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 | -5.65% | 20.83% | 1.89% | 11.00% | 0.81% | 11.14% | 9.43% | 21.76% |
| Sharpe Ratio | -0.27 | 0.69 | 0.10 | 0.44 | 0.04 | 0.43 | 0.35 | 0.54 |
| Max Drawdown | -14.29% | -12.92% | -31.29% | -24.86% | -32.05% | -24.86% | -67.03% | -63.48% |
| % Time Invested | 71.4% | 100.0% | 65.9% | 100.0% | 69.2% | 100.0% | 59.3% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 1.8 | 0.0 | 1.9 | 0.0 | 2.3 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-11-21 | Open | Open | 100% | $332.57 | $338.02 | 1.64% | Mark-to-Market |
| 2025-10-30 | 2025-11-21 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-07-29 | 2025-10-30 | Completed | 100% | $294.54 | $286.54 | -2.72% | Signal |
| 2025-05-07 | 2025-07-29 | Interest | 100% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2025-04-07 | 2025-05-07 | Completed | 100% | $278.94 | $263.76 | -5.44% | Signal |
| 2025-03-13 | 2025-04-07 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2025-03-11 | 2025-03-13 | Completed | 100% | $318.80 | $304.12 | -4.60% | Signal |
| 2024-12-16 | 2025-03-11 | Interest | 100% | $1.00 | $1.01 | 0.98% | Interest Income |
| 2024-12-11 | 2024-12-16 | Completed | 100% | $265.46 | $260.29 | -1.95% | Signal |
| 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 |
| 2023-09-08 | 2024-03-01 | Completed | 100% | $236.91 | $260.16 | 9.82% | Stop |
| 2023-04-11 | 2023-09-08 | Interest | 100% | $1.00 | $1.02 | 1.56% | Interest Income |
| 2023-04-06 | 2023-04-11 | Completed | 100% | $231.54 | $228.86 | -1.16% | Signal |
| 2023-03-13 | 2023-04-06 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2023-02-27 | 2023-03-13 | Completed | 100% | $214.12 | $210.44 | -1.72% | Signal |
| 2023-02-02 | 2023-02-27 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2022-02-16 | 2023-02-02 | Completed | 100% | $197.15 | $219.97 | 11.58% | Stop |
| 2021-09-07 | 2022-02-16 | Interest | 100% | $1.00 | $1.01 | 0.71% | Interest Income |
| 2021-02-18 | 2021-09-07 | Completed | 100% | $201.24 | $193.43 | -3.88% | Signal |
| 2020-12-16 | 2021-02-18 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-11-20 | 2020-12-16 | Completed | 100% | $189.39 | $195.14 | 3.03% | Signal |
| 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 |
| 2019-08-23 | 2020-02-28 | Completed | 100% | $166.57 | $164.68 | -1.14% | Stop |
| 2019-03-07 | 2019-08-23 | Interest | 100% | $1.00 | $1.01 | 1.04% | Interest Income |
| 2018-06-28 | 2019-03-07 | Completed | 100% | $144.76 | $147.70 | 2.03% | Signal |
| 2018-05-09 | 2018-06-28 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2018-03-07 | 2018-05-09 | Completed | 100% | $148.80 | $132.31 | -11.08% | Signal |
| 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 |
| 2017-02-27 | 2017-05-23 | Completed | 100% | $132.82 | $117.22 | -11.74% | Stop |
| 2016-11-29 | 2017-02-27 | Interest | 100% | $1.00 | $1.01 | 0.58% | Interest Income |
| 2016-11-22 | 2016-11-29 | Completed | 100% | $111.17 | $110.07 | -0.99% | Signal |
| 2016-10-31 | 2016-11-22 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2016-05-17 | 2016-10-31 | Completed | 100% | $114.00 | $110.22 | -3.31% | Stop |
| 2016-04-25 | 2016-05-17 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2016-04-21 | 2016-04-25 | Completed | 100% | $120.67 | $121.20 | 0.44% | Signal |
| 2016-02-10 | 2016-04-21 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2015-12-18 | 2016-02-10 | Completed | 100% | $118.41 | $107.13 | -9.53% | Signal |
