Moving Average (50/200)
WMT
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-09
Trading Style:
Methodology:

WMT Quality Metrics & KPI Summary

MetricStrategyBuy & HoldDescription
CAGR 11.14% 20.93% 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 0.49 0.66 A measure of risk-adjusted return. Higher indicates better return per unit of volatility.
Max Drawdown -49.63% -68.74% The maximum loss from a peak to a trough of a portfolio, before a new peak is attained.
% Time Invested 66.5% 100.0% The percentage of total simulation time where the strategy held a long position in the asset.
Trades / Year 1.6 0.0 The average number of trade executions per calendar year. Low turnover reduces slippage and tax drag.

Trade History

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
2025-04-02 2026-04-07 OPEN 100% $87.42 $122.49 40.11% Mark-to-Market
2025-03-11 2025-04-02 INTEREST 100% $1.00 $1.00 0.27% Interest Income
2022-11-16 2025-03-11 COMPLETED 100% $47.25 $86.29 82.62% Stop
2022-08-19 2022-11-16 INTEREST 100% $1.00 $1.01 0.90% Interest Income
2022-08-16 2022-08-19 COMPLETED 100% $44.38 $44.38 0.01% Signal
2022-06-16 2022-08-16 INTEREST 100% $1.00 $1.00 0.47% Interest Income
2022-06-10 2022-06-16 COMPLETED 100% $38.09 $37.65 -1.17% Signal
2022-05-18 2022-06-10 INTEREST 100% $1.00 $1.00 0.18% Interest Income
2022-04-14 2022-05-18 COMPLETED 100% $49.80 $40.73 -18.21% Stop
2022-01-27 2022-04-14 INTEREST 100% $1.00 $1.00 0.45% Interest Income
2021-08-11 2022-01-27 COMPLETED 100% $46.84 $43.23 -7.71% Signal
2021-03-31 2021-08-11 INTEREST 100% $1.00 $1.01 0.55% Interest Income
2021-03-26 2021-03-31 COMPLETED 100% $41.82 $42.30 1.16% Signal
2021-03-04 2021-03-26 INTEREST 100% $1.00 $1.00 0.10% Interest Income
2020-04-07 2021-03-04 COMPLETED 100% $38.07 $39.74 4.39% Stop
2020-03-13 2020-04-07 INTEREST 100% $1.00 $1.00 0.05% Interest Income
2019-01-16 2020-03-13 COMPLETED 100% $28.74 $33.09 15.12% Stop
2018-12-21 2019-01-16 INTEREST 100% $1.00 $1.00 0.17% Interest Income
2018-09-12 2018-12-21 COMPLETED 100% $28.69 $26.03 -9.26% Stop
2018-05-01 2018-09-12 INTEREST 100% $1.00 $1.01 1.07% Interest Income
2018-03-16 2018-05-01 COMPLETED 100% $25.83 $25.81 -0.06% Signal
2018-02-22 2018-03-16 INTEREST 100% $1.00 $1.00 0.18% Interest Income
2017-04-17 2018-02-22 COMPLETED 100% $21.03 $26.76 27.27% Stop
2017-01-12 2017-04-17 INTEREST 100% $1.00 $1.01 0.61% Interest Income
2017-01-04 2017-01-12 COMPLETED 100% $19.59 $19.50 -0.44% Signal
2016-12-09 2017-01-04 INTEREST 100% $1.00 $1.00 0.16% Interest Income
2016-03-15 2016-12-09 COMPLETED 100% $18.71 $20.05 7.13% Signal
2015-05-20 2016-03-15 INTEREST 100% $1.00 $1.02 1.76% Interest Income
2014-09-26 2015-05-20 COMPLETED 100% $20.45 $20.89 2.11% Signal
2014-08-01 2014-09-26 INTEREST 100% $1.00 $1.00 0.38% Interest Income
2014-04-25 2014-08-01 COMPLETED 100% $20.74 $19.54 -5.79% Signal
2014-03-07 2014-04-25 INTEREST 100% $1.00 $1.00 0.36% Interest Income
2013-03-28 2014-03-07 COMPLETED 100% $19.35 $19.85 2.62% Signal
2013-02-12 2013-03-28 INTEREST 100% $1.00 $1.00 0.24% Interest Income
2011-10-26 2013-02-12 COMPLETED 100% $14.22 $18.36 29.09% Signal
