BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2009-08-31 | 2011-02-28 | 546 days | $ 30.92 | $ 31.06 | $ 1,000.00 | $ 1,004.50 | 0.45% | 0.45% |
2011-05-31 | 2011-08-31 | 92 days | $ 35.04 | $ 31.56 | $ 1,004.50 | $ 904.75 | -9.93% | -9.53% |
2011-12-31 | 2015-11-30 | 1,430 days | $ 35.95 | $ 50.58 | $ 904.75 | $ 1,272.98 | 40.70% | 27.30% |
2016-07-31 | 2018-02-28 | 577 days | $ 55.97 | $ 51.74 | $ 1,272.98 | $ 1,176.62 | -7.57% | 17.66% |
2018-08-31 | 2021-02-28 | 912 days | $ 65.45 | $ 69.29 | $ 1,176.62 | $ 1,245.81 | 5.88% | 24.58% |
2021-10-31 | still open | 1,035 days | $ 88.05 | $ 118.45 | $ 1,245.81 | $ 1,675.99 | 34.53% | 67.60% |
Strategy performance | 67.60% |
Strategy annual return | 3.28% |
Strategy max loss | -20.52% |
Strategy max drawdown | -37.14% |
Worst trade performance | -9.93% |
Trade max loss | -19.81% |
Trade max drawdown | -28.18% |
Asset performance | 283.09% |
Asset annual return | 9.63% |
Asset max drawdown | -29.09% |
2009 | 12.68% |
2010 | -5.60% |
2011 | -11.54% |
2012 | 6.97% |
2013 | 15.70% |
2014 | 7.30% |
2015 | -12.06% |
2016 | 0.36% |
2017 | -9.21% |
2018 | 1.94% |
2019 | 22.18% |
2020 | -4.26% |
2021 | -17.98% |
2022 | 36.15% |
2023 | 1.51% |
2024 | -1.93% |
Open | Close | ||
Dates | 2009-08-31 | 2011-02-28 | 546 days |
Prices | $ 30.92 | $ 31.06 | 0.45% |
Capital | $ 1,000.00 | $ 1,004.50 | 0.45% |
Dates | 2011-05-31 | 2011-08-31 | 92 days |
Prices | $ 35.04 | $ 31.56 | -9.93% |
Capital | $ 1,004.50 | $ 904.75 | -9.53% |
Dates | 2011-12-31 | 2015-11-30 | 1,430 days |
Prices | $ 35.95 | $ 50.58 | 40.7% |
Capital | $ 904.75 | $ 1,272.98 | 27.30% |
Dates | 2016-07-31 | 2018-02-28 | 577 days |
Prices | $ 55.97 | $ 51.74 | -7.57% |
Capital | $ 1,272.98 | $ 1,176.62 | 17.66% |
Dates | 2018-08-31 | 2021-02-28 | 912 days |
Prices | $ 65.45 | $ 69.29 | 5.88% |
Capital | $ 1,176.62 | $ 1,245.81 | 24.58% |
Dates | 2021-10-31 | still open | 1,035 days |
Prices | $ 88.05 | $ 118.45 | 34.53% |
Capital | $ 1,245.81 | $ 1,675.99 | 67.60% |
Strategy performance | 67.60% |
Strategy annual return | 3.28% |
Strategy max loss | -20.52% |
Strategy max drawdown | -37.14% |
Worst trade performance | -9.93% |
Trade max loss | -19.81% |
Trade max drawdown | -28.18% |
Asset performance | 283.09% |
Asset annual return | 9.63% |
Asset max drawdown | -29.09% |
Year | Performance |
2009 | 12.68% |
2010 | -5.60% |
2011 | -11.54% |
2012 | 6.97% |
2013 | 15.70% |
2014 | 7.30% |
2015 | -12.06% |
2016 | 0.36% |
2017 | -9.21% |
2018 | 1.94% |
2019 | 22.18% |
2020 | -4.26% |
2021 | -17.98% |
2022 | 36.15% |
2023 | 1.51% |
2024 | -1.93% |