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Performance analysis of MBB (ISHARES MBS ETF)

Annual Return

Over the past 3 years, MBB has had an average annual return of +4.21%, underperforming the benchmark SPY, which returned +19.62% annual.

Over the past 5 years, MBB has had an average annual return of +0.22%, underperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, MBB has had an average annual return of +1.22%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Mar 16, 2007, MBB has had an average annual return of +2.64%, underperforming the benchmark SPY, which returned +11.12% annual.

202620252024202320222021202020192018201720162015
+0.19%+8.38%+1.32%+5.01%-11.74%-1.43%+4.08%+6.18%+0.83%+2.49%+1.27%+1.14%
20142013201220112010200920082007
+6.38%-1.95%+1.98%+5.87%+5.57%+4.69%+7.74%+4.99%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.50%+1.63%-1.69%+0.17%+0.37%+0.07%-0.82%+0.19%
2025+0.55%+2.43%+0.02%+0.36%-0.87%+1.70%-0.52%+1.73%+1.21%+0.77%+0.59%+0.14%+8.38%
2024-0.30%-1.71%+0.87%-2.82%+1.96%+1.21%+2.64%+1.74%+0.94%-2.79%+1.51%-1.75%+1.32%
2023+3.37%-2.75%+2.12%+0.43%-0.68%-0.48%-0.08%-0.80%-3.10%-2.13%+5.22%+4.18%+5.01%
2022-1.40%-1.16%-2.43%-3.57%+1.24%-1.53%+3.16%-3.53%-5.09%-1.14%+4.27%-0.83%-11.74%
2021+0.15%-0.86%-0.49%+0.58%-0.30%-0.01%+0.51%-0.02%-0.35%-0.27%-0.24%-0.13%-1.43%
2020+0.74%+0.83%+1.08%+0.81%+0.18%-0.16%+0.29%+0.05%-0.08%+0.07%+0.05%+0.16%+4.08%
2019+0.80%-0.07%+1.45%-0.09%+1.22%+0.79%+0.37%+0.96%+0.06%+0.33%+0.00633%+0.21%+6.18%
2018-1.16%-0.66%+0.45%-0.55%+0.72%+0.12%-0.17%+0.62%-0.61%-0.60%+0.93%+1.77%+0.83%
2017+0.10%+0.47%+0.01%+0.62%+0.53%-0.31%+0.51%+0.72%-0.32%+0.01%-0.15%+0.27%+2.49%

Drawdown analysis of MBB (ISHARES MBS ETF)

The maximum drawdown for the MBB was -17.64%, occurring on Oct 19, 2023. Recovery took 507 trading sessions.

The current MBB drawdown is -1.91%.

Since Mar 16, 2007 MBB has experienced the following drawdowns:

  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-17.64%Feb 9, 2021678Oct 19, 2023507Oct 28, 20251185
-4.81%Sep 25, 2012236Sep 5, 2013164May 1, 2014400
-4.31%Mar 9, 20203Mar 12, 202011Mar 27, 202014
-3.81%Sep 17, 200831Oct 30, 200818Nov 25, 200849
-3.43%Sep 27, 201656Dec 15, 2016172Aug 23, 2017228
-3.00%May 20, 200818Jun 16, 200854Sep 2, 200872
-2.95%Feb 27, 202656May 19, 2026OngoingOngoingOngoing
-2.92%Sep 7, 2017174May 17, 2018155Dec 28, 2018329
-2.66%Nov 4, 201067Feb 10, 201150Apr 25, 2011117
-2.55%May 8, 200724Jun 12, 200749Aug 21, 200773
-2.50%Jan 22, 200831Mar 6, 20087Mar 17, 200838
-2.02%May 20, 200914Jun 10, 200919Jul 8, 200933
-1.77%Jan 8, 200916Feb 2, 200931Mar 18, 200947
-1.74%Apr 15, 201551Jun 26, 201558Sep 18, 2015109
-1.64%Nov 30, 200919Dec 28, 200926Feb 4, 201045
-1.36%Mar 23, 20108Apr 5, 201021May 4, 201029
-1.34%Sep 22, 201112Oct 10, 201145Dec 13, 201157
-1.19%Dec 4, 200715Dec 26, 20074Jan 2, 200819
-1.19%Mar 17, 200821Apr 16, 200823May 19, 200844
-1.01%Jul 31, 20095Aug 7, 20095Aug 14, 200910
-0.99%Oct 28, 20256Nov 5, 202514Nov 25, 202520
-0.96%Oct 14, 201519Nov 10, 201542Jan 12, 201661
-0.89%Sep 10, 20078Sep 20, 200721Oct 19, 200729
-0.85%Nov 26, 20258Dec 9, 202511Dec 24, 202519
-0.82%Aug 18, 20115Aug 25, 201118Sep 21, 201123