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

ETF Info

ISINUS4642895118
CUSIP464289511
IssueriShares
Inception DateDec 8, 2009
RegionNorth America (U.S.)
CategoryCorporate Bonds
Index TrackedICE BofAML10+ Year US Corporate Index
Home Pagewww.ishares.com
Asset ClassBond

Expense Ratio

IGLB has an expense ratio of 0.06% which is considered to be low.


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


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Compare to other instruments

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


iShares 10+ Year Investment Grade Corporate Bond ETF

Popular comparisons: IGLB vs. VCLT, IGLB vs. TLT, IGLB vs. LQD, IGLB vs. BLV, IGLB vs. BND, IGLB vs. SCHD, IGLB vs. SPLB, 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.


50.00%100.00%150.00%200.00%250.00%300.00%350.00%400.00%December2024FebruaryMarchAprilMay
81.68%
373.78%
IGLB (iShares 10+ Year Investment Grade Corporate Bond ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

iShares 10+ Year Investment Grade Corporate Bond ETF had a return of -4.09% year-to-date (YTD) and 0.92% in the last 12 months. Over the past 10 years, iShares 10+ Year Investment Grade Corporate Bond ETF had an annualized return of 2.27%, while the S&P 500 had an annualized return of 10.67%, indicating that iShares 10+ Year Investment Grade Corporate Bond ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-4.09%9.49%
1 month0.44%1.20%
6 months8.21%18.29%
1 year0.92%26.44%
5 years (annualized)0.19%12.64%
10 years (annualized)2.27%10.67%

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%-4.09%
20237.43%-5.51%4.45%0.77%-2.81%1.62%-0.17%-2.06%-5.37%-4.06%10.89%6.90%11.03%
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%2.25%-0.22%-2.52%1.86%0.23%-0.64%-1.68%
20203.87%1.74%-9.16%5.68%1.86%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%9.88%
20155.32%-2.74%-0.01%-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%0.47%-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 14, indicating that it is in the bottom 14% 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 1414
IGLB (iShares 10+ Year Investment Grade Corporate Bond ETF)
The Sharpe Ratio Rank of IGLB is 1515Sharpe Ratio Rank
The Sortino Ratio Rank of IGLB is 1414Sortino Ratio Rank
The Omega Ratio Rank of IGLB is 1414Omega Ratio Rank
The Calmar Ratio Rank of IGLB is 1414Calmar Ratio Rank
The Martin Ratio Rank of IGLB is 1515Martin 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.


IGLB
Sharpe ratio
The chart of Sharpe ratio for IGLB, currently valued at 0.12, compared to the broader market0.002.004.000.12
Sortino ratio
The chart of Sortino ratio for IGLB, currently valued at 0.26, compared to the broader market-2.000.002.004.006.008.0010.000.26
Omega ratio
The chart of Omega ratio for IGLB, currently valued at 1.03, compared to the broader market0.501.001.502.002.501.03
Calmar ratio
The chart of Calmar ratio for IGLB, currently valued at 0.05, compared to the broader market0.002.004.006.008.0010.0012.0014.000.05
Martin ratio
The chart of Martin ratio for IGLB, currently valued at 0.29, compared to the broader market0.0020.0040.0060.0080.000.29
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.27, compared to the broader market0.002.004.002.27
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.22, compared to the broader market-2.000.002.004.006.008.0010.003.22
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.39, compared to the broader market0.501.001.502.002.501.39
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.83, compared to the broader market0.002.004.006.008.0010.0012.0014.001.83
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.69, compared to the broader market0.0020.0040.0060.0080.008.69

Sharpe Ratio

The current iShares 10+ Year Investment Grade Corporate Bond ETF Sharpe ratio is 0.12. This value is calculated based on the past 12 months 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 Ratio-0.500.000.501.001.502.002.503.00December2024FebruaryMarchAprilMay
0.12
2.27
IGLB (iShares 10+ Year Investment Grade Corporate Bond ETF)
Benchmark (^GSPC)

Dividends

Dividend History

iShares 10+ Year Investment Grade Corporate Bond ETF granted a 4.95% dividend yield in the last twelve months. The annual payout for that period amounted to $2.46 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.46$2.42$2.27$2.20$2.35$2.49$2.57$2.49$2.47$2.55$2.53$2.79

Dividend yield

4.95%4.59%4.56%3.16%3.22%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$0.83
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$0.21$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$0.18$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$0.35$2.35
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$0.20$0.21$0.22$0.21$0.21$0.22$0.22$0.44$2.57
2017$0.00$0.21$0.21$0.20$0.21$0.20$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$0.21$0.21$0.21$0.21$0.21$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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchAprilMay
-22.51%
-0.60%
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 22.51%.


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
-14.08%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 2.93%, 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%December2024FebruaryMarchAprilMay
2.93%
3.93%
IGLB (iShares 10+ Year Investment Grade Corporate Bond ETF)
Benchmark (^GSPC)