Moving Average (50/200)
IWP
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-09
Trading Style:
Methodology:

IWP Quality Metrics & KPI Summary

MetricStrategyBuy & HoldDescription
CAGR 9.74% 9.76% Compound Annual Growth Rate. Measures the mean annual growth rate of an investment over a specified period of time longer than one year.
Sharpe Ratio 0.68 0.43 A measure of risk-adjusted return. Higher indicates better return per unit of volatility.
Max Drawdown -22.88% -56.92% The maximum loss from a peak to a trough of a portfolio, before a new peak is attained.
% Time Invested 73.1% 100.0% The percentage of total simulation time where the strategy held a long position in the asset.
Trades / Year 0.9 0.0 The average number of trade executions per calendar year. Low turnover reduces slippage and tax drag.

Trade History

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
2025-06-18 2026-02-19 COMPLETED 100% $133.90 $135.41 1.13% Signal
2025-04-08 2025-06-18 INTEREST 100% $1.00 $1.01 0.84% Interest Income
2025-04-01 2025-04-08 COMPLETED 100% $116.93 $109.96 -5.97% Stop
2025-03-10 2025-04-01 INTEREST 100% $1.00 $1.00 0.27% Interest Income
2023-12-12 2025-03-10 COMPLETED 100% $98.81 $118.71 20.14% Stop
2023-11-02 2023-12-12 INTEREST 100% $1.00 $1.00 0.46% Interest Income
2023-01-18 2023-11-02 COMPLETED 100% $87.62 $87.18 -0.51% Signal
2022-01-11 2023-01-18 INTEREST 100% $1.00 $1.03 3.05% Interest Income
2021-03-30 2022-01-11 COMPLETED 100% $97.59 $104.19 6.77% Stop
2021-03-08 2021-03-30 INTEREST 100% $1.00 $1.00 0.10% Interest Income
2020-06-29 2021-03-08 COMPLETED 100% $75.60 $96.73 27.94% Stop
2020-06-05 2020-06-29 INTEREST 100% $1.00 $1.00 0.05% Interest Income
2020-06-03 2020-06-05 COMPLETED 100% $77.10 $78.12 1.33% Signal
2020-03-30 2020-06-03 INTEREST 100% $1.00 $1.00 0.12% Interest Income
2020-03-24 2020-03-30 COMPLETED 100% $53.32 $59.02 10.70% Signal
2020-03-02 2020-03-24 INTEREST 100% $1.00 $1.00 0.06% Interest Income
2019-03-18 2020-03-02 COMPLETED 100% $64.93 $70.05 7.89% Stop
2018-11-26 2019-03-18 INTEREST 100% $1.00 $1.01 0.81% Interest Income
2018-11-20 2018-11-26 COMPLETED 100% $56.52 $58.21 2.99% Signal
2018-10-29 2018-11-20 INTEREST 100% $1.00 $1.00 0.20% Interest Income
2016-05-06 2018-10-29 COMPLETED 100% $42.57 $57.78 35.72% Stop
2015-08-25 2016-05-06 INTEREST 100% $1.00 $1.01 1.42% Interest Income
2012-08-17 2015-08-25 COMPLETED 100% $27.69 $42.76 54.41% Stop
2012-07-26 2012-08-17 INTEREST 100% $1.00 $1.00 0.10% Interest Income
2012-02-10 2012-07-26 COMPLETED 100% $27.34 $26.43 -3.32% Signal
2011-08-05 2012-02-10 INTEREST 100% $1.00 $1.01 1.05% Interest Income
2010-09-17 2011-08-05 COMPLETED 100% $21.64 $24.53 13.39% Stop
2010-08-16 2010-09-17 INTEREST 100% $1.00 $1.00 0.24% Interest Income
2010-06-01 2010-08-16 COMPLETED 100% $20.45 $19.97 -2.35% Signal
2010-05-07 2010-06-01 INTEREST 100% $1.00 $1.00 0.21% Interest Income
2009-06-08 2010-05-07 COMPLETED 100% $16.25 $20.84 28.24% Stop
2008-07-24 2009-06-08 INTEREST 100% $1.00 $1.03 2.79% Interest Income
2008-06-11 2008-07-24 COMPLETED 100% $24.16 $22.24 -7.94% Signal
2008-01-10 2008-06-11 INTEREST 100% $1.00 $1.02 1.53% Interest Income
2006-10-31 2008-01-10 COMPLETED 100% $21.64 $22.83 5.53% Signal
2006-07-18 2006-10-31 INTEREST 100% $1.00 $1.01 1.39% Interest Income
2004-11-12 2006-07-18 COMPLETED 100% $16.92 $19.42 14.79% Signal
2004-08-10 2004-11-12 INTEREST 100% $1.00 $1.01 1.09% Interest Income
2003-04-24 2004-08-10 COMPLETED 100% $11.53 $14.68 27.35% Signal
2002-06-06 2003-04-24 INTEREST 100% $1.00 $1.04 3.62% Interest Income
2002-05-24 2002-06-06 COMPLETED 100% $13.92 $13.29 -4.52% Signal
2002-05-22 2002-05-24 INTEREST 100% $1.00 $1.00 0.02% Interest Income

Return Distribution Analysis

Return Distribution
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