תגמולים ואישית לפיצויים
הפניקס גמל מסלול מניות
Returns, performance and investment exposure
Fund / track number 961 · Data as of 08/2026
Cumulative return · 12 months21.54%Back to comparison
Last month2.53%
Year to date10.76%
3 years75.41%
5 years75.21%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.72% | 2.72% |
| 10/2024 | 0.81% | 3.55% |
| 11/2024 | 3.99% | 7.68% |
| 12/2024 | 1.51% | 9.31% |
| 01/2025 | 2.90% | 12.48% |
| 02/2025 | -0.64% | 11.76% |
| 03/2025 | -3.35% | 8.02% |
| 04/2025 | 1.23% | 9.34% |
| 05/2025 | 5.08% | 14.90% |
| 06/2025 | 5.85% | 21.62% |
| 07/2025 | 1.87% | 23.90% |
| 08/2025 | 1.17% | 25.34% |
| 09/2025 | 3.47% | 29.69% |
| 10/2025 | 2.35% | 32.74% |
| 11/2025 | 1.62% | 34.89% |
| 12/2025 | 1.97% | 37.55% |
| 01/2026 | 4.65% | 43.95% |
| 02/2026 | 0.58% | 44.78% |
| 03/2026 | -4.99% | 37.56% |
| 04/2026 | 8.18% | 48.81% |
| 05/2026 | 3.08% | 53.39% |
| 06/2026 | -2.47% | 49.60% |
| 07/2026 | -0.68% | 48.59% |
| 08/2026 | 2.53% | 52.34% |
Calendar-year returns
202423.04%
202525.83%
Investment exposure
- Equity exposure
- 98.60%
- Overseas exposure
- 70.07%
- Foreign currency exposure
- 25.63%
— 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.