JPMorgan Weekly DCA Accumulator
Scheduled / DCABuys a fixed $3,000 every Monday and harvests each lot at a 10% gain.
Strategy
Backtest
JPM
Execution costs: 0.010% fee · 0.020% slippage
Total Return(2y 11mo)
+22.43%
Realized +21.52% / Unrealized +0.91%
Sharpe Ratio
1.63
Max Drawdown
3.17%
Win Rate
73.33%
Profit Factor
7.27
Condition Status
Entry0/1 met
calendar_schedule: every 1w
Exit0/1 met
fixed_targets: bars_in_position >= 6026.00 vs 60.00
Recent Trades
| DIRECTION | ENTRY | EXIT | QTY | PNL | PNL % | FEES | ORDER | EXIT REASON | DURATION | BARS HELD | MAE % | MFE % | ENTRY REASON | OVERLAY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
buy | $144.969 | $148.57 | 20.4625 | +$73.10 | +2.46% | $0.59 | Market | fixed_targets | 86d | 61 | 2.43% | 9.94% | Signal | 100% |
buy | $146.364 | $148.57 | 20.6597 | +$44.98 | +1.49% | $0.60 | Market | fixed_targets | 80d | 57 | 2.54% | 8.89% | Signal | 100% |
buy | $153.411 | $148.57 | 19.5631 | $-95.29 | -3.18% | $0.60 | Market | fixed_targets | 73d | 52 | 7.01% | 3.89% | Signal | 100% |
buy | $157.331 | $148.57 | 18.9861 | $-166.94 | -5.59% | $0.60 | Market | fixed_targets | 66d | 47 | 9.33% | 1.30% | Signal | 100% |
buy | $157.461 | $148.57 | 18.9885 | $-169.43 | -5.67% | $0.60 | Market | fixed_targets | 59d | 42 | 9.41% | 0.34% | Signal | 100% |
buy | $154.351 | $148.57 | 19.1314 | $-111.18 | -3.77% | $0.59 | Market | fixed_targets | 52d | 37 | 7.58% | 1.06% | Signal | 100% |
buy | $152.881 | $148.57 | 19.3811 | $-84.13 | -2.84% | $0.59 | Market | fixed_targets | 45d | 32 | 6.69% | 0.25% | Signal | 100% |
buy | $149.29 | $148.57 | 20.0655 | $-15.03 | -0.50% | $0.60 | Market | fixed_targets | 38d | 27 | 4.45% | 0.64% | Signal | 100% |
buy | $147.74 | $148.57 | 20.3348 | +$16.30 | +0.54% | $0.60 | Market | fixed_targets | 31d | 22 | 3.44% | 1.70% | Signal | 100% |
buy | $144.729 | $148.57 | 20.6612 | +$78.77 | +2.63% | $0.60 | Market | fixed_targets | 23d | 17 | 1.44% | 3.81% | Signal | 100% |
Showing 1–10 of 157 trades
Past performance does not guarantee future results. Hypothetical.