פוליסות חיסכון
הפניקס אג"ח סחיר
Returns, performance and investment exposure
Fund / track number 12881 · Data as of 08/2026
Cumulative return · 12 months-6.64%Back to comparison
Last month-1.41%
Year to date-3.88%
3 years3.91%
5 years13.90%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.05% | 3.05% |
| 10/2024 | -0.29% | 2.75% |
| 11/2024 | -0.83% | 1.90% |
| 12/2024 | 0.07% | 1.97% |
| 01/2025 | -0.71% | 1.25% |
| 02/2025 | 1.34% | 2.60% |
| 03/2025 | 2.84% | 5.52% |
| 04/2025 | -2.31% | 3.08% |
| 05/2025 | -2.46% | 0.54% |
| 06/2025 | -2.19% | -1.66% |
| 07/2025 | 0.81% | -0.86% |
| 08/2025 | -0.81% | -1.67% |
| 09/2025 | -0.23% | -1.89% |
| 10/2025 | -1.56% | -3.42% |
| 11/2025 | 0.78% | -2.67% |
| 12/2025 | -1.87% | -4.49% |
| 01/2026 | -2.08% | -6.48% |
| 02/2026 | 1.49% | -5.08% |
| 03/2026 | -0.65% | -5.70% |
| 04/2026 | -5.56% | -10.94% |
| 05/2026 | -3.76% | -14.29% |
| 06/2026 | 6.29% | -8.90% |
| 07/2026 | 2.22% | -6.88% |
| 08/2026 | -1.41% | -8.19% |
Calendar-year returns
202413.35%
2025-6.33%
— 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.
Free initial review
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.