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BAA 공격형

현재 포지션 · 2026-08-31 기준

거래비용 입력:%· 라이브 구간만 적용
SHY 100%

최근 리밸런싱 회전율 0.0% · 예상 거래비용 -0.000%

1994-01 ~ 현재 · Yahoo Finance | 2026-08~: 실시간 계산

CAGR

+7.3%

MDD

-36.1%

SHARPE

0.49

기간: 2008-09 ~ 2026-08

누적 수익률

2008-09 ~ 2026-08전략 수익률 +258.6%SPY 수익률 +814.0%초과수익 -555.3%p
연도JanFebMarAprMayJunJulAugSepOctNovDec연간
2026+4.6%+5.7%-8.7%+0.1%+10.5%-0.1%-3.2%+0.1%····+7.9%
2025+0.3%-2.8%+0.3%+1.0%-1.2%+0.5%+0.4%+0.9%+3.1%+4.7%-1.6%-0.8%+4.5%
2024-4.0%-2.0%+0.2%-4.1%+0.6%-3.1%+1.1%-1.8%+2.0%-3.2%+0.2%-8.5%-20.8%
2023+0.7%-1.8%+1.5%+0.4%-5.2%-0.6%-0.0%+0.3%-0.1%+0.3%+1.1%+5.5%+1.8%
2022-3.7%-0.5%-1.4%-0.5%+0.6%-0.6%+0.4%-4.5%-1.3%-0.1%+0.7%-1.8%-12.2%
2021+4.8%-0.2%-0.1%+0.1%+0.5%+2.2%+2.8%-0.4%-5.8%-0.4%-0.2%-0.6%+2.4%
2020-6.0%+1.0%+3.6%+0.3%+2.4%-0.1%+7.2%+10.9%-5.8%-3.0%-0.1%+8.5%+19.0%
2019+0.7%-1.2%-2.2%+5.4%-8.2%+1.1%+2.2%+3.8%-0.8%+0.4%+1.2%+3.8%+5.7%
2018+7.9%-0.2%+0.2%-0.2%+0.4%+0.1%-0.2%+5.7%-1.3%-2.1%+0.3%+2.7%+13.5%
2017+0.1%+0.0%+1.9%+0.1%+3.8%-0.6%+5.4%+2.3%+0.0%+0.6%+2.0%-0.5%+16.1%
2016+0.6%+1.4%-0.1%+0.6%+2.1%+3.0%+1.3%+1.0%+2.6%-1.0%-0.6%+0.1%+11.4%
2015+4.3%-2.5%+0.1%-0.7%-3.7%-0.1%+0.0%-0.0%+1.6%-0.6%-0.3%-1.1%-3.2%
2014+1.9%+1.1%-0.7%+0.6%+0.7%+3.0%+1.2%+5.0%-0.8%+0.2%+1.2%+0.1%+14.2%
2013-1.4%-0.0%+5.7%+1.4%-7.5%-0.2%+0.2%-0.1%+0.2%-0.2%+3.5%+0.1%+1.2%
2012+2.0%+6.3%+5.1%-1.2%+2.8%-0.4%+0.9%-0.2%+1.1%-2.3%+2.4%+4.3%+22.5%
2011+0.0%+3.1%+2.4%+2.6%-2.9%-2.1%+2.6%+4.6%+2.2%-1.3%-2.8%+1.9%+10.4%
2010+1.1%+0.5%+8.1%+5.7%-7.5%+2.9%+0.9%-4.7%-0.1%+6.2%-0.2%+7.9%+21.6%
2009-1.9%-5.2%+3.2%-2.7%+3.1%-2.5%+8.3%+5.4%+4.8%-2.6%+4.5%+5.1%+20.3%
2008········-0.2%+1.0%+1.1%+5.1%+7.1%

라이브 구간 포지션 내역

2026-08
SHY 100%
진행중
2026-07
SHY 100%
+0.1%
2026-06
IWM 100%
-3.2%
2026-05
QQQ 100%
-0.1%
2026-04
QQQ 100%
+10.5%
2026-03
SHY 100%
+0.1%
2026-02
EWJ 100%
-8.7%
2026-01
IEMG 100%
+5.7%
2025-12
VGK 100%
+4.6%
2025-11
IWM 100%
-0.8%
2025-10
QQQ 100%
-1.6%
2025-09
QQQ 100%
+4.7%