iShares US Telecommunications (IYZ) 52 Week Lows

Buy signal:             [ What are these indicators? ]
Profit target:           [ A higher % profit will take longer and is less likely to be achieved ]

Expectancy: -4.41%.   Win rate: 57.14%.   Mean CAGR: 114.8%. Time in market: 6 years 101 days.
Sharpe Ratio: -1.226. Maximum drawdown: 34.91% on 27 October 2023.

About this Chart's Calculations for Telecommunications

Expectancy calculation (win % x average win) - (loss % x average loss): (57.14% * 5.97%) - (42.86% * 18.27%) = -4.41%.. To be a profitable trader you need to trade with a positive value for expectancy.

Sharpe Ratio calculation assumes a risk free return rate of 2% per calendar year. Ideally it should be a positive number. A higher positive number indicates the strategy has a more attractive risk adjusted rate of return.

To even out CAGR calculations, large individual returns from particularly quick trades have been capped at 300%.

 

52 Week Lows - Profit Probability Projections

This table summarises how long it would take after buying the ETF at the 50 day lows to reach the specified percentage return. Note that past performance is not a guarantee of future performance. The calculations exclude the exceptionally volatile month of March 2020. Calculations also exclude dividends and other distributions to shareholders.

Date Days to Reach Profit Target
5% 7.5% 10% 20%
2023 7 35 48 326
2022 30 18 21
Avg. Days 18 26 34 326
CAGR 169% 176% 178.2% 22.6%

52 Week Lows - Backtest Trading Summary

This table summarises how profitable it would have been to have bought this ETF at each 50 day low. 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 Price Performance (mouseover for details)
5% 7.5% 10% 20%
26 October 2023 $20.18 select_check_box select_check_box select_check_box select_check_box
10 October 2022 $21.04 select_check_box select_check_box select_check_box check_box_outline_blank
06 September 2022 $24.17 disabled_by_default disabled_by_default disabled_by_default disabled_by_default
13 June 2022 $25.12 select_check_box disabled_by_default disabled_by_default disabled_by_default
22 April 2022 $28.66 disabled_by_default disabled_by_default disabled_by_default disabled_by_default
14 March 2022 $28.84 select_check_box disabled_by_default disabled_by_default disabled_by_default
24 January 2022 $30.70 disabled_by_default disabled_by_default disabled_by_default disabled_by_default

52 Week Lows - Compound Annual Growth Rate (CAGR) Summary

Compound Annual Growth Rate (CAGR) shows the annual percentage performance had the investment grown at the same rate over one year. Cross reference the figures in the tables below with the backtesting results tables above to see how long it took to achieve profitability after buying this ETF at the specific 50 day low. A red (empty) table cell shows that the specific profit point has not yet been achieved. Calculations exclude dividends or other distributions this fund may distribute to fund holders.

Date Price Gains / CAGR
5% 7.5% 10% 20%
26 October 2023 $20.18 1,172.3 112.7 106.5 22.6
10 October 2022 $21.04 204.3 332.1 424.3
06 September 2022 $24.17
13 June 2022 $25.12 35.2
22 April 2022 $28.66
14 March 2022 $28.84 204.4
24 January 2022 $30.70

The data for iShares US Telecommunications (exchange: XCBO symbol: IYZ) was last updated 31 Jan 2026 12:47. Data for this ETF is available from 04 Jan 2021 - 30 Jan 2026.