BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2016-08-31 | 2020-03-31 | 1,308 days | $ 60.69 | $ 62.80 | $ 1,000.00 | $ 1,034.80 | 3.48% | 3.48% |
2020-08-31 | 2022-08-31 | 730 days | $ 83.49 | $ 87.60 | $ 1,034.80 | $ 1,085.71 | 4.92% | 8.57% |
2023-05-31 | still open | 458 days | $ 92.27 | $ 117.54 | $ 1,085.71 | $ 1,383.09 | 27.39% | 38.31% |
Strategy performance | 38.31% |
Strategy annual return | 3.67% |
Strategy max loss | -11.52% |
Strategy max drawdown | -35.48% |
Worst trade performance | 3.48% |
Trade max loss | -11.52% |
Trade max drawdown | -35.48% |
Asset performance | 93.67% |
Asset annual return | 8.97% |
Asset max drawdown | -35.48% |
2016 | 0.51% |
2017 | 18.19% |
2018 | -16.43% |
2019 | 14.57% |
2020 | -12.66% |
2021 | 16.31% |
2022 | -14.55% |
2023 | 11.50% |
2024 | 14.25% |
Open | Close | ||
Dates | 2016-08-31 | 2020-03-31 | 1,308 days |
Prices | $ 60.69 | $ 62.80 | 3.48% |
Capital | $ 1,000.00 | $ 1,034.80 | 3.48% |
Dates | 2020-08-31 | 2022-08-31 | 730 days |
Prices | $ 83.49 | $ 87.60 | 4.92% |
Capital | $ 1,034.80 | $ 1,085.71 | 8.57% |
Dates | 2023-05-31 | still open | 458 days |
Prices | $ 92.27 | $ 117.54 | 27.39% |
Capital | $ 1,085.71 | $ 1,383.09 | 38.31% |
Strategy performance | 38.31% |
Strategy annual return | 3.67% |
Strategy max loss | -11.52% |
Strategy max drawdown | -35.48% |
Worst trade performance | 3.48% |
Trade max loss | -11.52% |
Trade max drawdown | -35.48% |
Asset performance | 93.67% |
Asset annual return | 8.97% |
Asset max drawdown | -35.48% |
Year | Performance |
2016 | 0.51% |
2017 | 18.19% |
2018 | -16.43% |
2019 | 14.57% |
2020 | -12.66% |
2021 | 16.31% |
2022 | -14.55% |
2023 | 11.50% |
2024 | 14.25% |