dual_momentum
roc12_ma200
Strategy Description
Dual Momentum with 12M ROC and MA200 filter (1997-2026)
Universe: ["VOO", "VEU", "BIL"]
Rebalance Frequency: monthly | Period: 1996-01-01T00:00:00Z to 2026-05-01T00:00:00Z
Portfolio Value Over Time
After-tax performance
Performance Summary
29.3 years of data
After-Tax CAGR
6.51%
Pre-Tax: 10.83%
Final Value
$63581
From $10,000
Tax Drag
4.32%
Total Taxes: $36927
Effective Tax Rate
19.0%
On gains
Total Transactions
725
25 per year
Annual Returns
30 years
| Year | Pre-Tax Return | After-Tax Return | Tax Drag | Pre-Tax Value | After-Tax Value |
|---|---|---|---|---|---|
| 2026 | 2.26% | -0.87% | 3.14% | $204257 | $63581 |
| 2025 | 15.04% | 7.80% | 7.24% | $188903 | $60662 |
| 2024 | 22.80% | 16.24% | 6.55% | $159775 | $54753 |
| 2023 | 2.41% | 2.41% | -0.00% | $127983 | $46331 |
| 2022 | -12.45% | -12.45% | 0.00% | $115279 | $41732 |
| 2021 | 22.57% | 13.40% | 9.17% | $138872 | $50273 |
| 2020 | 16.61% | 9.96% | 6.65% | $113416 | $44377 |
| 2019 | 10.49% | 10.49% | 0.00% | $97306 | $40376 |
| 2018 | -14.66% | -14.66% | 0.00% | $87916 | $36479 |
| 2017 | 17.86% | 9.82% | 8.04% | $97565 | $40483 |
| 2016 | 10.37% | 7.96% | 2.41% | $81251 | $36182 |
| 2015 | -1.32% | -1.32% | 0.00% | $73603 | $33507 |
| 2014 | 17.59% | 11.88% | 5.71% | $76906 | $35011 |
| 2013 | 21.11% | 11.18% | 9.93% | $67754 | $32419 |
| 2012 | 14.47% | 8.48% | 5.99% | $54136 | $28217 |
| 2011 | -5.70% | -5.70% | 0.00% | $45272 | $24900 |
| 2010 | 4.69% | 4.69% | 0.00% | $46903 | $25797 |
| 2009 | 21.90% | 19.96% | 1.94% | $47192 | $25956 |
| 2008 | -6.84% | -6.84% | -0.00% | $38639 | $21596 |
| 2007 | 14.42% | 8.15% | 6.27% | $45351 | $25346 |
| 2006 | 18.50% | 8.33% | 10.17% | $39257 | $23213 |
| 2005 | 17.53% | 11.07% | 6.46% | $31000 | $20051 |
| 2004 | 18.94% | 10.57% | 8.37% | $26823 | $18359 |
| 2003 | 36.82% | 28.69% | 8.14% | $22198 | $16343 |
| 2002 | -14.65% | -14.65% | 0.00% | $16215 | $12693 |
| 2001 | 6.56% | 5.43% | 1.13% | $18962 | $14844 |
| 2000 | 0.96% | 0.96% | 0.00% | $17487 | $13836 |
| 1999 | 24.74% | 13.00% | 11.74% | $18468 | $14612 |
| 1998 | 12.07% | 6.69% | 5.37% | $14208 | $12410 |
| 1997 | 25.40% | 15.03% | 10.36% | $12540 | $11503 |
Monthly Returns
Last 120 months | 353 total
| Date | Pre-Tax Value | After-Tax Value | Pre-Tax Return | After-Tax Return | Holdings | Cash % |
|---|---|---|---|---|---|---|
| Jan, 1997 | $10000 | $10000 | - | - | - | 0% |
| Feb, 1997 | $10079 | $10079 | 0.79% | 0.79% | - | 0% |
| Mar, 1997 | $9662 | $9662 | -4.14% | -4.14% | - | 0% |
| Apr, 1997 | $10238 | $10238 | 5.96% | 5.96% | - | 0% |
| May, 1997 | $10861 | $10861 | 6.09% | 6.09% | - | 0% |
| Jun, 1997 | $11345 | $11345 | 4.45% | 4.45% | - | 0% |
| Jul, 1997 | $12248 | $12248 | 7.97% | 7.97% | - | 0% |
| Aug, 1997 | $11561 | $11561 | -5.61% | -5.61% | - | 0% |
| Sep, 1997 | $12193 | $12193 | 5.47% | 5.47% | - | 0% |
