Seasonal Evaluation for iShares MBS ETF (MBB)
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 | 77.78% | 68.42% | 84.21% | 68.42% |
| Median Return | 1.32% | 0.29% | 0.91% | 0.54% |
| Average Return | 1.21% | 0.80% | 1.06% | 1.05% |
| Maximum Gain | 3.02% | 3.13% | 5.40% | 7.28% |
| Gain Year | 2025 | 2010 | 2024 | 2023 |
| Maximum Loss | -4.90% | -3.87% | -5.55% | -3.05% |
| Loss Year | 2022 | 2022 | 2022 | 2024 |
| Based on the past 18 years (2008-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 72.97% | 76.32% | 72.97% | 76.32% |
| Median Return | 0.58% | 0.84% | 0.83% | 0.74% |
| Average Return | 1.13% | 0.93% | 0.99% | 1.05% |
| Maximum Gain | 7.28% | 5.40% | 3.13% | 7.28% |
| Gain Year | 2023 | 2024 | 2010 | 2023 |
| Maximum Loss | -4.90% | -5.55% | -4.90% | -5.55% |
| Loss Year | 2022 | 2022 | 2022 | 2022 |
| Based on the past 18 years (2008-2025) | ||||