Trend Following Summary

--- Trend Following for IWB as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2002-05-22   $1.00           2004-01-22   $1.07                   1.07x (Cash)
2004-01-22   $42.12          2008-07-07   $51.32                  1.22x
2008-07-07   $1.00           2009-07-22   $1.26                   1.26x (Cash)
2009-07-22   $39.35          2010-05-07   $47.66                  1.21x
2010-05-07   $1.00           2010-05-28   $1.21                   1.21x (Cash)
2010-05-28   $46.91          2016-05-23   $98.05                  2.09x
2016-05-23   $1.00           2016-09-29   $2.10                   2.10x (Cash)
2016-09-29   $104.67         2020-03-17   $123.71                 1.18x
2020-03-17   $1.00           2020-04-07   $1.18                   1.18x (Cash)
2020-04-07   $139.67         2022-11-07   $199.49                 1.43x
2022-11-07   $1.00           2023-11-08   $1.48                   1.48x (Cash)
2023-11-08   $233.55         2026-02-27   $376.26                 1.61x (open)
----------------------------------------------------------------------
Method CAGR                  10.14%
Buy & Hold CAGR              10.21%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Trend Following Summary

--- Trend Following for IWB as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2002-05-21   $38.65          2002-05-29   $37.77                  0.98x
2002-05-29   $1.00           2003-05-12   $1.02                   1.02x (Cash)
2003-05-12   $33.25          2004-08-23   $40.49                  1.22x
2004-08-23   $1.00           2004-11-01   $1.23                   1.23x (Cash)
2004-11-01   $41.93          2006-07-25   $48.68                  1.16x
2006-07-25   $1.00           2006-09-06   $1.17                   1.17x (Cash)
2006-09-06   $50.78          2007-12-31   $58.62                  1.15x
2007-12-31   $1.00           2009-06-18   $1.21                   1.21x (Cash)
2009-06-18   $37.75          2010-05-07   $47.66                  1.26x
2010-05-07   $1.00           2010-05-28   $1.27                   1.27x (Cash)
2010-05-28   $46.91          2010-07-12   $45.70                  0.97x
2010-07-12   $1.00           2010-10-14   $0.98                   0.98x (Cash)
2010-10-14   $50.40          2011-08-18   $50.65                  1.01x
2011-08-18   $1.00           2012-01-27   $1.01                   1.01x (Cash)
2012-01-27   $57.63          2015-09-04   $91.78                  1.59x
2015-09-04   $1.00           2015-12-17   $1.60                   1.60x (Cash)
2015-12-17   $98.38          2016-01-12   $92.00                  0.94x
2016-01-12   $1.00           2016-04-25   $0.94                   0.94x (Cash)
2016-04-25   $99.51          2018-12-11   $133.61                 1.34x
2018-12-11   $1.00           2019-03-27   $1.35                   1.35x (Cash)
2019-03-27   $142.08         2020-03-17   $123.71                 0.87x
2020-03-17   $1.00           2020-07-07   $0.87                   0.87x (Cash)
2020-07-07   $163.35         2022-03-10   $222.36                 1.36x
2022-03-10   $1.00           2023-01-31   $1.40                   1.40x (Cash)
2023-01-31   $213.43         2025-04-17   $287.11                 1.35x
2025-04-17   $1.00           2025-07-01   $1.36                   1.36x (Cash)
2025-07-01   $336.86         2026-02-27   $376.26                 1.12x (open)
----------------------------------------------------------------------
Method CAGR                   9.51%
Buy & Hold CAGR              10.21%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Disclaimer

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