פוליסות חיסכון
הפניקס עוקב מדדים גמיש
Returns, performance and investment exposure
Fund / track number 12092 · Data as of 08/2026
Cumulative return · 12 months14.58%Back to comparison
Last month0.57%
Year to date7.62%
3 years48.83%
5 years50.05%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.70% | 1.70% |
| 10/2024 | 0.46% | 2.17% |
| 11/2024 | 2.21% | 4.43% |
| 12/2024 | 1.07% | 5.54% |
| 01/2025 | 1.56% | 7.19% |
| 02/2025 | 0.50% | 7.73% |
| 03/2025 | -1.71% | 5.88% |
| 04/2025 | 0.90% | 6.84% |
| 05/2025 | 2.98% | 10.02% |
| 06/2025 | 3.70% | 14.09% |
| 07/2025 | 1.25% | 15.52% |
| 08/2025 | 0.75% | 16.38% |
| 09/2025 | 2.44% | 19.22% |
| 10/2025 | 1.47% | 20.98% |
| 11/2025 | 1.13% | 22.34% |
| 12/2025 | 1.28% | 23.91% |
| 01/2026 | 2.74% | 27.30% |
| 02/2026 | 0.87% | 28.41% |
| 03/2026 | -2.58% | 25.10% |
| 04/2026 | 4.30% | 30.48% |
| 05/2026 | 1.92% | 32.98% |
| 06/2026 | -0.67% | 32.09% |
| 07/2026 | 0.38% | 32.59% |
| 08/2026 | 0.57% | 33.35% |
Calendar-year returns
202415.04%
202517.40%
— 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.