Summary
IGEB
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 4.43% Volatility 5.14% Sharpe 0.14
Official loaded data — not a live quote.

ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF

Symbol: IGEB

Exchange: BATS

Sector: N/A

Category: Corporate Bond

Inception date: 11/07/2017

Latest date: 17/07/2026

Current price: $44.67

Expense ratio: 0.18%

Assets under management
$1.4B
-0.02% 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

-0.14%

Ann. -16.45% (Sharpe / Sortino numerator)

Volatility

7.26%

Sharpe ratio

-2.766

VaR 95%

-0.68%

CVaR 95%: -0.85%
Max drawdown: -2.87%
Sortino ratio: -4.905
Calmar ratio: -5.73

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

-0.53%

Ann. -3.47% (Sharpe / Sortino numerator)

Volatility

4.99%

Sharpe ratio

-1.423

VaR 95%

-0.55%

CVaR 95%: -0.72%
Max drawdown: -3.71%
Sortino ratio: -1.862
Calmar ratio: -0.94

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

0.59%

Ann. -1.02% (Sharpe / Sortino numerator)

Volatility

4.20%

Sharpe ratio

-1.107

VaR 95%

-0.44%

CVaR 95%: -0.62%
Max drawdown: -3.71%
Sortino ratio: -1.513
Calmar ratio: -0.27

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

4.43%

Ann. 4.35% (Sharpe / Sortino numerator)

Volatility

5.14%

Sharpe ratio

0.140

VaR 95%

-0.44%

CVaR 95%: -0.78%
Max drawdown: -3.71%
Sortino ratio: 0.181
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.

Period total return

9.59%

Ann. 5.65% (Sharpe / Sortino numerator)

Volatility

5.25%

Sharpe ratio

0.386

VaR 95%

-0.46%

CVaR 95%: -0.74%
Max drawdown: -4.53%
Sortino ratio: 0.555
Calmar ratio: 1.25

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

17.72%

Ann. 5.23% (Sharpe / Sortino numerator)

Volatility

5.85%

Sharpe ratio

0.274

VaR 95%

-0.58%

CVaR 95%: -0.80%
Max drawdown: -6.13%
Sortino ratio: 0.428
Calmar ratio: 0.85

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

0.018%

Best day

0.794%

01/08/2025
Worst day

-1.008%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $44.68 $44.74 $44.66 $44.67 157,400
16/07/2026 $44.60 $44.66 $44.56 $44.65 235,800
15/07/2026 $44.57 $44.70 $44.57 $44.66 153,200
14/07/2026 $44.51 $44.59 $44.48 $44.54 411,700
13/07/2026 $44.56 $44.59 $44.43 $44.44 208,700
10/07/2026 $44.71 $44.71 $44.59 $44.61 368,900
09/07/2026 $44.65 $44.77 $44.65 $44.69 847,500
08/07/2026 $44.66 $44.67 $44.55 $44.65 766,400
07/07/2026 $44.85 $44.86 $44.70 $44.73 358,700
06/07/2026 $44.94 $44.96 $44.89 $44.96 146,400