Moving Average (50/200)
MS
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-08
Trading Style:
Methodology:

MS Quality Metrics & KPI Summary

MetricStrategyBuy & HoldDescription
CAGR 8.84% 11.96% 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 0.26 A measure of risk-adjusted return. Higher indicates better return per unit of volatility.
Max Drawdown -41.11% -88.12% The maximum loss from a peak to a trough of a portfolio, before a new peak is attained.
% Time Invested 55.1% 100.0% The percentage of total simulation time where the strategy held a long position in the asset.
Trades / Year 2.0 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
2026-03-26 2026-04-07 OPEN 100% $164.65 $168.43 2.30% Mark-to-Market
2026-03-04 2026-03-26 INTEREST 100% $1.00 $1.00 0.26% Interest Income
2025-06-13 2026-03-04 COMPLETED 100% $127.80 $167.58 31.12% Stop
2025-05-06 2025-06-13 INTEREST 100% $1.00 $1.00 0.47% Interest Income
2025-04-30 2025-05-06 COMPLETED 100% $111.04 $115.65 4.16% Signal
2025-04-07 2025-04-30 INTEREST 100% $1.00 $1.00 0.27% Interest Income
2025-03-27 2025-04-07 COMPLETED 100% $115.82 $93.75 -19.05% Stop
2025-03-05 2025-03-27 INTEREST 100% $1.00 $1.00 0.27% Interest Income
2024-01-16 2025-03-05 COMPLETED 100% $80.97 $118.81 46.74% Stop
2023-12-20 2024-01-16 INTEREST 100% $1.00 $1.00 0.25% Interest Income
2023-12-18 2023-12-20 COMPLETED 100% $85.56 $85.37 -0.22% Signal
2023-09-26 2023-12-18 INTEREST 100% $1.00 $1.01 1.03% Interest Income
2023-09-22 2023-09-26 COMPLETED 100% $78.60 $75.69 -3.70% Signal
2023-05-16 2023-09-22 INTEREST 100% $1.00 $1.01 1.38% Interest Income
2023-04-10 2023-05-16 COMPLETED 100% $76.05 $75.58 -0.61% Signal
2023-03-16 2023-04-10 INTEREST 100% $1.00 $1.00 0.22% Interest Income
2022-12-02 2023-03-16 COMPLETED 100% $82.55 $76.59 -7.22% Stop
2022-02-25 2022-12-02 INTEREST 100% $1.00 $1.02 2.38% Interest Income
2020-07-16 2022-02-25 COMPLETED 100% $43.11 $80.48 86.69% Stop
2020-06-12 2020-07-16 INTEREST 100% $1.00 $1.00 0.06% Interest Income
2020-06-10 2020-06-12 COMPLETED 100% $41.81 $39.08 -6.54% Stop
2020-04-03 2020-06-10 INTEREST 100% $1.00 $1.00 0.13% Interest Income
2020-03-19 2020-04-03 COMPLETED 100% $25.14 $27.80 10.58% Signal
2020-02-26 2020-03-19 INTEREST 100% $1.00 $1.00 0.06% Interest Income
2019-11-18 2020-02-26 COMPLETED 100% $40.20 $39.95 -0.62% Stop
2019-10-25 2019-11-18 INTEREST 100% $1.00 $1.00 0.12% Interest Income
2019-10-18 2019-10-25 COMPLETED 100% $35.56 $37.33 4.99% Signal
2019-09-25 2019-10-18 INTEREST 100% $1.00 $1.00 0.11% Interest Income
2019-09-18 2019-09-25 COMPLETED 100% $35.87 $34.60 -3.55% Signal
2019-08-15 2019-09-18 INTEREST 100% $1.00 $1.00 0.15% Interest Income
2019-05-09 2019-08-15 COMPLETED 100% $37.22 $32.21 -13.44% Stop
2019-03-21 2019-05-09 INTEREST 100% $1.00 $1.00 0.33% Interest Income
2019-03-19 2019-03-21 COMPLETED 100% $35.94 $34.31 -4.55% Signal
2018-06-29 2019-03-19 INTEREST 100% $1.00 $1.02 2.05% Interest Income
2018-06-21 2018-06-29 COMPLETED 100% $39.22 $38.68 -1.37% Signal
2018-05-30 2018-06-21 INTEREST 100% $1.00 $1.00 0.18% Interest Income
2016-08-24 2018-05-30 COMPLETED 100% $23.52 $40.04 70.26% Stop
2016-06-28 2016-08-24 INTEREST 100% $1.00 $1.00 0.24% Interest Income
