Résumé des Performances

AMD: $259.65 ▲ 3.53 (1.38%)AVGO: $362.55 ▼ -7.08 (-1.92%)GOOG: $284.12 ▲ 2.30 (0.82%)GOOGL: $283.72 ▲ 2.53 (0.90%)NVDA: $206.88 ▲ 4.39 (2.17%)PLTR: $207.18 ▲ 6.71 (3.35%)TSLA: $468.37 ▲ 11.81 (2.59%)ACN: $248.44 ▼ -1.66 (-0.66%)LIN: $412.18 ▼ -6.12 (-1.46%)PM: $144.60 ▲ 0.27 (0.19%)T: $24.53 ▼ -0.22 (-0.89%)TXN: $161.46 ▲ 0.00 (0.00%)USDEUR: $0.87 ▲ 0.00 (0.03%)XAUUSD: $3,998.45 ▼ -3.16 (-0.08%)CAT: $570.59 ▼ -6.67 (-1.16%)LRCX: $161.24 ▲ 3.78 (2.40%)MU: $234.70 ▲ 10.93 (4.88%)IEF: $96.50 ▼ -0.35 (-0.36%)TLT: $89.74 ▼ -0.55 (-0.61%)AAPL: $269.05 ▼ -1.32 (-0.49%)GE: $308.62 ▼ -0.33 (-0.11%)ORCL: $257.85 ▼ -4.76 (-1.81%)RTX: $177.04 ▼ -1.46 (-0.82%)INTC: $39.50 ▼ -0.49 (-1.23%)TMO: $564.88 ▼ -2.51 (-0.44%)ABBN.SW: $59.40 ▼ -0.26 (-0.44%)AIR.PA: $214.15 ▲ 0.75 (0.35%)ASML.AS: $926.50 ▲ 8.40 (0.91%)AZN.L: $12,364.00 ▼ -106.00 (-0.85%)BBVA.MC: $17.30 ▼ -0.14 (-0.77%)EL.PA: $317.00 ▼ -0.30 (-0.09%)GLEN.L: $356.75 ▼ -7.70 (-2.11%)GSK.L: $1,757.00 ▼ -23.50 (-1.32%)HSBA.L: $1,069.00 ▲ 5.60 (0.53%)INGA.AS: $21.91 ▲ 0.19 (0.87%)MC.PA: $616.80 ▲ 4.70 (0.77%)RIO.L: $5,360.00 ▼ -126.00 (-2.30%)SAF.PA: $310.30 ▲ 2.40 (0.78%)SAN.MC: $8.85 ▲ 0.02 (0.24%)SIE.DE: $247.20 ▲ 1.65 (0.67%)IBM: $304.73 ▼ -2.68 (-0.87%)ISRG: $544.21 ▲ 9.93 (1.86%)LLY: $896.53 ▲ 33.67 (3.90%)WDC: $158.02 ▲ 7.81 (5.20%)AMZN: $254.00 ▲ 9.78 (4.00%)MSFT: $517.03 ▼ -0.78 (-0.15%)

Sélectionnez un Univers et une Période

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	348,412.79	645,513.11	140,121.87	10,577.65	8,865,985.74	542,908.59	1,120,788.88	5,030,731.33	455,764.02	330,235.74	670,799.73	1,960,489.92	43,081.03	30,473.81	6,388,745.55	948,139.88
Annualized Return	14.73%	17.57%	10.80%	0.22%	30.16%	16.78%	20.11%	27.33%	15.99%	14.55%	17.74%	22.75%	5.84%	4.42%	28.51%	19.34%
Standard Deviation	3.54%	2.58%	2.29%	0.04%	5.82%	3.73%	4.28%	5.69%	3.73%	4.02%	4.89%	5.79%	4.31%	3.99%	7.84%	4.98%
Best Month	17.98%	22.47%	15.46%	0.21%	29.58%	19.71%	21.19%	29.58%	19.71%	15.98%	23.67%	26.65%	13.44%	11.55%	38.49%	23.67%
Worst Month	-12.85%	-10.92%	-16.68%	-0.15%	-21.57%	-13.61%	-15.18%	-21.57%	-13.61%	-11.27%	-12.08%	-13.22%	-12.61%	-13.43%	-17.02%	-12.08%
Maximum Drawdown	-36.62%	-50.88%	-48.08%	-0.36%	-35.60%	-31.82%	-32.51%	-35.60%	-31.82%	-40.47%	-29.20%	-24.77%	-66.06%	-60.52%	-26.69%	-28.32%
Sharpe Ratio	0.63	0.43	0.34	0.73	0.76	0.67	0.70	0.72	0.64	0.75	1.06	1.12	0.43	0.35	1.06	1.11
Sortino Ratio	0.92	0.67	0.50	1.08	1.16	0.97	1.02	1.09	0.93	1.08	1.62	1.73	0.57	0.47	1.67	1.69

