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wkinvest

현재 포지션 · 2026-08-31 기준

거래비용 입력:%· 라이브 구간만 적용
SPY 20%VEU 20%VNQ 20%DBC 20%PDBC 20%

최근 리밸런싱 회전율 0.0% · 예상 거래비용 -0.000%

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

CAGR

+5.1%

MDD

-20.3%

SHARPE

0.37

기간: 2008-02 ~ 2026-08

누적 수익률

2008-02 ~ 2026-08전략 수익률 +139.7%SPY 수익률 +704.7%초과수익 -565.0%p
연도JanFebMarAprMayJunJulAugSepOctNovDec연간
2026+5.7%+3.1%+2.4%+4.5%-0.4%-3.7%+4.5%+3.1%····+20.5%
2025+1.1%+0.9%-0.7%-2.8%+1.2%+2.0%+1.4%+0.9%+1.9%+0.9%+1.0%+0.1%+8.1%
2024-0.9%+2.3%+1.9%-2.3%+1.7%+0.9%+1.1%+2.2%+1.8%-1.6%+2.1%-2.5%+6.7%
2023+1.9%-2.5%+1.5%+0.9%-0.4%+2.5%+1.9%-2.0%-1.0%-1.0%-0.7%+2.4%+3.5%
2022-0.1%+1.3%+3.6%-0.3%+1.8%-3.0%-0.8%-0.5%-2.7%+0.1%+0.3%-1.4%-1.7%
2021+1.2%+5.8%+2.0%+6.3%+2.5%+2.3%+1.6%+0.7%-0.7%+5.6%-4.9%+5.5%+31.0%
2020-3.9%-4.3%+0.1%-0.0%-0.0%+0.3%+1.2%+2.3%-2.6%-2.2%+4.7%+4.5%-0.4%
2019+0.1%+0.3%+1.4%+1.4%-2.3%+0.4%+0.3%-0.0%+1.4%+1.4%+0.7%+1.6%+7.0%
2018+2.6%-3.0%+0.3%+1.7%+1.1%+0.2%-0.1%+1.5%+1.0%-4.2%+1.0%-3.3%-1.5%
2017+1.0%+1.0%-1.2%-0.4%+0.9%+0.3%+1.3%+0.2%+0.8%+2.1%+1.7%+1.8%+9.7%
2016-1.7%-0.1%+2.1%-0.4%+0.9%+3.1%-0.3%-0.2%+1.6%-1.9%+0.9%+2.5%+6.4%
2015+0.8%+0.4%-0.3%-1.0%-0.0%-1.0%+0.4%-2.8%-0.1%-0.0%-0.1%+0.0%-3.7%
2014-1.9%+3.0%+0.3%+1.5%+0.8%+1.8%-2.4%+1.6%-2.5%+2.4%+0.9%+0.3%+5.9%
2013+3.3%-1.7%+1.4%+2.5%-1.4%-1.4%+1.2%-2.4%+0.6%+1.6%-0.4%+0.8%+3.9%
2012+1.2%+0.6%+0.7%-0.5%-8.8%+1.8%+0.6%+0.5%+0.6%-2.0%+0.4%+1.4%-3.7%
2011+2.7%+3.9%+0.7%+4.6%-2.7%-2.9%+1.3%-4.1%-5.9%-0.1%-0.8%-0.0%-3.8%
2010-6.1%+2.0%+4.4%+3.0%-8.9%-2.1%+1.9%-1.9%+0.9%+4.1%-1.4%+7.8%+2.4%
2009+0.2%-0.0%-0.0%+0.1%+0.0%-0.4%+3.6%+2.5%+3.1%+0.9%+5.3%+2.1%+18.4%
2008·+4.5%-0.2%+2.4%+2.7%+0.4%-3.8%-2.6%-3.9%-6.6%-0.1%+0.0%-7.4%

라이브 구간 포지션 내역

2026-08
SPY 20%VEU 20%VNQ 20%DBC 20%PDBC 20%
진행중
2026-07
SPY 20%VEU 20%VNQ 20%DBC 20%PDBC 20%
+3.1%
2026-06
SPY 20%VEU 20%VNQ 20%DBC 20%PDBC 20%
+4.5%
2026-05
SPY 20%VEU 20%VNQ 20%DBC 20%PDBC 20%
-3.7%
2026-04
SPY 20%VEU 20%VNQ 20%DBC 20%PDBC 20%
-0.4%
2026-03
BIL 40%VEU 20%DBC 20%PDBC 20%
+4.5%
2026-02
SPY 20%VEU 20%VNQ 20%DBC 20%PDBC 20%
+2.4%
2026-01
SPY 20%VEU 20%VNQ 20%DBC 20%PDBC 20%
+3.1%
2025-12
SPY 20%VEU 20%VNQ 20%DBC 20%PDBC 20%
+5.7%
2025-11
SPY 20%VEU 20%VNQ 20%DBC 20%PDBC 20%
+0.1%
2025-10
SPY 20%VEU 20%VNQ 20%DBC 20%PDBC 20%
+1.0%
2025-09
SPY 20%VEU 20%VNQ 20%DBC 20%PDBC 20%
+0.9%