קרנות פנסיה
הפניקס פנסיה מקיפה - מסלול לבני 50 ומטה
Returns, performance and investment exposure
Fund / track number 9974 · Data as of 08/2026
Cumulative return · 12 months14.81%Back to comparison
Last month1.23%
Year to date7.48%
3 years50.92%
5 years65.37%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.89% | 1.89% |
| 10/2024 | 0.60% | 2.50% |
| 11/2024 | 2.60% | 5.17% |
| 12/2024 | 1.12% | 6.34% |
| 01/2025 | 1.41% | 7.84% |
| 02/2025 | 0.36% | 8.23% |
| 03/2025 | -1.58% | 6.52% |
| 04/2025 | 0.96% | 7.54% |
| 05/2025 | 3.03% | 10.80% |
| 06/2025 | 3.45% | 14.63% |
| 07/2025 | 1.43% | 16.26% |
| 08/2025 | 1.02% | 17.45% |
| 09/2025 | 2.31% | 20.16% |
| 10/2025 | 1.43% | 21.88% |
| 11/2025 | 1.46% | 23.66% |
| 12/2025 | 1.45% | 25.45% |
| 01/2026 | 2.48% | 28.57% |
| 02/2026 | 0.59% | 29.32% |
| 03/2026 | -2.40% | 26.22% |
| 04/2026 | 4.64% | 32.08% |
| 05/2026 | 2.05% | 34.79% |
| 06/2026 | -1.33% | 32.99% |
| 07/2026 | 0.16% | 33.21% |
| 08/2026 | 1.23% | 34.84% |
Calendar-year returns
202416.57%
202517.97%
Investment exposure
- Equity exposure
- 56.42%
- Overseas exposure
- 47.48%
- Foreign currency exposure
- 20.31%
— 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.