פוליסות חיסכון
הפניקס שריעה
Returns, performance and investment exposure
Fund / track number 15206 · Data as of 08/2026
Cumulative return · 12 months11.80%Back to comparison
Last month1.69%
Year to date7.62%
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 | 2.53% | 2.53% |
| 10/2024 | -1.26% | 1.24% |
| 11/2024 | 2.46% | 3.73% |
| 12/2024 | 0.07% | 3.80% |
| 01/2025 | -0.36% | 3.43% |
| 02/2025 | -2.42% | 0.92% |
| 03/2025 | -3.64% | -2.75% |
| 04/2025 | -2.14% | -4.83% |
| 05/2025 | 3.83% | -1.19% |
| 06/2025 | 1.32% | 0.12% |
| 07/2025 | 4.17% | 4.29% |
| 08/2025 | -0.10% | 4.19% |
| 09/2025 | 4.29% | 8.66% |
| 10/2025 | 2.03% | 10.87% |
| 11/2025 | 0.07% | 10.94% |
| 12/2025 | -2.44% | 8.24% |
| 01/2026 | -2.13% | 5.93% |
| 02/2026 | 0.21% | 6.15% |
| 03/2026 | -3.36% | 2.59% |
| 04/2026 | 3.29% | 5.96% |
| 05/2026 | 2.25% | 8.35% |
| 06/2026 | 4.02% | 12.70% |
| 07/2026 | 1.64% | 14.55% |
| 08/2026 | 1.69% | 16.49% |
Calendar-year returns
2024—
20254.27%
— 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.