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DASHBOARDS: Portfolio Hub Market Pulse Performance Compare Studio

SPGI

S&P Global Inc
TREND FOLLOWING PERFORMANCE HISTORY
2026-09-09
Executive Summary
The quantitative backtest for SPGI (S&P Global Inc) using the Excess Return MMA* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -33.7% (compared to the benchmark's drawdown of -74.7%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 10.2%, compared to a Buy-and-Hold benchmark return of 15.1%. The strategy executed 240 total trades.

* Excess Return MMA: Multi-Moving Average (Triple-Band) model utilizing sophisticated long/short cross durations optimized against volatility.

🛡️ SPGI Drawdown Shield & Downside Protection

Why Drawdown Dictates Longevity →
Peak Drawdown Defense
-33.7% (vs -74.7% B&H)
+41.0% shallower drawdown
Drawdown Shield
41.0% Cut
Protected capital vs -74.7% B&H
Capital Sheltered from Risk
28.4% of Time
Earning Treasury yield during downturns
* Drawdown Shield demonstrates how systematic trend-following bounded historical drawdowns and protected principal capital compared to passive Buy & Hold.

📊 SPGI Quality Metrics & KPI Summary

Metric 1Y5Y10YFull
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
Max Drawdown-10.98%-28.93%-24.50%-39.76%-25.52%-39.76%-33.69%-74.67%
Sharpe Ratio-0.68-0.65-0.150.020.560.520.510.49
Sortino Ratio-0.64-0.76-0.170.020.680.640.650.66
CAGR-8.49%-18.56%-2.33%0.44%10.60%14.77%10.16%15.13%
% Time Invested37.6%100.0%61.0%100.0%75.0%100.0%71.6%100.0%
Trades / Year6.00.05.20.04.10.04.70.0

Cumulative Growth Performance

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Hydrating Performance Trajectory... Loading historical performance data
Figure 1: Cumulative Trajectory Analysis. Logarithmic growth comparison of SPGI under the Excess Return MMA strategy (Investing) versus Buy & Hold. The strategy produced a 10.2% CAGR with a -33.7% Max Drawdown across 240 trade signals (compared to Buy & Hold's 15.1% CAGR and -74.7% Max Drawdown).

Return Distribution Analysis

Histogram of monthly return distribution for SPGI under Excess Return MMA strategy in Investing context, illustrating downside risk mitigation and return skewness.
Figure 2: Monthly Return Distribution Profile. Monthly return distribution for SPGI under Excess Return MMA (Investing). Visualizes return frequency, volatility clustering, and tail-risk truncation relative to standard buy-and-hold returns.
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Top 5 non-correlated asset sleeves evaluated on 1Y daily percentage returns (Pearson r). Compare them side-by-side in Compare Studio to analyze portfolio diversification.

