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DASHBOARDS: Portfolio Hub Market Pulse Performance

AMGN

Amgen Inc
TREND FOLLOWING PERFORMANCE HISTORY
2026-07-26
Executive Summary
The quantitative backtest for AMGN (Amgen Inc) using the Moving Average (50/200)* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -69.7% (compared to the benchmark's drawdown of -63.5%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 8.4%, compared to a Buy-and-Hold benchmark return of 22.0%. The strategy executed 95 total trades.

* Moving Average (50/200): Classic Moving Average Crossover (e.g., 50-day crossing 200-day). The foundational basis of research-grade trend following.

AMGN Quality Metrics & KPI Summary

Metric1Y5Y10YFull History
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
CAGR5.91%25.56%1.30%12.44%-0.07%11.77%8.38%21.96%
Sharpe Ratio0.240.850.070.49-0.000.450.310.55
Max Drawdown-18.69%-16.57%-30.59%-24.86%-33.01%-24.86%-69.66%-63.48%
% Time Invested86.1%100.0%65.7%100.0%69.5%100.0%59.5%100.0%
Trades / Year2.00.02.00.01.90.02.30.0

Cumulative Growth Performance

Return Distribution Analysis

Return Distribution

Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
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2025-11-21 2026-05-04 Completed 100% $330.07 $323.59 -2.01% Stop
2025-10-30 2025-11-21 Interest (CASH) 100% $1.00 $1.00 0.25% Interest Income
2025-07-29 2025-10-30 Completed 100% $292.33 $284.39 -2.77% Signal
2025-05-07 2025-07-29 Interest (CASH) 100% $1.00 $1.01 0.96% Interest Income
2025-04-17 2025-05-07 Completed 100% $266.60 $261.78 -1.86% Signal
2025-03-26 2025-04-17 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
2025-03-11 2025-03-26 Completed 100% $316.41 $294.89 -6.85% Stop
2024-12-16 2025-03-11 Interest (CASH) 100% $1.00 $1.01 0.95% Interest Income
2024-12-11 2024-12-16 Completed 100% $263.47 $258.33 -2.00% Signal
2024-11-18 2024-12-11 Interest (CASH) 100% $1.00 $1.00 0.28% Interest Income
2024-03-25 2024-11-18 Completed 100% $258.14 $266.70 3.26% Stop
2024-03-01 2024-03-25 Interest (CASH) 100% $1.00 $1.00 0.34% Interest Income
2023-09-08 2024-03-01 Completed 100% $235.13 $258.21 9.76% Stop
2023-04-27 2023-09-08 Interest (CASH) 100% $1.00 $1.02 1.95% Interest Income
2023-04-06 2023-04-27 Completed 100% $229.80 $216.14 -5.99% Stop
2023-03-13 2023-04-06 Interest (CASH) 100% $1.00 $1.00 0.34% Interest Income
2023-02-27 2023-03-13 Completed 100% $212.51 $208.86 -1.77% Signal
2023-02-02 2023-02-27 Interest (CASH) 100% $1.00 $1.00 0.30% Interest Income
2022-02-16 2023-02-02 Completed 100% $195.67 $218.32 11.52% Stop
2021-09-07 2022-02-16 Interest (CASH) 100% $1.00 $1.00 0.04% Interest Income
2021-02-18 2021-09-07 Completed 100% $199.73 $191.98 -3.93% Signal
2020-12-16 2021-02-18 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2020-11-20 2020-12-16 Completed 100% $187.97 $193.67 2.98% Signal
2020-10-29 2020-11-20 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2020-03-23 2020-10-29 Completed 100% $155.88 $178.68 14.57% Stop
2020-02-28 2020-03-23 Interest (CASH) 100% $1.00 $1.00 0.03% Interest Income
2019-08-23 2020-02-28 Completed 100% $165.32 $163.44 -1.19% Stop
2019-03-07 2019-08-23 Interest (CASH) 100% $1.00 $1.01 1.06% Interest Income
2018-06-28 2019-03-07 Completed 100% $143.67 $146.59 1.98% Signal
2018-05-09 2018-06-28 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
2018-03-07 2018-05-09 Completed 100% $147.69 $131.32 -11.13% Signal
2018-02-12 2018-03-07 Interest (CASH) 100% $1.00 $1.00 0.10% Interest Income
2017-06-15 2018-02-12 Completed 100% $125.18 $134.66 7.52% Stop
