IWR iShares Russell Mid-Cap ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-05-31
Executive Summary
The quantitative backtest for IWR (iShares Russell Mid-Cap ETF) using the Excess Return MMA CA* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -21.3% (compared to the benchmark's drawdown of -58.8%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 11.0%, compared to a Buy-and-Hold benchmark return of 10.8%. The strategy executed 49 total trades.
* Excess Return MMA CA: Multi-Moving Average (Triple-Band) model utilizing sophisticated long/short cross durations optimized against volatility, with a month-end dynamic Cash Alternative sleeve rotation.
* Excess Return MMA CA: Multi-Moving Average (Triple-Band) model utilizing sophisticated long/short cross durations optimized against volatility, with a month-end dynamic Cash Alternative sleeve rotation.
📊 Mathematical Model
Excess Return MMA
Advanced Ensemble: Uses multiple signal layers for maximum trend stability and noise reduction.
Excess Return MMA CA Active
Advanced Dynamic Sleeve: MMA ensemble signals on the primary asset combined with a momentum-based cash alternative ETF rotation.
Excess Return SMA
Standard Signal: Classical quantitative trend following optimized for reliable directionality.
Moving Average (50/200)
Moving Average: The baseline 50/200-day crossover model used by technical analysts worldwide.
IWR Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 18.56% | 22.49% | 3.82% | 7.92% | 10.17% | 11.55% | 10.98% | 10.82% |
| Sharpe Ratio | 1.39 | 1.52 | 0.33 | 0.42 | 0.80 | 0.56 | 0.85 | 0.51 |
| Max Drawdown | -8.17% | -8.17% | -21.16% | -26.18% | -21.16% | -40.59% | -21.28% | -58.83% |
| % Time Invested | 100.0% | 100.0% | 91.2% | 100.0% | 94.6% | 100.0% | 92.9% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 2.2 | 0.0 | 2.2 | 0.0 | 2.2 | 0.0 |
Cumulative Growth Performance
Return Distribution Analysis
Trade History
This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open / Mark-to-Market exit denotes a position currently held active, valued at the latest price. Interest entries record cash yields accrued during out-of-market periods.
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-09-29 | Open | Open | 33.33% | $96.07 | $107.37 | 11.76% | Mark-to-Market |
| 2025-07-11 | Open | Open | 33.33% | $92.50 | $107.37 | 16.07% | Mark-to-Market |
| 2025-04-30 | Open | Open | 33.33% | $82.05 | $107.37 | 30.85% | Mark-to-Market |
| 2025-06-11 | 2025-09-29 | Interest (FLOT) | 33.33% | $1.00 | $1.02 | 1.70% | Interest Income |
| 2025-06-03 | 2025-07-11 | Interest (FLOT) | 33.33% | $1.00 | $1.01 | 0.68% | Interest Income |
| 2025-04-07 | 2025-06-11 | Completed | 33.33% | $73.85 | $89.64 | 21.37% | Signal |
| 2025-05-02 | 2025-06-02 | Interest (SHV) | 33.33% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2025-03-14 | 2025-05-01 | Interest (FLOT) | 33.33% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2025-04-07 | 2025-04-30 | Interest (FLOT) | 33.33% | $1.00 | $1.02 | 1.64% | Interest Income |
| 2025-03-14 | 2025-04-07 | Interest (FLOT) | 33.33% | $1.00 | $0.99 | -1.20% | Interest Income |
| 2024-03-13 | 2025-04-07 | Completed | 33.33% | $79.85 | $73.85 | -7.51% | Stop |
| 2024-09-13 | 2025-03-14 | Completed | 33.33% | $83.44 | $82.39 | -1.26% | Stop |
| 2023-11-17 | 2025-03-14 | Completed | 33.33% | $68.56 | $82.39 | 20.16% | Stop |
