תגמולים ואישית לפיצויים
הפניקס גמל לבני 60 ומעלה
Returns, performance and investment exposure
Fund / track number 401 · Data as of 08/2026
Cumulative return · 12 months9.44%Back to comparison
Last month0.80%
Year to date4.74%
3 years30.88%
5 years32.42%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.19% | 1.19% |
| 10/2024 | 0.52% | 1.72% |
| 11/2024 | 1.71% | 3.46% |
| 12/2024 | 1.05% | 4.54% |
| 01/2025 | 0.87% | 5.45% |
| 02/2025 | 0.24% | 5.70% |
| 03/2025 | -0.25% | 5.44% |
| 04/2025 | 0.84% | 6.33% |
| 05/2025 | 1.00% | 7.39% |
| 06/2025 | 2.32% | 9.88% |
| 07/2025 | 0.76% | 10.72% |
| 08/2025 | 0.92% | 11.73% |
| 09/2025 | 1.39% | 13.29% |
| 10/2025 | 1.16% | 14.60% |
| 11/2025 | 0.81% | 15.53% |
| 12/2025 | 1.05% | 16.74% |
| 01/2026 | 1.28% | 18.24% |
| 02/2026 | 0.40% | 18.71% |
| 03/2026 | -1.70% | 16.69% |
| 04/2026 | 2.49% | 19.60% |
| 05/2026 | 1.46% | 21.34% |
| 06/2026 | 0.09% | 21.45% |
| 07/2026 | -0.12% | 21.31% |
| 08/2026 | 0.80% | 22.28% |
Calendar-year returns
202410.37%
202511.67%
Investment exposure
- Equity exposure
- 29.37%
- Overseas exposure
- 44.23%
- Foreign currency exposure
- 15.52%
— 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.