Diversifier Asset Category 1Y Correlation (r) Action
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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 DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
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2026-02-27 2026-05-14 Completed 33.33% $409.54 $385.21 -5.99% Signal
2026-03-05 2026-03-13 Completed 33.33% $417.42 $399.20 -4.41% Stop
2026-03-05 2026-03-13 Completed 33.33% $417.42 $399.20 -4.41% Stop
2026-01-30 2026-03-05 Interest (CASH) 33.33% $1.00 $1.00 0.33% Interest Income
2025-11-11 2026-03-05 Interest (CASH) 33.33% $1.00 $1.01 1.12% Interest Income
2026-02-04 2026-02-27 Interest (CASH) 33.33% $1.00 $1.00 0.23% Interest Income
2025-10-17 2026-02-04 Completed 33.33% $444.05 $434.09 -2.29% Stop
2025-10-27 2026-01-30 Completed 33.33% $461.40 $492.89 6.77% Signal
2025-07-23 2025-11-11 Completed 33.33% $484.11 $464.18 -4.16% Signal
2025-10-03 2025-10-27 Interest (CASH) 33.33% $1.00 $1.00 0.25% Interest Income
2025-09-25 2025-10-17 Interest (CASH) 33.33% $1.00 $1.00 0.25% Interest Income
2025-09-24 2025-10-03 Completed 33.33% $461.89 $445.92 -3.51% Signal
2025-04-30 2025-09-25 Completed 33.33% $456.81 $458.86 0.40% Stop
2025-06-27 2025-09-24 Interest (CASH) 33.33% $1.00 $1.01 1.02% Interest Income
2025-03-12 2025-07-23 Interest (CASH) 33.33% $1.00 $1.02 1.56% Interest Income
2025-05-01 2025-06-27 Completed 33.33% $466.15 $484.16 3.81% Signal
2025-04-08 2025-05-01 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2025-04-07 2025-04-30 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2023-11-14 2025-04-08 Completed 33.33% $369.06 $432.52 17.14% Stop
2024-02-13 2025-04-07 Completed 33.33% $390.40 $413.77 5.93% Stop
2025-02-19 2025-03-12 Completed 33.33% $505.77 $451.96 -10.68% Signal
2025-01-27 2025-02-19 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2024-07-16 2025-01-27 Completed 33.33% $450.28 $476.76 5.83% Signal
2024-05-20 2024-07-16 Interest (CASH) 33.33% $1.00 $1.01 0.81% Interest Income
2024-01-04 2024-05-20 Completed 33.33% $398.56 $407.63 2.23% Signal
2023-10-04 2024-02-13 Interest (CASH) 33.33% $1.00 $1.02 1.93% Interest Income
2023-10-23 2024-01-04 Interest (CASH) 33.33% $1.00 $1.01 1.07% Interest Income
2023-10-23 2023-11-14 Interest (CASH) 33.33% $1.00 $1.00 0.34% Interest Income
2023-06-20 2023-10-23 Completed 33.33% $356.60 $321.27 -9.95% Stop
2023-05-04 2023-10-23 Completed 33.33% $320.46 $321.27 0.20% Stop
2023-06-06 2023-10-04 Completed 33.33% $347.02 $330.52 -4.80% Stop
2023-05-17 2023-06-20 Interest (CASH) 33.33% $1.00 $1.00 0.46% Interest Income
2022-12-12 2023-06-06 Interest (CASH) 33.33% $1.00 $1.02 2.30% Interest Income
2023-01-30 2023-05-17 Completed 33.33% $338.80 $332.15 -2.01% Signal
2022-09-22 2023-05-04 Interest (CASH) 33.33% $1.00 $1.03 2.73% Interest Income
2022-09-22 2023-01-30 Interest (CASH) 33.33% $1.00 $1.01 1.45% Interest Income
2022-10-11 2022-12-12 Completed 33.33% $271.83 $317.70 16.82% Signal
2022-09-19 2022-10-11 Interest (CASH) 33.33% $1.00 $1.00 0.21% Interest Income
2022-07-11 2022-09-22 Completed 33.33% $323.04 $305.04 -5.62% Stop
2022-07-11 2022-09-22 Completed 33.33% $323.04 $305.04 -5.62% Stop
2022-06-27 2022-09-19 Completed 33.33% $312.44 $313.32 0.23% Stop
2022-05-09 2022-07-11 Interest (CASH) 33.33% $1.00 $1.00 0.23% Interest Income
2022-02-25 2022-07-11 Interest (CASH) 33.33% $1.00 $1.00 0.35% Interest Income
2022-06-02 2022-06-27 Interest (CASH) 33.33% $1.00 $1.00 0.09% Interest Income
2022-05-25 2022-06-02 Completed 33.33% $318.39 $302.07 -5.17% Stop
2022-05-03 2022-05-25 Interest (CASH) 33.33% $1.00 $1.00 0.06% Interest Income
2022-02-23 2022-05-09 Completed 33.33% $349.42 $307.08 -12.16% Stop
2022-02-14 2022-05-03 Completed 33.33% $351.77 $334.06 -5.08% Stop
2022-02-23 2022-02-25 Completed 33.33% $349.42 $343.91 -1.63% Signal
2022-01-31 2022-02-23 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2022-01-31 2022-02-23 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2022-01-21 2022-02-14 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2021-04-12 2022-01-31 Completed 33.33% $332.95 $369.39 10.89% Stop
2021-02-09 2022-01-31 Completed 33.33% $297.44 $369.39 24.13% Stop
2021-02-09 2022-01-21 Completed 33.33% $297.44 $380.65 27.91% Stop
2020-12-22 2021-04-12 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2021-01-15 2021-02-09 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2021-01-15 2021-02-09 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2020-11-19 2021-01-15 Completed 33.33% $304.10 $276.17 -9.23% Stop
2020-04-01 2021-01-15 Completed 33.33% $209.61 $276.17 31.69% Stop
2020-06-17 2020-12-22 Completed 33.33% $293.26 $287.12 -2.14% Signal
2020-10-28 2020-11-19 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-03-23 2020-10-28 Completed 33.33% $181.72 $292.36 60.80% Stop
2020-05-20 2020-06-17 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-04-01 2020-05-20 Completed 33.33% $209.61 $282.54 34.72% Signal
