IEFA ISHARES CORE MSCI EAFE ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:

IEFA Quality Metrics & KPI Summary

Metric1Y5Y10YFull History
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
CAGR22.25%22.96%4.89%7.83%7.30%8.85%5.76%7.20%
Sharpe Ratio1.701.450.500.460.720.490.590.41
Max Drawdown-9.51%-11.50%-12.91%-30.41%-12.91%-34.79%-12.91%-34.79%
% Time Invested100.0%100.0%85.7%100.0%88.0%100.0%87.5%100.0%
Trades / Year6.00.08.60.08.70.09.10.0

Trade History

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
2026-04-09 Open Open 33% $94.34 $93.39 -1.01% Mark-to-Market
2025-05-01 Open Open 33% $76.06 $93.39 22.79% Mark-to-Market
2026-04-08 Open Interest 34% $1.00 $1.00 0.27% Mark-to-Market
2026-03-10 2026-04-09 Interest 33% $1.00 $1.00 0.35% Interest Income
2025-06-03 2026-04-08 Completed 34% $79.67 $95.78 20.22% Signal
2025-12-08 2026-03-10 Completed 33% $87.63 $93.08 6.22% Stop
2025-10-27 2025-12-08 Interest 33% $1.00 $1.00 0.46% Interest Income
2025-10-03 2025-10-27 Completed 33% $86.99 $87.55 0.64% Signal
2025-09-11 2025-10-03 Interest 33% $1.00 $1.00 0.26% Interest Income
2025-09-02 2025-09-11 Completed 33% $82.66 $85.08 2.93% Signal
2025-08-08 2025-09-02 Interest 33% $1.00 $1.00 0.27% Interest Income
2025-07-22 2025-08-08 Completed 33% $81.59 $82.80 1.49% Signal
2025-06-27 2025-07-22 Interest 33% $1.00 $1.00 0.27% Interest Income
2025-04-28 2025-06-27 Completed 33% $75.32 $81.61 8.35% Signal
2025-05-09 2025-06-03 Interest 34% $1.00 $1.00 0.28% Interest Income
2025-05-01 2025-05-09 Completed 34% $76.06 $77.21 1.51% Signal
2025-04-08 2025-05-01 Interest 34% $1.00 $1.00 0.27% Interest Income
2025-04-08 2025-05-01 Interest 33% $1.00 $1.00 0.27% Interest Income
2025-04-03 2025-04-28 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
2025-02-14 2025-04-08 Completed 34% $73.55 $67.94 -7.63% Stop
2025-01-22 2025-04-03 Completed 33% $70.29 $72.55 3.22% Signal
2024-12-18 2025-03-24 Interest 33% $1.00 $1.01 1.10% Interest Income
2024-11-14 2025-02-14 Interest 34% $1.00 $1.01 1.07% Interest Income
2024-12-26 2025-01-22 Interest 33% $1.00 $1.00 0.29% Interest Income
2024-12-05 2024-12-26 Completed 33% $70.80 $68.17 -3.71% Signal
2024-01-12 2024-12-18 Completed 33% $65.44 $69.32 5.93% Signal
2024-10-15 2024-12-05 Interest 33% $1.00 $1.01 0.60% Interest Income
2024-08-27 2024-11-14 Completed 34% $72.99 $68.84 -5.68% Signal
2024-10-09 2024-10-15 Completed 33% $72.14 $72.68 0.75% Signal
2024-09-17 2024-10-09 Interest 33% $1.00 $1.00 0.24% Interest Income
2024-08-23 2024-09-17 Completed 33% $72.39 $72.63 0.33% Signal
2024-08-05 2024-08-27 Interest 34% $1.00 $1.00 0.24% Interest Income
2024-08-01 2024-08-23 Interest 33% $1.00 $1.00 0.24% Interest Income
