Performance analysis of FALN (ISHARES FALLEN ANGELS USD BOND ETF)
Annual Return
Over the past 3 years, FALN has had an average annual return of +8.82%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, FALN has had an average annual return of +3.53%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, FALN has had an average annual return of +6.12%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jun 17, 2016, FALN has had an average annual return of +6.57%, underperforming the benchmark SPY, which returned +15.42% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.29% | +8.93% | +7.68% | +13.46% | -13.80% | +5.39% | +14.86% | +17.42% | -4.97% | +8.67% | +10.41% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.99% | +0.53% | -2.55% | +2.13% | +0.77% | +0.70% | -0.24% | +2.29% | |||||
| 2025 | +1.35% | +0.79% | -0.79% | -1.39% | +1.74% | +2.66% | +0.08% | +1.60% | +2.22% | -0.35% | +0.67% | +0.08% | +8.93% |
| 2024 | +1.21% | -0.22% | +1.72% | -1.91% | +1.47% | -0.38% | +2.83% | +1.76% | +1.31% | -1.15% | +2.13% | -1.23% | +7.68% |
| 2023 | +3.82% | -1.76% | +1.57% | +0.03% | -0.58% | +2.30% | +0.88% | +0.41% | -2.06% | -0.68% | +5.89% | +3.18% | +13.46% |
| 2022 | -4.04% | -1.85% | -1.02% | -4.90% | +0.98% | -6.60% | +4.87% | -1.90% | -4.47% | +1.35% | +4.11% | -0.59% | -13.80% |
| 2021 | -0.20% | -0.03% | +0.30% | +1.09% | +0.38% | +1.84% | +0.82% | +0.72% | -0.27% | +0.34% | -1.83% | +2.16% | +5.39% |
| 2020 | +0.81% | -1.61% | -15.83% | +11.76% | +4.35% | +1.76% | +6.94% | +0.32% | -1.52% | +1.28% | +5.25% | +2.94% | +14.86% |
| 2019 | +5.82% | +1.60% | +1.35% | +1.51% | -1.74% | +2.76% | +1.12% | +0.55% | +0.34% | +0.05% | +0.33% | +2.68% | +17.42% |
| 2018 | +1.72% | -3.42% | +0.75% | -0.21% | +0.31% | -0.05% | +1.15% | +0.77% | +0.41% | -1.98% | -2.01% | -2.39% | -4.97% |
| 2017 | +1.90% | +1.05% | +0.42% | +1.18% | +0.32% | -0.28% | +1.71% | +0.37% | +1.11% | +0.46% | -0.28% | +0.39% | +8.67% |
Drawdown analysis of FALN (ISHARES FALLEN ANGELS USD BOND ETF)
The maximum drawdown for the FALN was -29.22%, occurring on Mar 20, 2020. Recovery took 82 trading sessions.
The current FALN drawdown is -0.64%.
Since Jun 17, 2016 FALN has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.22% | Feb 14, 2020 | 24 | Mar 20, 2020 | 82 | Jul 17, 2020 | 106 |
| -18.79% | Nov 9, 2021 | 238 | Oct 20, 2022 | 407 | Jun 5, 2024 | 645 |
| -8.18% | Jan 24, 2018 | 231 | Dec 24, 2018 | 45 | Mar 1, 2019 | 276 |
| -5.92% | Feb 28, 2025 | 27 | Apr 8, 2025 | 42 | Jun 9, 2025 | 69 |
| -4.10% | Oct 19, 2016 | 17 | Nov 11, 2016 | 17 | Dec 7, 2016 | 34 |
| -3.96% | Feb 19, 2026 | 26 | Mar 27, 2026 | 52 | Jun 11, 2026 | 78 |
| -3.23% | Sep 2, 2020 | 16 | Sep 25, 2020 | 11 | Oct 12, 2020 | 27 |
| -3.17% | Jun 23, 2016 | 2 | Jun 27, 2016 | 3 | Jun 30, 2016 | 5 |
| -2.84% | Feb 12, 2021 | 23 | Mar 18, 2021 | 31 | May 3, 2021 | 54 |
| -2.61% | Sep 6, 2016 | 5 | Sep 13, 2016 | 13 | Sep 30, 2016 | 18 |
| -2.51% | Mar 1, 2017 | 9 | Mar 14, 2017 | 18 | Apr 7, 2017 | 27 |
| -2.24% | May 6, 2019 | 19 | Jun 3, 2019 | 12 | Jun 19, 2019 | 31 |
| -2.23% | Sep 15, 2021 | 18 | Oct 11, 2021 | 19 | Nov 5, 2021 | 37 |
| -2.03% | Dec 6, 2024 | 9 | Dec 19, 2024 | 23 | Jan 27, 2025 | 32 |
| -1.98% | Sep 17, 2019 | 15 | Oct 8, 2019 | 41 | Dec 5, 2019 | 56 |
| -1.80% | Oct 27, 2025 | 15 | Nov 17, 2025 | 10 | Dec 2, 2025 | 25 |
| -1.78% | Oct 12, 2020 | 13 | Oct 29, 2020 | 4 | Nov 4, 2020 | 17 |
| -1.78% | Nov 3, 2017 | 8 | Nov 15, 2017 | 11 | Dec 1, 2017 | 19 |
| -1.70% | Jul 26, 2019 | 13 | Aug 14, 2019 | 10 | Aug 28, 2019 | 23 |
| -1.58% | Sep 27, 2024 | 25 | Nov 1, 2024 | 5 | Nov 8, 2024 | 30 |
| -1.56% | Jul 20, 2016 | 9 | Aug 2, 2016 | 2 | Aug 4, 2016 | 11 |
| -1.53% | Jun 12, 2017 | 7 | Jun 21, 2017 | 15 | Jul 13, 2017 | 22 |
| -1.52% | Aug 7, 2020 | 5 | Aug 14, 2020 | 12 | Sep 1, 2020 | 17 |
| -1.40% | Jun 5, 2024 | 17 | Jul 1, 2024 | 6 | Jul 10, 2024 | 23 |
| -1.37% | Oct 1, 2025 | 7 | Oct 10, 2025 | 11 | Oct 27, 2025 | 18 |