פוליסות חיסכון
הפניקס-אקסלנס אינווסט מסלול כללי
Returns, performance and investment exposure
Fund / track number 9600 · Data as of 08/2026
Cumulative return · 12 months10.89%Back to comparison
Last month0.19%
Year to date5.36%
3 years41.19%
5 years41.95%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.38% | 1.38% |
| 10/2024 | 0.69% | 2.08% |
| 11/2024 | 2.56% | 4.69% |
| 12/2024 | 0.88% | 5.61% |
| 01/2025 | 1.37% | 7.06% |
| 02/2025 | 0.54% | 7.64% |
| 03/2025 | -2.28% | 5.18% |
| 04/2025 | 1.18% | 6.43% |
| 05/2025 | 2.55% | 9.14% |
| 06/2025 | 3.72% | 13.20% |
| 07/2025 | 0.74% | 14.04% |
| 08/2025 | 0.92% | 15.09% |
| 09/2025 | 2.11% | 17.52% |
| 10/2025 | 1.28% | 19.02% |
| 11/2025 | 1.07% | 20.29% |
| 12/2025 | 0.70% | 21.13% |
| 01/2026 | 2.35% | 23.98% |
| 02/2026 | 0.11% | 24.12% |
| 03/2026 | -2.23% | 21.35% |
| 04/2026 | 3.44% | 25.52% |
| 05/2026 | 1.21% | 27.04% |
| 06/2026 | -0.59% | 26.29% |
| 07/2026 | 0.86% | 27.38% |
| 08/2026 | 0.19% | 27.62% |
Calendar-year returns
202414.20%
202514.70%
— 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.