Performance analysis of IUSB (ISHARES CORE UNIVERSAL USD BOND ETF)
Annual Return
Over the past 3 years, IUSB has had an average annual return of +4.28%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, IUSB has had an average annual return of +0.08%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, IUSB has had an average annual return of +1.74%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jun 12, 2014, IUSB has had an average annual return of +2.15%, underperforming the benchmark SPY, which returned +13.74% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.06% | +7.38% | +2.10% | +6.23% | -13.05% | -1.33% | +7.63% | +9.13% | -0.27% | +3.82% | +4.01% | +0.42% |
| 2014 | |||||||||||
| +1.90% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.24% | +1.53% | -1.81% | +0.39% | +0.29% | +0.26% | -0.82% | +0.06% | |||||
| 2025 | +0.56% | +2.11% | -0.03% | +0.28% | -0.41% | +1.53% | -0.18% | +1.24% | +1.04% | +0.62% | +0.63% | -0.21% | +7.38% |
| 2024 | +0.43% | -1.76% | +0.89% | -2.35% | +1.79% | +0.80% | +2.34% | +1.47% | +1.37% | -2.37% | +1.16% | -1.52% | +2.10% |
| 2023 | +3.34% | -2.61% | +2.61% | +0.48% | -1.08% | -0.03% | -0.04% | -0.59% | -2.39% | -1.58% | +4.58% | +3.70% | +6.23% |
| 2022 | -2.14% | -1.27% | -2.67% | -3.86% | +0.59% | -1.90% | +2.58% | -2.79% | -4.12% | -1.12% | +4.35% | -1.19% | -13.05% |
| 2021 | -0.59% | -1.48% | -0.99% | +0.77% | +0.21% | +0.84% | +0.98% | -0.08% | -0.94% | -0.07% | +0.11% | -0.07% | -1.33% |
| 2020 | +1.88% | +1.24% | -1.85% | +1.77% | +1.53% | +0.83% | +1.62% | -0.81% | -0.09% | -0.38% | +1.30% | +0.39% | +7.63% |
| 2019 | +1.23% | +0.22% | +1.84% | +0.20% | +1.38% | +1.36% | +0.27% | +2.37% | -0.45% | +0.25% | -0% | +0.13% | +9.13% |
| 2018 | -0.89% | -1.22% | +0.75% | -0.88% | +0.52% | -0.06% | +0.35% | +0.45% | -0.47% | -0.84% | +0.53% | +1.54% | -0.27% |
| 2017 | -0.08% | +0.87% | +0.17% | +0.92% | +0.63% | +0% | +0.50% | +0.84% | -0.40% | +0.20% | -0.17% | +0.30% | +3.82% |
Drawdown analysis of IUSB (ISHARES CORE UNIVERSAL USD BOND ETF)
The maximum drawdown for the IUSB was -17.90%, occurring on Oct 20, 2022. Recovery took 751 trading sessions.
The current IUSB drawdown is -1.69%.
Since Jun 12, 2014 IUSB has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.90% | Dec 31, 2020 | 454 | Oct 20, 2022 | 751 | Oct 20, 2025 | 1205 |
| -9.90% | Mar 6, 2020 | 9 | Mar 19, 2020 | 57 | Jun 10, 2020 | 66 |
| -4.01% | Sep 7, 2016 | 70 | Dec 15, 2016 | 149 | Jul 21, 2017 | 219 |
| -3.26% | Sep 7, 2017 | 173 | May 16, 2018 | 177 | Jan 30, 2019 | 350 |
| -2.58% | Apr 24, 2015 | 32 | Jun 10, 2015 | 193 | Mar 16, 2016 | 225 |
| -2.52% | Feb 27, 2026 | 56 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -1.78% | Sep 4, 2019 | 7 | Sep 13, 2019 | 15 | Oct 4, 2019 | 22 |
| -1.69% | Jan 30, 2015 | 11 | Feb 17, 2015 | 25 | Mar 24, 2015 | 36 |
| -1.53% | Aug 4, 2020 | 62 | Oct 30, 2020 | 41 | Dec 30, 2020 | 103 |
| -1.32% | Oct 4, 2019 | 24 | Nov 7, 2019 | 38 | Jan 3, 2020 | 62 |
| -0.99% | Oct 28, 2025 | 6 | Nov 5, 2025 | 15 | Nov 26, 2025 | 21 |
| -0.85% | Aug 15, 2014 | 23 | Sep 18, 2014 | 13 | Oct 7, 2014 | 36 |
| -0.76% | Jul 8, 2016 | 5 | Jul 15, 2016 | 10 | Jul 29, 2016 | 15 |
| -0.76% | Nov 26, 2025 | 8 | Dec 9, 2025 | 24 | Jan 14, 2026 | 32 |
| -0.72% | Oct 20, 2014 | 22 | Nov 19, 2014 | 5 | Nov 26, 2014 | 27 |
| -0.70% | Jul 3, 2019 | 5 | Jul 11, 2019 | 15 | Aug 1, 2019 | 20 |
| -0.69% | Jul 29, 2016 | 5 | Aug 5, 2016 | 11 | Aug 22, 2016 | 16 |
| -0.67% | May 11, 2016 | 9 | May 24, 2016 | 7 | Jun 3, 2016 | 16 |
| -0.64% | Jan 14, 2026 | 3 | Jan 20, 2026 | 12 | Feb 5, 2026 | 15 |
| -0.54% | Jul 23, 2014 | 6 | Jul 31, 2014 | 6 | Aug 8, 2014 | 12 |
| -0.52% | Jun 30, 2014 | 3 | Jul 3, 2014 | 5 | Jul 11, 2014 | 8 |
| -0.51% | Mar 24, 2015 | 2 | Mar 26, 2015 | 11 | Apr 13, 2015 | 13 |
| -0.50% | Nov 26, 2014 | 19 | Dec 24, 2014 | 5 | Jan 2, 2015 | 24 |
| -0.47% | Mar 27, 2019 | 14 | Apr 16, 2019 | 7 | Apr 26, 2019 | 21 |
| -0.46% | Jun 16, 2016 | 5 | Jun 23, 2016 | 1 | Jun 24, 2016 | 6 |