — | +87.15 | 2777.27 | 36.29% | 22.81% | 13.08% |
| 2019-03 | +0.80% | +13.32% | 0.69% | — | — | — | +87.34 | 2638.52 | 39.01% | 26.21% | 13.55% |
| 2019-02 | +1.52% | +12.42% | 0.69% | — | — | — | +53.52 | 2531.86 | 38.84% | 25.32% | 13.12% |
| 2019-01 | +3.80% | +10.74% | 0.69% | — | — | — | +43.10 | 2442.10 | 36.88% | 22.94% | 14.46% |
| 2018-12 | -2.53% | +6.68% | 0.73% | — | — | — | +188.66 | 2311.32 | 37.06% | 26.23% | 16.20% |
| 2018-11 | -0.19% | +9.45% | 0.73% | — | — | — | +85.61 | 2180.62 | 35.38% | 20.18% | 17.41% |
| 2018-10 | -2.31% | +9.66% | 0.73% | — | — | — | +89.97 | 2100.52 | 37.22% | 22.95% | 15.98% |
| 2018-09 | -0.11% | +12.25% | 0.73% | — | — | — | +59.98 | 2060.07 | 37.02% | 23.88% | 13.39% |
| 2018-08 | +1.19% | +12.38% | 0.73% | — | — | — | +69.91 | 2003.17 | 35.25% | 23.12% | 13.90% |
| 2018-07 | +1.12% | +11.06% | 0.73% | — | — | — | +98.13 | 1911.19 | 34.43% | 21.41% | 14.74% |
| 2018-06 | -0.62% | +9.83% | 0.73% | — | — | — | +92.24 | 1793.67 | 30.96% | 18.11% | 13.31% |
| 2018-05 | +0.80% | +10.51% | 0.73% | — | — | — | +91.54 | 1713.15 | 35.02% | 21.52% | 12.34% |
| 2018-04 | +0.60% | +9.63% | 0.73% | — | — | — | +82.40 | 1610.47 | 34.43% | 21.09% | 11.76% |
| 2018-03 | -0.63% | +8.98% | 0.73% | — | — | — | +104.62 | 1519.64 | 33.34% | 18.66% | 11.12% |
| 2018-02 | -0.78% | +9.67% | 0.73% | — | — | — | +96.42 | 1425.27 | 32.66% | 17.22% | 9.23% |
| 2018-01 | +1.11% | +10.53% | 0.73% | — | — | — | +155.14 | 1339.92 | 33.68% | 18.51% | 8.43% |
| 2017-12 | +0.94% | +9.32% | — | — | — | — | +367.25 | 1171.61 | 28.79% | 15.14% | 13.25% |
| 2017-11 | +0.61% | +8.30% | — | — | — | — | +118.30 | 796.10 | 31.95% | 16.63% | 13.88% |
| 2017-10 | +1.09% | +7.65% | — | — | — | — | +65.92 | 673.55 | 32.25% | 18.06% | 16.10% |
| 2017-09 | +0.33% | +6.49% | — | — | — | — | +49.73 | 601.15 | 32.18% | 20.34% | 16.15% |
| 2017-08 | +0.73% | +6.13% | — | — | — | — | +54.58 | 549.85 | 32.13% | 19.96% | 15.81% |
| 2017-07 | +1.39% | +5.37% | — | — | — | — | +55.05 | 491.84 | 32.56% | 21.28% | 16.37% |
| 2017-06 | -0.51% | +3.92% | — | — | — | — | +55.53 | 431.10 | 32.98% | 21.37% | 12.72% |
| 2017-05 | +1.22% | +4.45% | — | — | — | — | +45.56 | 377.97 | 32.02% | 22.40% | 15.58% |
| 2017-04 | +0.84% | +3.19% | — | — | — | — | +35.57 | 328.52 | 30.21% | 20.35% | 14.53% |
| 2017-03 | +1.08% | +2.34% | — | — | — | — | +44.78 | 290.53 | 30.81% | 21.66% | 15.19% |
| 2017-02 | +0.85% | +1.24% | — | — | — | — | +34.47 | 243.37 | 29.65% | 22.63% | 17.48% |
| 2017-01 | -0.22% | +0.39% | — | — | — | — | +41.38 | 207.27 | 29.67% | 25.54% | 24.46% |
| 2016-12 | +0.61% | +0.61% | — | — | — | — | +156.13 | 166.19 | 20.69% | 18.63% | 15.86% |
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.