PFE
Pfizer Inc
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
PFE Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 4.22% | 18.41% | 4.09% | -2.67% | 4.74% | 2.75% | 9.23% | 11.41% |
| Sharpe Ratio | 497.05 | 0.68 | 0.25 | -0.11 | 0.30 | 0.11 | 0.47 | 0.39 |
| Max Drawdown | 0.00% | -11.47% | -34.58% | -58.96% | -34.58% | -58.96% | -74.88% | -69.25% |
| % Time Invested | 0.0% | 100.0% | 34.2% | 100.0% | 52.6% | 100.0% | 56.5% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.0 | 0.0 | 0.9 | 0.0 | 1.2 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2023-05-08 | Open | Interest | 100% | $1.00 | $1.00 | 13.05% | Mark-to-Market |
| 2023-02-09 | 2023-05-08 | Completed | 100% | $36.81 | $32.15 | -12.67% | Signal |
| 2023-01-18 | 2023-02-09 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2022-10-14 | 2023-01-18 | Completed | 100% | $35.16 | $37.66 | 7.11% | Stop |
| 2022-09-22 | 2022-10-14 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-07-14 | 2022-09-22 | Completed | 100% | $41.28 | $35.80 | -13.28% | Stop |
| 2022-06-21 | 2022-07-14 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2022-02-16 | 2022-06-21 | Completed | 100% | $40.01 | $38.49 | -3.80% | Stop |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2021-10-21 | 2022-01-25 | Completed | 100% | $34.18 | $41.13 | 20.32% | Stop |
| 2021-09-29 | 2021-10-21 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2021-03-23 | 2021-09-29 | Completed | 100% | $27.91 | $34.31 | 22.95% | Stop |
| 2020-02-26 | 2021-03-23 | Interest | 100% | $1.00 | $1.01 | 0.92% | Interest Income |
| 2019-08-28 | 2020-02-26 | Completed | 100% | $23.91 | $24.30 | 1.64% | Stop |
| 2019-08-06 | 2019-08-28 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2019-05-14 | 2019-08-06 | Completed | 100% | $27.98 | $25.87 | -7.52% | Stop |
| 2019-04-22 | 2019-05-14 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2017-02-03 | 2019-04-22 | Completed | 100% | $20.37 | $26.67 | 30.90% | Stop |
| 2016-11-02 | 2017-02-03 | Interest | 100% | $1.00 | $1.01 | 0.59% | Interest Income |
| 2016-02-23 | 2016-11-02 | Completed | 100% | $18.41 | $19.31 | 4.88% | Stop |
| 2016-01-29 | 2016-02-23 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2015-09-17 | 2016-01-29 | Completed | 100% | $19.95 | $18.42 | -7.67% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-25 | 2015-08-25 | Completed | 100% | $9.51 | $19.97 | 109.95% | Stop |
| 2011-08-03 | 2011-08-25 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-30 | 2011-08-03 | Completed | 100% | $7.05 | $9.42 | 33.56% | Stop |
| 2010-06-08 | 2010-06-30 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2010-04-07 | 2010-06-08 | Completed | 100% | $8.35 | $7.20 | -13.73% | Stop |
| 2007-12-03 | 2010-04-07 | Interest | 100% | $1.00 | $1.08 | 8.41% | Interest Income |
| 2007-08-23 | 2007-12-03 | Completed | 100% | $10.58 | $10.23 | -3.36% | Signal |
| 2007-08-01 | 2007-08-23 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2006-12-21 | 2007-08-01 | Completed | 100% | $10.85 | $9.93 | -8.45% | Stop |
| 2006-08-01 | 2006-12-21 | Interest | 100% | $1.00 | $1.02 | 1.84% | Interest Income |
| 2006-07-27 | 2006-08-01 | Completed | 100% | $10.24 | $10.58 | 3.33% | Signal |
| 2005-01-14 | 2006-07-27 | Interest | 100% | $1.00 | $1.07 | 6.96% | Interest Income |
| 2005-01-12 | 2005-01-14 | Completed | 100% | $10.12 | $9.80 | -3.21% | Signal |
| 2004-12-20 | 2005-01-12 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2004-11-09 | 2004-12-20 | Completed | 100% | $10.85 | $9.84 | -9.33% | Stop |
