Performance
Historical, illustrative performance of the strategies behind the plans. Past performance does not guarantee future results.
Performance summary
| WizeFive Composite | |
|---|---|
| Starting balance | 10,000.00 € |
| Ending balance | 3,343,395.97 € |
| Annualized return | 24.44% |
| Standard deviation | 6.00% |
| Max drawdown | -24.77% 2026-06-30 → 2003-01-31 |
| Best year | 85.85% 2013-01-31 → 2013-12-31 |
| Worst year | -19.35% 2002-01-31 → 2002-12-31 |
| Sharpe ratio | 1.16 |
| YTD | 50.54% |
Past performance is illustrative and not indicative of future results. General information only; it does not constitute personalized investment advice. Wizefive does not place any order on your behalf.
Returns of the last 4 quarters
Past performance is illustrative and not indicative of future results. General information only; it does not constitute personalized investment advice. Wizefive does not place any order on your behalf.
Annualized returns by period
| 1M | 3M | 6M | 12M | YTD | 1 year | 3 years | 5 years | 10 years | 20 years | Since 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WizeFive Composite | -10.97% | 22.41% | 23.24% | 65.56% | 50.54% | 65.56% | 32.74% | 31.81% | 34.54% | 29.65% | 24.44% |
Past performance is illustrative and not indicative of future results. General information only; it does not constitute personalized investment advice. Wizefive does not place any order on your behalf.
WizeFive Composite — Monthly performance
Positive month Negative month
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +22.2% | +2.1% | −4.7% | +3.5% | +24.0% | +10.9% | −11.0% | +50.5% | |||||
| 2025 | −0.2% | −6.7% | −4.4% | −2.2% | +0.5% | +1.3% | +7.5% | −3.4% | +7.2% | +4.4% | −1.4% | +3.1% | +4.7% |
| 2024 | +2.9% | +14.8% | +2.4% | −6.6% | +6.1% | +6.9% | −3.2% | +1.1% | −0.7% | +1.4% | +10.4% | +5.1% | +46.6% |
| 2023 | +4.1% | +4.1% | +5.5% | +0.6% | +18.7% | +2.2% | +5.8% | +1.0% | −3.5% | −0.6% | +2.0% | +2.3% | +49.5% |
| 2022 | −9.3% | +3.0% | +4.2% | +0.1% | +3.4% | −3.8% | +1.0% | −1.0% | −0.6% | +1.0% | −1.3% | −3.1% | −6.8% |
| 2021 | +2.7% | −0.3% | +4.2% | +2.3% | +3.2% | +2.3% | −2.9% | +7.9% | −4.5% | +11.0% | +12.0% | −3.5% | +38.2% |
| 2020 | +16.5% | −0.4% | −2.3% | +3.9% | +1.7% | +8.2% | +8.0% | +26.6% | −6.6% | −6.0% | +8.6% | +8.4% | +83.2% |
| 2019 | +0.6% | +1.7% | +4.7% | +1.6% | −8.5% | +3.5% | +1.4% | +1.1% | −0.4% | +0.1% | +6.0% | +12.1% | +25.4% |
| 2018 | +4.1% | +4.6% | −3.6% | +3.0% | +6.7% | +3.1% | +2.5% | +13.5% | +6.1% | −12.4% | +4.8% | −3.7% | +29.8% |
| 2017 | −1.7% | +12.2% | −0.9% | −0.9% | −2.7% | −0.8% | −1.9% | +0.7% | −0.1% | +7.8% | −1.3% | +0.1% | +10.0% |
| 2016 | −7.2% | −1.4% | +1.5% | +4.2% | +12.0% | +4.2% | +12.1% | +4.1% | +1.6% | +2.1% | +13.0% | +9.1% | +68.6% |
| 2015 | +5.7% | +7.8% | +3.4% | −6.5% | +7.1% | −0.8% | +5.5% | −4.5% | −0.9% | +3.2% | +7.5% | −1.1% | +28.4% |
| 2014 | +7.6% | +6.7% | −8.8% | −2.4% | +3.6% | +3.1% | +0.1% | +3.6% | +3.3% | +1.8% | +5.0% | +0.3% | +25.3% |
| 2013 | +14.8% | +3.2% | +2.7% | +3.4% | +21.4% | +1.7% | +3.9% | +11.7% | +7.9% | −3.2% | −3.9% | +2.7% | +85.8% |
| 2012 | −0.6% | +5.6% | +4.0% | −6.3% | +1.5% | +1.3% | +4.6% | −2.2% | −0.5% | +0.0% | +1.8% | +5.2% | +14.7% |
| 2011 | +14.1% | −0.6% | −9.4% | −2.3% | −0.8% | −0.4% | −3.0% | +0.2% | +1.5% | +0.4% | +3.9% | −0.3% | +1.9% |
| 2010 | −11.6% | +3.8% | +8.9% | +15.1% | +9.4% | −1.0% | −0.6% | +5.3% | +1.3% | +1.1% | +13.5% | −10.9% | +35.3% |
| 2009 | +1.0% | −1.0% | +0.4% | +1.1% | −5.3% | −1.5% | +6.1% | +5.8% | +1.9% | −9.0% | +6.3% | +17.2% | +22.4% |
| 2008 | −11.8% | +0.6% | +0.1% | +3.1% | +2.1% | −6.1% | −2.4% | +2.6% | −0.8% | +0.7% | −0.7% | −0.2% | −12.9% |
| 2007 | −0.6% | −5.3% | −0.4% | +1.1% | +11.0% | +1.4% | +3.0% | +1.6% | +2.6% | +0.9% | −2.4% | +4.4% | +17.7% |
| 2006 | +9.8% | −4.8% | −0.1% | −3.0% | −8.4% | +0.4% | +1.6% | +0.1% | +9.2% | +5.3% | +9.7% | −2.3% | +16.7% |
| 2005 | −0.4% | +7.0% | −5.3% | −4.0% | +2.4% | +4.7% | +5.2% | −1.8% | +7.8% | +0.2% | +9.2% | +2.6% | +29.8% |
| 2004 | +11.4% | −3.6% | −0.3% | −9.4% | +0.7% | +3.4% | −8.4% | −0.2% | +2.6% | +4.9% | +3.4% | −0.1% | +2.7% |
| 2003 | −0.2% | +2.2% | +2.4% | +4.0% | +2.3% | +1.6% | +0.8% | +12.9% | −5.5% | +22.5% | −1.5% | −5.9% | +37.7% |
| 2002 | +1.4% | −8.3% | +2.2% | −0.5% | −2.0% | −4.9% | −2.3% | +0.1% | −0.3% | +0.8% | +2.7% | −9.4% | −19.3% |
| 2001 | −3.1% | −3.7% | +1.1% | +4.5% | +0.8% | +0.6% | −9.4% | −2.3% | −4.4% | +0.9% | +6.5% | +7.1% | −2.5% |
| 2000 | −2.9% | +11.1% | +7.9% | +15.3% | +0.1% | +1.5% | −1.5% | +3.8% | +0.4% | +1.3% | −1.5% | −2.7% | +35.9% |
Past performance is illustrative and not indicative of future results. General information only; it does not constitute personalized investment advice. Wizefive does not place any order on your behalf.