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 | 6.08% | 6.08% | 2.64% | 1.51% | 2.04% | 3.06% | 2.61% | 3.84% |
| Sharpe Ratio | 1.40 | 1.40 | 0.75 | 0.23 | 0.52 | 0.50 | 0.75 | 0.72 |
| Max Drawdown | -3.01% | -3.01% | -9.21% | -20.63% | -14.17% | -20.63% | -14.17% | -20.63% |
| % Time Invested | 100.0% | 100.0% | 52.7% | 100.0% | 56.0% | 100.0% | 62.8% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | 0.0 | 0.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2024-07-26 | Open | Open | 100% | $47.97 | $53.18 | 10.86% | Mark-to-Market |
| 2022-03-15 | 2024-07-26 | Interest | 100% | $1.00 | $1.09 | 9.17% | Interest Income |
| 2020-04-13 | 2022-03-15 | Completed | 100% | $46.16 | $46.44 | 0.61% | Signal |
| 2020-03-19 | 2020-04-13 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2019-07-12 | 2020-03-19 | Completed | 100% | $44.45 | $41.53 | -6.56% | Stop |
| 2019-04-01 | 2019-07-12 | Interest | 100% | $1.00 | $1.01 | 0.64% | Interest Income |
| 2019-03-26 | 2019-04-01 | Completed | 100% | $42.71 | $42.76 | 0.11% | Signal |
| 2019-01-29 | 2019-03-26 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 2019-01-25 | 2019-01-29 | Completed | 100% | $41.20 | $41.26 | 0.15% | Signal |
| 2018-12-20 | 2019-01-25 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2018-12-17 | 2018-12-20 | Completed | 100% | $40.23 | $40.40 | 0.44% | Signal |
| 2018-05-31 | 2018-12-17 | Interest | 100% | $1.00 | $1.02 | 1.63% | Interest Income |
| 2018-05-29 | 2018-05-31 | Completed | 100% | $40.13 | $40.16 | 0.06% | Signal |
| 2017-10-20 | 2018-05-29 | Interest | 100% | $1.00 | $1.02 | 1.59% | Interest Income |
| 2016-08-17 | 2017-10-20 | Completed | 100% | $40.13 | $40.75 | 1.55% | Signal |
| 2016-01-04 | 2016-08-17 | Interest | 100% | $1.00 | $1.01 | 1.10% | Interest Income |
| 2014-12-01 | 2016-01-04 | Completed | 100% | $38.05 | $38.07 | 0.04% | Signal |
| 2014-04-17 | 2014-12-01 | Interest | 100% | $1.00 | $1.02 | 1.54% | Interest Income |
| 2014-04-14 | 2014-04-17 | Completed | 100% | $37.26 | $37.22 | -0.10% | Signal |
| 2014-03-06 | 2014-04-14 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2014-03-04 | 2014-03-06 | Completed | 100% | $37.08 | $36.99 | -0.25% | Signal |
| 2013-12-30 | 2014-03-04 | Interest | 100% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2009-10-28 | 2013-12-30 | Completed | 100% | $30.09 | $36.50 | 21.28% | Signal |
| 2009-01-02 | 2009-10-28 | Interest | 100% | $1.00 | $1.03 | 2.62% | Interest Income |
Return Distribution Analysis
