תגמולים ואישית לפיצויים
הפניקס קופה לתשלום דמי מחלה
Returns, performance and investment exposure
Fund / track number 1008 · Data as of 08/2026
Cumulative return · 12 months10.45%Back to comparison
Last month0.96%
Year to date5.21%
3 years30.53%
5 years28.05%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.39% | 1.39% |
| 10/2024 | 0.53% | 1.93% |
| 11/2024 | 2.13% | 4.10% |
| 12/2024 | 1.35% | 5.50% |
| 01/2025 | 1.25% | 6.82% |
| 02/2025 | 0.18% | 7.01% |
| 03/2025 | -1.27% | 5.66% |
| 04/2025 | 1.02% | 6.73% |
| 05/2025 | 1.53% | 8.37% |
| 06/2025 | 3.09% | 11.72% |
| 07/2025 | 0.89% | 12.71% |
| 08/2025 | -0.29% | 12.38% |
| 09/2025 | 1.87% | 14.48% |
| 10/2025 | 1.38% | 16.06% |
| 11/2025 | 0.79% | 16.98% |
| 12/2025 | 0.86% | 17.99% |
| 01/2026 | 1.95% | 20.29% |
| 02/2026 | 0.29% | 20.64% |
| 03/2026 | -2.31% | 17.85% |
| 04/2026 | 3.38% | 21.83% |
| 05/2026 | 1.82% | 24.05% |
| 06/2026 | -0.61% | 23.29% |
| 07/2026 | -0.28% | 22.95% |
| 08/2026 | 0.96% | 24.13% |
Calendar-year returns
202412.40%
202511.83%
Investment exposure
- Equity exposure
- 38.37%
- Overseas exposure
- 35.15%
- Foreign currency exposure
- 16.83%
— means complete data is unavailable. Missing data is not treated as a zero return.
The chart compounds monthly returns. Three- and five-year returns are cumulative. 2024 and 2025 each cover a full calendar year.
Source: Capital Market, Insurance and Savings Authority reports held in the Gemelnet database.
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Free initial review ←Returns are nominal and gross. Past performance does not guarantee future returns. This information does not replace personal advice. Gemelnet is a private website, not the government service.