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GOVT

iShares U.S. Treasury Bond ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-09-10
Executive Summary
The quantitative backtest for GOVT (iShares U.S. Treasury Bond ETF) using the Excess Return MMA* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -5.4% (compared to the benchmark's drawdown of -19.1%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 2.3%, compared to a Buy-and-Hold benchmark return of 1.2%. The strategy executed 25 total trades.

* Excess Return MMA: Multi-Moving Average (Triple-Band) model utilizing sophisticated long/short cross durations optimized against volatility.

🛡️ GOVT Drawdown Shield & Downside Protection

Why Drawdown Dictates Longevity →
Peak Drawdown Defense
-5.4% (vs -19.1% B&H)
+13.6% shallower drawdown
Downside Efficiency
0.87 Sortino
+0.50 vs 0.37 B&H
Capital Sheltered from Risk
40.6% of Time
Earning Treasury yield during downturns
* Drawdown Shield demonstrates how systematic trend-following bounded historical drawdowns and protected principal capital compared to passive Buy & Hold.

📊 GOVT Quality Metrics & KPI Summary

Metric 1Y5Y10YFull
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
Max Drawdown-1.72%-3.07%-4.29%-16.47%-4.57%-19.07%-5.44%-19.07%
Sharpe Ratio0.11-0.240.69-0.170.680.130.710.25
Sortino Ratio0.18-0.400.77-0.270.790.190.870.37
CAGR0.25%-0.84%1.80%-1.00%2.15%0.68%2.30%1.24%
% Time Invested68.9%100.0%39.4%100.0%51.7%100.0%59.4%100.0%
Trades / Year1.00.02.20.01.90.02.00.0

Cumulative Growth Performance

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Hydrating Performance Trajectory... Loading historical performance data
Figure 1: Cumulative Trajectory Analysis. Logarithmic growth comparison of GOVT under the Excess Return MMA strategy (Investing) versus Buy & Hold. The strategy produced a 2.3% CAGR with a -5.4% Max Drawdown across 25 trade signals (compared to Buy & Hold's 1.2% CAGR and -19.1% Max Drawdown).

Return Distribution Analysis

Histogram of monthly return distribution for GOVT under Excess Return MMA strategy in Investing context, illustrating downside risk mitigation and return skewness.
Figure 2: Monthly Return Distribution Profile. Monthly return distribution for GOVT under Excess Return MMA (Investing). Visualizes return frequency, volatility clustering, and tail-risk truncation relative to standard buy-and-hold returns.
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Top 5 non-correlated asset sleeves evaluated on 1Y daily percentage returns (Pearson r). Compare them side-by-side in Compare Studio to analyze portfolio diversification.