2020-03-10 2020-04-01 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-03-10 2020-04-01 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-02-28 2020-03-23 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2019-03-20 2020-03-10 Completed 33.33% $183.61 $226.23 23.15% Stop
2019-03-20 2020-03-10 Completed 33.33% $183.61 $226.23 23.15% Stop
2019-01-17 2020-02-28 Completed 33.33% $162.63 $233.14 43.29% Stop
2019-01-14 2019-03-20 Interest (CASH) 33.33% $1.00 $1.00 0.43% Interest Income
2018-10-26 2019-03-20 Interest (CASH) 33.33% $1.00 $1.01 0.92% Interest Income
2018-12-24 2019-01-17 Interest (CASH) 33.33% $1.00 $1.00 0.15% Interest Income
2018-11-19 2019-01-14 Completed 33.33% $159.82 $154.30 -3.50% Signal
2018-11-02 2018-12-24 Completed 33.33% $165.94 $142.32 -14.27% Stop
2018-10-26 2018-11-19 Interest (CASH) 33.33% $1.00 $1.00 0.15% Interest Income
2018-10-11 2018-11-02 Interest (CASH) 33.33% $1.00 $1.00 0.15% Interest Income
2017-02-21 2018-10-26 Completed 33.33% $112.86 $151.38 34.07% Stop
2016-06-06 2018-10-26 Completed 33.33% $94.81 $151.38 59.59% Stop
2017-01-19 2018-10-11 Completed 33.33% $98.93 $160.01 61.65% Stop
2017-01-18 2017-02-21 Interest (CASH) 33.33% $1.00 $1.00 0.05% Interest Income
2016-12-23 2017-01-19 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2016-04-28 2017-01-18 Completed 33.33% $92.60 $99.09 6.96% Signal
2016-02-08 2016-12-23 Completed 33.33% $72.30 $94.89 31.18% Stop
2015-12-11 2016-06-06 Interest (CASH) 33.33% $1.00 $1.00 0.13% Interest Income
2015-08-24 2016-04-28 Interest (CASH) 33.33% $1.00 $1.00 0.12% Interest Income
2016-01-14 2016-02-08 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2015-09-17 2016-01-14 Completed 33.33% $80.76 $72.53 -10.23% Stop
2015-10-21 2015-12-11 Completed 33.33% $79.68 $80.10 0.47% Signal
2015-09-29 2015-10-21 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2013-03-01 2015-09-29 Completed 33.33% $38.15 $73.10 91.50% Stop
2015-08-25 2015-09-17 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-11-07 2015-08-25 Completed 33.33% $75.66 $83.04 9.69% Stop
2013-05-24 2015-08-24 Completed 33.33% $43.92 $77.50 76.36% Signal
2014-10-16 2014-11-07 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2013-02-28 2014-10-16 Completed 33.33% $38.14 $63.31 65.93% Stop
2013-04-01 2013-05-24 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2013-03-01 2013-04-01 Completed 33.33% $38.15 $42.53 11.42% Signal
2013-02-06 2013-03-01 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2013-02-06 2013-03-01 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2013-02-05 2013-02-28 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2012-09-05 2013-02-06 Completed 33.33% $39.88 $37.80 -5.27% Stop
2011-09-01 2013-02-06 Completed 33.33% $32.00 $37.80 18.05% Stop
2012-06-26 2013-02-05 Completed 33.33% $32.71 $40.98 25.22% Stop
2012-07-13 2012-09-05 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2011-09-01 2012-07-13 Completed 33.33% $32.00 $34.41 7.49% Signal
2012-06-04 2012-06-26 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2011-10-27 2012-06-04 Completed 33.33% $33.65 $32.87 -2.38% Stop
2011-10-05 2011-10-27 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2011-08-31 2011-10-05 Completed 33.33% $32.10 $31.30 -2.53% Stop
2011-08-10 2011-09-01 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2011-08-10 2011-09-01 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2011-08-09 2011-08-31 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2010-12-10 2011-08-10 Completed 33.33% $26.76 $27.78 3.75% Stop
2010-09-27 2011-08-10 Completed 33.33% $24.54 $27.78 13.12% Stop
2010-12-22 2011-08-09 Completed 33.33% $26.85 $28.09 4.58% Stop
2010-11-30 2010-12-22 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2010-11-17 2010-12-10 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2010-05-28 2010-11-30 Completed 33.33% $20.69 $25.27 22.08% Stop
2010-10-29 2010-11-17 Completed 33.33% $27.72 $26.26 -5.32% Stop
2010-09-28 2010-10-29 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2010-06-01 2010-09-28 Completed 33.33% $20.12 $24.38 21.10% Signal
2010-06-14 2010-09-27 Interest (CASH) 33.33% $1.00 $1.00 0.04% Interest Income
2010-06-01 2010-06-14 Completed 33.33% $20.12 $21.31 5.87% Signal
2010-05-07 2010-06-01 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2010-05-07 2010-06-01 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2010-05-06 2010-05-28 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2009-12-22 2010-05-07 Completed 33.33% $24.62 $22.05 -10.49% Stop
2009-10-01 2010-05-07 Completed 33.33% $17.93 $22.05 22.91% Stop
2010-04-06 2010-05-06 Completed 33.33% $25.70 $23.03 -10.41% Stop
2009-09-04 2010-04-06 Interest (CASH) 33.33% $1.00 $1.00 0.05% Interest Income
2009-10-27 2009-12-22 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2009-09-14 2009-10-27 Completed 33.33% $19.54 $21.08 7.82% Signal
