monthly rebalance · Benchmark: SPY · 2012-10-01 to 2026-08-17
Growth of $100,000 — logarithmic scale
Decline from the prior peak, on daily equity
| Metric | Easy NAS | SPY |
|---|---|---|
| Start Balance | $100,000 | $100,000 |
| End Balance | $1,854,436 | $693,205 |
| Annualized Return (CAGR) | 23.51% | 15.03% |
| Standard Deviation | 14.16% | 14.11% |
| Best Year | 40.54% | 32.31% |
| Worst Year | -4.49% | -18.18% |
| Maximum Drawdown (Daily) | -19.42% (2022-07-06) | -33.72% (2020-03-23) |
| Maximum Drawdown (Monthly) | -14.61% (2022-12-31) | -23.93% (2022-09-30) |
| Sharpe Ratio | 1.41 | 0.92 |
| Sortino Ratio | 2.83 | 1.32 |
| Benchmark Correlation | 0.29 | 1.00 |
Sharpe and Sortino use returns in excess of the 3-month T-bill (FRED DGS3MO), averaging 1.81% a year over this window; Sortino's downside deviation is measured below that same rate.
| Year | Strategy Return | Balance | SPY Return | Balance |
|---|---|---|---|---|
| 2026 | 12.26% | $1,655,745 | 10.13% | $658,014 |
| 2025 | 36.14% | $1,474,941 | 17.72% | $597,488 |
| 2024 | 39.16% | $1,083,437 | 24.89% | $507,554 |
| 2023 | 19.90% | $778,558 | 26.18% | $406,412 |
| 2022 | 18.35% | $649,353 | -18.18% | $322,100 |
| 2021 | 27.42% | $548,679 | 28.73% | $393,647 |
| 2020 | 40.54% | $430,607 | 18.33% | $305,795 |
| 2019 | 16.97% | $306,403 | 31.22% | $258,422 |
| 2018 | 5.81% | $261,940 | -4.57% | $196,933 |
| 2017 | 32.88% | $247,563 | 21.71% | $206,361 |
| 2016 | 16.03% | $186,300 | 12.00% | $169,558 |
| 2015 | -2.26% | $160,564 | 1.23% | $151,394 |
| 2014 | 25.88% | $164,272 | 13.46% | $149,548 |
| 2013 | 36.63% | $130,502 | 32.31% | $131,802 |
| 2012 | -4.49% | $95,512 | -0.38% | $99,618 |
| Year | Month | Strategy | Balance | SPY | Balance | Holdings |
|---|---|---|---|---|---|---|
| 2026 | 2026-08 | 6.09% | $1,756,535 | 3.43% | $680,590 | QQQ 100% |
| 2026 | 2026-07 | -6.57% | $1,655,745 | 0.03% | $658,014 | QQQ 100% |
| 2026 | 2026-06 | -0.15% | $1,772,251 | -1.03% | $657,785 | QQQ 100% |
| 2026 | 2026-05 | 10.57% | $1,774,897 | 5.26% | $664,626 | QQQ 100% |
| 2026 | 2026-04 | 15.69% | $1,605,246 | 10.51% | $631,398 | QQQ 100% |
| 2026 | 2026-03 | -4.84% | $1,387,540 | -4.94% | $571,374 | QQQ 100% |
| 2026 | 2026-02 | -2.34% | $1,458,086 | -0.86% | $601,054 | QQQ 100% |
| 2026 | 2026-01 | 1.23% | $1,493,092 | 1.47% | $606,293 | QQQ 100% |
| 2025 | 2025-12 | -0.67% | $1,474,941 | 0.08% | $597,488 | QQQ 100% |
| 2025 | 2025-11 | -1.56% | $1,484,889 | 0.20% | $597,011 | QQQ 100% |
| 2025 | 2025-10 | 4.78% | $1,508,436 | 2.38% | $595,849 | QQQ 100% |
| 2025 | 2025-09 | 5.38% | $1,439,617 | 3.56% | $581,977 | QQQ 100% |
