Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESLT (Elbit Systems Ltd.) | 45.20% | 96.01% | 63.61% | 46.39% | 25.98% | 23.02% | 21.62% | … | … |
Data as of 06/04/2026, Common starting date is 11/27/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESLT (Elbit Systems Ltd.) | 11/27/1996 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.13 | 96.01 | 63.61 | 46.39 | 25.98 | 23.02 | 21.62 | … | … | 45.20 | 125.14 | 22.17 | 31.57 | -4.82 | 34.77 | -14.56 | 37.62 | -12.89 | 32.65 | 18.18 | 48.83 | 2.17 | 56.74 | 1.37 | -18.42 | -15.50 | 48.71 | -20.74 | 87.18 | 34.08 | -4.66 | 60.37 | 15.24 | -11.36 | 48.74 | -15.02 | 28.12 | -12.73 | 80.33 | 22.00 |
| Sharpe Ratio | NA | 2.82 | 1.93 | 1.37 | 0.85 | NA | NA | … | … | 3.49 | 3.51 | 0.79 | 1.08 | -0.16 | 1.40 | -0.43 | 1.75 | -0.54 | 2.01 | 0.84 | 1.95 | 0.12 | 2.21 | 0.05 | -0.52 | -0.61 | 1.44 | -0.44 | 2.57 | 1.11 | -0.25 | 1.87 | 0.52 | -0.44 | 1.16 | -0.37 | 0.67 | -0.37 | 1.62 | 9.30 |
| Standard Deviation(%) | NA | 41.43 | 33.07 | 32.83 | 28.98 | NA | NA | … | … | 51.34 | 35.00 | 23.48 | 26.07 | 38.53 | 24.76 | 34.50 | 20.62 | 26.57 | 15.96 | 21.50 | 25.00 | 18.67 | 25.70 | 26.97 | 35.79 | 25.66 | 33.81 | 49.58 | 32.84 | 27.79 | 28.20 | 31.79 | 27.89 | 28.49 | 40.61 | 51.71 | 37.12 | 44.24 | 47.09 | 93.73 |
| Draw Down(%) | NA | 25.98 | 25.98 | 32.89 | 32.89 | NA | NA | … | … | 25.98 | 13.43 | 21.43 | 15.97 | 32.59 | 14.19 | 30.80 | 8.44 | 25.35 | 13.62 | 12.09 | 15.13 | 11.96 | 11.38 | 27.81 | 36.24 | 27.36 | 17.73 | 42.26 | 14.43 | 12.55 | 20.81 | 12.09 | 22.75 | 22.84 | 14.06 | 42.23 | 31.13 | 32.76 | 30.16 | 9.68 |
| Yield(%) | 0.00 | 0.72 | 1.29 | 1.76 | 2.19 | 3.88 | 7.11 | … | … | 0.17 | 1.03 | 0.94 | 1.44 | 1.14 | 1.38 | 1.06 | 1.53 | 1.62 | 1.73 | 2.77 | 3.00 | 2.12 | 3.60 | 2.91 | 4.62 | 2.75 | 6.87 | 1.30 | 1.88 | 2.28 | 1.97 | 11.31 | 1.26 | 1.79 | 3.12 | 2.09 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/27/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESLT (Elbit Systems Ltd.) |
-18.56%
Aug 2009 – Aug 2012 |
-5.74%
Jan 2008 – Jan 2013 |
10.00%
May 2008 – May 2018 |
8.57%
Aug 1997 – Aug 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESLT (Elbit Systems Ltd.) |
72.42%
Mar 2023 – Mar 2026 |
47.49%
May 2021 – May 2026 |
26.61%
Feb 2016 – Feb 2026 |
23.17%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart