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% | 4.02% | 2.43% | 3.20% | 2.72% | 2.89% | 2.66% |
| Sharpe Ratio | 2.31 | 2.31 | 1.82 | 0.83 | 1.02 | 0.78 | 1.06 | 0.88 |
| Max Drawdown | -1.46% | -1.46% | -2.10% | -9.47% | -13.38% | -13.38% | -13.38% | -13.38% |
| % Time Invested | 100.0% | 100.0% | 76.6% | 100.0% | 80.9% | 100.0% | 88.3% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 0.3 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2023-01-23 | Open | Open | 100% | $44.39 | $52.49 | 18.25% | Mark-to-Market |
| 2021-11-18 | 2023-01-23 | Interest | 100% | $1.00 | $1.03 | 3.31% | Interest Income |
| 2020-06-02 | 2021-11-18 | Completed | 100% | $45.35 | $46.39 | 2.30% | Signal |
| 2020-04-07 | 2020-06-02 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2018-07-11 | 2020-04-07 | Completed | 100% | $40.84 | $43.56 | 6.66% | Signal |
| 2018-01-30 | 2018-07-11 | Interest | 100% | $1.00 | $1.01 | 1.27% | Interest Income |
| 2017-02-28 | 2018-01-30 | Completed | 100% | $40.49 | $40.73 | 0.59% | Signal |
| 2017-01-05 | 2017-02-28 | Interest | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2013-09-18 | 2017-01-05 | Completed | 100% | $38.75 | $40.30 | 4.01% | Signal |
| 2013-08-20 | 2013-09-18 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2009-01-15 | 2013-08-20 | Completed | 100% | $33.63 | $38.73 | 15.17% | Signal |
| 2009-01-02 | 2009-01-15 | Interest | 100% | $1.00 | $1.00 | 0.08% | Interest Income |
Return Distribution Analysis
