IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IAGG Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 1.79% | 1.79% | 2.75% | 1.02% | 2.45% | 2.24% | 2.90% | 2.12% |
| Sharpe Ratio | 0.65 | 0.65 | 1.38 | 0.23 | 1.13 | 0.55 | 1.23 | 0.51 |
| Max Drawdown | -2.32% | -2.32% | -2.36% | -13.57% | -5.93% | -13.88% | -5.93% | -13.88% |
| % Time Invested | 100.0% | 100.0% | 45.1% | 100.0% | 42.9% | 100.0% | 50.7% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 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 |
|---|---|---|---|---|---|---|---|
| 2024-08-05 | Open | Open | 100% | $47.70 | $49.79 | 4.38% | Mark-to-Market |
| 2024-03-12 | 2024-08-05 | Interest | 100% | $1.00 | $1.02 | 1.71% | Interest Income |
| 2024-03-08 | 2024-03-12 | Completed | 100% | $46.16 | $46.06 | -0.22% | Signal |
| 2023-12-26 | 2024-03-08 | Interest | 100% | $1.00 | $1.01 | 0.80% | Interest Income |
| 2023-12-20 | 2023-12-26 | Completed | 100% | $46.01 | $45.98 | -0.06% | Signal |
| 2022-08-03 | 2023-12-20 | Interest | 100% | $1.00 | $1.05 | 5.36% | Interest Income |
| 2022-07-29 | 2022-08-03 | Completed | 100% | $44.62 | $44.75 | 0.29% | Signal |
| 2021-10-22 | 2022-07-29 | Interest | 100% | $1.00 | $1.02 | 1.71% | Interest Income |
| 2019-04-25 | 2021-10-22 | Completed | 100% | $44.21 | $47.26 | 6.90% | Signal |
| 2019-04-02 | 2019-04-25 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2019-03-29 | 2019-04-02 | Completed | 100% | $44.22 | $44.21 | -0.04% | Signal |
| 2018-11-01 | 2019-03-29 | Interest | 100% | $1.00 | $1.01 | 1.10% | Interest Income |
| 2018-10-26 | 2018-11-01 | Completed | 100% | $42.18 | $42.15 | -0.07% | Signal |
| 2017-11-03 | 2018-10-26 | Interest | 100% | $1.00 | $1.03 | 2.74% | Interest Income |
Return Distribution Analysis
