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SMAM REIT Index ETF backtest

10 trend-following strategies were compared on the full daily history of SMAM REIT Index ETF. 6 beat buy-and-hold CAGR; Keltner 채널 돌파 ranks first by Sharpe, matching the main backtester. The return/drawdown alternative is ROC 모멘텀 (CAGR 0.3%, MDD -0.5%).

Data 2015-03-23 ~ 2026-07-31daily bars 2,795 (11.4 years)Costs 0.5%Venue TSEMonthly snapshot 2026-07-31

Results by strategy

6 of 10 beat buy and hold (CAGR 0.3%, drawdown -48.7%).

Sharpe leader (same as main): Keltner 채널 돌파 — CAGR 2.0%, MDD -13.4%, Sharpe 0.42, 24% exposure.

CAGR reference leader: SMA 크로스오버 — CAGR 3.6%, MDD -14.9%, exposure 51%.

Return/drawdown alternative: ROC 모멘텀 — CAGR is 1.7%p higher than buy and hold, while drawdown improves by 35.3%p (CAGR 0.3%, MDD -0.5%, exposure 0%).

The alternative must retain 75% of buy-and-hold CAGR, improve drawdown by at least 20% and 5 percentage points, and stay below 95% exposure; the ranking weights return retention 60% and drawdown improvement 40%.

Strategy · parametersCAGRMDDSharpeCalmarTotalTradesExposure
Keltner 채널 돌파
emaPeriod=72, atrPeriod=23, mult=4
2.0%-13.4%0.420.151.2x1824%
SMA 크로스오버
fast=58, slow=138
3.6%-14.9%0.400.241.5x1851%
볼린저 밴드 돌파
n=58, k=3.2
0.7%-6.1%0.380.111.1x24%
ROC 모멘텀
n=19, threshold=0.12
0.3%-0.5%0.360.511.0x60%
Donchian 채널 돌파
entryN=108, exitN=37
1.9%-19.0%0.290.101.2x1637%
ADX / DI 방향성
period=39, threshold=30
0.4%-4.8%0.220.081.0x43%
EMA 크로스오버
fast=34, slow=63
0.4%-28.9%0.090.011.0x3051%
Supertrend
period=27, mult=3.5
-3.2%-38.3%-0.21-0.080.7x7958%
Parabolic SAR
step=0.01, maxStep=0.08
-5.1%-53.0%-0.36-0.100.6x13158%
MACD
fast=21, slow=31, signal=18
-7.3%-60.7%-0.66-0.120.4x13750%
Buy and hold0.3%-48.7%0.120.011.0x1100%
1x 2016 2018 2020 2022 2024 2026 SMA 크로스오버Keltner 채널 돌파Buy and hold
Keltner 채널 돌파 (Sharpe leader), SMA 크로스오버 (CAGR reference), Buy and hold.
0% -12% -24% -37% -49% 2016 2018 2020 2022 2024 2026 Buy and holdSMA 크로스오버Keltner 채널 돌파
Keltner 채널 돌파 maximum drawdown -13.4% (2021-08-05 → 2025-06-16), recovered after 1,624 days.

Rules of the top strategy

Breaking above the channel top (average plus a multiple of volatility) signals an upside breakout.

Method and caveats

Past performance does not guarantee future returns. Parameters were selected on the same full-history sample using sharpe over 40 trials per strategy, so results contain in-sample bias. 0.5% trading costs are included; taxes, slippage and rejected orders are not.
Re-run the same setupAll asset reports

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