קרנות פנסיה
הפניקס פנסיה מקיפה עוקב מדדי מניות
Returns, performance and investment exposure
Fund / track number 15219 · Data as of 08/2026
Cumulative return · 12 months7.94%Back to comparison
Last month1.20%
Year to date5.05%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.11% | 3.11% |
| 10/2024 | -0.57% | 2.52% |
| 11/2024 | 2.53% | 5.12% |
| 12/2024 | 0.10% | 5.22% |
| 01/2025 | -0.01% | 5.21% |
| 02/2025 | -2.05% | 3.05% |
| 03/2025 | -2.78% | 0.19% |
| 04/2025 | -0.94% | -0.75% |
| 05/2025 | 3.92% | 3.14% |
| 06/2025 | 1.10% | 4.27% |
| 07/2025 | 2.69% | 7.08% |
| 08/2025 | 0.01% | 7.09% |
| 09/2025 | 2.90% | 10.19% |
| 10/2025 | 1.47% | 11.81% |
| 11/2025 | -0.05% | 11.76% |
| 12/2025 | -1.54% | 10.04% |
| 01/2026 | -1.45% | 8.44% |
| 02/2026 | -0.91% | 7.45% |
| 03/2026 | -2.80% | 4.45% |
| 04/2026 | 4.55% | 9.20% |
| 05/2026 | 2.49% | 11.92% |
| 06/2026 | 3.04% | 15.32% |
| 07/2026 | -0.95% | 14.22% |
| 08/2026 | 1.20% | 15.59% |
Calendar-year returns
2024—
20254.58%
Investment exposure
- Equity exposure
- 73.34%
- Overseas exposure
- 73.41%
- Foreign currency exposure
- 71.43%
— 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.
Free initial review
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.