IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IEF Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 2.85% | 2.67% | 2.49% | -0.92% | 2.85% | 0.76% | 3.40% | 3.31% |
| Sharpe Ratio | 0.81 | 0.54 | 1.03 | -0.12 | 0.83 | 0.12 | 0.76 | 0.48 |
| Max Drawdown | -2.15% | -3.19% | -3.44% | -21.40% | -5.44% | -23.92% | -7.36% | -23.92% |
| % Time Invested | 100.0% | 100.0% | 64.8% | 100.0% | 71.5% | 100.0% | 78.0% | 100.0% |
| Trades / Year | 4.0 | 0.0 | 2.8 | 0.0 | 2.7 | 0.0 | 3.5 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-12-15 | Open | Open | 33% | $95.19 | $94.80 | -0.41% | Mark-to-Market |
| 2025-08-15 | Open | Open | 34% | $93.01 | $94.80 | 1.92% | Mark-to-Market |
| 2026-02-10 | Open | Interest | 33% | $1.00 | $1.00 | 0.91% | Mark-to-Market |
| 2025-09-10 | 2026-02-10 | Completed | 33% | $94.95 | $95.83 | 0.93% | Signal |
| 2025-09-08 | 2025-12-15 | Interest | 33% | $1.00 | $1.01 | 1.10% | Interest Income |
| 2025-08-18 | 2025-09-10 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-04-29 | 2025-09-08 | Completed | 33% | $91.97 | $94.92 | 3.21% | Signal |
| 2025-04-23 | 2025-08-18 | Completed | 33% | $91.49 | $92.93 | 1.58% | Signal |
| 2025-07-01 | 2025-08-15 | Interest | 34% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2025-06-27 | 2025-07-01 | Completed | 34% | $92.43 | $92.75 | 0.35% | Signal |
| 2025-05-05 | 2025-06-27 | Interest | 34% | $1.00 | $1.01 | 0.64% | Interest Income |
| 2025-05-01 | 2025-05-05 | Completed | 34% | $92.60 | $91.43 | -1.26% | Signal |
| 2025-03-04 | 2025-05-01 | Interest | 34% | $1.00 | $1.01 | 0.68% | Interest Income |
| 2024-08-07 | 2025-04-29 | Interest | 33% | $1.00 | $1.03 | 3.02% | Interest Income |
| 2024-12-17 | 2025-04-23 | Interest | 33% | $1.00 | $1.01 | 1.47% | Interest Income |
| 2024-08-15 | 2025-03-04 | Completed | 34% | $90.82 | $91.67 | 0.94% | Signal |
| 2024-08-05 | 2024-12-17 | Completed | 33% | $92.41 | $89.07 | -3.61% | Signal |
| 2024-07-24 | 2024-08-15 | Interest | 34% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2024-08-05 | 2024-08-07 | Completed | 33% | $92.41 | $90.75 | -1.79% | Signal |
| 2024-05-03 | 2024-08-05 | Interest | 33% | $1.00 | $1.01 | 1.06% | Interest Income |
| 2021-08-27 | 2024-08-05 | Interest | 33% | $1.00 | $1.10 | 10.23% | Interest Income |
| 2024-05-08 | 2024-07-24 | Completed | 34% | $86.17 | $88.70 | 2.94% | Signal |
| 2023-09-07 | 2024-05-08 | Interest | 34% | $1.00 | $1.03 | 2.88% | Interest Income |
| 2024-01-25 | 2024-05-03 | Completed | 33% | $87.50 | $86.20 | -1.49% | Signal |
| 2023-07-14 | 2024-01-25 | Interest | 33% | $1.00 | $1.02 | 2.26% | Interest Income |
| 2023-08-11 | 2023-09-07 | Completed | 34% | $85.58 | $85.03 | -0.65% | Signal |
| 2022-01-25 | 2023-08-11 | Interest | 34% | $1.00 | $1.05 | 5.10% | Interest Income |
| 2023-02-17 | 2023-07-14 | Completed | 33% | $85.93 | $87.69 | 2.04% | Signal |
| 2021-11-16 | 2023-02-17 | Interest | 33% | $1.00 | $1.04 | 3.60% | Interest Income |
| 2021-12-03 | 2022-01-25 | Completed | 34% | $101.24 | $99.05 | -2.16% | Signal |
| 2021-01-27 | 2021-12-03 | Interest | 34% | $1.00 | $1.01 | 1.26% | Interest Income |
| 2021-08-05 | 2021-11-16 | Completed | 33% | $103.06 | $100.02 | -2.95% | Signal |
| 2021-04-07 | 2021-08-27 | Completed | 33% | $99.01 | $102.08 | 3.10% | Signal |
| 2020-11-05 | 2021-08-05 | Interest | 33% | $1.00 | $1.01 | 0.98% | Interest Income |