| 2024-08-21 | 2024-09-13 | Interest (SHV) | 33.33% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2024-01-12 | 2024-08-21 | Completed | 33.33% | $74.86 | $82.84 | 10.66% | Signal |
| 2023-06-02 | 2024-03-13 | Interest (FLOT) | 33.33% | $1.00 | $1.05 | 5.36% | Interest Income |
| 2023-10-26 | 2024-01-12 | Interest (FLOT) | 33.33% | $1.00 | $1.01 | 1.43% | Interest Income |
| 2023-10-26 | 2023-11-17 | Interest (FLOT) | 33.33% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2023-07-25 | 2023-10-26 | Completed | 33.33% | $72.56 | $63.47 | -12.53% | Stop |
| 2023-04-10 | 2023-10-26 | Completed | 33.33% | $65.55 | $63.47 | -3.17% | Stop |
| 2023-06-02 | 2023-07-25 | Interest (FLOT) | 33.33% | $1.00 | $1.01 | 1.00% | Interest Income |
| 2023-05-09 | 2023-06-01 | Interest (SHV) | 33.33% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2023-04-04 | 2023-06-01 | Interest (SHV) | 33.33% | $1.00 | $1.01 | 0.71% | Interest Income |
| 2023-01-18 | 2023-05-09 | Completed | 33.33% | $68.43 | $65.53 | -4.23% | Signal |
| 2023-04-04 | 2023-04-10 | Interest (SHV) | 33.33% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2022-12-02 | 2023-04-03 | Interest (FLOT) | 33.33% | $1.00 | $1.02 | 1.87% | Interest Income |
| 2022-12-02 | 2023-04-03 | Interest (FLOT) | 33.33% | $1.00 | $1.02 | 1.87% | Interest Income |
| 2022-12-02 | 2023-01-18 | Interest (FLOT) | 33.33% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2022-10-04 | 2022-12-01 | Interest (BIL) | 33.33% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2022-10-04 | 2022-12-01 | Interest (BIL) | 33.33% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2022-10-04 | 2022-12-01 | Interest (BIL) | 33.33% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2022-09-26 | 2022-10-03 | Interest (FLOT) | 33.33% | $1.00 | $1.00 | -0.40% | Interest Income |
| 2022-09-02 | 2022-10-03 | Interest (FLOT) | 33.33% | $1.00 | $1.00 | -0.05% | Interest Income |
| 2022-09-02 | 2022-10-03 | Interest (FLOT) | 33.33% | $1.00 | $1.00 | -0.05% | Interest Income |
| 2022-06-07 | 2022-09-26 | Completed | 33.33% | $67.70 | $60.03 | -11.33% | Stop |
| 2022-04-22 | 2022-09-01 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2022-03-02 | 2022-09-01 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2022-05-13 | 2022-06-07 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2022-03-21 | 2022-05-13 | Completed | 33.33% | $72.94 | $64.75 | -11.22% | Stop |
| 2022-02-16 | 2022-04-22 | Completed | 33.33% | $72.84 | $72.12 | -0.99% | Signal |
| 2022-03-02 | 2022-03-21 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2022-02-25 | 2022-03-01 | Interest (FLOT) | 33.33% | $1.00 | $1.00 | 0.08% | Interest Income |
| 2022-01-25 | 2022-03-01 | Interest (FLOT) | 33.33% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2020-04-01 | 2022-02-25 | Completed | 33.33% | $38.38 | $70.35 | 83.27% | Stop |
| 2022-01-25 | 2022-02-16 | Interest (FLOT) | 33.33% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2020-09-24 | 2022-01-25 | Completed | 33.33% | $51.31 | $70.54 | 37.47% | Stop |
| 2020-06-29 | 2022-01-25 | Completed | 33.33% | $48.54 | $70.54 | 45.30% | Stop |
| 2020-06-02 | 2020-09-24 | Interest (FLOT) | 33.33% | $1.00 | $1.01 | 1.11% | Interest Income |
| 2020-06-02 | 2020-06-29 | Interest (FLOT) | 33.33% | $1.00 | $1.01 | 0.58% | Interest Income |
