All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
ICVT real return snapshot: after CPI-U inflation, ICVT returned −4.82% over the past year and −1.05% YTD, with dividends reinvested. Since Jun. 4, 2015, ICVT is up +84.57% in real purchasing-power return, or +5.51%/yr, and is currently −21.69% below its real total-return high on Feb. 12, 2021.
Data ending Thu Nov. 5, 2026
| Thu 2015-06-04💬 to Thu 2026-11-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| ICVT × |
+84.57%
+5.51%/yr |
+6.17%/yr
R2=0.606 |
||||
| iShares Convertible Bond ETF Exchange-Traded Fund | ||||||
| Thu 2015-06-04💬 to Thu 2026-11-05 |
Start
Value |
End
Value |
|---|---|---|
| ICVT × |
$10,000.00
2015-06-04 |
$18,457.16
2026-11-05 |
| YTD | YoY | |
|---|---|---|
| ICVT × | −1.05% | −4.82% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| ICVT × |
−21.69%
on 2026-11-05 from 2021-02-12 peak |
−44.14%
on 2022-06-16 from 2021-02-12 peak |
| Period ending Thu 2026-11-05 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| ICVT × | −4.82% |
+14.76% +7.13%/yr |
+33.98% +10.24%/yr |
−12.73% −2.69%/yr |
+90.87% +6.68%/yr |
| Year | ICVT |
|---|---|
| 2026 (YTD) | −1.05% |
| 2025 | +15.02% |
| 2024 | +7.51% |
| 2023 | +11.61% |
| 2022 | −25.48% |
| 2021 | −12.79% |
| 2020 | +54.12% |
| 2019 | +19.04% |
| 2018 | −2.14% |
| 2017 | +13.97% |
| 2016 | +7.52% |
| 2015 | −5.48% |
