Performance analysis of IGBH (ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF)
Annual Return
Over the past 3 years, IGBH has had an average annual return of +8.97%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IGBH has had an average annual return of +5.28%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, IGBH has had an average annual return of +5.04%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Sep 11, 2015, IGBH has had an average annual return of +4.72%, underperforming the benchmark SPY, which returned +15.26% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.31% | +7.89% | +7.79% | +12.12% | -2.83% | +2.21% | +1.07% | +9.63% | -4.55% | +9.34% | +7.57% | -0.51% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.98% | -2.08% | +0.14% | +1.30% | +2.02% | -0.02% | +2.31% | ||||||
| 2025 | +0.83% | -0.00668% | -0.93% | -1.68% | +2.34% | +1.42% | +1.43% | +0.45% | +1.83% | +0.52% | +0.58% | +0.91% | +7.89% |
| 2024 | +1.39% | -0.12% | +1.70% | +0.39% | +1.16% | -1.17% | +0.05% | +0.51% | +1.35% | +0.53% | +1.56% | +0.22% | +7.79% |
| 2023 | +3.47% | -1.16% | -0.41% | +0.95% | -0.39% | +2.69% | +1.85% | +0.52% | +0.39% | -0.35% | +3.73% | +0.35% | +12.12% |
| 2022 | -1.53% | -2.55% | +1.48% | -2.80% | +1.90% | -2.86% | +1.74% | -1.02% | -2.38% | +0.59% | +4.18% | +0.68% | -2.83% |
| 2021 | -0.17% | +1.21% | +1.70% | -0.34% | -0.66% | +0.76% | -0.17% | -0.27% | -0.03% | +0.62% | -0.46% | +0.03% | +2.21% |
| 2020 | -2.23% | -3.46% | -12.90% | +4.64% | +2.82% | +1.55% | +3.28% | +0.75% | -0.11% | +1.73% | +4.68% | +1.66% | +1.07% |
| 2019 | +3.22% | +0.02% | +0.42% | +1.71% | -2.84% | +2.21% | +0.33% | -2.36% | +0.65% | +1.44% | +1.66% | +2.95% | +9.63% |
| 2018 | +2.43% | -1.54% | -1.00% | +0.08% | -1.04% | -0.49% | +2.78% | -1.03% | +2.13% | -2.13% | -3.04% | -1.58% | -4.55% |
| 2017 | +0.64% | +0.91% | -0.32% | +0.03% | +0.44% | +2.38% | +0.06% | -0.88% | +2.10% | +1.43% | +0.65% | +1.58% | +9.34% |
Drawdown analysis of IGBH (ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF)
The maximum drawdown for the IGBH was -33.67%, occurring on Mar 20, 2020. Recovery took 190 trading sessions.
The current IGBH drawdown is -0.19%.
Since Sep 11, 2015 IGBH has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.67% | Jan 17, 2020 | 43 | Mar 20, 2020 | 190 | Dec 18, 2020 | 233 |
| -10.49% | Sep 27, 2021 | 265 | Oct 14, 2022 | 168 | Jun 16, 2023 | 433 |
| -8.52% | Jan 23, 2018 | 238 | Jan 3, 2019 | 242 | Dec 18, 2019 | 480 |
| -8.12% | Oct 22, 2015 | 82 | Feb 22, 2016 | 43 | Apr 22, 2016 | 125 |
| -6.93% | Feb 14, 2025 | 36 | Apr 8, 2025 | 57 | Jul 1, 2025 | 93 |
| -4.24% | Jan 22, 2026 | 35 | Mar 13, 2026 | 43 | May 14, 2026 | 78 |
| -3.03% | May 31, 2024 | 44 | Aug 5, 2024 | 31 | Sep 18, 2024 | 75 |
| -2.88% | Apr 29, 2016 | 7 | May 10, 2016 | 53 | Jul 26, 2016 | 60 |
| -2.87% | Feb 17, 2021 | 14 | Mar 9, 2021 | 16 | Mar 31, 2021 | 30 |
| -2.58% | Sep 18, 2015 | 9 | Oct 1, 2015 | 15 | Oct 22, 2015 | 24 |
| -2.36% | Apr 6, 2021 | 53 | Jun 21, 2021 | 67 | Sep 24, 2021 | 120 |
| -2.04% | Jul 6, 2017 | 46 | Sep 11, 2017 | 14 | Sep 29, 2017 | 60 |
| -1.93% | Oct 20, 2016 | 5 | Oct 27, 2016 | 27 | Dec 6, 2016 | 32 |
| -1.76% | Dec 31, 2019 | 4 | Jan 7, 2020 | 8 | Jan 17, 2020 | 12 |
| -1.57% | Dec 29, 2020 | 5 | Jan 6, 2021 | 5 | Jan 13, 2021 | 10 |
| -1.54% | Nov 2, 2017 | 5 | Nov 9, 2017 | 8 | Nov 21, 2017 | 13 |
| -1.46% | Jul 26, 2016 | 6 | Aug 3, 2016 | 50 | Oct 13, 2016 | 56 |
| -1.40% | Mar 2, 2017 | 33 | Apr 19, 2017 | 16 | May 11, 2017 | 49 |
| -1.35% | Sep 25, 2023 | 19 | Oct 20, 2023 | 14 | Nov 9, 2023 | 33 |
| -1.33% | Oct 27, 2025 | 18 | Nov 20, 2025 | 9 | Dec 4, 2025 | 27 |
| -1.19% | Jan 13, 2021 | 9 | Jan 27, 2021 | 6 | Feb 4, 2021 | 15 |
| -1.18% | Dec 14, 2023 | 12 | Jan 3, 2024 | 4 | Jan 9, 2024 | 16 |
| -1.08% | Oct 13, 2016 | 1 | Oct 14, 2016 | 4 | Oct 20, 2016 | 5 |
| -0.98% | Feb 21, 2024 | 5 | Feb 28, 2024 | 10 | Mar 13, 2024 | 15 |
| -0.96% | Dec 29, 2016 | 10 | Jan 13, 2017 | 8 | Jan 26, 2017 | 18 |