הצופה
תשואה חודשית
אלוקציה עדכנית
| EDV | MDY | SHY | |
|---|---|---|---|
| 2023-04-28 | 1 | 0 | 0 |
גרף ביצועים מתחילת השנה
גרף התשואה מתחילת השנה מול אינדקס ההשוואה
ביצועי תעודות הסל
רשימת ה- Trades
| symbol | weight | entry.date | exit.date | entry.price | exit.price | return | |
|---|---|---|---|---|---|---|---|
| 1 | SHY | 100 | 2007-12-13 | 2007-12-31 | 68.28 | 68.61 | 0.48 |
| 2 | SHY | 100 | 2007-12-31 | 2008-01-31 | 68.61 | 69.74 | 1.65 |
| 3 | SHY | 100 | 2008-01-31 | 2008-02-29 | 69.74 | 70.46 | 1.03 |
| 4 | SHY | 100 | 2008-02-29 | 2008-03-31 | 70.46 | 70.64 | 0.25 |
| 5 | SHY | 100 | 2008-03-31 | 2008-04-30 | 70.64 | 70.05 | -0.83 |
| 6 | MDY | 100 | 2008-04-30 | 2008-05-30 | 125.97 | 132.81 | 5.44 |
| 7 | MDY | 100 | 2008-05-30 | 2008-06-30 | 132.81 | 123.38 | -7.10 |
| 8 | MDY | 100 | 2008-06-30 | 2008-07-31 | 123.38 | 121.14 | -1.82 |
| 9 | EDV | 100 | 2008-07-31 | 2008-08-29 | 44.05 | 46.71 | 6.04 |
| 10 | EDV | 100 | 2008-08-29 | 2008-09-30 | 46.71 | 48.35 | 3.52 |
| 11 | EDV | 100 | 2008-09-30 | 2008-10-31 | 48.35 | 47.34 | -2.09 |
| 12 | EDV | 100 | 2008-10-31 | 2008-11-28 | 47.34 | 58.29 | 23.14 |
| 13 | EDV | 100 | 2008-11-28 | 2008-12-31 | 58.29 | 70.50 | 20.95 |
| 14 | EDV | 100 | 2008-12-31 | 2009-01-30 | 70.50 | 55.37 | -21.47 |
| 15 | EDV | 100 | 2009-01-30 | 2009-02-27 | 55.37 | 54.60 | -1.39 |
| 16 | SHY | 100 | 2009-02-27 | 2009-03-31 | 72.72 | 73.08 | 0.50 |
| 17 | SHY | 100 | 2009-03-31 | 2009-04-30 | 73.08 | 72.96 | -0.16 |
| 18 | MDY | 100 | 2009-04-30 | 2009-05-29 | 85.40 | 87.91 | 2.94 |
| 19 | MDY | 100 | 2009-05-29 | 2009-06-30 | 87.91 | 88.69 | 0.88 |
| 20 | MDY | 100 | 2009-06-30 | 2009-07-31 | 88.69 | 96.07 | 8.33 |
| 21 | MDY | 100 | 2009-07-31 | 2009-08-31 | 96.07 | 100.26 | 4.36 |
| 22 | EDV | 100 | 2009-08-31 | 2009-09-30 | 51.05 | 52.80 | 3.44 |
| 23 | SHY | 100 | 2009-09-30 | 2009-10-30 | 73.49 | 73.59 | 0.14 |
| 24 | SHY | 100 | 2009-10-30 | 2009-11-30 | 73.59 | 74.03 | 0.60 |
| 25 | MDY | 100 | 2009-11-30 | 2009-12-31 | 105.40 | 111.82 | 6.09 |
| 26 | MDY | 100 | 2009-12-31 | 2010-01-29 | 111.82 | 108.22 | -3.22 |
| 27 | MDY | 100 | 2010-01-29 | 2010-02-26 | 108.22 | 113.70 | 5.06 |
| 28 | MDY | 100 | 2010-02-26 | 2010-03-31 | 113.70 | 121.85 | 7.17 |
