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wkinvest

현재 포지션 · 2026-08-31 기준

거래비용 입력:%· 라이브 구간만 적용
BIL 100%

최근 리밸런싱 회전율 100.0% · 예상 거래비용 -0.100%

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

CAGR

+9.2%

MDD

-14.4%

SHARPE

0.82

기간: 2005-02 ~ 2026-08

누적 수익률

2005-02 ~ 2026-08전략 수익률 +569.7%SPY 수익률 +842.4%초과수익 -272.7%p
연도JanFebMarAprMayJunJulAugSepOctNovDec연간
2026+5.0%+3.4%-1.7%+9.4%+2.7%-1.7%-1.9%+3.6%····+19.8%
2025+0.3%-0.2%-1.4%-1.0%+2.1%+3.9%+0.6%+2.1%+3.7%+2.2%+0.1%+1.0%+14.0%
2024-2.0%+2.9%+3.1%-5.5%+0.4%+0.7%+0.5%+2.2%+1.8%-2.2%+4.7%-5.2%+0.7%
2023+0.3%+0.3%+0.4%+1.1%-1.8%+0.4%+0.4%+0.5%+0.4%+0.4%+0.5%+5.8%+8.9%
2022-2.5%-0.1%+4.7%-0.1%+0.0%+0.1%+0.0%+0.2%+0.2%+0.2%+0.3%+0.4%+3.3%
2021+1.5%+5.1%+1.1%+4.2%+1.4%+2.3%+1.1%+1.4%-2.0%+6.0%-4.0%+5.8%+26.1%
2020-3.0%-5.0%+2.8%+0.2%+1.3%+0.5%+4.5%+3.6%-2.5%-0.6%+9.7%+6.2%+18.1%
2019+0.6%-0.3%+1.6%+1.7%-4.8%+1.0%+0.5%+1.5%+0.7%+0.9%+0.6%+2.5%+6.5%
2018+5.4%-4.5%+0.0%+0.6%+0.0%-1.5%+0.9%+2.7%-0.3%+0.1%+0.2%+0.2%+3.6%
2017+1.2%+1.9%+0.1%+1.7%+1.3%+1.4%-0.1%+0.1%+2.6%-0.0%+1.7%+1.5%+14.1%
2016+3.3%+1.5%-0.1%-0.4%+1.5%+2.6%+0.3%-0.3%+0.5%-3.3%+3.0%+2.1%+11.1%
2015+1.2%+1.4%+0.7%-2.0%-0.0%-1.7%-0.1%-0.0%+1.6%-0.6%-0.4%-0.5%-0.6%
20140.0%+0.3%-0.6%-0.1%0.0%+1.5%-2.5%+2.6%-5.2%+1.4%+1.5%+1.2%-0.1%
2013+4.4%-0.3%+2.9%+2.5%-0.7%-0.1%0.0%0.0%-0.0%-0.0%-0.0%0.0%+8.7%
2012+4.7%+1.2%+2.3%-0.2%-3.6%+1.0%+0.7%+0.5%+0.9%-2.2%+0.4%+1.7%+7.5%
2011+2.2%+4.5%+0.9%+4.0%-1.7%-2.9%+0.2%-2.6%-5.8%-1.4%-1.1%+1.7%-2.5%
2010-5.2%+3.4%+6.0%+4.6%-7.7%-3.8%+4.3%-2.5%+1.1%+4.2%+0.2%+7.3%+10.9%
2009-2.9%-0.8%+3.3%-2.1%-1.6%-0.4%+2.2%+5.4%+4.2%-3.3%+5.1%+4.3%+13.6%
2008+1.7%+3.4%+0.5%+0.3%+1.3%+0.3%-2.1%-0.9%-4.4%-0.9%+7.8%+5.2%+12.2%
2007+0.1%-1.2%-0.0%+1.6%+1.8%+2.7%-2.0%+0.5%+1.5%+2.8%-2.8%+1.4%+6.4%
2006+4.4%+0.7%+2.9%+0.1%+0.2%+0.2%+0.7%+2.0%+1.4%+2.5%+2.6%-0.4%+18.6%
2005·+0.5%-1.4%-1.7%+1.8%+1.2%+2.0%-0.1%-0.3%-1.9%+3.6%-0.1%+3.5%

라이브 구간 포지션 내역

2026-08
BIL 100%
진행중
2026-07
DBC 25%IWM 25%IEFA 25%IEMG 25%
+3.6%
2026-06
IWM 25%IEMG 25%SPY 25%IEFA 25%
-1.9%
2026-05
IEMG 25%DBC 25%IWM 25%SPY 25%
-1.7%
2026-04
DBC 25%IEMG 25%IWM 25%SPY 25%
+2.7%
2026-03
DBC 25%IEMG 25%IWM 25%IEFA 25%
+9.4%
2026-02
IEMG 25%IEFA 25%DBC 25%IWM 25%
-1.7%
2026-01
IEMG 25%IEFA 25%DBC 25%IWM 25%
+3.4%
2025-12
IEMG 25%IEFA 25%SPY 25%IWM 25%
+5.0%
2025-11
IEMG 25%IEFA 25%SPY 25%IWM 25%
+1.0%
2025-10
IEMG 25%SPY 25%IWM 25%IEFA 25%
+0.1%
2025-09
IEMG 25%SPY 25%IWM 25%IEFA 25%
+2.2%