2016-06-24 2016-06-28 COMPLETED 100% $19.00 $18.38 -3.23% Stop
2015-09-21 2016-06-24 INTEREST 100% $1.00 $1.01 1.50% Interest Income
2015-09-16 2015-09-21 COMPLETED 100% $25.81 $24.87 -3.64% Signal
2015-08-24 2015-09-16 INTEREST 100% $1.00 $1.00 0.14% Interest Income
2014-05-07 2015-08-24 COMPLETED 100% $21.71 $23.58 8.63% Stop
2014-04-14 2014-05-07 INTEREST 100% $1.00 $1.00 0.17% Interest Income
2013-05-13 2014-04-14 COMPLETED 100% $17.31 $21.04 21.55% Stop
2013-04-19 2013-05-13 INTEREST 100% $1.00 $1.00 0.11% Interest Income
2012-10-19 2013-04-19 COMPLETED 100% $12.70 $14.78 16.40% Stop
2012-09-11 2012-10-19 INTEREST 100% $1.00 $1.00 0.19% Interest Income
2012-09-07 2012-09-11 COMPLETED 100% $11.92 $12.21 2.42% Signal
2012-05-15 2012-09-07 INTEREST 100% $1.00 $1.01 0.51% Interest Income
2012-05-02 2012-05-15 COMPLETED 100% $12.43 $10.36 -16.66% Stop
2012-04-10 2012-05-02 INTEREST 100% $1.00 $1.00 0.13% Interest Income
2012-03-08 2012-04-10 COMPLETED 100% $13.05 $13.03 -0.22% Stop
2011-05-16 2012-03-08 INTEREST 100% $1.00 $1.02 1.87% Interest Income
2011-05-12 2011-05-16 COMPLETED 100% $17.49 $17.08 -2.36% Signal
2011-04-19 2011-05-12 INTEREST 100% $1.00 $1.00 0.21% Interest Income
2011-01-25 2011-04-19 COMPLETED 100% $20.88 $18.93 -9.31% Stop
2010-12-31 2011-01-25 INTEREST 100% $1.00 $1.00 0.21% Interest Income
2010-12-29 2010-12-31 COMPLETED 100% $19.46 $19.29 -0.87% Signal
2010-01-25 2010-12-29 INTEREST 100% $1.00 $1.03 2.95% Interest Income
2009-12-22 2010-01-25 COMPLETED 100% $20.98 $19.85 -5.40% Stop
2009-11-30 2009-12-22 INTEREST 100% $1.00 $1.00 0.22% Interest Income
2009-07-16 2009-11-30 COMPLETED 100% $20.00 $21.60 8.00% Stop
2009-06-23 2009-07-16 INTEREST 100% $1.00 $1.00 0.22% Interest Income
2009-05-11 2009-06-23 COMPLETED 100% $19.39 $18.78 -3.18% Stop
2009-01-08 2009-05-11 INTEREST 100% $1.00 $1.01 0.93% Interest Income
2009-01-06 2009-01-08 COMPLETED 100% $12.46 $12.34 -0.94% Signal
2007-08-29 2009-01-06 INTEREST 100% $1.00 $1.05 5.21% Interest Income
2007-08-20 2007-08-29 COMPLETED 100% $41.60 $40.73 -2.10% Signal
2007-07-27 2007-08-20 INTEREST 100% $1.00 $1.00 0.30% Interest Income
2007-03-28 2007-07-27 COMPLETED 100% $43.47 $42.92 -1.25% Stop
2007-03-06 2007-03-28 INTEREST 100% $1.00 $1.00 0.28% Interest Income
2006-07-07 2007-03-06 COMPLETED 100% $34.76 $39.76 14.41% Stop
2006-06-14 2006-07-07 INTEREST 100% $1.00 $1.00 0.32% Interest Income
2005-11-18 2006-06-14 COMPLETED 100% $29.87 $30.10 0.79% Stop
2005-05-25 2005-11-18 INTEREST 100% $1.00 $1.02 2.07% Interest Income
2005-05-11 2005-05-25 COMPLETED 100% $26.30 $26.37 0.28% Signal
2005-04-19 2005-05-11 INTEREST 100% $1.00 $1.00 0.26% Interest Income
2004-12-22 2005-04-19 COMPLETED 100% $28.62 $27.75 -3.01% Stop
2004-05-25 2004-12-22 INTEREST 100% $1.00 $1.02 2.48% Interest Income
2004-05-07 2004-05-25 COMPLETED 100% $27.17 $27.47 1.11% Signal
2004-04-15 2004-05-07 INTEREST 100% $1.00 $1.00 0.28% Interest Income
2003-04-28 2004-04-15 COMPLETED 100% $23.06 $27.88 20.88% Stop
2003-02-07 2003-04-28 INTEREST 100% $1.00 $1.01 0.82% Interest Income
2003-01-16 2003-02-07 COMPLETED 100% $21.97 $18.57 -15.50% Stop
2002-05-22 2003-01-16 INTEREST 100% $1.00 $1.03 2.78% Interest Income
2002-04-25 2002-05-22 COMPLETED 100% $25.35 $23.97 -5.43% Signal