| 2025 | 2025-08 | 0.95% | $1,366,168 | 2.05% | $561,959 | QQQ 100% |
| 2025 | 2025-07 | 2.42% | $1,353,259 | 2.30% | $550,660 | QQQ 100% |
| 2025 | 2025-06 | 6.39% | $1,321,236 | 5.14% | $538,263 | QQQ 100% |
| 2025 | 2025-05 | -0.06% | $1,241,929 | 6.28% | $511,956 | GLD 100% |
| 2025 | 2025-04 | 5.42% | $1,242,624 | -0.87% | $481,684 | GLD 100% |
| 2025 | 2025-03 | 9.45% | $1,178,687 | -5.57% | $485,897 | GLD 100% |
| 2025 | 2025-02 | -2.70% | $1,076,952 | -1.27% | $514,568 | QQQ 100% |
| 2025 | 2025-01 | 2.16% | $1,106,876 | 2.69% | $521,185 | QQQ 100% |
| 2024 | 2024-12 | 0.45% | $1,083,437 | -2.41% | $507,554 | QQQ 100% |
| 2024 | 2024-11 | 5.35% | $1,078,540 | 5.96% | $520,067 | QQQ 100% |
| 2024 | 2024-10 | -0.86% | $1,023,760 | -0.89% | $490,799 | QQQ 100% |
| 2024 | 2024-09 | 5.09% | $1,032,689 | 2.10% | $495,218 | GLD 100% |
| 2024 | 2024-08 | 2.09% | $982,682 | 2.34% | $485,030 | GLD 100% |
| 2024 | 2024-07 | 5.37% | $962,543 | 1.21% | $473,956 | GLD 100% |
| 2024 | 2024-06 | 6.47% | $913,513 | 3.53% | $468,285 | QQQ 100% |
| 2024 | 2024-05 | 6.15% | $857,999 | 5.06% | $452,327 | QQQ 100% |
| 2024 | 2024-04 | -4.37% | $808,276 | -4.03% | $430,550 | QQQ 100% |
| 2024 | 2024-03 | 1.27% | $845,245 | 3.27% | $448,639 | QQQ 100% |
| 2024 | 2024-02 | 5.28% | $834,604 | 5.22% | $434,432 | QQQ 100% |
| 2024 | 2024-01 | 1.82% | $792,722 | 1.59% | $412,885 | QQQ 100% |
| 2023 | 2023-12 | 5.59% | $778,558 | 4.57% | $406,412 | QQQ 100% |
| 2023 | 2023-11 | 2.53% | $737,362 | 9.13% | $388,667 | GLD 100% |
| 2023 | 2023-10 | -2.07% | $719,157 | -2.17% | $356,137 | QQQ 100% |
| 2023 | 2023-09 | -5.08% | $734,325 | -4.74% | $364,039 | QQQ 100% |
| 2023 | 2023-08 | -1.48% | $773,624 | -1.63% | $382,167 | QQQ 100% |
| 2023 | 2023-07 | 3.86% | $785,269 | 3.27% | $388,481 | QQQ 100% |
| 2023 | 2023-06 | 6.30% | $756,084 | 6.48% | $376,168 | QQQ 100% |
| 2023 | 2023-05 | -1.34% | $711,248 | 0.46% | $353,275 | GLD 100% |
| 2023 | 2023-04 | 0.86% | $720,923 | 1.60% | $351,652 | GLD 100% |
| 2023 | 2023-03 | 9.49% | $714,759 | 3.71% | $346,123 | QQQ 100% |
| 2023 | 2023-02 | -0.36% | $652,791 | -2.51% | $333,748 | QQQ 100% |
| 2023 | 2023-01 | 0.89% | $655,148 | 6.29% | $342,356 | DBC 100% |
| 2022 | 2022-12 | -2.71% | $649,353 | -5.76% | $322,100 | DBC 100% |
| 2022 | 2022-11 | -4.73% | $667,451 | 5.56% | $341,797 | UUP 100% |
| 2022 | 2022-10 | -0.40% | $700,579 | 8.13% | $323,797 | UUP 100% |
| 2022 | 2022-09 | 3.57% | $703,378 | -9.24% | $299,458 | UUP 100% |
| 2022 | 2022-08 | -1.49% | $679,116 | -4.08% | $329,962 | DBC 100% |
| 2022 | 2022-07 | -1.99% | $689,413 | 9.21% | $343,997 | DBC 100% |
| 2022 | 2022-06 | -7.50% | $703,407 | -8.25% | $314,991 | DBC 100% |
