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TLT

iShares 20+ Year Treasury Bond ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-09-11
Executive Summary
The quantitative backtest for TLT (iShares 20+ Year Treasury Bond ETF) using the Excess Return SMA* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -38.5% (compared to the benchmark's drawdown of -48.4%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 3.1%, compared to a Buy-and-Hold benchmark return of 3.1%. The strategy executed 14 total trades.

* Excess Return SMA: Advanced Single Moving Average model utilizing custom duration weighting and dynamic Stop Loss limits.

🛡️ TLT Drawdown Shield & Downside Protection

Why Drawdown Dictates Longevity →
Peak Drawdown Defense
-38.5% (vs -48.4% B&H)
+9.9% shallower drawdown
Drawdown Shield
9.9% Cut
Protected capital vs -48.4% B&H
Capital Sheltered from Risk
35.6% of Time
Earning Treasury yield during downturns
* Drawdown Shield demonstrates how systematic trend-following bounded historical drawdowns and protected principal capital compared to passive Buy & Hold.

📊 TLT Quality Metrics & KPI Summary

Metric 1Y5Y10YFull
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
Max Drawdown-6.56%-8.67%-7.48%-43.70%-26.18%-48.35%-38.45%-48.35%
Sharpe Ratio-0.23-0.730.44-0.560.22-0.160.270.21
Sortino Ratio-0.19-1.130.21-0.880.19-0.230.310.32
CAGR-1.16%-6.39%1.44%-8.37%1.99%-2.29%3.07%3.13%
% Time Invested28.6%100.0%9.6%100.0%41.7%100.0%64.4%100.0%
Trades / Year0.00.00.20.00.60.00.60.0

Cumulative Growth Performance

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Hydrating Performance Trajectory... Loading historical performance data
Figure 1: Cumulative Trajectory Analysis. Logarithmic growth comparison of TLT under the Excess Return SMA strategy (Investing) versus Buy & Hold. The strategy produced a 3.1% CAGR with a -38.5% Max Drawdown across 14 trade signals (compared to Buy & Hold's 3.1% CAGR and -48.4% Max Drawdown).

Return Distribution Analysis

Histogram of monthly return distribution for TLT under Excess Return SMA strategy in Investing context, illustrating downside risk mitigation and return skewness.
Figure 2: Monthly Return Distribution Profile. Monthly return distribution for TLT under Excess Return SMA (Investing). Visualizes return frequency, volatility clustering, and tail-risk truncation relative to standard buy-and-hold returns.
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Top 5 non-correlated asset sleeves evaluated on 1Y daily percentage returns (Pearson r). Compare them side-by-side in Compare Studio to analyze portfolio diversification.

Diversifier Asset Category 1Y Correlation (r) Action
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Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription.
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2024-10-11 2026-06-01 Interest (CASH) 100% $1.00 $1.07 6.76% Interest Income
2024-08-05 2024-10-11 Completed 100% $91.02 $85.90 -5.67% Stop
2021-09-01 2024-08-05 Interest (CASH) 100% $1.00 $1.11 10.85% Interest Income
2021-03-11 2021-09-01 Completed 100% $115.73 $125.13 8.07% Signal
2021-02-17 2021-03-11 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2020-04-13 2021-02-17 Completed 100% $135.30 $121.22 -10.45% Stop
2020-03-19 2020-04-13 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2018-12-11 2020-03-19 Completed 100% $94.80 $120.50 27.06% Stop
2018-02-08 2018-12-11 Interest (CASH) 100% $1.00 $1.02 1.68% Interest Income
2017-11-07 2018-02-08 Completed 100% $97.74 $91.95 -5.97% Stop
2017-08-08 2017-11-07 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
2016-12-08 2017-08-08 Completed 100% $90.12 $96.09 6.57% Signal
2016-11-15 2016-12-08 Interest (CASH) 100% $1.00 $1.00 0.03% Interest Income
2015-07-02 2016-11-15 Completed 100% $85.05 $92.26 8.43% Stop
2015-06-10 2015-07-02 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2014-10-28 2015-06-10 Completed 100% $85.69 $84.57 -1.36% Stop
2013-09-13 2014-10-28 Interest (CASH) 100% $1.00 $1.00 0.04% Interest Income
2013-07-16 2013-09-13 Completed 100% $74.77 $71.75 -4.09% Signal
2013-06-21 2013-07-16 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2010-10-12 2013-06-21 Completed 100% $65.99 $75.79 14.79% Stop
2010-03-26 2010-10-12 Interest (CASH) 100% $1.00 $1.00 0.08% Interest Income
2009-06-30 2010-03-26 Completed 100% $56.45 $54.66 -3.23% Signal
2009-06-08 2009-06-30 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2009-02-25 2009-06-08 Completed 100% $62.33 $54.19 -13.11% Stop
2009-02-02 2009-02-25 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2006-08-29 2009-02-02 Completed 100% $46.19 $61.61 33.31% Stop
2006-07-13 2006-08-29 Interest (CASH) 100% $1.00 $1.01 0.65% Interest Income
2004-07-26 2006-07-13 Completed 100% $40.80 $44.66 9.40% Signal
2004-07-22 2004-07-26 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income

Next Steps: Portfolio Integration & Comparative Analysis

Single-ticker trend following is designed to truncate tail risk inside a broader portfolio. View where TLT ranks across 40+ tracked assets, evaluate correlation against non-correlated diversifiers, or model it inside a custom all-weather asset mix.

📊 View Full 40-Asset Backtest Matrix → 🛠️ Build Custom Portfolio with TLT → ⚖️ Compare TLT vs Non-Correlated Assets →