Moving Average (50/200)
UNH
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-08
Trading Style:
Methodology:
UNH Quality Metrics & KPI Summary
| Metric | Strategy | Buy & Hold | Description |
|---|---|---|---|
| CAGR | 12.53% | 18.80% | Compound Annual Growth Rate. Measures the mean annual growth rate of an investment over a specified period of time longer than one year. |
| Sharpe Ratio | 0.48 | 0.43 | A measure of risk-adjusted return. Higher indicates better return per unit of volatility. |
| Max Drawdown | -54.03% | -82.68% | The maximum loss from a peak to a trough of a portfolio, before a new peak is attained. |
| % Time Invested | 62.8% | 100.0% | The percentage of total simulation time where the strategy held a long position in the asset. |
| Trades / Year | 2.1 | 0.0 | The average number of trade executions per calendar year. Low turnover reduces slippage and tax drag. |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-01-27 | 2026-03-02 | COMPLETED | 100% | $291.70 | $285.94 | -1.98% | Signal |
| 2025-02-03 | 2026-01-27 | INTEREST | 100% | $1.00 | $1.04 | 4.15% | Interest Income |
| 2025-01-08 | 2025-02-03 | COMPLETED | 100% | $498.26 | $524.89 | 5.34% | Signal |
| 2024-12-13 | 2025-01-08 | INTEREST | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2024-08-12 | 2024-12-13 | COMPLETED | 100% | $540.57 | $499.36 | -7.62% | Stop |
| 2024-07-19 | 2024-08-12 | INTEREST | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2024-07-17 | 2024-07-19 | COMPLETED | 100% | $532.58 | $545.19 | 2.37% | Signal |
| 2024-03-07 | 2024-07-17 | INTEREST | 100% | $1.00 | $1.02 | 1.55% | Interest Income |
| 2023-09-14 | 2024-03-07 | COMPLETED | 100% | $458.63 | $451.96 | -1.45% | Stop |
| 2023-07-27 | 2023-09-14 | INTEREST | 100% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2023-07-25 | 2023-07-27 | COMPLETED | 100% | $482.76 | $481.40 | -0.28% | Signal |
| 2023-02-03 | 2023-07-25 | INTEREST | 100% | $1.00 | $1.02 | 1.69% | Interest Income |
| 2022-06-14 | 2023-02-03 | COMPLETED | 100% | $434.88 | $446.41 | 2.65% | Stop |
| 2022-05-20 | 2022-06-14 | INTEREST | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-04-16 | 2022-05-20 | COMPLETED | 100% | $256.15 | $447.79 | 74.82% | Stop |
| 2020-03-24 | 2020-04-16 | INTEREST | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-20 | 2020-03-24 | COMPLETED | 100% | $201.69 | $182.68 | -9.43% | Stop |
| 2020-02-27 | 2020-03-20 | INTEREST | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-11-25 | 2020-02-27 | COMPLETED | 100% | $248.99 | $232.53 | -6.61% | Stop |
| 2019-02-27 | 2019-11-25 | INTEREST | 100% | $1.00 | $1.02 | 1.54% | Interest Income |
| 2019-01-16 | 2019-02-27 | COMPLETED | 100% | $228.94 | $231.49 | 1.11% | Signal |
| 2018-12-21 | 2019-01-16 | INTEREST | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-03-01 | 2018-12-21 | COMPLETED | 100% | $197.05 | $213.01 | 8.10% | Stop |
| 2018-02-06 | 2018-03-01 | INTEREST | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2016-03-24 | 2018-02-06 | COMPLETED | 100% | $109.48 | $185.27 | 69.23% | Stop |
| 2015-11-30 | 2016-03-24 | INTEREST | 100% | $1.00 | $1.01 | 0.63% | Interest Income |
| 2015-09-17 | 2015-11-30 | COMPLETED | 100% | $102.27 | $96.43 | -5.71% | Signal |
| 2015-08-25 | 2015-09-17 | INTEREST | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2013-02-15 | 2015-08-25 | COMPLETED | 100% | $45.96 | $94.71 | 106.06% | Stop |
| 2012-11-29 | 2013-02-15 | INTEREST | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2012-10-23 | 2012-11-29 | COMPLETED | 100% | $44.99 | $42.73 | -5.03% | Signal |
| 2012-09-11 | 2012-10-23 | INTEREST | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2012-08-17 | 2012-09-11 | COMPLETED | 100% | $42.86 | $42.92 | 0.13% | Signal |
