AMGN
AMGEN Inc
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
AMGN Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | -3.65% | 20.83% | 3.86% | 11.00% | 4.80% | 11.14% | 13.42% | 21.76% |
| Sharpe Ratio | -0.17 | 0.69 | 0.19 | 0.44 | 0.22 | 0.43 | 0.47 | 0.54 |
| Max Drawdown | -12.92% | -12.92% | -25.89% | -24.86% | -26.70% | -24.86% | -53.40% | -63.48% |
| % Time Invested | 61.5% | 100.0% | 73.0% | 100.0% | 79.5% | 100.0% | 62.9% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 1.6 | 0.0 | 1.6 | 0.0 | 2.1 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-01-27 | Open | Open | 100% | $346.17 | $338.02 | -2.35% | Mark-to-Market |
| 2025-09-11 | 2026-01-27 | Interest | 100% | $1.00 | $1.02 | 1.52% | Interest Income |
| 2025-05-02 | 2025-09-11 | Completed | 100% | $282.63 | $274.64 | -2.83% | Signal |
| 2025-04-09 | 2025-05-02 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-12-11 | 2025-04-09 | Completed | 100% | $265.46 | $260.73 | -1.78% | Stop |
| 2024-11-18 | 2024-12-11 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-03-25 | 2024-11-18 | Completed | 100% | $260.09 | $268.71 | 3.31% | Stop |
| 2024-03-01 | 2024-03-25 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2023-06-27 | 2024-03-01 | Completed | 100% | $205.97 | $260.16 | 26.31% | Stop |
| 2023-06-02 | 2023-06-27 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2023-02-27 | 2023-06-02 | Completed | 100% | $214.12 | $196.41 | -8.27% | Stop |
| 2023-02-02 | 2023-02-27 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2022-10-12 | 2023-02-02 | Completed | 100% | $218.98 | $219.97 | 0.45% | Stop |
| 2022-06-02 | 2022-10-12 | Interest | 100% | $1.00 | $1.01 | 1.13% | Interest Income |
| 2022-05-31 | 2022-06-02 | Completed | 100% | $226.77 | $224.65 | -0.93% | Signal |
| 2022-03-08 | 2022-05-31 | Interest | 100% | $1.00 | $1.01 | 0.60% | Interest Income |
| 2021-10-04 | 2022-03-08 | Completed | 100% | $185.71 | $206.31 | 11.09% | Signal |
| 2021-09-10 | 2021-10-04 | Interest | 100% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2020-11-20 | 2021-09-10 | Completed | 100% | $189.39 | $187.80 | -0.84% | Stop |
| 2020-10-29 | 2020-11-20 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-23 | 2020-10-29 | Completed | 100% | $157.06 | $180.03 | 14.63% | Stop |
| 2020-02-28 | 2020-03-23 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-05-15 | 2020-02-28 | Completed | 100% | $135.03 | $164.68 | 21.95% | Stop |
| 2019-04-23 | 2019-05-15 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2018-03-07 | 2019-04-23 | Completed | 100% | $148.80 | $142.87 | -3.98% | Stop |
| 2018-02-12 | 2018-03-07 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2017-06-15 | 2018-02-12 | Completed | 100% | $126.12 | $135.67 | 7.57% | Stop |
| 2017-05-23 | 2017-06-15 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2017-02-07 | 2017-05-23 | Completed | 100% | $126.45 | $117.22 | -7.30% | Stop |
| 2016-11-30 | 2017-02-07 | Interest | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 2016-11-22 | 2016-11-30 | Completed | 100% | $111.17 | $110.32 | -0.76% | Signal |
| 2016-10-31 | 2016-11-22 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2016-09-26 | 2016-10-31 | Completed | 100% | $131.03 | $110.22 | -15.88% | Stop |
| 2016-08-08 | 2016-09-26 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2015-09-17 | 2016-08-08 | Completed | 100% | $111.35 | $129.60 | 16.38% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2014-05-21 | 2015-08-25 | Completed | 100% | $80.36 | $111.94 | 39.29% | Stop |
