מרכזית לפיצויים
הפניקס מרכזית לפיצויים שקלי
Returns, performance and investment exposure
Fund / track number 801 · Data as of 08/2026
Cumulative return · 12 months7.29%Back to comparison
Last month0.79%
Year to date3.19%
3 years17.45%
5 years9.10%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.20% | 0.20% |
| 10/2024 | 0.42% | 0.62% |
| 11/2024 | 1.07% | 1.70% |
| 12/2024 | 0.63% | 2.34% |
| 01/2025 | 0.52% | 2.87% |
| 02/2025 | 0.65% | 3.54% |
| 03/2025 | -0.38% | 3.15% |
| 04/2025 | 1.03% | 4.21% |
| 05/2025 | -0.22% | 3.98% |
| 06/2025 | 1.55% | 5.59% |
| 07/2025 | -0.19% | 5.39% |
| 08/2025 | 0.81% | 6.24% |
| 09/2025 | 1.07% | 7.38% |
| 10/2025 | 2.29% | 9.84% |
| 11/2025 | 0.29% | 10.16% |
| 12/2025 | 0.28% | 10.47% |
| 01/2026 | 1.02% | 11.59% |
| 02/2026 | 0.30% | 11.93% |
| 03/2026 | -1.65% | 10.08% |
| 04/2026 | 0.93% | 11.10% |
| 05/2026 | 2.86% | 14.28% |
| 06/2026 | 0.32% | 14.65% |
| 07/2026 | -1.35% | 13.10% |
| 08/2026 | 0.79% | 13.99% |
Calendar-year returns
20243.54%
20257.94%
Investment exposure
- Equity exposure
- 0.00%
- Overseas exposure
- 0.00%
- Foreign currency exposure
- 0.00%
— 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.