BondBloxx B Rated USD High Yield Corporate… (XB) Performance
XB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +0.8% since Dec 31, 2025
- 1 year
- +2.2% total return
- 3 years
- +8.2% a year
- Since first price
- +5.4% a year since 2022
XB trailing returns vs AGG, TLT, SPY
| Period | XB total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −1.1% | −1.6% | +0.9% | +1.5% | −1.0% |
| 3 months | −1.0% | −2.6% | −0.4% | −1.0% | +3.2% |
| 6 months | −0.5% | −3.7% | −1.5% | −3.8% | +7.8% |
| YTD | +0.8% | −4.2% | −1.0% | −3.4% | +12.3% |
| 1 year | +2.2% | −4.5% | −1.1% | −6.9% | +14.4% |
| 3 years | +26.6%+8.2%/yr | +1.8% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionMay 26, 2022 | +26.2%+5.4%/yr | −9.0% | — | — | — |
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: XB vs AGG
From May 26, 2022: XB grew to $12,625, AGG to $10,779.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
XB returns by calendar year
3 of 3 full years positive. Best 2023 (+12.9%), worst 2024 (+7.4%). 2026 is year to date.
XB annual returns table
| Year | XB | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +0.8% | −2.9% | −1.0% | −3.4% | +12.3% |
| 2025 | +7.8% | −5.4% | +7.2% | +4.3% | +17.7% |
| 2024 | +7.4% | −2.4% | +1.3% | −8.1% | +24.9% |
| 2023 | +12.9% | −4.6% | +5.7% | +2.8% | +26.2% |
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.
XB largest drawdowns
Now 2.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Aug 15, 2022 | −9.2% | Sep 27, 2022 | Feb 1, 2023 | 43 days | 6 months |
| May 27, 2022 | −7.7% | Jun 30, 2022 | Aug 15, 2022 | 34 days | 3 months |
| Feb 26, 2025 | −5.4% | Apr 8, 2025 | Jun 3, 2025 | 41 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.
XB risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +7.6% | +5.5% |
| Volatility (annualized) | 4.5% | 7.5% |
| Sharpe ratio | 0.70 | 0.21 |
| Sortino ratio | 1.20 | 0.29 |
| Best month | +4.4% | +6.3% |
| Worst month | −2.5% | −7.4% |
| Best 12 months | +14.8% | +14.8% |
| Worst 12 months | +2.4% | −0.7% |
| Positive months | 69% | 65% |
| Beta vs S&P 500 | 0.27 | — |
| Correlation with S&P 500 | 0.76 | — |
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.
XB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 42 | −0.7% | +7.7% | +14.8% | 98% |
| 3-year (a year) | 18 | +5.9% | +8.3% | +10.6% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
XB performance overview
BondBloxx B Rated USD High Yield Corporate… (XB) returned +2.2% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +5.4% a year, turning $10,000 into about $12,625. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −9.2%, from Aug 15, 2022 to Sep 27, 2022, and it took 4 months to get back to the old high. XB finished 3 of its 3 full calendar years with a gain; the best year was 2023 (+12.9%) and the worst 2024 (+7.4%). Volatility has been 7.5% a year.
Related: XB chart, XB holdings, XB dividends, XB bond profile. See the XB overview for the latest quote and fund facts.
XB performance FAQ
What is the XB return over the past year?
XB returned +2.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 4.5%.
How much would $10,000 invested in XB be worth?
$10,000 invested in XB at its first recorded close on May 26, 2022 would be worth about $12,625 on October 23, 2026 with distributions reinvested.
What was the worst year for XB?
The worst calendar year was 2024, with a total return of +7.4%. The best was 2023 at +12.9%.
What is the biggest drawdown of XB?
The largest peak-to-trough decline was −9.2% between August 15, 2022 and September 27, 2022. It recovered to the old high on February 1, 2023, 4 months after the bottom.
How volatile is XB?
Over the past 3 years XB had an annualized volatility of 4.5% and a Sharpe ratio of 0.70 (excess return over 1–3 month T-bills per unit of risk).