EFA
ISHARES MSCI EAFE ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
EFA Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 20.28% | 22.00% | 6.07% | 8.09% | 7.53% | 8.72% | 7.09% | 7.38% |
| Sharpe Ratio | 1.30 | 1.39 | 0.54 | 0.48 | 0.71 | 0.48 | 0.61 | 0.34 |
| Max Drawdown | -11.42% | -11.42% | -14.75% | -29.53% | -15.41% | -34.19% | -24.58% | -61.04% |
| % Time Invested | 100.0% | 100.0% | 90.6% | 100.0% | 92.6% | 100.0% | 88.9% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 2.4 | 0.0 | 3.0 | 0.0 | 3.4 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-05-21 | Open | Open | 34% | $85.54 | $99.93 | 16.82% | Mark-to-Market |
| 2025-05-01 | Open | Open | 33% | $82.05 | $99.93 | 21.80% | Mark-to-Market |
| 2023-10-20 | Open | Open | 33% | $61.88 | $99.93 | 61.49% | Mark-to-Market |
| 2025-02-20 | 2025-05-21 | Interest | 34% | $1.00 | $1.01 | 1.06% | Interest Income |
| 2025-04-08 | 2025-05-01 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-21 | 2025-04-08 | Completed | 33% | $80.67 | $73.21 | -9.24% | Stop |
| 2024-12-16 | 2025-03-21 | Interest | 33% | $1.00 | $1.01 | 1.12% | Interest Income |
| 2024-03-21 | 2025-02-20 | Completed | 34% | $74.80 | $79.08 | 5.73% | Signal |
| 2024-01-12 | 2024-12-16 | Completed | 33% | $70.46 | $74.85 | 6.23% | Signal |
| 2024-02-28 | 2024-03-21 | Interest | 34% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2024-02-26 | 2024-02-28 | Completed | 34% | $72.52 | $72.07 | -0.62% | Signal |
| 2023-12-06 | 2024-02-26 | Interest | 34% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2023-12-19 | 2024-01-12 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2023-12-15 | 2023-12-19 | Completed | 33% | $69.07 | $69.28 | 0.29% | Signal |
| 2023-09-22 | 2023-12-15 | Interest | 33% | $1.00 | $1.01 | 1.05% | Interest Income |
| 2023-03-16 | 2023-12-06 | Completed | 34% | $60.48 | $67.56 | 11.71% | Signal |
| 2023-04-10 | 2023-10-20 | Interest | 33% | $1.00 | $1.02 | 2.11% | Interest Income |
| 2022-12-29 | 2023-09-22 | Completed | 33% | $59.96 | $64.92 | 8.28% | Signal |
| 2023-04-05 | 2023-04-10 | Completed | 33% | $65.12 | $64.91 | -0.32% | Signal |
| 2023-01-20 | 2023-04-05 | Interest | 33% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2023-01-20 | 2023-03-16 | Interest | 34% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 34% | $64.96 | $63.88 | -1.66% | Signal |
| 2023-01-18 | 2023-01-20 | Completed | 33% | $64.96 | $63.88 | -1.66% | Signal |
| 2022-08-26 | 2023-01-18 | Interest | 33% | $1.00 | $1.01 | 1.43% | Interest Income |
| 2022-02-28 | 2023-01-18 | Interest | 34% | $1.00 | $1.03 | 2.80% | Interest Income |
| 2021-12-02 | 2022-12-29 | Interest | 33% | $1.00 | $1.03 | 3.04% | Interest Income |
| 2022-07-11 | 2022-08-26 | Completed | 33% | $55.68 | $58.26 | 4.65% | Signal |
| 2022-06-15 | 2022-07-11 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2022-03-30 | 2022-06-15 | Completed | 33% | $66.25 | $56.65 | -14.50% | Stop |
| 2022-03-08 | 2022-03-30 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2021-03-11 | 2022-03-08 | Completed | 33% | $65.00 | $59.71 | -8.14% | Stop |
| 2020-10-09 | 2022-02-28 | Completed | 34% | $55.54 | $64.68 | 16.45% | Signal |
| 2020-07-06 | 2021-12-02 | Completed | 33% | $53.16 | $66.72 | 25.50% | Signal |
| 2021-02-12 | 2021-03-11 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2021-02-10 | 2021-02-12 | Completed | 33% | $64.95 | $64.79 | -0.25% | Signal |
