פוליסות חיסכון
הפניקס Apollo אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 15412 · Data as of 08/2026
Cumulative return · 12 months0.89%Back to comparison
Last month0.89%
Year to date3.24%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 12 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2025 | -0.45% | -0.45% |
| 10/2025 | -1.23% | -1.67% |
| 11/2025 | 1.94% | 0.23% |
| 12/2025 | -2.50% | -2.27% |
| 01/2026 | 0.54% | -1.75% |
| 02/2026 | 0.09% | -1.66% |
| 03/2026 | -1.73% | -3.36% |
| 04/2026 | 2.01% | -1.42% |
| 05/2026 | 0.56% | -0.86% |
| 06/2026 | 0.50% | -0.37% |
| 07/2026 | 0.37% | 0.00% |
| 08/2026 | 0.89% | 0.89% |
Calendar-year returns
2024—
2025-5.81%
— 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.