קופת גמל להשקעה - חסכון לילד
הפניקס חיסכון לילד - הלכה
Returns, performance and investment exposure
Fund / track number 11335 · Data as of 08/2026
Cumulative return · 12 months10.78%Back to comparison
Last month0.83%
Year to date5.32%
3 years35.62%
5 years36.05%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.60% | 1.60% |
| 10/2024 | 0.09% | 1.69% |
| 11/2024 | 1.72% | 3.44% |
| 12/2024 | 0.56% | 4.02% |
| 01/2025 | 1.33% | 5.40% |
| 02/2025 | 0.18% | 5.59% |
| 03/2025 | -0.89% | 4.65% |
| 04/2025 | 0.55% | 5.23% |
| 05/2025 | 1.85% | 7.18% |
| 06/2025 | 2.84% | 10.22% |
| 07/2025 | 1.17% | 11.51% |
| 08/2025 | 0.63% | 12.21% |
| 09/2025 | 1.97% | 14.42% |
| 10/2025 | 1.30% | 15.91% |
| 11/2025 | 0.95% | 17.01% |
| 12/2025 | 0.87% | 18.03% |
| 01/2026 | 1.95% | 20.33% |
| 02/2026 | 0.97% | 21.50% |
| 03/2026 | -2.60% | 18.34% |
| 04/2026 | 3.44% | 22.41% |
| 05/2026 | 1.45% | 24.18% |
| 06/2026 | -0.78% | 23.22% |
| 07/2026 | 0.06% | 23.29% |
| 08/2026 | 0.83% | 24.31% |
Calendar-year returns
202411.58%
202513.47%
Investment exposure
- Equity exposure
- 48.17%
- Overseas exposure
- 45.92%
- Foreign currency exposure
- 23.84%
— 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.