2011-08-04 2011-10-26 INTEREST 100% $1.00 $1.00 0.48% Interest Income
2011-05-17 2011-08-04 COMPLETED 100% $13.74 $12.61 -8.23% Signal
2011-04-25 2011-05-17 INTEREST 100% $1.00 $1.00 0.20% Interest Income
2010-10-13 2011-04-25 COMPLETED 100% $13.15 $13.17 0.17% Signal
2010-06-24 2010-10-13 INTEREST 100% $1.00 $1.01 0.84% Interest Income
2009-09-21 2010-06-24 COMPLETED 100% $11.87 $12.24 3.08% Signal
2008-11-21 2009-09-21 INTEREST 100% $1.00 $1.03 2.54% Interest Income
2008-10-31 2008-11-21 COMPLETED 100% $12.78 $11.95 -6.55% Signal
2008-10-09 2008-10-31 INTEREST 100% $1.00 $1.00 0.24% Interest Income
2008-01-07 2008-10-09 COMPLETED 100% $10.51 $12.71 20.93% Stop
2007-08-15 2008-01-07 INTEREST 100% $1.00 $1.02 1.69% Interest Income
2006-10-09 2007-08-15 COMPLETED 100% $10.81 $10.04 -7.07% Stop
2006-09-08 2006-10-09 INTEREST 100% $1.00 $1.00 0.38% Interest Income
2006-09-06 2006-09-08 COMPLETED 100% $10.19 $10.25 0.55% Signal
2006-08-04 2006-09-06 INTEREST 100% $1.00 $1.00 0.41% Interest Income
2006-05-11 2006-08-04 COMPLETED 100% $10.67 $10.09 -5.41% Signal
2006-02-09 2006-05-11 INTEREST 100% $1.00 $1.01 1.19% Interest Income
2005-12-21 2006-02-09 COMPLETED 100% $10.84 $10.09 -6.90% Signal
2005-05-12 2005-12-21 INTEREST 100% $1.00 $1.03 2.61% Interest Income
2005-05-10 2005-05-12 COMPLETED 100% $10.77 $10.29 -4.49% Signal
2004-06-23 2005-05-10 INTEREST 100% $1.00 $1.04 3.76% Interest Income
2004-03-12 2004-06-23 COMPLETED 100% $12.59 $11.79 -6.35% Signal
2003-12-16 2004-03-12 INTEREST 100% $1.00 $1.01 0.95% Interest Income
2003-04-29 2003-12-16 COMPLETED 100% $12.12 $11.05 -8.78% Stop
2002-06-28 2003-04-29 INTEREST 100% $1.00 $1.03 3.36% Interest Income
2002-05-30 2002-06-28 COMPLETED 100% $11.62 $12.26 5.50% Signal
2002-05-07 2002-05-30 INTEREST 100% $1.00 $1.00 0.32% Interest Income
2001-11-19 2002-05-07 COMPLETED 100% $11.70 $11.73 0.28% Stop
2001-08-31 2001-11-19 INTEREST 100% $1.00 $1.01 0.91% Interest Income
2001-05-15 2001-08-31 COMPLETED 100% $11.61 $10.20 -12.11% Stop
2001-03-22 2001-05-15 INTEREST 100% $1.00 $1.01 0.74% Interest Income
2001-02-06 2001-03-22 COMPLETED 100% $11.39 $10.09 -11.39% Signal
2000-06-23 2001-02-06 INTEREST 100% $1.00 $1.03 3.47% Interest Income
2000-05-11 2000-06-23 COMPLETED 100% $12.10 $11.42 -5.61% Signal
2000-04-18 2000-05-11 INTEREST 100% $1.00 $1.00 0.39% Interest Income
2000-03-14 2000-04-18 COMPLETED 100% $9.98 $11.48 15.04% Stop
2000-02-18 2000-03-14 INTEREST 100% $1.00 $1.00 0.39% Interest Income
2000-02-16 2000-02-18 COMPLETED 100% $11.99 $10.29 -14.16% Stop
2000-01-25 2000-02-16 INTEREST 100% $1.00 $1.00 0.41% Interest Income
1999-08-26 2000-01-25 COMPLETED 100% $10.17 $12.70 24.84% Stop
1999-08-04 1999-08-26 INTEREST 100% $1.00 $1.00 0.37% Interest Income
1999-05-12 1999-08-04 COMPLETED 100% $10.03 $8.75 -12.69% Stop
1999-04-20 1999-05-12 INTEREST 100% $1.00 $1.00 0.33% Interest Income
1998-10-23 1999-04-20 COMPLETED 100% $7.06 $9.73 37.98% Stop
1998-10-01 1998-10-23 INTEREST 100% $1.00 $1.00 0.28% Interest Income
1998-09-24 1998-10-01 COMPLETED 100% $6.82 $5.70 -16.36% Stop
1998-09-01 1998-09-24 INTEREST 100% $1.00 $1.00 0.30% Interest Income
1998-08-27 1998-09-01 COMPLETED 100% $7.20 $6.28 -12.82% Stop
