VZ
Verizon Communications Inc
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
VZ Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 15.85% | 15.85% | 4.69% | 2.09% | 4.47% | 4.52% | 5.79% | 8.32% |
| Sharpe Ratio | 0.67 | 0.67 | 0.32 | 0.10 | 0.30 | 0.22 | 0.34 | 0.33 |
| Max Drawdown | -13.32% | -13.32% | -13.58% | -40.30% | -27.29% | -41.21% | -34.34% | -56.82% |
| % Time Invested | 100.0% | 100.0% | 48.5% | 100.0% | 63.8% | 100.0% | 59.4% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.8 | 0.0 | 1.0 | 0.0 | 1.2 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2024-07-16 | Open | Open | 100% | $36.44 | $46.61 | 27.90% | Mark-to-Market |
| 2023-11-28 | 2024-07-16 | Interest | 100% | $1.00 | $1.03 | 2.64% | Interest Income |
| 2023-11-21 | 2023-11-28 | Completed | 100% | $31.31 | $31.73 | 1.33% | Signal |
| 2023-07-10 | 2023-11-21 | Interest | 100% | $1.00 | $1.02 | 1.62% | Interest Income |
| 2023-07-06 | 2023-07-10 | Completed | 100% | $30.56 | $29.87 | -2.24% | Signal |
| 2023-04-12 | 2023-07-06 | Interest | 100% | $1.00 | $1.01 | 0.82% | Interest Income |
| 2023-04-10 | 2023-04-12 | Completed | 100% | $32.04 | $32.17 | 0.41% | Signal |
| 2022-04-14 | 2023-04-10 | Interest | 100% | $1.00 | $1.03 | 3.32% | Interest Income |
| 2022-04-12 | 2022-04-14 | Completed | 100% | $41.40 | $41.50 | 0.24% | Signal |
| 2021-12-01 | 2022-04-12 | Interest | 100% | $1.00 | $1.01 | 0.68% | Interest Income |
| 2020-03-24 | 2021-12-01 | Completed | 100% | $36.10 | $37.89 | 4.95% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2018-07-09 | 2020-03-02 | Completed | 100% | $33.30 | $38.32 | 15.10% | Stop |
| 2018-06-14 | 2018-07-09 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2018-06-12 | 2018-06-14 | Completed | 100% | $31.98 | $30.80 | -3.67% | Signal |
| 2017-09-19 | 2018-06-12 | Interest | 100% | $1.00 | $1.02 | 1.92% | Interest Income |
| 2017-06-08 | 2017-09-19 | Completed | 100% | $28.56 | $29.93 | 4.78% | Signal |
| 2017-05-16 | 2017-06-08 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2016-11-28 | 2017-05-16 | Completed | 100% | $30.31 | $27.85 | -8.12% | Stop |
| 2016-11-03 | 2016-11-28 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2016-05-23 | 2016-11-03 | Completed | 100% | $29.20 | $28.22 | -3.35% | Stop |
| 2016-04-29 | 2016-05-23 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2016-04-04 | 2016-04-29 | Completed | 100% | $31.43 | $29.95 | -4.71% | Signal |
| 2015-11-13 | 2016-04-04 | Interest | 100% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2015-09-17 | 2015-11-13 | Completed | 100% | $25.76 | $25.71 | -0.20% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2013-09-26 | 2015-08-25 | Completed | 100% | $24.40 | $25.96 | 6.38% | Stop |
| 2013-09-04 | 2013-09-26 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2010-07-21 | 2013-09-04 | Completed | 100% | $11.99 | $23.71 | 97.69% | Stop |
| 2010-06-21 | 2010-07-21 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2010-06-17 | 2010-06-21 | Completed | 100% | $12.04 | $12.12 | 0.65% | Signal |
| 2010-03-26 | 2010-06-17 | Interest | 100% | $1.00 | $1.01 | 0.80% | Interest Income |
| 2010-03-24 | 2010-03-26 | Completed | 100% | $12.54 | $12.32 | -1.75% | Signal |
| 2008-09-16 | 2010-03-24 | Interest | 100% | $1.00 | $1.05 | 5.10% | Interest Income |
| 2008-02-13 | 2008-09-16 | Completed | 100% | $13.61 | $12.23 | -10.14% | Stop |
| 2008-01-22 | 2008-02-13 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2006-12-14 | 2008-01-22 | Completed | 100% | $12.29 | $13.41 | 9.08% | Stop |
| 2006-01-18 | 2006-12-14 | Interest | 100% | $1.00 | $1.04 | 4.39% | Interest Income |
| 2006-01-12 | 2006-01-18 | Completed | 100% | $10.22 | $9.99 | -2.22% | Signal |
| 2005-10-07 | 2006-01-12 | Interest | 100% | $1.00 | $1.01 | 1.16% | Interest Income |
| 2005-02-23 | 2005-10-07 | Completed | 100% | $10.75 | $9.83 | -8.51% | Signal |
| 2005-01-31 | 2005-02-23 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2004-10-18 | 2005-01-31 | Completed | 100% | $12.26 | $10.87 | -11.34% | Stop |
| 2004-09-13 | 2004-10-18 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2004-09-09 | 2004-09-13 | Completed | 100% | $12.07 | $12.05 | -0.17% | Signal |
| 2004-07-09 | 2004-09-09 | Interest | 100% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2004-05-04 | 2004-07-09 | Completed | 100% | $11.14 | $10.58 | -4.99% | Signal |
