| Métrique | Wize5 - 3W1W - 5-50 P8 | Wize5 - W - 5 - 50 P5 | Wize5 - W - 5 - 50 - P10 | W5 Composite 2W 100 | W5 SP500 2W-2-100-P16 | W5 2W-5-100-P16 | W5 Composite 2W | W5- 2W-2-50-P16 | W5- 2W-5-50-P16 | Wize5 - 3W - 5-50 - P9 | W4 SP500 5-50 M8 with Protection | WizeFive Composite | S&P 500 | MSCI World | Followjack-2-50-8 | Followjack-5-50-8 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Start Balance | 10,000.00 | 10,000.00 | 10,000.00 | 10,000.00 | 10,000.00 | 10,000.00 | 10,000.00 | 10,000.00 | 10,000.00 | 10,000.00 | 10,000.00 | 10,000.00 | 10,000.00 | 10,000.00 | 10,000.00 | 10,000.00 |
| End Balance | 309,615.59 | 440,731.58 | 129,005.29 | 10,554.57 | 8,007,033.51 | 423,299.20 | 1,123,198.79 | 5,857,079.82 | 423,322.66 | 327,091.10 | 529,963.35 | 1,734,336.80 | 37,785.26 | 27,270.88 | 6,079,450.48 | 809,138.65 |
| Annualized Return | 14.56% | 16.18% | 10.66% | 0.21% | 30.20% | 15.93% | 20.49% | 28.60% | 15.93% | 14.81% | 17.03% | 22.57% | 5.39% | 4.04% | 28.79% | 18.94% |
| Standard Deviation | 3.58% | 2.72% | 2.29% | 0.04% | 5.81% | 3.63% | 4.17% | 5.57% | 3.62% | 4.01% | 4.83% | 5.78% | 4.43% | 4.10% | 7.81% | 4.99% |
| Best Month | 17.74% | 30.08% | 15.46% | 0.19% | 29.58% | 15.38% | 18.53% | 29.58% | 15.38% | 15.78% | 23.67% | 26.80% | 14.67% | 12.76% | 38.04% | 23.67% |
| Worst Month | -13.23% | -14.48% | -16.68% | -0.15% | -21.57% | -13.61% | -15.02% | -21.35% | -13.61% | -11.11% | -10.92% | -13.22% | -12.61% | -13.43% | -16.51% | -12.08% |
| Maximum Drawdown | -35.63% | -60.16% | -48.08% | -0.34% | -35.60% | -31.12% | -29.02% | -30.89% | -29.58% | -37.89% | -27.29% | -24.66% | -66.06% | -60.52% | -26.91% | -28.32% |
| Sharpe Ratio | 0.65 | 0.39 | 0.33 | 0.73 | 0.76 | 0.65 | 0.73 | 0.76 | 0.66 | 0.78 | 1.02 | 1.11 | 0.39 | 0.32 | 1.07 | 1.09 |
| Sortino Ratio | 0.95 | 0.62 | 0.49 | 1.06 | 1.16 | 0.93 | 1.06 | 1.15 | 0.95 | 1.12 | 1.57 | 1.72 | 0.53 | 0.43 | 1.69 | 1.66 |
| Universe | YTD | 3M | 6M | 12M | 36M | 60M | 120M | 240M |
|---|---|---|---|---|---|---|---|---|
| Wize5 - 3W1W - 5-50 P8 | -4.27% | -3.57% | -4.27% | 1.51% | 51.35% | 143.57% | 393.08% | 2,504.65% |
| Wize5 - W - 5 - 50 P5 | 10.75% | 1.85% | 11.24% | 19.79% | 180.91% | 560.56% | 4,091.35% | 7,842.78% |
| Wize5 - W - 5 - 50 - P10 | -7.20% | 0.75% | -6.70% | -1.03% | 42.97% | 104.52% | 269.30% | 1,056.79% |
| W5 Composite 2W 100 | 0.05% | 0.06% | 0.08% | 0.24% | 0.72% | 1.34% | 2.96% | 5.07% |
| W5 SP500 2W-2-100-P16 | 2.98% | 8.52% | 7.47% | 43.41% | 206.38% | 486.63% | 4,428.47% | 41,824.10% |
| W5 2W-5-100-P16 | 4.01% | 4.12% | 7.19% | 13.18% | 49.76% | 144.25% | 676.16% | 3,602.74% |
