Last Update: 31 Aug 2021

Category: Fixed Income
ETF: iShares MBS (MBB)

In the last 10 years, the iShares MBS (MBB) ETF obtained a 2.26% compound annual return, with a 2.15% standard deviation.

In the last 20 years, a 3.53% compound annual return, with a 2.57% standard deviation.

In 2020, the portfolio granted a 2.16% 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:

ETF Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-0.02%
-0.02%
Aug 2021 - Aug 2021
0 - 1
3M
+0.49%
-0.02%
Aug 2021 - Aug 2021
1 - 2
6M
+0.27%
-0.49%
Mar 2021 - Mar 2021
2 - 4
YTD
-0.45%
-1.35%
Feb 2021 - Mar 2021
3 - 5
1Y
-0.25%
1.32%
-1.35%
Feb 2021 - Mar 2021
6 - 6
3Y
+3.74%
annualized
2.02%
-1.35%
Feb 2021 - Mar 2021
25 - 11
5Y
+2.19%
annualized
2.13%
-2.26%
Oct 2016 - Dec 2016
39 - 21
10Y
+2.26%
annualized
2.15%
-3.51%
May 2013 - Aug 2013
79 - 41
MAX
01 Jan 1985
+5.90%
annualized
3.06%
-4.23%
Mar 1987 - Sep 1987
316 - 124

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+5.90% +20.49%
Mar 1985 - Feb 1986
-3.09%
Sep 2012 - Aug 2013
6.76%
2 Years
+5.78% +15.43%
Mar 1985 - Feb 1987
-0.71%
Nov 2016 - Oct 2018
1.68%
3 Years
+5.73% +12.52%
Jan 1989 - Dec 1991
+0.50%
Nov 2015 - Oct 2018
0.00%
5 Years
+5.72% +10.86%
Oct 1987 - Sep 1992
+1.29%
May 2013 - Apr 2018
0.00%
7 Years
+5.72% +11.02%
Jan 1985 - Dec 1991
+1.44%
Nov 2011 - Oct 2018
0.00%
10 Years
+5.71% +9.33%
Mar 1985 - Feb 1995
+2.26%
Sep 2011 - Aug 2021
0.00%
15 Years
+5.68% +8.64%
Jan 1985 - Dec 1999
+3.01%
Nov 2003 - Oct 2018
0.00%
20 Years
+5.68% +8.27%
Jan 1985 - Dec 2004
+3.53%
Sep 2001 - Aug 2021
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the iShares MBS (MBB) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the iShares MBS (MBB) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.74
84%
0.36
70%
0.21
70%
0.37
73%
0.51
62%
0.57
76%
0.52
73%
0.54
70%
0.51
75%
0.49
75%
0.49
67%
0.49
67%
Best
Year
3.4
1988
2.2
1995
2.0
1985
1.9
1989
3.2
1985
2.4
1989
1.8
1997
1.9
1991
2.0
1988
3.0
1987
4.2
2008
1.9
1991
Worst
Year
-1.2
2018
-0.9
2021
-1.1
1994
-2.7
1987
-1.8
2013
-1.3
2007
-1.8
2003
-1.1
1989
-2.5
1987
-1.7
2008
-1.9
2016
-1.6
2009

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in iShares MBS (MBB) ETF: detail of monthly returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
-0.45% 0.2 -0.9 -0.5 0.6 -0.3 0.0 0.5 0.0
2020
+4.08% 0.7 0.8 1.1 0.8 0.2 -0.2 0.3 0.1 -0.1 0.1 0.1 0.2
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
2007
-0.40% 0.1 0.8 0.3 0.3 -0.5 -1.3 0.0 -0.4 0.9 -0.8 0.4 -0.1
2006
+4.84% 0.2 0.6 -0.9 0.0 -0.3 0.2 1.4 1.2 0.8 0.7 1.1 -0.3
2005
+2.46% 0.5 -0.4 -0.4 1.1 0.8 0.3 -0.4 0.9 -0.6 -0.6 0.4 0.8
2004
+4.45% 0.7 0.8 0.4 -1.6 -0.2 0.7 0.9 1.6 0.0 0.7 -0.2 0.6
2003
+3.56% 0.2 0.7 0.2 0.5 0.2 0.2 -1.8 0.9 1.9 -0.5 0.1 0.9
2002
+9.13% 1.0 1.0 -0.8 1.8 0.7 0.9 1.0 0.8 0.7 0.5 0.1 1.1
2001
+7.56% 1.4 0.6 0.5 -0.1 0.7 0.2 1.8 0.9 1.3 1.4 -0.7 -0.5
2000
+11.28% -0.5 1.2 1.1 0.0 -0.1 2.1 0.8 1.4 0.9 0.7 1.5 1.7
1999
+1.89% 0.6 -0.3 0.8 0.4 -0.4 -0.4 -0.5 -0.1 1.5 0.4 0.0 -0.1
1998
+5.88% 1.0 0.2 0.3 0.6 0.7 0.5 0.4 0.9 1.0 -0.9 0.8 0.3
1997
+9.13% 0.6 0.3 -0.9 1.6 1.0 1.2 1.8 -0.1 1.1 1.1 0.3 0.9
1996
+5.44% 0.8 -0.6 -0.4 -0.2 -0.4 1.4 0.4 0.0 1.6 1.9 1.6 -0.6
1995
+17.01% 1.9 2.2 0.4 1.6 3.2 0.8 0.2 1.2 1.0 1.1 1.1 1.1
1994
+1.94% 0.9 -0.5 -1.1 -0.4 0.9 0.5 1.6 0.5 -1.1 0.2 -0.1 0.7
1993
+6.72% 0.9 0.9 0.7 0.7 0.3 1.2 0.6 0.2 0.2 0.2 -0.2 1.0
1992
+5.47% -0.5 1.0 -0.7 0.9 1.7 1.1 -0.2 0.7 0.6 -1.0 0.5 1.3
1991
+13.60% 1.0 0.6 0.7 1.1 0.5 0.3 1.4 1.9 1.6 1.2 0.6 1.9
1990
+10.36% -0.9 0.7 0.1 -0.9 2.9 1.5 1.5 -0.3 0.5 1.0 2.2 1.7
1989
+13.63% 1.8 -0.5 0.2 1.9 2.4 2.4 1.8 -1.1 0.4 2.0 1.0 0.7
1988
+6.71% 3.4 1.1 -0.6 -0.6 -0.4 2.0 -0.2 0.1 2.0 1.9 -1.3 -0.6
1987
+2.69% 1.2 0.7 -0.2 -2.7 -0.2 1.5 0.2 -0.3 -2.5 3.0 1.0 1.3
1986
+11.26% 0.8 1.7 1.4 0.5 -1.2 1.2 1.5 1.7 0.0 1.3 1.5 0.3
1985
+19.68% 2.7 -0.8 2.0 1.7 3.2 1.5 -0.2 1.5 1.2 1.6 2.3 1.7

ETF Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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