BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2007-12-31 | 2008-01-31 | 31 days | $ 45.53 | $ 40.89 | $ 1,000.00 | $ 898.10 | -10.19% | -10.19% |
2009-07-31 | 2010-05-31 | 304 days | $ 32.64 | $ 29.91 | $ 898.10 | $ 823.02 | -8.36% | -17.70% |
2011-02-28 | 2014-12-31 | 1,402 days | $ 34.58 | $ 45.61 | $ 823.02 | $ 1,085.56 | 31.90% | 8.56% |
2017-01-31 | 2018-02-28 | 393 days | $ 40.78 | $ 39.25 | $ 1,085.56 | $ 1,044.85 | -3.75% | 4.48% |
2018-10-31 | 2019-05-31 | 212 days | $ 44.72 | $ 40.43 | $ 1,044.85 | $ 944.65 | -9.59% | -5.54% |
2019-10-31 | 2022-08-31 | 1,035 days | $ 46.08 | $ 41.03 | $ 944.65 | $ 841.12 | -10.96% | -15.89% |
2023-04-30 | 2024-02-29 | 305 days | $ 53.65 | $ 47.85 | $ 841.12 | $ 750.19 | -10.81% | -24.98% |
2024-08-31 | still open | 0 days | $ 56.26 | $ 56.26 | $ 750.19 | $ 750.19 | 0.00% | -24.98% |
Strategy performance | -24.98% |
Strategy annual return | -1.58% |
Strategy max loss | -38.43% |
Strategy max drawdown | -51.09% |
Worst trade performance | -10.96% |
Trade max loss | -20.54% |
Trade max drawdown | -32.65% |
Asset performance | 23.57% |
Asset annual return | 1.36% |
Asset max drawdown | -51.16% |
2009 | 20.32% |
2010 | -18.74% |
2011 | 5.66% |
2012 | 27.62% |
2013 | 10.16% |
2014 | -6.74% |
2015 | 0.00% |
2016 | 0.00% |
2017 | 5.44% |
2018 | -13.26% |
2019 | 1.38% |
2020 | 0.67% |
2021 | 6.13% |
2022 | -21.10% |
2023 | -7.31% |
2024 | -4.10% |
Open | Close | ||
Dates | 2007-12-31 | 2008-01-31 | 31 days |
Prices | $ 45.53 | $ 40.89 | -10.19% |
Capital | $ 1,000.00 | $ 898.10 | -10.19% |
Dates | 2009-07-31 | 2010-05-31 | 304 days |
Prices | $ 32.64 | $ 29.91 | -8.36% |
Capital | $ 898.10 | $ 823.02 | -17.70% |
Dates | 2011-02-28 | 2014-12-31 | 1,402 days |
Prices | $ 34.58 | $ 45.61 | 31.9% |
Capital | $ 823.02 | $ 1,085.56 | 8.56% |
Dates | 2017-01-31 | 2018-02-28 | 393 days |
Prices | $ 40.78 | $ 39.25 | -3.75% |
Capital | $ 1,085.56 | $ 1,044.85 | 4.48% |
Dates | 2018-10-31 | 2019-05-31 | 212 days |
Prices | $ 44.72 | $ 40.43 | -9.59% |
Capital | $ 1,044.85 | $ 944.65 | -5.54% |
Dates | 2019-10-31 | 2022-08-31 | 1,035 days |
Prices | $ 46.08 | $ 41.03 | -10.96% |
Capital | $ 944.65 | $ 841.12 | -15.89% |
Dates | 2023-04-30 | 2024-02-29 | 305 days |
Prices | $ 53.65 | $ 47.85 | -10.81% |
Capital | $ 841.12 | $ 750.19 | -24.98% |
Dates | 2024-08-31 | still open | 0 days |
Prices | $ 56.26 | $ 56.26 | 0% |
Capital | $ 750.19 | $ 750.19 | -24.98% |
Strategy performance | -24.98% |
Strategy annual return | -1.58% |
Strategy max loss | -38.43% |
Strategy max drawdown | -51.09% |
Worst trade performance | -10.96% |
Trade max loss | -20.54% |
Trade max drawdown | -32.65% |
Asset performance | 23.57% |
Asset annual return | 1.36% |
Asset max drawdown | -51.16% |
Year | Performance |
2009 | 20.32% |
2010 | -18.74% |
2011 | 5.66% |
2012 | 27.62% |
2013 | 10.16% |
2014 | -6.74% |
2015 | 0.00% |
2016 | 0.00% |
2017 | 5.44% |
2018 | -13.26% |
2019 | 1.38% |
2020 | 0.67% |
2021 | 6.13% |
2022 | -21.10% |
2023 | -7.31% |
2024 | -4.10% |