| 2020-04-28 | 2020-06-01 | Interest (SHV) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2020-04-01 | 2020-06-01 | Interest (SHV) | 33.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-03-24 | 2020-04-28 | Completed | 33.33% | $35.73 | $45.81 | 28.24% | Signal |
| 2020-03-24 | 2020-04-01 | Completed | 33.33% | $35.73 | $38.38 | 7.44% | Signal |
| 2020-03-10 | 2020-04-01 | Interest (SHV) | 33.33% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2020-03-03 | 2020-03-24 | Interest (SHV) | 33.33% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2020-03-03 | 2020-03-24 | Interest (SHV) | 33.33% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2019-01-15 | 2020-03-10 | Completed | 33.33% | $43.90 | $46.20 | 5.24% | Stop |
| 2020-03-02 | 2020-03-02 | Interest (FLOT) | 33.33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-02 | 2020-03-02 | Interest (FLOT) | 33.33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2019-06-17 | 2020-03-02 | Completed | 33.33% | $49.91 | $49.77 | -0.28% | Stop |
| 2019-03-25 | 2020-03-02 | Completed | 33.33% | $47.94 | $49.77 | 3.82% | Stop |
| 2019-03-04 | 2019-06-17 | Interest (FLOT) | 33.33% | $1.00 | $1.01 | 1.04% | Interest Income |
| 2019-03-04 | 2019-03-25 | Interest (FLOT) | 33.33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-12-18 | 2019-03-01 | Interest (SHV) | 33.33% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2018-12-04 | 2019-03-01 | Interest (SHV) | 33.33% | $1.00 | $1.01 | 0.61% | Interest Income |
| 2018-12-20 | 2019-01-15 | Interest (SHV) | 33.33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2016-11-15 | 2018-12-20 | Completed | 33.33% | $37.85 | $41.76 | 10.35% | Stop |
| 2016-07-13 | 2018-12-18 | Completed | 33.33% | $37.44 | $42.97 | 14.78% | Stop |
| 2018-11-15 | 2018-12-03 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2018-06-29 | 2018-11-15 | Completed | 33.33% | $47.28 | $45.22 | -4.36% | Signal |
| 2018-05-04 | 2018-06-29 | Interest (FLOT) | 33.33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2016-04-28 | 2018-05-04 | Completed | 33.33% | $35.77 | $45.36 | 26.81% | Signal |
| 2016-11-02 | 2016-11-15 | Interest (FLOT) | 33.33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2016-10-04 | 2016-11-01 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2016-05-13 | 2016-10-03 | Interest (FLOT) | 33.33% | $1.00 | $1.01 | 0.78% | Interest Income |
| 2016-04-04 | 2016-07-13 | Interest (FLOT) | 33.33% | $1.00 | $1.01 | 0.68% | Interest Income |
| 2016-02-12 | 2016-05-13 | Completed | 33.33% | $30.24 | $35.21 | 16.43% | Signal |
| 2016-04-04 | 2016-04-28 | Interest (FLOT) | 33.33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2016-03-02 | 2016-04-01 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2016-03-02 | 2016-04-01 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2016-02-02 | 2016-03-01 | Interest (SHV) | 33.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2016-02-02 | 2016-03-01 | Interest (SHV) | 33.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2016-02-02 | 2016-02-12 | Interest (SHV) | 33.33% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2016-01-21 | 2016-02-01 | Interest (FLOT) | 33.33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2015-11-03 | 2016-02-01 | Interest (FLOT) | 33.33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2015-11-03 | 2016-02-01 | Interest (FLOT) | 33.33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2015-09-17 | 2016-01-21 | Completed | 33.33% | $34.81 | $30.78 | -11.58% | Stop |
