iShares Dynamic Equity Active ETF (BDYN) Performance
BDYN total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.2% since Dec 31, 2025
- 1 year
- +8.8% total return
- Since first price
- +10.2% since 2025
BDYN trailing returns vs SPY, QQQ, AGG
| Period | BDYN total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −2.9% | −2.9% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.5% | −0.5% | +3.2% | +1.9% | −0.4% |
| 6 months | +4.3% | +4.3% | +7.8% | +8.4% | −1.5% |
| YTD | +6.2% | +6.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +8.8% | +6.5% | +14.4% | +15.9% | −1.1% |
| Since inceptionSep 15, 2025 | +10.2% | +7.8% | — | — | — |
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: BDYN vs SPY
From Sep 15, 2025: BDYN grew to $11,016, SPY to $11,655.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BDYN returns by calendar year
2026 is year to date.
BDYN annual returns table
| Year | BDYN | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +6.2% | −10.8% | +12.3% | +15.1% | −1.0% |
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.
BDYN largest drawdowns
Now 5.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 9, 2026 | −10.8% | Mar 30, 2026 | May 1, 2026 | 49 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
BDYN risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +12.4% |
| Volatility (annualized) | 12.8% |
| Sharpe ratio | 0.70 |
| Sortino ratio | 1.23 |
| Best month | +8.8% |
| Worst month | −6.7% |
| Best 12 months | +12.4% |
| Worst 12 months | +12.4% |
| Positive months | 58% |
| 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.
BDYN rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 2 | +7.6% | +10.0% | +12.4% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
BDYN performance overview
iShares Dynamic Equity Active ETF (BDYN) returned +8.8% over the past year, with distributions reinvested. Since its first recorded price on Sep 15, 2025 it has returned +10.2%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −10.8%, from Feb 9, 2026 to Mar 30, 2026, and it took 32 days to get back to the old high. Volatility has been 12.8% a year.
Related: BDYN chart, BDYN holdings, BDYN dividends, BDYN valuation. See the BDYN overview for the latest quote and fund facts.
BDYN performance FAQ
What is the BDYN return over the past year?
BDYN returned +8.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 6.5%.
How much would $10,000 invested in BDYN be worth?
$10,000 invested in BDYN at its first recorded close on September 15, 2025 would be worth about $11,016 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of BDYN?
The largest peak-to-trough decline was −10.8% between February 9, 2026 and March 30, 2026. It recovered to the old high on May 1, 2026, 32 days after the bottom.
How volatile is BDYN?
Over the past history BDYN had an annualized volatility of 12.8% and a Sharpe ratio of 0.70 (excess return over 1–3 month T-bills per unit of risk).