Moving Average (50/200)
ISRG
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-08
Trading Style:
Methodology:

ISRG Quality Metrics & KPI Summary

MetricStrategyBuy & HoldDescription
CAGR 13.43% 28.22% 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 0.45 0.56 A measure of risk-adjusted return. Higher indicates better return per unit of volatility.
Max Drawdown -50.23% -75.89% The maximum loss from a peak to a trough of a portfolio, before a new peak is attained.
% Time Invested 58.6% 100.0% The percentage of total simulation time where the strategy held a long position in the asset.
Trades / Year 2.6 0.0 The average number of trade executions per calendar year. Low turnover reduces slippage and tax drag.

Trade History

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
2026-02-24 2026-03-20 COMPLETED 100% $489.69 $480.30 -1.92% Signal
2026-01-30 2026-02-24 INTEREST 100% $1.00 $1.00 0.26% Interest Income
2025-12-04 2026-01-30 COMPLETED 100% $571.98 $506.70 -11.41% Stop
2025-07-29 2025-12-04 INTEREST 100% $1.00 $1.01 1.46% Interest Income
2025-06-23 2025-07-29 COMPLETED 100% $508.00 $497.25 -2.12% Signal
2025-05-05 2025-06-23 INTEREST 100% $1.00 $1.01 0.57% Interest Income
2025-05-01 2025-05-05 COMPLETED 100% $518.12 $528.32 1.97% Signal
2025-04-08 2025-05-01 INTEREST 100% $1.00 $1.00 0.27% Interest Income
2025-04-01 2025-04-08 COMPLETED 100% $492.26 $479.58 -2.58% Stop
2025-03-10 2025-04-01 INTEREST 100% $1.00 $1.00 0.27% Interest Income
2023-12-29 2025-03-10 COMPLETED 100% $337.83 $503.91 49.16% Stop
2023-11-08 2023-12-29 INTEREST 100% $1.00 $1.01 0.58% Interest Income
2023-11-06 2023-11-08 COMPLETED 100% $278.13 $280.50 0.85% Signal
2023-10-13 2023-11-06 INTEREST 100% $1.00 $1.00 0.30% Interest Income
2023-08-31 2023-10-13 COMPLETED 100% $319.60 $266.83 -16.51% Stop
2023-08-09 2023-08-31 INTEREST 100% $1.00 $1.00 0.26% Interest Income
2023-02-17 2023-08-09 COMPLETED 100% $238.95 $302.87 26.75% Stop
2023-01-26 2023-02-17 INTEREST 100% $1.00 $1.00 0.23% Interest Income
2022-12-12 2023-01-26 COMPLETED 100% $272.22 $246.48 -9.46% Stop
2022-11-03 2022-12-12 INTEREST 100% $1.00 $1.00 0.38% Interest Income
2022-10-26 2022-11-03 COMPLETED 100% $237.75 $233.01 -1.99% Signal
2022-01-18 2022-10-26 INTEREST 100% $1.00 $1.02 2.18% Interest Income
2021-03-30 2022-01-18 COMPLETED 100% $239.70 $301.37 25.73% Stop
2021-03-08 2021-03-30 INTEREST 100% $1.00 $1.00 0.10% Interest Income
2020-10-13 2021-03-08 COMPLETED 100% $251.97 $235.12 -6.69% Stop
2020-09-21 2020-10-13 INTEREST 100% $1.00 $1.00 0.05% Interest Income
2020-07-20 2020-09-21 COMPLETED 100% $215.15 $216.03 0.41% Stop
2020-06-25 2020-07-20 INTEREST 100% $1.00 $1.00 0.04% Interest Income
2020-06-23 2020-06-25 COMPLETED 100% $197.00 $185.57 -5.80% Stop
2020-03-31 2020-06-23 INTEREST 100% $1.00 $1.00 0.16% Interest Income
2020-03-24 2020-03-31 COMPLETED 100% $132.97 $166.28 25.05% Signal
2020-03-02 2020-03-24 INTEREST 100% $1.00 $1.00 0.06% Interest Income
2019-11-04 2020-03-02 COMPLETED 100% $187.50 $178.65 -4.72% Stop
2019-09-04 2019-11-04 INTEREST 100% $1.00 $1.00 0.29% Interest Income
2019-08-14 2019-09-04 COMPLETED 100% $170.17 $165.78 -2.58% Signal
2019-06-03 2019-08-14 INTEREST 100% $1.00 $1.00 0.40% Interest Income
