Summary
BGRN
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 3.95% 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: 16/07/2026

Current price: $47.13

Expense ratio: 0.20%

Assets under management
$497.6M
0.12% 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

-0.35%

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

0.03%

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

0.32%

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

3.95%

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

8.77%

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

14.48%

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.016%

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
16/07/2026 $47.07 $47.15 $47.07 $47.13 30,600
15/07/2026 $47.09 $47.20 $47.08 $47.17 24,100
14/07/2026 $47.05 $47.08 $47.04 $47.07 35,400
13/07/2026 $47.08 $47.10 $47.07 $47.09 29,300
10/07/2026 $47.17 $47.22 $47.13 $47.16 33,300
09/07/2026 $47.11 $47.23 $47.11 $47.18 18,700
08/07/2026 $47.10 $47.15 $47.05 $47.11 25,900
07/07/2026 $47.28 $47.28 $47.18 $47.19 35,500
06/07/2026 $47.34 $47.38 $47.30 $47.35 22,300
02/07/2026 $47.29 $47.34 $47.28 $47.33 25,300