Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RLEVF (Rami Levi Chain Stores Hashikma Marketing 2006 Ltd) NA 47.79% 14.41% NA NA NA NA
Data as of 09/26/2025, Common starting date is 03/17/2022
More Performance Analytics Comparison
Name Start Date End Date
RLEVF (Rami Levi Chain Stores Hashikma Marketing 2006 Ltd) 03/17/2022 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022
Annualized Return (%) 0.00 47.79 14.41 NA NA NA NA 44.45 19.90 -14.30 4.90
Sharpe Ratio NA 1.58 0.40 NA NA NA NA 1.89 1.56 -0.50 1.60
Standard Deviation(%) NA 28.32 27.16 NA NA NA NA 32.90 10.42 36.26 2.80
Draw Down(%) NA 0.00 28.70 NA NA NA NA 0.00 0.00 28.70 0.00
Yield(%) 0.00 12.54 12.28 8.14 4.07 2.71 2.03 10.28 17.62 17.15 4.75
Data as of 09/26/2025, Common starting date is 03/17/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RLEVF (Rami Levi Chain Stores Hashikma Marketing 2006 Ltd) 13.50%
Jun 2022 – Jun 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RLEVF (Rami Levi Chain Stores Hashikma Marketing 2006 Ltd) 13.84%
Aug 2022 – Aug 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return