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) |
---|---|---|---|---|---|---|---|---|
2005-07-31 | 2007-12-31 | -883 days | $ 123.70 | $ 146.74 | $ 1,000.00 | $ 1,186.30 | 18.63% | 18.63% |
2010-04-30 | 2010-05-31 | -31 days | $ 119.24 | $ 109.70 | $ 1,186.30 | $ 1,091.40 | -8.00% | 9.14% |
2010-11-30 | 2011-08-31 | -274 days | $ 118.81 | $ 122.64 | $ 1,091.40 | $ 1,126.54 | 3.22% | 12.65% |
2012-01-31 | 2015-08-31 | -1,308 days | $ 131.77 | $ 198.75 | $ 1,126.54 | $ 1,699.16 | 50.83% | 69.92% |
2016-04-30 | 2018-10-31 | -914 days | $ 207.46 | $ 272.76 | $ 1,699.16 | $ 2,234.06 | 31.48% | 123.41% |
2019-03-31 | 2020-02-29 | -335 days | $ 284.56 | $ 295.91 | $ 2,234.06 | $ 2,323.20 | 3.99% | 132.32% |
2020-07-31 | 2022-02-28 | -577 days | $ 327.82 | $ 438.72 | $ 2,323.20 | $ 3,109.14 | 33.83% | 210.91% |
2023-06-30 | 2023-10-31 | -123 days | $ 445.71 | $ 419.94 | $ 3,109.14 | $ 2,929.43 | -5.78% | 192.94% |
2023-12-31 | still open | -121 days | $ 477.63 | $ 504.44 | $ 2,929.43 | $ 3,093.77 | 5.61% | 209.38% |
Strategy performance | 209.38% |
Strategy annual return | 5.81% |
Strategy max loss | -25.85% |
Strategy max drawdown | -31.60% |
Worst trade performance | -8.00% |
Trade max loss | -25.85% |
Trade max drawdown | -31.60% |
Asset performance | 307.79% |
Asset annual return | 7.52% |
Asset max drawdown | -57.40% |
2005 | 0.78% |
2006 | 11.15% |
2007 | 1.88% |
2008 | 0.00% |
2009 | 0.00% |
2010 | -2.24% |
2011 | -5.04% |
2012 | 8.63% |
2013 | 23.38% |
2014 | 15.46% |
2015 | -1.05% |
2016 | 8.45% |
2017 | 17.44% |
2018 | -4.01% |
2019 | 13.59% |
2020 | 4.83% |
2021 | 28.39% |
2022 | -2.89% |
2023 | -5.78% |
2024 | 3.97% |
Open | Close | ||
Dates | 2005-07-31 | 2007-12-31 | -883 days |
Prices | $ 123.70 | $ 146.74 | 18.63% |
Capital | $ 1,000.00 | $ 1,186.30 | 18.63% |
Dates | 2010-04-30 | 2010-05-31 | -31 days |
Prices | $ 119.24 | $ 109.70 | -8% |
Capital | $ 1,186.30 | $ 1,091.40 | 9.14% |
Dates | 2010-11-30 | 2011-08-31 | -274 days |
Prices | $ 118.81 | $ 122.64 | 3.22% |
Capital | $ 1,091.40 | $ 1,126.54 | 12.65% |
Dates | 2012-01-31 | 2015-08-31 | -1,308 days |
Prices | $ 131.77 | $ 198.75 | 50.83% |
Capital | $ 1,126.54 | $ 1,699.16 | 69.92% |
Dates | 2016-04-30 | 2018-10-31 | -914 days |
Prices | $ 207.46 | $ 272.76 | 31.48% |
Capital | $ 1,699.16 | $ 2,234.06 | 123.41% |
Dates | 2019-03-31 | 2020-02-29 | -335 days |
Prices | $ 284.56 | $ 295.91 | 3.99% |
Capital | $ 2,234.06 | $ 2,323.20 | 132.32% |
Dates | 2020-07-31 | 2022-02-28 | -577 days |
Prices | $ 327.82 | $ 438.72 | 33.83% |
Capital | $ 2,323.20 | $ 3,109.14 | 210.91% |
Dates | 2023-06-30 | 2023-10-31 | -123 days |
Prices | $ 445.71 | $ 419.94 | -5.78% |
Capital | $ 3,109.14 | $ 2,929.43 | 192.94% |
Dates | 2023-12-31 | still open | -121 days |
Prices | $ 477.63 | $ 504.44 | 5.61% |
Capital | $ 2,929.43 | $ 3,093.77 | 209.38% |
Strategy performance | 209.38% |
Strategy annual return | 5.81% |
Strategy max loss | -25.85% |
Strategy max drawdown | -31.60% |
Worst trade performance | -8.00% |
Trade max loss | -25.85% |
Trade max drawdown | -31.60% |
Asset performance | 307.79% |
Asset annual return | 7.52% |
Asset max drawdown | -57.40% |
Year | Performance |
2005 | 0.78% |
2006 | 11.15% |
2007 | 1.88% |
2008 | 0.00% |
2009 | 0.00% |
2010 | -2.24% |
2011 | -5.04% |
2012 | 8.63% |
2013 | 23.38% |
2014 | 15.46% |
2015 | -1.05% |
2016 | 8.45% |
2017 | 17.44% |
2018 | -4.01% |
2019 | 13.59% |
2020 | 4.83% |
2021 | 28.39% |
2022 | -2.89% |
2023 | -5.78% |
2024 | 3.97% |