BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2010-11-30 | 2015-01-31 | 1,523 days | $ 69.56 | $ 87.42 | $ 1,000.00 | $ 1,256.80 | 25.68% | 25.68% |
2016-04-30 | 2017-02-28 | 304 days | $ 88.40 | $ 81.32 | $ 1,256.80 | $ 1,156.13 | -8.01% | 15.61% |
2017-12-31 | 2018-02-28 | 59 days | $ 83.64 | $ 75.74 | $ 1,156.13 | $ 1,046.88 | -9.45% | 4.69% |
2018-07-31 | 2018-12-31 | 153 days | $ 81.51 | $ 68.19 | $ 1,046.88 | $ 875.82 | -16.34% | -12.42% |
2019-04-30 | 2019-05-31 | 31 days | $ 80.28 | $ 70.77 | $ 875.82 | $ 772.04 | -11.85% | -22.80% |
2021-02-28 | still open | 1,280 days | $ 54.37 | $ 117.94 | $ 772.04 | $ 1,674.71 | 116.92% | 67.47% |
Strategy performance | 67.47% |
Strategy annual return | 3.50% |
Strategy max loss | -49.97% |
Strategy max drawdown | -58.25% |
Worst trade performance | -16.34% |
Trade max loss | -20.68% |
Trade max drawdown | -26.00% |
Asset performance | 69.55% |
Asset annual return | 4.11% |
Asset max drawdown | -71.26% |
2010 | 5.12% |
2011 | 5.06% |
2012 | 3.36% |
2013 | 12.48% |
2014 | 0.31% |
2015 | 0.00% |
2016 | 2.10% |
2017 | -3.06% |
2018 | -27.42% |
2019 | -11.85% |
2020 | 0.00% |
2021 | 12.55% |
2022 | 45.21% |
2023 | -13.82% |
2024 | 14.72% |
Open | Close | ||
Dates | 2010-11-30 | 2015-01-31 | 1,523 days |
Prices | $ 69.56 | $ 87.42 | 25.68% |
Capital | $ 1,000.00 | $ 1,256.80 | 25.68% |
Dates | 2016-04-30 | 2017-02-28 | 304 days |
Prices | $ 88.40 | $ 81.32 | -8.01% |
Capital | $ 1,256.80 | $ 1,156.13 | 15.61% |
Dates | 2017-12-31 | 2018-02-28 | 59 days |
Prices | $ 83.64 | $ 75.74 | -9.45% |
Capital | $ 1,156.13 | $ 1,046.88 | 4.69% |
Dates | 2018-07-31 | 2018-12-31 | 153 days |
Prices | $ 81.51 | $ 68.19 | -16.34% |
Capital | $ 1,046.88 | $ 875.82 | -12.42% |
Dates | 2019-04-30 | 2019-05-31 | 31 days |
Prices | $ 80.28 | $ 70.77 | -11.85% |
Capital | $ 875.82 | $ 772.04 | -22.80% |
Dates | 2021-02-28 | still open | 1,280 days |
Prices | $ 54.37 | $ 117.94 | 116.92% |
Capital | $ 772.04 | $ 1,674.71 | 67.47% |
Strategy performance | 67.47% |
Strategy annual return | 3.50% |
Strategy max loss | -49.97% |
Strategy max drawdown | -58.25% |
Worst trade performance | -16.34% |
Trade max loss | -20.68% |
Trade max drawdown | -26.00% |
Asset performance | 69.55% |
Asset annual return | 4.11% |
Asset max drawdown | -71.26% |
Year | Performance |
2010 | 5.12% |
2011 | 5.06% |
2012 | 3.36% |
2013 | 12.48% |
2014 | 0.31% |
2015 | 0.00% |
2016 | 2.10% |
2017 | -3.06% |
2018 | -27.42% |
2019 | -11.85% |
2020 | 0.00% |
2021 | 12.55% |
2022 | 45.21% |
2023 | -13.82% |
2024 | 14.72% |