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 | 36.55% | 36.55% | 9.23% | 13.42% | 17.10% | 17.18% | 10.45% | 12.23% |
| Sharpe Ratio | 1.94 | 1.94 | 0.54 | 0.61 | 0.97 | 0.78 | 0.69 | 0.59 |
| Max Drawdown | -13.07% | -13.07% | -25.92% | -32.21% | -25.92% | -32.35% | -25.92% | -51.77% |
| % Time Invested | 100.0% | 100.0% | 70.8% | 100.0% | 84.1% | 100.0% | 78.8% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.4 | 0.0 | 0.9 | 0.0 | 0.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-24 | Open | Open | 100% | $123.75 | $176.12 | 42.32% | Mark-to-Market |
| 2025-04-01 | 2025-04-24 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-08-28 | 2025-04-01 | Completed | 100% | $127.08 | $126.12 | -0.76% | Stop |
| 2024-08-06 | 2024-08-28 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2024-01-03 | 2024-08-06 | Completed | 100% | $100.52 | $116.15 | 15.55% | Stop |
| 2023-11-10 | 2024-01-03 | Interest | 100% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2023-11-08 | 2023-11-10 | Completed | 100% | $95.37 | $95.08 | -0.31% | Signal |
| 2023-07-21 | 2023-11-08 | Interest | 100% | $1.00 | $1.01 | 1.33% | Interest Income |
| 2023-07-19 | 2023-07-21 | Completed | 100% | $98.25 | $97.75 | -0.51% | Signal |
| 2022-11-03 | 2023-07-19 | Interest | 100% | $1.00 | $1.03 | 2.53% | Interest Income |
| 2022-10-17 | 2022-11-03 | Completed | 100% | $78.26 | $77.30 | -1.23% | Signal |
| 2022-09-23 | 2022-10-17 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-05-25 | 2022-09-23 | Completed | 100% | $82.24 | $80.79 | -1.76% | Stop |
| 2022-05-03 | 2022-05-25 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-05-03 | Completed | 100% | $99.99 | $90.49 | -9.50% | Stop |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-24 | 2022-01-25 | Completed | 100% | $49.49 | $97.18 | 96.37% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-15 | 2020-03-02 | Completed | 100% | $50.53 | $61.31 | 21.35% | Stop |
| 2018-12-20 | 2019-01-15 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-03-03 | 2018-12-20 | Completed | 100% | $34.90 | $48.82 | 39.90% | Stop |
| 2016-02-09 | 2016-03-03 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2015-09-17 | 2016-02-09 | Completed | 100% | $35.58 | $31.82 | -10.57% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-31 | 2015-08-25 | Completed | 100% | $19.54 | $34.66 | 77.44% | Stop |
| 2011-08-09 | 2011-08-31 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-09 | Completed | 100% | $16.37 | $18.09 | 10.49% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-09 | 2010-05-07 | Completed | 100% | $17.02 | $16.79 | -1.34% | Stop |
| 2009-11-13 | 2010-03-09 | Interest | 100% | $1.00 | $1.01 | 1.09% | Interest Income |
| 2009-11-11 | 2009-11-13 | Completed | 100% | $16.20 | $16.09 | -0.63% | Signal |
| 2009-07-29 | 2009-11-11 | Interest | 100% | $1.00 | $1.01 | 1.01% | Interest Income |
| 2009-07-21 | 2009-07-29 | Completed | 100% | $14.24 | $14.44 | 1.41% | Signal |
| 2008-08-18 | 2009-07-21 | Interest | 100% | $1.00 | $1.03 | 2.95% | Interest Income |
| 2008-02-14 | 2008-08-18 | Completed | 100% | $18.44 | $18.29 | -0.77% | Signal |
| 2008-01-23 | 2008-02-14 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2005-08-09 | 2008-01-23 | Completed | 100% | $15.95 | $17.17 | 7.67% | Stop |
| 2005-06-22 | 2005-08-09 | Interest | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2004-01-22 | 2005-06-22 | Completed | 100% | $15.27 | $15.61 | 2.25% | Signal |
| 2003-03-25 | 2004-01-22 | Interest | 100% | $1.00 | $1.03 | 3.35% | Interest Income |
| 2003-03-21 | 2003-03-25 | Completed | 100% | $11.40 | $11.20 | -1.75% | Signal |
| 2002-07-26 | 2003-03-21 | Interest | 100% | $1.00 | $1.03 | 2.57% | Interest Income |
Return Distribution Analysis
