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 | -9.68% | 15.85% | -1.43% | 2.09% | -0.46% | 4.52% | 3.91% | 8.32% |
| Sharpe Ratio | -0.64 | 0.67 | -0.10 | 0.10 | -0.03 | 0.22 | 0.23 | 0.33 |
| Max Drawdown | -18.15% | -13.32% | -23.24% | -40.30% | -25.19% | -41.21% | -42.75% | -56.82% |
| % Time Invested | 69.8% | 100.0% | 44.3% | 100.0% | 55.3% | 100.0% | 61.5% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 2.0 | 0.0 | 1.6 | 0.0 | 1.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-03-05 | Open | Open | 100% | $50.21 | $46.61 | -7.18% | Mark-to-Market |
| 2026-02-10 | 2026-03-05 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2026-02-06 | 2026-02-10 | Completed | 100% | $46.27 | $46.32 | 0.11% | Signal |
| 2025-11-10 | 2026-02-06 | Interest | 100% | $1.00 | $1.01 | 0.98% | Interest Income |
| 2025-03-10 | 2025-11-10 | Completed | 100% | $42.47 | $38.64 | -9.02% | Signal |
| 2025-02-12 | 2025-03-10 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2023-12-20 | 2025-02-12 | Completed | 100% | $31.85 | $37.33 | 17.21% | Signal |
| 2023-11-28 | 2023-12-20 | Interest | 100% | $1.00 | $1.00 | 0.26% | 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 |
| 2022-05-02 | 2023-04-10 | Interest | 100% | $1.00 | $1.03 | 3.19% | Interest Income |
| 2022-04-25 | 2022-05-02 | Completed | 100% | $39.45 | $35.74 | -9.41% | Signal |
| 2022-03-31 | 2022-04-25 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2022-03-08 | 2022-03-31 | Completed | 100% | $41.73 | $39.22 | -6.00% | Signal |
| 2021-07-14 | 2022-03-08 | Interest | 100% | $1.00 | $1.01 | 1.00% | Interest Income |
| 2021-06-03 | 2021-07-14 | Completed | 100% | $41.57 | $41.59 | 0.04% | Signal |
| 2021-05-11 | 2021-06-03 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2021-05-07 | 2021-05-11 | Completed | 100% | $43.11 | $43.84 | 1.68% | Signal |
| 2021-03-02 | 2021-05-07 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2020-08-27 | 2021-03-02 | Completed | 100% | $42.32 | $40.12 | -5.21% | Signal |
| 2020-03-02 | 2020-08-27 | Interest | 100% | $1.00 | $1.00 | 0.35% | 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 |
| 2018-05-01 | 2018-06-12 | Interest | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2018-04-18 | 2018-05-01 | Completed | 100% | $31.60 | $31.92 | 1.00% | Signal |
| 2018-03-26 | 2018-04-18 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2017-09-27 | 2018-03-26 | Completed | 100% | $30.61 | $29.80 | -2.66% | Stop |
| 2017-03-07 | 2017-09-27 | Interest | 100% | $1.00 | $1.01 | 1.28% | Interest Income |
| 2017-01-24 | 2017-03-07 | Completed | 100% | $30.51 | $30.35 | -0.52% | Signal |
| 2016-10-31 | 2017-01-24 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2016-02-02 | 2016-10-31 | Completed | 100% | $29.44 | $28.97 | -1.59% | Signal |
| 2015-07-24 | 2016-02-02 | Interest | 100% | $1.00 | $1.01 | 1.13% | Interest Income |
| 2015-03-23 | 2015-07-24 | Completed | 100% | $27.60 | $26.35 | -4.55% | Signal |
| 2015-01-22 | 2015-03-23 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2014-05-22 | 2015-01-22 | Completed | 100% | $26.43 | $26.68 | 0.94% | Signal |
| 2014-01-27 | 2014-05-22 | Interest | 100% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2013-11-18 | 2014-01-27 | Completed | 100% | $26.41 | $25.30 | -4.21% | Signal |
| 2013-10-10 | 2013-11-18 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2013-09-26 | 2013-10-10 | Completed | 100% | $24.40 | $24.47 | 0.27% | Signal |
