פוליסות חיסכון
הפניקס אשראי אג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 9585 · Data as of 08/2026
Cumulative return · 12 months7.98%Back to comparison
Last month0.43%
Year to date4.26%
3 years28.52%
5 years27.91%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.10% | 1.10% |
| 10/2024 | 0.38% | 1.48% |
| 11/2024 | 1.63% | 3.14% |
| 12/2024 | 0.85% | 4.02% |
| 01/2025 | 0.67% | 4.71% |
| 02/2025 | 0.58% | 5.32% |
| 03/2025 | -0.33% | 4.97% |
| 04/2025 | 0.72% | 5.73% |
| 05/2025 | 0.66% | 6.43% |
| 06/2025 | 1.96% | 8.51% |
| 07/2025 | 0.81% | 9.39% |
| 08/2025 | 0.77% | 10.23% |
| 09/2025 | 1.20% | 11.56% |
| 10/2025 | 0.87% | 12.53% |
| 11/2025 | 0.84% | 13.47% |
| 12/2025 | 0.61% | 14.16% |
| 01/2026 | 1.04% | 15.35% |
| 02/2026 | 0.28% | 15.67% |
| 03/2026 | -1.35% | 14.11% |
| 04/2026 | 2.19% | 16.61% |
| 05/2026 | 1.32% | 18.15% |
| 06/2026 | 0.12% | 18.29% |
| 07/2026 | 0.19% | 18.52% |
| 08/2026 | 0.43% | 19.03% |
Calendar-year returns
20249.97%
20259.76%
— 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.