| 2020-12-14 | 2021-02-10 | Interest | 33% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2020-04-01 | 2020-12-14 | Completed | 33% | $43.25 | $61.60 | 42.45% | Signal |
| 2020-04-28 | 2020-10-09 | Interest | 34% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2020-03-02 | 2020-07-06 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2020-03-24 | 2020-04-28 | Completed | 34% | $41.83 | $47.72 | 14.09% | Signal |
| 2020-03-10 | 2020-04-01 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 34% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-01-24 | 2020-03-10 | Completed | 33% | $58.59 | $49.49 | -15.53% | Stop |
| 2019-11-06 | 2020-03-02 | Completed | 33% | $56.47 | $52.02 | -7.87% | Stop |
| 2019-06-28 | 2020-03-02 | Completed | 34% | $54.26 | $52.02 | -4.13% | Stop |
| 2019-09-17 | 2020-01-24 | Interest | 33% | $1.00 | $1.01 | 0.63% | Interest Income |
| 2019-09-24 | 2019-11-06 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2019-03-27 | 2019-09-24 | Completed | 33% | $52.51 | $54.19 | 3.20% | Signal |
| 2019-09-13 | 2019-09-17 | Completed | 33% | $54.47 | $53.94 | -0.97% | Signal |
| 2019-02-12 | 2019-09-13 | Interest | 33% | $1.00 | $1.01 | 1.29% | Interest Income |
| 2018-09-25 | 2019-06-28 | Interest | 34% | $1.00 | $1.02 | 2.02% | Interest Income |
| 2018-09-25 | 2019-03-27 | Interest | 33% | $1.00 | $1.01 | 1.41% | Interest Income |
| 2018-11-16 | 2019-02-12 | Completed | 33% | $50.02 | $50.61 | 1.17% | Signal |
| 2018-10-25 | 2018-11-16 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2017-05-17 | 2018-10-25 | Completed | 33% | $50.20 | $49.30 | -1.79% | Stop |
| 2018-09-19 | 2018-09-25 | Completed | 33% | $54.11 | $55.12 | 1.86% | Signal |
| 2018-09-19 | 2018-09-25 | Completed | 34% | $54.11 | $55.12 | 1.86% | Signal |
| 2018-08-06 | 2018-09-19 | Interest | 34% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2018-04-30 | 2018-09-19 | Interest | 33% | $1.00 | $1.01 | 1.14% | Interest Income |
| 2016-08-25 | 2018-08-06 | Completed | 34% | $44.46 | $54.20 | 21.92% | Signal |
| 2017-02-13 | 2018-04-30 | Completed | 33% | $46.16 | $55.65 | 20.55% | Signal |
| 2015-10-13 | 2017-05-17 | Interest | 33% | $1.00 | $1.03 | 3.23% | Interest Income |
| 2016-12-27 | 2017-02-13 | Interest | 33% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2016-05-16 | 2016-12-27 | Completed | 33% | $42.38 | $44.05 | 3.96% | Signal |
| 2015-10-28 | 2016-08-25 | Interest | 34% | $1.00 | $1.02 | 1.54% | Interest Income |
| 2015-10-13 | 2016-05-16 | Interest | 33% | $1.00 | $1.01 | 1.17% | Interest Income |
| 2015-09-17 | 2015-10-28 | Completed | 34% | $44.05 | $45.23 | 2.67% | Signal |
| 2015-10-09 | 2015-10-13 | Completed | 33% | $44.87 | $44.18 | -1.52% | Signal |
| 2015-10-09 | 2015-10-13 | Completed | 33% | $44.87 | $44.18 | -1.52% | Signal |
| 2015-08-19 | 2015-10-09 | Interest | 33% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2015-07-07 | 2015-10-09 | Interest | 33% | $1.00 | $1.01 | 0.58% | Interest Income |
| 2015-08-25 | 2015-09-17 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-06-15 | 2015-08-25 | Completed | 34% | $47.26 | $44.37 | -6.10% | Stop |
| 2015-03-23 | 2015-08-19 | Completed | 33% | $47.61 | $46.22 | -2.91% | Signal |
| 2013-03-05 | 2015-07-07 | Completed | 33% | $39.93 | $45.75 | 14.58% | Signal |
| 2015-05-01 | 2015-06-15 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2015-04-29 | 2015-05-01 | Completed | 34% | $48.64 | $48.32 | -0.65% | Signal |
