52-week adjusted-price high
Active Adjusted close first reaches a 252-trading-day high; repeated hits within 20 days count once.
13 historical occurrences (since 2023-05-18)
Average forward return after 52-week adjusted-price high。20-day: Win 66.7%, Sample 12, Median +3.24%, Excess +0.03%, Beat mkt rate 58.3%;60-day: Win 50%, Sample 12, Median +0.32%, Excess +0.47%, Beat mkt rate 58.3%;120-day: Win 100%, Sample 11, Median +8.07%, Excess +1.88%, Beat mkt rate 81.8%
Stock avg forward return Market (same period)
120 days after: historical avg +8.59%
20-day
60-day
120-day
Win
66.7%
50%
100%
Sample
12
12
11
Median
+3.24%
+0.32%
+8.07%
Excess
+0.03%
+0.47%
+1.88%
Beat mkt rate
58.3%
58.3%
81.8%
Over 11 occurrences, 120-day forward avg gained 8.59%, beat the market by 1.88 pts; win rate 100%.
Top-quintile 6-month momentum
Active · now 81.71% The ETF ranks in the top 20% of liquid US-listed ETFs by 126-day adjusted return.
7 historical occurrences (since 2023-05-17)
Average forward return after Top-quintile 6-month momentum。20-day: Win 66.7%, Sample 6, Median +3.2%, Excess +1.18%, Beat mkt rate 50%;60-day: Win 100%, Sample 6, Median +9.35%, Excess +2.75%, Beat mkt rate 83.3%;120-day: Win 83.3%, Sample 6, Median +10.68%, Excess +3.33%, Beat mkt rate 83.3%
Stock avg forward return Market (same period)
120 days after: historical avg +11.11%
20-day
60-day
120-day
Win
66.7%
100%
83.3%
Sample
6
6
6
Median
+3.2%
+9.35%
+10.68%
Excess
+1.18%
+2.75%
+3.33%
Beat mkt rate
50%
83.3%
83.3%
Over 6 occurrences, 120-day forward avg gained 11.11%, beat the market by 3.33 pts; win rate 83.3%.