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 | 7.76% | 19.47% | 2.43% | 16.75% | 7.45% | 18.69% | 7.22% | 13.20% |
| Sharpe Ratio | 0.35 | 0.67 | 0.11 | 0.53 | 0.35 | 0.55 | 0.33 | 0.36 |
| Max Drawdown | -17.66% | -23.90% | -40.44% | -31.55% | -40.44% | -49.64% | -55.51% | -83.91% |
| % Time Invested | 67.9% | 100.0% | 68.2% | 100.0% | 72.5% | 100.0% | 61.9% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 1.8 | 0.0 | 1.5 | 0.0 | 1.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-03-25 | Open | Interest | 100% | $1.00 | $1.00 | 0.42% | Mark-to-Market |
| 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 | 1.21% | 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 |
| 1974-08-14 | 1975-02-04 | Interest | 100% | $1.00 | $1.04 | 3.67% | Interest Income |
Return Distribution Analysis
