IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IGSB Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 4.35% | 4.60% | 3.50% | 2.43% | 3.08% | 2.72% | 2.87% | 2.66% |
| Sharpe Ratio | 2.27 | 2.31 | 2.44 | 0.83 | 1.97 | 0.78 | 1.97 | 0.88 |
| Max Drawdown | -1.46% | -1.46% | -1.46% | -9.47% | -4.88% | -13.38% | -4.88% | -13.38% |
| % Time Invested | 100.0% | 100.0% | 75.8% | 100.0% | 67.3% | 100.0% | 62.6% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.4 | 0.0 | 2.6 | 0.0 | 2.4 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-03 | Open | Open | 34% | $50.76 | $52.49 | 3.40% | Mark-to-Market |
| 2024-06-17 | Open | Open | 33% | $47.29 | $52.49 | 11.00% | Mark-to-Market |
| 2026-03-30 | Open | Interest | 33% | $1.00 | $1.00 | 0.37% | Mark-to-Market |
| 2025-04-11 | 2026-03-30 | Completed | 33% | $49.45 | $52.24 | 5.64% | Signal |
| 2025-06-10 | 2025-07-03 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-02-15 | 2025-06-10 | Completed | 34% | $46.60 | $50.32 | 7.99% | Signal |
| 2025-01-08 | 2025-04-11 | Interest | 33% | $1.00 | $1.01 | 1.10% | Interest Income |
| 2024-07-26 | 2025-01-08 | Completed | 33% | $47.85 | $48.84 | 2.06% | Signal |
| 2024-05-28 | 2024-07-26 | Interest | 33% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2022-02-22 | 2024-06-17 | Interest | 33% | $1.00 | $1.09 | 8.80% | Interest Income |
| 2023-12-28 | 2024-05-28 | Completed | 33% | $46.56 | $47.02 | 0.97% | Signal |
| 2023-10-03 | 2024-02-15 | Interest | 34% | $1.00 | $1.02 | 1.58% | Interest Income |
| 2023-07-19 | 2023-12-28 | Interest | 33% | $1.00 | $1.02 | 1.93% | Interest Income |
| 2023-05-16 | 2023-10-03 | Completed | 34% | $44.83 | $44.59 | -0.54% | Signal |
| 2023-02-10 | 2023-07-19 | Completed | 33% | $44.26 | $44.89 | 1.42% | Signal |
| 2021-07-02 | 2023-05-16 | Interest | 34% | $1.00 | $1.05 | 5.02% | Interest Income |
| 2021-10-07 | 2023-02-10 | Interest | 33% | $1.00 | $1.04 | 3.70% | Interest Income |
| 2020-04-06 | 2022-02-22 | Completed | 33% | $43.43 | $45.37 | 4.45% | Signal |
| 2021-07-29 | 2021-10-07 | Completed | 33% | $46.82 | $46.70 | -0.25% | Signal |
| 2021-04-20 | 2021-07-29 | Interest | 33% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2020-04-06 | 2021-07-02 | Completed | 34% | $43.43 | $46.69 | 7.49% | Signal |
| 2020-06-24 | 2021-04-20 | Completed | 33% | $45.65 | $46.48 | 1.82% | Signal |
| 2020-03-13 | 2020-06-24 | Interest | 33% | $1.00 | $1.00 | 0.20% | 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 |
| 2019-07-10 | 2020-03-13 | Completed | 33% | $43.28 | $42.99 | -0.65% | Stop |
| 2019-04-08 | 2020-03-13 | Completed | 34% | $42.45 | $42.99 | 1.28% | Stop |
| 2019-02-21 | 2020-03-13 | Completed | 33% | $41.88 | $42.99 | 2.66% | Stop |
| 2019-06-06 | 2019-07-10 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2019-06-04 | 2019-06-06 | Completed | 33% | $42.97 | $43.04 | 0.17% | Signal |
| 2019-03-15 | 2019-06-04 | Interest | 33% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2019-03-15 | 2019-04-08 | Interest | 34% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2019-03-13 | 2019-03-15 | Completed | 34% | $42.17 | $42.22 | 0.13% | Signal |
| 2019-03-13 | 2019-03-15 | Completed | 33% | $42.17 | $42.22 | 0.13% | Signal |
| 2019-01-29 | 2019-03-13 | Interest | 34% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2019-01-29 | 2019-03-13 | Interest | 33% | $1.00 | $1.00 | 0.31% | 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% | $41.62 | $41.64 | 0.04% | Signal |
| 2019-01-25 | 2019-01-29 | Completed | 34% | $41.62 | $41.64 | 0.04% | Signal |
| 2019-01-25 | 2019-01-29 | Completed | 33% | $41.62 | $41.64 | 0.04% | Signal |
| 2017-09-13 | 2019-01-25 | Interest | 33% | $1.00 | $1.04 | 3.80% | Interest Income |
| 2017-04-24 | 2019-01-25 | Interest | 34% | $1.00 | $1.05 | 4.71% | Interest Income |
| 2017-04-24 | 2019-01-25 | Interest | 33% | $1.00 | $1.05 | 4.71% | Interest Income |
