קרנות פנסיה
הפניקס פנסיה משלימה- שריעה
Returns, performance and investment exposure
Fund / track number 14082 · Data as of 08/2026
Cumulative return · 12 months12.40%Back to comparison
Last month1.76%
Year to date8.38%
3 years42.58%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.70% | 3.70% |
| 10/2024 | -1.14% | 2.52% |
| 11/2024 | 2.27% | 4.85% |
| 12/2024 | 0.05% | 4.90% |
| 01/2025 | -0.41% | 4.47% |
| 02/2025 | -2.45% | 1.91% |
| 03/2025 | -3.38% | -1.54% |
| 04/2025 | -1.95% | -3.46% |
| 05/2025 | 3.85% | 0.26% |
| 06/2025 | 1.45% | 1.71% |
| 07/2025 | 3.98% | 5.76% |
| 08/2025 | 0.04% | 5.80% |
| 09/2025 | 4.11% | 10.15% |
| 10/2025 | 1.97% | 12.32% |
| 11/2025 | 0.11% | 12.45% |
| 12/2025 | -2.41% | 9.74% |
| 01/2026 | -2.11% | 7.42% |
| 02/2026 | 0.11% | 7.54% |
| 03/2026 | -3.46% | 3.82% |
| 04/2026 | 3.19% | 7.13% |
| 05/2026 | 3.21% | 10.57% |
| 06/2026 | 4.22% | 15.24% |
| 07/2026 | 1.42% | 16.87% |
| 08/2026 | 1.76% | 18.93% |
Calendar-year returns
202424.98%
20254.61%
Investment exposure
- Equity exposure
- 89.80%
- Overseas exposure
- 96.28%
- Foreign currency exposure
- 96.28%
— 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.