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 | 21.83% | 22.00% | 2.27% | 8.09% | 4.16% | 8.72% | 3.84% | 7.38% |
| Sharpe Ratio | 1.38 | 1.39 | 0.17 | 0.48 | 0.32 | 0.48 | 0.28 | 0.34 |
| Max Drawdown | -11.42% | -11.42% | -29.34% | -29.53% | -29.34% | -34.19% | -34.95% | -61.04% |
| % Time Invested | 99.2% | 100.0% | 73.8% | 100.0% | 63.2% | 100.0% | 65.3% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.0 | 0.0 | 1.2 | 0.0 | 1.3 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-05-01 | Open | Open | 100% | $82.05 | $99.93 | 21.80% | Mark-to-Market |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-10-19 | 2025-04-08 | Completed | 100% | $62.45 | $73.21 | 17.23% | Stop |
| 2023-04-10 | 2023-10-19 | Interest | 100% | $1.00 | $1.02 | 2.09% | Interest Income |
| 2023-04-05 | 2023-04-10 | Completed | 100% | $65.12 | $64.91 | -0.32% | Signal |
| 2023-01-20 | 2023-04-05 | Interest | 100% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $64.96 | $63.88 | -1.66% | Signal |
| 2022-08-31 | 2023-01-18 | Interest | 100% | $1.00 | $1.01 | 1.39% | Interest Income |
| 2022-07-08 | 2022-08-31 | Completed | 100% | $56.17 | $56.17 | 0.00% | Signal |
| 2022-06-14 | 2022-07-08 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2022-03-29 | 2022-06-14 | Completed | 100% | $66.51 | $56.55 | -14.99% | Stop |
| 2022-03-07 | 2022-03-29 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2021-03-11 | 2022-03-07 | Completed | 100% | $65.00 | $60.68 | -6.65% | Stop |
| 2021-02-12 | 2021-03-11 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2021-02-10 | 2021-02-12 | Completed | 100% | $64.95 | $64.79 | -0.25% | Signal |
| 2020-12-04 | 2021-02-10 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-04-01 | 2020-12-04 | Completed | 100% | $43.25 | $61.33 | 41.83% | Signal |
| 2020-03-10 | 2020-04-01 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-01-29 | 2020-03-10 | Completed | 100% | $57.53 | $49.49 | -13.98% | Stop |
| 2019-09-17 | 2020-01-29 | Interest | 100% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2019-09-13 | 2019-09-17 | Completed | 100% | $54.47 | $53.94 | -0.97% | Signal |
| 2019-02-12 | 2019-09-13 | Interest | 100% | $1.00 | $1.01 | 1.29% | Interest Income |
| 2018-11-15 | 2019-02-12 | Completed | 100% | $49.86 | $50.61 | 1.50% | Signal |
| 2018-10-24 | 2018-11-15 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2017-05-12 | 2018-10-24 | Completed | 100% | $49.64 | $50.04 | 0.80% | Stop |
| 2015-10-13 | 2017-05-12 | Interest | 100% | $1.00 | $1.03 | 3.21% | Interest Income |
| 2015-10-09 | 2015-10-13 | Completed | 100% | $44.87 | $44.18 | -1.52% | Signal |
| 2015-07-06 | 2015-10-09 | Interest | 100% | $1.00 | $1.01 | 0.59% | Interest Income |
| 2014-11-10 | 2015-07-06 | Completed | 100% | $45.15 | $46.03 | 1.95% | Signal |
| 2014-10-17 | 2014-11-10 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2013-03-05 | 2014-10-17 | Completed | 100% | $39.93 | $43.27 | 8.38% | Stop |
| 2012-12-14 | 2013-03-05 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2012-12-07 | 2012-12-14 | Completed | 100% | $37.16 | $37.56 | 1.07% | Signal |
| 2012-04-05 | 2012-12-07 | Interest | 100% | $1.00 | $1.01 | 1.14% | Interest Income |
| 2011-12-19 | 2012-04-05 | Completed | 100% | $31.50 | $34.69 | 10.14% | Signal |
| 2011-11-25 | 2011-12-19 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2011-10-27 | 2011-11-25 | Completed | 100% | $35.70 | $30.21 | -15.37% | Stop |
| 2011-10-05 | 2011-10-27 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-29 | 2011-10-05 | Completed | 100% | $34.00 | $30.63 | -9.92% | Stop |
| 2011-08-05 | 2011-08-29 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-05 | Completed | 100% | $29.65 | $35.02 | 18.08% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-18 | 2010-05-07 | Completed | 100% | $34.73 | $30.84 | -11.18% | Stop |
| 2010-01-04 | 2010-03-18 | Interest | 100% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2009-12-30 | 2010-01-04 | Completed | 100% | $34.30 | $34.94 | 1.86% | Signal |
| 2009-03-23 | 2009-12-30 | Interest | 100% | $1.00 | $1.03 | 2.64% | Interest Income |
| 2009-03-19 | 2009-03-23 | Completed | 100% | $22.98 | $22.91 | -0.34% | Signal |
| 2008-08-15 | 2009-03-19 | Interest | 100% | $1.00 | $1.02 | 1.85% | Interest Income |
| 2008-08-05 | 2008-08-15 | Completed | 100% | $38.95 | $37.49 | -3.75% | Signal |
| 2008-07-14 | 2008-08-05 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-02-12 | 2008-07-14 | Completed | 100% | $40.62 | $39.40 | -3.02% | Stop |
| 2008-01-18 | 2008-02-12 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2007-09-11 | 2008-01-18 | Completed | 100% | $44.08 | $42.27 | -4.09% | Stop |
| 2007-08-17 | 2007-09-11 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2006-07-07 | 2007-08-17 | Completed | 100% | $36.39 | $42.56 | 16.95% | Stop |
| 2006-06-14 | 2006-07-07 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2004-01-07 | 2006-06-14 | Completed | 100% | $24.82 | $33.59 | 35.33% | Stop |
| 2003-12-08 | 2004-01-07 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2003-12-03 | 2003-12-08 | Completed | 100% | $23.17 | $23.12 | -0.24% | Signal |
| 2003-08-25 | 2003-12-03 | Interest | 100% | $1.00 | $1.01 | 1.16% | Interest Income |
Return Distribution Analysis