| 2004-10-18 | 2004-11-09 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2004-08-10 | 2004-10-18 | Completed | 100% | $11.94 | $10.85 | -9.12% | Stop |
| 2004-07-19 | 2004-08-10 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2004-03-08 | 2004-07-19 | Completed | 100% | $14.23 | $12.43 | -12.66% | Stop |
| 2004-01-07 | 2004-03-08 | Interest | 100% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2004-01-02 | 2004-01-07 | Completed | 100% | $13.42 | $13.72 | 2.23% | Signal |
| 2003-05-21 | 2004-01-02 | Interest | 100% | $1.00 | $1.03 | 2.51% | Interest Income |
| 2003-05-19 | 2003-05-21 | Completed | 100% | $12.48 | $11.63 | -6.77% | Stop |
| 2002-10-23 | 2003-05-19 | Interest | 100% | $1.00 | $1.02 | 2.21% | Interest Income |
| 2002-10-21 | 2002-10-23 | Completed | 100% | $12.00 | $11.45 | -4.57% | Signal |
| 2002-08-05 | 2002-10-21 | Interest | 100% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2002-08-01 | 2002-08-05 | Completed | 100% | $11.91 | $11.34 | -4.77% | Signal |
| 2001-12-17 | 2002-08-01 | Interest | 100% | $1.00 | $1.03 | 3.09% | Interest Income |
| 2001-10-16 | 2001-12-17 | Completed | 100% | $15.24 | $14.52 | -4.72% | Signal |
| 2001-09-24 | 2001-10-16 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2001-08-06 | 2001-09-24 | Completed | 100% | $14.93 | $13.43 | -10.06% | Stop |
| 2001-07-13 | 2001-08-06 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2001-04-04 | 2001-07-13 | Completed | 100% | $14.09 | $13.72 | -2.64% | Stop |
| 2001-03-13 | 2001-04-04 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2000-11-15 | 2001-03-13 | Completed | 100% | $15.59 | $14.58 | -6.52% | Stop |
| 2000-02-25 | 2000-11-15 | Interest | 100% | $1.00 | $1.04 | 4.36% | Interest Income |
| 2000-01-28 | 2000-02-25 | Completed | 100% | $12.40 | $11.89 | -4.11% | Signal |
| 2000-01-05 | 2000-01-28 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 1999-12-01 | 2000-01-05 | Completed | 100% | $12.99 | $11.10 | -14.53% | Stop |
| 1999-11-08 | 1999-12-01 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1999-08-30 | 1999-11-08 | Completed | 100% | $13.72 | $12.46 | -9.15% | Stop |
| 1999-08-06 | 1999-08-30 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1999-07-06 | 1999-08-06 | Completed | 100% | $13.89 | $12.06 | -13.16% | Stop |
| 1999-06-11 | 1999-07-06 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1999-05-11 | 1999-06-11 | Completed | 100% | $13.66 | $11.96 | -12.49% | Stop |
| 1999-04-19 | 1999-05-11 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 1998-10-29 | 1999-04-19 | Completed | 100% | $12.48 | $15.28 | 22.47% | Stop |
| 1998-10-07 | 1998-10-29 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 1998-09-03 | 1998-10-07 | Completed | 100% | $11.69 | $10.80 | -7.61% | Stop |
| 1998-08-12 | 1998-09-03 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 1997-09-04 | 1998-08-12 | Completed | 100% | $6.77 | $12.43 | 83.78% | Stop |
| 1997-08-12 | 1997-09-04 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 1997-04-23 | 1997-08-12 | Completed | 100% | $5.39 | $6.50 | 20.71% | Stop |
| 1997-04-01 | 1997-04-23 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1995-02-09 | 1997-04-01 | Completed | 100% | $2.33 | $4.92 | 110.78% | Stop |
| 1993-06-14 | 1995-02-09 | Interest | 100% | $1.00 | $1.11 | 11.31% | Interest Income |
| 1993-03-16 | 1993-06-14 | Completed | 100% | $1.64 | $1.91 | 16.39% | Signal |
| 1993-02-22 | 1993-03-16 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1993-01-29 | 1993-02-22 | Completed | 100% | $1.71 | $1.46 | -14.74% | Stop |
| 1993-01-07 | 1993-01-29 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 1992-10-28 | 1993-01-07 | Completed | 100% | $1.94 | $1.82 | -6.34% | Stop |
