BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2013-10-31 | 2014-11-30 | 395 days | $ 158.10 | $ 153.46 | $ 1,000.00 | $ 970.70 | -2.93% | -2.93% |
2017-06-30 | 2018-08-31 | 427 days | $ 126.82 | $ 125.72 | $ 970.70 | $ 962.25 | -0.87% | -3.78% |
2019-04-30 | 2019-05-31 | 31 days | $ 126.49 | $ 122.60 | $ 962.25 | $ 932.61 | -3.08% | -6.74% |
2019-12-31 | 2020-05-31 | 152 days | $ 128.43 | $ 119.62 | $ 932.61 | $ 868.63 | -6.86% | -13.14% |
2020-08-31 | 2022-03-31 | 577 days | $ 129.34 | $ 126.30 | $ 868.63 | $ 848.22 | -2.35% | -15.18% |
2023-03-31 | still open | 519 days | $ 118.73 | $ 126.50 | $ 848.22 | $ 903.69 | 6.54% | -9.63% |
Strategy performance | -9.63% |
Strategy annual return | -0.84% |
Strategy max loss | -19.42% |
Strategy max drawdown | -24.65% |
Worst trade performance | -6.86% |
Trade max loss | -13.60% |
Trade max drawdown | -14.36% |
Asset performance | -19.99% |
Asset annual return | -1.77% |
Asset max drawdown | -39.55% |
2013 | 3.29% |
2014 | -5.24% |
2015 | 0.00% |
2016 | 0.00% |
2017 | 3.45% |
2018 | -8.88% |
2019 | -3.08% |
2020 | -4.53% |
2021 | -1.67% |
2022 | -2.32% |
2023 | 3.42% |
2024 | 3.61% |
Open | Close | ||
Dates | 2013-10-31 | 2014-11-30 | 395 days |
Prices | $ 158.10 | $ 153.46 | -2.93% |
Capital | $ 1,000.00 | $ 970.70 | -2.93% |
Dates | 2017-06-30 | 2018-08-31 | 427 days |
Prices | $ 126.82 | $ 125.72 | -0.87% |
Capital | $ 970.70 | $ 962.25 | -3.78% |
Dates | 2019-04-30 | 2019-05-31 | 31 days |
Prices | $ 126.49 | $ 122.60 | -3.08% |
Capital | $ 962.25 | $ 932.61 | -6.74% |
Dates | 2019-12-31 | 2020-05-31 | 152 days |
Prices | $ 128.43 | $ 119.62 | -6.86% |
Capital | $ 932.61 | $ 868.63 | -13.14% |
Dates | 2020-08-31 | 2022-03-31 | 577 days |
Prices | $ 129.34 | $ 126.30 | -2.35% |
Capital | $ 868.63 | $ 848.22 | -15.18% |
Dates | 2023-03-31 | still open | 519 days |
Prices | $ 118.73 | $ 126.50 | 6.54% |
Capital | $ 848.22 | $ 903.69 | -9.63% |
Strategy performance | -9.63% |
Strategy annual return | -0.84% |
Strategy max loss | -19.42% |
Strategy max drawdown | -24.65% |
Worst trade performance | -6.86% |
Trade max loss | -13.60% |
Trade max drawdown | -14.36% |
Asset performance | -19.99% |
Asset annual return | -1.77% |
Asset max drawdown | -39.55% |
Year | Performance |
2013 | 3.29% |
2014 | -5.24% |
2015 | 0.00% |
2016 | 0.00% |
2017 | 3.45% |
2018 | -8.88% |
2019 | -3.08% |
2020 | -4.53% |
2021 | -1.67% |
2022 | -2.32% |
2023 | 3.42% |
2024 | 3.61% |