MDY
S&P MidCap 400 ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
MDY Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 26.72% | 26.72% | 6.01% | 6.60% | 6.77% | 10.79% | 8.01% | 10.78% |
| Sharpe Ratio | 1.49 | 1.49 | 0.36 | 0.32 | 0.45 | 0.48 | 0.50 | 0.47 |
| Max Drawdown | -8.82% | -8.82% | -20.90% | -24.03% | -20.90% | -42.22% | -28.81% | -55.33% |
| % Time Invested | 100.0% | 100.0% | 72.6% | 100.0% | 65.7% | 100.0% | 72.6% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 1.0 | 0.0 | 1.0 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-07 | Open | Open | 100% | $460.25 | $653.32 | 41.95% | Mark-to-Market |
| 2025-03-14 | 2025-04-07 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2023-12-28 | 2025-03-14 | Completed | 100% | $497.98 | $521.04 | 4.63% | Stop |
| 2022-10-24 | 2023-12-28 | Interest | 100% | $1.00 | $1.05 | 4.64% | Interest Income |
| 2022-10-18 | 2022-10-24 | Completed | 100% | $411.42 | $406.19 | -1.27% | Signal |
| 2022-09-26 | 2022-10-18 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-05-25 | 2022-09-26 | Completed | 100% | $411.72 | $388.45 | -5.65% | Stop |
| 2022-05-03 | 2022-05-25 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2021-03-09 | 2022-05-03 | Completed | 100% | $440.26 | $435.89 | -0.99% | Stop |
| 2021-02-12 | 2021-03-09 | Interest | 100% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2021-02-10 | 2021-02-12 | Completed | 100% | $434.44 | $434.06 | -0.09% | Signal |
| 2020-04-15 | 2021-02-10 | Interest | 100% | $1.00 | $1.01 | 0.64% | Interest Income |
| 2020-03-24 | 2020-04-15 | Completed | 100% | $217.98 | $257.43 | 18.10% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-01-06 | 2020-03-02 | Completed | 100% | $344.50 | $308.86 | -10.35% | Stop |
| 2019-08-01 | 2020-01-06 | Interest | 100% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2019-01-10 | 2019-08-01 | Completed | 100% | $289.27 | $329.89 | 14.04% | Signal |
| 2018-12-17 | 2019-01-10 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-12-21 | 2018-12-17 | Completed | 100% | $273.17 | $286.46 | 4.87% | Stop |
| 2016-11-29 | 2016-12-21 | Interest | 100% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2016-11-15 | 2016-11-29 | Completed | 100% | $256.98 | $263.65 | 2.59% | Signal |
| 2016-04-14 | 2016-11-15 | Interest | 100% | $1.00 | $1.01 | 1.00% | Interest Income |
| 2016-02-10 | 2016-04-14 | Completed | 100% | $201.91 | $234.93 | 16.35% | Signal |
| 2016-01-19 | 2016-02-10 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-19 | Completed | 100% | $229.06 | $205.16 | -10.43% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-10-27 | 2015-08-25 | Completed | 100% | $137.26 | $222.63 | 62.20% | Stop |
| 2011-10-05 | 2011-10-27 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-29 | 2011-10-05 | Completed | 100% | $128.32 | $117.97 | -8.06% | Stop |
| 2011-08-05 | 2011-08-29 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-05 | Completed | 100% | $113.10 | $131.53 | 16.30% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-19 | 2010-05-07 | Completed | 100% | $117.01 | $115.37 | -1.41% | Stop |
| 2010-02-25 | 2010-03-19 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2010-02-23 | 2010-02-25 | Completed | 100% | $110.09 | $108.45 | -1.49% | Signal |
| 2009-09-18 | 2010-02-23 | Interest | 100% | $1.00 | $1.01 | 1.49% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 100% | $101.97 | $104.77 | 2.75% | Signal |
| 2008-07-15 | 2009-09-15 | Interest | 100% | $1.00 | $1.04 | 3.90% | Interest Income |
| 2008-02-04 | 2008-07-15 | Completed | 100% | $119.08 | $112.54 | -5.50% | Signal |
| 2008-01-10 | 2008-02-04 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2003-12-30 | 2008-01-10 | Completed | 100% | $80.88 | $114.90 | 42.07% | Stop |
| 2003-12-05 | 2003-12-30 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2003-12-03 | 2003-12-05 | Completed | 100% | $80.55 | $78.93 | -2.01% | Signal |
| 2003-11-10 | 2003-12-03 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2003-11-04 | 2003-11-10 | Completed | 100% | $77.35 | $78.32 | 1.26% | Signal |
| 2003-08-21 | 2003-11-04 | Interest | 100% | $1.00 | $1.01 | 0.88% | Interest Income |
| 2003-08-15 | 2003-08-21 | Completed | 100% | $69.12 | $70.98 | 2.69% | Signal |
| 2003-06-04 | 2003-08-15 | Interest | 100% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2003-06-02 | 2003-06-04 | Completed | 100% | $66.54 | $66.15 | -0.58% | Signal |
| 2001-11-05 | 2003-06-02 | Interest | 100% | $1.00 | $1.07 | 7.02% | Interest Income |
| 2001-10-10 | 2001-11-05 | Completed | 100% | $59.91 | $63.81 | 6.51% | Signal |
| 2001-09-18 | 2001-10-10 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2001-04-10 | 2001-09-18 | Completed | 100% | $62.46 | $60.83 | -2.61% | Stop |
| 2001-03-19 | 2001-04-10 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2000-05-10 | 2001-03-19 | Completed | 100% | $64.51 | $62.84 | -2.60% | Stop |
| 2000-04-17 | 2000-05-10 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 1998-11-02 | 2000-04-17 | Completed | 100% | $45.44 | $57.36 | 26.23% | Stop |
| 1998-10-09 | 1998-11-02 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 1998-09-03 | 1998-10-09 | Completed | 100% | $38.25 | $38.00 | -0.66% | Stop |
| 1998-08-12 | 1998-09-03 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 1997-04-25 | 1998-08-12 | Completed | 100% | $33.49 | $44.07 | 31.61% | Stop |
| 1997-04-23 | 1997-04-25 | Interest | 100% | $1.00 | $1.00 | 0.03% | Interest Income |
Return Distribution Analysis
