Performance analysis of BGRN (ISHARES USD GREEN BOND ETF)
Annual Return
Over the past 3 years, BGRN has had an average annual return of +4.76%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, BGRN has had an average annual return of +0.54%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Nov 27, 2018, BGRN has had an average annual return of +2.24%, underperforming the benchmark SPY, which returned +16.50% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.43% | +7.28% | +2.77% | +6.50% | -13.07% | -2.79% | +6.86% | +9.71% | +1.14% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.25% | +1.02% | -1.53% | +0.45% | +0.44% | -0.19% | +0.43% | ||||||
| 2025 | +0.60% | +1.60% | +0.10% | +0.15% | +0.17% | +1.41% | +0.08% | +0.99% | +0.95% | +0.51% | +0.52% | -0.02% | +7.28% |
| 2024 | -0.22% | -0.70% | +0.83% | -1.74% | +1.51% | +0.52% | +2.03% | +1.51% | +1.30% | -1.92% | +1.09% | -1.37% | +2.77% |
| 2023 | +2.91% | -2.20% | +2.34% | +0.86% | -1.11% | -0.06% | +0.30% | -0.69% | -1.77% | -1.24% | +3.95% | +3.25% | +6.50% |
| 2022 | -1.83% | -2.16% | -2.94% | -4.00% | +1.03% | -1.89% | +2.64% | -2.82% | -3.69% | -1.39% | +3.68% | -0.22% | -13.07% |
| 2021 | -0.61% | -1.82% | -0.41% | -0.24% | -0.14% | +0.52% | +1.85% | -0.39% | -1.20% | -0.36% | +0.86% | -0.83% | -2.79% |
| 2020 | +2.42% | +1.04% | -3.81% | +2.46% | +0.09% | +1.28% | +1.54% | -0.59% | +0.86% | +0.59% | +0.60% | +0.32% | +6.86% |
| 2019 | +1.61% | +0.26% | +2.10% | +0.48% | +1.19% | +2.10% | +1.44% | +2.19% | -0.65% | -0.52% | -0.25% | -0.58% | +9.71% |
| 2018 | +0.16% | +0.98% | +1.14% |
Drawdown analysis of BGRN (ISHARES USD GREEN BOND ETF)
The maximum drawdown for the BGRN was -19.16%, occurring on Oct 20, 2022. Recovery took 831 trading sessions.
The current BGRN drawdown is -0.83%.
Since Nov 27, 2018 BGRN has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.16% | Dec 11, 2020 | 467 | Oct 20, 2022 | 831 | Feb 13, 2026 | 1298 |
| -6.57% | Mar 9, 2020 | 7 | Mar 18, 2020 | 86 | Jul 21, 2020 | 93 |
| -2.22% | Feb 27, 2026 | 20 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -2.21% | Aug 28, 2019 | 53 | Nov 12, 2019 | 53 | Jan 30, 2020 | 106 |
| -0.94% | Aug 4, 2020 | 17 | Aug 27, 2020 | 16 | Sep 21, 2020 | 33 |
| -0.86% | Jul 3, 2019 | 5 | Jul 11, 2019 | 6 | Jul 19, 2019 | 11 |
| -0.84% | Nov 5, 2020 | 3 | Nov 10, 2020 | 7 | Nov 19, 2020 | 10 |
| -0.63% | Aug 15, 2019 | 5 | Aug 22, 2019 | 4 | Aug 28, 2019 | 9 |
| -0.57% | Nov 20, 2020 | 6 | Dec 1, 2020 | 5 | Dec 8, 2020 | 11 |
| -0.53% | Jan 31, 2020 | 3 | Feb 5, 2020 | 8 | Feb 18, 2020 | 11 |
| -0.47% | Mar 28, 2019 | 13 | Apr 16, 2019 | 5 | Apr 24, 2019 | 18 |
| -0.36% | Sep 21, 2020 | 2 | Sep 23, 2020 | 4 | Sep 29, 2020 | 6 |
| -0.35% | Jun 7, 2019 | 2 | Jun 11, 2019 | 3 | Jun 14, 2019 | 5 |
| -0.35% | Feb 22, 2019 | 4 | Feb 28, 2019 | 4 | Mar 6, 2019 | 8 |
| -0.34% | Oct 15, 2020 | 5 | Oct 22, 2020 | 3 | Oct 27, 2020 | 8 |
| -0.32% | Jun 25, 2019 | 1 | Jun 26, 2019 | 2 | Jun 28, 2019 | 3 |
| -0.29% | Aug 7, 2019 | 2 | Aug 9, 2019 | 2 | Aug 13, 2019 | 4 |
| -0.29% | May 15, 2019 | 4 | May 21, 2019 | 2 | May 23, 2019 | 6 |
| -0.28% | Apr 24, 2019 | 1 | Apr 25, 2019 | 1 | Apr 26, 2019 | 2 |
| -0.28% | Jun 18, 2019 | 1 | Jun 19, 2019 | 1 | Jun 20, 2019 | 2 |
| -0.22% | Jul 24, 2019 | 1 | Jul 25, 2019 | 1 | Jul 26, 2019 | 2 |
| -0.19% | Oct 27, 2020 | 3 | Oct 30, 2020 | 3 | Nov 4, 2020 | 6 |
| -0.18% | Feb 19, 2019 | 2 | Feb 21, 2019 | 1 | Feb 22, 2019 | 3 |
| -0.18% | Jun 20, 2019 | 1 | Jun 21, 2019 | 2 | Jun 25, 2019 | 3 |
| -0.18% | Mar 3, 2020 | 1 | Mar 4, 2020 | 1 | Mar 5, 2020 | 2 |