Summary
BGRN
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 5.04% Volatility 3.59% Sharpe 0.06
Official loaded data — not a live quote.

ISHARES USD GREEN BOND ETF

Symbol: BGRN

Exchange: NASDAQ

Sector: N/A

Category: Global Bond-USD Hedged

Inception date: 13/11/2018

Latest date: 02/06/2026

Current price: $47.39

Expense ratio: 0.20%

Assets under management
$469.7M
-0.04% 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

0.15%

Ann. -14.44% (Sharpe / Sortino numerator)

Volatility

5.01%

Sharpe ratio

-3.606

VaR 95%

-0.39%

CVaR 95%: -0.51%
Max drawdown: -2.14%
Sortino ratio: -7.768
Calmar ratio: -6.76

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

-0.65%

Ann. -3.07% (Sharpe / Sortino numerator)

Volatility

3.61%

Sharpe ratio

-1.855

VaR 95%

-0.38%

CVaR 95%: -0.44%
Max drawdown: -2.78%
Sortino ratio: -2.814
Calmar ratio: -1.11

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

0.46%

Ann. -0.22% (Sharpe / Sortino numerator)

Volatility

2.99%

Sharpe ratio

-1.287

VaR 95%

-0.35%

CVaR 95%: -0.41%
Max drawdown: -2.78%
Sortino ratio: -1.859
Calmar ratio: -0.08

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

5.04%

Ann. 3.83% (Sharpe / Sortino numerator)

Volatility

3.59%

Sharpe ratio

0.057

VaR 95%

-0.37%

CVaR 95%: -0.51%
Max drawdown: -2.78%
Sortino ratio: 0.079
Calmar ratio: 1.38

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

9.42%

Ann. 4.95% (Sharpe / Sortino numerator)

Volatility

3.87%

Sharpe ratio

0.341

VaR 95%

-0.37%

CVaR 95%: -0.53%
Max drawdown: -3.32%
Sortino ratio: 0.505
Calmar ratio: 1.49

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

13.54%

Ann. 4.18% (Sharpe / Sortino numerator)

Volatility

4.52%

Sharpe ratio

0.122

VaR 95%

-0.45%

CVaR 95%: -0.62%
Max drawdown: -5.13%
Sortino ratio: 0.188
Calmar ratio: 0.82

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 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.02%

Best day

0.629%

01/08/2025
Worst day

-0.63%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $47.41 $47.42 $47.36 $47.39 26,200
01/06/2026 $47.28 $47.35 $47.25 $47.34 30,800
29/05/2026 $47.56 $47.62 $47.54 $47.56 27,900
28/05/2026 $47.43 $47.55 $47.41 $47.55 71,500
27/05/2026 $47.43 $47.47 $47.43 $47.45 11,900
26/05/2026 $47.39 $47.44 $47.36 $47.41 26,400
22/05/2026 $47.33 $47.34 $47.24 $47.31 16,100
21/05/2026 $47.13 $47.28 $47.12 $47.27 20,100
20/05/2026 $47.03 $47.24 $47.02 $47.22 24,100
19/05/2026 $47.03 $47.07 $46.96 $46.99 23,300