Moving Average (50/200)
HON
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-09
Trading Style:
Methodology:
HON Quality Metrics & KPI Summary
| Metric | Strategy | Buy & Hold | Description |
|---|---|---|---|
| CAGR | 8.27% | 11.64% | Compound Annual Growth Rate. Measures the mean annual growth rate of an investment over a specified period of time longer than one year. |
| Sharpe Ratio | 0.41 | 0.37 | A measure of risk-adjusted return. Higher indicates better return per unit of volatility. |
| Max Drawdown | -44.92% | -70.09% | The maximum loss from a peak to a trough of a portfolio, before a new peak is attained. |
| % Time Invested | 64.6% | 100.0% | The percentage of total simulation time where the strategy held a long position in the asset. |
| Trades / Year | 1.5 | 0.0 | The average number of trade executions per calendar year. Low turnover reduces slippage and tax drag. |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-02-13 | 2026-04-07 | OPEN | 100% | $238.46 | $223.84 | -6.13% | Mark-to-Market |
| 2026-01-22 | 2026-02-13 | INTEREST | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2026-01-20 | 2026-01-22 | COMPLETED | 100% | $215.62 | $218.91 | 1.53% | Signal |
| 2025-10-03 | 2026-01-20 | INTEREST | 100% | $1.00 | $1.01 | 1.17% | Interest Income |
| 2025-06-20 | 2025-10-03 | COMPLETED | 100% | $207.18 | $196.69 | -5.06% | Signal |
| 2025-04-07 | 2025-06-20 | INTEREST | 100% | $1.00 | $1.01 | 0.87% | Interest Income |
| 2023-12-29 | 2025-04-07 | COMPLETED | 100% | $188.01 | $176.07 | -6.35% | Stop |
| 2023-08-16 | 2023-12-29 | INTEREST | 100% | $1.00 | $1.02 | 1.62% | Interest Income |
| 2023-06-20 | 2023-08-16 | COMPLETED | 100% | $180.06 | $167.64 | -6.90% | Signal |
| 2023-04-18 | 2023-06-20 | INTEREST | 100% | $1.00 | $1.01 | 0.61% | Interest Income |
| 2023-04-10 | 2023-04-18 | COMPLETED | 100% | $168.59 | $175.64 | 4.18% | Signal |
| 2023-03-16 | 2023-04-10 | INTEREST | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2022-11-21 | 2023-03-16 | COMPLETED | 100% | $189.03 | $165.61 | -12.39% | Stop |
| 2022-08-19 | 2022-11-21 | INTEREST | 100% | $1.00 | $1.01 | 0.94% | Interest Income |
| 2022-08-17 | 2022-08-19 | COMPLETED | 100% | $176.57 | $177.28 | 0.40% | Signal |
| 2021-11-16 | 2022-08-17 | INTEREST | 100% | $1.00 | $1.02 | 1.75% | Interest Income |
| 2020-09-10 | 2021-11-16 | COMPLETED | 100% | $141.03 | $191.76 | 35.97% | Signal |
| 2020-03-02 | 2020-09-10 | INTEREST | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2019-03-14 | 2020-03-02 | COMPLETED | 100% | $126.68 | $135.71 | 7.13% | Stop |
| 2019-02-11 | 2019-03-14 | INTEREST | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2019-02-07 | 2019-02-11 | COMPLETED | 100% | $119.78 | $120.85 | 0.89% | Signal |
| 2018-12-11 | 2019-02-07 | INTEREST | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2018-07-27 | 2018-12-11 | COMPLETED | 100% | $122.52 | $113.38 | -7.45% | Stop |
| 2018-06-28 | 2018-07-27 | INTEREST | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2018-06-13 | 2018-06-28 | COMPLETED | 100% | $116.89 | $110.67 | -5.32% | Signal |
