קרנות השתלמות
הפניקס השתלמות אשראי ואג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 1100 · Data as of 08/2026
Cumulative return · 12 months5.92%Back to comparison
Last month0.29%
Year to date2.81%
3 years21.91%
5 years21.70%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.96% | 0.96% |
| 10/2024 | 0.47% | 1.43% |
| 11/2024 | 1.27% | 2.72% |
| 12/2024 | 0.94% | 3.69% |
| 01/2025 | 0.48% | 4.19% |
| 02/2025 | 0.37% | 4.57% |
| 03/2025 | 0.22% | 4.80% |
| 04/2025 | 0.65% | 5.48% |
| 05/2025 | 0.31% | 5.81% |
| 06/2025 | 1.51% | 7.41% |
| 07/2025 | 0.59% | 8.04% |
| 08/2025 | 0.86% | 8.97% |
| 09/2025 | 0.92% | 9.97% |
| 10/2025 | 0.76% | 10.81% |
| 11/2025 | 0.51% | 11.37% |
| 12/2025 | 0.80% | 12.26% |
| 01/2026 | 0.20% | 12.49% |
| 02/2026 | 0.44% | 12.98% |
| 03/2026 | -0.81% | 12.07% |
| 04/2026 | 0.93% | 13.11% |
| 05/2026 | 0.89% | 14.12% |
| 06/2026 | 0.70% | 14.92% |
| 07/2026 | 0.15% | 15.09% |
| 08/2026 | 0.29% | 15.42% |
Calendar-year returns
20248.52%
20258.27%
Investment exposure
- Equity exposure
- 12.83%
- Overseas exposure
- 32.06%
- Foreign currency exposure
- 15.06%
— 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.