קופת גמל להשקעה
הפניקס גמל להשקעה מניות סחיר
Returns, performance and investment exposure
Fund / track number 15233 · Data as of 08/2026
Cumulative return · 12 months25.55%Back to comparison
Last month0.59%
Year to date8.29%
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 | 2.23% | 2.23% |
| 10/2024 | 4.50% | 6.83% |
| 11/2024 | 5.15% | 12.33% |
| 12/2024 | 5.20% | 18.17% |
| 01/2025 | 2.81% | 21.49% |
| 02/2025 | 1.52% | 23.34% |
| 03/2025 | -3.94% | 18.48% |
| 04/2025 | 4.34% | 23.62% |
| 05/2025 | 5.99% | 31.03% |
| 06/2025 | 10.05% | 44.20% |
| 07/2025 | 1.89% | 46.92% |
| 08/2025 | 1.46% | 49.07% |
| 09/2025 | 3.78% | 54.70% |
| 10/2025 | 3.03% | 59.39% |
| 11/2025 | 3.76% | 65.38% |
| 12/2025 | 4.50% | 72.82% |
| 01/2026 | 7.67% | 86.08% |
| 02/2026 | 0.23% | 86.51% |
| 03/2026 | -2.52% | 81.81% |
| 04/2026 | 8.06% | 96.46% |
| 05/2026 | 1.56% | 99.53% |
| 06/2026 | -7.58% | 84.40% |
| 07/2026 | 0.90% | 86.06% |
| 08/2026 | 0.59% | 87.16% |
Calendar-year returns
2024—
202546.25%
Investment exposure
- Equity exposure
- 99.02%
- Overseas exposure
- 17.43%
- Foreign currency exposure
- 19.11%
— 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.