2009-09-09 2009-10-01 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2009-08-20 2009-09-14 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2009-07-13 2009-09-09 Completed 33.33% $21.28 $19.00 -10.78% Stop
2009-08-28 2009-09-04 Completed 33.33% $23.78 $20.85 -12.35% Stop
2009-08-06 2009-08-28 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2009-04-29 2009-08-20 Completed 33.33% $20.62 $20.56 -0.35% Stop
2009-07-17 2009-08-06 Completed 33.33% $22.96 $21.66 -5.71% Stop
2008-02-21 2009-07-17 Interest (CASH) 33.33% $1.00 $1.01 1.14% Interest Income
2007-08-29 2009-07-13 Interest (CASH) 33.33% $1.00 $1.03 2.73% Interest Income
2008-09-19 2009-04-29 Interest (CASH) 33.33% $1.00 $1.00 0.17% Interest Income
2008-06-30 2008-09-19 Completed 33.33% $28.01 $29.44 5.03% Stop
2007-08-07 2008-06-30 Interest (CASH) 33.33% $1.00 $1.02 2.42% Interest Income
2008-01-28 2008-02-21 Completed 33.33% $28.47 $28.54 0.21% Signal
2008-01-03 2008-01-28 Interest (CASH) 33.33% $1.00 $1.00 0.18% Interest Income
2007-11-20 2008-01-03 Completed 33.33% $31.32 $28.89 -7.79% Stop
2007-10-29 2007-11-20 Interest (CASH) 33.33% $1.00 $1.00 0.22% Interest Income
2007-09-05 2007-10-29 Completed 33.33% $34.31 $33.59 -2.14% Stop
2007-08-13 2007-09-05 Interest (CASH) 33.33% $1.00 $1.00 0.25% Interest Income
2007-08-24 2007-08-29 Completed 33.33% $33.90 $33.53 -1.13% Signal
2007-08-02 2007-08-24 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2007-08-03 2007-08-13 Completed 33.33% $40.63 $36.79 -9.51% Stop
2007-06-29 2007-08-07 Completed 33.33% $46.05 $38.04 -17.45% Stop
2007-07-12 2007-08-03 Interest (CASH) 33.33% $1.00 $1.00 0.31% Interest Income
2006-07-24 2007-08-02 Completed 33.33% $32.50 $40.03 23.09% Stop
2007-05-04 2007-07-12 Completed 33.33% $44.93 $42.03 -6.51% Stop
2007-04-30 2007-06-29 Interest (CASH) 33.33% $1.00 $1.01 0.80% Interest Income
2007-04-12 2007-05-04 Interest (CASH) 33.33% $1.00 $1.00 0.31% Interest Income
2006-10-02 2007-04-30 Completed 33.33% $38.19 $44.59 16.71% Signal
2006-06-15 2007-04-12 Completed 33.33% $34.08 $40.85 19.79% Stop
2006-06-29 2006-10-02 Interest (CASH) 33.33% $1.00 $1.01 1.27% Interest Income
2006-06-29 2006-07-24 Interest (CASH) 33.33% $1.00 $1.00 0.31% Interest Income
2005-08-15 2006-06-29 Completed 33.33% $31.18 $32.44 3.99% Stop
2003-08-28 2006-06-29 Completed 33.33% $19.32 $32.44 67.88% Stop
2006-05-23 2006-06-15 Interest (CASH) 33.33% $1.00 $1.00 0.30% Interest Income
2006-02-07 2006-05-23 Completed 33.33% $33.92 $34.10 0.46% Stop
2006-01-13 2006-02-07 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2005-05-09 2006-01-13 Completed 33.33% $29.32 $31.02 5.75% Stop
2005-05-16 2005-08-15 Interest (CASH) 33.33% $1.00 $1.01 0.78% Interest Income
2004-10-25 2005-05-16 Completed 33.33% $26.82 $28.48 6.11% Signal
2005-04-15 2005-05-09 Interest (CASH) 33.33% $1.00 $1.00 0.18% Interest Income
2003-08-29 2005-04-15 Completed 33.33% $19.40 $27.00 39.15% Stop
2004-08-11 2004-10-25 Interest (CASH) 33.33% $1.00 $1.00 0.34% Interest Income
2003-06-06 2004-08-11 Completed 33.33% $20.70 $23.84 15.11% Signal
2003-05-05 2003-08-29 Interest (CASH) 33.33% $1.00 $1.00 0.32% Interest Income
2002-10-25 2003-08-28 Interest (CASH) 33.33% $1.00 $1.01 0.93% Interest Income
2003-01-28 2003-06-06 Interest (CASH) 33.33% $1.00 $1.00 0.41% Interest Income
2003-04-03 2003-05-05 Completed 33.33% $18.40 $18.51 0.54% Signal
2003-03-12 2003-04-03 Interest (CASH) 33.33% $1.00 $1.00 0.07% Interest Income
2003-01-06 2003-03-12 Completed 33.33% $19.33 $16.85 -12.91% Stop
2002-10-25 2003-01-28 Completed 33.33% $20.02 $17.73 -11.51% Stop
2002-12-11 2003-01-06 Interest (CASH) 33.33% $1.00 $1.00 0.08% Interest Income
2002-11-04 2002-12-11 Completed 33.33% $20.42 $18.41 -9.90% Stop
2002-08-30 2002-11-04 Interest (CASH) 33.33% $1.00 $1.00 0.29% Interest Income
2002-08-05 2002-10-25 Completed 33.33% $18.66 $20.02 7.25% Signal
2002-07-09 2002-10-25 Interest (CASH) 33.33% $1.00 $1.01 0.50% Interest Income
2002-08-13 2002-08-30 Completed 33.33% $19.24 $19.96 3.71% Signal
2002-07-22 2002-08-13 Interest (CASH) 33.33% $1.00 $1.00 0.11% Interest Income
2002-07-12 2002-08-05 Interest (CASH) 33.33% $1.00 $1.00 0.11% Interest Income
2002-07-08 2002-07-22 Completed 33.33% $18.58 $16.13 -13.26% Stop
2002-04-18 2002-07-12 Completed 33.33% $20.44 $17.54 -14.26% Stop
2001-11-12 2002-07-09 Completed 33.33% $17.59 $18.51 5.18% Signal
2002-06-13 2002-07-08 Interest (CASH) 33.33% $1.00 $1.00 0.11% Interest Income
2001-10-10 2002-06-13 Completed 33.33% $15.45 $18.57 20.10% Stop
2001-12-03 2002-04-18 Interest (CASH) 33.33% $1.00 $1.01 0.64% Interest Income
2001-10-05 2001-12-03 Completed 33.33% $15.47 $17.54 13.30% Signal
2001-09-07 2001-11-12 Interest (CASH) 33.33% $1.00 $1.00 0.37% Interest Income
2001-09-18 2001-10-10 Interest (CASH) 33.33% $1.00 $1.00 0.14% Interest Income
2001-09-07 2001-10-05 Interest (CASH) 33.33% $1.00 $1.00 0.15% Interest Income
2001-08-24 2001-09-18 Completed 33.33% $18.91 $16.62 -12.18% Stop
2001-04-06 2001-09-07 Completed 33.33% $18.36 $17.17 -6.52% Stop
