Seasonal Evaluation for iShares National Muni Bond ETF (MUB)
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 | 61.11% | 66.67% | 66.67% | 73.68% |
| Median Return | 0.73% | 1.13% | 1.38% | 1.48% |
| Average Return | 0.98% | 1.58% | 1.91% | 1.60% |
| Maximum Gain | 3.72% | 5.03% | 7.13% | 6.74% |
| Gain Year | 2014 | 2011 | 2009 | 2023 |
| Maximum Loss | -5.43% | -4.00% | -3.28% | -6.00% |
| Loss Year | 2022 | 2013 | 2023 | 2010 |
| 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 | 67.57% | 66.67% | 63.89% | 70.27% |
| Median Return | 0.78% | 1.30% | 0.84% | 1.48% |
| Average Return | 1.29% | 1.74% | 1.26% | 1.74% |
| Maximum Gain | 6.74% | 7.13% | 5.03% | 7.13% |
| Gain Year | 2023 | 2009 | 2011 | 2009 |
| Maximum Loss | -6.00% | -4.00% | -5.43% | -6.00% |
| Loss Year | 2010 | 2013 | 2022 | 2010 |
| Based on the past 18 years (2008-2025) | ||||