SCHW
Charles Schwab Corp
TREND FOLLOWING PERFORMANCE HISTORY
2026-07-26
Executive Summary
The quantitative backtest for SCHW (Charles Schwab Corp) using the Moving Average (50/200)* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -56.4% (compared to the benchmark's drawdown of -86.8%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 7.6%, compared to a Buy-and-Hold benchmark return of 18.8%. The strategy executed 85 total trades.
* Moving Average (50/200): Classic Moving Average Crossover (e.g., 50-day crossing 200-day). The foundational basis of research-grade trend following.
* Moving Average (50/200): Classic Moving Average Crossover (e.g., 50-day crossing 200-day). The foundational basis of research-grade trend following.
📊 Mathematical Model
Excess Return MMA
Advanced Ensemble: Uses multiple signal layers for maximum trend stability and noise reduction.
Excess Return MMA CA
Advanced Dynamic Sleeve: MMA ensemble signals on the primary asset combined with a momentum-based cash alternative ETF rotation.
Excess Return SMA
Standard Signal: Classical quantitative trend following optimized for reliable directionality.
Moving Average (50/200) Active
Moving Average: The baseline 50/200-day crossover model used by technical analysts worldwide.
🎯 Investment Objective
🛡️ Long-Term Investing Active
Ideal for wealth preservation and multi-year horizons. Optimized for low turnover and tax efficiency.
⚔️ Tactical Trading
Ideal for active capital rotation and momentum-first accounts. Optimized for high sensitivity to price shifts.
Switch to MMA to enable
SCHW Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | -1.55% | 7.01% | -3.84% | 9.89% | 3.80% | 15.16% | 7.56% | 18.81% |
| Sharpe Ratio | -0.07 | 0.27 | -0.18 | 0.29 | 0.18 | 0.43 | 0.27 | 0.40 |
| Max Drawdown | -14.61% | -19.83% | -52.65% | -49.70% | -52.65% | -51.08% | -56.42% | -86.79% |
| % Time Invested | 66.7% | 100.0% | 56.6% | 100.0% | 57.0% | 100.0% | 55.6% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 1.6 | 0.0 | 1.6 | 0.0 | 2.3 | 0.0 |
Cumulative Growth Performance
Return Distribution Analysis
Trade History
This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason | |
|---|---|---|---|---|---|---|---|---|
| 🔒 Active Positions & Recent Execution Signals Hidden Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription. Upgrade to Pro to Unlock | ||||||||
| 2026-04-07 | 2026-04-17 | Completed | 100% | $91.88 | $93.02 | 1.19% | Signal | |
| 2026-03-13 | 2026-04-07 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.23% | Interest Income | |
| 2025-05-01 | 2026-03-13 | Completed | 100% | $79.86 | $91.67 | 14.74% | Stop | |
| 2025-04-08 | 2025-05-01 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.27% | Interest Income | |
| 2025-04-02 | 2025-04-08 | Completed | 100% | $76.66 | $71.12 | -7.28% | Stop | |
| 2025-03-11 | 2025-04-02 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.27% | Interest Income | |
| 2024-11-19 | 2025-03-11 | Completed | 100% | $78.87 | $69.63 | -11.76% | Stop | |
| 2024-08-30 | 2024-11-19 | Interest (CASH) | 100% | $1.00 | $1.01 | 1.04% | Interest Income | |
| 2024-08-09 | 2024-08-30 | Completed | 100% | $60.99 | $63.65 | 4.31% | Signal | |
| 2024-07-18 | 2024-08-09 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.33% | Interest Income | |
| 2023-12-19 | 2024-07-18 | Completed | 100% | $66.96 | $61.24 | -8.58% | Stop | |
| 2023-03-10 | 2023-12-19 | Interest (CASH) | 100% | $1.00 | $1.04 | 4.17% | Interest Income | |
| 2022-11-11 | 2023-03-10 | Completed | 100% | $76.00 | $62.61 | -17.65% | Stop | |
| 2022-04-19 | 2022-11-11 | Interest (CASH) | 100% | $1.00 | $1.01 | 1.39% | Interest Income | |
| 2022-03-21 | 2022-04-19 | Completed | 100% | $84.84 | $70.70 | -16.71% | Stop | |
| 2022-02-25 | 2022-03-21 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.02% | Interest Income | |
| 2021-02-24 | 2022-02-25 | Completed | 100% | $58.80 | $77.65 | 31.99% | Stop | |
| 2021-02-01 | 2021-02-24 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2020-11-02 | 2021-02-01 | Completed | 100% | $38.25 | $48.50 | 26.74% | Stop | |
| 2020-03-25 | 2020-11-02 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.07% | Interest Income | |
| 2020-03-19 | 2020-03-25 | Completed | 100% | $28.84 | $28.54 | -1.10% | Signal | |
| 2020-02-26 | 2020-03-19 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.04% | Interest Income | |
| 2019-12-06 | 2020-02-26 | Completed | 100% | $45.29 | $38.52 | -14.97% | Stop | |
| 2019-09-27 | 2019-12-06 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.32% | Interest Income | |
| 2019-09-13 | 2019-09-27 | Completed | 100% | $39.68 | $37.56 | -5.37% | Stop | |
| 2018-11-26 | 2019-09-13 | Interest (CASH) | 100% | $1.00 | $1.02 | 1.83% | Interest Income | |
| 2018-11-05 | 2018-11-26 | Completed | 100% | $41.81 | $40.48 | -3.22% | Stop | |
| 2018-08-20 | 2018-11-05 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.47% | Interest Income | |
| 2018-07-26 | 2018-08-20 | Completed | 100% | $47.47 | $45.73 | -3.72% | Signal | |
| 2018-07-03 | 2018-07-26 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.13% | Interest Income | |
| 2016-09-08 | 2018-07-03 | Completed | 100% | $27.19 | $46.06 | 69.28% | Stop | |
| 2016-06-28 | 2016-09-08 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.06% | Interest Income | |
| 2016-06-24 | 2016-06-28 | Completed | 100% | $24.07 | $21.65 | -10.10% | Signal | |
| 2016-01-12 | 2016-06-24 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.13% | Interest Income | |
| 2015-12-16 | 2016-01-12 | Completed | 100% | $29.45 | $25.43 | -13.67% | Stop | |
| 2015-10-05 | 2015-12-16 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.02% | Interest Income | |
| 2015-09-17 | 2015-10-05 | Completed | 100% | $27.19 | $24.40 | -10.33% | Stop | |
| 2015-08-25 | 2015-09-17 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2015-02-10 | 2015-08-25 | Completed | 100% | $25.34 | $26.73 | 5.45% | Stop | |
| 2015-01-16 | 2015-02-10 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2014-11-05 | 2015-01-16 | Completed | 100% | $24.95 | $23.31 | -6.63% | Stop | |
| 2014-10-14 | 2014-11-05 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2012-12-24 | 2014-10-14 | Completed | 100% | $12.16 | $21.47 | 76.44% | Stop | |
| 2012-11-30 | 2012-12-24 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2012-08-27 | 2012-11-30 | Completed | 100% | $11.25 | $11.14 | -1.05% | Signal | |
| 2012-07-17 | 2012-08-27 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2012-06-06 | 2012-07-17 | Completed | 100% | $10.29 | $10.82 | 5.03% | Signal | |
| 2012-05-14 | 2012-06-06 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2012-03-20 | 2012-05-14 | Completed | 100% | $12.79 | $11.02 | -13.89% | Stop | |
| 2012-01-27 | 2012-03-20 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2012-01-12 | 2012-01-27 | Completed | 100% | $10.43 | $9.66 | -7.49% | Stop | |
| 2011-07-12 | 2012-01-12 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2011-06-29 | 2011-07-12 | Completed | 100% | $13.31 | $12.71 | -4.58% | Signal | |
| 2011-06-07 | 2011-06-29 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2010-12-30 | 2011-06-07 | Completed | 100% | $14.17 | $13.56 | -4.36% | Stop | |