| 2017-09-11 | 2017-09-13 | Completed | 33% | $40.96 | $40.92 | -0.09% | Signal |
| 2017-07-24 | 2017-09-11 | Interest | 33% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2017-06-09 | 2017-07-24 | Completed | 33% | $40.70 | $40.83 | 0.32% | Signal |
| 2017-04-24 | 2017-06-09 | Interest | 33% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2017-04-20 | 2017-04-24 | Completed | 33% | $40.63 | $40.58 | -0.11% | Signal |
| 2017-04-20 | 2017-04-24 | Completed | 34% | $40.63 | $40.58 | -0.11% | Signal |
| 2017-04-20 | 2017-04-24 | Completed | 33% | $40.63 | $40.58 | -0.11% | Signal |
| 2016-12-29 | 2017-04-20 | Interest | 34% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2016-11-02 | 2017-04-20 | Interest | 33% | $1.00 | $1.01 | 1.08% | Interest Income |
| 2013-08-29 | 2017-04-20 | Interest | 33% | $1.00 | $1.08 | 8.41% | Interest Income |
| 2016-06-29 | 2016-12-29 | Completed | 34% | $40.30 | $40.22 | -0.21% | Signal |
| 2016-04-29 | 2016-11-02 | Completed | 33% | $40.10 | $40.41 | 0.78% | Signal |
| 2013-09-24 | 2016-06-29 | Interest | 34% | $1.00 | $1.06 | 6.45% | Interest Income |
| 2013-09-24 | 2016-04-29 | Interest | 33% | $1.00 | $1.06 | 6.15% | Interest Income |
| 2013-09-20 | 2013-09-24 | Completed | 33% | $38.89 | $38.84 | -0.14% | Signal |
| 2013-09-20 | 2013-09-24 | Completed | 34% | $38.89 | $38.84 | -0.14% | Signal |
| 2013-05-24 | 2013-09-20 | Interest | 34% | $1.00 | $1.01 | 0.83% | Interest Income |
| 2013-05-09 | 2013-09-20 | Interest | 33% | $1.00 | $1.01 | 0.91% | Interest Income |
| 2012-09-10 | 2013-08-29 | Completed | 33% | $38.46 | $38.75 | 0.76% | Signal |
| 2012-05-21 | 2013-05-24 | Completed | 34% | $37.97 | $38.81 | 2.22% | Signal |
| 2013-05-02 | 2013-05-09 | Completed | 33% | $38.83 | $38.84 | 0.03% | Signal |
| 2013-01-31 | 2013-05-02 | Interest | 33% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2012-09-10 | 2013-01-31 | Completed | 33% | $38.46 | $38.69 | 0.61% | Signal |
| 2012-07-03 | 2012-09-10 | Interest | 33% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2012-05-03 | 2012-09-10 | Interest | 33% | $1.00 | $1.01 | 0.58% | Interest Income |
| 2012-03-05 | 2012-07-03 | Completed | 33% | $38.06 | $38.05 | -0.05% | Signal |
| 2011-03-22 | 2012-05-21 | Interest | 34% | $1.00 | $1.03 | 2.81% | Interest Income |
| 2011-12-05 | 2012-05-03 | Completed | 33% | $37.35 | $38.06 | 1.91% | Signal |
| 2011-08-22 | 2012-03-05 | Interest | 33% | $1.00 | $1.01 | 1.07% | Interest Income |
| 2011-04-14 | 2011-12-05 | Interest | 33% | $1.00 | $1.02 | 1.64% | Interest Income |
| 2011-07-19 | 2011-08-22 | Completed | 33% | $37.52 | $37.56 | 0.09% | Signal |
| 2011-01-04 | 2011-07-19 | Interest | 33% | $1.00 | $1.02 | 1.76% | Interest Income |
| 2009-09-30 | 2011-04-14 | Completed | 33% | $35.68 | $37.20 | 4.26% | Signal |
| 2010-11-03 | 2011-03-22 | Completed | 34% | $37.09 | $37.22 | 0.37% | Signal |
| 2010-09-08 | 2011-01-04 | Completed | 33% | $36.86 | $36.91 | 0.14% | Signal |
| 2010-10-12 | 2010-11-03 | Interest | 34% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2010-10-08 | 2010-10-12 | Completed | 34% | $37.04 | $37.03 | -0.03% | Signal |
| 2010-06-04 | 2010-10-08 | Interest | 34% | $1.00 | $1.01 | 0.99% | Interest Income |
| 2010-04-14 | 2010-09-08 | Interest | 33% | $1.00 | $1.01 | 1.26% | Interest Income |
| 2009-04-27 | 2010-06-04 | Completed | 34% | $33.77 | $36.08 | 6.85% | Signal |
| 2009-01-30 | 2010-04-14 | Completed | 33% | $33.69 | $36.26 | 7.63% | Signal |
| 2009-04-07 | 2009-09-30 | Interest | 33% | $1.00 | $1.02 | 1.65% | Interest Income |
| 2009-01-02 | 2009-04-27 | Interest | 34% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2009-01-06 | 2009-04-07 | Completed | 33% | $33.62 | $33.13 | -1.47% | Signal |
| 2009-01-02 | 2009-01-30 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2009-01-02 | 2009-01-06 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
