ABT: $130.50 ▲ 0.97 (0.75%)CVX: $139.30 ▼ -0.80 (-0.57%)IBM: $239.39 ▲ 3.23 (1.37%)PM: $170.26 ▲ 1.09 (0.64%)V: $341.52 ▲ 4.01 (1.19%)PGR: $276.31 ▲ 6.73 (2.50%)PLTR: $116.08 ▲ 1.43 (1.25%)T: $27.30 ▲ 0.04 (0.15%)XAUUSD: $3,316.44 ▼ -31.26 (-0.93%)TLT: $90.20 ▲ 0.75 (0.84%)IEF: $95.92 ▲ 0.33 (0.35%)ABBV: $193.51 ▲ 1.17 (0.61%)CSCO: $57.34 ▲ 0.50 (0.88%)GE: $200.50 ▼ -0.36 (-0.18%)KO: $72.35 ▲ 0.56 (0.78%)NFLX: $1,125.64 ▲ 15.26 (1.37%)ALV.DE: $361.70 ▲ 0.50 (0.14%)BBVA.MC: $12.34 ▼ -0.26 (-2.02%)BNP.PA: $74.80 ▲ 0.70 (0.94%)CS.PA: $41.32 ▲ 0.38 (0.93%)DG.PA: $122.00 ▲ 1.00 (0.83%)DTE.DE: $30.90 ▲ 0.04 (0.13%)EL.PA: $250.40 ▲ 0.30 (0.12%)HSBA.L: $855.60 ▲ 21.90 (2.63%)ISP.MI: $4.76 ▲ 0.06 (1.33%)MUV2.DE: $594.20 ▲ 0.60 (0.10%)RR.L: $752.80 ▼ -1.60 (-0.21%)SAN.MC: $6.43 ▲ 0.01 (0.12%)SIE.DE: $202.25 ▼ -2.80 (-1.37%)UCG.MI: $52.45 ▲ 0.71 (1.37%)ZURN.SW: $575.60 ▲ 6.80 (1.20%)BRK-B: $534.57 ▲ 3.63 (0.68%)VZ: $42.95 ▲ 0.56 (1.32%)ENEL.MI: $7.64 ▲ 0.09 (1.19%)IBE.MC: $15.75 ▲ 0.16 (0.99%)INGA.AS: $17.25 ▲ 0.29 (1.69%)PRX.AS: $40.61 ▼ -0.05 (-0.12%)GSK.L: $1,432.00 ▲ 23.00 (1.63%)NESN.SW: $86.80 ▲ 0.05 (0.06%)NOVN.SW: $94.21 ▲ 0.81 (0.87%)SAN.PA: $94.23 ▲ 1.13 (1.21%)SAP.DE: $254.60 ▲ 5.80 (2.33%)JNJ: $155.91 ▲ 0.56 (0.36%)MA: $539.68 ▲ 5.19 (0.97%)MCD: $314.50 ▼ -2.31 (-0.73%)WFC: $71.10 ▲ 1.67 (2.41%)XOM: $108.36 ▼ -0.27 (-0.25%)UNH: $409.23 ▼ -10.77 (-2.56%)WMT: $96.04 ▲ 0.82 (0.86%)GILD: $104.21 ▼ -2.13 (-2.00%)TMUS: $241.59 ▲ 4.82 (2.04%)PG: $162.26 ▲ 0.41 (0.25%)COST: $991.70 ▲ 13.16 (1.34%)AI.PA: $178.82 ▲ 0.62 (0.35%)BATS.L: $3,156.00 ▲ 5.00 (0.16%)NG.L: $1,080.00 ▲ 8.00 (0.75%)OR.PA: $388.00 ▲ 8.80 (2.32%)ULVR.L: $4,687.00 ▼ -12.00 (-0.26%)INTU: $623.15 ▲ 4.92 (0.80%)LLY: $885.20 ▲ 7.91 (0.90%)NOW: $942.86 ▲ 5.45 (0.58%)AVGO: $191.17 ▼ -1.30 (-0.67%)TSLA: $292.03 ▲ 6.15 (2.15%)BA.L: $1,729.50 ▲ 49.00 (2.92%)RHM.DE: $1,453.50 ▲ 114.00 (8.51%)NEM: $52.96 ▼ -1.11 (-2.05%)

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 Balance308,359.95436,560.20128,363.4010,548.697,378,722.19406,561.781,102,765.185,645,810.56419,786.97328,474.64551,570.651,716,851.5037,328.0626,762.765,304,019.25859,292.87
Annualized Return14.54%16.13%10.64%0.21%29.89%15.81%20.47%28.52%15.95%14.88%17.27%22.69%5.37%3.99%28.31%19.36%
Standard Deviation3.58%2.72%2.29%0.04%5.82%3.64%4.18%5.58%3.63%4.01%4.84%5.78%4.43%4.10%7.79%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 Ratio0.650.390.330.720.750.650.730.760.660.781.041.120.390.321.061.11
Sortino Ratio0.950.620.491.061.150.921.061.140.951.121.591.730.530.431.671.69

Performance sur différentes périodes

UniverseYTD3M6M12M36M60M120M240M
Wize5 - 3W1W - 5-50 P8-4.66%-6.24%4.22%6.63%47.90%158.34%412.01%2,732.14%
Wize5 - W - 5 - 50 P59.70%11.86%35.58%29.25%173.31%691.37%4,286.49%8,647.86%
Wize5 - W - 5 - 50 - P10-7.66%-6.20%0.98%3.16%35.93%110.92%276.16%1,285.02%
W5 Composite 2W 100-0.01%0.02%0.25%0.24%0.68%1.50%2.96%5.09%
W5 SP500 2W-2-100-P16-5.10%-0.97%40.49%45.00%189.45%610.46%4,010.67%42,502.14%
W5 2W-5-100-P16-0.10%2.95%16.38%12.01%44.53%180.25%708.30%3,692.49%
W5 Composite 2W-4.03%-2.39%7.80%5.86%57.69%239.36%1,271.76%8,773.78%
W5- 2W-2-50-P16-5.83%-4.66%12.13%14.08%123.27%457.36%3,240.92%37,514.25%
W5- 2W-5-50-P16-3.05%-1.16%5.39%1.43%30.10%156.41%723.01%3,708.59%
Wize5 - 3W - 5-50 - P9-0.96%-0.15%13.32%20.06%46.25%161.01%504.91%2,699.48%
W4 SP500 5-50 M8 with Protection-9.61%-9.61%7.24%3.94%53.03%199.83%778.59%4,573.88%
WizeFive Composite-10.94%-10.94%4.75%7.93%85.63%303.29%1,406.94%11,954.64%
S&P 500-10.06%-10.06%-1.27%5.19%19.93%130.54%183.17%498.56%
MSCI World-7.13%-7.13%-0.53%5.03%14.93%118.92%125.82%312.38%
Followjack-2-50-8-13.41%-13.41%-0.05%10.27%119.13%421.12%2,836.82%37,342.44%
Followjack-5-50-8-9.61%-9.61%7.24%6.45%69.06%247.54%924.27%6,007.96%

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%
2025-4.66%9.70%-7.66%-0.01%-5.10%-0.10%-4.03%-5.83%-3.05%-0.96%-9.61%-10.94%-10.06%-7.13%-13.41%-9.61%