BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2014-08-31 | 2014-11-30 | 91 days | $ 123.86 | $ 112.11 | $ 1,000.00 | $ 905.10 | -9.49% | -9.49% |
2015-05-31 | 2015-07-31 | 61 days | $ 114.10 | $ 104.93 | $ 905.10 | $ 832.33 | -8.04% | -16.77% |
2016-02-29 | 2018-08-31 | 914 days | $ 118.64 | $ 113.51 | $ 832.33 | $ 796.37 | -4.32% | -20.36% |
2019-02-28 | 2022-09-30 | 1,310 days | $ 123.99 | $ 154.67 | $ 796.37 | $ 993.39 | 24.74% | -0.66% |
2023-02-28 | still open | 550 days | $ 169.78 | $ 231.29 | $ 993.39 | $ 1,353.30 | 36.23% | 35.33% |
Strategy performance | 35.33% |
Strategy annual return | 2.79% |
Strategy max loss | -24.93% |
Strategy max drawdown | -26.68% |
Worst trade performance | -9.49% |
Trade max loss | -9.85% |
Trade max drawdown | -22.33% |
Asset performance | 86.74% |
Asset annual return | 6.14% |
Asset max drawdown | -22.57% |
2014 | -9.49% |
2015 | -8.04% |
2016 | -7.61% |
2017 | 7.01% |
2018 | -11.08% |
2019 | 15.25% |
2020 | 19.44% |
2021 | -0.95% |
2022 | -7.98% |
2023 | 12.60% |
2024 | 22.73% |
Open | Close | ||
Dates | 2014-08-31 | 2014-11-30 | 91 days |
Prices | $ 123.86 | $ 112.11 | -9.49% |
Capital | $ 1,000.00 | $ 905.10 | -9.49% |
Dates | 2015-05-31 | 2015-07-31 | 61 days |
Prices | $ 114.10 | $ 104.93 | -8.04% |
Capital | $ 905.10 | $ 832.33 | -16.77% |
Dates | 2016-02-29 | 2018-08-31 | 914 days |
Prices | $ 118.64 | $ 113.51 | -4.32% |
Capital | $ 832.33 | $ 796.37 | -20.36% |
Dates | 2019-02-28 | 2022-09-30 | 1,310 days |
Prices | $ 123.99 | $ 154.67 | 24.74% |
Capital | $ 796.37 | $ 993.39 | -0.66% |
Dates | 2023-02-28 | still open | 550 days |
Prices | $ 169.78 | $ 231.29 | 36.23% |
Capital | $ 993.39 | $ 1,353.30 | 35.33% |
Strategy performance | 35.33% |
Strategy annual return | 2.79% |
Strategy max loss | -24.93% |
Strategy max drawdown | -26.68% |
Worst trade performance | -9.49% |
Trade max loss | -9.85% |
Trade max drawdown | -22.33% |
Asset performance | 86.74% |
Asset annual return | 6.14% |
Asset max drawdown | -22.57% |
Year | Performance |
2014 | -9.49% |
2015 | -8.04% |
2016 | -7.61% |
2017 | 7.01% |
2018 | -11.08% |
2019 | 15.25% |
2020 | 19.44% |
2021 | -0.95% |
2022 | -7.98% |
2023 | 12.60% |
2024 | 22.73% |