| 2018-05-04 | 2018-06-13 | INTEREST | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2017-01-03 | 2018-05-04 | COMPLETED | 100% | $87.05 | $108.75 | 24.92% | Stop |
| 2016-11-16 | 2017-01-03 | INTEREST | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2016-03-04 | 2016-11-16 | COMPLETED | 100% | $78.78 | $83.95 | 6.55% | Signal |
| 2016-02-10 | 2016-03-04 | INTEREST | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2015-12-11 | 2016-02-10 | COMPLETED | 100% | $72.83 | $74.92 | 2.86% | Signal |
| 2015-09-28 | 2015-12-11 | INTEREST | 100% | $1.00 | $1.00 | 0.45% | Interest Income |
| 2015-09-17 | 2015-09-28 | COMPLETED | 100% | $72.89 | $67.04 | -8.03% | Signal |
| 2015-08-25 | 2015-09-17 | INTEREST | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-08-22 | 2015-08-25 | COMPLETED | 100% | $40.08 | $71.02 | 77.19% | Stop |
| 2012-07-24 | 2012-08-22 | INTEREST | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-01-03 | 2012-07-24 | COMPLETED | 100% | $36.79 | $38.70 | 5.19% | Signal |
| 2011-10-17 | 2012-01-03 | INTEREST | 100% | $1.00 | $1.00 | 0.43% | Interest Income |
| 2011-10-13 | 2011-10-17 | COMPLETED | 100% | $31.78 | $32.54 | 2.37% | Signal |
| 2011-08-01 | 2011-10-13 | INTEREST | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 2010-09-22 | 2011-08-01 | COMPLETED | 100% | $28.45 | $35.44 | 24.58% | Stop |
| 2010-08-30 | 2010-09-22 | INTEREST | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2010-06-01 | 2010-08-30 | COMPLETED | 100% | $27.03 | $25.41 | -6.00% | Signal |
| 2010-05-07 | 2010-06-01 | INTEREST | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-07-29 | 2010-05-07 | COMPLETED | 100% | $21.02 | $27.77 | 32.15% | Stop |
| 2009-07-07 | 2009-07-29 | INTEREST | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2009-06-12 | 2009-07-07 | COMPLETED | 100% | $22.09 | $18.82 | -14.80% | Stop |
| 2008-06-26 | 2009-06-12 | INTEREST | 100% | $1.00 | $1.03 | 3.15% | Interest Income |
| 2008-05-05 | 2008-06-26 | COMPLETED | 100% | $36.12 | $30.57 | -15.38% | Stop |
| 2008-03-14 | 2008-05-05 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 2008-02-14 | 2008-03-14 | COMPLETED | 100% | $34.92 | $34.00 | -2.65% | Signal |
| 2008-01-23 | 2008-02-14 | INTEREST | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2006-10-20 | 2008-01-23 | COMPLETED | 100% | $24.23 | $31.33 | 29.33% | Stop |
| 2006-08-23 | 2006-10-20 | INTEREST | 100% | $1.00 | $1.01 | 0.75% | Interest Income |
| 2006-08-21 | 2006-08-23 | COMPLETED | 100% | $22.77 | $22.58 | -0.81% | Signal |
| 2006-07-17 | 2006-08-21 | INTEREST | 100% | $1.00 | $1.00 | 0.48% | Interest Income |
| 2006-01-12 | 2006-07-17 | COMPLETED | 100% | $21.34 | $21.29 | -0.25% | Stop |
| 2005-10-20 | 2006-01-12 | INTEREST | 100% | $1.00 | $1.01 | 1.00% | Interest Income |
| 2004-11-17 | 2005-10-20 | COMPLETED | 100% | $19.91 | $19.25 | -3.30% | Stop |
| 2004-10-26 | 2004-11-17 | INTEREST | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2004-04-15 | 2004-10-26 | COMPLETED | 100% | $18.99 | $17.99 | -5.27% | Stop |
