BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2009-09-30 | 2013-03-31 | 1,278 days | $ 57.19 | $ 65.16 | $ 1,000.00 | $ 1,139.40 | 13.94% | 13.94% |
2014-01-31 | 2015-01-31 | 365 days | $ 69.10 | $ 61.45 | $ 1,139.40 | $ 1,013.27 | -11.07% | 1.33% |
2016-06-30 | 2019-08-31 | 1,157 days | $ 55.22 | $ 55.60 | $ 1,013.27 | $ 1,020.26 | 0.69% | 2.03% |
2021-01-31 | still open | 1,308 days | $ 36.89 | $ 71.66 | $ 1,020.26 | $ 1,981.86 | 94.25% | 98.19% |
Strategy performance | 98.19% |
Strategy annual return | 4.37% |
Strategy max loss | -25.00% |
Strategy max drawdown | -37.87% |
Worst trade performance | -11.07% |
Trade max loss | -15.66% |
Trade max drawdown | -27.27% |
Asset performance | 25.30% |
Asset annual return | 2.37% |
Asset max drawdown | -74.52% |
2009 | 5.11% |
2010 | 20.56% |
2011 | 2.96% |
2012 | -3.38% |
2013 | -7.60% |
2014 | -3.12% |
2015 | 0.00% |
2016 | -1.52% |
2017 | 22.65% |
2018 | -17.04% |
2019 | -9.93% |
2020 | 0.00% |
2021 | 17.65% |
2022 | 10.80% |
2023 | 11.89% |
2024 | 13.91% |
Open | Close | ||
Dates | 2009-09-30 | 2013-03-31 | 1,278 days |
Prices | $ 57.19 | $ 65.16 | 13.94% |
Capital | $ 1,000.00 | $ 1,139.40 | 13.94% |
Dates | 2014-01-31 | 2015-01-31 | 365 days |
Prices | $ 69.10 | $ 61.45 | -11.07% |
Capital | $ 1,139.40 | $ 1,013.27 | 1.33% |
Dates | 2016-06-30 | 2019-08-31 | 1,157 days |
Prices | $ 55.22 | $ 55.60 | 0.69% |
Capital | $ 1,013.27 | $ 1,020.26 | 2.03% |
Dates | 2021-01-31 | still open | 1,308 days |
Prices | $ 36.89 | $ 71.66 | 94.25% |
Capital | $ 1,020.26 | $ 1,981.86 | 98.19% |
Strategy performance | 98.19% |
Strategy annual return | 4.37% |
Strategy max loss | -25.00% |
Strategy max drawdown | -37.87% |
Worst trade performance | -11.07% |
Trade max loss | -15.66% |
Trade max drawdown | -27.27% |
Asset performance | 25.30% |
Asset annual return | 2.37% |
Asset max drawdown | -74.52% |
Year | Performance |
2009 | 5.11% |
2010 | 20.56% |
2011 | 2.96% |
2012 | -3.38% |
2013 | -7.60% |
2014 | -3.12% |
2015 | 0.00% |
2016 | -1.52% |
2017 | 22.65% |
2018 | -17.04% |
2019 | -9.93% |
2020 | 0.00% |
2021 | 17.65% |
2022 | 10.80% |
2023 | 11.89% |
2024 | 13.91% |