| Oct, 1997 | $11785 | $11785 | -3.35% | -3.35% | - | 0% |
| Nov, 1997 | $12327 | $12327 | 4.60% | 4.60% | - | 0% |
| Dec, 1997 | $12540 | $11503 | 1.73% | -6.68% | - | 0% |
| Jan, 1998 | $12679 | $11631 | 1.11% | 1.11% | - | 0% |
| Feb, 1998 | $13591 | $12468 | 7.19% | 7.19% | - | 0% |
| Mar, 1998 | $14284 | $13104 | 5.10% | 5.10% | - | 0% |
| Apr, 1998 | $14428 | $13236 | 1.01% | 1.01% | - | 0% |
| May, 1998 | $14177 | $13005 | -1.74% | -1.74% | - | 0% |
| Jun, 1998 | $14754 | $13535 | 4.07% | 4.07% | - | 0% |
| Jul, 1998 | $14598 | $13392 | -1.05% | -1.05% | - | 0% |
| Aug, 1998 | $12485 | $11454 | -14.47% | -14.47% | - | 0% |
| Sep, 1998 | $12733 | $11680 | 1.98% | 1.98% | - | 0% |
| Oct, 1998 | $12660 | $11614 | -0.57% | -0.57% | - | 0% |
| Nov, 1998 | $13429 | $12319 | 6.07% | 6.07% | - | 0% |
| Dec, 1998 | $14208 | $12410 | 5.81% | 0.73% | - | 0% |
| Jan, 1999 | $14806 | $12931 | 4.20% | 4.20% | - | 0% |
| Feb, 1999 | $14343 | $12527 | -3.12% | -3.12% | - | 0% |
| Mar, 1999 | $14916 | $13028 | 4.00% | 4.00% | - | 0% |
| Apr, 1999 | $15491 | $13530 | 3.85% | 3.85% | - | 0% |
| May, 1999 | $15121 | $13207 | -2.39% | -2.39% | - | 0% |
| Jun, 1999 | $15961 | $13940 | 5.56% | 5.56% | - | 0% |
| Jul, 1999 | $15461 | $13504 | -3.13% | -3.13% | - | 0% |
| Aug, 1999 | $15512 | $13548 | 0.33% | 0.33% | - | 0% |
| Sep, 1999 | $15639 | $13660 | 0.82% | 0.82% | - | 0% |
| Oct, 1999 | $16224 | $14170 | 3.74% | 3.74% | - | 0% |
| Nov, 1999 | $16885 | $14748 | 4.08% | 4.08% | - | 0% |
| Dec, 1999 | $18468 | $14612 | 9.37% | -0.92% | - | 0% |
| Jan, 2000 | $17320 | $13704 | -6.22% | -6.22% | - | 0% |
| Feb, 2000 | $17810 | $14092 | 2.83% | 2.83% | - | 0% |
| Mar, 2000 | $18429 | $14582 | 3.48% | 3.48% | - | 0% |
| Apr, 2000 | $17433 | $13793 | -5.41% | -5.41% | - | 0% |
| May, 2000 | $17078 | $13512 | -2.04% | -2.04% | - | 0% |
| Jun, 2000 | $17502 | $13848 | 2.49% | 2.49% | - | 0% |
| Jul, 2000 | $16721 | $13230 | -4.46% | -4.46% | - | 0% |
| Aug, 2000 | $17756 | $14049 | 6.19% | 6.19% | - | 0% |
| Sep, 2000 | $16817 | $13306 | -5.29% | -5.29% | - | 0% |
| Oct, 2000 | $16912 | $13381 | 0.57% | 0.57% | - | 0% |
| Nov, 2000 | $17180 | $13593 | 1.58% | 1.58% | - | 0% |
| Dec, 2000 | $17487 | $13836 | 1.79% | 1.79% | - | 0% |
| Jan, 2001 | $17794 | $14079 | 1.76% | 1.76% | - | 0% |
| Feb, 2001 | $17956 | $14207 | 0.91% | 0.91% | - | 0% |
| Mar, 2001 | $18053 | $14284 | 0.54% | 0.54% | - | 0% |
| Apr, 2001 | $17969 | $14217 | -0.46% | -0.46% | - | 0% |
| May, 2001 | $18101 | $14322 | 0.73% | 0.73% | - | 0% |
| Jun, 2001 | $18196 | $14397 | 0.52% | 0.52% | - | 0% |
| Jul, 2001 | $18601 | $14718 | 2.23% | 2.23% | - | 0% |
| Aug, 2001 | $18808 | $14881 | 1.11% | 1.11% | - | 0% |
| Sep, 2001 | $18976 | $15014 | 0.89% | 0.89% | - | 0% |
| Oct, 2001 | $19329 | $15293 | 1.86% | 1.86% | - | 0% |
| Nov, 2001 | $18978 | $15015 | -1.82% | -1.82% | - | 0% |
