IYW
iShares U.S. Technology ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-07-26
Executive Summary
The quantitative backtest for IYW (iShares U.S. Technology ETF) using the Excess Return MMA* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -26.4% (compared to the benchmark's drawdown of -54.9%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 12.8%, compared to a Buy-and-Hold benchmark return of 14.2%. The strategy executed 85 total trades.
* Excess Return MMA: Multi-Moving Average (Triple-Band) model utilizing sophisticated long/short cross durations optimized against volatility.
* Excess Return MMA: Multi-Moving Average (Triple-Band) model utilizing sophisticated long/short cross durations optimized against volatility.
📊 Mathematical Model
Excess Return MMA Active
Advanced Ensemble: Uses multiple signal layers for maximum trend stability and noise reduction.
Excess Return MMA CA
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.
IYW Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 19.58% | 31.73% | 13.34% | 18.24% | 20.50% | 24.50% | 12.75% | 14.17% |
| Sharpe Ratio | 0.84 | 1.19 | 0.65 | 0.64 | 0.97 | 0.87 | 0.73 | 0.55 |
| Max Drawdown | -12.71% | -17.81% | -26.43% | -39.44% | -26.43% | -39.44% | -26.43% | -54.91% |
| % Time Invested | 96.8% | 100.0% | 89.3% | 100.0% | 94.1% | 100.0% | 90.5% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 3.4 | 0.0 | 3.1 | 0.0 | 3.5 | 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 or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason | |
|---|---|---|---|---|---|---|---|---|
| 🔒 Active Positions & Recent Execution Signals Hidden Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription. Upgrade to Pro to Unlock | ||||||||
| 2026-03-30 | 2026-04-22 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.23% | Interest Income | |
| 2026-03-23 | 2026-04-15 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.23% | Interest Income | |
| 2026-03-06 | 2026-04-10 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.35% | Interest Income | |
| 2025-04-24 | 2026-03-30 | Completed | 33.33% | $136.01 | $177.70 | 30.59% | Stop | |
| 2025-08-29 | 2026-03-23 | Completed | 33.33% | $183.33 | $187.54 | 2.25% | Stop | |
| 2025-07-03 | 2026-03-06 | Completed | 33.33% | $174.04 | $188.82 | 8.44% | Signal | |
| 2025-06-06 | 2025-08-29 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 0.99% | Interest Income | |
| 2025-03-10 | 2025-07-03 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 1.36% | Interest Income | |
| 2025-04-30 | 2025-06-06 | Completed | 33.33% | $139.42 | $163.07 | 16.90% | Signal | |
| 2025-04-07 | 2025-04-30 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.27% | Interest Income | |
| 2025-04-01 | 2025-04-24 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.27% | Interest Income | |
| 2025-04-01 | 2025-04-07 | Completed | 33.33% | $139.58 | $118.71 | -15.00% | Stop | |
| 2025-03-10 | 2025-04-01 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.27% | Interest Income | |
| 2024-08-28 | 2025-04-01 | Completed | 33.33% | $148.00 | $139.58 | -5.73% | Stop | |
| 2024-08-27 | 2025-03-10 | Completed | 33.33% | $146.66 | $145.59 | -0.78% | Stop | |
| 2024-08-27 | 2025-03-10 | Completed | 33.33% | $146.66 | $145.59 | -0.78% | Stop | |
| 2024-08-06 | 2024-08-28 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.33% | Interest Income | |
| 2024-08-05 | 2024-08-27 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.33% | Interest Income | |
