קופת גמל להשקעה
הפניקס גמל להשקעה עוקב מדד S&P500
Returns, performance and investment exposure
Fund / track number 13250 · Data as of 08/2026
Cumulative return · 12 months7.69%Back to comparison
Last month0.95%
Year to date5.65%
3 years38.23%
5 years68.94%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 4.10% | 4.10% |
| 10/2024 | -0.58% | 3.50% |
| 11/2024 | 3.23% | 6.84% |
| 12/2024 | -1.76% | 4.96% |
| 01/2025 | 1.26% | 6.28% |
| 02/2025 | -3.75% | 2.30% |
| 03/2025 | -0.39% | 1.90% |
| 04/2025 | -2.69% | -0.84% |
| 05/2025 | 2.83% | 1.96% |
| 06/2025 | 0.90% | 2.88% |
| 07/2025 | 2.85% | 5.81% |
| 08/2025 | 0.18% | 6.00% |
| 09/2025 | 2.68% | 8.84% |
| 10/2025 | 0.77% | 9.68% |
| 11/2025 | 0.49% | 10.22% |
| 12/2025 | -1.97% | 8.05% |
| 01/2026 | -1.78% | 6.12% |
| 02/2026 | 0.14% | 6.27% |
| 03/2026 | -4.06% | 1.96% |
| 04/2026 | 3.28% | 5.30% |
| 05/2026 | 0.38% | 5.70% |
| 06/2026 | 4.70% | 10.67% |
| 07/2026 | 2.18% | 13.08% |
| 08/2026 | 0.95% | 14.16% |
Calendar-year returns
202424.96%
20252.94%
Investment exposure
- Equity exposure
- 98.90%
- Overseas exposure
- 113.07%
- Foreign currency exposure
- 98.61%
— 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.