XLV: THE HEALTH CARE SELECT SECTOR SPDR FUND (Truncated)

Trend Following Summary

--- Trend Following for XLV as of 2025-12-26 ---
Date Opened  Adj Open Price  Date Closed  Adj Close Price  Trade Gain  
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2000-12-15   $1.00           2001-06-06   $1.02                   1.02x (Cash)
2001-06-06   $20.45          2001-09-18   $15.90                  0.78x
2001-09-18   $1.00           2002-02-28   $0.79                   0.79x (Cash)
2002-02-28   $18.96          2002-07-29   $17.25                  0.91x
2002-07-29   $1.00           2002-10-21   $0.92                   0.92x (Cash)
2002-10-21   $18.89          2002-12-30   $17.94                  0.95x
2002-12-30   $1.00           2003-04-30   $0.96                   0.96x (Cash)
2003-04-30   $18.88          2004-08-10   $19.43                  1.03x
2004-08-10   $1.00           2005-01-28   $1.05                   1.05x (Cash)
2005-01-28   $20.67          2005-11-30   $21.92                  1.06x
2005-11-30   $1.00           2005-12-27   $1.06                   1.06x (Cash)
2005-12-27   $23.07          2006-05-23   $21.54                  0.93x
2006-05-23   $1.00           2006-09-05   $0.95                   0.95x (Cash)
2006-09-05   $23.55          2007-09-20   $25.77                  1.09x
2007-09-20   $1.00           2007-10-12   $1.10                   1.10x (Cash)
2007-10-12   $26.32          2008-02-12   $24.43                  0.93x
2008-02-12   $1.00           2009-07-08   $0.97                   0.97x (Cash)
2009-07-08   $19.67          2010-06-16   $22.64                  1.15x
2010-06-16   $1.00           2010-08-10   $1.16                   1.16x (Cash)
2010-08-10   $22.73          2010-09-01   $21.80                  0.96x
2010-09-01   $1.00           2010-11-02   $0.96                   0.96x (Cash)
2010-11-02   $24.27          2011-09-19   $25.63                  1.06x
2011-09-19   $1.00           2012-01-04   $1.06                   1.06x (Cash)
2012-01-04   $27.82          2015-10-01   $55.97                  2.01x
2015-10-01   $1.00           2016-05-20   $2.04                   2.04x (Cash)
2016-05-20   $58.89          2016-11-25   $59.44                  1.01x
2016-11-25   $1.00           2017-03-01   $1.02                   1.02x (Cash)
2017-03-01   $64.89          2018-05-21   $73.26                  1.13x
2018-05-21   $1.00           2018-06-21   $1.13                   1.13x (Cash)
2018-06-21   $74.74          2019-02-27   $81.65                  1.09x
2019-02-27   $1.00           2019-03-20   $1.09                   1.09x (Cash)
2019-03-20   $82.34          2019-05-16   $78.47                  0.95x
2019-05-16   $1.00           2019-07-05   $0.96                   0.96x (Cash)
2019-07-05   $84.06          2020-04-15   $87.39                  1.04x
2020-04-15   $1.00           2020-06-01   $1.04                   1.04x (Cash)
2020-06-01   $93.35          2022-06-16   $112.33                 1.20x
2022-06-16   $1.00           2022-12-06   $1.22                   1.22x (Cash)
2022-12-06   $130.93         2023-04-03   $123.75                 0.95x
2023-04-03   $1.00           2023-05-12   $0.95                   0.95x (Cash)
2023-05-12   $126.63         2023-07-18   $125.79                 0.99x
2023-07-18   $1.00           2023-08-08   $1.00                   1.00x (Cash)
2023-08-08   $129.27         2023-10-31   $119.68                 0.93x
2023-10-31   $1.00           2024-01-03   $0.93                   0.93x (Cash)
2024-01-03   $134.69         2024-12-20   $134.50                 1.00x
2024-12-20   $1.00           2025-05-01   $1.01                   1.01x (Cash)
2025-05-01   $136.94         2025-05-15   $126.74                 0.93x
2025-05-15   $1.00           2025-10-20   $0.94                   0.94x (Cash)
2025-10-20   $143.11         2026-02-27   $160.20                 1.12x (open)
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Method CAGR                   4.11%
Buy & Hold CAGR               8.83%
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NON-SUBSCRIBER VERSION - data truncated to 63 trading days in the past

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Trend Following Summary

NON-SUBSCRIBER VERSION - data truncated to 63 trading days in the past

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Trend Following Summary

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