| 2010-05-17 | 2010-12-30 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.09% | Interest Income | |
| 2009-06-09 | 2010-05-17 | Completed | 100% | $14.49 | $13.83 | -4.63% | Stop | |
| 2008-10-23 | 2009-06-09 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.12% | Interest Income | |
| 2008-10-13 | 2008-10-23 | Completed | 100% | $17.00 | $14.33 | -15.77% | Stop | |
| 2008-09-19 | 2008-10-13 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.05% | Interest Income | |
| 2008-08-18 | 2008-09-19 | Completed | 100% | $18.64 | $20.10 | 7.76% | Stop | |
| 2008-07-10 | 2008-08-18 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.18% | Interest Income | |
| 2008-06-20 | 2008-07-10 | Completed | 100% | $17.88 | $15.61 | -12.78% | Signal | |
| 2008-02-21 | 2008-06-20 | Interest (CASH) | 100% | $1.00 | $1.01 | 0.53% | Interest Income | |
| 2008-02-04 | 2008-02-21 | Completed | 100% | $17.46 | $15.83 | -9.41% | Stop | |
| 2008-01-10 | 2008-02-04 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.16% | Interest Income | |
| 2007-09-05 | 2008-01-10 | Completed | 100% | $15.48 | $17.79 | 14.91% | Stop | |
| 2007-08-13 | 2007-09-05 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.25% | Interest Income | |
| 2006-09-26 | 2007-08-13 | Completed | 100% | $13.03 | $14.89 | 14.22% | Stop | |
| 2006-07-25 | 2006-09-26 | Interest (CASH) | 100% | $1.00 | $1.01 | 0.86% | Interest Income | |
| 2006-06-19 | 2006-07-25 | Completed | 100% | $11.60 | $10.94 | -5.81% | Signal | |
| 2006-05-25 | 2006-06-19 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.30% | Interest Income | |
| 2005-03-02 | 2006-05-25 | Completed | 100% | $7.79 | $11.96 | 53.54% | Stop | |
| 2005-02-07 | 2005-03-02 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.16% | Interest Income | |
| 2004-12-15 | 2005-02-07 | Completed | 100% | $8.66 | $7.71 | -10.98% | Stop | |
| 2004-04-14 | 2004-12-15 | Interest (CASH) | 100% | $1.00 | $1.01 | 1.03% | Interest Income | |
| 2004-04-01 | 2004-04-14 | Completed | 100% | $8.50 | $7.94 | -6.66% | Signal | |
| 2004-03-10 | 2004-04-01 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.06% | Interest Income | |
| 2003-12-11 | 2004-03-10 | Completed | 100% | $7.98 | $8.39 | 4.99% | Stop | |
| 2003-11-18 | 2003-12-11 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.06% | Interest Income | |
| 2003-08-26 | 2003-11-18 | Completed | 100% | $7.87 | $8.75 | 11.16% | Stop | |
| 2003-08-04 | 2003-08-26 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.06% | Interest Income | |
| 2003-06-20 | 2003-08-04 | Completed | 100% | $7.89 | $7.31 | -7.42% | Stop | |
| 2003-02-24 | 2003-06-20 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.36% | Interest Income | |
| 2003-02-13 | 2003-02-24 | Completed | 100% | $5.75 | $5.88 | 2.35% | Stop | |
| 2003-01-22 | 2003-02-13 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.07% | Interest Income | |
| 2003-01-03 | 2003-01-22 | Completed | 100% | $8.38 | $7.55 | -10.00% | Stop | |
| 2002-03-26 | 2003-01-03 | Interest (CASH) | 100% | $1.00 | $1.01 | 1.24% | Interest Income | |
| 2002-02-22 | 2002-03-26 | Completed | 100% | $9.69 | $9.40 | -3.03% | Stop | |
| 2002-01-30 | 2002-02-22 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.11% | Interest Income | |
| 2002-01-15 | 2002-01-30 | Completed | 100% | $11.56 | $9.75 | -15.67% | Stop | |
| 2000-11-14 | 2002-01-15 | Interest (CASH) | 100% | $1.00 | $1.04 | 4.25% | Interest Income | |
| 2000-10-11 | 2000-11-14 | Completed | 100% | $20.89 | $22.66 | 8.38% | Stop | |
| 2000-09-19 | 2000-10-11 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.38% | Interest Income | |
| 2000-06-05 | 2000-09-19 | Completed | 100% | $23.59 | $23.41 | -0.78% | Stop | |
| 2000-05-11 | 2000-06-05 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.37% | Interest Income | |
| 2000-04-28 | 2000-05-11 | Completed | 100% | $22.23 | $19.69 | -11.49% | Stop | |
| 2000-04-05 | 2000-04-28 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.36% | Interest Income | |
| 2000-03-20 | 2000-04-05 | Completed | 100% | $26.82 | $22.92 | -14.58% | Stop | |
| 1999-08-31 | 2000-03-20 | Interest (CASH) | 100% | $1.00 | $1.03 | 2.90% | Interest Income | |
| 1999-08-12 | 1999-08-31 | Completed | 100% | $18.68 | $18.71 | 0.11% | Stop | |
| 1999-07-21 | 1999-08-12 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.30% | Interest Income | |
| 1999-06-18 | 1999-07-21 | Completed | 100% | $21.10 | $22.54 | 6.76% | Stop | |
| 1999-05-26 | 1999-06-18 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.29% | Interest Income | |
| 1999-05-10 | 1999-05-26 | Completed | 100% | $25.20 | $23.16 | -8.13% | Stop | |
| 1999-04-16 | 1999-05-10 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.28% | Interest Income | |
| 1999-01-28 | 1999-04-16 | Completed | 100% | $16.46 | $29.61 | 79.88% | Stop | |
| 1999-01-05 | 1999-01-28 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.28% | Interest Income | |
| 1998-12-08 | 1999-01-05 | Completed | 100% | $8.97 | $12.64 | 40.75% | Stop | |
| 1998-11-13 | 1998-12-08 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.28% | Interest Income | |
| 1998-10-28 | 1998-11-13 | Completed | 100% | $6.73 | $7.97 | 18.26% | Stop | |
| 1998-10-06 | 1998-10-28 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.25% | Interest Income | |
| 1998-09-25 | 1998-10-06 | Completed | 100% | $6.36 | $5.98 | -6.00% | Signal | |
| 1998-06-01 | 1998-09-25 | Interest (CASH) | 100% | $1.00 | $1.02 | 1.61% | Interest Income | |
| 1998-05-11 | 1998-06-01 | Completed | 100% | $5.54 | $5.26 | -5.08% | Signal | |
| 1998-04-17 | 1998-05-11 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.32% | Interest Income | |
| 1998-02-04 | 1998-04-17 | Completed | 100% | $5.96 | $5.57 | -6.62% | Stop | |
| 1998-01-12 | 1998-02-04 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.32% | Interest Income | |
| 1997-11-19 | 1998-01-12 | Completed | 100% | $5.84 | $5.57 | -4.65% | Stop | |
| 1997-10-28 | 1997-11-19 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.33% | Interest Income | |
| 1997-04-10 | 1997-10-28 | Completed | 100% | $3.74 | $4.83 | 29.05% | Stop | |
| 1997-03-18 | 1997-04-10 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.33% | Interest Income | |
| 1996-11-26 | 1997-03-18 | Completed | 100% | $3.27 | $3.72 | 13.81% | Stop | |
| 1996-11-04 | 1996-11-26 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.32% | Interest Income | |
| 1996-10-22 | 1996-11-04 | Completed | 100% | $2.61 | $2.62 | 0.66% | Signal | |
| 1996-09-30 | 1996-10-22 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.32% | Interest Income | |
| 1996-08-06 | 1996-09-30 | Completed | 100% | $2.63 | $2.44 | -7.55% | Stop | |
| 1996-07-15 | 1996-08-06 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.33% | Interest Income | |
| 1996-05-06 | 1996-07-15 | Completed | 100% | $2.48 | $2.42 | -2.69% | Stop | |
| 1996-04-12 | 1996-05-06 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.31% | Interest Income | |
| 1996-03-06 | 1996-04-12 | Completed | 100% | $2.77 | $2.44 | -11.89% | Stop | |
