Mondelez International Inc (MDLZ) 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 May 2025 01 August 2025 -4.28% -15.93%
01 October 2024 01 November 2024 -6.40% -55.26%
02 January 2024 01 April 2024 -4.31% -16.37%
03 January 2023 02 October 2023 3.11% 4.2%
01 June 2022 01 July 2022 -1.16% -13.27%
01 February 2022 01 April 2022 -5.34% -28.78%
03 May 2021 01 October 2021 -4.71% -11.01%
04 January 2021 01 March 2021 -7.83% -41.24%
01 September 2020 02 November 2020 -6.62% -33.62%
01 March 2019 02 March 2020 16.98% 16.88%
04 September 2018 02 January 2019 -5.52% -15.98%
01 February 2018 02 April 2018 -8.32% -41.03%
01 June 2017 03 July 2017 -7.00% -56.31%
01 February 2017 03 April 2017 -1.61% -9.24%
01 June 2016 01 December 2016 -7.23% -13.97%
Total Return -50.23%

 

The monthly data for Mondelez International Inc (exchange: XNAS symbol: MDLZ) was last updated 27 Dec 2025 06:44. Data for this stock is available from 04 Jan 2016 - 26 Dec 2025.