קרנות השתלמות
הפניקס השתלמות עוקב מדדי מניות
Returns, performance and investment exposure
Fund / track number 15007 · Data as of 08/2026
Cumulative return · 12 months7.99%Back to comparison
Last month1.52%
Year to date4.83%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.91% | 3.91% |
| 10/2024 | -0.39% | 3.50% |
| 11/2024 | 2.72% | 6.32% |
| 12/2024 | 0.77% | 7.14% |
| 01/2025 | 0.07% | 7.21% |
| 02/2025 | -4.49% | 2.40% |
| 03/2025 | -2.99% | -0.66% |
| 04/2025 | -1.55% | -2.20% |
| 05/2025 | 4.77% | 2.46% |
| 06/2025 | 1.37% | 3.87% |
| 07/2025 | 3.45% | 7.45% |
| 08/2025 | -0.28% | 7.15% |
| 09/2025 | 3.54% | 10.94% |
| 10/2025 | 2.33% | 13.53% |
| 11/2025 | -0.69% | 12.74% |
| 12/2025 | -2.10% | 10.38% |
| 01/2026 | -2.36% | 7.77% |
| 02/2026 | -0.61% | 7.11% |
| 03/2026 | -4.41% | 2.39% |
| 04/2026 | 5.86% | 8.39% |
| 05/2026 | 2.80% | 11.43% |
| 06/2026 | 3.92% | 15.79% |
| 07/2026 | -1.57% | 13.98% |
| 08/2026 | 1.52% | 15.71% |
Calendar-year returns
2024—
20253.02%
Investment exposure
- Equity exposure
- 97.18%
- Overseas exposure
- 97.28%
- Foreign currency exposure
- 95.56%
— 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.