2017-05-23 2017-06-15 Interest (CASH) 100% $1.00 $1.00 0.06% Interest Income
2017-02-27 2017-05-23 Completed 100% $131.82 $116.35 -11.79% Stop
2016-11-29 2017-02-27 Interest (CASH) 100% $1.00 $1.00 0.12% Interest Income
2016-11-22 2016-11-29 Completed 100% $110.34 $109.24 -1.04% Signal
2016-10-31 2016-11-22 Interest (CASH) 100% $1.00 $1.00 0.03% Interest Income
2016-05-27 2016-10-31 Completed 100% $115.93 $109.40 -5.68% Stop
2016-05-05 2016-05-27 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2016-04-21 2016-05-05 Completed 100% $119.77 $113.64 -5.16% Stop
2016-02-10 2016-04-21 Interest (CASH) 100% $1.00 $1.00 0.05% Interest Income
2015-12-18 2016-02-10 Completed 100% $117.52 $106.32 -9.57% Signal
2015-10-01 2015-12-18 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2015-09-17 2015-10-01 Completed 100% $110.52 $100.94 -8.71% Signal
2015-08-25 2015-09-17 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2014-07-14 2015-08-25 Completed 100% $85.99 $111.10 29.13% Stop
2014-06-10 2014-07-14 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2014-05-21 2014-06-10 Completed 100% $79.76 $82.38 3.23% Signal
2014-04-29 2014-05-21 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2013-06-28 2014-04-29 Completed 100% $68.94 $79.48 15.23% Stop
2013-06-06 2013-06-28 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2011-10-26 2013-06-06 Completed 100% $38.37 $66.33 72.78% Stop
2011-08-05 2011-10-26 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2011-05-17 2011-08-05 Completed 100% $40.21 $34.79 -13.52% Stop
2011-03-14 2011-05-17 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2011-01-27 2011-03-14 Completed 100% $37.90 $35.70 -5.86% Signal
2011-01-04 2011-01-27 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2010-12-31 2011-01-04 Completed 100% $37.24 $37.44 0.49% Signal
2010-12-08 2010-12-31 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2010-11-16 2010-12-08 Completed 100% $36.30 $35.61 -1.97% Signal
2010-05-24 2010-11-16 Interest (CASH) 100% $1.00 $1.00 0.07% Interest Income
2010-04-09 2010-05-24 Completed 100% $40.45 $34.92 -13.73% Stop
2010-03-17 2010-04-09 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2009-11-18 2010-03-17 Completed 100% $37.57 $38.51 2.43% Signal
2009-10-27 2009-11-18 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2009-07-30 2009-10-27 Completed 100% $42.74 $36.25 -15.23% Stop
2009-03-02 2009-07-30 Interest (CASH) 100% $1.00 $1.00 0.08% Interest Income
2008-12-16 2009-03-02 Completed 100% $38.86 $32.44 -16.56% Stop
2008-11-21 2008-12-16 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2008-10-22 2008-11-21 Completed 100% $34.49 $34.61 0.28% Stop
2008-09-30 2008-10-22 Interest (CASH) 100% $1.00 $1.00 0.04% Interest Income
2008-07-31 2008-09-30 Completed 100% $41.57 $38.43 -7.60% Stop
2007-02-28 2008-07-31 Interest (CASH) 100% $1.00 $1.05 4.76% Interest Income
2006-10-24 2007-02-28 Completed 100% $50.55 $43.64 -13.72% Stop
2006-03-10 2006-10-24 Interest (CASH) 100% $1.00 $1.03 3.05% Interest Income
2006-02-21 2006-03-10 Completed 100% $50.49 $49.20 -2.60% Signal
2006-01-27 2006-02-21 Interest (CASH) 100% $1.00 $1.00 0.28% Interest Income
2005-11-15 2006-01-27 Completed 100% $54.91 $48.03 -12.59% Stop
2005-10-24 2005-11-15 Interest (CASH) 100% $1.00 $1.00 0.25% Interest Income
2005-06-16 2005-10-24 Completed 100% $40.32 $49.79 23.41% Stop
2005-05-04 2005-06-16 Interest (CASH) 100% $1.00 $1.00 0.35% Interest Income
2004-12-01 2005-05-04 Completed 100% $40.28 $39.39 -2.25% Signal
2003-11-28 2004-12-01 Interest (CASH) 100% $1.00 $1.01 1.29% Interest Income
2003-11-14 2003-11-28 Completed 100% $39.91 $38.37 -3.90% Signal
