Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKHPF (Bank Hapoalim B.M) | 28.80% | 48.94% | 59.91% | 48.54% | 28.85% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKHPF (Bank Hapoalim B.M) | 06/19/2012 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 48.94 | 59.91 | 48.54 | 28.85 | NA | NA | … | … | 28.80 | 138.57 | 23.17 | 6.39 | 28.25 | 65.12 | -22.89 | 26.77 | 1.67 | 47.94 | 4.92 | 13.02 | -0.69 | 19.75 | 21.83 |
| Sharpe Ratio | NA | 1.83 | 1.24 | 1.19 | 0.80 | NA | NA | … | … | 2.60 | 1.81 | 0.37 | 0.12 | 1.61 | 2.68 | -0.43 | 1.06 | 0.02 | 2.01 | 0.34 | 0.83 | -0.04 | 1.50 | 0.75 |
| Standard Deviation(%) | NA | 67.99 | 49.00 | 38.42 | 33.95 | NA | NA | … | … | 29.42 | 75.41 | 52.56 | 22.36 | 16.71 | 24.32 | 53.09 | 23.79 | 15.83 | 23.59 | 13.89 | 15.57 | 19.24 | 13.17 | 60.62 |
| Draw Down(%) | NA | 9.36 | 20.27 | 20.27 | 44.70 | NA | NA | … | … | 9.36 | 13.53 | 20.27 | 16.28 | 0.00 | 1.73 | 42.60 | 6.95 | 11.27 | 0.00 | 6.86 | 8.93 | 14.78 | 4.37 | 24.66 |
| Yield(%) | 0.00 | 7.74 | 12.52 | 18.20 | 15.30 | 16.14 | 12.10 | … | … | 4.16 | 7.12 | 8.55 | 21.70 | 10.34 | 19.86 | 0.00 | 3.35 | 1.53 | 9.79 | 10.20 | 8.57 | 6.46 | 1.35 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKHPF (Bank Hapoalim B.M) |
-2.03%
Sep 2017 – Sep 2020 |
4.97%
Sep 2015 – Sep 2020 |
13.85%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKHPF (Bank Hapoalim B.M) |
59.09%
May 2023 – May 2026 |
52.84%
Jan 2021 – Jan 2026 |
30.32%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart