IJR: ISHARES CORE S&P SMALL-CAP ETF (Truncated)

Trend Following Summary

--- Trend Following for IJR as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
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2002-05-29   $15.01          2002-07-24   $10.84                  0.72x
2002-07-24   $1.00           2003-05-21   $0.75                   0.75x (Cash)
2003-05-21   $12.39          2004-09-14   $18.08                  1.46x
2004-09-14   $1.00           2004-10-05   $1.46                   1.46x (Cash)
2004-10-05   $18.74          2006-07-27   $22.91                  1.22x
2006-07-27   $1.00           2006-09-06   $1.23                   1.23x (Cash)
2006-09-06   $23.45          2007-09-28   $27.25                  1.16x
2007-09-28   $1.00           2007-10-19   $1.17                   1.17x (Cash)
2007-10-19   $27.31          2007-11-26   $24.97                  0.91x
2007-11-26   $1.00           2008-09-17   $0.94                   0.94x (Cash)
2008-09-17   $24.08          2008-10-10   $16.63                  0.69x
2008-10-10   $1.00           2009-06-19   $0.70                   0.70x (Cash)
2009-06-19   $17.73          2010-05-07   $23.52                  1.33x
2010-05-07   $1.00           2010-05-28   $1.33                   1.33x (Cash)
2010-05-28   $23.56          2010-08-17   $21.96                  0.93x
2010-08-17   $1.00           2010-10-25   $0.94                   0.94x (Cash)
2010-10-25   $24.97          2011-08-22   $24.46                  0.98x
2011-08-22   $1.00           2012-01-25   $0.99                   0.99x (Cash)
2012-01-25   $29.52          2014-10-07   $43.56                  1.48x
2014-10-07   $1.00           2014-12-12   $1.48                   1.48x (Cash)
2014-12-12   $46.31          2015-08-25   $46.10                  1.00x
2015-08-25   $1.00           2016-04-28   $1.01                   1.01x (Cash)
2016-04-28   $49.98          2018-11-23   $68.21                  1.36x
2018-11-23   $1.00           2019-02-21   $1.37                   1.37x (Cash)
2019-02-21   $72.62          2019-03-08   $68.54                  0.94x
2019-03-08   $1.00           2019-07-29   $0.95                   0.95x (Cash)
2019-07-29   $71.41          2019-10-14   $69.45                  0.97x
2019-10-14   $1.00           2019-11-04   $0.97                   0.97x (Cash)
2019-11-04   $73.57          2020-03-13   $52.52                  0.71x
2020-03-13   $1.00           2020-09-02   $0.72                   0.72x (Cash)
2020-09-02   $68.83          2022-02-07   $98.46                  1.43x
2022-02-07   $1.00           2023-01-06   $1.47                   1.47x (Cash)
2023-01-06   $90.98          2023-05-01   $89.65                  0.99x
2023-05-01   $1.00           2023-07-19   $0.99                   0.99x (Cash)
2023-07-19   $99.61          2023-10-13   $89.09                  0.89x
2023-10-13   $1.00           2023-12-27   $0.90                   0.90x (Cash)
2023-12-27   $106.12         2025-03-21   $103.51                 0.98x
2025-03-21   $1.00           2025-08-20   $0.99                   0.99x (Cash)
2025-08-20   $113.62         2026-02-27   $129.70                 1.14x (open)
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Method CAGR                   3.93%
Buy & Hold CAGR               9.36%
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NON-SUBSCRIBER VERSION - data truncated to 63 trading days in the past

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Trend Following Summary

NON-SUBSCRIBER VERSION - data truncated to 63 trading days in the past

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Trend Following Summary

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