פוליסות חיסכון
הפניקס הלכה למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 9591 · Data as of 08/2026
Cumulative return · 12 months8.16%Back to comparison
Last month0.17%
Year to date3.94%
3 years27.11%
5 years24.12%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.88% | 0.88% |
| 10/2024 | 0.40% | 1.28% |
| 11/2024 | 1.81% | 3.12% |
| 12/2024 | 0.58% | 3.71% |
| 01/2025 | 1.21% | 4.97% |
| 02/2025 | 0.75% | 5.76% |
| 03/2025 | -1.12% | 4.57% |
| 04/2025 | 1.07% | 5.69% |
| 05/2025 | 0.96% | 6.71% |
| 06/2025 | 2.39% | 9.26% |
| 07/2025 | 0.77% | 10.10% |
| 08/2025 | 0.68% | 10.85% |
| 09/2025 | 1.55% | 12.56% |
| 10/2025 | 1.07% | 13.77% |
| 11/2025 | 0.75% | 14.62% |
| 12/2025 | 0.63% | 15.34% |
| 01/2026 | 1.39% | 16.95% |
| 02/2026 | 0.50% | 17.53% |
| 03/2026 | -1.79% | 15.43% |
| 04/2026 | 2.41% | 18.21% |
| 05/2026 | 1.34% | 19.79% |
| 06/2026 | -0.28% | 19.46% |
| 07/2026 | 0.19% | 19.69% |
| 08/2026 | 0.17% | 19.89% |
Calendar-year returns
20248.17%
202511.21%
— 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.