פוליסות חיסכון
הפניקס לבני 50 עד 60
Returns, performance and investment exposure
Fund / track number 9593 · Data as of 08/2026
Cumulative return · 12 months13.21%Back to comparison
Last month0.77%
Year to date6.18%
3 years44.10%
5 years49.03%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.50% | 1.50% |
| 10/2024 | 0.60% | 2.11% |
| 11/2024 | 2.20% | 4.36% |
| 12/2024 | 1.38% | 5.80% |
| 01/2025 | 1.27% | 7.14% |
| 02/2025 | 0.49% | 7.66% |
| 03/2025 | -1.23% | 6.34% |
| 04/2025 | 0.95% | 7.35% |
| 05/2025 | 2.05% | 9.55% |
| 06/2025 | 3.41% | 13.29% |
| 07/2025 | 1.11% | 14.54% |
| 08/2025 | 0.76% | 15.41% |
| 09/2025 | 2.05% | 17.78% |
| 10/2025 | 1.64% | 19.71% |
| 11/2025 | 1.24% | 21.20% |
| 12/2025 | 1.54% | 23.06% |
| 01/2026 | 2.13% | 25.68% |
| 02/2026 | 0.70% | 26.56% |
| 03/2026 | -2.51% | 23.39% |
| 04/2026 | 3.78% | 28.05% |
| 05/2026 | 1.74% | 30.28% |
| 06/2026 | -0.70% | 29.37% |
| 07/2026 | 0.23% | 29.66% |
| 08/2026 | 0.77% | 30.66% |
Calendar-year returns
202414.26%
202516.32%
— 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.