BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2016-08-31 | 2018-12-31 | 852 days | $ 47.20 | $ 48.55 | $ 1,000.00 | $ 1,028.60 | 2.86% | 2.86% |
2019-04-30 | 2020-03-31 | 336 days | $ 54.89 | $ 47.46 | $ 1,028.60 | $ 889.33 | -13.54% | -11.07% |
2020-08-31 | 2022-08-31 | 730 days | $ 59.50 | $ 60.50 | $ 889.33 | $ 904.27 | 1.68% | -9.57% |
2023-05-31 | still open | 458 days | $ 63.45 | $ 77.36 | $ 904.27 | $ 1,102.49 | 21.92% | 10.25% |
Strategy performance | 10.25% |
Strategy annual return | 1.09% |
Strategy max loss | -23.75% |
Strategy max drawdown | -34.98% |
Worst trade performance | -13.54% |
Trade max loss | -23.76% |
Trade max drawdown | -29.56% |
Asset performance | 63.90% |
Asset annual return | 6.75% |
Asset max drawdown | -29.56% |
2016 | 0.04% |
2017 | 11.83% |
2018 | -13.50% |
2019 | 5.66% |
2020 | -10.78% |
2021 | 13.82% |
2022 | -13.58% |
2023 | 8.83% |
2024 | 11.94% |
Open | Close | ||
Dates | 2016-08-31 | 2018-12-31 | 852 days |
Prices | $ 47.20 | $ 48.55 | 2.86% |
Capital | $ 1,000.00 | $ 1,028.60 | 2.86% |
Dates | 2019-04-30 | 2020-03-31 | 336 days |
Prices | $ 54.89 | $ 47.46 | -13.54% |
Capital | $ 1,028.60 | $ 889.33 | -11.07% |
Dates | 2020-08-31 | 2022-08-31 | 730 days |
Prices | $ 59.50 | $ 60.50 | 1.68% |
Capital | $ 889.33 | $ 904.27 | -9.57% |
Dates | 2023-05-31 | still open | 458 days |
Prices | $ 63.45 | $ 77.36 | 21.92% |
Capital | $ 904.27 | $ 1,102.49 | 10.25% |
Strategy performance | 10.25% |
Strategy annual return | 1.09% |
Strategy max loss | -23.75% |
Strategy max drawdown | -34.98% |
Worst trade performance | -13.54% |
Trade max loss | -23.76% |
Trade max drawdown | -29.56% |
Asset performance | 63.90% |
Asset annual return | 6.75% |
Asset max drawdown | -29.56% |
Year | Performance |
2016 | 0.04% |
2017 | 11.83% |
2018 | -13.50% |
2019 | 5.66% |
2020 | -10.78% |
2021 | 13.82% |
2022 | -13.58% |
2023 | 8.83% |
2024 | 11.94% |