Trend Following Summary

--- Trend Following for IWD as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2002-05-30   $1.00           2003-03-24   $1.03                   1.03x (Cash)
2003-03-24   $26.50          2008-01-23   $46.70                  1.76x
2008-01-23   $1.00           2008-02-13   $1.77                   1.77x (Cash)
2008-02-13   $50.33          2008-05-29   $50.79                  1.01x
2008-05-29   $1.00           2010-04-13   $1.08                   1.08x (Cash)
2010-04-13   $44.45          2010-05-07   $41.64                  0.94x
2010-05-07   $1.00           2010-05-28   $0.94                   0.94x (Cash)
2010-05-28   $41.06          2016-02-24   $73.28                  1.78x
2016-02-24   $1.00           2016-12-09   $1.81                   1.81x (Cash)
2016-12-09   $92.70          2019-10-02   $110.35                 1.19x
2019-10-02   $1.00           2019-10-23   $1.19                   1.19x (Cash)
2019-10-23   $113.31         2020-03-13   $91.67                  0.81x
2020-03-13   $1.00           2020-04-03   $0.81                   0.81x (Cash)
2020-04-03   $86.22          2020-10-27   $109.07                 1.27x
2020-10-27   $1.00           2021-02-10   $1.27                   1.27x (Cash)
2021-02-10   $130.94         2022-12-09   $144.66                 1.10x
2022-12-09   $1.00           2023-04-04   $1.12                   1.12x (Cash)
2023-04-04   $145.36         2023-10-30   $138.45                 0.95x
2023-10-30   $1.00           2024-02-26   $0.97                   0.97x (Cash)
2024-02-26   $164.70         2026-02-27   $225.52                 1.37x (open)
----------------------------------------------------------------------
Method CAGR                   7.64%
Buy & Hold CAGR               8.31%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Trend Following Summary

--- Trend Following for IWD as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2002-05-29   $32.60          2002-07-10   $29.60                  0.91x
2002-07-10   $1.00           2003-03-24   $0.93                   0.93x (Cash)
2003-03-24   $26.50          2007-09-24   $56.89                  2.15x
2007-09-24   $1.00           2007-10-17   $2.15                   2.15x (Cash)
2007-10-17   $57.44          2007-11-26   $52.47                  0.91x
2007-11-26   $1.00           2009-07-01   $0.96                   0.96x (Cash)
2009-07-01   $32.99          2010-05-07   $41.64                  1.26x
2010-05-07   $1.00           2010-05-28   $1.26                   1.26x (Cash)
2010-05-28   $41.06          2010-07-13   $40.47                  0.99x
2010-07-13   $1.00           2010-10-21   $0.99                   0.99x (Cash)
2010-10-21   $43.53          2011-08-15   $43.44                  1.00x
2011-08-15   $1.00           2012-02-01   $1.01                   1.01x (Cash)
2012-02-01   $48.82          2015-08-25   $74.47                  1.53x
2015-08-25   $1.00           2015-10-08   $1.53                   1.53x (Cash)
2015-10-08   $77.82          2016-01-11   $74.32                  0.96x
2016-01-11   $1.00           2016-04-25   $0.96                   0.96x (Cash)
2016-04-25   $81.86          2018-12-11   $102.04                 1.25x
2018-12-11   $1.00           2019-03-26   $1.26                   1.26x (Cash)
2019-03-26   $106.29         2020-03-13   $91.67                  0.86x
2020-03-13   $1.00           2020-09-14   $0.87                   0.87x (Cash)
2020-09-14   $108.23         2022-05-17   $145.18                 1.34x
2022-05-17   $1.00           2022-12-30   $1.37                   1.37x (Cash)
2022-12-30   $142.55         2023-10-27   $139.53                 0.98x
2023-10-27   $1.00           2023-12-20   $0.99                   0.99x (Cash)
2023-12-20   $158.34         2025-04-23   $177.55                 1.12x
2025-04-23   $1.00           2025-07-07   $1.13                   1.13x (Cash)
2025-07-07   $195.11         2026-02-27   $225.52                 1.16x (open)
----------------------------------------------------------------------
Method CAGR                   8.30%
Buy & Hold CAGR               8.31%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Disclaimer

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