2024-06-18 2024-08-05 Completed 34% $68.85 $65.48 -4.89% Signal
2024-07-10 2024-08-01 Completed 33% $70.45 $70.06 -0.55% Signal
2024-06-10 2024-07-10 Interest 33% $1.00 $1.00 0.34% Interest Income
2024-05-24 2024-06-18 Interest 34% $1.00 $1.00 0.27% Interest Income
2024-05-07 2024-06-10 Completed 33% $69.08 $69.82 1.08% Signal
2023-12-06 2024-05-24 Completed 34% $62.68 $69.98 11.65% Signal
2024-04-11 2024-05-07 Interest 33% $1.00 $1.00 0.32% Interest Income
2024-02-09 2024-04-11 Completed 33% $65.13 $68.16 4.65% Signal
2024-01-18 2024-02-09 Interest 33% $1.00 $1.00 0.26% Interest Income
2023-11-08 2024-01-18 Completed 33% $59.05 $63.80 8.05% Signal
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
2023-09-07 2023-12-06 Interest 34% $1.00 $1.01 1.12% Interest Income
2023-09-21 2023-11-08 Interest 33% $1.00 $1.01 0.62% Interest Income
2022-12-30 2023-09-22 Completed 33% $55.90 $60.32 7.91% Signal
2023-09-08 2023-09-21 Completed 33% $60.54 $60.42 -0.20% Signal
2023-08-10 2023-09-08 Interest 33% $1.00 $1.00 0.33% Interest Income
2023-07-28 2023-09-07 Completed 34% $64.01 $60.62 -5.29% Signal
2023-07-28 2023-08-10 Completed 33% $64.01 $62.85 -1.81% Signal
2023-07-06 2023-07-28 Interest 33% $1.00 $1.00 0.24% Interest Income
2023-07-06 2023-07-28 Interest 34% $1.00 $1.00 0.24% Interest Income
2023-06-15 2023-07-06 Completed 33% $62.47 $60.49 -3.18% Signal
2023-04-28 2023-07-06 Completed 34% $61.62 $60.49 -1.84% Signal
2023-05-17 2023-06-15 Interest 33% $1.00 $1.00 0.29% Interest Income
2023-03-31 2023-05-17 Completed 33% $60.22 $61.67 2.41% Signal
2023-04-05 2023-04-28 Interest 34% $1.00 $1.00 0.22% Interest Income
2022-11-18 2023-04-05 Completed 34% $55.07 $60.44 9.76% Signal
2023-02-17 2023-03-31 Interest 33% $1.00 $1.00 0.42% Interest Income
2023-01-23 2023-02-17 Completed 33% $59.84 $59.62 -0.36% Signal
2022-12-28 2023-01-23 Interest 33% $1.00 $1.00 0.23% Interest Income
2021-12-02 2022-12-30 Interest 33% $1.00 $1.03 3.05% Interest Income
2022-10-26 2022-12-28 Completed 33% $50.05 $56.02 11.95% Signal
2022-09-27 2022-11-18 Interest 34% $1.00 $1.01 0.59% Interest Income
2022-08-29 2022-10-26 Interest 33% $1.00 $1.01 0.59% Interest Income
2022-08-25 2022-09-27 Completed 34% $54.07 $47.51 -12.15% Signal
2022-07-25 2022-08-29 Completed 33% $54.15 $52.88 -2.34% Signal
2021-12-08 2022-08-25 Interest 34% $1.00 $1.02 1.73% Interest Income
2022-06-14 2022-07-25 Interest 33% $1.00 $1.00 0.32% Interest Income
2022-05-26 2022-06-14 Completed 33% $57.07 $52.85 -7.38% Stop
2022-04-18 2022-05-26 Interest 33% $1.00 $1.00 0.32% Interest Income
2022-03-23 2022-04-18 Completed 33% $60.87 $59.48 -2.28% Signal
