קרנות השתלמות
הפניקס השתלמות הלכה
Returns, performance and investment exposure
Fund / track number 9528 · Data as of 08/2026
Cumulative return · 12 months12.62%Back to comparison
Last month1.21%
Year to date6.57%
3 years40.25%
5 years41.54%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.70% | 1.70% |
| 10/2024 | 0.17% | 1.87% |
| 11/2024 | 1.91% | 3.82% |
| 12/2024 | 0.63% | 4.47% |
| 01/2025 | 1.47% | 6.01% |
| 02/2025 | -0.10% | 5.90% |
| 03/2025 | -1.29% | 4.54% |
| 04/2025 | 0.54% | 5.10% |
| 05/2025 | 2.42% | 7.64% |
| 06/2025 | 3.14% | 11.02% |
| 07/2025 | 1.30% | 12.47% |
| 08/2025 | 0.71% | 13.27% |
| 09/2025 | 2.24% | 15.80% |
| 10/2025 | 1.49% | 17.53% |
| 11/2025 | 0.93% | 18.62% |
| 12/2025 | 0.91% | 19.70% |
| 01/2026 | 2.16% | 22.29% |
| 02/2026 | 0.99% | 23.50% |
| 03/2026 | -3.06% | 19.72% |
| 04/2026 | 4.36% | 24.94% |
| 05/2026 | 1.99% | 27.42% |
| 06/2026 | -0.82% | 26.38% |
| 07/2026 | -0.27% | 26.04% |
| 08/2026 | 1.21% | 27.56% |
Calendar-year returns
202412.80%
202514.58%
Investment exposure
- Equity exposure
- 52.05%
- Overseas exposure
- 48.65%
- Foreign currency exposure
- 18.66%
— 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.