IBM
International Business Machines Corp
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IBM Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 2.94% | -2.78% | 12.46% | 14.99% | 7.86% | 9.50% | 7.81% | 7.84% |
| Sharpe Ratio | 0.10 | -0.08 | 0.51 | 0.55 | 0.39 | 0.35 | 0.44 | 0.29 |
| Max Drawdown | -25.37% | -28.69% | -25.37% | -28.69% | -29.19% | -40.59% | -30.72% | -69.40% |
| % Time Invested | 86.5% | 100.0% | 88.6% | 100.0% | 61.0% | 100.0% | 49.3% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 1.4 | 0.0 | 1.5 | 0.0 | 1.3 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-03-10 | Open | Open | 100% | $253.26 | $227.10 | -10.33% | Mark-to-Market |
| 2026-02-13 | 2026-03-10 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2025-08-26 | 2026-02-13 | Completed | 100% | $238.34 | $260.00 | 9.09% | Stop |
| 2025-08-04 | 2025-08-26 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-05-01 | 2025-08-04 | Completed | 100% | $235.58 | $246.59 | 4.67% | Stop |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-05-20 | 2025-04-08 | Completed | 100% | $161.12 | $226.92 | 40.84% | Stop |
| 2024-04-26 | 2024-05-20 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2023-04-03 | 2024-04-26 | Completed | 100% | $118.16 | $158.12 | 33.82% | Stop |
| 2023-03-10 | 2023-04-03 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2022-10-21 | 2023-03-10 | Completed | 100% | $113.07 | $113.78 | 0.62% | Stop |
| 2022-09-29 | 2022-10-21 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2021-11-16 | 2022-09-29 | Completed | 100% | $100.97 | $107.31 | 6.28% | Stop |
| 2021-10-25 | 2021-11-16 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2021-06-14 | 2021-10-25 | Completed | 100% | $119.35 | $102.16 | -14.41% | Stop |
| 2020-09-21 | 2021-06-14 | Interest | 100% | $1.00 | $1.01 | 0.88% | Interest Income |
| 2020-08-03 | 2020-09-21 | Completed | 100% | $92.87 | $91.78 | -1.17% | Signal |
| 2020-07-10 | 2020-08-03 | Interest | 100% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2020-03-24 | 2020-07-10 | Completed | 100% | $74.20 | $86.85 | 17.06% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-01-10 | 2020-03-02 | Completed | 100% | $100.61 | $97.02 | -3.57% | Stop |
| 2019-03-22 | 2020-01-10 | Interest | 100% | $1.00 | $1.02 | 1.59% | Interest Income |
| 2019-03-20 | 2019-03-22 | Completed | 100% | $99.62 | $99.94 | 0.31% | Signal |
| 2018-06-14 | 2019-03-20 | Interest | 100% | $1.00 | $1.02 | 2.19% | Interest Income |
| 2018-06-12 | 2018-06-14 | Completed | 100% | $100.70 | $100.39 | -0.31% | Signal |
| 2018-02-28 | 2018-06-12 | Interest | 100% | $1.00 | $1.01 | 0.82% | Interest Income |
| 2017-05-31 | 2018-02-28 | Completed | 100% | $99.86 | $106.63 | 6.78% | Signal |
| 2017-05-08 | 2017-05-31 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2017-01-05 | 2017-05-08 | Completed | 100% | $109.23 | $100.37 | -8.12% | Stop |
| 2016-07-19 | 2017-01-05 | Interest | 100% | $1.00 | $1.01 | 0.88% | Interest Income |
| 2016-07-15 | 2016-07-19 | Completed | 100% | $101.39 | $102.59 | 1.18% | Signal |
| 2016-03-24 | 2016-07-15 | Interest | 100% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2016-03-22 | 2016-03-24 | Completed | 100% | $92.99 | $91.05 | -2.08% | Signal |
| 2013-10-30 | 2016-03-22 | Interest | 100% | $1.00 | $1.06 | 5.66% | Interest Income |
| 2013-09-23 | 2013-10-30 | Completed | 100% | $111.11 | $106.22 | -4.40% | Signal |
| 2013-08-29 | 2013-09-23 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2009-12-23 | 2013-08-29 | Completed | 100% | $70.96 | $106.38 | 49.91% | Stop |
| 2009-11-16 | 2009-12-23 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2009-11-12 | 2009-11-16 | Completed | 100% | $69.27 | $69.58 | 0.44% | Signal |
| 2009-09-23 | 2009-11-12 | Interest | 100% | $1.00 | $1.00 | 0.48% | Interest Income |
| 2009-09-21 | 2009-09-23 | Completed | 100% | $65.92 | $66.05 | 0.19% | Signal |
| 2009-02-24 | 2009-09-21 | Interest | 100% | $1.00 | $1.02 | 1.90% | Interest Income |
