ISRG
Intuitive Surgical Inc
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
ISRG Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | -8.84% | -11.87% | 2.97% | 9.54% | 16.65% | 20.63% | 12.12% | 26.73% |
| Sharpe Ratio | -0.33 | -0.44 | 0.11 | 0.28 | 0.58 | 0.58 | 0.38 | 0.57 |
| Max Drawdown | -23.86% | -24.09% | -42.27% | -49.90% | -42.27% | -49.90% | -67.64% | -75.89% |
| % Time Invested | 86.5% | 100.0% | 69.8% | 100.0% | 79.8% | 100.0% | 69.4% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 2.0 | 0.0 | 1.8 | 0.0 | 2.5 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-02-24 | Open | Open | 100% | $489.69 | $453.83 | -7.32% | Mark-to-Market |
| 2026-01-30 | 2026-02-24 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-08-25 | 2026-01-30 | Completed | 100% | $475.25 | $506.70 | 6.62% | Stop |
| 2025-08-01 | 2025-08-25 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-05-01 | 2025-08-01 | Completed | 100% | $518.12 | $475.46 | -8.23% | Stop |
| 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 |
| 2023-11-14 | 2025-03-10 | Completed | 100% | $288.37 | $503.91 | 74.74% | Stop |
| 2023-10-23 | 2023-11-14 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2023-09-13 | 2023-10-23 | Completed | 100% | $301.05 | $268.50 | -10.81% | Stop |
| 2023-06-07 | 2023-09-13 | Interest | 100% | $1.00 | $1.01 | 1.05% | Interest Income |
| 2023-06-05 | 2023-06-07 | Completed | 100% | $311.85 | $314.67 | 0.90% | Signal |
| 2022-11-03 | 2023-06-05 | Interest | 100% | $1.00 | $1.02 | 2.08% | Interest Income |
| 2022-10-26 | 2022-11-03 | Completed | 100% | $237.75 | $233.01 | -1.99% | Signal |
| 2022-08-31 | 2022-10-26 | Interest | 100% | $1.00 | $1.01 | 0.56% | Interest Income |
| 2022-07-08 | 2022-08-31 | Completed | 100% | $206.05 | $208.51 | 1.19% | Stop |
| 2022-06-14 | 2022-07-08 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2022-05-17 | 2022-06-14 | Completed | 100% | $223.52 | $194.63 | -12.93% | Stop |
| 2022-04-25 | 2022-05-17 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-09 | 2022-04-25 | Completed | 100% | $287.11 | $250.29 | -12.82% | Stop |
| 2022-01-18 | 2022-02-09 | Interest | 100% | $1.00 | $1.00 | 0.12% | 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 |
| 2020-03-24 | 2020-09-21 | Completed | 100% | $132.97 | $216.03 | 62.46% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-05-15 | 2020-03-02 | Completed | 100% | $161.80 | $178.65 | 10.41% | Stop |
| 2019-04-23 | 2019-05-15 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2019-01-15 | 2019-04-23 | Completed | 100% | $167.71 | $165.33 | -1.42% | Stop |
| 2018-12-20 | 2019-01-15 | Interest | 100% | $1.00 | $1.00 | 0.17% | 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 |
| 2017-01-03 | 2018-02-09 | Completed | 100% | $70.66 | $128.98 | 82.53% | Stop |
| 2016-12-08 | 2017-01-03 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2015-10-21 | 2016-12-08 | Completed | 100% | $57.66 | $68.66 | 19.08% | Stop |
| 2015-09-29 | 2015-10-21 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2015-01-05 | 2015-09-29 | Completed | 100% | $58.09 | $51.79 | -10.85% | Stop |
| 2014-06-19 | 2015-01-05 | Interest | 100% | $1.00 | $1.01 | 1.30% | Interest Income |
| 2014-06-17 | 2014-06-19 | Completed | 100% | $45.64 | $45.12 | -1.16% | Signal |
| 2014-04-07 | 2014-06-17 | Interest | 100% | $1.00 | $1.01 | 0.50% | Interest Income |
| 2014-04-03 | 2014-04-07 | Completed | 100% | $57.72 | $56.11 | -2.79% | Signal |
| 2013-11-19 | 2014-04-03 | Interest | 100% | $1.00 | $1.01 | 1.01% | Interest Income |
| 2013-11-15 | 2013-11-19 | Completed | 100% | $43.72 | $43.71 | -0.04% | Signal |
