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Issuer
BondBloxx
Inception Date
Jan 23, 2024
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Bloomberg U.S. Corporate BBB 10+ Year Index - Benchmark TR Gross
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$5M

Share Price Chart


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Performance

BBBL Performance Chart

Bondbloxx BBB Rated 10+ Year Corporate Bond ETF (BBBL) is up 1.8% since the beginning of the year. BBBL is currently trading at $48 per share.


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S&P 500 Index

Returns By Period

Bondbloxx BBB Rated 10+ Year Corporate Bond ETF (BBBL) has returned 1.82% so far this year and 7.51% over the past 12 months.


Bondbloxx BBB Rated 10+ Year Corporate Bond ETF

1D
0.15%
1M
2.53%
YTD
1.82%
6M
1.90%
1Y
7.51%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.57%
1M
1.39%
YTD
9.73%
6M
10.46%
1Y
24.50%
3Y*
19.43%
5Y*
12.21%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBBL Monthly Returns History

Based on dividend-adjusted daily data since Jan 25, 2024, BBBL's average daily return is +0.02%, while the average monthly return is +0.34%. At this rate, an investment would double in approximately 17.0 years.

Historically, 67% of months were positive and 33% were negative. The best month was Sep 2025 with a return of +3.4%, while the worst month was Apr 2024 at -4.8%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 2 months.

On a daily basis, BBBL closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +2.9%, while the worst single day was Apr 10, 2025 at -2.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.86%1.46%-2.83%0.21%1.84%0.34%1.82%
20250.36%3.19%-1.44%-1.52%0.01%3.18%-0.14%0.75%3.35%0.00%0.68%-1.44%7.02%
20241.00%-2.72%2.19%-4.84%3.14%0.46%2.92%2.25%2.63%-4.08%2.85%-4.31%0.93%

Benchmark Metrics

Bondbloxx BBB Rated 10+ Year Corporate Bond ETF has an annualized alpha of -0.26%, beta of 0.24, and R2 of 0.15 versus S&P 500 Index. Calculated based on daily prices since January 25, 2024.

  • This ETF participated in 66.58% of S&P 500 Index downside but only 31.80% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.24 may look defensive, but with R2 of 0.15 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.15 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-0.26%
Beta
0.24
0.15
Upside Capture
31.80%
Downside Capture
66.58%

Expense Ratio

BBBL has an expense ratio of 0.19%, which is considered low.


Return for Risk

Risk / Return Rank

BBBL ranks 27 for risk / return — below 27% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


BBBL Risk / Return Rank: 2727
Overall Rank
BBBL Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
BBBL Sortino Ratio Rank: 2626
Sortino Ratio Rank
BBBL Omega Ratio Rank: 2525
Omega Ratio Rank
BBBL Calmar Ratio Rank: 2929
Calmar Ratio Rank
BBBL Martin Ratio Rank: 2626
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Bondbloxx BBB Rated 10+ Year Corporate Bond ETF (BBBL) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BBBLBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.01

Sortino ratioReturn per unit of downside risk

-1.27

Omega ratioGain probability vs. loss probability

1.17

1.36

-0.19

Calmar ratioReturn relative to maximum drawdown

1.38

2.71

-1.32

Martin ratioReturn relative to average drawdown

3.43

12.15

-8.72

Dividends

Dividend History

Bondbloxx BBB Rated 10+ Year Corporate Bond ETF provided a 5.71% dividend yield over the last twelve months, with an annual payout of $2.74 per share.


5.20%5.30%5.40%5.50%5.60%5.70%5.80%$0.00$0.50$1.00$1.50$2.00$2.5020242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$2.74$2.79$2.48

Dividend yield

5.71%5.77%5.19%

Monthly Dividends

The table displays the monthly dividend distributions for Bondbloxx BBB Rated 10+ Year Corporate Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.23$0.21$0.23$0.22$0.23$1.13
2025$0.00$0.23$0.22$0.27$0.23$0.23$0.22$0.22$0.26$0.22$0.23$0.45$2.79
2024$0.19$0.23$0.22$0.24$0.23$0.24$0.23$0.22$0.26$0.42$2.48

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Bondbloxx BBB Rated 10+ Year Corporate Bond ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bondbloxx BBB Rated 10+ Year Corporate Bond ETF was 9.43%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.

The current Bondbloxx BBB Rated 10+ Year Corporate Bond ETF drawdown is 1.31%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-9.43%Apr 2025
6mo 23d5mo 3d
11mo 26dSep 2024 - Sep 2025
2024 pullback2024
-7.12%Apr 2024
2mo 14d3mo 17d
6mo 1dFeb 2024 - Aug 2024
2026 pullback2026
-5.45%Mar 2026
5mo
7mo 22dOct 2025 - now
2024 pullback2024
-1.94%Aug 2024
3d6d
9dAug 2024 - Aug 2024
2025 pullback2025
-1.58%Sep 2025
8d19d
27dSep 2025 - Oct 2025

Drawdown Indicators


BBBLBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-9.43%

-56.78%

+47.35%

Max Drawdown (1Y)

Largest decline over 1 year

-5.45%

-9.10%

+3.65%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-1.31%

-1.29%

-0.02%

Average Drawdown

Average peak-to-trough decline

-3.28%

-10.72%

+7.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.19%

2.02%

+0.17%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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