2000-12-19 2001-09-07 Completed 33.33% $17.22 $17.17 -0.35% Stop
2001-08-02 2001-08-24 Interest (CASH) 33.33% $1.00 $1.00 0.22% Interest Income
2001-04-04 2001-08-02 Completed 33.33% $17.83 $18.64 4.46% Stop
2001-01-03 2001-04-06 Interest (CASH) 33.33% $1.00 $1.01 1.23% Interest Income
2001-02-16 2001-04-04 Interest (CASH) 33.33% $1.00 $1.01 0.57% Interest Income
2000-12-19 2001-02-16 Completed 33.33% $17.22 $18.08 4.96% Signal
2000-12-18 2001-01-03 Completed 33.33% $17.47 $17.28 -1.14% Signal
2000-11-27 2000-12-19 Interest (CASH) 33.33% $1.00 $1.00 0.38% Interest Income
2000-11-27 2000-12-19 Interest (CASH) 33.33% $1.00 $1.00 0.38% Interest Income
2000-11-24 2000-12-18 Interest (CASH) 33.33% $1.00 $1.00 0.38% Interest Income
2000-11-09 2000-11-27 Completed 33.33% $18.55 $16.57 -10.72% Stop
2000-09-27 2000-11-27 Completed 33.33% $18.86 $16.57 -12.16% Stop
2000-07-12 2000-11-24 Completed 33.33% $16.93 $16.55 -2.26% Stop
2000-10-18 2000-11-09 Interest (CASH) 33.33% $1.00 $1.00 0.39% Interest Income
2000-04-20 2000-10-18 Completed 33.33% $15.08 $18.10 19.98% Stop
2000-05-19 2000-09-27 Interest (CASH) 33.33% $1.00 $1.02 2.13% Interest Income
2000-03-29 2000-07-12 Interest (CASH) 33.33% $1.00 $1.02 1.65% Interest Income
2000-03-16 2000-05-19 Completed 33.33% $14.30 $15.19 6.14% Signal
2000-03-29 2000-04-20 Interest (CASH) 33.33% $1.00 $1.00 0.36% Interest Income
2000-03-14 2000-03-29 Completed 33.33% $13.85 $13.57 -2.09% Signal
2000-03-14 2000-03-29 Completed 33.33% $13.85 $13.57 -2.09% Stop
2000-02-23 2000-03-16 Interest (CASH) 33.33% $1.00 $1.00 0.36% Interest Income
2000-02-18 2000-03-14 Interest (CASH) 33.33% $1.00 $1.00 0.36% Interest Income
2000-02-18 2000-03-14 Interest (CASH) 33.33% $1.00 $1.00 0.36% Interest Income
2000-01-24 2000-02-23 Completed 33.33% $17.41 $14.96 -14.08% Stop
2000-02-01 2000-02-18 Completed 33.33% $17.01 $15.42 -9.42% Stop
1999-11-12 2000-02-18 Completed 33.33% $17.27 $15.42 -10.77% Stop
2000-01-07 2000-02-01 Interest (CASH) 33.33% $1.00 $1.00 0.34% Interest Income
1999-11-11 2000-01-24 Interest (CASH) 33.33% $1.00 $1.01 1.02% Interest Income
1999-10-19 2000-01-07 Completed 33.33% $15.90 $16.09 1.13% Stop
1999-09-03 1999-11-12 Interest (CASH) 33.33% $1.00 $1.01 0.95% Interest Income
1999-10-19 1999-11-11 Completed 33.33% $15.90 $17.40 9.35% Signal
1999-09-27 1999-10-19 Interest (CASH) 33.33% $1.00 $1.00 0.30% Interest Income
1999-09-27 1999-10-19 Interest (CASH) 33.33% $1.00 $1.00 0.30% Interest Income
1999-04-16 1999-09-27 Completed 33.33% $16.43 $14.43 -12.22% Stop
1997-01-20 1999-09-27 Completed 33.33% $6.97 $14.43 106.99% Stop
1999-08-24 1999-09-03 Completed 33.33% $16.04 $15.06 -6.11% Stop
1999-07-14 1999-08-24 Interest (CASH) 33.33% $1.00 $1.01 0.54% Interest Income
1996-11-12 1999-07-14 Completed 33.33% $6.39 $15.49 142.12% Signal
1999-03-24 1999-04-16 Interest (CASH) 33.33% $1.00 $1.00 0.28% Interest Income
1998-10-05 1999-03-24 Completed 33.33% $11.50 $15.24 32.51% Stop
1998-09-11 1998-10-05 Interest (CASH) 33.33% $1.00 $1.00 0.29% Interest Income
1996-08-05 1998-09-11 Completed 33.33% $5.72 $11.03 92.71% Stop
1996-11-12 1997-01-20 Interest (CASH) 33.33% $1.00 $1.01 0.91% Interest Income
1996-08-13 1996-11-12 Interest (CASH) 33.33% $1.00 $1.01 1.29% Interest Income
1996-08-09 1996-11-12 Completed 33.33% $5.58 $6.39 14.51% Signal
1996-08-09 1996-08-13 Completed 33.33% $5.58 $5.63 0.88% Signal
1996-07-18 1996-08-09 Interest (CASH) 33.33% $1.00 $1.00 0.33% Interest Income
1996-07-18 1996-08-09 Interest (CASH) 33.33% $1.00 $1.00 0.33% Interest Income
1996-07-12 1996-08-05 Interest (CASH) 33.33% $1.00 $1.00 0.33% Interest Income
1995-07-03 1996-07-18 Completed 33.33% $5.12 $5.42 5.91% Stop
1995-04-26 1996-07-18 Completed 33.33% $4.87 $5.42 11.34% Stop
1995-01-03 1996-07-12 Completed 33.33% $4.43 $5.93 33.72% Stop
1995-04-13 1995-07-03 Interest (CASH) 33.33% $1.00 $1.01 1.23% Interest Income
1995-01-12 1995-04-26 Interest (CASH) 33.33% $1.00 $1.02 1.65% Interest Income
1994-10-21 1995-04-13 Completed 33.33% $4.86 $4.81 -1.11% Signal
1994-08-18 1995-01-12 Completed 33.33% $4.53 $4.36 -3.86% Signal
1994-12-08 1995-01-03 Interest (CASH) 33.33% $1.00 $1.00 0.35% Interest Income
1994-04-28 1994-12-08 Completed 33.33% $4.23 $4.34 2.51% Stop
1994-07-22 1994-10-21 Interest (CASH) 33.33% $1.00 $1.01 1.18% Interest Income
1994-04-19 1994-08-18 Interest (CASH) 33.33% $1.00 $1.01 1.42% Interest Income
1993-02-04 1994-07-22 Completed 33.33% $3.93 $4.50 14.29% Signal
1994-04-05 1994-04-28 Interest (CASH) 33.33% $1.00 $1.00 0.23% Interest Income
1994-03-24 1994-04-19 Completed 33.33% $4.56 $4.20 -8.01% Signal
1992-08-05 1994-04-05 Completed 33.33% $3.46 $4.15 20.02% Stop
1994-02-16 1994-03-24 Interest (CASH) 33.33% $1.00 $1.00 0.35% Interest Income
1993-08-23 1994-02-16 Completed 33.33% $4.35 $4.48 2.98% Signal
1993-05-19 1993-08-23 Interest (CASH) 33.33% $1.00 $1.01 0.81% Interest Income
1992-11-18 1993-05-19 Completed 33.33% $3.67 $3.66 -0.26% Signal
1992-11-24 1993-02-04 Interest (CASH) 33.33% $1.00 $1.01 0.61% Interest Income
