Trend Following Summary

--- Trend Following for IWM as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2002-05-30   $1.00           2003-06-02   $1.04                   1.04x (Cash)
2003-06-02   $32.87          2008-04-23   $55.24                  1.68x
2008-04-23   $1.00           2009-09-15   $1.76                   1.76x (Cash)
2009-09-15   $47.96          2009-10-29   $45.92                  0.96x
2009-10-29   $1.00           2010-02-19   $0.97                   0.97x (Cash)
2010-02-19   $50.46          2011-10-05   $53.25                  1.06x
2011-10-05   $1.00           2011-10-26   $1.06                   1.06x (Cash)
2011-10-26   $59.68          2012-07-16   $66.29                  1.11x
2012-07-16   $1.00           2012-09-24   $1.11                   1.11x (Cash)
2012-09-24   $70.96          2016-03-23   $95.63                  1.35x
2016-03-23   $1.00           2016-11-15   $1.36                   1.36x (Cash)
2016-11-15   $114.46         2019-07-31   $145.24                 1.27x
2019-07-31   $1.00           2019-12-26   $1.28                   1.28x (Cash)
2019-12-26   $154.68         2020-02-26   $145.61                 0.94x
2020-02-26   $1.00           2021-02-05   $0.95                   0.95x (Cash)
2021-02-05   $207.77         2022-05-13   $166.49                 0.80x
2022-05-13   $1.00           2022-06-06   $0.80                   0.80x (Cash)
2022-06-06   $180.05         2022-09-09   $176.75                 0.98x
2022-09-09   $1.00           2022-11-01   $0.99                   0.99x (Cash)
2022-11-01   $177.57         2022-11-10   $174.32                 0.98x
2022-11-10   $1.00           2024-04-03   $1.04                   1.04x (Cash)
2024-04-03   $199.28         2026-02-27   $261.41                 1.31x (open)
----------------------------------------------------------------------
Method CAGR                   5.55%
Buy & Hold CAGR               8.65%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Trend Following Summary

--- Trend Following for IWM as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2002-05-29   $35.79          2002-07-17   $30.42                  0.85x
2002-07-17   $1.00           2003-05-13   $0.88                   0.88x (Cash)
2003-05-13   $30.88          2004-08-10   $38.88                  1.26x
2004-08-10   $1.00           2004-11-01   $1.27                   1.27x (Cash)
2004-11-01   $43.87          2005-06-01   $46.54                  1.06x
2005-06-01   $1.00           2005-06-29   $1.06                   1.06x (Cash)
2005-06-29   $48.57          2006-07-25   $52.81                  1.09x
2006-07-25   $1.00           2006-10-19   $1.10                   1.10x (Cash)
2006-10-19   $58.40          2007-09-12   $60.38                  1.03x
2007-09-12   $1.00           2008-09-16   $1.08                   1.08x (Cash)
2008-09-16   $53.30          2008-10-10   $37.55                  0.70x
2008-10-10   $1.00           2009-06-19   $0.72                   0.72x (Cash)
2009-06-19   $41.19          2010-08-11   $51.23                  1.24x
2010-08-11   $1.00           2010-10-25   $1.25                   1.25x (Cash)
2010-10-25   $57.45          2011-08-16   $57.80                  1.01x
2011-08-16   $1.00           2012-02-08   $1.02                   1.02x (Cash)
2012-02-08   $68.39          2014-10-02   $92.98                  1.36x
2014-10-02   $1.00           2014-12-17   $1.37                   1.37x (Cash)
2014-12-17   $98.02          2015-09-08   $99.91                  1.02x
2015-09-08   $1.00           2016-05-23   $1.03                   1.03x (Cash)
2016-05-23   $97.60          2018-11-16   $137.33                 1.41x
2018-11-16   $1.00           2019-02-20   $1.42                   1.42x (Cash)
2019-02-20   $143.32         2019-10-09   $136.29                 0.95x
2019-10-09   $1.00           2019-11-07   $0.95                   0.95x (Cash)
2019-11-07   $147.56         2020-03-13   $109.69                 0.74x
2020-03-13   $1.00           2020-08-12   $0.75                   0.75x (Cash)
2020-08-12   $148.18         2022-01-21   $189.63                 1.28x
2022-01-21   $1.00           2022-11-01   $1.31                   1.31x (Cash)
2022-11-01   $177.57         2022-11-10   $174.32                 0.98x
2022-11-10   $1.00           2023-01-23   $0.99                   0.99x (Cash)
2023-01-23   $178.58         2023-04-27   $166.28                 0.93x
2023-04-27   $1.00           2023-07-05   $0.94                   0.94x (Cash)
2023-07-05   $181.38         2023-10-17   $167.44                 0.92x
2023-10-17   $1.00           2024-01-02   $0.93                   0.93x (Cash)
2024-01-02   $194.89         2025-03-25   $206.83                 1.06x
2025-03-25   $1.00           2025-08-05   $1.08                   1.08x (Cash)
2025-08-05   $219.20         2026-02-27   $261.41                 1.19x (open)
----------------------------------------------------------------------
Method CAGR                   4.07%
Buy & Hold CAGR               8.65%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Disclaimer

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