BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2014-05-31 | 2015-10-31 | 518 days | $ 109.67 | $ 109.45 | $ 1,000.00 | $ 998.00 | -0.20% | -0.20% |
2016-04-30 | 2016-12-31 | 245 days | $ 110.89 | $ 108.06 | $ 998.00 | $ 972.55 | -2.55% | -2.75% |
2019-02-28 | 2021-12-31 | 1,037 days | $ 107.07 | $ 114.08 | $ 972.55 | $ 1,036.25 | 6.55% | 3.63% |
2023-04-30 | 2023-10-31 | 184 days | $ 99.96 | $ 92.31 | $ 1,036.25 | $ 956.98 | -7.65% | -4.30% |
2023-12-31 | still open | 244 days | $ 99.25 | $ 100.25 | $ 956.98 | $ 966.65 | 1.01% | -3.34% |
Strategy performance | -3.34% |
Strategy annual return | -0.31% |
Strategy max loss | -11.75% |
Strategy max drawdown | -15.91% |
Worst trade performance | -7.65% |
Trade max loss | -8.38% |
Trade max drawdown | -9.31% |
Asset performance | -8.59% |
Asset annual return | -0.68% |
Asset max drawdown | -23.51% |
2014 | 0.41% |
2015 | -2.61% |
2016 | -2.55% |
2017 | 0.00% |
2018 | 0.00% |
2019 | 4.95% |
2020 | 3.09% |
2021 | -2.76% |
2022 | 0.00% |
2023 | -7.66% |
2024 | 1.16% |
Open | Close | ||
Dates | 2014-05-31 | 2015-10-31 | 518 days |
Prices | $ 109.67 | $ 109.45 | -0.2% |
Capital | $ 1,000.00 | $ 998.00 | -0.20% |
Dates | 2016-04-30 | 2016-12-31 | 245 days |
Prices | $ 110.89 | $ 108.06 | -2.55% |
Capital | $ 998.00 | $ 972.55 | -2.75% |
Dates | 2019-02-28 | 2021-12-31 | 1,037 days |
Prices | $ 107.07 | $ 114.08 | 6.55% |
Capital | $ 972.55 | $ 1,036.25 | 3.63% |
Dates | 2023-04-30 | 2023-10-31 | 184 days |
Prices | $ 99.96 | $ 92.31 | -7.65% |
Capital | $ 1,036.25 | $ 956.98 | -4.30% |
Dates | 2023-12-31 | still open | 244 days |
Prices | $ 99.25 | $ 100.25 | 1.01% |
Capital | $ 956.98 | $ 966.65 | -3.34% |
Strategy performance | -3.34% |
Strategy annual return | -0.31% |
Strategy max loss | -11.75% |
Strategy max drawdown | -15.91% |
Worst trade performance | -7.65% |
Trade max loss | -8.38% |
Trade max drawdown | -9.31% |
Asset performance | -8.59% |
Asset annual return | -0.68% |
Asset max drawdown | -23.51% |
Year | Performance |
2014 | 0.41% |
2015 | -2.61% |
2016 | -2.55% |
2017 | 0.00% |
2018 | 0.00% |
2019 | 4.95% |
2020 | 3.09% |
2021 | -2.76% |
2022 | 0.00% |
2023 | -7.66% |
2024 | 1.16% |