Moving Average (50/200)
JPM
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-09
Trading Style:
Methodology:

JPM Quality Metrics & KPI Summary

MetricStrategyBuy & HoldDescription
CAGR 7.83% 12.81% Compound Annual Growth Rate. Measures the mean annual growth rate of an investment over a specified period of time longer than one year.
Sharpe Ratio 0.38 0.34 A measure of risk-adjusted return. Higher indicates better return per unit of volatility.
Max Drawdown -62.59% -74.02% The maximum loss from a peak to a trough of a portfolio, before a new peak is attained.
% Time Invested 60.2% 100.0% The percentage of total simulation time where the strategy held a long position in the asset.
Trades / Year 1.7 0.0 The average number of trade executions per calendar year. Low turnover reduces slippage and tax drag.

Trade History

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
2025-05-01 2026-03-09 COMPLETED 100% $238.21 $284.05 19.24% Stop
2025-04-08 2025-05-01 INTEREST 100% $1.00 $1.00 0.27% Interest Income
2025-04-02 2025-04-08 COMPLETED 100% $235.54 $219.26 -6.91% Stop
2025-03-11 2025-04-02 INTEREST 100% $1.00 $1.00 0.27% Interest Income
2022-12-05 2025-03-11 COMPLETED 100% $123.48 $225.94 82.97% Stop
2022-01-24 2022-12-05 INTEREST 100% $1.00 $1.03 2.57% Interest Income
2020-11-12 2022-01-24 COMPLETED 100% $97.89 $127.63 30.39% Stop
2020-03-30 2020-11-12 INTEREST 100% $1.00 $1.00 0.44% Interest Income
2020-03-24 2020-03-30 COMPLETED 100% $71.72 $76.58 6.77% Signal
2020-03-02 2020-03-24 INTEREST 100% $1.00 $1.00 0.06% Interest Income
2019-05-07 2020-03-02 COMPLETED 100% $94.29 $98.53 4.50% Stop
2018-11-26 2019-05-07 INTEREST 100% $1.00 $1.01 1.16% Interest Income
2016-05-27 2018-11-26 COMPLETED 100% $49.98 $87.68 75.44% Signal
2016-01-14 2016-05-27 INTEREST 100% $1.00 $1.01 0.68% Interest Income
2015-12-02 2016-01-14 COMPLETED 100% $51.26 $44.25 -13.68% Stop
2015-10-22 2015-12-02 INTEREST 100% $1.00 $1.00 0.24% Interest Income
2015-09-17 2015-10-22 COMPLETED 100% $48.12 $47.17 -1.98% Signal
2015-08-25 2015-09-17 INTEREST 100% $1.00 $1.00 0.14% Interest Income
2012-09-26 2015-08-25 COMPLETED 100% $27.78 $47.34 70.43% Stop
2012-07-10 2012-09-26 INTEREST 100% $1.00 $1.00 0.36% Interest Income
2012-06-06 2012-07-10 COMPLETED 100% $22.44 $23.68 5.49% Signal
2012-05-14 2012-06-06 INTEREST 100% $1.00 $1.00 0.11% Interest Income
2012-02-27 2012-05-14 COMPLETED 100% $25.95 $24.77 -4.55% Stop
2011-07-11 2012-02-27 INTEREST 100% $1.00 $1.01 1.35% Interest Income
2011-06-29 2011-07-11 COMPLETED 100% $26.70 $26.96 0.99% Signal
2011-06-07 2011-06-29 INTEREST 100% $1.00 $1.00 0.19% Interest Income
2011-01-07 2011-06-07 COMPLETED 100% $29.54 $27.29 -7.63% Stop
2010-06-09 2011-01-07 INTEREST 100% $1.00 $1.02 1.68% Interest Income
