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 | 45.85% | 46.55% | 2.87% | 5.96% | 5.22% | 9.20% | 3.93% | 6.77% |
| Sharpe Ratio | 2.10 | 2.13 | 0.20 | 0.32 | 0.38 | 0.44 | 0.29 | 0.33 |
| Max Drawdown | -13.21% | -13.21% | -29.93% | -35.93% | -31.26% | -38.71% | -31.26% | -38.71% |
| % Time Invested | 99.2% | 100.0% | 61.3% | 100.0% | 56.5% | 100.0% | 55.3% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 1.1 | 0.0 | 1.1 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-05-01 | Open | Open | 100% | $52.80 | $76.97 | 45.79% | Mark-to-Market |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-03-26 | 2025-04-08 | Completed | 100% | $48.45 | $48.25 | -0.42% | Stop |
| 2022-06-28 | 2024-03-26 | Interest | 100% | $1.00 | $1.07 | 6.76% | Interest Income |
| 2022-06-02 | 2022-06-28 | Completed | 100% | $46.72 | $45.15 | -3.36% | Signal |
| 2022-05-10 | 2022-06-02 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-23 | 2022-05-10 | Completed | 100% | $52.56 | $44.41 | -15.52% | Stop |
| 2022-01-31 | 2022-02-23 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-08-21 | 2022-01-31 | Completed | 100% | $44.96 | $52.15 | 15.99% | Stop |
| 2019-12-26 | 2020-08-21 | Interest | 100% | $1.00 | $1.01 | 0.63% | Interest Income |
| 2019-12-19 | 2019-12-26 | Completed | 100% | $45.02 | $45.36 | 0.75% | Signal |
| 2019-09-17 | 2019-12-19 | Interest | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2019-09-13 | 2019-09-17 | Completed | 100% | $42.01 | $41.34 | -1.60% | Signal |
| 2019-06-07 | 2019-09-13 | Interest | 100% | $1.00 | $1.01 | 0.50% | Interest Income |
| 2019-06-05 | 2019-06-07 | Completed | 100% | $40.74 | $40.66 | -0.20% | Signal |
| 2019-02-20 | 2019-06-05 | Interest | 100% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2018-11-20 | 2019-02-20 | Completed | 100% | $38.60 | $42.04 | 8.91% | Signal |
| 2018-10-29 | 2018-11-20 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-07-13 | 2018-10-29 | Completed | 100% | $42.65 | $37.89 | -11.14% | Stop |
| 2018-06-20 | 2018-07-13 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2017-02-23 | 2018-06-20 | Completed | 100% | $36.98 | $43.20 | 16.81% | Stop |
| 2016-06-13 | 2017-02-23 | Interest | 100% | $1.00 | $1.01 | 1.35% | Interest Income |
| 2016-06-09 | 2016-06-13 | Completed | 100% | $31.90 | $30.80 | -3.44% | Signal |
| 2015-08-07 | 2016-06-09 | Interest | 100% | $1.00 | $1.02 | 1.69% | Interest Income |
| 2015-07-31 | 2015-08-07 | Completed | 100% | $33.80 | $33.13 | -1.98% | Signal |
| 2015-07-09 | 2015-07-31 | Interest | 100% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2014-10-22 | 2015-07-09 | Completed | 100% | $36.18 | $34.04 | -5.91% | Stop |
| 2014-10-20 | 2014-10-22 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