Diversifier Asset Category 1Y Correlation (r) Action
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Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription.
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2026-02-09 2026-06-01 Interest (CASH) 33.33% $1.00 $1.01 1.12% Interest Income
2025-05-01 2026-05-19 Completed 33.33% $21.94 $22.21 1.19% Signal
2025-09-12 2026-02-09 Completed 33.33% $22.35 $22.54 0.81% Signal
2025-09-05 2025-12-30 Interest (CASH) 33.33% $1.00 $1.01 1.23% Interest Income
2025-07-24 2025-09-12 Interest (CASH) 33.33% $1.00 $1.01 0.58% Interest Income
2024-08-05 2025-09-05 Completed 33.33% $21.81 $22.30 2.18% Signal
2025-04-25 2025-07-24 Completed 33.33% $21.77 $21.78 0.03% Signal
2025-03-05 2025-05-01 Interest (CASH) 33.33% $1.00 $1.01 0.67% Interest Income
2024-12-16 2025-04-25 Interest (CASH) 33.33% $1.00 $1.01 1.49% Interest Income
2024-08-05 2025-03-05 Completed 33.33% $21.81 $21.75 -0.35% Signal
2024-08-05 2024-12-16 Completed 33.33% $21.81 $21.32 -2.32% Signal
2024-06-13 2024-08-05 Interest (CASH) 33.33% $1.00 $1.01 0.74% Interest Income
2024-05-01 2024-08-05 Interest (CASH) 33.33% $1.00 $1.01 1.38% Interest Income
2021-10-04 2024-08-05 Interest (CASH) 33.33% $1.00 $1.11 10.85% Interest Income
2024-05-16 2024-06-13 Completed 33.33% $20.79 $20.95 0.70% Signal
2022-02-16 2024-05-16 Interest (CASH) 33.33% $1.00 $1.10 9.55% Interest Income
2024-01-25 2024-05-01 Completed 33.33% $20.79 $20.41 -1.85% Signal
2023-06-30 2024-01-25 Interest (CASH) 33.33% $1.00 $1.03 3.10% Interest Income
2023-06-15 2023-06-30 Completed 33.33% $20.65 $20.53 -0.61% Signal
2023-05-23 2023-06-15 Interest (CASH) 33.33% $1.00 $1.00 0.34% Interest Income
2023-02-23 2023-05-23 Completed 33.33% $20.26 $20.59 1.58% Signal
2021-11-29 2023-02-23 Interest (CASH) 33.33% $1.00 $1.03 2.74% Interest Income
2021-11-04 2022-02-16 Completed 33.33% $23.05 $22.29 -3.35% Signal
2021-07-28 2021-11-29 Completed 33.33% $23.33 $23.09 -1.10% Signal
2021-01-27 2021-11-04 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2018-11-20 2021-10-04 Completed 33.33% $20.12 $23.12 14.84% Signal
2020-11-06 2021-07-28 Interest (CASH) 33.33% $1.00 $1.00 0.04% Interest Income
2018-11-20 2021-01-27 Completed 33.33% $20.12 $23.55 16.99% Signal
2020-02-28 2020-11-06 Completed 33.33% $23.03 $23.73 2.99% Signal
2020-01-13 2020-02-28 Interest (CASH) 33.33% $1.00 $1.00 0.20% Interest Income
2018-11-20 2020-01-13 Completed 33.33% $20.12 $22.06 9.56% Signal
2018-10-04 2018-11-20 Interest (CASH) 33.33% $1.00 $1.00 0.30% Interest Income
2018-02-09 2018-11-20 Interest (CASH) 33.33% $1.00 $1.02 1.55% Interest Income
2017-06-29 2018-11-20 Interest (CASH) 33.33% $1.00 $1.02 2.29% Interest Income
2018-08-23 2018-10-04 Completed 33.33% $20.28 $19.92 -1.82% Signal
2017-11-29 2018-08-23 Interest (CASH) 33.33% $1.00 $1.01 1.27% Interest Income
2017-06-05 2018-02-09 Completed 33.33% $20.42 $20.01 -2.04% Signal
2017-05-11 2017-11-29 Completed 33.33% $20.13 $20.40 1.26% Signal
2014-04-15 2017-06-29 Completed 33.33% $19.15 $20.37 6.33% Signal
2017-01-04 2017-06-05 Interest (CASH) 33.33% $1.00 $1.00 0.29% Interest Income
2016-11-14 2017-05-11 Interest (CASH) 33.33% $1.00 $1.00 0.30% Interest Income
2015-12-14 2017-01-04 Completed 33.33% $20.02 $19.96 -0.36% Signal
2016-02-29 2016-11-14 Completed 33.33% $20.44 $20.08 -1.83% Signal
2016-02-04 2016-02-29 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2015-10-01 2016-02-04 Completed 33.33% $20.07 $20.34 1.31% Signal
2015-10-06 2015-12-14 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2014-04-07 2015-10-06 Completed 33.33% $19.05 $20.06 5.25% Signal
2015-06-23 2015-10-01 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2014-02-21 2015-06-23 Completed 33.33% $18.98 $19.60 3.25% Signal
2014-02-19 2014-04-15 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2014-02-19 2014-04-07 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2014-02-19 2014-02-21 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income

Next Steps: Portfolio Integration & Comparative Analysis

Single-ticker trend following is designed to truncate tail risk inside a broader portfolio. View where GOVT ranks across 40+ tracked assets, evaluate correlation against non-correlated diversifiers, or model it inside a custom all-weather asset mix.

📊 View Full 40-Asset Backtest Matrix → 🛠️ Build Custom Portfolio with GOVT → ⚖️ Compare GOVT vs Non-Correlated Assets →