IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IXUS Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 30.28% | 31.31% | 7.16% | 7.71% | 8.79% | 9.11% | 7.29% | 7.54% |
| Sharpe Ratio | 1.84 | 1.89 | 0.63 | 0.46 | 0.80 | 0.51 | 0.70 | 0.43 |
| Max Drawdown | -11.36% | -11.36% | -12.89% | -30.04% | -18.34% | -36.22% | -18.34% | -36.22% |
| % Time Invested | 100.0% | 100.0% | 88.3% | 100.0% | 91.1% | 100.0% | 86.9% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 2.2 | 0.0 | 3.3 | 0.0 | 3.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-05-28 | Open | Open | 34% | $72.93 | $91.21 | 25.07% | Mark-to-Market |
| 2025-03-31 | Open | Open | 33% | $67.05 | $91.21 | 36.03% | Mark-to-Market |
| 2023-12-13 | Open | Open | 33% | $58.09 | $91.21 | 57.02% | Mark-to-Market |
| 2025-05-05 | 2025-05-28 | Interest | 34% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2025-05-01 | 2025-05-05 | Completed | 34% | $69.57 | $71.14 | 2.25% | Signal |
| 2025-04-04 | 2025-05-01 | Interest | 34% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2024-03-21 | 2025-04-04 | Completed | 34% | $63.66 | $64.06 | 0.64% | Signal |
| 2024-12-31 | 2025-03-31 | Interest | 33% | $1.00 | $1.01 | 1.04% | Interest Income |
| 2024-01-16 | 2024-12-31 | Completed | 33% | $59.35 | $64.12 | 8.04% | Signal |
| 2024-02-28 | 2024-03-21 | Interest | 34% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2024-02-26 | 2024-02-28 | Completed | 34% | $61.76 | $61.34 | -0.67% | Signal |
| 2023-11-28 | 2024-02-26 | Interest | 34% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2023-12-19 | 2024-01-16 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2023-12-15 | 2023-12-19 | Completed | 33% | $59.37 | $59.49 | 0.20% | Signal |
| 2023-10-02 | 2023-12-15 | Interest | 33% | $1.00 | $1.01 | 0.94% | Interest Income |
| 2023-01-20 | 2023-12-13 | Interest | 33% | $1.00 | $1.04 | 3.57% | Interest Income |
| 2023-03-28 | 2023-11-28 | Completed | 34% | $54.69 | $57.59 | 5.31% | Signal |
| 2023-01-09 | 2023-10-02 | Completed | 33% | $55.09 | $55.00 | -0.15% | Signal |
| 2023-01-20 | 2023-03-28 | Interest | 34% | $1.00 | $1.01 | 0.66% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 34% | $57.06 | $56.29 | -1.35% | Signal |
| 2023-01-18 | 2023-01-20 | Completed | 33% | $57.06 | $56.29 | -1.35% | Signal |
| 2022-08-10 | 2023-01-18 | Interest | 33% | $1.00 | $1.02 | 1.56% | Interest Income |
| 2022-02-01 | 2023-01-18 | Interest | 34% | $1.00 | $1.03 | 2.94% | Interest Income |
| 2021-10-04 | 2023-01-09 | Interest | 33% | $1.00 | $1.03 | 3.40% | Interest Income |
| 2022-07-14 | 2022-08-10 | Completed | 33% | $49.19 | $53.61 | 8.97% | Signal |
| 2022-06-21 | 2022-07-14 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2022-03-30 | 2022-06-21 | Completed | 33% | $59.95 | $51.40 | -14.25% | Stop |
| 2022-03-08 | 2022-03-30 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2020-06-04 | 2022-03-08 | Completed | 33% | $46.72 | $54.90 | 17.53% | Stop |
| 2020-10-01 | 2022-02-01 | Completed | 34% | $49.86 | $61.31 | 22.97% | Signal |
| 2020-07-02 | 2021-10-04 | Completed | 33% | $47.31 | $61.61 | 30.24% | Signal |
| 2020-06-08 | 2020-10-01 | Interest | 34% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2020-06-08 | 2020-07-02 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-06-04 | 2020-06-08 | Completed | 33% | $46.72 | $47.88 | 2.49% | Signal |
| 2020-06-04 | 2020-06-08 | Completed | 34% | $46.72 | $47.88 | 2.49% | Signal |
| 2020-04-29 | 2020-06-04 | Interest | 34% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2020-04-23 | 2020-06-04 | Interest | 33% | $1.00 | $1.00 | 0.08% | Interest Income |
| 2020-03-27 | 2020-06-04 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-24 | 2020-04-29 | Completed | 34% | $36.88 | $43.02 | 16.65% | Signal |
| 2020-04-01 | 2020-04-23 | Completed | 33% | $38.29 | $41.12 | 7.40% | Signal |