| 2014-04-29 | 2014-05-21 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2013-06-28 | 2014-04-29 | Completed | 100% | $69.46 | $80.08 | 15.29% | Stop |
| 2013-06-06 | 2013-06-28 | Interest | 100% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2012-01-31 | 2013-06-06 | Completed | 100% | $46.77 | $66.84 | 42.91% | Stop |
| 2011-12-29 | 2012-01-31 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2011-12-22 | 2011-12-29 | Completed | 100% | $42.79 | $43.88 | 2.56% | Signal |
| 2010-09-28 | 2011-12-22 | Interest | 100% | $1.00 | $1.03 | 3.50% | Interest Income |
| 2010-06-16 | 2010-09-28 | Completed | 100% | $37.12 | $37.81 | 1.86% | Signal |
| 2010-05-24 | 2010-06-16 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2009-11-18 | 2010-05-24 | Completed | 100% | $37.86 | $35.18 | -7.08% | Stop |
| 2009-10-27 | 2009-11-18 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2009-04-07 | 2009-10-27 | Completed | 100% | $32.11 | $36.53 | 13.73% | Stop |
| 2009-02-11 | 2009-04-07 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2009-02-06 | 2009-02-11 | Completed | 100% | $38.62 | $38.85 | 0.60% | Signal |
| 2008-08-07 | 2009-02-06 | Interest | 100% | $1.00 | $1.02 | 1.63% | Interest Income |
| 2008-08-05 | 2008-08-07 | Completed | 100% | $43.15 | $42.84 | -0.72% | Signal |
| 2006-12-12 | 2008-08-05 | Interest | 100% | $1.00 | $1.07 | 7.20% | Interest Income |
| 2006-07-14 | 2006-12-12 | Completed | 100% | $44.24 | $47.20 | 6.70% | Signal |
| 2006-06-21 | 2006-07-14 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2006-02-21 | 2006-06-21 | Completed | 100% | $50.87 | $43.93 | -13.64% | Stop |
| 2006-01-27 | 2006-02-21 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2005-11-15 | 2006-01-27 | Completed | 100% | $55.33 | $48.39 | -12.54% | Stop |
| 2005-10-24 | 2005-11-15 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2005-08-17 | 2005-10-24 | Completed | 100% | $53.87 | $50.16 | -6.89% | Stop |
| 2004-10-01 | 2005-08-17 | Interest | 100% | $1.00 | $1.04 | 3.69% | Interest Income |
| 2004-05-25 | 2004-10-01 | Completed | 100% | $36.17 | $38.69 | 6.96% | Signal |
| 2004-05-03 | 2004-05-25 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2003-11-17 | 2004-05-03 | Completed | 100% | $39.98 | $38.87 | -2.79% | Stop |
| 2003-10-24 | 2003-11-17 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2003-08-01 | 2003-10-24 | Completed | 100% | $46.89 | $40.38 | -13.89% | Stop |
| 2002-08-02 | 2003-08-01 | Interest | 100% | $1.00 | $1.04 | 3.88% | Interest Income |
| 2002-08-01 | 2002-08-02 | Completed | 100% | $30.97 | $29.50 | -4.76% | Stop |
| 2001-10-23 | 2002-08-01 | Interest | 100% | $1.00 | $1.04 | 3.81% | Interest Income |
| 2001-10-12 | 2001-10-23 | Completed | 100% | $41.23 | $40.76 | -1.13% | Signal |
| 2001-09-20 | 2001-10-12 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2001-07-25 | 2001-09-20 | Completed | 100% | $38.97 | $38.22 | -1.94% | Stop |
| 2001-07-02 | 2001-07-25 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2001-04-04 | 2001-07-02 | Completed | 100% | $36.61 | $41.73 | 14.00% | Stop |
| 2001-03-13 | 2001-04-04 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2001-01-11 | 2001-03-13 | Completed | 100% | $40.92 | $42.36 | 3.51% | Stop |
| 2000-12-18 | 2001-01-11 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2000-11-21 | 2000-12-18 | Completed | 100% | $42.87 | $41.98 | -2.07% | Stop |
| 2000-10-30 | 2000-11-21 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2000-10-11 | 2000-10-30 | Completed | 100% | $40.41 | $39.70 | -1.78% | Stop |
