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137 Years of Proof That Trend-Following Works (and How to Test It)

July 9, 2026 · 6 min read

Skeptics love to say trend-following "used to work but doesn't anymore." A team of researchers answered that by testing it across 137 years of data — from 1880 to 2016 — through the Great Depression, two world wars, and the 2008 crash. The strategy held up the whole way.

Who found it, and where

The paper, "A Century of Evidence on Trend-Following Investing," is by Brian Hurst, Yao Hua Ooi, and Lasse Heje Pedersen of AQR Capital Management — a firm that manages tens of billions and publishes academic-grade research. It appeared in the Journal of Portfolio Management in 2017.

What they actually did

They built a simple trend system across 67 markets (commodities, stock indexes, bonds, currencies): when a market had been rising, be long; when it had been falling, be short — judged over 1, 3, and 12-month windows. Then they ran it, after realistic costs, across every decade back to 1880. The result was remarkably steady positive performance that didn't depend on any single era or asset.

Why it should work

Trends exist because humans and institutions are slow. News gets priced in gradually, people chase winners, and big funds take weeks to shift billions. Trend-following also tends to do well in crises, because crashes are themselves long moves — which is why it's often called "crisis insurance."

Does it still hold — honestly?

The evidence is about a diversified basket of 67 markets, not one contract — a single instrument will be far bumpier. And trend-following has had multi-year flat stretches (2011–2019 was tough). It's a long-horizon, patience-required approach. But as a principle, few trading ideas have this much honest evidence behind them.

Build it in TapeScript

The classic version: "Go long when price is above its 200-day moving average and the 50-day is above the 200-day; go short when it flips. Exit on the opposite cross." TapeScript turns that into tested code, checks it for lookahead, and runs walk-forward and Monte-Carlo so you can see the flat stretches before you live through them — plus it will tell you honestly if a single instrument is too choppy to trend-trade on its own.

Citation: Hurst, B., Ooi, Y. H., & Pedersen, L. H. (2017). "A Century of Evidence on Trend-Following Investing." The Journal of Portfolio Management, 44(1), 15–29. Free PDF via Yale or on SSRN.

Stress-test a trend system →

Frequently asked questions

Does trend-following actually work?

A 2017 AQR study tested a simple trend system across 67 markets from 1880 to 2016 and found consistent positive performance after costs, through wars, depressions, and crashes. It's one of the most historically robust trading ideas — though it requires patience and diversification.

What is the simplest trend-following rule?

A moving-average rule: be long when price is above a long moving average (like the 200-day) and short when it's below. It captures the core idea — ride the direction the market has been going — without complex parameters.

Why does trend-following struggle sometimes?

It needs sustained moves. In choppy, range-bound, quickly-reversing markets it gets whipsawed, which is why it can go through multi-year flat periods even though its long-run record is strong. Testing shows you those stretches in advance.

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