| 2013-09-19 | 2013-11-15 | Interest | 100% | $1.00 | $1.00 | 0.43% | Interest Income |
| 2013-08-01 | 2013-09-19 | Completed | 100% | $43.23 | $41.40 | -4.23% | Signal |
| 2013-07-10 | 2013-08-01 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2013-03-25 | 2013-07-10 | Completed | 100% | $54.45 | $46.39 | -14.79% | Stop |
| 2013-03-01 | 2013-03-25 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2012-08-15 | 2013-03-01 | Completed | 100% | $56.39 | $61.44 | 8.97% | Stop |
| 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 |
| 2010-11-12 | 2011-08-08 | Completed | 100% | $30.24 | $38.68 | 27.93% | Stop |
| 2010-10-21 | 2010-11-12 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2010-09-15 | 2010-10-21 | Completed | 100% | $31.27 | $29.16 | -6.73% | Stop |
| 2010-08-23 | 2010-09-15 | Interest | 100% | $1.00 | $1.00 | 0.16% | 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 |
| 2010-01-26 | 2010-05-07 | Completed | 100% | $37.18 | $37.33 | 0.40% | Stop |
| 2009-04-17 | 2010-01-26 | Interest | 100% | $1.00 | $1.03 | 2.69% | Interest Income |
| 2009-03-24 | 2009-04-17 | Completed | 100% | $10.58 | $12.99 | 22.75% | Signal |
| 2009-03-02 | 2009-03-24 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2009-02-18 | 2009-03-02 | Completed | 100% | $12.06 | $9.94 | -17.59% | Stop |
| 2009-01-26 | 2009-02-18 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2009-01-16 | 2009-01-26 | Completed | 100% | $11.41 | $10.53 | -7.69% | Stop |
| 2008-12-23 | 2009-01-16 | Interest | 100% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2008-12-02 | 2008-12-23 | Completed | 100% | $13.45 | $13.36 | -0.71% | Stop |
| 2008-11-07 | 2008-12-02 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2008-10-29 | 2008-11-07 | Completed | 100% | $18.49 | $19.78 | 6.97% | Stop |
| 2008-10-07 | 2008-10-29 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2008-09-30 | 2008-10-07 | Completed | 100% | $28.46 | $22.28 | -21.71% | Stop |
| 2008-09-08 | 2008-09-30 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2008-07-25 | 2008-09-08 | Completed | 100% | $35.51 | $31.00 | -12.70% | Stop |
| 2008-07-02 | 2008-07-25 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-05-13 | 2008-07-02 | Completed | 100% | $32.40 | $29.03 | -10.41% | Stop |
| 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 |
| 2007-02-02 | 2007-11-12 | Completed | 100% | $12.78 | $30.67 | 140.05% | Stop |
| 2007-01-10 | 2007-02-02 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2006-12-07 | 2007-01-10 | Completed | 100% | $11.60 | $9.89 | -14.78% | Stop |
| 2006-11-14 | 2006-12-07 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2006-08-21 | 2006-11-14 | Completed | 100% | $10.71 | $10.59 | -1.07% | Stop |
| 2006-07-28 | 2006-08-21 | Interest | 100% | $1.00 | $1.00 | 0.31% | 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 |
| 2004-05-06 | 2004-07-28 | Completed | 100% | $1.81 | $2.41 | 33.60% | Stop |
| 2004-04-14 | 2004-05-06 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2004-02-26 | 2004-04-14 | Completed | 100% | $1.95 | $1.79 | -8.33% | Stop |
| 2003-02-03 | 2004-02-26 | Interest | 100% | $1.00 | $1.04 | 4.29% | Interest Income |
| 2003-01-14 | 2003-02-03 | Completed | 100% | $1.34 | $1.44 | 8.15% | Signal |
| 2002-12-19 | 2003-01-14 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2002-11-01 | 2002-12-19 | Completed | 100% | $1.45 | $1.34 | -7.07% | Stop |
| 2002-10-10 | 2002-11-01 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2002-09-06 | 2002-10-10 | Completed | 100% | $1.70 | $1.56 | -8.50% | Stop |
| 2002-09-04 | 2002-09-06 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
