iShares Core U.S. Aggregate Bond ETF (AGG) Performance
AGG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.0% since Dec 31, 2025
- 1 year
- −1.1% total return
- 5 years
- −0.2% a year
- 10 years
- +1.3% a year
- Since first price
- +3.0% a year since 2003
AGG trailing returns vs BND, TLT, SPY
| Period | AGG total return | Price only | Total bond (BND) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.9% | +0.6% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.4% | −1.4% | −0.4% | −1.0% | +3.2% |
| 6 months | −1.5% | −3.5% | −1.4% | −3.8% | +7.8% |
| YTD | −1.0% | −3.9% | −0.9% | −3.4% | +12.3% |
| 1 year | −1.1% | −5.0% | −1.1% | −6.9% | +14.4% |
| 3 years | +16.6%+5.2%/yr | +3.9% | +16.4%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | −0.8%−0.2%/yr | −15.9% | −1.0%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| 10 years | +14.0%+1.3%/yr | −14.2% | +13.9%+1.3%/yr | −18.7%−2.0%/yr | +315.9%+15.3%/yr |
| 15 years | +32.2%+1.9%/yr | −12.3% | +32.3%+1.9%/yr | +9.9%+0.6%/yr | +696.0%+14.8%/yr |
| 20 years | +79.6%+3.0%/yr | −3.2% | — | +75.9%+2.9%/yr | +696.9%+10.9%/yr |
| Since inceptionSep 26, 2003 | +95.9%+3.0%/yr | −6.3% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: AGG vs SPY
From Sep 26, 2003: AGG grew to $19,588, SPY to $115,672.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
AGG returns by calendar year
19 of 22 full years positive. Best 2019 (+8.5%), worst 2022 (−13.0%). 2026 is year to date.
AGG annual returns table
| Year | AGG | Largest drop | BND | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −1.0% | −4.6% | −0.9% | −3.4% | +12.3% |
| 2025 | +7.2% | −2.4% | +7.1% | +4.3% | +17.7% |
| 2024 | +1.3% | −4.0% | +1.4% | −8.1% | +24.9% |
| 2023 | +5.7% | −7.4% | +5.7% | +2.8% | +26.2% |
| 2022 | −13.0% | −16.0% | −13.1% | −31.2% | −18.2% |
| 2021 | −1.8% | −3.6% | −2.0% | −4.6% | +28.7% |
| 2020 | +7.5% | −9.6% | +7.5% | +18.2% | +18.3% |
| 2019 | +8.5% | −2.0% | +8.8% | +14.1% | +31.2% |
| 2018 | +0.1% | −2.9% | −0.1% | −1.6% | −4.6% |
| 2017 | +3.6% | −1.5% | +3.6% | +9.2% | +21.7% |
| 2016 | +2.4% | −4.5% | +2.5% | +1.2% | +12.0% |
| 2015 | +0.5% | −2.9% | +0.6% | −1.8% | +1.2% |
| 2014 | +6.0% | −1.2% | +5.8% | +27.3% | +13.5% |
| 2013 | −2.0% | −5.1% | −2.1% | −13.4% | +32.3% |
| 2012 | +3.8% | −1.6% | +3.9% | +2.6% | +16.0% |
| 2011 | +7.7% | −1.7% | +7.9% | +34.0% | +1.9% |
| 2010 | +6.4% | −3.5% | +6.2% | +9.0% | +15.1% |
| 2009 | +3.0% | −4.3% | +3.6% | −21.8% | +26.4% |
| 2008 | +7.9% | −12.8% | +6.9% | +33.9% | −36.8% |
| 2007 | +6.6% | −2.5% | — | +10.3% | +5.1% |
| 2006 | +3.9% | −2.4% | — | +0.7% | +15.8% |
| 2005 | +2.3% | −2.5% | — | +8.6% | +4.8% |
| 2004 | +3.8% | −4.6% | — | +8.7% | +10.7% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
AGG largest drawdowns
Now 3.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Aug 4, 2020 | −18.4% | Oct 20, 2022 | not yet | 2.2 years | 6.2 years so far |
| Sep 9, 2008 | −12.8% | Oct 10, 2008 | Dec 15, 2008 | 31 days | 3 months |
| Mar 6, 2020 | −9.6% | Mar 18, 2020 | May 21, 2020 | 12 days | 2 months |
| May 2, 2013 | −5.1% | Sep 5, 2013 | May 14, 2014 | 4 months | 1.0 years |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
AGG risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2003 |
|---|---|---|---|---|
| Annualized return | +4.1% | −0.6% | +1.1% | +2.9% |
| Volatility (annualized) | 5.6% | 6.6% | 5.2% | 4.5% |
| Sharpe ratio | -0.04 | -0.62 | -0.20 | — |
| Sortino ratio | -0.06 | -0.78 | -0.27 | — |
| Best month | +4.6% | +4.6% | +4.6% | +6.7% |
| Worst month | −2.6% | −4.1% | −4.1% | −4.1% |
| Best 12 months | +11.6% | +11.6% | +11.6% | +13.9% |
| Worst 12 months | −1.9% | −15.6% | −15.6% | −15.6% |
| Positive months | 64% | 50% | 53% | 58% |
| Beta vs S&P 500 | 0.22 | 0.26 | 0.14 | — |
| Correlation with S&P 500 | 0.50 | 0.62 | 0.40 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
AGG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 266 | −15.6% | +3.8% | +13.9% | 79% |
| 3-year (a year) | 242 | −5.5% | +3.6% | +8.7% | 86% |
| 5-year (a year) | 218 | −1.1% | +3.1% | +6.7% | 87% |
| 10-year (a year) | 158 | +0.7% | +3.5% | +5.0% | 100% |
Every holding period starting at a month-end since 2003. Returns for 3 years and longer are annualized.
AGG performance overview
iShares Core U.S. Aggregate Bond ETF (AGG) returned −1.1% over the past year and +1.3% a year over ten years, with distributions reinvested. Since its first recorded price in 2003 it has returned +3.0% a year, turning $10,000 into about $19,588. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −18.4%, from Aug 4, 2020 to Oct 20, 2022; the fund has not yet regained that high. AGG finished 19 of its 22 full calendar years with a gain; the best year was 2019 (+8.5%) and the worst 2022 (−13.0%). Volatility has been 4.5% a year.
Related: AGG chart, AGG dividends, AGG bond profile. See the AGG overview for the latest quote and fund facts.
AGG performance FAQ
What is the AGG return over the past year?
AGG returned −1.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.0%.
What is the average annual return of AGG?
AGG has returned −0.2% a year over 5 years, +1.3% a year over 10 years, +3.0% a year since September 26, 2003 (total return, distributions reinvested).
How much would $10,000 invested in AGG be worth?
$10,000 invested in AGG at its first recorded close on September 26, 2003 would be worth about $19,588 on October 23, 2026 with distributions reinvested.
What was the worst year for AGG?
The worst calendar year was 2022, with a total return of −13.0%. The best was 2019 at +8.5%.
What is the biggest drawdown of AGG?
The largest peak-to-trough decline was −18.4% between August 4, 2020 and October 20, 2022. It has not yet recovered to that high; it is 3.3% below its peak.
How volatile is AGG?
Over the past 3 years AGG had an annualized volatility of 5.6% and a Sharpe ratio of -0.04 (excess return over 1–3 month T-bills per unit of risk).