קופת גמל להשקעה
הפניקס גמל להשקעה שריעה
Returns, performance and investment exposure
Fund / track number 8004 · Data as of 08/2026
Cumulative return · 12 months12.48%Back to comparison
Last month1.31%
Year to date8.37%
3 years39.68%
5 years71.49%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 4.36% | 4.36% |
| 10/2024 | -1.09% | 3.22% |
| 11/2024 | 1.55% | 4.82% |
| 12/2024 | 0.55% | 5.40% |
| 01/2025 | 0.07% | 5.47% |
| 02/2025 | -5.55% | -0.38% |
| 03/2025 | -1.10% | -1.48% |
| 04/2025 | -2.13% | -3.58% |
| 05/2025 | 3.95% | 0.23% |
| 06/2025 | 1.31% | 1.55% |
| 07/2025 | 4.11% | 5.72% |
| 08/2025 | -0.01% | 5.71% |
| 09/2025 | 4.11% | 10.05% |
| 10/2025 | 2.62% | 12.94% |
| 11/2025 | -0.44% | 12.44% |
| 12/2025 | -2.42% | 9.72% |
| 01/2026 | -2.08% | 7.44% |
| 02/2026 | 0.39% | 7.86% |
| 03/2026 | -3.86% | 3.69% |
| 04/2026 | 3.18% | 6.99% |
| 05/2026 | 3.02% | 10.22% |
| 06/2026 | 4.21% | 14.86% |
| 07/2026 | 2.18% | 17.37% |
| 08/2026 | 1.31% | 18.90% |
Calendar-year returns
202424.48%
20254.10%
Investment exposure
- Equity exposure
- 89.61%
- Overseas exposure
- 97.06%
- Foreign currency exposure
- 97.06%
— 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.