קרנות פנסיה
הפניקס פנסיה משלימה הלכה
Returns, performance and investment exposure
Fund / track number 15224 · Data as of 08/2026
Cumulative return · 12 months12.29%Back to comparison
Last month1.03%
Year to date6.52%
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 | 1.35% | 1.35% |
| 10/2024 | 0.93% | 2.29% |
| 11/2024 | 2.11% | 4.45% |
| 12/2024 | 0.70% | 5.18% |
| 01/2025 | 1.55% | 6.81% |
| 02/2025 | 0.47% | 7.31% |
| 03/2025 | -1.96% | 5.21% |
| 04/2025 | 1.04% | 6.31% |
| 05/2025 | 2.28% | 8.73% |
| 06/2025 | 3.38% | 12.40% |
| 07/2025 | 1.12% | 13.66% |
| 08/2025 | 0.91% | 14.70% |
| 09/2025 | 2.11% | 17.12% |
| 10/2025 | 1.57% | 18.96% |
| 11/2025 | 0.78% | 19.88% |
| 12/2025 | 0.85% | 20.90% |
| 01/2026 | 2.17% | 23.53% |
| 02/2026 | 0.57% | 24.23% |
| 03/2026 | -3.14% | 20.33% |
| 04/2026 | 4.24% | 25.43% |
| 05/2026 | 2.12% | 28.09% |
| 06/2026 | -0.39% | 27.59% |
| 07/2026 | -0.09% | 27.48% |
| 08/2026 | 1.03% | 28.79% |
Calendar-year returns
2024—
202514.95%
Investment exposure
- Equity exposure
- 48.25%
- Overseas exposure
- 50.51%
- Foreign currency exposure
- 19.20%
— 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.