iShares US Financial Services (IYG) Daily/Weekly Backtest Results

Signal:                  
                  [ What are these? | Switch to IYG's monthly backtests ]
Fixed profit target:               -or-  
Show signal scores:       Threshold:           [ What are these scores? ]
Expectancy: 0.82%.   Win rate: 62.50%.   Sharpe Ratio: -4.418.   Maximum drawdown: -30.06% on 12 October 2022.
Mean CAGR: 24.55%. Time in market: 8376 days.   Hypothetical return: $1000 would be worth $1166.08 on 25 January 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 Financial Services

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 24 signal(s) occurring before 25 December 2023 for a 7.5% profit target: (62.50% * 7.84%) + (4.17% * 1.15%) - (33.33% * 12.38%) = 0.82%.
Wins: 15 Breakevens: 1 Losses: 8

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%
16 December 2025   cards_starLOW     Double Seven $ 91.96 schedule schedule schedule schedule schedule
05 December 2025   cards_starLOW     Double Seven $ 90.39 schedule schedule schedule schedule schedule
14 November 2025   cards_starLOW     Double Seven $ 88.04 select_check_box electric_bolt select_check_box electric_bolt schedule schedule schedule
03 November 2025   cards_starLOW     Double Seven $ 88.01 select_check_box electric_bolt select_check_box electric_bolt schedule schedule schedule
13 October 2025   cards_starLOW     Double Seven $ 87.14 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt schedule schedule
30 September 2025   cards_starLOW     Double Seven $ 89.84 schedule schedule schedule schedule schedule
09 September 2025   cards_starLOW     Double Seven $ 88.46 select_check_box select_check_box schedule schedule schedule
29 August 2025   cards_starLOW     Double Seven $ 89.65 schedule schedule schedule schedule schedule
08 August 2025   cards_starLOW     Double Seven $ 85.84 select_check_box electric_bolt select_check_box select_check_box electric_bolt schedule schedule
28 July 2025   cards_starLOW     Double Seven $ 88.26 select_check_box select_check_box schedule schedule schedule
07 July 2025   cards_starLOW     Double Seven $ 87.06 select_check_box select_check_box select_check_box schedule schedule
24 June 2025   cards_starLOW     Double Seven $ 83.54 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt schedule
02 June 2025   cards_starLOW     Double Seven $ 81.74 select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt schedule
22 May 2025   cards_starLOW     Double Seven $ 80.88 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt schedule
29 April 2025   cards_starMEDIUM     Double Seven $ 77.23 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_bolt
31 March 2025   cards_starMEDIUM     Double Seven $ 77.58 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
28 March 2025   cards_starMEDIUM     Double Seven $ 78.40 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt schedule
25 February 2025   cards_starLOW     Double Seven $ 81.92 select_check_box select_check_box select_check_box select_check_box schedule
24 February 2025   cards_starLOW     Double Seven $ 82.09 select_check_box select_check_box select_check_box select_check_box schedule
24 January 2025   cards_starLOW     Double Seven $ 82.59 select_check_box select_check_box select_check_box select_check_box schedule
14 January 2025   cards_starLOW     Double Seven $ 77.40 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
23 December 2024   cards_starLOW     Double Seven $ 77.70 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box select_check_box
13 December 2024   cards_starLOW     Double Seven $ 80.10 select_check_box electric_bolt select_check_box select_check_box select_check_box select_check_box
19 November 2024   cards_starLOW     Double Seven $ 79.70 select_check_box electric_bolt select_check_box electric_bolt select_check_box select_check_box select_check_box
11 November 2024   cards_starLOW     Double Seven $ 79.87 select_check_box electric_bolt select_check_box select_check_box select_check_box select_check_box
18 October 2024   cards_starLOW     Double Seven $ 75.18 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
08 October 2024   cards_starLOW     Double Seven $ 71.18 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 select_check_box electric_bolt
16 September 2024   cards_starLOW     Double Seven $ 69.96 select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
06 September 2024   cards_starMEDIUM     Double Seven $ 69.56 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
13 August 2024   cards_starLOW     Double Seven $ 66.80 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
05 August 2024   cards_starLOW     Double Seven $ 64.13 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_bolt select_check_box electric_boltelectric_bolt
