קרנות פנסיה
הפניקס פנסיה משלימה - מניות
Returns, performance and investment exposure
Fund / track number 8318 · Data as of 08/2026
Cumulative return · 12 months21.42%Back to comparison
Last month1.73%
Year to date10.38%
3 years76.07%
5 years76.40%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.31% | 2.31% |
| 10/2024 | 0.87% | 3.20% |
| 11/2024 | 4.36% | 7.70% |
| 12/2024 | 1.17% | 8.96% |
| 01/2025 | 2.50% | 11.68% |
| 02/2025 | 0.06% | 11.75% |
| 03/2025 | -3.83% | 7.47% |
| 04/2025 | 1.27% | 8.84% |
| 05/2025 | 5.01% | 14.29% |
| 06/2025 | 6.12% | 21.28% |
| 07/2025 | 1.92% | 23.61% |
| 08/2025 | 1.18% | 25.07% |
| 09/2025 | 3.56% | 29.52% |
| 10/2025 | 2.40% | 32.63% |
| 11/2025 | 1.68% | 34.86% |
| 12/2025 | 2.02% | 37.58% |
| 01/2026 | 4.48% | 43.75% |
| 02/2026 | 0.92% | 45.07% |
| 03/2026 | -4.99% | 37.83% |
| 04/2026 | 7.92% | 48.75% |
| 05/2026 | 2.86% | 53.00% |
| 06/2026 | -2.56% | 49.08% |
| 07/2026 | 0.13% | 49.28% |
| 08/2026 | 1.73% | 51.86% |
Calendar-year returns
202423.13%
202526.27%
Investment exposure
- Equity exposure
- 98.25%
- Overseas exposure
- 67.35%
- Foreign currency exposure
- 26.85%
— 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.