iShares Broad USD Investment Grade Corporate… (USIG) Performance
USIG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.2% since Dec 31, 2025
- 1 year
- −1.5% total return
- 5 years
- +0.2% a year
- 10 years
- +2.2% a year
- Since first price
- +3.8% a year since 2007
USIG trailing returns vs AGG, TLT, SPY
| Period | USIG 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 | −0.6% | −1.8% | −0.4% | −1.0% | +3.2% |
| 6 months | −1.7% | −4.1% | −1.5% | −3.8% | +7.8% |
| YTD | −1.2% | −4.7% | −1.0% | −3.4% | +12.3% |
| 1 year | −1.5% | −6.1% | −1.1% | −6.9% | +14.4% |
| 3 years | +20.2%+6.3%/yr | +4.7% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +1.2%+0.2%/yr | −17.4% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| 10 years | +24.6%+2.2%/yr | −12.8% | +14.0%+1.3%/yr | −18.7%−2.0%/yr | +315.9%+15.3%/yr |
| 15 years | +54.1%+2.9%/yr | −8.8% | +32.2%+1.9%/yr | +9.9%+0.6%/yr | +696.0%+14.8%/yr |
| Since inceptionJan 11, 2007 | +109.1%+3.8%/yr | −1.9% | — | — | — |
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: USIG vs AGG
From Jan 11, 2007: USIG grew to $20,910, AGG to $17,635.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
USIG returns by calendar year
13 of 18 full years positive. Best 2019 (+14.0%), worst 2022 (−15.3%). 2026 is year to date.
USIG annual returns table
| Year | USIG | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −1.2% | −4.4% | −1.0% | −3.4% | +12.3% |
| 2025 | +7.9% | −2.7% | +7.2% | +4.3% | +17.7% |
| 2024 | +2.6% | −3.6% | +1.3% | −8.1% | +24.9% |
| 2023 | +8.7% | −6.9% | +5.7% | +2.8% | +26.2% |
| 2022 | −15.3% | −19.5% | −13.0% | −31.2% | −18.2% |
| 2021 | −1.3% | −5.0% | −1.8% | −4.6% | +28.7% |
| 2020 | +9.4% | −18.9% | +7.5% | +18.2% | +18.3% |
| 2019 | +14.0% | −2.5% | +8.5% | +14.1% | +31.2% |
| 2018 | −2.2% | −3.8% | +0.1% | −1.6% | −4.6% |
| 2017 | +5.7% | −1.6% | +3.6% | +9.2% | +21.7% |
| 2016 | +5.6% | −4.8% | +2.4% | +1.2% | +12.0% |
| 2015 | −1.5% | −5.0% | +0.5% | −1.8% | +1.2% |
| 2014 | +8.2% | −1.9% | +6.0% | +27.3% | +13.5% |
| 2013 | −2.2% | −7.1% | −2.0% | −13.4% | +32.3% |
| 2012 | +7.6% | −1.8% | +3.8% | +2.6% | +16.0% |
| 2011 | +9.1% | −2.4% | +7.7% | +34.0% | +1.9% |
| 2010 | +8.4% | −4.7% | +6.4% | +9.0% | +15.1% |
| 2009 | +11.1% | −7.0% | +3.0% | −21.8% | +26.4% |
| 2008 | +0.2% | −22.2% | +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.
USIG largest drawdowns
Now 2.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 5, 2008 | −22.2% | Oct 10, 2008 | Jun 3, 2009 | 8 months | 1.3 years |
| Sep 22, 2021 | −21.5% | Oct 20, 2022 | Oct 14, 2025 | 1.1 years | 4.1 years |
| Mar 6, 2020 | −18.9% | Mar 19, 2020 | Jun 30, 2020 | 13 days | 4 months |
| May 2, 2013 | −7.1% | Aug 21, 2013 | May 1, 2014 | 4 months | 12 months |
| Dec 31, 2020 | −5.2% | Mar 18, 2021 | Jul 28, 2021 | 3 months | 7 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
USIG risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2007 |
|---|---|---|---|---|
| Annualized return | +5.1% | −0.2% | +2.0% | +3.8% |
| Volatility (annualized) | 6.2% | 7.9% | 6.8% | 6.4% |
| Sharpe ratio | 0.14 | -0.45 | -0.01 | 0.39 |
| Sortino ratio | 0.21 | -0.59 | -0.01 | 0.58 |
| Best month | +5.9% | +5.9% | +5.9% | +8.2% |
| Worst month | −2.7% | −5.2% | −6.4% | −6.6% |
| Best 12 months | +14.3% | +14.3% | +15.5% | +25.9% |
| Worst 12 months | −2.2% | −19.1% | −19.1% | −19.1% |
| Positive months | 67% | 55% | 59% | 61% |
| Beta vs S&P 500 | 0.29 | 0.35 | 0.27 | — |
| Correlation with S&P 500 | 0.58 | 0.70 | 0.60 | — |
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.
USIG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 226 | −19.1% | +4.9% | +25.9% | 79% |
| 3-year (a year) | 202 | −5.2% | +4.6% | +13.9% | 84% |
| 5-year (a year) | 178 | −0.3% | +3.7% | +9.5% | 97% |
| 10-year (a year) | 118 | +1.2% | +4.2% | +6.0% | 100% |
Every holding period starting at a month-end since 2007. Returns for 3 years and longer are annualized.
USIG performance overview
iShares Broad USD Investment Grade Corporate… (USIG) returned −1.5% over the past year and +2.2% a year over ten years, with distributions reinvested. Since its first recorded price in 2007 it has returned +3.8% a year, turning $10,000 into about $20,910. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −22.2%, from Feb 5, 2008 to Oct 10, 2008, and it took 8 months to get back to the old high. USIG finished 13 of its 18 full calendar years with a gain; the best year was 2019 (+14.0%) and the worst 2022 (−15.3%). Volatility has been 6.4% a year.
Related: USIG chart, USIG dividends, USIG bond profile. See the USIG overview for the latest quote and fund facts.
USIG performance FAQ
What is the USIG return over the past year?
USIG returned −1.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 6.1%.
What is the average annual return of USIG?
USIG has returned +0.2% a year over 5 years, +2.2% a year over 10 years, +3.8% a year since January 11, 2007 (total return, distributions reinvested).
How much would $10,000 invested in USIG be worth?
$10,000 invested in USIG at its first recorded close on January 11, 2007 would be worth about $20,910 on October 23, 2026 with distributions reinvested.
What was the worst year for USIG?
The worst calendar year was 2022, with a total return of −15.3%. The best was 2019 at +14.0%.
What is the biggest drawdown of USIG?
The largest peak-to-trough decline was −22.2% between February 5, 2008 and October 10, 2008. It recovered to the old high on June 3, 2009, 8 months after the bottom.
How volatile is USIG?
Over the past 3 years USIG had an annualized volatility of 6.2% and a Sharpe ratio of 0.14 (excess return over 1–3 month T-bills per unit of risk).