Analysis for Phoenix Holdings
Description & usage
Phoenix Holdings is an Israeli insurance and asset-management group focused on life, pension, and investment solutions. It generates earnings through recurring premiums and fee-based asset services. Key drivers are net inflows, solvency levels, investment returns, and regulatory requirements.
Basic info
- Symbol
- PHOE.TA
- Type
- Stock
- Region
- Emerging Markets
- Sector
- Insurance
- Available history
- 11.2 years
- Last trading day
- 04/03/2026
Basic info
- Symbol
- PHOE.TA
- Type
- Stock
- Region
- Emerging Markets
- Sector
- Insurance
- Available history
- 11.2 years
- Last trading day
- 04/03/2026
Market context
- DXY
- 120.89
- US 10Y Real
- 1.99%
- Fed Balance
- $6.68T
- CPI YoY
- 2.4%
- Fed Rate
- 3.75%
- US 10Y
- 4.35%
- VIX
- 24.54
- HY OAS
- 3.17%
- Brent
- $121.88
- Core CPI
- 2.5%
- US 2Y
- 3.84%
- ISM PMI
- –
Score overview
The overall score combines Performance, Stability and Trend into one comparable value.
Market context
- DXY
- 120.89
- US 10Y Real
- 1.99%
- Fed Balance
- $6.68T
- CPI YoY
- 2.4%
- Fed Rate
- 3.75%
- US 10Y
- 4.35%
- VIX
- 24.54
- HY OAS
- 3.17%
- Brent
- $121.88
- Core CPI
- 2.5%
- US 2Y
- 3.84%
- ISM PMI
- –
Analysis summary
Technical asset picture
Phoenix Holdings (PHOE.TA) currently has a total score of 83 points, placing it in the very strong range. The score is made up of Performance (97), Stability (58) and Trend (86). The profile is clearly uneven: Performance stands out while Stability is more neutral.
Performance scores 97 points (very strong). Key strength: 10Y return at 2,011.4 %. Even the weakest return is still strong in absolute terms: 1Y return at 124.8 %. This suggests stronger long-term than short-term performance.
Stability scores 58 points (neutral). Key strength: CAGR/drawdown ratio at 0.75. Weaker metric: volatility (365d, annualized) at 42.9 %. That implies elevated swings. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns-but prices can still fall.
Trend scores 86 points (very strong). Key strength: 12M momentum at 133.2 %. Even the weakest metric remains solid in absolute terms: SMA50 distance at -0.4 %.
Overall, the very strong total score is driven mainly by Performance and Trend; Stability is the biggest lever for improvement. On a metric level, 10Y return stands out, while volatility (365d, annualized) is the main weak spot.
Current market backdrop
The backdrop currently looks mixed and rather restrictive.
A strong US dollar currently paints a mixed risk picture.
High US real yields and elevated long yields lean toward a restrictive rate backdrop.
What that typically means here
For this asset type, the current backdrop looks mixed rather than clearly directional.
Note: ISM PMI was not used actively in the effect logic.
Historical evaluation and qualitative market context only, not investment advice.
Price chart
Use the chart to read recent price behavior before drilling into metrics.
Scores and metrics
Explore the overall score, the three pillar scores, and the metrics behind them.