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 | 35.34% | 35.47% | 0.54% | 5.39% | 0.66% | 10.62% | 4.70% | 9.59% |
| Sharpe Ratio | 1.92 | 1.69 | 0.03 | 0.25 | 0.05 | 0.44 | 0.30 | 0.40 |
| Max Drawdown | -7.51% | -8.68% | -32.02% | -28.02% | -45.56% | -44.36% | -45.56% | -58.15% |
| % Time Invested | 70.6% | 100.0% | 58.3% | 100.0% | 56.8% | 100.0% | 66.8% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 1.2 | 0.0 | 1.1 | 0.0 | 1.0 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-03-20 | Open | Open | 100% | $122.68 | $134.73 | 9.82% | Mark-to-Market |
| 2025-12-04 | 2026-03-20 | Interest | 100% | $1.00 | $1.01 | 1.17% | Interest Income |
| 2025-05-01 | 2025-12-04 | Completed | 100% | $99.34 | $120.96 | 21.76% | Signal |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-27 | 2025-04-08 | Completed | 100% | $105.19 | $94.92 | -9.76% | Stop |
| 2025-03-05 | 2025-03-27 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-04-17 | 2025-03-05 | Completed | 100% | $100.24 | $105.71 | 5.46% | Stop |
| 2022-10-21 | 2024-04-17 | Interest | 100% | $1.00 | $1.06 | 5.94% | Interest Income |
| 2022-10-17 | 2022-10-21 | Completed | 100% | $85.84 | $85.48 | -0.42% | Signal |
| 2022-09-23 | 2022-10-17 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-06-03 | 2022-09-23 | Completed | 100% | $95.94 | $84.28 | -12.15% | Stop |
| 2022-05-11 | 2022-06-03 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-23 | 2022-05-11 | Completed | 100% | $98.75 | $89.78 | -9.09% | Stop |
| 2022-01-31 | 2022-02-23 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2021-03-16 | 2022-01-31 | Completed | 100% | $105.66 | $97.07 | -8.13% | Stop |
| 2021-02-12 | 2021-03-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2021-02-10 | 2021-02-12 | Completed | 100% | $98.85 | $97.76 | -1.10% | Signal |
| 2019-08-15 | 2021-02-10 | Interest | 100% | $1.00 | $1.02 | 1.67% | Interest Income |
| 2019-01-16 | 2019-08-15 | Completed | 100% | $66.13 | $67.05 | 1.39% | Signal |
| 2018-12-21 | 2019-01-16 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-16 | 2018-12-21 | Completed | 100% | $69.72 | $60.93 | -12.61% | Stop |
| 2018-10-25 | 2018-11-16 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2016-11-15 | 2018-10-25 | Completed | 100% | $56.43 | $67.65 | 19.89% | Stop |
| 2016-05-06 | 2016-11-15 | Interest | 100% | $1.00 | $1.01 | 0.88% | Interest Income |
| 2016-02-08 | 2016-05-06 | Completed | 100% | $42.32 | $48.11 | 13.69% | Signal |
| 2016-01-14 | 2016-02-08 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-14 | Completed | 100% | $47.83 | $42.99 | -10.11% | 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% | $27.73 | $46.03 | 65.97% | Stop |
| 2011-10-05 | 2011-10-27 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-30 | 2011-10-05 | Completed | 100% | $26.12 | $24.06 | -7.87% | Stop |
| 2011-08-08 | 2011-08-30 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-08 | Completed | 100% | $22.99 | $25.14 | 9.33% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-22 | 2010-05-07 | Completed | 100% | $23.46 | $23.48 | 0.07% | Stop |
| 2010-02-24 | 2010-03-22 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2010-02-19 | 2010-02-24 | Completed | 100% | $21.86 | $21.93 | 0.35% | 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% | $20.57 | $21.31 | 3.60% | Signal |
| 2008-05-15 | 2009-09-15 | Interest | 100% | $1.00 | $1.05 | 4.57% | Interest Income |
| 2008-01-30 | 2008-05-15 | Completed | 100% | $23.56 | $24.96 | 5.93% | Signal |
| 2008-01-07 | 2008-01-30 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2003-12-19 | 2008-01-07 | Completed | 100% | $16.52 | $24.00 | 45.33% | Stop |
| 2003-08-25 | 2003-12-19 | Interest | 100% | $1.00 | $1.01 | 1.38% | Interest Income |
| 2003-08-20 | 2003-08-25 | Completed | 100% | $14.85 | $14.73 | -0.84% | Signal |
| 2003-06-04 | 2003-08-20 | Interest | 100% | $1.00 | $1.01 | 0.81% | Interest Income |
| 2003-06-02 | 2003-06-04 | Completed | 100% | $13.32 | $13.42 | 0.70% | Signal |
| 2002-08-07 | 2003-06-02 | Interest | 100% | $1.00 | $1.03 | 3.19% | Interest Income |
| 2002-08-05 | 2002-08-07 | Completed | 100% | $11.62 | $11.99 | 3.19% | Signal |
| 2002-07-12 | 2002-08-05 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2002-05-29 | 2002-07-12 | Completed | 100% | $14.99 | $12.88 | -14.09% | Stop |
| 2002-05-24 | 2002-05-29 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
