Trend regime, momentum, risk — and what a rule-based system does about it. Computed daily by the IVEST research system. As of 2026-07-02.
1-year price (gold) vs 200-day moving average (dashed). Last close 32.85
These rules describe how systematic trend-following strategies typically operate — a framework, not a recommendation for any individual.
| Horizon | Return | Universe percentile |
|---|---|---|
| 1M | -0.1% | 31 |
| 3M | +6.1% | 60 |
| 6M | +3.2% | 40 |
| 12M | +15.5% | 50 |
Cross-sectional percentile ranks PUTW against ~200 liquid US names — a stock can be "up" and still lag the tape. Persistent top-quartile momentum across horizons is the profile trend systems allocate to.
Trend regime uses the 200-day moving average — the same gate the IVEST core applies before holding leveraged exposure. Composite score = 40·(trend) + 40·(momentum percentile) + 20·(1 − volatility percentile): fully transparent. Beta/correlation vs SPY over the last 12 months. Every number regenerates daily from raw prices — no analyst opinion in the loop.
Yes — PUTW trades +3.8% above its 200-day moving average, the classic systematic uptrend definition.
No page can answer that for you — but a trend system's checklist is public: regime ✅ above the 200-day line; momentum percentile 60/100; extension normal; predefined exit at 31.66. If any of those words are unfamiliar, position sizing — not stock picking — is the first thing to learn (Kelly calculator).
31.66 as of 2026-07-02 (close 32.85, +3.8%). The 50-day sits at 32.52 — the 50/200 relationship is currently a golden cross.
Annualized volatility 12%, worst single day in the last year -2.0%, worst peak-to-trough -7%. Beta to SPY: 0.67. Size positions so that this drawdown profile is survivable — see the playbook above.