2022-02-28 2022-03-23 Interest 33% $1.00 $1.00 0.13% Interest Income
2022-02-15 2022-02-28 Completed 33% $63.23 $60.77 -3.88% Signal
2022-01-24 2022-02-15 Interest 33% $1.00 $1.00 0.12% Interest Income
2021-12-20 2022-01-24 Completed 33% $63.29 $62.26 -1.63% Signal
2021-11-24 2021-12-20 Interest 33% $1.00 $1.00 0.10% Interest Income
2021-11-26 2021-12-08 Completed 34% $63.58 $64.96 2.16% Signal
2020-07-02 2021-12-02 Completed 33% $49.07 $62.92 28.22% Signal
2021-10-22 2021-11-26 Interest 34% $1.00 $1.00 0.15% Interest Income
2021-10-21 2021-11-24 Completed 33% $65.56 $64.35 -1.84% Signal
2021-09-01 2021-10-22 Completed 34% $66.78 $65.91 -1.30% Signal
2021-09-27 2021-10-21 Interest 33% $1.00 $1.00 0.11% Interest Income
2021-09-23 2021-09-27 Completed 33% $66.42 $65.79 -0.95% Signal
2021-08-31 2021-09-23 Interest 33% $1.00 $1.00 0.08% Interest Income
2021-08-05 2021-09-01 Interest 34% $1.00 $1.00 0.10% Interest Income
2021-08-04 2021-08-31 Completed 33% $66.03 $66.40 0.56% Signal
2020-11-24 2021-08-05 Completed 34% $56.46 $66.05 16.98% Signal
2021-06-28 2021-08-04 Interest 33% $1.00 $1.00 0.14% Interest Income
2021-03-31 2021-06-28 Completed 33% $61.34 $65.23 6.34% Signal
2021-03-09 2021-03-31 Interest 33% $1.00 $1.00 0.10% Interest Income
2021-03-01 2021-03-09 Completed 33% $60.55 $60.70 0.25% Signal
2021-02-04 2021-03-01 Interest 33% $1.00 $1.00 0.08% Interest Income
2020-11-20 2021-02-04 Completed 33% $55.81 $59.69 6.96% Signal
2020-11-02 2020-11-24 Interest 34% $1.00 $1.00 0.06% Interest Income
2020-10-29 2020-11-20 Interest 33% $1.00 $1.00 0.06% Interest Income
2020-05-13 2020-11-02 Completed 34% $44.04 $49.54 12.47% Signal
2020-10-12 2020-10-29 Completed 33% $52.53 $49.05 -6.61% Signal
2020-09-14 2020-10-12 Interest 33% $1.00 $1.00 0.06% Interest Income
2020-07-24 2020-09-14 Completed 33% $50.10 $52.07 3.94% Signal
2020-07-01 2020-07-24 Interest 33% $1.00 $1.00 0.04% Interest Income
2020-03-26 2020-07-02 Interest 33% $1.00 $1.00 0.19% Interest Income
2020-04-01 2020-07-01 Completed 33% $40.08 $48.15 20.14% Signal
2020-03-03 2020-05-13 Interest 34% $1.00 $1.00 0.15% Interest Income
2020-02-27 2020-04-01 Interest 33% $1.00 $1.00 0.09% 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
2019-10-09 2020-03-03 Completed 34% $49.33 $49.74 0.82% Signal
2019-11-05 2020-03-02 Completed 33% $52.68 $48.60 -7.74% Stop
2020-02-24 2020-02-27 Completed 33% $51.22 $49.67 -3.02% Signal
2020-01-30 2020-02-24 Interest 33% $1.00 $1.00 0.10% Interest Income
2019-12-27 2020-01-30 Completed 33% $54.63 $53.27 -2.48% Signal
2019-12-04 2019-12-27 Interest 33% $1.00 $1.00 0.12% Interest Income
2019-10-29 2019-12-04 Completed 33% $51.73 $52.55 1.59% Signal
2019-09-24 2019-11-05 Interest 33% $1.00 $1.00 0.20% Interest Income
