חודשים בטווח
120
אלטשולר שחם פנסיה כללית מסלול לבני 50 עד 60
נתונים היסטוריים מלאים עבור אלטשולר שחם פנסיה כללית מסלול לבני 50 עד 60, 120 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9762 | שם קרן: אלטשולר שחם פנסיה כללית מסלול לבני 50 עד 60 | סיווג קרן: קרנות כלליות | חברה שולטת: אלטשולר שחם פיננסים בע"מ | חברה מנהלת: אלטשולר שחם גמל ופנסיה בע"מ | אוכלוסיית יעד: — | התמחות: — | תת התמחות: —.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אלטשולר שחם פנסיה כללית מסלול לבני 50 עד 60 ישירות למייל.
תשואה חודשית אחרונה
+2.13%
תשואה מצטברת מההתחלה
+94.36%
| 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 | +2.13% | +94.36% | 0.18% | -1.68% | 0.78 | 6.89% | -4.85 | 181.39 | 52.10% | 47.20% | 20.17% |
| 2026-04 | +4.53% | +90.31% | 0.18% | -2.52% | 0.71 | 6.86% | -3.98 | 182.48 | 50.33% | 44.15% | 19.39% |
| 2026-03 | -3.16% | +82.06% | 0.18% | -2.64% | 0.55 | 6.65% | -0.03 | 178.64 | 47.80% | 38.38% | 15.35% |
| 2026-02 | -0.15% | +88.00% | 0.18% | -2.64% | 0.83 | 6.44% | -0.44 | 184.84 | 49.81% | 40.31% | 17.40% |
| 2026-01 | +1.82% | +88.28% | 0.18% | -2.28% | 0.88 | 6.44% | -3.42 | 185.80 | 47.96% | 40.65% | 17.56% |
| 2025-12 | +0.00% | +84.92% | 0.20% | -2.28% | 0.83 | 6.41% | -0.44 | 186.07 | 48.14% | 39.81% | 17.14% |
| 2025-11 | +0.52% | +84.92% | 0.20% | -2.04% | 0.88 | 6.44% | +0.54 | 186.78 | 47.00% | 41.14% | 19.29% |
| 2025-10 | +1.34% | +83.96% | 0.20% | -1.68% | 0.93 | 6.55% | +2.45 | 185.55 | 45.90% | 43.11% | 20.43% |
| 2025-09 | +2.50% | +81.53% | 0.20% | -1.92% | 0.88 | 6.55% | +2.81 | 180.92 | 48.35% | 45.97% | 19.82% |
| 2025-08 | +1.23% | +77.10% | 0.20% | -1.92% | 0.76 | 6.55% | +0.98 | 174.01 | 47.95% | 50.35% | 19.65% |
| 2025-07 | +0.80% | +74.95% | 0.20% | -2.04% | 0.75 | 6.58% | -1.98 | 170.41 | 45.99% | 65.60% | 22.16% |
| 2025-06 | +3.59% | +73.56% | 0.20% | -2.04% | 0.77 | 6.65% | +2.64 | 171.30 | 50.83% | 61.61% | 22.41% |
| 2025-05 | +3.08% | +67.54% | 0.20% | -1.44% | 0.63 | 6.51% | +5.03 | 163.01 | 49.11% | 56.62% | 21.48% |
| 2025-04 | +0.55% | +62.54% | 0.20% | -1.32% | 0.53 | 6.41% | +2.96 | 153.23 | 47.95% | 50.12% | 18.65% |
| 2025-03 | -1.30% | +61.65% | 0.20% | -1.20% | 0.59 | 6.69% | +2.56 | 149.53 | 47.78% | 48.57% | 19.37% |
| 2025-02 | -0.96% | +63.78% | 0.20% | -0.96% | 0.51 | 7.66% | +3.36 | 149.01 | 49.39% | 58.20% | 21.78% |
| 2025-01 | +1.49% | +65.37% | 0.20% | +0.00% | 0.56 | 7.69% | +1.59 | 147.34 | 50.17% | 62.18% | 25.25% |
| 2024-12 | -0.22% | +62.94% | 0.20% | +0.00% | 0.52 | 7.69% | +1.58 | 143.83 | 49.27% | 62.30% | 23.91% |
