AGGU.L vs. USD=X
AGGU.L (iShares Core Global Aggregate Bond UCITS ETF) is Global Bonds fund tracking the Bloomberg Global Aggregate Bond Index, while USD=X (USD Cash) is a currency. Over the past 5 years, AGGU.L returned 0.48%/yr vs 0.00%/yr for USD=X.
Performance
AGGU.L vs. USD=X - Performance Comparison
Loading charts...
Returns By Period
AGGU.L
- 1D
- 0.00%
- 1M
- -0.17%
- YTD
- 0.17%
- 6M
- 0.69%
- 1Y
- 3.37%
- 3Y*
- 4.16%
- 5Y*
- 0.48%
- 10Y*
- —
USD=X
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 0.00%
- 3Y*
- 0.00%
- 5Y*
- 0.00%
- 10Y*
- 0.00%
AGGU.L vs. USD=X - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGGU.L iShares Core Global Aggregate Bond UCITS ETF | 0.17% | 4.68% | 3.54% | 6.65% | -11.53% | -1.81% | 5.15% | 8.16% | 1.56% | 0.24% |
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AGGU.L vs. USD=X — Risk / Return Rank
AGGU.L
USD=X
AGGU.L vs. USD=X - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) and USD Cash (USD=X). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AGGU.L | USD=X | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.19 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.52 | — | — |
| Martin ratioReturn relative to average drawdown | 4.68 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| AGGU.L | USD=X | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | — | — |
Drawdowns
AGGU.L vs. USD=X - Drawdown Comparison
The maximum AGGU.L drawdown since its inception was -15.55%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for AGGU.L and USD=X.
Loading charts...
Drawdown Indicators
| AGGU.L | USD=X | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.55% | 0.00% | -15.55% |
Max Drawdown (1Y)Largest decline over 1 year | -2.21% | 0.00% | -2.21% |
Max Drawdown (3Y)Largest decline over 3 years | -3.47% | 0.00% | -3.47% |
Max Drawdown (5Y)Largest decline over 5 years | -15.20% | 0.00% | -15.20% |
Max Drawdown (10Y)Largest decline over 10 years | — | 0.00% | — |
Current DrawdownCurrent decline from peak | -1.19% | 0.00% | -1.19% |
Average DrawdownAverage peak-to-trough decline | -3.89% | 0.00% | -3.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.72% | 0.00% | +0.72% |
Volatility
AGGU.L vs. USD=X - Volatility Comparison
iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) has a higher volatility of 1.26% compared to USD Cash (USD=X) at 0.00%. This indicates that AGGU.L's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AGGU.L | USD=X | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.26% | 0.00% | +1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 2.73% | 0.00% | +2.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.27% | 0.00% | +3.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.85% | 0.00% | +4.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.48% | 0.00% | +4.48% |
Find the right allocation for AGGU.L and USD=X
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer