Data Source: from January 1985 to April 2022
Consolidated Returns as of 30 Apr 2022
Live Update: May 27 2022
Category: Fixed Income
ETF: iShares MBS (MBB)
ETF • LIVE PERFORMANCE (USD currency)
0.19%
1 Day
May 27 2022
1.78%
Current Month
May 2022

In the last 30 Years, the iShares MBS (MBB) ETF obtained a 4.31% compound annual return, with a 2.80% standard deviation.

In 2021, the ETF granted a 1.03% dividend yield. If you are interested in getting periodic income, please refer to the iShares MBS (MBB) ETF: 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 part of the following Lazy Portfolios:

Portfolio Name Author MBB 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%

Historical Returns as of Apr 30, 2022

Historical returns and stats of iShares MBS (MBB) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

ISHARES MBS (MBB) ETF
Consolidated returns as of 30 Apr 2022
Data Source: from January 1985 to April 2022
Swipe left to see all data
Period Return (%)
as of Apr 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Apr 2022
-3.57
-3.89
-3.57
Apr 2022 - Apr 2022
0 - 1
3M
-7.00
-9.17
-7.00
Feb 2022 - Apr 2022
0 - 3
6M
-8.64
-12.46
-8.64
Nov 2021 - Apr 2022
0 - 6
YTD
-8.30
-11.01
-8.30
Jan 2022 - Apr 2022
0 - 4
1Y
-9.04
-15.95
3.91
-9.22
Aug 2021 - Apr 2022
1 - 11
8% pos
3Y(*)
-0.73
-4.72
3.18
-9.74
Feb 2021 - Apr 2022
21 - 15
58% pos
5Y(*)
0.39
-2.91
2.91
-9.74
Feb 2021 - Apr 2022
34 - 26
57% pos
10Y(*)
1.09
-1.22
2.66
-9.74
Feb 2021 - Apr 2022
71 - 49
59% pos
15Y(*)
2.23
-0.05
2.85
-9.74
Feb 2021 - Apr 2022
114 - 66
63% pos
20Y(*)
2.80
0.39
2.75
-9.74
Feb 2021 - Apr 2022
161 - 79
67% pos
25Y(*)
3.71
1.29
2.74
-9.74
Feb 2021 - Apr 2022
205 - 95
68% pos
30Y(*)
4.31
1.81
2.80
-9.74
Feb 2021 - Apr 2022
250 - 110
69% pos
MAX(*)
01 Jan 1985
5.52
2.71
3.18
-9.74
Feb 2021 - Apr 2022
316 - 132
71% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Apr 2022. Current inflation (annualized) is 1Y: 8.22% , 5Y: 3.40% , 10Y: 2.33% , 30Y: 2.46%

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

Capital Growth as of Apr 30, 2022

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) ETF: Dividend Yield page.

An investment of 1000$, since May 1992, now would be worth 3545.55$, with a total return of 254.55% (4.31% annualized).

The Inflation Adjusted Capital now would be 1712.20$, with a net total return of 71.22% (1.81% annualized).
An investment of 1000$, since January 1985, now would be worth 7427.00$, with a total return of 642.70% (5.52% annualized).

The Inflation Adjusted Capital now would be 2714.41$, with a net total return of 171.44% (2.71% annualized).

Drawdowns

Worst drawdowns since May 1992.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-9.74% Feb 2021 Apr 2022 15 in progress 15
-3.50% May 2013 Aug 2013 4 May 2014 9 13
-2.27% Oct 2016 Dec 2016 3 Aug 2017 8 11
-2.23% May 2007 Aug 2007 4 Mar 2008 7 11
-2.09% Sep 2017 Apr 2018 8 Dec 2018 8 16
-2.09% Feb 1994 Apr 1994 3 Jul 1994 3 6
-1.80% Jul 2003 Jul 2003 1 Sep 2003 2 3
-1.80% Apr 2004 May 2004 2 Aug 2004 3 5
-1.74% Oct 2008 Oct 2008 1 Nov 2008 1 2
-1.59% Feb 1996 May 1996 4 Jul 1996 2 6
-1.57% Dec 2009 Dec 2009 1 Mar 2010 3 4
-1.30% May 1999 Aug 1999 4 Sep 1999 1 5
-1.26% Nov 2001 Dec 2001 2 Feb 2002 2 4
-1.24% Sep 2005 Oct 2005 2 Jan 2006 3 5
-1.21% May 2015 Jun 2015 2 Sep 2015 3 5
-1.09% Mar 2006 May 2006 3 Jul 2006 2 5
-1.08% Sep 1994 Sep 1994 1 Jan 1995 4 5
-0.99% Oct 1992 Oct 1992 1 Dec 1992 2 3
-0.94% Mar 1997 Mar 1997 1 Apr 1997 1 2
-0.87% May 2008 Jun 2008 2 Aug 2008 2 4

