GOOG: $318.39 ▼ -2.23 (-0.70%)MU: $226.65 ▼ -7.51 (-3.21%)AMD: $215.98 ▼ -1.62 (-0.74%)AVGO: $381.03 ▲ 0.42 (0.11%)LLY: $1,014.49 ▼ -19.07 (-1.85%)LRCX: $157.09 ▼ -2.66 (-1.67%)AMAT: $269.44 ▲ 0.81 (0.30%)MRK: $100.89 ▼ -1.38 (-1.35%)CRM: $247.46 ▲ 8.74 (3.66%)LIN: $403.73 ▼ -5.42 (-1.32%)META: $661.53 ▲ 21.93 (3.43%)NFLX: $103.22 ▼ -0.74 (-0.71%)ORCL: $214.33 ▲ 6.60 (3.18%)USDEUR: $0.86 ▲ 0.00 (0.23%)ARGX.BR: $792.20 ▼ -6.80 (-0.85%)ASML.AS: $957.30 ▼ -6.10 (-0.63%)AZN.L: $13,514.00 ▼ -180.00 (-1.31%)BARC.L: $439.20 ▲ 5.85 (1.35%)BBVA.MC: $19.10 ▲ 0.41 (2.19%)ENR.DE: $117.10 ▲ 3.05 (2.67%)MC.PA: $633.10 ▲ 2.80 (0.44%)RWE.DE: $43.59 ▼ -0.18 (-0.41%)STAN.L: $1,662.00 ▲ 1.50 (0.09%)UCB.BR: $239.90 ▲ 0.10 (0.04%)INTC: $40.50 ▼ -3.26 (-7.45%)XAUUSD: $4,209.12 ▲ 6.01 (0.14%)WBD: $24.54 ▼ -0.03 (-0.12%)WDC: $161.00 ▲ 5.41 (3.48%)IEF: $96.67 ▼ -0.30 (-0.31%)TLT: $88.58 ▼ -0.48 (-0.54%)CAT: $599.15 ▲ 7.66 (1.30%)TMO: $575.24 ▼ -5.21 (-0.90%)AIR.PA: $197.02 ▼ -1.10 (-0.56%)BATS.L: $4,342.00 ▲ 0.00 (0.00%)BP.L: $465.00 ▲ 1.00 (0.22%)CFR.SW: $173.10 ▼ -0.45 (-0.26%)EL.PA: $303.20 ▼ -5.60 (-1.81%)GSK.L: $1,826.00 ▼ -7.00 (-0.38%)LLOY.L: $96.96 ▲ 1.00 (1.04%)RIO.L: $5,494.00 ▼ -10.00 (-0.18%)ROG.SW: $310.10 ▼ -3.70 (-1.18%)AAPL: $280.70 ▼ -3.45 (-1.21%)JNJ: $202.48 ▼ -2.85 (-1.39%)BAYN.DE: $33.58 ▼ -0.68 (-1.97%)GLEN.L: $382.90 ▼ -0.20 (-0.05%)SAN.MC: $9.48 ▲ 0.17 (1.78%)ISRG: $568.63 ▼ -1.08 (-0.19%)IBE.MC: $17.93 ▼ -0.09 (-0.47%)TTE.PA: $57.18 ▲ 0.14 (0.25%)STX: $265.63 ▲ 6.96 (2.69%)AMZN: $229.11 ▼ -3.27 (-1.41%)MSFT: $480.84 ▲ 3.11 (0.65%)NVDA: $183.46 ▲ 3.87 (2.15%)IBB: $172.11 ▼ -0.12 (-0.07%)XBI: $123.25 ▲ 1.42 (1.17%)

Performance Dashboard

Followjack-5-50-8 Performance in EUR

Period: Jan 1, 2000 - Dec 4, 2025

Performance by Period

Ann. Return

20.35%

Jan 2000 - Dec 2025

YTD

12.99%

3M

13.86%

6M

22.35%

1Y

14.13%

3Y

109.43%

5Y

197.70%

10Y

1,172.83%

20Y

5,892.89%

Performance Summary

Metric Value
Start Balance 10,000.00
End Balance 1,216,910.20
Annualized Return 20.35%
Standard Deviation 1.46%
Best Month 13.90%
Worst Month -6.87%
Maximum Drawdown 21.63%
Sharpe Ratio 0.64
Sortino Ratio 0.77
Rendement moyen (mois positifs) 0.87%
Rendement moyen (mois négatifs) -0.87%
% de mois positifs 65.53%
Mois consécutifs négatifs (max) 6 (Jan 2001 - Feb 2001)

