קרנות פנסיה
הפניקס פנסיה מקיפה -כספי (שקלי)
Returns, performance and investment exposure
Fund / track number 2189 · Data as of 08/2026
Cumulative return · 12 months4.93%Back to comparison
Last month0.40%
Year to date3.33%
3 years16.70%
5 years24.96%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.61% | 0.61% |
| 10/2024 | 0.36% | 0.97% |
| 11/2024 | 0.51% | 1.49% |
| 12/2024 | 0.32% | 1.81% |
| 01/2025 | 0.32% | 2.14% |
| 02/2025 | 0.48% | 2.63% |
| 03/2025 | 0.28% | 2.92% |
| 04/2025 | 0.57% | 3.50% |
| 05/2025 | 0.61% | 4.13% |
| 06/2025 | 0.40% | 4.55% |
| 07/2025 | 0.43% | 5.00% |
| 08/2025 | 0.54% | 5.57% |
| 09/2025 | 0.56% | 6.16% |
| 10/2025 | 0.27% | 6.44% |
| 11/2025 | 0.46% | 6.93% |
| 12/2025 | 0.25% | 7.20% |
| 01/2026 | 0.43% | 7.66% |
| 02/2026 | 0.25% | 7.93% |
| 03/2026 | 0.22% | 8.17% |
| 04/2026 | 0.54% | 8.75% |
| 05/2026 | 0.73% | 9.55% |
| 06/2026 | 0.41% | 10.00% |
| 07/2026 | 0.30% | 10.33% |
| 08/2026 | 0.40% | 10.77% |
Calendar-year returns
20245.63%
20255.29%
Investment exposure
- Equity exposure
- 0.00%
- Overseas exposure
- 0.00%
- Foreign currency exposure
- 0.00%
— 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.