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 | 2.72% | 30.52% | 8.31% | 14.63% | 15.41% | 19.09% | 13.14% | 17.82% |
| Sharpe Ratio | 0.21 | 1.66 | 0.55 | 0.64 | 0.93 | 0.83 | 0.86 | 0.86 |
| Max Drawdown | -13.68% | -16.63% | -21.38% | -32.68% | -21.38% | -32.68% | -27.24% | -32.68% |
| % Time Invested | 74.6% | 100.0% | 70.6% | 100.0% | 80.4% | 100.0% | 82.2% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 1.2 | 0.0 | 1.0 | 0.0 | 1.0 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-22 | Open | Interest | 100% | $1.00 | $1.00 | 0.10% | Mark-to-Market |
| 2026-04-20 | 2026-04-22 | Completed | 100% | $277.57 | $277.31 | -0.09% | Signal |
| 2026-03-26 | 2026-04-20 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-06-30 | 2026-03-26 | Completed | 100% | $245.65 | $249.87 | 1.72% | Signal |
| 2025-04-01 | 2025-06-30 | Interest | 100% | $1.00 | $1.01 | 1.04% | 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 |
| 2023-03-17 | 2024-08-06 | Completed | 100% | $131.19 | $194.49 | 48.25% | Stop |
| 2023-01-20 | 2023-03-17 | Interest | 100% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $124.18 | $121.65 | -2.03% | Signal |
| 2022-03-10 | 2023-01-18 | Interest | 100% | $1.00 | $1.03 | 2.74% | Interest Income |
| 2022-02-16 | 2022-03-10 | Completed | 100% | $151.79 | $141.78 | -6.59% | Signal |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-06-02 | 2022-01-25 | Completed | 100% | $99.04 | $147.53 | 48.96% | Stop |
| 2020-04-22 | 2020-06-02 | Interest | 100% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2020-03-24 | 2020-04-22 | Completed | 100% | $74.74 | $88.68 | 18.66% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-04-16 | 2020-03-02 | Completed | 100% | $80.78 | $90.01 | 11.43% | Stop |
| 2019-03-25 | 2019-04-16 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2019-03-20 | 2019-03-25 | Completed | 100% | $77.69 | $77.18 | -0.65% | Signal |
| 2018-12-13 | 2019-03-20 | Interest | 100% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2016-04-20 | 2018-12-13 | Completed | 100% | $49.94 | $72.45 | 45.09% | Signal |
| 2016-03-24 | 2016-04-20 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2016-03-18 | 2016-03-24 | Completed | 100% | $48.63 | $48.18 | -0.92% | Signal |
| 2016-02-09 | 2016-03-18 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2015-11-20 | 2016-02-09 | Completed | 100% | $49.77 | $43.53 | -12.53% | Signal |
| 2015-10-01 | 2015-11-20 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2015-09-17 | 2015-10-01 | Completed | 100% | $46.68 | $44.94 | -3.75% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-12-20 | 2015-08-25 | Completed | 100% | $25.76 | $45.45 | 76.44% | Stop |
| 2011-09-19 | 2011-12-20 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
Return Distribution Analysis
