פוליסות חיסכון
הפניקס מסלול אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 47 · Data as of 08/2026
Cumulative return · 12 months4.53%Back to comparison
Last month0.17%
Year to date2.54%
3 years16.52%
5 years15.64%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.69% | 0.69% |
| 10/2024 | 0.42% | 1.11% |
| 11/2024 | 1.00% | 2.12% |
| 12/2024 | 0.60% | 2.74% |
| 01/2025 | 0.33% | 3.08% |
| 02/2025 | 0.81% | 3.91% |
| 03/2025 | -0.16% | 3.74% |
| 04/2025 | 0.76% | 4.53% |
| 05/2025 | -0.18% | 4.34% |
| 06/2025 | 1.36% | 5.76% |
| 07/2025 | 0.35% | 6.13% |
| 08/2025 | 0.69% | 6.87% |
| 09/2025 | 0.76% | 7.68% |
| 10/2025 | 0.65% | 8.38% |
| 11/2025 | 0.35% | 8.76% |
| 12/2025 | 0.16% | 8.93% |
| 01/2026 | 0.42% | 9.39% |
| 02/2026 | 0.11% | 9.51% |
| 03/2026 | -0.82% | 8.61% |
| 04/2026 | 0.94% | 9.63% |
| 05/2026 | 1.25% | 11.00% |
| 06/2026 | 0.50% | 11.56% |
| 07/2026 | -0.04% | 11.51% |
| 08/2026 | 0.17% | 11.70% |
Calendar-year returns
20245.98%
20256.03%
— 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.