Performance analysis of EAGG (ISHARES ESG AWARE U.S. AGGREGATE BOND ETF)
Annual Return
Over the past 3 years, EAGG has had an average annual return of +3.84%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, EAGG has had an average annual return of +0.00858%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Oct 23, 2018, EAGG has had an average annual return of +2.06%, underperforming the benchmark SPY, which returned +15.98% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.27% | +7.17% | +1.13% | +5.57% | -13.63% | -1.31% | +7.41% | +8.69% | +2.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.19% | +1.63% | -1.77% | +0.19% | +0.29% | -0.23% | +0.27% | ||||||
| 2025 | +0.63% | +2.16% | +0.09% | +0.28% | -0.62% | +1.48% | -0.28% | +1.21% | +1.11% | +0.64% | +0.60% | -0.30% | +7.17% |
| 2024 | -0.25% | -1.36% | +0.82% | -2.51% | +1.71% | +0.86% | +2.41% | +1.43% | +1.36% | -2.56% | +1.09% | -1.72% | +1.13% |
| 2023 | +3.36% | -2.70% | +2.72% | +0.55% | -1.14% | -0.49% | -0.03% | -0.60% | -2.55% | -1.56% | +4.50% | +3.70% | +5.57% |
| 2022 | -2.55% | -1.11% | -2.73% | -3.96% | +0.83% | -1.72% | +2.63% | -3.06% | -4.15% | -1.41% | +4.01% | -1.00% | -13.63% |
| 2021 | -0.71% | -1.53% | -0.80% | +0.34% | +0.23% | +0.80% | +1.12% | -0.17% | -1.05% | +0.10% | +0.22% | +0.16% | -1.31% |
| 2020 | +1.92% | +1.72% | +0.06% | +1.34% | +0.48% | +0.75% | +1.29% | -0.87% | -0.14% | -0.57% | +1.15% | +0.08% | +7.41% |
| 2019 | +1.17% | -0.19% | +2.11% | -0.04% | +1.72% | +1.35% | +0.17% | +2.66% | -0.58% | +0.20% | +0.04% | -0.20% | +8.69% |
| 2018 | +0.20% | +0.36% | +1.78% | +2.35% |
Drawdown analysis of EAGG (ISHARES ESG AWARE U.S. AGGREGATE BOND ETF)
The maximum drawdown for the EAGG was -18.74%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current EAGG drawdown is -2.80%.
Since Oct 23, 2018 EAGG has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.74% | Aug 4, 2020 | 558 | Oct 20, 2022 | Ongoing | Ongoing | Ongoing |
| -6.98% | Mar 9, 2020 | 8 | Mar 19, 2020 | 24 | Apr 23, 2020 | 32 |
| -2.12% | Sep 4, 2019 | 7 | Sep 13, 2019 | 88 | Jan 21, 2020 | 95 |
| -0.96% | Apr 23, 2020 | 12 | May 11, 2020 | 7 | May 20, 2020 | 19 |
| -0.81% | Jul 3, 2019 | 5 | Jul 11, 2019 | 15 | Aug 1, 2019 | 20 |
| -0.71% | Mar 27, 2019 | 14 | Apr 16, 2019 | 14 | May 7, 2019 | 28 |
| -0.61% | Jan 3, 2019 | 11 | Jan 18, 2019 | 7 | Jan 30, 2019 | 18 |
| -0.59% | Feb 26, 2019 | 3 | Mar 1, 2019 | 4 | Mar 7, 2019 | 7 |
| -0.55% | Jan 31, 2020 | 3 | Feb 5, 2020 | 8 | Feb 18, 2020 | 11 |
| -0.54% | May 22, 2020 | 9 | Jun 5, 2020 | 3 | Jun 10, 2020 | 12 |
| -0.48% | Oct 29, 2018 | 6 | Nov 6, 2018 | 9 | Nov 19, 2018 | 15 |
| -0.44% | Aug 15, 2019 | 2 | Aug 19, 2019 | 4 | Aug 23, 2019 | 6 |
| -0.41% | Jan 31, 2019 | 2 | Feb 4, 2019 | 4 | Feb 8, 2019 | 6 |
| -0.29% | Feb 8, 2019 | 3 | Feb 13, 2019 | 3 | Feb 19, 2019 | 6 |
| -0.28% | May 15, 2019 | 4 | May 21, 2019 | 2 | May 23, 2019 | 6 |
| -0.27% | Jun 10, 2020 | 1 | Jun 11, 2020 | 2 | Jun 15, 2020 | 3 |
| -0.27% | Jun 20, 2019 | 1 | Jun 21, 2019 | 1 | Jun 24, 2019 | 2 |
| -0.25% | Dec 24, 2018 | 1 | Dec 26, 2018 | 2 | Dec 28, 2018 | 3 |
| -0.25% | Jun 7, 2019 | 1 | Jun 10, 2019 | 3 | Jun 13, 2019 | 4 |
| -0.23% | Jun 3, 2019 | 3 | Jun 6, 2019 | 1 | Jun 7, 2019 | 4 |
| -0.23% | Jun 15, 2020 | 1 | Jun 16, 2020 | 7 | Jun 25, 2020 | 8 |
| -0.22% | Jun 25, 2019 | 1 | Jun 26, 2019 | 2 | Jun 28, 2019 | 3 |
| -0.21% | Feb 20, 2019 | 1 | Feb 21, 2019 | 3 | Feb 26, 2019 | 4 |
| -0.20% | Aug 12, 2019 | 1 | Aug 13, 2019 | 1 | Aug 14, 2019 | 2 |
| -0.20% | Dec 10, 2018 | 2 | Dec 12, 2018 | 3 | Dec 17, 2018 | 5 |