2019-10-07 2019-10-29 Interest 33% $1.00 $1.00 0.11% Interest Income
2019-08-27 2019-10-09 Interest 34% $1.00 $1.00 0.19% Interest Income
2019-09-03 2019-10-07 Completed 33% $48.41 $49.47 2.21% Signal
2019-09-13 2019-09-24 Completed 33% $50.74 $50.48 -0.50% Signal
2019-08-21 2019-09-13 Interest 33% $1.00 $1.00 0.10% Interest Income
2019-07-23 2019-09-03 Interest 33% $1.00 $1.00 0.20% Interest Income
2019-07-15 2019-08-27 Completed 34% $50.66 $48.28 -4.69% Signal
2019-03-27 2019-08-21 Completed 33% $48.93 $48.50 -0.87% Signal
2019-06-12 2019-07-23 Completed 33% $49.54 $50.74 2.42% Signal
2019-06-07 2019-07-15 Interest 34% $1.00 $1.00 0.20% Interest Income
2019-05-08 2019-06-12 Interest 33% $1.00 $1.00 0.22% Interest Income
2019-02-13 2019-06-07 Completed 34% $47.47 $49.19 3.63% Signal
2019-01-10 2019-05-08 Completed 33% $46.01 $49.11 6.74% Signal
2018-09-24 2019-03-27 Interest 33% $1.00 $1.01 1.43% Interest Income
2018-09-24 2019-02-13 Interest 34% $1.00 $1.01 1.12% Interest Income
2018-11-27 2019-01-10 Interest 33% $1.00 $1.00 0.32% Interest Income
2018-11-12 2018-11-27 Completed 33% $47.02 $46.52 -1.06% Signal
2018-10-12 2018-11-12 Interest 33% $1.00 $1.00 0.26% Interest Income
2018-10-09 2018-10-12 Completed 33% $48.97 $48.00 -1.96% Signal
2018-09-17 2018-10-09 Interest 33% $1.00 $1.00 0.19% Interest Income
2018-09-19 2018-09-24 Completed 34% $50.77 $51.48 1.39% Signal
2018-09-19 2018-09-24 Completed 33% $50.77 $51.48 1.39% Signal
2018-06-27 2018-09-19 Interest 34% $1.00 $1.01 0.66% Interest Income
2018-05-02 2018-09-19 Interest 33% $1.00 $1.01 1.11% Interest Income
2018-09-06 2018-09-17 Completed 33% $49.61 $50.41 1.62% Signal
2018-08-14 2018-09-06 Interest 33% $1.00 $1.00 0.18% Interest Income
2018-07-18 2018-08-14 Completed 33% $50.91 $49.94 -1.90% Signal
2018-05-08 2018-07-18 Interest 33% $1.00 $1.01 0.56% Interest Income
2018-05-14 2018-06-27 Completed 34% $53.06 $50.39 -5.03% Signal
2018-03-19 2018-05-14 Interest 34% $1.00 $1.00 0.44% Interest Income
2018-04-13 2018-05-08 Completed 33% $52.29 $52.07 -0.42% Signal
2017-02-15 2018-05-02 Completed 33% $42.50 $52.17 22.77% Signal
2018-03-14 2018-04-13 Interest 33% $1.00 $1.00 0.23% Interest Income
2017-01-11 2018-03-19 Completed 34% $41.56 $51.74 24.48% Signal
2018-03-06 2018-03-14 Completed 33% $51.81 $52.31 0.98% Signal
2018-02-09 2018-03-06 Interest 33% $1.00 $1.00 0.18% Interest Income
2017-12-13 2018-02-09 Completed 33% $50.86 $50.51 -0.68% Stop
2017-11-20 2017-12-13 Interest 33% $1.00 $1.00 0.15% Interest Income
2017-09-13 2017-11-20 Completed 33% $49.27 $50.09 1.66% Signal
2017-08-21 2017-09-13 Interest 33% $1.00 $1.00 0.13% Interest Income
