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 | 5.39% | 43.09% | 14.17% | 25.20% | 17.61% | 23.28% | 10.34% | 15.70% |
| Sharpe Ratio | 0.23 | 1.20 | 0.57 | 0.76 | 0.72 | 0.71 | 0.51 | 0.52 |
| Max Drawdown | -19.94% | -19.13% | -33.16% | -34.46% | -33.16% | -44.55% | -42.25% | -68.95% |
| % Time Invested | 59.1% | 100.0% | 70.5% | 100.0% | 75.6% | 100.0% | 64.8% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 1.2 | 0.0 | 1.3 | 0.0 | 1.5 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-03-17 | Open | Open | 100% | $365.73 | $410.77 | 12.32% | Mark-to-Market |
| 2026-01-15 | 2026-03-17 | Interest | 100% | $1.00 | $1.01 | 0.67% | Interest Income |
| 2025-12-16 | 2026-01-15 | Completed | 100% | $332.18 | $335.47 | 0.99% | Signal |
| 2025-11-21 | 2025-12-16 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-07-07 | 2025-11-21 | Completed | 100% | $359.05 | $328.02 | -8.64% | Stop |
| 2025-03-05 | 2025-07-07 | Interest | 100% | $1.00 | $1.01 | 1.43% | Interest Income |
| 2025-02-20 | 2025-03-05 | Completed | 100% | $304.32 | $278.98 | -8.33% | Signal |
| 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 |
| 2022-11-14 | 2023-10-19 | Completed | 100% | $153.73 | $195.70 | 27.30% | Stop |
| 2022-02-25 | 2022-11-14 | Interest | 100% | $1.00 | $1.02 | 2.18% | Interest Income |
| 2020-07-29 | 2022-02-25 | Completed | 100% | $86.31 | $140.42 | 62.69% | Stop |
| 2020-04-21 | 2020-07-29 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-03-24 | 2020-04-21 | Completed | 100% | $55.63 | $69.23 | 24.45% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-03-29 | 2020-03-02 | Completed | 100% | $70.34 | $81.86 | 16.38% | Stop |
| 2018-11-28 | 2019-03-29 | Interest | 100% | $1.00 | $1.01 | 0.87% | Interest Income |
| 2018-11-15 | 2018-11-28 | Completed | 100% | $62.25 | $65.38 | 5.04% | Signal |
| 2018-10-24 | 2018-11-15 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-08-07 | 2018-10-24 | Completed | 100% | $70.33 | $63.55 | -9.64% | Stop |
| 2018-07-13 | 2018-08-07 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2018-07-11 | 2018-07-13 | Completed | 100% | $66.97 | $66.26 | -1.07% | Signal |
| 2018-06-01 | 2018-07-11 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2018-05-24 | 2018-06-01 | Completed | 100% | $68.28 | $66.76 | -2.23% | Signal |
| 2018-05-02 | 2018-05-24 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2016-04-01 | 2018-05-02 | Completed | 100% | $49.58 | $62.97 | 27.02% | Stop |
| 2015-07-27 | 2016-04-01 | Interest | 100% | $1.00 | $1.01 | 1.42% | Interest Income |
| 2015-03-30 | 2015-07-27 | Completed | 100% | $51.75 | $47.37 | -8.46% | Stop |
| 2014-09-08 | 2015-03-30 | Interest | 100% | $1.00 | $1.01 | 1.21% | Interest Income |
| 2014-08-26 | 2014-09-08 | Completed | 100% | $53.68 | $52.48 | -2.24% | Signal |
| 2014-08-04 | 2014-08-26 | Interest | 100% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2012-09-28 | 2014-08-04 | Completed | 100% | $33.67 | $51.41 | 52.71% | Stop |
