Trend Following Summary

--- Trend Following for SOXX as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2003-07-16   $1.00           2003-08-20   $1.00                   1.00x (Cash)
2003-08-20   $14.03          2004-07-26   $13.51                  0.96x
2004-07-26   $1.00           2004-08-16   $0.97                   0.97x (Cash)
2004-08-16   $12.31          2005-03-16   $14.16                  1.15x
2005-03-16   $1.00           2005-05-20   $1.16                   1.16x (Cash)
2005-05-20   $14.31          2007-04-04   $16.67                  1.16x
2007-04-04   $1.00           2007-09-28   $1.19                   1.19x (Cash)
2007-09-28   $18.72          2007-11-16   $16.68                  0.89x
2007-11-16   $1.00           2009-07-20   $0.94                   0.94x (Cash)
2009-07-20   $11.40          2010-05-07   $13.17                  1.16x
2010-05-07   $1.00           2010-05-28   $1.16                   1.16x (Cash)
2010-05-28   $13.42          2011-08-09   $12.94                  0.96x
2011-08-09   $1.00           2011-08-30   $0.97                   0.97x (Cash)
2011-08-30   $13.69          2012-05-22   $14.49                  1.06x
2012-05-22   $1.00           2013-03-14   $1.07                   1.07x (Cash)
2013-03-14   $17.32          2013-04-04   $16.31                  0.94x
2013-04-04   $1.00           2013-04-29   $0.94                   0.94x (Cash)
2013-04-29   $17.12          2016-04-27   $27.26                  1.59x
2016-04-27   $1.00           2016-06-01   $1.59                   1.59x (Cash)
2016-06-01   $28.63          2016-06-28   $27.03                  0.94x
2016-06-28   $1.00           2016-09-09   $0.95                   0.95x (Cash)
2016-09-09   $32.55          2020-03-17   $57.62                  1.77x
2020-03-17   $1.00           2020-04-07   $1.77                   1.77x (Cash)
2020-04-07   $70.90          2022-05-10   $129.07                 1.82x
2022-05-10   $1.00           2022-06-01   $1.82                   1.82x (Cash)
2022-06-01   $138.21         2022-10-12   $99.27                  0.72x
2022-10-12   $1.00           2022-11-02   $0.72                   0.72x (Cash)
2022-11-02   $107.62         2022-11-09   $109.73                 1.02x
2022-11-09   $1.00           2023-01-18   $1.03                   1.03x (Cash)
2023-01-18   $127.40         2025-04-01   $186.37                 1.46x
2025-04-01   $1.00           2025-04-23   $1.47                   1.47x (Cash)
2025-04-23   $174.24         2026-02-27   $352.29                 2.02x (open)
----------------------------------------------------------------------
Method CAGR                  12.20%
Buy & Hold CAGR              14.92%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Trend Following Summary

--- Trend Following for SOXX as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2003-07-15   $13.65          2004-05-18   $15.53                  1.14x
2004-05-18   $1.00           2005-03-11   $1.18                   1.18x (Cash)
2005-03-11   $14.82          2005-05-12   $13.56                  0.92x
2005-05-12   $1.00           2005-06-22   $0.92                   0.92x (Cash)
2005-06-22   $14.92          2006-06-28   $15.20                  1.02x
2006-06-28   $1.00           2006-11-16   $1.04                   1.04x (Cash)
2006-11-16   $17.49          2007-11-30   $16.77                  0.96x
2007-11-30   $1.00           2009-05-27   $1.01                   1.01x (Cash)
2009-05-27   $9.79           2010-05-07   $13.17                  1.34x
2010-05-07   $1.00           2010-05-28   $1.35                   1.35x (Cash)
2010-05-28   $13.42          2010-07-15   $13.42                  1.00x
2010-07-15   $1.00           2010-11-10   $1.01                   1.01x (Cash)
2010-11-10   $14.86          2011-07-19   $14.92                  1.00x
2011-07-19   $1.00           2012-02-10   $1.02                   1.02x (Cash)
2012-02-10   $16.39          2012-06-22   $14.57                  0.89x
2012-06-22   $1.00           2013-01-24   $0.90                   0.90x (Cash)
2013-01-24   $15.97          2015-08-11   $26.14                  1.64x
2015-08-11   $1.00           2015-12-24   $1.65                   1.65x (Cash)
2015-12-24   $27.30          2016-01-13   $24.77                  0.91x
2016-01-13   $1.00           2016-04-13   $0.91                   0.91x (Cash)
2016-04-13   $27.54          2018-10-24   $50.83                  1.85x
2018-10-24   $1.00           2019-03-20   $1.87                   1.87x (Cash)
2019-03-20   $59.72          2020-03-17   $57.62                  0.96x
2020-03-17   $1.00           2020-04-07   $0.97                   0.97x (Cash)
2020-04-07   $70.90          2020-04-21   $70.69                  1.00x
2020-04-21   $1.00           2020-06-05   $1.00                   1.00x (Cash)
2020-06-05   $86.30          2022-03-23   $151.88                 1.76x
2022-03-23   $1.00           2022-10-26   $1.79                   1.79x (Cash)
2022-10-26   $105.08         2024-11-12   $222.85                 2.12x
2024-11-12   $1.00           2025-02-20   $2.15                   2.15x (Cash)
2025-02-20   $230.37         2025-02-25   $216.92                 0.94x
2025-02-25   $1.00           2025-07-09   $0.96                   0.96x (Cash)
2025-07-09   $243.14         2026-02-27   $352.29                 1.45x (open)
----------------------------------------------------------------------
Method CAGR                  13.67%
Buy & Hold CAGR              14.92%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

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