Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMDAX (AMIDEX35 ISRAEL MUTUAL FUND AMIDEX35 ISRAEL MUTUAL FUND CLASS A) | NA | -11.38% | -5.31% | -5.09% | -0.67% | 1.49% | -2.12% | … | … |
Data as of 06/30/2020, Common starting date is 02/11/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMDAX (AMIDEX35 ISRAEL MUTUAL FUND AMIDEX35 ISRAEL MUTUAL FUND CLASS A) | 02/11/2000 | 06/30/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.38 | -5.31 | -5.09 | -0.67 | 1.49 | -2.12 | … | … | -12.59 | 11.40 | -11.69 | 10.81 | -10.74 | -1.52 | 0.18 | 16.65 | 0.32 | -29.22 | 15.06 | 61.04 | -41.02 | 25.95 | 9.96 | 14.18 | 14.81 | 56.06 | -39.56 | -44.81 | -3.68 |
| Sharpe Ratio | NA | -0.45 | -0.34 | -0.35 | -0.06 | NA | NA | … | … | -0.67 | 0.84 | -0.84 | 1.09 | -0.80 | -0.11 | 0.02 | 1.45 | 0.02 | -1.06 | 0.94 | 2.87 | -1.57 | 1.47 | 0.45 | 0.96 | 0.92 | 2.43 | -1.57 | -1.08 | -0.18 |
| Standard Deviation(%) | NA | 26.28 | 18.89 | 16.83 | 16.73 | NA | NA | … | … | 35.93 | 11.93 | 15.51 | 9.34 | 13.65 | 13.64 | 9.94 | 11.44 | 14.80 | 27.61 | 15.88 | 21.23 | 26.56 | 15.69 | 14.97 | 12.52 | 15.08 | 22.75 | 25.92 | 43.99 | 46.10 |
| Draw Down(%) | NA | 34.60 | 36.68 | 41.46 | 46.55 | NA | NA | … | … | 34.60 | 9.04 | 21.05 | 8.96 | 13.74 | 14.85 | 7.71 | 7.78 | 23.05 | 32.99 | 19.90 | 11.57 | 50.98 | 12.52 | 19.67 | 9.08 | 20.03 | 12.65 | 51.35 | 59.90 | 31.41 |
| Yield(%) | 0.00 | 4.58 | 2.00 | 1.09 | 0.72 | 0.66 | 0.26 | … | … | 0.00 | 5.02 | 1.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.48 | 0.00 | 0.00 | 0.21 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/30/2020, Common starting date is 02/11/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMDAX (AMIDEX35 ISRAEL MUTUAL FUND AMIDEX35 ISRAEL MUTUAL FUND CLASS A) |
-31.25%
Mar 2000 – Mar 2003 |
-12.21%
Jun 2000 – Jun 2005 |
-3.74%
Mar 2010 – Mar 2020 |
-2.51%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMDAX (AMIDEX35 ISRAEL MUTUAL FUND AMIDEX35 ISRAEL MUTUAL FUND CLASS A) |
29.31%
Sep 2002 – Sep 2005 |
24.61%
Oct 2002 – Oct 2007 |
8.57%
Sep 2002 – Sep 2012 |
6.98%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart