Performance analysis of IGHG (PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED)
Annual Return
Over the past 3 years, IGHG has had an average annual return of +8.56%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IGHG has had an average annual return of +5.22%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, IGHG has had an average annual return of +4.72%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 7, 2013, IGHG has had an average annual return of +3.75%, underperforming the benchmark SPY, which returned +14.32% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.11% | +5.65% | +9.20% | +11.59% | -0.90% | +0.88% | +0.61% | +12.73% | -3.96% | +4.49% | +7.90% | -1.96% |
| 2014 | 2013 | ||||||||||
| -2.22% | +2.68% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.60% | -1.18% | +0.45% | +1.38% | +1.04% | -0.16% | +2.11% | ||||||
| 2025 | +0.40% | -0.61% | -0.58% | -0.54% | +2.79% | +1% | +0.73% | +0.55% | +0.88% | -0.14% | +0.44% | +0.63% | +5.65% |
| 2024 | +1.05% | +0.21% | +1.09% | +0.84% | +0.99% | -0.78% | +0.48% | +0.92% | +0.86% | +0.83% | +0.93% | +1.42% | +9.20% |
| 2023 | +2.54% | -0.58% | -0.13% | +0.03% | +0.34% | +2.28% | +1.58% | +0.65% | +0.77% | +0.32% | +3.25% | +0.04% | +11.59% |
| 2022 | -1.51% | -1.45% | +0.51% | -2.13% | +2.01% | -3.39% | +1.21% | -0.06% | -1.56% | +2.41% | +2.87% | +0.40% | -0.90% |
| 2021 | -0.29% | +1.16% | +1.54% | -1.28% | +0.72% | +0.46% | -1.08% | +0.16% | +0.35% | -0.30% | -1.30% | +0.78% | +0.88% |
| 2020 | -1.36% | -2.85% | -11.67% | +4.22% | +3.53% | +1.34% | +2.45% | -0.23% | -0.18% | +1.93% | +3.37% | +1.12% | +0.61% |
| 2019 | +3.51% | +0.96% | +0.33% | +1.71% | -2.23% | +2.97% | +0.63% | -1.11% | +0.54% | +1.12% | +1.49% | +2.26% | +12.73% |
| 2018 | +2.10% | -1.58% | -0.99% | +0.03% | -0.89% | -1.30% | +2.42% | -0.72% | +1.82% | -1.26% | -2.13% | -1.41% | -3.96% |
| 2017 | -0.24% | +0.54% | -0.36% | +0.20% | +0.65% | +0.94% | +0.52% | -1.12% | +2.12% | +0.82% | -0.19% | +0.56% | +4.49% |
Drawdown analysis of IGHG (PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED)
The maximum drawdown for the IGHG was -25.15%, occurring on Mar 20, 2020. Recovery took 177 trading sessions.
The current IGHG drawdown is -0.16%.
Since Nov 7, 2013 IGHG has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.15% | Jan 22, 2020 | 41 | Mar 20, 2020 | 177 | Dec 1, 2020 | 218 |
| -11.70% | Jun 19, 2014 | 415 | Feb 17, 2016 | 205 | Dec 7, 2016 | 620 |
| -8.74% | Sep 29, 2021 | 261 | Oct 12, 2022 | 163 | Jun 7, 2023 | 424 |
| -7.16% | Feb 1, 2018 | 231 | Jan 3, 2019 | 69 | Apr 12, 2019 | 300 |
| -3.74% | Jan 27, 2025 | 50 | Apr 8, 2025 | 27 | May 16, 2025 | 77 |
| -2.63% | Jul 12, 2024 | 16 | Aug 5, 2024 | 14 | Aug 23, 2024 | 30 |
| -2.62% | Jul 26, 2019 | 14 | Aug 15, 2019 | 49 | Oct 24, 2019 | 63 |
| -2.37% | Apr 22, 2019 | 29 | Jun 3, 2019 | 14 | Jun 21, 2019 | 43 |
| -1.87% | Jan 3, 2014 | 20 | Feb 3, 2014 | 18 | Feb 28, 2014 | 38 |
| -1.79% | Jun 25, 2021 | 38 | Aug 19, 2021 | 26 | Sep 27, 2021 | 64 |
| -1.75% | Feb 2, 2026 | 28 | Mar 13, 2026 | 20 | Apr 13, 2026 | 48 |
| -1.61% | Mar 31, 2021 | 13 | Apr 20, 2021 | 40 | Jun 16, 2021 | 53 |
| -1.47% | Apr 9, 2014 | 4 | Apr 15, 2014 | 44 | Jun 19, 2014 | 48 |
| -1.44% | Mar 1, 2021 | 6 | Mar 9, 2021 | 16 | Mar 31, 2021 | 22 |
| -1.43% | Oct 27, 2017 | 15 | Nov 17, 2017 | 19 | Dec 15, 2017 | 34 |
| -1.37% | Dec 4, 2020 | 5 | Dec 11, 2020 | 12 | Dec 30, 2020 | 17 |
| -1.33% | Aug 2, 2017 | 26 | Sep 8, 2017 | 11 | Sep 25, 2017 | 37 |
| -1.29% | Jan 25, 2024 | 5 | Feb 1, 2024 | 13 | Feb 21, 2024 | 18 |
| -1.25% | May 31, 2024 | 16 | Jun 25, 2024 | 8 | Jul 8, 2024 | 24 |
| -1.16% | Feb 21, 2024 | 9 | Mar 5, 2024 | 8 | Mar 15, 2024 | 17 |
| -1.15% | Oct 17, 2024 | 4 | Oct 23, 2024 | 10 | Nov 6, 2024 | 14 |
| -1.12% | Dec 30, 2019 | 5 | Jan 7, 2020 | 10 | Jan 22, 2020 | 15 |
| -1.07% | Jan 14, 2021 | 8 | Jan 27, 2021 | 8 | Feb 8, 2021 | 16 |
| -1.05% | Sep 24, 2024 | 1 | Sep 25, 2024 | 4 | Oct 1, 2024 | 5 |
| -1.02% | Oct 6, 2025 | 4 | Oct 10, 2025 | 10 | Oct 24, 2025 | 14 |