| 2013-09-04 | 2013-09-26 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2011-10-19 | 2013-09-04 | Completed | 100% | $17.81 | $23.71 | 33.08% | Stop |
| 2011-09-27 | 2011-10-19 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2010-08-17 | 2011-09-27 | Completed | 100% | $13.47 | $17.34 | 28.73% | Signal |
| 2010-06-21 | 2010-08-17 | Interest | 100% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2010-06-17 | 2010-06-21 | Completed | 100% | $12.04 | $12.12 | 0.65% | Signal |
| 2010-03-18 | 2010-06-17 | Interest | 100% | $1.00 | $1.01 | 0.89% | Interest Income |
| 2009-08-11 | 2010-03-18 | Completed | 100% | $12.15 | $12.25 | 0.80% | Signal |
| 2009-07-20 | 2009-08-11 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2009-05-21 | 2009-07-20 | Completed | 100% | $11.46 | $11.69 | 1.99% | Signal |
| 2008-05-06 | 2009-05-21 | Interest | 100% | $1.00 | $1.04 | 3.51% | Interest Income |
| 2008-05-02 | 2008-05-06 | Completed | 100% | $14.47 | $14.25 | -1.52% | Signal |
| 2008-01-22 | 2008-05-02 | Interest | 100% | $1.00 | $1.01 | 1.01% | Interest Income |
| 2006-03-07 | 2008-01-22 | Completed | 100% | $10.75 | $13.41 | 24.72% | Stop |
| 2006-01-18 | 2006-03-07 | Interest | 100% | $1.00 | $1.01 | 0.58% | Interest Income |
| 2006-01-12 | 2006-01-18 | Completed | 100% | $10.22 | $9.99 | -2.22% | Signal |
| 2005-02-25 | 2006-01-12 | Interest | 100% | $1.00 | $1.04 | 3.79% | Interest Income |
| 2005-02-23 | 2005-02-25 | Completed | 100% | $10.75 | $10.78 | 0.28% | Signal |
| 2005-01-31 | 2005-02-23 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2004-02-06 | 2005-01-31 | Completed | 100% | $10.68 | $10.87 | 1.76% | Stop |
| 2004-01-12 | 2004-02-06 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2004-01-08 | 2004-01-12 | Completed | 100% | $10.73 | $10.46 | -2.58% | Signal |
| 2003-09-02 | 2004-01-08 | Interest | 100% | $1.00 | $1.01 | 1.49% | Interest Income |
| 2003-08-13 | 2003-09-02 | Completed | 100% | $10.39 | $10.00 | -3.68% | Signal |
| 2003-07-22 | 2003-08-13 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2003-04-03 | 2003-07-22 | Completed | 100% | $10.12 | $10.05 | -0.68% | Stop |
| 2003-03-12 | 2003-04-03 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2003-02-14 | 2003-03-12 | Completed | 100% | $10.17 | $9.11 | -10.49% | Stop |
| 2003-01-23 | 2003-02-14 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2002-12-12 | 2003-01-23 | Completed | 100% | $10.67 | $10.34 | -3.04% | Stop |
| 2001-10-30 | 2002-12-12 | Interest | 100% | $1.00 | $1.05 | 5.24% | Interest Income |
| 2001-10-08 | 2001-10-30 | Completed | 100% | $14.52 | $13.17 | -9.29% | Signal |
| 2001-09-10 | 2001-10-08 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2001-03-20 | 2001-09-10 | Completed | 100% | $12.52 | $13.04 | 4.15% | Stop |
| 2001-02-26 | 2001-03-20 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2001-01-18 | 2001-02-26 | Completed | 100% | $14.07 | $13.07 | -7.11% | Stop |
| 2000-12-22 | 2001-01-18 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2000-12-06 | 2000-12-22 | Completed | 100% | $14.96 | $12.56 | -16.02% | Stop |
| 2000-02-03 | 2000-12-06 | Interest | 100% | $1.00 | $1.05 | 5.07% | Interest Income |
| 2000-01-28 | 2000-02-03 | Completed | 100% | $14.67 | $15.13 | 3.13% | Signal |
| 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 |
| 1998-10-22 | 1999-03-24 | Completed | 100% | $12.16 | $12.59 | 3.50% | Stop |
