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BAA 중도형

현재 포지션 · 2026-08-31 기준

거래비용 입력:%· 라이브 구간만 적용
BIL 100%

최근 리밸런싱 회전율 0.0% · 예상 거래비용 -0.000%

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

CAGR

+6.6%

MDD

-13.6%

SHARPE

0.60

기간: 2008-09 ~ 2026-08

누적 수익률

2008-09 ~ 2026-08전략 수익률 +216.6%SPY 수익률 +814.0%초과수익 -597.4%p
연도JanFebMarAprMayJunJulAugSepOctNovDec연간
2026+5.6%+4.8%-4.7%+0.2%+3.4%-1.0%-2.4%+0.2%····+5.7%
2025+0.3%-0.6%+0.7%+1.0%-1.2%+0.2%+0.5%+2.8%+4.8%+3.3%+0.5%+1.0%+13.9%
2024-1.5%-2.2%+0.3%-3.5%+0.4%+0.8%+0.4%+2.1%+2.6%-0.9%+0.3%-3.6%-5.1%
2023+0.2%-4.5%+0.3%+1.2%+0.1%+0.4%+0.4%+0.5%+0.4%+0.4%+0.5%+5.4%+5.1%
2022-0.1%-0.0%+0.0%-0.0%+0.0%+0.1%+0.0%-4.0%+0.1%+0.2%+0.3%-1.9%-5.2%
2021+0.9%-0.2%-0.1%-0.1%-0.0%-0.2%+0.2%-0.5%-3.3%-0.1%-0.0%-0.6%-4.0%
2020-3.0%+2.9%+3.7%+0.3%+0.3%+0.0%+6.3%+3.3%-2.7%-0.7%-0.1%+5.8%+17.0%
2019+0.7%+1.6%+0.9%+1.4%-5.9%+1.1%+0.3%+3.9%-1.2%+0.2%+0.2%+3.7%+6.7%
2018+6.0%-0.0%+0.1%+0.1%+0.1%+0.1%+0.0%+2.2%-1.3%+0.1%+0.2%+2.7%+10.6%
2017+0.0%+0.1%+0.5%+0.1%+2.1%+0.0%+2.9%+0.8%-0.2%+2.7%+1.8%+1.4%+13.1%
2016+0.0%+1.4%-0.1%+0.3%-0.7%+3.0%+0.2%-0.8%+1.5%-1.3%-0.1%+0.0%+3.4%
2015+4.3%-2.5%-0.1%-0.7%-0.4%-0.1%+0.0%-0.0%+1.6%-0.6%-0.4%-0.1%+0.9%
2014-0.1%+0.3%-1.1%+1.0%+1.9%+1.4%-1.7%+3.0%-3.9%+0.2%+1.2%+0.1%+2.0%
2013-0.1%+0.1%+2.9%+1.4%-2.5%-0.1%0.0%-0.2%-0.1%+3.3%+1.3%-0.3%+5.7%
2012+0.9%+1.0%+1.3%-1.3%+2.8%-0.4%+1.2%-0.2%-0.3%-1.6%+0.7%+2.4%+6.4%
2011+0.0%+3.9%-1.4%+4.6%-1.9%-2.4%-0.1%+4.6%+2.2%-1.3%-1.4%+1.9%+8.6%
2010-0.1%+0.2%+5.5%+2.0%-5.9%+2.9%+0.9%-4.1%-0.1%+4.6%-0.8%+6.4%+11.5%
2009-3.9%-0.7%+3.3%-2.7%+5.3%-1.6%+7.5%+4.3%+3.9%-3.2%+5.3%+1.1%+19.2%
2008········-0.2%+1.0%+1.1%+5.1%+7.1%

라이브 구간 포지션 내역

2026-08
BIL 100%
진행중
2026-07
BIL 100%
+0.2%
2026-06
IWM 16.7%QQQ 16.7%IEMG 16.7%EWJ 16.7%VNQ 16.7%SPY 16.7%
-2.4%
2026-05
QQQ 16.7%IEMG 16.7%IWM 16.7%SPY 16.7%EWJ 16.7%DBC 16.7%
-1.0%
2026-04
DBC 16.7%QQQ 16.7%IEMG 16.7%IWM 16.7%SPY 16.7%VNQ 16.7%
+3.4%
2026-03
BIL 100%
+0.2%
2026-02
GLD 16.7%EWJ 16.7%IEMG 16.7%VGK 16.7%DBC 16.7%VNQ 16.7%
-4.7%
2026-01
GLD 16.7%IEMG 16.7%DBC 16.7%EWJ 16.7%VGK 16.7%IWM 16.7%
+4.8%
2025-12
GLD 16.7%VGK 16.7%IEMG 16.7%EWJ 16.7%SPY 16.7%QQQ 16.7%
+5.6%
2025-11
GLD 16.7%IWM 16.7%IEMG 16.7%VGK 16.7%QQQ 16.7%SPY 16.7%
+1.0%
2025-10
GLD 16.7%QQQ 16.7%IEMG 16.7%EWJ 16.7%IWM 16.7%SPY 16.7%
+0.5%
2025-09
GLD 16.7%QQQ 16.7%IEMG 16.7%IWM 16.7%SPY 16.7%EWJ 16.7%
+3.3%