תגמולים ואישית לפיצויים
הפניקס גמל לבני 50 ומטה
Returns, performance and investment exposure
Fund / track number 9916 · Data as of 08/2026
Cumulative return · 12 months14.94%Back to comparison
Last month1.45%
Year to date7.16%
3 years49.14%
5 years49.84%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.83% | 1.83% |
| 10/2024 | 0.62% | 2.46% |
| 11/2024 | 2.58% | 5.10% |
| 12/2024 | 1.39% | 6.57% |
| 01/2025 | 1.71% | 8.39% |
| 02/2025 | -0.27% | 8.10% |
| 03/2025 | -1.13% | 6.87% |
| 04/2025 | 0.88% | 7.81% |
| 05/2025 | 2.67% | 10.69% |
| 06/2025 | 3.69% | 14.78% |
| 07/2025 | 1.31% | 16.28% |
| 08/2025 | 1.23% | 17.71% |
| 09/2025 | 2.28% | 20.40% |
| 10/2025 | 1.67% | 22.41% |
| 11/2025 | 1.40% | 24.12% |
| 12/2025 | 1.72% | 26.25% |
| 01/2026 | 2.62% | 29.56% |
| 02/2026 | 0.61% | 30.35% |
| 03/2026 | -3.01% | 26.43% |
| 04/2026 | 4.77% | 32.46% |
| 05/2026 | 1.93% | 35.02% |
| 06/2026 | -0.97% | 33.71% |
| 07/2026 | -0.26% | 33.36% |
| 08/2026 | 1.45% | 35.29% |
Calendar-year returns
202415.90%
202518.48%
Investment exposure
- Equity exposure
- 60.18%
- Overseas exposure
- 57.66%
- Foreign currency exposure
- 20.61%
— 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.