| 2014-11-21 | 2015-04-29 | Interest | 34% | $1.00 | $1.01 | 0.85% | Interest Income |
| 2014-09-24 | 2015-03-23 | Interest | 33% | $1.00 | $1.01 | 1.05% | Interest Income |
| 2014-11-07 | 2014-11-21 | Completed | 34% | $44.81 | $45.82 | 2.25% | Signal |
| 2014-10-16 | 2014-11-07 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-11-20 | 2014-10-16 | Completed | 34% | $35.59 | $42.00 | 18.02% | Stop |
| 2012-09-12 | 2014-09-24 | Completed | 33% | $36.18 | $46.62 | 28.85% | Signal |
| 2012-12-14 | 2013-03-05 | Interest | 33% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2012-12-07 | 2012-12-14 | Completed | 33% | $37.16 | $37.56 | 1.07% | Signal |
| 2012-04-13 | 2012-12-07 | Interest | 33% | $1.00 | $1.01 | 1.10% | Interest Income |
| 2012-09-12 | 2012-11-20 | Interest | 34% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2012-06-18 | 2012-09-12 | Interest | 33% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2012-05-25 | 2012-09-12 | Completed | 34% | $31.51 | $36.18 | 14.81% | Signal |
| 2012-06-12 | 2012-06-18 | Completed | 33% | $31.82 | $32.31 | 1.53% | Signal |
| 2012-05-18 | 2012-06-12 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2011-09-15 | 2012-05-25 | Interest | 34% | $1.00 | $1.01 | 1.40% | Interest Income |
| 2012-02-14 | 2012-05-18 | Completed | 33% | $35.19 | $31.94 | -9.23% | Stop |
| 2011-12-19 | 2012-04-13 | Completed | 33% | $31.50 | $34.69 | 10.14% | Signal |
| 2011-07-22 | 2012-02-14 | Interest | 33% | $1.00 | $1.01 | 1.18% | Interest Income |
| 2011-11-25 | 2011-12-19 | Interest | 33% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2011-08-30 | 2011-11-25 | Completed | 33% | $33.93 | $30.21 | -10.95% | Stop |
| 2011-08-29 | 2011-09-15 | Completed | 34% | $34.00 | $32.79 | -3.57% | Signal |
| 2011-08-08 | 2011-08-30 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-05 | 2011-08-29 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-08 | Completed | 33% | $29.65 | $33.53 | 13.08% | Stop |
| 2010-11-29 | 2011-08-05 | Completed | 34% | $34.51 | $35.02 | 1.47% | Stop |
| 2010-09-21 | 2011-07-22 | Completed | 33% | $34.38 | $39.00 | 13.44% | Signal |
| 2010-06-23 | 2010-11-29 | Interest | 34% | $1.00 | $1.01 | 1.19% | Interest Income |
| 2010-02-08 | 2010-09-21 | Interest | 33% | $1.00 | $1.02 | 2.03% | Interest Income |
| 2010-06-01 | 2010-06-23 | Completed | 34% | $29.65 | $31.16 | 5.09% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 34% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-05-07 | 2010-06-01 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-19 | 2010-05-07 | Completed | 33% | $34.29 | $30.84 | -10.04% | Stop |
| 2010-03-03 | 2010-05-07 | Completed | 34% | $33.38 | $30.84 | -7.61% | Stop |
| 2010-01-04 | 2010-03-19 | Interest | 33% | $1.00 | $1.01 | 0.75% | Interest Income |
| 2010-02-08 | 2010-03-03 | Interest | 34% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2009-08-11 | 2010-02-08 | Completed | 34% | $30.92 | $31.56 | 2.07% | Stop |
| 2009-05-26 | 2010-02-08 | Completed | 33% | $27.27 | $31.56 | 15.72% | Stop |
| 2009-12-30 | 2010-01-04 | Completed | 33% | $34.30 | $34.94 | 1.86% | Signal |
| 2009-03-23 | 2009-12-30 | Interest | 33% | $1.00 | $1.03 | 2.64% | Interest Income |
| 2009-03-23 | 2009-08-11 | Interest | 34% | $1.00 | $1.01 | 1.29% | Interest Income |
| 2009-03-23 | 2009-05-26 | Interest | 33% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2009-03-19 | 2009-03-23 | Completed | 33% | $22.98 | $22.91 | -0.34% | Signal |
