IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IGIB Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 5.52% | 6.08% | 2.57% | 1.51% | 3.26% | 3.06% | 3.58% | 3.84% |
| Sharpe Ratio | 1.55 | 1.40 | 0.85 | 0.23 | 0.98 | 0.50 | 1.16 | 0.72 |
| Max Drawdown | -2.51% | -3.01% | -3.84% | -20.63% | -8.52% | -20.63% | -8.52% | -20.63% |
| % Time Invested | 100.0% | 100.0% | 75.9% | 100.0% | 78.3% | 100.0% | 85.1% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 1.6 | 0.0 | 3.1 | 0.0 | 2.9 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-08-04 | Open | Open | 34% | $51.78 | $53.18 | 2.70% | Mark-to-Market |
| 2024-07-12 | Open | Open | 33% | $47.90 | $53.18 | 11.03% | Mark-to-Market |
| 2026-03-18 | Open | Interest | 33% | $1.00 | $1.00 | 0.51% | Mark-to-Market |
| 2025-04-29 | 2026-03-18 | Completed | 33% | $50.00 | $53.20 | 6.40% | Signal |
| 2025-04-08 | 2025-08-04 | Interest | 34% | $1.00 | $1.01 | 1.37% | Interest Income |
| 2025-01-02 | 2025-04-29 | Interest | 33% | $1.00 | $1.01 | 1.36% | Interest Income |
| 2024-03-18 | 2025-04-08 | Completed | 34% | $46.47 | $49.49 | 6.49% | Signal |
| 2024-07-29 | 2025-01-02 | Completed | 33% | $48.05 | $48.67 | 1.30% | Signal |
| 2024-05-23 | 2024-07-29 | Interest | 33% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2022-02-24 | 2024-07-12 | Interest | 33% | $1.00 | $1.09 | 9.10% | Interest Income |
| 2024-01-10 | 2024-05-23 | Completed | 33% | $46.65 | $46.86 | 0.45% | Signal |
| 2023-10-04 | 2024-03-18 | Interest | 34% | $1.00 | $1.02 | 1.91% | Interest Income |
| 2023-07-18 | 2024-01-10 | Interest | 33% | $1.00 | $1.02 | 2.07% | Interest Income |
| 2023-04-28 | 2023-10-04 | Completed | 34% | $45.03 | $42.79 | -4.98% | Signal |
| 2023-02-02 | 2023-07-18 | Completed | 33% | $45.40 | $44.88 | -1.16% | Signal |
| 2022-01-26 | 2023-04-28 | Interest | 34% | $1.00 | $1.04 | 3.99% | Interest Income |
| 2021-11-16 | 2023-02-02 | Interest | 33% | $1.00 | $1.03 | 3.44% | Interest Income |
| 2020-04-06 | 2022-02-24 | Completed | 33% | $44.19 | $47.46 | 7.42% | Signal |
| 2021-10-14 | 2022-01-26 | Completed | 34% | $50.15 | $48.94 | -2.42% | Signal |
| 2021-07-22 | 2021-11-16 | Completed | 33% | $50.65 | $49.66 | -1.96% | Signal |
| 2021-05-18 | 2021-10-14 | Interest | 34% | $1.00 | $1.01 | 0.58% | Interest Income |
| 2021-03-25 | 2021-07-22 | Interest | 33% | $1.00 | $1.01 | 0.50% | Interest Income |
| 2020-04-06 | 2021-05-18 | Completed | 34% | $44.19 | $49.48 | 11.99% | Signal |
| 2020-06-26 | 2021-03-25 | Completed | 33% | $48.65 | $49.03 | 0.80% | Signal |
| 2020-06-02 | 2020-06-26 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-05-21 | 2020-06-02 | Completed | 33% | $47.41 | $47.93 | 1.10% | Signal |
| 2020-04-13 | 2020-05-21 | Interest | 33% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2020-04-06 | 2020-04-13 | Completed | 33% | $44.19 | $46.16 | 4.47% | Signal |
| 2020-03-13 | 2020-04-06 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-13 | 2020-04-06 | Interest | 34% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-13 | 2020-04-06 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2019-06-28 | 2020-03-13 | Completed | 33% | $44.59 | $44.80 | 0.46% | Stop |
