קרנות פנסיה
הפניקס פנסיה משלימה עוקב מדדי אג"ח
Returns, performance and investment exposure
Fund / track number 15222 · Data as of 08/2026
Cumulative return · 12 months-6.91%Back to comparison
Last month-1.43%
Year to date-5.15%
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 | 2.90% | 2.90% |
| 10/2024 | -1.70% | 1.15% |
| 11/2024 | -0.79% | 0.35% |
| 12/2024 | -0.86% | -0.51% |
| 01/2025 | -0.60% | -1.11% |
| 02/2025 | 1.57% | 0.44% |
| 03/2025 | 3.16% | 3.62% |
| 04/2025 | -1.80% | 1.75% |
| 05/2025 | -1.92% | -0.20% |
| 06/2025 | -2.47% | -2.67% |
| 07/2025 | 0.82% | -1.87% |
| 08/2025 | -0.53% | -2.39% |
| 09/2025 | 0.16% | -2.23% |
| 10/2025 | -1.68% | -3.87% |
| 11/2025 | 1.15% | -2.77% |
| 12/2025 | -1.48% | -4.21% |
| 01/2026 | -2.75% | -6.84% |
| 02/2026 | 1.48% | -5.46% |
| 03/2026 | -0.59% | -6.02% |
| 04/2026 | -5.11% | -10.82% |
| 05/2026 | -4.18% | -14.55% |
| 06/2026 | 5.95% | -9.47% |
| 07/2026 | 1.82% | -7.82% |
| 08/2026 | -1.43% | -9.14% |
Calendar-year returns
2024—
2025-3.72%
Investment exposure
- Equity exposure
- 0.00%
- Overseas exposure
- 100.00%
- Foreign currency exposure
- 96.83%
— 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.