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 | 1.15% | 45.09% | 31.55% | 34.53% | 34.52% | 28.55% | 23.24% |
| S&P 500 | 2.14% | 29.54% | 13.02% | 14.82% | 12.62% | 9.73% | 5.65% |
| MSCI World | 2.28% | 23.63% | 10.39% | 11.65% | 9.44% | 7.43% | 4.00% |
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
€1,889,974.67
€39,730.49
€26,643.10 Annualized Return
23.24%
5.65%
4.00% Standard Deviation
5.92%
4.47%
4.16% Max Drawdown
-27.08% (Peak: 2025-01-21, Valley: 2003-01-31)
-66.06% (Peak: 2025-01-21, Valley: 2009-02-27)
-61.72% (Peak: 2025-01-21, Valley: 2009-02-27) Best Year
67.09% (2013-01-31 to 2013-12-31)
31.95% (2021-01-29 to 2021-12-31)
23.06% (2014-02-28 to 2015-01-30) Worst Year
-14.77% (2002-01-31 to 2002-12-31)
-41.53% (2008-01-31 to 2008-12-31)
-43.05% (2002-02-28 to 2003-01-31) Sharpe Ratio
1.13
0.43
0.35 YTD Return
1.15%
2.14%
2.28%
Monthly Performance (Wizefive Composite)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual Return |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | 2.71% | 0.88% | 5.25% | 14.50% | -6.80% | 1.63% | -1.40% | 3.62% | 3.00% | -0.71% | -1.46% | -2.57% | 18.65% |
| 2001 | -3.13% | -2.94% | 1.80% | 3.40% | 1.24% | -0.46% | -8.59% | -2.02% | -3.97% | 0.75% | 4.88% | -0.64% | -9.94% |
| 2002 | 7.48% | -7.71% | 1.18% | -3.05% | -0.49% | -5.00% | -2.65% | 0.17% | -0.73% | 0.91% | 1.96% | -6.83% | -14.65% |
| 2003 | -0.17% | 1.87% | 2.04% | 4.21% | 2.22% | 0.18% | 0.77% | 14.79% | -5.69% | 22.62% | -1.47% | -6.47% | 36.54% |
| 2004 | 10.77% | -3.60% | -0.02% | -10.23% | 0.76% | 4.19% | -9.32% | -0.24% | 2.78% | 5.02% | 3.21% | -1.12% | 0.26% |
| 2005 | -0.35% | 7.17% | -5.24% | -3.96% | 3.69% | 1.57% | 5.61% | -0.78% | 6.53% | 0.16% | 8.74% | 2.70% | 27.81% |
| 2006 | 10.95% | -4.61% | -0.09% | -3.03% | -10.75% | 0.21% | 1.81% | 0.26% | 8.85% | 5.57% | 7.90% | -2.33% | 13.35% |
| 2007 | 0.04% | -5.52% | -0.73% | 1.15% | 16.81% | 1.42% | 3.13% | -0.78% | 2.59% | 0.87% | -1.18% | 4.27% | 22.69% |
| 2008 | -11.12% | 0.44% | 0.34% | 3.25% | 2.22% | -4.86% | -2.04% | 2.11% | -0.56% | 0.69% | -1.06% | -0.23% | -11.06% |
| 2009 | 0.57% | -0.99% | 0.54% | 0.74% | -4.58% | -0.98% | 4.97% | 6.90% | 1.39% | -8.57% | 6.68% | 17.16% | 23.89% |
| 2010 | -11.63% | 4.01% | 10.07% | 15.40% | 9.89% | -1.13% | -0.22% | 5.44% | 1.21% | 1.91% | 13.54% | -10.56% | 39.80% |
| 2011 | 15.91% | -0.65% | -8.52% | -2.34% | 2.32% | -0.39% | -3.12% | -0.26% | 1.98% | 0.41% | 4.58% | 0.30% | 8.85% |
| 2012 | -1.05% | 4.93% | 4.85% | -6.37% | 1.53% | 1.65% | 4.17% | -0.57% | 0.00% | -0.21% | 1.77% | -1.07% | 9.47% |
| 2013 | 14.57% | 4.95% | 2.56% | 3.04% | 24.71% | -0.28% | 3.98% | 12.37% | 6.47% | -3.28% | -4.72% | 2.72% | 86.09% |
| 2014 | 6.20% | 7.08% | -8.91% | -2.45% | 3.72% | 2.09% | 0.10% | 4.96% | 1.56% | 1.78% | 5.12% | -0.41% | 21.66% |
| 2015 | 5.64% | 7.67% | 3.42% | -6.48% | 7.11% | -1.38% | 5.65% | -4.36% | -0.91% | 4.42% | 8.64% | -1.10% | 30.53% |
| 2016 | -7.13% | -1.45% | 1.57% | 3.96% | 17.73% | 3.98% | 11.85% | 4.14% | 1.61% | 2.08% | 14.38% | 9.70% | 79.33% |
| 2017 | -1.78% | 12.01% | -0.89% | -3.70% | -2.67% | -1.09% | -1.97% | 0.67% | -0.10% | 8.14% | -0.02% | -0.63% | 7.08% |
| 2018 | 4.08% | 3.66% | -3.60% | 3.28% | 7.68% | 2.83% | 2.57% | 15.04% | 6.12% | -12.29% | 2.91% | -4.54% | 28.32% |
| 2019 | 0.64% | 1.71% | 4.16% | 1.65% | -8.38% | 3.48% | 1.84% | 1.89% | -2.23% | 0.44% | 6.13% | 11.71% | 24.11% |
| 2020 | 16.51% | -0.83% | -2.65% | 4.59% | 1.82% | 8.24% | 8.54% | 26.32% | -4.79% | -6.10% | 9.61% | 5.48% | 83.74% |
| 2021 | 2.54% | -0.33% | 4.58% | 2.90% | 2.70% | 2.38% | -3.05% | 8.14% | -5.13% | 10.49% | 12.18% | -4.26% | 36.48% |
| 2022 | -10.06% | 3.26% | 3.45% | -0.61% | 3.32% | -3.90% | 1.81% | -0.32% | -0.58% | 1.68% | -1.74% | -2.91% | -7.20% |
| 2023 | 3.23% | 3.10% | 5.43% | 0.59% | 19.47% | 2.28% | 4.61% | 1.00% | -3.16% | -1.70% | 3.99% | 2.46% | 47.81% |
| 2024 | 2.86% | 14.95% | 2.41% | -5.53% | 6.09% | 7.03% | -3.62% | 0.35% | -0.27% | 1.35% | 10.41% | 5.22% | 47.54% |
| 2025 | 1.15% | 1.15% |