| 2012-06-15 | 2012-09-28 | Interest | 100% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2012-06-07 | 2012-06-15 | Completed | 100% | $30.10 | $28.28 | -6.05% | Signal |
| 2012-05-15 | 2012-06-07 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2012-02-01 | 2012-05-15 | Completed | 100% | $34.90 | $31.67 | -9.27% | Stop |
| 2011-07-19 | 2012-02-01 | Interest | 100% | $1.00 | $1.01 | 1.14% | Interest Income |
| 2011-06-29 | 2011-07-19 | Completed | 100% | $34.39 | $35.26 | 2.54% | Signal |
| 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 |
| 2009-06-19 | 2010-05-07 | Completed | 100% | $15.09 | $23.91 | 58.42% | Stop |
| 2008-08-01 | 2009-06-19 | Interest | 100% | $1.00 | $1.03 | 2.83% | Interest Income |
| 2008-07-30 | 2008-08-01 | Completed | 100% | $22.12 | $22.54 | 1.91% | Signal |
| 2008-07-08 | 2008-07-30 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-06-13 | 2008-07-08 | Completed | 100% | $30.20 | $25.62 | -15.16% | Stop |
| 2007-12-20 | 2008-06-13 | Interest | 100% | $1.00 | $1.02 | 1.77% | Interest Income |
| 2007-12-13 | 2007-12-20 | Completed | 100% | $28.45 | $27.95 | -1.75% | Signal |
| 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 |
| 2006-11-09 | 2007-08-10 | Completed | 100% | $22.33 | $26.63 | 19.28% | Stop |
| 2006-08-17 | 2006-11-09 | Interest | 100% | $1.00 | $1.01 | 1.09% | Interest Income |
| 2006-08-09 | 2006-08-17 | Completed | 100% | $19.56 | $20.01 | 2.27% | Signal |
| 2006-07-18 | 2006-08-09 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2006-01-17 | 2006-07-18 | Completed | 100% | $19.27 | $19.56 | 1.50% | Stop |
| 2005-12-21 | 2006-01-17 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2005-12-19 | 2005-12-21 | Completed | 100% | $20.13 | $20.19 | 0.30% | Signal |
| 2005-10-17 | 2005-12-19 | Interest | 100% | $1.00 | $1.01 | 0.78% | Interest Income |
| 2005-09-13 | 2005-10-17 | Completed | 100% | $19.53 | $17.68 | -9.50% | Signal |
| 2005-04-15 | 2005-09-13 | Interest | 100% | $1.00 | $1.02 | 1.69% | Interest Income |
| 2003-04-03 | 2005-04-15 | Completed | 100% | $10.53 | $17.11 | 62.44% | Stop |
| 2003-03-12 | 2003-04-03 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2003-01-02 | 2003-03-12 | Completed | 100% | $11.04 | $9.48 | -14.13% | Stop |
| 2002-07-23 | 2003-01-02 | Interest | 100% | $1.00 | $1.02 | 1.80% | 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 |
| 2002-01-07 | 2002-06-17 | Completed | 100% | $10.32 | $10.32 | -0.09% | Stop |
| 2001-09-18 | 2002-01-07 | Interest | 100% | $1.00 | $1.01 | 1.41% | Interest Income |
| 2001-07-20 | 2001-09-18 | Completed | 100% | $9.86 | $8.66 | -12.22% | Stop |
| 2001-06-27 | 2001-07-20 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2001-01-04 | 2001-06-27 | Completed | 100% | $9.34 | $9.64 | 3.18% | Stop |
| 2000-06-21 | 2001-01-04 | Interest | 100% | $1.00 | $1.03 | 3.06% | Interest Income |
| 2000-05-23 | 2000-06-21 | Completed | 100% | $7.62 | $6.53 | -14.25% | Stop |
| 2000-05-01 | 2000-05-23 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2000-04-27 | 2000-05-01 | Completed | 100% | $7.80 | $7.96 | 2.07% | Signal |
