ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
ISTB Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 3.93% | 3.93% | 2.87% | 1.88% | 2.79% | 2.28% | 2.70% | 2.16% |
| Sharpe Ratio | 2.14 | 2.14 | 2.24 | 0.67 | 1.72 | 0.90 | 1.78 | 0.88 |
| Max Drawdown | -1.26% | -1.26% | -2.27% | -9.34% | -6.06% | -9.34% | -6.06% | -9.34% |
| % Time Invested | 100.0% | 100.0% | 48.5% | 100.0% | 45.5% | 100.0% | 39.5% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.2 | 0.0 | 0.4 | 0.0 | 0.3 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2024-08-29 | Open | Open | 100% | $45.14 | $48.39 | 7.20% | Mark-to-Market |
| 2024-08-07 | 2024-08-29 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2024-08-05 | 2024-08-07 | Completed | 100% | $45.08 | $44.90 | -0.39% | Signal |
| 2022-01-28 | 2024-08-05 | Interest | 100% | $1.00 | $1.10 | 9.53% | Interest Income |
| 2019-08-22 | 2022-01-28 | Completed | 100% | $41.78 | $43.31 | 3.65% | Signal |
| 2019-06-05 | 2019-08-22 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2019-06-03 | 2019-06-05 | Completed | 100% | $41.18 | $41.25 | 0.16% | Signal |
| 2017-06-29 | 2019-06-03 | Interest | 100% | $1.00 | $1.05 | 5.20% | Interest Income |
| 2017-01-24 | 2017-06-29 | Completed | 100% | $38.93 | $39.34 | 1.07% | Signal |
| 2014-10-20 | 2017-01-24 | Interest | 100% | $1.00 | $1.05 | 4.62% | Interest Income |
Return Distribution Analysis
