קרנות פנסיה
הפניקס פנסיה מקיפה - מסלול הלכה
Returns, performance and investment exposure
Fund / track number 9984 · Data as of 08/2026
Cumulative return · 12 months13.25%Back to comparison
Last month0.70%
Year to date6.91%
3 years42.81%
5 years53.58%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.73% | 1.73% |
| 10/2024 | 0.12% | 1.85% |
| 11/2024 | 1.84% | 3.73% |
| 12/2024 | 0.39% | 4.13% |
| 01/2025 | 1.28% | 5.46% |
| 02/2025 | 0.40% | 5.89% |
| 03/2025 | -1.30% | 4.51% |
| 04/2025 | 0.74% | 5.28% |
| 05/2025 | 2.85% | 8.28% |
| 06/2025 | 2.76% | 11.27% |
| 07/2025 | 1.49% | 12.93% |
| 08/2025 | 0.66% | 13.67% |
| 09/2025 | 2.20% | 16.18% |
| 10/2025 | 1.10% | 17.45% |
| 11/2025 | 1.38% | 19.07% |
| 12/2025 | 1.12% | 20.41% |
| 01/2026 | 2.27% | 23.14% |
| 02/2026 | 0.91% | 24.26% |
| 03/2026 | -2.06% | 21.70% |
| 04/2026 | 3.91% | 26.46% |
| 05/2026 | 1.69% | 28.60% |
| 06/2026 | -1.36% | 26.85% |
| 07/2026 | 0.78% | 27.84% |
| 08/2026 | 0.70% | 28.73% |
Calendar-year returns
202413.17%
202515.63%
Investment exposure
- Equity exposure
- 52.58%
- Overseas exposure
- 36.87%
- Foreign currency exposure
- 20.77%
— 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.