1998-08-05 1998-08-27 INTEREST 100% $1.00 $1.00 0.33% Interest Income
1997-11-19 1998-08-05 COMPLETED 100% $4.09 $6.16 50.36% Stop
1997-10-28 1997-11-19 INTEREST 100% $1.00 $1.00 0.36% Interest Income
1997-03-26 1997-10-28 COMPLETED 100% $3.06 $3.19 4.24% Stop
1996-12-16 1997-03-26 INTEREST 100% $1.00 $1.02 1.75% Interest Income
1996-08-08 1996-12-16 COMPLETED 100% $2.56 $2.49 -2.65% Stop
1996-07-17 1996-08-08 INTEREST 100% $1.00 $1.00 0.42% Interest Income
1996-05-20 1996-07-17 COMPLETED 100% $2.57 $2.40 -6.38% Stop
1995-10-12 1996-05-20 INTEREST 100% $1.00 $1.04 3.61% Interest Income
1995-03-29 1995-10-12 COMPLETED 100% $2.57 $2.39 -7.13% Stop
1995-02-08 1995-03-29 INTEREST 100% $1.00 $1.01 0.96% Interest Income
1995-01-31 1995-02-08 COMPLETED 100% $2.35 $2.45 4.37% Signal
1994-05-12 1995-01-31 INTEREST 100% $1.00 $1.05 5.37% Interest Income
1994-04-26 1994-05-12 COMPLETED 100% $2.58 $2.48 -3.96% Signal
1994-04-04 1994-04-26 INTEREST 100% $1.00 $1.00 0.43% Interest Income
1994-03-08 1994-04-04 COMPLETED 100% $2.89 $2.57 -11.32% Stop
1994-02-11 1994-03-08 INTEREST 100% $1.00 $1.00 0.38% Interest Income
1993-12-08 1994-02-11 COMPLETED 100% $2.80 $2.74 -2.27% Signal
1993-05-10 1993-12-08 INTEREST 100% $1.00 $1.03 3.31% Interest Income
1993-04-30 1993-05-10 COMPLETED 100% $2.72 $2.68 -1.40% Signal
1993-04-07 1993-04-30 INTEREST 100% $1.00 $1.00 0.37% Interest Income
1992-03-13 1993-04-07 COMPLETED 100% $2.69 $2.79 4.01% Stop
1992-02-20 1992-03-13 INTEREST 100% $1.00 $1.00 0.46% Interest Income
1990-11-06 1992-02-20 COMPLETED 100% $1.42 $2.62 85.36% Stop
1990-10-15 1990-11-06 INTEREST 100% $1.00 $1.01 0.53% Interest Income
1990-08-22 1990-10-15 COMPLETED 100% $1.38 $1.31 -4.88% Stop
1990-07-31 1990-08-22 INTEREST 100% $1.00 $1.01 0.53% Interest Income
1989-11-08 1990-07-31 COMPLETED 100% $1.04 $1.58 51.94% Stop
1989-10-17 1989-11-08 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1988-07-07 1989-10-17 COMPLETED 100% $0.79 $1.04 31.90% Stop
1988-04-18 1988-07-07 INTEREST 100% $1.00 $1.02 1.71% Interest Income
1988-04-14 1988-04-18 COMPLETED 100% $0.72 $0.69 -3.45% Signal
1987-11-23 1988-04-14 INTEREST 100% $1.00 $1.03 3.02% Interest Income
1987-11-10 1987-11-23 COMPLETED 100% $0.67 $0.69 2.78% Signal
1987-10-19 1987-11-10 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1987-10-14 1987-10-19 COMPLETED 100% $0.86 $0.54 -36.69% Stop
1987-09-22 1987-10-14 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1986-10-08 1987-09-22 COMPLETED 100% $0.53 $0.86 60.81% Stop
1986-09-16 1986-10-08 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1986-08-07 1986-09-16 COMPLETED 100% $0.55 $0.49 -11.03% Stop
1986-07-16 1986-08-07 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1985-08-22 1986-07-16 COMPLETED 100% $0.32 $0.56 76.45% Stop
1985-07-31 1985-08-22 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1984-12-31 1985-07-31 COMPLETED 100% $0.23 $0.29 27.52% Stop
1984-12-06 1984-12-31 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1984-07-06 1984-12-06 COMPLETED 100% $0.25 $0.24 -4.23% Stop
1984-01-31 1984-07-06 INTEREST 100% $1.00 $1.03 3.36% Interest Income
1984-01-13 1984-01-31 COMPLETED 100% $0.22 $0.21 -7.46% Signal
