JNJ
Johnson & Johnson
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
JNJ Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 41.18% | 49.93% | 10.48% | 9.78% | 8.57% | 10.32% | 8.86% | 11.33% |
| Sharpe Ratio | 2.59 | 2.43 | 0.85 | 0.56 | 0.56 | 0.54 | 0.49 | 0.48 |
| Max Drawdown | -9.34% | -9.34% | -15.50% | -18.41% | -22.67% | -27.37% | -32.48% | -50.68% |
| % Time Invested | 74.6% | 100.0% | 54.1% | 100.0% | 71.4% | 100.0% | 62.5% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.0 | 0.0 | 1.0 | 0.0 | 1.2 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-31 | Open | Open | 100% | $162.82 | $227.35 | 39.64% | Mark-to-Market |
| 2024-08-28 | 2025-07-31 | Interest | 100% | $1.00 | $1.04 | 3.92% | Interest Income |
| 2024-08-23 | 2024-08-28 | Completed | 100% | $154.42 | $156.07 | 1.07% | Signal |
| 2024-05-21 | 2024-08-23 | Interest | 100% | $1.00 | $1.01 | 1.07% | Interest Income |
| 2024-05-16 | 2024-05-21 | Completed | 100% | $144.23 | $144.23 | 0.00% | Signal |
| 2024-01-05 | 2024-05-16 | Interest | 100% | $1.00 | $1.02 | 1.53% | Interest Income |
| 2024-01-03 | 2024-01-05 | Completed | 100% | $150.29 | $150.16 | -0.09% | Signal |
| 2023-08-02 | 2024-01-03 | Interest | 100% | $1.00 | $1.02 | 1.82% | Interest Income |
| 2023-07-31 | 2023-08-02 | Completed | 100% | $156.36 | $155.58 | -0.50% | Signal |
| 2023-04-21 | 2023-07-31 | Interest | 100% | $1.00 | $1.01 | 0.99% | Interest Income |
| 2023-03-23 | 2023-04-21 | Completed | 100% | $138.26 | $150.38 | 8.77% | Signal |
| 2023-03-01 | 2023-03-23 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2020-04-06 | 2023-03-01 | Completed | 100% | $115.84 | $139.93 | 20.79% | Stop |
| 2020-03-13 | 2020-04-06 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2019-05-13 | 2020-03-13 | Completed | 100% | $113.39 | $109.34 | -3.57% | Stop |
| 2019-01-28 | 2019-05-13 | Interest | 100% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2019-01-18 | 2019-01-28 | Completed | 100% | $106.14 | $104.44 | -1.61% | Signal |
| 2018-12-26 | 2019-01-18 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-03-01 | 2018-12-26 | Completed | 100% | $103.37 | $100.85 | -2.44% | Stop |
| 2018-02-06 | 2018-03-01 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2016-06-02 | 2018-02-06 | Completed | 100% | $86.34 | $103.43 | 19.79% | Stop |
| 2015-12-28 | 2016-06-02 | Interest | 100% | $1.00 | $1.01 | 0.80% | Interest Income |
| 2015-09-17 | 2015-12-28 | Completed | 100% | $70.76 | $77.81 | 9.96% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-06-13 | 2015-08-25 | Completed | 100% | $43.44 | $71.63 | 64.90% | Stop |
| 2011-05-05 | 2011-06-13 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2010-04-22 | 2011-05-05 | Completed | 100% | $40.83 | $42.50 | 4.10% | Signal |
| 2009-02-19 | 2010-04-22 | Interest | 100% | $1.00 | $1.04 | 4.06% | Interest Income |
| 2008-10-31 | 2009-02-19 | Completed | 100% | $36.29 | $33.84 | -6.76% | Signal |
| 2008-10-09 | 2008-10-31 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2008-07-29 | 2008-10-09 | Completed | 100% | $40.62 | $37.36 | -8.03% | Stop |
| 2008-02-01 | 2008-07-29 | Interest | 100% | $1.00 | $1.02 | 1.84% | Interest Income |
| 2007-05-11 | 2008-02-01 | Completed | 100% | $35.72 | $37.03 | 3.68% | Signal |
| 2007-04-19 | 2007-05-11 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2007-04-13 | 2007-04-19 | Completed | 100% | $35.63 | $37.23 | 4.49% | Signal |
| 2006-10-06 | 2007-04-13 | Interest | 100% | $1.00 | $1.02 | 2.34% | Interest Income |
| 2006-10-04 | 2006-10-06 | Completed | 100% | $37.15 | $36.85 | -0.81% | Signal |
| 2006-08-01 | 2006-10-04 | Interest | 100% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2006-07-28 | 2006-08-01 | Completed | 100% | $35.25 | $35.15 | -0.27% | Signal |
