52-week adjusted-price high
Active Adjusted close first reaches a 252-trading-day high; repeated hits within 20 days count once.
16 historical occurrences (since 2017-10-26)
Average forward return after 52-week adjusted-price high。20-day: Win 60%, Sample 15, Median +4.54%, Excess +3.99%, Beat mkt rate 53.3%;60-day: Win 57.1%, Sample 14, Median +2.01%, Excess -1.13%, Beat mkt rate 28.6%;120-day: Win 61.5%, Sample 13, Median +13.71%, Excess +8.62%, Beat mkt rate 53.8%
Stock avg forward return Market (same period)
120 days after: historical avg +12.59%
20-day
60-day
120-day
Win
60%
57.1%
61.5%
Sample
15
14
13
Median
+4.54%
+2.01%
+13.71%
Excess
+3.99%
-1.13%
+8.62%
Beat mkt rate
53.3%
28.6%
53.8%
Over 13 occurrences, 120-day forward avg gained 12.59%, beat the market by 8.62 pts; win rate 61.5%.
Top-quintile 6-month momentum
Active · now 91.05% The ETF ranks in the top 20% of liquid US-listed ETFs by 126-day adjusted return.
25 historical occurrences (since 2016-07-05)
Average forward return after Top-quintile 6-month momentum。20-day: Win 50%, Sample 24, Median +0.42%, Excess +2.8%, Beat mkt rate 54.2%;60-day: Win 50%, Sample 24, Median +1.53%, Excess +2.69%, Beat mkt rate 45.8%;120-day: Win 66.7%, Sample 24, Median +6.52%, Excess +4.2%, Beat mkt rate 37.5%
Stock avg forward return Market (same period)
120 days after: historical avg +11.75%
20-day
60-day
120-day
Win
50%
50%
66.7%
Sample
24
24
24
Median
+0.42%
+1.53%
+6.52%
Excess
+2.8%
+2.69%
+4.2%
Beat mkt rate
54.2%
45.8%
37.5%
Over 24 occurrences, 120-day forward avg gained 11.75%, beat the market by 4.2 pts; win rate 66.7%.