DIA
SPDR Dow Jones Industrial Average ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
DIA Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 15.67% | 22.49% | 7.26% | 9.40% | 12.49% | 12.86% | 7.76% | 7.93% |
| Sharpe Ratio | 1.32 | 1.64 | 0.67 | 0.61 | 0.99 | 0.69 | 0.71 | 0.41 |
| Max Drawdown | -9.76% | -9.76% | -13.18% | -20.76% | -14.66% | -36.70% | -18.30% | -51.87% |
| % Time Invested | 99.6% | 100.0% | 94.9% | 100.0% | 96.3% | 100.0% | 88.3% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 2.2 | 0.0 | 2.5 | 0.0 | 3.2 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-22 | Pending | Pending Sell | 33% | $437.84 | — | — | Signal |
| 2025-10-02 | Open | Open | 34% | $460.63 | $488.67 | 6.09% | Mark-to-Market |
| 2025-05-01 | Open | Open | 33% | $402.30 | $488.67 | 21.47% | Mark-to-Market |
| 2025-06-23 | 2025-10-02 | Interest | 34% | $1.00 | $1.01 | 1.18% | Interest Income |
| 2025-05-06 | 2025-07-22 | Interest | 33% | $1.00 | $1.01 | 0.89% | Interest Income |
| 2025-04-30 | 2025-06-23 | Completed | 34% | $396.28 | $417.05 | 5.24% | Signal |
| 2025-05-01 | 2025-05-06 | Completed | 33% | $402.30 | $402.22 | -0.02% | Signal |
| 2025-04-08 | 2025-05-01 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-21 | 2025-05-01 | Interest | 33% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2025-04-07 | 2025-04-30 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-11-07 | 2025-04-08 | Completed | 33% | $327.11 | $387.27 | 18.39% | Stop |
| 2023-03-10 | 2025-04-07 | Completed | 34% | $305.63 | $365.52 | 19.60% | Stop |
| 2024-07-31 | 2025-03-21 | Completed | 33% | $396.49 | $409.49 | 3.28% | Signal |
| 2024-07-09 | 2024-07-31 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2024-01-17 | 2024-07-09 | Completed | 33% | $358.41 | $382.45 | 6.71% | Signal |
| 2023-12-21 | 2024-01-17 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2023-12-18 | 2023-12-21 | Completed | 33% | $359.89 | $359.51 | -0.11% | Signal |
| 2023-11-02 | 2023-12-18 | Interest | 33% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2023-07-24 | 2023-11-07 | Interest | 33% | $1.00 | $1.01 | 1.29% | Interest Income |
| 2023-06-20 | 2023-11-02 | Completed | 33% | $325.87 | $321.39 | -1.38% | Signal |
| 2023-07-19 | 2023-07-24 | Completed | 33% | $334.56 | $337.03 | 0.74% | Signal |
| 2022-10-31 | 2023-07-19 | Interest | 33% | $1.00 | $1.03 | 2.58% | Interest Income |
| 2023-04-24 | 2023-06-20 | Interest | 33% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2022-12-16 | 2023-04-24 | Completed | 33% | $311.25 | $321.22 | 3.20% | Signal |
| 2022-05-05 | 2023-03-10 | Interest | 34% | $1.00 | $1.03 | 2.88% | Interest Income |
| 2022-03-14 | 2022-12-16 | Interest | 33% | $1.00 | $1.02 | 2.44% | Interest Income |
| 2022-06-15 | 2022-10-31 | Completed | 33% | $286.10 | $307.69 | 7.54% | Signal |
| 2022-05-23 | 2022-06-15 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2020-03-24 | 2022-05-23 | Completed | 33% | $176.20 | $294.43 | 67.10% | Stop |
| 2020-09-25 | 2022-05-05 | Completed | 34% | $242.07 | $314.70 | 30.01% | Signal |
| 2020-07-01 | 2022-03-14 | Completed | 33% | $233.65 | $308.23 | 31.92% | Signal |
| 2020-08-13 | 2020-09-25 | Interest | 34% | $1.00 | $1.00 | 0.08% | Interest Income |
| 2020-08-11 | 2020-08-13 | Completed | 34% | $253.74 | $252.14 | -0.63% | Signal |
| 2020-05-11 | 2020-08-11 | Interest | 34% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2020-03-31 | 2020-07-01 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2020-03-24 | 2020-05-11 | Completed | 34% | $176.20 | $217.08 | 23.20% | Signal |
| 2020-03-24 | 2020-03-31 | Completed | 33% | $176.20 | $199.25 | 13.08% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 34% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-06-17 | 2020-03-02 | Completed | 34% | $230.24 | $229.77 | -0.20% | Stop |
| 2019-03-28 | 2020-03-02 | Completed | 33% | $225.39 | $229.77 | 1.94% | Stop |
| 2019-01-18 | 2020-03-02 | Completed | 33% | $214.46 | $229.77 | 7.14% | Stop |
| 2019-03-19 | 2019-06-17 | Interest | 34% | $1.00 | $1.01 | 0.59% | Interest Income |
| 2018-12-20 | 2019-03-28 | Interest | 33% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2019-01-15 | 2019-03-19 | Completed | 34% | $208.45 | $228.19 | 9.47% | Signal |
| 2018-12-26 | 2019-01-18 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-12-20 | 2019-01-15 | Interest | 34% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-09-07 | 2018-12-26 | Completed | 33% | $153.64 | $191.22 | 24.46% | Stop |
| 2018-07-27 | 2018-12-20 | Completed | 33% | $220.38 | $202.36 | -8.17% | Stop |
| 2016-06-08 | 2018-12-20 | Completed | 34% | $147.99 | $202.36 | 36.74% | Stop |
| 2018-05-07 | 2018-07-27 | Interest | 33% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2016-04-28 | 2018-05-07 | Completed | 33% | $146.97 | $209.18 | 42.33% | Signal |
| 2016-07-22 | 2016-09-07 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2016-07-19 | 2016-07-22 | Completed | 33% | $152.81 | $152.80 | -0.01% | Signal |
| 2016-05-12 | 2016-07-19 | Interest | 33% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2016-03-23 | 2016-06-08 | Interest | 34% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2015-09-17 | 2016-05-12 | Completed | 33% | $135.35 | $145.95 | 7.83% | Signal |
| 2016-03-24 | 2016-04-28 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-03-22 | 2016-03-24 | Completed | 33% | $143.78 | $142.59 | -0.83% | Signal |
| 2016-03-18 | 2016-03-23 | Completed | 34% | $143.76 | $143.72 | -0.03% | Signal |
| 2016-02-29 | 2016-03-22 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-28 | 2016-03-18 | Interest | 34% | $1.00 | $1.01 | 0.97% | Interest Income |
| 2015-12-11 | 2016-02-29 | Completed | 33% | $141.19 | $135.99 | -3.68% | Signal |
| 2015-10-15 | 2015-12-11 | Interest | 33% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2015-10-13 | 2015-10-15 | Completed | 33% | $137.91 | $137.23 | -0.50% | Signal |
| 2015-08-04 | 2015-10-13 | Interest | 33% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2015-09-17 | 2015-09-28 | Completed | 34% | $135.35 | $131.26 | -3.02% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-08-25 | 2015-09-17 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-03-02 | 2015-08-25 | Completed | 34% | $96.69 | $132.05 | 36.57% | Stop |
| 2011-09-01 | 2015-08-25 | Completed | 33% | $85.55 | $132.05 | 54.36% | Stop |
| 2013-11-27 | 2015-08-04 | Completed | 33% | $125.16 | $141.66 | 13.19% | Signal |
| 2013-11-05 | 2013-11-27 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2013-02-07 | 2013-11-05 | Completed | 33% | $106.58 | $120.64 | 13.19% | Signal |
| 2013-01-14 | 2013-02-07 | Interest | 33% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2012-09-04 | 2013-01-14 | Completed | 33% | $98.81 | $102.71 | 3.94% | Signal |
| 2012-07-02 | 2012-09-04 | Interest | 33% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2011-12-19 | 2012-07-02 | Completed | 33% | $88.21 | $96.79 | 9.73% | Signal |
| 2011-10-25 | 2012-03-02 | Interest | 34% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2011-08-09 | 2011-12-19 | Interest | 33% | $1.00 | $1.01 | 0.75% | Interest Income |
| 2011-08-31 | 2011-10-25 | Completed | 34% | $85.60 | $87.42 | 2.12% | Signal |
| 2011-08-10 | 2011-09-01 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-09 | 2011-08-31 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-04-14 | 2011-08-10 | Completed | 33% | $78.50 | $80.91 | 3.08% | Stop |
| 2010-11-19 | 2011-08-09 | Completed | 34% | $80.60 | $80.50 | -0.12% | Stop |
| 2010-10-06 | 2011-08-09 | Completed | 33% | $78.68 | $80.50 | 2.32% | Stop |
| 2010-10-08 | 2010-11-19 | Interest | 34% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2010-07-27 | 2010-10-08 | Completed | 34% | $75.60 | $78.83 | 4.27% | Signal |
| 2010-07-02 | 2010-10-06 | Interest | 33% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2010-07-02 | 2010-07-27 | Interest | 34% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2009-08-27 | 2010-07-02 | Completed | 34% | $66.81 | $69.67 | 4.27% | Stop |
| 2009-06-04 | 2010-07-02 | Completed | 33% | $60.30 | $69.67 | 15.52% | Stop |
| 2010-03-22 | 2010-04-14 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2010-03-18 | 2010-03-22 | Completed | 33% | $76.17 | $75.91 | -0.35% | Signal |
| 2009-07-24 | 2010-03-18 | Interest | 33% | $1.00 | $1.02 | 2.28% | Interest Income |
| 2009-07-24 | 2009-08-27 | Interest | 34% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2009-07-22 | 2009-07-24 | Completed | 34% | $61.88 | $63.02 | 1.85% | Signal |
| 2009-07-22 | 2009-07-24 | Completed | 33% | $61.88 | $63.02 | 1.85% | Signal |
| 2008-08-12 | 2009-07-22 | Interest | 33% | $1.00 | $1.03 | 3.03% | Interest Income |
| 2008-02-20 | 2009-07-22 | Interest | 34% | $1.00 | $1.05 | 4.91% | Interest Income |
| 2008-07-14 | 2009-06-04 | Interest | 33% | $1.00 | $1.03 | 2.89% | Interest Income |
| 2008-08-07 | 2008-08-12 | Completed | 33% | $77.91 | $79.24 | 1.71% | Signal |
| 2008-07-16 | 2008-08-07 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-02-14 | 2008-07-16 | Completed | 33% | $83.80 | $73.92 | -11.79% | Stop |
| 2008-06-13 | 2008-07-14 | Completed | 33% | $82.00 | $75.57 | -7.84% | Signal |
| 2007-12-28 | 2008-06-13 | Interest | 33% | $1.00 | $1.02 | 1.69% | Interest Income |
| 2008-02-12 | 2008-02-20 | Completed | 34% | $82.12 | $81.86 | -0.32% | Signal |
| 2008-01-23 | 2008-02-14 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2008-01-18 | 2008-02-12 | Interest | 34% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2004-01-28 | 2008-01-23 | Completed | 33% | $65.15 | $78.17 | 19.98% | Stop |
| 2006-01-12 | 2008-01-18 | Completed | 34% | $70.32 | $81.56 | 15.99% | Stop |
| 2007-11-16 | 2007-12-28 | Completed | 33% | $87.53 | $89.39 | 2.12% | Signal |
| 2007-10-19 | 2007-11-16 | Interest | 33% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2006-10-02 | 2007-10-19 | Completed | 33% | $75.65 | $91.36 | 20.76% | Signal |
| 2006-09-08 | 2006-10-02 | Interest | 33% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2006-09-06 | 2006-09-08 | Completed | 33% | $73.91 | $73.49 | -0.58% | Signal |
| 2006-07-26 | 2006-09-06 | Interest | 33% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2005-12-21 | 2006-07-26 | Completed | 33% | $68.95 | $71.51 | 3.71% | Signal |
| 2005-10-05 | 2006-01-12 | Interest | 34% | $1.00 | $1.01 | 1.19% | Interest Income |
| 2005-10-26 | 2005-12-21 | Interest | 33% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2005-08-16 | 2005-10-26 | Completed | 33% | $67.07 | $65.68 | -2.07% | Signal |
| 2005-10-03 | 2005-10-05 | Completed | 34% | $67.05 | $66.12 | -1.38% | Signal |
| 2005-08-12 | 2005-10-03 | Interest | 34% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2005-06-22 | 2005-08-16 | Interest | 33% | $1.00 | $1.01 | 0.62% | Interest Income |
| 2005-02-07 | 2005-08-12 | Completed | 34% | $66.85 | $67.33 | 0.71% | Signal |
| 2005-06-20 | 2005-06-22 | Completed | 33% | $66.65 | $66.99 | 0.50% | Signal |
| 2005-04-29 | 2005-06-20 | Interest | 33% | $1.00 | $1.01 | 0.56% | Interest Income |
| 2004-12-06 | 2005-04-29 | Completed | 33% | $65.91 | $63.63 | -3.46% | Signal |
| 2004-12-21 | 2005-02-07 | Interest | 34% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2004-12-17 | 2004-12-21 | Completed | 34% | $66.43 | $66.68 | 0.37% | Signal |
| 2004-09-09 | 2004-12-17 | Interest | 34% | $1.00 | $1.01 | 1.14% | Interest Income |
| 2004-05-21 | 2004-12-06 | Interest | 33% | $1.00 | $1.02 | 2.32% | Interest Income |
| 2003-07-21 | 2004-09-09 | Completed | 34% | $55.62 | $64.00 | 15.07% | Signal |
| 2003-05-30 | 2004-05-21 | Completed | 33% | $52.96 | $61.60 | 16.31% | Signal |
| 2003-10-16 | 2004-01-28 | Interest | 33% | $1.00 | $1.01 | 1.17% | Interest Income |
| 2003-10-10 | 2003-10-16 | Completed | 33% | $59.01 | $59.38 | 0.62% | Signal |
| 2003-03-25 | 2003-10-10 | Interest | 33% | $1.00 | $1.02 | 2.15% | Interest Income |
| 2003-03-25 | 2003-07-21 | Interest | 34% | $1.00 | $1.01 | 1.16% | Interest Income |
| 2003-03-17 | 2003-05-30 | Interest | 33% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2003-03-21 | 2003-03-25 | Completed | 34% | $50.43 | $49.50 | -1.85% | Signal |
| 2003-03-21 | 2003-03-25 | Completed | 33% | $50.43 | $49.50 | -1.85% | Signal |
| 2002-08-09 | 2003-03-21 | Interest | 34% | $1.00 | $1.02 | 2.41% | Interest Income |
| 2000-12-08 | 2003-03-21 | Interest | 33% | $1.00 | $1.11 | 11.01% | Interest Income |
| 2003-03-11 | 2003-03-17 | Completed | 33% | $45.64 | $47.04 | 3.07% | Signal |
| 2003-02-14 | 2003-03-11 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2003-01-03 | 2003-02-14 | Completed | 33% | $51.48 | $46.79 | -9.12% | Stop |
| 2002-06-17 | 2003-01-03 | Interest | 33% | $1.00 | $1.02 | 2.29% | Interest Income |
| 2002-07-22 | 2002-08-09 | Completed | 34% | $47.05 | $51.31 | 9.05% | Signal |
| 2002-06-27 | 2002-07-22 | Interest | 34% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2002-05-10 | 2002-06-27 | Completed | 34% | $59.42 | $54.54 | -8.21% | Stop |
| 2002-01-10 | 2002-06-17 | Completed | 33% | $59.28 | $56.44 | -4.78% | Stop |
| 2000-07-19 | 2002-05-10 | Interest | 34% | $1.00 | $1.10 | 9.54% | Interest Income |
| 2001-09-06 | 2002-01-10 | Interest | 33% | $1.00 | $1.02 | 1.55% | Interest Income |
| 2001-06-22 | 2001-09-06 | Completed | 33% | $62.24 | $58.20 | -6.48% | Signal |
| 2000-11-21 | 2001-06-22 | Interest | 33% | $1.00 | $1.03 | 2.97% | Interest Income |
| 2000-03-21 | 2000-12-08 | Completed | 33% | $60.93 | $62.11 | 1.93% | Signal |
| 2000-09-29 | 2000-11-21 | Completed | 33% | $62.11 | $60.56 | -2.50% | Signal |
| 2000-09-07 | 2000-09-29 | Interest | 33% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2000-08-28 | 2000-09-07 | Completed | 33% | $64.50 | $64.81 | 0.49% | Signal |
| 2000-07-19 | 2000-08-28 | Interest | 33% | $1.00 | $1.01 | 0.64% | Interest Income |
| 2000-07-17 | 2000-07-19 | Completed | 33% | $61.84 | $61.66 | -0.29% | Signal |
| 2000-07-17 | 2000-07-19 | Completed | 34% | $61.84 | $61.66 | -0.29% | Signal |
| 2000-03-29 | 2000-07-17 | Interest | 33% | $1.00 | $1.02 | 1.80% | Interest Income |
| 2000-02-18 | 2000-07-17 | Interest | 34% | $1.00 | $1.02 | 2.47% | Interest Income |
| 2000-03-15 | 2000-03-29 | Completed | 33% | $56.31 | $62.81 | 11.54% | Signal |
| 2000-02-28 | 2000-03-21 | Interest | 33% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2000-02-22 | 2000-03-15 | Interest | 33% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2000-01-12 | 2000-02-28 | Completed | 33% | $65.82 | $56.63 | -13.96% | Stop |
| 2000-01-12 | 2000-02-22 | Completed | 33% | $65.82 | $58.73 | -10.76% | Stop |
| 2000-01-12 | 2000-02-18 | Completed | 34% | $65.82 | $59.95 | -8.92% | Signal |
| 2000-01-10 | 2000-01-12 | Interest | 33% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2000-01-10 | 2000-01-12 | Interest | 34% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2000-01-10 | 2000-01-12 | Interest | 33% | $1.00 | $1.00 | 0.03% | Interest Income |
Return Distribution Analysis
