קופת גמל להשקעה
הפניקס גמל להשקעה מניות
Returns, performance and investment exposure
Fund / track number 7975 · Data as of 08/2026
Cumulative return · 12 months21.65%Back to comparison
Last month2.59%
Year to date10.83%
3 years76.15%
5 years75.75%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.72% | 2.72% |
| 10/2024 | 0.83% | 3.57% |
| 11/2024 | 3.97% | 7.68% |
| 12/2024 | 1.50% | 9.30% |
| 01/2025 | 2.83% | 12.39% |
| 02/2025 | -0.62% | 11.70% |
| 03/2025 | -3.33% | 7.98% |
| 04/2025 | 1.21% | 9.28% |
| 05/2025 | 5.09% | 14.85% |
| 06/2025 | 5.86% | 21.58% |
| 07/2025 | 1.91% | 23.90% |
| 08/2025 | 1.17% | 25.35% |
| 09/2025 | 3.51% | 29.75% |
| 10/2025 | 2.35% | 32.80% |
| 11/2025 | 1.64% | 34.97% |
| 12/2025 | 1.94% | 37.59% |
| 01/2026 | 4.65% | 43.99% |
| 02/2026 | 0.63% | 44.90% |
| 03/2026 | -5.04% | 37.59% |
| 04/2026 | 8.22% | 48.90% |
| 05/2026 | 3.06% | 53.46% |
| 06/2026 | -2.45% | 49.70% |
| 07/2026 | -0.71% | 48.64% |
| 08/2026 | 2.59% | 52.49% |
Calendar-year returns
202423.14%
202525.89%
Investment exposure
- Equity exposure
- 98.41%
- Overseas exposure
- 69.51%
- Foreign currency exposure
- 25.05%
— 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.