| 2012-07-26 | 2012-08-17 | INTEREST | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2011-12-30 | 2012-07-26 | COMPLETED | 100% | $40.53 | $42.45 | 4.73% | Stop |
| 2011-11-23 | 2011-12-30 | INTEREST | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2011-10-26 | 2011-11-23 | COMPLETED | 100% | $39.10 | $34.78 | -11.07% | Signal |
| 2011-10-04 | 2011-10-26 | INTEREST | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2011-08-29 | 2011-10-04 | COMPLETED | 100% | $36.45 | $33.31 | -8.62% | Stop |
| 2011-08-05 | 2011-08-29 | INTEREST | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-09-09 | 2011-08-05 | COMPLETED | 100% | $26.53 | $35.93 | 35.44% | Stop |
| 2010-08-11 | 2010-09-09 | INTEREST | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2010-08-09 | 2010-08-11 | COMPLETED | 100% | $26.07 | $25.56 | -1.94% | Signal |
| 2010-06-25 | 2010-08-09 | INTEREST | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2010-05-19 | 2010-06-25 | COMPLETED | 100% | $23.33 | $23.15 | -0.78% | Signal |
| 2010-04-27 | 2010-05-19 | INTEREST | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2009-10-20 | 2010-04-27 | COMPLETED | 100% | $19.88 | $23.12 | 16.31% | Stop |
| 2009-09-28 | 2009-10-20 | INTEREST | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-06-03 | 2009-09-28 | COMPLETED | 100% | $21.13 | $19.69 | -6.78% | Stop |
| 2009-02-26 | 2009-06-03 | INTEREST | 100% | $1.00 | $1.01 | 0.80% | Interest Income |
| 2009-02-23 | 2009-02-26 | COMPLETED | 100% | $20.56 | $18.04 | -12.26% | Stop |
| 2008-03-10 | 2009-02-23 | INTEREST | 100% | $1.00 | $1.03 | 3.35% | Interest Income |
| 2008-02-15 | 2008-03-10 | COMPLETED | 100% | $35.79 | $34.88 | -2.55% | Signal |
| 2008-01-24 | 2008-02-15 | INTEREST | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2007-12-18 | 2008-01-24 | COMPLETED | 100% | $43.94 | $38.90 | -11.46% | Stop |
| 2007-11-15 | 2007-12-18 | INTEREST | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2007-11-13 | 2007-11-15 | COMPLETED | 100% | $40.78 | $40.72 | -0.15% | Signal |
| 2007-10-17 | 2007-11-13 | INTEREST | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2007-10-15 | 2007-10-17 | COMPLETED | 100% | $38.42 | $37.45 | -2.53% | Signal |
| 2007-08-01 | 2007-10-15 | INTEREST | 100% | $1.00 | $1.01 | 0.93% | Interest Income |
| 2006-12-28 | 2007-08-01 | COMPLETED | 100% | $40.81 | $37.26 | -8.71% | Stop |
| 2006-08-24 | 2006-12-28 | INTEREST | 100% | $1.00 | $1.02 | 1.59% | Interest Income |
| 2006-08-22 | 2006-08-24 | COMPLETED | 100% | $38.21 | $38.35 | 0.38% | Signal |
| 2006-04-19 | 2006-08-22 | INTEREST | 100% | $1.00 | $1.02 | 1.72% | Interest Income |
| 2006-04-05 | 2006-04-19 | COMPLETED | 100% | $42.58 | $38.34 | -9.97% | Signal |
| 2006-03-14 | 2006-04-05 | INTEREST | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2003-04-29 | 2006-03-14 | COMPLETED | 100% | $17.50 | $42.78 | 144.39% | Stop |
| 2002-12-31 | 2003-04-29 | INTEREST | 100% | $1.00 | $1.01 | 1.25% | Interest Income |
| 2002-12-17 | 2002-12-31 | COMPLETED | 100% | $15.84 | $16.11 | 1.72% | Signal |
| 2002-11-22 | 2002-12-17 | INTEREST | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2002-08-14 | 2002-11-22 | COMPLETED | 100% | $16.72 | $16.49 | -1.42% | Stop |
| 2002-07-23 | 2002-08-14 | INTEREST | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2001-10-16 | 2002-07-23 | COMPLETED | 100% | $13.29 | $15.94 | 19.98% | Stop |
| 2001-09-24 | 2001-10-16 | INTEREST | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2001-06-13 | 2001-09-24 | COMPLETED | 100% | $11.03 | $11.94 | 8.18% | Stop |
| 2001-05-21 | 2001-06-13 | INTEREST | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2001-03-20 | 2001-05-21 | COMPLETED | 100% | $10.91 | $10.78 | -1.25% | Stop |
| 2001-02-26 | 2001-03-20 | INTEREST | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2001-01-30 | 2001-02-26 | COMPLETED | 100% | $11.13 | $10.64 | -4.41% | Stop |
