מרכזית לפיצויים
הפניקס מרכזית לפיצויים צמוד מדד
Returns, performance and investment exposure
Fund / track number 806 · Data as of 08/2026
Cumulative return · 12 months2.23%Back to comparison
Last month-0.12%
Year to date0.96%
3 years8.83%
5 years7.04%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.59% | 0.59% |
| 10/2024 | 0.15% | 0.74% |
| 11/2024 | 0.86% | 1.61% |
| 12/2024 | 0.58% | 2.20% |
| 01/2025 | -0.16% | 2.03% |
| 02/2025 | 0.55% | 2.59% |
| 03/2025 | -0.29% | 2.30% |
| 04/2025 | 0.75% | 3.06% |
| 05/2025 | -0.48% | 2.57% |
| 06/2025 | 1.36% | 3.96% |
| 07/2025 | 0.18% | 4.15% |
| 08/2025 | 0.55% | 4.72% |
| 09/2025 | 0.80% | 5.56% |
| 10/2025 | 0.59% | 6.18% |
| 11/2025 | 0.16% | 6.35% |
| 12/2025 | -0.29% | 6.05% |
| 01/2026 | 0.09% | 6.14% |
| 02/2026 | -0.07% | 6.07% |
| 03/2026 | -0.45% | 5.59% |
| 04/2026 | 0.12% | 5.72% |
| 05/2026 | 0.68% | 6.44% |
| 06/2026 | 0.58% | 7.05% |
| 07/2026 | 0.13% | 7.19% |
| 08/2026 | -0.12% | 7.06% |
Calendar-year returns
20244.03%
20253.77%
Investment exposure
- Equity exposure
- 0.30%
- Overseas exposure
- 11.38%
- Foreign currency exposure
- 10.36%
— 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.