BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2014-05-31 | 2015-08-31 | 457 days | $ 82.33 | $ 81.44 | $ 1,000.00 | $ 989.20 | -1.08% | -1.08% |
2016-04-30 | 2016-12-31 | 245 days | $ 82.97 | $ 80.79 | $ 989.20 | $ 963.18 | -2.63% | -3.68% |
2019-02-28 | 2021-10-31 | 976 days | $ 79.82 | $ 85.38 | $ 963.18 | $ 1,030.31 | 6.97% | 3.03% |
2023-04-30 | still open | 519 days | $ 74.08 | $ 75.11 | $ 1,030.31 | $ 1,044.63 | 1.39% | 4.46% |
Strategy performance | 4.46% |
Strategy annual return | 0.40% |
Strategy max loss | -8.22% |
Strategy max drawdown | -12.54% |
Worst trade performance | -2.63% |
Trade max loss | -8.22% |
Trade max drawdown | -9.23% |
Asset performance | -8.77% |
Asset annual return | -0.72% |
Asset max drawdown | -24.11% |
2014 | 0.05% |
2015 | -3.45% |
2016 | -2.63% |
2017 | 0.00% |
2018 | 0.00% |
2019 | 5.06% |
2020 | 3.13% |
2021 | -2.35% |
2022 | 0.00% |
2023 | -0.72% |
2024 | 2.28% |
Open | Close | ||
Dates | 2014-05-31 | 2015-08-31 | 457 days |
Prices | $ 82.33 | $ 81.44 | -1.08% |
Capital | $ 1,000.00 | $ 989.20 | -1.08% |
Dates | 2016-04-30 | 2016-12-31 | 245 days |
Prices | $ 82.97 | $ 80.79 | -2.63% |
Capital | $ 989.20 | $ 963.18 | -3.68% |
Dates | 2019-02-28 | 2021-10-31 | 976 days |
Prices | $ 79.82 | $ 85.38 | 6.97% |
Capital | $ 963.18 | $ 1,030.31 | 3.03% |
Dates | 2023-04-30 | still open | 519 days |
Prices | $ 74.08 | $ 75.11 | 1.39% |
Capital | $ 1,030.31 | $ 1,044.63 | 4.46% |
Strategy performance | 4.46% |
Strategy annual return | 0.40% |
Strategy max loss | -8.22% |
Strategy max drawdown | -12.54% |
Worst trade performance | -2.63% |
Trade max loss | -8.22% |
Trade max drawdown | -9.23% |
Asset performance | -8.77% |
Asset annual return | -0.72% |
Asset max drawdown | -24.11% |
Year | Performance |
2014 | 0.05% |
2015 | -3.45% |
2016 | -2.63% |
2017 | 0.00% |
2018 | 0.00% |
2019 | 5.06% |
2020 | 3.13% |
2021 | -2.35% |
2022 | 0.00% |
2023 | -0.72% |
2024 | 2.28% |