| 2024-11 | +1.56% | +63.30% | 0.20% | +0.24% | 0.57 | 7.69% | +4.44 | 142.84 | 49.86% | 62.36% | 22.72% |
| 2024-10 | -0.19% | +60.79% | 0.20% | +0.36% | 0.53 | 7.66% | +5.32 | 136.54 | 46.95% | 54.13% | 22.02% |
| 2024-09 | +2.26% | +61.10% | 0.20% | +0.36% | 0.58 | 7.66% | +2.94 | 131.72 | 46.99% | 54.71% | 24.45% |
| 2024-08 | +0.91% | +57.54% | 0.20% | — | 0.49 | 7.62% | +3.36 | 126.05 | 51.01% | 56.45% | 23.58% |
| 2024-07 | +0.79% | +56.11% | 0.20% | +0.24% | 0.49 | 7.62% | +2.10 | 121.59 | 49.10% | 48.24% | 22.46% |
| 2024-06 | +1.37% | +54.89% | 0.20% | +0.84% | 0.49 | 7.66% | +3.04 | 118.78 | 51.96% | 55.37% | 25.43% |
| 2024-05 | +2.12% | +52.80% | 0.20% | +0.60% | 0.48 | 7.66% | -0.69 | 114.37 | 49.10% | 56.79% | 25.02% |
| 2024-04 | -1.10% | +49.63% | 0.20% | +0.36% | 0.38 | 7.69% | +1.58 | 112.71 | 47.66% | 52.75% | 23.33% |
| 2024-03 | +2.73% | +51.29% | 0.20% | +0.24% | 0.48 | 7.69% | +0.63 | 112.60 | 52.08% | 57.11% | 26.67% |
| 2024-02 | +1.86% | +47.27% | 0.20% | +0.24% | 0.40 | 7.62% | +1.60 | 109.26 | 52.44% | 61.39% | 26.09% |
| 2024-01 | +0.37% | +44.58% | 0.20% | +0.48% | 0.35 | 7.59% | -1.43 | 105.89 | 51.06% | 59.78% | 25.56% |
| 2023-12 | +2.52% | +44.05% | 0.21% | +0.48% | 0.40 | 7.76% | +0.10 | 106.92 | 51.57% | 59.99% | 25.94% |
| 2023-11 | +2.80% | +40.51% | 0.21% | +0.72% | 0.28 | 7.79% | +0.53 | 104.41 | 48.50% | 61.22% | 24.57% |
| 2023-10 | -1.62% | +36.68% | 0.21% | +0.48% | 0.17 | 7.72% | +0.92 | 101.55 | 45.47% | 62.13% | 20.52% |
| 2023-09 | -1.41% | +38.93% | 0.21% | +0.12% | 0.23 | 7.76% | +1.02 | 102.55 | 43.24% | 57.29% | 20.75% |
| 2023-08 | -0.49% | +40.92% | 0.21% | -0.12% | 0.32 | 7.72% | +3.64 | 103.15 | 43.81% | 56.59% | 22.69% |
| 2023-07 | +2.61% | +41.61% | 0.21% | +0.12% | 0.38 | 7.72% | +0.35 | 99.48 | 42.44% | 53.52% | 22.14% |
| 2023-06 | +1.91% | +38.01% | 0.21% | +0.00% | 0.30 | 7.69% | +1.73 | 96.81 | 44.70% | 53.86% | 21.71% |
| 2023-05 | +0.47% | +35.42% | 0.21% | -0.24% | 0.23 | 7.66% | +3.75 | 93.77 | 45.63% | 54.42% | 23.58% |
| 2023-04 | +1.67% | +34.79% | 0.21% | -0.12% | 0.24 | 7.66% | +2.92 | 89.72 | 47.86% | 50.30% | 23.27% |
| 2023-03 | +0.27% | +32.57% | 0.21% | -0.48% | 0.19 | 7.62% | -1.70 | 85.32 | 46.34% | 49.47% | 22.39% |
| 2023-02 | -0.74% | +32.22% | 0.21% | -0.24% | 0.19 | 7.66% | -3.35 | 87.08 | 46.76% | 52.74% | 21.55% |
| 2023-01 | +2.47% | +33.20% | 0.21% | -0.24% | 0.22 | 7.66% | -1.63 | 91.35 | 46.05% | 49.91% | 26.02% |
| 2022-12 | -2.08% | +29.99% | 0.26% | -0.36% | 0.15 | 7.62% | +0.46 | 91.01 | 39.59% | 42.26% | 20.80% |