| 2001-01-05 | 2001-01-30 | INTEREST | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2000-04-13 | 2001-01-05 | COMPLETED | 100% | $6.56 | $10.43 | 58.94% | Stop |
| 1999-10-27 | 2000-04-13 | INTEREST | 100% | $1.00 | $1.03 | 2.88% | Interest Income |
| 1999-10-25 | 1999-10-27 | COMPLETED | 100% | $4.65 | $4.79 | 2.98% | Signal |
| 1999-10-01 | 1999-10-25 | INTEREST | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 1999-08-27 | 1999-10-01 | COMPLETED | 100% | $5.94 | $4.68 | -21.15% | Stop |
| 1999-08-05 | 1999-08-27 | INTEREST | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1999-06-24 | 1999-08-05 | COMPLETED | 100% | $6.15 | $5.67 | -7.72% | Stop |
| 1999-06-02 | 1999-06-24 | INTEREST | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 1999-05-03 | 1999-06-02 | COMPLETED | 100% | $5.39 | $5.61 | 4.24% | Stop |
| 1999-04-09 | 1999-05-03 | INTEREST | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 1999-03-17 | 1999-04-09 | COMPLETED | 100% | $5.22 | $4.38 | -16.12% | Stop |
| 1998-11-10 | 1999-03-17 | INTEREST | 100% | $1.00 | $1.02 | 1.63% | Interest Income |
| 1998-11-05 | 1998-11-10 | COMPLETED | 100% | $4.23 | $4.74 | 11.93% | Signal |
| 1998-08-28 | 1998-11-05 | INTEREST | 100% | $1.00 | $1.01 | 0.88% | Interest Income |
| 1998-08-26 | 1998-08-28 | COMPLETED | 100% | $3.32 | $3.35 | 0.72% | Signal |
| 1998-07-31 | 1998-08-26 | INTEREST | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 1998-06-22 | 1998-07-31 | COMPLETED | 100% | $6.07 | $5.34 | -12.08% | Stop |
| 1998-05-29 | 1998-06-22 | INTEREST | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 1998-03-05 | 1998-05-29 | COMPLETED | 100% | $6.06 | $6.08 | 0.44% | Stop |
| 1997-10-28 | 1998-03-05 | INTEREST | 100% | $1.00 | $1.02 | 1.94% | Interest Income |
| 1997-09-02 | 1997-10-28 | COMPLETED | 100% | $4.71 | $4.09 | -13.27% | Stop |
| 1997-08-08 | 1997-09-02 | INTEREST | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 1997-05-13 | 1997-08-08 | COMPLETED | 100% | $5.03 | $4.87 | -3.22% | Stop |
| 1997-04-21 | 1997-05-13 | INTEREST | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1997-01-23 | 1997-04-21 | COMPLETED | 100% | $4.26 | $4.47 | 4.85% | Stop |
| 1996-08-14 | 1997-01-23 | INTEREST | 100% | $1.00 | $1.03 | 2.84% | Interest Income |
| 1996-08-12 | 1996-08-14 | COMPLETED | 100% | $3.82 | $3.65 | -4.40% | Stop |
| 1996-06-10 | 1996-08-12 | INTEREST | 100% | $1.00 | $1.01 | 1.16% | Interest Income |
| 1996-05-24 | 1996-06-10 | COMPLETED | 100% | $5.09 | $5.04 | -0.94% | Signal |
| 1996-05-02 | 1996-05-24 | INTEREST | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 1995-09-13 | 1996-05-02 | COMPLETED | 100% | $4.38 | $5.50 | 25.50% | Stop |
| 1995-01-04 | 1995-09-13 | INTEREST | 100% | $1.00 | $1.05 | 4.70% | Interest Income |
| 1994-12-30 | 1995-01-04 | COMPLETED | 100% | $4.43 | $4.14 | -6.50% | Signal |
| 1994-12-07 | 1994-12-30 | INTEREST | 100% | $1.00 | $1.00 | 0.48% | Interest Income |
| 1994-08-04 | 1994-12-07 | COMPLETED | 100% | $4.37 | $4.44 | 1.65% | Stop |
| 1994-07-13 | 1994-08-04 | INTEREST | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 1994-05-13 | 1994-07-13 | COMPLETED | 100% | $4.52 | $4.21 | -6.90% | Stop |
| 1994-04-20 | 1994-05-13 | INTEREST | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 1993-09-03 | 1994-04-20 | COMPLETED | 100% | $2.98 | $3.91 | 31.27% | Stop |
| 1993-08-12 | 1993-09-03 | INTEREST | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 1993-06-02 | 1993-08-12 | COMPLETED | 100% | $2.85 | $2.67 | -6.11% | Stop |
| 1993-04-14 | 1993-06-02 | INTEREST | 100% | $1.00 | $1.01 | 0.79% | Interest Income |
| 1993-03-10 | 1993-04-14 | COMPLETED | 100% | $2.23 | $2.33 | 4.59% | Signal |
