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 | 15.20% | 36.69% | 9.70% | 13.70% | 15.18% | 17.40% | 9.62% | 11.29% |
| Sharpe Ratio | 0.98 | 1.93 | 0.66 | 0.61 | 0.98 | 0.78 | 0.72 | 0.55 |
| Max Drawdown | -13.75% | -13.75% | -21.09% | -32.72% | -21.09% | -32.72% | -21.09% | -49.22% |
| % Time Invested | 80.2% | 100.0% | 70.3% | 100.0% | 79.6% | 100.0% | 74.3% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 0.8 | 0.0 | 0.8 | 0.0 | 0.9 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-10 | Open | Interest | 100% | $1.00 | $1.00 | 0.23% | Mark-to-Market |
| 2025-06-20 | 2026-04-10 | Completed | 100% | $105.50 | $120.51 | 14.23% | Signal |
| 2025-04-01 | 2025-06-20 | Interest | 100% | $1.00 | $1.01 | 0.94% | 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 |
| 2023-04-10 | 2024-08-06 | Completed | 100% | $62.53 | $84.58 | 35.26% | Stop |
| 2022-03-09 | 2023-04-10 | Interest | 100% | $1.00 | $1.04 | 3.57% | Interest Income |
| 2022-02-16 | 2022-03-09 | Completed | 100% | $72.56 | $68.39 | -5.75% | Signal |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-06-29 | 2022-01-25 | Completed | 100% | $48.53 | $70.75 | 45.78% | Stop |
| 2020-06-05 | 2020-06-29 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-06-03 | 2020-06-05 | Completed | 100% | $48.74 | $49.06 | 0.65% | Signal |
| 2020-04-08 | 2020-06-03 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2020-03-24 | 2020-04-08 | Completed | 100% | $36.36 | $41.27 | 13.50% | 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% | $40.30 | $44.50 | 10.42% | Stop |
| 2018-12-13 | 2019-03-28 | Interest | 100% | $1.00 | $1.01 | 0.75% | Interest Income |
| 2016-04-25 | 2018-12-13 | Completed | 100% | $26.27 | $37.66 | 43.37% | Signal |
| 2016-02-01 | 2016-04-25 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2015-11-30 | 2016-02-01 | Completed | 100% | $26.74 | $24.63 | -7.88% | Signal |
| 2015-09-28 | 2015-11-30 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2015-09-17 | 2015-09-28 | Completed | 100% | $25.16 | $24.27 | -3.57% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-12-23 | 2015-08-25 | Completed | 100% | $14.25 | $24.39 | 71.15% | Stop |
| 2011-09-02 | 2011-12-23 | Interest | 100% | $1.00 | $1.01 | 0.62% | Interest Income |
| 2011-08-31 | 2011-09-02 | Completed | 100% | $13.83 | $13.40 | -3.11% | Signal |
| 2011-08-09 | 2011-08-31 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-10-14 | 2011-08-09 | Completed | 100% | $12.70 | $12.88 | 1.47% | 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% | $12.09 | $12.22 | 1.02% | Signal |
| 2010-07-06 | 2010-09-17 | Interest | 100% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2010-06-01 | 2010-07-06 | Completed | 100% | $11.35 | $11.00 | -3.08% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-06-12 | 2010-05-07 | Completed | 100% | $9.94 | $11.79 | 18.55% | Stop |
| 2008-07-02 | 2009-06-12 | Interest | 100% | $1.00 | $1.03 | 3.09% | Interest Income |
| 2008-06-25 | 2008-07-02 | Completed | 100% | $13.09 | $12.87 | -1.64% | Signal |
| 2008-01-22 | 2008-06-25 | Interest | 100% | $1.00 | $1.02 | 1.60% | Interest Income |
| 2006-10-13 | 2008-01-22 | Completed | 100% | $12.32 | $11.91 | -3.30% | Signal |
| 2006-09-21 | 2006-10-13 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2006-09-19 | 2006-09-21 | Completed | 100% | $11.97 | $11.98 | 0.03% | Signal |
| 2006-06-22 | 2006-09-19 | Interest | 100% | $1.00 | $1.01 | 1.18% | Interest Income |
| 2004-12-01 | 2006-06-22 | Completed | 100% | $10.78 | $11.29 | 4.69% | Signal |
| 2004-08-13 | 2004-12-01 | Interest | 100% | $1.00 | $1.01 | 1.24% | Interest Income |
| 2003-05-08 | 2004-08-13 | Completed | 100% | $8.86 | $9.92 | 12.05% | Signal |
| 2002-05-24 | 2003-05-08 | Interest | 100% | $1.00 | $1.04 | 3.92% | Interest Income |
Return Distribution Analysis
