AXP
American Express Company
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
AXP Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 31.31% | 19.47% | 8.25% | 16.75% | 7.37% | 18.69% | 7.54% | 13.20% |
| Sharpe Ratio | 1.09 | 0.67 | 0.33 | 0.53 | 0.32 | 0.55 | 0.33 | 0.36 |
| Max Drawdown | -18.26% | -23.90% | -41.42% | -31.55% | -41.42% | -49.64% | -56.55% | -83.91% |
| % Time Invested | 93.3% | 100.0% | 70.8% | 100.0% | 66.0% | 100.0% | 60.1% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 1.6 | 0.0 | 1.7 | 0.0 | 1.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-03-18 | Open | Open | 100% | $298.21 | $315.65 | 5.85% | Mark-to-Market |
| 2026-02-24 | 2026-03-18 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-04-30 | 2026-02-24 | Completed | 100% | $258.25 | $319.48 | 23.71% | Stop |
| 2025-04-07 | 2025-04-30 | Interest | 100% | $1.00 | $1.00 | 0.27% | 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 |
| 2024-01-05 | 2025-03-07 | Completed | 100% | $182.25 | $269.93 | 48.11% | Stop |
| 2023-01-24 | 2024-01-05 | Interest | 100% | $1.00 | $1.04 | 3.78% | Interest Income |
| 2022-10-18 | 2023-01-24 | Completed | 100% | $140.03 | $147.04 | 5.01% | Signal |
| 2022-09-26 | 2022-10-18 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-07-11 | 2022-09-26 | Completed | 100% | $134.09 | $133.68 | -0.31% | Stop |
| 2022-06-15 | 2022-07-11 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2022-06-02 | 2022-06-15 | Completed | 100% | $158.00 | $139.51 | -11.71% | Stop |
| 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 |
| 2021-04-26 | 2021-11-29 | Completed | 100% | $138.16 | $152.06 | 10.06% | Stop |
| 2020-08-12 | 2021-04-26 | Interest | 100% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2020-07-20 | 2020-08-12 | Completed | 100% | $88.27 | $97.55 | 10.51% | Signal |
| 2020-06-25 | 2020-07-20 | Interest | 100% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2020-06-08 | 2020-06-25 | Completed | 100% | $103.74 | $87.70 | -15.46% | Stop |
| 2020-05-14 | 2020-06-08 | Interest | 100% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2020-04-27 | 2020-05-14 | Completed | 100% | $77.37 | $71.30 | -7.85% | Stop |
| 2020-04-02 | 2020-04-27 | Interest | 100% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2020-03-23 | 2020-04-02 | Completed | 100% | $67.13 | $71.43 | 6.41% | Stop |
| 2020-02-28 | 2020-03-23 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-16 | 2020-02-28 | Completed | 100% | $89.94 | $100.53 | 11.76% | Stop |
| 2018-12-21 | 2019-01-16 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2017-04-12 | 2018-12-21 | Completed | 100% | $68.54 | $86.19 | 25.76% | Stop |
| 2016-11-17 | 2017-04-12 | Interest | 100% | $1.00 | $1.01 | 0.95% | Interest Income |
| 2016-11-15 | 2016-11-17 | Completed | 100% | $63.35 | $62.67 | -1.07% | Signal |
| 2016-07-22 | 2016-11-15 | Interest | 100% | $1.00 | $1.01 | 0.54% | 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 |
| 2015-07-14 | 2016-03-09 | Interest | 100% | $1.00 | $1.01 | 1.38% | Interest Income |
| 2015-03-11 | 2015-07-14 | Completed | 100% | $67.67 | $67.46 | -0.31% | Signal |
| 2015-02-17 | 2015-03-11 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2014-11-07 | 2015-02-17 | Completed | 100% | $77.93 | $65.76 | -15.62% | Stop |
| 2014-10-16 | 2014-11-07 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-10-27 | 2014-10-16 | Completed | 100% | $42.21 | $68.22 | 61.63% | Stop |
| 2011-10-05 | 2011-10-27 | Interest | 100% | $1.00 | $1.00 | 0.14% | 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 |
| 2010-10-28 | 2011-08-09 | Completed | 100% | $32.96 | $35.52 | 7.78% | Stop |
| 2010-10-06 | 2010-10-28 | Interest | 100% | $1.00 | $1.00 | 0.16% | 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 |
