IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IWY Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 14.57% | 30.52% | 4.92% | 14.63% | 15.95% | 19.09% | 15.47% | 17.82% |
| Sharpe Ratio | 0.90 | 1.66 | 0.29 | 0.64 | 0.88 | 0.83 | 0.90 | 0.86 |
| Max Drawdown | -16.33% | -16.63% | -27.44% | -32.68% | -27.44% | -32.68% | -27.44% | -32.68% |
| % Time Invested | 93.7% | 100.0% | 71.3% | 100.0% | 84.4% | 100.0% | 88.9% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.8 | 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 |
|---|---|---|---|---|---|---|---|
| 2026-04-22 | Open | Open | 100% | $277.31 | $278.41 | 0.40% | Mark-to-Market |
| 2026-03-30 | 2026-04-22 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-24 | 2026-03-30 | Completed | 100% | $204.12 | $242.79 | 18.95% | Stop |
| 2025-04-01 | 2025-04-24 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-08-28 | 2025-04-01 | Completed | 100% | $213.37 | $209.09 | -2.01% | Stop |
| 2024-08-06 | 2024-08-28 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2023-12-05 | 2024-08-06 | Completed | 100% | $164.96 | $194.49 | 17.90% | Stop |
| 2023-11-10 | 2023-12-05 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-11-07 | 2023-11-10 | Completed | 100% | $158.69 | $159.93 | 0.78% | Signal |
| 2023-07-24 | 2023-11-07 | Interest | 100% | $1.00 | $1.01 | 1.29% | Interest Income |
| 2023-07-20 | 2023-07-24 | Completed | 100% | $161.19 | $159.14 | -1.27% | Signal |
| 2023-01-20 | 2023-07-20 | Interest | 100% | $1.00 | $1.02 | 1.78% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $124.18 | $121.65 | -2.03% | Signal |
| 2022-11-04 | 2023-01-18 | Interest | 100% | $1.00 | $1.01 | 0.71% | Interest Income |
| 2022-10-18 | 2022-11-04 | Completed | 100% | $121.90 | $117.80 | -3.36% | 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% | $123.67 | $120.64 | -2.45% | Stop |
| 2022-05-03 | 2022-05-25 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-05-03 | Completed | 100% | $151.79 | $137.59 | -9.36% | Stop |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-24 | 2022-01-25 | Completed | 100% | $74.74 | $147.53 | 97.40% | 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% | $70.25 | $90.01 | 28.13% | Stop |
| 2018-12-18 | 2019-01-11 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2015-09-17 | 2018-12-18 | Completed | 100% | $46.68 | $69.35 | 48.54% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-09-21 | 2015-08-25 | Completed | 100% | $25.43 | $45.45 | 78.70% | Stop |
| 2011-09-19 | 2011-09-21 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
