Trend Following Summary

--- Trend Following for OEF as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2002-10-30   $1.00           2003-03-21   $1.02                   1.02x (Cash)
2003-03-21   $29.78          2003-04-01   $28.41                  0.95x
2003-04-01   $1.00           2004-01-30   $0.99                   0.99x (Cash)
2004-01-30   $37.59          2006-08-14   $41.05                  1.09x
2006-08-14   $1.00           2006-09-06   $1.10                   1.10x (Cash)
2006-09-06   $42.07          2006-09-08   $41.94                  1.00x
2006-09-08   $1.00           2006-09-29   $1.00                   1.00x (Cash)
2006-09-29   $43.38          2008-07-11   $41.10                  0.95x
2008-07-11   $1.00           2009-08-27   $0.98                   0.98x (Cash)
2009-08-27   $35.83          2016-07-20   $83.18                  2.32x
2016-07-20   $1.00           2016-08-23   $2.32                   2.32x (Cash)
2016-08-23   $83.87          2020-03-19   $102.89                 1.23x
2020-03-19   $1.00           2020-04-09   $1.23                   1.23x (Cash)
2020-04-09   $118.38         2022-11-21   $170.74                 1.44x
2022-11-21   $1.00           2023-07-20   $1.48                   1.48x (Cash)
2023-07-20   $206.41         2023-09-27   $195.93                 0.95x
2023-09-27   $1.00           2023-11-08   $0.95                   0.95x (Cash)
2023-11-08   $202.77         2026-02-27   $334.88                 1.65x (open)
----------------------------------------------------------------------
Method CAGR                   9.03%
Buy & Hold CAGR              11.22%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Trend Following Summary

--- Trend Following for OEF as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2002-10-30   $1.00           2003-03-21   $1.02                   1.02x (Cash)
2003-03-21   $29.78          2003-04-01   $28.41                  0.95x
2003-04-01   $1.00           2003-05-12   $0.96                   0.96x (Cash)
2003-05-12   $31.06          2004-08-17   $35.56                  1.14x
2004-08-17   $1.00           2004-11-22   $1.16                   1.16x (Cash)
2004-11-22   $37.87          2005-10-24   $37.60                  0.99x
2005-10-24   $1.00           2005-12-06   $1.00                   1.00x (Cash)
2005-12-06   $40.05          2008-01-10   $47.06                  1.18x
2008-01-10   $1.00           2009-06-26   $1.23                   1.23x (Cash)
2009-06-26   $32.03          2010-07-02   $35.60                  1.11x
2010-07-02   $1.00           2010-10-25   $1.12                   1.12x (Cash)
2010-10-25   $41.20          2011-08-17   $42.23                  1.02x
2011-08-17   $1.00           2012-01-12   $1.03                   1.03x (Cash)
2012-01-12   $46.24          2015-09-09   $74.26                  1.61x
2015-09-09   $1.00           2015-12-03   $1.61                   1.61x (Cash)
2015-12-03   $79.41          2016-01-27   $72.44                  0.91x
2016-01-27   $1.00           2016-04-20   $0.92                   0.92x (Cash)
2016-04-20   $80.33          2018-12-18   $103.44                 1.29x
2018-12-18   $1.00           2019-03-29   $1.30                   1.30x (Cash)
2019-03-29   $114.18         2020-03-19   $102.89                 0.90x
2020-03-19   $1.00           2020-06-22   $0.90                   0.90x (Cash)
2020-06-22   $132.49         2022-03-17   $190.01                 1.43x
2022-03-17   $1.00           2023-02-21   $1.48                   1.48x (Cash)
2023-02-21   $174.73         2025-04-17   $253.70                 1.45x
2025-04-17   $1.00           2025-06-30   $1.46                   1.46x (Cash)
2025-06-30   $302.92         2026-02-27   $334.88                 1.11x (open)
----------------------------------------------------------------------
Method CAGR                   8.69%
Buy & Hold CAGR              11.22%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Disclaimer

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