AGG
iShares Core U.S. Aggregate Bond ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
AGG Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 3.85% | 3.85% | 1.75% | 0.17% | 2.24% | 1.65% | 2.16% | 3.06% |
| Sharpe Ratio | 0.97 | 0.97 | 0.42 | 0.03 | 0.52 | 0.30 | 0.49 | 0.57 |
| Max Drawdown | -2.52% | -2.52% | -5.24% | -17.82% | -9.58% | -18.43% | -13.86% | -18.43% |
| % Time Invested | 100.0% | 100.0% | 64.5% | 100.0% | 69.4% | 100.0% | 75.8% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 0.6 | 0.0 | 0.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-03-19 | Open | Open | 100% | $94.32 | $98.96 | 4.92% | Mark-to-Market |
| 2025-02-25 | 2025-03-19 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-01-04 | 2025-02-25 | Completed | 100% | $90.32 | $94.25 | 4.35% | Signal |
| 2023-08-22 | 2024-01-04 | Interest | 100% | $1.00 | $1.02 | 1.60% | Interest Income |
| 2023-02-07 | 2023-08-22 | Completed | 100% | $88.34 | $86.11 | -2.53% | Signal |
| 2022-01-10 | 2023-02-07 | Interest | 100% | $1.00 | $1.03 | 3.25% | Interest Income |
| 2021-08-04 | 2022-01-10 | Completed | 100% | $100.74 | $97.50 | -3.21% | Signal |
| 2021-03-01 | 2021-08-04 | Interest | 100% | $1.00 | $1.01 | 0.66% | Interest Income |
| 2018-12-20 | 2021-03-01 | Completed | 100% | $86.24 | $98.47 | 14.18% | Signal |
| 2018-11-05 | 2018-12-20 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2018-08-29 | 2018-11-05 | Completed | 100% | $85.27 | $84.28 | -1.17% | Signal |
| 2018-02-14 | 2018-08-29 | Interest | 100% | $1.00 | $1.02 | 1.55% | Interest Income |
| 2017-05-25 | 2018-02-14 | Completed | 100% | $85.08 | $84.27 | -0.94% | Signal |
| 2016-12-08 | 2017-05-25 | Interest | 100% | $1.00 | $1.01 | 1.09% | Interest Income |
| 2016-02-02 | 2016-12-08 | Completed | 100% | $82.43 | $83.20 | 0.94% | Signal |
| 2016-01-08 | 2016-02-02 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2015-10-16 | 2016-01-08 | Completed | 100% | $82.15 | $81.76 | -0.47% | Signal |
| 2015-07-07 | 2015-10-16 | Interest | 100% | $1.00 | $1.01 | 0.62% | Interest Income |
| 2014-01-28 | 2015-07-07 | Completed | 100% | $77.11 | $81.09 | 5.16% | Signal |
| 2013-06-24 | 2014-01-28 | Interest | 100% | $1.00 | $1.02 | 1.62% | Interest Income |
| 2011-05-04 | 2013-06-24 | Completed | 100% | $70.85 | $75.08 | 5.97% | Signal |
| 2011-02-09 | 2011-05-04 | Interest | 100% | $1.00 | $1.01 | 0.79% | Interest Income |
| 2008-12-31 | 2011-02-09 | Completed | 100% | $63.69 | $68.80 | 8.03% | Signal |
| 2008-10-13 | 2008-12-31 | Interest | 100% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2008-09-03 | 2008-10-13 | Completed | 100% | $60.56 | $54.57 | -9.88% | Signal |
| 2008-08-07 | 2008-09-03 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2007-09-05 | 2008-08-07 | Completed | 100% | $56.85 | $59.57 | 4.78% | Signal |
| 2007-08-13 | 2007-09-05 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2006-08-10 | 2007-08-13 | Completed | 100% | $53.71 | $56.01 | 4.28% | Signal |
| 2006-07-19 | 2006-08-10 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2006-07-17 | 2006-07-19 | Completed | 100% | $53.00 | $52.82 | -0.33% | Signal |
| 2006-04-25 | 2006-07-17 | Interest | 100% | $1.00 | $1.01 | 1.13% | Interest Income |
| 2006-01-17 | 2006-04-25 | Completed | 100% | $53.52 | $52.79 | -1.37% | Signal |
| 2005-12-07 | 2006-01-17 | Interest | 100% | $1.00 | $1.00 | 0.45% | Interest Income |
| 2005-09-22 | 2005-12-07 | Completed | 100% | $53.29 | $52.76 | -0.99% | Signal |
| 2005-09-20 | 2005-09-22 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