2019-05-15 2019-06-03 COMPLETED 100% $161.80 $154.28 -4.65% Signal
2019-04-23 2019-05-15 INTEREST 100% $1.00 $1.00 0.16% Interest Income
2019-03-06 2019-04-23 COMPLETED 100% $182.33 $165.33 -9.33% Stop
2018-12-20 2019-03-06 INTEREST 100% $1.00 $1.01 0.53% Interest Income
2018-11-15 2018-12-20 COMPLETED 100% $165.70 $156.00 -5.85% Stop
2018-10-24 2018-11-15 INTEREST 100% $1.00 $1.00 0.20% Interest Income
2018-03-06 2018-10-24 COMPLETED 100% $142.00 $168.58 18.72% Stop
2018-02-09 2018-03-06 INTEREST 100% $1.00 $1.00 0.18% Interest Income
2017-03-17 2018-02-09 COMPLETED 100% $83.13 $128.98 55.15% Stop
2017-02-23 2017-03-17 INTEREST 100% $1.00 $1.00 0.16% Interest Income
2017-02-21 2017-02-23 COMPLETED 100% $80.56 $81.26 0.87% Signal
2016-12-08 2017-02-21 INTEREST 100% $1.00 $1.00 0.47% Interest Income
2015-12-22 2016-12-08 COMPLETED 100% $60.18 $68.66 14.09% Stop
2015-10-09 2015-12-22 INTEREST 100% $1.00 $1.00 0.44% Interest Income
2015-08-24 2015-10-09 COMPLETED 100% $53.51 $51.99 -2.84% Signal
2015-06-25 2015-08-24 INTEREST 100% $1.00 $1.00 0.37% Interest Income
2014-08-06 2015-06-25 COMPLETED 100% $49.60 $54.79 10.47% Signal
2014-06-11 2014-08-06 INTEREST 100% $1.00 $1.00 0.39% Interest Income
2014-05-05 2014-06-11 COMPLETED 100% $40.15 $41.91 4.38% Signal
2014-04-10 2014-05-05 INTEREST 100% $1.00 $1.00 0.17% Interest Income
2014-03-05 2014-04-10 COMPLETED 100% $49.84 $51.09 2.51% Stop
2013-11-19 2014-03-05 INTEREST 100% $1.00 $1.01 0.78% Interest Income
2013-11-15 2013-11-19 COMPLETED 100% $43.72 $43.71 -0.04% Signal
2013-04-23 2013-11-15 INTEREST 100% $1.00 $1.01 1.42% Interest Income
2013-03-25 2013-04-23 COMPLETED 100% $54.45 $52.78 -3.07% Signal
2013-03-01 2013-03-25 INTEREST 100% $1.00 $1.00 0.12% Interest Income
2013-02-05 2013-03-01 COMPLETED 100% $63.94 $61.44 -3.91% Stop
2013-01-07 2013-02-05 INTEREST 100% $1.00 $1.00 0.15% Interest Income
2012-12-13 2013-01-07 COMPLETED 100% $59.53 $55.36 -6.99% Signal
2012-09-13 2012-12-13 INTEREST 100% $1.00 $1.00 0.42% Interest Income
2012-08-15 2012-09-13 COMPLETED 100% $56.39 $54.00 -4.24% Signal
2012-07-24 2012-08-15 INTEREST 100% $1.00 $1.00 0.10% Interest Income
2012-06-26 2012-07-24 COMPLETED 100% $60.18 $53.48 -11.12% Stop
2012-06-04 2012-06-26 INTEREST 100% $1.00 $1.00 0.10% Interest Income
2011-08-30 2012-06-04 COMPLETED 100% $41.56 $55.89 34.47% Stop
2011-08-08 2011-08-30 INTEREST 100% $1.00 $1.00 0.14% Interest Income
2011-02-25 2011-08-08 COMPLETED 100% $36.52 $38.68 5.93% Stop
2010-08-23 2011-02-25 INTEREST 100% $1.00 $1.02 1.52% Interest Income
2010-06-01 2010-08-23 COMPLETED 100% $36.72 $32.69 -10.97% Stop
2010-05-07 2010-06-01 INTEREST 100% $1.00 $1.00 0.21% Interest Income
2009-06-23 2010-05-07 COMPLETED 100% $17.00 $37.33 119.61% Stop
2008-10-01 2009-06-23 INTEREST 100% $1.00 $1.02 2.22% Interest Income
2008-09-24 2008-10-01 COMPLETED 100% $31.11 $26.44 -15.01% Stop
2008-06-26 2008-09-24 INTEREST 100% $1.00 $1.01 0.94% Interest Income
2008-05-13 2008-06-26 COMPLETED 100% $32.40 $30.34 -6.36% Signal
2008-04-21 2008-05-13 INTEREST 100% $1.00 $1.00 0.24% Interest Income
2008-02-25 2008-04-21 COMPLETED 100% $32.34 $32.12 -0.67% Stop
2008-01-31 2008-02-25 INTEREST 100% $1.00 $1.00 0.23% Interest Income
