BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2009-08-31 | 2018-02-28 | 3,103 days | $ 40.58 | $ 73.33 | $ 1,000.00 | $ 1,807.00 | 80.70% | 80.70% |
2018-08-31 | 2020-09-30 | 761 days | $ 83.18 | $ 79.84 | $ 1,807.00 | $ 1,734.36 | -4.02% | 73.44% |
2021-01-31 | 2022-09-30 | 607 days | $ 85.28 | $ 81.42 | $ 1,734.36 | $ 1,655.79 | -4.53% | 65.58% |
2024-01-31 | still open | 213 days | $ 86.75 | $ 99.53 | $ 1,655.79 | $ 1,899.69 | 14.73% | 89.97% |
Strategy performance | 89.97% |
Strategy annual return | 4.09% |
Strategy max loss | -32.35% |
Strategy max drawdown | -44.15% |
Worst trade performance | -4.53% |
Trade max loss | -32.35% |
Trade max drawdown | -44.15% |
Asset performance | 145.27% |
Asset annual return | 7.49% |
Asset max drawdown | -44.15% |
2009 | 13.16% |
2010 | 28.85% |
2011 | -1.98% |
2012 | 6.79% |
2013 | -6.23% |
2014 | 17.76% |
2015 | -7.57% |
2016 | 6.86% |
2017 | 5.15% |
2018 | -15.90% |
2019 | 11.42% |
2020 | -15.57% |
2021 | 36.18% |
2022 | -23.61% |
2023 | 0.00% |
2024 | 14.73% |
Open | Close | ||
Dates | 2009-08-31 | 2018-02-28 | 3,103 days |
Prices | $ 40.58 | $ 73.33 | 80.7% |
Capital | $ 1,000.00 | $ 1,807.00 | 80.70% |
Dates | 2018-08-31 | 2020-09-30 | 761 days |
Prices | $ 83.18 | $ 79.84 | -4.02% |
Capital | $ 1,807.00 | $ 1,734.36 | 73.44% |
Dates | 2021-01-31 | 2022-09-30 | 607 days |
Prices | $ 85.28 | $ 81.42 | -4.53% |
Capital | $ 1,734.36 | $ 1,655.79 | 65.58% |
Dates | 2024-01-31 | still open | 213 days |
Prices | $ 86.75 | $ 99.53 | 14.73% |
Capital | $ 1,655.79 | $ 1,899.69 | 89.97% |
Strategy performance | 89.97% |
Strategy annual return | 4.09% |
Strategy max loss | -32.35% |
Strategy max drawdown | -44.15% |
Worst trade performance | -4.53% |
Trade max loss | -32.35% |
Trade max drawdown | -44.15% |
Asset performance | 145.27% |
Asset annual return | 7.49% |
Asset max drawdown | -44.15% |
Year | Performance |
2009 | 13.16% |
2010 | 28.85% |
2011 | -1.98% |
2012 | 6.79% |
2013 | -6.23% |
2014 | 17.76% |
2015 | -7.57% |
2016 | 6.86% |
2017 | 5.15% |
2018 | -15.90% |
2019 | 11.42% |
2020 | -15.57% |
2021 | 36.18% |
2022 | -23.61% |
2023 | 0.00% |
2024 | 14.73% |