IYW
ISHARES U.S. TECHNOLOGY ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IYW Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 24.07% | 51.43% | 5.08% | 18.42% | 17.50% | 24.53% | 10.67% | 13.89% |
| Sharpe Ratio | 1.15 | 2.08 | 0.25 | 0.66 | 0.80 | 0.88 | 0.59 | 0.54 |
| Max Drawdown | -16.60% | -17.81% | -34.61% | -39.44% | -34.61% | -39.44% | -34.61% | -54.91% |
| % Time Invested | 92.9% | 100.0% | 70.3% | 100.0% | 82.4% | 100.0% | 74.5% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 2.0 | 0.0 | 1.3 | 0.0 | 1.4 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-22 | Open | Open | 100% | $211.70 | $215.94 | 2.00% | Mark-to-Market |
| 2026-03-30 | 2026-04-22 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-05-01 | 2026-03-30 | Completed | 100% | $146.57 | $177.75 | 21.27% | Stop |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-02 | 2025-04-08 | Completed | 100% | $139.59 | $129.89 | -6.95% | Stop |
| 2025-03-11 | 2025-04-02 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-08-28 | 2025-03-11 | Completed | 100% | $148.04 | $141.64 | -4.32% | Stop |
| 2024-08-06 | 2024-08-28 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2023-10-27 | 2024-08-06 | Completed | 100% | $101.30 | $133.86 | 32.14% | Stop |
| 2023-09-08 | 2023-10-27 | Interest | 100% | $1.00 | $1.01 | 0.63% | Interest Income |
| 2023-09-06 | 2023-09-08 | Completed | 100% | $111.02 | $108.98 | -1.84% | Signal |
| 2023-01-20 | 2023-09-06 | Interest | 100% | $1.00 | $1.02 | 2.32% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $78.44 | $76.89 | -1.98% | Signal |
| 2022-10-31 | 2023-01-18 | Interest | 100% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2022-10-10 | 2022-10-31 | Completed | 100% | $73.82 | $75.81 | 2.69% | Signal |
| 2022-09-16 | 2022-10-10 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2022-07-13 | 2022-09-16 | Completed | 100% | $78.69 | $77.96 | -0.93% | Stop |
| 2022-06-17 | 2022-07-13 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2022-05-18 | 2022-06-17 | Completed | 100% | $85.26 | $76.52 | -10.25% | Stop |
| 2022-04-26 | 2022-05-18 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-04-26 | Completed | 100% | $101.10 | $90.64 | -10.36% | 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% | $46.86 | $98.16 | 109.46% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2018-12-14 | 2020-03-02 | Completed | 100% | $40.49 | $55.82 | 37.85% | Stop |
| 2018-11-20 | 2018-12-14 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2016-08-22 | 2018-11-20 | Completed | 100% | $27.52 | $38.99 | 41.69% | Stop |
| 2016-06-29 | 2016-08-22 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2016-02-12 | 2016-06-29 | Completed | 100% | $22.18 | $24.28 | 9.48% | Signal |
| 2016-01-21 | 2016-02-12 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-21 | Completed | 100% | $23.95 | $22.70 | -5.21% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-12-12 | 2015-08-25 | Completed | 100% | $16.15 | $22.32 | 38.25% | Stop |
| 2012-11-19 | 2012-12-12 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2011-08-31 | 2012-11-19 | Completed | 100% | $13.78 | $15.34 | 11.29% | Stop |
| 2011-08-09 | 2011-08-31 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-09 | Completed | 100% | $12.19 | $13.11 | 7.48% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-01-27 | 2010-05-07 | Completed | 100% | $12.20 | $12.44 | 2.03% | Stop |
| 2009-07-27 | 2010-01-27 | Interest | 100% | $1.00 | $1.02 | 1.76% | Interest Income |
| 2009-07-17 | 2009-07-27 | Completed | 100% | $10.32 | $10.74 | 4.08% | Signal |
| 2008-09-02 | 2009-07-17 | Interest | 100% | $1.00 | $1.03 | 2.77% | Interest Income |
| 2008-08-07 | 2008-09-02 | Completed | 100% | $12.11 | $12.35 | 2.00% | Signal |
| 2008-07-16 | 2008-08-07 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-01-31 | 2008-07-16 | Completed | 100% | $11.61 | $11.53 | -0.65% | Stop |
| 2008-01-08 | 2008-01-31 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2006-07-07 | 2008-01-08 | Completed | 100% | $10.22 | $12.72 | 24.48% | Stop |
| 2006-06-14 | 2006-07-07 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2006-02-08 | 2006-06-14 | Completed | 100% | $11.03 | $10.03 | -9.06% | Stop |
| 2006-01-17 | 2006-02-08 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2006-01-12 | 2006-01-17 | Completed | 100% | $11.71 | $11.53 | -1.53% | Signal |
| 2005-11-10 | 2006-01-12 | Interest | 100% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2005-11-08 | 2005-11-10 | Completed | 100% | $10.70 | $10.69 | -0.10% | Signal |
| 2005-07-18 | 2005-11-08 | Interest | 100% | $1.00 | $1.01 | 1.35% | Interest Income |
| 2005-07-13 | 2005-07-18 | Completed | 100% | $10.49 | $10.62 | 1.16% | Signal |
| 2005-05-26 | 2005-07-13 | Interest | 100% | $1.00 | $1.01 | 0.50% | Interest Income |
| 2005-05-20 | 2005-05-26 | Completed | 100% | $10.06 | $10.19 | 1.30% | Signal |
| 2005-04-08 | 2005-05-20 | Interest | 100% | $1.00 | $1.00 | 0.50% | Interest Income |
| 2004-09-03 | 2005-04-08 | Completed | 100% | $8.95 | $9.82 | 9.82% | Signal |
| 2004-08-12 | 2004-09-03 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2004-04-15 | 2004-08-12 | Completed | 100% | $10.35 | $8.69 | -16.10% | Stop |
| 2004-03-23 | 2004-04-15 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2003-12-10 | 2004-03-23 | Completed | 100% | $9.98 | $9.77 | -2.02% | Stop |
| 2003-08-22 | 2003-12-10 | Interest | 100% | $1.00 | $1.01 | 1.28% | Interest Income |
| 2003-08-20 | 2003-08-22 | Completed | 100% | $8.92 | $9.30 | 4.21% | Signal |
| 2003-04-28 | 2003-08-20 | Interest | 100% | $1.00 | $1.01 | 1.18% | Interest Income |
| 2003-04-24 | 2003-04-28 | Completed | 100% | $7.60 | $7.43 | -2.26% | Signal |
| 2002-05-17 | 2003-04-24 | Interest | 100% | $1.00 | $1.04 | 3.87% | Interest Income |
Return Distribution Analysis