2001-10-05 2002-04-25 INTEREST 100% $1.00 $1.03 2.69% Interest Income
2001-10-02 2001-10-05 COMPLETED 100% $23.19 $24.79 6.90% Signal
2001-08-08 2001-10-02 INTEREST 100% $1.00 $1.01 0.64% Interest Income
2001-08-06 2001-08-08 COMPLETED 100% $31.01 $29.99 -3.27% Signal
2000-11-09 2001-08-06 INTEREST 100% $1.00 $1.04 3.79% Interest Income
2000-10-16 2000-11-09 COMPLETED 100% $38.21 $35.09 -8.16% Stop
2000-09-22 2000-10-16 INTEREST 100% $1.00 $1.00 0.36% Interest Income
2000-06-05 2000-09-22 COMPLETED 100% $39.44 $42.34 7.35% Stop
2000-05-11 2000-06-05 INTEREST 100% $1.00 $1.00 0.39% Interest Income
2000-04-26 2000-05-11 COMPLETED 100% $38.98 $33.35 -14.44% Stop
2000-04-03 2000-04-26 INTEREST 100% $1.00 $1.00 0.37% Interest Income
2000-01-31 2000-04-03 COMPLETED 100% $30.84 $40.53 31.40% Stop
2000-01-06 2000-01-31 INTEREST 100% $1.00 $1.00 0.41% Interest Income
1999-11-10 2000-01-06 COMPLETED 100% $26.68 $29.14 9.25% Stop
1999-09-23 1999-11-10 INTEREST 100% $1.00 $1.01 0.79% Interest Income
1999-08-26 1999-09-23 COMPLETED 100% $23.57 $21.72 -7.87% Signal
1999-08-04 1999-08-26 INTEREST 100% $1.00 $1.00 0.37% Interest Income
1999-06-17 1999-08-04 COMPLETED 100% $22.28 $21.05 -5.52% Stop
1999-05-25 1999-06-17 INTEREST 100% $1.00 $1.00 0.36% Interest Income
1999-05-12 1999-05-25 COMPLETED 100% $24.57 $21.65 -11.89% Stop
1999-04-20 1999-05-12 INTEREST 100% $1.00 $1.00 0.33% Interest Income
1999-01-22 1999-04-20 COMPLETED 100% $20.22 $23.28 15.10% Stop
1998-09-29 1999-01-22 INTEREST 100% $1.00 $1.01 1.44% Interest Income
1998-09-23 1998-09-29 COMPLETED 100% $12.89 $11.81 -8.33% Signal
1998-08-31 1998-09-23 INTEREST 100% $1.00 $1.00 0.30% Interest Income
1998-08-27 1998-08-31 COMPLETED 100% $17.78 $15.72 -11.58% Stop
1998-08-05 1998-08-27 INTEREST 100% $1.00 $1.00 0.33% Interest Income
1997-11-19 1998-08-05 COMPLETED 100% $11.96 $19.33 61.70% Stop
1997-10-28 1997-11-19 INTEREST 100% $1.00 $1.00 0.36% Interest Income
1997-04-11 1997-10-28 COMPLETED 100% $8.36 $10.56 26.40% Stop
1997-03-19 1997-04-11 INTEREST 100% $1.00 $1.00 0.42% Interest Income
1996-10-25 1997-03-19 COMPLETED 100% $6.87 $8.62 25.42% Stop
1996-08-29 1996-10-25 INTEREST 100% $1.00 $1.01 1.04% Interest Income
1996-08-07 1996-08-29 COMPLETED 100% $6.09 $5.91 -2.91% Signal
1996-07-16 1996-08-07 INTEREST 100% $1.00 $1.00 0.42% Interest Income
1996-02-16 1996-07-16 COMPLETED 100% $6.29 $6.03 -4.07% Stop
1996-01-25 1996-02-16 INTEREST 100% $1.00 $1.00 0.35% Interest Income
1995-11-17 1996-01-25 COMPLETED 100% $6.02 $5.76 -4.46% Signal
1995-10-26 1995-11-17 INTEREST 100% $1.00 $1.00 0.37% Interest Income
1995-03-10 1995-10-26 COMPLETED 100% $4.60 $5.67 23.09% Stop
1994-11-23 1995-03-10 INTEREST 100% $1.00 $1.02 2.16% Interest Income
1994-10-27 1994-11-23 COMPLETED 100% $4.16 $3.86 -7.14% Signal
1994-10-05 1994-10-27 INTEREST 100% $1.00 $1.00 0.47% Interest Income
1994-06-21 1994-10-05 COMPLETED 100% $4.36 $4.09 -6.18% Stop
1994-01-11 1994-06-21 INTEREST 100% $1.00 $1.03 2.85% Interest Income
1993-12-07 1994-01-11 COMPLETED 100% $4.38 $4.08 -7.03% Signal
1993-12-03 1993-12-07 INTEREST 100% $1.00 $1.00 0.02% Interest Income

Return Distribution Analysis

Return Distribution
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