תגמולים ואישית לפיצויים
הפניקס גמל עוקב מדדי מניות
Returns, performance and investment exposure
Fund / track number 15210 · Data as of 08/2026
Cumulative return · 12 months8.23%Back to comparison
Last month1.53%
Year to date5.11%
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 | 4.11% | 4.11% |
| 10/2024 | -0.36% | 3.74% |
| 11/2024 | 2.75% | 6.59% |
| 12/2024 | 0.83% | 7.47% |
| 01/2025 | 0.03% | 7.50% |
| 02/2025 | -4.51% | 2.66% |
| 03/2025 | -2.32% | 0.27% |
| 04/2025 | -1.63% | -1.36% |
| 05/2025 | 4.77% | 3.35% |
| 06/2025 | 1.41% | 4.80% |
| 07/2025 | 3.39% | 8.36% |
| 08/2025 | -0.26% | 8.07% |
| 09/2025 | 3.51% | 11.87% |
| 10/2025 | 2.33% | 14.47% |
| 11/2025 | -0.74% | 13.63% |
| 12/2025 | -2.06% | 11.29% |
| 01/2026 | -2.35% | 8.67% |
| 02/2026 | -0.62% | 8.00% |
| 03/2026 | -4.42% | 3.22% |
| 04/2026 | 5.92% | 9.33% |
| 05/2026 | 2.81% | 12.41% |
| 06/2026 | 4.03% | 16.94% |
| 07/2026 | -1.48% | 15.21% |
| 08/2026 | 1.53% | 16.97% |
Calendar-year returns
2024—
20253.55%
Investment exposure
- Equity exposure
- 98.46%
- Overseas exposure
- 98.56%
- Foreign currency exposure
- 96.96%
— 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.