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 | -5.03% | 11.00% | 25.95% | 22.37% | 31.86% | 26.78% | 22.57% |
| S&P 500 | -5.25% | 5.32% | 13.30% | 7.09% | 10.52% | 8.77% | 5.04% |
| MSCI World | -2.66% | 5.23% | 11.38% | 5.33% | 8.98% | 6.51% | 3.73% |
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
€1,857,070.79
€39,325.23
€28,052.67 Annualized Return
22.57%
5.04%
3.73% Standard Deviation
5.77%
4.42%
4.10% Max Drawdown
-24.66% (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
67.38% (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
-20.29% (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
1.12
0.40
0.33 YTD Return
-5.03%
-5.25%
-2.66%
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% | 0.87% | 2.70% | -9.24% | -19.23% |
| 2003 | -0.18% | 2.16% | 2.44% | 4.06% | 2.31% | 1.56% | 0.80% | 12.85% | -5.50% | 22.47% | -1.47% | -5.88% | 37.91% |
| 2004 | 11.34% | -3.60% | -0.33% | -9.27% | 0.73% | 3.32% | -8.55% | -0.24% | 2.65% | 5.02% | 0.81% | -0.18% | -0.03% |
| 2005 | -0.35% | 6.79% | -5.31% | -4.15% | 4.26% | 4.78% | 5.07% | -1.32% | 8.18% | 0.85% | 9.34% | 2.77% | 34.09% |
| 2006 | 9.47% | -4.76% | -0.10% | -2.98% | -8.37% | 0.41% | 1.61% | 0.10% | 9.15% | 5.31% | 9.76% | -2.33% | 16.54% |
| 2007 | -0.57% | -5.27% | -0.42% | 1.07% | 11.07% | 1.41% | 3.10% | 1.65% | 2.61% | 0.93% | -1.65% | 4.17% | 18.73% |
| 2008 | -13.00% | 0.55% | 0.14% | 3.05% | 2.10% | -6.05% | -2.35% | 2.58% | -0.83% | 0.62% | -0.66% | -0.20% | -14.20% |
| 2009 | 1.01% | -0.99% | 0.47% | 1.02% | -5.46% | -1.53% | 6.14% | 5.79% | 1.85% | -9.04% | 6.55% | 17.16% | 22.68% |
| 2010 | -13.22% | 3.80% | 8.90% | 15.09% | 9.28% | -0.97% | -0.57% | 5.14% | 1.29% | 1.12% | 13.36% | -10.92% | 32.09% |
| 2011 | 14.01% | -0.63% | -9.38% | -2.28% | -0.77% | -0.37% | -2.99% | 0.22% | 1.53% | 0.40% | 3.97% | -0.32% | 1.87% |
| 2012 | -1.43% | 5.56% | 4.06% | -6.29% | 1.53% | 1.24% | 4.52% | -2.16% | -0.46% | -0.57% | 1.78% | 5.25% | 13.08% |
| 2013 | 14.91% | 3.23% | 2.65% | 3.37% | 21.24% | 1.70% | 3.91% | 11.72% | 7.82% | -3.13% | -3.87% | 2.66% | 85.74% |
| 2014 | 6.20% | 3.96% | -8.76% | -2.37% | 3.52% | 3.12% | 0.12% | 3.61% | 3.25% | 1.76% | 4.89% | 0.32% | 20.39% |
| 2015 | 5.60% | 7.67% | 3.34% | -6.42% | 7.10% | -0.81% | 5.53% | -3.36% | -0.92% | 3.50% | 7.83% | -1.13% | 30.24% |
| 2016 | -7.99% | -1.79% | 1.51% | 4.18% | 11.76% | 4.18% | 11.83% | 4.14% | 1.64% | 2.03% | 13.21% | 9.10% | 65.97% |
| 2017 | -1.68% | 12.09% | -0.91% | -0.89% | -2.67% | -0.76% | -1.94% | 0.74% | -0.10% | 7.79% | -1.25% | 0.10% | 9.93% |
| 2018 | 4.08% | 4.60% | -3.65% | 2.93% | 6.70% | 3.15% | 2.55% | 13.53% | 6.10% | -12.38% | 4.81% | -3.65% | 29.89% |
| 2019 | 0.62% | 1.70% | 4.74% | 1.64% | -8.43% | 3.52% | 1.34% | 1.15% | -0.37% | 0.06% | 6.03% | 12.07% | 25.37% |
| 2020 | 16.51% | -0.40% | -2.37% | 3.98% | 1.75% | 8.42% | 8.23% | 26.80% | -6.60% | -6.00% | 8.68% | 8.39% | 84.43% |
| 2021 | 2.71% | -0.30% | 4.23% | 2.30% | 2.36% | 2.27% | -2.93% | 8.00% | -4.56% | 11.10% | 11.97% | -3.63% | 37.12% |
| 2022 | -9.25% | 2.92% | 4.13% | 0.14% | 3.32% | -3.70% | 0.99% | -1.02% | -0.57% | 0.99% | -1.27% | -3.04% | -6.89% |
| 2023 | 4.05% | 4.04% | 5.43% | 0.62% | 18.64% | 2.15% | 5.85% | 1.04% | -3.46% | -0.59% | 2.00% | 2.35% | 49.13% |
| 2024 | 2.89% | 14.69% | 2.43% | -6.60% | 6.00% | 7.47% | -3.46% | 1.14% | -0.71% | 1.37% | 10.52% | 5.08% | 46.76% |
| 2025 | -0.23% | -6.73% | -4.30% | -2.13% | 0.48% | 1.28% | 7.42% | -0.33% | -5.03% |