| 1998-08-21 | 1998-10-22 | Interest | 100% | $1.00 | $1.01 | 0.80% | Interest Income |
| 1998-08-13 | 1998-08-21 | Completed | 100% | $10.14 | $10.57 | 4.20% | Signal |
| 1998-07-22 | 1998-08-13 | Interest | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 1997-04-22 | 1998-07-22 | Completed | 100% | $6.95 | $10.81 | 55.45% | Stop |
| 1997-03-31 | 1997-04-22 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1996-12-02 | 1997-03-31 | Completed | 100% | $7.18 | $6.96 | -3.13% | Stop |
| 1996-06-03 | 1996-12-02 | Interest | 100% | $1.00 | $1.03 | 3.30% | Interest Income |
| 1996-04-04 | 1996-06-03 | Completed | 100% | $6.94 | $6.97 | 0.57% | Signal |
| 1996-03-13 | 1996-04-04 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 1995-03-15 | 1996-03-13 | Completed | 100% | $5.66 | $6.96 | 22.94% | Stop |
| 1994-10-28 | 1995-03-15 | Interest | 100% | $1.00 | $1.03 | 2.81% | Interest Income |
| 1994-08-04 | 1994-10-28 | Completed | 100% | $5.95 | $5.40 | -9.20% | Signal |
| 1994-02-03 | 1994-08-04 | Interest | 100% | $1.00 | $1.03 | 3.35% | Interest Income |
| 1993-12-17 | 1994-02-03 | Completed | 100% | $5.97 | $5.53 | -7.26% | Signal |
| 1993-11-24 | 1993-12-17 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 1992-07-06 | 1993-11-24 | Completed | 100% | $4.18 | $5.79 | 38.65% | Stop |
| 1992-03-10 | 1992-07-06 | Interest | 100% | $1.00 | $1.02 | 2.32% | Interest Income |
| 1992-01-08 | 1992-03-10 | Completed | 100% | $4.30 | $3.92 | -9.04% | Signal |
| 1991-10-04 | 1992-01-08 | Interest | 100% | $1.00 | $1.02 | 1.84% | Interest Income |
| 1991-09-25 | 1991-10-04 | Completed | 100% | $4.10 | $4.00 | -2.43% | Signal |
| 1991-09-03 | 1991-09-25 | Interest | 100% | $1.00 | $1.00 | 0.47% | Interest Income |
| 1991-08-29 | 1991-09-03 | Completed | 100% | $4.45 | $4.45 | -0.00% | Signal |
| 1991-06-05 | 1991-08-29 | Interest | 100% | $1.00 | $1.02 | 1.89% | Interest Income |
| 1991-04-05 | 1991-06-05 | Completed | 100% | $4.47 | $3.98 | -11.06% | Signal |
| 1991-03-13 | 1991-04-05 | Interest | 100% | $1.00 | $1.00 | 0.50% | Interest Income |
| 1990-11-06 | 1991-03-13 | Completed | 100% | $4.59 | $4.13 | -9.99% | Stop |
| 1990-08-15 | 1990-11-06 | Interest | 100% | $1.00 | $1.02 | 1.96% | Interest Income |
| 1990-06-05 | 1990-08-15 | Completed | 100% | $4.37 | $3.98 | -9.01% | Signal |
| 1990-05-11 | 1990-06-05 | Interest | 100% | $1.00 | $1.01 | 0.53% | Interest Income |
| 1990-05-09 | 1990-05-11 | Completed | 100% | $4.17 | $4.21 | 0.75% | Signal |
| 1990-03-14 | 1990-05-09 | Interest | 100% | $1.00 | $1.01 | 1.31% | Interest Income |
| 1990-02-14 | 1990-03-14 | Completed | 100% | $3.80 | $3.79 | -0.14% | Signal |
| 1990-01-23 | 1990-02-14 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 1988-06-28 | 1990-01-23 | Completed | 100% | $2.74 | $3.94 | 43.69% | Stop |
| 1988-04-22 | 1988-06-28 | Interest | 100% | $1.00 | $1.01 | 1.40% | Interest Income |
| 1988-02-25 | 1988-04-22 | Completed | 100% | $2.65 | $2.46 | -7.26% | Signal |
| 1988-01-07 | 1988-02-25 | Interest | 100% | $1.00 | $1.01 | 1.04% | Interest Income |
| 1987-11-11 | 1988-01-07 | Completed | 100% | $2.57 | $2.49 | -2.96% | Signal |
| 1987-10-20 | 1987-11-11 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-08-03 | 1987-10-20 | Completed | 100% | $2.48 | $2.23 | -10.27% | Stop |
| 1987-04-15 | 1987-08-03 | Interest | 100% | $1.00 | $1.02 | 2.30% | 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
