AGNC Investment Corp (AGNC) Monthly Backtest Results

The data points on this monthly chart show the results of using the 10 Month SMA Double Cross strategy on this stock. Read about this strategy here. This is a long term investment strategy designed to catch major bull runs in stocks and indices then exit before the worst of a serious drawdown. It tends to work better with securites that are prone to forming valuation bubbles. To view shorter term swing trading entry signals for this stock then go here.

Key: change_history : trade entry change_history : profitable trade exit change_history : breakeven trade exit (5% loss to 5% profit) change_history : losing trade (greater than 5% loss) show_chart : 10 month simple moving average (SMA)
Hover your mouse over the labels to view more details of each trade.
*Transaction costs, taxes and dividends are excluded from these calculations. Past performance may not necessarily be a reliable guide to future performance.

 

Backtest Summary

This table summarises how profitable it would have been to have bought this stock at each monthly entry signal. The compound annual growth rate (CAGR) shows the profitability of the trade on an annualised basis.

Entry Date Exit Date Profit or Loss CAGR
01 October 2025 Trade in progress 1.64%
03 March 2025 01 April 2025 -8.02% -65.09%
01 July 2024 01 November 2024 -1.73% -5.1%
01 February 2024 01 May 2024 -4.32% -16.38%
01 March 2023 03 April 2023 -6.40% -51.88%
01 December 2020 02 August 2021 3.24% 4.89%
02 December 2019 01 April 2020 -43.19% -81.83%
01 March 2019 03 June 2019 -3.01% -11.19%
04 September 2018 01 November 2018 -4.34% -24.73%
01 March 2017 01 February 2018 5.98% 6.49%
01 August 2016 01 December 2016 -2.70% -7.91%
Total Return -62.83%

 

The monthly data for AGNC Investment Corp (exchange: XNAS symbol: AGNC) was last updated 22 Mar 2026 09:45. Data for this stock is available from 01 Apr 2016 - 20 Mar 2026.