| 1999-11-12 | 2000-04-27 | Interest | 100% | $1.00 | $1.03 | 2.81% | Interest Income |
| 1999-10-19 | 1999-11-12 | Completed | 100% | $6.41 | $7.09 | 10.59% | Signal |
| 1999-09-27 | 1999-10-19 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1999-03-16 | 1999-09-27 | Completed | 100% | $6.42 | $8.16 | 27.19% | Stop |
| 1998-05-27 | 1999-03-16 | Interest | 100% | $1.00 | $1.04 | 4.00% | Interest Income |
| 1998-01-20 | 1998-05-27 | Completed | 100% | $8.36 | $8.25 | -1.30% | Signal |
| 1997-12-24 | 1998-01-20 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 1996-10-04 | 1997-12-24 | Completed | 100% | $5.37 | $7.89 | 46.92% | Stop |
| 1996-08-19 | 1996-10-04 | Interest | 100% | $1.00 | $1.01 | 0.86% | Interest Income |
| 1996-02-14 | 1996-08-19 | Completed | 100% | $5.06 | $4.92 | -2.75% | Signal |
| 1995-10-20 | 1996-02-14 | Interest | 100% | $1.00 | $1.02 | 1.80% | Interest Income |
| 1995-09-22 | 1995-10-20 | Completed | 100% | $4.55 | $4.49 | -1.41% | Signal |
| 1995-08-30 | 1995-09-22 | Interest | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 1995-04-07 | 1995-08-30 | Completed | 100% | $4.48 | $4.51 | 0.70% | Stop |
| 1994-06-29 | 1995-04-07 | Interest | 100% | $1.00 | $1.06 | 5.81% | Interest Income |
| 1994-05-16 | 1994-06-29 | Completed | 100% | $4.43 | $4.36 | -1.64% | Signal |
| 1994-04-21 | 1994-05-16 | Interest | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 1993-01-26 | 1994-04-21 | Completed | 100% | $3.18 | $4.19 | 31.71% | Stop |
| 1992-11-19 | 1993-01-26 | Interest | 100% | $1.00 | $1.01 | 1.17% | Interest Income |
| 1992-01-17 | 1992-11-19 | Completed | 100% | $2.72 | $2.84 | 4.19% | Signal |
| 1991-11-21 | 1992-01-17 | Interest | 100% | $1.00 | $1.01 | 1.04% | Interest Income |
| 1991-02-25 | 1991-11-21 | Completed | 100% | $2.12 | $2.18 | 2.69% | Stop |
| 1990-09-18 | 1991-02-25 | Interest | 100% | $1.00 | $1.04 | 3.55% | Interest Income |
| 1990-08-30 | 1990-09-18 | Completed | 100% | $1.88 | $1.72 | -8.64% | Signal |
| 1990-08-08 | 1990-08-30 | Interest | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 1990-05-24 | 1990-08-08 | Completed | 100% | $2.25 | $2.01 | -10.45% | Stop |
| 1989-11-15 | 1990-05-24 | Interest | 100% | $1.00 | $1.04 | 4.29% | Interest Income |
| 1989-11-08 | 1989-11-15 | Completed | 100% | $1.92 | $1.92 | 0.24% | Signal |
| 1989-10-17 | 1989-11-08 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1988-11-14 | 1989-10-17 | Completed | 100% | $1.78 | $2.08 | 17.10% | Stop |
| 1988-10-07 | 1988-11-14 | Interest | 100% | $1.00 | $1.01 | 0.79% | Interest Income |
| 1988-09-27 | 1988-10-07 | Completed | 100% | $1.82 | $1.83 | 0.71% | Signal |
| 1988-09-02 | 1988-09-27 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1988-05-24 | 1988-09-02 | Completed | 100% | $1.76 | $1.66 | -5.46% | Stop |
| 1987-10-15 | 1988-05-24 | Interest | 100% | $1.00 | $1.05 | 4.75% | Interest Income |
| 1986-10-17 | 1987-10-15 | Completed | 100% | $1.57 | $2.05 | 30.81% | Stop |
| 1986-08-12 | 1986-10-17 | Interest | 100% | $1.00 | $1.01 | 1.44% | Interest Income |
| 1986-08-04 | 1986-08-12 | Completed | 100% | $1.41 | $1.48 | 5.24% | Signal |
| 1986-07-11 | 1986-08-04 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1985-11-19 | 1986-07-11 | Completed | 100% | $1.26 | $1.45 | 15.15% | Stop |
| 1985-10-28 | 1985-11-19 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1985-04-22 | 1985-10-28 | Completed | 100% | $1.10 | $1.14 | 3.76% | Signal |
| 1985-03-28 | 1985-04-22 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1984-09-18 | 1985-03-28 | Completed | 100% | $1.05 | $1.08 | 2.62% | Stop |
| 1984-04-25 | 1984-09-18 | Interest | 100% | $1.00 | $1.03 | 3.11% | Interest Income |
| 1984-03-08 | 1984-04-25 | Completed | 100% | $0.92 | $1.00 | 9.27% | Signal |
| 1984-02-14 | 1984-03-08 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1983-02-18 | 1984-02-14 | Completed | 100% | $0.66 | $0.98 | 47.25% | Stop |
| 1983-01-27 | 1983-02-18 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1982-12-31 | 1983-01-27 | Completed | 100% | $0.63 | $0.61 | -4.37% | Stop |
| 1982-12-08 | 1982-12-31 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1982-10-13 | 1982-12-08 | Completed | 100% | $0.65 | $0.60 | -8.67% | Stop |
| 1982-06-22 | 1982-10-13 | Interest | 100% | $1.00 | $1.02 | 2.42% | Interest Income |
| 1982-05-28 | 1982-06-22 | Completed | 100% | $0.57 | $0.53 | -7.66% | Signal |
| 1981-12-08 | 1982-05-28 | Interest | 100% | $1.00 | $1.04 | 3.67% | Interest Income |
| 1981-12-04 | 1981-12-08 | Completed | 100% | $0.60 | $0.61 | 1.18% | Signal |
| 1981-09-10 | 1981-12-04 | Interest | 100% | $1.00 | $1.02 | 1.84% | 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 |
| 1980-07-10 | 1980-10-17 | Completed | 100% | $0.48 | $0.52 | 7.42% | Stop |
| 1980-02-22 | 1980-07-10 | Interest | 100% | $1.00 | $1.03 | 2.95% | Interest Income |
| 1979-11-29 | 1980-02-22 | Completed | 100% | $0.46 | $0.43 | -7.17% | Signal |
| 1979-11-06 | 1979-11-29 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1979-04-10 | 1979-11-06 | Completed | 100% | $0.41 | $0.41 | 0.66% | Stop |
| 1978-12-11 | 1979-04-10 | Interest | 100% | $1.00 | $1.03 | 2.55% | Interest Income |
| 1978-11-22 | 1978-12-11 | Completed | 100% | $0.37 | $0.38 | 1.78% | Signal |
| 1978-10-31 | 1978-11-22 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1978-05-12 | 1978-10-31 | Completed | 100% | $0.39 | $0.38 | -3.52% | Stop |
| 1977-08-22 | 1978-05-12 | Interest | 100% | $1.00 | $1.06 | 5.71% | Interest Income |
| 1977-08-18 | 1977-08-22 | Completed | 100% | $0.35 | $0.35 | -0.69% | 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 |
| 1975-03-05 | 1976-11-11 | Completed | 100% | $0.23 | $0.35 | 52.22% | Stop |
| 1974-08-21 | 1975-03-05 | Interest | 100% | $1.00 | $1.04 | 4.18% | Interest Income |
| 1974-08-19 | 1974-08-21 | Completed | 100% | $0.22 | $0.21 | -3.26% | Signal |
| 1974-08-14 | 1974-08-19 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
Return Distribution Analysis
