קרנות פנסיה
הפניקס פנסיה משלימה עוקב מדדי מניות
Returns, performance and investment exposure
Fund / track number 15223 · Data as of 08/2026
Cumulative return · 12 months8.31%Back to comparison
Last month1.34%
Year to date5.10%
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 | 3.59% | 3.59% |
| 10/2024 | -0.34% | 3.24% |
| 11/2024 | 3.24% | 6.58% |
| 12/2024 | 0.32% | 6.92% |
| 01/2025 | 0.14% | 7.07% |
| 02/2025 | -2.99% | 3.87% |
| 03/2025 | -3.91% | -0.19% |
| 04/2025 | -1.59% | -1.78% |
| 05/2025 | 4.68% | 2.82% |
| 06/2025 | 1.43% | 4.29% |
| 07/2025 | 3.39% | 7.83% |
| 08/2025 | -0.26% | 7.55% |
| 09/2025 | 3.51% | 11.32% |
| 10/2025 | 2.05% | 13.60% |
| 11/2025 | -0.37% | 13.18% |
| 12/2025 | -2.08% | 10.83% |
| 01/2026 | -2.11% | 8.49% |
| 02/2026 | -1.27% | 7.11% |
| 03/2026 | -4.03% | 2.80% |
| 04/2026 | 5.98% | 8.94% |
| 05/2026 | 2.81% | 12.00% |
| 06/2026 | 4.07% | 16.56% |
| 07/2026 | -1.39% | 14.94% |
| 08/2026 | 1.34% | 16.48% |
Calendar-year returns
2024—
20253.65%
Investment exposure
- Equity exposure
- 98.47%
- Overseas exposure
- 98.56%
- Foreign currency exposure
- 96.82%
— 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.