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
SILXY (Silex Systems Ltd ADR) -36.28% 48.39% 8.40% 37.14% 30.06% -0.07% NA
Data as of 06/10/2026, Common starting date is 01/30/2007
More Performance Analytics Comparison
Name Start Date End Date
SILXY (Silex Systems Ltd ADR) 01/30/2007 06/10/2026
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
Annualized Return (%) -17.66 48.39 8.40 37.14 30.06 -0.07 NA -36.28 86.22 3.82 40.53 143.35 82.43 75.74 126.67 -67.03 22.97 16.54 -39.52 -79.33 -32.27 18.58 -56.90 8.70 136.84 -58.09 2.64
Sharpe Ratio NA 0.94 0.18 0.50 0.39 NA NA -0.61 1.07 -0.05 0.59 1.82 0.88 0.74 1.46 -1.12 0.36 0.14 -0.62 -0.88 -0.69 0.32 -0.99 0.17 1.97 -0.57 0.00
Standard Deviation(%) NA 82.96 70.74 73.44 78.00 NA NA 89.09 79.49 59.48 62.16 78.29 93.21 101.78 86.07 60.86 62.25 114.75 63.72 89.70 46.51 58.08 57.63 50.86 69.58 103.16 82.03
Draw Down(%) NA 51.88 62.62 62.62 77.14 NA NA 47.92 59.56 46.17 44.80 39.00 44.65 58.90 48.45 67.03 53.06 61.89 53.13 80.27 47.55 35.06 68.29 39.31 23.24 75.66 60.18
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 01/30/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SILXY (Silex Systems Ltd ADR) -58.74%
Feb 2013 – Feb 2016
-46.81%
Feb 2011 – Feb 2016
-32.22%
Jun 2008 – Jun 2018
-14.38%
Apr 2007 – Apr 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SILXY (Silex Systems Ltd ADR) 176.26%
Mar 2020 – Mar 2023
96.70%
Jan 2019 – Jan 2024
36.37%
Dec 2015 – Dec 2025
2.39%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return