IJH
ISHARES CORE S&P MID-CAP ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IJH Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 22.30% | 27.13% | 2.56% | 6.89% | 6.35% | 11.05% | 7.27% | 9.79% |
| Sharpe Ratio | 1.50 | 1.51 | 0.19 | 0.34 | 0.49 | 0.49 | 0.58 | 0.44 |
| Max Drawdown | -8.83% | -8.83% | -18.91% | -24.10% | -20.49% | -42.18% | -22.72% | -55.06% |
| % Time Invested | 100.0% | 100.0% | 92.4% | 100.0% | 93.4% | 100.0% | 90.1% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 3.0 | 0.0 | 3.4 | 0.0 | 3.4 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-10-13 | Open | Open | 34% | $63.57 | $71.57 | 12.59% | Mark-to-Market |
| 2025-07-18 | Open | Open | 33% | $63.09 | $71.57 | 13.43% | Mark-to-Market |
| 2025-04-29 | Open | Open | 33% | $55.86 | $71.57 | 28.12% | Mark-to-Market |
| 2025-05-20 | 2025-10-13 | Interest | 34% | $1.00 | $1.02 | 1.68% | Interest Income |
| 2025-03-05 | 2025-07-18 | Interest | 33% | $1.00 | $1.02 | 1.58% | Interest Income |
| 2025-04-30 | 2025-05-20 | Completed | 34% | $55.53 | $60.68 | 9.27% | Signal |
| 2025-04-07 | 2025-04-30 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-04 | 2025-04-29 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-27 | 2025-04-07 | Completed | 34% | $58.73 | $50.23 | -14.48% | Stop |
| 2023-12-29 | 2025-04-04 | Completed | 33% | $54.25 | $52.78 | -2.69% | Stop |
| 2025-03-05 | 2025-03-27 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-01-16 | 2025-03-05 | Completed | 33% | $52.44 | $58.66 | 11.86% | Stop |
| 2023-11-17 | 2025-03-05 | Completed | 34% | $48.85 | $58.66 | 20.09% | Stop |
| 2023-10-26 | 2024-01-16 | Interest | 33% | $1.00 | $1.01 | 0.90% | Interest Income |
| 2022-10-21 | 2023-12-29 | Interest | 33% | $1.00 | $1.05 | 4.67% | Interest Income |
| 2023-10-26 | 2023-11-17 | Interest | 34% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2023-07-26 | 2023-10-26 | Completed | 33% | $52.04 | $45.30 | -12.94% | Stop |
| 2023-03-13 | 2023-10-26 | Completed | 34% | $45.87 | $45.30 | -1.23% | Stop |
| 2023-05-10 | 2023-07-26 | Interest | 33% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2023-04-10 | 2023-05-10 | Completed | 33% | $46.53 | $47.32 | 1.68% | Signal |
| 2023-03-16 | 2023-04-10 | Interest | 33% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2023-01-03 | 2023-03-16 | Completed | 33% | $46.54 | $45.29 | -2.70% | Stop |
| 2022-04-28 | 2023-03-13 | Interest | 34% | $1.00 | $1.03 | 2.95% | Interest Income |
| 2022-11-10 | 2023-01-03 | Interest | 33% | $1.00 | $1.01 | 0.50% | Interest Income |
| 2022-10-13 | 2022-11-10 | Completed | 33% | $41.86 | $46.79 | 11.80% | Signal |
| 2022-10-18 | 2022-10-21 | Completed | 33% | $44.68 | $42.99 | -3.78% | Signal |
| 2022-09-26 | 2022-10-18 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-02-18 | 2022-10-13 | Interest | 33% | $1.00 | $1.02 | 1.86% | Interest Income |
| 2022-06-02 | 2022-09-26 | Completed | 33% | $47.07 | $42.20 | -10.34% | Stop |
| 2022-05-10 | 2022-06-02 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2021-03-09 | 2022-05-10 | Completed | 33% | $47.56 | $45.59 | -4.15% | Stop |
| 2022-02-16 | 2022-04-28 | Completed | 34% | $50.31 | $47.89 | -4.79% | Signal |
| 2022-02-16 | 2022-02-18 | Completed | 33% | $50.31 | $49.54 | -1.53% | Signal |
| 2022-01-25 | 2022-02-16 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2022-01-25 | 2022-02-16 | Interest | 34% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2021-10-21 | 2022-01-25 | Completed | 33% | $51.91 | $48.80 | -5.99% | Stop |
| 2020-10-06 | 2022-01-25 | Completed | 34% | $36.08 | $48.80 | 35.24% | Stop |