| Dec, 2001 | $18962 | $14844 | -0.08% | -1.14% | - | 0% |
| Jan, 2002 | $19000 | $14873 | 0.20% | 0.20% | - | 0% |
| Feb, 2002 | $19256 | $15073 | 1.35% | 1.35% | - | 0% |
| Mar, 2002 | $18873 | $14774 | -1.99% | -1.99% | - | 0% |
| Apr, 2002 | $17726 | $13876 | -6.07% | -6.07% | - | 0% |
| May, 2002 | $17932 | $14037 | 1.16% | 1.16% | - | 0% |
| Jun, 2002 | $17165 | $13437 | -4.28% | -4.28% | - | 0% |
| Jul, 2002 | $15482 | $12120 | -9.80% | -9.80% | - | 0% |
| Aug, 2002 | $15740 | $12321 | 1.66% | 1.66% | - | 0% |
| Sep, 2002 | $15980 | $12509 | 1.53% | 1.53% | - | 0% |
| Oct, 2002 | $15882 | $12433 | -0.61% | -0.61% | - | 0% |
| Nov, 2002 | $15886 | $12436 | 0.02% | 0.02% | - | 0% |
| Dec, 2002 | $16215 | $12693 | 2.07% | 2.07% | - | 0% |
| Jan, 2003 | $16224 | $12700 | 0.05% | 0.05% | - | 0% |
| Feb, 2003 | $16447 | $12875 | 1.38% | 1.38% | - | 0% |
| Mar, 2003 | $16426 | $12858 | -0.13% | -0.13% | - | 0% |
| Apr, 2003 | $16569 | $12970 | 0.87% | 0.87% | - | 0% |
| May, 2003 | $17441 | $13653 | 5.26% | 5.26% | - | 0% |
| Jun, 2003 | $17660 | $13825 | 1.26% | 1.26% | - | 0% |
| Jul, 2003 | $17968 | $14066 | 1.74% | 1.74% | - | 0% |
| Aug, 2003 | $18419 | $14419 | 2.51% | 2.51% | - | 0% |
| Sep, 2003 | $18931 | $14820 | 2.78% | 2.78% | - | 0% |
| Oct, 2003 | $20161 | $15782 | 6.49% | 6.49% | - | 0% |
| Nov, 2003 | $20591 | $16119 | 2.13% | 2.13% | - | 0% |
| Dec, 2003 | $22198 | $16343 | 7.80% | 1.39% | - | 0% |
| Jan, 2004 | $22552 | $16604 | 1.60% | 1.60% | - | 0% |
| Feb, 2004 | $23116 | $17019 | 2.50% | 2.50% | - | 0% |
| Mar, 2004 | $23220 | $17096 | 0.45% | 0.45% | - | 0% |
| Apr, 2004 | $22490 | $16558 | -3.14% | -3.14% | - | 0% |
| May, 2004 | $22594 | $16635 | 0.46% | 0.46% | - | 0% |
| Jun, 2004 | $23136 | $17034 | 2.40% | 2.40% | - | 0% |
| Jul, 2004 | $22365 | $16466 | -3.34% | -3.34% | - | 0% |
| Aug, 2004 | $22531 | $16589 | 0.75% | 0.75% | - | 0% |
| Sep, 2004 | $23199 | $17080 | 2.96% | 2.96% | - | 0% |
| Oct, 2004 | $23950 | $17633 | 3.24% | 3.24% | - | 0% |
| Nov, 2004 | $25682 | $18908 | 7.23% | 7.23% | - | 0% |
| Dec, 2004 | $26823 | $18359 | 4.44% | -2.90% | - | 0% |
| Jan, 2005 | $26376 | $18053 | -1.67% | -1.67% | - | 0% |
| Feb, 2005 | $27611 | $18898 | 4.68% | 4.68% | - | 0% |
| Mar, 2005 | $26802 | $18344 | -2.93% | -2.93% | - | 0% |
| Apr, 2005 | $26248 | $17966 | -2.07% | -2.07% | - | 0% |
| May, 2005 | $26269 | $17980 | 0.08% | 0.08% | - | 0% |
| Jun, 2005 | $26610 | $18213 | 1.30% | 1.30% | - | 0% |
| Jul, 2005 | $27589 | $18884 | 3.68% | 3.68% | - | 0% |
| Aug, 2005 | $28377 | $19423 | 2.85% | 2.85% | - | 0% |
| Sep, 2005 | $29718 | $20341 | 4.73% | 4.73% | - | 0% |
| Oct, 2005 | $28718 | $19656 | -3.37% | -3.37% | - | 0% |
| Nov, 2005 | $29484 | $20180 | 2.67% | 2.67% | - | 0% |
| Dec, 2005 | $31000 | $20051 | 5.14% | -0.64% | - | 0% |
| Jan, 2006 | $33129 | $21428 | 6.87% | 6.87% | - | 0% |
