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 | -9.20% | -36.10% | 5.53% | -0.37% | 14.54% | 15.52% | 13.14% | 15.40% |
| Sharpe Ratio | -0.66 | -1.22 | 0.26 | -0.01 | 0.60 | 0.44 | 0.46 | 0.32 |
| Max Drawdown | -18.78% | -56.24% | -38.39% | -56.24% | -38.39% | -56.24% | -54.57% | -75.29% |
| % Time Invested | 39.7% | 100.0% | 57.8% | 100.0% | 73.2% | 100.0% | 62.1% | 100.0% |
| Trades / Year | 3.0 | 0.0 | 1.4 | 0.0 | 1.3 | 0.0 | 2.1 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-03-10 | Open | Interest | 100% | $1.00 | $1.00 | 0.60% | Mark-to-Market |
| 2026-03-06 | 2026-03-10 | Completed | 100% | $465.56 | $472.55 | 1.50% | Signal |
| 2025-11-10 | 2026-03-06 | Interest | 100% | $1.00 | $1.01 | 1.28% | Interest Income |
| 2025-09-17 | 2025-11-10 | Completed | 100% | $649.28 | $646.35 | -0.45% | Signal |
| 2025-08-25 | 2025-09-17 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-05-29 | 2025-08-25 | Completed | 100% | $753.37 | $660.52 | -12.33% | Stop |
| 2025-02-06 | 2025-05-29 | Interest | 100% | $1.00 | $1.01 | 1.31% | Interest Income |
| 2024-11-18 | 2025-02-06 | Completed | 100% | $677.80 | $582.49 | -14.06% | Stop |
| 2024-10-22 | 2024-11-18 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2024-06-25 | 2024-10-22 | Completed | 100% | $620.07 | $601.95 | -2.92% | Signal |
| 2024-05-31 | 2024-06-25 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-03-22 | 2024-05-31 | Completed | 100% | $411.28 | $553.62 | 34.61% | Stop |
| 2022-02-22 | 2023-03-22 | Interest | 100% | $1.00 | $1.03 | 3.49% | 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 |
| 2020-06-09 | 2020-09-21 | Completed | 100% | $281.22 | $285.23 | 1.42% | Stop |
| 2020-04-06 | 2020-06-09 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-24 | 2020-04-06 | Completed | 100% | $197.70 | $222.22 | 12.40% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-01-21 | 2020-03-02 | Completed | 100% | $270.24 | $255.77 | -5.35% | Stop |
| 2019-12-09 | 2020-01-21 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2019-02-21 | 2019-12-09 | Completed | 100% | $223.69 | $245.01 | 9.53% | Signal |
| 2019-01-17 | 2019-02-21 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2018-12-17 | 2019-01-17 | Completed | 100% | $190.19 | $198.45 | 4.34% | Signal |
| 2018-11-21 | 2018-12-17 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2016-03-31 | 2018-11-21 | Completed | 100% | $94.82 | $188.35 | 98.63% | Stop |
| 2015-09-24 | 2016-03-31 | Interest | 100% | $1.00 | $1.01 | 1.05% | Interest Income |
| 2015-09-16 | 2015-09-24 | Completed | 100% | $81.75 | $79.62 | -2.60% | Signal |
| 2015-08-24 | 2015-09-16 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2013-08-13 | 2015-08-24 | Completed | 100% | $58.18 | $75.47 | 29.73% | Stop |
| 2013-07-19 | 2013-08-13 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2013-07-15 | 2013-07-19 | Completed | 100% | $57.98 | $57.87 | -0.19% | Signal |
| 2013-06-11 | 2013-07-15 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2013-05-20 | 2013-06-11 | Completed | 100% | $54.03 | $52.21 | -3.36% | Signal |
| 2013-04-26 | 2013-05-20 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2011-11-15 | 2013-04-26 | Completed | 100% | $46.72 | $51.04 | 9.25% | Stop |
| 2011-07-22 | 2011-11-15 | Interest | 100% | $1.00 | $1.01 | 0.70% | Interest Income |
| 2009-05-26 | 2011-07-22 | Completed | 100% | $23.51 | $41.67 | 77.21% | Stop |
| 2008-10-31 | 2009-05-26 | Interest | 100% | $1.00 | $1.02 | 1.59% | Interest Income |
| 2008-10-29 | 2008-10-31 | Completed | 100% | $21.61 | $21.72 | 0.49% | Signal |
| 2008-10-07 | 2008-10-29 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2008-09-11 | 2008-10-07 | Completed | 100% | $26.34 | $23.66 | -10.17% | Stop |
| 2008-08-14 | 2008-09-11 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2008-08-12 | 2008-08-14 | Completed | 100% | $26.68 | $26.24 | -1.65% | Signal |
| 2008-02-25 | 2008-08-12 | Interest | 100% | $1.00 | $1.02 | 1.78% | Interest Income |