| 1993-02-16 | 1993-03-10 | INTEREST | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1992-07-20 | 1993-02-16 | COMPLETED | 100% | $2.11 | $2.54 | 20.45% | Stop |
| 1992-06-25 | 1992-07-20 | INTEREST | 100% | $1.00 | $1.00 | 0.43% | Interest Income |
| 1992-05-19 | 1992-06-25 | COMPLETED | 100% | $1.89 | $1.83 | -2.86% | Stop |
| 1992-04-27 | 1992-05-19 | INTEREST | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 1992-03-13 | 1992-04-27 | COMPLETED | 100% | $1.92 | $1.66 | -13.40% | Stop |
| 1992-02-20 | 1992-03-13 | INTEREST | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 1991-09-30 | 1992-02-20 | COMPLETED | 100% | $1.23 | $1.90 | 53.88% | Stop |
| 1991-09-06 | 1991-09-30 | INTEREST | 100% | $1.00 | $1.00 | 0.47% | Interest Income |
| 1991-05-20 | 1991-09-06 | COMPLETED | 100% | $1.06 | $1.08 | 2.27% | Stop |
| 1991-04-26 | 1991-05-20 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1990-10-22 | 1991-04-26 | COMPLETED | 100% | $0.38 | $0.92 | 139.84% | Stop |
| 1990-09-28 | 1990-10-22 | INTEREST | 100% | $1.00 | $1.01 | 0.53% | Interest Income |
| 1990-09-18 | 1990-09-28 | COMPLETED | 100% | $0.43 | $0.37 | -13.19% | Stop |
| 1990-08-24 | 1990-09-18 | INTEREST | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 1990-08-15 | 1990-08-24 | COMPLETED | 100% | $0.43 | $0.36 | -15.38% | Stop |
| 1990-07-24 | 1990-08-15 | INTEREST | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 1990-05-25 | 1990-07-24 | COMPLETED | 100% | $0.35 | $0.40 | 14.41% | Stop |
| 1990-02-20 | 1990-05-25 | INTEREST | 100% | $1.00 | $1.02 | 2.24% | Interest Income |
| 1990-02-15 | 1990-02-20 | COMPLETED | 100% | $0.24 | $0.24 | 1.25% | Signal |
| 1990-01-24 | 1990-02-15 | INTEREST | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 1990-01-12 | 1990-01-24 | COMPLETED | 100% | $0.25 | $0.23 | -10.59% | Stop |
| 1989-12-19 | 1990-01-12 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1989-11-08 | 1989-12-19 | COMPLETED | 100% | $0.26 | $0.25 | -4.55% | Stop |
| 1989-10-17 | 1989-11-08 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1989-10-10 | 1989-10-17 | COMPLETED | 100% | $0.30 | $0.27 | -11.00% | Stop |
| 1989-09-18 | 1989-10-10 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1989-04-12 | 1989-09-18 | COMPLETED | 100% | $0.17 | $0.26 | 53.98% | Stop |
| 1989-03-20 | 1989-04-12 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1989-01-25 | 1989-03-20 | COMPLETED | 100% | $0.11 | $0.16 | 47.22% | Stop |
| 1988-06-10 | 1989-01-25 | INTEREST | 100% | $1.00 | $1.05 | 4.91% | Interest Income |
| 1988-04-18 | 1988-06-10 | COMPLETED | 100% | $0.11 | $0.10 | -10.81% | Stop |
| 1986-08-12 | 1988-04-18 | INTEREST | 100% | $1.00 | $1.14 | 13.75% | Interest Income |
| 1986-08-07 | 1986-08-12 | COMPLETED | 100% | $0.22 | $0.24 | 6.76% | Signal |
| 1986-07-16 | 1986-08-07 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-07-03 | 1986-07-16 | COMPLETED | 100% | $0.33 | $0.28 | -14.55% | Stop |
| 1986-06-11 | 1986-07-03 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-05-28 | 1986-06-11 | COMPLETED | 100% | $0.32 | $0.29 | -8.41% | Stop |
| 1986-05-05 | 1986-05-28 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1985-12-18 | 1986-05-05 | COMPLETED | 100% | $0.24 | $0.32 | 35.00% | Stop |
| 1985-11-25 | 1985-12-18 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1985-10-08 | 1985-11-25 | COMPLETED | 100% | $0.22 | $0.23 | 1.33% | Stop |
| 1985-09-13 | 1985-10-08 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1985-08-30 | 1985-09-13 | COMPLETED | 100% | $0.25 | $0.21 | -15.48% | Stop |
| 1985-08-08 | 1985-08-30 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1985-08-02 | 1985-08-08 | COMPLETED | 100% | $0.28 | $0.24 | -15.05% | Stop |
| 1985-07-31 | 1985-08-02 | INTEREST | 100% | $1.00 | $1.00 | 0.03% | Interest Income |
Return Distribution Analysis
