BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2005-09-30 | 2007-10-31 | 761 days | $ 45.70 | $ 47.64 | $ 1,000.00 | $ 1,042.50 | 4.25% | 4.25% |
2011-05-31 | 2012-05-31 | 366 days | $ 57.81 | $ 46.62 | $ 1,042.50 | $ 840.67 | -19.36% | -15.93% |
2013-01-31 | 2016-01-31 | 1,095 days | $ 60.77 | $ 69.87 | $ 840.67 | $ 966.52 | 14.97% | -3.35% |
2019-11-30 | 2020-10-31 | 336 days | $ 92.30 | $ 78.08 | $ 966.52 | $ 817.58 | -15.41% | -18.24% |
2023-04-30 | still open | 489 days | $ 102.57 | $ 120.89 | $ 817.58 | $ 963.60 | 17.86% | -3.64% |
Strategy performance | -3.64% |
Strategy annual return | -0.18% |
Strategy max loss | -30.50% |
Strategy max drawdown | -45.29% |
Worst trade performance | -19.36% |
Trade max loss | -25.05% |
Trade max drawdown | -30.71% |
Asset performance | 164.54% |
Asset annual return | 5.32% |
Asset max drawdown | -45.88% |
2005 | 2.91% |
2006 | 4.13% |
2007 | -7.84% |
2008 | 0.00% |
2009 | 0.00% |
2010 | 0.00% |
2011 | -11.40% |
2012 | -4.29% |
2013 | 18.53% |
2014 | 17.19% |
2015 | -11.67% |
2016 | 0.00% |
2017 | 0.00% |
2018 | 0.00% |
2019 | 2.58% |
2020 | -17.38% |
2021 | 0.00% |
2022 | 0.00% |
2023 | -1.55% |
2024 | 16.82% |
Open | Close | ||
Dates | 2005-09-30 | 2007-10-31 | 761 days |
Prices | $ 45.70 | $ 47.64 | 4.25% |
Capital | $ 1,000.00 | $ 1,042.50 | 4.25% |
Dates | 2011-05-31 | 2012-05-31 | 366 days |
Prices | $ 57.81 | $ 46.62 | -19.36% |
Capital | $ 1,042.50 | $ 840.67 | -15.93% |
Dates | 2013-01-31 | 2016-01-31 | 1,095 days |
Prices | $ 60.77 | $ 69.87 | 14.97% |
Capital | $ 840.67 | $ 966.52 | -3.35% |
Dates | 2019-11-30 | 2020-10-31 | 336 days |
Prices | $ 92.30 | $ 78.08 | -15.41% |
Capital | $ 966.52 | $ 817.58 | -18.24% |
Dates | 2023-04-30 | still open | 489 days |
Prices | $ 102.57 | $ 120.89 | 17.86% |
Capital | $ 817.58 | $ 963.60 | -3.64% |
Strategy performance | -3.64% |
Strategy annual return | -0.18% |
Strategy max loss | -30.50% |
Strategy max drawdown | -45.29% |
Worst trade performance | -19.36% |
Trade max loss | -25.05% |
Trade max drawdown | -30.71% |
Asset performance | 164.54% |
Asset annual return | 5.32% |
Asset max drawdown | -45.88% |
Year | Performance |
2005 | 2.91% |
2006 | 4.13% |
2007 | -7.84% |
2008 | 0.00% |
2009 | 0.00% |
2010 | 0.00% |
2011 | -11.40% |
2012 | -4.29% |
2013 | 18.53% |
2014 | 17.19% |
2015 | -11.67% |
2016 | 0.00% |
2017 | 0.00% |
2018 | 0.00% |
2019 | 2.58% |
2020 | -17.38% |
2021 | 0.00% |
2022 | 0.00% |
2023 | -1.55% |
2024 | 16.82% |