iShares U.S. Regional Banks (IAT) Daily/Weekly Backtest Results

Signal:                  
                  [ What are these? | Switch to IAT's monthly backtests ]
Fixed profit target:               -or-  
Show signal scores:       Threshold:           [ What are these scores? ]
Expectancy: -0.21%.   Win rate: 75.76%.   Sharpe Ratio: -2.44.   Maximum drawdown: -56.51% on 04 May 2023.
Mean CAGR: 62.22%. Time in market: 7930 days.   Hypothetical return: $1000 would be worth $824.26 on 15 July 2024.
Key: change_history : profitable trade change_history : breakeven trade (minimal loss after 2 years) change_history : losing trade (not profitable in a 2 year timeframe)


*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 33 signal(s) occurring before 26 May 2024 for a 7.5% profit target: (75.76% * 8.55%) + (6.06% * 2.87%) - (18.18% * 37.72%) = -0.21%.
Wins: 25 Breakevens: 2 Losses: 6

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.

 

Double Seven Backtest Summary (Fixed Profits System)

This table summarises how profitable it would have been to have bought this stock at each Double Seven 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:   disabled_by_default = profit point not achieved. select_check_box = profit point achieved with CAGR above 15%.
select_check_box = profit point achieved with CAGR of between 5% and 15%. select_check_box = 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%
12 May 2026   cards_starLOW     Double Seven $ 56.48 schedule schedule schedule schedule schedule
09 April 2026   cards_starLOW     Double Seven $ 57.36 schedule schedule schedule schedule schedule
09 March 2026   cards_starLOW     Double Seven $ 53.76 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt schedule schedule
03 February 2026   cards_starMEDIUM     Double Seven $ 59.86 schedule schedule schedule schedule schedule
31 December 2025   cards_starMEDIUM     Double Seven $ 55.47 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt schedule
25 November 2025   cards_starMEDIUM     Double Seven $ 51.50 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
24 October 2025   cards_starLOW     Double Seven $ 50.16 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
22 September 2025   cards_starMEDIUM     Double Seven $ 53.10 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt schedule
19 August 2025   cards_starMEDIUM     Double Seven $ 50.98 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
16 July 2025   cards_starLOW     Double Seven $ 51.27 select_check_box electric_bolt select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
24 March 2025   cards_starMEDIUM     Double Seven $ 47.40 select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
18 February 2025   cards_starLOW     Double Seven $ 52.65 select_check_box select_check_box select_check_box select_check_box select_check_box
14 January 2025   cards_starLOW     Double Seven $ 50.98 select_check_box select_check_box select_check_box select_check_box select_check_box
13 December 2024   cards_starLOW     Double Seven $ 53.52 select_check_box select_check_box select_check_box select_check_box select_check_box
11 November 2024   cards_starLOW     Double Seven $ 54.80 select_check_box select_check_box select_check_box select_check_box select_check_box
08 October 2024   cards_starLOW     Double Seven $ 46.92 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
06 September 2024   cards_starMEDIUM     Double Seven $ 46.72 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
04 September 2024   cards_starLOW     Double Seven $ 47.89 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box
05 August 2024   cards_starLOW     Double Seven $ 43.46 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
02 August 2024   cards_starLOW     Double Seven $ 45.06 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt
17 June 2024   cards_starLOW     Double Seven $ 39.46 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
14 May 2024   cards_starMEDIUM     Double Seven $ 43.19 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
11 April 2024   cards_starLOW     Double Seven $ 41.03 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
11 March 2024   cards_starLOW     Double Seven $ 41.72 select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
06 February 2024   cards_starMEDIUM     Double Seven $ 39.52 select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
05 January 2024   cards_starLOW     Double Seven $ 41.58 select_check_box select_check_box select_check_box select_check_box select_check_box electric_bolt
04 January 2024   cards_starLOW     Double Seven $ 41.18 select_check_box select_check_box select_check_box select_check_box select_check_box electric_bolt
17 March 2023   cards_starMEDIUM     Double Seven $ 34.50 select_check_box electric_boltelectric_boltelectric_bolt select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
14 March 2023   cards_starLOW     Double Seven $ 37.80 select_check_box select_check_box select_check_box select_check_box select_check_box
13 February 2023   cards_starLOW     Double Seven $ 52.52 select_check_box select_check_box select_check_box select_check_box select_check_box
10 February 2023   cards_starLOW     Double Seven $ 52.21 select_check_box select_check_box select_check_box select_check_box select_check_box
15 March 2022   cards_starLOW     Double Seven $ 60.16 disabled_by_default disabled_by_default disabled_by_default disabled_by_default disabled_by_default
25 February 2022   cards_starLOW     Double Seven $ 63.06 disabled_by_default disabled_by_default disabled_by_default disabled_by_default disabled_by_default
11 February 2022   LOW     Double Seven $ 65.21 disabled_by_default disabled_by_default disabled_by_default disabled_by_default disabled_by_default
24 January 2022   LOW     Double Seven $ 61.78 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt disabled_by_default disabled_by_default disabled_by_default
10 January 2022   LOW     Double Seven $ 68.10 disabled_by_default disabled_by_default disabled_by_default disabled_by_default disabled_by_default
21 December 2021   LOW     Double Seven $ 59.90 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt disabled_by_default
07 December 2021   LOW     Double Seven $ 63.12 select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt disabled_by_default disabled_by_default
19 November 2021   LOW     Double Seven $ 63.84 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt disabled_by_default disabled_by_default
05 November 2021   LOW     Double Seven $ 65.34 select_check_box electric_bolt disabled_by_default disabled_by_default disabled_by_default disabled_by_default
05 October 2021   LOW     Double Seven $ 62.34 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt disabled_by_default
04 October 2021   LOW     Double Seven $ 61.92 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt disabled_by_default
03 September 2021   LOW     Double Seven $ 58.16 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt disabled_by_default
31 August 2021   LOW     Double Seven $ 58.32 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt disabled_by_default
02 August 2021   LOW     Double Seven $ 55.64 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
30 July 2021   LOW     Double Seven $ 56.06 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
29 June 2021   LOW     Double Seven $ 57.80 select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt disabled_by_default
28 June 2021   LOW     Double Seven $ 58.20 select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt disabled_by_default
27 May 2021   LOW     Double Seven $ 61.62 select_check_box select_check_box select_check_box select_check_box disabled_by_default
25 May 2021   LOW     Double Seven $ 60.75 select_check_box select_check_box select_check_box select_check_box disabled_by_default
23 April 2021   LOW     Double Seven $ 57.16 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box select_check_box electric_bolt
23 March 2021   LOW     Double Seven $ 55.54 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
22 January 2021   LOW     Double Seven $ 48.62 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
21 January 2021   LOW     Double Seven $ 49.14 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt

 

The data for iShares U.S. Regional Banks (exchange: ARCX symbol: IAT) was last updated 14 Jun 2026 16:17. Data for this ETF is available from 04 Jan 2021 - 02 Jun 2026.