פוליסות חיסכון
הפניקס -קרן י'
Returns, performance and investment exposure
Fund / track number 7012 · Data as of 08/2026
Cumulative return · 12 months12.84%Back to comparison
Last month0.39%
Year to date5.89%
3 years42.08%
5 years50.58%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.46% | 1.46% |
| 10/2024 | 0.56% | 2.03% |
| 11/2024 | 2.17% | 4.24% |
| 12/2024 | 1.50% | 5.81% |
| 01/2025 | 1.26% | 7.14% |
| 02/2025 | 0.33% | 7.49% |
| 03/2025 | -1.11% | 6.30% |
| 04/2025 | 0.64% | 6.98% |
| 05/2025 | 2.07% | 9.19% |
| 06/2025 | 3.18% | 12.67% |
| 07/2025 | 1.30% | 14.13% |
| 08/2025 | 0.90% | 15.16% |
| 09/2025 | 1.90% | 17.35% |
| 10/2025 | 1.60% | 19.22% |
| 11/2025 | 1.19% | 20.64% |
| 12/2025 | 1.72% | 22.72% |
| 01/2026 | 2.14% | 25.34% |
| 02/2026 | 0.67% | 26.18% |
| 03/2026 | -2.50% | 23.03% |
| 04/2026 | 3.98% | 27.93% |
| 05/2026 | 1.59% | 29.96% |
| 06/2026 | -0.67% | 29.09% |
| 07/2026 | 0.27% | 29.44% |
| 08/2026 | 0.39% | 29.94% |
Calendar-year returns
202414.15%
202515.98%
— 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.