1992-08-14 1992-11-24 Completed 33.33% $3.53 $3.71 4.93% Signal
1992-07-23 1992-11-18 Interest (CASH) 33.33% $1.00 $1.01 1.00% Interest Income
1992-07-23 1992-08-14 Interest (CASH) 33.33% $1.00 $1.00 0.20% Interest Income
1992-07-14 1992-08-05 Interest (CASH) 33.33% $1.00 $1.00 0.20% Interest Income
1992-04-13 1992-07-23 Completed 33.33% $3.69 $3.30 -10.68% Stop
1991-10-16 1992-07-23 Completed 33.33% $3.17 $3.30 4.06% Stop
1991-10-16 1992-07-14 Completed 33.33% $3.17 $3.42 7.88% Stop
1991-11-29 1992-04-13 Interest (CASH) 33.33% $1.00 $1.01 1.47% Interest Income
1991-10-04 1991-11-29 Completed 33.33% $2.99 $3.08 2.99% Signal
1991-08-27 1991-10-16 Interest (CASH) 33.33% $1.00 $1.01 0.72% Interest Income
1990-05-15 1991-10-16 Interest (CASH) 33.33% $1.00 $1.10 9.53% Interest Income
1991-09-12 1991-10-04 Interest (CASH) 33.33% $1.00 $1.00 0.33% Interest Income
1991-04-09 1991-09-12 Completed 33.33% $3.55 $3.11 -12.61% Stop
1991-01-18 1991-08-27 Completed 33.33% $2.98 $3.18 6.82% Signal
1989-12-27 1991-04-09 Interest (CASH) 33.33% $1.00 $1.10 9.61% Interest Income
1990-08-24 1991-01-18 Interest (CASH) 33.33% $1.00 $1.03 2.84% Interest Income
1990-07-10 1990-08-24 Completed 33.33% $3.17 $2.57 -18.99% Stop
1989-11-20 1990-07-10 Interest (CASH) 33.33% $1.00 $1.05 4.97% Interest Income
1990-03-07 1990-05-15 Completed 33.33% $3.02 $3.05 1.10% Signal
1990-02-12 1990-03-07 Interest (CASH) 33.33% $1.00 $1.00 0.49% Interest Income
1990-01-11 1990-02-12 Completed 33.33% $3.10 $2.89 -7.11% Stop
1989-12-18 1990-01-11 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1989-11-07 1989-12-27 Completed 33.33% $3.39 $3.04 -10.16% Signal
1989-11-08 1989-12-18 Completed 33.33% $3.36 $3.06 -9.03% Stop
1989-11-07 1989-11-20 Completed 33.33% $3.39 $3.43 1.15% Signal
1989-10-17 1989-11-08 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1989-10-16 1989-11-07 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1989-10-16 1989-11-07 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1989-10-09 1989-10-17 Completed 33.33% $4.06 $3.55 -12.59% Stop
1989-03-30 1989-10-16 Completed 33.33% $3.61 $3.59 -0.75% Stop
1988-12-08 1989-10-16 Completed 33.33% $3.41 $3.59 5.06% Stop
1989-09-15 1989-10-09 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1989-05-19 1989-09-15 Completed 33.33% $3.67 $3.99 8.71% Stop
1988-11-17 1989-05-19 Interest (CASH) 33.33% $1.00 $1.04 3.84% Interest Income
1989-01-23 1989-03-30 Interest (CASH) 33.33% $1.00 $1.01 1.39% Interest Income
1988-12-08 1989-01-23 Completed 33.33% $3.41 $3.67 7.55% Signal
1988-11-15 1988-12-08 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1988-11-15 1988-12-08 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1988-07-21 1988-11-17 Completed 33.33% $3.33 $3.10 -6.89% Stop
1988-08-11 1988-11-15 Completed 33.33% $3.35 $3.23 -3.50% Stop
1988-07-21 1988-11-15 Completed 33.33% $3.33 $3.23 -2.93% Stop
1988-07-20 1988-08-11 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1988-05-04 1988-07-21 Interest (CASH) 33.33% $1.00 $1.02 1.63% Interest Income
1988-02-17 1988-07-21 Interest (CASH) 33.33% $1.00 $1.03 3.28% Interest Income
1988-04-11 1988-07-20 Completed 33.33% $2.97 $3.24 9.04% Signal
1988-04-21 1988-05-04 Completed 33.33% $2.77 $2.68 -3.33% Signal
1988-03-29 1988-04-21 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1988-02-17 1988-04-11 Interest (CASH) 33.33% $1.00 $1.01 1.11% Interest Income
1988-02-12 1988-03-29 Completed 33.33% $2.91 $2.81 -3.67% Stop
1988-02-16 1988-02-17 Completed 33.33% $3.08 $2.91 -5.49% Stop
1988-02-16 1988-02-17 Completed 33.33% $3.08 $2.91 -5.49% Stop
1987-12-31 1988-02-16 Interest (CASH) 33.33% $1.00 $1.01 0.93% Interest Income
1987-12-08 1988-02-16 Interest (CASH) 33.33% $1.00 $1.01 1.42% Interest Income
1988-01-21 1988-02-12 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1987-12-23 1988-01-21 Completed 33.33% $2.49 $2.47 -0.57% Stop
1987-11-10 1987-12-31 Completed 33.33% $2.74 $2.49 -8.94% Signal
1987-12-01 1987-12-23 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1987-11-10 1987-12-08 Completed 33.33% $2.74 $2.53 -7.76% Signal
1987-11-03 1987-12-01 Completed 33.33% $2.74 $2.53 -7.76% Stop
1987-10-19 1987-11-10 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1987-10-19 1987-11-10 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1987-10-12 1987-11-03 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1987-08-07 1987-10-19 Completed 33.33% $3.76 $3.32 -11.55% Stop
1987-05-20 1987-10-19 Completed 33.33% $3.01 $3.32 10.28% Stop
1987-04-27 1987-10-12 Completed 33.33% $3.00 $3.71 23.33% Stop
1987-07-16 1987-08-07 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1987-05-20 1987-07-16 Completed 33.33% $3.01 $3.54 17.45% Signal
1987-04-28 1987-05-20 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1987-04-28 1987-05-20 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1987-01-16 1987-04-28 Completed 33.33% $3.11 $3.00 -3.52% Stop
