Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBKIF (First International Bank of Israel Ltd) | NA | 43.65% | 23.83% | 46.58% | 26.08% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 01/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBKIF (First International Bank of Israel Ltd) | 01/15/2014 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 43.65 | 23.83 | 46.58 | 26.08 | NA | NA | … | … | 40.64 | 16.17 | 14.06 | 7.82 | 236.81 | 2.98 | 48.43 | 8.99 | 20.49 | -28.52 | 8.51 | 19.88 |
| Sharpe Ratio | NA | 1.40 | 1.17 | 0.85 | 0.63 | NA | NA | … | … | 1.66 | 1.97 | 2.15 | 1.89 | 2.09 | 0.93 | 2.52 | 1.75 | 1.85 | -0.86 | 1.47 | 1.85 |
| Standard Deviation(%) | NA | 29.10 | 17.38 | 52.52 | 39.27 | NA | NA | … | … | 33.83 | 6.38 | 4.88 | 3.39 | 113.34 | 2.93 | 18.63 | 4.36 | 10.74 | 33.57 | 5.78 | 11.22 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 28.52 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 28.52 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 8.50 | 10.78 | 26.21 | 14.61 | 11.15 | 8.37 | … | … | 6.41 | 10.75 | 13.03 | 7.47 | 13.36 | 2.89 | 37.79 | 8.51 | 18.08 | 0.00 | 8.00 | 17.53 |
Data as of 09/26/2025, Common starting date is 01/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBKIF (First International Bank of Israel Ltd) |
-5.12%
Apr 2014 – Apr 2017 |
2.76%
Feb 2014 – Feb 2019 |
21.44%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBKIF (First International Bank of Israel Ltd) |
73.66%
Jan 2019 – Jan 2022 |
47.06%
Jan 2017 – Jan 2022 |
26.29%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart