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wkinvest

현재 포지션 · 2026-08-31 기준

거래비용 입력:%· 라이브 구간만 적용
IEF 100%

최근 리밸런싱 회전율 60.0% · 예상 거래비용 -0.060%

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

CAGR

+9.0%

MDD

-15.5%

SHARPE

0.90

기간: 2005-02 ~ 2026-08

누적 수익률

2005-02 ~ 2026-08전략 수익률 +532.7%SPY 수익률 +842.4%초과수익 -309.7%p
연도JanFebMarAprMayJunJulAugSepOctNovDec연간
2026+0.8%+0.5%-3.9%+6.2%+3.1%-0.5%-0.5%+1.7%····+7.3%
2025+0.6%+0.3%-3.2%-0.1%+3.3%+3.7%+1.1%+1.9%+2.4%+1.7%+0.5%-0.3%+12.4%
2024+1.0%+2.3%+2.3%-3.7%+1.7%+2.5%+1.9%+1.9%+1.8%-1.9%+4.0%-2.3%+11.8%
2023+3.6%-3.3%+3.7%+1.2%-0.3%-1.3%-0.7%-0.7%-3.1%-1.9%+4.6%+4.2%+5.6%
2022-4.0%-0.4%+0.6%-4.3%+0.6%-0.9%+3.0%-3.9%-4.7%-1.5%+3.6%-1.5%-12.9%
2021-1.0%+0.7%+1.8%+3.6%+0.6%+1.8%+2.3%+1.6%-3.4%+4.0%-0.0%+2.6%+15.1%
2020+1.4%-3.6%-6.0%+7.7%+3.0%+1.1%+3.9%+3.8%-2.1%-2.0%+6.7%+2.1%+16.0%
2019+0.7%+1.7%+2.1%+2.2%-2.6%+4.7%+0.9%+0.6%+0.7%+1.4%+1.9%+1.4%+16.6%
2018+2.5%-2.6%+1.1%-0.3%+0.9%+0.4%+2.0%+2.3%-0.1%-0.4%+1.3%+2.8%+10.4%
2017+1.2%+2.6%+0.1%+1.0%+1.2%+0.2%+0.3%+1.5%+0.6%-0.2%+1.7%+0.8%+11.4%
2016+3.3%+1.5%+3.9%+0.2%+1.0%+1.4%+2.3%-0.3%+0.1%-1.6%+0.5%+1.2%+14.2%
2015-0.1%+2.4%-0.6%+0.3%+0.6%-1.7%+1.5%+0.1%+1.6%-0.6%-0.4%-0.5%+2.6%
2014+3.1%+0.4%-0.6%+0.8%+1.8%+1.1%-0.9%+3.1%-1.2%+1.5%+2.1%-0.1%+11.4%
2013+2.6%+1.2%+2.4%+1.8%+0.2%-2.6%-0.4%-1.4%+1.8%+0.8%-0.9%-2.1%+3.3%
2012+3.1%+2.2%+1.3%+0.6%-2.5%+2.3%+1.3%+1.5%+1.4%-1.3%+0.7%+0.2%+11.2%
2011+1.4%+2.0%-0.1%+2.5%+0.3%-1.2%+0.1%-1.4%-3.3%+6.0%-0.0%+1.4%+7.7%
2010-1.2%+2.0%+3.2%+1.6%-3.6%-1.9%+4.5%-1.4%+5.4%+2.3%-0.4%+2.6%+13.5%
2009-6.5%-0.8%+3.3%+4.8%+2.7%-0.3%+4.8%+2.5%+2.6%-1.2%+4.5%-0.6%+16.3%
2008-2.3%-1.1%-0.0%+1.9%+0.2%-4.6%-0.3%+1.5%-5.7%-0.9%+7.8%+5.2%+1.0%
2007-0.5%-0.4%+0.6%+2.9%+1.5%-1.1%-1.0%+1.7%+2.4%+1.2%-0.7%-0.7%+6.1%
2006+1.2%+0.3%+0.4%-0.7%-0.1%+0.2%+1.7%+2.0%+2.1%+2.1%+1.7%+0.3%+11.7%
2005·+0.7%-1.3%-0.1%+2.7%+0.3%+1.4%+0.2%-0.2%-1.9%+2.9%+0.4%+5.1%

라이브 구간 포지션 내역

2026-08
IEF 100%
진행중
2026-07
SPY 60%IEF 40%
+1.7%
2026-06
SPY 60%IEF 40%
-0.5%
2026-05
SPY 60%IEF 40%
-0.5%
2026-04
SPY 60%IEF 40%
+3.1%
2026-03
SPY 60%IEF 40%
+6.2%
2026-02
SPY 60%IEF 40%
-3.9%
2026-01
SPY 60%IEF 40%
+0.5%
2025-12
SPY 60%IEF 40%
+0.8%
2025-11
SPY 60%IEF 40%
-0.3%
2025-10
SPY 60%IEF 40%
+0.5%
2025-09
SPY 60%IEF 40%
+1.7%