1986-03-21 1987-04-28 Completed 33.33% $2.83 $3.00 6.06% Stop
1987-04-02 1987-04-27 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1986-10-08 1987-04-02 Completed 33.33% $2.70 $3.24 19.87% Stop
1986-09-24 1987-01-16 Interest (CASH) 33.33% $1.00 $1.02 2.39% Interest Income
1986-09-16 1986-10-08 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1986-01-15 1986-09-24 Completed 33.33% $2.35 $2.70 14.98% Signal
1986-04-30 1986-09-16 Completed 33.33% $2.70 $2.71 0.34% Stop
1986-04-08 1986-04-30 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1985-12-20 1986-04-08 Completed 33.33% $2.35 $2.65 12.97% Stop
1985-12-10 1986-03-21 Interest (CASH) 33.33% $1.00 $1.02 2.12% Interest Income
1985-09-16 1986-01-15 Interest (CASH) 33.33% $1.00 $1.03 2.51% Interest Income
1984-10-10 1985-12-20 Interest (CASH) 33.33% $1.00 $1.09 9.45% Interest Income
1985-10-09 1985-12-10 Completed 33.33% $1.97 $2.27 14.99% Signal
1985-09-16 1985-10-09 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1985-06-05 1985-09-16 Completed 33.33% $2.43 $2.09 -14.03% Stop
1985-03-14 1985-09-16 Completed 33.33% $1.97 $2.09 5.63% Stop
1985-03-18 1985-06-05 Interest (CASH) 33.33% $1.00 $1.02 1.66% Interest Income
1984-11-09 1985-03-18 Completed 33.33% $1.97 $2.02 2.08% Signal
1984-12-06 1985-03-14 Interest (CASH) 33.33% $1.00 $1.02 2.02% Interest Income
1984-11-09 1984-12-06 Completed 33.33% $1.97 $1.91 -3.10% Signal
1984-10-18 1984-11-09 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1984-10-18 1984-11-09 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1984-08-02 1984-10-18 Completed 33.33% $2.17 $1.94 -10.60% Stop
1984-06-29 1984-10-18 Completed 33.33% $2.09 $1.94 -7.25% Stop
1984-08-15 1984-10-10 Completed 33.33% $2.26 $1.95 -13.87% Stop
1984-07-24 1984-08-15 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1983-12-16 1984-08-02 Interest (CASH) 33.33% $1.00 $1.05 4.84% Interest Income
1984-06-21 1984-07-24 Completed 33.33% $2.15 $1.90 -11.78% Stop
1983-11-23 1984-06-29 Interest (CASH) 33.33% $1.00 $1.05 4.62% Interest Income
1984-05-30 1984-06-21 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1984-04-17 1984-05-30 Completed 33.33% $1.90 $1.77 -6.71% Stop
1984-03-26 1984-04-17 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1984-02-23 1984-03-26 Completed 33.33% $1.79 $1.67 -7.09% Stop
1984-01-31 1984-02-23 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1984-01-11 1984-01-31 Completed 33.33% $2.09 $1.78 -14.99% Stop
1983-12-16 1984-01-11 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1983-11-16 1983-12-16 Completed 33.33% $2.20 $1.95 -11.52% Stop
1983-08-24 1983-12-16 Completed 33.33% $1.99 $1.95 -2.16% Stop
1983-11-21 1983-11-23 Completed 33.33% $2.26 $2.13 -5.90% Stop
1983-09-09 1983-11-21 Interest (CASH) 33.33% $1.00 $1.02 1.54% Interest Income
1983-10-25 1983-11-16 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1983-08-03 1983-10-25 Completed 33.33% $2.02 $2.13 5.30% Stop
1983-08-24 1983-09-09 Completed 33.33% $1.99 $2.31 15.65% Signal
1983-08-02 1983-08-24 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1983-08-02 1983-08-24 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1983-07-12 1983-08-03 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1982-09-23 1983-08-02 Completed 33.33% $1.47 $2.04 38.87% Stop
1982-09-13 1983-08-02 Completed 33.33% $1.38 $2.04 47.96% Stop
1983-02-16 1983-07-12 Completed 33.33% $1.79 $2.26 26.54% Stop
1983-01-25 1983-02-16 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1982-08-02 1983-01-25 Completed 33.33% $1.21 $1.70 40.73% Stop
1982-08-18 1982-09-23 Interest (CASH) 33.33% $1.00 $1.01 0.75% Interest Income
1982-02-12 1982-09-13 Interest (CASH) 33.33% $1.00 $1.04 4.46% Interest Income
1982-06-07 1982-08-18 Completed 33.33% $1.22 $1.12 -8.17% Signal
1982-07-09 1982-08-02 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1982-02-04 1982-07-09 Completed 33.33% $1.20 $1.13 -5.57% Stop
1982-03-25 1982-06-07 Interest (CASH) 33.33% $1.00 $1.02 1.51% Interest Income
1981-12-28 1982-03-25 Completed 33.33% $1.25 $1.19 -4.39% Signal
1981-09-28 1982-02-12 Completed 33.33% $1.07 $1.18 9.75% Signal
1982-01-13 1982-02-04 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1981-09-11 1982-01-13 Completed 33.33% $1.10 $1.13 2.68% Stop
1981-10-07 1981-12-28 Interest (CASH) 33.33% $1.00 $1.02 1.69% Interest Income
1981-09-28 1981-10-07 Completed 33.33% $1.07 $1.14 6.11% Signal
1981-09-03 1981-09-28 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1981-09-03 1981-09-28 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1981-08-19 1981-09-11 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1980-06-20 1981-09-03 Completed 33.33% $0.73 $1.13 53.20% Stop
1980-03-24 1981-09-03 Completed 33.33% $0.60 $1.13 87.85% Stop
1981-03-11 1981-08-19 Completed 33.33% $1.07 $1.16 8.35% Stop
1981-02-17 1981-03-11 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1980-03-21 1981-02-17 Completed 33.33% $0.60 $0.97 62.55% Stop
