פוליסות חיסכון
הפניקס מסלול כללי
Returns, performance and investment exposure
Fund / track number 50 · Data as of 08/2026
Cumulative return · 12 months12.60%Back to comparison
Last month0.87%
Year to date6.31%
3 years41.51%
5 years47.82%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.47% | 1.47% |
| 10/2024 | 0.36% | 1.84% |
| 11/2024 | 2.16% | 4.03% |
| 12/2024 | 1.17% | 5.25% |
| 01/2025 | 1.25% | 6.57% |
| 02/2025 | 0.19% | 6.77% |
| 03/2025 | -1.20% | 5.49% |
| 04/2025 | 0.79% | 6.32% |
| 05/2025 | 1.98% | 8.43% |
| 06/2025 | 3.08% | 11.77% |
| 07/2025 | 1.15% | 13.05% |
| 08/2025 | 0.94% | 14.12% |
| 09/2025 | 1.92% | 16.31% |
| 10/2025 | 1.44% | 17.98% |
| 11/2025 | 1.11% | 19.29% |
| 12/2025 | 1.32% | 20.87% |
| 01/2026 | 1.98% | 23.26% |
| 02/2026 | 0.62% | 24.02% |
| 03/2026 | -2.68% | 20.70% |
| 04/2026 | 4.09% | 25.64% |
| 05/2026 | 1.84% | 27.95% |
| 06/2026 | -0.54% | 27.26% |
| 07/2026 | 0.10% | 27.38% |
| 08/2026 | 0.87% | 28.49% |
Calendar-year returns
202413.95%
202514.83%
— 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.