Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKHYY (Bank Hapoalim ADR) | 8.57% | 52.97% | 50.01% | 29.10% | 21.11% | 14.13% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKHYY (Bank Hapoalim ADR) | 01/31/2008 | 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.83 | 52.97 | 50.01 | 29.10 | 21.11 | 14.13 | NA | … | … | 8.57 | 106.77 | 32.17 | 6.63 | -10.92 | 56.64 | -11.46 | 33.54 | -14.90 | 27.96 | 18.25 | 11.77 | -14.53 | 30.06 | 35.95 | -38.69 | 35.20 | 81.82 | -51.44 |
| Sharpe Ratio | NA | 1.96 | 1.25 | 0.79 | 0.60 | NA | NA | … | … | 1.35 | 2.70 | 0.64 | 0.08 | -0.36 | 1.86 | -0.24 | 1.27 | -0.57 | 0.93 | 0.98 | 0.47 | -0.77 | 1.53 | 1.11 | -0.95 | 1.02 | 1.48 | -0.70 |
| Standard Deviation(%) | NA | 30.92 | 40.01 | 36.91 | 34.91 | NA | NA | … | … | 33.70 | 38.64 | 44.44 | 36.48 | 34.57 | 30.44 | 47.79 | 25.22 | 28.68 | 29.49 | 18.44 | 24.90 | 18.81 | 19.66 | 32.77 | 40.74 | 34.36 | 55.34 | 78.63 |
| Draw Down(%) | NA | 17.91 | 25.83 | 36.80 | 44.52 | NA | NA | … | … | 17.91 | 10.55 | 12.21 | 25.83 | 30.03 | 11.82 | 44.52 | 8.36 | 21.27 | 12.40 | 12.97 | 13.57 | 24.59 | 6.78 | 28.15 | 43.79 | 25.00 | 28.11 | 63.59 |
| Yield(%) | 0.00 | 5.35 | 7.35 | 6.26 | 6.39 | 4.73 | 4.06 | … | … | 1.74 | 6.19 | 5.09 | 5.56 | 2.07 | 5.16 | 0.06 | 3.30 | 1.39 | 3.04 | 2.61 | 2.40 | 1.71 | 1.37 | 0.00 | 1.13 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKHYY (Bank Hapoalim ADR) |
-5.21%
Sep 2017 – Sep 2020 |
0.09%
May 2008 – May 2013 |
4.50%
Oct 2010 – Oct 2020 |
5.67%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKHYY (Bank Hapoalim ADR) |
55.73%
May 2023 – May 2026 |
35.99%
Sep 2020 – Sep 2025 |
22.47%
Jan 2016 – Jan 2026 |
15.07%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart