Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FORTY (Formula Systems (1985) Ltd.) | -9.01% | 44.90% | 33.78% | 13.05% | 18.72% | 17.80% | 18.58% | … | … |
Data as of 06/04/2026, Common starting date is 10/20/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FORTY (Formula Systems (1985) Ltd.) | 10/20/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.31 | 44.90 | 33.78 | 13.05 | 18.72 | 17.80 | 18.58 | … | … | -9.01 | 90.28 | 38.51 | -7.03 | -41.93 | 47.18 | 26.00 | 94.40 | -9.65 | 2.98 | 56.38 | 26.33 | -8.33 | 64.84 | 4.87 | -16.88 | 84.03 | 137.70 | -44.15 | 0.73 | 32.62 | -24.12 | -0.41 | 109.19 | -49.66 | -42.97 | -30.10 | 67.75 | -18.03 | -16.44 |
| Sharpe Ratio | NA | 0.45 | 0.53 | 0.21 | 0.34 | NA | NA | … | … | -0.40 | 1.61 | 0.85 | -0.23 | -1.02 | 1.34 | 0.36 | 2.42 | -0.24 | 0.06 | 1.69 | 0.60 | -0.24 | 2.50 | 0.16 | -0.41 | 2.01 | 2.36 | -0.82 | -0.06 | 0.68 | -0.67 | -0.03 | 2.23 | -1.07 | -0.75 | -0.47 | 1.25 | -0.34 | -0.87 |
| Standard Deviation(%) | NA | 71.84 | 50.89 | 46.39 | 46.76 | NA | NA | … | … | 75.74 | 55.24 | 41.06 | 46.20 | 42.72 | 35.32 | 71.01 | 38.39 | 45.93 | 36.56 | 33.19 | 43.53 | 35.24 | 25.88 | 29.55 | 40.91 | 41.78 | 58.21 | 54.65 | 37.86 | 43.43 | 39.14 | 41.68 | 48.74 | 47.39 | 61.46 | 72.43 | 51.48 | 63.40 | 72.65 |
| Draw Down(%) | NA | 42.13 | 42.13 | 54.40 | 54.40 | NA | NA | … | … | 35.13 | 20.05 | 18.58 | 31.58 | 41.93 | 16.49 | 49.16 | 13.06 | 27.54 | 19.64 | 14.45 | 27.74 | 34.58 | 12.81 | 22.44 | 43.37 | 25.86 | 38.42 | 63.25 | 22.86 | 32.22 | 38.67 | 38.35 | 23.88 | 51.77 | 69.37 | 68.40 | 26.91 | 73.26 | 27.40 |
| Yield(%) | 0.00 | 12.82 | 8.00 | 4.23 | 7.21 | 10.10 | 13.01 | … | … | 7.86 | 1.67 | 1.94 | 0.88 | 1.17 | 1.72 | 0.76 | 2.75 | 2.39 | 0.85 | 4.41 | 6.45 | 4.25 | 2.20 | 0.00 | 3.60 | 12.37 | 30.03 | 5.82 | 0.00 | 12.84 | 22.43 | 0.00 | 0.00 | 0.00 | 1.97 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/20/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FORTY (Formula Systems (1985) Ltd.) |
-53.88%
Feb 2000 – Feb 2003 |
-27.77%
Mar 1998 – Mar 2003 |
-10.86%
Feb 2000 – Feb 2010 |
-1.47%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FORTY (Formula Systems (1985) Ltd.) |
64.64%
Jan 2009 – Jan 2012 |
51.77%
Mar 2009 – Mar 2014 |
30.20%
Feb 2009 – Feb 2019 |
24.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart