קרנות פנסיה
הפניקס פנסיה משלימה - מסלול לבני 50 עד 60
Returns, performance and investment exposure
Fund / track number 7235 · Data as of 08/2026
Cumulative return · 12 months12.06%Back to comparison
Last month0.82%
Year to date5.95%
3 years41.71%
5 years40.16%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.54% | 1.54% |
| 10/2024 | 0.63% | 2.18% |
| 11/2024 | 2.62% | 4.86% |
| 12/2024 | 1.03% | 5.94% |
| 01/2025 | 1.30% | 7.31% |
| 02/2025 | 0.61% | 7.97% |
| 03/2025 | -1.73% | 6.10% |
| 04/2025 | 1.22% | 7.40% |
| 05/2025 | 2.00% | 9.54% |
| 06/2025 | 3.67% | 13.56% |
| 07/2025 | 1.04% | 14.74% |
| 08/2025 | 0.91% | 15.79% |
| 09/2025 | 2.05% | 18.16% |
| 10/2025 | 1.42% | 19.84% |
| 11/2025 | 1.12% | 21.18% |
| 12/2025 | 1.06% | 22.47% |
| 01/2026 | 2.25% | 25.22% |
| 02/2026 | 0.58% | 25.95% |
| 03/2026 | -2.93% | 22.26% |
| 04/2026 | 3.85% | 26.97% |
| 05/2026 | 1.87% | 29.34% |
| 06/2026 | -0.56% | 28.62% |
| 07/2026 | 0.06% | 28.69% |
| 08/2026 | 0.82% | 29.75% |
Calendar-year returns
202413.93%
202515.60%
Investment exposure
- Equity exposure
- 47.14%
- Overseas exposure
- 47.76%
- Foreign currency exposure
- 19.72%
— 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.