| 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 | 344,306.72 | 571,693.56 | 126,190.85 | 10,582.31 | 11,043,984.67 | 519,927.45 | 1,148,911.43 | 6,078,966.68 | 427,237.20 | 342,037.85 | 691,570.92 | 2,154,754.02 | 43,144.79 | 30,518.13 | 7,073,545.49 | 1,037,641.42 |
| Annualized Return | 14.68% | 16.96% | 10.31% | 0.22% | 31.16% | 16.53% | 20.16% | 28.16% | 15.64% | 14.70% | 17.88% | 23.20% | 5.84% | 4.43% | 29.02% | 19.75% |
| Standard Deviation | 3.52% | 2.58% | 2.28% | 0.04% | 5.80% | 3.71% | 4.26% | 5.67% | 3.72% | 4.01% | 4.89% | 5.75% | 4.30% | 3.99% | 7.80% | 4.95% |
| Best Month | 17.98% | 22.47% | 15.27% | 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% | -21.35% | -13.61% | -15.02% | -21.35% | -13.61% | -11.11% | -11.05% | -12.44% | -12.61% | -13.43% | -16.77% | -11.05% |
| 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 | 0.42 | 0.33 | 0.74 | 0.78 | 0.67 | 0.70 | 0.74 | 0.63 | 0.76 | 1.07 | 1.15 | 0.43 | 0.35 | 1.07 | 1.13 |
| Sortino Ratio | 0.92 | 0.65 | 0.48 | 1.09 | 1.20 | 0.96 | 1.03 | 1.12 | 0.91 | 1.10 | 1.64 | 1.77 | 0.57 | 0.47 | 1.70 | 1.74 |
| Universe | YTD | 3M | 6M | 12M | 36M | 60M | 120M | 240M |
|---|---|---|---|---|---|---|---|---|
| Wize5 - 3W1W - 5-50 P8 | -5.49% | 9.20% | 7.61% | -2.72% | 53.07% | 111.71% | 420.18% | 2,269.53% |
| Wize5 - W - 5 - 50 P5 | -4.98% | -3.04% | 0.79% | -8.69% | 132.17% | 310.85% | 3,665.72% | 7,213.43% |
| Wize5 - W - 5 - 50 - P10 | -4.33% | -0.63% | 3.87% | -3.40% | 52.44% | 88.15% | 294.50% | 919.80% |
| W5 Composite 2W 100 | 0.08% | 0.13% | 0.09% | 0.06% | 0.81% | 1.14% | 2.92% | 5.00% |
| W5 SP500 2W-2-100-P16 | 16.25% | 22.11% | 12.63% | 14.27% | 259.90% | 381.41% | 4,413.98% | 45,429.90% |
| W5 2W-5-100-P16 | 0.88% | 9.01% | 7.21% | 0.06% | 54.51% | 108.72% | 630.08% | 3,121.98% |
| W5 Composite 2W | -14.91% | -0.08% | -1.55% | -15.93% | 49.02% | 101.07% | 906.87% | 5,982.85% |
| W5- 2W-2-50-P16 | -20.28% | -2.36% | -9.37% | -20.68% | 98.10% | 164.99% | 2,384.64% | 24,961.13% |
| W5- 2W-5-50-P16 | -12.02% | 1.11% | 2.80% | -13.40% | 26.97% | 71.51% | 499.93% | 2,547.58% |
| Wize5 - 3W - 5-50 - P9 | -12.90% | 8.31% | 2.90% | -12.89% | 36.62% | 69.75% | 469.86% | 2,508.83% |
| W4 SP500 5-50 M8 with Protection | -2.82% | 12.23% | 12.23% | -0.02% | 68.64% | 146.08% | 783.93% | 4,159.18% |
| WizeFive Composite | 1.59% | 10.43% | 16.18% | 6.81% | 115.77% | 210.75% | 1,467.64% | 11,178.60% |
| S&P 500 | 3.96% | 6.84% | 13.38% | 3.56% | 54.28% | 88.93% | 220.00% | 494.63% |
| MSCI World | 5.90% | 6.10% | 11.42% | 5.29% | 48.02% | 76.26% | 160.23% | 299.69% |
| Followjack-2-50-8 | -1.34% | 7.08% | 12.12% | 7.87% | 161.14% | 250.31% | 2,907.92% | 35,137.91% |
| Followjack-5-50-8 | 3.07% | 12.23% | 18.34% | 6.04% | 93.72% | 188.91% | 974.09% | 5,578.00% |
| 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 | 1.58% | 9.43% | 7.81% | 0.08% | 13.21% | 2.83% | 6.62% | 13.21% | 2.83% | 11.71% | -0.89% | 2.69% | 1.24% | 7.89% | -3.99% | 5.98% |
| 2005 | 23.62% | 21.59% | 30.81% | 0.26% | 32.25% | 26.38% | 28.61% | 32.25% | 26.38% | 18.89% | 27.31% | 29.77% | 17.80% | 23.58% | 34.03% | 27.27% |
