iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) Performance
AGGM total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.1% since Dec 31, 2025
- 1 year
- −1.5% total return
- 5 years
- −0.5% a year
- 10 years
- +1.2% a year
- Since first price
- +2.9% a year since 2007
AGGM trailing returns vs SPY, QQQ, AGG
| Period | AGGM total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.0% | +0.7% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.4% | −1.4% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.6% | −3.5% | +7.8% | +8.4% | −1.5% |
| YTD | −1.1% | −3.9% | +12.3% | +15.1% | −1.0% |
| 1 year | −1.5% | −5.2% | +14.4% | +15.9% | −1.1% |
| 3 years | +14.8%+4.7%/yr | +2.2% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | −2.5%−0.5%/yr | −16.9% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +13.0%+1.2%/yr | −13.5% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +31.0%+1.8%/yr | −10.4% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionJan 11, 2007 | +76.0%+2.9%/yr | +0.4% | — | — | — |
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: AGGM vs SPY
From Jan 11, 2007: AGGM grew to $17,601, SPY to $76,631.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
AGGM returns by calendar year
13 of 18 full years positive. Best 2019 (+9.5%), worst 2022 (−13.8%). 2026 is year to date.
AGGM annual returns table
| Year | AGGM | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −1.1% | −4.3% | +12.3% | +15.1% | −1.0% |
| 2025 | +6.4% | −2.3% | +17.7% | +20.8% | +7.2% |
| 2024 | +1.0% | −4.1% | +24.9% | +25.6% | +1.3% |
| 2023 | +5.8% | −7.1% | +26.2% | +54.9% | +5.7% |
| 2022 | −13.8% | −16.4% | −18.2% | −32.6% | −13.0% |
| 2021 | −2.3% | −4.6% | +28.7% | +27.4% | −1.8% |
| 2020 | +8.8% | −8.0% | +18.3% | +48.6% | +7.5% |
| 2019 | +9.5% | −2.6% | +31.2% | +39.0% | +8.5% |
| 2018 | −0.5% | −3.1% | −4.6% | −0.1% | +0.1% |
| 2017 | +4.1% | −1.7% | +21.7% | +32.7% | +3.6% |
| 2016 | +2.4% | −5.2% | +12.0% | +7.1% | +2.4% |
| 2015 | −0.5% | −3.7% | +1.2% | +9.4% | +0.5% |
| 2014 | +6.3% | −1.7% | +13.5% | +19.2% | +6.0% |
| 2013 | −2.0% | −6.1% | +32.3% | +36.6% | −2.0% |
| 2012 | +3.5% | −2.0% | +16.0% | +18.1% | +3.8% |
| 2011 | +9.4% | −1.7% | +1.9% | +3.4% | +7.7% |
| 2010 | +5.7% | −4.2% | +15.1% | +19.9% | +6.4% |
| 2009 | +3.2% | −5.6% | +26.4% | +54.7% | +3.0% |
| 2008 | +7.8% | −8.7% | −36.8% | −41.7% | +7.9% |
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.
AGGM largest drawdowns
Now 6.0% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Aug 4, 2020 | −19.7% | Oct 24, 2022 | not yet | 2.2 years | 6.2 years so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
AGGM risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2007 |
|---|---|---|---|---|
| Annualized return | +3.7% | −0.9% | +1.0% | +2.9% |
| Volatility (annualized) | 5.4% | 6.4% | 5.4% | 4.9% |
| Sharpe ratio | -0.10 | -0.68 | -0.21 | 0.32 |
| Sortino ratio | -0.15 | -0.84 | -0.28 | 0.48 |
| Best month | +4.4% | +4.4% | +4.4% | +5.5% |
| Worst month | −2.5% | −4.0% | −4.0% | −4.0% |
| Best 12 months | +11.1% | +11.1% | +13.2% | +15.0% |
| Worst 12 months | −1.9% | −16.1% | −16.1% | −16.1% |
| Positive months | 64% | 52% | 52% | 58% |
| Beta vs S&P 500 | 0.21 | 0.25 | 0.14 | — |
| Correlation with S&P 500 | 0.48 | 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.
AGGM rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 226 | −16.1% | +3.4% | +15.0% | 74% |
| 3-year (a year) | 202 | −5.8% | +3.1% | +9.4% | 83% |
| 5-year (a year) | 178 | −1.5% | +2.8% | +7.1% | 83% |
| 10-year (a year) | 118 | +0.6% | +2.9% | +4.4% | 100% |
Every holding period starting at a month-end since 2007. Returns for 3 years and longer are annualized.
AGGM performance overview
iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) returned −1.5% over the past year and +1.2% a year over ten years, with distributions reinvested. Since its first recorded price in 2007 it has returned +2.9% a year, turning $10,000 into about $17,601. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −19.7%, from Aug 4, 2020 to Oct 24, 2022; the fund has not yet regained that high. AGGM finished 13 of its 18 full calendar years with a gain; the best year was 2019 (+9.5%) and the worst 2022 (−13.8%). Volatility has been 4.9% a year.
Related: AGGM chart, AGGM dividends. See the AGGM overview for the latest quote and fund facts.
AGGM performance FAQ
What is the AGGM return over the past year?
AGGM returned −1.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.2%.
What is the average annual return of AGGM?
AGGM has returned −0.5% a year over 5 years, +1.2% a year over 10 years, +2.9% a year since January 11, 2007 (total return, distributions reinvested).
How much would $10,000 invested in AGGM be worth?
$10,000 invested in AGGM at its first recorded close on January 11, 2007 would be worth about $17,601 on October 23, 2026 with distributions reinvested.
What was the worst year for AGGM?
The worst calendar year was 2022, with a total return of −13.8%. The best was 2019 at +9.5%.
What is the biggest drawdown of AGGM?
The largest peak-to-trough decline was −19.7% between August 4, 2020 and October 24, 2022. It has not yet recovered to that high; it is 6.0% below its peak.
How volatile is AGGM?
Over the past 3 years AGGM had an annualized volatility of 5.4% and a Sharpe ratio of -0.10 (excess return over 1–3 month T-bills per unit of risk).