קרנות פנסיה
הפניקס פנסיה משלימה - מסלול בסיסי למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 12120 · Data as of 08/2026
Cumulative return · 12 months6.13%Back to comparison
Last month0.30%
Year to date2.21%
3 years22.46%
5 years20.94%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.90% | 0.90% |
| 10/2024 | 0.38% | 1.28% |
| 11/2024 | 1.76% | 3.07% |
| 12/2024 | 0.58% | 3.66% |
| 01/2025 | 0.72% | 4.41% |
| 02/2025 | 0.76% | 5.20% |
| 03/2025 | -0.86% | 4.30% |
| 04/2025 | 0.90% | 5.24% |
| 05/2025 | 0.59% | 5.86% |
| 06/2025 | 2.25% | 8.24% |
| 07/2025 | 0.60% | 8.89% |
| 08/2025 | 0.10% | 9.00% |
| 09/2025 | 1.90% | 11.07% |
| 10/2025 | 0.94% | 12.11% |
| 11/2025 | 0.63% | 12.82% |
| 12/2025 | 0.32% | 13.18% |
| 01/2026 | 0.96% | 14.27% |
| 02/2026 | 0.38% | 14.70% |
| 03/2026 | -1.71% | 12.74% |
| 04/2026 | 1.72% | 14.68% |
| 05/2026 | 1.36% | 16.24% |
| 06/2026 | 0.48% | 16.80% |
| 07/2026 | -1.25% | 15.34% |
| 08/2026 | 0.30% | 15.68% |
Calendar-year returns
20248.63%
20259.18%
Investment exposure
- Equity exposure
- 16.63%
- Overseas exposure
- 37.62%
- Foreign currency exposure
- 13.15%
— 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.
Guides to understanding the data
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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.