| W5 Composite 2W | -2.25% | 1.85% | -0.59% | 2.35% | 58.78% | 179.35% | 1,233.33% | 8,399.54% |
| W5- 2W-2-50-P16 | -2.31% | 3.74% | -1.09% | 7.97% | 126.22% | 338.62% | 3,429.68% | 36,796.41% |
| W5- 2W-5-50-P16 | -2.23% | 0.84% | -0.33% | -0.73% | 30.57% | 116.44% | 665.42% | 3,501.51% |
| Wize5 - 3W - 5-50 - P9 | -1.37% | -0.42% | -0.57% | 9.74% | 47.44% | 138.98% | 483.16% | 2,667.02% |
| W4 SP500 5-50 M8 with Protection | -13.15% | -3.92% | -13.15% | -3.09% | 48.57% | 158.29% | 765.09% | 4,300.24% |
| WizeFive Composite | -11.31% | -0.41% | -11.31% | 1.21% | 86.50% | 251.71% | 1,414.03% | 11,041.25% |
| S&P 500 | -8.96% | 1.22% | -8.96% | -1.26% | 46.61% | 93.61% | 198.10% | 460.60% |
| MSCI World | -5.37% | 1.90% | -5.37% | 1.48% | 42.29% | 86.39% | 139.47% | 292.95% |
| Followjack-2-50-8 | -11.89% | 1.76% | -11.89% | 0.55% | 125.57% | 348.27% | 3,005.90% | 36,271.71% |
| Followjack-5-50-8 | -11.05% | -1.59% | -11.05% | 1.36% | 67.61% | 205.40% | 901.40% | 5,395.61% |
| Année | Wize5 - 3W1W - 5-50 P8 | Wize5 - W - 5 - 50 P5 | Wize5 - W - 5 - 50 - P10 | W5 Composite 2W 100 | W5 SP500 2W-2-100-P16 | W5 2W-5-100-P16 | W5 Composite 2W | W5- 2W-2-50-P16 | W5- 2W-5-50-P16 | Wize5 - 3W - 5-50 - P9 | W4 SP500 5-50 M8 with Protection | WizeFive Composite | S&P 500 | MSCI World | Followjack-2-50-8 | Followjack-5-50-8 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | 23.02% | -19.22% | -8.55% | 0.17% | 44.06% | 0.18% | 4.10% | 10.86% | 0.18% | 16.01% | 7.96% | 35.93% | -4.03% | -7.54% | 52.57% | 27.11% |
| 2001 | -15.27% | -12.38% | -8.28% | -0.04% | 1.24% | -8.30% | -4.88% | -1.04% | -7.08% | -2.61% | -10.63% | -2.52% | -18.07% | -23.07% | 3.47% | -5.84% |
| 2002 | -15.06% | -26.79% | -15.69% | -0.17% | -22.71% | -13.70% | -13.65% | -15.19% | -12.92% | -23.05% | -12.90% | -19.23% | -26.98% | -24.73% | -19.12% | -19.35% |
| 2003 | 25.96% | -4.88% | 24.76% | 0.35% | 41.35% | 33.15% | 36.27% | 40.87% | 33.15% | 23.54% | 43.44% | 37.91% | 5.34% | 8.90% | 25.86% | 44.48% |
| 2004 | 1.43% | 3.78% | 10.39% | 0.09% | 12.35% | 4.00% | 8.20% | 14.38% | 4.59% | 10.74% | -1.40% | -0.03% | 1.24% | 7.89% | -4.25% | 1.84% |
| 2005 | 23.86% | 21.75% | 34.18% | 0.24% | 22.28% | 26.83% | 29.14% | 32.96% | 26.83% | 19.20% | 27.37% | 34.09% | 17.80% | 23.58% | 34.08% | 33.80% |
| 2006 | 22.84% | 4.95% | 12.06% | 0.06% | 4.38% | 4.66% | 5.38% | 5.94% | 4.80% | 9.95% | 14.60% | 16.54% | 1.97% | 5.75% | 21.24% | 13.82% |
| 2007 | 26.02% | 0.97% | 4.18% | 0.25% | 34.37% | 22.24% | 27.69% | 37.85% | 22.24% | 20.56% | 16.38% | 18.73% | -6.34% | -3.27% | 21.76% | 16.86% |
| 2008 | -16.05% | -16.46% | -22.39% | -0.19% | -16.33% | -19.31% | -18.03% | -15.65% | -19.31% | -22.05% | -11.27% | -14.20% | -35.70% | -39.40% | -17.23% | -12.59% |
