ETN
Eaton Corporation plc
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
ETN Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 41.65% | 43.09% | 13.37% | 25.20% | 13.86% | 23.28% | 9.22% | 15.70% |
| Sharpe Ratio | 1.21 | 1.20 | 0.50 | 0.76 | 0.55 | 0.71 | 0.44 | 0.52 |
| Max Drawdown | -19.94% | -19.13% | -32.93% | -34.46% | -32.93% | -44.55% | -46.33% | -68.95% |
| % Time Invested | 93.7% | 100.0% | 79.9% | 100.0% | 75.4% | 100.0% | 66.0% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 1.6 | 0.0 | 2.0 | 0.0 | 1.5 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-12-16 | Open | Open | 100% | $332.18 | $410.77 | 23.66% | Mark-to-Market |
| 2025-11-21 | 2025-12-16 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-04-29 | 2025-11-21 | Completed | 100% | $284.46 | $328.02 | 15.31% | Stop |
| 2025-04-04 | 2025-04-29 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-02-20 | 2025-04-04 | Completed | 100% | $304.32 | $246.42 | -19.03% | Stop |
| 2025-01-28 | 2025-02-20 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2024-08-19 | 2025-01-28 | Completed | 100% | $291.68 | $306.84 | 5.20% | Stop |
| 2024-07-26 | 2024-08-19 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2023-11-10 | 2024-07-26 | Completed | 100% | $213.97 | $294.31 | 37.55% | Stop |
| 2023-10-19 | 2023-11-10 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2023-06-22 | 2023-10-19 | Completed | 100% | $188.00 | $195.70 | 4.10% | Stop |
| 2022-12-20 | 2023-06-22 | Interest | 100% | $1.00 | $1.02 | 1.78% | Interest Income |
| 2022-10-20 | 2022-12-20 | Completed | 100% | $132.08 | $147.58 | 11.73% | Signal |
| 2022-09-28 | 2022-10-20 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-06-14 | 2022-09-28 | Completed | 100% | $125.52 | $125.77 | 0.20% | Stop |
| 2022-05-20 | 2022-06-14 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-03-21 | 2022-05-20 | Completed | 100% | $146.62 | $129.32 | -11.80% | Stop |
| 2022-02-25 | 2022-03-21 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-06-09 | 2022-02-25 | Completed | 100% | $84.79 | $140.42 | 65.60% | Stop |
| 2020-05-15 | 2020-06-09 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-24 | 2020-05-15 | Completed | 100% | $55.63 | $67.04 | 20.52% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-11-20 | 2020-03-02 | Completed | 100% | $80.43 | $81.86 | 1.78% | Stop |
| 2019-08-15 | 2019-11-20 | Interest | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2019-07-02 | 2019-08-15 | Completed | 100% | $72.92 | $66.81 | -8.38% | Signal |
| 2019-06-10 | 2019-07-02 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2019-05-03 | 2019-06-10 | Completed | 100% | $71.98 | $69.98 | -2.79% | Signal |
| 2019-04-10 | 2019-05-03 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2019-04-08 | 2019-04-10 | Completed | 100% | $72.39 | $71.90 | -0.67% | Signal |
| 2019-03-14 | 2019-04-08 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2019-01-17 | 2019-03-14 | Completed | 100% | $60.15 | $70.15 | 16.62% | Signal |
| 2018-12-24 | 2019-01-17 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-15 | 2018-12-24 | Completed | 100% | $62.25 | $57.01 | -8.42% | Stop |
| 2018-10-24 | 2018-11-15 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-05-24 | 2018-10-24 | Completed | 100% | $68.28 | $63.55 | -6.93% | Stop |
| 2018-05-02 | 2018-05-24 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2017-01-09 | 2018-05-02 | Completed | 100% | $56.38 | $62.97 | 11.69% | Stop |
| 2016-12-14 | 2017-01-09 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2016-12-09 | 2016-12-14 | Completed | 100% | $57.37 | $56.58 | -1.38% | Signal |
| 2016-08-15 | 2016-12-09 | Interest | 100% | $1.00 | $1.01 | 0.60% | Interest Income |
| 2016-08-10 | 2016-08-15 | Completed | 100% | $54.11 | $54.97 | 1.58% | Signal |
| 2015-04-28 | 2016-08-10 | Interest | 100% | $1.00 | $1.03 | 2.60% | Interest Income |
| 2014-11-03 | 2015-04-28 | Completed | 100% | $52.01 | $53.16 | 2.21% | Signal |
| 2014-10-10 | 2014-11-03 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2014-08-26 | 2014-10-10 | Completed | 100% | $53.68 | $45.18 | -15.84% | Stop |
| 2014-08-04 | 2014-08-26 | Interest | 100% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2012-12-20 | 2014-08-04 | Completed | 100% | $39.39 | $51.41 | 30.52% | Stop |
| 2012-06-18 | 2012-12-20 | Interest | 100% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2012-06-07 | 2012-06-18 | Completed | 100% | $30.10 | $28.24 | -6.19% | Signal |