| 2019-03-22 | 2020-03-13 | Completed | 34% | $42.59 | $44.80 | 5.18% | Stop |
| 2019-02-21 | 2020-03-13 | Completed | 33% | $41.63 | $44.80 | 7.61% | Stop |
| 2019-04-01 | 2019-06-28 | Interest | 33% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2019-03-26 | 2019-04-01 | Completed | 33% | $42.71 | $42.76 | 0.11% | Signal |
| 2019-01-29 | 2019-03-26 | Interest | 33% | $1.00 | $1.00 | 0.41% | Interest Income |
| 2019-01-29 | 2019-03-22 | Interest | 34% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2019-01-29 | 2019-02-21 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2019-01-25 | 2019-01-29 | Completed | 33% | $41.20 | $41.26 | 0.15% | Signal |
| 2019-01-25 | 2019-01-29 | Completed | 34% | $41.20 | $41.26 | 0.15% | Signal |
| 2019-01-25 | 2019-01-29 | Completed | 33% | $41.20 | $41.26 | 0.15% | Signal |
| 2018-12-20 | 2019-01-25 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2018-12-20 | 2019-01-25 | Interest | 34% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2018-12-20 | 2019-01-25 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2018-12-17 | 2018-12-20 | Completed | 33% | $40.23 | $40.40 | 0.44% | Signal |
| 2018-12-17 | 2018-12-20 | Completed | 34% | $40.23 | $40.40 | 0.44% | Signal |
| 2018-12-17 | 2018-12-20 | Completed | 33% | $40.23 | $40.40 | 0.44% | Signal |
| 2018-10-23 | 2018-12-17 | Interest | 33% | $1.00 | $1.00 | 0.44% | Interest Income |
| 2018-05-31 | 2018-12-17 | Interest | 34% | $1.00 | $1.02 | 1.63% | Interest Income |
| 2018-05-31 | 2018-12-17 | Interest | 33% | $1.00 | $1.02 | 1.63% | Interest Income |
| 2018-09-21 | 2018-10-23 | Completed | 33% | $40.28 | $40.08 | -0.50% | Signal |
| 2018-05-31 | 2018-09-21 | Interest | 33% | $1.00 | $1.01 | 0.90% | Interest Income |
| 2018-05-29 | 2018-05-31 | Completed | 33% | $40.13 | $40.16 | 0.06% | Signal |
| 2018-05-29 | 2018-05-31 | Completed | 34% | $40.13 | $40.16 | 0.06% | Signal |
| 2018-05-29 | 2018-05-31 | Completed | 33% | $40.13 | $40.16 | 0.06% | Signal |
| 2018-02-14 | 2018-05-29 | Interest | 34% | $1.00 | $1.01 | 0.81% | Interest Income |
| 2017-12-06 | 2018-05-29 | Interest | 33% | $1.00 | $1.01 | 1.29% | Interest Income |
| 2017-10-10 | 2018-05-29 | Interest | 33% | $1.00 | $1.02 | 1.66% | Interest Income |
| 2017-08-04 | 2018-02-14 | Completed | 34% | $40.65 | $40.08 | -1.41% | Signal |
| 2017-05-03 | 2017-12-06 | Completed | 33% | $40.13 | $40.75 | 1.56% | Signal |
| 2016-07-29 | 2017-10-10 | Completed | 33% | $40.14 | $40.78 | 1.61% | Signal |
| 2017-02-01 | 2017-08-04 | Interest | 34% | $1.00 | $1.01 | 1.18% | Interest Income |
| 2016-11-28 | 2017-05-03 | Interest | 33% | $1.00 | $1.01 | 1.02% | Interest Income |
| 2016-05-05 | 2017-02-01 | Completed | 34% | $39.45 | $39.50 | 0.11% | Signal |
| 2016-04-07 | 2016-11-28 | Completed | 33% | $39.21 | $39.31 | 0.26% | Signal |
| 2015-12-11 | 2016-07-29 | Interest | 33% | $1.00 | $1.01 | 1.14% | Interest Income |
| 2015-08-04 | 2016-05-05 | Interest | 34% | $1.00 | $1.02 | 1.54% | Interest Income |
| 2015-06-26 | 2016-04-07 | Interest | 33% | $1.00 | $1.02 | 1.64% | Interest Income |
