Performance analysis of ICVT (ISHARES CONVERTIBLE BOND ETF)
Annual Return
Over the past 3 years, ICVT has had an average annual return of +21.48%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, ICVT has had an average annual return of +8.20%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, ICVT has had an average annual return of +14.12%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jun 4, 2015, ICVT has had an average annual return of +12.14%, underperforming the benchmark SPY, which returned +14.29% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +26.50% | +18.10% | +10.62% | +15.34% | -20.66% | -0.51% | +61.01% | +21.76% | -0.32% | +16.38% | +9.75% | -6.03% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.09% | +1.32% | -2.73% | +10.87% | +7.19% | +2.78% | +26.50% | ||||||
| 2025 | +3.22% | -1.47% | -2.93% | +1.55% | +2.88% | +3.69% | +2.94% | +2.12% | +6.08% | +3.38% | -2.75% | -1.51% | +18.10% |
| 2024 | -1.37% | +1.01% | +2.29% | -3.33% | +1.81% | +0.63% | +2.33% | +1.42% | +3.13% | +0.53% | +6.51% | -4.36% | +10.62% |
| 2023 | +6.10% | -0.90% | -0.31% | -1.63% | +1.55% | +5.58% | +3.02% | -3.33% | -2.09% | -4.33% | +5.11% | +6.38% | +15.34% |
| 2022 | -7.23% | +0.47% | +0.39% | -7.41% | -4.35% | -5.75% | +4.70% | +1.29% | -5.84% | +2.59% | +1.83% | -2.61% | -20.66% |
| 2021 | +3.40% | +4.12% | -5.39% | +2.51% | -2.20% | +3.74% | -1.88% | +1.97% | -2.08% | +2.75% | -5.08% | -1.72% | -0.51% |
| 2020 | +2.73% | -1.84% | -13.81% | +12.94% | +7.26% | +8.16% | +7.40% | +10.24% | -3.64% | +0.32% | +14.45% | +7.93% | +61.01% |
| 2019 | +6.70% | +4.10% | -0.38% | +2.95% | -4.44% | +4.81% | +2.02% | -2.48% | -1.44% | +1.93% | +3.74% | +2.90% | +21.76% |
| 2018 | +3.61% | -1.12% | +0.05% | -0.28% | +3.73% | -0.46% | +0.39% | +3.82% | -0.11% | -6.70% | +1.40% | -4.10% | -0.32% |
| 2017 | +3.52% | +1.75% | +0.79% | +1.16% | +1.69% | -0.09% | +2.54% | +0.21% | +1.90% | +1.44% | +0.25% | +0.16% | +16.38% |
Drawdown analysis of ICVT (ISHARES CONVERTIBLE BOND ETF)
The maximum drawdown for the ICVT was -33.15%, occurring on Jun 16, 2022. Recovery took 807 trading sessions.
Since Jun 4, 2015 ICVT has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.15% | Feb 12, 2021 | 338 | Jun 16, 2022 | 807 | Sep 5, 2025 | 1145 |
| -32.18% | Feb 19, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
| -18.52% | Jun 23, 2015 | 158 | Feb 8, 2016 | 170 | Oct 10, 2016 | 328 |
| -13.86% | Aug 29, 2018 | 80 | Dec 24, 2018 | 41 | Feb 25, 2019 | 121 |
| -8.63% | Sep 1, 2020 | 4 | Sep 8, 2020 | 23 | Oct 9, 2020 | 27 |
| -7.55% | Nov 3, 2025 | 13 | Nov 20, 2025 | 38 | Jan 16, 2026 | 51 |
| -6.74% | Jan 26, 2018 | 9 | Feb 8, 2018 | 19 | Mar 8, 2018 | 28 |
| -6.55% | Jul 24, 2019 | 49 | Oct 2, 2019 | 39 | Nov 26, 2019 | 88 |
| -6.17% | Jan 28, 2026 | 42 | Mar 30, 2026 | 6 | Apr 8, 2026 | 48 |
| -5.84% | Mar 12, 2018 | 14 | Apr 2, 2018 | 41 | May 30, 2018 | 55 |
| -5.48% | May 3, 2019 | 20 | Jun 3, 2019 | 20 | Jul 1, 2019 | 40 |
| -4.87% | Jun 8, 2020 | 3 | Jun 11, 2020 | 4 | Jun 17, 2020 | 7 |
| -4.66% | Oct 13, 2020 | 13 | Oct 30, 2020 | 4 | Nov 5, 2020 | 17 |
| -4.43% | Jun 20, 2018 | 5 | Jun 27, 2018 | 43 | Aug 28, 2018 | 48 |
| -3.81% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -3.78% | Jan 25, 2021 | 4 | Jan 29, 2021 | 2 | Feb 2, 2021 | 6 |
| -3.40% | Oct 10, 2016 | 18 | Nov 3, 2016 | 10 | Nov 17, 2016 | 28 |
| -3.03% | Jul 26, 2017 | 11 | Aug 10, 2017 | 26 | Sep 18, 2017 | 37 |
| -2.98% | Nov 5, 2020 | 3 | Nov 10, 2020 | 5 | Nov 17, 2020 | 8 |
| -2.93% | Oct 15, 2025 | 5 | Oct 22, 2025 | 3 | Oct 27, 2025 | 8 |
| -2.80% | Jul 20, 2020 | 4 | Jul 24, 2020 | 5 | Jul 31, 2020 | 9 |
| -2.76% | Mar 21, 2019 | 4 | Mar 27, 2019 | 10 | Apr 10, 2019 | 14 |
| -2.60% | Nov 24, 2017 | 9 | Dec 7, 2017 | 17 | Jan 3, 2018 | 26 |
| -2.50% | Nov 29, 2016 | 3 | Dec 2, 2016 | 7 | Dec 13, 2016 | 10 |
| -2.46% | Jun 8, 2017 | 17 | Jul 3, 2017 | 7 | Jul 13, 2017 | 24 |