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AGG

iShares Core U.S. Aggregate Bond ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-09-11
Executive Summary
The quantitative backtest for AGG (iShares Core U.S. Aggregate Bond ETF) using the Excess Return MMA* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -6.6% (compared to the benchmark's drawdown of -18.4%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 3.0%, compared to a Buy-and-Hold benchmark return of 2.9%. The strategy executed 40 total trades.

* Excess Return MMA: Multi-Moving Average (Triple-Band) model utilizing sophisticated long/short cross durations optimized against volatility.

🛡️ AGG Drawdown Shield & Downside Protection

Why Drawdown Dictates Longevity →
Peak Drawdown Defense
-6.6% (vs -18.4% B&H)
+11.9% shallower drawdown
Downside Efficiency
1.05 Sortino
+0.40 vs 0.65 B&H
Capital Sheltered from Risk
32.3% of Time
Earning Treasury yield during downturns
* Drawdown Shield demonstrates how systematic trend-following bounded historical drawdowns and protected principal capital compared to passive Buy & Hold.

📊 AGG Quality Metrics & KPI Summary

Metric 1Y5Y10YFull
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
Max Drawdown-2.16%-3.09%-4.37%-17.73%-6.56%-18.43%-6.56%-18.43%
Sharpe Ratio0.16-0.200.96-0.090.740.240.920.55
Sortino Ratio0.24-0.301.17-0.140.700.301.050.65
CAGR0.46%-0.75%2.48%-0.53%2.17%1.33%2.95%2.94%
% Time Invested82.1%100.0%44.1%100.0%53.7%100.0%67.7%100.0%
Trades / Year0.00.01.80.02.00.01.90.0

Cumulative Growth Performance

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Hydrating Performance Trajectory... Loading historical performance data
Figure 1: Cumulative Trajectory Analysis. Logarithmic growth comparison of AGG under the Excess Return MMA strategy (Investing) versus Buy & Hold. The strategy produced a 3.0% CAGR with a -6.6% Max Drawdown across 40 trade signals (compared to Buy & Hold's 2.9% CAGR and -18.4% Max Drawdown).

Return Distribution Analysis

Histogram of monthly return distribution for AGG under Excess Return MMA strategy in Investing context, illustrating downside risk mitigation and return skewness.
Figure 2: Monthly Return Distribution Profile. Monthly return distribution for AGG under Excess Return MMA (Investing). Visualizes return frequency, volatility clustering, and tail-risk truncation relative to standard buy-and-hold returns.
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Loading Top Diversifiers for AGG...

Top 5 non-correlated asset sleeves evaluated on 1Y daily percentage returns (Pearson r). Compare them side-by-side in Compare Studio to analyze portfolio diversification.

