IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IDEV Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | Full History | |||
|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 24.74% | 24.74% | 7.29% | 8.31% | 7.46% | 9.80% |
| Sharpe Ratio | 1.60 | 1.60 | 0.57 | 0.50 | 0.56 | 0.50 |
| Max Drawdown | -11.20% | -11.20% | -17.74% | -29.15% | -19.37% | -34.77% |
| % Time Invested | 100.0% | 100.0% | 73.1% | 100.0% | 74.6% | 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 |
|---|---|---|---|---|---|---|---|
| 2025-03-03 | Open | Open | 100% | $67.61 | $86.23 | 27.53% | Mark-to-Market |
| 2025-01-06 | 2025-03-03 | Interest | 100% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2024-01-12 | 2025-01-06 | Completed | 100% | $59.37 | $62.93 | 6.01% | Signal |
| 2023-12-19 | 2024-01-12 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2023-12-15 | 2023-12-19 | Completed | 100% | $58.19 | $58.40 | 0.36% | Signal |
| 2023-10-12 | 2023-12-15 | Interest | 100% | $1.00 | $1.01 | 0.79% | Interest Income |
| 2023-01-09 | 2023-10-12 | Completed | 100% | $52.92 | $54.28 | 2.56% | Signal |
| 2022-01-25 | 2023-01-09 | Interest | 100% | $1.00 | $1.03 | 2.90% | Interest Income |
| 2020-08-05 | 2022-01-25 | Completed | 100% | $45.83 | $56.46 | 23.19% | Signal |
| 2020-03-10 | 2020-08-05 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2019-04-09 | 2020-03-10 | Completed | 100% | $44.70 | $41.38 | -7.43% | Stop |
| 2019-03-20 | 2019-04-09 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
Return Distribution Analysis