| 2010-01-29 | 2010-05-07 | Completed | 100% | $29.88 | $33.72 | 12.83% | Stop |
| 2009-08-11 | 2010-01-29 | Interest | 100% | $1.00 | $1.02 | 1.62% | Interest Income |
| 2009-08-07 | 2009-08-11 | Completed | 100% | $25.24 | $25.40 | 0.66% | Signal |
| 2008-05-06 | 2009-08-07 | Interest | 100% | $1.00 | $1.04 | 4.31% | Interest Income |
| 2008-05-02 | 2008-05-06 | Completed | 100% | $39.52 | $37.78 | -4.39% | Signal |
| 2008-03-14 | 2008-05-02 | Interest | 100% | $1.00 | $1.00 | 0.48% | Interest Income |
| 2008-02-06 | 2008-03-14 | Completed | 100% | $34.78 | $32.53 | -6.46% | Signal |
| 2008-01-14 | 2008-02-06 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2007-12-19 | 2008-01-14 | Completed | 100% | $39.00 | $33.26 | -14.72% | Stop |
| 2007-11-27 | 2007-12-19 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2007-08-29 | 2007-11-27 | Completed | 100% | $43.39 | $40.53 | -6.58% | Stop |
| 2007-08-07 | 2007-08-29 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2003-07-30 | 2007-08-07 | Completed | 100% | $28.23 | $44.66 | 58.20% | Stop |
| 2003-03-26 | 2003-07-30 | Interest | 100% | $1.00 | $1.01 | 1.26% | Interest Income |
| 2003-03-24 | 2003-03-26 | Completed | 100% | $23.22 | $22.15 | -4.61% | Signal |
| 2002-03-07 | 2003-03-24 | Interest | 100% | $1.00 | $1.05 | 4.60% | Interest Income |
| 2002-03-05 | 2002-03-07 | Completed | 100% | $24.27 | $24.94 | 2.72% | Signal |
| 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 |
| 2001-06-18 | 2001-11-12 | Interest | 100% | $1.00 | $1.02 | 1.89% | Interest Income |
| 2001-04-04 | 2001-06-18 | Completed | 100% | $23.47 | $24.12 | 2.80% | Stop |
| 2001-03-13 | 2001-04-04 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2001-02-02 | 2001-03-13 | Completed | 100% | $29.35 | $25.34 | -13.67% | Stop |
| 2001-01-10 | 2001-02-02 | Interest | 100% | $1.00 | $1.00 | 0.32% | 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 |
| 2000-05-10 | 2000-10-13 | Completed | 100% | $30.46 | $31.74 | 4.21% | Stop |
| 2000-04-17 | 2000-05-10 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2000-03-14 | 2000-04-17 | Completed | 100% | $26.57 | $27.23 | 2.50% | Stop |
| 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 |
| 1998-12-15 | 1999-01-08 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 1998-10-05 | 1998-12-15 | Completed | 100% | $14.87 | $18.77 | 26.25% | Stop |
| 1998-09-11 | 1998-10-05 | Interest | 100% | $1.00 | $1.00 | 0.29% | 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 |
| 1996-07-31 | 1997-04-02 | Completed | 100% | $8.61 | $11.99 | 39.25% | Stop |
| 1996-07-09 | 1996-07-31 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1994-04-26 | 1996-07-09 | Completed | 100% | $4.89 | $8.46 | 72.88% | Stop |
| 1994-04-04 | 1994-04-26 | Interest | 100% | $1.00 | $1.00 | 0.43% | Interest Income |
| 1993-11-29 | 1994-04-04 | Completed | 100% | $5.01 | $4.36 | -13.03% | Stop |
| 1993-11-04 | 1993-11-29 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 1993-03-23 | 1993-11-04 | Completed | 100% | $4.52 | $4.89 | 8.26% | Stop |
| 1990-08-06 | 1993-03-23 | Interest | 100% | $1.00 | $1.21 | 21.07% | Interest Income |
| 1990-02-16 | 1990-08-06 | Completed | 100% | $4.02 | $3.69 | -8.06% | Stop |
| 1990-01-25 | 1990-02-16 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 1989-12-11 | 1990-01-25 | Completed | 100% | $4.68 | $4.28 | -8.64% | Stop |
| 1989-11-16 | 1989-12-11 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1989-05-24 | 1989-11-16 | Completed | 100% | $4.66 | $4.68 | 0.47% | Stop |
| 1988-02-03 | 1989-05-24 | Interest | 100% | $1.00 | $1.11 | 10.52% | Interest Income |
| 1987-12-23 | 1988-02-03 | Completed | 100% | $3.01 | $3.51 | 16.52% | Signal |
