פוליסות חיסכון
הפניקס לבני 60 ומעלה
Returns, performance and investment exposure
Fund / track number 9594 · Data as of 08/2026
Cumulative return · 12 months9.58%Back to comparison
Last month0.59%
Year to date4.64%
3 years31.50%
5 years34.34%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.09% | 1.09% |
| 10/2024 | 0.48% | 1.58% |
| 11/2024 | 1.75% | 3.35% |
| 12/2024 | 1.11% | 4.50% |
| 01/2025 | 0.85% | 5.39% |
| 02/2025 | 0.61% | 6.03% |
| 03/2025 | -0.72% | 5.27% |
| 04/2025 | 0.96% | 6.28% |
| 05/2025 | 1.03% | 7.37% |
| 06/2025 | 2.52% | 10.08% |
| 07/2025 | 0.76% | 10.92% |
| 08/2025 | 0.81% | 11.81% |
| 09/2025 | 1.49% | 13.48% |
| 10/2025 | 1.31% | 14.97% |
| 11/2025 | 0.86% | 15.96% |
| 12/2025 | 0.98% | 17.09% |
| 01/2026 | 1.31% | 18.63% |
| 02/2026 | 0.49% | 19.21% |
| 03/2026 | -1.86% | 16.99% |
| 04/2026 | 2.48% | 19.89% |
| 05/2026 | 1.52% | 21.71% |
| 06/2026 | 0.04% | 21.76% |
| 07/2026 | 0.04% | 21.81% |
| 08/2026 | 0.59% | 22.53% |
Calendar-year returns
202410.38%
202512.05%
— 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.