קרנות השתלמות
הפניקס השתלמות עוקב מדדים גמיש
Returns, performance and investment exposure
Fund / track number 8629 · Data as of 08/2026
Cumulative return · 12 months1.52%Back to comparison
Last month-0.17%
Year to date1.03%
3 years14.84%
5 years18.28%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.40% | 3.40% |
| 10/2024 | -2.02% | 1.31% |
| 11/2024 | -0.14% | 1.17% |
| 12/2024 | -0.83% | 0.33% |
| 01/2025 | 0.32% | 0.65% |
| 02/2025 | -0.71% | -0.06% |
| 03/2025 | 2.77% | 2.70% |
| 04/2025 | -1.11% | 1.56% |
| 05/2025 | -0.08% | 1.48% |
| 06/2025 | -0.77% | 0.70% |
| 07/2025 | 1.39% | 2.10% |
| 08/2025 | -0.08% | 2.02% |
| 09/2025 | 1.58% | 3.63% |
| 10/2025 | 0.14% | 3.78% |
| 11/2025 | 0.28% | 4.07% |
| 12/2025 | -1.49% | 2.52% |
| 01/2026 | -1.58% | 0.90% |
| 02/2026 | 1.58% | 2.49% |
| 03/2026 | -3.07% | -0.66% |
| 04/2026 | -0.86% | -1.51% |
| 05/2026 | -1.55% | -3.04% |
| 06/2026 | 5.50% | 2.30% |
| 07/2026 | 1.42% | 3.75% |
| 08/2026 | -0.17% | 3.57% |
Calendar-year returns
202410.37%
20252.18%
Investment exposure
- Equity exposure
- 51.26%
- Overseas exposure
- 99.13%
- Foreign currency exposure
- 96.31%
— 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.
Guides to understanding the data
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.