Trend Following Summary

--- Trend Following for IWF as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2002-05-30   $1.00           2004-01-27   $1.07                   1.07x (Cash)
2004-01-27   $38.33          2005-06-22   $39.09                  1.02x
2005-06-22   $1.00           2005-08-11   $1.03                   1.03x (Cash)
2005-08-11   $39.92          2008-08-26   $44.57                  1.12x
2008-08-26   $1.00           2009-07-21   $1.15                   1.15x (Cash)
2009-07-21   $35.66          2010-05-07   $41.99                  1.18x
2010-05-07   $1.00           2010-05-28   $1.18                   1.18x (Cash)
2010-05-28   $41.30          2020-03-17   $135.01                 3.27x
2020-03-17   $1.00           2020-04-07   $3.27                   3.27x (Cash)
2020-04-07   $154.76         2022-06-14   $210.21                 1.36x
2022-06-14   $1.00           2022-07-07   $1.36                   1.36x (Cash)
2022-07-07   $220.62         2022-10-21   $208.25                 0.94x
2022-10-21   $1.00           2023-01-18   $0.95                   0.95x (Cash)
2023-01-18   $221.58         2026-02-27   $450.19                 2.03x (open)
----------------------------------------------------------------------
Method CAGR                  11.72%
Buy & Hold CAGR              11.84%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Trend Following Summary

--- Trend Following for IWF 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   $30.26          2004-08-09   $34.25                  1.13x
2004-08-09   $1.00           2004-12-06   $1.15                   1.15x (Cash)
2004-12-06   $38.32          2006-06-30   $40.64                  1.06x
2006-06-30   $1.00           2006-10-13   $1.08                   1.08x (Cash)
2006-10-13   $43.03          2008-01-25   $45.42                  1.06x
2008-01-25   $1.00           2009-06-10   $1.11                   1.11x (Cash)
2009-06-10   $35.08          2010-05-07   $41.99                  1.20x
2010-05-07   $1.00           2010-05-28   $1.20                   1.20x (Cash)
2010-05-28   $41.30          2010-07-08   $40.06                  0.97x
2010-07-08   $1.00           2010-09-17   $0.98                   0.98x (Cash)
2010-09-17   $42.75          2011-08-24   $46.29                  1.08x
2011-08-24   $1.00           2012-01-25   $1.09                   1.09x (Cash)
2012-01-25   $52.52          2015-09-29   $83.56                  1.59x
2015-09-29   $1.00           2015-12-08   $1.60                   1.60x (Cash)
2015-12-08   $91.94          2016-01-22   $84.67                  0.92x
2016-01-22   $1.00           2016-04-25   $0.93                   0.93x (Cash)
2016-04-25   $92.12          2018-12-10   $129.45                 1.41x
2018-12-10   $1.00           2019-03-27   $1.42                   1.42x (Cash)
2019-03-27   $143.32         2020-03-17   $135.01                 0.94x
2020-03-17   $1.00           2020-04-07   $0.94                   0.94x (Cash)
2020-04-07   $154.76         2020-04-15   $157.87                 1.02x
2020-04-15   $1.00           2020-06-03   $1.02                   1.02x (Cash)
2020-06-03   $180.91         2022-03-03   $262.66                 1.45x
2022-03-03   $1.00           2023-01-18   $1.49                   1.49x (Cash)
2023-01-18   $221.58         2025-04-15   $351.55                 1.59x
2025-04-15   $1.00           2025-06-27   $1.60                   1.60x (Cash)
2025-06-27   $419.72         2026-02-27   $450.19                 1.07x (open)
----------------------------------------------------------------------
Method CAGR                  10.24%
Buy & Hold CAGR              11.84%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

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