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Bank Hapoalim ADR (BKHYY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US0625103009

Sector

Financial Services

Highlights

Market Cap

$17.69B

EPS (TTM)

$8.17

PE Ratio

8.14

Total Revenue (TTM)

$16.45B

Gross Profit (TTM)

$16.45B

EBITDA (TTM)

$7.12B

Year Range

$41.70 - $68.35

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Bank Hapoalim ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%10.00%20.00%30.00%40.00%SeptemberOctoberNovemberDecember2025February
37.52%
9.03%
BKHYY (Bank Hapoalim ADR)
Benchmark (^GSPC)

Returns By Period

Bank Hapoalim ADR had a return of 17.02% year-to-date (YTD) and 58.33% in the last 12 months. Over the past 10 years, Bank Hapoalim ADR had an annualized return of 16.17%, outperforming the S&P 500 benchmark which had an annualized return of 11.26%.


BKHYY

YTD

17.02%

1M

12.08%

6M

37.52%

1Y

58.33%

5Y*

14.59%

10Y*

16.17%

^GSPC (Benchmark)

YTD

3.96%

1M

1.97%

6M

9.03%

1Y

22.16%

5Y*

12.60%

10Y*

11.26%

*Annualized

Monthly Returns

The table below presents the monthly returns of BKHYY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202514.38%17.02%
2024-5.06%8.60%-1.48%-2.42%2.92%-1.55%8.55%5.05%-4.12%2.24%19.95%-2.85%30.82%
2023-0.52%-6.39%-0.03%3.08%-5.62%4.00%10.57%-6.55%7.20%-19.84%19.49%6.70%6.63%
2022-0.32%2.84%-5.90%-6.21%-1.13%-9.74%9.76%15.13%-18.48%13.93%-2.42%-3.66%-10.92%
20214.10%-0.50%9.82%2.50%10.04%-8.64%-0.40%9.60%2.58%11.52%1.44%5.47%56.59%
20204.00%-9.46%-22.82%7.51%-5.20%-3.15%-0.08%2.13%-11.83%9.67%11.74%4.45%-17.38%
20196.94%1.75%-3.85%10.94%-1.24%2.27%2.88%-3.89%7.46%4.36%0.96%2.69%34.77%
20181.84%-4.54%-4.45%0.89%0.67%-1.26%4.51%6.24%-2.40%-7.59%1.01%-7.45%-12.80%
20171.36%2.12%-1.38%2.85%6.66%2.24%2.73%-1.97%4.06%1.11%-3.57%8.62%27.06%
2016-10.69%6.21%6.34%-1.37%1.02%-2.02%2.58%4.49%5.80%1.74%5.06%-0.94%18.23%
2015-5.73%1.60%6.70%3.94%5.40%2.73%3.27%-8.46%-0.67%3.78%-0.24%-0.16%11.64%
2014-6.91%2.94%5.36%-1.04%3.75%-0.76%1.16%-2.61%-0.66%-9.54%-2.29%-4.67%-15.17%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 92, BKHYY is among the top 8% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BKHYY is 9292
Overall Rank
The Sharpe Ratio Rank of BKHYY is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of BKHYY is 9090
Sortino Ratio Rank
The Omega Ratio Rank of BKHYY is 9393
Omega Ratio Rank
The Calmar Ratio Rank of BKHYY is 9393
Calmar Ratio Rank
The Martin Ratio Rank of BKHYY is 9595
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Bank Hapoalim ADR (BKHYY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for BKHYY, currently valued at 1.98, compared to the broader market-2.000.002.004.001.981.83
The chart of Sortino ratio for BKHYY, currently valued at 2.89, compared to the broader market-6.00-4.00-2.000.002.004.006.002.892.47
The chart of Omega ratio for BKHYY, currently valued at 1.46, compared to the broader market0.501.001.502.001.461.33
The chart of Calmar ratio for BKHYY, currently valued at 2.66, compared to the broader market0.002.004.006.002.662.76
The chart of Martin ratio for BKHYY, currently valued at 14.65, compared to the broader market-10.000.0010.0020.0030.0014.6511.27
BKHYY
^GSPC

