קרנות פנסיה
הפניקס פנסיה מקיפה עוקב מדד S1;P500
Returns, performance and investment exposure
Fund / track number 13335 · Data as of 08/2026
Cumulative return · 12 months7.36%Back to comparison
Last month0.70%
Year to date5.35%
3 years34.25%
5 years63.61%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.97% | 2.97% |
| 10/2024 | -0.38% | 2.58% |
| 11/2024 | 2.88% | 5.53% |
| 12/2024 | -1.61% | 3.83% |
| 01/2025 | 0.69% | 4.55% |
| 02/2025 | -0.80% | 3.71% |
| 03/2025 | -1.62% | 2.03% |
| 04/2025 | -1.71% | 0.29% |
| 05/2025 | 2.59% | 2.89% |
| 06/2025 | 0.57% | 3.47% |
| 07/2025 | 2.29% | 5.84% |
| 08/2025 | 0.34% | 6.20% |
| 09/2025 | 2.26% | 8.60% |
| 10/2025 | 0.35% | 8.98% |
| 11/2025 | 0.78% | 9.83% |
| 12/2025 | -1.46% | 8.23% |
| 01/2026 | -1.18% | 6.95% |
| 02/2026 | 0.13% | 7.09% |
| 03/2026 | -2.79% | 4.10% |
| 04/2026 | 2.59% | 6.80% |
| 05/2026 | 0.70% | 7.55% |
| 06/2026 | 3.37% | 11.17% |
| 07/2026 | 1.85% | 13.23% |
| 08/2026 | 0.70% | 14.02% |
Calendar-year returns
202420.28%
20254.23%
Investment exposure
- Equity exposure
- 72.75%
- Overseas exposure
- 83.15%
- Foreign currency exposure
- 72.52%
— 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.