פוליסות חיסכון
הפניקס מסלול S&P 500
Returns, performance and investment exposure
Fund / track number 9554 · Data as of 08/2026
Cumulative return · 12 months7.69%Back to comparison
Last month0.71%
Year to date5.70%
3 years38.25%
5 years68.89%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.56% | 3.56% |
| 10/2024 | -0.57% | 2.97% |
| 11/2024 | 3.68% | 6.76% |
| 12/2024 | -2.20% | 4.41% |
| 01/2025 | 0.89% | 5.34% |
| 02/2025 | -1.43% | 3.83% |
| 03/2025 | -2.38% | 1.36% |
| 04/2025 | -2.67% | -1.34% |
| 05/2025 | 3.02% | 1.64% |
| 06/2025 | 0.73% | 2.38% |
| 07/2025 | 2.86% | 5.30% |
| 08/2025 | 0.17% | 5.48% |
| 09/2025 | 2.68% | 8.31% |
| 10/2025 | 0.54% | 8.90% |
| 11/2025 | 0.68% | 9.64% |
| 12/2025 | -1.98% | 7.47% |
| 01/2026 | -1.77% | 5.56% |
| 02/2026 | 0.14% | 5.71% |
| 03/2026 | -4.04% | 1.44% |
| 04/2026 | 3.29% | 4.78% |
| 05/2026 | 0.39% | 5.19% |
| 06/2026 | 4.71% | 10.14% |
| 07/2026 | 2.41% | 12.80% |
| 08/2026 | 0.71% | 13.60% |
Calendar-year returns
202424.96%
20252.93%
— 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.