פוליסות חיסכון
הפניקס משולב סחיר
Returns, performance and investment exposure
Fund / track number 14290 · Data as of 08/2026
Cumulative return · 12 months15.33%Back to comparison
Last month1.01%
Year to date6.95%
3 years49.74%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.61% | 1.61% |
| 10/2024 | 0.57% | 2.19% |
| 11/2024 | 2.74% | 4.99% |
| 12/2024 | 0.59% | 5.61% |
| 01/2025 | 1.69% | 7.39% |
| 02/2025 | 0.36% | 7.78% |
| 03/2025 | -2.18% | 5.43% |
| 04/2025 | 0.81% | 6.28% |
| 05/2025 | 2.52% | 8.96% |
| 06/2025 | 3.83% | 13.14% |
| 07/2025 | 1.21% | 14.51% |
| 08/2025 | 0.65% | 15.25% |
| 09/2025 | 2.27% | 17.87% |
| 10/2025 | 1.56% | 19.70% |
| 11/2025 | 0.50% | 20.30% |
| 12/2025 | 3.30% | 24.27% |
| 01/2026 | 2.47% | 27.34% |
| 02/2026 | 0.58% | 28.08% |
| 03/2026 | -3.31% | 23.84% |
| 04/2026 | 4.76% | 29.74% |
| 05/2026 | 2.19% | 32.58% |
| 06/2026 | -0.71% | 31.64% |
| 07/2026 | -0.04% | 31.58% |
| 08/2026 | 1.01% | 32.91% |
Calendar-year returns
202416.03%
202517.67%
— 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.