פוליסות חיסכון
הפניקס לבני 50 ומטה
Returns, performance and investment exposure
Fund / track number 471 · Data as of 08/2026
Cumulative return · 12 months15.31%Back to comparison
Last month0.84%
Year to date7.05%
3 years52.20%
5 years59.30%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.68% | 1.68% |
| 10/2024 | 0.53% | 2.22% |
| 11/2024 | 2.43% | 4.70% |
| 12/2024 | 1.45% | 6.22% |
| 01/2025 | 1.53% | 7.85% |
| 02/2025 | 0.37% | 8.25% |
| 03/2025 | -1.51% | 6.61% |
| 04/2025 | 1.04% | 7.72% |
| 05/2025 | 2.79% | 10.72% |
| 06/2025 | 3.94% | 15.09% |
| 07/2025 | 1.29% | 16.57% |
| 08/2025 | 0.88% | 17.60% |
| 09/2025 | 2.35% | 20.36% |
| 10/2025 | 1.73% | 22.44% |
| 11/2025 | 1.52% | 24.30% |
| 12/2025 | 1.90% | 26.67% |
| 01/2026 | 2.70% | 30.09% |
| 02/2026 | 0.96% | 31.34% |
| 03/2026 | -2.74% | 27.74% |
| 04/2026 | 4.47% | 33.45% |
| 05/2026 | 1.86% | 35.93% |
| 06/2026 | -1.37% | 34.07% |
| 07/2026 | 0.30% | 34.47% |
| 08/2026 | 0.84% | 35.60% |
Calendar-year returns
202416.67%
202519.25%
— 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.