| 29 | MDY | 100 | 2010-03-31 | 2010-04-30 | 121.85 | 126.93 | 4.17 |
| 30 | MDY | 100 | 2010-04-30 | 2010-05-28 | 126.93 | 117.98 | -7.05 |
| 31 | EDV | 100 | 2010-05-28 | 2010-06-30 | 50.95 | 55.19 | 8.31 |
| 32 | EDV | 100 | 2010-06-30 | 2010-07-30 | 55.19 | 53.95 | -2.24 |
| 33 | EDV | 100 | 2010-07-30 | 2010-08-31 | 53.95 | 60.90 | 12.88 |
| 34 | EDV | 100 | 2010-08-31 | 2010-09-30 | 60.90 | 58.24 | -4.37 |
| 35 | MDY | 100 | 2010-09-30 | 2010-10-29 | 124.49 | 128.72 | 3.39 |
| 36 | MDY | 100 | 2010-10-29 | 2010-11-30 | 128.72 | 132.53 | 2.96 |
| 37 | MDY | 100 | 2010-11-30 | 2010-12-31 | 132.53 | 141.21 | 6.55 |
| 38 | MDY | 100 | 2010-12-31 | 2011-01-31 | 141.21 | 143.93 | 1.92 |
| 39 | MDY | 100 | 2011-01-31 | 2011-02-28 | 143.93 | 150.46 | 4.54 |
| 40 | MDY | 100 | 2011-02-28 | 2011-03-31 | 150.46 | 154.36 | 2.59 |
| 41 | MDY | 100 | 2011-03-31 | 2011-04-29 | 154.36 | 158.42 | 2.63 |
| 42 | SHY | 100 | 2011-04-29 | 2011-05-31 | 75.38 | 75.66 | 0.36 |
| 43 | SHY | 100 | 2011-05-31 | 2011-06-30 | 75.66 | 75.66 | 0.00 |
| 44 | EDV | 100 | 2011-06-30 | 2011-07-29 | 49.96 | 52.95 | 5.99 |
| 45 | EDV | 100 | 2011-07-29 | 2011-08-31 | 52.95 | 61.62 | 16.37 |
| 46 | EDV | 100 | 2011-08-31 | 2011-09-30 | 61.62 | 76.29 | 23.80 |
| 47 | EDV | 100 | 2011-09-30 | 2011-10-31 | 76.29 | 71.19 | -6.68 |
| 48 | EDV | 100 | 2011-10-31 | 2011-11-30 | 71.19 | 73.65 | 3.46 |
| 49 | EDV | 100 | 2011-11-30 | 2011-12-30 | 73.65 | 77.69 | 5.48 |
| 50 | MDY | 100 | 2011-12-30 | 2012-01-31 | 138.20 | 147.31 | 6.59 |
| 51 | EDV | 100 | 2012-01-31 | 2012-02-29 | 76.50 | 73.99 | -3.28 |
| 52 | MDY | 100 | 2012-02-29 | 2012-03-30 | 153.96 | 156.92 | 1.93 |
| 53 | MDY | 100 | 2012-03-30 | 2012-04-30 | 156.92 | 156.48 | -0.28 |
| 54 | MDY | 100 | 2012-04-30 | 2012-05-31 | 156.48 | 146.38 | -6.45 |
| 55 | EDV | 100 | 2012-05-31 | 2012-06-29 | 84.12 | 82.23 | -2.24 |
| 56 | EDV | 100 | 2012-06-29 | 2012-07-31 | 82.23 | 87.01 | 5.81 |
| 57 | EDV | 100 | 2012-07-31 | 2012-08-31 | 87.01 | 84.80 | -2.54 |
| 58 | MDY | 100 | 2012-08-31 | 2012-09-28 | 154.46 | 157.06 | 1.69 |
| 59 | MDY | 100 | 2012-09-28 | 2012-10-31 | 157.06 | 155.61 | -0.93 |
| 60 | MDY | 100 | 2012-10-31 | 2012-11-30 | 155.61 | 159.18 | 2.30 |
| 61 | MDY | 100 | 2012-11-30 | 2012-12-31 | 159.18 | 162.83 | 2.29 |
