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현재 포지션 · 2026-08-31 기준

거래비용 입력:%· 라이브 구간만 적용
SPY 100%

최근 리밸런싱 회전율 100.0% · 예상 거래비용 -0.100%

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

CAGR

+10.9%

MDD

-23.8%

SHARPE

0.75

기간: 1995-02 ~ 2026-08

누적 수익률

1995-02 ~ 2026-08전략 수익률 +2454.7%SPY 수익률 +2609.3%초과수익 -154.6%p
연도JanFebMarAprMayJunJulAugSepOctNovDec연간
2026+4.9%+4.6%-7.8%+5.3%+5.2%-1.0%+0.0%+1.7%····+12.8%
2025+2.7%-1.3%-5.6%+3.6%+4.8%+2.4%-2.1%+2.0%+2.0%+2.3%+0.2%+2.6%+13.9%
2024+1.6%+5.2%+3.3%-4.0%+5.1%+3.5%+1.2%+2.3%+2.1%-0.9%+6.0%-2.4%+24.9%
2023+9.0%-3.1%+3.1%+2.9%-4.0%+6.4%+3.3%-1.6%-4.7%-2.2%+9.1%+4.6%+23.7%
2022-5.3%-3.0%+3.8%-8.8%-0.1%+0.1%+0.0%+0.2%+0.2%+0.2%+0.3%-1.9%-13.9%
2021-1.0%+2.1%+4.4%+5.3%+0.7%+2.2%+2.4%+3.0%-4.7%+7.0%-0.8%+4.6%+27.8%
2020-0.0%-7.9%+3.6%+0.3%+4.7%+1.8%+5.9%+7.0%-3.7%-2.5%+10.9%+3.7%+24.6%
2019+0.6%+3.1%+1.8%+4.1%-6.4%+1.1%+1.4%-1.7%+1.9%+2.2%+3.6%+2.9%+15.3%
2018+5.6%-3.6%-2.7%+1.4%-1.9%+0.5%+3.7%+3.2%+0.6%-6.9%+1.9%-8.8%-7.9%
2017+1.8%+3.9%+0.1%+1.0%+1.4%+0.2%+2.7%-0.0%+2.4%+1.7%+0.7%+1.1%+18.2%
2016-5.0%+1.4%-0.1%+0.3%+1.7%+0.3%+3.6%+0.1%+0.0%-1.7%+3.7%+2.0%+6.3%
2015-3.0%+5.6%-1.6%+1.0%+1.3%-2.0%+2.3%-6.1%+1.5%-0.6%+0.3%-1.7%-3.6%
2014-3.5%+4.6%+0.8%+0.7%+2.3%+2.1%-1.3%+3.9%-1.4%+2.4%+2.7%-0.3%+13.5%
2013+3.7%-1.3%+3.7%+1.9%-3.1%-1.4%+5.2%-3.0%+3.2%+3.2%+0.5%+2.5%+15.6%
2012+4.6%+4.3%+3.2%-0.7%-6.0%-0.5%+1.1%+2.5%+2.5%-1.8%+0.6%+4.3%+14.5%
2011+2.3%+3.5%+0.0%+2.9%-2.3%-1.2%-2.4%-5.6%+2.1%-1.3%-0.5%+1.0%-1.8%
2010-3.7%+3.1%+6.1%+1.5%-7.9%-5.2%+0.8%-4.6%-0.1%+3.7%-4.8%+6.6%-5.6%
2009-3.9%-0.7%+3.3%-2.7%-2.1%-1.5%+0.0%+4.4%+3.8%-2.5%+3.9%+0.7%+2.2%
2008-7.8%+1.1%+1.3%-2.4%-0.0%-8.9%+0.6%+1.5%-0.1%-0.9%+1.0%+5.1%-9.9%
2007+1.4%-0.1%+2.9%+3.7%+2.4%-0.3%-2.3%-0.6%+5.3%+4.2%-3.6%-3.0%+10.0%
2006+5.8%-0.7%+4.0%+4.8%-3.8%-0.1%+0.8%+2.5%+0.2%+3.7%+3.1%+3.2%+25.8%
2005-1.9%+3.8%-2.6%-1.6%-0.9%+0.1%+2.9%-1.0%+3.6%-3.2%+2.3%+5.2%+6.3%
2004+1.1%+2.3%+0.1%-3.4%+1.1%+3.4%-4.3%+1.2%+2.1%+3.5%+6.1%+4.8%+19.0%
20030.0%0.0%0.0%0.0%+5.4%+1.1%+1.8%+2.1%+2.9%+6.5%+2.5%+8.7%+35.2%
20020.0%0.0%0.0%-5.9%-0.1%0.0%0.0%0.0%0.0%0.0%0.0%0.0%-6.0%
20010.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
2000-5.0%-1.5%+9.7%-3.5%-1.6%+2.0%-1.6%+6.5%-5.5%-0.5%-7.5%-0.1%-9.4%
1999+3.5%-3.2%+4.1%+3.8%-2.3%+5.5%-3.1%-0.5%-2.2%+6.4%+1.7%+5.7%+20.4%
1998+1.3%+6.9%+4.9%+1.3%-2.1%+4.3%-1.4%-14.1%-0.1%0.0%+5.5%+6.5%+11.7%
1997+6.2%+1.0%-4.4%+6.3%+6.3%+4.1%+7.9%-5.2%+4.8%-2.5%+3.9%+1.9%+33.5%
1996+3.6%+0.3%+1.7%+1.1%+2.3%+0.9%-4.5%+1.9%+5.6%+3.2%+7.3%-2.4%+22.5%
1995·+4.0%+2.8%+3.0%+4.0%+2.0%+3.2%+0.4%+4.2%-0.3%+4.4%+1.6%+33.5%

라이브 구간 포지션 내역

2026-08
SPY 100%
진행중
2026-07
EFA 100%
+1.7%
2026-06
SPY 100%
+0.0%
2026-05
SPY 100%
-1.0%
2026-04
SPY 100%
+5.2%
2026-03
EFA 100%
+5.3%
2026-02
EFA 100%
-7.8%
2026-01
EFA 100%
+4.6%
2025-12
EFA 100%
+4.9%
2025-11
EFA 100%
+2.6%
2025-10
SPY 100%
+0.2%
2025-09
SPY 100%
+2.3%