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 | 27.13% | 27.13% | 6.32% | 6.89% | 6.92% | 11.05% | 7.34% | 9.79% |
| Sharpe Ratio | 1.51 | 1.51 | 0.38 | 0.34 | 0.46 | 0.49 | 0.50 | 0.44 |
| Max Drawdown | -8.83% | -8.83% | -20.73% | -24.10% | -20.73% | -42.18% | -28.86% | -55.06% |
| % Time Invested | 100.0% | 100.0% | 72.9% | 100.0% | 66.0% | 100.0% | 70.6% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 1.0 | 0.0 | 1.0 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-07 | Open | Open | 100% | $50.23 | $71.57 | 42.49% | Mark-to-Market |
| 2025-03-14 | 2025-04-07 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2023-12-26 | 2025-03-14 | Completed | 100% | $54.02 | $56.84 | 5.22% | Stop |
| 2022-10-25 | 2023-12-26 | Interest | 100% | $1.00 | $1.05 | 4.59% | Interest Income |
| 2022-10-18 | 2022-10-25 | Completed | 100% | $44.68 | $44.11 | -1.26% | Signal |
| 2022-09-26 | 2022-10-18 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-05-25 | 2022-09-26 | Completed | 100% | $44.64 | $42.20 | -5.46% | Stop |
| 2022-05-03 | 2022-05-25 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2021-03-09 | 2022-05-03 | Completed | 100% | $47.56 | $47.27 | -0.60% | Stop |
| 2021-02-12 | 2021-03-09 | Interest | 100% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2021-02-10 | 2021-02-12 | Completed | 100% | $46.95 | $46.86 | -0.20% | Signal |
| 2020-04-17 | 2021-02-10 | Interest | 100% | $1.00 | $1.01 | 0.64% | Interest Income |
| 2020-03-24 | 2020-04-17 | Completed | 100% | $23.31 | $28.59 | 22.67% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-01-03 | 2020-03-02 | Completed | 100% | $37.14 | $33.29 | -10.37% | Stop |
| 2019-08-05 | 2020-01-03 | Interest | 100% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2019-01-10 | 2019-08-05 | Completed | 100% | $31.12 | $33.99 | 9.23% | Signal |
| 2018-12-17 | 2019-01-10 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-12-21 | 2018-12-17 | Completed | 100% | $29.30 | $30.91 | 5.49% | Stop |
| 2016-11-29 | 2016-12-21 | Interest | 100% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2016-11-15 | 2016-11-29 | Completed | 100% | $27.55 | $28.26 | 2.57% | Signal |
| 2016-04-19 | 2016-11-15 | Interest | 100% | $1.00 | $1.01 | 0.98% | Interest Income |
| 2016-02-10 | 2016-04-19 | Completed | 100% | $21.57 | $25.34 | 17.44% | Signal |
| 2016-01-19 | 2016-02-10 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-19 | Completed | 100% | $24.48 | $21.92 | -10.43% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-10-27 | 2015-08-25 | Completed | 100% | $14.56 | $23.87 | 63.89% | Stop |
| 2011-10-05 | 2011-10-27 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-29 | 2011-10-05 | Completed | 100% | $13.60 | $12.50 | -8.12% | Stop |
| 2011-08-05 | 2011-08-29 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-05 | Completed | 100% | $11.96 | $13.94 | 16.60% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-18 | 2010-05-07 | Completed | 100% | $12.59 | $12.22 | -2.93% | Stop |
| 2010-02-24 | 2010-03-18 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2010-02-19 | 2010-02-24 | Completed | 100% | $11.61 | $11.56 | -0.49% | Signal |
| 2009-09-18 | 2010-02-19 | Interest | 100% | $1.00 | $1.01 | 1.46% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 100% | $10.79 | $11.08 | 2.75% | Signal |
| 2008-07-15 | 2009-09-15 | Interest | 100% | $1.00 | $1.04 | 3.90% | Interest Income |
| 2008-02-04 | 2008-07-15 | Completed | 100% | $12.54 | $11.86 | -5.48% | Signal |
| 2008-01-10 | 2008-02-04 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2003-12-24 | 2008-01-10 | Completed | 100% | $8.40 | $12.10 | 44.00% | Stop |
| 2003-09-09 | 2003-12-24 | Interest | 100% | $1.00 | $1.01 | 1.25% | Interest Income |
| 2003-09-05 | 2003-09-09 | Completed | 100% | $7.65 | $7.71 | 0.79% | Signal |
| 2003-05-09 | 2003-09-05 | Interest | 100% | $1.00 | $1.01 | 1.24% | Interest Income |
| 2003-05-07 | 2003-05-09 | Completed | 100% | $6.53 | $6.50 | -0.45% | Signal |
| 2003-03-25 | 2003-05-07 | Interest | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2003-03-21 | 2003-03-25 | Completed | 100% | $6.09 | $5.96 | -2.09% | Signal |
| 2002-05-24 | 2003-03-21 | Interest | 100% | $1.00 | $1.03 | 3.40% | Interest Income |
Return Distribution Analysis
