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iShares 10+ Year Investment Grade Corporate Bond E...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US4642895118

CUSIP

464289511

Issuer

iShares

Inception Date

Dec 8, 2009

Region

North America (U.S.)

Leveraged

1x

Index Tracked

ICE BofAML10+ Year US Corporate Index

Asset Class

Bond

Expense Ratio

IGLB has an expense ratio of 0.06%, which is considered low compared to other funds.


Expense ratio chart for IGLB: current value at 0.06% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.06%

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
IGLB vs. VCLT IGLB vs. TLT IGLB vs. SPLB IGLB vs. LQD IGLB vs. SCHD IGLB vs. BLV IGLB vs. BND IGLB vs. VOO IGLB vs. HYG IGLB vs. SGOV
Popular comparisons:
IGLB vs. VCLT IGLB vs. TLT IGLB vs. SPLB IGLB vs. LQD IGLB vs. SCHD IGLB vs. BLV IGLB vs. BND IGLB vs. VOO IGLB vs. HYG IGLB vs. SGOV

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in iShares 10+ Year Investment Grade Corporate Bond ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


100.00%200.00%300.00%400.00%500.00%JulyAugustSeptemberOctoberNovemberDecember
90.81%
448.93%
IGLB (iShares 10+ Year Investment Grade Corporate Bond ETF)
Benchmark (^GSPC)

Returns By Period

iShares 10+ Year Investment Grade Corporate Bond ETF had a return of 0.73% year-to-date (YTD) and 0.77% in the last 12 months. Over the past 10 years, iShares 10+ Year Investment Grade Corporate Bond ETF had an annualized return of 2.35%, while the S&P 500 had an annualized return of 11.40%, indicating that iShares 10+ Year Investment Grade Corporate Bond ETF did not perform as well as the benchmark.


IGLB

YTD

0.73%

1M

0.73%

6M

1.56%

1Y

0.77%

5Y (annualized)

-1.47%

10Y (annualized)

2.35%

^GSPC (Benchmark)

YTD

26.86%

1M

3.07%

6M

11.41%

1Y

28.22%

5Y (annualized)

13.69%

10Y (annualized)

11.40%

Monthly Returns

The table below presents the monthly returns of IGLB, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.47%-2.89%1.98%-4.87%3.14%0.26%3.19%2.29%2.72%-4.30%2.48%0.73%
20237.43%-5.51%4.45%0.77%-2.81%1.62%-0.17%-2.06%-5.37%-4.06%10.89%6.90%11.04%
2022-4.86%-3.30%-3.46%-9.68%1.78%-4.62%5.21%-5.20%-8.35%-2.35%9.95%-2.38%-25.38%
2021-2.71%-3.33%-2.41%1.63%0.59%3.85%2.26%-0.22%-2.52%1.86%0.23%-0.64%-1.68%
20203.87%1.74%-9.16%5.68%1.87%3.23%5.46%-3.63%-0.28%-1.12%5.99%-0.02%13.30%
20193.69%-0.61%4.79%0.18%2.30%4.18%0.79%5.99%-1.20%0.19%0.69%0.35%23.20%
2018-1.04%-3.93%1.04%-2.41%0.25%-0.74%2.06%-0.30%-0.06%-3.84%-0.75%2.85%-6.89%
20170.55%1.85%-0.76%1.53%2.24%1.27%0.58%1.24%-0.14%0.70%0.51%1.99%12.15%
20160.36%1.49%5.33%2.21%-0.46%4.96%2.61%0.42%-1.06%-2.65%-5.37%2.11%9.87%
20155.32%-2.74%0.00%-1.80%-2.70%-3.45%1.86%-2.00%1.09%1.21%-0.47%-1.62%-5.51%
20143.52%2.17%0.68%2.42%2.36%0.46%-0.25%3.34%-2.97%1.79%1.51%0.68%16.70%
2013-3.45%1.49%-0.88%4.02%-5.22%-4.94%1.01%-1.99%1.37%2.09%-1.15%-0.04%-7.86%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of IGLB is 11, indicating that it is in the bottom 11% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of IGLB is 1111
Overall Rank
The Sharpe Ratio Rank of IGLB is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of IGLB is 1111
Sortino Ratio Rank
The Omega Ratio Rank of IGLB is 1111
Omega Ratio Rank
The Calmar Ratio Rank of IGLB is 1111
Calmar Ratio Rank
The Martin Ratio Rank of IGLB is 1111
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for IGLB, currently valued at 0.22, compared to the broader market0.002.004.000.222.34
The chart of Sortino ratio for IGLB, currently valued at 0.38, compared to the broader market-2.000.002.004.006.008.0010.0012.000.383.15
The chart of Omega ratio for IGLB, currently valued at 1.04, compared to the broader market0.501.001.502.002.503.001.041.43
The chart of Calmar ratio for IGLB, currently valued at 0.09, compared to the broader market0.005.0010.0015.000.093.37
The chart of Martin ratio for IGLB, currently valued at 0.61, compared to the broader market0.0020.0040.0060.0080.00100.000.6114.93
IGLB
^GSPC