| 62 | MDY | 100 | 2012-12-31 | 2013-01-31 | 162.83 | 174.36 | 7.08 |
| 63 | MDY | 100 | 2013-01-31 | 2013-02-28 | 174.36 | 175.80 | 0.83 |
| 64 | MDY | 100 | 2013-02-28 | 2013-03-28 | 175.80 | 184.32 | 4.84 |
| 65 | MDY | 100 | 2013-03-28 | 2013-04-30 | 184.32 | 185.42 | 0.60 |
| 66 | SHY | 100 | 2013-04-30 | 2013-05-31 | 76.50 | 76.40 | -0.13 |
| 67 | MDY | 100 | 2013-05-31 | 2013-06-28 | 189.66 | 185.31 | -2.29 |
| 68 | MDY | 100 | 2013-06-28 | 2013-07-31 | 185.31 | 197.67 | 6.67 |
| 69 | MDY | 100 | 2013-07-31 | 2013-08-30 | 197.67 | 190.03 | -3.86 |
| 70 | MDY | 100 | 2013-08-30 | 2013-09-30 | 190.03 | 200.21 | 5.36 |
| 71 | MDY | 100 | 2013-09-30 | 2013-10-31 | 200.21 | 207.45 | 3.62 |
| 72 | SHY | 100 | 2013-10-31 | 2013-11-29 | 76.60 | 76.67 | 0.09 |
| 73 | MDY | 100 | 2013-11-29 | 2013-12-31 | 210.03 | 216.66 | 3.16 |
| 74 | MDY | 100 | 2013-12-31 | 2014-01-31 | 216.66 | 211.85 | -2.22 |
| 75 | EDV | 100 | 2014-01-31 | 2014-02-28 | 69.93 | 70.17 | 0.35 |
| 76 | EDV | 100 | 2014-02-28 | 2014-03-31 | 70.17 | 71.51 | 1.91 |
| 77 | EDV | 100 | 2014-03-31 | 2014-04-30 | 71.51 | 73.62 | 2.95 |
| 78 | EDV | 100 | 2014-04-30 | 2014-05-30 | 73.62 | 76.64 | 4.10 |
| 79 | EDV | 100 | 2014-05-30 | 2014-06-30 | 76.64 | 76.44 | -0.25 |
| 80 | SHY | 100 | 2014-06-30 | 2014-07-31 | 76.79 | 76.70 | -0.11 |
| 81 | EDV | 100 | 2014-07-31 | 2014-08-29 | 77.57 | 82.98 | 6.98 |
| 82 | EDV | 100 | 2014-08-29 | 2014-09-30 | 82.98 | 80.52 | -2.97 |
| 83 | EDV | 100 | 2014-09-30 | 2014-10-31 | 80.52 | 83.89 | 4.19 |
| 84 | EDV | 100 | 2014-10-31 | 2014-11-28 | 83.89 | 87.53 | 4.34 |
| 85 | EDV | 100 | 2014-11-28 | 2014-12-31 | 87.53 | 92.20 | 5.33 |
| 86 | SHY | 100 | 2014-12-31 | 2015-01-30 | 76.87 | 77.36 | 0.63 |
| 87 | EDV | 100 | 2015-01-30 | 2015-02-27 | 105.34 | 95.74 | -9.12 |
| 88 | EDV | 100 | 2015-02-27 | 2015-03-31 | 95.74 | 97.12 | 1.45 |
| 89 | EDV | 100 | 2015-03-31 | 2015-04-30 | 97.12 | 91.67 | -5.62 |
| 90 | MDY | 100 | 2015-04-30 | 2015-05-29 | 245.80 | 249.88 | 1.66 |
| 91 | MDY | 100 | 2015-05-29 | 2015-06-30 | 249.88 | 246.65 | -1.29 |
| 92 | MDY | 100 | 2015-06-30 | 2015-07-31 | 246.65 | 246.91 | 0.11 |
| 93 | MDY | 100 | 2015-07-31 | 2015-08-31 | 246.91 | 232.93 | -5.66 |
