IBB: $176.90 ▲ 1.05 (0.60%)SOXX: $351.08 ▲ 8.01 (2.33%)XBI: $128.53 ▲ 0.67 (0.52%)LRCX: $238.46 ▲ 15.59 (7.00%)MU: $410.24 ▲ 21.15 (5.44%)AMAT: $332.71 ▲ 13.25 (4.15%)GOOG: $335.00 ▲ 1.41 (0.42%)LLY: $1,039.51 ▼ -23.24 (-2.19%)COST: $970.28 ▼ -7.39 (-0.76%)HD: $380.36 ▼ -6.17 (-1.60%)NFLX: $85.58 ▼ -0.12 (-0.14%)ORCL: $174.86 ▼ -7.58 (-4.15%)PG: $148.34 ▼ -1.15 (-0.77%)BARC.L: $489.80 ▲ 9.05 (1.88%)BAYN.DE: $46.74 ▲ 0.37 (0.80%)BBVA.MC: $21.63 ▲ 0.30 (1.41%)ENR.DE: $142.20 ▲ 1.35 (0.96%)GLE.PA: $72.40 ▲ 0.98 (1.37%)GLEN.L: $503.80 ▲ 3.70 (0.74%)ITX.MC: $54.42 ▲ 0.08 (0.15%)ROG.SW: $350.00 ▼ -0.50 (-0.14%)RWE.DE: $52.82 ▲ 0.68 (1.30%)STAN.L: $1,854.00 ▲ 20.50 (1.12%)UBSG.SW: $37.71 ▲ 0.40 (1.07%)XAUUSD: $5,252.48 ▲ 71.86 (1.39%)IEF: $95.98 ▼ -0.11 (-0.11%)AMD: $252.03 ▲ 0.72 (0.29%)CAT: $638.91 ▲ 2.99 (0.47%)GS: $929.72 ▼ -2.15 (-0.23%)MRK: $107.91 ▲ 0.51 (0.47%)TSLA: $430.90 ▼ -4.30 (-0.99%)ASML.AS: $1,217.60 ▲ 39.60 (3.36%)AZN.L: $13,880.00 ▲ 128.00 (0.93%)CFR.SW: $152.85 ▲ 0.20 (0.13%)GSK.L: $1,862.50 ▲ 34.00 (1.86%)HSBA.L: $1,277.20 ▲ 35.00 (2.82%)INGA.AS: $24.86 ▲ 0.44 (1.80%)LLOY.L: $105.25 ▲ 2.25 (2.18%)MC.PA: $589.30 ▲ 1.30 (0.22%)RIO.L: $6,728.00 ▲ 52.00 (0.78%)UCG.MI: $73.88 ▲ 1.54 (2.13%)INTC: $43.93 ▲ 1.44 (3.39%)AAPL: $258.27 ▲ 2.86 (1.12%)JNJ: $224.44 ▲ 2.95 (1.33%)TMO: $623.91 ▼ -2.71 (-0.43%)ABBN.SW: $61.46 ▲ 1.06 (1.75%)SAN.MC: $10.79 ▲ 0.13 (1.26%)AMCR: $44.72 ▲ 0.19 (0.43%)WDC: $252.66 ▲ 11.81 (4.90%)AMZN: $244.68 ▲ 6.26 (2.63%)AVGO: $332.79 ▲ 7.94 (2.44%)MSFT: $480.58 ▲ 10.30 (2.19%)NVDA: $188.52 ▲ 2.05 (1.10%)KLAC: $1,616.33 ▲ 73.30 (4.75%)RTX: $201.28 ▲ 7.15 (3.68%)XOM: $136.83 ▲ 1.99 (1.48%)BNP.PA: $90.15 ▲ 1.61 (1.82%)NOVN.SW: $116.52 ▲ 0.64 (0.55%)NOVO-B.CO: $393.95 ▼ -3.10 (-0.78%)RR.L: $1,240.00 ▲ 4.50 (0.36%)SIE.DE: $253.40 ▼ -1.15 (-0.45%)

Performance Dashboard

W4 SP500 5-50 M8 with Protection Performance in EUR

Period: Jan 1, 2000 - Jan 28, 2026

Performance by Period

Ann. Return

-0.23%

Jan 2000 - Jan 2026

YTD

0.00%

3M

0.00%

6M

0.00%

1Y

-5.86%

3Y

-5.86%

5Y

-5.86%

10Y

-5.86%

20Y

-5.86%

Performance Summary

Metric Value
Start Balance 10,000.00
End Balance 9,413.90
Annualized Return -0.23%
Standard Deviation 0.55%
Best Month 0.51%
Worst Month -1.47%
Maximum Drawdown 6.63%
Sharpe Ratio -1.81
Sortino Ratio -1.29
Rendement moyen (mois positifs) 0.15%
Rendement moyen (mois négatifs) -0.61%
% de mois positifs 42.86%
Mois consécutifs négatifs (max) 7 (Mar 2025 - Apr 2025)

Monthly Performance by Year

Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2026 - - - - - - - - - - - - 0.00%
2025 - - -3.16% -1.85% -0.96% 0.00% 0.00% 0.00% - - - - -5.86%
2024 - - - - - - - - - - - - 0.00%
2023 - - - - - - - - - - - - 0.00%
2022 - - - - - - - - - - - - 0.00%
2021 - - - - - - - - - - - - 0.00%
2020 - - - - - - - - - - - - 0.00%
2019 - - - - - - - - - - - - 0.00%
2018 - - - - - - - - - - - - 0.00%
2017 - - - - - - - - - - - - 0.00%
2016 - - - - - - - - - - - - 0.00%
2015 - - - - - - - - - - - - 0.00%
2014 - - - - - - - - - - - - 0.00%
2013 - - - - - - - - - - - - 0.00%
2012 - - - - - - - - - - - - 0.00%
2011 - - - - - - - - - - - - 0.00%
2010 - - - - - - - - - - - - 0.00%
2009 - - - - - - - - - - - - 0.00%
2008 - - - - - - - - - - - - 0.00%
2007 - - - - - - - - - - - - 0.00%
2006 - - - - - - - - - - - - 0.00%
2005 - - - - - - - - - - - - 0.00%
2004 - - - - - - - - - - - - 0.00%
2003 - - - - - - - - - - - - 0.00%
2002 - - - - - - - - - - - - 0.00%
2001 - - - - - - - - - - - - 0.00%
2000 - - - - - - - - - - - - 0.00%

Performance Analysis by Month

Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Année
Minimum - - -3.16% -1.85% -0.96% 0.00% 0.00% 0.00% - - - - -5.86%
Maximum - - -3.16% -1.85% -0.96% 0.00% 0.00% 0.00% - - - - 0.00%
Moyenne - - -3.16% -1.85% -0.96% 0.00% 0.00% 0.00% - - - - -0.22%
Médiane - - -3.16% -1.85% -0.96% 0.00% 0.00% 0.00% - - - - 0.00%
% Positif - - 0.00% 0.00% 0.00% 100.00% 100.00% 100.00% - - - - 96.30%
Échantillons 0 0 1 1 1 1 1 1 0 0 0 0 27

Portfolio Growth (Initial Investment: 10,000.00 EUR)

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