| 2015-10-22 | 2015-11-02 | Interest (SHV) | 33.33% | $1.00 | $1.00 | -0.05% | Interest Income |
| 2015-09-02 | 2015-11-02 | Interest (SHV) | 33.33% | $1.00 | $1.00 | -0.02% | Interest Income |
| 2015-09-17 | 2015-10-22 | Completed | 33.33% | $34.81 | $34.74 | -0.23% | Signal |
| 2015-09-02 | 2015-09-17 | Interest (SHV) | 33.33% | $1.00 | $1.00 | -0.02% | Interest Income |
| 2015-09-02 | 2015-09-17 | Interest (SHV) | 33.33% | $1.00 | $1.00 | -0.02% | Interest Income |
| 2015-08-25 | 2015-09-01 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2015-08-25 | 2015-09-01 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2015-08-06 | 2015-09-01 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2012-03-22 | 2015-08-25 | Completed | 33.33% | $22.12 | $34.09 | 54.12% | Stop |
| 2011-08-30 | 2015-08-25 | Completed | 33.33% | $19.17 | $34.09 | 77.83% | Stop |
| 2012-09-12 | 2015-08-06 | Completed | 33.33% | $22.72 | $36.29 | 59.77% | Signal |
| 2012-07-03 | 2012-09-12 | Interest (FLOT) | 33.33% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2011-12-30 | 2012-07-03 | Completed | 33.33% | $19.86 | $21.43 | 7.93% | Signal |
| 2012-01-04 | 2012-03-22 | Interest (FLOT) | 33.33% | $1.00 | $1.02 | 2.10% | Interest Income |
| 2011-12-02 | 2012-01-03 | Interest (SHV) | 33.33% | $1.00 | $1.00 | -0.02% | Interest Income |
| 2011-12-02 | 2011-12-30 | Interest (SHV) | 33.33% | $1.00 | $1.00 | -0.02% | Interest Income |
| 2011-10-04 | 2011-12-01 | Interest (BIL) | 33.33% | $1.00 | $1.00 | -0.04% | Interest Income |
| 2011-08-05 | 2011-12-01 | Interest (BIL) | 33.33% | $1.00 | $1.00 | -0.07% | Interest Income |
| 2011-08-29 | 2011-10-04 | Completed | 33.33% | $18.86 | $16.78 | -11.05% | Stop |
| 2011-08-08 | 2011-08-30 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2011-08-05 | 2011-08-29 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2010-06-01 | 2011-08-08 | Completed | 33.33% | $16.61 | $18.28 | 10.05% | Stop |
| 2010-10-07 | 2011-08-05 | Completed | 33.33% | $18.05 | $19.32 | 7.03% | Stop |
| 2010-06-01 | 2011-08-05 | Completed | 33.33% | $16.61 | $19.32 | 16.32% | Stop |
| 2010-09-02 | 2010-10-07 | Interest (SHV) | 33.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2010-07-29 | 2010-09-01 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2010-06-01 | 2010-07-29 | Completed | 33.33% | $16.61 | $17.02 | 2.49% | Signal |
| 2010-05-07 | 2010-06-01 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2010-05-07 | 2010-06-01 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2010-05-07 | 2010-06-01 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2009-09-15 | 2010-05-07 | Completed | 33.33% | $15.06 | $16.99 | 12.84% | Stop |
| 2009-08-04 | 2010-05-07 | Completed | 33.33% | $13.90 | $16.99 | 22.20% | Stop |
| 2009-05-13 | 2010-05-07 | Completed | 33.33% | $12.10 | $16.99 | 40.41% | Stop |
| 2009-07-02 | 2009-09-15 | Interest (BIL) | 33.33% | $1.00 | $1.00 | -0.03% | Interest Income |
| 2009-07-02 | 2009-08-04 | Interest (BIL) | 33.33% | $1.00 | $1.00 | -0.04% | Interest Income |
| 2009-06-02 | 2009-07-01 | Interest (SHV) | 33.33% | $1.00 | $1.00 | -0.03% | Interest Income |
| 2009-06-02 | 2009-07-01 | Interest (SHV) | 33.33% | $1.00 | $1.00 | -0.03% | Interest Income |
| 2009-05-04 | 2009-06-01 | Interest (BIL) | 33.33% | $1.00 | $1.00 | -0.10% | Interest Income |
