IUSG
ISHARES CORE S&P U.S. GROWTH ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IUSG Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 22.03% | 36.55% | 6.75% | 13.42% | 14.36% | 17.18% | 10.11% | 12.23% |
| Sharpe Ratio | 1.45 | 1.94 | 0.46 | 0.61 | 0.92 | 0.78 | 0.76 | 0.59 |
| Max Drawdown | -10.73% | -13.07% | -25.84% | -32.21% | -25.84% | -32.35% | -25.84% | -51.77% |
| % Time Invested | 100.0% | 100.0% | 89.0% | 100.0% | 93.6% | 100.0% | 90.5% | 100.0% |
| Trades / Year | 3.0 | 0.0 | 3.8 | 0.0 | 3.1 | 0.0 | 3.1 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-23 | Open | Open | 34% | $175.96 | $176.12 | 0.09% | Mark-to-Market |
| 2025-04-29 | Open | Open | 33% | $127.83 | $176.12 | 37.78% | Mark-to-Market |
| 2026-04-21 | Open | Interest | 33% | $1.00 | $1.00 | 0.12% | Mark-to-Market |
| 2026-03-31 | 2026-04-23 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2026-04-10 | 2026-04-21 | Completed | 33% | $165.26 | $175.45 | 6.17% | Signal |
| 2026-03-16 | 2026-04-10 | Interest | 33% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2025-05-01 | 2026-03-31 | Completed | 34% | $131.28 | $150.91 | 14.96% | Stop |
| 2025-07-07 | 2026-03-16 | Completed | 33% | $150.47 | $161.19 | 7.12% | Signal |
| 2025-04-08 | 2025-07-07 | Interest | 33% | $1.00 | $1.01 | 1.03% | Interest Income |
| 2025-04-08 | 2025-05-01 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-04 | 2025-04-29 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-02 | 2025-04-08 | Completed | 33% | $125.75 | $119.49 | -4.97% | Stop |
| 2025-04-02 | 2025-04-08 | Completed | 34% | $125.75 | $119.49 | -4.97% | Stop |
| 2024-01-04 | 2025-04-04 | Completed | 33% | $99.85 | $117.64 | 17.82% | Stop |
| 2025-03-11 | 2025-04-02 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-11 | 2025-04-02 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-08-28 | 2025-03-11 | Completed | 33% | $127.08 | $126.20 | -0.69% | Stop |
| 2024-08-28 | 2025-03-11 | Completed | 34% | $127.08 | $126.20 | -0.69% | Stop |
| 2024-08-06 | 2024-08-28 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2024-08-06 | 2024-08-28 | Interest | 34% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2024-01-02 | 2024-08-06 | Completed | 33% | $101.67 | $116.15 | 14.24% | Stop |
| 2023-06-20 | 2024-08-06 | Completed | 34% | $94.32 | $116.15 | 23.15% | Stop |
| 2023-11-10 | 2024-01-04 | Interest | 33% | $1.00 | $1.01 | 0.59% | Interest Income |
| 2023-11-13 | 2024-01-02 | Interest | 33% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2023-03-13 | 2023-11-13 | Completed | 33% | $80.00 | $95.94 | 19.93% | Signal |
| 2023-11-08 | 2023-11-10 | Completed | 33% | $95.37 | $95.08 | -0.31% | Signal |
| 2023-07-21 | 2023-11-08 | Interest | 33% | $1.00 | $1.01 | 1.33% | Interest Income |
| 2023-07-19 | 2023-07-21 | Completed | 33% | $98.25 | $97.75 | -0.51% | Signal |
| 2022-10-31 | 2023-07-19 | Interest | 33% | $1.00 | $1.03 | 2.58% | Interest Income |
| 2022-04-27 | 2023-06-20 | Interest | 34% | $1.00 | $1.04 | 3.94% | Interest Income |
| 2022-11-04 | 2023-03-13 | Interest | 33% | $1.00 | $1.01 | 1.25% | Interest Income |
| 2022-10-05 | 2022-11-04 | Completed | 33% | $81.40 | $78.38 | -3.70% | Signal |
