IJR
ISHARES CORE S&P SMALL-CAP ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IJR Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 25.30% | 35.47% | 1.37% | 5.39% | 6.35% | 10.62% | 6.97% | 9.59% |
| Sharpe Ratio | 1.76 | 1.69 | 0.10 | 0.25 | 0.47 | 0.44 | 0.51 | 0.40 |
| Max Drawdown | -7.51% | -8.68% | -23.01% | -28.02% | -23.01% | -44.36% | -23.01% | -58.15% |
| % Time Invested | 99.6% | 100.0% | 85.4% | 100.0% | 88.0% | 100.0% | 88.1% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 3.0 | 0.0 | 3.4 | 0.0 | 3.3 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-03-19 | Open | Open | 33% | $120.99 | $134.73 | 11.36% | Mark-to-Market |
| 2025-10-22 | Open | Open | 34% | $118.88 | $134.73 | 13.33% | Mark-to-Market |
| 2025-07-23 | Open | Open | 33% | $112.49 | $134.73 | 19.77% | Mark-to-Market |
| 2025-12-05 | 2026-03-19 | Interest | 33% | $1.00 | $1.01 | 1.14% | Interest Income |
| 2025-05-05 | 2025-12-05 | Completed | 33% | $100.81 | $120.99 | 20.02% | Signal |
| 2025-05-08 | 2025-10-22 | Interest | 34% | $1.00 | $1.02 | 1.93% | Interest Income |
| 2025-03-04 | 2025-07-23 | Interest | 33% | $1.00 | $1.02 | 1.65% | Interest Income |
| 2025-04-30 | 2025-05-08 | Completed | 34% | $98.07 | $101.38 | 3.37% | Signal |
| 2025-04-10 | 2025-05-05 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-07 | 2025-04-30 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-01 | 2025-04-10 | Completed | 33% | $103.02 | $94.51 | -8.25% | Stop |
| 2025-03-26 | 2025-04-07 | Completed | 34% | $106.07 | $89.83 | -15.31% | Stop |
| 2025-03-10 | 2025-04-01 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-04 | 2025-03-26 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-04-19 | 2025-03-10 | Completed | 33% | $98.45 | $104.71 | 6.36% | Stop |
| 2024-07-29 | 2025-03-04 | Completed | 33% | $114.57 | $105.91 | -7.56% | Stop |
| 2024-02-13 | 2025-03-04 | Completed | 34% | $100.86 | $105.91 | 5.01% | Stop |
| 2024-07-05 | 2024-07-29 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2024-01-11 | 2024-07-05 | Completed | 33% | $100.96 | $102.83 | 1.85% | Signal |
| 2022-09-26 | 2024-04-19 | Interest | 33% | $1.00 | $1.06 | 6.29% | Interest Income |
| 2023-08-09 | 2024-02-13 | Interest | 34% | $1.00 | $1.02 | 2.19% | Interest Income |
| 2023-10-23 | 2024-01-11 | Interest | 33% | $1.00 | $1.01 | 0.93% | Interest Income |
| 2023-08-02 | 2023-10-23 | Completed | 33% | $99.20 | $85.77 | -13.53% | Stop |
| 2023-03-30 | 2023-08-09 | Completed | 34% | $91.17 | $98.64 | 8.20% | Signal |
| 2023-05-04 | 2023-08-02 | Interest | 33% | $1.00 | $1.01 | 0.90% | Interest Income |
| 2023-04-05 | 2023-05-04 | Completed | 33% | $90.02 | $87.33 | -2.99% | Signal |
| 2023-03-14 | 2023-04-05 | Interest | 33% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2022-04-08 | 2023-03-30 | Interest | 34% | $1.00 | $1.03 | 3.28% | Interest Income |
| 2023-01-13 | 2023-03-14 | Completed | 33% | $95.04 | $91.63 | -3.59% | Stop |
| 2022-01-25 | 2023-01-13 | Interest | 33% | $1.00 | $1.03 | 2.95% | Interest Income |
| 2022-05-20 | 2022-09-26 | Completed | 33% | $91.44 | $83.20 | -9.00% | Stop |
| 2022-04-28 | 2022-05-20 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2021-03-16 | 2022-04-28 | Completed | 33% | $105.66 | $94.78 | -10.30% | Stop |
| 2022-02-16 | 2022-04-08 | Completed | 34% | $101.33 | $98.38 | -2.92% | Signal |