| 1987-12-01 | 1987-12-23 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-11-10 | 1987-12-01 | Completed | 100% | $3.01 | $2.98 | -1.08% | Stop |
| 1987-10-19 | 1987-11-10 | Interest | 100% | $1.00 | $1.00 | 0.49% | 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 |
| 1986-10-20 | 1987-04-15 | Completed | 100% | $3.65 | $4.50 | 23.39% | Stop |
| 1986-09-26 | 1986-10-20 | Interest | 100% | $1.00 | $1.00 | 0.49% | 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 |
| 1985-09-26 | 1986-05-05 | Completed | 100% | $2.52 | $3.64 | 44.34% | Stop |
| 1985-09-04 | 1985-09-26 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1985-05-13 | 1985-09-04 | Completed | 100% | $2.77 | $2.51 | -9.54% | Stop |
| 1984-07-23 | 1985-05-13 | Interest | 100% | $1.00 | $1.06 | 6.38% | Interest Income |
| 1984-06-21 | 1984-07-23 | Completed | 100% | $1.62 | $1.52 | -6.14% | Signal |
| 1984-05-30 | 1984-06-21 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1984-03-02 | 1984-05-30 | Completed | 100% | $1.72 | $1.54 | -10.06% | Stop |
| 1984-02-08 | 1984-03-02 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1984-01-06 | 1984-02-08 | Completed | 100% | $1.91 | $1.66 | -13.26% | Stop |
| 1983-12-13 | 1984-01-06 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1983-10-20 | 1983-12-13 | Completed | 100% | $1.96 | $1.62 | -17.22% | Stop |
| 1983-09-28 | 1983-10-20 | Interest | 100% | $1.00 | $1.00 | 0.49% | 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 |
| 1982-06-23 | 1982-12-16 | Completed | 100% | $1.13 | $1.64 | 45.38% | Stop |
| 1982-06-01 | 1982-06-23 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1982-02-19 | 1982-06-01 | Completed | 100% | $1.20 | $1.15 | -4.51% | Stop |
| 1982-01-27 | 1982-02-19 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1981-09-30 | 1982-01-27 | Completed | 100% | $1.08 | $1.10 | 1.23% | Stop |
| 1981-09-08 | 1981-09-30 | Interest | 100% | $1.00 | $1.00 | 0.49% | 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 |
| 1980-10-27 | 1981-04-22 | Completed | 100% | $0.87 | $1.07 | 22.71% | Stop |
| 1980-09-29 | 1980-10-27 | Interest | 100% | $1.00 | $1.01 | 0.61% | Interest Income |
| 1980-09-25 | 1980-09-29 | Completed | 100% | $1.01 | $0.93 | -8.44% | Stop |
| 1978-02-07 | 1980-09-25 | Interest | 100% | $1.00 | $1.22 | 22.38% | Interest Income |
| 1978-02-03 | 1978-02-07 | Completed | 100% | $0.76 | $0.76 | 0.36% | Signal |
| 1977-11-16 | 1978-02-03 | Interest | 100% | $1.00 | $1.02 | 1.65% | Interest Income |
| 1977-11-14 | 1977-11-16 | Completed | 100% | $0.84 | $0.84 | -0.32% | Signal |
| 1977-08-25 | 1977-11-14 | Interest | 100% | $1.00 | $1.02 | 1.71% | Interest Income |
| 1977-06-22 | 1977-08-25 | Completed | 100% | $0.87 | $0.88 | 1.99% | Signal |
| 1976-12-21 | 1977-06-22 | Interest | 100% | $1.00 | $1.04 | 3.93% | Interest Income |
| 1976-05-17 | 1976-12-21 | Completed | 100% | $0.69 | $0.83 | 21.24% | Signal |
| 1976-04-23 | 1976-05-17 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1976-03-29 | 1976-04-23 | Completed | 100% | $0.79 | $0.68 | -15.05% | Stop |
| 1976-03-05 | 1976-03-29 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1975-11-21 | 1976-03-05 | Completed | 100% | $0.80 | $0.76 | -5.63% | Stop |
| 1975-05-13 | 1975-11-21 | Interest | 100% | $1.00 | $1.04 | 4.18% | Interest Income |
| 1975-05-09 | 1975-05-13 | Completed | 100% | $0.85 | $0.81 | -4.98% | Signal |
| 1975-02-06 | 1975-05-09 | Interest | 100% | $1.00 | $1.02 | 1.96% | Interest Income |
| 1975-02-04 | 1975-02-06 | Completed | 100% | $0.66 | $0.67 | 1.20% | Signal |
| 1974-08-14 | 1975-02-04 | Interest | 100% | $1.00 | $1.04 | 3.67% | Interest Income |
Return Distribution Analysis
