AXP
American Express Company
TREND FOLLOWING PERFORMANCE HISTORY
2026-07-26
Executive Summary
The quantitative backtest for AXP (American Express Company) using the Moving Average (50/200)* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -57.4% (compared to the benchmark's drawdown of -83.9%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 7.3%, compared to a Buy-and-Hold benchmark return of 13.2%. The strategy executed 83 total trades.
* Moving Average (50/200): Classic Moving Average Crossover (e.g., 50-day crossing 200-day). The foundational basis of research-grade trend following.
* Moving Average (50/200): Classic Moving Average Crossover (e.g., 50-day crossing 200-day). The foundational basis of research-grade trend following.
📊 Mathematical Model
Excess Return MMA
Advanced Ensemble: Uses multiple signal layers for maximum trend stability and noise reduction.
Excess Return MMA CA
Advanced Dynamic Sleeve: MMA ensemble signals on the primary asset combined with a momentum-based cash alternative ETF rotation.
Excess Return SMA
Standard Signal: Classical quantitative trend following optimized for reliable directionality.
Moving Average (50/200) Active
Moving Average: The baseline 50/200-day crossover model used by technical analysts worldwide.
🎯 Investment Objective
🛡️ Long-Term Investing Active
Ideal for wealth preservation and multi-year horizons. Optimized for low turnover and tax efficiency.
⚔️ Tactical Trading
Ideal for active capital rotation and momentum-first accounts. Optimized for high sensitivity to price shifts.
Switch to MMA to enable
AXP Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 7.92% | 6.95% | 0.12% | 14.98% | 7.59% | 19.26% | 7.34% | 13.22% |
| Sharpe Ratio | 0.38 | 0.25 | 0.01 | 0.48 | 0.35 | 0.56 | 0.32 | 0.36 |
| Max Drawdown | -17.77% | -23.90% | -40.68% | -31.55% | -40.68% | -49.64% | -57.42% | -83.91% |
| % Time Invested | 60.3% | 100.0% | 63.5% | 100.0% | 73.0% | 100.0% | 64.0% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 1.8 | 0.0 | 1.3 | 0.0 | 1.6 | 0.0 |
Cumulative Growth Performance
Return Distribution Analysis
Trade History
This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason | |
|---|---|---|---|---|---|---|---|---|
| 🔒 Active Positions & Recent Execution Signals Hidden Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription. Upgrade to Pro to Unlock | ||||||||
| 2026-03-18 | 2026-03-25 | Completed | 100% | $297.39 | $303.21 | 1.90% | Signal | |
| 2026-02-24 | 2026-03-18 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.23% | Interest Income | |
| 2025-06-26 | 2026-02-24 | Completed | 100% | $305.53 | $318.61 | 4.23% | Stop | |
| 2025-04-07 | 2025-06-26 | Interest (CASH) | 100% | $1.00 | $1.01 | 0.94% | Interest Income | |
| 2025-03-31 | 2025-04-07 | Completed | 100% | $258.20 | $222.34 | -13.93% | Stop | |
| 2025-03-07 | 2025-03-31 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.27% | Interest Income | |
| 2023-12-26 | 2025-03-07 | Completed | 100% | $180.33 | $269.19 | 49.20% | Stop | |
| 2023-09-27 | 2023-12-26 | Interest (CASH) | 100% | $1.00 | $1.01 | 1.33% | Interest Income | |
| 2023-05-25 | 2023-09-27 | Completed | 100% | $143.99 | $146.31 | 1.57% | Stop | |
| 2023-05-03 | 2023-05-25 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.33% | Interest Income | |
| 2023-02-01 | 2023-05-03 | Completed | 100% | $166.26 | $147.51 | -11.32% | Stop | |
| 2022-06-10 | 2023-02-01 | Interest (CASH) | 100% | $1.00 | $1.02 | 2.19% | Interest Income | |
