Trend Following Summary

--- Trend Following for IVV as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2002-05-22   $1.00           2003-03-21   $1.03                   1.03x (Cash)
2003-03-21   $58.19          2008-07-03   $92.01                  1.58x
2008-07-03   $1.00           2009-07-22   $1.64                   1.64x (Cash)
2009-07-22   $70.67          2015-08-25   $164.32                 2.33x
2015-08-25   $1.00           2015-09-16   $2.33                   2.33x (Cash)
2015-09-16   $167.17         2016-06-07   $180.01                 1.08x
2016-06-07   $1.00           2016-09-15   $1.08                   1.08x (Cash)
2016-09-15   $182.13         2020-03-17   $224.50                 1.23x
2020-03-17   $1.00           2020-04-07   $1.23                   1.23x (Cash)
2020-04-07   $252.81         2022-11-22   $380.22                 1.50x
2022-11-22   $1.00           2023-11-08   $1.56                   1.56x (Cash)
2023-11-08   $426.36         2026-02-27   $689.38                 1.62x (open)
----------------------------------------------------------------------
Method CAGR                  11.60%
Buy & Hold CAGR              10.19%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Trend Following Summary

--- Trend Following for IVV as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2002-05-22   $1.00           2003-03-21   $1.03                   1.03x (Cash)
2003-03-21   $58.19          2004-08-27   $73.74                  1.27x
2004-08-27   $1.00           2004-10-29   $1.28                   1.28x (Cash)
2004-10-29   $76.18          2006-07-26   $88.23                  1.16x
2006-07-26   $1.00           2006-08-30   $1.16                   1.16x (Cash)
2006-08-30   $91.21          2007-12-31   $105.45                 1.16x
2007-12-31   $1.00           2009-06-19   $1.22                   1.22x (Cash)
2009-06-19   $68.83          2010-07-08   $81.11                  1.18x
2010-07-08   $1.00           2010-10-14   $1.19                   1.19x (Cash)
2010-10-14   $89.79          2011-08-18   $90.09                  1.00x
2011-08-18   $1.00           2012-01-24   $1.01                   1.01x (Cash)
2012-01-24   $102.33         2015-08-25   $164.32                 1.61x
2015-08-25   $1.00           2015-12-10   $1.62                   1.62x (Cash)
2015-12-10   $173.73         2016-01-19   $161.51                 0.93x
2016-01-19   $1.00           2016-04-22   $0.93                   0.93x (Cash)
2016-04-22   $177.45         2018-12-13   $238.35                 1.34x
2018-12-13   $1.00           2019-03-27   $1.35                   1.35x (Cash)
2019-03-27   $254.02         2020-03-17   $224.50                 0.88x
2020-03-17   $1.00           2020-07-07   $0.89                   0.89x (Cash)
2020-07-07   $292.17         2022-03-17   $410.86                 1.41x
2022-03-17   $1.00           2023-01-27   $1.45                   1.45x (Cash)
2023-01-27   $388.72         2025-04-17   $524.94                 1.35x
2025-04-17   $1.00           2025-06-30   $1.36                   1.36x (Cash)
2025-06-30   $616.26         2026-02-27   $689.38                 1.12x (open)
----------------------------------------------------------------------
Method CAGR                   9.75%
Buy & Hold CAGR              10.19%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Disclaimer

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