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Performance analysis of CMBS (ISHARES CMBS ETF)

Annual Return

Over the past 3 years, CMBS has had an average annual return of +5.16%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, CMBS has had an average annual return of +0.79%, underperforming the benchmark SPY, which returned +13.88% annual.

Over the past 10 years, CMBS has had an average annual return of +2.06%, underperforming the benchmark SPY, which returned +15.45% annual.

Since Feb 16, 2012, CMBS has had an average annual return of +2.37%, underperforming the benchmark SPY, which returned +14.71% annual.

202620252024202320222021202020192018201720162015
+0.14%+7.67%+4.27%+5.05%-11.21%-1.82%+7.86%+7.93%+0.77%+2.95%+3.08%+1.23%
201420132012
+2.43%+0.62%+4.54%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.47%+1.47%-2.03%+0.61%+0.15%-0.48%+0.14%
2025+1.08%+1.33%-0.15%+1.38%-0.28%+1.29%-0.17%+1.25%+0.51%+0.25%+1.03%-0.09%+7.67%
2024+0.49%-0.23%+0.92%-2.09%+1.60%+1.02%+2.02%+0.78%+2.22%-2.47%+0.39%-0.34%+4.27%
2023+2.91%-2.13%+0.34%+1.83%-1.13%-0.65%+0.13%-0.04%-1.12%-1.09%+2.96%+3.12%+5.05%
2022-1.30%-1.64%-2.81%-1.89%-0.05%-0.97%+2.20%-3.10%-3.17%-1.68%+2.82%-0.03%-11.21%
2021+0.21%-1.81%-0.70%+0.77%+0.60%+0.16%+0.78%+0.13%-0.96%-0.50%+0.15%-0.63%-1.82%
2020+2.73%+0.63%-1.18%+0.25%+1.02%+1.67%+1.12%-0.18%+0.76%-0.67%+0.55%+0.94%+7.86%
2019+0.57%+0.46%+2.18%+0%+2.08%+1.04%+0.25%+2.06%-0.55%-0.21%+0.17%-0.35%+7.93%
2018-0.98%-0.48%+0.11%-0.83%+1.17%-0.17%-0.21%+0.85%-0.56%-0.52%+0.68%+1.77%+0.77%
2017+0.14%+0.55%+0.04%+0.61%+0.80%-0.45%+0.80%+1.17%-1.05%+0.23%-0.27%+0.36%+2.95%

Drawdown analysis of CMBS (ISHARES CMBS ETF)

The maximum drawdown for the CMBS was -15.87%, occurring on Nov 3, 2022. Recovery took 687 trading sessions.

The current CMBS drawdown is -1.76%.

Since Feb 16, 2012 CMBS has experienced the following drawdowns:

  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-15.87%Jul 20, 2021327Nov 3, 2022687Aug 4, 20251014
-9.90%Mar 9, 202012Mar 25, 202088Jul 30, 2020100
-4.94%Sep 7, 201669Dec 14, 2016181Sep 5, 2017250
-3.81%Sep 7, 2017174May 17, 2018158Jan 3, 2019332
-3.32%May 21, 201362Aug 19, 2013164Apr 14, 2014226
-2.55%Jan 29, 202143Apr 1, 202175Jul 20, 2021118
-2.43%Feb 27, 202620Mar 27, 2026OngoingOngoingOngoing
-2.20%Feb 2, 201589Jun 10, 201588Oct 14, 2015177
-2.05%Oct 14, 201553Dec 30, 201513Jan 20, 201666
-2.04%Sep 4, 201947Nov 8, 201952Jan 27, 202099
-1.84%Feb 11, 201629Mar 24, 20165Apr 1, 201634
-1.82%Jul 3, 20128Jul 16, 20127Jul 25, 201215
-1.61%Mar 7, 201261Jun 4, 201216Jun 26, 201277
-1.55%Oct 2, 202026Nov 9, 202023Dec 11, 202049
-1.38%Nov 28, 201417Dec 23, 20149Jan 7, 201526
-1.28%Jul 30, 20209Aug 12, 202019Sep 9, 202028
-1.26%Feb 16, 20123Feb 22, 20128Mar 5, 201211
-1.24%Aug 7, 201428Sep 17, 201415Oct 8, 201443
-1.16%Jan 20, 20164Jan 26, 20165Feb 2, 20169
-1.15%Jun 17, 20162Jun 21, 20164Jun 27, 20166
-1.11%Oct 16, 201417Nov 10, 201413Nov 28, 201430
-1.02%Mar 27, 201915Apr 17, 20199May 1, 201924
-1.01%Feb 14, 20132Feb 19, 201330Apr 3, 201332
-0.99%Sep 10, 20202Sep 14, 202014Oct 2, 202016
-0.97%Jan 5, 20216Jan 13, 202111Jan 29, 202117