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 | 3.26% | -67.51% | 8.68% | -14.08% | 15.25% | 2.73% | 9.91% | 5.29% |
| Sharpe Ratio | 0.25 | -0.81 | 0.59 | -0.23 | 0.94 | 0.06 | 0.72 | 0.15 |
| Max Drawdown | -13.14% | -75.79% | -20.13% | -75.79% | -20.13% | -75.79% | -22.83% | -75.79% |
| % Time Invested | 75.0% | 100.0% | 70.9% | 100.0% | 80.5% | 100.0% | 74.1% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 1.2 | 0.0 | 0.9 | 0.0 | 0.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-22 | Open | Interest | 100% | $1.00 | $1.00 | 0.10% | Mark-to-Market |
| 2026-04-20 | 2026-04-22 | Completed | 100% | $475.12 | $474.95 | -0.04% | Signal |
| 2026-03-26 | 2026-04-20 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-06-27 | 2026-03-26 | Completed | 100% | $419.35 | $428.63 | 2.21% | Signal |
| 2025-04-01 | 2025-06-27 | Interest | 100% | $1.00 | $1.01 | 1.02% | 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 |
| 2023-03-08 | 2024-08-06 | Completed | 100% | $227.64 | $331.88 | 45.79% | Stop |
| 2023-01-20 | 2023-03-08 | Interest | 100% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $221.39 | $216.49 | -2.21% | Signal |
| 2022-03-03 | 2023-01-18 | Interest | 100% | $1.00 | $1.03 | 2.78% | Interest Income |
| 2022-02-16 | 2022-03-03 | Completed | 100% | $266.03 | $262.43 | -1.36% | Signal |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-06-03 | 2022-01-25 | Completed | 100% | $180.75 | $258.44 | 42.98% | Stop |
| 2020-04-15 | 2020-06-03 | Interest | 100% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2020-03-24 | 2020-04-15 | Completed | 100% | $132.77 | $157.73 | 18.81% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-03-27 | 2020-03-02 | Completed | 100% | $143.19 | $162.89 | 13.76% | Stop |
| 2018-12-10 | 2019-03-27 | Interest | 100% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2016-04-25 | 2018-12-10 | Completed | 100% | $92.04 | $129.33 | 40.52% | Signal |
| 2016-01-22 | 2016-04-25 | Interest | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2015-12-08 | 2016-01-22 | Completed | 100% | $91.86 | $84.59 | -7.91% | Signal |
| 2015-09-29 | 2015-12-08 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2015-09-17 | 2015-09-29 | Completed | 100% | $88.74 | $83.49 | -5.92% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-01-25 | 2015-08-25 | Completed | 100% | $52.47 | $86.38 | 64.62% | Stop |
| 2011-08-09 | 2012-01-25 | Interest | 100% | $1.00 | $1.01 | 0.94% | Interest Income |
| 2010-10-14 | 2011-08-09 | Completed | 100% | $44.97 | $45.23 | 0.57% | 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% | $42.72 | $43.08 | 0.85% | Signal |
| 2010-07-08 | 2010-09-17 | Interest | 100% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2010-06-01 | 2010-07-08 | Completed | 100% | $40.54 | $40.03 | -1.27% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-06-10 | 2010-05-07 | Completed | 100% | $35.05 | $41.96 | 19.71% | Stop |
| 2008-01-23 | 2009-06-10 | Interest | 100% | $1.00 | $1.05 | 4.77% | Interest Income |
| 2006-10-13 | 2008-01-23 | Completed | 100% | $42.99 | $42.75 | -0.56% | Stop |
| 2006-06-30 | 2006-10-13 | Interest | 100% | $1.00 | $1.01 | 1.39% | Interest Income |
| 2004-12-06 | 2006-06-30 | Completed | 100% | $38.29 | $40.61 | 6.06% | Signal |
| 2004-08-09 | 2004-12-06 | Interest | 100% | $1.00 | $1.01 | 1.35% | Interest Income |
| 2003-05-08 | 2004-08-09 | Completed | 100% | $30.24 | $34.22 | 13.18% | Signal |
| 2002-05-24 | 2003-05-08 | Interest | 100% | $1.00 | $1.04 | 3.92% | Interest Income |
Return Distribution Analysis