| 2009 | 24.89% | 15.60% | 47.47% | 0.21% | 20.22% | 18.82% | 19.87% | 20.91% | 18.82% | 12.40% | 21.11% | 22.68% | 20.30% | 23.74% | 24.53% | 21.12% |
| 2010 | 28.43% | -2.59% | 3.54% | 0.27% | 40.65% | 20.53% | 25.40% | 35.51% | 19.74% | 24.40% | 16.16% | 32.09% | 20.70% | 17.24% | 49.94% | 22.83% |
| 2011 | -8.42% | 0.18% | -1.47% | 0.03% | -7.26% | 4.55% | 0.38% | -7.58% | 4.55% | -2.49% | 3.99% | 1.87% | 3.33% | -4.54% | -1.51% | 3.18% |
| 2012 | 8.35% | 13.77% | 7.98% | 0.11% | 14.05% | 9.20% | 12.46% | 18.55% | 9.20% | 9.44% | 5.86% | 13.08% | 11.36% | 11.14% | 30.34% | 4.45% |
| 2013 | 62.47% | 18.36% | 50.89% | 0.74% | 176.52% | 66.06% | 97.58% | 170.42% | 64.63% | 71.24% | 57.96% | 85.74% | 24.33% | 19.06% | 128.76% | 63.26% |
| 2014 | 15.81% | 10.84% | 17.02% | 0.14% | 14.74% | 12.03% | 13.26% | 15.01% | 12.03% | 27.43% | 24.90% | 20.39% | 26.61% | 16.98% | 20.94% | 19.82% |
| 2015 | 20.04% | 9.34% | 3.54% | 0.32% | 41.71% | 32.25% | 36.39% | 43.79% | 32.25% | 22.25% | 21.26% | 30.24% | 10.63% | 8.38% | 35.93% | 27.19% |
| 2016 | 24.02% | 79.85% | 25.77% | 0.56% | 132.21% | 41.46% | 68.97% | 131.80% | 41.46% | 39.40% | 39.86% | 65.97% | 13.37% | 7.51% | 112.05% | 44.63% |
| 2017 | 11.78% | 25.25% | -2.19% | 0.12% | 12.87% | 10.38% | 15.44% | 15.66% | 15.00% | 8.31% | 20.50% | 9.93% | 3.96% | 5.14% | 4.29% | 12.86% |
| 2018 | 8.88% | 33.07% | 9.55% | 0.21% | 21.54% | 20.02% | 28.65% | 28.83% | 28.19% | 22.64% | 22.51% | 29.89% | -1.46% | -5.91% | 46.49% | 21.50% |
| 2019 | 8.07% | 60.07% | 18.61% | 0.23% | 28.35% | 22.89% | 22.27% | 20.84% | 22.89% | 12.83% | 25.15% | 25.37% | 31.79% | 28.02% | 26.41% | 24.59% |
| 2020 | 47.67% | 101.82% | 26.70% | 0.68% | 140.63% | 57.47% | 83.80% | 141.82% | 57.47% | 38.34% | 55.49% | 84.43% | 17.15% | 15.39% | 129.22% | 62.92% |
| 2021 | 40.36% | 78.87% | 32.93% | 0.28% | 22.69% | 31.93% | 31.12% | 25.10% | 34.09% | 38.86% | 43.25% | 37.12% | 37.94% | 36.39% | 28.74% | 41.43% |
| 2022 | -11.94% | -11.61% | -10.70% | -0.04% | -1.92% | -5.68% | -4.64% | -2.78% | -5.68% | -13.26% | -10.47% | -6.89% | -19.74% | -20.09% | -7.10% | -6.81% |
| 2023 | 28.93% | 71.87% | 30.97% | 0.33% | 66.61% | 22.71% | 36.35% | 65.34% | 22.71% | 26.55% | 29.49% | 49.13% | 20.06% | 16.74% | 73.66% | 37.16% |
| 2024 | 28.74% | 48.97% | 25.56% | 0.42% | 90.79% | 27.13% | 28.50% | 49.87% | 17.92% | 29.11% | 37.78% | 46.76% | 35.10% | 28.73% | 55.76% | 41.83% |
| 2025 | -4.27% | 10.75% | -7.20% | 0.05% | 2.98% | 4.01% | -2.25% | -2.31% | -2.23% | -1.37% | -13.15% | -11.31% | -8.96% | -5.37% | -11.89% | -11.05% |