iShares Floating Rate Bond ETF (FLOT) Performance
FLOT total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +3.4% since Dec 31, 2025
- 1 year
- +4.3% total return
- 5 years
- +4.5% a year
- 10 years
- +3.1% a year
- Since first price
- +2.3% a year since 2011
FLOT trailing returns vs AGG, TLT, SPY
| Period | FLOT total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.3% | −0.0% | +0.9% | +1.5% | −1.0% |
| 3 months | +1.0% | −0.1% | −0.4% | −1.0% | +3.2% |
| 6 months | +2.2% | +0.1% | −1.5% | −3.8% | +7.8% |
| YTD | +3.4% | +0.2% | −1.0% | −3.4% | +12.3% |
| 1 year | +4.3% | −0.1% | −1.1% | −6.9% | +14.4% |
| 3 years | +16.8%+5.3%/yr | +0.3% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +24.5%+4.5%/yr | +0.4% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| 10 years | +35.9%+3.1%/yr | +0.6% | +14.0%+1.3%/yr | −18.7%−2.0%/yr | +315.9%+15.3%/yr |
| 15 years | +45.8%+2.5%/yr | +4.3% | +32.2%+1.9%/yr | +9.9%+0.6%/yr | +696.0%+14.8%/yr |
| Since inceptionJun 17, 2011 | +42.4%+2.3%/yr | +1.8% | — | — | — |
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: FLOT vs AGG
From Jun 17, 2011: FLOT grew to $14,243, AGG to $13,589.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
FLOT returns by calendar year
14 of 14 full years positive. Best 2024 (+6.5%), worst 2014 (+0.1%). 2026 is year to date.
FLOT annual returns table
| Year | FLOT | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +3.4% | −0.4% | −1.0% | −3.4% | +12.3% |
| 2025 | +4.9% | −1.6% | +7.2% | +4.3% | +17.7% |
| 2024 | +6.5% | −0.4% | +1.3% | −8.1% | +24.9% |
| 2023 | +6.4% | −2.4% | +5.7% | +2.8% | +26.2% |
| 2022 | +1.3% | −1.7% | −13.0% | −31.2% | −18.2% |
| 2021 | +0.4% | −0.3% | −1.8% | −4.6% | +28.7% |
| 2020 | +0.9% | −13.5% | +7.5% | +18.2% | +18.3% |
| 2019 | +4.0% | −0.1% | +8.5% | +14.1% | +31.2% |
| 2018 | +1.5% | −1.1% | +0.1% | −1.6% | −4.6% |
| 2017 | +1.6% | −0.1% | +3.6% | +9.2% | +21.7% |
| 2016 | +1.6% | −0.4% | +2.4% | +1.2% | +12.0% |
| 2015 | +0.3% | −0.5% | +0.5% | −1.8% | +1.2% |
| 2014 | +0.1% | −0.6% | +6.0% | +27.3% | +13.5% |
| 2013 | +0.7% | −0.4% | −2.0% | −13.4% | +32.3% |
| 2012 | +4.3% | −0.8% | +3.8% | +2.6% | +16.0% |
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.
FLOT largest drawdowns
Now 0.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 21, 2020 | −13.5% | Mar 19, 2020 | Aug 5, 2020 | 27 days | 5 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
FLOT risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2011 |
|---|---|---|---|---|
| Annualized return | +5.4% | +4.4% | +3.1% | +2.3% |
| Volatility (annualized) | 0.4% | 1.1% | 1.9% | 1.7% |
| Sharpe ratio | 2.77 | 0.93 | 0.44 | 0.53 |
| Sortino ratio | 7.53 | 1.31 | 0.54 | 0.68 |
| Best month | +0.7% | +0.9% | +2.8% | +2.8% |
| Worst month | +0.2% | −0.8% | −4.2% | −4.2% |
| Best 12 months | +6.5% | +7.4% | +7.4% | +7.4% |
| Worst 12 months | +4.4% | −0.3% | −1.7% | −1.7% |
| Positive months | 100% | 87% | 84% | 80% |
| Beta vs S&P 500 | 0.01 | 0.02 | 0.05 | — |
| Correlation with S&P 500 | 0.43 | 0.31 | 0.45 | — |
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.
FLOT rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 173 | −1.7% | +1.8% | +7.4% | 92% |
| 3-year (a year) | 149 | +0.2% | +1.8% | +6.1% | 100% |
| 5-year (a year) | 125 | +0.8% | +1.8% | +4.5% | 100% |
| 10-year (a year) | 65 | +1.1% | +1.9% | +3.1% | 100% |
Every holding period starting at a month-end since 2011. Returns for 3 years and longer are annualized.
FLOT performance overview
iShares Floating Rate Bond ETF (FLOT) returned +4.3% over the past year and +3.1% a year over ten years, with distributions reinvested. Since its first recorded price in 2011 it has returned +2.3% a year, turning $10,000 into about $14,243. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −13.5%, from Feb 21, 2020 to Mar 19, 2020, and it took 5 months to get back to the old high. FLOT finished 14 of its 14 full calendar years with a gain; the best year was 2024 (+6.5%) and the worst 2014 (+0.1%). Volatility has been 1.7% a year.
Related: FLOT chart, FLOT dividends, FLOT bond profile. See the FLOT overview for the latest quote and fund facts.
FLOT performance FAQ
What is the FLOT return over the past year?
FLOT returned +4.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 0.1%.
What is the average annual return of FLOT?
FLOT has returned +4.5% a year over 5 years, +3.1% a year over 10 years, +2.3% a year since June 17, 2011 (total return, distributions reinvested).
How much would $10,000 invested in FLOT be worth?
$10,000 invested in FLOT at its first recorded close on June 17, 2011 would be worth about $14,243 on October 23, 2026 with distributions reinvested.
What was the worst year for FLOT?
The worst calendar year was 2014, with a total return of +0.1%. The best was 2024 at +6.5%.
What is the biggest drawdown of FLOT?
The largest peak-to-trough decline was −13.5% between February 21, 2020 and March 19, 2020. It recovered to the old high on August 5, 2020, 5 months after the bottom.
How volatile is FLOT?
Over the past 3 years FLOT had an annualized volatility of 0.4% and a Sharpe ratio of 2.77 (excess return over 1–3 month T-bills per unit of risk).