IWF
ISHARES RUSSELL 1000 GROWTH ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IWF Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | -71.45% | -67.51% | -21.16% | -14.08% | 0.28% | 2.73% | 3.92% | 5.29% |
| Sharpe Ratio | -0.90 | -0.81 | -0.37 | -0.23 | 0.01 | 0.06 | 0.12 | 0.15 |
| Max Drawdown | -78.73% | -75.79% | -78.73% | -75.79% | -78.73% | -75.79% | -78.73% | -75.79% |
| % Time Invested | 93.7% | 100.0% | 70.6% | 100.0% | 84.0% | 100.0% | 78.4% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 2.0 | 0.0 | 1.2 | 0.0 | 0.9 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-22 | Pending | Pending Sell | 100% | $474.95 | — | — | Stop |
| 2026-03-30 | 2026-04-22 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-24 | 2026-03-30 | Completed | 100% | $349.75 | $416.24 | 19.01% | Stop |
| 2025-04-01 | 2025-04-24 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-08-28 | 2025-04-01 | Completed | 100% | $363.44 | $358.08 | -1.48% | Stop |
| 2024-08-06 | 2024-08-28 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2023-12-05 | 2024-08-06 | Completed | 100% | $284.97 | $331.88 | 16.46% | Stop |
| 2023-11-10 | 2023-12-05 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-11-07 | 2023-11-10 | Completed | 100% | $272.64 | $274.28 | 0.60% | Signal |
| 2023-09-08 | 2023-11-07 | Interest | 100% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2023-09-06 | 2023-09-08 | Completed | 100% | $277.55 | $274.20 | -1.20% | Signal |
| 2023-07-21 | 2023-09-06 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2023-07-19 | 2023-07-21 | Completed | 100% | $282.34 | $277.75 | -1.62% | Signal |
| 2023-01-20 | 2023-07-19 | Interest | 100% | $1.00 | $1.02 | 1.77% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $221.39 | $216.49 | -2.21% | Signal |
| 2022-10-20 | 2023-01-18 | Interest | 100% | $1.00 | $1.01 | 0.89% | Interest Income |
| 2022-10-18 | 2022-10-20 | Completed | 100% | $214.49 | $209.86 | -2.16% | 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% | $216.02 | $211.39 | -2.14% | Stop |
| 2022-05-03 | 2022-05-25 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-05-03 | Completed | 100% | $266.03 | $240.80 | -9.49% | 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% | $132.77 | $258.44 | 94.66% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-11 | 2020-03-02 | Completed | 100% | $128.84 | $162.89 | 26.43% | Stop |
| 2018-12-18 | 2019-01-11 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2015-09-17 | 2018-12-18 | Completed | 100% | $88.74 | $126.53 | 42.59% | 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% | $48.81 | $86.38 | 76.97% | 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% | $40.54 | $45.23 | 11.55% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-12 | 2010-05-07 | Completed | 100% | $43.22 | $41.96 | -2.93% | Stop |
| 2009-11-13 | 2010-03-12 | Interest | 100% | $1.00 | $1.01 | 1.14% | Interest Income |
| 2009-11-11 | 2009-11-13 | Completed | 100% | $40.68 | $40.40 | -0.68% | Signal |
| 2009-09-18 | 2009-11-11 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2009-09-14 | 2009-09-18 | Completed | 100% | $37.91 | $39.01 | 2.90% | Signal |
| 2009-07-23 | 2009-09-14 | Interest | 100% | $1.00 | $1.01 | 0.50% | Interest Income |
| 2009-07-21 | 2009-07-23 | Completed | 100% | $35.63 | $35.54 | -0.26% | Signal |
| 2008-08-25 | 2009-07-21 | Interest | 100% | $1.00 | $1.03 | 2.88% | Interest Income |
| 2008-02-14 | 2008-08-25 | Completed | 100% | $46.09 | $45.06 | -2.23% | Signal |
| 2008-01-23 | 2008-02-14 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2005-08-11 | 2008-01-23 | Completed | 100% | $39.89 | $42.75 | 7.18% | Stop |
| 2005-06-20 | 2005-08-11 | Interest | 100% | $1.00 | $1.01 | 0.60% | Interest Income |
| 2004-01-26 | 2005-06-20 | Completed | 100% | $37.87 | $38.78 | 2.41% | Signal |
| 2002-05-24 | 2004-01-26 | Interest | 100% | $1.00 | $1.07 | 6.93% | Interest Income |
Return Distribution Analysis
