פוליסות חיסכון
הפניקס מסלול הלכה
Returns, performance and investment exposure
Fund / track number 9586 · Data as of 08/2026
Cumulative return · 12 months11.80%Back to comparison
Last month0.41%
Year to date5.58%
3 years39.87%
5 years40.94%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.52% | 1.52% |
| 10/2024 | 0.82% | 2.35% |
| 11/2024 | 2.08% | 4.48% |
| 12/2024 | 0.90% | 5.42% |
| 01/2025 | 1.37% | 6.87% |
| 02/2025 | 0.38% | 7.27% |
| 03/2025 | -1.67% | 5.48% |
| 04/2025 | 0.85% | 6.38% |
| 05/2025 | 2.33% | 8.86% |
| 06/2025 | 3.36% | 12.51% |
| 07/2025 | 1.50% | 14.20% |
| 08/2025 | 0.50% | 14.77% |
| 09/2025 | 2.00% | 17.07% |
| 10/2025 | 1.31% | 18.60% |
| 11/2025 | 1.31% | 20.15% |
| 12/2025 | 1.15% | 21.54% |
| 01/2026 | 1.98% | 23.94% |
| 02/2026 | 0.98% | 25.16% |
| 03/2026 | -2.13% | 22.49% |
| 04/2026 | 3.21% | 26.42% |
| 05/2026 | 1.23% | 27.98% |
| 06/2026 | -0.72% | 27.06% |
| 07/2026 | 0.58% | 27.79% |
| 08/2026 | 0.41% | 28.32% |
Calendar-year returns
202413.64%
202515.29%
— 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.