| 2022-01-25 | 2022-02-16 | Interest | 34% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2021-11-03 | 2022-01-25 | Completed | 33% | $107.54 | $98.83 | -8.10% | Stop |
| 2020-10-16 | 2022-01-25 | Completed | 34% | $70.18 | $98.83 | 40.83% | Stop |
| 2021-09-13 | 2021-11-03 | Interest | 33% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2020-07-07 | 2021-09-13 | Completed | 33% | $61.98 | $101.92 | 64.42% | Signal |
| 2021-02-12 | 2021-03-16 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2021-02-10 | 2021-02-12 | Completed | 33% | $98.85 | $97.76 | -1.10% | Signal |
| 2019-08-19 | 2021-02-10 | Interest | 33% | $1.00 | $1.02 | 1.66% | Interest Income |
| 2020-04-15 | 2020-10-16 | Interest | 34% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2020-03-25 | 2020-07-07 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2020-03-23 | 2020-04-15 | Completed | 34% | $44.90 | $52.87 | 17.74% | Signal |
| 2020-03-23 | 2020-03-25 | Completed | 33% | $44.90 | $48.83 | 8.74% | Signal |
| 2020-02-28 | 2020-03-23 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-02-28 | 2020-03-23 | Interest | 34% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-10-31 | 2020-02-28 | Completed | 33% | $72.33 | $65.14 | -9.93% | Stop |
| 2019-09-10 | 2020-02-28 | Completed | 34% | $69.93 | $65.14 | -6.84% | Stop |
| 2019-07-16 | 2019-10-31 | Interest | 33% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2019-02-25 | 2019-09-10 | Interest | 34% | $1.00 | $1.01 | 1.19% | Interest Income |
| 2019-01-17 | 2019-08-19 | Completed | 33% | $66.34 | $68.85 | 3.77% | Signal |
| 2019-04-02 | 2019-07-16 | Completed | 33% | $70.17 | $70.03 | -0.19% | Signal |
| 2019-02-25 | 2019-04-02 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2019-02-21 | 2019-02-25 | Completed | 33% | $72.50 | $72.93 | 0.59% | Signal |
| 2019-02-21 | 2019-02-25 | Completed | 34% | $72.50 | $72.93 | 0.59% | Signal |
| 2019-01-25 | 2019-02-21 | Interest | 34% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2018-10-24 | 2019-02-21 | Interest | 33% | $1.00 | $1.01 | 0.90% | Interest Income |
| 2019-01-15 | 2019-01-25 | Completed | 34% | $65.80 | $67.45 | 2.51% | Signal |
| 2018-12-24 | 2019-01-17 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-12-20 | 2019-01-15 | Interest | 34% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-16 | 2018-12-24 | Completed | 33% | $69.72 | $59.07 | -15.28% | Stop |
| 2018-11-15 | 2018-12-20 | Completed | 34% | $68.92 | $61.38 | -10.95% | Stop |
| 2018-10-25 | 2018-11-16 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-10-24 | 2018-11-15 | Interest | 34% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2016-11-15 | 2018-10-25 | Completed | 33% | $56.43 | $67.65 | 19.89% | Stop |
| 2017-06-26 | 2018-10-24 | Completed | 33% | $61.42 | $69.82 | 13.69% | Stop |
| 2016-07-14 | 2018-10-24 | Completed | 34% | $52.79 | $69.82 | 32.26% | Stop |
| 2017-05-24 | 2017-06-26 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2016-05-02 | 2017-05-24 | Completed | 33% | $49.27 | $60.09 | 21.95% | Signal |
| 2016-05-10 | 2016-11-15 | Interest | 33% | $1.00 | $1.01 | 0.87% | Interest Income |
| 2015-10-30 | 2016-07-14 | Interest | 34% | $1.00 | $1.01 | 1.33% | Interest Income |
| 2016-02-10 | 2016-05-10 | Completed | 33% | $42.30 | $48.90 | 15.61% | Signal |
| 2016-01-11 | 2016-05-02 | Interest | 33% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2016-01-19 | 2016-02-10 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-19 | Completed | 33% | $47.83 | $43.23 | -9.62% | Stop |