| 2022 | 2022-05 | 4.61% | $760,440 | 0.23% | $343,299 | DBC 100% |
| 2022 | 2022-04 | 5.64% | $726,907 | -8.78% | $342,526 | DBC 100% |
| 2022 | 2022-03 | 9.17% | $688,093 | 3.76% | $375,482 | DBC 100% |
| 2022 | 2022-02 | 6.47% | $630,268 | -2.95% | $361,879 | DBC 100% |
| 2022 | 2022-01 | 7.89% | $591,982 | -5.27% | $372,885 | DBC 100% |
| 2021 | 2021-12 | 1.15% | $548,679 | 4.62% | $393,647 | QQQ 100% |
| 2021 | 2021-11 | 2.00% | $542,428 | -0.80% | $376,246 | QQQ 100% |
| 2021 | 2021-10 | 7.86% | $531,809 | 7.02% | $379,294 | QQQ 100% |
| 2021 | 2021-09 | -5.68% | $493,036 | -4.66% | $354,426 | QQQ 100% |
| 2021 | 2021-08 | 4.22% | $522,745 | 2.98% | $371,752 | QQQ 100% |
| 2021 | 2021-07 | 2.86% | $501,585 | 2.44% | $361,008 | QQQ 100% |
| 2021 | 2021-06 | 6.26% | $487,634 | 2.24% | $352,405 | QQQ 100% |
| 2021 | 2021-05 | -1.20% | $458,897 | 0.66% | $344,675 | QQQ 100% |
| 2021 | 2021-04 | 5.91% | $464,476 | 5.29% | $342,426 | QQQ 100% |
| 2021 | 2021-03 | 1.72% | $438,558 | 4.54% | $325,219 | QQQ 100% |
| 2021 | 2021-02 | -0.13% | $431,157 | 2.78% | $311,095 | QQQ 100% |
| 2021 | 2021-01 | 0.26% | $431,733 | -1.02% | $302,679 | QQQ 100% |
| 2020 | 2020-12 | 4.90% | $430,607 | 3.70% | $305,795 | QQQ 100% |
| 2020 | 2020-11 | 11.23% | $410,484 | 10.88% | $294,871 | QQQ 100% |
| 2020 | 2020-10 | -3.04% | $369,054 | -2.49% | $265,942 | QQQ 100% |
| 2020 | 2020-09 | -5.78% | $380,645 | -3.74% | $272,743 | QQQ 100% |
| 2020 | 2020-08 | -0.32% | $403,990 | 6.98% | $283,353 | GLD 100% |
| 2020 | 2020-07 | 10.79% | $405,301 | 5.89% | $264,866 | GLD 100% |
| 2020 | 2020-06 | 2.74% | $365,827 | 1.77% | $250,135 | GLD 100% |
| 2020 | 2020-05 | -1.76% | $356,079 | 4.76% | $245,776 | TLT 100% |
| 2020 | 2020-04 | 1.22% | $362,465 | 12.70% | $234,599 | TLT 100% |
| 2020 | 2020-03 | 6.38% | $358,100 | -12.49% | $208,165 | TLT 100% |
| 2020 | 2020-02 | 6.63% | $336,634 | -7.92% | $237,868 | TLT 100% |
| 2020 | 2020-01 | 3.04% | $315,713 | -0.04% | $258,318 | QQQ 100% |
| 2019 | 2019-12 | 3.89% | $306,403 | 2.91% | $258,422 | QQQ 100% |
| 2019 | 2019-11 | -3.21% | $294,941 | 3.62% | $251,126 | GLD 100% |
| 2019 | 2019-10 | -1.11% | $304,718 | 2.21% | $242,353 | TLT 100% |
| 2019 | 2019-09 | -2.68% | $308,148 | 1.95% | $237,112 | TLT 100% |
| 2019 | 2019-08 | 11.05% | $316,634 | -1.67% | $232,586 | TLT 100% |
| 2019 | 2019-07 | 2.33% | $285,129 | 1.51% | $236,547 | QQQ 100% |
| 2019 | 2019-06 | 0.95% | $278,624 | 6.96% | $233,024 | TLT 100% |
| 2019 | 2019-05 | 6.84% | $276,002 | -6.38% | $217,863 | TLT 100% |
| 2019 | 2019-04 | -1.99% | $258,334 | 4.09% | $232,703 | TLT 100% |