Performance sur différentes périodes

Universe	YTD	3M	6M	12M	36M	60M	120M	240M
Wize5 - 3W1W - 5-50 P8	-5.26%	8.08%	8.08%	7.71%	48.91%	109.04%	466.19%	2,302.81%
Wize5 - W - 5 - 50 P5	0.07%	6.04%	6.04%	23.33%	131.61%	418.73%	3,789.69%	8,335.87%
Wize5 - W - 5 - 50 - P10	0.79%	8.75%	8.75%	12.49%	52.75%	105.48%	319.50%	1,075.05%
W5 Composite 2W 100	0.08%	0.10%	0.12%	0.37%	0.77%	1.28%	2.95%	5.06%
W5 SP500 2W-2-100-P16	14.03%	10.75%	13.81%	75.20%	244.97%	484.22%	4,529.70%	43,245.51%
W5 2W-5-100-P16	1.89%	8.45%	10.65%	23.94%	49.80%	130.85%	653.53%	3,432.68%
W5 Composite 2W	-12.91%	0.72%	0.11%	3.36%	47.46%	135.74%	962.39%	6,404.76%
W5- 2W-2-50-P16	-19.50%	-8.45%	-8.43%	-0.76%	95.74%	231.50%	2,526.98%	24,495.08%
W5- 2W-5-50-P16	-9.27%	5.91%	4.91%	5.38%	25.76%	93.79%	532.58%	2,865.64%
Wize5 - 3W - 5-50 - P9	-13.56%	2.05%	2.05%	-1.09%	33.36%	70.76%	502.12%	2,575.04%
W4 SP500 5-50 M8 with Protection	-1.62%	13.32%	12.55%	14.10%	70.08%	154.93%	838.11%	4,246.41%
WizeFive Composite	1.82%	6.85%	16.86%	18.24%	114.07%	237.00%	1,561.90%	10,842.09%
S&P 500	3.80%	6.16%	19.99%	12.48%	54.13%	120.65%	233.06%	525.34%
MSCI World	5.75%	6.03%	17.40%	13.01%	49.88%	112.99%	168.91%	318.85%
Followjack-2-50-8	-2.74%	0.68%	13.05%	12.94%	153.07%	290.92%	3,136.75%	32,373.47%
Followjack-5-50-8	4.23%	10.28%	18.86%	20.88%	94.62%	208.31%	1,029.58%	5,570.21%