2010-06-01 2010-06-09 COMPLETED 100% $25.98 $25.21 -2.98% Signal
2010-05-07 2010-06-01 INTEREST 100% $1.00 $1.00 0.21% Interest Income
2010-03-03 2010-05-07 COMPLETED 100% $27.49 $27.11 -1.38% Stop
2010-02-08 2010-03-03 INTEREST 100% $1.00 $1.00 0.23% Interest Income
2010-01-14 2010-02-08 COMPLETED 100% $29.17 $25.27 -13.37% Stop
2009-12-21 2010-01-14 INTEREST 100% $1.00 $1.00 0.24% Interest Income
2009-05-29 2009-12-21 COMPLETED 100% $23.90 $27.39 14.61% Stop
2008-06-09 2009-05-29 INTEREST 100% $1.00 $1.03 3.22% Interest Income
2008-05-13 2008-06-09 COMPLETED 100% $29.93 $25.65 -14.29% Stop
2007-07-26 2008-05-13 INTEREST 100% $1.00 $1.03 3.24% Interest Income
2006-07-10 2007-07-26 COMPLETED 100% $25.64 $27.49 7.21% Stop
2006-06-15 2006-07-10 INTEREST 100% $1.00 $1.00 0.32% Interest Income
2005-11-15 2006-06-15 COMPLETED 100% $22.36 $23.98 7.24% Stop
2005-03-10 2005-11-15 INTEREST 100% $1.00 $1.03 2.93% Interest Income
2004-09-23 2005-03-10 COMPLETED 100% $22.31 $20.82 -6.64% Signal
2004-06-25 2004-09-23 INTEREST 100% $1.00 $1.01 1.05% Interest Income
2004-06-03 2004-06-25 COMPLETED 100% $20.66 $21.01 1.70% Signal
2004-05-11 2004-06-03 INTEREST 100% $1.00 $1.00 0.29% Interest Income
2003-04-15 2004-05-11 COMPLETED 100% $14.21 $19.97 40.53% Stop
2002-07-11 2003-04-15 INTEREST 100% $1.00 $1.03 3.06% Interest Income
2002-07-02 2002-07-11 COMPLETED 100% $15.88 $15.36 -3.29% Signal
2002-06-10 2002-07-02 INTEREST 100% $1.00 $1.00 0.30% Interest Income
2002-05-22 2002-06-10 COMPLETED 100% $19.00 $17.04 -10.31% Stop
2001-07-12 2002-05-22 INTEREST 100% $1.00 $1.04 4.19% Interest Income
2001-06-04 2001-07-12 COMPLETED 100% $23.81 $20.89 -12.27% Stop
2001-04-17 2001-06-04 INTEREST 100% $1.00 $1.01 0.68% Interest Income
2001-04-06 2001-04-17 COMPLETED 100% $20.32 $22.00 8.29% Signal
2001-03-15 2001-04-06 INTEREST 100% $1.00 $1.00 0.30% Interest Income
2001-02-08 2001-03-15 COMPLETED 100% $25.35 $21.75 -14.20% Stop
2000-09-18 2001-02-08 INTEREST 100% $1.00 $1.02 2.12% Interest Income
2000-09-08 2000-09-18 COMPLETED 100% $27.16 $23.46 -13.63% Stop
2000-06-08 2000-09-08 INTEREST 100% $1.00 $1.01 1.48% Interest Income
2000-04-28 2000-06-08 COMPLETED 100% $23.48 $24.56 4.63% Signal
2000-04-05 2000-04-28 INTEREST 100% $1.00 $1.00 0.37% Interest Income
2000-03-20 2000-04-05 COMPLETED 100% $28.31 $26.64 -5.90% Stop
2000-01-11 2000-03-20 INTEREST 100% $1.00 $1.01 1.19% Interest Income
1999-12-29 2000-01-11 COMPLETED 100% $24.14 $22.02 -8.80% Signal
1999-10-08 1999-12-29 INTEREST 100% $1.00 $1.01 1.33% Interest Income
1999-09-02 1999-10-08 COMPLETED 100% $25.16 $23.32 -7.29% Signal
1999-08-11 1999-09-02 INTEREST 100% $1.00 $1.00 0.37% Interest Income
1999-06-18 1999-08-11 COMPLETED 100% $24.65 $23.37 -5.20% Stop
