Summary
AGRH
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 5.81% Volatility 1.94% Sharpe 0.59
Official loaded data — not a live quote.

ISHARES INTEREST RATE HEDGED U.S. AGGREGATE BOND ETF

Symbol: AGRH

Exchange: NYSE

Sector: Energy

Category: Ultrashort Bond

Inception date: 22/06/2022

Latest date: 16/07/2026

Current price: $26.25

Expense ratio: 0.13%

Assets under management
$7.9M
0.00% 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

0.11%

Ann. -0.92% (Sharpe / Sortino numerator)

Volatility

2.22%

Sharpe ratio

-2.049

VaR 95%

-0.26%

CVaR 95%: -0.27%
Max drawdown: -0.75%
Sortino ratio: -3.310
Calmar ratio: -1.22

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

1.11%

Ann. -0.38% (Sharpe / Sortino numerator)

Volatility

1.88%

Sharpe ratio

-2.131

VaR 95%

-0.23%

CVaR 95%: -0.28%
Max drawdown: -1.30%
Sortino ratio: -2.819
Calmar ratio: -0.29

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

1.56%

Ann. 3.48% (Sharpe / Sortino numerator)

Volatility

1.52%

Sharpe ratio

-0.098

VaR 95%

-0.15%

CVaR 95%: -0.23%
Max drawdown: -1.30%
Sortino ratio: -0.117
Calmar ratio: 2.69

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

5.81%

Ann. 4.77% (Sharpe / Sortino numerator)

Volatility

1.94%

Sharpe ratio

0.587

VaR 95%

-0.18%

CVaR 95%: -0.31%
Max drawdown: -1.35%
Sortino ratio: 0.622
Calmar ratio: 3.53

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

11.06%

Ann. 5.00% (Sharpe / Sortino numerator)

Volatility

1.75%

Sharpe ratio

0.782

VaR 95%

-0.15%

CVaR 95%: -0.26%
Max drawdown: -1.73%
Sortino ratio: 0.946
Calmar ratio: 2.88

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

18.07%

Ann. 5.68% (Sharpe / Sortino numerator)

Volatility

1.73%

Sharpe ratio

1.183

VaR 95%

-0.15%

CVaR 95%: -0.24%
Max drawdown: -1.73%
Sortino ratio: 1.578
Calmar ratio: 3.28

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.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.023%

Best day

0.523%

05/09/2025
Worst day

-0.328%

04/09/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $26.25 $26.25 $26.25 $26.25 100
15/07/2026 $26.30 $26.30 $26.30 $26.30 200
14/07/2026 $26.26 $26.29 $26.25 $26.29 4,400
13/07/2026 $26.21 $26.21 $26.21 $26.21 100
10/07/2026 $26.23 $26.23 $26.23 $26.23 100
09/07/2026 $26.23 $26.23 $26.23 $26.23 100
08/07/2026 $26.27 $26.27 $26.24 $26.24 3,400
07/07/2026 $26.27 $26.27 $26.24 $26.24 200
06/07/2026 $26.26 $26.26 $26.08 $26.23 7,500
02/07/2026 $26.26 $26.26 $26.20 $26.23 500