Trend-Following Backtester · Guide · backtest 한국어

etf · US

iShares U.S. Aerospace & Defense ETF backtest

10 trend-following strategies were compared on the full daily history of iShares U.S. Aerospace & Defense ETF. 1 beat buy-and-hold CAGR; ROC 모멘텀 ranks first by Sharpe, matching the main backtester. Its 97% market exposure makes it hold-like. The return/drawdown alternative is Donchian 채널 돌파 (CAGR 9.8%, MDD -35.1%).

Data 2006-05-05 ~ 2026-07-31daily bars 5,091 (20.2 years)Costs 0.5%Venue ARCXMonthly snapshot 2026-07-31

Results by strategy

1 of 10 beat buy and hold (CAGR 11.6%, drawdown -60.2%).

Sharpe leader (same as main): ROC 모멘텀 — CAGR 13.3%, MDD -49.9%, Sharpe 0.72, 97% exposure. With at least 95% exposure, it should be treated as hold-like, not strong evidence of timing skill.

Return/drawdown alternative: Donchian 채널 돌파 — CAGR is 1.7%p higher than buy and hold, while drawdown improves by 10.2%p (CAGR 9.8%, MDD -35.1%, exposure 70%).

The alternative must retain 75% of buy-and-hold CAGR, improve drawdown by at least 20% and 5 percentage points, and stay below 95% exposure; the ranking weights return retention 60% and drawdown improvement 40%.

Strategy · parametersCAGRMDDSharpeCalmarTotalTradesExposure
ROC 모멘텀
Hold-like · Exposure 97%
n=16, threshold=-0.11
13.3%-49.9%0.720.2712.4x4797%
Donchian 채널 돌파
entryN=81, exitN=73
9.8%-35.1%0.710.286.6x2570%
EMA 크로스오버
fast=25, slow=76
8.5%-29.4%0.620.295.2x5373%
SMA 크로스오버
fast=55, slow=174
8.2%-40.3%0.570.204.9x2571%
Supertrend
period=28, mult=4.9
3.6%-37.8%0.300.102.0x8370%
ADX / DI 방향성
period=38, threshold=23
1.0%-10.5%0.300.091.2x105%
Keltner 채널 돌파
emaPeriod=75, atrPeriod=10, mult=3.8
2.0%-44.1%0.240.051.5x6644%
볼린저 밴드 돌파
n=30, k=3.5
0.2%-3.2%0.200.051.0x21%
MACD
fast=11, slow=30, signal=16
1.2%-34.2%0.160.041.3x32052%
Parabolic SAR
step=0.01, maxStep=0.06
0.6%-41.4%0.110.011.1x25563%
Buy and hold11.6%-60.2%0.600.199.2x1100%
1x 10x 2007 2010 2013 2016 2019 2022 2025 ROC 모멘텀Buy and hold
ROC 모멘텀: Solid strategy line versus dashed buy-and-hold line. Log scale.
0% -15% -30% -45% -60% 2007 2010 2013 2016 2019 2022 2025 Buy and holdROC 모멘텀
ROC 모멘텀 maximum drawdown -49.9% (2007-10-09 → 2009-03-20), recovered after 1,578 days.

Rules of the top strategy

Rides the trend when recent return (momentum) over a window is above a threshold.

Method and caveats

Past performance does not guarantee future returns. Parameters were selected on the same full-history sample using sharpe over 40 trials per strategy, so results contain in-sample bias. 0.5% trading costs are included; taxes, slippage and rejected orders are not.
Re-run the same setupAll asset reports

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