2017-07-17 2017-08-21 Completed 33% $47.75 $47.87 0.26% Signal
2017-06-22 2017-07-17 Interest 33% $1.00 $1.00 0.14% Interest Income
2017-05-09 2017-06-22 Completed 33% $46.09 $46.84 1.63% Signal
2017-04-17 2017-05-09 Interest 33% $1.00 $1.00 0.14% Interest Income
2016-12-08 2017-04-17 Completed 33% $40.78 $43.84 7.52% Signal
2016-12-27 2017-02-15 Interest 33% $1.00 $1.00 0.33% Interest Income
2016-10-31 2017-01-11 Interest 34% $1.00 $1.00 0.45% Interest Income
2016-05-13 2016-12-27 Completed 33% $39.17 $40.71 3.93% Signal
2016-10-17 2016-12-08 Interest 33% $1.00 $1.00 0.30% Interest Income
2016-08-15 2016-10-31 Completed 34% $41.32 $40.46 -2.07% Signal
2016-10-13 2016-10-17 Completed 33% $40.08 $40.33 0.62% Signal
2016-09-21 2016-10-13 Interest 33% $1.00 $1.00 0.10% Interest Income
2016-07-15 2016-09-21 Completed 33% $39.87 $41.18 3.28% Signal
2016-06-29 2016-08-15 Interest 34% $1.00 $1.00 0.19% Interest Income
2016-06-22 2016-07-15 Interest 33% $1.00 $1.00 0.09% Interest Income
2016-03-30 2016-06-29 Completed 34% $39.54 $38.33 -3.07% Signal
2016-06-06 2016-06-22 Completed 33% $40.44 $40.18 -0.64% Signal
2016-05-12 2016-06-06 Interest 33% $1.00 $1.00 0.11% Interest Income
2015-10-13 2016-05-13 Interest 33% $1.00 $1.01 1.16% Interest Income
2016-05-02 2016-05-12 Completed 33% $40.35 $39.85 -1.23% Signal
2016-04-08 2016-05-02 Interest 33% $1.00 $1.00 0.11% Interest Income
2016-03-10 2016-04-08 Completed 33% $38.53 $38.77 0.63% Signal
2015-12-31 2016-03-30 Interest 34% $1.00 $1.00 0.45% Interest Income
2016-02-17 2016-03-10 Interest 33% $1.00 $1.00 0.11% Interest Income
2016-02-08 2016-02-17 Completed 33% $36.12 $36.67 1.51% Signal
2016-01-12 2016-02-08 Interest 33% $1.00 $1.00 0.14% Interest Income
2016-01-07 2016-01-12 Completed 33% $38.04 $37.96 -0.21% Signal
2015-12-14 2016-01-07 Interest 33% $1.00 $1.00 0.14% Interest Income
2015-11-11 2015-12-31 Completed 34% $40.92 $40.37 -1.34% Signal
2015-12-08 2015-12-14 Completed 33% $40.13 $39.51 -1.55% Signal
2015-11-13 2015-12-08 Interest 33% $1.00 $1.00 0.14% Interest Income
2015-10-19 2015-11-13 Completed 33% $41.09 $40.12 -2.37% Signal
2015-10-13 2015-11-11 Interest 34% $1.00 $1.00 0.18% Interest Income
2015-09-25 2015-10-19 Interest 33% $1.00 $1.00 0.13% Interest Income
2015-10-09 2015-10-13 Completed 34% $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
2015-07-08 2015-10-09 Interest 34% $1.00 $1.01 0.57% Interest Income
2015-09-22 2015-09-25 Completed 33% $38.73 $39.02 0.76% Signal
2015-08-10 2015-09-22 Interest 33% $1.00 $1.00 0.26% Interest Income
2015-03-20 2015-08-21 Completed 33% $42.86 $41.11 -4.10% Signal
2015-07-31 2015-08-10 Completed 33% $43.58 $43.42 -0.37% Signal
