IWR
ISHARES RUSSELL MID-CAP ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IWR Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 17.53% | 23.36% | 2.95% | 6.92% | 9.63% | 11.21% | 10.41% | 10.63% |
| Sharpe Ratio | 1.32 | 1.52 | 0.26 | 0.37 | 0.77 | 0.55 | 0.83 | 0.50 |
| Max Drawdown | -8.17% | -8.17% | -21.34% | -26.18% | -21.34% | -40.59% | -21.34% | -58.83% |
| % Time Invested | 100.0% | 100.0% | 91.2% | 100.0% | 94.6% | 100.0% | 92.4% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 2.0 | 0.0 | 2.3 | 0.0 | 2.5 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-09-29 | Open | Open | 34% | $96.07 | $102.47 | 6.66% | Mark-to-Market |
| 2025-07-11 | Open | Open | 33% | $92.50 | $102.47 | 10.77% | Mark-to-Market |
| 2025-04-30 | Open | Open | 33% | $82.05 | $102.47 | 24.88% | Mark-to-Market |
| 2025-06-10 | 2025-09-29 | Interest | 34% | $1.00 | $1.01 | 1.27% | Interest Income |
| 2025-03-14 | 2025-07-11 | Interest | 33% | $1.00 | $1.01 | 1.38% | Interest Income |
| 2025-04-07 | 2025-06-10 | Completed | 34% | $73.85 | $89.31 | 20.93% | Signal |
| 2025-04-07 | 2025-04-30 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-14 | 2025-04-07 | Interest | 34% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2024-02-22 | 2025-04-07 | Completed | 33% | $77.21 | $73.85 | -4.34% | Stop |
| 2024-01-11 | 2025-03-14 | Completed | 33% | $74.63 | $82.39 | 10.39% | Stop |
| 2023-11-17 | 2025-03-14 | Completed | 34% | $68.56 | $82.39 | 20.16% | Stop |
| 2022-09-26 | 2024-02-22 | Interest | 33% | $1.00 | $1.06 | 5.58% | Interest Income |
| 2023-10-26 | 2024-01-11 | Interest | 33% | $1.00 | $1.01 | 0.87% | Interest Income |
| 2023-10-26 | 2023-11-17 | Interest | 34% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2023-07-20 | 2023-10-26 | Completed | 33% | $72.83 | $63.47 | -12.85% | Stop |
| 2023-04-05 | 2023-10-26 | Completed | 34% | $66.05 | $63.47 | -3.90% | Stop |
| 2023-05-09 | 2023-07-20 | Interest | 33% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2023-01-18 | 2023-05-09 | Completed | 33% | $68.43 | $65.53 | -4.23% | Signal |
| 2022-04-13 | 2023-04-05 | Interest | 34% | $1.00 | $1.03 | 3.30% | Interest Income |
| 2022-01-25 | 2023-01-18 | Interest | 33% | $1.00 | $1.03 | 2.98% | Interest Income |
| 2022-06-07 | 2022-09-26 | Completed | 33% | $67.70 | $60.03 | -11.33% | Stop |
| 2022-05-13 | 2022-06-07 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-03-21 | 2022-05-13 | Completed | 33% | $72.94 | $64.75 | -11.22% | Stop |
| 2022-02-16 | 2022-04-13 | Completed | 34% | $72.84 | $71.97 | -1.20% | Signal |
| 2022-02-25 | 2022-03-21 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-04-01 | 2022-02-25 | Completed | 33% | $38.38 | $70.35 | 83.27% | Stop |
| 2022-01-25 | 2022-02-16 | Interest | 34% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-09-25 | 2022-01-25 | Completed | 34% | $51.27 | $70.54 | 37.57% | Stop |
| 2020-06-29 | 2022-01-25 | Completed | 33% | $48.54 | $70.54 | 45.30% | Stop |
| 2020-04-27 | 2020-09-25 | Interest | 34% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2020-03-31 | 2020-06-29 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2020-03-24 | 2020-04-27 | Completed | 34% | $35.73 | $44.13 | 23.52% | Signal |
| 2020-03-10 | 2020-04-01 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-24 | 2020-03-31 | Completed | 33% | $35.73 | $40.52 | 13.43% | 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 |
