Moving Average (50/200)
AXP
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-08
Trading Style:
Methodology:

AXP Quality Metrics & KPI Summary

MetricStrategyBuy & HoldDescription
CAGR 6.81% 10.85% 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 0.31 0.30 A measure of risk-adjusted return. Higher indicates better return per unit of volatility.
Max Drawdown -55.51% -83.91% The maximum loss from a peak to a trough of a portfolio, before a new peak is attained.
% Time Invested 60.8% 100.0% The percentage of total simulation time where the strategy held a long position in the asset.
Trades / Year 1.8 0.0 The average number of trade executions per calendar year. Low turnover reduces slippage and tax drag.

Trade History

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
2026-03-18 2026-03-25 COMPLETED 100% $298.21 $304.04 1.96% Signal
2026-02-24 2026-03-18 INTEREST 100% $1.00 $1.00 0.26% Interest Income
2025-06-26 2026-02-24 COMPLETED 100% $306.37 $319.48 4.28% Stop
2025-04-07 2025-06-26 INTEREST 100% $1.00 $1.01 0.94% Interest Income
2025-03-31 2025-04-07 COMPLETED 100% $258.91 $222.95 -13.89% Stop
2025-03-07 2025-03-31 INTEREST 100% $1.00 $1.00 0.27% Interest Income
2023-12-26 2025-03-07 COMPLETED 100% $180.83 $269.93 49.27% Stop
2023-09-27 2023-12-26 INTEREST 100% $1.00 $1.01 1.09% Interest Income
2023-05-25 2023-09-27 COMPLETED 100% $144.38 $146.72 1.62% Stop
2023-05-03 2023-05-25 INTEREST 100% $1.00 $1.00 0.22% Interest Income
2023-02-01 2023-05-03 COMPLETED 100% $166.71 $147.91 -11.28% Stop
2022-06-10 2023-02-01 INTEREST 100% $1.00 $1.02 2.19% Interest Income
2022-06-02 2022-06-10 COMPLETED 100% $158.00 $149.56 -5.34% Signal
2022-05-10 2022-06-02 INTEREST 100% $1.00 $1.00 0.18% Interest Income
2022-03-30 2022-05-10 COMPLETED 100% $181.50 $155.42 -14.37% Stop
2022-03-08 2022-03-30 INTEREST 100% $1.00 $1.00 0.14% Interest Income
2021-12-21 2022-03-08 COMPLETED 100% $149.22 $152.23 2.01% Stop
2021-11-29 2021-12-21 INTEREST 100% $1.00 $1.00 0.09% Interest Income
2020-11-24 2021-11-29 COMPLETED 100% $111.27 $152.06 36.66% Stop
2020-11-02 2020-11-24 INTEREST 100% $1.00 $1.00 0.06% Interest Income
2020-10-19 2020-11-02 COMPLETED 100% $98.30 $86.92 -11.58% Stop
2020-02-28 2020-10-19 INTEREST 100% $1.00 $1.00 0.45% Interest Income
2019-03-13 2020-02-28 COMPLETED 100% $100.16 $100.53 0.36% Stop
2019-02-01 2019-03-13 INTEREST 100% $1.00 $1.00 0.28% Interest Income
2019-01-16 2019-02-01 COMPLETED 100% $89.94 $93.10 3.51% Signal
2018-12-21 2019-01-16 INTEREST 100% $1.00 $1.00 0.17% Interest Income
2016-08-18 2018-12-21 COMPLETED 100% $57.25 $86.19 50.54% Stop
2016-07-22 2016-08-18 INTEREST 100% $1.00 $1.00 0.12% Interest Income
2016-07-15 2016-07-22 COMPLETED 100% $55.88 $55.40 -0.86% Signal