1983-12-20 1984-01-13 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1983-09-15 1983-12-20 COMPLETED 100% $0.23 $0.23 0.42% Stop
1983-08-23 1983-09-15 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1983-01-28 1983-08-23 COMPLETED 100% $0.14 $0.24 63.18% Stop
1983-01-06 1983-01-28 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1982-09-03 1983-01-06 COMPLETED 100% $0.10 $0.14 38.50% Stop
1982-08-12 1982-09-03 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1981-10-01 1982-08-12 COMPLETED 100% $0.06 $0.08 37.19% Stop
1981-09-09 1981-10-01 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1981-02-26 1981-09-09 COMPLETED 100% $0.04 $0.05 9.22% Stop
1981-02-03 1981-02-26 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1980-06-06 1981-02-03 COMPLETED 100% $0.03 $0.04 63.96% Stop
1980-04-18 1980-06-06 INTEREST 100% $1.00 $1.01 1.04% Interest Income
1980-03-26 1980-04-18 COMPLETED 100% $0.02 $0.02 5.02% Signal
1980-03-04 1980-03-26 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1979-11-01 1980-03-04 COMPLETED 100% $0.02 $0.02 4.84% Stop
1979-10-10 1979-11-01 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1979-04-24 1979-10-10 COMPLETED 100% $0.02 $0.02 11.41% Stop
1978-12-19 1979-04-24 INTEREST 100% $1.00 $1.03 2.64% Interest Income
1978-11-14 1978-12-19 COMPLETED 100% $0.02 $0.02 5.05% Signal
1978-10-23 1978-11-14 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1978-02-02 1978-10-23 COMPLETED 100% $0.01 $0.02 27.88% Stop
1978-01-11 1978-02-02 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1977-07-27 1978-01-11 COMPLETED 100% $0.01 $0.01 19.11% Stop
1977-02-28 1977-07-27 INTEREST 100% $1.00 $1.03 3.17% Interest Income
1977-02-24 1977-02-28 COMPLETED 100% $0.01 $0.01 -0.00% Signal
1977-02-01 1977-02-24 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1976-10-11 1977-02-01 COMPLETED 100% $0.01 $0.01 -4.97% Stop
1976-06-29 1976-10-11 INTEREST 100% $1.00 $1.02 2.21% Interest Income
1976-06-24 1976-06-29 COMPLETED 100% $0.01 $0.01 -7.55% Signal
1976-06-02 1976-06-24 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1976-05-18 1976-06-02 COMPLETED 100% $0.01 $0.01 -11.76% Stop
1976-04-26 1976-05-18 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1976-01-16 1976-04-26 COMPLETED 100% $0.01 $0.01 -0.75% Stop
1975-12-23 1976-01-16 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1975-05-23 1975-12-23 COMPLETED 100% $0.01 $0.01 30.57% Stop
1975-05-01 1975-05-23 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1975-03-18 1975-05-01 COMPLETED 100% $0.01 $0.01 -14.38% Stop
1974-10-02 1975-03-18 INTEREST 100% $1.00 $1.04 3.55% Interest Income
1974-09-09 1974-10-02 COMPLETED 100% $0.01 $0.00 -22.67% Stop
1974-08-15 1974-09-09 INTEREST 100% $1.00 $1.00 0.49% Interest Income
1974-07-05 1974-08-15 COMPLETED 100% $0.01 $0.01 -13.46% Stop
1973-07-27 1974-07-05 INTEREST 100% $1.00 $1.07 7.45% Interest Income
1973-07-25 1973-07-27 COMPLETED 100% $0.01 $0.01 1.04% Signal
1973-06-13 1973-07-25 INTEREST 100% $1.00 $1.01 0.85% Interest Income

Return Distribution Analysis

Return Distribution
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