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 | 31.31% | 31.31% | 5.64% | 7.71% | 5.94% | 9.11% | 5.51% | 7.54% |
| Sharpe Ratio | 1.89 | 1.89 | 0.42 | 0.46 | 0.47 | 0.51 | 0.45 | 0.43 |
| Max Drawdown | -11.36% | -11.36% | -28.35% | -30.04% | -28.35% | -36.22% | -28.35% | -36.22% |
| % Time Invested | 100.0% | 100.0% | 71.3% | 100.0% | 62.6% | 100.0% | 60.6% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 1.1 | 0.0 | 1.1 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2023-12-07 | Open | Open | 100% | $57.79 | $91.21 | 57.82% | Mark-to-Market |
| 2023-01-20 | 2023-12-07 | Interest | 100% | $1.00 | $1.04 | 3.50% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $57.06 | $56.29 | -1.35% | Signal |
| 2022-08-16 | 2023-01-18 | Interest | 100% | $1.00 | $1.02 | 1.52% | Interest Income |
| 2022-07-11 | 2022-08-16 | Completed | 100% | $50.41 | $53.72 | 6.58% | Signal |
| 2022-06-15 | 2022-07-11 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2022-03-30 | 2022-06-15 | Completed | 100% | $59.95 | $51.67 | -13.82% | Stop |
| 2022-03-08 | 2022-03-30 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2020-08-05 | 2022-03-08 | Completed | 100% | $49.74 | $54.90 | 10.37% | Stop |
| 2020-06-08 | 2020-08-05 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2020-06-04 | 2020-06-08 | Completed | 100% | $46.72 | $47.88 | 2.49% | Signal |
| 2020-04-15 | 2020-06-04 | Interest | 100% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2020-04-01 | 2020-04-15 | Completed | 100% | $38.29 | $40.56 | 5.93% | Signal |
| 2020-03-10 | 2020-04-01 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-02-10 | 2020-03-10 | Completed | 100% | $51.32 | $44.55 | -13.18% | Stop |
| 2019-09-17 | 2020-02-10 | Interest | 100% | $1.00 | $1.01 | 0.70% | Interest Income |
| 2019-09-13 | 2019-09-17 | Completed | 100% | $48.51 | $48.03 | -0.99% | Signal |
| 2019-02-20 | 2019-09-13 | Interest | 100% | $1.00 | $1.01 | 1.24% | Interest Income |
| 2018-11-02 | 2019-02-20 | Completed | 100% | $45.70 | $46.70 | 2.19% | Signal |
| 2018-10-11 | 2018-11-02 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2017-03-29 | 2018-10-11 | Completed | 100% | $42.50 | $45.55 | 7.18% | Stop |
| 2017-02-22 | 2017-03-29 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2017-02-17 | 2017-02-22 | Completed | 100% | $41.30 | $41.48 | 0.45% | Signal |
| 2015-10-13 | 2017-02-17 | Interest | 100% | $1.00 | $1.03 | 2.65% | Interest Income |
| 2015-10-09 | 2015-10-13 | Completed | 100% | $38.81 | $38.19 | -1.61% | Signal |
| 2015-07-13 | 2015-10-09 | Interest | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2014-10-22 | 2015-07-13 | Completed | 100% | $39.47 | $41.12 | 4.17% | Signal |
| 2014-10-20 | 2014-10-22 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
