BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2005-07-31 | 2008-07-31 | 1,096 days | $ 18.45 | $ 23.25 | $ 1,000.00 | $ 1,260.20 | 26.02% | 26.02% |
2009-09-30 | 2014-02-28 | 1,612 days | $ 20.39 | $ 24.10 | $ 1,260.20 | $ 1,489.56 | 18.20% | 48.96% |
2014-04-30 | 2015-01-31 | 276 days | $ 26.96 | $ 24.86 | $ 1,489.56 | $ 1,373.52 | -7.79% | 37.35% |
2015-07-31 | 2015-08-31 | 31 days | $ 26.24 | $ 25.08 | $ 1,373.52 | $ 1,312.67 | -4.43% | 31.27% |
2016-02-29 | 2017-10-31 | 610 days | $ 27.91 | $ 25.42 | $ 1,312.67 | $ 1,195.45 | -8.93% | 19.55% |
2019-06-30 | 2020-06-30 | 366 days | $ 25.31 | $ 22.83 | $ 1,195.45 | $ 1,078.42 | -9.79% | 7.84% |
2021-04-30 | 2021-09-30 | 153 days | $ 23.72 | $ 20.40 | $ 1,078.42 | $ 927.33 | -14.01% | -7.27% |
2022-06-30 | 2022-09-30 | 92 days | $ 20.96 | $ 15.34 | $ 927.33 | $ 678.71 | -26.81% | -32.13% |
2023-01-31 | 2023-05-31 | 120 days | $ 20.37 | $ 15.73 | $ 678.71 | $ 524.10 | -22.78% | -47.59% |
2024-01-31 | still open | 213 days | $ 17.69 | $ 19.90 | $ 524.10 | $ 589.56 | 12.49% | -41.04% |
Strategy performance | -41.04% |
Strategy annual return | -2.61% |
Strategy max loss | -68.30% |
Strategy max drawdown | -74.05% |
Worst trade performance | -26.81% |
Trade max loss | -26.81% |
Trade max drawdown | -34.31% |
Asset performance | 7.86% |
Asset annual return | 0.52% |
Asset max drawdown | -59.49% |
2005 | 0.16% |
2006 | 37.72% |
2007 | 10.46% |
2008 | -19.97% |
2009 | 3.78% |
2010 | 15.90% |
2011 | 9.88% |
2012 | 14.62% |
2013 | 1.07% |
2014 | -9.83% |
2015 | -4.42% |
2016 | 15.11% |
2017 | -20.19% |
2018 | 0.00% |
2019 | 16.64% |
2020 | -19.66% |
2021 | -14.02% |
2022 | -26.83% |
2023 | -22.78% |
2024 | 12.53% |
Open | Close | ||
Dates | 2005-07-31 | 2008-07-31 | 1,096 days |
Prices | $ 18.45 | $ 23.25 | 26.02% |
Capital | $ 1,000.00 | $ 1,260.20 | 26.02% |
Dates | 2009-09-30 | 2014-02-28 | 1,612 days |
Prices | $ 20.39 | $ 24.10 | 18.2% |
Capital | $ 1,260.20 | $ 1,489.56 | 48.96% |
Dates | 2014-04-30 | 2015-01-31 | 276 days |
Prices | $ 26.96 | $ 24.86 | -7.79% |
Capital | $ 1,489.56 | $ 1,373.52 | 37.35% |
Dates | 2015-07-31 | 2015-08-31 | 31 days |
Prices | $ 26.24 | $ 25.08 | -4.43% |
Capital | $ 1,373.52 | $ 1,312.67 | 31.27% |
Dates | 2016-02-29 | 2017-10-31 | 610 days |
Prices | $ 27.91 | $ 25.42 | -8.93% |
Capital | $ 1,312.67 | $ 1,195.45 | 19.55% |
Dates | 2019-06-30 | 2020-06-30 | 366 days |
Prices | $ 25.31 | $ 22.83 | -9.79% |
Capital | $ 1,195.45 | $ 1,078.42 | 7.84% |
Dates | 2021-04-30 | 2021-09-30 | 153 days |
Prices | $ 23.72 | $ 20.40 | -14.01% |
Capital | $ 1,078.42 | $ 927.33 | -7.27% |
Dates | 2022-06-30 | 2022-09-30 | 92 days |
Prices | $ 20.96 | $ 15.34 | -26.81% |
Capital | $ 927.33 | $ 678.71 | -32.13% |
Dates | 2023-01-31 | 2023-05-31 | 120 days |
Prices | $ 20.37 | $ 15.73 | -22.78% |
Capital | $ 678.71 | $ 524.10 | -47.59% |
Dates | 2024-01-31 | still open | 213 days |
Prices | $ 17.69 | $ 19.90 | 12.49% |
Capital | $ 524.10 | $ 589.56 | -41.04% |
Strategy performance | -41.04% |
Strategy annual return | -2.61% |
Strategy max loss | -68.30% |
Strategy max drawdown | -74.05% |
Worst trade performance | -26.81% |
Trade max loss | -26.81% |
Trade max drawdown | -34.31% |
Asset performance | 7.86% |
Asset annual return | 0.52% |
Asset max drawdown | -59.49% |
Year | Performance |
2005 | 0.16% |
2006 | 37.72% |
2007 | 10.46% |
2008 | -19.97% |
2009 | 3.78% |
2010 | 15.90% |
2011 | 9.88% |
2012 | 14.62% |
2013 | 1.07% |
2014 | -9.83% |
2015 | -4.42% |
2016 | 15.11% |
2017 | -20.19% |
2018 | 0.00% |
2019 | 16.64% |
2020 | -19.66% |
2021 | -14.02% |
2022 | -26.83% |
2023 | -22.78% |
2024 | 12.53% |