קרנות פנסיה
הפניקס פנסיה משלימה - מסלול לבני 60 ומעלה
Returns, performance and investment exposure
Fund / track number 7236 · Data as of 08/2026
Cumulative return · 12 months7.88%Back to comparison
Last month0.56%
Year to date3.82%
3 years28.41%
5 years26.40%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.61% | 1.61% |
| 10/2024 | 0.44% | 2.06% |
| 11/2024 | 2.02% | 4.12% |
| 12/2024 | 0.67% | 4.82% |
| 01/2025 | 0.35% | 5.18% |
| 02/2025 | 0.73% | 5.95% |
| 03/2025 | -1.17% | 4.71% |
| 04/2025 | 1.03% | 5.79% |
| 05/2025 | 1.04% | 6.89% |
| 06/2025 | 2.79% | 9.87% |
| 07/2025 | 0.80% | 10.75% |
| 08/2025 | 0.76% | 11.59% |
| 09/2025 | 1.52% | 13.29% |
| 10/2025 | 1.04% | 14.47% |
| 11/2025 | 0.79% | 15.37% |
| 12/2025 | 0.51% | 15.96% |
| 01/2026 | 1.25% | 17.41% |
| 02/2026 | 0.48% | 17.97% |
| 03/2026 | -2.16% | 15.42% |
| 04/2026 | 2.30% | 18.08% |
| 05/2026 | 1.47% | 19.82% |
| 06/2026 | 0.01% | 19.83% |
| 07/2026 | -0.09% | 19.72% |
| 08/2026 | 0.56% | 20.39% |
Calendar-year returns
202410.43%
202510.63%
Investment exposure
- Equity exposure
- 29.29%
- Overseas exposure
- 44.81%
- Foreign currency exposure
- 14.87%
— 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.