קרנות פנסיה
הפניקס פנסיה משלימה עוקב מדד S1;P500
Returns, performance and investment exposure
Fund / track number 13465 · Data as of 08/2026
Cumulative return · 12 months7.72%Back to comparison
Last month0.72%
Year to date5.70%
3 years38.32%
5 years69.12%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.80% | 3.80% |
| 10/2024 | -0.57% | 3.21% |
| 11/2024 | 3.68% | 7.01% |
| 12/2024 | -2.20% | 4.65% |
| 01/2025 | 0.70% | 5.38% |
| 02/2025 | -1.42% | 3.89% |
| 03/2025 | -2.38% | 1.42% |
| 04/2025 | -2.67% | -1.29% |
| 05/2025 | 3.01% | 1.68% |
| 06/2025 | 0.74% | 2.43% |
| 07/2025 | 2.86% | 5.36% |
| 08/2025 | 0.17% | 5.54% |
| 09/2025 | 2.68% | 8.37% |
| 10/2025 | 0.53% | 8.94% |
| 11/2025 | 0.72% | 9.73% |
| 12/2025 | -1.97% | 7.57% |
| 01/2026 | -1.77% | 5.66% |
| 02/2026 | 0.13% | 5.80% |
| 03/2026 | -4.01% | 1.56% |
| 04/2026 | 3.27% | 4.88% |
| 05/2026 | 0.37% | 5.27% |
| 06/2026 | 4.71% | 10.22% |
| 07/2026 | 2.41% | 12.88% |
| 08/2026 | 0.72% | 13.69% |
Calendar-year returns
202425.20%
20252.78%
Investment exposure
- Equity exposure
- 98.88%
- Overseas exposure
- 113.01%
- Foreign currency exposure
- 98.56%
— 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.