קרנות השתלמות
הפניקס השתלמות כללי
Returns, performance and investment exposure
Fund / track number 964 · Data as of 08/2026
Cumulative return · 12 months13.08%Back to comparison
Last month1.22%
Year to date6.48%
3 years43.04%
5 years46.96%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.65% | 1.65% |
| 10/2024 | 0.56% | 2.22% |
| 11/2024 | 2.20% | 4.47% |
| 12/2024 | 1.31% | 5.84% |
| 01/2025 | 1.40% | 7.32% |
| 02/2025 | -0.10% | 7.21% |
| 03/2025 | -0.88% | 6.27% |
| 04/2025 | 0.82% | 7.14% |
| 05/2025 | 2.10% | 9.39% |
| 06/2025 | 3.16% | 12.85% |
| 07/2025 | 1.14% | 14.13% |
| 08/2025 | 1.07% | 15.35% |
| 09/2025 | 1.94% | 17.59% |
| 10/2025 | 1.56% | 19.43% |
| 11/2025 | 1.19% | 20.85% |
| 12/2025 | 1.37% | 22.50% |
| 01/2026 | 2.09% | 25.06% |
| 02/2026 | 0.54% | 25.74% |
| 03/2026 | -2.63% | 22.43% |
| 04/2026 | 4.14% | 27.50% |
| 05/2026 | 1.90% | 29.92% |
| 06/2026 | -0.63% | 29.10% |
| 07/2026 | -0.18% | 28.87% |
| 08/2026 | 1.22% | 30.44% |
Calendar-year returns
202414.10%
202515.75%
Investment exposure
- Equity exposure
- 49.38%
- Overseas exposure
- 54.74%
- Foreign currency exposure
- 18.81%
— 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.