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 | 9.47% | 18.41% | 4.60% | -2.67% | 0.39% | 2.75% | 8.38% | 11.41% |
| Sharpe Ratio | 0.44 | 0.68 | 0.25 | -0.11 | 0.02 | 0.11 | 0.42 | 0.39 |
| Max Drawdown | -11.47% | -11.47% | -32.87% | -58.96% | -45.99% | -58.96% | -60.21% | -69.25% |
| % Time Invested | 69.8% | 100.0% | 44.7% | 100.0% | 55.3% | 100.0% | 59.3% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.4 | 0.0 | 1.5 | 0.0 | 1.4 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-08-18 | Open | Open | 100% | $24.30 | $26.26 | 8.07% | Mark-to-Market |
| 2024-12-09 | 2025-08-18 | Interest | 100% | $1.00 | $1.03 | 2.96% | Interest Income |
| 2024-12-05 | 2024-12-09 | Completed | 100% | $23.14 | $23.63 | 2.10% | Signal |
| 2024-11-12 | 2024-12-05 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-07-11 | 2024-11-12 | Completed | 100% | $25.63 | $24.06 | -6.14% | Stop |
| 2023-02-01 | 2024-07-11 | Interest | 100% | $1.00 | $1.06 | 5.94% | Interest Income |
| 2022-12-29 | 2023-02-01 | Completed | 100% | $42.18 | $36.64 | -13.15% | Stop |
| 2022-08-11 | 2022-12-29 | Interest | 100% | $1.00 | $1.01 | 1.38% | Interest Income |
| 2022-07-14 | 2022-08-11 | Completed | 100% | $41.28 | $39.53 | -4.25% | Signal |
| 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 |
| 2021-05-03 | 2021-09-29 | Completed | 100% | $30.41 | $34.31 | 12.81% | Stop |
| 2021-04-09 | 2021-05-03 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2021-02-16 | 2021-04-09 | Completed | 100% | $27.15 | $27.97 | 3.01% | Signal |
| 2021-01-22 | 2021-02-16 | Interest | 100% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2020-08-25 | 2021-01-22 | Completed | 100% | $27.87 | $27.99 | 0.43% | Stop |
| 2020-07-08 | 2020-08-25 | Interest | 100% | $1.00 | $1.00 | 0.08% | Interest Income |
| 2020-06-08 | 2020-07-08 | Completed | 100% | $25.66 | $24.38 | -5.00% | Signal |
| 2020-02-26 | 2020-06-08 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2020-01-24 | 2020-02-26 | Completed | 100% | $28.76 | $24.30 | -15.51% | Stop |
| 2019-08-08 | 2020-01-24 | Interest | 100% | $1.00 | $1.01 | 0.80% | Interest Income |
| 2019-07-22 | 2019-08-08 | Completed | 100% | $29.52 | $25.53 | -13.51% | Stop |
| 2019-06-27 | 2019-07-22 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2019-06-25 | 2019-06-27 | Completed | 100% | $30.23 | $29.65 | -1.89% | Signal |
| 2019-04-22 | 2019-06-25 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 2017-03-30 | 2019-04-22 | Completed | 100% | $21.73 | $26.67 | 22.71% | Stop |
| 2016-11-02 | 2017-03-30 | Interest | 100% | $1.00 | $1.01 | 0.95% | Interest Income |
| 2016-05-20 | 2016-11-02 | Completed | 100% | $20.69 | $19.31 | -6.67% | Stop |
| 2015-10-09 | 2016-05-20 | Interest | 100% | $1.00 | $1.01 | 1.22% | Interest Income |
| 2015-09-17 | 2015-10-09 | Completed | 100% | $19.95 | $19.88 | -0.33% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2014-12-09 | 2015-08-25 | Completed | 100% | $18.51 | $19.97 | 7.87% | Stop |
| 2014-11-10 | 2014-12-09 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2014-11-06 | 2014-11-10 | Completed | 100% | $17.65 | $17.58 | -0.40% | Signal |
| 2014-06-12 | 2014-11-06 | Interest | 100% | $1.00 | $1.01 | 1.00% | Interest Income |
| 2011-12-14 | 2014-06-12 | Completed | 100% | $10.90 | $16.94 | 55.42% | Signal |
| 2011-09-09 | 2011-12-14 | Interest | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2011-08-25 | 2011-09-09 | Completed | 100% | $9.51 | $9.71 | 2.09% | Signal |