| 2022-11 | +1.74% | +32.75% | 0.26% | -0.12% | 0.27 | 7.55% | -1.25 | 93.00 | 43.70% | 42.80% | 17.69% |
| 2022-10 | +2.33% | +30.48% | 0.26% | -0.48% | 0.22 | 7.52% | +1.68 | 92.63 | 45.40% | 43.66% | 13.82% |
| 2022-09 | -4.47% | +27.51% | 0.26% | -0.48% | 0.14 | 7.48% | -0.96 | 89.11 | 45.35% | 44.63% | 13.08% |
| 2022-08 | -1.84% | +33.48% | 0.26% | -0.24% | 0.37 | 7.14% | +0.95 | 94.48 | 47.80% | 46.15% | 13.44% |
| 2022-07 | +4.37% | +35.98% | 0.26% | -0.24% | 0.48 | 7.10% | +2.68 | 95.86 | 49.87% | 49.65% | 16.75% |
| 2022-06 | -4.37% | +30.29% | 0.26% | -0.48% | 0.32 | 6.86% | +0.90 | 89.50 | 55.73% | 56.86% | 18.01% |
| 2022-05 | -2.45% | +36.24% | 0.26% | +0.36% | 0.56 | 6.55% | +1.27 | 93.22 | 57.25% | 59.53% | 21.07% |
| 2022-04 | -2.63% | +39.66% | 0.26% | +0.24% | 0.73 | 6.41% | -0.65 | 94.10 | 54.98% | 57.46% | 22.21% |
| 2022-03 | +0.67% | +43.44% | 0.26% | +0.60% | 0.93 | 6.27% | +0.19 | 97.49 | 49.55% | 51.51% | 22.41% |
| 2022-02 | -1.22% | +42.48% | 0.26% | +0.60% | 0.92 | 6.27% | +1.77 | 94.65 | 55.31% | 56.90% | 20.51% |
| 2022-01 | -2.36% | +44.24% | 0.26% | +0.96% | 1.02 | 6.20% | +2.66 | 94.36 | 56.25% | 59.67% | 16.55% |
| 2021-12 | +1.12% | +47.73% | 0.43% | +1.44% | 1.20 | 6.06% | +2.78 | 94.19 | 50.76% | 53.67% | 15.32% |
| 2021-11 | -0.09% | +46.09% | 0.43% | +1.44% | 1.16 | 6.06% | +3.16 | 90.55 | 49.11% | 55.26% | 14.75% |
| 2021-10 | +2.59% | +46.22% | 0.43% | +1.68% | 1.19 | 6.06% | +8.27 | 87.49 | 45.14% | 50.97% | 16.45% |
| 2021-09 | -1.79% | +42.53% | 0.43% | +1.68% | 1.09 | 5.99% | +1.11 | 77.35 | 46.30% | 51.04% | 16.57% |
| 2021-08 | +0.81% | +45.13% | 0.43% | +2.04% | 1.21 | 5.92% | +5.05 | 77.88 | 44.97% | 49.29% | 17.17% |
| 2021-07 | +0.12% | +43.96% | 0.43% | +2.40% | 1.19 | 5.92% | +4.86 | 72.41 | 45.53% | 50.73% | 20.07% |
| 2021-06 | +0.57% | +43.79% | 0.43% | +2.52% | 1.22 | 5.96% | +5.28 | 67.70 | 45.17% | 50.07% | 20.75% |
| 2021-05 | +0.73% | +42.97% | 0.43% | +2.40% | 1.20 | 5.99% | +4.64 | 62.32 | 48.20% | 54.70% | 25.90% |
| 2021-04 | +2.06% | +41.94% | 0.43% | — | — | — | +6.10 | 57.40 | 51.86% | 57.86% | 27.07% |
| 2021-03 | +1.44% | +39.07% | 0.43% | — | — | — | +5.85 | 50.45 | 47.25% | 51.81% | 26.01% |
| 2021-02 | +0.46% | +37.10% | 0.43% | — | — | — | +3.56 | 44.00 | 47.41% | 52.95% | 26.39% |
| 2021-01 | +1.13% | +36.47% | 0.43% | — | — | — | +4.59 | 40.40 | 49.23% | 55.27% | 24.31% |
| 2020-12 | +1.86% | +34.95% | 0.58% | — | — | — | +3.58 | 35.50 | 47.89% | 51.04% | 24.25% |
| 2020-11 | +3.35% | +32.48% | 0.58% | — | — | — | +3.90 | 31.96 | 40.89% | 45.59% | 26.16% |
| 2020-10 | -0.14% | +28.19% | 0.58% | — | — | — | +1.02 | 27.14 | 41.93% | 49.12% | 26.12% |
| 2020-09 | -1.28% | +28.37% | 0.58% | — | — | — | -0.20 | 26.18 | 42.21% | 49.66% | 27.92% |
| 2020-08 | +2.30% | +30.03% | 0.58% | — | — | — | +0.66 | 26.73 | 39.28% | 48.00% | 28.17% |
| 2020-07 | +2.35% | +27.11% | 0.58% | — | — | — | +0.65 | 25.32 | 36.65% | 47.04% | 27.25% |
| 2020-06 | +0.46% | +24.19% | 0.58% | — | — | — | -0.05 | 24.10 | 31.66% | 42.99% | 25.15% |
| 2020-05 | +1.67% | +23.62% | 0.58% | — | — | — | +0.34 | 23.90 | 30.96% | 40.46% | 24.06% |
| 2020-04 | +4.71% | +21.59% | 0.58% | — | — | — | +0.72 | 23.26 | 32.12% | 41.49% | 20.51% |
| 2020-03 | -7.95% | +16.12% | 0.58% | — | — | — | +0.33 | 21.52 | 34.80% | 41.68% | 15.01% |
| 2020-02 | -1.73% | +26.15% | 0.58% | — | — | — | +0.28 | 23.05 | 31.76% | 30.59% | 14.10% |
| 2020-01 | +0.71% | +28.37% | 0.58% | — | — | — | +0.23 | 23.17 | 36.60% | 33.71% | 14.89% |
| 2019-12 | +0.64% | +27.47% | 0.75% | — | — | — | +0.49 | 22.78 | 37.49% | 34.06% | 14.22% |
| 2019-11 | +1.14% | +26.66% | 0.75% | — | — | — | +0.32 | 21.92 | 38.96% | 34.90% | 13.18% |
| 2019-10 | +1.17% | +25.23% | 0.75% | — | — | — | +0.32 | 21.40 | 39.91% | 35.51% | 14.30% |
| 2019-09 | +1.33% | +23.78% | 0.75% | — | — | — | +0.34 | 20.83 | 42.10% | 32.79% | 12.58% |
| 2019-08 | -0.32% | +22.16% | 0.75% | — | — | — | +0.22 | 20.22 | 42.09% | 30.46% | 11.62% |
| 2019-07 | +1.26% | +22.55% | 0.75% | — | — | — | +0.82 | 20.03 | 39.29% | 34.05% | 13.18% |
| 2019-06 | +1.98% | +21.02% | 0.75% | — | — | — | +0.19 | 19.10 | 39.48% | 34.29% | 12.83% |
| 2019-05 | -1.49% | +18.67% | 0.75% | — | — | — | +0.01 | 18.53 | 29.47% | 23.48% | 13.44% |
| 2019-04 | +2.09% | +20.47% | 0.75% | — | — | — | +0.60 | 18.60 | 36.94% | 28.60% | 14.41% |
| 2019-03 | +0.78% | +18.00% | 0.75% | — | — | — | +0.49 | 17.63 | 39.25% | 32.84% | 14.18% |
| 2019-02 | +1.57% | +17.09% | 0.75% | — | — | — | +0.13 | 16.99 | 39.32% | 28.96% | 13.36% |
| 2019-01 | +3.81% | +15.28% | 0.75% | — | — | — | -1.37 | 16.48 | 38.90% | 27.06% | 15.05% |
| 2018-12 | -2.50% | +11.05% | 0.85% | — | — | — | +0.23 | 17.20 | 40.17% | 32.97% | 16.63% |
| 2018-11 | -0.17% | +13.90% | 0.85% | — | — | — | +0.25 | 17.39 | 35.37% | 23.81% | 17.02% |
| 2018-10 | -2.33% | +14.09% | 0.85% | — | — | — | +0.08 | 17.20 | 34.13% | 21.69% | 14.36% |
| 2018-09 | -0.11% | +16.81% | 0.85% | — | — | — | -0.44 | 17.47 | 39.38% | 26.96% | 13.74% |