The current Bank Hapoalim ADR Sharpe ratio is 1.98. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Bank Hapoalim ADR with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.98
1.83
BKHYY (Bank Hapoalim ADR)
Benchmark (^GSPC)

Dividends

Dividend History

Bank Hapoalim ADR provided a 2.72% dividend yield over the last twelve months, with an annual payout of $1.81 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.50$1.00$1.50$2.00$2.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.81$1.81$2.46$1.09$1.76$0.03$1.06$0.53$0.90$0.67$0.55$0.47

Dividend yield

2.72%3.18%5.45%2.41%3.42%0.08%2.55%1.67%2.45%2.25%2.13%1.98%

Monthly Dividends

The table displays the monthly dividend distributions for Bank Hapoalim ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.36$0.00$0.00$0.79$0.00$0.66$0.00$0.00$0.00$0.00$1.81
2023$0.00$0.00$0.55$0.00$0.00$0.81$0.00$0.77$0.00$0.00$0.34$0.00$2.46
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.46$0.00$0.00$0.00$0.62$1.09
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.72$0.00$0.00$1.05$0.00$1.76
2020$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.06$0.00$0.00$1.06
2018$0.00$0.00$0.00$0.26$0.00$0.26$0.00$0.00$0.00$0.00$0.00$0.00$0.53
2017$0.00$0.00$0.00$0.04$0.00$0.32$0.00$0.34$0.00$0.00$0.00$0.20$0.90
2016$0.00$0.00$0.11$0.00$0.00$0.13$0.00$0.22$0.00$0.00$0.20$0.00$0.67
2015$0.00$0.00$0.07$0.00$0.16$0.00$0.00$0.17$0.00$0.00$0.16$0.00$0.55
2014$0.12$0.00$0.12$0.00$0.00$0.13$0.00$0.00$0.00$0.11$0.47

Dividend Yield & Payout


Dividend Yield
100.0%200.0%300.0%400.0%500.0%600.0%2.7%
Bank Hapoalim ADR has a dividend yield of 2.72%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%29.4%
Bank Hapoalim ADR has a payout ratio of 29.44%, which is quite average when compared to the overall market. This suggests that Bank Hapoalim ADR strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-2.71%
-0.07%
BKHYY (Bank Hapoalim ADR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Bank Hapoalim ADR. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bank Hapoalim ADR was 72.52%, occurring on Mar 9, 2009. Recovery took 262 trading sessions.

The current Bank Hapoalim ADR drawdown is 2.71%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-72.52%May 11, 2007183Mar 9, 2009262Dec 6, 2013445
-44.52%Feb 3, 202035Mar 23, 2020248May 25, 2021283
-36.8%Jan 18, 2022439Oct 23, 2023208Nov 5, 2024647
-27.69%Jun 9, 2014172Feb 13, 2015304Sep 23, 2016476
-18.4%Sep 4, 201878Dec 24, 201887May 1, 2019165

Volatility

Volatility Chart

The current Bank Hapoalim ADR volatility is 10.03%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
10.03%
3.21%
BKHYY (Bank Hapoalim ADR)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Bank Hapoalim ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Bank Hapoalim ADR compared to its peers in the Banks - Regional industry.


PE Ratio
20.040.060.080.0100.0120.08.1
The chart displays the price to earnings (P/E) ratio for BKHYY in comparison to other companies of the Banks - Regional industry. Currently, BKHYY has a PE value of 8.1. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
-5.00.05.010.015.00.0
The chart displays the price to earnings to growth (PEG) ratio for BKHYY in comparison to other companies of the Banks - Regional industry. Currently, BKHYY has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Bank Hapoalim ADR.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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