| 94 | EDV | 100 | 2015-08-31 | 2015-09-30 | 88.11 | 90.07 | 2.23 |
| 95 | EDV | 100 | 2015-09-30 | 2015-10-30 | 90.07 | 89.71 | -0.41 |
| 96 | EDV | 100 | 2015-10-30 | 2015-11-30 | 89.71 | 88.42 | -1.43 |
| 97 | MDY | 100 | 2015-11-30 | 2015-12-31 | 241.19 | 231.08 | -4.19 |
| 98 | MDY | 100 | 2015-12-31 | 2016-01-29 | 231.08 | 218.29 | -5.54 |
| 99 | EDV | 100 | 2016-01-29 | 2016-02-29 | 95.13 | 99.01 | 4.07 |
| 100 | EDV | 100 | 2016-02-29 | 2016-03-31 | 99.01 | 98.83 | -0.19 |
| 101 | EDV | 100 | 2016-03-31 | 2016-04-29 | 98.83 | 97.73 | -1.10 |
| 102 | MDY | 100 | 2016-04-29 | 2016-05-31 | 242.59 | 248.03 | 2.25 |
| 103 | MDY | 100 | 2016-05-31 | 2016-06-30 | 248.03 | 249.19 | 0.47 |
| 104 | EDV | 100 | 2016-06-30 | 2016-07-29 | 108.33 | 111.96 | 3.35 |
| 105 | SHY | 100 | 2016-07-29 | 2016-08-31 | 78.27 | 78.09 | -0.23 |
| 106 | SHY | 100 | 2016-08-31 | 2016-09-30 | 78.09 | 78.19 | 0.13 |
| 107 | MDY | 100 | 2016-09-30 | 2016-10-31 | 259.42 | 252.53 | -2.66 |
| 108 | SHY | 100 | 2016-10-31 | 2016-11-30 | 78.15 | 77.78 | -0.47 |
| 109 | MDY | 100 | 2016-11-30 | 2016-12-30 | 272.44 | 278.37 | 2.18 |
| 110 | MDY | 100 | 2016-12-30 | 2017-01-31 | 278.37 | 282.96 | 1.65 |
| 111 | MDY | 100 | 2017-01-31 | 2017-02-28 | 282.96 | 290.30 | 2.60 |
| 112 | MDY | 100 | 2017-02-28 | 2017-03-31 | 290.30 | 288.99 | -0.45 |
| 113 | MDY | 100 | 2017-03-31 | 2017-04-28 | 288.99 | 291.24 | 0.78 |
| 114 | EDV | 100 | 2017-04-28 | 2017-05-31 | 92.85 | 95.82 | 3.20 |
| 115 | EDV | 100 | 2017-05-31 | 2017-06-30 | 95.82 | 97.02 | 1.26 |
| 116 | SHY | 100 | 2017-06-30 | 2017-07-31 | 78.14 | 78.28 | 0.19 |
| 117 | SHY | 100 | 2017-07-31 | 2017-08-31 | 78.28 | 78.44 | 0.20 |
| 118 | EDV | 100 | 2017-08-31 | 2017-09-29 | 100.48 | 97.11 | -3.35 |
| 119 | MDY | 100 | 2017-09-29 | 2017-10-31 | 303.73 | 310.51 | 2.23 |
| 120 | MDY | 100 | 2017-10-31 | 2017-11-30 | 310.51 | 321.95 | 3.68 |
| 121 | MDY | 100 | 2017-11-30 | 2017-12-29 | 321.95 | 322.70 | 0.23 |
| 122 | SHY | 100 | 2017-12-29 | 2018-01-31 | 78.04 | 77.82 | -0.29 |
| 123 | MDY | 100 | 2018-01-31 | 2018-02-28 | 331.66 | 316.96 | -4.43 |
| 124 | MDY | 100 | 2018-02-28 | 2018-03-29 | 316.96 | 320.05 | 0.97 |
| 125 | SHY | 100 | 2018-03-29 | 2018-04-30 | 77.93 | 77.75 | -0.23 |
