EAGG
ISHARES ESG AWARE U.S. AGGREGATE BOND ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
EAGG Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | Full History | |||
|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 3.90% | 3.90% | 1.67% | 0.09% | 1.21% | -0.32% |
| Sharpe Ratio | 0.99 | 0.99 | 0.39 | 0.01 | 0.30 | -0.06 |
| Max Drawdown | -2.49% | -2.49% | -5.02% | -17.97% | -5.13% | -18.25% |
| % Time Invested | 100.0% | 100.0% | 64.4% | 100.0% | 64.6% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 0.7 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-03-18 | Open | Open | 100% | $45.14 | $47.42 | 5.04% | Mark-to-Market |
| 2025-02-24 | 2025-03-18 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-01-05 | 2025-02-24 | Completed | 100% | $43.20 | $44.83 | 3.77% | Signal |
| 2023-08-22 | 2024-01-05 | Interest | 100% | $1.00 | $1.02 | 1.62% | Interest Income |
| 2023-02-07 | 2023-08-22 | Completed | 100% | $42.41 | $41.37 | -2.47% | Signal |
| 2022-01-10 | 2023-02-07 | Interest | 100% | $1.00 | $1.03 | 3.25% | Interest Income |
| 2021-08-04 | 2022-01-10 | Completed | 100% | $48.48 | $46.91 | -3.24% | Signal |
| 2021-02-25 | 2021-08-04 | Interest | 100% | $1.00 | $1.01 | 0.67% | Interest Income |
| 2020-10-19 | 2021-02-25 | Completed | 100% | $48.23 | $47.32 | -1.89% | Signal |
| 2020-10-15 | 2020-10-19 | Interest | 100% | $1.00 | $1.00 | 0.00% | Interest Income |
Return Distribution Analysis
