iShares U.S. Regional Banks (IAT) Daily/Weekly Backtest Results
*Transaction costs, taxes and dividends are excluded from these calculations. Past performance may not necessarily be a reliable guide to future performance.
Calculations for US Regional Banks
Expectancy is the percentage profit or loss you would expect to make on the next purchase of this stock with an entry point at the specified signal and profit target as set above. Given a large enough sample size, a positive expectancy indicates the trading strategy is likely to be profitable.
Expectancy calculation for 12 signal(s) occurring before 22 May 2024 for a 7.5% profit target: (66.67% * 8.44%) + (8.33% * 1.09%) - (25.00% * 23.84%) = -0.24%.
Wins: 8 Breakevens: 1 Losses: 3
To even out CAGR calculations, large individual returns from particularly quick trades have been capped at 300%.
The Sharpe Ratio calculation assumes a risk free return rate of 2% per calendar year. Ideally the ratio should be a positive number. A higher positive number indicates the strategy has a more attractive risk adjusted rate of return for this particular buy signal and stock over the chart's timeframe.
50 day low Backtest Summary (Fixed Profits System)
This table summarises how profitable it would have been to have bought this stock at each 50 day low entry signal. Hover over the icons to see more details of the particular trade, including the maximum percentage drawdown and how long it took to reach the desired percentage profit.
Key:
= profit point not achieved.
= profit point achieved with CAGR above 15%.
= profit point achieved with CAGR of between 5% and 15%.
= profit point achieved but CAGR was less than 5%.
| Signal Date and Score | Buy Signal | Price | Performance (mouseover for details) | ||||
|---|---|---|---|---|---|---|---|
| 5% | 6% | 7.5% | 10% | 20% | |||
| 06 March 2026 MEDIUM smart_toy0.897 factory0.337 | 50 Day Low | $ 54.28 | |||||
| 16 October 2025 MEDIUM smart_toy0.758 factory0.395 | 50 Day Low | $ 48.82 | |||||
| 04 April 2025 MEDIUM smart_toy0.99 factory0.746 FIRE SALE | 50 Day Low | $ 40.18 | |||||
| 04 March 2025 MEDIUM smart_toy0.833 factory0.674 | 50 Day Low | $ 49.20 | |||||
| 11 June 2024 MEDIUM smart_toy0.835 factory0.39 | 50 Day Low | $ 39.22 | |||||
| 25 October 2023 HIGH smart_toy0.858 factory0.526 FIRE SALE | 50 Day Low | $ 30.99 | |||||
| 21 September 2023 HIGH smart_toy0.835 factory0.425 | 50 Day Low | $ 34.14 | |||||
| 26 April 2023 HIGH smart_toy0.878 factory0.246 | 50 Day Low | $ 33.62 | |||||
| 09 March 2023 MEDIUM smart_toy0.546 factory0.718 | 50 Day Low | $ 45.03 | |||||
| 15 December 2022 MEDIUM smart_toy0.607 factory0.804 | 50 Day Low | $ 46.10 | |||||
| 26 September 2022 MEDIUM smart_toy0.972 factory0.858 FIRE SALE | 50 Day Low | $ 48.27 | |||||
| 13 June 2022 MEDIUM smart_toy0.896 factory0.91 FIRE SALE | 50 Day Low | $ 49.10 | |||||
| 10 May 2022 MEDIUM smart_toy0.924 factory0.876 FIRE SALE | 50 Day Low | $ 52.49 | |||||
| 07 April 2022 MEDIUM smart_toy0.887 factory0.359 FIRE SALE | 50 Day Low | $ 56.42 | |||||
| 07 March 2022 HIGH smart_toy0.894 factory0.532 FIRE SALE | 50 Day Low | $ 58.58 | |||||
| 13 December 2021 LOW smart_toy0.624 factory0.547 | 50 Day Low | $ 61.12 | |||||
| 18 June 2021 LOW smart_toy0.949 factory0.265 | 50 Day Low | $ 55.32 | |||||
The data for iShares U.S. Regional Banks (exchange: ARCX symbol: IAT) was last updated 30 May 2026 15:00. Data for this ETF is available from 04 Jan 2021 - 29 May 2026.