Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BZQIF (Bezeq The Israel Telecommunication Corp. Ltd) | 25.84% | 75.02% | 34.95% | 30.04% | 10.86% | 13.23% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BZQIF (Bezeq The Israel Telecommunication Corp. Ltd) | 04/06/2010 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 75.02 | 34.95 | 30.04 | 10.86 | 13.23 | NA | … | … | 25.84 | 116.35 | -3.76 | -11.62 | 10.74 | 49.48 | 24.36 | -19.59 | -12.02 | -9.62 | -11.76 | 37.85 | 31.74 | 81.65 | -12.25 | -19.08 | 35.80 |
| Sharpe Ratio | NA | 1.55 | 0.75 | 0.39 | 0.16 | NA | NA | … | … | 1.49 | 2.25 | -0.20 | -0.26 | 0.08 | 0.99 | 0.54 | -0.54 | -0.37 | -0.37 | -0.48 | 1.40 | 0.85 | 1.36 | -0.17 | -0.30 | 0.96 |
| Standard Deviation(%) | NA | 45.40 | 41.49 | 69.43 | 56.21 | NA | NA | … | … | 45.69 | 50.65 | 37.59 | 58.88 | 119.68 | 49.90 | 44.71 | 38.76 | 36.75 | 27.62 | 25.07 | 27.08 | 37.29 | 60.20 | 71.72 | 63.88 | 52.76 |
| Draw Down(%) | NA | 14.02 | 20.66 | 52.15 | 55.71 | NA | NA | … | … | 12.07 | 14.02 | 20.66 | 31.28 | 52.15 | 22.52 | 19.83 | 39.18 | 25.95 | 20.93 | 20.62 | 10.92 | 17.09 | 25.32 | 49.47 | 25.00 | 27.59 |
| Yield(%) | 0.00 | 7.88 | 7.16 | 9.47 | 5.14 | 6.90 | 6.38 | … | … | 3.00 | 9.46 | 6.27 | 10.97 | 4.14 | 0.00 | 0.00 | 0.00 | 21.53 | 11.05 | 5.96 | 9.77 | 24.85 | 25.66 | 20.56 | 23.61 | 21.65 |
Data as of 06/05/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BZQIF (Bezeq The Israel Telecommunication Corp. Ltd) |
-23.65%
May 2016 – May 2019 |
-10.09%
Apr 2015 – Apr 2020 |
2.67%
Nov 2014 – Nov 2024 |
10.79%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BZQIF (Bezeq The Israel Telecommunication Corp. Ltd) |
62.37%
Jun 2012 – Jun 2015 |
38.61%
Jun 2012 – Jun 2017 |
19.81%
Aug 2012 – Aug 2022 |
13.46%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart