פוליסות חיסכון
הפניקס עוקב מדדי אג"ח
Returns, performance and investment exposure
Fund / track number 14916 · Data as of 08/2026
Cumulative return · 12 months4.73%Back to comparison
Last month0.30%
Year to date3.12%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.56% | 0.56% |
| 10/2024 | 0.12% | 0.68% |
| 11/2024 | 0.45% | 1.13% |
| 12/2024 | 0.47% | 1.61% |
| 01/2025 | 0.28% | 1.89% |
| 02/2025 | 0.40% | 2.30% |
| 03/2025 | 0.12% | 2.42% |
| 04/2025 | 0.70% | 3.14% |
| 05/2025 | 0.39% | 3.54% |
| 06/2025 | 0.63% | 4.20% |
| 07/2025 | 0.34% | 4.55% |
| 08/2025 | 0.53% | 5.10% |
| 09/2025 | 0.60% | 5.73% |
| 10/2025 | 0.17% | 5.91% |
| 11/2025 | 0.30% | 6.23% |
| 12/2025 | 0.48% | 6.74% |
| 01/2026 | 0.43% | 7.20% |
| 02/2026 | 0.16% | 7.37% |
| 03/2026 | 0.46% | 7.87% |
| 04/2026 | 0.51% | 8.42% |
| 05/2026 | 0.37% | 8.82% |
| 06/2026 | 0.50% | 9.36% |
| 07/2026 | 0.35% | 9.74% |
| 08/2026 | 0.30% | 10.07% |
Calendar-year returns
20244.22%
20255.05%
— 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.