קרנות פנסיה
הפניקס פנסיה מקיפה - מסלול בסיסי למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 12119 · Data as of 08/2026
Cumulative return · 12 months8.16%Back to comparison
Last month0.67%
Year to date4.93%
3 years31.07%
5 years46.79%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.39% | 1.39% |
| 10/2024 | 0.40% | 1.80% |
| 11/2024 | 1.42% | 3.24% |
| 12/2024 | 0.51% | 3.77% |
| 01/2025 | 0.51% | 4.30% |
| 02/2025 | 0.82% | 5.15% |
| 03/2025 | -0.17% | 4.97% |
| 04/2025 | 0.99% | 6.01% |
| 05/2025 | 1.60% | 7.71% |
| 06/2025 | 1.30% | 9.11% |
| 07/2025 | 0.82% | 10.00% |
| 08/2025 | 0.88% | 10.97% |
| 09/2025 | 1.33% | 12.45% |
| 10/2025 | 0.34% | 12.83% |
| 11/2025 | 1.04% | 14.00% |
| 12/2025 | 0.34% | 14.39% |
| 01/2026 | 0.32% | 14.76% |
| 02/2026 | 0.97% | 15.87% |
| 03/2026 | -0.48% | 15.31% |
| 04/2026 | 1.52% | 17.07% |
| 05/2026 | 1.50% | 18.82% |
| 06/2026 | 0.03% | 18.86% |
| 07/2026 | 0.31% | 19.23% |
| 08/2026 | 0.67% | 20.03% |
Calendar-year returns
202410.79%
202510.24%
Investment exposure
- Equity exposure
- 15.43%
- Overseas exposure
- 20.44%
- Foreign currency exposure
- 8.26%
— 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.