| 2015-10-01 | 2015-12-18 | Interest | 100% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2015-09-17 | 2015-10-01 | Completed | 100% | $111.35 | $101.70 | -8.67% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2014-07-14 | 2015-08-25 | Completed | 100% | $86.64 | $111.94 | 29.19% | Stop |
| 2014-06-10 | 2014-07-14 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2014-05-21 | 2014-06-10 | Completed | 100% | $80.36 | $83.00 | 3.28% | Signal |
| 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 |
| 2011-10-26 | 2013-06-06 | Completed | 100% | $38.66 | $66.84 | 72.87% | Stop |
| 2011-08-05 | 2011-10-26 | Interest | 100% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2011-05-17 | 2011-08-05 | Completed | 100% | $40.51 | $35.05 | -13.47% | Stop |
| 2011-03-14 | 2011-05-17 | Interest | 100% | $1.00 | $1.01 | 0.59% | Interest Income |
| 2011-01-27 | 2011-03-14 | Completed | 100% | $38.19 | $35.97 | -5.81% | Signal |
| 2011-01-04 | 2011-01-27 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-12-31 | 2011-01-04 | Completed | 100% | $37.52 | $37.72 | 0.54% | Signal |
| 2010-12-08 | 2010-12-31 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-11-16 | 2010-12-08 | Completed | 100% | $36.58 | $35.88 | -1.92% | Signal |
| 2010-05-24 | 2010-11-16 | Interest | 100% | $1.00 | $1.01 | 1.37% | Interest Income |
| 2010-04-09 | 2010-05-24 | Completed | 100% | $40.76 | $35.18 | -13.69% | Stop |
| 2010-03-17 | 2010-04-09 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2009-11-18 | 2010-03-17 | Completed | 100% | $37.86 | $38.80 | 2.48% | Signal |
| 2009-10-27 | 2009-11-18 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2009-07-30 | 2009-10-27 | Completed | 100% | $43.07 | $36.53 | -15.19% | Stop |
| 2009-03-02 | 2009-07-30 | Interest | 100% | $1.00 | $1.01 | 1.35% | Interest Income |
| 2008-12-16 | 2009-03-02 | Completed | 100% | $39.16 | $32.69 | -16.51% | Stop |
| 2008-11-21 | 2008-12-16 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2008-10-22 | 2008-11-21 | Completed | 100% | $34.75 | $34.87 | 0.33% | Stop |
| 2008-09-30 | 2008-10-22 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2008-07-31 | 2008-09-30 | Completed | 100% | $41.89 | $38.72 | -7.56% | Stop |
| 2007-02-28 | 2008-07-31 | Interest | 100% | $1.00 | $1.06 | 6.16% | Interest Income |
| 2006-10-24 | 2007-02-28 | Completed | 100% | $50.93 | $43.97 | -13.68% | Stop |
| 2006-03-10 | 2006-10-24 | Interest | 100% | $1.00 | $1.03 | 3.06% | Interest Income |
| 2006-02-21 | 2006-03-10 | Completed | 100% | $50.87 | $49.57 | -2.55% | Signal |
| 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 |
| 2005-06-16 | 2005-10-24 | Completed | 100% | $40.62 | $50.16 | 23.48% | Stop |
| 2005-05-04 | 2005-06-16 | Interest | 100% | $1.00 | $1.00 | 0.48% | Interest Income |
| 2004-12-01 | 2005-05-04 | Completed | 100% | $40.58 | $39.69 | -2.20% | Signal |
| 2003-11-28 | 2004-12-01 | Interest | 100% | $1.00 | $1.04 | 4.29% | Interest Income |
| 2003-11-14 | 2003-11-28 | Completed | 100% | $40.21 | $38.66 | -3.85% | Signal |
| 2003-10-23 | 2003-11-14 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2002-12-17 | 2003-10-23 | Completed | 100% | $33.95 | $40.57 | 19.48% | Stop |
| 2002-08-02 | 2002-12-17 | Interest | 100% | $1.00 | $1.02 | 1.50% | Interest Income |
| 2002-08-01 | 2002-08-02 | Completed | 100% | $30.97 | $29.50 | -4.76% | Stop |
| 2001-03-13 | 2002-08-01 | Interest | 100% | $1.00 | $1.07 | 6.94% | Interest Income |
| 2001-03-05 | 2001-03-13 | Completed | 100% | $48.53 | $42.36 | -12.72% | Stop |
| 2000-11-24 | 2001-03-05 | Interest | 100% | $1.00 | $1.01 | 1.35% | Interest Income |
