קופת גמל להשקעה
הפניקס גמל להשקעה עוקב מדדי מניות
Returns, performance and investment exposure
Fund / track number 7907 · Data as of 08/2026
Cumulative return · 12 months8.37%Back to comparison
Last month1.54%
Year to date5.08%
3 years22.39%
5 years26.59%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 4.00% | 4.00% |
| 10/2024 | -0.47% | 3.51% |
| 11/2024 | 2.81% | 6.42% |
| 12/2024 | 0.79% | 7.26% |
| 01/2025 | 0.03% | 7.29% |
| 02/2025 | -4.54% | 2.42% |
| 03/2025 | -2.36% | 0.00% |
| 04/2025 | -1.69% | -1.69% |
| 05/2025 | 4.78% | 3.01% |
| 06/2025 | 1.37% | 4.43% |
| 07/2025 | 3.39% | 7.97% |
| 08/2025 | -0.25% | 7.70% |
| 09/2025 | 3.55% | 11.52% |
| 10/2025 | 2.39% | 14.18% |
| 11/2025 | -0.68% | 13.41% |
| 12/2025 | -2.06% | 11.07% |
| 01/2026 | -2.38% | 8.43% |
| 02/2026 | -0.64% | 7.73% |
| 03/2026 | -4.40% | 2.99% |
| 04/2026 | 5.95% | 9.12% |
| 05/2026 | 2.82% | 12.20% |
| 06/2026 | 4.06% | 16.75% |
| 07/2026 | -1.55% | 14.94% |
| 08/2026 | 1.54% | 16.71% |
Calendar-year returns
20249.26%
20253.55%
Investment exposure
- Equity exposure
- 98.44%
- Overseas exposure
- 98.56%
- Foreign currency exposure
- 96.82%
— 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.
Free initial review
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.