קרנות פנסיה
הפניקס פנסיה מקיפה - מניות
Returns, performance and investment exposure
Fund / track number 2187 · Data as of 08/2026
Cumulative return · 12 months17.47%Back to comparison
Last month1.44%
Year to date8.99%
3 years60.61%
5 years68.95%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.05% | 2.05% |
| 10/2024 | 0.57% | 2.63% |
| 11/2024 | 3.34% | 6.06% |
| 12/2024 | 0.73% | 6.83% |
| 01/2025 | 1.98% | 8.95% |
| 02/2025 | 0.22% | 9.19% |
| 03/2025 | -2.72% | 6.22% |
| 04/2025 | 1.21% | 7.50% |
| 05/2025 | 4.06% | 11.87% |
| 06/2025 | 4.48% | 16.88% |
| 07/2025 | 1.59% | 18.74% |
| 08/2025 | 1.14% | 20.09% |
| 09/2025 | 2.87% | 23.54% |
| 10/2025 | 1.74% | 25.69% |
| 11/2025 | 1.46% | 27.52% |
| 12/2025 | 1.50% | 29.44% |
| 01/2026 | 3.38% | 33.81% |
| 02/2026 | 0.70% | 34.75% |
| 03/2026 | -3.51% | 30.02% |
| 04/2026 | 6.11% | 37.96% |
| 05/2026 | 2.57% | 41.51% |
| 06/2026 | -1.87% | 38.86% |
| 07/2026 | 0.15% | 39.07% |
| 08/2026 | 1.44% | 41.07% |
Calendar-year returns
202418.79%
202521.16%
Investment exposure
- Equity exposure
- 71.92%
- Overseas exposure
- 49.03%
- Foreign currency exposure
- 17.72%
— 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.