קרנות פנסיה
הפניקס פנסיה משלימה עוקב מדדים גמיש
Returns, performance and investment exposure
Fund / track number 14287 · Data as of 08/2026
Cumulative return · 12 months0.07%Back to comparison
Last month-0.40%
Year to date0.03%
3 years7.51%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.61% | 2.61% |
| 10/2024 | -1.69% | 0.88% |
| 11/2024 | 0.00% | 0.88% |
| 12/2024 | -1.20% | -0.33% |
| 01/2025 | 0.01% | -0.32% |
| 02/2025 | 0.77% | 0.44% |
| 03/2025 | 1.64% | 2.09% |
| 04/2025 | -1.47% | 0.59% |
| 05/2025 | -0.42% | 0.17% |
| 06/2025 | -1.21% | -1.05% |
| 07/2025 | 1.12% | 0.06% |
| 08/2025 | -0.09% | -0.03% |
| 09/2025 | 1.27% | 1.24% |
| 10/2025 | -0.42% | 0.82% |
| 11/2025 | 0.79% | 1.61% |
| 12/2025 | -1.57% | 0.02% |
| 01/2026 | -1.65% | -1.63% |
| 02/2026 | 1.74% | 0.08% |
| 03/2026 | -2.65% | -2.57% |
| 04/2026 | -1.68% | -4.21% |
| 05/2026 | -1.86% | -5.99% |
| 06/2026 | 5.33% | -0.98% |
| 07/2026 | 1.44% | 0.45% |
| 08/2026 | -0.40% | 0.04% |
Calendar-year returns
20244.96%
20250.35%
Investment exposure
- Equity exposure
- 44.67%
- Overseas exposure
- 99.29%
- Foreign currency exposure
- 93.07%
— 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.