| 2012-05-15 | 2012-06-07 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2011-10-14 | 2012-05-15 | Completed | 100% | $30.00 | $31.67 | 5.56% | Stop |
| 2011-09-22 | 2011-10-14 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2011-08-26 | 2011-09-22 | Completed | 100% | $27.32 | $24.47 | -10.45% | Stop |
| 2011-08-04 | 2011-08-26 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-06-29 | 2011-08-04 | Completed | 100% | $34.39 | $31.02 | -9.78% | Stop |
| 2011-06-07 | 2011-06-29 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2010-07-29 | 2011-06-07 | Completed | 100% | $26.26 | $33.56 | 27.79% | Stop |
| 2010-07-07 | 2010-07-29 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2010-06-01 | 2010-07-07 | Completed | 100% | $23.37 | $21.55 | -7.78% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-10 | 2010-05-07 | Completed | 100% | $24.38 | $23.91 | -1.96% | Stop |
| 2008-09-19 | 2010-03-10 | Interest | 100% | $1.00 | $1.05 | 4.91% | Interest Income |
| 2008-07-25 | 2008-09-19 | Completed | 100% | $22.09 | $22.12 | 0.11% | Stop |
| 2008-07-02 | 2008-07-25 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-02-11 | 2008-07-02 | Completed | 100% | $25.05 | $26.59 | 6.15% | Stop |
| 2008-01-17 | 2008-02-11 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2007-12-13 | 2008-01-17 | Completed | 100% | $28.45 | $26.28 | -7.61% | Stop |
| 2007-11-20 | 2007-12-13 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2007-09-04 | 2007-11-20 | Completed | 100% | $29.13 | $26.51 | -9.00% | Stop |
| 2007-08-10 | 2007-09-04 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2006-08-09 | 2007-08-10 | Completed | 100% | $19.56 | $26.63 | 36.14% | Stop |
| 2006-07-18 | 2006-08-09 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2006-05-15 | 2006-07-18 | Completed | 100% | $23.01 | $19.56 | -15.01% | Stop |
| 2006-02-01 | 2006-05-15 | Interest | 100% | $1.00 | $1.01 | 1.33% | Interest Income |
| 2005-11-15 | 2006-02-01 | Completed | 100% | $18.38 | $19.70 | 7.18% | Signal |
| 2005-10-24 | 2005-11-15 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2005-05-09 | 2005-10-24 | Completed | 100% | $17.67 | $17.07 | -3.39% | Stop |
| 2005-04-15 | 2005-05-09 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2003-08-11 | 2005-04-15 | Completed | 100% | $11.96 | $17.11 | 43.10% | Stop |
| 2003-03-25 | 2003-08-11 | Interest | 100% | $1.00 | $1.01 | 1.42% | Interest Income |
| 2003-03-11 | 2003-03-25 | Completed | 100% | $9.67 | $10.18 | 5.31% | Signal |
| 2003-02-14 | 2003-03-11 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2002-10-11 | 2003-02-14 | Completed | 100% | $8.98 | $9.70 | 8.00% | Stop |
| 2002-09-19 | 2002-10-11 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2002-08-14 | 2002-09-19 | Completed | 100% | $9.44 | $8.77 | -7.08% | Stop |
| 2002-07-23 | 2002-08-14 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2002-07-10 | 2002-07-23 | Completed | 100% | $10.12 | $8.65 | -14.49% | Stop |
| 2002-06-17 | 2002-07-10 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2001-10-10 | 2002-06-17 | Completed | 100% | $8.83 | $10.32 | 16.78% | Stop |
| 2001-09-18 | 2001-10-10 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2001-06-13 | 2001-09-18 | Completed | 100% | $10.23 | $8.66 | -15.40% | Stop |
| 2000-08-16 | 2001-06-13 | Interest | 100% | $1.00 | $1.04 | 4.40% | Interest Income |
| 2000-07-13 | 2000-08-16 | Completed | 100% | $6.59 | $6.93 | 5.12% | Signal |
| 2000-06-20 | 2000-07-13 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2000-03-09 | 2000-06-20 | Completed | 100% | $7.03 | $6.69 | -4.83% | Stop |
| 2000-02-15 | 2000-03-09 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2000-01-28 | 2000-02-15 | Completed | 100% | $6.77 | $6.10 | -9.86% | Stop |
| 2000-01-05 | 2000-01-28 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 1999-10-29 | 2000-01-05 | Completed | 100% | $7.00 | $6.54 | -6.59% | Stop |
| 1998-11-19 | 1999-10-29 | Interest | 100% | $1.00 | $1.05 | 5.11% | Interest Income |
| 1998-08-20 | 1998-11-19 | Completed | 100% | $5.85 | $6.35 | 8.47% | Signal |
| 1998-07-29 | 1998-08-20 | Interest | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 1998-07-09 | 1998-07-29 | Completed | 100% | $7.04 | $6.04 | -14.22% | Stop |