Diversifier Asset Category 1Y Correlation (r) Action
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Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription.
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2025-09-08 2026-06-11 Completed 33.33% $96.41 $97.38 0.96% Signal
2026-03-12 2026-06-01 Interest (CASH) 33.33% $1.00 $1.01 0.80% Interest Income
2025-08-25 2026-03-12 Completed 33.33% $95.02 $97.49 2.55% Signal
2025-10-15 2025-11-06 Interest (CASH) 33.33% $1.00 $1.00 0.25% Interest Income
2024-08-05 2025-10-15 Completed 33.33% $92.92 $97.20 4.55% Signal
2025-03-17 2025-09-08 Interest (CASH) 33.33% $1.00 $1.02 2.05% Interest Income
2025-08-01 2025-08-25 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2025-04-29 2025-08-01 Completed 33.33% $93.36 $94.70 1.38% Signal
2024-12-20 2025-04-29 Interest (CASH) 33.33% $1.00 $1.01 1.46% Interest Income
2024-04-19 2025-03-17 Completed 33.33% $86.96 $92.80 6.66% Signal
2024-08-05 2024-12-20 Completed 33.33% $92.92 $90.86 -2.27% Signal
2024-05-08 2024-08-05 Interest (CASH) 33.33% $1.00 $1.01 1.27% Interest Income
2021-12-31 2024-08-05 Interest (CASH) 33.33% $1.00 $1.11 10.83% Interest Income
2024-01-22 2024-05-08 Completed 33.33% $88.65 $87.89 -0.92% Signal
2022-02-15 2024-04-19 Interest (CASH) 33.33% $1.00 $1.09 9.11% Interest Income
2023-05-18 2024-01-22 Interest (CASH) 33.33% $1.00 $1.04 3.66% Interest Income
2023-02-13 2023-05-18 Completed 33.33% $86.28 $86.92 0.70% Signal
2021-11-30 2023-02-13 Interest (CASH) 33.33% $1.00 $1.03 2.61% Interest Income
2021-10-13 2022-02-15 Completed 33.33% $97.35 $93.55 -3.96% Signal
2020-04-06 2021-12-31 Completed 33.33% $95.07 $97.50 2.51% Signal
2021-07-22 2021-11-30 Completed 33.33% $98.27 $97.88 -0.45% Signal
2021-03-26 2021-10-13 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2021-02-26 2021-07-22 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-04-06 2021-03-26 Completed 33.33% $95.07 $95.92 0.84% Signal
2021-02-11 2021-02-26 Completed 33.33% $98.38 $96.64 -1.82% Signal
2020-12-17 2021-02-11 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-04-06 2020-12-17 Completed 33.33% $95.07 $99.04 4.13% Signal
2020-03-13 2020-04-06 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-03-13 2020-04-06 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-03-13 2020-04-06 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2019-03-13 2020-03-13 Completed 33.33% $86.38 $91.99 6.43% Stop
2019-03-08 2020-03-13 Completed 33.33% $86.18 $91.99 6.68% Stop
2019-01-28 2020-03-13 Completed 33.33% $85.20 $91.99 7.91% Stop
2017-10-05 2019-03-13 Interest (CASH) 33.33% $1.00 $1.03 2.73% Interest Income
2018-03-01 2019-03-08 Interest (CASH) 33.33% $1.00 $1.02 2.16% Interest Income
2018-10-17 2019-01-28 Interest (CASH) 33.33% $1.00 $1.01 0.64% Interest Income
2018-08-27 2018-10-17 Completed 33.33% $84.00 $82.90 -1.36% Signal
2017-12-22 2018-08-27 Interest (CASH) 33.33% $1.00 $1.01 1.20% Interest Income
2017-08-02 2018-03-01 Completed 33.33% $84.37 $83.01 -1.65% Signal
2017-05-02 2017-12-22 Completed 33.33% $83.05 $84.41 1.59% Signal
2014-04-14 2017-10-05 Completed 33.33% $76.93 $84.59 9.90% Signal
2017-02-01 2017-08-02 Interest (CASH) 33.33% $1.00 $1.00 0.42% Interest Income
2016-11-28 2017-05-02 Interest (CASH) 33.33% $1.00 $1.00 0.26% Interest Income
2016-01-11 2017-02-01 Completed 33.33% $80.25 $81.85 1.94% Signal
2015-10-15 2016-11-28 Completed 33.33% $80.79 $81.80 1.20% Signal
2015-09-28 2016-01-11 Interest (CASH) 33.33% $1.00 $1.00 0.04% Interest Income
2015-06-26 2015-10-15 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2014-03-06 2015-09-28 Completed 33.33% $76.31 $80.10 4.91% Signal
2013-11-27 2015-06-26 Completed 33.33% $75.50 $78.96 4.53% Signal
2014-01-03 2014-04-14 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2013-06-24 2014-03-06 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2008-10-31 2014-01-03 Completed 33.33% $56.71 $75.10 32.36% Signal
2013-07-03 2013-11-27 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2013-05-03 2013-07-03 Completed 33.33% $77.29 $74.80 -3.28% Signal
2011-06-14 2013-06-24 Completed 33.33% $70.48 $73.82 4.69% Signal
2013-03-07 2013-05-03 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2011-05-10 2013-03-07 Completed 33.33% $69.94 $76.32 9.07% Signal
2011-04-27 2011-06-14 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2011-01-14 2011-05-10 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2009-01-22 2011-04-27 Completed 33.33% $61.68 $69.32 12.33% Signal
2009-01-15 2011-01-14 Completed 33.33% $61.78 $68.71 11.15% Signal
2008-10-07 2009-01-22 Interest (CASH) 33.33% $1.00 $1.00 0.07% Interest Income
2008-06-30 2009-01-15 Interest (CASH) 33.33% $1.00 $1.00 0.47% Interest Income
2008-10-09 2008-10-31 Interest (CASH) 33.33% $1.00 $1.00 0.04% Interest Income
2006-07-17 2008-10-09 Completed 33.33% $52.11 $56.10 7.62% Stop
2007-12-03 2008-10-07 Completed 33.33% $58.19 $58.41 0.33% Signal
2007-10-10 2008-06-30 Completed 33.33% $56.33 $58.82 4.35% Signal
2007-07-02 2007-12-03 Interest (CASH) 33.33% $1.00 $1.02 1.73% Interest Income
2007-05-24 2007-10-10 Interest (CASH) 33.33% $1.00 $1.02 1.69% Interest Income
2006-07-17 2007-07-02 Completed 33.33% $52.11 $54.78 5.08% Signal
2007-05-08 2007-05-24 Completed 33.33% $55.54 $55.02 -1.00% Signal
2007-04-03 2007-05-08 Interest (CASH) 33.33% $1.00 $1.00 0.46% Interest Income
2006-07-17 2007-04-03 Completed 33.33% $52.11 $55.22 5.92% Signal
2005-12-06 2006-07-17 Interest (CASH) 33.33% $1.00 $1.03 2.75% Interest Income
2005-11-08 2006-07-17 Interest (CASH) 33.33% $1.00 $1.03 3.06% Interest Income
2005-10-06 2006-07-17 Interest (CASH) 33.33% $1.00 $1.03 3.41% Interest Income
2005-09-22 2005-12-06 Completed 33.33% $52.39 $51.80 -1.18% Signal
2005-09-22 2005-11-08 Completed 33.33% $52.39 $51.62 -1.52% Signal
2005-09-22 2005-10-06 Completed 33.33% $52.39 $52.12 -0.57% Signal
2005-09-20 2005-09-22 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2005-09-20 2005-09-22 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2005-09-20 2005-09-22 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income

Next Steps: Portfolio Integration & Comparative Analysis

Single-ticker trend following is designed to truncate tail risk inside a broader portfolio. View where AGG ranks across 40+ tracked assets, evaluate correlation against non-correlated diversifiers, or model it inside a custom all-weather asset mix.

📊 View Full 40-Asset Backtest Matrix → 🛠️ Build Custom Portfolio with AGG → ⚖️ Compare AGG vs Non-Correlated Assets →