BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2009-08-31 | 2015-08-31 | 2,191 days | $ 37.36 | $ 57.65 | $ 1,000.00 | $ 1,543.30 | 54.33% | 54.33% |
2016-05-31 | 2020-03-31 | 1,400 days | $ 63.30 | $ 59.36 | $ 1,543.30 | $ 1,447.46 | -6.21% | 44.75% |
2021-02-28 | 2023-09-30 | 944 days | $ 71.99 | $ 71.97 | $ 1,447.46 | $ 1,447.03 | -0.03% | 44.70% |
2024-04-30 | still open | 123 days | $ 101.52 | $ 123.34 | $ 1,447.03 | $ 1,758.00 | 21.49% | 75.80% |
Strategy performance | 75.80% |
Strategy annual return | 3.59% |
Strategy max loss | -31.38% |
Strategy max drawdown | -56.44% |
Worst trade performance | -6.21% |
Trade max loss | -31.38% |
Trade max drawdown | -56.44% |
Asset performance | 230.17% |
Asset annual return | 9.19% |
Asset max drawdown | -56.44% |
2009 | 16.93% |
2010 | 16.65% |
2011 | -10.09% |
2012 | 4.66% |
2013 | 29.96% |
2014 | 0.85% |
2015 | -20.19% |
2016 | 8.99% |
2017 | 16.32% |
2018 | -22.84% |
2019 | 26.85% |
2020 | -37.19% |
2021 | 19.55% |
2022 | 11.90% |
2023 | -27.92% |
2024 | 21.50% |
Open | Close | ||
Dates | 2009-08-31 | 2015-08-31 | 2,191 days |
Prices | $ 37.36 | $ 57.65 | 54.33% |
Capital | $ 1,000.00 | $ 1,543.30 | 54.33% |
Dates | 2016-05-31 | 2020-03-31 | 1,400 days |
Prices | $ 63.30 | $ 59.36 | -6.21% |
Capital | $ 1,543.30 | $ 1,447.46 | 44.75% |
Dates | 2021-02-28 | 2023-09-30 | 944 days |
Prices | $ 71.99 | $ 71.97 | -0.03% |
Capital | $ 1,447.46 | $ 1,447.03 | 44.70% |
Dates | 2024-04-30 | still open | 123 days |
Prices | $ 101.52 | $ 123.34 | 21.49% |
Capital | $ 1,447.03 | $ 1,758.00 | 75.80% |
Strategy performance | 75.80% |
Strategy annual return | 3.59% |
Strategy max loss | -31.38% |
Strategy max drawdown | -56.44% |
Worst trade performance | -6.21% |
Trade max loss | -31.38% |
Trade max drawdown | -56.44% |
Asset performance | 230.17% |
Asset annual return | 9.19% |
Asset max drawdown | -56.44% |
Year | Performance |
2009 | 16.93% |
2010 | 16.65% |
2011 | -10.09% |
2012 | 4.66% |
2013 | 29.96% |
2014 | 0.85% |
2015 | -20.19% |
2016 | 8.99% |
2017 | 16.32% |
2018 | -22.84% |
2019 | 26.85% |
2020 | -37.19% |
2021 | 19.55% |
2022 | 11.90% |
2023 | -27.92% |
2024 | 21.50% |