12 July 2024   cards_starLOW     Double Seven $ 67.14 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
02 July 2024   cards_starLOW     Double Seven $ 65.68 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
10 June 2024   cards_starLOW     Double Seven $ 65.06 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
29 May 2024   cards_starLOW     Double Seven $ 64.62 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
07 May 2024   cards_starLOW     Double Seven $ 65.00 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
25 April 2024   cards_starLOW     Double Seven $ 64.47 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
05 April 2024   cards_starLOW     Double Seven $ 65.16 select_check_box select_check_box electric_bolt select_check_box select_check_box select_check_box electric_bolt
25 March 2024   cards_starLOW     Double Seven $ 65.12 select_check_box select_check_box select_check_box select_check_box select_check_box electric_bolt
20 February 2024   cards_starMEDIUM     Double Seven $ 62.06 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
06 February 2024   cards_starLOW     Double Seven $ 60.84 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
16 January 2024   cards_starLOW     Double Seven $ 58.50 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_bolt
04 January 2024   cards_starLOW     Double Seven $ 59.22 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
10 October 2023   cards_starLOW     Double Seven $ 51.51 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
02 October 2023   cards_starLOW     Double Seven $ 51.21 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
06 September 2023   cards_starLOW     Double Seven $ 53.58 select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
29 August 2023   cards_starLOW     Double Seven $ 53.68 select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
02 August 2023   cards_starLOW     Double Seven $ 55.34 select_check_box select_check_box select_check_box select_check_box select_check_box electric_bolt
28 July 2023   cards_starLOW     Double Seven $ 55.98 select_check_box select_check_box select_check_box select_check_box select_check_box
28 March 2023   cards_starMEDIUM     Double Seven $ 49.15 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
22 February 2023   cards_starLOW     Double Seven $ 56.08 select_check_box select_check_box select_check_box select_check_box select_check_box
20 January 2023   cards_starLOW     Double Seven $ 55.16 select_check_box electric_boltelectric_bolt select_check_box select_check_box select_check_box select_check_box
06 December 2022   cards_starLOW     Double Seven $ 53.81 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box select_check_box
15 March 2022   cards_starLOW     Double Seven $ 58.48 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box select_check_box select_check_box
22 February 2022   cards_starLOW     Double Seven $ 63.40 disabled_by_default disabled_by_default disabled_by_default disabled_by_default disabled_by_default
11 February 2022   LOW     Double Seven $ 65.80 disabled_by_default disabled_by_default disabled_by_default disabled_by_default disabled_by_default
18 January 2022   LOW     Double Seven $ 65.53 disabled_by_default disabled_by_default disabled_by_default disabled_by_default disabled_by_default
10 January 2022   LOW     Double Seven $ 67.10 disabled_by_default disabled_by_default disabled_by_default disabled_by_default disabled_by_default
07 December 2021   LOW     Double Seven $ 64.77 disabled_by_default disabled_by_default disabled_by_default disabled_by_default disabled_by_default
05 November 2021   LOW     Double Seven $ 66.97 disabled_by_default disabled_by_default disabled_by_default disabled_by_default disabled_by_default
04 October 2021   LOW     Double Seven $ 63.54 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt disabled_by_default disabled_by_default disabled_by_default
31 August 2021   LOW     Double Seven $ 63.96 select_check_box electric_bolt select_check_box electric_bolt disabled_by_default disabled_by_default disabled_by_default
30 July 2021   LOW     Double Seven $ 62.25 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt disabled_by_default disabled_by_default
28 June 2021   LOW     Double Seven $ 62.01 select_check_box select_check_box select_check_box electric_bolt disabled_by_default disabled_by_default
25 May 2021   LOW     Double Seven $ 62.43 select_check_box select_check_box select_check_box disabled_by_default disabled_by_default
22 April 2021   LOW     Double Seven $ 58.78 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
22 March 2021   LOW     Double Seven $ 56.94 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box

 

The data for iShares US Financial Services (exchange: ARCX symbol: IYG) was last updated 14 Jun 2026 16:17. Data for this ETF is available from 04 Jan 2021 - 31 Dec 2025.