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% | 2.86% | 1.51% | 1.91% | 3.06% | 3.17% | 3.84% |
| Sharpe Ratio | 1.40 | 1.40 | 0.63 | 0.23 | 0.43 | 0.50 | 0.78 | 0.72 |
| Max Drawdown | -3.01% | -3.01% | -4.74% | -20.63% | -14.17% | -20.63% | -14.17% | -20.63% |
| % Time Invested | 100.0% | 100.0% | 68.2% | 100.0% | 70.8% | 100.0% | 78.0% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.4 | 0.0 | 1.0 | 0.0 | 0.9 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2023-12-26 | Open | Open | 100% | $46.75 | $53.18 | 13.76% | Mark-to-Market |
| 2023-09-22 | 2023-12-26 | Interest | 100% | $1.00 | $1.01 | 1.14% | Interest Income |
| 2023-01-25 | 2023-09-22 | Completed | 100% | $44.76 | $43.69 | -2.38% | Signal |
| 2021-12-08 | 2023-01-25 | Interest | 100% | $1.00 | $1.03 | 3.26% | Interest Income |
| 2021-07-14 | 2021-12-08 | Completed | 100% | $50.45 | $49.92 | -1.05% | Signal |
| 2021-03-30 | 2021-07-14 | Interest | 100% | $1.00 | $1.00 | 0.45% | Interest Income |
| 2020-06-24 | 2021-03-30 | Completed | 100% | $48.69 | $48.78 | 0.19% | Signal |
| 2020-06-02 | 2020-06-24 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-05-21 | 2020-06-02 | Completed | 100% | $47.41 | $47.93 | 1.10% | Signal |
| 2020-04-16 | 2020-05-21 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-04-13 | 2020-04-16 | Completed | 100% | $46.16 | $46.52 | 0.77% | Signal |
| 2020-03-19 | 2020-04-13 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2019-01-16 | 2020-03-19 | Completed | 100% | $40.82 | $41.53 | 1.74% | Stop |
| 2018-12-20 | 2019-01-16 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2018-12-17 | 2018-12-20 | Completed | 100% | $40.23 | $40.40 | 0.44% | Signal |
| 2018-11-19 | 2018-12-17 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2018-08-27 | 2018-11-19 | Completed | 100% | $40.62 | $39.95 | -1.65% | Signal |
| 2018-05-31 | 2018-08-27 | Interest | 100% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2018-05-29 | 2018-05-31 | Completed | 100% | $40.13 | $40.16 | 0.06% | Signal |
| 2018-02-14 | 2018-05-29 | Interest | 100% | $1.00 | $1.01 | 0.81% | Interest Income |
| 2017-05-01 | 2018-02-14 | Completed | 100% | $40.13 | $40.08 | -0.11% | Signal |
| 2016-12-20 | 2017-05-01 | Interest | 100% | $1.00 | $1.01 | 0.85% | Interest Income |
| 2016-02-18 | 2016-12-20 | Completed | 100% | $38.32 | $39.08 | 2.00% | Signal |
| 2015-12-30 | 2016-02-18 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2015-11-04 | 2015-12-30 | Completed | 100% | $38.30 | $38.02 | -0.73% | Signal |
| 2015-07-27 | 2015-11-04 | Interest | 100% | $1.00 | $1.01 | 0.60% | Interest Income |
| 2013-11-29 | 2015-07-27 | Completed | 100% | $36.50 | $38.14 | 4.49% | Signal |
| 2013-09-24 | 2013-11-29 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 2013-09-20 | 2013-09-24 | Completed | 100% | $36.08 | $36.15 | 0.21% | Signal |
| 2013-07-03 | 2013-09-20 | Interest | 100% | $1.00 | $1.01 | 0.59% | Interest Income |
| 2009-01-29 | 2013-07-03 | Completed | 100% | $27.57 | $35.95 | 30.41% | Signal |
| 2009-01-02 | 2009-01-29 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
Return Distribution Analysis
