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 | 24.90% | 23.36% | -0.91% | 6.92% | 9.41% | 11.21% | 8.90% | 10.63% |
| Sharpe Ratio | 1.61 | 1.52 | -0.07 | 0.37 | 0.61 | 0.55 | 0.60 | 0.50 |
| Max Drawdown | -8.17% | -8.17% | -32.08% | -26.18% | -32.08% | -40.59% | -32.35% | -58.83% |
| % Time Invested | 99.6% | 100.0% | 68.6% | 100.0% | 76.1% | 100.0% | 78.9% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 0.7 | 0.0 | 0.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-30 | Open | Open | 100% | $82.05 | $102.47 | 24.88% | Mark-to-Market |
| 2025-04-07 | 2025-04-30 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-02-12 | 2025-04-07 | Completed | 100% | $76.47 | $73.85 | -3.42% | Stop |
| 2022-09-26 | 2024-02-12 | Interest | 100% | $1.00 | $1.05 | 5.46% | Interest Income |
| 2022-06-03 | 2022-09-26 | Completed | 100% | $68.22 | $60.03 | -12.01% | Stop |
| 2022-05-11 | 2022-06-03 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-03-21 | 2022-05-11 | Completed | 100% | $72.94 | $64.52 | -11.54% | Stop |
| 2022-02-25 | 2022-03-21 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-24 | 2022-02-25 | Completed | 100% | $35.73 | $70.35 | 96.91% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-11 | 2020-03-02 | Completed | 100% | $43.88 | $49.77 | 13.42% | Stop |
| 2018-12-18 | 2019-01-11 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2017-01-12 | 2018-12-18 | Completed | 100% | $39.64 | $42.97 | 8.40% | Stop |
| 2016-11-17 | 2017-01-12 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2016-11-15 | 2016-11-17 | Completed | 100% | $37.85 | $38.03 | 0.48% | Signal |
| 2016-04-08 | 2016-11-15 | Interest | 100% | $1.00 | $1.01 | 1.03% | Interest Income |
| 2016-02-12 | 2016-04-08 | Completed | 100% | $30.24 | $34.79 | 15.05% | 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% | $34.81 | $30.78 | -11.58% | 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% | $20.30 | $34.09 | 67.93% | Stop |
| 2011-10-05 | 2011-10-27 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-30 | 2011-10-05 | Completed | 100% | $19.17 | $17.48 | -8.82% | Stop |
| 2011-08-08 | 2011-08-30 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-08 | Completed | 100% | $16.61 | $18.28 | 10.05% | 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% | $17.27 | $16.99 | -1.60% | 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% | $16.27 | $16.00 | -1.66% | Signal |
| 2009-09-18 | 2010-02-23 | Interest | 100% | $1.00 | $1.01 | 1.49% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 100% | $15.06 | $15.46 | 2.68% | Signal |
| 2008-06-27 | 2009-09-15 | Interest | 100% | $1.00 | $1.04 | 4.08% | Interest Income |
| 2008-02-04 | 2008-06-27 | Completed | 100% | $18.74 | $18.23 | -2.70% | Signal |
| 2008-01-10 | 2008-02-04 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2003-12-02 | 2008-01-10 | Completed | 100% | $11.72 | $18.18 | 55.07% | Stop |
| 2003-10-16 | 2003-12-02 | Interest | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2003-10-10 | 2003-10-16 | Completed | 100% | $11.06 | $11.11 | 0.45% | Signal |
| 2003-09-09 | 2003-10-10 | Interest | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2003-09-05 | 2003-09-09 | Completed | 100% | $10.78 | $10.85 | 0.69% | Signal |
| 2003-08-25 | 2003-09-05 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
Return Distribution Analysis