Monthly Performance by Year

Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2025 0.46% -5.33% -2.37% -1.10% 0.58% 4.72% 3.98% -1.31% 8.76% 4.69% - -0.04% 12.95%
2024 1.87% 14.04% 1.88% -7.64% 6.27% 4.78% -2.87% 2.38% -0.21% 0.51% 10.48% 1.01% 35.49%
2023 3.79% 0.89% 5.04% 0.18% 15.65% 2.12% 5.85% 0.00% -4.93% -0.39% 2.65% 3.24% 38.22%
2022 -10.34% 2.76% 3.58% -2.33% 3.88% -3.81% 0.47% -1.53% -0.80% 1.08% 1.30% -1.02% -7.37%
2021 1.83% 2.30% 2.90% 2.86% 4.98% 1.07% -1.83% 6.42% -6.44% 10.63% 9.63% -1.64% 36.40%
2020 9.55% -1.24% -1.71% 3.26% 3.04% 7.65% 10.49% 25.50% -6.77% -6.16% 8.18% 11.35% 78.01%
2019 0.81% 2.25% 3.87% 1.21% -6.42% 4.67% -0.42% 0.50% -1.38% 0.30% 5.55% 11.59% 23.74%
2018 6.72% 1.54% -4.08% 1.94% 4.77% 3.16% 2.29% 10.39% 4.57% -12.38% 4.56% -3.08% 20.09%
2017 1.01% 8.40% 0.80% 0.55% 2.24% -0.45% 1.03% 1.93% -1.59% 5.93% 1.73% 2.17% 26.03%
2016 -5.43% -0.74% 3.12% 1.98% 8.66% 3.18% 8.34% 2.64% 2.32% -1.69% 8.20% 6.51% 42.67%
2015 -0.06% 6.45% -0.66% -3.56% 6.09% 1.32% 4.27% -4.12% -0.56% 2.63% 3.54% 0.10% 15.86%
2014 1.75% 9.93% -7.59% -2.34% 1.57% 4.34% -0.34% 1.50% -2.18% 2.28% 4.93% -1.21% 12.24%
2013 12.37% -0.73% 2.15% 4.84% 10.51% -0.04% 4.97% 7.46% 7.82% -0.78% 0.05% 5.40% 67.92%
2012 -0.81% 5.38% 2.38% -5.82% -5.79% 3.10% 2.65% -0.98% 1.70% -0.44% 2.00% 3.55% 6.41%
2011 10.59% 2.20% -5.07% 1.88% -2.88% -0.24% -2.24% -0.48% -0.61% 1.48% 1.95% -1.70% 4.16%
2010 -11.89% 0.94% 5.50% 12.62% 0.39% -1.46% 0.51% 2.26% 3.34% 2.21% 5.05% -5.82% 12.28%
2009 -0.06% -1.00% 0.71% 0.88% -2.41% -1.44% 5.84% 4.37% 4.55% -4.58% 7.72% 8.92% 25.00%
2008 -7.88% 0.53% 0.97% 2.95% 1.62% -5.36% -2.31% 0.30% -2.62% -2.71% -0.61% 0.22% -14.39%
2007 -1.69% -4.89% 0.67% 1.69% 12.36% 0.78% 3.50% 0.25% 5.17% 4.59% -2.96% 3.76% 24.57%
2006 10.90% -4.65% 0.19% 0.72% -5.90% 0.49% 1.06% 0.06% 7.54% 7.17% 10.69% -3.24% 25.94%
2005 -3.37% 4.84% -5.36% -3.75% -0.25% 2.45% 4.29% -0.73% 6.23% 0.83% 8.89% 3.32% 17.66%
2004 7.65% -3.17% -0.86% -7.61% 1.76% 2.38% -6.63% 0.32% 3.07% 5.24% 6.76% 2.25% 10.31%
2003 0.93% 3.46% 2.58% 5.19% 5.49% 1.62% 1.22% 10.44% -0.78% 25.11% 1.24% -2.25% 65.85%
2002 0.29% -7.14% 3.03% -0.15% 0.03% -2.03% -2.71% 0.11% -0.44% 0.94% 2.53% -6.07% -11.48%
2001 -2.99% -4.42% -1.40% 4.15% -1.75% -0.28% -6.52% -1.32% -2.93% 0.41% 5.77% 2.83% -8.78%
2000 -2.62% 8.01% 7.71% 7.59% -0.88% 2.93% -2.66% 1.59% -1.14% 0.38% -1.19% 0.08% 20.69%

Performance Analysis by Month

Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Année
Minimum -11.89% -7.14% -7.59% -7.64% -6.42% -5.36% -6.63% -4.12% -6.77% -12.38% -2.96% -6.07% -14.39%
Maximum 12.37% 14.04% 7.71% 12.62% 15.65% 7.65% 10.49% 25.50% 8.76% 25.11% 10.69% 11.59% 78.01%
Moyenne 0.90% 1.56% 0.69% 0.78% 2.45% 1.37% 1.24% 2.61% 0.83% 1.82% 4.35% 1.55% 22.33%
Médiane 0.63% 1.24% 0.88% 1.04% 1.69% 1.47% 1.04% 0.41% -0.50% 0.88% 4.56% 0.62% 20.39%
% Positif 57.69% 61.54% 65.38% 65.38% 69.23% 65.38% 61.54% 73.08% 42.31% 69.23% 88.00% 61.54% 84.62%
Échantillons 26 26 26 26 26 26 26 26 26 26 25 26 26

Portfolio Growth (Initial Investment: 10,000.00 EUR)

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