Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRLCF (Israel Corporation Ltd) | 0.00% | -13.45% | -6.33% | -0.09% | 3.17% | -8.19% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRLCF (Israel Corporation Ltd) | 06/21/2010 | 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 (%) | 0.00 | -13.45 | -6.33 | -0.09 | 3.17 | -8.19 | NA | … | … | 0.00 | -3.64 | -6.01 | -55.62 | 107.80 | 117.33 | -42.73 | -32.33 | 62.97 | 14.29 | -2.23 | -60.86 | -6.11 | -20.60 | 12.45 | -48.19 | 58.18 |
| Sharpe Ratio | NA | -1.10 | -0.14 | -0.04 | 0.03 | NA | NA | … | … | 0.00 | -0.07 | -0.20 | -1.01 | 1.46 | 1.58 | -0.74 | -1.34 | 1.21 | 1.02 | -0.09 | -0.80 | -0.23 | -0.44 | 0.80 | -1.08 | 3.41 |
| Standard Deviation(%) | NA | 14.60 | 68.95 | 67.49 | 59.59 | NA | NA | … | … | 0.00 | 97.71 | 63.67 | 59.49 | 73.28 | 74.47 | 57.72 | 25.09 | 50.97 | 13.38 | 28.47 | 76.02 | 26.74 | 46.62 | 15.55 | 44.47 | 39.63 |
| Draw Down(%) | NA | 13.45 | 50.56 | 66.16 | 66.16 | NA | NA | … | … | 0.00 | 50.56 | 33.46 | 55.62 | 0.00 | 2.45 | 46.14 | 32.34 | 7.33 | 0.00 | 19.15 | 60.86 | 20.66 | 49.13 | 12.14 | 54.17 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.77 | 1.37 | 1.65 | 0.45 | 0.50 | … | … | 0.00 | 0.81 | 2.12 | 0.00 | 4.10 | 0.00 | 0.00 | 0.00 | 7.88 | 0.00 | 0.00 | 7.87 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRLCF (Israel Corporation Ltd) |
-37.92%
Apr 2013 – Apr 2016 |
-32.34%
Apr 2011 – Apr 2016 |
-19.45%
Feb 2011 – Feb 2021 |
-9.32%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRLCF (Israel Corporation Ltd) |
40.93%
Sep 2020 – Sep 2023 |
25.09%
Jan 2018 – Jan 2023 |
4.97%
Apr 2016 – Apr 2026 |
-4.85%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart