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Buy and Hold



Updated 4 days, 16 hours ago
Portfolio ^DJ-CBND Instrument
Model Buy and Hold
Period 2000-01-01 — 2025-06-30
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $385,936.26
CAGR % 5.44%
Max % Drawdown (23.72%)
Standard Deviation 1.89%
Annualized Sharpe 0.39
Win Rate % 0.0%
Longest Drawdown 45.2 months
Avg Trades Per Year 0.00
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Updated 4 days, 16 hours ago
Portfolio ^US-GBND-10Y Instrument
Model Buy and Hold
Period 2000-01-01 — 2025-06-30
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $268,806.53
CAGR % 3.96%
Max % Drawdown (20.79%)
Standard Deviation 1.80%
Annualized Sharpe 0.18
Win Rate % 0.0%
Longest Drawdown 58.8 months
Avg Trades Per Year 0.00
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Updated 4 days, 16 hours ago
Portfolio ^US-GBND-30Y Instrument
Model Buy and Hold
Period 2000-01-01 — 2025-06-30
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $349,696.42
CAGR % 5.03%
Max % Drawdown (41.00%)
Standard Deviation 3.51%
Annualized Sharpe 0.22
Win Rate % 0.0%
Longest Drawdown 63.7 months
Avg Trades Per Year 0.00
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Updated 4 days, 16 hours ago
Portfolio ^US-GBND-5Y Instrument
Model Buy and Hold
Period 2000-01-01 — 2025-06-30
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $220,264.33
CAGR % 3.15%
Max % Drawdown (12.72%)
Standard Deviation 1.08%
Annualized Sharpe 0.06
Win Rate % 0.0%
Longest Drawdown 58.8 months
Avg Trades Per Year 0.00
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Updated 4 days, 16 hours ago
Portfolio ^WXU-GBND Instrument
Model Buy and Hold
Period 2000-01-01 — 2025-06-30
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $199,959.36
CAGR % 2.76%
Max % Drawdown (28.42%)
Standard Deviation 1.45%
Annualized Sharpe (0.02)
Win Rate % 0.0%
Longest Drawdown 63.7 months
Avg Trades Per Year 0.00
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Updated 4 days, 16 hours ago
Portfolio ^DJ-CBND Instrument
Model Buy and Hold
Period 1980-01-01 — 2025-06-30
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $3,510,686.20
CAGR % 8.14%
Max % Drawdown (23.72%)
Standard Deviation 2.00%
Annualized Sharpe 0.74
Win Rate % 0.0%
Longest Drawdown 45.2 months
Avg Trades Per Year 0.00
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Updated 4 days, 16 hours ago
Portfolio ^US-GBND-10Y Instrument
Model Buy and Hold
Period 1980-01-01 — 2025-06-30
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $2,011,611.11
CAGR % 6.82%
Max % Drawdown (24.32%)
Standard Deviation 2.47%
Annualized Sharpe 0.47
Win Rate % 0.0%
Longest Drawdown 58.8 months
Avg Trades Per Year 0.00
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Updated 4 days, 16 hours ago
Portfolio ^DJ-CBND Instrument
Model Buy and Hold
Period 1973-01-01 — 2025-06-30
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $5,487,508.84
CAGR % 7.93%
Max % Drawdown (23.72%)
Standard Deviation 1.95%
Annualized Sharpe 0.73
Win Rate % 0.0%
Longest Drawdown 45.2 months
Avg Trades Per Year 0.00
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Updated 4 days, 16 hours ago
Portfolio ^US-GBND-10Y Instrument
Model Buy and Hold
Period 1973-01-01 — 2025-06-30
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $2,633,771.32
CAGR % 6.43%
Max % Drawdown (24.36%)
Standard Deviation 2.40%
Annualized Sharpe 0.44
Win Rate % 0.0%
Longest Drawdown 58.8 months
Avg Trades Per Year 0.00
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Updated 4 days, 16 hours ago
Portfolio ^US-GBND-30Y Instrument
Model Buy and Hold
Period 1973-01-01 — 2025-06-30
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $3,077,048.90
CAGR % 6.75%
Max % Drawdown (51.58%)
Standard Deviation 4.55%
Annualized Sharpe 0.30
Win Rate % 0.0%
Longest Drawdown 63.7 months
Avg Trades Per Year 0.00
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Updated 4 days, 16 hours ago
Portfolio ^US-GBND-5Y Instrument
Model Buy and Hold
Period 1973-01-01 — 2025-06-30
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $2,036,879.51
CAGR % 5.91%
Max % Drawdown (14.16%)
Standard Deviation 1.61%
Annualized Sharpe 0.53
Win Rate % 0.0%
Longest Drawdown 58.8 months
Avg Trades Per Year 0.00
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Updated 4 days, 16 hours ago
Portfolio ^WXU-GBND Instrument
Model Buy and Hold
Period 1973-01-01 — 2025-06-30
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $2,583,237.31
CAGR % 6.39%
Max % Drawdown (28.42%)
Standard Deviation 1.77%
Annualized Sharpe 0.56
Win Rate % 0.0%
Longest Drawdown 63.7 months
Avg Trades Per Year 0.00
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Updated 4 days, 16 hours ago
Portfolio ^DJ-CBND Instrument
Model Buy and Hold
Period 1950-01-01 — 1979-12-31
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $375,396.80
CAGR % 4.51%
Max % Drawdown (10.92%)
Standard Deviation 1.18%
Annualized Sharpe 0.38
Win Rate % 0.0%
Longest Drawdown 26.8 months
Avg Trades Per Year 0.00
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Updated 4 days, 16 hours ago
Portfolio ^US-GBND-10Y Instrument
Model Buy and Hold
Period 1950-01-01 — 1979-12-31
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $249,164.37
CAGR % 3.09%
Max % Drawdown (12.12%)
Standard Deviation 1.42%
Annualized Sharpe 0.04
Win Rate % 0.0%
Longest Drawdown 25.9 months
Avg Trades Per Year 0.00
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