BLK
BlackRock Finance Inc
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
BLK Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | -17.68% | 15.25% | -7.41% | 7.20% | 4.94% | 14.09% | 9.38% | 16.65% |
| Sharpe Ratio | -0.93 | 0.57 | -0.42 | 0.26 | 0.24 | 0.48 | 0.41 | 0.48 |
| Max Drawdown | -26.59% | -22.45% | -42.92% | -43.90% | -42.92% | -43.90% | -42.92% | -60.36% |
| % Time Invested | 62.3% | 100.0% | 63.0% | 100.0% | 70.5% | 100.0% | 70.3% | 100.0% |
| Trades / Year | 3.0 | 0.0 | 2.2 | 0.0 | 1.7 | 0.0 | 1.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-03-09 | Open | Interest | 100% | $1.00 | $1.00 | 0.62% | Mark-to-Market |
| 2025-12-11 | 2026-03-09 | Completed | 100% | $1,078.85 | $929.38 | -13.85% | Stop |
| 2025-11-18 | 2025-12-11 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2025-07-02 | 2025-11-18 | Completed | 100% | $1,040.16 | $1,011.42 | -2.76% | Stop |
| 2025-05-23 | 2025-07-02 | Interest | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 2025-05-21 | 2025-05-23 | Completed | 100% | $969.03 | $937.57 | -3.25% | Signal |
| 2025-04-08 | 2025-05-21 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2025-04-02 | 2025-04-08 | Completed | 100% | $915.17 | $832.15 | -9.07% | Stop |
| 2025-03-11 | 2025-04-02 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-29 | 2025-03-11 | Completed | 100% | $773.40 | $893.71 | 15.56% | Stop |
| 2023-12-06 | 2023-12-29 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2023-11-24 | 2023-12-06 | Completed | 100% | $687.08 | $718.12 | 4.52% | Signal |
| 2023-10-04 | 2023-11-24 | Interest | 100% | $1.00 | $1.01 | 0.66% | Interest Income |
| 2023-07-13 | 2023-10-04 | Completed | 100% | $687.90 | $594.72 | -13.55% | Stop |
| 2023-04-27 | 2023-07-13 | Interest | 100% | $1.00 | $1.01 | 0.75% | Interest Income |
| 2023-04-03 | 2023-04-27 | Completed | 100% | $619.19 | $612.42 | -1.09% | Signal |
| 2023-03-10 | 2023-04-03 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2022-12-13 | 2023-03-10 | Completed | 100% | $683.33 | $603.52 | -11.68% | Stop |
| 2022-08-19 | 2022-12-13 | Interest | 100% | $1.00 | $1.01 | 1.16% | Interest Income |
| 2022-08-17 | 2022-08-19 | Completed | 100% | $678.91 | $671.23 | -1.13% | Signal |
| 2022-06-02 | 2022-08-17 | Interest | 100% | $1.00 | $1.01 | 0.60% | Interest Income |
| 2022-05-31 | 2022-06-02 | Completed | 100% | $597.30 | $599.78 | 0.42% | Signal |
| 2022-01-24 | 2022-05-31 | Interest | 100% | $1.00 | $1.01 | 0.82% | Interest Income |
| 2020-06-02 | 2022-01-24 | Completed | 100% | $471.78 | $701.19 | 48.63% | Stop |
| 2020-04-21 | 2020-06-02 | Interest | 100% | $1.00 | $1.00 | 0.08% | Interest Income |
| 2020-03-23 | 2020-04-21 | Completed | 100% | $307.40 | $398.70 | 29.70% | Signal |
| 2020-02-28 | 2020-03-23 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-11-05 | 2020-02-28 | Completed | 100% | $407.07 | $394.99 | -2.97% | Stop |
| 2019-10-08 | 2019-11-05 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2019-09-10 | 2019-10-08 | Completed | 100% | $369.03 | $358.24 | -2.92% | Signal |
| 2019-08-16 | 2019-09-10 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2019-04-22 | 2019-08-16 | Completed | 100% | $390.03 | $350.34 | -10.17% | Stop |
| 2018-08-02 | 2019-04-22 | Interest | 100% | $1.00 | $1.02 | 2.01% | Interest Income |
| 2018-03-07 | 2018-08-02 | Completed | 100% | $442.30 | $390.27 | -11.76% | Stop |
| 2018-02-12 | 2018-03-07 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2016-04-15 | 2018-02-12 | Completed | 100% | $276.69 | $428.48 | 54.86% | Stop |
