iShares J.P. Morgan USD Emerging Markets Bond (EMB) Monthly Backtest Results

The data points on this monthly chart show the results of using the 10 Month SMA Double Cross strategy on this stock. Read about this strategy here. This is a long term investment strategy designed to catch major bull runs in stocks and indices then exit before the worst of a serious drawdown. It tends to work better with securites that are prone to forming valuation bubbles. To view shorter term swing trading entry signals for this stock then go here.

Key: change_history : trade entry change_history : profitable trade exit change_history : breakeven trade exit (5% loss to 5% profit) change_history : losing trade (greater than 5% loss) show_chart : 10 month simple moving average (SMA)
Hover your mouse over the labels to view more details of each trade.
*Transaction costs, taxes and dividends are excluded from these calculations. Past performance may not necessarily be a reliable guide to future performance.

 

Backtest Summary

This table summarises how profitable it would have been to have bought this stock at each monthly entry signal. The compound annual growth rate (CAGR) shows the profitability of the trade on an annualised basis.

Entry Date Exit Date Profit or Loss CAGR
01 August 2025 Trade in progress 3.94%
03 March 2025 01 April 2025 -0.96% -11.47%
02 January 2024 02 January 2025 1.01% 1%
01 May 2023 02 October 2023 -3.85% -8.89%
01 June 2021 01 October 2021 -1.72% -5.07%
Total Return -1.59%

 

The monthly data for iShares J.P. Morgan USD Emerging Markets Bond (exchange: XNAS symbol: EMB) was last updated 27 Dec 2025 05:07. Data for this ETF is available from 04 Jan 2021 - 26 Dec 2025.