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 | 2.55% | 10.33% | 3.27% | 4.63% | 10.88% | 11.93% | 9.62% | 10.64% |
| Sharpe Ratio | 0.20 | 0.57 | 0.22 | 0.20 | 0.71 | 0.52 | 0.66 | 0.47 |
| Max Drawdown | -9.71% | -14.79% | -22.88% | -38.62% | -22.88% | -38.62% | -22.88% | -56.92% |
| % Time Invested | 66.7% | 100.0% | 68.5% | 100.0% | 76.7% | 100.0% | 75.4% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 0.8 | 0.0 | 1.1 | 0.0 | 0.9 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-02-19 | Open | Interest | 100% | $1.00 | $1.00 | 0.81% | Mark-to-Market |
| 2025-06-18 | 2026-02-19 | Completed | 100% | $133.90 | $135.41 | 1.13% | Signal |
| 2025-04-08 | 2025-06-18 | Interest | 100% | $1.00 | $1.01 | 0.84% | 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 |
| 2023-12-12 | 2025-03-10 | Completed | 100% | $98.81 | $118.71 | 20.14% | Stop |
| 2023-11-02 | 2023-12-12 | Interest | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2023-01-18 | 2023-11-02 | Completed | 100% | $87.62 | $87.18 | -0.51% | Signal |
| 2022-01-11 | 2023-01-18 | Interest | 100% | $1.00 | $1.03 | 3.05% | 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 |
| 2020-06-29 | 2021-03-08 | Completed | 100% | $75.60 | $96.73 | 27.94% | Stop |
| 2020-06-05 | 2020-06-29 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-06-03 | 2020-06-05 | Completed | 100% | $77.10 | $78.12 | 1.33% | Signal |
| 2020-03-30 | 2020-06-03 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-24 | 2020-03-30 | Completed | 100% | $53.32 | $59.02 | 10.70% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-03-18 | 2020-03-02 | Completed | 100% | $64.93 | $70.05 | 7.89% | Stop |
| 2018-11-26 | 2019-03-18 | Interest | 100% | $1.00 | $1.01 | 0.81% | Interest Income |
| 2018-11-20 | 2018-11-26 | Completed | 100% | $56.52 | $58.21 | 2.99% | Signal |
| 2018-10-29 | 2018-11-20 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2016-05-06 | 2018-10-29 | Completed | 100% | $42.57 | $57.78 | 35.72% | Stop |
| 2015-08-25 | 2016-05-06 | Interest | 100% | $1.00 | $1.01 | 1.42% | Interest Income |
| 2012-08-17 | 2015-08-25 | Completed | 100% | $27.69 | $42.76 | 54.41% | Stop |
| 2012-07-26 | 2012-08-17 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2012-02-10 | 2012-07-26 | Completed | 100% | $27.34 | $26.43 | -3.32% | Signal |
| 2011-08-05 | 2012-02-10 | Interest | 100% | $1.00 | $1.01 | 1.05% | Interest Income |
| 2010-09-17 | 2011-08-05 | Completed | 100% | $21.64 | $24.53 | 13.39% | Stop |
| 2010-08-16 | 2010-09-17 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2010-06-01 | 2010-08-16 | Completed | 100% | $20.45 | $19.97 | -2.35% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-06-08 | 2010-05-07 | Completed | 100% | $16.25 | $20.84 | 28.24% | Stop |
| 2008-07-24 | 2009-06-08 | Interest | 100% | $1.00 | $1.03 | 2.79% | Interest Income |
| 2008-06-11 | 2008-07-24 | Completed | 100% | $24.16 | $22.24 | -7.94% | Signal |
| 2008-01-10 | 2008-06-11 | Interest | 100% | $1.00 | $1.02 | 1.53% | Interest Income |
| 2006-10-31 | 2008-01-10 | Completed | 100% | $21.64 | $22.83 | 5.53% | Signal |
| 2006-07-18 | 2006-10-31 | Interest | 100% | $1.00 | $1.01 | 1.39% | Interest Income |
| 2004-11-12 | 2006-07-18 | Completed | 100% | $16.92 | $19.42 | 14.79% | Signal |
| 2004-08-10 | 2004-11-12 | Interest | 100% | $1.00 | $1.01 | 1.09% | Interest Income |
| 2003-08-04 | 2004-08-10 | Completed | 100% | $13.32 | $14.68 | 10.25% | Signal |
| 2003-07-31 | 2003-08-04 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