| 126 | EDV | 100 | 2018-04-30 | 2018-05-31 | 94.26 | 96.46 | 2.33 |
| 127 | MDY | 100 | 2018-05-31 | 2018-06-29 | 332.04 | 333.42 | 0.41 |
| 128 | MDY | 100 | 2018-06-29 | 2018-07-31 | 333.42 | 339.10 | 1.70 |
| 129 | SHY | 100 | 2018-07-31 | 2018-08-31 | 78.01 | 78.28 | 0.35 |
| 130 | MDY | 100 | 2018-08-31 | 2018-09-28 | 349.83 | 346.09 | -1.07 |
| 131 | MDY | 100 | 2018-09-28 | 2018-10-31 | 346.09 | 312.83 | -9.61 |
| 132 | SHY | 100 | 2018-10-31 | 2018-11-30 | 78.29 | 78.59 | 0.38 |
| 133 | SHY | 100 | 2018-11-30 | 2018-12-31 | 78.59 | 79.18 | 0.76 |
| 134 | EDV | 100 | 2018-12-31 | 2019-01-31 | 98.18 | 98.36 | 0.18 |
| 135 | EDV | 100 | 2019-01-31 | 2019-02-28 | 98.36 | 96.62 | -1.77 |
| 136 | EDV | 100 | 2019-02-28 | 2019-03-29 | 96.62 | 103.86 | 7.50 |
| 137 | MDY | 100 | 2019-03-29 | 2019-04-30 | 327.56 | 340.55 | 3.97 |
| 138 | SHY | 100 | 2019-04-30 | 2019-05-31 | 80.09 | 80.67 | 0.72 |
| 139 | EDV | 100 | 2019-05-31 | 2019-06-28 | 110.57 | 111.40 | 0.75 |
| 140 | EDV | 100 | 2019-06-28 | 2019-07-31 | 111.40 | 111.89 | 0.44 |
| 141 | EDV | 100 | 2019-07-31 | 2019-08-30 | 111.89 | 129.19 | 15.47 |
| 142 | EDV | 100 | 2019-08-30 | 2019-09-30 | 129.19 | 124.67 | -3.50 |
| 143 | EDV | 100 | 2019-09-30 | 2019-10-31 | 124.67 | 122.19 | -1.99 |
| 144 | EDV | 100 | 2019-10-31 | 2019-11-29 | 122.19 | 122.09 | -0.08 |
| 145 | MDY | 100 | 2019-11-29 | 2019-12-31 | 350.38 | 360.12 | 2.78 |
| 146 | MDY | 100 | 2019-12-31 | 2020-01-31 | 360.12 | 350.60 | -2.64 |
| 147 | EDV | 100 | 2020-01-31 | 2020-02-28 | 128.55 | 139.13 | 8.24 |
| 148 | EDV | 100 | 2020-02-28 | 2020-03-31 | 139.13 | 150.30 | 8.03 |
| 149 | EDV | 100 | 2020-03-31 | 2020-04-30 | 150.30 | 153.84 | 2.35 |
| 150 | EDV | 100 | 2020-04-30 | 2020-05-29 | 153.84 | 148.88 | -3.23 |
| 151 | EDV | 100 | 2020-05-29 | 2020-06-30 | 148.88 | 149.58 | 0.47 |
| 152 | MDY | 100 | 2020-06-30 | 2020-07-31 | 313.88 | 328.52 | 4.66 |
| 153 | MDY | 100 | 2020-07-31 | 2020-08-31 | 328.52 | 339.91 | 3.47 |
| 154 | MDY | 100 | 2020-08-31 | 2020-09-30 | 339.91 | 328.75 | -3.28 |
| 155 | MDY | 100 | 2020-09-30 | 2020-10-30 | 328.75 | 335.97 | 2.20 |
| 156 | MDY | 100 | 2020-10-30 | 2020-11-30 | 335.97 | 384.01 | 14.30 |
| 157 | MDY | 100 | 2020-11-30 | 2020-12-31 | 384.01 | 408.85 | 6.47 |
