Performance analysis of AGG (ISHARES CORE U.S. AGGREGATE BOND ETF)
Annual Return
Over the past 3 years, AGG has had an average annual return of +3.75%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, AGG has had an average annual return of -0.29%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, AGG has had an average annual return of +1.39%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Sep 26, 2003, AGG has had an average annual return of +3.02%, underperforming the benchmark SPY, which returned +11.23% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.19% | +7.20% | +1.31% | +5.65% | -13.02% | -1.77% | +7.47% | +8.46% | +0.09% | +3.56% | +2.42% | +0.48% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +6% | -1.97% | +3.75% | +7.69% | +6.37% | +2.97% | +7.91% | +6.59% | +3.90% | +2.27% | +3.78% | +0.62% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.25% | +1.60% | -1.79% | +0.17% | +0.29% | +0.26% | -0.92% | -0.19% | |||||
| 2025 | +0.52% | +2.24% | -0.03% | +0.43% | -0.60% | +1.45% | -0.26% | +1.19% | +1.13% | +0.62% | +0.60% | -0.27% | +7.20% |
| 2024 | -0.15% | -1.48% | +0.90% | -2.48% | +1.67% | +0.89% | +2.42% | +1.46% | +1.33% | -2.52% | +1.12% | -1.69% | +1.31% |
| 2023 | +3.33% | -2.67% | +2.64% | +0.57% | -1.14% | -0.37% | -0.02% | -0.63% | -2.59% | -1.57% | +4.59% | +3.69% | +5.65% |
| 2022 | -2.00% | -1.14% | -2.81% | -3.81% | +0.76% | -1.55% | +2.54% | -3.04% | -4.15% | -1.28% | +3.81% | -0.87% | -13.02% |
| 2021 | -0.74% | -1.52% | -1.15% | +0.73% | +0.20% | +0.83% | +1.11% | -0.20% | -0.92% | -0.01% | +0.27% | -0.36% | -1.77% |
| 2020 | +2.03% | +1.58% | -0.52% | +1.72% | +0.67% | +0.66% | +1.33% | -0.83% | -0.09% | -0.56% | +1.20% | +0.08% | +7.47% |
| 2019 | +0.91% | -0.11% | +2.12% | -0.20% | +1.91% | +1.10% | +0.18% | +2.78% | -0.61% | +0.21% | -0.03% | -0.05% | +8.46% |
| 2018 | -1.13% | -1.01% | +0.67% | -0.94% | +0.66% | +0.10% | -0.03% | +0.57% | -0.62% | -0.64% | +0.52% | +1.98% | +0.09% |
| 2017 | +0.22% | +0.65% | -0.05% | +0.90% | +0.69% | -0.02% | +0.33% | +0.94% | -0.57% | +0.09% | -0.15% | +0.48% | +3.56% |
Drawdown analysis of AGG (ISHARES CORE U.S. AGGREGATE BOND ETF)
The maximum drawdown for the AGG was -18.44%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current AGG drawdown is -2.58%.
Since Sep 26, 2003 AGG has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.44% | Aug 4, 2020 | 558 | Oct 20, 2022 | Ongoing | Ongoing | Ongoing |
| -12.83% | Sep 9, 2008 | 23 | Oct 10, 2008 | 45 | Dec 15, 2008 | 68 |
| -9.58% | Mar 6, 2020 | 8 | Mar 18, 2020 | 45 | May 21, 2020 | 53 |
| -5.14% | May 2, 2013 | 87 | Sep 5, 2013 | 173 | May 14, 2014 | 260 |
| -4.65% | Mar 24, 2004 | 32 | May 10, 2004 | 87 | Sep 14, 2004 | 119 |
| -4.49% | Jul 8, 2016 | 112 | Dec 15, 2016 | 178 | Aug 31, 2017 | 290 |
| -4.28% | Jan 5, 2009 | 43 | Mar 9, 2009 | 110 | Aug 13, 2009 | 153 |
| -3.52% | Sep 7, 2017 | 174 | May 17, 2018 | 158 | Jan 3, 2019 | 332 |
| -3.52% | Nov 4, 2010 | 67 | Feb 10, 2011 | 60 | May 9, 2011 | 127 |
| -3.00% | Mar 20, 2008 | 59 | Jun 13, 2008 | 59 | Sep 8, 2008 | 118 |
| -2.92% | Jan 30, 2015 | 90 | Jun 10, 2015 | 167 | Feb 8, 2016 | 257 |
| -2.54% | May 7, 2007 | 25 | Jun 12, 2007 | 47 | Aug 17, 2007 | 72 |
| -2.49% | Feb 9, 2005 | 32 | Mar 29, 2005 | 36 | May 18, 2005 | 68 |
| -2.44% | Sep 1, 2005 | 44 | Nov 3, 2005 | 50 | Jan 18, 2006 | 94 |
| -2.36% | Jan 18, 2006 | 110 | Jun 26, 2006 | 28 | Aug 4, 2006 | 138 |
| -2.12% | Nov 30, 2009 | 19 | Dec 28, 2009 | 45 | Mar 4, 2010 | 64 |
| -2.01% | Sep 4, 2019 | 7 | Sep 13, 2019 | 15 | Oct 4, 2019 | 22 |
| -1.96% | Feb 5, 2008 | 13 | Feb 25, 2008 | 15 | Mar 17, 2008 | 28 |
| -1.82% | Sep 30, 2003 | 12 | Oct 16, 2003 | 22 | Nov 17, 2003 | 34 |
| -1.72% | Dec 3, 2007 | 9 | Dec 14, 2007 | 12 | Jan 3, 2008 | 21 |
| -1.61% | Jun 27, 2005 | 29 | Aug 8, 2005 | 17 | Aug 31, 2005 | 46 |
| -1.57% | Feb 27, 2012 | 15 | Mar 19, 2012 | 21 | Apr 18, 2012 | 36 |
| -1.55% | Oct 4, 2019 | 25 | Nov 8, 2019 | 45 | Jan 15, 2020 | 70 |
| -1.48% | Sep 22, 2011 | 16 | Oct 14, 2011 | 42 | Dec 14, 2011 | 58 |
| -1.34% | Mar 17, 2010 | 12 | Apr 5, 2010 | 19 | Apr 30, 2010 | 31 |