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DASHBOARDS: Portfolio Hub Market Pulse Performance

MDT

Medtronic Plc
TREND FOLLOWING PERFORMANCE HISTORY
2026-07-26
Executive Summary
The quantitative backtest for MDT (Medtronic Plc) using the Moving Average (50/200)* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -57.6% (compared to the benchmark's drawdown of -61.1%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 9.0%, compared to a Buy-and-Hold benchmark return of 12.9%. The strategy executed 84 total trades.

* Moving Average (50/200): Classic Moving Average Crossover (e.g., 50-day crossing 200-day). The foundational basis of research-grade trend following.

MDT Quality Metrics & KPI Summary

Metric1Y5Y10YFull History
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
CAGR0.05%-6.94%-6.55%-5.35%-2.05%2.20%8.97%12.89%
Sharpe Ratio0.00-0.31-0.45-0.25-0.130.090.400.41
Max Drawdown-14.93%-28.90%-38.82%-45.10%-38.82%-45.10%-57.58%-61.14%
% Time Invested65.1%100.0%53.0%100.0%60.3%100.0%64.9%100.0%
Trades / Year1.00.01.40.01.40.01.60.0

Cumulative Growth Performance

Return Distribution Analysis

Return Distribution

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 DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
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2026-04-06 2026-04-13 Completed 100% $85.66 $86.22 0.61% Signal
2026-03-12 2026-04-06 Interest (CASH) 100% $1.00 $1.00 0.23% Interest Income
2025-07-21 2026-03-12 Completed 100% $86.61 $87.86 1.39% Stop
2025-05-22 2025-07-21 Interest (CASH) 100% $1.00 $1.01 0.67% Interest Income
2025-05-05 2025-05-22 Completed 100% $81.29 $79.99 -1.64% Signal
2025-04-10 2025-05-05 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
2024-08-26 2025-04-10 Completed 100% $83.05 $81.48 -1.94% Stop
2024-08-02 2024-08-26 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
2024-01-11 2024-08-02 Completed 100% $80.25 $75.97 -5.39% Signal
2023-10-04 2024-01-11 Interest (CASH) 100% $1.00 $1.01 1.46% Interest Income
2023-05-15 2023-10-04 Completed 100% $80.11 $70.29 -12.30% Stop
2022-11-09 2023-05-15 Interest (CASH) 100% $1.00 $1.02 2.36% Interest Income
2022-11-01 2022-11-09 Completed 100% $77.27 $70.98 -8.19% Stop
2021-11-23 2022-11-01 Interest (CASH) 100% $1.00 $1.01 1.37% Interest Income
2020-09-22 2021-11-23 Completed 100% $87.47 $96.82 10.63% Signal
2020-03-27 2020-09-22 Interest (CASH) 100% $1.00 $1.00 0.06% Interest Income
2020-03-23 2020-03-27 Completed 100% $62.58 $73.69 17.69% Signal
2020-02-28 2020-03-23 Interest (CASH) 100% $1.00 $1.00 0.03% Interest Income
2019-06-26 2020-02-28 Completed 100% $80.18 $81.84 2.01% Stop
2019-02-07 2019-06-26 Interest (CASH) 100% $1.00 $1.01 0.91% Interest Income
2019-01-31 2019-02-07 Completed 100% $71.06 $71.60 0.71% Signal
2019-01-08 2019-01-31 Interest (CASH) 100% $1.00 $1.00 0.15% Interest Income
2018-05-16 2019-01-08 Completed 100% $67.62 $67.45 -0.31% Stop
2018-04-04 2018-05-16 Interest (CASH) 100% $1.00 $1.00 0.22% Interest Income
2018-01-22 2018-04-04 Completed 100% $68.79 $61.84 -10.15% Signal
2017-10-11 2018-01-22 Interest (CASH) 100% $1.00 $1.00 0.35% Interest Income
2017-02-21 2017-10-11 Completed 100% $62.29 $61.01 -2.10% Signal
2016-11-23 2017-02-21 Interest (CASH) 100% $1.00 $1.00 0.12% Interest Income
