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 | 12.32% | 22.49% | 6.09% | 9.40% | 10.45% | 12.86% | 6.34% | 7.93% |
| Sharpe Ratio | 1.05 | 1.64 | 0.51 | 0.61 | 0.83 | 0.69 | 0.54 | 0.41 |
| Max Drawdown | -9.76% | -9.76% | -15.26% | -20.76% | -16.42% | -36.70% | -35.50% | -51.87% |
| % Time Invested | 81.3% | 100.0% | 80.0% | 100.0% | 83.7% | 100.0% | 73.8% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 0.4 | 0.0 | 0.5 | 0.0 | 1.0 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-11 | Open | Open | 100% | $438.46 | $488.67 | 11.45% | Mark-to-Market |
| 2025-05-06 | 2025-07-11 | Interest | 100% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2025-05-01 | 2025-05-06 | Completed | 100% | $402.30 | $402.22 | -0.02% | Signal |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2022-12-13 | 2025-04-08 | Completed | 100% | $328.36 | $387.27 | 17.94% | Stop |
| 2022-03-14 | 2022-12-13 | Interest | 100% | $1.00 | $1.02 | 2.39% | Interest Income |
| 2020-07-31 | 2022-03-14 | Completed | 100% | $238.25 | $308.23 | 29.37% | Signal |
| 2020-03-26 | 2020-07-31 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2020-03-24 | 2020-03-26 | Completed | 100% | $176.20 | $192.50 | 9.25% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-03-15 | 2020-03-02 | Completed | 100% | $225.97 | $229.77 | 1.68% | Stop |
| 2018-12-21 | 2019-03-15 | Interest | 100% | $1.00 | $1.01 | 0.59% | Interest Income |
| 2016-04-15 | 2018-12-21 | Completed | 100% | $146.91 | $199.79 | 35.99% | Stop |
| 2016-03-23 | 2016-04-15 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2016-03-18 | 2016-03-23 | Completed | 100% | $143.76 | $143.72 | -0.03% | Signal |
| 2016-01-22 | 2016-03-18 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2015-12-10 | 2016-01-22 | Completed | 100% | $142.43 | $131.21 | -7.88% | Signal |
| 2015-10-15 | 2015-12-10 | Interest | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2015-10-13 | 2015-10-15 | Completed | 100% | $137.91 | $137.23 | -0.50% | Signal |
| 2015-08-25 | 2015-10-13 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2011-12-22 | 2015-08-25 | Completed | 100% | $90.06 | $132.05 | 46.62% | Stop |
| 2011-09-02 | 2011-12-22 | Interest | 100% | $1.00 | $1.01 | 0.62% | Interest Income |
| 2011-08-31 | 2011-09-02 | Completed | 100% | $85.60 | $83.08 | -2.94% | Signal |
| 2011-08-09 | 2011-08-31 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-09-21 | 2011-08-09 | Completed | 100% | $77.31 | $80.50 | 4.13% | Stop |
| 2010-07-13 | 2010-09-21 | Interest | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2009-06-29 | 2010-07-13 | Completed | 100% | $58.83 | $73.73 | 25.32% | Signal |
| 2008-01-10 | 2009-06-29 | Interest | 100% | $1.00 | $1.05 | 5.09% | Interest Income |
| 2005-11-23 | 2008-01-10 | Completed | 100% | $69.02 | $84.26 | 22.09% | Signal |
| 2005-11-01 | 2005-11-23 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2005-06-28 | 2005-11-01 | Completed | 100% | $65.08 | $66.19 | 1.71% | Signal |
| 2005-06-03 | 2005-06-28 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2004-12-01 | 2005-06-03 | Completed | 100% | $65.25 | $66.32 | 1.64% | Signal |
| 2004-08-19 | 2004-12-01 | Interest | 100% | $1.00 | $1.01 | 1.17% | Interest Income |
| 2003-05-16 | 2004-08-19 | Completed | 100% | $52.55 | $62.36 | 18.67% | Signal |
| 2003-03-25 | 2003-05-16 | Interest | 100% | $1.00 | $1.01 | 0.56% | Interest Income |
| 2003-03-21 | 2003-03-25 | Completed | 100% | $50.43 | $49.50 | -1.85% | Signal |
| 2002-06-27 | 2003-03-21 | Interest | 100% | $1.00 | $1.03 | 2.96% | Interest Income |
| 2002-03-07 | 2002-06-27 | Completed | 100% | $62.67 | $54.54 | -12.98% | Stop |
| 2001-08-17 | 2002-03-07 | Interest | 100% | $1.00 | $1.03 | 2.54% | Interest Income |
| 2001-06-07 | 2001-08-17 | Completed | 100% | $64.21 | $60.16 | -6.31% | Signal |
| 2001-03-19 | 2001-06-07 | Interest | 100% | $1.00 | $1.01 | 1.13% | Interest Income |
| 2001-02-07 | 2001-03-19 | Completed | 100% | $63.31 | $57.36 | -9.39% | Signal |
| 2000-11-21 | 2001-02-07 | Interest | 100% | $1.00 | $1.01 | 1.06% | Interest Income |
| 2000-08-31 | 2000-11-21 | Completed | 100% | $64.08 | $60.56 | -5.49% | Signal |
| 2000-07-19 | 2000-08-31 | Interest | 100% | $1.00 | $1.01 | 0.71% | Interest Income |
| 2000-07-17 | 2000-07-19 | Completed | 100% | $61.84 | $61.66 | -0.29% | Signal |
| 2000-06-15 | 2000-07-17 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 2000-05-23 | 2000-06-15 | Completed | 100% | $60.50 | $61.37 | 1.45% | Signal |
| 2000-02-25 | 2000-05-23 | Interest | 100% | $1.00 | $1.01 | 1.47% | 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
