קופת גמל להשקעה - חסכון לילד
הפניקס חיסכון לילד- שריעה
Returns, performance and investment exposure
Fund / track number 11352 · Data as of 08/2026
Cumulative return · 12 months12.72%Back to comparison
Last month1.35%
Year to date8.60%
3 years40.89%
5 years59.15%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 4.44% | 4.44% |
| 10/2024 | -1.14% | 3.25% |
| 11/2024 | 1.61% | 4.91% |
| 12/2024 | 0.51% | 5.45% |
| 01/2025 | 0.19% | 5.65% |
| 02/2025 | -5.55% | -0.22% |
| 03/2025 | -1.14% | -1.35% |
| 04/2025 | -2.14% | -3.46% |
| 05/2025 | 3.98% | 0.38% |
| 06/2025 | 1.31% | 1.69% |
| 07/2025 | 4.08% | 5.84% |
| 08/2025 | 0.00% | 5.84% |
| 09/2025 | 4.13% | 10.21% |
| 10/2025 | 2.71% | 13.20% |
| 11/2025 | -0.50% | 12.63% |
| 12/2025 | -2.46% | 9.86% |
| 01/2026 | -2.10% | 7.56% |
| 02/2026 | 0.40% | 7.99% |
| 03/2026 | -3.79% | 3.89% |
| 04/2026 | 3.21% | 7.23% |
| 05/2026 | 3.06% | 10.51% |
| 06/2026 | 4.21% | 15.16% |
| 07/2026 | 2.22% | 17.72% |
| 08/2026 | 1.35% | 19.31% |
Calendar-year returns
202424.55%
20254.19%
Investment exposure
- Equity exposure
- 89.88%
- Overseas exposure
- 96.44%
- Foreign currency exposure
- 96.44%
— 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.