| 2022-06-02 | 2022-06-10 | Completed | 100% | $157.57 | $149.15 | -5.39% | Signal | |
| 2022-05-10 | 2022-06-02 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.07% | Interest Income | |
| 2022-03-30 | 2022-05-10 | Completed | 100% | $181.01 | $154.99 | -14.41% | Stop | |
| 2022-03-08 | 2022-03-30 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.03% | Interest Income | |
| 2021-12-21 | 2022-03-08 | Completed | 100% | $148.82 | $151.81 | 1.96% | Stop | |
| 2021-11-29 | 2021-12-21 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2020-11-24 | 2021-11-29 | Completed | 100% | $110.97 | $151.65 | 36.59% | Stop | |
| 2020-11-02 | 2020-11-24 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2020-10-19 | 2020-11-02 | Completed | 100% | $98.03 | $86.69 | -11.62% | Stop | |
| 2020-02-28 | 2020-10-19 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.10% | Interest Income | |
| 2019-03-13 | 2020-02-28 | Completed | 100% | $99.89 | $100.25 | 0.31% | Stop | |
| 2019-02-01 | 2019-03-13 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.26% | Interest Income | |
| 2019-01-16 | 2019-02-01 | Completed | 100% | $89.70 | $92.85 | 3.46% | Signal | |
| 2018-12-21 | 2019-01-16 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.15% | Interest Income | |
| 2016-03-09 | 2018-12-21 | Completed | 100% | $51.54 | $85.96 | 66.69% | Stop | |
| 2015-02-09 | 2016-03-09 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.10% | Interest Income | |
| 2014-11-03 | 2015-02-09 | Completed | 100% | $76.54 | $71.84 | -6.18% | Signal | |
| 2014-09-25 | 2014-11-03 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2013-01-10 | 2014-09-25 | Completed | 100% | $50.21 | $74.78 | 48.86% | Signal | |
| 2012-12-05 | 2013-01-10 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2012-02-07 | 2012-12-05 | Completed | 100% | $42.22 | $46.27 | 9.53% | Signal | |
| 2012-01-13 | 2012-02-07 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2011-12-22 | 2012-01-13 | Completed | 100% | $38.97 | $40.25 | 3.24% | Signal | |
| 2011-11-30 | 2011-12-22 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2011-10-28 | 2011-11-30 | Completed | 100% | $42.02 | $38.45 | -8.53% | Signal | |
| 2011-10-05 | 2011-10-28 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2011-08-31 | 2011-10-05 | Completed | 100% | $39.83 | $35.47 | -11.00% | Stop | |
| 2011-08-09 | 2011-08-31 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2010-12-31 | 2011-08-09 | Completed | 100% | $34.15 | $35.43 | 3.67% | Stop | |
| 2010-12-08 | 2010-12-31 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2010-11-03 | 2010-12-08 | Completed | 100% | $34.06 | $36.07 | 5.87% | Signal | |
| 2010-10-06 | 2010-11-03 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2010-06-01 | 2010-10-06 | Completed | 100% | $31.19 | $30.90 | -0.98% | Stop | |
| 2010-05-07 | 2010-06-01 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2009-07-17 | 2010-05-07 | Completed | 100% | $22.01 | $33.63 | 52.69% | Stop | |
| 2009-06-24 | 2009-07-17 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2009-06-10 | 2009-06-24 | Completed | 100% | $21.15 | $18.37 | -13.19% | Stop | |
| 2008-05-08 | 2009-06-10 | Interest (CASH) | 100% | $1.00 | $1.01 | 0.82% | Interest Income | |
| 2008-05-02 | 2008-05-08 | Completed | 100% | $39.41 | $36.96 | -6.26% | Stop | |
| 2007-09-28 | 2008-05-02 | Interest (CASH) | 100% | $1.00 | $1.02 | 1.52% | Interest Income | |