| 2020-03-10 | 2020-04-01 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-24 | 2020-03-27 | Completed | 33% | $36.88 | $38.66 | 4.81% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 34% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-02-04 | 2020-03-10 | Completed | 33% | $51.37 | $44.55 | -13.27% | Stop |
| 2019-11-08 | 2020-03-02 | Completed | 33% | $50.13 | $46.93 | -6.38% | Stop |
| 2019-06-25 | 2020-03-02 | Completed | 34% | $48.43 | $46.93 | -3.10% | Stop |
| 2019-09-17 | 2020-02-04 | Interest | 33% | $1.00 | $1.01 | 0.67% | Interest Income |
| 2019-09-17 | 2019-11-08 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2019-09-13 | 2019-09-17 | Completed | 33% | $48.51 | $48.03 | -0.99% | Signal |
| 2019-09-13 | 2019-09-17 | Completed | 33% | $48.51 | $48.03 | -0.99% | Signal |
| 2019-08-05 | 2019-09-13 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2019-02-20 | 2019-09-13 | Interest | 33% | $1.00 | $1.01 | 1.24% | Interest Income |
| 2019-03-22 | 2019-08-05 | Completed | 33% | $47.31 | $46.12 | -2.51% | Signal |
| 2018-11-12 | 2019-06-25 | Interest | 34% | $1.00 | $1.02 | 1.57% | Interest Income |
| 2018-11-12 | 2019-03-22 | Interest | 33% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2018-11-05 | 2019-02-20 | Completed | 33% | $45.35 | $46.70 | 2.99% | Signal |
| 2018-11-08 | 2018-11-12 | Completed | 33% | $45.88 | $44.86 | -2.23% | Signal |
| 2018-11-08 | 2018-11-12 | Completed | 34% | $45.88 | $44.86 | -2.23% | Signal |
| 2018-08-10 | 2018-11-08 | Interest | 34% | $1.00 | $1.01 | 0.75% | Interest Income |
| 2018-05-04 | 2018-11-08 | Interest | 33% | $1.00 | $1.02 | 1.54% | Interest Income |
| 2018-10-12 | 2018-11-05 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2017-04-03 | 2018-10-12 | Completed | 33% | $42.40 | $45.68 | 7.74% | Stop |
| 2016-08-04 | 2018-08-10 | Completed | 34% | $38.58 | $48.14 | 24.79% | Signal |
| 2017-02-16 | 2018-05-04 | Completed | 33% | $41.47 | $49.65 | 19.73% | Signal |
| 2017-02-22 | 2017-04-03 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2017-02-17 | 2017-02-22 | Completed | 33% | $41.30 | $41.48 | 0.45% | Signal |
| 2015-10-13 | 2017-02-17 | Interest | 33% | $1.00 | $1.03 | 2.65% | Interest Income |
| 2016-12-27 | 2017-02-16 | Interest | 33% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2016-05-05 | 2016-12-27 | Completed | 33% | $37.25 | $38.67 | 3.80% | Signal |
| 2015-10-08 | 2016-08-04 | Interest | 34% | $1.00 | $1.02 | 1.56% | Interest Income |
| 2015-10-13 | 2016-05-05 | Interest | 33% | $1.00 | $1.01 | 1.12% | Interest Income |
| 2015-10-09 | 2015-10-13 | Completed | 33% | $38.81 | $38.19 | -1.61% | Signal |
| 2015-10-09 | 2015-10-13 | Completed | 33% | $38.81 | $38.19 | -1.61% | Signal |
| 2015-08-12 | 2015-10-09 | Interest | 33% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2015-07-14 | 2015-10-09 | Interest | 33% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2015-09-17 | 2015-10-08 | Completed | 34% | $37.87 | $38.21 | 0.90% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-06-26 | 2015-08-25 | Completed | 34% | $42.18 | $36.86 | -12.62% | Stop |
| 2015-03-30 | 2015-08-12 | Completed | 33% | $40.97 | $39.89 | -2.65% | Signal |
| 2014-10-22 | 2015-07-14 | Completed | 33% | $39.47 | $41.23 | 4.46% | Signal |
| 2015-05-01 | 2015-06-26 | Interest | 34% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2015-04-29 | 2015-05-01 | Completed | 34% | $43.06 | $42.71 | -0.82% | Signal |
| 2014-12-12 | 2015-04-29 | Interest | 34% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2014-10-20 | 2015-03-30 | Interest | 33% | $1.00 | $1.01 | 0.91% | Interest Income |
| 2014-10-22 | 2014-12-12 | Completed | 34% | $39.47 | $38.97 | -1.29% | Signal |
| 2014-10-20 | 2014-10-22 | Interest | 34% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2014-10-20 | 2014-10-22 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
