קרנות השתלמות
הפניקס השתלמות מניות
Returns, performance and investment exposure
Fund / track number 968 · Data as of 08/2026
Cumulative return · 12 months21.55%Back to comparison
Last month2.50%
Year to date10.81%
3 years74.91%
5 years74.69%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.64% | 2.64% |
| 10/2024 | 0.92% | 3.58% |
| 11/2024 | 3.67% | 7.39% |
| 12/2024 | 1.53% | 9.03% |
| 01/2025 | 2.74% | 12.02% |
| 02/2025 | -0.58% | 11.37% |
| 03/2025 | -3.14% | 7.87% |
| 04/2025 | 1.36% | 9.34% |
| 05/2025 | 4.89% | 14.68% |
| 06/2025 | 5.80% | 21.33% |
| 07/2025 | 1.84% | 23.57% |
| 08/2025 | 1.27% | 25.14% |
| 09/2025 | 3.35% | 29.33% |
| 10/2025 | 2.30% | 32.30% |
| 11/2025 | 1.71% | 34.57% |
| 12/2025 | 2.00% | 37.26% |
| 01/2026 | 4.57% | 43.53% |
| 02/2026 | 0.65% | 44.46% |
| 03/2026 | -4.73% | 37.63% |
| 04/2026 | 8.03% | 48.68% |
| 05/2026 | 2.96% | 53.08% |
| 06/2026 | -2.46% | 49.32% |
| 07/2026 | -0.62% | 48.39% |
| 08/2026 | 2.50% | 52.10% |
Calendar-year returns
202422.70%
202525.89%
Investment exposure
- Equity exposure
- 98.42%
- Overseas exposure
- 70.11%
- Foreign currency exposure
- 25.80%
— 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.