JPMorgan Weekly DCA Accumulator
Scheduled / DCABuys a fixed $3,000 every Monday and harvests each lot at a 10% gain.
What this strategy does
JPMorgan Weekly DCA Accumulator is a scheduled / dca strategy that trades JPM on daily bars. Buys a fixed $3,000 every Monday and harvests each lot at a 10% gain.
How it performed
Backtested on real JPM market data from 2023-07-01 to 2026-06-30 (3.0 years), this run returned +18.6%, or +5.9% annualized. It closed 12 trades with a 92% win rate. Risk-adjusted, that is a Sharpe ratio of 1.60, a Sortino ratio of 2.36 and a maximum drawdown of 3.2%.
| Symbol | JPM |
|---|---|
| Bar size | daily |
| Strategy type | Scheduled / DCA |
| Backtest period | 2023-07-01 → 2026-06-30 |
| Total return | +18.6% |
| Annualized return | +5.9% |
| Sharpe ratio | 1.60 |
| Sortino ratio | 2.36 |
| Max drawdown | 3.2% |
| Win rate | 92% |
| Closed trades | 12 |
Evidence
Full backtest
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Strategy rules & configuration
Past performance does not guarantee future results. Hypothetical.