תגמולים ואישית לפיצויים
הפניקס גמל עוקב מדדים - גמיש
Returns, performance and investment exposure
Fund / track number 15234 · Data as of 08/2026
Cumulative return · 12 months1.77%Back to comparison
Last month-0.19%
Year to date1.17%
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 | 2.40% | 2.40% |
| 10/2024 | -1.89% | 0.46% |
| 11/2024 | -0.18% | 0.28% |
| 12/2024 | -0.75% | -0.47% |
| 01/2025 | 0.46% | -0.01% |
| 02/2025 | -0.71% | -0.72% |
| 03/2025 | 2.57% | 1.83% |
| 04/2025 | -1.28% | 0.53% |
| 05/2025 | -0.03% | 0.50% |
| 06/2025 | -0.60% | -0.11% |
| 07/2025 | 1.37% | 1.26% |
| 08/2025 | -0.11% | 1.15% |
| 09/2025 | 1.55% | 2.72% |
| 10/2025 | 0.18% | 2.90% |
| 11/2025 | 0.31% | 3.22% |
| 12/2025 | -1.42% | 1.76% |
| 01/2026 | -1.50% | 0.23% |
| 02/2026 | 1.42% | 1.65% |
| 03/2026 | -3.23% | -1.63% |
| 04/2026 | -0.57% | -2.19% |
| 05/2026 | -1.41% | -3.57% |
| 06/2026 | 5.46% | 1.70% |
| 07/2026 | 1.42% | 3.14% |
| 08/2026 | -0.19% | 2.94% |
Calendar-year returns
2024—
20252.24%
Investment exposure
- Equity exposure
- 50.89%
- Overseas exposure
- 98.82%
- Foreign currency exposure
- 97.19%
— 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.