| 2019 | 2019-03 | -1.60% | $263,582 | 1.81% | $223,570 | GLD 100% |
| 2019 | 2019-02 | -0.61% | $267,859 | 3.24% | $219,595 | GLD 100% |
| 2019 | 2019-01 | 2.89% | $269,501 | 8.01% | $212,700 | GLD 100% |
| 2018 | 2018-12 | -0.76% | $261,940 | -8.80% | $196,933 | UUP 100% |
| 2018 | 2018-11 | 0.39% | $263,939 | 1.85% | $215,946 | UUP 100% |
| 2018 | 2018-10 | -5.62% | $262,920 | -6.91% | $212,014 | DBC 100% |
| 2018 | 2018-09 | 3.39% | $278,578 | 0.59% | $227,752 | DBC 100% |
| 2018 | 2018-08 | 0.84% | $269,431 | 3.19% | $226,406 | UUP 100% |
| 2018 | 2018-07 | -2.43% | $267,185 | 3.70% | $219,403 | DBC 100% |
| 2018 | 2018-06 | 1.15% | $273,846 | 0.58% | $211,565 | QQQ 100% |
| 2018 | 2018-05 | 5.67% | $270,745 | 2.43% | $210,355 | QQQ 100% |
| 2018 | 2018-04 | 0.51% | $256,211 | 0.52% | $205,363 | QQQ 100% |
| 2018 | 2018-03 | -4.08% | $254,921 | -2.74% | $204,307 | QQQ 100% |
| 2018 | 2018-02 | -1.29% | $265,761 | -3.64% | $210,065 | QQQ 100% |
| 2018 | 2018-01 | 8.76% | $269,242 | 5.64% | $217,991 | QQQ 100% |
| 2017 | 2017-12 | 0.60% | $247,563 | 1.21% | $206,361 | QQQ 100% |
| 2017 | 2017-11 | 1.97% | $246,079 | 3.06% | $203,888 | QQQ 100% |
| 2017 | 2017-10 | 4.61% | $241,320 | 2.36% | $197,841 | QQQ 100% |
| 2017 | 2017-09 | -0.30% | $230,694 | 2.01% | $193,287 | QQQ 100% |
| 2017 | 2017-08 | 2.07% | $231,377 | 0.29% | $189,469 | QQQ 100% |
| 2017 | 2017-07 | 4.06% | $226,676 | 2.06% | $188,918 | QQQ 100% |
| 2017 | 2017-06 | -2.16% | $217,830 | 0.64% | $185,113 | GLD 100% |
| 2017 | 2017-05 | 3.90% | $222,629 | 1.41% | $183,940 | QQQ 100% |
| 2017 | 2017-04 | 2.73% | $214,277 | 0.99% | $181,380 | QQQ 100% |
| 2017 | 2017-03 | 2.03% | $208,589 | 0.13% | $179,598 | QQQ 100% |
| 2017 | 2017-02 | 4.38% | $204,445 | 3.93% | $179,373 | QQQ 100% |
| 2017 | 2017-01 | 5.14% | $195,876 | 1.79% | $172,592 | QQQ 100% |
| 2016 | 2016-12 | 1.13% | $186,300 | 2.03% | $169,558 | QQQ 100% |
| 2016 | 2016-11 | 3.27% | $184,214 | 3.68% | $166,189 | UUP 100% |
| 2016 | 2016-10 | -1.46% | $178,389 | -1.73% | $160,284 | QQQ 100% |
| 2016 | 2016-09 | 2.21% | $181,027 | 0.01% | $163,112 | QQQ 100% |
| 2016 | 2016-08 | 1.05% | $177,107 | 0.12% | $163,103 | QQQ 100% |
| 2016 | 2016-07 | 1.98% | $175,266 | 3.65% | $162,908 | GLD 100% |
| 2016 | 2016-06 | 6.93% | $171,856 | 0.35% | $157,175 | TLT 100% |
| 2016 | 2016-05 | -6.14% | $160,712 | 1.70% | $156,631 | GLD 100% |
| 2016 | 2016-04 | 5.11% | $171,222 | 0.39% | $154,011 | GLD 100% |
| 2016 | 2016-03 | -0.84% | $162,900 | 6.73% | $153,406 | GLD 100% |
| 2016 | 2016-02 | 1.49% | $164,284 | -0.08% | $143,738 | IEF 100% |
| 2016 | 2016-01 | 0.82% | $161,879 | -4.98% | $143,856 | UUP 100% |