| Feb, 2006 | $32890 | $21274 | -0.72% | -0.72% | - | 0% |
| Mar, 2006 | $33932 | $21948 | 3.17% | 3.17% | - | 0% |
| Apr, 2006 | $35670 | $23072 | 5.12% | 5.12% | - | 0% |
| May, 2006 | $34084 | $22047 | -4.45% | -4.45% | - | 0% |
| Jun, 2006 | $33954 | $21962 | -0.38% | -0.38% | - | 0% |
| Jul, 2006 | $34345 | $22215 | 1.15% | 1.15% | - | 0% |
| Aug, 2006 | $35214 | $22777 | 2.53% | 2.53% | - | 0% |
| Sep, 2006 | $35301 | $22834 | 0.25% | 0.25% | - | 0% |
| Oct, 2006 | $36713 | $23747 | 4.00% | 4.00% | - | 0% |
| Nov, 2006 | $38082 | $24632 | 3.73% | 3.73% | - | 0% |
| Dec, 2006 | $39257 | $23213 | 3.09% | -5.76% | - | 0% |
| Jan, 2007 | $39635 | $23437 | 0.96% | 0.96% | - | 0% |
| Feb, 2007 | $39657 | $23450 | 0.06% | 0.06% | - | 0% |
| Mar, 2007 | $40768 | $24107 | 2.80% | 2.80% | - | 0% |
| Apr, 2007 | $42367 | $25053 | 3.92% | 3.92% | - | 0% |
| May, 2007 | $43678 | $25828 | 3.09% | 3.09% | - | 0% |
| Jun, 2007 | $43945 | $25985 | 0.61% | 0.61% | - | 0% |
| Jul, 2007 | $43478 | $25709 | -1.06% | -1.06% | - | 0% |
| Aug, 2007 | $43167 | $25525 | -0.72% | -0.72% | - | 0% |
| Sep, 2007 | $45922 | $27154 | 6.38% | 6.38% | - | 0% |
| Oct, 2007 | $48632 | $28757 | 5.90% | 5.90% | - | 0% |
| Nov, 2007 | $46411 | $27444 | -4.57% | -4.57% | - | 0% |
| Dec, 2007 | $45351 | $25346 | -2.28% | -7.64% | - | 0% |
| Jan, 2008 | $41474 | $23180 | -8.55% | -8.55% | - | 0% |
| Feb, 2008 | $41539 | $23216 | 0.16% | 0.16% | - | 0% |
| Mar, 2008 | $41636 | $23270 | 0.23% | 0.23% | - | 0% |
| Apr, 2008 | $41609 | $23255 | -0.06% | -0.06% | - | 0% |
| May, 2008 | $42238 | $23607 | 1.51% | 1.51% | - | 0% |
| Jun, 2008 | $38441 | $21485 | -8.99% | -8.99% | - | 0% |
| Jul, 2008 | $38510 | $21523 | 0.18% | 0.18% | - | 0% |
| Aug, 2008 | $38543 | $21542 | 0.08% | 0.08% | - | 0% |
| Sep, 2008 | $38736 | $21650 | 0.50% | 0.50% | - | 0% |
| Oct, 2008 | $38646 | $21600 | -0.23% | -0.23% | - | 0% |
| Nov, 2008 | $38627 | $21589 | -0.05% | -0.05% | - | 0% |
| Dec, 2008 | $38639 | $21596 | 0.03% | 0.03% | - | 0% |
| Jan, 2009 | $38715 | $21638 | 0.20% | 0.20% | - | 0% |
| Feb, 2009 | $38713 | $21637 | -0.00% | -0.00% | - | 0% |
| Mar, 2009 | $38711 | $21635 | -0.01% | -0.01% | - | 0% |
| Apr, 2009 | $38734 | $21648 | 0.06% | 0.06% | - | 0% |
| May, 2009 | $38738 | $21651 | 0.01% | 0.01% | - | 0% |
| Jun, 2009 | $38226 | $21365 | -1.32% | -1.32% | - | 0% |
| Jul, 2009 | $42033 | $23492 | 9.96% | 9.96% | - | 0% |
| Aug, 2009 | $43505 | $24315 | 3.50% | 3.50% | - | 0% |
| Sep, 2009 | $45744 | $25566 | 5.15% | 5.15% | - | 0% |
| Oct, 2009 | $44752 | $25012 | -2.17% | -2.17% | - | 0% |
| Nov, 2009 | $46480 | $25977 | 3.86% | 3.86% | - | 0% |
| Dec, 2009 | $47192 | $25956 | 1.53% | -0.08% | - | 0% |
| Jan, 2010 | $44802 | $24641 | -5.07% | -5.07% | - | 0% |
| Feb, 2010 | $44900 | $24695 | 0.22% | 0.22% | - | 0% |
| Mar, 2010 | $47600 | $26180 | 6.01% | 6.01% | - | 0% |
