פוליסות חיסכון
הפניקס -קרן ט'
Returns, performance and investment exposure
Fund / track number 7011 · Data as of 08/2026
Cumulative return · 12 months13.00%Back to comparison
Last month0.69%
Year to date7.07%
3 years41.53%
5 years43.40%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.54% | 1.54% |
| 10/2024 | 0.38% | 1.93% |
| 11/2024 | 2.39% | 4.36% |
| 12/2024 | 0.90% | 5.30% |
| 01/2025 | 1.37% | 6.74% |
| 02/2025 | 0.58% | 7.36% |
| 03/2025 | -1.44% | 5.82% |
| 04/2025 | 0.75% | 6.61% |
| 05/2025 | 2.17% | 8.92% |
| 06/2025 | 3.09% | 12.29% |
| 07/2025 | 1.25% | 13.69% |
| 08/2025 | 0.98% | 14.81% |
| 09/2025 | 2.01% | 17.12% |
| 10/2025 | 1.23% | 18.56% |
| 11/2025 | 1.14% | 19.91% |
| 12/2025 | 1.05% | 21.17% |
| 01/2026 | 2.19% | 23.82% |
| 02/2026 | 0.71% | 24.70% |
| 03/2026 | -2.00% | 22.20% |
| 04/2026 | 3.58% | 26.58% |
| 05/2026 | 1.45% | 28.42% |
| 06/2026 | -0.09% | 28.30% |
| 07/2026 | 0.42% | 28.84% |
| 08/2026 | 0.69% | 29.73% |
Calendar-year returns
202413.30%
202515.07%
— 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.