INTU
Intuit Inc
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
INTU Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | -21.13% | -36.10% | 0.29% | -0.37% | 16.09% | 15.52% | 8.94% | 15.40% |
| Sharpe Ratio | -0.96 | -1.22 | 0.01 | -0.01 | 0.57 | 0.44 | 0.28 | 0.32 |
| Max Drawdown | -41.05% | -56.24% | -41.22% | -56.24% | -41.22% | -56.24% | -85.68% | -75.29% |
| % Time Invested | 69.0% | 100.0% | 63.1% | 100.0% | 79.0% | 100.0% | 63.2% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 2.6 | 0.0 | 1.7 | 0.0 | 2.3 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-02-24 | Open | Interest | 100% | $1.00 | $1.00 | 0.76% | Mark-to-Market |
| 2026-02-09 | 2026-02-24 | Completed | 100% | $437.32 | $366.88 | -16.11% | Stop |
| 2026-01-15 | 2026-02-09 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-09-17 | 2026-01-15 | Completed | 100% | $649.28 | $564.04 | -13.13% | Stop |
| 2025-08-25 | 2025-09-17 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-02-12 | 2025-08-25 | Completed | 100% | $572.40 | $660.52 | 15.39% | Stop |
| 2025-01-21 | 2025-02-12 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2024-06-25 | 2025-01-21 | Completed | 100% | $620.07 | $600.05 | -3.23% | Stop |
| 2024-05-31 | 2024-06-25 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-18 | 2024-05-31 | Completed | 100% | $599.81 | $553.62 | -7.70% | Stop |
| 2023-11-24 | 2023-12-18 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2023-11-21 | 2023-11-24 | Completed | 100% | $550.39 | $552.75 | 0.43% | Signal |
| 2023-09-12 | 2023-11-21 | Interest | 100% | $1.00 | $1.01 | 0.90% | Interest Income |
| 2023-09-08 | 2023-09-12 | Completed | 100% | $541.80 | $532.67 | -1.69% | Signal |
| 2022-12-01 | 2023-09-08 | Interest | 100% | $1.00 | $1.03 | 2.83% | Interest Income |
| 2022-11-29 | 2022-12-01 | Completed | 100% | $372.30 | $397.92 | 6.88% | Signal |
| 2022-11-04 | 2022-11-29 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-09-27 | 2022-11-04 | Completed | 100% | $389.20 | $362.58 | -6.84% | Stop |
| 2022-09-02 | 2022-09-27 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2022-07-08 | 2022-09-02 | Completed | 100% | $391.84 | $421.37 | 7.54% | Stop |
| 2022-06-14 | 2022-07-08 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2022-05-19 | 2022-06-14 | Completed | 100% | $345.64 | $356.58 | 3.16% | Stop |
| 2022-04-27 | 2022-05-19 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-03-16 | 2022-04-27 | Completed | 100% | $432.00 | $409.42 | -5.22% | Stop |
| 2022-02-22 | 2022-03-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2022-02-01 | 2022-02-22 | Completed | 100% | $540.14 | $465.91 | -13.74% | Stop |
| 2022-01-07 | 2022-02-01 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2020-10-13 | 2022-01-07 | Completed | 100% | $340.10 | $569.30 | 67.39% | Stop |
| 2020-09-21 | 2020-10-13 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-24 | 2020-09-21 | Completed | 100% | $197.70 | $285.23 | 44.28% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-01-07 | 2020-03-02 | Completed | 100% | $255.36 | $255.77 | 0.16% | Stop |
| 2019-12-12 | 2020-01-07 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2018-12-17 | 2019-12-12 | Completed | 100% | $190.19 | $240.58 | 26.50% | Stop |
| 2018-11-21 | 2018-12-17 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2015-09-16 | 2018-11-21 | Completed | 100% | $81.75 | $188.35 | 130.40% | Stop |
| 2015-08-24 | 2015-09-16 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2013-05-20 | 2015-08-24 | Completed | 100% | $54.03 | $75.47 | 39.70% | Stop |
| 2013-04-26 | 2013-05-20 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2011-08-15 | 2013-04-26 | Completed | 100% | $37.46 | $51.04 | 36.24% | Stop |
| 2011-07-22 | 2011-08-15 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2010-01-22 | 2011-07-22 | Completed | 100% | $27.05 | $41.67 | 54.03% | Stop |
| 2009-08-04 | 2010-01-22 | Interest | 100% | $1.00 | $1.02 | 1.63% | Interest Income |
| 2009-07-31 | 2009-08-04 | Completed | 100% | $26.09 | $26.05 | -0.17% | Signal |
