Trend Following Summary

--- Trend Following for IYW as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2002-05-22   $1.00           2003-04-24   $1.04                   1.04x (Cash)
2003-04-24   $7.61           2005-04-11   $9.77                   1.28x
2005-04-11   $1.00           2005-05-20   $1.29                   1.29x (Cash)
2005-05-20   $10.07          2008-09-03   $11.86                  1.18x
2008-09-03   $1.00           2009-07-17   $1.21                   1.21x (Cash)
2009-07-17   $10.33          2010-05-07   $12.45                  1.21x
2010-05-07   $1.00           2010-05-28   $1.21                   1.21x (Cash)
2010-05-28   $12.37          2015-08-25   $22.33                  1.81x
2015-08-25   $1.00           2015-09-16   $1.81                   1.81x (Cash)
2015-09-16   $23.94          2016-07-01   $24.82                  1.04x
2016-07-01   $1.00           2016-08-23   $1.04                   1.04x (Cash)
2016-08-23   $27.63          2020-03-17   $45.37                  1.64x
2020-03-17   $1.00           2020-04-07   $1.64                   1.64x (Cash)
2020-04-07   $53.42          2022-05-13   $83.47                  1.56x
2022-05-13   $1.00           2022-06-06   $1.57                   1.57x (Cash)
2022-06-06   $88.27          2022-11-01   $76.45                  0.87x
2022-11-01   $1.00           2023-01-18   $0.87                   0.87x (Cash)
2023-01-18   $78.47          2026-02-27   $189.58                 2.42x (open)
----------------------------------------------------------------------
Method CAGR                  13.85%
Buy & Hold CAGR              13.88%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Trend Following Summary

--- Trend Following for IYW as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2002-05-22   $1.00           2003-04-15   $1.04                   1.04x (Cash)
2003-04-15   $7.11           2004-05-17   $9.48                   1.33x
2004-05-17   $1.00           2004-10-07   $1.36                   1.36x (Cash)
2004-10-07   $9.70           2005-05-02   $9.40                   0.97x
2005-05-02   $1.00           2005-05-23   $0.97                   0.97x (Cash)
2005-05-23   $10.12          2006-06-19   $10.33                  1.02x
2006-06-19   $1.00           2006-09-19   $1.03                   1.03x (Cash)
2006-09-19   $11.13          2008-01-28   $11.75                  1.06x
2008-01-28   $1.00           2009-05-28   $1.10                   1.10x (Cash)
2009-05-28   $9.31           2010-05-07   $12.45                  1.34x
2010-05-07   $1.00           2010-05-28   $1.34                   1.34x (Cash)
2010-05-28   $12.37          2010-07-12   $12.03                  0.97x
2010-07-12   $1.00           2010-10-26   $0.98                   0.98x (Cash)
2010-10-26   $13.55          2011-07-27   $15.08                  1.11x
2011-07-27   $1.00           2011-12-12   $1.12                   1.12x (Cash)
2011-12-12   $14.60          2012-11-26   $15.80                  1.08x
2012-11-26   $1.00           2013-02-26   $1.09                   1.09x (Cash)
2013-02-26   $16.12          2015-08-25   $22.33                  1.39x
2015-08-25   $1.00           2015-10-09   $1.39                   1.39x (Cash)
2015-10-09   $24.23          2016-02-02   $23.67                  0.98x
2016-02-02   $1.00           2016-04-21   $0.98                   0.98x (Cash)
2016-04-21   $25.50          2018-11-29   $41.62                  1.63x
2018-11-29   $1.00           2019-03-27   $1.65                   1.65x (Cash)
2019-03-27   $46.08          2020-03-17   $45.37                  0.98x
2020-03-17   $1.00           2020-04-07   $0.99                   0.99x (Cash)
2020-04-07   $53.42          2020-04-29   $56.22                  1.05x
2020-04-29   $1.00           2020-05-28   $1.05                   1.05x (Cash)
2020-05-28   $60.63          2022-03-08   $91.44                  1.51x
2022-03-08   $1.00           2023-01-18   $1.55                   1.55x (Cash)
2023-01-18   $78.47          2025-04-07   $118.79                 1.51x
2025-04-07   $1.00           2025-06-27   $1.53                   1.53x (Cash)
2025-06-27   $171.70         2026-02-27   $189.58                 1.10x (open)
----------------------------------------------------------------------
Method CAGR                  12.55%
Buy & Hold CAGR              13.88%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Disclaimer

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