iShares BBB-B CLO Active ETF (BCLO) Performance
BCLO total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +4.1% since Dec 31, 2025
- 1 year
- +5.3% total return
- Since first price
- +9.8% since 2025
BCLO trailing returns vs AGG, TLT, SPY
| Period | BCLO total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −0.7% | −0.7% | +0.9% | +1.5% | −1.0% |
| 3 months | +0.9% | −0.1% | −0.4% | −1.0% | +3.2% |
| 6 months | +2.6% | −0.1% | −1.5% | −3.8% | +7.8% |
| YTD | +4.1% | −0.2% | −1.0% | −3.4% | +12.3% |
| 1 year | +5.3% | −0.7% | −1.1% | −6.9% | +14.4% |
| Since inceptionJan 30, 2025 | +9.8% | −1.3% | — | — | — |
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: BCLO vs AGG
From Jan 30, 2025: BCLO grew to $10,976, AGG to $10,539.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BCLO returns by calendar year
2026 is year to date.
BCLO annual returns table
| Year | BCLO | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +4.1% | −1.9% | −1.0% | −3.4% | +12.3% |
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.
BCLO risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +6.1% |
| Volatility (annualized) | 2.7% |
| Sharpe ratio | 0.81 |
| Sortino ratio | 1.44 |
| Best month | +2.1% |
| Worst month | −1.1% |
| Best 12 months | +8.3% |
| Worst 12 months | +4.7% |
| Positive months | 85% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
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.
BCLO rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 10 | +4.7% | +5.9% | +8.3% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
BCLO performance overview
iShares BBB-B CLO Active ETF (BCLO) returned +5.3% over the past year, with distributions reinvested. Since its first recorded price on Jan 30, 2025 it has returned +9.8%. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: BCLO chart, BCLO dividends, BCLO bond profile. See the BCLO overview for the latest quote and fund facts.
BCLO performance FAQ
What is the BCLO return over the past year?
BCLO returned +5.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 0.7%.
How much would $10,000 invested in BCLO be worth?
$10,000 invested in BCLO at its first recorded close on January 30, 2025 would be worth about $10,976 on October 23, 2026 with distributions reinvested.
How volatile is BCLO?
Over the past history BCLO had an annualized volatility of 2.7% and a Sharpe ratio of 0.81 (excess return over 1–3 month T-bills per unit of risk).