IWV
ISHARES RUSSELL 3000 ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IWV Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 31.17% | 29.47% | 6.65% | 11.31% | 13.33% | 14.48% | 9.49% | 10.12% |
| Sharpe Ratio | 2.14 | 2.05 | 0.46 | 0.62 | 0.88 | 0.73 | 0.68 | 0.50 |
| Max Drawdown | -8.89% | -8.89% | -20.54% | -25.11% | -20.54% | -35.22% | -26.21% | -55.61% |
| % Time Invested | 99.6% | 100.0% | 74.0% | 100.0% | 80.0% | 100.0% | 76.6% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.8 | 0.0 | 0.8 | 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% | $308.05 | $404.00 | 31.15% | Mark-to-Market |
| 2025-04-07 | 2025-04-30 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-13 | 2025-04-07 | Completed | 100% | $258.88 | $274.50 | 6.04% | Stop |
| 2023-11-10 | 2023-12-13 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2023-11-08 | 2023-11-10 | Completed | 100% | $242.89 | $241.21 | -0.69% | Signal |
| 2022-11-01 | 2023-11-08 | Interest | 100% | $1.00 | $1.04 | 3.96% | Interest Income |
| 2022-10-18 | 2022-11-01 | Completed | 100% | $207.95 | $216.78 | 4.24% | Signal |
| 2022-09-26 | 2022-10-18 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-05-25 | 2022-09-26 | Completed | 100% | $214.80 | $202.80 | -5.59% | Stop |
| 2022-05-03 | 2022-05-25 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-03-24 | 2022-05-03 | Completed | 100% | $124.94 | $228.44 | 82.85% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-15 | 2020-03-02 | Completed | 100% | $137.71 | $160.92 | 16.86% | Stop |
| 2018-12-20 | 2019-01-15 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-12-13 | 2018-12-20 | Completed | 100% | $117.56 | $132.21 | 12.46% | Stop |
| 2016-11-18 | 2016-12-13 | Interest | 100% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2016-11-16 | 2016-11-18 | Completed | 100% | $112.69 | $113.49 | 0.71% | Signal |
| 2016-05-13 | 2016-11-16 | Interest | 100% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2015-09-17 | 2016-05-13 | Completed | 100% | $101.49 | $104.44 | 2.91% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-31 | 2015-08-25 | Completed | 100% | $57.33 | $97.08 | 69.32% | Stop |
| 2011-08-09 | 2011-08-31 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-09 | Completed | 100% | $49.63 | $53.13 | 7.04% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-26 | 2010-05-07 | Completed | 100% | $53.14 | $51.35 | -3.39% | Stop |
| 2009-11-13 | 2010-03-26 | Interest | 100% | $1.00 | $1.01 | 1.28% | Interest Income |
| 2009-11-11 | 2009-11-13 | Completed | 100% | $49.22 | $48.68 | -1.09% | Signal |
| 2009-09-18 | 2009-11-11 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 100% | $47.08 | $48.13 | 2.23% | Signal |
| 2008-06-30 | 2009-09-15 | Interest | 100% | $1.00 | $1.04 | 4.06% | Interest Income |
| 2008-02-12 | 2008-06-30 | Completed | 100% | $57.62 | $55.74 | -3.26% | Signal |
| 2008-01-18 | 2008-02-12 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2004-01-16 | 2008-01-18 | Completed | 100% | $44.58 | $56.97 | 27.80% | Stop |
| 2003-09-08 | 2004-01-16 | Interest | 100% | $1.00 | $1.02 | 1.52% | Interest Income |
| 2003-09-04 | 2003-09-08 | Completed | 100% | $39.75 | $39.66 | -0.22% | Signal |
| 2003-03-25 | 2003-09-04 | Interest | 100% | $1.00 | $1.02 | 1.72% | Interest Income |
| 2003-03-21 | 2003-03-25 | Completed | 100% | $33.46 | $32.65 | -2.42% | Signal |
| 2002-05-24 | 2003-03-21 | Interest | 100% | $1.00 | $1.03 | 3.40% | Interest Income |
Return Distribution Analysis