| 158 | MDY | 100 | 2020-12-31 | 2021-01-29 | 408.85 | 414.73 | 1.44 |
| 159 | MDY | 100 | 2021-01-29 | 2021-02-26 | 414.73 | 442.85 | 6.78 |
| 160 | MDY | 100 | 2021-02-26 | 2021-03-31 | 442.85 | 464.34 | 4.85 |
| 161 | MDY | 100 | 2021-03-31 | 2021-04-30 | 464.34 | 484.36 | 4.31 |
| 162 | MDY | 100 | 2021-04-30 | 2021-05-28 | 484.36 | 485.51 | 0.24 |
| 163 | MDY | 100 | 2021-05-28 | 2021-06-30 | 485.51 | 480.22 | -1.09 |
| 164 | EDV | 100 | 2021-06-30 | 2021-07-30 | 128.67 | 135.06 | 4.97 |
| 165 | EDV | 100 | 2021-07-30 | 2021-08-31 | 135.06 | 134.68 | -0.28 |
| 166 | EDV | 100 | 2021-08-31 | 2021-09-30 | 134.68 | 129.51 | -3.84 |
| 167 | EDV | 100 | 2021-09-30 | 2021-10-29 | 129.51 | 134.07 | 3.52 |
| 168 | MDY | 100 | 2021-10-29 | 2021-11-30 | 499.30 | 484.25 | -3.01 |
| 169 | EDV | 100 | 2021-11-30 | 2021-12-31 | 138.90 | 135.12 | -2.72 |
| 170 | MDY | 100 | 2021-12-31 | 2022-01-31 | 509.19 | 472.17 | -7.27 |
| 171 | EDV | 100 | 2022-01-31 | 2022-02-28 | 128.73 | 125.49 | -2.52 |
| 172 | SHY | 100 | 2022-02-28 | 2022-03-31 | 82.80 | 81.64 | -1.40 |
| 173 | MDY | 100 | 2022-03-31 | 2022-04-29 | 483.54 | 449.41 | -7.06 |
| 174 | MDY | 100 | 2022-04-29 | 2022-05-31 | 449.41 | 452.76 | 0.75 |
| 175 | SHY | 100 | 2022-05-31 | 2022-06-30 | 81.72 | 81.24 | -0.59 |
| 176 | SHY | 100 | 2022-06-30 | 2022-07-29 | 81.24 | 81.57 | 0.41 |
| 177 | SHY | 100 | 2022-07-29 | 2022-08-31 | 81.57 | 80.91 | -0.81 |
| 178 | SHY | 100 | 2022-08-31 | 2022-09-30 | 80.91 | 79.94 | -1.19 |
| 179 | SHY | 100 | 2022-09-30 | 2022-10-31 | 79.94 | 79.84 | -0.13 |
| 180 | SHY | 100 | 2022-10-31 | 2022-11-30 | 79.84 | 80.40 | 0.69 |
| 181 | MDY | 100 | 2022-11-30 | 2022-12-30 | 467.42 | 441.57 | -5.53 |
| 182 | SHY | 100 | 2022-12-30 | 2023-01-31 | 80.49 | 81.12 | 0.78 |
| 183 | SHY | 100 | 2023-01-31 | 2023-02-28 | 81.12 | 80.46 | -0.81 |
| 184 | MDY | 100 | 2023-02-28 | 2023-03-31 | 473.45 | 458.41 | -3.18 |
| 185 | EDV | 100 | 2023-03-31 | 2023-04-28 | 89.87 | 90.01 | 0.16 |
תיאור האסטרטגיה
להשלים
תעודות סל
EDV – Vanguard Extended Duration ETF
MDY – SPDR S&P MidCap 400 ETF
SHY – iShares Barclays 1-3 Year Treasry Bnd Fd
סטטיסטיקת ביצועים
פירוט סטטיסטי של ה- Trades
גרף השוואתי
גרף מפורט
החזקות לאורך זמן
Categories: מתקדם