| 2004-03-23 | 2004-04-15 | INTEREST | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2003-06-02 | 2004-03-23 | COMPLETED | 100% | $14.35 | $17.41 | 21.32% | Stop |
| 2002-08-06 | 2003-06-02 | INTEREST | 100% | $1.00 | $1.03 | 3.21% | Interest Income |
| 2002-07-22 | 2002-08-06 | COMPLETED | 100% | $15.67 | $15.21 | -2.94% | Signal |
| 2002-06-27 | 2002-07-22 | INTEREST | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2002-03-15 | 2002-06-27 | COMPLETED | 100% | $21.01 | $18.59 | -11.52% | Stop |
| 2001-07-09 | 2002-03-15 | INTEREST | 100% | $1.00 | $1.03 | 3.26% | Interest Income |
| 2001-07-03 | 2001-07-09 | COMPLETED | 100% | $18.02 | $17.91 | -0.60% | Signal |
| 2001-06-11 | 2001-07-03 | INTEREST | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2001-04-04 | 2001-06-11 | COMPLETED | 100% | $19.35 | $23.80 | 23.03% | Stop |
| 2001-03-13 | 2001-04-04 | INTEREST | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2001-01-17 | 2001-03-13 | COMPLETED | 100% | $24.69 | $21.13 | -14.42% | Stop |
| 2000-12-21 | 2001-01-17 | INTEREST | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2000-11-30 | 2000-12-21 | COMPLETED | 100% | $24.21 | $23.55 | -2.75% | Stop |
| 1999-12-06 | 2000-11-30 | INTEREST | 100% | $1.00 | $1.06 | 6.06% | Interest Income |
| 1999-10-19 | 1999-12-06 | COMPLETED | 100% | $28.82 | $30.93 | 7.31% | Signal |
| 1999-09-27 | 1999-10-19 | INTEREST | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1999-02-24 | 1999-09-27 | COMPLETED | 100% | $20.75 | $28.85 | 39.06% | Stop |
| 1999-02-01 | 1999-02-24 | INTEREST | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 1998-12-22 | 1999-02-01 | COMPLETED | 100% | $20.85 | $19.10 | -8.42% | Stop |
| 1998-09-08 | 1998-12-22 | INTEREST | 100% | $1.00 | $1.01 | 1.35% | Interest Income |
| 1998-08-28 | 1998-09-08 | COMPLETED | 100% | $17.43 | $17.06 | -2.11% | Signal |
| 1998-08-06 | 1998-08-28 | INTEREST | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 1998-06-19 | 1998-08-06 | COMPLETED | 100% | $21.71 | $17.85 | -17.75% | Stop |
| 1998-05-28 | 1998-06-19 | INTEREST | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 1998-03-26 | 1998-05-28 | COMPLETED | 100% | $20.47 | $19.87 | -2.94% | Stop |
| 1997-11-26 | 1998-03-26 | INTEREST | 100% | $1.00 | $1.02 | 1.78% | Interest Income |
| 1997-11-14 | 1997-11-26 | COMPLETED | 100% | $17.18 | $17.79 | 3.55% | Signal |
| 1997-10-23 | 1997-11-14 | INTEREST | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1995-02-15 | 1997-10-23 | COMPLETED | 100% | $8.76 | $19.36 | 120.86% | Stop |
| 1994-04-21 | 1995-02-15 | INTEREST | 100% | $1.00 | $1.06 | 6.11% | Interest Income |
| 1992-07-30 | 1994-04-21 | COMPLETED | 100% | $6.20 | $7.99 | 28.89% | Stop |
| 1992-07-08 | 1992-07-30 | INTEREST | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1992-01-14 | 1992-07-08 | COMPLETED | 100% | $4.92 | $5.74 | 16.75% | Stop |