| 2008-12-09 | 2009-02-24 | Completed | 100% | $44.96 | $45.64 | 1.52% | Signal |
| 2008-11-14 | 2008-12-09 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2008-10-22 | 2008-11-14 | Completed | 100% | $46.41 | $44.33 | -4.49% | Stop |
| 2008-09-30 | 2008-10-22 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2007-12-05 | 2008-09-30 | Completed | 100% | $56.85 | $61.79 | 8.69% | Stop |
| 2007-11-12 | 2007-12-05 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2007-02-13 | 2007-11-12 | Completed | 100% | $51.42 | $53.72 | 4.47% | Stop |
| 2006-10-25 | 2007-02-13 | Interest | 100% | $1.00 | $1.01 | 1.35% | Interest Income |
| 2006-10-23 | 2006-10-25 | Completed | 100% | $46.66 | $47.27 | 1.29% | Signal |
| 2005-02-24 | 2006-10-23 | Interest | 100% | $1.00 | $1.08 | 7.70% | Interest Income |
| 2004-08-02 | 2005-02-24 | Completed | 100% | $43.97 | $46.84 | 6.51% | Signal |
| 2004-07-09 | 2004-08-02 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2003-12-16 | 2004-07-09 | Completed | 100% | $46.45 | $42.72 | -8.04% | Stop |
| 2002-11-07 | 2003-12-16 | Interest | 100% | $1.00 | $1.04 | 4.43% | Interest Income |
| 2002-11-05 | 2002-11-07 | Completed | 100% | $40.84 | $40.04 | -1.96% | Signal |
| 2001-10-11 | 2002-11-05 | Interest | 100% | $1.00 | $1.05 | 5.05% | Interest Income |
| 2001-10-09 | 2001-10-11 | Completed | 100% | $48.88 | $48.48 | -0.81% | Signal |
| 2000-12-18 | 2001-10-09 | Interest | 100% | $1.00 | $1.04 | 4.00% | Interest Income |
| 2000-10-24 | 2000-12-18 | Completed | 100% | $45.92 | $43.70 | -4.85% | Stop |
| 2000-10-02 | 2000-10-24 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2000-07-28 | 2000-10-02 | Completed | 100% | $54.81 | $55.61 | 1.46% | Stop |
| 2000-07-06 | 2000-07-28 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2000-05-10 | 2000-07-06 | Completed | 100% | $52.04 | $51.79 | -0.47% | Stop |
| 2000-04-17 | 2000-05-10 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2000-03-23 | 2000-04-17 | Completed | 100% | $57.09 | $51.17 | -10.36% | Stop |
| 2000-03-01 | 2000-03-23 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 1999-10-26 | 2000-03-01 | Completed | 100% | $46.63 | $50.25 | 7.77% | Stop |
| 1999-10-04 | 1999-10-26 | Interest | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 1999-03-03 | 1999-10-04 | Completed | 100% | $41.32 | $58.00 | 40.35% | Stop |
| 1999-02-08 | 1999-03-03 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 1998-09-24 | 1999-02-08 | Completed | 100% | $32.17 | $40.95 | 27.29% | Stop |
| 1998-09-01 | 1998-09-24 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 1998-07-15 | 1998-09-01 | Completed | 100% | $29.11 | $27.63 | -5.08% | Stop |
| 1998-06-22 | 1998-07-15 | Interest | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 1998-02-20 | 1998-06-22 | Completed | 100% | $25.10 | $25.94 | 3.35% | Stop |
| 1998-01-28 | 1998-02-20 | Interest | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 1997-11-19 | 1998-01-28 | Completed | 100% | $24.80 | $23.62 | -4.78% | Stop |
| 1997-10-28 | 1997-11-19 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 1997-03-06 | 1997-10-28 | Completed | 100% | $17.60 | $21.60 | 22.76% | Stop |
| 1997-02-11 | 1997-03-06 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 1996-08-05 | 1997-02-11 | Completed | 100% | $12.94 | $17.32 | 33.85% | Stop |
| 1996-07-12 | 1996-08-05 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1996-04-18 | 1996-07-12 | Completed | 100% | $12.62 | $11.46 | -9.17% | Stop |
| 1996-03-26 | 1996-04-18 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 1996-01-29 | 1996-03-26 | Completed | 100% | $12.48 | $12.94 | 3.69% | Stop |
| 1996-01-05 | 1996-01-29 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 1995-10-04 | 1996-01-05 | Completed | 100% | $11.20 | $10.25 | -8.52% | Stop |
| 1995-09-12 | 1995-10-04 | Interest | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 1994-08-25 | 1995-09-12 | Completed | 100% | $7.87 | $11.43 | 45.16% | Stop |