2016-03-11 2016-07-15 INTEREST 100% $1.00 $1.01 0.60% Interest Income
2016-03-09 2016-03-11 COMPLETED 100% $51.68 $51.51 -0.33% Signal
2015-02-09 2016-03-09 INTEREST 100% $1.00 $1.02 2.30% Interest Income
2014-12-23 2015-02-09 COMPLETED 100% $79.62 $72.04 -9.52% Signal
2014-11-07 2014-12-23 INTEREST 100% $1.00 $1.00 0.27% Interest Income
2014-11-03 2014-11-07 COMPLETED 100% $76.75 $77.93 1.54% Signal
2014-09-25 2014-11-03 INTEREST 100% $1.00 $1.00 0.25% Interest Income
2013-02-07 2014-09-25 COMPLETED 100% $50.45 $74.98 48.64% Signal
2013-01-15 2013-02-07 INTEREST 100% $1.00 $1.00 0.12% Interest Income
2013-01-10 2013-01-15 COMPLETED 100% $50.35 $50.10 -0.48% Signal
2012-12-05 2013-01-10 INTEREST 100% $1.00 $1.00 0.17% Interest Income
2012-02-07 2012-12-05 COMPLETED 100% $42.33 $46.39 9.59% Signal
2012-01-13 2012-02-07 INTEREST 100% $1.00 $1.00 0.12% Interest Income
2011-12-22 2012-01-13 COMPLETED 100% $39.07 $40.36 3.30% Signal
2011-11-30 2011-12-22 INTEREST 100% $1.00 $1.00 0.13% Interest Income
2011-10-28 2011-11-30 COMPLETED 100% $42.14 $38.56 -8.49% Signal
2011-10-05 2011-10-28 INTEREST 100% $1.00 $1.00 0.15% Interest Income
2011-08-31 2011-10-05 COMPLETED 100% $39.94 $35.56 -10.96% Stop
2011-08-09 2011-08-31 INTEREST 100% $1.00 $1.00 0.14% Interest Income
2011-01-03 2011-08-09 COMPLETED 100% $34.88 $35.52 1.83% Stop
2010-12-09 2011-01-03 INTEREST 100% $1.00 $1.00 0.21% Interest Income
2010-12-07 2010-12-09 COMPLETED 100% $36.62 $36.89 0.73% Signal
2010-11-05 2010-12-07 INTEREST 100% $1.00 $1.00 0.23% Interest Income
2010-11-03 2010-11-05 COMPLETED 100% $34.15 $35.13 2.88% Signal
2010-10-06 2010-11-03 INTEREST 100% $1.00 $1.00 0.20% Interest Income
2010-06-01 2010-10-06 COMPLETED 100% $31.27 $30.98 -0.93% Stop
2010-05-07 2010-06-01 INTEREST 100% $1.00 $1.00 0.21% Interest Income
2009-07-17 2010-05-07 COMPLETED 100% $22.07 $33.72 52.77% Stop
2009-06-24 2009-07-17 INTEREST 100% $1.00 $1.00 0.22% Interest Income
2009-06-10 2009-06-24 COMPLETED 100% $21.21 $18.42 -13.15% Stop
2008-05-06 2009-06-10 INTEREST 100% $1.00 $1.04 3.70% Interest Income
2008-05-02 2008-05-06 COMPLETED 100% $39.52 $37.78 -4.39% Signal
2007-09-28 2008-05-02 INTEREST 100% $1.00 $1.02 2.31% Interest Income
2007-08-29 2007-09-28 COMPLETED 100% $43.39 $44.76 3.16% Signal
2007-08-07 2007-08-29 INTEREST 100% $1.00 $1.00 0.29% Interest Income
2006-09-27 2007-08-07 COMPLETED 100% $41.44 $44.66 7.78% Stop
2006-08-18 2006-09-27 INTEREST 100% $1.00 $1.00 0.50% Interest Income
2005-07-06 2006-08-18 COMPLETED 100% $34.57 $39.72 14.89% Signal
2005-04-27 2005-07-06 INTEREST 100% $1.00 $1.01 0.76% Interest Income
2004-10-06 2005-04-27 COMPLETED 100% $33.70 $33.09 -1.83% Signal
