BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2014-05-31 | 2017-03-31 | 1,035 days | $ 114.10 | $ 120.71 | $ 1,000.00 | $ 1,057.90 | 5.79% | 5.79% |
2019-03-31 | 2021-05-31 | 792 days | $ 126.44 | $ 138.44 | $ 1,057.90 | $ 1,158.29 | 9.49% | 15.83% |
2023-04-30 | 2023-10-31 | 184 days | $ 106.46 | $ 83.58 | $ 1,158.29 | $ 909.37 | -21.49% | -9.06% |
2024-03-31 | still open | 153 days | $ 94.62 | $ 96.49 | $ 909.37 | $ 927.38 | 1.98% | -7.26% |
Strategy performance | -7.26% |
Strategy annual return | -0.68% |
Strategy max loss | -27.53% |
Strategy max drawdown | -44.17% |
Worst trade performance | -21.49% |
Trade max loss | -22.58% |
Trade max drawdown | -25.88% |
Asset performance | -15.43% |
Asset annual return | -1.04% |
Asset max drawdown | -54.13% |
2014 | 10.36% |
2015 | -12.80% |
2016 | -6.42% |
2017 | 0.51% |
2018 | 0.00% |
2019 | 7.15% |
2020 | 8.11% |
2021 | -8.92% |
2022 | 0.00% |
2023 | -21.50% |
2024 | 1.98% |
Open | Close | ||
Dates | 2014-05-31 | 2017-03-31 | 1,035 days |
Prices | $ 114.10 | $ 120.71 | 5.79% |
Capital | $ 1,000.00 | $ 1,057.90 | 5.79% |
Dates | 2019-03-31 | 2021-05-31 | 792 days |
Prices | $ 126.44 | $ 138.44 | 9.49% |
Capital | $ 1,057.90 | $ 1,158.29 | 15.83% |
Dates | 2023-04-30 | 2023-10-31 | 184 days |
Prices | $ 106.46 | $ 83.58 | -21.49% |
Capital | $ 1,158.29 | $ 909.37 | -9.06% |
Dates | 2024-03-31 | still open | 153 days |
Prices | $ 94.62 | $ 96.49 | 1.98% |
Capital | $ 909.37 | $ 927.38 | -7.26% |
Strategy performance | -7.26% |
Strategy annual return | -0.68% |
Strategy max loss | -27.53% |
Strategy max drawdown | -44.17% |
Worst trade performance | -21.49% |
Trade max loss | -22.58% |
Trade max drawdown | -25.88% |
Asset performance | -15.43% |
Asset annual return | -1.04% |
Asset max drawdown | -54.13% |
Year | Performance |
2014 | 10.36% |
2015 | -12.80% |
2016 | -6.42% |
2017 | 0.51% |
2018 | 0.00% |
2019 | 7.15% |
2020 | 8.11% |
2021 | -8.92% |
2022 | 0.00% |
2023 | -21.50% |
2024 | 1.98% |