| 2007-08-29 | 2007-09-28 | Completed | 100% | $43.27 | $44.64 | 3.11% | Signal | |
| 2007-08-07 | 2007-08-29 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.26% | Interest Income | |
| 2006-09-27 | 2007-08-07 | Completed | 100% | $41.32 | $44.54 | 7.73% | Stop | |
| 2006-08-18 | 2006-09-27 | Interest (CASH) | 100% | $1.00 | $1.01 | 0.52% | Interest Income | |
| 2005-07-06 | 2006-08-18 | Completed | 100% | $34.48 | $39.62 | 14.84% | Signal | |
| 2005-04-27 | 2005-07-06 | Interest (CASH) | 100% | $1.00 | $1.01 | 0.56% | Interest Income | |
| 2004-10-06 | 2005-04-27 | Completed | 100% | $33.61 | $33.00 | -1.88% | Signal | |
| 2004-09-09 | 2004-10-06 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.13% | Interest Income | |
| 2003-04-30 | 2004-09-09 | Completed | 100% | $23.80 | $32.38 | 36.02% | Signal | |
| 2003-03-28 | 2003-04-30 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.10% | Interest Income | |
| 2003-03-24 | 2003-03-28 | Completed | 100% | $23.16 | $21.46 | -7.36% | Stop | |
| 2003-01-28 | 2003-03-24 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.18% | Interest Income | |
| 2003-01-08 | 2003-01-28 | Completed | 100% | $23.59 | $21.45 | -9.12% | Stop | |
| 2002-07-22 | 2003-01-08 | Interest (CASH) | 100% | $1.00 | $1.01 | 0.69% | Interest Income | |
| 2002-07-08 | 2002-07-22 | Completed | 100% | $23.37 | $19.36 | -17.18% | Stop | |
| 2002-06-13 | 2002-07-08 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.11% | Interest Income | |
| 2001-11-12 | 2002-06-13 | Completed | 100% | $20.30 | $23.09 | 13.66% | Stop | |
| 2001-01-10 | 2001-11-12 | Interest (CASH) | 100% | $1.00 | $1.03 | 3.03% | Interest Income | |
| 2000-12-15 | 2001-01-10 | Completed | 100% | $33.96 | $28.81 | -15.20% | Stop | |
| 2000-11-22 | 2000-12-15 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.38% | Interest Income | |
| 2000-11-06 | 2000-11-22 | Completed | 100% | $36.85 | $32.54 | -11.74% | Stop | |
| 2000-10-13 | 2000-11-06 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.39% | Interest Income | |
| 2000-05-24 | 2000-10-13 | Completed | 100% | $31.14 | $31.65 | 1.59% | Stop | |
| 2000-04-12 | 2000-05-24 | Interest (CASH) | 100% | $1.00 | $1.01 | 0.67% | Interest Income | |
| 2000-03-14 | 2000-04-12 | Completed | 100% | $26.49 | $29.86 | 12.66% | Signal | |
| 2000-02-18 | 2000-03-14 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.36% | Interest Income | |
| 1999-06-17 | 2000-02-18 | Completed | 100% | $25.30 | $30.20 | 19.29% | Stop | |
| 1999-05-25 | 1999-06-17 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.29% | Interest Income | |
| 1999-01-08 | 1999-05-25 | Completed | 100% | $21.65 | $23.74 | 9.57% | Stop | |
| 1998-09-11 | 1999-01-08 | Interest (CASH) | 100% | $1.00 | $1.01 | 1.42% | Interest Income | |
| 1998-09-02 | 1998-09-11 | Completed | 100% | $16.62 | $14.32 | -13.85% | Stop | |
| 1998-08-11 | 1998-09-02 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.31% | Interest Income | |
| 1997-11-20 | 1998-08-11 | Completed | 100% | $15.96 | $19.87 | 24.48% | Stop | |
| 1997-10-29 | 1997-11-20 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.33% | Interest Income | |
| 1997-04-24 | 1997-10-29 | Completed | 100% | $12.25 | $15.58 | 27.09% | Stop | |
| 1997-04-02 | 1997-04-24 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.33% | Interest Income | |
| 1996-10-08 | 1997-04-02 | Completed | 100% | $9.35 | $11.95 | 27.83% | Stop | |
| 1996-08-02 | 1996-10-08 | Interest (CASH) | 100% | $1.00 | $1.01 | 0.93% | Interest Income | |