| 2004-04-12 | 2004-05-04 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2004-04-07 | 2004-04-12 | Completed | 100% | $11.11 | $11.05 | -0.53% | Signal |
| 2004-01-12 | 2004-04-07 | Interest | 100% | $1.00 | $1.01 | 0.94% | Interest Income |
| 2004-01-08 | 2004-01-12 | Completed | 100% | $10.73 | $10.46 | -2.58% | Signal |
| 2000-08-31 | 2004-01-08 | Interest | 100% | $1.00 | $1.16 | 16.36% | Interest Income |
| 2000-08-08 | 2000-08-31 | Completed | 100% | $11.53 | $11.37 | -1.39% | Signal |
| 2000-07-17 | 2000-08-08 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2000-05-25 | 2000-07-17 | Completed | 100% | $13.09 | $12.79 | -2.34% | Stop |
| 2000-05-03 | 2000-05-25 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2000-03-15 | 2000-05-03 | Completed | 100% | $14.22 | $14.00 | -1.52% | Stop |
| 2000-02-22 | 2000-03-15 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2000-01-28 | 2000-02-22 | Completed | 100% | $14.67 | $13.30 | -9.39% | Stop |
| 2000-01-05 | 2000-01-28 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 1999-04-16 | 2000-01-05 | Completed | 100% | $14.20 | $14.85 | 4.54% | Stop |
| 1999-03-24 | 1999-04-16 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 1998-08-13 | 1999-03-24 | Completed | 100% | $10.14 | $12.59 | 24.12% | Stop |
| 1998-07-22 | 1998-08-13 | Interest | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 1997-07-25 | 1998-07-22 | Completed | 100% | $8.44 | $10.81 | 28.10% | Stop |
| 1997-03-31 | 1997-07-25 | Interest | 100% | $1.00 | $1.02 | 2.10% | Interest Income |
| 1996-09-24 | 1997-03-31 | Completed | 100% | $6.65 | $6.96 | 4.70% | Stop |
| 1996-08-30 | 1996-09-24 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1996-04-04 | 1996-08-30 | Completed | 100% | $6.94 | $6.46 | -6.84% | Stop |
| 1996-03-13 | 1996-04-04 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 1995-11-06 | 1996-03-13 | Completed | 100% | $6.99 | $6.96 | -0.37% | Stop |
| 1994-10-14 | 1995-11-06 | Interest | 100% | $1.00 | $1.07 | 7.40% | Interest Income |
| 1994-04-25 | 1994-10-14 | Completed | 100% | $5.44 | $5.43 | -0.28% | Signal |
| 1994-03-31 | 1994-04-25 | Interest | 100% | $1.00 | $1.00 | 0.43% | Interest Income |
| 1993-12-17 | 1994-03-31 | Completed | 100% | $5.97 | $5.18 | -13.14% | Stop |
| 1993-11-24 | 1993-12-17 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 1993-03-04 | 1993-11-24 | Completed | 100% | $5.42 | $5.79 | 6.96% | Stop |
| 1992-12-24 | 1993-03-04 | Interest | 100% | $1.00 | $1.01 | 1.17% | Interest Income |
| 1992-12-22 | 1992-12-24 | Completed | 100% | $5.09 | $5.12 | 0.71% | Signal |
| 1992-07-15 | 1992-12-22 | Interest | 100% | $1.00 | $1.03 | 2.91% | Interest Income |
| 1992-07-13 | 1992-07-15 | Completed | 100% | $4.41 | $4.43 | 0.27% | Signal |
| 1991-09-03 | 1992-07-13 | Interest | 100% | $1.00 | $1.06 | 6.30% | Interest Income |
| 1991-08-29 | 1991-09-03 | Completed | 100% | $4.45 | $4.45 | -0.00% | Signal |
| 1991-05-02 | 1991-08-29 | Interest | 100% | $1.00 | $1.03 | 2.61% | Interest Income |
| 1991-04-05 | 1991-05-02 | Completed | 100% | $4.47 | $4.41 | -1.47% | Signal |
| 1991-03-13 | 1991-04-05 | Interest | 100% | $1.00 | $1.00 | 0.50% | Interest Income |
| 1990-09-14 | 1991-03-13 | Completed | 100% | $3.71 | $4.13 | 11.14% | Stop |
| 1990-08-22 | 1990-09-14 | Interest | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 1990-02-14 | 1990-08-22 | Completed | 100% | $3.80 | $3.81 | 0.33% | Stop |
| 1990-01-23 | 1990-02-14 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 1989-03-17 | 1990-01-23 | Completed | 100% | $2.94 | $3.94 | 33.77% | Stop |
| 1988-08-19 | 1989-03-17 | Interest | 100% | $1.00 | $1.04 | 4.49% | Interest Income |
| 1988-07-21 | 1988-08-19 | Completed | 100% | $2.67 | $2.65 | -0.72% | Signal |
| 1988-03-01 | 1988-07-21 | Interest | 100% | $1.00 | $1.03 | 3.05% | Interest Income |
| 1987-11-11 | 1988-03-01 | Completed | 100% | $2.57 | $2.69 | 5.04% | Signal |
| 1987-10-20 | 1987-11-11 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-05-08 | 1987-10-20 | Completed | 100% | $2.36 | $2.23 | -5.58% | Stop |
| 1987-04-15 | 1987-05-08 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-10-07 | 1987-04-15 | Completed | 100% | $2.29 | $2.26 | -1.46% | Stop |
| 1986-09-15 | 1986-10-07 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-02-04 | 1986-09-15 | Completed | 100% | $1.87 | $2.28 | 22.15% | Stop |
| 1986-01-31 | 1986-02-04 | Interest | 100% | $1.00 | $1.00 | 0.03% | Interest Income |
Return Distribution Analysis
