BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2017-01-31 | 2018-11-30 | 668 days | $ 49.36 | $ 51.43 | $ 1,000.00 | $ 1,041.90 | 4.19% | 4.19% |
2019-11-30 | 2020-03-31 | 122 days | $ 56.39 | $ 43.28 | $ 1,041.90 | $ 799.66 | -23.25% | -20.03% |
2020-09-30 | 2022-06-30 | 638 days | $ 52.43 | $ 52.82 | $ 799.66 | $ 805.58 | 0.74% | -19.44% |
2023-03-31 | still open | 519 days | $ 60.95 | $ 70.93 | $ 805.58 | $ 937.45 | 16.37% | -6.26% |
Strategy performance | -6.26% |
Strategy annual return | -0.80% |
Strategy max loss | -35.64% |
Strategy max drawdown | -47.96% |
Worst trade performance | -23.25% |
Trade max loss | -35.64% |
Trade max drawdown | -38.59% |
Asset performance | 43.70% |
Asset annual return | 4.64% |
Asset max drawdown | -42.94% |
2017 | 19.83% |
2018 | -17.69% |
2019 | 3.93% |
2020 | -12.43% |
2021 | 14.31% |
2022 | -19.74% |
2023 | 5.78% |
2024 | 11.36% |
Open | Close | ||
Dates | 2017-01-31 | 2018-11-30 | 668 days |
Prices | $ 49.36 | $ 51.43 | 4.19% |
Capital | $ 1,000.00 | $ 1,041.90 | 4.19% |
Dates | 2019-11-30 | 2020-03-31 | 122 days |
Prices | $ 56.39 | $ 43.28 | -23.25% |
Capital | $ 1,041.90 | $ 799.66 | -20.03% |
Dates | 2020-09-30 | 2022-06-30 | 638 days |
Prices | $ 52.43 | $ 52.82 | 0.74% |
Capital | $ 799.66 | $ 805.58 | -19.44% |
Dates | 2023-03-31 | still open | 519 days |
Prices | $ 60.95 | $ 70.93 | 16.37% |
Capital | $ 805.58 | $ 937.45 | -6.26% |
Strategy performance | -6.26% |
Strategy annual return | -0.80% |
Strategy max loss | -35.64% |
Strategy max drawdown | -47.96% |
Worst trade performance | -23.25% |
Trade max loss | -35.64% |
Trade max drawdown | -38.59% |
Asset performance | 43.70% |
Asset annual return | 4.64% |
Asset max drawdown | -42.94% |
Year | Performance |
2017 | 19.83% |
2018 | -17.69% |
2019 | 3.93% |
2020 | -12.43% |
2021 | 14.31% |
2022 | -19.74% |
2023 | 5.78% |
2024 | 11.36% |