| 2008-08-14 | 2009-07-31 | Interest | 100% | $1.00 | $1.03 | 3.10% | Interest Income |
| 2008-08-12 | 2008-08-14 | Completed | 100% | $26.68 | $26.24 | -1.65% | Signal |
| 2007-11-16 | 2008-08-12 | Interest | 100% | $1.00 | $1.03 | 2.80% | Interest Income |
| 2007-09-04 | 2007-11-16 | Completed | 100% | $23.92 | $26.11 | 9.14% | Signal |
| 2007-08-10 | 2007-09-04 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2007-04-19 | 2007-08-10 | Completed | 100% | $25.69 | $23.24 | -9.54% | Stop |
| 2007-03-27 | 2007-04-19 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2006-12-27 | 2007-03-27 | Completed | 100% | $26.99 | $23.78 | -11.91% | Stop |
| 2006-12-04 | 2006-12-27 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2005-12-16 | 2006-12-04 | Completed | 100% | $23.81 | $27.21 | 14.25% | Stop |
| 2005-03-09 | 2005-12-16 | Interest | 100% | $1.00 | $1.03 | 3.35% | Interest Income |
| 2005-03-04 | 2005-03-09 | Completed | 100% | $19.15 | $19.29 | 0.76% | Signal |
| 2004-08-31 | 2005-03-04 | Interest | 100% | $1.00 | $1.02 | 2.10% | Interest Income |
| 2004-08-25 | 2004-08-31 | Completed | 100% | $18.33 | $18.51 | 0.96% | Signal |
| 2004-01-15 | 2004-08-25 | Interest | 100% | $1.00 | $1.03 | 2.61% | Interest Income |
| 2003-08-11 | 2004-01-15 | Completed | 100% | $18.51 | $21.50 | 16.13% | Signal |
| 2003-07-18 | 2003-08-11 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2003-05-21 | 2003-07-18 | Completed | 100% | $18.66 | $18.05 | -3.25% | Stop |
| 2003-04-29 | 2003-05-21 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2003-04-15 | 2003-04-29 | Completed | 100% | $17.53 | $16.11 | -8.07% | Stop |
| 2003-03-24 | 2003-04-15 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2003-02-26 | 2003-03-24 | Completed | 100% | $19.96 | $16.72 | -16.23% | Stop |
| 2003-02-03 | 2003-02-26 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2003-01-09 | 2003-02-03 | Completed | 100% | $20.78 | $19.38 | -6.72% | Stop |
| 2002-12-16 | 2003-01-09 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2002-08-26 | 2002-12-16 | Completed | 100% | $20.33 | $20.53 | 0.97% | Stop |
| 2001-08-20 | 2002-08-26 | Interest | 100% | $1.00 | $1.05 | 4.88% | Interest Income |
| 2001-08-09 | 2001-08-20 | Completed | 100% | $13.78 | $13.28 | -3.66% | Signal |
| 2001-07-18 | 2001-08-09 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2001-06-22 | 2001-07-18 | Completed | 100% | $17.08 | $15.26 | -10.62% | Stop |
| 2001-05-31 | 2001-06-22 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2001-04-09 | 2001-05-31 | Completed | 100% | $12.92 | $13.44 | 3.98% | Stop |
| 2001-03-16 | 2001-04-09 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2001-03-06 | 2001-03-16 | Completed | 100% | $19.16 | $12.68 | -33.81% | Stop |
| 2001-02-09 | 2001-03-06 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2001-01-17 | 2001-02-09 | Completed | 100% | $15.23 | $16.19 | 6.31% | Stop |
| 2000-12-21 | 2001-01-17 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2000-12-15 | 2000-12-21 | Completed | 100% | $21.35 | $16.85 | -21.08% | Stop |
| 2000-11-22 | 2000-12-15 | Interest | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2000-11-09 | 2000-11-22 | Completed | 100% | $26.93 | $19.16 | -28.85% | Stop |
| 2000-10-18 | 2000-11-09 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2000-10-11 | 2000-10-18 | Completed | 100% | $22.51 | $18.72 | -16.83% | Stop |
| 2000-09-19 | 2000-10-11 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2000-08-15 | 2000-09-19 | Completed | 100% | $18.80 | $23.03 | 22.48% | Stop |
| 2000-07-24 | 2000-08-15 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2000-07-11 | 2000-07-24 | Completed | 100% | $19.61 | $16.77 | -14.49% | Stop |
| 2000-06-16 | 2000-07-11 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2000-06-06 | 2000-06-16 | Completed | 100% | $18.31 | $16.58 | -9.45% | Stop |
| 2000-05-12 | 2000-06-06 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2000-05-04 | 2000-05-12 | Completed | 100% | $14.49 | $13.31 | -8.14% | Stop |
