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 | 2.67% | 2.67% | 0.75% | -0.92% | 2.18% | 0.76% | 3.38% | 3.31% |
| Sharpe Ratio | 0.54 | 0.54 | 0.16 | -0.12 | 0.47 | 0.12 | 0.60 | 0.48 |
| Max Drawdown | -3.19% | -3.19% | -7.79% | -21.40% | -7.79% | -23.92% | -10.40% | -23.92% |
| % Time Invested | 100.0% | 100.0% | 52.4% | 100.0% | 58.7% | 100.0% | 68.2% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 0.7 | 0.0 | 0.7 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-01 | Open | Open | 100% | $91.71 | $94.80 | 3.37% | Mark-to-Market |
| 2025-01-14 | 2025-04-01 | Interest | 100% | $1.00 | $1.01 | 0.91% | Interest Income |
| 2024-01-17 | 2025-01-14 | Completed | 100% | $87.61 | $86.99 | -0.71% | Signal |
| 2023-08-07 | 2024-01-17 | Interest | 100% | $1.00 | $1.02 | 1.91% | Interest Income |
| 2023-04-25 | 2023-08-07 | Completed | 100% | $89.59 | $86.21 | -3.77% | Signal |
| 2021-11-22 | 2023-04-25 | Interest | 100% | $1.00 | $1.04 | 4.24% | Interest Income |
| 2021-08-18 | 2021-11-22 | Completed | 100% | $102.62 | $100.15 | -2.40% | Signal |
| 2020-12-07 | 2021-08-18 | Interest | 100% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2018-12-19 | 2020-12-07 | Completed | 100% | $86.83 | $104.02 | 19.80% | Signal |
| 2018-11-23 | 2018-12-19 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-11-20 | 2018-11-23 | Completed | 100% | $85.05 | $85.17 | 0.14% | Signal |
| 2018-10-26 | 2018-11-20 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2018-09-04 | 2018-10-26 | Completed | 100% | $85.48 | $84.66 | -0.96% | Signal |
| 2017-12-28 | 2018-09-04 | Interest | 100% | $1.00 | $1.02 | 1.92% | Interest Income |
| 2017-06-09 | 2017-12-28 | Completed | 100% | $87.34 | $86.86 | -0.55% | Signal |
| 2016-11-21 | 2017-06-09 | Interest | 100% | $1.00 | $1.01 | 1.29% | Interest Income |
| 2015-09-21 | 2016-11-21 | Completed | 100% | $84.41 | $85.30 | 1.05% | Signal |
| 2015-07-06 | 2015-09-21 | Interest | 100% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2014-03-07 | 2015-07-06 | Completed | 100% | $77.58 | $83.09 | 7.11% | Signal |
| 2013-06-24 | 2014-03-07 | Interest | 100% | $1.00 | $1.02 | 1.91% | Interest Income |
| 2013-04-26 | 2013-06-24 | Completed | 100% | $82.05 | $76.57 | -6.67% | Signal |
| 2013-02-14 | 2013-04-26 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2011-06-09 | 2013-02-14 | Completed | 100% | $70.75 | $79.71 | 12.67% | Signal |
| 2011-01-27 | 2011-06-09 | Interest | 100% | $1.00 | $1.01 | 1.22% | Interest Income |
| 2009-10-30 | 2011-01-27 | Completed | 100% | $62.88 | $67.11 | 6.73% | Signal |
| 2009-06-23 | 2009-10-30 | Interest | 100% | $1.00 | $1.01 | 1.25% | Interest Income |
| 2007-08-22 | 2009-06-23 | Completed | 100% | $52.48 | $60.81 | 15.87% | Signal |
| 2007-07-12 | 2007-08-22 | Interest | 100% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2006-08-28 | 2007-07-12 | Completed | 100% | $49.60 | $50.68 | 2.19% | Signal |
| 2006-07-19 | 2006-08-28 | Interest | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2006-07-17 | 2006-07-19 | Completed | 100% | $48.44 | $48.17 | -0.56% | Signal |
| 2005-11-18 | 2006-07-17 | Interest | 100% | $1.00 | $1.03 | 3.07% | Interest Income |
| 2004-08-20 | 2005-11-18 | Completed | 100% | $47.57 | $48.71 | 2.38% | Signal |
| 2004-07-22 | 2004-08-20 | Interest | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
Return Distribution Analysis