2015-07-09 2015-07-31 Interest 33% $1.00 $1.00 0.15% Interest Income
2015-06-30 2015-07-09 Completed 33% $43.19 $42.07 -2.61% Signal
2015-02-25 2015-07-08 Completed 34% $42.69 $41.41 -3.01% Signal
2015-06-08 2015-06-30 Interest 33% $1.00 $1.00 0.15% Interest Income
2015-04-09 2015-06-08 Completed 33% $43.43 $43.20 -0.53% Signal
2015-03-17 2015-04-09 Interest 33% $1.00 $1.00 0.12% Interest Income
2014-09-23 2015-03-20 Interest 33% $1.00 $1.01 1.05% Interest Income
2015-01-26 2015-03-17 Completed 33% $40.55 $41.66 2.73% Signal
2015-01-15 2015-02-25 Interest 34% $1.00 $1.00 0.20% Interest Income
2014-12-15 2015-01-26 Interest 33% $1.00 $1.00 0.22% Interest Income
2014-12-15 2015-01-15 Completed 34% $39.70 $39.63 -0.18% Signal
2014-10-30 2014-12-15 Completed 33% $40.23 $39.70 -1.33% Signal
2014-08-12 2014-12-15 Interest 34% $1.00 $1.01 0.81% Interest Income
2014-09-15 2014-10-30 Interest 33% $1.00 $1.00 0.31% Interest Income
2013-04-30 2014-09-23 Completed 33% $37.81 $42.22 11.66% Signal
2014-08-26 2014-09-15 Completed 33% $43.45 $42.69 -1.76% Signal
2014-07-16 2014-08-26 Interest 33% $1.00 $1.00 0.28% Interest Income
2013-08-12 2014-08-12 Completed 34% $38.41 $42.54 10.76% Signal
2014-05-20 2014-07-16 Completed 33% $43.07 $44.28 2.83% Signal
2014-04-28 2014-05-20 Interest 33% $1.00 $1.00 0.16% Interest Income
2014-04-09 2014-04-28 Completed 33% $42.85 $42.88 0.08% Signal
2014-03-18 2014-04-09 Interest 33% $1.00 $1.00 0.17% Interest Income
2014-02-24 2014-03-18 Completed 33% $42.68 $41.97 -1.66% Signal
2014-01-30 2014-02-24 Interest 33% $1.00 $1.00 0.17% Interest Income
2014-01-06 2014-01-30 Completed 33% $41.90 $41.05 -2.04% Signal
2013-12-11 2014-01-06 Interest 33% $1.00 $1.00 0.18% Interest Income
2013-12-06 2013-12-11 Completed 33% $40.83 $40.91 0.20% Signal
2013-11-13 2013-12-06 Interest 33% $1.00 $1.00 0.17% Interest Income
2013-11-06 2013-11-13 Completed 33% $41.30 $40.51 -1.91% Signal
2013-10-15 2013-11-06 Interest 33% $1.00 $1.00 0.16% Interest Income
2013-09-23 2013-10-15 Completed 33% $40.20 $40.37 0.41% Signal
2013-08-29 2013-09-23 Interest 33% $1.00 $1.00 0.18% Interest Income
2013-07-12 2013-08-29 Completed 33% $37.38 $37.42 0.11% Signal
2013-07-05 2013-08-12 Interest 34% $1.00 $1.00 0.27% Interest Income
2013-05-31 2013-07-12 Interest 33% $1.00 $1.00 0.27% Interest Income
2013-04-30 2013-07-05 Completed 34% $37.81 $36.27 -4.06% Signal
2013-04-30 2013-05-31 Completed 33% $37.81 $37.06 -1.97% Signal
2013-04-26 2013-04-30 Interest 33% $1.00 $1.00 0.01% Interest Income
2013-04-26 2013-04-30 Interest 34% $1.00 $1.00 0.01% Interest Income
2013-04-26 2013-04-30 Interest 33% $1.00 $1.00 0.01% Interest Income

Return Distribution Analysis

Return Distribution