2004-09-09 2004-10-06 INTEREST 100% $1.00 $1.00 0.30% Interest Income
2003-04-30 2004-09-09 COMPLETED 100% $23.86 $32.47 36.08% Signal
2003-03-26 2003-04-30 INTEREST 100% $1.00 $1.00 0.37% Interest Income
2003-03-24 2003-03-26 COMPLETED 100% $23.22 $22.15 -4.61% Signal
2003-01-28 2003-03-24 INTEREST 100% $1.00 $1.01 0.57% Interest Income
2003-01-08 2003-01-28 COMPLETED 100% $23.65 $21.51 -9.07% Stop
2002-07-22 2003-01-08 INTEREST 100% $1.00 $1.02 1.88% Interest Income
2002-07-08 2002-07-22 COMPLETED 100% $23.43 $19.42 -17.13% Stop
2002-06-13 2002-07-08 INTEREST 100% $1.00 $1.00 0.30% Interest Income
2002-03-05 2002-06-13 COMPLETED 100% $24.27 $23.15 -4.64% Stop
2001-11-14 2002-03-05 INTEREST 100% $1.00 $1.01 1.44% Interest Income
2001-11-12 2001-11-14 COMPLETED 100% $20.36 $20.38 0.12% Signal
2001-01-10 2001-11-12 INTEREST 100% $1.00 $1.04 4.13% Interest Income
2000-12-15 2001-01-10 COMPLETED 100% $34.05 $28.89 -15.16% Stop
2000-11-22 2000-12-15 INTEREST 100% $1.00 $1.00 0.34% Interest Income
2000-11-06 2000-11-22 COMPLETED 100% $36.95 $32.63 -11.69% Stop
2000-10-13 2000-11-06 INTEREST 100% $1.00 $1.00 0.35% Interest Income
2000-05-24 2000-10-13 COMPLETED 100% $31.23 $31.74 1.64% Stop
2000-04-12 2000-05-24 INTEREST 100% $1.00 $1.01 0.70% Interest Income
2000-03-14 2000-04-12 COMPLETED 100% $26.57 $29.95 12.72% Signal
2000-02-18 2000-03-14 INTEREST 100% $1.00 $1.00 0.39% Interest Income
1999-06-17 2000-02-18 COMPLETED 100% $25.37 $30.28 19.35% Stop
1999-05-25 1999-06-17 INTEREST 100% $1.00 $1.00 0.36% Interest Income
1999-01-08 1999-05-25 COMPLETED 100% $21.71 $23.80 9.63% Stop
1998-09-11 1999-01-08 INTEREST 100% $1.00 $1.01 1.50% Interest Income
1998-09-02 1998-09-11 COMPLETED 100% $16.66 $14.36 -13.81% Stop
1998-08-11 1998-09-02 INTEREST 100% $1.00 $1.00 0.33% Interest Income
1997-11-20 1998-08-11 COMPLETED 100% $16.00 $19.93 24.54% Stop
1997-10-29 1997-11-20 INTEREST 100% $1.00 $1.00 0.36% Interest Income
1997-04-24 1997-10-29 COMPLETED 100% $12.29 $15.62 27.16% Stop
1997-04-02 1997-04-24 INTEREST 100% $1.00 $1.00 0.42% Interest Income
1996-10-08 1997-04-02 COMPLETED 100% $9.37 $11.99 27.89% Stop
1996-08-02 1996-10-08 INTEREST 100% $1.00 $1.01 1.19% Interest Income
1996-07-31 1996-08-02 COMPLETED 100% $8.61 $8.98 4.30% Signal
1996-07-09 1996-07-31 INTEREST 100% $1.00 $1.00 0.42% Interest Income
1994-07-27 1996-07-09 COMPLETED 100% $4.96 $8.46 70.59% Stop
1994-01-10 1994-07-27 INTEREST 100% $1.00 $1.04 3.59% Interest Income
1993-11-29 1994-01-10 COMPLETED 100% $5.01 $4.77 -4.87% Signal
1993-11-04 1993-11-29 INTEREST 100% $1.00 $1.00 0.35% Interest Income
1992-12-23 1993-11-04 COMPLETED 100% $3.87 $4.89 26.48% Stop
1992-10-05 1992-12-23 INTEREST 100% $1.00 $1.01 1.46% Interest Income