| 2019-01-15 | 2020-03-10 | Completed | 33% | $43.90 | $46.20 | 5.24% | Stop |
| 2019-06-18 | 2020-03-02 | Completed | 34% | $50.11 | $49.77 | -0.67% | Stop |
| 2019-03-25 | 2020-03-02 | Completed | 33% | $47.94 | $49.77 | 3.82% | Stop |
| 2018-12-18 | 2019-06-18 | Interest | 34% | $1.00 | $1.01 | 1.25% | Interest Income |
| 2018-11-13 | 2019-03-25 | Interest | 33% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2018-12-20 | 2019-01-15 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2017-01-13 | 2018-12-20 | Completed | 33% | $39.68 | $41.76 | 5.26% | Stop |
| 2016-07-15 | 2018-12-18 | Completed | 34% | $37.50 | $42.97 | 14.61% | Stop |
| 2018-07-05 | 2018-11-13 | Completed | 33% | $47.45 | $45.92 | -3.22% | Signal |
| 2018-05-03 | 2018-07-05 | Interest | 33% | $1.00 | $1.00 | 0.50% | Interest Income |
| 2016-04-29 | 2018-05-03 | Completed | 33% | $35.46 | $45.42 | 28.06% | Signal |
| 2016-11-17 | 2017-01-13 | Interest | 33% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2016-11-15 | 2016-11-17 | Completed | 33% | $37.85 | $38.03 | 0.48% | Signal |
| 2016-04-11 | 2016-11-15 | Interest | 33% | $1.00 | $1.01 | 1.02% | Interest Income |
| 2015-10-09 | 2016-07-15 | Interest | 34% | $1.00 | $1.01 | 1.46% | Interest Income |
| 2015-07-28 | 2016-04-29 | Interest | 33% | $1.00 | $1.02 | 1.56% | Interest Income |
| 2016-02-12 | 2016-04-11 | Completed | 33% | $30.24 | $34.89 | 15.36% | Signal |
| 2016-01-21 | 2016-02-12 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-21 | Completed | 33% | $34.81 | $30.78 | -11.58% | Stop |
| 2015-09-17 | 2015-10-09 | Completed | 34% | $34.81 | $34.91 | 0.26% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-08-25 | 2015-09-17 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-03-27 | 2015-08-25 | Completed | 34% | $22.50 | $34.09 | 51.49% | Stop |
| 2011-08-30 | 2015-08-25 | Completed | 33% | $19.17 | $34.09 | 77.83% | Stop |
| 2015-01-07 | 2015-07-28 | Completed | 33% | $34.62 | $35.67 | 3.01% | Signal |
| 2014-12-12 | 2015-01-07 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-09-14 | 2014-12-12 | Completed | 33% | $23.11 | $34.35 | 48.61% | Signal |
| 2012-06-29 | 2012-09-14 | Interest | 33% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2012-01-03 | 2012-06-29 | Completed | 33% | $20.20 | $21.25 | 5.22% | Signal |
| 2011-10-04 | 2012-03-27 | Interest | 34% | $1.00 | $1.01 | 0.97% | Interest Income |
| 2011-08-04 | 2012-01-03 | Interest | 33% | $1.00 | $1.01 | 0.85% | Interest Income |
| 2011-08-29 | 2011-10-04 | Completed | 34% | $18.86 | $16.78 | -11.05% | Stop |
| 2011-08-08 | 2011-08-30 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-05 | 2011-08-29 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-08 | Completed | 33% | $16.61 | $18.28 | 10.05% | Stop |
| 2010-06-01 | 2011-08-05 | Completed | 34% | $16.61 | $19.32 | 16.32% | Stop |
| 2010-10-12 | 2011-08-04 | Completed | 33% | $18.12 | $19.96 | 10.14% | Signal |
| 2010-07-27 | 2010-10-12 | Interest | 33% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2010-06-01 | 2010-07-27 | Completed | 33% | $16.61 | $17.33 | 4.32% | Signal |
| 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 |
