קרנות פנסיה
הפניקס פנסיה מקיפה אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 2188 · Data as of 08/2026
Cumulative return · 12 months5.16%Back to comparison
Last month0.29%
Year to date3.29%
3 years20.56%
5 years27.19%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.98% | 0.98% |
| 10/2024 | 0.28% | 1.26% |
| 11/2024 | 1.00% | 2.28% |
| 12/2024 | 0.44% | 2.73% |
| 01/2025 | 0.37% | 3.11% |
| 02/2025 | 0.80% | 3.93% |
| 03/2025 | 0.02% | 3.95% |
| 04/2025 | 0.65% | 4.63% |
| 05/2025 | 0.58% | 5.23% |
| 06/2025 | 0.90% | 6.18% |
| 07/2025 | 0.59% | 6.81% |
| 08/2025 | 0.70% | 7.55% |
| 09/2025 | 0.81% | 8.43% |
| 10/2025 | 0.36% | 8.82% |
| 11/2025 | 0.53% | 9.39% |
| 12/2025 | 0.10% | 9.50% |
| 01/2026 | 0.39% | 9.93% |
| 02/2026 | 0.16% | 10.11% |
| 03/2026 | -0.38% | 9.69% |
| 04/2026 | 0.78% | 10.54% |
| 05/2026 | 1.07% | 11.73% |
| 06/2026 | 0.64% | 12.44% |
| 07/2026 | 0.30% | 12.78% |
| 08/2026 | 0.29% | 13.10% |
Calendar-year returns
20247.34%
20256.60%
Investment exposure
- Equity exposure
- 2.46%
- Overseas exposure
- 19.62%
- Foreign currency exposure
- 8.05%
— 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.