IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IWP Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 0.82% | 10.33% | 3.38% | 4.63% | 11.83% | 11.93% | 10.06% | 10.64% |
| Sharpe Ratio | 0.05 | 0.57 | 0.19 | 0.20 | 0.67 | 0.52 | 0.62 | 0.47 |
| Max Drawdown | -15.19% | -14.79% | -25.35% | -38.62% | -25.35% | -38.62% | -27.94% | -56.92% |
| % Time Invested | 92.9% | 100.0% | 66.8% | 100.0% | 73.3% | 100.0% | 77.8% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 1.2 | 0.0 | 1.2 | 0.0 | 1.0 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-23 | Open | Open | 100% | $136.09 | $133.42 | -1.96% | Mark-to-Market |
| 2026-03-31 | 2026-04-23 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-05-01 | 2026-03-31 | Completed | 100% | $122.06 | $125.17 | 2.55% | Stop |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-01 | 2025-04-08 | Completed | 100% | $116.93 | $109.96 | -5.97% | Stop |
| 2025-03-10 | 2025-04-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-19 | 2025-03-10 | Completed | 100% | $102.79 | $118.71 | 15.49% | Stop |
| 2023-01-20 | 2023-12-19 | Interest | 100% | $1.00 | $1.04 | 3.63% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $87.62 | $85.26 | -2.70% | Signal |
| 2022-08-15 | 2023-01-18 | Interest | 100% | $1.00 | $1.02 | 1.53% | Interest Income |
| 2022-05-25 | 2022-08-15 | Completed | 100% | $78.17 | $91.68 | 17.28% | Signal |
| 2022-05-03 | 2022-05-25 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-03 | 2022-05-03 | Completed | 100% | $97.00 | $88.25 | -9.02% | Stop |
| 2022-01-11 | 2022-02-03 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2021-03-30 | 2022-01-11 | Completed | 100% | $97.59 | $104.19 | 6.77% | Stop |
| 2021-03-08 | 2021-03-30 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2020-03-24 | 2021-03-08 | Completed | 100% | $53.32 | $96.73 | 81.42% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-18 | 2020-03-02 | Completed | 100% | $59.11 | $70.05 | 18.52% | Stop |
| 2018-12-26 | 2019-01-18 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-20 | 2018-12-26 | Completed | 100% | $56.52 | $51.49 | -8.90% | Stop |
| 2018-10-29 | 2018-11-20 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2017-02-13 | 2018-10-29 | Completed | 100% | $48.83 | $57.78 | 18.33% | Stop |
| 2016-11-21 | 2017-02-13 | Interest | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2016-11-15 | 2016-11-21 | Completed | 100% | $45.30 | $45.95 | 1.44% | Signal |
| 2016-05-09 | 2016-11-15 | Interest | 100% | $1.00 | $1.01 | 0.88% | Interest Income |
| 2016-02-12 | 2016-05-09 | Completed | 100% | $37.61 | $42.84 | 13.92% | Signal |
| 2016-01-21 | 2016-02-12 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-21 | Completed | 100% | $43.98 | $38.78 | -11.83% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-10-27 | 2015-08-25 | Completed | 100% | $25.74 | $42.76 | 66.13% | Stop |
| 2011-10-05 | 2011-10-27 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-29 | 2011-10-05 | Completed | 100% | $23.96 | $22.16 | -7.49% | Stop |
| 2011-08-05 | 2011-08-29 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-05 | Completed | 100% | $20.45 | $24.53 | 19.95% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-19 | 2010-05-07 | Completed | 100% | $21.33 | $20.84 | -2.30% | Stop |
| 2010-02-25 | 2010-03-19 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2010-02-23 | 2010-02-25 | Completed | 100% | $20.14 | $19.85 | -1.43% | Signal |
| 2009-07-28 | 2010-02-23 | Interest | 100% | $1.00 | $1.02 | 2.01% | Interest Income |
| 2009-07-22 | 2009-07-28 | Completed | 100% | $16.48 | $17.01 | 3.26% | Signal |
| 2008-07-16 | 2009-07-22 | Interest | 100% | $1.00 | $1.03 | 3.34% | Interest Income |
| 2008-02-11 | 2008-07-16 | Completed | 100% | $22.38 | $21.65 | -3.22% | Stop |
| 2008-01-17 | 2008-02-11 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2003-12-05 | 2008-01-17 | Completed | 100% | $15.23 | $22.34 | 46.67% | Stop |
| 2003-08-21 | 2003-12-05 | Interest | 100% | $1.00 | $1.01 | 1.25% | Interest Income |
| 2003-08-19 | 2003-08-21 | Completed | 100% | $13.73 | $13.92 | 1.39% | Signal |
| 2003-07-31 | 2003-08-19 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
Return Distribution Analysis
