קרנות פנסיה
הפניקס פנסיה מקיפה - מסלול מקבלי קצבה קיימים
Returns, performance and investment exposure
Fund / track number 2201 · Data as of 08/2026
Cumulative return · 12 months5.17%Back to comparison
Last month0.46%
Year to date3.11%
3 years16.89%
5 years26.85%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.66% | 0.66% |
| 10/2024 | 0.32% | 0.98% |
| 11/2024 | 1.36% | 2.36% |
| 12/2024 | 0.27% | 2.63% |
| 01/2025 | -0.07% | 2.56% |
| 02/2025 | 0.92% | 3.50% |
| 03/2025 | -0.51% | 2.98% |
| 04/2025 | 1.09% | 4.10% |
| 05/2025 | 0.35% | 4.46% |
| 06/2025 | 1.45% | 5.98% |
| 07/2025 | 0.33% | 6.33% |
| 08/2025 | 0.72% | 7.09% |
| 09/2025 | 1.13% | 8.30% |
| 10/2025 | 0.50% | 8.84% |
| 11/2025 | 0.57% | 9.46% |
| 12/2025 | -0.21% | 9.23% |
| 01/2026 | 0.25% | 9.51% |
| 02/2026 | -0.22% | 9.27% |
| 03/2026 | -0.15% | 9.10% |
| 04/2026 | 0.78% | 9.95% |
| 05/2026 | 1.71% | 11.83% |
| 06/2026 | 0.12% | 11.97% |
| 07/2026 | 0.13% | 12.11% |
| 08/2026 | 0.46% | 12.63% |
Calendar-year returns
20245.90%
20256.43%
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.