| 2000-09-19 | 2000-10-11 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2000-08-22 | 2000-09-19 | Completed | 100% | $45.83 | $44.64 | -2.58% | Stop |
| 2000-07-31 | 2000-08-22 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2000-05-10 | 2000-07-31 | Completed | 100% | $40.20 | $45.15 | 12.30% | Stop |
| 2000-04-17 | 2000-05-10 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2000-03-30 | 2000-04-17 | Completed | 100% | $41.64 | $35.43 | -14.92% | Stop |
| 2000-03-08 | 2000-03-30 | Interest | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2000-02-22 | 2000-03-08 | Completed | 100% | $48.49 | $42.61 | -12.12% | Stop |
| 2000-01-28 | 2000-02-22 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 1999-11-18 | 2000-01-28 | Completed | 100% | $31.01 | $41.56 | 34.01% | Stop |
| 1999-10-27 | 1999-11-18 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1999-07-06 | 1999-10-27 | Completed | 100% | $20.63 | $25.89 | 25.51% | Stop |
| 1999-06-11 | 1999-07-06 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1999-05-10 | 1999-06-11 | Completed | 100% | $21.52 | $18.35 | -14.73% | Stop |
| 1999-04-16 | 1999-05-10 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 1998-10-13 | 1999-04-16 | Completed | 100% | $12.19 | $23.46 | 92.54% | Stop |
| 1998-05-21 | 1998-10-13 | Interest | 100% | $1.00 | $1.02 | 2.04% | Interest Income |
| 1998-05-19 | 1998-05-21 | Completed | 100% | $10.63 | $10.44 | -1.79% | Signal |
| 1997-09-15 | 1998-05-19 | Interest | 100% | $1.00 | $1.04 | 3.85% | Interest Income |
| 1997-09-05 | 1997-09-15 | Completed | 100% | $8.42 | $8.12 | -3.64% | Signal |
| 1997-08-13 | 1997-09-05 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 1997-07-24 | 1997-08-13 | Completed | 100% | $10.44 | $8.73 | -16.40% | Stop |
| 1997-07-01 | 1997-07-24 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 1997-01-24 | 1997-07-01 | Completed | 100% | $9.41 | $9.82 | 4.38% | Stop |
| 1997-01-02 | 1997-01-24 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 1996-07-31 | 1997-01-02 | Completed | 100% | $9.24 | $9.24 | 0.00% | Stop |
| 1996-07-09 | 1996-07-31 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1996-05-03 | 1996-07-09 | Completed | 100% | $9.11 | $8.73 | -4.18% | Stop |
| 1996-04-11 | 1996-05-03 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 1995-11-16 | 1996-04-11 | Completed | 100% | $8.16 | $9.05 | 10.88% | Stop |
| 1995-10-25 | 1995-11-16 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1994-10-14 | 1995-10-25 | Completed | 100% | $4.51 | $7.38 | 63.47% | Stop |
| 1993-05-19 | 1994-10-14 | Interest | 100% | $1.00 | $1.09 | 9.08% | Interest Income |
| 1993-03-04 | 1993-05-19 | Completed | 100% | $3.13 | $3.26 | 4.05% | Signal |
| 1993-02-09 | 1993-03-04 | Interest | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 1993-01-29 | 1993-02-09 | Completed | 100% | $4.99 | $4.31 | -13.56% | Stop |
| 1993-01-07 | 1993-01-29 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 1992-10-28 | 1993-01-07 | Completed | 100% | $5.52 | $5.69 | 3.07% | Stop |
| 1992-10-06 | 1992-10-28 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 1992-05-04 | 1992-10-06 | Completed | 100% | $4.67 | $5.05 | 8.14% | Stop |
| 1992-04-09 | 1992-05-04 | Interest | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 1992-03-05 | 1992-04-09 | Completed | 100% | $5.41 | $4.88 | -9.77% | Stop |
| 1992-02-11 | 1992-03-05 | Interest | 100% | $1.00 | $1.00 | 0.45% | Interest Income |
| 1991-12-11 | 1992-02-11 | Completed | 100% | $5.31 | $5.62 | 5.98% | Stop |
