מרכזית לפיצויים
הפניקס מרכזית לפיצויים מחקה מדדים
Returns, performance and investment exposure
Fund / track number 8765 · Data as of 08/2026
Cumulative return · 12 months11.35%Back to comparison
Last month0.87%
Year to date5.68%
3 years38.68%
5 years38.13%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.40% | 1.40% |
| 10/2024 | 0.32% | 1.72% |
| 11/2024 | 1.80% | 3.56% |
| 12/2024 | 1.05% | 4.64% |
| 01/2025 | 1.32% | 6.02% |
| 02/2025 | 0.12% | 6.15% |
| 03/2025 | -1.05% | 5.04% |
| 04/2025 | 0.83% | 5.91% |
| 05/2025 | 2.21% | 8.25% |
| 06/2025 | 3.21% | 11.72% |
| 07/2025 | 1.03% | 12.87% |
| 08/2025 | 0.74% | 13.71% |
| 09/2025 | 2.04% | 16.03% |
| 10/2025 | 1.37% | 17.62% |
| 11/2025 | 0.86% | 18.63% |
| 12/2025 | 1.00% | 19.82% |
| 01/2026 | 2.09% | 22.32% |
| 02/2026 | 0.61% | 23.07% |
| 03/2026 | -1.97% | 20.64% |
| 04/2026 | 3.31% | 24.64% |
| 05/2026 | 1.62% | 26.66% |
| 06/2026 | -0.79% | 25.65% |
| 07/2026 | -0.10% | 25.53% |
| 08/2026 | 0.87% | 26.62% |
Calendar-year returns
202412.31%
202514.50%
Investment exposure
- Equity exposure
- 44.84%
- Overseas exposure
- 37.06%
- Foreign currency exposure
- 19.16%
— 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.