קרנות פנסיה
הפניקס פנסיה משלימה מניות סחיר
Returns, performance and investment exposure
Fund / track number 15221 · Data as of 08/2026
Cumulative return · 12 months25.77%Back to comparison
Last month-0.32%
Year to date8.49%
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 | 2.35% | 2.35% |
| 10/2024 | 4.59% | 7.05% |
| 11/2024 | 5.25% | 12.67% |
| 12/2024 | 5.13% | 18.45% |
| 01/2025 | 3.04% | 22.05% |
| 02/2025 | 1.45% | 23.82% |
| 03/2025 | -3.88% | 19.01% |
| 04/2025 | 4.38% | 24.23% |
| 05/2025 | 5.64% | 31.23% |
| 06/2025 | 10.01% | 44.37% |
| 07/2025 | 1.89% | 47.10% |
| 08/2025 | 1.32% | 49.04% |
| 09/2025 | 3.81% | 54.72% |
| 10/2025 | 3.07% | 59.47% |
| 11/2025 | 3.63% | 65.26% |
| 12/2025 | 4.55% | 72.78% |
| 01/2026 | 7.75% | 86.17% |
| 02/2026 | 0.61% | 87.30% |
| 03/2026 | -2.83% | 82.00% |
| 04/2026 | 8.09% | 96.73% |
| 05/2026 | 1.56% | 99.79% |
| 06/2026 | -7.56% | 84.69% |
| 07/2026 | 1.82% | 88.05% |
| 08/2026 | -0.32% | 87.45% |
Calendar-year returns
2024—
202545.87%
Investment exposure
- Equity exposure
- 98.36%
- Overseas exposure
- 17.11%
- Foreign currency exposure
- 20.15%
— 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.