| 2022-10-18 | 2022-10-31 | Completed | 33% | $81.39 | $81.97 | 0.72% | Signal |
| 2022-09-26 | 2022-10-18 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-03-08 | 2022-10-05 | Interest | 33% | $1.00 | $1.02 | 1.69% | Interest Income |
| 2022-06-01 | 2022-09-26 | Completed | 33% | $89.12 | $80.06 | -10.17% | Stop |
| 2022-05-09 | 2022-06-01 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-05-09 | Completed | 33% | $99.99 | $87.13 | -12.86% | Stop |
| 2022-02-15 | 2022-04-27 | Completed | 34% | $99.90 | $90.57 | -9.34% | Stop |
| 2022-02-15 | 2022-03-08 | Completed | 33% | $99.90 | $92.10 | -7.81% | Signal |
| 2022-01-25 | 2022-02-16 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2022-01-24 | 2022-02-15 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2022-01-24 | 2022-02-15 | Interest | 34% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-04-01 | 2022-01-25 | Completed | 33% | $52.61 | $97.18 | 84.73% | Stop |
| 2020-06-19 | 2022-01-24 | Completed | 33% | $68.90 | $96.74 | 40.41% | Stop |
| 2020-03-24 | 2022-01-24 | Completed | 34% | $49.49 | $96.74 | 95.49% | Stop |
| 2020-04-20 | 2020-06-19 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-24 | 2020-04-20 | Completed | 33% | $49.49 | $60.06 | 21.37% | Signal |
| 2020-03-10 | 2020-04-01 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 34% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-16 | 2020-03-10 | Completed | 33% | $51.26 | $58.77 | 14.64% | Stop |
| 2019-06-18 | 2020-03-02 | Completed | 34% | $58.42 | $61.31 | 4.95% | Stop |
| 2019-03-28 | 2020-03-02 | Completed | 33% | $55.86 | $61.31 | 9.76% | Stop |
| 2019-02-14 | 2019-06-18 | Interest | 34% | $1.00 | $1.01 | 0.83% | Interest Income |
| 2018-11-29 | 2019-03-28 | Interest | 33% | $1.00 | $1.01 | 0.85% | Interest Income |
| 2019-01-11 | 2019-02-14 | Completed | 34% | $50.59 | $53.70 | 6.15% | Signal |
| 2018-12-21 | 2019-01-16 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-12-18 | 2019-01-11 | Interest | 34% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2015-09-17 | 2018-12-21 | Completed | 33% | $35.58 | $48.45 | 36.15% | Stop |
| 2016-07-20 | 2018-12-18 | Completed | 34% | $38.14 | $50.21 | 31.64% | Stop |
| 2017-01-25 | 2018-11-29 | Completed | 33% | $40.26 | $53.27 | 32.31% | Signal |
| 2016-12-30 | 2017-01-25 | Interest | 33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2016-05-09 | 2016-12-30 | Completed | 33% | $36.01 | $39.33 | 9.22% | Signal |
| 2016-06-07 | 2016-07-20 | Interest | 34% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2016-06-03 | 2016-06-07 | Completed | 34% | $36.98 | $37.12 | 0.38% | Signal |
| 2015-12-02 | 2016-06-03 | Interest | 34% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2016-01-21 | 2016-05-09 | Interest | 33% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2015-12-23 | 2016-01-21 | Completed | 33% | $36.40 | $33.07 | -9.15% | Stop |
| 2015-08-25 | 2015-12-23 | Interest | 33% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2015-09-17 | 2015-12-02 | Completed | 34% | $35.58 | $37.32 | 4.89% | 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 |