| 2016-01-06 | 2016-01-11 | Completed | 33% | $45.71 | $44.09 | -3.55% | Signal |
| 2015-08-25 | 2016-01-06 | Interest | 33% | $1.00 | $1.01 | 0.79% | Interest Income |
| 2015-09-17 | 2015-10-30 | Completed | 34% | $47.83 | $48.48 | 1.38% | 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 |
| 2015-01-28 | 2015-08-25 | Completed | 34% | $47.92 | $46.03 | -3.95% | Stop |
| 2014-12-30 | 2015-08-25 | Completed | 33% | $48.73 | $46.03 | -5.55% | Stop |
| 2011-08-30 | 2015-08-25 | Completed | 33% | $26.12 | $46.03 | 76.23% | Stop |
| 2014-12-19 | 2015-01-28 | Interest | 34% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2014-10-06 | 2014-12-30 | Interest | 33% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2014-11-10 | 2014-12-19 | Completed | 34% | $47.11 | $47.60 | 1.05% | Signal |
| 2014-10-15 | 2014-11-10 | Interest | 34% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2012-03-16 | 2014-10-15 | Completed | 34% | $31.10 | $42.31 | 36.03% | Signal |
| 2014-08-28 | 2014-10-06 | Completed | 33% | $46.30 | $44.15 | -4.66% | Signal |
| 2014-08-06 | 2014-08-28 | Interest | 33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2014-07-16 | 2014-08-06 | Completed | 33% | $46.13 | $44.48 | -3.57% | Signal |
| 2014-06-18 | 2014-07-16 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2012-09-10 | 2014-06-18 | Completed | 33% | $32.03 | $46.40 | 44.86% | Signal |
| 2012-06-25 | 2012-09-10 | Interest | 33% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2011-12-27 | 2012-06-25 | Completed | 33% | $28.02 | $28.57 | 1.96% | Signal |
| 2011-10-04 | 2012-03-16 | Interest | 34% | $1.00 | $1.01 | 0.90% | Interest Income |
| 2011-08-05 | 2011-12-27 | Interest | 33% | $1.00 | $1.01 | 0.81% | Interest Income |
| 2011-08-29 | 2011-10-04 | Completed | 34% | $25.49 | $22.30 | -12.51% | 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% | $22.99 | $25.14 | 9.33% | Stop |
| 2010-12-13 | 2011-08-05 | Completed | 34% | $27.38 | $26.65 | -2.64% | Stop |
| 2010-10-25 | 2011-08-05 | Completed | 33% | $24.93 | $26.65 | 6.92% | Stop |
| 2010-11-18 | 2010-12-13 | Interest | 34% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2010-06-01 | 2010-11-18 | Completed | 34% | $22.99 | $25.16 | 9.42% | Signal |
| 2010-08-02 | 2010-10-25 | Interest | 33% | $1.00 | $1.01 | 0.61% | Interest Income |
| 2010-06-01 | 2010-08-02 | Completed | 33% | $22.99 | $23.38 | 1.67% | 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 |
| 2010-03-22 | 2010-05-07 | Completed | 33% | $23.46 | $23.48 | 0.07% | Stop |
| 2009-08-19 | 2010-05-07 | Completed | 34% | $19.03 | $23.48 | 23.41% | Stop |
| 2009-05-29 | 2010-05-07 | Completed | 33% | $17.03 | $23.48 | 37.84% | Stop |
| 2010-02-24 | 2010-03-22 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2010-02-19 | 2010-02-24 | Completed | 33% | $21.86 | $21.93 | 0.35% | 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% | $20.57 | $21.31 | 3.60% | Signal |
| 2008-05-22 | 2009-09-15 | Interest | 33% | $1.00 | $1.04 | 4.49% | Interest Income |
| 2007-11-21 | 2009-08-19 | Interest | 34% | $1.00 | $1.06 | 6.17% | Interest Income |
| 2008-09-05 | 2009-05-29 | Interest | 33% | $1.00 | $1.02 | 2.23% | Interest Income |
| 2008-06-09 | 2008-09-05 | Completed | 33% | $25.14 | $24.20 | -3.72% | Signal |
| 2007-08-17 | 2008-06-09 | Interest | 33% | $1.00 | $1.03 | 3.22% | Interest Income |
