Trend Following Summary

--- Trend Following for SCHD as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2013-10-18   $1.00           2013-10-21   $1.00                   1.00x (Cash)
2013-10-21   $7.76           2016-03-28   $9.58                   1.23x
2016-03-28   $1.00           2016-06-10   $1.24                   1.24x (Cash)
2016-06-10   $9.89           2020-03-19   $11.62                  1.18x
2020-03-19   $1.00           2020-04-09   $1.18                   1.18x (Cash)
2020-04-09   $13.30          2023-01-25   $22.69                  1.71x
2023-01-25   $1.00           2023-04-04   $1.72                   1.72x (Cash)
2023-04-04   $22.14          2023-05-05   $21.20                  0.96x
2023-05-05   $1.00           2024-05-13   $1.00                   1.00x (Cash)
2024-05-13   $24.78          2026-02-27   $31.77                  1.28x (open)
----------------------------------------------------------------------
Method CAGR                   8.77%
Buy & Hold CAGR              10.98%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Trend Following Summary

--- Trend Following for SCHD as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2013-10-17   $7.68           2015-07-29   $9.05                   1.18x
2015-07-29   $1.00           2015-11-25   $1.19                   1.19x (Cash)
2015-11-25   $9.31           2016-02-08   $8.75                   0.94x
2016-02-08   $1.00           2016-03-22   $0.94                   0.94x (Cash)
2016-03-22   $9.59           2018-06-04   $12.73                  1.33x
2018-06-04   $1.00           2018-06-25   $1.33                   1.33x (Cash)
2018-06-25   $12.77          2018-12-21   $12.00                  0.94x
2018-12-21   $1.00           2019-02-07   $0.94                   0.94x (Cash)
2019-02-07   $13.10          2020-03-19   $11.62                  0.89x
2020-03-19   $1.00           2020-08-04   $0.89                   0.89x (Cash)
2020-08-04   $14.97          2022-06-17   $20.47                  1.37x
2022-06-17   $1.00           2022-12-15   $1.39                   1.39x (Cash)
2022-12-15   $22.76          2023-05-01   $21.80                  0.96x
2023-05-01   $1.00           2023-08-15   $0.97                   0.97x (Cash)
2023-08-15   $22.46          2023-10-20   $21.40                  0.95x
2023-10-20   $1.00           2023-12-26   $0.96                   0.96x (Cash)
2023-12-26   $23.48          2025-04-17   $24.48                  1.04x
2025-04-17   $1.00           2025-08-22   $1.06                   1.06x (Cash)
2025-08-22   $27.09          2026-02-27   $31.77                  1.17x (open)
----------------------------------------------------------------------
Method CAGR                   4.54%
Buy & Hold CAGR              10.98%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

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