קרנות השתלמות
הפניקס השתלמות שריעה
Returns, performance and investment exposure
Fund / track number 2058 · Data as of 08/2026
Cumulative return · 12 months12.71%Back to comparison
Last month1.29%
Year to date8.59%
3 years40.29%
5 years54.45%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 4.47% | 4.47% |
| 10/2024 | -1.25% | 3.16% |
| 11/2024 | 1.61% | 4.83% |
| 12/2024 | 0.61% | 5.46% |
| 01/2025 | 0.17% | 5.64% |
| 02/2025 | -5.52% | -0.19% |
| 03/2025 | -1.13% | -1.32% |
| 04/2025 | -2.10% | -3.39% |
| 05/2025 | 3.95% | 0.43% |
| 06/2025 | 1.32% | 1.75% |
| 07/2025 | 4.04% | 5.86% |
| 08/2025 | 0.02% | 5.89% |
| 09/2025 | 4.11% | 10.24% |
| 10/2025 | 2.69% | 13.20% |
| 11/2025 | -0.47% | 12.67% |
| 12/2025 | -2.46% | 9.90% |
| 01/2026 | -2.06% | 7.64% |
| 02/2026 | 0.41% | 8.08% |
| 03/2026 | -3.73% | 4.05% |
| 04/2026 | 3.22% | 7.40% |
| 05/2026 | 3.07% | 10.69% |
| 06/2026 | 4.12% | 15.25% |
| 07/2026 | 2.23% | 17.82% |
| 08/2026 | 1.29% | 19.34% |
Calendar-year returns
202424.50%
20254.21%
Investment exposure
- Equity exposure
- 88.94%
- Overseas exposure
- 95.07%
- Foreign currency exposure
- 95.07%
— 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.