Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLMIF (Bank Leumi le- Israel B.M) | 4.26% | 48.18% | 53.86% | 33.44% | 26.66% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLMIF (Bank Leumi le- Israel B.M) | 03/15/2012 | 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 (%) | -9.84 | 48.18 | 53.86 | 33.44 | 26.66 | NA | NA | … | … | 4.26 | 88.71 | 63.65 | -11.63 | -11.08 | 132.61 | -22.13 | 23.20 | 67.92 | 7.28 | 3.89 | 6.19 | -13.08 | 13.04 | 16.55 |
| Sharpe Ratio | NA | 1.47 | 1.12 | 0.74 | 0.64 | NA | NA | … | … | 1.22 | 1.30 | 1.20 | -0.40 | -0.39 | 1.94 | -0.50 | 0.96 | 1.35 | 0.67 | 0.22 | 0.28 | -0.75 | 0.54 | 0.51 |
| Standard Deviation(%) | NA | 46.39 | 48.44 | 45.65 | 41.15 | NA | NA | … | … | 32.86 | 64.79 | 51.11 | 38.61 | 32.16 | 69.22 | 44.43 | 22.52 | 49.67 | 9.89 | 16.39 | 22.40 | 17.43 | 23.89 | 42.18 |
| Draw Down(%) | NA | 15.44 | 28.57 | 42.09 | 42.09 | NA | NA | … | … | 15.44 | 12.57 | 11.24 | 29.06 | 26.29 | 22.79 | 38.52 | 13.90 | 8.73 | 4.41 | 11.39 | 13.50 | 18.12 | 14.25 | 36.47 |
| Yield(%) | 0.65 | 2.80 | 4.88 | 8.93 | 11.87 | 9.57 | 7.18 | … | … | 1.92 | 0.00 | 4.36 | 4.10 | 7.03 | 28.98 | 0.81 | 4.13 | 3.97 | 2.94 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLMIF (Bank Leumi le- Israel B.M) |
-5.58%
Feb 2013 – Feb 2016 |
3.07%
Dec 2012 – Dec 2017 |
10.71%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLMIF (Bank Leumi le- Israel B.M) |
59.48%
Apr 2023 – Apr 2026 |
44.25%
Nov 2020 – Nov 2025 |
28.89%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart