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 | 22.96% | 22.96% | 5.30% | 7.83% | 5.28% | 8.85% | 4.88% | 7.63% |
| Sharpe Ratio | 1.45 | 1.45 | 0.38 | 0.46 | 0.41 | 0.49 | 0.39 | 0.43 |
| Max Drawdown | -11.50% | -11.50% | -30.22% | -30.41% | -30.22% | -34.79% | -30.22% | -34.79% |
| % Time Invested | 100.0% | 100.0% | 74.4% | 100.0% | 63.6% | 100.0% | 61.4% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 1.2 | 0.0 | 1.2 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2023-10-26 | Open | Open | 100% | $56.75 | $93.39 | 64.56% | Mark-to-Market |
| 2023-01-20 | 2023-10-26 | Interest | 100% | $1.00 | $1.03 | 2.98% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $60.63 | $59.48 | -1.90% | Signal |
| 2022-08-30 | 2023-01-18 | Interest | 100% | $1.00 | $1.01 | 1.40% | Interest Income |
| 2022-07-08 | 2022-08-30 | Completed | 100% | $52.53 | $53.39 | 1.64% | Signal |
| 2022-06-14 | 2022-07-08 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2022-03-29 | 2022-06-14 | Completed | 100% | $62.47 | $52.85 | -15.39% | Stop |
| 2022-03-07 | 2022-03-29 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2021-03-09 | 2022-03-07 | Completed | 100% | $60.70 | $57.03 | -6.05% | Stop |
| 2021-02-12 | 2021-03-09 | Interest | 100% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2021-02-10 | 2021-02-12 | Completed | 100% | $61.27 | $61.15 | -0.21% | Signal |
| 2020-12-18 | 2021-02-10 | Interest | 100% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2020-06-04 | 2020-12-18 | Completed | 100% | $49.02 | $58.76 | 19.89% | Signal |
| 2020-05-01 | 2020-06-04 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-04-01 | 2020-05-01 | Completed | 100% | $40.08 | $43.44 | 8.37% | Signal |
| 2020-03-10 | 2020-04-01 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-02-04 | 2020-03-10 | Completed | 100% | $53.71 | $46.32 | -13.77% | Stop |
| 2019-09-17 | 2020-02-04 | Interest | 100% | $1.00 | $1.01 | 0.67% | Interest Income |
| 2019-09-13 | 2019-09-17 | Completed | 100% | $50.74 | $50.23 | -1.00% | Signal |
| 2019-06-14 | 2019-09-13 | Interest | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2019-06-12 | 2019-06-14 | Completed | 100% | $49.54 | $49.09 | -0.91% | Signal |
| 2019-02-22 | 2019-06-12 | Interest | 100% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2018-11-15 | 2019-02-22 | Completed | 100% | $46.43 | $48.42 | 4.29% | Signal |
| 2018-10-24 | 2018-11-15 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2017-05-02 | 2018-10-24 | Completed | 100% | $45.60 | $46.68 | 2.38% | Stop |
| 2015-10-13 | 2017-05-02 | Interest | 100% | $1.00 | $1.03 | 3.13% | Interest Income |
| 2015-10-09 | 2015-10-13 | Completed | 100% | $41.11 | $40.48 | -1.53% | Signal |
| 2015-07-08 | 2015-10-09 | Interest | 100% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2014-10-22 | 2015-07-08 | Completed | 100% | $40.05 | $41.41 | 3.39% | Signal |
| 2014-10-20 | 2014-10-22 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
