Performance analysis of AGZ (ISHARES AGENCY BOND ETF)
Annual Return
Over the past 3 years, AGZ has had an average annual return of +4.10%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, AGZ has had an average annual return of +1.01%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, AGZ has had an average annual return of +1.76%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 7, 2008, AGZ has had an average annual return of +2.36%, underperforming the benchmark SPY, which returned +14.51% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.22% | +6.05% | +3.07% | +5.18% | -7.77% | -1.05% | +5.78% | +5.51% | +1.32% | +2.01% | +1.03% | +1.34% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |||||
| +3.68% | -1.26% | +1.54% | +4.88% | +3.75% | +1.49% | +6.01% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.08% | +0.87% | -0.84% | +0.20% | +0.05% | +0.26% | -0.40% | +0.22% | |||||
| 2025 | +0.56% | +1.16% | +0.27% | +0.76% | -0.41% | +0.87% | -0.10% | +1.03% | +0.63% | +0.55% | +0.49% | +0.09% | +6.05% |
| 2024 | +0.14% | -0.40% | +0.46% | -1.08% | +0.93% | +0.62% | +1.81% | +0.86% | +0.76% | -1.25% | +0.80% | -0.58% | +3.07% |
| 2023 | +1.74% | -1.24% | +1.68% | +0.55% | -0.45% | -0.48% | +0.15% | +0.40% | -0.86% | -0.11% | +1.95% | +1.79% | +5.18% |
| 2022 | -1.15% | -0.54% | -2.37% | -1.67% | +0.65% | -0.77% | +1.24% | -1.69% | -2.35% | -0.68% | +1.73% | -0.36% | -7.77% |
| 2021 | -0.06% | -0.75% | -0.59% | +0.35% | +0.28% | +0.08% | +0.82% | +0.00695% | -0.58% | -0.38% | +0.16% | -0.39% | -1.05% |
| 2020 | +1.63% | +1.58% | +1.36% | +0.26% | +0.51% | +0.06% | +0.61% | -0.28% | -0.07% | -0.21% | +0.21% | -0.01% | +5.78% |
| 2019 | +0.33% | -0.15% | +1.53% | -0.00763% | +1.48% | +0.62% | +0.04% | +2.09% | -0.42% | +0.09% | +0.04% | -0.25% | +5.51% |
| 2018 | -0.96% | -0.33% | +0.66% | -0.74% | +0.54% | +0.15% | -0.28% | +0.57% | -0.38% | +0.02% | +0.52% | +1.56% | +1.32% |
| 2017 | +0.26% | +0.25% | +0.11% | +0.57% | +0.52% | -0.13% | +0.30% | +0.59% | -0.52% | +0.05% | -0.16% | +0.17% | +2.01% |
Drawdown analysis of AGZ (ISHARES AGENCY BOND ETF)
The maximum drawdown for the AGZ was -11.01%, occurring on Oct 20, 2022. Recovery took 590 trading sessions.
The current AGZ drawdown is -0.73%.
Since Nov 7, 2008 AGZ has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.01% | Sep 3, 2020 | 536 | Oct 20, 2022 | 590 | Feb 28, 2025 | 1126 |
| -4.98% | Nov 13, 2008 | 7 | Nov 24, 2008 | 12 | Dec 11, 2008 | 19 |
| -3.28% | May 1, 2013 | 37 | Jun 24, 2013 | 225 | May 15, 2014 | 262 |
| -2.88% | Jul 6, 2016 | 114 | Dec 15, 2016 | 169 | Aug 18, 2017 | 283 |
| -2.53% | Nov 4, 2010 | 65 | Feb 8, 2011 | 78 | Jun 1, 2011 | 143 |
| -2.34% | Sep 7, 2017 | 174 | May 17, 2018 | 148 | Dec 18, 2018 | 322 |
| -2.25% | Apr 14, 2009 | 40 | Jun 10, 2009 | 19 | Jul 8, 2009 | 59 |
| -2.24% | Mar 9, 2020 | 7 | Mar 18, 2020 | 85 | Jul 20, 2020 | 92 |
| -1.84% | Jan 23, 2015 | 95 | Jun 10, 2015 | 88 | Oct 14, 2015 | 183 |
| -1.81% | Jan 14, 2009 | 13 | Feb 3, 2009 | 30 | Mar 18, 2009 | 43 |
| -1.58% | Jul 8, 2009 | 22 | Aug 7, 2009 | 17 | Sep 1, 2009 | 39 |
| -1.53% | Nov 30, 2009 | 19 | Dec 28, 2009 | 87 | May 4, 2010 | 106 |
| -1.53% | Sep 4, 2019 | 7 | Sep 13, 2019 | 90 | Jan 23, 2020 | 97 |
| -1.35% | Feb 27, 2026 | 56 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -1.30% | Apr 4, 2025 | 5 | Apr 11, 2025 | 10 | Apr 28, 2025 | 15 |
| -1.30% | Dec 18, 2008 | 10 | Jan 5, 2009 | 6 | Jan 13, 2009 | 16 |
| -1.13% | Feb 1, 2012 | 33 | Mar 20, 2012 | 34 | May 8, 2012 | 67 |
| -1.11% | Oct 3, 2011 | 18 | Oct 27, 2011 | 9 | Nov 9, 2011 | 27 |
| -1.04% | Oct 14, 2015 | 52 | Dec 29, 2015 | 22 | Feb 1, 2016 | 74 |
| -1.00% | Apr 29, 2025 | 11 | May 14, 2025 | 26 | Jun 23, 2025 | 37 |
| -0.96% | Mar 18, 2009 | 5 | Mar 25, 2009 | 10 | Apr 8, 2009 | 15 |
| -0.96% | Feb 10, 2016 | 23 | Mar 15, 2016 | 16 | Apr 7, 2016 | 39 |
| -0.84% | Nov 28, 2014 | 5 | Dec 5, 2014 | 5 | Dec 12, 2014 | 10 |
| -0.81% | Aug 4, 2020 | 17 | Aug 27, 2020 | 5 | Sep 3, 2020 | 22 |
| -0.80% | Nov 15, 2012 | 49 | Jan 29, 2013 | 46 | Apr 5, 2013 | 95 |