מרכזית לפיצויים
הפניקס מרכזית לפיצויים
Returns, performance and investment exposure
Fund / track number 242 · Data as of 08/2026
Cumulative return · 12 months11.09%Back to comparison
Last month0.93%
Year to date5.35%
3 years39.14%
5 years39.24%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.65% | 1.65% |
| 10/2024 | 0.54% | 2.20% |
| 11/2024 | 2.22% | 4.47% |
| 12/2024 | 0.99% | 5.50% |
| 01/2025 | 1.50% | 7.08% |
| 02/2025 | 0.04% | 7.13% |
| 03/2025 | -1.28% | 5.76% |
| 04/2025 | 0.89% | 6.70% |
| 05/2025 | 2.12% | 8.96% |
| 06/2025 | 3.32% | 12.58% |
| 07/2025 | 1.13% | 13.85% |
| 08/2025 | 0.87% | 14.84% |
| 09/2025 | 1.94% | 17.07% |
| 10/2025 | 1.37% | 18.67% |
| 11/2025 | 1.07% | 19.94% |
| 12/2025 | 0.96% | 21.09% |
| 01/2026 | 2.19% | 23.74% |
| 02/2026 | 0.40% | 24.24% |
| 03/2026 | -2.61% | 21.00% |
| 04/2026 | 3.75% | 25.53% |
| 05/2026 | 1.62% | 27.57% |
| 06/2026 | -0.87% | 26.46% |
| 07/2026 | -0.05% | 26.39% |
| 08/2026 | 0.93% | 27.57% |
Calendar-year returns
202413.47%
202514.78%
Investment exposure
- Equity exposure
- 44.93%
- Overseas exposure
- 44.47%
- Foreign currency exposure
- 19.50%
— 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.