| 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 | 10,552.15 | 7,791,421.50 | 414,862.96 | 1,130,041.30 | 5,855,258.84 | 427,375.46 | 327,091.10 | 533,555.25 | 1,680,687.06 | 35,276.51 | 25,753.86 | 5,276,204.97 | 833,872.41 |
| Annualized Return | 14.56% | 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 Deviation | 3.58% | 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 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 | 1.03 | 1.12 | 0.38 | 0.31 | 1.06 | 1.10 |
| Sortino Ratio | 0.95 | 0.62 | 0.49 | 1.06 | 1.15 | 0.93 | 1.06 | 1.15 | 0.95 | 1.12 | 1.58 | 1.72 | 0.51 | 0.41 | 1.67 | 1.68 |
| Universe | YTD | 3M | 6M | 12M | 36M | 60M | 120M | 240M |
|---|---|---|---|---|---|---|---|---|
| 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 P5 | 10.75% | 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 100 | 0.02% | -0.05% | 0.16% | 0.32% | 0.71% | 1.50% | 3.01% | 5.13% |
| W5 SP500 2W-2-100-P16 | 0.21% | -11.49% | 25.24% | 59.97% | 202.68% | 635.93% | 4,508.54% | 45,054.76% |
| W5 2W-5-100-P16 | 1.94% | -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% |
| 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 | -4.27% | 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% |