| 2021-09-23 | 2021-10-21 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-06-29 | 2021-09-23 | Completed | 33% | $31.87 | $49.99 | 56.87% | Signal |
| 2021-02-12 | 2021-03-09 | Interest | 33% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2021-02-10 | 2021-02-12 | Completed | 33% | $46.95 | $46.86 | -0.20% | Signal |
| 2020-04-21 | 2021-02-10 | Interest | 33% | $1.00 | $1.01 | 0.63% | Interest Income |
| 2020-04-16 | 2020-10-06 | Interest | 34% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2020-03-26 | 2020-06-29 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-03-31 | 2020-04-21 | Completed | 33% | $26.59 | $27.42 | 3.11% | Signal |
| 2020-03-24 | 2020-04-16 | Completed | 34% | $23.31 | $27.71 | 18.87% | Signal |
| 2020-03-09 | 2020-03-31 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-24 | 2020-03-26 | Completed | 33% | $23.31 | $25.67 | 10.11% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 34% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-12-31 | 2020-03-09 | Completed | 33% | $37.43 | $30.48 | -18.55% | Stop |
| 2019-11-05 | 2020-03-02 | Completed | 33% | $36.28 | $33.29 | -8.23% | Stop |
| 2019-07-09 | 2020-03-02 | Completed | 34% | $34.99 | $33.29 | -4.84% | Stop |
| 2019-08-09 | 2019-12-31 | Interest | 33% | $1.00 | $1.01 | 0.68% | Interest Income |
| 2019-10-04 | 2019-11-05 | Interest | 33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2019-09-03 | 2019-10-04 | Completed | 33% | $33.77 | $34.24 | 1.39% | Signal |
| 2019-08-06 | 2019-09-03 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2019-01-11 | 2019-08-09 | Completed | 33% | $31.41 | $34.65 | 10.33% | Signal |
| 2019-03-28 | 2019-08-06 | Completed | 33% | $33.77 | $33.79 | 0.07% | Signal |
| 2019-06-14 | 2019-07-09 | Interest | 34% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2019-06-12 | 2019-06-14 | Completed | 34% | $34.30 | $34.46 | 0.46% | Signal |
| 2018-12-21 | 2019-06-12 | Interest | 34% | $1.00 | $1.01 | 1.18% | Interest Income |
| 2018-10-29 | 2019-03-28 | Interest | 33% | $1.00 | $1.01 | 1.12% | Interest Income |
| 2018-12-18 | 2019-01-11 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-20 | 2018-12-21 | Completed | 34% | $32.47 | $29.53 | -9.03% | Stop |
| 2016-12-21 | 2018-12-18 | Completed | 33% | $29.30 | $30.53 | 4.21% | Stop |
| 2018-10-29 | 2018-11-20 | Interest | 34% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-06-06 | 2018-10-29 | Completed | 33% | $35.07 | $32.39 | -7.64% | Stop |
| 2016-07-12 | 2018-10-29 | Completed | 34% | $26.52 | $32.39 | 22.11% | Stop |
| 2018-04-30 | 2018-06-06 | Interest | 33% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2016-04-27 | 2018-04-30 | Completed | 33% | $25.47 | $33.62 | 32.02% | Signal |
| 2016-11-29 | 2016-12-21 | Interest | 33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2016-11-15 | 2016-11-29 | Completed | 33% | $27.55 | $28.26 | 2.57% | Signal |
| 2016-04-21 | 2016-11-15 | Interest | 33% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2015-10-22 | 2016-07-12 | Interest | 34% | $1.00 | $1.01 | 1.37% | Interest Income |
| 2015-08-12 | 2016-04-27 | Interest | 33% | $1.00 | $1.01 | 1.44% | Interest Income |
| 2016-02-12 | 2016-04-21 | Completed | 33% | $21.41 | $25.41 | 18.66% | Signal |
| 2016-01-21 | 2016-02-12 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-21 | Completed | 33% | $24.48 | $21.52 | -12.09% | Stop |
| 2015-09-17 | 2015-10-22 | Completed | 34% | $24.48 | $24.34 | -0.55% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-08-25 | 2015-09-17 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-03-27 | 2015-08-25 | Completed | 34% | $16.29 | $23.87 | 46.55% | Stop |