| 2015 | 2015-12 | -1.59% | $160,564 | -1.73% | $151,394 | QQQ 100% |
| 2015 | 2015-11 | 0.61% | $163,166 | 0.37% | $154,056 | QQQ 100% |
| 2015 | 2015-10 | -0.41% | $162,179 | 8.51% | $153,495 | TLT 100% |
| 2015 | 2015-09 | 0.16% | $162,845 | -2.55% | $141,462 | UUP 100% |
| 2015 | 2015-08 | -6.82% | $162,585 | -6.09% | $145,167 | QQQ 100% |
| 2015 | 2015-07 | 4.56% | $174,493 | 2.26% | $154,589 | QQQ 100% |
| 2015 | 2015-06 | -2.48% | $166,887 | -2.03% | $151,174 | QQQ 100% |
| 2015 | 2015-05 | 2.25% | $171,138 | 1.29% | $154,308 | QQQ 100% |
| 2015 | 2015-04 | -3.82% | $167,375 | 0.98% | $152,350 | UUP 100% |
| 2015 | 2015-03 | 2.78% | $174,027 | -1.57% | $150,866 | UUP 100% |
| 2015 | 2015-02 | -6.14% | $169,323 | 5.62% | $153,273 | TLT 100% |
| 2015 | 2015-01 | 9.82% | $180,397 | -2.96% | $145,117 | TLT 100% |
| 2014 | 2014-12 | 3.25% | $164,272 | -0.25% | $149,548 | TLT 100% |
| 2014 | 2014-11 | 4.55% | $159,099 | 2.75% | $149,928 | QQQ 100% |
| 2014 | 2014-10 | 2.64% | $152,181 | 2.36% | $145,920 | QQQ 100% |
| 2014 | 2014-09 | -0.76% | $148,264 | -1.38% | $142,562 | QQQ 100% |
| 2014 | 2014-08 | 5.01% | $149,394 | 3.95% | $144,556 | QQQ 100% |
| 2014 | 2014-07 | 1.18% | $142,267 | -1.34% | $139,068 | QQQ 100% |
| 2014 | 2014-06 | 3.12% | $140,605 | 2.06% | $140,962 | QQQ 100% |
| 2014 | 2014-05 | 4.49% | $136,346 | 2.32% | $138,111 | QQQ 100% |
| 2014 | 2014-04 | -0.32% | $130,493 | 0.70% | $134,979 | QQQ 100% |
| 2014 | 2014-03 | -2.73% | $130,911 | 0.83% | $134,047 | QQQ 100% |
| 2014 | 2014-02 | 5.15% | $134,590 | 4.55% | $132,944 | QQQ 100% |
| 2014 | 2014-01 | -1.92% | $127,995 | -3.52% | $127,157 | QQQ 100% |
| 2013 | 2013-12 | 2.93% | $130,502 | 2.59% | $131,802 | QQQ 100% |
| 2013 | 2013-11 | 3.55% | $126,791 | 2.96% | $128,472 | QQQ 100% |
| 2013 | 2013-10 | 4.96% | $122,443 | 4.63% | $124,774 | QQQ 100% |
| 2013 | 2013-09 | 4.83% | $116,660 | 3.16% | $119,251 | QQQ 100% |
| 2013 | 2013-08 | -0.40% | $111,283 | -3.00% | $115,593 | QQQ 100% |
| 2013 | 2013-07 | 6.31% | $111,725 | 5.17% | $119,167 | QQQ 100% |
| 2013 | 2013-06 | -2.40% | $105,090 | -1.33% | $113,312 | QQQ 100% |
| 2013 | 2013-05 | 3.58% | $107,669 | 2.36% | $114,844 | QQQ 100% |
| 2013 | 2013-04 | 2.54% | $103,950 | 1.92% | $112,195 | QQQ 100% |
| 2013 | 2013-03 | 3.02% | $101,378 | 3.80% | $110,081 | QQQ 100% |
| 2013 | 2013-02 | 0.34% | $98,401 | 1.28% | $106,054 | QQQ 100% |
| 2013 | 2013-01 | 2.67% | $98,064 | 5.12% | $104,717 | QQQ 100% |
| 2012 | 2012-12 | -0.47% | $95,512 | 0.89% | $99,618 | QQQ 100% |
| 2012 | 2012-11 | 1.31% | $95,960 | 0.57% | $98,736 | QQQ 100% |
| 2012 | 2012-10 | -5.28% | $94,721 | -1.82% | $98,180 | QQQ 100% |