| 1996-07-31 | 1996-08-02 | Completed | 100% | $8.58 | $8.95 | 4.25% | Signal | |
| 1996-07-09 | 1996-07-31 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.33% | Interest Income | |
| 1994-07-27 | 1996-07-09 | Completed | 100% | $4.95 | $8.44 | 70.50% | Stop | |
| 1994-01-10 | 1994-07-27 | Interest (CASH) | 100% | $1.00 | $1.02 | 2.06% | Interest Income | |
| 1993-11-29 | 1994-01-10 | Completed | 100% | $5.00 | $4.75 | -4.92% | Signal | |
| 1993-11-04 | 1993-11-29 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.20% | Interest Income | |
| 1992-12-23 | 1993-11-04 | Completed | 100% | $3.86 | $4.88 | 26.42% | Stop | |
| 1992-10-05 | 1992-12-23 | Interest (CASH) | 100% | $1.00 | $1.01 | 0.69% | Interest Income | |
| 1992-09-16 | 1992-10-05 | Completed | 100% | $3.47 | $3.27 | -5.64% | Signal | |
| 1992-08-24 | 1992-09-16 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.19% | Interest Income | |
| 1992-04-21 | 1992-08-24 | Completed | 100% | $3.43 | $3.14 | -8.51% | Stop | |
| 1991-10-04 | 1992-04-21 | Interest (CASH) | 100% | $1.00 | $1.02 | 2.31% | Interest Income | |
| 1991-05-23 | 1991-10-04 | Completed | 100% | $3.41 | $3.35 | -1.88% | Stop | |
| 1991-05-01 | 1991-05-23 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.35% | Interest Income | |
| 1991-03-21 | 1991-05-01 | Completed | 100% | $3.91 | $3.78 | -3.45% | Stop | |
| 1990-01-05 | 1991-03-21 | Interest (CASH) | 100% | $1.00 | $1.09 | 9.11% | Interest Income | |
| 1989-12-11 | 1990-01-05 | Completed | 100% | $4.67 | $4.83 | 3.24% | Signal | |
| 1989-11-16 | 1989-12-11 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.48% | Interest Income | |
| 1988-07-12 | 1989-11-16 | Completed | 100% | $3.62 | $4.67 | 29.16% | Stop | |
| 1987-10-19 | 1988-07-12 | Interest (CASH) | 100% | $1.00 | $1.06 | 5.66% | Interest Income | |
| 1987-05-08 | 1987-10-19 | Completed | 100% | $4.28 | $3.73 | -12.96% | Stop | |
| 1987-04-15 | 1987-05-08 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.48% | Interest Income | |
| 1987-01-23 | 1987-04-15 | Completed | 100% | $4.44 | $4.49 | 1.16% | Stop | |
| 1986-09-26 | 1987-01-23 | Interest (CASH) | 100% | $1.00 | $1.02 | 2.48% | Interest Income | |
| 1986-05-28 | 1986-09-26 | Completed | 100% | $3.85 | $3.48 | -9.44% | Stop | |
| 1986-05-05 | 1986-05-28 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.48% | Interest Income | |
| 1985-11-15 | 1986-05-05 | Completed | 100% | $2.95 | $3.63 | 22.97% | Stop | |
| 1985-10-07 | 1985-11-15 | Interest (CASH) | 100% | $1.00 | $1.01 | 0.87% | Interest Income | |
| 1985-09-26 | 1985-10-07 | Completed | 100% | $2.51 | $2.55 | 1.38% | Signal | |
| 1985-09-04 | 1985-09-26 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.48% | Interest Income | |
| 1984-09-04 | 1985-09-04 | Completed | 100% | $1.92 | $2.50 | 30.22% | Stop | |
| 1984-04-12 | 1984-09-04 | Interest (CASH) | 100% | $1.00 | $1.03 | 3.01% | Interest Income | |
| 1984-03-22 | 1984-04-12 | Completed | 100% | $1.79 | $1.67 | -6.76% | Stop | |
| 1983-09-28 | 1984-03-22 | Interest (CASH) | 100% | $1.00 | $1.04 | 3.72% | Interest Income | |
| 1983-08-23 | 1983-09-28 | Completed | 100% | $2.45 | $2.08 | -15.36% | Stop | |
| 1983-08-01 | 1983-08-23 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.48% | Interest Income | |
| 1983-01-10 | 1983-08-01 | Completed | 100% | $1.82 | $2.39 | 31.51% | Stop | |
| 1982-12-16 | 1983-01-10 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.48% | Interest Income | |