| 2006-05-17 | 2006-07-28 | Interest | 100% | $1.00 | $1.01 | 0.99% | Interest Income |
| 2006-02-17 | 2006-05-17 | Completed | 100% | $32.96 | $33.60 | 1.96% | Signal |
| 2006-01-26 | 2006-02-17 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2004-11-11 | 2006-01-26 | Completed | 100% | $32.61 | $32.72 | 0.32% | Stop |
| 2003-04-01 | 2004-11-11 | Interest | 100% | $1.00 | $1.07 | 6.84% | Interest Income |
| 2003-02-20 | 2003-04-01 | Completed | 100% | $28.05 | $30.57 | 8.98% | Signal |
| 2003-01-28 | 2003-02-20 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2002-08-13 | 2003-01-28 | Completed | 100% | $28.26 | $27.78 | -1.71% | Stop |
| 2002-07-22 | 2002-08-13 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2002-07-16 | 2002-07-22 | Completed | 100% | $25.81 | $21.73 | -15.79% | Stop |
| 2002-06-21 | 2002-07-16 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2001-05-03 | 2002-06-21 | Completed | 100% | $25.11 | $28.34 | 12.86% | Stop |
| 2001-01-03 | 2001-05-03 | Interest | 100% | $1.00 | $1.02 | 1.64% | Interest Income |
| 2000-12-29 | 2001-01-03 | Completed | 100% | $26.84 | $26.38 | -1.73% | Signal |
| 2000-08-18 | 2000-12-29 | Interest | 100% | $1.00 | $1.02 | 2.03% | Interest Income |
| 2000-04-19 | 2000-08-18 | Completed | 100% | $20.66 | $24.76 | 19.85% | Signal |
| 2000-03-28 | 2000-04-19 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2000-03-06 | 2000-03-28 | Completed | 100% | $18.49 | $17.60 | -4.80% | Stop |
| 2000-02-10 | 2000-03-06 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2000-01-14 | 2000-02-10 | Completed | 100% | $23.72 | $20.16 | -15.04% | Stop |
| 1999-12-22 | 2000-01-14 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 1997-09-10 | 1999-12-22 | Completed | 100% | $14.16 | $22.95 | 62.03% | Stop |
| 1997-08-18 | 1997-09-10 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 1997-04-23 | 1997-08-18 | Completed | 100% | $14.38 | $14.00 | -2.68% | Stop |
| 1997-04-01 | 1997-04-23 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1994-10-27 | 1997-04-01 | Completed | 100% | $6.35 | $12.89 | 102.85% | Stop |
| 1993-08-25 | 1994-10-27 | Interest | 100% | $1.00 | $1.08 | 7.70% | Interest Income |
| 1993-08-23 | 1993-08-25 | Completed | 100% | $4.60 | $4.56 | -0.93% | Signal |
| 1993-06-21 | 1993-08-23 | Interest | 100% | $1.00 | $1.01 | 0.99% | Interest Income |
| 1993-06-17 | 1993-06-21 | Completed | 100% | $5.10 | $4.86 | -4.71% | Signal |
| 1993-01-08 | 1993-06-17 | Interest | 100% | $1.00 | $1.03 | 2.65% | Interest Income |
| 1992-10-28 | 1993-01-08 | Completed | 100% | $5.43 | $5.09 | -6.23% | Stop |
| 1992-10-06 | 1992-10-28 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 1992-07-13 | 1992-10-06 | Completed | 100% | $5.17 | $5.08 | -1.68% | Stop |
| 1992-06-18 | 1992-07-13 | Interest | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 1992-03-12 | 1992-06-18 | Completed | 100% | $5.33 | $4.78 | -10.30% | Stop |
| 1992-02-19 | 1992-03-12 | Interest | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 1991-07-08 | 1992-02-19 | Completed | 100% | $4.58 | $5.35 | 16.89% | Stop |
| 1991-06-13 | 1991-07-08 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
| 1990-09-18 | 1991-06-13 | Completed | 100% | $3.42 | $4.65 | 36.04% | Stop |
| 1990-08-24 | 1990-09-18 | Interest | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 1990-02-21 | 1990-08-24 | Completed | 100% | $2.84 | $3.35 | 17.60% | Stop |
| 1990-01-29 | 1990-02-21 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 1989-06-08 | 1990-01-29 | Completed | 100% | $2.73 | $2.83 | 3.51% | Stop |
| 1988-08-02 | 1989-06-08 | Interest | 100% | $1.00 | $1.07 | 6.74% | Interest Income |
