Summary
AGG
Prices · period metrics · 12M
NAV as of 01/06/2026
02/04/2025 → 02/04/2026
Return 4.90% Volatility 4.40% Sharpe 0.03
Official loaded data — not a live quote.

iShares Core U.S. Aggregate Bond ETF

Symbol: AGG

Exchange: NYSE

Sector: N/A

Category: Intermediate Core Bond

Inception date: 22/09/2003

Latest date: 01/06/2026

Current price: $98.68

Expense ratio: 0.03%

Assets under management
$135.4B
0.24% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-0.22%

Ann. -14.70% (Sharpe / Sortino numerator)

Volatility

5.75%

Sharpe ratio

-3.189

VaR 95%

-0.56%

CVaR 95%: -0.70%
Max drawdown: -2.02%
Sortino ratio: -4.958
Calmar ratio: -7.28

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

-1.32%

Ann. -1.20% (Sharpe / Sortino numerator)

Volatility

4.31%

Sharpe ratio

-1.120

VaR 95%

-0.45%

CVaR 95%: -0.58%
Max drawdown: -2.86%
Sortino ratio: -1.528
Calmar ratio: -0.42

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

0.26%

Ann. 0.50% (Sharpe / Sortino numerator)

Volatility

3.70%

Sharpe ratio

-0.846

VaR 95%

-0.42%

CVaR 95%: -0.52%
Max drawdown: -2.86%
Sortino ratio: -1.183
Calmar ratio: 0.17

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

4.90%

Ann. 3.74% (Sharpe / Sortino numerator)

Volatility

4.40%

Sharpe ratio

0.025

VaR 95%

-0.44%

CVaR 95%: -0.63%
Max drawdown: -2.86%
Sortino ratio: 0.036
Calmar ratio: 1.31

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

8.71%

Ann. 4.86% (Sharpe / Sortino numerator)

Volatility

4.84%

Sharpe ratio

0.255

VaR 95%

-0.47%

CVaR 95%: -0.66%
Max drawdown: -4.82%
Sortino ratio: 0.387
Calmar ratio: 1.01

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

10.47%

Ann. 3.49% (Sharpe / Sortino numerator)

Volatility

5.60%

Sharpe ratio

-0.026

VaR 95%

-0.56%

CVaR 95%: -0.76%
Max drawdown: -7.36%
Sortino ratio: -0.040
Calmar ratio: 0.47

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 02/06/2025 - 01/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.019%

Best day

0.865%

01/08/2025
Worst day

-0.834%

20/03/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
01/06/2026 $98.44 $98.70 $98.36 $98.68 8,816,600
29/05/2026 $99.09 $99.19 $99.02 $99.06 8,936,700
28/05/2026 $98.82 $99.10 $98.77 $99.00 10,300,400
27/05/2026 $98.81 $98.90 $98.76 $98.80 6,898,700
26/05/2026 $98.78 $98.85 $98.61 $98.72 5,334,500
22/05/2026 $98.49 $98.51 $98.19 $98.44 6,948,900
21/05/2026 $97.97 $98.34 $97.84 $98.34 7,072,600
20/05/2026 $97.69 $98.28 $97.67 $98.22 15,851,000
19/05/2026 $97.65 $97.80 $97.52 $97.63 8,945,400
18/05/2026 $98.11 $98.21 $97.86 $98.01 7,774,500