| 2010-05-07 | 2010-06-01 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-19 | 2010-05-07 | Completed | 33% | $17.27 | $16.99 | -1.60% | Stop |
| 2009-08-07 | 2010-05-07 | Completed | 34% | $14.15 | $16.99 | 20.10% | Stop |
| 2009-05-18 | 2010-05-07 | Completed | 33% | $11.97 | $16.99 | 41.95% | Stop |
| 2010-02-25 | 2010-03-19 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2010-02-23 | 2010-02-25 | Completed | 33% | $16.27 | $16.00 | -1.66% | Signal |
| 2009-09-18 | 2010-02-23 | Interest | 33% | $1.00 | $1.01 | 1.49% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 33% | $15.06 | $15.46 | 2.68% | Signal |
| 2008-07-02 | 2009-09-15 | Interest | 33% | $1.00 | $1.04 | 4.03% | Interest Income |
| 2007-12-06 | 2009-08-07 | Interest | 34% | $1.00 | $1.06 | 5.89% | Interest Income |
| 2008-08-19 | 2009-05-18 | Interest | 33% | $1.00 | $1.02 | 2.30% | Interest Income |
| 2008-08-05 | 2008-08-19 | Completed | 33% | $17.36 | $17.84 | 2.76% | Signal |
| 2008-07-14 | 2008-08-05 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-06-05 | 2008-07-14 | Completed | 33% | $19.52 | $17.35 | -11.11% | Stop |
| 2008-02-11 | 2008-07-02 | Completed | 33% | $17.96 | $18.18 | 1.25% | Signal |
| 2007-08-17 | 2008-06-05 | Interest | 33% | $1.00 | $1.03 | 3.19% | Interest Income |
| 2008-01-17 | 2008-02-11 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2003-12-03 | 2008-01-17 | Completed | 33% | $11.76 | $17.90 | 52.20% | Stop |
| 2007-09-11 | 2007-12-06 | Completed | 34% | $19.39 | $19.79 | 2.05% | Signal |
| 2007-08-17 | 2007-09-11 | Interest | 34% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2006-12-18 | 2007-08-17 | Completed | 34% | $18.83 | $19.17 | 1.80% | Stop |
| 2006-10-20 | 2007-08-17 | Completed | 33% | $17.94 | $19.17 | 6.87% | Stop |
| 2006-10-09 | 2006-12-18 | Interest | 34% | $1.00 | $1.01 | 0.88% | Interest Income |
| 2006-09-08 | 2006-10-20 | Interest | 33% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2004-11-12 | 2006-10-09 | Completed | 34% | $13.52 | $17.48 | 29.24% | Signal |
| 2006-09-06 | 2006-09-08 | Completed | 33% | $16.94 | $16.81 | -0.76% | Signal |
| 2006-07-03 | 2006-09-06 | Interest | 33% | $1.00 | $1.01 | 0.87% | Interest Income |
| 2005-06-28 | 2006-07-03 | Completed | 33% | $14.80 | $16.93 | 14.43% | Signal |
| 2005-06-06 | 2005-06-28 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2004-11-01 | 2005-06-06 | Completed | 33% | $12.98 | $14.60 | 12.42% | Signal |
| 2004-10-13 | 2004-11-12 | Interest | 34% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2004-06-14 | 2004-11-01 | Interest | 33% | $1.00 | $1.02 | 1.66% | Interest Income |
| 2003-08-27 | 2004-10-13 | Completed | 34% | $10.39 | $12.75 | 22.72% | Signal |
| 2003-08-27 | 2004-06-14 | Completed | 33% | $10.39 | $12.45 | 19.89% | Signal |
| 2003-10-16 | 2003-12-03 | Interest | 33% | $1.00 | $1.01 | 0.56% | Interest Income |
| 2003-10-10 | 2003-10-16 | Completed | 33% | $11.06 | $11.11 | 0.45% | Signal |
| 2003-09-09 | 2003-10-10 | Interest | 33% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2003-09-05 | 2003-09-09 | Completed | 33% | $10.78 | $10.85 | 0.69% | Signal |
| 2003-08-25 | 2003-09-05 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2003-08-25 | 2003-08-27 | Interest | 33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2003-08-25 | 2003-08-27 | Interest | 34% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