| 1988-06-01 | 1988-08-02 | Completed | 100% | $2.00 | $2.07 | 3.67% | Signal |
| 1988-05-09 | 1988-06-01 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-11-06 | 1988-05-09 | Completed | 100% | $2.00 | $1.85 | -7.20% | Stop |
| 1987-10-15 | 1987-11-06 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-10-07 | 1987-10-15 | Completed | 100% | $1.56 | $2.12 | 35.82% | Stop |
| 1986-09-15 | 1986-10-07 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-03-12 | 1986-09-15 | Completed | 100% | $1.27 | $1.55 | 22.65% | Stop |
| 1986-02-18 | 1986-03-12 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1985-07-26 | 1986-02-18 | Completed | 100% | $1.14 | $1.15 | 0.05% | Stop |
| 1985-05-15 | 1985-07-26 | Interest | 100% | $1.00 | $1.02 | 1.53% | Interest Income |
| 1985-05-13 | 1985-05-15 | Completed | 100% | $1.10 | $1.11 | 0.81% | Signal |
| 1984-08-13 | 1985-05-13 | Interest | 100% | $1.00 | $1.06 | 5.90% | Interest Income |
| 1984-08-09 | 1984-08-13 | Completed | 100% | $0.73 | $0.74 | 0.79% | Signal |
| 1984-02-17 | 1984-08-09 | Interest | 100% | $1.00 | $1.04 | 3.71% | Interest Income |
| 1983-12-28 | 1984-02-17 | Completed | 100% | $0.92 | $0.82 | -11.05% | Stop |
| 1983-12-05 | 1983-12-28 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1983-08-23 | 1983-12-05 | Completed | 100% | $0.96 | $0.95 | -1.45% | Stop |
| 1983-08-01 | 1983-08-23 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1982-10-28 | 1983-08-01 | Completed | 100% | $0.95 | $0.99 | 4.32% | Stop |
| 1982-10-06 | 1982-10-28 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1982-03-31 | 1982-10-06 | Completed | 100% | $0.80 | $0.90 | 11.61% | Stop |
| 1982-03-09 | 1982-03-31 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1981-10-01 | 1982-03-09 | Completed | 100% | $0.71 | $0.74 | 3.90% | Stop |
| 1981-09-09 | 1981-10-01 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1981-07-29 | 1981-09-09 | Completed | 100% | $0.70 | $0.63 | -10.83% | Stop |
| 1981-07-07 | 1981-07-29 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1980-10-16 | 1981-07-07 | Completed | 100% | $0.56 | $0.71 | 25.98% | Stop |
| 1979-12-10 | 1980-10-16 | Interest | 100% | $1.00 | $1.07 | 6.77% | Interest Income |
| 1979-12-04 | 1979-12-10 | Completed | 100% | $0.52 | $0.53 | 1.32% | Signal |
| 1979-06-26 | 1979-12-04 | Interest | 100% | $1.00 | $1.03 | 3.45% | Interest Income |
| 1978-11-22 | 1979-06-26 | Completed | 100% | $0.52 | $0.49 | -6.33% | Signal |
| 1978-10-31 | 1978-11-22 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1978-09-29 | 1978-10-31 | Completed | 100% | $0.55 | $0.49 | -9.98% | Stop |
| 1978-03-15 | 1978-09-29 | Interest | 100% | $1.00 | $1.04 | 4.27% | Interest Income |
| 1978-03-13 | 1978-03-15 | Completed | 100% | $0.46 | $0.46 | -0.72% | Signal |
| 1977-01-04 | 1978-03-13 | Interest | 100% | $1.00 | $1.09 | 9.49% | Interest Income |
| 1976-12-31 | 1977-01-04 | Completed | 100% | $0.51 | $0.50 | -1.27% | Signal |
| 1975-02-13 | 1976-12-31 | Interest | 100% | $1.00 | $1.15 | 15.49% | Interest Income |
| 1975-02-11 | 1975-02-13 | Completed | 100% | $0.55 | $0.56 | 1.99% | Signal |
| 1974-03-18 | 1975-02-11 | Interest | 100% | $1.00 | $1.07 | 7.19% | Interest Income |
| 1974-03-14 | 1974-03-18 | Completed | 100% | $0.70 | $0.71 | 0.55% | Signal |
| 1973-11-09 | 1974-03-14 | Interest | 100% | $1.00 | $1.03 | 2.61% | Interest Income |
| 1973-06-14 | 1973-11-09 | Completed | 100% | $0.75 | $0.76 | 1.57% | Signal |
| 1973-05-22 | 1973-06-14 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1972-03-13 | 1973-05-22 | Completed | 100% | $0.67 | $0.70 | 3.92% | Stop |
| 1972-03-09 | 1972-03-13 | Interest | 100% | $1.00 | $1.00 | 0.03% | Interest Income |
Return Distribution Analysis
