IEFA
ISHARES CORE MSCI EAFE ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IEFA Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 21.22% | 22.96% | 5.93% | 7.83% | 7.81% | 8.85% | 6.67% | 7.63% |
| Sharpe Ratio | 1.36 | 1.45 | 0.53 | 0.46 | 0.73 | 0.49 | 0.65 | 0.43 |
| Max Drawdown | -11.50% | -11.50% | -14.98% | -30.41% | -17.10% | -34.79% | -17.10% | -34.79% |
| % Time Invested | 100.0% | 100.0% | 90.4% | 100.0% | 92.8% | 100.0% | 89.0% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 2.2 | 0.0 | 3.3 | 0.0 | 3.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-05-21 | Open | Open | 34% | $79.35 | $93.39 | 17.69% | Mark-to-Market |
| 2025-05-01 | Open | Open | 33% | $76.06 | $93.39 | 22.79% | Mark-to-Market |
| 2023-10-30 | Open | Open | 33% | $56.98 | $93.39 | 63.89% | Mark-to-Market |
| 2025-02-26 | 2025-05-21 | Interest | 34% | $1.00 | $1.01 | 0.99% | Interest Income |
| 2025-04-08 | 2025-05-01 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-24 | 2025-04-08 | Completed | 33% | $74.71 | $67.94 | -9.06% | Stop |
| 2024-12-18 | 2025-03-24 | Interest | 33% | $1.00 | $1.01 | 1.10% | Interest Income |
| 2024-03-21 | 2025-02-26 | Completed | 34% | $69.23 | $73.62 | 6.34% | Signal |
| 2024-01-12 | 2024-12-18 | Completed | 33% | $65.44 | $69.32 | 5.93% | 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% | $67.09 | $66.73 | -0.54% | Signal |
| 2023-12-04 | 2024-02-26 | Interest | 34% | $1.00 | $1.01 | 0.89% | 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% | $64.14 | $64.35 | 0.32% | Signal |
| 2023-09-22 | 2023-12-15 | Interest | 33% | $1.00 | $1.01 | 1.05% | Interest Income |
| 2023-03-20 | 2023-12-04 | Completed | 34% | $57.37 | $62.15 | 8.33% | Signal |
| 2023-01-20 | 2023-10-30 | Interest | 33% | $1.00 | $1.03 | 3.02% | Interest Income |
| 2022-12-30 | 2023-09-22 | Completed | 33% | $55.90 | $60.32 | 7.91% | Signal |
| 2023-01-20 | 2023-03-20 | Interest | 34% | $1.00 | $1.01 | 0.58% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 34% | $60.63 | $59.48 | -1.90% | Signal |
| 2023-01-18 | 2023-01-20 | Completed | 33% | $60.63 | $59.48 | -1.90% | Signal |
| 2022-08-24 | 2023-01-18 | Interest | 33% | $1.00 | $1.01 | 1.45% | Interest Income |
| 2022-02-25 | 2023-01-18 | Interest | 34% | $1.00 | $1.03 | 2.81% | Interest Income |
| 2021-12-03 | 2022-12-30 | Interest | 33% | $1.00 | $1.03 | 3.05% | Interest Income |
| 2022-07-11 | 2022-08-24 | Completed | 33% | $52.03 | $53.65 | 3.12% | 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% | $62.21 | $52.92 | -14.93% | Stop |
| 2022-03-08 | 2022-03-30 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2021-03-09 | 2022-03-08 | Completed | 33% | $60.70 | $56.20 | -7.41% | Stop |
| 2020-10-07 | 2022-02-25 | Completed | 34% | $51.68 | $61.05 | 18.11% | Signal |
| 2020-07-02 | 2021-12-03 | Completed | 33% | $49.07 | $63.48 | 29.37% | Signal |
| 2021-02-12 | 2021-03-09 | Interest | 33% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2021-02-10 | 2021-02-12 | Completed | 33% | $61.27 | $61.15 | -0.21% | Signal |
| 2020-12-22 | 2021-02-10 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2020-04-01 | 2020-12-22 | Completed | 33% | $40.08 | $57.65 | 43.83% | Signal |
| 2020-04-30 | 2020-10-07 | Interest | 34% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2020-03-26 | 2020-07-02 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2020-03-24 | 2020-04-30 | Completed | 34% | $38.76 | $44.38 | 14.48% | Signal |
| 2020-03-10 | 2020-04-01 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-24 | 2020-03-26 | Completed | 33% | $38.76 | $40.64 | 4.83% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 34% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-01-29 | 2020-03-10 | Completed | 33% | $53.80 | $46.32 | -13.91% | Stop |
