IWM
ISHARES RUSSELL 2000 ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IWM Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 28.14% | 40.28% | 0.24% | 4.88% | 6.10% | 10.65% | 6.44% | 8.85% |
| Sharpe Ratio | 1.50 | 1.76 | 0.02 | 0.21 | 0.44 | 0.44 | 0.46 | 0.36 |
| Max Drawdown | -11.03% | -11.03% | -27.28% | -31.91% | -27.28% | -41.13% | -27.28% | -58.64% |
| % Time Invested | 100.0% | 100.0% | 81.2% | 100.0% | 86.5% | 100.0% | 86.8% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 4.0 | 0.0 | 3.8 | 0.0 | 3.5 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-10-07 | Open | Open | 34% | $246.10 | $272.08 | 10.56% | Mark-to-Market |
| 2025-07-18 | Open | Open | 33% | $223.50 | $272.08 | 21.73% | Mark-to-Market |
| 2025-04-01 | Open | Open | 33% | $196.87 | $272.08 | 38.20% | Mark-to-Market |
| 2025-05-13 | 2025-10-07 | Interest | 34% | $1.00 | $1.02 | 1.70% | Interest Income |
| 2025-03-04 | 2025-07-18 | Interest | 33% | $1.00 | $1.02 | 1.60% | Interest Income |
| 2025-04-30 | 2025-05-13 | Completed | 34% | $191.08 | $206.70 | 8.18% | Signal |
| 2025-04-07 | 2025-04-30 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-26 | 2025-04-07 | Completed | 34% | $205.74 | $172.46 | -16.18% | Stop |
| 2025-03-10 | 2025-04-01 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-04 | 2025-03-26 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-04-04 | 2025-03-10 | Completed | 33% | $203.50 | $200.82 | -1.32% | Stop |
| 2024-08-02 | 2025-03-04 | Completed | 33% | $204.85 | $203.28 | -0.77% | Stop |
| 2024-02-20 | 2025-03-04 | Completed | 34% | $194.30 | $203.28 | 4.62% | Stop |
| 2024-07-11 | 2024-08-02 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2024-01-17 | 2024-07-11 | Completed | 33% | $183.55 | $203.92 | 11.10% | Signal |
| 2022-11-03 | 2024-04-04 | Interest | 33% | $1.00 | $1.06 | 5.63% | Interest Income |
| 2023-10-02 | 2024-02-20 | Interest | 34% | $1.00 | $1.02 | 1.63% | Interest Income |
| 2023-10-30 | 2024-01-17 | Interest | 33% | $1.00 | $1.01 | 0.88% | Interest Income |
| 2023-10-26 | 2023-10-30 | Completed | 33% | $159.57 | $159.22 | -0.22% | Signal |
| 2023-10-04 | 2023-10-26 | Interest | 33% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2023-07-26 | 2023-10-04 | Completed | 33% | $188.45 | $166.24 | -11.79% | Stop |
| 2023-09-14 | 2023-10-02 | Completed | 34% | $178.54 | $171.41 | -4.00% | Signal |
| 2023-08-22 | 2023-09-14 | Interest | 34% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2023-07-24 | 2023-08-22 | Completed | 34% | $188.24 | $179.03 | -4.89% | Signal |
| 2023-05-04 | 2023-07-26 | Interest | 33% | $1.00 | $1.01 | 0.82% | Interest Income |
| 2023-05-16 | 2023-07-24 | Interest | 34% | $1.00 | $1.01 | 0.68% | Interest Income |
| 2023-04-10 | 2023-05-16 | Completed | 34% | $166.99 | $167.51 | 0.31% | Signal |
| 2023-04-05 | 2023-05-04 | Completed | 33% | $168.13 | $165.30 | -1.68% | Signal |
| 2022-11-03 | 2023-04-10 | Interest | 34% | $1.00 | $1.02 | 1.53% | Interest Income |
| 2023-03-14 | 2023-04-05 | Interest | 33% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2023-01-26 | 2023-03-14 | Completed | 33% | $181.67 | $171.69 | -5.49% | Stop |
| 2022-11-14 | 2023-01-26 | Interest | 33% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2022-09-30 | 2022-11-14 | Completed | 33% | $158.64 | $177.78 | 12.07% | Signal |
| 2022-11-01 | 2022-11-03 | Completed | 34% | $177.26 | $167.74 | -5.37% | Signal |
| 2022-11-01 | 2022-11-03 | Completed | 33% | $177.26 | $167.74 | -5.37% | Signal |
| 2022-09-06 | 2022-11-01 | Interest | 33% | $1.00 | $1.01 | 0.59% | Interest Income |
| 2021-12-20 | 2022-11-01 | Interest | 34% | $1.00 | $1.02 | 2.37% | Interest Income |
| 2022-01-31 | 2022-09-30 | Interest | 33% | $1.00 | $1.02 | 1.83% | Interest Income |
| 2022-06-02 | 2022-09-06 | Completed | 33% | $175.26 | $172.03 | -1.84% | Signal |
| 2022-05-10 | 2022-06-02 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-14 | 2022-05-10 | Completed | 33% | $191.07 | $168.60 | -11.76% | Stop |
| 2022-01-21 | 2022-02-14 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2022-01-12 | 2022-01-31 | Completed | 33% | $207.07 | $184.21 | -11.04% | Stop |
| 2021-02-08 | 2022-01-21 | Completed | 33% | $210.08 | $189.30 | -9.89% | Stop |
| 2021-12-20 | 2022-01-12 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2021-11-05 | 2021-12-20 | Completed | 33% | $227.84 | $200.98 | -11.79% | Stop |
| 2020-10-05 | 2021-12-20 | Completed | 34% | $144.57 | $200.98 | 39.02% | Stop |
| 2021-09-09 | 2021-11-05 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2020-06-30 | 2021-09-09 | Completed | 33% | $131.14 | $210.55 | 60.56% | Signal |
| 2019-12-30 | 2021-02-08 | Interest | 33% | $1.00 | $1.01 | 1.01% | Interest Income |
| 2020-04-17 | 2020-10-05 | Interest | 34% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2020-03-31 | 2020-06-30 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2020-03-24 | 2020-04-17 | Completed | 34% | $97.52 | $113.26 | 16.13% | Signal |
| 2020-03-24 | 2020-03-31 | Completed | 33% | $97.52 | $106.47 | 9.18% | Signal |
| 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 |
| 2019-11-14 | 2020-03-02 | Completed | 33% | $145.63 | $136.95 | -5.96% | Stop |
| 2019-07-23 | 2020-03-02 | Completed | 34% | $141.77 | $136.95 | -3.40% | Stop |
| 2019-12-26 | 2019-12-30 | Completed | 33% | $154.40 | $153.62 | -0.51% | Signal |
| 2019-08-02 | 2019-12-26 | Interest | 33% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2019-07-25 | 2019-11-14 | Interest | 33% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2019-01-17 | 2019-08-02 | Completed | 33% | $131.50 | $140.91 | 7.16% | Signal |
| 2019-03-28 | 2019-07-25 | Completed | 33% | $138.99 | $144.43 | 3.92% | Signal |
| 2019-02-22 | 2019-07-23 | Interest | 34% | $1.00 | $1.01 | 0.97% | Interest Income |
| 2019-02-22 | 2019-03-28 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2019-02-20 | 2019-02-22 | Completed | 33% | $143.07 | $143.63 | 0.39% | Signal |
| 2019-02-20 | 2019-02-22 | Completed | 34% | $143.07 | $143.63 | 0.39% | Signal |
| 2018-12-20 | 2019-02-20 | Interest | 34% | $1.00 | $1.00 | 0.43% | Interest Income |
| 2018-10-24 | 2019-02-20 | Interest | 33% | $1.00 | $1.01 | 0.89% | Interest Income |
| 2018-12-24 | 2019-01-17 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-20 | 2018-12-24 | Completed | 33% | $134.03 | $116.65 | -12.97% | Stop |
| 2018-11-15 | 2018-12-20 | Completed | 34% | $135.16 | $122.04 | -9.71% | Stop |
| 2018-10-29 | 2018-11-20 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-10-24 | 2018-11-15 | Interest | 34% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2017-01-25 | 2018-10-29 | Completed | 33% | $122.04 | $135.74 | 11.22% | Stop |
| 2016-08-01 | 2018-10-24 | Completed | 34% | $107.18 | $137.83 | 28.60% | Stop |
| 2016-05-10 | 2018-10-24 | Completed | 33% | $98.21 | $137.83 | 40.35% | Stop |
| 2016-11-17 | 2017-01-25 | Interest | 33% | $1.00 | $1.00 | 0.43% | Interest Income |
| 2016-11-15 | 2016-11-17 | Completed | 33% | $114.26 | $115.24 | 0.85% | Signal |
| 2016-03-23 | 2016-11-15 | Interest | 33% | $1.00 | $1.01 | 1.11% | Interest Income |
| 2015-10-21 | 2016-08-01 | Interest | 34% | $1.00 | $1.01 | 1.47% | Interest Income |
| 2015-08-21 | 2016-05-10 | Interest | 33% | $1.00 | $1.01 | 1.45% | Interest Income |
| 2016-02-08 | 2016-03-23 | Completed | 33% | $85.06 | $95.46 | 12.22% | Signal |