2015-12-14 2016-11-23 Completed 100% $58.15 $56.71 -2.53% Stop
2015-08-25 2015-12-14 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2012-01-23 2015-08-25 Completed 100% $27.77 $55.00 97.95% Stop
2011-07-19 2012-01-23 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2011-02-03 2011-07-19 Completed 100% $26.08 $25.29 -3.09% Stop
2010-06-24 2011-02-03 Interest (CASH) 100% $1.00 $1.00 0.09% Interest Income
2010-06-22 2010-06-24 Completed 100% $25.91 $25.03 -3.44% Signal
2010-05-28 2010-06-22 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2009-07-14 2010-05-28 Completed 100% $22.07 $26.35 19.32% Stop
2009-06-08 2009-07-14 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2009-06-03 2009-06-08 Completed 100% $23.47 $22.32 -4.94% Stop
2008-10-07 2009-06-03 Interest (CASH) 100% $1.00 $1.00 0.15% Interest Income
2008-06-23 2008-10-07 Completed 100% $32.93 $30.36 -7.85% Stop
2007-11-19 2008-06-23 Interest (CASH) 100% $1.00 $1.01 1.23% Interest Income
2007-11-07 2007-11-19 Completed 100% $29.76 $29.07 -2.37% Signal
2007-10-16 2007-11-07 Interest (CASH) 100% $1.00 $1.00 0.24% Interest Income
2006-10-09 2007-10-16 Completed 100% $31.22 $32.00 2.46% Stop
2006-03-29 2006-10-09 Interest (CASH) 100% $1.00 $1.03 2.59% Interest Income
2005-02-09 2006-03-29 Completed 100% $33.53 $32.78 -2.27% Signal
2005-01-18 2005-02-09 Interest (CASH) 100% $1.00 $1.00 0.15% Interest Income
2003-12-04 2005-01-18 Completed 100% $28.97 $31.68 9.30% Signal
2003-11-04 2003-12-04 Interest (CASH) 100% $1.00 $1.00 0.08% Interest Income
2003-10-29 2003-11-04 Completed 100% $29.05 $27.82 -4.28% Signal
2003-10-07 2003-10-29 Interest (CASH) 100% $1.00 $1.00 0.06% Interest Income
2002-11-13 2003-10-07 Completed 100% $28.99 $27.76 -4.29% Stop
2002-04-26 2002-11-13 Interest (CASH) 100% $1.00 $1.01 0.92% Interest Income
2002-03-28 2002-04-26 Completed 100% $27.45 $27.46 -0.03% Signal
2002-03-06 2002-03-28 Interest (CASH) 100% $1.00 $1.00 0.12% Interest Income
2001-12-31 2002-03-06 Completed 100% $31.44 $27.31 -13.19% Stop
2001-08-02 2001-12-31 Interest (CASH) 100% $1.00 $1.01 0.94% Interest Income
2001-07-23 2001-08-02 Completed 100% $29.99 $28.67 -4.44% Stop
2001-03-16 2001-07-23 Interest (CASH) 100% $1.00 $1.01 1.31% Interest Income
2001-03-05 2001-03-16 Completed 100% $30.13 $29.40 -2.49% Signal
2001-02-08 2001-03-05 Interest (CASH) 100% $1.00 $1.00 0.31% Interest Income
2000-12-13 2001-02-08 Completed 100% $33.31 $31.05 -6.85% Stop
2000-11-20 2000-12-13 Interest (CASH) 100% $1.00 $1.00 0.38% Interest Income
2000-10-13 2000-11-20 Completed 100% $32.32 $29.34 -9.27% Stop
2000-09-21 2000-10-13 Interest (CASH) 100% $1.00 $1.00 0.38% Interest Income
2000-06-16 2000-09-21 Completed 100% $30.73 $29.16 -5.16% Stop
2000-05-24 2000-06-16 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
2000-05-10 2000-05-24 Completed 100% $33.21 $29.59 -10.95% Stop
2000-04-17 2000-05-10 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
1999-12-08 2000-04-17 Completed 100% $22.53 $29.13 29.23% Stop
1999-10-29 1999-12-08 Interest (CASH) 100% $1.00 $1.01 0.55% Interest Income
1999-10-19 1999-10-29 Completed 100% $21.92 $21.58 -1.61% Signal
