Résumé des Performances

MSCIWORLD: $3,706.04 ▼ -3.15 (-0.08%)^GSPC: $5,712.20 ▼ -64.46 (-1.12%)ALV.DE: $355.20 ▼ -1.00 (-0.28%)BBVA.MC: $13.33 ▼ -0.12 (-0.86%)BNP.PA: $80.40 ▼ -1.18 (-1.45%)CFR.SW: $161.75 ▼ -0.35 (-0.22%)DTE.DE: $33.55 ▲ 0.15 (0.45%)EL.PA: $273.20 ▼ -4.00 (-1.44%)HOLN.SW: $100.65 ▼ -0.30 (-0.30%)HSBA.L: $895.70 ▲ 6.30 (0.71%)ISP.MI: $4.90 ▼ -0.04 (-0.77%)RMS.PA: $2,472.00 ▼ -40.00 (-1.59%)RR.L: $801.60 ▼ -0.20 (-0.02%)SAF.PA: $250.80 ▼ -3.10 (-1.22%)SAP.DE: $250.10 ▼ -8.65 (-3.34%)SIE.DE: $224.50 ▼ -4.40 (-1.92%)UCG.MI: $55.02 ▼ -0.26 (-0.47%)ABT: $126.61 ▲ 1.01 (0.80%)NFLX: $970.65 ▼ -26.63 (-2.67%)PM: $154.33 ▲ 2.12 (1.39%)V: $344.18 ▼ -0.44 (-0.13%)WFC: $73.47 ▼ -0.77 (-1.04%)IEF: $94.41 ▼ -0.22 (-0.23%)TLT: $89.17 ▼ -0.59 (-0.66%)XAUUSD: $3,022.76 ▲ 3.25 (0.11%)AZN.L: $11,232.00 ▼ -84.00 (-0.74%)GSK.L: $1,475.50 ▼ -10.50 (-0.71%)MC.PA: $594.50 ▼ -3.80 (-0.64%)SAN.PA: $101.46 ▼ -2.26 (-2.18%)NESN.SW: $88.94 ▲ 0.10 (0.11%)NOVN.SW: $97.28 ▼ -0.60 (-0.61%)ADBE: $397.81 ▼ -5.83 (-1.44%)AMD: $110.19 ▼ -4.62 (-4.02%)MRK: $88.11 ▲ 0.24 (0.27%)PLTR: $92.28 ▼ -4.22 (-4.37%)T: $27.65 ▲ 0.34 (1.24%)TMO: $513.67 ▼ -0.67 (-0.13%)UNH: $518.20 ▲ 4.77 (0.93%)COST: $929.75 ▼ -0.51 (-0.05%)CSCO: $61.80 ▲ 0.81 (1.33%)GE: $207.37 ▼ -4.76 (-2.24%)GS: $573.92 ▼ -12.02 (-2.05%)IBM: $250.34 ▲ 0.44 (0.18%)ISRG: $509.03 ▼ -10.78 (-2.07%)JPM: $251.03 ▼ -0.10 (-0.04%)MA: $549.07 ▲ 3.91 (0.72%)META: $610.98 ▼ -15.33 (-2.45%)WMT: $85.21 ▲ 0.45 (0.53%)ABBV: $201.30 ▼ -0.04 (-0.02%)GILD: $109.27 ▲ 1.38 (1.28%)PGR: $272.54 ▼ -1.89 (-0.69%)CVX: $167.97 ▲ 2.03 (1.22%)JNJ: $161.72 ▲ 0.70 (0.43%)XOM: $118.27 ▲ 1.68 (1.44%)USDEUR: $0.93 ▲ 0.00 (-0.01%)SAN.MC: $6.50 ▼ -0.12 (-1.77%)ZURN.SW: $621.40 ▲ 3.00 (0.49%)AIR.PA: $170.54 ▼ -1.78 (-1.03%)MUV2.DE: $585.80 ▲ 0.40 (0.07%)

