קרנות פנסיה
הפניקס פנסיה כללית - מסלול מקבלי קצבה קיימים
Returns, performance and investment exposure
Fund / track number 2202 · Data as of 08/2026
Cumulative return · 12 months3.51%Back to comparison
Last month0.21%
Year to date1.36%
3 years7.44%
5 years1.92%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | -0.05% | -0.05% |
| 10/2024 | 0.17% | 0.12% |
| 11/2024 | 1.72% | 1.84% |
| 12/2024 | 0.59% | 2.44% |
| 01/2025 | -0.19% | 2.25% |
| 02/2025 | 0.74% | 3.00% |
| 03/2025 | -1.43% | 1.53% |
| 04/2025 | 1.05% | 2.60% |
| 05/2025 | -0.86% | 1.72% |
| 06/2025 | 2.80% | 4.56% |
| 07/2025 | -0.13% | 4.43% |
| 08/2025 | 0.65% | 5.11% |
| 09/2025 | 1.15% | 6.32% |
| 10/2025 | 1.22% | 7.61% |
| 11/2025 | 0.05% | 7.67% |
| 12/2025 | -0.31% | 7.33% |
| 01/2026 | 0.17% | 7.51% |
| 02/2026 | -0.53% | 6.94% |
| 03/2026 | -1.11% | 5.76% |
| 04/2026 | 0.92% | 6.73% |
| 05/2026 | 1.58% | 8.42% |
| 06/2026 | 0.25% | 8.69% |
| 07/2026 | -0.11% | 8.57% |
| 08/2026 | 0.21% | 8.80% |
Calendar-year returns
20242.33%
20254.77%
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.