| 2024-08-05 | 2024-08-27 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.33% | Interest Income | |
| 2023-01-18 | 2024-08-06 | Completed | 33.33% | $78.42 | $133.82 | 70.56% | Stop | |
| 2023-12-07 | 2024-08-05 | Completed | 33.33% | $115.73 | $128.12 | 10.65% | Stop | |
| 2023-01-18 | 2024-08-05 | Completed | 33.33% | $78.42 | $128.12 | 63.30% | Stop | |
| 2023-11-14 | 2023-12-07 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.34% | Interest Income | |
| 2023-01-18 | 2023-11-14 | Completed | 33.33% | $78.42 | $113.81 | 45.06% | Signal | |
| 2022-11-01 | 2023-01-18 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 0.89% | Interest Income | |
| 2022-04-25 | 2023-01-18 | Interest (CASH) | 33.33% | $1.00 | $1.02 | 2.14% | Interest Income | |
| 2022-03-08 | 2023-01-18 | Interest (CASH) | 33.33% | $1.00 | $1.02 | 2.22% | Interest Income | |
| 2022-10-11 | 2022-11-01 | Completed | 33.33% | $71.87 | $76.40 | 6.26% | Signal | |
| 2022-09-19 | 2022-10-11 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.21% | Interest Income | |
| 2022-05-19 | 2022-09-19 | Completed | 33.33% | $81.91 | $77.41 | -5.54% | Stop | |
| 2022-04-27 | 2022-05-19 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.06% | Interest Income | |
| 2022-02-16 | 2022-04-27 | Completed | 33.33% | $101.08 | $87.72 | -13.26% | Stop | |
| 2022-02-15 | 2022-04-25 | Completed | 33.33% | $100.68 | $89.20 | -11.45% | Stop | |
| 2022-02-15 | 2022-03-08 | Completed | 33.33% | $100.68 | $91.38 | -9.28% | Signal | |
| 2022-01-25 | 2022-02-16 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.02% | Interest Income | |
| 2022-01-24 | 2022-02-15 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.02% | Interest Income | |
| 2022-01-24 | 2022-02-15 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.02% | Interest Income | |
| 2020-03-24 | 2022-01-25 | Completed | 33.33% | $46.85 | $98.13 | 109.35% | Stop | |
| 2020-10-13 | 2022-01-24 | Completed | 33.33% | $79.11 | $97.26 | 22.88% | Stop | |
| 2020-10-13 | 2022-01-24 | Completed | 33.33% | $79.11 | $97.26 | 22.88% | Stop | |
| 2020-09-21 | 2020-10-13 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2020-09-21 | 2020-10-13 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2020-06-17 | 2020-09-21 | Completed | 33.33% | $64.98 | $68.99 | 6.11% | Stop | |
| 2020-03-23 | 2020-09-21 | Completed | 33.33% | $44.12 | $68.99 | 56.28% | Stop | |
| 2020-05-04 | 2020-06-17 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.02% | Interest Income | |
| 2020-03-23 | 2020-05-04 | Completed | 33.33% | $44.12 | $55.32 | 25.31% | Signal | |
| 2020-03-02 | 2020-03-24 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.02% | Interest Income | |
| 2020-02-28 | 2020-03-23 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.03% | Interest Income | |
| 2020-02-28 | 2020-03-23 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.03% | Interest Income | |
| 2018-12-17 | 2020-03-02 | Completed | 33.33% | $39.91 | $55.80 | 39.75% | Stop | |
| 2019-06-26 | 2020-02-28 | Completed | 33.33% | $47.72 | $52.30 | 9.55% | Stop | |
| 2019-06-07 | 2020-02-28 | Completed | 33.33% | $45.76 | $52.30 | 14.24% | Stop | |
| 2019-06-04 | 2019-06-26 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.14% | Interest Income | |
| 2019-05-14 | 2019-06-07 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.16% | Interest Income | |
| 2019-03-25 | 2019-06-04 | Completed | 33.33% | $45.86 | $43.79 | -4.55% | Stop | |
| 2019-04-24 | 2019-05-14 | Completed | 33.33% | $49.58 | $46.02 | -7.22% | Stop | |
