KO: $71.80 ▼ -0.20 (-0.28%)LLY: $751.36 ▼ -6.03 (-0.80%)NFLX: $1,188.38 ▼ -3.15 (-0.26%)PM: $172.80 ▲ 2.36 (1.38%)WMT: $98.07 ▼ -0.17 (-0.17%)ADBE: $420.70 ▲ 3.58 (0.86%)AMD: $114.76 ▼ -2.41 (-2.06%)PGR: $288.81 ▲ 2.78 (0.97%)PLTR: $126.42 ▼ -3.10 (-2.39%)T: $27.96 ▲ 0.24 (0.85%)TMO: $413.12 ▲ 1.06 (0.26%)TXN: $188.36 ▼ -0.14 (-0.07%)UBER: $92.22 ▲ 0.43 (0.47%)UNH: $313.87 ▲ 21.96 (7.52%)XAUUSD: $3,227.45 ▲ 23.97 (0.75%)ALV.DE: $351.60 ▲ 0.40 (0.11%)BATS.L: $3,224.00 ▲ 37.00 (1.16%)BBVA.MC: $13.47 ▲ 0.07 (0.49%)BNP.PA: $77.15 ▼ -2.24 (-2.82%)CS.PA: $41.67 ▲ 0.42 (1.02%)DG.PA: $127.55 ▲ 0.30 (0.24%)ENEL.MI: $8.01 ▲ 0.06 (0.73%)IBE.MC: $15.82 ▲ 0.05 (0.32%)ISP.MI: $4.86 ▼ -0.12 (-2.32%)MUV2.DE: $577.20 ▲ 10.00 (1.76%)NG.L: $1,070.00 ▲ 8.50 (0.80%)OR.PA: $378.55 ▲ 4.70 (1.26%)RR.L: $819.20 ▲ 9.60 (1.19%)SAP.DE: $265.45 ▼ -0.80 (-0.30%)UCG.MI: $57.20 ▲ 0.72 (1.27%)IEF: $93.79 ▼ -0.19 (-0.20%)ABT: $135.18 ▲ 0.38 (0.28%)COST: $1,031.28 ▲ 5.45 (0.53%)GE: $234.99 ▲ 3.21 (1.38%)MCD: $320.56 ▲ 1.95 (0.61%)V: $368.86 ▲ 3.74 (1.02%)SAN.MC: $6.94 ▲ 0.03 (0.43%)BRK-B: $513.08 ▼ -1.23 (-0.24%)AI.PA: $185.08 ▼ -1.56 (-0.84%)REL.L: $4,106.00 ▲ 7.00 (0.17%)GSK.L: $1,396.50 ▲ 2.00 (0.14%)NESN.SW: $87.25 ▲ 0.77 (0.89%)AVGO: $230.79 ▲ 2.18 (0.95%)IBM: $268.83 ▲ 2.07 (0.78%)INTU: $673.64 ▲ 3.36 (0.50%)JPM: $265.51 ▼ -2.06 (-0.77%)MA: $587.68 ▲ 4.40 (0.75%)BA: $204.91 ▼ -0.92 (-0.44%)ENR.DE: $78.14 ▲ 2.68 (3.55%)GLE.PA: $48.94 ▲ 0.62 (1.28%)RHM.DE: $1,752.50 ▲ 29.50 (1.71%)APP: $375.55 ▲ 13.21 (3.65%)GEV: $444.71 ▲ 16.65 (3.89%)HWM: $166.09 ▲ 3.29 (2.02%)MSFT: $458.95 ▲ 4.68 (1.03%)TSLA: $342.23 ▼ -7.75 (-2.21%)DIS: $112.94 ▼ -0.48 (-0.42%)NOW: $1,028.14 ▼ -12.04 (-1.16%)NVDA: $135.42 ▲ 0.02 (0.01%)ABI.BR: $60.74 ▲ 0.42 (0.70%)BA.L: $1,777.00 ▲ 14.50 (0.82%)SAF.PA: $259.10 ▲ 3.00 (1.17%)SIE.DE: $221.80 ▲ 1.85 (0.84%)

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 Balance309,615.59440,731.58129,005.2910,552.157,791,421.50414,862.961,130,041.305,855,258.84427,375.46327,091.10533,555.251,680,687.0635,276.5125,753.865,276,204.97833,872.41
Annualized Return14.56%16.18%10.66%0.21%30.06%15.84%20.52%28.60%15.98%14.81%17.12%22.58%5.14%3.83%28.28%19.22%
Standard Deviation3.58%2.72%2.29%0.04%5.81%3.63%4.17%5.57%3.62%4.01%4.84%5.78%4.43%4.10%7.77%5.00%
Best Month17.74%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 Ratio0.650.390.330.720.750.650.730.760.660.781.031.120.380.311.061.10
Sortino Ratio0.950.620.491.061.150.931.061.150.951.121.581.720.510.411.671.68

Performance sur différentes périodes

UniverseYTD3M6M12M36M60M120M240M
Wize5 - 3W1W - 5-50 P8-4.27%-3.88%8.77%9.11%48.54%167.83%418.79%2,724.81%
Wize5 - W - 5 - 50 P510.75%8.57%27.03%42.28%176.95%652.79%4,387.03%8,578.90%
Wize5 - W - 5 - 50 - P10-7.20%-6.40%-2.06%3.77%37.84%110.03%282.18%1,237.91%
W5 Composite 2W 1000.02%-0.05%0.16%0.32%0.71%1.50%3.01%5.13%
W5 SP500 2W-2-100-P160.21%-11.49%25.24%59.97%202.68%635.93%4,508.54%45,054.76%
W5 2W-5-100-P161.94%-1.83%11.23%19.71%47.05%173.97%726.07%3,805.35%
W5 Composite 2W-1.65%0.57%7.55%13.50%60.74%235.85%1,337.70%9,082.04%
W5- 2W-2-50-P16-2.34%1.34%13.84%23.53%129.31%466.70%3,589.62%39,334.63%
W5- 2W-5-50-P16-1.30%0.16%4.20%8.16%32.07%150.09%739.16%3,812.93%
Wize5 - 3W - 5-50 - P9-1.37%-1.57%5.57%18.21%43.59%150.89%507.22%2,817.10%
W4 SP500 5-50 M8 with Protection-12.56%-12.93%1.29%8.04%47.82%184.16%805.92%4,540.60%
WizeFive Composite-12.82%-12.61%1.17%13.05%81.35%279.21%1,477.39%12,211.54%
S&P 500-15.00%-17.20%-7.89%3.35%18.42%92.05%177.01%473.18%
MSCI World-10.63%-13.91%-4.50%4.70%15.10%88.85%122.07%303.75%
Followjack-2-50-8-13.87%-12.60%0.04%16.48%117.33%392.47%3,042.21%39,255.26%
Followjack-5-50-8-12.29%-12.65%1.62%11.00%63.81%225.88%959.48%6,042.09%

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%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%
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%1.91%3.33%-4.54%-1.51%3.24%
20128.35%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%
201362.47%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%
201415.81%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%
201520.04%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%
201624.02%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%
201711.78%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%
20188.88%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%
20198.07%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%
202047.67%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%
202140.36%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%
202328.93%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%
202428.74%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%
2025-4.27%10.75%-7.20%0.02%0.21%1.94%-1.65%-2.34%-1.30%-1.37%-12.56%-12.82%-15.00%-10.63%-13.87%-12.29%