תגמולים ואישית לפיצויים
הפניקס גמל שריעה
Returns, performance and investment exposure
Fund / track number 2049 · Data as of 08/2026
Cumulative return · 12 months12.57%Back to comparison
Last month1.30%
Year to date8.55%
3 years39.73%
5 years49.81%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 4.49% | 4.49% |
| 10/2024 | -1.18% | 3.26% |
| 11/2024 | 1.61% | 4.92% |
| 12/2024 | 0.56% | 5.51% |
| 01/2025 | 0.19% | 5.71% |
| 02/2025 | -5.56% | -0.17% |
| 03/2025 | -1.11% | -1.28% |
| 04/2025 | -2.11% | -3.36% |
| 05/2025 | 3.95% | 0.46% |
| 06/2025 | 1.27% | 1.73% |
| 07/2025 | 4.07% | 5.87% |
| 08/2025 | 0.02% | 5.89% |
| 09/2025 | 4.13% | 10.27% |
| 10/2025 | 2.62% | 13.16% |
| 11/2025 | -0.53% | 12.56% |
| 12/2025 | -2.44% | 9.81% |
| 01/2026 | -2.13% | 7.47% |
| 02/2026 | 0.42% | 7.92% |
| 03/2026 | -3.77% | 3.85% |
| 04/2026 | 3.23% | 7.21% |
| 05/2026 | 3.07% | 10.50% |
| 06/2026 | 4.18% | 15.12% |
| 07/2026 | 2.22% | 17.67% |
| 08/2026 | 1.30% | 19.20% |
Calendar-year returns
202424.53%
20254.08%
Investment exposure
- Equity exposure
- 89.31%
- Overseas exposure
- 96.29%
- Foreign currency exposure
- 96.29%
— 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.