| 1991-11-18 | 1991-12-11 | Interest | 100% | $1.00 | $1.00 | 0.45% | Interest Income |
| 1991-06-10 | 1991-11-18 | Completed | 100% | $3.28 | $4.40 | 34.19% | Stop |
| 1991-05-16 | 1991-06-10 | Interest | 100% | $1.00 | $1.00 | 0.50% | Interest Income |
| 1990-11-05 | 1991-05-16 | Completed | 100% | $1.36 | $3.30 | 142.49% | Stop |
| 1990-10-12 | 1990-11-05 | Interest | 100% | $1.00 | $1.01 | 0.53% | Interest Income |
| 1990-09-18 | 1990-10-12 | Completed | 100% | $1.39 | $1.21 | -12.69% | Stop |
| 1990-08-24 | 1990-09-18 | Interest | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 1990-02-27 | 1990-08-24 | Completed | 100% | $0.80 | $1.18 | 47.37% | Stop |
| 1990-02-02 | 1990-02-27 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 1990-01-12 | 1990-02-02 | Completed | 100% | $0.72 | $0.62 | -13.02% | Stop |
| 1989-12-19 | 1990-01-12 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1989-09-05 | 1989-12-19 | Completed | 100% | $0.57 | $0.72 | 26.40% | Stop |
| 1989-08-11 | 1989-09-05 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1989-05-04 | 1989-08-11 | Completed | 100% | $0.56 | $0.55 | -1.27% | Stop |
| 1988-08-30 | 1989-05-04 | Interest | 100% | $1.00 | $1.05 | 5.32% | Interest Income |
| 1988-07-26 | 1988-08-30 | Completed | 100% | $0.38 | $0.45 | 18.69% | Signal |
| 1988-07-01 | 1988-07-26 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1988-04-28 | 1988-07-01 | Completed | 100% | $0.41 | $0.38 | -6.03% | Stop |
| 1988-04-06 | 1988-04-28 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-12-16 | 1988-04-06 | Completed | 100% | $0.39 | $0.43 | 8.93% | Stop |
| 1987-11-23 | 1987-12-16 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-11-10 | 1987-11-23 | Completed | 100% | $0.37 | $0.32 | -11.96% | Stop |
| 1987-10-19 | 1987-11-10 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-07-27 | 1987-10-19 | Completed | 100% | $0.39 | $0.39 | 1.82% | Stop |
| 1987-07-02 | 1987-07-27 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-06-24 | 1987-07-02 | Completed | 100% | $0.55 | $0.45 | -18.47% | Stop |
| 1987-06-02 | 1987-06-24 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-04-27 | 1987-06-02 | Completed | 100% | $0.53 | $0.54 | 0.66% | Stop |
| 1987-04-02 | 1987-04-27 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-01-08 | 1987-04-02 | Completed | 100% | $0.39 | $0.54 | 36.16% | Stop |
| 1986-12-15 | 1987-01-08 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-12-02 | 1986-12-15 | Completed | 100% | $0.32 | $0.28 | -13.74% | Stop |
| 1986-11-07 | 1986-12-02 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-10-01 | 1986-11-07 | Completed | 100% | $0.25 | $0.26 | 6.43% | Stop |
| 1986-09-09 | 1986-10-01 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-08-27 | 1986-09-09 | Completed | 100% | $0.31 | $0.24 | -22.60% | Stop |
| 1986-08-05 | 1986-08-27 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-07-25 | 1986-08-05 | Completed | 100% | $0.36 | $0.30 | -15.27% | Stop |
| 1986-07-02 | 1986-07-25 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-05-05 | 1986-07-02 | Completed | 100% | $0.36 | $0.34 | -4.90% | Stop |
| 1986-04-11 | 1986-05-05 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1985-12-30 | 1986-04-11 | Completed | 100% | $0.19 | $0.33 | 72.48% | Stop |
| 1985-12-05 | 1985-12-30 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1985-10-09 | 1985-12-05 | Completed | 100% | $0.12 | $0.20 | 69.70% | Stop |
| 1985-08-26 | 1985-10-09 | Interest | 100% | $1.00 | $1.01 | 0.88% | Interest Income |
Return Distribution Analysis
