קופת גמל להשקעה
הפניקס גמל להשקעה אשראי ואג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 7906 · Data as of 08/2026
Cumulative return · 12 months7.37%Back to comparison
Last month0.54%
Year to date3.88%
3 years25.60%
5 years24.24%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.98% | 0.98% |
| 10/2024 | 0.49% | 1.47% |
| 11/2024 | 1.37% | 2.87% |
| 12/2024 | 0.82% | 3.71% |
| 01/2025 | 0.72% | 4.46% |
| 02/2025 | 0.44% | 4.91% |
| 03/2025 | -0.42% | 4.47% |
| 04/2025 | 0.87% | 5.38% |
| 05/2025 | 0.82% | 6.25% |
| 06/2025 | 2.11% | 8.49% |
| 07/2025 | 0.69% | 9.24% |
| 08/2025 | 0.76% | 10.07% |
| 09/2025 | 1.22% | 11.41% |
| 10/2025 | 0.96% | 12.48% |
| 11/2025 | 0.65% | 13.21% |
| 12/2025 | 0.49% | 13.77% |
| 01/2026 | 1.02% | 14.93% |
| 02/2026 | 0.39% | 15.37% |
| 03/2026 | -1.34% | 13.83% |
| 04/2026 | 1.85% | 15.93% |
| 05/2026 | 1.24% | 17.37% |
| 06/2026 | 0.03% | 17.41% |
| 07/2026 | 0.12% | 17.55% |
| 08/2026 | 0.54% | 18.18% |
Calendar-year returns
20248.60%
20259.70%
Investment exposure
- Equity exposure
- 20.02%
- Overseas exposure
- 29.86%
- Foreign currency exposure
- 14.66%
— 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.