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wkinvest

현재 포지션 · 2026-08-31 기준

거래비용 입력:%· 라이브 구간만 적용
GLD 25%IEF 25%VTV 25%QQQ 25%

최근 리밸런싱 회전율 0.0% · 예상 거래비용 -0.000%

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

CAGR

+10.1%

MDD

-18.1%

SHARPE

0.92

기간: 2005-01 ~ 2026-08

누적 수익률

2005-01 ~ 2026-08전략 수익률 +722.9%SPY 수익률 +862.1%초과수익 -139.2%p
연도JanFebMarAprMayJunJulAugSepOctNovDec연간
2026+4.5%+3.2%-5.8%+0.9%+2.8%-2.1%-1.5%+4.1%····+5.9%
2025+3.5%+0.7%-0.1%+0.9%+0.3%+3.0%+0.3%+2.8%+5.0%+2.2%+1.8%+0.4%+22.8%
2024+0.3%+1.7%+4.0%-2.1%+3.1%+1.9%+2.8%+1.9%+2.7%-0.3%+2.2%-2.4%+16.8%
2023+5.7%-3.1%+5.2%+1.0%+0.2%+2.2%+2.2%-1.5%-4.1%+0.2%+3.7%+3.9%+16.3%
2022-3.4%+0.0%+1.3%-6.2%-0.5%-4.8%+4.5%-3.7%-6.5%+3.1%+5.9%-2.7%-12.9%
2021-1.2%-0.9%+1.2%+3.5%+2.5%-0.3%+2.1%+1.5%-3.6%+3.6%-0.2%+2.7%+11.1%
2020+2.1%-3.4%-4.7%+4.6%+1.4%+2.0%+5.7%+3.5%-3.0%-1.7%+4.7%+3.8%+15.4%
2019+4.9%+1.2%+1.4%+1.9%-2.4%+6.0%+0.8%+1.7%-0.1%+2.3%+0.9%+2.3%+22.7%
2018+3.6%-2.2%-1.2%-0.3%+1.5%-0.5%+1.2%+1.6%-0.4%-2.9%+1.2%-2.5%-1.1%
2017+2.8%+3.0%+0.2%+1.4%+1.2%-0.8%+2.1%+1.8%-0.5%+1.4%+1.4%+1.1%+16.0%
2016-0.7%+2.7%+3.2%+0.8%-0.2%+2.7%+3.0%-0.6%+0.7%-1.7%-1.5%+0.5%+8.9%
2015+1.7%+1.0%-1.2%+0.6%+0.9%-2.0%+0.1%-2.2%-1.2%+5.2%-1.5%-0.9%+0.2%
2014+0.2%+3.9%-0.9%+0.4%+1.2%+2.8%-1.0%+2.7%-2.3%+0.7%+2.0%-0.1%+9.8%
2013+1.8%-0.6%+2.1%-0.3%-0.8%-4.3%+4.7%-0.1%+1.0%+2.5%+0.1%-0.2%+5.9%
2012+6.0%+1.6%+1.2%+0.1%-4.1%+2.6%+1.1%+2.9%+2.0%-2.3%+0.3%-0.4%+11.1%
2011-0.2%+3.2%+0.2%+4.2%-0.5%-1.8%+2.4%+1.5%-5.0%+6.3%-0.3%-1.7%+8.3%
2010-2.0%+2.7%+3.1%+2.9%-2.3%-1.4%+2.4%-0.1%+6.4%+3.2%+0.1%+2.9%+19.1%
2009-2.5%-3.2%+2.4%+1.2%+3.8%-1.7%+4.9%+1.9%+4.0%-0.5%+6.8%-1.3%+16.2%
2008+2.8%+0.9%-1.2%-0.8%-0.4%-0.9%-0.1%-1.4%-0.5%-8.0%+3.7%+3.7%-2.9%
2007+1.3%+0.3%+0.2%+3.1%+0.8%-1.0%-0.1%+1.9%+4.9%+3.8%-2.4%+1.3%+14.8%
2006+4.0%-0.6%+1.5%+3.4%-2.8%-0.9%+0.8%+1.7%+0.9%+2.4%+3.4%-0.6%+13.8%
2005-2.8%+1.2%-1.4%-0.5%+2.3%+0.7%+1.6%+0.3%+2.2%-1.5%+4.0%+1.3%+7.5%

라이브 구간 포지션 내역

2026-08
GLD 25%IEF 25%VTV 25%QQQ 25%
진행중
2026-07
GLD 25%IEF 25%VTV 25%QQQ 25%
+4.1%
2026-06
GLD 25%IEF 25%VTV 25%QQQ 25%
-1.5%
2026-05
GLD 25%IEF 25%VTV 25%QQQ 25%
-2.1%
2026-04
GLD 25%IEF 25%VTV 25%QQQ 25%
+2.8%
2026-03
GLD 25%IEF 25%VTV 25%SHY 25%
+0.9%
2026-02
GLD 25%IEF 25%VTV 25%QQQ 25%
-5.8%
2026-01
GLD 25%IEF 25%VTV 25%QQQ 25%
+3.2%
2025-12
GLD 25%IEF 25%VTV 25%QQQ 25%
+4.5%
2025-11
GLD 25%IEF 25%VTV 25%QQQ 25%
+0.4%
2025-10
GLD 25%IEF 25%VTV 25%QQQ 25%
+1.8%
2025-09
GLD 25%IEF 25%VTV 25%QQQ 25%
+2.2%