| 1991-12-19 | 1992-01-14 | INTEREST | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1991-03-25 | 1991-12-19 | COMPLETED | 100% | $3.04 | $4.01 | 31.94% | Stop |
| 1990-08-07 | 1991-03-25 | INTEREST | 100% | $1.00 | $1.05 | 5.21% | Interest Income |
| 1990-05-16 | 1990-08-07 | COMPLETED | 100% | $3.81 | $3.22 | -15.38% | Stop |
| 1990-04-24 | 1990-05-16 | INTEREST | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 1990-04-20 | 1990-04-24 | COMPLETED | 100% | $3.60 | $3.54 | -1.75% | Signal |
| 1990-02-14 | 1990-04-20 | INTEREST | 100% | $1.00 | $1.01 | 1.48% | Interest Income |
| 1989-11-07 | 1990-02-14 | COMPLETED | 100% | $3.53 | $3.50 | -0.87% | Signal |
| 1989-10-16 | 1989-11-07 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1989-06-01 | 1989-10-16 | COMPLETED | 100% | $3.39 | $3.14 | -7.46% | Stop |
| 1989-05-09 | 1989-06-01 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1988-06-28 | 1989-05-09 | COMPLETED | 100% | $3.10 | $3.12 | 0.76% | Signal |
| 1987-10-19 | 1988-06-28 | INTEREST | 100% | $1.00 | $1.05 | 5.45% | Interest Income |
| 1987-08-05 | 1987-10-19 | COMPLETED | 100% | $4.01 | $3.10 | -22.72% | Stop |
| 1987-06-29 | 1987-08-05 | INTEREST | 100% | $1.00 | $1.01 | 0.79% | Interest Income |
| 1987-06-10 | 1987-06-29 | COMPLETED | 100% | $3.57 | $3.81 | 6.67% | Signal |
| 1987-05-18 | 1987-06-10 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-01-28 | 1987-05-18 | COMPLETED | 100% | $3.95 | $3.52 | -11.04% | Stop |
| 1986-07-10 | 1987-01-28 | INTEREST | 100% | $1.00 | $1.04 | 4.34% | Interest Income |
| 1986-06-20 | 1986-07-10 | COMPLETED | 100% | $3.52 | $3.48 | -1.18% | Signal |
| 1986-05-29 | 1986-06-20 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1984-10-02 | 1986-05-29 | COMPLETED | 100% | $2.77 | $3.75 | 35.73% | Stop |
| 1984-03-21 | 1984-10-02 | INTEREST | 100% | $1.00 | $1.04 | 4.18% | Interest Income |
| 1984-03-19 | 1984-03-21 | COMPLETED | 100% | $2.60 | $2.66 | 2.45% | Signal |
| 1984-02-17 | 1984-03-19 | INTEREST | 100% | $1.00 | $1.01 | 0.61% | Interest Income |
| 1983-01-04 | 1984-02-17 | COMPLETED | 100% | $1.55 | $2.45 | 58.24% | Stop |
| 1982-12-10 | 1983-01-04 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1982-10-25 | 1982-12-10 | COMPLETED | 100% | $1.67 | $1.55 | -7.31% | Stop |
| 1981-09-01 | 1982-10-25 | INTEREST | 100% | $1.00 | $1.09 | 9.19% | Interest Income |
| 1981-05-18 | 1981-09-01 | COMPLETED | 100% | $2.53 | $2.12 | -16.27% | Stop |
| 1981-02-19 | 1981-05-18 | INTEREST | 100% | $1.00 | $1.02 | 1.87% | Interest Income |
| 1981-01-07 | 1981-02-19 | COMPLETED | 100% | $2.25 | $2.14 | -5.10% | Signal |
| 1980-12-12 | 1981-01-07 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1980-06-19 | 1980-12-12 | COMPLETED | 100% | $2.20 | $2.23 | 1.25% | Stop |
| 1980-05-28 | 1980-06-19 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1980-04-01 | 1980-05-28 | COMPLETED | 100% | $1.85 | $2.13 | 14.87% | Signal |
| 1980-03-10 | 1980-04-01 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1979-04-24 | 1980-03-10 | COMPLETED | 100% | $1.33 | $2.14 | 60.74% | Stop |