| Apr, 2010 | $48351 | $26593 | 1.58% | 1.58% | - | 0% |
| May, 2010 | $44485 | $24467 | -8.00% | -8.00% | - | 0% |
| Jun, 2010 | $44493 | $24471 | 0.02% | 0.02% | - | 0% |
| Jul, 2010 | $44475 | $24461 | -0.04% | -0.04% | - | 0% |
| Aug, 2010 | $44475 | $24461 | 0.00% | 0.00% | - | 0% |
| Sep, 2010 | $44475 | $24461 | 0.00% | 0.00% | - | 0% |
| Oct, 2010 | $46052 | $25329 | 3.55% | 3.55% | - | 0% |
| Nov, 2010 | $43969 | $24183 | -4.52% | -4.52% | - | 0% |
| Dec, 2010 | $46903 | $25797 | 6.67% | 6.67% | - | 0% |
| Jan, 2011 | $48008 | $26405 | 2.36% | 2.36% | - | 0% |
| Feb, 2011 | $49648 | $27307 | 3.42% | 3.42% | - | 0% |
| Mar, 2011 | $49661 | $27314 | 0.03% | 0.03% | - | 0% |
| Apr, 2011 | $51125 | $28119 | 2.95% | 2.95% | - | 0% |
| May, 2011 | $49658 | $27312 | -2.87% | -2.87% | - | 0% |
| Jun, 2011 | $48910 | $26901 | -1.51% | -1.51% | - | 0% |
| Jul, 2011 | $47909 | $26350 | -2.05% | -2.05% | - | 0% |
| Aug, 2011 | $45300 | $24915 | -5.45% | -5.45% | - | 0% |
| Sep, 2011 | $45290 | $24909 | -0.02% | -0.02% | - | 0% |
| Oct, 2011 | $45270 | $24899 | -0.04% | -0.04% | - | 0% |
| Nov, 2011 | $45280 | $24904 | 0.02% | 0.02% | - | 0% |
| Dec, 2011 | $45272 | $24900 | -0.02% | -0.02% | - | 0% |
| Jan, 2012 | $47293 | $26011 | 4.46% | 4.46% | - | 0% |
| Feb, 2012 | $49330 | $27132 | 4.31% | 4.31% | - | 0% |
| Mar, 2012 | $50949 | $28022 | 3.28% | 3.28% | - | 0% |
| Apr, 2012 | $50623 | $27843 | -0.64% | -0.64% | - | 0% |
| May, 2012 | $47576 | $26167 | -6.02% | -6.02% | - | 0% |
| Jun, 2012 | $49531 | $27242 | 4.11% | 4.11% | - | 0% |
| Jul, 2012 | $50210 | $27616 | 1.37% | 1.37% | - | 0% |
| Aug, 2012 | $51334 | $28234 | 2.24% | 2.24% | - | 0% |
| Sep, 2012 | $52657 | $28961 | 2.58% | 2.58% | - | 0% |
| Oct, 2012 | $51678 | $28423 | -1.86% | -1.86% | - | 0% |
| Nov, 2012 | $51967 | $28582 | 0.56% | 0.56% | - | 0% |
| Dec, 2012 | $54136 | $28217 | 4.17% | -1.28% | - | 0% |
| Jan, 2013 | $55943 | $29159 | 3.34% | 3.34% | - | 0% |
| Feb, 2013 | $55256 | $28801 | -1.23% | -1.23% | - | 0% |
| Mar, 2013 | $57322 | $29877 | 3.74% | 3.74% | - | 0% |
| Apr, 2013 | $58416 | $30448 | 1.91% | 1.91% | - | 0% |
| May, 2013 | $59776 | $31156 | 2.33% | 2.33% | - | 0% |
| Jun, 2013 | $58968 | $30735 | -1.35% | -1.35% | - | 0% |
| Jul, 2013 | $61959 | $32294 | 5.07% | 5.07% | - | 0% |
| Aug, 2013 | $60155 | $31354 | -2.91% | -2.91% | - | 0% |
| Sep, 2013 | $62033 | $32333 | 3.12% | 3.12% | - | 0% |
| Oct, 2013 | $64150 | $33436 | 3.41% | 3.41% | - | 0% |
| Nov, 2013 | $66092 | $34449 | 3.03% | 3.03% | - | 0% |
| Dec, 2013 | $67754 | $32419 | 2.51% | -5.89% | - | 0% |
| Jan, 2014 | $65403 | $31294 | -3.47% | -3.47% | - | 0% |
| Feb, 2014 | $68386 | $32721 | 4.56% | 4.56% | - | 0% |
| Mar, 2014 | $68949 | $32991 | 0.82% | 0.82% | - | 0% |
| Apr, 2014 | $69449 | $33230 | 0.72% | 0.72% | - | 0% |
| May, 2014 | $71070 | $34006 | 2.33% | 2.33% | - | 0% |
| Jun, 2014 | $72529 | $34703 | 2.05% | 2.05% | - | 0% |