The current iShares 10+ Year Investment Grade Corporate Bond ETF Sharpe ratio is 0.22. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of iShares 10+ Year Investment Grade Corporate Bond ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.22
2.34
IGLB (iShares 10+ Year Investment Grade Corporate Bond ETF)
Benchmark (^GSPC)

Dividends

Dividend History

iShares 10+ Year Investment Grade Corporate Bond ETF provided a 4.55% dividend yield over the last twelve months, with an annual payout of $2.31 per share. The fund has been increasing its distributions for 2 consecutive years.


3.00%3.50%4.00%4.50%5.00%$0.00$0.50$1.00$1.50$2.00$2.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.31$2.42$2.27$2.20$2.36$2.49$2.57$2.49$2.47$2.55$2.53$2.79

Dividend yield

4.55%4.59%4.56%3.16%3.23%3.73%4.56%3.94%4.21%4.58%4.12%5.08%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.21$0.21$0.21$0.21$0.21$0.22$0.21$0.21$0.20$0.22$0.21$2.31
2023$0.00$0.20$0.19$0.20$0.20$0.19$0.19$0.20$0.21$0.21$0.21$0.41$2.42
2022$0.00$0.18$0.19$0.22$0.19$0.18$0.19$0.19$0.19$0.19$0.19$0.37$2.27
2021$0.00$0.18$0.19$0.19$0.19$0.19$0.19$0.18$0.18$0.18$0.18$0.36$2.20
2020$0.00$0.21$0.21$0.21$0.21$0.20$0.20$0.20$0.19$0.20$0.19$0.36$2.36
2019$0.00$0.21$0.22$0.22$0.21$0.22$0.21$0.21$0.21$0.20$0.21$0.37$2.49
2018$0.00$0.20$0.21$0.21$0.21$0.21$0.22$0.21$0.21$0.22$0.23$0.44$2.57
2017$0.00$0.21$0.21$0.21$0.21$0.21$0.21$0.21$0.21$0.21$0.21$0.43$2.49
2016$0.00$0.21$0.21$0.21$0.21$0.21$0.20$0.21$0.21$0.21$0.21$0.40$2.47
2015$0.00$0.21$0.21$0.21$0.21$0.22$0.21$0.21$0.21$0.22$0.21$0.43$2.55
2014$0.00$0.22$0.22$0.22$0.22$0.20$0.20$0.21$0.21$0.21$0.21$0.39$2.53
2013$0.19$0.22$0.23$0.23$0.23$0.23$0.22$0.24$0.22$0.23$0.55$2.79

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.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-18.62%
-0.64%
IGLB (iShares 10+ Year Investment Grade Corporate Bond ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares 10+ Year Investment Grade 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 iShares 10+ Year Investment Grade Corporate Bond ETF was 34.12%, occurring on Oct 24, 2022. The portfolio has not yet recovered.

The current iShares 10+ Year Investment Grade Corporate Bond ETF drawdown is 18.62%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.12%Sep 23, 2021274Oct 24, 2022
-27.72%Mar 9, 20209Mar 19, 202077Jul 9, 202086
-14.09%May 3, 201336Jun 24, 2013224May 14, 2014260
-11.2%Feb 2, 2015102Jun 26, 2015239Jun 8, 2016341
-10.23%Aug 7, 2020154Mar 18, 202196Aug 4, 2021250

Volatility

Volatility Chart

The current iShares 10+ Year Investment Grade Corporate Bond ETF volatility is 2.89%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
2.89%
2.43%
IGLB (iShares 10+ Year Investment Grade Corporate Bond ETF)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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