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 | 41.98% | 46.55% | 5.87% | 5.96% | 8.28% | 9.20% | 5.99% | 6.77% |
| Sharpe Ratio | 1.97 | 2.13 | 0.43 | 0.32 | 0.57 | 0.44 | 0.44 | 0.33 |
| Max Drawdown | -13.21% | -13.21% | -19.56% | -35.93% | -19.56% | -38.71% | -19.56% | -38.71% |
| % Time Invested | 98.8% | 100.0% | 64.3% | 100.0% | 68.8% | 100.0% | 62.4% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 0.7 | 0.0 | 0.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-05-02 | Open | Open | 100% | $54.24 | $76.97 | 41.90% | Mark-to-Market |
| 2025-04-09 | 2025-05-02 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-13 | 2025-04-09 | Completed | 100% | $52.28 | $46.49 | -11.07% | Stop |
| 2025-01-28 | 2025-03-13 | Interest | 100% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2023-12-29 | 2025-01-28 | Completed | 100% | $47.53 | $50.87 | 7.03% | Signal |
| 2023-10-12 | 2023-12-29 | Interest | 100% | $1.00 | $1.01 | 0.93% | Interest Income |
| 2023-01-25 | 2023-10-12 | Completed | 100% | $46.93 | $44.50 | -5.17% | Signal |
| 2021-09-07 | 2023-01-25 | Interest | 100% | $1.00 | $1.04 | 3.66% | Interest Income |
| 2020-07-28 | 2021-09-07 | Completed | 100% | $44.61 | $56.73 | 27.18% | Signal |
| 2020-03-02 | 2020-07-28 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2019-11-14 | 2020-03-02 | Completed | 100% | $42.52 | $41.26 | -2.96% | Stop |
| 2019-09-04 | 2019-11-14 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2019-03-13 | 2019-09-04 | Completed | 100% | $42.16 | $40.28 | -4.46% | Signal |
| 2018-06-20 | 2019-03-13 | Interest | 100% | $1.00 | $1.02 | 2.09% | Interest Income |
| 2016-04-29 | 2018-06-20 | Completed | 100% | $31.95 | $43.20 | 35.21% | Stop |
| 2015-07-28 | 2016-04-29 | Interest | 100% | $1.00 | $1.02 | 1.56% | Interest Income |
| 2015-05-04 | 2015-07-28 | Completed | 100% | $38.75 | $33.45 | -13.68% | Signal |
| 2014-11-18 | 2015-05-04 | Interest | 100% | $1.00 | $1.01 | 0.91% | Interest Income |
| 2014-10-22 | 2014-11-18 | Completed | 100% | $36.18 | $36.14 | -0.12% | Signal |
| 2014-10-20 | 2014-10-22 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