1980-05-15 1980-06-20 Interest (CASH) 33.33% $1.00 $1.01 0.75% Interest Income
1980-03-24 1980-05-15 Completed 33.33% $0.60 $0.72 20.54% Signal
1980-02-29 1980-03-24 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1980-02-29 1980-03-24 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1980-02-28 1980-03-21 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1980-01-31 1980-02-29 Completed 33.33% $0.73 $0.61 -16.57% Stop
1979-12-27 1980-02-29 Completed 33.33% $0.69 $0.61 -12.22% Stop
1979-11-02 1980-02-28 Completed 33.33% $0.61 $0.62 1.93% Stop
1979-08-14 1980-01-31 Interest (CASH) 33.33% $1.00 $1.04 3.59% Interest Income
1979-12-04 1979-12-27 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1979-10-11 1979-12-04 Completed 33.33% $0.60 $0.61 1.95% Signal
1979-10-11 1979-11-02 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1979-05-30 1979-10-11 Interest (CASH) 33.33% $1.00 $1.03 2.85% Interest Income
1979-02-26 1979-10-11 Completed 33.33% $0.63 $0.60 -4.81% Stop
1979-03-06 1979-08-14 Completed 33.33% $0.60 $0.64 7.48% Signal
1979-03-20 1979-05-30 Completed 33.33% $0.61 $0.59 -3.51% Signal
1979-02-26 1979-03-20 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1979-02-09 1979-03-06 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1979-02-01 1979-02-26 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1979-01-23 1979-02-26 Completed 33.33% $0.77 $0.63 -17.69% Stop
1978-11-22 1979-02-09 Completed 33.33% $0.55 $0.70 26.02% Stop
1978-11-09 1979-02-01 Completed 33.33% $0.49 $0.67 36.52% Stop
1978-10-31 1979-01-23 Interest (CASH) 33.33% $1.00 $1.02 1.72% Interest Income
1978-10-31 1978-11-22 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1978-10-18 1978-11-09 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1978-06-06 1978-10-31 Completed 33.33% $0.56 $0.51 -8.60% Stop
1978-05-03 1978-10-31 Completed 33.33% $0.52 $0.51 -0.63% Stop
1978-02-02 1978-10-18 Completed 33.33% $0.42 $0.53 26.56% Stop
1978-02-21 1978-06-06 Interest (CASH) 33.33% $1.00 $1.02 2.21% Interest Income
1977-12-02 1978-05-03 Interest (CASH) 33.33% $1.00 $1.03 3.16% Interest Income
1976-04-13 1978-02-21 Completed 33.33% $0.33 $0.43 29.03% Signal
1978-01-11 1978-02-02 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1976-11-11 1978-01-11 Completed 33.33% $0.34 $0.42 20.99% Stop
1977-01-31 1977-12-02 Completed 33.33% $0.39 $0.45 15.33% Signal
1976-12-15 1977-01-31 Interest (CASH) 33.33% $1.00 $1.01 0.96% Interest Income
1976-08-23 1976-12-15 Completed 33.33% $0.37 $0.39 5.68% Signal
1976-10-19 1976-11-11 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1976-04-01 1976-10-19 Completed 33.33% $0.36 $0.34 -6.71% Stop
1976-06-23 1976-08-23 Interest (CASH) 33.33% $1.00 $1.01 1.26% Interest Income
1976-04-13 1976-06-23 Completed 33.33% $0.33 $0.36 8.13% Signal
1976-03-22 1976-04-13 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1976-03-22 1976-04-13 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1976-03-10 1976-04-01 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1976-01-02 1976-03-22 Completed 33.33% $0.31 $0.34 7.64% Stop
1975-11-18 1976-03-22 Completed 33.33% $0.32 $0.34 6.61% Stop
1975-12-31 1976-03-10 Completed 33.33% $0.31 $0.36 16.61% Stop
1975-12-09 1976-01-02 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1975-12-08 1975-12-31 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1975-10-13 1975-12-09 Completed 33.33% $0.27 $0.27 1.06% Stop
1975-09-09 1975-12-08 Completed 33.33% $0.26 $0.28 8.18% Stop
1975-09-17 1975-11-18 Interest (CASH) 33.33% $1.00 $1.01 1.32% Interest Income
1975-09-19 1975-10-13 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1975-08-28 1975-09-19 Completed 33.33% $0.26 $0.23 -10.51% Stop
1975-08-28 1975-09-17 Completed 33.33% $0.26 $0.23 -11.67% Signal
1975-05-01 1975-09-09 Interest (CASH) 33.33% $1.00 $1.03 2.70% Interest Income
1975-08-06 1975-08-28 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1975-08-06 1975-08-28 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1975-07-08 1975-08-06 Completed 33.33% $0.26 $0.23 -10.39% Stop
1975-07-08 1975-08-06 Completed 33.33% $0.26 $0.23 -10.39% Stop
1975-06-13 1975-07-08 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1975-06-13 1975-07-08 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
1975-05-05 1975-06-13 Completed 33.33% $0.30 $0.26 -12.04% Stop
1975-05-05 1975-06-13 Completed 33.33% $0.30 $0.26 -12.04% Stop
1975-05-01 1975-05-05 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
1975-05-01 1975-05-05 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income

Next Steps: Portfolio Integration & Comparative Analysis

Single-ticker trend following is designed to truncate tail risk inside a broader portfolio. View where SPGI ranks across 40+ tracked assets, evaluate correlation against non-correlated diversifiers, or model it inside a custom all-weather asset mix.

📊 View Full 40-Asset Backtest Matrix → 🛠️ Build Custom Portfolio with SPGI → ⚖️ Compare SPGI vs Non-Correlated Assets →