Current Performance of Q30

Calendar Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2020 - - -4.1% 2.6% 0.3% 6.7% 7.4% 7.4% 8.6% -0.8% -% -% 31.17%

Note

  • Does not include brokerage costs
  • Does not include dividends
  • Does not include returns on liquidbees
  • 2 out of 8 months have negative returns. ~25%.
  • Annual returns are based on completed months.

Backtested Performance with Quarterly Reset.
CAGR: 46.3% (upto 31st Dec 2019)

Calendar Year 1st Quarter (31st March) 2nd Quarter (30th June) 3rd Quarter (30th Sep) 4th Quarter (31st Dec) Annual
2007 9.2% 13.9% 11.3% 72.2% 138.3%
2008 -34.4% -3.4% -1.4% -4.9% -40.5%
2009 -1/6% 32.0% 45.1% 28.2% 141.7%
2010 9.2% 8.5% 31.9% 1.1% 58.0%
2011 1.9% 0% -1.1% -7.6% -6.9%
2012 7.0% -0.5% 24.8% 6.7% 41.8%
2013 -14.4% 16.1% 11.0% 19.9% 32.3%
2014 4.0% 45.4% 35.7% 10.1% 126.0%
2015 8.4% 3.8% 16.9% 7.0% 40.7%
2016 -6.1% 8.7% 15.5% -6.5% 10.33%
2017 20.4% 35.1% 43.1% 48.9% 248.9%
2018 -10.7% 1.66% 4.2% -6.5% -11.5%
2019 0.7% 0.9% -4.0% 27.5% 24.3%

Note

  • Does not include brokerage costs
  • Does not include dividends
  • Does not include returns on liquidbees
  • 13 out of 52 quarters have negative returns. ~25%. (about 1 out of 4 quarters.)
  • 4 out of 13 complete calendar years have negative returns.
  • Max Returns: 248.93 % in 2017
  • Min Returns: (-40.51%) in 2008

Backtested Performance with Monthly Reset.
CAGR: 49.8% (upto 28th Feb 2020)

Calendar Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2007 14.7% -2.5% 0.1% 2.7% 9.0% 5.1% -4.2% 8.7% 19.2% 46.3% 2.3% 10.0% 269.2%
2008 -19.5% -6.8% -11.5% 0.9% -2.6% -16% 1.0% -1.0% -6.1% -5.9% 0% 1.4% -50.9%
2009 -2.8% -0.3% 3.8% 6.1% 22.4% 8.4% 12.5% 10.9% 14.4% 4.7% 9.0% 4.4% 140.6%
2010 -2.2% -0.4% 11.0% 2.3% -6.5% 7.1% 8.5% 5.7% 3.2% 5.3% 4.1% -6.6% 34.1%
2011 -7.5% -3.7% 4.2% 0.4% 2.2% 4.7% 4.3% -4.4% 0.9% 13.1% -5.8% -7.5% -1.3%
2012 0.8% 3.6% 1.4% 2.4% -1.6% 3.7% 3.1% 8.6% 12.8% 0.7% 7.9% 4.2% 58.1%
2013 -3.6% -2.7% 3.6% 1.6% 7.0% -0.2% 2.4% 1.0% 6.5% 8.3% 14.0% 12.3% 60.4%
2014 -0.85% 14.9% 6.8% 10.1% 20.4% 18.2% 5.4% 10.9% 8.8% 2.1% 7.0% 2.6% 170.2%
2015 6.6% 3.3% 6.3% -2.0% 4.5% 3.6% 19.2% 2.9% 6.9% 4.9% 14.2% 5.0% 104.6%
2016 -3.4% -10.3% 7.2% 0.8% 13.8% 8.9% 9.4% 8.7% 1.1% 6.9% -14.8% -2.8% 23.5%
2017 9.8% 7.1% 5.0% 21.0% 0.7% 3.7% 8.13% 12.8% 11.3% 27.6% 21.4% 3.2% 238.0%
2018 -5.0% 1.7% -6.0% 8.4% 3.2% -5.4% 4.9% 7.2% -22.1% -6.0% -2.7% -0.8% -23.6%
2019 -5.1% -1.8% 5.5% -3.4% -2.7% -4.3% -8.4% 2.8% 3.6% 9.9% 6.5% 5.6% 1.4%
2020 12.6% -1.3% %

Note

  • Does not include brokerage costs
  • Does not include dividends
  • Does not include returns on liquidbees
  • 48 out of 158 months have negative returns. ~30%.
  • 3 out of 13 complete calendar years have negative returns.
  • Max Returns: 238% in 2017
  • Min Returns: (-50.9%) in 2008