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 | 4.60% | 4.60% | 3.11% | 2.43% | 3.06% | 2.72% | 2.60% | 2.66% |
| Sharpe Ratio | 2.31 | 2.31 | 1.96 | 0.83 | 1.03 | 0.78 | 1.06 | 0.88 |
| Max Drawdown | -1.46% | -1.46% | -4.24% | -9.47% | -13.38% | -13.38% | -13.38% | -13.38% |
| % Time Invested | 100.0% | 100.0% | 53.9% | 100.0% | 44.7% | 100.0% | 43.1% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.0 | 0.0 | 0.5 | 0.0 | 0.5 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2024-07-02 | Open | Open | 100% | $47.29 | $52.49 | 10.98% | Mark-to-Market |
| 2022-03-11 | 2024-07-02 | Interest | 100% | $1.00 | $1.09 | 8.88% | Interest Income |
| 2019-07-31 | 2022-03-11 | Completed | 100% | $43.42 | $44.90 | 3.39% | Signal |
| 2019-06-06 | 2019-07-31 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2019-06-04 | 2019-06-06 | Completed | 100% | $42.97 | $43.04 | 0.17% | Signal |
| 2019-03-15 | 2019-06-04 | Interest | 100% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2019-03-13 | 2019-03-15 | Completed | 100% | $42.17 | $42.22 | 0.13% | Signal |
| 2019-01-29 | 2019-03-13 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2019-01-25 | 2019-01-29 | Completed | 100% | $41.62 | $41.64 | 0.04% | Signal |
| 2017-04-24 | 2019-01-25 | Interest | 100% | $1.00 | $1.05 | 4.71% | Interest Income |
| 2017-04-20 | 2017-04-24 | Completed | 100% | $40.63 | $40.58 | -0.11% | Signal |
| 2013-09-25 | 2017-04-20 | Interest | 100% | $1.00 | $1.08 | 8.20% | Interest Income |
| 2012-10-03 | 2013-09-25 | Completed | 100% | $38.50 | $38.83 | 0.85% | Signal |
| 2011-07-25 | 2012-10-03 | Interest | 100% | $1.00 | $1.02 | 2.33% | Interest Income |
| 2009-09-30 | 2011-07-25 | Completed | 100% | $35.68 | $37.54 | 5.21% | Signal |
| 2009-03-24 | 2009-09-30 | Interest | 100% | $1.00 | $1.02 | 1.76% | Interest Income |
| 2009-01-06 | 2009-03-24 | Completed | 100% | $33.62 | $33.06 | -1.68% | Signal |
| 2009-01-02 | 2009-01-06 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
