קרנות פנסיה
הפניקס פנסיה מקיפה עוקב מדדים גמיש
Returns, performance and investment exposure
Fund / track number 14286 · Data as of 08/2026
Cumulative return · 12 months6.03%Back to comparison
Last month0.51%
Year to date4.29%
3 years21.99%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.92% | 2.92% |
| 10/2024 | -1.31% | 1.57% |
| 11/2024 | 0.74% | 2.32% |
| 12/2024 | -0.88% | 1.42% |
| 01/2025 | 0.50% | 1.93% |
| 02/2025 | 0.29% | 2.23% |
| 03/2025 | 0.49% | 2.73% |
| 04/2025 | -0.77% | 1.94% |
| 05/2025 | 1.28% | 3.24% |
| 06/2025 | -0.19% | 3.04% |
| 07/2025 | 1.39% | 4.48% |
| 08/2025 | 0.29% | 4.78% |
| 09/2025 | 1.82% | 6.69% |
| 10/2025 | 0.06% | 6.75% |
| 11/2025 | 0.62% | 7.41% |
| 12/2025 | -0.82% | 6.53% |
| 01/2026 | -0.45% | 6.05% |
| 02/2026 | 1.08% | 7.20% |
| 03/2026 | -3.03% | 3.95% |
| 04/2026 | 1.34% | 5.34% |
| 05/2026 | 0.33% | 5.69% |
| 06/2026 | 3.55% | 9.44% |
| 07/2026 | 1.00% | 10.54% |
| 08/2026 | 0.51% | 11.10% |
Calendar-year returns
20248.72%
20255.04%
Investment exposure
- Equity exposure
- 50.68%
- Overseas exposure
- 73.47%
- Foreign currency exposure
- 65.18%
— 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.