Seasonal Evaluation for iShares Core U.S. Aggregate Bond ETF (AGG)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 65.00% | 60.00% | 75.00% | 65.00% |
| Median Return | 1.09% | 1.43% | 1.02% | 0.58% |
| Average Return | 1.28% | 1.49% | 1.48% | 0.98% |
| Maximum Gain | 3.23% | 3.87% | 5.30% | 7.38% |
| Gain Year | 2023 | 2010 | 2024 | 2008 |
| Maximum Loss | -5.85% | -4.58% | -4.70% | -3.12% |
| Loss Year | 2022 | 2022 | 2022 | 2016 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 65.00% | 67.50% | 62.50% | 70.00% |
| Median Return | 0.77% | 1.31% | 1.32% | 0.72% |
| Average Return | 1.12% | 1.48% | 1.38% | 1.22% |
| Maximum Gain | 7.38% | 5.30% | 3.87% | 7.38% |
| Gain Year | 2008 | 2024 | 2010 | 2008 |
| Maximum Loss | -5.85% | -4.70% | -5.85% | -4.70% |
| Loss Year | 2022 | 2022 | 2022 | 2022 |
| Based on the past 20 years (2006-2025) | ||||