| 2019-01-30 | 2019-04-24 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 0.56% | Interest Income | |
| 2018-11-26 | 2019-03-25 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 0.76% | Interest Income | |
| 2019-01-17 | 2019-01-30 | Completed | 33.33% | $40.01 | $40.88 | 2.12% | Signal | |
| 2018-12-24 | 2019-01-17 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.15% | Interest Income | |
| 2018-11-21 | 2018-12-24 | Completed | 33.33% | $39.99 | $36.44 | -8.92% | Stop | |
| 2018-11-21 | 2018-12-17 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.15% | Interest Income | |
| 2018-11-21 | 2018-11-26 | Completed | 33.33% | $39.99 | $40.00 | -0.03% | Signal | |
| 2018-10-30 | 2018-11-21 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.15% | Interest Income | |
| 2018-10-30 | 2018-11-21 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.15% | Interest Income | |
| 2016-02-12 | 2018-11-21 | Completed | 33.33% | $22.17 | $39.99 | 80.27% | Stop | |
| 2016-07-14 | 2018-10-30 | Completed | 33.33% | $25.85 | $40.93 | 58.26% | Stop | |
| 2016-05-09 | 2018-10-30 | Completed | 33.33% | $24.07 | $40.93 | 69.94% | Stop | |
| 2016-05-04 | 2016-07-14 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.05% | Interest Income | |
| 2016-03-01 | 2016-05-09 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.05% | Interest Income | |
| 2016-04-04 | 2016-05-04 | Completed | 33.33% | $25.70 | $23.93 | -6.93% | Signal | |
| 2015-11-17 | 2016-04-04 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.10% | Interest Income | |
| 2016-02-10 | 2016-03-01 | Completed | 33.33% | $22.18 | $23.57 | 6.19% | Signal | |
| 2016-01-21 | 2016-02-12 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.02% | Interest Income | |
| 2016-01-19 | 2016-02-10 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.02% | Interest Income | |
| 2015-09-17 | 2016-01-21 | Completed | 33.33% | $23.94 | $22.69 | -5.26% | Stop | |
| 2015-10-09 | 2016-01-19 | Completed | 33.33% | $24.21 | $22.98 | -5.13% | Stop | |
| 2015-09-17 | 2015-11-17 | Completed | 33.33% | $23.94 | $25.17 | 5.06% | Signal | |
| 2015-08-25 | 2015-10-09 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2015-08-25 | 2015-09-17 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2015-08-25 | 2015-09-17 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2013-05-13 | 2015-08-25 | Completed | 33.33% | $17.17 | $22.32 | 29.95% | Stop | |
| 2013-03-12 | 2015-08-25 | Completed | 33.33% | $16.65 | $22.32 | 33.97% | Stop | |
| 2011-08-31 | 2015-08-25 | Completed | 33.33% | $13.78 | $22.32 | 61.87% | Stop | |
| 2013-04-19 | 2013-05-13 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2013-03-12 | 2013-04-19 | Completed | 33.33% | $16.65 | $15.76 | -5.41% | Stop | |
| 2013-02-13 | 2013-03-12 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2012-12-19 | 2013-03-12 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.02% | Interest Income | |
| 2013-01-25 | 2013-02-13 | Completed | 33.33% | $16.25 | $16.47 | 1.30% | Signal | |
| 2013-01-02 | 2013-01-25 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2012-12-07 | 2013-01-02 | Completed | 33.33% | $15.94 | $16.43 | 3.04% | Signal | |
| 2012-12-07 | 2012-12-19 | Completed | 33.33% | $15.94 | $16.26 | 1.94% | Signal | |
| 2012-11-14 | 2012-12-07 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2012-11-14 | 2012-12-07 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2012-08-14 | 2012-11-14 | Completed | 33.33% | $16.84 | $15.43 | -8.38% | Stop | |
| 2012-06-26 | 2012-11-14 | Completed | 33.33% | $15.57 | $15.43 | -0.95% | Stop | |
