iShares Edge Investment Grade Enhanced Bond ETF (IGEB) Performance
IGEB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.3% since Dec 31, 2025
- 1 year
- −1.5% total return
- 5 years
- +0.6% a year
- Since first price
- +2.7% a year since 2017
IGEB trailing returns vs AGG, TLT, SPY
| Period | IGEB total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.5% | +0.1% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.7% | −2.0% | −0.4% | −1.0% | +3.2% |
| 6 months | −1.7% | −4.3% | −1.5% | −3.8% | +7.8% |
| YTD | −1.3% | −5.0% | −1.0% | −3.4% | +12.3% |
| 1 year | −1.5% | −6.4% | −1.1% | −6.9% | +14.4% |
| 3 years | +21.5%+6.7%/yr | +4.4% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +2.9%+0.6%/yr | −18.7% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| Since inceptionJul 13, 2017 | +28.2%+2.7%/yr | −13.6% | — | — | — |
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: IGEB vs AGG
From Jul 13, 2017: IGEB grew to $12,822, AGG to $11,458.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IGEB returns by calendar year
5 of 8 full years positive. Best 2019 (+15.4%), worst 2022 (−14.8%). 2026 is year to date.
IGEB annual returns table
| Year | IGEB | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −1.3% | −4.5% | −1.0% | −3.4% | +12.3% |
| 2025 | +8.2% | −3.1% | +7.2% | +4.3% | +17.7% |
| 2024 | +3.1% | −3.5% | +1.3% | −8.1% | +24.9% |
| 2023 | +9.6% | −6.6% | +5.7% | +2.8% | +26.2% |
| 2022 | −14.8% | −19.2% | −13.0% | −31.2% | −18.2% |
| 2021 | −1.3% | −4.7% | −1.8% | −4.6% | +28.7% |
| 2020 | +10.3% | −16.5% | +7.5% | +18.2% | +18.3% |
| 2019 | +15.4% | −2.4% | +8.5% | +14.1% | +31.2% |
| 2018 | −2.0% | −4.5% | +0.1% | −1.6% | −4.6% |
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.
IGEB largest drawdowns
Now 2.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Aug 4, 2021 | −21.3% | Oct 20, 2022 | Sep 4, 2025 | 1.2 years | 4.1 years |
| Mar 5, 2020 | −16.5% | Mar 20, 2020 | Jun 8, 2020 | 15 days | 3 months |
| Nov 30, 2020 | −5.3% | Mar 18, 2021 | Jul 27, 2021 | 4 months | 8 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
IGEB risk statistics
| Statistic | 3 years | 5 years | Since 2017 |
|---|---|---|---|
| Annualized return | +5.5% | +0.1% | +2.5% |
| Volatility (annualized) | 6.3% | 7.9% | 7.3% |
| Sharpe ratio | 0.18 | -0.41 | 0.04 |
| Sortino ratio | 0.29 | -0.54 | 0.05 |
| Best month | +6.0% | +6.0% | +6.1% |
| Worst month | −2.8% | −5.4% | −7.2% |
| Best 12 months | +15.1% | +15.1% | +16.6% |
| Worst 12 months | −2.3% | −18.9% | −18.9% |
| Positive months | 67% | 55% | 58% |
| Beta vs S&P 500 | 0.30 | 0.36 | — |
| Correlation with S&P 500 | 0.60 | 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.
IGEB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 100 | −18.9% | +4.8% | +16.6% | 73% |
| 3-year (a year) | 76 | −5.1% | +3.8% | +8.6% | 61% |
| 5-year (a year) | 52 | −0.0% | +1.2% | +3.2% | 98% |
Every holding period starting at a month-end since 2017. Returns for 3 years and longer are annualized.
IGEB performance overview
iShares Edge Investment Grade Enhanced Bond ETF (IGEB) returned −1.5% over the past year and +0.6% a year over five years, with distributions reinvested. Since its first recorded price in 2017 it has returned +2.7% a year, turning $10,000 into about $12,822. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −21.3%, from Aug 4, 2021 to Oct 20, 2022, and it took 2.9 years to get back to the old high. IGEB finished 5 of its 8 full calendar years with a gain; the best year was 2019 (+15.4%) and the worst 2022 (−14.8%). Volatility has been 7.3% a year.
Related: IGEB chart, IGEB dividends, IGEB bond profile. See the IGEB overview for the latest quote and fund facts.
IGEB performance FAQ
What is the IGEB return over the past year?
IGEB returned −1.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 6.4%.
What is the average annual return of IGEB?
IGEB has returned +0.6% a year over 5 years, +2.7% a year since July 13, 2017 (total return, distributions reinvested).
How much would $10,000 invested in IGEB be worth?
$10,000 invested in IGEB at its first recorded close on July 13, 2017 would be worth about $12,822 on October 23, 2026 with distributions reinvested.
What was the worst year for IGEB?
The worst calendar year was 2022, with a total return of −14.8%. The best was 2019 at +15.4%.
What is the biggest drawdown of IGEB?
The largest peak-to-trough decline was −21.3% between August 4, 2021 and October 20, 2022. It recovered to the old high on September 4, 2025, 2.9 years after the bottom.
How volatile is IGEB?
Over the past 3 years IGEB had an annualized volatility of 6.3% and a Sharpe ratio of 0.18 (excess return over 1–3 month T-bills per unit of risk).