BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2006-02-28 | 2008-07-31 | 884 days | $ 27.61 | $ 30.35 | $ 1,000.00 | $ 1,099.20 | 9.92% | 9.92% |
2009-08-31 | 2016-08-31 | 2,557 days | $ 26.04 | $ 94.46 | $ 1,099.20 | $ 3,987.35 | 262.75% | 298.74% |
2017-01-31 | 2018-04-30 | 454 days | $ 110.65 | $ 100.33 | $ 3,987.35 | $ 3,615.33 | -9.33% | 261.53% |
2018-08-31 | 2020-06-30 | 669 days | $ 112.02 | $ 111.51 | $ 3,615.33 | $ 3,598.70 | -0.46% | 259.87% |
2020-12-31 | 2022-03-31 | 455 days | $ 181.18 | $ 137.16 | $ 3,598.70 | $ 2,724.22 | -24.30% | 172.42% |
2023-06-30 | 2023-09-30 | 92 days | $ 89.28 | $ 81.05 | $ 2,724.22 | $ 2,473.05 | -9.22% | 147.31% |
2023-11-30 | still open | 275 days | $ 92.69 | $ 90.38 | $ 2,473.05 | $ 2,411.47 | -2.49% | 141.15% |
Strategy performance | 141.15% |
Strategy annual return | 4.74% |
Strategy max loss | -46.33% |
Strategy max drawdown | -58.48% |
Worst trade performance | -24.30% |
Trade max loss | -29.41% |
Trade max drawdown | -48.46% |
Asset performance | 227.32% |
Asset annual return | 7.01% |
Asset max drawdown | -61.22% |
2006 | 22.45% |
2007 | -6.97% |
2008 | 1.71% |
2009 | 23.86% |
2010 | 26.95% |
2011 | -3.51% |
2012 | 27.99% |
2013 | 41.80% |
2014 | 29.72% |
2015 | 15.52% |
2016 | -1.42% |
2017 | -2.83% |
2018 | -9.63% |
2019 | 29.70% |
2020 | -19.38% |
2021 | -7.89% |
2022 | -4.06% |
2023 | -11.56% |
2024 | -5.91% |
Open | Close | ||
Dates | 2006-02-28 | 2008-07-31 | 884 days |
Prices | $ 27.61 | $ 30.35 | 9.92% |
Capital | $ 1,000.00 | $ 1,099.20 | 9.92% |
Dates | 2009-08-31 | 2016-08-31 | 2,557 days |
Prices | $ 26.04 | $ 94.46 | 262.75% |
Capital | $ 1,099.20 | $ 3,987.35 | 298.74% |
Dates | 2017-01-31 | 2018-04-30 | 454 days |
Prices | $ 110.65 | $ 100.33 | -9.33% |
Capital | $ 3,987.35 | $ 3,615.33 | 261.53% |
Dates | 2018-08-31 | 2020-06-30 | 669 days |
Prices | $ 112.02 | $ 111.51 | -0.46% |
Capital | $ 3,615.33 | $ 3,598.70 | 259.87% |
Dates | 2020-12-31 | 2022-03-31 | 455 days |
Prices | $ 181.18 | $ 137.16 | -24.3% |
Capital | $ 3,598.70 | $ 2,724.22 | 172.42% |
Dates | 2023-06-30 | 2023-09-30 | 92 days |
Prices | $ 89.28 | $ 81.05 | -9.22% |
Capital | $ 2,724.22 | $ 2,473.05 | 147.31% |
Dates | 2023-11-30 | still open | 275 days |
Prices | $ 92.69 | $ 90.38 | -2.49% |
Capital | $ 2,473.05 | $ 2,411.47 | 141.15% |
Strategy performance | 141.15% |
Strategy annual return | 4.74% |
Strategy max loss | -46.33% |
Strategy max drawdown | -58.48% |
Worst trade performance | -24.30% |
Trade max loss | -29.41% |
Trade max drawdown | -48.46% |
Asset performance | 227.32% |
Asset annual return | 7.01% |
Asset max drawdown | -61.22% |
Year | Performance |
2006 | 22.45% |
2007 | -6.97% |
2008 | 1.71% |
2009 | 23.86% |
2010 | 26.95% |
2011 | -3.51% |
2012 | 27.99% |
2013 | 41.80% |
2014 | 29.72% |
2015 | 15.52% |
2016 | -1.42% |
2017 | -2.83% |
2018 | -9.63% |
2019 | 29.70% |
2020 | -19.38% |
2021 | -7.89% |
2022 | -4.06% |
2023 | -11.56% |
2024 | -5.91% |