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 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	320,578.78	432,629.41	102,911.99	10,542.80	6,731,267.28	402,312.56	1,091,838.60	5,595,667.78	415,395.82	328,186.49	579,286.62	1,704,657.09	41,295.89	29,259.69	5,489,827.97	832,454.58
Annualized Return	14.77%	16.15%	9.71%	0.21%	29.53%	15.81%	20.50%	28.58%	15.96%	14.88%	17.63%	22.82%	5.84%	4.39%	28.70%	19.35%
Standard Deviation	3.58%	2.73%	2.51%	0.04%	5.68%	3.64%	4.19%	5.59%	3.63%	4.02%	4.83%	5.75%	4.40%	4.08%	7.79%	4.95%
Best Month	17.74%	30.08%	33.20%	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%	-17.53%	-0.15%	-21.35%	-13.61%	-15.02%	-21.35%	-13.61%	-11.11%	-10.92%	-12.29%	-12.61%	-13.43%	-16.51%	-10.92%
Maximum Drawdown	-35.63%	-60.16%	-51.25%	-0.34%	-34.36%	-31.12%	-29.02%	-30.89%	-29.58%	-37.89%	-27.29%	-24.95%	-66.06%	-60.52%	-26.91%	-27.15%
Sharpe Ratio	0.65	0.39	0.30	0.72	0.76	0.65	0.73	0.76	0.66	0.78	1.05	1.13	0.42	0.35	1.07	1.11
Sortino Ratio	0.96	0.62	0.45	1.05	1.15	0.92	1.06	1.14	0.94	1.12	1.62	1.74	0.57	0.46	1.68	1.70

Performance sur différentes périodes

Universe	YTD	3M	6M	12M	36M	60M	120M	240M
Wize5 - 3W1W - 5-50 P8	-0.88%	-0.88%	10.26%	7.50%	53.89%	172.59%	433.33%	2,789.17%
Wize5 - W - 5 - 50 P5	8.71%	4.46%	38.59%	28.98%	163.19%	668.73%	4,292.50%	8,390.41%
Wize5 - W - 5 - 50 - P10	10.49%	11.56%	24.56%	18.06%	58.07%	150.55%	306.35%	1,206.39%
W5 Composite 2W 100	0.01%	0.00%	0.26%	0.26%	0.71%	1.54%	2.93%	5.11%
W5 2W-2-100-P16	1.51%	-0.19%	47.28%	57.71%	209.82%	656.71%	3,942.00%	45,823.02%
W5 2W-5-100-P16	-1.15%	-1.94%	16.17%	10.56%	46.19%	185.44%	684.56%	3,634.99%
W5 Composite 2W	-4.98%	-6.11%	6.52%	5.16%	59.97%	246.33%	1,241.86%	8,562.29%
W5- 2W-2-50-P16	-6.67%	-7.13%	8.67%	15.91%	127.70%	470.85%	3,215.16%	36,015.77%
W5- 2W-5-50-P16	-4.06%	-5.57%	5.20%	-0.48%	31.60%	161.16%	698.82%	3,650.81%
Wize5 - 3W - 5-50 - P9	-1.04%	-1.03%	18.94%	11.65%	46.12%	160.78%	504.88%	2,718.49%
W4 SP500 5-50 M8 with Protection	-5.07%	-2.34%	10.75%	11.34%	64.76%	207.43%	846.49%	4,605.85%
WizeFive Composite	-6.94%	-2.20%	8.67%	15.49%	100.04%	311.56%	1,526.85%	11,418.76%
S&P 500	-0.50%	-0.88%	10.60%	20.16%	39.27%	123.23%	220.81%	562.50%
MSCI World	1.53%	0.95%	9.76%	18.43%	30.55%	107.20%	152.65%	350.15%
Followjack-2-50-8	-10.38%	-2.11%	2.91%	17.78%	136.53%	420.72%	3,082.79%	35,831.92%
Followjack-5-50-8	-5.07%	-2.34%	11.72%	14.03%	82.01%	258.71%	1,003.43%	5,712.11%

