BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2013-09-30 | 2014-09-30 | 365 days | $ 108.44 | $ 102.26 | $ 1,000.00 | $ 943.00 | -5.70% | -5.70% |
2016-04-30 | 2016-12-31 | 245 days | $ 100.33 | $ 93.73 | $ 943.00 | $ 880.95 | -6.58% | -11.91% |
2017-04-30 | 2018-06-30 | 426 days | $ 95.57 | $ 94.75 | $ 880.95 | $ 873.37 | -0.86% | -12.66% |
2019-08-31 | 2022-03-31 | 943 days | $ 93.46 | $ 97.22 | $ 873.37 | $ 908.48 | 4.02% | -9.15% |
2023-01-31 | still open | 578 days | $ 97.42 | $ 104.60 | $ 908.48 | $ 975.43 | 7.37% | -2.46% |
Strategy performance | -2.46% |
Strategy annual return | -0.21% |
Strategy max loss | -13.96% |
Strategy max drawdown | -17.03% |
Worst trade performance | -6.58% |
Trade max loss | -7.91% |
Trade max drawdown | -9.44% |
Asset performance | -3.54% |
Asset annual return | -0.27% |
Asset max drawdown | -23.69% |
2013 | 1.27% |
2014 | -5.31% |
2015 | 0.00% |
2016 | -6.58% |
2017 | 1.32% |
2018 | -6.40% |
2019 | 1.84% |
2020 | 7.72% |
2021 | -3.34% |
2022 | 0.19% |
2023 | 8.58% |
2024 | 1.44% |
Open | Close | ||
Dates | 2013-09-30 | 2014-09-30 | 365 days |
Prices | $ 108.44 | $ 102.26 | -5.7% |
Capital | $ 1,000.00 | $ 943.00 | -5.70% |
Dates | 2016-04-30 | 2016-12-31 | 245 days |
Prices | $ 100.33 | $ 93.73 | -6.58% |
Capital | $ 943.00 | $ 880.95 | -11.91% |
Dates | 2017-04-30 | 2018-06-30 | 426 days |
Prices | $ 95.57 | $ 94.75 | -0.86% |
Capital | $ 880.95 | $ 873.37 | -12.66% |
Dates | 2019-08-31 | 2022-03-31 | 943 days |
Prices | $ 93.46 | $ 97.22 | 4.02% |
Capital | $ 873.37 | $ 908.48 | -9.15% |
Dates | 2023-01-31 | still open | 578 days |
Prices | $ 97.42 | $ 104.60 | 7.37% |
Capital | $ 908.48 | $ 975.43 | -2.46% |
Strategy performance | -2.46% |
Strategy annual return | -0.21% |
Strategy max loss | -13.96% |
Strategy max drawdown | -17.03% |
Worst trade performance | -6.58% |
Trade max loss | -7.91% |
Trade max drawdown | -9.44% |
Asset performance | -3.54% |
Asset annual return | -0.27% |
Asset max drawdown | -23.69% |
Year | Performance |
2013 | 1.27% |
2014 | -5.31% |
2015 | 0.00% |
2016 | -6.58% |
2017 | 1.32% |
2018 | -6.40% |
2019 | 1.84% |
2020 | 7.72% |
2021 | -3.34% |
2022 | 0.19% |
2023 | 8.58% |
2024 | 1.44% |