| 2007-10-25 | 2008-02-25 | Completed | 100% | $28.28 | $23.56 | -16.68% | Stop |
| 2007-04-25 | 2007-10-25 | Interest | 100% | $1.00 | $1.02 | 2.40% | Interest Income |
| 2007-04-17 | 2007-04-25 | Completed | 100% | $25.69 | $25.57 | -0.48% | Signal |
| 2007-02-22 | 2007-04-17 | Interest | 100% | $1.00 | $1.01 | 0.66% | Interest Income |
| 2006-12-27 | 2007-02-22 | Completed | 100% | $26.99 | $27.39 | 1.50% | Signal |
| 2006-12-04 | 2006-12-27 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2005-06-22 | 2006-12-04 | Completed | 100% | $19.89 | $27.21 | 36.78% | Stop |
| 2005-05-31 | 2005-06-22 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2005-04-11 | 2005-05-31 | Completed | 100% | $18.89 | $19.00 | 0.56% | Signal |
| 2005-03-09 | 2005-04-11 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2005-03-07 | 2005-03-09 | Completed | 100% | $19.36 | $19.29 | -0.34% | Signal |
| 2005-02-10 | 2005-03-07 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2005-02-08 | 2005-02-10 | Completed | 100% | $17.13 | $16.52 | -3.56% | Signal |
| 2005-01-14 | 2005-02-08 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2004-10-19 | 2005-01-14 | Completed | 100% | $20.16 | $17.21 | -14.64% | Stop |
| 2004-08-31 | 2004-10-19 | Interest | 100% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2004-08-25 | 2004-08-31 | Completed | 100% | $18.33 | $18.51 | 0.96% | Signal |
| 2004-03-17 | 2004-08-25 | Interest | 100% | $1.00 | $1.02 | 1.94% | Interest Income |
| 2004-03-15 | 2004-03-17 | Completed | 100% | $18.78 | $18.19 | -3.13% | Signal |
| 2004-02-20 | 2004-03-15 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2003-09-22 | 2004-02-20 | Completed | 100% | $21.55 | $19.96 | -7.36% | Stop |
| 2003-02-03 | 2003-09-22 | Interest | 100% | $1.00 | $1.02 | 2.46% | 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 |
| 2002-08-12 | 2002-12-16 | Completed | 100% | $18.37 | $20.53 | 11.76% | Stop |
| 2002-07-19 | 2002-08-12 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2002-02-05 | 2002-07-19 | Completed | 100% | $16.07 | $18.10 | 12.62% | Stop |
| 2002-01-11 | 2002-02-05 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2001-10-25 | 2002-01-11 | Completed | 100% | $18.17 | $16.82 | -7.42% | Stop |
| 2001-01-25 | 2001-10-25 | Interest | 100% | $1.00 | $1.04 | 3.71% | Interest Income |
| 2001-01-11 | 2001-01-25 | Completed | 100% | $15.42 | $16.52 | 7.12% | Signal |
| 2000-12-18 | 2001-01-11 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2000-12-07 | 2000-12-18 | Completed | 100% | $21.16 | $20.97 | -0.91% | Stop |
| 2000-11-14 | 2000-12-07 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2000-11-03 | 2000-11-14 | Completed | 100% | $29.11 | $24.67 | -15.23% | Stop |
| 2000-10-12 | 2000-11-03 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2000-10-03 | 2000-10-12 | Completed | 100% | $24.21 | $20.80 | -14.06% | Stop |
| 2000-05-12 | 2000-10-03 | Interest | 100% | $1.00 | $1.02 | 2.32% | 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 |
| 1998-12-07 | 1999-01-14 | Completed | 100% | $8.91 | $11.60 | 30.18% | Stop |
| 1998-09-29 | 1998-12-07 | Interest | 100% | $1.00 | $1.01 | 0.87% | Interest Income |
| 1998-09-23 | 1998-09-29 | Completed | 100% | $5.93 | $7.18 | 21.14% | Signal |
| 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 |
| 1998-03-30 | 1998-05-18 | Completed | 100% | $7.03 | $6.70 | -4.69% | Stop |
| 1998-03-06 | 1998-03-30 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 1998-02-04 | 1998-03-06 | Completed | 100% | $5.84 | $6.44 | 10.34% | Stop |
| 1998-01-12 | 1998-02-04 | Interest | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 1997-11-19 | 1998-01-12 | Completed | 100% | $4.30 | $5.11 | 18.72% | Stop |
| 1997-10-28 | 1997-11-19 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 1997-09-30 | 1997-10-28 | Completed | 100% | $4.83 | $4.17 | -13.64% | Stop |
| 1996-03-27 | 1997-09-30 | Interest | 100% | $1.00 | $1.10 | 10.11% | 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
