קרנות פנסיה
הפניקס פנסיה משלימה - כספי (שקלי)
Returns, performance and investment exposure
Fund / track number 8320 · Data as of 08/2026
Cumulative return · 12 months4.27%Back to comparison
Last month0.28%
Year to date2.76%
3 years13.72%
5 years16.68%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.33% | 0.33% |
| 10/2024 | 0.41% | 0.74% |
| 11/2024 | 0.36% | 1.10% |
| 12/2024 | 0.43% | 1.54% |
| 01/2025 | 0.40% | 1.94% |
| 02/2025 | 0.30% | 2.25% |
| 03/2025 | 0.24% | 2.50% |
| 04/2025 | 0.46% | 2.97% |
| 05/2025 | 0.28% | 3.26% |
| 06/2025 | 0.50% | 3.77% |
| 07/2025 | 0.32% | 4.10% |
| 08/2025 | 0.44% | 4.56% |
| 09/2025 | 0.33% | 4.91% |
| 10/2025 | 0.44% | 5.37% |
| 11/2025 | 0.31% | 5.70% |
| 12/2025 | 0.38% | 6.10% |
| 01/2026 | 0.45% | 6.57% |
| 02/2026 | 0.27% | 6.86% |
| 03/2026 | 0.09% | 6.96% |
| 04/2026 | 0.45% | 7.44% |
| 05/2026 | 0.42% | 7.89% |
| 06/2026 | 0.51% | 8.44% |
| 07/2026 | 0.26% | 8.72% |
| 08/2026 | 0.28% | 9.03% |
Calendar-year returns
20244.51%
20254.49%
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.
Free initial review
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.