Trend Following Summary

--- Trend Following for SCHB as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2011-10-28   $1.00           2011-10-31   $1.00                   1.00x (Cash)
2011-10-31   $4.01           2016-05-16   $6.98                   1.74x
2016-05-16   $1.00           2016-11-16   $1.75                   1.75x (Cash)
2016-11-16   $7.56           2020-03-17   $8.72                   1.15x
2020-03-17   $1.00           2020-04-07   $1.15                   1.15x (Cash)
2020-04-07   $9.83           2022-11-02   $14.41                  1.47x
2022-11-02   $1.00           2023-11-08   $1.52                   1.52x (Cash)
2023-11-08   $16.43          2026-02-27   $26.49                  1.61x (open)
----------------------------------------------------------------------
Method CAGR                  12.02%
Buy & Hold CAGR              14.21%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Trend Following Summary

--- Trend Following for SCHB as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2011-10-28   $1.00           2012-01-27   $1.00                   1.00x (Cash)
2012-01-27   $4.17           2015-09-04   $6.60                   1.58x
2015-09-04   $1.00           2015-12-29   $1.59                   1.59x (Cash)
2015-12-29   $7.05           2016-01-08   $6.67                   0.95x
2016-01-08   $1.00           2016-04-27   $0.95                   0.95x (Cash)
2016-04-27   $7.11           2018-12-10   $9.41                   1.32x
2018-12-10   $1.00           2019-03-28   $1.33                   1.33x (Cash)
2019-03-28   $10.13          2020-03-17   $8.72                   0.86x
2020-03-17   $1.00           2020-07-08   $0.86                   0.86x (Cash)
2020-07-08   $11.51          2022-03-09   $15.83                  1.37x
2022-03-09   $1.00           2023-01-30   $1.41                   1.41x (Cash)
2023-01-30   $15.20          2025-04-16   $20.25                  1.33x
2025-04-16   $1.00           2025-07-02   $1.34                   1.34x (Cash)
2025-07-02   $23.68          2026-02-27   $26.49                  1.12x (open)
----------------------------------------------------------------------
Method CAGR                   9.77%
Buy & Hold CAGR              14.21%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Disclaimer

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