IVW
ISHARES S&P 500 GROWTH ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IVW Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 36.69% | 36.69% | 9.55% | 13.70% | 17.20% | 17.40% | 10.99% | 11.29% |
| Sharpe Ratio | 1.93 | 1.93 | 0.54 | 0.61 | 0.96 | 0.78 | 0.74 | 0.55 |
| Max Drawdown | -13.75% | -13.75% | -27.36% | -32.72% | -27.36% | -32.72% | -27.36% | -49.22% |
| % Time Invested | 100.0% | 100.0% | 70.7% | 100.0% | 84.1% | 100.0% | 78.5% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.2 | 0.0 | 0.8 | 0.0 | 0.7 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-24 | Open | Open | 100% | $90.29 | $128.85 | 42.71% | 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% | $92.60 | $92.06 | -0.58% | 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% | $72.75 | $84.58 | 16.26% | 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% | $69.20 | $68.99 | -0.30% | Signal |
| 2022-11-04 | 2023-11-08 | Interest | 100% | $1.00 | $1.04 | 3.91% | Interest Income |
| 2022-10-17 | 2022-11-04 | Completed | 100% | $56.62 | $56.48 | -0.24% | Signal |
| 2022-09-23 | 2022-10-17 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-05-24 | 2022-09-23 | Completed | 100% | $60.04 | $58.64 | -2.34% | Stop |
| 2022-05-02 | 2022-05-24 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-05-02 | Completed | 100% | $72.56 | $64.86 | -10.62% | 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% | $36.36 | $70.75 | 94.55% | 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% | $36.44 | $44.50 | 22.13% | Stop |
| 2018-12-20 | 2019-01-15 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2015-09-17 | 2018-12-20 | Completed | 100% | $25.16 | $35.18 | 39.82% | 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% | $13.83 | $24.39 | 76.33% | 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% | $11.35 | $12.88 | 13.51% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-19 | 2010-05-07 | Completed | 100% | $12.22 | $11.79 | -3.56% | Stop |
| 2009-11-13 | 2010-03-19 | Interest | 100% | $1.00 | $1.01 | 1.21% | Interest Income |
| 2009-11-11 | 2009-11-13 | Completed | 100% | $11.68 | $11.57 | -0.94% | Signal |
| 2009-09-18 | 2009-11-11 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 100% | $10.95 | $11.16 | 1.89% | Signal |
| 2009-07-24 | 2009-09-15 | Interest | 100% | $1.00 | $1.00 | 0.50% | Interest Income |
| 2009-07-22 | 2009-07-24 | Completed | 100% | $10.10 | $10.28 | 1.77% | Signal |
| 2008-07-29 | 2009-07-22 | Interest | 100% | $1.00 | $1.03 | 3.19% | Interest Income |
| 2008-02-14 | 2008-07-29 | Completed | 100% | $12.80 | $12.24 | -4.33% | Signal |
| 2008-01-23 | 2008-02-14 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2004-02-03 | 2008-01-23 | Completed | 100% | $10.72 | $11.96 | 11.55% | Stop |
| 2002-05-24 | 2004-02-03 | Interest | 100% | $1.00 | $1.07 | 7.03% | Interest Income |
Return Distribution Analysis
