Last Update: 31 Aug 2020

Category: Fixed Income
ETF: iShares MBS (MBB)

In the last 10 years, the iShares MBS (MBB) ETF obtained a 2.75% compound annual return, with a 2.21% standard deviation.

In 2019, the portfolio granted a 2.89% dividend yield. If you are interested in getting periodic income, please refer to the iShares MBS (MBB): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Bond
  • Region: North America
  • Country: U.S.
  • Bond - Duration: Long-Term

The iShares MBS (MBB) ETF is present in the following Lazy Portfolios:

Portfolio Name Author ETF Weight
Edge Select Moderately Conservative Merrill Lynch 15.0%
Edge Select Conservative Merrill Lynch 12.0%
Edge Select Moderate Merrill Lynch 11.0%
Edge Select Moderately Aggressive Merrill Lynch 7.0%
Edge Select Aggressive Merrill Lynch 3.0%

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the iShares MBS (MBB): Dividend Yield page.

Capital Growth:
Swipe left to see all data
Period Returns
Aug 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+0.05%
0.00%
1 - 0
3M
+0.18%
-0.16%
Jun 2020 - Jun 2020
2 - 1
6M
+2.26%
-0.16%
Jun 2020 - Jun 2020
5 - 1
YTD
+3.87%
-0.16%
Jun 2020 - Jun 2020
7 - 1
1Y
+4.50%
1.30%
-0.16%
Jun 2020 - Jun 2020
11 - 1
3Y
+3.54%
annualized
2.18%
-2.09%
Sep 2017 - Apr 2018
25 - 11
5Y
+2.97%
annualized
2.12%
-2.26%
Oct 2016 - Dec 2016
42 - 18
10Y
+2.75%
annualized
2.21%
-3.51%
May 2013 - Aug 2013
81 - 39
MAX
01 Jan 2008
+3.60%
annualized
2.62%
-3.51%
May 2013 - Aug 2013
106 - 46

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

iShares MBS (MBB) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+3.58% +11.22%
Nov 2008 - Oct 2009
-3.09%
Sep 2012 - Aug 2013
15.60%
2 Years
+3.21% +8.61%
Nov 2008 - Oct 2010
-0.71%
Nov 2016 - Oct 2018
5.43%
3 Years
+2.96% +7.14%
Nov 2008 - Oct 2011
+0.50%
Nov 2015 - Oct 2018
0.00%
5 Years
+2.77% +5.16%
Jan 2008 - Dec 2012
+1.29%
May 2013 - Apr 2018
0.00%
7 Years
+2.77% +4.28%
Jan 2008 - Dec 2014
+1.44%
Nov 2011 - Oct 2018
0.00%
10 Years
+2.99% +3.48%
Jan 2008 - Dec 2017
+2.75%
Aug 2010 - Jul 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

iShares MBS (MBB) ETF Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 0.6 0.2 0.4 0.4 0.3 0.1 0.4 0.4 0.3 0.1 0.3 0.1
Best 1.9
2014
0.8
2020
1.5
2019
1.2
2011
1.3
2014
1.3
2010
1.0
2009
1.4
2011
1.7
2013
1.0
2014
4.2
2008
1.8
2018
Worst -1.2
2018
-0.7
2018
-0.4
2014
-0.6
2018
-1.8
2013
-1.0
2013
-0.5
2014
-0.7
2013
-0.6
2018
-1.7
2008
-1.9
2016
-1.6
2009
Gain
Frequency
77 69 92 85 69 54 77 77 67 67 50 50

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
+3.87% 0.7 0.8 1.1 0.8 0.2 -0.2 0.3 0.1
2019
+6.19% 0.8 -0.1 1.5 -0.1 1.2 0.8 0.4 1.0 0.1 0.3 0.0 0.2
2018
+0.82% -1.2 -0.7 0.5 -0.6 0.7 0.1 -0.2 0.6 -0.6 -0.6 0.9 1.8
2017
+2.49% 0.1 0.5 0.0 0.6 0.5 -0.3 0.5 0.7 -0.3 0.0 -0.2 0.3
2016
+1.27% 1.4 0.4 0.2 0.1 0.1 0.7 0.3 0.0 0.3 -0.3 -1.9 -0.1
2015
+1.14% 0.9 -0.1 0.4 0.1 -0.3 -0.9 0.9 0.0 0.6 0.1 -0.2 -0.2
2014
+6.38% 1.9 0.4 -0.4 0.9 1.3 0.2 -0.5 1.0 -0.2 1.0 0.6 0.2
2013
-1.95% -0.2 0.3 0.0 0.6 -1.8 -1.0 -0.1 -0.7 1.7 0.6 -0.6 -0.8
2012
+1.98% 0.3 0.1 0.1 0.5 0.3 0.2 0.7 0.1 0.2 -0.2 -0.3 0.0
2011
+5.87% 0.1 0.0 0.3 1.2 1.0 -0.1 0.9 1.4 0.0 0.0 0.1 0.8
2010
+5.58% 1.4 0.2 0.1 0.6 1.3 1.3 0.9 0.0 -0.4 0.8 -0.2 -0.5
2009
+4.69% -0.2 0.4 1.3 0.2 -0.3 0.2 1.0 0.5 0.9 0.8 1.4 -1.6
2008
+7.75% 1.7 -0.1 0.5 0.0 -0.8 -0.1 0.0 1.0 1.1 -1.7 4.2 1.7
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