| 1982-10-04 | 1982-12-16 | Completed | 100% | $1.34 | $1.63 | 22.22% | Stop | |
| 1982-07-07 | 1982-10-04 | Interest (CASH) | 100% | $1.00 | $1.02 | 1.87% | Interest Income | |
| 1982-06-23 | 1982-07-07 | Completed | 100% | $1.12 | $1.01 | -10.21% | Signal | |
| 1982-06-01 | 1982-06-23 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.48% | Interest Income | |
| 1982-03-30 | 1982-06-01 | Completed | 100% | $1.26 | $1.14 | -8.92% | Stop | |
| 1982-01-26 | 1982-03-30 | Interest (CASH) | 100% | $1.00 | $1.01 | 1.32% | Interest Income | |
| 1981-12-04 | 1982-01-26 | Completed | 100% | $1.24 | $1.09 | -12.08% | Signal | |
| 1981-09-08 | 1981-12-04 | Interest (CASH) | 100% | $1.00 | $1.02 | 1.87% | Interest Income | |
| 1981-07-29 | 1981-09-08 | Completed | 100% | $1.19 | $1.06 | -10.85% | Stop | |
| 1981-07-07 | 1981-07-29 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.48% | Interest Income | |
| 1981-05-14 | 1981-07-07 | Completed | 100% | $1.10 | $1.21 | 9.35% | Stop | |
| 1981-04-22 | 1981-05-14 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.48% | Interest Income | |
| 1980-11-19 | 1981-04-22 | Completed | 100% | $0.91 | $1.06 | 16.24% | Stop | |
| 1980-10-27 | 1980-11-19 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.48% | Interest Income | |
| 1980-05-23 | 1980-10-27 | Completed | 100% | $0.84 | $0.87 | 3.47% | Stop | |
| 1979-11-14 | 1980-05-23 | Interest (CASH) | 100% | $1.00 | $1.04 | 4.03% | Interest Income | |
| 1979-11-02 | 1979-11-14 | Completed | 100% | $0.72 | $0.69 | -3.81% | Signal | |
| 1979-10-11 | 1979-11-02 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.48% | Interest Income | |
| 1979-06-06 | 1979-10-11 | Completed | 100% | $0.82 | $0.74 | -9.48% | Stop | |
| 1978-11-02 | 1979-06-06 | Interest (CASH) | 100% | $1.00 | $1.05 | 4.53% | Interest Income | |
| 1978-10-12 | 1978-11-02 | Completed | 100% | $0.78 | $0.74 | -5.84% | Signal | |
| 1978-09-20 | 1978-10-12 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.48% | Interest Income | |
| 1978-06-05 | 1978-09-20 | Completed | 100% | $0.85 | $0.78 | -8.19% | Stop | |
| 1978-02-17 | 1978-06-05 | Interest (CASH) | 100% | $1.00 | $1.02 | 2.21% | Interest Income | |
| 1978-02-03 | 1978-02-17 | Completed | 100% | $0.76 | $0.71 | -6.93% | Stop | |
| 1977-11-15 | 1978-02-03 | Interest (CASH) | 100% | $1.00 | $1.02 | 1.66% | Interest Income | |
| 1977-07-08 | 1977-11-15 | Completed | 100% | $0.85 | $0.84 | -1.67% | Signal | |
| 1977-01-26 | 1977-07-08 | Interest (CASH) | 100% | $1.00 | $1.03 | 3.44% | Interest Income | |
| 1976-06-21 | 1977-01-26 | Completed | 100% | $0.80 | $0.75 | -6.65% | Stop | |
| 1976-04-20 | 1976-06-21 | Interest (CASH) | 100% | $1.00 | $1.01 | 1.29% | Interest Income | |
| 1976-03-29 | 1976-04-20 | Completed | 100% | $0.79 | $0.69 | -13.09% | Signal | |
| 1976-03-05 | 1976-03-29 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.48% | Interest Income | |
| 1976-01-19 | 1976-03-05 | Completed | 100% | $0.90 | $0.76 | -15.97% | Stop | |
| 1975-09-22 | 1976-01-19 | Interest (CASH) | 100% | $1.00 | $1.02 | 2.48% | Interest Income | |
| 1975-08-15 | 1975-09-22 | Completed | 100% | $0.71 | $0.70 | -1.55% | Signal | |
| 1975-07-24 | 1975-08-15 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.48% | Interest Income | |
| 1975-02-04 | 1975-07-24 | Completed | 100% | $0.66 | $0.81 | 21.94% | Stop | |
| 1974-08-14 | 1975-02-04 | Interest (CASH) | 100% | $1.00 | $1.04 | 3.62% | Interest Income | |