IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IEMG Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 27.92% | 46.55% | 3.42% | 5.96% | 6.24% | 9.20% | 5.02% | 6.77% |
| Sharpe Ratio | 1.55 | 2.13 | 0.29 | 0.32 | 0.52 | 0.44 | 0.44 | 0.33 |
| Max Drawdown | -13.21% | -13.21% | -13.77% | -35.93% | -19.71% | -38.71% | -19.71% | -38.71% |
| % Time Invested | 99.2% | 100.0% | 80.4% | 100.0% | 85.9% | 100.0% | 81.4% | 100.0% |
| Trades / Year | 3.0 | 0.0 | 2.2 | 0.0 | 3.5 | 0.0 | 3.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-23 | Open | Open | 33% | $77.21 | $76.97 | -0.31% | Mark-to-Market |
| 2026-04-23 | Open | Open | 34% | $77.21 | $76.97 | -0.31% | Mark-to-Market |
| 2025-05-01 | Open | Open | 33% | $52.80 | $76.97 | 45.79% | Mark-to-Market |
| 2026-03-31 | 2026-04-23 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2026-03-31 | 2026-04-23 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-06-26 | 2026-03-31 | Completed | 34% | $58.80 | $67.54 | 14.87% | Stop |
| 2025-05-02 | 2026-03-31 | Completed | 33% | $54.24 | $67.54 | 24.52% | Stop |
| 2025-05-22 | 2025-06-26 | Interest | 34% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2025-05-20 | 2025-05-22 | Completed | 34% | $55.63 | $55.49 | -0.26% | Signal |
| 2025-04-07 | 2025-05-20 | Interest | 34% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2025-01-17 | 2025-05-02 | Interest | 33% | $1.00 | $1.01 | 1.23% | Interest Income |
| 2025-04-08 | 2025-05-01 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-03-28 | 2025-04-08 | Completed | 33% | $48.48 | $48.25 | -0.47% | Stop |
| 2024-04-01 | 2025-04-07 | Completed | 34% | $48.81 | $46.67 | -4.39% | Stop |
| 2024-01-23 | 2025-01-17 | Completed | 33% | $45.32 | $50.62 | 11.70% | Signal |
| 2023-11-01 | 2024-04-01 | Interest | 34% | $1.00 | $1.02 | 1.68% | Interest Income |
| 2022-06-24 | 2024-03-28 | Interest | 33% | $1.00 | $1.07 | 6.82% | Interest Income |
| 2023-10-17 | 2024-01-23 | Interest | 33% | $1.00 | $1.01 | 1.11% | Interest Income |
| 2023-04-20 | 2023-11-01 | Completed | 34% | $44.65 | $42.39 | -5.05% | Signal |
| 2023-07-20 | 2023-10-17 | Completed | 33% | $46.62 | $43.76 | -6.14% | Signal |
| 2023-05-12 | 2023-07-20 | Interest | 33% | $1.00 | $1.01 | 0.68% | Interest Income |
| 2023-01-19 | 2023-05-12 | Completed | 33% | $46.01 | $43.97 | -4.43% | Signal |
| 2021-11-09 | 2023-04-20 | Interest | 34% | $1.00 | $1.04 | 4.25% | Interest Income |
| 2021-09-02 | 2023-01-19 | Interest | 33% | $1.00 | $1.04 | 3.61% | Interest Income |
| 2022-06-07 | 2022-06-24 | Completed | 33% | $46.48 | $44.26 | -4.78% | Signal |
| 2022-05-13 | 2022-06-07 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-03-21 | 2022-05-13 | Completed | 33% | $48.96 | $43.79 | -10.56% | Stop |
| 2022-02-25 | 2022-03-21 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-08-13 | 2022-02-25 | Completed | 33% | $45.37 | $50.93 | 12.25% | Stop |
| 2020-09-23 | 2021-11-09 | Completed | 34% | $44.70 | $55.04 | 23.15% | Signal |
| 2020-07-07 | 2021-09-02 | Completed | 33% | $43.42 | $56.52 | 30.16% | Signal |
| 2020-05-04 | 2020-09-23 | Interest | 34% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2019-12-26 | 2020-08-13 | Interest | 33% | $1.00 | $1.01 | 0.61% | Interest Income |
| 2020-04-01 | 2020-07-07 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-04-01 | 2020-05-04 | Completed | 34% | $33.32 | $35.86 | 7.63% | Signal |
| 2020-03-24 | 2020-04-01 | Completed | 33% | $32.74 | $33.32 | 1.79% | Signal |
| 2020-03-10 | 2020-04-01 | Interest | 34% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-01-24 | 2020-03-10 | Completed | 34% | $45.80 | $39.53 | -13.69% | Stop |
| 2019-11-15 | 2020-03-02 | Completed | 33% | $42.88 | $41.26 | -3.76% | Stop |
| 2019-12-26 | 2020-01-24 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2019-12-19 | 2019-12-26 | Completed | 34% | $45.02 | $45.36 | 0.75% | Signal |
