BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2009-09-30 | 2010-05-31 | 243 days | $ 59.26 | $ 46.63 | $ 1,000.00 | $ 786.90 | -21.31% | -21.31% |
2010-12-31 | 2011-08-31 | 243 days | $ 53.48 | $ 49.04 | $ 786.90 | $ 721.59 | -8.30% | -27.84% |
2012-10-31 | 2015-03-31 | 881 days | $ 50.40 | $ 49.66 | $ 721.59 | $ 710.98 | -1.47% | -28.90% |
2016-07-31 | 2019-05-31 | 1,034 days | $ 48.10 | $ 51.50 | $ 710.98 | $ 761.25 | 7.07% | -23.88% |
2021-01-31 | still open | 1,308 days | $ 42.08 | $ 69.00 | $ 761.25 | $ 1,248.22 | 63.97% | 24.82% |
Strategy performance | 24.82% |
Strategy annual return | 1.40% |
Strategy max loss | -35.54% |
Strategy max drawdown | -43.42% |
Worst trade performance | -21.31% |
Trade max loss | -27.32% |
Trade max drawdown | -37.20% |
Asset performance | 16.44% |
Asset annual return | 2.06% |
Asset max drawdown | -70.18% |
2009 | 8.07% |
2010 | -19.03% |
2011 | -16.55% |
2012 | 3.20% |
2013 | 12.85% |
2014 | -10.43% |
2015 | -3.59% |
2016 | 5.96% |
2017 | 9.35% |
2018 | -10.13% |
2019 | -5.90% |
2020 | 0.00% |
2021 | 17.53% |
2022 | 9.30% |
2023 | 8.60% |
2024 | 5.87% |
Open | Close | ||
Dates | 2009-09-30 | 2010-05-31 | 243 days |
Prices | $ 59.26 | $ 46.63 | -21.31% |
Capital | $ 1,000.00 | $ 786.90 | -21.31% |
Dates | 2010-12-31 | 2011-08-31 | 243 days |
Prices | $ 53.48 | $ 49.04 | -8.3% |
Capital | $ 786.90 | $ 721.59 | -27.84% |
Dates | 2012-10-31 | 2015-03-31 | 881 days |
Prices | $ 50.40 | $ 49.66 | -1.47% |
Capital | $ 721.59 | $ 710.98 | -28.90% |
Dates | 2016-07-31 | 2019-05-31 | 1,034 days |
Prices | $ 48.10 | $ 51.50 | 7.07% |
Capital | $ 710.98 | $ 761.25 | -23.88% |
Dates | 2021-01-31 | still open | 1,308 days |
Prices | $ 42.08 | $ 69.00 | 63.97% |
Capital | $ 761.25 | $ 1,248.22 | 24.82% |
Strategy performance | 24.82% |
Strategy annual return | 1.40% |
Strategy max loss | -35.54% |
Strategy max drawdown | -43.42% |
Worst trade performance | -21.31% |
Trade max loss | -27.32% |
Trade max drawdown | -37.20% |
Asset performance | 16.44% |
Asset annual return | 2.06% |
Asset max drawdown | -70.18% |
Year | Performance |
2009 | 8.07% |
2010 | -19.03% |
2011 | -16.55% |
2012 | 3.20% |
2013 | 12.85% |
2014 | -10.43% |
2015 | -3.59% |
2016 | 5.96% |
2017 | 9.35% |
2018 | -10.13% |
2019 | -5.90% |
2020 | 0.00% |
2021 | 17.53% |
2022 | 9.30% |
2023 | 8.60% |
2024 | 5.87% |