| 2019-11-05 | 2020-03-02 | Completed | 33% | $52.68 | $48.60 | -7.74% | Stop |
| 2019-07-09 | 2020-03-02 | Completed | 34% | $50.18 | $48.60 | -3.15% | Stop |
| 2019-09-17 | 2020-01-29 | Interest | 33% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2019-09-17 | 2019-11-05 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2019-09-13 | 2019-09-17 | Completed | 33% | $50.74 | $50.23 | -1.00% | Signal |
| 2019-09-13 | 2019-09-17 | Completed | 33% | $50.74 | $50.23 | -1.00% | Signal |
| 2019-08-16 | 2019-09-13 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2019-06-14 | 2019-09-13 | Interest | 33% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2019-03-27 | 2019-08-16 | Completed | 33% | $48.93 | $47.58 | -2.75% | Signal |
| 2019-06-14 | 2019-07-09 | Interest | 34% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2019-06-12 | 2019-06-14 | Completed | 34% | $49.54 | $49.09 | -0.91% | Signal |
| 2019-06-12 | 2019-06-14 | Completed | 33% | $49.54 | $49.09 | -0.91% | Signal |
| 2019-02-21 | 2019-06-12 | Interest | 33% | $1.00 | $1.01 | 0.75% | Interest Income |
| 2018-09-24 | 2019-06-12 | Interest | 34% | $1.00 | $1.02 | 1.94% | Interest Income |
| 2018-09-24 | 2019-03-27 | Interest | 33% | $1.00 | $1.01 | 1.43% | Interest Income |
| 2018-11-15 | 2019-02-21 | Completed | 33% | $46.43 | $48.33 | 4.10% | Signal |
| 2018-10-24 | 2018-11-15 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2017-05-08 | 2018-10-24 | Completed | 33% | $46.15 | $46.68 | 1.15% | Stop |
| 2018-09-19 | 2018-09-24 | Completed | 33% | $50.77 | $51.48 | 1.39% | Signal |
| 2018-09-19 | 2018-09-24 | Completed | 34% | $50.77 | $51.48 | 1.39% | Signal |
| 2018-08-15 | 2018-09-19 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2018-05-02 | 2018-09-19 | Interest | 33% | $1.00 | $1.01 | 1.11% | Interest Income |
| 2016-08-18 | 2018-08-15 | Completed | 34% | $41.23 | $49.20 | 19.33% | Signal |
| 2017-02-14 | 2018-05-02 | Completed | 33% | $42.60 | $52.17 | 22.48% | Signal |
| 2015-10-13 | 2017-05-08 | Interest | 33% | $1.00 | $1.03 | 3.17% | Interest Income |
| 2016-12-27 | 2017-02-14 | Interest | 33% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2016-05-13 | 2016-12-27 | Completed | 33% | $39.17 | $40.71 | 3.93% | Signal |
| 2015-11-05 | 2016-08-18 | Interest | 34% | $1.00 | $1.01 | 1.45% | Interest Income |
| 2015-10-13 | 2016-05-13 | Interest | 33% | $1.00 | $1.01 | 1.16% | Interest Income |
| 2015-09-17 | 2015-11-05 | Completed | 34% | $40.34 | $41.36 | 2.52% | Signal |
| 2015-10-09 | 2015-10-13 | Completed | 33% | $41.11 | $40.48 | -1.53% | Signal |
| 2015-10-09 | 2015-10-13 | Completed | 33% | $41.11 | $40.48 | -1.53% | Signal |
| 2015-08-21 | 2015-10-09 | Interest | 33% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2015-07-09 | 2015-10-09 | Interest | 33% | $1.00 | $1.01 | 0.56% | Interest Income |
| 2015-08-25 | 2015-09-17 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-06-11 | 2015-08-25 | Completed | 34% | $44.04 | $39.33 | -10.69% | Stop |
| 2015-03-20 | 2015-08-21 | Completed | 33% | $42.86 | $41.11 | -4.10% | Signal |
| 2014-10-22 | 2015-07-09 | Completed | 33% | $40.05 | $42.07 | 5.04% | Signal |
| 2015-05-01 | 2015-06-11 | Interest | 34% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2015-04-29 | 2015-05-01 | Completed | 34% | $44.23 | $43.93 | -0.68% | Signal |
| 2014-11-19 | 2015-04-29 | Interest | 34% | $1.00 | $1.01 | 0.87% | Interest Income |
| 2014-10-20 | 2015-03-20 | Interest | 33% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2014-10-22 | 2014-11-19 | Completed | 34% | $40.05 | $41.18 | 2.83% | Signal |
| 2014-10-20 | 2014-10-22 | Interest | 34% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2014-10-20 | 2014-10-22 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
