iShares 1-5 Year Investment Grade Corporate… (IGSB) Performance
IGSB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +0.7% since Dec 31, 2025
- 1 year
- +1.5% total return
- 5 years
- +2.5% a year
- 10 years
- +2.7% a year
- Since first price
- +2.8% a year since 2007
IGSB trailing returns vs AGG, TLT, SPY
| Period | IGSB total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.7% | +0.3% | +0.9% | +1.5% | −1.0% |
| 3 months | +0.1% | −1.0% | −0.4% | −1.0% | +3.2% |
| 6 months | +0.1% | −2.2% | −1.5% | −3.8% | +7.8% |
| YTD | +0.7% | −2.7% | −1.0% | −3.4% | +12.3% |
| 1 year | +1.5% | −3.1% | −1.1% | −6.9% | +14.4% |
| 3 years | +18.0%+5.7%/yr | +3.7% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +13.3%+2.5%/yr | −5.1% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| 10 years | +30.1%+2.7%/yr | −2.6% | +14.0%+1.3%/yr | −18.7%−2.0%/yr | +315.9%+15.3%/yr |
| 15 years | +40.3%+2.3%/yr | −1.4% | +32.2%+1.9%/yr | +9.9%+0.6%/yr | +696.0%+14.8%/yr |
| Since inceptionJan 11, 2007 | +72.3%+2.8%/yr | +2.8% | — | — | — |
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: IGSB vs AGG
From Jan 11, 2007: IGSB grew to $17,226, AGG to $17,635.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IGSB returns by calendar year
16 of 18 full years positive. Best 2019 (+7.1%), worst 2022 (−5.6%). 2026 is year to date.
IGSB annual returns table
| Year | IGSB | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +0.7% | −1.6% | −1.0% | −3.4% | +12.3% |
| 2025 | +7.0% | −1.3% | +7.2% | +4.3% | +17.7% |
| 2024 | +5.0% | −1.2% | +1.3% | −8.1% | +24.9% |
| 2023 | +6.4% | −2.1% | +5.7% | +2.8% | +26.2% |
| 2022 | −5.6% | −8.5% | −13.0% | −31.2% | −18.2% |
| 2021 | −0.7% | −1.4% | −1.8% | −4.6% | +28.7% |
| 2020 | +5.4% | −13.4% | +7.5% | +18.2% | +18.3% |
| 2019 | +7.1% | −0.8% | +8.5% | +14.1% | +31.2% |
| 2018 | +1.2% | −0.6% | +0.1% | −1.6% | −4.6% |
| 2017 | +1.3% | −0.5% | +3.6% | +9.2% | +21.7% |
| 2016 | +1.8% | −0.8% | +2.4% | +1.2% | +12.0% |
| 2015 | +0.6% | −0.6% | +0.5% | −1.8% | +1.2% |
| 2014 | +0.7% | −0.5% | +6.0% | +27.3% | +13.5% |
| 2013 | +1.2% | −0.9% | −2.0% | −13.4% | +32.3% |
| 2012 | +2.8% | −0.5% | +3.8% | +2.6% | +16.0% |
| 2011 | +1.8% | −1.3% | +7.7% | +34.0% | +1.9% |
| 2010 | +2.9% | −0.9% | +6.4% | +9.0% | +15.1% |
| 2009 | +7.1% | −4.1% | +3.0% | −21.8% | +26.4% |
| 2008 | +3.8% | −11.5% | +7.9% | +33.9% | −36.8% |
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.
IGSB largest drawdowns
Now 0.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 5, 2020 | −13.4% | Mar 19, 2020 | May 28, 2020 | 14 days | 3 months |
| Sep 19, 2008 | −11.5% | Oct 10, 2008 | Jan 6, 2009 | 21 days | 4 months |
| Aug 3, 2021 | −9.6% | Oct 20, 2022 | May 6, 2024 | 1.2 years | 2.8 years |
| Sep 10, 2008 | −5.1% | Sep 18, 2008 | Sep 19, 2008 | 8 days | 9 days |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
IGSB risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2007 |
|---|---|---|---|---|
| Annualized return | +5.3% | +2.2% | +2.6% | +2.8% |
| Volatility (annualized) | 2.6% | 3.4% | 2.9% | 2.8% |
| Sharpe ratio | 0.34 | -0.42 | 0.11 | 0.50 |
| Sortino ratio | 0.51 | -0.53 | 0.15 | 0.73 |
| Best month | +2.3% | +2.3% | +2.8% | +3.2% |
| Worst month | −1.3% | −2.1% | −3.5% | −3.8% |
| Best 12 months | +9.8% | +9.8% | +9.8% | +12.5% |
| Worst 12 months | +1.1% | −8.2% | −8.2% | −8.2% |
| Positive months | 78% | 62% | 68% | 70% |
| Beta vs S&P 500 | 0.10 | 0.13 | 0.11 | — |
| Correlation with S&P 500 | 0.48 | 0.59 | 0.55 | — |
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.
IGSB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 226 | −8.2% | +2.2% | +12.5% | 91% |
| 3-year (a year) | 202 | −1.1% | +1.9% | +6.6% | 92% |
| 5-year (a year) | 178 | +0.9% | +2.0% | +4.3% | 100% |
| 10-year (a year) | 118 | +1.0% | +2.2% | +2.9% | 100% |
Every holding period starting at a month-end since 2007. Returns for 3 years and longer are annualized.
IGSB performance overview
iShares 1-5 Year Investment Grade Corporate… (IGSB) returned +1.5% over the past year and +2.7% a year over ten years, with distributions reinvested. Since its first recorded price in 2007 it has returned +2.8% a year, turning $10,000 into about $17,226. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −13.4%, from Mar 5, 2020 to Mar 19, 2020, and it took 2 months to get back to the old high. IGSB finished 16 of its 18 full calendar years with a gain; the best year was 2019 (+7.1%) and the worst 2022 (−5.6%). Volatility has been 2.8% a year.
Related: IGSB chart, IGSB dividends, IGSB bond profile. See the IGSB overview for the latest quote and fund facts.
IGSB performance FAQ
What is the IGSB return over the past year?
IGSB returned +1.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 3.1%.
What is the average annual return of IGSB?
IGSB has returned +2.5% a year over 5 years, +2.7% a year over 10 years, +2.8% a year since January 11, 2007 (total return, distributions reinvested).
How much would $10,000 invested in IGSB be worth?
$10,000 invested in IGSB at its first recorded close on January 11, 2007 would be worth about $17,226 on October 23, 2026 with distributions reinvested.
What was the worst year for IGSB?
The worst calendar year was 2022, with a total return of −5.6%. The best was 2019 at +7.1%.
What is the biggest drawdown of IGSB?
The largest peak-to-trough decline was −13.4% between March 5, 2020 and March 19, 2020. It recovered to the old high on May 28, 2020, 2 months after the bottom.
How volatile is IGSB?
Over the past 3 years IGSB had an annualized volatility of 2.6% and a Sharpe ratio of 0.34 (excess return over 1–3 month T-bills per unit of risk).