| 2011-08-03 | 2011-08-25 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-10-07 | 2011-08-03 | Completed | 100% | $8.71 | $9.42 | 8.07% | Stop |
| 2010-05-04 | 2010-10-07 | Interest | 100% | $1.00 | $1.01 | 1.27% | Interest Income |
| 2010-04-14 | 2010-05-04 | Completed | 100% | $8.43 | $8.41 | -0.17% | Signal |
| 2010-03-22 | 2010-04-14 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2009-07-31 | 2010-03-22 | Completed | 100% | $7.68 | $8.34 | 8.62% | Stop |
| 2007-08-01 | 2009-07-31 | Interest | 100% | $1.00 | $1.07 | 7.45% | Interest Income |
| 2007-05-23 | 2007-08-01 | Completed | 100% | $11.57 | $9.93 | -14.10% | Stop |
| 2007-04-04 | 2007-05-23 | Interest | 100% | $1.00 | $1.01 | 0.62% | Interest Income |
| 2006-12-28 | 2007-04-04 | Completed | 100% | $10.76 | $10.68 | -0.73% | Signal |
| 2006-12-05 | 2006-12-28 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2006-08-09 | 2006-12-05 | Completed | 100% | $10.71 | $10.33 | -3.51% | Stop |
| 2006-07-17 | 2006-08-09 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2006-03-02 | 2006-07-17 | Completed | 100% | $10.46 | $9.10 | -13.03% | Stop |
| 2005-09-07 | 2006-03-02 | Interest | 100% | $1.00 | $1.02 | 2.11% | Interest Income |
| 2005-06-08 | 2005-09-07 | Completed | 100% | $11.02 | $10.23 | -7.17% | Signal |
| 2004-07-16 | 2005-06-08 | Interest | 100% | $1.00 | $1.04 | 3.79% | Interest Income |
| 2003-12-01 | 2004-07-16 | Completed | 100% | $12.91 | $12.46 | -3.46% | Stop |
| 2003-10-08 | 2003-12-01 | Interest | 100% | $1.00 | $1.01 | 0.62% | Interest Income |
| 2003-09-16 | 2003-10-08 | Completed | 100% | $12.01 | $11.57 | -3.64% | Signal |
| 2003-08-22 | 2003-09-16 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2003-05-06 | 2003-08-22 | Completed | 100% | $12.01 | $11.42 | -4.96% | Stop |
| 2002-10-23 | 2003-05-06 | Interest | 100% | $1.00 | $1.02 | 2.08% | 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 |
| 2002-02-07 | 2002-08-01 | Interest | 100% | $1.00 | $1.02 | 2.38% | Interest Income |
| 2001-11-29 | 2002-02-07 | Completed | 100% | $15.82 | $15.11 | -4.47% | Signal |
| 2001-10-05 | 2001-11-29 | Interest | 100% | $1.00 | $1.01 | 0.68% | Interest Income |
| 2001-10-03 | 2001-10-05 | Completed | 100% | $15.17 | $14.99 | -1.16% | Signal |
| 2001-07-12 | 2001-10-03 | Interest | 100% | $1.00 | $1.01 | 1.04% | Interest Income |
| 2001-06-22 | 2001-07-12 | Completed | 100% | $15.87 | $14.22 | -10.42% | Signal |
| 2001-03-06 | 2001-06-22 | Interest | 100% | $1.00 | $1.02 | 1.53% | Interest Income |
| 2001-02-15 | 2001-03-06 | Completed | 100% | $16.20 | $16.17 | -0.18% | Signal |
| 2001-01-24 | 2001-02-15 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2000-09-28 | 2001-01-24 | Completed | 100% | $15.61 | $15.55 | -0.37% | Signal |
| 2000-09-06 | 2000-09-28 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2000-04-25 | 2000-09-06 | Completed | 100% | $15.54 | $14.68 | -5.56% | Stop |
| 1999-06-11 | 2000-04-25 | Interest | 100% | $1.00 | $1.05 | 5.33% | 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 |
| 1998-11-30 | 1999-04-19 | Completed | 100% | $13.47 | $15.28 | 13.49% | Stop |
| 1998-10-07 | 1998-11-30 | Interest | 100% | $1.00 | $1.01 | 0.68% | 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 |
| 1994-06-24 | 1997-04-01 | Completed | 100% | $1.74 | $4.92 | 183.11% | Stop |
| 1994-02-09 | 1994-06-24 | Interest | 100% | $1.00 | $1.02 | 2.45% | Interest Income |
| 1993-12-14 | 1994-02-09 | Completed | 100% | $1.79 | $1.63 | -9.01% | Stop |
| 1993-08-02 | 1993-12-14 | Interest | 100% | $1.00 | $1.02 | 2.03% | Interest Income |
