קופת גמל להשקעה
הפניקס גמל להשקעה עוקב מדדים - גמיש
Returns, performance and investment exposure
Fund / track number 7909 · Data as of 08/2026
Cumulative return · 12 months1.87%Back to comparison
Last month-0.23%
Year to date1.21%
3 years15.32%
5 years18.20%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.38% | 3.38% |
| 10/2024 | -2.00% | 1.31% |
| 11/2024 | -0.13% | 1.18% |
| 12/2024 | -0.81% | 0.36% |
| 01/2025 | 0.34% | 0.70% |
| 02/2025 | -0.73% | -0.03% |
| 03/2025 | 2.73% | 2.70% |
| 04/2025 | -1.21% | 1.45% |
| 05/2025 | -0.11% | 1.34% |
| 06/2025 | -0.72% | 0.61% |
| 07/2025 | 1.38% | 2.00% |
| 08/2025 | -0.03% | 1.97% |
| 09/2025 | 1.59% | 3.59% |
| 10/2025 | 0.20% | 3.80% |
| 11/2025 | 0.30% | 4.11% |
| 12/2025 | -1.42% | 2.63% |
| 01/2026 | -1.48% | 1.11% |
| 02/2026 | 1.55% | 2.68% |
| 03/2026 | -3.11% | -0.51% |
| 04/2026 | -0.70% | -1.21% |
| 05/2026 | -1.44% | -2.63% |
| 06/2026 | 5.40% | 2.63% |
| 07/2026 | 1.45% | 4.11% |
| 08/2026 | -0.23% | 3.87% |
Calendar-year returns
202410.35%
20252.26%
Investment exposure
- Equity exposure
- 49.54%
- Overseas exposure
- 99.15%
- Foreign currency exposure
- 96.28%
— 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.