| 2012-07-12 | 2012-08-14 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2012-06-26 | 2012-07-12 | Completed | 33.33% | $15.57 | $15.52 | -0.43% | Signal | |
| 2012-06-04 | 2012-06-26 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2012-06-04 | 2012-06-26 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2012-01-26 | 2012-06-04 | Completed | 33.33% | $15.57 | $15.23 | -2.28% | Stop | |
| 2011-11-23 | 2012-06-04 | Completed | 33.33% | $13.90 | $15.23 | 9.46% | Stop | |
| 2011-09-21 | 2012-01-26 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2011-08-05 | 2011-11-23 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2011-08-30 | 2011-09-21 | Completed | 33.33% | $13.62 | $14.09 | 3.43% | Signal | |
| 2011-08-09 | 2011-08-31 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2011-08-08 | 2011-08-30 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2010-06-01 | 2011-08-09 | Completed | 33.33% | $12.19 | $13.10 | 7.43% | Stop | |
| 2010-11-02 | 2011-08-08 | Completed | 33.33% | $13.87 | $13.27 | -4.41% | Stop | |
| 2011-07-07 | 2011-08-05 | Completed | 33.33% | $15.00 | $13.93 | -7.16% | Stop | |
| 2011-06-06 | 2011-07-07 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2010-10-15 | 2011-06-06 | Completed | 33.33% | $13.45 | $14.42 | 7.16% | Signal | |
| 2010-10-11 | 2010-11-02 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2010-07-21 | 2010-10-15 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.04% | Interest Income | |
| 2010-06-01 | 2010-10-11 | Completed | 33.33% | $12.19 | $13.07 | 7.18% | Signal | |
| 2010-06-01 | 2010-07-21 | Completed | 33.33% | $12.19 | $12.39 | 1.56% | Signal | |
| 2010-05-07 | 2010-06-01 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2010-05-07 | 2010-06-01 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2010-05-07 | 2010-06-01 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2009-07-17 | 2010-05-07 | Completed | 33.33% | $10.32 | $12.44 | 20.49% | Stop | |
| 2009-07-10 | 2010-05-07 | Completed | 33.33% | $9.41 | $12.44 | 32.20% | Stop | |
| 2009-04-15 | 2010-05-07 | Completed | 33.33% | $8.66 | $12.44 | 43.54% | Stop | |
| 2008-09-08 | 2009-07-17 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.25% | Interest Income | |
| 2008-03-19 | 2009-07-10 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 1.02% | Interest Income | |
| 2008-09-04 | 2009-04-15 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.22% | Interest Income | |
| 2008-02-01 | 2008-09-08 | Completed | 33.33% | $12.07 | $11.75 | -2.73% | Stop | |
| 2008-08-04 | 2008-09-04 | Completed | 33.33% | $11.67 | $11.57 | -0.92% | Signal | |
| 2008-07-11 | 2008-08-04 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.10% | Interest Income | |
| 2008-06-04 | 2008-07-11 | Completed | 33.33% | $12.92 | $11.53 | -10.81% | Stop | |
| 2008-01-07 | 2008-06-04 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 0.74% | Interest Income | |
| 2008-01-30 | 2008-03-19 | Completed | 33.33% | $11.87 | $11.75 | -1.07% | Signal | |
| 2008-01-09 | 2008-02-01 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.17% | Interest Income | |
| 2008-01-07 | 2008-01-30 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.18% | Interest Income | |
| 2006-08-07 | 2008-01-09 | Completed | 33.33% | $9.93 | $12.32 | 24.05% | Stop | |
| 2007-05-10 | 2008-01-07 | Completed | 33.33% | $12.74 | $12.79 | 0.39% | Stop | |
| 2006-09-19 | 2008-01-07 | Completed | 33.33% | $11.13 | $12.79 | 14.92% | Stop | |
