פוליסות חיסכון
הפניקס עוקב מדדי מניות
Returns, performance and investment exposure
Fund / track number 15207 · Data as of 08/2026
Cumulative return · 12 months8.35%Back to comparison
Last month1.34%
Year to date5.15%
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 | 4.01% | 4.01% |
| 10/2024 | -0.38% | 3.61% |
| 11/2024 | 3.24% | 6.97% |
| 12/2024 | 0.33% | 7.32% |
| 01/2025 | 0.07% | 7.40% |
| 02/2025 | -2.99% | 4.19% |
| 03/2025 | -3.83% | 0.20% |
| 04/2025 | -1.48% | -1.28% |
| 05/2025 | 4.71% | 3.36% |
| 06/2025 | 1.45% | 4.86% |
| 07/2025 | 3.39% | 8.42% |
| 08/2025 | -0.26% | 8.14% |
| 09/2025 | 3.50% | 11.92% |
| 10/2025 | 2.10% | 14.27% |
| 11/2025 | -0.39% | 13.83% |
| 12/2025 | -2.11% | 11.42% |
| 01/2026 | -2.12% | 9.06% |
| 02/2026 | -1.29% | 7.66% |
| 03/2026 | -4.01% | 3.34% |
| 04/2026 | 5.96% | 9.50% |
| 05/2026 | 2.83% | 12.60% |
| 06/2026 | 4.11% | 17.22% |
| 07/2026 | -1.37% | 15.62% |
| 08/2026 | 1.34% | 17.17% |
Calendar-year returns
2024—
20253.82%
— 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.