| 1993-06-23 | 1993-08-02 | Completed | 100% | $1.87 | $1.61 | -13.57% | Stop |
| 1993-01-07 | 1993-06-23 | Interest | 100% | $1.00 | $1.03 | 2.78% | 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 |
| 1992-07-20 | 1992-10-06 | Completed | 100% | $1.97 | $1.96 | -0.53% | Stop |
| 1992-06-25 | 1992-07-20 | Interest | 100% | $1.00 | $1.00 | 0.43% | Interest Income |
| 1992-02-13 | 1992-06-25 | Completed | 100% | $1.96 | $1.86 | -4.84% | Signal |
| 1992-01-22 | 1992-02-13 | Interest | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 1990-07-23 | 1992-01-22 | Completed | 100% | $0.90 | $1.93 | 115.51% | Stop |
| 1990-03-21 | 1990-07-23 | Interest | 100% | $1.00 | $1.03 | 2.83% | Interest Income |
| 1990-03-19 | 1990-03-21 | Completed | 100% | $0.72 | $0.75 | 2.99% | Signal |
| 1990-02-23 | 1990-03-19 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 1988-09-21 | 1990-02-23 | Completed | 100% | $0.63 | $0.72 | 13.82% | Stop |
| 1988-08-26 | 1988-09-21 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 1988-08-01 | 1988-08-26 | Completed | 100% | $0.61 | $0.59 | -2.18% | Signal |
| 1987-10-15 | 1988-08-01 | Interest | 100% | $1.00 | $1.06 | 6.25% | 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 |
| 1987-01-28 | 1987-04-28 | Completed | 100% | $0.76 | $0.76 | -0.18% | Stop |
| 1986-11-06 | 1987-01-28 | Interest | 100% | $1.00 | $1.02 | 1.71% | Interest Income |
| 1986-10-06 | 1986-11-06 | Completed | 100% | $0.63 | $0.67 | 4.98% | Signal |
| 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 |
| 1984-09-20 | 1985-09-19 | Completed | 100% | $0.37 | $0.48 | 28.20% | Stop |
| 1983-12-01 | 1984-09-20 | Interest | 100% | $1.00 | $1.06 | 6.35% | 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 |
| 1981-12-18 | 1982-12-21 | Completed | 100% | $0.24 | $0.33 | 34.25% | Stop |
| 1981-08-05 | 1981-12-18 | Interest | 100% | $1.00 | $1.03 | 2.92% | Interest Income |
| 1981-07-28 | 1981-08-05 | Completed | 100% | $0.22 | $0.22 | -1.05% | Signal |
| 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 |
| 1979-08-16 | 1980-02-27 | Completed | 100% | $0.15 | $0.16 | 4.74% | Stop |
| 1979-02-07 | 1979-08-16 | Interest | 100% | $1.00 | $1.04 | 4.08% | Interest Income |
| 1978-11-14 | 1979-02-07 | Completed | 100% | $0.13 | $0.13 | -2.32% | Signal |
| 1978-10-23 | 1978-11-14 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1978-01-04 | 1978-10-23 | Completed | 100% | $0.11 | $0.14 | 20.69% | Stop |
| 1977-05-09 | 1978-01-04 | Interest | 100% | $1.00 | $1.05 | 5.13% | Interest Income |
| 1977-04-15 | 1977-05-09 | Completed | 100% | $0.11 | $0.10 | -8.81% | Signal |
| 1976-12-14 | 1977-04-15 | Interest | 100% | $1.00 | $1.03 | 2.61% | Interest Income |
| 1976-12-07 | 1976-12-14 | Completed | 100% | $0.11 | $0.11 | 1.83% | Signal |
| 1976-11-12 | 1976-12-07 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1976-07-01 | 1976-11-12 | Completed | 100% | $0.11 | $0.10 | -9.11% | Stop |
| 1976-06-09 | 1976-07-01 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1976-03-05 | 1976-06-09 | Completed | 100% | $0.10 | $0.10 | -2.58% | Stop |
| 1975-07-17 | 1976-03-05 | Interest | 100% | $1.00 | $1.05 | 5.00% | Interest Income |
| 1975-04-24 | 1975-07-17 | Completed | 100% | $0.12 | $0.11 | -6.87% | Stop |
| 1975-04-02 | 1975-04-24 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1975-02-28 | 1975-04-02 | Completed | 100% | $0.13 | $0.12 | -7.92% | Stop |
| 1974-08-14 | 1975-02-28 | Interest | 100% | $1.00 | $1.04 | 4.21% | Interest Income |
Return Distribution Analysis
