IWB
ISHARES RUSSELL 1000 ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IWB Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 20.62% | 29.16% | 7.13% | 11.76% | 12.99% | 14.74% | 9.87% | 10.16% |
| Sharpe Ratio | 1.69 | 2.06 | 0.59 | 0.65 | 1.00 | 0.76 | 0.84 | 0.51 |
| Max Drawdown | -8.86% | -8.86% | -17.88% | -25.20% | -17.88% | -34.60% | -17.88% | -55.38% |
| % Time Invested | 99.6% | 100.0% | 91.4% | 100.0% | 94.8% | 100.0% | 89.6% | 100.0% |
| Trades / Year | 3.0 | 0.0 | 2.2 | 0.0 | 2.5 | 0.0 | 2.5 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-09-11 | Open | Open | 34% | $357.07 | $388.87 | 8.90% | Mark-to-Market |
| 2025-04-30 | Open | Open | 33% | $297.52 | $388.87 | 30.70% | Mark-to-Market |
| 2026-04-06 | Open | Interest | 33% | $1.00 | $1.00 | 0.30% | Mark-to-Market |
| 2025-07-11 | 2026-04-06 | Completed | 33% | $339.73 | $359.80 | 5.91% | Signal |
| 2025-07-17 | 2025-09-11 | Interest | 34% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2025-04-30 | 2025-07-17 | Completed | 34% | $297.52 | $340.32 | 14.38% | Signal |
| 2025-05-06 | 2025-07-11 | Interest | 33% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2025-05-01 | 2025-05-06 | Completed | 33% | $304.44 | $303.41 | -0.34% | Signal |
| 2025-03-28 | 2025-05-01 | Interest | 33% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2025-04-07 | 2025-04-30 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-07 | 2025-04-30 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-12 | 2025-04-07 | Completed | 33% | $247.00 | $265.34 | 7.43% | Stop |
| 2023-04-17 | 2025-04-07 | Completed | 34% | $218.44 | $265.34 | 21.47% | Stop |
| 2024-01-03 | 2025-03-28 | Completed | 33% | $252.82 | $307.18 | 21.50% | Signal |
| 2023-11-07 | 2024-01-03 | Interest | 33% | $1.00 | $1.01 | 0.62% | Interest Income |
| 2023-11-10 | 2023-12-12 | Interest | 33% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2023-11-08 | 2023-11-10 | Completed | 33% | $233.00 | $231.91 | -0.47% | Signal |
| 2022-11-01 | 2023-11-08 | Interest | 33% | $1.00 | $1.04 | 3.96% | Interest Income |
| 2023-01-30 | 2023-11-07 | Completed | 33% | $213.64 | $231.98 | 8.58% | Signal |
| 2022-05-10 | 2023-04-17 | Interest | 34% | $1.00 | $1.03 | 3.19% | Interest Income |
| 2022-02-25 | 2023-01-30 | Interest | 33% | $1.00 | $1.03 | 2.92% | Interest Income |
| 2022-10-24 | 2022-11-01 | Completed | 33% | $198.16 | $205.84 | 3.87% | Signal |
| 2022-09-30 | 2022-10-24 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2022-06-02 | 2022-09-30 | Completed | 33% | $214.20 | $191.02 | -10.82% | Stop |
| 2022-05-10 | 2022-06-02 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-03-21 | 2022-05-10 | Completed | 34% | $233.94 | $211.33 | -9.66% | Stop |
| 2020-04-01 | 2022-05-10 | Completed | 33% | $126.18 | $211.33 | 67.48% | Stop |
| 2022-02-25 | 2022-03-21 | Interest | 34% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-09-25 | 2022-02-25 | Completed | 34% | $167.93 | $225.52 | 34.29% | Stop |
| 2020-06-25 | 2022-02-25 | Completed | 33% | $156.48 | $225.52 | 44.12% | Stop |
| 2020-09-02 | 2020-09-25 | Interest | 34% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2020-08-31 | 2020-09-02 | Completed | 34% | $181.45 | $183.81 | 1.30% | Signal |
| 2020-06-22 | 2020-08-31 | Interest | 34% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-04-08 | 2020-06-25 | Interest | 33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2020-03-24 | 2020-06-22 | Completed | 34% | $119.42 | $159.05 | 33.18% | Signal |
