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 | 30.73% | 29.16% | 6.54% | 11.76% | 13.65% | 14.74% | 9.67% | 10.16% |
| Sharpe Ratio | 2.14 | 2.06 | 0.45 | 0.65 | 0.90 | 0.76 | 0.70 | 0.51 |
| Max Drawdown | -8.86% | -8.86% | -20.33% | -25.20% | -20.33% | -34.60% | -25.25% | -55.38% |
| % Time Invested | 99.6% | 100.0% | 74.6% | 100.0% | 82.4% | 100.0% | 77.5% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.8 | 0.0 | 0.7 | 0.0 | 0.7 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-30 | Open | Open | 100% | $297.52 | $388.87 | 30.70% | Mark-to-Market |
| 2025-04-07 | 2025-04-30 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-07 | 2025-04-07 | Completed | 100% | $244.07 | $265.34 | 8.72% | Stop |
| 2023-11-10 | 2023-12-07 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2023-11-08 | 2023-11-10 | Completed | 100% | $233.00 | $231.91 | -0.47% | Signal |
| 2022-11-04 | 2023-11-08 | Interest | 100% | $1.00 | $1.04 | 3.91% | Interest Income |
| 2022-10-18 | 2022-11-04 | Completed | 100% | $197.71 | $198.81 | 0.56% | Signal |
| 2022-09-26 | 2022-10-18 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-05-25 | 2022-09-26 | Completed | 100% | $205.03 | $193.02 | -5.85% | Stop |
| 2022-05-03 | 2022-05-25 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-03-24 | 2022-05-03 | Completed | 100% | $119.42 | $217.82 | 82.39% | 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% | $129.37 | $152.39 | 17.79% | Stop |
| 2018-12-20 | 2019-01-15 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-09-29 | 2018-12-20 | Completed | 100% | $104.43 | $124.36 | 19.09% | Stop |
| 2016-05-20 | 2016-09-29 | Interest | 100% | $1.00 | $1.01 | 0.58% | Interest Income |
| 2015-09-17 | 2016-05-20 | Completed | 100% | $94.61 | $97.60 | 3.16% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-31 | 2015-08-25 | Completed | 100% | $53.15 | $92.33 | 73.73% | 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% | $45.86 | $49.30 | 7.49% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-04-08 | 2010-05-07 | Completed | 100% | $49.82 | $47.54 | -4.56% | Stop |
| 2010-03-16 | 2010-04-08 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2010-03-09 | 2010-03-16 | Completed | 100% | $47.86 | $48.67 | 1.69% | Signal |
| 2009-09-18 | 2010-03-09 | Interest | 100% | $1.00 | $1.02 | 1.63% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 100% | $43.75 | $44.64 | 2.04% | Signal |
| 2009-07-29 | 2009-09-15 | Interest | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2009-07-22 | 2009-07-29 | Completed | 100% | $39.26 | $40.27 | 2.60% | Signal |
| 2008-07-03 | 2009-07-22 | Interest | 100% | $1.00 | $1.03 | 3.46% | Interest Income |
| 2008-02-13 | 2008-07-03 | Completed | 100% | $54.28 | $51.21 | -5.64% | Signal |
| 2008-01-22 | 2008-02-13 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2004-01-21 | 2008-01-22 | Completed | 100% | $41.64 | $49.74 | 19.45% | Stop |
| 2002-05-17 | 2004-01-21 | Interest | 100% | $1.00 | $1.07 | 6.98% | Interest Income |
Return Distribution Analysis