| 2016-01-19 | 2016-04-15 | Interest | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 2015-12-15 | 2016-01-19 | Completed | 100% | $251.91 | $232.88 | -7.55% | Stop |
| 2015-07-30 | 2015-12-15 | Interest | 100% | $1.00 | $1.01 | 0.82% | Interest Income |
| 2013-07-17 | 2015-07-30 | Completed | 100% | $196.11 | $259.94 | 32.54% | Signal |
| 2013-06-24 | 2013-07-17 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2012-10-25 | 2013-06-24 | Completed | 100% | $134.64 | $179.76 | 33.51% | Stop |
| 2012-07-05 | 2012-10-25 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2012-06-11 | 2012-07-05 | Completed | 100% | $124.24 | $122.53 | -1.38% | Signal |
| 2012-05-17 | 2012-06-11 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2012-01-25 | 2012-05-17 | Completed | 100% | $131.00 | $122.84 | -6.23% | Stop |
| 2011-07-29 | 2012-01-25 | Interest | 100% | $1.00 | $1.01 | 1.01% | Interest Income |
| 2010-12-15 | 2011-07-29 | Completed | 100% | $123.76 | $118.23 | -4.47% | Stop |
| 2010-04-23 | 2010-12-15 | Interest | 100% | $1.00 | $1.02 | 1.90% | Interest Income |
| 2010-03-03 | 2010-04-23 | Completed | 100% | $143.98 | $137.19 | -4.72% | Signal |
| 2010-02-08 | 2010-03-03 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2009-06-02 | 2010-02-08 | Completed | 100% | $108.14 | $138.20 | 27.80% | Stop |
| 2008-10-16 | 2009-06-02 | Interest | 100% | $1.00 | $1.02 | 1.83% | Interest Income |
| 2008-10-10 | 2008-10-16 | Completed | 100% | $95.13 | $93.68 | -1.53% | Stop |
| 2008-09-18 | 2008-10-10 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2008-09-09 | 2008-09-18 | Completed | 100% | $142.38 | $125.00 | -12.20% | Stop |
| 2008-06-26 | 2008-09-09 | Interest | 100% | $1.00 | $1.01 | 0.78% | Interest Income |
| 2008-04-10 | 2008-06-26 | Completed | 100% | $139.66 | $119.12 | -14.71% | Stop |
| 2008-03-18 | 2008-04-10 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2008-02-14 | 2008-03-18 | Completed | 100% | $131.43 | $115.65 | -12.01% | Stop |
| 2008-01-23 | 2008-02-14 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2007-09-07 | 2008-01-23 | Completed | 100% | $98.03 | $127.56 | 30.12% | Stop |
| 2007-08-15 | 2007-09-07 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2007-07-18 | 2007-08-15 | Completed | 100% | $104.06 | $89.97 | -13.54% | Stop |
| 2007-06-11 | 2007-07-18 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2007-05-24 | 2007-06-11 | Completed | 100% | $92.52 | $96.28 | 4.06% | Signal |
| 2007-05-02 | 2007-05-24 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2006-10-12 | 2007-05-02 | Completed | 100% | $95.22 | $93.10 | -2.23% | Stop |
| 2006-09-20 | 2006-10-12 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2006-06-13 | 2006-09-20 | Completed | 100% | $79.47 | $91.26 | 14.84% | Signal |
| 2006-05-19 | 2006-06-13 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2005-06-22 | 2006-05-19 | Completed | 100% | $47.83 | $81.65 | 70.70% | Stop |
| 2005-05-31 | 2005-06-22 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2003-03-05 | 2005-05-31 | Completed | 100% | $25.14 | $47.89 | 90.48% | Signal |
| 2002-11-20 | 2003-03-05 | Interest | 100% | $1.00 | $1.01 | 1.10% | Interest Income |
| 2002-11-18 | 2002-11-20 | Completed | 100% | $21.72 | $21.67 | -0.25% | Signal |
| 2002-09-11 | 2002-11-18 | Interest | 100% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2002-08-30 | 2002-09-11 | Completed | 100% | $26.04 | $26.05 | 0.05% | Signal |
| 2002-07-25 | 2002-08-30 | Interest | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 2001-12-19 | 2002-07-25 | Completed | 100% | $24.31 | $24.01 | -1.22% | Stop |
| 2001-12-17 | 2001-12-19 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