| 1993-02-04 | 1994-08-25 | Interest | 100% | $1.00 | $1.10 | 9.81% | Interest Income |
| 1993-02-02 | 1993-02-04 | Completed | 100% | $5.87 | $5.79 | -1.35% | Signal |
| 1992-04-24 | 1993-02-02 | Interest | 100% | $1.00 | $1.05 | 5.27% | Interest Income |
| 1992-04-20 | 1992-04-24 | Completed | 100% | $9.51 | $9.58 | 0.71% | Signal |
| 1991-10-24 | 1992-04-20 | Interest | 100% | $1.00 | $1.03 | 3.47% | Interest Income |
| 1991-08-28 | 1991-10-24 | Completed | 100% | $9.96 | $10.26 | 3.02% | Signal |
| 1991-07-16 | 1991-08-28 | Interest | 100% | $1.00 | $1.01 | 0.96% | Interest Income |
| 1991-04-12 | 1991-07-16 | Completed | 100% | $11.35 | $10.30 | -9.30% | Signal |
| 1991-03-20 | 1991-04-12 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1991-02-14 | 1991-03-20 | Completed | 100% | $13.79 | $11.76 | -14.74% | Stop |
| 1988-02-04 | 1991-02-14 | Interest | 100% | $1.00 | $1.27 | 26.87% | Interest Income |
| 1988-01-20 | 1988-02-04 | Completed | 100% | $9.82 | $9.83 | 0.10% | Signal |
| 1987-08-17 | 1988-01-20 | Interest | 100% | $1.00 | $1.03 | 3.33% | Interest Income |
| 1987-08-13 | 1987-08-17 | Completed | 100% | $15.10 | $15.35 | 1.68% | Signal |
| 1987-05-08 | 1987-08-13 | Interest | 100% | $1.00 | $1.02 | 2.05% | Interest Income |
| 1987-05-06 | 1987-05-08 | Completed | 100% | $14.57 | $14.54 | -0.17% | Signal |
| 1987-02-10 | 1987-05-06 | Interest | 100% | $1.00 | $1.02 | 1.80% | Interest Income |
| 1986-11-03 | 1987-02-10 | Completed | 100% | $10.64 | $11.66 | 9.50% | Signal |
| 1986-10-10 | 1986-11-03 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-08-07 | 1986-10-10 | Completed | 100% | $11.18 | $10.50 | -6.05% | Stop |
| 1986-07-16 | 1986-08-07 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1985-06-05 | 1986-07-16 | Completed | 100% | $10.76 | $11.57 | 7.53% | Stop |
| 1985-01-31 | 1985-06-05 | Interest | 100% | $1.00 | $1.03 | 2.64% | Interest Income |
| 1985-01-29 | 1985-01-31 | Completed | 100% | $10.91 | $11.05 | 1.30% | Signal |
| 1984-11-16 | 1985-01-29 | Interest | 100% | $1.00 | $1.01 | 1.50% | Interest Income |
| 1984-02-22 | 1984-11-16 | Completed | 100% | $8.62 | $9.99 | 15.81% | Signal |
| 1984-01-30 | 1984-02-22 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1982-10-08 | 1984-01-30 | Completed | 100% | $6.03 | $9.00 | 49.39% | Stop |
| 1980-02-27 | 1982-10-08 | Interest | 100% | $1.00 | $1.22 | 22.19% | Interest Income |
| 1979-10-04 | 1980-02-27 | Completed | 100% | $4.33 | $4.24 | -2.23% | Signal |
| 1979-09-12 | 1979-10-04 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1979-02-13 | 1979-09-12 | Completed | 100% | $4.76 | $4.22 | -11.26% | Stop |
| 1978-08-03 | 1979-02-13 | Interest | 100% | $1.00 | $1.04 | 4.15% | Interest Income |
| 1978-08-01 | 1978-08-03 | Completed | 100% | $4.22 | $4.44 | 5.31% | Signal |
| 1978-04-28 | 1978-08-01 | Interest | 100% | $1.00 | $1.02 | 1.99% | Interest Income |
| 1978-04-24 | 1978-04-28 | Completed | 100% | $3.77 | $3.88 | 2.95% | Signal |
| 1977-10-31 | 1978-04-24 | Interest | 100% | $1.00 | $1.04 | 3.71% | Interest Income |
| 1976-01-23 | 1977-10-31 | Completed | 100% | $3.43 | $3.77 | 9.77% | Signal |
| 1973-11-01 | 1976-01-23 | Interest | 100% | $1.00 | $1.19 | 18.58% | Interest Income |
| 1973-10-10 | 1973-11-01 | Completed | 100% | $3.49 | $3.61 | 3.60% | Signal |
| 1973-09-18 | 1973-10-10 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1973-06-14 | 1973-09-18 | Completed | 100% | $4.22 | $3.37 | -20.26% | Stop |
| 1973-05-22 | 1973-06-14 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1972-11-10 | 1973-05-22 | Completed | 100% | $3.79 | $3.99 | 5.26% | Stop |
| 1972-10-18 | 1972-11-10 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1972-03-13 | 1972-10-18 | Completed | 100% | $3.82 | $3.81 | -0.18% | Stop |
| 1972-03-09 | 1972-03-13 | Interest | 100% | $1.00 | $1.00 | 0.03% | Interest Income |
Return Distribution Analysis