| 2021-03-15 | 2021-04-07 | Interest | 33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2019-07-17 | 2021-03-15 | Completed | 33% | $93.16 | $99.28 | 6.57% | Stop |
| 2019-03-01 | 2021-01-27 | Completed | 34% | $87.80 | $103.74 | 18.17% | Signal |
| 2020-03-03 | 2020-11-05 | Completed | 33% | $101.12 | $105.14 | 3.98% | Signal |
| 2020-01-09 | 2020-03-03 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2019-01-17 | 2020-01-09 | Completed | 33% | $87.58 | $95.28 | 8.79% | Signal |
| 2018-11-23 | 2019-07-17 | Interest | 33% | $1.00 | $1.02 | 1.60% | Interest Income |
| 2018-11-23 | 2019-03-01 | Interest | 34% | $1.00 | $1.01 | 0.71% | Interest Income |
| 2018-11-23 | 2019-01-17 | Interest | 33% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2018-11-20 | 2018-11-23 | Completed | 33% | $85.05 | $85.17 | 0.14% | Signal |
| 2018-11-20 | 2018-11-23 | Completed | 34% | $85.05 | $85.17 | 0.14% | Signal |
| 2018-11-20 | 2018-11-23 | Completed | 33% | $85.05 | $85.17 | 0.14% | Signal |
| 2018-09-06 | 2018-11-20 | Interest | 33% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2018-01-22 | 2018-11-20 | Interest | 34% | $1.00 | $1.02 | 2.46% | Interest Income |
| 2017-05-18 | 2018-11-20 | Interest | 33% | $1.00 | $1.04 | 4.04% | Interest Income |
| 2018-08-29 | 2018-09-06 | Completed | 33% | $85.48 | $85.45 | -0.03% | Signal |
| 2017-11-13 | 2018-08-29 | Interest | 33% | $1.00 | $1.02 | 2.19% | Interest Income |
| 2017-09-01 | 2018-01-22 | Completed | 34% | $88.40 | $85.57 | -3.20% | Signal |
| 2017-05-18 | 2017-11-13 | Completed | 33% | $87.25 | $86.99 | -0.30% | Signal |
| 2016-12-21 | 2017-09-01 | Interest | 34% | $1.00 | $1.02 | 1.62% | Interest Income |
| 2016-12-19 | 2017-05-18 | Completed | 33% | $84.01 | $87.25 | 3.85% | Signal |
| 2016-11-07 | 2017-05-18 | Interest | 33% | $1.00 | $1.01 | 1.25% | Interest Income |
| 2016-12-19 | 2016-12-21 | Completed | 34% | $84.01 | $84.01 | 0.00% | Signal |
| 2016-11-25 | 2016-12-19 | Interest | 34% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2016-11-25 | 2016-12-19 | Interest | 33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2016-01-19 | 2016-11-25 | Completed | 34% | $85.74 | $85.11 | -0.73% | Stop |
| 2015-02-02 | 2016-11-25 | Completed | 33% | $85.95 | $85.11 | -0.98% | Stop |
| 2016-02-16 | 2016-11-07 | Completed | 33% | $87.90 | $88.81 | 1.03% | Signal |
| 2016-01-21 | 2016-02-16 | Interest | 33% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2015-10-12 | 2016-01-21 | Completed | 33% | $85.21 | $86.30 | 1.28% | Signal |
| 2015-09-02 | 2016-01-19 | Interest | 34% | $1.00 | $1.01 | 0.81% | Interest Income |
| 2015-06-08 | 2015-10-12 | Interest | 33% | $1.00 | $1.01 | 0.78% | Interest Income |
| 2014-06-04 | 2015-09-02 | Completed | 34% | $79.34 | $84.12 | 6.02% | Signal |
| 2014-04-11 | 2015-06-08 | Completed | 33% | $78.83 | $82.33 | 4.44% | Signal |
| 2015-01-08 | 2015-02-02 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-01-06 | 2015-01-08 | Completed | 33% | $84.00 | $83.92 | -0.09% | Signal |
| 2013-08-29 | 2015-01-06 | Interest | 33% | $1.00 | $1.04 | 3.51% | Interest Income |
| 2013-03-15 | 2014-06-04 | Interest | 34% | $1.00 | $1.03 | 3.10% | Interest Income |
| 2014-01-09 | 2014-04-11 | Interest | 33% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2013-12-23 | 2014-01-09 | Completed | 33% | $76.51 | $76.17 | -0.44% | Signal |
| 2013-06-27 | 2013-12-23 | Interest | 33% | $1.00 | $1.01 | 1.32% | Interest Income |
| 2013-07-18 | 2013-08-29 | Completed | 33% | $77.72 | $75.99 | -2.23% | Signal |