| 1978-06-29 | 1979-04-24 | INTEREST | 100% | $1.00 | $1.06 | 6.45% | Interest Income |
| 1978-05-26 | 1978-06-29 | COMPLETED | 100% | $1.52 | $1.37 | -10.25% | Stop |
| 1978-04-19 | 1978-05-26 | INTEREST | 100% | $1.00 | $1.01 | 0.82% | Interest Income |
| 1978-04-17 | 1978-04-19 | COMPLETED | 100% | $1.58 | $1.52 | -4.14% | Signal |
| 1978-03-17 | 1978-04-17 | INTEREST | 100% | $1.00 | $1.01 | 0.61% | Interest Income |
| 1978-03-15 | 1978-03-17 | COMPLETED | 100% | $1.41 | $1.42 | 0.66% | Signal |
| 1977-10-04 | 1978-03-15 | INTEREST | 100% | $1.00 | $1.03 | 3.45% | Interest Income |
| 1977-09-20 | 1977-10-04 | COMPLETED | 100% | $1.64 | $1.62 | -1.39% | Signal |
| 1977-08-26 | 1977-09-20 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1977-01-17 | 1977-08-26 | COMPLETED | 100% | $1.64 | $1.56 | -4.53% | Stop |
| 1976-10-12 | 1977-01-17 | INTEREST | 100% | $1.00 | $1.02 | 2.02% | Interest Income |
| 1976-06-17 | 1976-10-12 | COMPLETED | 100% | $1.29 | $1.28 | -1.24% | Signal |
| 1976-05-25 | 1976-06-17 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1976-05-06 | 1976-05-25 | COMPLETED | 100% | $1.41 | $1.30 | -7.67% | Stop |
| 1976-04-13 | 1976-05-06 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1976-02-05 | 1976-04-13 | COMPLETED | 100% | $1.40 | $1.31 | -6.12% | Stop |
| 1976-01-14 | 1976-02-05 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1976-01-09 | 1976-01-14 | COMPLETED | 100% | $1.24 | $1.25 | 0.68% | Signal |
| 1975-10-07 | 1976-01-09 | INTEREST | 100% | $1.00 | $1.02 | 1.99% | Interest Income |
| 1975-09-22 | 1975-10-07 | COMPLETED | 100% | $1.10 | $1.06 | -3.42% | Signal |
| 1975-08-28 | 1975-09-22 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1975-03-17 | 1975-08-28 | COMPLETED | 100% | $1.18 | $1.16 | -2.44% | Stop |
| 1974-10-18 | 1975-03-17 | INTEREST | 100% | $1.00 | $1.03 | 3.14% | Interest Income |
| 1974-10-16 | 1974-10-18 | COMPLETED | 100% | $1.04 | $1.00 | -4.17% | Stop |
| 1974-05-23 | 1974-10-16 | INTEREST | 100% | $1.00 | $1.03 | 3.11% | Interest Income |
| 1974-02-12 | 1974-05-23 | COMPLETED | 100% | $1.30 | $1.21 | -7.55% | Stop |
| 1974-01-21 | 1974-02-12 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1973-01-09 | 1974-01-21 | COMPLETED | 100% | $0.87 | $1.29 | 49.46% | Stop |
| 1972-08-04 | 1973-01-09 | INTEREST | 100% | $1.00 | $1.03 | 3.27% | Interest Income |
| 1972-06-23 | 1972-08-04 | COMPLETED | 100% | $0.86 | $0.83 | -3.20% | Signal |
| 1972-06-01 | 1972-06-23 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1972-03-27 | 1972-06-01 | COMPLETED | 100% | $0.89 | $0.89 | 0.12% | Stop |
| 1971-11-24 | 1972-03-27 | INTEREST | 100% | $1.00 | $1.03 | 2.61% | Interest Income |
| 1971-11-12 | 1971-11-24 | COMPLETED | 100% | $0.74 | $0.72 | -2.88% | Signal |
| 1971-10-21 | 1971-11-12 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1970-12-29 | 1971-10-21 | COMPLETED | 100% | $0.63 | $0.82 | 30.82% | Stop |
| 1970-10-13 | 1970-12-29 | INTEREST | 100% | $1.00 | $1.02 | 1.59% | Interest Income |
Return Distribution Analysis
