AVGO: $264.74 ▼ -10.91 (-3.96%)GE: $249.02 ▼ -8.37 (-3.25%)NFLX: $1,293.60 ▼ -45.53 (-3.40%)ORCL: $218.96 ▲ 0.33 (0.15%)PLTR: $130.68 ▼ -5.64 (-4.14%)INTU: $779.61 ▼ -8.02 (-1.02%)PM: $177.53 ▼ -4.60 (-2.53%)UBER: $92.13 ▼ -1.17 (-1.25%)MSCIWORLD: $4,021.57 ▼ -4.87 (-0.12%)^GSPC: $6,197.58 ▼ -7.37 (-0.12%)XAUUSD: $3,339.43 ▲ 0.90 (0.03%)ASML.AS: $668.20 ▼ -9.40 (-1.39%)NOVN.SW: $97.90 ▲ 1.73 (1.80%)OR.PA: $372.85 ▲ 9.75 (2.69%)SAP.DE: $255.60 ▼ -2.55 (-0.99%)ENR.DE: $92.38 ▼ -5.68 (-5.79%)RHM.DE: $1,702.50 ▼ -94.50 (-5.26%)ZS: $307.32 ▼ -6.62 (-2.11%)GEV: $506.00 ▼ -23.15 (-4.37%)IEF: $95.29 ▼ -0.48 (-0.50%)IBM: $291.20 ▼ -3.58 (-1.21%)NVDA: $153.30 ▼ -4.69 (-2.97%)AIR.PA: $172.32 ▼ -4.94 (-2.79%)BA.L: $1,863.00 ▼ -23.50 (-1.25%)BATS.L: $3,418.00 ▼ -45.00 (-1.30%)BBVA.MC: $12.85 ▼ -0.21 (-1.57%)BNP.PA: $75.20 ▼ -1.12 (-1.47%)CS.PA: $41.06 ▼ -0.61 (-1.46%)DG.PA: $125.45 ▲ 0.35 (0.28%)ENEL.MI: $8.24 ▲ 0.19 (2.31%)IBE.MC: $16.39 ▲ 0.10 (0.58%)ISP.MI: $4.85 ▼ -0.05 (-0.95%)RR.L: $939.60 ▼ -28.00 (-2.89%)SAF.PA: $264.90 ▼ -11.00 (-3.99%)SAN.MC: $6.97 ▼ -0.06 (-0.88%)SIE.DE: $215.65 ▼ -2.00 (-0.92%)UCG.MI: $55.93 ▼ -0.98 (-1.72%)AMD: $136.11 ▼ -5.79 (-4.08%)DIS: $123.49 ▼ -0.52 (-0.42%)JPM: $290.41 ▲ 0.50 (0.17%)META: $719.22 ▼ -18.87 (-2.56%)MSFT: $492.05 ▼ -5.36 (-1.08%)ABI.BR: $59.22 ▲ 0.98 (1.68%)BAYN.DE: $26.46 ▲ 0.93 (3.62%)HSBA.L: $870.60 ▼ -11.20 (-1.27%)INGA.AS: $18.63 ▲ 0.00 (0.01%)NG.L: $1,073.00 ▲ 11.50 (1.08%)GS: $706.46 ▼ -1.29 (-0.18%)SU.PA: $222.35 ▼ -3.45 (-1.53%)

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%-3.42%-4.27%3.68%52.08%150.48%398.03%2,494.78%
Wize5 - W - 5 - 50 P510.75%2.00%10.75%22.12%184.01%613.40%4,191.74%8,039.64%
Wize5 - W - 5 - 50 - P10-7.20%-1.17%-7.20%-0.17%42.16%115.68%278.57%1,093.74%
W5 Composite 2W 1000.05%0.05%0.05%0.25%0.74%1.44%2.99%5.08%
W5 SP500 2W-2-100-P162.98%7.56%2.98%47.04%211.59%572.87%4,529.11%42,199.70%
W5 2W-5-100-P164.01%4.12%4.01%13.96%51.60%162.97%697.59%3,660.04%
W5 Composite 2W-2.25%1.85%-2.25%3.71%61.04%207.87%1,268.02%8,582.04%
W5- 2W-2-50-P16-2.31%3.74%-2.31%10.66%130.22%404.11%3,511.14%37,999.61%
W5- 2W-5-50-P16-2.23%0.84%-2.23%-0.04%32.18%133.04%686.56%3,557.24%
Wize5 - 3W - 5-50 - P9-1.37%-0.33%-1.37%9.54%48.91%138.98%483.16%2,672.24%
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%98.17%198.10%460.60%
MSCI World-5.37%1.90%-5.37%1.48%42.29%91.21%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%