| Signal Date | Earn Date | Allocation | Period Return |
|---|---|---|---|
| 2026-07-31 | 2026-08-31 | QQQ 100% | 6.09% |
| 2026-06-30 | 2026-07-31 | QQQ 100% | -6.57% |
| 2026-05-31 | 2026-06-30 | QQQ 100% | -0.15% |
| 2026-04-30 | 2026-05-31 | QQQ 100% | 10.57% |
| 2026-03-31 | 2026-04-30 | QQQ 100% | 15.69% |
| 2026-02-28 | 2026-03-31 | QQQ 100% | -4.84% |
| 2026-01-31 | 2026-02-28 | QQQ 100% | -2.34% |
| 2025-12-31 | 2026-01-31 | QQQ 100% | 1.23% |
| 2025-11-30 | 2025-12-31 | QQQ 100% | -0.67% |
| 2025-10-31 | 2025-11-30 | QQQ 100% | -1.56% |
| 2025-09-30 | 2025-10-31 | QQQ 100% | 4.78% |
| 2025-08-31 | 2025-09-30 | QQQ 100% | 5.38% |
| 2025-07-31 | 2025-08-31 | QQQ 100% | 0.95% |
| 2025-06-30 | 2025-07-31 | QQQ 100% | 2.42% |
| 2025-05-31 | 2025-06-30 | QQQ 100% | 6.39% |
| 2025-04-30 | 2025-05-31 | GLD 100% | -0.06% |
| 2025-03-31 | 2025-04-30 | GLD 100% | 5.42% |
| 2025-02-28 | 2025-03-31 | GLD 100% | 9.45% |
| 2025-01-31 | 2025-02-28 | QQQ 100% | -2.70% |
| 2024-12-31 | 2025-01-31 | QQQ 100% | 2.16% |
| 2024-11-30 | 2024-12-31 | QQQ 100% | 0.45% |
| 2024-10-31 | 2024-11-30 | QQQ 100% | 5.35% |
| 2024-09-30 | 2024-10-31 | QQQ 100% | -0.86% |
| 2024-08-31 | 2024-09-30 | GLD 100% | 5.09% |
| 2024-07-31 | 2024-08-31 | GLD 100% | 2.09% |
| 2024-06-30 | 2024-07-31 | GLD 100% | 5.37% |
| 2024-05-31 | 2024-06-30 | QQQ 100% | 6.47% |
| 2024-04-30 | 2024-05-31 | QQQ 100% | 6.15% |
| 2024-03-31 | 2024-04-30 | QQQ 100% | -4.37% |
| 2024-02-29 | 2024-03-31 | QQQ 100% | 1.27% |
| 2024-01-31 | 2024-02-29 | QQQ 100% | 5.28% |
| 2023-12-31 | 2024-01-31 | QQQ 100% | 1.82% |
| 2023-11-30 | 2023-12-31 | QQQ 100% | 5.59% |
| 2023-10-31 | 2023-11-30 | GLD 100% | 2.53% |
| 2023-09-30 | 2023-10-31 | QQQ 100% | -2.07% |
| 2023-08-31 | 2023-09-30 | QQQ 100% | -5.08% |
| 2023-07-31 | 2023-08-31 | QQQ 100% | -1.48% |
| 2023-06-30 | 2023-07-31 | QQQ 100% | 3.86% |
| 2023-05-31 | 2023-06-30 | QQQ 100% | 6.30% |
| 2023-04-30 | 2023-05-31 | GLD 100% | -1.34% |
| 2023-03-31 | 2023-04-30 | GLD 100% | 0.86% |
| 2023-02-28 | 2023-03-31 | QQQ 100% | 9.49% |
| 2023-01-31 | 2023-02-28 | QQQ 100% | -0.36% |
| 2022-12-31 | 2023-01-31 | DBC 100% | 0.89% |
| 2022-11-30 | 2022-12-31 | DBC 100% | -2.71% |
| 2022-10-31 | 2022-11-30 | UUP 100% | -4.73% |
| 2022-09-30 | 2022-10-31 | UUP 100% | -0.40% |
| 2022-08-31 | 2022-09-30 | UUP 100% | 3.57% |
| 2022-07-31 | 2022-08-31 | DBC 100% | -1.49% |
| 2022-06-30 | 2022-07-31 | DBC 100% | -1.99% |
| 2022-05-31 | 2022-06-30 | DBC 100% | -7.50% |
| 2022-04-30 | 2022-05-31 | DBC 100% | 4.61% |
| 2022-03-31 | 2022-04-30 | DBC 100% | 5.64% |
| 2022-02-28 | 2022-03-31 | DBC 100% | 9.17% |
| 2022-01-31 | 2022-02-28 | DBC 100% | 6.47% |
