מרכזית לפיצויים
הפניקס מרכזית לפיצויים מחקה מדדי מניות
Returns, performance and investment exposure
Fund / track number 804 · Data as of 08/2026
Cumulative return · 12 months19.27%Back to comparison
Last month2.41%
Year to date10.81%
3 years63.34%
5 years70.50%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.94% | 2.94% |
| 10/2024 | -0.91% | 2.00% |
| 11/2024 | 2.41% | 4.46% |
| 12/2024 | 0.17% | 4.64% |
| 01/2025 | 2.65% | 7.41% |
| 02/2025 | -1.29% | 6.03% |
| 03/2025 | -2.19% | 3.70% |
| 04/2025 | -0.08% | 3.62% |
| 05/2025 | 4.79% | 8.59% |
| 06/2025 | 4.02% | 12.95% |
| 07/2025 | 1.97% | 15.18% |
| 08/2025 | 0.98% | 16.30% |
| 09/2025 | 3.69% | 20.60% |
| 10/2025 | 2.25% | 23.31% |
| 11/2025 | 0.63% | 24.09% |
| 12/2025 | 0.89% | 25.19% |
| 01/2026 | 3.00% | 28.95% |
| 02/2026 | 1.17% | 30.45% |
| 03/2026 | -5.37% | 23.45% |
| 04/2026 | 7.55% | 32.77% |
| 05/2026 | 3.33% | 37.19% |
| 06/2026 | -0.50% | 36.50% |
| 07/2026 | -0.77% | 35.45% |
| 08/2026 | 2.41% | 38.72% |
Calendar-year returns
202419.10%
202519.64%
Investment exposure
- Equity exposure
- 96.21%
- Overseas exposure
- 77.24%
- Foreign currency exposure
- 33.02%
— 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.