Trend Following Summary

--- Trend Following for ITOT as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2006-01-19   $1.00           2006-01-20   $1.00                   1.00x (Cash)
2006-01-20   $19.97          2008-07-02   $20.96                  1.05x
2008-07-02   $1.00           2009-11-11   $1.10                   1.10x (Cash)
2009-11-11   $18.50          2010-05-07   $19.20                  1.04x
2010-05-07   $1.00           2010-05-28   $1.04                   1.04x (Cash)
2010-05-28   $18.95          2016-06-03   $40.88                  2.16x
2016-06-03   $1.00           2016-09-22   $2.17                   2.17x (Cash)
2016-09-22   $42.74          2020-03-17   $49.59                  1.16x
2020-03-17   $1.00           2020-04-07   $1.16                   1.16x (Cash)
2020-04-07   $55.85          2022-11-01   $82.95                  1.49x
2022-11-01   $1.00           2023-11-08   $1.54                   1.54x (Cash)
2023-11-08   $93.17          2026-02-27   $150.13                 1.61x (open)
----------------------------------------------------------------------
Method CAGR                  10.39%
Buy & Hold CAGR              10.66%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Trend Following Summary

--- Trend Following for ITOT as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2006-01-18   $19.85          2006-07-26   $19.76                  1.00x
2006-07-26   $1.00           2006-09-08   $1.00                   1.00x (Cash)
2006-09-08   $20.29          2007-12-27   $23.84                  1.17x
2007-12-27   $1.00           2009-06-19   $1.24                   1.24x (Cash)
2009-06-19   $15.46          2010-05-07   $19.20                  1.24x
2010-05-07   $1.00           2010-05-28   $1.24                   1.24x (Cash)
2010-05-28   $18.95          2010-07-12   $18.44                  0.97x
2010-07-12   $1.00           2010-10-13   $0.98                   0.98x (Cash)
2010-10-13   $20.31          2011-08-18   $20.26                  1.00x
2011-08-18   $1.00           2011-12-06   $1.00                   1.00x (Cash)
2011-12-06   $22.22          2015-09-08   $37.51                  1.69x
2015-09-08   $1.00           2015-12-14   $1.70                   1.70x (Cash)
2015-12-14   $38.85          2016-01-14   $36.40                  0.94x
2016-01-14   $1.00           2016-04-25   $0.94                   0.94x (Cash)
2016-04-25   $40.40          2018-12-07   $54.76                  1.36x
2018-12-07   $1.00           2019-03-28   $1.37                   1.37x (Cash)
2019-03-28   $57.59          2020-03-17   $49.59                  0.86x
2020-03-17   $1.00           2020-07-08   $0.86                   0.86x (Cash)
2020-07-08   $65.41          2022-03-08   $88.55                  1.35x
2022-03-08   $1.00           2023-01-31   $1.39                   1.39x (Cash)
2023-01-31   $85.79          2025-04-16   $114.63                 1.34x
2025-04-16   $1.00           2025-07-02   $1.35                   1.35x (Cash)
2025-07-02   $134.17         2026-02-27   $150.13                 1.12x (open)
----------------------------------------------------------------------
Method CAGR                   9.38%
Buy & Hold CAGR              10.66%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Disclaimer

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