iShares Core Total USD Bond Market ETF (IUSB) Performance
IUSB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −0.9% since Dec 31, 2025
- 1 year
- −0.9% total return
- 5 years
- +0.2% a year
- 10 years
- +1.6% a year
- Since first price
- +2.0% a year since 2014
IUSB trailing returns vs AGG, TLT, SPY
| Period | IUSB 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% | −1.6% | −0.4% | −1.0% | +3.2% |
| 6 months | −1.4% | −3.5% | −1.5% | −3.8% | +7.8% |
| YTD | −0.9% | −4.0% | −1.0% | −3.4% | +12.3% |
| 1 year | −0.9% | −5.0% | −1.1% | −6.9% | +14.4% |
| 3 years | +17.9%+5.6%/yr | +4.2% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +0.9%+0.2%/yr | −15.5% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| 10 years | +17.2%+1.6%/yr | −13.8% | +14.0%+1.3%/yr | −18.7%−2.0%/yr | +315.9%+15.3%/yr |
| Since inceptionJun 12, 2014 | +28.0%+2.0%/yr | −10.8% | — | — | — |
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: IUSB vs AGG
From Jun 12, 2014: IUSB grew to $12,795, AGG to $12,388.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IUSB returns by calendar year
8 of 11 full years positive. Best 2019 (+9.1%), worst 2022 (−13.0%). 2026 is year to date.
IUSB annual returns table
| Year | IUSB | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −0.9% | −4.3% | −1.0% | −3.4% | +12.3% |
| 2025 | +7.4% | −2.4% | +7.2% | +4.3% | +17.7% |
| 2024 | +2.1% | −3.6% | +1.3% | −8.1% | +24.9% |
| 2023 | +6.2% | −6.7% | +5.7% | +2.8% | +26.2% |
| 2022 | −13.0% | −16.2% | −13.0% | −31.2% | −18.2% |
| 2021 | −1.3% | −3.2% | −1.8% | −4.6% | +28.7% |
| 2020 | +7.4% | −9.9% | +7.5% | +18.2% | +18.3% |
| 2019 | +9.1% | −1.8% | +8.5% | +14.1% | +31.2% |
| 2018 | −0.3% | −2.9% | +0.1% | −1.6% | −4.6% |
| 2017 | +3.8% | −1.4% | +3.6% | +9.2% | +21.7% |
| 2016 | +4.0% | −4.0% | +2.4% | +1.2% | +12.0% |
| 2015 | +0.4% | −2.6% | +0.5% | −1.8% | +1.2% |
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.
IUSB largest drawdowns
Now 2.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Aug 4, 2020 | −18.0% | Oct 20, 2022 | Oct 21, 2025 | 2.2 years | 5.2 years |
| Mar 6, 2020 | −9.9% | Mar 19, 2020 | Jun 10, 2020 | 13 days | 3 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
IUSB risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2014 |
|---|---|---|---|---|
| Annualized return | +4.5% | −0.3% | +1.4% | +1.9% |
| Volatility (annualized) | 5.5% | 6.6% | 5.2% | 4.9% |
| Sharpe ratio | 0.03 | -0.57 | -0.14 | 0.02 |
| Sortino ratio | 0.04 | -0.72 | -0.19 | 0.03 |
| Best month | +4.6% | +4.6% | +4.6% | +4.6% |
| Worst month | −2.6% | −4.1% | −4.1% | −4.1% |
| Best 12 months | +12.1% | +12.1% | +12.1% | +12.1% |
| Worst 12 months | −1.5% | −15.6% | −15.6% | −15.6% |
| Positive months | 67% | 52% | 57% | 57% |
| Beta vs S&P 500 | 0.23 | 0.27 | 0.16 | — |
| Correlation with S&P 500 | 0.51 | 0.64 | 0.48 | — |
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.
IUSB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 137 | −15.6% | +2.4% | +12.1% | 74% |
| 3-year (a year) | 113 | −5.2% | +2.6% | +6.1% | 72% |
| 5-year (a year) | 89 | −0.6% | +0.9% | +4.8% | 84% |
| 10-year (a year) | 29 | +1.4% | +1.9% | +2.3% | 100% |
Every holding period starting at a month-end since 2014. Returns for 3 years and longer are annualized.
IUSB performance overview
iShares Core Total USD Bond Market ETF (IUSB) returned −0.9% over the past year and +1.6% a year over ten years, with distributions reinvested. Since its first recorded price in 2014 it has returned +2.0% a year, turning $10,000 into about $12,795. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −18.0%, from Aug 4, 2020 to Oct 20, 2022, and it took 3.0 years to get back to the old high. IUSB finished 8 of its 11 full calendar years with a gain; the best year was 2019 (+9.1%) and the worst 2022 (−13.0%). Volatility has been 4.9% a year.
Related: IUSB chart, IUSB dividends, IUSB bond profile. See the IUSB overview for the latest quote and fund facts.
IUSB performance FAQ
What is the IUSB return over the past year?
IUSB returned −0.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.0%.
What is the average annual return of IUSB?
IUSB has returned +0.2% a year over 5 years, +1.6% a year over 10 years, +2.0% a year since June 12, 2014 (total return, distributions reinvested).
How much would $10,000 invested in IUSB be worth?
$10,000 invested in IUSB at its first recorded close on June 12, 2014 would be worth about $12,795 on October 23, 2026 with distributions reinvested.
What was the worst year for IUSB?
The worst calendar year was 2022, with a total return of −13.0%. The best was 2019 at +9.1%.
What is the biggest drawdown of IUSB?
The largest peak-to-trough decline was −18.0% between August 4, 2020 and October 20, 2022. It recovered to the old high on October 21, 2025, 3.0 years after the bottom.
How volatile is IUSB?
Over the past 3 years IUSB had an annualized volatility of 5.5% and a Sharpe ratio of 0.03 (excess return over 1–3 month T-bills per unit of risk).