Trend Following Summary

--- Trend Following for IWV as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2002-05-30   $1.00           2003-03-21   $1.03                   1.03x (Cash)
2003-03-21   $33.53          2008-06-30   $55.85                  1.67x
2008-06-30   $1.00           2009-09-15   $1.73                   1.73x (Cash)
2009-09-15   $47.17          2010-05-07   $51.45                  1.09x
2010-05-07   $1.00           2010-05-28   $1.09                   1.09x (Cash)
2010-05-28   $50.67          2016-05-16   $104.12                 2.05x
2016-05-16   $1.00           2016-11-16   $2.07                   2.07x (Cash)
2016-11-16   $112.91         2020-03-17   $129.75                 1.15x
2020-03-17   $1.00           2020-04-07   $1.15                   1.15x (Cash)
2020-04-07   $146.19         2022-11-02   $213.77                 1.46x
2022-11-02   $1.00           2023-11-08   $1.52                   1.52x (Cash)
2023-11-08   $243.38         2026-02-27   $390.66                 1.61x (open)
----------------------------------------------------------------------
Method CAGR                  10.88%
Buy & Hold CAGR              10.16%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Trend Following Summary

--- Trend Following for IWV as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2002-05-29   $40.27          2002-06-04   $39.02                  0.97x
2002-06-04   $1.00           2003-03-21   $1.00                   1.00x (Cash)
2003-03-21   $33.53          2004-08-20   $43.01                  1.28x
2004-08-20   $1.00           2004-11-01   $1.29                   1.29x (Cash)
2004-11-01   $45.02          2006-07-25   $52.44                  1.16x
2006-07-25   $1.00           2006-09-12   $1.17                   1.17x (Cash)
2006-09-12   $54.32          2007-12-27   $63.70                  1.17x
2007-12-27   $1.00           2009-06-18   $1.23                   1.23x (Cash)
2009-06-18   $40.59          2010-05-07   $51.45                  1.27x
2010-05-07   $1.00           2010-05-28   $1.27                   1.27x (Cash)
2010-05-28   $50.67          2010-07-13   $49.84                  0.98x
2010-07-13   $1.00           2010-10-15   $0.99                   0.99x (Cash)
2010-10-15   $54.70          2011-08-18   $54.56                  1.00x
2011-08-18   $1.00           2012-01-26   $1.01                   1.01x (Cash)
2012-01-26   $63.13          2015-09-04   $98.35                  1.56x
2015-09-04   $1.00           2015-12-30   $1.57                   1.57x (Cash)
2015-12-30   $105.14         2016-01-08   $98.97                  0.94x
2016-01-08   $1.00           2016-04-26   $0.95                   0.95x (Cash)
2016-04-26   $106.45         2018-12-07   $143.38                 1.35x
2018-12-07   $1.00           2019-03-28   $1.36                   1.36x (Cash)
2019-03-28   $150.68         2020-03-17   $129.75                 0.86x
2020-03-17   $1.00           2020-07-09   $0.86                   0.86x (Cash)
2020-07-09   $172.27         2022-03-09   $234.78                 1.36x
2022-03-09   $1.00           2023-01-31   $1.40                   1.40x (Cash)
2023-01-31   $224.19         2025-04-16   $299.20                 1.33x
2025-04-16   $1.00           2025-07-02   $1.35                   1.35x (Cash)
2025-07-02   $349.10         2026-02-27   $390.66                 1.12x (open)
----------------------------------------------------------------------
Method CAGR                   9.65%
Buy & Hold CAGR              10.16%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

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