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iShares Core Global Aggregate Bond UCITS ETF (AGGU.L)

ETF · Currency in USD · Last updated Jan 27, 2023

AGGU.L is a passive ETF by iShares tracking the investment results of the Bloomberg Global Aggregate Bond Index. AGGU.L launched on Nov 21, 2017 and has a 0.10% expense ratio.

ETF Info

ISINIE00BZ043R46
IssueriShares
Inception DateNov 21, 2017
CategoryGlobal Bonds
Expense Ratio0.10%
Index TrackedBloomberg Global Aggregate Bond Index
ETF Home Pagewww.ishares.com
Asset ClassBond

AGGU.LShare Price Chart


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AGGU.LPerformance

The chart shows the growth of $10,000 invested in iShares Core Global Aggregate Bond UCITS ETF in Nov 2017 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $10,276 for a total return of roughly 2.76%. All prices are adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%SeptemberOctoberNovemberDecember2023
-3.07%
-1.02%
AGGU.L (iShares Core Global Aggregate Bond UCITS ETF)
Benchmark (^GSPC)

AGGU.LCompare to other instruments

Search for stocks, ETFs, and funds to compare with AGGU.L

Popular comparisons: AGGU.L vs. BND, AGGU.L vs. IUSB, AGGU.L vs. AGG, AGGU.L vs. BNDX

AGGU.LReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD2.57%5.75%
1M1.60%6.04%
6M-1.83%1.31%
1Y-8.31%-7.10%
5Y0.70%4.96%
10Y0.53%6.88%

AGGU.LMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-1.62%-1.61%-1.44%-2.95%-0.15%-1.60%3.02%-2.93%-3.47%-0.03%1.74%-0.87%
2021-0.54%-1.93%-0.12%0.32%0.19%0.46%1.05%-0.21%-1.01%-0.18%0.53%-0.42%
20201.67%0.73%-1.90%2.80%-0.17%0.41%1.09%-0.81%0.20%0.35%0.49%0.23%
20191.11%0.00%1.81%0.10%1.25%1.39%0.92%2.17%-0.50%-0.20%0.04%-0.18%
2018-0.81%-0.24%0.83%-0.38%0.48%0.19%-0.10%0.38%-0.47%-0.14%0.36%1.49%
2017-0.32%0.18%

AGGU.LSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares Core Global Aggregate Bond UCITS ETF Sharpe ratio is -1.24. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-2.00-1.50-1.00-0.50SeptemberOctoberNovemberDecember2023
-1.24
-0.30
AGGU.L (iShares Core Global Aggregate Bond UCITS ETF)
Benchmark (^GSPC)

AGGU.LDividend History


iShares Core Global Aggregate Bond UCITS ETF doesn't pay dividends

AGGU.LDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember2023
-11.01%
-15.88%
AGGU.L (iShares Core Global Aggregate Bond UCITS ETF)
Benchmark (^GSPC)

AGGU.LWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Core Global Aggregate Bond UCITS ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares Core Global Aggregate Bond UCITS ETF is 15.55%, recorded on Oct 21, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-15.55%Jan 5, 2021453Oct 21, 2022
-6.81%Mar 10, 20209Mar 20, 202084Jul 22, 202093
-1.89%Sep 4, 201950Nov 12, 201951Jan 27, 2020101
-1.62%Dec 19, 201739Feb 14, 2018103Jul 13, 2018142
-1.26%Aug 21, 201836Oct 10, 201839Dec 4, 201875
-1.02%Aug 7, 202015Aug 27, 202066Nov 30, 202081
-0.75%Jul 5, 20196Jul 12, 20198Jul 24, 201914
-0.6%Jul 18, 201811Aug 1, 201813Aug 20, 201824
-0.57%Mar 28, 201915Apr 17, 20198May 1, 201923
-0.47%Dec 1, 20203Dec 3, 20206Dec 11, 20209

AGGU.LVolatility Chart

Current iShares Core Global Aggregate Bond UCITS ETF volatility is 4.74%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


0.00%10.00%20.00%30.00%40.00%SeptemberOctoberNovemberDecember2023
4.74%
16.78%
AGGU.L (iShares Core Global Aggregate Bond UCITS ETF)
Benchmark (^GSPC)