BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2008-08-31 | 2008-10-31 | 61 days | $ 49.86 | $ 45.69 | $ 1,000.00 | $ 916.40 | -8.36% | -8.36% |
2009-09-30 | 2012-05-31 | 974 days | $ 45.14 | $ 46.62 | $ 916.40 | $ 946.46 | 3.28% | -5.35% |
2012-08-31 | 2016-01-31 | 1,248 days | $ 52.88 | $ 69.87 | $ 946.46 | $ 1,250.56 | 32.13% | 25.06% |
2017-04-30 | 2018-05-31 | 396 days | $ 69.02 | $ 66.77 | $ 1,250.56 | $ 1,209.79 | -3.26% | 20.98% |
2018-10-31 | 2020-10-31 | 731 days | $ 78.37 | $ 78.08 | $ 1,209.79 | $ 1,205.31 | -0.37% | 20.53% |
2020-12-31 | 2021-11-30 | 334 days | $ 94.43 | $ 79.70 | $ 1,205.31 | $ 1,017.28 | -15.60% | 1.73% |
2022-05-31 | 2022-08-31 | 92 days | $ 90.94 | $ 80.52 | $ 1,017.28 | $ 900.70 | -11.46% | -9.93% |
2023-01-31 | still open | 578 days | $ 90.62 | $ 120.89 | $ 900.70 | $ 1,201.53 | 33.40% | 20.15% |
Strategy performance | 20.15% |
Strategy annual return | 1.09% |
Strategy max loss | -36.41% |
Strategy max drawdown | -53.59% |
Worst trade performance | -15.60% |
Trade max loss | -15.98% |
Trade max drawdown | -30.71% |
Asset performance | 142.48% |
Asset annual return | 5.91% |
Asset max drawdown | -45.61% |
2008 | -8.36% |
2009 | 8.03% |
2010 | 10.11% |
2011 | 2.35% |
2012 | 2.68% |
2013 | 18.51% |
2014 | 17.19% |
2015 | -11.66% |
2016 | 0.00% |
2017 | 9.00% |
2018 | -18.82% |
2019 | 20.74% |
2020 | -17.38% |
2021 | -11.90% |
2022 | -11.45% |
2023 | 11.42% |
2024 | 16.83% |
Open | Close | ||
Dates | 2008-08-31 | 2008-10-31 | 61 days |
Prices | $ 49.86 | $ 45.69 | -8.36% |
Capital | $ 1,000.00 | $ 916.40 | -8.36% |
Dates | 2009-09-30 | 2012-05-31 | 974 days |
Prices | $ 45.14 | $ 46.62 | 3.28% |
Capital | $ 916.40 | $ 946.46 | -5.35% |
Dates | 2012-08-31 | 2016-01-31 | 1,248 days |
Prices | $ 52.88 | $ 69.87 | 32.13% |
Capital | $ 946.46 | $ 1,250.56 | 25.06% |
Dates | 2017-04-30 | 2018-05-31 | 396 days |
Prices | $ 69.02 | $ 66.77 | -3.26% |
Capital | $ 1,250.56 | $ 1,209.79 | 20.98% |
Dates | 2018-10-31 | 2020-10-31 | 731 days |
Prices | $ 78.37 | $ 78.08 | -0.37% |
Capital | $ 1,209.79 | $ 1,205.31 | 20.53% |
Dates | 2020-12-31 | 2021-11-30 | 334 days |
Prices | $ 94.43 | $ 79.70 | -15.6% |
Capital | $ 1,205.31 | $ 1,017.28 | 1.73% |
Dates | 2022-05-31 | 2022-08-31 | 92 days |
Prices | $ 90.94 | $ 80.52 | -11.46% |
Capital | $ 1,017.28 | $ 900.70 | -9.93% |
Dates | 2023-01-31 | still open | 578 days |
Prices | $ 90.62 | $ 120.89 | 33.4% |
Capital | $ 900.70 | $ 1,201.53 | 20.15% |
Strategy performance | 20.15% |
Strategy annual return | 1.09% |
Strategy max loss | -36.41% |
Strategy max drawdown | -53.59% |
Worst trade performance | -15.60% |
Trade max loss | -15.98% |
Trade max drawdown | -30.71% |
Asset performance | 142.48% |
Asset annual return | 5.91% |
Asset max drawdown | -45.61% |
Year | Performance |
2008 | -8.36% |
2009 | 8.03% |
2010 | 10.11% |
2011 | 2.35% |
2012 | 2.68% |
2013 | 18.51% |
2014 | 17.19% |
2015 | -11.66% |
2016 | 0.00% |
2017 | 9.00% |
2018 | -18.82% |
2019 | 20.74% |
2020 | -17.38% |
2021 | -11.90% |
2022 | -11.45% |
2023 | 11.42% |
2024 | 16.83% |