| 2011-10-27 | 2015-08-25 | Completed | 33% | $14.56 | $23.87 | 63.89% | Stop |
| 2015-01-26 | 2015-08-12 | Completed | 33% | $24.53 | $25.23 | 2.87% | Signal |
| 2014-12-31 | 2015-01-26 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2014-12-29 | 2014-12-31 | Completed | 33% | $24.71 | $24.79 | 0.34% | Signal |
| 2014-10-21 | 2014-12-29 | Interest | 33% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2012-09-17 | 2014-10-21 | Completed | 33% | $16.69 | $22.58 | 35.28% | Signal |
| 2012-06-29 | 2012-09-17 | Interest | 33% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2012-01-04 | 2012-06-29 | Completed | 33% | $14.27 | $15.22 | 6.67% | Signal |
| 2011-10-04 | 2012-03-27 | Interest | 34% | $1.00 | $1.01 | 0.97% | Interest Income |
| 2011-08-02 | 2012-01-04 | Interest | 33% | $1.00 | $1.01 | 0.88% | Interest Income |
| 2011-10-05 | 2011-10-27 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-30 | 2011-10-05 | Completed | 33% | $13.87 | $12.50 | -9.87% | Stop |
| 2011-08-29 | 2011-10-04 | Completed | 34% | $13.60 | $11.89 | -12.60% | Stop |
| 2011-08-08 | 2011-08-30 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-05 | 2011-08-29 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-08 | Completed | 33% | $11.96 | $13.09 | 9.42% | Stop |
| 2010-06-01 | 2011-08-05 | Completed | 34% | $11.96 | $13.94 | 16.60% | Stop |
| 2010-10-14 | 2011-08-02 | Completed | 33% | $13.07 | $14.96 | 14.48% | Signal |
| 2010-07-28 | 2010-10-14 | Interest | 33% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2010-06-01 | 2010-07-28 | Completed | 33% | $11.96 | $12.22 | 2.23% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-05-07 | 2010-06-01 | Interest | 34% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-05-07 | 2010-06-01 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-18 | 2010-05-07 | Completed | 33% | $12.59 | $12.22 | -2.93% | Stop |
| 2009-08-07 | 2010-05-07 | Completed | 34% | $10.16 | $12.22 | 20.29% | Stop |
| 2009-05-14 | 2010-05-07 | Completed | 33% | $8.50 | $12.22 | 43.72% | Stop |
| 2010-02-24 | 2010-03-18 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2010-02-19 | 2010-02-24 | Completed | 33% | $11.61 | $11.56 | -0.49% | Signal |
| 2009-09-18 | 2010-02-19 | Interest | 33% | $1.00 | $1.01 | 1.46% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 33% | $10.79 | $11.08 | 2.75% | Signal |
| 2008-07-17 | 2009-09-15 | Interest | 33% | $1.00 | $1.04 | 3.87% | Interest Income |
| 2008-05-21 | 2009-08-07 | Interest | 34% | $1.00 | $1.04 | 4.13% | Interest Income |
| 2008-09-04 | 2009-05-14 | Interest | 33% | $1.00 | $1.02 | 2.11% | Interest Income |
| 2008-06-13 | 2008-09-04 | Completed | 33% | $13.16 | $12.26 | -6.79% | Signal |
| 2008-02-12 | 2008-07-17 | Completed | 33% | $12.21 | $12.22 | 0.08% | Signal |
| 2008-05-21 | 2008-06-13 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-05-19 | 2008-05-21 | Completed | 33% | $13.55 | $13.50 | -0.36% | Signal |
| 2008-05-19 | 2008-05-21 | Completed | 34% | $13.55 | $13.50 | -0.36% | Signal |
| 2008-04-11 | 2008-05-19 | Interest | 33% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2008-04-11 | 2008-05-19 | Interest | 34% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2008-04-09 | 2008-04-11 | Completed | 33% | $12.52 | $12.33 | -1.54% | Signal |
| 2008-04-09 | 2008-04-11 | Completed | 34% | $12.52 | $12.33 | -1.54% | Signal |
| 2007-12-19 | 2008-04-09 | Interest | 34% | $1.00 | $1.01 | 1.09% | Interest Income |
