Trend-Following Backtester · Guide · backtest 한국어

etf · US

iShares U.S. Basic Materials ETF backtest

10 trend-following strategies were compared on the full daily history of iShares U.S. Basic Materials ETF. 1 beat buy-and-hold CAGR; Donchian 채널 돌파 ranks first by Sharpe, matching the main backtester. Its 95% market exposure makes it hold-like.

Data 2000-06-20 ~ 2026-07-31daily bars 6,567 (26.1 years)Costs 0.5%Venue XASEMonthly snapshot 2026-07-31

Results by strategy

1 of 10 beat buy and hold (CAGR 6.4%, drawdown -68.1%).

Sharpe leader (same as main): Donchian 채널 돌파 — CAGR 6.9%, MDD -46.9%, Sharpe 0.41, 95% exposure. With at least 95% exposure, it should be treated as hold-like, not strong evidence of timing skill.

No strategy retained at least 75% of buy-and-hold CAGR while reducing drawdown by both 20% relatively and 5 percentage points absolutely.

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
Donchian 채널 돌파
Hold-like · Exposure 95%
entryN=12, exitN=236
6.9%-46.9%0.410.155.8x2795%
ROC 모멘텀
n=81, threshold=-0.09
4.5%-44.4%0.320.103.2x14587%
SMA 크로스오버
fast=29, slow=81
3.8%-38.9%0.310.102.6x9063%
EMA 크로스오버
fast=35, slow=122
1.8%-52.9%0.190.031.6x6369%
Supertrend
period=10, mult=5
0.1%-45.3%0.080.001.0x11256%
Parabolic SAR
step=0.005, maxStep=0.22
-1.7%-49.9%-0.03-0.030.6x24657%
ADX / DI 방향성
period=22, threshold=36
-0.1%-5.8%-0.11-0.021.0x40%
Keltner 채널 돌파
emaPeriod=49, atrPeriod=27, mult=1.2
-2.5%-61.6%-0.11-0.040.5x25652%
MACD
fast=16, slow=44, signal=25
-3.7%-69.7%-0.14-0.050.4x28451%
볼린저 밴드 돌파
n=27, k=2.9
-0.5%-13.8%-0.18-0.030.9x163%
Buy and hold6.4%-68.1%0.370.095.0x1100%
1x 2001 2005 2009 2013 2017 2021 2025 Donchian 채널 돌파Buy and hold
Donchian 채널 돌파: Solid strategy line versus dashed buy-and-hold line. Log scale.
0% -17% -34% -51% -68% 2001 2005 2009 2013 2017 2021 2025 Buy and holdDonchian 채널 돌파
Donchian 채널 돌파 maximum drawdown -46.9% (2008-06-18 → 2009-03-02), recovered after 449 days.

Rules of the top strategy

A new high means a trend starting; a new low means it’s over (turtle-trading style).

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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