| Jul, 2014 | $71522 | $34222 | -1.39% | -1.39% | - | 0% |
| Aug, 2014 | $74374 | $35586 | 3.99% | 3.99% | - | 0% |
| Sep, 2014 | $73319 | $35082 | -1.42% | -1.42% | - | 0% |
| Oct, 2014 | $75096 | $35932 | 2.42% | 2.42% | - | 0% |
| Nov, 2014 | $77110 | $36895 | 2.68% | 2.68% | - | 0% |
| Dec, 2014 | $76906 | $35011 | -0.26% | -5.11% | - | 0% |
| Jan, 2015 | $74590 | $33957 | -3.01% | -3.01% | - | 0% |
| Feb, 2015 | $78866 | $35904 | 5.73% | 5.73% | - | 0% |
| Mar, 2015 | $77610 | $35331 | -1.59% | -1.59% | - | 0% |
| Apr, 2015 | $78346 | $35667 | 0.95% | 0.95% | - | 0% |
| May, 2015 | $79343 | $36121 | 1.27% | 1.27% | - | 0% |
| Jun, 2015 | $77810 | $35422 | -1.93% | -1.93% | - | 0% |
| Jul, 2015 | $79428 | $36159 | 2.08% | 2.08% | - | 0% |
| Aug, 2015 | $74629 | $33975 | -6.04% | -6.04% | - | 0% |
| Sep, 2015 | $74597 | $33960 | -0.04% | -0.04% | - | 0% |
| Oct, 2015 | $74581 | $33952 | -0.02% | -0.02% | - | 0% |
| Nov, 2015 | $74794 | $34050 | 0.29% | 0.29% | - | 0% |
| Dec, 2015 | $73603 | $33507 | -1.59% | -1.59% | - | 0% |
| Jan, 2016 | $73619 | $33515 | 0.02% | 0.02% | - | 0% |
| Feb, 2016 | $73619 | $33515 | 0.00% | 0.00% | - | 0% |
| Mar, 2016 | $73619 | $33515 | 0.00% | 0.00% | - | 0% |
| Apr, 2016 | $73894 | $33640 | 0.37% | 0.37% | - | 0% |
| May, 2016 | $75212 | $34240 | 1.78% | 1.78% | - | 0% |
| Jun, 2016 | $75400 | $34325 | 0.25% | 0.25% | - | 0% |
| Jul, 2016 | $78172 | $35587 | 3.68% | 3.68% | - | 0% |
| Aug, 2016 | $78273 | $35633 | 0.13% | 0.13% | - | 0% |
| Sep, 2016 | $78279 | $35636 | 0.01% | 0.01% | - | 0% |
| Oct, 2016 | $76844 | $34983 | -1.83% | -1.83% | - | 0% |
| Nov, 2016 | $79687 | $36277 | 3.70% | 3.70% | - | 0% |
| Dec, 2016 | $81251 | $36182 | 1.96% | -0.26% | - | 0% |
| Jan, 2017 | $82781 | $36863 | 1.88% | 1.88% | - | 0% |
| Feb, 2017 | $86061 | $38324 | 3.96% | 3.96% | - | 0% |
| Mar, 2017 | $86147 | $38363 | 0.10% | 0.10% | - | 0% |
| Apr, 2017 | $87024 | $38753 | 1.02% | 1.02% | - | 0% |
| May, 2017 | $88237 | $39293 | 1.39% | 1.39% | - | 0% |
| Jun, 2017 | $88700 | $39499 | 0.52% | 0.52% | - | 0% |
| Jul, 2017 | $91733 | $40850 | 3.42% | 3.42% | - | 0% |
| Aug, 2017 | $92319 | $41111 | 0.64% | 0.64% | - | 0% |
| Sep, 2017 | $93987 | $41854 | 1.81% | 1.81% | - | 0% |
| Oct, 2017 | $95806 | $42664 | 1.94% | 1.94% | - | 0% |
| Nov, 2017 | $96501 | $42973 | 0.73% | 0.73% | - | 0% |
| Dec, 2017 | $97565 | $40483 | 1.10% | -5.80% | - | 0% |
| Jan, 2018 | $103021 | $42747 | 5.59% | 5.59% | - | 0% |
| Feb, 2018 | $99210 | $41166 | -3.70% | -3.70% | - | 0% |
| Mar, 2018 | $96679 | $40115 | -2.55% | -2.55% | - | 0% |
| Apr, 2018 | $97480 | $40448 | 0.83% | 0.83% | - | 0% |
| May, 2018 | $95611 | $39672 | -1.92% | -1.92% | - | 0% |
| Jun, 2018 | $96190 | $39912 | 0.61% | 0.61% | - | 0% |
| Jul, 2018 | $99758 | $41393 | 3.71% | 3.71% | - | 0% |
| Aug, 2018 | $102996 | $42737 | 3.25% | 3.25% | - | 0% |
