קופת גמל להשקעה
הפניקס גמל להשקעה כספי (שקלי)
Returns, performance and investment exposure
Fund / track number 13209 · Data as of 08/2026
Cumulative return · 12 months4.29%Back to comparison
Last month0.31%
Year to date2.75%
3 years13.90%
5 years16.99%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.35% | 0.35% |
| 10/2024 | 0.40% | 0.75% |
| 11/2024 | 0.38% | 1.13% |
| 12/2024 | 0.44% | 1.58% |
| 01/2025 | 0.39% | 1.98% |
| 02/2025 | 0.31% | 2.29% |
| 03/2025 | 0.25% | 2.55% |
| 04/2025 | 0.44% | 3.00% |
| 05/2025 | 0.29% | 3.30% |
| 06/2025 | 0.51% | 3.82% |
| 07/2025 | 0.33% | 4.17% |
| 08/2025 | 0.45% | 4.64% |
| 09/2025 | 0.36% | 5.01% |
| 10/2025 | 0.41% | 5.44% |
| 11/2025 | 0.33% | 5.79% |
| 12/2025 | 0.39% | 6.20% |
| 01/2026 | 0.39% | 6.62% |
| 02/2026 | 0.26% | 6.89% |
| 03/2026 | 0.14% | 7.04% |
| 04/2026 | 0.45% | 7.53% |
| 05/2026 | 0.43% | 7.99% |
| 06/2026 | 0.51% | 8.54% |
| 07/2026 | 0.23% | 8.79% |
| 08/2026 | 0.31% | 9.13% |
Calendar-year returns
20244.60%
20254.55%
Investment exposure
- Equity exposure
- 0.00%
- Overseas exposure
- 0.00%
- Foreign currency exposure
- 0.00%
— 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.
Free initial review
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.