Trend Following Summary

--- Trend Following for IWR as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2003-08-28   $1.00           2003-09-05   $1.00                   1.00x (Cash)
2003-09-05   $10.80          2008-01-23   $16.59                  1.54x
2008-01-23   $1.00           2008-02-13   $1.54                   1.54x (Cash)
2008-02-13   $18.40          2008-06-30   $18.14                  0.99x
2008-06-30   $1.00           2009-09-15   $1.03                   1.03x (Cash)
2009-09-15   $15.10          2010-05-07   $17.04                  1.13x
2010-05-07   $1.00           2010-05-28   $1.13                   1.13x (Cash)
2010-05-28   $16.99          2016-04-12   $34.80                  2.05x
2016-04-12   $1.00           2016-11-15   $2.07                   2.07x (Cash)
2016-11-15   $37.95          2020-03-13   $42.09                  1.11x
2020-03-13   $1.00           2020-04-03   $1.11                   1.11x (Cash)
2020-04-03   $38.28          2022-10-17   $60.37                  1.58x
2022-10-17   $1.00           2024-02-14   $1.66                   1.66x (Cash)
2024-02-14   $76.23          2026-02-27   $102.99                 1.35x (open)
----------------------------------------------------------------------
Method CAGR                  10.19%
Buy & Hold CAGR              10.48%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Trend Following Summary

--- Trend Following for IWR as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2003-08-27   $10.42          2004-09-02   $12.33                  1.18x
2004-09-02   $1.00           2004-10-18   $1.19                   1.19x (Cash)
2004-10-18   $12.58          2006-07-28   $16.44                  1.31x
2006-07-28   $1.00           2006-09-06   $1.31                   1.31x (Cash)
2006-09-06   $16.99          2007-09-27   $20.32                  1.20x
2007-09-27   $1.00           2007-10-18   $1.20                   1.20x (Cash)
2007-10-18   $20.52          2007-12-12   $20.21                  0.98x
2007-12-12   $1.00           2008-06-18   $1.00                   1.00x (Cash)
2008-06-18   $19.15          2008-07-15   $16.92                  0.88x
2008-07-15   $1.00           2009-06-12   $0.91                   0.91x (Cash)
2009-06-12   $12.95          2010-05-07   $17.04                  1.32x
2010-05-07   $1.00           2010-05-28   $1.32                   1.32x (Cash)
2010-05-28   $16.99          2010-08-26   $16.27                  0.96x
2010-08-26   $1.00           2010-09-17   $0.96                   0.96x (Cash)
2010-09-17   $17.50          2011-08-19   $17.72                  1.01x
2011-08-19   $1.00           2012-02-09   $1.02                   1.02x (Cash)
2012-02-09   $21.84          2015-08-31   $34.61                  1.58x
2015-08-31   $1.00           2016-04-28   $1.61                   1.61x (Cash)
2016-04-28   $35.87          2018-11-21   $44.94                  1.25x
2018-11-21   $1.00           2019-03-25   $1.26                   1.26x (Cash)
2019-03-25   $48.07          2020-03-13   $42.09                  0.88x
2020-03-13   $1.00           2020-07-29   $0.88                   0.88x (Cash)
2020-07-29   $52.15          2022-02-09   $73.99                  1.42x
2022-02-09   $1.00           2023-01-17   $1.46                   1.46x (Cash)
2023-01-17   $68.31          2023-05-16   $65.76                  0.96x
2023-05-16   $1.00           2023-06-07   $0.96                   0.96x (Cash)
2023-06-07   $67.73          2023-10-24   $64.58                  0.95x
2023-10-24   $1.00           2023-12-20   $0.96                   0.96x (Cash)
2023-12-20   $75.41          2025-04-14   $80.25                  1.06x
2025-04-14   $1.00           2025-07-07   $1.07                   1.07x (Cash)
2025-07-07   $92.73          2026-02-27   $102.99                 1.11x (open)
----------------------------------------------------------------------
Method CAGR                   8.32%
Buy & Hold CAGR              10.48%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Disclaimer

For Educational Purposes Only: All content on this site, including articles, tools, and simulations, is for informational and educational purposes only. It should not be construed as financial, investment, legal, or tax advice. The information provided is general in nature and not tailored to any individual's specific circumstances.

Software Development Has Inherent Risks: The software used to perform the analyses may have errors or inaccuracies. When we post updates to any material, errors or inaccuracies that are subsequently fixed may change the results.

No Guarantees & Risk of Loss: The analyses and simulations presented are based on historical data. Past performance is not an indicator or guarantee of future results. All investing involves risk, including the possible loss of principal. Market conditions are subject to change, and the future may not resemble the past.

No Fiduciary Relationship: Your use of this information does not create a fiduciary or professional advisory relationship. We are not acting as your financial advisor.

Consult a Professional: You should always conduct your own research and due diligence. Before making any financial decisions, it is essential to consult with a qualified and licensed financial professional who can assess your individual situation and objectives. We disclaim any liability for actions taken or not taken based on the content of this site. * Nobody associated with Algorithmic Fire LLC has any credential(s) or affiliation(s) with any licensing or regulatory bodies, including but not limited to: Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA).

Copyright 2025-2026 Algorithmic Fire LLC. All rights reserved.