1999-09-24 1999-10-19 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1999-09-01 1999-09-24 Completed 100% $23.80 $20.87 -12.34% Stop
1999-08-10 1999-09-01 Interest (CASH) 100% $1.00 $1.00 0.30% Interest Income
1999-06-18 1999-08-10 Completed 100% $22.42 $20.34 -9.35% Stop
1999-05-26 1999-06-18 Interest (CASH) 100% $1.00 $1.00 0.29% Interest Income
1999-03-12 1999-05-26 Completed 100% $20.33 $19.21 -5.56% Stop
1999-02-18 1999-03-12 Interest (CASH) 100% $1.00 $1.00 0.29% Interest Income
1998-11-02 1999-02-18 Completed 100% $19.25 $22.91 18.94% Stop
1998-10-09 1998-11-02 Interest (CASH) 100% $1.00 $1.00 0.25% Interest Income
1998-08-28 1998-10-09 Completed 100% $17.19 $15.46 -10.07% Stop
1998-08-06 1998-08-28 Interest (CASH) 100% $1.00 $1.00 0.31% Interest Income
1998-05-20 1998-08-06 Completed 100% $15.69 $15.98 1.74% Stop
1998-04-28 1998-05-20 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1997-11-19 1998-04-28 Completed 100% $14.11 $15.17 7.39% Stop
1997-10-28 1997-11-19 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
1997-04-17 1997-10-28 Completed 100% $9.77 $12.27 25.49% Stop
1997-03-25 1997-04-17 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
1996-09-19 1997-03-25 Completed 100% $9.33 $9.28 -0.57% Stop
1996-06-12 1996-09-19 Interest (CASH) 100% $1.00 $1.01 1.41% Interest Income
1996-05-06 1996-06-12 Completed 100% $7.48 $8.40 12.19% Signal
1996-04-12 1996-05-06 Interest (CASH) 100% $1.00 $1.00 0.31% Interest Income
1996-02-02 1996-04-12 Completed 100% $8.52 $8.08 -5.21% Stop
1996-01-11 1996-02-02 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1995-12-11 1996-01-11 Completed 100% $8.12 $7.06 -13.04% Stop
1995-11-16 1995-12-11 Interest (CASH) 100% $1.00 $1.00 0.34% Interest Income
1994-05-03 1995-11-16 Completed 100% $2.76 $8.06 191.94% Stop
1994-04-08 1994-05-03 Interest (CASH) 100% $1.00 $1.00 0.24% Interest Income
1993-11-11 1994-04-08 Completed 100% $2.70 $2.73 1.05% Stop
1993-02-22 1993-11-11 Interest (CASH) 100% $1.00 $1.02 2.22% Interest Income
1993-02-01 1993-02-22 Completed 100% $3.30 $2.68 -18.60% Stop
1993-01-08 1993-02-01 Interest (CASH) 100% $1.00 $1.00 0.19% Interest Income
1992-09-08 1993-01-08 Completed 100% $3.05 $3.19 4.28% Stop
1992-08-14 1992-09-08 Interest (CASH) 100% $1.00 $1.00 0.20% Interest Income
1992-08-04 1992-08-14 Completed 100% $2.94 $2.69 -8.26% Signal
1992-04-24 1992-08-04 Interest (CASH) 100% $1.00 $1.01 0.98% Interest Income
1992-04-15 1992-04-24 Completed 100% $2.76 $2.40 -13.20% Stop
1992-03-24 1992-04-15 Interest (CASH) 100% $1.00 $1.00 0.25% Interest Income
1992-02-10 1992-03-24 Completed 100% $3.13 $2.69 -14.25% Stop
1992-01-17 1992-02-10 Interest (CASH) 100% $1.00 $1.00 0.24% Interest Income
1991-01-31 1992-01-17 Completed 100% $1.68 $3.07 82.89% Stop
1991-01-09 1991-01-31 Interest (CASH) 100% $1.00 $1.00 0.39% Interest Income
1990-03-13 1991-01-09 Completed 100% $1.12 $1.44 27.84% Stop
1990-02-16 1990-03-13 Interest (CASH) 100% $1.00 $1.00 0.49% Interest Income
1989-11-08 1990-02-16 Completed 100% $1.07 $1.08 0.42% Stop
1989-10-17 1989-11-08 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1989-02-03 1989-10-17 Completed 100% $0.73 $1.09 49.14% Stop
1988-12-14 1989-02-03 Interest (CASH) 100% $1.00 $1.01 1.05% Interest Income
1988-11-07 1988-12-14 Completed 100% $0.70 $0.65 -7.26% Signal