| 2021-12-31 | 2022-01-31 | DBC 100% | 7.89% |
| 2021-11-30 | 2021-12-31 | QQQ 100% | 1.15% |
| 2021-10-31 | 2021-11-30 | QQQ 100% | 2.00% |
| 2021-09-30 | 2021-10-31 | QQQ 100% | 7.86% |
| 2021-08-31 | 2021-09-30 | QQQ 100% | -5.68% |
| 2021-07-31 | 2021-08-31 | QQQ 100% | 4.22% |
| 2021-06-30 | 2021-07-31 | QQQ 100% | 2.86% |
| 2021-05-31 | 2021-06-30 | QQQ 100% | 6.26% |
| 2021-04-30 | 2021-05-31 | QQQ 100% | -1.20% |
| 2021-03-31 | 2021-04-30 | QQQ 100% | 5.91% |
| 2021-02-28 | 2021-03-31 | QQQ 100% | 1.72% |
| 2021-01-31 | 2021-02-28 | QQQ 100% | -0.13% |
| 2020-12-31 | 2021-01-31 | QQQ 100% | 0.26% |
| 2020-11-30 | 2020-12-31 | QQQ 100% | 4.90% |
| 2020-10-31 | 2020-11-30 | QQQ 100% | 11.23% |
| 2020-09-30 | 2020-10-31 | QQQ 100% | -3.04% |
| 2020-08-31 | 2020-09-30 | QQQ 100% | -5.78% |
| 2020-07-31 | 2020-08-31 | GLD 100% | -0.32% |
| 2020-06-30 | 2020-07-31 | GLD 100% | 10.79% |
| 2020-05-31 | 2020-06-30 | GLD 100% | 2.74% |
| 2020-04-30 | 2020-05-31 | TLT 100% | -1.76% |
| 2020-03-31 | 2020-04-30 | TLT 100% | 1.22% |
| 2020-02-29 | 2020-03-31 | TLT 100% | 6.38% |
| 2020-01-31 | 2020-02-29 | TLT 100% | 6.63% |
| 2019-12-31 | 2020-01-31 | QQQ 100% | 3.04% |
| 2019-11-30 | 2019-12-31 | QQQ 100% | 3.89% |
| 2019-10-31 | 2019-11-30 | GLD 100% | -3.21% |
| 2019-09-30 | 2019-10-31 | TLT 100% | -1.11% |
| 2019-08-31 | 2019-09-30 | TLT 100% | -2.68% |
| 2019-07-31 | 2019-08-31 | TLT 100% | 11.05% |
| 2019-06-30 | 2019-07-31 | QQQ 100% | 2.33% |
| 2019-05-31 | 2019-06-30 | TLT 100% | 0.95% |
| 2019-04-30 | 2019-05-31 | TLT 100% | 6.84% |
| 2019-03-31 | 2019-04-30 | TLT 100% | -1.99% |
| 2019-02-28 | 2019-03-31 | GLD 100% | -1.60% |
| 2019-01-31 | 2019-02-28 | GLD 100% | -0.61% |
| 2018-12-31 | 2019-01-31 | GLD 100% | 2.89% |
| 2018-11-30 | 2018-12-31 | UUP 100% | -0.76% |
| 2018-10-31 | 2018-11-30 | UUP 100% | 0.39% |
| 2018-09-30 | 2018-10-31 | DBC 100% | -5.62% |
| 2018-08-31 | 2018-09-30 | DBC 100% | 3.39% |
| 2018-07-31 | 2018-08-31 | UUP 100% | 0.84% |
| 2018-06-30 | 2018-07-31 | DBC 100% | -2.43% |
| 2018-05-31 | 2018-06-30 | QQQ 100% | 1.15% |
| 2018-04-30 | 2018-05-31 | QQQ 100% | 5.67% |
| 2018-03-31 | 2018-04-30 | QQQ 100% | 0.51% |
| 2018-02-28 | 2018-03-31 | QQQ 100% | -4.08% |
| 2018-01-31 | 2018-02-28 | QQQ 100% | -1.29% |
| 2017-12-31 | 2018-01-31 | QQQ 100% | 8.76% |
| 2017-11-30 | 2017-12-31 | QQQ 100% | 0.60% |
| 2017-10-31 | 2017-11-30 | QQQ 100% | 1.97% |
| 2017-09-30 | 2017-10-31 | QQQ 100% | 4.61% |
| 2017-08-31 | 2017-09-30 | QQQ 100% | -0.30% |
| 2017-07-31 | 2017-08-31 | QQQ 100% | 2.07% |
| 2017-06-30 | 2017-07-31 | QQQ 100% | 4.06% |
| 2017-05-31 | 2017-06-30 | GLD 100% | -2.16% |