| 2007-08-17 | 2008-04-09 | Interest | 33% | $1.00 | $1.03 | 2.58% | Interest Income |
| 2008-01-18 | 2008-02-12 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2003-12-29 | 2008-01-18 | Completed | 33% | $8.43 | $11.63 | 37.94% | Stop |
| 2007-09-11 | 2007-12-19 | Completed | 34% | $12.93 | $12.87 | -0.46% | Signal |
| 2007-08-17 | 2007-09-11 | Interest | 34% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2007-01-26 | 2007-08-17 | Completed | 34% | $12.38 | $12.70 | 2.64% | Stop |
| 2006-11-02 | 2007-08-17 | Completed | 33% | $11.61 | $12.70 | 9.45% | Stop |
| 2006-09-26 | 2007-01-26 | Interest | 34% | $1.00 | $1.02 | 1.51% | Interest Income |
| 2006-06-29 | 2006-11-02 | Interest | 33% | $1.00 | $1.02 | 1.67% | Interest Income |
| 2006-08-15 | 2006-09-26 | Completed | 34% | $11.07 | $11.26 | 1.72% | Signal |
| 2006-07-24 | 2006-08-15 | Interest | 34% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2005-01-03 | 2006-07-24 | Completed | 34% | $9.85 | $10.79 | 9.59% | Stop |
| 2005-06-29 | 2006-06-29 | Completed | 33% | $10.26 | $11.14 | 8.60% | Signal |
| 2005-06-02 | 2005-06-29 | Interest | 33% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2004-11-09 | 2005-06-02 | Completed | 33% | $9.16 | $10.03 | 9.57% | Signal |
| 2004-09-29 | 2005-01-03 | Interest | 34% | $1.00 | $1.01 | 1.08% | Interest Income |
| 2004-06-10 | 2004-11-09 | Interest | 33% | $1.00 | $1.02 | 1.77% | Interest Income |
| 2003-06-27 | 2004-09-29 | Completed | 34% | $7.05 | $8.67 | 22.93% | Signal |
| 2003-06-03 | 2004-06-10 | Completed | 33% | $6.94 | $8.79 | 26.72% | Signal |
| 2003-09-09 | 2003-12-29 | Interest | 33% | $1.00 | $1.01 | 1.29% | Interest Income |
| 2003-09-05 | 2003-09-09 | Completed | 33% | $7.65 | $7.71 | 0.79% | Signal |
| 2003-05-09 | 2003-09-05 | Interest | 33% | $1.00 | $1.01 | 1.24% | Interest Income |
| 2003-05-09 | 2003-06-27 | Interest | 34% | $1.00 | $1.00 | 0.45% | Interest Income |
| 2003-05-09 | 2003-06-03 | Interest | 33% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2003-05-07 | 2003-05-09 | Completed | 33% | $6.53 | $6.50 | -0.45% | Signal |
| 2003-05-07 | 2003-05-09 | Completed | 34% | $6.53 | $6.50 | -0.45% | Signal |
| 2003-05-07 | 2003-05-09 | Completed | 33% | $6.53 | $6.50 | -0.45% | Signal |
| 2003-03-25 | 2003-05-07 | Interest | 34% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2003-03-25 | 2003-05-07 | Interest | 33% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2003-03-10 | 2003-05-07 | Interest | 33% | $1.00 | $1.01 | 0.63% | Interest Income |
| 2003-03-21 | 2003-03-25 | Completed | 34% | $6.09 | $5.96 | -2.09% | Signal |
| 2003-03-21 | 2003-03-25 | Completed | 33% | $6.09 | $5.96 | -2.09% | Signal |
| 2002-09-12 | 2003-03-21 | Interest | 34% | $1.00 | $1.02 | 2.03% | Interest Income |
| 2002-05-24 | 2003-03-21 | Interest | 33% | $1.00 | $1.03 | 3.40% | Interest Income |
| 2003-01-09 | 2003-03-10 | Completed | 33% | $6.34 | $5.75 | -9.21% | Signal |
| 2002-07-05 | 2003-01-09 | Interest | 33% | $1.00 | $1.02 | 2.10% | Interest Income |
| 2002-07-29 | 2002-09-12 | Completed | 34% | $6.16 | $6.37 | 3.42% | Signal |
| 2002-07-05 | 2002-07-29 | Interest | 34% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2002-05-29 | 2002-07-05 | Completed | 33% | $7.64 | $6.75 | -11.60% | Stop |
| 2002-05-29 | 2002-07-05 | Completed | 34% | $7.64 | $6.75 | -11.60% | Stop |
| 2002-05-24 | 2002-05-29 | Interest | 33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2002-05-24 | 2002-05-29 | Interest | 34% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
