פוליסות חיסכון
הפניקס בסיסי למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 9587 · Data as of 08/2026
Cumulative return · 12 months7.24%Back to comparison
Last month0.35%
Year to date3.62%
3 years24.67%
5 years25.78%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.95% | 0.95% |
| 10/2024 | 0.39% | 1.34% |
| 11/2024 | 1.61% | 2.98% |
| 12/2024 | 0.92% | 3.92% |
| 01/2025 | 0.65% | 4.60% |
| 02/2025 | 0.58% | 5.20% |
| 03/2025 | -0.54% | 4.64% |
| 04/2025 | 0.84% | 5.52% |
| 05/2025 | 0.56% | 6.11% |
| 06/2025 | 2.07% | 8.30% |
| 07/2025 | 0.54% | 8.89% |
| 08/2025 | 0.83% | 9.79% |
| 09/2025 | 1.14% | 11.04% |
| 10/2025 | 0.94% | 12.09% |
| 11/2025 | 0.65% | 12.82% |
| 12/2025 | 0.72% | 13.63% |
| 01/2026 | 1.01% | 14.78% |
| 02/2026 | 0.35% | 15.18% |
| 03/2026 | -1.43% | 13.53% |
| 04/2026 | 1.72% | 15.48% |
| 05/2026 | 1.32% | 17.01% |
| 06/2026 | 0.19% | 17.23% |
| 07/2026 | 0.09% | 17.34% |
| 08/2026 | 0.35% | 17.75% |
Calendar-year returns
20248.68%
20259.34%
— 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.