BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2009-08-31 | 2016-01-31 | 2,344 days | $ 57.20 | $ 102.96 | $ 1,000.00 | $ 1,800.00 | 80.00% | 80.00% |
2016-08-31 | 2020-03-31 | 1,308 days | $ 123.23 | $ 114.46 | $ 1,800.00 | $ 1,671.84 | -7.12% | 67.18% |
2020-09-30 | 2022-06-30 | 638 days | $ 149.79 | $ 169.36 | $ 1,671.84 | $ 1,890.18 | 13.06% | 89.02% |
2023-08-31 | 2023-10-31 | 61 days | $ 188.61 | $ 164.52 | $ 1,890.18 | $ 1,648.80 | -12.77% | 64.88% |
2024-01-31 | still open | 213 days | $ 192.88 | $ 220.08 | $ 1,648.80 | $ 1,881.28 | 14.10% | 88.13% |
Strategy performance | 88.13% |
Strategy annual return | 4.03% |
Strategy max loss | -22.35% |
Strategy max drawdown | -44.81% |
Worst trade performance | -12.77% |
Trade max loss | -22.35% |
Trade max drawdown | -44.81% |
Asset performance | 284.76% |
Asset annual return | 10.51% |
Asset max drawdown | -44.81% |
2009 | 9.16% |
2010 | 30.16% |
2011 | -5.39% |
2012 | 6.71% |
2013 | 28.78% |
2014 | 6.65% |
2015 | -2.66% |
2016 | 9.43% |
2017 | 12.74% |
2018 | -14.37% |
2019 | 11.15% |
2020 | -6.67% |
2021 | 8.21% |
2022 | -15.85% |
2023 | -12.77% |
2024 | 14.10% |
Open | Close | ||
Dates | 2009-08-31 | 2016-01-31 | 2,344 days |
Prices | $ 57.20 | $ 102.96 | 80% |
Capital | $ 1,000.00 | $ 1,800.00 | 80.00% |
Dates | 2016-08-31 | 2020-03-31 | 1,308 days |
Prices | $ 123.23 | $ 114.46 | -7.12% |
Capital | $ 1,800.00 | $ 1,671.84 | 67.18% |
Dates | 2020-09-30 | 2022-06-30 | 638 days |
Prices | $ 149.79 | $ 169.36 | 13.06% |
Capital | $ 1,671.84 | $ 1,890.18 | 89.02% |
Dates | 2023-08-31 | 2023-10-31 | 61 days |
Prices | $ 188.61 | $ 164.52 | -12.77% |
Capital | $ 1,890.18 | $ 1,648.80 | 64.88% |
Dates | 2024-01-31 | still open | 213 days |
Prices | $ 192.88 | $ 220.08 | 14.1% |
Capital | $ 1,648.80 | $ 1,881.28 | 88.13% |
Strategy performance | 88.13% |
Strategy annual return | 4.03% |
Strategy max loss | -22.35% |
Strategy max drawdown | -44.81% |
Worst trade performance | -12.77% |
Trade max loss | -22.35% |
Trade max drawdown | -44.81% |
Asset performance | 284.76% |
Asset annual return | 10.51% |
Asset max drawdown | -44.81% |
Year | Performance |
2009 | 9.16% |
2010 | 30.16% |
2011 | -5.39% |
2012 | 6.71% |
2013 | 28.78% |
2014 | 6.65% |
2015 | -2.66% |
2016 | 9.43% |
2017 | 12.74% |
2018 | -14.37% |
2019 | 11.15% |
2020 | -6.67% |
2021 | 8.21% |
2022 | -15.85% |
2023 | -12.77% |
2024 | 14.10% |