| 2009-03-19 | 2009-03-23 | Completed | 34% | $22.98 | $22.91 | -0.34% | Signal |
| 2009-03-19 | 2009-03-23 | Completed | 33% | $22.98 | $22.91 | -0.34% | Signal |
| 2008-08-19 | 2009-03-19 | Interest | 33% | $1.00 | $1.02 | 1.82% | Interest Income |
| 2008-07-14 | 2009-03-19 | Interest | 33% | $1.00 | $1.02 | 2.23% | Interest Income |
| 2008-01-17 | 2009-03-19 | Interest | 34% | $1.00 | $1.04 | 4.09% | Interest Income |
| 2008-08-07 | 2008-08-19 | Completed | 33% | $39.11 | $36.85 | -5.78% | Signal |
| 2008-07-16 | 2008-08-07 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-02-14 | 2008-07-16 | Completed | 33% | $41.51 | $38.12 | -8.16% | Stop |
| 2008-06-04 | 2008-07-14 | Completed | 33% | $43.84 | $39.40 | -10.13% | Stop |
| 2008-01-18 | 2008-06-04 | Interest | 33% | $1.00 | $1.01 | 1.36% | Interest Income |
| 2008-01-23 | 2008-02-14 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2007-09-11 | 2008-01-23 | Completed | 33% | $44.08 | $38.58 | -12.48% | Stop |
| 2007-11-14 | 2008-01-18 | Completed | 33% | $47.55 | $42.27 | -11.09% | Stop |
| 2007-09-11 | 2008-01-17 | Completed | 34% | $44.08 | $42.61 | -3.34% | Stop |
| 2007-09-14 | 2007-11-14 | Interest | 33% | $1.00 | $1.01 | 0.75% | Interest Income |
| 2007-09-11 | 2007-09-14 | Completed | 33% | $44.08 | $44.23 | 0.33% | Signal |
| 2007-08-17 | 2007-09-11 | Interest | 33% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2007-08-17 | 2007-09-11 | Interest | 34% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2007-08-17 | 2007-09-11 | Interest | 33% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2006-09-29 | 2007-08-17 | Completed | 33% | $37.73 | $42.56 | 12.80% | Stop |
| 2006-07-03 | 2007-08-17 | Completed | 34% | $36.42 | $42.56 | 16.84% | Stop |
| 2004-01-08 | 2007-08-17 | Completed | 33% | $25.22 | $42.56 | 68.72% | Stop |
| 2006-08-04 | 2006-09-29 | Interest | 33% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2006-07-03 | 2006-08-04 | Completed | 33% | $36.42 | $37.00 | 1.59% | Signal |
| 2006-06-09 | 2006-07-03 | Interest | 33% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2006-06-09 | 2006-07-03 | Interest | 34% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2005-08-24 | 2006-06-09 | Completed | 33% | $30.35 | $34.78 | 14.57% | Stop |
| 2004-11-15 | 2006-06-09 | Completed | 34% | $27.56 | $34.78 | 26.16% | Stop |
| 2005-06-03 | 2005-08-24 | Interest | 33% | $1.00 | $1.01 | 0.92% | Interest Income |
| 2004-11-02 | 2005-06-03 | Completed | 33% | $26.45 | $28.51 | 7.77% | Signal |
| 2004-10-22 | 2004-11-15 | Interest | 34% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2004-10-11 | 2004-11-02 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2003-08-27 | 2004-10-22 | Completed | 34% | $19.91 | $25.94 | 30.28% | Signal |
| 2004-10-07 | 2004-10-11 | Completed | 33% | $25.83 | $25.90 | 0.24% | Signal |
| 2004-06-07 | 2004-10-07 | Interest | 33% | $1.00 | $1.01 | 1.46% | Interest Income |
| 2003-08-27 | 2004-06-07 | Completed | 33% | $19.91 | $25.36 | 27.34% | Signal |
| 2003-12-08 | 2004-01-08 | Interest | 33% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2003-12-03 | 2003-12-08 | Completed | 33% | $23.17 | $23.12 | -0.24% | Signal |
| 2003-08-25 | 2003-12-03 | Interest | 33% | $1.00 | $1.01 | 1.16% | Interest Income |
| 2003-08-25 | 2003-08-27 | Interest | 33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2003-08-25 | 2003-08-27 | Interest | 34% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
