פוליסות חיסכון
הפניקס אקסלנס מסלול הלכה
Returns, performance and investment exposure
Fund / track number 9602 · Data as of 08/2026
Cumulative return · 12 months11.00%Back to comparison
Last month0.28%
Year to date5.51%
3 years35.00%
5 years35.70%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.21% | 1.21% |
| 10/2024 | 0.61% | 1.83% |
| 11/2024 | 2.10% | 3.97% |
| 12/2024 | 0.66% | 4.65% |
| 01/2025 | 1.13% | 5.83% |
| 02/2025 | 0.47% | 6.33% |
| 03/2025 | -1.59% | 4.64% |
| 04/2025 | 0.72% | 5.39% |
| 05/2025 | 1.97% | 7.47% |
| 06/2025 | 2.89% | 10.58% |
| 07/2025 | 1.27% | 11.98% |
| 08/2025 | 0.57% | 12.62% |
| 09/2025 | 1.86% | 14.71% |
| 10/2025 | 1.32% | 16.23% |
| 11/2025 | 1.07% | 17.47% |
| 12/2025 | 0.85% | 18.47% |
| 01/2026 | 1.90% | 20.72% |
| 02/2026 | 0.56% | 21.40% |
| 03/2026 | -1.91% | 19.08% |
| 04/2026 | 2.96% | 22.60% |
| 05/2026 | 1.38% | 24.30% |
| 06/2026 | -0.27% | 23.96% |
| 07/2026 | 0.56% | 24.65% |
| 08/2026 | 0.28% | 25.00% |
Calendar-year returns
202411.59%
202513.20%
— 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.