| 2009-05-04 | 2009-06-01 | Interest (BIL) | 33.33% | $1.00 | $1.00 | -0.10% | Interest Income |
| 2009-05-04 | 2009-05-13 | Interest (BIL) | 33.33% | $1.00 | $1.00 | -0.04% | Interest Income |
| 2009-04-02 | 2009-05-01 | Interest (SHV) | 33.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2009-04-02 | 2009-05-01 | Interest (SHV) | 33.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2009-04-02 | 2009-05-01 | Interest (SHV) | 33.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2009-01-05 | 2009-04-01 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2009-01-05 | 2009-04-01 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2009-01-05 | 2009-04-01 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2008-09-03 | 2009-01-02 | Interest (SHV) | 33.33% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2008-09-03 | 2009-01-02 | Interest (SHV) | 33.33% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2008-09-03 | 2009-01-02 | Interest (SHV) | 33.33% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2008-08-21 | 2008-09-02 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2008-07-16 | 2008-09-02 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2008-06-03 | 2008-09-02 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.49% | Interest Income |
| 2008-07-30 | 2008-08-21 | Completed | 33.33% | $17.67 | $17.71 | 0.23% | Signal |
| 2008-07-08 | 2008-07-30 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2008-02-11 | 2008-07-16 | Completed | 33.33% | $17.96 | $16.94 | -5.69% | Stop |
| 2008-06-04 | 2008-07-08 | Completed | 33.33% | $19.34 | $17.34 | -10.35% | Stop |
| 2008-06-03 | 2008-06-04 | Interest (BIL) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2007-12-10 | 2008-06-02 | Interest (SHV) | 33.33% | $1.00 | $1.02 | 1.52% | Interest Income |
| 2007-08-17 | 2008-06-02 | Interest (SHV) | 33.33% | $1.00 | $1.03 | 3.09% | Interest Income |
| 2008-01-17 | 2008-02-11 | Interest (SHV) | 33.33% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2003-09-05 | 2008-01-17 | Completed | 33.33% | $10.78 | $17.90 | 66.12% | Stop |
| 2007-09-11 | 2007-12-10 | Completed | 33.33% | $19.39 | $20.16 | 3.97% | Signal |
| 2007-08-17 | 2007-09-11 | Interest (SHV) | 33.33% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2006-12-19 | 2007-08-17 | Completed | 33.33% | $18.51 | $19.17 | 3.57% | Stop |
| 2006-09-06 | 2007-08-17 | Completed | 33.33% | $16.94 | $19.17 | 13.18% | Stop |
| 2006-10-09 | 2006-12-19 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 0.98% | Interest Income |
| 2003-08-27 | 2006-10-09 | Completed | 33.33% | $10.39 | $17.48 | 68.24% | Signal |
| 2006-07-03 | 2006-09-06 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 0.89% | Interest Income |
| 2005-07-05 | 2006-07-03 | Completed | 33.33% | $14.95 | $16.93 | 13.25% | Signal |
| 2005-06-10 | 2005-07-05 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2004-10-25 | 2005-06-10 | Completed | 33.33% | $12.57 | $14.72 | 17.14% | Signal |
| 2004-07-01 | 2004-10-25 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.49% | Interest Income |
| 2003-08-27 | 2004-07-01 | Completed | 33.33% | $10.39 | $12.73 | 22.58% | Signal |
| 2003-08-25 | 2003-09-05 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2003-08-25 | 2003-08-27 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2003-08-25 | 2003-08-27 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income |