| 2016-01-14 | 2016-02-08 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-10-22 | 2016-01-14 | Completed | 33% | $99.89 | $88.44 | -11.46% | Stop |
| 2015-09-30 | 2015-10-22 | Interest | 33% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2015-09-17 | 2015-10-21 | Completed | 34% | $101.79 | $101.21 | -0.57% | Signal |
| 2012-09-20 | 2015-09-30 | Completed | 33% | $70.76 | $94.71 | 33.84% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-02-06 | 2015-08-25 | Completed | 34% | $103.80 | $99.29 | -4.34% | Stop |
| 2014-12-29 | 2015-08-21 | Completed | 33% | $104.26 | $100.23 | -3.86% | Signal |
| 2014-12-31 | 2015-02-06 | Interest | 34% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2014-12-29 | 2014-12-31 | Completed | 34% | $104.26 | $104.40 | 0.14% | Signal |
| 2014-10-08 | 2014-12-29 | Interest | 33% | $1.00 | $1.01 | 0.50% | Interest Income |
| 2014-09-25 | 2014-12-29 | Interest | 34% | $1.00 | $1.01 | 0.59% | Interest Income |
| 2014-08-21 | 2014-10-08 | Completed | 33% | $98.65 | $91.86 | -6.88% | Signal |
| 2012-03-26 | 2014-09-25 | Completed | 34% | $69.26 | $96.21 | 38.91% | Signal |
| 2014-06-05 | 2014-08-21 | Interest | 33% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2012-09-10 | 2014-06-05 | Completed | 33% | $69.97 | $96.42 | 37.81% | Signal |
| 2012-07-16 | 2012-09-20 | Interest | 33% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2012-06-05 | 2012-09-10 | Interest | 33% | $1.00 | $1.00 | 0.43% | Interest Income |
| 2011-10-27 | 2012-07-16 | Completed | 33% | $61.78 | $66.18 | 7.12% | Signal |
| 2011-12-30 | 2012-06-05 | Completed | 33% | $61.11 | $60.59 | -0.86% | Stop |
| 2011-10-04 | 2012-03-26 | Interest | 34% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2011-07-29 | 2011-12-30 | Interest | 33% | $1.00 | $1.01 | 0.88% | Interest Income |
| 2011-10-05 | 2011-10-27 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-30 | 2011-10-05 | Completed | 33% | $58.77 | $53.15 | -9.55% | Stop |
| 2011-08-26 | 2011-10-04 | Completed | 34% | $54.97 | $49.49 | -9.97% | Stop |
| 2011-08-08 | 2011-08-30 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-04 | 2011-08-26 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-18 | 2011-08-08 | Completed | 33% | $53.90 | $56.40 | 4.65% | Stop |
| 2010-11-29 | 2011-08-04 | Completed | 34% | $59.06 | $62.18 | 5.28% | Stop |
| 2010-10-21 | 2011-07-29 | Completed | 33% | $57.12 | $64.34 | 12.64% | Signal |
| 2010-11-04 | 2010-11-29 | Interest | 34% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2010-06-01 | 2010-11-04 | Completed | 34% | $52.80 | $58.98 | 11.71% | Signal |
| 2010-07-29 | 2010-10-21 | Interest | 33% | $1.00 | $1.01 | 0.61% | Interest Income |
| 2010-06-01 | 2010-07-29 | Completed | 33% | $52.80 | $53.06 | 0.50% | Signal |
| 2010-05-26 | 2010-06-18 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 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 |
| 2010-03-19 | 2010-05-26 | Completed | 33% | $54.12 | $51.86 | -4.17% | Stop |
| 2009-08-18 | 2010-05-07 | Completed | 34% | $44.03 | $53.69 | 21.93% | Stop |
| 2009-05-29 | 2010-05-07 | Completed | 33% | $39.26 | $53.69 | 36.75% | Stop |
| 2010-02-24 | 2010-03-19 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2010-02-19 | 2010-02-24 | Completed | 33% | $50.37 | $50.37 | -0.00% | Signal |
| 2009-09-18 | 2010-02-19 | Interest | 33% | $1.00 | $1.01 | 1.46% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 33% | $47.87 | $49.53 | 3.47% | Signal |
| 2008-05-01 | 2009-09-15 | Interest | 33% | $1.00 | $1.05 | 4.72% | Interest Income |
| 2007-11-13 | 2009-08-18 | Interest | 34% | $1.00 | $1.06 | 6.26% | Interest Income |
| 2008-09-09 | 2009-05-29 | Interest | 33% | $1.00 | $1.02 | 2.20% | Interest Income |