| 2017-04-30 | 2017-05-31 | QQQ 100% | 3.90% |
| 2017-03-31 | 2017-04-30 | QQQ 100% | 2.73% |
| 2017-02-28 | 2017-03-31 | QQQ 100% | 2.03% |
| 2017-01-31 | 2017-02-28 | QQQ 100% | 4.38% |
| 2016-12-31 | 2017-01-31 | QQQ 100% | 5.14% |
| 2016-11-30 | 2016-12-31 | QQQ 100% | 1.13% |
| 2016-10-31 | 2016-11-30 | UUP 100% | 3.27% |
| 2016-09-30 | 2016-10-31 | QQQ 100% | -1.46% |
| 2016-08-31 | 2016-09-30 | QQQ 100% | 2.21% |
| 2016-07-31 | 2016-08-31 | QQQ 100% | 1.05% |
| 2016-06-30 | 2016-07-31 | GLD 100% | 1.98% |
| 2016-05-31 | 2016-06-30 | TLT 100% | 6.93% |
| 2016-04-30 | 2016-05-31 | GLD 100% | -6.14% |
| 2016-03-31 | 2016-04-30 | GLD 100% | 5.11% |
| 2016-02-29 | 2016-03-31 | GLD 100% | -0.84% |
| 2016-01-31 | 2016-02-29 | IEF 100% | 1.49% |
| 2015-12-31 | 2016-01-31 | UUP 100% | 0.82% |
| 2015-11-30 | 2015-12-31 | QQQ 100% | -1.59% |
| 2015-10-31 | 2015-11-30 | QQQ 100% | 0.61% |
| 2015-09-30 | 2015-10-31 | TLT 100% | -0.41% |
| 2015-08-31 | 2015-09-30 | UUP 100% | 0.16% |
| 2015-07-31 | 2015-08-31 | QQQ 100% | -6.82% |
| 2015-06-30 | 2015-07-31 | QQQ 100% | 4.56% |
| 2015-05-31 | 2015-06-30 | QQQ 100% | -2.48% |
| 2015-04-30 | 2015-05-31 | QQQ 100% | 2.25% |
| 2015-03-31 | 2015-04-30 | UUP 100% | -3.82% |
| 2015-02-28 | 2015-03-31 | UUP 100% | 2.78% |
| 2015-01-31 | 2015-02-28 | TLT 100% | -6.14% |
| 2014-12-31 | 2015-01-31 | TLT 100% | 9.82% |
| 2014-11-30 | 2014-12-31 | TLT 100% | 3.25% |
| 2014-10-31 | 2014-11-30 | QQQ 100% | 4.55% |
| 2014-09-30 | 2014-10-31 | QQQ 100% | 2.64% |
| 2014-08-31 | 2014-09-30 | QQQ 100% | -0.76% |
| 2014-07-31 | 2014-08-31 | QQQ 100% | 5.01% |
| 2014-06-30 | 2014-07-31 | QQQ 100% | 1.18% |
| 2014-05-31 | 2014-06-30 | QQQ 100% | 3.12% |
| 2014-04-30 | 2014-05-31 | QQQ 100% | 4.49% |
| 2014-03-31 | 2014-04-30 | QQQ 100% | -0.32% |
| 2014-02-28 | 2014-03-31 | QQQ 100% | -2.73% |
| 2014-01-31 | 2014-02-28 | QQQ 100% | 5.15% |
| 2013-12-31 | 2014-01-31 | QQQ 100% | -1.92% |
| 2013-11-30 | 2013-12-31 | QQQ 100% | 2.93% |
| 2013-10-31 | 2013-11-30 | QQQ 100% | 3.55% |
| 2013-09-30 | 2013-10-31 | QQQ 100% | 4.96% |
| 2013-08-31 | 2013-09-30 | QQQ 100% | 4.83% |
| 2013-07-31 | 2013-08-31 | QQQ 100% | -0.40% |
| 2013-06-30 | 2013-07-31 | QQQ 100% | 6.31% |
| 2013-05-31 | 2013-06-30 | QQQ 100% | -2.40% |
| 2013-04-30 | 2013-05-31 | QQQ 100% | 3.58% |
| 2013-03-31 | 2013-04-30 | QQQ 100% | 2.54% |
| 2013-02-28 | 2013-03-31 | QQQ 100% | 3.02% |
| 2013-01-31 | 2013-02-28 | QQQ 100% | 0.34% |
| 2012-12-31 | 2013-01-31 | QQQ 100% | 2.67% |
| 2012-11-30 | 2012-12-31 | QQQ 100% | -0.47% |
| 2012-10-31 | 2012-11-30 | QQQ 100% | 1.31% |
| 2012-09-30 | 2012-10-31 | QQQ 100% | -5.28% |