| 2000-11-21 | 2000-11-24 | Completed | 100% | $42.87 | $44.30 | 3.35% | Signal |
| 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 |
| 1998-11-02 | 1999-04-16 | Completed | 100% | $13.30 | $23.46 | 76.47% | Stop |
| 1998-10-09 | 1998-11-02 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 1998-09-23 | 1998-10-09 | Completed | 100% | $12.66 | $12.13 | -4.17% | Stop |
| 1998-08-31 | 1998-09-23 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 1998-03-20 | 1998-08-31 | Completed | 100% | $10.30 | $11.01 | 6.87% | Stop |
| 1997-08-13 | 1998-03-20 | Interest | 100% | $1.00 | $1.03 | 3.48% | 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 |
| 1997-03-24 | 1997-07-01 | Completed | 100% | $10.12 | $9.82 | -3.03% | Stop |
| 1997-01-02 | 1997-03-24 | Interest | 100% | $1.00 | $1.01 | 1.42% | Interest Income |
| 1996-09-30 | 1997-01-02 | Completed | 100% | $10.63 | $9.24 | -13.12% | Stop |
| 1996-08-12 | 1996-09-30 | Interest | 100% | $1.00 | $1.01 | 0.89% | Interest Income |
| 1996-07-31 | 1996-08-12 | Completed | 100% | $9.24 | $9.38 | 1.60% | Signal |
| 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 |
| 1994-06-27 | 1995-10-25 | Completed | 100% | $3.57 | $7.38 | 106.51% | Stop |
| 1994-04-08 | 1994-06-27 | Interest | 100% | $1.00 | $1.01 | 1.48% | Interest Income |
| 1994-02-28 | 1994-04-08 | Completed | 100% | $3.42 | $3.26 | -4.94% | Signal |
| 1994-02-03 | 1994-02-28 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1993-11-02 | 1994-02-03 | Completed | 100% | $3.85 | $3.70 | -3.85% | Stop |
| 1993-02-09 | 1993-11-02 | Interest | 100% | $1.00 | $1.04 | 4.22% | 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 |
| 1992-08-21 | 1992-10-06 | Completed | 100% | $5.52 | $5.05 | -8.43% | Stop |
| 1992-05-12 | 1992-08-21 | Interest | 100% | $1.00 | $1.02 | 1.93% | Interest Income |
| 1992-05-04 | 1992-05-12 | Completed | 100% | $4.67 | $4.48 | -4.07% | Signal |
| 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 |
| 1989-05-12 | 1989-08-11 | Completed | 100% | $0.57 | $0.55 | -3.70% | Stop |
| 1989-04-20 | 1989-05-12 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1988-12-02 | 1989-04-20 | Completed | 100% | $0.44 | $0.54 | 22.22% | Stop |
| 1988-11-09 | 1988-12-02 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1988-10-03 | 1988-11-09 | Completed | 100% | $0.45 | $0.40 | -11.63% | Stop |
| 1988-05-25 | 1988-10-03 | Interest | 100% | $1.00 | $1.03 | 2.77% | Interest Income |
| 1988-04-28 | 1988-05-25 | Completed | 100% | $0.41 | $0.39 | -5.17% | Signal |
| 1988-04-06 | 1988-04-28 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1988-02-23 | 1988-04-06 | Completed | 100% | $0.46 | $0.43 | -6.87% | Stop |
| 1988-01-11 | 1988-02-23 | Interest | 100% | $1.00 | $1.01 | 0.91% | Interest Income |
| 1988-01-08 | 1988-01-11 | Completed | 100% | $0.48 | $0.44 | -8.76% | Stop |
| 1987-08-25 | 1988-01-08 | Interest | 100% | $1.00 | $1.03 | 2.89% | Interest Income |
| 1987-07-27 | 1987-08-25 | Completed | 100% | $0.39 | $0.42 | 8.64% | Signal |
| 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 |
| 1987-01-09 | 1987-04-02 | Completed | 100% | $0.40 | $0.54 | 35.56% | Stop |
| 1986-10-08 | 1987-01-09 | Interest | 100% | $1.00 | $1.02 | 1.96% | Interest Income |
| 1986-10-01 | 1986-10-08 | Completed | 100% | $0.25 | $0.25 | 2.14% | Signal |
| 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 |
| 1985-08-28 | 1985-12-05 | Completed | 100% | $0.11 | $0.20 | 75.00% | Stop |
| 1985-08-26 | 1985-08-28 | Interest | 100% | $1.00 | $1.00 | 0.03% | Interest Income |
Return Distribution Analysis