| 2008-06-11 | 2008-09-09 | Completed | 33% | $57.11 | $57.47 | 0.63% | Signal |
| 2007-08-17 | 2008-06-11 | Interest | 33% | $1.00 | $1.03 | 3.26% | Interest Income |
| 2008-02-01 | 2008-05-01 | Completed | 33% | $55.67 | $55.87 | 0.35% | Signal |
| 2008-01-09 | 2008-02-01 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2003-12-04 | 2008-01-09 | Completed | 33% | $40.39 | $54.58 | 35.15% | Stop |
| 2007-09-11 | 2007-11-13 | Completed | 34% | $59.89 | $60.04 | 0.24% | Signal |
| 2007-08-17 | 2007-09-11 | Interest | 34% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2007-01-04 | 2007-08-17 | Completed | 34% | $60.21 | $61.47 | 2.08% | Stop |
| 2006-10-23 | 2007-08-17 | Completed | 33% | $58.00 | $61.47 | 5.97% | Stop |
| 2006-10-10 | 2007-01-04 | Interest | 34% | $1.00 | $1.01 | 1.05% | Interest Income |
| 2006-06-14 | 2006-10-23 | Interest | 33% | $1.00 | $1.02 | 1.74% | Interest Income |
| 2006-07-07 | 2006-10-10 | Completed | 34% | $54.83 | $57.04 | 4.04% | Signal |
| 2006-06-14 | 2006-07-07 | Interest | 34% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2006-01-11 | 2006-06-14 | Completed | 33% | $54.05 | $51.15 | -5.37% | Stop |
| 2004-12-31 | 2006-06-14 | Completed | 34% | $48.97 | $51.15 | 4.46% | Stop |
| 2005-12-02 | 2006-01-11 | Interest | 33% | $1.00 | $1.00 | 0.45% | Interest Income |
| 2005-07-21 | 2005-12-02 | Completed | 33% | $51.20 | $52.24 | 2.02% | Signal |
| 2005-04-20 | 2005-07-21 | Interest | 33% | $1.00 | $1.01 | 1.03% | Interest Income |
| 2004-11-05 | 2005-04-20 | Completed | 33% | $45.25 | $44.84 | -0.90% | Signal |
| 2004-12-06 | 2004-12-31 | Interest | 34% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2004-12-02 | 2004-12-06 | Completed | 34% | $48.11 | $48.10 | -0.02% | Signal |
| 2004-09-20 | 2004-12-02 | Interest | 34% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2004-06-04 | 2004-11-05 | Interest | 33% | $1.00 | $1.02 | 1.81% | Interest Income |
| 2004-08-31 | 2004-09-20 | Completed | 34% | $40.79 | $42.71 | 4.70% | Signal |
| 2004-08-09 | 2004-08-31 | Interest | 34% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2003-07-01 | 2004-08-09 | Completed | 34% | $32.89 | $38.95 | 18.46% | Stop |
| 2003-05-22 | 2004-06-04 | Completed | 33% | $30.30 | $42.31 | 39.65% | Signal |
| 2003-08-22 | 2003-12-04 | Interest | 33% | $1.00 | $1.01 | 1.21% | Interest Income |
| 2003-08-20 | 2003-08-22 | Completed | 33% | $35.92 | $36.95 | 2.87% | Signal |
| 2003-06-09 | 2003-08-20 | Interest | 33% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2003-06-09 | 2003-07-01 | Interest | 34% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2003-06-02 | 2003-06-09 | Completed | 34% | $32.81 | $33.35 | 1.63% | Signal |
| 2003-06-02 | 2003-06-09 | Completed | 33% | $32.81 | $33.35 | 1.63% | Signal |
| 2002-09-05 | 2003-06-02 | Interest | 34% | $1.00 | $1.03 | 2.85% | Interest Income |
| 2002-05-24 | 2003-06-02 | Interest | 33% | $1.00 | $1.04 | 4.15% | Interest Income |
| 2003-03-13 | 2003-05-22 | Interest | 33% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2003-01-10 | 2003-03-13 | Completed | 33% | $28.71 | $25.80 | -10.11% | Stop |
| 2002-07-05 | 2003-01-10 | Interest | 33% | $1.00 | $1.02 | 2.12% | Interest Income |
| 2002-07-29 | 2002-09-05 | Completed | 34% | $28.65 | $27.90 | -2.62% | Signal |
| 2002-07-05 | 2002-07-29 | Interest | 34% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2002-05-29 | 2002-07-05 | Completed | 33% | $35.72 | $31.52 | -11.77% | Stop |
| 2002-05-29 | 2002-07-05 | Completed | 34% | $35.72 | $31.52 | -11.77% | Stop |
| 2002-05-24 | 2002-05-29 | Interest | 33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2002-05-24 | 2002-05-29 | Interest | 34% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
