Moving Average (50/200)
AVGO
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-09
Trading Style:
Methodology:
AVGO Quality Metrics & KPI Summary
| Metric | Strategy | Buy & Hold | Description |
|---|---|---|---|
| CAGR | 22.48% | 41.21% | Compound Annual Growth Rate. Measures the mean annual growth rate of an investment over a specified period of time longer than one year. |
| Sharpe Ratio | 0.68 | 0.91 | A measure of risk-adjusted return. Higher indicates better return per unit of volatility. |
| Max Drawdown | -44.56% | -48.30% | The maximum loss from a peak to a trough of a portfolio, before a new peak is attained. |
| % Time Invested | 74.6% | 100.0% | The percentage of total simulation time where the strategy held a long position in the asset. |
| Trades / Year | 2.2 | 0.0 | The average number of trade executions per calendar year. Low turnover reduces slippage and tax drag. |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-03-02 | 2026-03-31 | COMPLETED | 100% | $308.71 | $299.39 | -3.02% | Stop |
| 2026-02-05 | 2026-03-02 | INTEREST | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2026-01-09 | 2026-02-05 | COMPLETED | 100% | $337.21 | $313.68 | -6.98% | Stop |
| 2025-12-16 | 2026-01-09 | INTEREST | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-05-29 | 2025-12-16 | COMPLETED | 100% | $243.93 | $334.68 | 37.20% | Stop |
| 2025-05-06 | 2025-05-29 | INTEREST | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2025-04-24 | 2025-05-06 | COMPLETED | 100% | $178.25 | $194.86 | 9.32% | Signal |
| 2025-04-01 | 2025-04-24 | INTEREST | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-25 | 2025-04-01 | COMPLETED | 100% | $189.36 | $165.03 | -12.85% | Stop |
| 2025-03-03 | 2025-03-25 | INTEREST | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-02-20 | 2025-03-03 | COMPLETED | 100% | $226.13 | $201.75 | -10.78% | Stop |
| 2025-01-28 | 2025-02-20 | INTEREST | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2024-12-23 | 2025-01-28 | COMPLETED | 100% | $224.19 | $205.72 | -8.24% | Stop |
| 2024-11-29 | 2024-12-23 | INTEREST | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-10-01 | 2024-11-29 | COMPLETED | 100% | $169.81 | $157.39 | -7.31% | Stop |
| 2024-09-09 | 2024-10-01 | INTEREST | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2024-08-12 | 2024-09-09 | COMPLETED | 100% | $145.58 | $136.76 | -6.06% | Stop |
| 2024-07-19 | 2024-08-12 | INTEREST | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2023-01-09 | 2024-07-19 | COMPLETED | 100% | $56.51 | $159.10 | 181.54% | Stop |
| 2022-06-23 | 2023-01-09 | INTEREST | 100% | $1.00 | $1.02 | 1.86% | Interest Income |
| 2022-06-14 | 2022-06-23 | COMPLETED | 100% | $48.86 | $47.08 | -3.63% | Signal |
| 2022-05-20 | 2022-06-14 | INTEREST | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-11 | 2022-05-20 | COMPLETED | 100% | $54.66 | $51.55 | -5.70% | Stop |
| 2022-01-20 | 2022-02-11 | INTEREST | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-06-26 | 2022-01-20 | COMPLETED | 100% | $27.66 | $52.50 | 89.82% | Stop |
| 2020-02-28 | 2020-06-26 | INTEREST | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2019-06-13 | 2020-02-28 | COMPLETED | 100% | $23.48 | $22.61 | -3.73% | Stop |
| 2019-05-21 | 2019-06-13 | INTEREST | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2019-01-02 | 2019-05-21 | COMPLETED | 100% | $20.57 | $23.11 | 12.34% | Stop |
