Trend Following Summary

--- Trend Following for VYM as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2008-11-13   $1.00           2009-03-19   $1.01                   1.01x (Cash)
2009-03-19   $16.76          2009-03-23   $16.48                  0.98x
2009-03-23   $1.00           2009-12-30   $1.01                   1.01x (Cash)
2009-12-30   $23.52          2010-02-09   $22.45                  0.95x
2010-02-09   $1.00           2010-03-18   $0.96                   0.96x (Cash)
2010-03-18   $24.37          2010-05-07   $23.62                  0.97x
2010-05-07   $1.00           2010-05-28   $0.97                   0.97x (Cash)
2010-05-28   $23.14          2015-08-25   $45.99                  1.99x
2015-08-25   $1.00           2015-09-16   $1.99                   1.99x (Cash)
2015-09-16   $46.39          2016-05-16   $51.22                  1.10x
2016-05-16   $1.00           2016-07-26   $1.11                   1.11x (Cash)
2016-07-26   $54.87          2020-03-17   $57.08                  1.04x
2020-03-17   $1.00           2020-04-07   $1.04                   1.04x (Cash)
2020-04-07   $63.33          2020-11-05   $71.00                  1.12x
2020-11-05   $1.00           2021-01-14   $1.12                   1.12x (Cash)
2021-01-14   $82.25          2023-03-08   $97.74                  1.19x
2023-03-08   $1.00           2023-04-04   $1.19                   1.19x (Cash)
2023-04-04   $98.29          2023-10-30   $93.11                  0.95x
2023-10-30   $1.00           2024-03-22   $0.96                   0.96x (Cash)
2024-03-22   $114.12         2026-02-27   $155.05                 1.36x (open)
----------------------------------------------------------------------
Method CAGR                   7.70%
Buy & Hold CAGR              12.24%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

Trend Following Summary

--- Trend Following for VYM as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
-----------------------------------------------------------------------
2008-11-13   $1.00           2009-03-19   $1.01                   1.01x (Cash)
2009-03-19   $16.76          2009-03-23   $16.48                  0.98x
2009-03-23   $1.00           2009-07-02   $0.99                   0.99x (Cash)
2009-07-02   $18.92          2010-05-07   $23.62                  1.25x
2010-05-07   $1.00           2010-05-28   $1.25                   1.25x (Cash)
2010-05-28   $23.14          2010-07-07   $21.90                  0.95x
2010-07-07   $1.00           2010-09-28   $0.95                   0.95x (Cash)
2010-09-28   $24.46          2011-09-06   $25.76                  1.05x
2011-09-06   $1.00           2011-12-14   $1.06                   1.06x (Cash)
2011-12-14   $28.28          2015-08-21   $47.60                  1.68x
2015-08-21   $1.00           2015-12-10   $1.69                   1.69x (Cash)
2015-12-10   $48.89          2016-01-22   $46.25                  0.95x
2016-01-22   $1.00           2016-03-31   $0.95                   0.95x (Cash)
2016-03-31   $51.24          2018-12-19   $63.64                  1.24x
2018-12-19   $1.00           2019-02-07   $1.25                   1.25x (Cash)
2019-02-07   $67.11          2020-03-17   $57.08                  0.85x
2020-03-17   $1.00           2020-06-09   $0.85                   0.85x (Cash)
2020-06-09   $71.97          2020-06-12   $67.97                  0.94x
2020-06-12   $1.00           2020-09-15   $0.95                   0.95x (Cash)
2020-09-15   $70.88          2022-06-24   $91.58                  1.29x
2022-06-24   $1.00           2022-08-16   $1.30                   1.30x (Cash)
2022-08-16   $98.67          2022-09-01   $93.19                  0.94x
2022-09-01   $1.00           2022-12-13   $0.95                   0.95x (Cash)
2022-12-13   $102.84         2023-05-09   $95.96                  0.93x
2023-05-09   $1.00           2023-08-02   $0.94                   0.94x (Cash)
2023-08-02   $101.80         2023-10-23   $94.64                  0.93x
2023-10-23   $1.00           2023-12-19   $0.94                   0.94x (Cash)
2023-12-19   $104.72         2025-05-01   $121.79                 1.16x
2025-05-01   $1.00           2025-07-02   $1.17                   1.17x (Cash)
2025-07-02   $133.04         2026-02-27   $155.05                 1.17x (open)
----------------------------------------------------------------------
Method CAGR                   6.30%
Buy & Hold CAGR              12.24%
----------------------------------------------------------------------
-- INFORMATIONAL USE ONLY -- 
These are not trade recommendations. See Disclaimer for more information.

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