2008-01-14 2008-01-31 COMPLETED 100% $29.62 $25.45 -14.08% Stop
2007-12-19 2008-01-14 INTEREST 100% $1.00 $1.00 0.25% Interest Income
2007-12-05 2007-12-19 COMPLETED 100% $36.67 $34.06 -7.11% Stop
2007-11-12 2007-12-05 INTEREST 100% $1.00 $1.00 0.25% Interest Income
2007-03-13 2007-11-12 COMPLETED 100% $12.11 $30.67 153.27% Stop
2006-07-28 2007-03-13 INTEREST 100% $1.00 $1.03 2.87% Interest Income
2006-06-16 2006-07-28 COMPLETED 100% $11.95 $10.89 -8.86% Stop
2006-05-24 2006-06-16 INTEREST 100% $1.00 $1.00 0.31% Interest Income
2006-05-09 2006-05-24 COMPLETED 100% $13.97 $12.15 -13.05% Stop
2006-04-17 2006-05-09 INTEREST 100% $1.00 $1.00 0.31% Interest Income
2006-03-01 2006-04-17 COMPLETED 100% $9.96 $11.75 18.02% Stop
2006-02-06 2006-03-01 INTEREST 100% $1.00 $1.00 0.28% Interest Income
2005-11-04 2006-02-06 COMPLETED 100% $10.35 $12.72 22.89% Stop
2005-10-13 2005-11-04 INTEREST 100% $1.00 $1.00 0.28% Interest Income
2005-05-17 2005-10-13 COMPLETED 100% $4.88 $7.31 49.60% Stop
2005-04-25 2005-05-17 INTEREST 100% $1.00 $1.00 0.26% Interest Income
2004-11-12 2005-04-25 COMPLETED 100% $3.51 $4.63 31.87% Stop
2004-10-21 2004-11-12 INTEREST 100% $1.00 $1.00 0.26% Interest Income
2004-08-19 2004-10-21 COMPLETED 100% $2.79 $2.58 -7.64% Stop
2004-07-28 2004-08-19 INTEREST 100% $1.00 $1.00 0.27% Interest Income
2004-06-25 2004-07-28 COMPLETED 100% $2.10 $2.41 15.05% Stop
2004-05-25 2004-06-25 INTEREST 100% $1.00 $1.00 0.39% Interest Income
2004-05-06 2004-05-25 COMPLETED 100% $1.81 $1.80 -0.25% Signal
2004-04-14 2004-05-06 INTEREST 100% $1.00 $1.00 0.28% Interest Income
2003-11-18 2004-04-14 COMPLETED 100% $1.60 $1.79 11.75% Stop
2003-10-27 2003-11-18 INTEREST 100% $1.00 $1.00 0.27% Interest Income
2003-08-08 2003-10-27 COMPLETED 100% $1.67 $1.85 11.27% Stop
2003-07-17 2003-08-08 INTEREST 100% $1.00 $1.00 0.27% Interest Income
2003-07-10 2003-07-17 COMPLETED 100% $1.60 $1.41 -12.15% Stop
2003-06-17 2003-07-10 INTEREST 100% $1.00 $1.00 0.22% Interest Income
2003-06-03 2003-06-17 COMPLETED 100% $1.88 $1.73 -7.69% Stop
2002-06-13 2003-06-03 INTEREST 100% $1.00 $1.04 3.92% Interest Income
2002-05-31 2002-06-13 COMPLETED 100% $2.06 $1.73 -16.04% Stop
2002-05-08 2002-05-31 INTEREST 100% $1.00 $1.00 0.32% Interest Income
2002-04-17 2002-05-08 COMPLETED 100% $2.24 $2.02 -9.63% Stop
2002-03-05 2002-04-17 INTEREST 100% $1.00 $1.01 0.62% Interest Income
2002-02-12 2002-03-05 COMPLETED 100% $1.89 $2.04 7.98% Signal
2002-01-18 2002-02-12 INTEREST 100% $1.00 $1.00 0.31% Interest Income
2001-11-29 2002-01-18 COMPLETED 100% $2.01 $1.93 -3.65% Stop
2001-11-01 2001-11-29 INTEREST 100% $1.00 $1.00 0.34% Interest Income
2001-10-08 2001-11-01 COMPLETED 100% $1.76 $2.03 15.15% Signal
2001-09-10 2001-10-08 INTEREST 100% $1.00 $1.00 0.29% Interest Income
2001-08-14 2001-09-10 COMPLETED 100% $2.02 $1.57 -22.53% Stop
2001-07-23 2001-08-14 INTEREST 100% $1.00 $1.00 0.32% Interest Income
2001-07-10 2001-07-23 COMPLETED 100% $3.06 $2.77 -9.30% Stop
2001-04-26 2001-07-10 INTEREST 100% $1.00 $1.01 1.06% Interest Income
2001-04-24 2001-04-26 COMPLETED 100% $1.30 $1.40 8.03% Signal
2001-03-30 2001-04-24 INTEREST 100% $1.00 $1.00 0.30% Interest Income

Return Distribution Analysis

Return Distribution
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