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% | 8.16% | 7.71% | 8.48% | 9.11% | 6.10% | 7.54% |
| Sharpe Ratio | 1.89 | 1.89 | 0.64 | 0.46 | 0.66 | 0.51 | 0.50 | 0.43 |
| Max Drawdown | -11.36% | -11.36% | -18.11% | -30.04% | -23.25% | -36.22% | -23.25% | -36.22% |
| % Time Invested | 100.0% | 100.0% | 71.6% | 100.0% | 73.6% | 100.0% | 67.1% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 0.9 | 0.0 | 1.0 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-03-04 | Open | Open | 100% | $67.17 | $91.21 | 35.80% | Mark-to-Market |
| 2025-01-14 | 2025-03-04 | Interest | 100% | $1.00 | $1.01 | 0.58% | Interest Income |
| 2024-01-12 | 2025-01-14 | Completed | 100% | $60.36 | $63.21 | 4.72% | Signal |
| 2023-12-19 | 2024-01-12 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2023-12-15 | 2023-12-19 | Completed | 100% | $59.37 | $59.49 | 0.20% | Signal |
| 2023-10-12 | 2023-12-15 | Interest | 100% | $1.00 | $1.01 | 0.79% | Interest Income |
| 2023-01-12 | 2023-10-12 | Completed | 100% | $55.79 | $55.76 | -0.05% | Signal |
| 2021-12-27 | 2023-01-12 | Interest | 100% | $1.00 | $1.03 | 3.08% | Interest Income |
| 2020-08-03 | 2021-12-27 | Completed | 100% | $48.68 | $62.44 | 28.27% | Signal |
| 2020-06-08 | 2020-08-03 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2020-06-04 | 2020-06-08 | Completed | 100% | $46.72 | $47.88 | 2.49% | Signal |
| 2020-03-10 | 2020-06-04 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2019-11-05 | 2020-03-10 | Completed | 100% | $50.20 | $44.55 | -11.25% | Stop |
| 2019-10-14 | 2019-11-05 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2019-04-02 | 2019-10-14 | Completed | 100% | $47.88 | $48.00 | 0.25% | Signal |
| 2018-11-12 | 2019-04-02 | Interest | 100% | $1.00 | $1.01 | 1.03% | Interest Income |
| 2018-11-08 | 2018-11-12 | Completed | 100% | $45.88 | $44.86 | -2.23% | Signal |
| 2018-07-06 | 2018-11-08 | Interest | 100% | $1.00 | $1.01 | 1.04% | Interest Income |
| 2016-05-11 | 2018-07-06 | Completed | 100% | $37.42 | $48.25 | 28.95% | Signal |
| 2015-10-13 | 2016-05-11 | Interest | 100% | $1.00 | $1.01 | 1.15% | Interest Income |
| 2015-10-09 | 2015-10-13 | Completed | 100% | $38.81 | $38.19 | -1.61% | Signal |
| 2015-08-25 | 2015-10-09 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2015-04-17 | 2015-08-25 | Completed | 100% | $42.33 | $36.86 | -12.93% | Stop |
| 2014-10-20 | 2015-04-17 | Interest | 100% | $1.00 | $1.01 | 1.01% | Interest Income |
Return Distribution Analysis
