תגמולים ואישית לפיצויים
הפניקס גמל מסלול לבני 50 עד 60
Returns, performance and investment exposure
Fund / track number 9529 · Data as of 08/2026
Cumulative return · 12 months12.63%Back to comparison
Last month1.20%
Year to date6.31%
3 years42.94%
5 years45.15%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.67% | 1.67% |
| 10/2024 | 0.55% | 2.23% |
| 11/2024 | 2.32% | 4.60% |
| 12/2024 | 1.26% | 5.92% |
| 01/2025 | 1.37% | 7.37% |
| 02/2025 | -0.01% | 7.36% |
| 03/2025 | -0.86% | 6.44% |
| 04/2025 | 0.89% | 7.38% |
| 05/2025 | 2.03% | 9.56% |
| 06/2025 | 3.27% | 13.15% |
| 07/2025 | 1.16% | 14.46% |
| 08/2025 | 0.92% | 15.51% |
| 09/2025 | 1.98% | 17.80% |
| 10/2025 | 1.42% | 19.47% |
| 11/2025 | 1.23% | 20.94% |
| 12/2025 | 1.19% | 22.38% |
| 01/2026 | 2.05% | 24.89% |
| 02/2026 | 0.59% | 25.63% |
| 03/2026 | -2.60% | 22.36% |
| 04/2026 | 3.81% | 27.02% |
| 05/2026 | 1.83% | 29.35% |
| 06/2026 | -0.36% | 28.88% |
| 07/2026 | -0.25% | 28.56% |
| 08/2026 | 1.20% | 30.10% |
Calendar-year returns
202414.21%
202515.54%
Investment exposure
- Equity exposure
- 49.17%
- Overseas exposure
- 54.06%
- Foreign currency exposure
- 20.35%
— 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.