SPTL: SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (Truncated)

Trend Following Summary

--- Trend Following for SPTL as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2009-05-26   $1.00           2009-05-27   $1.00                   1.00x (Cash)
2009-05-27   $16.79          2010-03-19   $17.33                  1.03x
2010-03-19   $1.00           2010-10-12   $1.05                   1.05x (Cash)
2010-10-12   $20.04          2013-08-22   $21.32                  1.06x
2013-08-22   $1.00           2014-12-02   $1.10                   1.10x (Cash)
2014-12-02   $26.03          2017-07-18   $28.26                  1.09x
2017-07-18   $1.00           2017-11-07   $1.09                   1.09x (Cash)
2017-11-07   $28.89          2018-02-08   $27.20                  0.94x
2018-02-08   $1.00           2018-12-11   $0.96                   0.96x (Cash)
2018-12-11   $28.06          2021-08-17   $36.76                  1.31x
2021-08-17   $1.00           2024-08-05   $1.44                   1.44x (Cash)
2024-08-05   $27.72          2024-10-22   $26.12                  0.94x
----------------------------------------------------------------------
Method CAGR                   3.41%
Buy & Hold CAGR               2.83%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Disclaimer

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Trend Following Summary

--- Trend Following for SPTL as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2009-05-22   $16.93          2009-06-09   $16.38                  0.97x
2009-06-09   $1.00           2009-06-30   $0.97                   0.97x (Cash)
2009-06-30   $16.99          2010-01-11   $16.81                  0.99x
2010-01-11   $1.00           2010-02-02   $0.99                   0.99x (Cash)
2010-02-02   $17.19          2010-02-03   $17.12                  1.00x
2010-02-03   $1.00           2010-05-20   $1.01                   1.01x (Cash)
2010-05-20   $18.39          2011-01-04   $18.22                  0.99x
2011-01-04   $1.00           2011-06-15   $1.01                   1.01x (Cash)
2011-06-15   $19.21          2013-01-28   $23.78                  1.24x
2013-01-28   $1.00           2014-03-06   $1.27                   1.27x (Cash)
2014-03-06   $22.59          2015-06-18   $25.47                  1.13x
2015-06-18   $1.00           2015-11-30   $1.14                   1.14x (Cash)
2015-11-30   $26.48          2016-11-17   $27.24                  1.03x
2016-11-17   $1.00           2017-06-05   $1.04                   1.04x (Cash)
2017-06-05   $28.33          2018-02-16   $27.40                  0.97x
2018-02-16   $1.00           2018-08-21   $0.98                   0.98x (Cash)
2018-08-21   $28.29          2018-09-28   $27.56                  0.97x
2018-09-28   $1.00           2018-12-11   $0.98                   0.98x (Cash)
2018-12-11   $28.06          2020-11-16   $38.50                  1.37x
2020-11-16   $1.00           2021-08-17   $1.39                   1.39x (Cash)
2021-08-17   $36.76          2022-02-15   $33.77                  0.92x
2022-02-15   $1.00           2023-05-03   $0.95                   0.95x (Cash)
2023-05-03   $27.76          2023-07-28   $26.23                  0.94x
2023-07-28   $1.00           2024-01-29   $0.97                   0.97x (Cash)
2024-01-29   $25.64          2024-06-04   $25.54                  1.00x
2024-06-04   $1.00           2024-06-26   $1.00                   1.00x (Cash)
2024-06-26   $25.81          2024-12-20   $25.29                  0.98x
2024-12-20   $1.00           2025-08-28   $1.01                   1.01x (Cash)
2025-08-28   $25.72          2026-02-27   $27.46                  1.07x (open)
----------------------------------------------------------------------
Method CAGR                   3.93%
Buy & Hold CAGR               2.83%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Disclaimer

No Fiduciary Relationship: Your use of this information does not create a fiduciary or professional advisory relationship. We are not acting as your financial advisor.

NON-SUBSCRIBER VERSION - data truncated to 63 trading days in the past

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Trend Following Summary

Disclaimer

NON-SUBSCRIBER VERSION - data truncated to 63 trading days in the past

Subscribe to get up-to-date analysis.

Trend Following Summary

Disclaimer