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ISIN
IE00BYPC1H27
Issuer
iShares
Inception Date
Mar 20, 2025
Leveraged
1x (No leverage)
Index Tracked
Bloomberg China Treasury + Policy Bank Index
Domicile
Ireland
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

ICGB.DE Performance Chart

iShares China CNY Bond UCITS ETF USD (Dist) (ICGB.DE) is up 7.9% since the beginning of the year. ICGB.DE is currently trading at €5 per share. Investors who bought €1,000 worth of ICGB.DE shares 5 years ago would now be looking at an investment worth €1,207.


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S&P 500 Index

Returns By Period

iShares China CNY Bond UCITS ETF USD (Dist) (ICGB.DE) has returned 7.85% so far this year and 9.80% over the past 12 months.


iShares China CNY Bond UCITS ETF USD (Dist)

1D
-0.20%
1M
1.25%
6M
7.38%
YTD
7.85%
1Y
9.80%
3Y*
4.28%
5Y*
3.84%
10Y*

Benchmark (S&P 500 Index)

1D
-0.43%
1M
0.48%
6M
11.83%
YTD
12.30%
1Y
22.52%
3Y*
17.03%
5Y*
12.27%
10Y*
13.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ICGB.DE Monthly Returns History

Based on dividend-adjusted daily data since Jul 24, 2019, ICGB.DE's average daily return is +0.01%, while the average monthly return is +0.20%. At this rate, an investment would double in approximately 28.9 years.

Historically, 55% of months were positive and 45% were negative. The best month was Nov 2021 with a return of +3.5%, while the worst month was Jul 2019 at -9.8%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 4 months.

On a daily basis, ICGB.DE closed higher 40% of trading days. The best single day was Mar 19, 2020 with a return of +2.4%, while the worst single day was Jul 30, 2019 at -9.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.00%1.96%2.77%-0.83%2.09%1.87%-0.20%7.85%
20250.99%-0.78%-3.75%-3.70%0.85%-2.64%1.97%-1.51%-0.44%2.19%0.00%-0.38%-7.16%
20242.16%0.84%-0.21%1.26%-1.24%2.06%0.42%-0.21%0.21%1.45%2.24%1.90%11.36%
20230.41%-0.20%-0.82%-1.65%1.47%-3.93%1.09%0.43%1.72%-0.21%-0.42%-0.04%-2.27%
20222.02%0.20%0.79%1.18%-1.74%2.05%2.75%0.00%-0.95%-2.70%-2.18%-0.14%1.10%
20213.00%-0.45%2.70%-0.44%0.44%1.66%1.31%0.86%2.35%0.63%3.53%0.58%17.31%

Benchmark Metrics

iShares China CNY Bond UCITS ETF USD (Dist) has an annualized alpha of 2.29%, beta of 0.06, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since July 24, 2019.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (9.52%) than losses (2.88%) - typical of diversified or defensive assets.
  • Beta of 0.06 may look defensive, but with R2 of 0.03 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 0.03 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
2.29%
Beta
0.06
0.03
Upside Capture
9.52%
Downside Capture
2.88%

Expense Ratio

ICGB.DE has an expense ratio of 0.35%, placing it in the medium range.


Return for Risk

Risk / Return Rank

ICGB.DE ranks 70 for risk / return — better than 70% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


ICGB.DE Risk / Return Rank: 7070
Overall Rank
ICGB.DE Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
ICGB.DE Sortino Ratio Rank: 7171
Sortino Ratio Rank
ICGB.DE Omega Ratio Rank: 7070
Omega Ratio Rank
ICGB.DE Calmar Ratio Rank: 8181
Calmar Ratio Rank
ICGB.DE Martin Ratio Rank: 6363
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 iShares China CNY Bond UCITS ETF USD (Dist) (ICGB.DE) 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.


ICGB.DEBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.10

Sortino ratioReturn per unit of downside risk

+0.15

Omega ratioGain probability vs. loss probability

1.34

1.35

-0.01

Calmar ratioReturn relative to maximum drawdown

3.52

3.18

+0.34

Martin ratioReturn relative to average drawdown

9.25

11.76

-2.52

Dividends

Dividend History

iShares China CNY Bond UCITS ETF USD (Dist) provided a 1.69% dividend yield over the last twelve months, with an annual payout of €0.08 per share.


1.00%1.50%2.00%2.50%€0.00€0.02€0.04€0.06€0.08€0.10€0.12€0.142019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend€0.08€0.09€0.11€0.12€0.14€0.13€0.11€0.04

Dividend yield

1.69%1.92%2.22%2.58%2.80%2.71%2.63%0.95%

Monthly Dividends

The table displays the monthly dividend distributions for iShares China CNY Bond UCITS ETF USD (Dist). The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026€0.00€0.00€0.00€0.00€0.00€0.04€0.00€0.04
2025€0.00€0.00€0.00€0.00€0.00€0.05€0.00€0.00€0.00€0.00€0.00€0.04€0.09
2024€0.00€0.00€0.00€0.00€0.00€0.06€0.00€0.00€0.00€0.00€0.00€0.05€0.11
2023€0.00€0.00€0.00€0.00€0.00€0.06€0.00€0.00€0.00€0.00€0.00€0.06€0.12
2022€0.00€0.00€0.00€0.00€0.00€0.07€0.00€0.00€0.00€0.00€0.00€0.06€0.14
2021€0.00€0.00€0.00€0.00€0.00€0.07€0.00€0.00€0.00€0.00€0.00€0.07€0.13

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 iShares China CNY Bond UCITS ETF USD (Dist). 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 iShares China CNY Bond UCITS ETF USD (Dist) was 13.36%, occurring on Jul 19, 2023. Recovery took 359 trading sessions.

The current iShares China CNY Bond UCITS ETF USD (Dist) drawdown is 1.82%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 correction2023
-13.36%Jul 2023
11mo1y 4mo
2y 3moAug 2022 - Dec 2024
2020 correction2020
-13.26%Jul 2020
1y 5d1y 2mo
2y 2moJul 2019 - Sep 2021
2025 correction2025
-11.17%Sep 2025
8mo 5d
1y 5moJan 2025 - now
Bear market2022
-4.02%May 2022
1mo 7d1mo 10d
2mo 17dApr 2022 - Jul 2022
Bear market2022
-3.14%Feb 2022
10d19d
29dJan 2022 - Mar 2022

Drawdown Indicators


ICGB.DEBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-13.36%

-51.62%

+38.26%

Max Drawdown (1Y)

Largest decline over 1 year

-2.77%

-7.57%

+4.80%

Max Drawdown (3Y)

Largest decline over 3 years

-11.17%

-23.99%

+12.82%

Max Drawdown (5Y)

Largest decline over 5 years

-13.36%

-23.99%

+10.63%

Max Drawdown (10Y)

Largest decline over 10 years

-33.42%

Current Drawdown

Current decline from peak

-1.82%

-0.43%

-1.39%

Average Drawdown

Average peak-to-trough decline

-6.42%

-9.08%

+2.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.06%

2.04%

-0.98%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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