קרנות פנסיה
הפניקס פנסיה מקיפה - מסלול לבני 50 עד 60
Returns, performance and investment exposure
Fund / track number 9975 · Data as of 08/2026
Cumulative return · 12 months13.30%Back to comparison
Last month0.96%
Year to date7.04%
3 years46.49%
5 years58.53%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.76% | 1.76% |
| 10/2024 | 0.55% | 2.32% |
| 11/2024 | 2.30% | 4.67% |
| 12/2024 | 0.93% | 5.65% |
| 01/2025 | 1.23% | 6.95% |
| 02/2025 | 0.56% | 7.54% |
| 03/2025 | -1.23% | 6.22% |
| 04/2025 | 1.00% | 7.28% |
| 05/2025 | 2.56% | 10.03% |
| 06/2025 | 3.04% | 13.38% |
| 07/2025 | 1.26% | 14.80% |
| 08/2025 | 0.96% | 15.91% |
| 09/2025 | 2.07% | 18.31% |
| 10/2025 | 1.13% | 19.64% |
| 11/2025 | 1.41% | 21.33% |
| 12/2025 | 1.12% | 22.69% |
| 01/2026 | 2.22% | 25.41% |
| 02/2026 | 0.68% | 26.26% |
| 03/2026 | -2.22% | 23.46% |
| 04/2026 | 3.88% | 28.25% |
| 05/2026 | 1.87% | 30.65% |
| 06/2026 | -0.78% | 29.63% |
| 07/2026 | 0.34% | 30.07% |
| 08/2026 | 0.96% | 31.32% |
Calendar-year returns
202415.17%
202516.13%
Investment exposure
- Equity exposure
- 48.26%
- Overseas exposure
- 45.23%
- Foreign currency exposure
- 20.19%
— 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.