| 2013-06-25 | 2013-07-18 | Interest | 33% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2013-05-29 | 2013-06-27 | Completed | 33% | $79.48 | $77.50 | -2.49% | Signal |
| 2011-01-07 | 2013-06-25 | Completed | 33% | $66.99 | $77.18 | 15.21% | Stop |
| 2012-11-07 | 2013-05-29 | Interest | 33% | $1.00 | $1.01 | 1.00% | Interest Income |
| 2011-08-15 | 2013-03-15 | Completed | 34% | $74.91 | $79.83 | 6.57% | Signal |
| 2012-06-04 | 2012-11-07 | Completed | 33% | $80.99 | $81.18 | 0.23% | Signal |
| 2012-05-10 | 2012-06-04 | Interest | 33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2011-05-31 | 2012-05-10 | Completed | 33% | $69.82 | $78.75 | 12.79% | Signal |
| 2011-03-29 | 2011-08-15 | Interest | 34% | $1.00 | $1.01 | 1.17% | Interest Income |
| 2011-01-11 | 2011-05-31 | Interest | 33% | $1.00 | $1.01 | 1.28% | Interest Income |
| 2011-01-07 | 2011-03-29 | Completed | 34% | $66.99 | $67.16 | 0.26% | Signal |
| 2011-01-07 | 2011-01-11 | Completed | 33% | $66.99 | $67.52 | 0.79% | Signal |
| 2010-12-15 | 2011-01-07 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-12-15 | 2011-01-07 | Interest | 34% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-12-15 | 2011-01-07 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-09-03 | 2010-12-15 | Completed | 33% | $69.05 | $66.63 | -3.51% | Stop |
| 2010-06-28 | 2010-12-15 | Completed | 34% | $66.87 | $66.63 | -0.36% | Stop |
| 2010-05-28 | 2010-12-15 | Completed | 33% | $65.36 | $66.63 | 1.94% | Stop |
| 2010-03-30 | 2010-09-03 | Interest | 33% | $1.00 | $1.01 | 1.40% | Interest Income |
| 2009-11-19 | 2010-06-28 | Interest | 34% | $1.00 | $1.02 | 2.13% | Interest Income |
| 2010-01-28 | 2010-05-28 | Interest | 33% | $1.00 | $1.01 | 1.21% | Interest Income |
| 2009-06-17 | 2010-03-30 | Completed | 33% | $61.10 | $62.38 | 2.09% | Signal |
| 2009-10-29 | 2010-01-28 | Completed | 33% | $62.82 | $62.63 | -0.29% | Signal |
| 2009-11-16 | 2009-11-19 | Completed | 34% | $63.33 | $63.60 | 0.44% | Signal |
| 2009-08-13 | 2009-11-16 | Interest | 34% | $1.00 | $1.01 | 0.89% | Interest Income |
| 2009-05-19 | 2009-10-29 | Interest | 33% | $1.00 | $1.02 | 1.58% | Interest Income |
| 2009-06-17 | 2009-08-13 | Completed | 34% | $61.10 | $61.31 | 0.34% | Signal |
| 2009-05-26 | 2009-06-17 | Interest | 34% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2009-05-26 | 2009-06-17 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2008-12-03 | 2009-05-26 | Completed | 34% | $63.86 | $62.19 | -2.62% | Stop |
| 2007-08-22 | 2009-05-26 | Completed | 33% | $52.48 | $62.19 | 18.50% | Stop |
| 2008-09-29 | 2009-05-19 | Completed | 33% | $59.06 | $62.82 | 6.37% | Signal |
| 2008-10-07 | 2008-12-03 | Interest | 34% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2007-11-16 | 2008-10-07 | Completed | 34% | $54.96 | $59.89 | 8.97% | Signal |
| 2008-06-26 | 2008-09-29 | Interest | 33% | $1.00 | $1.01 | 0.99% | Interest Income |
| 2007-09-24 | 2008-06-26 | Completed | 33% | $52.88 | $56.86 | 7.51% | Signal |
| 2007-10-04 | 2007-11-16 | Interest | 34% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2007-10-02 | 2007-10-04 | Completed | 34% | $53.20 | $53.24 | 0.07% | Signal |
| 2007-08-24 | 2007-10-02 | Interest | 34% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2007-08-24 | 2007-09-24 | Interest | 33% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2007-08-22 | 2007-08-24 | Completed | 33% | $52.48 | $52.68 | 0.37% | Signal |