| 2006 | 21.91% | 3.24% | 13.98% | 0.06% | 4.52% | 4.79% | 4.88% | 4.52% | 4.79% | 10.11% | 17.34% | 16.74% | 1.97% | 5.75% | 21.06% | 14.21% |
| 2007 | 19.13% | 3.05% | 3.32% | 0.27% | 38.17% | 23.50% | 28.65% | 38.17% | 23.50% | 20.78% | 16.82% | 17.72% | -6.34% | -3.27% | 21.69% | 15.36% |
| 2008 | -18.23% | -14.11% | -23.87% | -0.18% | -15.92% | -18.69% | -17.72% | -15.92% | -18.69% | -22.47% | -10.61% | -12.92% | -35.70% | -39.40% | -17.11% | -10.70% |
| 2009 | 25.12% | 33.48% | 46.05% | 0.22% | 20.88% | 20.19% | 20.75% | 20.88% | 20.19% | 25.67% | 21.01% | 22.43% | 20.30% | 23.74% | 24.37% | 20.84% |
| 2010 | 28.94% | 0.01% | 3.86% | 0.28% | 41.31% | 21.42% | 28.44% | 41.31% | 21.42% | 23.59% | 18.52% | 35.33% | 20.70% | 17.24% | 50.89% | 26.99% |
| 2011 | -9.04% | -1.08% | -0.34% | 0.04% | -7.24% | 5.21% | 0.93% | -7.24% | 5.21% | -2.45% | 3.74% | 1.95% | 3.33% | -4.54% | -1.26% | 3.14% |
| 2012 | 8.97% | 7.60% | 9.37% | 0.12% | 18.69% | 9.10% | 12.45% | 18.69% | 9.10% | 9.30% | 5.84% | 14.72% | 11.36% | 11.14% | 30.43% | 6.77% |
| 2013 | 68.53% | 20.41% | 48.00% | 0.75% | 176.42% | 66.60% | 100.67% | 176.42% | 66.60% | 71.92% | 57.96% | 85.85% | 24.33% | 19.06% | 129.52% | 63.06% |
| 2014 | 16.00% | 13.17% | 17.48% | 0.15% | 14.92% | 13.57% | 14.25% | 14.92% | 13.57% | 24.45% | 24.78% | 25.30% | 26.61% | 16.98% | 25.03% | 25.01% |
| 2015 | 20.26% | 9.79% | 1.72% | 0.32% | 43.97% | 32.45% | 36.57% | 43.97% | 32.45% | 25.31% | 21.12% | 28.38% | 10.63% | 8.38% | 35.55% | 24.58% |
| 2016 | 26.45% | 75.17% | 26.81% | 0.56% | 134.94% | 41.83% | 70.07% | 134.94% | 41.83% | 39.83% | 40.51% | 68.60% | 13.37% | 7.51% | 114.34% | 47.27% |
| 2017 | 10.42% | 24.48% | -1.95% | 0.12% | 12.94% | 10.44% | 11.52% | 12.94% | 10.44% | 10.47% | 21.05% | 9.98% | 3.96% | 5.14% | 4.41% | 12.87% |
| 2018 | 11.77% | 33.04% | 9.97% | 0.20% | 21.14% | 19.76% | 20.47% | 21.14% | 19.76% | 22.53% | 20.91% | 29.79% | -1.46% | -5.91% | 45.72% | 21.70% |
| 2019 | 12.40% | 61.49% | 18.58% | 0.23% | 28.39% | 22.39% | 24.54% | 28.39% | 22.39% | 18.26% | 25.10% | 25.41% | 31.79% | 28.02% | 26.09% | 24.80% |
| 2020 | 47.68% | 108.41% | 25.77% | 0.68% | 140.17% | 56.72% | 82.79% | 140.17% | 56.72% | 49.97% | 54.07% | 83.19% | 17.15% | 15.39% | 125.98% | 62.49% |
| 2021 | 45.54% | 82.39% | 36.78% | 0.28% | 22.57% | 32.46% | 29.15% | 22.57% | 32.46% | 37.79% | 43.59% | 38.20% | 37.94% | 36.39% | 29.19% | 42.88% |
| 2022 | -12.04% | -12.78% | -10.18% | -0.03% | -1.58% | -3.99% | -3.13% | -1.58% | -3.99% | -11.85% | -9.23% | -6.85% | -19.74% | -20.09% | -7.05% | -6.76% |
| 2023 | 28.48% | 67.52% | 31.60% | 0.33% | 66.59% | 22.26% | 36.40% | 66.59% | 22.26% | 24.61% | 29.82% | 49.53% | 20.06% | 16.74% | 74.77% | 37.25% |
| 2024 | 30.60% | 50.97% | 22.63% | 0.42% | 91.40% | 28.30% | 31.75% | 53.63% | 20.88% | 28.77% | 37.96% | 46.61% | 35.10% | 28.73% | 56.32% | 41.33% |
| 2025 | -5.49% | -4.98% | -4.33% | 0.08% | 16.25% | 0.88% | -14.91% | -20.28% | -12.02% | -12.90% | -2.82% | 1.59% | 3.96% | 5.90% | -1.34% | 3.07% |