Seasonal Evaluation for iShares Core Total USD Bond Market ETF (IUSB)
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 | 63.64% | 63.64% | 75.00% | 66.67% |
| Median Return | 1.23% | 1.40% | 0.52% | 0.71% |
| Average Return | 2.20% | 1.59% | 0.73% | 1.19% |
| Maximum Gain | 3.32% | 4.19% | 5.26% | 6.74% |
| Gain Year | 2019 | 2020 | 2024 | 2023 |
| Maximum Loss | -5.97% | -5.13% | -4.38% | -2.75% |
| Loss Year | 2022 | 2022 | 2022 | 2024 |
| Based on the past 11 years (2015-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 65.22% | 69.57% | 63.64% | 70.83% |
| Median Return | 1.04% | 0.71% | 1.32% | 0.55% |
| Average Return | 1.58% | 1.02% | 1.87% | 0.91% |
| Maximum Gain | 6.74% | 5.26% | 4.19% | 6.74% |
| Gain Year | 2023 | 2024 | 2020 | 2023 |
| Maximum Loss | -5.97% | -5.13% | -5.97% | -4.38% |
| Loss Year | 2022 | 2022 | 2022 | 2022 |
| Based on the past 11 years (2015-2025) | ||||