פוליסות חיסכון
הפניקס עוקב מדדים אג"ח עד 25% מניות
Returns, performance and investment exposure
Fund / track number 15275 · Data as of 08/2026
Cumulative return · 12 months-5.90%Back to comparison
Last month-1.25%
Year to date-4.68%
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 | 3.64% | 3.64% |
| 10/2024 | -2.66% | 0.88% |
| 11/2024 | -0.44% | 0.44% |
| 12/2024 | -2.09% | -1.66% |
| 01/2025 | -0.80% | -2.45% |
| 02/2025 | 2.11% | -0.39% |
| 03/2025 | 2.80% | 2.40% |
| 04/2025 | -1.90% | 0.46% |
| 05/2025 | -2.23% | -1.78% |
| 06/2025 | -1.73% | -3.48% |
| 07/2025 | 0.58% | -2.92% |
| 08/2025 | -0.56% | -3.47% |
| 09/2025 | 1.00% | -2.50% |
| 10/2025 | -1.31% | -3.78% |
| 11/2025 | 1.24% | -2.59% |
| 12/2025 | -2.17% | -4.70% |
| 01/2026 | -2.16% | -6.76% |
| 02/2026 | 1.97% | -4.92% |
| 03/2026 | -1.61% | -6.45% |
| 04/2026 | -4.39% | -10.56% |
| 05/2026 | -3.06% | -13.30% |
| 06/2026 | 5.38% | -8.63% |
| 07/2026 | 0.68% | -8.01% |
| 08/2026 | -1.25% | -9.16% |
Calendar-year returns
2024—
2025-3.09%
— 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.
Free initial review
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.