BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2009-08-31 | 2011-12-31 | 852 days | $ 29.81 | $ 33.50 | $ 1,000.00 | $ 1,123.80 | 12.38% | 12.38% |
2012-02-29 | 2015-09-30 | 1,309 days | $ 36.97 | $ 39.92 | $ 1,123.80 | $ 1,213.48 | 7.98% | 21.35% |
2016-06-30 | 2018-12-31 | 914 days | $ 46.34 | $ 50.52 | $ 1,213.48 | $ 1,322.94 | 9.02% | 32.29% |
2019-07-31 | 2020-03-31 | 244 days | $ 58.34 | $ 45.04 | $ 1,322.94 | $ 1,021.31 | -22.80% | 2.13% |
2020-08-31 | 2022-09-30 | 760 days | $ 62.99 | $ 68.01 | $ 1,021.31 | $ 1,102.71 | 7.97% | 10.27% |
2023-02-28 | still open | 611 days | $ 81.83 | $ 93.39 | $ 1,102.71 | $ 1,258.52 | 14.13% | 25.85% |
Strategy performance | 25.85% |
Strategy annual return | 1.45% |
Strategy max loss | -35.40% |
Strategy max drawdown | -49.15% |
Worst trade performance | -22.80% |
Trade max loss | -35.40% |
Trade max drawdown | -39.15% |
Asset performance | 213.28% |
Asset annual return | 9.76% |
Asset max drawdown | -41.27% |
2009 | 10.67% |
2010 | 27.44% |
2011 | -12.85% |
2012 | 1.55% |
2013 | 18.44% |
2014 | 10.30% |
2015 | -16.29% |
2016 | 7.24% |
2017 | 16.49% |
2018 | -19.74% |
2019 | 5.28% |
2020 | -10.19% |
2021 | 28.27% |
2022 | -19.46% |
2023 | 4.53% |
2024 | 13.60% |
Open | Close | ||
Dates | 2009-08-31 | 2011-12-31 | 852 days |
Prices | $ 29.81 | $ 33.50 | 12.38% |
Capital | $ 1,000.00 | $ 1,123.80 | 12.38% |
Dates | 2012-02-29 | 2015-09-30 | 1,309 days |
Prices | $ 36.97 | $ 39.92 | 7.98% |
Capital | $ 1,123.80 | $ 1,213.48 | 21.35% |
Dates | 2016-06-30 | 2018-12-31 | 914 days |
Prices | $ 46.34 | $ 50.52 | 9.02% |
Capital | $ 1,213.48 | $ 1,322.94 | 32.29% |
Dates | 2019-07-31 | 2020-03-31 | 244 days |
Prices | $ 58.34 | $ 45.04 | -22.8% |
Capital | $ 1,322.94 | $ 1,021.31 | 2.13% |
Dates | 2020-08-31 | 2022-09-30 | 760 days |
Prices | $ 62.99 | $ 68.01 | 7.97% |
Capital | $ 1,021.31 | $ 1,102.71 | 10.27% |
Dates | 2023-02-28 | still open | 611 days |
Prices | $ 81.83 | $ 93.39 | 14.13% |
Capital | $ 1,102.71 | $ 1,258.52 | 25.85% |
Strategy performance | 25.85% |
Strategy annual return | 1.45% |
Strategy max loss | -35.40% |
Strategy max drawdown | -49.15% |
Worst trade performance | -22.80% |
Trade max loss | -35.40% |
Trade max drawdown | -39.15% |
Asset performance | 213.28% |
Asset annual return | 9.76% |
Asset max drawdown | -41.27% |
Year | Performance |
2009 | 10.67% |
2010 | 27.44% |
2011 | -12.85% |
2012 | 1.55% |
2013 | 18.44% |
2014 | 10.30% |
2015 | -16.29% |
2016 | 7.24% |
2017 | 16.49% |
2018 | -19.74% |
2019 | 5.28% |
2020 | -10.19% |
2021 | 28.27% |
2022 | -19.46% |
2023 | 4.53% |
2024 | 13.60% |