תגמולים ואישית לפיצויים
הפניקס גמל כספי (שיקלי)
Returns, performance and investment exposure
Fund / track number 9906 · Data as of 08/2026
Cumulative return · 12 months4.29%Back to comparison
Last month0.31%
Year to date2.75%
3 years13.74%
5 years16.82%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.34% | 0.34% |
| 10/2024 | 0.39% | 0.73% |
| 11/2024 | 0.37% | 1.10% |
| 12/2024 | 0.44% | 1.55% |
| 01/2025 | 0.38% | 1.93% |
| 02/2025 | 0.31% | 2.25% |
| 03/2025 | 0.25% | 2.51% |
| 04/2025 | 0.44% | 2.96% |
| 05/2025 | 0.29% | 3.26% |
| 06/2025 | 0.51% | 3.78% |
| 07/2025 | 0.32% | 4.11% |
| 08/2025 | 0.44% | 4.57% |
| 09/2025 | 0.36% | 4.95% |
| 10/2025 | 0.41% | 5.38% |
| 11/2025 | 0.33% | 5.73% |
| 12/2025 | 0.39% | 6.14% |
| 01/2026 | 0.30% | 6.46% |
| 02/2026 | 0.36% | 6.84% |
| 03/2026 | 0.14% | 6.99% |
| 04/2026 | 0.45% | 7.47% |
| 05/2026 | 0.43% | 7.93% |
| 06/2026 | 0.51% | 8.49% |
| 07/2026 | 0.22% | 8.72% |
| 08/2026 | 0.31% | 9.06% |
Calendar-year returns
20244.50%
20254.52%
Investment exposure
- Equity exposure
- 0.00%
- Overseas exposure
- 0.00%
- Foreign currency exposure
- 0.00%
— 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.