BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2005-08-31 | 2007-08-31 | 730 days | $ 23.06 | $ 24.60 | $ 1,000.00 | $ 1,066.80 | 6.68% | 6.68% |
2008-08-31 | 2008-11-30 | 91 days | $ 24.35 | $ 18.86 | $ 1,066.80 | $ 826.24 | -22.55% | -17.38% |
2009-06-30 | 2012-02-29 | 974 days | $ 22.07 | $ 22.45 | $ 826.24 | $ 840.45 | 1.72% | -15.96% |
2012-10-31 | 2016-01-31 | 1,187 days | $ 23.20 | $ 32.22 | $ 840.45 | $ 1,167.22 | 38.88% | 16.72% |
2016-09-30 | 2016-10-31 | 31 days | $ 32.86 | $ 28.32 | $ 1,167.22 | $ 1,005.91 | -13.82% | 0.59% |
2017-04-30 | still open | 2,680 days | $ 30.25 | $ 87.62 | $ 1,005.91 | $ 2,913.62 | 189.65% | 191.36% |
Strategy performance | 191.36% |
Strategy annual return | 5.49% |
Strategy max loss | -33.09% |
Strategy max drawdown | -50.48% |
Worst trade performance | -22.55% |
Trade max loss | -33.10% |
Trade max drawdown | -34.66% |
Asset performance | 279.97% |
Asset annual return | 8.00% |
Asset max drawdown | -54.93% |
2005 | 5.38% |
2006 | 10.07% |
2007 | -12.08% |
2008 | -22.56% |
2009 | 6.35% |
2010 | -0.70% |
2011 | -5.36% |
2012 | -4.96% |
2013 | 23.21% |
2014 | 10.86% |
2015 | -4.42% |
2016 | -13.82% |
2017 | 14.70% |
2018 | 8.33% |
2019 | 36.31% |
2020 | 2.65% |
2021 | 15.13% |
2022 | 16.49% |
2023 | 3.03% |
2024 | 31.47% |
Open | Close | ||
Dates | 2005-08-31 | 2007-08-31 | 730 days |
Prices | $ 23.06 | $ 24.60 | 6.68% |
Capital | $ 1,000.00 | $ 1,066.80 | 6.68% |
Dates | 2008-08-31 | 2008-11-30 | 91 days |
Prices | $ 24.35 | $ 18.86 | -22.55% |
Capital | $ 1,066.80 | $ 826.24 | -17.38% |
Dates | 2009-06-30 | 2012-02-29 | 974 days |
Prices | $ 22.07 | $ 22.45 | 1.72% |
Capital | $ 826.24 | $ 840.45 | -15.96% |
Dates | 2012-10-31 | 2016-01-31 | 1,187 days |
Prices | $ 23.20 | $ 32.22 | 38.88% |
Capital | $ 840.45 | $ 1,167.22 | 16.72% |
Dates | 2016-09-30 | 2016-10-31 | 31 days |
Prices | $ 32.86 | $ 28.32 | -13.82% |
Capital | $ 1,167.22 | $ 1,005.91 | 0.59% |
Dates | 2017-04-30 | still open | 2,680 days |
Prices | $ 30.25 | $ 87.62 | 189.65% |
Capital | $ 1,005.91 | $ 2,913.62 | 191.36% |
Strategy performance | 191.36% |
Strategy annual return | 5.49% |
Strategy max loss | -33.09% |
Strategy max drawdown | -50.48% |
Worst trade performance | -22.55% |
Trade max loss | -33.10% |
Trade max drawdown | -34.66% |
Asset performance | 279.97% |
Asset annual return | 8.00% |
Asset max drawdown | -54.93% |
Year | Performance |
2005 | 5.38% |
2006 | 10.07% |
2007 | -12.08% |
2008 | -22.56% |
2009 | 6.35% |
2010 | -0.70% |
2011 | -5.36% |
2012 | -4.96% |
2013 | 23.21% |
2014 | 10.86% |
2015 | -4.42% |
2016 | -13.82% |
2017 | 14.70% |
2018 | 8.33% |
2019 | 36.31% |
2020 | 2.65% |
2021 | 15.13% |
2022 | 16.49% |
2023 | 3.03% |
2024 | 31.47% |