Trend-Following Backtester · Guide · backtest 한국어

equity · US

Fox Factory Holding Corp. backtest

10 trend-following strategies were compared on the full daily history of Fox Factory Holding Corp.. 8 beat buy-and-hold CAGR; ROC 모멘텀 ranks first by Sharpe, matching the main backtester. The return/drawdown alternative is ADX / DI 방향성 (CAGR 3.2%, MDD -7.3%).

Data 2013-08-08 ~ 2026-07-31daily bars 3,264 (13.0 years)Costs 0.5%Venue XNASMonthly snapshot 2026-07-31

Results by strategy

8 of 10 beat buy and hold (CAGR -0.3%, drawdown -93.0%).

Sharpe leader (same as main): ROC 모멘텀 — CAGR 10.4%, MDD -41.2%, Sharpe 0.49, 58% exposure.

Return/drawdown alternative: ADX / DI 방향성 — CAGR is 10.7%p higher than buy and hold, while drawdown improves by 51.8%p (CAGR 3.2%, MDD -7.3%, exposure 2%).

The alternative must retain 75% of buy-and-hold CAGR, improve drawdown by at least 20% and 5 percentage points, and stay below 95% exposure; the ranking weights return retention 60% and drawdown improvement 40%.

Strategy · parametersCAGRMDDSharpeCalmarTotalTradesExposure
ROC 모멘텀
n=161, threshold=-0.06
10.4%-41.2%0.490.253.6x7558%
SMA 크로스오버
fast=6, slow=285
9.7%-40.5%0.480.243.3x2248%
EMA 크로스오버
fast=18, slow=239
9.4%-52.8%0.470.183.2x1848%
Keltner 채널 돌파
emaPeriod=21, atrPeriod=12, mult=4
1.8%-7.7%0.460.241.3x42%
ADX / DI 방향성
period=18, threshold=46
3.2%-7.3%0.440.441.5x22%
Donchian 채널 돌파
entryN=36, exitN=55
8.7%-58.2%0.420.153.0x2760%
볼린저 밴드 돌파
n=44, k=2.4
4.3%-46.0%0.310.091.7x4426%
Supertrend
period=28, mult=4.4
4.9%-54.2%0.310.091.9x4454%
Parabolic SAR
step=0.015, maxStep=0.1
-1.6%-71.3%0.09-0.020.8x21950%
MACD
fast=7, slow=48, signal=9
-3.1%-85.8%0.05-0.040.7x25752%
Buy and hold-0.3%-93.0%0.22-0.001.0x1100%
1x 10x 2014 2016 2018 2020 2022 2024 2026 ROC 모멘텀Buy and hold
ROC 모멘텀: Solid strategy line versus dashed buy-and-hold line. Log scale.
0% -23% -46% -70% -93% 2014 2016 2018 2020 2022 2024 2026 Buy and holdROC 모멘텀
ROC 모멘텀 maximum drawdown -41.2% (2019-07-26 → 2020-05-19), recovered after 377 days.

Rules of the top strategy

Rides the trend when recent return (momentum) over a window is above a threshold.

Method and caveats

Past performance does not guarantee future returns. Parameters were carried forward from the latest full optimization and replayed on this monthly dataset. 0.5% trading costs are included; taxes, slippage and rejected orders are not.
Re-optimize the same period and setupAll asset reports

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