Trend Following Summary

--- Trend Following for IUSV as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2002-08-07   $1.00           2003-03-24   $1.02                   1.02x (Cash)
2003-03-24   $11.42          2008-05-22   $22.10                  1.94x
2008-05-22   $1.00           2009-08-27   $2.02                   2.02x (Cash)
2009-08-27   $16.36          2010-05-07   $18.19                  1.11x
2010-05-07   $1.00           2010-05-28   $1.11                   1.11x (Cash)
2010-05-28   $18.00          2015-08-25   $32.26                  1.79x
2015-08-25   $1.00           2015-09-16   $1.79                   1.79x (Cash)
2015-09-16   $33.23          2016-02-23   $32.25                  0.97x
2016-02-23   $1.00           2016-12-09   $0.98                   0.98x (Cash)
2016-12-09   $40.55          2020-03-13   $42.04                  1.04x
2020-03-13   $1.00           2020-04-03   $1.04                   1.04x (Cash)
2020-04-03   $39.79          2020-12-29   $55.87                  1.40x
2020-12-29   $1.00           2021-02-10   $1.41                   1.41x (Cash)
2021-02-10   $58.79          2022-12-29   $66.10                  1.12x
2022-12-29   $1.00           2023-04-04   $1.13                   1.13x (Cash)
2023-04-04   $70.01          2026-02-27   $107.58                 1.54x (open)
----------------------------------------------------------------------
Method CAGR                  10.33%
Buy & Hold CAGR               9.96%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Trend Following Summary

--- Trend Following for IUSV as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2002-08-07   $1.00           2003-03-24   $1.02                   1.02x (Cash)
2003-03-24   $11.42          2007-09-18   $23.95                  2.10x
2007-09-18   $1.00           2007-10-26   $2.11                   2.11x (Cash)
2007-10-26   $24.09          2007-11-15   $23.27                  0.97x
2007-11-15   $1.00           2009-07-01   $1.02                   1.02x (Cash)
2009-07-01   $14.31          2010-05-07   $18.19                  1.27x
2010-05-07   $1.00           2010-05-28   $1.27                   1.27x (Cash)
2010-05-28   $18.00          2010-07-14   $17.70                  0.98x
2010-07-14   $1.00           2010-10-22   $0.99                   0.99x (Cash)
2010-10-22   $18.93          2011-08-15   $18.91                  1.00x
2011-08-15   $1.00           2012-02-01   $1.01                   1.01x (Cash)
2012-02-01   $21.27          2015-08-25   $32.26                  1.52x
2015-08-25   $1.00           2015-10-08   $1.52                   1.52x (Cash)
2015-10-08   $33.75          2016-01-11   $32.12                  0.95x
2016-01-11   $1.00           2016-04-25   $0.96                   0.96x (Cash)
2016-04-25   $35.42          2018-12-12   $44.70                  1.26x
2018-12-12   $1.00           2019-03-25   $1.27                   1.27x (Cash)
2019-03-25   $46.63          2020-03-13   $42.04                  0.90x
2020-03-13   $1.00           2020-06-09   $0.90                   0.90x (Cash)
2020-06-09   $50.46          2020-06-12   $47.30                  0.94x
2020-06-12   $1.00           2020-09-15   $0.94                   0.94x (Cash)
2020-09-15   $49.81          2022-06-09   $67.15                  1.35x
2022-06-09   $1.00           2022-12-22   $1.37                   1.37x (Cash)
2022-12-22   $66.06          2025-04-10   $84.92                  1.29x
2025-04-10   $1.00           2025-07-21   $1.30                   1.30x (Cash)
2025-07-21   $94.80          2026-02-27   $107.58                 1.13x (open)
----------------------------------------------------------------------
Method CAGR                   9.63%
Buy & Hold CAGR               9.96%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

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