פוליסות חיסכון
הפניקס אקסלנס כספי שקלי
Returns, performance and investment exposure
Fund / track number 9603 · Data as of 08/2026
Cumulative return · 12 months4.10%Back to comparison
Last month0.27%
Year to date2.65%
3 years13.22%
5 years15.78%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.31% | 0.31% |
| 10/2024 | 0.35% | 0.66% |
| 11/2024 | 0.30% | 0.96% |
| 12/2024 | 0.41% | 1.38% |
| 01/2025 | 0.37% | 1.75% |
| 02/2025 | 0.29% | 2.05% |
| 03/2025 | 0.36% | 2.41% |
| 04/2025 | 0.38% | 2.80% |
| 05/2025 | 0.30% | 3.11% |
| 06/2025 | 0.38% | 3.50% |
| 07/2025 | 0.35% | 3.87% |
| 08/2025 | 0.35% | 4.23% |
| 09/2025 | 0.36% | 4.61% |
| 10/2025 | 0.37% | 4.99% |
| 11/2025 | 0.32% | 5.33% |
| 12/2025 | 0.36% | 5.71% |
| 01/2026 | 0.45% | 6.18% |
| 02/2026 | 0.33% | 6.53% |
| 03/2026 | 0.15% | 6.69% |
| 04/2026 | 0.34% | 7.06% |
| 05/2026 | 0.39% | 7.47% |
| 06/2026 | 0.42% | 7.92% |
| 07/2026 | 0.27% | 8.22% |
| 08/2026 | 0.27% | 8.51% |
Calendar-year returns
20244.18%
20254.27%
— 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.