קרנות השתלמות
הפניקס השתלמות מניות סחיר
Returns, performance and investment exposure
Fund / track number 15232 · Data as of 08/2026
Cumulative return · 12 months25.59%Back to comparison
Last month0.55%
Year to date8.38%
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 | 2.08% | 2.08% |
| 10/2024 | 4.56% | 6.73% |
| 11/2024 | 5.13% | 12.21% |
| 12/2024 | 5.33% | 18.19% |
| 01/2025 | 2.88% | 21.60% |
| 02/2025 | 1.49% | 23.41% |
| 03/2025 | -3.98% | 18.50% |
| 04/2025 | 4.29% | 23.58% |
| 05/2025 | 6.02% | 31.02% |
| 06/2025 | 10.16% | 44.33% |
| 07/2025 | 1.96% | 47.16% |
| 08/2025 | 1.49% | 49.35% |
| 09/2025 | 3.76% | 54.97% |
| 10/2025 | 3.00% | 59.62% |
| 11/2025 | 3.75% | 65.60% |
| 12/2025 | 4.51% | 73.07% |
| 01/2026 | 7.69% | 86.38% |
| 02/2026 | 0.22% | 86.79% |
| 03/2026 | -2.50% | 82.12% |
| 04/2026 | 8.09% | 96.85% |
| 05/2026 | 1.57% | 99.94% |
| 06/2026 | -7.57% | 84.81% |
| 07/2026 | 0.94% | 86.54% |
| 08/2026 | 0.55% | 87.57% |
Calendar-year returns
2024—
202546.43%
Investment exposure
- Equity exposure
- 98.82%
- Overseas exposure
- 17.40%
- Foreign currency exposure
- 20.54%
— 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.