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) |
---|---|---|---|---|---|---|---|---|
2013-04-30 | 2014-03-31 | -335 days | $ 46.80 | $ 45.32 | $ 1,000.00 | $ 968.40 | -3.16% | -3.16% |
2014-06-30 | 2014-11-30 | -153 days | $ 48.16 | $ 46.48 | $ 968.40 | $ 934.60 | -3.49% | -6.54% |
2015-03-31 | 2015-08-31 | -153 days | $ 50.12 | $ 48.48 | $ 934.60 | $ 904.04 | -3.27% | -9.60% |
2015-11-30 | 2015-12-31 | -31 days | $ 49.52 | $ 48.48 | $ 904.04 | $ 885.06 | -2.10% | -11.49% |
2016-09-30 | 2018-06-30 | -638 days | $ 50.16 | $ 57.91 | $ 885.06 | $ 1,021.80 | 15.45% | 2.18% |
2019-11-30 | 2020-02-29 | -91 days | $ 59.43 | $ 52.96 | $ 1,021.80 | $ 910.53 | -10.89% | -8.95% |
2020-09-30 | 2021-11-30 | -426 days | $ 59.07 | $ 66.33 | $ 910.53 | $ 1,022.43 | 12.29% | 2.24% |
2023-07-31 | 2023-10-31 | -92 days | $ 63.42 | $ 58.96 | $ 1,022.43 | $ 950.55 | -7.03% | -4.95% |
2023-12-31 | still open | -121 days | $ 64.14 | $ 67.27 | $ 950.55 | $ 996.94 | 4.88% | -0.31% |
Strategy performance | -0.31% |
Strategy annual return | -0.03% |
Strategy max loss | -16.75% |
Strategy max drawdown | -22.85% |
Worst trade performance | -10.89% |
Trade max loss | -13.02% |
Trade max drawdown | -16.65% |
Asset performance | 43.74% |
Asset annual return | 4.45% |
Asset max drawdown | -35.73% |
2013 | 3.76% |
2014 | -3.49% |
2015 | -5.30% |
2016 | -2.58% |
2017 | 18.51% |
2018 | -7.99% |
2019 | -0.31% |
2020 | 4.86% |
2021 | -0.97% |
2022 | 0.00% |
2023 | -7.04% |
2024 | 1.59% |
Open | Close | ||
Dates | 2013-04-30 | 2014-03-31 | -335 days |
Prices | $ 46.80 | $ 45.32 | -3.16% |
Capital | $ 1,000.00 | $ 968.40 | -3.16% |
Dates | 2014-06-30 | 2014-11-30 | -153 days |
Prices | $ 48.16 | $ 46.48 | -3.49% |
Capital | $ 968.40 | $ 934.60 | -6.54% |
Dates | 2015-03-31 | 2015-08-31 | -153 days |
Prices | $ 50.12 | $ 48.48 | -3.27% |
Capital | $ 934.60 | $ 904.04 | -9.60% |
Dates | 2015-11-30 | 2015-12-31 | -31 days |
Prices | $ 49.52 | $ 48.48 | -2.1% |
Capital | $ 904.04 | $ 885.06 | -11.49% |
Dates | 2016-09-30 | 2018-06-30 | -638 days |
Prices | $ 50.16 | $ 57.91 | 15.45% |
Capital | $ 885.06 | $ 1,021.80 | 2.18% |
Dates | 2019-11-30 | 2020-02-29 | -91 days |
Prices | $ 59.43 | $ 52.96 | -10.89% |
Capital | $ 1,021.80 | $ 910.53 | -8.95% |
Dates | 2020-09-30 | 2021-11-30 | -426 days |
Prices | $ 59.07 | $ 66.33 | 12.29% |
Capital | $ 910.53 | $ 1,022.43 | 2.24% |
Dates | 2023-07-31 | 2023-10-31 | -92 days |
Prices | $ 63.42 | $ 58.96 | -7.03% |
Capital | $ 1,022.43 | $ 950.55 | -4.95% |
Dates | 2023-12-31 | still open | -121 days |
Prices | $ 64.14 | $ 67.27 | 4.88% |
Capital | $ 950.55 | $ 996.94 | -0.31% |
Strategy performance | -0.31% |
Strategy annual return | -0.03% |
Strategy max loss | -16.75% |
Strategy max drawdown | -22.85% |
Worst trade performance | -10.89% |
Trade max loss | -13.02% |
Trade max drawdown | -16.65% |
Asset performance | 43.74% |
Asset annual return | 4.45% |
Asset max drawdown | -35.73% |
Year | Performance |
2013 | 3.76% |
2014 | -3.49% |
2015 | -5.30% |
2016 | -2.58% |
2017 | 18.51% |
2018 | -7.99% |
2019 | -0.31% |
2020 | 4.86% |
2021 | -0.97% |
2022 | 0.00% |
2023 | -7.04% |
2024 | 1.59% |