| 2014-11-03 | 2015-12-11 | Completed | 33% | $37.78 | $38.26 | 1.25% | Signal |
| 2014-04-01 | 2015-08-04 | Completed | 34% | $37.01 | $38.26 | 3.37% | Signal |
| 2015-02-11 | 2015-06-26 | Completed | 33% | $38.24 | $37.98 | -0.68% | Signal |
| 2015-01-20 | 2015-02-11 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-01-15 | 2015-01-20 | Completed | 33% | $38.25 | $38.27 | 0.05% | Signal |
| 2014-11-03 | 2015-01-15 | Interest | 33% | $1.00 | $1.00 | 0.43% | Interest Income |
| 2014-04-17 | 2014-11-03 | Interest | 33% | $1.00 | $1.01 | 1.36% | Interest Income |
| 2013-12-09 | 2014-11-03 | Completed | 33% | $36.45 | $37.78 | 3.65% | Signal |
| 2014-04-14 | 2014-04-17 | Completed | 33% | $37.26 | $37.22 | -0.10% | Signal |
| 2014-03-06 | 2014-04-14 | Interest | 33% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2014-03-06 | 2014-04-01 | Interest | 34% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2014-03-04 | 2014-03-06 | Completed | 34% | $37.08 | $36.99 | -0.25% | Signal |
| 2014-03-04 | 2014-03-06 | Completed | 33% | $37.08 | $36.99 | -0.25% | Signal |
| 2013-11-29 | 2014-03-04 | Interest | 33% | $1.00 | $1.01 | 0.70% | Interest Income |
| 2013-09-24 | 2014-03-04 | Interest | 34% | $1.00 | $1.01 | 1.19% | Interest Income |
| 2013-09-24 | 2013-12-09 | Interest | 33% | $1.00 | $1.01 | 0.56% | Interest Income |
| 2009-10-22 | 2013-11-29 | Completed | 33% | $30.00 | $36.50 | 21.66% | Signal |
| 2013-09-20 | 2013-09-24 | Completed | 33% | $36.08 | $36.15 | 0.21% | Signal |
| 2013-09-20 | 2013-09-24 | Completed | 34% | $36.08 | $36.15 | 0.21% | Signal |
| 2013-06-27 | 2013-09-20 | Interest | 34% | $1.00 | $1.01 | 0.63% | Interest Income |
| 2013-06-25 | 2013-09-20 | Interest | 33% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2011-07-28 | 2013-06-27 | Completed | 34% | $33.70 | $35.77 | 6.16% | Signal |
| 2013-05-07 | 2013-06-25 | Completed | 33% | $37.02 | $35.61 | -3.81% | Signal |
| 2013-03-08 | 2013-05-07 | Interest | 33% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2012-01-31 | 2013-03-08 | Completed | 33% | $34.63 | $36.53 | 5.49% | Signal |
| 2011-12-08 | 2012-01-31 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2011-06-03 | 2011-12-08 | Completed | 33% | $33.55 | $33.87 | 0.96% | Signal |
| 2011-04-20 | 2011-07-28 | Interest | 34% | $1.00 | $1.01 | 0.83% | Interest Income |
| 2011-05-11 | 2011-06-03 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2011-05-09 | 2011-05-11 | Completed | 33% | $33.37 | $33.30 | -0.21% | Signal |
| 2011-01-18 | 2011-05-09 | Interest | 33% | $1.00 | $1.01 | 1.04% | Interest Income |
| 2009-05-04 | 2011-04-20 | Completed | 34% | $27.36 | $32.98 | 20.57% | Signal |
| 2009-06-19 | 2011-01-18 | Completed | 33% | $28.22 | $32.50 | 15.14% | Signal |
| 2009-01-02 | 2009-10-22 | Interest | 33% | $1.00 | $1.03 | 2.57% | Interest Income |
| 2009-05-28 | 2009-06-19 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2009-02-02 | 2009-05-28 | Completed | 33% | $27.51 | $27.98 | 1.69% | Signal |
| 2009-01-02 | 2009-05-04 | Interest | 34% | $1.00 | $1.01 | 0.90% | Interest Income |
| 2009-01-02 | 2009-02-02 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
Return Distribution Analysis
