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 | 40.58% | 40.28% | 0.29% | 4.88% | 1.20% | 10.65% | 4.26% | 8.85% |
| Sharpe Ratio | 1.77 | 1.76 | 0.02 | 0.21 | 0.08 | 0.44 | 0.27 | 0.36 |
| Max Drawdown | -11.03% | -11.03% | -34.84% | -31.91% | -41.20% | -41.13% | -41.20% | -58.64% |
| % Time Invested | 99.2% | 100.0% | 63.9% | 100.0% | 58.1% | 100.0% | 65.5% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.0 | 0.0 | 1.1 | 0.0 | 1.0 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-05-01 | Open | Open | 100% | $193.62 | $272.08 | 40.52% | Mark-to-Market |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-27 | 2025-04-08 | Completed | 100% | $203.14 | $183.71 | -9.57% | Stop |
| 2025-03-05 | 2025-03-27 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-04-02 | 2025-03-05 | Completed | 100% | $201.25 | $203.79 | 1.26% | Stop |
| 2022-11-03 | 2024-04-02 | Interest | 100% | $1.00 | $1.06 | 5.59% | Interest Income |
| 2022-11-01 | 2022-11-03 | Completed | 100% | $177.26 | $167.74 | -5.37% | Signal |
| 2022-09-08 | 2022-11-01 | Interest | 100% | $1.00 | $1.01 | 0.56% | Interest Income |
| 2022-06-02 | 2022-09-08 | Completed | 100% | $175.26 | $172.01 | -1.85% | Signal |
| 2022-05-10 | 2022-06-02 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-11 | 2022-05-10 | Completed | 100% | $192.98 | $168.60 | -12.63% | Stop |
| 2022-01-20 | 2022-02-11 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2021-02-08 | 2022-01-20 | Completed | 100% | $210.08 | $194.62 | -7.36% | Stop |
| 2019-12-30 | 2021-02-08 | Interest | 100% | $1.00 | $1.01 | 1.01% | Interest Income |
| 2019-12-26 | 2019-12-30 | Completed | 100% | $154.40 | $153.62 | -0.51% | Signal |
| 2019-07-30 | 2019-12-26 | Interest | 100% | $1.00 | $1.01 | 0.71% | Interest Income |
| 2019-01-16 | 2019-07-30 | Completed | 100% | $131.22 | $142.49 | 8.59% | Signal |
| 2018-12-21 | 2019-01-16 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-16 | 2018-12-21 | Completed | 100% | $137.09 | $120.90 | -11.81% | Stop |
| 2018-10-25 | 2018-11-16 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2017-01-25 | 2018-10-25 | Completed | 100% | $122.04 | $133.55 | 9.43% | Stop |
| 2016-11-17 | 2017-01-25 | Interest | 100% | $1.00 | $1.00 | 0.43% | Interest Income |
| 2016-11-15 | 2016-11-17 | Completed | 100% | $114.26 | $115.24 | 0.85% | Signal |
| 2016-03-22 | 2016-11-15 | Interest | 100% | $1.00 | $1.01 | 1.11% | Interest Income |
| 2016-02-08 | 2016-03-22 | Completed | 100% | $85.06 | $95.39 | 12.13% | Signal |
| 2016-01-14 | 2016-02-08 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-14 | Completed | 100% | $101.79 | $88.44 | -13.11% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-09-21 | 2015-08-25 | Completed | 100% | $71.51 | $99.29 | 38.84% | Stop |
| 2012-07-13 | 2012-09-21 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2011-10-26 | 2012-07-13 | Completed | 100% | $59.57 | $65.72 | 10.32% | Signal |
| 2011-10-04 | 2011-10-26 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2011-08-29 | 2011-10-04 | Completed | 100% | $57.27 | $49.49 | -13.58% | Stop |
| 2011-08-05 | 2011-08-29 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-16 | 2011-08-05 | Completed | 100% | $53.44 | $60.09 | 12.44% | Stop |
| 2010-05-24 | 2010-06-16 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2010-03-19 | 2010-05-24 | Completed | 100% | $54.12 | $52.15 | -3.63% | Stop |
| 2010-02-24 | 2010-03-19 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2010-02-19 | 2010-02-24 | Completed | 100% | $50.37 | $50.37 | -0.00% | Signal |
| 2009-09-18 | 2010-02-19 | Interest | 100% | $1.00 | $1.01 | 1.46% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 100% | $47.87 | $49.53 | 3.47% | Signal |
| 2008-04-23 | 2009-09-15 | Interest | 100% | $1.00 | $1.05 | 4.82% | Interest Income |
| 2008-01-30 | 2008-04-23 | Completed | 100% | $54.42 | $55.14 | 1.33% | Signal |
| 2008-01-07 | 2008-01-30 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2003-12-03 | 2008-01-07 | Completed | 100% | $41.23 | $56.42 | 36.84% | Stop |
| 2003-08-22 | 2003-12-03 | Interest | 100% | $1.00 | $1.01 | 1.20% | Interest Income |
| 2003-08-20 | 2003-08-22 | Completed | 100% | $35.92 | $36.95 | 2.87% | Signal |
| 2003-06-09 | 2003-08-20 | Interest | 100% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2003-06-02 | 2003-06-09 | Completed | 100% | $32.81 | $33.35 | 1.63% | Signal |
| 2002-05-24 | 2003-06-02 | Interest | 100% | $1.00 | $1.04 | 4.15% | Interest Income |
Return Distribution Analysis