1992-09-16 1992-10-05 COMPLETED 100% $3.48 $3.28 -5.59% Signal
1992-08-24 1992-09-16 INTEREST 100% $1.00 $1.00 0.40% Interest Income
1992-04-21 1992-08-24 COMPLETED 100% $3.44 $3.15 -8.47% Stop
1991-10-04 1992-04-21 INTEREST 100% $1.00 $1.04 3.92% Interest Income
1991-05-23 1991-10-04 COMPLETED 100% $3.42 $3.36 -1.83% Stop
1991-05-01 1991-05-23 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1991-03-21 1991-05-01 COMPLETED 100% $3.92 $3.79 -3.40% Stop
1990-01-05 1991-03-21 INTEREST 100% $1.00 $1.10 10.33% Interest Income
1989-12-11 1990-01-05 COMPLETED 100% $4.68 $4.84 3.29% Signal
1989-11-16 1989-12-11 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1988-07-12 1989-11-16 COMPLETED 100% $3.63 $4.68 29.23% Stop
1987-10-19 1988-07-12 INTEREST 100% $1.00 $1.06 5.74% Interest Income
1987-05-08 1987-10-19 COMPLETED 100% $4.30 $3.74 -12.91% Stop
1987-04-15 1987-05-08 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1987-01-23 1987-04-15 COMPLETED 100% $4.45 $4.50 1.22% Stop
1986-09-26 1987-01-23 INTEREST 100% $1.00 $1.03 2.52% Interest Income
1986-05-28 1986-09-26 COMPLETED 100% $3.86 $3.49 -9.40% Stop
1986-05-05 1986-05-28 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1985-11-15 1986-05-05 COMPLETED 100% $2.96 $3.64 23.03% Stop
1985-10-07 1985-11-15 INTEREST 100% $1.00 $1.01 0.88% Interest Income
1985-09-26 1985-10-07 COMPLETED 100% $2.52 $2.56 1.43% Signal
1985-09-04 1985-09-26 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1984-09-04 1985-09-04 COMPLETED 100% $1.92 $2.51 30.28% Stop
1984-03-26 1984-09-04 INTEREST 100% $1.00 $1.03 3.45% Interest Income
1984-03-22 1984-03-26 COMPLETED 100% $1.79 $1.79 -0.40% Signal
1983-09-28 1984-03-22 INTEREST 100% $1.00 $1.04 3.77% Interest Income
1983-08-23 1983-09-28 COMPLETED 100% $2.46 $2.08 -15.32% Stop
1983-08-01 1983-08-23 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1983-01-10 1983-08-01 COMPLETED 100% $1.82 $2.40 31.58% Stop
1982-12-16 1983-01-10 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1982-10-04 1982-12-16 COMPLETED 100% $1.34 $1.64 22.28% Stop
1982-07-07 1982-10-04 INTEREST 100% $1.00 $1.02 1.90% Interest Income
1982-06-23 1982-07-07 COMPLETED 100% $1.13 $1.01 -10.16% Signal
1982-06-01 1982-06-23 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1982-03-30 1982-06-01 COMPLETED 100% $1.26 $1.15 -8.87% Stop
1982-01-26 1982-03-30 INTEREST 100% $1.00 $1.01 1.34% Interest Income
1981-12-04 1982-01-26 COMPLETED 100% $1.25 $1.10 -12.04% Signal
1981-09-08 1981-12-04 INTEREST 100% $1.00 $1.02 1.90% Interest Income
1981-07-29 1981-09-08 COMPLETED 100% $1.19 $1.06 -10.80% Stop
1981-07-07 1981-07-29 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1981-05-14 1981-07-07 COMPLETED 100% $1.10 $1.21 9.41% Stop