| 1992-10-06 | 1992-10-28 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 1992-02-13 | 1992-10-06 | Completed | 100% | $1.96 | $1.96 | -0.02% | Stop |
| 1992-01-22 | 1992-02-13 | Interest | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 1990-03-19 | 1992-01-22 | Completed | 100% | $0.72 | $1.93 | 166.97% | Stop |
| 1990-02-23 | 1990-03-19 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 1989-07-20 | 1990-02-23 | Completed | 100% | $0.72 | $0.72 | -1.01% | Stop |
| 1988-10-28 | 1989-07-20 | Interest | 100% | $1.00 | $1.06 | 5.67% | Interest Income |
| 1988-10-24 | 1988-10-28 | Completed | 100% | $0.68 | $0.68 | 0.43% | Signal |
| 1988-02-01 | 1988-10-24 | Interest | 100% | $1.00 | $1.06 | 5.77% | Interest Income |
| 1987-12-29 | 1988-02-01 | Completed | 100% | $0.55 | $0.62 | 14.62% | Signal |
| 1987-12-04 | 1987-12-29 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-11-06 | 1987-12-04 | Completed | 100% | $0.61 | $0.51 | -16.25% | Stop |
| 1987-10-15 | 1987-11-06 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-05-20 | 1987-10-15 | Completed | 100% | $0.69 | $0.70 | 1.23% | Stop |
| 1987-04-28 | 1987-05-20 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-10-06 | 1987-04-28 | Completed | 100% | $0.63 | $0.76 | 19.14% | Stop |
| 1986-09-12 | 1986-10-06 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-02-14 | 1986-09-12 | Completed | 100% | $0.55 | $0.66 | 21.13% | Stop |
| 1986-01-23 | 1986-02-14 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1985-10-14 | 1986-01-23 | Completed | 100% | $0.49 | $0.50 | 2.66% | Stop |
| 1985-09-19 | 1985-10-14 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1985-06-12 | 1985-09-19 | Completed | 100% | $0.51 | $0.48 | -7.32% | Stop |
| 1985-05-20 | 1985-06-12 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1985-05-16 | 1985-05-20 | Completed | 100% | $0.50 | $0.53 | 4.45% | Signal |
| 1984-06-29 | 1985-05-16 | Interest | 100% | $1.00 | $1.07 | 6.96% | Interest Income |
| 1984-05-01 | 1984-06-29 | Completed | 100% | $0.34 | $0.34 | -0.87% | Signal |
| 1984-04-06 | 1984-05-01 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1983-12-23 | 1984-04-06 | Completed | 100% | $0.35 | $0.34 | -5.16% | Stop |
| 1983-12-01 | 1983-12-23 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1983-08-23 | 1983-12-01 | Completed | 100% | $0.37 | $0.37 | 0.38% | Stop |
| 1983-08-01 | 1983-08-23 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1983-01-13 | 1983-08-01 | Completed | 100% | $0.35 | $0.37 | 5.77% | Stop |
| 1982-12-21 | 1983-01-13 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1981-10-12 | 1982-12-21 | Completed | 100% | $0.21 | $0.33 | 53.90% | Stop |
| 1981-09-18 | 1981-10-12 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1981-07-28 | 1981-09-18 | Completed | 100% | $0.22 | $0.19 | -12.44% | Stop |
| 1981-07-06 | 1981-07-28 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1980-03-20 | 1981-07-06 | Completed | 100% | $0.15 | $0.22 | 41.89% | Stop |
| 1980-02-27 | 1980-03-20 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1979-05-31 | 1980-02-27 | Completed | 100% | $0.13 | $0.16 | 21.47% | Stop |
| 1979-05-08 | 1979-05-31 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1978-11-14 | 1979-05-08 | Completed | 100% | $0.13 | $0.13 | -2.93% | Stop |
| 1978-10-23 | 1978-11-14 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1978-08-07 | 1978-10-23 | Completed | 100% | $0.15 | $0.14 | -12.45% | Stop |
| 1974-08-14 | 1978-08-07 | Interest | 100% | $1.00 | $1.36 | 35.58% | Interest Income |
Return Distribution Analysis