Performance par Année et par Universe

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	24.97%	-12.95%	-8.55%	0.31%	44.06%	21.62%	29.69%	44.06%	21.62%	11.40%	20.29%	35.93%	-4.03%	-7.54%	52.57%	27.11%
2001	-9.14%	-10.10%	-8.28%	-0.01%	1.24%	-4.09%	-2.11%	1.24%	-4.09%	-7.01%	-4.39%	-2.52%	-7.44%	-13.09%	3.47%	-5.84%
2002	-18.46%	-26.14%	-15.69%	-0.22%	-22.71%	-19.69%	-20.69%	-22.71%	-19.69%	-22.93%	-19.46%	-19.35%	-35.36%	-33.37%	-19.46%	-19.35%
2003	26.14%	2.52%	24.76%	0.35%	41.35%	33.52%	36.68%	41.35%	33.52%	23.65%	42.84%	37.67%	5.34%	8.90%	25.23%	44.48%
2004	4.76%	13.96%	10.39%	0.08%	12.35%	3.13%	6.52%	12.35%	3.13%	13.17%	-0.94%	1.13%	1.24%	7.89%	-1.12%	1.84%
2005	31.75%	27.01%	34.18%	0.27%	22.28%	33.13%	29.45%	22.28%	33.13%	22.88%	34.33%	34.24%	17.80%	23.58%	34.33%	33.80%
2006	18.89%	2.72%	12.06%	0.06%	4.38%	4.07%	4.34%	4.38%	4.07%	8.51%	14.82%	16.53%	1.97%	5.75%	21.18%	13.82%
2007	19.09%	4.97%	4.18%	0.26%	34.37%	23.79%	27.59%	34.37%	23.79%	20.60%	18.60%	17.72%	-6.34%	-3.27%	18.84%	16.86%
2008	-18.88%	-13.37%	-22.39%	-0.18%	-16.33%	-18.57%	-17.77%	-16.33%	-18.57%	-23.07%	-10.69%	-14.20%	-35.70%	-39.40%	-17.26%	-12.59%
2009	27.45%	34.32%	47.47%	0.22%	20.22%	20.93%	21.02%	20.22%	20.93%	25.28%	21.29%	22.50%	20.30%	23.74%	24.03%	21.12%
2010	24.05%	-0.84%	3.54%	0.27%	40.65%	19.62%	26.98%	40.65%	19.62%	21.17%	14.72%	32.04%	20.70%	17.24%	49.76%	22.83%
2011	-9.61%	-1.65%	-1.47%	0.04%	-7.26%	5.25%	0.95%	-7.26%	5.25%	-4.12%	3.83%	2.00%	3.33%	-4.54%	-1.17%	3.18%
2012	6.04%	7.70%	7.98%	0.09%	14.05%	6.47%	9.15%	14.05%	6.47%	8.84%	3.56%	9.78%	11.36%	11.14%	19.83%	4.45%
2013	69.05%	21.58%	50.89%	0.75%	176.52%	66.65%	100.73%	176.52%	66.65%	71.90%	58.16%	86.19%	24.33%	19.06%	130.15%	63.26%
2014	15.30%	13.05%	17.02%	0.14%	14.74%	13.45%	14.11%	14.74%	13.45%	23.43%	19.61%	21.86%	26.61%	16.98%	24.96%	19.82%
2015	21.23%	7.67%	3.54%	0.34%	41.71%	35.92%	38.10%	41.71%	35.92%	27.51%	23.88%	30.12%	10.63%	8.38%	35.58%	27.19%
2016	26.38%	75.64%	25.77%	0.55%	132.21%	39.96%	67.90%	132.21%	39.96%	40.11%	38.73%	66.32%	13.37%	7.51%	113.32%	44.63%
2017	10.30%	24.77%	-2.19%	0.12%	12.87%	10.44%	11.49%	12.87%	10.44%	10.55%	21.04%	9.96%	3.96%	5.14%	4.35%	12.86%
2018	11.65%	33.01%	9.55%	0.21%	21.54%	19.84%	20.66%	21.54%	19.84%	22.25%	20.73%	29.59%	-1.46%	-5.91%	45.51%	21.50%
2019	12.65%	61.02%	18.61%	0.23%	28.35%	22.28%	24.45%	28.35%	22.28%	18.37%	24.88%	25.27%	31.79%	28.02%	26.09%	24.59%
2020	47.52%	108.35%	26.70%	0.68%	140.63%	56.92%	83.07%	140.63%	56.92%	49.34%	54.36%	83.73%	17.15%	15.39%	126.80%	62.92%
2021	44.93%	86.88%	32.93%	0.28%	22.69%	31.96%	28.88%	22.69%	31.96%	36.34%	42.13%	37.34%	37.94%	36.39%	29.31%	41.43%
2022	-11.98%	-15.40%	-10.70%	-0.03%	-1.92%	-4.14%	-3.34%	-1.92%	-4.14%	-11.98%	-9.22%	-6.87%	-19.74%	-20.09%	-7.03%	-6.81%
2023	27.39%	63.28%	30.97%	0.33%	66.61%	22.30%	36.43%	66.61%	22.30%	24.75%	30.09%	49.41%	20.06%	16.74%	74.60%	37.16%
2024	31.97%	52.78%	25.56%	0.43%	90.79%	29.12%	32.27%	53.35%	21.72%	28.70%	38.45%	46.94%	35.10%	28.73%	56.30%	41.83%
2025	-5.26%	0.07%	0.79%	0.08%	14.03%	1.89%	-12.91%	-19.50%	-9.27%	-13.56%	-1.62%	1.82%	3.80%	5.75%	-2.74%	4.23%