AVGO: $283.34 ▼ -3.11 (-1.09%)GE: $263.27 ▲ 2.99 (1.15%)NFLX: $1,209.24 ▼ -64.93 (-5.10%)ORCL: $245.45 ▼ -3.30 (-1.33%)PLTR: $153.52 ▼ -0.47 (-0.31%)ACN: $282.44 ▼ -0.26 (-0.09%)INTU: $752.63 ▼ -2.74 (-0.36%)MRK: $79.96 ▼ -1.56 (-1.91%)PEP: $143.24 ▼ -2.20 (-1.51%)PM: $178.73 ▼ -0.44 (-0.25%)TMO: $414.75 ▼ -10.23 (-2.41%)UBER: $90.59 ▲ 0.09 (0.10%)UNH: $282.65 ▼ -5.42 (-1.88%)MSCIWORLD: $4,065.68 ▲ 5.17 (0.13%)^GSPC: $6,296.68 ▼ -0.68 (-0.01%)XAUUSD: $3,349.78 ▲ 10.55 (0.32%)ASML.AS: $633.50 ▼ -16.70 (-2.57%)NOVN.SW: $92.29 ▼ -1.05 (-1.12%)OR.PA: $362.55 ▼ -1.50 (-0.41%)SAP.DE: $264.05 ▼ -1.75 (-0.66%)IEF: $94.40 ▲ 0.26 (0.28%)IBM: $285.87 ▲ 3.87 (1.37%)NVDA: $172.41 ▼ -0.59 (-0.34%)AIR.PA: $186.22 ▲ 0.94 (0.51%)BA.L: $1,940.00 ▲ 41.00 (2.16%)BATS.L: $3,812.00 ▼ -1.00 (-0.03%)BBVA.MC: $12.76 ▼ -0.01 (-0.08%)BNP.PA: $77.84 ▲ 0.69 (0.89%)CS.PA: $41.89 ▲ 0.30 (0.72%)DG.PA: $124.80 ▲ 0.40 (0.32%)ENEL.MI: $7.92 ▲ 0.03 (0.41%)IBE.MC: $15.59 ▼ -0.01 (-0.03%)ISP.MI: $4.93 ▲ 0.01 (0.11%)RHM.DE: $1,835.50 ▼ -5.50 (-0.30%)RR.L: $1,005.00 ▼ -5.00 (-0.50%)SAF.PA: $285.30 ▲ 1.50 (0.53%)SAN.MC: $7.25 ▼ -0.04 (-0.49%)SIE.DE: $224.20 ▼ -1.80 (-0.80%)UCG.MI: $58.07 ▲ 0.11 (0.19%)AMD: $156.99 ▼ -3.42 (-2.13%)DIS: $121.42 ▼ -0.79 (-0.65%)JPM: $291.27 ▲ 1.37 (0.47%)META: $704.28 ▲ 2.87 (0.41%)MSFT: $510.05 ▼ -1.65 (-0.32%)ABI.BR: $58.38 ▲ 0.02 (0.03%)BAYN.DE: $27.67 ▼ -0.30 (-1.07%)HSBA.L: $933.00 ▲ 0.30 (0.03%)INGA.AS: $19.64 ▲ 0.07 (0.35%)NG.L: $1,059.50 ▲ 9.50 (0.90%)BA: $229.34 ▼ -1.66 (-0.72%)ENR.DE: $94.02 ▼ -1.52 (-1.59%)USD: $83.21 ▼ -0.79 (-0.94%)GEV: $574.60 ▲ 4.43 (0.78%)GS: $708.26 ▲ 2.42 (0.34%)WFC: $80.64 ▲ 0.93 (1.17%)ABBN.SW: $52.24 ▲ 0.14 (0.27%)BP.L: $399.90 ▲ 2.65 (0.67%)SU.PA: $237.15 ▼ -2.60 (-1.08%)UBSG.SW: $28.93 ▲ 0.08 (0.28%)

Sélectionnez un Univers et une Période

Résumé des Performances

Résumé des Performances

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 Balance10,000.0010,000.0010,000.0010,000.0010,000.0010,000.0010,000.0010,000.0010,000.0010,000.0010,000.0010,000.0010,000.0010,000.0010,000.0010,000.00
End Balance309,615.59440,731.58129,005.2910,554.578,007,033.51423,299.201,123,198.795,857,079.82423,322.66327,091.10529,963.351,734,336.8037,785.2627,270.886,079,450.48809,138.65
Annualized Return14.56%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 Deviation3.58%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 Month17.74%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 Ratio0.650.390.330.730.760.650.730.760.660.781.021.110.390.321.071.09
Sortino Ratio0.950.620.491.061.160.931.061.150.951.121.571.720.530.431.691.66

Performance sur différentes périodes

UniverseYTD3M6M12M36M60M120M240M
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 P510.75%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 1000.05%0.06%0.08%0.24%0.72%1.34%2.96%5.07%
W5 SP500 2W-2-100-P162.98%8.52%7.47%43.41%206.38%486.63%4,428.47%41,824.10%
W5 2W-5-100-P164.01%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%

Performance par Année et par Universe

AnnéeWize5 - 3W1W - 5-50 P8Wize5 - W - 5 - 50 P5Wize5 - W - 5 - 50 - P10W5 Composite 2W 100W5 SP500 2W-2-100-P16W5 2W-5-100-P16W5 Composite 2WW5- 2W-2-50-P16W5- 2W-5-50-P16Wize5 - 3W - 5-50 - P9W4 SP500 5-50 M8 with ProtectionWizeFive CompositeS&P 500MSCI WorldFollowjack-2-50-8Followjack-5-50-8
200023.02%-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%
200325.96%-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%
20041.43%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%
200523.86%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%
200622.84%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%
200726.02%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%
200924.89%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%
201028.43%-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%
20128.35%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%
201362.47%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%
201415.81%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%
201520.04%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%
201624.02%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%
201711.78%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%
20188.88%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%
20198.07%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%
202047.67%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%
202140.36%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%
202328.93%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%
202428.74%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%