All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

ICVT: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

ICVT real return snapshot: after CPI-U inflation, ICVT returned +20.02% over the past year and +12.55% YTD, with dividends reinvested. Since Jun. 4, 2015, ICVT is up +109.96% in real purchasing-power return, or +6.89%/yr, and is currently āˆ’10.91% below its real total-return high on Feb. 12, 2021.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Thu 2015-06-04šŸ’¬ to Fri 2026-07-24 Overall
Return
Exponential
Trendline
ICVT
×
+109.96%
+6.89%/yr
+6.17%/yr
R2=0.592
iShares Convertible Bond ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2015-06-04šŸ’¬ to Fri 2026-07-24 Start
Value
End
Value
ICVT
×
$10,000.00
2015-06-04
$20,996.16
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
ICVT
×
+12.55% +20.02%

Drawdowns

  Current
Drawdown
Worst
Drawdown
ICVT
×
āˆ’10.91%
on 2026-07-24
from 2021-02-12 peak
āˆ’44.14%
on 2022-06-16
from 2021-02-12 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
ICVT
×
+20.02% +39.04%
+17.91%/yr
+42.38%
+12.50%/yr
+0.99%
+0.20%/yr
+120.13%
+8.21%/yr

Annual Returns

Year ICVT
2026 (YTD) +12.55%
2025 +15.02%
2024 +7.51%
2023 +11.61%
2022 āˆ’25.48%
2021 āˆ’12.79%
2020 +54.12%
2019 +19.04%
2018 āˆ’2.14%
2017 +13.97%
2016 +7.52%
2015 āˆ’5.48%