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 | 16.82% | 29.47% | 7.94% | 11.31% | 12.76% | 14.48% | 10.12% | 10.12% |
| Sharpe Ratio | 1.38 | 2.05 | 0.60 | 0.62 | 0.94 | 0.73 | 0.80 | 0.50 |
| Max Drawdown | -8.89% | -8.89% | -20.54% | -25.11% | -20.54% | -35.22% | -23.11% | -55.61% |
| % Time Invested | 82.5% | 100.0% | 77.4% | 100.0% | 82.3% | 100.0% | 74.9% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.2 | 0.0 | 0.4 | 0.0 | 0.7 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-02 | Open | Open | 100% | $348.41 | $404.00 | 15.96% | Mark-to-Market |
| 2025-04-07 | 2025-07-02 | Interest | 100% | $1.00 | $1.01 | 1.01% | Interest Income |
| 2023-01-31 | 2025-04-07 | Completed | 100% | $223.75 | $274.50 | 22.68% | Stop |
| 2022-03-09 | 2023-01-31 | Interest | 100% | $1.00 | $1.03 | 2.88% | Interest Income |
| 2020-07-09 | 2022-03-09 | Completed | 100% | $171.93 | $234.31 | 36.28% | Signal |
| 2020-03-31 | 2020-07-09 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2020-03-24 | 2020-03-31 | Completed | 100% | $124.94 | $139.25 | 11.46% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-03-28 | 2020-03-02 | Completed | 100% | $150.38 | $160.92 | 7.01% | Stop |
| 2018-12-07 | 2019-03-28 | Interest | 100% | $1.00 | $1.01 | 0.79% | Interest Income |
| 2016-04-26 | 2018-12-07 | Completed | 100% | $106.24 | $143.10 | 34.69% | Signal |
| 2016-01-08 | 2016-04-26 | Interest | 100% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2015-12-30 | 2016-01-08 | Completed | 100% | $104.94 | $98.78 | -5.87% | Signal |
| 2015-08-25 | 2015-12-30 | Interest | 100% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2012-02-22 | 2015-08-25 | Completed | 100% | $64.58 | $97.08 | 50.32% | Stop |
| 2012-01-30 | 2012-02-22 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2012-01-26 | 2012-01-30 | Completed | 100% | $63.01 | $61.84 | -1.86% | Signal |
| 2011-08-09 | 2012-01-26 | Interest | 100% | $1.00 | $1.01 | 0.95% | Interest Income |
| 2010-10-15 | 2011-08-09 | Completed | 100% | $54.59 | $53.13 | -2.69% | Stop |
| 2010-07-13 | 2010-10-15 | Interest | 100% | $1.00 | $1.01 | 0.71% | Interest Income |
| 2010-06-01 | 2010-07-13 | Completed | 100% | $49.63 | $49.74 | 0.23% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-06-18 | 2010-05-07 | Completed | 100% | $40.51 | $51.35 | 26.75% | Stop |
| 2007-12-27 | 2009-06-18 | Interest | 100% | $1.00 | $1.05 | 5.13% | Interest Income |
| 2006-09-12 | 2007-12-27 | Completed | 100% | $54.22 | $63.58 | 17.26% | Signal |
| 2006-07-25 | 2006-09-12 | Interest | 100% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2004-11-01 | 2006-07-25 | Completed | 100% | $44.94 | $52.34 | 16.47% | Signal |
| 2004-08-20 | 2004-11-01 | Interest | 100% | $1.00 | $1.01 | 0.81% | Interest Income |
| 2003-05-12 | 2004-08-20 | Completed | 100% | $35.47 | $42.93 | 21.02% | Signal |
| 2003-03-25 | 2003-05-12 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2003-03-21 | 2003-03-25 | Completed | 100% | $33.46 | $32.65 | -2.42% | Signal |
| 2002-06-04 | 2003-03-21 | Interest | 100% | $1.00 | $1.03 | 3.30% | Interest Income |
| 2002-05-29 | 2002-06-04 | Completed | 100% | $40.19 | $38.94 | -3.11% | Signal |
| 2002-05-24 | 2002-05-29 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
