iShares ESG U.S. Aggregate Bond ETF (EAGG) Performance
EAGG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.1% since Dec 31, 2025
- 1 year
- −1.2% total return
- 5 years
- −0.3% a year
- Since first price
- +1.8% a year since 2018
EAGG trailing returns vs AGG, TLT, SPY
| Period | EAGG total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.9% | +0.5% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.4% | −1.5% | −0.4% | −1.0% | +3.2% |
| 6 months | −1.6% | −3.6% | −1.5% | −3.8% | +7.8% |
| YTD | −1.1% | −4.0% | −1.0% | −3.4% | +12.3% |
| 1 year | −1.2% | −5.1% | −1.1% | −6.9% | +14.4% |
| 3 years | +16.2%+5.1%/yr | +3.3% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | −1.3%−0.3%/yr | −16.2% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| Since inceptionOct 23, 2018 | +15.3%+1.8%/yr | −8.3% | — | — | — |
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: EAGG vs AGG
From Oct 23, 2018: EAGG grew to $11,531, AGG to $11,614.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EAGG returns by calendar year
5 of 7 full years positive. Best 2019 (+8.7%), worst 2022 (−13.6%). 2026 is year to date.
EAGG annual returns table
| Year | EAGG | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −1.1% | −4.6% | −1.0% | −3.4% | +12.3% |
| 2025 | +7.2% | −2.5% | +7.2% | +4.3% | +17.7% |
| 2024 | +1.1% | −4.1% | +1.3% | −8.1% | +24.9% |
| 2023 | +5.6% | −7.4% | +5.7% | +2.8% | +26.2% |
| 2022 | −13.6% | −16.1% | −13.0% | −31.2% | −18.2% |
| 2021 | −1.3% | −4.0% | −1.8% | −4.6% | +28.7% |
| 2020 | +7.4% | −7.0% | +7.5% | +18.2% | +18.3% |
| 2019 | +8.7% | −2.1% | +8.5% | +14.1% | +31.2% |
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.
EAGG largest drawdowns
Now 4.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Aug 4, 2020 | −18.7% | Oct 20, 2022 | not yet | 2.2 years | 6.2 years so far |
| Mar 9, 2020 | −7.0% | Mar 19, 2020 | Apr 23, 2020 | 10 days | 45 days |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
EAGG risk statistics
| Statistic | 3 years | 5 years | Since 2018 |
|---|---|---|---|
| Annualized return | +3.9% | −0.7% | +1.6% |
| Volatility (annualized) | 5.6% | 6.6% | 5.7% |
| Sharpe ratio | -0.06 | -0.63 | -0.16 |
| Sortino ratio | -0.09 | -0.78 | -0.21 |
| Best month | +4.5% | +4.5% | +4.5% |
| Worst month | −2.7% | −4.1% | −4.1% |
| Best 12 months | +11.4% | +11.4% | +11.6% |
| Worst 12 months | −2.0% | −15.8% | −15.8% |
| Positive months | 67% | 55% | 59% |
| Beta vs S&P 500 | 0.22 | 0.27 | — |
| Correlation with S&P 500 | 0.50 | 0.63 | — |
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.
EAGG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 85 | −15.8% | +2.0% | +11.6% | 62% |
| 3-year (a year) | 61 | −5.6% | −1.1% | +5.5% | 44% |
| 5-year (a year) | 37 | −1.2% | −0.3% | +1.0% | 30% |
Every holding period starting at a month-end since 2018. Returns for 3 years and longer are annualized.
EAGG performance overview
iShares ESG U.S. Aggregate Bond ETF (EAGG) returned −1.2% over the past year and −0.3% a year over five years, with distributions reinvested. Since its first recorded price in 2018 it has returned +1.8% a year, turning $10,000 into about $11,531. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −18.7%, from Aug 4, 2020 to Oct 20, 2022; the fund has not yet regained that high. EAGG finished 5 of its 7 full calendar years with a gain; the best year was 2019 (+8.7%) and the worst 2022 (−13.6%). Volatility has been 5.7% a year.
Related: EAGG chart, EAGG dividends, EAGG bond profile. See the EAGG overview for the latest quote and fund facts.
EAGG performance FAQ
What is the EAGG return over the past year?
EAGG returned −1.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.1%.
What is the average annual return of EAGG?
EAGG has returned −0.3% a year over 5 years, +1.8% a year since October 23, 2018 (total return, distributions reinvested).
How much would $10,000 invested in EAGG be worth?
$10,000 invested in EAGG at its first recorded close on October 23, 2018 would be worth about $11,531 on October 23, 2026 with distributions reinvested.
What was the worst year for EAGG?
The worst calendar year was 2022, with a total return of −13.6%. The best was 2019 at +8.7%.
What is the biggest drawdown of EAGG?
The largest peak-to-trough decline was −18.7% between August 4, 2020 and October 20, 2022. It has not yet recovered to that high; it is 4.1% below its peak.
How volatile is EAGG?
Over the past 3 years EAGG had an annualized volatility of 5.6% and a Sharpe ratio of -0.06 (excess return over 1–3 month T-bills per unit of risk).