Worst drawdowns since January 1985.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-9.74% Feb 2021 Apr 2022 15 in progress 15
-4.23% Mar 1987 Sep 1987 7 Dec 1987 3 10
-3.50% May 2013 Aug 2013 4 May 2014 9 13
-2.27% Oct 2016 Dec 2016 3 Aug 2017 8 11
-2.23% May 2007 Aug 2007 4 Mar 2008 7 11
-2.09% Sep 2017 Apr 2018 8 Dec 2018 8 16
-2.09% Feb 1994 Apr 1994 3 Jul 1994 3 6
-1.94% Nov 1988 Dec 1988 2 Apr 1989 4 6
-1.80% Jul 2003 Jul 2003 1 Sep 2003 2 3
-1.80% Apr 2004 May 2004 2 Aug 2004 3 5
-1.74% Oct 2008 Oct 2008 1 Nov 2008 1 2
-1.62% Mar 1988 May 1988 3 Jun 1988 1 4
-1.59% Feb 1996 May 1996 4 Jul 1996 2 6
-1.57% Dec 2009 Dec 2009 1 Mar 2010 3 4
-1.30% May 1999 Aug 1999 4 Sep 1999 1 5
-1.26% Nov 2001 Dec 2001 2 Feb 2002 2 4
-1.24% Sep 2005 Oct 2005 2 Jan 2006 3 5
-1.21% May 2015 Jun 2015 2 Sep 2015 3 5
-1.18% May 1986 May 1986 1 Jun 1986 1 2
-1.09% Mar 2006 May 2006 3 Jul 2006 2 5

Rolling Returns ( more details)

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

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
5.74 20.49
Mar 1985 - Feb 1986
-9.04
May 2021 - Apr 2022
8.47%
2 Years
5.67 15.43
Mar 1985 - Feb 1987
-4.66
May 2020 - Apr 2022
2.35%
3 Years
5.67 12.52
Jan 1989 - Dec 1991
-0.73
May 2019 - Apr 2022
0.24%
5 Years
5.64 10.86
Oct 1987 - Sep 1992
0.39
May 2017 - Apr 2022
0.00%
7 Years
5.63 11.02
Jan 1985 - Dec 1991
0.62
May 2015 - Apr 2022
0.00%
10 Years
5.62 9.33
Mar 1985 - Feb 1995
1.09
May 2012 - Apr 2022
0.00%
15 Years
5.59 8.64
Jan 1985 - Dec 1999
2.23
May 2007 - Apr 2022
0.00%
20 Years
5.58 8.27
Jan 1985 - Dec 2004
2.80
May 2002 - Apr 2022
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

iShares MBS (MBB) ETF: in which months is it better to invest?

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

For further information about the seasonality, check the Asset Class Seasonality page.
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 %
0.69
82%
0.32
68%
0.14
68%
0.27
71%
0.51
62%
0.57
76%
0.52
73%
0.54
70%
0.48
73%
0.47
73%
0.47
65%
0.47
65%
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
-1.4
2022
-1.2
2022
-2.4
2022
-3.6
2022
-1.8
2013
-1.3
2007
-1.8
2003
-1.1
1989
-2.5
1987
-1.7
2008
-1.9
2016
-1.6
2009
Statistics calculated for the period Jan 1985 - Apr 2022

Monthly/Yearly Returns

iShares MBS (MBB) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
316 Positive Months (71%) - 132 Negative Months (29%)
Jan 1985 - Apr 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-8.30 -11.01 -1.4 -1.2 -2.4 -3.6
2021
-1.43 -7.96 0.1 -0.9 -0.5 0.6 -0.3 0.0 0.5 0.0 -0.3 -0.3 -0.2 -0.1
2020
+4.08 +2.76 0.7 0.8 1.1 0.8 0.2 -0.2 0.3 0.1 -0.1 0.1 0.0 0.2
2019
+6.19 +3.84 0.8 -0.1 1.4 -0.1 1.2 0.8 0.4 1.0 0.1 0.3 0.0 0.2
2018
+0.82 -1.07 -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 +0.35 0.1 0.5 0.0 0.6 0.5 -0.3 0.5 0.7 -0.3 0.0 -0.1 0.3
2016
+1.27 -0.77 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 +0.50 0.9 -0.1 0.4 0.1 -0.3 -0.9 0.9 0.0 0.6 0.0 -0.2 -0.1
2014
+6.38 +5.69 1.9 0.3 -0.4 0.9 1.3 0.2 -0.5 1.0 -0.2 1.0 0.6 0.2
2013
-1.95 -3.41 -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 +0.22 0.3 0.1 0.1 0.5 0.3 0.1 0.7 0.1 0.2 -0.2 -0.3 0.0
2011
+5.87 +2.72 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 +4.09 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 +1.83 -0.2 0.4 1.3 0.1 -0.3 0.2 1.0 0.5 0.9 0.8 1.4 -1.6
2008
+7.75 +7.77 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 -4.33 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 +2.26 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 -0.85 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 +1.07 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 +1.50 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 +6.49 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 +5.86 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 +7.58 -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 -0.77 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 +4.21 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 +7.31 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 +2.00 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 +14.12 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 -0.64 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 +3.80 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 +2.43 -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 +10.32 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 +3.87 -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 +8.59 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 +2.20 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 -1.57 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 +9.96 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 +15.31 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.

Share this page