| Sep, 2018 | $103567 | $42973 | 0.55% | 0.55% | - | 0% |
| Oct, 2018 | $96474 | $40030 | -6.85% | -6.85% | - | 0% |
| Nov, 2018 | $96654 | $40105 | 0.19% | 0.19% | - | 0% |
| Dec, 2018 | $87916 | $36479 | -9.04% | -9.04% | - | 0% |
| Jan, 2019 | $88070 | $36543 | 0.17% | 0.17% | - | 0% |
| Feb, 2019 | $88233 | $36611 | 0.19% | 0.19% | - | 0% |
| Mar, 2019 | $89941 | $37320 | 1.94% | 1.94% | - | 0% |
| Apr, 2019 | $93576 | $38828 | 4.04% | 4.04% | - | 0% |
| May, 2019 | $87620 | $36357 | -6.36% | -6.36% | - | 0% |
| Jun, 2019 | $87779 | $36423 | 0.18% | 0.18% | - | 0% |
| Jul, 2019 | $89031 | $36942 | 1.43% | 1.43% | - | 0% |
| Aug, 2019 | $87615 | $36354 | -1.59% | -1.59% | - | 0% |
| Sep, 2019 | $89243 | $37030 | 1.86% | 1.86% | - | 0% |
| Oct, 2019 | $91166 | $37828 | 2.15% | 2.15% | - | 0% |
| Nov, 2019 | $94467 | $39197 | 3.62% | 3.62% | - | 0% |
| Dec, 2019 | $97306 | $40376 | 3.01% | 3.01% | - | 0% |
| Jan, 2020 | $97257 | $40355 | -0.05% | -0.05% | - | 0% |
| Feb, 2020 | $89242 | $37029 | -8.24% | -8.24% | - | 0% |
| Mar, 2020 | $89425 | $37105 | 0.20% | 0.20% | - | 0% |
| Apr, 2020 | $89407 | $37098 | -0.02% | -0.02% | - | 0% |
| May, 2020 | $89392 | $37092 | -0.02% | -0.02% | - | 0% |
| Jun, 2020 | $91160 | $37825 | 1.98% | 1.98% | - | 0% |
| Jul, 2020 | $96290 | $39954 | 5.63% | 5.63% | - | 0% |
| Aug, 2020 | $103417 | $42911 | 7.40% | 7.40% | - | 0% |
| Sep, 2020 | $99268 | $41189 | -4.01% | -4.01% | - | 0% |
| Oct, 2020 | $96616 | $40089 | -2.67% | -2.67% | - | 0% |
| Nov, 2020 | $107181 | $44473 | 10.94% | 10.94% | - | 0% |
| Dec, 2020 | $113416 | $44377 | 5.82% | -0.22% | - | 0% |
| Jan, 2021 | $113299 | $44331 | -0.10% | -0.10% | - | 0% |
| Feb, 2021 | $115930 | $45360 | 2.32% | 2.32% | - | 0% |
| Mar, 2021 | $117888 | $46126 | 1.69% | 1.69% | - | 0% |
| Apr, 2021 | $124163 | $48582 | 5.32% | 5.32% | - | 0% |
| May, 2021 | $125018 | $48916 | 0.69% | 0.69% | - | 0% |
| Jun, 2021 | $124445 | $48692 | -0.46% | -0.46% | - | 0% |
| Jul, 2021 | $127384 | $49842 | 2.36% | 2.36% | - | 0% |
| Aug, 2021 | $131243 | $51352 | 3.03% | 3.03% | - | 0% |
| Sep, 2021 | $125123 | $48957 | -4.66% | -4.66% | - | 0% |
| Oct, 2021 | $133873 | $52381 | 6.99% | 6.99% | - | 0% |
| Nov, 2021 | $132932 | $52013 | -0.70% | -0.70% | - | 0% |
| Dec, 2021 | $138872 | $50273 | 4.47% | -3.34% | - | 0% |
| Jan, 2022 | $131668 | $47665 | -5.19% | -5.19% | - | 0% |
| Feb, 2022 | $127715 | $46234 | -3.00% | -3.00% | - | 0% |
| Mar, 2022 | $127773 | $46255 | 0.05% | 0.05% | - | 0% |
| Apr, 2022 | $116618 | $42217 | -8.73% | -8.73% | - | 0% |
| May, 2022 | $116656 | $42231 | 0.03% | 0.03% | - | 0% |
| Jun, 2022 | $116747 | $42264 | 0.08% | 0.08% | - | 0% |
| Jul, 2022 | $116789 | $42279 | 0.04% | 0.04% | - | 0% |
| Aug, 2022 | $117015 | $42361 | 0.19% | 0.19% | - | 0% |
| Sep, 2022 | $117256 | $42448 | 0.21% | 0.21% | - | 0% |
