iShares ESG Advanced Total USD Bond Market ETF (EUSB) Performance
EUSB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.2% since Dec 31, 2025
- 1 year
- −1.0% total return
- 5 years
- +0.1% a year
- Since first price
- +0.0% a year since 2020
EUSB trailing returns vs AGG, TLT, SPY
| Period | EUSB total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.7% | +0.4% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.5% | −1.5% | −0.4% | −1.0% | +3.2% |
| 6 months | −1.5% | −3.5% | −1.5% | −3.8% | +7.8% |
| YTD | −1.2% | −4.1% | −1.0% | −3.4% | +12.3% |
| 1 year | −1.0% | −4.8% | −1.1% | −6.9% | +14.4% |
| 3 years | +17.2%+5.4%/yr | +4.6% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +0.4%+0.1%/yr | −14.5% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| Since inceptionJun 25, 2020 | +0.1%+0.0%/yr | −15.9% | — | — | — |
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: EUSB vs AGG
From Jun 25, 2020: EUSB grew to $10,011, AGG to $9,847.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EUSB returns by calendar year
3 of 5 full years positive. Best 2025 (+7.5%), worst 2022 (−12.8%). 2026 is year to date.
EUSB annual returns table
| Year | EUSB | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −1.2% | −4.3% | −1.0% | −3.4% | +12.3% |
| 2025 | +7.5% | −2.3% | +7.2% | +4.3% | +17.7% |
| 2024 | +1.8% | −3.8% | +1.3% | −8.1% | +24.9% |
| 2023 | +5.8% | −6.8% | +5.7% | +2.8% | +26.2% |
| 2022 | −12.8% | −15.8% | −13.0% | −31.2% | −18.2% |
| 2021 | −1.3% | −3.2% | −1.8% | −4.6% | +28.7% |
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.
EUSB largest drawdowns
Now 2.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Aug 4, 2020 | −17.9% | Oct 20, 2022 | Feb 12, 2026 | 2.2 years | 5.5 years |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
EUSB risk statistics
| Statistic | 3 years | 5 years | Since 2020 |
|---|---|---|---|
| Annualized return | +4.4% | −0.4% | −0.3% |
| Volatility (annualized) | 5.4% | 6.3% | 5.8% |
| Sharpe ratio | 0.02 | -0.61 | -0.52 |
| Sortino ratio | 0.03 | -0.76 | -0.66 |
| Best month | +4.6% | +4.6% | +4.6% |
| Worst month | −2.6% | −4.0% | −4.0% |
| Best 12 months | +12.3% | +12.3% | +12.3% |
| Worst 12 months | −1.5% | −15.1% | −15.1% |
| Positive months | 69% | 57% | 55% |
| Beta vs S&P 500 | 0.23 | 0.26 | — |
| Correlation with S&P 500 | 0.53 | 0.64 | — |
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.
EUSB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 65 | −15.1% | +1.5% | +12.3% | 57% |
| 3-year (a year) | 41 | −5.3% | −0.1% | +5.9% | 49% |
| 5-year (a year) | 17 | −0.7% | −0.0% | +0.6% | 41% |
Every holding period starting at a month-end since 2020. Returns for 3 years and longer are annualized.
EUSB performance overview
iShares ESG Advanced Total USD Bond Market ETF (EUSB) returned −1.0% over the past year and +0.1% a year over five years, with distributions reinvested. Since its first recorded price in 2020 it has returned +0.0% a year, turning $10,000 into about $10,011. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −17.9%, from Aug 4, 2020 to Oct 20, 2022, and it took 3.3 years to get back to the old high. EUSB finished 3 of its 5 full calendar years with a gain; the best year was 2025 (+7.5%) and the worst 2022 (−12.8%). Volatility has been 5.8% a year.
Related: EUSB chart, EUSB dividends, EUSB bond profile. See the EUSB overview for the latest quote and fund facts.
EUSB performance FAQ
What is the EUSB return over the past year?
EUSB returned −1.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 4.8%.
What is the average annual return of EUSB?
EUSB has returned +0.1% a year over 5 years, +0.0% a year since June 25, 2020 (total return, distributions reinvested).
How much would $10,000 invested in EUSB be worth?
$10,000 invested in EUSB at its first recorded close on June 25, 2020 would be worth about $10,011 on October 23, 2026 with distributions reinvested.
What was the worst year for EUSB?
The worst calendar year was 2022, with a total return of −12.8%. The best was 2025 at +7.5%.
What is the biggest drawdown of EUSB?
The largest peak-to-trough decline was −17.9% between August 4, 2020 and October 20, 2022. It recovered to the old high on February 12, 2026, 3.3 years after the bottom.
How volatile is EUSB?
Over the past 3 years EUSB had an annualized volatility of 5.4% and a Sharpe ratio of 0.02 (excess return over 1–3 month T-bills per unit of risk).