2003-10-23 2003-11-14 Interest (CASH) 100% $1.00 $1.00 0.06% Interest Income
2002-12-17 2003-10-23 Completed 100% $33.70 $40.27 19.42% Stop
2002-08-02 2002-12-17 Interest (CASH) 100% $1.00 $1.01 0.57% Interest Income
2002-08-01 2002-08-02 Completed 100% $30.74 $29.28 -4.81% Stop
2001-03-13 2002-08-01 Interest (CASH) 100% $1.00 $1.03 3.47% Interest Income
2001-03-05 2001-03-13 Completed 100% $48.17 $42.04 -12.76% Stop
2000-11-24 2001-03-05 Interest (CASH) 100% $1.00 $1.01 1.42% Interest Income
2000-11-21 2000-11-24 Completed 100% $42.54 $43.97 3.30% Signal
2000-10-30 2000-11-21 Interest (CASH) 100% $1.00 $1.00 0.39% Interest Income
2000-10-11 2000-10-30 Completed 100% $40.11 $39.40 -1.83% Stop
2000-09-19 2000-10-11 Interest (CASH) 100% $1.00 $1.00 0.38% Interest Income
2000-08-22 2000-09-19 Completed 100% $45.48 $44.31 -2.63% Stop
2000-07-31 2000-08-22 Interest (CASH) 100% $1.00 $1.00 0.39% Interest Income
2000-05-10 2000-07-31 Completed 100% $39.90 $44.81 12.25% Stop
2000-04-17 2000-05-10 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
2000-03-30 2000-04-17 Completed 100% $41.33 $35.16 -14.97% Stop
2000-03-08 2000-03-30 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
2000-02-22 2000-03-08 Completed 100% $48.13 $42.29 -12.16% Stop
2000-01-28 2000-02-22 Interest (CASH) 100% $1.00 $1.00 0.35% Interest Income
1999-11-18 2000-01-28 Completed 100% $30.78 $41.24 33.95% Stop
1999-10-27 1999-11-18 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1999-07-06 1999-10-27 Completed 100% $20.48 $25.70 25.45% Stop
1999-06-11 1999-07-06 Interest (CASH) 100% $1.00 $1.00 0.29% Interest Income
1999-05-10 1999-06-11 Completed 100% $21.36 $18.21 -14.78% Stop
1999-04-16 1999-05-10 Interest (CASH) 100% $1.00 $1.00 0.28% Interest Income
1998-11-02 1999-04-16 Completed 100% $13.20 $23.29 76.38% Stop
1998-10-09 1998-11-02 Interest (CASH) 100% $1.00 $1.00 0.25% Interest Income
1998-09-23 1998-10-09 Completed 100% $12.57 $12.04 -4.22% Stop
1998-08-31 1998-09-23 Interest (CASH) 100% $1.00 $1.00 0.30% Interest Income
1998-03-20 1998-08-31 Completed 100% $10.23 $10.93 6.82% Stop
1997-08-13 1998-03-20 Interest (CASH) 100% $1.00 $1.03 3.08% Interest Income
1997-07-24 1997-08-13 Completed 100% $10.36 $8.66 -16.44% Stop
1997-07-01 1997-07-24 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1997-03-24 1997-07-01 Completed 100% $10.05 $9.74 -3.08% Stop
1997-01-02 1997-03-24 Interest (CASH) 100% $1.00 $1.01 1.13% Interest Income
1996-09-30 1997-01-02 Completed 100% $10.55 $9.17 -13.16% Stop
1996-08-12 1996-09-30 Interest (CASH) 100% $1.00 $1.01 0.69% Interest Income
1996-07-31 1996-08-12 Completed 100% $9.17 $9.31 1.55% Signal
1996-07-09 1996-07-31 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
1996-05-03 1996-07-09 Completed 100% $9.04 $8.66 -4.22% Stop
1996-04-11 1996-05-03 Interest (CASH) 100% $1.00 $1.00 0.31% Interest Income
1995-11-16 1996-04-11 Completed 100% $8.10 $8.98 10.83% Stop
1995-10-25 1995-11-16 Interest (CASH) 100% $1.00 $1.00 0.34% Interest Income
1994-06-27 1995-10-25 Completed 100% $3.55 $7.32 106.41% Stop
1994-04-08 1994-06-27 Interest (CASH) 100% $1.00 $1.01 0.87% Interest Income
1994-02-28 1994-04-08 Completed 100% $3.40 $3.23 -4.99% Signal
1994-02-03 1994-02-28 Interest (CASH) 100% $1.00 $1.00 0.21% Interest Income
1993-11-02 1994-02-03 Completed 100% $3.82 $3.67 -3.89% Stop
1993-02-09 1993-11-02 Interest (CASH) 100% $1.00 $1.02 2.23% Interest Income
1993-01-29 1993-02-09 Completed 100% $4.95 $4.28 -13.60% Stop
1993-01-07 1993-01-29 Interest (CASH) 100% $1.00 $1.00 0.19% Interest Income
1992-10-28 1993-01-07 Completed 100% $5.48 $5.64 3.01% Stop