| 2013-02-07 | 2015-08-25 | Completed | 33% | $24.14 | $34.66 | 43.60% | Stop |
| 2012-03-14 | 2015-08-25 | Completed | 34% | $22.62 | $34.66 | 53.25% | Stop |
| 2011-08-31 | 2015-08-25 | Completed | 33% | $19.54 | $34.66 | 77.44% | Stop |
| 2013-01-15 | 2013-02-07 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2012-09-14 | 2013-01-15 | Completed | 33% | $23.57 | $23.56 | -0.04% | Signal |
| 2012-08-22 | 2012-09-14 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2012-08-20 | 2012-08-22 | Completed | 33% | $22.90 | $22.78 | -0.54% | Signal |
| 2012-07-10 | 2012-08-20 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2011-12-28 | 2012-07-10 | Completed | 33% | $20.11 | $22.04 | 9.59% | Signal |
| 2012-02-14 | 2012-03-14 | Interest | 34% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2012-02-10 | 2012-02-14 | Completed | 34% | $21.72 | $21.81 | 0.43% | Signal |
| 2011-10-12 | 2012-02-10 | Interest | 34% | $1.00 | $1.01 | 0.66% | Interest Income |
| 2011-08-03 | 2011-12-28 | Interest | 33% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2011-08-30 | 2011-10-12 | Completed | 34% | $19.32 | $19.29 | -0.16% | Signal |
| 2011-08-09 | 2011-08-31 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-08 | 2011-08-30 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-09 | Completed | 33% | $16.37 | $18.09 | 10.49% | Stop |
| 2010-11-30 | 2011-08-08 | Completed | 34% | $18.48 | $18.52 | 0.20% | Stop |
| 2010-10-14 | 2011-08-03 | Completed | 33% | $18.02 | $20.06 | 11.33% | Signal |
| 2010-09-29 | 2010-11-30 | Interest | 34% | $1.00 | $1.00 | 0.44% | Interest Income |
| 2010-09-22 | 2010-10-14 | Interest | 33% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2010-06-01 | 2010-09-29 | Completed | 34% | $16.37 | $17.48 | 6.80% | Signal |
| 2010-09-17 | 2010-09-22 | Completed | 33% | $17.06 | $17.23 | 1.00% | Signal |
| 2010-07-12 | 2010-09-17 | Interest | 33% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2010-06-01 | 2010-07-12 | Completed | 33% | $16.37 | $16.12 | -1.50% | 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 |
| 2010-03-09 | 2010-05-07 | Completed | 33% | $17.02 | $16.79 | -1.34% | Stop |
| 2009-08-20 | 2010-05-07 | Completed | 34% | $14.61 | $16.79 | 14.97% | Stop |
| 2009-05-13 | 2010-05-07 | Completed | 33% | $12.92 | $16.79 | 29.99% | Stop |
| 2009-11-13 | 2010-03-09 | Interest | 33% | $1.00 | $1.01 | 1.09% | Interest Income |
| 2009-11-11 | 2009-11-13 | Completed | 33% | $16.20 | $16.09 | -0.63% | Signal |
| 2009-07-29 | 2009-11-11 | Interest | 33% | $1.00 | $1.01 | 1.01% | Interest Income |
| 2009-07-29 | 2009-08-20 | Interest | 34% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2009-07-21 | 2009-07-29 | Completed | 34% | $14.24 | $14.44 | 1.41% | Signal |
| 2009-07-21 | 2009-07-29 | Completed | 33% | $14.24 | $14.44 | 1.41% | Signal |
| 2008-08-20 | 2009-07-21 | Interest | 33% | $1.00 | $1.03 | 2.92% | Interest Income |
| 2008-02-29 | 2009-07-21 | Interest | 34% | $1.00 | $1.05 | 4.79% | Interest Income |
| 2008-08-18 | 2009-05-13 | Interest | 33% | $1.00 | $1.02 | 2.28% | Interest Income |
| 2008-02-14 | 2008-08-20 | Completed | 33% | $18.44 | $17.94 | -2.70% | Signal |