1988-04-05 1988-11-07 Interest (CASH) 100% $1.00 $1.05 4.62% Interest Income
1987-11-20 1988-04-05 Completed 100% $0.69 $0.74 6.93% Stop
1987-10-19 1987-11-20 Interest (CASH) 100% $1.00 $1.01 0.72% Interest Income
1986-10-06 1987-10-19 Completed 100% $0.69 $0.75 7.92% Stop
1986-09-12 1986-10-06 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1985-05-21 1986-09-12 Completed 100% $0.24 $0.65 169.48% Stop
1985-04-29 1985-05-21 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1985-02-08 1985-04-29 Completed 100% $0.27 $0.23 -13.35% Stop
1983-09-07 1985-02-08 Interest (CASH) 100% $1.00 $1.11 11.40% Interest Income
1983-08-24 1983-09-07 Completed 100% $0.38 $0.37 -4.21% Signal
1983-08-02 1983-08-24 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1983-06-15 1983-08-02 Completed 100% $0.47 $0.41 -13.56% Stop
1983-05-23 1983-06-15 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1983-05-03 1983-05-23 Completed 100% $0.34 $0.41 20.06% Signal
1983-04-11 1983-05-03 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1983-03-07 1983-04-11 Completed 100% $0.42 $0.34 -19.02% Stop
1983-02-10 1983-03-07 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1982-10-18 1983-02-10 Completed 100% $0.36 $0.38 7.49% Stop
1982-09-20 1982-10-18 Interest (CASH) 100% $1.00 $1.01 0.60% Interest Income
1982-08-18 1982-09-20 Completed 100% $0.31 $0.32 3.79% Signal
1982-07-27 1982-08-18 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1982-04-08 1982-07-27 Completed 100% $0.30 $0.31 1.93% Stop
1982-03-17 1982-04-08 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1981-12-15 1982-03-17 Completed 100% $0.30 $0.27 -12.87% Stop
1981-05-06 1981-12-15 Interest (CASH) 100% $1.00 $1.05 4.75% Interest Income
1981-04-06 1981-05-06 Completed 100% $0.31 $0.30 -5.34% Stop
1981-02-18 1981-04-06 Interest (CASH) 100% $1.00 $1.01 0.99% Interest Income
1981-02-13 1981-02-18 Completed 100% $0.25 $0.26 3.82% Signal
1981-01-22 1981-02-13 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1980-12-18 1981-01-22 Completed 100% $0.32 $0.29 -9.25% Stop
1980-11-25 1980-12-18 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1980-03-31 1980-11-25 Completed 100% $0.23 $0.35 54.23% Stop
1980-03-07 1980-03-31 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1979-03-21 1980-03-07 Completed 100% $0.14 $0.23 66.82% Stop
1979-02-27 1979-03-21 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1978-11-13 1979-02-27 Completed 100% $0.11 $0.12 10.71% Stop
1978-10-20 1978-11-13 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1978-05-10 1978-10-20 Completed 100% $0.08 $0.13 61.13% Stop
1977-09-19 1978-05-10 Interest (CASH) 100% $1.00 $1.05 4.97% Interest Income
1977-03-07 1977-09-19 Completed 100% $0.11 $0.09 -14.46% Stop
1976-05-26 1977-03-07 Interest (CASH) 100% $1.00 $1.06 6.04% Interest Income
1976-04-21 1976-05-26 Completed 100% $0.13 $0.11 -13.02% Stop
1975-09-25 1976-04-21 Interest (CASH) 100% $1.00 $1.04 4.40% Interest Income
1975-08-19 1975-09-25 Completed 100% $0.13 $0.13 5.29% Signal
1975-07-28 1975-08-19 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1975-07-15 1975-07-28 Completed 100% $0.17 $0.14 -15.16% Stop
1975-07-11 1975-07-15 Interest (CASH) 100% $1.00 $1.00 0.03% Interest Income