קרנות השתלמות
הפניקס השתלמות עוקב מדד s&p500
Returns, performance and investment exposure
Fund / track number 13264 · Data as of 08/2026
Cumulative return · 12 months7.75%Back to comparison
Last month0.95%
Year to date5.71%
3 years38.28%
5 years68.84%
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 | -0.57% | 3.51% |
| 11/2024 | 3.22% | 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 | 2.84% | 1.97% |
| 06/2025 | 0.90% | 2.89% |
| 07/2025 | 2.85% | 5.82% |
| 08/2025 | 0.17% | 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 | 0.16% | 6.29% |
| 03/2026 | -4.05% | 1.99% |
| 04/2026 | 3.28% | 5.33% |
| 05/2026 | 0.38% | 5.73% |
| 06/2026 | 4.72% | 10.73% |
| 07/2026 | 2.18% | 13.14% |
| 08/2026 | 0.95% | 14.21% |
Calendar-year returns
202424.97%
20252.94%
Investment exposure
- Equity exposure
- 98.83%
- Overseas exposure
- 112.99%
- Foreign currency exposure
- 98.54%
— 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.