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 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%	-18.79%	0.07%	10.86%	0.18%	4.10%	10.86%	0.18%	16.01%	7.96%	23.49%	-4.03%	-7.54%	35.79%	16.92%
2001	-15.27%	-12.38%	-8.26%	-0.06%	-4.01%	-8.30%	-4.88%	-1.04%	-7.08%	-2.61%	-10.63%	-8.92%	-18.07%	-23.07%	-4.48%	-11.45%
2002	-15.06%	-26.79%	-15.59%	-0.15%	-16.96%	-13.70%	-13.65%	-15.19%	-12.92%	-23.05%	-12.90%	-12.57%	-26.98%	-24.73%	-12.61%	-12.62%
2003	25.96%	-4.88%	19.18%	0.35%	40.87%	33.15%	36.27%	40.87%	33.15%	23.54%	43.44%	38.20%	5.34%	8.90%	25.86%	44.96%
2004	1.43%	3.78%	7.45%	0.09%	13.94%	4.00%	8.20%	14.38%	4.59%	10.74%	-1.40%	2.27%	1.24%	7.89%	-4.25%	5.44%
2005	23.86%	21.75%	30.04%	0.27%	32.96%	26.83%	29.14%	32.96%	26.83%	19.20%	27.37%	29.81%	17.80%	23.58%	34.08%	27.31%
2006	22.84%	4.95%	14.76%	0.06%	4.38%	4.66%	5.38%	5.94%	4.80%	9.95%	14.60%	15.10%	1.97%	5.75%	21.24%	11.58%
2007	26.02%	0.97%	4.19%	0.26%	37.85%	22.24%	27.69%	37.85%	22.24%	20.56%	16.38%	17.79%	-6.34%	-3.27%	21.76%	15.42%
2008	-16.05%	-16.46%	-24.35%	-0.19%	-15.65%	-19.31%	-18.03%	-15.65%	-19.31%	-22.05%	-11.27%	-13.79%	-35.70%	-39.40%	-17.23%	-12.00%
2009	24.89%	15.60%	31.68%	0.21%	20.91%	18.82%	19.87%	20.91%	18.82%	12.40%	21.11%	22.55%	20.30%	23.74%	24.53%	20.94%
2010	28.43%	-2.59%	4.02%	0.27%	40.85%	20.53%	25.40%	35.51%	19.74%	24.40%	16.16%	34.27%	20.70%	17.24%	49.94%	25.89%
2011	-8.42%	0.18%	-0.64%	0.03%	-7.58%	4.55%	0.38%	-7.58%	4.55%	-2.49%	3.99%	1.78%	3.33%	-4.54%	-1.51%	3.02%
2012	8.35%	13.77%	11.72%	0.12%	18.55%	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%	44.96%	0.74%	175.40%	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%	14.95%	0.14%	15.01%	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%	-0.43%	0.32%	43.79%	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%	27.54%	0.56%	131.80%	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%	-1.73%	0.12%	12.81%	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%	10.26%	0.21%	21.49%	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%	17.58%	0.21%	20.84%	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%	22.41%	0.68%	141.82%	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%	32.26%	0.28%	21.87%	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%	-8.85%	-0.04%	-2.78%	-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%	33.84%	0.33%	65.34%	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%	21.46%	0.41%	87.51%	27.13%	28.50%	49.87%	17.92%	29.11%	37.78%	46.27%	35.10%	28.73%	55.76%	41.10%
2025	-0.88%	8.71%	10.49%	0.01%	1.51%	-1.15%	-4.98%	-6.67%	-4.06%	-1.04%	-5.07%	-6.94%	-0.50%	1.53%	-10.38%	-5.07%