| 2018-08 | +1.28% | +16.94% | 0.85% | — | — | — | +0.07 | 17.91 | 35.46% | 23.28% | 13.57% |
| 2018-07 | +1.15% | +15.46% | 0.85% | — | — | — | +1.09 | 17.28 | 35.42% | 26.04% | 16.09% |
| 2018-06 | -0.48% | +14.15% | 0.85% | — | — | — | +0.63 | 16.51 | 32.83% | 22.77% | 14.78% |
| 2018-05 | +0.98% | +14.70% | 0.85% | — | — | — | +0.65 | 15.98 | 35.98% | 24.28% | 13.45% |
| 2018-04 | +0.57% | +13.59% | 0.85% | — | — | — | +0.29 | 15.16 | 36.35% | 24.27% | 12.80% |
| 2018-03 | -0.62% | +12.94% | 0.85% | — | — | — | -0.06 | 14.78 | 35.25% | 22.80% | 12.65% |
| 2018-02 | -1.02% | +13.65% | 0.85% | — | — | — | +0.53 | 14.78 | 34.44% | 21.24% | 11.57% |
| 2018-01 | +1.25% | +14.82% | 0.85% | — | — | — | -0.09 | 14.55 | 36.56% | 22.61% | 8.93% |
| 2017-12 | +1.18% | +13.40% | 0.87% | — | — | — | -0.14 | 14.46 | 36.17% | 21.65% | 8.51% |
| 2017-11 | +0.64% | +12.08% | 0.87% | — | — | — | +0.28 | 14.43 | 34.10% | 18.78% | 3.88% |
| 2017-10 | +1.19% | +11.37% | 0.87% | — | — | — | +0.12 | 14.05 | 34.09% | 23.13% | 10.53% |
| 2017-09 | +0.29% | +10.06% | 0.87% | — | — | — | +0.14 | 13.77 | 33.70% | 23.09% | 8.35% |
| 2017-08 | +0.86% | +9.74% | 0.87% | — | — | — | -0.37 | 13.59 | 34.36% | 23.55% | 8.76% |
| 2017-07 | +1.32% | +8.80% | 0.87% | — | — | — | -0.07 | 13.82 | 33.86% | 28.80% | 13.89% |
| 2017-06 | -0.41% | +7.38% | 0.87% | — | — | — | -0.17 | 13.72 | 33.82% | 28.50% | 9.77% |
| 2017-05 | +1.18% | +7.83% | 0.87% | — | — | — | +0.08 | 13.94 | 32.86% | 27.83% | 13.41% |
| 2017-04 | +1.03% | +6.57% | 0.87% | — | — | — | +0.01 | 13.73 | 31.17% | 26.44% | 14.86% |
| 2017-03 | +0.89% | +5.48% | 0.87% | — | — | — | -0.10 | 13.57 | 31.32% | 26.23% | 14.44% |
| 2017-02 | +0.95% | +4.55% | 0.87% | — | — | — | -0.02 | 13.55 | 30.77% | 26.42% | 16.38% |
| 2017-01 | +0.35% | +3.57% | 0.87% | — | — | — | +0.68 | 13.45 | 32.49% | 28.18% | 19.70% |
| 2016-12 | +0.88% | +3.21% | 0.89% | — | — | — | +0.23 | 12.71 | 31.94% | 22.97% | 9.83% |
| 2016-11 | +0.26% | +2.31% | 0.89% | — | — | — | +0.01 | 12.38 | 35.54% | 28.11% | 8.32% |
| 2016-10 | +0.73% | +2.04% | 0.89% | — | — | — | +0.17 | 12.35 | 35.79% | 28.50% | 8.42% |
| 2016-09 | -0.71% | +1.30% | 0.89% | — | — | — | +0.27 | 12.10 | 34.38% | 26.36% | 9.26% |
| 2016-08 | +0.37% | +2.03% | 0.89% | — | — | — | +0.16 | 11.91 | 34.17% | 26.36% | 9.99% |
| 2016-07 | +2.13% | +1.65% | 0.89% | — | — | — | +0.40 | 11.71 | 34.07% | 27.67% | 10.67% |
| 2016-06 | -0.47% | -0.47% | 0.89% | — | — | — | +0.01 | 11.08 | 36.01% | 35.29% | 21.48% |
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.