A.O. Smith Corp (AOS) Daily/Weekly Backtest Results military_tech

Buy indicator:                
              [ What are these indicators? | Switch to AOS's monthly backtests ]
Fixed profit target:               -or-  

Expectancy: 9.33%.   Win rate: 100%.   Sharpe Ratio: 5.309.   Maximum drawdown: -12.39% on 14 December 2018.
Mean CAGR: 113.79%. Time in market: 294 days.   Hypothetical return: $1000 would be worth $1428.38 on 29 October 2021.
Key: change_history : profitable trade change_history : breakeven trade (minimal loss after 2 years) change_history : losing trade (not profitable in a 2 year timeframe)


*Transaction costs, taxes and dividends are excluded from these calculations. Past performance may not necessarily be a reliable guide to future performance.

Calculations for A.O. Smith Corp

Expectancy is the percentage profit or loss you would expect to make on the next purchase of this stock with an entry point at the specified signal and profit target as set above. Given a large enough sample size, a positive expectancy indicates the trading strategy is likely to be profitable.

Expectancy calculation for 4 signal(s) occurring before 19 March 2024 for a 7.5% profit target: (100% * 9.33%) + (0% * 0%) - (0% * 0%) = 9.33%.
Wins: 4 Breakevens: 0 Losses: 0

The Sharpe Ratio calculation assumes a risk free return rate of 2% per calendar year. Ideally the ratio should be a positive number. A higher positive number indicates the strategy has a more attractive risk adjusted rate of return for this particular buy signal and stock over the chart's timeframe.

A.O. Smith Corp Analysis

Market sector: Basic Materials.

External links: Seeking Alpha Research, Zacks Research.

These links may show useful information about why a stock's price has fallen significantly.

 

Rate of Change Backtest Summary (Fixed Profits System)

This table summarises how profitable it would have been to have bought this stock at each Rate of Change entry signal. Hover over the icons to see more details of the particular trade, including the maximum percentage drawdown and how long it took to reach the desired percentage profit.

Key:   disabled_by_default = profit point not achieved. select_check_box = profit point achieved with CAGR above 15%.
select_check_box = profit point achieved with CAGR of between 5% and 15%. select_check_box = profit point achieved but CAGR was less than 5%.

Signal Date and Score Buy Signal Price Performance (mouseover for details)
5% 6% 7.5% 10% 20%
23 March 2026   50     Rate of Change $ 65.32 schedule schedule schedule schedule schedule
22 October 2024   35     Rate of Change $ 78.94 select_check_box select_check_box select_check_box select_check_box select_check_box
08 August 2024   35     Rate of Change $ 80.64 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt schedule
27 September 2021   35     Rate of Change $ 64.30 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt
21 May 2019   35     Rate of Change $ 43.32 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box
15 October 2018   35     Rate of Change $ 46.08 select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box
22 January 2016       Rate of Change $ 30.67 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt

 

The data for A.O. Smith Corp (exchange: XNYS symbol: AOS) was last updated 27 Mar 2026 10:54. Data for this stock is available from 01 Dec 2015 - 26 Mar 2026.