| 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 | 308,359.95 | 436,560.20 | 128,363.40 | 10,548.69 | 7,378,722.19 | 406,561.78 | 1,102,765.18 | 5,645,810.56 | 419,786.97 | 328,474.64 | 551,570.65 | 1,716,851.50 | 37,328.06 | 26,762.76 | 5,304,019.25 | 859,292.87 |
| Annualized Return | 14.54% | 16.13% | 10.64% | 0.21% | 29.89% | 15.81% | 20.47% | 28.52% | 15.95% | 14.88% | 17.27% | 22.69% | 5.37% | 3.99% | 28.31% | 19.36% |
| Standard Deviation | 3.58% | 2.72% | 2.29% | 0.04% | 5.82% | 3.64% | 4.18% | 5.58% | 3.63% | 4.01% | 4.84% | 5.78% | 4.43% | 4.10% | 7.79% | 5.00% |
| Best Month | 17.74% | 30.08% | 15.46% | 0.19% | 29.58% | 15.38% | 18.53% | 29.58% | 15.38% | 15.78% | 23.67% | 26.98% | 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% | -24.76% | -66.06% | -60.52% | -26.91% | -28.32% |
| Sharpe Ratio | 0.65 | 0.39 | 0.33 | 0.72 | 0.75 | 0.65 | 0.73 | 0.76 | 0.66 | 0.78 | 1.04 | 1.12 | 0.39 | 0.32 | 1.06 | 1.11 |
| Sortino Ratio | 0.95 | 0.62 | 0.49 | 1.06 | 1.15 | 0.92 | 1.06 | 1.14 | 0.95 | 1.12 | 1.59 | 1.73 | 0.53 | 0.43 | 1.67 | 1.69 |
| Universe | YTD | 3M | 6M | 12M | 36M | 60M | 120M | 240M |
|---|---|---|---|---|---|---|---|---|
| Wize5 - 3W1W - 5-50 P8 | -4.66% | -6.24% | 4.22% | 6.63% | 47.90% | 158.34% | 412.01% | 2,732.14% |
| Wize5 - W - 5 - 50 P5 | 9.70% | 11.86% | 35.58% | 29.25% | 173.31% | 691.37% | 4,286.49% | 8,647.86% |
| Wize5 - W - 5 - 50 - P10 | -7.66% | -6.20% | 0.98% | 3.16% | 35.93% | 110.92% | 276.16% | 1,285.02% |
| W5 Composite 2W 100 | -0.01% | 0.02% | 0.25% | 0.24% | 0.68% | 1.50% | 2.96% | 5.09% |
| W5 SP500 2W-2-100-P16 | -5.10% | -0.97% | 40.49% | 45.00% | 189.45% | 610.46% | 4,010.67% | 42,502.14% |
| W5 2W-5-100-P16 | -0.10% | 2.95% | 16.38% | 12.01% | 44.53% | 180.25% | 708.30% | 3,692.49% |
| W5 Composite 2W | -4.03% | -2.39% | 7.80% | 5.86% | 57.69% | 239.36% | 1,271.76% | 8,773.78% |
| W5- 2W-2-50-P16 | -5.83% | -4.66% | 12.13% | 14.08% | 123.27% | 457.36% | 3,240.92% | 37,514.25% |
| W5- 2W-5-50-P16 | -3.05% | -1.16% | 5.39% | 1.43% | 30.10% | 156.41% | 723.01% | 3,708.59% |
| Wize5 - 3W - 5-50 - P9 | -0.96% | -0.15% | 13.32% | 20.06% | 46.25% | 161.01% | 504.91% | 2,699.48% |
| W4 SP500 5-50 M8 with Protection | -9.61% | -9.61% | 7.24% | 3.94% | 53.03% | 199.83% | 778.59% | 4,573.88% |
| WizeFive Composite | -10.94% | -10.94% | 4.75% | 7.93% | 85.63% | 303.29% | 1,406.94% | 11,954.64% |
| S&P 500 | -10.06% | -10.06% | -1.27% | 5.19% | 19.93% | 130.54% | 183.17% | 498.56% |
| MSCI World | -7.13% | -7.13% | -0.53% | 5.03% | 14.93% | 118.92% | 125.82% | 312.38% |
| Followjack-2-50-8 | -13.41% | -13.41% | -0.05% | 10.27% | 119.13% | 421.12% | 2,836.82% | 37,342.44% |
