Annual Returns by Period
| YTD Return | Annual Return 1y | Annual Return 3y | Annual Return 5y | Annual Return 10y | Annual Return 20y | Annual Return since Y2000 | |
|---|---|---|---|---|---|---|---|
| WizeFive Composite | -13.47% | 12.21% | 21.64% | 30.35% | 31.66% | 26.94% | 22.14% |
| S&P 500 | -18.09% | -11.17% | 6.72% | 5.57% | 8.35% | 7.78% | 4.55% |
| MSCI World | -15.18% | -9.04% | 5.84% | 3.75% | 6.98% | 5.49% | 3.26% |
Performance Summary
from 2000-01-01
WizeFive Composite S&P 500 MSCI World Start Balance
€10,000.00
€10,000.00
€10,000.00 End Balance
€1,585,164.53
€33,993.88
€24,444.22 Annualized Return
22.14%
4.55%
3.26% Standard Deviation
5.75%
4.45%
4.13% Max Drawdown
-24.95% (Peak: 2024-12-31, Valley: 2003-01-31)
-66.06% (Peak: 2025-01-31, Valley: 2009-02-27)
-60.52% (Peak: 2025-01-31, Valley: 2009-02-27) Best Year
67.89% (2020-01-31 to 2020-12-31)
24.03% (2014-01-31 to 2014-12-31)
31.84% (2020-11-30 to 2021-07-30) Worst Year
-14.09% (2025-01-31 to 2025-04-30)
-41.53% (2008-01-31 to 2008-12-31)
-41.21% (2007-11-30 to 2008-10-31) Sharpe Ratio
1.11
0.37
0.30 YTD Return
-13.47%
-18.09%
-15.18%
Monthly Performance (Wizefive Composite)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual Return |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | 2.26% | 3.58% | 7.71% | 14.64% | -6.80% | 1.63% | -1.40% | 3.62% | 0.39% | 1.23% | -1.46% | -2.57% | 23.49% |
| 2001 | -3.01% | -3.58% | 1.80% | 4.20% | 0.79% | 0.56% | -9.20% | -2.14% | -4.13% | 0.75% | 6.19% | -0.61% | -8.92% |
| 2002 | 9.23% | -8.21% | 2.17% | -0.51% | -1.95% | -4.80% | -2.26% | 0.07% | -0.28% | 0.91% | 2.64% | -9.03% | -12.57% |
| 2003 | -0.18% | 2.22% | 2.51% | 4.21% | 2.31% | 1.53% | 0.77% | 12.85% | -5.50% | 22.47% | -1.47% | -5.88% | 38.20% |
| 2004 | 10.77% | -3.60% | -0.15% | -9.22% | 0.73% | 3.30% | -8.66% | -0.24% | 2.70% | 5.02% | 3.46% | -0.12% | 2.27% |
| 2005 | -0.35% | 6.85% | -5.24% | -4.19% | 2.43% | 4.87% | 5.32% | -1.84% | 7.89% | 0.16% | 9.04% | 2.62% | 29.81% |
| 2006 | 9.65% | -4.73% | -0.09% | -2.96% | -8.31% | 0.41% | 1.59% | 0.10% | 9.22% | 5.26% | 8.08% | -2.33% | 15.10% |
| 2007 | -0.56% | -5.27% | -0.42% | 1.07% | 10.96% | 1.41% | 3.13% | 1.65% | 2.59% | 0.90% | -2.41% | 4.27% | 17.79% |
| 2008 | -11.97% | -0.08% | 0.28% | 3.05% | 2.15% | -6.26% | -2.45% | 2.67% | -0.84% | 0.62% | -0.66% | -0.23% | -13.79% |
| 2009 | 1.01% | -0.99% | 0.54% | 1.05% | -5.46% | -1.53% | 6.21% | 5.79% | 1.85% | -9.04% | 6.25% | 17.16% | 22.55% |
| 2010 | -11.63% | 3.78% | 9.85% | 13.13% | 9.33% | -1.02% | -0.18% | 5.21% | 1.29% | 1.12% | 13.54% | -10.86% | 34.27% |
| 2011 | 13.96% | -0.64% | -9.38% | -2.28% | -0.77% | -0.39% | -3.04% | 0.22% | 1.60% | 0.41% | 3.93% | -0.33% | 1.78% |
| 2012 | -0.61% | 5.56% | 4.04% | -6.29% | 1.53% | 1.24% | 4.56% | -2.14% | -0.46% | 0.01% | 1.77% | 5.23% | 14.70% |
| 2013 | 14.82% | 3.21% | 2.62% | 3.37% | 21.15% | 1.70% | 3.88% | 11.72% | 7.77% | -3.12% | -4.72% | 2.66% | 83.62% |
| 2014 | 6.20% | 6.88% | -8.69% | -2.37% | 3.54% | 3.09% | 0.10% | 3.58% | 3.25% | 1.73% | 4.93% | 0.33% | 23.84% |
| 2015 | 5.64% | 7.67% | 3.32% | -6.48% | 7.31% | -0.80% | 5.65% | -4.62% | -0.86% | 3.35% | 7.72% | -1.14% | 28.64% |
| 2016 | -7.47% | -1.39% | 1.44% | 4.17% | 11.85% | 4.15% | 11.89% | 4.14% | 1.64% | 2.02% | 13.21% | 8.95% | 67.42% |
| 2017 | -1.67% | 12.01% | -0.91% | -0.89% | -2.67% | -0.74% | -1.92% | 0.73% | -0.09% | 7.79% | -1.24% | 0.10% | 9.89% |
| 2018 | 4.08% | 4.60% | -3.60% | 2.93% | 6.86% | 3.18% | 2.57% | 13.62% | 6.07% | -12.29% | 4.85% | -3.69% | 30.40% |
| 2019 | 0.60% | 1.70% | 4.87% | 1.65% | -8.38% | 3.60% | 1.36% | 1.16% | -0.39% | 0.07% | 5.97% | 11.99% | 25.55% |
| 2020 | 16.51% | -0.40% | -2.33% | 4.11% | 1.75% | 8.49% | 8.29% | 26.98% | -6.56% | -5.95% | 8.62% | 8.39% | 85.31% |
| 2021 | 2.71% | -0.32% | 4.13% | 2.30% | 3.16% | 2.27% | -2.93% | 7.93% | -4.46% | 11.01% | 11.87% | -3.65% | 37.82% |
| 2022 | -9.17% | 2.92% | 3.13% | 0.20% | 3.32% | -3.70% | 1.02% | -1.04% | -0.58% | 0.99% | -1.30% | -3.07% | -7.70% |
| 2023 | 4.05% | 4.06% | 5.43% | 0.63% | 18.49% | 2.12% | 5.80% | 1.04% | -3.43% | -0.58% | 1.96% | 2.33% | 48.86% |
| 2024 | 2.86% | 14.57% | 2.41% | -6.55% | 6.14% | 6.86% | -3.20% | 1.13% | -0.71% | 1.35% | 10.41% | 5.10% | 46.27% |
| 2025 | -0.24% | -6.72% | -4.29% | -2.84% | -13.47% |