BondBloxx BB Rated USD High Yield Corporate… (XBB) Performance
XBB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +0.4% since Dec 31, 2025
- 1 year
- +1.6% total return
- 3 years
- +8.0% a year
- Since first price
- +4.9% a year since 2022
XBB trailing returns vs AGG, TLT, SPY
| Period | XBB total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −0.5% | −1.0% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.7% | −2.1% | −0.4% | −1.0% | +3.2% |
| 6 months | −0.7% | −3.4% | −1.5% | −3.8% | +7.8% |
| YTD | +0.4% | −3.7% | −1.0% | −3.4% | +12.3% |
| 1 year | +1.6% | −3.8% | −1.1% | −6.9% | +14.4% |
| 3 years | +26.1%+8.0%/yr | +5.8% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionMay 26, 2022 | +23.5%+4.9%/yr | −4.7% | — | — | — |
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: XBB vs AGG
From May 26, 2022: XBB grew to $12,350, AGG to $10,779.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
XBB returns by calendar year
3 of 3 full years positive. Best 2023 (+10.6%), worst 2024 (+6.4%). 2026 is year to date.
XBB annual returns table
| Year | XBB | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +0.4% | −2.9% | −1.0% | −3.4% | +12.3% |
| 2025 | +8.6% | −3.8% | +7.2% | +4.3% | +17.7% |
| 2024 | +6.4% | −2.2% | +1.3% | −8.1% | +24.9% |
| 2023 | +10.6% | −4.9% | +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.
XBB largest drawdowns
Now 2.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| May 27, 2022 | −8.9% | Sep 27, 2022 | Feb 1, 2023 | 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.
XBB risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +7.3% | +4.8% |
| Volatility (annualized) | 4.4% | 7.3% |
| Sharpe ratio | 0.64 | 0.11 |
| Sortino ratio | 1.08 | 0.16 |
| Best month | +4.5% | +6.4% |
| Worst month | −2.7% | −7.1% |
| Best 12 months | +14.9% | +14.9% |
| Worst 12 months | +0.9% | −1.1% |
| Positive months | 69% | 65% |
| Beta vs S&P 500 | 0.25 | — |
| Correlation with S&P 500 | 0.69 | — |
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.
XBB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 42 | −1.1% | +7.5% | +14.9% | 98% |
| 3-year (a year) | 18 | +5.4% | +7.7% | +9.8% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
XBB performance overview
BondBloxx BB Rated USD High Yield Corporate… (XBB) returned +1.6% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +4.9% a year, turning $10,000 into about $12,350. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −8.9%, from May 27, 2022 to Sep 27, 2022, and it took 4 months to get back to the old high. XBB finished 3 of its 3 full calendar years with a gain; the best year was 2023 (+10.6%) and the worst 2024 (+6.4%). Volatility has been 7.3% a year.
Related: XBB chart, XBB dividends, XBB bond profile. See the XBB overview for the latest quote and fund facts.
XBB performance FAQ
What is the XBB return over the past year?
XBB returned +1.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 3.8%.
How much would $10,000 invested in XBB be worth?
$10,000 invested in XBB at its first recorded close on May 26, 2022 would be worth about $12,350 on October 23, 2026 with distributions reinvested.
What was the worst year for XBB?
The worst calendar year was 2024, with a total return of +6.4%. The best was 2023 at +10.6%.
What is the biggest drawdown of XBB?
The largest peak-to-trough decline was −8.9% between May 27, 2022 and September 27, 2022. It recovered to the old high on February 1, 2023, 4 months after the bottom.
How volatile is XBB?
Over the past 3 years XBB had an annualized volatility of 4.4% and a Sharpe ratio of 0.64 (excess return over 1–3 month T-bills per unit of risk).