BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2007-04-30 | 2008-10-31 | 550 days | $ 26.09 | $ 22.03 | $ 1,000.00 | $ 844.40 | -15.56% | -15.56% |
2010-11-30 | 2015-08-31 | 1,735 days | $ 31.59 | $ 39.32 | $ 844.40 | $ 1,051.02 | 24.47% | 5.10% |
2016-03-31 | 2016-12-31 | 275 days | $ 46.39 | $ 41.46 | $ 1,051.02 | $ 939.30 | -10.63% | -6.07% |
2018-01-31 | 2020-05-31 | 851 days | $ 47.59 | $ 46.68 | $ 939.30 | $ 921.36 | -1.91% | -7.86% |
2022-01-31 | 2023-09-30 | 607 days | $ 61.01 | $ 55.98 | $ 921.36 | $ 845.44 | -8.24% | -15.46% |
2024-07-31 | still open | 31 days | $ 66.74 | $ 72.47 | $ 845.44 | $ 918.06 | 8.59% | -8.19% |
Strategy performance | -8.19% |
Strategy annual return | -0.47% |
Strategy max loss | -31.87% |
Strategy max drawdown | -43.05% |
Worst trade performance | -15.56% |
Trade max loss | -23.79% |
Trade max drawdown | -39.68% |
Asset performance | 177.77% |
Asset annual return | 6.35% |
Asset max drawdown | -42.93% |
2007 | 17.59% |
2008 | -25.32% |
2009 | 0.00% |
2010 | 4.09% |
2011 | 11.27% |
2012 | 7.35% |
2013 | 10.94% |
2014 | 11.64% |
2015 | -4.49% |
2016 | -10.61% |
2017 | 0.00% |
2018 | -0.49% |
2019 | 15.01% |
2020 | -20.08% |
2021 | 0.00% |
2022 | 4.24% |
2023 | -8.69% |
2024 | 8.57% |
Open | Close | ||
Dates | 2007-04-30 | 2008-10-31 | 550 days |
Prices | $ 26.09 | $ 22.03 | -15.56% |
Capital | $ 1,000.00 | $ 844.40 | -15.56% |
Dates | 2010-11-30 | 2015-08-31 | 1,735 days |
Prices | $ 31.59 | $ 39.32 | 24.47% |
Capital | $ 844.40 | $ 1,051.02 | 5.10% |
Dates | 2016-03-31 | 2016-12-31 | 275 days |
Prices | $ 46.39 | $ 41.46 | -10.63% |
Capital | $ 1,051.02 | $ 939.30 | -6.07% |
Dates | 2018-01-31 | 2020-05-31 | 851 days |
Prices | $ 47.59 | $ 46.68 | -1.91% |
Capital | $ 939.30 | $ 921.36 | -7.86% |
Dates | 2022-01-31 | 2023-09-30 | 607 days |
Prices | $ 61.01 | $ 55.98 | -8.24% |
Capital | $ 921.36 | $ 845.44 | -15.46% |
Dates | 2024-07-31 | still open | 31 days |
Prices | $ 66.74 | $ 72.47 | 8.59% |
Capital | $ 845.44 | $ 918.06 | -8.19% |
Strategy performance | -8.19% |
Strategy annual return | -0.47% |
Strategy max loss | -31.87% |
Strategy max drawdown | -43.05% |
Worst trade performance | -15.56% |
Trade max loss | -23.79% |
Trade max drawdown | -39.68% |
Asset performance | 177.77% |
Asset annual return | 6.35% |
Asset max drawdown | -42.93% |
Year | Performance |
2007 | 17.59% |
2008 | -25.32% |
2009 | 0.00% |
2010 | 4.09% |
2011 | 11.27% |
2012 | 7.35% |
2013 | 10.94% |
2014 | 11.64% |
2015 | -4.49% |
2016 | -10.61% |
2017 | 0.00% |
2018 | -0.49% |
2019 | 15.01% |
2020 | -20.08% |
2021 | 0.00% |
2022 | 4.24% |
2023 | -8.69% |
2024 | 8.57% |