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 | 20.34% | 35.47% | 0.78% | 5.39% | 6.64% | 10.62% | 7.36% | 9.59% |
| Sharpe Ratio | 1.26 | 1.69 | 0.05 | 0.25 | 0.43 | 0.44 | 0.48 | 0.40 |
| Max Drawdown | -8.68% | -8.68% | -26.17% | -28.02% | -32.87% | -44.36% | -32.87% | -58.15% |
| % Time Invested | 69.0% | 100.0% | 62.4% | 100.0% | 68.2% | 100.0% | 68.6% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.8 | 0.0 | 0.9 | 0.0 | 0.9 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-08-20 | Open | Open | 100% | $113.44 | $134.73 | 18.76% | Mark-to-Market |
| 2025-03-05 | 2025-08-20 | Interest | 100% | $1.00 | $1.02 | 1.98% | Interest Income |
| 2023-12-27 | 2025-03-05 | Completed | 100% | $105.96 | $105.71 | -0.23% | Stop |
| 2023-10-13 | 2023-12-27 | Interest | 100% | $1.00 | $1.01 | 0.88% | Interest Income |
| 2023-07-19 | 2023-10-13 | Completed | 100% | $99.46 | $88.94 | -10.57% | Signal |
| 2023-05-01 | 2023-07-19 | Interest | 100% | $1.00 | $1.01 | 0.78% | Interest Income |
| 2023-04-19 | 2023-05-01 | Completed | 100% | $90.55 | $89.51 | -1.15% | Signal |
| 2023-03-27 | 2023-04-19 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2023-01-06 | 2023-03-27 | Completed | 100% | $90.84 | $90.04 | -0.87% | Stop |
| 2022-01-31 | 2023-01-06 | Interest | 100% | $1.00 | $1.03 | 2.85% | Interest Income |
| 2020-09-02 | 2022-01-31 | Completed | 100% | $68.72 | $97.07 | 41.25% | Stop |
| 2020-03-02 | 2020-09-02 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2019-11-05 | 2020-03-02 | Completed | 100% | $73.65 | $66.34 | -9.92% | Stop |
| 2019-10-14 | 2019-11-05 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2019-07-29 | 2019-10-14 | Completed | 100% | $71.29 | $69.34 | -2.74% | Signal |
| 2019-02-25 | 2019-07-29 | Interest | 100% | $1.00 | $1.01 | 0.99% | Interest Income |
| 2019-02-21 | 2019-02-25 | Completed | 100% | $72.50 | $72.93 | 0.59% | Signal |
| 2018-11-23 | 2019-02-21 | Interest | 100% | $1.00 | $1.01 | 0.64% | Interest Income |
| 2018-11-16 | 2018-11-23 | Completed | 100% | $69.72 | $68.10 | -2.32% | Signal |
| 2018-10-25 | 2018-11-16 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2016-04-28 | 2018-10-25 | Completed | 100% | $49.90 | $67.65 | 35.57% | Stop |
| 2015-08-25 | 2016-04-28 | Interest | 100% | $1.00 | $1.01 | 1.38% | Interest Income |
| 2014-12-12 | 2015-08-25 | Completed | 100% | $46.23 | $46.03 | -0.45% | Stop |
| 2014-10-07 | 2014-12-12 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2012-01-25 | 2014-10-07 | Completed | 100% | $29.48 | $43.49 | 47.55% | Signal |
| 2011-08-08 | 2012-01-25 | Interest | 100% | $1.00 | $1.01 | 0.95% | Interest Income |
| 2010-10-25 | 2011-08-08 | Completed | 100% | $24.93 | $25.14 | 0.84% | Stop |
| 2010-08-17 | 2010-10-25 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 2010-06-01 | 2010-08-17 | Completed | 100% | $22.99 | $21.93 | -4.65% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-06-19 | 2010-05-07 | Completed | 100% | $17.70 | $23.48 | 32.68% | Stop |
| 2008-10-06 | 2009-06-19 | Interest | 100% | $1.00 | $1.02 | 2.15% | Interest Income |
| 2008-09-17 | 2008-10-06 | Completed | 100% | $24.04 | $20.81 | -13.44% | Stop |
| 2007-11-26 | 2008-09-17 | Interest | 100% | $1.00 | $1.03 | 3.10% | Interest Income |
| 2007-10-22 | 2007-11-26 | Completed | 100% | $26.22 | $24.93 | -4.93% | Signal |
| 2007-09-28 | 2007-10-22 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2006-10-27 | 2007-09-28 | Completed | 100% | $24.91 | $27.21 | 9.22% | Signal |
| 2006-09-08 | 2006-10-27 | Interest | 100% | $1.00 | $1.01 | 0.64% | Interest Income |
| 2006-09-06 | 2006-09-08 | Completed | 100% | $23.41 | $22.98 | -1.83% | Signal |
| 2006-07-27 | 2006-09-06 | Interest | 100% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2004-10-06 | 2006-07-27 | Completed | 100% | $18.62 | $22.88 | 22.86% | Signal |
| 2004-09-14 | 2004-10-06 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2003-05-21 | 2004-09-14 | Completed | 100% | $12.37 | $18.06 | 45.91% | Signal |
| 2002-07-12 | 2003-05-21 | Interest | 100% | $1.00 | $1.03 | 3.42% | 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