| 2020-03-24 | 2020-04-08 | Completed | 33% | $119.42 | $136.18 | 14.03% | 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% | $130.77 | $144.92 | 10.83% | Stop |
| 2019-06-19 | 2020-03-02 | Completed | 34% | $147.49 | $152.39 | 3.32% | Stop |
| 2019-03-28 | 2020-03-02 | Completed | 33% | $141.40 | $152.39 | 7.78% | Stop |
| 2019-02-01 | 2019-06-19 | Interest | 34% | $1.00 | $1.01 | 0.93% | Interest Income |
| 2018-11-29 | 2019-03-28 | Interest | 33% | $1.00 | $1.01 | 0.85% | Interest Income |
| 2019-01-11 | 2019-02-01 | Completed | 34% | $129.33 | $135.70 | 4.93% | 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 |
| 2016-09-26 | 2018-12-21 | Completed | 33% | $103.74 | $123.33 | 18.89% | Stop |
| 2016-07-12 | 2018-12-18 | Completed | 34% | $102.84 | $127.85 | 24.31% | Stop |
| 2018-07-11 | 2018-11-29 | Completed | 33% | $138.27 | $136.50 | -1.28% | Signal |
| 2018-05-07 | 2018-07-11 | Interest | 33% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2016-05-03 | 2018-05-07 | Completed | 33% | $98.50 | $132.38 | 34.39% | Signal |
| 2016-05-24 | 2016-09-26 | Interest | 33% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2015-10-13 | 2016-07-12 | Interest | 34% | $1.00 | $1.01 | 1.43% | Interest Income |
| 2015-09-17 | 2016-05-24 | Completed | 33% | $94.61 | $98.19 | 3.78% | Signal |
| 2016-01-21 | 2016-05-03 | Interest | 33% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2015-12-24 | 2016-01-21 | Completed | 33% | $97.55 | $88.01 | -9.78% | Stop |
| 2015-08-21 | 2015-12-24 | Interest | 33% | $1.00 | $1.01 | 0.75% | Interest Income |
| 2015-09-17 | 2015-10-13 | Completed | 34% | $94.61 | $95.09 | 0.51% | 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 |
| 2012-03-16 | 2015-08-25 | Completed | 34% | $61.82 | $92.33 | 49.36% | Stop |
| 2011-08-31 | 2015-08-25 | Completed | 33% | $53.15 | $92.33 | 73.73% | Stop |
| 2012-09-05 | 2015-08-21 | Completed | 33% | $62.22 | $95.26 | 53.11% | Signal |
| 2012-07-06 | 2012-09-05 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2011-12-28 | 2012-07-06 | Completed | 33% | $55.28 | $59.83 | 8.24% | Signal |
| 2011-10-06 | 2012-03-16 | Interest | 34% | $1.00 | $1.01 | 0.89% | Interest Income |
| 2011-07-29 | 2011-12-28 | Interest | 33% | $1.00 | $1.01 | 0.87% | Interest Income |
| 2011-08-30 | 2011-10-06 | Completed | 34% | $52.43 | $49.68 | -5.25% | 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% | $45.86 | $49.30 | 7.49% | Stop |
| 2010-12-09 | 2011-08-08 | Completed | 34% | $53.12 | $50.65 | -4.65% | Stop |
| 2010-10-14 | 2011-07-29 | Completed | 33% | $50.28 | $56.10 | 11.58% | Signal |
| 2010-10-01 | 2010-12-09 | Interest | 34% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2010-07-13 | 2010-10-14 | Interest | 33% | $1.00 | $1.01 | 0.70% | Interest Income |
| 2010-06-01 | 2010-10-01 | Completed | 34% | $45.86 | $49.10 | 7.06% | Signal |
| 2010-06-01 | 2010-07-13 | Completed | 33% | $45.86 | $46.23 | 0.79% | 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 |
| 2010-04-08 | 2010-05-07 | Completed | 33% | $49.82 | $47.54 | -4.56% | Stop |
| 2009-08-20 | 2010-05-07 | Completed | 34% | $41.41 | $47.54 | 14.81% | Stop |
| 2009-05-29 | 2010-05-07 | Completed | 33% | $37.55 | $47.54 | 26.61% | Stop |
| 2010-03-16 | 2010-04-08 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2010-03-09 | 2010-03-16 | Completed | 33% | $47.86 | $48.67 | 1.69% | Signal |