| 2007-04-12 | 2007-05-10 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.38% | Interest Income | |
| 2006-09-19 | 2007-04-12 | Completed | 33.33% | $11.13 | $11.96 | 7.49% | Signal | |
| 2006-07-19 | 2006-09-19 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 0.85% | Interest Income | |
| 2006-05-19 | 2006-09-19 | Interest (CASH) | 33.33% | $1.00 | $1.02 | 1.64% | Interest Income | |
| 2006-07-14 | 2006-08-07 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.32% | Interest Income | |
| 2006-07-03 | 2006-07-19 | Completed | 33.33% | $10.45 | $9.75 | -6.75% | Signal | |
| 2005-05-20 | 2006-07-14 | Completed | 33.33% | $10.06 | $9.70 | -3.66% | Stop | |
| 2006-06-09 | 2006-07-03 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.31% | Interest Income | |
| 2005-09-27 | 2006-06-09 | Completed | 33.33% | $10.42 | $10.28 | -1.38% | Stop | |
| 2005-05-20 | 2006-05-19 | Completed | 33.33% | $10.06 | $10.82 | 7.51% | Signal | |
| 2005-08-16 | 2005-09-27 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.40% | Interest Income | |
| 2005-05-10 | 2005-08-16 | Completed | 33.33% | $9.56 | $10.51 | 9.91% | Signal | |
| 2005-04-22 | 2005-05-20 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.23% | Interest Income | |
| 2005-03-31 | 2005-05-20 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.40% | Interest Income | |
| 2005-04-18 | 2005-05-10 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.18% | Interest Income | |
| 2004-09-07 | 2005-04-22 | Completed | 33.33% | $8.94 | $9.42 | 5.28% | Signal | |
| 2004-10-07 | 2005-04-18 | Completed | 33.33% | $9.69 | $9.15 | -5.58% | Stop | |
| 2004-10-07 | 2005-03-31 | Completed | 33.33% | $9.69 | $9.80 | 1.10% | Signal | |
| 2004-07-26 | 2004-10-07 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.33% | Interest Income | |
| 2004-04-28 | 2004-10-07 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 0.61% | Interest Income | |
| 2004-08-13 | 2004-09-07 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.10% | Interest Income | |
| 2004-05-25 | 2004-08-13 | Completed | 33.33% | $9.77 | $8.62 | -11.76% | Stop | |
| 2004-04-05 | 2004-07-26 | Completed | 33.33% | $10.58 | $9.23 | -12.73% | Stop | |
| 2004-05-03 | 2004-05-25 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.07% | Interest Income | |
| 2003-04-24 | 2004-05-03 | Completed | 33.33% | $7.60 | $9.61 | 26.35% | Stop | |
| 2004-04-05 | 2004-04-28 | Completed | 33.33% | $10.58 | $10.12 | -4.33% | Signal | |
| 2004-03-12 | 2004-04-05 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.06% | Interest Income | |
| 2004-03-12 | 2004-04-05 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.06% | Interest Income | |
| 2003-05-14 | 2004-03-12 | Completed | 33.33% | $8.18 | $10.02 | 22.43% | Stop | |
| 2003-04-14 | 2004-03-12 | Completed | 33.33% | $6.99 | $10.02 | 43.31% | Stop | |
| 2003-04-14 | 2003-05-14 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.09% | Interest Income | |
| 2002-05-17 | 2003-04-24 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 1.33% | Interest Income | |
| 2003-02-20 | 2003-04-14 | Completed | 33.33% | $7.17 | $6.99 | -2.59% | Signal | |
| 2002-05-17 | 2003-04-14 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 1.30% | Interest Income | |
| 2003-01-28 | 2003-02-20 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.07% | Interest Income | |
| 2002-12-19 | 2003-01-28 | Completed | 33.33% | $7.25 | $7.03 | -3.01% | Stop | |
| 2002-05-17 | 2002-12-19 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 0.93% | Interest Income | |