פוליסות חיסכון
הפניקס מסלול מניות
Returns, performance and investment exposure
Fund / track number 9579 · Data as of 08/2026
Cumulative return · 12 months22.08%Back to comparison
Last month1.69%
Year to date10.92%
3 years76.64%
5 years76.52%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.33% | 2.33% |
| 10/2024 | 0.83% | 3.18% |
| 11/2024 | 4.26% | 7.57% |
| 12/2024 | 1.08% | 8.74% |
| 01/2025 | 2.65% | 11.62% |
| 02/2025 | 0.02% | 11.64% |
| 03/2025 | -3.87% | 7.32% |
| 04/2025 | 1.37% | 8.79% |
| 05/2025 | 5.00% | 14.23% |
| 06/2025 | 6.15% | 21.25% |
| 07/2025 | 1.89% | 23.55% |
| 08/2025 | 1.21% | 25.04% |
| 09/2025 | 3.52% | 29.44% |
| 10/2025 | 2.39% | 32.54% |
| 11/2025 | 1.72% | 34.82% |
| 12/2025 | 2.08% | 37.62% |
| 01/2026 | 4.48% | 43.79% |
| 02/2026 | 0.91% | 45.09% |
| 03/2026 | -4.96% | 37.90% |
| 04/2026 | 8.44% | 49.54% |
| 05/2026 | 3.03% | 54.07% |
| 06/2026 | -2.70% | 49.91% |
| 07/2026 | 0.14% | 50.12% |
| 08/2026 | 1.69% | 52.65% |
Calendar-year returns
202423.14%
202526.56%
— 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.