פוליסות חיסכון
הפניקס מניות סחיר
Returns, performance and investment exposure
Fund / track number 12882 · Data as of 08/2026
Cumulative return · 12 months10.80%Back to comparison
Last month2.29%
Year to date8.06%
3 years35.36%
5 years50.80%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.43% | 3.43% |
| 10/2024 | -1.91% | 1.45% |
| 11/2024 | 2.17% | 3.66% |
| 12/2024 | -1.69% | 1.90% |
| 01/2025 | 1.41% | 3.34% |
| 02/2025 | -0.61% | 2.71% |
| 03/2025 | -1.00% | 1.68% |
| 04/2025 | -1.42% | 0.24% |
| 05/2025 | 2.11% | 2.35% |
| 06/2025 | 0.76% | 3.13% |
| 07/2025 | 1.76% | 4.95% |
| 08/2025 | 0.36% | 5.33% |
| 09/2025 | 2.80% | 8.27% |
| 10/2025 | 0.35% | 8.65% |
| 11/2025 | 0.47% | 9.16% |
| 12/2025 | -1.07% | 8.00% |
| 01/2026 | 0.33% | 8.35% |
| 02/2026 | 1.55% | 10.03% |
| 03/2026 | -6.07% | 3.35% |
| 04/2026 | 3.81% | 7.29% |
| 05/2026 | 0.85% | 8.20% |
| 06/2026 | 4.72% | 13.31% |
| 07/2026 | 0.69% | 14.09% |
| 08/2026 | 2.29% | 16.70% |
Calendar-year returns
202417.88%
20255.98%
— 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.