Buy (bull) | Wait (bullish reversal) | Wait (bearish reversal) | Sell (bear) |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2013-03-31 | 2013-05-31 | -61 days | $ 27.04 | $ 24.41 | $ 1,000.00 | $ 902.70 | -9.73% | -9.73% |
2013-11-30 | 2013-12-31 | -31 days | $ 25.36 | $ 24.37 | $ 902.70 | $ 867.49 | -3.90% | -13.25% |
2014-04-30 | 2014-09-30 | -153 days | $ 26.45 | $ 23.94 | $ 867.49 | $ 785.17 | -9.49% | -21.48% |
2017-08-31 | 2018-03-31 | -212 days | $ 22.65 | $ 22.02 | $ 785.17 | $ 763.34 | -2.78% | -23.67% |
2019-07-31 | 2019-08-31 | -31 days | $ 22.41 | $ 21.68 | $ 763.34 | $ 738.46 | -3.26% | -26.15% |
2019-11-30 | 2020-02-29 | -91 days | $ 22.83 | $ 20.12 | $ 738.46 | $ 650.80 | -11.87% | -34.92% |
2020-12-31 | 2021-11-30 | -334 days | $ 23.95 | $ 24.46 | $ 650.80 | $ 664.66 | 2.13% | -33.53% |
2024-03-31 | still open | 0 days | $ 24.66 | $ 24.66 | $ 664.66 | $ 664.66 | 0.00% | -33.53% |
Strategy performance | -33.53% |
Strategy annual return | -3.35% |
Strategy max loss | -37.50% |
Strategy max drawdown | -39.96% |
Worst trade performance | -11.87% |
Trade max loss | -13.93% |
Trade max drawdown | -16.53% |
Asset performance | -8.80% |
Asset annual return | -0.48% |
Asset max drawdown | -54.78% |
2013 | -13.24% |
2014 | -9.51% |
2015 | 0.00% |
2016 | 0.00% |
2017 | 2.31% |
2018 | -7.36% |
2019 | -4.07% |
2020 | -9.60% |
2021 | 2.98% |
2022 | 0.00% |
2023 | 0.00% |
2024 | 0.00% |
Open | Close | ||
Dates | 2013-03-31 | 2013-05-31 | -61 days |
Prices | $ 27.04 | $ 24.41 | -9.73% |
Capital | $ 1,000.00 | $ 902.70 | -9.73% |
Dates | 2013-11-30 | 2013-12-31 | -31 days |
Prices | $ 25.36 | $ 24.37 | -3.9% |
Capital | $ 902.70 | $ 867.49 | -13.25% |
Dates | 2014-04-30 | 2014-09-30 | -153 days |
Prices | $ 26.45 | $ 23.94 | -9.49% |
Capital | $ 867.49 | $ 785.17 | -21.48% |
Dates | 2017-08-31 | 2018-03-31 | -212 days |
Prices | $ 22.65 | $ 22.02 | -2.78% |
Capital | $ 785.17 | $ 763.34 | -23.67% |
Dates | 2019-07-31 | 2019-08-31 | -31 days |
Prices | $ 22.41 | $ 21.68 | -3.26% |
Capital | $ 763.34 | $ 738.46 | -26.15% |
Dates | 2019-11-30 | 2020-02-29 | -91 days |
Prices | $ 22.83 | $ 20.12 | -11.87% |
Capital | $ 738.46 | $ 650.80 | -34.92% |
Dates | 2020-12-31 | 2021-11-30 | -334 days |
Prices | $ 23.95 | $ 24.46 | 2.13% |
Capital | $ 650.80 | $ 664.66 | -33.53% |
Dates | 2024-03-31 | still open | 0 days |
Prices | $ 24.66 | $ 24.66 | 0% |
Capital | $ 664.66 | $ 664.66 | -33.53% |
Strategy performance | -33.53% |
Strategy annual return | -3.35% |
Strategy max loss | -37.50% |
Strategy max drawdown | -39.96% |
Worst trade performance | -11.87% |
Trade max loss | -13.93% |
Trade max drawdown | -16.53% |
Asset performance | -8.80% |
Asset annual return | -0.48% |
Asset max drawdown | -54.78% |
Year | Performance |
2013 | -13.24% |
2014 | -9.51% |
2015 | 0.00% |
2016 | 0.00% |
2017 | 2.31% |
2018 | -7.36% |
2019 | -4.07% |
2020 | -9.60% |
2021 | 2.98% |
2022 | 0.00% |
2023 | 0.00% |
2024 | 0.00% |