| 2008-06-11 | 2008-08-18 | Completed | 33% | $18.92 | $18.29 | -3.31% | Signal |
| 2008-01-18 | 2008-06-11 | Interest | 33% | $1.00 | $1.01 | 1.44% | Interest Income |
| 2008-02-12 | 2008-02-29 | Completed | 34% | $18.18 | $18.18 | 0.02% | Signal |
| 2008-01-23 | 2008-02-14 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2008-01-18 | 2008-02-12 | Interest | 34% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2005-08-10 | 2008-01-23 | Completed | 33% | $16.03 | $17.17 | 7.12% | Stop |
| 2007-11-02 | 2008-01-18 | Completed | 33% | $20.52 | $18.04 | -12.07% | Stop |
| 2007-01-04 | 2008-01-18 | Completed | 34% | $17.86 | $18.04 | 1.00% | Stop |
| 2007-10-11 | 2007-11-02 | Interest | 33% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2006-10-19 | 2007-10-11 | Completed | 33% | $17.27 | $20.80 | 20.48% | Signal |
| 2006-09-08 | 2007-01-04 | Interest | 34% | $1.00 | $1.01 | 1.45% | Interest Income |
| 2006-09-08 | 2006-10-19 | Interest | 33% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2006-09-06 | 2006-09-08 | Completed | 33% | $16.45 | $16.23 | -1.32% | Signal |
| 2006-09-06 | 2006-09-08 | Completed | 34% | $16.45 | $16.23 | -1.32% | Signal |
| 2006-08-08 | 2006-09-06 | Interest | 34% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2006-06-02 | 2006-09-06 | Interest | 33% | $1.00 | $1.01 | 1.29% | Interest Income |
| 2005-02-16 | 2006-08-08 | Completed | 34% | $15.34 | $15.92 | 3.74% | Signal |
| 2005-12-06 | 2006-06-02 | Completed | 33% | $16.64 | $16.59 | -0.29% | Signal |
| 2005-11-11 | 2005-12-06 | Interest | 33% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2005-07-19 | 2005-11-11 | Completed | 33% | $15.87 | $16.28 | 2.57% | Signal |
| 2005-06-22 | 2005-08-10 | Interest | 33% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2005-04-14 | 2005-07-19 | Interest | 33% | $1.00 | $1.01 | 1.06% | Interest Income |
| 2004-01-23 | 2005-06-22 | Completed | 33% | $15.20 | $15.61 | 2.72% | Signal |
| 2004-11-29 | 2005-04-14 | Completed | 33% | $15.13 | $14.84 | -1.92% | Signal |
| 2004-08-25 | 2005-02-16 | Interest | 34% | $1.00 | $1.02 | 1.98% | Interest Income |
| 2004-05-24 | 2004-11-29 | Interest | 33% | $1.00 | $1.02 | 2.21% | Interest Income |
| 2003-06-19 | 2004-08-25 | Completed | 34% | $13.08 | $13.95 | 6.63% | Signal |
| 2003-05-19 | 2004-05-24 | Completed | 33% | $12.13 | $14.48 | 19.37% | Signal |
| 2003-03-25 | 2004-01-23 | Interest | 33% | $1.00 | $1.03 | 3.36% | Interest Income |
| 2003-03-25 | 2003-06-19 | Interest | 34% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2003-03-04 | 2003-05-19 | Interest | 33% | $1.00 | $1.01 | 0.80% | Interest Income |
| 2003-03-21 | 2003-03-25 | Completed | 34% | $11.40 | $11.20 | -1.75% | Signal |
| 2003-03-21 | 2003-03-25 | Completed | 33% | $11.40 | $11.20 | -1.75% | Signal |
| 2002-07-26 | 2003-03-21 | Interest | 34% | $1.00 | $1.03 | 2.57% | Interest Income |
| 2002-07-26 | 2003-03-21 | Interest | 33% | $1.00 | $1.03 | 2.57% | Interest Income |
| 2003-01-02 | 2003-03-04 | Completed | 33% | $11.20 | $10.63 | -5.06% | Signal |
| 2002-07-26 | 2003-01-02 | Interest | 33% | $1.00 | $1.02 | 1.73% | Interest Income |
Return Distribution Analysis
