Summary
EAGG
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 4.20% Volatility 4.38% Sharpe -0.01
Official loaded data — not a live quote.

ISHARES ESG AWARE U.S. AGGREGATE BOND ETF

Symbol: EAGG

Exchange: NYSE

Sector: Realestate

Category: Intermediate Core Bond

Inception date: 18/10/2018

Latest date: 16/07/2026

Current price: $47.01

Expense ratio: 0.10%

Assets under management
$4.9B
0.11% 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

-0.47%

Ann. -15.19% (Sharpe / Sortino numerator)

Volatility

5.59%

Sharpe ratio

-3.364

VaR 95%

-0.59%

CVaR 95%: -0.70%
Max drawdown: -2.03%
Sortino ratio: -5.785
Calmar ratio: -7.47

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.

Period total return

-0.37%

Ann. -1.39% (Sharpe / Sortino numerator)

Volatility

4.29%

Sharpe ratio

-1.169

VaR 95%

-0.42%

CVaR 95%: -0.56%
Max drawdown: -2.88%
Sortino ratio: -1.712
Calmar ratio: -0.48

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

0.04%

Ann. 0.51% (Sharpe / Sortino numerator)

Volatility

3.71%

Sharpe ratio

-0.843

VaR 95%

-0.39%

CVaR 95%: -0.51%
Max drawdown: -2.88%
Sortino ratio: -1.208
Calmar ratio: 0.18

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

4.20%

Ann. 3.59% (Sharpe / Sortino numerator)

Volatility

4.38%

Sharpe ratio

-0.010

VaR 95%

-0.41%

CVaR 95%: -0.63%
Max drawdown: -2.88%
Sortino ratio: -0.014
Calmar ratio: 1.24

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

7.61%

Ann. 4.75% (Sharpe / Sortino numerator)

Volatility

4.83%

Sharpe ratio

0.231

VaR 95%

-0.45%

CVaR 95%: -0.67%
Max drawdown: -4.92%
Sortino ratio: 0.352
Calmar ratio: 0.96

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

11.77%

Ann. 3.35% (Sharpe / Sortino numerator)

Volatility

5.51%

Sharpe ratio

-0.052

VaR 95%

-0.58%

CVaR 95%: -0.76%
Max drawdown: -7.44%
Sortino ratio: -0.081
Calmar ratio: 0.45

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

0.017%

Best day

0.89%

01/08/2025
Worst day

-0.777%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $46.96 $47.02 $46.92 $47.01 209,700
15/07/2026 $46.97 $47.06 $46.97 $47.03 263,000
14/07/2026 $46.91 $47.01 $46.89 $46.92 249,100
13/07/2026 $46.91 $46.92 $46.81 $46.81 164,100
10/07/2026 $47.02 $47.04 $46.96 $46.98 191,400
09/07/2026 $46.99 $47.08 $46.97 $47.02 398,400
08/07/2026 $46.96 $46.98 $46.88 $46.95 332,700
07/07/2026 $47.15 $47.15 $47.01 $47.03 312,500
06/07/2026 $47.19 $47.24 $47.17 $47.23 551,700
02/07/2026 $47.19 $47.25 $47.17 $47.20 400,000