| 2019-12-19 | 2019-12-26 | Completed | 33% | $45.02 | $45.36 | 0.75% | Signal |
| 2019-10-16 | 2019-12-19 | Interest | 34% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2019-09-17 | 2019-12-19 | Interest | 33% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2019-09-17 | 2019-11-15 | Interest | 33% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2019-05-28 | 2019-10-16 | Completed | 34% | $39.91 | $41.62 | 4.28% | Signal |
| 2019-09-13 | 2019-09-17 | Completed | 33% | $42.01 | $41.34 | -1.60% | Signal |
| 2019-09-13 | 2019-09-17 | Completed | 33% | $42.01 | $41.34 | -1.60% | Signal |
| 2019-07-10 | 2019-09-13 | Interest | 33% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2019-06-07 | 2019-09-13 | Interest | 33% | $1.00 | $1.01 | 0.50% | Interest Income |
| 2019-02-22 | 2019-07-10 | Completed | 33% | $42.33 | $42.77 | 1.04% | Signal |
| 2019-06-05 | 2019-06-07 | Completed | 33% | $40.74 | $40.66 | -0.20% | Signal |
| 2019-02-20 | 2019-06-05 | Interest | 33% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2018-08-09 | 2019-05-28 | Interest | 34% | $1.00 | $1.02 | 2.20% | Interest Income |
| 2018-05-25 | 2019-02-22 | Interest | 33% | $1.00 | $1.02 | 2.15% | Interest Income |
| 2018-11-21 | 2019-02-20 | Completed | 33% | $39.10 | $42.04 | 7.52% | Signal |
| 2018-10-30 | 2018-11-21 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-07-19 | 2018-10-30 | Completed | 33% | $42.08 | $37.15 | -11.71% | Stop |
| 2018-07-23 | 2018-08-09 | Completed | 34% | $42.56 | $43.15 | 1.40% | Signal |
| 2018-06-28 | 2018-07-23 | Interest | 34% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2018-06-26 | 2018-07-19 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2018-03-07 | 2018-06-28 | Completed | 34% | $46.57 | $41.24 | -11.46% | Stop |
| 2017-02-24 | 2018-06-26 | Completed | 33% | $36.39 | $42.31 | 16.28% | Stop |
| 2018-03-07 | 2018-05-25 | Completed | 33% | $46.57 | $44.76 | -3.89% | Signal |
| 2018-02-12 | 2018-03-07 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2018-02-12 | 2018-03-07 | Interest | 34% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2017-02-28 | 2018-02-12 | Completed | 33% | $36.27 | $45.40 | 25.17% | Stop |
| 2016-07-20 | 2018-02-12 | Completed | 34% | $33.32 | $45.40 | 36.26% | Stop |
| 2016-12-28 | 2017-02-28 | Interest | 33% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2016-06-13 | 2017-02-24 | Interest | 33% | $1.00 | $1.01 | 1.36% | Interest Income |
| 2016-04-25 | 2016-12-28 | Completed | 33% | $32.01 | $32.87 | 2.67% | Signal |
| 2016-06-13 | 2016-07-20 | Interest | 34% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2016-06-09 | 2016-06-13 | Completed | 34% | $31.90 | $30.80 | -3.44% | Signal |
| 2016-06-09 | 2016-06-13 | Completed | 33% | $31.90 | $30.80 | -3.44% | Signal |
| 2015-07-28 | 2016-06-09 | Interest | 33% | $1.00 | $1.02 | 1.76% | Interest Income |
| 2015-01-29 | 2016-06-09 | Interest | 34% | $1.00 | $1.03 | 2.82% | Interest Income |
| 2015-08-03 | 2016-04-25 | Interest | 33% | $1.00 | $1.01 | 1.49% | Interest Income |
| 2015-07-30 | 2015-08-03 | Completed | 33% | $33.49 | $33.31 | -0.54% | Signal |
| 2015-07-08 | 2015-07-30 | Interest | 33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2014-10-22 | 2015-07-28 | Completed | 33% | $36.18 | $33.45 | -7.55% | Stop |
| 2015-04-10 | 2015-07-08 | Completed | 33% | $38.38 | $33.92 | -11.61% | Stop |
| 2014-11-03 | 2015-04-10 | Interest | 33% | $1.00 | $1.01 | 0.89% | Interest Income |
| 2014-10-22 | 2015-01-29 | Completed | 34% | $36.18 | $35.87 | -0.86% | Signal |
| 2014-10-22 | 2014-11-03 | Completed | 33% | $36.18 | $36.95 | 2.11% | Signal |
| 2014-10-20 | 2014-10-22 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2014-10-20 | 2014-10-22 | Interest | 34% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2014-10-20 | 2014-10-22 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
