Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WIZEY (Wise plc) | 18.19% | 2.99% | 26.67% | NA | NA | NA | NA | … | … |
Data as of 05/11/2026, Common starting date is 09/13/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WIZEY (Wise plc) | 09/13/2021 | 05/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.98 | 2.99 | 26.67 | NA | NA | NA | NA | … | … | 18.19 | -10.95 | 21.52 | 64.71 | -35.05 | -26.65 |
| Sharpe Ratio | NA | -0.01 | 0.60 | NA | NA | NA | NA | … | … | 1.39 | -0.43 | 0.39 | 1.30 | -0.57 | -1.37 |
| Standard Deviation(%) | NA | 33.20 | 38.70 | NA | NA | NA | NA | … | … | 41.10 | 32.92 | 38.62 | 46.96 | 63.59 | 46.60 |
| Draw Down(%) | NA | 31.56 | 34.45 | NA | NA | NA | NA | … | … | 16.16 | 28.55 | 34.45 | 22.85 | 64.86 | 40.46 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/11/2026, Common starting date is 09/13/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIZEY (Wise plc) |
-6.20%
Oct 2021 – Oct 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIZEY (Wise plc) |
57.38%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart