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 | 21.50% | 22.49% | 7.45% | 9.40% | 14.05% | 12.86% | 8.10% | 7.93% |
| Sharpe Ratio | 1.57 | 1.64 | 0.58 | 0.61 | 0.95 | 0.69 | 0.62 | 0.41 |
| Max Drawdown | -9.76% | -9.76% | -18.49% | -20.76% | -18.49% | -36.70% | -26.48% | -51.87% |
| % Time Invested | 99.2% | 100.0% | 76.7% | 100.0% | 83.7% | 100.0% | 74.5% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.8 | 0.0 | 0.8 | 0.0 | 0.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-05-01 | Open | Open | 100% | $402.30 | $488.67 | 21.47% | Mark-to-Market |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-10-31 | 2025-04-08 | Completed | 100% | $316.02 | $387.27 | 22.55% | Stop |
| 2023-07-24 | 2023-10-31 | Interest | 100% | $1.00 | $1.01 | 1.20% | Interest Income |
| 2023-07-19 | 2023-07-24 | Completed | 100% | $334.56 | $337.03 | 0.74% | Signal |
| 2022-11-03 | 2023-07-19 | Interest | 100% | $1.00 | $1.03 | 2.53% | Interest Income |
| 2022-10-25 | 2022-11-03 | Completed | 100% | $295.86 | $300.56 | 1.59% | Signal |
| 2022-10-03 | 2022-10-25 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2022-06-14 | 2022-10-03 | Completed | 100% | $286.30 | $273.30 | -4.54% | Stop |
| 2022-05-20 | 2022-06-14 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-03-24 | 2022-05-20 | Completed | 100% | $176.20 | $293.94 | 66.82% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-16 | 2020-03-02 | Completed | 100% | $210.56 | $229.77 | 9.12% | Stop |
| 2018-12-21 | 2019-01-16 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-09-12 | 2018-12-21 | Completed | 100% | $149.27 | $199.79 | 33.84% | Stop |
| 2016-07-22 | 2016-09-12 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2016-07-19 | 2016-07-22 | Completed | 100% | $152.81 | $152.80 | -0.01% | Signal |
| 2016-05-09 | 2016-07-19 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2015-09-17 | 2016-05-09 | Completed | 100% | $135.35 | $145.49 | 7.49% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-31 | 2015-08-25 | Completed | 100% | $85.60 | $132.05 | 54.26% | Stop |
| 2011-08-09 | 2011-08-31 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-04-14 | 2011-08-09 | Completed | 100% | $78.50 | $80.50 | 2.55% | Stop |
| 2010-03-22 | 2010-04-14 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2010-03-18 | 2010-03-22 | Completed | 100% | $76.17 | $75.91 | -0.35% | Signal |
| 2009-07-24 | 2010-03-18 | Interest | 100% | $1.00 | $1.02 | 2.28% | Interest Income |
| 2009-07-22 | 2009-07-24 | Completed | 100% | $61.88 | $63.02 | 1.85% | Signal |
| 2008-08-11 | 2009-07-22 | Interest | 100% | $1.00 | $1.03 | 3.05% | Interest Income |
| 2008-08-05 | 2008-08-11 | Completed | 100% | $76.74 | $78.95 | 2.88% | Signal |
| 2008-07-14 | 2008-08-05 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-02-14 | 2008-07-14 | Completed | 100% | $83.80 | $75.57 | -9.83% | Stop |
| 2008-01-23 | 2008-02-14 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2004-01-27 | 2008-01-23 | Completed | 100% | $65.57 | $78.17 | 19.21% | Stop |
| 2003-10-16 | 2004-01-27 | Interest | 100% | $1.00 | $1.01 | 1.15% | Interest Income |
| 2003-10-10 | 2003-10-16 | Completed | 100% | $59.01 | $59.38 | 0.62% | Signal |
| 2003-03-25 | 2003-10-10 | Interest | 100% | $1.00 | $1.02 | 2.15% | Interest Income |
| 2003-03-21 | 2003-03-25 | Completed | 100% | $50.43 | $49.50 | -1.85% | Signal |
| 2000-12-06 | 2003-03-21 | Interest | 100% | $1.00 | $1.11 | 11.06% | Interest Income |
| 2000-03-20 | 2000-12-06 | Completed | 100% | $60.77 | $62.60 | 3.02% | Signal |
| 2000-02-25 | 2000-03-20 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2000-01-12 | 2000-02-25 | Completed | 100% | $65.82 | $57.43 | -12.74% | Stop |
| 2000-01-10 | 2000-01-12 | Interest | 100% | $1.00 | $1.00 | 0.03% | Interest Income |
Return Distribution Analysis
