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% | 3.63% | 1.88% | 3.29% | 2.28% | 2.97% | 2.16% |
| Sharpe Ratio | 2.14 | 2.14 | 1.68 | 0.67 | 1.53 | 0.90 | 1.41 | 0.88 |
| Max Drawdown | -1.26% | -1.26% | -2.01% | -9.34% | -6.06% | -9.34% | -6.06% | -9.34% |
| % Time Invested | 100.0% | 100.0% | 75.4% | 100.0% | 80.5% | 100.0% | 81.4% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 0.3 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2023-01-27 | Open | Open | 100% | $41.75 | $48.39 | 15.90% | Mark-to-Market |
| 2021-11-03 | 2023-01-27 | Interest | 100% | $1.00 | $1.03 | 3.44% | Interest Income |
| 2018-08-08 | 2021-11-03 | Completed | 100% | $39.41 | $43.95 | 11.53% | Signal |
| 2018-01-23 | 2018-08-08 | Interest | 100% | $1.00 | $1.02 | 1.56% | Interest Income |
| 2017-03-07 | 2018-01-23 | Completed | 100% | $38.94 | $39.32 | 0.99% | Signal |
| 2017-01-03 | 2017-03-07 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 2016-03-11 | 2017-01-03 | Completed | 100% | $38.32 | $38.79 | 1.23% | Signal |
| 2015-12-30 | 2016-03-11 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2014-10-22 | 2015-12-30 | Completed | 100% | $37.85 | $37.87 | 0.08% | Signal |
| 2014-10-20 | 2014-10-22 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
