קרנות השתלמות
הפניקס השתלמות אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 716 · Data as of 08/2026
Cumulative return · 12 months4.31%Back to comparison
Last month0.19%
Year to date2.42%
3 years15.98%
5 years14.83%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.61% | 0.61% |
| 10/2024 | 0.37% | 0.98% |
| 11/2024 | 1.02% | 2.01% |
| 12/2024 | 0.59% | 2.61% |
| 01/2025 | 0.34% | 2.96% |
| 02/2025 | 0.71% | 3.69% |
| 03/2025 | -0.06% | 3.63% |
| 04/2025 | 0.76% | 4.42% |
| 05/2025 | -0.20% | 4.21% |
| 06/2025 | 1.40% | 5.67% |
| 07/2025 | 0.31% | 6.00% |
| 08/2025 | 0.72% | 6.76% |
| 09/2025 | 0.74% | 7.55% |
| 10/2025 | 0.66% | 8.26% |
| 11/2025 | 0.31% | 8.60% |
| 12/2025 | 0.13% | 8.74% |
| 01/2026 | 0.21% | 8.97% |
| 02/2026 | 0.28% | 9.27% |
| 03/2026 | -0.69% | 8.52% |
| 04/2026 | 0.63% | 9.20% |
| 05/2026 | 1.08% | 10.38% |
| 06/2026 | 0.72% | 11.17% |
| 07/2026 | -0.02% | 11.15% |
| 08/2026 | 0.19% | 11.36% |
Calendar-year returns
20245.82%
20255.97%
Investment exposure
- Equity exposure
- 0.26%
- Overseas exposure
- 20.35%
- Foreign currency exposure
- 8.28%
— 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.