| 2018-12-07 | 2019-01-02 | INTEREST | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2018-11-12 | 2018-12-07 | COMPLETED | 100% | $18.90 | $19.15 | 1.32% | Signal |
| 2018-09-07 | 2018-11-12 | INTEREST | 100% | $1.00 | $1.01 | 0.56% | Interest Income |
| 2018-09-05 | 2018-09-07 | COMPLETED | 100% | $17.86 | $18.21 | 1.93% | Signal |
| 2018-07-13 | 2018-09-05 | INTEREST | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2018-07-11 | 2018-07-13 | COMPLETED | 100% | $19.89 | $17.26 | -13.25% | Stop |
| 2018-03-23 | 2018-07-11 | INTEREST | 100% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2018-02-23 | 2018-03-23 | COMPLETED | 100% | $19.91 | $19.50 | -2.06% | Signal |
| 2018-01-31 | 2018-02-23 | INTEREST | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2016-02-04 | 2018-01-31 | COMPLETED | 100% | $10.02 | $19.74 | 96.96% | Stop |
| 2016-01-12 | 2016-02-04 | INTEREST | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2015-12-18 | 2016-01-12 | COMPLETED | 100% | $10.70 | $9.91 | -7.39% | Stop |
| 2015-10-07 | 2015-12-18 | INTEREST | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 2015-09-17 | 2015-10-07 | COMPLETED | 100% | $10.00 | $9.02 | -9.78% | Stop |
| 2015-08-25 | 2015-09-17 | INTEREST | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-08-03 | 2015-08-25 | COMPLETED | 100% | $9.58 | $8.65 | -9.72% | Stop |
| 2015-07-10 | 2015-08-03 | INTEREST | 100% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2014-11-04 | 2015-07-10 | COMPLETED | 100% | $6.45 | $9.60 | 48.78% | Stop |
| 2014-10-13 | 2014-11-04 | INTEREST | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2013-06-04 | 2014-10-13 | COMPLETED | 100% | $2.73 | $5.32 | 94.76% | Stop |
| 2013-04-22 | 2013-06-04 | INTEREST | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2013-03-11 | 2013-04-22 | COMPLETED | 100% | $2.55 | $2.29 | -10.13% | Stop |
| 2012-12-03 | 2013-03-11 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 2012-11-29 | 2012-12-03 | COMPLETED | 100% | $2.52 | $2.56 | 1.46% | Signal |
| 2012-11-01 | 2012-11-29 | INTEREST | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2012-07-27 | 2012-11-01 | COMPLETED | 100% | $2.57 | $2.41 | -6.56% | Signal |
| 2012-06-21 | 2012-07-27 | INTEREST | 100% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2012-05-17 | 2012-06-21 | COMPLETED | 100% | $2.20 | $2.54 | 15.33% | Signal |
| 2012-04-25 | 2012-05-17 | INTEREST | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2012-03-05 | 2012-04-25 | COMPLETED | 100% | $2.61 | $2.47 | -5.12% | Stop |
| 2011-11-21 | 2012-03-05 | INTEREST | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2011-10-26 | 2011-11-21 | COMPLETED | 100% | $2.47 | $2.09 | -15.58% | Stop |
| 2011-10-04 | 2011-10-26 | INTEREST | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2011-08-22 | 2011-10-04 | COMPLETED | 100% | $2.04 | $2.27 | 11.24% | Stop |
| 2011-07-29 | 2011-08-22 | INTEREST | 100% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2011-04-11 | 2011-07-29 | COMPLETED | 100% | $2.28 | $2.38 | 4.36% | Stop |
| 2011-03-18 | 2011-04-11 | INTEREST | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2010-09-03 | 2011-03-18 | COMPLETED | 100% | $1.49 | $2.12 | 42.79% | Stop |
| 2010-08-12 | 2010-09-03 | INTEREST | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2010-05-24 | 2010-08-12 | COMPLETED | 100% | $1.39 | $1.44 | 3.54% | Stop |
| 2010-05-20 | 2010-05-24 | INTEREST | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
