Trend Following Summary

--- Trend Following for JEPI as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
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2022-05-17   $1.00           2022-05-18   $1.00                   1.00x (Cash)
2022-05-18   $41.41          2023-01-31   $43.07                  1.04x
2023-01-31   $1.00           2023-04-03   $1.05                   1.05x (Cash)
2023-04-03   $43.36          2026-02-27   $59.88                  1.38x (open)
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Method CAGR                   9.36%
Buy & Hold CAGR               9.20%
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-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Trend Following Summary

--- Trend Following for JEPI as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2022-05-16   $41.13          2022-06-10   $40.90                  0.99x
2022-06-10   $1.00           2022-12-20   $1.01                   1.01x (Cash)
2022-12-20   $42.11          2025-04-25   $51.11                  1.21x
2025-04-25   $1.00           2025-06-09   $1.22                   1.22x (Cash)
2025-06-09   $53.26          2026-02-27   $59.88                  1.12x (open)
----------------------------------------------------------------------
Method CAGR                   7.77%
Buy & Hold CAGR               9.20%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Disclaimer

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