1981-04-22 1981-05-14 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1980-11-19 1981-04-22 COMPLETED 100% $0.92 $1.07 16.30% Stop
1980-10-27 1980-11-19 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1980-05-23 1980-10-27 COMPLETED 100% $0.84 $0.87 3.53% Stop
1979-11-14 1980-05-23 INTEREST 100% $1.00 $1.04 4.08% Interest Income
1979-11-02 1979-11-14 COMPLETED 100% $0.72 $0.69 -3.77% Signal
1979-10-11 1979-11-02 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1979-06-06 1979-10-11 COMPLETED 100% $0.82 $0.74 -9.43% Stop
1978-11-02 1979-06-06 INTEREST 100% $1.00 $1.05 4.59% Interest Income
1978-10-12 1978-11-02 COMPLETED 100% $0.79 $0.74 -5.80% Signal
1978-09-20 1978-10-12 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1978-06-05 1978-09-20 COMPLETED 100% $0.85 $0.78 -8.15% Stop
1978-02-07 1978-06-05 INTEREST 100% $1.00 $1.02 2.49% Interest Income
1978-02-03 1978-02-07 COMPLETED 100% $0.76 $0.76 0.36% Signal
1977-11-15 1978-02-03 INTEREST 100% $1.00 $1.02 1.68% Interest Income
1977-07-08 1977-11-15 COMPLETED 100% $0.85 $0.84 -1.63% Signal
1977-01-26 1977-07-08 INTEREST 100% $1.00 $1.03 3.49% Interest Income
1976-08-03 1977-01-26 COMPLETED 100% $0.83 $0.75 -9.87% Stop
1976-06-23 1976-08-03 INTEREST 100% $1.00 $1.01 0.85% Interest Income
1976-06-21 1976-06-23 COMPLETED 100% $0.81 $0.78 -2.64% Signal
1976-04-20 1976-06-21 INTEREST 100% $1.00 $1.01 1.31% Interest Income
1976-03-29 1976-04-20 COMPLETED 100% $0.79 $0.69 -13.04% Signal
1976-03-05 1976-03-29 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1976-01-19 1976-03-05 COMPLETED 100% $0.90 $0.76 -15.93% Stop
1975-09-22 1976-01-19 INTEREST 100% $1.00 $1.03 2.52% Interest Income
1975-08-15 1975-09-22 COMPLETED 100% $0.71 $0.70 -1.50% Signal
1975-07-24 1975-08-15 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1975-03-03 1975-07-24 COMPLETED 100% $0.78 $0.81 4.10% Stop
1975-02-06 1975-03-03 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1975-02-04 1975-02-06 COMPLETED 100% $0.66 $0.67 1.20% Signal
1974-06-06 1975-02-04 INTEREST 100% $1.00 $1.05 5.23% Interest Income
1974-06-04 1974-06-06 COMPLETED 100% $0.86 $0.87 1.24% Signal
1974-02-28 1974-06-04 INTEREST 100% $1.00 $1.02 2.02% Interest Income
1974-02-26 1974-02-28 COMPLETED 100% $0.99 $0.98 -0.54% Signal
1973-11-15 1974-02-26 INTEREST 100% $1.00 $1.02 2.11% Interest Income
1973-09-11 1973-11-15 COMPLETED 100% $1.27 $1.12 -11.72% Stop
1973-04-09 1973-09-11 INTEREST 100% $1.00 $1.03 3.30% Interest Income
1973-03-21 1973-04-09 COMPLETED 100% $1.27 $1.18 -7.32% Signal
1973-03-19 1973-03-21 INTEREST 100% $1.00 $1.00 0.03% Interest Income

Return Distribution Analysis

Return Distribution
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