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 | 20.97% | 36.55% | 10.04% | 13.42% | 15.20% | 17.18% | 9.51% | 12.23% |
| Sharpe Ratio | 1.32 | 1.94 | 0.69 | 0.61 | 0.97 | 0.78 | 0.70 | 0.59 |
| Max Drawdown | -13.07% | -13.07% | -21.13% | -32.21% | -21.13% | -32.35% | -25.20% | -51.77% |
| % Time Invested | 81.0% | 100.0% | 70.7% | 100.0% | 80.1% | 100.0% | 74.4% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 0.8 | 0.0 | 0.7 | 0.0 | 0.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-15 | Open | Interest | 100% | $1.00 | $1.00 | 0.18% | Mark-to-Market |
| 2025-06-23 | 2026-04-15 | Completed | 100% | $142.69 | $171.21 | 19.99% | Signal |
| 2025-04-01 | 2025-06-23 | Interest | 100% | $1.00 | $1.01 | 0.95% | 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 |
| 2023-04-04 | 2024-08-06 | Completed | 100% | $87.63 | $116.15 | 32.56% | Stop |
| 2022-03-09 | 2023-04-04 | Interest | 100% | $1.00 | $1.04 | 3.53% | Interest Income |
| 2022-02-16 | 2022-03-09 | Completed | 100% | $99.99 | $93.89 | -6.09% | Signal |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-06-10 | 2022-01-25 | Completed | 100% | $69.32 | $97.18 | 40.19% | Stop |
| 2020-04-07 | 2020-06-10 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-24 | 2020-04-07 | Completed | 100% | $49.49 | $58.05 | 17.30% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-03-28 | 2020-03-02 | Completed | 100% | $55.86 | $61.31 | 9.76% | Stop |
| 2018-12-12 | 2019-03-28 | Interest | 100% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2016-04-27 | 2018-12-12 | Completed | 100% | $36.57 | $52.36 | 43.16% | Signal |
| 2016-01-20 | 2016-04-27 | Interest | 100% | $1.00 | $1.00 | 0.50% | Interest Income |
| 2015-12-10 | 2016-01-20 | Completed | 100% | $36.55 | $32.68 | -10.59% | Signal |
| 2015-09-29 | 2015-12-10 | Interest | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 2015-09-17 | 2015-09-29 | Completed | 100% | $35.58 | $33.33 | -6.33% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-01-26 | 2015-08-25 | Completed | 100% | $21.36 | $34.66 | 62.26% | Stop |
| 2011-08-09 | 2012-01-26 | Interest | 100% | $1.00 | $1.01 | 0.95% | Interest Income |
| 2010-10-14 | 2011-08-09 | Completed | 100% | $18.02 | $18.09 | 0.39% | Stop |
| 2010-09-22 | 2010-10-14 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2010-09-17 | 2010-09-22 | Completed | 100% | $17.06 | $17.23 | 1.00% | Signal |
| 2010-07-12 | 2010-09-17 | Interest | 100% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2010-06-01 | 2010-07-12 | Completed | 100% | $16.37 | $16.12 | -1.50% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-06-10 | 2010-05-07 | Completed | 100% | $14.04 | $16.79 | 19.57% | Stop |
| 2008-01-23 | 2009-06-10 | Interest | 100% | $1.00 | $1.05 | 4.77% | Interest Income |
| 2006-10-18 | 2008-01-23 | Completed | 100% | $17.43 | $17.17 | -1.48% | Stop |
| 2006-09-08 | 2006-10-18 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2006-09-06 | 2006-09-08 | Completed | 100% | $16.45 | $16.23 | -1.32% | Signal |
| 2006-07-05 | 2006-09-06 | Interest | 100% | $1.00 | $1.01 | 0.85% | Interest Income |
| 2004-12-03 | 2006-07-05 | Completed | 100% | $15.36 | $16.23 | 5.67% | Signal |
| 2004-08-06 | 2004-12-03 | Interest | 100% | $1.00 | $1.01 | 1.35% | Interest Income |
| 2003-05-08 | 2004-08-06 | Completed | 100% | $11.99 | $13.65 | 13.86% | Signal |
| 2003-03-25 | 2003-05-08 | Interest | 100% | $1.00 | $1.00 | 0.48% | 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
