פוליסות חיסכון
הפניקס עוקב מדדים גמיש 2
Returns, performance and investment exposure
Fund / track number 14291 · Data as of 08/2026
Cumulative return · 12 months3.01%Back to comparison
Last month0.03%
Year to date2.28%
3 years13.70%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.63% | 2.63% |
| 10/2024 | -1.86% | 0.72% |
| 11/2024 | 0.49% | 1.21% |
| 12/2024 | -1.15% | 0.05% |
| 01/2025 | 0.42% | 0.47% |
| 02/2025 | 0.28% | 0.75% |
| 03/2025 | 0.97% | 1.73% |
| 04/2025 | -1.50% | 0.20% |
| 05/2025 | 0.62% | 0.82% |
| 06/2025 | -0.63% | 0.19% |
| 07/2025 | 1.51% | 1.70% |
| 08/2025 | -0.41% | 1.29% |
| 09/2025 | 1.75% | 3.06% |
| 10/2025 | -0.17% | 2.88% |
| 11/2025 | 0.62% | 3.52% |
| 12/2025 | -1.46% | 2.01% |
| 01/2026 | -1.15% | 0.84% |
| 02/2026 | 1.47% | 2.32% |
| 03/2026 | -3.71% | -1.48% |
| 04/2026 | 0.26% | -1.22% |
| 05/2026 | -1.09% | -2.30% |
| 06/2026 | 5.27% | 2.85% |
| 07/2026 | 1.41% | 4.30% |
| 08/2026 | 0.03% | 4.33% |
Calendar-year returns
20246.23%
20251.96%
— 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.