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 | 3.19% | 2.67% | 3.38% | -0.92% | 2.84% | 0.76% | 3.17% | 3.31% |
| Sharpe Ratio | 0.75 | 0.54 | 1.43 | -0.12 | 0.77 | 0.12 | 0.61 | 0.48 |
| Max Drawdown | -3.19% | -3.19% | -3.19% | -21.40% | -8.41% | -23.92% | -10.40% | -23.92% |
| % Time Invested | 66.3% | 100.0% | 21.3% | 100.0% | 39.4% | 100.0% | 54.4% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 0.6 | 0.0 | 0.5 | 0.0 | 0.7 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-12-31 | Open | Open | 100% | $95.43 | $94.80 | -0.66% | Mark-to-Market |
| 2025-09-25 | 2025-12-31 | Interest | 100% | $1.00 | $1.01 | 1.07% | Interest Income |
| 2025-05-28 | 2025-09-25 | Completed | 100% | $90.75 | $94.18 | 3.78% | Signal |
| 2025-05-05 | 2025-05-28 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2025-05-01 | 2025-05-05 | Completed | 100% | $92.60 | $91.43 | -1.26% | Signal |
| 2024-08-07 | 2025-05-01 | Interest | 100% | $1.00 | $1.03 | 3.06% | Interest Income |
| 2024-08-05 | 2024-08-07 | Completed | 100% | $92.41 | $90.75 | -1.79% | Signal |
| 2021-09-17 | 2024-08-05 | Interest | 100% | $1.00 | $1.10 | 10.15% | Interest Income |
| 2019-08-01 | 2021-09-17 | Completed | 100% | $93.85 | $101.94 | 8.63% | Signal |
| 2018-11-23 | 2019-08-01 | Interest | 100% | $1.00 | $1.02 | 1.69% | Interest Income |
| 2018-11-20 | 2018-11-23 | Completed | 100% | $85.05 | $85.17 | 0.14% | Signal |
| 2017-06-14 | 2018-11-20 | Interest | 100% | $1.00 | $1.04 | 3.88% | Interest Income |
| 2015-02-02 | 2017-06-14 | Completed | 100% | $85.95 | $87.97 | 2.34% | Signal |
| 2015-01-08 | 2015-02-02 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-01-06 | 2015-01-08 | Completed | 100% | $84.00 | $83.92 | -0.09% | Signal |
| 2013-09-11 | 2015-01-06 | Interest | 100% | $1.00 | $1.03 | 3.42% | Interest Income |
| 2010-09-02 | 2013-09-11 | Completed | 100% | $69.73 | $75.38 | 8.11% | Signal |
| 2010-04-13 | 2010-09-02 | Interest | 100% | $1.00 | $1.01 | 1.25% | Interest Income |
| 2007-09-18 | 2010-04-13 | Completed | 100% | $53.32 | $62.80 | 17.77% | Signal |
| 2007-08-24 | 2007-09-18 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2007-08-22 | 2007-08-24 | Completed | 100% | $52.48 | $52.68 | 0.37% | Signal |
| 2006-12-01 | 2007-08-22 | Interest | 100% | $1.00 | $1.03 | 3.38% | Interest Income |
| 2006-11-29 | 2006-12-01 | Completed | 100% | $51.24 | $51.31 | 0.12% | Signal |
| 2006-11-06 | 2006-11-29 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2006-11-02 | 2006-11-06 | Completed | 100% | $50.76 | $50.30 | -0.90% | Signal |
| 2006-07-19 | 2006-11-02 | Interest | 100% | $1.00 | $1.01 | 1.41% | Interest Income |
| 2006-07-17 | 2006-07-19 | Completed | 100% | $48.44 | $48.17 | -0.56% | Signal |
| 2005-11-01 | 2006-07-17 | Interest | 100% | $1.00 | $1.03 | 3.30% | Interest Income |
| 2005-06-15 | 2005-11-01 | Completed | 100% | $49.39 | $48.49 | -1.80% | Signal |
| 2005-05-23 | 2005-06-15 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2005-05-19 | 2005-05-23 | Completed | 100% | $49.43 | $49.38 | -0.10% | Signal |
| 2005-03-15 | 2005-05-19 | Interest | 100% | $1.00 | $1.01 | 0.78% | Interest Income |
| 2004-07-26 | 2005-03-15 | Completed | 100% | $46.56 | $47.60 | 2.24% | Signal |
| 2004-07-22 | 2004-07-26 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
