BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2005-07-31 | 2005-12-31 | 153 days | $ 21.88 | $ 20.16 | $ 1,000.00 | $ 921.40 | -7.86% | -7.86% |
2006-04-30 | 2008-10-31 | 915 days | $ 20.98 | $ 22.03 | $ 921.40 | $ 967.47 | 5.00% | -3.25% |
2009-08-31 | 2015-08-31 | 2,191 days | $ 24.39 | $ 39.32 | $ 967.47 | $ 1,559.66 | 61.21% | 55.97% |
2015-11-30 | 2020-06-30 | 1,674 days | $ 42.62 | $ 44.68 | $ 1,559.66 | $ 1,634.99 | 4.83% | 63.50% |
2021-01-31 | 2023-09-30 | 972 days | $ 48.15 | $ 55.98 | $ 1,634.99 | $ 1,900.84 | 16.26% | 90.08% |
2024-04-30 | still open | 123 days | $ 61.77 | $ 72.47 | $ 1,900.84 | $ 2,230.07 | 17.32% | 123.01% |
Strategy performance | 123.01% |
Strategy annual return | 4.09% |
Strategy max loss | -14.91% |
Strategy max drawdown | -39.69% |
Worst trade performance | -7.86% |
Trade max loss | -14.90% |
Trade max drawdown | -39.68% |
Asset performance | 231.22% |
Asset annual return | 6.45% |
Asset max drawdown | -42.93% |
2005 | -7.86% |
2006 | 14.98% |
2007 | 28.17% |
2008 | -25.33% |
2009 | 16.86% |
2010 | 21.24% |
2011 | 11.29% |
2012 | 7.34% |
2013 | 10.95% |
2014 | 11.64% |
2015 | -3.72% |
2016 | -3.40% |
2017 | 10.36% |
2018 | -0.50% |
2019 | 15.00% |
2020 | -23.50% |
2021 | 22.97% |
2022 | 4.26% |
2023 | -8.71% |
2024 | 17.33% |
Open | Close | ||
Dates | 2005-07-31 | 2005-12-31 | 153 days |
Prices | $ 21.88 | $ 20.16 | -7.86% |
Capital | $ 1,000.00 | $ 921.40 | -7.86% |
Dates | 2006-04-30 | 2008-10-31 | 915 days |
Prices | $ 20.98 | $ 22.03 | 5% |
Capital | $ 921.40 | $ 967.47 | -3.25% |
Dates | 2009-08-31 | 2015-08-31 | 2,191 days |
Prices | $ 24.39 | $ 39.32 | 61.21% |
Capital | $ 967.47 | $ 1,559.66 | 55.97% |
Dates | 2015-11-30 | 2020-06-30 | 1,674 days |
Prices | $ 42.62 | $ 44.68 | 4.83% |
Capital | $ 1,559.66 | $ 1,634.99 | 63.50% |
Dates | 2021-01-31 | 2023-09-30 | 972 days |
Prices | $ 48.15 | $ 55.98 | 16.26% |
Capital | $ 1,634.99 | $ 1,900.84 | 90.08% |
Dates | 2024-04-30 | still open | 123 days |
Prices | $ 61.77 | $ 72.47 | 17.32% |
Capital | $ 1,900.84 | $ 2,230.07 | 123.01% |
Strategy performance | 123.01% |
Strategy annual return | 4.09% |
Strategy max loss | -14.91% |
Strategy max drawdown | -39.69% |
Worst trade performance | -7.86% |
Trade max loss | -14.90% |
Trade max drawdown | -39.68% |
Asset performance | 231.22% |
Asset annual return | 6.45% |
Asset max drawdown | -42.93% |
Year | Performance |
2005 | -7.86% |
2006 | 14.98% |
2007 | 28.17% |
2008 | -25.33% |
2009 | 16.86% |
2010 | 21.24% |
2011 | 11.29% |
2012 | 7.34% |
2013 | 10.95% |
2014 | 11.64% |
2015 | -3.72% |
2016 | -3.40% |
2017 | 10.36% |
2018 | -0.50% |
2019 | 15.00% |
2020 | -23.50% |
2021 | 22.97% |
2022 | 4.26% |
2023 | -8.71% |
2024 | 17.33% |