| 2009-09-18 | 2010-03-09 | Interest | 33% | $1.00 | $1.02 | 1.63% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 33% | $43.75 | $44.64 | 2.04% | Signal |
| 2009-07-29 | 2009-09-15 | Interest | 33% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2009-07-29 | 2009-08-20 | Interest | 34% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2009-07-22 | 2009-07-29 | Completed | 34% | $39.26 | $40.27 | 2.60% | Signal |
| 2009-07-22 | 2009-07-29 | Completed | 33% | $39.26 | $40.27 | 2.60% | Signal |
| 2008-07-09 | 2009-07-22 | Interest | 33% | $1.00 | $1.03 | 3.42% | Interest Income |
| 2008-01-04 | 2009-07-22 | Interest | 34% | $1.00 | $1.05 | 5.38% | Interest Income |
| 2008-07-29 | 2009-05-29 | Interest | 33% | $1.00 | $1.03 | 2.65% | Interest Income |
| 2008-06-16 | 2008-07-29 | Completed | 33% | $54.64 | $50.10 | -8.31% | Signal |
| 2008-02-14 | 2008-07-09 | Completed | 33% | $54.56 | $51.41 | -5.78% | Signal |
| 2008-01-02 | 2008-06-16 | Interest | 33% | $1.00 | $1.02 | 1.68% | Interest Income |
| 2008-01-23 | 2008-02-14 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2004-01-22 | 2008-01-23 | Completed | 33% | $42.02 | $50.59 | 20.40% | Stop |
| 2006-11-22 | 2008-01-04 | Completed | 34% | $54.65 | $57.04 | 4.37% | Signal |
| 2007-12-04 | 2008-01-02 | Completed | 33% | $58.22 | $58.34 | 0.21% | Signal |
| 2007-09-14 | 2007-12-04 | Interest | 33% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2006-10-05 | 2007-09-14 | Completed | 33% | $52.15 | $58.11 | 11.44% | Signal |
| 2006-10-02 | 2006-11-22 | Interest | 34% | $1.00 | $1.01 | 0.67% | Interest Income |
| 2006-06-23 | 2006-10-05 | Interest | 33% | $1.00 | $1.01 | 1.38% | Interest Income |
| 2005-01-10 | 2006-10-02 | Completed | 34% | $43.96 | $51.65 | 17.49% | Signal |
| 2005-12-22 | 2006-06-23 | Completed | 33% | $48.54 | $48.16 | -0.77% | Signal |
| 2005-11-10 | 2005-12-22 | Interest | 33% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2005-07-18 | 2005-11-10 | Completed | 33% | $46.36 | $46.72 | 0.79% | Signal |
| 2005-05-04 | 2005-07-18 | Interest | 33% | $1.00 | $1.01 | 0.81% | Interest Income |
| 2004-12-02 | 2005-05-04 | Completed | 33% | $44.16 | $43.79 | -0.86% | Signal |
| 2004-11-09 | 2005-01-10 | Interest | 34% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2004-11-09 | 2004-12-02 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2004-11-04 | 2004-11-09 | Completed | 33% | $42.26 | $43.10 | 1.97% | Signal |
| 2004-11-04 | 2004-11-09 | Completed | 34% | $42.26 | $43.10 | 1.97% | Signal |
| 2004-09-29 | 2004-11-04 | Interest | 34% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2004-06-01 | 2004-11-04 | Interest | 33% | $1.00 | $1.02 | 1.85% | Interest Income |
| 2003-06-18 | 2004-09-29 | Completed | 34% | $36.17 | $40.90 | 13.07% | Signal |
| 2003-05-22 | 2004-06-01 | Completed | 33% | $33.05 | $41.15 | 24.53% | Signal |
| 2002-05-17 | 2004-01-22 | Interest | 33% | $1.00 | $1.07 | 7.00% | Interest Income |
| 2002-05-17 | 2003-06-18 | Interest | 34% | $1.00 | $1.04 | 4.41% | Interest Income |
| 2003-03-13 | 2003-05-22 | Interest | 33% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2003-03-11 | 2003-03-13 | Completed | 33% | $28.93 | $29.15 | 0.76% | Signal |
| 2003-02-14 | 2003-03-11 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2003-01-06 | 2003-02-14 | Completed | 33% | $32.41 | $29.15 | -10.06% | Stop |
| 2002-05-17 | 2003-01-06 | Interest | 33% | $1.00 | $1.03 | 2.69% | Interest Income |
Return Distribution Analysis
