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ITRN vs. EWZ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ITRN vs. EWZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ituran Location and Control Ltd. (ITRN) and iShares MSCI Brazil ETF (EWZ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ITRN achieves a 35.25% return, which is significantly higher than EWZ's 14.17% return. Over the past 10 years, ITRN has outperformed EWZ with an annualized return of 13.25%, while EWZ has yielded a comparatively lower 6.86% annualized return.


ITRN

1D
-0.50%
1M
-14.61%
6M
33.88%
YTD
35.25%
1Y
51.72%
3Y*
41.37%
5Y*
21.07%
10Y*
13.25%

EWZ

1D
2.77%
1M
4.20%
6M
9.71%
YTD
14.17%
1Y
36.37%
3Y*
10.52%
5Y*
6.56%
10Y*
6.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ITRN vs. EWZ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ITRN
Ituran Location and Control Ltd.
35.25%45.63%21.02%32.47%-18.79%45.32%-22.93%-18.98%-3.46%33.71%
EWZ
iShares MSCI Brazil ETF
14.17%48.81%-30.41%32.62%12.09%-17.32%-20.35%27.67%-2.52%23.62%

Correlation

The correlation between ITRN and EWZ is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.26

Correlation (3Y)
Calculated over the trailing 3-year period

0.23

Correlation (5Y)
Calculated over the trailing 5-year period

0.21

Correlation (10Y)
Calculated over the trailing 10-year period

0.20

Correlation (All Time)
Calculated using the full available price history since Sep 28, 2005

0.23

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Return for Risk

ITRN vs. EWZ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ITRN
ITRN Risk / Return Rank: 8282
Overall Rank
ITRN Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
ITRN Sortino Ratio Rank: 8181
Sortino Ratio Rank
ITRN Omega Ratio Rank: 8181
Omega Ratio Rank
ITRN Calmar Ratio Rank: 8080
Calmar Ratio Rank
ITRN Martin Ratio Rank: 8282
Martin Ratio Rank

EWZ
EWZ Risk / Return Rank: 4747
Overall Rank
EWZ Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
EWZ Sortino Ratio Rank: 4949
Sortino Ratio Rank
EWZ Omega Ratio Rank: 4848
Omega Ratio Rank
EWZ Calmar Ratio Rank: 4545
Calmar Ratio Rank
EWZ Martin Ratio Rank: 3939
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ITRN vs. EWZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ituran Location and Control Ltd. (ITRN) and iShares MSCI Brazil ETF (EWZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ITRNEWZDifference
Sharpe ratioReturn per unit of total volatility

+0.07

Sortino ratioReturn per unit of downside risk

+0.12

Omega ratioGain probability vs. loss probability

1.27

1.25

+0.02

Calmar ratioReturn relative to maximum drawdown

2.14

1.85

+0.30

Martin ratioReturn relative to average drawdown

6.04

4.94

+1.10

ITRN vs. EWZ - Sharpe Ratio Comparison

The current ITRN Sharpe Ratio is 1.50, which is comparable to the EWZ Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of ITRN and EWZ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ITRN vs. EWZ - Drawdown Comparison

The maximum ITRN drawdown since its inception was -68.39%, smaller than the maximum EWZ drawdown of -77.25%. Use the drawdown chart below to compare losses from any high point for ITRN and EWZ.


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Drawdown Indicators


ITRNEWZDifference

Max Drawdown

Largest peak-to-trough decline

-68.39%

-77.25%

+8.86%

Max Drawdown (1Y)

Largest decline over 1 year

-22.99%

-19.27%

-3.72%

Max Drawdown (3Y)

Largest decline over 3 years

-26.82%

-31.36%

+4.54%

Max Drawdown (5Y)

Largest decline over 5 years

-30.03%

-32.24%

+2.21%

Max Drawdown (10Y)

Largest decline over 10 years

-68.39%

-56.99%

-11.40%

Current Drawdown

Current decline from peak

-14.96%

-20.49%

+5.53%

Average Drawdown

Average peak-to-trough decline

-19.45%

-35.90%

+16.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.16%

7.20%

+0.96%

Volatility

ITRN vs. EWZ - Volatility Comparison

Ituran Location and Control Ltd. (ITRN) has a higher volatility of 11.17% compared to iShares MSCI Brazil ETF (EWZ) at 5.74%. This indicates that ITRN's price experiences larger fluctuations and is considered to be riskier than EWZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ITRNEWZDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.17%

5.74%

+5.43%

Volatility (6M)

Calculated over the trailing 6-month period

24.12%

19.70%

+4.42%

Volatility (1Y)

Calculated over the trailing 1-year period

32.94%

24.98%

+7.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.60%

27.60%

+3.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.65%

33.90%

-0.25%

Dividends

ITRN vs. EWZ - Dividend Comparison

ITRN's dividend yield for the trailing twelve months is around 5.36%, more than EWZ's 4.07% yield.


PositionTTM20252024202320222021202020192018201720162015
EWZ
iShares MSCI Brazil ETF
4.07%5.19%8.91%5.66%12.59%9.87%1.71%2.54%2.89%1.71%1.81%4.08%
ITRN
Ituran Location and Control Ltd.
5.36%4.65%5.01%2.50%2.65%3.37%1.26%3.78%2.96%3.27%3.25%4.12%

Frequently Asked Questions


ITRN and EWZ have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ITRN has higher volatility (11.17%) compared to EWZ (5.74%). In terms of maximum drawdown, ITRN dropped -68.39% vs EWZ's -77.25%.

ITRN currently has the higher Sharpe Ratio (1.50 vs 1.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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