Summary
IGBH
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 6.81% Volatility 6.34% Sharpe 0.36
Official loaded data — not a live quote.

ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF

Symbol: IGBH

Exchange: NYSE

Sector: N/A

Category: Ultrashort Bond

Inception date: 22/07/2015

Latest date: 17/07/2026

Current price: $24.41

Expense ratio: 0.14%

Assets under management
$195.3M
0.13% 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

-0.51%

Ann. -1.48% (Sharpe / Sortino numerator)

Volatility

7.58%

Sharpe ratio

-0.674

VaR 95%

-0.73%

CVaR 95%: -0.79%
Max drawdown: -2.23%
Sortino ratio: -1.365
Calmar ratio: -0.67

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

1.08%

Ann. -6.35% (Sharpe / Sortino numerator)

Volatility

5.67%

Sharpe ratio

-1.759

VaR 95%

-0.60%

CVaR 95%: -0.70%
Max drawdown: -5.10%
Sortino ratio: -2.858
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

1.01%

Ann. 0.68% (Sharpe / Sortino numerator)

Volatility

4.87%

Sharpe ratio

-0.605

VaR 95%

-0.49%

CVaR 95%: -0.65%
Max drawdown: -5.10%
Sortino ratio: -0.934
Calmar ratio: 0.13

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

6.81%

Ann. 5.90% (Sharpe / Sortino numerator)

Volatility

6.34%

Sharpe ratio

0.358

VaR 95%

-0.53%

CVaR 95%: -0.93%
Max drawdown: -5.10%
Sortino ratio: 0.463
Calmar ratio: 1.16

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

13.66%

Ann. 5.50% (Sharpe / Sortino numerator)

Volatility

5.28%

Sharpe ratio

0.355

VaR 95%

-0.44%

CVaR 95%: -0.78%
Max drawdown: -6.93%
Sortino ratio: 0.448
Calmar ratio: 0.79

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

26.23%

Ann. 8.08% (Sharpe / Sortino numerator)

Volatility

5.09%

Sharpe ratio

0.873

VaR 95%

-0.45%

CVaR 95%: -0.73%
Max drawdown: -6.93%
Sortino ratio: 1.156
Calmar ratio: 1.17

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.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 17/07/2025 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.027%

Best day

0.918%

31/03/2026
Worst day

-0.82%

11/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $24.38 $24.42 $24.38 $24.41 110,100
16/07/2026 $24.47 $24.48 $24.43 $24.44 86,900
15/07/2026 $24.41 $24.46 $24.39 $24.45 58,200
14/07/2026 $24.35 $24.39 $24.32 $24.37 62,000
13/07/2026 $24.42 $24.44 $24.36 $24.36 63,900
10/07/2026 $24.44 $24.45 $24.40 $24.41 125,600
09/07/2026 $24.50 $24.50 $24.44 $24.45 88,400
08/07/2026 $24.47 $24.50 $24.45 $24.50 86,300
07/07/2026 $24.52 $24.52 $24.45 $24.48 153,700
06/07/2026 $24.52 $24.55 $24.52 $24.54 56,300