פוליסות חיסכון
הפניקס עוקב מדדי מניות 2
Returns, performance and investment exposure
Fund / track number 15530 · Data as of 08/2026
Cumulative return · 12 months23.13%Back to comparison
Last month0.75%
Year to date6.45%
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 | 3.11% | 3.11% |
| 10/2025 | 2.93% | 6.13% |
| 11/2025 | 4.40% | 10.80% |
| 12/2025 | 4.40% | 15.68% |
| 01/2026 | 7.61% | 24.48% |
| 02/2026 | 0.81% | 25.49% |
| 03/2026 | -2.51% | 22.34% |
| 04/2026 | 8.21% | 32.38% |
| 05/2026 | 3.35% | 36.82% |
| 06/2026 | -10.85% | 21.97% |
| 07/2026 | 0.20% | 22.22% |
| 08/2026 | 0.75% | 23.13% |
Calendar-year returns
2024—
2025—
— 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.