| Followjack-5-50-8 | -9.61% | -9.61% | 7.24% | 6.45% | 69.06% | 247.54% | 924.27% | 6,007.96% |
| 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% | 30.43% | -4.03% | -7.54% | 35.79% | 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% | -5.30% | -18.07% | -23.07% | -4.48% | -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% | -16.99% | -26.98% | -24.73% | -12.61% | -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% | 1.91% | 3.33% | -4.54% | -1.51% | 3.24% |
| 2012 | 8.35% | 13.77% | 7.98% | 0.11% | 14.05% | 9.20% | 12.46% | 18.55% | 9.20% | 9.44% | 5.86% | 14.70% | 11.36% | 11.14% | 30.34% | 6.79% |
| 2013 | 62.47% | 18.36% | 50.89% | 0.74% | 176.52% | 66.06% | 97.58% | 170.42% | 64.63% | 71.24% | 57.96% | 83.62% | 24.33% | 19.06% | 128.76% | 60.47% |
| 2014 | 15.81% | 10.84% | 17.02% | 0.14% | 14.74% | 12.03% | 13.26% | 15.01% | 12.03% | 27.43% | 24.90% | 23.84% | 26.61% | 16.98% | 20.94% | 25.13% |
| 2015 | 20.04% | 9.34% | 3.54% | 0.32% | 41.71% | 32.25% | 36.39% | 43.79% | 32.25% | 22.25% | 21.26% | 28.64% | 10.63% | 8.38% | 35.93% | 24.78% |
| 2016 | 24.02% | 79.85% | 25.77% | 0.56% | 132.21% | 41.46% | 68.97% | 131.80% | 41.46% | 39.40% | 39.86% | 67.42% | 13.37% | 7.51% | 112.05% | 46.55% |
| 2017 | 11.78% | 25.25% | -2.19% | 0.12% | 12.87% | 10.38% | 15.44% | 15.66% | 15.00% | 8.31% | 20.50% | 9.89% | 3.96% | 5.14% | 4.29% | 12.79% |
| 2018 | 8.88% | 33.07% | 9.55% | 0.21% | 21.54% | 20.02% | 28.65% | 28.83% | 28.19% | 22.64% | 22.51% | 30.40% | -1.46% | -5.91% | 46.49% | 22.23% |
| 2019 | 8.07% | 60.07% | 18.61% | 0.23% | 28.35% | 22.89% | 22.27% | 20.84% | 22.89% | 12.83% | 25.15% | 25.55% | 31.79% | 28.02% | 26.41% | 24.86% |
| 2020 | 47.67% | 101.82% | 26.70% | 0.68% | 140.63% | 57.47% | 83.80% | 141.82% | 57.47% | 38.34% | 55.49% | 85.31% | 17.15% | 15.39% | 129.22% | 64.12% |
| 2021 | 40.36% | 78.87% | 32.93% | 0.28% | 22.69% | 31.93% | 31.12% | 25.10% | 34.09% | 38.86% | 43.25% | 37.82% | 37.94% | 36.39% | 28.74% | 42.54% |
| 2022 | -11.94% | -11.61% | -10.70% | -0.04% | -1.92% | -5.68% | -4.64% | -2.78% | -5.68% | -13.26% | -10.47% | -7.70% | -19.74% | -20.09% | -7.10% | -8.05% |
| 2023 | 28.93% | 71.87% | 30.97% | 0.33% | 66.61% | 22.71% | 36.35% | 65.34% | 22.71% | 26.55% | 29.49% | 48.86% | 20.06% | 16.74% | 73.66% | 36.78% |
| 2024 | 28.74% | 48.97% | 25.56% | 0.42% | 90.79% | 27.13% | 28.50% | 49.87% | 17.92% | 29.11% | 37.78% | 46.27% | 35.10% | 28.73% | 55.76% | 41.10% |
| 2025 | -4.66% | 9.70% | -7.66% | -0.01% | -5.10% | -0.10% | -4.03% | -5.83% | -3.05% | -0.96% | -9.61% | -10.94% | -10.06% | -7.13% | -13.41% | -9.61% |