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 +24.97% over the past year and +17.58% YTD, with dividends reinvested. Since Jun. 4, 2015, ICVT is up +119.33% in real purchasing-power return, or +7.27%/yr, and is currently ā6.94% below its real total-return high on Feb. 12, 2021.
Data ending Thu Aug. 13, 2026
| Thu 2015-06-04š¬ to Thu 2026-08-13 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| ICVT × |
+119.33%
+7.27%/yr |
+6.12%/yr
R2=0.587 |
||||
| iShares Convertible Bond ETF Exchange-Traded Fund | ||||||
| Thu 2015-06-04š¬ to Thu 2026-08-13 |
Start
Value |
End
Value |
|---|---|---|
| ICVT × |
$10,000.00
2015-06-04 |
$21,933.40
2026-08-13 |
| YTD | YoY | |
|---|---|---|
| ICVT × | +17.58% | +24.97% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| ICVT × |
ā6.94%
on 2026-08-13 from 2021-02-12 peak |
ā44.14%
on 2022-06-16 from 2021-02-12 peak |
| Period ending Thu 2026-08-13 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| ICVT × | +24.97% |
+46.42% +21.00%/yr |
+51.62% +14.88%/yr |
+6.74% +1.31%/yr |
+124.78% +8.44%/yr |
| Year | ICVT |
|---|---|
| 2026 (YTD) | +17.58% |
| 2025 | +15.02% |
| 2024 | +7.51% |
| 2023 | +11.61% |
| 2022 | ā25.48% |
| 2021 | ā12.79% |
| 2020 | +54.12% |
| 2019 | +19.04% |
| 2018 | ā2.13% |
| 2017 | +13.97% |
| 2016 | +7.52% |
| 2015 | ā5.48% |