| 1998-06-16 | 1998-07-09 | Interest | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 1998-01-20 | 1998-06-16 | Completed | 100% | $8.36 | $7.60 | -9.10% | Stop |
| 1997-12-24 | 1998-01-20 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 1996-01-16 | 1997-12-24 | Completed | 100% | $4.65 | $7.89 | 69.50% | Stop |
| 1995-07-13 | 1996-01-16 | Interest | 100% | $1.00 | $1.03 | 3.07% | Interest Income |
| 1995-07-11 | 1995-07-13 | Completed | 100% | $5.30 | $5.27 | -0.60% | Signal |
| 1995-03-15 | 1995-07-11 | Interest | 100% | $1.00 | $1.02 | 2.09% | Interest Income |
| 1995-01-06 | 1995-03-15 | Completed | 100% | $4.10 | $4.25 | 3.49% | Signal |
| 1994-12-13 | 1995-01-06 | Interest | 100% | $1.00 | $1.00 | 0.48% | Interest Income |
| 1994-09-01 | 1994-12-13 | Completed | 100% | $4.16 | $3.72 | -10.77% | Stop |
| 1994-08-10 | 1994-09-01 | Interest | 100% | $1.00 | $1.00 | 0.45% | Interest Income |
| 1994-05-16 | 1994-08-10 | Completed | 100% | $4.43 | $4.08 | -7.90% | Stop |
| 1994-04-21 | 1994-05-16 | Interest | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 1991-10-14 | 1994-04-21 | Completed | 100% | $2.32 | $4.19 | 80.32% | Stop |
| 1990-07-06 | 1991-10-14 | Interest | 100% | $1.00 | $1.11 | 10.62% | Interest Income |
| 1989-11-08 | 1990-07-06 | Completed | 100% | $1.92 | $2.27 | 18.19% | Signal |
| 1989-10-17 | 1989-11-08 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1989-07-11 | 1989-10-17 | Completed | 100% | $2.15 | $2.08 | -2.96% | Stop |
| 1988-07-19 | 1989-07-11 | Interest | 100% | $1.00 | $1.08 | 7.78% | Interest Income |
| 1988-03-07 | 1988-07-19 | Completed | 100% | $1.66 | $1.86 | 12.52% | Signal |
| 1988-02-11 | 1988-03-07 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-11-06 | 1988-02-11 | Completed | 100% | $1.54 | $1.58 | 2.16% | Stop |
| 1987-10-15 | 1987-11-06 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-08-04 | 1987-10-15 | Completed | 100% | $1.41 | $2.05 | 45.28% | Stop |
| 1986-07-11 | 1986-08-04 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1985-04-22 | 1986-07-11 | Completed | 100% | $1.10 | $1.45 | 32.06% | Stop |
| 1985-03-28 | 1985-04-22 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1984-06-13 | 1985-03-28 | Completed | 100% | $0.89 | $1.08 | 21.70% | Stop |
| 1984-05-21 | 1984-06-13 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1984-03-08 | 1984-05-21 | Completed | 100% | $0.92 | $0.87 | -4.47% | Stop |
| 1984-02-14 | 1984-03-08 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1983-05-25 | 1984-02-14 | Completed | 100% | $0.88 | $0.98 | 10.64% | Stop |
| 1982-06-03 | 1983-05-25 | Interest | 100% | $1.00 | $1.08 | 7.81% | Interest Income |
| 1982-03-31 | 1982-06-03 | Completed | 100% | $0.56 | $0.57 | 0.57% | Signal |
| 1982-03-09 | 1982-03-31 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1981-10-02 | 1982-03-09 | Completed | 100% | $0.55 | $0.53 | -3.63% | Stop |
| 1981-09-10 | 1981-10-02 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1981-07-29 | 1981-09-10 | Completed | 100% | $0.63 | $0.54 | -15.24% | Stop |
| 1981-07-07 | 1981-07-29 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1981-01-06 | 1981-07-07 | Completed | 100% | $0.52 | $0.64 | 24.44% | Stop |
| 1980-12-11 | 1981-01-06 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1980-11-11 | 1980-12-11 | Completed | 100% | $0.55 | $0.47 | -15.10% | Stop |
| 1980-10-17 | 1980-11-11 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1980-03-21 | 1980-10-17 | Completed | 100% | $0.38 | $0.52 | 34.33% | Stop |
| 1980-02-28 | 1980-03-21 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1979-11-29 | 1980-02-28 | Completed | 100% | $0.46 | $0.41 | -10.44% | Stop |
| 1979-11-06 | 1979-11-29 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1979-06-27 | 1979-11-06 | Completed | 100% | $0.42 | $0.41 | -2.71% | Stop |
| 1978-01-12 | 1979-06-27 | Interest | 100% | $1.00 | $1.12 | 11.80% | Interest Income |
| 1977-08-18 | 1978-01-12 | Completed | 100% | $0.35 | $0.34 | -3.17% | Signal |
| 1977-07-27 | 1977-08-18 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1976-12-06 | 1977-07-27 | Completed | 100% | $0.38 | $0.38 | -1.41% | Stop |
| 1976-11-11 | 1976-12-06 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1975-12-05 | 1976-11-11 | Completed | 100% | $0.26 | $0.35 | 32.58% | Stop |
| 1974-08-14 | 1975-12-05 | Interest | 100% | $1.00 | $1.11 | 10.56% | Interest Income |
Return Distribution Analysis
