BULL | DCA | BEAR |
Open date | Close date | Duration | Open price | Close price | Open capital | Close capital | Perf (trade) | Perf (sum) |
---|---|---|---|---|---|---|---|---|
2005-09-30 | 2008-12-31 | 1,188 days | $ 59.46 | $ 61.82 | $ 1,000.00 | $ 1,039.70 | 3.97% | 3.97% |
2012-11-30 | 2015-07-31 | 973 days | $ 69.83 | $ 76.70 | $ 1,039.70 | $ 1,142.01 | 9.84% | 14.20% |
2017-08-31 | 2018-03-31 | 212 days | $ 92.27 | $ 79.28 | $ 1,142.01 | $ 981.21 | -14.08% | -1.88% |
2018-11-30 | 2022-10-31 | 1,431 days | $ 94.51 | $ 134.67 | $ 981.21 | $ 1,398.13 | 42.49% | 39.81% |
2024-05-31 | still open | 92 days | $ 164.54 | $ 171.54 | $ 1,398.13 | $ 1,457.55 | 4.25% | 45.76% |
Strategy performance | 45.76% |
Strategy annual return | 1.90% |
Strategy max loss | -21.15% |
Strategy max drawdown | -35.59% |
Worst trade performance | -14.08% |
Trade max loss | -17.84% |
Trade max drawdown | -26.95% |
Asset performance | 188.50% |
Asset annual return | 6.03% |
Asset max drawdown | -38.43% |
2005 | -2.66% |
2006 | 8.51% |
2007 | 13.18% |
2008 | -5.50% |
2009 | 0.00% |
2010 | 0.00% |
2011 | 0.00% |
2012 | -2.78% |
2013 | 8.31% |
2014 | 18.89% |
2015 | -9.01% |
2016 | 0.00% |
2017 | -0.43% |
2018 | -10.70% |
2019 | 29.47% |
2020 | 11.65% |
2021 | 27.60% |
2022 | -16.06% |
2023 | 0.00% |
2024 | 4.26% |
Open | Close | ||
Dates | 2005-09-30 | 2008-12-31 | 1,188 days |
Prices | $ 59.46 | $ 61.82 | 3.97% |
Capital | $ 1,000.00 | $ 1,039.70 | 3.97% |
Dates | 2012-11-30 | 2015-07-31 | 973 days |
Prices | $ 69.83 | $ 76.70 | 9.84% |
Capital | $ 1,039.70 | $ 1,142.01 | 14.20% |
Dates | 2017-08-31 | 2018-03-31 | 212 days |
Prices | $ 92.27 | $ 79.28 | -14.08% |
Capital | $ 1,142.01 | $ 981.21 | -1.88% |
Dates | 2018-11-30 | 2022-10-31 | 1,431 days |
Prices | $ 94.51 | $ 134.67 | 42.49% |
Capital | $ 981.21 | $ 1,398.13 | 39.81% |
Dates | 2024-05-31 | still open | 92 days |
Prices | $ 164.54 | $ 171.54 | 4.25% |
Capital | $ 1,398.13 | $ 1,457.55 | 45.76% |
Strategy performance | 45.76% |
Strategy annual return | 1.90% |
Strategy max loss | -21.15% |
Strategy max drawdown | -35.59% |
Worst trade performance | -14.08% |
Trade max loss | -17.84% |
Trade max drawdown | -26.95% |
Asset performance | 188.50% |
Asset annual return | 6.03% |
Asset max drawdown | -38.43% |
Year | Performance |
2005 | -2.66% |
2006 | 8.51% |
2007 | 13.18% |
2008 | -5.50% |
2009 | 0.00% |
2010 | 0.00% |
2011 | 0.00% |
2012 | -2.78% |
2013 | 8.31% |
2014 | 18.89% |
2015 | -9.01% |
2016 | 0.00% |
2017 | -0.43% |
2018 | -10.70% |
2019 | 29.47% |
2020 | 11.65% |
2021 | 27.60% |
2022 | -16.06% |
2023 | 0.00% |
2024 | 4.26% |