1999-05-26 1999-06-18 INTEREST 100% $1.00 $1.00 0.36% Interest Income
1999-01-08 1999-05-26 COMPLETED 100% $23.60 $22.77 -3.51% Stop
1998-09-11 1999-01-08 INTEREST 100% $1.00 $1.01 1.50% Interest Income
1998-09-03 1998-09-11 COMPLETED 100% $15.49 $12.42 -19.85% Stop
1998-08-12 1998-09-03 INTEREST 100% $1.00 $1.00 0.33% Interest Income
1998-02-05 1998-08-12 COMPLETED 100% $17.29 $20.33 17.59% Stop
1998-01-13 1998-02-05 INTEREST 100% $1.00 $1.00 0.34% Interest Income
1997-12-08 1998-01-13 COMPLETED 100% $17.58 $15.56 -11.51% Stop
1997-11-13 1997-12-08 INTEREST 100% $1.00 $1.00 0.36% Interest Income
1997-04-23 1997-11-13 COMPLETED 100% $12.93 $15.77 21.98% Stop
1997-04-01 1997-04-23 INTEREST 100% $1.00 $1.00 0.42% Interest Income
1996-02-02 1997-04-01 COMPLETED 100% $9.39 $13.65 45.38% Stop
1996-01-11 1996-02-02 INTEREST 100% $1.00 $1.00 0.35% Interest Income
1995-11-20 1996-01-11 COMPLETED 100% $8.35 $7.81 -6.44% Stop
1995-10-27 1995-11-20 INTEREST 100% $1.00 $1.00 0.37% Interest Income
1995-01-20 1995-10-27 COMPLETED 100% $5.15 $7.96 54.45% Stop
1994-10-13 1995-01-20 INTEREST 100% $1.00 $1.02 2.06% Interest Income
1994-07-21 1994-10-13 COMPLETED 100% $5.06 $5.09 0.58% Signal
1993-12-20 1994-07-21 INTEREST 100% $1.00 $1.04 3.80% Interest Income
1993-11-29 1993-12-20 COMPLETED 100% $4.95 $5.18 4.62% Signal
1993-11-04 1993-11-29 INTEREST 100% $1.00 $1.00 0.35% Interest Income
1993-05-19 1993-11-04 COMPLETED 100% $4.68 $5.23 11.66% Stop
1993-04-27 1993-05-19 INTEREST 100% $1.00 $1.00 0.37% Interest Income
1992-12-10 1993-04-27 COMPLETED 100% $4.62 $4.78 3.34% Stop
1992-11-17 1992-12-10 INTEREST 100% $1.00 $1.00 0.42% Interest Income
1992-11-13 1992-11-17 COMPLETED 100% $4.65 $4.61 -1.02% Signal
1992-10-06 1992-11-13 INTEREST 100% $1.00 $1.01 0.73% Interest Income
1992-09-02 1992-10-06 COMPLETED 100% $4.19 $4.02 -3.97% Signal
1992-08-11 1992-09-02 INTEREST 100% $1.00 $1.00 0.40% Interest Income
1992-05-04 1992-08-11 COMPLETED 100% $4.46 $4.11 -7.97% Stop
1992-04-09 1992-05-04 INTEREST 100% $1.00 $1.00 0.46% Interest Income
1992-01-27 1992-04-09 COMPLETED 100% $3.50 $3.72 6.24% Stop
1992-01-03 1992-01-27 INTEREST 100% $1.00 $1.00 0.43% Interest Income
1991-12-23 1992-01-03 COMPLETED 100% $2.47 $2.93 18.75% Signal
1991-11-29 1991-12-23 INTEREST 100% $1.00 $1.00 0.44% Interest Income
1991-10-25 1991-11-29 COMPLETED 100% $2.90 $2.60 -10.47% Stop
1991-10-03 1991-10-25 INTEREST 100% $1.00 $1.00 0.46% Interest Income
1991-06-07 1991-10-03 COMPLETED 100% $2.77 $2.95 6.39% Stop
1991-05-15 1991-06-07 INTEREST 100% $1.00 $1.00 0.50% Interest Income
1991-04-08 1991-05-15 COMPLETED 100% $2.28 $2.20 -3.27% Stop
1989-12-08 1991-04-08 INTEREST 100% $1.00 $1.11 11.31% Interest Income
1989-11-15 1989-12-08 COMPLETED 100% $3.35 $3.35 -0.00% Signal