| 2007-08-22 | 2007-08-24 | Completed | 34% | $52.48 | $52.68 | 0.37% | Signal |
| 2007-06-20 | 2007-08-22 | Interest | 34% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2007-06-07 | 2007-08-22 | Interest | 33% | $1.00 | $1.01 | 1.02% | Interest Income |
| 2006-12-01 | 2007-08-22 | Interest | 33% | $1.00 | $1.03 | 3.38% | Interest Income |
| 2006-12-26 | 2007-06-20 | Completed | 34% | $50.98 | $50.39 | -1.14% | Signal |
| 2007-05-09 | 2007-06-07 | Completed | 33% | $51.78 | $50.54 | -2.39% | Signal |
| 2007-03-16 | 2007-05-09 | Interest | 33% | $1.00 | $1.01 | 0.67% | Interest Income |
| 2006-09-15 | 2007-03-16 | Completed | 33% | $49.82 | $51.65 | 3.66% | Signal |
| 2006-12-01 | 2006-12-26 | Interest | 34% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2006-11-29 | 2006-12-01 | Completed | 34% | $51.24 | $51.31 | 0.12% | Signal |
| 2006-11-29 | 2006-12-01 | Completed | 33% | $51.24 | $51.31 | 0.12% | Signal |
| 2006-11-06 | 2006-11-29 | Interest | 34% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2006-11-06 | 2006-11-29 | Interest | 33% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2006-11-02 | 2006-11-06 | Completed | 34% | $50.76 | $50.30 | -0.90% | Signal |
| 2006-11-02 | 2006-11-06 | Completed | 33% | $50.76 | $50.30 | -0.90% | Signal |
| 2006-07-19 | 2006-11-02 | Interest | 34% | $1.00 | $1.01 | 1.41% | Interest Income |
| 2006-07-19 | 2006-11-02 | Interest | 33% | $1.00 | $1.01 | 1.41% | Interest Income |
| 2006-07-19 | 2006-09-15 | Interest | 33% | $1.00 | $1.01 | 0.78% | Interest Income |
| 2006-07-17 | 2006-07-19 | Completed | 33% | $48.44 | $48.17 | -0.56% | Signal |
| 2006-07-17 | 2006-07-19 | Completed | 34% | $48.44 | $48.17 | -0.56% | Signal |
| 2006-07-17 | 2006-07-19 | Completed | 33% | $48.44 | $48.17 | -0.56% | Signal |
| 2005-11-10 | 2006-07-17 | Interest | 34% | $1.00 | $1.03 | 3.17% | Interest Income |
| 2005-10-25 | 2006-07-17 | Interest | 33% | $1.00 | $1.03 | 3.40% | Interest Income |
| 2005-09-29 | 2006-07-17 | Interest | 33% | $1.00 | $1.04 | 3.72% | Interest Income |
| 2005-09-12 | 2005-11-10 | Completed | 34% | $49.61 | $48.32 | -2.60% | Signal |
| 2005-05-12 | 2005-10-25 | Completed | 33% | $48.95 | $48.81 | -0.28% | Signal |
| 2005-06-21 | 2005-09-29 | Completed | 33% | $49.53 | $49.23 | -0.61% | Signal |
| 2005-05-12 | 2005-09-12 | Interest | 34% | $1.00 | $1.01 | 1.36% | Interest Income |
| 2005-05-23 | 2005-06-21 | Interest | 33% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2005-05-19 | 2005-05-23 | Completed | 33% | $49.43 | $49.38 | -0.10% | Signal |
| 2005-02-01 | 2005-05-19 | Interest | 33% | $1.00 | $1.01 | 1.27% | Interest Income |
| 2005-03-08 | 2005-05-12 | Interest | 33% | $1.00 | $1.01 | 0.79% | Interest Income |
| 2004-12-07 | 2005-05-12 | Completed | 34% | $48.00 | $48.95 | 1.98% | Signal |
| 2004-07-26 | 2005-03-08 | Completed | 33% | $46.56 | $47.98 | 3.05% | Signal |
| 2004-09-20 | 2005-02-01 | Completed | 33% | $48.16 | $48.57 | 0.86% | Signal |
| 2004-08-05 | 2004-12-07 | Interest | 34% | $1.00 | $1.01 | 1.41% | Interest Income |
| 2004-07-22 | 2004-09-20 | Interest | 33% | $1.00 | $1.01 | 0.67% | Interest Income |
| 2004-07-26 | 2004-08-05 | Completed | 34% | $46.56 | $46.83 | 0.58% | Signal |
| 2004-07-22 | 2004-07-26 | Interest | 34% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2004-07-22 | 2004-07-26 | Interest | 33% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