| 2008-01-31 | 2008-05-22 | Completed | 33% | $23.04 | $24.76 | 7.48% | Signal |
| 2008-01-08 | 2008-01-31 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2003-12-23 | 2008-01-08 | Completed | 33% | $16.62 | $24.04 | 44.68% | Stop |
| 2007-09-11 | 2007-11-21 | Completed | 34% | $26.03 | $24.75 | -4.91% | Stop |
| 2007-08-17 | 2007-09-11 | Interest | 34% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2007-01-22 | 2007-08-17 | Completed | 34% | $25.32 | $26.52 | 4.73% | Stop |
| 2006-10-31 | 2007-08-17 | Completed | 33% | $24.88 | $26.52 | 6.59% | Stop |
| 2006-10-06 | 2007-01-22 | Interest | 34% | $1.00 | $1.01 | 1.29% | Interest Income |
| 2006-09-08 | 2006-10-31 | Interest | 33% | $1.00 | $1.01 | 0.68% | Interest Income |
| 2006-07-07 | 2006-10-06 | Completed | 34% | $23.63 | $23.95 | 1.35% | Signal |
| 2006-09-06 | 2006-09-08 | Completed | 33% | $23.41 | $22.98 | -1.83% | Signal |
| 2006-07-11 | 2006-09-06 | Interest | 33% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2006-07-07 | 2006-07-11 | Completed | 33% | $23.63 | $23.29 | -1.46% | Signal |
| 2006-06-14 | 2006-07-07 | Interest | 33% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2006-06-14 | 2006-07-07 | Interest | 34% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2006-01-11 | 2006-06-14 | Completed | 33% | $23.31 | $22.21 | -4.72% | Stop |
| 2003-07-09 | 2006-06-14 | Completed | 34% | $14.40 | $22.21 | 54.22% | Stop |
| 2005-12-08 | 2006-01-11 | Interest | 33% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2005-07-20 | 2005-12-08 | Completed | 33% | $21.73 | $22.51 | 3.58% | Signal |
| 2005-05-10 | 2005-07-20 | Interest | 33% | $1.00 | $1.01 | 0.78% | Interest Income |
| 2004-10-26 | 2005-05-10 | Completed | 33% | $18.14 | $19.61 | 8.14% | Signal |
| 2004-07-08 | 2004-10-26 | Interest | 33% | $1.00 | $1.01 | 1.28% | Interest Income |
| 2003-05-30 | 2004-07-08 | Completed | 33% | $13.17 | $17.89 | 35.84% | Signal |
| 2003-08-25 | 2003-12-23 | Interest | 33% | $1.00 | $1.01 | 1.41% | Interest Income |
| 2003-08-20 | 2003-08-25 | Completed | 33% | $14.85 | $14.73 | -0.84% | Signal |
| 2003-06-04 | 2003-08-20 | Interest | 33% | $1.00 | $1.01 | 0.81% | Interest Income |
| 2003-06-04 | 2003-07-09 | Interest | 34% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2003-06-02 | 2003-06-04 | Completed | 34% | $13.32 | $13.42 | 0.70% | Signal |
| 2003-06-02 | 2003-06-04 | Completed | 33% | $13.32 | $13.42 | 0.70% | Signal |
| 2002-09-23 | 2003-06-02 | Interest | 34% | $1.00 | $1.03 | 2.66% | Interest Income |
| 2002-07-16 | 2003-06-02 | Interest | 33% | $1.00 | $1.03 | 3.48% | Interest Income |
| 2003-03-10 | 2003-05-30 | Interest | 33% | $1.00 | $1.01 | 0.85% | Interest Income |
| 2003-01-09 | 2003-03-10 | Completed | 33% | $12.32 | $10.98 | -10.83% | Signal |
| 2002-07-05 | 2003-01-09 | Interest | 33% | $1.00 | $1.02 | 2.10% | Interest Income |
| 2002-07-29 | 2002-09-23 | Completed | 34% | $12.09 | $11.54 | -4.59% | Signal |
| 2002-07-05 | 2002-07-29 | Interest | 34% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2002-05-29 | 2002-07-16 | Completed | 33% | $14.99 | $12.54 | -16.31% | Stop |
| 2002-05-29 | 2002-07-05 | Completed | 33% | $14.99 | $13.31 | -11.19% | Stop |
| 2002-05-29 | 2002-07-05 | Completed | 34% | $14.99 | $13.31 | -11.19% | 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 |
| 2002-05-24 | 2002-05-29 | Interest | 33% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
