קרנות פנסיה
הפניקס פנסיה מקיפה - מסלול לבני 60 ומעלה
Returns, performance and investment exposure
Fund / track number 9976 · Data as of 08/2026
Cumulative return · 12 months9.42%Back to comparison
Last month0.71%
Year to date5.31%
3 years33.39%
5 years41.88%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.33% | 1.33% |
| 10/2024 | 0.39% | 1.73% |
| 11/2024 | 1.72% | 3.47% |
| 12/2024 | 0.63% | 4.13% |
| 01/2025 | 0.78% | 4.94% |
| 02/2025 | 0.75% | 5.73% |
| 03/2025 | -0.65% | 5.04% |
| 04/2025 | 0.95% | 6.04% |
| 05/2025 | 1.48% | 7.61% |
| 06/2025 | 2.15% | 9.92% |
| 07/2025 | 0.92% | 10.93% |
| 08/2025 | 0.89% | 11.92% |
| 09/2025 | 1.46% | 13.55% |
| 10/2025 | 0.74% | 14.39% |
| 11/2025 | 1.02% | 15.56% |
| 12/2025 | 0.62% | 16.28% |
| 01/2026 | 1.29% | 17.78% |
| 02/2026 | 0.49% | 18.35% |
| 03/2026 | -1.61% | 16.45% |
| 04/2026 | 2.56% | 19.43% |
| 05/2026 | 1.69% | 21.45% |
| 06/2026 | -0.04% | 21.40% |
| 07/2026 | 0.16% | 21.59% |
| 08/2026 | 0.71% | 22.46% |
Calendar-year returns
202411.23%
202511.67%
Investment exposure
- Equity exposure
- 28.26%
- Overseas exposure
- 37.57%
- 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.