Trend Following Summary

--- Trend Following for IVW as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2002-05-30   $1.00           2004-02-04   $1.07                   1.07x (Cash)
2004-02-04   $10.71          2008-01-23   $11.97                  1.12x
2008-01-23   $1.00           2008-02-13   $1.12                   1.12x (Cash)
2008-02-13   $12.71          2008-07-30   $12.48                  0.98x
2008-07-30   $1.00           2009-07-22   $1.01                   1.01x (Cash)
2009-07-22   $10.11          2010-05-07   $11.80                  1.17x
2010-05-07   $1.00           2010-05-28   $1.17                   1.17x (Cash)
2010-05-28   $11.60          2020-03-19   $36.18                  3.12x
2020-03-19   $1.00           2020-04-09   $3.12                   3.12x (Cash)
2020-04-09   $42.51          2022-06-14   $57.86                  1.36x
2022-06-14   $1.00           2022-07-07   $1.36                   1.36x (Cash)
2022-07-07   $60.72          2022-11-04   $56.53                  0.93x
2022-11-04   $1.00           2023-11-08   $0.97                   0.97x (Cash)
2023-11-08   $69.26          2026-02-27   $119.56                 1.73x (open)
----------------------------------------------------------------------
Method CAGR                  10.51%
Buy & Hold CAGR              11.36%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Trend Following Summary

--- Trend Following for IVW as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2002-05-30   $1.00           2003-05-08   $1.04                   1.04x (Cash)
2003-05-08   $8.86           2004-08-13   $9.93                   1.12x
2004-08-13   $1.00           2004-12-01   $1.13                   1.13x (Cash)
2004-12-01   $10.79          2006-06-22   $11.30                  1.05x
2006-06-22   $1.00           2006-09-19   $1.06                   1.06x (Cash)
2006-09-19   $11.98          2008-01-22   $11.92                  0.99x
2008-01-22   $1.00           2008-06-25   $1.01                   1.01x (Cash)
2008-06-25   $13.10          2008-07-02   $12.88                  0.98x
2008-07-02   $1.00           2009-06-12   $1.01                   1.01x (Cash)
2009-06-12   $9.95           2010-05-07   $11.80                  1.19x
2010-05-07   $1.00           2010-05-28   $1.19                   1.19x (Cash)
2010-05-28   $11.60          2010-07-06   $11.01                  0.95x
2010-07-06   $1.00           2010-09-17   $0.95                   0.95x (Cash)
2010-09-17   $12.10          2011-09-02   $13.42                  1.11x
2011-09-02   $1.00           2011-12-23   $1.12                   1.12x (Cash)
2011-12-23   $14.26          2015-09-28   $24.29                  1.70x
2015-09-28   $1.00           2015-11-30   $1.71                   1.71x (Cash)
2015-11-30   $26.76          2016-02-01   $24.65                  0.92x
2016-02-01   $1.00           2016-04-25   $0.93                   0.93x (Cash)
2016-04-25   $26.29          2018-12-13   $37.69                  1.43x
2018-12-13   $1.00           2019-03-28   $1.44                   1.44x (Cash)
2019-03-28   $40.33          2020-03-19   $36.18                  0.90x
2020-03-19   $1.00           2020-06-03   $0.90                   0.90x (Cash)
2020-06-03   $48.79          2022-03-09   $68.45                  1.40x
2022-03-09   $1.00           2023-04-10   $1.45                   1.45x (Cash)
2023-04-10   $62.59          2025-04-17   $88.84                  1.42x
2025-04-17   $1.00           2025-06-20   $1.43                   1.43x (Cash)
2025-06-20   $105.59         2026-02-27   $119.56                 1.13x (open)
----------------------------------------------------------------------
Method CAGR                   9.31%
Buy & Hold CAGR              11.36%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

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