| 2000-04-11 | 2000-05-04 | Interest | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2000-04-07 | 2000-04-11 | Completed | 100% | $21.60 | $18.09 | -16.26% | Stop |
| 2000-03-16 | 2000-04-07 | Interest | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2000-03-09 | 2000-03-16 | Completed | 100% | $22.18 | $22.73 | 2.48% | Stop |
| 2000-02-15 | 2000-03-09 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2000-01-31 | 2000-02-15 | Completed | 100% | $24.98 | $26.07 | 4.40% | Stop |
| 2000-01-06 | 2000-01-31 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 1999-12-23 | 2000-01-06 | Completed | 100% | $25.88 | $32.25 | 24.60% | Stop |
| 1999-12-01 | 1999-12-23 | Interest | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 1999-10-19 | 1999-12-01 | Completed | 100% | $10.54 | $21.82 | 107.03% | Stop |
| 1999-09-27 | 1999-10-19 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1999-08-16 | 1999-09-27 | Completed | 100% | $11.89 | $14.02 | 17.85% | Stop |
| 1999-07-23 | 1999-08-16 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1999-05-10 | 1999-07-23 | Completed | 100% | $11.56 | $12.15 | 5.06% | Stop |
| 1999-04-16 | 1999-05-10 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 1999-02-08 | 1999-04-16 | Completed | 100% | $12.59 | $13.05 | 3.63% | Stop |
| 1999-01-14 | 1999-02-08 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 1998-12-28 | 1999-01-14 | Completed | 100% | $10.05 | $11.60 | 15.48% | Stop |
| 1998-12-03 | 1998-12-28 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 1998-10-28 | 1998-12-03 | Completed | 100% | $6.88 | $8.76 | 27.26% | Stop |
| 1998-10-06 | 1998-10-28 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 1998-09-23 | 1998-10-06 | Completed | 100% | $5.93 | $5.98 | 0.93% | Stop |
| 1998-08-31 | 1998-09-23 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 1998-08-19 | 1998-08-31 | Completed | 100% | $7.62 | $6.30 | -17.29% | Stop |
| 1998-07-28 | 1998-08-19 | Interest | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 1998-06-10 | 1998-07-28 | Completed | 100% | $6.66 | $8.27 | 24.18% | Stop |
| 1998-05-18 | 1998-06-10 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 1998-04-20 | 1998-05-18 | Completed | 100% | $7.48 | $6.70 | -10.51% | Stop |
| 1997-01-06 | 1998-04-20 | Interest | 100% | $1.00 | $1.08 | 8.01% | Interest Income |
| 1997-01-02 | 1997-01-06 | Completed | 100% | $4.68 | $4.68 | -0.00% | Signal |
| 1996-12-09 | 1997-01-02 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 1996-11-07 | 1996-12-09 | Completed | 100% | $5.27 | $5.01 | -4.86% | Stop |
| 1996-10-16 | 1996-11-07 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 1996-09-27 | 1996-10-16 | Completed | 100% | $4.94 | $4.21 | -14.81% | Stop |
| 1996-09-05 | 1996-09-27 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1996-07-22 | 1996-09-05 | Completed | 100% | $5.31 | $4.65 | -12.41% | Stop |
| 1996-06-27 | 1996-07-22 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1996-04-19 | 1996-06-27 | Completed | 100% | $6.95 | $6.62 | -4.74% | Stop |
| 1996-03-27 | 1996-04-19 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 1996-03-12 | 1996-03-27 | Completed | 100% | $7.06 | $6.92 | -2.07% | Stop |
| 1996-02-16 | 1996-03-12 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1996-02-09 | 1996-02-16 | Completed | 100% | $9.22 | $8.05 | -12.70% | Stop |
| 1996-01-18 | 1996-02-09 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 1996-01-11 | 1996-01-18 | Completed | 100% | $8.82 | $7.87 | -10.79% | Stop |
| 1995-12-18 | 1996-01-11 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 1995-12-01 | 1995-12-18 | Completed | 100% | $12.00 | $10.65 | -11.28% | Stop |
| 1995-11-08 | 1995-12-01 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1995-10-27 | 1995-11-08 | Completed | 100% | $9.59 | $11.42 | 19.08% | Stop |
| 1995-10-05 | 1995-10-27 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1995-05-24 | 1995-10-05 | Completed | 100% | $4.72 | $6.40 | 35.66% | Stop |
| 1995-05-22 | 1995-05-24 | Interest | 100% | $1.00 | $1.00 | 0.03% | Interest Income |
Return Distribution Analysis