| Oct, 2022 | $117443 | $42515 | 0.16% | 0.16% | - | 0% |
| Nov, 2022 | $117812 | $42649 | 0.31% | 0.31% | - | 0% |
| Dec, 2022 | $115279 | $41732 | -2.15% | -2.15% | - | 0% |
| Jan, 2023 | $124966 | $45239 | 8.40% | 8.40% | - | 0% |
| Feb, 2023 | $119777 | $43360 | -4.15% | -4.15% | - | 0% |
| Mar, 2023 | $122933 | $44503 | 2.64% | 2.64% | - | 0% |
| Apr, 2023 | $125013 | $45256 | 1.69% | 1.69% | - | 0% |
| May, 2023 | $120784 | $43725 | -3.38% | -3.38% | - | 0% |
| Jun, 2023 | $128750 | $46609 | 6.60% | 6.60% | - | 0% |
| Jul, 2023 | $132873 | $48101 | 3.20% | 3.20% | - | 0% |
| Aug, 2023 | $130744 | $47331 | -1.60% | -1.60% | - | 0% |
| Sep, 2023 | $124497 | $45069 | -4.78% | -4.78% | - | 0% |
| Oct, 2023 | $121863 | $44116 | -2.12% | -2.12% | - | 0% |
| Nov, 2023 | $122433 | $44322 | 0.47% | 0.47% | - | 0% |
| Dec, 2023 | $127983 | $46331 | 4.53% | 4.53% | - | 0% |
| Jan, 2024 | $130114 | $47103 | 1.67% | 1.67% | - | 0% |
| Feb, 2024 | $137048 | $49613 | 5.33% | 5.33% | - | 0% |
| Mar, 2024 | $141440 | $51203 | 3.21% | 3.21% | - | 0% |
| Apr, 2024 | $135648 | $49106 | -4.10% | -4.10% | - | 0% |
| May, 2024 | $142356 | $51534 | 4.95% | 4.95% | - | 0% |
| Jun, 2024 | $147447 | $53377 | 3.58% | 3.58% | - | 0% |
| Jul, 2024 | $149223 | $54020 | 1.20% | 1.20% | - | 0% |
| Aug, 2024 | $152825 | $55324 | 2.41% | 2.41% | - | 0% |
| Sep, 2024 | $156069 | $56499 | 2.12% | 2.12% | - | 0% |
| Oct, 2024 | $154640 | $55981 | -0.92% | -0.92% | - | 0% |
| Nov, 2024 | $163697 | $59260 | 5.86% | 5.86% | - | 0% |
| Dec, 2024 | $159775 | $54753 | -2.40% | -7.61% | - | 0% |
| Jan, 2025 | $164205 | $56271 | 2.77% | 2.77% | - | 0% |
| Feb, 2025 | $162044 | $55530 | -1.32% | -1.32% | - | 0% |
| Mar, 2025 | $152893 | $52394 | -5.65% | -5.65% | - | 0% |
| Apr, 2025 | $157649 | $54024 | 3.11% | 3.11% | - | 0% |
| May, 2025 | $164937 | $56522 | 4.62% | 4.62% | - | 0% |
| Jun, 2025 | $171346 | $58718 | 3.89% | 3.89% | - | 0% |
| Jul, 2025 | $169723 | $58162 | -0.95% | -0.95% | - | 0% |
| Aug, 2025 | $173147 | $59335 | 2.02% | 2.02% | - | 0% |
| Sep, 2025 | $179421 | $61485 | 3.62% | 3.62% | - | 0% |
| Oct, 2025 | $183600 | $62917 | 2.33% | 2.33% | - | 0% |
| Nov, 2025 | $184030 | $63065 | 0.23% | 0.23% | - | 0% |
| Dec, 2025 | $188903 | $60662 | 2.65% | -3.81% | - | 0% |
| Jan, 2026 | $199740 | $64142 | 5.74% | 5.74% | - | 0% |
| Feb, 2026 | $210343 | $67547 | 5.31% | 5.31% | - | 0% |
| Mar, 2026 | $192164 | $61709 | -8.64% | -8.64% | - | 0% |
| Apr, 2026 | $204257 | $65592 | 6.29% | 6.29% | - | 0% |
| May, 2026 | $204257 | $63581 | 0.00% | -3.07% | - | 0% |
📝 Methodology: All returns calculated with lot-level FIFO accounting.
- Short-term capital gains (≤ 1 year): 40.8% tax rate
- Long-term capital gains (> 1 year): 23.8% tax rate
- Tax loss carryover across years
- Year-end tax payments with position liquidation if needed
- Annual returns show within-year performance (Jan-Dec)