Principal Investment Grade Corporate Active ETF (IG) Performance
IG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.7% since Dec 31, 2025
- 1 year
- −1.9% total return
- 5 years
- −0.5% a year
- Since first price
- +2.2% a year since 2018
IG trailing returns vs AGG, TLT, SPY
| Period | IG total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.1% | −0.3% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.7% | −2.0% | −0.4% | −1.0% | +3.2% |
| 6 months | −2.2% | −4.6% | −1.5% | −3.8% | +7.8% |
| YTD | −1.7% | −5.3% | −1.0% | −3.4% | +12.3% |
| 1 year | −1.9% | −6.7% | −1.1% | −6.9% | +14.4% |
| 3 years | +19.6%+6.1%/yr | +2.7% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | −2.5%−0.5%/yr | −25.1% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| Since inceptionApr 19, 2018 | +20.3%+2.2%/yr | −20.8% | — | — | — |
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: IG vs AGG
From Apr 19, 2018: IG grew to $12,028, AGG to $11,574.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IG returns by calendar year
5 of 7 full years positive. Best 2019 (+15.6%), worst 2022 (−16.9%). 2026 is year to date.
IG annual returns table
| Year | IG | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −1.7% | −4.7% | −1.0% | −3.4% | +12.3% |
| 2025 | +8.1% | −4.0% | +7.2% | +4.3% | +17.7% |
| 2024 | +2.0% | −4.0% | +1.3% | −8.1% | +24.9% |
| 2023 | +7.5% | −8.9% | +5.7% | +2.8% | +26.2% |
| 2022 | −16.9% | −21.3% | −13.0% | −31.2% | −18.2% |
| 2021 | −0.9% | −5.5% | −1.8% | −4.6% | +28.7% |
| 2020 | +9.5% | −18.9% | +7.5% | +18.2% | +18.3% |
| 2019 | +15.6% | −2.6% | +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.
IG largest drawdowns
Now 4.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Sep 22, 2021 | −23.2% | Oct 20, 2022 | not yet | 1.1 years | 5.1 years so far |
| Mar 6, 2020 | −18.9% | Mar 20, 2020 | Jul 1, 2020 | 14 days | 4 months |
| Nov 30, 2020 | −6.3% | Mar 18, 2021 | Sep 14, 2021 | 4 months | 9 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
IG risk statistics
| Statistic | 3 years | 5 years | Since 2018 |
|---|---|---|---|
| Annualized return | +5.0% | −0.9% | +2.0% |
| Volatility (annualized) | 6.4% | 8.2% | 8.0% |
| Sharpe ratio | 0.11 | -0.51 | -0.03 |
| Sortino ratio | 0.16 | -0.65 | -0.04 |
| Best month | +5.7% | +5.7% | +5.7% |
| Worst month | −2.7% | −6.0% | −8.2% |
| Best 12 months | +14.3% | +14.3% | +16.0% |
| Worst 12 months | −2.5% | −20.7% | −20.7% |
| Positive months | 67% | 57% | 59% |
| Beta vs S&P 500 | 0.30 | 0.38 | — |
| Correlation with S&P 500 | 0.58 | 0.72 | — |
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.
IG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 91 | −20.7% | +4.0% | +16.0% | 76% |
| 3-year (a year) | 67 | −6.1% | +0.5% | +8.0% | 51% |
| 5-year (a year) | 43 | −0.9% | +0.2% | +2.3% | 63% |
Every holding period starting at a month-end since 2018. Returns for 3 years and longer are annualized.
IG performance overview
Principal Investment Grade Corporate Active ETF (IG) returned −1.9% over the past year and −0.5% a year over five years, with distributions reinvested. Since its first recorded price in 2018 it has returned +2.2% a year, turning $10,000 into about $12,028. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −23.2%, from Sep 22, 2021 to Oct 20, 2022; the fund has not yet regained that high. IG finished 5 of its 7 full calendar years with a gain; the best year was 2019 (+15.6%) and the worst 2022 (−16.9%). Volatility has been 8.0% a year.
Related: IG chart, IG dividends, IG bond profile. See the IG overview for the latest quote and fund facts.
IG performance FAQ
What is the IG return over the past year?
IG returned −1.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 6.7%.
What is the average annual return of IG?
IG has returned −0.5% a year over 5 years, +2.2% a year since April 19, 2018 (total return, distributions reinvested).
How much would $10,000 invested in IG be worth?
$10,000 invested in IG at its first recorded close on April 19, 2018 would be worth about $12,028 on October 23, 2026 with distributions reinvested.
What was the worst year for IG?
The worst calendar year was 2022, with a total return of −16.9%. The best was 2019 at +15.6%.
What is the biggest drawdown of IG?
The largest peak-to-trough decline was −23.2% between September 22, 2021 and October 20, 2022. It has not yet recovered to that high; it is 4.8% below its peak.
How volatile is IG?
Over the past 3 years IG had an annualized volatility of 6.4% and a Sharpe ratio of 0.11 (excess return over 1–3 month T-bills per unit of risk).