| 1996-01-22 | 1996-03-06 | Interest (CASH) | 100% | $1.00 | $1.01 | 0.60% | Interest Income | |
| 1996-01-05 | 1996-01-22 | Completed | 100% | $2.13 | $2.32 | 8.53% | Signal | |
| 1995-12-12 | 1996-01-05 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.32% | Interest Income | |
| 1995-11-02 | 1995-12-12 | Completed | 100% | $2.47 | $2.21 | -10.63% | Stop | |
| 1995-10-11 | 1995-11-02 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.34% | Interest Income | |
| 1995-09-08 | 1995-10-11 | Completed | 100% | $2.57 | $2.56 | -0.56% | Stop | |
| 1995-08-16 | 1995-09-08 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.34% | Interest Income | |
| 1994-12-19 | 1995-08-16 | Completed | 100% | $1.17 | $2.33 | 98.84% | Stop | |
| 1994-11-25 | 1994-12-19 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.36% | Interest Income | |
| 1994-10-10 | 1994-11-25 | Completed | 100% | $1.00 | $1.09 | 8.36% | Stop | |
| 1994-02-25 | 1994-10-10 | Interest (CASH) | 100% | $1.00 | $1.03 | 2.62% | Interest Income | |
| 1994-02-07 | 1994-02-25 | Completed | 100% | $0.93 | $0.93 | -0.51% | Signal | |
| 1994-01-14 | 1994-02-07 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.19% | Interest Income | |
| 1993-11-17 | 1994-01-14 | Completed | 100% | $1.14 | $1.02 | -10.57% | Stop | |
| 1993-10-26 | 1993-11-17 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.20% | Interest Income | |
| 1993-05-12 | 1993-10-26 | Completed | 100% | $0.74 | $1.07 | 44.09% | Stop | |
| 1993-04-20 | 1993-05-12 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.18% | Interest Income | |
| 1993-03-11 | 1993-04-20 | Completed | 100% | $0.82 | $0.72 | -11.54% | Stop | |
| 1993-02-17 | 1993-03-11 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.19% | Interest Income | |
| 1993-01-06 | 1993-02-17 | Completed | 100% | $0.58 | $0.68 | 18.39% | Stop | |
| 1992-06-18 | 1993-01-06 | Interest (CASH) | 100% | $1.00 | $1.02 | 1.74% | Interest Income | |
| 1992-06-10 | 1992-06-18 | Completed | 100% | $0.58 | $0.49 | -15.65% | Stop | |
| 1992-05-18 | 1992-06-10 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.23% | Interest Income | |
| 1992-04-28 | 1992-05-18 | Completed | 100% | $0.65 | $0.61 | -6.16% | Stop | |
| 1992-04-03 | 1992-04-28 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.24% | Interest Income | |
| 1992-02-13 | 1992-04-03 | Completed | 100% | $0.70 | $0.66 | -5.65% | Stop | |
| 1992-01-22 | 1992-02-13 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.24% | Interest Income | |
| 1991-12-18 | 1992-01-22 | Completed | 100% | $0.55 | $0.69 | 24.30% | Stop | |
| 1991-11-25 | 1991-12-18 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.27% | Interest Income | |
| 1991-05-22 | 1991-11-25 | Completed | 100% | $0.30 | $0.47 | 56.73% | Stop | |
| 1991-04-30 | 1991-05-22 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.35% | Interest Income | |
| 1991-02-01 | 1991-04-30 | Completed | 100% | $0.24 | $0.27 | 13.46% | Stop | |
| 1990-08-14 | 1991-02-01 | Interest (CASH) | 100% | $1.00 | $1.03 | 3.33% | Interest Income | |
| 1990-08-02 | 1990-08-14 | Completed | 100% | $0.21 | $0.19 | -8.97% | Signal | |
| 1990-07-11 | 1990-08-02 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.48% | Interest Income | |
| 1990-05-14 | 1990-07-11 | Completed | 100% | $0.25 | $0.20 | -18.70% | Stop | |
| 1990-04-20 | 1990-05-14 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.49% | Interest Income | |
| 1989-12-01 | 1990-04-20 | Completed | 100% | $0.18 | $0.22 | 22.43% | Stop | |
| 1989-11-29 | 1989-12-01 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.03% | Interest Income | |