1989-10-24 1989-11-15 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1988-06-27 1989-10-24 COMPLETED 100% $2.91 $3.65 25.37% Stop
1988-06-03 1988-06-27 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1988-05-31 1988-06-03 COMPLETED 100% $2.58 $2.74 6.25% Signal
1987-04-15 1988-05-31 INTEREST 100% $1.00 $1.09 8.99% Interest Income
1987-02-19 1987-04-15 COMPLETED 100% $4.02 $3.47 -13.75% Stop
1987-01-15 1987-02-19 INTEREST 100% $1.00 $1.01 0.73% Interest Income
1987-01-13 1987-01-15 COMPLETED 100% $3.82 $3.80 -0.54% Signal
1986-09-09 1987-01-13 INTEREST 100% $1.00 $1.03 2.67% Interest Income
1986-08-07 1986-09-09 COMPLETED 100% $3.76 $3.76 0.06% Signal
1986-07-16 1986-08-07 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1986-02-18 1986-07-16 COMPLETED 100% $3.53 $3.73 5.75% Stop
1986-01-24 1986-02-18 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1985-12-06 1986-01-24 COMPLETED 100% $3.40 $3.30 -2.91% Stop
1985-10-15 1985-12-06 INTEREST 100% $1.00 $1.01 1.13% Interest Income
1985-10-10 1985-10-15 COMPLETED 100% $2.94 $3.02 2.64% Signal
1985-09-16 1985-10-10 INTEREST 100% $1.00 $1.01 0.52% Interest Income
1984-10-11 1985-09-16 COMPLETED 100% $2.07 $2.80 35.35% Stop
1984-09-19 1984-10-11 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1984-09-17 1984-09-19 COMPLETED 100% $2.28 $2.26 -0.80% Signal
1984-05-23 1984-09-17 INTEREST 100% $1.00 $1.02 2.46% Interest Income
1984-05-03 1984-05-23 COMPLETED 100% $2.29 $1.97 -14.07% Stop
1984-04-10 1984-05-03 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1984-02-15 1984-04-10 COMPLETED 100% $2.26 $2.00 -11.49% Stop
1983-09-16 1984-02-15 INTEREST 100% $1.00 $1.03 3.23% Interest Income
1983-07-22 1983-09-16 COMPLETED 100% $2.31 $1.99 -13.79% Stop
1983-06-29 1983-07-22 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1983-01-10 1983-06-29 COMPLETED 100% $1.83 $2.09 13.98% Stop
1982-12-16 1983-01-10 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1982-10-14 1982-12-16 COMPLETED 100% $1.79 $1.82 1.27% Stop
1982-05-10 1982-10-14 INTEREST 100% $1.00 $1.03 3.39% Interest Income
1982-04-22 1982-05-10 COMPLETED 100% $1.62 $1.54 -4.91% Signal
1982-01-15 1982-04-22 INTEREST 100% $1.00 $1.02 2.05% Interest Income
1981-11-20 1982-01-15 COMPLETED 100% $1.64 $1.47 -10.44% Stop
1981-09-10 1981-11-20 INTEREST 100% $1.00 $1.02 1.56% Interest Income
1981-08-13 1981-09-10 COMPLETED 100% $1.67 $1.44 -13.86% Stop
1981-07-22 1981-08-13 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1980-12-31 1981-07-22 COMPLETED 100% $1.27 $1.59 25.15% Stop
1980-12-29 1980-12-31 INTEREST 100% $1.00 $1.00 0.03% Interest Income

Return Distribution Analysis

Return Distribution
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