All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

ICVT: Total Return Chart (with Dividends Reinvested)

ICVT total return snapshot: ICVT returned +29.17% over the past year and +21.30% YTD, with dividends reinvested. Since Jun. 4, 2015, ICVT is up +208.18% in nominal total return, or +10.58%/yr, and is currently −4.41% below its total-return high on Jun. 22, 2026.

Data ending Thu Aug. 13, 2026

Growth of $10,000

Thu 2015-06-04💬 to Thu 2026-08-13 Overall
Return 		Exponential
Trendline
ICVT × 		+208.18%
+10.58%/yr 		+9.86%/yr
R2=0.815
iShares Convertible Bond ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2015-06-04💬 to Thu 2026-08-13 Start
Value 		End
Value
ICVT × 		$10,000.00
2015-06-04 		$30,818.31
2026-08-13

This Year’s Performance

through 2026-08-13

  YTD YoY
ICVT × 		+21.30% +29.17%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
ICVT × 		−4.41%
on 2026-08-13
from 2026-06-22 peak 		−37.27%
on 2022-06-16
from 2021-02-12 peak

Rolling Returns

Period ending Thu 2026-08-13 1 yr 2 yr 3 yr 5 yr 10 yr
ICVT × 		+29.17% +55.56%
+24.72%/yr 		+65.56%
+18.30%/yr 		+30.60%
+5.48%/yr 		+212.16%
+12.06%/yr

Annual Returns

Year ICVT
2026 (YTD) +21.30%
2025 +18.10%
2024 +10.61%
2023 +15.35%
2022 −20.66%
2021 −6.65%
2020 +56.22%
2019 +21.76%
2018 −0.27%
2017 +16.38%
2016 +9.74%
2015 −6.04%