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% | 7.86% | 7.83% | 8.48% | 8.85% | 6.57% | 7.63% |
| Sharpe Ratio | 1.45 | 1.45 | 0.61 | 0.46 | 0.66 | 0.49 | 0.53 | 0.43 |
| Max Drawdown | -11.50% | -11.50% | -19.81% | -30.41% | -19.81% | -34.79% | -19.94% | -34.79% |
| % Time Invested | 100.0% | 100.0% | 72.1% | 100.0% | 74.1% | 100.0% | 67.8% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 0.7 | 0.0 | 0.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-03-07 | Open | Open | 100% | $74.67 | $93.39 | 25.07% | Mark-to-Market |
| 2024-12-24 | 2025-03-07 | Interest | 100% | $1.00 | $1.01 | 0.85% | Interest Income |
| 2024-01-12 | 2024-12-24 | Completed | 100% | $65.44 | $67.87 | 3.70% | 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% | $64.14 | $64.35 | 0.32% | Signal |
| 2023-10-12 | 2023-12-15 | Interest | 100% | $1.00 | $1.01 | 0.79% | Interest Income |
| 2023-01-06 | 2023-10-12 | Completed | 100% | $56.57 | $59.75 | 5.61% | Signal |
| 2022-01-20 | 2023-01-06 | Interest | 100% | $1.00 | $1.03 | 2.90% | Interest Income |
| 2020-08-05 | 2022-01-20 | Completed | 100% | $50.85 | $64.89 | 27.61% | Signal |
| 2020-03-10 | 2020-08-05 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2019-04-10 | 2020-03-10 | Completed | 100% | $49.80 | $46.32 | -6.99% | Stop |
| 2018-09-24 | 2019-04-10 | Interest | 100% | $1.00 | $1.02 | 1.52% | Interest Income |
| 2018-09-19 | 2018-09-24 | Completed | 100% | $50.77 | $51.48 | 1.39% | Signal |
| 2018-07-18 | 2018-09-19 | Interest | 100% | $1.00 | $1.01 | 0.50% | Interest Income |
| 2016-05-25 | 2018-07-18 | Completed | 100% | $40.07 | $50.91 | 27.05% | Signal |
| 2015-10-13 | 2016-05-25 | Interest | 100% | $1.00 | $1.01 | 1.22% | Interest Income |
| 2015-10-09 | 2015-10-13 | Completed | 100% | $41.11 | $40.48 | -1.53% | Signal |
| 2015-08-25 | 2015-10-09 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2015-04-06 | 2015-08-25 | Completed | 100% | $42.96 | $39.33 | -8.45% | Stop |
| 2014-10-20 | 2015-04-06 | Interest | 100% | $1.00 | $1.01 | 0.94% | Interest Income |
Return Distribution Analysis
