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 | -11.28% | 3.69% | 23.28% | 20.84% | 30.97% | 26.14% | 22.18% |
| S&P 500 | -3.43% | 7.33% | 14.02% | 7.50% | 10.73% | 8.87% | 5.11% |
| MSCI World | -0.54% | 7.52% | 12.18% | 5.78% | 9.21% | 6.62% | 3.81% |
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
€1,708,293.18
€40,077.37
€28,662.36 Annualized Return
22.18%
5.11%
3.81% Standard Deviation
5.78%
4.42%
4.10% Max Drawdown
-24.77% (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
66.96% (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
-20.42% (2002-01-31 to 2002-12-31)
-41.53% (2008-01-31 to 2008-12-31)
-41.21% (2007-11-30 to 2008-10-31) Sharpe Ratio
1.10
0.40
0.34 YTD Return
-11.28%
-3.43%
-0.54%
Monthly Performance (Wizefive Composite)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual Return |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | -2.92% | 11.09% | 7.94% | 15.32% | 0.08% | 1.53% | -1.51% | 3.82% | 0.40% | 1.25% | -1.49% | -2.69% | 35.93% |
| 2001 | -3.07% | -3.65% | 1.06% | 4.49% | 0.82% | 0.57% | -9.41% | -2.26% | -4.35% | 0.91% | 6.52% | 7.09% | -2.52% |
| 2002 | 1.42% | -8.33% | 2.20% | -0.49% | -1.98% | -4.90% | -2.26% | 0.07% | -0.35% | 0.84% | 2.74% | -9.38% | -19.35% |
| 2003 | -0.19% | 2.16% | 2.39% | 3.97% | 2.31% | 1.55% | 0.78% | 12.85% | -5.50% | 22.47% | -1.47% | -5.88% | 37.67% |
| 2004 | 11.40% | -3.60% | -0.34% | -9.35% | 0.74% | 3.35% | -8.40% | -0.24% | 2.59% | 5.02% | 1.86% | -0.17% | 1.13% |
| 2005 | -0.36% | 6.93% | -5.39% | -4.11% | 6.27% | 5.35% | 3.39% | -1.30% | 8.13% | 0.85% | 8.45% | 2.78% | 34.24% |
| 2006 | 9.53% | -4.79% | -0.09% | -3.00% | -8.42% | 0.41% | 1.62% | 0.10% | 9.10% | 5.33% | 9.82% | -2.33% | 16.53% |
| 2007 | -0.57% | -5.27% | -0.43% | 1.10% | 11.10% | 1.41% | 3.09% | 1.65% | 2.63% | 0.92% | -2.57% | 4.23% | 17.72% |
| 2008 | -13.18% | 0.57% | 0.14% | 3.05% | 2.06% | -5.93% | -2.28% | 2.54% | -0.80% | 0.64% | -0.66% | -0.18% | -14.20% |
| 2009 | 1.01% | -0.99% | 0.43% | 0.99% | -5.46% | -1.53% | 6.05% | 5.79% | 1.85% | -9.04% | 6.55% | 17.16% | 22.50% |
| 2010 | -13.22% | 3.83% | 8.90% | 15.09% | 9.22% | -0.97% | -0.58% | 5.21% | 1.29% | 1.13% | 13.36% | -11.00% | 32.04% |
| 2011 | 14.11% | -0.65% | -9.38% | -2.28% | -0.77% | -0.37% | -2.91% | 0.22% | 1.50% | 0.40% | 4.00% | -0.33% | 2.00% |
| 2012 | -2.53% | 5.56% | 4.09% | -6.29% | 1.55% | 1.24% | 4.51% | -2.17% | -0.47% | -2.45% | 1.79% | 5.30% | 9.78% |
| 2013 | 15.03% | 3.25% | 2.65% | 3.37% | 21.40% | 1.70% | 3.93% | 11.72% | 7.88% | -3.16% | -3.92% | 2.66% | 86.19% |
| 2014 | 7.59% | 3.94% | -8.80% | -2.37% | 3.50% | 3.12% | 0.10% | 3.63% | 3.25% | 1.76% | 4.87% | 0.32% | 21.86% |
| 2015 | 5.57% | 7.67% | 3.36% | -6.38% | 7.01% | -0.77% | 5.44% | -3.34% | -0.94% | 3.55% | 7.78% | -1.13% | 30.12% |
| 2016 | -7.93% | -1.79% | 1.57% | 4.22% | 11.70% | 4.20% | 11.73% | 4.14% | 1.64% | 2.05% | 13.21% | 9.25% | 66.32% |
| 2017 | -1.70% | 12.15% | -0.91% | -0.89% | -2.67% | -0.75% | -1.95% | 0.74% | -0.10% | 7.79% | -1.26% | 0.10% | 9.96% |
| 2018 | 4.08% | 4.60% | -3.65% | 2.93% | 6.62% | 3.14% | 2.54% | 13.45% | 6.14% | -12.44% | 4.78% | -3.64% | 29.59% |
| 2019 | 0.62% | 1.70% | 4.68% | 1.63% | -8.48% | 3.48% | 1.34% | 1.14% | -0.38% | 0.07% | 6.05% | 12.14% | 25.27% |
| 2020 | 16.51% | -0.40% | -2.41% | 3.87% | 1.75% | 8.36% | 8.17% | 26.65% | -6.63% | -6.02% | 8.75% | 8.39% | 83.73% |
| 2021 | 2.71% | -0.32% | 4.27% | 2.33% | 2.36% | 2.27% | -2.93% | 8.00% | -4.57% | 11.16% | 12.03% | -3.60% | 37.34% |
| 2022 | -9.29% | 2.92% | 4.13% | 0.14% | 3.32% | -3.70% | 0.98% | -1.01% | -0.55% | 0.99% | -1.25% | -3.03% | -6.87% |
| 2023 | 4.05% | 4.01% | 5.43% | 0.64% | 18.73% | 2.20% | 5.88% | 1.04% | -3.48% | -0.60% | 2.05% | 2.37% | 49.41% |
| 2024 | 2.90% | 14.76% | 2.44% | -6.62% | 6.04% | 7.52% | -3.47% | 1.14% | -0.72% | 1.37% | 10.55% | 5.04% | 46.94% |
| 2025 | -0.25% | -6.74% | -4.30% | -2.13% | 0.48% | 1.28% | 0.07% | -0.02% | -11.28% |