Résumé des Performances

AMAT: $338.94 ▲ 14.20 (4.37%)CAT: $704.82 ▲ 23.92 (3.51%)JNJ: $242.59 ▲ 2.19 (0.91%)LRCX: $211.15 ▲ 11.82 (5.93%)MRK: $117.13 ▲ 1.34 (1.15%)MU: $389.32 ▲ 19.02 (5.14%)XOM: $150.44 ▼ -0.77 (-0.51%)CRM: $198.79 ▼ -3.32 (-1.64%)IBM: $253.33 ▼ -5.52 (-2.13%)MSFT: $409.41 ▲ 0.45 (0.11%)NFLX: $98.32 ▼ -0.70 (-0.71%)ORCL: $151.54 ▼ -1.42 (-0.93%)PLTR: $156.43 ▼ -0.73 (-0.46%)AAL.L: $3,272.00 ▲ 145.00 (4.64%)ASM.AS: $692.60 ▲ 16.60 (2.46%)ASML.AS: $1,180.60 ▲ 33.00 (2.88%)AZN.L: $14,692.00 ▲ 250.00 (1.73%)BAYN.DE: $39.33 ▲ 1.74 (4.63%)ENGI.PA: $26.99 ▲ 0.70 (2.66%)ENR.DE: $156.30 ▲ 7.55 (5.08%)GLEN.L: $519.80 ▲ 13.00 (2.57%)HSBA.L: $1,278.60 ▲ 27.60 (2.21%)NOVN.SW: $122.68 ▼ -2.62 (-2.09%)RIO.L: $6,735.00 ▲ 100.00 (1.51%)ROG.SW: $337.50 ▲ 5.10 (1.53%)RR.L: $1,293.50 ▲ 55.00 (4.44%)RWE.DE: $54.58 ▲ 1.28 (2.40%)SU.PA: $251.95 ▲ 6.80 (2.77%)TTE.PA: $67.96 ▼ -0.93 (-1.35%)ULVR.L: $4,897.00 ▼ -6.50 (-0.13%)NEM: $116.96 ▲ 0.67 (0.58%)XAUUSD: $5,168.18 ▲ 30.27 (0.59%)WDC: $262.06 ▲ 16.81 (6.85%)CVX: $189.43 ▼ -0.51 (-0.27%)INTC: $45.58 ▲ 2.16 (4.97%)LLY: $1,008.39 ▲ 18.06 (1.82%)WMT: $124.34 ▲ 0.54 (0.44%)ABBN.SW: $67.42 ▲ 2.14 (3.28%)ALV.DE: $352.70 ▲ 8.50 (2.47%)BNP.PA: $87.81 ▲ 2.48 (2.91%)ENEL.MI: $9.58 ▲ 0.19 (2.02%)GSK.L: $2,074.00 ▲ 28.00 (1.37%)NESN.SW: $79.29 ▼ -0.76 (-0.95%)NG.L: $1,347.50 ▲ 15.00 (1.13%)SHELL.AS: $36.54 ▼ -0.53 (-1.43%)SIE.DE: $229.85 ▲ 8.75 (3.96%)AMGN: $376.97 ▲ 7.44 (2.01%)COP: $117.03 ▼ -0.04 (-0.03%)PEP: $161.53 ▲ 2.10 (1.32%)VZ: $50.45 ▼ -0.67 (-1.31%)ABI.BR: $62.64 ▲ 0.06 (0.10%)TTE: $80.29 ▲ 1.53 (1.94%)COST: $1,005.30 ▲ 7.20 (0.72%)LIN: $483.62 ▼ -1.12 (-0.23%)BA.L: $2,243.00 ▼ -16.00 (-0.71%)DTE.DE: $32.48 ▼ -0.02 (-0.06%)AAPL: $259.88 ▲ 2.42 (0.94%)NVDA: $182.65 ▲ 4.83 (2.72%)

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	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	2,391,882.14	42,533.39	31,033.98	8,201,268.11	1,124,512.34
Annualized Return	14.68%	16.96%	10.31%	0.22%	31.16%	16.53%	20.16%	28.16%	15.64%	14.70%	17.88%	23.45%	5.73%	4.45%	29.44%	19.92%
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%	4.29%	3.97%	7.79%	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	1.16	0.42	0.36	1.09	1.14
Sortino Ratio	0.92	0.65	0.48	1.09	1.20	0.96	1.03	1.12	0.91	1.10	1.64	1.79	0.56	0.47	1.72	1.75

Performance sur différentes périodes

Universe	YTD	3M	6M	12M	36M	60M	120M	240M
Wize5 - 3W1W - 5-50 P8	N/A	N/A	9.20%	-1.09%	52.25%	81.19%	488.43%	2,084.94%
Wize5 - W - 5 - 50 P5	N/A	N/A	2.25%	-0.89%	94.07%	239.52%	3,748.48%	7,123.68%
Wize5 - W - 5 - 50 - P10	N/A	N/A	2.64%	1.40%	37.36%	67.99%	313.85%	876.59%
W5 Composite 2W 100	N/A	N/A	0.15%	0.10%	0.76%	1.09%	3.02%	4.96%
W5 SP500 2W-2-100-P16	N/A	N/A	23.66%	17.11%	228.82%	373.41%	4,998.92%	45,651.01%
W5 2W-5-100-P16	N/A	N/A	11.95%	5.20%	50.83%	100.18%	696.45%	2,907.34%
W5 Composite 2W	N/A	N/A	6.31%	-8.80%	42.09%	94.42%	1,011.54%	5,722.46%
W5- 2W-2-50-P16	N/A	N/A	-0.10%	-12.89%	80.99%	160.58%	2,706.61%	25,082.84%
W5- 2W-5-50-P16	N/A	N/A	9.80%	-6.66%	23.94%	64.49%	554.46%	2,371.21%
Wize5 - 3W - 5-50 - P9	N/A	N/A	8.31%	-7.32%	41.73%	63.43%	499.96%	2,316.39%
W4 SP500 5-50 M8 with Protection	N/A	N/A	12.23%	2.37%	66.80%	115.31%	865.74%	3,744.66%
WizeFive Composite	11.48%	11.00%	22.58%	21.15%	128.04%	210.87%	1,823.01%	11,569.76%
S&P 500	-0.09%	-1.42%	5.32%	1.45%	58.82%	79.21%	249.59%	478.21%
MSCI World	2.26%	1.69%	7.89%	5.16%	53.29%	71.92%	198.28%	286.31%
Followjack-2-50-8	14.19%	15.94%	24.16%	27.52%	176.65%	287.75%	3,894.97%	38,586.62%
Followjack-5-50-8	10.00%	8.37%	21.62%	17.67%	104.43%	173.94%	1,162.52%	5,590.09%

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	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%	1.16%	2.58%	5.31%	0.17%	1.55%
2026	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	11.48%	-0.09%	2.26%	14.19%	10.00%