1992-10-06 1992-10-28 Interest (CASH) 100% $1.00 $1.00 0.19% Interest Income
1992-08-21 1992-10-06 Completed 100% $5.48 $5.01 -8.47% Stop
1992-05-12 1992-08-21 Interest (CASH) 100% $1.00 $1.01 0.97% Interest Income
1992-05-04 1992-05-12 Completed 100% $4.64 $4.45 -4.12% Signal
1992-04-09 1992-05-04 Interest (CASH) 100% $1.00 $1.00 0.23% Interest Income
1992-03-05 1992-04-09 Completed 100% $5.37 $4.85 -9.81% Stop
1992-02-11 1992-03-05 Interest (CASH) 100% $1.00 $1.00 0.25% Interest Income
1991-12-11 1992-02-11 Completed 100% $5.27 $5.58 5.92% Stop
1991-11-18 1991-12-11 Interest (CASH) 100% $1.00 $1.00 0.28% Interest Income
1991-06-10 1991-11-18 Completed 100% $3.25 $4.36 34.13% Stop
1991-05-16 1991-06-10 Interest (CASH) 100% $1.00 $1.00 0.35% Interest Income
1990-11-05 1991-05-16 Completed 100% $1.35 $3.27 142.37% Stop
1990-10-12 1990-11-05 Interest (CASH) 100% $1.00 $1.00 0.45% Interest Income
1990-09-18 1990-10-12 Completed 100% $1.38 $1.20 -12.73% Stop
1990-08-24 1990-09-18 Interest (CASH) 100% $1.00 $1.00 0.47% Interest Income
1990-02-27 1990-08-24 Completed 100% $0.80 $1.17 47.29% Stop
1990-02-02 1990-02-27 Interest (CASH) 100% $1.00 $1.00 0.49% Interest Income
1990-01-12 1990-02-02 Completed 100% $0.71 $0.62 -13.07% Stop
1989-12-19 1990-01-12 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1989-09-05 1989-12-19 Completed 100% $0.56 $0.71 26.33% Stop
1989-08-11 1989-09-05 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1989-05-12 1989-08-11 Completed 100% $0.57 $0.55 -3.75% Stop
1989-04-20 1989-05-12 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1988-12-02 1989-04-20 Completed 100% $0.44 $0.54 22.16% Stop
1988-11-09 1988-12-02 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1988-10-03 1988-11-09 Completed 100% $0.45 $0.40 -11.67% Stop
1988-05-25 1988-10-03 Interest (CASH) 100% $1.00 $1.03 2.73% Interest Income
1988-04-28 1988-05-25 Completed 100% $0.41 $0.38 -5.22% Signal
1988-04-06 1988-04-28 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1988-02-23 1988-04-06 Completed 100% $0.46 $0.43 -6.92% Stop
1988-01-11 1988-02-23 Interest (CASH) 100% $1.00 $1.01 0.90% Interest Income
1988-01-08 1988-01-11 Completed 100% $0.48 $0.44 -8.80% Stop
1987-08-25 1988-01-08 Interest (CASH) 100% $1.00 $1.03 2.85% Interest Income
1987-07-27 1987-08-25 Completed 100% $0.38 $0.42 8.58% Signal
1987-07-02 1987-07-27 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1987-06-24 1987-07-02 Completed 100% $0.55 $0.45 -18.51% Stop
1987-06-02 1987-06-24 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1987-04-27 1987-06-02 Completed 100% $0.53 $0.53 0.61% Stop
1987-04-02 1987-04-27 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1987-01-09 1987-04-02 Completed 100% $0.39 $0.53 35.49% Stop
1986-10-08 1987-01-09 Interest (CASH) 100% $1.00 $1.02 1.93% Interest Income
1986-10-01 1986-10-08 Completed 100% $0.24 $0.25 2.09% Signal
1986-09-09 1986-10-01 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1986-08-27 1986-09-09 Completed 100% $0.31 $0.24 -22.64% Stop
1986-08-05 1986-08-27 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1986-07-25 1986-08-05 Completed 100% $0.35 $0.30 -15.31% Stop
1986-07-02 1986-07-25 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1986-05-05 1986-07-02 Completed 100% $0.36 $0.34 -4.95% Stop
1986-04-11 1986-05-05 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1985-12-30 1986-04-11 Completed 100% $0.19 $0.33 72.39% Stop
1985-12-05 1985-12-30 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1985-08-28 1985-12-05 Completed 100% $0.11 $0.20 74.91% Stop
1985-08-26 1985-08-28 Interest (CASH) 100% $1.00 $1.00 0.03% Interest Income