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 | 13.57% | 27.13% | 2.28% | 6.89% | 7.50% | 11.05% | 7.60% | 9.79% |
| Sharpe Ratio | 0.91 | 1.51 | 0.16 | 0.34 | 0.53 | 0.49 | 0.54 | 0.44 |
| Max Drawdown | -8.83% | -8.83% | -18.30% | -24.10% | -19.65% | -42.18% | -20.55% | -55.06% |
| % Time Invested | 77.0% | 100.0% | 71.4% | 100.0% | 77.4% | 100.0% | 73.9% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 0.5 | 0.0 | 0.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-23 | Open | Open | 100% | $63.64 | $71.57 | 12.46% | Mark-to-Market |
| 2025-03-14 | 2025-07-23 | Interest | 100% | $1.00 | $1.02 | 1.52% | Interest Income |
| 2023-12-22 | 2025-03-14 | Completed | 100% | $53.93 | $56.84 | 5.40% | Stop |
| 2023-10-24 | 2023-12-22 | Interest | 100% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2023-06-09 | 2023-10-24 | Completed | 100% | $49.06 | $45.94 | -6.36% | Signal |
| 2023-05-17 | 2023-06-09 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2022-12-27 | 2023-05-17 | Completed | 100% | $46.31 | $46.45 | 0.30% | Signal |
| 2022-02-23 | 2022-12-27 | Interest | 100% | $1.00 | $1.03 | 2.62% | Interest Income |
| 2020-08-10 | 2022-02-23 | Completed | 100% | $35.72 | $49.01 | 37.23% | Signal |
| 2020-03-02 | 2020-08-10 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2019-04-10 | 2020-03-02 | Completed | 100% | $34.72 | $33.29 | -4.10% | Stop |
| 2018-11-16 | 2019-04-10 | Interest | 100% | $1.00 | $1.01 | 1.04% | Interest Income |
| 2016-04-27 | 2018-11-16 | Completed | 100% | $25.47 | $33.13 | 30.09% | Signal |
| 2015-08-25 | 2016-04-27 | Interest | 100% | $1.00 | $1.01 | 1.37% | Interest Income |
| 2012-02-09 | 2015-08-25 | Completed | 100% | $15.79 | $23.87 | 51.10% | Stop |
| 2011-08-05 | 2012-02-09 | Interest | 100% | $1.00 | $1.01 | 1.04% | Interest Income |
| 2010-09-22 | 2011-08-05 | Completed | 100% | $12.52 | $13.94 | 11.37% | Stop |
| 2010-08-25 | 2010-09-22 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2010-06-01 | 2010-08-25 | Completed | 100% | $11.96 | $11.31 | -5.45% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-06-11 | 2010-05-07 | Completed | 100% | $9.35 | $12.22 | 30.70% | Stop |
| 2008-08-13 | 2009-06-11 | Interest | 100% | $1.00 | $1.03 | 2.61% | Interest Income |
| 2008-06-13 | 2008-08-13 | Completed | 100% | $13.16 | $12.48 | -5.12% | Signal |
| 2008-05-21 | 2008-06-13 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-05-19 | 2008-05-21 | Completed | 100% | $13.55 | $13.50 | -0.36% | Signal |
| 2008-04-11 | 2008-05-19 | Interest | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2008-04-09 | 2008-04-11 | Completed | 100% | $12.52 | $12.33 | -1.54% | Signal |
| 2007-12-19 | 2008-04-09 | Interest | 100% | $1.00 | $1.01 | 1.09% | Interest Income |
| 2006-11-07 | 2007-12-19 | Completed | 100% | $11.82 | $12.87 | 8.88% | Signal |
| 2006-07-21 | 2006-11-07 | Interest | 100% | $1.00 | $1.01 | 1.42% | Interest Income |
| 2004-11-01 | 2006-07-21 | Completed | 100% | $8.92 | $10.84 | 21.57% | Signal |
| 2004-08-20 | 2004-11-01 | Interest | 100% | $1.00 | $1.01 | 0.81% | Interest Income |
| 2003-06-03 | 2004-08-20 | Completed | 100% | $6.94 | $8.34 | 20.19% | Signal |
| 2003-05-09 | 2003-06-03 | Interest | 100% | $1.00 | $1.00 | 0.22% | 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 |
| 2002-07-11 | 2003-03-21 | Interest | 100% | $1.00 | $1.03 | 2.79% | Interest Income |
| 2002-05-29 | 2002-07-11 | Completed | 100% | $7.64 | $6.36 | -16.66% | Stop |
| 2002-05-24 | 2002-05-29 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
