HCA Healthcare Inc (HCA) 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 July 2025 Trade in progress 21.57%
01 February 2024 02 December 2024 6.05% 7.29%
03 January 2023 02 October 2023 1.20% 1.61%
01 September 2020 02 May 2022 58.37% 31.79%
02 December 2019 02 March 2020 -5.23% -19.37%
01 August 2019 03 September 2019 -8.74% -63.66%
02 January 2018 01 May 2019 43.45% 31.27%
01 March 2017 01 August 2017 -9.23% -20.64%
01 March 2016 01 December 2016 1.19% 1.58%
Total Return 108.63%

 

The monthly data for HCA Healthcare Inc (exchange: XNYS symbol: HCA) was last updated 27 Dec 2025 05:36. Data for this stock is available from 01 Dec 2015 - 26 Dec 2025.